HomeMy WebLinkAbout07-19-06 (2)
REV-1500 EX (1)-00)
OFFICIAl USE ONLY
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV -1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
~L.
COUNTY CODE
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YEAR NUMBER
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DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
Gre 0 Ra ond
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
10/19/2005 1/2/1943
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
E
SOCIAL SECURITY NUMBER
265-64-7852
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
~ [i] 1. Original Return
~~(/) D
u lX~ 4. Limited Estate
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J: 00 D
U lX..J 6. Decedent Died Testate (Attach copy of Will)
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~ D 9. Litigation Proceeds Received
D 2. Supplemental Return D 3. RI~mainder Return (date of death prior to 12-13-82)
D 4a. Future Interest Compromise (date of death after 12-12-82) D 5. Federal Estate Tax Return Required
D 7. Decedent Maintained a Living Trust (Attach copy of Trust) L 8. Total Number of Safe Deposit Boxes
D 10. Spousal Poverty Credit (Oale of death between 12-31.91 and 1-1-95) D 11. I=Iection to tax under Sec. 9113(A)(AttachSchol
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
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David K. Kruft, Es ire
FI RM NAME (If Applicable)
Rhoads & Sinon LLP
TELEPHONE NUMBER
PO Box 1146
Harrisburg PA 17108-1146
717-233-5731
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
(4)
215,000.00
107,290.82
0.00
0.00
OFFJCLAL UsE'CNL Y
1. Real Estate (Schedule A)
(1)
2. Stocks and Bonds (Schedule B)
(2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
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6. Jointly Owned Property (Schedule F) (6)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
27,496.09
0.00
(5)
401,236.02
\.,f)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
(8)
44,375.39
1,461. 99
751,022.93
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
(13)
45,837.38
705,185.55
0.00
11. Total Deductions (total Lines 9 & 10)
(11)
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)
(12)
14. Net Value Subject to Tax (Line 12 minus Line 13)
(14)
705,185.55
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
z rate, or transfers under Sec. 9116 (a)(1.2)
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cl: 16. Amou nt of Line 14 taxable at lineal rate
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~ 17. Amount of Line 14 taxable at sibling rate
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U 18. Amount of Line 14 taxable at collateral rate
X
~ 19. Tax Due
20.0
0.00
705,185.56
0.00
0.00
x .0 ~(15)
x .0 ~(16)
x .12 (17)
x.15 (18)
(19)
0.00
31,733.35
0.00
0.00
31,733.35
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
3W4845 1.000
Decedent's Complete Address:
S1REET ADDRESS
305 E. Elmwood Avenue
Cumberland
CI1Y I STATE I ZIP
Mechanicsburq Pl~ 17055-4206
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
0.00
0.00
0.00
Total Credits (A + B + C) (2)
3. Interest/Penalty if applicable
D. Interest
E. Penalty
0.00
0.00
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)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Pa able to: REGISTER OF WILLS, AGENT
31,733.35
0.00
0.00
0.00
31,733.35
0.00
31,733.35
PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
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 helr death? D
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. liJ D
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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
No
[]
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Dec,t~~n of preparer other than the personal representative is based on all information of which preparer has any knowledge.
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Millersburg PA 17061
Mid Penn Bank 349 Union street
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
~~~
Rhoads & Sinon LLP PO Box 1146
Harrisburg PA 17108-1146
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DATE
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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 orfor the use of the surviving spouse is 3%
[72 PS 99916 (a) (1.1)(i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 99116 (a) (1.1) (Ii))
The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1,2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the Lise of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. 99116(a)(1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in j'2 P.S. 9 9116(1.2) [72 P.S. 9 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. 9 9116(a)(1.3)], A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
3W4646 1.000
Estate of
Executors
Name
Address
Tax ID
265-64-7852
(Page 1)
Mid Penn Bank
349 Union Street
Millersburg, PA 17061-
23-2176612
REV-1502 EX + (6-98)
COMMONWEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE A
REAL ESTATE
ESTATE OF
FILE NUMBER
Raymond E. Greqorv
21 05 1085
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 klnOwledge of the relevant facts.
Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1. Real estate situate at 305 E
Elmwood Ave, Mechanicsburg,
more fully described in Deed
Book 0031R, Page 0789
*Valued per attached appraisal
215,000.00
3W4695 1.000
TOTAL (Also enter on line 1, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
$
215,000.00
REV-1503 EX + (6-98)
COMMONWEAL TH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
FILE NUMBER
Raymond E. Greqory
21 05 1085
All property jointly-owned with right of survivorship must be disclosed on Schedule, F.
ITEM
NUMBER
1.2,600 Shares
EBAY Inc Coxmnon
CUSIP: 278642103
DESCRIPTION
VALUE AT DATE
OF DEATH
106,964.00
2 6 Shares
IVAX Corp Coxmnon
CUSIP: 465823102
164.00
3 59 Shares
Paradigm Holdings Wyoming
CUSIP: 69901V106
162.25
4 13 Shares
Siti-sites.com Inc
CUSIP: 847623303
0.39
5 6 Shares
Southmark Corp
CUSIP: 844544882
6 100 Shares
Towle Mfg Co Pfd A
CUSIP: 892008202
0.18
0.00
3W46961.000
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
107,290.82
REV-1508 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Raymond E. Gregory
FILE NUMBER
21 05 1085
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
VALUE AT DATE
OF DEATH
1 1968 Chevrolet Camaro
*Valued per attached appraisal
11,000.00
2 1988 Isuzu Rodeo
*Valued per attached appraisal
375.00
3
Members 1st Federal Credit Union
checking account #16031-11
Interest accrued to 10/19/2005
2,558.76
0.35
4
Cash found in residence
176.00
5
Members 1st Federal Credit Union
savings account #16031-00
Interest accrued to 10/19/2005
542.51
0.27
6
Tangible personal property
*Valued per attached appraisal
9,299.00
7
USAA Life Insurance Policy
#00639183U2
Owner: Decedent
Insured: John R. Gregory
1,698.67
8
USAA Life Insurance POlicy
#00639183U3
Owner: Decedent
Insured: Jennifer S. Gregory
1,845.53
3W46AD 1.000
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
27,496.09
REV-1510 EX + (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Raymond E. Gregory
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
FILE !NUMBER
21 05 1085
This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY
ITEM II\O....LOE Tt-E IWWE OF n-e TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECO'S EXCl.USION TAXABLE
NUMBER TI-E DATE OF TRANSFER. ATTACH A COPV OF THE DEED FOR REAL ESTATE VALUE OF ASSET INTEREST (IF APPLICABLE) VALUE
1. Smith Barney Roth Conversion
IRA, acct #724-63563-10 550
Owner: Decedent
Beneficiaries: Jennifer
Gregory, John Gregory 401,236.02 100.0000 0.00 401,236.02
TOTAL (Also enter on line 7, Recapitulation) $ 401,236.02
(If more space Is needed. insert additional sheets of the same size)
3W46AF 1.000
REV-1511 EX + (12-99)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Raymond E. Gregory
ITEM
NUMBER
A.
B.
3W46AG 1.000
Debts of decedent must be reported on Schedule I.
DESCRIPTION
FUNERAL EXPENSES:
1.
Gingrich Memorials
Headstone, foundation and setup
Total from continuation schedules .
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s) Mid Penn Bank
Social Security Number(s) / EIN Number of Personal Representative(s)
Street Address 349 Union Street
City Millersburg
Zip 17061
State P A
Year(s) Commission Paid: 2006
2.
Attorney Fees
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City
State
Zip
Relationship of Claimant to Decedent
4.
Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
1
Claude C. Wolfe & Associates
Tangible personal property
appraisal
Total from continuation schedules . .
FILE NUMBER
21 05 1085
TOTAL (Also enter on line 9. Recapitulation)
(If more space is needed. insert additional sheets of the same size)
$
AMOUNT
3,390.00
7,612.00
14,500.00
14,500.00
410.00
1,200.00
2,763.39
44,375.39
Estate of: Raymond E. Gregory
265-64-7852
Schedule H Part 1 (Page 2)
Item
No.
Description
Amount
2
Malpezzi Funeral Home
Funeral expenses
7,612.00
Total (Carry forward to main schedule)
7,612.00
Estate of: Raymond E. Gregory
265-64-7852
Schedule H Part 7 (Page 2)
2
Clauser Real Estate Apprasals
Real estate appraisal
350.00
3
Cumberland Law Journal
Legal advertising
75.00
4
Duty's Lock, Safe and Security,
Inc
Change locks at real estate
109.62
5
Patriot News
Legal advertising
155.73
6
PP&L
563.83
7
RESERVES: Cumberland County
Register of Wills
Reserves for additional probate
50.00
8
RESERVES: Group's Tax & Payroll
Service
Preparation of final personal tax
returns
150.00
9
RESERVES: Rhoads & Sinon LLP
Out of pocket expenses to include:
Telephone - $32.78; Federal
Express - $86.19; Postage -
$24.06; Stock Evaluation - $7.75;
Copies - $15.75; Mileage - $23.50;
Courier - $10.00; Reserves for
filing fees and expenses - $500.00
700.03
10
United Water - PA
62.88
11
USAA Insurance Co.
Automobile insurance
215.26
12
USAA Life Insurance Co.
Life insurance premiums for
policies owned by decedent
84.00
13
Verizon
7.04
14
Nicholas Vogl
Lawn Care
240.00
Total (Carry forward to main schedule)
2,763.39
REV-1512 EX + (12-03)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Raymond E. Gregory
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABiliTIES, & LIENS
FILE NUMBER
21 05 1085
Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1.
Capital Area Surgical Associates,
PC
Medical expense
308.92
2
Hematology & Oncology Consultants
of PA, PC
Medical expense
153.48
3
Kantor & Tkatch Associates, PC
Medical expense
207.00
4
RESERVES: United States Treasury
Reserve for payment of 2005
personal income tax
200.00
5
Verizon
348.19
6
West Shore Anesthesia
Medical expense
244.40
3W46AH 2.000
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed. insert additional sheets of the same size)
1,461.. 99
REV-1513 EX+ (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX REruRN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
NUMBER
I
1
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers
under Sec. 9116 (a) (1.2)]
see attached
FILE NUMBER
21 05 1085
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
Do Not List Trustee,(s) OF ESTATE
ESTATE OF
Ravmond E. Greqorv
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
3W46AI1.000
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)
$
0.00
Estate of: Raymond E. Gregory
265-64-7852
Schedule J Part ~ (Page 2)
Item
No. Description
Relation
Amount
2 Jennifer Gregory
USAA Life Insurance Policy
#0063H83U3
Owner: Decedent
Insured: Jennifer S. Gregory
Inventory Value: ~,845.53
~968 Chevrolet Camaro
Inventory Value: 5,500.00
~988 Isuzu Rodeo
Inventory Value: 187.50
Real estate situate at 305 E
Elmwood Ave, Mechanicsburg, more
fully described in Deed Book
003~R, Page 0789
Inventory Value: 107,500.00
Smith Barney Roth Conversion IRA,
acct #724-63563-~0 550
Owner: Decedent
Beneficiaries: Jennifer Gregory,
John Gregory
Inventory Value: 200,618.0~
Tangible personal property
*Valued per attached appraisal
Inventory Value: 4,649.50
50% of Residue: 32,365.67
Daughter
352,666.21.
Estate of: Raymond E. Gregory
Schedule J Part 1 (Page 3)
Item
No. Description
3 John Gregory
USAA Life Insurance Policy
#00639183U2
Owner: Decedent
Insured: John R. Gregory
Inventory Value: 1,698.67
1968 Chevrolet Camaro
Inventory Value: 5,500.00
1988 Isuzu Rodeo
Inventory Value: 187.50
Real estate situate at 305 E
Elmwood Ave, Mechanicsburg, more
fully described in Deed Book
0031R, Page 0789
Inventory Value: 107,500.00
Tangible personal property
Inventory Value: 4,649.50
Smith Barney Roth Conversion IRA,
acct #724-63563-10 550
Owner: Decedent
Beneficiaries: Jennifer Gregory,
John Gregory
Inventory Value: 200,618.01
50% of Residue: 32,365.67
Son
265-64-7852
Relation
Amount
352,519.35
608146.1
ESTATE OF RAYMOND E. GREGORY
SSN: 265-64-7852
DOD: 10/1912005
FILE NO.: 21-05-1085
PENNSYLVANIA INHERlT ANCE TAX RETURN
INDEX TO EXHIBITS
Document
1.
Real estate appraisal
2.
Stock valuation
3.
Tangible personal property appraisal
4.
Attachment to TPP appraisal
5.
Members 1st Federal Credit Union letter
6.
USAA Life letter for John Gregory policy
7.
USAA Life letter for Jennifer Gregory policy
8.
Stock valuation for IRA
Return Reference
Schedule A
Schedule B
Schedule E,
Items 1,2,4,6
Schedule E
Schedule E, Items 3,5
Schedule E, Item 7
Schedule E, Item 8
Schedule G
APPRAISAL OF REAL PROPERTY
LOCATED AT:
305 E Elmwood Ave
Deed Book 0031 R Page 0789
Mechanicsburg, PA 17055-4206
FOR:
Mid Penn Bank
349 Union SI.
Millersburg, PA 17061
AS OF:
10-19-05
BY:
Dennis L. Stover
PA Certified Residential Real Estate Appraiser
Certification Number RL 138906
Clauser Real Estate Appraisals
PO Box 777
Camp Hill, PA 17001-0777
Form GAl - "WinTOTAl' appraisal software by a la mode, inc. -1-800-AlAMODE
ill
Borrower/Client
Prooertv Address
Gitv
Lender
Rle No. 6-0406 R-2
NA
305 E Elmwood Ave
Mechanicsburo
Mid Penn Bank
Countv Cumberland
State P A
Zip Code 17055-4206
TABLE OF CONTENTS
Gover Page ........ ............. .......... ............ ..... ..... ......... ......................... ...... ........ .......... .......... ..... .......................... ........... ............... ........ ....... ........ .............. 1
Summary of Salient Features '''''''' ...................................... ...... ""'''''''''''''''' ""'"'''''''''''' ........... ................ ""'''''''''''' ........... "'''' ........ .................. .......... .
USP AP Identification ..... ................. ........... .......... ...... ......... ""'"'''''' ........ ........... ............ .................... ............... ................... ......,..... ..... ...... ...... """",,,,,,,, 3
URAR ............ ...... ......... ............ ...... ............... ........ ........ ...... ..................................................... ......... ......... .............. ........... ......... ........ ................ .......... 4
Property History of Subject Property . ........... """. ..........., "'"'''' ""'''''''''''' ....................... ""'"'''''''''''' ....... .............. ................. ..... ................. ................... 6
Subject Photos ....... ..."....... ....... ...... "'''''''''''' """""'" ........ .................. ",,,,,,,,,,, ....". """"",,,,,, ........... """'"'''''' ........, "'''''' ......... ""'" ....... ........... ............. 7
Building Sketch (Page - 1) ...... ....... ....... ...... ....... ...... ",,,,,,,,, ........... ................................... "'"'''''''''''''''''''''''' ....... """'''''' ............ ..... ..................... "'"'''''' 8
Comparable Photos 1-3 .... """,,,,,,, ........ ...... ................. ..... "'''' ................... ......... ..... .." ........ .............. """'''''' ........ ............. .............................. ...... .......... 9
Location Map '''''''''' .............. "'" ............ .........,...... ...... ..... ""'''''''''''''''' ...... ....................................... .......... ........ ................, ............ ........ ......... ........ ........ 10
Intended Use............... ................. ........... ........................ ............... ...." ........ ..... ........ ........ ................... """"'''' ..........,........ ............... ............ ........ ............ 11
Appraisal Addendum - Special Conditions .......................................................................................................................................................................... 12
Statement of Limiting Conditions .... ...... ................ ........... ...... .................. ............. ........................................... ........... .......................... ..... ....... ..... ............ 13
Electronic Slgnaturre Compliance . ................................ ................ .......... ............................ ............. ............. ...... .......... ............... ............... ........ ................ 15
Certificate .... . ............ .......... "'''' ..... ................... ............................. ........... ...... ...... ........... ..... .................................. ... ...... .......... """"""'"'''''''''''''' 16
Invoice ......................... .......... ..................... ................ ...... .......... ........................ ................ .................. """"'"'''''' .......................... ................. ...... .......... 17
Form TOCNP - "WinTOTAL" appraisal software by a la mode, inc. -1-800-ALAMODE
~
SUMMARY OF SALIENT FEATURES
Subject Address 305 E Elmwood Ave
Legal Description Deed Book 0031 R Page 0789
- City Mechanicsburg
County Cumberland
State PA
,.
Zip Code 17055-4206
Census Tract 42041-0115.00-2
Map Reference 25420
Sale Price $ NA
.
Date of Sale NA
Borrower / Client NA
Lender Mid Penn Bank
Size (Square Feet) 2,028
Price per Square Foot $
Location Suburban
-
. Age 47
-
- Condition Avg
T etal Rooms 8
Bedrooms 4
Baths 2
Appraiser Dennis L. Stover
Date of Appraised Vaiue 10-19-05
Rnal Estimate of Value $ 215,000
Form SSD - "WinTOTAL" appraisal software by a la mode, inc. -1-800-ALAMODE
[Eilqe #21
lpage#31
Rle No. 6-0406 R-2
~
Borrower NA
Prooertv Address 305 E Elmwood Ave
City Mechanicsour<:l
Lender Mid Penn Bank
Countv Cumoerland
State PA
ZiD Code 17055-4206
APPRAISAL AND REPORT IDENTIFICATION
This appraisal conforms to one of the following definitions: ]
[5S) Complete Appraisal (The act or process of estimating value, or an opinion of value, performed without invoking the Departure Rule.)
Li 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:
o Self Contained (A written report prepared under Standards Rule 2-2 (a) of a Complete or Limited Appraisal performed under STANDAFID 1.)
[5S) Summary (A written report prepared under Standards Rule 2-2(b) of a Complete or Limited Appraisal performed under STANDAFlD 1.)
o Restricted (A written report prepared under Standards Rule 2-2(c) of a Complete or Limited Appraisal performed under STANDAFlD 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 made a personal inspection of the subject property.
Comments on Appraisal and Report Identification
Note any departures from Standards Rules 1-2, 1-3, 1-4, plus any US PAP-related issues requiring disclosure:
APPRAISER:
Signature: ~ 1. .si=
Name: Dennis L. Stover
Dale Signed: 4-17-06
State Certification #: PA State Certified Residential Real Estate Appraiser
or State License #: Certification Number. RL 138906
State: PA
Expiration Date of Certification or License: 6/30/2007
SUPERVISORY APPRAISER (only If required):
Signature:
Name:
Date Signed:
Stale Certification #:
or State License #:
State:
Expiration Dale of Certification or License:
o Did
o DId Not Inspect Property
GEORGE CLAUSER
Form 102 - "WinTOTAL" appraisal software by a la mode, inc. -l-BOO-ALAMODE
GEORGE CLAUSER
!J'age #41
Summary Report
File No 6-0406 R-2
Pro ..rtv Descrlntlon
UNIFORM RESIDENTIAL APPRAISAL REPORT
prooertv Address 305 E Elmwood Ave Cifv Mechanicsburo State PA liD Code 17055-4206
LeoalDescriotion Deed Book 0031 R Paoe 0789 Countv Cumberland
Assessor's Parcel No, 17-24-0787-143A Tax Year 05-06 R.E, Taxes $ 3,433 Special Assessments $ NA
Borrower NA Current Owner The Estate of Ravmond E. Greaorv Occuoan!: IX) Owner I.l Tenant Ii Vacant
.. ProOl!rtv rinhts annraised J>(, Fee Simnle Leasehold Pro'ect Tvne I PUD I I Condominium (HUONA onlv\ HOA $ NA /Mo.
Nelnhborhood or Proiect Name Mechanicsburo Man Reference 25420 Census Tract 42041-0115,00-2
Sale Price ~ NA Date of Sale NA Descrtndan and $ amount at loan charaes/concessions 10 be oaid bv seller NA
Lender/Client Mid Penn Bank Address 349 Union St. Millersbura. PA 17061
Aooralser Dennis L. Stover Address p, O. Box 777 Camo Hill PA 17001-0777
Location O. Urban f;71 Suburban 0 Rural Predominant _~ngle family housing Present land use % Land use change
""I PRICE AGE ,
Built up 0 Over 75% kS1 25-75% 0 Under 25% occupancy $(000) (yrs) One family ~ 0 Not likely [] Likely
Growth rate C Rapid kS1 Stable 0 Slow kS1 Owner 70 Low ~ 2-4 family ~ kS1ln process
Propertyvalues r;;<;J Increasing 0 Stable 0 Declining 0 Tenant 850 Hioh 150 Muiti-family ~ To' vacant land to
Demand/supply r;;<;J Shortage 0 In balance 0 Over supply kS1 Vacant (0-5%) llI"'!Ill Predominant 1!f!!!','!lI\1I Commercial 5 residential development
Marketinn time rx; Under 3 mas, n 3-6 mos. n Over 6 mas, Fi Vac.lover 5%1 145 25 Vacant 15
Note: Race and the raclel composition of the neighborhood are not appralsel factors.
Neighborhood boundaries and characteristics: The subject neighborhood consists of the Borough of Mechanicsburg in Cumberland County, PA.
: Factors that affect the marketability of the properties in the neighborhood (proXimity to employment and amenities, employment stability, appeal to market, etc,):
Shoooino. schools and churches are located within 5-10 minutes of the orooertv. Full service shoooino is available at the Camp Hill and
., Caoital Citv malls aooroximatelv 10-15 minutes. Public school students attend the Mechanicsbura SchOOl District. Employment centecs are
located in Harrisburo. Camo Hill York, and Mechanicsburo.
Market conditions in the subject neighborhood 0ncluding support for the above conclusions related to the trend of property values, demand/supply, and marketing time
- such as data on competitive properties for saie in the neighborhood, description of the prevalence of sales and financing concessions, ete):
Market conditions in the subiect neiahborhood are considered moderately active with low mortaaQe interest rates beinQ the primary catalyst.
Sales in recent weeks have been moderatelv active. Aooroximatelv 5 houses of various stvles are for sale within 5 miles and are in competition
with the subiect. Tvoical financina for residential properties includes 80% to 90% loan 1-3ooints 5.5-6.5% mortgage interest rates for up to 30
vears. Tvoical marketino time is betvveen 30 and 90 days.
_ Project Information for PUDs (If applicable) - -Is the developer/builder in control of the Home Owners' Association (HOA)? DYes U No
. Approximate total number of unils in the subject project Approximate total number of units for sale in the subject project
Describe common elements and recreational facilities:
Dimensions From County Records Topography Avg
Sile area .44 Acres Comer Lot 0 Yes ~ No Size Avg
Specific zoning classilication and description RL Residential Low Density Shape Rectangular
Zoning compliance kS1 Legal 0 Legal nonconforming (Grandfathered use) 0 Illegal 0 No zoning Drainage Avg
Hlohest & best use as imoroved: 1)(1 Present use n Other use (exuiain) View Avg
Utilities Public Other OIf-slte Improvements Type Public Private Landscaping A vg
Electricity kS1 200 AMP Street Macadam kS1 D Driveway Surface Macadam
Gas 0 NA Curblgutter Concrete kS1 0 Apparent easements None Known
Water kS1 Sidewalk Concrete kS1 0 FEMA Special Rood Hazard Area 0 Yes ~ No
Sanilary sewer ~ Street lights Incandescent . ~ g FEMA lone X Map Date 313/1992
Storm sewer Ri Allev None I I I I FEMA Maa No, 4203620005D
Comments (apparent adverse easements, encroachments, special assessments, slide areas, illegal or legal nonconforming zoning use, etc.):
aooarent easements encroachments soecial assessments slide areas or illegal or leaal nonconformina uses known.
--
There are 110
GENERAL DESCRIPTION EXTERIOR DESCRIPTiON
No, of Unils One Foundation ConcrBlock
No, of Stories 2 Exterior Walls Brick/Aluminum
Type (DetJAtt.) Detach~ Roof Surface FG/Shnal
Design (Style) Solit-Level Gutters & Dwnspts, Aluminum
ExisfingIProposed Existina Window Type DblHuno
Age (Yrs,) 47 Stann/Screens Screens
Effective Ane rYrs.\ 15 Manufactured House No
ROOMS Faver Livino Dinino Kitchen
-
Basement
Levei 1
- Level 2
- Levei 3
. Finished area above nrade contains:
INTERIOR MaterialS/Condition
- Roars Slate/Hdw/CntlCT A
Walls Drvwal/ AVQ
Trim/Rnish Wood Ava
Bath Roar Vinvl Ava
Bath Wainscot Ceramic Tile Avo
Doors W ood Ava
FOUNDATiON
Slab 0
Crawl Space 0
Basement Partial
Sump Pump Yes
Dampness No Evidence
Settfement No Evidence
Infestation No Evidence
Familv Rm, Rec. Rm, Bedrooms
1
BASEMENT
Area Sq, Ft. 624
% Rnlshed 75%
Ceiling OoenlDrv
Walls Pan/Blk
Roar Con/Cot
Outside Entry NA
iNSULATiON
Roof __ D
Ceiling ~_ kS1
Walls ~_ kS1
Roar ~_ ~
None __ 0
Unknown__ D
Den
# Baths
Laundrv
1
Other
2028
Area Sa. Ft.
624
676
624
728
S uare Feet of Gross Livino Area
CAR STORAGE:
None D
Garage
Attached
Detached
Buiil-In
Carport
Drlvewav
# of cars
~~
NA_
NA
J':!t~
2 Cars
.5
3
8 Rooms' 4 Bedroom(sl: 2.5 Bath s):
HEATING KITCHEN EQUIP, ATTIC AMENITIES
Type BB Refrigerator 0 None 0 Rreplace(s) # Insert ~
Fuel Electric Range/Oven kS1 Stairs D Patio Rear kS1
Condition Avo Disposal 0 Drop Stair 0 Deck Rear ~
COOLING Dishwasher D Scuttfe ~ Porch Front 0
Central NA Fan/HODd 0 Roar 0 Fence NA 0
Other NA Microwave 0 Heated 0 Pool NA 0
Condition Avo WasherlDrver n Rnished n Shed Ri
Additional features (special energy efficient items, etc.): Dwelling appears to be in average condition.
2
Condition of the improvements, depreciation (physical, functional, and extemal), repairs needed, quality of construction, remodeling/additions, etc.: Subject Is a
sollt-Ievel slvle dwellino in averaae condition with a tvvo car attached aaraae. Phvsical: Deoreciation due to aae and condition. Functional: No
cental air. External: No adverse locationai features noted. This reoort is NOT a home inspection and the aooraiser only performed a visual
- insoection of accessible area and that the aooraisal cannot be relied uoon to disciose conditions and/or defects in the properly,
Adverse environmental conditions (such as, but not lim~ed to, hazardous wastes, toxic substances, etc.) present in the improvements, on the site, or in the
immediate Vicinity of the subject property.: None Known - appraiser is not qualified to detect such substances. If the house is sold, termite and
radon certifications are suooested. Houses built before 1978 may contain lead base oaint.
Freddie Mac Form 70 6193
PAGE 1 OF 2
Form UA2 - "WinTOTAL" appraisal software by a la mode, inc, -1-800-ALAMODE
Fannie Mae FOIm 1004 6193
UNIFORM RESIDENTIAL APPRAISAL REpORT
I]~n
Summary'Report
FIle No. 6-0406 R-2
Valuation SectJon
ESTIMATED SITE VALUE
ESTIMATED REPRODUCTION COST-NEW-OF IMPROVEMENTS:
Dwelling 2,026 Sq, Ft. @$ 91.97 - $
624 Sq, Ft. @$ 2.00 =
. Garage/Carport ~ Sq, Ft. @$
Total Es~mated Cost New...
Less Physical
Deprecia~on 61 ,3491
Depreciated Value of Improvements
"As-is" Value of S~e Improvements ."
INDICATED VALUE BY COST APPROACH
ITEM SUBJECT
305 E Elmwood Ave
Address Mechanicsburo
Proxin;;;;;- to Sublect
Sales Price
Price/Gross Livino Area
Data and/or
Verifica~on Source
VALUE ADJUSTMENTS
Sales or Rnancing
Concessions
Date of Salemme
Loca~on
Leasehold/Fee Simnie
S~e
View
Desion and Aooeal
Qualitv of Construc~on
Ane
Condi~on
Above Grade
Room Count
Gross Livinn Area
Basement & Rnished
- Rooms Below Grade
Functional Utilitv
= HeatinnlCoolino
- Enernv Efficient ~ems
Garan~JCarnnrt
Porch, Pa~o, Deck,
Rrenlace1s' etc,
Fence Pool etc,
....= $
Func~onal Extemal
3,000 I =$
....... ' =$
, " "".""."",..",.., =$
,.. .......... ~$
COMPARABLE NO, 1 COMPARABLE NO, 2 COMPARABLE NO, 3
11 Big Horn Ave, 602 Somerset Dr. 916 Gettysburg Pike
Mechanicsburo Mechanicsburo Mechanlcsburo
, ,,' 2,5 miles SE 0.44 miles NE 3.21 miles S
$ NA / ,,'" 1$ 210000 li 193 400 I~
r~ c/J~ 87,94c/J1 ".' ..',,, 't 107,44c/J1 I~ 77.39c/J1
Inspection CPML, Courthouse, Realtor CPML, Courthouse, Realtor CPML, Courthouse, Realtor
~ ~ ~
DESCRIPTION DESCRIPTION +( -)$ Adjust. DESCRIPTION +(-)$ Adjust. DESCRIPTION
, , ;, .,,,. ,", ,'. Conventional Conventional Conventional
,.' "', Y';."" None Known None Known None Known
'"" "'" " 7/22/05 MT 11 7/8/05 MT 4 4/15/04 MT 16 :
Suburban Suburban/lnf: +5 000 Suburban: Suburban/lnf
Fee Simole Fee Simole Fee Simole Fee Simole
,44 Acres .26 Acres : +5 000 .21 Acres : +5 000 .48 Acres
Avn Ava : Enual Enual
Solit-Level Solit Level Snlit-Level Solit-level
Ava Avo Ava Avo
47 34 28: -5 000 46
Ava Ava Enual Enual
Total: Bdrms: Baths Total :Bdrms: Baths: Total :Bdrms: Baths: Total :Bdrms: Baths:
8 4: 2.5 8: 3 2.5: 8 : 3 2.5 9 4,' 3 :
2028 Sa, Ft. 2388 Sa, Ft. : -5400 1 800 So. Fl. : +3420 2,778 Sq, Fl. :
Partial/Part Finish Partial Unfinished : Partial/Part Finish : Partial/Part Finish :
RRlLau/Stor Storace +2 000 RRllau/Stor BRlOfclRR
Avn Ava Avo: Avo
EBB/No CA EBB/CA -3000 EBB/CA -3000 OFVVAlCA
Insulation Insulation " Insulation 'nsulation
2 Car Attached 1 Car Built-in +2 000 1 Car Built-in : +2 000 2 Car Attached :
Patio/Deck Deck/Patio Porch Deck
1 FPwflnsert 1 FP : 1 FP 2 FP
Shed NA Shed Shed
NA NA : NA : NA
NetAdi, Itotal\'.">/'; IX1 + rl- '$ 5600 iYI + il- :$ 2420 rl + 1X1- :~
Adjusted Sales Price \,,\,~: F, 'II I I
ofComnarable<;'ic,'c I .......1$ 215600 ..... I~ 195820 1$ 203250
Comments on Sales Comparison (including the subject property's compa~bility to the neighborhood, etc.): Sales used were all reasonably similar styll~
dwellings in the same neiQhborhood and subject to reasonably similar amenities. Adiustments were based on market extraction and/or
! iudoment. The indicated value ranoe on the above orid extends from $195 820 to $215600, The indicated market value is estimated to be iess
than the unner end of the value ranoe and at $215,000.
..= $
Comments on Cost Approach (such as, source of cast es~mate, site vaiue,
square toot calcula~on and tor HUD, VA and FmHA, the estimated remaining
economic life of the property):
Source of Costs: Marshall Valuation Service and local
Contractors.
60 000
186,515
1,248
33,20 =
16,733
204,496
Estimated remaininG economic life of the dwellino is
50 vears.
--
64 349
140147
15000
215,147
--
--
215000
: +(-)~
+5 000
+5 000
-1,500
-11250
-4 000
-3000
-2 000
11750
ITEM SUBJECT COMPARABLE NO, 1 COMPARABLE NO, 2 COMPARABLE NO, 3
Date, Price and Data Not in the last Not in the last year. Not in the last year. Not in the last year.
Source, for prior sales year. MlS MlS MlS
within vearof anoraisal CCTAO 4-14-06 4-14-06 4-14-06
Analysis of any current agreement of sale, op~on, or listing of subject property and analysis of any prior sales of subject and comparables within one year of the date of appraisal:
The sub'ect is not currentlv offered for sale or under an aoreement of sale. No nrior sales within three vears.
INDICATED VALUE BY SALES COMPARISON APPROACH ......... $ 215000
INDICATED VALUE BY INCOME APPROACH (if Annllcablel Es~mated M;;,j;~iRe~i""$--""NA" . ";M~,~Gro~;Re~tM~lfi~li~; NA "~$ NA
This appraisal is made 1:8:1 "as is' 0 subject to the repairs, a~era~ons, inspec~ons or condi~ons listed below 0 subject to comple~on per piers & speclfica~ons,
Conditions of Appraisal: If property is sold, subject to satisfactory termite and radon certifications with appraised value based on clear test relsults,
Final Reconcilla~on: Insufficient market data was available to process the Income Approach. The Cost Approach is considered and used as a
check far this aooraisal and lvoicallv sets the UDDer limit of value, The Sales ComDarison Aocroach is deemed most reliable and oiven oreatest
weioht.
~ The purpose of this appraisal is to es~mate the market value of the real property that is the subject of this report, based on the above conditions and the certification, contingent
and limiting conditions, and market value definition that are stated in the attached Freddie Mac Form 439/FNMA form 1004B (Revised 6-93),
I (WE) ESTIMATE THE MARKET VALUE, AS DEFINED, OF THE REAL PROPERTY THAT IS THE SUBJECT OF THIS REPORT, AS OF 1 o-19-0e,
(WHICH IS THE DATE OF INSPECTION AND THE EFFECTIVE DATE OF THIS REPORT) TO BE $ 215,000
A~PRAISE~ c-=: / S~PERV1S0RY APPRAISER (ONLY IF REQUIRED):
Signature ~_ ). ~ Signature
Name Dennis L. Stover Name
Date Report Signed 4-17-06 Date Report Signed
State Certification # PA State Certified Residential Real Est; State PA State Certification #
Or State License # Certification Number: Rl138906 State PA Or State License #
Freddie Mac Form 70 6/93
o Did [J Did Not
Inspect Property
State
Statl)
PAGE 2 OF 2
Form UA2 - "WinTOTAL" appraisal soltware by a la mode, inc, -1-800-ALAMODE
Fannie Mae Fonll1 004 6-93
GEORGE CLAUSER
D'ane #61
File No. 6-0406 R-2
~
Borrower NA
ProDertv Address 305 E Elmwood Ave
Citv Mechanicsburo
Lender Mid Penn Bank
County Cumberland
State PA
Zip Code 17055-4206
PROPERTY HISTORY OF SUBJECT PROPERTY
In developing a real property appraisal, when the value opinion to be developed is market value, an appraiser must, if such
information is available to the appraiser in the nonnal course of business:
(a) analyze all agreements of sale, options, or listings of the subject property current as of the effective date of the appraisal.
(b) analyze all sales of the subject property that occurred within the three (3) years prior to the effective date of the appraisal.
The appraiser has attempted to obtain specific information on the subject property with the following findings:
I,8J The subject property has had no change of ownership in the past three (3) years.
I,8J The subject property has had no change of ownership in the past five (5) years.
o The subject property is currently under contract. Details of the pending purchase are summarized below.
o The subject property is currently offered for sale: The listing price is $
o The subject property has been sold in the past three (3) year period. Details of the previous sale(s) are disclosed below.
Sala/Recording Date Sales Price List/Asking Price Grantor/Grantee Data Source ~
LJ The subject property is proposed construction and is not currentiy being offered.
o A previous sales history of the subject property could not be obtained by the appraiser in the normal course of business.
Comments:
Form PHS2 - "WinTOTAL" appraisal software by a la mode, inc. -1-BOO-AlAMODE
[E:lge # 71
Subject Photo Page
Borrower/Client NA
PropertY Address 305 E Elmwood Ave
City Mechanicsbul"ll County Cumberland State PA ZiD Code 17055-4206
Lender Mid Penn Bank
Subject Front
305 E. Elmwood Ave.
Sales Price NA
Gross Living Area 2,028
Total Rooms 8
Total Bedrooms 4
Total Bathrooms 2
Location Suburban
View Avg
Site .44 Acres
Quality A vg
Age 47
Subject Rear
Subject Street
Form PICPIX.SR - "WinTOTAL" appraisal software by a la mode, inc. -1-800-ALAMODE
[l'IQe #81
Building Sketch
Borrower/Client
Property Address
City
Lender
NA
305 E Elmwood Ave
Mechanicsburg
Mid Penn Bank
County Cumberland
State P A
Zip Code
H0554206 ~
305 E. ELMWOOD AVE.
SECOND LEVEL FIRST LEVEL THIRD LEVEL
24.0' 26.0' PATIO 26.0'
MASTER
DINING :c FAMILY ROOM BATH MASTER
KITCHEN ~
ROOM lD BATH BEDROO!
" " " "1 " 21.0' " "
~ ~ ~ re " g:i g:i
1!i
LiVING ROOM BEDROOM BEDROOM
2 CAR GARAGE
FOYER BEDROOM
24.0' PORCH 26.0' 21.0' 26.0'
BASEMENT
24.0'
:;
0 LAUNDRY
0
'" "
" u
~ w ~
'" REC ROOM
NOT EXACT AND NOT TO SCALE
24.0'
Sketctlby"~IV'"
Comments:
AREA CALCULATIONS SUMMARY LIVING AREA BREAKDOWN
Codo Doscrtptlon NotSI". Not Totals Breakdown Subtotals
GLAl First Leval 676.0 676.0 !"irst Level
GLA2 Second Level 624.0 624.0 26.0 x 26.0 676.0
GI.A3 Third Level 728.0 728.0 Second L.w&l
BSMT Basement 624.0 624.0 24.0 x 26.0 624.0
GAR Attached Garage 504.0 504.0 Third Level
26.0 x 28.0 728.0
Net LIVABLE Area (Rounded) 2028 3 Items (Rounded) 2028
Form SKT.BldSkl- "WinTOT AL" appraisal software by a la mode, inc. -1-800-ALAMODE
OJaae #91
Comparable Photo Page
Borrower/Client
Prooertv Address
Cltv
Lender
NA
305 E Elmwood Ave
Mechanicsbura
Mid Penn Bank
Countv Cumberland
State PA
ZiD Code
H~OO ~
Comparable 1
11 Big Hom Ave.
ProX. to Subject 2.5 miles SE
Sale Price 210,000
Gross Living Area 2,388
Total Rooms 8
Total Bedrooms 3
Totai Bathrooms 2.5
Location Suburban/lnf
View Avg
Site .28 Acres
Quality Avg
Age 34
Comparable 2
602 Somerset Dr.
Prox. to Subject 0.44 miles NE
Sale Price 193,400
Gross Living Area 1,800
Total Rooms 8
Total Bedrooms 3
Total Bathrooms 2.5
Location Suburban
View Equal
Site .21 Acres
Quality Avg
Age 28
Comparable 3
916 Gettysburg Pike
Prox. to Subject 3.21 miles S
Sale Price 215,000
Gross Living Area 2,778
Total Rooms 9
Total Bedrooms 4
Total Bathrooms 3
Location Suburbanllnf
View Equal
Site .48 Acres
Quality Avg
Age 46
Form PiCPIX.CR - 'WinTOTAL" appraisal software by a la mode, inc. -1-BOO-ALAMOOE
[fil@.!t1QJ
Location Map
Borrower/Client
Property Address
City
Lender
NA
305 E Elmwood Ave
Mechanicsbura
Mid Penn Bank
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Form MAP.LOC - "WinTOTAL" appraisal software by a la mode, inc, -1-800-ALAMODE
lPaQe #111
Intended Use
File No. 6-0406 R-2
Borrower/Client
Pronertv Address
C~
ender
NA
305 E Elmwood Ave
Mechanicsbura
Mid Penn Bank
,. C"" 1 "'55-4206 ~
Countv Cumberland
State PA
INTENDED USE
The intended use of this appraisal report is for the lender/client to evaluate the property that is the subject of this appraisal for
estate purposes.
