HomeMy WebLinkAbout09-25-06
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Rev-1500 EX + (6-00)
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COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 1712B-Q601
OFFICIAL USE ONLY
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Donsbach, Patricia A.
DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR)
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01-23-2006
(IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST. FIRST AND MIDDLE INITIAL)
07-23-1947
[!] 1. Original Return
o 4. Limited Estate
o 6. Decedent Died Testate (Attach
copy of Wdl)
o 9. litigation Proceeds Received
o 2. Supplemental Return
o
o
o
FILE NUMBER
II
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
06
172-38-9215
0216
NUMBER
THIS RETURN MUST BE FILED IN DUPUCATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
4a. Future Interest Conl>romISe (dale of death alter
12-12-82)
7. Decedent Maintained a Living Trust (Attach
copy of Trust)
10 Spousal PovertY Credit (date of death between
. 12-31-91 and 1-1-95)
o 3. Remalnder Retum (date ofdealh prlorto 12-13-82)
o 5. Federal Estate Tax Return Required
o 8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
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o
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o
II.
81
ll!
8
NAME
Jennifer B. Hipp
FIRM NAME (I' applicable)
Bogar and Hlpp Law Offices
TELEPHONE NUMBER
717-737-8761
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L) 0 Separate Billing Requested
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
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12. Net Value of Estate (Line 8 minus Line 11)
COMPLETE MAlUNG ADDRESS
1 West Main Street
Shiremanstown, PA 17011
(1) 173,000.00
(2) 2,555.39
(3) None
(4) None
(5) 5,465.75
(6) None
(7) None
(9) 21,724.12
(10) 15,581.06
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has
not been made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
OFFICIAL USE ONLY
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(11 )
(12)
(13)
(14)
15. Amount of Line 14 taxable at the spousal tax rate, 0.00 x .00 (15)
z or transfers under Sec. 9116(a)(1.2)
0 (16)
~ 16. Amount of Line 14 taxable at lineal rate 143,715.96 x .045
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A. 17. Amount of Line 14 taxable at sibling rate 0.00 x .12 (17)
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0
<J 18. Amount of Line 14 taxable at collateral rate 0.00 x .15 (18)
a 19. Tax Due (19)
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPA Yl\ilENT.
37,305.18
143,715.96
143,715.96
0.00
6,467.22
0.00
0.00
6,467.22
CopyrIght 2002 form software only The Lackner Group, Inc.
Fonn REV-'''' EX (Rev. _: ~
.
Decedent's Complete Address:
STREET ADDRESS
312 West Maple Avenue
CITY Shiremanstown
!STATE PA
IZIP 17011
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
6,467.22
3,100.00
163.16
Total Credits (A + 8 + C)
(2)
3,263.16
3. InteresVPenalty if applicable
D. Interest
E. Penalty
TotallnteresVPenalty (0 + E) (3)
4. If Line 2 is greater than Une 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4)
Check box on Page 1 Line 20 to request a refund
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
3,204.06
3,204.06
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X"IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. retain the use or income of the property transferred;................................................................................ ~ ~
:: ~:::~ ~~e:~:i~~:~:~~e~:s~:~..~~:~~.~~.~.~.~.~.~~~.~.~~~.~.~~.~.~~.~~.~~~.~~~:~~:::::::::::::::::~..........................~::: :
d. receive the promise for life of either payments, benefits or care? ............................................................. x
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration? .. ............. ...... ................... ......... ........ .... .... .... ..... ...... ........ '" "w" ......... ........... 0
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ......... 0
4. Old decedent own an Individual Retirement Account, annuity, or other non-probate property which
DATE
312 West Maple Avenue
Shlremanstown, PA 17011
q/~, JOb
ADDRESS
DATE
ADDRESS
DATE
1 West Main Street
Shlremanstown, PA 17011
9/2.; 'oCt;
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is 3% [72 P .S. ~9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
[72 P.S. ~9116 (a) (1.1) (ii)]. The statute does not exemct 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 use of a
natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. ~9116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedenfs lineal beneficiaries is 4.5%, except as noted in 72 P .S.
~9116 1.2) (72 P .S. ~9116 (a)(1 )].
The tax rate imposed on the net value of transfers to or for the use of the decedenfs siblings is 12% (72 P.S. ~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.
.
Rev-1502 EX+ (6-98)
*'
SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCe TAX RenJRN
ReSIDENT DecEDENT
ESTATE OF
Donsbach, Patricia A.
FILE NUMBER
21-06-0216
All real property awned solely or as a tenant In common must be reported at fair market value. Fair markel value is defined as Ihe price al which property would be
exchanged between a willing buyer and a wiDing seUer, neither being compelled to buy or sell. both having reasoneble knowledge of the relevant facts.
Real property whlch Islolntly-owned with right or survivorship must be dladoaed on schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Real Estate - All that certain piece or parcel of real estate having erected thereon a 173.000.00
dwelling house being known and numbered as 312 West Maple Avenue,
Shiremanstown, Pennsylvania. The property was acquired by Patricia A. Donsbach,
single person, by Deed dated January 14,1993 and recorded in the Cumberland
County Recorder of Deeds Office on September 2, 1993, a copy of said Deed being
attached hereto and Incorporated herein. The above-descrlbed real estate was
conveyed from the Estate of Patricia A. Donsbach, by Deed dated June 13, 2006 and
recorded in the Office of the Recorder of Deeds on June 16, 2006, to Kenneth A.
Housel and Holly L. Housel, husband and wife. A copy of said Deed is attached
hereto and Incorporated herein. A copy of the appraisal prepared by George C.
Clauser, SRA, is attached hereto and Incorporated herein.
TOTAL (Also enter on Line 1, Recapitulation)
173.000.00
(If more space is needed. additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule A (Rev. 6-98)
.
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Pl0l A DUD-SHORT FOAM
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One C""",*,,, DrlY.. Cron'CHd. N. J. 07018
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Mode tl~e / y..-d day of
Nineteen hundred and ninety-. three' ( 1
in the year
:~thptt" DAVID E. DONS BACH and FA IA A. DONSBACH, husband and
wife, of the Borough of Shirernanstown, County of Cumberland and
commonwealth of Pennsylvania
Granto!!;
A-N-D
PATRICIA A. DONSBACH, of the Borough of Shiremanstown, Count
of Cumberland and Commonwealth of Pennsylvania
Grantee
~ilnt..tl~. that in o01Uideratwn 01 ONE AND NO ONE HUNDREDTHS------------~
----------------------------------------($1.00)-----------------~oUan,
in kand paid, the receipt whereof i8 hereby ac1cnowledted, the said Grantor s do
hereby trant and convey to the said Grantee heirs and assitns,
(.
'-.....-.
ALL THAT CERTAIN lot or tract of land situate in the Borough of
Shiremanstown, Cumberland County, Pennsylvania, more particUlarly
bounded and described as follows, to wit:
BEGINNING at the point of intersection of the southern line of Maple
Avenue and the line of adjoiner between lots number 16 and 17, Block
"G", on the hereinafter mentioned plan of lots, thence south 11
degrees 4 minutes east by said line of adjoiner 133.29 feet to a
point; thence south 74 degrees 10 minutes west 80.28 feet to a
point, thence north 11 degrees 4 minutes west 139.97. feet to a point
on the southern line of Maple Avenue; thence north 78 degrees 56
minutes east by the southern line of Maple Avenue 80 feet to the
point and Place of BEGINNING.
BEING Lot No. 16, Block "G", on Plan 6 of Shireman Manor as recorded
in the Cumberland County Recorder's Office in Plan Book 13, Page 20.
HAVING thereon erected a brick and aluminum siding split level
dwelling .known as and numbered 312 West Maple Avenue.
The above described premises are conveyed under and subject to
easements and restrictions of record inclUding those set forth in
the said plan of lots and also those recorded in Miscellaneous 'Book
No. 150, Page No. 596.
BEING the same premises which Phillip E..Bishop and Wynette A.
Bishop, his wife, by their deed dated May 19, 1980. recorded in the
Office of the Recorder of Deeds of Cumberland County Pennsylvania in
Deed Book Y-28, Page 891 granted and conveyed unto David E. Donsbach
and patricia A. D~nsbach, his wife, GRANTORS herein.
TRANSFER FROM HUSBAND AND WIFE TO WIFE.
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ROBERT 1'. ZIEGLER
RECORDER OF DEEOS
CUMBERLAND COUNTY- PA
'93 SfP t. 2 PM i.2 ~8..
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~ooxt136 f.~.:E en
..
"-nb the said Grantor s Will Warrant Generally the property hereby conveyed.
~n ~ihu.. ~l~"t~ft the said GrantorS have hereunto set their hand S
and 8eal s the day and year ftr8t above written. ~ . ~ / _ ,
Si~ . ~ . ~JJIJ&
David . . Donsbac~ .~
GZ;L"/~' a ~~..
Patricia A. Donsbach
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On thl,l. tha bli
a Notary PU_ C
known to lna (orlatufactorllll prollan) to ba tho pOT'on whou IUl1ne . .i s :. ,
InstTUlnant. and ac1cnowledltod that s ka ueouted tha 'alna
l.'( W1TJfE88 W. L1uuull.t
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MemIlu. ~.ilWi,~<.>:;liiiirffii:j;~
~ ~.trtb~ <lJtdlf~. IMI the preoise residence an complete post office address of the grantee
he~~ ~est Maple Avenue
Shiremanstown, PA 17011
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2000 JUN 16 Afl 8 57
Tax Parcel No. 37-23-0557-079
THIS INDENTURE,
MADE THE
J~ .)..--
".:)T day of
six (2006)
Jun~
, two thousand
BETWEEN
HOLLY L. HOUSEL, Administratrix of the Estate
of PATRICIA A. DONSBACH, late of the Borough
of Shiremanstown, Cumberland County, Pennsyl-
vania, and HOLLY L. HOUSEL, individually, of
Carlisle, Cumberland County, Pennsylvania,
parties of the first part,
and
KENNETH A. HOUSEL and HOLLY L. HOUSEL,
husband and wife, bf Carlisle, Cumberland
County, Pennsylvania, parties of the second
part:
WHEREAS, the said patricia A. Donsbach died intestate on January
23, 2006 and the Cumberland County Register of Wills Office
issued Letters of Administration to Holly L. Housel, on March 10,
2006, at Docket No. 21-06-0216.
