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Home My WebLink About03-18-08 --.J 15056051058 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. I) ) A 7 RESIDENT DECEDENT (YJ U File Number Date of Birth 203-28-0995 06/19/2007 09/02/1931 Decedent's Last Name Suffix Decedent's First Name MI PORTER PATRICIA S (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW . 1. Original Return 2. Supplemental Return 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach Copy oITrust) 10. Spousal Poverty Credit (date of death 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. 0) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number 4. Limited Estate . 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received 8. Total Number of Safe Deposit Boxes CHARLENEFEUCHTENBERGER (717) 530-2614 Firm Name (If Applicable) ORRSTOWN BANK .; .'-) REGISTER QiJVILLS US~: o~-., o ::-..~ ; ::n -,-, !:t > :';;';;:J First line of address 77 EAST KING STREET co Second line of address ~ P.O. BOX 250 City or Post Office State ZIP Code j) Df,TE?ILEO SHIPPENSBURG, PA 17257 c.) \.D 5A~bH:J' fA ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 L 15056051058 15056051058 --.J ;iV ---1 15056052059 REV-1500 EX Decedent's Name: PATRICIA S PORTER RECAPITULATION 1. Real estate (Schedule A). 2. Stocks and Bonds (Schedule B) 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) . 6. Jointly Owned Property (Schedule F) Separate Billing Requested. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) Separate Billing Requested. . 8. Total Gross Assets (total Lines 1-7). . . . 9. Funeral Expenses & Administrative Costs (Schedule H). . 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I). . ..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, or transfers under Sec. 9116 (a)(1.2) XO _ 15. 16. Amount of Line 14 taxable at lineal rate X.O 45 656,022.77 16. 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable at collateral rate X .15 18. 19 TAX DUE. . . 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT L 15056052059 Side 2 203-28-0995 Decedent's Social Security Number 1. 2. 5. 6. 7. 8. 9. 15056052059 100.00 269,595.96 44,972.23 105,885.00 279,008.46 699,561.65 38,611.67 4,927.21 43,538.88 656,022.77 0.00 656,022.77 29,521.02 29,521.02 ---1 REV-1500 EX Page 3 Decedent's Complete Address: DECEDENT'S NAME PATI~ICIA S PORTER STREET ADDRESS 621 S WHITEHill DRIVE File Number 21 07 0626 DECEDENT'S SOCIAL SECURITY NUMBER 203-28-0995 CITY MECHANICSBURG STATE PA ZIP 17050 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 29,521.02 23,105.84 1,476.05 3. IntemstlPenalty if applicable D. Interest E. Penalty Total Credits ( A + B + C ) (2) 24,581.89 Total Interest/Penalty ( D + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in avalon Page 2, Line 20 to request a refund. (4) 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5A) (5B) 4,939.13 0.00 4,939.13 A. Enter the interest on the tax due. Make Check Payable to: REGISTER OF WILLS, AGENT 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;.......................................................................................... [iJ 0 b. retain the right to designate who shall use the property transferred or its income; ............................................ [iJ 0 c. retain a reversionary interest; or.......................................................................................................................... Ii] 0 d. receive the promise for life of either payments, benefits or care? ...................................................................... Ii] 0 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ............................................................................................................. [iJ 0 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. [iJ 0 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ [iJ 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 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 exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a taK 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. ~9116(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 14.5) percent except as notea in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)]. The tax rCite 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. COMMONWEAUH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF POFnER, PATRICIA S. FILE NUMBER 21-07-0626 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. LEASE INTEREST IN 62 ACRES, OIL AND GAS MINERAL RIGHTS. POTTER COUNTY. PENNSYLVANIA @ LEASE VALUE 100.00 I . I I I TOTAL (Also enter on line 1. Recapitulationl I $ ilf more space is needed. insert additional sheets of the same size) 100.00 JUNE 18, 2001 NOTICE-CHANGE OF PREDETERIMlNED RATIO You are hereby notified that the Potter County Board of Commissioners, by Resolution 2001-5 adopted on June 14,2001, elected to change the predetermined assessment ratio from 25% to 100% of the 1977 market value for all property in Potter County for the year 2002. As a result of this action, the assessed value of your property has been changed for the 2002 tax year as follows: OWNER: STOWE HELEN 208 BROAD ST PORT ALLEGANYPA 16743 2001 ASSESSED VALUE AT 25% Old Value = $15 CONTROL NO.: 140 - 040487 PARCEL NO.: 140 DESCRIPTION: 2002 ASSESSED VALUE AT 100% New Value = $60 Any person aggrieved by this change may appeal by filing a notice of intention to appeal form, within forty(40) days of this notice, with the Potter County Board of Assessment Appeals, Potter County Courthouse Coudersport, PA 16915. Appeal forms may be secured at the Potter County Assessment Office in the Potter County Courthouse, or by sending a request for appeal form, along with a self-addressed stamped envelope to the above address. Questions may be directed to the Potter County Assessment Office at (814) 274-0488. Dear Potter County Taxpayer, A change in predetermined assessment ratio will not be the cause of a tax increase. Only the taxing authorities can increase your taxes by raising your tax rates. Potter County is initiating an assessment ratio change to take effect in the year 2002. This means your property will be assessed at 100% of 1977 market value rather than 25%. Basically your 1977 market value remains the same and the predetermined ratio increases from 25% to 100%. AU Taxing districts and authorities will be required to reduce their millal:e rates accordingly. The millage is the rate at which you are taxed. The example below is how the change should affect your County Tax. Pennsylvania law requires that in the year a ratio change becomes effective, county and municipal tax rates may only increase 5%; school district tax rates may only increase 10%. Any faTing district exceeding those limits may do so only by Court Order. Potter County Board of Commissioners "Example" of Tax Calculation for County Tax: Year 1977 Market Value X Predetermined Ratio = Assessed Value X Millage Rate = County Taxes 2001 $60 X 25% = $15 X 31. 25 Mills = $.46 or .25 or .03125 20021 S60 X 100% = S60 X 7.8125 Mills = S.46 or 1. 00 or .0078125 i I L--! "'-- ~ !i.~ QI .. Q. ~ :: ~ ;i~e I I .. ~5' ~:: 1 : ~. i ~~~ 1 I [ i ~~ ~ ! ! l~~~~l~ ~ g ~~ I ~ I HI! ~ 3 OJ' ~ : .f~ ~~~ I - : ~g.. 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'l:I-a ~~~aa.~[~E..e. ~5l~"~;!I' (1l;:':--f~"~--'" '<o~~'i-O' ~ g: ~!II ~. :.. ~ ~. :: ~ l ~~ ~ - f ~ I~sg-a~o i.r~ l""'i~ "e.~!~ ~ t~~~~~~- i~ ~~.~ ~!.; ~ [ :;:I ..\l:! :f Q.~ 15'~. ~ l""'~m ::1" ~ 1II ~. ~ ~ ~ ~ g :. :: i.,t ~ ~ n = G' ~ ~ i ~ ~ ~; cZ' :-~~!:&.:~::= ~~~ ~.;t~ ~ ~~ ~ ri ~ ~ ~ i i~ ~ ~ ~1 g-~2:~~Ill;;;~~ ~g~ ~~s:"C ~~i~~g.ii~ ~ti ~~~~ ~ ~:~~!.a g:~ ~[a ;fg.~ ~g~i~~~~3 ]&~ :'&'~~ i~~-.~~~~.~ ~.~.~ g'~i; !~:~g~~'I~ ~~! ~l:~ ~~:~.i&.~~' l~[ ~fg~ ~;8Q.[m~9., ~~;; ~~~~ ~~~t~1 i ~i~ !i!~ ~ &.1 ~ ~. ~ ~~ t g t i ~ t~~f i ~~~ ~gi~ ". . r g '" REV-1503 EX+ (6-98) f ~....... 'fI'- ". ,~..... l .,~;y~ _._~ ESTATE OF POf~TER, PATRICIA S. COMMONWEALTH OF PENNSYLVANiA INHERITANCE T.AX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS FILE NUMBER 21-07 -0626 ITEM NUMBER 1. All property jointly-owned with right of survivorship must be disclosed on Schedule F. DESCRIPTION VALUE AT DATE OF DEATH 2 ORRSTOWN BANK INVESTMENT ACCOUNT # 50 00 1669 0 11 (SEE ATTACHED LIST) ACCRUED INCOME ON ITEM #1 269,26913 326.83 TOTAL (Also enter on line 2. Recapitulation) $ 26959596 (if more space IS needed. insert additional sheets of the same sizel ORRSTOWN FINANCIAL ADVISORS A Tradition of Excellence Account: 5000 1669011 PATRICIA S. PORTER INVESTMENT HOLDINGS AS OF 6/19/07 (000) Cusip No. Security Name Shares! Par DOD Value DOD Price Accrued Income 007865108 AEROPOSTALE,INC 200.0000 $8,653.00 $43.27 04344099T OB TIME DEPOSIT OPEN 57,393.8300 $57,393.83 1.00 $15405 172967101 CITIGROUP INC 100.0000 $5,41700 $54.17 20030N101 COMCAST CORP NEW A 250.0000 $6,98625 $27.95 31428Q101 FED TOTAL RETURN BD 1,893.5700 $19,636.32 $1037 $56.19 349631101 FORTUNE BRANDS 100.0000 $8,251.50 $82.52 369604103 GENERAL ELECTRIC 100.0000 $3,87550 $38.76 478160104 JOHNSON & JOHNSON 100.0000 $6,24350 $62.44 48023P106 JONES SODA CO 700.0000 $11,399.50 $16.29 594918104 MICROSOFT CORP 200.0000 $6,104.00 $30.52 629491101 NYSE EURONEXT COM 100.0000 $7,84350 $78.44 687380105 ORRSTOWN FINL SVCS 1,023.0000 $33,93291 $33.17 775043102 ROFIN-SINAR 200.0000 $13,685.00 $68.43 77954M105 T ROWE CAP APP 220.2640 $4,918.50 $22.33 866810104 SUN MICROSYSTEMS INC 1,000.0000 $5,09500 $5.10 88706M103 TIM HORTONS INC 200.0000 $6,193.00 $30.97 904311107 UNDER ARMOUR INC. 200.0000 $9,171.00 $45.86 922031810 VG IT INVESTGRD ADM 2,014.0980 $19,194.35 $9.53 $5312 922031836 VG ST INVESTGRD ADM 2,3075110 $24,25194 $10.51 $63.47 922038203 VG GLOBAL EQUITY FD 211.5060 $5,552.03 $26.25 G4776G101 INGERSOLL RAND A 100.0000 $5,471.50 $54.72 TOTALS $269269.13 $326.83 ...TAYi...l.....':nn~ __TI..~ REV-.1508 EX+ (6-98) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF PORTER, PATRICIA S. FILE NUMBER 21-07 -0626 ITEM NUMBER 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. DESCRIPTION VALUE AT DATE OF DEATH 1 ORRSTOWN BANK CHECKING ACCOUNT # 400017 I 2 ACCRUED INCOME ON ITEM #1 9,92283 1.00 3 ORRSTOWN BANK CHECKING ACCOUNT # 106212111 18,16290 4 ACCRUED INCOME ON ITEM #3 0.50 5 1999 BUICK LESABRE CUSTOM SEDAN AUTOMOBILE @ SALE VALUE 6 PERSONAL PROPERTY AS APPRAISED 5,30000 11,58500 TOTAL (Also enter on line 5. Recapitulation) $ 44.972.23 (If more space IS needed. insert additional sheets of the same size) ~ ORRSTOWN BANK A Tradition of Excellence July 28, 2007 77 East King Street P.O. Box 250 Shippensburg, PA 17257 To: Charlene L Feuchtenberger Orrstown Bank Trust Operations Manager From: Traci Shaffer Orrstown Bank Customer Service Center PO BOX 250 Shippensburg, Pa 17257 Re: Estate of Patricia S Porter Date of death June 19,2007 IT IS HERERBY CERTIFIED THAT THE ABOVE NAMED DECEDENT. ON THE ABOVE DATE. HAD THE FOLLOWING ACCOUNTS WITH ORRSTOWN BANK. CHECKING ACCOUNT Account # Title of Account 400017 Patricia S Porter Date opened 03/28/94 Principle 9922.83 Accrued Interest 1.00 106212111 Patricia S Porter 04/19/00 18162.90 0.50 SA VINGS ACCOUNT Account # Title of Account Date opened Principle Accrued Interest CERTIFICATE OF DEPOSIT Account # Title of Account Date Opened Principle Accrued Interest ..'a,".. 'A-'.. '.lIP.) .....'-r-U!tIjJIRBIlI ~----- DATE cz<itt Orrstown Bank Trust Department 60-1 503/31 3 Checks and other ite s are re eived for deposit subject to the terms and conditions of this financial institution's account agreement. Deposits may not be available for immediate withdrawal. Orrstown Bank Shippensburg, PA 17257 TOT OTHER SIDE LESS CASH REC'D TOTAL ------ . I: 0 ::l . ~ .50 ~ b I: o 0 0 0 1.. 1.. :l ~ 1.. III /' --.......... ~~/ II . .. .. .. . J . . . .. -. I : .' . . .. tv.1S~~~~~I!: P.O. Box 40 Mechanicsburg, Pennsylvania 17055 Issued By: Moneygram Payment Systems, Inc. P,O. Box 9476, Minneapolis MN 65460 . Drawee: Boston Safe Deposit 8. Trust Company Boston, MA 6-709/110 00 0000295323 [ "';;;,/ .;;;.DATRi';":;"" 09/12/07 I $5,300.00 PAY ** Five Thousand Three Hundred and 001100 DOLLARS ** OFFICIAL CHECK Dd' MEMBERS 1ST FEDERAL CREDIT UNION TO TIIE ORDER OF RONALD' B KLAWITTER OR THE ESTATE OF PATRICIA S PORTER \.. III 29 5 ~ 2 ~ III I: 0 . .00 709 21: 0 . bOO. . ~ 0 ~ 7 a 2111 <. v :) ~ v X) J1 J1 o Elmer Murry Auctions, Inc. License No. AU-649-L 717-790-2240 ~.richardmurlYaucUonee~com 5222 East Trindle Rd. Suite R Mechanicsburg,Pa.17050 INRE: OWNER Personal Property Appraisal Estate of Patricia Porter 6215 White Hill Drive. ~echanicsburg,Pa. 17050 September 9,2007 DOD - June 19,2007 This appraisal is completed as per request to determine a fair market for the following list of personal property. 3 Oriental Vases Large Oriental Vase 2 Oriental Vases Covered Powder Box 5 Figurines Bowl and Plates 6 Cups Clock Figurine Bird Figurines Candy Dish 4 Prints Pair Upholstered Chairs Dining room Press Tilt Top Table ~ahogany Buffet 8 Dining room Chairs Mahogany Table Pair Mahogany half round tables Carpet Comer Cupboard Cut Glass Bowl Cut Glass Dishes China Set Ship Picture $100 50 40 30 60 90 30 100 20 15 80 150 500 300 2000 320 700 2000 200 400 100 20 100 200 Elmer Murry Auctions, Inc. License No. AU-649-L 717-790-2241 www.richardmurrvauctioneer.com 5222 East Trindle Rd. Suite R Mechanicsburg,Pa.17050 Mirror Banquet Lamp Flatware Picture Ship Picture Seascape Picture Horse Figurine Wine Set Everyday China Everyday Glassware Cooking Utensils Small Appliances Upholstered Furniture Mantle Clock Pictures Ladies Desk Picture Washer & Dryer Tall Clock Bedroom Set Exercise Equipment Book Shelves Hand tools Lawn Mower (as is) 60 150 200 100 100 50 50 60 10 15 30 30 NN 80 50 200 20 50 1500 1200 NN NN 20 5 Upon observation of the aforementioned items it is to the best of my knowledge and belief that $11,585 Eleven Thousand Five Hundred Eighty Five Dollars would represent a fair market value. _.- (.... j~./ '" ' ~ Richard Murry REV-1509 EX + (6-98) ~. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETUR~J RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF PORTER, PATRICIA S. FILE NUMBER 21-07 -0626 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. SHERID VIRNIG 6215 WHITEHILL DRIVE MECHANICSBURG, PA 17050 DAUGHTER B. C. JOINTLY-OWNED PROPERTY: 1. LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECO'S VALUE OF H TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VAlUI= OF ASSET INTmEST DECEDENT'S INTEREST A. 02/01/03 6215 WHITEHill DRIVE, MECHANICSBURG, PA 17050 211,770.00 105.88500 50 I ITEM NUMBE TOTAL (Also enter on line 6 Recapitulation) I $ I 105.885.00 (If more space IS needed, insert additional sheets of the same size) Q 00 '" t! IU '" '" 'i<" s ~ :~ >-;;:. UJ . Ol '" :i~ CO !:j~ '" '0 (/)",0 '" ?4,'" 1:);;.... ~~ ~ c.'" '" a::1- ::;! ~~ '" ~ 0'0 O"'~ '" :!li{) ... ..~ (.:)GlUJ ;; g ;2: ...- u.,i'6. ~ ~ ii: -=e a::E~ ..\- ~ cc.! ~ ~ ~, .,. ::;) ., It) ci> l w ~ Q u"I Ii'" I:)UJ '<" '<" 3 '" UJ<" Ol >",0 c-& . ';:) ~ ~..;. '0 080 '" < 0 ~ ~ a::u '<" '> :; Ul~ '" ?4,r- I:) .....' 0 c:t ~~ 0 c.'" '6 u..f ~ ~ 5 ~ u...... ,..., 0'" '" #g It g ~ fJ ~ z. ~'O g '" 0 Sz. 0 ~ ~ CIl Q ~ :~ ~~ t ~ ~ ~ ~ 8 CIl =01 Ol (/) . 1-1"1 0 Z<" s: UJ . ~ to- *' :i<" co ~ ?4,r- '6 ~ o.~ '" (.) 0.... ~ ~ 'in '1:10 1ii.n . (.) S ""~ >- Ii. =ii:i a- I- g 0 g (.:) C; ... ~ (/) l- S It) 111 ... ffi I- 4o~ Iii ~~ ~ '< 0 ~~ 0 ;2: ~ ~ ~ \11~ c: ~ to- 111 111 I- u.:: ~ S 2: ~ to- \A.l ~ Zi U.I c:t ~ ~ b ~ ~ 2 ~ C5 a ~ ~ ~ P- C ~ 5 (.;) ~ 'in \.ll => o u.l 0::: \.ll <.) ~ \.ll Cf) Z 0::: => ti 0::: o I- ~ -00 l.S ro 1.00 '" 0 ~ 0:::';: 0. ;::;.c!. -ro.. ~ ~Ol ~Qi,€:g ~.P g.~ () ? Cf) 'c u.J:t. . ro ~Q)Cf).c 4'~0 ~ ~~~~ ~ c; :,'r...... ~ rf)i$"<C'".. ~ 'f:O~ l: - ;2~ ~ ~ 'it \11 :s:U: wO ~'& ';:)~ ~I- .Ii ~w 1Xl~ ~~ ~Q. oUl ;2:lJt. 4o~ wo ';:)1- 00 CIlW ;;:t; ~IU CIl? -g ~a: o U1 o tilt'""' ,;::>...-l 1-1 Y1, '5 ~ tSl9"':\p.. 01-1"':\ ~ 1-I';Zi1-ll9 ct.(:C.p::\ct. ~.. '> til ~ p., \:-ItIi c-I-IO .H p::\ H ct.ct.s:';Zi tiltil A'. I:-'p::\\.l')p::\ p::tfl...-lO o ('3\il p..-.!lw$ "'ii','" :::OMMONWEALTH OF PENNSYLVANIA iNHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISe. NON-PROBATE PROPERTY ESTATE OF POFHER, PATRICIA S. FILE NUMBER 21-07-0626 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEN NUMB 1. DESCRIPTION OF PROPERTY I INCLUDE 1HE NAME OF 1HE TRANSFEREE. THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE ER THE DATE OF TRANSFER ATTACH A COPY OF THE DEED FOR REAL ESTATE VALUE OF ASSET INTEREST OF APPLICABLE) VALUE ORRSTOWN BANK IRA ACCT # 14 001667011 279,008.46 100 27S:0G3.4G I I I I i TOTAL (Also enter on line 7 Recapitulation) $ 279.008.46 i1f more space is needed. insert additional sheets 01 the same size) l ORRSTOWN FINANCIAL ADVISORS A Tradition of Excellence Account: 1400 16670 11 PATRICIA S. PORTER, IRA INVESTMENT HOLDINGS AS OF 6/19/2007 (000) Cusip No, Security Name Shares / Par DOD Value DOD Price Accrued Income 007865108 AEROPOSTALE, INC 200.0000 8,65300 43.265 01741R102 ALLGHENY TECH INC 100.0000 10,969.50 109695 030371108 AM VANGUARD CORP 500.0000 6,82750 13.655 115236101 BROWN & BROWN INC 200.0000 5,170.00 25.85 166764100 CHEVRONTEXACO CORP 100.0000 8,33500 83.35 219350105 CORNING INC 300.0000 7,70700 25.69 25467RAU7 DISBK 5.11/17/8 CD 20,000.0000 19,946.80 99.734 $430.67 25746U109 DOMINION RES VA NEW 100.0000 8.405.50 84.055 $7100 278642103 E-BA Y INC 200.0000 6,292.00 31.46 31331 XXD9 FFCB 5.4% 4/30/14 50,000.0000 48,890.50 9778.1 $36750 31428Q101 FED TOTAL RETURN BD 937.2070 9,718.84 10.37 369604103 GENERAL ELECTRIC 100.0000 3,875.50 38.755 458140100 INTEL CORP 200.0000 4,841.00 24.205 464287465 ISHARES MSCI EAFE TR 100.0000 8,12000 812 '48023P106 JONES SODA CO 300.0000 4,885.50 16.285 590188108 MERRILL LYNCH & CO 100.0000 8,971.20 89.712 594918104 MICROSOFT CORP 200.0000 6,10400 30.52 6093.4N625 FED MONEY MKT-PRI 6,631.3000 6,631.30 100 $1753 60934N621 FED MONEY MKT-INC 11,939.7600 11,93976 1.00 $32.59 705560100 PEETS COFFEE & TEA 300.0000 7,84200 26.14 73935X575 PWRSHS WATER ETF 200.0000 4,159.00 20.795 $610 754212108 RAVENINDSINC 300.0000 10,524.00 35.08 77504310:2 ROFIN-SINAR 100.0000 6,842.50 68.425 878155100 TEAM INC 400.0000 17,100.00 42.75 922031869 VANG INFLATION #119 2,117.0200 25,023.18 11.82 93'1142103 WAL-MART STORES 100.0000 4,837.00 48.37 G4776G101 INGERSOLL RAND A 100.0000 5,471.50 54.715 $278.083.07 $925.39 DATE: COMPLETED y. L l""'.T~r""""~_Tl-~ REV-1511 EX+ (12-99). COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF POF~TER, PATRICIA S. FILE NUMBER 21-07-0626 Debts of decedent must be reported on Schedule 1. ITEM NUMBER A. DESCRIPTION AMOUNT 2 FUNERAL EXPENSES: HETRICK CREMATION SERVICES KEPPEL STONE WORKS SHERID VIRNIG, REIMBURSEMENT FOR VAULT TUBBS GREENHOUSE, FLOWERS 1.46700 475.00 450.00 39.22 1. 3 4 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions 25,000.00 Name of Personal Representative(s) ORRSTOWN BANK Social Security Number(s)/EIN Number of Personal Representative(s) 23 0934350 Street Address 77 EAST KING STREET City SHIPPENSBURG, State P A Zip 17257 Year(s) Commission Paid: 2008 2. Attorney Fees 6.500.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 3.500.00 Claimant SHERID VIRNIG Street Address 6215 WHITEHill DRIVE City MECHANICSBURG State PA Zip 17050 Relationship of Claimant to Decedent DAUGHTER 4. Probate Fees 364.00 5. Accountant's Fees 13. Tax Return Preparer's Fees 7. ORRSTOWN BANK, INVESTMENT MANAGEMENT FEES TO DOD 426.39 8 CUMBERLAND LAW JOURNAL. ADVERTISING LETTERS TESTAMENTARY 7500 9 THE SENTINEL, ADVERTISING LETTERS TESTAMENTARY 182.56 10 ELMER MURRY AUCTIONS. INC. APPRAISAL OF PERSONAL PROPERTY 132.50 I I TOTAL (Also enter on line 9, Recapitulation) I S Ilf more space IS needed. Insert additional sheets of the same size) 38.611.67 REV-1:i12 EX+ (12-03) SCHEDULE I DEBTS OF DECEDENl MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF POIRTER, PATRICIA S. FILE NUMBER 21-07 -0626 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. CARDIOVASCULAR SURGICAL INSTITUTES, BALANCE DUE 32.46 2 PULMONARY & CRITICAL CARE, BALANCE DUE 33.88 3 ASSOCIATED CARDIOLOGISTS, BALANCE DUE 48.60 4 QUANTUM IMAGING & THERAPEUTIC ASSOCIATES, BALANCE DUE 8.42 5 TUCKER COUNTY SHERIFF, REAL ESTATE TAXES 2.70 6 MARIE HUBER, TAX COLLECTOR, REAL ESTATE TAXES CLEARWATER POOL CARE, INC. BALANCE DUE ON MAINTENANCE 1,982.78 7 610.15 8 FILSON WATER, LLC, BALANCE DUE CARDMEMBER SERVICE, BALANCE DUE VERIZON WIRELESS, BALANCE DUE PRECISION ALARM SYSTEMS, INC. BALANCE DUE SHERID VIRNIG, REIMBURSE FOR AUTOMOBILE INSPECTION 74.20 9 119.94 10 119.32 11 204.00 12 39.21 13 UGI, BALANCE DUE COM CAST, BALANCE DUE 149.60 14 148.98 15 PPL, BALANCE DUE 27978 16 PAWC, BALANCE DUE ORRSTOWN BANK, SAFE DEPOSIT BOX RENTAL DUE HAMPDEN TOWNSHIP, BALANCE DUE MARK SWITZER, PAINTING BILL DUE AT DOD MARIAN ENGLISH CSB, BALANCE DUE AT DOD PCPA, BALANCE DUE AT DOD 149.66 17 5.00 18 128.53 19 630.00 20 150.00 21 10.00 TOTAL (Also enter on line 10, Recapitulation) $ 4.92721 (if more space IS needed. insert additional sheets oi the same size) REV-1513 EX+ i9-00.1 SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF POHTER, PATRICIA S. NUM RELATIONSHIP TO DECEDENT AMOUNT OR SHARE BER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE II TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] SHERID L VIRNIG, 6215 WHITEHILL DR., MECHANICSBURG, PA 17050 DAUGHTER 100% ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET If NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS i FILE NUMBER 21-07-0626 ~ I TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 1$ I (If more space is needed, insert additional sheets of the same size) l ~ , q: JRZ - 5.1 porter.2 February 18, 2003 LAST WILL AND TESTAMENT I, Patricia Stowe Porter, of Mechanicsburg, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby declare this to be my will, hereby revoking any and all former wills and codicils thereto by me heretofore made. I. I direct that all my just debts and funeral expenses, including all expenses of my last illness, shall be paid from my estate as soon as practicable after my decease as a part of the expense of the administration of my estate. II. I give, devise and bequeath the residue of my estate of every nature and wherever situate to my daughter, Sherid Virnig, providing she shall survive me by thirty days. III. Should my daughter, Sherid Virnig, predecease me or die on or before the thirtieth day following my death I give, devise and ~ bequeath the residue of my estate of every nature and wherever situate to my step-children, namely Andrew Stewart Porter, Laura Porter Fearn, and Susan Hughes, in equal shares, provided that the share of any step-child who predeceases me or dies on or before the thirtieth day following my death shall be distributed to said beneficiary's issue, per stirpes, living on the thirty-first day following my death, and in default of any such then-living issue, such share shall be added to the share or shares of my other step- children. IV. Any fiduciary under this will shall have the following powers in addition to those vested in them by law and by other provisions of my will applicable to all property whether principal or income, including property held for minors, exercisable without Court approval, and effective until actual distribution of all property: A. To retain any and all of the assets of my estate, real or personal, without regard to any principle of diversification of risk. B. To invest in all forms of property including stock, common trust funds and mortgage investment funds without restriction to investments authorized for Pennsylvania fiduciaries as they deem proper, without regard to any- principle of diversification of risk. C. To sell at public or private sale, to exchange or to Page 2 ~ ~ lease for any period of time any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms or conditions as they deem proper. D. To allocate receipts and expenses to principal or income or partly to each as they from time to time think proper. E. To compromise any claim or controversy. F. To distribute ln cash or in kind or partly in each. G. To hold property in their names without designation of any fiduciary capacity or in the name of a nominee or unregistered. V. I direct that all taxes that may be assessed in consequence of my death of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. VI. In the event that anyone entitled to a share of my estate shall be under the age of eighteen years at the time for distribution to such beneficiary, I constitute and appoint the Orrstown Bank, with Shippensburg, principal offices in Pennsylvania, as guardian of any property which passes either under Page 3 l ~ ~ ~ this will or otherwise to said minor. Said guardian shall in the guardian's sole discretion and without order of court, use principal as well as income from time to time as may appear to be necessary for the minor's welfare, comfort, medical care, recreation, support and education, without responsibility to the minor or to any person taking care of the minorj and the remaining balance in the hands of said guardian shall be distributed to said minor when the minor attains the age of eighteen years. If such minor dies prior to attaining the age of eighteen years, said guardian is authorized in the guardian's discretion to pay part or all of the minor's funeral expenses and the remaining balance in the hands of said guardian shall be distributed to the minor's personal representative. In the event the funds held by the guardian for any minor become in the opinion of the guardian too small for proper and efficient administration, the guardian, in the guardian's sole discretion, may deposit such funds in a savings account in the name of the minor. VII. I appoint the Orrstown Bank with principal offices in Shippensburg, Cumberland County, Pennsylvania, as executor of this my will. Page 4 ~ VIII. No bond shall be required of any fiduciary hereunder in any jurisdiction. IX. The interest of the beneficiaries hereunder shall not be subject to anticipation or to voluntary or involuntary alienation; and the principal and income shall be paid by the trustee or guardian directly to or for the use of the beneficiary entitled thereto, without regard to any assignment, order, attachment or claim whatever. X. My corporate fiduciary shall be entitled to compensation based on its regular schedule of fees for such services in effect from time to time during the period over which its services are performed. IN WITNESS WHEREOF, I hereunto set my hand and seal to this my last will and testament, consisting of seven typewritten pages, the first five of which bear my signature in the margin for the purpose Page 5 of identification this ?-D day of ''::66 rua~"'1 ' 20C3. :/2n-~,~/JyZ~/ (SEAL) Signed, sealed, published and declared by the above-named testatrix as and for her last will and testament in our presence, who in her presence, at her request and in the presence of each other have hereunto set our hands as attesting witnesses. ~~~ Q75'1 F(}re5) 12/4: lei 5k-ppe"stt{'q Pi! , If.! 6Mdha, .~ (yt~'cL:J-L-<-Il-/7&& We, patricia Stowe Porter, ph,'),'p FC29~le./ and the testatrix and the witnesses ~ espectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her last will and testament and that she executed it as her free and voluntary act for the purposes therein expressed and that each of the witnesses, in the presence and hearing of the said testatrix, signed the will as witnesses and to the best of their knowledge, said signer was at that time eighteen years of age Page 6 or oldert of sound mind and under no constraint or undue influence. 'fJ~JyJ~ Testatrix Subscribedt sworn to and acknowledged before me by the above-named signer and subscribed and sworn to before m~by the above-named witnesses this ~~"day of t~. Notarial Seal P~aJ. Kuenzie, NotaIy Public South Middl~t~ T wp., Cumberland County My CornrruSSloo Expires Sept. 18, 2006 Member. Pennsvfv::lni? A!';~tion Of Notaries Page 7 If\I...~ lX. lJ.V2) ~..rt.~ ~ SAFE DEPOSIT BOX INVENTORY COMMOHWfA1.1H Of ",fNNSYlV,ANIA t><r...1Mf><1 Of UVfNU! INHRrr..NCt u.x IlIVlSIOIf Of". ~l K..RIlIUUlG.f'....1711a.o6Ql Pt.-on Print or lype- MUST 810 COMPLETED BY REPRfSENTATNE OF FINANOAlINST/TUTlON WHERE SAfE DEPOSIT BOX IS 1.OCATED AND RETURNED TO ABOVE ADDRESS COUNTY CODE FILE NUMBE~ SOCIAL SECURm OJ< DEATH CSTlflC"TE NUM8ER ~ \ -~I -O~~ (Q Z.<x'I_ CO'=> ~ CO 20'3 - 2E> - 0<<=19 'S" DECEDENT'S NA.ME {LAST, FlRS1, MIP DA.TE OF DfA.TH f'OR..~ Pr~\QtC\"S lo-I~. 200'7 "DDRESS OF PECE~~ {STREE1] C\ ,.. P {SlA1E) {ZIP CODE) 2 \ ~ W\t \1'!~\\J... ~V lo:;. 6 lCS ueJ?: A l/O:SS .N"ME AND ADDItESS OF PERSON Il.IWI3TJNG THE OPEN~Gi.t, THE SAFE ~P...Q~ 8,2~ _ i1NAME) Koi:>Wli'-T .::::r. fCJ,.)~\- \ 'SaT u+-"\-'1. "'-l;;; J- n D~~\bJ::).w ~U~ (J o. ~,c.. ZSO. S\'HPP~"S~')ec. ~A \1 (STREET ADDRfSS) ) ~orr( -;;;:.;;,t (l.IP CODE) S1 NAMI, ADDRESS AND RELATIONSHIP (IF ANY] TO DECEDENT, OF PERSON(Sj PRESENT "1 THE WX OPENING D. (~Mfl --r () ---r-;: ~lAlIONSHIP1 -Ko~~-r'<J. ~,,~""'"'\ \<<JJ'"::>TOFPt~ (STREET ADDRESS] 1 (OT't) 45 Pttaov'; ~. l~ E'. ~8'5-r 1~,;~EE1 ADDRESS) .1l _ . } ~Ub\l::;W tJ ~ ~ <c. (NAME) t; ~ LL.JTO ,e.. 'STAn) (ZIP CODE) ~ V'C€ rr~S~I~ (CITY} (STATE) IZlP CODfl (RElATIONSHIP) (STIlEE1 ADDJU:SSj jOTY] (SlA1EJ (ZIP CODE) NAME AND ADDRESS OF FINANCIAL INSTITUTION WHERE THE SAFE DEPOSIT &OX IS LOCATED {NAME} O~~~ b. {NAME] {STREFf ADDRESS) (ZIP CODE) (CITY) {SlATE) lZlF CODE) ~UOr f:.. 6u65T $el'J) CL V\c..'C: P~. WAS A WilL IN THE 80X? DYES)(tO II y..; c. Data of will: b. Namo and cdclr... Df pltBOnal Tepresentctlv., If named In th.. will (Nlo.Mf) ~STItEE1 ADDRfSS) (CHY) {STATf] \ZIP CODE] <. Nam. and ac!.;,... of atiom.y, II any (NAMEj (STREET ADDRESS) lClTY) (STATE] {ZIP CODE} Page ~ . of. SAF'E DEPOSIT BOXINYENTORY INSTRUCTIONS {l} Cash: Reporltotal only. J2} Stocks: tist in detail every common or preferred alrtificate, worranl or other rights found in box. Stocks ore to he designoled by nome of company, certificole number, dole of certificate, name in which stock is registered, and number of shores and doss of stocK. (3) ObHQotions of U.S. Govamm.nt: Number of ilems, dole of i~sue, face volue, nomes in which registered ond type of ownership, i.e., jointly held, payable on death, etc. (4) Bonds: De~ignote by nome, amount, serio\ number, or other designation. (Bearer Bonds) (5) f.ank and Savings and Loon Pcusbooks: State nome of depositor, number of book, losl dole appearing in book, name of bonk and branch, and balance. (6) J.w.lry, Coins, Stamps, Manuscripts, .te: Lisl and describe os fully os ponible.' {7} Deeds, MoT1goges, Current Insurance Policies or oth.r evidences of indebtedness:- Usl and describe os hilly as pouible. (Il) All other contents. ITEM DESCIUI'TION c.JEr No~e tJO,.j~ \J t\.JOtJ ~ lJo~\Z'" -- A" l.p 2lS 1== nFY utroU. !"EHAlTY Of PER.JURY THAl THI ",WVl ncORO IS ;ECl AHO COMI"LETE TO THE ~m Of MY KNOWLEPGt AND ~tEF .U HAM' ~~ b ~ 8rob~--t 1((5 ~~Y'-, ~ . \ - ....1, -reus+O cer- I \ 6P Orrstown Bank -06 02:0 7175302643_ P_Ol I, certify 'under penalty of perjury that the above record i:, correct and complete to the best of ~y knowledge and belief. Name and Title of Bank Employee Entering Safe Deposit Box .harbo..r~ ~, \&-0 ~T Print Name ~V\~ar V\ce 'PrES Title ~p(~ D.t~ 112.1 LOO/ The undersigned acknowledges th~she requested the opening of the safe deposit box referred to on page 1 of this safe deposit box ~nveDtory, that the foregoing inventory. consisting of pages (including this ackno\o'"ledgement page) is a complet.e and accurate recor:d~the contents of such box. that. he/she has taceived a copy of such inventory, that such box has been closed and that he/she has removed all of such contents from the box and either (check one) taken such contents from the Bank's premises or ~ deposited such contents into safe deposit box number \\'1 at the branch of Bank indicated on page 1 of this inventory. ~' Date Signature The undersigned acknowledge that they were present at the opening of the safe deposit box referred to on page 1 of this safe deposit box inventory. and t.hat the foregoing inventory is a complete and accurate record of the contents of such safe deposit box. 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