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HomeMy WebLinkAbout03-24-06 (3) 1'-. " REV-1500 ex + (6-00) * I!! ~~~ w~g GlEm a.. <( OFFICIAL USE ONLY COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG. PA 17128-0601 REV.1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER II I- Z W C W o W C DECEDENrs NAME (LAST, FIRST. AND MIDDLE INITIAL) Koons, Jean M. DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) COUNTY CODE YEAR SOCIAL SECURITY NUMBER 205.09.9594 06 0015 NUMBER THIS RETURN MUST BE FILED IN DUPUCA TE WITH THE (1 ) 154,900.00 (2) 82,847.73 (3) None (4) None (5) 658,019.98 (6) None (7) None (9) 51,388.07 (10) 47.95 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14, Net Value Subject to Tax (Line 12 minus Line 13) 20.0 REGISTER OF WILLS SOCIAL SECURITY NUMBER 4a. Future Interest Compromise (~e of death after 12-12-62) 7. Decedent Maintained a Living Trust (Attach copy of Trust) 10 Spousal Povertv Credit (date of death between . 12-31-91 and 1-1-(5) o 3. Remainder Return (date of death prior to 12-1~2) o 5. Federal Estate Tax Return Required o 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Attach Sch 0) o 1. Original Return o 4. Limited Estate ~ 6. Decedent Died Testate (Attach copy of Will) o 9. Litigation Proceeds Received o o o o 2. Supplemental Return 12-27-2005 07-09-1918 COMPLETE MAILING ADDRESS One West Main Street Shiremanstown, PA 17011 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES n OFFICIAl.. USE ONLY . ) " ') (8) (11) (12) (13) (14) 15. Amount of Line 14 taxable at the spousal tax rate. 0.00 x .00 (15) or transfers under Sec. 9116(a)(1.2) z 0 (16) t= 16.Amount of Line 14 taxable at lineal rate 0.00 x .045 ~ :J a. 17.Amount of Line 14 taxable at sibling rate 0.00 x .12 (17) :E 0 0 18. Amount of Line 14 taxable at collateral rate 829,331.69 x .15 (18) >< ~ 19. Tax Due (19) (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST. FIRST AND MIDDLE INITIAL) !z w c t5 i 8 NAME James D. Bogar FIRM NAME (If applicable) Bogar & Hipp Law Offices TELEPHONE NUMBER 717 -737-8761 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ') 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation. Partnership or Sole-Proprietorship z o t= 'S :J t: a. ~ w ~ 4. Mortgages & Notes Receivable (Schedule D) 5. Cash. Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing ReQuesled 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) D. Separate Billing Requested. 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent. Mortgage liabilities. & liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) ,'1 ("'. ,i 895,767.71 51,436.02 844,331.69 15,000.00 829,331.69 0.00 0.00 0.00 124,399.75 124,399.75 12. Net Value of Estate (line 8 minus Line 11) Copyright 2002 fonn software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00: J ~\q-\ S A S ld l) ~~ ~lO w ~ ~~V ~ ~ Decedent's Complete Address: STREET ADDRESS 303 West Courtland Street CITY Shiremanstown ISTATE PA r ZIP 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) 124,399.75 6,219.99 Total Credits (A + B + C) (2) 6,219.99 3. InterestlPenalty if applicable D. Interest E. Penalty TotallnterestlPenalty (D + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (3) (4) (5) 118,179.76 (5A) (58) 11 8, 1 79.76 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred;.................................................................................. 8 ~xx b. retain the right to designate who shall use the property transferred or its income;.................................... c. retain a reversionary interest; or.................................................................................................................. d. receive the promise for life of either payments, benefits or care?.............................................................. 0 x 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?........................ ........................................ ...................................................... o ~ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... 0 [!] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation?..................................................................................................................... 0 [!] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under pena.ies of perjury, I declare that I have examined this retum, including accompanying schedules and statements, and to the best of my knowledge and belief, . is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF P SON RESPONSIBLE FOR FILING RETURN ADDRESS James. gar DATE One West Main Street Shlremanstown, PA 17011 3( Bb DATE ADDRESS ADDRESS "SIP+{ '" DATE One West Main Street Shiremanstown, PA 17011 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. ~9116 (a) (1.1) (i)). For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1 , 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. ~9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P .S. ~9116 1.2) [72 P.S. ~9116 (a) (1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 99116 (a) (1.3)]. A sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. . Rev-1502 EX+ (6-98) *' SCHEDULE A REAL ESTATE Cow..lON'oM:AlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Koons, Jean M. FILE NUMBER 21-06-0015 All real property owned solely or as a tenant In common must be reported st fair market value. Fair markel value is defllled as the price at which property would be exchanged between a willing buyer and a wilrlng seller, neither being compelled 10 buy or seD, both having reasonable knowfedge of the rel...,ant facts. R_ property which" joIntly-owned with right of survivorship must be disclosed on schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Real Estate - All that certain piece or parcel of real estate having erected thereon a 154,900.00 dwelling house known and numbered as 303 W. Courtland Avenue, Shiremanstown, Pennsylvania. The property was aquired by Thelma P. Grissinger and Jean M. . Koons, by deed dated March 28, 1985 and recorded March 28, 1985 in the Cumberland County Recorder of Deeds Office, a copy of said Deed being attached hereto and incorporated herein. The said Thelma P. Grissinger died May 13, 1985, whereupon full and complete title to the real estate became vested soley in Jean M. Koons. The above-described real estate was transferred to Merrilee Hart Bender and James Bender, residuary beneficiaries of the Estate of Jean M. Koons. A copy of said deed of conveyance is attached hereto. Date of death value is listed on the attached appraisal. . TOTAL (Also enter on Line 1, Recapitulation) 154,900.00 (If more space is needed, additional ~ges of the same size) Copyright (c) 2002 fonn software only The Lackner Group, Inc. Fonn PA-1500 Schedule A (Rev. 6-98) 201.AT-Warranty Deed, Short Form, Act of 1909, Henry\'Hal\. Inc., Indiana. Pa. tltb f~ llttb, MADE THE 0?g-ttL day of March of Ot!r Lord one thousand nine hundred and eighty-five (1985). in the ye((1' BETWEEN THELMA P. GRISSINGER, widow, of Shiremanstown, Cumberland County, Pennsylvania, by and through her Attorney-in-Fact, Jean M. Koons, which is duly recorded in the Office of the Recorder of Deeds in and for Cumberland County, Pennsylvania, in Misc. Book 304, Page 28, Grantor , and THELMA P. GRISSINGER and JEAN M. KOONS, blth of Shiremanstown, Cumberland County, Pennsylvania, Grantee s: WITNESSETH, that in consideration of One ($1.00) dollar and other good and valuable cons:Lderations, JI)1Jl}tf11Jj in hand paid, the receipt whereof is he.reby acknowledged, the said grantm' does hereby grant and convey W the. said grantee s. their heirs and assign.s, as joint tenants. with right of surn:l(oi:'ship~ . /"ALL that. certain piece or parcel of land' nth thefmPJ:ove1i1ents thereon erected situate in the Borough of Shiremanstown, County of Cumberland and State of Pennsylvania, bounded and: described as follows, to wit: BEGINNING at a point on . the northern line of Courtland'Avenue, sa:Ld point be!ng at the di.v::td:tng "line between Lots Nos, 2 and' 3 on the h~reiD.a.fter: mentioned Plan of Lots; thencea:l.ong gait 'di.v:td:tng line North :Ll degrees 04 minutes West, one hundred ten (110) feet to a point on the southern line of ~ot No. 15 on sa~ plan; thence a10ng.the S8,1l1e North 18' degrees 56' minutes East., seventy-five'(I5} feet to a point at the d:i.v::td:tn.g line between' Lots Nos, 2 and: 10n sai.el:" plein. thence along said. dividing' line South 11 degrees 04 m!nutesEast. one hundred ten (110)" feet. to a point on the northern line of .Courtland-_A'llenue',. thE:.nce along .the northern 1ineaf Courtland Avenue', South 18' degrees 56 minutes West. Se'lrenty,...fi:ve','(I5)' feet to a point, the p;lace of BEGINNING. BEnl'G tot No.. 2, Block 'lIe'," on Plan No', 5 "of .Shireman&nor. said - plan being recorded in' the Cumberland Coutity RecorderrsOffice :iJi' Plan Book No~ "13, page 37 . BEING the !>au.:! premises which, John M:, Knaub and: Janet D, Knaub, his' wife. by cieed d:ateci No'icetUber. 5,' 1963 and record:edin' the afopesa:i:d:'Recorcier"sOff,icein Deed Book nArr~. V-01, 2l, Page 604, granted:' anci conveyed: to wn1raIit A. Gr.issinger and Thelma P. Grissinger,h'iswife, And. the said WilHam: A, ,Griss-inger di.ed: June 30, 1967, whereby the title to the above described premises '\rested in-the said Thelma P.. Grissinger. the surV-LVing tenant by the entireties, the Grantor herein. UNDER AND SUBJECT, nevertheless, to easements appearing on record on said Plan and to the restrictions as set forth in the Cumberland County Recorder's Office in Miscel1aneous Record: Book No. 150'. Page 596, 'OiO.'. f' ~,~~j - II . .........t....~~.).._ Cum~. Co.; P... ' SCh~;::;;~., P.... :1,% a..1 Ed.t. T,,,n.le,Ta. ~ ~~~. ~.~. ~.,~\o> Co. Oi.+. Col. Aot. 800]( t 31 PAGE 203 County of CUMBERLAND On this; the a Notary Public the undersigned office?", personally OIppeared JEAN M.' KOONS. Attorney~in-fact for Thelma P. Grissinger. "",-'>1;' ,~..,- known to me (or satisfactorily proven) to be the person whose name is sUbsc1jl(~~~:-'~i~';~~i within instrument, and acknowledged that she executed the same for the p, U, ,1',.' ..t~l"$,~:' ::1,...... ); contained. as the act of her principal. . ~"'r. '.j' ~,t. ~,J ~,~ (#;f' IN WITNESS WHEREOF, I hereunto set my hand and official seal. . 1~: ~ . ~ ; J()).t'Zf.~ ,1 ~ f ../'., /1. ~.:f:",-;,~ '~:,Ft,f' .................. .~.-- "''''--~7'''' . EA ',\'\).':)~ nnE'NJii': :FAIRCLOTH'; NOTAR1' PUBLtC \.~&-;~.....:.:>" llIrC-:';:~:~.~~~~~~:::::c:~'-'~~~~"-- ._.--.....Titk--~i-offi~~:.--...... . AND the said gmntor hereby covenants and agree s that she will warrant generally the property hereby conveyed. '" COMMONWEALTH OF PEt--INSYlVAN1A ,:= 1!~;':~::,~~ ib_=:4 o]~ IN WITNESS WHEREOF, said grantor the day and yea.r first above written. ha s hereunto set her hand and seal mELMA P. GRLSSINGER ~ll1tltl), 6'taltb anD ilcUbtttll B}"'--(~':':~a.c~""'-------~ _~~~~_~~~:( ~~:n::::::~>:=:n::~:=::! t7o{( .. co U"/ ::x ::c. :::Q .0 ;::0 ;::;o~ ~~~~ ;,I, <0 '=! ."-:u "1 "':':ro::::t ,i~ ~J c.~ ,;-~ c::;: o~- &'00 ::i :~ ~ -<0"'1 f ::,.')...., " -. :eo ~ . IT! '"" e::: -c :z State of PENNsYLVANIA }ss. March ~ :fl ~ day of , 19 85 , before me, MaKE' 31 PAGE 204 f (/ r ... State of County of On this, the }ss. day of ,19 , before me, the undersigned officer, personally appeared known to me (or sati,9[actorily proven) to be the person whose name subscribed t{) the within instrument, and acknowledged that he ea:ecuteri the same for the purposes the,'ein contain.efl. . IN J,VITNESS WHEREOF, ~t~er.ezr.nto set my haf/4' and official seal. h.................................... ..h......n.............___.h.n............... ~ Title of Officer. do he,'eby ce,.tify that the p,'ecise residence and complete post office address of the within named grantel' is 19 KJ:!,~~ ~ ~~... 11.>,:\ HI.1i (I'- ifi{ _~ f''''' fit. Attorne'/!."ll/i,1; ~...~.~~.a<,:""c".....--...................... III ~ .; ~ as ~ ~ 0 ~~ ;I ",J.l.t: ~ " ~ 1a J.l ~ l- ~ &I, Ii ~~~ z Ci.I c.; c.;.,..,i>' -( (0..; ~ ~tllEl CI) Cl)aStll 0::: ~ CI) I ~tI5'li-l H 0 ~ P:: ~ J><::zo c.; I C!.lgJ.l -( ll< ~l>4! ~ i! ~:i~ si tJ~~ ~ ~" :::~';~~~~~-_. }". ') RECORDED on this ......-4?X:'.......... day of ....n..w~n--.~..... A. D. 19.~in the Recorder's office of the ~aid COllnty, in Deed Book g Vol. ......~I."'h" Page ..~Qj.......... Given lInde,' my hand and ~~~ stoffi~=:.(tbove written. .......m........h......h. h"''''~ .......,......... ............., Recorder. \"V'U \. ~ J . ~ -'....." "'l ::\:9:1: rl'T' n ""I- I ;: ,... I t: n: nt;;. .':;'1'\ .,r.. ...,L.,,,.....h l~tcORDER OF DEEDS 'bUMBERLMW COUNT'(-PA 2006 rlAR 7 frl 1 33 Tax Parcel No. 37-23-0557-034 THIS INDENTURE, MADE THE BETWEEN ~~day of March, two thousa~d six (2006) JAMES D. BOGAR, Executor of the Last Will and Testament of JEAN M. KOONS, late of the Borough of Shiremanstown, Cumberland County, Pennsylvania 17011, party of the first part, and MERRILEE R. BENDER and CHARLES J. BENDER, a/k/a MERRILEE HART BENDER and JAMES BENDER, wife and husband, of New Cumberland, Cumber- land County, Pennsylvania, parties of the second part: WHEREAS, the said Jean M. Koons by her Last Will and Testament, duly proved and recorded in the Cumberland County Register of Wills Offic~, Pennsylvania, in Docket Book 21-06-0015, Letters Testamentary being issued on January 6, 2006, provided, in pertinent part, as follows: THIRD: I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, to MERRILEE HART BENDER and JAMES BENDER, wife and husband, or the survivor thereof. FOURTH: In addition to all powers granted to them by law and by other provisions of this Wili, I give the fiduciaries acting hereunder the following powers, applica- ble to all property, exercisable without court approval and effective until actual distribution of all property: (A) To sell at public or private sale, or to lease, for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms (including credit, with or without security) or conditions as are deemed proper. This includes ~~~ 273 fAC:22es the power to give legally sufficient instruments for trans- fer of the property and to receive the proceeds of any disposition of it... SEVENTH: I nominate and appoint JAMES D. BOGAR, Executor of this, my Last Will and Testament... NOW THIS INDENTURE WITNESSETH, that the said party of the first part, by virtue of the power and authority aforesaid, in said Will contained, and in consideration of the sum of One Dollars ($1.00) to him paid by the said parties of the second part, at and before the ensealing and delivery of these presents, the receipt whereof is hereby acknowledged, has granted, bargained, sold and conveyed, and does hereby grant, bargain, sell and convey to the said parties of the second part, their heirs and assigns forever: ALL THAT CERTAIN piece or parcel of land with the improvements thereon erected situate in the Borough of Shiremanstown, Cumberland County, Pennsylvania, bounded and described as fol- lows, to wit: BEGINNING at a point on the northern line of Courtland Avenue, said point being at the dividing line between Lots Nos. 2 and 3 on the hereinafter mentioned Plan of Lots; thence along said dividing line North 11 degrees 04 minutes West, one hundred ten (110) feet to a point on the southern line of Lot No. 15 on said plan; thence along the same North 78 degrees 56 minutes East, seventy-five (75) feet to a point at the dividing line between Lot Nos. 2 and 1 on said Plan; thence along said dividing line South 11 degrees 04 minutes East, one hundred ten (110) feet to a point on the northern line of Courtland Avenue; thence along the north line of Courtland Avenue, South 78 degrees 56 minutes West, seventy-five (75) feet to a point, the place of BEGINNING. BEING Lot No.2, Block "K" on Plan No. 5 of Shireman Manor, said plan being recorded in the Cumberland County Recorder's Office in Plan Book No. 13, Page 37. HAVING ERECTED THEREON a dwelling house being known and numbered as 303 West Courtland Avenue, Shiremanstown, Pennsylvania 17011. BEING the same premises which Thelma P. Grissinger, 'widow, by and through her attorney-in-fact, Jean M. Koons, by deed dated March 28, 1985, and recorded March 28, 1985, in the Cumberland County Recorder of Deeds Office in Deed Book "E", Vol. 31, Page 203, BOOK 273 PAGE2269 granted and conveyed unto Thelma P. Grissinger and Jean M. Koons, as joint tenants with the right of survivorship. The said Thelma P. Grissinger died May 13, 1985, whereupon full and complete title to the within described real estate became vested solely in Jean M. Koons. The said Jean M. Koons died December 27, 2005. TOGETHER with all and singular the rights, liberties, privilege~, hereditaments and appurtenances whatsoever thereunto belonging or in anywise appertaining, and the reversions and remainders, rents, issues and profits thereof, and all the estate, right, title, interest, property, claim and demand whatsoever of the said Jean M. Koons at and immediately before the time of her decease, in law or equity or otherwise howsoever, of, in, to or out of the same: TO HAVE AND TO HOLD the said granted premises to the said parties of the second part, their heirs and assigns forever. AND the said party of the first part, does covenant, promise, grant and agree, to and with the said parties of the second part, . their heirs and assigns, by these presents, that the said party of the first part, has not done, committed, or knowingly or willingly suffered to be don~, any act, matter or thing what- soever, whereby the premises aforesaid, or any part thereof, is, are, shall or may be charged or encumbered, in title, charge or estate, or otherwise howsoever. IN WITNESS WHEREOF, the said party of the first part has here- unto set his hand and seal the day and year above written. Signed, Sealed and Delivered ~ {J 7f-;;;2 of (SEAL) , Executor of the M. Koons BOOK 273 PACE22?O COMMONWEALTH OF PENNSYLVANIA SSe COUNTY OF CUMBERLAND On this, the ~nd day of M(.l.(" ("'- , 2006, before me, the undersigned officer, personally appeared JAMES D. BOGAR, Executor of the Estate of Jean M. Koons, known to me (or satisfactorily proven) to be the person described in the foregoing instrument, and acknowledged that he executed ~he same in the capacity therein stated and for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. c1f)i)~ d ~a:mo." Notary Public My Commission Expires: lot SEAL aIREL WIlliAMS, IOTARY PU8lJC IH1REMAHSTOWft BORO.. CUMBEalMO CI. MY COMMISSlOW EXPIRES APRlll. _ CERTIFICATE OF RESIDENCE I do hereby certify that the precise residence and complete post office address of the within named grantees is 303 West Courtland Avenue, Shiremanstown, Pennsylvania 17011. ~2.. 2006 q~~(IA, J es D. Bo a Attorney for rantor PLEASE RETURN TO: James D. Bogar, Esquire One West Main Street Shiremanstown, PA 17011 1 Certify th;t~.~.:::: ,~~, .r~:~,.~:::':~" T CU""'1b""",,~J'~ '." ',.>,-1\.><.. in -' ,LA (""...". .11;..'.-, .- .... ,..~~,.'!JII ....... r..$-' t ", O/.oS-"'... ~~1.;:.3 P. ;', 800K 273 PAcE2211 ~ APPRAISAL OF REAL PROPERTY LOCATED AT: 303 . e<>urUaIld ....... o-cI. Book 311: p_ 203 ~_..... 17011-6510 FOR: J_. D Bo9"'" II:~JB-au.to" 0... ...t. au..in St.net.. Shi."......t.oom. _.,.bani.& 1'011 AS Of: ~ 2'.2005 BY: Gary R. SEiDl t.. CRP. Form SA 1 - 'TOT Allar WindoWS' appraisal saflware by a Ia mode. Inc. -1-800-ALAMOOE billY 11._ 0110'1'" ..Jul~Jr~CJ'" S0106003 Uniform Residential Appralsa Report Fllel S0106003 The DUIDOSe of this su aI reoort Is to provide 1he lender/client with an accurate, and ""'"I.....J , ooinlon 0I1he market value' oI1hesub!ilct Droo8rti I'roDeltv Addless 303 11 Courtland A". ClIv ShJ.~...to"" Stale PA ZIo Code 17011-0' Borrower lI.tate o~ J.an H Koon. (Dee..aed) Owner 01 Public Record J.an H Koon. Deceased' CounIY eu.berl.nd ,leoaI Descrio1lllll Deed Book 311: P.ae 203 Assessor's Parcel" 37-230-557-034 Tax Year 2005 R.E. Taxes $ 1 900.00 NeIMbolhc xl Name Sh.l."....,.t:own BoroUCIb Map Relelel1Ce ADC 3117 G-5 Census Tract 0112.00 Occuoant 1 OWner r 1 Tenant !:Xl Vacant Special Assessments $ o. 00 n PUD HOA $ n per vear r 1 per mof Property R nls ADoIaIsed IX] Fee SimDIe n Leasehold n Other (descrlbel Assklnmen Tvoe 0 Purchase Transaction n Refinance Transaction IXI Other (describe) Il8tate Valuat.l.on Lender/Cl8llt J.... D Boaer ll8auJ.re/llxecutor Address One W..t HeJ.n Street Sbi_tovn Penn""lveni. 17011 Is the s offered for sale or has ft been offered for sale In 1I1e twelve months IlIIor 10 the eIIec\l\'e date of 1Ns - lioliiiisal? f 1 Yes 15?1 No Renort data soun:e(sl used, offerino Price(sl. and date(s\. HIli. I 0 alii 181 did not anaJyze the contract for sale for the subject purchase transaction. Explain the results 0I1I1e analysis 0I1he contract for sale or why the analysis was not P8iformed. HIli. . ContractPrfce$ HIli. OsteolConlIact HIli. ls1heorooertvseller1heowneroloobllcrecord? IXIYes flNo OstaSourcelsl HIli. Is \hen aJrf liIanciaI assistance (loan chalges, sale concessions, lPll or downpaymenl assistance, etc.) 10 be paid by any party on behalf 0I1he borrower? 0 Yes 181 N. U Yes reoort!he total doIar amount and descrtbe 1he fterns 10 be paid. HIli. HIA Hole: Racs IIld the I'lIClaI :ompolilfon of the neighborhood 818 not lIppI'I/IaJ factors. Chariclerlsllcl 0ne-UnII1IouI Trends One-Unit HoIIIIna Pment Land UI8 '" LocaUon r Urban SUburban 0 Rural I Property Values ~ increasing Stable 0 Declinlno PRICE AGE lJne.Unll 80 . BuIl..{Jp r OVer 75% 25-75% n Under 25% llernaIKUSupjl/y [J Sholtage In Balance 0 OVer SuDOlv $1000\ {'IIS\ 2-4 UnII 5 Growth r Rapid Stable 0 Slow Marketing TIme 0 Under 3 m1hs 3-6 mlhs 0 OVer 6 m1hs 142 Low 40 MulII-Fan1lIv 5 NekJ/lbortJood Boundaries The .uMeet is bound by Route 581 to th. North IIoUte 15 to the 160 Hioh 56 Comrnerclal 5 . llaat ltDute 76 to th. South and IIoUte 114 to the W.at. 154 !'red. 42 Other 5 - NeIohborhoodOescrlotlon !'b. aubillet is located in . reeident.l.al er... 8IIlOno Drooerti.. o~ d.iler .tvle end IlUlrJc.t """"al. S_a in the ere. ere oCCUDied end -u.tained. All convenience. ere ...,Uv .cceuU>l. to thll .ubi.et. Schools .b"""ino, -.licel ~.eilitill. end ..,l",,"*,t ere within ainutea of! the eubjeet property. MarkelComllions for1heabove conclusionsl properti.. o~ thi. .tyl. end. ar.. _11 _11 without ..ller. eoncaeeiona. xnter.s-t Buvdown. a:r. not Drevalea:t at this t.be with conventional rates Ui'ld1tr ". Oinenslons 110.0' It 75.0' It 110.0' It 75.0' Area .19 _.. Shape 1lec.........'lar V"rew bsidential SDec/Iic Zonlna Classlllcallllll R Re.idotnt.l.al Buildina 101 Reeident.l.al 1 J'ea1.1v e ~ LeaaI r lleaal NIlIIcorifomina (6Iandfalhered Usel I 1 No ZOnIna IIIIeaaI (describe) Is 1he hIohest and best use 01 sublect property as Inmroved (or as and speclficalionsl1he present use? I5<l Yes n No "No describe U1111Ues - Type PublIc PrIv8Ie J)(J n r1 n FEMA MaD Dale 115/1979 Public Olher(dncrlbe) PubUc Olher(dncrlbe) 0IMlt8 rxJ 1 60 AMP Wat.er rxJ n Slml Jt.eDhalt Gas n J)(J Pr......../Aveilebl. SanIIarv Sewer IXI I I Allev NoU FEMA SosclaI Road Hazan! Area n Yes ~ No FEMA Aood Zone C FEMA Map " 420369000U Anl1he utlIIlles and off-site inDrovernents IvDIcallor the mar1lel area? IZI Yes I] No "No descrlle Ne 1here any adverse site condiIlllllS or extemaIlacIoIS (easernenlll, encroacJunents, envtronmenIaI condlllons land uses, e1c.l? n Yes J)(J No U Yes describe General DescrkIlIan Foundation ExIerIorDeecllDllon ,'.' malerlalslcondlllon InIIrIor matsrIaIlI/condlllon UnIts 15<1 One rJ One wl1h Accessorv Unft 1 CIlIIcrete Slab 1-1 CraWl Soace FaundaIIon Walls cc Block/A_r.". F\o(n CDtlvinvl/Avo # at Storles 1 cx:J foB Basement n PartIal Basement ExIeriar Walls Briclt/J.1~JAV" Walls Drvvall/Painted, A TY118 J)(J Det nAil. 1 S-Oet./End Unft Basement Area 1 232 sQ.ll Roof Surface t"~ Sbin"/A- TrlnVFlI1lsh Wood Paint/St/Ava EJdst/M n Pmnosed 11 Under Canst Basement finish gO "GutleIs & Oownsoouts J.1U11ini_/Aoreraaa Balli Roar V~~lIA- -.