NOW THIS INDENTURE WITNESSETH, that the said party of the first
part, by virtue of the power and authority aforesaid, by said
Letters of Administration, and in consideration of the sum of One
Hundred Seventy-three Thousand Dollars ($173,000.00) to her paid
by the said party of the second part, at and before the ensealing
and delivery of these presents, the receipt whereof is hereby
acknowledged, has granted, bargained, sold and conveyed, and does
hereby grant, bargain, sell and convey to the said party of the
second part, his heirs and assigns forever:
ALL THAT CERTAIN lot or tract of land situate in the Borough of
Shiremanstown, Cumberland County, Pennsylvania, more particularly
bounded and described as follows, to wit:
,BEGINNING at the point of intersection of the southern line of
Maple Avenue and the line of adjoiner between lots number 16 and
17, Block "G", on the hereinafter mentioned plan of lots, thence
south 11 degrees 4 minutes east by said line of adjoiner 133.29
feet to a point; thence south 74 degrees 10 minutes west 80.28
feet to a point, thence north 11 degrees 4 minutes west 139.97
feet to a point on the southern line of Maple Avenue; thence
north 78 degrees 56 minutes east by the southern line of Maple
Avenue 80 feet to the point and place of BEGINNING.
BEING Lot No. 16, Block "G", on plan 6 of Shireman Manor as
recorded in the Cumberland County Recorder's Office in Plan Book
13, Page 20.
HAVING thereon erected a brick and aluminum siding split level
dwelling known as and numbered 312 West Maple Avenue.
The above described premises are conveyed under and subject to
easements and restrictions of record including those set forth in
the said plan of lots and also those recorded in Miscellaneous
Book No. lSD, Page No. 596.
BEING the same premises which David E. Donsbach and Patricia A.
Donsbach, husband and wife, by deed dated January 14, 1993 and
recorded September 2, 1993 in the Cumberland County Recorder of
Deeds Office in Deed Book "M", Volume 36, Page 977, granted and
conveyed unto patricia A. Donsbach, single individual. patricia
A. Donsbach died January 23, 2006.
TOGETHER with all and singular the rights, liberties, privileges,
hereditaments and appurtenances whatsoever thereunto belonging or
in anywise appertaining, and the reversions and remainders,
rents, issues and profits thereof, and all the estate, right,
title, interest, property, claim and demand whatsoever of the
said Patricia A. Donsbach at and immediately before the time of
her decease, in law or equity or otherwise howsoever, of, in, to
or out of the same:
TO HAVE AND TO HOLD the said granted premises to the said party
of the second part, their heirs and assigns forever.
AND the said party of the first part, does covenant, promise,
grant and agree, to and with the said party of the second part,
their heirs and assigns, by these presents, that the said party
of the first part, has not done, committed, or knowingly or
willingly suffered to be done, any act, matter or thing what-
soever, whereby the premises aforesaid, or any part thereof, is,
are, shall or may be charged or encumbered, in title, charge or
estate, or otherwise howsoever.
..
IN WITNESS WHEREOF, the said party of the first part has here-
unto set her hand and seal the day and year above written.
(SEAL)
, Administratrix o{
Patrici A. Donsbach
Signed, Sealed and Delivered
;8~ ~~~~ of
fJJ; tfJ. ri~
( SEAL)
Individually
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND
On this, the t~day of J un€- , 2006, before me, the
undersigned officer, personally appeared HOLLY L. HODSEL,
individually and as the Adrninistrix of the Estate of patricia A.
Donsbach, known to me (or satisfactorily proven) to be the person
described in the foregoing instrument, and acknowledged that she
executed the same in the capacity therein stated and for the
purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official
seal.
Brm n Lt d. LtJJ2ili.~
( SEAL)
Notary Public
My Commission Expi
MMOrtWEAl.lH OF P.EftKSYlVAMtA ,..
. NOTARIAL SEA1.
BONNIE L W1WAMS, NOTARY PUBlIC. .-
SIIIREMANS'roWM BaRG., CUMBERlAND co.
MY COMMISSION EXPIRES APRil 18 2009
CERTIFICATE OF RESIDENCE
I do hereby certify that the precise residence and complete
post office address of the within named grantees is: 152 Faith
Circle, Carlisle, PA 17013.
Ju 1\..L I'?.J 2 00 6
rney for Grantees / NiS
.
REV. I !3 ex (6-96) . RECORDER'S USE ONLY
.~ Stat_ Tax PClicI
REALTY TRANSFER TAX
COMMONWEALTH OF PENNSYLVANIA STATEMENT OF VALUE Book Number
DEPARtMENT OF.REVENUE - PClg_ Numb_r
BUREAU OF INDIVIDUAL TAXES
DEPT. 280603 See Reverse for Instructions Dme Recorded .
HARRISBURG, PA 17128-0603
Complete each section and file in duplicate with Recorder of Deeds when (11 the full value/consideration. is not set forth in the d~ed, (2) when the deed
is without consideration, or by gift, or (3) a tax exemption is claimed. A Statement of Value is not-required if the transfer is wholly exempt from tax
based on: (l) family relationship or (2) public utility easement. If more space is needed, attach additional sheet(s).
A CORRESPONDENT - All inquiries may be directed to the following person:
Name Telephone Number:
Jennifer B. Hipp, Esquire Area Code ( 717 I 737-8761
Street Address City State
One West Main Street Shirernanstown PA.
Date 0 Acceptance af Document
One West Main St.
City
Shiremanstown ,
State
'p Code
17011
Grantee (sl/lessee(sl Kenneth A. Housel and
Holly L. Housel
Street Address
152 Faith Circle
City
Carlisle
State
Zip Code
17013
c
PA
PROPERTY LOCATION
PA
Mechanicsburg
37-23-0557-079
Street Address
312 West Ma ie Avenue
County
Cumberland
D VALUATION DATA
,. Actual Cash Consideration
School Distrid
2. Other Consideration
3. Total Consideration
$173,000.00
A. County Assessed Value
$167,380.00
E EXEMPTION DATA
1 a. Amount of Exemption C aimed
x
1
= $173,000.00
6. Fair Market Value
= $167,380.00
+ 0.00
5. Common level Ratio Fodor
100
lb. Percentage of Interest Conveyed
100
2. Check Appropriate Box Below for Exemption Claimed
[Xl Will or intestate succession Patr:i c:i a A. Donsbach
(Nama of Decedentl
21-06-0216
o Transfer to Industrial Development Agency.
o Transfer to a trust. (Attach complete copy of trust agreement identifying all beneficiaries.)
o Transfer between principal and agent. (Attach complete copy of agency/straw party agreement.)
o Transfers to the Commonwealth, the United States and Instrumentalities by gift, dedication, condemnation or in lieu of condemnation.
(If condemnation or in lieu of condemnation, attach copy of resolution.)
o Transfer from mortgagor to a holder of a mortgage in default. Mortgage Book Number , Poge Number
o Corrective or confirmatory deed. (Attach complefe copy of the prior deed being corrected or confirmed.)
o
IEstata FiI. Number)
Under penalties of law, I declare that I have examineithis Statement, including accompanying information, and to the best of my knowledge
and belief, it is true, correct and complete.
Signature of or .pan ent or Responsible Party Date
i (, "1'"1;)-0<'"
LETE THIS FORM PROPERLY OR ATTACH APPLICABLE DOCUMENTATION MAY RESULT IN THE RECORDER'S REFUSAL
DEED.
APPRAISAL OF REAL PROPERTY
LOCATED AT:
312 W Maple Ave
Deed Book 0036M Page 00977
Shiremanslown. PA 17011-6523
FOR:
. The Estate of Patricia A. Donsbach
312 W. Maple Ave.
Shiremanstown. PA 17011
AS OF:
1.23-06
BY:
Denris L Stover
PA Certified Residential Real Estate Appraiser
Certification Number RL 138906
Clauser Real Estate Appraisals
PO Box 777
Camp HiI. PA 17001-0777
Form GAl - "W"mTOTAL' appraisal software by a Ia mode,~. -1-80D-ALAMODE
lhQill
"
File No. 6-0323 R-1
c
Cumberland
Slate PA
Zi Code 17011-6523
TABLE OF CONTENTS
Cover Page ........................................................................................_............................................................................................................................. 1
Swnrnary of Salient Features ............................................................................................................................................................................................. 2
USPAP Identification ...................................................................._.................................................................................................................................. 3
URAR ................................................................................................................................................................................................................................ 4
General Text Addendum ..................................................................................................................................................................................................... 6
Property His1Dry 01 Subject Property ....................................._........................................................................................................................................ 7
Subject PholDs .................................................................................................................................................................................................................. 8
Subject PhoIDs Interior ...................................................................................................................................................................................................... 9
Subject PImos Intelior ..................................................................................................................................................................................................... 10
Buiklng SkBtch (Page .. 1) ................................................................................................................................................................................................. 11
Comparable Photos 1-3 ..................................................................................................................................................................................................... 12
Location Map .................................................................................................................................................................................................................... 13
Intended Use ...................................................................................................................................................................................................................... 14
Appraisal Addendum.. Special Concitions ........................................................................................................................................................................ 15
Statement of Umiling Conditions ...................................................................................................................................................................................... 16
EIecIronic Signa1une Compliance ...................................................................................................................................................................................... 18
Certificate ......................................... ........................... ........... .........._....................... ............................................ .......... ...... ........................... ............... 19
Invoice .............................................................................................................................................................................................................................. 20
Fonn TOCNP- "WlnTOTAL" appraisal soflwve by a Ia mode, inc. -1.800-ALAMODE
/l.
SUMMARY OF SALIENT FEATURES
Subject Address 312 W Maple Aile
Legal Description Deed Book 0036M Page 009n
City Shiremanslown
County Cumberland
Slate PA
Zip Code 17011-6523
Census Tract 42041-0104.00-3
Map Reference 25420
Sale PIice SNA
Data of Sale NA
BDlTOWer I CHent NA
Lender The Estate of Patlicia A. Donsbach
Size (Square Feet) 1,901
Price per Square Foot S
Location Suburban
. Age 42
Condition Avg
T alal Rooms 8
Bedrooms 4
Baths 3
Appraiser Dennis L. Stover
Data of Appraised Value 1-23-06
Anal Estimate of Value $ 173,000
Form SSD - "Win TOT At' appraiul software by a la mode, inc. -1.800-ALAMODE
GMill
~
:J
File No. 6-0323 R-1
Co Cumber1and
State PA
Code 17011-6523
APPRAISAL AND REPORT IDENTIFICATION
This appraisal conforms to 0Ill of the following definitions:
I3l Complete Appraisal (The act or process of est/mating value. or an opinion of value, performed without Invoking 1I1e Departul'8 Rule.)
o Umlted Appraisal (The act or process of estimating value, or an opinion of value, performed under and resulting from Invoking 1I1e
Departure Rule.)
this report Is lUll of the folloWing types:
o Self Contained (A written report prepared under Standards Rule 2-2(a) of a Complete Dr Umited Appraisal performed under STANDARD 1.)
I3l Summary (A written report prepared under Standards Rule 2-2(b) of a Complete or Umited Appraisal performed under STANDARD 1.)
o Restricted (A written report prepared under Standards Rule 2-2(c) of a Complete or Umifed Appraisal performed under STANDARD 1
for client use only.)
Comments on Standards Rule 2-3
I certify that, to the best of my knowledge and belief:
. The statements of fad contained in this report are true and corred.
. The reported analyses, opinions, and conclusions are fimited ony by the reported assumptions and fimiting conditions, and are my personal,
impartial, and unbiased professional analyses, opinions and conclusions.
. I have no (or the specified) present or prospedl\le interest in the property that is the subjed of this report, and no (or the specified) personal
interest with respect to the parties involved.
. I have no bias with reaped to the property that is the subject of Ills 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 de\lelopment or reporting of a predetermined value or direction in
value that favors the cause of the alent, the amount of the value opirion. the attainment of a stipWited result. or the occurrence of a
subsequent e\lent directly related to the intended use of this appraisal.
. My analyses, opinions and conclusions were developed and this report has been prepared. in confonnity with the Uniform Standards of
Professional Appraisal Practice.
I ha\le 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 USPAP-related Issues requiring disclosure:
SUPERVISORY APPRAISER (only If required):
Signature:
Name:
Dale Signed:
Stale CeI1ification #:
or State Ucense #:
Stale:
Expiration Date of Certification Dr Ucense:
o Did 0 Did Nollnspecl Property
APPRAISER: /
Signature: ~_ L Si=
Name: Dennis L StOYer
Oall Signed: 4-1 0-06
SIat8 Certiftcation #: PA State Certified Residential Real Estate ADoraiser
or State lic:ense #: Certification Number: RL 138906
State: PA
Expiration Date of Certification or License: 6130/2007
GEORGE ClAUSER
Form 102 - "WinTOTAl' appraisal software by a la mode, ire. -l.800-AlAMODE
File No. 6-0323 R-1
PM....m. 4Mress 312 W MaaleAw Citv Shiremanstown Slate PA 7ln Code 17011-6523
leoal Descriotion Deed Book 0036M Paae 00977 County Cumberland
Assessor's Parcel No. 37-23-0557-079 T a~ Year 05-06 RE Taxes S 2 838 S :sNA
IloIrower NA CUM Owner The Estate of Patricia A. Oonsbach Occuoant ~ OWner r Tenant r 1 Vacant
allDralsed r.><1 Fee Simole I Ileasehold Prolect T vne I I PUD I I COIIdomirium IHUDNA onlYl HOA S NA /Mo.
Neiahbolhood or Proiect Name Shiremanstown Barouah Man Refe/'8f1C8 25420 Census Tract 42041-0104.00-3
Sale Pttce S NA Dale of Sale NA Ilescrintian and S amount 01 o be mid Iw seller NA
lender/Clen! The Estate of Patricia A. Donsbach Address 312 W. Maple Ave. Shiremanstown PA 17011
ADDr1Iiser Dennis L Stover Address P. O. Box 777, Camp HiI PA 17001-0777
location Q Urban ~ Suburban W Rural Plldomlnant p~t lamuy houI~ Pruenl land 1118 % Land use change
Built up O0'lllr75% ~ 25-75% 0 Under 25% occupancy $(000) (yrs) One family -Z2- o Not 6ke1y 0 UkeIy
Growth rafe o Rapid ~ Slable o Slow [g) Owner 70 low 0 2-4 family 5 181 In process
Properly values 181 Increasing o Slable o Declning o Tenant --eso- Hio~ 150 Multi-family ==:L: To: vacant land to
DernandJsl4lPIy ~ Shortage 0 In balance R ~er SUJlptj 1:81 Vacanl (0-5%) _Predominant_ Commercial 5 residential develoDment
Marketino time Under 3 mos. n 3-6 mos. Over 6 mas n V"'.Iover5'-ll 145 25 I Vacant 15
Note: Race and tbe racial cHlp.lllon 01 the nelghllarhood are not apprallal factors..
NeighborlJlOd boundaries and characteristics: The subiect neiahborhood consists of Shiremanstown Borouah In Cumberland Counlv. PA
Facton 1hal affect the markelabirlly of 1I1e properties in the neighbomlod (proximity to employment and amenities, employment slability, appeal to llIalbt etc.):
ShooDina. schools and churches are located within 5-10 minutes of the orooertv. Full setVice shoOOna is avaUable at the Camp Hill and
Capital City maDs. BllDl'OlCimatelY 5-10 minutes. Pub6c school students attend the Mechanicsbura School Distrid. EmPloYment centers are
located in Hanisbura. Camp Hill York and Mechanlcsbura.
MaIket condItions in the subject neighborhood (lIICluding support for the above conclusions related III the trend of properly values, demand/supply, and marketing time
- such as dala on competitive properties for sale in 1he neighborhood, description of the prevalence of sales and financing concessions, etc.):
Market conditions In the subied nelahbott100d are considered moderatelv active with law mortaaoe interest rates beino the orimarv catalvst.
Sales in recent _eks have been moderatelv active. ADorollimatelv 5 houses of various stYles are for sale within 5 miles and are in comoetitlon
with the subiect. TYPical f1nanc:ino for residential PrODerties includes 80% to 90% loan 1-3 points 5.5-6.5% mortaaae interest rates for UP to 3C
: years. TYPical marketina time is between 90 and 180 daYS.
ProJlcl WarmalIon far PUDs ~f applicable) - .Is the developer/bUiJder in control of lite Home Owners' Association (HOA)? UVes UNo
ApproximatB lDlaJ number of lI'Iits in the subject project Approximate IIlIaI number of units for sale in the subject project
Describe CllllVllOIl elBmenls and recreational facilities:
lXmensions 133.29x80.28x139.97x80 Topography Ava
Sl1e area 0.25 acres Comer Lot 0 Yes jgJ No Size Ava
Specific zoning classification and description R-ST Slnale FamilY Residential Town Shape Irreaular
ZoliIYJ compiaree 181 legal 0 legal IlOnconfOnning (Grandfathered use) 0 Illegal o No zoning Drainage Ava
~- . . ~ Presl!llt use . n 0IIw use Il!llDlain\ VieW Avo
UtlIlI.. Pubic other 011...18 Improvementa Type Public Private landscaping Avo
Bec1ricity 181 Street Macadam 181 D Driveway Surface Concrete
Gas DNA CurblgutlBr Concrete 181 0 Apparent easemenls None Known
WaIer 181 Sidewalk Concrete 181 0 FEMA Special Fbod Hazard Area o Yes ~ No
Sali1ary sewer 181 Street liglIts Incandescent .~ R fEMA Zone C Map Dal! 12/11/1981
Storm sewer i5<i Ah None FEMA MaD No. 42035700018
Comments (apparent adverse easements, BIICIllaclunents, special assessments, side areas, ilEgal or legal nonconformlng zoning use, etc.): There are no
aooarent easements encroachments soecial assessments aride areas or iDeaal or leaal nonconformina uses known.
GElERAt. OESCRIPnON EXTERIOR OESCRJPlION FOIlMlAnON BASEMENT INSUlATION
No. of Units One Foundation ConcrBlock Slab 0 Area Sq. R. 546 Roof _ 0
No. of SlIlries 2 ExIerior WaDs Brick/Aluminum Crawl Spact 0 " Anished 40% Ceiing ~ 181
Type (DetJAlI.) Detached Roof Surface FGlShnal Basemeri Partial CeiUng Sus/Ooen Wafs ~ 181
Design (Style) So/it-Level GutI!rs & Ownspts. Aluminum Sump Pump None WaRs PanIBlk Fklor ~ 181
ExistilJ.l,1'roposed ElCistina Window Type Db/Huna Dampness No Ellidence Fklor TIe/Concrete None _ 0
Age (Yrs.) 42 SIIlmv'Screens Screens Selllement No Evidence Outside Entry NA U~O
Effective Ao ilYrs.l 15 Manufactured House No Infestation No Evidence Roor Drain
ROOMS Faver livino Dirino Ki1l:hen Den lIlIiIvRm. Rec. Rm. Bedrooms # Baths Laundrv Other Area SII. Ft
Basement 1 Area Storaoe 546
level 1 1 1 514
. level2 1 1 1 546
level 3 4 2 841
Finished area abave oracle contains: 8 Rooms' 4 Bedroomlsl: 3 Balh/sl: 1901 S uare Feet of Gross livino Area
INTERIOR Materials/Condition HEATIHG t<lTCIfN EQUIP. Arne AMEMnES CAR STORAGE:
Fbors CDtlB/kTlJHdw Avo Type HW Refrigerallr 0 None 0 Rreplace(s) '* ..1..Ee..-181 None 0
Wafs ONWllI Avo Fuel O~ Range/Oven 181 Stairs 0 Patio Rear 181 Garage # of cars
TlinVRrish Wood Ava Condition Avo. Disposal 181 Drop Slair 0 Deck NA 0 Attached NA
BaIhFbor CDtNin Ava eOOUNG Dishwasher 181 Scuffle IZl Porch NA 0 Detached NA
BaIh Wainscot CeramiclFG Aw Central NA FarVHood 0 Floor 0 Fence NA 0 Buill-In 1 Car
Doors Wood Ava O1her C Fans Microwave 0 Heated R Pool NA 0 Carport NA
Condition Ava WasherJl)yer Fi Finished 11 DriYewav 2
Addllional fealures (special energy efficient ilBms. etc.):
Condillon of the Improvements, depreciation (physical, functional, and exlemaO, repairs needed, quality of consfruction, remodeingladditions, etc.: See attached
addenda.
Adverse environmental conditions (such as, but not 6mited to, hazardous wastes, WC subs1ances, etc.) present in 1he Improvements, on 1he site, or in the
il1llllllda1e vicinity of the subject property.: None Known - appraiser is not oualified to detect such substances. If the house Is sold termite and
radon certifications are suaaested. Houses buit before 1978 mav contain lead base Dallll.
Freddie Mac Folln 70 f{93
GEORGE CLAUSER
~
Summary Report
UNIFORM RESIDENTIAL APPRAISAL REPORT
PAIr. 1 OF 2
Form UA2 - "WmTOTAl' appraisal scf\ware by a Ia mode, inc. -1-800-AlAMODE
Fannie Mae Foon 1004 6193
ESTIMATED SITE VAlUE ..............................................!" $
ESTIMATED REPROOUCnON COST-NEW-OF IMPROVEMENTS:
Dwelling 1.901 Sq. Ft @$ _ = $
546Sq.fl@$_=
180 000
-5 000
+4,000
-6 285
-3 000
rt +1 000
-1.500
+2 000
7285
ITEM SUBJECT COMPAIWllE NO. 1 COMPARABLE NO. 2 COMPARABlE 1<<>. 3
Dam, Price and DalI Not in the last Not in the last year. Not in the last year. Not In the last year.
SoIlCe, for prkr sus year. MLS ML.S MLS
wiIIin ear 01 'sal CCTAO 4/8106 4/8106 4/8/06
Analysis of any cUlTel1t agreement of sale, option, or isting of subject property and analysis of any jJior sales of subject am comparables wI1Iin one year 011he date of appraisal:
The sub' eel is not curre offered for sale or under an a reement of sale. No rior sales within three ars.
173 000
Anal Reconcifiation: InsuffICient market data was available to rocese the Income roach. The Cost A roach is considered and used as a
check for this a raisal and i sets the u r .mil of value. The Sales Com rison A roach is deemed most reliable and ivell realest
ht.
The purpose of llis appraisal is to estimate lhe maIket value of the real property that is 1I1e subject of t1is report, based on 1he above condItions and the certification, contingent
and limiting conditions, and maIk8t value definilion 1hat are slaled in 1he atIached fleddie Mac Fonn 439IFNMA lorm 11104B (Revised 6-93 I.
I (WE) ESTlllATE THE MARKET VAWE, AS DEFWEO, OF THE REAL PROPERTY THAT IS THE SUBJECT OF lHlS REPORT, AS OF 1-23-06
(WItJCH IS 1HE DATE OF INSPECTION ANO THE EFFECTIVE DATE OF lHlS REPORT) TO 8E $ 173.000
APPRAISEa:-.) ~ SUPERVISORY APPRAISER (ONLY IF REQUIRED):
Sionalllre.l_ . J. ~ Sionature
Name DennIS L. Stover Name
Date ReoortSianed 4-10-06 ale Si ned
Slall CeI1iIlcation # PA State Certified Residential Real Estl Stlte PA Stale C 'fie lion #
Or Slate Ucense II Certification Number. RL 138906 Stile PA Or Stale Ucense #
Freddie Mae Form 70 6/93 PAGE 2 OF 2
Form UA2 - 'WmTOTAl' appraisal software by a Ia mode, inc. -l-SO()'AlAMODE
o Did 0 Did Not
Inspect Property
stall
State
fannie Mae Fonn 1004 ~93
~
BOITDWer/Clent NA
Property Address 312 W MaDle Ave
City Shiremanstown COIlnly Cumberland Slalll PA Zip Code 17011-6523
Lender The Estate of Patricia A. Donsbach
Supplemental Addendum
File No.6-0323R-1
. URAR: ImDrovements . Condition of the ProDartv
Subject is a split- level style dwelling In average condition with a one car built-in garage. Physical: Depreciation due to age
and condition. There appears to be a moisture problem In the first level bathroom revealing peeling wall paper and some
rotted wood. The seconcl floor bath is not useable. The greenboard and wainscoting around the tub/shower are being
repaired. There is also a moisture problem in the master bath. The kitchen nODr covering shows signs of tears and cabinets
need refinished. (see interior photos) Functional: None External: No adverse locational features noted. This report is NOT
a home inspection and the appraiser only performed a visual inspection of accessible area and that the appraisal cannot be
relied upon to disclose conditions and/or defects in the property.
Fonn TADD - "WIIITOTAL' appraisal sofIwar8 by a Ia mode, inc. -l.80G-AlAMODE
GEORGE CLAUSER
~
Borrower NA Ale No. 6-0323 R-1
IPmnl!llv Address 312 W Maole AI.'!!
CIIv Shiremanstown COlm Cumberland Slate P A liD Code 17011-6523
Lender The Estate of Patricia A Donsbach
PROPERTY HISTORY OF SUBJECT PROPERTY
In developing a real property appraisal, YA1en the value opinion to be developed Is market value, an appraiser must, If such
Infonnatlon Is available to the appraiser In the normal course of business:
(a) analyze all agreements of sale, options, or listings of the subject property currert 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 effeetIve date of the appraisal.
The appraiser has attempted to obtain spec:lfie Information on the subject property with the foUowIng findings:
I2l The subject property has had no change of ownership In the past three (3) years.
I2l 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 c:urrentIy 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.
I-~ r'~ I~-~ 1- I~- I
o The subject property Is proposed eonstruc:tIon and is not currently 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 Pl-LS2 - "'MnrOrAl' appraisal software by a Ia mode, inc. -1-80lJ.Al..AMODE
Subject Photo Page
~
Borrower/Clen! NA
Property Address 312 W Macle Ave
City Shiremanstown C_ Cumberland Slate P A Zip Code 17011-6523
lender The Estate of Patricia A. Donsbach
Subject Front
312 W. Maple Ave.
Sales Price NA
Gross Uving Area 1,901
Total Rooms 8
T olal Bedrooms 4
Total Ballrooms 3
Location Suburban
View Avg
. Site 0.25 acres
Quality Avg
Age 42
Subject Rear
SubJect Street
Form P1CPIX.SR - 'WinTOTAl' appraisal software by a Ii mode, inc. -1-80o.ALAMODE
~
Borrower/Clent NA
Prooertv Address 312 W Mame Ave
City Shlremanstown County Cumberland StaIB P A Zip Code 17011-6523
lender The Estate of Patricia A. Donsbach
Subject Interior Photo Page
Subject Interior
312 W Maple Ave
Sales Price NA
Gross UWrJ Area 1,901
Total Rooms 8
Total Bedrooms 4
Total Bathrooms 3
~aoon Subu~n
View Avg
Site 0.25 acres
Quality Avg
Age 42
Peeling wallpaper and rotted
base
Subject Interior
Wom kitchen cabinets
SUbject Interior
Tom kitchen floor
Form PICPlX.SI- 'WInTOTAl" appraisal software by a la mode, inc. -1.80o.ALAMODE
"
Sublect Interior Photo Page
C
Cumberland
~
Slate PA
Code 17011-8523
Subject Interior
312 W Maple Ave
Sales Price NA
Gross U'Iing Area 1,901
Total Rooms 8
Total Bedrooms 4
T alai Ba1hrooms 3
Location Suburban
View Avg
Site 0.25 acres
Qua!i1y Avg
Age 42
Green board repairs
SubJect Interior
wainscoting repairs
Subject Interior
Moisture In master bath.
Form PlCPlX.SI- "WinTOTAL' appnisaJ soflware by a la mode, inc. -1-BOo-ALAMODE
~
Building Sketch
Borrower/Clent NA
Property Address 312 W Maele Ave
City Shiremanstown Countf Cumberland StaIB P A liD Code 17011-6523
lender The Estate of Patricia A Donsbach
312W. MAPLE AVE.
FIRST LEVEL
SECOND LEVEL
THIRD LEVEL
BASEMENT
29.0'
21.0'
29.0'
21.0'
"" BATH
...~
~2.0'
~ MIlLY ROO!. <'!
~ i ~ ~ ~
'" ~ C'I t'oI
LMNG ROOM
EDROOM BEDROOIJ
~ ~~ERBATH
~J~ BEDROOM
b
en
'"
~TORAGE
1:> EC~~~" b
a; cO
'" '"
1:>
oi
'"
<rrCHEN
DINING ROO! b
oi
'"
LAUNDRY
12.0'
17.0'
21.0'
21.0'
29.0'
NOT EXACT AND NOT TO SCALE
SIlI*:lh.""""'"
Comments:
CocW
QLU
GLA2
GLA3
IISM'l'
GAR
AREA CALCULAT10NSSOMMARY
llHcrIpllon Hilt Biz. .
Firat x..v.l 514 . 0
s.aand t..va1 546.0
Third x..v.J. 841.0
Baa.....t 546.0
Sui! t in Garage 240.0
NIt Totals
514.0
546.0
841.0
546.0
240.0
LIVING..AR.EABREAKOOWH
ElrukdOwn 8ubIDla/s.
Firat Llwe1
6.0 x 29.0 174.0
17.0 x 20.0 340.0
Second Level
21.0 x 26.0 546.0
Third Level
29.0 x 29.0 841.0
Net LIVABLE Area
(Rounded)
1901
4 Items
(Rounded)
1901
Form SKT.BIdSkI- "WinTOTAL" appraisal software by a Ia mode, inc. -1.80o-AlAMOOE
~
Comparable Photo Page
BOlIDWer/Clent NA
ss 312 W MaDle Ave
CitY Shiremanstown Countt Cumberland Slats PA lio Code 17011-6523
Lender The Estate of Patricia A. Donsbach
Comparable 1
33 S. West Ave.
Prox. 10 SUbject 0.22 mBes SW
Safe Price 180,000
Gross Uvlng Area 1.687
Total Rooms 7
Total Bedrooms 3
Total Balhrooms 2.5
Location Suburban
VIew Equal
Site . 19 Acres
Cuality A "9
Age 41
Comparable 2
1102 Baldwin St.
Prox. to Subject 1.27 miles SW
Safe Price 197.000
Gross Living Area 2,026
Total Rooms 9
Total Bedrooms 4
T olal Ba1hrooms 2.5
Location Suburban
VIew Eqwd
Site .24 Acres
auality A"9
Age 42
Comparable 3
6 Nittany Dr,
Prox. to Subject
Sale PIice
Gross Uving Area
TD131 Rooms
Total Bedrooms
Total Bathrooms
Location
VIew
Site
auaflty
Age
2.76 miles SW
180,000
2.320
6
3
1.5
Suburban
Equal
Acres
A"9
43
Fonn P1CPlX.CR - 'W'rnTOTAL' ,appraisal software by a Ia mode. inc. -1-SOO-ALAMODE
BorrowerLCient NA
Pmoertv Address 312 W MaPle Ave
City Shiremanstown County Cumberland Stale PA Zip Code 17011-6523
lender The Estate of Patricia A Donsbach
Location Map
~
. 1"-'/">: \1
~. ../ (r.:-i-~ ,Si;
I...,/~\ _.:::E-, H
!
/
Form MAP,LOC - 'WinTOTAlU appraisal software by a la mode, inc, -1-80G-AlAMODE
Intended Use
~
Ale No. 6-0323 R-1
ClI11berland
Stale PA
Code 17011-6523
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 lenderlclient.
SCOPE OF WORK
The scope of work for this appraisal is defined by the compleJdty of this appraisal assignment and the reporting requirements
of this appraisal form, including the following definition of market value, statement of assumptions and limiting conditions, and
certifications. The appraiser must. at a minimum: (1) perform a complete visual inspection of the interior and exterior areas
of the subject property, (2) Inspeclthe neighborhood, (3) inspect each of tile comparable saJes from at least the street, (4)
research and verify, and analyze data from reliable publ'lC andIor private sources, and (S) 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 pubic records, other Identlfied sources,
inspection of the subject property and neighborhood, and selection of comparable sales within the subject market area. The
original source of !he com parables is shown In the Data source section of the market grid, along with the source of
confirmation, if avaIable. The original source is presented first. The sources and data are considered reliable. When
confIlcting information was provided. the source deemed most reliable has been used. Data belieYSCI to be unreliable was
not Included in the report, nor used as a basis for the valuation conclusion.
SOURCE OF THE DEFINmON ON MARKET VALUE
USPAP, 2005 Edition
ThIs definition is from regulations published by federal regulatory agencies pursuant to TrtIe XI of the Flnanciallnstitulions
Reform, Recowry and Enforcement Act (FIRREA) of 1989 between July 5, 1990 and August 24, 1990, by the Federal
Resel'll8 System (FRS), National Credit Union Admiristratlon (NCUNA), Federal Deposit Insurance Corporation (FDIC), The
ofIice of Thrift SupeNision (OTS), and the OffICll 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 Guidefmes. dated October 27, 1994.
Form SUP-'WinTDTAL" appraisal software by a la mode, inc. -1-8()().AL.AMOOE
NA
Prooertv Address 312 W MaDre Ave
City Shiremanstown COImtv Cumberland Slate PA liD Code 17011-6523
lender The Estate of Patricia A. Donsbach
Special Conditions
~
Fde No 6-0323 R-1
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 incom parable 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 mari(et 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.
-7-_ 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 IdentiflEld Flood Zone.
7. Dampness Is noted In the basement of ths subject. Standing or running water was not
present on basement floor.
_X_ 8. The subject is older than fiW(5) years old. ~ mechanical systems including the
heating, electrical and plumbing system appears upon a llisual eJderior inspection to
be in working ortler. No warranties are impled 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. We/I 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 ordy 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 vacanlland in
this neighborhood. This condition is considered common and typical for the
neighborhood and DOES NOT affect the market vaue.
_ 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. Inc:fllliclual adjustments were required that eJCCeed 10%. These adjustments were required
due to the lack of more similar comparables on that indi\1dual rating. AU three
comparables are the BeST AVAILABLE.
_ 19. Total adjustments el<<:8ed 15%. This is due to the lack of com parables on that indMdual
rating. AI threecomparables are the BEST AVAILABLE.
_ 20. One or more comparable saJes 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.
_~ 21. One or more of the comparables used were in excess of one(1) mle 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. AI com parables used are located in simiar neighborhoods and within
the same marketing area. All three com parables used were the BEST AVAILABLE.
_ 22. Roofing certificaUon is suggested.
_ 23. Plumbing certifICation Is suggested.
_ 24. Electrical certilication is suggested.
_ 25. Heating certifICation Is suggested.
_ 26. Flood Hazard Insurance is suggested.
_ 27. Seller is paying part or all of closing cost. 11is DOES NOT affect the market value.
_~ 28. AU comparable sales are closed sales.
_~ 29. The subject property has not transferred in the past three years..
_X_ 30. This appraisal is a Summary Report with complete data retained in appraisal file.
Fonn SUP - "WmTOTAl' appraisal sofIwal1 by a Ia mode, inc. -1-80lJ.ALAMODE
~
DEFINITION OF MARKET VALUE: The most probable price Which a properly should bring in a competitive and open mar1let under al conditions
reqlisiIB to a fair sale, the buyer and seDer, each acting prudenlfy, kmwfedgeab/y and assuming \he price is not affecllld by undue stimulus. ImpUcit in 1his
deflrilion is the consummation 01 a sale as of a specified dale and \he passing of tiIIe from seller to buyer under conditions whereby: (1) buyer and seDer are
IypicaJy motivated; (2) bolll parties are wea infonned or weD advised, and each acting in what he considers his own best interest; (3) a reasonable time is allowed
lor exposure in the open market (4) payment is made in tenns of cash in U.S. dam or in teons of financial arrangemenls comparable thereto; and (5) !he price
represents Ihe normal consideration for the properly sold unaffected by special or creative financing or sales concessions' granted by anyone associated wilh
!he sale.
· Adjustments lD the comparables must be made lor special or creative financing or sales concessions. No aOJUstmeris are necessary
for lhase costs wlich are normally paid by sellers as a result of lra<flllon Dr law in a market area; these cosls are readily identifiable
since the seier pays these costs in virtualy aD sales \iansactions. Special or creative financing adjustments can be made to the
comparable property by coll1l8rlsons to financing terms offered by a lhfrd paIly institutional lender that is not already involved in the
property or transaction. ArrJ adjustment should not be cat:ulaled on a mechanical doBar lor doRar cost of the financing or concession
but Ihe doBar amount of 8rrJ adjus1ment should approximale the mall<efs reaction to !he financing or concessions based on the
appraiser's judgement.
STATEMENT OF LIMITING CONDITIONS AND APPRAISER'S CERTIFICATION
CONTINGENT AND UMITING CONDITIONS: The appraiser's cel!ification thai appears In the appraisal report is subject tl the following
conditions:
1. The appraiser wil not be responsible for matters of a legal nabJre 1hat affect either the properly being appraised 0( the tiUe to it The appraiser assumes !hat
the title is good and martelable and, therefore, wiD not render 8rrJ opirions about !he tille. The property is appraised on !he basis 01 it being under responsible
ownership.
2. The appraiser has provided a skeldt in !he appraisal report to show approximalB dimensions oIlhe improvements and the sketch is included only lD assist
!he reader oIlhe report in visualizing the property and understanding the apptaise(s determination of its size.
3. The appraiser has examined the available flood maps thai are provided by the Ftderal Emergency Management Agency (or other data sources) and has noted
in !he appraisal report whelher !he subject site is mcated in an idenlilied Special Rood Hazard Area. Because lhe appraiser is not a surveyor, he or she makes
no guaran\les, elqmSS or implied, regarding llis determination.
4. The appraiser wiU not give testimony or appear in court because he or she made an appraisal of !he property in question, unless speciflc arrangements to do
so have been made beforehand.
5. The appraiser has estimated the value of the land in !he cost approaclI at its highest and best use and the improvements at !heir contributocy value. These
separate valuations of !he land and Improvements must not be used in conjunction with 8rrJ other appraisal and are invalid if !hey are so used.
6. The appraiser has noted in !he appraisal report arrJ adverse conditions (such as, needed repairs, depreciation, the presence of hazardous wastes, tilde
subslances. etc.) observed during !he inspection of the subject property or fhat he or she became aware of during !he normal research involv9d in performing
the appraisal. Unless otherwise stated in the appraisal report, lhe apPl3iser has no knowledge 01 arrJ lidden 0( unapparent condillons of lhe property or
adverse environmenlal condilIons (Including lhe presence of hazardous wastes, 1Dldc subslances, etc.) !hat would make !he properly more or less valuable, and
has asSllll8d that !here are 00 such conditions and makes no guaJaltees 0( warranties, express 0( imp&ed, regarding lhe condllion of the properly. The
appraiser wi. not be r8Sp0lISlble for any such corxlilions that do exist or for arrJ engineering or testing that night be required 10 discover whether such
conditions exist Because the appraiser is not an expert in !he field of environmental hazards, lhe appraisal report must not be considered as an
envirormen131 assessment of the properly.
7. The appraiser obtained Ihe infocmation, estimates, and opinions that were expressed in the appraisal report from sources !hat he 0( she considers to be
relable and believes them to be true and correct The appraiser does oot assume responsibility fO( lhe accuracy of such items that were furnished by olher
parties.
8. The appraiser wUl not discklse the contents ollhe appraisal report except as provided for in the Uniform Standards of Professional Appraisal Practice.
9. The awraiser has based his 0( her appraisal report and valuation conclusion for an appraisal thai is subject lD satisfaclllry cornplstion, repairs, or
allerations on the assumption !hat completion of the improvements wiD be per10nned in a workmanlike manner.
10. The appraiser must provide tis or her prior written consent before \he lender/client specified in the appraisal report can distribute the appraisal report
~ncludiOlJ conclusions about the property vakJe, the appraiser's idedily and professional designations, and references 10 8rrJ professional appraisal
orgariZations or the firm wilh wlich the appraiser is associated) to anyone other than !he borrower, the mor1gagee or ils successors and assigns; the mortgage
insurer, consultants; professional appraisal orgarizalions; 8rrJ stalll or federally approved financial insfilulion; or arrJ department, agency, or instrumentality
oflhe United States Dr any stale or Ihe District of Columbia; except that Ihe lender/client may distribute 1he property description section oflhe report only to data
collection or reporting seMce(s) wi1hout having \0 obtain lhe appraiser's prlO( written consent. The appraiser's written consent and approval nwst also
be oblained before the appraisal can be conveyed by arrjOll8 10 the pub6c 1l1rough advertising, pubic relations, news, sales, or other media.
Freddie Mac Foon 439 6-93
Page1of2
GEORGE ClAUSER
Form ACR - "WmTOTAl" appraisal SOl\ware by a la mode, Inc. -1.80O-AlAMODE
Famie Mae Form 10048 6-93
~
APPRAISER'S CERTI FICATION: The Appraiser certifies and agrees that
1. I have researched the sublect market area and have selected a mininum of three recent sales of properties most similar and proximate 10 the subject property
for consideration in the sUs comparison analysis and have made a doBar adjustment when appropriate to reftect the market reac1lon to tIIlse items 01 signifICant
variation. If a sigrificant item in a co~arable property is superior to. or more favorable than, 1he subject property, I have made a negative adjustment to reduce
the adjusted sales price 01 !he comparable and, if a signiflCal1\ item in a comparable property is inferior to, or less favorable than the subject property, I have made
a positive adjustment to increase \he adjusted sales price of the comparable.
2. I have taken into consideration the faclllrs that have an impact on vakIe in my deveklpment of the estimate of market value in the appraisal report. I have not
knowingly WilhheId any significant Information from !he appraisal report and I beUeve. to the best of my krowEdge, that aD stalBments and irtormation in the
appraisal report are tnJe and correct
3. I smEll in the appraisal report only JITf own personal, unbiased, and professional analysis, opinions, and conclusions, wlich are subject only to the contingent
and imiting conditions specified in lIis form.
4. I have 00 present or prospective Interest in the property that is the sub~ct to this report, and I have no present or prospective personal interest or bias wi1h
respect to 1he palficlpants in the transac1lon. I did not base, either partlaly or complelBly, my analysis and/or the estimale of market vakJe in the appraisal report
on the race. color, religion, sex. handicaP. fdal status. or national origin of eittEr the prospective owners or occupants of 1he subject property or of the present
owners or occupants of the properties in the vicinity of the subject property.
5. I have 110 present or corempla'ed fubn interest in the subject property, and neilher my clmnt or future employment nor my compensation for performing lIis
appraisal is contingent on the appraised value of the property.
6. I was not required to report a predlllermined vakJe or direc1ion in valJe 1IIat favors the cause of the clent or any relafed party, the amount of the valle estimale,
the aIlainment of a specific result, or the occurrence of a subsequent event in order to receive my compensation and/or ernpklyment for performing the appraisal I
did not base the appraisal report on a requested mininum valuation, a specific vauation. or 1he need to approve a specific mortgage klan.
7. I performed this appraisal in confomity wilh 1he Uliform Slandards of Professional Appraisal Prac1lce that were adopted and promulgatBd by thIl Appraisal
Standards Board of The Appraisal foundation and that were in place as of the effective dale of lI1s appraisal, wilh thIl exception of the departure provision of tIIlse
Sfalllards, which does not apply. I acknowledge that an estimate of a reasonable lime for exposure in 1he open market is a condllan in the deflllifion of market vakle
and Ihe estimale / deveklped is consis1Enl with the marketing time no1Bd in the neighborOOod section of this report, unless I have o1heIwlse stallld In !he
reconcirlalion sec1lon.
8. I have personaly inspected the interior and exterior areas of 1he subject property and the exl8rior of all properties IsEd as comparables in the appraisal report.
I further certify \hat I have noled aTrJ apparent or Iioown adverse conditions in !he swject improvemenls, on 1he subject silll, or on any site within the immediail
vicinity of !he subject property of which I am aware and have made adjustments for 1hese adverse conditiOIlS in JITf analysis of lhe property value to the extent 1hat
I had market evidence to support them. I have also commented about 1he effect of !he adverse conditions on 1he markelabiIIty of \he subject property.
9. I personaly prepared all conciJsions and opil1ions aboul1he real estate that were set for1h in the appraisal report If I relied on significant professiOnal
assistance from any indiYiWaI or illlivlduals in the performance of !he appraisal or the preparation of the appraisal report, I have 111M such indMdual(s} and
discklsed the specific lasks performed by them in the reconclUation section of this appraisal report. I certify that any indMdUa/ so named is qualfied to perform
1he !asks. I have not aufhorlzed anyone tI make a change 10 aJrf iIIlm in 1he report; therefore, if an unau1horized change is made to the appraisal report, I will take
no responsibility for it
SUPERVISORY APPRAISER'S CERTIFICATION: If a supelVisory appraiser signed the appraisal report, he or she certifies and agrees !hat
I direcfIy SU\l8lVise the appraiser wIxl prepared the appraisal report, have reviewed the appraisal report, agree with 1he statements and conclusions of 1he appraiser,
agree to be bound by the appraiser's certifications Illmbered 4l1rough 7 above, and am taking luB responsibility for 1he appraisal and 1he appraisal report
ADDRESS OF PROPERTY APPRAISED: 312 W Map/eAve. Shiremanstown. PA 17011-6523
APPRAISER:
S~: ~ J. s/=
Name: Denris . Stover
Date Signed: 4-10-06
Slate Certificafion #: P A Stale Certified Residential Real Estate Appraiser
or State License It. Certification Number: RL 138906
Slate: PA
Expiration Dale of CertifICation or Ucense: 6130/2007
SUPERVISORY APPRAISER (only If required):
Signalure:
Name:
Dale Signed:
Slate Certification #:
or Stale Ucense #:
StaIB:
Expiration Dale of Certification or Ucense:
o Did 0 Did Not Inspect Property
Freddie Mac Form 439 6-93
Page 2 of 2
Fannie Mae Form 10048 6-93
Form ACR - 'WinTOTAL' appraisal soflware by a Ia mode, inc. -l-llOO-ALAMODE
~
NA
Pronerlv Address 312 W Manle Ave
Citv Shiremanstown CoIIItv Ctnlbertand Slate P A lin Code 17011-6523
Lender The Estate of Patricia A. Donsbach
File No 6-0323 R-1
ELECTRONIC SIGNATURE COMPLIANCE
Winlotal and Project 2000 are fully ASB (Appraisal Standards Board) compliant in their security. The signatures on this
report haw not been altered in any way and the digital signatures are to be considered as original.
Fann SUP - "WinTOTAL' appraisal software by a Ia mode, inc. -1-B()()"ALAMODE
BOITOWerlClent NA
Property Address 312 W Maple Ave
~ Shiremanstown County Cumberland Stale PA ~p Code 17011-6523
lender The Estate of Patrlcia A Donsbach
Certificate
~
.' " . ......":: -:~;'- ,'; ~4'.:.~....;...~.. "t,.:
Bllt~~~:'2'"
. ?b~~~;:~d\"':"~~:" 't"<~/;, ....
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......;. .'" -"".' ppra"""
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Form MAP.PLAT - 'WinTOTAl" appraisal software by a la mode, inc. -1-80o.AlAMOOE
Rev-1503 EX+(H8)
.
SCHEDULE B
STOCKS & BONDS
COMMONWEALllt OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Donsbach, Patricia A.
FILE NUMBER
21-06-0216
ESTATE OF
All property jolntly-owned with right of survlvorahlp must be disclosed on Schedule F.
ITEM CUSIP VALUE AT DATE
NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH
1 Bookspan - 401 (k) account - Profit Sharing and 632.02
Retirement Portion - Close-Out Balance - 632.02
2 M&T Investment Group - Account No. AZM-068146 n/o 8.01 1.920.80
IRA FBO Patricia Ann Donsbach-MTB Large-Cap
Stock Fund CL B
3 M&T Investment Group - Account No. AZM-068146 n/o 1.00 2.57
IRA FBO Patricia Ann Donsbach-M& T Bank Sweep
deposit account
TOTAL (Also enter on Line 2, Recapitulation) 2.555.39
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule B (Rev. 6-98)
bo~an
1225 South Market Street Mechanicsburg PA 17055
(717) 697-0311
April 13, 2006
James D. Bogar
Attorney at Law
One West Main Street
Shiremanstown, P A 17011
RE: ESTATE OFPATRICIAA. DONSBACH
Dear Mr. Bogar:
Fidelity Investment forwarded your correspondence regarding the Estate of Patricia A.
Donsbach tome.
Please note that Ms. Donsbach's 401(k) account included a Profit Sharing contribution
made by Bookspan in 2003 and a Retirement Contribution deposited into her account on
January 31,2006. Ms. Donsback did not contribute to the Plan.
The above deposits were made as follows:
· Profit Sharing - contribution deposited on February 28,2003, in the amount of
$371.24
· Retirement Contribution - contribution deposited on January 31, 2006 in the
amount of$236.19.
For the current market value, please check with Holly 1. (Donsbach) Housel, as she has
taken a distribution of the account.
If you have any questions, you may contact me at 717 795-1408.
Sincerely,
~,+:jI/J---
Maria G. Huelin
Director, Employee Benefits
cc: Holly 1. (Donsbach) Housel
~. (; !.JA:-.
V04t:1C/UW;l41!;)O
bo~an
BOOKSPAN 401(K) SAVINGS PLAN
TOTAL DISTRIBUTION STATEMENT
74533 OP4K
ESTATE OF PATRICIA A. DON
C/O HOllY DONSBACH
312 WEST MAPLE AVENUE
SHIREMANSTOWN, PA 17011-0000
EMPLOYEE NO.: 00010356
DIVISION NO. : YES SOLUTIONS
TYPE : TOTAL DISTRIBUTION - NO DIRECT TRANSFER
EMPLOYMENT DATE
TERMINATION DATE
TRANSACTION DATE
03/26/2001
01/23/2006
03/20/2006
FUND INFORMATION
SHARES CASH
~ WITHDRAWN WITHDRAWN
FIDELITY RET GOVT MM $1.0000 391.820 $391.82
FID FREEDOM 2015 $11.9700 20.067 $240.20
SOURCE INFORMATION
03/20/2006 VESTED AMOUNT
BEGINNING BALANCE PERCENT WITHDRAWN
CO. PROFIT SHARING CO NT. $391.82 100.00 $391.82
RETIREMENT CONTRIBUTION $240.20 100.00 $240.20
DISTRIBUTION SUMMARY TAX INFORMATION
BEGINNING BALANCE $632.02 TOTAL DISTRIBUTION $632.02
LESS WITHDRAWALS ( $632.02)
ENDING BALANCE $.00 TOTAL TAXABLE AMOUNT $632.02
ORDINARY INCOME AMOUNT $632.02
ELIGIBLE FOR ROLLOVER $632.02
CHECK INFORMATION
ESTATE OF PATRICIA A. DONSBA
C/O HOLLY DONSBACH
312 WEST MAPLE AVENUE
SHIREMANSTOWN . PA 17011-0000
CHECK DATE 03/20/2006
CHECK NUMBER 226795609
GROSS AMOUNT
FEDERAL TAX
NET AMOUNT
$632.02
$126.40
$505.62
11 M&I'lnvestment Group
M&T Securities, Inc.
2875 Union Road, Suite 30-33, Cheektowaga, NY 14227
800 724 7788
April 5,2006
Date of death valuation
James D. Bogar
Attorney at Law
One West Main Street
ShiremanStown, P A 17011
Re: Account # AZM-068146 nJo IRA FBO Patricia Ann Donsbach
Open date- 02/17/2001
Date of Death- 01/23/2006
Description of Security Quantity Date of Death Price per share on
Valuation . valuation date
MTB Large-Cap Stock 239.80 $1,920.80 $8.01
Fund CL B
M& T Bank Sweep 2.57 $2.57 $1.00
deposit Account
We have received the information presented above from sources that we believe to be
accurate. However, we do not guarantee their accuracy. The price per share on valuation
date is the closing price on that date.
. Prepared by:
fun~ CU1{Mu
Tammy Casella
M&T Securities. Inc
1-800-724-7788
Investments: · Are Not FDIC-Insured · Have No Bank Guarantee. May Lose Value
M&T Securities, Inc., Member NASD/SIPC
Rev-1508 EX+ (8-98)
*'
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
OOMMONWEAI:m OF PENNSYlVANIA
INHERITANCE TAX RElVRN
RESIDENT DEOEDENT
Donsbach, Patricia A.
FILE NUMBER
21-06-0216
ESTATE OF
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property loIntly-owned with the right of survivorship must be dlsclOl8Cl on achedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Bookspan - Final paycheck 670.55
2 Commerce Bank - Checking Account No. 513173807, date of death balance $306.13; 306.20
accrued interest $0.07
3 United States Treasury - Refund of 2005 federal personal income taxes 2.970.00
4 1996 Buick Skylark - Vehicle Identification Number 1G4NJ52T8TC419283, value as 600.00
listed on attached appraisal
5 Personal Property. Contents of home and personal property - value as listed on 590.00
attached appraisal
6 Personal Property - Contents of home and personal property - sold at public sale 329.00
TOTAL (Also enter on LIne 5, Recapitulation)
5.465.75
(If more space is needed. additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule E (Rev. 6-98)
Commerce
_Sanku
April 4, 2006
James D Bogar
Attorney At Law
1 W Main St
Shiremanstown, PA 17011
RE: Estate of: patricia A Donsbach
Social Security #: 172-38-9215
Date of Death: January 23, 2006
Dear Sirs:
In reference to the letter regarding the above mentioned
Estate, we would like to inform you of the information that
we have researched and found.
Type: Checking
Account #: 513173807
Date Opened: 4/6/00
Primary Owner: patricia A Donsbach
Date of Death Balance: $306.20
Accrued Interest: $.07
Principal Balance: $306.13
If there are any questions or additional information that
is needed, please feel free to contact me at (717) 412-
6130.
Sincerely,
lUcL~~ 'rvl~
Wanda J Morris
Senior elF Specialist
Commerce Bank / Harrisburg, N.A.
P.O. Box 8599
100 Senate Avenue
Camp Hill, Pennsylvania 17001-8599
b!JlIlIJ~~
FREYSINGER PONTIAC, GMC, BUICK, MAZDA, HYUNDAI, INC.
6251 CARLISLE PIKE I MECHANICSBURG, PA 17050' TEl. 717-766-8422
Lf-(- Ok,
--rJ, -e.. / 9'1(" ;Bo { ~ k.. 5 k '( /.a v'" k
{/;::N; /0' LfNJ5z- -rg -rei. t:;f1C( 2 ~ :3
ft lied Jo ParfvtC!fC1 A, Vc)?ts/;acL.
3(2. U-J. (l/)a~(e.A(/e.. Shlvetv...;;IVlS ~'1
:11. 00
'PA !rol! IS 660 -,
JJgfe d dean Jat-J, 23 I 200 {o
~ <:? y~
'?/l9-(} , d I
. ,
APPRAISAL
Personal Property of .? .4tA tel A [)OJJs I34c PI
Appraised by Chuck E. Bricker AU094-L
ITEM
SUI
VALUE
3tJ~
.3S"(1O
~O~
I~ au
3?J. 00
/ lJ,tJ/)
3 t) 60
/6,tJ(j
'10 60
~ao
~. tJD
c3 {), d IJ
4a
dO 06
I4:a ()/)
JIJ .00
~{)D
:2(),o~
~ lH)
3)2 W,MPLe S)(/l!-cffJ+JJs7lJv.J).} PAc
Date ...2 - I - ~
ITEM VALUE
.'r
REV.1151 EX+ (12-99)
*'
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT OECEDENT
ESTATE OF
Donsbach, Patricia A.
Debts of decedent must be reported on Schedule I.
FILE NUMBER
21-06-0216
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
See continuation schedule(s) attached 9,172.62
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Social Security Number(s) I ErN Number of Personal Representative(s):
Street Address
City State Zip
-
Year(s) Commission paid
2. Attorney's Fees 8,734.41
See continuation schedule(s) attached
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 295.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs 3,522.09
See continuation schedule(s) attached
TOTAL (Also enter on line 9, Recapitulation) 21,724.12
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H (Rev. 6-98)
:..
Rev-1502 EX+ (8-98)
*'
SCHEDULE H.A
FUNERAL EXPENSES
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETlJRN
RESIDENT PecEDENT
Donsbach, Patricia A.
FILE NUMBER
21-06-0216
ESTATE OF
ITEM DESCRIPTION AMOUNT
NUMBER
1 Design Monuments - Grave Stone 1.326.38
2 Funeral Luncheon - Tambelllni 610.41
3 Jefferson Memorial Park - Burial Plot 920.00
4 John F. Slater Funeral Home, Inc. - Funeral 5.531.56
5 Klein's Flower Shop and Greenhouse - Funeral Flowers 634.27
6 St. Sylvester Church - Church and Organist 150.00
Subtotal
9.172.62
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H.A (Rev. 6-98)
I
Rev-1502 EX+ (11-98)
*'
SCHEDULE H.B2
ATTORNEY'S FEES
continued
COMMONWEAL 1H OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Donsbach, Patricia A.
FILE NUMBER
21-06-0216
ESTATE OF
ITEM
NUMBER
DESCRIPTION
AMOUNT
1
Jennifer B. Hipp, Esquire - Legal Fees
8.000.00
2
Mark D. Johns, Esquire - Initial attorney involved-retainer and fees paid
734.41
Subtotal
8.734.41
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H-B2 (Rev. 6-98)
)
Rev-1502 EX+ (6-98)
.
SCHEDULE H.B7
OTHER
ADMINISTRATIVE COSTS
continued
COMIAONWEAl1l1 OF PENNSYLVANIA
INHERITANCE TAX RETVRN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
21-06-0216
Donsbach, Patricia A.
ITEM
NUMBER
AMOUNT
1
DESCRIPTION
Chase - Home Equity Line of Credit Payment
512.28
2
Chuck E. Bricker, Auctioneer - Personal Property Appraisal
75.00
3
Chuck E. Bricker, Auctioneer - Commission on sale of personal property
94.00
4
Clouser Real Estate Appraisals. Appraisal of 312 West Maple Avenue,
Shiremanstown, PA
325.00
5
Com east - Cable Bill
53.42
6
Com cast - Disconnect Charge
35.95
7
Judy C. Prowell - 2006 CountylTownship Real Estate Tax
676.97
8
Keystone Oil - Oil Delivery
570.00
9
MCI - Telephone Bill
78.14
10
Members 1st Federal Credit Union - Check Fee
9.99
11
Pennsylvania-American Water - Water Bill
56.06
12
PPL - Electric Bill
61.93
13
RESERVES: - Costs to conclude administration of Estate including filing fee for Pa.
Inheritance Tax Return and Inventory; preparation of personal and fiduciary Income
tax returns
850.00
14
State Farm Insurance. Homeowner's Insurance
90.74
15
WSI - Trash Collection
32.61
Form PA-1500 Schedule H-B7 (Rev. 6-98)
Copyright (c) 2002 form software only The Lackner Group, Inc.
:;
Rev-1512 EX+ (6-98)
*'
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
Donsbach, Patricia A.
FILE NUMBER
21-06-0216
ESTATE OF
Include unrelmbu....d medical UpeMU.
ITEM
NUMBER DESCRIPTION
1 Camp Hill Fire Company - Ambulance Service - Co-Pay
VALUE AT DATE
OF DEATH
50.00
2 Chase - Home Equity Line of Credit - Outstanding Balance Due
14.383.86
3 Kohl's - Charge Account No. 0438672172
109.04
4 Orthopedic Institute of Pennsylvania. Medical Bill
20.00
5 Pinnacle Health - Medical Bills (2)
250.00
6 The Country Door - Payment for purchase made prior to date of death
140.80
7 West Shore EMS-ALS . Ambulance Bill
627.36
TOTAL (Also enter on Line 10, Recapitulation)
15,581.06
(It more space is needed, additional pages of the same size)
Copyright (c) 2002 form software only The Lackner Group. Inc.
Form PA-1500 Schedule I (Rev. 6-98)
.. ,
I. ..11I...111. 11...11.. .11.11. ..1.1.. .1.I..II'llIlIul.I...1lI
PATRICIA A DONS BACH
312 W MAPLE AVE
SHIREHANSTOWN PA 17011-6523
Jan. 12 through Feb. 8, 2006
Page 1 of 5
To Contact Us
I1Y Phone: 1-800-836-5656
PiIra ~ol: 1-800-800-5626
I:fearinIi Impaired: 1-800-582-0542
Internet: WWW.CHASECOM
PROTECT YOUR HOME EQUITY LINE OF CREDIT FROM RATE INCREASES BY
LOCKING ALL OR A PORTION OF YOUR LINE BALANCE AT A FIXED RATE.
CALL 1-866-814-6214 FOR MORE DETAILS.
FIXED LOCK RATES ARE BASED UPON THE RATE AND TERM FOR A
COMPARABLE HOME EQUITY LOAN.
YOUR ACCOUNT is PA$1'1>UE. PLEASE MAKE A
P A YMJ::NT l'ODA Y.
Payment due date
Minimum Davment due ..
03-05-06
5201.64
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Home Equity Line of Credit
Credit limit
Beoinnina DrinciDal balance
Princioal balance as of 02-08-06
Available credit
$50.000.00
514.383.86
513.946.75
SO.OO
Beainnino total balance
Advance6ldebits
Payments/credits
$14.481.20
$3.319.63
-3.763.01
Total balance as of 02-08-06
$14,037.82
ONE ProtectSM Fees UnDaid
$8.37
.. Minimum Payment Due includes current and any unpaid ONE Protect Fees.
Tranuctlons
Post Date DescriDtion
01-12"()6 Balance Forward
01-12-06 ANNUAL PERCENTAGE RATE 7.25% Daily Periodic
Rate .00019863
10..()5-05 FINANCE CHARGE Due To Backdatina
10-05-05 OD Benefit Pmt tPrinciDal 563.35\
10.11-05 Fee Assessment Reversal
10-11-05 aD Fee Une Bal
11"()2"()5 Payment Reversal (Principal $906.31. Interest
$83.32. Fees $10.37)
11"()2-O5 Payment - Thank You (Principal $906.35, Interest
continues
Jan. 12 through Feb. 8, 2006
Page 2 of 5
TralUlactlons
Payments/ Advancesl Principal Balance
PostDate DescriDtion Credits (-I Debits l + ) After Transaction
S83.32.Fees $10.33) $1.000.00 $14.320.47
11-05-05 FINANCE CHAR9E Due To Backdatina -1.61
11-05-05 00 Benefit Pmt (PrlnclDal 5122.00\ 5122.00 $14.198.47
11-10-05 Fee Assessment Reversal $9.83
11-10-05 00 Fee Une Bal $9.72
11-28-05 Payment Reversal (Principal $1894.78, Interest
S95.~9 Fees S9.83\ $2 000.00 $16.093.25
11-28-05 Payment - Thank You (Principal $1894.89, Interest
$95.39. Fees $9.72\ $2.000.00 $14.198.36
12-05-05 FINANCE CHARGE Due To Backdatina -0.91
12-05-05 00 Benefit Pmt (Princioal 5121.46) $121.46 $14.076.90
12-11-05 Fee Assessment Reversal S8.69
12-11-05 00 Fee Une Bal S8.51
12-30-05 FINANCE CHARGE Due To Backdatina -0.18
12-30-05 00 Benefit Pmt lPrineiDal 56.41. Interest 592.28\ 598.69 S14.070.49
01,.03-06 Payment Reversal (Principal $99.03, Interest
592.28. Fees S8.69\ $200.00 514.169.52
01-03-06 Payment - Thank You (Principal $191.49, Fees
58.51) 5200.00 $13.978.03
01-05-06 FINANCE CHARGE Due To Backdatina -0.03
01 -O5"()6 00 Benefit Pmt iPrineloal 521 60\ $21 60 $13956 43 _. -
01-11-06 Fee Assessment Reversal S8.63
01-11-06 00 Fee Une Bal S8.37
01-30-06 00 Benefit Pmt (Princioal S9.68. Interest S88.71 \ $98.39 $13.946.75
02-02-06 Rate Changed To 7.50% ANNUAL PERCENTAGE
RATE Dailv Periodic Rate .00020548
02..08-06 00 Fee Une Bal S8.37
02-08-06 FINANCE CHARGE Accrued This Period $78.27
Total $3,763.01 $3,319.63 $13,946.75
ON 3/26106 BANKONE.COM WILL HAVE A NEW LOCATION AT CHASE.COM.
THE FIRST TIME YOU LOG ON TO CHASE.COM, YOU WILL NEED TO ACCEPT
TWO ONLINE AGREEMENTS: THE E-SIGN DISCLOSURE AND CONSENT, AND
THE ONLINE SERVICES AGREEMENT. TO VIEW THE DOCUMENTS,
GO TO WWW.CHASE.COM/COMMUNICATION AND WWW.CHASE.COM/AGREE.
continues
.,,1
REV.1513 EX+ (9-00)
.
SCHEDULE .J
BENEFICIARIES
COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
1
Donsbach, Patricia A.
NAME AND ADDRESS OF
PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [include outright spousal
aistributions, and transfers
under Sec. 9116(a)(1.2)]
Christopher D. Donsbach
11850 9th Street North, Apt. 21202
St. Petersburg, FL 33716
RELATIONSHIP TO
DECEDENT
Do Not Ust Trusl8e(l\
FILE NUMBER
21-06-0216
SHARE OF ESTATE AMOUNT OF ESTATE
(Words) ($$$)
ESTATE OF
NUMBER
I.
Son
One-half (112)
of rest, residue
and remainder
2
Holly L. Housel
312 West Maple Avenue
Shlremanstown, PA 17011
Daughter
One-half (112)
of rest, residue
and remainder
Total
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
TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF AEV.1500 COVER SHEET
0.00
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule J (Rev. 6-98)
f "
Register of Wills, Cumberland County, Pennsylvania
INVENTORY
Estate of Patricia A. Donsbach
No. 21-06-0216
Date of Death 01/23/2006
Social Security No. 172-38-9215
also known as
, Deceased
Holly L. Housel
The Personal Representatlve(s) of the above Estate, deceased, verify that the Items appearing In the following Inventory
Include all of the personal assets wherever situate and all of the real estate located In the Commonwealth of Pennsylvania
of said Decedent, that the valuation placed opposite each Item of said Inventory represents Its fair value as of the date of
the Decedent's death, and that the Decedent owned no real estate outside of the Commonwealth of Pennsylvania except
that which appears in a memorandum at the end of this Inventory. VWe verify that the statements made in this Inventory
are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C. S.
Section 4904 relating to unsworn falsification to authorities.
Attorney:
Jennifer B. Hipp
86556
p
1.0. No.:
Signature:
Signature:
Firm: Boaar and HipD Law Offices
Address: 1 West Main Street
Shiremanstown, PA 17011
Telephone: 717-737-8761
Address: 312 West Maple Avenue
Shiremanstown, PA 17011
Telephone: 717-218-0821
Dated:
QIl-dOl4
Personal ProDertv
Cash............................................................. .......... ............ ............
Persona I Property.........................................................................
StockslListed................................................................................ .
Stocks/Closely Held..... ... ........ ... ...... ..... .... ....... ... ...... ...... ....... .......
Bon ds.............................................................................................
Partnerships and Sole Proprietorships .....................................
Mortgages and Notes Receivable...............................................
All Other Property. ........ ...... ........ ....... .... ........... ... .... ... ........ ..........
3,946.75
1,519.00
2,555.39
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173,000.00:..>
Total Personal Property.. ............... ...... ....... .... .......
T ota' Real Property............. .......... ....... ....... ...........
Total Personal and Real Property.........................
Total Out-of-State Real Property..........................
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Register of Wills, Cumberland County, Pennsylvania
INVENTORY
Estate of
Patricia A. Donsbach
No.
21-06-0216
, Deceased
Date of Death 01/23/2006
Social Security No. 172-38-9215
also known as
Cash
Bookspan - Final paycheck
670.55
Commerce Bank - Checking Account No. 513173807, date of death balance
$306.13; accrued interest $0.07
306.20
United States Treasury - Refund of 2005 federal personal Income taxes
2.970.00
Total Cash
3.946.75
Personal PrODertv
1996 Buick Skylark - Vehicle Identification Number 1 G4NJ52T8TC419283, value
as listed on attached appraisal
600.00
Personal Property - Contents of home and personal property - value as listed
on attached appraisal
590.00
Personal Property - Contents of home and personal property - sold at public
sale
329.00
1.519.00
Total Personal Property
Stock I Listed
Bookspan - 401 (k) account - Profit Sharing and Retirement Portion - Close-Out
Balance - 632.02
632.02
239.8000 M&T Investment Group - Account No. AZM-068146 nlo IRA FBO Patricia Ann
Donsbach-MTB Large-Cap Stock Fund CL B
1.920.80
2.5700 M& T Investment Group - Account No. AZM-068146 nlo IRA FBO Patricia Ann
Donsbach-M& T Bank Sweep deposit account
2.57
Total Stock / Listed
2.555.39
(Attach additional sheets if necessary)
Total Personal Property and Real Estate
181.021.14
t/IJ'._
Register of Wills, Cumberland County, Pennsylvania
INVENTORY
Estate of Patricia A. Donsbach
also known as
, Deceased
No. 21-06-0216
Date of Death 01/23/2006
Social Security No. 172-38-9215
Real Estate
Real Estate - All that certain piece or parcel of real estate having erected
thereon a dwelling house being known and numbered as 312 West Maple
Avenue, Shlremanstown, Pennsylvania. The property was acquired by Patricia
A. Donsbach, single person, by Deed dated January 14, 1993 and recorded in
the Cumberland County Recorder of Deeds Office on September 2, 1993, a
copy of said Deed being attached hereto and Incorporated herein. The
above-described real estate was conveyed from the Estate of Patricia A.
Donsbach, by Deed dated June 13, 2006 and recorded In the Office of the
Recorder of Deeds on June 16, 2006, to Kenneth A. Housel and Holly L. Housel,
husband and wife. A copy of said Deed is attached hereto and incorporated
herein. A copy of the appraisal prepared by George C. Clauser, SRA, is
attached hereto and Incorporated herein.
173.000.00
Total Real Estate
173.000.00
2
-,
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96j
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
HOUSEL HOLLY L
152 FAITH CIRCLE
CARLISLE, PA 17013
-------- fold
ESTATE INFORMATION: SSN: 172-38-9215
FILE NUMBER: 2106-0216
DECEDENT NAME: DONSBACH PATRICIA A
DATE OF PAYMENT: 09/25/2006
POSTMARK DATE: 09/25/2006
COUNTY: CUMBERLAND
DA TE OF DEATH: 01/23/2006
NO. CD 007247
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $3,204.06
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$3,204.06
REMARKS: HOUSEL KENNETH
CHECK# 3485
SEAL
INITIALS: AJW
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS