HomeMy WebLinkAbout05-17-06
OFFICIAL USE ONL Y
REV.1500 EX + (6-00)
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
-
FILE NUMBER
21 06
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
0087
NUMBER
DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
Wagner, Betty C.
DATE OF DEATH (MM-DD-YEAR)
182-22-5274
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THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
DATE OF BIRTH (MM-DD-YEAR)
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
10-18-1926
01-24-2006
(IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL)
o 3. Remainder Return (date of death prior to 12-13-B2)
o 5. Federal Estate Tax Return Required
1 8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
o
o
o
o
2. Supplemental Return
[!] 1. Original Return
04. limited Estate
[!] 6. Decedent Died Testate (Attach
copy of WII)
o 9. litigation Proceeds Received
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4a. Future Interest Compromise (date of death after
12-12-B2)
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)
COMPLETE MAlllNG ADDRESS
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NAME
James D. Bogar
FIRM NAME (If applicable)
Bogar & Hipp Law Offices
TELEPHONE NUMBER
717-737-8761
One West Main Street
Shiremanstown, PA 17011
(1) 144,000.00 OFFICIAL USE ONL Y
(2) None
(3) None
(4) None
(5) 123,121.72
(6) None
(7) 15,998.69
(8) 2~3,120.41
(9) 26,744.02
(10) 1,011.04
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L) 0 Separate Billing Requested
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
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10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
27,755.06
255,365.35
3,000.00
252,365.35
(11 )
11. Total Deductions (total Lines 9 & 10)
(12)
12. Net Value of Estate (Line 8 minus Line 11)
(13)
13. Charitable and Governmental Bequests/Sec 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)
(14)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
0.00
15. Amount of Line 14 taxable at the spousal tax rate, 0.00 x .00 (15)
or transfers under Sec. 9116(a)(1.2)
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0 .045 (16)
i= 16. Amount of Line 14 taxable at lineal rate 0.00 x
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c.. 17. Amount of Line 14 taxable at sibling rate 0.00 x .12 (17)
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0
u 18. Amount of Line 14 taxable at collateral rate 252,365.35 x .15 (18)
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... 19. Tax Due (19)
0.00
0.00
37,854.80
37,854.80
Form REV-1500 EX (Rev. 6-00:
Copyright 2002 form software only The Lackner Group, Inc.
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Decedent's Complete Address:
STREET ADDRESS
2900 Morningside Drive
CITY Camp Hill
I STATE PA
IZIP 17011
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
35,881.50
1,888.50
Total Credits (A + 8 + C)
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty (0 + 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.
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
Make Check Payable to: REGISTER OF WILLS, AGENT
(1 )
37,854.80
(2)
37,770.00
(3)
(4)
(5) 84.80
(5A)
(58) 84.80
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "XU IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred;.................................................................................. D ~
b. retain the right to designate who shall use the property transferred or its income;.................................... D ~
c. retain a reversionary interest; or.................................................................................................................. D ~
d. receive the promise for life of either payments, benefits or care?.............................................................. D ~
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?.. ........ .............. ............. ......... .................... ............. ......... ........... ....... ............. 0 ~
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... D ~
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation?...................................................................................................................... ~ D
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Jnder 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
::omplete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
ADDRESS DATE
One West Main Street
Shiremanstown, PA 17011
ADDRESS
~
326 Glendale Drive
Shiremanstown, PA 17011
ADDRESS
One West Main Street
Shiremanstown, PA 17011
5/; 7/0 (p
DATE
5 j; 7 /0 ~,
DATE
sln/olf
For dates of death on 0 afte 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% [ .S. 39116 (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. 39116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure
:If 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. 39116 (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. 39116 (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. 39116 (a) (1.3)]. A sibling is
jefined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
---1
REV-485 EX (05-04)
SAFE DEPOSIT
BOX INVENTORY
PA Department of Revenue
Social Security or Death Certificate Number
48500041046
1 82 2 2 52
Date of Death
01 242
006
PLEASE USE ORIGINAL FORM ONLY
County Code Year File Number
2 0 6 0 0.87
Decedent's Last Name
Suffix
First Name
MI
BE TT Y
C
ADDRESS OF DECEDENT STREET: CITY: STATE:
2900 Morningside Drive Camp Hill, PA
NAME AND ADDRESS OF PERSON REQUESTING THE OPENING OF THE SAFE DEPOSIT BOX
NAME: James D. Bogar, Esquire
STREET ADDRESS: CITY: STATE:
One West Main Street Shiremanstown PA
, NAME, ADDRESS AND RELATIONSHIP (IF ANY) TO DECEDENT, OF PERSON(S) PRESENT AT THE BOX OPENING
a. NAME: RELATIONSHIP:
James D. Bogar, Esquire Co-Executor
STREET ADDRESS: CITY:
One West Main Street Shiremanstown '
b. NAME: RELATIONSHIP:
Geneva R. Nauman Co-Executor
ZIP CODE:
17011
ZIP CODE:
17011
STREET ADDRESS:
CITY:
STATE: ZIP CODE:
PA 17011
STATE: ZIP CODE:
PA 17011
STATE: ZIP CODE:
STREET ADDRESS:
326 Glendale Drive
c. NAME:
CITY:
Shiremanstown
RELATIONSHIP:
NAME AND ADDRESS OF FINANCIAL INSTITUTION WHERE THE SAFE DEPOSIT BOX IS LOCATED
NAME:
PNC Bank
STREET ADDRESS:
5288 Simpson Ferry Road
. NAME OF PERSON MAKING LAST ENTRY
Ore"
DATE OF CONTRACT TO RENT BOX
S ll'll
NAME AND ADDRESS OF PERSON(S) HAVING ACCESS TO BOX
a. NAME:
CITY: STATE: ZIP CODE:
Mechanicsburg PA 17055
DATE AND TIME OF LAST ENTRY
14l".~j oS"
WHICH BOX IS REQUESTED
C.
Q,~~l-9-tU(.~
STREET ADDRESS:
"3.2/.? (bL~L~
STATE:
b. NAME:
STREET ADDRESS:
ZIP CODE:
"1(:;1(.\
CITY:
STATE:
ZIP CODE:
WAS A WILL IN THE BOX? 0 YES ~ NO
b. Name and address of personal representative, if named in the will
NAME:
STREET ADDRESS:
CITY:
STATE:
ZIP CODE:
c. Name and address of attorney, if any
NAME:
STREET ADDRESS:
CITY:
STATE:
ZIP CODE:
L
48500041046
48500041046
-.J
REV-485 EX
SAFE DEPOSIT BOX INVENTORY
'--Q~C
UI
INSTRUCTIONS
(1) Cash: Report total only.
(2) Stocks: List in detail every common or preferred certificate, warrant or other rights found in box. Stocks are to be designated by
name of company, certificate number, date of certificate, name in which stock is registered, and number of shares and class of stock.
(3) Obligations of U.S. Government: Number of items, date of issue, face value, names in which registered and type of ownership,
i.e., jointly held, payable on death, etc.
(4) Bonds: Designate by name, amount, serial number, or other designation. (Bearer Bonds)
(5) Bank and Savings and Loan Passbooks: State name of depositor, number of book, last date appearing in book, name of bank
and branch, and balance.
(6) Jewelry, Coins, Stamps, Manuscripts, etc: List and describe as fully as possible.
(7) Deeds, Mortgages, Current Insurance Policies or other evidences of indebtedness: List and describe as fully as possible.
(8) All other contents.
(9) Return completed form to: DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
ITEM ITEM DESCRIPTION
NO.
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I CERTIFY UNDER PENALTY OF PERJURY THAT THE ABOVE RECORD IS PERSON RECEIVING COpy OF
CORRECT ~ COMPLETE TO THE BEST OF MY KNOWLEDGE AND BELIEF. SAFE DGPOSIT BOX INVENTORY:
SIGN7~ / / ;,f,L //1A ~ RE 4. ~R~~
'" /I- ~ -- .... ~
'"
PRIf'JT'T':lAME{ ",.. BOgaA.,) EEiquire I PRINT N liME AND CH1:CK APPROPRIfi:i"E BOX BELOW:
James D. Geneva R. Nauman
PRINT TITLE DATE CHECK APPROPRIATE BOX:
Attorney for the Estate of 2/7/06 ~ Executor(trix) o Administrator(trix)
Betty C. Wagner o Estate Representative o Joint owner of safe deposit box
NOTE: Attach additional 8'{," x 11" sheet(s) if necessary or use duplicates of this page of form.
The Department is authorized by law, 42 U.S.C. 3405 (c)(2)(C)(i), to require disclosure of Social Security numbers in connection with administering state tax laws. The Department uses the
Social Security number to identify the decedent and personal representatives of the estate. The Commonwealth may also use the information in exchange of tax information agreements
with Federal and local taxing authorities, The state law prohibits the Commonwealth's personnel from disclosing confidential tax information except for official purposes,
Rev-1502 EX+ (6-98)
.
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Wagner, Betty C.