-- "...._, Ranch/Aver__ ] Oulslde EnlrY/Eldl [J Sump Pump WIndow TY118 DB/_1./Avo Balli Wainscot cerul./Avo Year Buill 1964 Evidence 01 0 infestation Jtona Storm SasMnsulated 1neul.ted/Aorer__ Car SIoIaml I None EIIsctIve AIle IYrsl 10 r.er. ] Darnoness r J SelIIement Screens !'barIIal./S=-- " at Cars 2 car Attic None HeatIna IXI fWA II I HWBB II I Radlanl Amenllles WoodsIove(sl # 0 Dr Yewav Surlace Concrete Oroo Stair Sl3IIs 1 Olher I Fuel Oil 5<l FireoIacelsl "1 fence Hone GaIaOfl /I of Cars Floor SculUe CoolIno J)(J Central Nr Condillonlna ] PaIIcVOeck Hon. )<: Porch Cov Ft./A >< Caroort " 01 cars 1 ] finished Healed llndividual III Other ] Pool Hone Other X All. n Del. r J BuIl-ln Refr1am Ill" ~ RanovIOven IX! DIshwasher II Disoosal IPI Microwave Ie.I Washer/llrver rl Other (describe\ finished area lIbove!llllde contains: 6 Rooms 3 Bedrooms 1. 5 Ba1h(s) 1 232 Snuare Feet of GrossUviOO Area Above Grade : AddItionaIlealures (SDeCiaI enef!IV eIfIclent items, etc.\. Sub~.ct ba. _lpen. window. t:lu:oUCIbout. Oil tank in b........t .....ieal t.o th. . Ar... Oescrlbe1he condlllon of1l1e llIOIlertv flocIudlno needed reoairs. deterioration, renovations remodellno, ete.!. The .ub~.et. is in .vu.". condition on both 'the inar.:l.or and exterior. ~ aub"\eet bas a standard ~1oo.r D1.-.n and ~iti... Are 111m any nhwical deficiencies Of adverse condltions lhal affect 1he Uvability, soundness or structurallnlearttv of 1he prouertv? n Yes I5(J No "Yes describe Does 1I1e confoon to 1he neiohborltood (func\ional utilily, slyte, condition use Construcllllll etc.l? ~ Yes r 1 No U No describe Freddie Mac Fonn 70 March 2005 Page 1016 Fannie Mae Fonn 1004 March 2005 Form 1004 - "TOTAL lor WindOWS' appralsal soffware by a Ja mode, Inc. - l-SOO-AlAMOOE Uniform Residential ~ppralsa eport FIIe# 80106003 lhereare If/A comoarable IlIUIIeIlIes curreotll offered lor sale In 1he sublect nelahbortlOod I1IIIlIi1a In lIIice from $ If/A to$ If/A There are If/A comoarable sales In \he su WIltin the nast twelve months ranaI1!Iln sala Dllce from $ If/A to $ If/A FEATURE I SUBJECT COMPARABlE SALE # 1 COMPARABlE SAlE # 2 COMPARABlE SALE (I 3 Alldress 303 . CourUand Ave 214 Il. Ch..muto SU"I: 106 s. St:.onezo .l.WtAue 213 CourUand Av..._ Shinen."""" PI. 17011-6510 8hiJ:elllU\."""" PA Shi-..l:o"" PA Shire.anatown PI. Proxlmily to Sublect 0.6!J .J.1.. 0.75 .J.1.. 0.12 .J.l.. Sale Price $ If/J . ... 1$ 15!J !JOO . - 1$ 154 500 $ 142~7 Sale Pr1ceIGross Uv. Area $ SQ.n. $ 122.62 sa.n.1 $ 137.70 SQ.n. S 115.83 SQ.n. Data SOUICe(s MLSIsUh ...co~ HLS/STIIIl. Record. MLS/STIIIl. Recorda V8lIllcaIIon 5ource(S) Public Record Public IlACord Pub1ic Record VALUE AllJIJSThlENTS DESCRIPTION DESCRIPTION +(.) $ Adlus1ment DESCRIPTION +/-) $ Adlus\ment DESCRIP1lON +(.) $ Adluslmef Sales or financing c..h CoD'Y8Dt:1.onal eo-l:ional Concessions DCIM 0 DCIM 2!J DCIM 1 Date of SaIeITIme 6/!J/2006 8/31/2005 1/31/2005 localion l\e.idenUa1/A l\eddenl:ial/A l\e.idMll:i.lIA Ilesiden l:ial/A LeasehDl4'Fee SimPle .... S~l. 1'.. S~l. .... S~l. 1'.. SUm1. SIte . U Acre. .2g Acl:.. .22 Acre. .20 Acre. VIew l\esidenl:ial _idenl:ial/A Ileddenl:ie1/A Ilesidenl:ial/A lles4ln (Style) Ranch/Avers_ Ranch/Aver- Ranch/A~_ Ranch/Aver"". OUalllY of Construction Bric1:/Uu/Ava Bric1:lVin/A_ Bric1:/Uu/AVlJ Bricll:lVin/Ava AdualArJe 42 Tear. 46 Years 56 Year. 45 Y.ar. CondlUon Aversae .a..".raq. Aver_ A'Yeraae Above Grade Total I sams.1 Baths T otII 11lctms.1 BaIIIs Tatd I Bh. BaIh$ Tatd I Bh.1 Baths Room Count 6 I 3 11.5 6 I 3 12.5 6 I 2 1 6 I 3 11.1 Gross Llvfnll Area 1 232 SQ.n. 1 304 sa.ll. 1 122 sa.n. +1 100 1 232 sa.n. IlasemenI & FlnIshed 1,232 Sq.I't. I'uJ.l Ba_to 1'uJ.1 Be_to I'ull Bas_I: Rooms Below Grade I Blr...und/Avcr II'R/Aver...... Ihdinished +2 500 Ihdinished +2 50. FunctfonallJUlltv Aversae Avera_ Averacre Avers_ jieatinjVCoofina :nIll./CA _/CA PD/WinDnits f'fIA/CA Ii-- Tlutmal....../A ~.rlUll......./ Sto_ts/Av +2 500 _1....../1. . elCamart 1 Car ear..ort 1 Car Caraort 1 Car Atl: 1 car CaBort . PorcM'aliolDeck Aver..... Avaraqa Avera_ Aver_ · laces 1 I'irapla... 1 l'irat>1aca 1. Fir_lace . Net Adlustment CTataIl o + rl- S IZI+ 0- $ 6 100 IX:! + rl- $ 2,500 Adjuslfld Sate PrIce Net ... Net 3.9 " Net 1.8 " 01 CornDaabIes Gross ... $ lS!J 900 Gross 3.9 ... $ 160 600 Gross 1.8 " $ 145,200 I IX! did I did not research the sale or transfer hISIDIy "'the su and carnoaraIlIl sales. I not, 8IIlfaIn If/A I MY research [XJ did n did not reveal any prfor sales or flanslers 01 the sublect IIIlIll/!/tv Iar the three YellS prior to the eIIective date oIlhIs appraisal. Data Source(s Local MLS listinos/S'fDs _rta My I!search [XJ did n did nallllveal any Drior sales or transfers 01 the clJlllD8J1llJle sales lor the war lJIior \0 \he date 01 sale of the COIll\Iar.Ible sale. Data Source(s Local MLS Usl:inq./SUh _rt. Report the results 01 the research and IIWvsIs 01 \he prior sale or nnster hlslorl 01 the su and COI _Ie sales (reoort addllonaI prior sales on page 3). ITEM SUBJECT COMPARABLE SAlE #1 COMPARABLE SAlE #2 COMPARABLE SAlE #3 Date 01 POOr Sa1etTrans1er HL8/STIIIl. reporl:. NLS u.u...../ll'1'ICB. lePta MLS Ustinaa/SftIl. ,..,ta MLS 1i.tino./SftIls lePU PrIce 01 Prior SalelTransler indicate 110 1bt aa1a indicate no Ustincr or indicate no 1isl:inq or indicate no 1i.tinq or Data 5ource(s) or b:'an.~.r in Dzior a.l. in J)r.1or 36 .'the sa1a ill Drior 36 _ths aa1a ill orior 36 _th. ~ Date of Data Source/51 36 _nths. 12/27/2005 12/27/2005 12/27/2005 12/27/2005 is of DIlor sale or flansler history of \he sublecl Pl'ODerIV and comoaralJ/e sales No U.l:ino, .ale or tramrr.r or subiecta or cOIIparabl.. t'ound durincr the D~ral:ion ot' this IlDDr.bal raoorl: in Drior 36 _nths. of Sales COIlID8lison Approach All aale. are cJ.a88d tran.action.. All &al.. ar. conaid.red. ."'raaa. ind:i.ca~rs of val.u. and are _icrhtad ~aUv in the t'inial raconciUal:ion. Du. to the 1i.J.tad n_ ot' siaUar and t'a.J.1v uan.t'ars in the sub-lact area .oaa cOIlDerol:>l.. cho.... are coll.idered to be older and/or wider ill Droxillil:v to the .ub;.cI: Droper"" than ideal. IndIcaIed Value bv Sales Cormarfsan Aooroach $ 154 !JOO. 00 indicated Value by: Sales Comperllon Approach $ 154 !Joo. 00 Cost Appn)ach (If developed) $ Income ADProach (II developed) $ If/A TIut .ark.t IlDDroach is the ba.I: IlDDroach t'or l:hia tvDa ot' ..roaarl:v. ~ co.I: approach -rts the valu. indicated'bv the . aarket. aOl)roach. The in~ aDDroacb .1. not. aDD1.icabl. t.o the sub"'ect a. t:ypioal DUrchasers ara acre Ulur..ted. in ~1.u.. th. aub;.ct: contaill. ratheS' 'than 'tb.- UlCo.- it:. ..v D~ce. . This appraisal Is made 181 "as is", 0 subject 10 completion per pin and speclllca1lons on the basls oj a hypo\lletical candlllon that lhe Improvements have been compleled, 0 subject 10 the lolowlng repairs or alterations on the basis 01 a hypalheUcal condltion 1haIlhe I!palrs or aIIerations have been completed, or 0 subject to the . loUowlng required Insoeclion based on the exIraoldinarv assumDlion IhaIthe condlllon or dellclencv does no! require aIler.dfon or reDalr: -..raised in "a. is" condi tion. Based on I complete vIauaI ~ of the interior and exterior areal 01 the I~ plO~ deftned scope of worIr, stal8ment of asaumptiona and Dmlting conditions, end appralser'l ce I my (our) opinion of the market value, sa efIni!d, of real property \hat " the aubjeet of lhis report Is $ 154 !JOO. 00 . II of DeOOllbar 27, 2005 I which Is the dale of iMPecaon and the efIIclIve date of lhis allllflllssL Freddie Mac Form 70 March 2005 JrIB rtU. ::>>tI.UOUWI ru_!" A S0106003 IR Page 2 ot6 Fannie Mae Form 1004 March 2005 Fonn 1004 - "TOTAlIar WIndows' appraIsal'sollware by a Is mode,lnc. -1;8IlO-AlAMOlIE .......101."''''1'''''''''....... .....,,_...._0,1 80106003 Uniform Residential Appraisal ReDort FIle, 80106003 AHCNDIld:Ift' '1'0 SCOPE OF WORJC- 'l'h. intended u..rs or this rMX)rt .ra the Atto,gwv/Cli.nta on1.v and Dot ror anv otlMlre. 'fh-- .~ or work to co..olete this r~rt Wled th. sal.. cOID)arJ.son to det:e~. Eu.r aark.t va!\MI. 'I'h..rlK)1.ao_nt COB; ~~_ used onlY on new construction and the incoatt a1X')roach Ulled onlv when the avb"}~t:. i. 'to b. a mu1U or e11H1'1. Eaailv r.n~l - -- '. - . . . . '. COST AJIIlROACH,TO VALUE (JIot.18CIMd bV Fennlellael ..... '. '.. ..... 0 Provld8 ~ Infonnation for 1I1e lendertcUenl to ronIlr~ \he below cost fllms and calcula1loos. SuoOOrtfor \he DDInIon of site value IsumrnaIV of cornoarable Iald sales or Dlher me1I1ods lor estimaIIno sIle value) NIl. ESTIMATED n REPRODUCTION OR n REPlACEMENT COST NEW OPINION OF SITE V AllJE __n.. n.........._.........................hh..hn............. =$ ; Soon:e of cost data DWEllWG. Sn.R. @ $ ...........- =$ from cost sme Effective dale of cost data Sn.R. 1ft) $ ......._--.. =$ Comments on Cost s IiYtna area cak:ulallons, deoIeCiauon, etc.l .....h... =$ GaraoelCamoll So.Ft~ ......-- =$ . Total Es1inate of Cost-llew .h... .... =$ less PhYsIcal T Functional T ExlemaI DAM!clatlnn T I =$1 IlleorecJa!ed Cost 01 nmrovemenls ...... . ......__..--... .... ..... =$ 'As-/s' Value 01 SIte 1111-. ...............................................--... =$ Estimated RemaInfno Economic Ute /Hoo and VA nnIv\ . YeaIS INDICATED VALUE BY COSUPPIlOACII .....h................ ............h...h =$ '. .' . .. . INCOME APPROACH TO VALUE (not I'llCiuImI bvFannIe IIaij .... .'