HomeMy WebLinkAbout03-16-12 1505610140
REV-1500 ~` (°'-'°'
PA Department of Revenue
Bureau of Individual Taxes Coun Code Year
ty File Number
PO BOX 280601 INHERITANCE TAX RETURN 2 1 1 1 1 3 7 i
~
Harrisburg, PA 17128-0601
RESIDENT DECEDENT ~
~
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYW
2 0 4 0 1 8 1 3 5 1 2 1 8 2 0 1 1 0 1 2 6 1 9 1 4
Decedent's Last Name Suffix Decedent's First Name MI
R E E D E R MA R I O N G
(If Applicable) Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
Spouse's Social Security Number
FILL INAPPROPRIATE OVALS BELOW
^X 1. Original Return
4. Limited Estate
0 6. Decedent Died Testate
(Attach Copy of Will)
9. Litigation Proceeds Received
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
2. Supplemental Return
4a. Future Interest Compromise (date of
death after 12-12-82) 0
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)
3. Remainder Retum (date of death
prior to 12-13-82)
5. Federal Estate Tax Retum Required
8. Total Number of Safe Deposit Boxes
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 T0:
Name Daytime Telephone Number
J OEL R. ZUL L I NGER 71 7 264 6029
First line of address
14 NORTH MAI
Second line of address
S U I T E 2 0 0
City or Post Office
C H A M B E R S B U R G
N S T R E E T
State
PA
ZIP Code
1 7 2 0 1
REGISTER OF WILLS USE p1~Y
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DATE~ED _.
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Correspondent's a-mail address:
Under penalties of perjury, I deGare 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. DeGaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
S~NATURE O E ESPONSIBLE FOR FILING RETURN ~ ~ ~~/ /~
fTDDRESS
P.O. BOXJ250 SHIPPENSBURG PA 17257
T E OF P EPARE TH N R EN~4TNE D E
Z~
ADD S
14 ORTH MAINS ET, SUIT 200 CHAMBERSBURG P 17201
PLEASE USE ORIGINAL FORM ONLY
Side 1
L 1505610140 1505610140
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J 1505610240
REV-1500 EX
Decedent's Social Security Number
Decedent's Name: MARION G. REEDER 2 0 4 0 1 8 1 3 5
RECAPITULATION
1. Real Estate (Schedule A) ........................................... 1.
2. Stocks and Bonds (Schedule B} ..................................... . 2. 4 2 7 0 0 3. 5 5
3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .... . 3.
4. Mortgages and Notes Receivable (Schedule D) .......................... 4.
5. Cash, Bank De osits and Miscellaneous Personal Pro e )
p p rty (Schedule E .......
5. 5 4 5 6 1 1 5
6. Jointly Owned Property (Schedule F) ^ Separate Billing Requested ....... 6.
7. Inter-Vivos Transfers & Miscellaneous N n-Probate Property
(Schedule G) ~] S
t
Billi
R
t
d
7
epara
e
ng
eques
e
....... .
8. Total Gross Assets (total Lines 1 through 7) ........................... 8. 4 8 1 5 6 4. 7 0
9. Funeral Expenses and Administrative Costs (Schedule H) .................. 9.
10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ............. 10.
11. Total Deductions (total Lines 9 and 10) ............................... 11.
12. Net Value of Estate (Line 8 minus Line 11) ....... .............. ..... .. 12.
13. Charitable and Governmental BequestslSec 9113 Trusts for which
an election to tax has not been made (Schedule J) . .............. ..... .. 13.
14. Net Value Subject to Tax (Line 12 minus Line 13) . .............. ...... . 14.
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 .0_ 0 0 0 16.
17. Amount of Line 14 taxable
0
0
0
at sibling rate X .12 . 17.
18. Amount of Line 14 taxable
1 2 9
6 1 1 1
6
at collateral rate X .15 18,
19. TAX DUE ......................................................19.
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
47495.68
2 0 3 1.8 0
4 9 5 2 7.4 8
4 3 2 0 3 7.2 2
3 0 2 4 2 6.0 6
1 2 9 6 1 1. 1 6
0. 0 0
0. 0 0
0. 0 0
1 9 4 4 1. 6 7
19 4 4 1. 6 7
Side 2
1505610240 1505610240 J
REV-1500 EX Page 3
Decedent's Complete Address:
Ffle Number
21 11 1376
DECEDENTS NAME
MARION G. REEDER __ _ _ ___
---- -
__
STREETADDRESS
Green Ridge Village
210 Big Siring Road
-- -
CITY - ___
STATE
ZIP
Newville PA 17241
Tax Payments and Credits:
~ ~ Tax Due (Page 2, Line 19)
2. Credits/Payments
A. Prior Payments
B. Discount 972.08
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, L1ne 20 to request a refund.
(1) 19,441.67
Total Credits (A + B) (2} 972 08
(3}
(4} 0.00
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5} 18,469.59
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 : ...................................................................... ^ ^X
b. retain the right to designate who shall use the property transferred or its income; ............................... ^ ^X
c. retain a reversionary interest: or ................................................................................................ ^ ^X
d. receive the promise for life of either payments, benefits or care? ....................................................... ^ Q
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ....................................................................................... ^ Q
3. Did decedent own an "intrust for" orpayable-upon-death bank acx;ount or security at his or her death? ......... ^ ^X
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)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
ESTATE OF FILE NUMBER
MARION G. REEDER 21 11 1376
All property jointlyowned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Investment Account #0072, Orrstown Financial Advisors, date of 426,913.55
death valuation attached
2. 9 shares common stock of C.V. Cooperative Association @10.00 per share 90.00
TOTAL (Also enter on line 2, Recapitulation) I $ 427 003.
(If more space is needed, insert addfional sheets of the same size)
REV-1508 EX+ (11-10)
pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, ~ MISC.
PERSONAL PROPERTY
ESTATE OF: FILE NUMBER:
MARION G. REEDER 21 11 1376
Include the proceeds of litgation 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. Cash 17.49
2. Checking Account #645834, Orrstown Bank, including interest accrued to 44,671.13
date of death
3. Checking Account #181226 ACNB Bank, including interest accrued to date 2,197.22
of death
4. Net proceeds from sale of personal property by 1,754.02
Kenny's Auction
5. Irrevocable Burial Account BNY Mellon 5,508.04
6. Net proceeds from sale of jewelry items by Kenny's Auction 413.25
TOTAL (Also enter on Line 5, Recapitulation) I S 54 561 15
If more space is needed, insert 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
MARION G. REEDER 21 11 1376
Decederrt's debts must be reported on Schedule L
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1, Fogelsanger-Bricker Funeral Home, funeral expenses 10,315.18
B. ADMINISTRATIVE COSTS:
1. Personal Representative Commissions:
Name(s) of Personal Representative(s) Orrstown Bank
Street Address P.O. Box 250
c;ty Shippensburg State PA ZIP 17257
Year(s) Commission Paid: 2012
2, Attorneyl=ees: Joel R. Zullinger
3, Family Exemption: (If decedents address is not the same as claimants, attach explanation.)
Claimant
Street Address
4.
5.
6.
7.
8.
C~+ State ZIP
Relationship of Claimant to Decedent
Probate Fees: JCS fee 23.50; automation 5.00; will 15.00; short certificates 24.00;
letters 20.00; filing return 15.00; additional cost of letters 390.00
Accountant Fees:
Tax Return Preparer Fees:
The News-Chronicle, advertise letters
Cumberland Law Journal, advertise letters
12,500.00
492.50
113.00
75.00
TOTAL (Also enter on Line 9, Recapitulation) I # a~
24, 000.00
If more space is needed, use additional sheets of paper of the same size.
REV-1512 EX+ (12-OS)
Pennsylvania
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULEI
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, 8~ LIENS
ESTATE OF FILE NUMBER
MARION G. REEDER 21 11 1376
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, PPL Electric Utilities, balance due 224.23
2. Alexander Springs Emergency Physicians, balance due
3. Cumberland-Goodwill Fire Rescue EMS, balance due for
transport services
4. Kuhn Communications, Inc., balance due on account
5. Green Ridge Village, balance due for care services
6. U.S. Treasury, 2011 estimated tax payment
7. PA Department of Revenue, 2011 estimated tax payment
TOTAL (Also enter on Line 10, Recapitulation) I $
If more space is needed, insert additional sheets of the same size.
36.73
101.88
15.23
653.73
814.00
186.00
2
REV-1513 EX+ (01-10)
pennsylvania SCHEDULE J
DEPARTMENT OF REVENUE BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF: FILE NUMBER:
MARION C~ RFFI~FR ~, AA ~~~~
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustees} OF ESTATE
I TAXABLE DISTRIBUTIONS [Indude outrtrg' ht spousal distributions and transfers under
Sec. 91'f6 (a) (1.2).]
1, Donald Orth, 1836 Mary Lane, Carlisle, PA 17013 Collateral 129,611.16
30% of residue
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 T HROUGH 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 TAX IS NOT TAKEN:
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS:
1. Green Ridge Village, 210 Big Spring Road, Newville, PA 17241 259,222.34
60% of residue
2. Memorial Lutheran Church, 34 East Orange Street, Shippensburg, PA 17257 43,203.72
10% of residue
TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET S
. 302 426.06
u u i~io aNaix is i ~CCC]CU, USC dUUIIIOnaI SneeiS OT paper OT [ne SafTle SIZ@.
0311412012 10:45 orrstown finanaal advisers
~RZ - 5.1 reeder.2. April 18. 2001
~/UQ7175329342
LAST WILL AND TESTA
P.0031007
Z, Marion G,
Reeder, of Ei ht
Pennsylvania g Ridge Lane, Newville,
, being of sound and
underst disposing mind
a-nding, da hereb ~ memoxy and
Y declare this to
revoking any and all former wills be my wi11, hereby
heretofore made, and codicils thereto by me
c,~ ,._,
O ~-
~~ ---
o ~_-:
non
r- :~ ~~-
~~~ ~
~ ~~~~
r direct that J~ -
all my just debts A''-'~' :~~
~.ncludin and funeral
g all expenses of eXl°ens ~,
mY last illness, shall be paid from my
estate as soon as practicable after my deceas
expense of the a as a part of the
administration of my estate.
II.
I give, devise and be
queath the residue of my estate of every
natuze and wherever situate as follows:
~ A- Sixty percent
thereof to Green Ri,d e
~ Pennsylvania 9 Village, Newvi~,le,
to be added to the trust
B. Thirt fund;
. Y Percent thereof to my second cousin
;' of 1836 ~ Donald orth
Mary Lane, Carlisle, penny
however Ylvania, provided,
, should the said Donald Orth predecease me or
on or before the thirtieth da die
Y following my death, his
n , ~~
_J,'
=.~ r =
..~
r,
-: }`ri
:.~
03114!2012 10:45 orrstown financial advisers ~A)()717i42. P.0041007
share shall be distributed
C• Ten under subparagraph C herein;
percent thereof to Memorial
Lutheran Church,
Shippensburg, pennsYlvania, to be used for
Purposes, general church
Izr.
~Y fiduciary under this will shall have the t
in addition to those vested in ollowing powers
them by law and b
of my will applicable to all Y other provisions
property whether principal or income,
including property held for minors, exer
approval cieable without Court
. and effective until actual. distribution of all
A• To retain Property;
any and all of the assets of my estate, real or
personal, without
regard to any principle of
diversifi~a,-,,,_ _r
H- To invest in
all forms of
Property includin
common tru,~t funds and mort g stock,
gage investment funds without
restriction to investments authorized for peziris
fiduciaries as the Ylvania
Y deem propez, without regard to
principle of diversification of risk- any
C- To sell at
public or private sale
• to exchange or to
Lease fox any period of time any real
propert °r personal
Y and to give options for
leases sales, exchange$ or
for such prices and
as the upon such terms or conditions
Y deem px'oper -
D• To allocate receipts and expenses to ri
p nclpal or income
Page 2
03/1412012 10:45 orrstown financial advisers ~AXy7175329342 P.0051007
or partly to each as they from time to time think proper.
E. To compromise any claim or controversy.
F. To distribute in cash or in kind or partly in each.
G. To hold property in their names without designation of
any fiduciary capacity or in the name of a nominee or
unregistered.
zv.
I direct that all taxes that may be assessed in consequence of
my death of whatever nature and by whatever jurisdiction imposed,
shall be paid from my residuary estate a.s a part of the expense of
the administration of my estate.
V.
X appoint Orrstown Bank, with principal offices i.n
Shippeneburg, Pennsylvania, as executor of this my will.
VI.
No bond shall be required of any fiduciary hereunder in any
j uri.sdi.ct ion .
IN WITNESS WHER$OF, I hereunto set my hand and seal to this my
last will and testament, consisting of five typewritten pages, the
Page 3
03!14!2012 10:46 orrstown financial advisers
~AX)71753~342 P.006/007
first three of which bear ~, signature in the margin for the
purpose of identification this ~'=°e day of
2~L .
~~-~.~'
cs~~
Signed, sealed, published and declared by the above-named
testatrix as and for her last will and testament in oux pxesence,
who in her presence, at her request and in the presence of each
other have hereunto set our hands as attesting witnesses_
yr ~
. ,~9
We, Mar~,oa G. Reeder, ~~
~~, ~-. and
the testatrix and the witnesses
respectively, whose names are signed to the attached or foregoing
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 executed it
as her free and voluntary act for the purposes thex-ein expressed
and that each of the witnesses, in the pxesence and hearing of the
said testatrix, signed the will as witnesses and to the best of
their knowledge, said signer was at that time eighteen years of age
Page 4
03!1412012 10:46 orrstown financial advisers ~AX)717~9342 P.0071007
or older, of sound mind and unduz no canetraint o
r undue influence.
testa rix ~~ ~`~~'
Subsezibed, sworn to and
before me by the a~Ye_ acknowledg~u
subscribed and sworn named signex and
above-named to before a by the
'tries s this
day of
-~
Not Public
obr al se
tin L.1Malter, Notary publ~a
embsn6urg t3arai n County
y Commleelon sscp.ros I!~zy 1a. 200'1
Page S
03!0512012 10:06 orrstown financial advisers
~A)Q7175329342 P.007l010
Orrstown Financial Advisors
Charlene L. Fslleheansargar
Assisteat Vice President / Fiduciary Otiicer
Date of Deaths 12/10/2011
Valuation Data: 12/18/2011
vrocessing Date: 03/03/2012
shares security
or Par Description
Estate of: Estate or Marion G. Reeder
Accamt: 0072
Report Typo: Dats of Dsath
tlusloer o! Securities: to
File ID. M.QSBDSB. noo7a
Mean and/or Div and snc security
xlghp-sk 7,ox/eid Adjuata~ente llccruale value
1) 50000 BHDSR71i. P11RD1 CR 888 (31331VX68)
Govarn:oeat/agency IDealer Quotations)
DTD: 08/18/4006 Mats 02/18/2014 5.35
12/16/2011 110.33125 110.40625 A/B
12/19/2011 110.50000 110.37500 IVB
120.453125
int. oe/1e/2D11 to 12/ie/2ou
21 4433.331 FSD6RATED 1nTAL 8619817 9888 (31428Q101)
TOIL RHT IJ18TL
Mutual Fw:d (as quoted by sa$Dl-Q)
12/16/2011 11.370D0 Mkt
11.370000
3) 50000 J~al1 Q1a$8 k CO (466x58HS2)
Financial ?ices interactive Data
DTD: 07/22/2D10 Mat: 07/22/2020 4.4t
12/14/2011 100.44000 100.44000 H/L
12/19/2011 101.36000 100.30000 A/H
100.73x500
sac: o7/2a/2D11 to la/ia/nail
`) 50000 PB(; aW1DD1o0 OOea (693a76'Bna}
Financial Times Interactive Data
DTD: 09/28/2007 Mat: 09/28/2012 S.St
12/16/2011 102.85380 Mkt
14/19/2011 10x.83430 Nkt
102.A44050
sot: 09/28/2011 to 12/38/2011
5} 50000 9:81DItlG P1- (755553TJ31
linaacial Times interactive Data
DTD: 12/D1/2006 Mat: 11/15/2017 5.2t
12/16/x011 112.37200 Mt[
12/19/x011 112.41500 MkC
112.393500
Iat: 11/15/2011 t0 12/18/2011
6) 24S3.3a5 80183 ? PBICE IlITl. PD9 INC (77956x10a}
ZNTL HD FD
Mutuwl )load (as goosed by sneDa-01
1x/16/2011 9.69000 Mkt
9.690000
Div: 0.21 Sx: 1]/16/2011 Bec: 12/15/2011 Pay: 11/ 19/2011
7) 16456.82 RONB T ARICB Bt~,T THRM 8D FD (77957-105)
COM
Mutual Fund (ae quoted by NAADAIQ)
12/16/2011 4.81000 Mkt
4.810000
8) 1539.168 VAlOOUARD FI703D Ilfa01~ 9SC9 FD (9 2 2 03 18 10)
i1r1R11 DlV01RD
AD
I
actual 8uad (as Quoted by HASw-Q)
is/16/nail lo.loooo Mkt
iD_looono
9) 2966.16 VJI}80W1RD FIXED IMCOMH SHCB BD (92x031836)
STRM TliVGR1- AD
Mutual Fund (as quoted by 1Q0.4DaQ)
12/16/2011 10.63000 Mkt
10.630000
10) 706.215 VAl10QARD FIXED TD1COMg SECS FD (922031869)
INFL -RAT SECS
Ia1tUa1 Fund (as Quoted by xusw-Q)
1a/16/aDi1 14.37000 Mkt
11.370000
55,226.56
883.33
50,406.97
50,366.25
e92.22
51,x2'.03
611.11
56,196.75
238.33
23,773.30
515.21
79,].57.30
15,545.60
31,530.29
10,148.31
?age 1
This report was produced with Hstaeeval, a product of estate valuations c Pricing system., inc. if you have Queatloas,
please contact 8VF Systems at 18 L8) 313-6300 or wwv.evpsys.oom. (Revision 7.2.0)
03!05!2012 10:06 orrstown financial advisers
Date of Death: 12/10/2011
Valuation Date: 12/18/4011
Processing Date: 03/05/2012
7bta1 Vaiilee
Total Aoarual~
Total: $426,913.55
Portfolio Biidnotee
Daily D~yoeit FDIC AcCOUnt BalaSlCe bS0,934.19
1
Date: ~ ~ `
Charlene L. Peuchtenbezger, As Ce >'reeident / Fiduciary OLLicsr
~A)f)717532,9342 P.0081010
Eetate of: Setate or Marian D. Reeder
Accoimt~ 0071
Report type: Data of Death
iaa.ber oL Sscurities: 10
Pile IDS M.RSSDSR Jt0072
6423,773.35
$3,1a0.20
Page 2
This report •ras produced with secateval, a product of Bseate Valuations & Pricing Hyetems, inc. if you have gueatt~a,
pleaoa contact SVP 8yeteeis ac {818) 313-6300 or www.evpsy¢.coa. (Reviai.on 7.1.0)
12!2112011 12:40 Orrstown Financial Services ~A)()717 532 9342 P.0031013
V1~it~J 1 V~V•l~l
BANK
~ n ~~
~Dectmber 20.2011
Re: BsEatb of Marion G.: Reeder
,Social Se~uity N~unber-~~Q4-QI-&13~~
Date of Death -12t1S%2011.
Y'T IS HERESY CERTIFIED THAT'THE ABOVE NA1b1ED DECEDENT HAD THE
FOLLOWINC3 ACCOUNT WITH :O1tRSTOWN BANK:
-C.,I~ECKI/ITG ~~4LINT
Acootmt No: 54834
Account Type- 50+ Interest. Checking
Date-Opened- 3/-133 990
-Jnint.~econnt {namddate)- No
Balaac~-- - $g4;b7095
Accrued Interest: 50.18
Best Regards,
lJ~~ r ~
J 1L. Worthangton
Deposit.Pmcassing gerlc
269 Philsdelphta Avenue
Chembarsbs~rq, ~A 1720.1
1.888.ORRS7~DVYN.
03!0512012 10:06 orrstown financial advisers
Q
B AC~
February 3, 2012
Orrstown Bank Executor
Marion Reeder Estate
PO Box 250
Shippensburg PA 17257
ItE: Estate of Marion Reeder
Dear Ms. Reed:
The following information is being provided as pot your roquost;
r `~
Acct. Type Account No. Balance Accrued Ownership
.. ~D:O.D. Interest to
- ~- D.O.D.
Esteem i8Y226 52,197.16 50.06 Individual
Date
Opeued/Join«
5/06/99
Chockiag
Account
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Trrquiries concerning ACNE Corporation stock information should be directed to the Registrar and Transfer Company
at 1-800-368-5948. Ifyou need airy additional information, please contact mo at (717)339-5122.
Sincerely,
~- . ~L
ethers J Warn
ACNB Bank -
Deposit Services resentative II
~AX)7175329;i42 P.0091010
PO BOx 3129, Ger~vseurtc, PA 17325 I na-~ 717334.3161 I mu n~ 1.888.334.2262 I acnb.rnm I acnbb~uincu.com
12!2112011 12:41 OrrStown i=mancial Services ~AX)717 532 9342 P.013l013
IRREVOCABLE BURIAL RESERVE TRUST
THIS AGREEMENT, made this 20 - day of. Aril , 19 87 , by and between
Marion Reeder ,of 213 S. Penn St., Shippensbui Cumberland
bounty of ,
Commonwealth of Pennsylvania, hereinafter referred to as "SETTLOR"; and The Commonwealth National
Bank, a National Banking-Assocaation, hereinafter referred to as'TRUST&E".
- 1. 'CRUST PROPERTY. SETTI.OR hereby irrevocably transfers to TRUSTEE, and TRUSTEE hereby aclmowledges
receipt of the sum of S- ~, snp ~ Op , in cash, hereinafter referred to as "Principal", which shall
be used for the purposes and upon the terms and conditions set forth herebelow.
2. TERMS AND CONDI710NS:
-; A. During SETTLOR'S 1'ifetime, TRUSTEE shall Invest and re-invest-Princlpal. All lrfcome net of Trustees fees
and any taxes or charges shall be added to Principal,
:. ~ B. Upon death of SEI7LOR, TRUSTEE shell distribute. the remaining Principal ~aiance as follows for the pur-
pose~of paying the expenses incurred as a result of funeral proceedings for SETTLOR: -
• , 1. To SETTLOR'S~ Personal Representative upon presentation of a short certificate or death certificate for
SETTLOR.
~~ ~ 2. To the funeral director conducting funeral proceedings for SETTLOR, who presents TRUSTEE with a
:. death certificate and a Notarized funeral bill for SETTLOR, if within thirty (30) days of SETTLOR'S death
- . ho personal representative has claimed the trust assets. Under such circumstance, SETTLOR hereby
grants to TRUSTEE authority to pay such funeral director the lesser of (a) Trust Principal balance; or (b)
.~ _ the amount due and owing to said funeral director. Should any balance remain after payment of said
funeral director, TRUSTEE shall endeavor to make ~iegal disposition thereof. -
3. PO{A/ERS OF TRUSTEE TRUSTEE shall, in addition to the powers given by law, have the following powers, as
to principal and income: ~ ~ ~ - -.
A. To xriake such investments and reinvestments without limitation to what are known as~ legal investments
as trustee shall, in its~discretion, consider beneficial to the Trust created hereunder.
B. To'register securities and other property held by Trustee in the name of a nominee or in bearer form.
• - C. ~To;execute and deliver all instruments of writing necessary or appropriate for~the exercise of any Trustee
poinrers. _
4._ tRREVOCABILCTY. This Trust shall be irrevocable, and the SEl'TI,OR expressly-waives all right and power,
whether alone, jointly or in conjunction with others, to alter, amend, revoke, or terminate this Trust, or any of
its terms, in whole or in part ~ -
5. COMRENSAI'ION OF TRUSTEE TRUSTEE shall be compensated for its services performed hereunder in as
cordance with its standard schedule of fees in operation- at the time of execution hereof by SETTLOR.
6. G01/~RNING LAW. This Trust shall be governed by the laws of the Commonwealth of Pennsylvania. ~~
•7. UNDERSTANDING OF~~TERMS. By their execution herebelow, both SETTLOR end TRUSTEE acknowledge
- ~:•~• that they have READ, OR HAD EXPLAINED TO TN~EM, the terms and conditions of this TRUST, are in FULL
AGREEMENT therewith, and intend to be LEGALLY BOUI~ID thereby. -
IN WITNESS WHEREOF, the parties hereto have hereunto set their hands and seals the day grid year set
forth he~`eabove.- ~ ~.
WITNESS:
ETTLOR
213 S: Penn St_
Address .
S]iippensburA, PA 17257
- ~ ~ ~ 204 01 813S .
- - ~ - ~ Soc~el Security Number --
THE CO ~ NWEALTH NATIONAL BANK, TRUSTEE
- - - ~ - BY ~ C.~ - ~ -
-ATTEST= ~ ~ . .AUTHORIZED OFFICER ~ - .
Fo~nooo s5 ose u+rV. 9/831