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HomeMy WebLinkAbout11-09-10 (2)1505610140 REV-1500 ~` `°'-'°' OFFICIAL USE ONLY PA DepefUnerrt of Revenue County Code Year File Number Bunusu of Individual Taxe~t INHERITANCE TAX RETURN Po Box 28D601 2 1 1 0 0 0 0 9 8 Hartisbu PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 2 0 4 0 3 8 9 3 2 0 1 2 6 2 0 1 0 0 8 0 2 1 9 1 6 Decedents Last Name Suffix Decedent's First Name MI B A R N I T Z G E O R G E W (If Applicable) Enter Surviving Spouse's Informatlon Below Suffix Spouse's First Name Spouse's Last Name Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS MI FILL IN APPROPRIATE OVALS BELOW m l R t i i O ^ 2. Supplemental Retum ^ 3. Remainder Retum (date of death e u na r g 1. prior to 12-13-82) ^ 4. Limited Estate ^ 4a. Future Interest Compromise (date of ^ 5. Federal Estate Tax Return Required death after 12-12-82) 1 Q 6. Decedent Died Testate ^ Living Trust e ~e ~' D 8. Total Number of Safe Deposit Boxes (Attach Copy of Wiil) ^ 9. Litigation Proceeds Received ^ A ~ Copy of Trust) )f death 10. S ponP 2 3 9C eda 1d1 t9 ^ O) nder Sec. 9113(A) 11' Att h h S 5 ~ . c ac CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFtDENTIAL TAX WFORMATION SHOULD BE DIRECTED T0: Daytime Telephone Number Name W I L L I A M A D U N C A N 7 1 7 2 4 9 7 7 8 0 REGISTER OF WR.LS USE ONLY First line of address N Co a _a::, 1 I R V I N E R 0 W ~ ~~ Second line of address ~ ~ I r~r ~ ~ ~ ~ •,,~ d D - ' -' e State ZIP Co Cily or Post Office ~ _ _ -~''-1 _ ~ - C A R L I S L E P A 1 7 0 1 3 ~~ w r=te ~.; y t~ ~~ tv7 Corresponderrt's e-mail address: b l 11 d U t'1 C a 11 a p d• n t? t 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 personal representative is based on all information of which p rer has y knowledge. ,81C'I~TURE OF-P~ERSO~R ONSIBLE FO~t FILING~i iRN 1 `~ ~AT r 1103 CROSS CREEK DRIVE SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE CHANICSBUR DATE 50 ADDRESS PLEASE USE ORIGINAL FORM ONLY 1505610140 Side 1 15D5610140 ,~.~ v ~. ~~ 1505610240 REY-1500 EX DecedenCs Soaal Security Number 2 0 4 0 3 8 9 3 2 pecedenYsName: GEORGE W• BARNITZ RECAPITULATION 1. Real Estate (Sctredule A) .......................................... . 1. 3 3 4 1 8 0.8 8 2. Stocks and Bonds (Schedule B) ...................................... 2• 3 Cbsey Held CorPoratan• Partrrership or Sole-Pr'oPrietorship (Schedule C) ..... 3. 4. Mortgages ar-d Notes Receivable (Schedule D) .......................... 4. 1 7 1 6 2 1 2. 7 2 5. Cash. Bank Deposits acrd ~ Personal Property (Schedule E)....... 5. 6. Jointly Owned Property (Sdredule ~ ^ ~~g Re9 ....... 6. 7. Inter-V'rvos Transfers 8 Miscellaneous NQp;P~~Prg ~ guested ....... LJ G 7. • ) (Schedule 8 2 0 5 0 3 9 3. 6 0 8. Lines 1 through 7) ........................... Total Gross Assets (total . 9 5 7 7 0 0. 0 9 9. ............. Funeral Expenses and Administrative Costs (Schedule H) .... . . 10. Debts of Decedent, Mortgage • ar'd wens (schedule 1) ............. 10. 1 2 4 1 9. 1 5 11 7 0 1 1 9. 2 4 11. Total Deductions (total Lines 9 and 10) ............................... . 12 1 9 8 0 2 7 4 . 3 6 12. Net Value of EstMs (Lme 8 mu-us Line 11) .............. . . . . • - - ....... • 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which 13 1 7 6 3 0 9 3. 6 2 . - .. • ' . • .... an election to tax has not been made (Schedule J) ......... . . 1a 2 1 7 1 8 0. 7 4 14. Net Vales Subject to Tax (Luure 12 minus Lme 13) ...... ........ . ..---•. . TAX CM.CtAATtON -SEE prSTRUGTIONS FOR APPfJCJ1StF RATES 15. Amount of Lure 14 taxable at the spousal tax rate, or transfers under Sec. 9116 Q . 0 0 15• 0. 0 0 16. Amount of Line 14 taxable 0 0 0 16. 0 ' 0 0 at lineal rate X •0 _ 17. Amount of Lure 14 taxable Q . 0 0 17. 0 . 0 0 at sbNny rate X .12 18. Amount of Line 14 taxable 2 1 7 1 8 0. 7 4 1 a. 3 2 5 7 7. 1 1 at collateral rate X .15 19 . 3 2 5 7 7. 1 1 19. TAX DUE .............................. ................ ....... 20. FILL IN THE OVAL IF YOU ARE REGt)ES71NG A REFUir~ OF AN OVERPAYMENT ^ Side 2 1505610240 1505610240 Fie Nirnber rtEV-,5ooac Pape3 21 10 00098 pecedenCs Complete Addtress= GEORGE W• BARNITZ STREET ADDRESS 825 N• HANOVER ST•, APT• # 103 CITY CARLISLE STATE PA ZIP 17013 Tax Payments and Ctredit>;s 1. Tax Due (Page 2, Line 19) 2. CreditslPayrner-ts 2 2, 5 0 0.0 0 A. Prror Payments 7 8 9.0 0 B. Discount 3. Interest 4. ff Line 2 is greater than Line 1 + Line 3, enter the differer-ce. This is the OVERPAYMENT. Fill fin oval on Page 2, Une 20 to request a refund. (3) 50.00 (a) D • 00 5. ff Line 1 + Une 3 is greater than Line 2, enter the dffference. This is the TAX DUE. (5) 9 , 3 3 8.11 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 transier and: Yes ^ No a. rain the use or income of the property transferred : ................................................................. ..... b. retain the rift to designate who shall use the property transferred or its income; .......................... .. ..... ^ ... c. retain a reversionary interest; or ........................................................................................ ^ 0 d. receive the promise for life of either payments, benefits or care? ................................................. .. .... 2. ff death occurred alter December 12,1982, did decedent transfer properly within one year of death ^ 0 without receiwrg adequate carrsideration • ......................................................... ? ...... ^ ... 3. Did decedent own an •in trust for" or payable-upon~feath bank account or security ~ his or her death ...... 4. Did deoedeM own an irrdnidual redrerrreM account, armrity ar athernon-probate ProPatl-, whidr © ^ contains a bene6aary desi9nafiton? ............................................................................................ ...... IF THE ANSWER TO ANY OF THE ABOVE 4UESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dales of death on or after Jr~y 1,1994, and befiore Jan.1,1995, fire tax rate arrposed on the net vakre ~ transfers to or for the use of the ~rviving spouse 3 percent [72 P.S. §9116 (a) (1.1) {i)J. For dates of death on or after Jan.1,1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 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 discbsure of assets an~± 17ig a tax refwn are sttA applicable even if the ~rviv~g spouse is the only benefiaary For dates of death on or after July 1,2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent or a stepparent of the did is 0 percent [72 P.S. §9116(ax1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedents lineal benefiaaries is 4.5 percent, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)]. • The tax rate on the net value of transfers >p or for the use ~ the decedent's slbings is 12 percent [72 P.S. §9116(ax1.3)j. A sl'bl'ng is defir>ed, urx Section 9102, as an inttividual who has at least one parent in corrxnon with the decedent, whether by blood or adoption. (1) 32, 577.11 total credr<s (a + B) (2) 2 3 , 2 8 9.0 0 REV-1503 EX + (~) SCHEDl~LE B COMAAONWEALTH of PENNSVLVANw STOCKS ~ BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NU~ER GEORGE W• BARNITZ 21 10 00098 N ProP~ jpiM~.q~d wiilh riDK of su~ronWp eNSt bs distdosed on SdNdde F. ITEM DESCRIPTION NUMBER ~. FPL GROUP INC• 1206 SHARES X X48.69 [SEE ATTACHED DOD LETTER] 2• GENERAL ELECTRIC COMBLS 300 SHARES X $16.25 [SEE ATTACHED DOD LETTER] 3. SOUTHERN COMPANY BLS 900 SHARES X X32.53 [SEE ATTACHED DOD LETTER] 4- ORRSTOWN FINANCIAL COMPANY 529 SHARES X X32.00 [SEE ATTACHED] 5. AMERICAS 800 SHARES X $39.00 [SEE ATTACHED] 6. (VANGUARD FUNDS [SEE ATTACHED DOD LETTER] VALUE AT DATE OF DEATH 58,720- 4,875.00 29,277.00 16,928.00 31,200.00 193,180.74 Tt7TAL (Also enter on line 2, Recapitulation) ~ S 3 3 4 ,18 0.8 8 REV-1508 EX + (8-88) COIyNiAONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN SCHED~/LE E CASH, BANK DEPOSITS, ~ MISC. PERSONAL PROPERTY ESTATE OF FILE N 21 10 00098 GEORGE W• BARNITZ Include the proceeds of litigation and the date the proceeds were received hY the estate. All propeiiy joirdlyowned with right of survivorship must be discbsed on Schedule F. VALUE AT DATE ITEM NUMBER DESCRIPTION OF DEATH 451,319.66 ~. M&T BANK CHECKING ACCT•~2672959975 [SEE DOD LETTER ATTACHED] 2. M8T BANK SAVINGS ACCT• X15004200020523 167,154.53 [SEE DOD LETTER ATTACHED] 3. MEMBERS FIRST SAVINGS ACCT• X54455-00 41.75 [SEE DOD LETTER] 4. MEMBERS FIRST INVESTMENT SAVINGS ACCT• X54455-05 7.64 [SEE DOD LETTER ATTACHED] 5. MEMBERS FIRST C•D• X54455-43 105,608.00 [SEE DOD LETTER ATTACHED] 6. MEMBERS FIRST C•D• X54455-45 102,758.63 [SEE DOA LETTER ATTACHED] 7. MEMBERS FIRST C•D• X54455-46 100,176.03 [SEE DOD LETTER ATTACHED] 8. WACHOVIA BANK C•D• X9382 106,267.21 [SEE DOD LETTER ATTACHED] 9• PNC SAVINGS ACCT. #5004087572 191,040.72 [SEE DOD LETTER ATTACHED] 10. CITIZENS BANK ACCT• X6250435531 111,292.45 [SEE DOD LETTER ATTACHED] 11. FIRST NATIONAL BANK OF WEST CHESTER CD X290005426 104,781.26 [SEE DOD LETTER ATTACHED] 12• USAA FED SAVINGS BANK C•D• X7383 175,067.32 [SEE DOD LETTER ATTACHED] 13. ORRSTOWN BANK C•D•4000024938 100,697.52 [SEE DOD LETTER ATTACHED] TOTAL (Also enter an line 5, Recapitulation) ~ : 1, 716 , 212.7 2 REW1511 EX+ (10-09) Pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF GEORGE W• BARNITZ 21 10 00098 Dec~1Cs debts must be reported on SdNduls L ITEM DESCRIPTION NUMBER A. FUNERAL EXPENSES: ~. HOFFMAN-ROTH FUNERAL HOME 2. FUNERAL LUNCHEON - L'KOSTE VILLA CAFE 3. LUNCHEON ROOM RENTAL AMOUNT 374.49 546.18 15D•00 g. ADMINISTRATIVE COSTS: ~ • Personal Represerlt~lve Comrresslons. DANIELLE J- D E R S I N 2 0 , 0 0 0.0 0 Narrre(s) of l'ersor~ Represers) 1103 CROSS CREEK DRIVE ~;~ MECHANICSBURG Shate PA zlP 17050 Year(s) Conlrr~ssion Paid: AltomeyFees: DUNCAN 8 HARTMAN, PC 32,000.00 2. g, FarrMy Exemption: (tf deoader-Cs address s rrat the same as daimanCs, attach explanation.) C~irt~M Street Addmss State ZIP Relationship of Claaimant to Deceder-t REGISTER OF WILLS F 1,013.50 4. ees: Ie ~,,,,~„tF~: PATRICIA ROSENDALE 325.00 5 g, Tax ReUxn Prepaner Fees: ~ CUMBERLAND LAW JOURNAL LEGAL NOTICE ?5.00 24.00 . 8. REGISTER OF WILLS - 6 SHORT CERTIFICATES 176.92 y. THE SENTINEL LEGAL AD 15.00 10. FILING FEE 3,000.00 yy. HELD IN RESERVE TOTAL (Also enter on Line 9, Recapitulation) I S 5 7, 7 0 0 REY-1512 EX; (12-OB) Pennsylvania oePnrtTr~Nr of INFIERITANCE TAX F~TURN RESIDENT DECEDENT SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES, ~ LIENS rr~t nunro~R ESTATE OF GEORGE W• BARNITZ 21 10 00098 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimburaed medical expenses. VALUE AT DATE ITEM DESCRIPTION OF DEATH NUMBER 3 0.4 6 ~. CONTINUING CARE 2. CHURCH OF GODS INC• -FINAL BILL 11830.35 3. CUMBERLAND GOODWILL EMS - AMBULANCE BILL 96.00 y. CUMBERLAND G04DWILL EMS - AMBULANCE BILL 63.00 5. WEST SHORE EMS - AMBULANCE 110'10 6. PSERS - PRO-RATION REFUND 96.96 ?. CARLISLE BOROUGH TAX ACCOUNT - PERSONAL TAX 2010 4.90 8. WEST SHORE EMS - BLS 163.38 9. BANK SERVICE CHARGE FOR CHECKS 24.00 TOTAL (Also enter on une 10, Rec2~itulatblt) I i 12 , 419.1 If more space is needed, insert additional sheets of the same size. REV-1513 EX+(Ot-10) 'ATE OF: ORGE W• BARNIT NUMBER I. 1. 2• 3• 4• 5• II. 1 2• 3• Pennsylvania SCHEDULE J ~PNT of REVEN~,E BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT NAME AND ADDRESS OF PERSON(Sj RECEIVING PROPERTY TAXABLE DISTRIBUTIONS pndude ~hipM d~tribubor>s ~ ~"~ under Sec. 91 i6 (a (1.2).j . DANIELLE J• DERSIN 1103 CROSS CREEK DRIVE MECHANICSBURG, PA 17050 BARBARA CURRENCE 3995 COUNTY ROAD 406 MC KINNEY, TX ?5071-4337 JOSEPH BARNITZ 15315 SAM SNEAD DRIVE N• FORT MYERS, FL 33917 SUZANNE NELSON 1570 RUE JAMES PLACE PALATINE, IL 60067 RICHARD KIME 206 SOOSE ROAD PITTSBURGH, PA 15209 FILE NUMBER: 21 10 00098 -TIONSHIP TO DECEDENT AMOUNT OR SF4 po ~ ~ T~~(;) OF ESTATE Collateral Collateral Collateral ,Collateral (Collateral 10,000.00 +Vanguard Fund- 193,180.74 3000.00 2500.00 15500.00 13000.00 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET, AS APPROPRIATE. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT TAKEN: 1 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: FIRST UNITED CHURCH OF CHRIST 100,000.00 30 N• PITT ST• CARLISLE, PA 17013 1D0,000.00 FOREVER CARING FUND, CHURCH OF GOD HOME, INC- 801 N• HANOVER STREET CARLISLE, PA 17013-1598 100,000.00 DICKINSON COLLEGE - OFFICE OF DEVELOPMENT P•0• BOX 1773 CARLISLE, PA 17013 TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON UNE 13 OF REV-1500 COVER SHEET H mnra cnarp is naatl~l i ica arltlitinnal chaatc of nanar of tha cams ci~a f 301, 000 •_00 Continuation of REV-1500 Inheritance Tax Return Resident Decedent 21 10 00098 GEORGE W. BARNITZ File Number Decedent's Name Page 2 Schedule J -Beneficiaries - 2B II. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: y , O O O.O O 4. SIGMA ALPHA EPSILON FRATERNITY 1856 SHERIDAN ROAD P.O. BOX 1x56 EVANSTON, IL 60201-3837 SUBTOTAL SCHeDULE J-26 ~ 1, 0 0 0.0 Mail :: Inbox: Fw: George Barnitz, Jr., Est. Page 1 of 2 Inbox Open Folder ~-- ---- - - `~' `. ~ .- Inbox Empty Trash Empty Spam New Message Folders Search Fgtch~yMail Options Problem Help log out -- -- - Inbox:_F_w: George Barnitz, 7r., Est. (4 of 33) .~~ - _ _ _ _________ _ __, Back to Inbox ~ ~ Mark as: ____ Move ~ Copy This message to ~ ~ _~_ _ Delete ~ Reply ~ Forward I Redirect ~ View Thread ~ Blacklist ~ Whitelist I Message Source ~ Save as ; Print j Report as Spam ~ Headers Date: Fri, 22 OCt 2010 15:56:28 -0400 [10/22/2010 03:56:28 PM EDT] From: Kathy Mummert <dhlaw@pa.net> ~~; To: Bill Duncan <billduncan@pa.net> ~ Cc: Joan adams <duncanprop@planetcable.net> ~„oi Subject: Fw: George Barnitz, Jr., Est. Part(s): Download All Attachments (in .zip file) Show this HTML in a new window? for you ----- Original Message ----- From: RV, Inheritance Tax Extension To: 'dhlaw@pa.net' Cc: 'gfarner@ccpa.net' Sent: Friday, October 22, 2010 3:39 PM Subject: George Barnitz, Jr., Est. ~- Pennsylvania DEPARTMENT OF REVENUE The following message is being sent from an unmonitored account. Please do not reply. Re: Estate of George Barnitz, Jr. File Number 2110-0098 Dear Sir or Madam: This is in response to your request for an extension of time to file the Inheritance Tax Return for the above estate. http://webmail.pa.net/imp/message.php?mailbox=INBOX&index=3359 10/25/2010 Mail ::Inbox: Fw: George Barnitz, Jr., Est. Page 2 of 2 In accordance with Section 2136 (d) of the Inheritance and Estate Tax Act of 1995, the time for filing the return is extended for an additional period of six months. This extension will avoid the imposition of a penalty for failure to make a timely return. However, it does not prevent interest from accruing on any tax remaining unpaid after the delinquent date. The return must be filed with the Register of Wills on or before 04/26/11. Because Section 2136 (d) of the 1995 Act allows for only one extra period of six (6) months, no additional extension(s) will be granted that would exceed the maximum time permitted. We now offer you the option to request your extension request via a-mail. Please use the following e- mail address: RA-InheritanceTaxExt~state.ua.us. Please contact me with any questions or concerns at 717-787-8327. Sincerely, Claudia Maffei, Supervisor Document Processing Unit Inheritance Tax Division Please do not reply to this email. This mailbox is not monitored and you will not receive a response. For assistance, visit us on the web at www revenue.state.pa.us or call us at 717-787-8327 The information transmitted is intended only for the person or entity to whom it is addressed and may contain confidential and/or privileged material. Any use of this information other than by the intended recipient is prohibited. If you receive this message in error, please send a reply e- mail to the sender and delete the material from any and all computers. No virus found in this incoming message. Checked by AVG - www.avg.com Version: 9.0.862 /Virus Database: 271.1.1/3212 -Release Date: 10/22/10 02:34:00 Delete ~ Reply ~ Forward ~ Redirect I View Thread I Blacklist j whitelist I Message Source ~ Save as ! Pnnt i Report as Spam ~ Headers _ _- ____._ ----_ - - -~ _ - ~ ~ Move f Copy'Thls mes5a a t0 ~ Back to Inbox ~ -- 9_~ ____ ___ --. -.. Mark as: __- http://webmail.pa.net/imp/message.php?mailbox=INBOX&index=3359 10/25/2010 LAST WILL AND TESTAMENT I, GEORGE W. BARNITZ, JR., a legal resident of Cumberland County, Commonwealth of Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this instrument to be my LAST WILL AND TESTAMENT. I hereby revoke any and all wills and codicils by me heretofore made. I. BURIAL A. I direct that my remains be interred within my family's burial plot located at Peace Church, Mechanicsburg, Pennsylvania. B. I authorize my personal representative to expend funds from my estate, in such amounts as my personal representative shall consider necessary and desirable for the purchase, erection and inscription of a suitable mazker for my grave. II. IDENTIFICATIONS AND DEFINITIONS A. I am a widower and I have no children. Except as otherwise provided in this my LAST WILL AND TESTAMENT, I have intentionally omitted to provide herein for any relatives or for any other person, whether claiming to be an heir or mine or not. B. The following definitions obtain in any other use of the terms of this will: 1. The persons who take this Wil( shall take by right of representation, in accordance with the rule of per capita distribution. Persons legally adopted when under the age of fourteen years shalt not be differentiated from blood descendants for any purpose. 