. . EsUmaIed MMiiiiV Market Rent $ X Gross Rent MullInIlor =$ IndIcaIed Value bv Income AollrOach siJriIiiWY of Income SUIlIlOII fo! malketl1ll1 and GRMl .... . PROJECT INFORMATION FOR PUDa (Ifapp/IClIbIe) . . .' Is 1I1e develoner/bu8def In conlrol 0I111e Homeownm' Assoclallon mOA\? n Yes r -, No ld \VIJe/s) r 1 Detached n Attached Provfde \he followIM Information for PUns ONLY If \he dev.m.r/bullder Is in c:on1rol of \he HOA and \he s Is an aIlached dweIIino unit. ll!llal Name of Pmlor.I ToIlI/ number at Dhases Total number of uni1s T olaI number of units sold Total number of units rented Tolar number at units lor sale Data soun:els) Was \he nmiIlr.l created bv\he conV81Slon of exlsllno bulkHoolsllnto a PUD? rTYesn No UYes,dalBoIconverslon. ~ Does \he nrolAr.l contain any multl-dwellno units? rl Yes r 1 No Data SOUrce AnI \he units, common elements, and recreatlon laclBlles comolele? n Yes . r 1-No U No, describe \he status of cornolellon. . AnI \he common elements leased 10 or bv \he Homeowners' Association? rl Yes TI No . Yes, describe 1I1e rental tenns an~ Describe common elements and recreatitlnal tacHlties. Freddie Mac Form 70 March 2005 Page 3 016 Fannie Mae Form 1004 March 2005 Fonn 1004 - "TOTAl for WIndows' appraisal software by a la mode. Inc. - 1-800-AlAMODE Inft: ''N. W)UO\JU.,)I rifW II" Uniform Residential Ap raisal Report 80106003 FUel 80106003 This report form is designed to report an appraisal of a one-unit property or a one-unit property with an accessory unit; including a unit In a planned unit development (PUD). This report form Is not designed to report an appraisal of a manufactured home or a unit In a condominium or cooperative project. This appraisal report is subject to the following scope of work, Intended use, intended user, definition of market value, statement of assumptions and limiting conditions, and certifications. Modifications, additions, or deletions to the intended use, intended user, definition of market value, or assumptions and limiting conditions are not permitted. The appraiser may expand the scope of work to include any additional research or analysis necessary based on the complexity of this appraisal assignment Modifications or deletions to the certifications are also not permitted. However, additional certifications that do not constitute material alterations to this appraisal report, such as those required by law or those related to the appraiser's continuing education or membership in an appraisal organization, are permitted. SCOPE OF WORK: The scope of work for this appraisal is defined by the complexity of this appraisal assignment and the reporting requirements of this appraisal report form, Including the following definition of market value, statement of assumptions and limiting conditions, and certifications. The appraiser must, at a minimum: (1) perform a complete visual inspection of the interior and exterior areas of the subject property, (2) inspect the neighborhood, (3) inspect each of the comparable sales from at least the street, (4) research, verify, and analyze data from reliable pUblic anel/or private sources, and (5) report his or her analysis, opinions, and conclusions in this appraisal report INTENDED USE: The Intended use of this appraisal report is for the lender/client to evaluate the property that Is the subject of this appraisal for a mortgage finance transaction. INTENDED USER: The Intended USer of this appraisal report is the lender/client. DEANITION OF MARI<ET VALUE: The most probable price which a property should bring in a comlletitive and open market under all conditions requisite to a fair sale, the buyer and seller, each acting prudenUy, knowledgeably and assuming the price Is not affected by undue stimulus. Implicit in this definition is the consummation of a sale as of a specified date and the passing of title from seller to buyer under conditions whereby: (1) buyer and seller are typlcaDy motivated; (2) both parties are well Informed or well advised, and each acting In what he or she considers his or her own best interest; (3) a reasonable time is allowed for exposure in the open mar1(et; (4) payment is made in terms of cash in U. S. dollars or in terms of financial arrangements comparable thereto; and (5) the price represents the normal consideration for the property sold unaffected by special or creative financing or sales concessions. granted by anyone associated with the sale. · Adjustments to the comparables must be made for special or creative financing or sales concessions. No adjustments are necessary for those costs which are normally paid by sellers as a result of tradition or law in a market area; these costs are readily identifiable since the seller pays these costs In virtually all sales transactions. Special or creative finanCing adjustments can be made to the comparable property by comparisons to financing terms offered by a third party Institutional lender that Is not already involved In the property or transaction. Any adjustment should not be calculated on a mechanical dollar for dollar cost of the financing or concession bUt the dollar amount of any adjustment should approximate the market's reaction to the financing or concessions based on the appraiser's judgment STATEMENT OF ASSUMPTIONS AND UMmNG CONDmONS: The appraiser's certification in this report is SUbject to the following assumptions and limiting conditions: 1. The appraiser will not be responsible for matters of a legal nature that affect either the property being appraised or the title to It, except for information that he or she became aware of during the research Involved In performing this appraisal. The appraiser assumes that the title is good and marketable and will not render any opinions about the title. 2. The appraiser has provided a sketch in this appraisal report to show the approximate dimensions of the improvements. The sketch is included only to assist the reader in visualiZing the property and understanding the appraiser's determination of its size. 3. The' appraiser has examined the available flood maps that are provided by the Federal Emergency Management Agency (or other data sources) and has noted In this appraisal report whether any portion of the SUbject site is located in an Identified Special Rood Hazard Area. Because the appraiser Is not a surveyor, he or she makes no guarantees, express or implied, regarding this determination. 4. The app~aiser wiU not give testimony or appear in court because he or she made an appraisal of the property in question, unless specific arrangements to do so have been made beforehand, or as otherwise required by law. 5. The appraiser has noted In this appraisal report any adverse conditions (such as needed repairs, deterioration, the presence of hazardous wastes, toxic substances, etc.) observed during the inspection of the subject property or that he or she became aware of during the research involved in performing the appraisal. Unless otherwise stated in this appraisal report, the appraiser has no knowledge of any hidden or unapparent physical deficiencies or adverse conditions of the property (such as, but not limited to, needed repairs, deterioration, the presence of hazardous wastes, toxic substances adverse environmental conditions, etc.) that would make the property less valuable, and has assumed that there are no' such conditions and makes no guarantees or warranties, express or implied. The appraiser will not be responsible for any such conditions that do exist or for any engineering or testing that might be required to discover whether such conditions exist. Because the appraiser is not an expert In the field of environmental hazards, this appraisal report must not be considered as an environmental assessment of the property. 6. The appraiser has based his or her appraisal report and valuation conclusion for an appraisal that is subject to satiSfactory completion, repairs, or alterations on the assumption that the completion, repairs, or alterations of the subject property will be performed in a professional manner. Freddie Mac Form 70 March 2005 Page 4 of 6 Fannie Mae Form 1004 March 2005 Form 1004 - "TOTAL for WIndows' appraisal software by a Ie mode,lnc. -l-SOO-AlAMOOE II ."" !tV. 0.1.." U\AH.hJ1 I "UO Jr' Uniform Residential Appraisal Report 80106003 Ale # 80106003 APPRAISER'S CERTIACATlON: The Appraiser certifies and agrees that 1. I have. at a minimum, developed and reported this appraisal in accordance With the scope of work requirements stated in this appraisal report. 2. I performed a complete visual inspect/on of the Interior and exterior areas of the subject property. I reported the condition of the improvements In factual. specific terms. I Identllled and reported the physical deficiencies that could affect the livability. soundness, or structural integrity of the property. 3. I performed this appraisal in accordance with the requirements of the Uniform Standards of Professional Appraisal Practice that were adopted and promUlgated by the Appraisal Stahdards Board of The Appraisal Foundation and that were In place at the time this appraisal report was prepared. 4. I developed my opinion of the market value of the real property that is the subject of this report based on the sales comparison approach to value. I have adequate comparable market data to develop a reliable sales comparison approach for this appraisal assignment. I further certify that I considered the cost and income approaches to value but did not develop them. unless otherwise indicated in this report. 5. I researched. verified. analyzed. and reported on any current agreement for sale for the subject property. any offering for sale of the subject property in the twelve months prior to the effective date of this appraisal, and the prior sales of the subject property for a minimum of three years prior to the effective date of this appraisal. unless otherwise Indicated In this report. 6. I researched, verified, analyzed. and reported on the prior sales of the comparable sales for a minimum of one year prior to the date of sale of the comparable sale, unless otherwise indicated in this report 7. I selected and used comparable sales that are locationally, physically, and functionally the most similar to the SUbject property. 8. I have not used comparable sales that were the result of combining a land sale with the contract purchase price of a home that has been built or will be built an the land. 9. I have reported adjustments to the comparable sales that reflect the market's reaction to the differences between the subject property and the comparable sales. 1 O. I verified, from a disinterested source, aU information In this report that was provided by parties who have a financial interest in the sale or financing of the SUbject property. 11. I have knowledge and experience In appraising this type of property in this market area. 12. I am aware of. and have access to, the necessary and appropriate pubUc and private data sources, such as multiple listing services, tax assessment records. public land records and other such data sources for the area in which the property is located. 13. I obtained the information, estimates, and opinions fumished by other parties and expressed in this appraisal report from reliable sources that I believe to be true and correct. 14. I have taken into consideration the factors that have an impact on value with respect to the subject neighborhood, subject property. and the proximity of the subject property to adverse Influences in the development of my opinion of market value. I have noted in this appraisal report any adverse conditions (such as. but not limited to, needed repairs, deterioration. the presence of hazardous wastes, toxic substances, adVerse environmental conditions, etc.) observed during the Inspect/on of the subject property or that I became aware of durfng the research involved in performing this appraisal. I have considered these adverse conditions in my analysis of the property value, and have reported on the effect of the conditions on the value and marketability of the subject property. 15. I have not knowingly withheld any significant Information from this appraisal report and, to the best of my knowledge. all statements and information in this appraisal report are true and correct. 16. I stated in this appraisal report my own personal, unbiased, and professional analysis, opinions, and conclusions, which are subject only to the assumptions and limiting conditions in this appraisal report. 