HomeMy WebLinkAbout05-19-06
.,
REV-1500 EX (6-00)
OFFICIAL USE ONLY
COMMONWEAL TH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV -1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
-.lL
COLMY CODE
-9L 0305 ___
YEAR NUMBER
DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
~ Swope Clifford
~ DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
~ 3/3/2006 5/7/1920
W (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
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SOCIAL SECURITY NUMBER
711-07-6481
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
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[i] 1. Original Return
D 4. Limited Estate
[i] 6. Decedent Died Testate (Attach copy of Will)
o 9. Litigation Proceeds Received
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THIS SECTION 'MUSr ae COM
NAME
R. Thomas Murphy, Esquire
FIRM NAME (If Applicable)
Patterson, Kiersz & Murphy, P.C.
TELEPHONE NUMBER
717-762-3170
o 2. Supplemental Return 0 3. Remainder Return (dale of death prior to 12-13-82)
D 4a. Future Interest Compromise (date of death after 12-12-82) 0 5. Federal Estate Tax Return Required
o 7. Decedent Maintained a Living Trust (Attach copy of Trust) _ B. Total Number of Safe Deposit Boxes
o 10. Spousal Poverty Credit (date of dealh between 12.31-91 ard 1.1-95) 0 11. Election to tax under Sec. 9113(A)(AUiehSchO)
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COMPLETE MAILING ADDRESS
239 East Main Street
Waynesboro, PA 17268-1681
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1. Real Estate (Schedule A)
(1 )
(2)
OFFICIAL USE ONLY
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2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
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4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
D Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
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8. Total Gross Assets (total Lines 1-7)
164,615
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (total Lines 9 & 10)
17,622
146,993
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
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14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
146,993
15. Amount of Line 14 taxable at the spousal tax 0 ~(15)
:z rate, or transfers under Sec. 9116 (a)(1.2) x.O
0
i= 16. Amount of Line 14 taxable at lineal rate 146,993 x .0 45 (16)
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0.. 17. Amount of Line 14 taxable at sibling rate x.12 (17)
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0 0
(,) 18. Amou nt of Line 14 tax<lble at collateral rate x .15 (18)
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6,615
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6,615
20. D
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
3W4645 1.000
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Decedent's ompl ete A ress:
S1REET ADDRESS
339 Newburg Road
CUmberland
CllY I STA1E I ZIP
Newburg PA 17240-
Yes
D
D
D
D
without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . .. D
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 [j
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES. YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury. I declare that I have examined this return. including accompanying schedules and statements, and to the best of my knowledge and belief, it is true. correct and complete.
D aratlon of preparer other than the personal representative is based on all information of which preparer has any knowledge.
TURE OF PERSON RESP NSIB FOR FILING RETURN
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Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
(1)
o
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331
3. Interest/Penalty if applicable
O. Interest
E. Penalty
Total Credits (A + B + C) (2)
o
o
Total Interest/Penalty (0 + E) (3)
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
(4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
(5)
A. Enter the interest on the tax due.
(5A)
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
Make Check Pa able to: REGISTCR OF WILLS, AGENT
(58)
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1 . Did decedent make a transfer and:
a. retain the use or income of the property transferred;. . . . . . . . . . . . . . .
b. retain the right to designate who shall use the property transferred or its income; .
c. retain a reversionary interest; or . . . . . . . . . . . . . . . . . . . . . . . .
d. receive the promise for life of either payments, benefits or care? . . . . . . . . .
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
339 Newburg Road, Newburg, PA 17240
SIGNATURE OF PREPARER OTI-iER TI-iAN REPRESENTATIVE
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SS
239 East Main Street, Waynesbora, PA 17268
6,615
331
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6.284
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6.284
No
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DA1E
DA1E
May 17 2006
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for th
[72 P.S.~ 9916 (a) (1.1)(i)].
For dates of death on or after January 1. 1995, the tax rate imposed on the net value oftransfers to or for the use ofthe surviving spa
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and fili,
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
or a stepparent ofthe child is 0% [72 P.S. ~ 9116(a)(1.2)).
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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 I cJ I q
The tax rate imposed on the net value oftransfers to or for the use of the decedent's siblings is 12% (72 P.S. ~ 9116(a)(1.3)]. A sibling IS Jned. under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
3W4646 1.000
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
"REV-1502 EX + (6-98)
ESTATE OF
FILE NUMBER
Clifford w. SWOoe
21 06 0305
All real property owned solely or as a tenant In common must be reported at fair market value. Fair market value is defined as the price at which property would be
exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge ofthe relevant facts.
Real property which Is jolntly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
Attached appraised value of
real estate known as 339
Newburg Road, Newburg,
Cumberland County, Penna.
161,000
3W46951.000
TOTAL (Also enter on line 1, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
$
161,000
...
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.REV-1508 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Clifford W. SwQDe
FILE NUMBER
21 06 0305
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jolntly-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1
Attached appraised value of 1999
Toyota Corolla automobile
2,500
2
Higbmark Blue Shield, insurance
premium refund
387
3W46AD 1.000
TOTAL (Also enter on line 5 Recaoitulationl $
(If more space is needed. insert additional sheets ofthe same size)
2,887
<REV.1509 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Clifford W. SwoDe
SCHEDULE F
JOINTLY -OWNED PROPERTY
FILE NUMBER
21 06 0305
If an asset was made joint within one year of the decedent's date of death, It must be reported on Schedule G.
SURVIVING JOINTTENANT(S) NAME
ADDRESS
RELA1l0NSHIP TO DECEDENT
A.
Swope, Terry L
339 Newburg Road, Newburg, PA
17240
Son
B.
c.
JOINTL V-OWNED PROPERTY:
LETTER DATE DESCRIP1l0N OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MADE I NCLUOE NAME OF FINAtCIAL INSTITUTION Ai'[) BAJII< ACCOLNf DATE OF DEATH DECD'S VALUE OF
N..M8ER OR SIMILAR IDENTIFYING IIUI.1IlER. ATTACH DEED FOR
NUMBER TfN'NT JOINT JOINTLY~REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1 A 6/19/2002 M&:T Bank Checking Account
No: 950290110 1,455 50_0000 728
TOTAL (Also enter on line 6. Recaoitulation) $ 728
3W46AE 1.000
(If more space is needed, insert additional sheets ofthe same size)
REV-1511 Ex + (12-99)
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Clifford W. SWeDe
ITEM
NUMBER
A.
B.
3W46AG 1.000
2
Debts of decedent must be reported on Schedule I.
DESCRIPTION
1.
FUNERAL EXPENSES:
Fogelsonger Bricker Funeral Home
funeral bill
Westmin8ter Cemetery
grave opening
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s) I EIN Number of Personal Representative(s)
Street Address
City
State
Zip
Year(s) Commission Paid:
2.
Attorney Fees Patterson, Kiersz & Murphy, P. c.
3.
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant Terry L. Swope
Street Address 339 Newburg Road
City Newburg
Relationship of Claimant to Decedent SON
State PA
Zip 17240
4.
Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
1
Ausherman Bros
appraisal services
2
Cumberland County Courthouse
advertise estate notice
Total from continuation schedules . . . . . . . . .
FILE NUMBER
21 06 0305
(If more space IS needed. Insert additional sheets of the same size)
TOTAL (Also enter on line 9, Recapitulation) $
AMOUNT
6,518
1,150
4,900
3,500
302
275
75
294
11,014
Estate of: Clifford W. Swope
711-07-6481
Schedule H Part 7 (page 2)
3
PennDot
transfer automobile
65
4
Recorder of Deeds
record deed
40
5
Register of Wills
inheritance tax return and
inventory filing fees
30
6
The Sentinel
advertise estate notice
159
Total (Carry forward to main schedule)
294
.REV-1512 EX + (12-03)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
Report debts Incurred by the decedent prior to death which remained unpaid as of the date of death, Including unrei~bursed medical expe ses.
ITEM
NUMBER
1.
DESCRIPTION
Adams Electric
electric bill
2 Adams Electric
electric bill
3 Chambersburg Hospital
hospital bill
4 MeI
phone bill
5 Tanner Home & Energy
oil bill
3W46AH 2.000
TOTAL Also enter on line 10, Reca itulation) $
(If more space is needed, insert additional sheets of the same size)
VALUE AT DA
OF DEATH
91
77
76
4
360
608
REV-1513 EX+ (9..QO)
SCHEDULE J
BENEFICIARIES
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETIJRN
RESIDENT DECEDENT
ESTATE OF
Clifford W. SWo e
NUMBER
I
1
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERlY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers
under Sec. 9116 (a) (1.2)]
Terry L. Swope
339 Newburg Road
Newburg, PA 17240
Spouse, Gene W. Swope, died 12/6/02.
FILE NUMBER
2 06 0305
RELAllONSHIP TO DECEDE AMOUNT OR
Do Not List Trustee(s) \ OF ESTA
Son
Residue as per item
THIRD of L &T.
ENTER DOLLAR AMOUNTS FOR DISTRIBUllONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVE SHEET
II NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAl DISTRIBUllONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
3W46AI 1.000
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II - ENTER TOTAL NON.TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
(If more space is needed, insert additional sheets of the same size)
$
o
LAST WILL AND TESTAMENT
OF
CLIFFORD W. SWOPE
I, CLIFFORD W. SWOPE, of Newburg, Cumb rland coufty
Pennsylvania, revoke my prior wills and declare thi -to be my ast
will:
FIRST: PAYMENT OF EXPENSES - I direct that the expe ses of my last
illness and funeral be paid from my estate as soon as lmay
conveniently be done. \
SECOND: PERSONAL AND HOUSEHOLD EFFECTS - '1 give a 1 my artij'les
of personal or household use, including automo iles and all
; nsurance on that property, to my wi fe, GENE W. SWOPE, if she
survives me by 30 days. If she does not so survive e,I give all
such property and insurance to my son shoul d he su vi ve me by\ 30
days, per stirpes. I
i
In the absence of agreement or ;f any child of min is a m;n' r,
the division shall be made as my executor may: thin appropria e.
However, articles which my executor considers unsu'table for my
children may be sold and the proceeds added to my res duary esta e.
My executor may, without .further responsi,bilit, distrib te
property passing to a minor under this article to t e minor or to
the persons specified herein to hold for the minor.
"
THIRD: RESIDUARY ESTATE - I give the residue of my estate, r~al
and personal, to my wife, GENE W. SWOPE, if she survives me by \30
days. If she does not so' survive me, I give all su h reSiduej;n
equal shares to my son should he survive me by 30 d ys, prov; ed
that if he does not so survive me but leaves 'desce dants who so
survive me, such'descendants shall receive, pen stirp s, the share
he would have received had he so ,survived me. . I
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that any share or
I
held in trust on
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FOURTH: MINORS - I hereby direct
estate which passes to a ~inor be
terms and conditions: .!
I
A. The Trustee sha 111 payor app 1 y quarte'll y, 0
such amounts of i ncpme and p r i nc; pa 1, I as it
necessary for the support, maintenance and educ
beneficiary, includihg post secondary Ischool
colleges or vocationar school. i
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B. Said trust_.~o ter~inate when the benefljiCiary
ag~; of ,twenty 'fJve (25) years. . .
" -' ' :, ,- _: '-'I I !
" " -..'v .
c. ~A1J-.~a,:ccr_!Jed incom$ and principal shall; be di
the bel!-E:'!-fTc i ary uPq" te rm; nat; on of the trust.
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shares of tny
he follow;~g
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more ofte ,
shall de m
tion of t e
educat i 01 ,
reaches th
tributed t
PAGE 1
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FIFTH: ADOPTED PERSONS - Adopted persons shall be considere as
children of their adoptive parents, and they and their descend nts
shall be considered as descendants of their adoptiv .parents.
SIXTH: COMMON DISASTER - I direct that in the that my ife
and I should die in a common disaster, it shall be surned tha my
wife predeceased me.
SEVENTH: PROTECTIVE PROVISION - To the greatest ex ent permitked
by 1 aw, before actual payment to a benefi c i ary, n ; nterest \ in
income or principal shall be (i) assignable to a eneficiary or
(ii) available to anyone having a claim against a b nefic;ary.
EIGHTH: DEATH TAXES - All federal, state and othe death ta es
payable on the property forming my gross estate, whe her or not it
passes under this will, shall b& paid out of the principal of my
probate estate just as if they were my debts, and one of th se
taxes sha 11 be charged aga i nst any benef i c i ary . Tis p rov is on
shall not apply to' any property over which I have a eneral po er
of 'appointment for federal estate tax purposes.
A. To exercise any options available in det
paying death taxes in my estate and to allocate m
skipping tax exemption;'
I
I
utrix: ,,~,
rmining' a d
generatio -
i
NINTH: TAX OPTIONS - I authorize my executor or
B. To join with my wife in filing a
and
C. To consent to any gifts made by my wi~e s
havi ng been made one-ha 1 f by me for the s
relating to gift tax. I
I ' I
,In my executor's sole discretion, no compensating" adjus ments Shal~
be required between income and principal, or be~ween m trusts, or
between my estate and my wife. All decisions under his articl
sha 11 be made in my executor's so 1 e d i scret\'; on and sha 11 b
conclusive upon all person concerned., .\
TENTH: MANAGEMENT PROVISIONS - I authorize my ot
executrix: I
: \
A. Retain/Invest: To retain and to inve$t in a 1 forms 0
rea 1 and persona 1 property, i nc 1 ud i ng cori1mon t ust funds,
mutua 1 funds and money market depos -) t ac ounts and
certificates of deposit, regardless of any limitati ns imposed
by law ,on investm~~ts by executors or any: principle of law
concerning investment diversificatfon; .
PAGE 2
B. Compromise: To compromise claims and
property which, in my executor's opinion, is
value;
abandon any
little o~ no
I
I
ty to my ~ife
for repay1ent
I
C. Borrow: To borrow from and to sell prope
or others, and to pledge property as security
of any funds borrowed; .
I
I
D. Sell/Lease: To sell at publ ic or pri ate sale, \ to
exchange or to lease for any period of time, any real I or
personal property and to give options.for sale or leasesl;
E. Capital Changes: To join in any merger, r Organizatitn,
voting-trust plan or' other concerted action of secur'ty
holders, and to delegate discretionary duties with resp ct
thereto; I
I
F. Distribute: To distribute in kind and to alloclte
specific assets among the beneficiaries (inclUding ny
custod iansh i p hereunder) ; n such proport ions s my trus ee
may th ink best, so long as the tota 1 market va 1 ue of ny
beneficiary's share is not affected by such all cation.
These authorities shall extend to all property at any time held by
my executors or my trustee and shall continue in ful force un il
the actual distribution of all such property. All powe s,
authorities and discretion granted by this will shall be in
addition to those granted by law and shall be exerci able without
court authorization.'
ELEVENTH: EXECUTOR - I appoint my wife, GENE W. SWO E, executrix
of my will. In the event that my wife is unable or unwilling 0
act as executrix, I appoint my son, TERRY L. SWPPE, e ecutor of y
will. I direct that any executor may resign ~t any time witho t
court approval. Neither my executrix nor her isuccessor shall e
required to give bond. i
I
I
I
TWELFTH: TRUSTEE - I appoint EDNA M. SWOPE Tr~stee f any trus s
created by this, my Last Will and Testament. I hereby relieve sa d
Trustee from the necessity of posting securitY1 in connection wi h
the duties as such in any Jurisdiction in Whi~h he 0 she may e
called upon to act, insofar as I am able by law to do so.
I
i
IN WITNESS WHEREOF, I have hereunto set my! hand and seal this
2t-ta.. day of ''-It)~'i3~, 1990.
.: I.~ ..
PAGE 3
In our presence, the above-named Testator i gned thi and
declared it to be his will, and now, at his req est and i his
presence and in.the presence of each other, we sign as w;tne ses:
STATE OF PENNSYLVANIA
ss.
COUNTY OF FRANKLIN
I, CLIFFORD W. SWOPE, having been duly qualifi d accordin. to
law, acknowledge that I signed the foregoing instrum nt as my w 11,
and that I signed it as my free and voluntary act f r the p~rp ses
therein expressed.
Testator
We, having been duly qualified according to 1 Wi depose nd
say that we were present and saw CLIFFORD! W. S OPE sign he
foregoing instrument as his will; that he sign~d it a his free nd
voluntary act for the purposes therein expres~ed; t at each of us
in his sight and hearing and at his requesti signe the will as
witnesses; and that to the best of our knowl~dge h was at t at
time 18 or more years of age, of sound mind andl under no constra nt
or undue influence. .
-~~
Witness
Subscribed, sworn to or affirmed,
~nd acknowled~ed before me by the
above-named~Testat6r.~nd by the .
witnesses whose names appear opposite~-
on th.i s '2~tl--day of ~o.J'~~, 1990.
~~i~'I'-I:~
Notary Public
Notarial Seal
Cera! G. Rebuck. Notary Public
SO~!..'i'(!""r~{:~.~ ~r(,!..;'I'.._~.""'" ::=.... ,...1,1:_ 1""'._
PAGE 4
Borrower Terrv SWODe
pmoertv Address 339 Newburo Rd
Cltv Newburo
LlIlIder T errv SWODe
FII No.
Countv Cumberland
Sla e Pa
Z1n r.ode 7240-9384
APPRAISAL AND REPORT IDENTIFICATION
This appraisal conforms to D.DlI. of the following deflnlt1oils:
~ Complete Appraisal (The act or process of estimating value, or an opinion of value, ~ rformed without Invoking the eparture Rule.)
D Limited Appraisal (The act or process of estimating value, or an opinion of value, ~ Ilfformed under and resulting f om Invoking the
Departure Rule.)
This report Is D.DlI. of the following types:
D Self Contained (A wrltten report prepared under Standards Rule 2-2(a) of a Complet or Limited Appraisal perform d under STANDARD 1.)
~ Summary (A written report prepared under Standards Rule 2-2(b) of a. Complet or Limited Appraisal perform d under STANDARD 1.}
D Restrtcted (A wrttten report prepared under Standards Rule 2-2(c) of a Complet or LImited Appraisal perform d under STANDARD 1,
restrIcted to the stated Intended use. by the specified client or Intende useL)
Comments on Standards Rule .2-3
I certify that, to the best of my knowledge and belief:
o The statements of fact contained In this report are true and correct.
o The reported analyseS, opinions, and conclusions are lIn1led only by the reported assumptions and limiting co diUons, and are my personal, Impa ai, and unbiased
professional analyses, opinionS and conclusions.
o I have no (or the specified) present or prospective Interest In the property lhatls the subject 01 this report, and iI<> (or the specllied) personallntere with respe~t to the
parties Involved. .
o I have no bias with respect to the property that Is the sublect of this report or the parties Involved with this assl nment.
o My engagement In this assignment was not contingent upon developlng or reporting predetermined resulls.
o My compensation lor completing thIs aSSignment Is not contingent.upon the development or reporting 01 a prel eturmlned value or direction In valu that favors the cause
01 the client the amount ot the value opinion, the attainment 0.1 a stipulated resutt.. or the occurrence 01 a subse uent event directly related to the Int oded use 01 thfs appraisal.
o My analyses, opinions and conclusions were developed and this report has been prepared, In conlormlly with t e Uniform Slandards 01 Profession I Appraisal Practice.
D I have (or have nol) made a personal Inspection 01 the property that Is the siJblect 01 this report.
o No one provided significant real property appraisal assIstance to the person's,lgnlng this certillcation. (II there a exceptions, the name 01 each Ind Idual providing slgnlllcant
real prll\lerty appraisal assistance must be stated.)
Comments on Appraisal and Report Idimtifica'tion
Note any departures from Standards Rules 1-3 and 1-4,' plus any USPAP-related Iss as reQ~lring disclosure:
/
/Y
/1/
APPRAISER: . /I. ~/ /
Signature: ;J1yI.lK
Name: Tim L.<<is/M'ao GAA ....
Date Signed: "'.13~2006
Slate GertiUcallon II: Ga-000149-L
or Slate License #:
Slate: pa
_.."".~"""" -,
- -
SUPERVISORY APPRAISER (only If re~Ulred):
,
Signature: '
Name: "
. Dale Signed:
State Certlllcation #:
or State License #:
Stale:
Expiration Dale 01 Ce IIlcatlon or License:
, .
r~
J
-/
D Old D Old ot Inspect Property
Ausherman Bros. Real Estate Inc.
Form 105 - '"TOTAL lor Windows' appraisal software by a la mode, In . -1-'800-ALAMODE
, , ~
SUMMARY OF SALIENT FEA URES
'" , ,
Subject Address 339 Newburg Rd
legal Description Cumberland Co Deed Book Vol. 14Z page 2 2
- City ~ewburg
County Cumberland
-
State Pa
..