FILE NUMBER
21-06-0087
All real property owned solely or as a tenant In common must be reported,at fair rnar1<et value. Fair market value is defined as the price at which property would be
exchanged between a willing buyer and a willing seller, nerther 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 DESCRIPTION
1 Real Estate - All that certain piece or parcel of real estate having erected thereon a
dwelling house known and numbered as 2900 Morningside Drive, Camp Hill,
Pennsylvania. The property was acquired by Alfred W. Wagner, Jr. and Betty J.
Wagner, alkla Betty C. Wagner, husband and wife, by deed dated July 29,1955 and
recorded July 29,1955 in the Cumberland County Recorder of Deeds Office, a copy
of said Deed being attached hereto and incorporated herein. The said Alfred W.
Wagner died December December 7,1967, whereupon fill and complete title to the
real estate became vested solely in Betty C. Wagner. The above-described real
estate was transferred to Geneva R. Nauman, residuary beneficiary of the Estate of
Betty C. Wagner, and her husband, Marlin E. Nauman. A copy of said deed of
conveyance is attached hereto. Date of death value is listed on the attached
appraisal.
VALUE AT DATE
OF DEATH
144.000.00
TOTAL (Also enter on Line 1, Recapitulation)
144.000.00
(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 A (Rev. 6-98)
~oOKf 16 PAGE346
<itqill 1llcrb,
2flRCtD2 t~2 j2 9":ct day of July, in the year of our
Lord one thousand nine hundred and fifty-five,
~2tfn2en CLAYTON RUSS and EMMA E. RUSS, his wife, of the Township
of Lower Allen, County of Cumberland and State'of Pennsylvania, part-
ies of the first part, Grantors,
AND
ALFRED W. WAGNER, JR. , and BETTY J. WAGNER, his wife, of tile
Borough of Marysville, County of Perry and State aforesaid, parties
of the second part, Grantees,
~itU2S!\2tl1, that in consideration of Thirteen Thousand Three Hundred and
Seventy-five ($13,375.00) , Dollars;
in hand paid, the receipt whereof is hereby acknowledged; the Grantor s do
hereby grant and convey to the said Grantee s, their Heirs and Assigns,
e.U that certain lot or piece of.land situete in Lower Allen Town-
ship, Cumberland County, Pennsylvania, bounded and described as fol-
lows, to wi t:
BEGINNING at an iron pin, said pin being 1155 feet from the
northeast corner of Thirty-second Street and Morningside Drive;
thence eastwardly along the northern side of Morningside Drive, 60
feet to an iron pin; thence northwardly along the line of property
of Paul L. Cressman, Jr., and Thelma M. Cressman, his wife, and oth-
er8, 150 feet to an iron pin; thenc~ westwardly along the line of
property of the Pennsylvania Railroad, 60 feet to an iron pin; thence
southwardly along the line of property of William H. Greham and Thelma
G.' Graham, his wife, 150 feet to an iron pin, the place of beginning:.
Improved by a one story brick dwelling house.
BEING the same property which Paul L. Cressman, Jr. , and Thelma
M. Cressman, his wife', Earl N. Stauffer and Hazel C. StaUffer, his
wife, and Lawrence F. McVitty and Claire C. McVitty, his wife, con-
veyed to Clayton Russ of the above Grantors by deed dated March 3,
J~55, ?~~ recorded in Deed Book 16 "H" 44;
!\no the said Grantors Will vVa'rrant generally,he property hereby conveyed
Jln ~itllCSS ~q~nof, the Grantor s have hereunto set their hands and seals
the day and year first above written. /"~......pL a ....
c:SiBllC~, c:S.eIII.eo IlnD. i9dibmh ) .... . ...Lc; ;/~7~~~~~- .~... .
m 'q' P"""" of (...~~--j)"IAW...............'ffli!J
~1~.?~'k ):m::
<!10mm0l1fu2alt~ of 1l1211U!:lt;!hmutlI
<!1auntt;! of CUMBERLAND
90DrI "PiS PAGE347
I ss.
On this, the
,2 ;t 1L
day of'
July, A. D. 19 55 , before me
the und;ersiJfned officer, personally
Clayton Russ and Emma E. Russ. his wife,
known to me, (or satisfactdrily
proven) to be the person whose name s are subscribed to the within instrument, and
aclcnowledged that they executed the same for the purposes therein contained.
~,iI1/itl12Sll )lll!~2naf, I hereunto set my hand and official seal.
/;;~;i':~[.f:.\ . ~:__~~;~:;:,:::;;,;:;,::,::;:._'m
;;;bf~ ~ ~-f;~! -. --' - _. - - - _n-"'<>'~H;oooi'!!.,~:""..!,l!!'mm
appeared
,,'
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~ ~.2rth'i! <!1erttft;!, that the precise residence of the Grant~
'to ~~ ~, --n1'~ I ".
..:. .. ~ :o..hL...2~uL
..~ .f. . 01.' 7"::-:-;-
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LOWER AUJN
REAL ESTAT::,... I .:
Amount $l~~~~.~..L~~YL 2 -g 1955
MRMERS TRUST em/lrANY
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() (Xl' iI) OF ~E
RECORDED.OFFICE
CliRI\- OF' COUR!TS7&
RECQR[)(ir arouos- .'.
II.' 3 ~ 17-'??
<!Iamml1l1fu2IlIt~ of frlel1nllt;!hllUtill \ S5.
<!1mmtt;! af~
Recorded on this ~? z:4' da.y of H
.Recorder's Office of the said County in Deed Book "?
CUM8ERl}.NO couNtY
PENNSYLVANIA
.11. D. 19.s~ in the
Volume /b Pa~e .3~0
Given under my hand and the seal of the said Office, the date above lpritten.
r:::~.~.........Recorder
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2~OB APR 19 Pr11256
Tax Parcel No. 13-23-0551-014
THIS INDENTURE,
MADE THE
j~~day of April, two thousand six (2006)
BETWEEN
GENEVA R. NAUMAN and JAMES D. BOGAR, Co-Exec-
utors of the Last Will and Testament of BETTY
C. WAGNER, late of Lower Allen Township,
Cumberland County, Pennsylvania, and GENEVA
R. NAUMAN, individually, of Shiremanstown,
Cumberland County, Pennsylvania, parties of
the first part,
and
GENEVA R. NAUMAN and MARLIN E. NAUMAN, wife
and husband, of ShiremanstoWD, Cumberland
County, Pennsylvania, parties of the second
part:
WHEREAS, the said Betty C. Wagner by her Last Will and Testament,
duly proved and recorded in the Cumberland County Register of
Wills Office, Pennsylvania, in Docket Book 21-06-0087, Letters
Testamentary being issued on January 30, 2006, provided, in
pertinent part, as follows:
SEVENTH: I devise and bequeath all the restt 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 my friend, GENEVA R. NAUMAN, of 326 Glendale
Drive, ShiremanstoWD, Pennsylvania...
EIGHTH: In addition to all powers granted to them by
law and by other provisions of this Will, I give the fidu-
ciaries acting hereunder the following powers, applicable to
all property, exercisable without court approval and effec-
tive until actual distribution of all property:
(A) To sell at public or private sale, or to lease,
for any period of timet any real or personal property and to
give options for sales, exchanges or leases, for such prices
8 (l"~_! ( r.:~- ;"7~~ Li r~.~ r' ~~ {fl ~f.
- - ,"". -<I: r,.,,_, L L}. I..i;:j
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 trans-
fer of the property and to receive the proceeds of any
disposition of it.. .
TENTH: I nominate and appoint GENEVA R. NAUMAN and
JAMES D. BOGAR, as Co-Executors of this, my Last Will and
Testament ...
NOW THIS INDENTURE WITNESSETH, that the said parties 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 them 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, have granted, bargained,
sold and conveyed, and do 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 situate in Lower Allen
Township, Cumberland County, Pennsylvania, bounded and described
as follows, to wit:
BEGINNING at an iron pin, said pin being 1155 feet from the
northeast corner of Thirty-second Street and Morningside Drive;
thence eastwardly along the northern side of Morningside Drive,
60 feet to an iron pin; thence northwardly along the line of
property now or late of Paul L. Cressman, Jr., and Thelma M.
Cressman, his wife, and others, 150 feet to an iron pin; thence
westwardly along the line of property of the pennsylvania Rail-
road, 60 feet to an iron pin; thence southwardly along the line
of property now or late of William H. Graham and Thelma G.
Graham, his wife, 150 feet to an iron pin, the place of
BEGINNING.
HAVING ERECTED THEREON a dwelling house being known and numbered
as 2900 Morningside Drive, Camp Hill, Lower Allen Township,
Pennsylvania.
BEING the same premises which Clayton Russ and Emma E. Russ,
husband and wife, by deed dated July 29, 1955 and recorded July
29, 1955 in the Cumberland County Recorder of Deeds Office in
Deed Book "PUt Vol. 16, Page 346, granted and conveyed unto
Alfred W. Wagner, Jr. and Betty J. Wagner, a/k/a Betty C. Wagner,
husband and wife. The said Alfred W. Wagner, Jr. died December
~Qg~ ~f74 PAGE 450
7, 1967, whereupon full and complete title to the within de-
scribed premises became vested absolutely and in fee simple to
Betty J. Wagner, a/k/a Betty C. Wagner. The said Betty C. Wagner
died January 24, 2006.