17. I have no present or prospective interest in the property that Is the SUbject of this report, and I have no present or prospective personal interest or bias with respect to the participants in the transaction. I did not base. either partially or completely, my analysis and/or opinion of market Value in this appraisal report on the race, color, religion, sex, age, marital status, handicap, familial status. or national origin of either the prospective owners or occupants of the subject property or of the present owners or occupants of the properties In the vicinity of the subject property or an any other basis prohibited by law. 18, My employment and/or compensation far performing this appraisal or any future or anticipated appraisals was not conditioned on any agreement or understanding, written or otherwise, that I would report (or present analysis supporting) a predetermined specific value, a predetermined minimum value, a range or direction in value, a value that favors the cause of any party, or the attainment of a specific result or occurrence of a specific subsequent event (such as approval of a pending mortgage loan application). 19. I personally prepared all conclusions and opinions about the real estate that were set forth in this appraisal report. If I rel/ed on significant real property appraisal assistance from any Individual or individuals In the performance of this appraisal or the preparation of this appraisal report, I have named such Individual(s) and disclosed the specific tasks performed In this appraisal report. I certify that any individual so named is qualified to perform the tasks. I have not authorized anyone to make a change to any "em In this appraisal report; therefore. any change made to this appraisal is unauthorized and I will take no responsibility for ". 20. I identified the lender/client in this appraisal report who is the Individual. organization, or agent for the organization that ordered and will receive this appraisal report Freddie Mac Form 70 March 2005 Page 5 of 6 Fannie Mae Fonn 1004 March 2005 Form 1004 - 'TOT AI. for Windows' appraisal software by a Ia mode, Inc. - 1-800-ALAMODE 21. The lender/client may disclose or distribute this appraisal report to: the borrower; another lender at the request of the borrower; the mortgagee or its successors and assigns: mortgage insurers; government sponsored enrerprises; other secondary market participants; data' collection or reporting services; professional appraisal organiZations; any department, agency. or instrumentality of the United states: an~ any state, the District of Columbia, or other jurisdictions; without having to obtaln the appraiser's or supervisory appraiser's flf applicable) consent Such consent must be obtained before this appraisal report may be disclosed or distributed to any other party (including, but not limited to, the pUblic through advertising, public relations, news, sales, or other media). 22. I am aware that any disclosure or distribution of this appraisal report by me or the lender/client may be subject to certain laws and regulations. Further, I am also subject to the provisions of the Uniform Standards of Professional Appraisal Practice that pertain to disclosure Dr distribution by me. 23. The borrower, another lender at the request of the borrower, the mortgagee or its successors and assigns, mortgage Insurers, government sponsored enterprises, and other secondary market participants may rely on this appraisal report as part of any mortgage finance transaction that involves anyone or more of these parties. 24. If this appraisal report was transmitted as an "electronic record" containing my "electronic signature," as those terms are defined In applicable federal and/or state laws (excluding audio and video recordings), or a facsimile transmission of this appraisal report containing a copy or representation of my signature, the appraisal report shall be as effective, enforceable and valid as If a paper version of this appraisal report were delivered containing my original hand written signature. 25. Any intentional Dr negDgent misrepresentation(s) contained in this appraisal report may result in civil liability and/or criminal penallles including, but not limited to. fine or Imprisonment or both under the provisions of Title 18, United States Code, Section 1001,et seq., or similar state laws. SUPERVISORY APPRAISER'S CERTIFICATION: The Supervisory Appraiser certifies and agrees that: 1. I directly supervised the appraiser for this appraisal assignment, have read the appraisal report, and agree with the appraiser's analysis, opinions, statements, conclusions, and the appraiser's certification. 2.' I accept full responsibility for the contents of this appraisal report including, but not limited to, the appraiser's analysis, opinions, statements, conclusions, and the appraiser's certification. 3. The appraiser Identified In this appraisal report is either a sub-contractor or an employee of the supervisory appraiser (or the appraisal firm), is qualified to perform this appraisal, and is acceptable to perform this appraisal under the applicable state law. 4. This appraisal report complies with the Uniform standards of Professional Appraisal Practice that were adopted and promulgated by the Appraisal Standards Board of The Appraisal Foundation and that were In place at the time this appraisal report was prepared. 5. If this appraisal report was 'transmitted as an "electronic record" containing my "electronic signature," as those terms are defined in applicable federal and/or state laws (excluding audio and video recordings), or a facsimile transmissiOn of this appraisal report containing a copy or representation of my signature, the appraisal report shall be as effective, enforceable and valid as If a paper version of this appraisal report were delivered containing my original hand written signature. APPRAISER SUPERVISORY APPRAISER (ONLY IF REQUIRED) Signatu~ Signature Name . It:. CRD Name Company Name Gary R.S_it:, CRD Company Name Company Address 1211 __wood CJ.rc1a Company Address Bt:blra. h.......lvU>i. 17319 Telephone Number 717-938-11516 Telephone Number Emall Address HIbo1t.2@eo..t.x.n.~ Emall Address Date of Signature and Report Januarv 19 , 211116 Date of Signature Effective Date of Appraisal DecaMbar 21. 2005 State Certification :# State Certification :# JU.-1389511 or State License :# or State License # Certified Real Zstat. ADDrai..r State or Other (describe) State # expiration Date of Certification or License State PA Expiration Date of Certification or License 6/30/20117 SUBJECT PROPERTY ADDRESS OF PROPERTY APPRAISED o Old not Inspect SUbject property 303 W Court:1and A_ D Did inspect exterior of SUbject property from street Shirwanat;o"", PA 17011-6510 Date of Inspection APPRAISED VALUE OF SUBJECT PROPERTY $ 154.900.110 D Old Inspect Interior and exterior of subject property LENDER/CLIENT Date of Inspection Name J_a D 8oq.r. .aauir.lExecut;or o~ .aQbI COMPARABLE SALES Company Name J.... D Boaar. Z.QUJ.~/Execu'tor Company Address On. W.at Main Straat D Did not inspect exterior of comparable sales from street Sh.i~.toWD. Pen.navlvania 17011 o Did inspect exterior of comparable sales from street Email Address boqar@boqar1aw.COOI Date of Inspection Freddie Mac Form 70 March 2005 trlla 1ft'. .nJ11.NU\h,t1 r~ ","''- Uniform Residential Appraisal Report 80106003 Ale. 80106003 Page6of6 Fannie Mae Form 1004 March 2005 Form 1004- 'TOTAl for WIndows" apJlI3\sal so/tlVare by a Ia mode,lnc. -l-800-AlAMOOE SubJect Photo Page en! IIstate oE Jean H Koons AddIess 303 11' eom:Uand A... Shizwenato.m Lender J_. D B II State PA It .'" ''IU. uu lUUUUo,ll I G\t~ W' f Code 17011-6510 Subject Front 303 11' Courl:land A.... Sales Price KIA Gross Living Area 1,232 Total Rooms 6 Total Bedrooms 3 TalaIlla1hrooms 1.5 Loca\lon IIesJ.dential/A VIew IIeddential SIIe .19 a.cr.s QualIty Bz:ick/Uu/Avg Age 42 r..-. SubJect Rear SubJect Street Form PfC3x5.SR - 'TOTAl. for Windows' appraisal software by a Ia mode, Inc. -l-800-ALAMOOE trm: tw. ..nJ 'U\JUUJI r dUG .'f.r' Building Sketch (Page - 1) Client Satate o~ 01..... III ltoona _aeel A 303 W Cous:U."d Ave Shir-.nat:own Co Cwlber1and Lender o1_a D ... Ila i.../zx.cuto.. Stale PA 2i Code 17011-6510 44.0' 10.0' Storage Bath Bedroom Bath Dining Room Kitchen 28.0' 1 Car Carport 28.0' Bedroom Bedroom living Room L___________po~__________j 4.0' 21.0' 13.0' -..'-<"'" Comments: COCIII QU1 flIp BAa AREA CAlCULATIONS SUMMARY Desctlpllon . SIze Net TobIla lMNG AREA BREAKDO~ BnlIoIcdown Subtotals 1':l.~.1:. 1'100$" Front Porch Garap 1232 . 00 84.00 364.00 1232.00 84.00 364.00 r:i.~.t:. 1'1oor 28.0 x 44.0 1232 . 00 TOTAL LIVABLE (rounded) 1232 1 Calculation Total (rounded) 1232 Form SKT.BldSkI-"TOTAL lorWindows'llpJll3isa/ softwanl by a fa mode,lnc. -t-8OO-Al..AMODE Comparable Photo Page /I UU .." UVIUUUIIUI 'ClU\o".. BorrawerJr.lIont Z.ta~a of! Jaan It Itoons '~caas4ld) SS 303 If ColIrUand "va CIIv ShirlMll.~o_ r.lVlnIv C.....dand State PA ]; Code 17011-6510 lender J.... D Bo....ar J:.~'ira/Ezacu~or Comparable 1 Prox. to Subject Sale Prfce Gross liVing Area TalaI Rooms Total Bedrooms 1 alai 8aII1ruoms locallon VIew Site Quality Age Comparable 2 Prox. to Subfecl Sme Prica Gross Uvlng Area T alai Rooms Total Bectooms TalaI8aII1ruoms location VIew SlI8 Quaflly Age Ale Photo viewed on prevfous drIve-by . Comparable 3 Prox. to Subject Sale Price GIllss UvIng Area ToI3I Rooms Total Bedrooms T otlIBathrooms location VIew SlI8 Oua/ity Age .. Form PIC3x5.CR - 'TOTAl for Windows' appraisal software b~ a la mode, Inc. -l-300-AlAMODE lrlltl NU O)U I UOUU031 rautf ""J~ Location Map a.Ubt of J.... Ii _ lo.c.a-I S 303 'If CO\U~ I"'" CIIv Sh~.to- Countv ~dand Lender J_- 0.......... J:"".u".~tor Sl:.te 1>A 7ln Code 11011-6510 II' "'1-..:5,.\-.)' "iL \ \. It, .,,~>~~ ,.:=:;:;::.-" .,,/1 \\ l,r ===t.;ap2Oi~1 ;i'f'-' ~.. \\ j'~ '~~;JI~,~~' ..:,:'!" ;~~:f=~~ 5 1'1 . ~ _" ~'Y"" ... 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", ~ ~ -Il"" /"" ~ /' ~-::' ~~ ~i:"<:, .,'\, :/-:),' ! ~:~, ~~ " /( . ,\:f-.~ Jl, / f'<>::.. Y -'" I' '" " .--.J ,':- '",..4 '" ~,"':~~'-' \ <:::::::::.::::--- ~,S ,!F ", ' ,\ ,(, "'\ --'. # ,'. "~, // /F~ \. ~~=;;:~~---:::;;'\::, \ ,:~J p ./j'oq.iD ~ "\, ~\ 'F;{l .l" /;,.- ~\./ ~. ~ ~ /' /' ,/~ '<;\ \r- ' { ,_--=-~ ,;f Ronmoyno JndusIri:II ~,' . )..,\ \~, ..\ g I J/ /"'.4 . /. ,,-7 . /" \\ '-' ) /. ' ' ' ,-', "I I.' / ./.,/ . // . '~ ~,1\ ' __' ,_.~~\.., .-7 . ~;.. ,,>, \ I}:", . fonn MAP .LOC _ "TOTAl for WindOWS" appralsal sonware by a Ia mode, Inc, _1-800-ALAMODE "IIG I'lV """I"""'''''' I "'';.I" ~_~_~ MULTI-PURPOSE SUPPLEMENTAL ADDENDUM FOR FEDERALLY RELATED TRANSACTIONS GaIY R. Sebolt Stale PA Zi Code 17011-6510 "" Ii. ThIs Multi-Purpose Supplemental Addendum lor FederaDy Related Transactions was designed to provide the appraiser wl1Il a convenient way to comply wI1h the current appraisal standards and requirements 01 the Federal Deposit Insurance Corporallon (FDIC), the 0IIIce of the Comptroller of Cunency (OCC), The OIIIce of Ttvifl SUpel'lislon (OTS), the Resolution Trust Corpondlon (RTC), lIld the Federal RllS8l'IlI. nts Multl-Purll_ SUPlllemeRtaI Addendum Is for use with any appraisal. Only those statements which have been checked by tile appraiser a'lIly to tile Prollertr belna allpralsed. IZJ PURPOSE & FUNCTION OF APPRAISAL The purpose 01 the appraisal is 10 estimate the maJket value of the subject property as defined herein. The function 01 the appraisal Is to assist 1IIe above-named lender In evaJuallng the subject property lor lending purposes. Thls Is a federaIy reIaIed transaction. ~ EXTENT OF APPRAISAL PROCESS ~ The appr.isal is based on the informatiOn ga\IIered by the appraiser Illlm pubic reconls, O1Iler idenllfied SOIIIteS, Inspection 0I1he subject property and neighborhood, and selecllon of comparable sales within the subject market area. The orIgIna/ sOlllCe 01 the comparables Is shown In the Data SOIIICe section 01 the market grid along with the sou~ of confinnation, "available. The original sou~ Is presenIIld first The sources and data are considelBd reliable. Wl1en confiIcting informallan was pnMded, the ~ deemed most reIlibIe has _ used. Data beli1Ned 10 be unrelable was not included In the report nor used as a basis lor the value conclusion. ~ The RepnxIuctlon COst Is based on Mar.ban and S1df'~ Co.~ Handbook supplemented by the appraiser's knowledge 01 the local market IZJ PhyslcaI depreciation is based on the estimated eIIecllYe age 0/ the subject property. Functional and/or exIemal deprecfatIon, " Pf8S8n!, Is specilicaDy adlhssed In the appraisal report or other addenda. In estlmalIng the sIIe value, the appralser has retled on ptlSonaI knowledge 0/1he local maIkeL This knowledge is based on pOOr ancVor cum analysis 01 sllB sa/es ancVor abslIaction 01 sllB values from sales of Improved properties. ~ The subject prllperty Is Iocatetlln an area 01 primarily uwner-occupled single Iarnlly residences and the Income Approach Is not considered 10 be meaningful. For this reason, the Income Approach was not used. D The Es1lmated Markel Rent and Gross Rent MulUp~ utilized In the Income Approach are based on the appraiser's knowledge of the subject maJiet area. The rental knowledge is based on prior and/or cunent rentallale SUMyS of resldenlial prll\l8I1Ies. The Gross RelIl MuIlipIIer Is based on prior and/or current analysis 01 prices and market !ales lor residential properties. D For Income producing prllp8r11es, ac1UaI rents, vacancies and expenses have been reported and ailaIyzetI. They have been used to project future rents, vacancies and expenses. ~. SUBJECT PROPERTY OFFERINO INFORMAnON According 10 Local MLIl UaUn". and Pub110 Mcords the subject property: D h:ls not been nIIered lor sale In 1IIe past o 30 days 0 1 year D 3 years. o Is curren1lv oIfI!IIld lor sale lor $ D wa&.mIDIlor sale within the past o 30 days 0 1 year 0 3 years lor $ D DfIerlng Information was considered In the final reconciIation 01 value. D 0IIerIng lnIorrnallon was not conslderlld In the final reconcIIallon of value. D DfIering lnIonna1lon was nol avaDable. The reasons lor unavalablllty and the steps 1lIken by the appIiiser are explained later In this addendum. IZJ SALES HISTORY OF SUBJECT PROPERTY According 10 Local. MLIl U.Un". and Public Ilecords the subject JJDP8rlY: D Has not lnmsferretl o In \he past twelve monlhs. 0 In the pastlhlrty-slx months. o In the past 5 years. o Has lransferretl o In the past twelve months. D In the past thirty-sIX months. o in 1he past 5 years. o All prior sales which have occurred In the past are USIetI below and reconclIed to \he appnised vaUe, either In 1he body 01 the report or In the addenda. ,- -- -. - - I IZJ FEMA FLOOD HAZARD DATA IZJ Subject property ~ In a FEMA Spectal Aood Hazan! Area. D Subject property lsJI!calBd In a FEMA Special F/ood Hazard Area. I Zen. FEMA MapIPanel # Map Data .a... sr Co_1tJ I Ie 4203690001Jl. 1/5/1979 I D The community does not parliclllale In the National Flood Insurance Program. IZJ The community d"". nalllelDat1! In the National flood Insurance Progrem. o It is covered by a mgulac program. D lis covered by an ~ progrem. Page 1 012 Fonn MPA3 - 'TOTAl for WIndows' appraisal software by a Ia mode, Inc. -l-800-ALAMODE Ir.., "'U. ;)"'UOUU",,,I ril~.ff IE ~ CURRENT SALES CONTRACT 181 The subjeGt property Is rnlltMl\y noIIIM'" cMIr.Ict. D The contract arnVor escrow lns1ructIons WllIIl nol...llahle far review. The unavallabnity of the contract Is eJqJIaioed Ialer in fhe addenda sec1lon. D The contract amVllf escrow InsbUctioos ~ The following summarizes the con1laCt I Contrnt Date Amen_at _e CDntract PrIce Saller I D The contracIlndicaIBd that personal propetIy w.. noIlndllded ~ 1Ile sale. D The contracllndicalBd that pelSanaI property m.kICIlIdcd. I consisted of Estimated conlIibulolY value is $ D PemJnal property .... M1Inr.lllded ~ 1I1e final nllre es\lmale. D Personal property ~ ~ the IInaI Yalue estimate. D The contract Indicaled m flnanclno concessions Ilf other incentiVes. D 1Jle contract Indicated lhIl fnIIawfna r.nrr.essions or incentives: D n concessions or incenllYes Qlsl, lhe compalllbIes weill checked for slmiar concessions and appropIlaIe adPJs1menls were made, if appicabIe, so lI1at the filial value conclusion Is il compliance wtlh 1he Marklll VaIIre defined herein. ~ MARIET OVERVIEW Include.. apIaneIIon of CUIIIIIIIlIIIIiII condtionIlnd lnnds. 3-9 montllS Is consldeled a reasonable m2Ike\ing peIlod for the subjeGt propetIy based on :Local. MLS/s'fBB r81>Or~. ~ ADDITIONAL CERnFICAnON The Appraiser C8ItiIIes and agrees that (1) The analyses, opinions and conclusions were developed, and 1hIs report was prepared, in conformIly wIII1lhe lWIorm Slandlrds of Professional AppIaIsal PlacIice ruspAP'), ~t that 1Ile Depar\11T8 ProvIsion oI1he IISPAP does not apply. (2) Their compensation Is not conllngent upon the reporting of predelBrmlned value or dlreclIon in value thai favors the cause of the c/lenI, the amount of lhe Yalue estimate, the attainment 01 a stipulated I85IIll. or the ocCUlT8l1C8 of a subsequent eM (3) ThIs appialsaI asslgnmenl was not basecI on a requested minimum valuation, a speclfic 'faIu1tion, or 1Ile approval of a loan. t8l ADDITIONAL (ENVIRONMENTAL) LlMITIIIG COIIDITIONS The value estimated Is baSed on lhe assumption thallhe property 15 not negalIYely affected by lhe lllIIsIence of hazlrdous subslMces Ilf detrimental envlrunmentaI condlllons unless otherwise stallld in this report. 1Jle apprlIIser Is not an eJql8lt In the IdenIIllcadon of hIzriIus subslances or deII1mentl1l enYironmenlal condI1Ions. The appraIser's routine i1spec1ion of and inquiries about the subject property did not develap lII'/ InIonnallon thallndIca1Bd any appam1I significant ha2anIous substances II' deIrlmenlaI8IIYIronmentaI cond1llons which would alIecllhe prqllIr\y negallYely unless olhetwIse stallld In this report lis possible thai tests and inspecllons made by a quaflfied hazardous substance and enYIronmenlaI expert would reveal the exlstence of hazardous substances II'debinenlaI envlronmentaI condtions an II' around the property lI1at would negatiYeIy affect its value. D ADDITIONAL COMMENTS t8l APPRAISER'S SIGNATURE" LlCENSE/CERnFICATION Appraiser's s~ E1fective Date Decuober 27. 2005 DatePrepared January 19. 2006 Appralsel's Name (print) Gsrv R.Sebol~ CIUlA Phone # 717-938-0516 Slat8 PA. DUcense IZI Certificallon # Cerl:iUed Ileal hutoo AI> Tax Il # D CO-SIGNING APPRAISER'S CERnFICATlON D The co-slgn/ng appraiser has III!BOIIaIIY ~ecfed the subject property, both inside and out, and has made an eJderior Inspection 01 aI comparable sales iIsted In the repart. The repoIt was prepared by lhe appraiser under direct supervision 01 the co-slgni1g aprnser. The co-signlng appraiser accepts responsibility lor lhe contents of lhe report Including the YaIue conclusions and 1Ile Iinlting condiIIons. and conIlrms 1hat Ihe certifications apply fully to fhe co-slgnIng aJlll3lser. o The co-signing appraiser has nal persanallv Insnected the InlllIIor of the subject property and: D h.. nnl insnecled the llldBrior of the subject propeIly and aI c:omparabIe sales iIsted in the report. D ~ the exIeOOr of lhe subject property and an comparable sales nsled in the report. D The report was prepared by 1Ile appraiser under direct supervision oIlhe co-slgning appr.iser. The ca-siging appraiser accepts responsibility lor the contents 01 the report, including the value conclusions and 1he IimIIlng conditions. and conIIrms thai the C8ItIlications apply IuIIy to lhe co-signlng appraiser with the exception oIlhe certification regarding physical Inspections. The above describes the level 01 Inspection perfonned by the co-signIng appraiser. o The co-signing appraiser's ieYlll oIlnspecUon. Involvement in the appraisal process and certifJCatioo are cllYel1ld elsewhere in the addenda section 0111115 appraisal. D CO-SIGNING APPRAISER'S SIGNATURE" LICENSE/CERTIFICATION ~ e1's SlgnaIure ElfectiYe Date Date Prepaled Co-Slgnlng Appraiser's Name (print) Phone # State 0 lIcenst o Certifica1Ion II TaxlJ# Page 2 of 2 Form MPA3 - "TOTAL far WIndows" appraisal software by a Ia mode, Inc. -l-800-AlAMOOE Rev-1503 EX+ (6-98) . SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Koons, Jean M. FILE NUMBER 21-06-0015 ESTATE OF All property jolnUy-owned with right of survivorship must be disclosed on Schedule F. ITEM CUSIP VALUE AT DATE NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH 1 59156R108 43 shares of Metlife Inc - Com 49.11 2.111.73 2 US Savings Bonds - 2 Series EE Bonds - total value 22.236.00 $22,236.00 3 US Savings Bonds -10 Series HH Bonds - various 58.500.00 denominations - total value $58,500.00 TOTAL (Also enter on Line 2, Recapitulation) 82,847.73 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA.1500 Schedule B (Rev. 6-98) ~ !6 g.lIl ~ ~ SV6 l \ ~i' al o ~$ . ~ ~ ~~\ ~ ~ ~~~ 0) ~ (') ~ m ~. ~~ \6~ ~ !i ~ 1 ~e ~ ~ ~ ,.. ~ f;i.. ~~ ll~~ ~ L~ l , , , .. , , , , , . , .. .. , . , , . . . . . . . . . . , . , . . . , , . , , , . . , , . , . ~ , , , , , . , . , . ,. . , . , , . , , , .' 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(") ""' "" UI _5'=-~ ~ h ::r;'~O;''- 0_"'" ~ 'ii~a~ ~1l 0 ~ ~ 0 c:, e.. %- ,.:. ..( ..... 0 jS.'CT~..:;U"" 2. cpO'- i ii'i ~ l i '11 "t\ (Q v. ~ ti? a g ~ ~ U) i- I\)G\ll*~' \!~i ~t.::1 ~ OJ a~lP.E'a-~'~'J! . !~!l'i.\~ g i :;;~ -I ,. { " \I :-' '" t tP ~ l' 01 ...:: 0 \\. . ~\ \\ u 1 6~ ~~1g 0\ ~\ ~ \ ;;.-;;0 8' ~ S !!. \(/)tri~ i\ ~~- ,0 \ 9!.i:s \ \ ~6!l \ \g~~~ .\ \ O@\ic:3C \ \ I>> 19 fi : I~ ~.... \~ Q Q ..~ ~\ '8 ~ ~ ~tt ~ !1\l9s~ ~"O"O ~ ~\l'~-g \\\ \ ~\ I\ ~ 1 \ Vi i ~\ $ ~ \ 3 I \ \ ~ ~~\ \\\ - i \\ \ \~ \ \ .~ ~ C "1l rn :u . l 2. S' P ~\ f ::I w1 1% ~~ \ g ~ f I ~ f. 1.11 ~ = Sij 00 = 1= ~ .~ I~ !~ ~. I o :00 ~'" ~l!~ lrff~i ;i! !~ iii ~:v- ;~ O:O~ ~f- U~j!:s ~ 2 c;~:; t 11 ~~i' f :III.... nf . -:>e.. ">eM !: C! 1l ~-:: i:. ",02 :-~~. ~f4 ,r:::J '. ~ ~~~ .. .", ~g~ <"0 ~~~ . ~;m "0" i ~~: II :; g -ill Om EI ~~ ~i ~~ ~: g~ ...... zm . ..... . =-!! ...:;: .. f o '" ., o 0, Q' J " v.' -.I~ . 1;0\ I .. Q'l " 0\ \0 , :r::: t..J .. J:. I\) CX). .. ..... f\) ~ (1)<.>1(.. ::t CH." I-IVI~ ::0 Z Me 3' 3:M ~g';!1 O:x;JOIJ) 5:;""42' Zr""{fJ1.O ,_..~ UI 2 4.'l 1:10 ~ .> . . :I> c: ,." ...... ..., c::> .... """ I I' ,,---g---4!\ ~:~ gr" i ;;0 \ _I c: r. ~ 'CJ:l " :,-. QI\) c " ~U~"C /: ~ ~:J:! i_'..... .. ~ 1--l:~:\O ..... ~, .,0:) ---\0...-1>> !oUt' O;l . I U1 ~ :c . Q(i) . jj,(Jl ....e: ;;1"1 ~.cf ~).. 0-1 .~1'1 ~. '1 i ... U1 V~.t~\ ~~~; :.~ U1 C' g ft='",: ..oi.,e ~,rtJ", \J.J', ,." ' . '..0",. . o o. .1:'0.. ..... .1:'0 ..... o .C\ ..... Vl N ..... Vl Vl - .r Rev-1508 EX+ (6-98) *' SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY C~TH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Koons, Jean M. FILE NUMBER 21-06-0015 ESTATE OF Include the proceeds of l~igaIion and the date the proceeds were received by the estate. All property joInt1y-owned with the right of sul'llvonhlp muat be d1sc1ONd on schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Comcast - Refund 70.05 2 Commerce Bank - Personal Checking Account No. 082001017, date of death value 13,102.72 $13,102.72, accrued interest $1.03 3 Commerce Bank - Certificate of Deposit No. 800552, date of death value $33,108.59, 33,108.59 accrued interest $63.79 4 Commerce Bank - Certificate of Deposit No. 801295, date of death value $15,732.25, 15,732.25 accrued interest $27.85 5 Commerce Bank - Certificate of Deposit No. 801355, date of death value $51,862.04, 51,862.04 accrued interest $44.48 6 Commerce Bank - Certificate of Deposit No. 801375, date of death value $25,668.30, 25,668.30 accrued interest $26.65 7 Commerce Bank - Certificate of Deposit No. 801484, date of death value $19,797.35, 19,797.35 accrued interest $36.89 8 Commerce Bank - Certificate of Deposit No. 801485, date of death value $27,005.48, 27,005.48 accrued interest $50.32 9 Country Meadows - Refund 2.294.52 10 M & T Bank - Personal Checking Account No. 52380874, date of death value 20,827.37 $20,827.37, accrued interest $0.23 11 M & T Bank - Certificate of Deposit No. 031003913914006, date of death value 16,589.17 $16,589.17, accrued interest $70.74 Total of Continuation Schedule{s) See attached page(s) 658,019.98 TOT At (Also enter on Une 5, Recapitulation) (If more space is needed. additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) Rev-1508 EX+ (6-98) *' SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY continued ESTATE OF C<lMMClN'M:Al. Ttl OF PENNsYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Koons, Jean M. FilE NUMBER 21-06-0015 ITEM NUMBER 12 DESCRIPTION M & T Bank - Certificate of Deposit No. 031003913914163, date of death value $7,458.13, accrued interest $9.13 13 M & T Bank - Certificate of Deposit No. 031003914523468, date of death value $52,214.08. accrued interest $445.87 VAlUE AT DATE OF DEATH 7,458.13 52,214.08 22.36 26,907.89 22,346.59 22,388.66 11,802.25 32,577.44 13,616.78 84.00 95,460.56 14 Met life Trust - Check received for interests prior to date of death 15 Sovereign Bank- Money Market Account No. 0571139477, date of death value $26,907.89, accrued interest $9.28 16 Sovereign Bank - Certificate of Deposit No. 0575131529, date of death value $22,346.59, accrued interest $50.74 17 Sovereign Bank - Certificate of Deposit No. 0575131594, date of death value $22,388.66, accrued Interest $44.01 18 Sovereign Bank - Certificate of Deposit No. 0575132881, date of death value $11,802.25, accrued interest $18.57 19 Sovereign Bank - Certificate of Deposit No. 0575135496, date of death value $32,577.44, accrued interest $64.04 20 Sovereign Bank - Certificate of Deposit No. 0575136767, date of death value $13,616.78, accrued interest $36.29 21 Travelers Insurance - Check for refund of insurance premium 22 Wachovia Bank - Personal Checking Account No. 1010092968149, date of death value $95,460.56, accrued interest $74.49 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) Rev-15Ol1 EX+ (8-88) *' SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY continued COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESlOENT DECEDENT Koons, Jean M. FILE NUMBER 21-06-0015 ESTATE OF 23 DESCRIPTION Wachovia Bank. Certificate of Deposit No. 247412050995780, date of death value $18,522.51, accrued interest $22.55 VALUE AT DATE OF DEATH 18.522.51 ITEM NUMBER 24 Wachovia Bank. Certificate of Deposit No. 247402062029912, date of death value $25,242.97, accrued interest $6.75 25.242.97 25 Wachovia Bank. Certificate of Deposit No. 247404062033201, date of death value $26,248.70, accrued interest $60.83 26.248.70 26 Wachovia Bank. Certificate of Deposit No. 247402062074211, date of death value $48,618.78, accrued interest $71.02 48.618.78 27 Wachovia Bank - Certificate of Deposit No. 247402062103079, date of death value $25,905.44, accured interest $34.66 25.905.44 28 Personal Property. per attached appraisal 2.545.00 TOTAL (Also enter on Line 5, Recapitulation) 658.019.98 Copyright (c) 2002 form software only The Lackner Group. Inc. Form PA-1500 Schedule E (Rev. 6-98) Commerce "Bank. February 7, 2006 James D Bogar Jennifer B Hipp Attorneys At Law 1 W Main St Shiremanstown, PA 17011-6371 RE: Estate of: Jean M Koons Social Security #: 205-09-9594 Date of Death: December 27, 2005 Dear Sirs: In reference to the letter regarding the above mentioned Estate, we would like to inform you of the information that we have ~esearched and found. Type: Ch~cking Account #: 082001017 Date Opened: 9/29/97 Date Closed: 1/11/06 Primary Owner: Jean M Koons Date of Death Balance: $13,102.72 Accrued Interest: $1.03 Principal Balance: $13,101.69 Type: 'Time Deposit Account #: 800552 Date Opened: 10/6/00 Date Closed: 1/12/06 Primary Gwner: Jean M Koons Date of Death Balance: $33,108.59 Accrued Interest: $63.79 Principal. Balance: $33,044.80 ,~.' . . Commerce Bank / Harrisburg, NA P.O. Box 8599 100 Senate Avenue Camp Hill, Pennsylvania 17001-8599 Commerce flBanku Type: Ti~e Deposit Account ~: 801295 Date Opened: 9/24/04 Date Closed: 1/12/06 Primary Owner: Jean M Koons Date of Death Balance: $15/732.25 Accrued Interest: $27.85 Principal Balance: $15/704.40 Type: Time Deposit Account #: 801355 Date Opened: 1/10/05 Date Closed: 1/12/06 Primary Owner: Jean M Koons Date of Death Balance: $51/862.04 Accrued Interest: $44.48 Principaf Balance: $51/817.56 Type: Time Deposit Account #: 801375 Date Opened: 2/11/05 Date Closed: 1/12/06 Primary Owner: Jean M Koons Date of Death Balance: $25/668.30 Accrued Interest: $26.65 Principar Balance: $25/641.65 Type: Time Deposit Account #: 801484 Date Opened: 7/5/05 Date Closed: 1/12/06 Primary Owner: Jean M Koons Date of Death Balance: $19/797.35 Accrued Interest: $36.89 Principal Balance: $19/760.46 Commerce Bank I Harrisburg, N.A. P.O. Box 8599 100 Senate Avenue Camp Hill, Pennsylvania 17001-8599 Commerce _Bank~ Type: Time Deposit Account #: 801485 Date Opened: 7/5/05 Date Closed: 1/12/06 Primary Owner: Jean M Koons Date of Death Balance: $271005.48 Accrued Interest: $50.32 Principal Balance: $26/955.16 If there are any questions or additional information that is needed, please feel free to contact me at (717) 795-7118 ext. 3151. SincerelYI ~CU'~ Wanda J Morris Senior crF Specialist Commerce Bank I Harrisburg, N.A. P.O. Box 8599 100 Senate Avenue Camp Hill, Pennsylvania 17001-8599 rl:1 M&TBank 499 Mitchell Road, MiIIsboro, DE 19966 Mail Code DE-MB-12 Phone (888) 502-4349 Fax (302) 934-2955 January 13, 2006 James D Bogar Attorney At Law One West Main Street Shermanstown, Pennsylvania 17011 Re: Estate of: Jean M Koons Social Securitv: 205-09-9594 Date of Death: December 27. 2005 Dear Sir or Madam: --------- ----Per your in<iUilY-datedJanuary-06 2006, pleaseb;-adVised that at the-tiDie.ofdeath;-th~above~~;~~dece~nt};d-;;~--- deposit with this bank the following: 1. Type of Account Checking Account Account Number 52380874 Ownership (Names of) Jean M Koons * Charles J Bender, Merrilee R Bender, POA 's * Opening Date 08128/64 Balance on Date of Death $20,827.14 Accrued Interest $ 0.23 Total -------------------------------------------- $20,827.37 Interest Paid YTD --$---26.34 (Acc;;;;rW;;est finot incl;;;iiJr------- 2. Type of Account Certificate of Deposit Account Number 031003913914006 Ownership (Names of) Jean M Koons * Charles J Bender, Merrilee R Bender, POA's * Opening Date 02/09/99 Closed 01/09/06 Balance on Date of Death Total $16,518.43 $ 70.74 -$J6,~<f~17---------------------------------- Accrued Interest Interest Paid YTD -$--3ffJ9-(A~C;;;edinte;;;tiSnoij;dUded)------- 3. Type of Account Certificate of Deposit Account Number 031003913914163 Ownership (Names aj) Jean M Koons * Charles J Bender, Merrilee R Bender, POA's * Opening Date 06118/99 Closed 01/09/06 Balance on Date of Death $7,449.00 $ 9.13 Accrued Interest Total Interest Paid YTD $7,458.13 $-195":67- (A;c;Ued i-,;jiriSiTs-~ti;'cluded) ------- 4. Type of Account Certificate of Deposit Account Number 03/003914523468 Ownership (Names oj) Jean M Koons * Charles J Bender, Merrilee R Bender, POA 's * Opening Date 07/01/96 ClosedOI/09/06 Balance on Date of Death $51,768.21 Accrued Interest $ 445.87 Total --------------------------------------------~ $52,214.08 -iI, 1 06.66 accn;edi-,;;;.-eSiis~ot-~fudeJj----- Interest Paid YTD Please be advised, there was no safe deposit box found for the above decedent. * For further account information, regarding ownership, closures and/or reimbursement of funds, etc., please call the Mechanicsburg Office # 717-255-2031. Sincerely, ~~ Nancy Clagett Records Management Court Ordered Processing / MAl MB3 02-10 - P.O. Box 841005 Boston, MA 02284 January 12,2006 James D. Bogar Attorney at Law 1 West Main St. Shiremanstown, P A 17011 RE: Estate of Jean M. Koons Date of Death: 12/27/05 Dear Mr. Bogar: Per your request, enclosed please find the account information as of the date of death for the above-named decedent. For your information, accrued interest is not included in the date of death balance. Please feel free to contact me if I can be of any further assistance. Very truly yours, ~o~~ Laurie DiGiandomenico OAG Team Leader . (617) 533-1789 Enclosures Sovereign Bank ESTATE OF SOCIAL SECURITY #: DATE OF DEATH: Jean M. Koons 205-09-9594 December 27,2005 Account #: 0571139477 Type: In the name of: Jean M. Koons Date of Death Balance: Int.(YTD) from 1/1/2005 to Accrued interest to date of death: Other Info: Closed 1/10/06 Money Market Open date: 1121/1983 $26,907.89 12/612005 $9.28 $151.37 Account #: 0575131529 Type: In the name of: Jean M. Koons Date of Death Balance: Int.(YTD) from 1/1/2005 to Accrued interest to date of death: Other Info: Closed 1/10/06 CD Open date: 4/13/1999 $22,346.59 11/30/2005 $50.74 $596.42 Account #: 0575131594 'Type: In the name of: Jean M. Koons Date of Death Balance: Int.(YTD) from 1/1/2005 to Accrued interest to date of death: Other Info: Closed 1/10/06 CD Open date: 5/26/1999 $22,388.66 11130/2005 $44.01 $428.12 Account #: 0575132881 Type: In the name of: Jean M. Koons Date of Death Balance: Int.(YTD) from 1/1/2005 to Accrued interest to date of death: Other Info: Closed 1/10/06 CD Open date: 6/30/2000 $11,802.25 11/30/2005 $18.57 $200.39 Account #: 0575135496 Type: In the name of: Jean M. Koons Date of Death Balance: Int.(YTD) from 1/1/2005 to Accrued interest to date of death: Other Info: Closed 1/10/06 CD Open date: 10/16/1996 $32,577.44 11/30/2005 $64.04 $654.21 Page 1 of 2 Sovereign Bank JeanM. Koons 205-09-9594 December 27, 2005 ESTATE OF SOCIAL SECURITY #: DATE OF DEATH: Account #: 0575136767 Type: In the name of: Jean M. Koons Date of Death Balance: Int.(YTD) from 1/1/2005 to Accrued interest to date of death: Other Info: Closed 1/1 0/06 CD Open date: 3/4/1996 $13,616.78 11/30/2005 $36.29 $323.21 Page 2 of 2 '. ...~ WACHOVIA Reference ill: 1467763 Wachovia Bank N.A. Balance Confirmation Services P '0 Box 40028 Roanoke, VA 24022-7313 January 12, 2006 JAMES D BOGAR ATTORNEY AT LAW ONE WEST MAIN STREET SHIREMANSTOWN, PA 17011 SUBJECT: Verification I Confirmation of Account and Balance Information provided for: Customer: JEAN M KOONS (SSN# 205-09-9594) Date of Death: December 27, 2005 Deposit Account Information Account Type Account Number Date of Death Balance Average Balance'" Date Opened 12/13/1999 Maturity Interest Accrued YTD Date Date Rate Interest Interest Paid Closed CERTIFICATE OF DEPOSIT 247412050995780 LEGAL TITLE: JEAN M KOONS MARRILEE RAND CHARLES J BENDER - POA $18,522.51 $22.55 $452.55 1/9/2006 CERTIFICATE OF DEPOSIT 247402062029912 $25,242:97 5/25/2004 $6.75 $807.13 1/912006 LEGAL TITLE: JEAN M KOONS MARRILEE R AND CHARLES J BENDER - POA CERTIFICATE OF DEPOSIT 247402062033201 $26,248.70 6/2/2004 ' $60.83 $839.15 1/912006 LEGAL TITLE: JEAN M KOONS MARRILEE R AND CHARLES J BENDER - POA CERTIFICATE OF DEPOSIT 247402062074211 $48,618.78 8/1 0/2004 $71.02 $1,417.74 1/9/2006 LEGAL TITLE: JEAN M KOONS MARRILEE R AND CHARLES J BENDER - POA CERTIFICATE OF DEPOSIT 247402062103079 $25,905.44 10/12/2004 $34.66 $778.04 1/912006 LEGAL TITLE: JEAN M KOONS MARRILEE R AND CHARLES J BENDER - POA CHECKING 1010092968149 $95,460.56 2/3/2004 $74.49 $1,618.12 1/912006 LEGAL TITLE: JEAN M KOONS MARRILEE R AND CHARLES J BENDER - POA ... Due to system limitations, we can only provide a twelve month average balance on depository accounts. 