HomeMy WebLinkAbout05-23-07 (3)
REV-1500 EX + (l!;OO)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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DECEDENT'S NAME (LAST, ARST, AND MIDDLE INITIAL)
WEIGEL
DATE OF DEATH (MM.DD.Year)
RALPH W.
DATE OF BIRTH (MM-DD-Year)
OFFICiAl USE ONLY
FILE NUMBER
21 -0 7 0 2 4 9
""CoUNTY"'Co6E -YEAA- - - NuMaER- -
SOCIAL SECURITY NUMBER
1 7 2 - 0 1 - 0 2 5 0
THIS RETURN MUST BE AlED IN DUPUCATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
D 3. Remainder Retum (dale of death ptiorto 12-13-82)
D 5. Federal Estate Tax Retum Required
_ 8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (AlIach Sell 0)
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NAME COMPLETE MAILING ADDRESS
ROGER B. IRWIN ESQUIRE 60 WEST POMFRET STREET
FIRM NAME (ff Applicable)
IRWIN & McKNIGHT
TELEPHONE NUMBER
717 249-2353 CARLISLE PA 17013
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0.00 X _(15) 0.00
0.00 X _(16) 0.00
64,583.57 X .12 (17) 7,750.03
723,335.95 X .15 (18) 108,500.39
(19) 116,250.42
03103/2007 05/06/1914
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
00 1. Original Retum
o 4. Limited Estate
[&] 6. Decedent Died Testate (AlIach copy 01 WiN)
o 9. Litigation Proceeds Received
D 2. Supplemental Retum
D 4a. Future Interest Compromise (dalaoldealh after 12.12-82)
D 7. Decedent Maintained a Living Trust (AIIach copy of Trust)
D 10. Spousal Poverty Credit (daleoldaall1batwaen 12-31.91811d 1.1-95)
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1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)
4. Mortgages & Notes Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (Iotal Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Govemmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
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
20.0
CHECK HERE Ii= YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
OFFICIAL USE ONLY
1.239,660.61
-<.
148,779.71
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(8)
1 ,388,440.32
94,893.25
1 ,875.71
(11)
(12)
(13)
96.768.96
1,291 ,671.36
503,751.84
(14)
787,919.52
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REV-1503 EX + (6-98)
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
WEIGEL
FILE NUMBER
RALPH W. 21 07
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
0249
VALUE AT DATE
OF DEATH
10,797.00
66,639.95
10,272.00
6,203.00
5,550.00
6,672.00
7,623.00
26,353.25
5,318.90
7,954.00
12,141.00
5,052.00
24,773.50
24,648.50
24,734.50
14,957.85
300 SHARES AEROPOST ALE, INC.
CUSIP NO. #007865108
2. 65,000 SHARES ALLEG PA 4.875 2026
CUSIP NO. 01728ARW8
3. 600 SHARES AM VANGUARD CORP
CUSIP NO. 030371108
4. 100 SHARES AMGEN INC.
CUSIP NO. 031162100
5. 200 SHARES BROWN & BROWN INC.
CUSIP NO_ 115236101
6. 100 SHARES COLGATE-PALMOLIVE
CUSIP NO. 194162103
7. 300 SHARES COM CAST CORP NEW A
CUSIP NO. 20030N101
8. 25,000 SHARES CRNBRY TWP PA 5.1%
CUSIP NO. 224318AT2
9. 5,000 SHARES CUMBCO 5.511/1/30
CUSIP NO. 23061 NBQ9
10. 200 SHARES DARDEN RESTAURANTS
CUSIP NO. 237194105
11. 100 SHARES UIT DIAMONDS SRS 1
CUSIP NO. 252787106
12. 100 SHARES DICKS SPORTING GOODS
CUSIP NO. 253393102
13. 25,000 SHARES FFCB 5.24 8/8/13
CUSIP NO. 31331Q7JO
14. 25,000 SHARES FHLB 5% 8/6/13
CUSIP NO. 31339YQA3
15. 25,000 SHARES FHLB 4.3512/29/08
CUSIP NO. 3133X2RG2
16. 15,000 SHARES FHLB 5.27511/30/10
CUSIP NO. 3133XDVG3
TOTAL (Also enteron line 2, Recapitulation) $
(If more space is needed, insert additional sheets of !he same size)
1,239.660.61
WEIGEL
Decedent's Name
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
RALPH
W.
21 07 0249
File Number
Page 1
Schedule B . Stocks & Bonds
ITEM
NUMBER
17.
18.
19.
20.
21.
22.
23.
24.
25.
26.
27.
28.
29.
30.
31.
DESCRIPTION
2,817.8770 SHARES/PAR FED TOTAL RETURN BD
CUSIP NO. 314280101
VALUE AT DATE
OF DEATH
29,925.85
200 SHARES/PAR FORTUNE BRANDS
CUSIP NO. 349631101
15,988.00
115.6800 SHARES GNMA 9% 9/15/08
CUSIP NO. 362055T70
117.73
297.0900 SHARES/PAR GNMA 9% 7/15/17
CUSIP NO. 36218EFA4
317.95
200 SHARES/PAR HERSHEY FOODS
CUSIP NO. 427866108
10,676.00
2,300 SHARES/PAR JONES SODA CO.
CUSIP NO. 48023P106
28,750.00
100 SHARES/PAR JOS A BANK CLOTHIERS
CUSIP NO. 480838101
3,011.00
200 SHARES/PAR L3 COMMUNICATIONS
CUSIP NO. 502424104
17,108.00
45,000 SHARES/PAR LEHICO PA 5% 7/1/28
CUSIP NO. 524805E79
45,910.60
400 SHARES LOWES INC.
CUSIP NO. 548661107
12,856.00
200 SHARES MERRILL LYNCH & CO.
CUSIP NO. 590188108
16,410.00
214,225.2100 SHARES/PAR FED MONEY MKT-PRI
CUSIP NO. 60934N625
214,225.21
2,403.4800 SHARES/PAR FED MONEY MKT-INC.
CUSIP NO. 60934N621
2,403.48
15,000 SHARES MNTGY CO PA5% 6/1/28
CUSIP NO. 613604TP2
15,301.35
200 SHARES/PAR MOTOROLA INC.
CUSIP NO. 620076109
3.730.00
SUBTOTALSCHEDULEB
416,731.37
WEIGEL
Decedent's Name
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
RALPH
w.
21 07 0249
File Number
PagEl 2
Schedule B - Stocks & Bonds
ITEM
NUMBER
32.
33.
34.
35.
36.
37.
38.
39.
40.
41.
42.
43.
44.
45.
46.
DESCRIPTION
5,000 SHARES NRTHEST 4.7510/1/28
CUSIP NO. 664554AN2
VALUE AT DATE
OF DEATH
5,054.95
25,000 SHARES PA ST HI ED 5 4/1/29
CUSIP NO. 70917NA YO
25,610.25
65,000 SHARES/PAR PA ST REV 5% 8/1/29
CUSIP NO. 70917NDU5
67,125.50
10,000 SHARES/PAR PA TURNPK 5% 12/23
CUSIP NO. 709221 HK4
10,267.60
10,000 SHARES PA TURNPK 5% 12/1/23
CUSIP NO. 709221JX4
10,267.60
5,000 SHARES/PAR PA TURNPIKE 5% 12/23
CUSIP NO. 709221 NM3
5,165.40
15,000 SHARES/PAR PA TURNPIKE 5% 12/23
CUSIP NO. 709221 PG4
15,496.20
15,000 SHARES/PAR PHILA 5% 9/15/31
CUSIP NO. 717813EW5
15,564.00
60,000 SHARES/PAR PHILA 5.25 6/15/31
CUSIP NO. 717817HP8
62,917.80
15,000 SHARES/PAR PHILA 5.125 7/1/28
CUSIP NO. 71781EAX3
15,319.65
100 SHARES/PAR RAVENINDS INC
CUSIP NO. 754212108
2,871.00
25,000 SHARES/PAR RVR SO PA 3.3 9/1/11
GUSIP NO. 769492GM5
24,660.25
400 SHARES/PAR ROFIN-SINAR
CUSIP NO. 775043102
23,140.00
1,085.9378 SHARES/PAR T ROWE PR EQTY IN FD
GUSIP NO. 779547108
31,655.09
1,017.2940 SHARES/PAR T. ROWE INTL BD FUND
GUSIP NO. 77956H104
9,847.41
SUBTOTAL SCHEDULE B
324,962.70
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
Page 3
21 07 0249
File Number
WEIGEL
Decedent's Name
RALPH
W.
Schedule B - Stocks & Bonds
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
47. 200 SHARES/PAR ROYAL BANCSHARES 4,904.00
CUSIP NO. 780081105
48. 40,000 SHARES/PAR SHRN PA 5% 12/01/28 41,122.00
CUSIP NO. 819738AR6
49. 480 SHARES/PAR SHORE FINANCIAL 7,079.95
CUSIP NO. 82511E109
50. 50,000 SHARES SE PA 4.75 /1/24 51,181.50
CUSIP NO. 842035FAO
51. 200 SHARES/PAR SOVEREIGN BANCORP 4,960.00
CUSIP NO. 845905108
52. 400 SHARES/PAR TEAM INC. 13,464.00
CUSIP NO. 878155100
53. 100 SHARES/PAR THOMAS&BETTS CORP 4,943.00
CUSIP NO. 884315102
54. 300 SHARES/PAR TIM HORTONS INC. 8,979.00
CUSIP NO. 88706M103
55. 1,018.3300 SHARES/PAR VG IT INVESTGRD ADM 10,010.18
CUSIP NO. 922031810
56. 2,310.3230 SHARES/PAR VG ST INVESTGRD ADM 24,535.63
CUSIP NO. 922031836
57. 812.3480 SHARES/PAR VANG INFLATION #119 9,813.16
CUSIP NO. 922031869
58. 420.3450 SHARES/PAR VG GLOBAL EQUITY FD 9,516.61
CUSIP NO. 922038203
59. 248 SHARES/PAR VG 500 INDEX ADM 540 31,662.06
CUSIP NO. 922908710
60. 100 SHARES/PAR INGERSOLL RAND A 4,255.00
CUSIP NO. G4776G101
61. 600 SHARES/PAR MARVELL TECHNOLOGY 11,850.00
CUSIP NO. G5876H105
SUBTOTAL SCHEDULE B 238,276.09
GRAND TOTAL SCHEDULE B $ 1,239,660.61
REV-1508 ex + (6-98)
*'
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
WEIGEL
FILE NUMBER
RALPH W. 21 07
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property JOintly-owned with right of survivorship must be disclosed on Schedule F.
0249
ITEM
NUMBER
1.
DESCRIPTION
ORRSTOWN BANK - CHECKING ACCOUNT #111000545
VALUE AT DATE
OF DEATH
137,839.31
2.
PERSONAL PROPERTY - APPRAISAL ATTACHED
236.00
3.
CASH ON HAND
204.40
4.
2003 PT CRUISER
10,500.00
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
148.779.71
REV.1511 ex + (12-99)
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
WEIGEL RALPH
ITEM
NUMBER
A.
1.
2.
3.
B.
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
SCHEI)ULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
W.
FILE NUMBER
21 07
Debts of decedent must be reported on Schedule I.
DESCRIPTION
FUNERAL EXPENSES:
HOFFMAN-ROTH FUNERAL HOME
SSPC DEACON FUND. FUNERAL LUNCHEON
GINGRICH MEMORIALS
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative (s) SALLY ANN HOFFMAN
Social Security Number(s)/EIN Number of Personal Representative(s)
Street Address 904 CHARLES STREET
City MECHANICSBURG
Zip 17055-3942
State P A
Year(s) Commission Paid:
AttomeyFees IRWIN & McKNIGHT
Family Exemption: (If decedenfs address is not the same as c1aimanfs, attach explanation)
Claimant
Street Address
City
State
Zip
Relationship of Claimant to Decedent
Probate Fees REGISTER OF WILLS
Accountanfs Fees
Tax Return Prepare(s Fees PATRICIA A. ROSENDALE, CPA
REGISTER OF WILLS - FILING FEE
CUMBERLAND LAW JOURNAL - ESTATE NOTICE
THE SENTINEL - LEGAL - ESTATE NOTICE
ROY D. GOTTSHALL, APPRAISAL ON PERSONAL PROPERTY
DEPARTMENT OF VETERANS AFFAIRS - REIMBURSEMENT OF PENSION
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
0249
AMOUNT
9,251.78
39.44
1 ,250.00
40,750.00
41,500.00
914.00
400.00
30.00
75.00
137.03
45.00
501.00
94 893.25
REV-1512 8c + (6-98)
.
SCHEDULE.
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
WEIGEL RALPH
W.
Include unreimbursed medical expenses.
FILE NUMBER
21 07
0249
ITEM
NUMBER DESCRIPTION
1. HOWARD'S ACCOUNTING - 2006 INCOME TAXES
VALUE AT DATE
OF DEATH
370.00
2. PA DEPARTMENT OF OF REVENUE - 2006 PA TAXES
696.00
3. GREEN RIDGE VILLAGE - NURSING
709.52
4. PROGRESSIVE CASUALTY INSURANCE CO. - AUTOMOBILE INSURANCE
100.19
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
1 875.71
~.""".t..
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
RALPH w. ?1 07 0249
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not Ust Trustee(s) OF ESTATE
1. TAXABLE DISTRIBUTIONS pnclude outritt spousal distributions, and transfers under
Sec. 9116(a (1.2)]
1. RUTH ANN HUMMEL Collateral
9616 MANOR ROAD 4%
LEAWOOD, KS 66206
2. HELEN L. STARR Sibling
13 DARTMOUTH COURT 3%
MECHANICSBURG, PA 17055
3. GWENN CONNOllY Sibling
253 DEERFIELD ROAD 2%
CAMP HILL PA 17011
4. RONALD F. AND PEGGY JO COLYER Collateral
155 KERRS ROAD 30%
CARLISLE, PA 17015.9408
5. SANDRA JANIK Collateral
4219 NANTUCKET DRIVE 8%
MECHANICSBURG, PA 17050
6. PATRICIA LOGAN Collateral
207 HILL TOP ROAD 2%
BOILING SPRINGS, PA 17007-9703
7. SALLY ANN HOFFMAN Collateral
904 CHARLES STREET 10%
MECHANICSBURG, PA 17055-3942
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
n. NON.TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1. SALVATION ARMY CITADEL OFFICE (7%)
20 EAST POMFRET STREET
CARLISLE, PA 17013
2. AMERICAN HEART ASSOCIATION (7%)
1019 MUMMA ROAD
WORMLEYSBURG, PA 17043
3. AMERICAN CANCER SOCIETY CC UNIT (7%)
117 NORTH HANOVER STREET
CARLISLE, PA 17013
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV.1500 COVER SHEET $ 503,751.84
(If more space is needed, insert additional sheets of the same size)
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
WEIGEL
Decedent's Name
RALPH
W.
Page 4
21 07 0249
File Number
Schedule J - Beneficiaries - 1
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not Ust Trustee(s) OF ESTATE
I TAXABLE DISTRIBUTIONS (include outright spousal distributions)
8. LOIS HUMMEL Collateral
357 EAST 57TH STREET 2%
NEW YORK NY
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
Page 5
21 07 0249
File Number
WEIGEL
Decedent's Name
RALPH
W.
Schedule J - Beneficiaries - 2B
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
4. BETHEL GRIERS POINT UNITED METHODIST CHURCH (3%)
RD1
MARYSVILLE, PA
5. SILVER SPRING PRESBYTERIAN CHURCH (15%)
444 SILVER SPRING ROAD
MECHANICSBURG, PA 17055
SUBTOTALSCHEOULE~2B
232,500.84
LAST WILL AND TESTAMENT
I, RALPH W. WEIGEL, of Silver Spring Township, Cumberland County,
Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly
revoking ail Wills and Codicils heretofore made by me.
1. I direct my Executrix to pay all of my debts, funeral and administrative expenses as
soon as may be done conveniently after my decease.
2. I authorize and empower my Executrix to sell any realty owned by me at my death,
and not specifically devised herein, at either public or private sale, and to give good and
sufficient deeds therefor, in fee simple, as I could do ifliving.
3. I devise and bequeath all of my estate of every nature and wherever situate as follows:
(a) 30% to RONALD F. COLYER and PEGGY JO COLYER,
or the survivor;
(b) 15% to SILVER SPRING PRESBYTERIAN CHURCH, 444
Silver Spring Road, Mechanicsburg, Pennsylvania;
(c) 10% to SALLY ANN HOFFMAN, 904 Charles Street,
Mechanicsburg, Pennsylvania;
(d) 8% to SANDRA JANIK, 4219 Nantucket Street,
Mechanicsburg, Pennsylvania;
(e) 7% to the SALVATION ARMY, INC., Citadel Office, 20 East
Pomfret Street, Carlisle, Pennsylvania;
yn(~
(f) 7% to the AMERICAN HEART ASSOCIATION - PA Affiliate,
1019 Mumma Road, Wormleysburg, Pennsylvania;
(g) 7% to the AMERICAN CANCER SOCIETY, Cumberland County
Unit, 117 North Hanover Street, Carlisle, Pennsylvania;
(h) 4% to RUTH ANN HALL, 1916 Manor Road, Leewood, Kansas;
(i) 3% to HELEN L. STARR, Geneva Drive 680-3, Mechanicsburg,
Pennsylvania;
G) 3% to BETHEL GRIERS POINT UNITED METHODIST
CHURCH, R.D. #1, Marysville, Pennsylvania;
(k) 2% to GWENN CONNOLLY, 253 Deerfield Road, Camp
Hill, Pennsylvania;
(1) 2% to LOIS HUMMEL, 357 East 57th Street, New York,
New York; and
(m) 2% to PATRICIA LOGAN, 207 Hill Top Road, Boiling
Springs, Pennsylvania.
5. I nominate and appoint SALLY ANN HOFFMAN to be the Executrix of this my Last
Will and Testament; she is to serve as such without bond.
6. I hereby suggest that my personal representative retain the services of Irwin &
McKnight as attorneys in the settlement of my estate.
2
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
n
, ". day of
June, 2004.
; d (SEAL)
Signed, sealed, published and declared by RALPH W. WEIGEL, the above-named
Testator, as and for his Last Will and Testament, in the presence of us, who, at his request, in his
presence and in the presence of each other have subscribed our names as witnesses hereto.
I ~ Ii..' .
'.,'i~Zj1 W~V /(!if
( v'.
, (-1..;; L/ L/7' .'~
\/.#.'d-d ~X ,'l-'. :X;i!"I L/ kL_~tj
( ~ -
3
ACKNOWLEDGMENT AND AFFIDA VIT
WE, RALPH W. WEIGEL, MARTHA L. NOEL and SHARON L. SCHWALM, the
Testator and witnesses respectively, whose names are signed to the foregoing instrument, being
first duly sworn, do hereby declare to the undersigned authority that the Testator signed and
executed the instrument as his Last Will and Testament, that he had signed willingly, that he
executed it as his free and voluntary act for the purpose herein expressed, and that each of the
witnesses, in the presence and hearing of the Testator, signed the Will as a witness and that to the
best of their knowledge the Testator was, at that time, eighteen years of age or older, of sound
mind and under no constraint or undue influence.
rf?/
0.:. ~ ,,-._
I
/ J)}-
RALPH . WEIGEL
, ,/ ..1,/' .- /" t ('
'--/ 1/ n If/\..:./ L-.- .~
/1 II iHC'\,O,<i', " Lu/
" MARTHA L. NOEL
\
'~t17 " . - J;1f..... ~1.A:'" ,,"
. /1/1' c' ~L ( '. /(!. /-t./:....;d,. -vn./
. SHARONL.SCHWALM
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF CUMBERLAND
Subscribed, sworn to and acknowledged before me by RALPH W. WEIGEL, the
Testator herein, and subscribed and sworn to before me by MARTHA L. NOEL and SHARON
...
L. SCOW ALM, witnesses, this I v . day of June, 2004.
:3 . c6~
Public
"'_. larial Seal
Roger' ,Irwin, Notary Public
Carlisle Bora, Cumberland County
My Commission Expires Oct. 3. 2004
Member, Pennsylvania Associalion of Notaries
4
ORRSTOWN
FINANCIAL ADVISORS
A Tradition of Excellence
Account: 50 00 2150 0 11 RALPH W. WEIGEL
INVESTMENT HOLDINGS AS OF 3/3/07 (000)
Cusio No. Security Name Shares I Par DOD VALUE DOD PRICE ACCRUED INCOME
007865108 AEROPOSTALE,INC 300.0000 10,797.00 35.99
01728ARW8 ALLEG PA 4.875 2026 65,000.0000 66,639.95 102.523 950.63
030371108 AM VANGUARD CORP 600.0000 10,272.00 17.12
031162100 AMGEN INC 100.0000 6,203.00 62.03
115236101 BROWN & BROWN INC 200.0000 5,550.00 27.75
194162103 COLGATE-PALMOLIVE 100.0000 6,672.00 66.72
20030N101 COM CAST CORP NEW A 300.0000 7,623.00 25.41
224318AT2 CRNBRY TWP PA 5.1 % 25,000.0000 26,353.25 105.413 7.08
23061 NB09 CUMBCO 5.5 11/1130 5,000.0000 5,318.90 106.378 93.19
237194105 DARDEN RESTAURANTS 200.0000 7,954.00 39.77
252787106 UIT DIAMONDS SRS 1 100.0000 12,141.00 121.41
253393102 DICKS SPORTING GOODS 100.0000 5,052.00 50.52
3133107JO FFCB 5.24 8/8/13 25,000.0000 24,773.50 99.094 90.97
31339YQA3 FHLB 5% 8/6/13 25,000.0000 24,648.50 98.594 93.75
3133X2RG2 FHLB 4.3512/29/08 25,000.0000 24,734.50 98.938 193.33
3133XDVG3 FHLB 5.275 11/30/10 15,000.0000 14,957.85 99.719 204.41
314280101 FED TOTAL RETURN BD 2,817.8770 29,925.85 10.62
349631101 FORTUNE BRANDS 200.0000 15,988.00 79.94
362055T70 GNMA 9% 9/15/08 115.6800 117.73 101.773 0.52
36218EFA4 GNMA 9% 7/15/17 297.0900 317.95 107.022 1.34
427866108 HERSHEY FOODS 200.0000 10,676.00 53.38
48023P106 JONES SODA CO 2,300.0000 28,750.00 12.5
480838101 JOS A BANK CLOTHIERS 100.0000 3,011.00 30.11
502424104 L3 COMMUNICATIONS 200.0000 17,108.00 85.54
524805E79 LEHICO PA 5% 7/1/28 45,000.0000 45,910.80 102.024 381.25
548661107 LOWES INC 400.0000 12,856.00 32.14
590188108 MERRILL LYNCH & CO 200.0000 16,410.00 82.05
60934N625 FED MONEY MKT-PRI 214,225.2100 214,225.21 1.00
60934N621 FED MONEY MKT-INC 2,403.4800 2,403.48 1.00
613604TP2 MNTGY CO PA5% 6/1/28 15,000.0000 15,301.35 102.009 191.67
620076109 MOTOROLA INC 200.0000 3,730.00 18.65
664554AN2 NRTHEST 4.7510/1/28 5,000.0000 5,054.95 101.099 99.62
70917NA YO PA ST HI ED 5 4/1/29 25,000.0000 25,610.25 102.441 524.31
70917NDU5 PA ST REV 5% 8/1129 65,000.0000 67,125.50 103.27 288.89
709221 HK4 PA TURNPK 5% 12/23 10,000.0000 10.267.60 102.676 127.78
709221JX4 PA TURNPK 5% 12/1/23 10,000.0000 10,267.60 102.676 127.78
709221 NM3 PA TURNPIKE 5% 12/23 5,000.0000 5,165.40 103.308 54.86
709221 PG4 PA TURNPIKE 5% 12/23 15,000.0000 15,496.20 103.308 164.58
. 717813EW5 PHILA 5% 9/15/31 15,000.0000 15,564.00 103.76 350.00
717817HP8 PHILA 5.25 6/15/31 60,000.0000 62,917.80 104.863 682.50
71781EAX3 PHILA 5.125 7/1/28 15,000.0000 15,319.65 102.131 130.26
754212108 RAVENINDSINC 100.0000 2,871.00 28.71
769492GM5 RVR SD PA 3.3 9/1/11 25,000.0000 24,660.25 98.641 4.58
775043102 ROFIN-SINAR 400.0000 23,140.00 57.85
779547108 T ROWE PR EQTY IN FD 1,085.9378 31,655.09 29.15
77956H 104 T ROWE fNTL SD FUND 1,017.2940 9,847.41 9.68
780081105 ROYAL BANCSHARES 200.0000 4,904.00 24.52
819738AR6 SHRN PA 5% 12/01/28 40,000.0000 41,122.00 102.805 511.11
82511E109 SHORE FINANCIAL 480.0000 7,079.95 14.7499
842035FAO SE PA 4.753/1124 50,000.0000 51,181.50 102.363 13.19
845905108 SOVEREIGN BANCORP 200.0000 4,960.00 24.8
878155100 TEAM INC 400.0000 13,464.00 33.66
884315102 THOMAS&BETTS CORP 100.0000 4,943.00 49.43
88706M103 TIM HORTONS INC 300.0000 8,979.00 29.93 16.76
922031810 VG IT INVESTGRD ADM 1,018.3300 10,010.18 9.83
922031836 VG ST INVESTGRD ADM 2,310.3230 24,535.63 10.62
922031869 VANG INFLATION #119 812.3480 9,813.16 12.08
922038203 VG GLOBAL EQUITY FD 420.3450 9,516.61 22.64
922908710 VG 500 INDEX ADM 540 248.2520 31,662.06 127.54
O4776G101 INGERSOLL RAND A 100.0000 4,255.00 42.55
G5876H105 MARVELLTECHNOLOGY 600.0000 11,850.00 19.75
820,452.1668 1,239,660.6' 5,304.36
-. .~~
S~hifs
Orrstown Financial Advisors
~
ORRSTOWN
BANK
A Tradition of Excellence
March 13,2007
77 East King Street
P.O. Box 250
Shippensburg, PA 17257
TO: Law Offices of Irwin & McKnight
60 West Pomfret Street
Carlisle, PA 17013-3222
FROM: Andrew G Ott
Customer Service Officer
P.O. BOX 250
SHIPPENSBURG PA 17257-0250
~1&~iUWli~
APR 0 5
RE: ESTATE OF RALPH W WEIGEL
IR\Vn~ & lvicKNIGHT
DATE OF DEATH: March 3, 2007
IT IS HEREBY CERTIFIED THAT THE ABOVE NAMED DECEDENT HAD, ON THE ABOVE DATE, THE
FOLLOWING ACCOUNTS WITH ORRSTOWN BANK:
CHECKING ACCOUNTS
ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPAL & ACCRUED INTEREST
111000545
Ralph W Weiael
06/18/02
137.630.65 & 208.66 = 137.839.31
SAVINGS ACCOUNTS
ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPAL & ACCRUED INTEREST
CERTIFICATES OF DEPOSIT
ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPAL & ACCRUED INTEREST
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