HomeMy WebLinkAbout12-05-05
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03/09/2005
03/09/1915
OFFICIAL USE 01" Y
fILE NUl&R
21 05
COUNTY CODE YEAR
SOCIAl seCURllY NUMBER
195-07-1400
00294
NUMB!'lt~~~
llI8 RETURN MUST BE PILED" DUPLICATE wrTH THE
REGISTER OF WILLS
SOC~LSECURllYNUMBER
6. Decedent Died Testate (Attach copy
dWUI)
9. LitigatIon Proceeds Receiwd
o 48. FutuI1IlnlIlIHt Compromlae (d8Ie d dNlh
lifter 12-12-82)
o 7. Decedent Maintained a Ulling Trust (Attach
c:opy d Trusl)
o 10. Spousal Powrty Credit (d8Ie d de8th beMMn
12-3H11 .00 H-86
. '.
taLI I REV-1500
_~~ I INHERITANCE TAX RETURN
~~~ ___L__ RE~~EN~ DECEDENT
DECEDENrS NAME (LAST, FIRST, AND MDDLE INITlAL)
Hostetler, Mary E
DATE OF DEAll-t (MM-DD-YEAR) DATE OF BIRll-t (M~D-YEAR)
3117 Chestnut Street
Camp Hill. P A 17011
(1) 77 ,325.00
(2) 826.77
(3) None
(4) None
(5) 51,965.02
(6) None
(7) 253,144.00
:-.-.')
=
(8)
(9)
(10)
18,639.92
452.34
(F APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MDDLE 1N1TlAl.)
(11)
(12)
(13)
(14)
13. Charitable Md GcMrm I8lIta1 BequestslSec 9113 Trusts fer which an election to tax has m been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount cI Line 14 taxable at the spousal tax !lie, x .00 (15)
er transfers under Sec. 9116(8)(1.2)
~ 16. Amount cI Une 14 taxable at UneaI!lie 364,168.53 x .045 (16)
~ 17. Amount cI Line 14 taxable at sibling rate x .12 (17)
ft
g 18. Amount cI Une 14 taxable at collaterai rate x .15 (18)
19. Tax Due (19)
1. Original Return
--~-~-02. Supplemental Return
o 4. umited Es1ate
181
o
II
IRM NAME (' applicable)
Law Office of Scott M. Dinner
~
i
PHONE NUMBER
717/761-5800
1. Real Estate (Schedule A)
2. Stocks Md Bonds (Schedule B)
3. Closely Held Corporatioo, Partners~ er SoIe-PI\.....iehJrs~
4. Mortgages & Ndes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned property (Schedule F)
o Sepa'ate BiDing Requested
7. Inter-VMl8 Transfers & Miscellaneous Non-Probate Property
(Schedule G er L)
8. Total Gross AlI88Ia (tdal Unes 1-7)
9. Funeral Expanses & Administr'llitiw Costs (Schedule H)
10. Debts cI Decedent, Mortgage Liabilities, & Llans (Schedule I)
11. Total Deductions (tdal Unes 9& 10)
12. Net Value of Estate (Une 8 minus Une 11)
20. 181
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21.',
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383,260.79
19,092.26
364,168.53
364,168.53
16,388.00
16,388.00
....i. ..
Copyright 2000 fonn .ortware only The L8ckner Group, Inc.
Fonn REV-1500 EX (Rev. 8-00)
Decedent's Complete Address:
STREET ADDRESS
517 Herman Avenue
CITY
Lemoyne
,STATE PA
I ZIP 17043
Tax Payments and Credits:
1. Tax Due (Page 1 Une 19)
2. CredIlBJPaymenl
A Spousal PcMrty Crd
B. PrIor PayrnenIs
C. Discount
(1)
16,388.00
15,600.00
819.00
TcUI Credll8 (A + B + C) (2)
16,419.00
3. Intere6tIPenaIlIf ~
O. Interest
E. PenaIy
ToC8Ill1ter'e8tIPen8t (0 + E) (3)
4. If Une 2 is greeter ttllWl Une 1 + Une 3, enter the difference. This is the OVERPAYMENT. (4)
Check box on P-ue 1 Une 20 to requ.t. refund
5. If Une 1 + Une 3 is grlIEr ttllWl Une 2. enter the diffelence. This is the TAX DUE. (5)
A Enter the intenlst on the tax due. (SA)
B. EnIer the tctaI ct Une 5 + SA. This is the BALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
0.00
31.00
0.00
PLEASE ANSWER THE FOUOWING QUESTIONS BY PLACING AN "X. IN THE APPROPRIATE BLOCKS
1. Did decedent make a trlI1sfer 1Ild: Yes No
a I9tain the use a income ct the property trallflfelled;..................................................................................... ~ I
~: =~~=7:.~~.~.~.~.~.~~.~.~.~::::::::::::::::::::::::::::::::::::::::::
d. reoen.. the pranise fa life of either payments, benefits a care?..................................................................
2. If death occurrecJ after 0ec::8lriler 12, 1982, did decedent transfer property within one year ct death without
receiving adequaIe ccnsideration?......................... ......... .............. ....... .... ....... ....... ...... .................................... ....... 0 ~
3. Did decedent 0Ml an "in trust for" a peyabIe upon death bank account a security at his a her death?............... 0 181
4. Old decedellt 0Ml an IndMdu8I Retinment Account, annuity, a other non-probeIe property which
contains a berleficBy designalion?.......................................................................................................... ............. ~ 0
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS VES, YOU MUST COMPLETE SCHeDULE G AND FILE IT AS PART OF THE RETURN.
lJnder penlllllel ciI perjuIy. 1 decl8I81h8l1 hev. _Ined lhil notum, Including accompenying 1Ch8duI.. encI IIlItIIm_. encI \0 the bell ciI my knowledge end b81iet, it II true. conwct end complete.
Oeclaretlon cillJAIIl8lW oIh8r then the p8rIOMl ~v. Is blIS8d on aIIln1Cl1m8llon ciI which ~ h8s 8ny knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FLING RETURN ADDRESS DATE
VIe A. Mamo.
,
303 April Drive
Camp Hill, P A 170 11
NOV 2 1 2005
ADDRESS
DATE
324 Dorwart Circle
Etters, PA 17319
NOV 2 1 2005
ADDRESS
DATE
3117 Chestnut Street
Camp Hill, P A 17011
\ \-19 -JcoS
Fa datss ct death on a after July 1, 1994 IIld before January 1, 1995, the tax rate if1l>osed al the net value ct transfers to a for the use ct the
sl.ll'\llvlng IpOI.I8e is 3% [72 P.S. 59116 (a) (1.1) (i)).
Fa datss ct death on a after ...,uay 1, 1995. the tax rate impelled on the net value ct trwlsfers to a for the use of the sUNNing spouse is 0%
[72 P.S. 59116 (a) (1.1) (ii)]. Thesb1Nle does nd8lBTlDt a trwlsferto a suNWlg apousefran tax, and the statutory requinlmenta fordieclosure
ct assels IIld filing a tax rel\lm a'8 still appIic8bIe ~ if the sun.Mlg spouse is the only benefIc:8y.