0000000614 . ~~~ WACHOVIA ReferenceD): 1467763 No Safe Deposit Box fOW1d for customer. Phone: (540)563-7323 abs; ag 0000 000614 To: James D. Bogar, Attorney .One West Main Street Shiremanstown, PA 17011 From: William G. Rowe. Appraiser 211 Old Stone House Rd. Carlisle, PA 17013 Re: Personal Property Appraisal Jean M. Koons Estate 303 West Courtland Street Shiremanstown, PA DOD: 12/27/05 Date: January 12, 2006 LINDEN HALL ANTIQUES 211 OLD STONE HOUSE ROAD CARLISLE, PA 17013 717-249-1978 DINING ROOM 8 pc suit Miscellaneous china / dishes Glassware Crystal Wall hangings (2) liVING ROOM 3 pc. lamp table set Lamps (2) Hutch Wall hangings Sofa Pair upholstered chairs Upholstered chair China Knick knacks Credenza / mirror Lamp Stemware China set - Japan . QE!i Pair chairs TV / VCR / stand Desk Lamps (2) Stand Miscellaneous household Soft goods - hall closet BEDROOM Thomasville bedroom set Costume jewelry Rings Koons Appraisal $450.00 $20.00 $30.00 $10.00 $10.00 $50.00 $40.00 $50.00 $15.00 $65.00 $30.00 $15.00 $15.00 $10.00 $115.00 $5.00 $40.00 $10.00 $35.00 $65.00 $15.00 $10.00 $10.00 $15.00 $20.00 $325.00 $50.00 $115.00 01/1212006 Pair lamps Candle stand Chair $30.00 $10.00 $5.00 BEDROOM 3 pc. set Sweeper Ladder lamp Soft goods $175.00 $10.00 $10.00 $10.00 $25.00 KITCHEN Refrigerator Table /2 chairs Pots / pans Housewares Dishes Stool Microwave $75.00 $80.00 $20.00 $25.00 $10.00 $5.00 $10.00 BASEMENT. Bar items Table / chairs Bar stools Sofa / chair Old sofa - no value Old chair - no value Stands (3) Lamps Old TV Wall hangings Christmas Kitchen items Tools Bench Sweeper Washer / dryer Card table Mirror $25.00 $30.00 $30.00 $25.00 $0.00 $0.00 $30.00 $20.00 $15.00 $50.00 $10.00 $20.00 $45.00 $20.00 $5.00 $55.00 $5.00 $20.00 TOTAL $2,545.00 ~-^L William G. Rowe Koons Appraisal 2 01/1212006 REV-1151 EX+ (12-99) . SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Koons, Jean M. Debts of decedent must be reported on Schedule I. FILE NUMBER 21-06-0015 ESTATE OF ITEM NUMBER A. FUNERAL EXPENSES: DESCRIPTION AMOUNT See continuation schedule(s) attached 8,141.00 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions B. Social Security Number(s) I EIN Number of Personal Representative(s): Street Address City Year(s) Commission paid State _ Zip 2. Attorney's Fees Bogar & Hipp Law Offices 38,500.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City Relationship of Claimant to Decedent State Zip 4. Probate Fees 680.00 5. Accountant's Fees Waggoner, Fruitiger & Daub, 2005 Personal Income Tax Prep 355.00 6. Tax Return Preparer's Fees 7. Other Administrative Costs See continuation schedule(s) attached 3,712.07 TOTAL (Also enter on line 9, Recapitulation) 51,388.07 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA.1500 Schedule H (Rev. 6-98) Rev.150Z EX+ (8-981 *' SCHEDULE H.A FUNERAL EXPENSES continued COMMONWEALTH OF PENNSYLVANIA INHERIT ANC!: TAX RETURN RESIDENT DECEDENT Koons, Jean M. FILE NUMBER 21-06-0015 ESTATE OF ITEM NUMBER DESCRIPTION AMOUNT 1 W. Orville Kimmel Funeral Home 8,141.00 Subtotal 8,141.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-A (Rev. 6-98) Rev-1S02 EX+ (6-981 *' SCHEDULE H.87 OTHER ADMINISTRA riVE COSTS continued COMMON1NEAI. TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER 21-06-0015 Koons, Jean M. ITEM NUMBER AMOUNT 1 DESCRIPTION Cumberland Law Journal - Legal Advertising 75.00 2 Gary R. Sebolt - Real Estate Appraisal Fee 350.00 3 Linden Hall Antiques - Personal Property Appraisal Fee 85.00 4 Lower Allen Township. Sewer Bill 30.00 5 Montour Home Comfort Services - oil delivery 162.61 6 North East Waste Services 31.65 7 Pennsylvania American Water 11.75 8 Pennsylvania American Water 11.87 9 Pennsylvania American Water 1.30 10 Pennsylvania American Water 10.28 11 PPL 19.69 12 PPL 21.54 13 PPL 19.56 14 Recorder of Deeds. Filing fee for deed 40.00 15 RESERVES: - Cost to conclude administration of Estate, including filing fee for PA Inheritance Tax Return, Inventory and First and Final Account; preparation of Fiduciary Income Tax Return 2.500.00 16 State Employees Retirement System - Reumburse overpayment of State retirement 190.73 Form PA-1500 Schedule H-B7 (Rev. 6-98) Copyright (c) 2002 form software only The Lackner Group, Inc. Rev-1502 EX+ (6-98) *' SCHEDULE H.87 OTHER ADMINISTRATIVE COSTS continued COMMONIII.EAL TH OF PENNSYLVANIA INHERrrANCE TAX RETURN RESIDENT DECEDENT Koons, Jean M. FILE NUMBER 21-06-0015 ESTATE OF ITEM NUMBER DESCRIPTION AMOUNT 17 The Patriot News - legal advertising 103.65 18 US Postal Service - Certified mail to American Income life Insurance 5.12 19 US Postal Service - certified mail to Met life 5.12 20 Verizon - final bill 37.20 Subtotal 3.712.07 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B7 (Rev. 6-98) Rev-1512 EX+ (6-98) *' SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABiliTIES, & LIENS C~TH OF PENNSYlVANIA INHERrTANCETAX RETURN RESIDENT DeCEDENT Koons, Jean M. FILE NUMBER 21-06-0015 ESTATE OF Include unrelmburMd medical expensu. ITEM NUMBER DESCRIPTION 1 Metro Med Services VALUE AT DATE OF DEATH 47.95 TOT At (Also enter on Line 10, Recapitulation) 47.95 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 6-98) REV-1613 EX+ (9-001 *' SCHEDULE .. BENEFICIARIES COMMONWEALlH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT NUMBER Koons, Jean M. NAME AND ADDRESS OF PERSON(S) RECENlNG PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal aistributions). and transfers under Sec. l:I116(a)(1.2)] RELATIONSHIP TO DECEDENT 00 Not Ullt Trulltee(sl FILE NUMBER 21-06-0015 SHARE OF ESTATE AMOUNT OF ESTATE (Words) ($$$) ESTATE OF I. 1 James Bender 303 West Courtland Avenue Shiremanstown, PA 17011 Merrilee Hart Bender 303 West Courtland Avenue Shiremanstown, PA 17011 Pauline Oiler 1304 Spring Road Carlisle, PA 17013 Other One-half of rest, residue and remainder 2 Niece One-half of rest, residue and remainder 3 Friend 125,000.00 Total 125,000.00 Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet ll. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS See continuation schedule(s) attached 15,000.00 TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 15,000.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 6-98) Rev-1502 EX+ (6-98) . SCHEDULE .I-liB CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS continued COMMON'M:AL TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Koons, Jean M. FILE NUMBER 21-06-0015 ESTATE OF ITEM NUMBER DESCRIPTION AMOUNT 1 United Church of God - 1211 Fairmont Drive Harrisburg, PA 17112 15.000.00 TIN 23-7317677 Subtotal 15.000.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J-IIB (Rev. 6-98) ct ~ LAST WILL AND TESTAMENT OF JEAN M. KOONS I, JEAN M. KOONS, of Shiremanstown, Cumberland County, Pennsylvania, make, publish and declare this as and for my Last Will and Testament, hereby revoking all other Wills and Codicils heretofore made by me. FIRST: I give and bequeath the sum of One Hundred Twenty-five Thousand and No/IOO ($125,000.00) Dollars to the PAULINE OILER, of 1304 Spring Road, Carlisle, Pennsylvania, provided, however, that should she predecease me, then to MERRILEE HART BENDER and JAMES BENDER, wife and husband, or the survivor thereof, of 813 Rosemont Avenue, New Cumberland Pennsylvania. SECOND: I give and bequeath the sum of Fifteen Thou- sand and No/100 ($15,OOO.00) Dollars to the Church of God, of 1211 Fairmont Drive, Harrisburg, Pennsylvania, to be used for general church purposes as the Church of God deems appropriate. THIRD: I devise and bequeath all, the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, to MERRILEE HART BENDER and JAMES BENDER, wife and husband, or the survivor thereof. FOURTH: In addition to all powers granted to them by law and by other provisions of this Will, I give the fiduciaries acting hereunder the following powers, applicable to all prop- erty, exercisable without court approval and effective until actual distribution of all property: ~ ~ ~ (A) To sell at public or private sale, or to lease, for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms (including credit, with or without security) or conditions as are deemed proper. This includes the power to give legally sufficient instruments for transfer of the property and to receive the proceeds of any disposition of it. (B) To partition, subdivide, or improve real estate and to enter into agreements concerning the partition, subdivi- sion, improvement, zoning or management of real estate and to impose or extinguish restrictions on real estate. (C) To compromise any claim or controversy and to abandon any property which is of little or no value. (D) To invest in all forms of property, including stocks, common trust funds and mortgage investment funds, without restriction to investments authorized for Pennsylvania fiduci- aries, as are deemed proper, without regard to any principle of diversification, risk or productivity. (E) To exercise any option, right or privilege granted in insurance policies or in other investments. (F) To exercise any election or privilege given by the Federal and other tax laws, including, but not necessarily being limited to, personal income, gift and estate or inheritance tax laws. (G) To make distributions to my herein named benefici- aries in cash or in kind or partly in each. (H) To borrow money from themselves or others in order to pay debts, taxes, or estate or trust administration expenses, to protect or improve any property held under my will, and for investment purposes. 2 ~ ~ (I) To select a mode of payment under any qualified retirement plan (pension plan, profit sharing plan, employee stock ownership plan, or any other type of qualified plan) to the extent the plan or the law permits them to do so, and to exercise any other rights which they may have under the plan, in whatever manner they consider advisable. FIFTH: I direct that all inheritance, estate, trans- fer, succession and death taxes, of any kind whatsoever, which may be payable by reason of my death, whether or not with respect to property passing under this Will, shall be paid out of the principal of my residuary estate. SIXTH: All interests hereunder, whether principal or income, which are undistributed and in the possession of the fiduciaries acting hereunder, even though vested or distribut- able, shall not be subject to attachment, execution or sequestra- tion for any debt, contract, obligation or liability of any beneficiary, and furthermore, shall not be subject to pledge, assignment, conveyance or anticipation. SEVENTH: I nominate and appoint JAMES D. BOGAR, Executor of this, my Last will and Testament. In the event of the death, resignation or inability to serve for any reason whatsoever of the said JAMES D. BOGAR, I nominate and appoint WAYPOINT BANK, of Camp Hill, Pennsylvania, Executor of this, my Last Will and Testament. I direct that my Executor, and t4eir successors, shall not be required to post security or a bond for the performance of their duties in any jurisdiction. 3 IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, this I tJ~ day of rT , 2003. ~7?J.~ JE M. KOONS ' (SEAL) Signed, sealed, published and declared by the above- named Testatrix as and for her Last Will and Testament in our presence, who, at her request, in her presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses. /f~~ (~ Cf3~ \ 0 Address Address 4