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HomeMy WebLinkAbout09-11-14 1505610140 REV-1500 F PA Department of Revenue OFFICIAL USE ONLY Bureau of Individual Taxes INHERITANCE TAX RETURN County Code Year File Number PO sox 280601 2 1 1 3 0 1 2 1 9 Harrisburg,PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 1 0 0 7 2 0 1 3 0 4 0 8 1 9 1 9 Decedent's Lest Name Suffix Decedent's First Name MI 0 R N D 0 R F F N 0 R M A N J (If Applicable)Enter Surviving Spouse's Information Below Spouse's Lest 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 IN APPROPRIATE OVALS BELOW ® 1.Original Return [J 2.Supplemental Return E] 3.Remainder Return(date of death prior to 12-13.82) 4.Limited Estate 4a.Future Interest Compromise(date of 5.Federal Estate Tax Return Required death after 12-12-82) 0 6.Decedent Died Testate - 7.Decedent Maintained a living Trust 8.Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) ❑ 9.Litigation Proceeds Received 10.Spousal Poverty Credit(date of death El 11.Election to tax under Sec.9113(A) between 1231-91 and 1-1-95) (Attach Sch.O) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number D 0 U G L A S G - M I L L E R 7 1 7 2 4 9 2 3 5;,3 fV REOISXER OF WILLSVE ONU t'rl rJrn �_ First line of address m -a r F, rn rT I R W I N & M C K N I G H T , P C l f—' rO Second fine of address 6 0 W E S T P 0 M F R E T S T R E E T rr City or Post Office State ZIP Code :O/tTE FME6+�) � rn O. _ C A R L I S L E P A 1 7 0 1 3 _r' Correspondent's e-mail address: Under penalties of perjury,I declare that I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief, It Is true,correct and complete.Declaration of preparer other than the personal representative Is based on all informatlon of which preparer has any knowledge. SIGN OF�SPOIJ BLE FILINCyRETU5N�e ADDRESS GG// 110 OAK RIVE CAMP HILL PA 17011 SIG E OF REPA ROT RJVON REPRESENTATIVE q111 D TE ADD 60 WES POMFRET STREET CARLISLE PA 17013 PLEASE USE ORIGINAL FORM ONLY Side 1 1505610140 1505610140 J 1505610240 REV-1500 EX Decedent's Social Security Number Decedent's Name: NORMAN J . ORNDORFF RECAPITULATION 1. Real Estate(Schedule A) 1, 1 7 0 0 0 0 . 0 0 2. Stocks and Bonds(Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2. 2 2 6 6 1 8 . 3 8 3. Closely Held Corporation, Partnership or Sole-Proprietorship(Schedule C) . . . . . 3. 4. Mortgages and Notes Receivable(Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . 4. 5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E). . . . . . . 5. 4 4 5 6 9 6 . 5 8 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested .. . . . . . 6. 9 9 1 1 . 9 8 7. Inter-Vivos Transfers&Miscellaneous N n-Probate Property 1 7 2 6 7 7 . 2 2 (Schedule G) Separate Billing Requested .. . . . . . 7. 8. Total Gross Assets(total Lines 1 through 7) . . . . . . . . . . . . . . . . . . . . . . . . . . . 8. 1 0 2 4 9 0 4 . 1 6 9. Funeral Expenses and Administrative Costs(Schedule H) . . . . . . . . . . . . . . . . . . 9. 6 3 3 9 4 . 1 7 10. Debts of Decedent,Mortgage Liabilities, and Liens(Schedule 1) . . . . . . . . . . . . . 10. 4 2 2 5 . 1 4 11, Total Deductions(total Lines 9 and 10) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 6 7 6 1 9 . 3 1 12. Net Value of Estate(Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12. 9 5 7 2 8 4 . 8 5 13. Charitable and Governmental Bequests/Sec 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. 9 5 7 2 8 4 . 8 5 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. 0 . 0 0 16. Amount of Line 14 taxable at lineal rate x.045 9 5 7 2 8 4 . 8 5 16. 4 3 0 7 7 . 8 2 17. Amount of Line 14 taxable at sibling rate X.12 0 . 0 0 17. 0 . 0 0 18. Amount of Line 14 taxable at collateral rate X.15 0 . 0 0 18. 0 . 0 0 19. TAX DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 4 3 0 7 7 . 8 2 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ❑ Side 2 L 1505610240 1505610240 Continuation of REV-1600 Inheritance Tax Return Resident Decedent NORMAN J.ORNDORFF 21 13 01219 DecederWs Name Page 3 File Number Correspondents Name Daytime Telephone Number D O U G L A S G M 1 L L E R 7 1 7 2 4 9 2 3 5 3 First line of address I R W I N & M c K N I G H T P . C Second line of address 6 0 W E S T P O M F R E T S T R E E T City or Post Office State ZIP Code C A R L I S L E P A. 1 7 0 1 3 Correspondent's e-mail address: Under penalties of perjury,I declare drat l have eirarnined this retum,indudilg a=rnpanyilg schedules and statements,and to the hest of my Mowledge and belief, it is true,cared andcanpleda.Declaration of prepamr other thin the personal repmsentative is based on ag Information of which"parer has any knov;"e. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN � nn n DATE I,L'7 I A Y�r^M A e lrlttilJ C�ic� ,,1J. P7—t� C� gh _1 q ADDRESS 17 S.HIGH STREET MEOHANIGSBURG PA 17055 REV-1500 EX Page 3 File Number Decedent's Complete Address: 21 13 01219 DECEDENT'S NAME NORMAN J. ORNDORFF STREET ADDRESS 24 CIRCLE DRIVE CITY STATE ZIP CARLISLE PA 17015 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 43,077.82 2. Credits/Payments A.Prior Payments 40,000.00 B.Discount 2,000.00 Total Credits(A+B) (2) 42,000.00 3. Interest (3) 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) 1,077.82 Make check payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a, retain the use or income of the property transferred; ...................................................................... ❑ ❑ b. retain the right to designate who shall use the property transferred or its income; ............................... ❑ I] c. retain a reversionary interest;or ................................................................................................ ❑ ❑X d. receive the promise for life of either payments,benefits or care? ....................................................... ❑ 0 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"in trust for'or payable-upon-death bank account 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?.................................................................................................. ❑ 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)].A sibling 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-1502 FX-(12_12) pennsylvania SCHEDULE A DEPARTMENT OF REVENUE INHERITANCE TAX RETURN REAL ESTATE RESIDENT DECEDENT ESTATE OF: FILE NUMBER: NORMAN J. ORNDORFF 21 13 01219 All real property owned solely or as a tenant in common must be reported at fair market value.Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller,neither being compelled to buy or sell,both having reasonable knowledge of the relevant facts. Real property that is jointly-owned with right of survivorship must be disclosed on Schedule F. Attach a copy of the settlement sheet if the property has been sold. ITEM Include a copy of the deed showing decedent's interest if owned as tenant in common. VALUE AT DATE NUMBER OF DEATH DESCRIPTION 1. 