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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE DEPT.
280601 HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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DECEDENrs NAME (LAST, FIRST, AND MIDDLE INITIAL)
Welch, Judith F.
DATE OF DEATH (MM-DD-YV) DATE OF BIRTH (MM-DD-YV)
03-08-2006 11-12-1934
(IF APPLICABLE) SURVIVING SPOUSE'S NAME
~ 1. Original Return
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frl ff t5 4. Limited Estate
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o 2. Supplemental Return
o 4a. Future interest Compromise
o 7. Decedent had Living Trust
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NAME:
Taylor P. Andrews, Esquire
FIRM NAME:
Andrews & Johnson
TELEPHONE NUMBER
717243-0123
OFFICIAL USE ONLY
FilE NUMBER
21 - 06 -
0339
COUNTY CODE
YEAR
NUMBER
SOCIAL SECURITY NUMBER
041-28-9884
THIS MUST BE FILED IN DUPLICATE
WITH THE REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 3. Remainder Return
D 5. Fed. Est. Tax Return Req'd
8. Total number of SOB's
COMPLETE MAILING ADDRESS:
Taylor P. Andrews, Esq.
Andrews & Johnson
78 W. Pomfret St.
Carlisle, P A 17013
$99,150.00
$744.24
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1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3.Closely Held Corporation, Partnership or Sole-Prop.
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Misc. Personal Prop.(Sch.E)
6. Jointly Owned Property (Schedule F)
D Separate Billing Requested
7. Inter-VIVos Transfers & Misc. Non-Propate Prop.
8. Total Gross Assets (total lines 1-7)
9. Funeral Expenses & Administration Costs (Sch H)
10. Debts of Decedent, Mortgage liabilities, & Liens
11. Total Deductions (total Jines 9& 1 0)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts
for which an election to tax has not been made (13)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amnt of Line 14 taxable at the spousal rate,
or transfers under Sec.9116(a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
$0.00
$4,939.94
$71.20
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(2)
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$93,575.96
$71.20
$0.00
$46,623.57
(8) $151,528.95
$8,158.04
$49,723.75
(11 )
(12)
$57,881.79
$93,647.16
$93,647.16
x.o_
x.045
x.12
x.15
$0.00
$4,210.92
$8.54
$0.00
$4,219.46
(15)
(16)
(17)
(18)
(19)
Decedent"s Complete ress:
STREET ADDRESS
130 W. Pomfret St
CITY STATE ZIP
Carlisle Pennsylvania 17013
.
Add
Tax Payments and Credits:
1. Tax Due
2. CreditslPayments
A. Spousal Poverty Credit
B. Prior Payments
C. Discounts
Total Credits (A+B+C)
3. InterestlPenalty if applicable
D. Interest
E. Penalty
(1)
(2)
Total InterestlPentalty (D+E) (3)
4. If Line 2 is greater than Line 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)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
$4,219.46
$0.00
$0.00
$4,219.46
$4,219.46
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:
b. retain the right to designate who shall use the property transerred or its income:
c. retain a reversionary interest: or
d. retain the promise for life of either payments or care?
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration?
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary disignation?
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IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of peIjury, I declare that I have examined this retum, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct end complete.
ADDRESS
DATE
ADDRESS
DATE /(- Z? ,..db
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;s 3% (72P.S. Sec. 9116(a)(1.1)(1)].
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. Sec. 9116(a)(1.1 )(ii)).
The stetute does not exempt a transfer to e surviving spouse from tax, end the stetutory requirements for disclosure of assets and filing a tax return are stili applicable even if the surviving spouse is the
only bene1iciary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deseesed child twenty-one years of age or younger at death to or for the use of 8 natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. Sec. 9116(a)(1.2)).
The tax rate imposed on the net velue of transfers to or for the use of the decedenfslineal beneficiaries is 4.5%, except as noted in 72 P.S. Sec. 9116(1.2) [72 P.S. Sec.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. Sec.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 edoption.
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SCHEDULE A
REAL ESTATE
ESTATE OF
FILE NUMBER
Welch, Judith F.
21-06-0339
All real estate owned solely or as a tenant in common should be reported at fair market value with is defined as the price at which property would be
exchanged between a willing buyer and a willing seller, neither being compelled to sell, both having reasonable knowledge of the relevant facts.
Property joi8t1y-ow8ed with Right of Survivonhip must be disclosed 08 Schedule F.
DESCRIPTION
ITEM
NUMBER
VALUE AT DATE
OF DEATH
1
1/2 interest as tenant in common of
Real estate at 130 W. Pomfret St., Carlisle, PA 17013
House converted to 2 apartments and 2 extra garages
Appraisal and copy of deed is attached. Full value $198,300
$99,150.00
Total (also enter on Line 1, Recap)
$99,150.00
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DEED
BE1WEEN
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'DIIS DEED made this , day oN 1992,
ALAN CURTIS STONE and R. ANNE STONE, s wife, of Carlisle, Cumberland
County, Pennsylvania, hereinafter called "GRANTORS",
LAURENCE Eo NORTONtd HELEN F. NORTON, husband and wife, of the
Borough of Carlisle, Cumberland County, Pennsylvania, an undivided one-half
interest as tenants by entirety, and JUDIm F. WELCH of the Borough of Carlisle,
Cumberland County, Pennsylvania, an undivided one-half interest, each undivided
one-half interest as to each other being tenants in common, hereinafter called
"GRANTEES":
AND
WITNESSEm:
That in consideration of One Hundred Forty Five Thousand ($145,000.00) Dollars,
in hand paid, the receipt whereof is hereby acknowledged, the Grantors do hereby grants and
conveys to the said Grantees, as aforesaid.
ALL that certain lot of ground, with the improvements thereon erected, situate in the
Third Ward of the Borough of Carlisle, Cumberland County, Pennsylvania, bounded and described
as follows: .
ON the North by West Pomfret Street; on the East by property now or formerly of
M. L. Dunkelberger; on the South by Chapel Alley and on the West by property now or formerly
of J. U. Smith; having a frontage on West Pomfret Street of 30 feet and extending 240 feet in depth
and being improved with a 2 story brick dwelling house known as No. 130 West Pomfret Street and
being the Eastern half of a double brick dwelling house.
BEING the same premises which Walter F. Wilson and Evelyn T. Wilson, his wife,
by deed dated July 9, 1990, and recorded in the Office of the Recorder of Deed in and for
Cumberland County, Pennsylvania, in Deed Book "R", Volume 34, Page 38, granted and conveyed
to Alan Curtis Stone, the Grantor herein.
AND the Grantors hereby covenant and agree that they will warrant specially the
property hereby conveyed.
eOOK~ 35 PAGE1036
FLOWER, KRAMER, MORGENTHAL & FLOWER - ATTORNEYS AT LAW
11 EAST HIGH STREET, CARLISLE, PENNSYL VANIA 17013-3016
.
IN WITNESS WHEREOF, said Grantors have hereunto set their hands and seals the
day and year first above written.
Signed, Sealed and Delivered
in the Presence of:
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COMMONWEALTII OF PENNSYLVANIA
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COUN1Y OF CUMBERLAND )
On this, the &3Ad day of ~ . 1992, before me, the undersigned officer,
personally appeared ALAN CURTIS STONE,. to me (or sati~factorily proven) to be the
person whose name is subscribed to the within mstrument, and acknowledged that he executed
same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto se~ my hand and official seal.
NOl AA'AL SEAL
MEALENE MARHEVKA. N.tary PubIIo
Carlisle. Cumberl..". C.unty, PL
My Cellu,,'..'.n Expir.. 6/7/94
COMMONWEALTII OF PENNSYLVANIA
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COUN1Y OF CUMBERLAND
On this, the Q3-1lr day 0
personally appeared R. ANNE STONE known t
whose name is subscribed to the within instrume
the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal. . ".
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N01AR\Al SEAL
MERLENE MARHEVKA. Nott.ry Public
Carlisle. Cumberland County. Pa.
My COJntn'aalon Expires 6/7194
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1992, before me, the undersigned officer,
e (or satisfactorily proven) to be the person
and acknowledged that she executed same for
6~O~ R 35 PAGE1037
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I do hereby certify that the precise residence and complete post office address of the
within named Grantees is: 1.1() uJ, /bHtITt!!/ ~~/ ~l/fJ:; ~., /70/3
Date: June I ,1992
Attorney for
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Office of the said County, in Deed Book Volume . Pagel~ !', ~".~-~'_'i ,.;J~;-v~T~ ;
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Address: 130 W. Pl:lnlht SIlreet
City: CIrIlIIe ColIIty: CumberIInd
l.egaJ Description: See MIached Deed Capr fiom DB ~ PG 1036
Iknowr. NlA
Unit No.: NlA
State: ~ Zip Code: 11013
Lender~~lient:
Adltess:
Estate c1lud1h F. Welch, An ludIh lIIerese Welch
130 W. PomI'ret St.
CIrIlIIe, PI. 11013
~1KI8y:
Cclnpllly:
Address:
Phone NlInber:
Plepnd As Of:
DouIIIIIs R. HIbmIn I G. Arttu CIIarnwi
IHt AQIncy AIlInIsII 5ervIoes
163 N. HInower StnIet
CIrIIIe, PI. 11013
C71n 2&1000 ElIt. 216
JIir 7, 2006
Fax Number: C71n 243-1718
Estimated Mnet VaJue: $ $198.300.00
IIMIIce
CcMr lIII8r
CcMr PIge with PIlCIIIo Ind ContI!nb
SIIlII ReIIdIntIIIIncame PnlpIrIf AppnIIsII Report (1025) (!JUS)
()penUng Jncome SbIIIIlMnI: (216) (8188)
~ AdcIIndum
SIjJJect Phalm
IluIIlIng SIlIlI:h
RlI!Ir1tiII Pholl:ls
~Pholl:ls
AIladled AddendI
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..... ............. 18CD.. - , ADDr..... ,.. 0700106
~ 1dhsa 130 W. PcIne. SInIIt laID .1ft-MoI". -inion Ii lie -WV8lue of lie Ul
CItv CldIIe Stall PlI ZIp Code 17013
Ilcnower N/A llwnlr of NlIIc Record l.Iln11C11 Eo NDItOn II, ETAI.. Counlv CumbIrlInd
legal ~ See Jaached Deed Copy ft'CIm DB 35-R PG 1036
Allsesson PIrceI # 04-21-0320-18Z Tax YB "05/06 R.E. TallIls $ 2.813.00 (III/l)
~ Nne ClIIIIIe llaro ~ WIld Map ReIlnnce (04) 2t-(1320-182 Census liact 0124
. r 1 Ownlr ~ TII\IIIt r 1 Vart Soeclll AssessmenlJ $ Nane Known r 1 PIJI) HOA$ N/A f 1Dll1'YllIII' f 1Dll1'monlh
. ~Fee SimIe rll.lllsSlold r101her (desc:rIJe)
Ass9mft Type r 1 FtRh8se TllIISlICtion rlllellnlllCe 'hnsdon ~0Iher (describe) EstaIe P\IIpaIes
I..nlerJCIlent ... fA ~ F. WIIdI,. AXA JucIlh n- WIIch Adchu 130 W. ~ St., CIrIIIlt, PlI. 17013
Is 1he smject olI1nd lor III, or has It bien olI1nd tor 11II In IhIlW1lve monIhs prior >> III effllcIive _ 01 Ills 1DD11isa17 f 1 Yes ~ No
Repcrt data SOUR:e(s) used, c6ri1g prlce(s). n dlde(s). OwnerjOlM..
fO did ~ did not nJyze Ihe corn:t lor lIIelor lhI subject ptId1ase msscllon. BcpIaIn I1e results of Ihe Dlysls oIlhe conIr8cI fer saI' or why lhI wlysis was not
I~- N/A
ConncI Price $ N/A [late of Connct N/A Is lhe plllpeIty seller 111 0YlIlllf of ptjJIlc I8CORl'1 I5a Yes r 1 No DalaSclllCll(s) CCCH
Is thin q lInn:III asIstn:e (Ioerl c:Iwges.llle ccn:eaIons. gift or downpayment aslslance, etc.) \a be paid by any PIIlY lII'l behalf ollie bonower? 0 Yes ~ No
If Yes. report lhe IolII doll.- mllllri IIld describe lhe items III be peld. N/A
NaIll: ... _ llelldll lille _1llIl1llllllilll1dn.
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LocIIilII'l ll_ rl_ n.... 1_- i...... 1llI_ I II...... PRK:E /6E 0ne-UnIt 60'
~ 5< 0ver751TT25-751 [J lMr 25' I ShortIae r 111I Balance rlOverSIaIIY S (!XXI) ()n) 2-4 Unit 15'
QowIh I RlDldI5a StIbII rl Slow I MaIIl8IIng Tlme lbler 3 m r 13-6 mils r lOver 6 mils 9!lk IDw 20 Mulli-Famlly 12 ,
lIoIniIIies SIjJject 11.......11I the sw quIllIIU ~ the Ca1IsIe Boro. It II bounded to the norUl 269k Hl\jl 100+ Corm1en:i11 10 ,
br tIgh St.; to the.. br fot8ncMr St.; to the SlQh br Sadh St.; to the WIlt br CaIege St. 100-120 Prell. 60+ Oller 3'
Nei(Ilbcrhood ~ SIjJject II""'" In . ..... .. ~ oIdlI; fIIlIIIIy ..... properties. MIjor rmdwIys, ~ lIhappIng, IIld IChclaIs n
. NlHn I"eIIOIlIIlII driving dIance. leII. WII . ..1Ild pab pnMcUan .. pnIII1t IIld ........Itlr the...
MIrIclll CondIlilII'ls (1ncIucIng IlJIIPlII'I for lie abM concIuaIons) EwI'*'r1llfd, IIICIItgIIge nIIIls, .... hou!Ing DwIlIIrtIs hive l'eIMIned ..... In the ... IIld
IIIIlaugIt Interest _ .. riling ~ the IIBfaI!t r8l1IIns ...... AppI8dIlIan .. Mdlllllllertte ~ CM!I' the put yeer (~ 5 . "'). AYllI'alII
IIlIl1IItIng time ftlr IImIIr DnlDIItIeI wauId be 90 dIyS lII" ... IMa crUd be upwIII'dI to 180 dIM.
DImensions 30 F x 210 l x 30 8 x 210 R Ilea 7,200.00 SqR Shaoe RactanguIIr View ResIdenlIIII
SpecIfIc Zank1g CIassIfIcItion RiIsIdIntIIlI Zoning DescriJIkln ResIdentIII
Zank1g Corl1lIiInce I5a legal r 1leg1l ~IWI""''''IQ (hddJered Use) rl No ZonIng f lllegll (describe)
Is 1he hld1est and best use ollie sdIject III'IIIll!rtY . i1mMld (Of as llIDIXlIed per IiiD and 1he presert use? ~ Yes r 1 No If No. describe.
