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Home My WebLink About08-04-08J 1556041147 REV-1500 EX 05 06 ( - ) OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes PO BOX.280601 INHERITANCE TAX RETURN Harrisburg, PA 17128-0601 RESIDENT DECEDENT 21 0 8 0 5 8 4 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death Date of Birth 182 30 0814 04 22 2008 11 19 1937 Decedent's Last Name Suffix Decedent's First Name MI 80CRENBERRY MARIAN R (If Applicable) Enter Sunirving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI HOCRENBERRY FRED I, Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW X~ 1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death prior to 12-13-82) C' 4. Limited Estate ~ 4a. Future Interest Compromise ~ 5. Federal Estate Tax Return Required (date or deem attar 12-1z-az) 8, Decedent Died Testate ~ (Attach Copy of Wilq ~ Decedent Maintained a Living Tust 8. Total Number of Safe De It Boxes (Attach Copy of Trust) P~ 9. Litigation Proceeds Received ~ 10. Spousal Pove~Credft (date of deem 11. Election to tax under Sec. 9113(A) between 1231- 1 and 1-1-95) ~ (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENT44L TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number JERRY A. WEIGLE ESQUIRE 717 532 7388 Firm Name (If Appticable) WEIGLE ~ ASSOCIATES, P.C. First line of address 1.26 EAST RING STREET Second line of address City or Post Office State LP Code SHIPPENSBURG PA 17257 Correspondent's e-mail address: REGISTER OF WILLS USE ONLY r-a _~ .-:: ~.<_) ~~ `- _`~ ~'~ ~~ t , -;~ y' ;ice i Da>=~~ED ---} ;_ ") _l f~'_5 _ ~' J r- p ,~ C.Iti Under penakies of perjury, I declare that 1 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 OF PERSON RESPONSIBLE FOR FILING RETURN DATE ~ ~ n o ~ ~ ~`ifr Fred L. Hockenherrv ~7 -- 2/~~ /~~ 1 urq, PA NATU E OF PREPARER OTHER THAN REP E T E ` DATE ~~ ~'\ ~ ~/~ Q arty A. Weigle Esquire °7 ._ 2~ ~/J~ 126" East King Street, Sh Pd 17257 Side 1 15[]56041147 15056041147 ___I 15056042148 REV-1500 EX ~ececanrs Name: Marian R. H o c k e n b e r ry 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) ~ Separate Billing Requested ............. 6. 7. Inter-Vivos Transfers 8 Miscellaneous Non-Probate Property (Schedule G) ~ Separate Billing Requested ............. 7, 8. Total Gross Assets (total Lines 1-7) ....................................................................... g. 9. Funeral Expenses r3<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/Sec 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 tau rate, of transfers under Sec. 9116 (a)(1.2) X .t)0 31 , 0 4 4.18 15. 16. Amount of Line 14 taxable at lineal rate X .045 0 . 0 0 16. 17. Amount of Line 14 taxable at sibling rate X .12 0 . 0 0 17. 18. Amount of Line 14 taxable at collateral rate X .15 n _ n n 18. 19. Tax Due ..................................................................................................................... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Decedent's Social Security Number 182 30 0814 5,604.94 6,424.64 20,091.10 32,120.68 1,076.50 1,076.50 31,044.18 31,044.18 0.00 0.00 0.00 0.00 0.00 Side 2 15056042148 15056042148 REV-1.500 EX Page 3 Decedent's Complete Address: File Number 21-08-0584 DECEDENT'S NAME Marian R. Hockenberry STREET ADDRESS 198 Chamberlin Road CITY Shippensburg STATE PA ZIP 17257 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 0.00 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 0.00 Total Credits (A + B + C) (2) 0.00 3. Interest/Penalty if applicable p, lnterest E. Penaky Total Interest/Penalty (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 2 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) 0.0 0 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (56) Q , Q Q 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 :.................................................................................. ^ ^x b. retain the right to designate who shall use the property transferred or its income :.................................... ^ ^x c. retain a reversionary interest; or .................................................................................................................. ^ 0 d. receive the promise for life of either payments, benefits or care? .............................................................. ^ 0 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?......... ^ ^x 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ...................................................................................................................... 0 ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS {S 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 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. §9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedenl's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. §9116 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-1'503 FJC~ (6-98) SCHEDULE B STOCKS & BONDS CONMONWEJLLTH OF PENNSYLVANIA INHERRANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Hockenberry, Marian R. 21-08-0584 All property jointly-owned with right of suMvorship must be disclosed on Schedule F. ITEM NUMBER CUSIP NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE OF DEATH 1 32 shares of Avon Products, Inc. -common stock 39.78 1.272.96 2 U. S. Savings Bonds - 40 EE bonds 4.331.98 TOTAL (Also enter on Line 2, Recapitulation) 5,604.94 (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 B (Rev. 6-98) Rev+1508 EX+ (6-96) coNrnoNwEAisH of FENNSnvANIA NJHERRANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, ~ MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Hockenberry, Marian R. 21-08-0584 --- Include the proceeds or litigation and the date the proceeds were received by the estate. All property jointly~owned with the right of survivorship must be disclosed on schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Orrstown Bank Certificate of Deposit 003-0056606 3,133.90 Accrued interest on Item 1 through date of death 5.15 2 Orrstown Bank Certificate of Deposit 4000019460 3,283.05 Accrued interest on Item 2 through date of death 2.54 TOTAL (Also enter on Line 5, Recapitulation) I 6,424.64 (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-1510 FJ(+ (6-98) SCHEDULE G INTER-VIVOS TRANSFERS ~ MISC. NON-PROBATE PROPERTY cotnNtoNVaEA~TH of PENNSV~vANw INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Hockenberry, Marian R. 21-08-0584 This schedule must be completed and filed H the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM NUMBER DE CRIPTI N OF PROPERTY INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE 1 Orrstown Bank IRA Account 03911066110 - 15,601.25 15,601.25 Beneficiary Fred L. Hockenberry, spouse 2 Orrstown Bank Roth IRA Account 03911066110 - 4,489.85 4.489.85 Beneficiary Fred L. Hockenberry, spouse TOTAL (Also enter on Line 7, Recapitulation) 20.091.10 (If more space is needed, additional pages of the same size) Copyright (c) 2002 forth software only The Lackner Group, Inc. Form PA-1500 Schedule G (Rev. 6-98) REV=1151 E7(+ (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Hockenberry, Marian R. 21-08-0584 Debts of decedent must be reported on Schedule I. ITEM DESCRIPTION NUMBER AMOUNT A. FUNERAL EXPENSES: B. 1 ADMINISTRATIVE COSTS: Personal Representative's Commissions Social Security Number(s) / EIN Number of Personal Representative(s): Street Address COY State Zip Year(s) Commission paid 2. Attorney's Fees Weigle ~ Associates, P.C. ~I. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Fred L. Hockenberry Street Address 198 Chamberlin Road City Shippensburg State PA Zip 17257 Relationship of Claimant to Decedent SpOUSe 4. Probate Fees See continuation schedule(s) attached 5. Accountant's Fees 6. Tax Return Preparer's Fees 750.00 140.00 7.. Other Administrative Costs 186.50 See continuation schedule(s) attached TOTAL (Also enter on tine 9, Recapitulation) 1,076.50 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-1502 EX+ (6-98) SCHEDULE H-B4 PROBATE FEES continued con,rnoNw~uTH of aENNSr~vANw INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Hockenberry, Marian R. 21-08-0584 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B4 (Rev. 6-98) Rev-1502 E7(+ (6-98) SCHEDULE H-B7 OTHER ADMINISTRATIVE COSTS cOM~ADNWEALTH of PENNSr~vANw continued INHERRANCE TAX RETURN RESIDENT DECEDENT ESTATE OF (FILE NUMBER Hockenberry, Marian R. 21-08-0584 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B7 (Rev. 6-98) REV-1513 EX+ tg-00) SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ,FILE NUMBER Hockenberry, Marian R. 21-08-05 84 NAME AND ADDRESS OF RELA710NSHIP TO DECEDENT SHARE OF ESTATE AMOUNT OF ESTATE NUMBER PERSON(S) RECEIVING PROPERTY Do Not List Trustee a (Wprds) ($$$) I~ TAXABLE DISTRIBUTIONS Include outright spousal ri i d f dist but ons, an trans ers under Sec. 9116(a)(1.2)j 1 Fred L. Hockenberry Spouse 100% 31,044.18 198 Chamberlin Road Shippensburg, PA 17257 Total 31,044.18 Enter dollar amounts for distributions shown above on lines 1 5 through 18, as appropr iate, on Rev 1500 cove r 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 TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET ~ U.VU Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 6-98) ~~~ LAST SILL A1~~ 7'ES7'AME1~T I, MARIAN R. HOCKENBERRY, presently residing at 198 Chamberlin Road, Shippensburg, Cumberland County, Pennsylvania, 17257 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, devise and bequeath all my estate, real, personal and mixed, whatsoever and wheresoever situate, to my beloved husband, FRED L. HOCKENBERRY, provided that he survive me by a period of sixty (60) days. THIRD. In the event that the said FRED L. HOCKENBERRY should predecease me or is not living on the 60~' day following my death, I then give, devise and bequeath all my estate, real, personal and mixed, whatsoever and wheresoever situate to my children, namely, BARBARA A. LAHR and BRENDA J. JOHNSON, in equal shares, on a per stirpes distribution basis. FOURTH. I nominate, constitute and appoint my beloved husband, FRED L. HOCKBNERRY, to be the Executor of this my "Last Will and Testament. In the event that he unable to fulfill the duties of Executor, I then nominate, constitute and appoint BARBARA A. LAHR and BRENDA J. JOHNSON or the survivor thereof, to be the Co-Executors of this my Last Will and Testament. FIFTH. I direct that neither my personal representative(s) nor Guardians shall not be required to give bond for the faithful performance of their duties in any jurisdiction. - SIXTH. I direct my Executor to retain the services of Jerry A. Weigle, Esquire of Weigle & Associates, P.C. with offices located at 126 East King Street, Shippensburg, Pennsylvania 17257, with respect to the settlement of my estate due to his familiarity with my affairs. IN WITNESS WHEREOF, I, MARiA1v R. HOCKENBERRY, have hereunto set my hand and seal to this my Last Will and Testament, written on one (1) page, the first page signed for identification only, this ~..~ day of 1~~, ~ ~; , 2007. '~7~.~-~J C~ , ~ ~, c.~~'~.r~~,,..~-~-r (SEAL) WEIGLE & ASSOCIATES, P.C. - ATTORNEYS AT LAW - iZ6 EAST KING STREET - SHIPPENSBURG. PA 17257-1397 This instrument was by the Testator, on the date hereof, signed, published and declared by him to be his Last Will and Testament, in our presence, who at his request and in the presence of each other, we believing him to be of sound and disposing mind and memory, have hereunto subscribed our names as witnesses. COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND `~ SS I, MARIAN R HOCKENBERRY, 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. '~ ~ ~ ~ ~~tJ-t.F2.x.-v..~-try-~ ~- Sworn or affirmed to and acknowledged before me by M R. HOCK>~ TBERRY, the Testatrix, this Z y of 07. ///~ //j /per `a i, £ ..' .r' .., a _.T.r -. .e ~t ~z < <~ , y ~~*1~. }; Jerry A. Weigle, Notary Pl.~blic Shippensburg, PA Cumk~srland Courrry MY Comr^,is~ion F~cpires Cctci.~er 7, 2010 WEIGLE 6c ASSOCIATES, P.C. -ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257-1397 COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF CUMBERLAND ~ /l, and yXGt~ ~ - C~~~ I ,the witnesses whose names are signed to the foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw MARIAN R. HOCKENBERRY, 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 constraint or undue influence. Sw`o`rn or affirmed to and subscribed before me and ~ UJCG~ KKK J ~ ~~-Q ~`~' 1 - witnesses, this `?~ ay of C , 2007. J V l ~ ~ 1 ~ f V' ,-,~' w ~,;:, ~. } ~_ .;~ a A T .Sf~ ~ 9? Jerry A. V'J~ir~~ Votary Public Shippensburg, ~-~.:..umberlard Courrty Av Commissic!~ ~r,~~ires Octok~;r', 2010 WEIGLE 6c ASSOCIATES; P.C. -ATTORNEYS AT LAW - 126 EAST KING STREET - 5HIPPENSBURG, PA 17257-1397 / ~ j ~' ~` _ _ . _ __.,,.,,...,..~ ,~~~~~ ~u~~c~ - ti v r nistor>cal Quotes -Avon Products Inc Historical Qu... Page 1 of 2 WSJ.com MarketWatch.com Barrons.com All Things Digital More FRONT PAGE TOOLS & RESEARCH Profile News Chart Analyst Info Get to the next ievel of investment research c~uoTES AvP Insiders Financials Historical Quotes SEC Options Avon Products Inc AVP (NYSE) 38.2$ Change:-0.12 -0.31% voiume:2.16M z13pm5 _ _ _ _ Overview Profile News Chart Analyst Info. 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V~~.° TreasuryDirect Home > Individual. > Tools > Calculate the Value of Your Paper Savings Bond(s) Calculate the Value of Your Paper Savings Bond(s) SAVINGS BOND CALCULATOR ~-- Instruction: Value as of: ~""`'~, Ho.w to Us~.the 1 04!2008 UPDATE ~ ~ ~ Calculator °: HeIR Notes Desci Series: Denomination: Bond Serial Number: Issue Date: NI Not Issue EE Bonds 100 _ . _ _ _ _ NE Not eligit P5 includes - HOW TO SAVE YOUR INVENTORY ~ interest F MA nterest . Calculator Results for Redemption Date 04/2008 L . _..... _ .. ._ ~~ = H - Total Price Total Value Total Interest YTD $1,800.00 $4,331.98 $2,531.98 $~ Bonds: 1-40 of 40 Serial # Series Denom Issue Next Final Issue ' ! Interest Interest Value Date Accrual , Maturity : Price Rate C793590568EE EE $100< 08/2004! 05/2008' 08/2034' $50.00': $6.64 4.11% ' $56.64 C810126467EE EE $100.; 10/2005', 05/2008' 10/2035', $50.00': $4.08 3.50% $54.08 C75274824EE', EE $100; 02/1985', 08/2008? 02/2015; $50.00'- $124.80', 4.00% $174.80 C89222827EE' EE $100! 05/1985' 05/2008' 05/2015. $50.00' $121.36'. 4.00% $171.36 C95009329EE EE $100 09/1985' 09/2008 09/2015 $50.00! $121.36' 4.00% $171.36 L222708739EE EE $50 09/1985'. 09/2008 09/2015, $25.00' $60.68. 4.00% $85.68 L227964063EE' EE $50` 10/1985' 10/2008 10/2015 $25.00 $60.68 4.00% $85.68 L1245503521EE1 EE $50` 11/19851 05/2008 11/2015', $25.00: $59.00`: 4.00% ` $84.00 C106117124EE EE $100; 11/1985. 05/2008` 11/2015', $50.00' $118.00', 4.00% ; $168.00 L247693876EE EE $50 12/1985 06/2008+ 12/2015', $25.00', $59.00 4.00% > $84.00 C111315552EE', EE $100 01/1986 07/2008' 01/2016' $50.00` $118.00 4.00% ' $168.00 L1260977983EE' EE $50' 02/1986 08/2008 02/2016 $25.00' $59.00 4.00% ' $84.00 C111632124EE EE $100' 07/1986', 07/2008 07/2016 $50.00 $114.72 4.00% $164.72 L1260987427EE' EE $50! 08/1986! 08/2008+ 08/2016 $25.00- $57.36 4.00% $82.36 L260987426EE' EE $50 08/1986, 08/2008% 08/2016 $25.00 $57.36 4.00% $82.36 C133551325EE, EE $100+ 04/1987 10/2008 04/2017 $50.00, $95.20 4.00% $145.20 C149480586EE EE $100, 07/1987' 07/2008. 07/2017. $50.00, $92.36 4.00% $142.36 L301914692EE EE $50; 10/1987 10/2008' 10/2017' $25.00' $46.18 4.00% $71.18 C150810442EE EE $100 01/1988 07/2008 01/2018 $50.00'. $89.56 4.00% $139.56 L301886581EE EE $50' 01/1988 07/2006 01/2018 $25.00. 544.78. 4.00% $69.78 L398917144EE' EE $50? 07/1988 07/2008 07/2018- $25.00! $43.40 4.00% $68.40 C186926301EE' EE $100 02/1989 08/2008 02/2019 $50.00 $84.12 4.00% $134.12 R59449802EE' EE $200 02/1990. 08/2008 02/2020 $100.00' $157.84 4.00% $257.84 L437793532EE' EE $50 02/1990' 08/2008 02/2020 $25.00 $39.46 4.00% $64.46 httn•//~anxnu trPacnrvriirect anv/RC`/RR(~'Price 5/71 /~(1(1R ,lculate the Value of Your Yaper ~avings t~ona~s~ C235522444EE EE $lU0' 08/1990! 08/2008'. U8/"2020- $SU.OUI $76.40 4.00% $126.40 C317152790EE EE $100' 08/1991'. 08/2008' 08/2021 $50.00, $71.48 4.00% $121.48 C311585677EE' EE $100 08/1991' 08/200'81 08/2021 $50.00' $71.48. 4.00% $121.48 C350853407EE, EE $100` 03/1992' 09/2008- 03/2022 $50.00. 569.12 4.00% $119.12 C3762$2571EE, EE $100j 10/1992: 10/2008 10/2022 $50.00:. $66.76 4.00% $116.76 L518324011EE EE $50? 11/1993' 05/2008; 11/2023 $25.00 $20.36 3.72%' $45.36 R113217265EE, EE $200' 06/1994- 06/2008'; 06/2024! $100.001 577.60 3.74% $177.60 C479920089EE' EE $1001 08/1994! 08/2008 08/2024 $50.00', $38.80' 3.74% $88.80 C479920006EE' EE $100' 08/1994 08/2008:` 08/2024 $50.00 $38.80 3.74%: $88.80 C501406624EE' EE $100< 12/1994 06/2008> 12/2024! $50.00- $36.72 4.01% $86.72 C555322006EE' EE $100'• 02/1996', 08/2008 02/2026' $50.00', $29.68 3.88% $79.68 C619708585EE1 EE $100 10/1997, 05/2008; 10/2027' $50.00; $27.48 4.11% • $77.48 C652945614EE;; EE $100 08/19981 05/20081 08/2028, $50.00. $23.76 4.11% $73.76 C689733982EE' EE $100 09/1999 05/2008' 09/2029", $50.00 520.16 4.11% $70.16 C714031733EE' EE $100' 07/2000', 05/2008> 07/2030! $50.00', $17.40 4.11% ' $67.40 C754609413EE EE $100:; 07/2002 05/2008- 07/2032' $50.00' $11.04' 4.11% $61.04 CALCULATE ANOTHER BOND How would you rate this tool? Excellent Good Fair Poor I Free..d...o.m of Information_Act I Law & Guidance ~ Privacy. & Lega(..Natices I We..bsite Terms. & Condition U.,S Depa. rtment of_the,_Treasury,.._Bureau ofi the Public Debt ht+„•//~xnxnx~traacnrvrlirPCt anv/RC`/CRC`Prine si~~i~nnR ®R.RSTOWNBANK A Tradition of Excellence May 22, 2008 To: Weigle & Associates 126 East King Street Shippensburg Pa 17257 From: Traci Shaffer Orrstown Bank Customer Service Center PO BOX 250 Shippensburg, Pa 17257 Re: Estate of Marian R Hockenberry Date of death Apri122, 2008 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 Date opened Principal Accrued Interest 696013 Fred L Hockenberry 01/28/97 15604.01 2.39 Marian R Hockenberry 103210068 Fred L Hockenberry 12/01/97 8280.55 3.18 Marian R Hockenberry SA VINGS ACCOUNT Account # Title of Account Date o ep ned Princi al Accrued Interest CERTIFICATE OF DEPOSIT Account # Title of Account Date Opened Principal Accrued Interest 30056606 Marian R Hockenberry 12!05/96 3133.90 5.15 IRA PO Box 250 • Shinnensbura_ po ~~~5~ • [7171 [~7_G~an - ~~+~~ r-,~ ~~ ~~ O~s~ra~wlvBa:~ A Tradition of Excellence CERTIFICATE OF DEPOSIT Account # Title of Account Date Opened Principal Accrued Interest 4000004780 Fred L Hockenberry 10/15/04 10000.00 7.67 Marian R Hockenberry 4000006176 Fred L Hockenberry 04/29/05 10000.00 30.82 Marian R Hockenberry 4000006177 Fred L Hockenberry 04/29/05 10000.00 30.82 Marian R Hockenberry 4000006892 Fred L Hockenberry 08/01/05 10000.00 24.74 Marian R Hockenberry 4000013447 Fred L Hockenberry 10/10/06 10000.00 16.93 Marian R Hockenberry 4000019460 Marian R Hockenberry 09/11/07 3283.05 2.54 IRA 4000023272 Fred L Hockenbeny 12/04!07 10000.00 12.87 Marian R Hockenberry 4000021684 Fred L Hockenberry 12!04/07 10351.92 21.80 Marian R Hockenberry PO 6nx ~Sn • S~11I1nnnehnr.. DA 97'fG7 . /~wv~ r~+~+ ~... ~---• --- - - -- - ~I~iings by Investor ~ Fred L Hockenberry Joseph Bowden 198 Chamberlin Road Shippensburg, PA 17257 ., PA 717-530-2618 lYlr. We~'g le Da-~ o~ L~a~t~-i hockenberry Ua~U.~S Date: 04/22/2008 _. , Created: 05/20/2008 Marian R Hockenberry Acct Name;INTC CUST IRA FBO MARIAN R HOCKENBERRY 198 CHAMBERLIN RD SHIPPENSBURG PA 17257-9713 Acct No:03911066110 AcctType:IRA Individually Established Rep. No:11856 Asset Name. Ticker Asset Type Mgt. Name Quantity Price(S) Value(;) AIM BASIC VALUE FUND - CLASS B GTVBX EQUITY AIM 43.44 26.04 1,131.18 INVESTMENT SERVICES, INC. AIM CHARTER FUND - CLASS B BCHTX EQUITY AIM 236.52 15.21 3,597.48 INVESTMENT SERVICES, INC. AIM CHARTER FUND A CHTRX EQUITY AIM 191.99 15.85 3,043.09 INVESTMENT SERVICES, INC. AIM FINANCIAL SERVICES FD - CL iFSBX EQUITY AIM 73.16 16.27 1,190.36 B INVESTMENT SERVICES, INC. AIM GLOBAL HEALTH CARE FUND - GTHBX EQUITY AIM 100.44 22.59 2,268.94 CLASS B INVESTMENT SERVICES, INC. AIM INTERMEDIATE GOVERNMENT AGVBX FIXED INCOME AIM 502.32 8.70 4,370.20 FD - CL B INVESTMENT SERVICES, INC. Account Total: $15,601.25 Acct Name:INTC CUST ROTH IRA FBO MARIAN R HOCKENBERRY 198 CHAMBERLIN RD SHIPPENSBURG PA 17257- 9713 Acct No:02500002976 AcctType:Rath IRA Rep. No:11856 Asset Name Ticker Asset Type. Mgt. Name Quantity PriceO Value(S) AIM GLOBAL HEALTH CARE FUND - GGHCX EQUITY AIM 85.45 26.13 2,232.86 CLASS A INVESTMENT SERVICES, INC. AIM LIMITED MATURITY TREASURY LMTAX FIXED INCOME AIM 218.91 10.31 2,256.99 FUND-A3 INVESTMENT SERVICES, INC. Account Total: $4,489.85 Investor Total: $20,091.11 __ __ Paae 1 of 4