HomeMy WebLinkAbout06-21-06 (2)
OFFICIAL USE ONLY
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
REV -1500 EX + (6-00)
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FILE NUMBER
21-05-0984
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Martin Thelma L.
DATE OF DEATH (MM-DD-YEAR)
200-22-5221
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
COUNTY CODE
YEAR
NUMBER
SOCIAL SECURITY NUMBER
DATE OF BIRTH (MM-DD- YEAR)
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
3. date of death
. Remainder Return prior to 12-13-82)
5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
X 6. Decedent Died Testate
2. Supplemental Return
4a. Future Interest Compromise (date of death after 12-12-82)
7. Decedent Maintained a LIving Trust 0
(Attach copy of Will) (Attach copy of Trust)
o 9. litigation Proceeds Received 010. Spousal Poverty Credit 0 11. Election to tax under Sec. 9113(A)
(date of death between 12-31-91 and 1-1-95) (Attach Sch 0)
NAME COMPLETE MAILING ADDRESS
Robert C. Schollaert Es .
FIRM NAME (If Applicable)
Black and Davison
TELEPHONE NUMBER
82 West Queen Street
Chambersburg, PA 17201
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64-5194
Real Estate (Schedule A) (1) 227,000.00
Stocks and Bonds (Schedule B) (2) None
Closely Held Corporation, Partnership or (3) None
Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D) (4) None
5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 68,614.22
(Schedule E)
6. Jointly Owned Property (Schedule F) (6) None
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) 26,390.03
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7) (8)
9. Funeral Expenses & Administrative Costs (Schedule H) (9) 40,461.46
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 67 , 915 . 55
11. Total Deductions (total Lines 9 & 10) (11)
12. Net Value of Estate (Line 8 minus Line 11) (12)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been (13)
made (Schedule J)
14. Net Value Sub"ec:t to Tax (Line 12 minus Line 13) (14)
213,627.24
OFFIOf;q USE ONLY
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322,004.25
108,377.01
213,627.24
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SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, ortransfers under Sec. 9116(a)( 1.2)
16. Amount of Line 14 taxable at lineal rate 213,627 . 24
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20. X
x
X
X
X
.0 0
.0 45
.12
.15
(15)
(16)
(17)
(18)
(19)
0.00
9,613.23
0.00
0.00
9,613.23
Copyright (c) 2000 form software only The Lackner Group, Inc.
Form REV-1500 EX (Rev. 6-00)
C"./
1 Decedent's Complete Address:
STREET ADDRESS
711 Brenton Street
CITY I STATE I ZIP
Shippensburg PA 17257
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
9,613.23
0.00
Total Credits ( A + B + C) (2)
0.00
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty ( D + 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. (SA)
B. Enter the total of Line S + SA. This is the BALANCE DUE. (SB)
Make Check Payable to: REGISTER OF WILLS, AGENT
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1.
0.00
0.00
9,613.23
0.00
9,613.23
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
without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3. Did decedent own an "in trust for" or payable upon death bank account or security at his
or her death? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property
which contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . W
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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IN THE APPROPRIATE BLOCKS
Yes No
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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. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON R SPONSIBLE FOR FILING RETURN
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Jay Lightfoot
691 Broad Street
-----------------------------------------------------
Chambersbur , PA 17201
Black and Davison
82 West Queen Street
- - -Chamber~-b~r- - - -PA-- - i-:ii6i- - - -- - -- - - - - -- - - - - - - --
DATE
~!~OI06
DATE
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is 3% [72 P.S. 9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving so""-
[72 P.S. 9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requjr"~
and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
?f assets
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 you
parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 9116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is .
[72 P.S. 9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S.
Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood l
Copyright (c) 2000 form software only The Lackner Group, Inc.
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... rtcV-1500 EX (Rev. 6-00)
ADDITIONAL Personal Representatives
Estate of Thelma L. Martin SS# 200-22-5221 10/01/2005
*****************************************************
Under penalties of perjury, the undersigned declare that they
have examined this return, including accompanying schedules and
statements, and to the best of their knowledge and belief, it is
true, correct and complete.
~&--~~
Signature
Name
Address Line 1
Address Line 2
City, State, Zip
Robin Ann Mitchell
455 East King Street
Shippensburg, PA 17257
Date
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REV-15~2 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Thelma L. Martin SS# 200-22-5221 10/01/2005 21-05-0984
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price
at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable
knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
DESCRIPTION
NUMBER OF DEATH
1 Real estate lying and being situate in the Borough of 147,000.00
Shippensburg, Cumberland County, Pennsylvania, and having a
street address of 711 Brenton Street, Shippensburg, Pennsylvania,
date of death value - as per appraisal
SCHEDULE A
REAL ESTATE
2
Real estate lying and being situate in the Borough of
Shippensburg, Cumberland County, Pennsylvania, and having a
street address of 453-455 East King Street, Shippensburg,
Pennsylvania - as per agreement of sale
80,000.00
TOTAL (Also enter on line 1, Recapitulation) $ 227,000.00
(If more space is needed, insert additional sheets of the same size)
Copyright (e) 1996 form software only CPSystems,lne. Form REV-1502 EX (Rev. 1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Thelma L. Martin
, REV-1508EX+(1-97)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
5511 200 - 22 - 5221
10/01/2005
FILE NUMBER
21-05-0984
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
NUMBER DESCRIPTION
1 Cash - in decedent's possession
2 Coins - found in residence
3 Internal Revenue Service - 2005 personal income tax refund
4 M&T Bank checking account #67387411 - date of death value
Accrued interest on item 4 to date of death
5
2002 Ford Focus Wagon - date of death value as per Kelley Blue
Book
VALUE AT DATE
OF DEATH
22.00
94.43
363.00
3,636.15
0.56
6,730.00
9,325.00
247.16
1,676.65
476.01
23,011. 25
13,484.00
5,720.00
1,092.00
37.34
67.99
1,055.22
1,575.46
6
2004 Ford Focus Sedan - date of death value as per Kelley Blue
Book
TOTAL (Also enter on line 5, Recapitulation) $ 68,614.22
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1508 EX (Rev. 1-97)
7
Act II Consignment Shop - proceeds from sale of clothing
Act II Consignment Shop - proceeds from sale of clothing
Act II Consignment Shop - proceeds from sale of clothing
Gateway Gallery Auction - proceeds from sale of personal property
Gateway Gallery Auction - proceeds from sale of personal property
Personal Property - as per appraisal
Social Security Administration - benefit due decedent at
time of death
8
9
10
11
12
13
14
State Employees Retirement System - benefit due decedent
at time of death
15
Thrift Financial - proceeds due decedent at time of death
16
Wachovia Fund - proceeds due decedent at time of death
17
American Equity Life Insurance Company annuity #108585 -
benefit owed decedent at time of death
REV-1510 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Thelma L. Martin
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
SSIf 200-22-5221
10/01/2005
FILE NUMBER
21-05-0984
This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes.