UliliIies NIIIc 0Ia (deIcribI) NlIIc 0Ia (daaIJe) 0lHIB1qJnn,.. - TWDI N111c Privabt
EIecIrIciIy ~ r WaIer ~ f1 SheI PlIved ~ rl
Gas l5(f 1 Slnillly Sewer ~ f1 Alley Yes ~ r1
FEMA SpecIal Rood Had hs? . r 1 Yes ~ No FEMA Rood ZlII'lI C FEMA Map # 425382 0004 8 FEMA Map [late 0210311982
Anl1he u11111es IIld oIHItlI ~11llhlllvDicaJ tor the marbt nt1 ~ Yes rl No I No, describe.
Anllhn my aMnI sill candiIIans or .... IIcIors (8IISllI11IlIlIs II taOICtmenII,lIlVIrormenIII conditions, 11IId uses. etc.)? r 1 Yes I5a No If Yes. describe.
AIIo ..1ect AddIncUn PlIgI.....
l:ffi~~:,~~t;;f:~,~J 1sf~_~*~ .. . ~-.~~
I~n_ T~ ClII'lcRte SIIb f 1 Crawl ~ FOl.I1ddon Walls 9Iane Aoors Y<<xld/CptJVIn:Mnlge
lk1It (descrlbe below) ~ filii a.sen..t f 1 Prill 8IaeIr.-.t ExterIor WIlls BrIck Walls PIMI:r.Aveqge
# 01 SlDrIa 2 # of bIdnI. 1 !liIserrlln Anla 9SO (mIL) sa. It. IbJf Suface SI*lgIe lim'FInlsh VttxxI:Good
n Det. n Ia 15lI5-DetJEnd U1It !liIserrlln FinIshed 0' QJtIln & ~ MeIaI BaIh ROllI' VInyI:AvwlIge
fl Proposed rllbler Canst. ~ 0lDIde Fnbyl&il r WIndow TWI8 ObI HII10 BdI WaInscoI Clr.l1Ie/AWI'lIQI
(Style) 'hcItIanII &ldllnce ol f -, InfesIIlion Stcrm SaIVklIUIaIed Some :'.
Year lUll 1900 (mIL) l. f lSelllement Screens Some I~None
EIrectivI ADllYrs) 12 - 15 yrs (1Wl) :".'n'5':. IlXivNly # of c.s
AIIic None FWA HWBB f 1 RadiInl FhpIace(s) # r l\YoodSbre(s) # DrIveway &nee
1 ~ S1air IS( Slalrs Olher I Fuel GIs PaIIoJDeck 15(1 Fence Yes lGnge #ofCn
ROllI' ScUIII CenInII Ak CondltilII'llng Fool ~ Forth SIde lc.port #ofCn
IFlnIshed Heald 5< blIvkUI r 101her 5C 0Iher 8IIaJny 1M. I lDel. r llUft-in
# of AooIiInces 21 DlshMSher 11 DIsoosaI 1 Mlaowave 2101her describel
: lkIlt # 1 conIIi1s: 41bms 2 8emJom(s) 1.00 Balh(s) 1154 5cJJh Feet of Gross living hs
lkIlt#2conta1ns: 31bms 1 Bectoorn(s) 1.00 Balll/s) 986 Square Feet Of Gross living hs
1kIi1 # 3 ClII'lIIins: GIrage Rooms Bectoorn(s) Balh(s) Square Feel of Gross LIvina hs
lklil # .. ccnms: GIrage Ibms IleGoom(s) Eldh(s) Square Feet Ii Gross Uvloo hs
Additional fe8ns (special nrgr IIIIcIInl iIems, etc.). Praperly his cIebIc:hecI gnge (split 1 CIr IIld 2 c.r) tIlllt are IIddtIorlII n!IltaIlncome.
Descrbt 111 c:adIilII'l of the IIIIIDIItY (IndudIng needed 18p8/rs. deterioralion,llIlMIilII'ls, I8IIIOdeIIng, etc.). Home II In gaod caIdIIan Nltl no phrIIQI, lIn:IIanaI or
ed8mII J.... ""...... 0rtgInIt .... waodwartt Is III IIllIIt I'CIOllIS ~ badl tIoors, hnt NndawI hlwe 1nIlI!rb...... 1st fir his 3 MldDw IL units, 2nd fir
his 21L llIlIIs. CauIlI-, be ~ '** to IIngII ,.. hDme. Allele ft'CIm p8/nl: an woad IlldWtar (1IIClIIdv 1OfII'/IlIdII), no MSIed
IIlIjar ""* '* IlClIed II: the lime ~ 1nIpedian... no It!IIIhS were In IIIUIIrI& C)IIIly ~ aInItruclIon Is avnae to IfIe .. IIld perIDd.
F..... UIc l'onn 72 (M11d12l105)
1NI fann_1IpIOlIuGId IIJ lNIII__ ~"""(800) ....127 - PIgt 111I7
F..... MIIl'onn 1025 (M1n:112005)
IIIWnv.UIWIUU
"" ...npt"'J ""'"..... -,....-
_ ............ ..... ADDr..... - n.1I 0700106
thele 111'/ ~I deficiencies or adwerse condIIions IIalIffect the livability, sourd'Iess, or slrucllnl frrtQity of the property? r 1 Yes ~,., . Yes, describe.
Does the property gennlly CG1bm to the
(fIJ1ctIonaI uIiliIY, slYle, COI'IdItItx1, use, cons1ruction, etc.)? ~ Yes r 1 No If No, desaibe.
Is the llRIPlIiY dljel:t \0 IU oonlrOI? r 1 Yes ~ No " Yes, dllsalbe.
The following poperIIes repment lie most ctmnI. slmil., and prolCirnate COlJ1IlIlIbIe rental properties Ill'" subject property. This analysis Is Inlllndlld 10 ~ the
lll*lkIn of lie lMkelNt for" Slillett~.
FEAllH SUBJECT COMPNW3lE RENTAl # 1 COMPWBlE RENTAl # 2 COMPMABlE RENfAl # 3
Adlhss 130 W PDmht S1re!t 145 W Pomftet Street 26Z S. P\lt S1re!t 248 FtanIdIn StreIl!t
CIIIlIIe. PI 17013 CIrIIle,. PI. 17013 QdIIe, .... 17013 CarIsIe. PI. 17013
IPlaIdmityIoSlmjecl f02M1NW ~ _O......I.~S lJ~~
QmrtMcdllyReft $ 1330 $ 1020.00 . $ 1345.00 'c,l'i';j.I$ 920.00
IlIInWIoss Bida. ffea S 0.48 sq.1I. S M9 sq. ft./' S 0.57 sa. fl..I$ 0.43 SQ. ft.
Ad Con"" [ Yes ~ No lYes ~ No r Yes ~ No I r Yes ~ No
OaIaSalJte(s) awn./CCOt CPM.. CPMl CPMl
OIleof Leue(s) see OJ.s. liege ~ MldtIIMonlh AmIII- ~ DIIB
. LocaIilIl Avenge SInIIr SImIIr 5ImlIar
.' AcMI. 106 yrs. (1'IlIL) 106 yrs. (1'IlIL) 106 yrs. (mill 106 yrs. (""'-)
. ConcIlion Good A: Awraae Good
~ ~ aiklinlI ffea 2770 sa. II. 2D83 SQ. fl. 2363 sa. ft. 2159 SQ. ft.
_ ~~ ~ ~~ ~ ~~ b ~~ ~
U'llllnllulown Tot It Ba Sq. R. Tot It Sa Sq. R. MonIhIy Rent Tot It Ba Sq. R. Mmlhly Rent Tot Br Sa Sq. R. ManIhIy Rent
U'llt # 1 4 1.00 1154 4 l 1.00 tl*. S $510.00 4 2 1.00 UIIlc. $ $485.00 4 2 1.00 882 $ $470.00
Ulit #2 3 1 1.00 986 3 1 1.00 UIIlc. $ $510.00 " 1 1.00 UIIlc. $ $485.00 3 2 1.00 749 S $4so.00
Ullt # 3 -. GI rage 231 S 3 1 1.00 UIIlc. $ $375.00 GI rage 528 $ vec.nt
UlIt#o4 -Gl.. _ $ S $
U11l1t1es Included None 'MI1!r~/ffeft WtbIr/SllwlA W8r/SfMr
HeltlAIr H'NB8INO <:.AIr HWIl8INo c.AIr 8Ic.Il8INo C,N, Bllc.BB/NO CoM"
"-'dng On StreIl!t On StreIl!t Off strellt On SIl:reet
Analysis II nnaI diD RI sqlpOIt few eslImIIted nwbt renIJ fer the i1divklIIIlUbject 1II1ts ,.nd below (1nc1udlnQ the adelJJaCY 01 the COfl1lIIlIbIes, IllIlIaI c:mcessIcm.
e1C.). AenbII......_Ib...... used In If1Is IIIIIysIs n In If1Is eppnIIIer'S opInIan the IIest MIabIe, and n!IIIM In stp!, IIlIIbIre, pradmly, mnet.. and lIJIPI!II
to the tenn: .-1ld. Rert for the toIqlI n tI8*:IIy In line WlItIlMIlIgIIS for lie mIItaIIt... AenbII c:oncesslonS n r8IlMIy !We In '* ... Ind none
In! kncMn for the properties IIII8d.
An ~ The appqislr must I8COl1Cile I" appliCllble lnlIcaled mmIlly nwlIllt IllIlts III proWIe an opinion of lie Il1IIIlall rent for each unit In the subject property.
:.&",.".).'.....'..c.'
lease DII8
- lkIlt # Biiiiiil 0IIe End 0IIe
1 06I0l,Qi 06/01/07
2 07JQl,Qi 07JQ1/07
3 Mlnf1 to Manth
4 MllnIh to MonItI
.. Corm1ent on IeIse data L.-1nIo.-
dltIIIned tam QIII'II1t owner
Per UnIt Total
I.kIbnlshed Ftrnlshed Rent
$ 650 S 650.00 S
$SO 5SO.oo
80 80
50 SO
ToIII AcUI Monthly Rent $ 1330 Total Gross MlIlIlhr RlIIt
0Iher MonIhIy Income {IIBmIze) SOOther MonIhIy income (Itemize)
Total AcUI MonhIy Income S 1330 Total EstIma1ed MonINy Income
Utilities included in estlrnded rents n EIectrk: rlWa1er rl Sewer rl Gas rlOlI r 1 Cable r 1 Trash col\eclim r 10l1er (describe)
Corm1slls mlGlJll or estimated IlIl1Ia RI other monthlY income (includlno Dlnonalllflllllfly).lt Is the opInIarI d the 1IflPI8IIer(,) thIIt the Udett rents Ire IDIIbIy
IIIlcwe nwtIi!t. anidIItng II"" In pIId by the -. ~ ttlelll'OllfJly II wIhIn veIIdng dIsIInCe to DIddnsm CaIIege IIld 1.IIw SdloaI, IIlCI
aUd Yf!It'( praIIMJIy denwld higher nra tam 11M lIbIdents. ..... amounlS lbr 8f*tmenls IIlCIIIngIe t'ImIy properties within the gennI CIrtlsle ... 'RIt'f
gnIIIIy clue to supply and demnI eaJ5!d by bClItI DIcIdnSOn CaIege Ind ClIrIIsIe Anrrf YeW CoIege. T11ere in lII!Io no SllKldIrds known . to I'l!IrIt
CIllIltIIIIIIan
$
~UlIt
UnI1JnIshed furnished
$ 65Cl S
SSIl
SO
Total
Rent
650.00
550.00
50.00
30.00
1280.00
o
1280
$
$
S
I ~ did r 1 did not TeSeIId1the uIe or Inn. history ollhe subiect pIql8fty RI ~e sales. If not. elqIlaln.
My IIUIIIth r 1 did ~ did not IlMlII any prior sales II" iansfln of \he sublett JlI'llIlllI1Y for the Ihree years prior 10 the eIfecllve date ollhis appraisal.
0lIII SolIce(s) ttOt.-......nt AIalrds
My RISllIId1 T 1 lid 00 lid not llMlIIany prior sales lJ" nnslBrs of lie CCIJ1lIIlIbles sales for lie year prior to the date of sale 01 the COIl1*IbIe sale.
:. OlIIISolIce(a) ttOt ~ Records '
Aepcrt the l\lIUb of .. nlS8IIdI R1nlysls of .. prior sale or 1ransfer h1stay 01" subjecl property RI ~ sales (report addiIlonaI prior sales m page 4).
ITEM SlJlJECT COMPARABlE SALE # 1 COMPNlABlESALE # 2 COMPARABlE SItE # 3
Ole of Prior SIIw'hnsfer 0610111992 ~ 1"11981 D7/2"119'i6 S/17nJRJ
:.. PrIce of PrIor SIWhnsIer $145,000.00 1$.:15,500.00 $1.00 145,000.00
: Oala Scuce(s) ttOt 1cxx:H W::Hu :cc:H
ElIeclive Date II DIIa SoIJce(sl 01/13/11>>& 1o:l113/11>>& ~7/13{lOO6 713//lOO6
,wlysls II prior SIIe or .... hislorY lithe sub' and COIIIIRbIe sales. SubIellIs lICIt,. end .. not bes111ad lbr.. WIlhIn the last 12 months to the
best d lie IpllI1IISer's 1lncMledge. W:Ijed: and ......_4bb list trw1SIWnllI ownership on the dIlI!I abcM, Ind hive not bem real since then to the best 01
the ........1cncMIedge.
F.... MIc r-n (MIIdl2OO5)
1lIIIllilm_1lIIIllIdIad by UnIlId SyIIIna SaIiRII Can1IIIIY (8llO) \JOU127 . .. 2017
FIII1II.... Fonn 1025 (MnI2005
_ ......h_.. ........___ ___.____
.... ............ "ea.. . ' AIIInII8I ... 0700106
There 811! , ~ pIllplIlIes ClII8IlIIy olfered for sale In !he subject neid1boIhood rIIlging In price tom S 141,!lOO to S 193,!lOO
There 811! 4 CllRIIlnbIe sales in I1e sub ood wilhin I1e pat twelve months III1IIino in IIIe price from S 126.000 to S 223,000
FfATlft I SUSIECT COMPMABLE SALE # 1 COMPARAIlE SALE # 2 COMPARABlE SALE # 3
Adchss 130 W. PDmlhIt Strel!t 2<48 RwlIcIn S1reet 129 S. PIlI: Street 146 W. l.cJuhr Street
cartIIIe, Pa 17013 ~ PI. 17013 CarlIle, PI. 17013 CaIIIIe, PI. 17013
~m__ . . ':fe,: 0 .50 HI NW 0.06 MI SE 0.22 HI N
S Nil .:. .... ~'df" ;.:;..;_ "'ti
e Pric:tIQoss IJdg. AnlI $ sq.1t. $ 79.71 sq. II. $ 63.37 sq. II.
Monthly An $ 1330.00 S 920.00 i.:~ $ 1500.00 $ 1650.00 ,.
Qoas Rent Mdtiplier 141.30 148.67 110. ,Fy;.
Price Per ~ S S : ,. $ 74333.33;:c. $ "P.: <
Price Per Ibm S $ ...~. ;.<?f S 24777.78 ;>' < s .?~;i)
Price Per Ilemoom $ $ 32500.00 5 ....;.... ...... S 551SO.00 ";";'. $ .N"t.la.IDI'. ....i..
An CormlI ~ JYes ~ ~ J Yes IX! ~ JV. ~No
Data SoIIl:e(s) CJlMI. a. ax:tt CPML .. ax:tt CJlMl. .. ax:tt
s Drtve-br ect. InspecIIon DrIwe-by E!llt. InIpecIIIln Drtve-br Eltt. Insper:lton
AWEAIWSTMENTS . DESCRIPTION +(-) Udjullmlrt DESCRIPTION +(-)$Adjullmlrt DESCRIPTION +(-) $Ad~
e or F1Iw1cing F'tM ~ CarMntIonII
ConcessiClls NlA N/A N/A
Date of SaI&'Tlme 12129/2005 07/2912!.>>5 (+8,.,) 14600
locatkln MrIge Awnae AwnIge Awrege
LsaehoIdIFee SirqlIe Fee SiqIII -~ Fee Slqlle Fee SImple
lie 0.17 acre (mIL) .oe acre (mIL) 1800 0.06 acre (mIL) 2200 0.17 acre (11l/L)
View R8IIdenlIII ReIIdIntIIII ResIcIenUII
DesilJl (style) 1hIcIIlanIl ItdIonII 1I1ldIIoIlIII 1tIcIlfanII
OuIIity of Constructicr1 MnIge .. AwnIge Awrege
AcUlk/e 106 yrs. (mIL) 106 yrs.{mIL) 106 yrs.(I1l/L) 116 yrs.(mJl)
ConditIon Good Good Good Good
Qua 1lJl1d1na.- 2770 sq. II. 1631 sq. ft. 22780 3166sq.1I. -7920 2880 sq. It. -2200
Iktlt~ ToIII Bmns BaIhs ToIaI Bmns Ildts ToI8I Bmns IlBths ToIaI Bctms BaIhs
Iktlt # 1 4 2 1.00 " 2 1.ClC NlA 3 2 1.00 6 3 1.OC
Iktit # 2 3 1 1.00 3 2 1.111: NlA 3 1 1.00 6 3 1.OC
Iktlt # 3 ~ GlIrage 2SOO 3 1 1.00 N/A 2SOO
Iktit # .. 2CIr GlIrage Ga I1Igl 3500 3500
Basement ~ All JI NI FuI
Basement FinWled IbJms None one Known None Known None Known
fII1ctia1aI U11lity ~ /I*lII ~ ~
HeatInl;CooIIng IW8,'Na c.AIr Iec.IIIlINo c.AIr 3500 HWSlMJC.M' -4SOO tM51MJNo c.AIr
E EIIicIert Ihms None ClbIeIwd one Known None Known None Known
0nrQf SiIe On Sftet PIrIdng On 9IM: PIrIdng On/afSbelt PIrtdng OI'J Street P<<tcIng
~ FadI/IIIk:IOI., PordlJPaItM)edc -2500
!ldIrIor ...... Ilrtc:k WInrI 5000 StIlne 8rIck
FInipIIces,eb:. None Nllne (1) RIepIIc:e None
~eIlc. Fente _ Known None Known None Known
Net Adjustnwt (10lil) ; II',y;;';! 00+ [J $ 3S58OI I I + ~ $ -9220 ~+ 1 $ 18400
AdjJstBd Sale Price "".,'.f],. ........ Net Ad~ 27.m Net MI. 4.13'J. Net Adj. 10.08'
of~ . ...;......>.....;..;.,'t.~.'h:..; Gross Adj. 27.311. -Adj. ~""' I $21~"" _"'I 12.49'J. S $200,9 0
~ PrIce Per Iktit ~...,,#....,- $ ""'" I 7UIOR' 1 ..! "",,
M.. Price Per Room ~ ..." #....,.... $ 236S4 S 23753 $ 1" Pi
Adj. Price Per Bedm ~ ...,,#....,......., $ $ 53445 ...... S ~
r.'alue Per Iktit $ 99,150 x 2 l.k1Its = S 198300 Value Per GBA $ 72x 2770 GBA=$ 199440
IVaJue Per 1m S 19,830 x 10 Rooms = $ UlB3llO Value Per Bctms. S 66,100 x 3 Bcmls. = $ 19l13OO
IStmnIry of 5aIes CoqJnon ~ IncIucIng reconcIllItIon of the abon inllcators ofvalue. See 'RDd: AddInclum PIge....
IndIcIIIId Value br 5aIes CorI1*lson Approach S 198,300
ToIIIlJIlIIS monI1Iy rent S 1330.00 X IJllSS rent II1IItIplIer (GRM) 133.53 - $177,595 blicated Value by the Income Approach
~onlnccme I8CClIlClIIdon of !he GRM. GRM ... tIkI!n lI'om the lMftlI! Of the SIIe COIJ1IIr as Jcnown WIft sImIIIr. AppredItIan bf
praperty rcr II1Is ...... ....In the .. 2 ,... lIB In II1Is IIJIIrlIIIe(s llI*lIcln CM!MIMd tile Income Approech to Y.IIue, IIld tI1ereI'ore II1Is IIJPllICh ...
ra: COllIIdenld In dl!bmnlg ...rcr the MIjId: pmperty.
hIIcIIId YaU by: SIIII ~Appna S 198,300 b:ome~S 177,595 Cost WUIdI (I dMIaped) S N/A
See "RIlII RecQ" - ," an 'nIld: Mlerd.Jm pege...
p IIJlPraisIIIs ~ .. is". U subject kl ~etIon plIl' pin and specIIicIIions on lie bIsis of. hypothetic:aI condition thai the ~1s have been COI11lIeted.
subject lD the I8pIirs or IIIIlnIIonI on !he bals of a ~ conditlon I1et lie ... or IIIInIIlanI have been CllIT1J/eIed. or 0 subject kll1e foIlOl1ing
. requiId impectIon baed on the 8lIhonhry ~ IIIlI1e concItion or delicltIflCy does not IIlJliII aitetatlon or 1ePlir.
8IIed on . ..... YiIuII inIpecIan ofthelnllrlor and 1IIIIIIior.. ofthelUbject pnIp8I'ty. dIfined ecape of.n,1IIIlln1n of IIIlII1JIIons and IkRIIng CClIIlItIons.
Ianct........ cerIft:ItIan, ... (GlI) apInian of the ........... dIIiIed, of.. III! pnIp8I'ty...1I thelUbject of.. "'*' II S $19B,3llO.oo . . of
~ 7, 3lO6 . ........ dill of inIpIcIIan... the 6cIMt dIIe of Ills ......
_MIc r..12 \M1ft112lI05) lIIII...._ ......1lJ lIIIIId SylIIma ,... eon..., (lIGO) IlIUm - ... s ~ 7 F..... ... r.. 1025 (MIrcIIt 2005)
_ __. ._..._~. ....r. -..... -.......
