HomeMy WebLinkAbout04-18-06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX( 11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
WILLIAMS MARY ANNE
8306 SEAVER COURT
POB 774
CHESTERTOWN, MD 21620
n_nn_ fold
ESTATE INFORMATION: SSN: 192-14-5541
FILE NUMBER: 2106-0013
DECEDENT NAME: BOHN GRACE L
DATE OF PAYMENT: 04/18/2006
POSTMARK DATE: 04/18/2006
COUNTY: CUMBERLAND
DATE OF DEATH: 12/30/2005
NO. CD 006565
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $6,237.05
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TOTAL AMOUNT PAID:
$6,237.05
REMARKS: MARY A WILLIAMS
CHECK# 1021
SEAL
INITIALS: CM
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REV-1500 EX + (....oo)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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DECEDENrs NAME (LAST, FIRST, AND MIDDLE INITIAL)
Bohn Grace
DATE OF DEATH (MM-DD-Year)
L.
DATE OF BIRTH (MM-DD-Year)
1Xl1. Original Return
D 4. Limited Estate
IXl 6. Decedent Died Testate (Alta:h copyofWiU)
D 9. Litigation Proceeds Received
D 2. Supplemental Return
D 4a. Future Interest Compromise (dale of death after 12-12-82)
D 7. Decedent Maintained a Living Trust (Alta:h copy of Trust)
D 10. Spousal Poverty Credit (dale of death between 12-31-91 and 1-1-95)
OFFICIAL USE ONLY
FILE NUMBER
21 -0 60013
""'COONTvCODE ---VEAR- - - N'UMBER- -
SOCIAL SECURITY NUMBER
1 92- 1 4 - 5 541
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
D 3. Remainder Return (dale of death prior III 12-13-82)
D 5. Federal Estate Tax Return Required
_ 8. Total Number of Safe Deposit Boxes
D 11. Election to tax under See. 9113(A) (Attach Sch 0)
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
John M. Eakin Market Square Building
FIRM NAME (If Applicable)
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12/30/2005 04/15/1922
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
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TELEPHONE NUMBER
717 766-3172
Mechanicsburg, PA 17055
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
D Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
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)
12. Net Value of Estate (Line 8 minus Line 11)
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)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
126,060.40
94,731.99
108,000.00
95,649.21
OFFICIAL USE ONLY l
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27,296.24
("- .
(, ,
(8)
230,945.45
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
9,356.33
796.73
(11)
(12)
(13)
10,153.06
220,792.39
(14)
220,792.39
x _ (15)
X _ (16)
X .12 (17) 15,127.25
X .15 (18) 14,209.80
(19) 29,337.05
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
20. 0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
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Decedent's Complete Address:
STREET ADDRESS 57 Ashford Drive
Enola, Pa
CITY I STATE I liP
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C, Discount
(1 )
29,337.05
22.000.00
1.100.00
Total Credits (A + B + C)
(2)
23,100.00
3.
InteresUPenalty if applicable
D. Interest
E. Penalty
5.
T otallnteresUPenalty ( 0 + E )
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 (4)
If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
(3)
4.
0.00
6,237.05
6,237.05
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; ........................................................................... D 00
b. retain the right to designate who shall use the property transferred or its income; ........................................ D 00
c. retain a reversionary interest; or ...................................................................................................... D 00
d. receive the promise for life of either payments, benefits or care? ............................................................. D 00
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration?......................... ........ ................ . ............ ................................ D 00
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. 0 00
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ....................................................................................................... D 00
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 penalties of pe~ury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete.
Declaration of preparer other than the personal representative is b on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RET N .. DATE
~ tz. tJ 2, 0
DATE
ADDRESS nCt
/? tJ6
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 decedenfs siblings is 12% [72 P.S. ~9116(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-l502EX + (1-97)
'*
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RE IDENT DE DENT
ESTATE OF FILE NUMBER
Sohn Grace L. 21 06 0013
All 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 property 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 jointly-owned with right of
survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
57 Ashford Drive, Enola, Pennyslvania, See attached appraisal
VALUE AT DATE
OF DEATH
108,000.00
TOTAL (Also enter on line 1, ~pitulation) $
(If more space is needed, insert additional sheets of the same siie)
108000.00
84/11/2005 01:52
71 7731"3123
CHHF'AL F'Hi
F'ACiE 04
~t1rJ.!~Ul.JH~11 r'sae #5
Therure 3 comoarable properties currentfy offered tOt' sillt in the subiect nelOhbomooo rallQina in prlce from $ 90 000 to $ 120 000
There are 4 comf)af1bte sales In the subject neighborhood within tho Dast twelve montlls raol1lnQ In sllle price from $ 104 000 to $ 108 400
FEATURE SUBJECT COMPARABLE SALE' 1 COMPARABLE SALE fI. 2 COMPARABLE SAlE 1/ 3
Address 57 ASHFORD DRIVE 158 ASHFORD DRIVE .61 ASHFORD DRIVE 69 ASHFORD DRIVE
ENOLA PA 17025~2321 'ENQ~ PA 17025-2321 ENOLA PA 17025-2321 ENOLA PA 17025-2321
Proximity to Subiect ~;~~~~:1.i:;;~,:li. i ~::h" 0.01 miles 0.01 miles 0.01 miles
Sale Price $ N/A kVt':""S~fi.t~:,~;t~: $ 1 06 000 1,;';1,' [,>' 'J . ','.1.: S 104 000 ' ;' $ 107 500
Sale Price/Gross LIv, Area S SQ.ft S 88.33 sa,fl. ':';~~/~;:'{t~;~j/...:IJ' $ 83.81 SQ.flJb,;-"",; .'. '~:,.':.J;', $ 89.58 so.ft ~~~l. ~... "U'l':~; ~:,1\
Data SoureelsY ~.\ 'U~~. ~J~:~.~, ,~.;~' ~.'~..f.i Et: ASMT RECOROSIMt.S/AGENTJ ASMT RECORDSIMLS/AGENTI ASMT RECOROSIMLS/AGENTI
Verification SovfCc(si ;-i'~i .~+j,lt~\'::.t}..? SETTLEMENT DEFT SEmEMENT OEPT. SETTLEMENT DEPT,
VALUE ADJUSTMENTS _f- OESCRl'TION +I-I $ Ad~s_ DESCRIPTION + H $ Adiustment DESCRIPTION + (-\ $ Adi~stment
Sales or Anancing ,: . CONV CONY QONV
Concessions '. ' NONE KNOWN NONE KNOWN, CCPO 2 500
Date of Salcrrrme . '. , 10-28-05/5 11-29~5143 09-01-0~/12
location AVERAGE AVERAGE AVERAGE AVERAGE
LoaseholdlFee SimPle FE~~SIMPlE FEE SIMPLE FEE SIMPLE FEE SIMPLE
Site 0.30 ACRES 0.06 ACRES 0.11 ACRES 0.12 ACRES
Vi~w AVERAGt;__ AVERAGE AVERAGE AVERAGE
Desion (SMe\ 2STYlEOR 2STY/ROW +1 500 2STY/ROW + 1 5QP 2STYIROW + 1 500
OuaUtv of Construction AVERAGE AVERAGE AVERAGE AVE~AGE
Actual Me 19 YEARS 20 YEARS 21 YEARS 21 YEARS
Condition AVERAGE AVERAGE AVERAGE AVERAGE
Above Grade .T~taf 10ttn1s.1 Bath! TotalIBdmls.! Baths T oal t Sdnm.1 Baths Total Bltms.l Baths
Room Count 4 I 2 ! 1.5 ~ 4 I 2 11.5 4 I 2 1,5 4 2 11.5
Gross Uving Area 1 200 SQ.ft. 1 200 $Q.ft. 1 240 sq.ft 1 200 so.ft.
Basement & finished fULL BSMT. FULL BSMT FULL BSMT FULL BSMT.
Rooms Below Grade UNFINISHED FAM1L Y ROOM -2 500 UNFINISHEO REC/2DENS .5 000
Functional Utilitv AVERAGE AVERAGE AVERAGE AVERAGE
HeatinWCoofillQ E8JYHPICA EBBINOCA +3 000 E:8B/NOC.e +3 Q99. EBBlNQCA +3 000
Energy Efficient Items ,TYP FOR AREA TYP FOR AREA ... TYP FOR AREA lYP FOR AREA
Garaoe/Car~ NONE NONE NONE NONE
Pordv'PawIDeck IENC PORCH=ATIO ENe PORCH ~ PATI9 + 1.aQQ.
. NONE NONE
NQNE NONE_
NONE NONE ~ NONE NONE
NONE NONE NONE NONE
. Net Adiustment (Torall .";'~:, \;:".. '<'~!.)i:.~1 [Xj + I . . S 2 OOQ r2J+ n- s 4500 -15<)+ rj . $ 1000
Adjusted Sale Price .. ",Ji Net 19 % I: Net 4.3 % Net 0.9 %
of Comoarables,., ~ '" Gross 6.6 % $ 108000 Gross 4,3 ,,1$ 108 500 Gross 10,2 % $ 108 500
I iXJ did 11 did not resellf~h the sale or transfer hlstolY 01 tho subject tlropeljY. and comparable sales. M net, explain
~".-
Mv research o did ~ did not reveal any prim sales or transfers of the subject p{operty tor the three years pnor to the effective da1e 01 this ap~talsal.
Dahl Source{s) LOCAL ONLINE COUNTY ASSESSMENT RECORDS
My research [J did [5(f dfd not rl!veal itny prior sales or transfers of the comparable sales lor the year prior to the date.~f sale m the comparable'sale,
Oata Sourco(s) LOCAL ONLINE COUNTY ASSESSMENT RECORpS
R600Tt the results of the research and analysis 0( the DTior sale or transfer hrstory of flle sublect oroDartv and comparable sales (tepaI'! addifiooal prior sales on Qaoe 31.
- ITEM SUBJECT COMPARABLE SALE #1 COMPARABLE SALE #2 COMPARABLE SALE #3
Date of Prior Sale/Transter _.w.92-04.,1987 NONE KNOWN TO EXIST NONE KNOWN TO EXI~T t NONE KNOWN TO EXIST
Price of Prior $ale/T ransfer 59.500 FOR PAST 36 MONTHS FOR PAST 36 MONTHS FOR PAST 36 MONTHS
Oata Sourcers) COUf\fTY RCRDS ONLINE COUNTY RCRDS QNLlNE COUNTY Rq~DS ONLINE COUt'fTY RCRDS ONLINE
Effective Date Of Dahl Sourcofs\ 01-27-2006 01-27-2006 01-27-,,006 -. 01.27-2006
Anawsls of 000r sale IJr transier hls~ry of the subject property and comDarable sales ThAra \AlDr", !'In . .. I
n the OV'.~l
-
~,
Summary of Sllles Comoarison AD~r.oach All four sal~~ are consideredJ$) be reliable ifldicatQ.~ of value, and are weiQhted similarlv in the final
$..cp'~ciJiation. ADoroonate adjustments have been made (Or all differences. Com~8rables s.ales used ~!.e all closed sales..._AIl four comDarable
sales are located in the same ,market area. school district. and townshi~ as the subiect pr~rtv and would ~ considered bY the ~8me oersvect,ve
I ourchaser if all were On the market at the same time as the subiect.
-
- --'-
,.- --.
Indicated Value bY Sales Comparison Approach $ 10S 000
tndlclted Value-by: Sales Comparison Approach $ 108 000 Cost Approach (if d!ye1oped) $ NlA Income Aeeroach (If developed) $ N/A
See attached addenda.
. "
This appraisal is made lZJ "as is", U subject to completion per plans ana speclflcationJ on the basis of (l hypothetical conditiOn that the impmvemenls have been
~ completed, 0 subject to the following repairs or alterations on the basis ot a hypothetical condition that the repairs or alterations nave been completed, or 0 subject to the
followina reaulred Instlectlon based on !he. extraordinary assumption that the comtltJon or deficiency does not require aftefatlon or repllir.
I 1"- on · compIoII .....'InIG:1on .. Iloo _10, ... -, ..... oflloo ':'tit PlOpe"rJ;. ........ 'cope of wort. .- of ...umpttons .nd IlmltIng
conditions, and tppt'llIer'. cen I!iOn, my (our) opinion ot Ute market value, as ftned, ot reel property that 18 the subject of Utls repon la
$ 108000 Ie of 12~30-05 which Is the dtt@ of Insoectlon and the effective da1t' of this aooralsal.
Uniform Residential Appraisal Report
Flle# ASHFORDDR57
Freddie Mac Form 70 March 2005
Page 2 of 6
Fannie Mae Form 1004 March 2005
Form 1004 - "TOT At for Windows. aooraisal rj(J1twar~ b)I a /a made, ine. - 1.800.AlAMOOf
APR-11-2006 rUE 01:28PM 10:
PAGE: 4
04/11/2806 01:52
717737'312-::
CEtHPAL PEN
liellHiSl renn ~?lJfilISaIS, mc. (III) fJ(.4ti\N
P A(3E 0:
it'lIe NO. A~Mr-VI'i1JUH~.QtBge #4,
Uniform Residential Appraisal Report FiI@# ASHFORDDR57
The {JUroose of [his sumrmry aPCl'aisal report is to orovtde the lend~/ctient with an acclHllte, ,n<! acfequately supported, oPinion 01 the market value of the sub;ec1 property,
Propenv Address 57 ASHFORD DRIVE City ENOLA
Borrower NfA Owner of Public Record BOHN. GRACE L.
Leaal DescritJlion DEED BOOK 0032M PAGE 00149
Assessor's Parcel # 09.13-1002-362 TaxYear 2005 R.E. Taxes $ 1 327.49
Nelohborhood Name WOODLAND HilLS J EAST PENNSaORO TOWNSHIP Map Reference HBG ADC 30061A-3 Census Tract 0101.00
Oc,""",1 r 1 Owner iH .".nI ~ v..... SIlecIII Asseum",~ $ 0,00 r l PUD HOA $ N/A [ 1 ,,,o,,.ar r'l OOr month
PrOl)ert'i R!ghts ApPRised ~ Fee Simple 0 loasehold 0 Ottler (describe) ..
Assignment Type :1 Purchase Transaction !1 R~fjnance TflllSaction ~ OCher (describe) OPINION OF MARKET VALUE
lender/Client PRIVATE Address
Is !he subiect orooertv currentlY offered for sale or has It been offerod for sate In !he 1weIve momhs prior to the effective date of this appraisal?
R~rt data source{s) used, offering price(s). and daters). LOt;(AL MUL TlPLE LISTING SERVICE
State PA Ziti Cooe 17025-2321
County CUMBERLAND
[ 1 Yes [Xl No
I 0 did 0 did not analyze the contract for sale for the subject purchase transaction. Explain the results of the analysis of the contract for sale or why the analysis was not
I J)erfooned. N1A
Contract Price $ N/A Date of Contfju;t N/A Is Ihe property sctler the owner 01 DUbUc record? DYes f 1 No Data Source's) N/A
Is there any financial assistance (loan charges. sale concessions. gift or downpaymerrt assisTance, etc.) to be paid by any party on behalf 01 the borrower? [J Yes 0 No
· If Ves, reDort the total do"ar am~ynt and describe the items to be paid N/A ~.
Note: R--=e and the racial composhlon of the neighborhood are not appraisal factort.
-"-",~,,.~: ~;';'1;:'.~1.~~ ~rt;~~~~~~,~Onf"otIriItHouslnG:Trtad.:;.~(r ~{y;.~~: .').1;~~ ,_;;,.0M-iJnft HOVUMf:'"' :;l;Mteftt tand UR,%~'t
location Urban ~ &Jburban-O Rural Property Values ~ Increasing 0 Stable 0 Declinl~ PRICE AGE One-Unh 70 %
Bwn-Up ~ O~r 75% 025-75% n Under 25~ Demand/Supply 0 ShOftaQe ~ In Balance n Over SUDDIV S (000) _~) 2.~ Unit 5 %
; Growth ..-- RaDid [Xl Stable r Slow MaootJna Time ~ Under 3 m1hs n 3-6 m1tls ~r 6 mths 100 Low 0 MultHamllv 5 %
NeiQhbortlood Boundaries See attached addenda. 175 Hiah 100+ Commercial 10 ~
· ~- 125 Pred, 45 OtMr 10 ..,
Neighborhood Oescrl~ This suburban neiQhborhood has_lJlost public utirrtie$ available. relatively easy access to emplovment and se.....ices and is
~,g~titive with other neiahbomo04!lf.l.the general area. Most have similar amenities No unfavorable factors trere observed which would
adverselY effect m~.rket8bility. .._
Market Conditions [mcluding support tor the above cOlltlusions) There are_no foreseeable economic trends which I'IJlQht sianificantlv influence market
conditions in this are!!._ The current mort~&Qe market offers a wide variety of conventional loans with competItive rates. As a resy.I!.JQ~terms of
financino have little if any. imoact on sales prices. If interest rates remain teasonable orooertv values and marketability should be $t.;tble,
Dtmens10ns SEE LEGAL DESCRIPTION ~ Area 0.30 ACRES Shape RECTANGULAR View AV~!3AGE
Soecific ZonIng Class~lcalloo R.RESIDENTIAL lonlno OescriPfioo SINGLE FAMILY RESIDENTIAL USE
~9 Compliance lL<j legal 0 Legal Noncollfor~ (Grandfathered Usel f l No looino L J Ilfeaal (describe)
Is the highest and best use ot subiect DfO~~ as improved (or as proposed per plans and spedicatioos) the present use? ~ Yes It No "No. describe
utIlities Pubflc Other. (deterlbe) Public Other (dIterIbe) on-.iIe ~tmmlentl _ Type
BectrlcltY fg! 0 - Water I>.?J D Street ASPHALT
Gas n n NONE Sanitary Sewer LXi I -I Alfey NONE
fEMA Soeclal Flood Hazard Area n Yes IX} No FEMA Flood Zone C FEMA Map II 4203590002B
Are ttJe utilities and off-site improvements TYPical for the maJ1tet area? I5<'J Yes f ] No n No describe
Are there any adverse site conOmons Dr extemal1actors (easements encroachments, environmental conditions land uses etc.)? rJ Yes ['gI No n Yas describe
There are no aODarent adwrse env;rqnmental conditions observed uoon insoection of the imorcv@ments tf'te site or in the immediate viCinity of the
subject prOberty, There_~re no apparent adverse easement encJ;.05!chments. or other adverse conditions on thi~s,i1e.
p\lbUe Prtnte
~ 0
n r 1
FEMA Man Date 4/15/1977
f~-:{Ic}1;e.~~,?;..Gtl~I~11On~ :;: i~ :; ~"::' :;;s~;~\~~!it~iFOtiIfdlttOft:t::-->':):;\'...~ 7 .~" Ektettor Delcrlptlon '::"1"::\;"" matlrtUa/condlllOn Intertor ~ " ': r.~~': matetlall/OOndItIOn
Unns r><1 One 0 One with Accessory Unit 1 Concrete Slab 0 Crawl Space Foundation Walls CONCBLCK/AVG Floors CPTNIN/AVG
tI of Stories ~ 2 ~ Fun Basement [] Partlal Basemtnt Exterior Walls BRICK/AVG Walls ORYWAlUAVG
TYDC r 1 Del. r ~I An. D<1 S-Det./!;nd Unit Basement Area 600 sQ.ft. Roof $ur1ace SHtNGlES/AVG Tfim/Fintsh WQOD/AVG
~.!&~D Proposed r ! Undo.r Const Basement Finish 0 'Guners & Down-!eou1s ALUMINUM/AVG Bath Roor VI NUCTJAVG
Design ($tyIa) 2STYIEOR__..__ 0 Outside Entrv/EXn U SUIllIl Pump Wl/ldo'tY Type DBL HUNGlAVG Bath Wainscot FIBERGLASS/AVG
Year Buin 1987 Evidonce 01 r")lnfestation Storm Sas!VInsulated NOIYES/AVG Car Storaae f j None
Etfecdve Age (Yrs) 10 ~ Oamoness 0 S~tlement Screens YES/AVa IZl Driveway :# of Cars 2
Attic I I None HeaooQ I I fWA Il J HW88 1/ ! Radiant Amenities l J WoodslOve{s) # Driveway Surface ASPHAl T
If] Drop St~ir 1'.'1 Stairs ] OUler EBB/HP I fuel ELECTRIC n F!replace(sl # 0 tenc!! J Garaoe II CJf Cars
o Floor C8] Scuttle Coofing r 1 Central AI! Conditioning ] PatiolOeck LXI Porch ENe PCH 1 Caman "It of Cars
o finishod LJ Healed _J Jntflvidual iD Other [l Pool 0 otner ] Art. 0 Det. n Built-In
I Apptlances 0 Refriqemor fj Range/Oven 0 Dishwasher 0 Disposal LJ Microwaw 0 WasherlDrver 0 Other describe}
Anished area ~ QrJc!e contains: 4 Rooms 2 Bedrooms 1.5 Batl1(s) 1.200 Square Feet of Gross Living Area Above GradL_
~ Addiftonal features (special enerQV eft~~t items, etc,). ~nclo$ed DOrch
Descn'be the condition of the DrOpenv Oncluding needed repaifs, deterloration,lenovations, remodelirnt 'etc,),
deslan and refteet ave.r..l!ge maintenance.
These im~rovemenls are of Citveraae au1lli!YJul~
......'
~.~re any phY$ical deficiencies or adverse conditions that aNect the Iivabllify. soundness. Of structural IntegritY. of the property?
No phvsical deflcien~es or adverse conditions we~ observed,
DYes _ [8J No If Yes, describe
Does the PfODe[!y generally cOOtorm to the ~!>Ofhood {/unctional utilily. style, c~ition. use. construction etc.l? I>-;J Yes r 1 No If No describe
ND unusual functional obsol~~~nce or extemallnacleoul!,cjes were observed. Utllltv (:If ~~~r plan is typical for a hOl.!se of this aoe and stvle and
$hould receive averane acceptance in the market olace.
Freddie Mac fOflTl 70 MarCh 2005
Page 1 of S
Fannie Mae Form 1004 March 2005
Form 1004 - "TOTAL tor WifldoWs. appraisal software by a la mode. inc. -1.800.ALAMODf
RPR-11-2006 rUE 01:28PM 10:
PAGE: 3
I
I
.",
:x + (6-98)
'*
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
1
All property jointly-owned with right of survivolShip must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
Pursell Associates Brokerage Account 7721-0246, See attached
VALUE AT DATE
OF DEATH
95,649.21
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheels of the same size)
95,649
+pj'J~~~~.
Financial Consultants
April 10, 2006
Joanne Casey and Mary Anne Williams
c/o Attorney John Eakin
Market Square Building
Mechanicsburg, P A 17055
Dear Ms. Casey and Ms. Williams:
Per your request, I am providing the values of the assets which were held in the account of Grace
L. Bohn, as of December 30, 2005.
12/30/05 12/30/05 12/30/05
QTY DESCRIPTION HIGH LOW MEAN VALUE
16 Agere Systems Inc 12.97 12.76 12.865 205.84
1574 AT & T Inc 24.55 24.28 24.415 33,707.21
844 Bellsouth Corp 27.25 27.01 27.13 22,897.72
612 Lucent Technologies Inc 2.69 2.60 2.645 1,618.74
664 Qwest Communications 5.6716 5.59 5.6308 3,738.85
664 Verizon Communications 30.24 30.00 30.12 19,999.68
470 V odafone Group ADR 21.57 21.37 21.47 10,090.90
3390.27 Cash 1.00 1.00 1.00 3,390.27
Total Approximate account value as of December 30,2006 95,649.21
Should you require any additional information, please feel free to contact me at 717-243-0619
Sincerely,
~c6.P~
Richard B. Purseel, President
Pursell Associates, Inc.
