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Home My WebLink About06-27-07 (2) , . -.J 1SDSbD41147 REV-1500 EX (06-05) PA Department of Revenue Bureau of Individual Taxes .~ PO BOX.280601 ~ Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death OFFICIAL USE ONLY County Code Year INHERITANCE TAX RETURN RESIDENT DECEDENT 2 1 0 6 File Number 0992 Decedent's Last Name Suffix Date of Birth 02141916 Decedent's First Name MI MILDRED V Spouse's First Name MI A. K 168367895 10182006 HANDS HEW (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix HANDSHEW Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW [!] 1. Original Retum 4. limited Estate o 2. Supplemental Retum o o o 4a. Future Interest Compromise (date of death after 12-12~2) o o 3. Remainder Retum (date of death prior to 12-13-82) 5. Federal Estate Tax Retum Required o 00 o 6. Decedent Died Testate (Attach Copy of Will) 7 Decedent Maintained a Living Trust . (Attach Copy of Trust) 8. Total Number of Safe Deposit Boxes 9. Litigation Proceeds Received 1 0 Spousal Poverty Credtt (date of death . between 12-31-91 and 1-1-95) o 11. Election to tax under Sec. 9113(A) (Attach Sch. 0) Firm Name (If Applicable) ~ORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: ame Daytime Telephone Number JERRY A. WEIGLE ESQUIRE 7175327388 g ~~ (1 ..... 'c") "";J REGISTERt'-'. ~ USlbNL y<:~:2-j '..- .- ,'i1 :D~'- N I' 0 c--.- Zi'"1"1 -.J - 0:fcfi~ S ~ c'JOO -0 . ~ :."0 0." :s . , C) () r- ':", r-n p ~ C:f!'~ 'J '~~ :g ~ DATE FILED WEIGLE & ASSOCIATES, P.C. First line of address 126 EAST KING STREET Second line of address City or Post OffIce SHIPPENSBURG State PA ZIP Code 17257 Correspondent's e-mail address: Under penalties of ~~ury, I declare that I have examined this retum, including accompan~ng schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knOWledge. SIGNATURE OF PERSON RESPONSIBLE~ FILING RETURN DATE 0-LUt.a ~ Gr A'if--: Anna Jane Tritt (0 - / Lj-o 7 ADDRESS ~ DATE A. Weigle Esquire 0-/ Side 1 L 15056041147 1SD5bD41147 -.J PA Inheritance Tax Return Signature of Additional Fiduciaries ESTATE OF FILE NUMBER Handshew, Mildred V. 21-06-0992 Under penalties of pe~ury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. Signature #2 r1~~)~ Betty Jean 8 333 Orchard nue Name Address1 Address2 City, State, Zip Somerdale, NJ 08083 Date 0-IY-07 , . .-J 1SDSbD4214& REV-1500 EX Oecedenl'sName: Mildred V. Handshew RECAPITULATION 1. Real Estate (Schedule A).......................................................................................... 1. 2. Stocks and Bonds (Schedule B)............................................................................... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C).......... 3. 4. Mortgages & Notes Receivable (Schedule D).......................................................... 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E)................ 5. 6. Jointly Owned Property (Schedule F) D Separate Billing Requested............. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) D Separate Billing Requested............. 7. 8. Total Gross Assets (total Lines 1-7)....................................................................... 8. Decedent's Social Security Number 168367895 480.871.22 480.871 22 41,859 90 806 38 42.666 28 438.204 94 2.000 00 436.204 94 9. Funeral Expenses & Administrative Costs (Schedule H)......................................... 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)................................ 10. 11. Total Deductions (total Lines 9 & 10)...................................................................... 11. 12. Net Value of Estate (Line 8 minus Line 11)............................................................. 12. 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J)................................................. 13. 14. Net Value Subject to Tax (Line 12 minus Line 13)................................................. 14. TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, of transfers under Sec. 9116 (a)(1.2) X ~ 16. Amount of Line 14 taxable at lineal rate X .045 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 945 00 15. 435.259 94 16. o 00 17. o 00 18. 19. Tax Due..... ....... .................................. .................... ................................... ...... .......... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. L Side 2 1SD5bD42148 o 00 19.58670 o 00 o 00 19.586 70 D 15DSbD42148 .-J REV-1500 EX Page 3 Decedent's Complete Address: File Number 21-06-0992 DECEDENT'S NAME Mildred V. Handshew STREET ADDRESS Green Ridge Village, 210 Big Spring Road, Newville, 210 Big Spring Road CITY I STATE IZIP Newville PA 17241 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. CreditslPayments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 19,586.70 18,000.00 947.37 3. InteresVPenalty if applicable D. Interest E. Penalty Total Credits (A + B + C) (2) 18,947.37 TotallnteresVPenalty (D + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. 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. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (3) (4) (5) 639.33 (5A) (5B) 639.33 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS Yes No D ~ D ~ D ~ D ~ D ~ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... D ~ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation?..................................................................................................................... D ~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 1. Did decedent make a transfer and: a. retain the use or income of the property transferred;.................................................................................. b. retain the right to designate who shall use the property transferred or its income;.................................... c. retain a reversionary interest; or............. ............ ......................................................................................... d. receive the promise for life of either payments, benefits or care?.............................................................. 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?...................................... ........... ............. ................... ........... .......................... For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. ~9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. ~9116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. S9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. S9116 1.2) [72 P.S. ~9116 (a) (1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. ~9116 (a) (1.3)]. A sibling is defined under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. '. Rev-1508EX+ (8.98) . SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY C~TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Handshew, Mildred V. FILE NUMBER 21-06-0992 Include the proceeds of 1"lgallon and lhe dale the proceeds were received by tha estale. All property Jolnlly-owned with the right of survivorship must be dlec:loeed on schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Check on hand at date of death - Prudential Financial 8,945.84 2 Blue Cross refund of premium - credited to Orrstown Bank Money Market Checking 209.46 Account #804738 prior to closing 3 Deposit in transit at date of death - to Orrstown Bank Money Market Checking 544.00 Account #804738 4 Orrstown Bank Investment Account #50001047001 465,121.06 Accrued interest on Item 4 through date of death 1,975.27 5 Orrstown Bank Money Market Checking Account #804738 2,424.71 Accrued interest on Item 5 through date of death 0.88 6 Personal Property per appraisal - specific bequest to spouse 945.00 7 Personal Property per appraisal - specific bequests to daughters 705.00 TOTAL (Also enter on Line 5, Recapitulation) 480,871.22 (If more space is needed. additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group. Inc. Form PA-1500 Schedule E (Rev. 6-98) '. REV-1151 'EX+ (12-") . SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER 21-06-0992 Handshew, Mildred V. Debts of decedent must be reported on Schedule I. ITEM NUMBER A. FUNERAL EXPENSES: B. DESCRIPTION AMOUNT See continuation schedule(s) attached 9,166.40 1. ADMINISTRATIVE COSTS: Personal Representative's Commissions Anna Jane Tritt Betty Jean Bates Social Security Number(s) I EIN Number of Personal Representative(s): Street Address 7404 Hilltop Drive City Frederick State MD Zip 21702-3629 Year(s) Commission paid 2006-2007 See continuation schedule(s) attached 17,404.00 Attorney's Fees See continuation schedule(s) attached 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant 2. 14,426.00 Street Address City Relationship of Claimant to Decedent State Zip 4. Probate Fees Register of Wills, Cumberland County 452.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs See continuation schedule(s) attached 411.50 TOTAL (Also enter on line 9, Recapitulation) 41,859.90 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA.1500 Schedule H (Rev. 6-98) . .Rev-1H2 EX+ (8-H) *' SCHEDULE H-A FUNERAL EXPENSES continued COMMONWEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Handshew, Mildred V. FILE NUMBER 21-06-0992 ITEM NUMBER DESCRIPTION AMOUNT 1 Fogelsanger-Bricker Funeral Home 9.166.40 Subtotal 9.166.40 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-A (Rev. 6-98) . Rev-1H2 EX+ (....) . SCHEDULE H.B1 PERSONAL REI'RESENTA liVE'S COMMISSIONS continued COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RE6IlENT DECEDENT ESTATE OF Handshew, Mildred V. FILE NUMBER 21-06-0992 ITEM NUMBER DESCRIPTION AMOUNT 1 Anna Jane Tritt, Co-Executrix - partial commission 8.000.00 2 Anna Jane Tritt, Co-Executrix - balance of commission 702.00 3 Betty Jean Bates, Co-Executrix - balance of commission 702.00 4 Betty Jean Bates, Co-Executrix - partial commission 8,000.00 Subtotal 17.404.00 Copyright (c) 2002 form software only The Lackner Group. Inc. Form PA-1500 Schedule H-B1 (Rev. 6-98) . . Rey.1502 Ex+ (l.tI, *' SCHEDULE H.82 ATTORNEY'S FEES continued CCIMMONWEAlTH OF PENNSYLVANA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Handshew, Mildred V. FILE NUMBER 21-06-0992 ITEM NUMBER 1 DESCRIPTION Weigle & Associates, P .C. - partial attorney fee AMOUNT 2.000.00 2 Weigle & Associates, P.C. - balance of attorney fee 12.426.00 Subtotal 14.426.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B2 (Rev. 6-98) ---",,,--,,--,,,,!,--,~~,.~ ReY.1I0ZOEX+ (1.81) *' SCHEDULE H.B7 OTHER ADMINISTRATIVE COSTS continued CClMMONWEALTH OF PENNSYLVAMA INHERITANCE TAX RETURN RE8IllENT DECEDENT ESTATE OF Handshew, Mildred V. FILE NUMBER 21-06-0992 ITEM NUMBER 1 DESCRIPTION Cumberland Law Journal - advertising Letters Testamentary AMOUNT 75.00 2 Linda K. Klein - notary fees 22.00 3 News Chronicle - advertising Letters Testamentary 101.00 4 Register of Wills, Cumberland County - filing PA Inheritance Tax Return 15.00 5 Register of Wills, Cumberland County - filing Family Settlement Agreement 100.00 6 Terry L. Shetter, Auctioneer - appraisal of personal property 75.00 7 Weigle & Associates, P.C. - reimbursement for postage, xerox copies, and long distance telephone calls 23.50 Subtotal 411.50 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA.1500 Schedule H-B7 (Rev. 6-98) T~ ,.'-rt t_if-;>:i>iit<'t .,"""'--.-,~ Rev.11112'EX+ (lI-lI' *' SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIlENT DECEDENT ESTATE OF Handshew, Mildred V. FILE NUMBER 21-06-0992 Includ. un...lmbu....d mecllcal .xpen.... ITEM NUMBER DESCRIPTION 1 PA Department of Revenue - 2006 PA 40 state income tax VALUE AT DATE OF DEATH 505.00 2 State Employes Retirement System - refund of overpayment 301.38 TOTAL (Also enter on Line 10, Recapitulation) 806.38 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group. Inc. Form PA-1500 Schedule I (Rev. 6-98) REV.1513'EX+ '8.00) . SCHEDULE .. BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF NUMBER Handshew, Mildred V. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal aistributions.,( and transfers under Sec. ~116(a)(1.2)) RELATIONSHIP TO DECEDENT Do Not Uat Truateelal I. 1 A. Kurtz Handshew 9653 Forest Ridge Road Shippensburg, PA 17257 Spouse 2 Betty Jean Bates 333 Orchard Avenue Somerdale, NJ 08083 Mildred Kay Shotsberger 11 Lakeview Drive Bridgeton, NJ 08302 Daughter 3 Daughter 4 Anna Jane Tritt 7404 Hilltop Drive Frederick, MD 21702-3629 Daughter FILE NUMBER 21-0&-0992 SHARE OF ESTATE AMOUNT OF ESTATE (Words) ($$$) Specific Bequest Specific Bequests plus 1/3 of Residuary Specific Bequests plus 1/3 of Residuary Specific Bequests plus 1/3 of Residuary 945.00 145,121.65 145,111.65 145,026.64 Total 436,204.94 Enter dollar amounts for distributions shown above on lines 5 through 18, as appropnate, on Rev 1500 cover sheet II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS See continuation schedule(s) attached Copyright (c) 2002 form software only The Lackner Group, Inc. TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET Form PA-1500 Schedule J (Rev. 6-98) 2,000.00 2,000.00 Rev-1S02'EX+ (...., *' SCHEDULE .I.IIB CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS continued COMMClNWEAI. TH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Handshew, Mildred V. FILE NUMBER 21-06-0992 ITEM NUMBER DESCRIPTION AMOUNT 1 Grace United Church of Christ 121 East Orange Street Shlppensburg, PA 17257 2.000.00 Subtotal 2.000.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J-IIB (Rev. 6-98) .. LAST WILL AND TEST AMENT I, MILDRED V. HANDSHEW, of9653 Forest Ridge Road, Shippensburg, Franklin County, Pennsylvania, being of sound mind, memory and disposition, do hereby make, publish and declare this my Last Will and Testament, hereby revoking and making void all wills by me at any time heretofore made. FIRST. I order and direct the payment of all my legally enforceable debts and funeral expenses as soon as may be convenient after my decease. SECOND. I give and bequeath the following items of personal property to my daughter, MILDRED KA Y SHOTSBERGER: 1. My metal spittoon. 2. My Oneida Community silver including, but not necessarily limited to the following items: 8 dinner knives, 8 dinner forks, 8 dessert or salad forks, 7 teaspoons, 2 ice teaspoons, 5 butter spreaders, 5 serving spoons, 1 sugar spoon, and 1 small ladle. 3. My William Rogers & Son silver initialed with "K" including, but not necessarily limited to the following items: 7 dinner knives, 8 dinner forks, 8 dessert or salad forks, 1 butter knife, 8 soup or serving spoons, and 16 teaspoons. 4. My Oneida sterling silverware including, but not necessarily limited to the following items: 12 knives, 12 dinner forks, 12 dessert or salad forks, 12 teaspoons, 12 soup spoons, 12 butter spreaders, 1 gravy ladle, 1 serving spoon, and 1 pickle fork. 5. My Wallace pie server. TIDRD. I give and bequeath the following items of personal property to my daughter, BETTY JEAN BATES: 1. My American Pattern crystal including, but not necessarily limited to the following items: 12 water glasses, 12 sherbert bowls, 12 plates, 12 cups and saucers, 1 sugar and creamer with carrier, 2 double candle holders, 1 relish dish, 1 fruit compote, and 8 old fashioned glasses. 2. My 6 silver-rimmed wine glasses. 3. My 6 frosted-design wine glasses. ;,~ 2l,;J~AL) MARK. WEIGLE AND PERKINS _ ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG. PA 17257-1397 4. My 8 small fruit juice glasses with frosted designs 5. My 12 water glasses and 12 sherbert glasses, all with frosted designs. FOURTH. I give and bequeath to my daughter, ANNA JANE TRITT, my gold Elgin key wind lady's pocket watch and wooden box container and my display dome located in the living room of my home. FIFTH. I give and bequeath to Grace United Church of Christ, TWO THOUSAND DOLLARS ($2,000.00) to be used as SIXTH. I give and bequeath to my beloved husband, A. KURTZ HANDSHEW, all the furniture located in my home. SEVENTH. I give, devise and bequeath all the rest and residue of my estate, real, personal and mixed, whatsoever and wheresoever situate, to my children, namely, ANNA JANE TRITT, BETTY JEAN BATES, and MILDRED KAY SHOTSBERG, on a per stirpes distribution basis. EIGHTH. I nominate, constitute and appoint my daughters, ANNA JANE TRITT and BETTY JEAN BATES, or the survivor thereof, to be the Co-Executrices of this my Last Will and Testament. NINTH. I hereby direct that all federal, state and other death taxes payable because of my death, with respect to the property forming my gross estate for tax purposes, whether or not passing under this Will, including any interest or penalty imposed in connection with such taxes, shall be considered a part of the expense of administration of my estate and that such be paid out of the rest and residue of my estate. TENTH. I direct that my personal representatives shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I, MILDRED V. HANDSHW, have hereunto set my hand ~d s~al t~ this my L~t Will ~d Testame!lt.,writtenpn two pages, the first page signed for IdentIficatIon only, this 3 D.xhiay of I7F1~ ,2000. 1J'~UsJJ CV7~U2MY (SEAL) MARK. WEIGLE AND PERKINS - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257-1397 COMMONWEALTH OF PENNSYL VANIA COUNTY OF CUMBERL~ /, jjJ J. ' / : SS. ~:/ We, ~~i: ~Ltl~~~~ the witnesses whose names are signed to the foregoing instrument, being dilly qualified according to law, do depose and say that we were present and saw MILDRED V. HANDSHEW, the Testatrix, sign and execute the instrument as her Last Will; that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix, signed the will as witnesses; and that to the best of our knowledge the Testatrix was at the time eighteen (18) or more years of age and of sound mind and under no co I ,2000. [--- NOTARIAL SEAL SI - Jerry A Weigle Notary Public ,Mv ~~~~~S,~_;~?; P/\ ::-umberiand County ._,-"-.'c.CC.'.H')'C_.. _Q'=!QQ~r 07 2002 MARK, WEIGLE AND PERKINS - ATTORNEYS AT LAW - 126 EAST KING STREET _ SHIPPENSBURG, PA 17257-1397 .. This instrument was by the Testatrix, on the date hereof, signed, published and declared by her to be her Last Will and Testament, in our presence, who at her request and in the presence of each other, we believing her to be of sound and disposing mind and memory, have hereunto subscribed our names as witnesses. ~~cf;'!Jf# ~d.~~ / / .-' COMMONWEALTH OF PENNSYL VANIA SS. COUNTY OF CUMBERLAND I, MILDRED V. HANDSHEW, the person whose name is signed to the foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. ~jrU;i~ Z~f/~u4j(J-~if Sworn or affirmed tO~d ackno ledged befo~y MILD D V. ER, the Testatrix, /~ ~day of . ,2000. L 01 GJ ~ NOTARIAL SEAL Jerry A Weigle, Notary Public Shippensburg. PA Cumberland County M Comrn.lc,,':Jg}lE::';:~2~Q~jgt).er 07 2002 MARK, WEIGLE AND PERKINS - ATTORNEYS AT LAW - 126 EAST KING STREET _ SHIPPENSBURG. PA 17257-1397 Account: ORRSTOWN FINANCIAL ADVISORS A Tradition oiExcellence 50001047001 'MILDRED V HANDSHEW DOD VALUES AS OF 10/18/2006 ICUSlp No. IsecurIty Name D Shares I parD DOD PRICE I DOD VALUEIACCRUED INCOME 017350M63 ALLEG PA 5.6% 11/13 20,000.??oo 103.224 20,644.80 $519.55 02209S103 AL TRIA GROUP INC 300.??oo 78.29 23,487.00 023362FC5 AMBR PA 5.011-01-11 10,000.??oo 101.598 10,159.80 $231.95 04344099T OB TIME DEPOSIT OPEN 100,000.??oo 1.00 100,000.00 $259.50 049560105 ATMOS ENERGY CORP' 200.??oo 29.9 5,980.00 . 115236101 BROWN & BROWN INC 400.??oo 30.43 12,172.00 138098108 CANTEL MEDICAL CORP 200.??oo 13.48 2,696.00 191216100 COCA-GOLA CO 100.??oo 43.93 4,393.00 25746U109 DOMINION RES VA NEW 100.??oo 80.22 8,022.00 26441C105 DUKE ENRGY HLDG CORP 100.??oo 31.13 3,113.00 294741103 EOUITY OFFICE PROP 300.??oo 41.96 12,588.00 314280101 FED TOTAL RETURN BD 964.3200 10.49 10,115.72 314280747 FED ULTRASHORT BD 736.8420 9.36 6,896.84 349631101 FORTUNE BRANDS 100.??oo 75.5 7,550.00 369604103 GENERAL ELECTRIC 200.??oo 35.65 7,130.00 $50.00 370442816 GEN MOTORS PERFERRED 200.??oo 18.61 3,722.00 427866108 HERSHEY FOODS 200.??oo 52.83 10,566.00 458140100 INTEL CORP 300.??oo 21.33 6,399.00 519804GC6 LAWRNCE PA 2.55 3/10 25,000.??oo 95.417 23,854.25 $83.23 596278101 MIDDLEBY CORP 200.??oo 89.n 17,954.00 60934NE!25 FED MONEY MKT-PRI 1,024.1800 1.00 1,024.18 $2.66 66304M105 NORTH VALLEY BANC 300.??oo 18.6 5,580.00 709141DJ1 PA GO 5.125 3-15-07 25,000.??oo 100.734 25,183.50 $117.45 709141ZF5 PA ST 1ST 51/1/13 25,000.??oo 107.758 26,939.50 $364.58 709141Z01 PA ST 4.75 1/1/22 25,000.??oo 103.765 25,941.25 $346.35 713448108 PEPSICO INC 100.??oo 62.86 6,286.00 754212108 RAVEN INDS INC 200.??oo 31.13 6,22ti.00 859317109 STERLING FINL CORP 500.0000 23.03 11,515.00 922031760 VG HIGH YLD ADM .529 2,540.1570 6.13 15,571.16 922031810 VG IT INVESTGRD ADM 1,026.6940 9.63 9,887.06 92343V104 VERIZON COMM 200.??oo 36.66 7,332.00 969904101 WILLIAMS SONOMA INC 200.??oo 33.11 6,622.00 G4n6G1 01 INGERSOLL RAND A 200.0000 41.03 8,206.00 G96655108 WILLIS GROUP HLDGS 300.??oo 37.88 11,364.00 $465,121.06 $1,975.27 :~~ ORRSTOWN BANK Trust and Investment Services 77 East King Street P.O. Box 250 Shippensburg, PA 17257 1-888-0RRSTOWN MILDRED V. HANDS HEW MONEY MARKET CHECKING ACCOUNT #804738. Calculated account balance as of date of death, October 18,2006: $2,424.71 Accrued income to date.of death: .88 Total: $2,425.59 SecuriIies and other Ima1meot products oft'eftd 1hrougb. FmaDcial Network Imatment Corporation, a securiIk's broJrI!r dealer, member SIPC. Insuraoce produds oft'eftd through FN Insuraoce Se:rvlmi, a Iia:nscd IOsuraoce lIFDCY. The OrrsrownBank aDd Financial Network are DOt aftDIaIl:d. FmaDcial Netwcd and FN Insuraoce Services are aftllIared. NOT A DEPOSrr NOT FDIC INSURED NO BANK GUARANTEE NOT FEDERAL GOVl' AGENCY INSURED MAY LOSE VALUE . !! JAN-'S-07 09'03 PM SHETTER. TERRY 7172641445 P.01 TeKry L. S'hetteA" Auct'~/APPY~SEWV~ 365 Musser Road, Shippensburg, P A 17257 717-264..3885 ITEMS APPRAISAL YAl"UE $75.00 $500.00 5150,00 $65.00 $70,00 $85,00 Flowered living room suite Cherry dining room suite with 6 chairs 4 piece Waterfall bedroom suite Wulnut chair Shippensburg State College chair Sterling silverware in case TOTAL: $945.00 AI>PRAISAL FEE: 575.00 Received Time Jan. 15. 6:42PM ~--~~ . ~" "1IiiiiJII---~.' -~7-.-~ii/I' -~ ....T"""I.-; '~-'---""''''''~''lf'k . T~ry L. S~ Auct'~/Appr~sEW\l~ 365 Musser Road, Shippensburg, PA 17257 717-264-3885 Appraisal for (additional items): The Estate of Mildred Handshew. 9653 Forest Ridge, Shippensburg, P A 17257 Date: 5-15-07 I"I'ILMS APPRAISAL V AJ,UE 50.00 25.00 70.00 100.00 15.00 150.00 35.00 30.00 25.00 30.00 175.00 Melal spittoon , ()neida Community sil""rware William Rogers & Son silver Oneida sterling silverware in case Wallace pie server American Patlem crystal 5 silver-rimmed wine glasses 6 frostcd--design wine glasses 8 small fruit juice glasses with frosted designs 12 water gla.\isCS &. 12 sherbet glasses with frosted design Gold Elgin key-wind lady's pocket watch TOTAL: APPRAISAL FER: $35.00 Received Time MaY.16. 7:11PM $705.00