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HomeMy WebLinkAbout03-04-111505610101 REV-1500 Ex `01.1°' enns lvania OFFICIAL USE ONLY PA Department of Revenue P Y County Code Year File Number OEV4RTMENT OF REVENUF Bureau of Individual Taxes INHERITANCE TAX RETURN Po Box 2so6oi '21 2010 0593 Harrisburg, PA 1'7128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 174-20-8887 06/04/2010 09/04/1918 Decedent's Last Name Suffix Decedent's First Name MI WEIBLEY SARA B (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL INAPPROPRIATE OVALS BELOW ~ 1. Original Return O O 4. Limited Estate O C1Q 6. Decedent Died Testate O (Attach Copy of Will) O 9. Litigation Proceeds Received O 2. Supplemental Return 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach Copy of Trust) 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) O 3. Remainder Return (date of death prior to 12-13-82) O 5. Federal Estate Tax Return Required 0 8. Total Number of Safe Deposit Boxes O 11. Election to tax under Sec. 9113(A) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number RONALD E. WEIBLEY (717) 761-7210 First line of address 49 SOUTH PIN OAK DRIVE Second line of address City or Post Office BOILING SPRINGS State ZIP Code REGISTER OF V~IIL~LS USE ONLYt``w3 _:._, - . ~, t~ _ `. C"X7 ~ J .-.,.. ,_ .~~ ,_.r~ ' ! ,u' `'- ~ ' ' J`~ .-~ .~.-' `_.~ `~ "? DATE~IL~ CO PA 17007-9407 '~~ Correspondent's a-mail address: rweibley@cpabr.com Under penalties of perjury, I declare that I h e examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, corre d complete. Declaration f preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNAT PE SO ESPON FO FILING RETURN DAT ~Q A RESS 49 SOUTH PIN OAK DRIVE, BOILING SPRINGS, PA 17007-9407 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 1505610101 1505610101 r: ~~~ <_ ~ ~-- .? ?.::;' -Y= ~ J .__ ~~~1 ~:.~ ~ -~-, r~~ J 1505610105 FILE NUMBER 21-10-0593 REV-1500 EX Decedent's Name: SARA B. WEIBLEY Decedent's Social Security Number 174-20-8887 RECAPITULATION _ 1. Real Estate (Schedule A) ............................................. 1. 0.00 ', 2. Stocks and Bonds (Schedule B) ....................................... 2. 749,680.17 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 0.00 4. Mortgages and Notes Receivable (Schedule D) ........................... 4. 0.00 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E)....... 5. 197,063.34 6. Jointly Owned Property (Schedule F) O Separate Billing Requested ....... 6. 0.00 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property t d i R 7 184 19 119 ........ ng eques e (Schedule G) O Separate Bill . . , 8. Total Gross Assets (total Lines 1 through 7) ............................. 8. 1,065,927.70 9. Funeral Expenses and Administrative Costs (Schedule H) ......... .......... 9. 11,977.38 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ... ........... 10. 3,377.67 11. Total Deductions (total Lines 9 and 10) ...................... ........... 11. 15,355.05 '.. 12. Net Value of Estate (Line 8 minus Line 11) ................... ........... 12. 1,050,572.65 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ............. ........... 13. 0.00 14. Net Value Subject to Tax (Line 12 minus Line 13) ............. ........... 14. 1,050,572.65 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 A_ 0.00 16. Amount of Line 14 taxable at lineal rate x .0 45 1,050,572.65 17. Amount of Line 14 taxable at sibling rate X .12 0.00 18. Amount of Line 14 taxable at collateral rate X .15 0.00 15. 0.00 16. 47,275.77 17. 0.00 18. 0.00 47,275.77 '. 19. TAX DUE ......................................................... 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT O Side 2 1505610105 1505610105 REV-1500 EX Page 3 File Number 21-10-0593 Decedent's Complete Address: DECEDENT'S NAME SARA B. WEIBLEY STREETADDRESS 1 LONGSDORF WAY, CUMBERLAND CROSSINGS CITY STATE ZIP CARLISLE PA 17015 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) (1) 47,275.77 2. CreditslPayments A. Prior Payments _ __-___..._.......__-___________ B. Discount _ -------~---~-------------~---------~~-~----- Total Credits (A + B) (2) 0.00 3. Interest (3) 0.00 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. (4) 0.00 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 47,275.77 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 :.......................................................................................... ^ 0 b. retain the right to designate who shall use the property transferred or its income : ............................................ ^ c. retain a reversionary interest; or .......................................................................................................................... ^ x^ d. receive the promise for life of either payments, benefits or care? ...................................................................... ^ 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. ~ ^ 3. Did decedent own an "in trust for" or payable-upon-death bank account or security at his or her death? .............. ^ 4. Did decedent own an individual retirement account, annuity or other non-probate property, which contains a beneficiary designation? ........................................................................................................................ x^ ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent [72 P.S. §9116 (a} (1.1) (i)]. 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 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, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1503 EX+ (6-98) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER SARA 6. WEIBLEY 21-10-0593 All property jointly-owned with right of survivorship must be disclosed on Schedule F. (If more space is needed, insert additional sheets of the same size) REV-i5o8 EX+ (ii-io) `~ '~ pennsylvania SCHEDULE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT ESTATE OF: FILE NUMBER: SARA B. WEIBLEY 21-10-0593 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. PCN BANK CHECKING ACCOUNT 51-4019-3513 12,889.77 2 MEMBERS 1ST FEDERAL CREDIT UNION ACCOUNT 147345 261.94 3 ORRSTOWN BANK CHECKING ACCOUNT 106000095 135,457.70 4 FIRST NATIONAL BANK OF CHESTER COUNTY CERT OF DEPOSIT #290005729 31,357.99 5 BED, MATRESS, DESK, CHEST OF DRAWERS, LAMP & SMALL TABLE 850.00 6 CASH 123.87 7 CLOTHING AND COSTUME JEWLERY 550.00 g FEDERATED MONEY MARKET FUND 854 -PRINCIPAL -HELD BY ORRSTOWN BANK 7,963.44 g FEDERATED MONEY MARKET FUND -INCOME -HELD BY ORRSTOWN BANK 7,608.63 TOTAL (Also enter on Line 5, Recapitulation) $ I 197,063.34 If more space is needed, use additional sheets of paper of the same size. REV-1510 EX+ (08-09) ~`~-~ pennsylvania SCHEDULE G DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND INHERITANCE TAx RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER SARA B. WEIBLEY 21-10-0593 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. ITEM NUMBER DESCRIPTION OF PROPERTY INCUIDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. ATTACH A COPY OF THE DEED FOR REAL ESTATE. DATE OF DEATH VALUE OF ASSET % OF DECD'S INTEREST EXCLUSION (IF APPLICABLE) TAXABLE VALUE 1. ALLSTATE LIFE INS CO. ANNUITY CONTRACT # GA0589387 ARLENE W. ARNDT -DAUGHTER - 25% BENEFICIARY 19,846.33 25 0.00 19,846.33 DONNA J. HOFFMAN -DAUGHTER - 25% BENEFICIARY 19,846.33 25 0.00 19,846.3? DORIS A. PINA -DAUGHTER - 25% BENEFICIARY 19,846.33 25 0.00 19,846.3 RONALD E. WEIBLEY -SON - 25% BENEFICIARY 19,846.32 25 0.00 19,846.3 2 GIFT TO RONALD E. WEIBLEY -CASH 10,000.00 100 3,000.00 7,000.OC 3 TRANSAMERICA LIFE INS. CO. ANNUITY CONTRACT # 0200PB06353 RONALD E. WEIBLEY -SON -100% BENEFICIARY 19,073.88 100 0.00 19,073.8 4 GIFT TO RONALD E. WEIBLEY - 2005 CADILLAC STS 4DR V6 13,725.00 100 0.00 13,725.OC TOTAL (Also enter on Line 7, Recapitulation) $ I 119,184.19 If more space is needed, use additional sheets of paper of the same size. REV-1511 EX+ (10-09) ~ ::~ pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER SARA B. WEIBLEY 21-10-0593 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1' NICKEL FUNERAL HOME, LOYSVILLE, PA 8,232.32 2 FLOWERS FOR FUNERAL 325.00 3 REVERAND TIMMOTHY SADLER -SERVICE 250.00 4 MESSIAH LUTHERAN CHURCH -POST FUNERAL RECEPTION 500.00 5 RICE MEMORIALS -STONE MARKER AND ENGRAVING 1,551.00 B. 1 ADMINISTRATIVE COSTS: Personal Representative Commissions: Name(s) of Personal Representative(s) Street Address City Year(s) Commission Paid: State ZIP 2. Attorney Fees: 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation.) Claimant Street Address 4 City State Relationship of Claimant to Decedent Probate Fees: 5. Accountant Fees: 6. Tax Return Preparer Fees: ~• TRUCK RENTAL & TEMPORARY STORAGE TOTAL (Also enter on Line 9, Recapitulation) I $ If more space is needed, use additional sheets of paper of the same size. 763.50 355.56 11,977.38 ZIP REV-1512 EX+ (12-08} ~~ :, pennsylvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER SARA B. WEIBLEY 21-10-0593 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. If more space is needed, insert additional sheets of the same size, REV-1513 EX+ (01-10) ~ : pennsylvan~a DEPARTMENT OF REVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE ~ BENEFICIARIES ESTATE OF: FILE NUMBER: SARA B. WEIBLEY 21-10-0593 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. ARLENE W. ARNDT, 85 QUEEN AVENUE, ENOLA, PA 17025 DAUGHTER 19,846.33 2 T/UIW OF S. WEIBLEY FIBIO ARLENE W. ARNDT 25% OF RESIDUE OF ESTATE DAUGHTER 232,097.12 3 DORIS A. PINA,1000 NYACK ST. N.W., PALM BAY, FL 32907 DAUGHTER 19,846.33 4 TIUIW OF S WEIBLEY FIB/0 DORIS A. PINA & SHANNON L. NOLAN DAUGHTER AND 25% OF RESIDUE OF ESTATE GRAND DAUGHTER 232,097.12 5 DONNA J. HOFFMAN, 27 BRANDYWINE DR., BERLIN, NJ 08009 DAUGHTER 251,943.44 6 RONALD E. WEIBLEY, 49 S. PIN OAK DR., BOILING SPRINGS, PA SON 294,742.31 II SEE SCHEDULE ATTACHED FOR DETAILS AND AMOUNTS 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 TAX IS NOT TAKEN: 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART II -ENTER TOTAL NON TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ 0.00 If more space is needed, use additional sheets of paper of the same size. LAST WILL AND TESTAMENT OF SARA B. WEIBLEY I, Sara B. Weibley, of South Middleton, Cumberland County, ~ . Pennsylvania, being of sound and disposing mind, memory and ~ ~. ' understanding, do hereby make, publish and declare this as and for my Last Till and Testament, hereby revoking all other Wills and Codicils heretofore made by me. FIRST I direct the payment of my just debts and expenses of my last illness and funeral from my estate as soon after my death a~ conveniently may be done. I direct my body be interred in the Rest Land Cemetery, Loysville, Pennsylvania. Further, I authorize my personal representative to expenc funds from my estate, in such amount as my personal representative shall consider necessary and desirable for the purchase, erectior and inscription of a suitable marker for my grave. All references to my son and daughters shall mean stepson, stepdaughters and their issue. S,~-1DIS, ~A~~R ~ SECOND LINDSAY 26WacHighSurec I give and bequeath the following specific it e ms as cuti~i~, rn ~ ~ ~ c> ~, ..T_. hereafter set forth to my son, Ronald E . Weibley : r:3 ~ ~- ~.r' ~.~': ~ .~ ;A t,~ ~~~Q N ~ i ~ L~ •. ~ 1 ~OWERIS'~ I.~TDSAY 2G Wesc High Scrac Carlisle, PA 1. My seven (7) piece, antique oak bedroom set, together with all comforters, linens and other bedding used with the set; 2. My seven (7} piece, porcelain dresser set; 3. My maple dining room set, table, matching chairs and hutch; and 4. My six (6) antique cane bottom chairs. THIRD ~- All the rest, residue and remainder of my estate, I give, devise and bequeath to my children as follows: 1. Twenty-five (25~) percent to my daughter, Donna J. Hoffman, per stirpes; 2. Twenty-five (25~} percent to my son, Ronald E. Weibley, per stirpes; 3. Twenty-five (25~) percent, IN TRUST, for the benefit of my daughter, Sarah Arlene Arndt, also known as Arlene W. Arndt, on the following terms and conditions: (A) To hold, manage, i:~vest and reinvest the principal so received, and accumulation of income thereon, and to use, pay and apply the principal and income as follows: (1) To pay and apply the income to the beneficiary at least quarterly. 2 (2) To invade the principal in the event of illness or emergency as determined in my Trustee's sole discretion for the benefit of the beneficiary. .,~ .,: -' ~~~~: 4 , (B) In the event that any beneficiary of this Trust cannot provide for her basic support and maintenance needs and is unable to maintain and support herself from her own resources and sources of income, my Trustee shall seek such support for the beneficiary from public sources. In such event, paragraph 3. (A) (2) of this Trust shall be null and void and replaced by the provisions hereinafter concerning the Special Needs Trust. FIA`~VERIS,~ LINDSAY 26 Wac High Scrac c~;~~, r~ {a) This Trust has specifically not been created to supplant or replace public-assistance benefits. My Trustee should, therefore, seek entitlements which are available to members of the community who are experiencing disabilities that are substantially similar to those that the beneficiary experiences. My Trustee shall der.~• any request made by any agency or governmental entity requesting disbursement of trust funds to satisfy beneficiary's support needs. (b) This Trust shall be held and administered for the benefit of the beneficiary in recognition that there may be a number of personal needs other than basic support and maintenance which may be unavailable to the beneficiary except through this Trust. This Trust is intended to satisfy those non- support needs, as deemed appropriate in the 3 r~~ ~' ~r ~` 'ZOWERIS,~ LINDSAY 26 Wac Hlgh Sweet Carlisle, PA absolute discretion of the Trustee. This Trust is not intended to displace any source of income otherwise available to the beneficiary for their basic support {such as food and shelter), including any governmental assistance program to which the beneficiary is or may be entitled. It is not intended to be a resource of the beneficiary and is not available to the beneficiary. It is to be a discretionary spendthrift trust created for non-support purposes. {c) No part of the corpus of this trust shall be used to supplant or replace any public- assistance benefits received by or through any county, state, federal or other governmental agency. (d) During the lifetime of the beneficiary, to the extent that benefits are not made available to the beneficiary for other than basic living expenses, including food and shelter, my Trustee, in his absolute discretion, may distribute from income and principal to or for the benefit of the beneficiary, for their needs other than basic support. For the purposes of this provision, non-support purchases include, but are not limited to dental care; unreimbursable medical and dental expenses, including plastic and reconstructive surgery, diagnostic work and treatment, rehabilitative training and experimental medical services; psychiatric/psychological services; occupational therapy; prosthetic devices; dietary needs and supplements; the differential in cost between shelter for a shared and private group home or room; custodial care or supplemental nursing care; recreation, cultural experiences, outings and travel, including payment for others to accompany the beneficiary; telephone and television, including cable television; reading and educational materials; exercise equipment; unreimbursed therapy; and related insurance. Trustee's discretion in making distributions authorized hereunder is absolute with regard to distributions from 4 the Trust estate, and shall be binding on all interested persons. (3) Upon the death of my daughter, Sarah Arlene Arndt, my Trustee shall distribute the then ~- ~~~' remaining principal and accumulated income outright to her children, William Arndt, Bryan L. Arndt and Donna J. Bivens, per stirpes. 4. Twenty-five (25~) percent, IN TRUST, for the benefit of my daughter, Doris A. Pina, and my granddaughter, Shannon L. Nolan, on the following terms and conditions: (A) To hold, manage, invest and reinvest the principal so received, and accumulation of income thereon, and to use, pay and apply the principal and income as follows: (1) To pay and apply the income equally to each beneficiary at least quarterly. (2) To invade the principal in the event of S~AmIS, E~AW'F:R ~ LINDSAY Z~w~x;~s~ Culula PA illness or emergency as determined in my Trustee's sole discretion for the benefit of the beneficiary or beneficiaries. (B) In the event that any beneficiary of this Trust cannot provide for her basic support and maintenance needs and is unable to maintain and 5 support herself from her own resources and sources of income, my Trustee shall seek such :`~ support for the beneficiary from public sources. f~~3,i•L' J In such event, paragraph 4.(A}(2) of this Trust shall be null and void and replaced by the provisions hereinafter concerning the Special Needs Trust. (a) This Trust has specifically not been created to supplant or replace public-assistance benefits. My Trustee should, therefore, seek entitlements which are available to members of the community who are experiencing disabilities that are substantially similar to those that the '~ beneficiary experiences. My Trustee shall deny any request made by any agency or governmental entity requesting disbursement of trust funds to satisfy beneficiary' s support needs. (b) This Trust shall be held and administered for the benefit of the beneficiary in recognition that there may be a number of personal needs other than basic support and maintenance which may be unavailable to the beneficiary except through this Trust. This Trust is intended to satisfy those non- support needs, as deemed appropriate in the absolute discretion of the Trustee. This Trust is :got intended to displace any source of income otherwise available to the SAIDIS, beneficiary for their basic support (such as ~ip~l~ ~ food and shelter), including any LINDSAY governmental assistance program to which the 2GWescHighStreec beneficiary is or may be entitled. It is not '~ culi:le.PA intended to be a resource of the beneficiary and is not available to the beneficiary. It is to be a discretionary spendthrift trust created for non-support purposes. (c) No part of the corpus of this trust shall be used to supplant or replace any public- ' 6 i assistance benefits received by or through any county, state, federal or other governmental agency. t, ~ . (d} During the lifetime of the beneficiary, to fi ' J, ~= ~ the extent that benefits are not made ~ ~~ available to the beneficiary for other than - basic living expenses, including food and shelter, my Trustee, in his absolute discretion, may distribute from income and principal to or for the benefit of the beneficiary, for their needs other than basic support. For the purposes of this provision, non-support purchases include, but are not limited to dental care; unreimbursable medical and dental expenses, including plastic and reconstructive surgery, diagnostic work and treatment, rehabilitative training and experimental medical services; psychiatric/psychological services; occupational therapy; prosthetic devices; dietary needs and supplements; the differential in cost between shelter for a shared and private group home or room; custodial care or supplemental nursing care; recreation, cultural experiences, outings and travel, including payment for others to accompany the beneficiary; telephone and television, including cable television; reading and educational materials; exercise equipment; unreimbursed therapy; and related insurance. Trustee's discretion in making distributions authorized hereunder is absolute with regard to distributions from the Trust estate, and shall be binding on all interested persons. {3) Upon the death of my daughter, Doris A. ~' ~ Pina, my Trustee shall distribute the then LIl~TDSAY 26WacHighScrac remaining principal and accumulated income Gdule, PA as follows: (a) One third (1/3} of the remaining principal to Shannon L. Nolan as soon 7 after the date of death of Doris A. Pina as conveniently may be done; (b) One half (1/2) of the remaining ,/~. `~' ' ~~ ~!-~ ,- principal and accumulated income f ive (5) years after the date of death of my daughter, Doris A. Pina; and (c) The balance of the remaining principal and accumulated income ten (10) years after the date of death of my daughter, Doris A. Pina. 5. In the event the beneficiaries of the Trust provided for in paragraph 4 are deceased prior to the distribution of all principal and income, but are survived by issue, then to their issue in further single Trust on the following terms and conditions: (A) To hold, manage, invest, reinvest the principal so received, and accumulation of income thereon, and to use, pay and apply the income and principal or so much thereof as in Trustee's sole ~ IS, discretion may be necessary for the maintenance, ~ WER support, medical expenses and education of my 26 Wat High Strac C.utisle,PA beneficiaries whether the same be born before or after the signing of these presents. (B) The payments authorized by this trust shall be made without any regard to equality of 8 / ; .~ . ~..1~'~;`~' distribution among beneficiaries and without further responsibility to a beneficiary or to any person taking care of a beneficiary. Said payments may be made by my trustee directly to a beneficiary, or such of them as may be, in the sole opinion of trustee, of such age and ability to handle properly the funds so paid, or may be made directly to the person having custody and care of beneficiary, or may be made directly to any institution entitled to such payment by reason of services rendered or to be rendered to any of beneficiary. (C3 The amount to be paid for the benefit of beneficiary shall be determined from time to time by the need of beneficiary, and the amounts and times of said payments shall be determined by such need, provided that payments be made at least monthly. ~~~ LINDSAY 26 Wac High Scrac Cul'~sle. PA (D) All payments of principal and income hereby given shall be free from anticipation, assignment, pledge or obligations of beneficiaries, and shall not be subject to any execution or attachment. (E) All principal and accumulated income, not so applied, shall be distributed in equal shares to the beneficiaries, per stirpes, when my youngest 9 then living great grandchild, by reason of ahannon L. Nolan, attains the age of twenty-two (22) years. In the event ahan~cioa L. Nolan is not ., *~ ~~Z, survived b issue, then to my children, per Y stirpes. F0- As to all trusts provided for in this my Last Will and Testament, all payments of principal and income hereby given shall be free from anticipation, assignment, pledge or obligations of beneficiaries, and shall not be subject to any execution or attachments. FI I direct that any and all inheritance, estate, and transfer taxes imposed upon my estate passing under this Will or otherwise shall be paid out of the principal of my residuary estate. s~ In addition to the powers conferred by law, I authorize any personal representative, trustee or guardian acting under this SAIDIS, instrument, in his/her absolute discretion: 7~OWF.~t ~ LINDSAY (a) To retain in the form received, or to sell either 26 War High Street Cariisie,PA at public or private sale any real or personal property; (b) To exercise any options to subscribe for stocks, bonds, or other investments. 10 (c) To join in any plan of lease, mortgage, consolidation, exchange, reorganization or foreclosure of any corporation in which my estate or any trust may hold stocks, bonds or other securities; (d} To sell, transfer, convey, mortgage, pledge, lease or exchange any property, real or personal, which at ~------ ~..r~~lrv 7 any time may form part of my estate, for the payment of debts or taxes, or for any purpose of administration or distribution, for such prices and upon such terms as they, in their sole discretion, may deem wise, and to execute and deliver deeds of conveyance or transfer thereof; ' (e} To make settlements and compromises on such terms as they, in their sole discretion may deem wise without the necessity of obtaining any court approval thereof; (f) To make distribution hereunder either in cash or kind, as they, in their discretion may deem wise. SEVENTH I do hereby nominate, constitute and appoint my son, Ronald E. Weibley, to acfi as Executor of this my Last Will and ~ Testament. Provided, however, that if he is unwilling or unable ~ ~ LIlVDSAY to act as Executor, I direct the duties of Alternate Executor be 26 Wat High Sccrec c.~l~~. PA performed by Donna J . Hoffman . EIt3HTH I do hereby nominate, constitute and appoint Co-Trustees for all Trusts created by this my Last Will and Testament. The 11 Trustees shall be Ronald E. Weibley and a financial institution authorized to provide trust services in the Commonwealth of Pennsylvania as designated by Ronald E. Weibley. Provided, however, that if for any reason, his designation of an institutional co-trustee is not permitted, then the co-trustee shall be LeTort management & Trust Company or its successor. NINTH I direct that no personal representative, guardian, trustee or other fiduciary appointed under this instrument shall be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I, Sara B. Weibley, have hereunto set my hand and seal to this my Last Will and Testament, consisting of twelve typewritten pages, the first eleven of which bear my initials in the margin for identification, this ~~ ~ day of i, ~~ _~-u~~~i-~ 2009. Sara 8. Weibley, Test~~rix IS,~ LINDSAY 26 West High Street Carlisle, PA 12 Signed, sealed, published and declared by the above-named Testatrix, Sara B. Weibley, as and for her Last Will and Testament in the presence of us, who have hereunto subscribed our names at her request as witnesses thereto, in the presence of s estatrix and of each other. ,• ADDRESS 26 West High Street Carlisle, PA 17013 ,,r -~. ADDRESS 26 West High Street Carlisle, PA 17013 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND WE, Sara B . Weibley, :~: %hf~^r~ ~.. _~~_ :'~~ ~ ~ and _ L~^~yc.er ~.'~t: ~~~ the Testatrix and witnesses, respectively whose names are signed to the foregoing or attached instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and Testament and that she signed willingly and that she executed as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix signed the Will as witness and that to the best of their knowledge the Testatrix was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. ~ X ~ r Sara 8. 'bley, Testa rix Robert C. Saidis Witness Bernyce Badowski , Witness FLOWER ~~ I.~TDSAY 2G Wesc High Scrcec Cuiisk, PA Subscribed, sworn to and acknowledged before me by Sara B. Weibley, the Testatrix, and subscribed to and sworn or affirmed to before me by ~_,- ~v - ~ ~ ~ ~; / , and ~c~2.v~/Gc~ ~/~C,p~,~~~~r witnesses, this ,•~~ day of •,.~';~_~=~y t~~ 2009. .~ .-. BllR9ABA & 8'[884 ~M '~ ~iis~ eo~r pA Notary Publ i c ~ Ise 7 301t 13 r ~ REGISTER OF WILLS CUMBERLAND COUNTY PENNSYLVANIA CERTIFICATE OF GRANT OF LETTERS No . 2010- 00593 PA No . 21- 10- 0593 Estate Of : SARA B WEIBLEY foist, Middle, List/ Late Of : SOUTH MIDDLETON TOWNSHIP CUMBERLAND COUNTY Deceased Social Security No : 174-20-8887 WHEREAS, on the 9th day of Apri I 2010 an instrument dated September 24th 2009 was admitted to probate as the last will of SARA B WEIBLEY Ifisl, Middle, test! late of SOUTH M/DDLETON TOWNSH/P, CUMBERLAND County, who died on the 4th day of June 2 010 and, WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, GLENDA EARNER STRASBAUGH Register of Wi I1 s in and for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to: RONALD E WEIBLEY who has duly qualified as EXECUTOR~RIX) and has agreed to administer the estate according to law, all of which fully appears of record in my office a t CUMBERLAND COUNTY CDURT HOUSE, CARLISLE, PENNSYLVANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office on the 9th day of April 2010. eg stei o ~ putt' * *NO?'E* * ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST) RECEIPT FOR PAYMENT GLENDA FARMER STRASBAUGH Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17Q13 Receipt Date: 6/092010 Receipt Time: 12: 4:23 Receipt No.: 1061438 WEIBLEY SARA B Estate File No.: 2010-00593 Paid By Remarks: SRO PALD E WEIBLEY ------------------------ Receipt Distribution ------ ------- ------- ---- Fee/Tax Description Payment Amount Payee Name PETITION LTRS TEST 660.00 CUMBERLAND COUNTY GENERAL FUN WILL 15.00 CUMBERLAND COUNTY GENERAL FUN SHORT CERTIFICATE 60.00 CUMBERLAND COUNTY GENERAL FUN JCS FEE 23.50 BUREAU OF RECEIPTS & CNTR M.D AUTOMATION FEE 5.00 CUMBERLAND COUNTY GENERAL FUN Check# 1435 ---------------- $763.50 Total Received......... $763.50 SARA B. WEIBLEY FILE NUMBER 21-10-0593 DATE OF DEATH JUNE 4, 2010 EXPLANITORY NOTES AND 5CHEDULE ATTACHMENTS SCHEDULE E - CASH, BANK DEPOSITS & MISC. PERSONAL PROPERTY: FIRST NATIONAL BANK OF CHESTER COUNTY CERT. OF DEPOSIT # 290005729 CHECK RECEIVED AT MATURITY ON 7/2/2010 INTEREST INCOME EARNED IN 2010 PER 2010 FORM 10991NT ESTIMATED VALUE AT 1/1/2010 DAYS FROM 1/1/2010 TO 7/2/2010 DAYS FROM 1/1/2010 TO 6/4/2010 566.98 X 155/183 = INTEREST EARNED TO 6/4/2010 VALUE AT 6/4/2010 SCHEDULE G - INTER-VIVOS TRANSFERS AND MISC. NON-PROBATE PROPERTY: 31,357.99 91 DAYS 65 DAYS VALUE VALUE VALUE ALLSTATE LIFE INS. CO. ANNUITY CONTRACT # GA0589387: 78,968.10 79,552.19 79,385.31 TRANSAMERICA LIFE INC. CO. ANNUITY CONTRACT # 0200PB06353: 18,973.64 19,113.98 19,073.88 2005 CADILLAC STS 4DR V6 PER JUNE 2010 BLACK BOOK USED CAR GUIDE AVE. RETAIL 183 155 31,430.14 (566.98) 494.83 13,725.00 SARA B. WEIBLEY FILE NUMBER 21-10-0593 DATE OF DEATH JUNE 4, 2010 EXPLANITORY NOTES AND SCHEDULE ATTACHMENTS SCHEDULE J - BENEFICIARIES: 1. ARLENE W. ARNDT, 85 QUEEN AVE., ENOLA, PA 17025 - DAUGHTER: 25% BENEFICIARY OF ALLSTATE ANNUITY CONTRACT # GA0589387 TRUST UNDER WILL OF SARA B. WEIBLEY F/B/0 ARLENE W. ARNDT, 49 S. PIN 2. OAK DR., BOILING SPRINGS, PA 17007 - DAUGHTER: 25% OF RESIDUE OF ESTATE 3. DORIS A. PINA, 1000 NYACK STREET N.W., PALM BAY, FL 32907 - DAUGHTER: 25% BENEFICIARY OF ALLSTATE ANNUITY CONTRACT # GA0589387 4. TRUST UNDER WILL OF SARA B. WEIBLEY F/B/0 DORIS A. PINA AND SHANNON L. NOLAN, 49 S. PIN OAK DR., BOILING SPRINGS, PA 17007 - DORIS A. PINA - DAUGHTER; SHANNON L. NOLAN - GRAND DAUGHTER: 25% OF RESIDUE OF ESTATE 5. DONNA J. HOFFMAN, 27 BRANDYWINE DRIVE, BERLIN, NJ 08009 - DAUGHTER: 25% BENEFICIARY OF ALLSTATE ANNUITY CONTRACT # GA0589387 25% OF RESIDUE OF ESTATE 6. RONALD E. WEIBLEY, 49 SOUTH PIN OAK DRIVE, BOILING SPRINGS, PA 17007 - SON: 25% BENEFICIARY OF ALLSTATE ANNUITY CONTRACT # GA0589387 100% BENEFICIARY OF TRANSAMERICA ANNUITY CONTRACT # 0200P606353 GIFT - CASH - GIVEN WITHIN 1 YEAR OF DATE OF DEATH GIFT - 2005 CADILLAC STS 4DR V6 - GIVEN WITHIN 1 YEAR OF DATE OF DEATH 25% OF RESIDUE OF ESTATE TOTAL: 19,846.33 232,097.12 19,846.33 232,097.12 19,846.33 232,097.11 19,846.32 19,073.88 10,000.00 13,725.00 232,097.11 SARA B. WEIBLEY FILE NUMBER 21-10-0593 DATE OF DEATH JUNE 4, 2010 EXPLANITORY NOTES AND SCHEDULE ATTACHMENTS NOTE REGARDING THE ITEMS NOTED IN THE SECOND PARAGRAPH OF THE LAST WILL AND TESTAMENT OF SARA B. WEIBLEY: THE DECEDENT WAS LIVING IN AN INDEPENDENT LIVING COTTAGE AT CUMBERLAND CROSSINGS, CARLISLE, PA, AND WAS IN THE PROCESS OF UPDATING HER LAST WILL AND TESTAMENT IN MAY 2008 WHEN SHE BECAME QUITE ILL AND WAS HOSPITALIZED. IN JUNE 2008, SHE WAS TRANSFERRED TO THE SKILLED CARE FACILITY AT CUMBERLAND CROSSING, CARLISLE, PA, WHERE SHE CONTINUED RECOUPERATION THROUGH JUNE 30, 2008. ON JUNE 30,2008, BASED UPON HER DOCTOR'S RECOMMENDATION, SHE WAS TRANSFERRED TO THE ASSISTED LIVING SECTION OF CUMBERLAND CROSSINGS, CARLISLE, PA, WHERE SHE REMAINED UNTIL THE DATE OF HER DEATH. WHEN IT BECAME EVIDENT THAT SHE WOULD NOT BE ABLE TO RETURN TO HER INDEPENDENT LIVING COTTAGE, SHE DECIDED TO GIVE UP HER COTTAGE AND BECOME A PERMANENT RESIDENT AT THE ASSISTED LIVING FACILITY. ACCORDINGLY, SHE VACATED HER INDEPENDENT LIVING COTTAGE IN NOVEMBER 2008. WHEN SHE VACATED HER COTTAGE, SHE GAVE ALMOST ALL OF HER COTTAGE FURNISHINGS TO HER CHILDREN AND COMMUNITY CHARITABLE ORGANIZATIONS. AS A PART OF THIS PROCESS, THE ITEMS MENTIONED IN THE SECOND PARAGRAPH OF HER LAST WILL AND TESTAMENT WERE GIVEN TO RONALD E. WEIBLEY IN DECEMBER, 200$. THEREFORE, THOSE ITEMS ARE NOT INCLUDED IN THIS RETURN SINCE THEY WERE TRANSFERRED MORE THAN ONE YEAR PRIOR TO THE DATE OF HERE DEATH. Charlene Feuchtenberger, Fiduciary Officer Orrstown Financial Advisors 77 East King Street, Shippensburg, PA 17257 Date of Death: 06/04/2010 Valuation Date: 06/09/2010 Processing Date: 01/10/2011 Estate of: Estate of Sara B. Weibley Account: 50 00 2175 0 10 Report Type: Date of Death Number of Securities: 33 File ID: S. WEIBLEY 2175 Shares Security Mean and/or Div and. Int: Security or Par Description High/Ask Low/Bid Adjustments Accruals Value 1) 100 AT&T INC (002068102) COM New York Stock Exchange 06/04/2010 29.54000 24.03000 H/L 24.285000 2,428.50 2) 100 CENOVUS ENERGY INC (151350109) COM New York Stock Exchange 06/04/2010 28.07000 26.78000 H/L 27.425000 2,742.50 3) 9000 COCA CCLA ENTERPRISES INC (19i219AW9) New York Bond Exchange DTD: 09130/1996 Mat: 10(01/2026 7% 06/04/2010 100.00000 A/B 100.000000 4,000.00 Int: 04!01/2010 to 06/09/2010 49.00 4) 100 COLLATE PALMOLIVE CO (194162103) COM New York Stock Exchange 06/09/2010 78.39000 77.03000 H/L 77.710000 7,771.00 S) 200 CORNING INC (219350105) COM New York Stock Exchange 06/04/2010 16.67000 16.17000 H/L 16.920000 3,284.00 Div: 0.05 Ex: 05/26/2010 Rec: 05/28/2010 Pay: 06/30/2010 10.00 6) 300 EATON CORP (278058102) COM New York Stock Exchange 06/09/2010 70.18000 66.86000 H/L 68.520000 20,556.00 7j 213.25 FNMA PASS-THRU LNG 30 YEAR (31376V7A4) Financial Times Interactive Data Mat: 01!01/2027 7.000$ Fact: 0.023634 06/04/2010 112.12308 A/B 112.123084 5.65 Int: 05/01/2010 to 05/31/2010, payable 06/25/2010 0.03 Prin: 05/01/2010 to 05/31/2010, payable 06/25/2010 0.01 8) 59.63 FNMA PASS-THRU LNG 30 YEAR (31377D5W7) Financial Times Interactive Data Mat: 03!01/2027 6.500$ Fact: 0 06/09/2010 110.14063 A/B 110.140625 N/A Prin: 05/01/2010 to 05131/2010, payable 06/25/2010 0.40 9) 11029.933 FIDELITY PA TAX FREE PORTFOLIO (316344209) PENN MUN INCM Mutual Fund (as quoted by NASDAQ) 06/04/201Q 10.87000 Mkt 10.870000 119,895.37 10) 50000 GENERAL ELECTRIC CO {369604BC6) New York Bond Exchange DTD: 12/06/2007 Mat: 12/06/2017 5.25% 06/09/2010 107.63130 Mkt 107.631300 53,815.65 Int: 12/06/2009 to 06/04/2010 1,297.92 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 of Death: 06/04/2010 Valuation Date: 06/04/2010 Processing Date: 01/10/2011 Estate of: Estate of Sara B. Weibley Account: 50 00 2175 0 10 Report Type: Date of Death Number of Securities: 33 File ID: S. WEIBLEY 2175 Shares Security Mean and/or Div and Int. Security or Par Description High/Ask Low/Bid Adjustments Accruals Value 11) 600 HAWKINS INC (920261109) COM The NASDAQ Stock Market LLC 06/04/2010 26.15000 23.72000 H/L 24.935000 12) 200 HEWLETT PACKARD CO (428236103) COM New York Stock Exchange 06/04/2010 47.10000 45.79000 H/L 46.445000 13) 100 INTERNATIONAL BUSINESS MACHS (459200101) COM New York Stock Exchange 06/04/2010 127.10000 124.67000 H/L 125.885000 Div: 0.65 Ex: 05/06/2010 Rec: 05/10/2010 Pay: 06/10/2010 14) 200 JPMORGAN CHASE & CO (46625H100) COM New York Stock Exchange 06/04/2010 38.70000 37.50000 H/L 38.100000 15) 200 MICROSOFT CORP (594918104) COM The NASDAQ Stock Market LLC 06/04/2010 26.57000 25.62000 H/L 26.095000 Div: 0.13 Ex: 05/18/2010 Rec: 05/20/2010 Pay: 06/1 0/2010 16) 9000 ORRSTOWN FINL SVCS INC (687380105) COM The NASDAQ Stock Market LLC 06/04/2010 23.62000 22.25000 H/L 22.935000 17) 200 PEPSICO INC (713448108) COM New York Stock Exchange 06/04/2010 62.46000 61.29000 H/L 61.875000 Div: 0.48 Ex: 06/02/2010 Rec: 06/04/2010 Pay: 06/3 0/2010 18) 10908 PINE BROOK CAP INC (72246F109) CL A Other OTC No pricing information 19) 812.508 PRICE T ROWE GROWTH STK FD INC (741479109) COM Mutual Fund (as quoted by NASDAQ) 06/09/2010 26.43000 Mkt 26.430000 20) 1679.516 ROWE T PRICE EQUITY INCOME FD (779547106) SH BEN INT Mutual Fund (as quoted by NASDAQ) 06/04/2010 20.39000 Mkt 20.390000 21) 200 TJX COS INC NEW (872540109) COM New York Stock Exchange 06/04/2010 95.94950 49.36000 H/L 45.154750 22) 300 US BANCORP DEL (902973304) COM NEW New York Stock Exchange 14,961.00 9,289.00 12,588.50 65.00 7,620.00 5,219.00 26.00 91,740.00 12,375.00 96.00 N/A 21,474.59 34,245.33 9,030.95 06/04/2010 23.22000 22.78000 H/L 23.000000 6,900.00 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) Date of Death: 06/04/2010 Estate of: Estate of Sara B. Weibley Valuation Date: 06/04/2010 Account: 50 00 2175 0 10 Processing Date: 01/10/2011 Report Type: Date of Death Number of Securities: 33 File ID: S. WEIBLEY 2175 Shares Security Mean and/or Div and Int Security or Par Description High/Ask Low/Bid Adjustments Accruals Value 23) 12000 UNITED STATES TREASURY BD (912810DW5) OTC DTD: 05/15!1986 Mat: 05/15/2016 7.25% 06/04/2010 127.20300 127.17200 A/B 127.187500 15,262.50 Int: 05/15/2010 to 06/04/2010 47.28 24) 6000 UNITED STATES TREASURY BD (912810EP9) OTC DTD: 02/16/1993 Mat: 02/15/2023 7.125% 06/04/2010 135.68750 135.65600 A/B 135.671750 8,140.31 Int: 02/15/2010 to 06/04/2010 .128.72 25) 200 VALE S A (91912E105) ADR New York Stock Exchange 06/04/2010 26.77000 25.36000 H/L 26.065000 5,213.00 26) 210.635 VANGUARD/WELLINGTON FD INC (921935201) ADMIRAL SHARES Mutual Fund (as quoted by NASDAQ) 06/04/2010 48.25000 Mkt 48.250000 10,163.14 27) 4446.648 VANGUARD/WELLESLEY INCOME FD (921938106) COM Mutual Fund (as quoted by NASDAQ) 06/04/2010 20.37000 Mkt 20.370000 90,578.22 28) 1707.769 VANGUARD HORIZON FD INC (922038203) GLOBAL EQT PTF Mutual Fund (as quoted by NASDAQ) 06/04/2010 14.65000 Mkt 14.650000 25,018.82 29) 300 VANGUARD WORLD FDS (92204A504) HEALTH CAR ETF NYSE Arca Equities Exchange 06104/2010 51.80000 50.47000 H/L 51.135000 15,340.50 30) 8307.997 VANGUARD PA TAX FREE FD (92204L302) LONG TAXEX ADM Mutual Fund (as quoted by NASDAQ) 06/04/2010 11.10000 Mkt 11.100000 92,218.77 31) 432.442 VANGUARD INDEX FDS (922908996) 500 IDX FD SHS Mutual Fund ias quoted by NASDAQ) 06/04f2010 81.33000 Mkt 81.330000 35,170.51 32) 400 XCEL ENERGY INC (98389B100) COM New York Stock_ Exchange 06/04/2010 20.54000 20.06000 H/L 20.300000 8,120.00 33) 100 NOBLE CORPORATION BAAR (H5833N103) NAMEN -AKT New York Stock Exchange 06/09/2010 28.69000 27.15000 H/L 27.920000 2,792.00 Total value: $747,960.22 Total Accrual: $1,719.95 Total: $749,680.17 Page 3 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 of Death: 06/04/2010 Valuation Date: 06/09/2010 Processing Date: 01/10/2011 Portfolio Endnotes Money Market: Total Shs: 15,572.07 Cost: $1.00 Market value: $15,572.07 Accrued Interest: $0.20 Estate of: Estate of Sara B. Weibley Account: 50 00 2175 0 10 Report Type: Date of Death Number of Securities: 33 File ID: S. WEIBLEY 2175 FIRST NATIONAL BANK OF CHESTER COUNTY; WEST CHESTER,, PENNSYL`JANIA MATURITY NOTICE AND DISCLOSURE 6/2=1/10 TERM 18M Certificate of Deposit NUMBER. 29()005729 CURRENT MATURITY DATE: 7/02/10 IF RENEWED THE NEW MATURITY DATE WILL BE: 1/02/12 Sara B Weibley 49 S Pin Oak Dr Boiling Springs PA 17007-9407 This time deposit account will renew automatically. If you want to make any changes to this account you must do so within 10 days of the maturity date. This account has a current balance of $31,343.91 with an interest rate of 3.10000. The new interest rate and annual percentage yield are not yet determined. They will be available on 7/02/10. You can obtain these rates by calling (484) 881-4440 or visiting our website www.lnbank.com. Thank you for banking with us. COMPOUNDING & CREDITING: Interest will be compounded on a daily basis. Interest will be credited to your account quarterly or every 6 months. EFFECT OF CLOSING AN ACCOUNT: If you close your account before interest is credited, you will receive the accrued interest. MINIMUM BALANCE REQUIREMENTS: You must deposit $500.00 to open this account and receive the annual percentage yield. BALANCE COMPUTATION METHOD: We use the daily balance method to calculate the interest on your account. This method applies a daily periodic rate to the principal in the account each day. ACCRUAL OF INTEREST ON NONCASH DEPOSITS: Interest begins to accrue on the business day you deposit noncash items (for example, checks). TRANSACTION LIMITATIONS: You may riot make withdrawals from or deposit into your account until the maturity date. EARLY WITHDRAWAL PENALTIES: We may impose a penalty if you withdraw any of the principal before the maturity date. The penalty imposed will equal six months' interest. WITHDRAWAL OF INTEREST PRIOR TO MATURITY: The annual percentage yield assumes interest will remain on deposit until maturity. A withdrawal will reduce earnings. RENEWAL POLICIES: This account automatically renews at maturity. You will have 10 calendar days after the maturity date to withdraw funds without. penalty. If account is automatically renewed you will not receive subsequent notice. /~'~ _ /~ First National PON. Bo h ~t3reet ~`'~"` `fit ~}~~`#~`~ ~{-'~~`'r'i West Chester, PA 19381 484.881.4000 1 nbank.com Member FDIC ;';"First National Customer Seri~ice Ops -Cashier's Clrec/r Bank of Chester County MEMBER FOIC 2 V V / REDEEM CD 290005729 DATE: 7/09/10 AC'C't)['~'T: 9999772> RR.1NC[[: 0001 ok[c,[n~ ATOR: U3 0 5 0 0 61 REMITTER: FNB OF CHESTER COUNTY 'r[!~~[[s: 15:22:05 CK AMT: $ 31 , 4 3 0.14 FEE AMT: TO: ESSTATE OF SARA B WEIBLEY TOTAL: $31,430.14 RONALD E WEIBLEY, EXECUTOR NON-NEGOTIABLE ~~ 1N Bank A division of Graystone Tower Bank P. O. Box 523 West Chester PA 19381-0523 (484) 881-4000 Sara B Weibley 49 S Pin Oak Dr Boiling Springs PA 17007-9407 Payer's Fed I.D. No. 26-0126034 OMB No_ 1545-0112 Interest Income Form 1099-INT Copy B For Recipient For year 2010 Recipient's Tax I.D. No. 174-20-8887 Interest Interest on U.S. Federal Tax Account Information Income Bonds & Treas Withheld 290005729 T 566.98 290005967 T 85.79 ---------------------------------------------------------------------------- BOX 1 Interest income . 652.77 BOX 2 Early withdrawal penalty . F3UX 3 Interest on u . S . Savings ~3onds and 'i'reas . obligations . BOX 4 Federal income tax withheld. . BOX 5 Investment expenses . BOX 6 Foreign Tax paid BOX 7 Foreign country or U.S. Possession . BOX 8 Tax-exempt interest . BOX 9 Specified private activity bond interest . BOX 10 Tax-exempt bond CUSIP no. (see instructions). . This is important tax information and is being furnished to the Internal Revenue Service . If you are required to f ile a return, a negligence penalty or other sanction may be imposed on you if this income is taxable and the IRS determines that it has not been reported. (KEEP FOR YOUR RECORDS.) W H2 StO5TAX2 N N OARS 0 URRSTQWN~ANK A Tradition of Excellence P.O. Ilox 250 Shippensburg, PA 17257 Temp-Return Service Requested Date 6/10/10 Page 1 Primary Account 106000095 Enclosures 002562 0.6500 AT 0.357 TR00012 Sara B Weibley 49 S Pin Oak Dr Boiling Springs PA 17007-9407 0 N N l0 N O 0 0 0 r-+ 0 0 0 0 N o rn o N O O ~ O Q1 N O Q' O ~ r\ O ~ Starting this summer, if you want to keep overdraft coverage for ATM and everyday debit card transactions, you must Opt In. More information regarding this change is coming soon. A C C O U N T S U MMA R Y Account Number Account Title 106000095 50+ Interest Checking 4000007622 18-23 Month CD C H E C K I N G A C C O U N T S Account Title 50+ Interest Checking Account Number Previous Balance 2 Deposits/Credits 3 Checks/Debits Service Fee Interest Paid Current Balance Sara B Weibley 106000095 41,932.73 103,535.34 10,010.37 .00 4.08 135,461.78 Current Balance Enclosures 135,461.78 .00 Check Safekeeping Statement Dates 5/11/10 thru 6/10/10 Days In The Statement Period 31 Average Ledger 109,383.41 Average Collected 96,132.46 Interest Earned 4.08 Annual Percentage Yield Earned 0.05 2010 Interest Paid 9.gg Deposits and Additions Date Description 5/11 Deposit 5/26 Deposit 6/10 Interest Deposit Amount 34,972.13 68,563.21 4.08 Electronic Debits and Withdrawals Date Description 5/25 CHECK/ACC. DELUXE CHECK PPD Amount 10.37- L,.,1 RRS T ~~'~'N 1SANK A T`radiiion ojExcellence Date 6/10/10 Primary Account Enclosures Sara B Weibley 49 S Pin Oak Dr Boiling Springs PA 17007 50+ Interest Checking 106000095 (Continued) Page 2 106000095 --- CHECK SUMMARY --- Date Check No Amount Date Check No Rmount 6/02 258 5,000.00 6/02 259 5,000.00 * Denotes missing check numbers Daily Balance Information Date Balance Date Balance Date Balance 5/11 76,904.86 5/26 145,457.70 6/10 135,461.78 5/25 76,894.49 6/02 135,457.70 ~ Interest Rate Stta~mary 0 N ~, 5/10 0.050000 N ~ ~k*~kir*•,F*~/r**i~ic,F~r~k*~t*~!r*~Ir**,F~r*,k,t~t*,t~t****~F~c**,k~yF**ot~t,t*~k~c~k~k,E*~t~c,FyFic,F*~c,t*~k,ti~***~k~t*,Ficici~*~k O o C E R T I F I C A T E S O F D E P O S I T 0 c Account Title: Sara B Weibley 0 o° 18-23 Month CD N Account Number Current Balance Interest Rate Maturi2010ate cc y Interest N 4000007622 .00 1.290000 11/09/11 357.62 0 0 o THANK YOU FOR BANKING WITH ORRSTOWN BANK 0 N Total Banking Statement ~ PNCBANK PNC Bank For m. period osiosi2o ~ o to osioarlo ~ o Primary account number: 51-4019-3513 Page 1 of 5 Number of enclosures: 0 01673 SARA B WEIBLEY 49 S PIN OAK DR BOILING SPRINGS PA 17007-9407 For 24hour banking, and transaction or interest rate information, sign on to PNC Bank Online Banking at pnc.com. ~' For customer service call 1-888-PNC-BANK Monday - Friday: 7 AM - 10 PM ET Saturday & Sunday: 8 AM - 5 PM ET Para servicio en espar~ol, 1-866-HOLA-PNC Moving Please contact us at 1-888-PNC-BANK ® Write to: Customer Service PO Box 609 Pittsburgh PA 15230-9738 Visit us at pnc.com TDD terminal: 1-800-531-1648 For hearing impaired clientr only Relationship Overview Bank .Deposit Accounts Description Account Number Deposit Balance In Brest Checking 51-4019-3513 12,889.77 Totall Deposiits I2,889.77 !n`Jdsttnent Accounts • • l~fay Losc Valuc PNC Brokerage Account Number: 0086592312 ~ • ro saorr caarancc Description Market value on 06/02 Annuities 98,402.85+ Value 98,40 2.85+ Net Value 98,402.85+ Investment balances are provided for informational purposes only. For more details regarding these investements, please refer to your acxount statement from your investment provider{s1. This information is not intended to replace your regular brokerage account statement{s?. INIPORTAN~' ACCOUNT INFORMATION Enclosed is an Addendum. to the Account Agreement for Personal Checking, Savings and Money Market Accounts. As noted in a previous statement insert, effective August 15th, a new rule will affect our standard overdraft practices and the way we pay overdrafts on ATM and everyday debit card transactions. The Account Agreement is being amended to reflect these new practices. Please read the enclosed Addendum and retain it with your records. For more information on your overdraft options, please visit pnc.com/overdraftsolutions. Effective June 28, 2010, PNC will refund any overdraft item fee if the available balance in your account is overdrawn by $5 or less after all transactions are posted for the day. Although the fee may be refunded, the transaction will be considered an overdraft occurrence when determining any subsequent overdraft fee. In addition, the Continuous Overdraft Charge wilt not be assessed if your balance remains overdrawn by $5 or less. For more Information, please call 1-888-PNC-BANK (762-2265 between T am - 10 pm (E'f) Monday-Friday, and 8 am - 5 pm (E'T) Saturday-Sunday. Your individual account statements begin on the following page PNDMLT01-JOB18357-140-YNYNNN-003-004951 r i v ~.cai L cu.u~it~ ~t.at.c.r><tcita.t. For the period 05/06/2010 to 06/04/2010 For 24hour information, sign on to PNC Bank Online Banking SARA B WEIBLEY on pnc.com. Primary account number: 51-4019-3513 Page2of5 Senior Premium Plan Sara B Weibley Interest Checking Account Summary Account number: 51-4019-3513 Overdraft Protection Provided By: Contact PNC to estabfiah Overdraft Protection Balance Summary Beginning Deposits and Checks and other Ending balance other additions deductions balance 13,422.39 4,896.89 5,429.51 12,889.77 Average monthly Charges balance and fees 12, 75 7.21 .00 Transaction Summary Checks paid/ Check Card POS Check Card/Bankcard withdrawals signed transactions POS PIN transactions 0 0 Total ATM PNC Bank Other Bank transactions ATM transactions ATM transactions 0 0 0 Ilnterest Summary As of 06/04, a total of $3.82" in interest was Annual Percentage Number of days Average collected Interest Paid pall thl5 yeaf. Yield Earned (APYE) in interest period balance for APYE this period 0.05% 30 12,757.21 .52 /~cdvity Detail Deposits and Otfier Additions Oate Amount Description 05/21 1,824.00 Direct Deposit -Tax Refund US Treasury 220 ~'v?ZXX~';8887 05/28 1,306.24 Direct Deposit -Annuitant PA Treasury Dept 574 06/01 1,528.13 Direct Deposit - Civil Sere US Treasury 312 F 2195949 W CSF 06/03 238.00 Direct Deposit - Soc Sec US Treasury 303 XX~~XX1168D 06/04 .52 Interest Payment There were 5 Deposits and Other Additions totaling $4,896.88. Checks and Substitute Checks Check Date Reference Check Date Reference number Amount paid number number Amount paid number 3014 5,129.00 05/24 0859577 3017 * 100.00 06/01 oa5oss22~ 3015 200.51 05/24 0864X659 " Gap in check sequence There were 3 checks listed totaling $5,428.51. Daily Balance Detail Gate Balance Date Balance Date Balance Date Balance 05/06 13,422.39 05/24 9,916.88 06/01 12,651.25 06/04 12,889.77 05/21 15,246.39 05/28 11,223.12 06/03 12,889.25 FORM166R Total Banking Statement Q PNCBANK For 24-hour information, sign on to PNC Bank Online Banking on pnc.com. Account number: 51019-3513 -continued For the period 05/06/Z01 O to 06/04/2010 SARA B WEIBLEY Primary account number: 51-4019-3513 Page3of5 Achieve your homeownership goals with PNC Mortgage. Whether you are purchasing your first home, moving up to something larger or refinancing, we have the borrowing options to make your dreams a reality. PNC Mortgage is a division of PNC Bank, National Association, a subsidiary of PNC. All loans are provided by PNC Bank, National Association and are subject to credit approval and property appraisal. Equal Housing Lender. ~ti PN DMLT01-J0B 18357-140-YNYN N N-003-004952 For 24hour information, sign on to PNC Bank Online Banking on pnc.com. For the period 05/06/2010 to 06/04/2010 SARA B WEIBLEY Primary account number: 51-4019-3513 Page4of5 Check Images sacra e. weiBtFV 3Ut4 7t WWAW AV! ciwusaF„wA t,o~e u„~ Zv C, a~zna„ PaT ro ~e ~Jaar.d_ .tr/'c _.rN9 ~nssiit/1.~4_ i $S/iq.°•• ~_.~~~a~~~I tL /i Y 'ice ~_~~l>ofrs e C' Q PNCBAN K ~~ ru wr L°7.3oc>-3 ~~ t:03i3i273B~: S1~.019351 w 301ti 3014 $5,129.00 05/24/2010 BABA 6. WEIBLEY 3017 at ~u~Aw Ave GRIiSI.F. PA tT015 r?vr3rsn ne« /~g~3o, z aG ~x /~/J Ordsr of-~ / iT ~ ~~_ g //~ Il ~/~?tray~ w rd< ~oa ooUo.R 8 LPL Q PNCBAN P!)G N..\ 1)N Cw w.1 P _ ~ ~ / r~ , ~:03~3i273gt: 514^i935i3r 3017 1 V ~.~i Lt.~.llr^ ^1~ -J4~.i1,~11il.J.l~. 3017 $100.00 06/01/2010 BARA B. WEBLEY 3015 Tt I+tAGAW AVE GARU4IF, Pw 1101] u.~</,j~/~PZ4'D !-Ii7L7R Por W Ik Cheer of iC ___~ $ ~~~~ J ( Uon,n 8 f_ Q PNCBAN ClC rll. *k NA W ~~ t:031312738~: Si401935i3r 3015 3015 $200.51 05/24/2010 With PNC Online Banking, you can view, print and save up to the most recent 90 days of your canceled checks -front and back -FREE of charge. Please contact us for additional options. FORM166R Reviewing Your Statement ~~ PN C BANK Please review this statement carefully and reconcile it with your records. Call the telephone number on the upper right side of the. first page of this statement if: • you have aay questions regarding your account(s); • your name or address is incorrect; you have any questions regarding interest paid to an interest-bearing account. Balancing Your Account Update Your Account Register Compare: The activity detail section of your statement to your account register. Check Off: All items in your account register that also appear on your statement. Remember to begin with the ending date of your last statement. (An asterisk {*} will appear in the Checks section if there is a gap in the listing of consecutive check numbers.) Add to Your Account Register Any deposits or additions including interest payments and ATM or electronic deposits Balance: listed on the statement that are not already entered in your register. Subtract From Your Account Any account deductions including fees and ATM or electronic deductions listed on the Register Balance: statement that are not already entered in your register. Update Your Statement Information Step 1: Add together deposits and other additions listed in your account register but aot on your statement. Dusts of Dspooit Amount Totsl A Step 2: Add together checks and other deductions listed in your account register but not on your statement. Step. 3: Enter the ending balance. recorded oa your statement $ Add deposits and other additions not recorded Total A + $ Subtotal= $ Subtract checks and other deductions not recorded Total B - $ The result should equal your account register balance = $ Total B Verification of Direct Deposits To verify whether a direct deposit or other transfer to your account has occurred, callus Monday - Friday: 7 AM - 10 PM ET and Saturday & Sunday: 8 AM - 5 PM ET at the customer service number listed on the upper right side of the first page of this statement. Electronic Funds Transfers Incase of errors or questions about your electronic transfers of if you need more information about a transfer, call us Monday - Friday: 7 AM - 10 PM ET and Saturday & Sunday: 8 AM - 5 PM ET at the customer service number listed on the upper right side of the first page of this statement. Or, if you prefer, please write us at: Customer Service, P.O. Box 609, Pittsburgh, PA 15230-0609. If you believe there is a problem, you must contact us no later than 60 days after the ending date of the Rrst statement on which the er or or problem appeared. You will need to provide the following information: Your Dame and account number(s); • A description of the error or the transfer you are questioning. Please explain as clearly as you can why you need more information or why you believe an error was made; • The dollar amount of the suspected error. We will investigate your complaint and will correct any error promptly. If the investigation takes longer than 10 business days, we will credit your account for the amount you think is in error, so that you will have use of the funds during the time it takes us to complete our investigation. Cock 111~e~bsr or Dod~dio~ De:criptio~ Amount . ~~ Member FDIC = Equal Housing Lender PN DMLT01-JOB 18357-140-YNYN N N-003-004953 Total Banking Statement ~PNCBANK For 24hour information, sign on to PNC Bank Online Banking on pnc.oom. For tt~e period 06/05/Z010 to 07/07/Z010 SARA B WEIBLEY DECO Primary account numtrer: fit-4019-3513 Page 3 of 4 I:hACI( ~Ml9A! s1-f1A 0.111iE1eliiY 3016 s~ woNrr wr! •~~1 ~ ~ '~ / ~J Ji < ~ ~ / ~~ • a IlnRan {{, ~-~ QQ PNCB ~e~ww •o _ oi~ !d ~ ~ ~Cf'~ !?~i~ _ r rO~i3«738r 5i401g35i3r' e 3~i6 5016 f 1,445.00 06/08/2010 With PNC Online Banking, you can view, print and save up to the most recent 90 days of your canceled checks -front and back -FREE of charge. 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