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Home My WebLink About11-13-08~ ~ 15056D41147 REV-15®0 EX (Ofj-05) OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes county code Year File Number ' Po Box.2aoso~ ~~~~ INHERITANCE TAX RETURN Harrisburg, PA 17128-OS01 ~Y'°`"`~ RESIDENT DECEDENT 2 1 0 8 ~c~ f n ENTER DECEDENT INFORMATION BELOW Ks Social Security Number Date of Death r Date of Birth 02 23 2008 09 08 1919 Decedent's Last Name Suffix Decedent's First Name SHELTON MI RUTH H (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 ~X ~ 1. Original Return 2. Supplemental Return ~ i I 3. Remainder Return (dote of death prior to 12-13-82) -..~ 4. Limited Estate I 48 Future Interest Compromise L- J (date of death after 12-t2-8z) ~ ~ .5. Federal Estate Tax Return Required X I g Decedent Died Testate - -~ ~ Decedent Mairlained a I ruing Trust 1 (Attach Copy of Will) __~~ (Anach Copy of I rust) H. Total Number of Sate Deposit Boxes -- ~ ~ 9. Litigation Proceeds Received 10. Spousal Povert Credit (date of death - ~ between t23t Xt and t-t-~5) ~ ~ 11_Election to tax under Sec. r3113(A) (Attach Sch. O) CORRESPONDENT -THIS SECTION MUST 8E COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name JAMES D , ~ Daytime Telephone Number HUGHES ESQ. 717 249 6333 Firm Name (If Applicable) S A L Z MANN HUGHES P C ~ REGISTER OF WILLS USE ONITY~ First line of address ~ ~~ O ~o - 354 ALEXANDER SPRING ROAD, ~ ~ -' -~ C'~ ~ Second line of address ~ tom" _ a t ._.. _~ _ , _, . ~; -- _ _ .-~ - _ _.~ 1__t ~ City or i--ost Office DATE FfL~ State ZIP Code =- r CARLISLE PA 17015 ~`~ ~~ f.. ,j.t ~-- c~ -. Correspondent's a-mail address: Under penalties of perjury, t declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledye and belief, it is true, correct and complete. D clam 'on of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE: -F2SON RLSPON ' -_ FO F=11_ING RCTUF2N __ )Alr ' James W. Shelton Jr. ~ ~ ~ ADDF2ESS --~ _642 nc eet, Fredericksburg, VA 22405 SIGf11~TUFttr. ' PR - f~ -f 1 HE_R THAN REPkLS[N1"A71VF /% ~~ UA f f i ----- James D. Hughes Esq, t ~ ~L ~ 4DDRF S 354 Alex der Spring Road, Suite 1, Carlisle, PA 17015 Side 1 15D56D41147 15056041147 REV-1500 EX 15056042148 oP~ev~r,rs Nay„e: Ruth H. S h e l t o n - -- -- _ _ _ 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. Decedent's Social Security Number 169,900.00 78,774.88 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ............ .... 5. 6. .loinlly Owned Property (Schedule F) ~ Separate Billing Requested ......... .... 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) I Separate Billing fequested ......... .... 7. 8. Total Gross Assets (total Lines 1-7) ................................................................... .... 8. 9. Funeral Expenses & Administrative Costs (Schedule 11) .................................... ..... 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ........................... ..... 10. 1 1. Total Deductions (total Lines 9 & 10) ................................................................. ..... 11. 12. Net Value of Estate (Line 8 minus Line 11) .........................:.............................. ..... 12. 1,;, Charitable and Governmental Bequests/Sec 9113 Trusts for which an elc;clion tq tax has not been made (Schedule J) ............................................ ..... 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) .. ............................................... ___ _ 14. ____ - -- _ _ - TAXCOMPUTATION -SEE INSTRUCTIONS FOR APP LICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, of transfers under Sec. 9116 (a)(1.2) X .00 0 0 0 15. 1Ei. Amount of Line 14 taxable 5 9 7, 1 2 0 7 8 16. at lineal rate X .045 17. Amount of Line 14 !. ~ ~ able at sibling rate X .1?_ U U U ~ ~ 18. Amount of Line 14 taxable 0 0 0 18. at collateral rate X .15 19. Tax Due ............................. ~ .................................... 19. .................................................... 20. FELL IN THE OVAL IF YOU ARE EQUESTING A REFUND OF AN OVERPAYMENT. `~~ ~ U y~ 11 Side 2 173,288.70 34,855.07 221,287.57 678,106.22 __ _ - --. 58,081.15 2,904.29 60,985.44 617,120.78 20,000.00 597,120.78 ___ __. 0.00 26,870.44 0 0 0 0.00 26,870.44 15056042148 15056042148 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments (1) 26,870.44 A. Spousal Poverty Credit B. Prior Payments 24 500.00 C. Discount 1,289.47 3. Interest/Penalty if applicable Total Credits (A + g + C) (2) 2 5, 78 9.47 D. Interest --- E. Penalty Total InteresUPenalty (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. --------- Check box on Page 2 Line 20 to request a refund (4) _____ 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. ~ (5) - 1, 08 0.97 (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. --------- (5B> 1, 0 8 0.9 7 Make Check Payable to: REGISTER OF WILLS AGENT { Y "'t ^ y YM.'k, ~+. .~'. y ~ ~.~{n ~~' ~ {, ~ ~~ ,may ~ PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS ~ .tr. 1. Did decedent make a transfer and a. retain the use or income of the property transferred :............................................................................... Yres I~No b. retain the right to designate who shall use the property transferred or its income :.................................... C~ ~~x~ c. retain a reversionary interest; or ........................ C-~ ~ "-J d. receive the promise for fife of either payments, benefits or care? ................ ................ 2. tf death occurred after December 12, 1982, did decedent transfer roe ~~ ~ x receivin ade uate considerations ...................... p p rty within one year of death without 9 q . .................:........................ ........................... ~X~ ~~ ...... id decedent own an "in trust for" or payable upon death bank account or security at his or her death?......... 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which C [~ contains a beneficiary designation? .................. ~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 January1, 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 decedent'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. LREV-1500 EX Page 3 File Number 21-08- ~~~~ Decedent's Complete Address: Rev-1502 EX+ (6-98) C t SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT wtr-tC ur Shelton, Ruth H. FILE NUM ER 21 08 0„~~(,_ 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 jointlyowned with right of survivorship must be disclosed on schedule F. - -• --.'._.._. r..y..., .., ., ~~ jai i is mce~ opyrlg t (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule A (Rev. 6-98) Rev-1503 EX+ (6-98) C t I SCHEDULE B STOCKS & BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Shelton, Ruth H. FILE N 21-01 ----.- All propeRy jointly-owned with right of survivorship must be disclosed on Schedule F. - ----. ---.-..-..... r..y..., ..~ om aanlc sce) opyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B (Rev. 6-98) Rev-1508 EX+ (6-98) t 7 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Shelton, Ruth H. FILE N~ 21-08• Include the proceeds of 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 NUMBER DESCRIPTION 1 Cash on hand 2 Farmers National Bank -checking account #129674 3 The New Yorker, refund 4 Time Inc., refund 5 1974 MGB 6 1987 BMW 3251S -sold 7 2004 Volvo V70 Wagon -sold 8 Coin/paper money collection 9 Misc. personal property VALUE AT DATE OF DEATH 120,000.00 20,119.29 58.68 72.23 750.00 1,100.00 14,000.00 1,263.50 15,925.00 TOTAL (Also enter on Line 5, Recapitulation) I 173 288.70 (If more space Is needed, addtttonal pages of the same slze) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) Rev-1569 EX+(6-98) ~ t . SCHEDULE F COMMONWEALTH OF PENNSYLVANIA INH JOINTLY-OWNED PROPERTY ERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Shelton, Ruth H ~ FILE NUMBER . 21-08-020+ 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. James W. Shelton Jr. 642 Lancaster Street Fredericksburg, VA 22405 Son B. C. JOINTLY OWNED PROPERTY: LETTER DATE ITEM DESCRIPTION OF PROPERTY FOR JOINT MADE NUMBER TENANT JOINT INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER ATTACH DEED FOR DATE OF DEATH % OF DECD'S DATE OF DEATH U O . JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENI S I NTEREST 1 A 11/5/2007 NFCU -share checking account 3,082.41 100.000% 3 082 41 #0644875718 , . 2 A 11/5/2007 NFCU -share savings account 31,772.66 100 000% 31 772 66 #0644875106 . , . TOTAL (Also enter on Line 6, Recapitulation) I 34 855 07 (If more space Is needed, addltlonal pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule F (Re;v. 6-98} Rev-1510 EX+(6-gg) 1 f ,,. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ~o~r,tC Vr' Shelton, Ruth H. FILE NUMBER 91_nQ_n~n/~ This schedule must be completed and filed if the answer to any of questions t through 4 on the reverse side of the REV-1500 COVER SHEET is yes. V ` ITEM DESCRIPTION OF PROPERTY NUMBER INCLUDE NAME OF TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECD'S EXCLUSION THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) 1 John Hancock -annuity 209,511.73 2 Orrstown Financial Services Inc. -transferred 14,775.84 into joint ownership with son, James W. Shelton 3,000.00 Jr., 12/19/2007 TOTAL (Also enter on Line 7, Recapitulation) (If more space Is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. TAXABLE VALUE 209,511.73 11,775.84 221,287.57 Form PA-1500 Schedule G (Rev. 6-98) REV-1151 EX+ (12-59) l l COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES ~ ADMINISTRATIVE COSTS C CTA Tr n ...v.r'~.~ VI Shelton, Ruth H. Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION A. FUNERAL EXPENSES: See continuation schedule(s) attached " B• ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Security Number(s) / EIN Number of Personal Representative(s): Street Address City State Zip Year(s) Commission paid 2. Attorney's Fees SALZMANN HUGHES PC 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent -' FILE NUMBER 21-08-02(~n AMOUNT' 11, 988.62 30,490.00 4. Probate Fees 352.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs See continuation schedule(s) attached 15,250.53 TOTAL (Also enter on line 9, Recapitulation) 58,081.15 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-1502 EX+ (6-98) ~CNEDULE H-A FUNERAL EXPENSES. continued COMMONWEALTH OF PENNSriVANIA ' INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Shelton, Ruth H. FILE NUMBER 21-08-02ofr', Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-A (Rev. 6-98) Rev-1502 EX+ (G-98) c ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H-BT OTHER ADMINISTRATIVE COSTS continued t51Alt OF Shelton, Ruth H. FILE NUMBER 21-08-020Cn ITEM NUMBER DESCRIPTION 1 Cumberland Law Journal -estate notice publication 2 Farmers National Bank -lost SDB key fee . 3 IBIS Appraisal Service 4 James W. Shelton Jr. -reimburse expenses/mileage for funeral, estate settlement 5 Julie Rhoads -cleanup 6 Register of Wills -filing fees 7 Settlement charges on real estate - (estimated) 8 The News Chronicle Company -estate notice publication Subtotal AMdUNT r 75.00 15.00 180.00 2,872.53 97.50 35.00 11,900.00 75.50 15,250.53 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B7 (Rev. 6-98) Rev-1512 EX+ (6-98) r I COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE 1 DEBTS OF DECEDENT, MORTGAGE LIABILITIES, &~ LIENS ESTATE OF Shelton, Ruth H. FILE NUMBER 21-08-02Ot*n Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION VALUE .AT DATE 1 ADT security OF DEATH 55.99 2 Cardiovascular Assoc. 37.76 3 Comcast Cable 229.04 4 Dale Heberlig -snow removal/mowing 616.00 5 Embarq 271.13 6 Kough's Oil Service 629.42 7 Linden Hall Antiques, appraisal fee' 125.00 8 Newville Water 8~ Sewer 351.53 9 PP&L 285.27 10 Sherry L. Hershey, tax collector - 2008 personal taxes 14.70 11 The Bon-Ton credit card 6.00 12 USAA credit card 118.12 13 Waste Management 164.33 TOTAL (Also enter on Line 10, Recapitulation) I 2 904 29 (If more space Is needed, addltlonal 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+ {9-00) t ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCFIEDULE J BENEFICIARIES ~....~.. ~ v r Shelton, Ruth H. NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I- TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116(a)(1.2)] James W. Shelton 642 Lancaster Street Fredericksburg, VA 22405 FILE NUMBER 21-08-020 RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF E=STATE DECEDENT (Words) Da Not List Trustee(s) ($$$) Son ~ remainder Enter dollar amounts for distributions shown above on lines 15 throw h 18, as a I Total 9 ppropriate, 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 20,000.00 TOTAL OF PART 11-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET Copynght (c) 2002 form software only The Lackner Group, Inc 20,000 00 • Form PA-1500 Schedule J (Rev. 6.98) Rev1502 EX+ (6-98) 1 ~ ,` COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J-11B CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS continued ESTATE OF Shelton, Ruth H. ITEM NUMBER .DESCRIPTION 1 Big Spring Presbyterian Church 25 South Corporation Street Newville, PA 17241 2 John Graham Library 9 Parsonage Street Newville, PA 17241 Copyright (c) 2002 form software only The Lackner Group, Inc. AMOUNT 10,000.00 10, 000.00 Subtotal I 20,000.00 Form PA-1500 Schedule J-IIB (Rev. 6-98) FILE NUMBER 21-08-02026 LAST WILL AND TESTAMENT OF RUTH H. SHELTON I, RUTH H. SHELTON, a resident of the Commonwealth of Pennsylvania, make, publish and declare this to be my Last Will and Testament, revoking all wills and codicils at any time heretofore made by me. I live with my husband -who retired from the military service of the United States. FIRST: I direct that the expenses of my last illness and funeral, the expenses of the administration of my estate, and all estate, inheritance and similar taxes payable with respect to property included in my estate, whether or not passing under this will, and any interest or penalties thereon, shall be paid out of my residuary estate, without apportionment and with no right of reimbursement from a:ny recipient of any such property. SECOND: I give all real estate owned by me at the time of my death, and all rights that I have under any related insurance policies, to my husband JAMES W. SHELTON, if he survives me. THIRD: I give my seventeen (17) Gold Bangle Bracelets to my friend JOANNE BEACH. All other tangible personal property is given as hereafter provided with respect to my residuary estate. FOURTH: If my husband does not survive me, I give the sum of Ten Thousand Dollars ($10,000.00) to the BIG SPRINGS PRESBYTERIAN CHURCH, Newville, Pennsylvania. FIFTH: If my husband does not survive me, I give the sum of Ten Thousand Dollars ($10,000.00) to the JOHN GRAHAM LIBRARY, Newville, Pennsylvania. SIXTH: I give all the rest, residue and remainder of my property and estate, both real and .personal, of whatever kind and .wherever located, that I own or to which I shall be in any manner entitled at the time of my death (collectively referred to as my "residuary estate"), as follows: (a) If my husband JAMES W. SHELTON survives me, to my husbandoutright (b) If my husband does not survive me, then to my son my son JAMES W. SHELTON, Jr. if he survives me, or if he does not survive me to any then living issue of my son, ex sf es: l.,,t,G~i1~. ,,:% (c) If my husband does not survive me and there shall be no issue of mine then living, my residuary estate shall be paid and distributed to the BIG SPRINGS PRESBYTERIAN CHURCH, Newville, Pennsylvania. SEVENTH: If any property of my estate vests in absolute ownership in a .minor or incompetent, my Executor, at any time and without court authorization,. may: distribute the whole or any part of such property to the beneficiary; or use the whole or any part for the health, education, maintenance and. support of the beneficiary; or distribute the whole or any part to a guardian, committee or other legal representative of the beneficiary, or to a custodian for the beneficiary under any gifts. to minors or transfers to minors act, or to the person or persons with whom the beneficiary resides. Evidence of any such distribution or the receipt therefor executed by the person to whom the distribution is made shall be a full discharge of my Executor from -any liability with respect thereto, even though my Executor may be such person. If such beneficiary is a minor, my Executor may defer the distribution of the whole or any part of such property until the beneficiary attains the age of eighteen (18) years, and may hold the same as a separate fund for the beneficiary with all of the powers described in Article NINTH hereof. If the beneficiary dies before attaining said age, any balance shall be paid and distributed to the estate of the beneficiary. EIGHTH: I appoint my husband JAMES W. SHELTON to be my Executor. If my husband does not survive me, or shall fail to qualify for any reason as my Executor, or having qualii-ted shall die, resign or cease to act for any reason as my Executor, I appoint my son JAMES W. SHELTON, Jr. as my Executor. I direct that no Executor shall be required to file or furnish any bond, surety or other security in any jurisdiction.. NINTH: I grant to my Executor all powers conferred on executors under the Pennsylvania Probate, Estates and Fiduciaries Code, as amended, or any successor thereto, and all powers conferred upon executors wherever my Executor may act. I also grant to my Executor power to retain, sell at public or private sale, exchange, grant options on, invest and reinvest, and otherwise deal with any kind of property, real or personal, for cash or on credit; to borrow money and encumber or pledge any property to secure loans; to exercise all powers of an absolute owner of property; to compromise and release claims with or without consideration; and to employ attorneys, accountants and other persons :for services or advice. The term "Executor" wherever used herein shall mean the executors, executor, executrix or administrator in office from time to time. . TENTH: I direct that for purposes of this will a beneficiary shall be deemed to predecease me unless such beneficiary survives me by more than thirty. days. This document was prepared under the authority of 10 U.S.C. § 1044 and implementing military regulations and instructions, by Captain Joseph Krill, United States Army, who is licensed to practice law in the State of Pennsylvania. IN WITNESS WHEREOF, I, RUTH H.~LTO sign my name and publish and declare this instrument as my last will and testament this ~ day of 2006. / , RUTH H. SHiJLTON The foregoing instrument was signed, published and declared by RUTH H. SHELTON, the above-named Testatrix, to be her last will and testament in our presence, all being present at the same ~J time, and we, at her request and in her presence and in the presence of each other, have subscribed our names as witnesses on the date above written. ~~~ having an address at G ~~ i3 havingan~ayd~d~ress at ~ 7or7 3 ACKNOWLEDGMENT AND AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA, COUNTY OF CUMBERLAND, ss. We, the Testatrix and the witnesses, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix, RUTH H. SHELTON, signed and executed said instrument as her last will and testament in the presence and hearing of the witnesses, and that she had signed willingly, and that she executed it as her free and voluntary act and deed for the purposes therein expressed, and that each of the witnesses at the request of the Testatrix, in the presence and hearing of the Testatrix and each other, signed the will as witness, and that to the best of his or her knowledge the Testatrix was at the time at least eighteen years of age or emancipated, of sound mind and under no constraint, duress, fraud or undue influence. .~ ~~~~~r .~~ ~~ RUTH H. SHELTON Testatrix n ~ ~~ N~ t print: ~Si~t Gcoa_6~ Witness print: /Qpse~ /~~ O~-7 Witness Subscribed, sworn to and acknowledged before me by the said RUTH H.~H~F.F,TON, Te trix, and subscribed and sworn to before me by the above-named witnesses, this day of 2006. N tary Public My commission expires on i~~, i~ aoo 9 COMMONWEALTH OF PENNSYLVANIA Notarial Seal Beth' S. Kistler, Notary Public Carlisle Boro, Cumberland County MY Coiru~nission Expires May 14, 2009. Member. Pennsylvania Association of Notaries 10/14/2008 16:10 FAX 717 245 2255 RE/MAX STERLING ASSOC. I~j002/003 ~ ~ .L.ISTIN(; CONTRACT ~EXCI.US.IVE RIGHT TO SELL REAL ESTATE XLS ThiF form sec<~crtmrndrd and pproved for, but not ro~ui text to uac h , UtC lnCmbCts of the Pennrrylvania Ayy~:itrtiun of RR t ALTORSs /,PAR). ~ BTtOKER (Cnmpst~ S 3 9ET,.i.l:lt ' q Does Seller have n Listxog Contract with ty ter Bt ker? p yes No •• ~~ -' s 1(f yes, explain: -- 6 '^~• r 1. PROPF,iI7'y ~/-~--~. e Address ~~'~' ~ G • r `~ ^~ IS F~.1). Y CE $ ~ ~r -`_ s Munici ali (~ ___ p tY y~ bo1' ug}I, owns _ (/~ - -----,~. to County _ tt Guning_ - - _ _~ t _ SC District _ -~ . - - 1z Idet>tifieal'on Tax ID #; P ce - ot, B Present Use ••-- 13 Ced BO(tk T'gge, Rccurding Date} ' to Z, START1Nfs 8z I:Nb j• - -- _ __ E OF I. S 1 ING~CpN'1'1ZACT {ALSO CAJ~LIsU "TERM") ~ • is A., lY~o Association pf RLALTORS~ has set or recotnttzcndcd the term of this contract. By law, the length nr tern;t of a listing cptl- ta tract may not exceed one year. Kroker raid Seller,havc discussed attd agreed upon the length or tt:rm ,t, t~ li, Scvning Date; T11is Cunltact starts when signed Sro r a Seiler, unless otherwise stated hcvc:~ to C. Ending Date; This Contract ends on S9 3. bi]~,L AGENCY -- •- -_ .. __ ~ _ - ~" Seller agrees that Broker easy also represent the buyer(s) of the Property. The Beaker iv a DIJAI, gCI`sNT whets representing bath zt Seller .and the buyer in tli'e sale of a property. n 4- IGNATED AGENCY 23 Not A~pplicaltle. ' 24 • ^ Applicable. Brnk~er may designate licerisees to represent the separate enterests of Seller and the buyer. Licensee (identified zs above) is the Designated Agent, wlta will set exclusively as the Seller A$eut. 1fPru is intrpdttced to the buyer by a licensee zH is file Cuiit rn wh Vim' p~ y b is not representing [hc buyer, then that licensee is autltorizcd to work on behalf of-Seller. If Liurnsec is also 3~ the 13uycr ;ti Agent, then Licensee is a DLJAT. AGh;N'T. 2s 5, BROKER'S FF1F. zs No Assuciatiott oFItLALTOR~ leas Set ur rccntnrriended the Flroke 's F BntkeT and Seller have negotiated the 1`cc that Seller will ~ pay Broker. Broker's Fee is % of the sales price AND ~+ U~ st 6. COOPEIZAI'lUN WfTIFI.O'rHER BRO11~;R5 id by Seller. . ~ Licensee has explained l'iroker's cprripany pulicics shout coopcrat ~~-~ ~ from l3rctkcr's Fees wt other ru crs. rok Ind Seller agree dial BrukL7 will pay a fee to another brolu;r who procures the buyer, is a member of a Multiple Listing Service {MLS), and who; 3l ,~, represeflts~Seller (SUBAC.E -----~ N'i~. broker will pay oflfrom the sale price. 3s B- represents the baycr (BWEit'S A(;<ENT). Broker will a ~ •• ~ - P Y _.,,._ ~j oflfrotn the sale price. 3s A payer's Agent, even iF rompensated by Broker for Keller, wall represent the AA.tcresty of the buyer. 37 G. ^ does not represent either Seller or a buyer (TRANSAC"!'lUN LICENSEE), ~ Broker will pay _ ~ -. as 7. 1'AYMFNT OT IiRUKER'S I+')H:E ---•- - - ~-- of%fmm the sale pries:. ao A- Kelletr wit( pay Brolrcr°s Fee if Property, or stay ownership interest in it, is sold or c=changed durlnp the term of this a' Contract by Brol{cl; Broker's r,alespersonr, Scllcr, or by any other person or broker, at iltc listed nee or an ax able to Seller: P ~ y price acecpt- 93 1~. Seller will pay Bmkcr's Fee i f a ready, willing, and able buyer is found by Broker or by anyone, including Seller. A willing buyer °q is one who will pay the listed price or rnon; !or the Pro c °S C- Seller will pay Broker's l~ce if ttegatiations that are pcndi gat the )ending D• tr; of this Contfract resulttitida ~aStcllcr, ~ D. Seller will pay Broker's Fee for a s• oc a the L'nding Date of tltds C".ontrac:t TF: (1) The sale aCCUrs within _• of the L'nding Hate, ANll AA (2) The buyer was shown ur negotiated lu bu th pro as Y perly during the term of this contract, AND (3) Tha Prupcriy is not listed undar an "cxclu5iv right to sell contract" with anl>ther broker at the time of the sale. 5o E. • If a buyer signs tin agreement of sale then refitses ta' buy the Prupt;rly, or if a buyer is unable to buy the Prupcrly because of litil- 5t tog to do~l the things required of the baycr iu the ~ agreement of sale (buyer default), SclTcr will pay Broker s2 o1%frorn bu cr's de ss p, Tf the >aro erty~or ari y ~ pos)t tnonics, OR the Broker's Fee in Paragt~ph 5, whichever is less. ~ p y part of it is taken by atiy Sovernmcnl for public use (Eminent Dotnain), Seller will pay Broker's Fee frorn any tnonzy paid by the Kuvernlttent. s5 Ci• If a sale occurs, Broker's Fee will be paid upon delivery ofthe deccT or other evidence of lr,~nsfer oftitle or interest. If the Property as is transferred by an installment contract, Broker's Fee will be paid upon the execution pf the installment contract. -!ter +I XLS Fage 1 of 4 _r~ I Pennsylvania Association of REgLTORSP° COI'YRI(,'~'rpENNSYLYAIYIAAFlgC1CJATIONOF'RF,AL7Y)H,$~oj~ ^ 6/U7 10/14/2008 16:10 FAX 717 245 2255 RE/MAX STERLING ASSOC. Q'1003/003 16t3 26• MARKJGTIIVG OF PRO]i"]ERTY te> ~ A. rc: pcnnitted, Broker, at•Broker's option, may use: For sale sign ,S61d sign ^ Key in office ~j,ock box 166 ri t 1 lectxonic adveriising, includjn hoto za hs • 169 E3. Rmker~wil]/^ will not use a Multiple Listing S twice ( .S) to adv~rtise the P opelty w othernreaI estate U oke _ 17U Seller agrees that Broker, Licensee, and the MLS are not responsible for mistakes in Che MLS and/or advertising of th Plru~p~erty~ 177 z7. iTLmS 1NC1(,,11DED/NOT rNCLUI;fED LN'~I;E pR><c.F OF 7~HE PROPERTY 17Y A. 1NCLUUF..p in the sale ire all existing iteltil3 permanently installed iu the Prcipcrty, free of liens, ~incIudillg plumbing; beating; 773 lighting f ixwres (including ~andeliers atld coiling fans); water treabne~lt systCrns; pool and spa equipment; garage doer openers n4 and transrnirzers; tc14VlSlOri antennas; un nixed shruhbe n5 P ry, plantings, and trees; any rexx~aining heating and cooking fuels stored un the Prorerty at the tiinc ot• settlement; sump pumps; stnlage sheds; mailboxes; wall to wall carpetjng; existing window 17s screens; sipr[n windows and screen/storm doors; window ouvering hardw shades and 'n s; built-" air Bondi ' Hers; b ilt- lt~ i11 appliaJnecs`; au the ra~+ngc;/oven, nless otherwise stated. Also includCd: 178 -~tY~~l { __ ._ 1~9 R, LEASE items {not owned h seller): -'- 190 _ _ 1s1 C:. EXC:LUDFU .-- -"-- fixtures and hems: 79s ls: 194 7A5 190 187 166 19B T90 191 192 193 794 195 19ti 197 198 199 290 zo1 2oz zn3 2oa zos zoc zoo za9 C. Real $state Properly Tax Assessment $ Ys;arl- y ~ axes $-_ Wage/Tncome Tax $ Per Capita Tax $ Estimated Utilities (trash, water, Sewer, electric, gas, oil, clc.): D. Association Fees ~ .-~ )1><cludc: ----~ BiJ >HINANCiNC Scllc •11 accept the following arrangen]etlts for buyer to pay far the Ptnpezty: Crash ~ ConvCntiona] No a e b cllcr's help 1o buyer (if any). '~ g ^ FHA naorigage ^ VA mortgage Seller bas rCad the C:onsnmer Nofinn s~ oa....~..a .... ~__ .. • - ----_--- ,., ..-~ ~•~« tout i.~ixie ~:omm~ssAOn At 49 Pa, Codc §35.330. zlo Seller glvr~ pernlissiop fur Brnkcr to send inforlugtyon about this transaction to the Cox number(s) and/or a-mail add[css(es) listed below. 211 Seller has read the entire Covfract before signing. All Sellrrs must sign this Contract. 21P 1<tetu[n ny facsimile (FAX) coaetitutes acceptance of this Contract. - 473 lVC)'I'1CE BEICURr<,<, SIGNING: IF SELLIN;R f1iAS LEGAL QUESTIONS, SELLER ]S AD'V7SF',D TO C.ONSULT,~N AT~'ORNEY. 214 SELLER'S MALLYNtr ADDRF,SS: 215 ---"" 216 PHUNI~:: a~ ,6, •-•- `M. _ FAX: E-M tfL• zn 6D:t,I.FR DATJt; DATE 219 SELLER zzn 13RUKER (Cot az, ACC>~;PTlin ~ llATE DATE. 7tLS Pagr; 4 of 4 05/19/2008 13:15 2104980991 FSG MEMBER RELA 9$00 Frrdcricksburg Road San Arttonio,'rcxas732$3 USA~1~ E5T OF RUTH H SHELTQN C/0 SAL7MANN HUGHES, PC ATTN JACQUELINE DRAWBAUGH FAX 717 249-7334 May 19, 2008 L1SAA # 688 43 19 Growth & lncomc Fund CUSIP # 9032$8.80-1 Account # 379016803 ] 4 Dear Ms. Drawbaugh: PAGE 02/02 USAA is committed to providuxg excellent service to its members, As you requested, I am providing the following information for the account of the late Ruth H, Shelton registered as follows: Ruth H. Shelton Individual Registration 4pencd: March 12, 2004 The account value on February 22, 2008 was: Share Accrued Account Shares Price Dividends Value 4,323.51'7 $15.67 NA'~ $67,744.51 *Fund dots not accrue daily dividends, If you have questions, please call a USAA member service representative at 1-SOO~S31-USAA (8722), Thank you, USAA Shareholder Account Services 688 43 19-48017-49$$3-S~1S.SAS4S LINDEN HALL ANTIQUES 211 N. OLD STONE HOUSE ROAD CARLISLE, PA 17015 717-249-1978 To: James D. Hughes, Attorney 354 Alexander Spring Road Carlisle, PA 17015 From: William G. Rowe, Appriaser 211 N. Old Stone House Road Carlisle, PA 17015 Re: Personal Property Appraisal Estafe of Ruth H. Shelton 24 Parsonage Street Newville, PA 17241 Date: April 3, 2008 LIVING ROOM Mirror Prints Italian paintings Oesk Sofa /chairs, set Tilt-top table Stand Saber Mahogany stand Prints (2) Mirror, O.G. Stand -marble top Brass /silver i#ems High-boy chest of drawers Pewter candlesticks /plates Lamps Area rugs (2) Foot stool Table, butterfly leaf Night stand Child's rocker Copper kettle Water color Coffee table T.V. -old Cabinet items: Platter Tea pots Figurines Lamp Miscellaneous glassware Knick knacks $150.00 $30.00 $125.00 $650.00 $750.00 $350.00 $10.00 $115.00 $60.00 $20.00 $35.00 $150.00 $25.00 $1,500.00 $150.00 $200.00 $375.00 $30.00 $140.00 $85.00 $110.00 $100.00 $125.00 $65.00 $10.00 $85.00 $115.00 $50.00 $30.00 $50.00 $45.00 Shelton Appraisal 1 04/03/2008 DINING ROOM Paintings $115.00 Captain's chair $30.00 Corner cupboard $2,000.00 Set dishes $110.00 Iron pot $10.00 Flatware $115.00 Rug $30.00 Table, dropleaf $200.00 Set chairs $150.00 Jelly cupboard $165.00 Miscellaneous dishes $20.00 Brass ladle $45.00 Scales $30.00 KITCHEN Country collectibles $250.00 Ladles $115.00 Cookie cutters $50.00 Ice box $110.00 Rifles (2) $400.00 Corner cupboard $550.00 Storage jars $50.00 Table, dropleaf $95.00 Stand $20.00 Chairs $50.00 Dishes, miscellaneous $20.00 Miscellaneous housewares $30.00 DEN Collectibles $50.00 Wall hangings - souvenier $65.00 Saber $115.00 Bell $230.00 Books $115.00 Bookcase $20.00 Coffee table $10.00 Sofa /chair $110.00 BEDROOM Single bed $100.00 School desk $30.00 Desk $10.00 Cupboard $450.00 Jug $10.00 Mirror $50.00 Tea cart $25.00 Rocker $15.00 Wall hangings $10.00 BEDROOM Bedroom set -marble-top dresser $1,050.00 Chairs, pair $140.00 Chest of drawers $450.00 Quilt rack $40.00 Shadow box $70.00 Dresser items $50.00 Shelton Appraisal 2 04/03/2008 Misce-laneous collectibles Sewing machine base /marble Mirror Prints (2) Hallway -rug /mirror BEDROOM Bedroom set Rocker Wall hanging Chair Dresser /mirror Rug Military items Sewing stand Brass bucket Hall desk LOFT Trunk Books Chair Milk can Cot Iron toys Doll cradle Stuffed bear ATTIC Selection of miscellaneous household BASEMENT t2 sectionsl Hand tools Small freezer Cabinet Miscellaneous household items OUTSIDE Push mower -old Miscellaneous storage items $75.00 $35.00 $30.00 $30.00 $95.00 $750.00 $65.00 $110.00 $10.00 $100.00 $5.00 $25.00 $45.00 $30.00 $100.00 $10.00 $10.00 $10.00 $15.00 $5.00 $300.00 $50.00 $65.00 $115.00 $45.00 $10.00 $10.00 $25.00 $20.00 $20.00 Total $15,925.00 William G. Rowe ~L-- Shelton Appraisal 3 04/03/2008 "' ~, ;.: ESTATE APPRAISAL `REPORT OF PERSONAL PROPERTY O,F Ruth H. Shelton, deceased date of death- (d.o.d) February 23, 200$ for: James'W. Shel ,ton, Executor James D. Hughes, Esq. 354 Alexander Spring Road, Suite 1 Carlisle, PA 17013 ~: AS OF d.o.d. February 23, 2008 Reported ors ~;~ri19s 2008 ,; F ~' ~~ ~~ ~.. _ ~~~~~~c_ • 4:.~ t , /yam''}' ~~. , ~ .~: 1~ (~~~~ ~~~~ ~: _ ''a, .~ :o-4, ~~ ,. - a' Y { ~ {~~ ~ ~ '~ (~ ,. 4 r~ ~ ~;;~~~'-~ :~lf~'x,~ c. ~'IS~?~ .fn t~ h.'ts. ~ Mfr k. .~~ r z ,~ !+ , r ;~ ~ ~ W-r ~ a ~~ r i - ~ 4 '~~ .. ~.1 - ~ ~ y ~x ~ ~ r ~ h_,~ ~ ;+ ~ .gym ,~.,~~~ ~ :< :y~~ - 3. ~Y, ~. -~~ ~ , ~ ~ ~ ~ ~ ~~ ~ i ~4; ~ E+e 'r~4t ` ., ,~ i ~,' '~ a k~ R , ~ ~, ~ tt~ ."i sr i~ ~ ~ ~ ~~ ' ~M~ t ~ t,F,• erf ~ ~' i ~ ~ t' r. v ~' ~~+x ~4 a ...i _ ~~~ ~~` ~ ~ ~ ~~, k ~ ,~L~3 ~ ~ ['F ~' v, r ~ L ~,F '.. . ~ {~ -, ~L ', ~ rug ~. °' :~„ ~ ~' ~ ~ ~ ~ ~ ? #~~ i. i ~ .. ~ t t- ;fir _ ` Ark a t _ ~ x-~ ~ ~tMi ~ ~ ' .~ s ~ '`~-~~ {fit; '* ~'~ is . ~~~~`~ x r . ~ u' ~ ~ ,. y ~ ~ ' .~.. ~ £ ~~ ~ y ti ~ ~ ~ APPRAISAL CERTIFICATE I hereby certify that, upon the request for the estate appraisal of the personal property of Ruth H. Shelton, deceased, I have personally and physically inspected the listed personal property. The personal property was appraised to determine the FAIR MARKET VALUE, AS OF d.o.d. February 23, 2008 & reported on April 9, 2008. The date of inspection was March 28, 2008. The information and values contained in this report are based upon my experience as an appraiser and other reliable sources. The personal property was found to be in POOR to EXCELLENT condition, unless otherwise noted. Values are reported piece-by-piece, and/or as a whole. All values reported have been determined with consideration to the condition of the item, market conditions, and salability factors. Ibis A~~raisa~ vices A~~ssa ,. ~~ C.A. Director . , APPRAISAL SUMMARY It is in my opinion, that as of d.o.d February 23, 2008, the Fair Market Value of the personal property of Ruth H. Shelton, deceased: (One Thousand Two Hundred Sixty Three Dollars and Zero Cents) ($1,263.50) pis Appraisal ,8~rvices C.A. irector The report must be read in its entirety The Appraisal Summary ONLY is not the appraisal report. ' NAVY FEDERAL CREDIT UNION PO Box 3000 Merrifield VA 22119-3000 NFCU GRAM Dear James D. Hughes, Esq. DATE 03/ 17/08 ACCOUNT NO. 0644875105 0644875718 Yer your request below are the date of death balances for Ruth Shelton. Share Check Account # 0644875718 $3,082.41 Share Savings Account # 0644875106 $31,772.66 I spoke to James Shelton 02/28/08 and he advised that a check was written by his mother but was never sent for payment. He deposited the check back to the savings account that same day. The check was for $120,000. So here are the current balances in the accounts. (Account # 0644875718 $3,083.57 Account # 0644875106 $151,807.52 James Shelton was added to the accounts on November 5, 2007 as a joint owner. Therefore prior to him being added to the aca~unts it was in individual account in the name of Ruth H Shelton. I hope his has answered all your questions. If there is anything further needed please contact me at 1-800-883-3323 X48029. Starr Weston ENCLOSURES: ^ Extension Agreement ®Return Envelope ^ Loan Application ^NFCU Form No. ^ Vouchers ^ ^ Loan Payoff Information ^ NOTE: Member may use this section for reply to Navy Federal (Use Reverse if Needed) SIGNATURE OF MEMBER NFCU PC 51D (10-05) DATE t;opynght m 2005 Navy Federal OFFICE LSE DATE ^ FYI ENTRY James D Hughes, Esq. 354 Alexander Spring Rd Suite 1 Carlisle, PA 17015 i MAR. 5. 2008 4:5bAM Nq, 0259 John Haaoock Funds, LLC ~. MUIU81 Fund Operalionp , R0. Bay 9510 i'onsmonm, NH 03802-9510 the future is yaun (B0D) 2ii6.520t , www,JhenoDCk.comlfunds 1 0107 John koncrock 51Dnplun Services. Ina g•d March 4, 2008 Raymond Wolfgang Jr Signator Investors Inc Facsimile Nusnbet: 717-234-7560 Aeforence: 00946159 AccousrtNumber: 4121223 Jamos W. Shelton J Dear Mx. Wolfgang: Thank you for your telephone inquiry regarding the )ohn above. V ~' ~ V ~-' mutual fund account listed The account valve on Pebruary 22, 200$, was $1 !,025.37, o net asset value per share of the Sovereigla Investors Fund A was S t 7.17 and them were 642 130 shares in the account. Please remomber that the share price fluctuates daily. We hops this information is helpful!. If you have a»y questi ns. please contact our customer service center at i-B00-257-3336 any business day betwoers :00 a.m, and 7;OQ p,m., Eastern time. Oae of our customer service representatives will be 1 ppy to assist you. For additions) account and product information, pleasa access our Weh sit at ~tv_y! j~~eom. SiAC0r81~, ~~ Jessica DeYoung Cornspondenc+v Associate Jahn Hancock Fulls, LLC, EUt Cong~eas Street, Boston, MA 02210.2805, hte~be- FINRA ~ SDVerelgn Asset Menepemem, LLC 09SLLb£ZLTL -'~w~W teioueui~ auo~sRa~ Wb9~~iT 8002 LT JeW ~ ( 1 - I - ~~~~tr® Wed reb 27 16:25:1 2008 Byrne, Sheryl` John Hancock Aruiuities -Contract Details -Historical Contract Value piQe~ z Page 2 of 2 Breai<point Cade; Not Applicable ~ I Application and Contract Application On Fiie - Signature: Contract Receipt; Delevered ~+n~~;~~ Historical Contract Value ~~ View Hiotorical Contract Yatue as of: 02/22/2008 Guarantee period Percent 3 Year Fixed 100.0% , /~ Total HistoricaE Contract aloe as of 02/22/20D$: ~2pg~511,73 ~/ .Rate of Return, Inception o 02/22/2008: 1,1ak Period 100.0% Tote! Contract aloe as of 02/26/2008: SZ09,666.06 http; /linside.rnanul ifeusa.com/Conte'actInquiry/ContractInquiry~t esuliPaQe, aspx y27~ ppg Z'd 09SLGbEZGiL -'~w~W jezoueui~ auo~sRa~ Wb9fr~iT B00~ LT -~eW ~~~ FARMERS NATIONAL BANK OF NEWVILLE ADlvnianafAdanucounryNatianrtlBank March 12, 2008 James D. Hughes, Esquire Salzman Hughes, P.C. 354 Alexander Spring Road, Suite 1 Carlyle, PA 17013 RE: Estate of Ruth H. Shelton Dear Sir: Mrs. Shelton had a checking account 4129674 with this bank in her name alone. The account was mgened February 14, 1985. The balance as of February 22, 2008, her date of death, was $20,118.66 plus .63~ accrued interest. Very truly yours, ~'.~~ ~~~ Carolyn H. Kough Executive Vice President P.O. Box 156, Newville, PA 17241 • (717) 776-5312 SAVE THIS STATEMENT FOR TAX PURPOSES r r ~ ~ RUTH H SHELTON AND JAMES W SHELTON JR JT TEN 24 PARSONAGE ST NEWVILLE PA 17241 Record Date: 02/08/08 payable Date: 02 22 08 Reinvestment Option: _ _ RECORD DATE SHARES ENROLLED IN REINVESTMENT SeCUrit Certificate and Book Shares Plan Shares otal Reinvestment Share Rate Common Stoc 210.0000 270.35.88 480.3588 0.210 Plan Account Activity Issue# Account# Stock Symbol 5772 3551858006 ORRF.O Amount Withheld From Gross Net Amount Gross Amount($) Tax($)T Feel'$) Reinvested($ $100.88 $100.88 uate 2/22 Description HARES PURCHASED / DIV. Fees and/or Commissions $ Net Dollar Amount $ $100 88 Price per Share $ Transaction Shares Balance Forward Total Shares in Plan 270.3588 . 30.550000 273.6609 dear-To- Date Investment Crrmm~r.. _ Total _ -Tax.... Dividends($) Withheld($) Total Holdi COMMON STOCK and Market Value Certificate Shares Book Shares Plan Shares 210.0000 ~_ -- ~ -- 273.5609 RUTH H SHELTON AND JAMES W SHELTON JR JT TEN 24 PARSONAGE ST NEWVILLE PA 17241 Transaction ~oirm Investment Plan Statement for Shareholders of 5772 ORRSTOWN FINANCIAL SERVICES, INC. A tradition of Excellence If you have any questions regarding your account, please contact Investor Relations at 1-800-368-5948 or at info@rtco.com. ACCESS YOUR ACCOUNT ONLINE! You can access and manage your account online through the Registrar and Transfer Company website. To login, simply go to www.rtco.com and click on "Online Services" to request a User ID and password. Fees and/or Commissions Tax Reportable Company Paid Paid by You($) Fees and/or Commissions($) Total falue of all shares are based on last purchase prig Total Shares Price per Share($) Market Value($) 483.6609 30.550000 $14;775:84- A hold wilt be placed on all transactions if an address change has occurr®d within the last 15 days. Partial Withdrawal Continue Plan participation Issue a certificate for this number of book and plan shares Sell this number of book and plan shares Full Withdrawal Terminate Plan participation Issue a certificate for all full book and plan shares and a check for fractional shares ^ Sell all bbok ahd plan shares ORRSPOW]v >?IIJAl1CiAI. INC. Issut>#: Account#: 5772 3551858006 Signature(s) for issuance or sale and/or change of address. Medallion Signature Guarantee required for sale request of $10,000 or higher. All joint owners must sign. Names must be signed exactly as shown on this statement. (Partner/Officer/Trustee must sign as Partner/Officer/Trustee. ) Address change or share transfer Mark box and complete the appropriate ^ portion on the reverse side ~~~ 05/22/2008 11:46 FAX 9084972318 R&T IR DEPT t rP~gei 1 Document Name: untitled RM24110 A C C O U N T I N Q U I R Y NONE 05/22/08 ISSUE NUMBER 5772 TSStJF. NA)yE ORRSTOWN FINANCIAL SERVICES, INC. ALPHA KEY SHELTON RUT H ACCOUNT ~ 3551858005 'T'OT HELD NAME 1 RUTH H SHELTON AND 483.6609 1 JAMES w sHELTON JR JT TEN CERT SHR 210.0000 2 29 PARSONAGE ST BOOR SH~t DRP SHR 273.6609 TAX ID 204012014 CITY NEWVILLE SOC SEC # STATE PA ZIPCODE 17241 0000 LAST CONTACT 12/21/007 R CITI2ENSHIp 039 ****INDEx TAx IO i090120I9 ACCOUNT TYPE DJA **** OVERRIDE DATA TELEPHONE NO ~ DIVIDEND DATA ppq F;LIGIBLE TO VOTE BOOK SHARES DIV WAIVER CONVERSION CODE DIV REINV Y SFECIAL ACTIVITY REINV SUMMARY FF6 MAIL CODE OTHER ESCHEAT ACCT TPRANSACTION HIST3 PF9 i^1~9 CODE Y ACCOUNT STOP DRP OPTION PAYMENT HISTORY PF10 HCUSEHOLDING TAX INFORMATION ENTER NEXT ALPHA KEY *******ww*+~www *'**~F**lr*F~t**~t*x.F*~kYrir*44Ji4~Y~Y aW ACH DATA PF],4 QFl - GO TO MENU Pf2 = GO TO LOOK-A-LIKES~**pF2I***1099$*TAX*YEAR********* PF12 _ CHANGE ALPHA-ICEY PF7 = LIST CERTIFICATES PF22 W8 NRA INFO RM2Q160 *A C C O U N T M A S T E R D A T A A A 4 E* C E R T I F I CAT E D E T A I J, ISSUE NUMBER 5772 ISSUE NAME ORR$TOWN FINANCIAL SERVICES, I ALPHA KEY SAELTON RUT H NAME1 RUTH H SHELTON AND CERT-NO PREF DENOM ISS-DATE2RSN~SHEETSHCANODATE JRSNESHEET STATUS 01- 0003494 OB 00000210.000 12/lg/2007 O1 D12130 02~ 03- 04- O5- 06- 07- 08- 09- 10- 11- 12- 13- ********Ir *ae rr* *rrryrwyWYr ~Y**+4,t************+***-*r**+~***************** **~,***w** PF1 = RETURN TO MENU PF3 = RETURN TO I:OOK~IILIKES PF8 = SEE $y LIFO PFq - REMOVE S'fOP PFS = PLACE STOP PF15 = ISSUfi SKEET PF6 CHANGE CERT DETAIL PF7 = ACOOUNT INQUIkY PF22 = PAGE BACKWARD PF13 = CANCEL SHEET RMAPQ3 ENTER LINE # ==y A C C O U N T A Y M E N T I N Q U I R Y ISSUE: 5772 ORRSTOWN FINANCIAL SERVICES, INC. DISPLAY TRANSACTIONS ?ROM: *STARTINC,* TO **ENDING*~' NAME: RUTH H SHELTON n~ND JAMES W SHELTON JR JT TEN TA7{ID: 2D-4012014 PAYMENT RECORD CHECK DATE DATE N0. 1 05/23/2008 05/09/2008 2 02/22/2008 02/08/2008 3 4 5 6 7 8 9 CHECK REPLACEMENT STOP R~;'!' AMOUNT CHECK DATE CODE CODE 106.41 DRP 100.88 DRP ENTER STARTING DATE (MMDDYYYY) --3 NOT DEED ENTER LINE (- ***""'~*y*'W~w*** NO MORE PAYMENT$ ENTER I+INE # ENTER = $EE DETAIL FP5 =ADD PAYMENT CHECK Np.--7 ******wWwrw**** PF1 d MAIN MENU PF10 = BACK TO ACCT PFB - 3EE BY FIFO (EARLIEST FIRSTOC PF2 ~ LOOK-A~LIKES PF12 WIRE (~-G~OI/003 l ~3 Date: 5/22/2008 Time: 12:38:36 PM 05/22/2008 11 :46 FAX 9084972318 R&T IR DEPT ~ 0021003 '~ ~P~g~: 1 Document Name: untitled RM20150 A C C O U N T M A S T E R D A T A B A S E ~~~ R E I N V E S T M E N T D E T A I L DISPLAY TRANSACTIONS FROM: *STARTING* TO * *ENDING*"` ISSUE NUMBER 5772 ISSUE NAME ORRSTOWN FINANCIAI, SERVICES INC ALPHA KEY SHELTON RUT H NAME 1 RUTH H , SHELTON AND . NAME 2 JAMES W SHELTON JR JT TEN TRANS PROCESS DATE 02/22/Z008 DATfi 02/22/'7008 TRANS CODE SHA CR CASH RE AMOUNT DOLLAR AMOUNT 02/22/2008 02/25/'?00$ - pISTRB CR S/P/W pISTRIBUTION .0000 3 3021 100.88 12/21/2007 12/21/?.007 CR POSxTZON TRANSFER . 270.3588 100.88 .00 PF 1 = RETURN TO MENU PF 2 = RETURN TO INQUIRY PF 3 = RETURN TO SUMMARY ************v~* PF 8 = SEE BY FIFO (EARLIEST DETAIL FIRST} PF 12 = REVERSE MISCELLANEOUS TRANSACTIONS Date: 5/22/2008 Time: 12:43:50 PM