RBP/bjm
The above summary of prices/quotes/statistics has been obtained from sources believed to be reliable, but is not necessarily
complete and cannot be guaranteed. Prices may not reflect the calue at which securities could be sold. This summary is for
informational purposes only. Past results do not indicate future performance. This is not a substitute for Verification of Deposit
(or similar form) or the official statement of account holdings at the firm
205 York Road · Carlisle, PA 17013 · (717) 243-0619 · 1-866-443-0619 . Fax (717) 243-3216
Securities products offered through Wachovia Securities Financial Network, LLC, (WSFN), Member NASD/SIPC
Pusell Associates is a separate entity from WSFN
REV-15~0 EX + (0.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Bohn Grace
L.
FILE NUMBER
21 06
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
0013
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
183.30
AT&T Refund
2.
M& T Bank Checking Account # 16299949 , See attached
4,058.14
3.
M&T Bank Savings Account # 15004211803314, See attached
21,230.40
4.
Thornwald Home - Resident Refund
223.76
5.
Medco - Refund
257.64
6.
Furniture and Personal Property - Appraised Value
1,343.00
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed. insert additional sheets of the same size)
27.296.24
04/05/2005 08:50
302-934-2135
M AND T BANK RECORDS
PAGE 02/03
499 Mitchell Road
MiJlsboro, DE 19966
Mail code DE.MB-12
Phone: SS8-502-4349
Fax: 302-934-2955
I r! M&fBank l
F~
To:
Barry
Mechanicsburg Office
From: Nancy Clagett
Fax: 7] 7-691-3197
Date: April 5, 2006
Re:
Estate of: Grace L Bohn
Social Security: 1 92.. 14-t554 I
Date of Death: December 30, 2005 Pages:
Dear Sir C1r Madam:
Per YOW' Inquiry received April 4, 2006, please be advised that at the time of death, the above-named decedent had
on deposit with this bank the following:
1.
Type of Account
Checking Account
Account Number
16299949
Ownership (Names oj)
Grace L Bolm III
Faye B Herman, POA *
Opening Dare
08128/64 Closed01/19/06
Balance on Date of Death
$4,057.97
Accrned Intm-est
Total
$ 0.17
$4,058. J 4
2.
Type of AccoW'tl
Savings Account
AccOWlt Number
/50042118033/4
Ownership (Names oj)
GraaeL Bohn *
Faye B Henn~ POA ~
Opening Date
01/11105 Closed 01/19/06
Balance on Date of Death
$21,206.14
Accrued Interest
$ 24.26
Total
$21.230.40
* The Branch handles all questions regarding ownership.
--r1.....__.._ ___ .1:'__ ._____ _......:--!- --L_..J --_!- . .. ...,..
FEB-06-86 03:0Q PM FRANKPQTTEIGER
Frank POUt:igcr
269 N Middr~sex Rd
Carli sIc, Pa J 70 13
(717)243..1388
John Eakin
Market Square Building
Mec.h Pu 17055
Appra'sal for 57 Ashford Dr., Enola,
Living room;
CO u{' h
cherry stand
coffee table
boukcase
rocker
pictures & laJnps
3 I~g stand
maga.l.inc sland
kitchen & dining roorn:
bookcase
sllvt:f\Vare chest
refrigerator
cabinet
dishs & mise
bascrnent:
wa~h~r & dT~ver
metal sh~lvlng
nllSC
u~tajrs:
cheval nljrror
s\\'ecper
sloragc stool
slngJe beds
J drawer chest
porch.
it I 0 crock
\\1ckcr furniture.;;
$4:'.00
45.00
20.00
280.00
15.00
20.00
8.00
15.00
75.00
25.00
125.00
40.00
85,00
125.00
15.00
65.00
35.00
20.00
5.00
100.00
75.00
20.00
85.00
Total Appraisal:
$1343.00
Fe:e Due: $65.00
thank-you'
FEB-6-2006 MON 01:51PM 1D:
7 1 7 24 :3 1 3 :::: ::::
February 6,1006
F'.()!
PAGE: 1
REV-1511 EX + (12-99)
*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
ESTATE OF
Bohn
Grace
L.
Debts of decedent must be reported on Schedule I.
21
06
0013
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Faye B. Herman - Reimbursement for unpaid balance of prepaid funeral bill 350.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address
City State Zip
Year(s) Commission Paid:
2. Attorney Fees John M. Eakin 7,500.00
3. Family Exemption: (If decedenfs address is not the same as c1aimanfs, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees Letters Testamentary 371.00
5. Accountanfs Fees
6. Tax Return Preparer's Fees
7. The Sentinel- Estate Notice- Estate Notice 173.33
8. The Cumberland Law Journal - Estate Notice 75.00
9. Central Penn Appraisals- Real Estate Appraisal 300.00
10. Frank Potteiger - Personal Property Appraisal 65.00
11. H&R Block - Tax Preperation 277.00
12. Register of Wills - Filing Fee 15.00
13. Register of Wills - Filing of Account 230.00
TOTAL (Also enter on line 9, Recapitulation) $ 9,356.33
(If more space is needed. insert additional sheets of the same size)
REV-15't2 EX + (6-98)
-.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Bohn Grace
L.
FILE NUMBER
21 06
0013
Include un reimbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1. PharmAmerica - Pharmacy
VALUE AT DATE
OF DEATH
322.05
2. East Pennsboro - Sewer Bill
230.00
3. Pa American Water - Water Bill
79.95
4. PP&L Electric
164.73
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed. insert additional sheets of the same size)
796.73
. REV-1513EX:(I.s7) '*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF
Bohn Gr;:Jc~ L.
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
See Attachment Page(s)
FILE NUMBER
21 06
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
0013
AMOUNT OR SHARE
OF ESTATE
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
[I. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
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)
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
Bohn Grace L.
21
06
0013
PaQe 1
Schedule J - Beneficiaries - 1
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS (include outright spousal distributions) ?peun<., f,e'I&.ii~.~ I, OQJ3..J3 ~
1. Faye B. Herman Sister 150/0 of Residue'
55 Ashford Drive
Enola, PA 17025
2. Joanne Casey Niece 15.357% of Residue
16700 Dougherty Avenue
Laurel, MD 20707
3. Donna Sue Bird Niece 15.357% of Residue
102 Teal Court Covecreek Club
Steven sville , MD 21666
4. Mary Anne Williams Niece 7.857% of Residue
8306 Beaver Court PO Box 774
Chestertown, MD 21620
5. Janet Price Niece 7.857% of Residue
10423 Trail Ridge Ct.
Houston, Texas 777064
6. David H. Mitchell Nephew 12.857% of Residue
124 West Phil-ellena
Philadelphia, PA 19119
7. Ellen Mitchell Niece 12.857% of Residue
5932 Pulaski Avenue
Philadelphia, PA 19144
8. William Mitchell Nephew
203 Prince Street 12.857%> of Residue
Shippensburg, PA 17257
(.''0 .
T
- ~,-- ........,.-~~~-....._~..._~"'"
1!la:(ft 'JjlllUI altO 'Qftstmtttttt
OF
GIUCE L. nOUN
1, Gl{ACE L. nOUN, of the East Pennsboro Township, Cumberland County,
Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby
make, publish and declare this Iny Last Will and Testalnent, hereby revoking and making
void any and all Wills by Ine at any titne heretofore Inade..
I.
I direct the paYlnent of all my just debts and funeral expenses as soon after my
decease as the same can conveniently be done.
2.
I direct that there shall be paid out of my residuary estate all estate, inheritance and
like taxes together with any interest or penalty thereon imposed by the Government of
the United States, or any state or territory thereof, or by any foreign government or
political subdivision thereof, in respect to all property required to be included in my
gross estate for estate, inheritance or like tax purposes by any of such goverrunents,
whether the property passes Wlder this will or otherwise.
3.
I give, devise and bequeath my real estate at 57 Ashford Drive, Enola,
Pennsylvania, together with the household furnishings therein, to my sister, FA. YE B.
HERMAN, absolutely and in fee sitnple if she survives me, but in the event she
predeceases me the gift shall not lapse but go instead to her two daughters, MARY
- 1 -
., - - -.. I
, 1
. j
, J' J
.~._~"""~.'..o....J._ --""------"~~.,~.-::_:.."f.~~~~1'~i.-'.'"'''~..~':....,,~...,. ....
ANNE WILLIAMS and JANET PRICE, in equal shares as tenants in common.
4.
All the rest, residue and remainder my estate, real, personal and mixed, and
wheresoever situate, 1 give, devise and bequeath as follows:
A.) Fifty-Five (55%) percent of the residue to my following
nieces and nephews in equal shares as a class, to wit, JOANNE
CASEY, DONNA SUE BIRD, MARY ANNE WILLIAMS,
JANET PRICE, DAVID H. MITCHELL, ELLEN L.
MITCHELL and WILLIAM M. MITCHELL. In the event a
Inelnber of the class predeceases Ine, his or her share shall lapse and
be divided equally alTIOng the Inembers of the class who survive me.
B.) Forty-Five (45%) percent of the residue shall be
distributed as follows:
1.) In the event my sisters, FAYE B.
HERMAN and JEAN B. MITCHELL, survive me, I
give and bequeath. one-half (~) thereof to my sister,
JEAN B. MITCHELL, and one-fourth (1/4) to
JOANNE CASEY and one-fourth (1/4) to DONNA
SUE BIRD.
2.) In the event my sister, FAYE B.
HERMAN predeceases me and my sister, JEAN B.
MITCHELL, survives me, I give and bequeath one-
third (1/3) thereof to JEAN B. MITCHELL, one-sixth
(1/6) to JOANNE CASEY, one-sixth (1/6) to
DONNA SUE BIRD, one-,sixth (1/6) to MARY ,::
-2-
~~:'::""':'_-'''''' ..........:4--"'~ .--..;...:......1tl....i.~_ --"",-"~,-___
~~~*~:..~7i"',:~k~',~'i;.',.'""~>" ,."
. . .~ .~ ~ , 1
J ]...m.... ~.~
ANNE WILLIAMS, one-sixth (1/6) to JANET
~~.t..-~"~ t:~ t I
PRICE.
3.) In the event Iny sister, FAYE B.
HERMAN, survives Ine and Iny sister, JEAN B.
MITCIIELL, predeceases me, I give, devise and
bequeath one-third (1/3) thereof to FAYE B.
lIEI~MAN, one-sixth (1/6) to JOANNE CASEY,
one-sixth (1/6) to DONNA SUE BIRD, one-ninth
(1/9) to DAVID H. MITCHELL, one-ninth (1/9) to
ELLEN L. MITCHELL and one-ninth (1/9) to
WILLIAM M. MITCHELL.
4.) Ifmy sisters, FAYE B. HERMAN and
JEAN B. MITCHELL, both predecease me, I give
and bequeath one-sixth (1/6) thereof to JOANNE
CASEY, one-sixth (1/6) to DONNA SUE BIRD,
one-sixth (1/6) to'MARY ANNE WILLIAMS, one-
sixth (1/6) to JANET PRICE one-ninth (1/9) to
DAVID H. MITCHELL, one-ninth (1/9) to ELLEN
L. MITCHELL and one-ninth (1/9) to WILLIAM M.
MITCHELL.
5.
Lastly, I nominate, constitute and appoint my niece, JOANNE CASEY, of
Laurel, Maryland, to be Executrix of this my Last Will and Testament. In the event she
should for any reason be unable to act as such, I nominate my niece, MARY ANNE
WILLIAMS, to be the Executrix in her place and I further direct that no bond or other
- 3 -
. : . . .,,' ("'.
,:. ..-.,i,,,:~ to;] ~". '.
~,~t::~t;'i.:J.~:.l.'_~"""'':'_('''~~_' __~'_-'-"__'~.___'_.
mjPpersonal representative to guarantee faithful performance of
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
of January, 2000.
~~ay
..:L__ - ~ ~
lJrace L. Hohn
(SEAL)
Signed, sealed, published and declared by the above named GRACE L. BORN ":"i';.Jf~
as ~d for his Last Will and Testalnent, in the presence of us who have subscribed our
naInes hereto as witnesses, at her request, in her presence and in the presence of each
other.
-4-
. ',~
If.. '"
FIRST CODICIL TO THE
LAST WILL AND TESTAMENT
OF
GRACE L. BOHN
I, GRACE L. BOHN, of the East Pennsboro Township, Cumberland
County, Pennsylvania, being of sound and disposing mind., memory and
understanding, do hereby make, publish and declare this first codicil to my
Last Will and Testament, dated January 6, 2000,
1.
I revoke paragraph 5 of the said will.
2.
I nominate, constitute and appoint my niece, JOANNE CASEY, and
my niece, MARY ANNE WilliAMS, to be the Executrices of this my Last
Will and Testament. In the event either should, for any reason, be unable or
unwilling to act as such, the other shall be the sole Executrix, and I further
direct that no bond or other security be required of either personal
representative to guarantee faithful performance of her duties.
3.
All provisions of my will not specifically changed hereby shall remain in
,
.
-:-::~'l'~l~~",:-.:"".",""""n"~.~~~f'.;.~..,.;:....."""",/""....,tl~If"""',-,..,..-~~"'.~fill1ll..~~.#'l~~'t'fI<v."'r.
full force and effect.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this (J-
~
day of 2002.
":'''''''''~tIor~""""""".............~~~_...."._,.._-....,.....,~._'-t,.
..~ ~(SEAL)
Grace L. Sohn
Signed, sealed, published and declared by the above named GRACE
L. BOHN as and for the first codicil to her Last Will and Testament, in the
presence of us who have subscribed our names hereto as witnesses, at her
request, in her presence and in the presenc
}n ~