HomeMy WebLinkAbout03-12-091505607120
REV-1500 EX (06-05) OFFICIAL USE ONLY
PA Department of Revenue County Code Year File Number
Bureau of Individual Taxes INHERITANCE TAX RETURN 2 1 0 8 0 9 8 2
PO BOX.280601
Harrisburg, PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
201 16 1340 09 14 2008 03 27 1923
Decedent's Last Name
ILE
Suffix Decedent's First Name
A.
(If Applicable} Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name
Spouse's Social Security Number
FILL IN APPROPRIATE OVALS BELOW
~J 1. Original Return
I~ 4. Limited Estate ^
`~ g Decedent Died Testate
-! (Attach Copy of Will)
MI
D
MI
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
2. Supplemental Return ~ 3. Remainder Return (date of death
prior to 12-13-82)
4a. Future Interest Compromise ~ 5. Federal Estate Tax Return Required
(date of death after 12-12-82)
~ oecedent Maintained a Living Tn,st 1 8. Total Number of Safe Deposit Soxes
(Attach Copy of Trust)
9. Litigation Proceeds Received 10. Spousal Poverty Credit ((date of death ~ 11, Election to tax under Sec. 9113(A)
_ ^ between 12-31.91 and i-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
JERRY A. WEIGLE ESQUIRE 717 532 7388
Firm Name (If Applicable)
WEIGLE & ASSOCIATES, P.C.
First line of address
126 EAST KING STREET
Second line of address
City or Post Office State ZIP Code
SHIPPENSBURG PA 17257
Correspondent's e-mail address:
REGIS~R OF WILL~SE ONL -
- : G1 ~ i-r-t r
.' :-i -v
=
v~~: -,
FILED ~J;~,
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief,
it is true, correct and complete. Declaration of preparer other than the persona{ representative is based on all information of which preparer has any knowledge.
SIGN ~}'~ OF PER~'N~Pp~SIBLE~O3f ILING RETURN DATE
/ ~~7 i~~u~,'~1 ,~(7 !'~% ~,e Harold D. Ile 2~ 2~
269 Newburg Road, Newburg, PA• 17,240
SIGNATURE,6F R AR OTHER REPRE NT N DATE
//J ~~ Je ry A. Weigle Esquire -Z
ADDRESS
126 East King Street, Shippensburg, PA 257
Side 1
~, 1505607120 1505607120 J
REV-1500 EX
Decedents Name: l4. Dana ~ ~ e
15056D7220
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 8~ Notes Receivable (Schedule D) ............................._....................... 4.
5• Cash, Bank Deposits 8~ Miscellaneous Personal Property (Schedule E) ................ 5.
6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested ............. 6.
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G) ~ Separate Billing Requested ............. 7.
8. Total Gross Assets (total Lines 1-7) ............................._................................... g,
9. Funeral Expenses & Administrative Costs (Schedule H) ...................................... 9.
10. Debts of Decedent, Mortgage Liabilities, 8~ 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) .............................................. 1
14. Net Value Subject to Tax (Line 12 minus Line 13) .............................................. 14.
Decedent's Social Security Number
201 16 1340
151,000.00
109,690.00
99,267.93
359,957.93
51,549.38
1,946.99
53,496.37
306,461.56
306,461.56
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) X .00 0 0 0
16. Amount of Line 14 taxable
at lineal rate X .045 3 0 6, 4 6 1. 5 6
17. Amount of Line 14 taxable
at sibling rate X .12 0 . 0 0
18. Amount of Line 14 taxable
at collateral rate X .15 0 0 0
15. 0.00
1s. 13, 790 .77
17. 0.00
18. 0.00
19. Tax Due ................................. 19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Side 2
15D56D722O
13,790.77
FJ
15D560722O J
REV-1500 EX Page 3
Decedent's Complete Address:
File Number 21-08-0982
DECEDENT'S NAME
A. Dana Ile
STREET ADDRESS
19 Middle Spring Road
CITY STATE ZIP
Shippensburg PA j 17257
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
13,000.00
684.21
{1) 13,790.77
Total Credits (A + B + C) (2)
3. Interest/Penalty if applicable
p. Interest
E. Penalty
Total InterestlPenalry (D + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is thdJVERPAYMENT. (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 theTAX DUE (5)
q. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is theBALANCE DUE (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
13,684.21
106.56
106.56
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 :.............................................................................
b. retain the right to designate who shall use the property transferred or its income :................................