THE SAID Geneva R. Nauman is intermarried with Marlin E. Nauman.
TOGETHER with all and singular the rights, liberties, privileges,
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 Betty J. Wagner 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 parties of the first part, do 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 parties
of the first part, have not done, committed, or knowingly or
willingly suffered to be done, 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 parties of the first part have
hereunto set their hands and seals the day and year above writ-
ten.
Sealed and Delivered
4~RIJ{~ (SEAL)
GENEVA R. NAUMAN, Co-Executor of
the Estate of Betty C. Wagner
4.PH.vbJ ~--1lr./A4U41c (SEAL)
EVA R. NA ,Indlvldually
(SEAL)
Co-Executor of the
C. Wagner
. .~...~., -.,~ i! I:'..d
BO&~ if;.;i ~ j'P,Gt ':i:0..1L
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND
\--.
On this, thelBday of April, 2006, before me, the undersigned
officer, personally appeared GENEVA R. NAUMAN, individually and
as Co-Executor of the Estate of Betty C. Wagner, and JAMES D.
BOGAR, as Co-Executors of the Estate of Betty C. Wagner, known to
me (or satisfactorily proven) to be the persons described in the
foregoing instrument, and acknowledged that they executed the
same in the capacity therein stated and for the purposes therein
contained.
IN WITNESS WHEREOF, I hereunto set my hand and official
seal.
-v ' f)
.J;) r;>nn U1 (;t.
W~toV(l
N TA1AC'SEAF'" .
BONNIE L WlLLlAMS, NOTARYPUBUC
SHIREMANSTOWN BORO., CUMBERLAND co.
MY COMMISSION EXPIRES APRIL 18, 2009
Notary Public
My Commission
CERTIFICATE OF RESIDENCE
I do hereby certify that the precise residence and complete
post office address of the within named grantees is 326 Glendale
Drive, Shiremanstown, PA 17011
~ lJ8 2006
PLEASE RETURN TO:
James D. Bogar, Esquire
One West Main Street
Shiremanstown, PA 17011
j
BOO,~ 274 PArE
A c:......
-xu~
APPRAISAL OF REAL PROPERTY
LOCATED AT:
2900 Morni.ngside Dr
Deed Book 16 Page 346
Camp Bi11, PA 1'7011
FOR:
James D. Bogar, Esq. (Co-executor)
One Main Street
Shir1ll8nstown, Pennsyl.vani.a 17011
AS OF:
January 24, 2006
BY:
Gary R. Sebol t, CREA
120 Wedgewood Circle
Etters,Pennsylvania 17319
Fnrm GA 1 _ 'WinTOT AL' appraisal softWare by a la mode, inc. _1-800-ALAMOOE
Gary R. Sebolt
11"118 1\10. :"uzuou III t"3ae 1111
The purpose of this summary aporalsal report is fo provide the lender/client wtth an accurate, and adequately supoorted, oolnlon 01 the market value of the sublect oroperty.
Property Address 2900 Mornincrside Dr Citv Camo Hill State PA Zin Code 17011
Borrower Estate of Bettv C. Wacmer (Deceased) Owner of Public Record Estate of Bett'" C. Wanner County Cumberland
Legal Description Deed Book 16 Paaa 346
Assessor's Parcel # 13-230-551-014 Tax Year 2005 R.E. Taxes $ 1 600.00
Neighborhood Name Lower Allen Townshin Mao Reference 25420 Census Tract 0110.00
Occuoant (8J Owner o Tenanl o Vacant Special Assessments $ 0.00 o PUD HOA$ o nervear o oer month
.. ProperlY Riohts Aopraised o Fee Simple o Leasehold (8J Other (describel "Estate Pureoses"
Assignment Type o Purchase Transaction (8J Refinance Transaction il Other (describe\ Estate T"Ju........oses because of death.
Lender/Client James D. Boaar Esq. (Co-executor) Address One Main Street Shirmenstown Pennsvlvania 17011
Is Ihe subjecl property currently offered for sale or has it been offered lor sale in the twelve months prior to the effectlve date 01 this appraisal? o Yes (8J No
Report data source(sl used, offerino price(sl, and date(sl. N/A
10 did (8J did not analyze the contract for sale for the subject purchase transaction. Explain the resuits 01 the analysis of the contract for sale or why the analysis was not
1 periormed. N/A
: Contract Price $ N/A Date of Contract N/A Is Ihe orooertv seller the owner of oublic record? 171 Yes 0 No Data Source{s! Deceased 1/24/06
Is there any linanclal assistance ~oan charges, sale concessions, gift or downpayment assistance, etc.) to be paid by any party on behait of the borrower? o Yes o No
. it Yes, reoort the total dollar amount and describe the items to be paid. N/A N/A
Note: Race and the racial composition of the neighborhood are not appraisal factors.
Neighborhood Characteristics One-Unit Housing Trends One-Unit Housing Present Land Use %
Location I 1 Urban (8J Suburban o Rural Prooertv Values 171 increasino o Stable o Declinino PRiCE AGE One-Untt eo %
. Built-Up r J Over 75% (8J 25-75% o Under 25% Demand/Supoly 0 Shortaoe 171 In Balance 0 Over Supplv $ (D00l (vrs) 2-4 Unit 5%
: Growth o Rapid (8J Stable o Slow Marketino Time r l Under 3 mths (8J 3-6 mths r lOver 6 mths 130 Low 40 Multi-Familv 5%
Neiohborhood Boundaries The sub;ect is bound bv RT 581 to the North; RT 83 to the East; 175 Hioh 60 Commercial 5%
~ RT 76 to the South and RT 15 to the West. 144 Pred. 51 Other 5%
Neiohborhood Description The subiect is 10cated in a residential. area amona nronerties of sim.i1ar stvl.e and market a.....noal.
Bomes in the area are occunied and maintained. Al.1 conven.iences are easi1.v accessible to the sub;ect. Schoo1s
shonnino . medical. facil.ities and emolovment are wi.thi.n minutes of the sub-;ect nroruoortv.
Market Conditions (including support for the above conclusions) pronerties of this stvle and area sell wel.l without sel.lers concessions.
Interest Buvdowns are not oreval.ent at this time with conventional. rates under 8%.
Dimensions 60.0 'X 150.0 'X 60.0 'X 150.0' Area _21 Acres Shane Rectan.....nlar View Residential.
Specific Zonino Classification R Residential Zonino OescnDtion 101 Residentia1 1 Fami1v
Zoning Compliance (8J Leoal o Leoal Nonconformino IGrandfathered Use) 0 No Zonino illlleoal (describe)
Is the hiohest and best use of SUbject propertv as Improved (or as proposed per plans and soecificationsl the Dresent use? I:2l Yes Il No if No, descnbe
Utilnles Public Other (describe) Public Other (descnbe) Off-site Imorovemen!s - Tvne Public Private
Electricitv (8J o 200 AMP Water (8J 0 Street A=hal t (8J 0
Gas (8J 0 Sanitary Sewer (8J 0 Allev None 0 0
FEMA Special Flood Hazard Area I I Yes IXI No FEMA Rood Zone C FEMA Mao # 4210160002B FEMA Man Date 9/30/1977
Are the utilities and off-site improvements typical for the market area? (8J Yes o No it No, describe
Are there any adverse site condnions or extemal factors (easements, encroachments, environmental conditions, land uses, etc.)? o Yes I:2l No it Yes, describe
At the time of this aooraisal insoection there were no annarent easements or encroachments. There were no s"'ecial
assessmen ts or sl.ide areas, and the sub;ect is wi.thin the leaal. zonina recrulations of Lower Al.len Townshin.
General Description Foundation .. Exterior Description materials/condition Interior materials/condition
Units 171 One 0 One wtth Accessory Unit o Concrete Slab o Crawl Soace Foundation Walls cc Block/Averane Floors f'nt/Vinul/Av.....