Fa d8f88 of cIe&th on a after July 1, 2000:
The tax rate Imposed on the net value of transfers fran a deceased child twenty.ale yen ct age a ycunger at cIe&th to or for the use ct a natural
perent, an acfclptiw p&1II'lt, a a stepptnnt ct the child is 0% [72 P.S. 59116 (a) (1.2)].
The tax rate imposed on the net V8Iue ct tra1sfers to a for the use ct the decedent's hJ8I benefIc:8Ies is 4.5%, 8lIC8pt. noted in 72 P.S. 59116
1.2) [72 P.S. 59116 (8) (1)).
The tax rate imposed on the net value ct trlnsfers to a fa the use cI the decedent's siblings is 12% (72 P.S. 59116 (a) (1.3)). A sibling is defined.
under Section 9102, . an individual who has at least one parent in ccmnon with the decedent, whether by blood a adoption.
ADDITIONAL Personal Representatives
Hostetler, Mary E SS# 195-07-1400 3/9/2005
Under penalties of perjury, the undersigned declare that they have examined this return,
including accompanying schedules and statements, and to the best of their knowledge and
belief, it is true, correct and complete.
3 Signature
Name
Address
City, State, Zip
Date
4 Signature
Name
Address:
City, State, Zip
Date
5 Signature
Name
Address:
City, State, Zip
Date
6 Signature
Name
Address:
City, State, Zip
Date
7 Signature
Name
Address:
City, State, Zip
Date
~~~
M. Wayhe H etler
701 Walnut Street
Lemoyn, I
J ~IIIO~
PA 17043
'*
SCHEDULE A
REAL ESTATE
~1'ItOF PElNlYLVNIA
HSlITANCE TAX RETIRl
_1lKEImCI'
ESTATE OF H d M E I FILE NUMBER
oste er, ary 21 _ 05 _ 00294
All real prope~ owned solelY or as . tenant in common must be ~rI8d at fair IIIIIrket wille. Fair mflrXet value is defined as the price
at which propertY would be excf1an~ between a wiling bu~r and a wlil)s seier, neither Qe!nS compefled to buy or sel. both t)aving
reasonal,jle knowledge of the relevant facts. Real property Which Ie joinay-owned with right of survlvorahip must be dleclosed on
schedule F.
ITEM
NUMBER
1
DESCRIPTION
VALUE AT DATE
OF DEATH
77,325.00
personal residence located at 517 Herman Avenue, Lemoyne, Cumberland County, Pennsylvania - see
attached Settlement Statement [line 401]
TOTAL (Also enter on Une 1, Recaplb.dation)
77,325.00
'*
SCHEDULE B
STOCKS & BONDS
~THOf' PENlBY\.VANA
INERlTNU TAX IEI\RII
~-
I FILE NUMBER
21 - 05 - 00294
ESTATE OF
Hostetler, Mary E
All property joIn11y-owned with right of survlvcnhlp mu.t be dlscloud on Schedule F.
ITEM
NUMBER
DESCRIPTION
UNIT VALUE
39.37 I
VALUE AT DATE
OF DEATH
827.00
21 Trust Interests (shares) of the MetLife Policyholder Trust
I
I
TOTAL (Also enter on line 2, Recapitulation)
827.00
*'
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
~1HClFIlBMVlVANA
INeWTANCE TAX AEl\IlN
~DECBlDIr
IFLE NUMBER
21 - 05 - 00294
ESTATEOF HIM E
ostet er, ary
Include the proceeds of J!!igation and the date the !lroceeds were received by the estate. All property joIntIy-owned with the right of
survivorship must be dliclosed on schedule F.
ITEM
NUMBER
1
DESCRIPTION
PNC savings acct. # 5130079469 [see attached PNCBank letter of 4/8/05}
VALUE AT DATE
OF DEATH
39,897.00
2
PNC checking acet. # 5140030482 [see attached PNCBank letter of 4/8/05]
890.00
3
miscellaneous personal property - net auction proceeds [see attached consignor's settlement copy dated
7/16/05]
7,427.00
4
coins & currency [per attached appraisal report dated 4/29/05]
1,019.00
5
refund of health insurance premiums - United Health Care
556.00
6
refund of newspaper/cable payments - Patriot NewslComcast
14.00
7
property tax rebate
160.00
8
personal property purchased by beneficiaries at appraised values
186.00
9
diamond rings specifically bequeathed pursuant to provisions of decedent's First Codicil [per attached
valuation}
550.00
10
refund of home owners/auto insurance premiums
267.00
11
two cemetery lots at Rolling Green Cemetery - Camp Hill, Pennsylvania
1,000.00
TOTAL (Also enter on Une 5, Recapitulation)
51,966.00
'*
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
COMMONWEALTH OF PENNSYlVANIA
INHERrrANCE TAX RE"/URN
RESIDENT DECEDENT
ESTATE OF
ALE NUMBER
21 - 05 - 00294
Hostetler, Mary E
this schedule must be completed and filed If the answer to any of Questions 1 through" on page 2 Is~.
I
ITEM II DESCRIPTION OF PROPERTY DATE OF DEATH % OF
NUMBER I Include lhe name d 1he lnIna1_, 1helr I1IIIIlion8hlp to eIecedenl end 1he date d transf.... \'ALlIE OF ASSET DECD'S EXCLUSION TAXABlE VALUE
AlIaCh . c:op, d 1he deed lor.... ...... '" INTEREST (F APPUCABlE)
1 1 Allstate Life Ins. Co. annuity contract # GAOOO18478;
--- decedent's three children are equal beneficiaries (see attached
letter of 4n 105 from Allstate)
I
253,143.75
100%
TOTAL (Also enter on line 7, Recapitulation)
253,144.00
153,144.00
loLl i SCH:DlJ..EH
~ I RNRALEXPEHe&
~lIfOFP&lHlYL_ l
~=~ Al:WNSTRAlNEOOSTS I
____.__..__________._______ ~_.~___.__.___________.._.__._____.____.~,_,..J.._~____...______._,_.~__"_~.____________
ESTATE OF E II FILE NUMBER
Hostetler, Mary 21 _ OS _ 00294
Debts of decedent must be repor18d on Schedule L
ITEM I DESCRIPTION
NUMBER I
A. FUNERAL EXPENSES:
1 Musselman Funeral Home
Lemoyne, Pennsylvania
2 Rolling Green Cemetery
Camp Hill, Pennsylvania
3 honorariums to Pastor/organist
AMOUNT
6,385.00
1,120.00
100.00
4 church luncheon
382.04
5 I James Gingerich Memorials
145.00
B.
1.
ADMINISTRATIVE COSTS:
Personal Repre&4lI'lt8tiw's Commissions
Social Security NOOlber(s) I EIN Number d Personal RepresentatNe(s):
Street Addr9ss
City State _ Zip
Year(s) Commission paid
Attorney's Fees Scott M. Dinner, Esquire/Duncan & Hartman, P .C.
6,925.00
2.
3. Famlly~: (If decedellt's a:Idress is ra the sane as claimant's, attach EIlCpIa1ation)
CIaima1t
street Address
City State
Relationship d CIaima'lt to Decedent
Probate Fees Cumberland County Register of Wills
Zip
4.
321.00
5. Accountant's Fees
6. TlIlC Return PrepallI"s Fees
I
7.
Other Administrati\e Coats
utilities [sewer, trash, water, gas/electric and telephone]
969.00
net closing costs per Settlement Statement
1,164.00
Total of Continuation Schedule(s)
TOTAL (Also enter on line 9, Recapitulation)
1,129.00
18,639.92
*'
Sc:hedl*t H
FuwaI Expert! 8S &
Ad! . ...4ti ,,--. --..;.".,-..a
.. "'- ~ \olUI_..-..
COMMONWEALTH OF PENNSYlVAN....
INHERITANCE TAX RElURN
RESIDENT DECEDENT
ESTATE OF
Hostetler, Mary E
IBIS Appraisal Services for coins & currency, other penonaI property
MetLife home owner'slauto insurance premium payments
miscellaneous property maintenance/repair related expenses
I
I
I
I
I FILE NUMBER
21 - OS - 00294
I
420.00
263.00
446.00
Page 2 of Schedule H
*'
SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
LIABILITIES, & LIENS
~:ntOF_LVMA
_TNlCI! TAX REl\IlN
M8II:ENT llECIIlENI'
I FILE NUMBER
I 21 - 05 - 00294
ESTATE OF H tl M E
oste er, ary
Include unrelmbursed medical expenses.
ITEM
NUMBER
DESCRIPTION
AMOUNT
92.00
VISA Bankcard Services
property and personal taxes - 2005 Lemoyne BOlO/Cumberland County
300.00
4Q 2003 Lemoyne Boro sewer charges
60.00
TOTAL (Also enter on Line 10, Recapitulation)
452.00
REV.1IU EX+ (1-001 .~
~ I
COMMONWEAL lli OF PENN8YlVANIA~
WHERITANCE TAX RETURN
RESDENT DECEDENT
~-~-------
1
SCHEDULE J
BENEFICIARIES
ESTATE OF
Hostetler. Mary E
I FILE NUMBER
21 - 05 - 00294
I RELATIONSHIP TO I AMOUNT OR SHARE
NUMBER NAME AND ACXJRESS OF PERSON(S) RECEMNG PROPERlY DECEDENT OF ESTATE
.... .....
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1 M. Wayne Hostetler Son one-third of residuary
701 Walnut Street
Lemoyne, Pennsylvania 17043
2 Sandra K. Updegraff Daughter one-third of residuary
324 Dorwart Circle plus specific bequest
Etters, Pennsylvania 17319
3 Vickie A. Martson Daughter one-third of residuary
303 April Drive plus specific bequests
Camp Hill. Pennsylvania 17011
I
I
Enter dollar M1Ol.mIs for distributions shown abow on lines 15 through 18, as appropriate, on Rev 1500 aMlI' sheet
ll. NON- TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
I
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- ENTER TOTAL NON- TAXABLE DISTRIBUTIONS ON UNE 13 OF REV-1500 COVER SHEET
REGISTER OF WILLS
CUMBERLAND County, Pennsylvania
CERTIFICATE OF GRANT OF LETTERS
No. 2005-00294 PA No. 21-05-0294
Estate Of: MARY E HOSTETLER
(First. Middle. Last)
Late Of:
LEMOYNE BOROUGH
CUMBERLAND COUNTY
Deceased
Social Securi ty No: 195-07-7400
WHEREAS, on the 30th day of March 2005 instruments dated:
March 22nd 1957 August 19th 1992 were admi tted
to probate as the last will and codicil of MARY E HOSTETLER
(First. Middle. Last)
late of LEMOYNE BOROUGH, CUMBERLAND County,
who died on the 9th day of March 2005 and,
WHEREAS, a true copy of the will &codicil as probated is annexed hereto.
THEREFORE, I, GLENDA FARNER STRASBAUGH , Register of Wills in and
for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby
certify that I have this day granted Letters TESTAMENTARY to:
SANDRA K UPDEGRAFF and VICKIE A MARTSON and
M WA YNE HOSTETLER
who have duly qualified as EXECUTOR(RIX)
and have agreed to administer the estate according to law, all of which
fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE,
CARLISLE, PENNSYL VANIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my office on the 30th day of March 2005.
Jj~~Q~'+
eglster 0 s
-P~ ~C~T
spury
**NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST)
'.
LAST WILL AID TESTAMENT
1, Mary E. Hostetler, an adult ladlvl4u81, re-
sl~iDg at 517 He.rJllan Avenue, Leaoyne, Cumberland
Ceuaty, Pennsylvania, );)eing of SOUJld and disposing
mlad &ad memory do hereby decla... this to be ray
Last W111 aM. T.staaeat llerelty re".kl.. .u .U1.
by .e heretofore aade.
1.
( )
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residue
It 1. ~ will that all ~ Just debts and
expense. be fully paid.
11.
1 give, devise and );)eq.eath all t~e re.t,
.'
and re.a1nder of my property tG Fre4 E. Hostetler, Jr.,
ay nsbaad, absolutely, prevlded that he ...rvlves ..
for a period otthree (3) calendar moaths.
111.
In the event that ~ husband ,red..eases me or dies
within three (3) cUendar ..aUas,.tterayll..~.~.J;~".~
hereby give, devise and bequeath all the .a14 rest,
residue and remalnde.. of Uf/ property to my children
llvlllg at the U_ of ay death, .hare and share aUke,
absolutely, subject to the provlslolls hereinafter coa-
tal.ed.
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IV.
1 direct that the legacy or s.are or the real
estate or personal e.tate ralllag to ~ said children
under the provls10as of this will shall be r8tal..d,
Invested or sold by .~ Trustee In Trust to apply such
parts of the Income and prlllclpal thereof, In the sole
ll17 c: 'JI~
.....,
Page 2
discretion of ~ Trustee. as may be necessary for the
maintenance and education of ~ aaid children and any
balance remaining In the hands of ~ Trustee shall be
paid to the said children upon their attaining the age
of twenty-one (21) years.
I direct that such payments for maintenance and
education shall be made without the intervention or a
guardian and the receipt of such person as may be
selected by ~ Trustee to disburse the same ahall be
a sufficient acquittance and my Truatee is hereby in-
vested with power to ael1, assign, transfer, pledge,
mortgage, lease, manage. control, retain, Invest and
reinvest the corpus of the said trust and such aecurities
and other property as shall be deemed proper without
being restricted to investments known as legal invest-
ments or legal aecurities for fiduciaries under the
laws of the Commonwealth of Pennsylvania.
v.
1 hereby nominate, constitute and appoint Cumberland
County National Bank and Trust Company, New Cumberland,
Pennsylvania, completely, guardian of ~ said Children,
in the event that they be minors at the time of ~ death,
in all of the instances listed in Section 18 (b) of the
Wills Act of 1947 as amended and in all other instances
where 1 am authorized by law or permitted to do 80. ~
said guardian shall have the same powers and purposes to
deal with the corpus of the said guardianship as my said
Trustee in the next preceding paragraph.
VI.
My executor shall pay for the maintenance and care
Page 3
of my said husband during any part of the said three (3)
months that he shall survive me.
VII.
I hereby nominate, constitute and appoint Cumberland
County National Bank and Trust Company, Mew Cumberland,
Pennsylvania, completely, as my said Truetee in Trust.
VI 11 .
I hereby nominate, constitute and appoint my husband,
Fred E. Hostetler, Jr., as the sole executor of this my
Last Will and Testament and 1 direct that he shall not be
required to enter security in any Jurisdiction in which
he may act. In the event that the said Fred E. Hostetler,
Jr. refuses or is unable to act for any reason, 1 then
hereby nominate, constitute and appoint
completely, as the sole executor of this my Last Will and
Testament.
IN WITNESS WHEREOF, I have hereunto affixed my
hand and seal thia ~~ day of ~ ' 1957.
~'Pc.~~
Mary Hoste er
lSEAL)
Page 4
The foregoing instrument consisting of three (3)
pages, was on this ~;;"'-..J day of 7~7 ' 1957,
subscribed on Page I and at the end thereof by Mary E.
Hostetler, the above named testatrix, and by her signed,
sealed, published and declared to be her Last Will and
Testament, in the presence of us and each of us, who
thereupon at her request, In her presence, and in the
presence of each other, have hereunto sub~cribed our
names as attesting witnesses thereto.
.) i?2 /-)
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;)-/ YO. '-'-'-'}.1'1-<_d-(A.~ - VWJ..<;;;:'''<l'L,/' .....:
Address
"/9' '4 ' ,,,~~,,cd-A<' ;a/
:JGia re ss ...
~IRST CODICIL TO LAST WILL AND TBSTAMENT O~
MARY B. HOSTBTLER
I, Jlary B. Hostetler, of Cumberland County, Pennsylvania,.
declare this to be the First Codicil to my Last Will and Testament
dated the 22nd day of May, 1957,
~IRSTI
I qi ve and bequeath to my daughter, Vickie Ann
Martson, the following diamond rings:
1. My white gold engagement ring containing one large
round center diamond and one smaller diamond on either side (the
large center stone is chipped).
2. My matching white gold wedding band containing fi~e
r) C"."
__ t'7:~
small, round diamonds .:';~:J c;..rl
:~ ?J r: ::.:;
3. My white gold wedding band containing the -d14monij~
~,;5 ;1 6
that were in my first set of wedding rings and were res~~;~t~~
or,::::, II "":','"
white gold band. The ring contains a large center di~nd at\l1
c. N
three small round diamonds on either side, and six diamond chips bn
either side of the small round diamonds.
IBCOND:
I give and bequeath to my daughter, Sandra K.
Updegraff, my cocktail-style diamond ring consisting of fifteen
diamonds and a center diamond weighing .16 carats, mounted in 14K
white gold.
THIRD: I hereby delete Paragraph VIII of my said Last will
and Testament and replace it with the following: I
nominate,
constitute and appoint my husband, Fred E. Hostetler, Jr., to be
the Executor of this my Last Will and Testament. In the event he
should predecease me, or is unwilling or unable to serve as
Executor for any reason, I nominate, constitute and appoint M.
Wayne Hostetler, Sandra K. Updegraff and Vickie A. Hartson, or the
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-T1
survivor of them as Co-Executors.
~OURTB: In all other respects, I hereby ratify and confirm
and republish my aforementioned Last Will and Testament toqether
with this Codicil as and for my Last will and Testament.
III WIDBSS WBBRBO~, I have hereunto set my hand this t9.Ji day
of ~~+ , 1992 .
2t~o~?te~ (SEAL)
SS# 1.95-07-1.400
SIGNED, published and declared on the date hereof by the
above-named Testator as and for the First Codicil to Testator's
Last Will and Testament, in the presence of us, who have hereunto
subscribed our names as witnesses hereto, in the presence of the
said Testator and of each other.
~
-&~~
-+-
OMS NO. 2502.0265 ofr
A. B. TYPE OF LOAN:
U.S. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT 1.00FHA 2.oFmHA 3.0CONV. UNINS. 4.0 VA 5. DCONV. INS.
6. FILE NUMBER: 17. LOAN NUMBER:
SETTLEMENT STATEMENT GLl206-05 4086727
8. MORTGAGE INS CASE NUMBER:
C. NOTE: This fom1 is furnished to give you a statement of ectual selllement costs. Amounts paid to and by the selllement agent are shown.
Items marked '(POC]" were peid outside tha closing; thay are shown here for informational purposes and are not included in the totals.
'0 3I9ll (Gll206-06.PFO/GL~17)
D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER:
ROGER A. GLINES ESTATE OF MARY E. HOSTETLER ACCUBANC MORTGAGE A DIVISION
61 WAL MAR MANOR 517 HERMAN AVENUE OF NATIONAL CITY BANK OF
DILLSBURG. PA 17019 LEMOYNE, PA 17043 INDIANA
7125 THOMAS EDISON DRIVE
.. COLUMBIA. MD 21046
.
G. PROPERTY LOCATION: H. SETTLEMENT AGENT: 25-1619811 I. SETTLEMENT DATE:
517 HERMAN AVENUE TRI-COUNTY ABSTRACT SERVICE
LEMOYNE, PA 17043 July 20, 2005
CUMBERLAND County, Pennsylvania PLACE OF SETTLEMENT
100 OLD YORK ROAD
NEW CUMBERLAND, PA 17070
J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION
100. GROSS AMOUNT DUE FROM BORROWER: 400. GROSS AMOUNT DUE TO SELLER:
101. Contract Sales Price 77 ,325.00 401. Contract Sales Price 77 ,325.00
102. Personal Property 402. Personal Property
103. Settlement Charaes to Borrower Line 1400) 4,376.98 403.
104. 404.
105. 405.
Adiustments For Items Paid Bv Seller in advance Adiustments For ttems Paid Bv Seffer in advance
106. CilyiTown Taxes 07/20/05 10 01/01/06 I 133.81 406. CilvfTown Taxes 07/20/05 to 01/01/06 133.81
107. Countv Taxes to 407. Countv Taxes to
108. SCHOOL TAX 07/20/05 to 07/01/06 632.13 408. SCHOOL TAX 07/20105 to 07/01/06 632.13
109. SEWER BILL 07/201051010/01105 47.61 409. SEWER BILL 07/20/0510 10/01/05 47.61
110. TRASH BILL 07120/05 to 10/01/05 28.57 410. TRASH BILL 07120/051010/01/05 28.57
111. 411.
112. 412.
120. GROSS AMOUNT DUE FROM BORROWER 82,544.10 420. GROSS AMOUNT DUE TO SELLER 78,167.12
200, AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER:
201. Deoosn or earnest money 5,000.00 501. Excess Deoosil tSee Instrucllons
202. Princioal Amounl of New Loan s 76,718.00 502. Settlemenl Charoes 10 Seller lLine 1400) 1,339.25
203. Existino loanls\ taken subject 10 503. Exislino loan(s) taken subiecllo
204. 504. Payoff of first Mortgage
205. I 505. PaYOff of second Mortaaae
206. 506.
207. 507. (Deoosit disb. as Droceeds)
208. 508.
209. 509.
Adiustments For Items Unoaid By Seller Ad'ustments For Items Unpaid By Seller
210. CilvfTown Taxes to 510. CilvlTown Taxes to
211. Counlv Taxes to 511. Counlv Taxes to
212. SCHOOL TAX 10 512. SCHOOL TAX to
213. 513.
214. 514.
215. 515.
216. 516.
217. 517.
218. 518.
219. 519.
220. TOTAL PAID BY/FOR BORROWER 81,718.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 1,339.25
300. CASH AT SETTLEMENT FROMITO BORROWER: 600. CASH AT SETTLEMENT TOIFROM SELLER:
301. Gross Amount Due From Borrower (Line 120) 82,544.10 601. Gross Amount Due To Seller lLine 420) 78,167.12
302. Less Amounl Paid By/For Borrower lLine 220) ( 81,718.00 602. Less Reductions Due Seller (Line 520) ( 1,339.25
303. CASH ( X FROM) ( TO) BORROWER 826.10 603. CASH ( X TO)( FROM) SELLER rr 76,827.87
] ~
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The undersigned hereby acknowledge receipl of a completed copy of pages 1&2 of Ihis statement & any attachments referred 10 herein.
I HAVE CAREFULLY REVIEWED THE HUD-1 SETTLEMENT STATEMENT AND TO THE BEST OF MY KNOWLEDGE AND BELIEF, IT IS A TRUE AND
ACCURATE STATEMENT OF ALL RECEIPTS AND DISBURSEMENTS MADE ON MY ACCOUNT OR BY ME IN THIS TRANSACTION. I FURTHER CERTIFY
THAT I HAVE RECEIVED ~.99py OF THE HUD.-1 SETTLEMENT STATEMENT.
Borrower --:1c'~ Cc ~ Seller EST
ROGER A. INES
TO THE BEST OF MY~N LEDGE, TH HUD-1
FUNDS WHICH WERE R 0 AND VE BE
TRANSACTION.. ,
SETTLEME 0 FICER
Settlement Agent'
WARNING: IT IS A CRIME TO KNOWINGLY MAKE FALSE STA't ENTS TO THE UNITED STATES ON THIS OR ANY SIMILAR FORM. PENALTIES UPON
CONVICTION CAN INCLUDE A FINE AND IMPRISONMENT. FOR DETAILS SEE: TITLE 18 U.S. CODE SECTION 1001 & SECTION 1010.
BY:
TTLE T STATEMENT WHICH I HAVE PREPA D IS A TRUE AND ACCURATE ACCOUNT OF THE
ILL E SED BY THE UNDERSIGN D AS PART OF THE SETTLEMENT OF THIS
~ 1~ fJ7' 77
'. _ IPlt>h, g'tf
'5 f4A It-- ~
~~ /0/.tJ 3
L. SETTLEMENT CHARGES
700. TOTAL COMMISSION Based on Price $ @ % PAID FR~ PAID FROM
{)ivision of Commission line 700! as Follows: 8ORROWER"S SEu.E.R'S
701. $ to FUMOS loT FUNOS AT
702. $ to SETTLEMENT SEffiEMENT
703. Commission Paid at Settlement
704. TRANSACTION FEE 10
800. ITEMS PAYABLE IN CONNECTION WITH LOAN
80 1. Loan Drioination Fee 0.9852 % to ACCUBANC MORTGAGE A DIVISION OF NATIONAL CITY BANt 755.65
802. Loan Discount % 10 ACCUBANC MORTGAGE A DIVISION OF NATIONAL CITY BANt -767.18
803. Appraisal Fee to LYNN R. BAKER 300.00
804. Credit Report to LAND AMERICAIINFOl 20.75
805. Lender's Inspection Fee to LYNN R. BAKER 65.00
806. Mortoaoe Ins. App. Fee to
807. Assumption Fee to
808. TAX SERVICE FEE to LAND AMERICA , SELLER HELP 77.00
809 LOAN PROCESSING FEE to ACCUBANC MORTGAGE A DIVISION OF NATIONAL CI1l'r:watt HELP 175.00
810. UNDERWRITING FEE to ACCUBANC MORTGAGE A DIVISION OF NATIONAL CI1l'r:BIUII HELP 150.00
811. FLOOD CERT FEE to FIRST AMERICAN FLOOD DATA SERVICES 7.50
900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE
901. Interest From 07120105 to 08101/05 @ $ 12.870000/day ( 12 days %) 154.4-4
902. Mortoaoe Insurance Premium for months to
903. Hazard Insurance Premium for 1.0 vears to MURRAY INSURANCE POC: $492.00
904.
905. FHA ONE TIME MIP to DEPT. OF HOUSING & URBAN DEVELOPEMENT 1.133.78
1000. RESERVES DEPOSITED WITH LENDER
100 1. Hazard Insurance 3.000 months ~ $ 41.00 oar month 123.00
1002. Mortoaae Insurance months I $ oar month
1003. CitvlTown Taxes months $ Der month
1004. Coon'" Taxes 6.000 months $ 24.67 oar month 148.02
1005. SCHOOL TAX 2.000 months @ $ 60.25 per month 120.50
1006. months Ifll $ oar month
1007. months /1l) S ......r month
1008. AGGREGATE ESCROW ADJUSTMEI months til $ oer month -139.68
1100. TITLE CHARGES
1101. Settlement or ClosinQ Fee to
1102. CLOSING PROTECTION LETTER to FIRST AMERICAN TITLE INSURANCE COMPANY 35.00
1103. Tille Examination to
1104. Tille Insurance Binder to
1105. Document Preparation to
1106. NotarY Fees to CASH 12.00 8.00
1107. Attorney's Fees to ROBERT E. MYERS, ESQ. 500.00
includes above item numbers:
1108. Title Insurance to TRI-COUNTY ABSTRACT SERVICE AGENT 726.75
(Includes above Item numbers: )
1109. Lender's Coverage $ 76,718.00 104457416
1110. Owner's Coverage $ 77,325.00 726.75 104228784
1111. ENDORSEMENTS to TRI-COUNTY ABSTRACT SERVICE 100, 300, 8.1 150.00
1112.
1113.
1200. GOVERNMENT RECORDING AND TRANSFER CHARGES
1201. Recording Fees: Deed $ 40.50; Mortgage $ 72.50; Releases $ 113.00
1202. Citv/CounlY Tax/Stamos: Deed 773.25' MortQaoe 773.25
1203. State Tax/Stamos: Revenue Stamos 773.25; Mortoaae 773.25
1204.
1205. OVERNIGHT/COURIER FEES
1300. ADDITIONAL SETTLEMENT CHARGES
1301. Survev to
1302. PeMlo~ion 10 HOME PARAMOUNT 55.00
1303. TERMITE REPORT to ROGERS APPRAISAL SERVICE, INC. #5157 90.00
1304. SEWER 10103-12103 & 7/05-09/05 to LEMOYNE BOROUGH ACCOUNT 330900 120.00
1305. TRASH BILL JULY - SEPT to LEMOYNE BOROUGH ACCOUNT 330900 36.00
1400. TOTAL SETTLEMENT CHARGES tEnler on Lines 103, Seclion J ;and 502.Secllon KI 4,376.98 1,339.25
8y Iigning p.ge 1 of Ihis .~. !he IliQnelarlea ackl10Wtedge receiPt 0( . compM:Wd copy of peoe 2 of this ~PI98~. )-1 "lLf; / J-
- ,{;+~Ljid " //>/ /I-CO
SETTLEMENT OFFICER ,~
p.... 2
Settlement Agent
(j
Certified 10 be a true copy.
( GLI2OO-05 I GlI206-05 /17 )
H~t<:-k."/-Gk.'k:l::> ':::~;.i4
~1'~Ctlf-t'W.
412 768 3458
G PNCBAN<
April 8, 2005
Scott M Dinner
Attn: Scott M Dinner
3117 Chestnut St.
Camp Hill, P A 17011
RE: Estate of Mary E Hostetler (Deceased)
SSN: 19S.o7-1400
DOD: 03-09-2005
sop
Dear Mr. Dinner:
In response to your request for Date of Death balances for the customer noted above, our
records show the foJlowil1i:
Chetkia, Aceoullt
Account #5140030482
Established 02-01-1957
MARY B HOSTETLER
DOD balance; $889.54 + $0.00 accrued interest
SaviDa8 Mcoat
Account~5l30079469
Established 04-04-1983
MARY E HOSTETLER
DOD balance: $39,883.11 + $13.28 accrued interest
The decedent maintained Investment Ac(1ount #43576487 for further infonnation please
call 1-800-762-6111.
Please note that this office only provides date of death balances for deposit accounts
(mAs. CDs, Checking and Savings accounts). We do Dot procell &DY fl"a"d1tl
t1"aDlactioo. or pro'Yide .atem'Oll. If you need assistance with any of these items,
please call1.888-PNC-BANK ()-888-762-2265) or stop by your local PNC Bank branch
office.
Sincerely,
~:t.~
2rica L Schlegel
1-800-762-177.5
P7 -PFSC..04-F
500 Pint Ave.
Pi~b\lrgb P A 15219
Memb<< FDIC
P .121/01
TOTAL P.01
lOT #
DATE
I CONSIGNMENT CONTRACT AND SETTLEMENT I
RECEIVED BY:
CONSIGNOR'S NAME
/--/ ()ST{~IC(;\
,,'
t YTiD L
ADDRESS
PHONE
ZIP CODE
.'
QUANTITY DESCRIPTION OF CONSIGNED ITEMS I QUANTITY DESCRIPTION OF CONSIGNED ITEMS
,
''l:
.
I
.
SHEET #
OF_TOTAL SHEETS
SETTLEMENT
EXPENSES: . .TotALCO~S'9--NOR SALES
;0 ilk COMMISSION $)/0 d . f )
$
$
$
$
TOTAL EXPENSES
s!O;Ce1. r (J
/......
I (consignor} hereby commiSSIon you to sell the items listed above & on
the attached sheets to the highest bidder by public auclion. I certify that
I am the owner 01 the above listed items and have good title and the right
to ~II them. 1 certify that the items listed are free Irom all incumbrances.
I allree to accept all responslbdity for providing good title and tor delivery
of title to the purchaser. It is agreed thai the consignee is not responsible
for the1ass QI any item due to fira, theft, damage. etc. I understand that
a ~__ % commission will be deducted lrom the gross sales
of my Items. "No Bid" items will be disposed 01 at the discretion 01 the
Auctioneer/Auction House. Payment will be made to the consignor within
~ days lrom date of sale.
c.
"
,L" _......
Auctioneer/Au
CHECK NO.
NET PAYABLE TO CONSIGNOR
31rJ. ff
$
7.o/;}.(' (~-
Date
Consignor Signature
"
, ,I '",.
.'./C..ti..../
I
APPRAISAL REPORT
OF
PERSONAL PROPERTY
(COINS)
OF
Mary E. Hostetler, deceased
date of death (d.o.d.) March 09, 2005
517 Herman Ave.
Lemoyne, P A 17043
for:
Sandy Updegraff, Executrix
Vickie Martson, Executrix
M. Wayne Hostetler, Executor
AS OF:
d.o.d. March 09, 2005
Reported on April 29, 2005
BY:
mIS APPRAISAL
SERVICES
145 N Hanover St.
P'QBozP4
Carlisle, P A 17013
(717) P43-.J474
lax g!J8-{}!XJ'2
Ibisas@eartJJinlc.net
TABLE OF CONTENTS
Table of Contents
Appraisal Certificate
Appraisal Summary
Photograph & CD-ROM Instructions
Personal Property Listing
Appraisal Summary (Copy)
References
Statement of Qualifications
Assumptions and Limiting Conditions
2
3
4
5
(j
8
9
10
11
2
APPRAISAL CERTIFICATE
I hereby certify that, upon the request for the estate appraisal of the personal property of
Mary E. Hostetler, deceased, 517 Herman Ave. Lemoyne, P A 17043, I have personally
and physically inspected the listed personal property. The personal property was
appraised to determine the FAIR MARKET VALUE, AS OF d.o.d. March 09,2005 &
reported on April 29, 2005. The date of inspection was April 15, 2005.
The information and values contained in this report are based upon my experience as an
appraiser and other reliable sources. The personal property was found to be in FAIR to
EXCELLENT condition, unless otherwise noted. Values are reported piece-by-piece,
and/or as a whole. All values reported have been determined with consideration to the
condition of the item, market conditions, and salability factors.
3
APPRAISAL SUMMARY
It is in my opinion, that as of d.o.d. March 09, 2005, the Fair Market Value of the
personal property of Mary E. Hostetler, deceased, 517 Herman Ave. Lemoyne, PA
17043:
(One Thousand Nineteen Dollars and Forty Three Cents)
($1,019.43)
IBIS APPRAISAL
SER VICES
The report must be read in its entiretv. The Appraisal Summarv ONL Y is
not the appraisal report.
4
Photograph and CD-ROM Instructions
Ibis Appraisal Services has provided you with a CD-ROM that houses all of the digital
photographs of all of the items appraised. The CD-ROM also contains a saved copy of
the appraisal report. This CD-ROM may be kept with the paper copy of the appraisal
report or kept off-site, such as a safety deposit box.
The photographs are saved in the JPEG picture format, meaning that all of the file names
end with a ".JPG".
The file names correspond to the written appraisal report's Corresponding Photograph
File that is included at the end of each item appraised.
Getting started with your CD-ROM
1. Insert the CD-ROM into your computer's CD-ROM Drive. If you do not have a
computer or access to a CD-ROM Drive--a copy store, office supply store, or public
library will be able to help you view and/or print your pictures.
2. Your computer may contain one or several different software programs that will
allow you to view your pictures. Examples of these programs are Draw, Photo Editor,
Picture It! Express, Photo Suite, My Photo Center, Photo Studio Lite, Photo Shop
Pro, Picture CD, or Photo Deluxe. The program that is included with a digital camera
is another way to view your pictures.
. Select the program for viewing photographs and open the program.
3. Click FILE, and Click OPEN.
4. Use the Pull-Down, "Look in" Menu and select the D Drive (D:) or whichever drive
is designated as your CD-ROM (sometimes this may be the E Drive (E:) on your
computer).
. NOTE
. Your CD-ROM Drive is designated with a small CD-ROM graphic Icon or a
cartoon representing the drive.
. The drives of your computer can be found under My Computer section of the Pull-
Down "Look in" Menu. Common Drives are: A Drive (floppy disc drive), the C
Drive (hard disc drive), the 0 Drive (CD-ROM Drive), and the E Drive (sometimes
CD-ROM Drive; sometimes an external drive, like a CD-ROM Writer, Zip, or Jazz
Drive).
5. Double-click on the photograph you wish to view.
5
Personal Property Listing
Category: Coins & Currency (Numismatics)
1 Cent No date wheat oennv. $0.01
2 Nickels. Buffalo nickels. 1924 (xl) [$1.20], 1925 (xl) [$1.80], 1936 (xl) $3.60
f$0.60].
3 Nickel. Coooernickels. 1940 (xl) f$0.05/each], 1948 (xl) f$O.04]. $0.14
4 f . 1963 $1 bill, Barr. $1.75
5 Dollars. Morgan dollars. 18790 (xl) [$7.20], l88ls (xl) [$7.20/each], $316.40
l883s (xl) [$5.00], 1883 (xl) [$7.20], 1884 (xl) [$7.20], 1885 (xl)
[$7.20], 1886 (xl) [$7.20], 18860 (xl) [$7.20], 1887 (xl) [$7.20/each],
1888 (xl) [$7.20/each], 1889 (xS) [$7.20/each], 1890 (xl) [$7.20], 18940
(xl) [$15.00], 1897 (xl) [$7.20], 1898 (xl) [$7.20], 18990 (x4)
[$7.20/each], 1900s (xl) [$8.40], 1900 (xl) [$7.20], 1921d (xl) [$6.00],
1921s (x17) [$6.00/eachl.
6 Dollars. Peace dollars. 1922 (x13) [$7.20/each], 1922s (xl) [$7.20/each], $365.40
1922d (xl) [$7.20], 1923 (xlO) [$7.20/each], 1923s (xl) [$7.20/each],
1924 (x13) [$7.20/each], 1924s (xl) [$9.00], 1925 (x6) [$7.20/each],
1926s (xl) f$9.00], 1926 (xl) f$9.001.
7 Ouarters. Silver quarters. 1934 (xl) [$2.40],1935 (xl) [$2.40],1936 (x3) $185.25
[$2.40/each], 1937 (xl) [$3.00], 1939 (xl) [$1.80/each], 1941 (x3)
[$1.80/each], 1942 (x9) [$1.80/each], 1943 (xl) [$1.80], 1944 (x4)
[$1.65/each], 1945 (x4) [$1.35/each], 1947 (xl) [$1.35], 1948 (xl)
[$1.35], 1949 (xl) [$1.95], 1950 (xl) [$1.35/each], 1951 (x3)
[$1.80/each], 1952 (x]) [$1.50/each], 1953 (xl) [$1.20], 1954 (x])
[$1.20/each], 1957 (xS) [$1.80/each], 1958 (x6) [$1.35/each], 1959 (x3)
[S1.50/each], 1960 (xS) [$1.20/each], 1961 (x9) [$1.20/each], 1962 (x8)
r$1.20/each1, 1963 (xI2) r$1.20/each1, 1964 (x39) rS1.20/each].
8 Half Dollars. Walking Liberty half dollars. 1936 (xl) [$3.00], 1937 (xl) $12.00
f$3.00l, 1942 (xl) [$3.001, 1945 (xl) f$3.00].
9 . Four Standin~ Liberty Quarters with no dates. $2.50
10 Dimes. Silver Roosevelt dimes. 1946-1949 (xlO) [S1.41/each], 1950s $51. 73
(xl2) f$0.39/each], 1960-1964 (x83) f$0.35/each].
11 Dimes. Winged Liberty Head (Mercury) dimes. 1936 (xl) [$0.60],1940 $9.65
(xl) [$0.60], 1941 (xl) [$0.60/each], 1942 (xl) [$0.60], 1942 with a hole
(xl) [$0.05], 1943 (x4) [$0.60/each], 1944 (x]) [SO.60/each], 1945 (x4)
f$0.60/each].
12 Currencv. 1935A $1 blue silver certificate (x3) r$I1.00/each]. $33.00
13 Currencv. 1935C $1 blue silver certificate. $2.50
6
14 Currencv. 1935E $1 blue silver certificate. $1.50
15 Currencv. 1957 $1 blue silver certificate (x3) rS1.80/eachl. $5.40
16 . 1957 A $1 blue silver certificate. $1.80
17 . 1957B $1 blue silver certificate. $1.80
18 Currencv. 1929 $10 brown, The Federal Reserve Bank of New York. $25.00
Total 51,019.43
7
APPRAISAL SUMMARY (COPY)
It is in my opinion, that as of d.o.d. March 09,2005, the Fair Market Value of the
personal property of Mary E. Hostetler, deceased, 517 Herman Ave. Lemoyne, PA
17043:
(One Thousand Nineteen Dollars and Forty Three Cents)
($1,019.43)
IBIS APPRAISAL
SER VICES
.~------~--
The report must be read in its entiretv. The Appraisal Summary ONLY is
not the appraisal report.
8
Appraisal References
Brickers. Chuck E. Auction. 93 Texaco Rd. Mechanicsburg, P A 17050
Coin World's Coin Values. March 2005. Amos Press, Ohio.
Conestoga Auction Company. Inc. 768 Graystone Rd. Manheim, PA 17545
DeHart's Auction Services & Used Furniture. 1554 Holly Pike Carlisle, PA 17013
eBay. http://www.ebay.com
Gottshall. Jr.. Roy Auctions. 113 Forge Rd. Boiling Springs, P A 17007
Hershey. Dan Auctioneering Service. 3 Brown Rd. Shippensburg, PA 17257
Hudgeons, M. et at. 2005. Officia12005 B1ackbook Price Guide to United States Paper
Money. House of Collectibles, New York.
F. Loney. C.A.P.P.. L.P.I. 2005. Personal Communication
Ocker. Carl E. Auction. 4401 Philadelphia Ave. Chambersburg, PA 17201
Rowe's Auction Service. 2505 Ritner Hwy. Carlisle, PA 17013
York Town Auction. Inc. 1625 Haviland Rd. York, PA 17404
9
Statement of Qualifications
Alyssa L. Loney, C.A.P.P.
Professional Designations and Certifications
c.A.P.P. - Certified Appraiser of Personal Property designation earned through course work
and classes provided by the Institute of Appraisal of Personal Property.
Archaeological Resources Protection Act - Certified to conduct investigations and damage
assessment that pertains to violations of the United States federal, state, and local laws
pertaining to archaeological sites and cultural properties. Including by not limited to the
Archaeological Resources Protection Act of 1979, National Historic Preservation Act of
1966, the Native American Graves Protection and Repatriation Act and the American
Antiquities Act of 1906.
Professional Accomplishments
. State Historical and Underwater Archaeologist for the State of Louisiana.
. Attended the Conservation ofIndian Artifacts Symposium sponsored by the Smithsonian
Institution and the Tunica-Biloxi Indian Reservation, Marksville, Louisiana.
. Director of the West Virginia University Historical Costume Museum.
. Research Archaeologist! Artifact Instructor for CADW (Welsh Historic Monuments)/
University of York, England.
. Research and Preservation Specialist for the Maryland Historical Trust.
. Presented and published works for national and international organizations including the
Society for Historical Archaeology, Middle-Atlantic Archaeology Conference, Southeastern
Archaeological Conference, Louisiana Archaeological Society, and the Maryland Historical
Trust.
Education
B.Sc.
Historical Textiles and Clothing, 1992, West Virginia University, Morgantown,
West Virginia, United States.
Medieval Archaeology, 1995, University of York, York, England.
Certified Appraiser of Personal Property, 2001, Institute of Appraisal of Personal
Property, York, Pennsylvania, United States.
Certified to conduct investigations and damage assessment that pertains to
violations ofthe United States federal, state, and local laws pertaining to
archaeological sites and cultural properties.
First Step Entrepreneurial Series, 2001, Kutztown University of Pennsylvania,
Small Business Development Center.
M.A.
C.A.P.P.
A.R.P.A.
S.B.D.C.
Presently
Director and Founder of Ibis Appraisal Services. Member ofInstitute of Appraisal of Personal
Property, American Society of Appraisers, Appraisers Association of America, International
Society of Appraisers, and Professional Coin Grading Service.
Conducts extensive on-site appraisals, assessments, analyses, and authentication of personal and
cultural property. Operates on local, national, and international levels. Conducts research on all
objects considered personal and cultural property.
10
Assumptions and Limiting Conditions
The term "Fair Market Value", as used in this report, is defined as follows: The highest price an
item would bring if the sale occurred under normal market conditions providing
1. neither the buyer or seller is acting under duress,
2. the property has been exposed on the open market for a reasonable length of time,
3. both the buyer and the seller are aware of the potential assets and defects,
4. no unusual circumstances are present.
This appraisal was based upon the following assumptions, limitations, and conditions:
1. The information contained in this report was gathered from sources considered reliable,
personal examination, research of authenticity and comparable sales and/or auction prices.
2. No responsibility is assumed for matters that are legal in nature, including, but not limited to:
the representation of others concerning the value, authenticity, condition, origin, or
provenance of an item appraised.
3. The appraiser assumed that a normal and careful examination of the property was sufficient
to determine its quality and condition and that no extraordinary examination procedures were
to be utilized, unless these were specially requested and the expenditure of funds therefore
authorized.
4. The appraiser's court attendance and expert testimony report, if required, are not included as
part of this report. The appraiser does have the right to refuse testimony.
THE UNDERSIGNED HEREBY CERTIFIES;
1. That I have no interest now, nor have I had an interest in the past, nor shall I
contemplate an interest in the future, in the property covered by this appraisal.
2. That to the best of my knowledge and belief, all statements and information included
in this appraisal are true and based upon objective findings and that no pertinent
information has been knowingly withheld or deleted in this report.
3. That neither the employment to make this appraisal or compensation for doing so is
contingent upon the value of the property.
It is the firm belief of the appraiser that the information furnished in this appraisal report and the
conclusions drawn from this information are true and correct, but they are not guaranteed.
IBIS APPRAISAL
:JjlER_VIC~ ~
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11
INVOICE
"(Jm,1ewe61t !1l.f.pair &' $ala
~~804 Market Street
e, PA 17043
11 ~-o155
040697
SOLD TO
ADDRESS
CITY, STATE, ZIP
CITY, STATE, ZIP
ORDERED
~tiL
CUSTOMER ORDER NO.
ar- 5840
----
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1-'AUJ:. uUZ/002
Fax Server
LJfe tIIUI AIIIIIIiIy CIoJwu
P.O. Box 942/2
PalO/me, IL 60094-4212
~
Allstate.
'I'bu're in golld h."al
April 7, 2005
Scott M. Dinner, Attorney At Law
Via Facsimile
717-761-5008
Re:
Administrator for:
Contract No:
Mary Hostetler
Allstate Life Insurance Company
GAOOO18478
Dear Mr. Dinner:
We have been requested to complete Internal Revenue Service (IRS) Form 712 with regard to the
referenced contract.
The purpose of Form 712 is to provide an estate or donor with the value of a life insurance contract or
with its proceeds as of certain date (usually the owner's date of death or date of transfer of the contract).
The coIl'l:Wrt referenced was an annuity cont:ract, which is not reportable on IRS form 712.
The following information is provided regarding the value of the annuity and other data as of the date
specified:
Date ofDcath: 3/9/05
Annuity Value- as of Date of Death: $ 253,143.75
Cost Basis: S 200,000.00
.The actual amount paid may differ due to Mm'ket Value Adjustments and/or any applicable Surrender
Charges.
If you have any questions, or need further assistance, please contact the Customer Care Unit at 1-877-499-
6418.
Sincerely,
Jennifer Evans
Life and Annuity Claims
Overnight Addreu: 544 Lakeview Parkwa)', Vernon llills, IL 60061
ToR Free Fu: 1-866-635-4523