Loading...
HomeMy WebLinkAbout05-02-06 (4)V 15056fl4-1046 RE\/-1540 EX (Ob-04) OFFICIAL USE ONLY PA Department of Revenue County Code Year Elie Number Bureau of Individual Taxes Dept. 280601 INHERITANCE TAX RETURN_ ~` ; `~ ~ '°` Q s'' ~ ~ ~` '~' ;" "~`~' ~ Q, 6 [~[ ; 0 Harrisburg PA 17128-0601 RESIDENT DECEDENT ~~, ;, .„... ~ ~_,~, ~~,_~.~,;~ ~. ENTER DECEDENTiNFORMATION BELOW Social Security Number Date of Death ,I aka o 8~1a 8'~0 :: svt~ r .~ ~~ ray e isra~ t~ w a n~em3,um .' ~cvfi~ ~+ • nx n ~.^, r~r,xec Decedent's Last Name Suffix 6 ~ _ r~r~ a+zuJ nt'S*w. ~.,a.: .k ,. ,. R.r., m 3a+e,. .. a.,+.~' v~+~,Y .. ,. , (If Applicable) Enter Surviving Spouse's Information .Below Date of Birth 1I Jx ©~~~ ~i ~ -L x , Decedents First Name MI .w...~y,Y~Nfi a. .rya ..t gA4 '^S S„ E R N;E. S .~ / ; ~tJ'C Y ~4'' Spouse s Last Name Suffix Spouse s First Name MI ..- yn+ .rvxg;? x p .wai.~R t wawa vN=.~"N u'°°.a ~ c - ,~saMTiGY`.~., ro- Npq~ismw ~ ma,~.w5"m'_rrckn' 1. r-xd. ,a .- , ` tl&HrtS.a'q_~.. Si„ te..~. &. ~.~. . * ..'line iii ¢{r1^' b m.e~.Ax.x .i TT a x '~ a .a4 n $~= Spouse's Soclel Security Number ~~ ~ ~., ~ ~~°~~` ~ ~' ~ THISBETURN MUST BE FILED.IN DUPLICATE WITH THE ;~4.~.._..,~ ,,~~ ...s.~ ,/s~.~~, ~ REGISTER QF~WlLLS FILL IN APPROPRIATE OVALS BELOW - ~ 1. Original Retum O 2: Supplemental Return O 3. Remainder Retum (date of death prior to 12-13-82) O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. Federal Estate Tax Return Required death after 12-Y2-82) O 6. Decedent Died Testate' O 7. Decedent Maintained a Living Trust ~ 8. Total Number of Safe Deposit Boxes (Attach Copy of WIII) (Attach Copy of Trust) Q 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (date of death O 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX IwFORMATION SHOULD B~D(RECTED T0: Name Daytime TeleP~ione NumbeF - T t r...x. 'C H R~ ~p'L ES: C S=Nk/ ;E~G DS ~ i l : ~ l n, 4. .~ -... f f -7 1 7 .7~'b 4 °r3 Z Id's ..~.a* ~ ~ , .. _ . . N ~ ~ t Firm Name (If Applicable) ~ „~ ,- ,,,,~, ~~,~.. e w .~, .~, REGISTER.OF WII..LS U9E ONLY J 7 y [ ~ ,~ / "/ .. r- c~ / rT ., ~ 7 i , ~1 First line of address _ ? = ~ .°' - . ~~ ~C L ©~~l S E .JQ _ ~~ ~o ~~ ~ _ _~ ~ ~ -~ a ~~ Second line of address ~_ ~ * >-. , ~ ~;.~,-~~.~ ~ ,a , ~ ,~ .~,. ~. G~ tom' ~ i a . _~. , q :. _ . ... s.w . '~.,,... .,a .~_ ,r ., ..,,.~:a. ,v ~. , . ,.,! .x. I:AZ a,..... x.~...-:~ ~ ~ M :,, , ... , :~m,= ` DATE FILED City or Post Office State ZIP Code ~., :: ... t t, ,, :, ~ . , ~ ~ u ~~, ~~ °' ~ k /~ /~ . p Q~ v ~ M , 'D SS +."~ ~n' F. !A>."-:•n'>.. st. xx +s .,' .. .. ~.:;;.V+L tvt.SilWTfi. ~~s 4PA'134A s ..-(. a •p.•"R'k~.C 09 ..:. .ra et , ..+y+. .L , et. ..m. fll x. .... Correspondent's a-mail address: ~! Under penalties of p~rjury,.I declare that I have examined this return, including accompanying schedules and statements, and to thet~est of my knowledge and belief, it is tr z..rdrrect and complete. ~' eclaration of prepares other than the personal rapresen~tive is based on all intorm~NGo~of which prepares has any ly=owledge. ADDRESS SIGNATURE OF PREPARER OTHER THAN ADDRESS Chat (o. Gottsce' 15fl56041046 RETURN 1? Side 1 .h~r.1 'R1 Laverfw~+s ~ Eanleu IQo~d, 111 tr",i1gn i C s bu+'g,_ P~ -7OSS DA E~ . FORM ONLY 15056041046 J r 15056042047 e REV-1500 EX Decedent's Social Security Number RECAPITULATION 1. Real estate (Schedule A) ............................................. 1. 2. Slocks and Bonds (Schedule B) ....................................... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 4. Mortgages & Notes Receivable (Schedule D) ............................. 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ........ 5. 6. Jointly Owned Property (Schedule F) O Separate Billing Requested ....... 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) C Separate Billing Requested........ 7. 8. Total Gross Assets (total Lines 1-7) .................................... 8. 9. Funeral Expenses & Administrative Costs (Schedule H) ..................... 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ................ 10. 11. Total Deductions (total Lines 9 & 10) ................................... 11. 12. Met Value,of Estate (Line 8 minus Line 11) .............................. 12. 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been. made (Schedule J) ....................... , 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) .................... .... 14. TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .00 15. 16. Amount of Line 14 taxable at lineal rate X .0 ~ 16. 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable at collateral rate X .15 18. 19. TAX DUE ......................................................... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OI ~ ~ O Side 2 ~. 15056042047 15056042047 REV-1500 EX Page 3 Decedent's G~omplete Address: File Number DECEDENT'S NAME ~RNESTiNE /¢. LfFVE',LTirE STREET ADDRESS /~? LoClts? c~AY CITY - -- _:-- -- ~ STATE ------~ ZIP ---- C.¢~c~sc E- ~ !~~ ~ moo/ 3 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 2. Credits/Paymenis A. Spousal Poverty Credit - _._- D_ _ __ B. Pdor Payments __ ~ C. Discount O 3. InteresUPenalty if applicable D. Interest E. Penalty Total Credits (A + B + C) (2) - - Total InteresUPenalty (D + E ) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENL' Fill in oval on Page 2, 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. 9.os~,Ro D (3) O (4) ~ (5) ~ 9, o SY. 9a (5A) ~ B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) ~ 9~ ~ 55F 9D Make Check Payable to: REGISTER t3F WILLS, AGENT pi'a .4.',# F. ..K .or F" Y Az y'^ .~r,+i~ .^~ ., t,' ,~. t.:~~?w~r..~~a.`3~,~w'e~ d6%~~-~} . ~` ti~.~',.~ ~ ~ , ro ~, ~`...~...x;~ .~ _ ;~ ~ ~ ..., ~. .• 3 `~ ~ .,. _ .. "~: PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLAGING 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 :..........::.:.............................................:........:.........:........... ^ b. retain the right to designate who shall use the property transferred or its income : ..................:............:............ ^ c. retain a reversionary interest; or ................................................:....................:...:................................................ ^ 0 d. receive the promise for life of either payments, benefits or care? ..:...:............................................................... 2. If death occurred after December 12, 19B2, did decedent transfer property within one year of death without receiving adequate consideration? .........:..................................................................:................................. ^ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .....:........ ^ y etirement Account, annuit , or other non-probate property which 4. n I l ry 9 ~ ..............................................................................................:........................ nation Donta ns a ben fcia desi ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. ?a I 5 f 4 x ~,: µ > ~ ... 4 n ., ..4r.. s 2 "`Y .. .'iY' 1 . l:'f ~ r [.. .1.. ._ i.. .... e . .. 1. . - T>V .4^ a v~ ~ off... o x 0.Y ., i 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 three (3) percent [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 zero (0) percent [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exemgt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are stiN 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 zero (0) percent [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 four and one-half (4:5) percent, 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 twelve (12) percent [72 P:S. §9116(a)(1.3)]. Asibling 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-150fE%~1191) SCHEDULE A COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERRANCE TAX RETURN ESTATE OF FILE NUMBER a ~ ~ o S- ~ S/~ ~~YE'n Tu c, ERiYES T/~/E f/. AA real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which properly would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is )ointly.owned with right of survivomhio must be discbsed on Schedub F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH TR .¢C T Gam' L,.~Nv //1/PI20vED kriTir/ ®ldELCt./G /•/D/!SE /~T /l.Z LOCLLST L!/A-y , CAtKt/SLE (/A'/ODtETEk Tw~.fif~/P J, Cit,~,B~c~F.va Couary, PE7v~/.~, X4,5 /.s /XD/2E ~R•eT~eu~,o~pLY .DES~/~ /N T~.~T ~t?r.,r~~v d~tl ~i2DA1 D. El1lN/~iQ~ •7'T , ~'T Gl.x, 77~ iy,G~ AGE .1~.. ~f1WE72TllE ~O EX~YE377it/E i¢. Li4-VE7~TUE, f//S !r/1.4~ AS /S /jfD,~EE FuttY SE?' ,ca~TiY ~T l~CGE .fs iPEC/•~JEU /N 7iYE iPE~DE~t DF/ ~'CE /N ~1sttl FaR CuNfdE~/-.F/+vv G'oaNTY /irs' d~ /Soo,~ ay,•• voc. z/, P.tfE 3S~ (SEE C~°Y D~' bE~ ~ TY.9~G~//~~J F/,lLG ~¢ND LOAIPLE~ 77TLE liEST~ /N .d~-c~~/T !~/il~N ~SNE" 6l/~ ~.I~DE~L'E/~S~D ,B/i ffEp ,5~ia ,c///sB,~sLivv o.v •/~~vu~ay ~7, aa~3 ,fP~R~isA~ ,By S. w. l~,aQ~ rT ~ ~.¢~ ~ /4-~/~OffISN~ SET/L~E3 /S i¢ 7'T~Cfl~D ~/~~ETD I ¢/ qo/ oGY~• 00 TOTAL (Also enter on line 1, Recapitulation) I S ~ % ~, MoD • ~~ more space Is neeoea, same stze) (. S. W. Barrett Real Estate & APpraisal Services Fie No. 05-0759 APPRAISAL OF LOCATED' AT: 112 locust Way Carlisle, P A 17013 FOR: CharUeE. Shields, Jr., Esquire 6 Clouser Road Mechanicsburg, PA 17055 BORROWER: 'ErnestineLAVERTUE,Estate AS OF.: )/1 t..... ,c- ""' f/ .) \ \ S. W. Barrett Real Estate & Appraisal Services File No. 05-0759 01/26/2006 Charlie E. Shields, Jr., Esquire 6 Clouser Road Mechanicsburg, PA 17055 File Number: 05-0759 Dear Mr. Shields; I n accordance with your request, I have personally inspected and appraised the real property at: 112 Locust Way Carlisle, PA 17013 The purpose of this appraisal is to estimate the market value of the subject property, as improved. The pro per t y rig h t sap p r a i sed are the fee s i m pie interest i nth e sit e and i m prove men t s . In my opinion, the estimated market value of the property as of June 12, 2005 is: $190,000 One Hundred Ninety Thousand Dollars The attached report contains the description, analysis and supportive data for the conclusions, final estimate of value, descriptive photographs, limiting conditions and appropriate certifications. Respectfully submitted, /) \\ /) I) II L:kCJ;~a..- /'y: . ~. V" Cassandra J. Crockett Certified Residential Appraiser Propert'/ Descripl ion Property Address 112 Locust Way City Carlisle State P A Zip Code 17013 Leqal Description Deed Book 21-Y: Paae 358' Middlesex Two. County Cumberland Assessor's Parcel No. 21-17-2692-009 Tax Year 04/05 R.E. Taxes $ 1,952.00 Special Assessments $ N/A Borrower Ernestine LAVERTUE, Estate Current Owner Lavertue Ernestine Occupant: 1 Owner r l Tenant I X I Vacant Property riqhts aooraised r X 1 Fee Simple I I Leasehold Proiect Tvpe 1 PUD r ] Condominium (HUON A only) HOA$ N/A /Mo. .. Neiqhborhood or Proiect Name Everareen Estates Map Reference 17-2692 Census Tract 0118.03 Sale Price $ NI A Date of Sale N/A Description and $ amount of loan charqes/concessions to be paid bv seller NI A Lender/Client Charlie E. Shields, Jr., Esquire Address 6 Clouser Road, Mechanicsbura. PA 17055 Appraiser Cassandra J. Crockett Address 126 North Hanover Street, Carlisle PA 17013 Location U Urban [Kl Suburban U Rural Predominant Single family housing Present land use % Land use change Built up DOver 75% 00 25-75% o Under 25% occupancy PRICE AGE One family 600/0 o Not likely o Likely $ (000) (yrs) Growth rate o Rapid 00 Stable o Slow 00 Owner 100 Low New 2-4 family 0% 00 In process Property values 00 Increasing o Stable o Declining o Tenant 350+ Hiqh 100 Mutti-family 0% To: Residentiall Demand/supply 0 Shortage 00 In balaf'lCB o Over supply 00 Vaamt(D-5%) Predominant Commercial 10% Commercial Marketinq time n Under 3 mos. rx1 3-6 mos. n Over 6 mos. n Vacant (over 5%) 180 I 40 Vacant ) 30% Note: Race and the racial composition of the neighborhood are not appraisal factors. Neighborhood boundaries and characteristics: Subiect is bounded on the north bv Rt.944; on the east by Bernheisel Bridge Road; on the . south by HarrisburQ Pike: and on the west by North Middlesex Road. '; .. Factors that affect the marketability of the properties in the neighborhood (proximity to employment and amenities, employment stability, appeal to market, etc.): ~ ~ Subiect property is located in an expandina area of sinQle family homes and farms between Carlisle and MechanicsburQ and . "ii adiacent to the Carlisle Country Club, golf course. Shoooina and other amenities are within a short driving distance. School system is Cumberland Valley District and students are bused. SMSA 42-3240. Market conditions in the subject neighborhood (including support for the above conclusions related to the trend of property values, demand/supply, and marketing time - - such as data on competitive properties for sale in the neighborhood, description of the prevalence of sales and financing concessions, etc.): Property values are currently stable with an averaae marketina time of 80-100 days. Economic trends and lending rates have remained favorable. Sales concessions occur infrequently. There are new homes under construction in surrounding developments as well as resales available in the neiahborhood. . Project Information for PUDs (If applicable) - - Is the developer/builder in control of the Home Owners' Association (HOA)? U YES UNO Approximate total number of units in the subject project N/A Approximate total number of units for sale in the subject project N/A Describe common elements and recreational facilities: N/A Dimensions 150 x 150 Topography Slopina to level Site area 22,500 Sq.Ft.I.517 Acre MIL Corner Lot U Yes 00 No Size Typical for area Specific zoning classification and description RC Residential Country Shape Rectangular Zoning compliance 00 Legal 0 Legal nonconforming (Grandfathered use) 0 Illegal o No zoning Drainage Appears adequate Highest & best use as improved: rXl Present use n Other use (explain) View Residential/Countryside Utilities Public Other Off-site Improvements Type Public Private Landscaping Tvpical Electricity 00 200 amp Street Asphalt [X) 0 Driveway Surface Asphalt Gas 0 Curb/gutter None 0 0 Apparent easements None Apparent Water 00 Well* Sidewalk None 0 0 FEMA Special Flood Hazard Area U Yes 00 No Sanitary sewer 00 Street lights None R R FEMA Zone C Map Date 6/15/1981 Storm sewer n Alley None FEMA Map No. 420363 Comments (apparent adverse easements, encroachments, special assessments, slide areas, illegal or legal nonconforming zoning, use, etc.): Wells are common for the area and have no adverse affect on marketability. There are no adverse easements, encroachments or other adverse conditions. * Oriainal well still in place used for landscaoina only. GENERAL DESCRIPTION EXTERIOR DESCRIPTION FOUNDATION BASEMENT INSULATION No. of Units One Foundation Block Slab Partial Area Sq.Ft. 696 Roof 0 No. of Stories Three Exterior Walls Alum/Brick OaINiSpac:e None % Finished 0% Ceiling 00 Type (Det./Att.) Detached Roof Surface Shinale Basement Partial Ceiling Unfinished Walls 00 Design (Style) Split-level Gutters & Dwnspts. Aluminum Sump Pump None Walls Block Floor 00 Existing/Proposed Existina Window Type DoubleHuna Dampness None Obs. Floor Concrete None 0 Age (Yrs.) 39 Yrs Storm/Screens Yes Settlement None Obs. Outside Entry No Unknown 0 Effective Aae Yrs.) 14-16 Manufactured House No Infestation None Obs. . ROOMS Foyer Livinq Dininq Kitchen Den Family Rm. Rec. Rm. Bedrooms # Baths Laundry Other Area Sq.Ft. r., Basement Area ~ Level 1 Area 1 .5 518 ~ . Level 2 1 1 1 Nook 696 ~ Level 3 3 2 960 Finished area above arade contains: 7 Rooms; 3 Bedroom s); 2.5 Bath(s); 2.174 Square Feet of Gross Livinq Area . INTERIOR Materia Is/Cond ition I HEATING KITCHEN EQUIP. ATTIC I AMENITIES I CAR STORAGE: Floors Hrdwd/CaroNinvl Type FHA Refrigerator 0 None ~ ~ir~.pla~~S)_#_T~o 00 None 0 - \A'_II_ OI__"_M/n___1 -, .....-, _:1 I r'L - - '" f'Vl ~. . ~ - SUMMARY APPRAISAL REPORT UNIFORM RESIDENTIAL APPRAISAL REPORT File No 05-0759 V I t" f 5 t" Ii SUMMARY APPRAISAL REPORT UNIFORM RESIDENTIAL APPRAISAL REPORT File No. 05-0759 a ua Ion ec 10 ESTIMATED SITE VALUE. . . . . . . . . . . " . . . . . . . . . . . . . . . :: $ 55,000 Comments on Cost Approach (such as, source of cost estimate, ESTIMATED REPRODUCTION COST-NEW OF IMPROVEMENTS: site value, square foot calculation and for HUD, VA and FmHA. the Dwelling Sq. Ft. @ $ :: $ estimated remaining economic life of the property): Sq. Ft. @ $ = Cost Approach [from Marshall/Swift Valuation Service handbook and local cost analvsis] was considered, but 4 = . I . Garage/Carport _Sq.Ft. @$ :: deemed not credible due to the age of the . ; Total Estimated Cost New . . . . . . . . " . . . . . . . = $ improvements. Site value from Market Data. ~ Less Physical I Functional I External Est. Remaining Econ. Life: 36 Depreciation based on aae/life observed condition and . Depreciation :: $ Market Data Analysis. Estimated remaining Economic Depreciated Value of Improvements . . . . . . . . . . . . " . . . . . . = $ Life is 40-45 years. "As-is. Value of Site Improvements. . . . . . . . . . . . . . . . . . . :; $ INDICATED VALUE BY COST APPROACH. . . . . . . . . . . :; $ N/A ITEM I SUBJECT COMPARABLE NO.1 COMPARABLE NO.2 COMPARABLE NO.3 112 Locust Way 9 Evergreen Lane 23 Oak Lane Drive 6 Shover Drive Address Carlisle Carlisle Carlisle Carlisle Proximity to Subject 0.08 MI SSW 0.13MIE 1.9 MI W Sales Price $ N/A $ 184,900 $ 182 900 $ 179 000 Price/Gross Uv. Area $ 0.00 [ZJ $ 126.64 [ZJ $ 105.30 [ZJ $ 98.35 [ZJ Data and/or Inspection Verification Sources Deed/Crths.Rec. M LS/Courthouse Records M LS/Courthouse Records M LS/Courthouse Records VALUE ADJUSTMENTS DESCRIPTION DESCRIPTION I + (-) $ Adjustment DESCRIPTION I + (-) $ Adjustment DESCRIPTION I + (-) $ Adjustment Sales or Financing N/A None,Conv I None,Conv I Clsg.CstsNA I -5,000 I I I DOM 109 I DOM I DOM I Concessions I I I Date of Salemme N/A 2/05 I 10/04 , 6/05 I I I I Location Suburban Suburban I Suburban I Suburban I I I I Fee Simple Fee Simple I Fee Simple I Fee Simple I Leasehold/Fee Sirr4:>1e I I I Site LotlAvg r.521 Lot/ A va r. 721 I Lot/Avg [.34] I Lot/Ava r.511 : I I View Resid/Cntrvsd Resid/Fairway I Resid/Cntrvsd , Resid/Cntrysd I I I I Split-level/Ava 1.5 Story/Avg I 2 Story/Avg I Split-level/Ava I Design and Appeal I I , QuafJty of Construcfun Avg/Alum/Brick Avg/Alum/Brick I Avg/Alum/Brick I Ava/Alum/Brick I I I , Age 39 Y rs 41 Yrs I 21 Yrs I -2 000 36 Yrs I I I Avg/Good Avg/Good , Ava/Good , Ava/Good I Condition I I I Above Grade Total : Bdrms I Total: Bdrms I I Total: Bdrms ' Baths I Total: Bdrms I Baths I Baths Baths I I I 4 Room Count 20 7: 3: 2.50 7: 3: 1.50 : 2,000 7: 3: 3.00 : -1,000 8: 4: 1.50 : 2,000 Gross Living Area 2 174 Sq.Ft. 1.460 Sq.Ft. I 14,300 1,737 Sq.Ft. I 8700 1,820 Sq.Ft. I 7100 4 I I I Basement & Finished Partial Bsmtl Full Bsmtl I -1,000 Full Bsmt/ I -1,000 Partial Bsmtl I . I I I I I I r. Rooms Below Grade Unfinished Unfinished I Unfinished I Unfinished I , I I ; Functional Utility Average Average I Average I Average I I I I ~ HeatinQ/CoolinQ OFHA/CA OFHA/CA I HP/CA I OHW/None I 2,000 I I I . EnerQY Efficient Items Typical Typical I Typical I Typical I I I I Garage/Carport 2 C Intgrl.Gar. 2 Car Garage I 2 Car Garage I 2 Car Garage I I I I Porch, Patio, Deck, Entry/Patio/FP's Scrnd Porch/FP I -1,500 Sun Room/FP I -1,000 Porch/Patio/FP I 0 I I I Fireplace(s). etc. I I I Porch/Patio/ I I I I I I Fence, Pool, etc. None None I None I None I I I I I I I I I I Net Adi. (total) Ix] + I ]- :$ 13 800 Ixl + I 1- :$ 3700 [X] + [ J- :$ 6,100 Adjusted Sales Price Gross: 10.2% Gross: 7.5% Gross: 9.0% of Comparable Net: 7.5% $ 198 700 Net: 2.0% $ 186,600 Net: 3.4 0/0 $ 185,100 Comments on Sales Comparison (including the subject property's compatibility to the neighborhood. etc. ): All com parables are similar in utility and location to the subject property, are verified closed sales and are the best currently available. Limited sales of split levels in subject's value range have recently occurred, requiring an expanded search. Comparable sale #4 although settled later in the year, would have no value change in the current market and was included as additional data due to it's proximity to the subject property. Ranae of value is $185,000 to $199 000. ITEM SUBJECT COMPARABLE NO.1 COMPARABLE NO.2 COMPARABLE NO.3 Date. Price and Data Source for prior sales None None None None within year of appraisal CHR Courthouse Records Courthouse Records Courthouse Records Analysis of any current agreement of sale, option, or listing of the subject property and analysis of any prior sales of subject and comparables within one year of the date of appraisal: No recorded sales within three years were found. INDICATED VALUE BY SALES COMPARISON APPROACH. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . " . . . . . . "$ 190,000 II INDICATED VALUE BY INCOME APPROACH (If Applicable) Estimated Market Rent $ N/A /Mo. x Gross Rent Multiplier N/A:: $ N/A I This appraisai is made IKl "as is" 0 subject to the rapais, a~eralions. inspections or conditions Hsted beiow 0 subject to completion per plans and specifications. Conditions of Appraisal: The property has been appraised in current condition. This annrai~al i~ fnr ~liAnt nnlv nnntr~nc::for~hlo C::oo 5 , I V I f 5 t' SUMMARY APPRAISAL REPORT UNIFORM RESIDENTIAL APPRAISAL REPORT File No 05-0759 Uppl emen a a ua Ion ec Ion ITEM I SUBJECT COMPARABLE NO.4 COMPARABLE NO.5 COMPARABLE NO.6 112 Locust Way 45 Country Club Road Address Carlisle Carlisle Proximity to Subject I 0.32 MI SSW Sales Price 1$ N/A $ 179 900 $ $ Price/Gross Liv. Area $ 0.00 lZJ $ 96.56 lZJ $ (Z'J $ rLl Data and/or Inspection Verification Sources Deed/Crths.Rec. M LS/Courthouse Records VALUE ADJUSTMENTS DESCRIPTION DESCRIPTION I + (-) $ Adjustment DESCRIPTION I + (.) $ Adjustment DESCRIPTION I + (-) $ Adjustment Sales or Financing N/A None, Conv I I I I I I DOM 134 I I I Concessions I I I Date of SalelTime N/A 11/05 , , I I I I Location Suburban Suburban I I I I I Fee Simple Fee Simple I I I Leasetro'Fee Sirrole I I I Site Lot/Ava r.521 LoUAva r.431 : I I I I View Resid/Cntrvsd Resid/Cntrvsd I I I I I DesiQn and Aooeal Split-Ievel/Avg Split-Ievel/Avg I I I I I I Quality of Corlslrucfun Avg/Alum/Brick Ava/Alum/Stone: I I I I Aqe 39 Yrs 45 Yrs I I I I I Condition Avg/Good Ava/Good I I I , I I Above Grade Total' Bdrms ' Baths Total : Bdrms ' Baths , Total: Bdrms I Baths , Total : Bdrms I Baths , I I , ~ Room Count 7: 3: 2.50 8: 4: 2.50 : I I , , , , I , , I I ~ Gross livinQ Area 2,174 So.Ft. 1 863 So.Ft. , 6200 Sa.Ft. , Sq.Ft. . , , , ~ Basement & Finished Partial Bsmt/ Crawl Space I 5,000 I I , I I I I I . Rooms Below Grade Unfinished I I I I I I ~ Functional Utilitv Average Averaae I I I , , , . Heatinq/Coolinq OFHAlCA OHW/CA , , I I , I Enerqy Efficient Items Tvpical Tvpical I I I I I I Garaoe/Caroort 2 C Intarl.Gar. 1 C Intarl.Gar. , 3.000 , I , . , ~ Porch, Patio, Deck, Entry/Patio/FP.s Patios/FP , 1,000 I I I , I Fireplace(s), etc. I , I , , I , , I Fence, Pool, etc. None None I I I I I , , , I , , I Net Adj. (total) TxT+ r 1- :$ 15 200 Ixl + I 1- :$ rxl + r 1- :$ Adjusted Sales Price Gross: 8.40/0 Gross: Gross: of Comparable Net: 8.40/0 $ 195 100 Net: $ Net: $ Comments on Sales Comparison (including the subject property's compatibility to the neighborhood, etc. ): ITEM SUBJECT COMPARABLE NO.4 COMPARABLE NO.5 COMPARABLE NO.6 Date, Price and Data Source for prior sales None None within year of appraisal CHR Courthouse Records Analysis of any current agreement of sale. option, or listing of the subject property and analysis of any prior sales of subject and comparables within one year of the date of appraisal: ~ ~ ADDENDUM Borrower: Ernestine LAVERTUE, Estate Property Address: 112 Locust Way City: Carlisle Lender: Charlie E. Shields, Jr., Esquire File No.: 05-0759 Case No.: State: PA Zip: 17013 Additional Features Heating system/central air two years old, original EBB still in place as auxilliary system; ceramic tile in baths, dressing area in master bath; wood stove insert in family room fireplace, living room fireplace never used; built-in storage in garage. SKETCH/AREA TABLE ADDENDUM Case No Property Address 112 Locust Way City Carlisle Borrower Ernestine LAVERTUE, Estate Lender/Oient Chartie E. Shields, Jr., Esqui Appraiser Name Cassandra J. Crockett File No 05-0759 County Cumberland State PA Zip 17013 UC Address 6 Clouser Road, Mechanicsburg, PA 17055 App! Address Mslr 50th Mstr 6:il11 Df$Il- Bedroom Are' b Pi Bedroom Bedroom 115.0' ;--------------------------1 ! I - I I C! I Pallo I ~! I i I 30.0' ~rd Level a ~ 30.0' . Family Room ~ t:> d 22.0' I.Mng Room a ~ F"y"r o ~ Gilfilge Lower level o N N M,,~, fluor 24_0' o I I Entry i::.. lQ 22_0' Comments: Scale: 1 ::: 15 Code GLAl AREA CALCULATIONS SUMMARY Description Size Totals LIVING AREA BREAKDOWN pip Lower Level 518.00 Main i'l.oor 696.00 1'hird Level. 