24 CIRCLE DRIVE, CARLISLE, PENNSYLVANIA 170,000.00 TOTAL(Also enter on Line 1,Recapitulation.) $ 170 000.00 If more space is needed,use additional sheets of paper of the same size. REV-1503 EX+(8-12) pennsylvania SCHEDULE B DEPARTMENT OF REVENUE INHERITANCE TAX RETURN STOCKS & BONDS RESIDENT DECEDENT ESTATE OF FILE NUMBER NORMAN J. ORNDORFF 21 13 01219 All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH I. FEDERATED-ACCOUNT NUMBER: 9911938 57,933.73 FEDERATED MUNICIPAL SECURITIES A 2. USAA-GROWTH AND TAX STRATEGY FUND 64,041.68 3. USAA-TAX EXEMPT LONG-TERM FUND 62,501.55 4. DEUTSCHE ASSET&WEALTH MANAGEMENT 19,384.99 DWS STRATEGIC HIGH YIELD TAX FREE FUND 1,627.623 SHARES @$11.91 PER SHARE = $19,384.99 5. DEUTSCHE ASSET&WEALTH MANAGEMENT 22,756.43 DWS MANAGED MUNICIPAL BOND FUND 2,562.661 SHARES @ $8.88 PER SHARE _ $22,756.43 TOTAL(Also enter on Line 2,Recapitulation) 1 $ 226 618.38 If more space is needed,insert additional sheets of the same size REV-1508 EX+(08-12) pennsylvania SCHEDULE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC. INHERITANCE TAX RETURN RESIDENT DECEDENT PERSONAL PROPERTY ESTATE OF: FILE NUMBER: NORMAN J. ORNDORFF 21 13 01219 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. CITIZENS BANK- CHECKING ACCOUNT#6234004990 70,648.68 2. MEMBERS 1ST FEDERAL CREDIT UNION -SAVINGS ACCOUNT#169827-00 31.04 3. MEMBERS 1ST FEDERAL CREDIT UNION-CERTIFICATE OF DEPOSIT#169827-40 107,161.33 4. MEMBERS 1 ST FEDERAL CREDIT UNION -CERTIFICATE OF DEPOSIT#169827-41 40,485.62 5. MEMBERS 1 ST FEDERAL CREDIT UNION -CERTIFICATE OF DEPOSIT#169827-42 26,001.29 6. MEMBERS 1 ST FEDERAL CREDIT UNION -CERTIFICATE OF DEPOSIT#169827-46 16,111.70 7. MEMBERS 1 ST FEDERAL CREDIT UNION -CERTIFICATE OF DEPOSIT#169827-49 22,308.23 8. MEMBERS 1 ST FEDERAL CREDIT UNION -CERTIFICATE OF DEPOSIT#169827-50 14,474.47 9. MEMBERS 1ST FEDERAL CREDIT UNION -CERTIFICATE OF DEPOSIT#169827-51 23,158.10 10. MEMBERS 1 ST FEDERAL CREDIT UNION -CERTIFICATE OF DEPOSIT#8511.50 8,511.50 11. PSECU -SAVINGS ACCOUNT(S1) 468.78 12. PSECU - MONEY MARKET ACCOUNT(S7) 7,743.53 13. PSECU -CERTIFICATE OF DEPOSIT(S50) 24,681.90 14. PSECU -CERTIFICATE OF DEPOSIT(S51) 8,127.64 15. PSECU -CERTIFICATE OF DEPOSIT(S52) 14,255.44 16. PSECU-CERTIFICATE OF DEPOSIT(S53) 15,868.16 TOTAL(Also enter on Line 5,Recapitulation) $ 445 696.58 If more space is needed,use additional sheets of paper of the same size. Continuation of REV-1500 Inheritance Tax Return Resident Decedent NORMANJ. ORNDORFF 21 13 01219 Decedent's Name Page 1 File Number Schedule E -Cash, Bank Deposits, & Misc. Personal Property ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 17. PSECU -CERTIFICATE OF DEPOSIT(S55) 17,165.37 18. PSECU -CERTIFICATE OF DEPOSIT(S57) 8,424.33 19. PSECU -CERTIFICATE OF DEPOSIT (S58) 8,464.47 20. PERSONAL PROPERTY-VALUATION ATTACHED 1,605.00 21. 2008 FORD FOCUS 10,000.00 VIN: 1 FAHP33N58W231515 SUBTOTAL SCHEDULE 45,659.17 GRAND TOTAL SCHEDULE E $ 445,696.58 REV-1509 EX+(01-10) pennsylvania SCHEDULE F DEPARTMENT OF REVENUE JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: NORMAN J. ORNDORFF 21 13 01219 If an asset was made jointly owned within one year of the decedents date of death,it must be reported on Schedule G. SURVIVING JOINT TENANT(S)NAME(S) ADDRESS RELATIONSHIP TO DECEDENT A. MARY O. HOFF 110 OAK DRIVE DAUGHTER CAMP HILL, PA 17011 B. C. JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FORJOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECEDENT'S VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER.ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENT'S INTEREST t. A. CITIZENS BANK 19,823.96 50. 9,911.98 CHECKING ACCOUNT#6100731685 TOTAL(Also enter on Line 6,Recapitulation) $ 9,911.98 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 NORMAN J. ORNDORFF 21 13 01219 This schedule must be completed and fled if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. DESCRIPTION OF PROPERTY ITEM INCLUDE THE NOME OF THE TRANSFEREE,THEIR RELATIONSHIP TO DECEDENT AND DATE OF DEATH % DECUS EXCLUSION TAXABLE NUMBER THE DATE OF TRANSFER,ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST QFAKICA&E) VALUE 1. KNIGHTS OF COLUMBUS 172,677.22 100.00 172,677.22 ANNUITY CONTRACT NUMBER 010245697 TOTAL (Also enter on Line 7,Recapitulation) $ 172 677.22 If more space is needed,use additional sheets of paper of the same size. REV-151f EX+(10-08) pennsyivania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER NORMAN J. ORNDORFF 21 13 01219 Decedont's debts moat be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: t. ST. PATRICK CHURCH-INTERNMENT 600.00 2. MIDDLESEX DINER-FUNERAL DINNER 399.39 3. PRIEST 150.00 4. GEORGE'S FLOWERS 133.56 5. AUER CREMATION 17156 i B. ADMINISTRATIVE COSTS: I. Personal Representative Commissions: Names)of Personal Representative(s) MARY O. HOFF 14,125.00 Street Address 110 OAK DRIVE City CAMP HILL state PA ZIP 17011 Yearns)Commission Paid: 2, AftomeyFees: IRWIN &McKNIGHT, P.C. 31,000.00 1 Family Exemption:(If decedent's address is not the same as claimant's,attach explanation) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4. Probate Fees: REGISTER OF WILLS 758.50 6 Accountant Fees: 6. Tax RetumPreparerFees: PATRICIA A. ROSENDALE, CPA 375.00 FINAL FIDUCIARY TAX RETURN 7. CUMBERLAND LAW JOURNAL- ESTATE NOTICE 75.00 B. S.W. BARRETT REAL ESTATE-APPRAISAL ON REAL ESTATE 375.00 9. THE SENTINEL-ESTATE NOTICE 200.16 10. LINDEN HALL ANTIQUES-APPRAISAL ON REAL ESTATE 85.00 11. KELLERS LAWN SERVICE-LAWN CARE 636.00 12. KA MULLEINS LANDSCAPE SUPPLY-TANBARK 148.00 13. REGISTER OF WILLS- SHORT CERTIFICATES 35.00 TOTAL(Also enter on Line 9,Recapitulation) $ 63 394.17 If more space is needed,use additional sheets of paper of the same size. Continuation of REV-1500 Inheritance Tax Return Resident Decedent NORMANJ.ORNOORFF 21 13 01219 Decedent's Name Page 2 File Number Schedule H -Funeral Expenses&Administrative Costs -67 ITEM NUMBER DESCRIPTION AMOUNT B. ADMINISTRATIVE COSTS: Personal Representative Commissions: 2• Name(s)of Personal Representative(s) ELIZABETH A. CHEW 14,125.00 Street Address 17 S. HIGH STREET city MECHANICSBURG State PA ZIP 17055 Year(s)Commission Paid: SUBTOTAL SCHEDULE H-131 14,125.00 REV-1512 EX+(12-12) pennsylvania SCHEDULE I DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES& LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER NORMAN J. ORNDORFF 21 13 01219 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. CARLISLE PETROLEUM, INC. - FUEL OIL 974.75 2. CENTURYLINK-TELEPHONE 23.12 3. MIDDLESEX TOWNSHIP MUNICIPAL AUTHORITY-WATER/SEWER 236.25 4. PP&L- ELECTRIC 356.48 5. REPUBLIC SERVICES-TRASH REMOVAL 97.50 6. ADVANCED DISPOSAL-TRASH REMOVAL 80.46 7. FRANK ROBERTO, TAX COLLECTOR- REAL ESTATE TAXES 2,456.58 TOTAL(Also enter on Line 10,Recapitulation) $ 4,225.14 If more space is needed, insert additional sheets of the same size. REV-1513 EX.(01-10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: NORMAN J. ORNDORFF 21 13 01219 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. JOHN A. ORNDORFF Lineal 191,456.97 2727 TIBBETTS-WICK ROAD 1/5TH REMAINDER HUBBARD, OH 44425 2. ELIZABETH A. CHEW Lineal 191,456.97 17 S. HIGH STREET 1/5TH REMAINDER MECHANICSBURG, PA 17055 3. PATRICIA L. NESBIT Lineal 191,456.97 43 WALTON CIRCLE 1/5TH REMAINDER ICKESBURG, PA 17037-9633 4. MARY O. HOFF Lineal 191,456.97 110 OAK DRIVE 1/5TH REMAINDER CAMP HILL, PA 17011 5. YVONNE M. NOWOTARSKI Lineal 191,456.97 193 DECK ROAD 1/5TH REMAINDER WOMELSDORF, PA 19567 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 180F REV-1500 COVER SHEET,AS APPROPRIATE. II. 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 11 -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ If more space is needed,use additional sheets of paper of the same size. e LAST WILL AND TESTAMENT i I, NORMAN I ORNDORFF, of Middlesex Township, Cumberland County, Pennsylvania, being of sound mind, disposing memory and full legal age, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking all Wills and Codicils heretofore made by me. 1. I direct my Co-Executors to pay all of my debts, funeral and administrative expenses as soon as convenient after my decease. Furthermore, I direct that all state, inheritance, succession and other death taxes imposed or payable by reason of my death and interest and penalties thereon with respect to all property composing of my gross estate for death tax purposes, whether or not such property passes under this Will, shall be paid by the Co-Executors from my estate, and that none of the aforesaid taxes shall be prorated among those persons or entities named herein or otherwise beneficiaries hereunder. 2. My Co-Executors may, at their discretion, compromise claims, borrow money, retain property for such length of time as they may deem proper; lease and sell property for such prices, on such terms, at public or private sales, as they may deem proper; and invest estate property and income without restriction to legal investments unless otherwise provided hereunder. 3. I authorize and empower my Co-Executors to sell any realty and/or personalty owned by me at my death and not specifically devised or bequeathed herein, at public or private sale or sales and to give good and sufficient deeds and/or bills of sale therefore, in fee simple, as I could do if living. My Co-Executors are authorized and empowered to engage in any business in which I may be engaged at my death, for such period of time after my death as seems expedient to said Co-Executors. 4. I give, devise and bequeath all of my estate of whatever nature and wherever situate to my five (5) children, JOHN A. ORNDORFF, ELIZABETH A. CHEW, PATRICIA L. NESBIT, MARY O. HOFF and YVONNE M. NOWOTARSKI, share and share alike, the child or children of any deceased child taking the share their parent would have taken if living. 5. I nominate and appoint ELIZABETH A. CHEW and MARY O. HOFF to be the Co-Executors of this my Last Will and Testament. 6. No person(s) shall benefit hereunder unless such beneficiary shall survive me by sixty (60) days. 7. No Co-Executor acting hereunder shall be required to post bond or enter security in this or any other jurisdiction. 8. No beneficiary may assign, anticipate or pledge his, her or its interest in any income or principal held or distributable hereunder, and no beneficiary's creditors may levy, attach or otherwise reach any such interest. 9. If any person entitled to share in any distribution under the terms of this my Last Will and Testament becomes an adverse party in any proceeding to contest the probate of this Last Will and Testament, such person shall forfeit his or her entire interest inherited hereunder and all provisions in favor of such person shall be declared void and of no effect. The share of such 2 person so forfeited shall be distributed as part of the residue pursuant to Paragraph 4. hereof, except that if such person is entitled to share in the said residue, that interest shall be distributed proportionately to the other residuary beneficiaries. 10. I hereby suggest that my personal representative(s) retain the services of Irwin & McKnight, P.C. as attorneys in the settlement of my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 22nd day of February 2013. X' x-L '4(SEAL) NORMAN : ORNDORFF Signed, sealed, published and declared by the above-named Testator as and for his Last Will and Testament, in our presence, who, at his request, in his presence and in the presence of each other have hereunto set our names as subscribi witnesses. 3 ACKNOWLEDGMENT AND AFFIDAVIT WE, NORMAN J. ORNDORFF, KAREN S. NOEL and SHARON L. SCHWALM, the Testator and witnesses respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Last Will and that he had signed willingly, and that he executed it as his free and voluntary act for,the purpose herein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the Will as a witness and that to the best of their knowledge the Testator was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. NO O D F / "Ak& S OEL SHARON L. SCHWALM COMMONWEALTH OF PENNSYLVANIA : : SS: COUNTY OF CUMBERLAND Subscribed, sworn to and acknowledged before me by NORMAN J. ORNDORFF, the Testator herein, and subscribed and sworn to before me by KAREN S. NOEL and SHARON L. SCHWALM, witnesses,this 22nd day of February 2013. N tary Public COMMON H OF PENNSYLVANIA Notarial Seal Roger B.Irwin,Notary Public Carlisle Boro,Cumberland County My Commission Expires Oct.3,2016 MEMBER,GENNSYLVANTA ASSOCrATION OF NOTARIES S.W.Bans! Real Eslate 8 Appraisal Services Fe W 13-0276 APPRAISAL OF •-a LOCATED AT: 20 circle Drive Carllale,PA 170154MS CLIENT: Irwin&McKnight 00 West Pomfret Street Carlisle,PA 17013 AS OF: October 7,2013 BV: Cassandra J.Crockett PA Certlfled Resldm ai Real EetaEe Appraiser S.W.Barrett Real Estate 8 Appraisal Services Fie ao.13.0276 11/06/2013 Irwin&McKnight 60 West Pomfret Street Carlisle,PA 17013 File Number: 13.0276 In accordance with your request,I have appraised the real property at: 24 Circle Drive Carlisle,PA 17015.6605 The purpose of this appraisal is to develop an opinion of the defined value of the subject property,as improved. The property rights appraised are the fee simple interest in the site and improvements. In my opinion,the defined value of the property as of October 7,2013 is: $170,000 One Hundred Seventy Thousand Dollars The attached report contains the description, analysis and supportive data for the conclusions, final opinion of value,descriptive photographs,assignment conditions and appropriate certifications. Respectfully submitted, Cassandra J.CrodlFalt PA Certified Residential Real Estate Appraiser Summary Residential Appraisal Report se No. 13-0275 The Moon of this u nisei report is mpmnde be died with a asdiibe ophJon of the defined value of the mblad pronnygWooajC nd duse o!aeepp,isal. c hra Nameseenaw user irvign s McKrdaht Emafi CFemAddress GOWelollsoMfmaeuVO My Cadisie Stas PA zip 17013 fr"ded users The intended user of this report Is the Client.No acditi nal Intended Users are PormMad siftcut the rmisslon of the sell 6. mantled use The Intended Use is to evaluate the that Is the subject of this apprailssal to prwIde the Clkmt wkh an amossuate and oclameallettouppartesell melphincifyOugs, PMX&AddCew24C4rd6lMV* py Carlisle sea PA 4p 17015411195 Ownw ofPubec Record OmdorR Norman Couray Cumberland Geed Book 22-C•Pow 150•Middlesex Tsvp Assesmr3Parmx 21-17-25824" Tayes,2012 R.E.Taxes 308.00 NOOMMONNOWNWIN CountryClubAwaves Copiukossoc 17.2692 Cwrns Taca118.43 P X SI ovew dpsnme M mmaoh tla ddmlmveal dorseasormsrmofgambeo arthethae damtheeffed"dooftha ream. PMrseefransfer: Da NIA Pdue WA sou s Courthouse retards An*siswpdw see,wbaakres"ofthe sulpstpopm mulememuse aft a } No recent recorded transfers were found. OWngs,oplim end comma as waeeemlw date of the apirexel None known "i -. .NephbbrFZEduier.4Mtlde - "OnilnrcNwada TeeMa ::; OneannNeuNle' Pteenatriidu.e%.... LaCetlpn Fluftn X Subuman I lRural P Vaeas thcreesa Sable DeciiM PRICE 0.CE Ono-ll 70% S OM 76% 2575% UMa S% DematlF S XMBaana Omt 2d Una 0% 5alae I ICs— limewenaTM tader3mda Lxlmffft Cwrb 125 tmv New 0% NagM1SahoodswMeres su edt IS bounded w the rimew by RLS44•on the east by 1-81 500+tolob 100+ coweeada 1S% der•w Um south by Carlisle Pike*and on the west try North Middlesex Road. 240 Pad. 35 War V ant !S% Ndghbodmod DesIVOW Subject prupwly Is lorsted In an tescisameding area of single family humass between Carlisle and Ifiechimicaburn with a mix of residerdlel and commerdal usaga.Shopping and other amenitles are within a short driving diatarce.Sdnai avelawn is Cumberland Valtev DWct mud studems are bused MMWCondifimsendu*VmppmfordeabowmncW=) Pmpeft values are currantly stable In the subject primparWe market area.Local mulU-Uat data Indicates an average markedim time of 90.180 days.Lending rates have remained faviceratite,althouah sales concessions are occurina soma fremawrift There are new homes under construction In suffourellma Owielumments,as well ma avalk0e,in the Omen ions See legal clescriplomitax map AmO.85 Acre MIL sivepe Rectangular +new Resldermal MS rdec 7md Ca etcv n RC zow on Residential Count eaW NwCwtrml Gratlathe U e NOZpnln a tlBm be ado ltlgneaaMbmtussmdxa9yCCtPmOanYmimprtN¢d{wmp�opo54d patAVamM }du!p(esentrtte't Yes No nN0.demtbe. i WI Pabba Meer defcs H auMk Omer demdhe Mlaialm merta— park arlWae 100 amp Warn asset Asphalt None X Aney None Seecommma Thismareersasapparemadveroseseavemoft mfcroachmems or adverse owxhfAora. EXTERIOR WTEmOR Ub Ore WMArcwn msll Kw - rasdwon Wells BlocWA noors Av aoisenies One rd Bacemed pmeismoviss Exadarwags Brl AlumIA Weis D VA Dot An 5-0m1E unb BammemArea 1544 .a Radsu Shin olGd TMJmmsh Wood/A a sad uafaCwat 80900mapa1511 50% Cdema AluminumlAv can rtow TIWAya Ra1ds Cansids MCCMTYPO DW A-G BRIM wNwDet A Year Bugt 1980 Sarinsawnsived Insulated/A-G CATS I INM r—!.b— ft Soren, Yes/A.0— D adCas 2 None H FlA HW RadW Amedes W sa0 Sudm®As ah SM43 O WetOii 40 Pewo NOW 4ofcars 2 sane X GenHelAR aegODeck HOile X amen Enda i waCars 0 H In Other Pod NOne orre Aa Dm an mar n X et oml MievI Was D t -,,,else mdecmaina: Mtn 3Bod 2Bahs 1744 Feaw6mss rre Abwawade Roofl last re asemant vA curl Inarlsied•Nil m ;caili far f Wind MM In Iower level•endosed aluminum fend proveme Im ents am In ave ndition ave been wall maintained althou h not rece up-dated. smcemte.n>�®.wan..at.wimn m wamam �°a ax�eMO���aef�ta = AV. rata arww�uonaeu Summary Residential Appraisal Report Pte No. 13-0276 FEATURE SUBJECT COMPARABLE SALE N0.1 I COMPARABLE SALE N0.2 COMPARABLE SALE N0.3 24 Circle Drive 25 Circle Drive 9 Circle Drive 22 Chestnut Drive Address Carlisle,Pa 17015 Carlisle Pa 1701$ Carlisle Pa 17015 Carlisle Pa 17015 ProoderbarSublect I 0.09 miles NE 10.16 miles S 12.99 miles S Ede Pace f E 200.0001 s 204,0001 E 159 000 Sale PdmGmaLlv.Ama E 0.00 .fL f 115.47 .R S 106.25 .rt E 128.19 .R Dam s Multi-list. I Multl4lst MuRI-list Ve dbWon Sou s - Courthouse Records Courthouse Records Courthouse Records VALUE ADNSTMENTS DESCRIPTION DESMPTIOId i OESCRIPDON s OEsCRIPTWN I -s Sam or Rnamdg ClsgCsis/Cash -2,000 ClsgCstrdConv -6,000 None,FHA Conreason DOM 242 DOM 174 DOM 273 Dme atsawThe " W2013 1PA12 1/2013 Wcadon Suburban Suburban Suburban Suburban Leaseholdlcee a Fee Simple Fee Simple Fee Simple Fee Sim le Ste LotfA vi:i 1.851 1.24 ac A000 1.15 ac; -3,000 1.01 ac -2,000 YteN Residential Residential Residential Residential Des n s Ranch Ranch Ranch Ranch otConsmrcWan i Averame Avenues Averse Average Actealift 153 Yhe 49 Yrs 52 YM 35 Yrs Congdon I Average Su or -15.000 Su riot -15,000 Avere bove A Grade rum a ems Told rcs a rte aft Tatl aj sea Room Coum 5 1 3 1 2 Gj 3 F 2 5 1 3 1 2.1 -2000 8 1 3 1 2 C+as alea40.00 1,744 w.R 1,732 So.R 0 1,920 Se.rt -7000 1.260=R 19,400 aftevem&Rushed Full Bsmtl Full Bsmti Full BsmV Full Saint/ Rooms BemNGrade Roe RmIH.Bath Ree.RmIFP 0 Rec RmIFP 0 Fam.RmIFP 0 FLrmWaml U6' Averalie Average Averame Averme NLSdn ri OFHAICA HPICA HP/CA HP/CA Elgdenl ems Typical I Twical Typical Typical on 2 Car Garage 4 Car Gars es -1 000 2 Car Garage, 0 Garage" PorchReWaDed Encisd.Porchl Endsd.Pomhl PurchlDeCkl 0 ShdNMmh Fne Sheds 0 FPIS 0 Nm ullmem + Ix 1- s 33 000 1X I- f 35 000 Adjusted Sale Price NM A4. -18.5% NVA4. -17.2% Nal Adl. 10.3% of s Gm 16.5% 187 000 Glos 4.1% f 175MO SwerarrofSalesCompartsonAppeach All ccen rables she similar In style,utility,and location to the subject property,are verified dosed sales she within the same township/school district,and are the best currently available.lJmned sales of homes In subjeces value range have recently occurred requiring an expanded search.Surplus site adjustment was taken at 10 000/sere.Sales 01&2 had some recent namadelkwOup-dating completed. Ad usbed range of value Is$167,000 to$175,000. 'COSTAVPROACHTOVMUE . site value Cedmems Site value from"mard assessment date and recent local land sales. ESDMAMD REPROOUCn M REPLACEMENTCOSTNBN OPWMO SrrEVALUE........................................=f 6$000 Swi¢mwetdma Deed S.R S .............=f ud' M1am mmcenire EBective gem dfmmdem .R@$ ............=a Congress on COS Approach fargre Ung mss celMefdre depredation,em. Cost Approach from Marshall/Swift Valuation Service GaMg&fCaMDft Sq.Ft @ E ............=$ handbook and local cost analysis]save considered but Told EsWmme of=4err ............=$ deamod not credible due to the age of the Imprevemems. Less PhVSkW A.W re l E ueeal Site value from Market Data.Depreciation based on Ife m®Iien =s Observed condition and Market Data Analysis.Estimated DepredaladCostofloeira,erearde................................=S remaining Economic Life is 35-00 years. 