2. "Survive me" is to be construed to mean that the person referred to must survive me by thirty days. If the person referrcd to dics within thirty days of my death, the reference to him shall be construed as if he had failed to survive me. 3. As used in this Will, the words "Executor", "he", "him", "his" and the like shall be taken as generic and applicable to a natural person of either sex or a corporate person or other legal entity. C. I have served in the Armed Forces of the United States. Therefore, I direct my Executor to consult the legal assistance office at the nearest military installation to ascertain if there are any benefits to which my dependents are entitled by virtue of my military affiliation at the time of my death. Regardless of my military status at the time of my death, I direct my Executor to consult with the nearest Veterans Administration and Social Security Administration otlice to ascertain if there aze any benefits to which my dependents may be entitled. III. PAYMENT OF DEBTS AND TAXES I direct my Executor to pay the following as soon after my death as may be practicable: 1. All of my just debts and the expenses of my last illness, funeral and of the administration of my estate; but my Executor need not accelerate and pay those unmatured obligations which, in his opinion, it might be proper and more advantageous to retain or renew any pay as they become due and payable. 2. All inheritance, transfer, estate and similar taxes (including interest and penalties) assessed or payable by reason of my death, on any property or interest in my estate for the purpose of computing taxes. My executor shall not require any beneficiary under this will to reimburse my estate for taxes paid on property passing under the terms of this Will. IV. SPECIFIC BEQUESTS l give, devise and bequeath my property including real and personal property as follows: 1. To my friend, DANIELLE JEAN DERSIN, all personal effects owned by me at the time of my death, such as: my automobile, furniture, clothing, golf equipment, kitchenware, hand tools, and other items not heretofore enumerated either in my apartment or outside storage azea. 2. To my brother, J. EDWIN BARNITZ, the sum of Five Thousand Dollars ($5,000.00), provided he survives me by thirty (30) days. In the event he fails to survive me by thirty days, I give, devise and bequeath the sum of Five Thousand Dollars ($5,000.00) to be divided equally between two of his children, SUZANNE BARNITZ and JOSEPH BARNITZ.. 3. To my friend, DANIELLE JEAN DERSIN, I give, devise and bequeath the sum of Five Thousand Dollars ($5,000.00), provided she survives me by thirty (30) days; 4. To my Niece, BARBARA K. CURRENCE, I give, devise and bequeath the sum of Three Thousand Dollars ($3,000.00); 5. To my Niece, SUZANNE B. NELSON, I give, devise and bequeath the sum of Three Thousand Dollars ($3,000.00); 6. To my Nephew, RICHARD A. KIME, I give, devise and bequeath the sum of "fhree Thousand Dollars ($3,000.00); 7. To Sigma Alpha Epsilon (Fraternity), 1856 Sheridan Road, P.O. Box 1856, Evanston, [llinois, in memory of my father, George W. Barnitz, of the Pennsylvania Sigma Phi Chapter, the sum of One Thousand Dollars ($1,000.00); 8. To the First United Church of Christ of Carlisle, Pennsylvania, in trust, in memory of my wife, Mary Louise Barnitz, with the principal remaining intact and only the income therefrom being used for whatever purposes designated by the Governing Body of the Church Council, the sum of One Hundred Thousand Dollars ($100,000.00); 9. To the Forever Caring Fund, Church of God Home, Inc., Cazlisle, Pennsylvania, the sum of One Hundred Thousand Dollazs ($100,000.00), with principal remaining intact and only the income therefrom being used for whatever purposes designated by the Governing Body of the Church of God Home; 10. To the Dickinson College, Cazlisle, Pennsylvania, in memory of my father and mother, George W. Barnitz and Marie Niesley Barnitz, the sum of One Hundred Thousand Dollazs ($100,000.00) with principal remaining intact to be used for the endowment of a Scholarship Fund at the College by the Board of Trustees. The interest and earnings of said Fund shall benefit students of the College. No principal shall be expended from the Fund, in accord with a letter dated March 20, 1995 and a copy of which is attached hereto; V. RESIDUARY ESTATE A. I define "my Residuary Estate" as all of my property after the payment of debts and taxes under Article II, and after distribution of all Specific Bequests under Article III, including real and personal property, whenever acquired by me, property as to which effective disposition is not otherwise made in this Will, and property as to which I have an option to purchase or a reversionary interest. B. I give the remainder of my Residuary Estate to be divided as follows: 1. One-Third (1/3) unto the Forever Caring Fund, Church of God Home, Inc., Carlisle, Pennsylvania, with the principal remaining intact and only the income therefrom being used for whatever purposes designated by the Governing Body of the Church of God Home; 2. One-Third (1/3) unto the 1" United Church of Christ, Carlisle, Pennsylvania, with the principal remaining intact and only the income therefrom being used for whatever purposes designated by the Governing Body of the 1s` United Church of Christ, Carlisle; 3. One-Third (1 /3) unto the Dickinson College of Carlisle, Pennsylvania, Endowment Scholarship Fund with the principal remaining intact and only the income therefrom being used for the benefit of the students, in accord with the Board of Trustees of Dickinson College. VI. APPOINTMENT AND POWERS OF EXECUTOR I hereby nominate, constitute and appoint DANIELLE JEAN DERSIN, as Executrix of this my Last Will and Testament. I request that my Executrix be permitted to serve without bond or surety thereon. I hereby relieve my Executrix from the necessity of posting security in connection with her duties, as such, in any jurisdiction in which she may be called upon to act insofaz as I am able by law to do so. In addition to the powers conferred by law, I authorize my Executrix, in her absolute discretion, to retain in the form received, and to sell either at public or private sale any real or personal property owned by me at the time of my death. In the execution of her duties and powers as Executrix she shall have the power to comply with all legal formalities without the order of any court; and shall furnish a statement of receipts and disbursements at least annually to each person then entitled to receive income or property from my estate. I also direct that WILLIAM A. DUNCAN, ESQUIRE be employed as Attorney for my estate. VII. MEMORANDUM I have made, or may from time to time make, a written memorandum expressing my desire to give certain items of personal property to specific persons. I urge my Executrix and beneficiaries to respect these wishes. Such a memorandum, if made, shall be stored in conjunction with this Will. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of four typewritten pages this `3 Day of 2007. -~U~ GEOR W. BARNITZ, J / Signed, sealed, published and declared by the above named Testator, George W. Barnitz, Jr. As and for his Last Will and Testament, in the presence of us, who, at his request, in his sight and presence and in the sight and presence of each other, have hereunder subscribed our names as witnesses. C~ - ~ V~ COMMONWEALTH OF PENNSYL VANIA COUNTY OF CUMBERLAND . SS. I, George W. Barnitz, Jr., Testator whose name is signed to the attached or 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 vohmtary act for the purposes therein expressed. ~,~~ '?~ . GEOR W. BARNITZ, JR. ' Sworn or affirmed to and acknowledged before me, by George W. Barnitz, Jr. this `3 day of Ncaremb~ , 200. ~~~ X11 ~.l_.- Notar}? Pu COMMONWEAL TH OF PENNSYL VANIA COUNTY OF CUMBERLAND :SS. ----_ C Ba~os~~' tQol~ry Publk C~~, PA ~ CO~~ ~ At~wt 11. Y011 We, w f (~'~ QYY~ fl ~tat1 and ~G~ ~ ~ ~ ~~ the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to taw, do depose and say that we were present and saw George W. Barnitz, Jr. sign and execute the instrument as his Last Will; that he signed willingly and that he executed as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the will as witnesses; and that to the best of our knowledge, the Testator was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. ~- G.~- Sworn or affirmed to and subscribed before me by (,U ;1 I'~ arr A ~~n~Qp ScJaIR ZJ (~Ct`rS this 13 Day of NL,~~yyl{U~1- rt~ Notary Rt~b c Nahri~l yea! Kt+dp~ 4 Munrmat. ~.,t:~r~~ Pubhc GrWle Baw~,- CuwberlarMl G,~,rn_.. ~~ 4 INP Cat~riuiorr Expires August I L In I I and witnesses, Zoos. Danielle J. Dersin 640-2 Geneva Drive Mechanicsburg, PA., 17055 RE: George W. Barnitz, Jr., Estate FEE AGREEMENT And now this ~, iday of January, 2002, George W. Barnitz, Jr., and William A. Duncan, Esquire, hereby agree that Duncan & Hartman, P.C., shall render legal services to the Estate of George W. Barnitz, Jr., upon the following terms and conditions; A) Compensation for legal services shall be fixed at the sum of $30,000.00 for all matters related to settling the estate with an additional payment of $2,000.00 to be made if the estate is timely settled and no penalties are paid on account of inheritance or income taxes. B) Duncan & Hartman, P.C., shall cooperate fully with Danielle J. Dersin, Executrix of the Estate and shall promptly notify all heirs to the Estate. C) A copy of the fee agreement shall be delivered to Danielle J. Dersin, Executrix to be placed with a copy of the Last Will and Testament of George W. Barnitz, Jr.. This agreement is intended hereby to be legally bound by all parties. 2!/: GEORGE . BARNITZ, JR. WIL I A. D ,ESQUIRE STATE OF PENNSYLVANIA COUNTY OF CUMBERLAND On this the~~'day of January, 2002, before me, a Notary Public, the undersigned officer, personally appeared George W. Barnitz, Jr., and William A. Duncan, (known to me or satisfactorily proven) to be the persons whose names are subscribed to the within instrument, and acknowledged that they executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. NOTARIAL SEAL / Cynthia L. Darr, Notary Public ~GL ~~ South Middleton Twp., bounty of C i 4b~a~nd _r My Commission Expires Aug. Public Duncan & Hartman, P.C. 1 Irvine Row Carlisle, PA 17013 RE: George W. Barnitz, Jr., Estate FEE AGREEMENT And now this ~, t day of January, 2002, George W. Bamitz, Jr., and Danielle J, Dersin, hereby agree that Danielle J. Dersin, shall serve as the Executrix of the Estate of George W. Barnitz, Jr., upon the following terms and conditions; A) Compensation for Executrix services shall be fixed at the sum of $20,000.00 for all matters related to settling the estate. B) Danielle J. Dersin, shall cooperate fully with Duncan & Hartman, P.C., and shall promptly notify all heirs to the Estate. C) A copy of the fee agreement shall be kept in the office of Duncan & Hartman, P.C. to be placed with the Last Will and Testamern of George W. Barnitz, Jr.. This agreement is intended hereby to be legally bound by all parties. ZU .. GEORGE W. BARNITZ, JR. DANIELLE J. D SIN STATE OF PENNSYLVANIA COUNTY OF CUMBERLAND On this the~~~y of January, 2002, before me, a Notary Public, the undersigned officer, personally appeared George W. Barnitz, Jr., and Danielle J. Dersin, (known to me or satisfactorily proven) to be the persons whose names are subscribed to the within instrument, and acknowledged that they executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and NOTARIAL SEAL o`1 Cynthia L Darr, Notary Publ $L~~r~SSSJ South Middleton Twp., County of Cumberl c My Commission Expires Aug. i 4, 2004 REV-485 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 SAFE DEPOSIT BOX INVENTORY Please Print or Type nn~ iST RF roMPLETED BY REPRESENTATIVE OF FINANCIAL INSTITUTION WHERE SAFE DEPOSIT BOX IS LOCATED AND RETURNED TO ABOVE ADDRESS COUNTY CODE FILE NUMBER SOCIAL SECURITY OR DEATH CERTIFICATE NUMBER 21 21-10-0098 204-03-8932 DECEDENT'S NAME (LAST, FIRST, MIDDLE) BARNITZ, GEORGE W., JR. DATE OF DEATH 01-26-2010 ADDRESS OF DECEDENT (STREET) (CITY) (STATE) (ZIP CODE) 801 N Hanover Street 1 NAME AND ADDRESS OF PERSON REQUESTING THE OPENING OF THE SA FE DEPOSIT BOX (NAME) William A. Duncan, Esq. (STREET NAME) (CITY) (STATE) (ZIP CODE) 1 Irvine Row Carlisle PA 17013 NAME, ADDRESS AND RELATIONSHIP (IF ANY) TO DECEDENT, OF PERSON(S) PRESENT AT THE BOX OPENING a. (NAME) Danielle J. Dersin (RELATIONSHIP) Executor (STREET NAME) 1103 Cross Creek Drive (CITY) Mechanicsburg (STATE) PA (ZIP CODE) 17050 b. (NAME) (RELATIONSHIP) (STREET NAME) (CITY) (STATE) (ZIP CODE) c. (NAME) (RELATIONSHIP) (STREET NAME) (CITY) (STATE) (ZIP CODE) NAME AND ADDRESS OF FINANCIAL INSTITUTION WHERE THE SAFE DEPOSIT BOX IS LOCATED (NAME) Citizen's Bank (STREET NAME) (CITY) (STATE) (ZIP CODE) 665 N. East Street Carlisle PA 17013 1 NAME OF PERSON MAKING LAST ENTRY DATE AND TIME OF LAST ENTRY DATE OF CONTRACT TO RENT BOX NUMBER OF BOX ~ TITLE UNDER WHICH BOX IS REQUESTED NAME AND ADDRESS OF PERSON(S) HAVING ACCESS TO BOX a. (NAME) b. (NAME) George W. Barnitz, Jr. (STREET ADDRESS) (STREET ADDRESS) 801 N. Hanover Street (CITY) (STATE) (ZIP CODE) (CITY) (STATE) (ZIP CODE) Carlisle PA 17013 NAME AND TITLE OF EMPLOYEE TAKING THE INVENTORY IQ,~t~ ~ 1 ~~ Gi r 9'1. WAS A WILL IN THE BOX? ^ YES ®CNO yes, a. Date of will: b. Name and address of personal representative, if named in the will (NAME) Danielle J. Dersin, Executor (STREET NAME) (CITY) (STATE) (ZIP CODE) 1103 Cross Creek Drive Mechanicsburg PA 17050 c. Name and address of attorney, N any (NAME) William A. Duncan, Esq. (STREET NAME) (CITY) (STATE) (ZIP CODE) 1 Irvine Row Carlisle PA 17013 SAFE DEPOSIT BOX INVENTORY Page 2 of 3 INSTRUCTIONS ~ (1) (2) (3) (4) (5) (8) (7) (8) Cash: Report total only. Stocks: List in detail every common or preferred certificate, warrant or other rights found in box. Stocks are to be designated by name of company, certificate number, date of certificate, name in which stock is registered, and number of shares and class of stock. Obligations of U.S. Government: Number of items, date of issue, face value, names in which registered and type of ownership, i.e., jointly held, payable on death, etc. Bonds: Designate by name, amount, serial number, or other designation. (Bearer Bonds) Bank and Savings and Loan Passbooks: State name of depositor, number of book, last date appearing in book, name of bank and branch, and balance. Jewelry, Coins, Stamps, Manuscripts, etc: List and describe as fully as possible. Deeds, Mortgages, Current Insurance Policies or other evidences of indebtedness: List and describe as fully as possible. All other contents. ITEM NO. ITEM DESCRIPTION NO ITEMS IN SAFE DEPOSIT BOX I CERTIFY UNDER PENALTY OF PERJURY THAT THE ABOVE RECORD IS CORRECT AND COMPLETE TO THE BEST OF MY KNOWLEDGE AND BELIEF. PERSON RECEIVING COPY OF SAFE DEPOSIT BOX INVENTORY: SIGNATURE ~ SIGNATURE PRINT NAME William A. Duncan Es . PRINT NAME AND CHECK APPROPRIATE BOX BELOW: PRINT TITLE ~~uthorized Attorney DATE 03-09-10 CHECK APPROPRIATE BOX: Executor(tnx) ~ Administrator(trix) Estate Representative ~ Joint owner of sale deposit box NOTE: Attach additional 8'/z" x 11" sheet(s) if necessary or use duplicates of this page of form. a -~ -~ ti ti ti -~ ti ti ti -~ ti ti ti N qW G .. .. .. .. .. .. .. .. .. .. .. w .. a M O~ ~ = N N N N N N N N N N N N N ,.~ pp a~ u u ~ ~ .~ ~ a~ a.+ a.+ u u a~ ~ i v~1 rl ri 'rl rl •r~ rl rl rl ~i vi rl rl Y r1 YD ~ G G G G G G G A G G G G (~ W .+ ~+ i-+ H H L+ 1-+ ~+ H ~+ H i-i Sa O C cD cti cd cd N ~0 ~0 R! 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C1 N 'i Z ~ Z ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ U ~ ~ M ~--~ O~ O~ 00 1~ ? ~ ~ ~ W ~ Cd v1 M O O O O O~ C~ C~ O~ O~ Q~ O~ O~ C~ Q~ O O O O O O ~ O O O N `V .-i .-~ r+ ~--~ ~--~ N N N m w \ \ \ \ \ \ \ \ \ \ \ \ N O ~ tq ~ 1 ~O O~ O Vi O~ 00 .-~ ~t ~f1 O O~ ~1 w ~ ~ Cs N r+ c+' .-i .-~ N N .-i .-~ r+ N .-+ W F Z Q m H W U W ~ ~~ ~ \ U1 \ .-~ \ ~ \ ~ \ .-a \ O~ \ .-a \ ~O \ t!1 \ N \ ~O \ ~O O W LL ~ O O O •-+ O O ~--~ O '-+ O O O O O OC W m 2 O O ~ O M M ~1 ~ n ~+'1 O~ M ~p O~ u~ 00 ra M ~t ~ ~t 1~ N u'1 O O V u. 00 ~/1 ~'1 00 ra M ~O 00 ~O ~O f~ M V1 M C1 ~ N O~ Vl O~ O O u'1 M 1~ O H n O O N N N N N .--~ .-~ M O ~t ~~ ~ ~ ~ d u u u u u u u i u u c H H H H H H H H H H z O U1 fA to to f11 U1 W W O ~ N Cl N d 41 01 N 6l Ol Cl rl rl ~rl «-I ~rl w-1 ~rl ~rl ti-I ~rl h a a a ~ '~ '~ N '~ ~ '~ ~ r v w a~ a~ d a~ a~ a~ v a~ ,a a a cn ~ ~n ~n ~n cn ~n v) cn cn w w ~-{ r~ r~ ~ H r-i r• H H H ~ ~ ~ ~ v a- a~ u u u u u u u u u u i G q G G G A G G G G G G G ~ 4 a~ a.~ ~+ cd cd cd cd «f c0 N cd cd cd ~+ ~+ ~+ G G G G G G c. q G G o cd ~ co ~ ,~ ~ ,~ ,~ ~ ~ ,i ~ ,~ u a w a w w w w w w w w w w ~ ~ ~ ch c7 ~ 0 0 0 0 0 0 0 0 0 0 ,-I rl ri ~.+ ~ ~+ +~ ~ +~ +~ ~ ~ ~+ a ~+ ~+ ~ w ~ ~ y ~ m m m m m a v d ~+ w -+ ~+ ~+ ~+ ~+ ~+ ~+ ~+ ~W o q g ~ g C O O O Q O O O O O O >~ ` 6 , z $ Z N ~ ~ W~Q ~ • • • u u u U u U u u u u a 75 q 1~ a.i ~-+ O O O O O O O O O O LLo ~ N a ~ 3-+ ~+ ~+ a~ ~~ ~+ a~ u +~ V a.+ O ~+ ! ~ V] a~ ~ Z O W Cl Cl d V] fn to Vi N ] C J u j O O O V O O O O O O p~ tly .~G .~G .5L ~u dy u u u G ~ q gg i ~ ~ ~ ~ q q gg Z a ~ u aG.+ u .+ a o O O ; O O O 0 O cn cn V U U C) V V U V U U = c) ?i O i W ~' O ~~ O N N t v1 j ~ O O N ~ N G ra N ~ ZG u C PNC INVESTMENTS Member FINRA and SIPC Mazch 5, 2010 Danielle J Dersin, Executrix 1103 Cross Creek Drive Mechanicsburg, PA 17050 RE: Estate of George W Barnitz Jr Date of Death Valuation Date of Death: January 26, 2010 SS# 204-03-8932 Dear Ms. Dersin: The date of death values for securities held by George W Barnitz Jr in his PNC Investment Account #1319-8314 aze as follows: 1206 shazes FPL Group Inc @ $48.69 per shaze 300 shazes General Electric Combls @ $16.25 per shaze 900 shazes Southern Company BLS @ $32.53 per shaze. Please feel free to contact me if I can be of further service. Sincerely, .--~ -7 (`~ ~. Chazles E Little, CFR, VP Financial Advisor CEL/djp The information contained herein has been obtained from sources we believe to be reliable but do not guarantee it to be accurate, correct, complete or timely, and sha!/not be responsible jor the results obtained jrom it's use PNC Investments LLC Member of The PNC Financial Services Group Two East Main Street Mechanicsburg Pennsylvania 17055 www.pnc.com I~ ,~r~ B,u~k 6iucu ~~ Importatklnvestorlnformation: Securities and brokerage services are provided by PNC Investments LLC, member FINRA and SIPC. Annuities and other insurance products are offered by PNC Insurance Services LLC, a licensed insurance agency. liigt.tiar~s - tlwcxLnarts Page 1 of 2 Nlrne Enter Keyword(s) SEARCH Blg~` ~ ~0 PROTE~ ~N r r,~r~a~ - ~.