DESCRIPTION OF PROPERTY % OF
ITEM RELAW8k~A>I~ t~b~~~5~~ir~J~~~1flt'tEJF t~~~RSFER. DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE
NUMBER ATTACH ACOPYOF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE)
1 American Equity Investment 26,390.03 100.00% 26,390.03
Life Insurance Company
annuity account 1f108585,
beneficiary Robin Ann
Mitchell - date of death
value
TOTAL (Also enter on line 7, Recapitulation) $ 26,390.03
(It more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc.
Form REV-1510 EX (Rev. 1-97)
REV -1511 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Thelma L. Martin
SS1f 200 - 22 - 5221
10/01/2005
FILE NUMBER
21-05-0984
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER
A.
B.
AMOUNT
DESCRIPTION
1
FUNERAL EXPENSES:
Foge1sanger-Bricker Funeral Home, Inc. - funeral expense
8,139.00
2
Jay Lightfoot - reimbursement for grave opening
400.00
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s) Jay Lightfoot
Social Security Number(s) / EIN Number of Personal Representative(s) 204 - 26 - 9570
Street Address 691 Broad Street
City Chambersburg State PA Zip 17201
5,934.21
Year(s) Commission Paid:
2006
2.
3.
Attorney's Fees Black and Davison
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
12,618.42
City
Relationship of Claimant to Decedent
State
Zip
4.
Probate Fees
Register of Wills of Cumberland County
15.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
1
Other Administrative Costs
Ausherman Brothers Real Estate - appraisal fee on 711 Brenton
Street, Shippensburg, PA
275.00
2
Ausherman Brothers Real Estate - appraisal fee on 453-455 East
King Street, Shippensburg, PA
450.00
3
Gateway Gallery Auction - auctioneer's fee on sale of personal
property
4,602.25
4
Gateway Gallery Auction - packing for sale of personal property
2,235.00
5
Gateway Gallery Auction - auctioneer's fee on sale of personal
2,696.80
Total of Continuation Schedule(s)
3,095.78
TOTAL (Also enter on line 9, Recapitulation) $ 40 ,461 .46
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1-97)
Estate of: Thelma L. Martin
Soc Sec #: 200-22-5221
Date of Death: 10/01/2005
Item
#
Continuation of Schedule H-B7
(Other Administrative Costs)
Description
Amount
property
6
Gateway Gallery Auction - packing and organizing for sale of
personal property
472.50
7
John F. Kohler, Jr. - appraisal
85.00
8
M&T estate checking account #9840560974 - check charge
9.12
9
Terry L. Shetter - dumpster usage and trash removal from 711
Brenton Street, Shippensburg, PA
750.00
10
The Sentinel - legal notice
208.00
11
Black and Davison - administration expenses advanced
471.16
12
Black and Davison - reserve for closing costs
300.00
13
Cumberland County Recorder of Deeds - transfer tax on sale
of 453-455 King Street, Shippensburg, PA 17257, to Rasmussen
800.00
3,095.78
, REV-1S12 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCETAX RETURN
RESIDENT DECEDENT
ESTATE OF
Thelma L. Martin
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE liABiliTIES, AND liENS
SSi! 200 - 22 - 5221
10/01/2005
FILE NUMBER
21-05-0984
Include unreimbursed medical expenses.
ITEM
NUMBER I
1 Borough
Street,
DESCRIPTION
of Shippensburg - final utilities due on 711 Brenton
Shippensburg, PA
AMOUNT
125.11
2
Cumberland Valley Medical Services - debt of decedent
110.00
3
Diamond Pharmacy Service - debt of decedent
218.19
4
First Commonwealth Bank - installment loan account #9812-006163
date of death balance
5,152.38
5
M&T Bank Home Equity Loan account #1403510 on 711 Brenton Street,
Shippensburg, Pennsylvania - date of death balance
53,767.83
6
M&T Bank checking account #67387411 - checks written prior to
death but presented for payment after death
4,207.42
7
Penelec account #100011571229 - debt of decedent
90.00
8
Rickart Collection Systems, Inc. - Chambersburg Imaging Assoc.
account #H230446961/091205 - debt of decedent
54.00
9
Shippensburg Health Care Center - debt of decedent
4,150.00
10
Sunoco credit account #5012-9132036 - debt of decedent
40.62
TOTAL (Also enter on line 10, Recapitulation) $ 67 , 915.55
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1-97)
REV-1S13 EX + (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIAR IES
ESTATE OF
Thelma L. Martin
SS# 200-22-5221
10/01/2005
FILE NUMBER
21-05-0984
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
Do Not List Trustee(s) OF ESTATE
1
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and
transfers under Sec. 91 16(a)(1.2)]
Robin Ann Mitchell
455 East King Street
Shippensburg, PA 17257
Daughter 100% of
residuary
estate
NUMBER
I.
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART 11- 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)
Copyright (c) 2000 form software only The Lackner Group, Inc.