Zip Code 17240-9384
Census Tract 0131.01
Map Reference 11-8-0603-019
Sale PlIce $
Date of Sale
"
Borrower I CHent T eny Swope
lender Terry Swope
Size (Square Feet) 1.549
Price per Square Foot $
LOCation Average
Age 51
-
CondlUon Average
T olal Rooms 6
-
Bedrooms 3
Baths 1
i
"
Appraiser Tim LAusherman GAA
Date of Appraised Value 4-12-2006
i
Anal EsUmate of Value $ 161.000
Form SSD - 'TOTAL for Windows. appraisal soltware by a la mode, In . -1-800-ALAMODE
Ausherman Bros. Real Estate Inc.
---------------_.........------~._-~----~-_.__......-'------,.~--_.._..~--_..~.....,..-.._.__..~-------_..~............-~._~..----
Summary Appraisal Report
pmnertv Address 339 Newburo Rd
leoal Descl1otlon Cumberland Co Deed Book Vol. 14Z oaoe 242
Assesso(s Parcel No. 11-08-0603-019
Borrower T errv SwoDe
_ PropertY l1ahts aODralsed !Xl Fee Simple
Nelohblllhood or Prolect Name Newburo
Sale Price S Date of SalR
lender/CHent Terrv SwoDe Address 339 Newbura Rd New ura Pa
Aooralser Tim LAusherman GAA Address 229 North Second Stre et Chambersburo. Pa 1720
Location W Urban ~ Suburban W Rural Predominant _5JP&e faml I hous.!99 Present land use %
Built up 0 Over 75% [8J 2H5% 0 Under 25% occupancy r~'oo) ~~iJ One family ~
Growth rate 0 Aapld [8J Stable 0 Slow [8J OWner 95 ---.!!L Lo ,~ 2-4 family _
Property values IZIlncreaslng 0 Stable 0 DecOnlng 0 Tenant 5 325 HI 100 Mulll-tamlly_
DemarxVsupply [8J Shortage 0 In balance 0 Over supply [8J Vacant (0-5';) _ Predom nant _ Commercial
Marltetino time . rxi IInder 3 mo~ Fi 3-6 mos. n Over 6 mos. Fi Vac.rllVllf 5,,\1 125 30 I Vacant 70
Note: Race and the raalal compollUon ot the neighborhood are not appraisal f.atora.
Neighborhood boundal1es and characteristics: Bounded bv Pa Turnolke to the north Roxbun to the West Newburo to th east and Luman to the
south.
_ Factors that affect the mal1<etabllity 01 the properties In the neighborhood (proximity to employment and amenlt s, employment stability, appeal to market, etc.):
The subiect orooertv Is located within close oroxlmitv to a salvaoe vard. The subiect mOl artv Is located within a net hborhood 01 scattered
., 'sinole famllv homes and land utllzed for aoricultural ourooses. Overall aooeal to the mar et Is aVeraoe. Emolovment stablltv Is oood within the
area.
UNIFORM RESIDENTIAL APPRAI AL REPORT FIleNo.
Cltv Newburo Sale Pa Zlo Code 17240-9384
County Cum berland
TlIX Year 2006 RJ. T....t 1 683.00 .. 0.00
Current Owner Swooe OccuDanl: IX] OwneJ Tenant r 1 Vacant
Leasehold Prolect T voe r l PUD I Condominium {HUON A orM HOA S N/ A . 1M,
Mao Aeference 11-8-0603-.019 Ce sus Tract 0131.01
NIA
lend use change-
[8J Not likely 0 L1kel
o In process
To:
.Marl<et condillons In the subject neighborhood (Including support for the above conclusions related to the trend 01 property values, demand/supply and marketing lime
-. such as data on competitive properties for sale In the neighborhood, descriptlon of the prevalence 01 sales ar d financing concessions, etc.):
'Current market condillons are ooed with a strono demand for homes In the. area. Overall marketina time is currentiv Imnrox 3 months. It is
common for sellers to assist buyers with elosino costs.
_ Project Information for PUDs (II applicable) - -Is the developer/bullder In control of the Home Owners' Assocla on (HOA)? l J Yes U No
Approximate tolal number ot units In the sublect project Approximate total nu nbar of units lor sale In the sublec project
Describe common elements and recreational laclDtles:
Dimensions I rreoular Topography Leve
Site area 1..08 acre Comer Lot 0 Yes 0 No Size Tvoi, al
Specific zoning classification and descrlpUon Auri-resldentlal . . Shape Irreo lar
Zoning compliance 0 Legal "...,.0 Legal nonconlo hnnlng (Grandfathered use) 0 Illegal 0 No zoning Drainage Adee uate
. IXI Present use Other uselexolalnl View Aver~oe
Utilities Public Other Off-slle.lmprovements .Type Public P vate Landscaping aver oe
Electrlclty ~ Street asohalt '. ~ Driveway Surface Asot It
Gas 0 CUrb/gutter None' 0 Apparent easements NonE observed
Water 0 well Sidewalk none 0 FEMA Special Flood Hazard Area 0 Yes 0 No
Sanitary sewer 0 seotlc tank Street Kghts None Q FEMA Zone C Map Date 6/111989
Stonm sewer Fi AIIllII None I I FEMA MaD No. 421581 oo6A
Comments (apparent adverse easements, encroachments, special assessments, slide areas, Illegal or legal nOIll onfomllng zoning use, etc.): No adverse
eaSements or encroachments were observed.
UvIno
EXlERIOR DESCRIPTION
Foundation Cone Block
Extel10r Walls Brick
Rool Surface asohalt
Gulters & Dwnspls. Alumn
Window Type dbl huno
StOlllV'Screens ves
Manufactured House no
Dinino Knchen
FOUNDATION
Slab Dart
Crawl Space no
- llasement ves
.. Sump Pump ves
Dampness. no
Setllemenl no
Infestation none evid
Famllv Rm. Rec. Am. Bed oms # Baths
BASEMENT
Area SQ. Ft 1 400
% Finished 0
Gemng iolsts
Walls block
Floor Concrete
Outside Entry ves
INSULATION
Rool _ 0
Cemng ~ ~
Walls ~ 0
Floor .-.D2!lL 0
None _ C
Unknow!l...-.-... L
GENERAL DESCRIPTION
No. 01 Unns 1
No. of Stories 1
Type (Det/AIt.) Detached
Design (Style) ranch
ExIstinlVProposed Exislina
Age (Vrs.) 51
Effective Aoe /Vrs.} 15
ROOMS Fover
:' . RaSBmP.nt
Level 1
. Level 2
. Level 3
finished area above orade contains:
INTERIOR MaterialS/Condition
. Roors Got vlnvVav!l
Walls Plaster/avo
TrimtFlnlsh wood/avo
Bath Roor vlnvVava
Bath Wainscot cerm/avo
Doors holle/avo
Den
6 Rooms' 3 Bedroom/sl:
HEATING Fha KITCHEN eQUIP. Arnc
Type Fha Refr1gerator [f) None
Fuel oil AangetOven [f) Stairs
Condition avo DI~posal 0 Drop Stair
COOLING yes Dishwasher 0 Scutlle
Central ves F;uv'Hood 0 Floor
Other no . . Mlcrowaye 0 Heated
Condltion avo . WaSher/Drver n. finished
Addltional features (special energy elflclenlltems, etc.): Porch, DOle shed 24 x 32.
Laundrv
Other
Area So. Ft.
1 4
15.
1 B th 5\:
AMENITIES
[ Flreplace(s) # None 0
r8J Patio None 0
o Deck None 0
o Porch Porch r8J
r8J Fence None 0
On Pool None 0
rl
1 549 Su are Feel 01 Gross Uvino Area
CAR STORAGE: 2 car 1 cpt
None 0
Barage
Attached
Detached ~
Built-In
arport
Drivewav
# ofcal
~
4
. Condition 01 tho Improvements, depreciation (physical, funcllonal, and external), repairs noeded, QuaDty of consln cllon, remodeling/additions, etc.:
I Drooertv has low inlerlor celli nos aoorox. 7 A. !
Subject
I Adverse environmental conditions (such as, but notlim/ted to, hazardous wasle$, toxic substances, etc.) present n the Improvements, on the site, 0 In the
immediate vicinity of the subject property.: No adverse environmental conditions were observ d on the site or within the n Ilohborhood at the 11m
01 Insoection. '.
Freddie Mac Form 70 6193 . PAGE t OF 2 Fannie Mae Fonm 1004
. Fonm UA2 - 'TOTAl lor WIndows' appraisal software by a la mode, In ,-1-80D-ALAMODE
-.---------------~--~~-'-----..----......---------t"'-.....~.....,....., ....._.....k_... "................,'.. .,_.~.__......._...-.---.,._'-,__.____-----==='--
UNIFORM RESIDENTIAL APPRAI AL REPORT FII No.
ESTIMATEDSITEVALUE ...._.......... ........................3'" $' 45000 Comment onCoslApplllacll(sucllas,soufc olcoslesllmate,sltevalue,
ESTIMATED REPRODUCTION COST-NEW-OF IMPROVEMENTS: square I calculation and lor HUD, VA and FHA, tile estlmaled remaining
DweUlng 1 549 Sq. R. @$ ~ = $ . .121.359. economic lie ollhe property): Cost er s It was derived Irom
1 400 Sq. Ft. @$ ~ = 16.800 Marshal 'and Swift Valuation servie and modilied lor local
9.000 . conditio s.
21.624
.174,783
=$
................... =$
43 696
131 087
15000
191.087
CO PARABLE NO.2
9234 Newb rg Rd
Newbur
1 mile
170,(
t'! .
-2000'
-3,0.
-5 Q!
+301
-5 ()l.
-3,0(
+181
-5 Q(
-201
+7000 +701
'. +2000
11 1
SUBJECT
COMPARABLE NO.1
COMPARABLE NO.3
N/A
Steb-MLS
N/A
Sleb-MLS
161,(
arkel value 01 the real property Ihalls.the subject 01 this report,
tlon that are stated I~ the attached Freddie Mac Form 439/FNMA I 10048 (Revised
EFINED, Of THE REAL PROPERTY THAT.IS THE SUBJECT Of THIS EPORT, AS Of
THE EFFECTIVE DATEOFTHIS REPORT) TO BE $ '161 000
. SUPERVISORY APPRAI ER (ONLY IF REQUIRED):
SI nature
Na
Date e art I ned
StatePa tate Certification #
State . Or State LIe S8 #
. PAGE 20F 2
Form UA2 - 'TOTAL!or Windows' appraisal software by a fa mode, In . -t-800-ALAMODE
o Old 0 D1d~
Inspect Property
State
Stale
Fannie Mae Form 1004
. I ~.
,.........~-~----:---.---_.-.-..~--_._---.._'--_....---'-._~~'_.,-_.__.~ -
BUlldhlg Sketch (Page 1 )
Cumberland
ta Pa
Code 17240-9384
17.5'
34.0' 8.5' 13.0'
Carpo
One Story
26.5' Garage 28.0'
11.0'
50.0'
Form SKT .BldSkI - 'TOTAL lor Windows' appraisal soltWare by a la mode Inc. - 1-800-ALAMOOE
Location Map
Cumberland
Zl Code 17240-9384
\. "
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~ I
11
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'=y
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Fonn MAP .LOC - 'TOT Allor Windows' appraisal soltwa. re by a la mode,
c.-1-800-AlAMODE
MULTI-PURPOSE SUPPLEMENTA ADDENDUM
FOR FEDERALLY RELATED TRA ~S ACTIONS
Ausherman Bros. Real Estate Inc.
Borrower/Client T errv Swooe I
Pwperlv Address 339 Newburn Rd I
City Newburg CouilIv Cumberland ate Pa tip Code 17240-9384
Lender T errv SWOD9 \
I
This Multi-Purpose Supplemental Addendum for FederaHy Related Transactions was designed to provide th a ppralser with a convenient way t~ comply with the current
appraisal standards and requirements of the Federal Deposlllnsurance Corporation (FDIC), the OI1lce of thE C omplroHer of Currency (OCC), Th Dlflce of Thrift
Supervision (OTS),the Resolution Trust Corporation (RTC), and the Federal./leserve, . . \
ThIs Multi-Purpose Supplemental Addendum Is for use will anr appraisal. Onlr thol~
statements which have been checked br the appraiser apply til . the proportr being appr 'sad_
(8) PURPOSE & FUNCTION OF APPRAISAL i
The purpose of the appraisal Is to estimate the market value of the sublect property as deitned herein. Th f . !
Lender In evaluating the sublect property for lending purposes. This Is afederany related transaction. unction ot the appraisal Is to asslfllhe above-named
. .
(8) EXTENT OF APPRAISAL PROCESS i
0 The appralsal.ls. based on the Information gath8f9d bY the appraiser from public records, other iden I "" ....., .'''''00 ... '1"' ....rty ....
neighborhood, and selection 01 comparable sales within the subjeel market area. The original sour e 01 the comparables Is shown In t e Data Source secllon
of the market gild along with the source of confirmation, If available. The original source Is present d first. The sources and data are onsldered reliable.
When confilctlng lnfmmatlon was provided, the. source deemed most reliable has been used. Data elleved to be unreliable was not In luded In the report nor
used as a basis for the value conclusion. '.". . I
0 The Reproduction Cost Is based on Marshall & Swift E~ai~at\~~"S9rvlc~s i
supplemented by the appraiser's knowledge of the local market. II
0 Physical depreclatlonls based on the estimated effective age of the subject property. Functional an or e~emal depreciation, II presei Is speclllcally .
addressed In the appraisal report or other addenda. In estimating the sne value, the appraiser has r lied on personal knowledge of the I cal market. This
knowledge Is based on prior and/or current analysis of site sales and/or abstraction 01 site values fr m sales of Improved properlles. !
'!Zl The subject property Is located In an area of primarily owner-occupied 'slngle family residences and he Income Approach Is not consld~red to be meaningful.
For this reason, the Income Approach was not used. . . .,-, ,,_... +".....re'
0 The Estimated Market Rent and Gross Rent Multlpler utlHzed In the Income Approach are based on t
The rental knowledge Is based on prior and/or current rental rate surveys of residential propertles. T \1e Gross Rent MultipHer Is based 0 prior and/or current
analysis of prices and market rates for residential properties. . . I
0 For Income producing properlles, actual rents, vacancies and exp~nses have been reported and ana ed. They have been used to proj~t future rents,
vacancies and expenses. I
!Zl SUBJECT PROPERTY OFFERING INf.ORM~TIO'"
Accordlng to Owner & MLS i the SUbject property:
!Zl has not been offered for sale In the past: o 30 days . ~ ryear' 0 3 years. I
o is currentlv offered for sate for $ I
o ~ tor sale within the past: 0 30 days ,0 ryear 0 3 years for $ .j
o Offering Information was constdered In the tlnal reconClltltlon of value. I
o Offering Information was nnt considered In the final reconclllaUon of value. I
o Offeilng tnformation was not available. The reasoris tor unavallablllty and the steps taken by the app Iser are explained later In this add~ndum.
0 SALES HISTORY OF SUBJECT PI\OPERTY
According to Cumberland Countv Courthouse the subject property:
o In the past twelve months. !Zlln the past thirty-six months. 01 I
0 Has not transferred n he past 5 years. I
I
0 o In the past twelve months. o In the Past thirty-Six months. 01 n l1e past 5 years. I I
Has transferred
0 All prior sales which have occurred In the past are listed below and reconciled to the appr a ad value, ekher In the body of the eport or In the addenda.
Date SalelPrlce Document /I Sellor Buver
I
IZJ FEMA FLOOD HAZARD DATA l
(8) Subject property ~ In a FEMA Special Rood Hazard Area.
0 Subject property JmaIud In a FEMA Special Rood Hazard Area. .
I Zono FEMA Map/Panel " Map Dato Nallie of Community I
" .,
C 4215810006A 6/1/1989 Ho[ ewell
o The community does not partlcloate In the National ROod Insurance Program.
o The community does parllc\pale In lI1e National Rood Insurance Program.
o It Is covered by a regula[ program.
o It Is covered by an ~ program.
.., , p'~ge 1 of2.
Form MPA3 - 'TOTAL tor WIndOws; appraisal software by a la mode ,I~ . - 1-800-ALAMODE
I
..;
(81
IZl The subject property Is currentlY not under cnntract ,
o The conlracl and/or escrow Instructions were nol available for review The unavaUablllly of the co traclls explained laler in the adden~a section,
o
CURRENT SALES CONTRACT
The contract anlVor escrow Instructions were reviewed The foUowlng summarlzesthe contract:
" "
Contract ~rlce Seller
I
I
r Contract Date Amendment Date
I
IZl The conlractlndicaled that personal properly was imllncluded In the sale.
o The contract Indicated that personal property wasJocJudlld. II consisted of
o
o
o
o
o If concessions or Incentives exls~ the comparables were checked for similar concessions and app prlate adjustments were made, If ppllcable, so
thatlhe IInal value conclusion Is In compliance wllh the ~arkel Valu~ dellned herein,
EStimated co tributory value is $
Personal property was notlnclnded In the flnal value estimate.
Personal property w.asJiIcJullelIln the final value estimate. "
The coniractlndlca!ed no IInanclno concessions or other Incentives. '
The contracllndicaled the foRowlno concessions or Incentives:
IZl MARKET OVERVIEW
Include an explanaUon"oleurrent markel eondlUona nd Irenda.
3
monlhs Is considered a reasonable marketing period for the sublect property based c
SIals from the MLS.
IZl ADDITIONAL CERTIFICATION
The Appraiser cerUlles and agrees that:
(1) The analyses, opinions and conclusions were developed, and Ihls report was prepared, In conform/Iv wllh the Uniform Standards of Pr fesslonal
Appraisal Pracllce ('USPAP'), eXliept thai the Departure Provision 01 the USPAP does not apply.
(2) their compensation Is not contingent upon the reporUng of prel\etermlned value or direction In valu that favors Ihe cause of the client, he amount
01 the value estimate, the attainment of a stipulated resull, or the occurrence of a subsequent event
(3) This appratsal assignment was not based on a requested minimUm valuation, aspeclllc valuation, c the approval of a loan.
[gJ ADDITIONAL (ENVIRONMENTAL) LlMITIN~ CO~D1TIONS
The value esUmated Is based on the assumpllon that the property Is nol negatively affecled by the ex/ste ce of hazardous substances or del flmental
environmental condlllons unless otherwise stated In this report. The appralser Is nol an expert In the Ide itIflcadon of hazardous substances r detrimental
environmental conditions. The appraiser'S routine inspection of and InQul[\es about the sublectproperty id not develop any Informallon tha Indicated
any apparent significant hazardous substances or detrimental environmental conditions which would affe~ the property negatively unless 01 erwlse slaled
In this report. Ills possible that tests and Inspections made by a qualllled hazardous substance and envl onmental expert would reveallhe e/dstence of
hazardous substances or delrlmen\al environmental condnlons on or around the property that would neg; lively affect Its value.
[gJ ADDITIONAL COMMENTS
Reter to attached Ilmllinn conditions.
[gJ
/7.
APPRAISER'S SIGNATURE . ~NSElC~RTlFICATlON
~de
EffeclJVe Oate4-12-2006
Date Prepared 4-13-20 6
Phon # 717-264-6715
Tax 10 # 25-1552788
Appraiser's Signature
Appraiser'S Nama (prlnt) ~,,{ L.Ausherman GAA:'
State Pa 0 License t8l Certification # Ga-OOD149-L
o CO-SIGNING APPRAISER'S CERTIFICAtiON
, , '
o The cQ-slgning appraiser has oarsonallv insoected the subject property, both Inside and oul, and has made an exterior Inspection of all llmparable sales
listed In \he report. The report was prepared by the appralser 'under direct supervision of the co-sign ng appnilser. The co-signing appr Iser accepts
responsibility for the contenls of Ihe report Including the value conclusions and lhe "mltlng coodlllon ,and confirms that the certlllcaliOlI8 apply
fully 10 the co-signing appraiser. ' " . '. I
o The CO-Signing appraiser has not personally InsoBcted Ih8 Inferior lif the sUl1leclpfoperty and:
o has notlnspecled the extel10r of lhe subject property and aM comparable sales "sled In the report. ~
o JIas..JnsJlecle the exterior of the sUb/ecl property and an comparable sales listed In tho report.
o The report was prepared by the appraiser under direct supervls, Ion of the co'slgnlng appraiser. The cp-slgnlng appraiser accepls respon Iblllty for the
contents of the report, Including the value conclusions and the timlting conditions, and conllrms thaI he cerllflcaUons apply fully 10 Ihe c -signing
appraiser wllh the exception of the cerUfication regerdlng physical Inspections: The above descl1bes he level of Inspecllon performed b Ihe
co-signing appralser. . I
o The co-slgnlng appraiser's level of lnspecllon, InvolvemenUn the apjJralsalllrocess and certificallon re covered elsewhere in the adden~a section
of this appraisal.
o CO-SIGNING APPRAISER'S SIGNATURE & LlCENSE/CERTIFIC'iI'ION
,
Co-Signing
Appraiser's Signature
Co-Signing Appraiser's Name (print)
State 0 License
" Effilc~ve Dale
o CertlflcaUon #
Dale Prepared
Phone # _
Tax 10 #
Page 2 of 2
Form MPA3 - 'TOTAL lot' Windows' appraisal softWare by a la mode, nc. -l-SQO-ALAMOOE
Subject Photo Pag
Cumberland
S Ie Pa
e 17240-9384
ubject Front
339 Newbur Rd
Sales PrIce
Gross Uvlng
Tolal Rooms
T alai Bedrooms
T alai Balhrooms
locallon
View
SKe
Quality
Age
1,549
6
3
1
Average
Average
1.08 acre
Brlcklavg
51
S blect Rear
su~o.t Stro..
l~.;/:~;X:"
I:n....... nl(\I)~.c:. (\n
...."T.. '-~!'1~~;:;i~;~";':'~._I~~'~..~". I. -."- 'M
ZI Gode' 17240-9384
Co parable 1
241 Three S Uare Hollow Rd
Prox. 10 SUbject 2 miles
Sale PrIce 169,900
Gross living Ar a 1.664
Total Rooms 6
T olal Bedrooms 3
T alai Bathrooms 2
LocaUon Average
View Average
Site .45 aacra
Quality Brk aVavg
Age 21
Co
9234 Newbu
Prall. to Sub)ect
Sale Pllce
Gross living Area
Total Rooms
T alai Bedrooms
Total Bathrooms
Locatlon
View
Site
Quality
Age
parable 2
Rd
1 mile
170,000
1,364
6
3
2
Average
Average
1.10 Ac
BrlckJavg
27
i
comtarable 3
253 Pattison 0
Prox. to Subject 6 miles
Sale Pllce ' 170,000
Gross living Area 1,456
Total Rooms 6
Total Bedrooms 3
T alai Bathrooms 2
LocaUon Good
View I Average
SIte : .29 Ac
Quality Brk vin
Age 9
.. onn AI a..nnr
':" .:--..1.:,
~:;~,-i .l
;~'.~ r.:~ ':;.:.:',:
. f ~ -~.... '
>,.I,tO
'",,', ' I
:,p:!,~,,:,..<.\ I
DEFINITION OF MARKET VALUE: 'The most Prob~~I~'P~~~,~~ICha'pioperty sh,OUld bI1ng In a competitive and open I' market under all condillons
requisite to a fair sale, the buyer and seller, each acting prndently,l~iMIlldg~ablY ,~dassumlng e price Is not affected by undu stimulus, Implicit In this
definition l~ the consummation of a sale as of a specified date and the' 'passing 'of':lItIe from seller 10 buyer under conditions where : (1) buyer and seller are
typically motivated; (2) both partles are, well Informed or well advlsed,and ,Q~oh 39flrig in What, he c siders his own best interest; (3) reasonable time Is allowed
for exposure In the open market; (4) payment Is made In terms ofoash:!ryJJ.S,:dellars orin .terms o financial arrangements compara e therelo; and (5) the price
represents the normal consideration for the property sold unaffected :by.l~peqlal ,9f. creatiVe flnancin or sales concessions' granted by anyone assoclaled with
the sale, , H', '" :" ' ,
'......./
· Adjustments to the comparables must be made for' ~pecial ,oi' creative financing, or s es concessions. No adjustme ts are necessary
for those costs which are normally paid by sellers as a fesutt' of tradillonor law In market area; these costs are readily Identifiable
since the seller pays these costs In virtually all saie~.:;t?Qsac<<oQS/ Special, Qr cre ve financing adjustments can be made 10 \he
comparable property by comparisons to financing terms' Qq~: by 'a third partY Insti onal lender that Is not alread Involved In the
property or transaction. Any adjustment shoul~ no\: be. cal~.u!ated On' a ,n\echanical doll r lor dollar cost of the financl or concession
, but the dollar amount ot any adjustment should' appw~;h~je\ 'the 'market's reaction 0 the finanCing or concesslo based on the
appralse~s judgement ' , .,
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STATEMENT OF LlMlnNa,:G'Q~"'~T'O~'$.;:4NiJ A
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CONTINGENT AND LIMITING CONDITli)NS: ': 'f!Illap,~;alse'r's.'cert~li:atlon that a pears In the appraisal report I subject to the following
conditJons: , :'," ::'
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1. The appraiser will not be responsible for matters of a legal nature that affect either the property b ng appraised or the title to iI. e appraiser assumes that
the title .'sgood and marl<etable and, theretore, will not ~nder imy,O~lnl?ns ,abo~~ the ~lUe, The prop rty Is appraised on the basis of II being under responsible
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2. The appraiser has provided a sketch in the appraisal report to ~6;;W::~pproximate,,;dlmenSlons of t e Improvements and the sketch Is Included only to assist
the reader of the report In vlsuaRzlng the propeity and understanding the. apP!lIlllers Hetermlnatlon of ils size. ,
3, TIle apptalser has examlned the available flood maps that are proYldefp,y ihe: Fddeial Emergency anagement Agency (or other dJ sources) and has noted
In the appraisal report whether'the subject site Is located in an Identifl~,~Sp6~laIFIo\KI'Hazard ,Area, ecause the appraiser Is not a ~rveYor, he or she makes
no guarantees, express or Implied, regarding this determination. . I
4. The appraiser will not give testimony or appear In court because ~~' or' she made an,' appraisal of e property In question, unless Jeclflc arrangements to do
so have been made beforehand, '. 1
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5. The appraiser has estimated the value ot the land In the:post: app'(d~o~ al.l,ts highest and besl u e and the improvements at their conbibutory value, These
separate valuations of the land and Improvements must not ke' ,Iised, 'In co~J~ncuon with any other appraisal and are Invall It they are so used.
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6. The appraiser has nrited In the appraisal report 'any adversp.',~2nd)tl()ns (s~ch 'M.. needed repal , depreclallon, the presence ot hazardous wastes, toxic
substances. etc.) observed during the Inspecllon of the sub/ept ,propertrpf that.M'orshe became a are of during the normal resear h Involved In pertorming
the appraisal. Unless otherwise stated In the appraisal repo~.; itfe411P'p~~lsertiils";PQ" ~nowledge of ny hidden or unapparent cond 'ons of the property or
adverse environmental conditions (Including the presence Ofb~f!!oli~ "Wastes:to~csUbsfances, etc.) at would make the property m re or less valuable, and
has assumed that there are no such conditions and, mak~: 1I~" guararttees or' warranties, express implied, regarding lhe cond' 01 the property. The
appraiser will not be responsible for any such conllfilons that dp,. e*t or for any englneerfng or estlng that might be required t discover whether such
conditions exist Because the appraiser Is not an' expert 10' :\he' . field of, environmental hazards the appraisal report must n be 'considered as an
environmental assessment of the property. '.""
7. The' appraiser obtained the InformaUon, estimates, 'and, 'opi~lon~ :lti~t wo:e ~ressed In the appra sal report from sources that hel or she considers to be
reliable and believes them to be' tnJe and correct. The appraiser dOes not assume responsibility for he accuracy of such lIems Ihat were fum/shed by other
parties, " " , ' ,
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B. The appraiser will not disclose the contents ot the a~prais'~I: rep~rt excepia;' pr~id~d for In ~ Uniform Standards of profes~lonal Appraisal Practice.
9. The appraiser has based his or her appraisal report and"V;I~~~~n~'~QnCI~slon' jor' an appralsa that is sublect to SatiSfactory! completion, repairs, or
allei"allons on the assumption that completion of the Improvements will be performed:/n a workmanlike manner. i
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10. The appralser must provide his or her prior Wlitten consent:before the,'lender/cllent specified I the appraisal report can diSIl1~te the appraisal report
Oncludlng conclusions about the property value, the a,p"praiser'S,,' ,Id" e, "n tily and p,rofessl,onal deslg allons, and refereOces to an proressional appraisal
organizations or the IIrm with which the appraiser Is assoclaled) to' ~nyone other than the borrower, th mortgagee or Its successors an assigns; the mortgage
insurer; consuttants; professional appraisal organizations; any state"or 'fedarahy approved financial i titution; or any department, ag ncy, or Instrumentality
of the United States or any state or the Dlslrlct of Columbia; : '!Xc ept, tllaithe 'lender/client may ,distribute he property descrtption section 0 the report only 10 data
collection or reportlng servlce(s) without having to obtain the ,ilPprar~er's prior,wiltten consent, e appraise~s written consent ~nd approval must a/so
be obtained before the appraisal can be conveyed by a~yo~e 'to the "public through adverti ing, public relations, news, ~ales, or other media.
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Freddie Mac Form 439 6-93
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palie 1 ,of 2
Fan e Mae Form 1004B 6-93
, Ausherman Bros. Real Eslate Inc,
Form ACR - 'TOTAL for WindOws' appraisal software by a la mode, In . -1-800-ALAMOOE
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APPRAISER'S CERTIFICATION: The Appraiser certitres an~ agrees that:
1. I have researched the subject market area and have se~ted a: m\oInium of three recent sales 01 properties most similar and proximate to the subject property
for consideration In the sales comparison analysis and have made a dollar a~justment when appropn te to reflect the mal1<et reaction to those items of significant
variation. If a significant Item In a comparable property Is supel10i to, or more lavorable than, the s blect property, I have made a n~allve adjustment to reduce
the adjusted sales price of the comparable and, II a slgnlllcant'ltelil!lri'~ tomparable"property Is Infllli 10, or less favorable than the SUbject property, I have made
a poslUve adjUstment to Increase the adjusted sales price 01 the comparabl~.
2, I have taken Into consideration the factors that have an Impact o~'~~IU~' In my d~velopment of the estimate 01 market value In the appraisal report. I have not
knowingly withheld any significant Information Irom the appraisal report'and I beUeVe, to the best my knowledge, that all statements and Inlormation In the
appralsal report are true and correct.
3. I stated In the appralsal report only my own personal, unbiased, aillt.profllSslonal ana~sls, opinion, and conclusions, which are SUbject only to the contingent
and limiting conditions specified In this form. '.'
4. I have no present or prospective Interest In the property Iha\Js Ih~ subject fi} this reporl, and I h ve no present or prospective personal Interest or bias with
respect to the participants In the transaction. I did not base, either partially or cOf]1pletely, my analysi and/or the estimate 01 market value In the appraisal report
on the race, color, religion, sex. handicap, lamllial status, ornallonalo~ginoleilher the prospective 0 ers or occupants 01 the subject property or 01 the present
owners or occupants 01 the properties In the 'l\clnlty of the SUbject property: . . .
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5. I have no present or contemplated future Interest In the subject Property, )md neither my current or ulure employment nor my complllsation lor pel1onn1ng this
appraisal Is contingent on the appralsed value of the property. .
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6. I was not required to report a predetermined value or direction ih.,val~e !hallav~,the cause 01 the Iient or any related party, tile amount 01 the value estimate,
the attainment of a specific result, or the occurrence of. a subsequent ey~ni,ln ord~r to/seelve my c nsatlon amVor employment for 'performing the appraisal. I
did not base the appralsal report on a requested minimum valuation, a spec"lc~a1uatlon, or .thtl need to appro e a specUlc mortgage loan.
7. I pel10rmed this appraisal In conlormlty with the Unllom1 Sta'ndall\s of ProfeSslonai Il.ppralsal Pea tlce that were adopted and promulgated by the Il.ppralsal
Standards Board 01 The Il.ppralsal foundation and that were In pla~e .aso! the effective date ollhls app /sal, with the e1ceptlon 01 the departure provision of those
Standards, which does not apply. I acknowledge thai an estl,jJate of aJeasonable time for exposure In th open market Is a condition In the deflnlllon of market value
and the estimate I developed Is consistent with the marketing time noted In the neighborhood sectn 01 this report, unless I have otherwise stated In the
reconciliation section. . ,
8. I have personally Inspected the Interior and exterior areas of ,he stib)eCt property and the extenor of all properties listed as com parables In the appraisal report.
I lurther certify that I have noted any apparent or known adverse conditions in the subject Improvement > on the subject site, or on any ,site within the Immedlale
vicinity o! the subject property 01 which I am aware and have made i1rljusltnents lor ltIese adverse cornlll ons In my analysis 01 the property value 10 the extent that
I had mal1<et evidence to support them. I have also commented about. the eff!lCt 01 the ~dverse conditions on e marketability 01 the sublect property.
9. I personally prepared all conclusions and opinions about the real.estate that were set forth In e appraisal report. If I relied on slgnlflcant professional
assistance from any tndl'l\dual or Individuals In the pel10nnance of lhe,.appl1isa.Lor the preparation of e appraisal report, I have named such Indlvldual(s) and
disclosed the specillc tasks perfonned by them In Ihe reconciliation section of this appraisal report. I rilly lhat any Individual so named Is qualified to perform
the tasks. I have not authorized anyone to make a change to any Item In the report; therefore, II an una ortzed change is made 10 the appraisal report, I will take
no responsibility for It.
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SUPERVISORY APPRAISER'S CERTIFICATION: . II a super'llso,y appraiser signed he appralsal report, he or she cerlltles and agrees that
I directly supervise the appralser who prepared the appraisal reporl;. have reviewed. the 'appraisal report, a 'e with the stalemenls and conclusions 01 the appralser,
agree to be bound by the appraiser's certlllcatlons numbered ~ through} ~bOV~i and am laking lull responslblli for the appraisal and the appraisal report.
APPRAISER:
Y APPRAISER (only If required):
SlgnabJre:
Name: Tim L.Au
Date Signed: 4-1-2
Stille Certification #: a-000149-L
or Stale License #:
State: Pa
Expiration Date of Cerllncatlon or License: 6/30/2007
Signature:
Name:
Date Signed:
Stale Certillcanon
. or State License #
Slate:
Expiration Date of ertlllcatlon or License:
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.. 0 Did
Did Not Inspect Property
Freddie Mac Form 439 6c93
Page'2 012
Fannie Mae form 10048 6-93
Form ACR - 'TOTAL lor WIndows' appralsalsoRware by a la mode, In . - 1-800-Il.LAMODE
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COVER'S AUTO WRECKERS
335 Newburg Road
Newburg, PA 17240
408262
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