~ C-1 U 1 year. ~ N.w MaAc.td>Ma amv_ia.r» NaM ' araMr.; w,r.' rttiwrw...:. lI1.Irs1.. -NMSnidldsMw ~ W4~+•~':. ~xrr.r.raw ~-.-fhwWraelM1eilralr: APU Americas Partners l.P (NYSE) Delayed quote data 10/7/2010 2:01 PM hidegurl~ denied a tL~ Oy~Ile cltaM ~h rat X912 J Last. Change Open Hgh: Low. Volume 45.33 ~ -0.10 4aso 4aso 46.11 za~zs Percent Change Yield: PrE Ratio: 52 Week Range. -0.22% 6.22% 16.67 34.a6 to 46.42 News ~ Indus ~ Market Adyis~ra ~ fists ~ ~ Filings ~ Insiders ~ Annuai Regort ~ Profile • Create Alert ~ ^ Add tD Portfolio ~ ~ Read. 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T:16 Pk1 vyednestlaa OCOber 03. 2007 AMERICAS PARTNERS SEES FY EARNINGS =142 MLN EXCLUDING GNN awasrliklsk.oow 7:34 AM Monday May 21 2007 AmeriCzas Parfners_bu~_Shell Gas. (LPG~U$A for undisL. sum sr.va cols +IMislNrylshaos s:uAM AMERICAS PARTNERS PAYS UIdDISI PRICE FOR SHELL GAS (LPG) USA urd.rlirreaeo. g: r2 Akr AMERIGIS BUYS PROPAI~ Brz wr 20.000 CUSTOMERS ee.rwrwrAO. s:1z AM '~,'ednesday January 10 2007 ~'OD x '~ 3~ OD ~ 3~J .ZdD, v o Chuck Jaffe:. tJtilky stodca could show powerful flrowth,. newsletter editor sBYS arA.NiOMWrao. 7:49 PM O I'~ ~- /~~//J j ~/`O (/(/ / (/ ti/,(~ http://bigcharts.marketwatch.com/quickchart/quickchart.asp?symb=APU&sid=0&o symb... 10/7/2010 Ilse in the knob HigCharts - (2uickCharts Page 1 of 2 Moro Enter Keyword(s) 'SEARCH I~~~~~I~"~' ~f ~ ~M ~~~w ~~p~~s ~ ~ Ci~S ~~ •i0aa~ IrYiClat • rarrum vaAnurr -xvted NlYM~ ~__~,y •. - • FUr/CALL RA710 SIUgES "'~ _ _- • TNEOREfICM. PROFIT AND LOSS Saar w saa.r ar ar.r.«a ara~a.r ch[ll~c'<SCHWAB ~ ~ ORRF 1 year ~ New Markstdata Providar» 1['ewM Armes aNwr ! •rld11Ms- Mr#sa t/wa>r1w1ANw ~ MaMenM iAM~wiTias4r tiw~irwrlsiraM ORRF Onstown Financial Services Inc (NASDAQ CM) Delayed quote data IIiAe quote OMr1~s444PM q~ USNn 70!7!2010 200 PM cnan~ls ,!J Last: Change: Open. Hgh: Low. Volume 23.49 ®-0.01 23.74 23.74 23.27 2,683 Percent Change. Yield: P/E Ratio'. 52 Week Range -0.0496 3.63% 11.62 20.00 tD 38.38 ~ FoHow rkattwatch News ~ Indu ~ M~rl~et Advisers ~ Analysts) $E<~Filin~s) Insiders ~ Mnual Report ~ Profile ^ Creabs Alert) ^ Add to PtxCoiio ~ ^ Read Messay~ (f Teghnic~ Anal~s (f Hultrert Interactive _ - -- ORIr ~t ty aA _ _ - td/0~+1d' b >< >< 30 a9 ZD IAIYrIM ~ - daljC~ift>r,tiOd1.-. 11.3 ra~r ss to Fs ntr R ~ enuY tntscnm P~,prMarvan77~ SCO~ ' 'x' ~ W 1 o.e .wn Jul Rtq MP Del ° + ( „ 3stiK 8eosrsda: p TnOr. TnAS FrN br l0 Osys. TnAa Now M FgrRr Fna ~Y TAM. Fns 16aK Pngka Fsp t~lacWar E`TRAOE aaouAtlss. CNdt Han. Aodaur ~IVe__tln.hgyr9r tww~a~ vary day of trading Drop ~0~ I>~g Thy Te~hnictll Inr~i_Ea~Or, Headlines for Orrstown Financial Services Inc (NASDAQ CM ORRF) Lktlrs 266076 Penny Stock Galra7 Our ~ pick axpbdsd 2560911-100!6 ftss and axur~s rtewals0erl http b^nww PennySrocksEnpen-com Market Crash 10/30!20107 Technkatl Gldicators wppeat market oolNpas may begin by October 31st www. sleatthstocksonlinecnm Cancer Treatment Centero CTCA Is Rscagnized For Ths Bat in Carttxr Caro. tzpkxs Your Optional ,vww CancerCenter ccm New Car Pricing Buying a Nsw Car, SW or Hybrid? Dboourk Prkxs from local Daabral www WnyPeYS!iCker com ~3 ~ , oo ~~~~ ~ ~ ~ ~ Company Releases for Orrstown Financial Services Inc 'uesday. September 28 20?0 Douglas P._Barton Joina Orrstown_ Financiai.~ervices Inc, as $VP~C~hief Acxounting Officer- PR Nawswln 9:31 AM M^,nday September 27 2010 O.nstown Financial Sarv_cea Inc, Annourttxs Promotion of Bradby$, EveAy t4 Executiv_e Vice President http://bigcharts.marketwatch.com/quickchart/quickchart.asp?symb=ORRF&sid=0&o_sym... 10/7/2010 Q M~s~x 499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12 Duncan & Hartman, P.C. n^P T'"`~?11P ROW Carlisle, PA 17013 Re: Estate of: Geor>ie W Barnitz Jr Social Security: 204-03-8932 Date of Death: January 26 2010 Dear Sir or Madam: Phone (888)502-4349 Fax (302)934-2955 March 1, 2010 Per your inquiry, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: 1. Type of Account Checking Account Accoeuit Number 2672059975 Ownership (Names o~ George W Barnitz Jr. Opening Date 04/17/86 Balance on Date of Death $ 451319.66 Accnred Interest $ 21.65 Total _..........._ ....... ...... ........... .. .. $ 451341.31 2. Type of Account Savings Account Account Number 15004200020523 Ownership (Names o, fl Ceorge W Barnitz Jr. Opening Date 02/09/84 Balance on Date of Death $167154.53 Accrued btterest $ 53.59 Total _ . .. _ .. _ ..__.... $167208.12 Please be advised, there was no safe deposit box found for the above decedent. * If upon reviewing the information above, you believe there are additional accounts not referenced, please provide us with an account number and/or name of any possible joint account holder. For any additional information on the above accounts, including ownership and any changes, closures and/or reimbursement of funds, etc., please contact Our High Street Carlisle branch, l West High Street, Carlisle, PA 17013 Call #717-240.4536. Sincerely, N issa Sears Adjustment Services MEMBERS 1't FEDERAL CREDrr UNION SAVINGS ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner INVESTMENT SAVINGS ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Oate of Death Total Principal and Accrued Interest Name of Joint Owner CERTIFICATES OF DEPOSIT: 54455-00 06/09/1987 $41.75 $.oo $41.75 None 54455-05 10/14/1993 $7.64 $.oo $7.sa None Account Number/Suffuc 54455-03 54455-45 Date Account Established 09/18/2008' 03/07/2009'" Principal Balance at Date of Death $105,317.30 $102,543.71 Accrued interest to Date of Death $290.70 $214.92 Total Principal and Accrued Interest $105,808.00 $102,758.63 Name of Joint Owner None None 'Rollover from certificate 54455-41, originally established 08/19/2007. "'Rollover from certificate 54455-50, originally established 03/08/2006. CERTIFICATES OF DEPOSIT: Account Number/Suffer Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner 54455-46 04/08/2009 $100,000.00 $176.03 $100,176.03 None BERS 1sT FEDE L CRE T UNION ~~~ anielle A. Kline Lending insurance Support Specialist March 2, 2010 Estate of: GEORGE W. BARNITZ Date of Death: 01/26/2010 Social Security Number. 204-03-8932 5Ut)U f.ouise Dri~~e P.C). B~~x ~0 1lechanicsbur~, Penns~~l~-ania 1?O55 (Sl)0) 253-23?8 ~~~t~~-,Inelnberslst.~>rg ~+.. .. C8l l ~J ~ 111 1. b u l J/ G/ G U 1 V ~: i t t 0 Hl7 Y Hh G 1/ V V 1 0 0. .4 JCL V G L W.~H[l~'VIA Reference lD 296273G Wachovta Bank N.A. t3alance Confi nnation Services P U t3ox 10028 Roanoke, VA 240227313 March 2, 2010 DUNCAN & HARTMAN, P.C. ** SUBJECT: Verification / Conl`irmation of Account and Balance [nforrtlation prrnided for: Ctiustor>rer: GEORGE W BARNITZ JR (SSN# XXX-XX-8932) Date of Death: January 26, 201Q Deposit Account Information Aaa~ml AowuM I~tc of Death Average T)ntc hiahtril} lnl:~xt Acuued Y'i'D I~fc ~l')'pe Number Balance 13alarwe' l)penetl Date Rate [rteteal Irtcnsl Paid Clusxl CU:R"C[f[CA'1'1? l)I~ XXkXa7{~71JiX?{931i2 $105,040.OU Si2Gi2005 $1,267.21 $0.00 or:w>sr~• t.b;(fAL'I'['I'1.6: GIr:URUt, W I3ARNPl'LIR DANIl~;l11•: J 1)t?R51N PUA ` bate of death balance does not include acerucd interest. * [f date of death occurrs on a weekend or a laliday, date of death balance does not include any transactions that were made during that tithe period. A~.xirey 1'routt Scrviccntcr Assoc,atc Phone (540)Ni3 ?323 nt; at Y~,:. .. ~~,i~, ~~,;!,~Hivi riVC, r~iVK 411-1~iJ-1i4r ~~ 1r1+JIDi~1G TMJm RfAY March 5, 2010 William A Duncan, Esq. Duncan & I taa~tmarz P.C. One Irvine Row Carlisle, PA 17013 RE: George V4 Barnitz SSN: 204-03-8932 DOD: 0 i -26-2010 Dear iVir. Duncan: '1~_~, 1'u' ~ 4 F. 1 In response to your request for Date of Death (DOD) balances for the customer noted above, our records show the following: Savutgs A,ccou~nt Account # 5004087572 Established. 06-18-2003 GEORGE VV BARNITZ JR DOD balance: $ 190,997.73 -~- 42.99 acczved interest Interest paid O 1-01-2010 thru 01-26-2010 $ 117.18 YTD Please note that this aflice provides date of death balances for deposit accounts (IItA.s, CDs, Checking and Savings). We do not process any fiosncial transactioa~s or provide statements. If you need assistance with any of ~ese items, please call 1-888-PNC-Br1NK (1-888-762-2265) or stop by your local PNC Batdc branch off ce. Sincerely, National Financial Services Center PNC. Bank, N.A. yiember FDIC Page 1 of 1 Citizens Bank Account Number 6250435531 Account Title GEORGE BARNTIZ JR Date O ened 2/20/2007 Account T e Time De osits Princi al Balance as of DOD $111292.45 Interest from Last Postin to DOD $26.46 Account Balance as of DOD $111318.91 YTD Interest to DOD $117.09 Answers .Ideas .Access First National Sank of Chester County August 27, 2010 Duncan & Hartman, P.C. Attorneys at Law One Irvine Row Carlisle, PA 17013 RE: Estate of George W Barnitz Jr. Date of Death: 01/26/2010 SSN: 204-03-8932 Dear Mr. Duncan: 9 N. High Street P.O. Box 523 West Chester, PA 19381 P 484.881.4000 w lnbank.com Per your request, I submit information concerning the accounts of the above-referenced decedent held at the bank at the time of his death. Account Title Balance @ Accrued Total @ Date Date of Death Interest @ of Death Date of Death CD #290005426 George W Barnitz $104,454.01 $327.25 $104,781.26 Issued Jr. 8/22/2008 Redeemed 6/8/2010 This was the only account held by the decedent at the time of his death. If you have any further questions or require any additional information, please do not hesitate to call me at (484)881-4261. Sincerely, G.~ Mary Gao Customer Service Operations First National Bank of Chester County A Subsidiary of First Chester County Corporation I~SAA Fcder.rl SavinKs Bank It1750 McDerrnoil Freeway San Antonio, Texas i $23$-05.1-1 USAA® EST OF GEORGE W BARNITZ JR C,~O DUNCAN & MARTMAN P.C. WILLIAM A DUNCAN, ESQiJIRF. ONE IRVINE ROW CARLISLE, PA 17013 Reference: Estate of George Barnitz Dear Sir or Madam, March 4, 2010 As you requested, we're providing the balance of Mr. Barnitz's account on the date of his death. Account Type Account Ending in Interest Accrued Balance Certificate of Deposit 7383 $67.32 $175,067.32 If you have questions, please call a member service representative at 1-800-531-USAA (8722). Thank you, USAA Federal Savings Bank D.'N-03790 BKDA'1'F:UN:A'I'N 66072~OAOM~ ~~ l[ND4q ~N~A~ ORxs~rowivBarrx A Tradi#on of Excellence 77 East King Street Shippensburg, PA 17257 September 9, 2010 Y Duncan & Hartman, P.C. Attorneys at Law One Irvine Row Carlisle, PA 17013 Attention: William A Duncan, Esquire Shirley Wescott Orrstown Bank PO Box 250 Shippensburg, Pa 17257 Phone 717.530.2515 Re: Estate of: George W Barnitz, Jr. Date of Death: O 1 /26/2010 IT IS HEREBY CERTIFIED THAT THE ABOVE NAMED DECEDENT, ON THE ABOVE DATE, HAD THE FOLLOWING ACCOUNTS WTfH ORRSTOWN BANK: CERTIFICATE OF DEPOSIT Account # Title of Account Date opened Principal Accrued Interest DOD Bal 4000024938 George W Barnitz Jr. 8/22/08 99,999.99 697.53 $100,697.52 Best re ards, Shirley Wescott Receptionist George W. earnitz Jr. C/o Danielle Dersin 1103 Cross Creek Dr Mechanicsburg, PA 17050-8337 Page > 1 of 1 ;, , " Vanguazd~ ~_ Voyager Services: 800-284-7245 Total report value: 6193,244.24 (Total report value includes any accrued dividends.) .. • ~~C~~~~~ ~~,. 1 t~l a l~.dyj 1~~.: tt,,ii ~~iM ~'~+"3 ~a F~. ';v,•~ ~'~~~. 'a~; ,.>:.,~5 ~ „tT`~~ `" r~'4t'D ~~.I '°a'Y.76a~a~5 ~a,....,. ~~.~:...5`:za., s';.`i!° ..s.. .:a +~4:u..:-.. a'~, i~„A :we,L eFr , ,. aa.,,c~.... ..t .,.:c~Lr:: ;, r Name PA Tax-Exempt Money Mkt Long-Term Tax-Exempt Irn Tax-Managd Cap Apprec Inv Wellington Fund Inv Fund & Account Date Number Opened 0063-09866668810 07/10/1990 0043-09782156422 03/01/1983 0102-00974211161 08/31/1994 0021-00974211161 04/09/1975 Dcesn't include accrued dividends. Price Per Accrued Shares Share I Value" Dividends 60,000.000 $1.00 ; $60,000.00 $3.12 1,760.970 $11.OOI $19,370.67 $60.38 1,563.165 $26.68 $41,705.24 - 2,518.506 $28.63 $72,104.83 - Totals 5193,180.74 663.50 1922363879 03/09/2010 14:57:28