INTENDED USER
The Intended user of this appraisal report is the lender/client.
SCOPE OF WORK
The scope of work for this appraisal is defined by the complexity of this appraisal assignment and the reporting requirements
of this appraisal fomn, including the following definition of market value, statement of assumptions and limiting conditions, and
certifications. The appraiser must, at a minimum: (1) perfomn a complete visual inspection of the interior and exterior areas
of the subject property, (2) inspect the neighborhood, (3) inspect each of the comparable sales from at least the street, (4)
research and verify, and anaiyze data from reliable public and/or private sources, and (5) report his or her analysis, opinions,
and conclusions in this appraisal report.
EXTENT OF APPRAISAL PROCESS
The appraisal is based on the information gathered by the appraiser from public records, other identified sources,
inspection of the subject property and neighborhood, and selection of comparable sales within the subject market area. The
original source of the comparables is shown in the Data source section of the market grid, along with the source of
confimnation, if available. The original source is presented first. The sources and data are considered reliable. When
conflicting infomnation was provided, the source deemed most reliable has been used. Data believed to be unreliable was
not included in the report, nor used as a basis for the valuation conclusion.
SOURCE OF THE DEFINITION ON MARKET VALUE
US PAP, 2005 Edition
This definition is from reguiations published by federal regulatory agencies pursuant to Titie XI of the Financial Institutions
Reform, Recovery and Enforcement Act (FIRREA) of 1989 between July 5, 1990 and August 24, 1990, by the Federal
Reserve System (FRS), National Credit Union Administration (NCUNA), Federal Deposit Insurance Corporation (FDIC), The
office of Thrift Supervision (OTS), and the Office of the Comptroller of the Currency (OCC). This definition is also referenced
in regulations jointly published by the OCC, OTS, FRS, and FDIC on June 7, 1994. and in the Interagency Appraisal and
Evaluation Guidelines, dated October 27, 1994.
Form SUP - "WinTOTAL" appraisal software by a la mode, Inc. -1-800-ALAMODE
~;lJLmJ
Rorrower/Cli.nt NA
Pronertv Address 305 E Elmwood Ave
ciiv Mechanicsbura Countv Cumberland State PA Zip Code 17055-4206
ender Mid Penn Bank
Special Conditions
Rie No 6-0406 R-2
SPECIAL CONDITIONS ADDENDUM
The following checked items are specific special conditions that were identified by the appraiser during the inspection of the
subject property, the incomparable sales, and their neighborhoods and locations.
1. The subject is located in a rural area and is less than 25% built-up. The condition is
typical and common for the area and DOES NOT affect the market value.
_X_ 2. Commercial uses are located within the subject's neighborhood. These uses are typical
of similar neighborhoods and DO NOT affect the market value.
_X_ 3. Industrial uses are located within the subject's neighborhood. The presence of
industrial uses, is typical for the neighborhood and DOES NOT affect the market value.
_X_ 4. Vacant and underdeveloped land uses are located within the subject's neighborhood.
These uses are typical for the area and DO NOT affect the market value.
5. The predominant value in the neighborhood is less than that of the market value of the
subject property. This condition is due to the superior qualities of the subject
property as described in this report. This condition DOES NOT affect the market value.
6. The subject property is located in a F. I. A. Identified Flood Zone.
7. Dampness is noted in the basement of the subject. Standing or running water was not
present on basement floor.
_X_ 8. The subject is older than five(5) years old. All mechanical systems including the
heating, electrical and plumbing system appears upon a visual exterior inspection to
be in working order. No warranties are implied in this statement.
9. The electrical system was not connected during inspection.
_ 10. The water service was not connected during inspection.
_ 11. The heating system was shut down during inspection.
_ 12. Well and septic are common to the area.
_ 13. Repair items were noted in the comments section of the report. These comments on
repair items are for descriptive purposes only and are not required repairs. The
repair items are cosmetic in nature and DO NOT affect the market value.
_ 14. Subject is new construction and was 90% completed on date of inspection. Compliance
and completion inspections suggested prior to settlement.
_X_ 15. Should property be sold, termite and radon certifications are suggested, with appraised
value based on clear results.
_ 16. The land value exceeds 30% of total value due to the high demand for vacant land in
this neighborhood. This condition is considered common and typical for the
neighborhood and DOES NOT affect the market value.
_ 17. The land value exceeds 30% of total value. This is due to the large size of the site.
this condition is considered to be typical and common and DOES NOT affect there market
value.
_ 18. Individual adjustments were required that exceed 10%. These adjustments were required
due to the lack of more similar comparables on that individual rating. All three
comparables are the BEST AVAILABLE.
_ 19. Total adjustments exceed 15%. This is due to the lack of comparables on that individual
rating. All three comparables are the BEST AVAILABLE.
_ 20. One or more comparable sales are older than six(6) months old. Although there are
comparable properties in the subject area, none have sold recently, therefore, sales
in excess of six (6) months old had to be used.
_X_ 21. One or more of the comparables used were in excess of one(1) mile from the subject
property. Although there are comparables in the immediate area, none have sold
recently. Therefore, it was necessary to use comparable sales outside of the
immediate area. All comparables used are located in similar neighborhoods and within
the same marketing area. All three comparables used were the BEST AVAILABLE.
_ 22. Roofing certification is suggested.
_ 23. Plumbing certification is suggested.
_ 24. Electrical certification is suggested.
_ 25. Heating certification is suggested.
_ 26. Flood Hazard Insurance is suggested.
_ 27. Seller is paying part or all of closing cost. This DOES NOT affect the market value.
_X_ 28. All comparable sales are closed sales.
_X_ 29. The subject property has not transferred in the past three years..
-P_ 30. This appraisal is a Summary Report with complete data retained In appraisal file.
Form SUP - "WinTOTAL" appraisal software by a la mode, inc. -1-800-ALAMODE
(Eige #131
DEFINITION OF MARKET VALUE: The most probable price which a property should bring in a competitive and open market under all conditions
requis~e to a fair saie, the buyer and seller, each acting prudentiy, knowledgeably and assuming the price is not affected by undue stimulus. Implicit in this
definition is the consummation of a sale as of a specliied date and the passing of titie 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.
. Adjustmenfs to the comparables must be made for speciai or creative financing or saies concessions. No adjustments are necessary
for those costs which are normally paid by sellers as a resui! 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
comparabie 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 tor matters of a legal nature that affect either the property being appraised or the title to it. The appraiser assumes ttlat
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 Rood 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 specliic 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. Thm
separate valuations of the land and improvements must not be used in conjunction with any other appraisal and are Invalid Ii 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 at the SUbject property or that he or she became aware of during the normal research involved in performing
the appraisal. Unless otherwise stated in the appraisal report, the appraiser has no knowledge of any hidden or unapparent conditions of the property or
adverse environmental conditions (including the presence ot hazardous wastes, toxic substances, etc.) that would make the property more or less valuable, ilnd
has assumed that there are no such conditions and makes no guarantees or warranties, express or implied, regarding the condition at 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 slJch
conditions exist. Because the appraiser is not an expert in the field of environmental hazards, the appraisal report must not be considered as an
environmentai 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 o1her
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 appraisai report and valuation conclusion for an appraisal that is subject to satisfactory completion, repairs, or
ai!erations 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 specliled in the appraisal report can distribute the appraiSal report
0ncluding conclusions about the property value, the appraiser's identity and professional designations, and references to any professionai 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 departrrent, agency, or instrumentaiity
of the United States or any state or the District of Coiumbla; except that the iender/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 wrliten 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 mEidia.
Freddie Mac Form 439 6-93
Page 1 of 2
Fannie Mae Form 1004B 1;-93
GEORGE CLAUSER
Form ACR - "Win TOTAL" appraisal software by a la mode, inc. -1-800-ALAMODE
~e#141
APPRAISER'S CERTIFICATION: The Appraisercertities 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 ~ems 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, ij 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 significanf 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 iimiting 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 witi,
respect to the participants in the transaction. I did not base, e~her 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 vicin~ 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 vaiue 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 estimabl,
the attainment of a specijic resu~, or the occurrence of a subsequent event in order to receive my compensation and/or employment for performing the appraisal. I
did not base the appraisal report on a requested minimum valuation, a specific vaiuation, 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 promuigated by the Appraisal
Standards Board of The Appraisal Foundation and that were in place as of the effective date of this appraisal, ~ 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 neighborihood section of this report, unless I have otherwise stated in the
reconciliation section.
8. I have personally inspected the interior and exterior areas of the subject property and the exterior of all properties listed as comparables in the appraisal report.
I further certify that f have noted any apparent or known adverse conditions in the subject improvements, on the SUbject site, or on any s~e within the immediate
vlcin~ 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. I have also commented about the effect of the adverse conditions on the marketability of the subject property.
9. I personally prepared all conclusions and opinions about the real estate that were set forth in the appraisal report. If I relied on significant professional
assistance from any Individual or individuals in the pertormance of the appraisal or the preparation of the appraisal report, I have named such indlvidual(s) and
disclosed the specific tasks performed by them in the reconciliation section of this appraisal report. I certify that any individUal so named is qualified to perform
the tasks. i have not authorized anyone to make a change to any ~em in the report; therefore, ij an unauthorized change is made to the appraisal report, I will tal(e
no responslbil~ for it.
SUPERVISORY APPRAISER'S CERTIFICATION: If a supervisory appraiser signed the appraisal report, he or she certifies and agrees that:
I dlrectiy 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 responsibjJ~ for the appraisal and the appraisal report.
ADDRESS OF PROPERTY APPRAISED: 305 E Elmwood Ave, Mechanicsburg, PA 17055-4206
APPRAISER:
SignatlJre: ~ 1. ~
Name: Dennis L Stover
Date Signed: 4-17-06
State Certification #: PA State Certified Residential Real Estate Appraiser
or State License #: Certification Number: RL 138906
State: PA
Expiration Date of Certification or License: 613012007
SUPERVISORY APPRAISER (only If required):
Signature:
Name:
Date Signed:
State Certification #:
or State License #:
State:
Expiration Date of Certification or License:
o Did
o Did Not Inspect Property
Freddie Mac Form 439 6-93
Page 2 of 2
Fannie Mae Form 1004B 6-93
Form ACR - 'W1nTOTAL" appraisal software by a fa mode, inc. -1.800-ALAMODE
Rle No. 6-0406 R-2
Borrower/r.nent
Prooertv Address
City
ender
NA
305 E Elmwood Ave
Mechanicsbura
Mid Penn Bank
State P A
Zio Code 17055-4206
Countv Cumberland
ELECTRONIC SIGNATURE COMPLIANCE
Wintotal and Project 2000 are fully ASB (Appraisal Standards Board) compliant in their security. The signatures on this
report have not been altered in any way and the digital signatures are to be considered as original.
Form SUP - "Win TOTAL" appraisal software by a la mode, inc. - 1-800-ALAMODE
CE:iQe #151
~
[EaQp #161
Certificate
Borrower/Client
Prooertv Address
~.
Lender
NA
305 E Elmwood Ave
MechanicsburQ
Mid Penn Bank
County Cumberland
State P A
Zip Code
"'.HZ" ~
.~
Commonwealth of Pennsylvania 04 - 2 4 2691
D~P~ijD8ij&~State
Bureau of Pr?~~J9lfiifiiiiil~itpational Affairs
PO Bo~t649'Harrisbllrg PA 1-7.l\lS-2649
I~' ',,;,\
I '" -' .
Certificate Type l ~. i s 1 Certificate Statm
Certified Residential Appraiser \ c\'. .t } Active
~ "~ I
\\,"':.~'\, ;
'I., 1 ' .{
'" <:~J~_,,:__~:;;;~\/( I nitial Certification Hate
11/2612003
DENNIS L STOVER
625 ADELIA ST
MIDDLETOWN PA 17057
~L.~
Comri1i~sioner of Professional and Occupational Affairs
Certificate
Number
RL 138906
Expiration Date
06/30/2007
~ / ~)f----
Slgnalure
Jic:-
Form MAP.PLAT - "WinTOTAL' appraisal software by a la mode. inc. -1-800-ALAMODE
Date of Death: 10/19/2005
Valuation Date: 10/19/2005
Processing Date: 07/14/2006
Shares
or Par
Security
Description
1)
2600 EBAY INC (278642103)
COM
NASDAQ - Industrial
10/19/2005
2)
59 PARADIGM HLDGS WYO (69901V106)
COM
NASDAQ - Industrial
10/19/2005
3 )
13 SITI-SITES COM INC (847623303)
COM
Other OTC
10/19/2005
4)
6 SOUTHMARK CORP (844544882)
PFD A CONV
Other OTC
10/19/2005
5)
100 TOWLE MFG CO (892008202)
PFD A $0.44
New York Stock Exchange
11/23/1987
Last price available on 11/23/1987
6)
6 IVAX CORP (465823102)
COM
American Stock Exchange
10/19/2005
Total Value:
Total Accrual:
Total: $107,290.68
Estate Valuation
High/Ask
42.07000
3.00000
0.03000
0.05000
1.12500
27.67000
Page 1
Estate of: Estate of Raymond E Gregory
Report Type: Date of Death
Number of Securities: 6
File ID: gregory
Low/Bid
Mean and/or Div and Int
Adjustments Accruals
40.21000 H/L
2.50000 A/B
0.03000 H/L
0.01000 A/B
1.00000 A/B
26.95000 H/L
41.140000
2.750000
0.030000
0.030000
1. 062500
27.310000
Security
Value
106,964.00
162.25
0.39
0.18
N/A
163.86
$107,290.68
$0.00
This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions,
please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.0.4)
Jul 12 06 04:32p
Claude C. WaITe ~ Assoc.
(717) 737 0734
p.2
CLAUDE Ce WOLfE & ASSOCIATES
AC"CTIONEERS & APPRAISERS
FAMILY OWNED SINCE 1910
2009 LINCOLN STREET. CAMP Hill, PA 17011
717-737-0734
June 9,2006
Estate of Raymond E. Gregory
305 Elmwood Avenue, Mechanicsburg, P A 17055
ENTRY
Spinet piano
Oak hall tree
125.00
175.00
LIVING ROOM
Folding table
Computer with Keyboard, monitor & printer - old
Slant top secretary desk
Realistic radio
Metal shelving
3.00
50.00
125.00
1.00
2.00
Yellow tablets
Small table
Flashlight
Pair of drop leaf end tables
Window table
5.00
1.00
3.00
35.00
5.00
( 4) Giant size nut crackers
Scales of Justice
1950 Mercedes Benz 170S Cabriolet model
1955 Oldsmobile Super 88 model
1965 Chevrolet Corvette - Maisto-Marvel model
30.00
4.00
10.00
10.00
10.00
Corvette(unknown vintage) - Maisto-Marvel model
1907 Rolls Royce "The Silver Ghost" - Franklin Mint
1977 Corvette - Burago model
1997 CS Corvette - Burago model
1951 Ford F -1 pickup truck - Welly model
10.00
30.00
12.00
12.00
10.00
Jul 12 06 04:32p
Claude C. WaiTe & Assoc.
(717) 737 0734
CLAUDE C. WOLFE & ASSOCIATES
AUCTIONEERS & APPRAISERS
FAMILY OWNED SINCE 19/0
2009 LINCOLN STREET. CAMP Hill, PA 17011
717-737-0734
Gregory appraisal
Page 2 of 14
LIVING ROOM ~ continued
1965 Pontiac GTO convertible(Hurst edition) - Maisto model
Ford F-150 SVT pickup - Burago model
Volkswagen(unmarked) model
1955 Mercedes Benz 1905L - Maisto model
1959 Cadillac, Series 62 - Danbury Mint model
1953 Buick Skylark - Danbury NUnt model
Plymouth Prowler(unknown vintage) - Danbury Mint model
1967 Chevrolet Camaro(unknown manufacturer)
1967 Chevrolet Camara RS/SS 396 - Maisto model
1967 Chevrolet Camara Z28(unknown manufacturer)
1967 Chevrolet CheveIle SS-396 - Motor Max model
1969 Pontiac GTO "Judge" - Motor Max model
1964 ~ Ford Mustang Convertible - Motor Max model
Chrysler "Howler"(unknown vintage - Motor Max model
1967 Chevrolet Chevelle SS-396 - Motor Max model
1971 Chevrolet Chevelle SS-454 - Maisto model
1969 Plymouth Barracuda 383(unknown manufacturer)
1957 Chevrolet Corvette - Burago model
Dodge Viper RT-10(unknown vintage) - Burago
Petri 35mm camera
Rocking chair
Floor lamp
Daewoo "Sojin" black spinet piano
(35) Silver plated Presidential spoons
10-Pieces sterling silver salt & peppers & candlesticks
Buffet
Sofa
Coffee table
(3) Oriental style rug runners
Pioneer YSX-604S receiver
p.3
5.00
5.00
5.00
10.00
30.00
25.00
30.00
10.00
10.00
10.00
5.00
5.00
5.00
5.00
5.00
10.00
5.00
5.00
7.00
30.00
45.00
8.00
125.00
20.00
100.00
60.00
10.00
20.00
30.00
30.00
Jul 12 06 04:33p
Claude C. WolFe ~ Assoc.
(717) 737 0734
CLAUDE C. WOLFE & ASSOCIATES
AUCTIONEERS & APPRAISERS
FAMILY OWNED SINCE 1910
2009 LINCOLN STREET. CAMP HIll, PA 17011
717-737-0734
Gregory appraisal
Page 3 of 14
LIVING ROOM - continued
Pioneer PD-DM802 compact disc player
Pair of Paradigm UMonitor 7" speakers
2-Drawer Oriental style server
7-Drawer lingerie chest
(4) Bird figurine music boxes by Gorham
(2) Bird figurine containers
Kodak Advantix F600 camera
Marble base compote
l\1isc. glassware
Decorative brass cannon
Misc. CD's (20)
(2) Chess sets
Cuckoo clock
Desk lamp
Misc. contents of living room
DINING ROOM
(2) China closets (1 with broken door)
Old Kirby vacuum cleaner
Noritake '"Rose Marie" partial svc/12 dinnerware
Silver plated tea service
Air conditioner
Wallet with $169.00 in cash
(9) Misc. knives
2005 Silver Eagle silver dollar
Table and 3 chairs
Mirror
Liquor cabinet
Desk lamp
Server
p.4
25.00
50.00
30.00
60.00
20.00
4.00
15.00
12.00
10.00
3,00
5.00
10,00
25.00
4.00
35,00
40.00
2.00
90.00
10.00
35,00
169.00
75.00
15,00
25,00
3.00
25.00
2.00
5.00
Jul 12 06 04:33p
Claude C. WaITe & Assoc.
(717) 737 0734
CLAUDE C. WOLFE & ASSOCIATES
AUCTIONEERS & APPRAISERS
FAMILY OWNED SINCE 1910
2009 LINCOLN STREET. CAMP HilL, PA 17011
717-737-073.4
Gregory appraisal
Page 4 of 14
DINING ROOM - continued
International svc/12 silver plated flatware
Misc. contents of dining room
KITCHEN
Emerson microwave - old
Craftsman tool box & misc. tools
1937 Studebaker Coupe Express pickup truck mode1(unknown manufacturer)
Buck 119 knife & sheath
(2) Winchester knives
Scales
Coca Cola dishes
GE side by side refrigerator - old
Framed display of knots
Remote telephone
Cookware
Utensils
Coffee pot
Toaster
Sony portable radio
Misc. contents of kitchen
FIRST FLOOR BATH
Flashlight
Sony portable radio
p.5
60.00
35.00
2.00
2000
10.00
25.00
15.00
2.00
10.00
60.00
20.00
2.00
10.00
5.00
1.00
1.00
3.00
35.00
4.00
3.00
Jul 12 06 04: 33p
Claude C. WolFe & Assoc.
(717) 737 0734
CLAUDE C. WOLFE & ASSOCIATES
AUCTIONEERS & APPRAISERS
FAMILY OWNED SINCE 1910
2009 LINCOLN STREET. CAMP HILL, PA 17011
717-737-0734
Gregory appraisal
Page 5 of 14
FAMILY ROOM
Spooled table
Desk lamp
(2) Upholstered chairs
Bulky legged table
Sony TV
Large vase
Electric fan
Weight bench & weights
Sewing machine/table - old
Kitchen table
Sofa
Wall mirror
End table
Small round table
(3) Oriental style rugs
Magnavox VCR
Oak gun cabinet
GUNS:
W. V. Steiger "Thun" Ser.#25505 - poorly refinished
Royal Thailand Mauser Ser.#5693 - poorly refinished
1926 Spanish Mauser Ser#2T 7664 - poorly refinished
1911 Schmidt Ser.#344145 - poorly refinished
Winchester Model 9422 XTR w/Glenfield 4x15 scope Ser.#F51l7765
( excellent) .22 cal.
Marlin Model 782 Ser.#18735740 - (very good) .22 WI\.1R cal.
Winchester Model 94 Ser.#2761223(1964/65) 30-30 cal- refinished
Marlin Model 336CS Ser.#17053527 (good) 30-30 cal
Daisy Powerline 881 Ser.#4D02180 BB gun
AK-47 Rifle - MAK-90 Sporter Ser.#941 49911 -7.62x39mm cal
( excellent)
p.6
40.00
5.00
4.00
15.00
40.00
10.00
2.00
10.00
20.00
5.00
5.00
15.00
12.00
1.00
25.00
12.00
125.00
100.00
125.00
75.00
150.00
250.00
75.00
125.00
175.00
20.00
350.00
Jul 12 06 04:33p
Claude C. WolFe & Assoc.
(717) 737 0734
CLAUDE C. WOLFE & ASSOCIATES
AUCTIONEERS & APPRAISERS
FAMILY OWNED SINCE 1910
2009 LINCOLN STREET. CAMP HILL, PA 17011
717-737-0734
Gregory appraisal
Page 6 of 14
FAMll. Y ROOM - continued
GUNS: continued
Norinco SKS Sporter Ser.#93 11220 - Labanu Inc., Ronkonkoma, NY
(excellent)
MarlinModel336CS Ser.#17141942 (good) 30-30 cal
Norinco SKS Sporter Ser.#1714017 -Labanu Inc., Ronkonkoma, NY
(excellent)
Thompson Auto-Ordinance(Kahr) "general" Ser.#TEM9826
(excellent) .45 ACP cal semi-automatic pistol
Powerline Model 1200 BB pistol
Mounted pheasant, buck deer & owl
Mise, contents offamily room
LOWER B.EDROOM
Chair
French provincial bedroom dresser, chest & nightstand
Mirror
Misc, costume jewelry
Candleholders
Entertainment center
Globe
Metal shelving
Pelonis heater
W, T. Annstrong 104 - 33 24138 flute
Single bed
Coffee table
Misc. books
Oak dresser
Stand with wooden doll house
p.7
350.00
175.00
350.00
200.00
5.00
20.00
50.00
4.00
10.00
2.00
5.00
3.00
25.00
2.00
1.00
4.00
35.00
5.00
2.00
10.00
135.00
30.00
Jul 12 OS 04:34p
Claude C. WaITe ~ Assoc.
(717) 737 0734
CLAUDE (. WOLFE & ASSOCIATES
AUCTIONEERS & APPRAISERS
FAMILY OWNED SINCE 1910
2009 LINCOLN STREET . CAMP HILL, PA 17011
717-737-0734
Gregory appraisal
Page 7 of 14
LOWER BEDROOM - continued
Desk
Air conditioner
Pair of Pioneer speakers
(3) Bird motif music boxes
Misc. brass and decorator items
Electric fan
Misc. contents of bedroom
MASTER BEDROOM
Bradford exchange Navy & 2 Bulldog USMC rings
Desk light
Approximately $7.00 in U.S. coin(change)
Danbury Mint 193 5 Ford pickup truck model
5-Piece Bedroom suite - repaired bed
Table lamp
Oval rug & 2 small Oriental style rugs
Alarm clock
Pair of brass table lamps
Quilt rack
COINS:
(6) 1976 Bicentennial silver proof 3 -piece set
(5) 1981 Uncirculated sets
(5)1982 Proof sets
(4) 1982 George Washington silver half dollar
1984 Olympiad silver dollar
1984 Uncirculated set
(3)1984 Proof sets
(2) 1985 Proof sets
p.8
10.00
35.00
30.00
6.00
20.00
3.00
35.00
25.00
3.00
7.00
25.00
275.00
2.00
40.00
1.00
5.00
5.00
48.00
40.00
25.00
32.00
7.00
5.00
15.00
10.00
Jul 12 06 04:3410
Claude C. WaITe ~ Assoc.
(717) 737 0734
'-! .J. ~ 'l!D~ ~" ~.Il'O! Fe 1) ASSOCI A'lts
~'JI:",RU Ik ~F" !~, It), bo.' Q1t, . "" ,M' ~..
,~JJCTfCNEE?5 ,}, ,".??RAISERS
FAMILY OWNED SINCE 1910
2009 LINCOLN STREET. CAMP HILL, PA 17011
717-737-0734
Gregory appraisal
Page 8 of 14
COINS: - continued
1986 Prestige set(silver dollar & 5 coins)
1986 American Eagle silver dollar
1987 Proof set
1987 Prestige set(silver dollar & 5 coins)
1987 American Eagle silver dollar
(2)1988 Susan R Anthony sets
(2) 1988 Olympiad silver dollars
(2) 1988 American Eagle silver dollar
1988 U S, Mint Proof set
1989 U, S, Mint Proof set
1989 Congressional silver set
1989 American Eagle silver dollar
1989 Uncirculated coin set
(2) 1990 Eisenhower silver dollars
(2) 1990 American Eagle silver dollars
(2) 1991 Mount Rushmore sets(2 coins)
1991 US. Mint Proof set
(4) 1991 American Eagle silver dollars
(2)1991 uS.a. silver dollar
(2) 1992 Silver Proof sets
1992 Columbus Quincentenary set(2 coins)
1992 White House silver dollar
(2) 1992 American Eagle silver dollars
1993 Prestige set
1993 U. S. Mint Proof set
1993 American Eagle silver dollar
1993 Bill of Rights set(2 coins)
1993 250th Anniversary - Thomas Jefferson silver dollar
10.9
20.00
10.00
5.00
15.00
20.00
20.00
16.00
20.00
5.00
5.00
10.00
20.00
5.00
20.00
50.00
60.00
7.00
28.00
20.00
20.00
20.00
20.00
60.00
20.00
20.00
12.00
20.00
15.00
Jul 12 06 04:34p
Claude C. WolFe ~ Assoc.
(717) 737 0734
CLAUDE C. WOLFE & ASSOCIATES
AUCTIONEERS & APPRAISERS
FAMILY OWNED SINCE 1910
2009 LINCOLN STREET · CAMP HILL, PA 17011
717 -737 -0734
Gregory appraisal
Page 9 of 14
COINS: - continued
1994 Silver Proof set
1994 P.O. W. Proof silver dollar
1994 Vietnam silver dollar
1994 U. S. Capital silver dollar
1995 Civil War Commemorative silver dollar
1995 American Eagle silver dollar
1996 American Eagle silver dollar
1997 U. S. Mint Proof set
1998 American Eagle silver dollar
1998 Silver Premier set
1999 Dolley Madison silver dollar
1999 Yellowstone National Park silver dollar(2 coins)
(2)2001 Indian/Buffalo coin
(2)2002 Silver dollar Proof
2002 Silver Proof set
2003 American Eagle silver dollar
(2)2003 First Flight silver dollar
2003 First Flight half dollar
(3)2004 Thomas Edison Proof silver dollars
(3)2004 Lewis & Clark Expedition silver dollars
2004 American Eagle silver dollar
(2)2005 American Eagle silver dollar
2005 Marine silver dollar
2005 Proof set - Buffalo
2005 Proof set
(22) Misc. knives in dresser drawer
Misc. contents of bedroom
p. 10
20.00
30.00
50.00
15.00
50.00
15.00
40.00
20.00
40.00
20.00
35.00
50.00
20.00
20.00
40.00
20.00
40.00
15.00
75.00
60.00
20.00
40.00
40.00
10.00
15.00
350.00
50.00
Jul 12 OS 04:34p
Claude C. WolFe ~ Assoc.
(717) 737 0734
CLAUDE C. WOLFE & ASSOCIATES
AUCTIONEERS & APPRAISERS
FAMILY OWNED SINCE 19/0
2009 LINCOLN STREET . CAMP Hill, PA 17011
717-737-0734
Gregory appraisal
Page 10 of 14
FRONT END BEDROOM
Huntley chest of drawers, dresser & night stand
King size bed
Grey dresser- old
Green chair
Portable radio
Stand/table
Trash cans
Table lamp
Pelonis heater
:Misc. contents of bedroom
SMALL BEDROOM
Grey chest - old
Single bed
(2) 4-Drawer chests
Lamp
Trash can
Ladder back chair - rough
Collection of mini items
:Misc. contents of bedroom
HALL
Linens
LAUNDRY
Card table
Kenmore washer - old
Maytag dryer
Metal shelving
Small welder
p. 11
165.00
30.00
5.00
2.00
2.00
1.00
1.00
1.00
4.00
10.00
4.00
10.00
10.00
2.00
1.00
5.00
3.00
5.00
2.00
1.00
1.00
40.00
2.00
50.00
Jul 12 06 04:34p
Claude C. WolFe ~ Assoc.
(717J 737 0734
CLAUDE C. WOLFE & ASSOCIATES
AUCTIONEERS & APPRAISERS
FAMILY OWNED SINCE 1910
2009 LINCOLN STREET. CAMP HILL, PA 17011
717-737-0734
Gregory appraisal
Page 11 of 14
LAUNDRY - continued
Car jacks
Collection of Matchbox & other cars - poor condition
Mise, hand tools
Mise, hardware
Misc. contents oflaundry
FAMILY ROOM-LOWER LEVEL
Table
Electric fan
Hoyt compound bow & accessories
Dehumidifier
Armstrong saxophone
Misc. toys
Misc. tools
(8) Nut crackers
Loveseat - poor condition
Misc. Christmas decorations
Misc. Halloween decorations
Upholstered chair - poor condition
Misc. contents
BAR ROOM
Fold-a-bed
Chair
Electric roaster
Misc. Lionel train cars etc. - newer style
Bed frame
p.12
4.00
25.00
100.00
10.00
50.00
3.00
2.00
65.00
15.00
55.00
50.00
50.00
25.00
1.00
10.00
2.00
1.00
50.00
1.00
2.00
2.00
50_00
1.00
Jul 12 06 04:35p
Claude C. WolFe & Assoc.
(717) 737 0734
CLAUDE C. WOLFE & ASSOCIATES
AUCTIONEERS & APPRAISERS
FAMILY OWNED SINCE I910
2009 LINCOLN STREET . CAMP HILL, PA 17011
717-737-0734
Gregory appraisal
Page 12 of 14
BAR ROOM - continued
Chair
(7) Pe10nis style heaters
Yellow display cabinet
4-Drawer file cabinet
Ertl truck
Misc. contents of room
GARAGE
S pool table - painted
Misc. oil & lubricants
Brushes & brooms
Superman & Buck Rogers lunch boxes - fair condition
Craftsman router table
McColloch chain saw
Small air compressor
Snapper lawn mower
Dollies
Lawn mower - no manufacturer
(3) Aluminum extension ladders
Wheel barrow
Wagon
Wooden step ladder
Misc. garden tools
CD player & CD's
Craftsman circular saw
Craftsman 3" belt sander
Craftsman scroll/jig saw
Craftsman drill
p.13
1.00
28.00
20.00
10.00
5.00
35.00
30.00
100.00
5.00
25.00
30.00
45.00
35.00
65.00
20.00
20.00
75.00
5.00
10.00
5.00
10.00
10.00
15.00
20.00
30_ 00
5.00
Jul 12 06 04:35p
Claude C. WolFe ~ Assoc.
(717) 737 lJ734
CLAUDE C. WOLFE & ASSOCIATES
AUCTIONEERS & APPRAISERS
FAMILY OWNED SINCE /910
2009 LINCOLN STREET. CAMP HILL, PA 17011
717-737-0734
Gregory appraisal
Page 13 of 14
GARAGE - continued
(4) Toolboxes
Desk lamp
Misc. Coleman camping supplies
Craftsman electric leaf blower
(2) Black & Decker electric hedge trimmers
Large car ramps
Antique wall mirror
Misc. contents of garage
1968 Camaro Rally Sport, 327 V-8, Automatic transmission, 84,678 miles
Very good condition
1988 Isuzu pickup, 73,000 miles, manual transmission., poor condition
GARAGE ATTIC
(2) Seeders
(10) Toy trucks
Baby doll carriage
Misc. tools & toolbox
Log holder
SHED
Charcoal
Lawn chairs
Misc. garden tools
Falls Products lawn mower
Yard King 2-stage snow thrower
John Deere 65 riding mower
Craftsman 4hp, 20 gal. air compressor
(2) Punching bags
Clock
Scales
p.14
100.00
5.00
20.00
10.00
15,00
25.00
2000
50.00
11,000.00
375.00
5.00
100.00
2.00
20.00
1.00
10.00
2.00
10.00
30.00
175.00
100.00
50.00
8.00
1.00
1.00
Jul 12 06 04:35p
Claude C. WolFe ~ Assoc.
[717J 737 0734
CLAUDE (. WOLFE & ASSOCIATES
AUCTIONEERS & APPRAISERS
FAMILY OWNED SINCE 1910
2009 LINCOLN STREET. CAMP HILL, PA 17011
717-737-0734.
Gregory appraisal
Page 14 of 14
SHED - continued
Garden hose
Craftsman shop vac
Cooler
Misc. contents of shed
p. 15
3.00
4.00
2.00
25.00
APPRAISAL TOTAL $ 21,910.00
This Fair Market Value appraisal is true and correct to the best of my ability as an
auctioneer and appraiser with 35 years experience.
Member: Certified Appraisers Guild of America
,
~ i
. .' \!-.....
".j
G~~. (.~."V~ ~
\,... IL';\:i--.'."
v....w.
~~\
W. K. Dusty Chapman, CAGA
ESTATE OF RAYMOND E. GREGORY
SSN: 265-64-7852
DOD: October 19. 2005
ATTACHMENT TO PA-1500, SCHEDULE Eo ITEM 6
The appraisal received from Claude C. Wolfe &Associates dated June 9, 2006 for the
tangible personal property of the Estate totals $21,910. The highlighted items in the appraisal
have been removed from the appraisal total for various reasons. Please refer to the following list
for these items and reasons for removal:
Items Reported Separately on Schedule E ofPA-1500
Wallet with $169.00 in cash
Approximately $7.00 in U.S. coin
1968 Camaro Rally Sport
1988 Isuzu pickup
$ 169.00
7.00
11,000.00
375.00
Items Belonging to John Gregory, son of decedent,
being stored in decedent's residence
Marlin Model 336CS Ser. #17053527 30-30 cal
Norinco SKS Sporter Ser. # 93 11220
Huntley chest of drawers and night stand
King size bed
Hoyt compound bow and accessories
Miscellaneous toys
Miscellaneous tools
Miscellaneous contents
175.00
350.00
165.00
30.00
65.00
50.00
50.00
50.00
Items Belonging to Jennifer Gregory, daughter of decedent,
being stored in decedent's residence
Daewoo "Sojin" black spinet piano
125.00
TOTAL VALUE, TANGIBLE PERSONAL PROPERTY
$ 9.299.00
615399.1
SAVINGS ACCOUNT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
CHECKING ACCOUNT:
Account Number/Suffix
Date Account Established
Principal Balance at Date of Death
Accrued Interest to Date of Death
Total Principal and Accrued Interest
Name of Joint Owner
Estate of: RAYMOND E. GREGORY
Date of Death: 10/19/2005
Social Security Number: 265-64-7852
fvl~
MEMBERS 1st
FEDERAL CREDIT UNION
16031 -00
04/23/1974
$542.51
$.27
$542.78
None
16031 -11
04/18/1985
$2,558.76
$.35
$2,559.11
None
1). B,ERS 1JEDE';;"L CREDIT UNION
~~& ?7 a~
Denise A. Wolfe I
Insurance Services Supervisor
April 12, 2006
L)~ to
.' ,q / ()
H-
5000 Louise Drive . P.o.Box40 . Mechanicsburg,Pennsylvania 17055 . (717) 697-1161 . www.members1st.org
6/9/2006 2:00
PAGE 002/002
Fax Server
'"
USAA~
9800 F rederi cks burg Road
San Antonio, Texas 78288
June 9, 2006
EST OF RAYMOND E GREGORY
C/O JENNIFER GREGORY
1971 BRANDYWINE RD APT 205
WEST PALM BEACH FL 33409-6800
Contract Number: 00639183U2
Insured: John R. Gregory
USAA Number: 007795584
Re: Mr. Raymond E. Gregory
We are responding to your request for information regarding the contract with USAA Life
Insurance Company referenced above. The information provided is the value at the time of
the owners death, October 2005.
Product: Flexible Premium Adjustable Life
Amount of Coverage: $50,000
Contract Effective Date: September 13, 1985
Owner Name: Raymond E. Gregory
Insured Name: John R. Gregory
Last Monthly Deduction: $14
Payment Frequency: monthly
Premium Amount: $14
Loan Balance: $0
Cash Value: $1,698.67
If you have any questions, please contact us at (800) 292-8556, extension 5-7897. For
contract information, you can also visit us online at usaa.com. We value your business and
look forward to continuing to serve your fmancial needs.
Sincerely,
g~~
Dani M Lara
Member Relations Representative
Life/ Annuity Member Relations
,A
6/9/2006 2:06
PAGE 002/002
Fax Server
'"
USAA~
9800 F rederi cks burg Road
San Antonio, Texas 78288
June 9, 2006
EST OF RAYMOND E GREGORY
C/O JENNIFER GREGORY
1971 BRANDYWINE RD APT 205
WEST PALM BEACH FL 33409-6800
Contract Number: 00639183U3
Insured: Jennifer S. Gregory
USAA Number: 008870432
Re: Mr. Raymond E. Gregory
We are responding to your request for information regarding the contract with USAA Life
Insurance Company referenced above. The information provided is the val'Ie at the time of
the owners death, October 2005.
Product: Flexible Premium Adjusta ble Life
Amount of Coverage: $50,000
Contract Effective Date: August 28, 1985
Owner Name: Raymond E. Gregory
Insured Name: Jennifer S. Gregory
Last Monthly Deduction: $14
Payment Frequency: quarterly
Premium Amount: $14
Loan Balance: $0
Cash Value: $1,845.53
If you have any questions, please contact us at (800) 292-8556, extension 5-7897. For
contract information, you can also visit us online at usaa.com. We value your business and
look forward to continuing to serve your fmancial needs.
Sincerely,
g~~
Dam M Lara
Member Relations Representative
Life/Annuity Member Relations
Date of Death: 10/19/2005
Valuation Date: 10/19/2005
Processing Date: 07/14/2006
Shares
or Par
Security
Description
1 )
8300 NETELLER PLC LONDON (NTLRF)
SHS
Other aTe
10/19/2005
2)
PURCHASEPRO COM (746144302; PROEQ)
COM NEW
Other OTC
10/19/2005
3)
7400 EBAY INC (278642103; EBAY)
COM
NASDAQ - Industrial
10/19/2005
4)
104.98 Cash (CASH)
Total Value:
Total Accrual:
Total: $401,236.02
Estate Valuation
High/Ask
11.75000
0.03500
42.07000
Page 1
Low/Bid
11.55000 H/L
0.03500 H/L
40.21000 H/L
Report Type: Date of Death
Number of Securities: 4
File ID: gregoryira
Mean and/or Div and Int
Adjustments Accruals
11.650000
0.035000
41.14,0000
Security
Value
96,695.00
0.04
304,436.00
104.98
$401,236.02
$0.00
This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions,
please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.0.4)