The URL can be used to link to this page

Home My WebLink About12-06-10 (2)J 15056],01,40 __. ' REV-1500 EX (°'_'°' OFFICIAL USE ONLY PA Department of Revenue Bureau of Individual Taxes County Code Year File Number PO BOX 280601 INHERITANCE TAX RETURN 2 1 1 0 0 1, 0 0 9 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 1 8 9 1 8 7 4 7 4 0 9 1 6 2 0 1, 0 0 8 2 3 1 9 2 3 Decedent's Last Name Suffix Decedent's First Name MI M Y E R S B E A T R I C E E (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number FILL IN APPROPRIATE OVALS BELOW 1. Original Return ~ 2. Supplemental Return ~ 3. Remainder Return (date of death 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) Q 6. Decedent Died Testate ~ 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (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 1-1-95) (Attach Sch. C-} CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Da Mme Tele hone Number "'`'" Yt~ p ~-;:~ R O G E R B I R W I N E S Q U I R E 7 1 7 2 ~t ~ <~ 2~ 3~ 7 `_ i~ _ -; , - ~; THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS First line of address 6 0 W E S T P O M F R E T S T R E E T Second line of address City or Post Office C A R L I S L E State P A DATE: FILED ZIP Code ~ 1 ? 0 1 3 Correspondent's a-mail address: .:. . z_ _> ..., { . .::., . _ + -T"~ 4 ^, 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 preparer has any knowledge. SIGNATURE OF PER RES ONSIBLE FOR FILING RETURN DATE '` / ?,~3~i c~ ADDRES 500 SANDBANK ROAD MT. HOLLY SPRINGS PA 1,7065 SIGNATURE O~ P EPARER OTHER T N REPRESENTATIVE DATE . ADDRESS 60 WEST P' RET STREET CARLISLE PA 1701,3 PLEASE USE ORIGINAL FORM ONLY Side 1 1,505610140 150561,01,Li0 t,~ .~ J 1505610240 REV-1500 EX Decedent's Social Security Num ber Decedent's Name: BEATRICE E- M Y E R S 1 8 9 1 8 7 4 7 4 RECAPITULATION 1. Real Estate (Schedule A) ........................................... 1. 2. Stocks and Bonds (Schedule B) ...................................... 2. 3 8 0 8 2 . 9 7 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. • 4. Mortgages and Notes Receivable (Schedule D) .......................... 4. • 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)....... 5. 9 0 9 2 . 0 0 6. Jointl Owned Pro ert Schedule F y p y ( ) Separate Billing Requested ....... 6. 9 4 8 2 1. 1 5 7. Inter-Vivos Transfers & Miscellaneous Nan-Probate Property (Schedule G) U S t Billi R t d epara e ng eques ....... e 7. 8. Total Gross Assets (total Lines 1 through 7) ........................... 8. 1 4 1 9 9 6 . 1 2 9. Funeral Expenses and Administrative Costs (Schedule H) .................. 9• 7 6 2 3 . 0 4 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ............. 10. 5 6 . 9 1 11. Total Deductions (total Lines 9 and 10) ............................... 11. 7 6 7 9 . 9 5 12. Net Value of Estate (Line 8 minus Line 11) ............................ 12. 1 3 4 3 1 6 . 1 7 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ...................... 13. 7 4 6 2 0 . 1 0 14. Net Value Subject to Tax (Line 12 minus Line 13) ...................... 14. 5 9 6 9 6 . 0 7 TAX CALCULATION -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 .0 0 . 0 0 15. 16. Amount of Line 14 taxable at lineal rate X .045 5 9 6 9 6. 0 7 16. 17. Amount of Line 14 taxable at sibling rate X .12 0 0 0 17. 18. Amount of Line 14 taxable at collateral rate X .15 0. 0 0 1 g, 19. TAX DUE ............ ................................. ... ...... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 0. 0 0 2 6 5 6. 3 2 0. 0 0 0. 0 0 2 6 8 6. 3 2 Side 2 4 150561,0240 1,50561,0240 REV-1500 EX Page 3 Decedent's Complete Address: File Number 21 10 01009 DECEDENT'S NAME BEATRICE E. MYERS STREET ADDRESS 442 WALNUT BOTTOM ROAD CITY CARLISLE STATE PA ZIP 17013 Tax Payments and Credits: ~ • Tax Due (Page 2, Line 19) 2. CreditslPayments A. Prior Payments B. Discount 3. Interest 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. (1) 2,686.32 Total Credits (A + B) (2) 132.67 (3} (4} 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 2,553.65 Make check payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred : ...................................................................... b. retain the right to designate who shall use the property transferred or its income; ............................... ^ 0 c. retain a reversionary interest; or ................................................................................................ ^ 0 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? ....................................................................................... ^ 0 3. Did decedent own an "intrust for" orpayable-upon-death bank account or security at his or her death? ......... ^ Q 4. Did decedent own an individual retirement account, annuity or other non-probate property, which contains a beneficiary designation? .................................................................................................. ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS lS 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 Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse 3 percent [72 P.S. §9116 (a) (1.1) (i)]. For dates of death an 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 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 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 child is 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 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 12 percent [72 P.S. §9116(a)('1.3)]. Asibling is defined, undE Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. 132.67 REV-1503 EX + (6-98) SCHEDULE B COMMNHERI A CE TAX RETURN AN1A STOCKS & BONDS RESIDENT DECEDENT ESTATE OF FILE NUMBER BEATRICE E. MYERS 21 10 01009 Ali property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 32 SHARES OF PRUDENTIAL FINANCIAL, INC. STOCK 1,735.04 32 SHARES X $54.22 PER SHARE _ $1,735.04 2. CITIZENS INVESTMENT SERVICES -ACCOUNT NUMBER: L7C-048232 27,370.40 3. ORRSTOWN FINANCIAL ADVISORS -ACCOUNT #1468 8,977.53 DATE OF DEATH VALUATION ATTACHED TOTAL (Also enter on line 2, Recapitulation) ~ ;~ 38, 082.97 (If more space is needed, insert additional sheets of the same size) REV-1508 EX + (6-98) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. 'N REST DEBT DECEDE 7RN PERSONAL PROPERTY ESTATE OF FILE NUMBER BEATRICE E. MYERS 21 10 01009 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. ORRSTOWN FINANCIAL SERVICES, INC. 9,092.00 CERTIFICATE OF DEPOSIT #4000039196 TOTAL (Also enter on line 5, Recapitulation) ($ 9 092. (If more space is needed, insert additional sheets of the same size) REV-1509 EX+ (01-10) • pennsylvania SCHEDULE F DEPARTMENT OF REVENUE ,JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: R1=ATRICF E_ MYERS __ 21 10 01009 If an asset was made jointly owned within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME(S) ADDRESS RELATIONSHIP TO DECEDENT A. GEORGE H. DAVIDSON 500 SAND BANK ROAD SON MT. HOLLY SPRINGS, PA 17065 e. c JOINTLY-OWNED PROPERTY: ITEM NUMBER LETTER FOR JOINT TENANT DATE MADE JOINT DESCRIPTION OF PROPERTY INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECEDENT'S IPTEREST DATE OF DEATH VALUE OF DECEDENT'S INTEREST 1. A. CITIZENS BANK 33,029.45 50. 16,514.73 CHECKING ACCOUNT #6100793176 2. A. CITIZENS BANK 10,887.75 50. 5,443.88 CHECKING ACCOUNT #6212620222 3. A. CITIZENS BANK 133,255.53 50. 66,627.77 CERTIFICATE OF DEPOSIT #6250393197 4. A. 03/2007 ORRSTOWN BANK 12,469.54 50. 6,234.77 CERTIFICATE OF DEPOSIT #4000015571 TOTAL (Also enter on Line 6, Recapitulation) I $ 84,821.15 If more space is needed, use additional sheets of paper of the same size. REV-1511 EX+ (10-09) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER BEATRICE E. MYERS 21 10 01009 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. PARKLAWNS MEMORIAL GARDENS 235.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City State ZIP Year(s) Commission Paid: 2, Attorney Fees: IRWIN & McKNIGHT, P.C. 6,500.00 3, Family Exemption: (If decedents address is not the same as claimants, attach explanation.} Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4. Probate Fees: REGISTER OF WILLS 245.50 5 Accountant Fees: 6. Tax Return PreparerFees: PATRICIA A. ROSENDALE, CPA 350.00 7. REGISTER OF WILLS -FILING FEE 30.00 8. CUMBERLAND LAW JOURNAL -ESTATE NOTICE 75.00 9. THE SENTINEL -ESTATE NOTICE 187.54 TOTAL (Also enter on Line 9, Recapitulation) f $ 7,623.04 If more space is needed, use additional sheets of paper of the same size. REV-1512 EX+ (12-08) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER BEATRICE E. MYERS 21 10 01009 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. MILLENNIUM PHCY SYS -MEDICAL 56.91 TOTAL (Also enter on Line 10, Recapitulation) I $ 56.91 If more space is needed, insert additional sheets of the same size. REV-1513 EX+ (01-10) pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF: FILE NUMBER: BEATRIC E E. MYERS 21 10 01009 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).] 1. GEORGE H. DAVIDSON Lineal 44,772.06 500 SAND BANK ROAD 1.'3 REMAINDER MT. HOLLY SPRINGS, PA 17065 2. JOHN W. DAVIDSON Lineal 14,924.01 6 DYKEMAN ROAD SHIPPENSBURG, PA 17257 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER S HEET, AS APPROPRIATE. II. NON-TAXABLE DISTRIBUTIONS: 1. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAXIS NOT TAKEN: B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. LEESBURG UNITED METHODIST CHURCH 14,924.02 12 STROHM ROAD SHIPPENSBURG, PA 17257 2. ZION UNITED CHURCH OF CHRIST 14,924.02 1818 MOUNTAIN ROAD NEWBURG, PA 17240 3. AMERICAN RED CROSS 22,386.03 79 E. POMFRET STREET CARLISLE, PA 17013 TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ 74,620.10 It more space Is neeaea, use aaaltional sneers of paper of the same size. ~;iSharc~l.~l~~~rt?dC)c~cs~l-Nord Proce~~sin;;\taic~nts\h1vt~rs, ~e~~~tric:e;Ob-~O-q?(i;1~~1;'l'ill-h1YE, k3E__ Revi~t~ ~'~'illl 117.dc.~c ** LAST WILL AND TESTAMENT ** I, BEATRICE E MYERS, of South Newton Township, Cumberland County, Pennsylvania, revoke my prior wi I Is and declare this to be my Last Wi I I: FIRST: PAYMENT OF EXPENSES - I direct that the expense of my last illness and funeral be paid from my estate as soon as may conveniently be done. SECOND: BEQUEST - I give, devise and bequeath certain items of personal property as set forth on a memorandum duly signed by me and attached hereto to the individuals named therein. THIRD: BEQUEST - I have previously registered certain bank accounts and certificates of deposit jointly with my son, GEORGE H DAVIDSON. The intent of this form of registration was not to create a gift, but for convenience. With respect to these items, I give and bequeath the proceeds as follows: - One-third to my son, GEORGE H DAVIDSON - One-third to be divided equally between the following: ^ One-third to my grandson, JOHN W DAVIDSON; ^ One-third to the LEESBURG UNITED METHODIST CHURCH; ^ One-third to the ZION UNITED CHURCH OF CHRIST, NEWBURG. - One-third divided among the following persons or organizations according to the following: ^ South Newton Volunteer Fire Company, one share; ^ American Red Cross, Cumberland County, one share;; The above gifts are made per capita and not per stirpes. FOURTH: RESIDUE OF ESTATE - I give, devise and bequeath all the rest, residue and remainder of my according to the same formula as set forth in the Third paragraph of this, my Last Wi I I and Testament. 1 `~;15harc~lSl~arc~df:)ocs~l~Vc~rd Prc~ccrstiint;\Caic•~nts~tily~t~rs, fic~atric:rtO6-•~0-(??ti7i-1a`ill-h1Yf:, BF Rtwic~ ~1:i111 117.dnr. FIFTH: PROTECTIVE PROVISION - To the greatest extent permitted by law, before actual payment to a beneficiary, no interest in income or principal shall be (i) assignable to a beneficiary or (ii) available to anyone having a claim against a beneficiary. SIXTH: DEATH TAXES -All federal, estate and other death taxes payable on the property forming my gross estate, whether or not it passes under this will, shall be paid out of the principal of my probate estate just as if they were my debts, and none of those taxes shall be charged against any beneficiary. This provision shall not apply to any property over which I have a general power of appointment of federal estate tax purposes. SEVENTH: MANAGEMENT PROVISIONS - I authorize my Executor, as follows: A. Retain/Invest: To retain and to invest in all forms of real estate and personal property, including common trust funds, mutual funds and money market deposit accounts and certificates of deposit, regardless of any limitations imposed b~y law on investments by executors or any principle of law concerning investment diversification; B. Compromise: To compromise claims and to abandon any property which, in my Executor'sopinion, is of little or no value; C. Borrow: To borrow from and to sell property to others, and to pledge property as security for repayment of any funds borrowed; D. Sell/Lease: To sell at public or private sale, to exchange or to lease for a.ny period of time, any real or personal property and to give options for sales of leases; E. Capital Changes: To join in any merger, reorganization, voting-trust plan or other concerted action of security holders, and to delegate discretionary duties with respect thereto; F. Distribute: To distribute in kind and to allocate specific assets among thE~ beneficiaries (including any custodian hereunder) in such proportions as my Trustee may think best, so long as the total market value of any beneficiary's share i~5 not affected by such allocation. These authorities shall extend to all property at any time held by my Executor or my Trustee and shall continue in full force until the actual distribution of all such property. All powers, authorities and discretion granted by this Will shall be in addition to those granted by law and shall be exercisable without court authorization. EIGHTH: EXECUTOR - I appoint my son, GEORGE H DAVIDSON, Executor of my Will. In the event of the death, resignation, renunciation or inability of GEORGE H DAVIDiON to act as Executor, I appoint my grandson, JOHN W DAVIDSON, Executor of this, my Will. Neither my Executor, nor any successor shall be required to give bond. 2 ' S:\Sf~arcx~.Share~d[.)oc~s't1~Vr.~rcl I'roccrsii~;;\CaientsihlyE~r~, (3tAattita~;q6~~~O-q?(i;\-lb`ill-~ti1YE, t3E_.. Rtwise ~'4'illl 117,c1c~c ~ F ~ IN WITNESS WHEREOF, I have hereunto set my hand and seal this 2~`' day of a~~v~+•-~~- 2006. ~ ~E) BEATRICE E MYERS, Testatr' In our presence, the above-named Testatrix signed this and declared it to be her will, and now, at hey request and in her presence and in the presence of each other, we sign as witnesses: 3 ~:15f7arelSharcad[:)ocs';1~Vurd Proc:c-~~sin~;lCaic~rits\h1yt~rs, Cc~<~tric:r:,;(16-~O-C)2!i; ~-Will-h1YE, E3E,.. Revi~f~ ~1'ill1 11 i.rlc~c~ a . STATE OF PENNSYLVANIA COUNTY OF FRAN KLI N SS I, BEATRICE E MYERS, having been duly qualified according to law, acknowlecge that I signed the foregoing instrument as my Will, and that I signed it as my free and voluntary act for the purposes therein expressed. r BEATRICE E MYERS, T statrix We, BEATRICE E MYERS, the Testatrix in and the undersigned witnesses to the Will, the attached or foregoing instrument, who have signed the instrument, having been qualified according to law do depose and say: (a) that I, the Testatrix, do hereby acknowledge that I signed the instrument as my Will, that I signed it willingly and as my free and voluntary act for the purposes therein expressed; and (b) that we, the witnesses, were present and saw the Testatrix sign and execute the instrument as her Will, that he signed it willingly and executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as witnesses and that to the best of our knowledge, the Testatrix was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence. Witness Subscribed, sworn to or affirmed, and acknowledged before me by the above-named Testatrix and by the witnesses whose names appear on this z~` day of ~.r,~.Nsc~., 2006. ~'~-'~ Notary Public COMMONWEALTH OF P SYLYANiA Notarial Seal Forest N. Myers, Notary.Public Shippensburg Boro, FrankUn County My Commission Expires Dec. 19, 2009 4 **MEMORANDUM** ', ~\~ ~L L~~' n ~!' ~ )~ I give, devise and bequeath the following items: 1. My dry sink made by my son, GEORGE H DAVIDSON to my son, GEORGE. 2. My sewing machine to CINDY WEAVER. 3. My riding mower and little white mower to MICHAEL MARTIN. 4. The Red Cross speaker phone and bell to be returned to THE RED CROSS. 5. All articles of clothing to my son, GEORGE H DAVIDSON and his wife, to be sent to the Philippines or other charitable organization. 6. My coffee table made by my son, GEORGE H DAVIDSON to GEORGE. Dated : ~~•-- 21 ZoaG „~ `~~~ ~~. sr% B ATRICE E MYERS, Testa rix r t1v n1JLVllI:[t~ rfI`.;a,J rruuen~ral rrnancrai me Yruaen ~tocK - Yanoo! rinance Yage 1 or ~ Hi, Karen Sign Out ' Hei~~ Preview Mail wl Taoibar Yahao! Mail ~~,~'~~~ ~ ~ N ~ l~ ~ ~ Search Web Search Dow ~ 1.72% Nasdaq 1` 1,99% HOME INVESTING NEWS & OPINION PERSONAL FINANCE fUIY PORTFOLIOS TECH TICKER r ~ GET QUOTES France Search Prudential Financial, Inc. (PRU) ~:,, ~f~ ~..F.s ,.., ' C?t~6t.tl~iE ~; '#'ttADtiS VL'ed. ~`ec 1, 201 U, 11:30h1A cST - U.S P:lrkels close in 4 lus 30 mir:~ At 11:94AM EST: Jr~.7O ~ 1.02 {2.01°/0) AAEr~t AFt J-CCQUP#T ~•mm~E41RRDE 5EtJliRlit[S t.LC Historical Prices Get Historical Prices for: i GO Set Date Range AdChoices iP;Daily ..~~"f1s ~"~ Start gate:' Sep 16 2010 Eg. Jan 1, 2010 ~_j~(eekly ww11 1ra ti; ~; Monthly f~l ~T ~ ~ ~~~+~! End Date: Sep 16 2010 _;+ Dividends Only ~ Get Prices L 'I Prices First (Previous ~ Next ~ Last Date Open High Low Close Volume , jf t Close Sep 16, 2010 55.23 55.52 54.73 55.39 1,942,000 54.22 ~~~ ~:~,', ' Close price adjusted for dividends and splits. ~° Infamous hedge fund First ~ Previous ~ Next ~ Last mar~agerJohn Self has shocked critics by revealing a~ ?Download to Spreadsheet his okzseiy guarded trading strategy. Currency in USD. The controversial fund manager made headlines last year after his fund returned 21836 to investors. For an unknown reason Jahn has decided #o reveal all for free at his new flog. John claims his strategy is so simple his 14 year old son used it to make $13,000 Click Here for More BRGtJGPiS FO YG#i ~'! .iFQCJC 6fAriliET A,fAGIC, La1C. Copyright r+ 2010 Yahoo! Inc. Aff rights reserved. Privacy Policy - About Our Ads -Terms of Service - CopyrighUlP Policy -Send Feedback • YahOOI NeWS NetWOrk Quotes are real-time for NASDAQ: NY&~, and Amex.See also delay times for other exchanges. A.I information provided "as is" for informawnal purposes onty, not intended for trading purposes e'' advice. Neither Yahoo! nor any of independent providers Is liable for any informational errors, incompleteness, or delays, or for any actions taken in reliance cn infom~ation contained herein ~y accessinc the Yahoo! sits, you agree not la redisvibut~ the information found therein. Real-Time continuous streaming quots are available through cur premium service. You r.7ay turn streaming cuctes un or qff E'undamentai company data provided Cy Capital IQ. Histarirai chart data and daily updates provided by Commodity Systems, Inc. (CSI). Irrierr.atlrr.al historical chart data. daily updates. tuns s:rn?rnary, fund performance; dividend data and Morningstar Index data provided by Morningstar, Inc. http:!/finance.yahoo. com/q/hp?s=PRU&a=08&b=16&c=2010&d=08&e=16&2010&g=cl 12/ 1 /2010 Prudential ~omputershare ~" i= 006356 _° Il~lllll~l~lllll~rllllllllrlrlllllllrlllllll~ll~lllllllllllrlllrl _- GEORGE H DAVIDSON EX EST BEATRICE E MYERS C/0 IRWIN & MCKNIGHT PC 60 WEST POMFRET ST CARLISLE PA 17013 _. - :~<< 3 : ~- Company ID PRU SSN/TIN Certified Yes Prudential Financial:, Inc. -Direct .Registration (DRSj Advice Transaction(sj Date Transaction Description I Total ShareslUnits 28 Oct 2010 Non-Routine Transfer 32.000000 Account Information: Date: 28 Oct 2010 (Excludes transactions pending settlement) CUSIP I Class Description 744320102 Common Stock Certificate Current Total Balance Direct Shares! Price Value ($) CUSIP' Class Held by You Registration Units Per Share Description Balance 0.00 32.000000 32.000000 53.030000 1,696.96 744320102 Common Stock IMPORTANT INFORMATION RETAIN FOR YOUR RECORDS This advice is your record of the share transaction affecting your account on the books of the Company as part of the Direct Registration System. It is neither a negotiat~le instrument nor a security, and delivery of this advice does not of itself confer any rights on the recipient It should be kept with your important documents as a record of your ownership of these shares. No action on your part is required, unless you wish to deposit your existing certificates, sell or request a certificate, or transfer your book-entry shares. Upon request, the Company will furnish to any shareholder, without charge, a full statement of the designations, rights (including rights under any Compan~s Rights Agn'emertt, if any), preferences and limitations of the shares of each class and series authorized to be issued, and the authority of the Board of Directors to divide the shares into series and to determine and change rights, preferences and limitations of any class or series. Assets are not deposits of Computershare and are not insured by the Federal Deposit Insurance Corporation, the Securities Investor Protection Corporation, or any other federal or state agency. 4 0 U D R PRU -~- Computershare Trust Company, N.A. PO Box 43033 Providence, RI 02940-3033 Within USA, US territories ~ Canada 800 305 9404 Outside USA, US territories B Canada 732 512 3782 vvvvw.computershare.com/investor Prudential Financial, Inc. is organized under the laws of the State of NJ. Holder Account Number 00031407435 OOHSAB-PRU Please see important PRIVACY NOTICE on reverse side of statement OOlCS0003.D.MIX_3 07 3 /0063 5 6/0 1 0234 8 0 ~~~ zE~i ~ ~~ . &z~~G~ ° &. ~ m ~ ., ' °°' ~,~6 o o .~ 95 ~ ~ ~Ap 6 Cr ~ ~ ~ Oj . N R F ~ r f ~~%{, ~~,~ zz :;: a~ V• 0 a fin.. :,~!:. ~~ ~ ~ h ~~,' y .: .:a..: ~:: r~ `, N ~ ~ ~wyy .: W W ;.';~ .;.:. `.,~ ;. tin ~ °~ ~~ °J° v D Q 0 c~ 3 ~, ~~ a ~ ~ $ o g ~~~ a ~ a' ~ o .. ~ N ~~ ~ ~. ~ ~ i ~ ~ i':~i~i ~. ~ ~ oo 0~ 00 ~~ ~. O w 0 ~:...~.: ~ ~:~~.: y i o EA ~ O ~~ NH ~ is,:.,.~...:::: ~ 9 ~ cD~';': ~ "Oid O~ ~O :Oo ~N ~o _~~ H c rn svic~w -loam 7~Ono x°O-~i SONO~ Cn or~m;_°, ' ~~~~ •'• Z O n r ~d~m n N hn~„ N ~~mm ~ o 702173 ~~a~ N o ~ G) ~ H ~ 0 ~ ~ ~ cn v c~ cn ~ ~-- n z ~ n a, r~ ~ ~ ~ ~ o~ ~ C voi ~' ~ n cam: r ~~ ~ ~ ~ r ' ~ xo ~ D ~ ~ ~z~ ~ ~ o c ~ ~ ~ ~~ Z ~ ~ 3 ~-- Q ,,._, r ~ V " cn ( ~ O W N z~ o~ ° ~~ O O ~ C ~ ~ °o f"~' • ~ Y N ~~ ~ N °n O ~ r. f. z 3 O Z ~• .~ ~D 3 ~, S~ --~ N ~ O O p~ 0 .o ~~~ A n ~ ' ~. .J r N~I~~.:Ii l-~ ~ a r~ C ~O h -~ i ~' z ~ h lL• i ~~~ S~ ~ `~ ~ p. t ;.~o~iC d~~ ~p.~'~ C > ~' S -- p ~• ~ ~~ cn a a ~+ a '* O A ~d~ ~°' ~~y u o0 ~S'~ ~ a ~° ~, H 0 OZtC pp, ~y ~ C ~e nr ~ ~• Q ~ .. ~ s .°„ a B O ~ DTI V O ~ ;;~; ';, .. N H ~ ~~. ~~~ ~ O ~ a;~,,,, ia~ ~~t:~~ w ~ ~ ~a O ,~'' ~;~;j; '~~~ '~~; ;~,~i '' „ , . ',,1~''„ °f' '~'~' V V .•. ~ 1~ ~ y rn rn rn ~ rn i ~~ ~~~~+~~ ~ v w ~ . i ~ _. ...- j ~ O O O 1 O1 (!1 ~Tl N1 (II I W W W W W O ..~...~..,. O O O N N N .-. ~ ~~~~~~~~ 1 D ~ ~ ~ ~ : '~t ; ; TI ( 1 U l J /( j 71 C ; ; ' fiW W GJ ~ (n ~ ~ CT1 j (Jt ~O O O N N 1 V ~i V ~ V ._...... tD c4 tD y~c a~ 3n _'• fD f.~. r+ .• 3N rD ~~ ~~ ~• 3 g~~ N ~ ~ ~ w ~ 00 No 3 cc o rn ~ ~~ o ~ ZZ N v ~~ ~~ ~~ • -~l H H ~ ° ~ ° -r1 •a v A ~+ < rn to O m d r r~~ m M o 3 ~ v ~ 3 m O -- Z c ~o o m m m v ~ ~ ~ ~ ~~ D~ o ' 7 ~ O o or B O O 3 ~ ~~ s o a ~. ~,? w a m "". ~ O w .+ N (" ' ~ ~• - to o .Y ~ C') ~ • d W G) ~ ~ -~ ~~ Z . 7 a ~ 3 N d Z 3 y or 7 A ~ ~ A ~ C a m m m o a d 7 ~ _ ~ N •~ a I ~ .•. .•: .~ ~~~.,. O ~ ~ ''~ ~ ~ 7 H -~ Z ? . 1/~ v m N A~ ~ d - _ ~ N~ O A ~ D ,. „ c~ A~ 3 ~:~':~:::~, ~~ ~~ ~ y o D ~ ~~ vim = o ~_,~_:~_ ~ d ~~ ~ :~::: w ~~ a O ~ C j (n W 3 ~ ~ ~ m '~ '" O O ~ O ~ n ~ ~n ~ ~• -- a : ~ r"' F•~ ~ m 2dD d~~y w v 3 d 3~~'a m ~Sa.Z~N ~ ~ 0 p m a. 3 d H '.1 O ~. A ,,;~ ~ Vl ~ 3~ ,~ 7. C 1 s_ o~ N N 7~ d O p ~o N ~ vZiWZ m ~ ~ . x,333 °i~m =o'~°o~~n ~3m~o'" ° . c N N y e ~ 3 O in N d x. ~ 7 ~ ~ AD`S m ~? ~ '" M m 3 ~ c c ~, ~'~ x ~ ~ N ~ ~ ' m o 7 ~ o n ~ .. ~ C ~ O Z Z Z ~' X 0 > > ~ N N ~: A S N O. ~ 7 ~ C 2 X fD v ~ d ~ ~ -n ~ ~ A ~ ? '" ~ C p. p~ ~ o~ d u+ ~ ~. N O m Z -~, ~ ~ ~ ° ~ u+ n c° ~'^ ~ o a ~ 3 7 (p O. ~ ,~ ~. ~ ~ ..., 7 d 7• ~ o ~ ~ ~ c _ Z ~ ~ ~ ~ O C ~ ~ ~ o .~d ~ a ~ ~ rt N tOSi W 7 ~ O ~ .N.. N N E m-. _ a3 Z N ~, N -. x' ~ ~ Z~ 1n N ? a Acv m~ W N ~ m O O ^! 0 '~ N 7 o. ~ A O O ~. a O A o ~ ~ ~ y f ~~ m ' O 3 7 a o y~ C n m ~^ o a m ~ ~~ , Z .~ c a ~ 3 f~~~ A' ~ ~ m ~ (~ o ~ ~ ~ ~ °' A 3 A '" ~~ c 3 a o ~o ~O 3~ C ~ N Di 3~.; ~ (p . ~~~;.~ Q C 7 ~ :i ~ d 7 n C .1 d~ X 7 N ~ S p~ ~ ~ ~ ~ A ~, ~ 3 -~ o a ~+ or ° o p' y a ~ ~ m ~ ~ '^ ~, 3 ' ° ~ ~ ~ ~ a ~ N ~ ~ N J it ~ ~~ a w~ m y ~ .~ ~ ._. A a d o d ~ V ~I V v ~ < C m ~ ~$ ~ ~.Ap+ A~ m~~ .Ai n 3 n z ~ N N 7 T1 g g g o m 3 m a ~ a ~~ -9 ~ y 7 ~ ~ ~ ~ ~ ~n g ~ or t~ ~ ~ ~ c ~ ~ 3 O tr " <~ c W~? N O ~ m !p N N~ 7 Q d. 8 0 °~ 7 ~ O ~~ 7 7 a a { o 3 '^. 7 3 ~. ~ ~ d ,~ y ~~ o m m a o c o H ~~° a r c m 0 m ~ _ N N m E fD ~ C a ~ 7 v ~ ~ r 7 V1 ~ y 1p~ ~ A O C .~ A Q ~ . Q 1 ~p d IA ~ S (~ ° d ~ 0 ~ ~ _ ~ ? O ~ ~ G d _~ r n ~ N' ~ C _ c p -1 ~ -w = A ~ `~ A 7 a ,~' ip 7 Y ~ ~ ; V Z ~ ~ ~ '. ~ .C ~ ~ c / ~ _ ~ ~ ~ tow ~n A 7 ~ N `~ , ~. O -, ~ ~ N ~ 7 o 0 0; a j' ~ m 7~ .. F cn ~ ~ m ~ ~ m o . A ~ o ~ '° o ~ ~ ~ ~ ~ rn A ~ ,~ v ~ ~ - ~ ~ ~~ O _ ro y ~ ~ ~^ aVO m ago oJO ~ O .. ~ n z0 D °_' ,.; o ~ = 3 ~ g 7 ~ ~ O1 = o ~ n A A 7 ~ ~ ' ~ C 1 m N s 7 ~ o ,~ < o ~„~ o ,2 3 a Z ~ ~ ~ ~ ~ o .~ "t ~ d ' V , D N c f0 ~ ~ °' a O w '~ a d ~ ~ i 3 ~, '~ v ~ in N p ~ ~ vi O ~ O ~ ~ ~ m "" C ~ ~O ~ o ~ ~. ~ o o x m ~° ~ ~ ~ ~ 3 m n -~ ~ ~ O o N r ~ o p o~ w m~ .a 3 7 m : ~ 3 ~ ~ c ~~ o ~ 0 rn3 f 7 ~ y .» • 7 ~ w a~ a 0 -~ 3 ~ ~ ,,,~ m m 7 ~ 0 7 ~ d r-m ~ wd o_m N ~ C 7 CHARLENE L. FEUCHTENBERGER, FIDUCIARY OFFTCER J ORRSTOWN FINANCIAL ADVISORS 77 EAST KING STREET, SHIPPENSBURG, PA 17257 Date of Death: 09!1612010 Estate of: ESTATE OF BEATRICE E. MYERS Valuation Date: 09/16/2010 Account: 5000 1468 005 Processing Date: 09/30/2010 Report Type: Date of Death Number of Securities: 13 File I:D: B MYERS INV 1468 ~.~ Shares Security Mean and/or Div and Int Security or Par Description High/Ask Low/Bid Adjustments Accrual~c Value 1) 23.01 COLUMBIA FDS SER TR (19765J830) MID CAP VAL Z Mutual Fund (as quoted by NASDAQ) 09/16/2010 11.65000 Mkt 11.650000 268.07 2) 6.088 DODGE & COX FDS (256206103) INTL STK FD Mutual Fund (as quoted by NASDAQ) 09/16/2010 32.62000 Mkt 32.620000 198.59 3) 15.647 EMERALD MUT FDS (290898103) HMEST PA GR A Mutual Fund (as quoted by NASDAQ) 09!1612010 11.05000 Mkt 11.050000 172.90 4) 49.586 FEDERATED EQUITY FDS (314172677) KAUFMANN CL A Mutual Fund (as quoted by NASDAQ) 09/16/2010 4.92000 Mkt 4.920000 243.96 5) 112.609 FEDERATED TOTAL RETURN SERS (31428Q101) TOTL RET INSTL Mutual Fund (as quoted by NASDAQ) 09/16/2010 11.30000 Mkt 11.300000 1,272.48 6) 28.529 PRICE T ROWE GROWTH STK FD INC (741479109) COM Mutual Fund (as quoted by NASDAQ) 09/16/2010 27.87000 Mkt 27.870000 795.10 7) 23.176 ROWS T PRICE EQUITY INCOME FD (779547108) SH BEN INT Mutual Fund (as quoted by NASDAQ) 09/16/2010 21.37000 Mkt 21.370000 495.27 8) 6.004 ROWE PRICE NEW ERA FD INC (779559103) COM Mutual Fund (as quoted by NASDAQ) 09/16/2010 42.54000 Mkt 42.540000 255.41 9} 20.708 VANGUARD/WELLINGTON FD INC (921935201) ADMIRAL SHARES Mutual Fund (as quoted by NASDAQ) 09/16/2010 50.88000 Mkt 50.880000 1,053.62 10) 146.922 VANGUARD FIXED INCOME SECS FD (922031836) STRM INVGRA AD Mutual Fund (as quoted by NASDAQ) 09/16/2010 10.84000 Mkt 10.840000 1,592.63 11) 13.714 VANGUARD INDEX FDS (922908496) 500 TDX FD SHS Mutual Fund (as quoted by NASDAQ) 09/16/2010 85.95000 Mkt 85.950000 1,178.72 ACCOUNT OPEN DATE: 10/8/99 Page 1 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you :have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.1.1) Date oaf Death: 09/16/2010 Valuation Date: 09/16/2010 Processing Date: 09/30/2010 Shares Security or Par Description High/Ask Low/Bid 12) 6.215 VANGUARD INDEX FDS (922908702) SMALL CAPTZTIN Mutual Fund (as quoted by NASDAQ) 09/16/2010 13) 123.683 VANGUARD FIXED INCOME SECS FD (922031810) INTRM INVGRDAD Mutual Fund (as quoted by NASDAQ) 09/16/2010 Estate of: ESTATE OF BEATRICE E. MYERS Account: 5000 1468 005 Report Type: Date of Death Number of Securities: 13 File .[D: B MYERS INV 1468 Mean and/or Div and Int Security Adjustments Accruals Value 29.25000 Mkt 29.250000 10.26000 Mkt 10.260000 Total Value: Total Accrual: Total: $8,977.53 Portfolio Endnotes FEDERATED MONEY MARKET FUND: CUSIP 60934N625 NOT PRICED BY EVP SHS: 255.41 PRICE: $1.00 VALUE: $255.41 ACCRUED INCOME: $0.10 181.79 1,268.99 $8,977.53 $0.00 Page 2 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.1.1) • ~ ~ ~ ~ ~ ~ ~ ~f~~3 One Citizens Drive ` ROP112 Riverside, RI 02915 October 27, 2010 Attorney Roger B. Irwin ` ~~~~,`r i~ ~ ~~ West Pomfret Professional Bulding :. ~~,~ ~,~ ,_ „ , ., _„ 60 West Pomfret Street _. Carlisle PA 17013-3222 Estate of Beatrice Myers Date of Death: Sep 16, 2010 SSN: 189-18-7474 Dear Sir/Madam: 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 Installment Loans or Line of Credit accounts, contact our Loan Department at 1-800-708-6680. For all other inquiries, please call 1-877-579-2667 Sincerely, Pamela Breton Decedent Account Processing REF#: 465849 a~ Citizens Bank° Account Number 6100793176 Account Title Beatrice E Myers or George H Davidson Date Opened 3/29/1980 Account T e Checking _ Principal Balance as of DOD $33028.59 Interest from Last Posting to DOD $ .86 Account Balance as of DOD $33029.45 YTD Interest to DOD $17.71 r `' Citizens Bank- Account Number 6212620222 Account Title Beatrice E Myers or George H Davidson Date O ened 3/22/2006 Account Type Checking _ Principal Balance as of DOD $10887.36 Interest from Last Posting to DOD $ .39 _ Account Balance as of DOD $10887.75 u YTD Interest to DOD $8.13 Citizens Bank Account Number 6250393197 Account Title Beatrice E Myers or George H Davidson Date Opened 5/22/2007 Account Type Time De osits Principal Balance as of DOD _ $133142.45 Interest from Last Posting to DOD _ $113.08 Account Balance as of DOD _ $133255.53 YTD Interest to DOD _ $980.79 ORRSTOWN FINANCIAL SERVICES, INC. A Tradition of Excellence October 13, 2010 Mr. Charlene Feuchtenberger Orrstown Bank Post Office Box 250 Shippensburg, PA 17257 Re: Estate of Beatrice E. Myers Social Security Number 189-18-7474 Date of Death September 16, 2010 IT IS HERERBY CERTIFIED THAT THE ABOVE NAMED DECEDENT, ON THE ABOVE DATE, HAD THE FOLLOWING ACCOUNTS WITH ORRSTOWN F'ANK: CERTIFICATE OF DEPOSITS Account No. - 4000015571 Account Type - 24-29 Month Growth Date Opened - 3 / 13 / 07 Joint Account (name /date) - George H. Davidson 3 / 13 / 07 Balance - ~ 12,469.54 Accrued Interest - $1.87 Account No. - 4000039196 Account Type - 120 Month Growth (Irrevocable Burial Fund) Date Opened - 9 / 15 / 10 Joint Account (name /date) - None Balance - $9,092.00 Accrued Interest - x.61 Date of death valuations for Ms. Myers' trust accounts must be requested from our Trust Department. If I can be of any further assistance, please do not hesitate to call me at 530-2515. Best Regards, Vicki L. Gullixon Customer Service Specialist 77 East King Street, Shippensburg, Pennsylvania 17257