HomeMy WebLinkAbout11-14-06
REV-1500 EX + ~
COMMONWEALTH OF
PENNSYlVANIA
DEPARTMENT OF REVENUE
OEPT.280601
HARRISBURG. PA 17128-0001
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DECEDENrS NAME (lAST, FIRST. AND M100lE INITIAl)
Walters Woodrow W.
DATE OF DEATH (tMOO- Y8lI')
REV -1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
DATE OF BIRTH (MM-OD-Y_)
06/11/2006 10/24/1928
(IF APPlICABlE) SURVIVING SPOUSE'S NAME (lAST. ARST, AND MIDDlE INnw.)
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00 1. ~Inal Return
o 4.1.1rMed Estate
00 6. Decedent Died Testate (AIlIch copy afWl)
o 9. L/tJgatIon Proceeds Recefved
o 2. Supplemental Retum
o 41. Future Interest Compromise _afdlllllllllr 12-12-82)
o 7. Decedent Maintained a UvIng Trust lAIIcII copy afTI1IIt)
o 10. Spousal Poverty Credit (dlleafdellllbllMlen 12.31-91_ 1-1-95)
OFFICIAl USE ON.Y
FILE NUIIBER
2 1 -0 6 0 5 4 2
"'Cciiimcooe -viAA- - - iiiiiiER- -
SOCIAL SECURITY NUMBER
2 0 2-2 0-5 2 9 3
1lIS RETURN IIJ8T BE Fl.ED If DUPl.JCATE WfTM THE
REGISTER OF WillS
SOCIAL SECURITY NUMBER
o 3. Remainder Return (dIIe af delIII pIIor 11I12-13-82)
o 5. Federal EsfatBTax Return Required
_ 8. Total Number of Safe Deposit Boxes
o 11. Election (0 tax under See. 9113(A) (AIlIch Sch 0)
... THIS SEcnON MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Ii NAME COtIPlETE MAILING ADDRESS
~ John M. Eakin Market Square Building
I FIlM NAill; (II_I
TELEPHONE NUMBER
717 766-3172
Mechanicsburg, PA 17055
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corpcnfion. PattneIship or ~ropriebsh/p (3)
4. ~ages & Noles Receivable (Schedule 0) (4)
5. Cash. Sank DeposIts & MIscellaneous P8ISOII81 Properly (5)
(Schedule E)
6. JoilCly Owned Property (Schedule F) (6)
o Separate BiIng Requested
7. Inter-VIvos TI8IlSfers & MIscellaneous Non-Pr0bat8 Property (7)
(Schedule G or l)
8. ToIII Grou As.... (mtaI Unes 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent.~e liabilities, & liens (Schedule 0 (10)
11. TotalOlductlons (bta' lines 9 & 10)
12. Net Value of EstIIa (l.ile 8 minus line 11)
13. Charitable and Gowemmenfal8equestslSec 9113 Trusts for which an election m tax has not been
made (Schedule J)
14. Nit VI"" SubjIc:t to Tu (line 12 minus line 13)
SEE INSTRUCTIONS ON REVERSE SI)E FOR APPlICABLE RATES
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15. Amount of line 141axab1e at the spousal tax
rate, or frBnsf8rs under See. 9116 (a)(1.2)
16. Amount of Une 14 taxable at lineal rate
17. Amount of Une 14 taxable at slbIlng rate
18. Amount of line 14 taxable at coIIalBfal rale
19. Tu Due
1.041.468.40 X .045 (15)
X _ (16)
X .12 (17)
X .15 (18)
(19)
20.0
C H E C K HER ElF YOU A R [ REO U EST I ~j G l\ REF u ~m 0 f: ,\ 1. 0 v [ R PAY r: [ 'j T
(8)
29.734.93
4.664.00
(11)
(12)
(13)
(14)
OFFICIAL USE ONLY
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1.075.867.33
34.398.93
1.041.468.40
1. 041.468.4~ .
46.866.08
46.866.08
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
Decedent's Com lete Address:
STREET ADDRESS 595 Silver S rin Road
CITY Mechanisbur
STATE
PA
ZIP
17055
. Tax Payments and Credits:
1. Tax Due (Page 1 Une 19)
2. CndsIPayments
A. Spousal Poverty CredIt
B. PrIor Payments
C. Discount
(1)
46.866.08
44.000.00
2.200 00
Total Credits (A + 8 + C) (2)
46.200.00
3. InterestJPenaty if applicable
D. Interest
E. Penaty
T otallnterestlPenaty ( 0 + E ) (3)
4. If Une 21s greater than Une 1 + Une 3, enter the difference. This Is the OVERPAYMENT.
Check box on Page 1 line 20 to request. refund (4)
5. If Une 1 + Une 315 greater than Une 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
8. Enter the total of Une 5 + 5A. This is the BALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
0.00
666.08
666.08
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; ....................................................... .................... 0 1X]
b. retain the right to designate who ~ use the property transferred or Its income; ............ .................. .......~.. 0 f&)
c. retain a reversionary Interest; or ...................................................................................................... 0 IXJ
d. receive the pranlse for life of either payments, benefits or care? ............................................................. 0 f&)
2. If death occuned after December 12, 1982; did decedent transfer property within one year of death
without receiving adequate consideration?...................................;.......................................................... 0 IX)
3. Did decedent own an IIn trust for' oi:payable upon death bank account or security at his or her death? ................. 0 IX)
4. ~=::~.~~..~.~.~.~.~....................... 0 I&l
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IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE rr AS PART OF THE RETURN.
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Under petWIIes d , I decIn IheIl 11M eunnd IhIs return, IncIudIna 8CCOIllIXIlYIna schedules and sI8lemIrlnts. and b !he best of my knowledge and belief, it Is true, COlTllCt and complete.
0lIcIlnI0n at pnIplnf ....1Ie p8fIOII8I based on 8l1nform8llon or WhIch pnIplnf has any !mwIedge.
SIGNATURE FILING TURN DATE
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ADDRESS
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ADDRESS Mark Square Building
Mechanicsbura. PA 17055
06
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate Imposed on the net value dtransfers to or for the use dthe surviving spouse is 3%
(72 P.S. 19116 (8) (1.1) (i)).
For dates d 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. S9116 (8) (1.1) (Ii)).
The statute does not exemDl 8 tralsfer to 8 surviving spouse from tax, and the statutory requirements for disclosure d assets and filing a tax return are still appIlcable even If
the surviving spouse Is the only beneficiary.
For dates d death on or after July 1, 2000:
The tax rate Imposed on the net vaue of transfers from a decitas&d child twenty-ooe years d age or younger at death to or for the use of a natural parent, an adoptive parent,
or a steppnnt of the child Is 0% [72 P.S. S9116(aX1.2)).
The tax rate Imposed on the net value of transfers to or for the use of the decedenrs HneaI benefIcIartes is 4.5%, except as noted in 72 P.S. S9116(1.2) (72 P.S. S9116(aX1)].
The tax rate Imposed on the net value d transfers to or for the use of the decedent's siblings is 12% (72 P.S. fi9116(aK1.3)]. A sibling Is defined, under Section 9102, as an
indlvldual who has at least one pnnt In common with the decedent, whether by blood or adoption.
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REV-1502 EX + (8-98)
.
COtAK>NWEAL TH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Walters Woodrow W 21 06 0542
AI real propeI1y owned solely or n I tenlnt In common must be reported It fair market vllue. Fair market value Is defined as the price at which property would be
exchanged between a wIing buyer and a wlIng seller. neither being compeIed to buy or sel. both having reasonable knowledge of the relevant facts.
R.II which Is In -owned with ht of survlvorshl must be disclosed on Schedule F.
SCHEDULE A
. REAL ESTATE
3.
DESCRIPTION .
595 Silver Spring Road, Mechanicsburg, PA I
House and 1.22 acres, Silv,er Spring Township, 1 attached appraisal
591 Silver Spring Road, Mech$nicsburg, PA
House and .9 acres, Silvet Spring Township, see attached appraisal
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Owl Road, Newville, PA, '
Cabin and 26 acres 100 perches, Upper Frankford Township, see attached appraisal
VALUE AT DATE
OF DEATH
150,000.00
ITEM
NUMBER
1.
2.
144,000.00
95,000.00
TOT At (Also enter on line 1, Recapitulation) $
(If more space Is needed. in8ert addltional sheets of the same size)
389 000.00
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SUMMARY OF SALIENT FEATURES
Mjlc:tMhU 595 SILVER SPRING ROAD
l.IpI~ DEED BOOK 00253. PAGE 00008
CIly MECHANICSBURG
ColI1Iy CUMBERlAND
S1III PA
~CodI 17050
CIllIuI Trac:l 0118.02
MlpIWtnllCt HBG ADC 31181J..2
s. Pllct S NlA
OIIIIII~ NlA
~ HlA I
lllldlr JOHN EAKlN-AnORNEY AT W
SIll ~ FteQ 1,8&4
Pllct pit __ Fed S
UcIIIan AVG-BUSY RD
,. .... 50 YEARS
..... AVERAGE
TaIII Rooms 8
BednlomI 4
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..... ROBERT It BANZHO'F
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IFiIe No SILVERSPRING5951 Paae #31
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freddie Mac Form 70 March 2005
canIann '" III
c:ence or extemet
In the market ace.
Page 1 of6
Fannie Mae Form 1004 March 2005
Farm 1004 - 'MnTOTAl.'......1allwIn br.1I mode. h:. -1-800-AlAMOOE
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Ifile No SILVlASPRING5951 Paae #41
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Uniform Residential Appraisal Report filii SIlVERSPRING595
,i 3 ClIIIIIrIbIe DrOlllltles CIIITIIIIII oIlnllor IIIe illle rlllllila il III'Ice from $ 121 900 to $ 159 900
of CllIlIDnI* ... illle ........ wIIhi1 .. oasllWelve IlllIlllhI r..... il slle rxte from $ 128 000 to $ 182 900
fEATlIIE I stUCT COMPAIWlLE SALE 11. Cot.FARABlE SALE 1 2 COftIIARAIII..E SALE 1 3
~lHI5 SILVER SPRING ROAD 20 SUNSET DRIVE 5 TIMBER ROAD 83 FOXANNA DRIVE
.. MEClWllCSB\lR<l PA "000 ~ PA "000 MECHANICS8\JRG PA 17(150 CARlISLE PA 17013
IDSUIlIIct 2. 1 NW 15.01 mlle'~ ~.4 NW
PIIct 1$ HlA . 1i5.9OOt $ 180 $ 1S2a.!
"Pdct/GrOSsUv.Area 11.11.. 109.05 I-A -. 117.85 la.II. , $ 105.44 la.II, _
011I ScMrcefsl ASMT RECORDSJMLS ASMT RECORnwl ~ ASMT RECORDSlMLS
VwIcIlIan SouIctlsl .
VALli AlWSTMENTS DESCRFTION DESCRFTION +1-1 . AdiJstmenl DESCRFTIOH +1-1 . Adilslmenl DESCRFTION +1-1 $ AdiJSbnenl
~.~ CONY ~ CO~
ConcessIonI CCPD 3 900 NONEKNOWN CCPD 3 000
011I 01 S*lTIme 11-29-05125 +4.50( 12.18-05115 +4700 07-31..()8123
lIICIIan AVO-BUSY RD AVERAGE -2.50( AVERAGE -2 500 AVERAGE -2.500
llllehalM'H SImDIe FEE SIMPLE FEE SIMPLE FEE SIMPLE FEE SIMPLE
SIIII 1.22 ACRES 1.39 ACRES 0.40 ACRES +4100 0.69 ACRES
VIew AVERAGE AVERAGE AVERAGE AVERAGE
1.5 STORY 1.5 STORY 1.5 STORY 1.5 STORY
AVGlBRICK AVGNlNYl AVGlBKlALM AVGNlNYL
50 YEARS 47 YEARS 27 YEARS 55 YEARS
AVERAGE Bm THN AVG -10JlOO BTR THN AVG -10 nnn BTR THN AVO
lullll....!.... TtIIIl.....l.. lullllNms. Baths lulll BthlI./....
8 I .. I 1 5 I 3 I 2 -2.500 5 I 3 2 -2.500 5 3 11.5
1864 SQ.n. 1236 IO.ft. +9 mil . 1 360 1O.n. +7800 1545 1O.ft.
FULLBMST FULlBSMT FULL BSMT FULlBSMT
UNFINISHED UNFINISHED UNFINISHED UNFINISHED
AVERAGE AVERAGE AVERAGE AVERAGE
HWINO CA EBBINOCA EBBlGASJNCA OFHA/NOCA
TYP FOR AREA TYP FOR AREA TYP FOR AREA TYP FOR AREA
2 CAR GARAG NONE +8.00c 2CGARlATTA 1CGARlATTA
ENC PORCH PRCHlDECK PAnO +1500 DECKIPORCH
1 FIREPLACE NONE +3.000 1 FIREPLACE NONE
NON~ NONE NONE NONE
IllNONE NONE NONE
Net ..... , IT........ 1)(1 + rl., laW lXf + II> $ :lGOO rl + o:a > .
Ad/UItId We Pllce Net A4. 7.3 10 Net A4. 1.8 10 Net Adj. 0.9 10
01 Gross All. 21.4 to S 145.800 Grass All. 2D.1I to $ 162.900 GIosI Adl. 11.7 to S
I D(J lid I I lid not research .. .. . hnsI. hIatorv 01 .. IIlll COINIIIIIII nIn. W IIlIlImIIIiI
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10UaItY 01 ConsWcllon
AcluII AaI
CancIIun
AIJM GmIe
Room Count
Grosl UvIna Area
BaemenI & finished
Rooms Below Gnde
FtRIIonaI ~
-10000
-1 500
+4 800
I\IIW ElIIcIent IIemI
orcM'alb'Deck
+4.000
-2 000
+3.000
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"1-
-1.500
161 400
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I Mv raun:tI [J lid o:a did Illlt meallllV IIIlar _S . tnnsIers '" III . b . II... vunllrlor 10 III enecllw dale 01.. .......
0IIa SouIcttII LOCAL ONUNE COUNTY ASSESSMENT RECORDS I
Illy raearch r 1 lid 1><1 lid not reM lIlY IIIlar ..S . _..1 III lie CDmIlIf'" "I b \he VIIII' nrIar \0 Ihe dale of .. oflhe cormnblI ...
DIIa SalIeeII LOCAl ONLINE COUNTY ASSESSMENT RECORDS
I Report III mulls 01 III reselldlllld "Is vi the IIIlar s* . transfer I islorY vi lie . IIlll C(I -able"s IrellOlt IddlIIonaIIiiiO .*. 0Il111t11 31.
ITEM .' SUBJECT COMPARABlE SAlE II COMPARABlf SALE 12 COMPARABlE SALE 13
0aIlI 01 PriDr SllelTfIIlSIer 08-b5-2002 NONE KNOWN TO EXIST NONE KNOWN TO EXIST NONE KNOWN TO EXIST
PIIce 01 PriDr SaltlTrnl. 1.00 FOR PAST 36 MONTHS FOR PAST 36 MONTHS FOR PAST 36 MONTHS
DIIa SouIctlsl DEEDICOUNTY RECORDS CNTY RCRDS ONLINE CNTY RCRDS ONLINE CNTY RCRDS ONLINE
EIIecIve 0aIlI1II DIll SoIreelll 08-06-2008 08-06-2008 08-06-2006 08-06-2006
I AnIIvsls III arlor 1* .tr....1iIIDrY ollie and Cllllllfable 1*. There were no unusuel characteristics observed In the Drior lales hlstorv
of the ........ ........rtv or ..Ies.
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01 S*, All four ..Ie. .... considered I" be reII8bIe IndIc8lors of v.1ue .nd II/'tI -wohted .lrnll8rlv In the flneI
reconcIIIeUon. AIloroorIele adluatmenl. have been mede for .. difference.. C.........rebIe. ..... used .re .n ..-"'-'I ...... In
I dMe DrDJdrnItv to the . Ire the -.lIer to extend laerch Dlu.meters. TIme-......lments... baled on IoclII mi. .18tl.tIcI.
loclItIon IIdIuatment due to more de.1re8ble .ubdMslon'. CondKlon dualmentl due to the .~rIor cosmetic condition of the . It Is
noted that Fennv Mae suaaeated auIdeIIneI on -re tooIaM were ex......wt on C""'" Sale No.1 2 end 4. Thllllllluslment II limier than nOl'R1lll
but the..... d1Men are COI1IIdefed the be.t 8V8II8bIe. Other lXlIIIMr8bla analYzed would hevereGUlred Ies. dnInIble "u.tmenll.nd were not
I UlI8d for thlt realOl1. All four comDBrable ..tea .... located In the .ame martlet are. lownahl; and achool dlslrlct .. the . rtv and would
be I8mlIlllII'SIHKltlve DUrChaler If .. __ an the' rnlu1tet allhe ..me u;;;;- .. the ~ect.
lncbIId V_III' Wes S 150 000
IncIIoIIId V" br: ... . &-hS 150 000 COlI ApprCllOll (I dtvtlOl*!U HlA Income . HlA
8M ethIched Iddend..
TNs IppfIUIIs madI I8J ". ...., 0 subjIct to compIeIIon pel' pin and .pecIlIcllons 0Il1he basis of . hypoIheIIcal condIlIon 11II .. ~ ..... bien
completed, 0 sutJjK1 to '" IaIIowlng .epalrs . .aIIonI on .. basis of . hypoIheIIcal condIIIon 11II .. repa\fI . IIItraIIons hIWI bHn compIIIed. . 0 IUbjIcI to the
IIaIowInI Ilued on .. IISIIIIIIIIIan Ilal .. concIIIon . dIkIIncv dDeI not -*- aIeraIIon . reoK:
BIHd an I 0CI!ftIIIIII vIaUIIIInlpecllon of the interior and exterior .... of the luIJIect proper1y, cIIIIned ICOpI of work, llItemtnt of I'I~ IfId IImIlIng
COIIlIIIanI, IfId ippnIIMr'l ceI1IInIIon, IIIJ (our) opinion of the me.llet ,....., .. dItInid,. of lIiI fill pnlpIftJ Ihet II tilt luIIfect 01 thla report It
S 150000 ..01 07/31/2008 . which It the dill of ku.ctIan ifill thellltctln dill 01 thII-nUL
freddie Mac Form 70 March 2005 Page 2 of 8 FlIf1n1e Mae Form 1004 March 2005
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ActuII AlII
CondIon
AbcIYI GrIde
Roam Caunt
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Rooms Below Glade
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+8 000
+1 000
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fonn tllll4.(AC) - "WInTOTALa appraisal.... by ala mode. Inc. -1.800-AlAMOOE
IFile No Sll VERSPRING5951 Paae #91
FIIe'SILVERSPRING595
C_ARAIIlE SALE # 6
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IFiIe No SILVERSPRING5911 Pane #21
SUMMARY OF SALIENT FEATURES
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SubIIcl Adlhts 591 SilVER SPRING ROAD
LepI~ DEED BOOK 00253, PAGE 00012
cay MECHANICSBURG
CaunIy CUMBERLAND
Stall PA
ZIp Code 17050
Census TIId 0118.02
MIp ReIennct HBG ADC 31161J-2
5* PIle, I N/A
DIll of SIIe N/A
1lomIwer/Cllllll N1A
Lender JOHN EAKIN-ATTORNEY AT LAW
SIze (SquIre Feel) . 1,312
PItce per SquIre Foal I
lacIIIon AVG-BUSY RD
Age 50 YEARS
-
CondlIIon AVERAGE
ToIII Rooms 5
Bedrooms 3
8dls 1
ApprMr ROBERT K. BANZHOFF
IJaIe of ApprMsed V... 07/3112006
ftnII EdnI* of V.... 11.....000
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.. iii IWMIIIY IIIIIIIlsII fIIIOl1ls \0 Drovlde .. IenderJclent wiIh an ICe., .nd ...1eIY StIIlPOfled. 0DInl0n ollhl marklll YlIIue ol.. subIed Ilfoperty.
591 SILVER SPRING ROAD Cily MECHANICSBURG Stale PA Z1DCodI 17050
,0\ ' NI~ OWner ol PubIc RecoId WALTERS WOODROW W. CounIv CUMBERlAND
ii:Man~ED BOOK 00253 PAGE 00012
I PIraI' 38-19-1608-038 Tax Vear 2006 R.E. Taxes S 1406.06
haad NImI SILVER SPRING TOWNSHIP Map Relerenc. HBG ADC 31161J-2 Census Tract 0118.02
T 0wnIr -. Tenanl r 1 VICIIll Soeclal Assessmenls S 0.00 rl PUD HOA S N/A f1 oer vear rl oer monI1
15<1 Fee SlmDIt rl Leasehold r-l 01her ldescrlbel
Ta T Purchase Transacllon rl Refinance TranSlction r81 0Ihef (describe) ESTIMATE OF MARKET VALUE
. JOHN EAKlN-ATTORNEY AT LAW Adchss MARKET SQUARE BUILDING MECHANICSBURG PA 17055
Ill.. oilseed tar salt or has. been olIered lor sale In lie IweIvt months D110r 10 lie e"ecUve dale oIlI1Is lPDlaisal? r 1 Ves 00 No
... ICllICtlsl us." ........ ......lsI. and dalelsl. LOCAL MLS
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I 0 eN 0 lid nul an.lylllhl contr.c1lor sale lor Ihe subject purchase transaction. E_1hI results ollhe analysis olthe contrlCt lor s.1e or why the analysis was no!
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Connct Pric. $ NlA Dati ol ContrICt NlA Is the -nilllleltv seier the owner 01 public recOld? [1 Ves rl No Oal. Sourcelsl N1A
Is "'111'/ llnanclal assistance (loan charges. sale concessions, gill or downp.ymenl.sststanc., etc.) \0 be paid by any par1y OIl beha. olthe borrower? 0 Ves 0 No
IVas.1tDOft Ilelolal doIar amount and descrllt "'terns \0 be D.Id. N1A
MIll: JlIct IIld the _III COlIlDOInIan 01 III 1ft noi __.IIIICtor1,
i'., ;..tOWUnllHiiiiiIli T....Ql ib-rr;'m~ .t.l.ane-uilIIHouIIM~.Ifd,**"Iiind"""~
I.OCIIIon tMtan -~ SuIubIn [ ] Rurll I Proaectv V.s I5<Ilncftaslna StaIJIe Dec.... PRICE AGE One-IN 70 1
I ~ 15(1 Over 751 rl 25-751 r 1 thIec 2511 DtmanlWIIIIIIIv r 1 ShDrtaae ~ In Balance Over Sulllllv S mool Tviif 2-4 UnII 5 1
GrowIl r Rliiiif fXI SIabIe f 1 Slow I Marketlna Time 15<1 Under 3 mths 3-6 mths Over 8 mths 100 Low 0 Mull-FamIIy 5 1
IlacmdarIu See ettached eddenda. 450+ HkiI 100+ Commercial 5 1
175 Pfed. 40 0IIler 15 "
otKiiiiiiiiiI This suburban nelohborhood has mosl nubile utilities avallablli relaUvelv easv access to mnolovment and services and Is
with olhef nelohbofhooda In the -neral area. Most have similar amanltla-. No unlavorable faetonl were observed which would
e"ed mtIrketabllltv. ~
MarbI CanrIIans lor the above concluslonsl There are no foreseeable ecor1omIc trends which mloht llInnlficanHv Innuence mtIrket
condItIona In this area. The cwrent ~ market offers a wide vlll'ietv of conventkmalloans with cornoetltlve ratal. As a result. thetilmlS of
have little If anv Irnnat!t on sales Drices. If Interelt rates remain realohable, Drooertv Valuel and marketabltitV should be .tllble.
DimInItanI SEE LEGAl DESCRIPTION Area 0.90 ACRES ShaDe RECTANGULAR VIew AVERAGE
I... -""-. ~--'- CIassIIIcaIIon RESIDENTIAL ZooIno OesCrkiiil SINGLE FAMILY RESIDENTIAL
../XI baa! flleaal NDnconlonnlna IGrandlal1ered Usel r 1 No Zorn n leaalldescrlbe
II.. Nahal IIld best... ol s . .-. as lmDroved lor IS DrOIlOSed IMIr oIans and SlMlCllca\lons) the Dresen! use? ~ Ves rT No I No. describe
UIIIIIIeI NIIIo 0IIlIr Idllcrllel I'uIIIIo 01'* ldelcrlbtl OII-.Ite 1mDr0000000000e - TIDI
EIlalcIv 15<1 11. Water r 1 WELL Street ASPHAlT
Gal fl rl NONE SanllarY Sewer r 1 SEPTIC Alev NONE
FEMASDIctai Flood Hazard Are. rl Ves fXI No FEMA Flood Zn C FEMA MaD I 4203700020C
Are III ....1IllI ott.... allor the mIIbt area? fXI VIS rl No I No describe
Are'" lIlY adverse ale ~ or Dtemallactors leasemenls. encroachmenls enWonmlntal cordllons. land uses elc.l? n Ves!XI No . Ves describe
There are no -rent adverte environmental mndItions observed UDon Inlnectlon of the ImDrovemenlt the lite or in the immediate vIcinItv of the
. rtv. There are no lIDDIIrent adverse easement encroachments or other adverse conditions on thlllslte.
INII5<1 One ~One wIh ~ IN ~ ~ Slab r 1 CIIYIi Soace ::.. ~aIIs CO~~~CK/~ Floors WOOOMNYUA~'
.. StorIes 1 15<1 FuI Baseme" r 1 Par1IaI Basement Exterior Walls ' BRICK/AVG W. PLASTER/AVG
TYDIlI5<IOll rl Alt. r1 s-OelbdlN BasementArea 1312 mil. Roof Surface : SHINGLES/AVG TmvAnlsh WOOD/AVG
I FIIIdnn r 1 Pmno!I1Id r 1 Under ConII. Ilasecnent finish 0 1 Gutters & Downsoouts MET AUA VG Bath Floor V1NYUA va
OIslorllStvtal 1 STORY 1 Outside EnlrYlExIt r1 SIIIM Punm WIndow TYDIlI DBL HUNG/AVO Bath Wainscot CT/AVG
Vear BuI 1956 Evidence 01 n InIeslallon Storm SaslVklSul.ted YESlNO/A VG Car 5toraaI I I None
EtIIctlve AIM! NrSl 20 1 DamIIIIllss r 1 SeIlIement Screens I YES/A VG IS<I. Drlvewav I ol Cars 2
AllIe None Heallna 1 I fWA I/XI HWBB If T RadIant AmenlIIes I Woodstove/sl I Orlvewav Surface STONE
I Draa StaIr Slais 1 Other I Fuel OIL 00 FIr.Dlacelsl I 1 Fence 1 Garaae , ol Cars
FIoar 'X Scutle AloIna r1 Central NI ~ 1 P.lb'Oeck Pon:h 1 Caroort I ol Cars
FlnIshtd Healed 1 individual n Other 1 Pool 0UIec 1'5<1 All 0 Del. [J BuII.1n
. I I MII_IIIII r 1 DIshwasher r1 D1SDOS11 fl MIcrowave 1 WasherlOMr rl Other ldescrlbe!
FInW1td ....bM cndt coram; 5 Rooms 3 8edrooms 1 8.thl.l 1 312 ScIIare Feet ol Gross L.Ivtno Area Above 6rade
AdcIIonaIleatuns etflcIe..1lems etc.l. Delached ...r- with no drlvewav.
PabIIo ""'.
15<1 r1
n f1
FEMA uao Date 3/3/1992
0Iscr1111l1 CCJlldIIIan ol... needed rellllrs detertor.llon renovations remodelna. etc.\.
I Malon llnd rellect ave~ maintenance.
These Imnrovementl are of averlllJe aualltv frame
ke!here - ....-.... dellclencles or adverse condlllons Ill.. a"ect 1hl1vabl11v. soundnese, or .tructurallnlearltv of Ihe orooertv?
No !lhvslcal dellclencies or adverse conditions were observed.
I 1 Ves IS<I No . Yes, descrlle
Does III conlorm to '" uncllonal uIilIIv, sMe, conclllon use. cOflllrucllon. etc.l? fXI Ves r 1 No . No descrlJe
No unuaual funcIIonaI obsaIescence or externallnlOdAnuacles wer- observed. Utllltv of IIoor oIan Is IvDIcaI for a house of IhIs - and atvIe and
should receive avera- ............tance In the mar!(el Dlace.
ffeddle Mac Form 70 March 2005
Page 1 018
Fannie Mae Form 1004 March 2005
Form 1004 - 'WIIlTOTAL"eppralsal soltware by ala mojIe.lnc. -l-IlOO-ALAMOOE
I
IHIe No SIlVERSPAING5911 Paae #41
1
Uniform Residential ADDralsal ReDort Fllel SIlVERSPRING591
3 COIl1IlIrIbIe .~ oIIend lor .. h lie subIect IIIIllIiII in Drice from $ 155 900 loS 159 900
i 3 clllllllrlble AIn h lie wIlhh lie IIISI twelve months iInaIna h saleDilCe Irom $ 139 900 10 S 156 001
fEATmE I SllUCT COMPARAIllE SALE 1 1 COMPARABLE SALE 1 2 COMPARABlE SALE 1 3
.. 591 SilVER SPRING ROAD 211 WOODS DRIVE 433 HOGESTOWN ROAD 27 HOGESTOWN ROAD
~ MECHANICSBURG PA 17050 MECHANICS BURG- PA 17050 MECHANICS BURG PA 17050 MECHANICSBURG PA 17050
III SubIecI 1. 5 W ~ It AA ml",
S. PIIet IS NlA S 139 150 000 ' $ 156 001
ilia PrIcIIGrou Uv. Ar.. 1.ltS '113.93 sa.l S 108.53 10.11. . $ 114.71 Id.
DIlIlleuRell) ASMT RECORIlSIMLS ASMT RECORDSlMLS ASMT RECORDSlMlS
Saun:ell)
. VAllE ADJUSTMENTS DESCRFOOH DESCRFTION + I.) S AdiJstmenl DESCRfTlON + /.1 $ AIiIslmenl DESCRfTlON + (.) S AdiJslmenl
~. "'Of~ ',; " VA CONY CONY
~',,":":\"': NONEKNOWN NONE KNOWN NONE KNOWN
OIls III WsrnnI' 05-12-0615 06-09-081115 08-12..0516 +7800
'. " Avo-BUSY RD AVERAGE -2 500 AVG-BUSY RD ~VG-BUSY RD
.... FI;E SIMPlE FEE SIMPLE FEE SIMPLE FEE SIMPLE
;l"'.'.o 0.90 ACRES 0.52 ACRES +1 500 1.04 ACRES 0.29 ACRES +3.000
. ,-t;(,l: ' AVERAGE AVERAGE AVERAGE AVERAGF
...... 1 STORY 1 STORY 1 STORY 1 STORY
rill AVGI8RICK AVGlBRICK AVGlVINYL AVGlBRKMN
rt I_r':: 50 YEARS 51 YEARS 61 YEARS 48 YEARS
Ian "" AVERAGE BTR AVE RAG -10000 BTR AVERAG .10.000 BTR AVERAG -10000
Mc1116rIdI : TaIIIl........!.. T 01111 Bems.! Baths ToIall8ctmsTIIlhI TaIII BtmI.lI.
Ruom Coanl 5 I 3 I 1 5 I 3 I 1 6 I 3 1 6 I 3 I 1
6roSI LIvhI Ar.. 1 312 SQ.ft. 1 228 SQ,ft. 1 408 sll.lI. 1 360 SQ.1l
- ~ &.nenl & fHshed FULL BMST FULL BMST EX -1,500 FULL BSMT FULL BSMT
- "; 1IaomI8eIow Glade UNFINISHED UNFINISHED UNFINISHED FAMIOENIPDR -10000
fln:IanIIlJ8y AVERAGE AVERAGE AVERAGE AVERAGE
OllHT/NOCA OHWBBICA -3 000 OFI-WCA .3 000 GFI-WCA -3 000
&=ElIIcIenIlems TYP FOR AREA TYP FOR AREA TYP FOR AREA TYP FOR AREA
2CGARlATTA 1 CARPORT +4 500 2CGARlDETA 1 CARPORT +4 500
~k DETACH GAR LG SHED +2 000 NONE +4 000 NONE +4 000
1 FIREPLACE NONE +3 000 NONE +3 000 NONE +3 000
NONE PATIO -2 500 NONE DECK .2 500
N NE NONE NONE NONE
Net Atblmenl IT oIaI) fJ + 15<1. S -8 500 r1 t -I}(f- $ .8,000 r + 15<1. $ .3 200
Adjusted S. PrIce Net Adj. 8.1 , Nt. MI. 4.0 , Hel MI, 2.1'
III CanlJarables . Gross Ad!. 21.8 , S 131400 Gloss AlII. 13.3 , S 144 000 Gross AcI. 30.8 , S 152801
I IX) lid L J lid nalrueuch lie sale or _1llS1tf h1s1orY III \he au IIId COIlIIUable Sllel. . not. nnIakt
My resellCh 0 did [81 lid naI revell any prior SIIeS or ~anslelS 0I1he s lor !he IIvee v... orIor to Ihe effective dale IlIlhIs _lIsal.
DaII Sourcelsl LOCAL ONUNE COUNTY ASSESSMENT RECORDS
Mv ruelfch 15<1 lid n lid nall1vell IIlV Ilfior IlleS or ~lIIlSlers III lie -able ....s for \he velf Drior III Ihe dale 01 .... III lie COIIlDIfable SlIe.
DaII Saun:ela) LOCAL ONliNE COUNTY ASSESSMENT RECORDS
~1Ie resub IlIIhe IIS11fch and analvsIs of 111 Prior SIIe or lIenslll htslorY IlIIhe s and co lIDIfable sales /reoort additional orla sales on IlIIII 3).
ITEM SIII,JECT.. COMPARABlE SALE '1 COMPARABlE SALE 12 COMPAIWllE SALE 13
Date 01 PrIar SalelTransfll 08-05-2002' NONE KNOWN TO EXIST 09-21-05 , BANK SALE NONE KNOWN TO EXIST
PrIce III PrIar SalelTIIIISItf 1.00 FOR PAST 38 MONTHS 1.00 FOR PAST 36 MONTHS
DaII Sourcels) CNTY RCRDSIOEED CNTY RCRDS ONLINE CNTY RCRDS ONLINE CNTY RCRDS ONLINE
Elfecflve DaIt III Data Source/sl 08-04-2006 08-04-2006 08-04-2006 08-04-2006
AnIIYsIs III Driar .... or Unaltf "lorY of \he and comoarabft s_ There were no unuaual characterl.tIcs observed In the orlor ulea hlatOrY
of the .ubled orooertv or COI1lIlareble aalea.
~ III ~s Camllarlson AIloroach AU three aalea are con.ldered to be reliable Indicator. of v81ue and are ........hted Ilmilarlv In the fin8'
reconclII8Uon. Inaufflclent..... In ctoae Droxlrnltv 10 the .......... ..........rtv r80uIra the lIOOI'aller 10 extend .earch. oarametere. Aonmorlale
adIU1tmenll have been made for all dlfferance.. ..... used are aft cIoled lalel. Time lIdIu.tme;;!; are b8nd on local mil ltall.11cs
Locallon adIuItment due to a more de.lr8b1e aubdlYlllon. A11lhree comoarable .ale. are located In the .8me market area lownshlo 8nd school
d1s1ric1 .. the .ubItIcl orooertv and would be con.ldered bv the lime urchuer If aU were on the market al the l&me lime as the
lIUbIecl
hIIcatId V" bv 5*t oach $ 144 000
InlIcaIId V.... br: ... h$ 144 000 Cost AIIProIch lit dmfoeed) S NlA Income AIIDroIch . NlA
See attached addenda. I
I i
I
TNs ..1111 made [81 "n Is", 0 subjeclto complellon per plans and speclllcallons on \he basis of I hypoIhelIcal condition that Ihe ImprovemenlJ haw been
competed. 0 SlIIJIIct to III laIIoM1g repairs or aIIerallons on !he basis of I hypoIheIIcal condlllon that \he repairs or dilations have been compIetId, or 0 lubject III lie
I /nsIllC\Ion based on III ixtraordnarv Issumallon 1111 the concl\lon or dellclencv does' naI reaurr. ......atIon or ,..r,
I
land 011 . CCI!"fIIItI vtsllll == of the Interior Ind exterior Iftll of the I~ dlltnId ICope of r:\:1IttmInI of III~ IIICIIIInIIIng
condIlIOllI, IllcI ipprI/Ilf'l , my (_) opinion of lilt milk" VlIue, II , of flit property thIt II I" of thtI report II
. 144ooo..ol 07l31f2006 which II the dlle of inaaecUon.nd the efttctlvt date of thtI-luL
freddie Mac Form 70 March 2005
Page 2 016
Fannie Mae Form 1004 March 2005
Form 1004 - "W\nTOTALo appraisal software by all mode,lnc. -l-800-AlAMOOE
-.. "'-""'UlJt
~.
~!
~'
SUMMARY OF SALIENT FEATURES
IFile No OWlRO.LOTI Pane #21
SUbject Adlkess OWL ROAD
legal~ DEED BOOK 00252 PAGE 00010
CIty NEWVILLE
CGunIy CUMBERLAND
StIle PA
~CodI 17241
Census Tract 0130.00
Map Refnlcl 43-04-0311.007
S. PIlce $ N/A
0111 ..5* NlA
IlonuwIrJClenl OWNER: WALTERS,WooDROW'
ltndlr JOHN EAKIN-ATTORNEY AT LAW
SIze (SqIIn Feel)
PIlce per Sql/IlI Foat $
lOClllon AVERAGE
Ave
ConrIIan
TaIII Rooms
Bedrooms
Ballls
ApprM ROBERTK. BANZHOFF
011I ""III V" 8.11
fInII EaImN .. Value
$ 11,000
Farm SSG - "WInlOTAl.' ....1CIIInI by ala .Inc, -1-8l1l1-ALAMlU
1
LAND APPRAISAL REPORT
CIIlSIII Too 0130.00
No. OWlRD-lOT
Map Refn1ce 43.oc.o31t-007
R: WAlT WOODROW
OWl ROAD
llE
DEED BOOK 00252 PAGE 00010
f'llc. $ MIA 0IlII 0/ s-. MIA Loan Tetm~ yr.. PropeI1y RlghIs Apprlistd C8l Fee
RuI EsIIle T.... $ 400 EST (yr) Loan cllIfgn to be pilei by.. S _Olher ... concessions NONE
enderlClelt JOHN EAKJN-ATTORNEY AT LAW Address MARKET SQUARE BUILDING MECHANICSB RG PA.1705
Occupant NlA ApprIIser ROBERT K. BANZHOFF Inslrucllons 10 Appmer STIMA TE MARKET V. UE
County CUMBERLAND
S,* PA
ZIp Code 17241
lOCllioft ~ Rural
M~ O~M O~M
Gtowlh Rate 0 Fair fJIoI. 0 RIpId 0 Slow
f'Ioperty V..... I8J Incnulng 0 Decting
~ 0 SlloItage 0 0ftmIppIy
MIIbIIng h I8IIbler 3 Mos. 0 4-6 Mos. 0 0vIJ I Mos.
~ I.Ind u.. .....!!J t FImIJ -212... f"'" -2' Apts. -0' Condo --'to ConlmwdII
i Ot. ...., In VlClnl Ot.
CMngeInPrlsentlJndUse 0 Notlllcely -0 lItely (0) 18'1 TMJnoI'lacl (0)
~JfllIII VACANT To SINGLE FAMILY
I'Iedomklanl Occupancr 181 Owner 0 Tenant --L" Vacllll
_Famlyf'llceRlnge . 110 IoS 350 PredomlnanlValueS 140
SIngle FamIy Age ~ yr.. 10 100+ yrs. Predomlnlnl Age 20 yrs.
Emp!armenl StabIIy
ColMnIenee 10 EmpIoymenl
COII'fbnce to ShoIJI*lg
~ 10 SclIoalI
AdequICY 0/ PubIc TIDplIItafIan
RICItIlIonII FIdIIIet
Adequacr 0/ ...
Propertr CompaMlr
i Prolecllon !rom DeIrtmentlII CancIIons
Police and fire ProteeIIon
General Appearance 0/ Propll1les
Appeal 10 Mllkel
Good AYlI. FIIr Poor
018100
018100
018100
018100
018100
OI8l~O
B~ti8
018100
018100
018100
018100
ColM1enIs including IhosI fllCloll, fmnbIe or unflVOfable, alflCli1g marklllbllly (e.g. public parks, school., WlW, noise): This rural nef hborhood has aye,.
haracte....b and .. bounded In an dfrwc:tJons the U r Frankford Town.hl Une.
DImenIIons SEE LEGAl 28.83 Sq. Ft. or Acres Comer Lot
lorilg dasdlcdall AGRICUlTURE Pre. mprovemenlJ 18I do 0 do not conform 10 lllfIing regulations
tlWlISt IIld ""'... 181 PrIsent IISI
PuIIIc ... (Dnl:IIle)
EIec. 181
&at 0 NONE
WItIr 8 NONE
SIR. Sew NONE
o ~EIecL &T1l. SIdewall ShIt ....."""'" l8IHoOYft
ClInMIIII (fMnIlII............ "'I1IJPUlI.... ........ _llICIlmInlI. .... ..... .
n. ......... ... .... ... IICInl ... 0/ ........ ... JlmIIf IIId ,......... III IllIJject ... IlN ~ .... In .. .... ...... n. dIsaIpIIIIlndu*I . ...
~ ,..... .... rIdII .. ... ..... 0/ ..... Mb ..... .. IllIJject at ...... pIllIIIIfn. . . ..... 11Im In III cempnMt flIIlIlIIIJ II ....
.. . ... IMnIIIa .. .. ~ """'. . ... H ..... II llIIlIr .... l'Ilfudnt .. ....... ..... 0/ IllIIIIcI; . . ....... IIIIIl In .. ....... .. .... 10 . ....
fMflllllIllllIll........"...... (+) ....".1I1ll1de......... III...... YIIue 0/ IIIIUbject.
ITBI
Adlhu OWL ROAD
HEWVI
tl
~~'
. .
INSPECTION
MIA
AVERAGE
21.13 AC
CABIN
11.23-ost4
AVERAGE
30 ACRES
CABIN
1.2-ot131
AVERAGE
.3 toO 23.13 ACRES
NONE
".ZUII13
AVERAGE
+3100 21.1' ACRES
+8 000 HONE
.8000
HONE
fi~
000
....v..
llf SUbJect
CanI1lnI... .... 0IlI:
, i
CcInIMnII_..... at ~ THE Al'P
W
i;
Ii
I!
r.
1 !
,: ~ .,'
...\\ It''.:t ,";.. '
u:r",.'/""
~.Jf\'..'
." ...... . . '. .
. ..", ,
1-1' 20~ lobeS
o DId 0 DId * PIlyUcIly Npect f'rapIfIr
RevIew
CdaI Ptnn AIlIDs*, Inc. (1t 1) 737-4l1OO
fGIm lHD - 'WInTOTAL' ............., . III1lllde.Inc. -1.aoo.Al.AMOOE
- ,--------... .. ."... . ..,.. ....
I
"
r
!
i
i
· Land : Market Data ,
An three sales are considered 10 be reliable Indicators of value, and are weighted similarly In the fina' reconciliation.
'nsufflclent sales In close proximity 10 the subject properly require the appraiser to extend search parameters. In this market
area and price range It Is not unusual to go a further distance for comparables. In order to find comparables salel It wal
necessllf)' to use leis recent 8ales. :
x--'
"",
Supplemental Addendum.
OWNER: WALTERS WOODROW
Mhss OWL ROAD
NEWVILLE C CUMBERLAND
JOHN EAKIN.ATTORNEY AT LAW
Ftnn TADD - "WInTOTN,." ....... .... bf III mode,lnc. -1-11JO.AI.AMODE
"..."......
I
Ifile No oWl/m.wl! Paoe #1>1
file No. OWLRD-lOT
Slale PA Code 17241
, ,.:;. .:; ':-", ' :,"'i,.'~ ~ '. . t, '
".iAr''';;l~''
W'_:~~~~:_I' '
REV-1503 EX + (6-98)
.
SCHEDULE B
SrOCKS & 'BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Walters Woodrow W
FILE NUMBER
21 ()6
AI property jolntly~ with right of survivorship must be dllcloHd on Schedule F.
0542
DESCRIPTION
ITEM
NUMBER
1.
U.s. Series E. Bonds, See attached
VALUE AT DATE
OF DEATH
9,140.58
TOTAl. (Also enter 011 Hoe 2, Recapitulation) $
(If I11Or8 space Is needed. Insert additional sheets of 1he same size)
9 140.58
ISSUE SERIES DENOM ISSUE INTEREST VALUE INT. NEXT FINAL
DATE PRICE .PRICE w RATE ACCRUAL MATURITY
08/1978 E 50 37.50 156.26 193.76 4.00% 0812006 0812008
09/1978 E 50 37.50 156,26 193.76 4.00% 0912006 0912008
\ 10/1978 E 50 37.50 156i26 193.76 4.00% 1012006 1012008
11/1978 E 50 37.50 158" 0 195.60 4.000At 1112006 1112008
12/1978 E 50 37.50 158;62 196.12 4.00% 1212006 1212008
01/1979 E 50 37.50 154;80 192.30 4.00% 0712006 0112009
03/1979 E 50 37.50 154,80 192.30 4.00% 0912006 0312009
03/1979 E 50 37.50 154,80 192.30 4.00% 0912006 0312009
04/1979 E 50 37.50 154.80 192.30 4.00% 10/2006 0412009
05/1979 E 50 37.50 156.66 194.16 4.00% 1 112006 0512009
06/1979 E 50 37.50 157.12 194.62 4.00% 12/2006 06/2009
07/1979 E 50 37.50 153.30 190.80 4.00% 0712006 0712009
10/1979 E 50 37.50 153.30 190.80 4.00% 10/2006 1012009
11/1979 E 50 37.50 155.10 192.60 4.000At 1112006 1112009
J 2/1979 E 50 37.50 155.10 192.60 4.000At 1212006 1212009
01/1980 E 50 37.50 151.34 188.84 4.00% 0712006 0112010
02/1980 EE 50 25.00 I 16.46 141.46 4.00% 0812006 0212010
Viewing Bonds 1-41
2
.:::.., .
.='P
...
REV-1508 EX + (6-98)
*
SCHEDULE I!
CASH, BANK DEPOSITS, & MISC.
PERSONAi..PROPERTY
COfMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Walters Woodrow W
ITEM
NUMBER
1.
2.
3
4
5
6
7
8
9
10
11
12
13
14
15-
FilE NUMBER
21 06
Include the proceeds of litigation and the date the proceeds were received by the estate.
AU property jo~ willi right of survivorship mutt be dlscloHd on Sc:heduIe F.
DESCRIPTION
Vartan National BAnk, CD 3011626, dated 11/17/03, matures 8/17/06, interest 3.3%,
paid semi-annually, see attached
0542
VALUE AT DATE
OF DEATH
27,396.90
26,685.33
102,867.71
69,088.52
56,185.83
78,993.21
17,001.58
164,124.65
31,992:83
43,028.27
55,080.00
1,500.00
608.48
1,482.94
1,690.50
Vartan National BAnk, CD 3011697, dated 7/26/04, mature1126/07, interes 3.5%
paid semi-annuyally, see attached
Allianz Life Insurance Compnay Policy # 2748192, see attached
Allianz Life Insurac Company Policy #2932184, see attached
I
I
AIlianz Life Insurance Co~pnay Policy #6192941, re attached
I
i
Metropolitan Life Insuran~ Compnay, CXlntract M5p03902, see attached
I ., i
I
I
Metropolitan Life Insuran~ Compnay, contract M~00286, see attached
Allstate Life Insurance Compnay, contract GA077013, see attached
Conseco Insurance Compnj1Y, Annuity Contract EAOO0279, see attached
PNC Bank Account 51-4006-6864, see attached
Cash
Pontiac Automobile, sale price reported
sale of scrap metal
Proceeds of auction of personal property
Miscellaneous coins, appraisal value
.
I
,
i TOT At (Also enter on line 5, Recapitulation) $
(If more space Is ~.Insert ~ sheets of the same size)
i
677.726.75
vartan national bank
the region.s premier business bank
August 4, 2006
John M. Eakin
Attorney at Law
Market Square Building
Mechanicsburg, PA 17055
RE: Woodrow Walters
3011626
3011697
Attorney Eakin,
The following would be the date of death, June 11 2006, values on
the two certificates of deposits:
ba-lance
accrued interest
total value
3011626
27,332.58
64.32
27,396.90
3011697
26,339.32
346.01
26,685.33
If we can be further. assistance to you let us know.
Sincerely,
o~,rl~ "--
Ann Mccorkle
Vartan National Bank
3601 Vartan Way
Harrisburg, PA 17110
. i
3601 Vartan Way · Harrisburg, PA 17110 · Tel 717.657.7727 . Fax 717.657.7748 · www.vartanbank.com
Allianz Ufe Insurance Company of North America
PO Box 59060
Minneapolis. MN 55459-0060
800/950-1962
Allianz @)
October 5, 2006
ESTATE OF WOODROW W WALTERS
c/o JOHN M EAKIN, ATTORNEY AT LAW
MARKET SQUARE BUILDING
MECHANICSBURG PA 17055
Re: Woodrow W Walters, deceased ,
Annuity Policy Numbers: 2746192 i 2932164
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Dear Mr Eakin: . I
This letter is in reference to your request for the date of death value on the
above policies.
Please be advised that the cash surrender value as of June 11, 2006 for policy
#2748192 was $102,867.71.
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Please be advised ,.that the cash surrender value as of June 11, 2006 for pOlicy
#2932184 was $69,088.52.' I
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Both of these policies have now been a~nuitized to Alan V Walters.
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Should you have any questions, please feel free to contact our office. Thank
you.
Sincerely,
.~.~
Barbara LaBorde
Claim Examiner
C: Carl Snyder' #16387
Allianz life Insurance Company of North America
PO Box 59060
Minneapolis, MN 55459-0060
800/950-1962
November 1, 2006
ESTATE OF WOODROW WALTERS
C/O JOHN EAKIN, ATTORNEY
MARKET SQUARE BLDG
MECHANICSBURG PA 17055
Re: Woodrow Walters, deceased
Annuity Policy Number 6192941
Dear Executor:
Allianz (ill)
This letter Is in reference to your request for the date of death value on the
above policy.
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Please be advised that the c,ash surrende~vaiue as of June 11.2006 was
$56,185.83.' I
Should you have any ~uesti()ns. please fell free to contact our office. Thank
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you. I
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Sincerely,
Cindy Drawert
Claim Examiner
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SCOIT A.1ll0M.1'$ON, CLU
1720 MILLER ROAD
r.O. BO~ 511
DAUPHIN, PI\. 1101'
't7-921-&J67:.r '.?"'..Jl" (rrJl)
rJi~~11~:r~ '1~;t![ri:;:'...:.'r~~iriI:
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facsimile transmittal
To: JOHN E1KEN, ESQ.
Fp.:
,.,-'91-3281
From: SCOTT A. TltOMPSON, CLU
0..:
811111006
Re: WOODROW WALtERS
Paga:
tb:
cc: ALAN Vi ALTERS
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o PIMM ~..,1eI1t [] PIeMe RepIr
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Lilted below .re va'u. of w~ro1lV Wllten two 'eatloD co~tractl oa date of
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t. M580390:1 ~8,"3.2.
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2. M5Iocn86 5,7,001.51
1....-o1IIIachId ~ income fJ8YOUIaiofthe ""'..........1bcM. Iliad rccommeMded to
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AI that be ..Igbt wlnt to take the larger coatraet over a payout period .ad lump ..... Ibe
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payollt or tile .maller eootrad. I advlled ~I" to eootad )'ou ba ~II reaanl. II YO. blve tbe
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totllliaaacill plet.u'c of autts aDd taIa. 'If yO" ..ve a.y qundoD' or JleecI a., fbrtber
aulltun, pleue feel free to cootaet me. Tbe bett wa, to rdeb me II tbrolll" ., cell pboae.
n..k you, Scott A. Tbomp,oD, CLU
. . . . . . . . . . . . . . . . . . .
~ t::"~~__aa.CLl1a'~L Tru~_
PAGE: 1
FROM : PNC INVESTMENTS
rFO~ ~. :717-691-4051
9/1/2008 5:24 PAOE 002/002
Aug. 02 2006 02:03PM P2
Fa~~ Server
-
Allstate Life Insurance Company
S44 Lakeview PArkway
VeOlon Hills, IL 60061
Telephone: (871) 499-(,418
Facsimile: (866) 635--452:l
~AII8f8t8.
FINANCIAL
August 1, 2006
Chuck Little
PNC InvesbnentA
2 East Main St.
Mechaniabllrg. P A 17()5S-:~RS I
Re: Woodrow W. WaJters
Contract No: OA077013
','.,
Dear Mr. Little:
We hove bCm requested to complete lRS Fonn 712 with regard to the above rllfereoced contract. The
purpose of FOIll1 712 is to provide an estate or donor with the value of 8 life JDSurance conlrac' or its
proceed.. .." of a certain dafe (usually the owner's date ot death Of date oftransCc.,. uJ'(he contract).
Thilt contrAct iR an annuilY '~ntract, which is not Iq)Ortable on IRS Fonn 712. The following infonlUltion is
provided for Ulfate purposes 001)' as of the date specified:
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-The actu.l.mount paid may differ due to MArkel V~lue Adjustment. IIldlor amy applicable Surrender
Charges. I
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lf)'Ou hllw ..ny quations, pleese contact our Customet Can: Unit It 1-817-499,,(>>4 t g,
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Date of Death:
AwlUit)' Value.u ofDateofDeaIb:
Cost 8lsis:
Named Beneficiary:
June 11, 2006
S 164, J 24.65
$ 99,012.57
Alan V. WahaB
Sincerely,
Valarie Melton
Sr. Claim Ex.amiuer
PAGE: 2
CONSECO INSURANCE COMPANY
Annuity Claims Department I2Q
11815 N Pennsylvania Street
P.O. BOX 1981
CARMEL IN 46081-1981
866-588-1155
Alan Wallers
41 Presbyterian Drive
Mechanicsburg, P A 17050
Company:
Insured:
Policy Number:
Conseco Insurance Company
Woodrow W Waiters
EA000279
Dear Mr. Walters:
~.
CONSECO.
Step up.-
September 18, 2006
Your claim on the above mentioned contract has been approved and processed. The benefits
have been calculated as follows:
Face Amount
.. Interest @ 2.25% for 103 days:
From 6/11/06 to 9/22/06
Gross Amount:
Cost Basis:
Taxable Amount:
1 00/0 Federal~,Witbholding
Total Net Proceeds
$ 31,992.83
S 203.13
S 32,195.96
$ 28,037.34
$ 4,158.62
$ 415.86
$ 31,780.10
The total net proceeds in the amount of $31,780.10 have been credited to your new
BENEFITNOW ACCOUNT. Within the next 7-10 days, you will receive a packet which will
contain your Confirmation Certificate of Deposit, your personalized checkbook used for
withdrawing from your BENEFITNOW ACCOUNT and additional infonnation about the
BENEFITNOW ACCOUNT features.
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A Form 1099 will be sent at year-end advising rf any taxable amount of proceeds, which in this
case is $4,158.62. I
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If you have any questions after your BENEFIT NOW ACCOUNT packet arrives, please contact
BISYS at 1-800-331-4631, for assistance. I ..
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Sincerely,
([)ia1le Smitli
Claims Adjuster.
REV-1511 EX + (12-99)
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHI!DULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
Walters Woodrow W
ITEM
NUMBER
A.
1.
2.
3.
4.
5.
6.
7.
8.
9.
B.
1.
2.
3.
4.
5.
6.
7.
8
9
10
11.
12.
13.
14
Debts of decedent must be reported on Schedule I.
DESCRIPTION
FUNERAL EXPENSES:
Myers-Hamer Funeral Home
Myers-Hamer Funeral Home -Obituary
Gingrich Memorials- grave stone
Printing Memorial Service
Royers Flowers- memorial service
Hall Rental- memorial service
B. Warner's Catering, memorial service
Silver Spring Beverage- memorial service
Limosene- memorial service
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative (s)
SocIal Securtty Number(s)IEIN Number of Personal R8pf8lI8Il~S)
:;-. 1-
Year(s) CommIssIon Paid: I
Attorney Fees John M. Eakin
Family Exemption: (If deoedents address is not !he same as claimants, attach explanation)
Claimant
She( Addfess
City
Relationship of Claimant to Decedent
State
Probate Fees Letters Testamentary
Aooountanra Fees
Tax RetIm PnIp8r8I'a Fees
Cumberland Law Journal, estate notice
Ryder Graphics, yard sale signs
The Sentinel, estate notice
Central Penn Appraisals, real estate appraisals (3)
Miscellaneous coins - appraisal fee
Filing Fee- Petition and tax return
Recorder of Deeds- Recording Deed
Notary
FILE NUMBER
21
06
0542
TOTAL (Also enter on tine 9, RecapItulation) $
(If more space is needed, Insert a~ilIonal sheets of the same size)
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1_ __~_L.._
ZIp
Zip
AMOUNT
2,115.00
80.00
700.00
75.00
190.80
75.00
954.00
59.13
750.00
22,500.00
820.00
75.00
82.45
151.55
975.00
50.00
30.00
42.00
10.00
29 734.92
REV-1512 EX + (6-98)
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SCHEDULE.
DEBTS Of DECEDENT,
MORTGAGE LIABILITIES & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Walters Woodrow W
FILE NUMBER
21 06
Include unrelmbursed medical expenses.
0542
ITEM
NUMBER DESCRIPTION
1. 2006 Real Estate Taxes -Silver Spring Township
2. PP&L Electric
3. Nationwide Fire Insurance
4. 2006 Real Estate Taxes - Upper Frankford Township
5. Verizon, telephone
6. Ron Powers, lawn maitenance
7. Jose Hernandez, landscape
8. Penn Waste, trash remo~al
VALUE AT DATE
OF DEATH
2,591.31
71.31
277.00
579.18
41.84
200.00
825.00
78.36
TOTAL (Also enter on line 10, Recapitulation) $
(If rnoI9 SpaaJ Is needed, Insert additional sheets of the same size)
4.664.00
llEV-1513 EX. '*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
;
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SCHEDULE J
. BENeFICIARIES
a ..
. a
w
NUMBER
I.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [lncIude outright SIlQUlI8f dlslributlons. and transfers under
Sec. 9116 (a) (1.~)J
Alan Walters
41 Presbyterian Drive
Mechanicsburg, PA
1.
FILE NUMBER
21 06
RELATIONSHIP TO DECEDENT
Do Not list Trustee(l)
Son
0542
AMOUNT OR SHARE
OF ESTATE
entire estate
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 A~ ELECTION TO TAX IS NOT BEING MADE
1. I
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)