'As+rVameoiSiel mvemeare................................=S INDICATED VALUE BY COSTAPPROACH...................... = 0 a xecaEAPPROACHndvaWE EsserstradMorwhreMarlatftetli 0.00 XGmss Rent 0.00 =$ 0 Mdcated Value Inwme SMMWY m en>rne Approach(imluring suppml rte meam rent and GRM) IMlemd value , seercanpeafterAppraftes170,000 Com *,ah deoel s0 IneomeA reasN devel f0 Markel Analysis consistently supports my opleilen of market value.Cost Approach and GRM ware found livessmoadriate for this analysis.Greatest vreigm is adeddled to the Market Data Analysis.Supporting file Information substantiates these estimates. Thaapvmkd is made hs$: svbPmmcanpeson pm Pmre eM Spedhcaddnsontlm bass ofd hypdheWCd certldan mmtlm impreamems have been mmpieed, ❑subjemmtlie Mloxvm r¢Iwinmallnedore an me badsota hypometicel conmdon mmme mpdnmeltemibna hove been mmPtemd ❑sblsctm dm fdkmfeg: Bneeda etits smileatwork,sesumPUms,Ihninrgconditionand spprameraaertlikmbn,my(ou0apmbnofthe dellned valueoftiro real Propttq mclad+eaugmormle repel of 170.000 .aor 10/07/2013 ,wareH letlmeneeWmamortaiaspprWaN. �� nrcJnwm.uv PeeFYl�r/duyer.[SMROwlei,mmn nebmCMMra'ffivmYIO QRbitlW d,Fe5,�4ge.MprY�alRmN6 nlp�2d4 ftNrun®Amdfla�mm� S.W.Barrett Real Estate&Appraisal Services Summary Residential Appraisal Report FRO No. 13-0276 Scope of Wotl(,AssumpNonsand Limmng Conditions Scapa ofwork is defined in tlro Undarn Standmda of PAymssbMlAppmbd Aaaeema drotypeandmean a nxeereh andanNaesmen esaignnimc"in dtai amPeafnmk Is sMPh whatllroappabaedone eb mteoeudrg drecoumcaaemgnment aacmdea,butb nor omAed to dmmoerst W vMfch depropaly b baidfed and inspected,t etypeaneemmnofdmnsaaeead,tlroppe ardeaaast aanaysessppeee a arrive m opbbns a canabahans. 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L TheappNsn esmmesmresyaeBBhbrremn aaleotlrmmeaM I-ftpapnyepasised w Nesrcmn.nadcestheppretarratlaaryesinai ssbdeaOe.wNNb a99nm1bbepaendnadamde.TM pmpeiybeppdSeE estlugh antler respmmmmoeanJ 7.Any dame In Ills mien may saaeppmmrme dknesdom and Is' I ody b aadp Ile Cant In viamRmno de as".The appreba Imamisle no mineya Ile pmpey. 3.The appehe,is=epnin:sm pNe mammiha ammb pun bemiae aM4g aotlemeeppaalagh rebeae m de pvopenybyicsoatarks wMftgm era;M.e been pabudy made Mum. a. fim al,romh PmtamemnanneM4epon be umd t, radar s=byaJUdsgandudM es and note yvumsobernha dbappaha.pmlesdkbecw M y, ode Pop with which Ile,08M 6co pjbk mWo be land trmypmpssmbym0aabare decoand aNabrandedimamm mendedb IlAS repm,nor Sian Aheaaaeled by anyone m ere pwf c eamoh aesddnp,pu06c mledma,rewa sobs,a adyr mede..Nyie ore pmts mrsem a sa eppeda. 5.ThedW3lMWilnmdstlnsemeamenmamb epprettm mp wdmmgWWbytMlm ebwamspedhedh Ile Udtrmstandmdsolftlesdpim Aipietal Piecie. 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TNsappiabd re poddbmatbemedmdabm Me lM Wde pmpayaekrdae9mdy pieRn nm old*M Then&mbbMmdandenmuApedmmpbypm5ktl eMer6 bhnimardiskle ama9ofaaan dnopatleantlis medmmemditophkaavabemeybeefitmtl. Unessadmwma We meoppnI essrmnesdromnpraronbdayemmemmdrombleaproperly Mprommesd(s)erefund mitdlysaurd and In wad3toader. AMNeahgaldepmpeiybydeeMabeiaras MkedmreWiydearebiee Umess Oft1w Mind.asYsmb pad aps:eereasere Maatsed.The appelm db atmme imtlame,kar MM&P or omm Item that may res bld Ilse viadrg a me popery. p.Apaiimb hoddnphypomedcd andkrmrebedm ccrosan of aea mtnxd n,mpola w ift aft em baseda me ssue Vila dm sahmnpban,demdon a mpdmwa boeonpetnd W,bn . 10.Wks;deh@rMd moltNspgrebaspedfic*16mes hoe disc yhm coemoe.dlssipielzel slnM nh be aNb arh pmpmes neyfo&Cb a Repkaimm ap hoses sml b Ile cost aawash we br vduadon arpozsady,pen Ilehanded useofTeaslgm The De6d5aof Valueaedinftasdpmam[swk* mheaatsam Ashtedefinib dhyaaae Vehetrplopayhmamm mttepea®. IL The ACRGeneralRapma ApprasalRepW(GPAR")Is na brmnded ferusebOwasc w dWrequlreaF net 1004lReddle a Mfam, also lotawn es de 1lnimrnr Rteskbniai APprabel Repat oMAM AddlUmsd Conmaab Reftivd To ScopeWVh k.Asaumpdmmandbh "Caardhlmm reem+snsewAmnrameme® mrmwemEmonoassamarrrwmwwais.s Pmeaoa kPAA')rawagro®Naaa ®mu .� C'n�.w WY.n4fwaAa e]�o Summary Residential Appraisal Report Re Ift 13-0276 Appraiser's Certification TTaaPPrRber(s)cesdDes IIW,mmefurofineappndso bmvrkaeeantiamer: 1.Th9aaafmrmafW=ftk haft Mponameeafld r 2 Th In MWdaraNraa.Mda w4camusl MeeIdE dadybydarepano ammg6aneb LT&QmMdmwoentieoppraimI Pnsaa6 hnpFftI,ISM,Elau6 pmlesslarol RrAh ,aph*ftandarfardons S.Wien.ahafwaa satV.dre sA7ml¢rlasroprearaapro5yectre Efines NtlepoperhamkemsEkdNMamponadmsmpeeaml hot wM mgeamere pedes Eneied. a.TloepprW=tmsro ElmwlbmWaothepmpandoisd*%M aofM:pmwodeperksbvd� oftaalp� S.The appehehefq gd lnthb at9Wmmavaa mtmnAgml l derebpFgarepaaq pedeor.ft r ft 6.TEeappmaaSamaemman brampoa0dfaasV— ISasama4em/mandredeekpmentarepo*gaspedemmhedwhew Eoes6on Invakmdw sasae®oreof dfaaAdeanmaofdevdueoRl m,daamhunerd ofasaptlead rasa,adaomomaofeaW q=Itmndhmy mead mdahfarced me a des eppa%w. 7.The Appasafa aaysm ophio, a.zktsb rem detdoped,ISM M mpoa las ERn pePafed.h admdhwib da Udmm sIwa d of P.ukssoml Apprelsaf Pradw. B.Urea a&ffMw amd.nor eppetse ms oedeepermnd Enyecdon olds pmperhaehtle stpedadb fepo2 S.UrW-mad Oebn,ro me poNded SI~and PIG"Wpabd asIft n o ft appreisa sipmO lEbaNOmdon.SlWiamm and PaperyappraI asg p,O, dby. Addf IwWCerditu : Defindmol Value: 0111w VaNa ❑COw Vaala: Saga of oeiddon:USPAP The most probable price In terns of money which a property should bring In a competitive and open market under all condWms requisite to a fair sale,the buyer and Seller,each acting prudently,knowledgeably and assuming the price is not affected by undue sUmulus. ADDRESS IM THE PROPERTY APPRAISED: 24 Circle Drive Carlisle,PA 17015J189S ERECrIVE DATEOFTHE APPRAf6AL 10107*013 APPRAlSEDVAWEOFTHESUSACr PROPEmY S 170,000 APPRAISER SUPERVfsoRVAPPPtArsfa Y _ i Somme: UR _ t me I i..r/�: s9mNm: •-, a.t Na : Cassandra J.Crockett / New: Steven W.Barrett,SRA.SRPA Saaeemadma RLOO1348L Slee Cedkdono GA000298L au,em it aldarrxa WOOM(aesabp): Stoma: Sam: PA Stec:PA Er Inft DaeoICeA6mfcna Uame: OS/3 M15 Ephlon aealoerdladonauarm: OW3012015 DM al Slgm : 11108/2013 aaaasiWepaeed Report 11106/2013 OffiaPrtpah VmdfO: DeeofPmpeMvwft; 10=12013 , °piprppey y; I]�ambmie roa�mna ❑Ewa Onh ❑aampmwmoywn Uaaaw erd E�aMr ❑F�adaw DM' ®dd mpersomly Nav cvt rAaeawaea sa.aaaaam.�.a.e® raYV aarapoi'Rau aPalYamaY,aeAnrcalgn vp4dr . a>'+...m..m.,..:w &W.Baran Reel Estate d Appraisal Services �� � Summary USPAPADDENDUM Re No. 1"276 Borrower:Norman J ORNDORFF PropeMAddress:24 Circle On" W. Carlisle County: Cumberland Slate: PA Zip Code: 170184880 Lender. Irwin&McKnlAht Reasonable Exposure Time My opinion of a reasonable eVosure time for the subject property at the marlret value stared N Otis report is:80.180 days. Additional Certifications QI have performed NO services,as en appraiser or in any other capadty,regardMg the property that is the subject of this report wNdn ft three-year period hnmedia[ely preceding acceptance of this assl8rlmem 0I HAVE perlormed services,as an appraiser or in anoftr capacity,regarding the property that's the subject of this report wi0thf the Ovee-year Period hmredfately preceding acceptance of this assignmem.Theo services are desa@ed in the comments below. Additional Comments APPRAISER: SUPERVISORY APPRAISER(oray it required): SipnaWre: SignaMe: Name: Cassandra J.Crocker •/ Nom; Steven W.Barrett,SRA SRPA Dare Slgned: 11/0612013 — Da@Skped: 11M6=13 State CeMouton k: RLOO1348L Sate CeNacadon a: GAM298L or Stare license#: or State License P. or Other(describe): Sate A: Sate: PA Stare: PA Watlon Dare of Cerdfication or License: 0 6/3012018 Ergrtation Date of Certification or license: 08I3012078 Su ervhory Appraiser inspection of subject Pr EaecM Date of Appraisal;Oembor 7.2013 Did Not O odenor only from street LJ Imerbf arM E>Derlof •m�awera�marrm.�ewm uawyemu�r rya sn���aa�r Fipahmgh,Penn.i}"-1 NM.Y01t wv�VA 13ost'an;'MsssicLnsetLs tniblin,lopl M rudenLedlm•EStars:coin F'ede'rated® November 22,2013 Law Offices NOV 2 5 7.1113 Irwin&McKnight PC Attu Roger B Irwin 4Plit:8. scN:NiG4: 60 West Pomfret St I Jpi ii;.c Carlisle PA 17013-3222 Reference: 00632053 Norman J Omdorff Dear Mr. Irwin: Thank you for contacting Federated. We welcome the opportunity to assist you. On October 7,2013,the value of the Federated Municipal Securities fund,account number XXX1938,was $57,933.73,based on 5,770.292 shares at the net asset value of$10.04 per share on that date. The legal representative(s)of Norman J. Omdorff s estate may transfer or redeem shares of the referenced account by using the enclosed Change of Ownership or Redemption by Mail form. Each form specifies all the information Federated requires to process the transaction. The form must be signed by the legal representative(s) of the decedent's estate, including capacity(e.g.,Mildred Thompson,Executrix),and bear an original Medallion Guarantee; see the forms for details. A Medallion Guarantee is a widely accepted way to protect shareholders and the Fund by verifying the signature of those signing the request. A Medallion Guarantee Stamp may be obtained from an eligible guarantor of the Medallion Guarantee Program,which includes commercial banks,trust companies, savings associations and credit unions,as defined by the Federal Deposit Insurance Act. Also included are member firms of a domestic stock exchange. Non bar-coded guarantees or stamps from a Notary Public are not acceptable. For those signing in a capacity other than the account owner,a capacity must be indicated beside or beneath the signature. Prior to signing,contact the guarantor to determine what documentation is needed and confirm the guarantor will insure the amount of the transaction. Please return the form that meets your needs with: • A copy of the Order of Appointment,if the account will be registered to the decedent's estate. When an Account Transfers or Changes Ownership Federated will close the present account and transfer all shares to a new one. The new owner will receive a statement that confirms the change and provides the new full account number. The full account number must be referenced on any investment checks,additional investment forms, or correspondence. 9800 Fredericksburg Road San Antonio,Texas 78288 USAA® EST OF NORMAN J ORNDORFF November 27, 2013 C/O MARY O HOFF 110 OAK DR CAMP HILL PA 17011-8332 Dear Mrs. Hoff: USAA is committed to providing excellent service to its members. As you requested, I am providing the following information for the accounts of the late Norman J Orndorff. Account Registration: NORMAN J ORNDORFF USAA #: 19 17 89 Account # ending in Fund Name 9950 Growth and Tax Strategy Fund 2130 Tax Exempt Long-Term Fund The account values on October 7, 2013 were: Account # Share Accrued Account ending in Shares Price Dividends Value 9950 4,153.157 $15.42 NA* $64,041.68 2130 4,767.258 $13.10 $50.47 $62,501.55 Total Value $126,543.23 *Fund does not accrue daily dividends. If you have questions, please call a USAA member service representative at 1-800-531-USAA (8722). Thank you, USAA Shareholder Account Services 19 17 89-49216-19544-DM02350-SAS.SAS45 58126-0713 Deutsche Asset Kansas C City & Wealth Management 11 AV Kansas City MO 64121-9151 March 8, 2014 Law Offices Irwin & McKnight PC Attn Roger B Irwin West Pomfret Professional Building 60 W Pomfret St Carlisle PA 17013-3222 Inquiry#: . 21149607 Fund: Multiple Funds-Class S Account#: JCCCCM1814 Registration: Norman J Omdorff -Dear Mr. Irwin: Thank you for responding to our previous correspondence. This account is the only account held by Norman J. Omdorff with Deutsche Asset& Wealth Management. The account was established as of April 24, 1996 and it is registered solely to Norman J. Omdorff with no beneficiaries. Please note,there was no change of ownership or registration within one year prior to the passing of Norman J. Omdorff. Balance of Account Below I have provided the number of shares, share prices, and dollar values of the funds in this account as of October 7,2013. Fund Name Class S Number of Shares Share Price Dollar Value DWS Strategic High Yield 1,627.623 $11.91 $19,384.99 Tax Free Fund DWS Managed Municipal 2,562.661 $8.88 $22,756.43 Bond Fund Please note that the fund that Norman J. Omdorff is currently invested in does not have an interest rate, but rather a yield. Yield is the rate at which an investment pays out interest or dividend income. The yield is expressed in percentage terms and calculated by dividing the amount paid by the price of the security and annualizing the results. As of October 7, 2013 the accrued dividends for the DWS Strategic High Yield Tax Free Fund was $35.38 and $35.19 for the DWS Strategic High Yield Tax Free Fund for this account. r .. S: l Transfer to a New Registration To transfer the account to a new registration, we require the following documentation: • A Medallion Signature Guaranteed Change of Account Ownership form signed in capacity by Elizabeth A. Chew and Mary O. Hoff as the named Executors for the Estate of Norman J. Omdorff. Steps 1, 3, and 8 will need to be completed for us to process the transfer request; other steps of the form provide options available to shareholders, but are not required for completion of the transfer. Please note the signature requirements in Step 8 on the form. _� If the account is to be transferred to an Estate registration and not redeemed,please also submit the following documentation: • A certified copy of the Short Certificate for the Estate of Norman J. Omdorff. To be properly certified,the copy must bear an original seal or stamp by the court of the appropriate jurisdiction and be dated within 60 days from the receipt of the request in good order. Deutsche Asset& Wealth Management considers the document we received to be in good order until March 28, 2014. Redeeming from an Existing Account To redeem from the existing account without first transferring to a new account, we require the following documentation: • A Medallion Signature Guaranteed letter of instruction signed in capacity by Elizabeth A. Chew and Mary O. Hoff as the named Executors for the Estate of Norman J. Omdorff indicating how to make the redemption check payable and mailing instructions. Please provide the date of death in the letter of instruction. The redemption will be reported under Norman J. Omdorff Social Security Number. What is a Medallion Signature Guarantee? A Medallion Signature Guarantee is a widely accepted way to protect shareholders and the fund from unauthorized activity by verifying the signatures of those signing the request. A Medallion Signature Guarantee is a financial institution's endorsement certifying that a signature is genuine and legally binding. A Medallion Signature Guarantee can be issued by a bank, savings and loan, trust company, credit union,broker/dealer, or any member or participant of an approved Medallion Signature Guarantee program. Non-bar coded guarantees or stamps from a notary public are not acceptable. For those signing in a capacity other than the account owner, a capacity must be indicated beside or beneath the signature. Prior to signing, contact the guarantor to determine what documentation is needed and confirm the guarantor will insure the amount of the transaction. Once the guarantor has reviewed the request,verified each signer's identity and authority to act on the account presented to them,they will affix a Medallion Signature Guarantee stamp to the documentation. We must receive an original stamp. If more than one signature is required, we will need separate stamps for each signature. If obtaining a non-Medallion Signature Guarantee, please contact us at the telephone number provided at the end of this letter. We may require additional documentation to complete the request. Mailing Instructions Please submit the required documentation,along with the enclosed bar coded Return Form,in the enclosed postage-paid envelope. Contact Us If you have any questions,please contact one'of our Shareholder Services representatives at(800} 728-3337. A representative will gladly assist you Monday through Friday between the hours of 7:00 a.m. and 7:00 p.m. Central Time. Sincerely, Nicole Bergstrom Mutual Fund Representative DWS Investments Distributors, Inc. ("DWS Investments")now operates under the Deutsche Asset&Wealth Management brand. This new brand identity combines the asset and wealth management capabilities of Deutsche Bank in a single division. Enclosure(s): Change of Account Ownership Return Form Postage-Paid Envelope Citizens One Citizens Drive ' ROP 112 Riverside, RI 02915 RECSYE® DEC 14 2LI13 December 9, 2013 ANN$JWCKNIGHI CAW OFFICES Law Offices Irwin & McKnight PC Attn Roger B Irwin West Pomfret Professional Building 60 West Pomfret St Carlisle PA 17013-3222 Estate of NORMAN ORNDORFF Date of Death: Oct 07, 2013 SSN: 189-07-2982 Dear Sir/Madam: In accordance with your request, the attached information sheet has been provided in the above decedents name as of his/her date of death. As per your request,none of the decedent's accounts closed within one year prior to date of death and there were no title changes within one year prior to date of death. For any other inquiries, please call 1- 877-579-2667. Sincer Ba ger Decedent Ac Processing REF#: 619192 Citizens M Account Number 6234004990 Account Title NORMAN J ORNDORFF Date Opened 1/18/2012 Account Type Checking Principal Balance as of DOD $70647.11 Interest from Last Posting to DOD $1.57 Account Balance as of DOD $70648.68 YTD Interest to DOD $2.28 t C olz Bank - Account Number 6100731685 Account Title NORMAN J ORNDORFF/MARY 0 HOFF Date Opened 6/6/1966 Account Type Checking Principal Balance as of DOD $19823.59 Interest from Last Posting to DOD $ .37 Account Balance as of DOD $19823.96 YTD Interest to DOD $2.28 St MEMBERS 19 EEDERALCREDIT UNION REGULAR SAVINGS ACCOUNT: �{ � � Account Number/Suffix 169827-00 r, Date Account Established 08/05/1997 "d✓ 4��, ;°;'. ,.r. Principal Balance at Date of Death $31.04 Accrued Interest to Date of Death $0.00 Total Principal and Accrued Interest $31.04 Total interest 01/01/2013— 10/07/2013 $0.00 Name of Joint Owner None CERTIFICATE OF DEPOSIT: Account Number/Suffix 169827-40 169827-41 Date Account Established 10/06/2006 04/02/2009 Principal Balance at Date of Death $107,123.82 $40,478.63 Accrued Interest to Date of Death $37.51 $6.99 Total Principal and Accrued Interest $107,161.33 $40,485.62 Total interest 01/01/2013— 10/07/2013 $1,729.11 $323.50 Name of Joint Owner None None CERTIFICATE OF DEPOSIT: Account Number/Suffix 169827-42 169827-46 Date Account Established 12118/2009 10/11/2002 Principal Balance at Date of Death $25,990.74 $16,107.75 Accrued Interest to Date of Death $10.55 $3.95 Total Principal and Accrued Interest $26,001.29 $16,111.70 Total interest 01/01/2013— 10/0712013 $485.83 $182.36 Name of Joint Owner None None M`,`'EEEM..-M/BERS 1sT FEDERAL CREDIT UNION ke 6A h Lending Insurance Support Specialist November 20, 2013 Estate of: NORMAN J ORNDORR Date of Death: 10/07/2013 Social Security Number: 189-07-2982 5000 Louise Drive • P.O. Box 40 • Mechanicsburg,Pennsylvania 17055 • (800) 283-2328 • www.memberslst.org St MEMBERS 1" FEDERALCREDrr UMON CERTIFICATE OF DEPOSIT: Account Number/Suffix 169827-49 169827-50 Date Account Established 10/15/2004 10/15/2004 Principal Balance at Date of Death $22,304.02 $14,470.21 Accrued Interest to Date of Death $4.21 $4.26 Total Principal and Accrued Interest $22,308.23 $14,474.47 Total interest 01/01/2013— 10/07/2013 $195.14 $196.56 Name of Joint Owner None None CERTIFICATE OF DEPOSIT: Account Number/Suffix 169827-51 169827-52 Date Account Established 04/13/2006 04/24/2006 Principal Balance at Date of Death $23,149.61 $8,508.52 Accrued Interest to Date of Death $8.49 $2.98 Total Principal and Accrued Interest $23,158.10 $8,511.50 Total interest 01/01/2013— 10/07/2013 $391.06 $137.35 Name of Joint Owner None None MEMBERS 1sT FEDERAL CREDIT UNION Tessa L Klugh Lending Insurance Support Specialist November 20, 2013 Estate of: NORMAN J ORNDORR Date of Death: 10107/2013 Social Security Number: 189-07-2982 5000 Louise Drive • P.O. Box 40 • Mechanicsburg,Pennsylvania 17055 • (800) 283-2328 • www.memberslst.org PSEW 11,27,2013 i Irwin& McKnight, PC rt E� At 0 Roger B. Irwin,Attorney 60 W. Pomfret St. DEC 0 4 2013 Carlisle,PA 17013-3222 WHH&MCKNIGH R APJ OFFICES ,1 Re: NORMAN J ORNDORFF, Deceased. PSECU Reference# 8474052444504 Dear Attorney Irwin: The above referenced person has an account with PSECU which was opened on October 7, 1985. The Share accounts were individually held by NORMAN J ORNDORFF. The following are the Date of Death Balances for NORMAN J ORNDORFF's account with PSECU: Account Date of Death Balances Interest—October 1-7 Shares: (S1) Savings $468.78 $0.01 (S7)Money Market $7,743.53 $0.30 (S50)Certificate $24,681.90 $6.58 (S51)Certificate $8,127.64 $2.17 (S52)Certificate $14,255.44 $6.10 (S53)Certificate $15,868.16 $4.23 (S55)Certificate $17,165.37 $4.58 (S57)Certificate $8,424.33 $1.92 (S58)Certificate $8,464.47 $1.46 If you have any questions,please contact our department toll-free at(800) 237-7328,press 6, extension 3120 or email accountservices(@psecu.com. Sincerely, J� ySandy Fa ey Member Service Representative PSECU Pennsylvania State Employees Credit Union 1 Credit Union Place, P.O. Box 67013, Harrisburg, PA 17106-7013 • 800.237.7328 • >>psecu.com THIS CREDIT UNION IS FEDERALLY INSURED BY THE NATIONAL CREDIT UNION ADMINISTRATION.EQUAL OPPORTUNITY LENDER. LINDEN HALL ANTIQUES 211 N.OLD STONEHOUSE ROAD CARLISLE, PA 17015 717-2494918 To: Douglas G.Miller, Esquire 60 West Pomfret Street Carlisle, PA 17013 From: William G. Rowe,Appraiser 211 N.Old Stonehouse Road Carlisle, PA 17015 Re: Personal Property Appraisal Estate of Norman J. Omdorff Date: February 14,2014 The values of the following items are based on the present market in Central Pennsylvania: KITCHEN Collection of glassware $15.00 Brass candlesticks $30.00 Carnival glass $65.00 Dishes $20.00 Heater $10.00 T.V.-no value $0.00 Stool $5.00 Table!chairs $50.00 Small appliances $10.00 Stand $5.00 Housewares $20.00 DINING ROOM Desk/chair $30.00 Dining room set $350.00 Silverware/silver plate $50.00 Candlesticks $20.00 Kitchen wares $10.00 Vases/pitcher $10.00 Electronics $15.00 -14-ousew—ares $10.00 LIVING ROOM Sofa-no value $0.00 Upholstered chairs(4)-no value $0.00 Coffee table/stands!lamps $60.00 Sweepers $10.00 Stand, round $15.00 Knick knacks $10.00 Lenox figurines $70.00 BEDROOM#1 Bedroom set $250.00 Stool $5.00 Wicker bookcase $10.00 Orndorff Appraisal 1 02/14/2014 BEDROOM#2 Lamp/stand $10.00 Planters(2) $20.00 Prints $20.00 HALLWAY Stand/mirror $35.00 BASEMENT . Sofa set(bamboo style) $125.00 Lamps $5.00 Oak chairs(5) $75.00 STORAGE SHED Miscellaneous tools $15.00 Ladder $30.00 PORCH Household $15.00 GARAGE Cart $35.00 Garden tools $20.00 Hand tools $20.00 Cart $10.00 Electric tools $15.00 TOTAL $1,605.00 William G. Rowe Orndorff Appraisal 2 02114/2014 November 25,2013 John A.Omdorff 2727 Tibbetts Wick Rd Hubbard ON 44425-2714 Ph: 330.568-7304 re: Estate of Norman J.Omdorff Dear John, Outlined below are Item(s)you have purchased from the Estate of Norman J.Omdorff and the price associated with each Rem. Please indicate your acceptance of this by signing your name where Indicated below. You are responsible for removal and pickup of the items listed below from the Property at 24 Circle Drive unless noted otherwise below. All items must be removed from the premises by Sunday,December 22,2013. All Items are sold as-Is and no representation is made as to authenticity or guarantee. Any resulting taxes are your responsibility. �jl( Item/Description Cost: 1 2008 Ford Focus SEE Coupe-2 door,Red $ 10,000.00 VIN:IFAHP33N58W 231515 Title#:66235764901 Odometer reading. 10,500 Please note,no money will exchange hands. The total amount will be deducted from your portion of the estate distribution. If you have any questions,please contact either Ubby or me at your earliest convenience. Signed paperwork should be retuned to Mary Hoff,110 Oak Drive,Camp Hill PA 17011. Sincerely, ��A® Elizabeth AOChew,Co-Executrix Mary 0.Hoff,Co-Executrix I hereby acknowledge receipt of title,which Is properly assigned to me and delivery of vehide describe above. Read U erst and Ageed to: 1!71 n A.Omdarff Date xc Roger Irwin,Esq.,Irwin&McKnight MARK L JAGO Kor Field Agent P.O.Box 1221 CARLISLE,PA 17013-1221 Phone/Fax: (717)701-8007 KNIGHTS OF COLUMBUS E-mail: markjago®kofc.org MAKING A DIFFERENCE FOR LIFE November 1,2013 Knights of Columbus Attn: Death Claims Department, 15h Floor 1 Columbus Plaza New Haven, CT 06507-0901 RE: Policies 0100Y07146 and 010245697 Norman J. Orndorff (Council 04057) Enclosed are the documents required to process the claim of Mary O Hoff for herself and her siblings,the designated contblgent beneficiaries of the above referenced Certificates and children of the insured. The Primary Beneficiary,Mrs.Leone S. Orndorff, pre-deceased her husband in 2001. Mrs. Hoff has requested a lump sum distribution of her benefits. The other beneficiaries will be submitting their W-9 under separate cover. The claimants will reference the above captioned polices so that the enclosed Certificate of Death can be applied toward their claims. Thank you for your assistance in this matter. Sincerely, Mark Jago Field Agent Encl: 261-1 Claimant's Statement Certificate of Death,Norman J. Orndorff W-9, Mary O. Hoff Annuity Contract Number 010245697 7Jf 4o 77, d`} Life Insurance Contract 0100Y07146 CC: Mary. O. Hoff Roger Irwin,Esq., Attorney for the Estate of Norman J. Orndorff =n n a N �� O O z .,y y L °o m „m a D m O O _N A� Sx �a O n P. rn 11 0 ro -4 re r�a a m rr m (D rt z P) r Fh u, a ss 'n N v r 3 Y r• m ro o s FG 9 m ro a F t a H' r• -:: x rt cn x w \0 , 4 Co ;a i ESTATE OF NORMAN J.ORNDORFF Estate expenses paid by Mary Hoff Date Amount Payee Purpose Covereae Dates/Comments 10117/2014 399.39 Middlesex Diner Funeral Dinner USAA CC E3 9 9 3 Subim tl o wye s rom $ 12Q/13re m_ us_emem , 10/17/2013 $150.00 Priest for funeral service Funeral 10/16!2013 $133.56 Georges Flowers Funeral USAA CC 1202013 $173.56 Auer Cremation Obituary #2639 1/1412014 $575.85 Carlisle Petroleum Inc. Fuel Oil #1180 3124/2014 $398.90 Carlisle Petroleum Inc. Fuel Oil charge _12!10/2013 $23.12 Century Link Phone online 1113/2014 $78.75 Middlesex Township Municipal Authority Water&Sewer #1179 10/1-12/31/13 4/512014 $78.75 Middlesex Township Municipal Authority Water&Sewer '- #1188 1/1-3/31/14 7/1112014 _ $78.75 Middlesex Township Municipal Authority Water&Sewer #1198 4/1.6/30/14 10/15/2013 $49.20 PPL Electric online 11/1320/13 $27.75 PPL Electric onlne 12/22/2013 $27.13 PPL Electric online 1/13/2014 $28.48 PPL Electric - online 2113/2014 $30.54 PPL Electric online 3!17/2014 $29.71 PPL Electric online 4/142014 $27.87 PPL Electric online 5/152014 $25.89 PPL Electric online 6/13/2014 $39.14 PPL Electric online 7/15/2014 $70.78 PPL Electric online 1/4/2014 $97.50 Republic Services Trash online 10/1/13-3130/14 6/13/2014 $40.23 Advanced Disposal Trash online-CC 4/1.6/30 _7/282014 $40.23 Advanced Disposal Trash online-CC 7/1-9/30 3/182014 $724.00 Frank Roberto,Tax Collector taxes #1184 7/122014 $1,732.58 Frank Roberto,Tax Collector School Dist/Real Estate tax #1201 5/32014 $42.40 Kellers Lawn Service Lawn mowing #1191 April 6(52014 $212.00 Kellers Lawn Service Lawn mowing #1195 May 7112014 $169.60 Kellers Lawn Service lawn mowing #1197 June a/102014 $212.00 Kellers Lawn Service Lawn mowing #1203 Jury 5/162014 $148.00 KA Mullen Landscape Supply Tanbark #2639