0.00
Form REV-1513 EX (Rev. 9-00)
II
"
LAST WILL AND TESTAMENT
I, Thelma L. Martin, of 711 Brenton Street, Shippensburg, Cumberland County,
Pennsylvania, revoke all my prior wills and declare this to be my Last Will and Testament.
1.
I direct the expenses of my last illness, funeral and burial shall be paid from my estate as
soon as practicable after my death.
2,
I give the residue of my estate to my daughter, Robin Ann Mitchell, provided she survives
me by thirty (30) days.
3.
In the event my daughter, Robin Ann Mitchell should predecease me or if we should die in
a common disaster, then in either ofthose said events, I give, devise and bequeath all of my property
to my sister, Violet Helm, my brother, Jay Lightfoot and my sister, Jane Cline, in equal shares. In
the event that my brother or either of my sisters shall predecease me, I direct that their share shall
lapse and be added to the shares of my surviving brother and sisters.
4.
I nominate, constitute and appoint my daughter, Robin Ann Mitchell and my brother Jay
r,)
...., ,
Lightfoot, as Co-Executors of this my Last Will and Testament. I direct that no Executor or
Executrix named, nominated or appointed hereunder shall be required to post bo~<i) or give any
security of any type for any purpose whatsoever, any law or rule of court of the Com!TI,onwealthof
Pennsylvania or any other jurisdiction to the contrary notwithstanding.
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IN WITNESS WHEREOF, I have hereunto set my hand and affixed my seal the ~3'raay
of ~N "'-4 ry , 200 l.
.
-:j/~L ;;L AI ~
Thelma L. Martin
Signed, sealed, published and declared as and for her Last Will and Testament by Thelma
L. Martin, the above-named Testatrix, in the sight and presence of us, who at her request and in the
sight and presence of her and each other, have hereunto subscribed our names as witnesses on the
day and year last above written.
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COMMONWEALTH OF PENNSYLVANIA
SS
COUNTY OF FRANKLIN
I, Thelma L. Martin, Testatrix whose name is signed to the attached or foregoing instrument,
having been duly qualified according to law, do hereby acknowledge that I signed and executed the
instrument as my Last Will and Testament; and that I signed it willingly and as my free and
voluntary act for the purposes therein expressed.
Sworn to or affirmed and acknowledged before me by Thelma L. Martin, the Testatrix, this
,-J
~ day of Ja.,vtLa.ry ,2001.
_1/tL .Y ~ /uZ ~,
Testatrix '
~A.~
NOtary
Notarial Seal
lynann M. Funk, Notary Public
Chambersburg Bora, Franklin County
My Commission Expires Feb. 29, 2004
~~8mber, P"nr'>'I".'i'I(1lfl Agsocia1iOn of Notanes
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COMMONWEAL TH OF PENNSYL VANIA
ss
COUNTY OF FRANKLIN
We, Jo)L c~ (f. fhJ~Y ando1<J6t'r t- C. J;h~~rl,thewitnesscswhose
names are signed to the attached or foregoing instrument, being duly qualified according to law, do
depose and say that we were present and saw the Testatrix sign and execute the inst1li1ment as her
Last Will and Testament; and that the Testatrix signed willingly and executed it as ~er free and
voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and
sight of the Testatrix signed the will as a witness; and that to the best of our knowledge the Testatrix
was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue
influence.
Sworn to or affirmed and subscribed to before me by -:t)L (e. (( rr; j by and
, r/'
0(0 b f'r t- ( fclv//ut>i'f, witnesses, this ~_ day of Uu^'" 1tr1/ , 2001.
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Witness
~~~~.,~,
Notary
I . Notarial Seal
! -. Lynann M, Funk, Notary Public
i Lhambersburg Boro, Franklin County
L:~y Commissio'n Expires Feb. 29, 2004
;J """"", "'"r"""!"".,l."a '\.ssOC::>llon 01 I\lotanes
-4-
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File No.
County Cumberland
$tale-.E?__
Zip Code 17257-2115
APPRAISAL AND REPORT IDENTIFICATION
This appraisal conforms tOQn~ of the following definitions:
Complete Appraisal (The act or process of estimating value, or an opinion of value, performed without invoking the Departure Rule.)
Limited Appraisal (The act or process of estimating value, or an opinion of value, performed under and resulting from invoking the
Departure Rule.)
This report is one of the following types:
Self Contained (A written report prepared under Standards Rule 2-2(a) of a Complete or Limited Appraisal performed under STANDARD 1.)
X Summary (A written report prepared under Standards Rule 2-2(b) of a Complete or Limited Appraisal performed under STANDARD 1.)
Restricted (A written report prepared under Standards Rule 2-2(c) of a Complete or Limited Appraisal performed under STANDARD 1
for client use only.)
Comments on Standards Rule 2-3
I certify that, to the best of my knowledge and belief:
The statements of fact contained in this report are true and correct.
The reported analyses, opinions, and conclusions are limited only by the reported assumptions and limiting conditions, and are my personal, impartial, and unbiased
professional analyses, opinions and conclusions.
I have no (or the specified) present or prospective interest in the property that is the subject of this report, and no (or the specified) personal interest with respect to the
parties involved.
I have no bias with respect to the property that is the subject of this report or the parties involved with this assignment.
My engagement in this assignment was not contingent upon developing or reporting predetermined results.
My compensation for completing this assignment is not contingent upon the development or reporting of a predetermined value or direction in value that favors the cause
of the client, the amount of the value opinion, the attainment of a stipulated result, or the occurrence of a subsequent event directly related to the intended use of this appraisal.
My analyses, opinions and conclusions were developed and this report has been prepared, in conformity with the Uniform Standards of Professional Appraisal Practice
I have (or have not) made a personal inspection of the property that is the subject of this report.
Comments on Appraisal and Report Identification
Note any departures from Standards Rules 1-2, 1-3, 1-4, plus any USPAP-related issues requiring disclosure:
:::::7PPRAISER (only If required):
Name: John D. Aush,efD'Jan, SRA
Date Signed November 23,2Q05
State Certification #: GA-00014~~_
or State License #:
State P A
-~---
Expiration Date of Certification or License: 6/30/2007
Signature
Name: Da'. J. C
Date Signed' No mber 23 2005
State Certifica . #: RL-003677 L
or State License #
State: PA
Expiration Date of Certification or License:
6/30/2007
Did Did Not Inspect Property
Ausherman Bros. Real Estate Inc.
Form 102 - "TOTAL for Windows" appraisal software by a la mode, inc. - 1-800-ALAMODE
FileNo.
_____~~_CltY_;;_hjp~flsbu~____ State Pa Zip Code 17257-2115
__. ___~____ County Cumberland
__~_____Tax YeaL 2005__RLJaxes $ 1 ,200.00 Soecial Assessments
Current Owner Estate of Thelma L Martin Occu ant: :. Owner Tenant
Leasehold Pro'ect T e PUD Condominium HUD A onl HOA $ N/A
Map Reference 32-33-1871-014 Census Tract 0132.00
Descri lion and $ amount of loan charaes/concessions to be oaidlJy seller N/a
Address
Address 229 North Second Street Chambersbur PA 17201
Predominant Single family housing Present land use %
PRICE AGE .
occupancy $(000) (yrs) One family 70
Owner 95 85 10 2-4 family
Tenant 5 225 100 Multi-family ____ To:
Vacanl (0-5%) Commercial
Vacant
llUoJllvllrlU/1 LJIUJ, lI1,JUI l-..HUlv 1111.1.
UNIFORM RESIDENTIAL APPRAISAL REPORT
711 Brenton St
Rural
Under 25%
Slow
Declining
n lOver supply
Over 6 mos.
30
0.00
Vacant
Mo.
Land use change
Not likely ! . Likely
In process
Market conditions in the subject neighborhood (including support for the above conclusions related to the trend of property values, demand/supply, and marketing time
-- such as data on competitive properties for sale in the neighborhood, description of the prevalence of sales and financing concessions, etc.):
Overall market conditions in the area have remained steady. Overall supply and demand appears to be in balance at resent Current marketin
time in the area is approx 120 days. It is common for sellE;rs to assist b!Jyers with c10sinq costs.
Project Information for PUDs (If applicable) - - Is the developer/builder in control of the Home Owners' Association (HOA)? Yes
Approximate total number of units in the subject project N/A Approximate total number of units for sale in the subject project
Describe common elements and recreational facilities:
Dimensions no plat provided -1 Topography slo in to the rear
Site area 0.38 ac Corner Lot . Yes rx No Size Tical
Specific zoning classification and description Residential I Shape no lat rovided
Zoning compliance Legal Legal nonconforming (Grandfathered use)! Illegal i No zoning I Drainage ade uate
Hi hesl & best use as im roved: i Present use . Other use ex lain I View Averag~_
Utilities Public Other Off-site Improvements Type Public Private i Landscaping averaqe
Electricity Street Asphalt _ _ ___ Driveway Surface Asphalt
Gas Curb/gutter Concrete Apparent easements None observed
Water Sidewalk Concrete FEMA Special Flood Hazard Area --- Yes ~ No
Sanitary sewer Street lights Yes FEMA Zone C Map Date 3/15/1979
Storm sewer Aile None FEMA M3!l No. 4203680001A
Comments (apparent adverse easements, encroachments, special assessments, slide areas, illegal or legal nonconforming zoning use, etc.):
easements or encroachments were observed.
EXTERIOR DESCRIPTION
I Foundation Block
no
no
full
no
no
BASEMENT
___ Area Sq. Ft 1 ,189
% Finished 70
Ceiling plastE?!
Walls anel
Floor ww
Outside Entry no
Den
1
# Baths
Laund~Other
3
. -I __~
6 Rooms'
I HEATING
I Type
! Fuel
I Condition av
COOLING
Central no
Other N/a
Condition
Additional features (special energy efficient items, etc.):
-t
Finished area above rade contains:
INTERIOR Materials/Condition
- Floors Cpt,vin/avq
Walls plaster/pnl/ avq
Trim/Finish wood/av
Bath Floor ww/av
Bath Wainscot tile/ av
Doors Hollc/av
1 Bath s . 1 189
AMENITIES
Fireplace(s) # None
Patio None
Deck none
Porch por/e. por
Fence None
Pool none
Condition of the improvements, depreciation (physical, functional. and external), repairs needed, quality of construction, remodeling/additions, etc.
or locational obsolescencelNere noted by the appraiser Appraiser noted no deferred I1}~Lnt~nance
No
N/A
No adverse
I INSULATION
Roof
Ceiling
Walls
Floor
None _~_
Unknown X
Area S . Ft.
1 189
1 189
S uare Feet of Gross Livin Area
I CAR STORAGE: none
I None
; Garage # of cars
Attached
Detached
Built-In
Carport
Drivewa 2.
No functional
Adverse environmental conditions (such as, but not limited to, hazardous wastes, toxic substances, etc) present in the improvements, on the site, or in the
immediate vicinity of the subject property.: No adverse environmental conditions were observed on the subiegtpro ert or within the nei hborhood.
Freddie Mac Form 70 6/93
PAGE 1 OF 2
Form UA2 - "TOTAL for Windows" appraisal software by a la mode, inc. - 1-800-ALAMODE
Fannie Mae Form 1004 6/93
Valuation Section
ESTIMATED SITE VALUE
ESTIMATED REPRODUCTION COST-NEW-OF IMPROVEMENTS:
Dwelling ... 1 ,189 Sq. Ft. @$ = $
_~Sq. Ft. @$
UNIFORM RESIDENTIAL APPRAISAL REPORT
$
FileNo.
Comments on Cost Approach (such as, source of cost estimate, site value,
square foot calculation and for HUD, VA and FmHA, the estimated remaining
economic life of the property):
=$
=$
=$
Functional
= $
External
COMPARABLE NO.2
9807 Possum Hollow Road
Shi ensburg.
1.00 miles
DESCRIPTION
Conv.
None
9/15/2005
Average
Fee Sim Ie
0.33 ac
+ ( - )$ Adjust.
DESCRIPTION
Conv.
Seller Sub.
10/31/2005
A vera e
Fee Simple
0.39
av
ranch
Brk/almn/ av
31
ood
Total Bdrms' Baths
6 3 1
1 ,232 Sq. Ft.
+ - $ Must.
DESCRIPTION
Conv.
Seller Sub
6/202005
Avera e
Fee Sim Ie
0.21 ac
av
ranch
brk/ almn./av
45
-5 000 av
+ - $ Must.
-3 500
-2 200
av
FHA! Cac -3000
Sw/Sd
2 car -5 000
fla. room/ e.patio
1 FP ____~_._________=_UlOO
full
part. fin.
av
rad/ none
Sw/Sd
1 car ar
deck/pors.
1 FP
Total Bdrms' Baths
6 3 1
-1,075 .1,312 S . Ft. .
full
art. fin.
-3 075
-3,000
-6 025
-3 000
-2 500
-2 500
-2,000
none
.JM15 _
14075
10775
146 325
146 125
ical distances
SUBJECT
no previous
COMPARABLE NO.1
no previous
COMPARABLE NO.2
COMPARABLE NO.3
no prev
no prevo
INDICATED VALUE BY SALES COMPARISON APPROACH $ 147 000
INDICATED VALUE BY INCOME APPROACH if A Iicable Estimated Market Rent $ N/A Mo. x Gross Rent Multi lier N/A
This appraisal is made subject to the repairs, alterations, inspections or conditions listed below I subject to completion per plans & specifications.
Conditions of Appraisal: Refer to the attached limitinQ conditions.
Did Did Not
Inspect Property
State P A
State
Fannie Mae Form 1004 6-93
Building Sketch (Page - 1)
Borrower/Client Estate of Thelma L. Martin --- -
Property Address 711 Brenton St
~i1Y Shippensburq CQuntv Cumberland - State Pa Zip Code 17257-2115
Lender Aooraisal For Valution Purooses.
E.par
~
~ E. par
1 sty! bsmt
~
(j)
N
13.0'
Slab
22.0'
L()
CD
Sketch by Apex IV""
Form SKlBldSkl - "TOTAL for Windows" appraisal software by a la mode, inc. - 1-800-ALAMODE
Location Map
County _Cumberlanc;.L____~__~~ra
Zip Code 17257-2115
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Form MAP.LOC - "TOTAL for Windows" appraisal software by a la mode. inc. - 1-800-ALAMODE
Subject Photo Page
Cumberland
State Pa
Zi Code 17257-2115
Subject Front
711 Brenton St
Sales Price
Gross Living Area
Total Rooms
Total Bedrooms
Total Bathrooms
Location
View
Site
Quality
Age
Form PICPIX.SR - "TOTAL for Windows. appraisal software by a fa mode, inc. - 1-800-ALAMODE
N/A
1,189
6
3
1
Average
Average
0.38 ac
brkNinyll avg
45
Subject Rear
Subject Street
DEFINITION OF MARKET VALUE: The most probable price which a property should bring in a competitive and open market under all conditions
requisite to a fair sale, the buyer and seller, each acting prudently, knowledgeably and assuming the price is not affected by undue stimulus Implicit in this
definition is the consummation of a sale as of a specified date and the passing of title from seller to buyer under conditions whereby: (1) buyer and seller are
typically motivated; (2) both parties are well informed or well advised, and each acting in what he considers his own best interest; (3) a reasonable time is allowed
for exposure in the open market; (4) payment is made in terms of cash in U.S. dollars or in terms of financial arrangements comparable thereto; and (5) the price
represents the normal consideration for the property sold unaffected by special or creative financing or sales concessions * granted by anyone associated with
the sale.
* Adjustments to the 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 judgement.
STATEMENT OF LIMITING CONDITIONS AND APPRAISER'S CERTIFICATION
CONTINGENT AND LIMITING CONDITIONS: The appraiser's certification that appears in the appraisal report is subject to the following
conditions:
1. The appraiser will not be responsible for matters of a legal nature that affect either the property being appraised or the title to it. The appraiser assumes that
the title is good and marketable and, therefore, will not render any opinions about the title. The property is appraised on the basis of it being under responsible
ownership.
2 The appraiser has provided a sketch in the appraisal report to show approximate dimensions of the improvements and the sketch is included only to assist
the reader of the report in visualizing the property and understanding the appraiser's determination of its size.
3. The appraiser has examined the available flood maps that are provided by the Federal Emergency Management Agency (or other data sources) and has noted
in the appraisal report whether the subject site is located in an identified Special Flood Hazard Area. Because the appraiser is not a surveyor, he or she makes
no guarantees, express or implied, regarding this determination.
4. The appraiser will not give testimony or appear in court because he or she made an appraisal of the property in question, unless specific arrangements to do
so have been made beforehand.
5. The appraiser has estimated the value of the land in the cost approach at its highest and best use and the improvements at their contributory value. These
separate valuations of the land and improvements must not be used in conjunction with any other appraisal and are invalid if they are so used.
6. The appraiser has noted in the appraisal report any adverse conditions (such as, needed repairs, depreciation, the presence of hazardous wastes, toxic
substances, etc.) observed during the inspection of the subject property or that he or she became aware of during the normal research involved in pertorming
the appraisal. Unless otherwise stated in the appraisal report, the appraiser has no knowledge of any hidden or unapparent conditions of the property or
adverse environmental conditions (including the presence of hazardous wastes, toxic substances, etc) that would make the property more or less valuable, and
has assumed that there are no such conditions and makes no guarantees or warranties, express or implied, regarding the condition of the property. The
appraiser will not be responsible for any such conditions that do exist or for any engineering or testing that might be required to discover whether such
conditions exist. Because the appraiser is not an expert in the field of environmental hazards, the appraisal report must not be considered as an
environmental assessment of the property.
7. The appraiser obtained the information, estimates, and opinions that were expressed in the appraisal report from sources that he or she considers to be
reliable and believes them to be true and correct. The appraiser does not assume responsibility for the accuracy of such items that were furnished by other
parties.
8. The appraiser will not disclose the contents of the appraisal report except as provided for in the Uniform Standards of Professional Appraisal Practice.
9. 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 completion of the improvements will be performed in a workmanlike manner.
10. The appraiser must provide his or her prior written consent before the lender/client specified in the appraisal report can distribute the appraisal report
(including conclusions about the property value, the appraiser's identity and professional designations, and references to any professional appraisal
organizations or the firm with which the appraiser is associated) to anyone other than the borrower; the mortgagee or its successors and assigns; the mortgage
insurer; consultants; professional appraisal organizations; any state or federally approved financial institution; or any department, agency, or instrumentality
of the United States or any state or the District of Columbia; except that the lender/client may distribute the property description section of the report only to data
collection or reporting service(s) without having to obtain the appraiser's prior written consent. The appraiser's written consent and approval must also
be obtained before the appraisal can be conveyed by anyone to the public through advertising, pUblic relations, news, sales, or other media.
Freddie Mac Form 439 6-93
Page 1 of 2
Fannie Mae Form 1004B 6.93
Ausherman Bros. Real Estate Inc.
Form ACR - "TOTAL for Windows" appraisal software by a la mode, inc. -1.800-ALAMODE
APPRAISER'S CERTIFICATION: The Appraiser certifies and agrees that:
1. I have researched the subject market area and have selected a minimum of three recent sales of properties most similar and proximate to the subject property
for consideration in the sales comparison analysis and have made a dollar adjustment when appropriate to reflect the market reaction to those items of significant
variation If a significant item in a comparable property is superior to, or more favorable than, the subject property, I have made a negative adjustment to reduce
the adjusted sales price of the comparable and, if a significant item in a comparable property is inferior to, or less favorable than the subject property, I have made
a positive adjustment to increase the adjusted sales price of the comparable.
2. I have taken into consideration the factors that have an impact on value in my development of the estimate of market value in the appraisal report I have not
knowingly withheld any significant information from the appraisal report and I believe, to the best of my knowledge, that all statements and information in the
appraisal report are true and correct
3. I stated in the appraisal report only my own personal, unbiased, and professional analysis, opinions, and conclusions, which are subject only to the contingent
and limiting conditions specified in this form.
4. I have no present or prospective interest in the property that is the subject to this report, and I have no present or prospective personal interest or bias with
respect to the participants in the transaction. I did not base, either partially or completely, my analysis and/or the estimate of market value in the appraisal report
on the race, color, religion, sex, handicap, familial status, or national origin of either the prospective owners or occupants of the subject property or of the present
owners or occupants of the properties in the vicinity of the subject property.
5. I have no present or contemplated future interest in the subject property, and neither my current or future employment nor my compensation for performing this
appraisal is contingent on the appraised value of the property.
6. I was not required to report a predetermined value or direction in value that favors the cause of the client or any related party, the amount of the value estimate,
the attainment of a specific result, or the occurrence of a subsequent event in order to receive my compensation and/or employment tor performing the appraisal. I
did not base the appraisal report on a requested minimum valuation, a specific valuation. or the need to approve a specific mortgage loan.
7. I performed this appraisal in conformity with the Uniform Standards of Professional Appraisal Practice that were adopted and promulgated by the Appraisal
Standards Board of The Appraisal Foundation and that were in place as of the effective date of this appraisal, with the exception of the departure provision of those
Standards, which does not apply I acknowledge that an estimate of a reasonable time for exposure in the open market is a condition in the definition of market value
and the estimate I developed is consistent with the marketing time noted in the neighborhood section of this report, unless I have otherwise stated in the
reconciliation section.
8. 1 have personally inspected the interior and exterior areas of the subject property and the exterior of all properties listed as comparables in the appraisal report.
I further certify that I have noted any apparent or known adverse conditions in the subject improvements, on the subject site, or on any site within the immediate
vicinity of the subject property of which I am aware and have made adjustments for these adverse conditions in my analysis of the property value to the extent that
I had market evidence to support them 1 have also commented about the effect of the adverse conditions on the marketability of the subject property.
9. I personally prepared all conclusions and opinions about the real estate that were set forth in the appraisal report. If I relied on significant professional
assistance from any individual or individuals in the performance of the appraisal or the preparation of the appraisal report, I have named such individual(s) and
disclosed the specific tasks pertormed by them in the reconciliation section of this appraisal report. I certify that any individual so named is qualified to perform
the tasks. I have not authorized anyone to make a change to any item in the report; therefore, if an unauthorized change is made to the appraisal report, I will take
no responSibility for it.
SUPERVISORY APPRAISER'S CERTIFICATION: If a supervisory appraiser signed the appraisal report, he or she certifies and agrees that:
I directly supervise the appraiser who prepared the appraisal report, have reviewed the appraisal report, agree with the statements and conclusions of the appraiser,
agree to be bound by the appraiser's certifications numbered 4 through 7 above, and am taking full responsibility for the appraisal and the appraisal report.
711 Brenton St, Shippen~burQ, Pa 17257-2115
SUPERVISORY APPRAISER (only if required):
Signature: t2-
Name: John D. Ausherman, SRA
Date Signed: November 23, 2005
State Certification #: GA-000148-L
or State License #:
State: . PA
Expiration Date of Certification or License: 6/30/2007
APPRAI
6/30/2007
I Did Did Not Inspect Property
Freddie Mac Form 439 6-93
Page 2 of 2
Fannie Mae Form 1004B 6-93
Form ACR - "TOTAL for Windows" appraisal software by a la mode, inc. - 1-800-ALAMODE
AGREEMENT OF SALE
THIS AGREEMENT made this5~ day of , 2006,
BETWEEN ROBIN ANN MITCHELL and JAY LIGHTFOOT, Co- x cutors of the Estate
of Thelma L. Martin, Deceased, hereinafter referred to as "SELLER", AND BRAD A.
RASMUSSEN and KIRA L. RASMUSSEN, husband and wife, of 1336 Baltimore Road,
Shippensburg, Pennsylvania 17257, hereinafter referred to as "BUYER",
WITNESSETH:
1. Seller hereby agrees to sell and convey to Buyer, who hereby agrees to
purchase ALL THAT CERT AI N real estate situate at 453-455 East King Street,
Shippensburg, Cumberland County, Pennsylvania, and more fully described in a deed
recorded at Cumberland County Deed Book Volume 29N, Page 530, for the sum of eighty
thousand ($80,000.00) dollars, which shall be paid to the Seller by the Buyer as follows:
Cash at the signing of this Agreement:
Cash at settlement:
$
$
$
1,000.00
79,000.00
TOTAL:
80,000.00
2. Settlement shall be made on or before June 30, 2006 and at the law offices
of Black and Davison, 82 West Queen Street, Chambersburg, Pennsylvania. The said
time for settlement and all other times referred to for the performance of any of the
obligations of this Agreement are hereby agreed to be of the essence of this Agreement.
3. The premises are to be conveyed free and clear of all liens, encumbrances
and easements, EXCEPTING HOWEVER, the following: Existing building restrictions,
ordinances, easements of roads, privileges or rights of public service companies, if any;
or easements or restrictions visible upon the ground. Otherwise the title to the above-
described real estate shall be good and marketable or such as will be insured by any
reputable Title Insurance Company at the regular rates.
4. Possession is to be delivered by fiduciary warranty deed, keys and physical
possession of 455 East King Street and landlord's possession of 453 East King Street at
day and time of settlement. Seller will remove all items from the garage and 455 East King
Street. The current tenant at 453 East King Street is on a month-to-month basis and Buyer
may establish a new rent for the tenant after proper notice.
5. The current year's real estate taxes shall be prorated to the date of
settlement on the basis of the fiscal year for each taxing body.
6. The Pennsylvania Realty Transfer Tax of one (1 %) percent of the
consideration shall be paid by the Buyer, and the one (1 %) percent Local Realty Transfer
Tax shall be paid by the Seller.
7. All plumbing, heating and lighting fixtures and systems appurtenant thereto,
and forming a part thereof, as well as all other permanent fixtures, together with screens,
storm sash and/or doors, shades, awnings, venetian blinds, valances, curtain rods or
traverse rods, radiator covers, garage door openers and transmitters, and all trees,
shrubbery and plantings now in or on the property, unless specifically excepted in this
Agreement, are to be become the property of the Buyer and are included in the purchase
price. None of the above-mentioned items shall be removed by Seller from the premises
. after the date of this Agreement.
8. Seller shall bear the risk of loss from fire or other casualties until time of
settlement. In the event of damage to any property included in this sale by fire or other
casualty, not repaired or replaced prior to settlement, Buyer shall have the option of
rescinding this Agreement and receiving all moneys paid as a down payment or of
accepting the property in its then condition, together with the proceeds of any insurance
recovery obtainable by Seller.
9. Seller shall maintain the property and any personal property specifically
scheduled herein in its present condition, normal wear and tear excepted.
10. It is understood that Buyer has inspected the property and that they have
agreed to purchase it as a result of such inspection and not because of or in reliance upon
any representation made by Seller or by any agent of Seller and that they have agreed to
purchase it in its present condition unless otherwise specified herein.
11. Buyer acknowledges that they have received the Lead-Based Paint
Disclosures required by the U.S. Department of Housing and Urban Development and the
U.S. Environmental Protection Agency, and Buyer also acknowledges that they have
received the EPA-Approved Lead Hazard Information Pamphlet.
12. Buyer acknowledges that he is purchasing the property from an estate and,
accordingly, under the Pennsylvania Real Estate Seller Disclosure Act, the Buyer will not
receive a Seller's Property Disclosure Statement.
13. This Agreement is conditioned and contingent upon the following:
A. Buyer obtaining a mortgage commitment from a Lender of Buyer's
choice, in the amount of sixty-four thousand ($64,000.00) dollars at
market rates on or before June 30, 2006, and providing Seller with a
written copy of said commitment on or before said date. In the event
Buyer fails to provide Seller with a copy of Buyer's mortgage
commitment on or before June 30,2006, this Agreement shall be null
and void, the Buyer's one thousand ($1,000.00) dollar deposit shall
be refunded to Buyer, and the Seller shall be free to sell the property
to another party.
2
14. Should Buyer fail to make any additional payments as specified in paragraph
1 or violate or fail to fulfill and periorm any other terms or conditions of this Agreement,
then in such case Seller shall have the option of retaining all deposit moneys and other
sums paid by Buyer on account of purchase price, whether required by this Agreement or
not on account of purchase price, or as moneys to be applied to Seller's damages, or as
liquidated damages for such breach, as Seller may elect. In the event of liquidated
damages, Buyer and Seller shall be released from further liability or obligation and this
Agreement shall be null and void.
15. This Agreement shall be binding upon the respective heirs, executors,
administrators, successors and, to the extent assignable, on the assigns of the parties
hereto, it being expressly understood, however, that the Buyer shall not transfer or assign
this Agreement. This Agreement is to be construed and interpreted in accordance with the
laws of the Commonwealth of Pennsylvania.
IN WITNESS WHEREOF, the parties have hereunto set their hands and affixed
their seals the day and year first above written.
WITNESS:/j
Zl
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Robin Ann Mitchell
(S EA L)
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Jfy Lightfoot
Co-Executors of the Estate of Thelma L.
Martin, Deceased
"SELLER"
~ ~~. (SEAL)
rad A. Rasmussen
, /1/
~ ~/~(SEAL)
K a L. aSfhus.sen
\ (' t' "BUYER"
3
'J
John F. Kohler, Jr., Auctioneer/Appraiser
November 23, 2005
Black & Davison
Attn: Attorney Robert Schollaert
82 West Queen Street
Chambersburg, P A 17201
Re: Estate of Thelma Martin
Dear Attorney Schollaert:
Attached is the appraisal of the items specified from the Estate of Thelma Martin.
This appraisal was completed at 711 Brenton Street, Shippensburg, P A on
November 17,2005.
After review of conditions, my opinion of the fair market value is as follows:
Five Thousand Seven Hundred Twenty Dollars ($5,720.00)
Fair market value is the value that property is anticipated to bring in an open market, I.E.
auction.
In preparation of this appraisal, I have not examined the title to, encumbrance on, or
ownership of the property.
Sincerely,
~ cT t2~
John F. Kohler, Jr.
Auctioneer/Appraiser
JFK:hrk
Attachments
643 Kriner Road + Chambersburg, Pennsylvania 17201 + Phone (717) 263-6512 + Fax (717) 263-0188
www.gatewayauction.com + email bid@.gatewayauction.com
APPRAISAL OF
PERSONAL PROPERTY
from
THELMA MARTIN ESTATE
711 BRENTON STREET
SHIPPENSBURG, PA 17257
'()~~, ~\
VALUATION DATE: November 17,2005
Clu~! ~~12A.
ITEM. ...... .................. .......................... ................... ............. APPRAISED VALUE
SITTING ROOM
Decorated Deacons Bench (6 ft w Ib lack paint) .............................................. 375.00
Overstuffed Living Room Chair ............. ....... ....... ..... ..................... .... ...... .... ....45 .00
Small Decorative Carousels or Carousel Animals (10) @ 10.00 each ...........1 00.00
Large Carousel (2) @ 50.00 each ...................................................................100.00
Uniden Scanner................................................................................................. 25.00
Cherry Hutch w/Comer Open Adjustable Piece w/(2) Large Glass Doors
over (2) Small Glass Doors.. .... ... ....... ...... ...... ........ ...... ....... .... ...... .......... ...225 .00
Set of Brass Graduated Sleigh Bells (29) Bells ..............................................225.00
Heinz Clock.................................................................................................... ..45 .00
KITCHEN
Almond Whirlpool Refrigerator....................................................................... 95 .00
Microwave.......................................................................................................... 5 .00
Brass Wall Lamp w/Painted Floral Shade ........................................................65.00
Tempus Fugit Grandmothers Clock....... ....... ......... ...... ....... ..... ..... ...... .......... ..250.00
Maple Dinette Table & (4) Padded Seat Chairs.. .......... ................. .................. 65.00
LIVING ROOM
Encyclopedia Set ....... ....... ....... ...... ............ ....... ...................... ............ ....... No Value
Matching Modem Maple Comer Cupboard w/(2) cathedral Styled Doors
over (2) Blind Doors (2) @ 185.00 each ...................................................370.00
Mahogany Kneehole Desk & Windsor Chair ................................................... 95.00
Modem Three Shelf Glass Door Bookcase ......................................................65.00
~_r;; ~~ ((((7(ar
~/~
Thelma Martin Estate. page 2
Doughtray on Legs (redone w/add on legs)....................................................110.00
Plank Seated Childs Rocker..... .......... .............. ...... .......................... ......... ........80.00
Painted Black Child' s Rocker........ ....... ............ .............. ..... ....... ...................... 40.00
BEDROOM
Dirt Devil Upright Vacuum............................................................ .................. 3 5 .00
Heywood Wakefield Cherry Finish Bedroom Suite
(Chest; High Chest; Bed; Dresser & Night Stand) ...................................850.00
Waterfall Cedar Chest....................................................................................... 85.00
THIRD BEDROOM
Cherry Bed, Dresser & High Chest ................................................................350.00
6 Piece Pitcher/Bowl Set w/Gold & Ivory & Ivy LeafMotif.........................375.00
BASEMENT
Green Porch Rocker.......................................................................................... 20.00
Two Piece Couch Chair (gold floral)............................................................. .11 0.00
Two Piece Mauve Sofa & Chair .......................................................................65.00
Wicker Rocker.................................................................................................. 65 .00
Love Seat ........... ...... .................... ............. .... ...... .......... ..... ....... ..... ...................65.00
Green Floral Living Room Chair.. ........ ...... ................... .... ....... ........................ 55.00
Recliner............................................................................................................. 35.00
Brown Swivel Rocker ...... .... ....... ...... .... ... ..... .... '" ...... ..... .............. ................. ..45 .00
Assorted Hand Tools, Vise, Several Small Power Tools & Toolboxes .........125.00
May tag Washer & Dryer @ 75.00 each .........................................................150.00
Frigidaire Freezer.............................................................................................. 65 .00
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Thelma Martin Estate,p(l~
OUTSIDE BUILDING
Honda Harmony Riding Mower... ...... ...... ........ ........... .... .......... ..... .......... ......450.00
Snapper 522 Snow Blower ................. ..... .................. ... ... .......... ...... ............ ... 275.00
Snapper Ninja Mower (electric) .....................................................................120.00
TOT AL APPRAISED VALUE:
$5,720.00
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BLACK AND DAVISON
Attomeys-at- Law
82 West Queen Street
Chambersburg, P A 17201
Robert C. Schollaert (717) 264-5194
Elliott B. Sulcove
Jan G. Sulcove
Jerrold A. Sulcove
Thelma L. Martin, Estate
PAGE 1
BILLING DATE: 06/15/06
ACC'T NO.: RCS-17358.01
RE: General
DATE
10/19/05
11/1 0/05
11/17/05
02/1 0/06
EXPENSE
Cumberland County Register of Wills
Cumberland County Law Journal
Travel - Schollaert
Postage
Total of New Expenses:
ACCOUNT SUMMARY
AMOUNT
360.00
75.00
31.52
4.64
471.16
PREVIOUS BALANCE:
NEW SERVICES:
NEW EXPENSES:
NEW PAYMENTS:
TOT. CURRENT PERIOD:
CURRENT BALANCE:
$0.00
$0.00
$471.16
$0.00
$471.16
$471.16
Please write the above account number on your check
and make your check payable to Black and Davison
"THANK YOU"