~ ^x
0
c. retain a reversionary interest; or ..............................__............................__............................_................. ^
d. receive the promise for life of either payments, benefits or care? ........................................................... ^
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration? ................................................................................................................. ^
3. Did decedent own an "in trust for" or payable upon death bank account or security at his ar her death?......... I j x~
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ................................................................................................................ rr ~~
I~
IF THE ANSWER TO ANY OF THE ABOVE QUES710NS 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 survivi ng spouse is zero
(0) percent [72 P.S. §9116 (a) (1.1) (ii)]. The statutedoes not exemot a transfer to a surviving spouse from tax, and the statutory requirements
for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a
natural parent, an adoptive parent, or a stepparent of the child is zero {0) percent [72 P.S. §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 faur 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-1502 EX+ (6-ssJ
scHE~u~E a
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Ile, A. Dana 21-08-0982
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 joindy-owned with right of survivorship must ba disclosed on schedule F.
tlr more space Is neeaea, aDDrnonal pages of the same size)
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 ScheduleA (Rev. 6-98)
Rev-1503 EX+ (8-98)
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Ile, A. Dana 21-08-0982
All property jointlyowned with right of survivorship must be disclosed on Schedule F.
~~~ ~ ~w~o apace .a neaueu, aoalnonal pages or me same size) y
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B (Rev. 6-98)
Rev-7508 FJt+ (6-98)
' SCHEDULE E
CASH, BANK DEPOSITS, ~ MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Ile, A. Dana 21-08-0982
InGude 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 VALUE AT DATE
OF DEATH
1 Allstate Insurance -auto premium refund at cancellation 320.90
2 Cash on hand 368.00
3 Checks on hand at date of death -Citizens Bank Certificate of Deposit interest 48.21
checks - #693179 -x25.14; #897300 -x23.07
4 Comcast Cable -refund at cancellation 24.24
5 Conseco Senior Health -refund at cancellation 4.99
6 Conseco Senior Health -refund of premium at cancellation 52.57
7 County Tax Proration - at real estate settlement 28,Og
8 Embarq -refund at cancellation 10.21
9 Nationwide Insurance -refund of premium at homeowner's insurance cancellation 140.00
10 Public Opinion -refund at cancellation 8.40
11 Reader's Digest -refund of subscription 27,82
12 School Tax Proration - at real estate settlement 858.22
13 The Carlisle Sentinel -refund at cancellation 5.70
14 Citizens Bank Certificate of Deposit #693179 10,000.00
Accrued income on Item 14 through date of death 4,87
Total of Continuation Schedule See attached page
TOTAL (Also enter on Line 5, Recapitulation) 99,267.93
(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)
Rev1508 FJ(+ (6-98)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
continued
ESTATE OF FILE NUMBER
Ile, A. Dana 21-08-0982
ITEM
NUMBER
DESCRIPTION VALUE AT DATE
OF DEATH
15 Citizens Bank Certificate of Deposit #897300 11,000.00
Accrued income on Item 15 through date of death 5.21
16 Citizens Bank Checking Account #6100793737 31,614.83
17 Orrstown Bank Certificate of Deposit #20050066 24,391.68
Accrued interest on Item 17 through date of death 16.24
18 Orrstown Bank Checking Account #722359 10,451.23
Accrued interest on Item 18 through date of death 1.57
19 Orrstown Bank Savings Account #513377 507.76
20 Additional Proceeds of Public Sale of Personal Property 11-7-08 8.25
21 Additional Proceeds of Public Sale of Personal Property 11-7-08 275.00
22 Gross Proceeds of Public Sale of Personal Property 11-7-08 8,627.25
23 Yard Sale Proceeds -sale of personal property 10-4-08 466.70
TOTAL (Also enter on Line 5, Recapitulation) I 99,267.93
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98)
REV-1151 EX+(12.99) SCHEDULE H
COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES ~
IN RES DENT DECEDENTRN ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Ile, A. Dana 21-08-0982
Debts of decedent must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
See continuation schedule(s) attached ~ 11,358,86
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Harold D. Ile
Social Security Number(s) / EIN Number of Personal Representative(s):
Street Address 269 Newburg Road
City Newburg State PA Zip 17240
Year(s) Commission paid 2009 13,799.00
2. Attorney's Fees Weigle & Associates, P.C. 14,549.00
3. Family Exemption: (tf decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees Register of Wills, Cumberland County 422.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs 11,420.52
TOTAL (Also enter on line 9, Recapitulation) 51,549.38
Copyright (c) 2002 form software only The Lackner Group, Inc.
Form PA-1500 Schedule H (Rev. 6-98)
' SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Ile, A. Dana 21-08-0982
ITEM
NUMBER DESCRIPTION AMOUNT
Funeral Expenses
1 Fogelsanger-Bricker Funeral Home 10,090.16
2 Kathy's Deli -reception 873.70
3 Shull-Koontz -one-half engraving fee 197.50
4 Shulll-Koontz -balance of engraving fee 197.50
H-A subtotal 11,358.86
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98)
' SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Ile, A. Dana 21-08-0982
ITEM
NUMBER DESCRIPTION AMOUNT
Other Administrative Costs
1 Cumberland Law Journal -advertising Letters Testamentary 75.00
2 Expenses of public sale of personal property 2,069.54
3 Expenses of public sale of real estate 5,480.02
4 Linda K. Klein -notary fees 30.00
5 News Chronicle -advertising Letters Testamentary 104.75
6 Orrstown Bank -estate checks 23.65
7 Real Estate Settlement Expenses -including realty transfer tax - $1,510.00; CFJMA - 3,447.56
$51.35; 2008 County Tax - $305.59; and 2008 School Tax - $1,580.62
8 Register of Wills, Cumberland County -filing PA Inheritance Tax Return 15.00
9 Register of Wills, Cumberland County -filing Family Settlement Agreement 100.00
10 Weigle & Associates, P.C. -reimbursement for postage, xerox copies, and long 75.00
distance telephone calls
H-B7 subtotal 11,420.52
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98)
Rev-1512 EX+t6-98)
' SCHEDULE 1
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Ile, A. Dana 21-08-0982
Include unreimburaed medical expenses.