# of Stories 1 1171 Full Basement o Partial Basement Exterior Walls Brick/A1u/Ava Walls Drvwal.l/Paint/Av
Tvne 171 Oet. 0 All. o S-Det.lEnd Untt Basement Area 1 107 sq.lI. Roof Suriace ComnoShinn/Av..... Trim/Finish Wood Natural/Ava
171 Existino r1 Proposed I I Under Const. Basement Finish 0 % Gutters & DownsDouts Aluminium/Aversae Bath Floor Vinvl/Avrr
Desion (Stvle) Ranch/Averaae o Outside Entrv/Exit o Sump Pump Window Tvoe DB/Thermal/Av..... Bath Wainscot Fiberalass/Ava
Year Built 1955 Evidence of r l Infestation None Storm Sash/lnsuiated Insul.ated/Averaae Car Storaoe o None
Effective Age (Yrs) 25 o Dampness o Settlement Screens Screens/Avera.....e (8J Orivewav # of Cars 3
Allie o None Heatino (8J FWA o HWBB II Radiant Amenities rl Woodstove(sl # 0 Drivewav Suriace Asnhal t
l Drop Stair il Stairs lOther I Fuel Oil o Firepiace(s) # 0 o Fence None (8J Garaoe # of Cars 1
o Roor (8J Scuttle Cooiino [X] Central Air Conditionino 171 Patio/Deck CovRe 171 Porch Cov Ft o Carcort # of Cars
o Finished o Heated o Individual 10 Other o Pool None o Other OAti. (8J Oet. o Buiit-in
Appiiances IE] Refrigerator (8J Range/Oven (8J Dishwasher o Disposal IE] Microwave IE] Washer/Dryer o Other (describe)
Finished area above grade contains: 5 Rooms 2 Bedrooms 1.5 Bathls\ 1 107 Snuare Feet of Gross Uvlno Area Above Grade
. Addttlonal features (special enemy efficient items, etc.\. Reolacement windows throuahout. Electrc water heaterin basement cotlUDon to the area.
:
Describe the condition of the property (includino needed repairs, deteriorafion, renovations, remodeling, etc.l. The sub;ect is in averane condition on both I
the i.nteri.or and exterior. The sub;ect has a standard floor Dlan and ameni.ties.
I
Are there anv phvsical deficiencies or adverse conditions that affect the iivabilitv, soundness, or structural Inteoritv of the oropertv? o Yes I:2l No ii Yes, describe
Does the prooertv oenerallv conform to the neighborhood (functionai utiiitv, stvle, condition, use, construction, etc.)? (8J Yes il No If No, describe
Uniform Residential Appraisal Report
File # '0206017
Freddie Mac Form 70 March 2005
Page 1 of 6
Fannie Mae Form 1004 March 2005
Form 1004 - 'WinTOTAL" appraisal software by a la mode, inc. -1-800-ALAMODE
Irlle NU. :'ULUOU I {I race N"JI
AMMENDMENT TO SCOPE OF WORK- The intended users of this re.....ort are the lender/client onl.v and not for anv others. 'l'he
scope of work to como1ete this report used the sales comnari.son to determine fair market value. The reolacement cost
is used onlv on new construction and the income annroach used onlV' when the sub;ect i.s to be a sina1e familv rental.
.
.
.
.
-.-
." . COST APPROACH TO VALUE (not required by Fannie Mae) .
Provide adequate informa~on for tile iender/cllent to replicate the below cost flqures and calcula~ons.
Support for the opinion of site value (summarv of comoarable land sales or other methods for estimatino site value) N/A -.-
ESTIMATED D REPRODUCTION OR n REPLACEMENT COST NEW OPINION OF SITE VALUE u -$
; Source of cost data DWELLING Sq.Ft.@$ -$
Quality rating from cost service Effec~ve date of cost data Sq.Ft.@$ ;$
: Comments on Cost Approach (gross Iivlnq area calcula~ons, depreciation, etc.) -$
Garaoe/Camort Sq.Ft.@$ -$
. T otal Es~mate of Cost-New -$
Less Phvsical I functional I External
Deoreelation I I -$( )!
Deoreciated Cost of Improvements -$ ,
'As-is" Value at S~e Imorovements -$
Estimated Remaining Economic Lne (HUD and VA onlv) Vears INDICATED VALUE BV COST APPROACH -$
INCOME APPROACH TO VALUE (not required by Fannie Mae) J
. Estimated Monthlv Market Rent $ X Gross Rent Multiolier -$ Indicated Value bv Income Approach '
Summary of Income Aooroach Ilncludlno suooort for market rent and GRM\
PROJECT INFORMATION FOR PUDs (If applicable)
Is the developer/bullder in control of the Homeowners' Assoclalion (HOA\? D Ves rl No UnittVOe(s) D Detached o Attached
Provide the followinq information for PUDs ONL V n the developer/builder is in control of the HOA and the subiect property is an attached dweilino unn.
Leoal Name of Proiect
. Total number of phases Total number of units Total number of units sold
Total number of units rented Total number of units for sale Data source 's\
Was the project created bv the conversion of existino buildinois) Into a PUD? nVes o No If Ves. date of conversion.
~ Does the proiect contain any multi-dwelling units? o Ves o No Data Source
Are the units, common elements, and recreation facilities comolete? DVes D No II No, describe the status of completion.
.
Are the common elements leased to or bv the Homeowners' Association? o Ves DNa If Ves, describe the rental terms and options.
Describe common elements and recrealional facUllies.
Uniform Residential Appraisal Report
File # S0206017
Freddie Mac Form 70 March 2005
Page 3 of 6
Fannie Mae Form 1004 March 2005
form 1004 - "WinTOTAL' appraisal software by a la mode, Inc. -1-800-ALAMODE
Itlte 1\10. ~UlUbUl/l Pace #41
Uniform Residential Appraisal Report
File# 80206017
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 deietions 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 and/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.
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 or she considers his or her 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 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 LIMITING CONDITIONS: 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 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, 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 - "WinTOTAL' appraisal software by a la mode, inc. -1-800-ALAMOOE
Irlle No. ~U,UtiUlll paqe 1t~1
Uniform Residential Appraisal Report
File # S0206017
APPRAISER'S CERTIFICATION: 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 pertormed a complete visual inspection of the interior and exterior areas of the subject property. I reported the condition
of the improvements in factual, specific terms. I identified and reported the physical deficiencies that could affect the
livability, soundness, or structural integrity of the property.
3. I pertormed this appraisal in accordance with the requirements of 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.
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 on the land.
g. 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.
10. I verified, from a disinterested source, all information in this report that was provided by parties who have a financial interest in
the sale or financing of the subject property.
f 1. 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 public 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 inspection of the
subject property or that I became aware of during the research involved in pertorming 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 on any other basis prohibited by law.
18. My employment and/or compensation for 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
relied 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 pertormed 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 item in this appraisal report; therefore, any change made to this appraisal is unauthorized and I will take no
responsibility for it.
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 Form 1004 March 2005
Form 1004 - 'WinTOTAL' appraisal software by a la mode, inc. -1-800-ALAMODE
IrIll::: I\lU. C1U.c:::UOU I J I rdut:: ~Ol
Uniform Residential Appraisal Report
File # 50206017
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; govemment sponsored enterprises; other
secondary market participants; data collection or reporting services; professional appraisal organizations; any department,
agency, or instrumentality of the United States; and any state, the District of Columbia, or other jurisdictions; without having to
obtain the appraiser's or supervisory appraiser's (if 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 or distribution by me.
23. The borrower, another lender at the request of the borrower, the mortgagee or its successors and assigns, mortgage
insurers, govemment 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 or negligent misrepresentation(s) contained in this appraisal report may result in civil liability and/or
criminal penalties 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
Signature /
Name Ga~olt,CREA
Company Name Gary R.Sebolt, CREA
Company Address 120 Wedqewood Circle
Etters I Pennsylvania 17319
Telephone Number 717 938-0516
Email Addresssebolts2@epix.net
Date of Signature and Report February 27, 2006
Effective Date of Appraisal January 24 , 2006
State Certification # RL-138950
or State License #
or Other (describe) State #
State PA
Expiration Date of Certification or License 6/30/2007
ADDRESS OF PROPERTY APPRAISED
2900 Morninqside Dr
Camp Hill, PA 17011
APPRAISED VALUE OF SUBJECT PROPERTY $
LENDER/CLIENT
144,000.00
Name Estate of Betty C Wagner (Deceased)
Company Name James D. Boqar t Esq. (Co-executor)
Company Address One Main Street, Shirmenstown, Pennsvlva
Pennsylvania 17011
Email Addressboqar@bOqarlaw.com
SUPERVISORY APPRAISER (ONLY IF REQUIRED)
Signature
Name
Company Name
Company Address
Telephone Number
Email Address
Date of Signature
State Certification #
or State License #
State
Expiration Date of Certification or License
SUBJECT PROPERTY
o Did not inspect subject property
o Did inspect exterior of subject property from street
Date of Inspection
o Did inspect interior and exterior of subject property
Date of Inspection
COMPARABLE SALES
o Did not inspect exterior of comparable sales from street
o Did inspect exterior of comparable sales from street
Date of Inspection
Freddie Mac Form 70 March 2005
Page 6 of 6
Fannie Mae Form 1004 March 2005
Form 1004 - "WinTOTAL' aooraisaJ software by a la mode, inc. -1-BOO.ALAMODE
Subject Photo Page
Borrower/Client
Pro e Address
C'
Lender
Estate of Bett C. Wa
2900 MarDin side Dr
Cam Hill.
James D. Bo ar Es . (Co-executor)
(Deceased)
Coun
Cumber land
Inll::: I'W. i)ULUOU II' race # I
State PA
Zi Code 17011
Subject Front
2g00 Morningside Dr
Sales Price N/A
Gross Living Area 1,107
Total Rooms 5
Total Bedrooms 2
Total Bathrooms 1 . 5
Location Suburban/Avg
View Residential
Site .21 Acres
Quality Brick/Alu/Avg
Age 51 Years
Subject Rear
Subject Street
Form PIC3x5.SR - "WinTOT AL' appraisal software by a la mode. inc. -1-800-ALAMODE
II-lie NO. ~ULUbU1/1 t'aoe jl'jt~1
Building Sketch
Borrower/Client
Property Address
City
Lender
Estate of Betty C. Wagner (Deceased)
2900 Momingside Dr
Camo Hill
James D. Boaar. Esn.fCo-executor\
County Cumbertand
State P A
lio Code 17011
--
16.0'
1 Car 20.0'
Garage
14.0'
Covered Patio 10.0'
41.0'
Kitchen Dining Room Bath Bedroom
Driveway 27.0'
Living Room Bedroom
n_n_nnun__
COy. Ft. Porch! 4.0'
, '
, ,
.-------..------......-...
8.0'
SkelchbyApexlV'"
Comments:
AREA CALCULATIONS SUMMARY LIVING AREA BREAKDOWN
Code Description Size Net Totals Breakdown Subtotals
GLAl First Floor 1107.00 1107.00 First Floor
PIP Covered Rear Patio 140.00 27,0 x 41. 0 1107.00
Covered Front Porch 32,00 172.00
GAR Garage 320.00 320.00
TOTAL LIVABLE (rounded) 1107 1 Calculation Total (rounded) 1107
Form SKT.BldSkl- 'WlnTOTAL" appraisal software by a la mode, inc. -1-800-ALAMOOE
Comparable Photo Page
Irlle NO. ~UlUOU III raae 1F~i
Borrower/Client Estate of Bettv C. Waoner (Deceased)
Property Address 2900 Morninaside Dr
Citv Camp Hi1.I. Countv Cumber land State PA Zio Code 1'7011
lender James D. Boaar Eso. (Co-executor)
3025 Morningside Drive
Comparable 1
ProX. to Subject
Sale Pnce
Gross Living Area
Total Rooms
T olal Bedrooms
T atal Bathrooms
location
View
Stte
Quality
Age
File Photo
viewed on previous
ddve-by.
Not currently listed
for sale.
o . 09 miles SW
144,900
1,120
5
3
1.5
SuburbanJAvg
Residential.fA
.26 Acres
Brick/Alu/Avg
51 Years
Comparable 2
2900 Glenwood Road
Prox. to Subject 0.26 miles S
Sale Pnce 140,000
Gross Living Area 1,518
T atal Rooms 6
Total Bedrooms 4
Tolal Bathrooms 1
Location Suburban/Avg
View Residential/A
Site .31 Acres
Quality Brick/Alu/Avg
Age 46 Years
Rle Photo
viewed on previous
ddve-by.
Not currently listed
for sale.
Comparable 3
55 Center Drive
ProX. to Subject 1.39 miles E
Sale Pnce 138,500
Gross Living Area 1,087
Total Rooms 5
T olal Bedrooms 3
T olal Bathrooms 1. 5
Location Suburban/Avg
View Residantial/A
Stte .25 Acres
Quality Brick/Alu/Avg
Age 50 Years
File Photo
viewed on previous
ddve-by.
Not currently listed
for sale.
Form PIC3x5.CR - "WinTOTAl" appraisal software by a la mode, inc. -1-BOO-ALAMOOE
IFile No. S0206017l Paoe #101
Location Map
Borrower/Client
Pro e Address
Ci
lender
Coun Cumberland
State PA
Zi Code 17011
. Co-executor
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Form MAP.LOC - "WinTOTAl" appraisal softWare by a la mode, inc. -1-BOO-ALAMODE
Irlle No. 5U2UOU1/1 paoe #111
MULTI-PURPOSE SUPPLEMENTAL ADDENDUM
FOR FEDERALLY RELATED TRANSACTIONS
Gary R. Sebon
Borrower/Client
Pro e Address
C'
Lender
Estate of Bett C. Wa
2900 Mornin side Dr
Cam Hill
James D. So ar Es . (Co-executor)
(Deceased)
Coun
Cumber land
State PA
Zi Code 17011
This Multi-Purpose Supplemental Addendnm for Federally Related Transactions was designed to provide the appraiser wrth a convenient way to comply wrth the current
appraisal standards and requirements of the Federal Deposrt Insurance Corpora~on (FDIC), the Office of the Comptroller of Currency (DCC), The Office of Thnft
Supervision (OTS), the Resol~on Trust Corporation (RTC), and the Federal Reserve.
This Multi-Purpose Supplemental Addendum is lor use with any appraisal. Only those
statements which have been checked by the appraiser apply to the property being appraised.
0 PURPOSE & FUNCTION OF APPRAISAL
The purpose of the appraisal is to estimate the market value of the subject property as defined herein. The function of the appraisal is to assist the above-named
Lender in evaluating the subject property for lending purposes. This is a federally related transaction.
0 EXTENT OF APPRAISAL PROCESS
0 The appraisal is based on the information gathered by the appraiser from public records, other identified sources, inspection of the subject property and
neighborhood, and selection of comparable sales within the subjecf market area. The onginal source of the comparables is shown in the Data Source section
of the market gnd along with the source of confirmation, if available. The onginal source is presented first. The sources 'and data are considered reliable.
When conflicting information was provided, the source deemed most reliable has been used. Data believed to be unreliable was not included in the report nor
used as a basis for the value conclusion.
0 The Reproduction Cost is based on Marshall and Swift Cost Handbook
supplemented by the appraiser's knowledge of the local market.
0 Physical depreciation is based on the estimated effective age of the subjecf property. Functional and/or external depreciation, if present, is specifically
addressed in the appraisal report or other addenda. In estimating the site value, the appraiser has relied on personal knowledge of the local market. This
knowledge is based on pnor and/or current analysis of site sales and/or abstraction of site values from sales of improved properties.
0 The subject property is located in an area of pnmarily owner-occupied single family residences and the Income Approach is not considered to be meaningful.
For this reason, the Income Approach was not used.
D The Estimated Market Rent and Gross Rent Multiplier utilized in the Income Approach are based on the appraiser's knowledge of the subject markef area.
The rental knowledge is based on pnor and/or current rental rate surveys of residential properties. The Gross Rent Multiplier is based on pnor and/or current
analysis of pnces and market rates for residential properties.
D For income producing properties, actual rents, vacancies and expenses have been reported and analyzed. They have been used fo project future rents,
vacancies and expenses.
0 SUBJECT PROPERTY OFFERING INFORMATION
According to Local MLS Listinqs and Public Records the subject property:
o has not been offered for sale in the past D 30 days D f year o 3 years.
D is currently offered for sale for $
D ~ for sale within the past D 30 days D 1 year D 3 years for $
D Offenng information was considered in the final reconciliation of value.
D Offenng information was not considered in the final reconciliation of value.
D Offenng information was not available. The reasons for unavailabilrty and the steps taken by the appraiser are explained later In this addendum.
0 SALES HISTORY OF SUBJECT PROPERTY
According fo Local MLS Listings and Public Records the subject property:
0 Has not transferred o in the past twelve months. D in the past thirty-six months. o in the past 5 years.
D Has transferred o in the past twelve months. D in the past thirty-six months. D in the past 5 years.
D All pnor sales which have occurred in the past are listed below and reconciled fa the appraised value, either in the body of the report or in the addenda.
Date Sales Price Document # Seller Buver
0 FEMA FLOOD HAZARD DATA
0 Subject property ~OJLatmI in a FEMA Special Flood Hazard Area.
D Subject property ~ in a FEMA Speciai Rood Hazard Area.
I Zone FEMA Map/Panel # Map Date Name of Community I
C 4210160002B 9/30/1977 Lower Allen Township
D The community does not participate in the National Flood Insurance Program.
0 The communrty does participate in the National Rood Insurance Program.
D n is covered by a rng!!Iar program.
D it is covered by an emergency program.
Page 1 of 2
Form MPA3 - "WinTOTAL" appraisal software by a la mode, inc. -1-800-ALAMODE
It-lie NO. ~U2U50171 Paoe #12
IZI CURRENT SALES CONTRACT
IZI The subject property is currently not under contract.
0 The contract and/or escrow instructions were not availabie for review. The unavailability of the contract is explained iater in the addenda section.
0 The contract and/or escrow instructions were reviewed. The following summanzes the contract
I Contract Date Amendment Date Contract Price Seller I
I I
0 The contract indicated that personal property was not included in the sale.
0 The contract indicated that personal property wgsjtl(;llI!l!ill. n consisted of
0 Estimated contribulory value is $
Personal property was not included in the final value estimate.
0 Personal property ~ In the final value estimate.
0 The contract indicated no financing concessions or other incentives.
0 The contract indicated the following concessions or incentives:
0 If concessions or incentives e~s, the comparables were checked for similar concessions and appropnate adjustments were made, n applicable, so
that the final value conclusion is in compliance with the Market Value defined herein.
IZI MARKET OVERVIEW Include an explanation of current market conditions and trends.
