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Home My WebLink About05-10-124 l J 1505610105 REV-1500 EX (az-u) (fq OFFICIAL USE ONLY PA Department of Revenue Pennsylvania Bureau of Individual Taxes ~` ~~ ~`~~"~`Venyf County ode Year Flle Nu bar Po Box zao6ot INHERITANCE TAX RETURN i"') ~ ~ ~ ~ ,lo r J Harrisburg PA t7tzB-06ot RESIDENT DECEDENT /(, U ~T ENTER DECEDENT INFORMATION BELOW, Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 009-14-4338 09/ 10/2011 04/05/1924 Decedent s Last Name Suffix Decedent's First Name MI _ Banister Lois A (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Securty Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE __ REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW d~ t. Odginal Return O 2. Supplemental Return O 3. F2emainder Retum (Date of Death Prior to 12-13-82) O 4. Limited Estate O 4a. Future Interest Compromise (date of O 5. f=ederal Estate Tax Return Required death after 12-12-82) m 6. Decedent Dietl Testate O 7. Decedent Maintained a Living Trust 0 g. 'rota) Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust.) O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (Date of Death O 11. E-lection to Tax under Sec. 9113(A) Between 12-31-91 and 1-1-95) (Attach Schedule O) CORRESPONDENT -THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number Michael A. Scherer, Esq (717) 249-6873 First Line of Address Boric Scherer LLC SecondLlne of Address 19 West South Street CRy or Post Office Carlisle State ZIP Code PA 17013 correspondent's e-mail address: mscherer@baricscherer.com REGISTER OF WILLS USE ONLY n,t O ti O7 3 ~; S ~ ~ ~ L t ~ 7 v o I D~~~a sr "rJ rn t -r~ `~ m WQn Untler penalties of perjury. I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge antl belief, it is true, crorrect and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGN E OF P R SPONSIBL FILING RETURN DA';E- 103 Bucher Hill Road, Boiling Springs, PA 17007 iIGNATUaE >~ REPARER OTHER THAN REPRESENTATIVE GATE 19 Wit South Street, Carlisle, PA 17013 PLEASE USE ORIGINAL FORM ONLY 1505610105 Side 1 1505610105 JT r~l REV-1500 EX (FI) Decedent's Name: LDIS A. BeDIS~er RECAPITULATION 1505610205 Decedent's Social Security Number 009-14-4338 1. Real Estate (Schedule A) ........................................... .. 1. 0.00 2. Stocks and Bonds (Schedule B) ..................................... .. 2. '. ,...... 4,645.69 '. 3. Closely Held Corporation, Partnership or SolaPropdetorship (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. '.. 257,219.29 _..__ 6. Jointly Owned Property (Schedule F) O Separate Billing Requested ..... .. 6. 0.00 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property 0 00 (Schedule G) O Separate Billing Requested...... .. 7 . 8. Total Gross Assets (total Lines 1 through 7) ......... ....... ....... .. 8. 261,864.98 ', 9. Funeral Expenses and Administrative Costs (Schedule H) ................. .. 9. 14,837.05 10. Debts of Decedent, Mortgage Liabilities and Liens (Schedule I) ......... ...... 10. '', ~~ 6,251.10 11. Total Deductions (total Lines 9 and 10) . ......... .. ......... . ...... 11 .~ ~ 21,088.15 ',. 12. Net Value of Estate (Line 8 minus Line 11) ........................ ...... 12. 240,776.83 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. ', 240,776.83 TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 _. _ . (x)11.2) X .0_ 15. '.. 16. Amount of line 14 taxable ""' ~ ~~ -~-~~_._.. ..._....... _..._ .,........ ... at lineal rate X.0_ '. i6. 17. Amount of Line 14 taxable '.. '. at sibling rate X .12 ' 1 Z '. 18. Amount of Line 14 taxable at collateral rate X .15 240,776.83 ' 36,116.52 '. 18 19. TAX DUE ........ ........ 19 36,116.52 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ~ Side 2 L 1505610205 1505610205 REV-1500 EX (FI) Page 3 Decedent's Comalete Address: File Number DECEDENT'S NAME Lois A. Banister STREET ADDRESS 109 Green Ridge Lane -Clry Newville STATE PA ZIP 17241 Tax Payments and Credits: 1. Tax Due (Page 2, Line 19) 2. CreditslPayments A. Prior Payments 37,000.00 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. 0.00 (4) 883.48 5. If Line 1 + Llne 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) Make check payable to: REGISTER OF WILLS, AGENT. "~u.~, ~{~~1~9iE~<~ ~~~~,i ~ :~l~l;l~~~m~Ifi~#!tip`~'.~~III~R.!liJ~t#!JI~*lE~f!,~(~.e+i: ;! PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: retain the use or income of the property transferred ............................................. retain the right to designate who shall use the property transferred or its income retain a reversionary interest ................................................................................. d. receive the promise for life of either payments, benefits or care? ........................................................ 2. If death occurred after Dec. 12, 1962, did decedent transfer propeny within one year of death without receiving adequate censideralion? ............................................................................................... 3. Did decedent own an "in trust for' orpayable-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 benefciary designation? Yes No IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. ;;I '.i'..~~;::. a1...'~t:a't,ii'.i..i1+,3~[~?]n.~.',,?~~IIII~~IiE!(I~~i'~iiff#Id~~~h'~11~!~!EI'.Ei1~~"'~IhI~III~'~~+~~hJ3!°~n,Fb4~;,il~:hl#,I;~~ ?,,,~C3f,.~..1~ 1, ,'~,~i',,.,., .,,~..:: 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 lax 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 benefidaries is 4.5 percent, except asnoted in [/2 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. (1) 116.52 Total Credifs (A+ g) (2) 37,000.00 (3) REVaW3 EXt (~aa) ~ pennsylvania OEVAPTMENT OF PEVENUE INHERITANCE TAX RETURN RESIDENT DECEDENT SCNEDIILE B STOCKS & BONDS FILE NUMBER Lois Ann Banister 21-11-1004 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-a5o8 E%+(uao) ~ Pennsylvania INHERRNNCE TAX RETURN RESIDENT DECEDENT SCIIEDIILE E CASH, BANK DEPOSITS & MISC. PERSONAL PROPERTY ESTATE OF: FILE NUMBER: Lois Ann Banister 21-11-1004 Include the proceeds of litigation and the date the proceeds were received by the. estate. All property jointly owned wkh right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. F & M Trust; Certificate of Deposit # 4937 20,812.08 2. F & M Trust; Money Management Account #3923 102,920.57 3. F & M Trust; Checking Account # 1018 7,940.13 4. F & M Trust; Certificate of Deposit # 6235 41,932.00 5. Adams County National Bank; Christmas Club Account # 8519 810.18 g. Adams County National Bank; Certifcate of Deposit # 0520 41,521.59 7, 2007 Dodge Caliber; Kelley Blue Book Value 12,400.00 g. AARP New York Llfe Annuity # R0012022 28,184.34 g. Refund: Liberty Mutual auto insurance 698.50 TOTAL (Also enter on Line 5, Recapitulation) $ 257,219.29 If more space is needed, use additional sheets of paper of the same size. ~ REV-1511 EX+(10-09) ~ Pennsylvania INHERITFNCE TAx RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES AND ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Lois Ann Banister 21-11-1004 Decedent's debts must be reported on Schedule I. ITEM A. FUNERAL EXPENSES: 1' memorial service 2. Egger Funeral Home 630.04 2,308.33 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: 11,250.00 3. Family Exemption: ([f decedent's address is not the same as claimant's, attach explanation,) Claimant Street Address City State Z[P Relationship of Claimant to Decedent 4. Probate Fees: 369.50 5. Accountant Fees: 6, Tax Return Preparer Fees: ~ F & M Trust (fee for checks) 24.75 a The Sentinel (legal advertising) 168.30 s. Cumbedand Law Journal (legal advertising) 75.00 to. Miscellaneous expense 35.88 TOTAL (Also enter on Line 9, Recapitulation) $ 14,837.05 If more space is needed, use additional sheets of paper of the same size. ~ REV-1512 E%+ (12-08) ~ pennsylvania SCHEDULE I DEVnRTNENr DE REVENUE DEBTS OF DECEDENT, INNERrr^"cETnxREruR" MORTGAGE LIABILITIES & LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER Lois Ann Banister 21-11-1004 Report debts incurred by the decedent prior to death that remained unpaid at the data of death, including unreimburaed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH t. ppL 65.43 2. Columbia House 30.28 3. FIA Cardservices 455.39 a. Nordstrom Visa 895.06 5. Pinnacle Health 65.00 6. ATBT 48.89 7. Alexander Spring 10.00 8. PHIIGreen Ridge 4,663.55 9. Masland Associates 17.50 TOTAL (Also enter on Line 10, Recapitulation) I; 6,251.10 If more space Is needed, Insert additional sheets of the same size. REV-1513 EX+ (O1-10) ~ pennsylvania SCHEDULE J INHERITANCE TAX RETURN BENEFICIARIES RESIDENr DECEDENT ESTATE OF: FILE NUMBER: Lois Ann Banister 21-11-1004 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBIlrI0N5 [Include outright spousal distributions and transfers under Sec. 9116 (a) (1.2).] 1. William N. Banister, 5 Lorden Drive, Milford, NH 03055 nephew 1/4 2. Kim E. Banister, 103 Bucher Hill Road, Boiling Springs, PA 17007 niece 1 /4 3. Robin W. Banister, 1810 Rittenhouse Square, Apt. 806, Philadelphia, PA niece 114 4. James M. Banister, 123 Shenandoah Road, Hampton, VA 23661 nephew 1/4 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. ~ S If more space is needed, use additional sheets of paper of the same size. OF LOIS ANN BANISTER I, Lois Ann Banister of Cumberland County, Pennsylvania, being of sound mind, .\ memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking all other wills and codicils heretofore made by me. ITEM ONE: I direct the payment of my debts and the expenses of my last illness and funeral from my estate as soon after my death as conveniently may be done. If there be no cemetery lot available for my interment, owned by me at the time of my death, I authorize my personal representative to purchase such cemetery lot with a contract for perpetual care, using therefore funds from my estate, and I authorize my personal representative to cause title to or ownership of such lot so purchased to be vested in such person as my personal representative shall designate. Further, in this connection, I authorize my personal representative to expend funds from my estate, in such amount as my personal representative shall consider necessary and desirable, for the purchase, erection and inscription of a suitable marker for my grave. ITEM TWO: I give, devise and bequeath such of my personal property as may be listed on a signed and dated memorandum kept with my Will to the persons named thereon, provided they survive my death. Should such a memorandum not be found with my Will, it shall be conclusively presumed that none was prepared, and all of my personal property shall pass according to the remaining provisions of this Will. ITEM THREE: I give, devise and bequeath the rest, residue and remainder of my estate of whatever nature and wherever situate to my brother Montgomery Banister's children, William N. Banister, Kim E. Banister, Robin W. Banister and James M. Banister, in equal shares, per stirpes. ITEM FOUR: I direct that no Executrix or other fiduciary named, nominated, or appointed by this my Last Will and Testament shall be required to post any bond or give any security of any type for any purpose whatsoever, any law or rule of the court of the Commonwealth of Pennsylvania or any other jurisdiction to the contrary notwithstanding. I direct that the law of the Commonwealth of Pennsylvania shall apply to any interpretation or application of the validity of this instrument. ITEM FIVE: Any and all payment or payments of any sum or sums, whether in cash or in kind and whether for principal or income, payable to an heir, or any of them, shall be made upon the sole receipt of the respective individual to whom the payment is made, and free from anticipation, alienation, assignment, attachment, and pledge, and free from control by the creditors of any such beneficiary. ~ ~I ITEM SIX: I confer upon my Executrix the right to sell or otherwise convert any real or personal property at public or private sale, at such time or time, in such manner, and for such price or prices, and on such terms and conditions as my executor shall determine, and to execute and deliver good and sufficient conveyances, assignments and transfers of the property, without liability of any purchaser for the application of any consideration; to borrow money and to secure its payment by mortgage of real or personal property, pledge of investments, or otherwise, without liability on the part of the lenders to see to the application thereof; to retain any investments at discretion; to invest and reinvest at discretion, without restriction to so-called "legal investments'; to make distribution in cash or in kind; to allocate and distribute different kinds or disproportionate shares of property or undivided interests in property among beneficiaries, in case or in kind, or partly in each; and to do all other acts and things necessary or appropriate in the management, administration and distribution of my estate. ITEM SEVEN: I appoint my niece, Kim E. Banister, Executrix of this my Last Will and Testament. Should my said Executrix fail to survive me or for any reason fail to qualify as Executrix, I then appoint my nephew, William N. Banister, Executor of this my Last Will and Testament. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of three (3) typewritten pages, the first two (2) of which bear my signature in the margin for the purpose of identification, this 2nd day of July, 2009. i ,/'~'~ ~~-"~-~u~I-- (SEAL) Lois Ann Banister j Signed, sealed, published and declared by the above named testatrix, Lois Ann Banister, as and for her Last Will and Testament, in the presence of us, who, at her request, in her sight and presence, and in the sight and presence of each other, have hereunto subscribed our names as witnesses. ADDRESS Jh~J ~~~~11~ 5~~~~" ~yi ~;'na SA~~~n~i` r~°~ ~~°ba 0. J ~~ SPA ~ ~~,~ ~ COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND ~/j 9 We, Lois Ann Banister, /d il~i^~t~ .~~ ~~~~4/'n. and ~r~,~~. I~- ~n~'Y1,DS , 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 of 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 witnesses, and that to the best of their knowledge, the testatrix was at the time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. Sworn to and subscribed before me this 2nd day of July, 2009. CoMMONWEFt_F!; 6a iaeN~~'M.V,~NIA (Vatarral Saal JenMfer 5. Linoeay, NoPa;Y PuWlc Carlisle 6om. Cumbaiarxl Cou MY Commir,,ti;v; ~'girr~: Nov.23, X71 Member, Penrs}~'var~!s ,9s.^>Dr,~atian of Notaries ~, '. Financial Lifetime Income Program a~~~ ~ February 23, 2012 Kim E Banister 103 Bucher Hill Boiling Springs PA 17007 Annuitant: I<ois Ann Banister Contract: R0012022 Principal: $7,046.08 Interest: $62.58 Settlement Amount: $7,108.66 Dear Ms. Banister: New York Life Insurance Company HARP Operations Claims Servn:e P.O. Box 30713 Tampa, FL 33630.3713 1-800.6955+i 66 Please accept my condolences on your loss. We understand this is a difficult time for you and your family. Our check for $7,1.08.66 drawn to your order as the beneficiary under this Contract, represents full settlement of the annuity proceeds, plus interest, computed at 2.0% per annum from the date of death to December 31, 2011 and from 7anuary 1, 2012 to February 24, 2012 at a rate of 1.0%. T'he check has been sent to you under separate cover and will be arriving shortly. If you have any questions, please contact us at (813) 288-5714, between the hours of 8:30am to 4:30pm Eastern Standard Time Monday through Friday. Sincerely, Sophia Urimm Sr. Claims Associate Registrar and Transfer Company 10 Commerce Drive, Cranford, New Jersey 07016357.? wwwrtaacom Investor Relations Department Tel: (800) 368-5948 Fax: (908) 497-2318 Email: info@rtco.com December 15, 2011 Michael A. Scherer, Esquire 19 West South Street Carlisle, PA 17013 Issue: PSB Holdings, Inc. (CT) RNO: Lois A. Banister Dear Mr. Scherer, In response to your inquiry, enclosed please find a computer printout of this single ownership common stock account showing a balance of 200 shares represented by certificate #PSB 0033 issued October 4, 2004; this is also the balance on September 10, 2011. Please feel free to call me at 800-368-5948 if you have any questions. Sincerely, ~, Terri Benko, Representative Investor Relations Department ~fs(~ ~ ~Q7 ~~ J lilL~4 Securities Transfer Services Since 1899 Page: 1 Document Name: untitled RM20110 A C C O U N T I N Q U I R Y 12/15/11 NONE ** DRS ISSUE ** ISSUE NUMBER 5696 ISSUE NAME PSB HOLDINGS INC (CT) ALPHA KEY BANISTER LOI A ACCOUNT # 0000350001 **PF18 = NOTEPAD** TOT HELD 200.0000 NAME 1 LOIS A BANISTER CERT SHR 200.0000 2 109 GREEN RIDGE LANE BOOK SHR DRP SHR TAX ID SOC SEC # 009144338 CITY NEWVILLE STATE PA ZIPCODE 17241 9484 LAST CONTACT 10/13/2010 P CITIZENSHIP 039 ACCOUNT TYPE IND ****INDEX TAX ID 009144338 **** OVERRIDE DATA DIVIDEND DATA PF4 TELEPHONE NO - ELIGIBLE TO VOTE BOOK SHARES DIV WAIVER CONVERSION CODE REINV SUMMARY DIV REINV SPECIAL ACTIVITY SPEC NIAINT PF13 MAIL CODE OTHER ESCHEAT ACCT TRANSP,CTION HIST PF9 W-9 CODE Q ACCOUNT STOP PAYMENT HISTORY PF10 DRP OPTION HOUSEHOLDING TAX INFORMATION ENTER NEXT ALPHA KEY ACH DP,TA PF14 PFl = GO TO MENU PF2 = GO TO LOOK-A-LIKES PF21 = 1099E TAX YEAR PF12 = CHANGE ALPHA-KEY PF7 = LIST CERTIFICATES PF22 = W8 NRA INFO RM20160 *A C C O U N T M A S T E R D A T A B A S E* C E R T I F I C A T E D E T A I L ISSUE NUMBER 5696 ISSUE NAME PSB HOLDINGS INIC (CT) ALPHA KEY BANISTER LOI A NAME1 LOIS A BANISTER NAME2 109 GREEN RIDGE LP,NE CERT-NO PREF DENOM ISS-DATE RSN SHEET CAN-DATE'. RSN SHEET STATUS O1- 0000033 PSB 00000200.000 10/04/2004 16 888888 02- 03- 04- OS- 06- 07- 08- 09- 10- 11- 12- 13- PF1 = RETURN TO MENU PF3 = RETURN TO LOOK-ALIKES PF8 = SEE BY LIFO PF9 = REMOVE STOP PFS = PLACE STOP PF15 = ISSUE SHEET PF6 = CHANGE CERT DETAIL PF7 = ACCOUNT INQUIRY PF13 = CANCEL SHEET PF22 = PAGE B ACKWARD ENTER LINE # __> Date: 12/15/2011 Time: 11:33:40 AM Page: 1•DOCUment Name: untitled RMAP03 A C C O U N T P A Y M E N T I N Q O ISSUE: 5696 PSB HOLDINGS INC (CT) DISPLAY TRANSACTIONS FROM: *STARTING* TO NAME: LOIS A BANISTER 109 GREEN RIDGE LANE I R Y **ENDING** TAXID: 009-14-4338 PAYMENT RECORD CHECK CHECK REPLACEMENT STOP RI:T DATE DATE NO. AMOUNT CHECK DATE CODE CODE 1 10/16/2009 10/02/2009 8785 8.00 O1** 2 07/17/2009 07/02/2009 8306 10.00 O1** 3 04/16/2009 04/02/2009 7824 10.00 O1** 9 01/16/2009 01/02/2009 7344 18.00 O1** 5 10/17/2006 10/03/2008 6857 20.00 O1** 6 07/18/2008 07/03/2008 6339 18.00 O1** 7 09/18/2008 09/04/2008 5853 16.00 O1** 8 01/18/2008 01/04/2008 5359 19.00 O1** 9 10/19/2007 10/05/2007 4862 19.00 O1** ENTER STARTING DATE (MMDDYYYY) --> NOT USED ENTER LINE # ENTER LINE # ENTER = SEE DETAIL PFS = ADD PAYMENT CHECK NO.==> PF7 = AUHOC PF1 = MAIN MEND PF10 = BACK TO ACCT PF8 = SEE BY FIFO (EARLIEST FIRST) PF2 = LOOK-A-LIKES PF3 = NEXT PAGE PF12 = [VIRE RMAP03 A C C O U N T P A Y M E N T I N Q U I R Y ISSUE: 5696 PSB HOLDINGS INC (CT) DISPLAY TRANSACTIONS FROM: *STARTING* TO **ENDING** NAME: LOIS A BANISTER TAXID: 009-19-9338 109 GREEN RIDGE LANE PAYMENT RECORD CHECK CHECK REPLACEMENT STOP RI?T DATE DATE N0. AMOUNT CHECK DATE CODE CODE 1 07/20/2007 07/06/2007 9353 12.00 O1** 2 04/19/2007 04/05/2007 3842 12.00 O1** 3 01/19/2007 01/05/2007 3329 12.00 O1** 4 10/20/2006 10/05/2006 2795 12.00 O1** 5 07/20/2006 07/06/2006 2255 12.00 O1** 6 09/19/2006 04/05/2006 1712 12.00 O1** 7 01/19/2006 01/04/2006 1165 12.00 O1** 8 10/20/2005 10/05/2005 603 10.00 O1** 9 07/21/2005 07/06/2005 36 10.00 O1** ENTER STARTING DATE (MMDDYYYY) --> NOT USED ENTER LINE # ENTER LINE # ##**#}********* ********k*********#******##k**##***#********** }*********}**** ENTER = SEE DETAIL PFS = ADD PAYMENT CHECK NO.==> PF7 = i4DHOC PFl = MAIN MENU PF10 = BACK TO ACCT PFB = SEE BY FIFO (EARLIEST FIRST) PF2 = LOOK-A-LIKES PF3 = NEXT PAGE PF4 = FIRST PAGE PF12 = IVIRE RNAP03 A C C O U N T P A Y M E N T I N Q U I R Y ISSUE: 5696 PSB HOLDINGS INC (CT) DISPLAY TRANSACTIONS FROM: *STARTING* TO **ENDING** NAME: LOIS A BANISTER TAXID: 009-19-9338 109 GREEN RIDGE LANE PAYMENT RECORD CHECK CHECK REPLACEMENT STOP R]:T DATE DATE N0. AMOUNT CHECK DATE CODE CODE 1 09/21/2005 09/06/2005 690 10.00 O1** 2 01/18/2005 01/03/2005 38 10.00 O1** 3 4 5 6 7 8 9 ENTER STARTING DATE (MMDDYYYY) --> NOT USED ENTER LINE # ENTER LINE # *************** NO MORF. PAYMENTS *************** ENTER = SEE DETAIL PFS = ADD PAYMENT CHECK NO.==> PF7 = ADHOC PF1 = MAIN MEND PF10 = BACK TO ACCT PF8 = SEE BY FIFO (EARLIEST FI13ST) PF2 = LOOK-A-LIKES PF4 = FIRST PAGE PF12 = [VIBE Date: 12/16/2011 Time: 9:13:28 AM PSBH Historical Prices I, PSB Holdings, Inc. Stock -Yahoo! Finance Page 1 of 1 New USer2 Register $Ign In H51p Make Vl My HOmepa9e Main My'!' Yahcui Search Search Wab ___ i HONE I INVESTINU NEWS ~ PEa50NAL FINANCE ~ MV PORTFOLIOS E%C WSIVES ~ FANTASY FINANCE Get Duotes '. Mon Mer'_, 20r 2.346pm (iCt JS Marheis pose vi l4 mm= Oow 10.28 % Nasda9 10.21 % - rose tcvuaouons TRADE 7c 0 J1r..w.IM FREE~oA.a PSBH PSB Holdings, Inc. (PSBH)- Nas°a~cM Aatl to Pontono ~~ke 4.80 10.05(1.03%~ 2:14PM EDT Historical Prices Set Date Range (~' Daily Stan Data: Sap ~ 10 2011 E9_ Jan 1, 2010 ~:'' Weekly EM Dats: Sep ~ 10 201 L ~ MoMhly ;. ~ Dividends Only Get Pdces Gat Hbtoneel Pdcea fon GO A„;~, S~ltatt~lfly First ~ Previous ~ Next ~ L 2sf Pricas _. Date Open High Low Close Volume Atlj Close• Sep 9, 2011 4.82 4.82 4.82 4.82 0 4.82 'Close pots etlluatetl for tlivitlentla entl eplib. Fust ~ Previous ~ Next ~ Last "'Download to Spreadsheet Curtency in USD. Relive all your favorite moments. ol,r~{n I;-,n4s with ~ r ,r I~ PI(f tir".. onv~~yni eaoe vanou~ inc. ai ngnrs ~eserveo. anvacy nmwy -noo~~ o..r nos-Teima or sen•ice-copn~Pn'i'voiicy-sang reeuoecx- Vahoo' -ABC News Network Ouo[es for NYSE. Nastlaq antl NYSEAmez are Realtime entl soumetl tmm Nastlaq Last Sale canon evaAable I(nor availeGle from NLS cuotes will appear helayeu rmm pnma'y listing source see aso Delay limes br umer exchanges OuoLS end other inramanun supplietl by rn0apentlem progers itlenuLed on the vanoo' Fnarce patlner page puores are cntlaien automeuce ly. bm will La tume~t off afla ' S nmWes u' naoMy. Quotes a~e aelayetl at leas) l5 minutes. All rt9onnation p vN480 "as Is'"for Inlurmatordl p_vcOSes Orly not Intentletl for trading ourpose= oranwce. Neither 'arod nor any or ndepenaenl p ov ]ers is liable br a ty niorma unai errors, ncompioteness, or lie ays. or for any actions taken m rellanco on nfor nation comaineo he~ein By ar =ssinG'ne vahou~ sire. you 2grea nut b reCislriGre the in0nnation (ocntl Inarein llrtl3 nr'nra G o y f]Zla CIOV('e(1 >Y CiapitA I(]. YISt0IiC31 Gldr'. (ldt8 Bntl [IBily UPtlA125 PrnVldfiO Ay (~.OlTrnutlllY $YSIBRIS. nC (C$~~ I'IIPRIBt01d Y iylOnC2 CII n tl.ra (laity Uptl]IeS. fLi'ln n,ny luntl ero renw ~t mtlenc aara antl MOB gstar lnuer tlara provided by MO ningstar. in. http://finance.yahoo.com/q/hp?s=PSBH&a=08&b=10&c=2011&d=08&e=10&f=2011&g=d 3/12/2012 PSBH Historical Prices ~ PSB Holdings, Inc. Stock -Yahoo! Finance New tlxer'a Nepistnr Sign In Hap Preview Mall wl VI Toolbar Page 1 of 1 Mai My v' idhpn~ Search Search WSb INVESTIN[ HOME -NEWS PERSONAL FINANCE MV PORTFOLIOS EXCLUSIVES FANTASY FINANCE ~ -- Get DUObs ~ ~~~~~~ Mon Mart220t2348pm FLf ~; MarkeLSC c :min=_ Dow f0.26% Nasdaq X0.22% °O° PSBH PSB Holdings, Inc. (PSBH- Nastlaycrn add t° Pomono Lac 4.80 a 0.05 (1.03%) 214PM eor Historical Prices Set Dab Range (+; Deily Btart Dm: Sep - 12 2011 E9. Jan t, 2010 ' ~ Weekly End Date: Sap - 12 2011 Ci MOmhly C. ~ DiWdends Only Get Prices Prices Date Opan Sep 12, 2011 d.76 ~~'DOwnloatl to Spreatlsheet Currency in USD. Gat Hlrtolical Pncae for: GO High Low Close 4.78 4.73 4.73 Close price atlluate0 ror tlivitlentla entl splits. Fl rst ~ Previous ~ Next ~ Last Volume Adj Close' 2,300 4.73 First ~ Previous ~ Next ~ Lest „ ,. 3. .. _.~, puvaq l'.nry-aonmou. I-T uu~ c ropyngnulF Polcy-send raeaoacxVahool-ABC News Network Guotea for NYSE, Nasaay and NY3EAmeX are Real-time and soarco0 from Nesoaq Lasl Sela when available If nol available imm NLS. Vudes w~u appear tlelavetl from prwary lisung source See arse tlelay limes for p'tter xcnauges (luoles aro ether Informa0o9 suppllatl by Inoepanrlent promtlers itlentifietl on IYIe xahoo' Finance pacner page Oupees am uptlale0 F.ilomaacally. but wJ be lumetl on atl9: 25 m.nWes of insco Nty Ouotes ere celsyed et leas) 15 nvnutea. All InformaYOn pmvitletl "as Is" for mPormational purposes only. ngl Inlentled for traolny puryosps sacv w Naithe' Yanoo' ~+Or aPy el oltlepanllent (AOV~na(5 's liable Por any nbfineGOn B' annrs. nWnlpeleness. or delays, or (Or eny achon9 taken n 2tance pn InOnne:ion C-rllalnetl Yer21p By aG2aa V 0 one Yallpp' are you agree got m reoisuroue the Pfoonation rountl Ingrain F untlamenlal compapy Oeta pmvoen by Cepllal 0. I'is:nncal chart tla:a ano tlaly updates Fromtlatl by Colnmotlity Syata:ns. Ina. (GSI) In:e'Fatlonal hislpncal cM1an ode. tlaily updates. `urtl summary. Wntl periortnonce. dviderC Bela entl Moroing6lar Index tldt3 pfpvitled by Mominps!Lir. nc http://finance.yahoo.com/q/hp?s=PSBH&a=08&b=12&c=2011&d=08&e=12&f=2011&g=d 3/12/2012 View Profile - Lois A Banister 2087 -Bank 400 Lois A Banister Current Customer Name/Address Effective: 11 /02/2011 Lois A Banister 103 Bucher Hill Rd Boiling Springs PA 17007-9602 USA -United States of America Home: 717-776-8369 Work 000-000-0000 Branch: 1303 -Newville Cost center: 1303 Primary officer: 1303 -Newville Secondary officer: Mail: Account Name/Address-Deposit 3481018 Lois A Banister 103 Bucher Hill Rd Boiling Springs PA 17007-9602 Short name: Banister Lois A Home: 717-776-8369 Branch: 1303 -Newville Cost center: 1303 Primary officer: 1303 -Newville Account Name/Address-Deposit 7033923 Lois A Banister 103 Bucher Hill Rd Boiling Springs PA 17007-9602 Short name: Banister Lois A Home: 717-776-8369 Branch: 1303 -Newville Cost center: 1303 Primary officer: 1303 -Newville Account Name/Address-Deposit 152994937 Lois A Banister 103 Bucher Hill Rd Boiling Springs PA 17007-9602 Fax: Mobile Own/rent: Fmpllsrhool: Empl/school date: Restriction: Relationship Work: Secondary officer: Mail: Statements: Relationship Work; Secondary officer. Mail: Statements: Short name: Banister Lois A Relationship. Home: 717-776-8369 Work: Branch: 1303 -Newville Secondary officer: Page 1 of 2 U ULjI~/[7~~ 000-000-0000 000-000-0000 RETIRED 00/00/0000 Primary 000-000-0000 0 - No Officer Assigned 0 - No special handling 1 Primary 000-000-0000 0 - No Officer Assigned 0 - No special handling 1 Primary 000-000-0000 0 - No Officer Assigned https://insight.metavante.org/opstopbl/OpstopServlet/ViewProfileCustomer?activityID=... 1 ]/03/201 1 View Profile - Lois A Banister 2087 -Bank 400 .~ ~ Cost center: 1303 Mail: Primary officer: 1303 -Newville Statements: Account Name/Address-Deposit 152996235 Lois A Banister 103 Bucher Hill Rd Boiling Springs PA 17007-9602 Short name: Home: Branch: Cost center: Primary officer: Banister Lois A 717-776-8369 1303 -Newville 1303 1303 -Newville Relationship: Work Secondary officer. Mail: Statements- Page 2 of 2 0 - No special handling 1 Primary 000-000-0000 0 - No Officer Assigned 0 - No special handling 1 hops://insight.metavante.org/opstopbl/OpstopServlet/ViewProfileCustomer?activityID=... 11/03/20] 1 View Profile - Lois A Banister 2087 -Bank 400 Lois A Banister Page 1 of 1 4 items Sort application by: Account J Closedl Enrolled Zero in Account Product Balance Balance Maturity Status Rema rks Package Deposit 173,604.78 ;,;13481018 Freedom 7,940.13 Open No Yes Premier Chec... X7033923 Money 102,920.57 Open No Yes Managemen Acc... - f~152994937 Personal 20,812.08 Open No Yes CD - ;152996235 Personal 41,932.00 Open No Yes CD https://insight.metavante.org/opstopb 1 /OpstopServlet/V iewProfileCustomer?action=&ba... 11 /03/2011 View Deposit Transaction History - 152994937 Personal CD -Bank 400 Banister Lois A 152994937 Personal CD Ledger balance: Current balance Account available balance: Total accessible balance: Closing balance: Last statement: 20,812.08 Today's activity. 20,812.08 Total Hofds: 20,812.08 20,812.08 20, 881.70 07/10/2011 1 All transactions, 07/14/2011 to 07/14!2011 Deposit Date ID Amount Description 07/14/2011 20,812.08 Daily balance 07/14/2011 1 204.39 761 -Interest Credit Status Page 1 of 1 0.00 0.00 Balance 20,812.08 https://insight.metavante.org/opstopbl/OpstopServlet/Vie~n%Iransactionl~listoryDeposit 11/03/201] View Deposit Transaction History - 152996235 Personal CD -Bank 400 Page 1 of 1 Banister Lois A 152996235 Personal CD Ledger balance: 41,932.00 Today's activity: 0.00 Current balance; 41,932.00 Total Holds: 0.00 Account available 41,932.00 balance: Total accessible balance: 41,932.00 Closing balance: 42,014.71 Last statement: 07/10/2011 1 All transactions, 09/15/2011 to 09/15/2011 Deposit Date ID Amount Description Status Balance 09/15/2011 41,932.00 Daily balance 09/15/2011 1 314.70 761 -Interest Credit 41,932.00 https://insight.metavante.org/opstopbl/OpstopServlet/ViewTransactionHistoryDeposit 11/03/2011 View Deposit Transaction History - 7033923 Money Management Account -Bank 400 Banister Lois A 7033923 Money Management Account Ledger balance: Current balance: Account available balance: Total accessible balance: Closing balance Last statement: 102,920.57 Today's activity. 102,920.57 Total Holds: 102,920.57 Float: 102,920.57 Unused PRA: 102 944.39 Related available , balance: 10/20/2011 4 All transactions, 08/20/2011 to 10!2012011 Date Check Amount Description 10120/2011 102,920.57 Daily balance 10/20/2011 68.08 761 -Interest Credit 09/26/2011 102,852.49 Daily balance 09/26/2011 45,000.00 211 - Otc Cashed Check/Wdl 09120/2011 147,852.49 Daily balance 09/20/2011 107.88 761 -Interest Credit 08/20/2011 147,744.81 Daily balance 08/20/2011 119.11 761 -Interest Credit Status Page 1 of 1 0.00 0.00 0.00 0.00 Balance 102,920.57 102,852.49 147,852.49 147.744.61 https://insight.metavante.org/opstopbl/OpstopServlet/ViewTransactionHistoryDeposit 11/03/2011 View Deposit Transaction History - 3481018 Freedom Premier Checking - FSank 400 Page 1 of 1 Banister Lois A 3481018 Freedom Premier Checking Ledger balance: 7,940.13 Today's activity. 0.00 Current balance: 7,940.13 Total Holds: 0.00 Account available 7,940.13 Float: 0.00 balance: Total accessible balance: 7,940.13 Unused PRA: Closing balance: 7 940.27 Related available 0.00 , balance: Last statement: 10/20/2011 15 All transactions, 08/20!2011 to 10(20/2011 Date Check Amount Description Status Balance 10/2012011 7,940.13 Daily balance 10/20/2011 0.34 761 -Interest Credit 7,940.13 10/1212011 7,939.79 Daily balance 10/12/2011 780.11 941 -Preauthorized Wd 7,939.79 10103/2011 8,719.90 Daily balance 10/03/2011 780.11 736 -Preauthorized 8,719.90 Credit 0912012011 7,939.79 Daily balance 09/20/2011 0.36 761 -Interest Credit 7,939.79 09/07/2011 7,939.43 Daily balance 09/07/2011 933 1,010.86 800 -Check 7,939.43 09108/2011 8,950.29 Daily balance 09/06/2011 934 892.50 800 -Check 8,950.29 09/06/2011 931 74.62 998 -Electronified Check 9,842.79 09102/2011 9,917.41 Daily balance 09/02/2011 1,369.00 736 -Preauthorized 9,917.41 Credit 09101/2011 8,548.41 Daily balance 09/01/2011 780.11 736 -Preauthorized 8,548.41 Credit 08/31/2011 7,768.30 Daily balance 08/31/2011 932 156.89 998 -Electronified Check 7,768.30 08/3012011 7,925.19 Daily balance 08/30/2011 930 164.67 998 -Electronified Check 7,925.19 08129/2011 8,089.86 Daily balance 08/29/2011 929 40.00 800 -Check 8,089.86 08/25/2011 8,129.86 Daily balance 08/25/2011 928 89.06 800 -Check 8,129.86 08/24/2011 8,218.92 Daily balance 08/24/2011 925 1,648.09 800 -Check 8,218.92 08/20/2011 9,867.01 Daily balance 08/20/2011 0.44 761 -Interest Credit 9,867.01 https://insight.metavante.org/opstopbl/OpstopServletNiewTransaationHistoryDeposit 11/03/201 ] ?007 Dodge,Caliber FL'T Sport Wagon 4D Trade >n Values, Reviews -... http://www.kbb.com/dodge/caliber/2007-dodge-caliber/r-t-sport-wag... e Fnd car values or f home car values cars for sale 'i car reviews kbb top picks I reseal Popular at K li; ~oz,rst ~_, -Y. 7 if, a0vertsement -° > ... ^`s > , . > _,-,.. ~ > - ," > > a ~r.-~-r, > R/T Sport Wagon 4D 2007 Dodge Caliber 2007 Dodge Caliber R/T Sport Wagon 4D Mileage: 25,000 ai.,~,,;- -.6e CMS Car .~~ i 1 °.' ' ~~ 2 ~ `~,.. ~ -.-.. See Blue Book Value nce __-. 3 4 P ~ your next ca values specs new car finder used cars for sale write a review Consumer reviews Trade-In/Sell Values See Used Car Prices <::b:_- Private Party Excellent ~iO~ Fair $13,100 ~12~400 $11,300 Get a CARFAX Get your Record Check New Car Price atlveKeemem Enter VIN (oprionaQ price your next tar Seller's Resources I want to list my car for sale New Cars You Might Like ,,, .~ ~ "~ of pertect a i m cre ., y rtsn ~.~+ _ ._ J:,c ~ ._~. -~_ i ,~.., _..,. _ ,, __ - 'E~T Tern..1(Ic R .Neuvs. wr - ~., ,.. .... -;: .~ ;... ~;.; . s IIP Code: ~. of 4 9/ 16/20 t 1 2:45 PM ACNB BANK November 4, 201 1 Baric Scherer LLC Attn: Michael A Scherer 19 W South St Carlisle PA 17013 RE: Estate of Lois Ann Banister Dear Mr. Scherer: The following information is being provided as per your request: Acct. Type Account No. Balance at Accrued Ownership D.O.D. Interest to D.O.D. Christmas 5988519 $810.00 $0.18 Individual Club Account Certificate of 180520 $40,828.56 $693.03 Individual Deposit Date Opened/Joint 12/5/08 10/15/08 Inquiries concerning ACNB Corporation stock information should be directed to the Registrar and Transfer Company at 1-800-368-5948. If you need any additional infonmation, please contact me at (717)339-5122. Sincerely, `'ti\ Barbara J ~ ` er ACNB Ba Deposit Services Representative [I it ull~i~L~ acnb.com • acnbbusiness.com • P.O. Box 3129, Gettysburg, PA 17325 • Phone 717.334.31 Cif • Toll Free 1.888.334.ACN6 (2262)