ITEM
NUMBER
DESCRIPTION VALUE AT DATE
OF DEATH
1 Allstate -van insurance 429.91
2 CFJMA 84.00
3 Citizens Bank Checking Account #6100793737 -checks clearing after date of death 21.04
4 Dr. Darryl Guistwite 60.00
5 Dr. Darryl Guistwite 10.00
6 Dr. Darryl Guistwite 70.00
7 Embarq 25.44
8 Green Ridge Village 24.63
9 Penelec 80.56
10 Penelec 75.91
11 Penelec 171.75
12 Scott's Lawn Service 62.11
13 Swaim Health Center 26.14
14 Upperman's Water Treatment Service 715.50
15 Weigle & Associates, P.C. -billing outstanding at date of death for Winifred Ile 90.00
Estate
TOTAL (Also enter on Line 10, Recapitulation) I 1 946.99
(If more space is needed, additional pages of the same size)
Copyright (c) 2002 form soft`mare only The Lackner Group, Inc. Form PA-1500 Schedule I (Rev. 6-98j
REV-1513 EX+ (9-011)
i M
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE J
BENEFICIARIES
ESTATE OF FILE NUMBER
Ile, A. Dana 21-08-0982
NAME AND ADDRESS OF RELATIONSHIP TO SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER PERSON(S) RECEIVING PROPERTY DECEDENT (Words) ($$$)
Do Not List Truste s
I~ TAXABLE DISTRIBUTIONS [include outright spousal
distributions, and transfers
under Sec. 9116(a)(1.2)j
1 Darlene G. Coover Daughter 113 Orrstown 69
175.26
9995 Tower Road Bank Stock, ,
Shippensburg, PA 17257 plus 1/6 of
residuary
2 Ellen S. Fraker Stepchild 1/16 of 12
298.23
2185 Lake Meade Road residuary ,
East Berlin, PA 17316
3 Thomas M. Fritz Stepchild 1/16 of 12
298.22
3 Darrin Avenue residuary ,
Newburg, PA 17240
4 Barbara J. Henry Stepchild 1/16 of 12
298.22
216 First Avenue residuary ,
Newcastle, WY 82701
5 Gary W. Ile Son 1/3 Orrstown 69
175.26
48 Decatur Road Bank stock, ,
Havertown, PA 19083 plus 1/6 of
residuary
See continuation schedule attached Continuation 131,216.37
Total 306,461.56
Enter dollar amounts for distributions shown above on lines 1 5 through 18, as appropri ate, on Rev 1500 cover sheet
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT
BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET n nn
Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 6-98)
~.
SCHEDULE J
Tne BENEFICIARIES
(Part I, Taxable Distributions)
ESTATE OF:
A. Dana Ile 09!14!2008 201-16-1340
Item Name and Address of Person(s) Share of Estate Amount of Estate
Number Receiving Property Relationship (Words) ($$$)
6 Harold D. Ile Son CV Coop stock, 1/3 69,725.26
269 Newburg Road Orrstown Bank
Newburg, PA 17240 stock, plus 116 of
residuary
7 Cindy L. Lynch now known as Cindy Stepchild 1/16 of residuary 12.298.22
L. Treger
3200 East Lake Meade Road
East Berlin, PA 17316
8 Constance L. Naugle now known as Stepchild 1/16 of residuary 12,298.22
Constance L. Rivera
2032 Harvest Drive
Mechanicsburg, PA 17055
9 Kimberly S. Shirley Stepchild 1/16 of residuary 12,298.22
9933 Tower Road
Shippensburg, PA 17257
10 Lavon K. Silverthorn Stepchild 1/16 of residuary 12.298.23
819 Conger Street
Aberdeen, WA 98520
11 Judy M. Sites Stepchild 1116 of residuary 12,298.22
116 Crabapple Lane
Shippensburg, PA 17257
Total 131.216.37
1
LAST WILL AND TESTAMENT
I, A. DANA ILE, of 19 Middle Spring Road, Shippensburg, Cumberland County,
Pennsylvania, being of sound mind, memory and disposition, do hereby make, publish and
declare this my Last Will and Testament, hereby revoking and making void all wills by me at
any time heretofore made.
FIRST. I order and direct the payment of all my legally enforceable debts and
funeral expenses as soon as may be convenient after my decease.
SECOND. I give and bequeath all of my shares of Orrstow~n Bank common stock
and all of my shares of my United Republac Corporation common stock to my children,
HAROLD D. ILE, GARY W. ILE, and DARLENE G. ILE COOVER, in equal shares, on
a per stirpes distribution basis.
THIRD. I give and bequeath any shares of stock that I own in the Cumberland
Valley Co-operative Association of Shippensburg, Pennsylvania, to my son, HAROLD D.
ILE, absolutely.
FOURTH. I give, devise and bequeath all the rest, residue and remainder of my
estate, real, personal and mixed, whatsoever and wheresoever situate, to my wife,
WINTERED J. ILE, absolutely.
FIFTH. In the event my said wife, WINIFRED J. ILE, should predecease me
or is not living on the sixtieth (60~) day following my death, I then give, devise and bequeath
all the rest and residue of my estate, whatsoever and wheresoever situate, as follows:
A. ONE-HALF of the said rest and residue of my estate to my children,
HAROLD D. ILE, GARY W. ILE, and DARLENE G. ILE COOVER, in
equal shares, on a per stirpes distribution basis; and
B. ONE-HALF of the said rest and residue of my estate to the children of my
wife, Winifred J. Ile, by her prior marriage, namely: LAVON K.
SILVERTHORN, ELLEN S. FRAKER, BARBARA J. HENRY, JUDY M.
SITES, CINDY L. LYNCH, THOMAS M. FRITZ, CONSTANCE L.
NAUGLE, and KIMBERLY S. SHIRLEY, in equal shares, on a per stirpes
distribution basis.
SIXTH. I nominate, constitute and appoint my wife, WINTERED J. ILE, to be
the Executrix of this my Last Will and Testament; if she be unable to fulfill the duties of
Executrix, I then nominate, constitute and appoint HAROLD D. ILE to be the Executor of
this my Last Will and Testament.
~~ ~`~'l~-' ~~.~~~~ (SEAL)
MARK, WEIGLE AND PERKINS - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 1 725 7-1 397
SEVENTH. I direct that my personal representatives shall not be required to give
bond for the faithful performance o~their duties in any jurisdiction.
IN WITNESS WHEREOF, I, A. DANA ILE, have hereunto set my hand and seal to
this my Last Will and Testament, written on two pages, the first page signed for identification
only, this 3 day of ~ ~~
~ o a D )'/JJ/~/,J/^
F L/ V
~~~~ '(SEAL)
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 mem ,
have hereunto subscribed our names as witnesses.
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SS.
I, A. DANA ILE, 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 t'~e
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.
Sworn or affirmed to and acknowledged
before mg by A. DAN ILE, the Testator, ~~~~
thi~ 3~G1 day of „ B , -i9.
~ ~`
~~ ~~~~
j ~ NIQTARIAL SCAL ~'
Jerry 1h'ei ~i^. rotary Pub c
Shippens~rt~r~.' .: _.~~ht~,,;;;id _ unty
MARK, WEIGLE AND PERKINS - ATTORNEYS AT LAW - 7 26 EAST KING STREET - SHIPPENSBURG, PA 1 7257-1397
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND
We, ~~~ ~h- ~ and
the witnesses whose names are s' ed to th for oing instrument, being duly qualified
according to law, do depose and say that w wer present and saw A. DANA ILE, the
Testator, sign and execute the instrument as hi Last ill; that he signed willingly and that
he executed it as his free and voluntary act for the oses therein expressed; that each of us
in the hearing and sight of the Testator signed the will as witnesses; anal that to the best of our
knowledge the Testator was at the time eighteen (18) or more years of age and of sound mind
and under no constraint or undue influence.
~f~y'land'o_
MARK, WEIGLE AND PERKINS - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 1 725 7-1 39 7
~c
y~ Citizens BankjM "~ '~
.. , ~ , Safe Deposit Attorney Inventory Form
~~ /~ /~ ~i
Date: ``~~~~~' ~~ ",y~u
Citizens Bank of Pennsylvania
Address: lT ,l ('
Seri ~ ~ . ~
RE: Safe Deposit Box #: ~ U U~ J
Safe Deposit Box Title:
Deceased Renter: ~ • ~~~~, ~- ~~,
Dear
I,
- ~ '~-- , am the individual authorized in the letter dated
from the Pennsylvania Department of Revenue to access the above- referenced Safe
Deposit Box and conduct inventory of the Box.
Intending to be legally bound, I agree to inventory the Box and to comply with the requirements imposed by the Department
of Revenue. I will submit the inventory to the Department of Revenue within seven (7) days from today's date. I agree to
indemnify and hold harmless Citizens Bank of Pennsylvania and its employees, agents and affiliates from any claims, costs or
expenses incurred as a result of its agreement to permit the inventory.
G,
Jerrv A. We
Name (Print) 126 East King Street ~
Shippensburg, PA 17257
Business Address
717-532-7388
Business Telephone Number
PA Driver's License 11 902 963
Identification
Branch Employee's Initials:
Prepared7}By: Angela Bannont State: PA Date: 10/9/2008 Branch #: 299
'w""-
w ~' ~~nro ~ Foimcmm
CitizensBankrM
Rental Expiration Date:
X =$
(No. Yrs. Delinquent)
,sranch Name: ~ "` ~°~~`'t ~ Branch No.: ~ ~ ~~ Bank No.:
/ ; .
Box No.: / ~~~ Ownership: ^ Individual ^ Joint (OR) ^ Joint (Husbandil~fe)
Name of Renter(s) ~ ~~ l/tu ~~~ Tax ID Number(s) GU( ~ `~
Date of Birth (if known) _~ j ~J
Last Known Address: ~y ~~ t ~ ~ " ~"~ `~"l ~~~ ~ ~ r / ~~
City S Zip
DRILL DATE: ) ~ REASON FOR DRILLING: t~~
^ Past Due
ual Rental Amt)
Death of Renter
^ Other:
Last Access OR Payment Date:
(Whichever is most current)
+$ _$
(Cost of Drilling)
CONTENTS: "p' Yes (List below. Use additional sheetrf necessary) ^ Box Empty
(Total Amount Due)
1. Will Search requ t form 9-14-08
2. Two Power of Att ney documents for A. Dana Ile
3. Two Power of Att ney documents for Wi ifred J. Ile
4. Orrstown Bank St ck Certificate - 3638 shares - A. Dana Ile
5. Citizens Bank Ce tificate of Deposit ~~ 0066 - $24,391.68
6. Title to 1995 Do ge Caravan
7. Original Last Wi 1 and Testament of Wi ifred J. Ile
We certify that we were present when the above Safe Deposit Box was opened and that the above list of contents found in the Box is
true, correct and complete.
Printed Name: ~~ ~~ L b ~, ~~~- SignaturelDate: ~ ~ ~,~ 'l L~ _ ~~ Q
Printed Name: Jerry A. Weigle
NOTARY -Complete this section if requir~d by State By:
i.ti. > a -~ 9 -e ~
State of County of Lines Rye ,Leg
On this, the day of ,before me a Notary Public, the individuals who si d above
personally appeared. These individuals, known to me (or satisfactorily proven) to be the person(s) whose names(s) are scribed to
this document, and acknowledged execution of this document for the purposes stated. In witness whereof, I set my hand and official
seals to this document.
Notary Public:
My commission Expires:
DISPOSITION
OF CONTENTS: ^ Sent to Centralized Storage Area at:
Safe Deposit Box Inventory Record
SEAL:
^ Dispositioned for escheat as appropriate per applicable state laws by bank colleagues:
Date:
Claimed By Renter. The undersigned agrees that inventory is correct, all property contained in Safe Deposit Box described above
is now in the undersigned's possession. The undersigned releases the Bank from all claims and liability resulting in any way from
the rental or dylling of above Box, a,~ well as the safekeeping of K's contents.
Renter's or Authorized Representative's Signature. Current ID
Prepared By: John Scott State: PA Date: 10/9/2008 Branch #: 299
re=v. iosrt2roei
m~ ~«~~,
Previous editions ere obsolete
A. S e its ~n ant S tateinent
B 'T a of Loan
form HUU-i (3186) ref Handbook 4305.2
U.S. Department of Housing and Urban Development
OMB A royal No. 2502-0265 (expires 913012006)
1. OFHA 2. ^FmHA 3. DConv. Unins.
4. C7VA 5. C}Conv.lns. 6. File Number
082020WESTOVER 7. Loan Number 8. Mortgage Insurance Case Number
~s orcn is um~s o give you a s a amen o ac ua se amen cos s. moun s pa o an y e se amen agen ere s own.
C. NOte: Items marked "(p.o.c.)" vrere paid outside the closing; they ere shown here for infortnatlon purposes and are not included In the totals.
WARNING: It is a cdme to knowingly make false slelemenis to the United States on this or any other similar form. Penalties upon
conviction can include a fine and im risonmenl. Far details sae: Title 18 U. S. Code Section 1901 and Section 1010.
TitIeEXPreSS Settlement System
Printed 11 /26/2008 at 11:17 ASF
D. NAME OF BORROWER: Deborah Westover
ADDRESS; 1001 Newbur Road Shi ensbur PA 17257
E. NAME OF SELLER: Harold D. Ile Executor of the Estate of A. Dana Ile
ADDRESS: 19 Middle S rin Road Shi ensbur PA 17257
F. NAME OF LENDER:
ADDRESS:
G. PROPERTY ADDRESS: 19 Middle Spring Road, Shippensburg, PA 17257
Southam ton Townshi
H. SETTLEMENT AGENT: South Central Home Settlements, Inc., Telephone: 717-532-7387 Fax: 717-532.8552
PLACE OF SETTLEMENT: 126 East Kin Street Shi ensbur PA 17257
I. SETTLEMENT DATE: 1112512008
J. SUMMARY OF BORROWER'S TRANSACTION: K. SUMMARY OF SELLER'S TRANSACTION:
100. GROSS AMOUNT DUE FROM BORROWER 400. GROSS AMOUNT DUE TO SELLER
101. Contract sales rice 151 000.00 401. Contract sales rice 151 000.00
102. Personal Pro rt 402. Personal Pro art
103. Settlement char es to borrower line 1400 2 575.88 403.
104. 404.
105. 405.
Ad'ustments for items aid b seller in advance Ad'ustments For items aid b seller in advance
107. Cliunt taxes 11125108 to 12131108 28.08 407. Count taxes 11125108 to 12131108 28.08
108. School Taxes 11125108to06l30109 858.22 408. School Taxes 11125108to06130109 858.22
109. 409.
110. 410.
111. 411.
112. 412,
120. GROSS AMOUNT DUE FROM BORROWER 154 462.18 420. GROSS AMOUNT DUE TO SELLER 151 886.30
200. AMOUNTS PAID BY OR ON BEHALF OF BOR ROWER 500. REDUCTIONS IN AMOUNT DUE TO SELLER
201. De osit or earnest move 10 000.00 501. Excess De sit see instructions 10 000.00
202. Princi al amount of new loans 502. Settlement char es to seller line 1400 3447.56
203. Existin loans taken sub'ect to 503. Existin loans taken sub'ect to
204. 504. Pa off of First Mort a e Loan
205. 505. '
206. 506.
207. 507.
208, 508,
209. 509.
Ad'ustments for items un aid b seller Ad'ustments for items un aid b seller
213, 513.
214. 514.
_
215. 515.
216. 516.
217. 517.
218. 518.
219. 519.
220. TOTAL PAID BYIFOR BORROWER 10 000.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 13 447.56
300. CASH AT SETTLEMENT FROM OR TO BORROWER 600. CASH AT SETTLEMENT TO OR FROM SELLER
301. Gross amount due from borrower line 120 154 482.18 601. Gross amount due to seller .line 420 151 886.30
302. Less amounts aid b /for borrower line 220 10 000.00 602. Less reduction amount due seller line 520 13 447.56
303. CASH FROM BORROWER 144 462.18 603. CASH TO SELLER 138 438.74
SUBSTITUTE FORM 1099 SELLER STATEMENT: The information contained herein Is Important lax Information and is being furnished to the Internal Revenue Service. If you are required to file a return,
e neBtigence penalty or other sanction will be Imposed on you if This Item is required to be reported and the IRS dalannines that It has not been reported. The Contract Sales Price described on
line 401 above constitutes the Gross Proceeds of this Transaction.
You are required bylaw to provide the seltlemenl agent (Fed. Tex ID No: )with your correct taxpayer idenfiricalion number. If you do not provide your correct taxpayer identification
number, you maybe subject to civil or criminal penalties imposed bylaw. n er peU-d nafbe- s oti: per)ury, I certify that the number shown on this statement is my corcecl taxpayer idenlifica6on number.
TIN: - -
SELLER(S) NEW MAILING ADDRESS:
SELLER(S) PHONE NUMBERS:
SELLER(S) SIGNATURE(S):
(H)
,iTMENT OF HOUSING AND URBAN DEVELOPMENT
.CMENT STATEMENT
form HUD-1 (3186) ref Handbook 4305.2
File Numt~er: 082020WESTOVER PAGE 2
TitleF~coress Settlement System Printed 11!26!2008 at 11:17 ASF
' ,EMENT CHARGES PAID FROM PAID FROM
,AL SALES/BROKER'S COMMISSION based on price $151,000.00 @ 0.000 = BORROWER'S SELLER'S
.vision of commission (line 700) as follows: FUNDS AT FUNDS AT
$ t0 SETTLEMENT SETTLEMENT
L. $ t0
/03. Commission paid al Settlement
800. ITEMS PAYABLE IN CONNECTION WITH LOAN
801. Loan Ori ination Fee
802. Loan Discount °/a
803. A raise! Fee
804. Credit Re art
805. Lender's Ins lion Fee
806. Mort a e A lication Fee
807. Assum lion Fee
808.
809.
810.
811.
900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE
901. Interest From to /da
902. Mort a e Insurance Premium for to
903. Hazard Insurance Premium for to
904.
905.
1000. RESERVES DEPOSITED WITH LENDER FOR
1001. Hazardlnsurance mo. Imo
1002. Mort a e Insurance mo. /mo
1003. Cit Pro art Tax mo. /mo
1004. Count Pro rt Tax mo. /mo
1005. School Taxes mo. Imo
1009. A r ate Anal sis Ad'ustment
1100. TITLE CHARGES
1101. Settlement or closin fee
1102. Abstractor title search
1103. Title examination
1104. Title insurance binder
1105. Document Pre aration
1106. Notar Fees
1107. Attorne 's fees
includes above items No:
1108. Title Insurance to SCHS Agent for Conestoga Title Ins. Co. 1002.38
includes above items No:
1109. Lender's Polic
1110. Owner's Polic 151 000.00 -1 002.38
111 E
1112.
1113.
1200. GOVERNMENT RECORDING AND TRANSFER CHARGES
1201. Recordin Fees Deed 48.50 • Mort a e • Release 48.50
1202. Cit !Count tax/stam s Deed 1 510.00 • Mort a e 1 510.00
1203. State Taxlstam s Deed 1 510.00 • Mort a e 1 510.00
1204.
1205.
1300. ADDITIONAL SETTLEMENT CHARGES
1301. Surve
1302. Pest Ins action
1303. Overni ht Fee to South Central Home Settlements Inc. 15.00
1304. Final Sewer Bill to CFJMA 51.35
1305. 2008 Gount fTownshi Tax to Vivian Co Tax Collector ~ 305.59
1306. 2008 School Tax to Vivian Co Tax Collector 1 580.62
1307.
1308.
1400. TOTAL SETTLEMENT CHARGES enter on lines 103 Section J and 502 Section K 2 575.88 3 447.56
HUD CERTIFICATION OF BUYER AND SELLER
I have carefully reviewed the HUD-1 Settlement Stalemenl and to the best of my knowledge and belief, It is a true and accurate statement of all receipts end disbursements made on my_accounl or by me
in This transaction. I further certify that I have received a copy of the HUD-1 Settlement Statement.
e ore es over
aro a xecu or o e s e e o ana e
WARNING: IT IS A CRIME TO KNOWINGLY MAKE FALSE STATEMENTS TO THE The HUD-1 Settlement Statement which I have prepared is a True and accurate account of this transaction.
UNITED STATES ON THIS OR ANY SIMILAR FORM. PENALTIES UPON CONVICTION I have caused or will cause the funds to be disbursed in accordance with This statement.
CAN INCLUDE A FINE AND IMPRISONMENT. FOR DETAILS SEE TITLE 18:
U.S. CODE SECTION 1001 AND SECTION 1010.
__Cumberland Valley Cooperative Association
908 MT. ROCK ROAD SHIPPENSBURG, PENNSYLVANEA 17257
POST OFFICE BOX 350 TELEPHONE: 717 532-2197
FAX: 717 532-4353
July 2007 `~-~*~-`'""``( ~n,Gd `
~o
~. ~an~ il~
19 Middle S_ rir~a Ro~~~. ~ -~
r
S'r~ippensburg PA ~ 7? ~? `Z Z
t
Dear Patron: J
The Board of Directors of Cumberland Valley Cooperative Association has voted to continue its
recall of Preferred Stock issued in 1972. Previously, your Board had recalled 20% of the 1972 issue of
Preferred Stock. This year we are continuing the program by recalling another 20% of 19.72 Preferred
Stock. Recalls that are for fractional shares will be rounded up to the next whole shaee. (1~'or example, if
your certificate is for between 1 and 5 shazes, we will redeem 1 share. If your certificate is for between 6
and 10 shares, we will redeem 2 shares, and so on.)
Our records indicate you are the holder of the following certificate of 1972 Preferred Stock:
Certificate # 7 /~~ for ~ F shazes
Recalled Redeemed
2006 ~O
2007. _ ~_
Total Now Eligible for Recall is: ~ shares.
rP,-r;ficates that have been partially redeemed are stamped on the back to show previous recall
amounts. All 1972 certificates should be returned to Cumberland Valley Cooperative for redemption,
for this year's recall. They will be updated and returned to you, along with a check for the recalled
amounts. If you have any questions at all, please call us at 532-2197 or 1-800-488-2197, and ask for
Merle or Tena. We anticipate a large number of calls, so please be patient.
Thank you.
Cooperatively,
~A~ Jv i~
/v`
Merle D. Harnish,
Treasurer
September 24, 2008
To Whom It Mav Concern:
This is to verify that A. Dana Ile at the time of his death on September 14th 2008,
he owned 3638 shares of Orrstown Financial Services, Inc.common stock
and the doing price at that time was $30.00 per share.
Sincerely,
y~GG~~.,Q--
Patricia Corwell
Vice President
PO Box 250 • Sfnippensburg, PA 17257 • (717) 532-6114 • (717) 532-4143 pax • www.orrstown.co~
~'~ Citiae~s Bar~k.~
OC,~ 2 ~ ~~p8
October 20, 2008
JERRY A WEIGLE
126 EAST KING STREET
SHIPPENSBURG PA 17257-1397
Estate of A DANA ILE
Date of Death: Sep 14, 2008
SSN: 201-16-1340
Dear Sir/Madam:
525 William Penn Place
Suite 153-2618
Pittsburgh, PA 15219
In accordance with your request, the attached information sheet has been provided in the above decedent's
name as of his/her date of death.
For IL or LC accounts, contact our Loan Department at 1-800-708-6680. For all other inquiries, please
ca11888-999-6884
Sincerely,
Pfeil, Marnie
Operations Services
Citizens Banff
Account Number 6100793737
Account Title A DANA ILE
Date O ened 3/29/1980
Account T e Checkin
Princi al Balance as of DOD $31614.83
Interest from Last Postin to DOD $ .00
Account Balance as of DOD $31614.83
YTD Interest to DOD $18.57
~~ CLOSING DEBlT -CHECKING
~~ ~l~l~E:i`i5 ~SGi
~~
Date~~~/ ~~~~ fry c~Bank/Branch 'r,r !~ ~ ~ <~ f
Amount Debited I $ ~"'~~ : ' ~~
((( 'l ~'
~ ~-
For: ~~,, _ , ,. ,;, ~ ,.,
This amount has been charged to your account. Please adjust your records,
~--
/,
Name f-7 ` ~"r ~ ; (r / ~~-
Debit -~ .- ~~ _-.-; ~ ~~ `
/1
ACCt. ~ ~,~ = J / { ~ ~ Prep. By
l `_•-
/~r ~t'
L.:.f~'~~ .~I
~ ''~ APPr• BY
i
~~~_ `~~ Customer signature required when customer requests account be closed
~v D.. J'.~-ie t
~~ Citizens Bank
Account Number 6140639179
Account Title _
A DANA ILE
Date O ened 12/9/ 1994
Account T e Time De osits
Princi al Balance as of DOD $10000.00
Interest from Last Postin to DOD $4.87
Account Balance as of DOD $10004.87
YTD Interest to DOD $319.19
C~tiz~ns Ban~C
Account Number
Account Title
Date Opened
Account Tape
Principal Balance as of DOD
Interest from Last Posting to DOD
Account Balance as of DOD
YTD Interest to DOD
6140897300
A DANA ILE
12/7/1990
Time Deposits
$11000.00
$5.21
$11005.21
$315.20
CCT 8 2QOB
October 3, 2008
®~s~~~vN
BA-N~
A Tradition of Excellence
To: Weigle & Associates
126 East Main Street
Shippenburg Pa 17257
From: Traci Yohe
Orrstown Bank
Customer Service Center
PO BOX 250
Shippensburg, Pa 17257
Re: Estate of A Dana Ile
Date of death September 14, 2008
IT IS HERERBY CERTIFIED THAT THE ABOVE NAMED DECEDENT, ON THE
ABOVE DATE, HAD THE FOLLOWING ACCOUNTS WITH ORRST OWN BANK.•
CHECKING ACCOUNT
Account # Title of Account
513377 Winifred J Ile
A Dana Ile
SAVINGS ACCOUNT
Account # Title of Account
722359 Winifred J Ile
A Dana Ile
CERTIFICATE OF DEPOSIT
Account # Title of Account
20050066 A Dana Ile
Winifred J Ile
Date opened Principal Accrued Interest
10/01 /82 507.76 0.00
Date opened Principal Accrued Interest
06/ 17/8 8 10,451.23 1.5 7
Date Opened Principal Accrued Interest
09/06/94 24,391.68 16.24
P.O. Box 250 • Shippensburg, PA 17257 • 717.530.3530 • 717.532.4143 fax
y
MANUFACTURERS & TRADERS TR CO Z $ G 1
KENNY'S AUCTION ALLENTOWN, PA 18103
CARL E. OCKER -OWNER 60-83.'313
4401 PHILADELPHIA AVENUE
CHAMBERSBURG, PA 17201 11/17/2008
'' _ PH. (717) 264-6578
"PAY TO THE
ORDER OF ~ Dana Isle Estate ~ ~ *"3.25
~' Three and 25/100"*..**"**"'************"********,.~* •******************************.,-**.**+..*.,r***«**,.~*,~.*
DOLLARS L°,
°* A. Dana Isle Estate
Haroid Ile Executor
269 Newburg Rd
Newburg PA 17240
11'0 286 L811' x:03 L300834~:
ESC OW ACC
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MANUFACTURERS & TRADERS TR CO 2 H 5 7
KENNY'S AUCTION ALLENTOwN, PA 18103
CARL E. OCKER -OWNER gp-g3/3~3
4401 PHILADELPHIA AVENUE
CHAMBERSBURG, PA 17201
'' , ~ _ PH. (717) 284-6578
11/10/2008
ORDER OFE A Dana Isle Estate ~ ~ **6,557.71
Q
Six Thousand Five Hundred Fifty-Seven and 71/100"****"************************** ********************
DOLLARS 8
ti
A. Dana Isle Estate
:]
?_ Harold Ile Executor
~ _ ESCROW ACCOUlPr- C
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y'Q~ 4401 Philadelphia Avenue
~ Chambersburg, PA 17201
(717) 264-6578
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