3-9 months is considered a reasonable marketing penod for the subject property based on Local MLS/STEB reports
IZI ADDITIONAL CERTIFICATION
The Appraiser certifies and agrees that
(1) The analyses, opinions and conclusions were developed, and this report was prepared, in confonmity with the Unifonm Standards of Professional
Appralsal Practice ("USPAP"), except that the Departure Provision of the USPAP does not apply.
(2) Their compensation is not contingent upon the reporting of predetenmined value or direction in value that favors the cause of the client, the amount
of the vaiue estimate, the attainment of a stipulated resun, or the occurrence of a subsequent event.
(3) This appraisal assignment was not based on a requested minimum vaiuation, a specific valuation, or the approval of a loan.
IZI ADDITIONAL (ENVIRONMENTAL) LIMITING CONDITIONS
The value estimated is based on the assumption that the property is not negatively affected by the e~stence of hazardous substances or detrimental
environmental conditions unless otherwise stated in this report. The appralser is not an expert in the identification of hazardous substances or detrimental
environmental conditions. The appraiser's routine inspection of and inquines aboul the subject property did not develop any inlonmation that indicated
any apparent significant hazardous substances or detrimental environmental conditions which would affect the property negatively unless otherwise stated
in this report. n is possible that tests and inspections made by a qualified hazardous substance and environmental expert wouid reveal the e~stence of
hazardous substances or detrimental environmental conditions on or around the property that would negatively affect its value.
0 ADDITIONAL COMMENTS
IZI APPRAISER'S SIGNATURE & LICENSE/CERTIFICATION
APpraiser'sSignat~ Effective Date January 24 , 2006 Date Prepared February 27 , 2006
Appraiser's Name (pnnt) Gary R. Sebo1t.CREA Phone # 717 938-0516
State PA o License IZI Certilication # RL-138950 Tax 10 #
0 CO-SIGNING APPRAISER'S CERTIFICATION
0 The co-signing appraiser has oersonallv !nsoected the subject property, both inside and oul, and has made an extenor inspection of all comparable sales
listed in the report. The report was prepared by the appraiser under direct supervision of the co-signing appraiser. The co-signing appraiser accepts
responsibility for the contents of the report inciuding the vaiue conclusions and the limiting condliions, and confinms that the certifications apply
lully to the co-signing appraiser.
0 The co-signing appraiser has not personallv inspected the intenor of the subject property and:
0 has not insoected the extenor of the subject property and all comparable sales listed in the report.
0 ~ the extenor ot the subject property and all comparable sides listed in the report.
0 The report was prepared by the appraiser under direct supervision 01 the co-signing appraiser. The co-signing appraiser accepts responsibility for the
contents of the repo" including the value conclusions and the limiting conditions, and confinms that the certifications apply fully to the co-signing
appraiser wITh the exception of the certification regarding physicai inspections. The above descnbes the levei of inspection perlonmed by the
co-signing appraiser.
0 The co-signing appraiser's level of inspection, involvement in the appraisai process and certnication are covered eisewhere in the addenda section
of this appraisal.
0 CO-SIGNING APPRAISER'S SIGNATURE & LICENSE/CERTIFICATION
Co-Signing Effective Date Date Prepared
Appraiser's Signature
Co-Signing Appraiser's Name (pnnt) Phone #
State o License o Certnication # Tax 10 #
Page 2 of 2
Fonm MPA3 - "WinTOTAL' appraisal software by a la mode, inc. -1-800-ALAMODE
Rev-1508 EX+ (6-98)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMON\M;ALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Wagner, Betty C.
FILE NUMBER
21-06-0087
ESTATE OF
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.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 PNC Bank - Personal Checking Account No. 5140066311, date of death value 17,893.91
$17,893.15, accrued interest $.76
2 PNC Bank - Personal Checking Account No. 5130180225, date of death value 16,232.14
$16,228.97, accrued interest $3.17
3 Highmark Blue Shield - refund of health insurance premium 442.48
4 Progressive Insurance - refund of automobile insurance premium 346.00
5 Comcast - refund 45.27
6 Neill Funeral Home - refund of overpayment on account of funeral expenses 48.60
7 Mayflower National Life Insurance Company - refund on account of overpayment of 25.00
funeral expenses
8 AT&T - dividend accrued prior to date of death 75.81
9 AT&T - dividend accrued prior to date of death 210.47
10 Morgan Stanley - net proceeds from sale of stock facilitated by Morgan Stanley, all 46.824.67
stock sold 1/23/06, prior to date of death of the Decedent herein. Net proceeds were
received subsequent to date of death.
11 Fidelity Investments - final pension payment 728.87
12 Erie Insurance Group - refund of homeowner's insurance premium 19.00
13 Sadler Oil Company - refund of balance of prepaid account 141.41
Total of Continuation Schedule(s)
See attached page
TOTAL (Also enter on Line 5, Recapitulation)
123,121.72
(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)
KeV-l:>U~ I:J\+ lti-~~I
*
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Wagner, Betty C.
FILE NUMBER
21-06-0087
ESTATE OF
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
14
Recorder of Deeds - refund
1.00
15
Personal Property - per attached appraisal
2.975.00
16
1999 Saturn Automobile - per attached appraisal
4.300.00
17
Erie Family Life Annuity No. 019-136
32.812.09
TOTAL (Also enter on Line 5, Recapitulation)
123.121.72
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule E (Rev. 6-98)
o PNCBAN<
February 14,2006
James D. Bogar
One West Main Street
Shiremanstown, P A 17011
RE: Estate of Betty C. Wagner, deceased
SSN: 182-22-5274
DOD: 1/24/2006
Dear Mr. Bogar:
In response to your request for Date of Death balances fot' the customer noted above, our
records show the following:
Checking Account
Account#51400663l1
BETTY C WAGNER
DOD balance: $17,893.15 + $.76 accrued interest
Savings Account
Account#5130l80225
BETIY C WAGNER
DOD balance; $16,228.97 + $3.17 accrued interest
Safe Deposit Box
#SF373
BETIY C WAGNER
Located:
WINDSOR PARK BRANCH
5288 SIMPSON FERRY RD.
MECHANICSBURG PA 17055
717-697-3001
Page 1 of2
Established 08/01/1955
Established 01/01/1982
Established 05/19/;2004
Please note that this office only provides date of death balances for deposit accounts
(IRAs, CDs, Checking and Savings accounts). We do not process any tinancial
transactions or provide statements. If you need assistance with any of these items,
please call1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch
office.
Sincerely,
~W1Ult lJQ11-
Rachclle Wens
1-800-762-1775
P7-PFSC-04-F
500 first Ave.
Pittsburgh PA 15219
Page 2 of2
Member FDiC
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ROWE'S AUCTION SERVICE
2505 RITNER HIGHWAY
CARLISLE, PA 17013
717-249-1978 249-2677 697-4794
To: James D. Bogar
1 West Main St.
Shiremanstown, PA
From: Rowe's Auction Service
2505 Ritner Highway
Carlisle, P A 17013
Re: Estate of Betty C. Wagner
2900 Morningside Dr.
Camp Hill, PA 17011
Kitchen
Table & 2 chairs
Whirlpool Refrigerator/freezer
Misc. kitchen items, pots-pans
Set colored Pyrex bowls-refrigerator dishes
ABC plate
German "A Present" plate
Microwave & small electric appliances
Cat figurines & misc. items
Livin!!: Room
Console T.V.
Green floral sofa & chair
Pr. octagonal end stands
Pro brass table lights
Cream colored upholstered recliner
Brown upholstered recliner
Console stereo
Mahogany knee hole desk & chair
Horse & dog lamp
Crystal lamps & others
Misc. cat knick-knacks, etc.
Prints & mirrors
Mahogany drum table
February 28,2006
$20.00
75.00
25.00
15.00
35.00
10.00
15.00
10.00
10.00
100.00
10.00
10.00
20.00
10.00
no value
35.00
25.00
10.00
10.00
10.00
15.00
Dinine Room
Dining Room set, mahogany table, 4 chairs, buffet
Cats & figurines
Cat print & floral prints(in buffet)
Kenmore sweeper
Kentucky long rifle(in closet)
200.00
15.00
10.00
10.00
1000.00
Bedroom
Mahogany 4 piece bedroom suite
Co~umejewelry,2rings
RCA t.V. and stand
Prints & knick knacks
350.00
20.00
15.00
10.00
Bedroom
Gateway computer & printer
Computer desk
Desk chair
Walnut cedar chest
Bedding
Tulip quilt (shows wear)
Gilbert HO gauge train
Gold bangle bracelet
Double bed
Sewing machine
Towels (hallway closet)
100.00
15.00
25.00
40.00
10.00
25.00
20.00
50.00
no value
5.00
5.00
Basement
1930's walnut magazine stand
1930's walnut sofa table
Coleman camp stove & cooler
Painted mission style desk
4 hoop back chairs
1930's walnut chest wi mirror
Oak ladies desk wi mirror
Oak cased sewing machine
Oak bedroom rocker
Half Victorian wardrobe
Painted oak Hoosier style cabinet
Box old puzzles
2 blue glass top tables
Misc. stools & stands
Whirlpool washer & dryer
20.00
40.00
10.00
10.00
10.00
25.00
125.00
50.00
10.00
15.00
150.00
10.00
15.00
10.00
50.00
Garaee
Misc. lawn tools
Misc. bench tools
10.00
20.00
Oak sideboard wi mirror
Antique Freshman radio
Leaf blower & weed eater
Misc. garage items
Porch swing
6).UU
35.00
10.00
15.00
10.00
Total $2975.00
w. n~~
W. David Rowe
recet w~,oI d la~ Iou
Classic Cars, Incorporated
VEHICLE APPRAISAL / MARKET EVALUATION
for
ESTATE OF BETTY C. WAGNER
2900 Morningside Drive
Camp Hill, PA 17011
VEHICLE:
1999 SATURN, SL2 4-Door Sedan
Serial No.: IG8ZK5270XZ299482
I do hereby acknowledge and certify that I personally inspected the above described
vehicle at the address given for the purpose of determining the fair market value of same.
The valuation given herein is solely for the purpose(s) of determining the current market
value of the vehicle, and does not constitute an offer to purchase, nor a guarantee of said
price being realized from the sale of said vehicle. All values given are based upon
comparison with recent market activity of similar make, model and condition vehicles in
the same geographic region being offered/sold in the open market.
The vehicle in question was found to be in overall good condition, with mileage
(45,000) below what would be commonly expected for a vehicle of this age. The exterior
was found to be clean, and free of any significant damage. The interior was likewise. The
car started and drove well, exhibiting no evidence of any significant defective mechanical
condition.
Based upon my inspection, and subsequent review of recent market activity of like-
type vehicles, I would place a fair retail market value of $4300 on this vehicle as of January
24, 2006. Please direct any inquiries regarding this evaluation to the address and/or phone
numbers below.
. Yours very_tr~ly, /
~4"~~
Robert M. Nauman
Stoneaire Classic Cars Inc.
DIN #86-31643
780 Seitz Drive, Lewisberry, PA 17339
www.stoneaire.com
(717) 938-8644 / 574-6319 (Greg) / 645-0334 (Bob)
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Member Erie Insurance Group' Home OfficE' . 100 Erie Insurance Place' Erie, Pennsylvania 16530
814.870.2000 . Toll free 1.800.458.0811 . Fax 814.870.2437 . www.erieinsurance.com
February 22, 2006
Atty. James D. Bogar
One West Main Street
ShiremanstoWD, PA 17011
RE: Death Claim on Betty C. Wagner
Annuities #019-136 & #603-520
Dear Atty. Bogar:
Per your request, the date of death values of the above referenced
annuities are as follows:
The value of annuity #019-U6 on 01/24/06 was...........$32,812.09
The value of annuity #603-500 on 01/24/06 was....... ....$15,998.69
If you have any questions, please call me at 1-800-458-0811,
extension 2922.
Sincerely,
~Cl.'13~
Melody A. Bokshan
Life Claims Specialist
Life Policy Administration
MB : MAE
cc: Farnham Insurance Agency, AA7605
Via facsimile transmission - 1-717-737-2086
The ERIE Is Above All in Service". We commit, ,::are and serve. It's our true blue promise.
Rev-1510 EX+ (6-98)
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Wagner, Betty C.
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
FILE NUMBER
21-06-0087
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
ITEM DESCRIPTION OF PROPERTY DATE OF DEATH % OF DECD'S TAXABLE
EXCLUSION
NUMBER INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE.
1 Erie Family Life Annuity No. 603-520 - payable 15.998.69 15.998.69
directly to beneficiary, Evely C. Wolfe
TOTAL (Also enter on Line 7, Recapitulation) 15.998.69
(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 G (Rev. 6-98)
REV-1151 EX+ (12-99)
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SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Wagner, Betty C.
Debts of decedent must be reported on Schedule I.
FILE NUMBER
21-06-0087
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
See continuation schedule(s) attached 8,602.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address
City State Zip
-
Year(s) Commission paid
2. Attorney's Fees Bogar & Hipp Law Offices 14,150.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees 310.00
5. Accountant's Fees
6. Tax Return Preparer's Fees 235.00
7. Other Administrative Costs 3,447.02
TOTAL (Also enter on line 9, Recapitulation) 26,744.02
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H (Rev. 6-98)
Rev-1502 EX+ (6-S6)
SCHEDULE H-A
FUNERAL EXPENSES
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Wagner, Betty C.
FILE NUMBER
21-06-0087
ESTATE OF
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Mayflower National Life Insurance/Neill Funeral Home
8.602.00
Subtotal
8.602.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-A (Rev. 6-98)
Rev-1502 EX+ (6-98)
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SCHEDULE H-B7
OTHER
ADMINISTRATIVE COSTS
continued
COMMONVVEALTH OF PENNSYLVANLo\
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Wagner, Betty C.
FILE NUMBER
21-06-0087
ITEM
NUMBER
AMOUNT
DESCRIPTION
1
Lower Allen Township - sewer and refuse bill
85.50
2
Cumberland Law Journal - legal advertising
75.00
3
PP&L
57.95
4
Pennsylvania American Water
12.45
5
Gary Sebolt - Real Estate Appraisal
350.00
6
PP&L
58.72
7
Progressive Insurance - automobile insurance premium
366.00
8
Rowes Auction Service - personal property appraisal
75.00
9
The Patriot News - legal advertising
110.16
10
United States Postal Service - certified mail
10.02
11
Commonwealth of Pennsylvania - car title transfer
58.50
12
AAA - car title transfer
58.00
13
Pennsylvania American Water
11.87
14
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
2.000.00
15
PP&L
57.75
16
Recorder of Deeds - fee to file Deed
40.50
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B7 (Rev. 6-98)
Rev-1502 EX+ (6-98)
SCHEDULE H-B7
OTHER
ADMINISTRATIVE COSTS
continued
COMMON~L TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Wagner, Betty C.
FILE NUMBER
21-06-0087
ESTATE OF
ITEM
NUMBER
DESCRIPTION
AMOUNT
17
Pennsylvania American Water
19.60
Subtotal
3.447.02
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B7 (Rev. 6-98)
Rev-1512 EX+ (6-9B)
*
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIOENT DECEDENT
ESTATE OF
Wagner, Betty c.
FILE NUMBER
21-06-0087
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION
1 West Shore Health and Rehab
VALUE AT DATE
OF DEATH
447.24
2 Bonnie Miller, Treasurer - 2006 Personal Taxes
9.80
3 United States Treasury - 2005 Personal Income Tax Payment
554.00
TOTAL (Also enter on Line 10, Recapitulation)
1,011.04
(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-1513 EX+ (9~O)
'*"
.. .4
.
SCHEDULE ..
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
NUMBER
Wagner, Betty C.
NAME AND ADDRESS OF
PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal
distributions, and transfers
under Sec. 9116(a)(1.2)]
FILE NUMBER
21-06-0087
ESTATE OF
RELATIONSHIP TO
DECEDENT
Do Not List Trustee(s)
SHARE OF ESTATE AMOUNT OF ESTATE
(Words) ($$$)
I.
Alta C. Hendricks
205 Conodoguinet Avenue
Apt. 5
Camp Hill, PA 17011
Joanne M. Hook
3120 Morningside Drive
Camp Hill, PA 17011
Friend
$1,000.00
specific
bequest
1,000.00
Friend
$1,000.00
specific
bequest
100% of rest,
residue and
remainder
1,000.00
Geneva R. Nauman
326 Glendale Avenue
Shiremanstown, PA 17011
Friend
Total
Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet
2,000.00
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
3,000.00
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
3,000.00
CopyriQht (C) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule J (Rev. 6-98)
ReV-1502 E}l+ (6-95)
SCHEDULE ..I-liB
CHARITABLE AND GOVERNMENTAL
DISTRIBUTIONS
continued
COMMONVv'EAL TH OF PENNSYLVANIA
INHERITANCE TP\X. RETURN
RESIDENT DECEDENT
ESTATE OF
Wagner, Betty C.
FILE NUMBER
21-06-0087
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Humane Society of Harrisburg Area, Inc. - 7790 Grayson Road, Harrisburg, PA 17111
1.000.00
2
Helen Opperman Krause Animal Foundation, Inc. - P.O. Box 311, Mechanicsburg,
PA 17055
1.000.00
3
Society for the Preservation of Animal Welfare, Inc. - P.O. Box 855, Camp Hill, PA
17011
1.000.00
Subtotal
3.000.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule J-IIB (Rev. 6-98)
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LAST WILL AND TESTAMENT
OF
BETTY C. WAGNER
I, BETTY C. WAGNER, of Camp Hill, 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 my cats and any other
animal or animals that I may own at the date of my death, to my
friends, ALTA C. HENDRICKS, of 205 Conodoguinet Avenue, Apt. 5,
Camp Hill, Pennsylvania, and JOANNE M. HOOK, of 3120 Morningside
Drive, Camp Hill, Pennsylvania, with specific direction that they
decide between themselves as to who will get what pet. Any pet
not taken by either ALTA C. HENDRICKS or JOANNE M. HOOK will be
placed with the Society for the Preservation of Animal Welfare
and Safety, Inc. (PAWS), of Federal Square Station, Harrisburg,
Pennsylvania.