.... ............ IRca.. - - ~. 0100106
I..
,
Seller CJll1Q!SISIanS .. ~ c:amman In this "..;I ...... 'I. IlOl'mIIy In tie farm ~ ~ c:ID*'IJ CXlIIlS......... It his bealme men Ind men alI1WIlClII
to see c:IoIIng alIt ........ an In lIgnlllfIlft fI_ but"'" not..-llng $3,000 to $5,000. 11IeIe c:alCISIIclIlIlII'red: .... net. but do IIlIt
IlldSIIrIy hiM! .., elIIICt on IIIe ICtuII ... prImL No lIdjuIIment Is ........., nU It the lIIIIIIQnce fall lIIIIINn theIe peIIIIlItIrS.
P\nUR to ~ 23 fI the ApprIII8's CertI\IaItIOn t'ClIDIned lIIIIINn "* ~ "* eppnIIsaI report Is rrandId orIy Itlr USll by the <:lent prqMlI1y
l1IIIIlId In INs IepCIIt.
-
-
-
-
PnMde __ Wormation b \he Itndlrlcllent to 1eIlI- \he J!!!'l! hi caIcuIalIons.
~ b \he .....Ii IiII YIIU1 (1IIlIlWY of COII1lnbIe IlIld Illes II" oller methods b eslin'8llng lile value) N/A
ESTIMATED r 1 REfIROOtX:TION OR [] REPlJaMENT COST NEW OPNONOfSlTEVAUJE. .... ............................... - $ N/A
- Scuce of cost daIa 0weI11ng Sq.R.@$ ......... -$ N/A
: lMIllY IIIIng _ COIl service EIIecIlve din 01 cost d8Ia Sq.R.@$ .. ....... - $
CcIrmBltI ell CoIl AppltIIl:h .. caIc:uIalIans, dIprecIalon. elc.) ......... -$
Due to the. flthe IUIljIct "00eIi1lntl,. the Colt ApprOICh to..... Sq.R.@$ ......... =$
IlCIt UIlllL It Is IIIe IiIiiiiift fllIlII.....1bIt the "Colt ~ tD.... TolII EstimaIII of Cost-New .. . .WW. -$ N/A
Is InIcIIlpIIIIn In..... fl. ~. ..."'0....._,. fltIe IlCIUII less PtiisIceI' lFunctill1ll I fxIemal
fI this UIIelt. ... would nat _ an llClCUl1Ille .~...IbllIcw. I I -fc )
fI MII1aet *-- OeprecIated Cost Ii .................w...w........ $
'As-Is" Value of SIIII w.... w.w..... ............ $
..... ww...... ......... .",$
&limaIIng R1rnaInitg Economic lKe (HW and VA only) N/A '!WI ..$ N/A
~"i~!S~~J~iiSif'){~~~~~~~~~~~~~.~..............~
~'..~qlllf,Wtderi1~~.hi~~.(KiA)7..h.Y.;.rl~. q l)!1lt)pe(1) 0eIIched Altached
~ .. fdlowing Ir1farrnIIu1 Ill" PUDs ON.Y if the dMIoperJ1ll.likler Is In contoI of III fI)A. and !he stbJed property is 1Il aIIaChed dwelling unit.
IWnll of pnljed TI1II entire I8ttIan II Nil. tD the UjeIS ~
ToIIIlUIiler of.... ToIIllltllter of 1Il11s Total rurtler Ii UIIitI sold
ToIIllUliler of I1i11III1Ied ToIlIIlUIiler of 1Il11s b u1e Data soon:e(l)
Was .. DIlliIcI CIIIUIIw the 00IIVIfIiCII of I) lito I PUO?r 1 'fill rJ ttI if Yes, dale of conversion.
Does .. plOjecI canIli'Iq unlIs? rl Ves r 1 No Dell scme(s)
he the ...... common eIemenIs, IIld I8CIIIIion8I facllilies camplete7 r 1 VIIs I 1 N:I if N:I. dncrIIe the alaIua of ~
he fie common IIIemen1s Ieued to or by the Ibneowntn' AmcIaticn?'rTves r No If Ves, describe lie renIaIlerms and options.
Describe common eItmer1Ill and IICIIItionaI facilities.
FtIddlt MIo Form 72 (MaodI2005) 1lIII farm _ ..... by ~ s,IIIml SoIlrMa CcllqlInJ (100) tllH721 - Page 411I7 _.... Form 1025 2G05
(MaodI
SCHEDULE B
STOCKS AND BONDS
ESTATE OF FILE NUMBER
Welch. Judith F. 21-06-0339
All property jointly-owned witb Riebt of Survivorsbip must be disclosed on Scbedule F
ITEM DESCRIPTION VALUE A T DATE
NUMBER OF DEATH
28 shares of AT&T common stock @ $26.58 per
$744.24
TOTAL (also on line 2, Recapitulation)
$744
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANIOUS PERSONAL PROPERTY
ESTATE OF
FILE NUMBER
Welch, Judith F.
Include the proceeds of litigation and the date the proceeds were received by the estate
All property joindy-owned with Right of Survivonhip must be disclosed on Schedule F
DESCRIPTION VALUE AT DATE
OF DEATH
21-06-0339
ITEM
NUMBER
Sovereign Bank checking account 1671010647
$911.54
2
Soveriegn Bank savings account 1674007099
$619.08
3
1/2 escrow balance with Mortgagee Wells Fargo
$1,313.32
4
2005 federal income tax refund
$2,096.00
5
6
7
TOTAL (also on line 5, Recapitulation)
$4,939.94
Sovereign Bank
ESTATE OF
SOCIAL SECURITY #:
DATE OF DEATH:
Judith T Welch
041-28-9884
March 8, 2006
Account #: 1671005538 Type: Checking Open date: 6/1/1992
In the name of: Judith F Welch or Laurence E Norton II or Helen F Norton
Date of Death Balance: $142.39
Int.(YTD) from 1/1/2006 to 2/14/2006 $0.02
Accrued interest to date of death: $0.00
Other Info:
Account #: 1671010647 Type: Checking
In the name of: Judith F Welch, Helen F Norton POA
Date of Death Balance: $911.54
Int.(YTD) from 1/1/2006 to 2/14/2006
Accrued interest to date of death: $0.10
Other Info:
Open date: 6/5/1998
$0.18
Account #: 1674007099 Type: Savings
In the name of: Judith F Welch, Helen F Norton POA
Date of Death Balance: $619.08
Int.(YTD) from 1/1/2006 to 3/8/2006
Accrued interest to date of death: $0.52
Other Info:
Open date: 4/12/2001
$0.00
Page 1 of 1
SCHEDULEF
JOINTLY-OWNED PROPERTY
ESTATE OF
FILE NUMBER
Welch. Judith F. 21-06-0339
if an asset was made joint within one year of the decedent's death, it must be reported on Schedule G
Surviving Joint Tenant (s):
NAME
ADDRESS
RELATIONSHIP TO
DECEDENT
A Helen F. Norton
B Laurence E. Norton II
C
119 Conway St., Carlisle, P A 17013
119 Conway St., Carlisle, P A 17013
Sister
Brother in law
Jointlv-owned property:
ITEM NUMBER LE1TERFOR DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF TOTAL VALUE OF DECD'S % INT. DOLLAR VALUE OF DECEDENT'S
JOINT TENANT INSTITUTION AND BANK ACCOUNT NUMBER OR ASSET INTEREST
SIMILAR IDENTIFYING NUMBER ATTACH DEED
FOR JOINTL V-HELD REAL ESTATE
1 A&B o I-Joo-92 Sovereign Bank checking acct $142.39 50% $71.20
1.671E+09
TOTAL (also on line 6, Recapitulation)
$71
SCHEDULE G
TRANSFERS
ESTATE OF
FILE NUMBER
Welch, Judith F.
21-06-0339
sse e ueto complete an e t e answer 0 t e ques on on t e reverse 0 t e cover IS yes.
ITEM DESCRIPTION OF PROPERTY TOTAL VALUE DECD.% EXCLUSION TAXABLE
INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT
NUMBER AND THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. OF ASSET INT (if applicable) VALUE
I $26,580.30
1 IRA w American Funds POD to son and daughter $26,580.30 100.0% 0.0%
John Daniel Welch and Katherine E. Welch.
I
2 IRA w Pioneer Investments POD to son and $9,076.36 100.0% 0.0% $9,076.36
daughter, John Daniel Welch & Katherine E.
Welch I
3 401(k) with Prudential Investments POD to son $10,270.76 100.0% 0.0% $10,270.76
and daughter, John Daniel Welch & Katherine
E. Welch I
4 Lincoln Funds 403(b) annuity account 96-9197672 $697.89 100.0% 0.0% $696.15
POD to son and daughter, John Daniel Welch
and Katherine E. Welch
Tbi bdl be
I d dflldlfb
f b
d
b
f b
TOTAL (also on line 7, Recapitulation)
$46,623.57
American Funds - Historical Account Balance
Page 1 of2
Historical account balance
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Shares NAV Market
March 08, March 08, Value
2006 2006 March 08,
2006
AMCAP FUND - A (02) 124.239 $19.50 $2,422.66
AMERICAN BALANCED FUND - 133.947 $18.03 $2,415.06
A (11)
AMERICAN MUTUAL FUND - A 90.491 $26.95 $2,438.73
(03)
CAPITAL INCOME BUILDER - A 45.206 $54.42 $2,460.11
(12)
CAPITAL WORLD GROWTH AND 66.185 $37.56 $2,485.91
INCOME FUND-A (33)
CASH MANAGEMENT TRUST OF 2,139.810 $1.00 $2,139.81
AMERICA-A (09)
THE GROWTH FUND OF 77.152 $31.34 $2,417.94
AMERICA - A (OS)
THE INCOME FUND OF 131.647 $18.60 $2,448.63
AMERICA - A (06)
THE INVESTMENT COMPANY OF 76.330 $32.11 $2,450.96
AMERICA - A (04)
https:/Iaccounts.americanfunds.com/tf/FANWeb
10/25/2006
American Funds - Historical Account Balance
Page 2 of2
NEW PERSPECTIVE FUND - A
(07)
WASHINGTON MUTUAL
INVESTORS FUND - A (01)
84.014
$29.19
$2,452.37
76.864
$31.85
$2,448.12
As of March 08, 2006
Total value: $26,580.30
Non-retirement accounts: $0.00
Retirement accounts: $26,580.30
View the historical balance for a different date:
To view your historical balances, enter a specific date or select a quarter-
end period using the drop-down menu and click Submit.
- _. [----
mm / dd / yyyyOR
l5e~end period: [J
Submit >>
CODyright @ 2006 American Funds Distributors, Inc. All rights reserved.
PRIVACY I Portfolio agreement I Business continuity I Comments?
https://accounts.americanfunds.com/tf/FANWeb
10/25/2006
II!tPIONEER
E1 InvestmentslD
October 25, 2006
Law Office of Taylor & Andrews
Attn: Shelley
78 West Pomfret
Carlisle P A 17013
REFERENCE:
CORRO# 00244765
Pioneer Value Fund A
Fund# 2 A1C# 961492071
PIM IRA Cust For
Judith FWe1ch
Dear Shelley:
I am writing in response to the request Pioneer received to provide you with information
regarding the above referenced account.
The Internal Revenue Service requires that the custodian of a retirement account notify the
executors of their right to request the value of the deceased's account on the date of death. The
value of the account on March 8,2006, was $9,076.36 (509.908 shares @ $17.80 per share).
This information may be needed for tax reporting purposes and does not necessarily reflect the
value of the account upon redemption. Shares'.were redeemed at the net asset value in effect at
the time the request was received in good order.
If you have ~my questions, ple~econtact our Retirement Plans Department at 1-800-622-0176,
8:00 a.m. to 7:00 p.m. Eastern Standard Time, Monday through Friday~
Donna Boyle
Shareholder Correspondent
Pioneer Investment Management
Shareholder Services, Inc.
P.O. Box 55014
Boston, MA 02205-5014
General Inquiry
800-225-6292
Retirement Plans
800-662-0176
"Member of the UniCredito Italiano Banking Group, Register of Banking Groups."
Nov-14-200e 03:00pm rrom-REP BILL DeWlesl Ottlcl
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130 W POMFRET STREET
CARUSLE PA 17013-3218
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Old ymJ kncMI that Signature Onlne (SM) rs not Just a great
$10,213.73 reavcefor ratirermnt.educati<ll. but it al80 contains
20.18 'IllItJt& ~ on II wriety of other InmDaI t~
8.73 Whelhar you .e krJIQlg fcf. on savinO for CoIege,
30.12 ~t or want to 188m more about esta1E planning a
rtMlfJl ma1gage$, S1gJ'll1ure OnInl can help. Visit
100% www.prudenlal_~ today lJ' link to 1118 m
clrlClly tom your account.
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SOnt8 reW 8Q8inst1hB Impa(t ci poor perfmlBl1I::e
wI1t1In 8 fdngJelnvestment caEgtJy. TO learn more
tIJout how you am rtvnfy yQJf re1iment axcIInt,
simply visit SJgnIt1I'e 0nI1le _ - OUl' eciJcaIiooal
webSIlB - n:t1aMt.. online COIl1l8 aHf:1N to Choose
YofK Ifn.a6mmm.M
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.". .". IItatJDn fA ytIJf CtmI1Jt '*' 1rtvrs1m8nII. Perc<<7tJQf8 trII1J ntt blll&t dill to fOIIIIJng.
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ToraI Balanced Sl.sm .61 s2 ,'B $0.00 ,30
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. FOR IJP-l C)-OATE INFORMATION:
1......'77-P1lU-210a
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HoBtlotmtAlilloc Inc Com Stk $2112 S8.73 $0.110 1.6112277.46
IotaI_ ;'2 ,12 .:: ~.oo ~, _ .:
T..... 0 73 .. 12 11.
AtJ/IIkm and riBduc:tian8 *' yru SCCOInt _ JncIudi thlIoIIowiWJ tran.sdaJS- antJiOOtla'ls. loin fII*1Jfnrs, ,~, trlll8ffrsl~ in. MlhtttlWBIs, /OWl
"., trnhmd ssslts, 1DplDfS, .,d tnmfersI~ out. CfJIuJQs In VlJ/Ul1TIIlI irriude dilJdBndB tni rrwket lIJPllCiBtkn/df1/1fTldBtfOn. lfyrJU r<<1J~tH'
ftnd twfer durk'Ig the siit6m&rrt period, p1eBse refer to till FIni TrIfJS!n sfCtlon tJr IlkItJonti 1rfDrmstk1n.
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t 17" CCIt bIIIl (Jf yrJfX HII1I17 Mgnt AIIOC I~ CDm SlIc IfAtfIltmsnt Is $2, 149.02.
For nmJ /ntJmJstla1 en how yru cnst basis Is cab1I8trKf, please abJt the websJ(I. Rr tRl!tJm1. {iease ClII1tsct yru taK BlMBcT.
~ C8IaJiIltr tie wlIue of ycu Invstment in each fund It the Iffd d Iff sfatlmtnt fJ$'1od (fIUI'I'iJIr at tIitsIshBn1s held X the IIIIV8htJ', prlcf). In caIr:illftJg end1na
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521.030
$15.34
$7.993.30
$7,993.30
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521 .f{!
$2,277 A6
$2.277 A6
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NOV-09-D6 THU 10:08 AM LINCOLN NATfONAL LIFE
n Lincoln
.
Financial Group
FAX NO. 2194553970
POBOX 7880
l-i'ORTWAYNn IN 46801-7880
Novembe.l' 8,2006
TAYLOR ANDREWS
78 wnST POl\.fi'OR T ST
CART..1SL13 PA 17013
SENT VTA FAX: 711-243-0061
Rc: Judith F. Welch
96-9197672
Pear Mr. Andrews:
This letter is regarding the above a.nnuity of Judith F. Welch. Per YOI,lT request, ow'
f()Cords indicate as of tho date of death, Milrch 8, 2006, the value of tho contract wa.",
$696.15.
Should you ha.ve nny questiorls1 please 00I1l::J"1 our customer selVice area at
1-800-454-6265 oxt *8200.
Cordially,
Slu~U y . Koenig
Registered Representative
P, 01
.
SCHEDULE H
FUNERAL EXPENSES, ADMINISTRATIVE
COSTS AND MISCELLANEOUS EXPENSES
ESTATE OF
FILE NUMBER
wetch, Judith F.
21-06-0339
A.
Debts of decedent must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
Funeral Expenses:
1 Hoffman Roth Funeral Home $2,049.85
2
Administrative Costs:
1 Personal Representive Commissions
Name of Personal Representative(s)
Social Security Number of Personal Representative:
Street Address:
City: State: Zip:
Year(s) commissions paid:
2 Attorney fees to Andrews & Johnson $4,000.00
3 Family Exemption
Claimant
Street:
City: State & Zip
Relationship of Claimant to Decedent:
4 Probate Fees to Register of Wills $260.00
5 Accountant Fees
6 B-H Agency Appraisal Services $550.00
7 Water bill paid until unit surrendered $98.05
8 Corncast $76.79
9 UGI heating $713.93
10 Hauling after clean out of unit $85.00
11 Carlisle Glass - repairs $40.44
12 Duron paint - fixing up $42.91
13 The Sentinel - legal advertising $166.07
14 Cumberland Law Jounal-Iegal advertising $75.00
15
16
17
18
19
TOTAL (also on line 9, Recapitulation) $8,158.04
B.
.
SCHEDULE I
DEBTS OF DECEDENT
MORTGAGE LIABILITIES AND LIENS
ESTATE OF
FILE NUMBER
Welch, Judith F. 21-06-0339
Report debts incurred by 1hc decedent prior to deaIh which remained W1paid as of the date of death, including unreimbursed medical expenses.
ITEM DESCRIPTION VALUE AT DATE
NUMBER OF DEATH
1 Capital One account 4305721518602318 $6,500.00
2 Bon Ton - paid to Estate Recoveries Inc. $796.89
3 Goodwill Fire and Rescue ambulance bill $1,317.70
4 Verizon $20.17
5 Sprint $67.61
6 PP&L $173.04
7 Citibank $1,500.00
8 Wells Fargo - mortgage on real estate in Schedule A [1/2 of balance due] $39,348.34
TOTAL (also on line 10, Recapitulation)
$49,723.75
1
.
SCHEDULEJ
BENEFICIARIES
ESTATE OF
FILE NUMBER
~.
ITEM NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE
NUMBER Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS [includeoulrigbt spounI distributi_. and Innsfcrs under See. 9116(aX1.2)]
1 John Daniel Welch, 240 N. 5th St., #1, Brooklyn, NY 11211 son 1/2 of estate
2 Katherine E. Welch, 37 Washington Sq. West, NY, NY daughter 1/2 of estate
3 Helen F. Norton 119 Conway St., Carlisle, PA 17013 Sister 1/4 of joint account
[schedule F]
4 Laurence E. Norton II, 119 Conway St., Carlisle, P A 17013 Brother in law 1/4 of joint account
[schedule F]
II NON-TAXABLE DISTRIBlITIONS:
A SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
None
B. Chlritable and Governmental Bequests:
Welch Judith F
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (also enter on line 13, Recapitulation)
21-06-0339
$0
..
.
WILL AND TESTAMENT
I, JUDITH F. WELCH, of 217 West Louther Street,
Carlisle, Pennsylvania, declare this to be my will and
testament and revoke any wills previously made by me.
FIRSTs I direct that all of my just debts and funeral
expenses shall be paid from the assets of my estate as
soon as practicable after my death.
SECONDs I give all of my property of whatever kind
and wherever located to my two children, Katherine
Elizabeth Welch and John Daniel Welch, to be theirs
absolutely, share and share alike.
THIRDs In the event that either of my two children
does not survive me and does not leave issue then I
give, devise and bequeath all of my property to the
survivor of my two children. In the event that either
or both of my children should not survive me but
should leave issue who survive me then I give, devise
and bequeath all of my property to my children and
their issue per stirpes.
FOURTHs In the event that neither of my children
should survive me and neither of my children should
have any surviving issue at the time of my death,
"
then I give, devise and bequeath all of my property
to my two sisters, Helen Norton of Carlisle, Pennsylvania
and Jean Henkel of Palo Alto, California, to be theirs
absolutely, share and share alike.
~
:::J
\(
~
I
1
.....-.,
.
FIFTH. I appoint my two children, Katherine Elizabeth
Welch and John Daniel Welch, as co-executors of this
will. In the event that either of my children should
fail to qualify or cease to act as executrix or executor
for any reason, I appoint the other child to act as
sole executrix or executor. In the event that both
children should fail to qualifY or cease ro act as
executors for any reason, I appoint Commonwealth National
Bank as executor of this will.
SIXTHs I direct that no executor or executrix shall
be required to give bond for the faithful performance
of his, her or its duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand
this I:>K day of flA.~ 1986.
i 0 1L q:; '1 jdJ-
~~ F. WELCH
The preceding instrument, consisting of this and.
one other page, identif~ed by the signature of the tes-
tatrix, was on the day and date thereof signed, published
and declared by Judith F. Welch, the testatrix therein
named, as and for her will, in the presence of us, who,
at her request, in her presence and in the presence of
subscribed our names as witnesses hereto.
.J'I F: a#ll-f,~f 51: Ca~/ /4- I-?
, .
~~ f'.. l~~.~
:rf<)~/.' &kI67. ~~lt~ Pet ,
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
ANDREWS TAYLOR P
78 W POMFRET STREET
CARLISLE, PA 17013
_nnn_ fold
ESTATE INFORMATION: SSN: 041-28-9884
FILE NUMBER: 2106-0339
DECEDENT NAME: WELCH JUDITH F
DA TE OF PAYMENT: 11/28/2006
POSTMARK DATE: 11/28/2006
COUNTY: CUMBERLAND
DATE OF DEATH: 03/08/2006
NO. CD 007482
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $4,219.46
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS:
CHECK# 3118
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
$4,219.46
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS