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Home My WebLink About09-13-06 \ 1 REV-15Ol1 EX (6-OOt .J t COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMBER 21-06-0021 cot.NJY CODE YEAR N.MIER L\J ~ ~~~ fdS:o J:OO o~af DECEDENT'S NAME (LAST, FIRST, AND MIDOlE INITIAL) I- Z Mendock, Martin F. ~ DATE OF DEATH (MMOO-YEAR) DATE OF BIRTH (WOO-YEAR) ~ 12-14.2005 10-15-1928 W (F APPUCABLE) SURVM-IG SPOUSE'S NAME (LAST, FIRST, AND MIDDLE 1N1TlAL) C none ~ 1. Qiginal Relum o 4. Umited Estate o 6. Deceder4 Died Testae (AIadl copy of WI) o 9. Uigaion Proceeds Received o 2. Supplemental Relum o 4a. Fultn kterest Compromise (dP or death after 12-12-82) o 7. Decederi MaintaIned a Uving Trust (AltachCOflf ofTMI) o 10. SpousaIPoverlyCredft(daleofdeathbelw8en12-31-9181111-1-95) SOCIAL SECURfTY NUMBER 083.22.7345 THIS RETURN MUST BE RLED IN DUPUCATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER n/a o 3. Remainder Retlm (dlIIa or d8IIIh "10 12-13-82) o 5. Federal Estate Tax Rel1m Required _ 8. Total N\Jnber ci Safe Deposft Boxes o 11. Section to tax: under See. 9113(A) (AIIac:IISc:h 0) ... ...::.~:"ilIS~:SEcnOf'i:MUSTBE.COMPU:TEP.ALL.CORRESf.i()NljENCEAND.:CONa~l)\X.'NFO$MAtf0t4SHOOlJ):'ee::PI~:TO:..: ffi NAME COMPLETE MAILING ADDRESS ~ SAMUEL L. ANDES ~ FIRM NANC (If ARJIcabIe) r1.l L\J a:: a: o o SlF PA42021F.1 TELEPHONE NUft.eER P.O. Box 168 LEMOY~E, PA 17043 x.o_ (15) $411,486.97 X.O 45 (16) $18,516.91 X .12 (17) X .15 (18) (19) $18,516.91 717-761-5361 (1) 128,000.00 (2) 244,242.92 (3) (4) (5) 61,541.07 z o 5 :J l- ii: ~ w a:: 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Cbsely Held CorpcraIion. PiI1nership or SoI&-Proprietorship 4. t.btgages & Noles Receivable (Schedule D) 5. Cash, Ba1k Deposits & Miscellaneoos Persooal Property (Schedule E) 6. Jointly ()rmed Property (Schedule F) D Sepnte 8iJIing Requested 7. k'4er-V1vos TI3lSfers & Misc:eIIaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (kOI Lines 1 - 7) 9. FooeraI Expenses & Administrative Costs (Schedule H) 10. Debts d Decederi, Mortgage Uabillies, & Uens (Schedule I) 11. Total DeductIons (tooIl Lines 9 & 10) 12. Net Value of Estate (Une 8 minus Una 11) 13. Charitable and GoYenvnentaI BequestslSec 9113 Trusts for which an e1ecl1on to tax has not bean made (Schedule J) 14. Net Value Subject to Tax (Line 12 mioos line 13) (6) (7) (9) 17,954.59 (10) 4,342.43 z o ~ ~ :J Q. :E o u g SEE INSTRUCTlONS FCR APPLJCABLE RATES 15. AmOlIt cI Line 14 taxable a tie spwsaI tax rate. ortransrers IIIder See. 9116 (a)(1.2) 16. Arncut ci Line 14 taxable at lileal rate 17. Arnolri ci Une 14 taxable at sibling rate 18. Arnot.n cI Line 14 taxable at collateral ~ 19. Tax Due 20. 0 ICHECK]~ERE'~YOO~~CliJEsnNG A~ONDof:AN;(M;RPAYM.ENTI OFFICIAL USE ONLY r.,' (",~-- C:..I (;.)", U) c,.:.' -il .: '.) i-I J::; a a I ,-..' "" ') - 'I (8) 433,783.99 (11) 22,297.02 (12) 411,486.97 (13) 0.00 (14) 411,486.97 . .. . .. . ... . . . . . . - . . . .. ." ..- ..:-..>" '. .. .... .......~~..BESUREt()ANSWER ALL.Q~tlQt~fONREVERSI:SIDEAND.~ECtiECKMATH~)c.>< i<::.. .~ P, .. ' Decedent's Complete Address: STREET ADDRESS 908 Sheffield Avenue CIlY Mechanicsburg I STATE PA I ZP 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Une 19) 2. CreditslPayments A. S~ Poverty Credit B. Prior Payments C. Discotrt #t (1) $18,516.91 $19,000.00 $950.00 Total Credits {A + B + C) (2) $19,950.00 3. InteresUPenalty If applicable D. Interest E. Penalty Tota/lnterest/Penalty (0 + E) (3) 4. If Une 2 is greater than Une 1 + Une 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Une 20 to request a refund 5. If Une 1 + Une 3 is greater than Une 2, enter the difference. This is the TAX DUE. (4) $1,433.09 (5) A. Enter the intEl'ElSt on the tax due. (SA) B. Enter the total of Une 5 + SA. This is the BALANCE DUE. (58) Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOUOVVING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS No 181 ~ gj ~ ~ .8 contains a beneficiaIy designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 0 S' IF nE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCI-EDUL.E G AND RLE IT /IS PART OF THE RETURN. lhfer penafties rI ~ , declare thai,..... examiled lhIs relum, Including ~ schedules and staemerU, a1d to the best II my knowledge and belief, k is true. carecllI1d COfJ1)Jete. DecbnticrI (j prep;nr dhsrlhsn the persooa/ representaIIve Is based CIl all i1foonalIcx1 c:I which prepnr has rI'/ krwIedge. SIGNATURE OF P SON RESPONSIBLE WR FlU RETURN DATE . d-1-L-"-'t'-1.M- U. ~~-e~ q, & - {J t:, ADDRESS 'Barbara A. Kennedy, 284 ogwood Drive, H elstown, PA 17036 =CF:~~~ Samuel L. Andes, P.O. Box 168, Lemoyne, PA 17043 DATE ~~~ -:." ...:....~...~...:.:-:.':-.-:-. ::.::.:........ .."... ..., .............-.... .... .' '" .... -- -." ........ ..' -- - ,- ..... ......'...... ,.-.... d' ........... ..'_._'. .....' ....-.-:--:.:.: .:..:-..:......:::-.:~::..::~(:, -...-._.....d...... ...........,.:::.:....:.>~><:.::::..:::~;:.. For dates of death on or after July 1, 1994 cn:I before JanuaJy 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the sllVivill,J spouse is 3% [72 P.S. 59116 (a) (1.1) (I)]. For dates rI death on or after JCI1Uary 1, 1995, the tax rate imposed on the net value of tnrlsfers to or for the use of the SUI\ The statute does not exemDt a transfer to a uviving spouse fium tax, cn:I the statutory requirements for disclosue of assai if the SlIVivirV spouse is the only beneficiary. For daes of death on or after JUy 1,2000: The tax rate imposed on the net vaue of tralsfers from a deceased child twenty-one years of age or younger at death to or j parent, <<a steppnrt of the child is 0% (72 P.S. ~9116(aX1.2)]. 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 r 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. 59116(a)(1.3)] individual who has at least one parent in common with the decedent, whether by blood or adoption. i I 0 <~ LilO .lIO ji)]. en 1(1)]. N ftPS) Ian STFPM2021F.2 , , , . REV-15DZ EX + (1.fJ7) (I) COMMOHWEAl.lHOF PENNSYUNM IIfERITAICE TAX REMN RESlDTDECBDT SCHEDULE A REAL ESTATE ESTATE OF FIlE NUMBER Mendock, Martin F. 21-06-0021 AI_....., aM1Id-.ay or.. tlnRln common II1UIIt be nportId It flirnwtlltYllue. FIi' nwbI VIU Is dIfMt... prill. MIldI propertywrUd belldlqld...... wav bu)w - . ~ ..... .... being ampeIed to buy cr III, bolh h8MnlI AlIISOl18bIe kncJMedge dthe reIMIi fIc:tI. RIll JIftIPIItr \'lHc:h II JoInllyoOWllld willi ~ fllIIVMnIip IIIIIt III ~ an ScMclIIt F. ITEM VALUE AT DATE NUt.IER DESCRIPTION OF DEATH 1. Single family residence at 908 Sheffield Avenue, Mechanicsburg, Pennsylvania. $128,000.00 Fair market value SlFPM2021F.3 TOTAL (AIso.....on line 1, Recapitulation) $ 128,000.00 (If more space is needed, insert adcitIonaI sheets of the same size) , , , , !File No. SHEFFIELD9D81 PaGe #21 SUMMARY OF SALIENT FEATURES Subject Address 90B SHEFFIELD AVENUE Legal Description DEED BOOK AND PAGE ARE NOT LISTED ON THE TAX RECORDS City MECHANICSBURG :. County CUMBERLAND State PA Zip Code 17055-5745 Census Tract 0116.02 Map Relerence ADC PAGE 28 J-4 : Sale Price $ N/A Date 01 Sale N/A Borrower I Client N/A Lender PRIVATE Size (Square Feet) 1,456 Price per Square Foot $ Location AVERAGE Age 32 YEARS - Condition AVERAGE T alaI Rooms 6 - Bedrooms 3 Baths 2 Appraiser ROBERT K. BANZHOFF Date 01 Appraised Value 11-15-04 Anal Estimate 01 Value $128,000 Form SSO - 'TOTAL for Windows' appraisal software by a la mode, inc. - 1-800-ALAMODE 1, jPannieMae Central Penn Appraisals, Inc. (717) 737-4600 Desktop Underwriter Quantitative AnalysIs Appraisal Report file No. SHEFFIELD908 S SUMMARY APPRAISAL REPORT IS INTENDED FOR USE BY THE LENDER/CLIENT FOR A MORTGAGE FINANCE TRANSACTION ONLY. 'rooertv Address 908 SHEFFIELD AVENUE Cilv MECHANICSBURG State PA liD Code 17055-5745 eoalOescriolioil DEED BOOK AND PAGE ARE NOT LISTED ON THE TAX RECORDS Counlv CUMBERLAND Issessor's Parcel No. 42-30-2108-006 Tax Year 2004 R.E. Taxes S 1 520 SDecial Assessments S NONE lonower N/A Current Owner MENDOCK OccuDant I)<l Owner r l Tenant r l Vacant leinhborhood or ProiP.ct Name CENTER SQUARE Proiect Tvoe r l PUD r l Condominium HOA S N/A /MD. lales Price S N/A Date of Sale N/A Descriotion I S amount of loan chames/concessions to be oaid bv seIJer NONE 'rooertv riollts allllraised \Xl Fee Simnle I I leasehold I Mall Reference ADC PAGE 28 J-4 Census Tract 0116.02 ~OIA: t' 's,,1 f",.,'o'. .ocation DUrban 0 Suburban 0 Rural Property values 0 Increasing 0 Stable 0 Declining luilt up QOver75% 025-75% o Under 25% Demand/supply 0 Shortage 01n balanceD Over supply ;mwth rate I I Rallid iX1 Stable n Slow Marketina time ~ Under 3 mos. F13-6 mos. n Over 6 mos. ~eighborhood boundaries, THE HOME IS LOCATED WEST OF ROUTE 15 SOUTH OF ROUTE 1141N UPPER ALLEN TOWNSHIP. !File No. SHEFFIElD9081 Paoe #31 Single family housing Condominium hOllling PRICE AGE PRICE jn applic.) AGE $(000) (yrs) $(000 (yrs) 110 low 0 N/A low ~ ,,,,,5,90 Hia~ 100~i..,~!.A Hiah N/~". ~J Predominant ri/i~Jd!i~Predominant ttL' 150 35 I N/A NtA Shape RECTANGULAR )imensions SEE LEGAL DESCRIPTION Site area .30 ACRES jpecific zoning classification and description R1 SINGLE FAMilY RESIDENTIAL ~oning compliance rEI Legal 0 legal nonconforming (Grandfathered use) 0 Illegal, attach description 0 No zoning lighesl and besl use 01 subject property as improved (or as proposed p.er plans and specifications): IZI Present use 0 Other use, attach description. /tIlllies Public Other Public Other lOll-Site Improvements Type Public Private :Ieclricity IZI Water IZI Street ASPHALT IZI 0 jas Fi NONE SanitarY sewer !Xi I AIIev NONE n n u-e there any annarent adverse site conditions leasements encroachments sDecial assessments slide areas etc.)? r 1 Yes I:><:l No II Yes attach descriDtion. Iohurce(s) used ~ physical characteristics of property: IZIlnterior and exterior inspection U Exterior inspection from street U Previous appraisal files MlS IXl Assessment and tax records . Ii Prior insllection n ProoerIY owner n Other lOescribe\: 10. of Stories 1 TVlle lDet./Att.l DET Exterior Walls BRICK/ALUM Roof Surface SHINGLE Manufactured Housino r l Yes IXJ No )ees the nrOOl!rtv nenerallv conform to the neiahborhood in terms of sMe condition and construction materials? IXJ Ves I I No If No attach descriotion. u-e there any apparent physical deficiencies or conditions that would affect the soundness or structural integrity of the improvements or the livability of the property? n Yes 5(, No II Ves attach description. Ire there any apparent adverse environmental conditions (hazardous wastes, toxic substances, etc.) present in the improvements, on the site, or in the immediate vicinity of lie subject property? 0 Ves rEI No "Ves, attach description. researched the subject market area for comparable listings and sales that are the most similar and proximate to the subject property. ~y research revealed a lotal of 3 sales ranging in sales price from $ 120.000 to $ 136,900 ~y research revealed a total of 0 listings ranging in list price from $ 0 to $ 0 rtIe analysis of the comparable sales below reflects market reaction to significant variations between the sales and the subject properly. fEATURE I SUBJECT SALE 1 SALE 2 SALE 3 908 SHEFFIELD AVENUE 915 EMILY DRIVE 104 HEMLOCK ROAD 321 CASCADE ROAD Iddress MECHANICSBURG MECHANICSBURG MECHANICSBURG MECHANICSBURG 'roximilv to Sublect f),;;4'Z;J.,L, _ 0.08 miles 10.31 miles 2.10 miles :alesPrice N/A, 1$ 1?Annn . .... .,."':~;O:lt 136900 ;M' ~,'U 120000 ric~GrosslivinnArea ~ rtJS 96.27rtJ [.....!.LJIS 116,41rtJ ~?,~'~ii~t~~_~s 107.14rP ~pJ,~1f~~{j m & Verification Sources '~;ij.t. '~;;"'!{;..'~"f i.,. ASMT RECORDS/MLS/AGENT ASMT RECORDS/MLS/AGENT ASMT RECORDS/MLS/AGENT '.LUE ADJUSTMENTS DESCRIPTION DESCRIPTION I +(-)$ Adlust DESCRIPTION I +( -)$ Adjust. DESCRIPlION I +1-)$ Adiust 31es or financing:, ~':":~ CONVENTIONAL CONVENTIONAL FHA JIlCessions 'n" . .':.j'L NONE KNOWN NONE KNOWN NONE KNOWN ,Ie of Sale/Tlnle'1i"l',...."\W,. cTT:<: 1-27-04/40: 12-9-03/8: 12-8-03/54 JCation AVERAGE AVERAGE: AVERAGE: AVERAGE ie .30 ACRES .28 ACRES: .27 ACRES: .25 ACRES :;w AVERAGE AVERAGE: AVERAGE: AVERAGE sign ISMel RANCH RANCH RANCH RANCH tual Ane IYrs.l 32 YEARS 38 YEARS 39 YEARS 39 YEARS ndition AVERAGE AVERAGE: AVERAGE AVERAGE :lYe Grade Total : Bdrms: Baths Total: Bdrms: Baths I,. ."y: ';S '. '.\.': Total: Bdrms: Baths Total : Bdrms: Baths > JrlICount 6 : 3 : 2 6 3: 1.5; +1,500 6 3 1.5: +1,500 6 3 2: tSS Livino Area 1 456 Sn. Ft 1 288 Sa. Ft. : +2.500 1 176 Sa. Ft. : +4200 1 120 Sa. Ft. : ;ement & Finished FULL BMST FULL BMST FULL BMST FULL BMST .ms Below Grade REC ROOM UNFINISHED +3 500 REClDEN/.58T -2 000 REC RM/DEN il.aelCaroort CARPORT CARPORT: CARPORT: CARPORT: SUN ROOM PORCH : +1000 PORCH : +1000 PATIO : NC NONE : FIREPLACE: -3 000 NONE : ~~f~:e: Price ':~.;'>':::':'" rxl + .,,;:; $ 8 500'~'~~:\:~~~;f~01 S 17001<<1- : $ 3500 omparables :;> 'Xi:.," /,'L' ;; .:1 132 500 \HGross,':;i11~~%'./s 138600 1$ 123500 ; of Prior Sale NO PRIOR SALE NONE KNOWN TO EXIST NONE KNOWN TO EXIST NONE KNOWN TO EXIST jofPriorSale S S $ Is 'ysis of any current agreement of sale, option, or listing 01 the subject property and analysis of the prior sales of subject and comparables: Accordina to information 'ided bv the multi-list services in this reoion the subiect orooerty has not been listed for sale within the oast 12 months. 00 mary of sales comparison and value conclusion: See attached addenda. , ,~~4~'~' +3 500 -1 SOD +1 500 'ppralsal is made [gI 'as-is', 0 subjeclto completion per plans and spectlications on the basis of a hypothetical condition that the improvements have been completed, or ubject to the following repairs, alterations Dr conditions 'ON AN 0 EXTERIOR INSPECTION FROM THE STREET OR AN RTY TIfA T IS THE SUBJECT Of THIS REPORTTO DES 128.000 [gIINTERIOR AND EXTEllIOR IHSPECTION ,I ESTlMA TE THE MARKET VAlUE, AS DEFWED, OF THE REAL ,AS OF 11-15-04 PAGE 1 OF 3 Form 205 - 'TOTAL for Windows' appraisal software by a la mode, inc. - 1-800-ALAMODE Fannie Mae Form 2055 9-96 I I I ~ IFile No. SH~~~I~W!lUlll I'aoe l'it41 " ;',' bes~~p Underwriter Quantitative Analvsis Appraisal Report FII. ... SHEFFlELD908 If' Project InrormaUo~ for PUDs (~ applicable)- - Is the developer/bUilder in control of the Home Owners' Association (HOA)? 0 Yes 0 No Ii Provide the following information for PUDs only if the developer/bUilder is in control of the HOA and the subject property is an attached dwelling unit: Total number of phases N/A Total number of units N/A Total number of units sold N/A Total number 01 units rented N/A Total number 01 units for sale N/A Data Source(s) N/A _ Was the project created by the conversion 01 existing buildings into a PUD? 0 Yes 0 No If yes, date of conversion: N/A . Does the project contain any multi-dwelling units? 0 Yes 0 No Data Source: N/A Are the common elements completed? 0 Yes 0 No If No, describe status of completion: N/A Are any cDll!mon elements leased to or by the Home Owners' Association? Desc~~ common elements and recreational facilities: N/A DYes DNa If yes, attach addendum describing rental terms and options. ProjecllnformaUon for Condominiums (~ applicable) - . Is the developerlbuilder in control of the Home Owners' Association (HOA)? Provide thefoUOWirig infom\ation lor all Condominium Projects: Total num~'of phases N/A Tolal number 01 units N/A Total number of units sold Total number of units rented N/A Total number of units for sale N/A Data Source(s) N/A Was the project created by the conversion of existing buildings into a condominium? 0 Yes 0 No If yes, date of conversion: Project Type: 0 Primary Residence 0 Second Home or Recreational 0 Row or Townhouse 0 Garden 0 Midrise : Condition of the project quality of consfruction, unit mix, etc.: N/A DYes 0 No N/A N/A o Highrise 0 Are the common elements completed? DYes 0 No If No, describe status of completion: N/A Are any common elements leased to or by the Home Owners' Association? Describe common elements and recreational facilities: N/A DYes 0 No If yes, attach addendum describing rental terms and options. .. PURPOSE OF APPRAISAL: The purpose of this appraisal is to estimate the market value of the real property that is the subject of this report based on a quantitative sales comparison analysis for use in a mortgage finance transaction. 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 resuR of tradition or law in a market area; these costs are readily identifiable since the seller pays these costs in virtually all sales transactions. Special or creative financing adjustments can be made to the comparable property by comparisons to financing terms offered by a third party institutional lender that is not already involved in the property or transaction. Any adjustment should not be calculated on a mechanical dollar for dollar cost of the financing or concession but the dollar amount of any adjustment should approximate the market's reaction to the financing or concessions based on the appraiser's judgment. 5T ATEMENT 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 any required 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 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. 4. The appraiser has noted in the appraisal report any adverse conditions (such as, but not limited to, needed repairs, 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 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 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, expressed 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 ~he 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. 5. 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. 6. The appraiser will not disclose the contents of the appraisal report except as provided for in the Uniform Standards of Professional Appraisal Practice. 7. 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 report 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. ! B. The appraiser has based his or her appraisal report and valuation conclusion for an appraisal that is subject to completion per plans and specifications on on the basis of a hypothetical condition that the improvements have been completed. 9. The appraiser has based his or her appraisal report and valuation conclusion for an appraisal that is subject to completion, repairs, or alterations on the assumption that completion of the improvements will be performed in a workmanlike manner. PAGE 2 OF 3 Form 205 - 'TOTAL for Windows' appraisal software by a la mode, inc. - f-800-ALAMODE Fannie Mae Form 2055 9-96 IFile No. SHEFflELD9D8/ Paoe #51 besktop Underwriter Quantitative Anal sis Appraisal He ort File No. SHEFFIELD908 APPRAISER'S CERTIFICATION: The Appraiser certifies and agrees that: 1. I performed this appraisal by (1) personally inspecting from the street the subject property and neighborhood and each of the comparable sales (unless I have otherwise indicated in this report that I also inspected the interior of the subject property); (2) collecting, confirming, and analyzing data from reliable public and/or private sources; and (3) reporting the results of my inspection and analysis in this summary appraisal report. I further certify that I have adequate information about the physical characteristics of the subject property and the comparable sales to develop this appraisal. 2. I have researched and analyzed the comparable sales and offerings/listings in the subject market area and have reported the comparable;., sales;, in this report that are the best available for the subject property. I further certify that adequate comparable; : market. data exists in, the general market area to develop a reliable sales comparison analysis for the subject property. 3. 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. J 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, have considered these adverse conditions in my analysis of the property value to the extent that I had market evidence to support them, and have commented about the effect of the adverse conditions on the marketability of the subject property. 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. 4. 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. 5. I have no present or prospective interest in the property that is the subject of this report, and I have no present or prospective personal interest or bias with respect to the participants in the transaction. I did not base, either partially or completely, my analysis and/or the estimate of market value in the appraisal report on the race, color, religion, sex, age, marital status, handicap, familial status, or national origin of either the prospective owners or occupants of the subject property or of the present owners or occupants of the properties in the vicinity of the subject property or on any other basis prohibited by law. 6. 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. 7. 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 for 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. 8. I estimated the market value of the real property that is the subject of this report based on the sales comparison approach to value. I further certify that I considered the cost and income approaches to value, but, through mutual agreement with the client, did not develop them, unless I have noted otherwise in this report. 9. I performed this appraisal as a limited appraisal, subject to the Departure Provision of the Uniform Standards or 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 the appraisal (unless I have otherwise indicated in this report that the appraisal is a complete appraisal, in which case, the Departure Provision does not apply). 10. I acknowledge that an estimate of a reasonable time for exposure in the open market is a condition in the definition of market value. The exposure time associated with the estimate of market value for the subject property is consistent with the marketing time noted in the Neighborhood section of this report. The marketing period concluded for the subject property at the estimated market value is also consistent with the marketing time noted in the Neighborhood section. 11. I personally prepared all conclusions and opinions about the real estate that were set forth in the appraisal report. further certify that no one provided significant professional assistance to me in the development of this appraisal. 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 examined the appraisal report for compliance with the Uniform Standards of Professional Appraisal Practice, agree with the statements and conclusions of the appraiser, agree to be bound by the appraiser's certifications number d 5 through 7 above, and am taking full responsibility for the appraisal and the appraisal report. APPRAISER: SUPERVISORY APPRAISER (ONLY IF REQUIRED): APPRAISALS I '. 24 WES AIN STREET SHIREMANSTOWN. PA 17011 Date of Report/Signature: 11-16-04 State Certification #: PACERT Rl-001231-l or State License #: RM-049277-A State: PA Expiration Date of Certification or License: 6/30/2005 Signature: Name: Company Name: Company Address: Date of Report/Signature: State Certification #: or State License #: State: Expiration Date of Certification or License: ADDRESS OF PROPERTY APPRAISED: 908 SHEFFIELD AVENUE MECHANICSBURG. PA 17055-5745 APPRAISED VALUE OF SUBJECT PROPERTY S EFFECTIVE DATE OF APPRAISAl/INSPECTlON LENDER/CLIENT: Name: Company Name: PRIVATE Company Address: 128,000 11-15-04 SUPERVISORY APPRAISER: SUBJECT PROPERTY o Did not inspect subject property o Did inspect exterior of subject property from street o Did inspect interior and exterior of subject property COMPARABLE SALES o Did not inspect exterior of comparable sales from street o Did inspect exterior of comparable sales from street PAGE 3 OF 3 Fannie Mae form 2055 9-96 Supplemental Addendum IFile No. SHEFFIELD9081 Paae #61 File No. SHEFFIELD908 CUMBERLAND State P A Zi Code 17055-5745 APPRAISERS ACKNOWLEDGES AND AGREES, IN CONNECTIONWirH EL FOLLOWS: .~:. ""'" ."" 'f';;{ . THE SOFTWARE UTILIZED BY THE APPRAISER TO GENERATE THE APPRAISAL PROTECTS SIGNA . . ECI...fR MEANS OF A DIGITAL SIGNATURE SECURITY FEATURE WHICH LOCKS THE REPORT WITHIN OlJR OFFICS 'AND C NOT BE ALTERED BY ANYONE OTHER THAN OUR OFFICE. ,':"',';f.! ,:'>;~~: APPRAISER CERTIFICATION APPRAISER STANDARDS I acknowledge and .certify that (I) my appraisal of the above referenced property may be used in a federally related financial transaction subject to requirements of Title XI of the Financial Institution Reform, Recovery and Enforcement Act of 1989 (FIRREA"); (ii) the appraisal must comply with FIRREA and the applicable regulations implementing Title IX of Firrea; and (iii) the appraisal was completed in accordance with USPAP. APPRAISER COMPETENCY I certify that I am fully qualified and competent by training, knowledge, and experience to perform this appraisal. APPRAiSER INDEPENDENCE I represent and certify that (I) the appraisal assignment was based not based on a requested minimum valuation, a specific valuation, or the approval of a Joan; (ii) my employment was not conditioned upon the appraisal producing a specific value or value within a given range; (iii) my future employment is not dependent upon an appraisal producing a specific value; (iv) my employment, compensation, and future employment are not based upon whether a loan application was approved; (v) neither me nor any person with an ownership interest in the company employing me, is related to or has any ownership or other financial interest in, either the builder/developer, seller, buyer, mortgage broker, or real estate broker/salesperson (or any person related to any of them) involved in the transaction for which this appraisal was requested, or with the most recent sale or refinancing of any property used as a comparable property in this appraisal, and (vi) I am not aware of any facts which would disqualify me from being considered an independent appraiser. Farm TADD - 'TOTALtorWindows' appraisal software by a la mode, inc. -1-8DD-ALAMODE r . . Itlle I~U. \)nCrnI;LU~VUI I au\>- 1T I . Subject Photo Page Borrower/Client N/A Prooertv A~dress 908 SHEFFIELD AVENUE Cilv MECHANICSBURG Counlv CUMBERLAND Slate PA Zin Code 17055-5745 Lender PRIVATE Subject Front 908 SHEFFIELD AVENUE Sales Price N/ A Gross living Area 1.456 T olal Rooms 6 Total Bedrooms 3 Total Bathrooms 2 Location AVERAGE View AVERAGE Site .30 ACRES Duality Age 32 YEARS Subject Rear Subject Street Form PICPIX.SR - 'TOTAL for Windows' appraisal software by a la mode, inc. - 1-800-ALAMODE IFile No. SHEFFIELD9081 Pace #E Comparable Photo Page Coun CUMBERLAND State P A Zi Code 17055-5745 Comparable 1 915 EMILY DRIVE Prox. to Subject 0.08 miles Sale Price 124,000 Gross living Area 1,288 T alaI Rooms 6 Total Bedrooms 3 Total Bathrooms 1.5 L~aoon AVERAGE AVERAGE S Comparable 2 104 HEMLOCK ROAD Prox. to Subject 0.31 miles Sale Price 136,900 Gross Living Area 1,176 Total Rooms 6 T olal Bedrooms 3 T alai Bathrooms 1.5 Location AVERAGE View AVERAGE Site .27 ACRES Quality Age 39 YEARS Comparable 3 321 CASCADE ROAD Prox. to Subject 2.10 miles Sale Price 120,000 Gross living Area 1,120 Total Rooms 6 Total Bedrooms 3 Total Bathrooms 2 localoo AVERAGE View AVERAGE Site .25 ACRES Ouality Age 39 YEARS Fonn PICPI)CCR - "TOTAL tor Windows' appraisal software by a la mode, inc. -1-800-ALAMODE ~:----.. - .-- --~- ~ ~o. SH~FF~El090~ ;.. . . .' . BorroweflClient N/A . · .~_ ._. 908 SHEFFIELD AVENUE CiN MECHAN1CSBURG Lender PRIV ATE location Map Counlv CUMBERLAND State PA liD Code 17055-5745 '\ ~ 'q.- ._~ '..... ...t j! .J; ,., ~~ a.. 'Ii<t ~"" ""Iv /),. .l ..Q ~q ~ i '.:> ~ ~ GlWS'llclil \..1\ \ .-.... \. .if , l..... '_~\"''>'T,,!\. II ~ \ \ ~\~-.-. '~ ... ./- .~ -~ . ,.~". S G........<<r'\ ~ LOCUst loR S'Tarraca Dr (!J2~GOT 'O,,~::~J/ (" ~ --..->. ....'> \ i! J 14 '. fI) -'t. - ""~ "Jv..~~"". ",~,r-""'-::-' ..,,-, fl.'" .~ std4 "?,,,,---" tM'7~-"I.... ..f-..,.......Jl(."""'~ "'---... O~ ,/_" '....., ~ It ''-. 1 Form MAP .LOC _ '101 AL lor WindowS' appraisal software by a la mode, inc. - '_BOO-ALAMOOE , REV-1503 EX + (1-87) (I) caAIONWEAL1H OF PENNSYUMIA NtERI'IME TAX REMN RESlENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF FILE NUMBER Mendock, Martin F. AI pnlpIIty jcInIIr...... with IhI rWt d II.IYIvcnNp I1IIIt be cIIckIIId (II Sc:hedIH F. ITEM NUt.I!ER DESCRIPTION 21-06-0021 VALUE AT DATE OF DEAlli 1. Assets held within investment account No. 65153513 with PNC Investments: 1,475 shares of Eaton Vance Tax Advantage Div. Income Mutual Fund $32,774.50 6,610.019 shares of Federated Municipal Securities Income Trust $76,874.52 Allstate Life Insurance annuity contract # GA0334037 $84,389.63 Transamerica Life Insurance variable annuity contract # 100090T AT $50,202.51 Blackrock Money Market fund $1.76 Attached hereto is a statement listing these assets as of the end of December, 2006. The above values were provided by the account manager and are reflected on his computer print-out with handwritten notes which is also attached hereto. TOTAL (Also enter on fine 2, ~ation) $ 244,242.92 (If more space is 1'leSied, insert adcitionaI sheets of the sane size) STFPM:Z021F.4 . . 12/19/2005 10:33:53 AM AccountVVorkbook Positions Page: 1 56153513 - MENDOCK MARTIN F 245,411.02 "\ 1.75 I J [~615-3513 10 G J230 CSI 4C MARTIN F MENDOCK MMF BMF MMF Bal Home 717/766-6396 ------~--- -----~- Total Acct Val Funds Available 1.75 ~ --- ----- - Name s. mbOl CUSIP MktPrice V.lue T Loc -I j 245,409.27 I ---_.~-----_._- - ------------ --- -I (I 1 j 1,475 EATON VANCE TAX ADV DIV E~ 27828G-10-7 23.0700 34,02-8.25 1 SEG 1--2~0.01900 FMSIT PA MUN INC CL~ FPABX . 313923-80-7 11.6400 76,940.62 1 S~----- I 89352F~37 -6 . 0.0000* -] . tlt 44,414.89000 TRANSAMERICA LIFE TRADIT 50,043.93 T .- - 4 60.488.55000 ALLSTATE LIFE EXCEL 02003J-66-3 0.0000* 84,396.47 T tfJJtJL, ~ ~ j" -: ~) 7 I lL . /VJ /1/l f'--;- . . -, 4 . Account Transaction Detail Report C~ecj(.fnq (~> (> Ascending Descending Account Transaction Detail Report Account Number: 5140042555 Effect Post Date Date 01/12/2006 01/11/2006 Amount $13.02 01/11/2006 01/11/2006 $13.02 01/06/2006 01/05/2006 $4.00 01/05/2006 01/05/2006 $4.85 Balance DeN Pin Seq/Ref# Description $58,569.85 C N $58,556.83 D N $58,569.85 C N $58,565.85 C N Page 1 of4 ~PNC 3174222 INS.PREM AM INCOME UFE0002006010092173 6 3174222 INS.PREM AM INCOME UFE0002006010092173 6 718973810 JAN DUES P RIORITY 50 PLUS0002006004108701 o INTEREST PAYMENT 01/05/2006 01/05/2006 $4.00 01/03/2006 01/03/2006 $1,048.93 12/28/2005 12/28/2005 $25.00 $58,561.00 D N $58,565.00 C N $57,516.07 D N 718973810 JAN DUES P RIORITY 50 PLUS0002006004108701 o 000001134418186 PENSIONS B ENEFIT PA YMENTS0002005363382965 6 024396649 CHECK 3199 024396649 N .--- 028002694 CHECK 3200 028002694 12/13/2005 12/13/2005 $13.02 12/12/2005 12/12/2005 $6.85 $57,610.38 D N $57,623.40 D N 3174222 INS.PREM AM INCOME UFE0002005346203364 o 028327556 CHECK 3198 028327556 12/09/2005 12/09/2005 $119.40 $57,630.25 D N 027569123 CHECK 3197 027569123 12/05/2005 12/05/2005 $4.89 $57,749.65 C N INTEREST PAYMENT https:/ /www.eai.pncbank.comleai/EaiAddressServlet?SOURCE-CHANNEL= 01118/2000 . Account Transaction Detail Report Page 2 of 4 12{05{2005 12{05{2005 $4.00 $57,744.76 D N 718973810 DEe DUES P RIORITY 50 PLUS0002005336713786 8 https://www.eai.pncbank.comleai/EaiAddressServlet?SOURCE-CHANNEL= 01/18/200(\ ~ Account Transaction Detail Report Page 3 of4 Post Date Effect Amount Balance DeN Pin SeqjRef# Description Date 12/02/2005 12/02/2005 $64.82 $57,748.76 D N 027683931 CHECK 3196 027683931 12/02/2005 12/02/2005 $1,111.00 $57,813.58 C N 083227345A SSA SOC SEC U S TREASURY 3030002005333171349 6 12/01/2005 12/01/2005 $1,060.93 $56,702.58 C N 000001110675186 PENSIONS B ENEFIT PAYMENTSOO02005333108592 4 11/29/2005 11/29/2005 $47.44 $55,641.65 D N 028771353 CHECK 3195 028771353 11/25/2005 11/25/2005 $40.00 $55,689.09 D N 026409414 CHECK 3194 026409414 11/21/2005 11/21/2005 $85.32 $55,729.09 D N 094036123 ECP CHECK 3192 E094036123 11/17/2005 11/17/2005 $180.00 $55,814.41 D N 024442777 CHECK 3191 024442777 11/16/2005 11/16/2005 $200.00 $55,994.41 D N 027542534 CASHED CHECK 3193 027542534 11/14/2005 11/14/2005 $6.85 $56,194.41 D N 024023999 CHECK 3190 024023999 11/14/2005 11/14/2005 $13.02 $56,201.26 D N 3174222 INS.PREM AM INCOME UFEOO02005314279594 1 11/14/2005 11/14/2005 $16.12 $56,214.28 D N 025787286 CHECK 3187 025787286 11/14/2005 11/14/2005 $43.90 $56,230.40 D N 094007127 ECP CHECK 3188 E094007127 11/09/2005 11/09/2005 $119.50 $56,274.30 D N 026233350 CHECK 3189 026233350 11/07/2005 11/07/2005 $4.00 $56,393.80 D N 718973810 NOV DUES P RIORITY 50 PLUSOO02005308486464 https:llwww.eai.pncbank.comJeai/EaiAddressServlet?SOURCE-CHANNEL= 01118/200" ": Account Transaction Detail Report 11/07/2005 11/07/2005 $300.00 7 $56,397.80 D N 026402257 CASHED CHECK 026402257 Page 4 of 4 3186 https://www.eai.pncbank.com/eai/EaiAddressServlet?SOURCE-CHANNEL= 01/18/200(\ . 0 REV45C18 ex + (1-87) (I) ~THCFPENNS'tUoMIA IIEJITAtCE TAX RE1\JAN RESlENTIESlENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Mendock, Martin F. FILE NUMBER 21-06-0021 ftUIIl1I fIRICIIda d ~ and.. _ the proceeds WII'8 received by the ... All pI'apMy Jok*Y-owned with till rIstt ~ uvlvcnhIp nut be cIIdGIId an ScMcUtF. ITEM VAlUE AT DATE NUMBER DESCRIPTION OF OEAnt 1. Checking account # 5140042555 with PNC Bank, N .A. $57,541.07 2. Household furnishings, tools, appliances, and other household tangible personal property . $1,500.00 3. 1978 Chevrolet pickup truck in poor condition $500.00 4. 1996 Buick Regal automobile in fair condition $1,600.00 5. 16-foot aluminum fishing boat with inoperable motor and trailer $400.00 TOTAL (Also... on line 5. RecapituISion) $ 61,541.07 (If rrtOI8 &pia is needed. Insert additional sheets of the same size) :;'TFPA042021F.i . . REV-1511 EX + (1-87) (I) CCMtON'IEALTHOF PEHNSYUMA IHRlW<<:ETAX REnMN RESICENT IECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Mendock, Martin F. 21-06-0021 OIIM 01 decIdIIt nut be rtpOItId an Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAl. EXPENSES: 1. $8,614.00 Myers Funeral Home (funeral services and burial) Jo Jo's Pizza Shop (reception after funeral) $316.41 B. ADMINISTRATIVE COSTS: 1. Per8CIVlI Repltlellltive's Camisslooa N81lI d PerICIIlII RepreserUtive(s) SociII Secuity tUnber'(s) I EtI Number d PInonat RepresaUtive(s) StreelAddress City StIle Zip r.(s) C<Ir'lwriaIcrI Paid: 2. Ntttrrtti F_ SAMUEll. ANDES $5,000.00 3. FImIy ~ (I decedertallidr1a is ra "11I11I. ctainlrts, 8Iach expI8l&Ilan) CIIimlri Street Address cay State Zip RlIlilcI1shIp ci CIaII1m k) Dec8dert ~. Prob88 Fees Register of Wills $475.00 5. kc:cldlIt's Fees 6. T. RelLm PrIpalr's Fees James F. Horn $55.00 7. Costs to maintain home until time of distribution: PPL (electric bill) $119.47 United Water Co (water bill) $6.85 Waste Management (trash bill) $46.95 8. Refuse removal and clean-up of residence (York Waste Disposal) $752.09 9. Central Penn Appraisals (appraisal of residence) $250.00 10. Costs to preserve and maintain real estate during administration of estate (see attached) $2,318.82 TOTAL (Also eRer on line 9, Recapitulation) $ 17,954.59 (If more space Is nBed, insert Ditional sheets of the scme size) TF PM2021F.12 . . Mendock, Martin F. 21-06-0021 Costs to maintain and preserve real estate during administration of estate: United Water Waste Management (trash removal) PPL Upper Allen Twp. (sewage) Lawncare Upper Allen Twp. (taxes) Erie Insurance (homeowners insurance) TOTAL $44.05 $140.85 $507.15 $300.00 $400.00 $458.77 $468.00 $2,318.82 . . REV.1512 EX + (1.m) (I) <XIIDMEALTH Of PENNSYUNM IIHRITANCETAX REnRI RESIENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE UABlUTIES, & UENS ESTATE OF Mendock, Martin F. FIlE NUMBER 21-06-0021 lncIudI~mecIaII- ITEM NlMER 1. MCI (final phone bill) DESCRIPTION AMOUNT $42.09 2. Associated Cardiologists (medical care) $78.95 3. Internal Revenue Service (2004 income tax) $3,812.00 4. Comcast (cable television bill) $42.66 5. Allstate Insurance (motor vehicle insurance) $302.23 6. PA Department of Transportation (registration for truck) $64.50 TOTAL (Also erter on 6ne 10, Recapit~) $ 4,342.43 (If more space is needed, insert tIkitionaI sheeta d 1he SIIl18 size) 'WPM2021F.13 . . REV-1513 EX + (9-00) CQIIOtIVISLlH OF PBIISYlWM IftEJ'IW<<:E TAX RETURN RESIlENT DECEDENT ESTATEOF . Mendock, Martin F. SCHEDULE J BENEFICIARIES FILE NUMBER 21-06-0021 RELATIONSHIP TO DECEDENT AMOUNT ~ SHARE NUMBER NAtJE At[) AOORESS OF PERSON(S) RECEMNG PROPERlY Do Not LIlt TrustIe(l) OF ESTATE L TAXABlE DlSTRIBUT10NS [lnell. outrigti spousal dstributkrIs, ald trnfers lIlder Sec. 9116 (a) (1.2)] 1. Barbara A. Kennedy Daughter 50% 284 Dogwood Drive Hummelstown, PA 17036 2 Martin A. Mendock 19 Shadowbrook Drive Son 50% Flat Rock, NC 28731 ENTER 00l.l.AR AMOUNTS FOR DISTRIBUTIONS SHOWN N!DIE ON UNES 15 THROUGH 18, ~ APPROPRIATE. ON REV-1500 COJER SHEET n. NON-TAXABlE DISTRIBUTIONS: A.. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX 18 NOT BEING MADE 1. none B. CHARITABlE AND GOVERNMENTAL DISTRIBUTIONS 1. none TOTAL OF PARI' n - ENTER TOTAl NON- TAXABLE DISTRIBUTIONS ON UNE 13 OF REV-1500 COVER SHEET $ 0.00 (If more space is needed, net IdcItionaIIheet1 of the IrI1l8 size) PM2021F.1"