SECOND: I give and bequeath the sum of $1,000.00 to the
SOCIETY FOR THE PRESERVATION OF ANIMAL WELFARE, INC., of Federal
Square Station, Harrisburg, Pennsylvania, to be used for general
purposes as that organization deems appropriate.
THIRD: I give and bequeath the sum of $1,000.00 to the
HUMANE SOCIETY OF HARRISBURG AREA, INC., of 7790 Grayson Road,
Harrisburg, Pennsylvania, to be used for general purposes as that
organization deems appropriate.
FOURTH: I give and bequeath the sum of $1,000.00 to the
HELEN OPPERMAN KRAUSE ANIMAL FOUNDATION, INC., of Mechanicsburg,
Pennsylvania, to be used for general purposes as that organiza-
tion deems appropriate.
FIFTH: I give and bequeath the sum of $1,000.00 to my
friend, ALTA C. HENDRICKS, provided that should she predecease
me, I direct that her share under this, my Last Will and
Testament, become a part of my residuary estate to be distributed
as set forth in Clause SEVENTH herein below.
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SIXTH: I give and bequeath the sum of $1,000.00 to my
friend, JOANNE M. HOOK, provided that should she predecease me, I
direct that her share under this, my Last Will and Testament,
become a part of my residuary estate to be distributed as set
forth in Clause SEVENTH herein below.
SEVENTH: 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
my friend, GENEVA R. NAUMAN, of 326 Glendale Drive,
Shiremanstown, Pennsylvania. Should GENEVA R. NAUMAN predecease
me, I give, devise and bequeath all the rest, residue and remain-
der of my estate of whatever nature and wherever situate, includ-
ing any property over which I hold power of appointment and
together with any insurance policies thereon, to my sister,
EVELYN C. WOLFE.
EIGHTH: 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.
2
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(D) To invest in all forms of propertYr including
stocksr common trust funds and mortgage investment fundsr without
restriction to investments authorized for pennsylvania fiducia-
riesr as are deemed properr without regard to any principle of
diversificationr risk or productivity.
(E) To exercise any optionr 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, includingr but not necessarily being
limited tOr personal incomer gift and estate or inheritance tax
laws.
(G) To make distributions to my herein named benefi-
ciaries in cash or in kind or partly in each.
(H) To borrow money from themselves or others in order
to pay debtsr taxesr or estate or trust administration expensesr
to protect or improve any property held under my willr and for
investment purposes.
(I) To select a mode of payment under any qualified
retirement plan (pension planr profit sharing plan, employee
stock ownership planr or any other type of qualified plan) to the
extent the plan or the law permits them to do SOr and to exercise
any other rights which they may have under the planr in whatever
manner they consider advisable.
NINTH: I direct that all inheritancer estater trans-
ferr succession and death taxesr of any kind whatsoeverr which
may be payable by reason of my deathr whether or not with respect
to property passing under this Willr shall be paid out of the
principal of my residuary estate.
TENTH: I nominate and appoint GENEVA R. NAUMAN and
JAMES D. BOGARr as Co-Executors of thisr my Last Will and Testa-
ment. In the event of the deathr resignation or inability to
serve for any reason whatsoever of both GENEVA R. NAUMAN and
JAMES D. BOGARr I nominate and appoint MARLIN E. NAUMANr Executor
of thisr my Last Will and Testament. I direct that my Co-
3
Executors or Executor, as the case may be and their successors,
shall not be required to post security or a bond for the
performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and
seal to this, my Last Will and Testament, this 7f))""d day of
----) ~"jv i._( /1..z ;/
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, 2006.
--r?L;,f2/ (! /-j);t~-V(j~
BETTY C. WAGNER"
( 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.
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Address
Address
4
Register of Wills, Cumberland County, Pennsylvania
INVENTORY
Betty C. Wagner
No.
21-06-0087
Estate of
, Deceased
Date of Death 01124/2006
Social Secu rity No. 182-22-5274
also known as
James D. Bogar Geneva R. Nauman
The Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory
include all of the personal assets wherever situate and all of the real estate located in the Commonwealth of Pennsylvania
of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of
the Decedent's death, and that the Decedent owned no real estate outside of the Commonwealth of Pennsylvania except
that which appears in a memorandum at the end of this Inventory. I/We verify that the statements made in this Inventory
are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C. S.
Section 4904 relating to unsworn falsification to authorities.
Attorney:
James D. Bogar
Signatur .
'l i.d rZ-
1.0. No.:
19475
Signature:
Signature:
Firm: Bogar & Hipp Law Offices
Address: One West Main Street
Shiremanstown, PA 17011
Telephone: 717-737-8761
Address: One West Main Street
Shiremanstown, PA 17011
Telephone: 717-737-8761
Dated:
05/17/2006
Personal Property
Cas h...............................................................................................
Persona I Property.........................................................................
Stocks/L isted.................................................................................
Stocks/Closely Held.. ......... ......... ..... ......... ... ..... ........ ...... ....... .......
Bonds............................................................................................ .
Partnerships and Sole Proprietorships .....................................
Mortgages and Notes Receivable..... .................... ............ ..........
All Other Property................. ..... ......... ................ ..................... .....
115,846.72
7,275.00
l~... '
Total Personal Property...... .................... ...............
123,121.72
Total Real Property.... ............ ........................ ........
144,000.00
267,121.721
Total Personal and Real Property.........................
Total Out-of-State Real Property..........................
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Register of Wills, Cumberland County, Pennsylvania
INVENTORY
Estate of
Betty C. Wagner
No.
, Deceased
Date of Death 01/24/2006
Social Secu rity No. 182-22-5274
also known as
Cash
AT&T - dividend accrued prior to date of death
75.81
AT&T - dividend accrued prior to date of death
210.47
Comcast - refund
45.27
Erie Family Life Annuity No. 019-136
32,812.09
Erie Insurance Group - refund of homeowner's insurance premium
19.00
Fidelity Investments - final pension payment
728.87
Highmark Blue Shield - refund of health insurance premium
442.48
Mayflower National Life Insurance Company - refund on account of
overpayment of funeral expenses
25.00
Morgan Stanley - net proceeds from sale of stock facilitated by Morgan
Stanley, all stock sold 1/23/06, prior to date of death of the Decedent herein.
Net proceeds were received subsequent to date of death.
46.824.67
Neill Funeral Home - refund of overpayment on account of funeral expenses
48.60
PNC Bank - Personal Checking Account No. 5140066311, date of death value
$17,893.15, accrued interest $.76
17,893.91
PNC Bank - Personal Checking Account No. 5130180225, date of death value
$16,228.97, accrued interest $3.17
16.232.14
Progressive Insurance - refund of automobile insurance premium
346.00
Recorder of Deeds - refund
1.00
(Attach additional sheets if necessary)
Total Personal Property and Real Estate
267.121.72
Register of Wills, Cumberland County, Pennsylvania
INVENTORY
Betty C. Wagner
No.
Estate of
, Deceased
Date of Death 01/24/2006
Social Secu rity No. 182-22-5274
also known as
Sadler Oil Company - refund of balance of prepaid account
141.41
Total Cash
115,846.72
Personal Property
1999 Saturn Automobile - per attached appraisal
4.300.00
Personal Property - per attached appraisal
2,975.00
Total Personal Property
7.275.00
Real Estate
Real Estate - All that certain piece or parcel of real estate having erected
thereon a dwelling house known and numbered as 2900 Morningside Drive,
Camp Hill, Pennsylvania. The property was acquired by Alfred W. Wagner, Jr.
and Betty J. Wagner, alkla Betty C. Wagner, husband and wife, by deed dated
July 29,1955 and recorded July 29,1955 in the Cumberland County Recorder
of Deeds Office, a copy of said Deed being attached hereto and incorporated
herein. The said Alfred W. Wagner died December December 7,1967,
whereupon fill and complete title to the real estate became vested solely in
Betty C. Wagner. The above-described real estate was transferred to Geneva
R. Nauman, residuary beneficiary of the Estate of Betty C. Wagner, and her
husband, Marlin E. Nauman. A copy of said deed of conveyance is attached
hereto. Date of death value is listed on the attached appraisal.
144.000.00
Total Real Estate
144.000.00
2
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
BOGAR JAM ES D
1 W MAIN STREET
SHIREMANSTOWN, PA 17011
-------~ fold
ESTATE INFORMATION: SSN: 182-22-5274
FILE NUMBER: 2106-0087
DECEDENT NAME: WAGNER BETTY C
DA TE OF PAYMENT: 05/17/2006
POSTMARK DATE: 05/17/2006
COUNTY: CUMBERLAND
DATE OF DEATH: 01/24/2006
REV-1162 EX(11-96)
NO. CD 006711
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $84.80
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$84.80
REMARKS:
CHECK#1020
SEAL
INITIALS: MW
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS