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HomeMy WebLinkAbout09-11-81 (3) '1 , j,., RE V-449 Ef+ (9-80) COMMONWEj.L TH OF PENNSYLVANIA . L>EPARTMENT OF REVENUE T~ANSFER INHERITANCE TAX RESIDENT DECEDENT STATEMENT OF FIDUCIARY (Instructions on Reverse Sid3) Estate of Clara I. Way Last Address 110 Dauphin Street Enol., Penna. 17025 Date of Death Nov.mh.r 2~, lQRO Social Security No. 721-18-3314 State File No. (CITY! (STATE) (ZIP) Coun ty Fi I e No. 21-78-680 1. Decedent died: ( ) Intestate (without a will) (X) Testate (leaving a last will--copy attached) 2. Is the filing of a Federal Estate Tax Return required for this estate? Yes_ No x 3. (X) Executor ) Administrator Name John M. Eakin Social $ecuri ty No. .la2=-18-6991 Address Market Square Building Mechanic.burg, Penna. 17055 (CITY) (STATE) (ZIP! 4. All correspondence should be mailed to (X ) Attorney Fiduciary. 5. If an attorney is representing the estate, indicate: Address Eakin & Eakin Market Square Building Mechanic.burg, Penna. (CITY) (STATE) Telephone No. 766-3172 Name 17055 (ZIP) List all safe deposit boxes registered in the decedent's individual name, or jointly with, -or as an agent or deputy of another, or in decedent's individual name with right of access by another as agent or deputy. Include the name and address of the bank or other institution where the safe deposit box is located, the name (s) in which the box is registered and the relationship of the joint holders to the decedent. NAME AND ADDRESS OF BANK OR OTHER INSTITUTION NAME OR NAMES IN WHICH RELATIONSHIP OF JOINT IN WHICH DECEDENT MAINTAINED A SAFE DEPOSIT BOX SAFE DEPOSIT BOX IS REGISTERED HOLDERS TO DECEDENT None - Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief it is true, correct and complete. . -c .-/~. , // h' . '}, L ft.." V,-- < 1,-,- ) )\ I ,- ) SIGNATURE OF FIDUCIARY 9 ,'iJlh/f' 61 I DAH .... 11 oI!ejler q. Connor ~ 2159 MARKET STREET CAMP HILL, PENNSYLVANIA 17011 737-0574 APPRAISAL OF THE VALUE CERTIFICATE For: Mr. John M. Eakin Market Square Building Mechanicsburg, PA 17055 I hereby certify that I have personally examined the property described as 2 Story Frame, Semi-Detached Residential Dwelling Situated: 110 Dauphin Street, Enola, PA Clara I. Way, Estate and it is my opinion that the value of said property as of the January A.D. 1981 ~ TH I RTY THOUSAND .............. ($ 3 0 , 000) . . . . . . . . . . . . . . . . . . DOLLARS. 20th day of The property was appraised as a whole owned in fee simple and unencumbered by any indebtedness. I further certify that I have no present or contemplated future interest in the property appraised or the result of this appraisal and that this appraisal was made in conformity with the standards of practice of the American Institute of Real Estate Appraisers, and the Society of Real Estate Appraisers, of which I am a member. The American Institute of Real Estate Appraisers conducts a voluntary program of continuing education for its designated members. MAIs and RMs who meet the mini- mum standards of this program are awarded periodic educational certification. I am certified under this program through December 31, 1983. AQ.e SEAL LIMITING CONDITIONS The opinion of value expressed above is the result of and is subject to the data and con- ditions described in detail in the accompanying report of 3 pages. No responsibility is assumed for matters of a legal nature concerning the appraised property, nor of questions of survey. No fractional part of this appraisal is to be used in conjunction with another appraisal. Such use renders it invalid. IMPROVEMENTS 2 Story Frame, Semi-Detached Residential Dwelling Lot size uu9Qu';;tu.u ...X.u..:l.{),9..'u.;tu........u.uu.Construction; Existing .uuX u.uu...u...... u." ........ Proposed............................................._ livi ng units ..9f.l/?....... Construction ...hf?l:JE?e.t.9.$...$hi.D9J~..$,tClt .f.l9.9.Y.E?f. ..fJ:"..~!!!.E?............ Stories........~......u..........Age.....:z.~.j;.. Basem e nt .......If.LJ.:I:.:L....9~.rt).E?f.l.t.....I:l.a..!3..~.!!!E?.f.l.t..l.....E>.1,l.JTIP...P1,l.fllP.... ........................................................................................................... .--..................-....--.-................--.........-.....................--..... ...........---..--- 1 st floor: LR.. 2nd floor: LR 3nd floor: LR.. 1 ... DR.....:!:......... K....1.-......... BR........ ... DR.................. K..........u.... BRu. 4 ... DR.... u.uu' Ku.u.u.........u BR.. .... Closets... 1 .... Bath ........ Closets.. 4..u. Bath. uu' Closets.... u. Bath.u ......u.... Other ..I!:I}~.1..<:>.~.~.c1.....~~.9..!".....R9..f.g.):1. .1.-............ Other ................................................................. .... ............. Other ............u......................u.......................... TYPE OF PLUMBING: (a) Bathroom .<::.~.ti:lrnic tile wCl.~l}scoting, comb<:>.~.....t:\:I.e.....i:l.I1.d s..f:l<:>.\\1.~~.!......:?~.~.i.:::................ mod ern ...~.i.~.1:1J.r e s, a s.l?l:.i:l.~.t:....t:.i.}.E:!...~~<:>g!....-::u..?~y.~.i9f:l:t:.~... .................................u..................................u............................ (b) Ki tchen .....wQ9.Q..G..g..p.iD..~t$.....JQJ"mi.qg...G.Q1Jnt.~x;...t.Qp-......p.Q.!:.c.ela.i..!l...s.i.D..K....w.i..t.h..........._ ..G.~x.fimJ.c..ti..J.~..P..gC.K.~.P.l9$h.t....fr.ge...$.t.9ngj,n9..g.lectr;iQ urfi!1.gg..t..J;i,..!lQ.l.elJ.ID.....:[l..9.QL.C.QYgJ"..ing.................. INTERIOR: Walls - Plaster ... .X........Dry .u u.. Other .........'I'.tL.E?....G.g.,t.J,.in9.$.................................u......u.....u... Floors .uuHC\rqW.QQ<t .......... Woodwork ....P.i.ne ......... Natural Fireplace.....J:il.9.D..~........u........ BASEMENT: Foundation ....u.$tQn~ . Floor ....~QD.Cr;et~.. ..........Excavated .u............uuulQ.Qu.....% Heating: Type ....fQ.r;c.~Cl...B.Q.t:...l\.i..r;. ..Fuel........u ...Q.i.J...........................Air Conditioning.......NQD.e..................... Water heater .3).G.i:lJJ.9D.G.i:l5. ...W aler softener....N.9D.~...............Laundry trays.............N9..D.e..................... ROOF: Type .l.\~pha.).J:... ?.l1.tn..91.E!. ..u .... ..Condition....G.QQCl... u.uGutters and downspouts.....G.9..l..Y..9.!}.i~~Cl........... MISCElLANEOUS: Insulation None. ..uStorms ......u~g.Q... % Screens...........~Q.... % CONDITION: (a) Exterior }\S.J:).~S..t9.$uu$hJf.l.9+~uu$i<U.!}g':':"u Good uuuu...u.u.Remaining useful life of building: (b) I nteri or ....:pJ.?$.t:.~J.e.gL.P<:i.~.I}.:t:~Cluu<:inc:1lqr:u .P9P.~f..E?c:1.:'::..J~Y.~r:9.9..~.................~.?...................u.............................. GARAGE: Construction ..' u......N.<?D.~..... .Roof ..................:'::=..u....................................No. of cars.......:'::.:::............. Size .u..............Type of doors .....u.... Driveway .....Q.'l....?.t.f..~~.t...R9.f..~J.r1.9.........................h OTHER BUILDINGS: ..... N9.l1~u. .....................u .................. ............................................................................................................. UTILITIES: Sewer .......Rtl.p:ljg............ Water . .....?.L.lpU.~...u .u...Gas.... .....R':l.!::?U.<::.. ..........Electric ......?tl.!::?~..~.~........................ Well ..u .)J:q.n..~u..... u............... .Septic tank.......t.J2!:l.~.......Size .......:::.-::................................ STREET IMPROVEMENTS: Walks ....c:;gl}g.:r:E!.t.E:Faving..M?<::<:i.9.i:l!!!.....uc. and Gutter ....<::.<:>I]P.:r:.~.t:.~....AlIey ...~~~.~9.~.~..............._ TAXES: Current general ............~~~~..~..?~....uu.... u. ..u.....Spedal assessments ..9':l~.r:t:.~E.~X....:?E:!~~.!:.....:?.~E.Y.~.~.~....~.~.~!:.9..~..~ COMMENT: Ne ig h borhood trend ....~~.~i..9..~.f.l.t:...t..9.:l,..':':".....s..t:..i:lt:.i c u...........................................................................................-....- Type structures $~.I}.g.l.-.~.....s.....s..~:fl\.i..:::p.~.t.<:ig.l1.~9...P.~.~:l,.:!:J.l1.g~............... Condition E.'.~.~.r......~<:>....Q<:>.C?~.....Age ......?Q....:.....?..Q...... Any area deterimental influences: Old residential area. This property could rent for $..).9.Q..... u.......per month. The marketability of this property is ..............!\.Y..E?E.a.:9..~u.... Recommended necessary repairs and possible cost: Dwelling is in average condition and no repairs are needed. Plot Plan sketch and/or perimeter drawing of building. IH~ ~ /1- I:H<- t Tbrc4l P~it WALL 2" ZSli:llZ1/ 1i C'l!iI.t-D...t + q' O..l)"ll..;:1I- J( J. ,71 1 "I / I ~ 11.'lf G4r1'1~ .. CALCULATIONS Dwelling Area 14.5' x 31' 450 sq. ft . 8 ' X 20' 160 " " 2' x 9' 18 " " 2nd Floor 31' x 22.5' 698 " " 1,326 sq. ft. Replacement Cost- New Dwelling Area 1,326 sq. ft. @ $24.00 Enclosed Porch 132 sq. ft. @ $8.00 Open Porch 88 sq.ft. @ $6.00 Enclosed Porch 11' x 12' ~ 132 sq. ft. Less Depreciation physical 20% (Age & deferred maintenance) Functional -0- Open Porch 8' xlI' 88 sq.ft. Economic 5% (Old residential~ea) 25% Depreciated Value of Improvements Landscaping and walks Land As Lot Address Comparable Properties Date Sale Price No.1 4 8 South EnolaDr ive, EI101auL"P1\. uuu 7/~0 . uj29,090 No.2 . (6 Rooms'u}bedroOrn!3,l~uba1;:l1s.... AspestO.8usl1ingle sid~ng.J 129 . E.. Cumber land Hoad, Enola, PA.. u uu:L:L179$ 3 2,900 (6. Roomsu'u3bedrooms,1 bath'uA1\lIDinumusiqin9.J 127 E. CumberlanduRoad, Bno1a, PA 11/80 Pl,090 . . (6. Rooms, u3tlec1roOms .1utlath. .. Aluminumsic1ing.) No.3 VALUE BY MARKET APPROACH Sq. Ft. $31,824 ;:: 1,056 528 $33,408 - 8,352 $25,056 1,000 4,000 $30,056 .u:lI~40uu 18' x 125' Lot Size 1,281.u .lu,281u 30,000 50' x 125' 50' x 125' LAND Lot is level with street grade to dwelling, gentle slope above grade from dwell- ing to rear of lot, average landscaping. Concrete walks and curbing. On street parking. Zoned Residential. Protective covenants, party wall and utility easements considered in valuation. No visible violations or encroachments. Subject property is not in the flood plain area. DISTRICT Located on the south side of Dauphin Street, Cumberland County, Enola, Pennsyl- vania. Known and numbered as 110 Dauphin Street, Enola, PA. Area consists of single and semi-detached residential dwellings ranging in age from 60 to 80 years old, many of the dwellings have been modernized over the past several years. Schools, shopping, transportation, churches and public parks are all within walking distance. Real estate sales have been slow due to the tight money market. Subject property would qualify for all types of financing. " C.A.\. r-1 U III ofejfel' q. Canno/' 2159 MARKET STREET CAMP HILL, PENNSYLVANIA 17011 737-0574 APPRAISAL OF THE VALUE CERTIFICATE For: Mr. John M. Eakin Market Square Building Mechanicsburg, PA 17055 I hereby certify that I have personally examined the property described as 2 Story Frame, Semi-Detached Dwelling with Detached Garage. Situated: 163 Susquehanna Avenue, Enola, PA Clara I. Way, Estate and it is my opinion that the value of said property as of the 20th day of January A.D. 1981 is TWENTY-THREE THOUSAND, FIVE HUNDRED .....($23,500)........DOLLARS. The property was appraised as a whole owned in fee simple and unencumbered by any indebtedness. I further certify that I have no present or contemplated future interest in the property appraised or the result of this appraisal and that this appraisal was made in conformity with the standards of practice of the American Institute of Real Estate Appraisers, and the Society of Real Estate Appraisers, of which I am a member. The American Institute of Real Estate Appraisers conducts a voluntary program of continuing education for its designated members. MAIs and RMs who meet the mini- mum standards of this program are awarded periodic educational certification. I am certified under this program through December 31, 1983. ~~ SEAL LIMITING CONDITIONS The opinion of value expressed above is the result of and is subject to the data and con- ditions described in detail in the accompanying report of 3 pages. No responsibility is assumed for matters of a legal na.ture concerning the appraised property, nor of questions of survey. No fractional part of this appraisal is to be used in conjunction with another appraisal. Such use renders it invalid. - - .-_.. '___ .... .:t._.......-.... . UTILI~~~I: ~.~.~.~~...::::::::::::;..~~~.~.~:.::..::..:.:.....:::~~:~:~.:.:.::...::~.~~~:~~::.::.::..::.::.::..:.:.:.:.:.:.:..~.~.~.......:.;.~~~iE~L..:~i.i.::~i:~.~~~~~.~:::::P.~b~~:~:::::::::::::::::::::::: STREET IMPROVEMENTS: Walks C.Qng.r;gt.~...Paving......M.aC.ad.arn.........C. and Gutter ....~.Qn9..~.~.t.~....Alley ...........M:;~.~ii~;;:;......... TAXES. C $. 27 O. ............;................................ . urrent general ............... .............f..O'.Q........................................Spec:lal assessments .....Q.~9.-.~.t.~.~J,y....e.~.~.~.f....~.~.f.Y..~.9..!?....9..h~.;:g.~. COMMENT: Neighborhood trend ...g!=..;3..~.9..~.!:l.1:..~.~.~.....:::...Jmp.~.()ying Type structures ....~A~.9.J,.~....~....e.~~~.~.P..~.~.~~.h.~.9.....p..~.f?:~.~.~~~i;3.::::::::::::C~~d;~;.~~..~::~~IE::::i.:?::::~~9.:~:A~~..::::::~I:::::::~I::~ Any area deterimental influences: Old residential area. This property could rent for $..........lQ.9.......................per month. The marketability of this property is .................Av.e.r.ag.e..........................................................._....._..._..._._.... Recommended necessary repairs and possible cost: Dwelling is in average condition and no repairs are needed. Plot Plan sketch and/or perimeter drawing of building. EJ:-~'---S r ).Z AOA~!. 1 If" f J) hu1i \.VALL. 2sf<>t.'\ ( 5e"H- J~' if [)"1A<:d.J. 1 "J.' cu.. u...... 1- t {''t--' 't '--"l IMPROVEMENTS 2~ Sto.ry, Semi-Detached Residential Dwelling with Detached 2 Car Garage. Lot si ze ........5.0.'......+.................X..........l2.6..'.....z............Construction; Existing ........X............................... ................ Proposed.................................................. Livi n9 un i ts ...Qn~=......Construction ..............Er.ame....w.i.tb....Asb.e s.to.s...Shing.l.e...Sidin.g. Stories.........2..................Age.....1S...;:t. Basement ......Full....cem.en.t...bas.ement............................................ ...................................................................................................................................................... 1 st floor: LR...........l....... DR..........l....... K..........l........ BR..................... Closets........................ Bath........................ Other ..................................................................... 2nd floor: LR..................... DR..................... K..................... BR..........2........ Closets...........2.......... Bath.............l........ Other ..................................................................... 3nd floor: LR..................... DR..................... K..................... BR..................... Closets........................ Bath........................ Other ..................................................................... TYPE OF P LUMBI N G: (a) Bath room .....~~.f.9.mJ.g.....t.i.J.~....w.~.i..n :3,9.q:t:.i..ng....?[l.9....t.J.99..+...I.....g9.m.l:;>q..!.....:t:~.P.....f!.n9.....~.h.9.W.~.f..1 Jl\<?c:l~.J:'.I}.....(~.~.~.l1..~.~.~..!................................................................................................................................................................................................................................................... (b) Kitchen ...?i~.~.~J.....<:?~.l:?~.[l.~.~.~.l....P<?J:'.C?~,1,.~.~.~....~.~.[l.!<..l.....~f..~~.....~.!:..?,[l.g..i..~g....g.~.~....f.~.[lg.~.L........._ ..(;l~Pl:19..J,.!:.....:t:.~.,1,.~.....f..J,.9.gE..~................................................................................................................................................................................................................................... INTERIOR: Walls - Plaster .................~.......................Dry ................................................ Other ....~<?g9....P~.~~.l.:.J,.~r:1.9........................................................... Floors ...................?.~I1.e............ ....................................................... Woodwork ..........?JI1.e............................... Natura I Fire place...........~gr:1.~................ BASEMEN T: Fou nd ation .............~.t::<?~~....................................FI oor........................9..c>.I1.<:? E.e..t.e................................... Exca voted .................l.:.9..Q.............. % Heat i ng: Type ......................H.9..t....8.i..r...............................F uel...................................O';i,.l......................................Ai r Cond i tion ing ...........N.9.D&................ Water heater ........J.2......G.i:lJJ..9.D. u.G.i:l.f?...................................W aler sofIe ne r ....~.9.D.~....................La u nd ry trays...W.?,1?.h~.f.....c:l.fY~:r.... ho.o. k \) RO 0 F: Type ........~f.'Pl:1.9..:L.:t:...e.h.~.~gl.:.~.....E................Cond ition..............f.f!.i"r......................Gutters a nd downspouts.........G.?J,.Y.f!.n.i..;z;~9.....u Metal MISCELLAN EO US: I n sui at ion ........~.<?r:1.e.............................................................. ..........................................Storms.:::...l.OO....... % Screens..........l.OQ.... % CONDITION: (a) Exterior ......}\.9.pgR.:t:QR....s..b.J.n.9J.~....$..;i,.q.i.D.g:::'...b.y.~f.~g.~............................Remaining useful life of building: ( b) I nterior .....)?Ji:l.$.t.~.rg.q...~....W.9.9.9...P.?[l.~.J,J..g.9...::::.jW~.f.i:l.9g.........................................2..91\'1................................................ GA RAGE: Constr uction .............J?.rJ.gK....~....f.f..~m~.................................................Roof ...b.f?Ph.?J,.t.....$.hJn.gJg/.....:N~. r 01 ~~rs..........2.............. Size ......22..~.....x....22.~.....,...........Type of doors ................Ov.erh.ead..................... Driveway ........St.Qo.e................................................................... OTH ER BU I LDINGS: .......No.n.e.~.............................................................................................................................................................................................................................. UTILITIES: Sewer ............Pllbl.ic................. Water .........Pllhl.ic........................Gas ......Pll.bl.i.c.....................Electric ......P..y.b.li.c......................... Well ...........................N.Qn~.................... ..........................................................................................Septic tank....~.9n~............Size ...........::::::'............................ STREET IMPROVEMENTS: Walks C.Qng.t'..~.t.~...Paving......Mac.ad.am.........C. and Gutter ....~.9.D.Q.f.~.t~....Alley ...........M.~.Q.?,Q.~!:n.......... TAXES: Current general ..............$..n.O'....O',Q...........:............................Spec;ial assessments .....Q.\.,l.~.f..t~.!;'),.Y.....!?~.Y.?.~f.....~.~.;.Y.J9.~....Q.h~.f.9.~. COMMEN T: Nei 9 h borhood trend ...~~.~..i..~~.~.~..~.(;l~.....:::.....+.mp.f.9..Y.tr:1:g................................................................................................................................... Type structu res ....~J~.9.,1,.e.....~....~.~!:n.~:::-P.~:t:.~C?.h.~.9.....p..'1..~.~.J,.~.~9..~..........-.. Cond ition..g~.~.!:....~g....~.~9.9..Age ......~.9.....:::....~.9._.... Any area deterimental influences: Old residential area. This property could rent for $.........J..Q.Q.......................per month. The marketability of this property is .................Av.e.r.ag.e........................................................._..___._..._....... Recommended necessary repairs and possible cost: Dwelling is in average co.nditio.n and no. repairs are needed. Plot Plan sketch and/or perimeter drawing of building. ~:~~T ;:z ADA6l. 1 if f J.1cf :f 11 (' lY h 121 'I \.VALL. <. 1S10l'i SCMI- f),,-\-&:d...l. D... u...~ t{t-I'f'-'4 .- . CALCULATIONS Dwelling Area 14' x 28' x 2 = 14' X 10' = 784 sq. ft. 140 " " Replacement Cost- New Dwelling Area 924 sq. ft. @ $24.00 = $22,176 924 sq. ft. Porch 45 sq. ft. @ $8.00 = 360 $22,536 Porch 5' x 9' = 45 sq. ft. Garage 22' x 22' = 484 sq. ft. Less Depreciation Physical 35% (Age & deferred' maintenance) Functional -0- Economic 5% (Old residential area) 40% = - 9,014 Depreciated Value of Dwelling $13 ,522 Garage 484 sq. ft. @ $12.00 = $5,808 Less Depreciation Physical 30% (Age & deferred main- tenance) -1,742 = 4,066 Landscaping, walks and driveway 1,000 Land As Lot 5,000 $23,588 Address Comparable Properties Date Sale Price Sq. Ft. Lot Size No.1. ....1..()()...$Qll1:l:1 .:El1,Q+<l,..Px=,i.Y~l..:EI1.9.:I,<?-..L)?A........... .9./'~Q..................$J4..,..9.QO ..........1...I..l,..7()........h.JQ..'...~..~7.?'. . . (6 .l{c>()m~.f.. .3.... .l:>~ Cl r. c>()f.ll ~.,....:I:... .l:>.?l.t.h.~....... :L.?lr..g~....?.. ~.t: C>J:'Y ..9 ",.1:'. ",9~... .?l~<:i.. ."'!9. r.1.<.Si.h9.p...L. ..hh........ ...h..h..h....._h ..h.... No. 2 ...19.. High... Street,....Enola,....PA.. ....... .........8./80........ ..........h..S32,OOO................1,120......h..30.'...K.19Q..'. . .......(6. Rooffis.,....3..bedr.o'Offis.,....l...bath........Aluminum...Siding .... .....1....Car....g.ar.age.A......v..A.......F.inancing)hh. No.3.. 228.. .Wy.offiing...A venue ,....Enola ,.:.. .PA..........................l.Q/.S'O. ..... .... ........... ..... ...$3.2.,.O.OO.....h...........l.,..3..9.8..h.....5.O'.'....xh..l.5Q.'. ....(.9. ...Rool1.1s.I....3...1;:>.e.d.J;. Q.ol1.1s.1....1....p<l,.t.h.. ..... ..A.llJ.mi.rmm...Si.d.i.ng.... ....Re.I1.1Qd~l~.q...L.........................h........... h.................... VALUE BY MARKET APPROACH ................................................$ 23,500 LAND Lot is level with street grade to dwelling and garage, sloping above grade to rear of lot, average landscaping. Stone driveway along the south side of dwelling to garage. Zoned Residential. Protective covenants, party wall and utility easements considered in valuation. No visible violations or encroachments. Property is not located in the flood plain area. DISTRICT Located on the west side of Susquehanna Avenue, Cumberland County, Enola, Pennsyl- vania. Dwelling is known and numbered as 163 Susquehanna Avenue, Enola, Pa. Area consists of single and semi-detached residential dwellings ranging in age from 60 to 80 years old, many of the dwellings have been modernized over the past several years. Schools, shopping, transportation, churches and public parks are all within walk- ing distance. Real estate sales have been slow due to the tight money market. Subject property would qualify for all types of financing.