960.00 2114.00 Entry 48.00 Patio 160.00 208.00 Garage 484.00 484.00 Breakdown Subtotals Lowe%: Level 8.0 x 29.0 232.00 13.0 X 22.0 286.00 Main Floor 24.0 X 29.0 696.00 Third Level. 30.0 x 32..0 ~60.\)\) GAR . Borrower: ErnesfineLAVERTU E,"Estate Property Address: 112 Locust Way CitV:Carlisle . Lender: Charlie E. Shields, Jr., Esauire State: PA Zip: 17013 FRONT VIEW OF SUBJECT PROPERTY Appraised Date: June 12, 2005 Appraised Value: $190,000 REAR VIEW OF SUBJECT PROPERTY STREET SCEN"e Borrower: Ernesti"ne LA VERTUE, Estate Property Addre~s: 112 Locust Way City: Carlisle Lender: Charlie E. Shields. Jr.. Esquire State: PA Zip: 17013 Fife No.: 05-0759 Case No.: _n____ --------- File No.: (i~ Case No.: Zt; 1701-3 iiTower: Ernestine LAVERTUE Estate '0 ert AddresS: 112 Locust Wa it : Carlisle ender: Charlie E. Shields Jr. Es uire state: PA COMPARABLE PROPERTY PHOTO ADDcNUUM Borrower: ErnestineLAVERTUE, Estate File No.: 05-0759 Property Addres?: 112 Locust Way Case No.: City: Carlisle State: PA Zip: 17013 Lender. Charlie E. Shields. Jr.. Esqurre COMPARABLE SALE #1 9 Evergreen lane Carlisle Sale Date: 2/05 Sale Price: $ 184,900 COMPARABLE SALE #2 23 Oak Lane Drive Carlisle Sale Date: 10/04 Sale Price: $ 182,900 COMPARABLE SALE #3 6 Shover Drive Carlisle Sale Date: 6/05 Sale Price: $ 179,000 COMPARABLE PROPERTY PHOTO ADDENDUM Borrower: ErnestineLAVERTUE, Estate File No.: 05..()759 Property Addre$s: 112 Locust Way Case No.: City; Carlisle State: PA Zip: 17013 Lender: Charlie E. Shields. Jr.. Esauire COMPARABLE SALE #4 45 Country Club Road Carlisle Sale Date: 11/05 Sale Price: $ 179,900 COMPARABLE SALE #5 Sale Date: Safe Price: $ COMPARABLE SALE #6 Sale Date: Sale Price: $ ~ P1 t/) ." --- ':P' 11II\ n ~ -0 -- o IIOIIC. ('0 ~ ~ N b n c: ~ ,.... ~ ~ N (:> n LOCATION MAP File No.: 05-0759 Case No.: Zi : 17013 State: PA Jr. Es uire ~ c::J "" \. \ \ \ "'- '- ~ ':J~ CJ'v ~ & " -z::. > ...... a r::J r"'" t'O ell ~ ~ ..--..._------------_.._--_._~---------- ................. --.... -..... " '" " '", .'" . ",I "-- ~t..'\ ..' o~\j \ ./,/ t'\'r-\o'O ",/' 5:-':;:-/ /r"/ / I ; I I \ \ \ \ \ \ ) j I / I I I ( l I ! I I j / I I / ,/" /' ,/ ",,"" -"" "(L~ D I---_._~ \ CLEMSON RO , --j \~ I S~,~'RG / l,,--Y PIKE "".. ,) i .r--/'l. /) / \..../ J /' "../ "~/"",,,, \ I /,-.f ,,,,,., S..".,-/ I jI----- r -s;.. i y ""...----./ ....-- ?J. ,/ 0 r.... to\'\'\l.~}~_/ "J ,;~ ........ .-- ........ ......... ..-- -- -- .-- ........ --'" ......- ..-.... 01"''''- ...#"'"..~ ...- File No. 05-0759 ~~~10~**** QUALIFICATIONS **~i*i~** The following checked items are SPECIFIC SPECIAL CONDITIONS that were identified by this appraiser during th~ inspection of the subject property, the com parables sales, and their neighborhoods and locations. Unless otherwise noted the conditions that apply to the subject property or the comparable sales used DO NOT AFFECT THE MARKET VALUE OR THE FUTURE MARKETABILITY OF THE SUBJECT PROPERTY BEING APPRAISED. This is not a home inspection service. This is an appraisal to estimate market value. _1. The subject is located in a rural area and is less than 25% built-up. _x_2. Commercial/Industrial uses are located within the subject's neighborhood. These uses are typical of similar neighborhoods. _x_3. Vacant and undeveloped land uses are located within the subject's neighborhood. These uses are typical for the area. _x_ 4. The predominant value in the neighborhood is less than that of the market value of the subject property. This is due to the very wide range of value of properties in the area and superior quality of the subject property. _5. The subject property is located in a F.E.M.A. Identified Flood Zone. Flood insurance coverage is required and suggested. _6. Dampness is noted in the basement of the subject. Standing or running water was not present on basement floor. This condition is considered typical in dwellings of this style. _7. The subject property is serviced by private well andlor septic systems which is common for the area. _x_8. The subject is older than five(5) years. All mechanical systems including the heating, electrical and plumbing systems appear upon a visual exterior inspection to be in working order. No warranties are implied in this statement. _9. Repair items were noted in the comments section of the report. These comments on repair items are for descriptive purposes only and are not required repairs. The items listed are cosmetic in nature. _10. The basement floor is a dirt floor. This condition is common and typical for the area. and does not pose a health or safety hazard. _11. The subject property does contain functional obsolescence as noted in the report. This condition is considered typical and common for the area and this style dwelling. _12. The land value exceeds 30% of total value due to the high demand for vacant land in this neighborhood. This condition is considered common and typical for the neighborhood. _13. The land value exceeds 30% of total value. This is due to the large size of the site. This condition is considered to be typical and com m on. _14. Individual adjustments were required that exceed 15%. These adjustments were required due to lack of more similar com parables on that individual rating. All comparables used are the best available. _15. Total adjustments exceed 25%. This is due to the lack of comparable sales that were more similar in the subject's market area. All comparables used are the best available. _x_16. One or more comparable sales are older than six(6) months. Although there are comparable properties in the subject's area, none have sold recently; therefore, sales in excess of six(6) months have to be used. All comparables used are the best available. _x_17. One or more comparables used were in excess of one (.1) mile from the subject property. Although there are comparable properties in the immediate area, none have sold recently. Therefore, it was necessary to use comparable sales outside of the immediate area. All comparables used are located in similar neighborhoods and within the same marketing area. All com parables used are the best available. _18. The electrical system was not connected during inspection. File No. 05-0759 ~~~~~~~~* QUALIFICA liONS ~.~'1.*1.1l1l _24. The subject property is located on a private road. _25. Wood infestation inspection is suggested. _x 26. Last recorded deed transfer: Date_04/25/1966 I Consideration: $_3,000 _27. Proposed construction/renovation in accordance to plans and specifications to be completed in a workman-like manner. _ _28. Seller is paying part or all of closing costs. _x29. All com parable sales are verified closed sales. _x_30. There are no special conditions or other requirements that would affect market value or future marketability in the Appraisal Report. CHECKED ITEMS ARE SPECIFIC SPECIAL CONDITIONS THAT WERE IDENTIFIED BY THIS APPRAISER DURING INSPECTION. File No. 05-0759 DEFINITION OF MARKET VALUE: The most probable price which a property should bring in a competitive and open market under all conditions requisite to a fair sale, the buyer and seller, each acting prudently, 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 typically motivated; (2) both parties are well informed or well advised, and each acting in what he considers his own best interest; (3) a reasonable time is allowed for exposure in the open market; (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 com parables 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 LIMITING CONDITIONS AND APPRAISER'S CERTIFICATION CONTINGENT AND LIMITING CONDITIONS: The appraiser's certification that appears in the appraisal report is subject to the following 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. The appraiser assumes that the title is good and marketable and, therefore, will not render any opinions about the title. The property is appraised on the basis of it being under responsible ownership. 2. The appraiser has provided a sketch in the appraisal report to show approximate dimensions of the improvements and the sketch is included only to assist the reader of the report 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 the appraisal report whether the subject site is located in an identified Special Flood Hazard Area. Because the appraiser is not a surveyor, he or she makes no guarantees, express or implied, regarding this determination. 4. The appraiser will 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. 5. The appraiser has estimated the value of the land in the cost approach at its highest and best use and the improvements at their contributory value. These separate valuations of the land and improvements must not be used in conjunction with any other appraisal and are invalid if they are so used. 6. The appraiser has noted in the appraisal report any adverse conditions (such as, needed repairs, depreciation, 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 normal research involved in performing the appraisal. Unless otherwise stated in the appraisal report, the appraiser has no knowledge of any hidden or unapparent conditions of the property or adverse environmental conditions (including the presence of hazardous wastes, toxic substances, etc. ) that would make the property more or less valuable, and has assumed that there are no such conditions and makes no guarantees or warranties, express or implied, regarding the condition of the property. 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, the appraisal report must not be considered as an environmental assessment of the property. 7. The appraiser obtained the information, estimates, and opinions that were expressed in the appraisal report from sources that he or she considers to be reliable and believes them to be true and correct. The appraiser does not assume responsibility for the accuracy of such items that were furnished by other parties. 8. The appraiser will not disclose the contents of the appraisal report except as provided for in the Uniform Standards of Professional Appraisal Practice. 9. ~he apprais~r has based his or her appraisal report and valuation conclusion for an appraisal that is subject to satisfactory completion, rAn;:llr~ nr ;:llh~r;:ltlnnc:. nn thA ;:lc:.c:.llmntinn th~t {'nmnIAtif"\n f"\f thA imnrf"\\/AITlQntc will hQ nQrfnrmQrl in !J wnrlrm!JnlilrQ rn!Jnnor . . File No. 05-0759 APPRAISERS CERTIFICATION: The Appraiser certifies and agrees that: 1. I have researched the subject market area and have selected a minimum of three recent sales of properties most similar and proximate to the subject property for consideration in the sales comparison analysis and have made a dollar adju~tment ~hen appropriate to reflect the market reaction to those items of significant variation. If a significant item in a comparable property IS superior to , or more favorable than, the subject property, I have made a negative adjustment to reduce the adjusted sales price of the .c?mpa~able and, if.a significant ite~ in a comparable property is inferior to, or less favorable than the subject property, I have made a positive adjustment to Increase the adjusted sales price of the comparable. 2. I have taken into consideration the factors that have an impact on value in my development of the estimate of market value in the appraisal report. I have not knowingly withheld any significant information from the appraisal report and I believe, to the best of my knowledge, that all statements and information in the appraisal report are true and correct. 3. I stated in the appraisal report only my own personal, unbiased, and professional analysis, opinions, and conclusions, which are subject only to the contingent and limiting conditions specified in this form. 4. I have no present or prospective interest in the property that is the subject to 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 the estimate of market value in the appraisal report on the race, color I religion, sex, 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. 5. I have no present or contemplated future interest in the subject property, and neither my current or future employment nor my compensation for performing this appraisal is contingent on the appraised value of the property. 6. I was not required to report a predetermined value or direction in value that favors the cause of the client or any related party, the amount of the value estimate, the attainment of a specific result, or the occurrence of a subsequent event in order to receive my compensation and/or employment for performing the appraisal. I did not base the appraisal report on a requested minimum valuation, a specific valuation, or the need to approve a specific mortgage loan. 7. I performed this appraisal in conformity 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 as of the effective date of this appraisal, with the exception of the departure provision of those Standards, which does not apply. I acknowledge that an estimate of a reasonable time for exposure in the open market is a condition in the definition of market value and the estimate I developed is consistent with the marketing time noted in the neighborhood section of this report, unless I have otherwise stated in the reconciliation section. 8. I have personally inspected the interior and exterior areas of the subject property and the exterior of all properties listed as comparables in the appraisal report. I further certify that I have noted any apparent or known adverse conditions in the subject improvements, on the subject site, or on any site within the immediate vicinity of the subject property of which I am aware and have made adjustments for these adverse conditions in my analysis of the property value to the extent that I had mQrket evidence to support them. I have also commented about the effect of the adverse conditions on the marketability of the subject property. 9. I personally prepared all conclusions and opinions about the real estate that were set forth in the appraisal report. If I relied on significant professional assistance from any individual or individuals in the performance of the appraisal or the preparation of the appraisal report, I have named such individual(s) and disclosed the specific tasks performed by them in the reconciliation section of 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 item in the report; therefore, if an unauthorized change is made to the appraisal report, I will take no responsibility for it. SUPERVISORY ~PPRAISER'S CERTIFICATION: If a supervisory appraiser signed the appraisal report, he or she certifies and agrees that: I dlre~tly supervise th,e appraiser who prepared the appraisal report, have reviewed the appraisal report, agree with the statement~ ~~d conclUSions .of the appraiser, agree to be bound by the appraiser's certifications numbered 4 through 7 above, and am taking full responSibility for the appraisal and the appraisal report. ADDRESS OF PROPERTY APPRAISED: 112 Locust Way, Carlisle, PA 17013 REV-I503 Ex + (1-97) '* SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF L C ItV~ IfTuE I €I?N~~71N~ A. FILE NUMBER :L1-oS-6 liD All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. I D 0 6hdrcS of &JM MJHf ~lvc-k. of Prudenh'/LI F. i1 Q Y1 c; ai, k '" .rum. lOf#, h; , fD 3. 87 10 ;,,~."7 3 ] aNe. = "I" 3. 3S" x /00 = .JUI1f.. , 3 H, h; j CD 3~ R8 10 (. ~. 9 s (~e.e va/uan'on 8het.,f litfadte-e/) ~ fD, 3?JS" DO TOTAL (Also enter on line 2, Recapitulation) $ 'I '33 S, IJO REV.l508 EX + (l.gn '* SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF L#//EJe72te:; E;f?A/ES77/t/E /1-.. FILE NUMBER / ::61- 0 s--~'10 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. /NT: ~Ct!.lt. 7Z> 1:>. ~. t::>. ~AI /-rE'/Il 3. (SEt: JlIl-tUA7i()N Le-17€7l IftrAt!NEPJ. //IIJ!IFN7Z>/<.!/ /')~ mISC. /rcms 0;: /1€12.S~/JI~ TY (S€I: /It/vt=~7}J/lY A- rr~eI-I~) ,. S'Al~ OF 1'11/7 !lfJA)-r,AC G/MN()-A-hl I (PI, 000 Met-a ITEM NUMBER 1. ~. 3. 1. s: DESCRIPTION /111 T C!HEl!kINfr A-(!(!/)l/I'/r -# ~'Ifr2' () 'ILl ZA//:. A-~{!./{, TO :D.~-f). oN / rem /. (J'FE Y A-'-tI A- TI bill Le TTt7< /I- T17!-t!H e7J ). S/A-rE FA-t€/Jt INSU/2A-A/(!,E: 4AAJK I ~AJEY AI~lEr Il- t.(!,ot/Nr .:It 100 I~O 6" if ~ VALUE AT DATE OF DEATH ~ to" ~ S-~ Cjt) ~ ~. 2S ~ I 7, 07 I. 'SC{ cz Z.. 79 '1 9~s: 2~ 70 7;(/)IH~G lJty~s , '-/, / DO, /)0 TOTAL (Also enter on line 51 Recapitulation) $ ~ 8} "33 if.. ~ 3 (If more space is needed, insert additional sheets of the same size) ... Schedule E Items of Personalty Ernestine A. Lavertue Familv Room Small table 3 seat couch Small coffee table Chair to match sofa Rocking chair Assorted miscellaneous books Assorted knick-knacks Rocking chair and stool U sed old exercise bike Old TV stand Table lamp Small lamp TOTAL FAMILY ROOM Half Bathroom Small waste can TOTAL HALF BATHROOM Kitchen Kitchen table Assorted glassware, kitchen utensils & small appliances TOTAL KITCHEN Dinin!!: Room Dining room table with extenders & 6 chairs Small cabinet Small spice rack 2 sconces (homemade wood) Cabinet with small drawers Rocking chair Wall mirror Cabinet with drawers TOTAL DINING ROOM Fover 1 sn1all table, lamp & stand up coat rack TOTAL FOYER $ 2.50 60.00 3.00 18.00 6.00 3.00 1.50 16.00 5.00 1.50 1.50 0.50 $118.50 $ 0.25 $ 0.25 $ 20.00 15.00 $ 35.00 $100.00 25.00 1.50 1.00 30.00 6.00 8.00 12.00 $183.50 $ 4.50 $ 4.50 Page 1 -\... Basement F aIding lawn chairs Assorted hand tools Fan Old metal folding table 2 old wooden stools Old broken down pool table - junk value Old metal filing cabinet 2 pre-decorated imitation Christmas tree - junk value TOTAL BASEMENT $ 2.50 4.00 1.00 2.00 1.50 -0- 1.00 -0- $ 12.00 Gara2e Old cedar chest Craftsman riding lawn mower Motorized chair Lawn chairs Assorted rakes, hoes, etc. Old golf clubs Old metal chair Assorted small tools TOT AL BASEMENT $ 2.00 190.00 20.00 2.00 4.00 50.00 1.00 2.00 $271.00 GRAND TOTAL $905.25 Page 3 .'I//4.()b ~~ . t ~ t/IOO $ ~/)f/J11i / 7fJ f~ Y1uut tZ#f -; ?Y//1/ I - .'? ~k.)I ~..... !-~/ . r;, ij tWt) ~ REV-1511 EX+ (12-99) . . . {~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF L /}I/E/(TIA~ F/lAlES7J/IIt? A-. FILE NUMBER c:v- oS-t;~o Debts of decedent must be reported on Schedule I. ITEM NUMBER A. DESCRIPTION 1. FUNERAL EXPENSES: HoF='FM A-IJ- R.o>>l f:U.N&nA-L NDtnG} I ",C. ,oF elf-I? I-IS I.. G J..lD~1=1H AAJ-Ilom FUIIIE=7tJIH. !-IP/J1E:; /N~. 6)r CA-I!2t..J s l~ FINA-f., /SAt... Fit /J' EifAl IYIEJII< +lIJLI./JA-V /IVN D9-1eLJ.ft.& b/NIN6 ~ 8DH1 IIIA/rl:?(~ (;A!./fTtlITY /!).IV /7E/J/3. , /JA-YAlENr 70 S-,: /J/I-rl€lt!I<$ CHUI(~ tJA.JeLlSLG" ~ ~ 4-/JlJliIPAlAl rLIJ 1Vb:-7( S///fAY ReM1 ~ 7lYE"/l/J/J;:'L..~ t>F me:-t!H ~~,f'(;. ~. 3. .l/. s. ~- B. ADMINISTRATIVE COSTS: 2. 1. Personal Representative's Commissions Name of Personal Representative(s) -p A-1I to.:r. LIf V €/eltlt: Social Security Number(s)/EIN Number of Personal Representative(s) /'11- LID - 5"6 q 3 Street Address fD 3 5~yulf)€ X>Je. City mE(!J.{AAI/t!.s8t{~6. State~ZiP )7oS-[) Year(s) Commission Paid: d {Job Attorney Fees Cha rltz.8 €. cSJ,,'t!../d.s 111 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 4. 5. 6. 7. t. 'I. /P" II. I :l. Claimant A/()NG Street Address City State _ Zip Relationship of Claimant to Decedent Probate Fees aM.Il Dr"~;na.1 ., ->S Lee tlt short ce.rti f.'c,o.:/:es . AMOUNT PIlFPlf-lb ~7I'tf. 2,8 ~ I ,,, II DO 1l So II e>/') Jt.~Sf)./)D .. 9;;1.. O() wAI VE:D As 7D IfJtJNA-eIJ tA JlEll rl/,G"~ ~~Ti~N.. ~ 4,37".. 3S- ~ '-, 'i 9 (). () 0 AloAlE ~ ljJ. 00 Accountant's Fees 1 Lree..ctDI1 J.fo~ I D~ G r e.e.t14wawlf F Ct? fer Tax Return Preparer's Fees \ p rt. p . eo\ oSL D.d 10"10 I e:J&. liS ta1i. ,. nC-D hlH!. r~.J.u."n 10,",,', I'll- Lfl, e.tG;. (es/""".) Ad &le,rti.si~ ; t1 C luwl>>-J~ La.w JD"'lrn 4.1 IIdverli'si1/;n C",./,'s/e Senhhe/ Atld'hf;114/ ;.;tdJafe k. F;/'';:1 :J;,~e,.ifaHce. ~ I(e!-urn t:Ge -k> R~1ir Df Iu//Is 5~ UI. ~g'relr lit-a./ E.srafe f "f-/lpra/Stl/ Sery/ces;, /!pprA/sa/ l?a/'m61l,.re/J/e~t; '" eltllrks E.. J'6/eld~ lIl/fJ~t!fYJ;($,fP'~ reslrhl.} ~. TOTAL (Also enter on line 9, Recapitulation) $ ;J I.) /'I~, /1 (If more space is needed, insert additional sheets of the same size) 1- .3 SO. DO " 7 ~.. DO f. lIS: 2S- ~ ~ so. DO ~/~.~O l' .s-t:)~.~t:) , d 3. S-o 5. W. Barrett Real Estate & Appraisal Services File No. 05-0759 ********* I NV 0 ICE ********* File Number: 05-0759 01/26/2006 Charlie E. Shields, Jr., Esquire 6 Clouser Road Mechanicsburg, PA 17055 Borrower: Ernestine LA VERTUE, Estate Invoice # : 05-0759 Order Date: 12/29/2005 Reference/Case # : PO Number: 112 Locust Way Carlisle, PA 17013 Appraisal Services (05-0759) Second analysis (05-0758) I nvoice Total State Sales Tax @ Deposit Deposit $ $ ($ ($ Amount Due Terms: Payable Upon Receipt Please Make Check Payable To: S. W. Barrett Real Estate & Appraisal Services 126 North Hanover Street Carlisle, PA 17013 Fed. 1.0. #: 236646-804 YOUR SINGLE SOURCE...Professional, Efficient Service. TI-IAMLl" vnll $ $ $ 300.00 200.00 500.00 0.00 ) ) 500.00 2sr. OF J...Av~trruGi c.eA/EiS r;lIIe 13. ~. xW" ~ /4. .~;/tnu P /5: jJfJL lb. ~ 11.\~~~~~ It ,i; lilt 17. \ ~ ~ :2/). \ IfJt. e:;/.\~ ~ ;1~ i jJ/Jt ;{E}\~ ~ ~l/.\ fJPL. \ ~s.\~ ~ ~. \ lIt ;,1. \# ~ ~f;1 \ 1M! /M.fIJ ~~ ~ .~ )'f.\~~.~~ ~. \ ;J~ j}W,l 7# ~ 3(. \ ~ 3:2.\ ~ ~~d ~ 3"\ J,w.~MUaAtUtIi ~~d~ 3 '1.\ AL~ ~ f. · .., . 35.\ ~.~~~ 3/,.\.flJM N a. \ it- II,/; A:f) /I 37. \~ f)a. ~. 3!. \ ~ pd {j,. 3~. \~~)t~ -~j, CtWAfNI'A SJ;. :LI.- 05- 'lIO 'I ({. 00 t .2/.59 ~ 10. tZ ( :2I.oS fit 7 {) · ()() tf./~. sZ ~ /o,t)o ." ~ t./. '1b " !O,t7b , 2'/. 9'1 " It:), Q() . 2'1. ~t ~ II!J . ()<J ~ ~'I.8S- ,. It:;' po ~ S-SlJ.. fH) ~ F'(,. 1,3 ~ l55!". 30 " / S". Z ~ "71: 1$ " ~ (), I/'-() ~ 9~/ Z- ~f/,,(,3 ~/</8; 7 g If!.. 3 e s". 1,!J '''/fK),&/J lf3()~~ REV-l512 EX + (1-97) . SCHEDULE 1 COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT, INHERITANCE TAX RETURN RESIDENT DECEDENT MORTGAGE LIABILITIES, & LIENS ESTATE OF L/I-/ll}2 7Zt~) €7</f FS71 AI F FILE NU MBER ~ / -()S'-Io'lo Include unreimbursed medical expenses. ITEM NUMBER 1. J. 3, 'I~ 6. 7. l 9~ DESCRIPTION .5: ~/~~ ,LJ /J L. . 1?1,~~ JJt~~ ~ -1U~-k:// ~.e?M ;(Jeid ~u. ~ /J/~-~ /JU). jJ~ G/J1 &tel ~ ~ ~ ~Rrf- -I~ +~ I/t~~ Gm Co.d~~ AMOUNT ~ /1, 7~ Jl IOI7~ ~?b,63 ,. 13.2b 1C I, 3Zi" 8' 1 ~.3",SS ~ 3~ 2.~ ~ IOS,SY 2' {,7 3. </~ TOTAL (Also enter on line 10, Recapitulation) (If more space IS needed I insert additional sheets of the same sIze) $ J., 307. II REV-1513EX.(1-97) "" ~ ~.~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF L /f J/F 127u G) ER/YE.57/Alt: FILE NUMBER A. NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY 1. TAXABLE DISTRIBUTIONS (include outright spousal distributions) RELATIONSHIP TO DECEDENT Do Not List Trustee(s) 1. ])A-V/j)..:r: I-AlIGIlTU G h 3 S/C.y t. / All? 2:>/2 / t/ E IJ1E(!NAN/(!S811~G~,/J~ /7DSO SON ,;}I-~r-~f/o AMOUNT OR SHARE OF ESTATE y~ y~ ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE ~. ,e I CH /I-/t./J A-. LA-V G72 TZ< t: 9'1 J" /:7JP Ley J<.b iI-../) IJIC::CH/MI/t!.5L1U/26,,~"#/ / 70 5; S- ~~/I/ 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) _.-___~)~~'t~.:a:...~~~i;~~,~~;,~~~~" II') II') = t"'- ~ ~ ~ ~ -< r.J; ~ . "'d ~ ~... as ~ "'d ell :a~~a OO~=,Q . -< rIJ ~ ~ ~ .~ rIJ ~ rIJ = ~ = = ~ "t: ~ 0 ~ ~ 0"- C.) ~tU~ U-<\C:; QJ rIJ. = o == ...- .. = o u .c ~ ::: ~ rIJ. = 0 =OQJt- ~~;~ ~ ::: =-< o ~ c-~ __ r.F1 .... .. .. ...- QJ QJ QJ .. (i) ~ ..c = .,.. .~ ~ 8 ~ ~U~U