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Home My WebLink About01-0261 Cumberland County Isabel S. Shank PETITION FOR GRANT OF LETTERS Estate of Isabel S. Shank No. 21-01-261 also known as , Deceased Social Security No. 180106855 David W. Martin Petitioner(s), who is/are 18 years of age or older, apply)ies) for: (COMPLETE "A" OR "8" 8ELOW:) G] A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut or Decedent, dated 12/5/99 and codicil(s) dated named in the Last Will of the State relevant circumstances, e.g., renunciation, death of executor, etc Except as follows, Decedent did not marry, was not divorced and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incapacitated: o B. Grant of Letters of Administration (c.t.a., d.b.n.c.t.a.: pendente lite, durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse (if any) and heirs: I Name Relationship Residence I (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or principal residence at 206 E. Surd Street, Shi ensbur, PA Decedent, then 90 Decedent at death owned property with estimated values as follows: (if domiciled in PA All personal property......................................... $ (if not domiciled in PA Personal property in Pennsylvania .................... $ (if not domiciled in PA Personal property in County.............................. $ Value of real estate in Pennsylvania ........................................................................................ $ T ota I ..................................................................................................................... $ J CJ 0 . (JI'J 0 ,tJ 0 . ,.:) C) fJ /") /f) I? ./) J'"' ') , Real Estate situated as follows: Wherefore, Petitioner(s) respectfully request(s) the probate of the Last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersigned: Typed or printed name and residence /6-~/6-- / Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Petitioner(s) above-named swear(s) and affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate ~rding_to I~~ Sworn to and affirmed and subscribed J Il ~~~ D · aJ ~ , -~~~~. _. t'jR8m~ I · /Y7 4/C.// N before me this 9th. day of March 2001 _ ~~''--</(!_ ~~~<_,/fi~:a/Ae/~kY /)e9/'~T#.e. o-;y-;~)/ //.-=> Estate of Isabel S. Shank DECREE OF REGISTER Deceased No. 21-01-261 also known as Date of Death: 2/25/01 Social Security No: 180106855 AND NOW, MARCH 9 2001 reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters ~ Testamentary CI of Administration , in consideration of the Petition on the are hereby granted to David W. Martin ((c.t.a., d.b.n.c.t.; pendente lite; durante absentia; durante minoriate) in the above estate and that the instrument(s), if any, dated December 5, 1999 described in the Petition be admitted to probate and filed of record as the Last Will of Decedent. FEES Letters .................................... Short Certificates(s) ............... Renunciation.... '" .... ............... Extra Pages ( ) ............... I.T.R....................................... J C P Fee ................................. Inventory ................................ Other..... ........ ..... .., .... .... .... ..... TOTAL............................. $ $ 235.00 ~(?~~ftuJ/Zob~ Regist~r of Wills $ $ $ $ $ $ $ $ 45.00 15.00 Cf~Y?J~/~j'A J S nature Attorney: Joel R. Zullinger 1.0. No: 17516 Address: 14 N. Main Street, Suite 200 Chambersburg 5.00 PA 17201 300.00 Telephone: (717)264-6029 DATE FILED: 1.3-9-() I ~ 6-, a~.,efi-<7 H10, SO, J~F\ This is to ceniE)' that the information here gIven IS correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certifIcate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. No. ~,,--;:..... Ar~~l\il1f pl$,~~ //~~ . ~~~~ !~'~~..~~~ I~~'<'" '"P~ I~ Q(:' .~.. . \~% ii(...)\, ,-f::]' '. ;/.b.~ \' * ~ .:- ~ '."',"! *~ \~\ "" ., /~l ~~'" .' .' /~\\\ ~--"'--"!!MEN1~ ~\'t.~I~\\'\ '-.., U II" ""'/.I"//:~ ~5~ Fee for this certificate, $2.00 P 7248597 /~ ~ ~ -?2-.~Jc;;/ Date 21-01-261 I"" ~1ll7 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH NAME OF DECEDENT IF 1'!'It MIddte. U"l ISABEL S SHANK AGE II... ~l UNDER' YEAR -- [)eye Y,. =...,,0 S. COUNTY OF oeRH .. Cumberland DECEDENT'S USUAL OCCUPotTION (~~~=::o~=~,~ .... 206 E. Burd St. ~ Shi ensbur PA 17257 FlIrHER'S NAMe (Fin!. M__. LaOl) ,I. Will iam B. Shuman _ORMANT'S NAMe (TypelPnnl) -. David W. Martin METHOD OF DISPOSITION O _00 ~D _lnlrnSl...D _ ou.(Specilyl . 21.. ~ "- 24-2e...... be """,,",eel by . _ _ pnlrlOUlICeIdHlh. as. M. 2e. 27. PART .: Em., me diMasu, il\fUriM Of compIN:atiOnl whieh CIIused lhe death 00 not entet the mode of ctvlno. such I' Clrdiae or ,.sptratory aff.. lhock or he.r1 r.Mur. L.. only one ~.... on HCII_. NoG----- I : Co Il..cN.JJR..." ~7' ~R. Y 0 IS ~ -l9 .. ouelO(ORASACONSEOUE~OF), ..a.- .........~ ~ .... ~... t! I+I4J NIL f<-~ IT '- ,.,..,-r Lt( I"'-b' /fOF.lO (OR AS A CONSEOUENCE OF):A I'-e *- '71 V ~ , :-:>/2.l'J/VCl7-1 ..,. / .s DUE 10 (OR AS "CONSEOUENce OF): 21. I Awoxim". :=...~; I l PART R: 01"., .iQn;1Icanl condItoons conIribulmg In _Ih. IluI not _uftmg....... u_rtyinQ catae _.. ""'"' I _TI!CAUSI!(F",", ~Ot' condlOOn '...-no'" 0UIh.---.... ~...,..- -_-.vID_ _. enter _IILTINO CAUSI! (0.- '" ",,",Y ----- '""""'"ll"_llAST I --+-- I : -.s AN AUlOPSV WERe AUTOPSY FlNOINOS M"NNeR OF DEATH O"TE OF INJURY """'ORMEO? _'LABLe PRlOfllO (1.4",,'" a.y. ....I COMPleTION OF CAUSE N......, rg.-- Hom_ O OF DEJ<TH? Ace_ D P-nv I.-~Ion 0 - 0 .... _0 .... 0 Sulclde 0 Coutd not be determined 0 TIME OF INJURY INJURY.cr WORK? DESCRIBE HOW INJURY OCCURRED '1M 0 NoD 'MEDIC...l Vl.....INERICORONER On th. b.... of ...""nl"on and/or Investlg..lon, In my opinion. d...h occurred a' the time. dati. Ind piKe, Ind due to ,.... cauu(l) and )1'~""'.. ...ted.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . REGISTRAR'S SIGNATURE AND NUMBER o Hb. H. Cl!ATII'lER fo.:k cny onel .CEJfTIPYING PHYSICIAN fPhyte.." Cefhfytnq cautIlI ~ death wh8f'l anclh. pnYtlC.." hal pronounced dea'" and compleled It.,-" 23) To... ..... Of IIfty k~, dellttt oeculf'lNl due to the CIUU(.).nd "'.nNr II "I'H, . . . . . . . . 'tI'IItOHOUNCING AND CERTIFYING ~YSN:lAN (Pt'lYSClan bOft'l Ufonouncl"O ONt" clnet certlfylng to cause 01 dearttl To.... tN..- of my knowted9.. de.th occurred.t ... tlm.. dat.. and ptecl. and due to the eauM(l) and "'ann.r.. .tatad I~I/I~/I$ 34. 111C'.OC< RF\,:~"I00 This is to certify that this is a true copy of the record which is on file in the Pennsylvania Division of Vital Records In accordance with Act 66, P.L. 304, approved by the General Assembly, June 29, 1953. WARNING: It is illegal to duplicate this copy by photostat or photograph. No. ~II~ C\~s.~/~' Robert S. ~erman, Jr., MPH Secretary of Health Charles Hardester State Registrar 1751839 OEe 1 7 2001 Date COR.1U:CTED ITEMS: 3 H105. ,43 Rev. 2187 PER: FD DATE: 4-30-01 bas COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH 015060 TYPElPRlNT 1M PERMANENT 8LAc!( JHl( NAME OF DECEDENT IF..... Middle. Las<) STATE FILE NU_R SOCIAl. SECURITY NUMeER ,JI ,. ISABEL S. SHANK AGE (Last !lW1t>davI UNOER 1 YEAR - Ollya 203 10 5. 9 COUHTYOFOERH Yrs. UHOER, D."II' Hours ! MinuI.. .... Cumberland DECEDENT'S USUAl. OCCUPllfIOH (~...=:.:'~~::~~ 11L Housewife 111t. DeCEDENT'S MAIliNG AOORESS (SIreel C4y1lOwn. Stale. ZIP Codel 1711.Cou ();d -... iwin. Cumherl ;lnd ...........7 17d.1il ~~'=OI MOTHER'S NAIolE (Foot _. Maoden Surname) MARITAl STATUS._ N_Married,_, """"""" (Speofy) 14. Vi idowed 17<:.0 _.__.. 1Wp. 206 E. Burd St. ,1. Shi ens bur , PA 17257 FRHER'S NALlE (Fnt.loAiddIo. Laot) ,1. William B. Shuman _OfIMAHT'S NAME (T ypeIPr;m1 _ David W. Martin METHOD OF DIsPOSITION _ ~ C.-ion 0 _rrom StaI.D 0IIl0f (SpociM ~. No~ \j) I : d. Co /2..0 N I/Il.-y 1-tT<---r &;? tl.y 0 I S €~ ~ .. eH-1J;/;V~ouEIi~ It-L- /?CH LU /.W JiUE 10. IOR"'S A CONSEOUENCE OF): J'1 ~Ae71 v~ ,::>(2bNCI7-/7'1 ~ DUE 10 (OR AS A CONSEOUENCE OF): 21. ;~~ : onMI and death l PAi'lT II: OU-.~_~IO_"'.DuI "'" <eauIling ..Ihe~.... g;..... ~ I. -'" 24. M. 25. 27. PART I: Enter the diseases. injuries Of complications which caused ff'Mt death. Do not enter the mode of dying. :such .s cardiac 01 resotratory arras!. shodc or heat1 'ailure UsI only one cause on eacI\ fine. () ~ ( ,'\ J) ~ WERE AUlOPSY I'INOIHGS MANNER OF DEATH A\lAJlAIlLE PRIOR 10 COMPI.ETIOH OF CAUSE gj---. 0 OF DEATH? Natural Hom;c:ide lie_ D Pending _igalion 0 Yes 0 No 0 SuICide 0 Could"", be <>>1_ 0 DATE OF INJURY (Mon... Day, "'at) TIIoAE OF INJURY INJURY I(f V\/ORK? DESCRIeE: HON IKJURY OCCURRED. Yes 0 NoD <:j v1 H _. 3OIt. M. _, PlACE OF INJURY. AI home. tann. Slfeet, laclDty.ollica ~ OIC.,SpeoIvl _ a ~ aRTIFlEA .Checl< only on<>! -CERTIfYING "NSlCIAN (phySlCJaf\ cerlJlv'og cause 01 dead'l wt'ler a..-.o&hef of'lVSK;:.ar1 has plonouncecJ dealh and compleled "em 23) To....~o''''' knowledge. ..moecurred"to the cauw(s)atlod ~nne,.. ."led. ....... 0... 0.......................... REGISTRAR'S SIGNATURE AND NU...eER I~I/I~/I$ o ~ 1il :rl o t w ~ Z .PRONOUNCING AND CERTIFYING PHYSICIAN (PtwSICW' both ;)I'OI\OI.JOCw.g c&alh and cenl4yv'lg \0 cause of death) To the best of my knowtedge. de-atf'l occurred.It rtw tlnM. date. and piece. and due to t.... ~use(.) at'Id manner.. staled. ...EDIC...l EX.....INER/CORONER On the basil 0' examination andlOf' inve.stigation, in my opinion. d..t'" occurred at the time. date. and plac;e. and due to the c."5e(s) and 31..,".nner as stated.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . " . .. . . 34. ~~r ~ 1 ~t( , (f) \ \ Y '1' ) ""~} ~ ~ -~h Cj JRZ - 5.1 shank.2 October 21, 1999 LAST WILL AND TESTAMENT I, Isabel S. Shank, of Episcopal Home, East Burd Street, Shippensburg, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby declare this to be my will, hereby revoking any and all former wills and codicils thereto by me heretofore made. I. I direct that all my just debts and funeral expenses, including all expenses of my last illness, shall be paid from my estate as soon as practicable after my decease as a part of the expense of the administration of my estate. II. I give, devise and bequeath the residue of my estate of every nature and wherever situate as follows: A. Ten percent thereof to Emanual Lutheran Church of Upper Strasburg, Franklin County, Pennsylvania, to be used for general church purposes. B. Fifteen percent thereof to the Valley Forest, No. 145, T~ll Cedars of Lebanon, Shippensburg, Pennsylvania, to be contributed to their program to fight muscular dystrophy. ~,--, ~ \...l ~ ,-/-1 v, cy.) ~.",-. '-.,J ~ ~ ~ +J For many years I have been a member of the Cedarettes and ask that this gift be designated as having come from that organization. C. Fifty percent thereof to Memorial Lutheran Church, Shippensburg, Pennsylvania, to be held IN TRUST by said church with the income only to be used for general church purposes, as determined by the church council. This share of my estate may be added to a trust fund created by Memorial Lutheran Church so long as the income only is used for the benefit of the church. D. Twenty-five percent thereof to Lutheran Social Services, South Region, with principal offices in York, Pennsylvania, to be used for the benefit of the .,," Chambersburg Center operated by Lutheran Social Services, South Region. III. Any fiduciary under this will shall have the following powers in addition to those vested in them by law and by other provisions of my will applicable to all property whether principal or income, including property held for minors, exercisable without Court approval, and effective until actual distribution of all property: A. To retain any and all of the assets of my estate, real or personal, without regard principle of to any Page 2 "V :; \! ~ ~~ <.:/'.;) ""'-' <:_v .~ ~\ ;\J ~=i diversification of risk. B. To invest in all forms of property including stock, common trust funds and mortgage investment funds without restriction to investments authorized for Pennsylvania fiduciaries as they deem proper, without regard to any principle of diversification of risk. C. To sell at public or private sale, to exchange or to lease for any period of time any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms or conditions as they deem proper. D. To allocate receipts and expenses to principal or income or partly to each as they from time to time think proper. E. To compromise any claim or controversy. F. To distribute in cash or in kind or partly in each. G. To hold property in their names without designation of any fiduciary capacity or in the name of a nominee or unregistered. IV. I direct that all taxes that may be assessed in consequence of my death of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. Page 3 V. I appoint my cousin, David W. Martin, as executor of this my will. Should David W. Martin predecease me, fail to qualify or cease to act, I appoint my cousin, Jack Rebok, as executor of this my will. VI. No bond shall be required of any fiduciary hereunder in any jurisdiction. IN WITNESS WHEREOF, I hereunto set my hand and seal to this my last will and testament, consisting of six typewritten pages, the first three of which bear my signature in the margin for the purpose of identification IV/~~/4./~.~,t.i~{ , 1922- . this <;.-~ ~ -L~,_ ----- day of "\ -, ' n . ~ \ 1\ I / .~\ l;LtZ-[../1; ,,~?,-l'-,f-k J ,f , ~... L (SEAL) Signed, sealed, published and declared by the above-named testatrix as and for her last will and testament in our presence, who in her presence, at her request and in the presence of each Page 4 other have hereunto set our hands as attesting witnesses. 5)aLi 1, J~aAj~~' I ~-,,; l ~ ' /Y''// ~f4':La~~kq'ct~ 5). l{' /J, m!4t..h l,t.r-5t, CtJal7lJJer.:i:Jt~/qJ f4 V We, Isabel S. QclfO i -+. G~CLi-'fttu Shank, ~I R. ~I ht\~e.-r and the testatrix and the witnesses respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her last will and testament and that she executed it as her free and voluntary act for the purposes therein expressed and that each of the witnesses, in the presence and hearing of the said testatrix, signed the will as witnesses and to the best of their knowledge, said signer was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. ^ 1\ '\. 111" f.' I '. -. ') 'a~-.l/Cvtr-et ))> ---J- <..ft.1/'-h Testatrix Page 5 . . Subscribed, sworn to and acknowledged before me by the above-named signer and subscribed and sworn to before.~ by the above-na.~ w~tne~ this ~day of .~f/~ ' 19 . , .......--'1 u/~X ~/zi Notary Public 1 1 Notarla' Sea' Public Carin L w:::er, ::r':1:ranklln County Chambe..., r,90n expires May 13, 2001 My Comm 88 Page 6 'E Cumberland County ---- CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Lsabel S. Shan~________~ ------------- Date of Death: ~1l.5IQ1-- -------- Estate No. --~- _._---_.._._,_._----_.~---~- _.--' ..--------.-- --------_.-----~--~---- SSN: ~~-1Q_:Q156_n__~______ File No. 21-01-0261-._______ ________ ___ _____________ Date Letters Granted: ~j~/01___n_ Will or Administration No. 2001-0Q.2~1 --------~---------~- --- To the Register: I certify that Notice of Estate Administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on __ ~[1~5(~~___ -- --- - - ---- --- Name Address Memorial Lutheran Church 34 East Orange Street ___________ ______________________Shippensbl.!I9------------------__ __ __ PA 17257 Lutheran Social Services 1050 Pennsylvania Avenue ~ITN: RQbert.fQ99l______________~_ York_~__________________ ___________ PA 17404 Valley Forest, No. 145, Tall Cedars of Lebanon ----- --- c!9_~~ ~_~_ _~~~~s~_Treas~er ~l:~~~ Le~~_re Road, Chamb~_~e~9"_~________~_____~ A 1 ~~~~___ -'- ----- ---' ----. -'- ---' -- -_._----_._---.------~_...__._--------- ------- ----..--,---.----"--- .------._--"----.--- --,.-----,-..--"---- ----------.- ----- - --- ----- ~-~ --- ---------------- -- -- - - ---------- Notice has now been given to all persons entitled thereto under Rule 5.6(a) except E_l1!.a!l-'"!.al'=-ujh-~a.!l~J1~c~b of..t.p.2~_Stras~rg~~~~<:>..longer ~E~a!L~g_~_a_~h~C~b_____ ____ --- ------,--- ----------- -----~-_.._-_._-- -----~- -',-- ..--.-.,--....--..-.--.-----.----.-.---.---.-- Date: 51!_~~OJ__u____ --------~~-------~---~ Signature -Loel B. Zullin...9~L__ Name (Please type or print) 14~QrjbM_aln~tr_~~L~uite ~_Q9 Address Capacity: _ ____ _ Personal Representative X _ Counsel for Personal Representative CllarTLb~el~bjJI9. ________ _______~ ___ PA_17201~____ Telephone No. Q'1mgl~~J)~~_______ } .. INVENTORY , Deceased No. 21 01 0261 Date of Death 02/25/2001 Social Security No. 180-10-6855 Estate of Shank, Isabel S. also known as Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. IM/e verify that the statements made in this inventory are true and correct. I/We understand that false statements herein made are subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Personal Representative: Name of Attorney: Joel R. Zullinger 1.0. No.: 1751lP g.~~~ Address: 14 North Main Street Chambersburg Telephone: (717)264-6029 Dated David W. Martin 9/A/lo/ , PA 17201 Description Value Stocks & Bonds 486 shares common stock AT&T Corp. @21.09 per share 10,249.74 25 shares common stock Avaya, Inc. @14.90 per share 372.50 232 shares common stock Verizon Communications @49.06 per share 11,381.92 412 shares common stock BellSouth Corporation @41.68 per share 17,172.16 321 shares common stock Franklin Financial Services Corp. @16.88 per share 5,418.48 Total (Attach Additional Sheets if necessary) 137,345.60 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. RW-4 } ... Continuation of Inventory Shank, Isabel S. 21 01 0261 Paqe 1 Description of Inventory Description 300 shares common stock Lucent Technologies, Inc. @12.57 per share Value 3,771.00 174 shares common stock Orrstown Financial Services, Inc. @40.00 per share 6,960.00 633 shares common stock SBC Communications Inc. @49.25 per share 31,175.25 162 shares common stock Qwest Communications @36.30 per share 5,880.60 Account 03800196072 Prudential Mutual Fund, Municipal Series Fund-PA Series, created 5/1/95 Closely-Held Corporation, Partnership or Sole-Proprietorship: None 32,668.56 Mortgages & Notes Receivable: None Cash, Bank Deposits, & Misc. Personal Property: Checking Account #000315338, Orrstown Bank, including interest accrued to date of death 3,349.23 Savings Account #000786934, Orrstown Bank, including interest accrued to date of death 8,848.74 Refund, Blue Cross/Blue Shield 83.40 Refund 14.02 Real Estate - None Subtotal $ 92,750.80 137,345.60 Grand Total $ (b-a2/~-/ ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT *' REV-1607 EX AFP (Ol-02) JOEL R ZULLINGER STE 200 14 N MAIN ST CHAMBERSBURG DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 12-03-2002 SHANK 02-25-2001 21 01-0261 CUMBERLAND 101 ISABEL S Allount Rellitted PA 17201 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ RE-V:i60j-EX--AFP--(Oi-:02.r------...--fNHERi~.._ANCE-TAX--STA-fEMENY-OF-ACCouiff--.-..--------------------- ESTATE OF SHANK ISABEL S FILE NO. 21 01-0261 ACN 101 DATE 12-03-2002 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 11-06-2002 P R I NC I PAL TAX DU E : ............................................................................................hm' .00 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 08-30-2001 CDOO0222 .00 2 , 117 . 98 11-15-2002 REFUND .00 2,117.98- TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 . IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR1, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. 1 p{ ~ dece d€ dent' se IqSse sl "din91y )qrtrnc 'SeSSI , life ( . /6-02/b-r ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG# PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX RECORD ADJUSTMENT .w'~.." 'M ~ REV-1593 EX 4 JOEL R ZULLINGER STE 200 14 N MAIN ST CHAMBERSBURG DATE ESTATE OF DATE OF DEATH FILE NUMBER . COUNTY ACN ISABEl 11-07-2002 SHANK 02-25-2001 21 01-0261 CUMBERLAND 101 Amount Remitted PA 17201 MAKE CHECK PAYABLE AND REMIT PAYMENT REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax po CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REY:is93-E3fAFP--ci'2-:oo1------.-i-iNHER-ffANc-E-i'1ri-RE-CORlr-AD:jijsi'ifENi'--i.---------------------- ESTATE OF SHANK ISABEL S FILE NO. 21 01-0261 ACN 101 DATE 11 ADJUSTHENT BASED ON: VALUE OF ESTATE: BOARD OF APPEALS REFUND 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Hortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Administrative Costs/ Hiscellaneous Expenses (Schedule H) Debts/Hortgage Liabilities/Liens (Schedule I) Total Deductions Net Value of Tax Return Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) Net Value of Estate Subject to Tax (l) (2) (3) (4) (5) (6) (7) .00 125,050.21 .00 .00 12,295.39 .00 56,479.51 (8) 193,82' 10. 11. 12. 13. 14. TAX: 15. Amount of 16. Amount of 17. Amount of 18. Amount of 19. Principal TAX CREDITS: (9) (l0) 22,057.22 1,596.24 (ll) (l2) (l3) (l4) 23,6~ 170, I" 170,1 Line 14 at Spousal rate Line 14 taxable at Lineal/Class A rate Line 14 at Sibling rate Line 14 taxable at Collateral/Class B Tax Due (l5) (16) (17) (18) rate .00 X 00 .00 X 045 = .OOX 12 = .OOX 15 = (19) I "" ".n I IU:'~E:~r-1 (+) AHOUNT PAID DATE NUHBER INTEREST/PEN PAID (-) 08-30-2001 CDOO0222 .00 2,117.98 TOTAL TAX CREDIT 2 BALANCE OF TAX DUE I INTEREST AND PEN. TOTAL DUE · IF PAID AFTER DATE INDICATED, SEE REVERSE (IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQ FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), , A REFUND. SEE REVERSE SIDE OF THIS FORH FOR' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1 162 EX!1 1-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ZULLlNGER JOEL R 200 CHAMBERSBURG TRUST CO BLDG CHAMBERSBURG, PA 17201 -------- fold ESTATE INFORMATION: SSN: 180-10-6855 FILE NUMBER: 21 - 2001 - 0261 DECEDENT NAME: SHANK ISABEL S DATE OF PAYMENT: 08/31/2001 POSTMARK DATE: 08/30/2001 COUNTY: CUMBERLAND DATE OF DEATH: 02/25/2001 NO. CD 000222 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $2,117.98 I I I I I I I I TOTAL AMOUNT PAID: $2,117.98 REMARKS: DAVID MARTIN C/O JOEL ZULLlNGER ESQUIRE CHECK#107 SEAL INITIALS: VZ RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS /6.-:U~.. / COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG" PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX JOEL R ZULLINGER STE 200 14 N MAIN ST CHAMBERSBURG DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 10-22-2001 SHANK 02-25-2001 21 01-0261 CUMBERLAND 101 )~ REY-1547 EX AFP (12-00> ISABEL S Allount Rellitted PA 17201 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ RE-V': iS4-j-Ex--AFP--(r~f':o(ff-N(ffiCE--oF-INHEifi;:AircE-r-AX-jrpPRA-isEi"-ENT~--AL1-owAifcE-'ifR------------ - - - -- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF SHANK ISABEL S FILE NO. 21 01-0261 ACN 101 DATE 10-22-2001 TAX RETURN WAS: (X) ACCEPTED AS FILED CHANGED NOTE: I~ an assessment was issued previoUSly, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: IS. Allount of Line 14 at Spousal rate (IS) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: .00 X 00 = .00 .00 X 045 = .00 .00 X 12 = .00 14,119.87 X 15 = 2,117.98 (19)= 2,117.98 RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) lS) (6) (7) .00 125.050.21 .00 .00 12.295.39 .00 56.479.51 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) (10) 22,057.22 1.596.24 (11) (12) (13) (14) NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. 193,825.11 23.61;3 46 170,171.65 156,051.78 14,119.87 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 08-30-2001 CDOO0222 .00 2,117.98 TOTAL TAX CREDIT 2,117.98 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)" YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) (Y~ STATUS REPORT UNDER RULE 6.12 BEFORE THE REGISTER OF WillS, COUNTY OF CUMBERLAND , PENNSYLVANIA Name of Decedent: Isabel S. Shank Date of Death: 2/25/2001 File No. 21-01-0261 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to the completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: YES~ NO~ 2. If the answer is "No", state when the personal representative reasonably believes that the administration will be complete: ~_ ____~_____~ 3 If the answer to NO.1 is "Yes", state the following: a. Did the personal representative file a final account with the Court? YES ~ NO __1__ b. The separate Orphan's Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? YES~_ NO ~ d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: 9/27/2002 ~d-~ Sig re Joel . Zulhnger Name (Please type or print) (. J~ 14 North Main Street. Suite 200 Address Chamb~sburg~~_ PA 17201 (717)264-6029 Tel. No. Capacity: Personal Representative Xu Counsel for personal representative * W I- ~~(/) u"'''' w"-u ,,00 ulfai "- " COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV -1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) I- Z W C W () W C Shank, Isabel S. DATE OF DEATH (MM-DD-Year) DATE OF BIRTH (MM-DD-Year) OFFICiAl USE ONLY C- 02/25/2001 01/29/1911 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST. FIRST, AND MIDDLE INITIAL) lw-'(}--!{y-l FILE NUMBER 21 -01 026 1 ""COUNTYCOO'E' ----vEA~ - - NUi:iBER-- SOCIAL SECURITY NUMBER 180-10-6855 THIS RETURN MUST BE FILED IN DUPLICATE wrrH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER o 3. Remainder Retum (dale of death prior to 12-13-82) o 5. Federal Estate Tax Return Required .Q.. 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Attach Sch 0) z o ~ < ..J ::J l- ii: < () W lr z o ~ < I- ::J D.. :!! o () >< < I- X .0_(15) X .0_(16) X .12 (17) 14,119.87 X .15 (18) 2,117.98 (19) 2,117.98 [K] 1. Original Return o 4. Limited Estate lKJ 6. Decedent Died Testate (Attach copy of Will) o 9. Litigation Proceeds Received o 2. Supplemental Return o 4a. Future Interest Compromise (date of death after 12-12-82) o 7. Decedent Maintained a Living Trust (Attach copy ofTrustj o 10. Spousal Poverty Credit (date ofdeath between 12-31-91 and 1-1.95) PA 17201 I 125,050.211 12,295.391 OFFICIAL USE ONLy I I- Z W o Z o "- U) w '" '" o u NAME Joel R. Zullin er FIRM NAME (If Applicable) Suite 200 TELEPHONE NUMBER 717264-6029 Chambersbur 56,479.51 L (8) 193,825.11 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPliCABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (alll.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20. D CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 22,057.22 1,596.24 (11) (12) (13) 23,653.46 170,171.65 156,051.78 (14) 14,119.87 \;~ De d t' C I t Add ce en 5 omDle e ress: ~TREET ADDRESS 206 E. Surd Street " CITY I STATE I ZIP Shippensburg PA 17257 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1) 2,117.98 3. InteresUPenalty if applicable D. Interest E. Penalty Total Credits (A + 8 + C) (2) T otallnteresUPenalty ( 0 + E ) (3) 4. If Line 2 is greaterthan Line 1 + Line 3, enter the difference. This is the OVERPAVMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) 8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58) Make Check to: REGISTER OF WILLS, AGENT 2,117.98 2,117.98 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Ves No a. retain the use or income of the property transferred; ........................................................................... 0 ~ b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 IKI c, retain a reversionary interest; or ..................................................................................................,... 0 [lg d. receive the promise for life of either payments, benefits or care? ............................................................. 0 IKI 2. If death occurred after December 12,1982, did decedent transfer property within one year of death without receiving adequate consideration?...................... .......................................... .............................. 0 IKI 3. Did decedent own an "in trust fo~ or payable upon death bank account or security at his or her death? ................. 0 ~ 4. Did decedent own an individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ....................................................................................................... IKI 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of pe~ury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF N RESPON IB E FOR FiLING RETURN DATE ADDRESS PA ADDRESS For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. ~9116 (a) (1.1) (i)). For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)). The statute does not exemDt 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 twenty-one 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% [72 P.S. ~9116(a)(I.2)J. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(I)). The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. ~9116(a)(1.3)). A sibiing is defined, under Section 9102, as an individuai who has at least one parent in common with the decedent, whether by blood or adoption. "",~~'~"7). COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN DENT SCHEDULE B STOCKS & BONDS ESTATE OF Shank Isabel S All property jointly.owned with right of survivorship must be disclosed on Schedule F. FILE NUMBER 21 01 0261 ITEM NUMBER 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. DESCRIPTION 486 shares common stock AT&T Corp. @21.09 per share VALUE AT DATE OF DEATH 10,249.74 25 shares common stock Avaya, Inc. @14.90 per share 372.50 232 shares common stock Verizon Communications @49.06 per share 11,381.92 412 shares common stock BellSouth Corporation @41.68 per share 17,172.16 321 shares common stock Franklin Financial Services Corp. @16.88 per share 5,418.48 300 shares common stock Lucent Technologies, Inc. @12.57 per share 3,771.00 174 shares common stock Orrstown Financial Services, Inc. @40.00 per share 6,960.00 633 shares common stock SBC Communications Inc. @49.25 per share 31,175.25 162 shares common stock Owest Communications @36.30 per share 5,880.60 Account 03800196072 Prudential Mutual Fund, Municipal Series Fund-PA Series, created 5/1/95 32,668.56 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 125,050.21 ~~'~'~:"." '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Shank Isabel S FILE NUMBER 21 01 0261 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION Checking Account #000315338, Orrstown Bank, including interest accrued to date of death VALUE AT DATE OF DEATH 3,349.23 2. Savings Account #000786934, Orrstown Bank, including interest accrued to date of death 8,848.74 3. Refund, Blue Cross/Blue Shield 83.40 4. Refund 14.02 TOTAL (Also enteron lineS, Recapitulation) $ (If more space IS needed, Insert additional sheets of the same size) 12,295.39 R'-","''''.'''"* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF Shank Isabel S. FilE NUMBER 21 01 0261 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY %OF ITEM INCLUDETHENAMEOFTHETRANSFEREE,THEIRRELATIONSHIPTODECEOENTANOTHEDATEOFTRANSFER DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE NUMBER ATTACH ACOPVOFTHE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) 1. Contract E01166651 Prudential Discovery Select Variable 56,479.51 100. 56,479.51 Annuity, created 9/27/99, beneficiaries: David W. Martin 25%; Memorial Lutheran Church 50%; Lutheran Social Services 25 TOTAL (Also enter on line 7, Recapitulation) $ 56,479.51 (If more space is needed, insert additional sheets of the same size) "''''''':',1''''. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Shank Isabel S FILE NUMBER 21 01 0261 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Fogelsanger-Bricker Funeral Home 4,715.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) David W. Martin 7,500.00 Social Security Number(s) I EIN Numberof Personal Representative{s) Street Address 237 East Orange Street City Shippensburg State PA Zip 17257 Year(s) Commission Paid: 2001 2. Attorney Fees Joel R. Zullinger 9,300.00 3. Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation) 0.00 Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees Mary C. Lewis, Register- probate petition 235.00; extra pages 15.00; short 370.00 certificates 87.00; JCP fee 5.00; filing return 28.00 5. Accountanfs Fees 6. Tax Return Prepare~s Fees 7. Vital Records, death certificates 18.00 8. Cumberland Law Journal, advertise letters 75.00 9. News-Chronicle, advertise letters 79.22 TOTAL (Also enter on line 9, Recapitulation) $ 22,057.22 .. (If more space IS needed, Insert additional sheets of the same size) R~"":I"". COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ESTATE OF Shank Isabel S. FILE NUMBER 21 01 0261 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1. Chambersburg Imaging, medical services 57.77 2. Cardiovascular Associates, medical services 31.97 3. Tele Health Services, television during hospital stay 6.50 4. The Episcopal Home, balance due on nursing home care 1,500.00 TOTAL (Also enter on line 10, Recapitulation) $ (If more space IS needed, insert additional sheets of the same size) 1,596.24 ~15"E:''''''. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF ~h"",..." L _...._1 C' FILE NUMBER ?1 01 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY 1. TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1. David W. Martin 237 East Orange Street Shippensburg, PA 17257 cousin 0261 AMOUNT OR SHARE OF ESTATE 25% of Prudential Annuity = 14,119.87 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. QOO 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS Emanual Lutheran Church of Upper Strasburg 10% of 113,692.14 2. Valley Forest, No. 145, Tall Cedars ofLebanon, 15% of 113,692.14 c/o Mrs. Emma Gross, Treasurer, 1812 Leafmore Road Chambersburg, PA 17201 Memorial Lutheran Church 50% of residue 113,692.14 = 56,846.07 34 East Orange Street 50% of Prudential Annuity = 28,239.76 Shippensburg, PA 17257 3. TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ (If more space IS needed, Insert additional sheets of the same sIze) 11,369.21 17,053.82 85,085.83 156,051.78 Continuation of REV-1500 Inheritance Tax Return Resident Decedent Sharrl\, Isabel S. 21 01 0261 PaQe 1 Schedule J - Beneficiaries - 2B B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 4. Lutheran Social Services 25% of residue 113,692.14 = 28,423.04 1050 Pennsylvania Avenue 25% of Prudential Annuity = 14,119.88 York, PA 17404 42,542.92 SUBTOTAL SCHEDULE J.2B 42,542.92 -,~"".J ') ';:I- ~ , ..J '1 f);J \ "- /\ , ; ...-~-, y ~ , JRZ - 5.1 shank.2 October 21, 1999 LAST WILL AND TESTAMENT I, Isabel S. Shank, of Episcopal Home, East Burd Street, Shippensburg, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby declare this to be my will, hereby revoking any and all former wills and codicils thereto by me heretofore made. I. I direct that all my just debts and funeral expenses, including all expenses of my last illness, shall be paid from my estate as soon as practicable after my decease as a part of the expense of the administration of my estate. II. I give, devise and bequeath the residue of my estate of every nature and wherever situate as follows; A. Ten percent thereof to Emanual Lutheran Church of Upper Strasburg, Franklin County, Pennsylvania, to be used for general church purposes. B. Fifteen percent thereof to the Valley Forest, No. 145, Tall Cedars of Lebanon, Shippensburg, Pennsylvania, to be contributed to their program to fight muscular dystrophy. ......::..;,.,.~' \, , v ~ ./'1 -;</) -'-. '-' --.., ~ I, For many years I have been a member of the Cedarettes and ask that this gift be designated as having come from that organization. C. Fifty percent thereof to Memorial Lutheran Church, Shippensburg, Pennsylvania, to be held IN TRUST by said church with the income only to be used for general church purposes, as determined by the church council. This share of my estate may be added to a trust fund created by Memorial Lutheran Church so long as the income only is used for the benefit of the church. D. Twenty-five percent thereof to Lutheran Social Services, South principal York, Region, with offices in Pennsylvania, to be used for the benefit of the Chambersburg Center operated by Lutheran Social Services, South Region. III. Any fiduciary under this will shall have the following powers in addition to those vested in them by law and by other provisions of my will applicable to all property whether ?rincipal or income, including property held for minors, exercisable without Court approval, and effective until actual distribution of all property: A_ To retain any and all of the assets of my estate, real or personal, without regard principle to of any Page 2 '-V "' ; \! --.:r <.... ,-f) '", 'C .~ tt ,is 'D " diversification of risk. B. To invest in all forms of property including stock, common trust funds and mortgage investment funds without restriction to investments authorized for Pennsylvania fiduciaries as they deem proper, without regard to any principle of diversification of risk. C. To sell at public or private sale, to exchange or to lease for any period of time any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms or conditions as they deem proper. D. To allocate receipts and expenses to principal or income or partly to each as they from time to time think proper. E. To compromise any claim or controversy. F. To distribute in cash or in kind or partly in each. G. To hold property in their names without designation of any fiduciary capacity or in the name of a nominee or unregistered. IV. I direct that all taxes that may be assessed in consequence of my death of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. Page 3 V. I appoint my cousin, David W. Martin, as executor of this my will. Should David W. Martin predecease me, fail to qualify or cease to act, I appoint my cousin, Jack Rebok, as executor of this my will. VI. No bond shall be required of any fiduciary hereunder in any jurisdiction. IN WITNESS WHEREOF, I hereunto set my hand and seal to this my last will and testament, consisting of six typewritten pages, the first three of which bear my signature in the margin for the purpose of identification _ A..,~~Lt'VZL&{ ,19ft. this -::)--~- day of " )<.<.t., ~ ;; .'1 .I .' .Lh.,z.vl[ (SEAL) Signed, sealed, published and declared by the above-named testatrix as and for her last will and testament in our presence, who in her presence, at her request and in the presence of each Page 4 other have hereunto set our hands as attesting witnesses. 9; d /-'7 , ~,. / / . .'. ,;1./ t. .~. ,:)'< .!:.'/.//.:.:!.( <- ;;. ,~ ( f J"" 'c I _, ~utt~.,. {tL.ttr-rC ~ .. /}.; J / /) / Y V/&/ ,//'/,Lr;.. Ut:uc'5cd::.U..,f ~fc{ -. ~,,-#-. i i)/1 52Y ,V tn{({ r,' ';'. ,~', . Lf](lIliJY::Y:/:xV(( I -'1 ,-I We, /"( ,-' I f' "1 ~J..JC, -_#--- Isabel S. Shank, p. ~__J.K_.I l' -, wi hi( Lc'':/f'" and ':,.~7t~O j-h~T\j the testatrix and the witnesses respectively, whose names are signed to the attached or foregoing instrument, being first duly swo~'n, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her last will and testament and that she executed it as her free and voluntary act for the purposes therein expressed and that each of the witnesses, in the presence and hearing of the said testatrix, signed the will as witnesses and to the best of their knowledge, said signer was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence, . t'~-c(--t-tQ ~ /1)< /~. t .-~)f Testatrix . .' ~/{? ~uee:-~{5-(~ W~tness Q((1 /' ( ~UJ.Mu~ Witness ,I \-.' Page 5 Subscribed, sworn to and acknowledged before me by the above-named signer and subscribed and sworn to before_~ by the above-na~ wi.~nes;3es this ~day of 0J?4'" /'L-J ,19 - - , ,-'--'I, L-et~~ d~ Notary Public Notlr'I' SII' Public carin L Wllter, :~r~1:ranklln County Chlmberebl ur(9on expires May 13, 2001 My Comm 88 Page 6 BigCharts - Historical Quotes Page I of I ~. ~Char~ row $pn/rol or Keywards: Home ! Quotes ~ - --------- : OUlCK CHAM i INTER;;;lYfCH.;;;~-- About _Bjg~5iicts Historical QUotes BlgReport$ .".,",."",,,~-,._.,~.,_.- This Historical Quotes tool allows you to look up a security's exact closing price. Simply type in the symbol and a historical date to view a quote and mini chart for that security. IT ';i; , ", YilIlil~ ClIck: here to fin out haw much you,. muft,r,.l fund ~Q&ta . .,. . . D~!~!'S > . . .!I 12/23/01 No Spnts ~ ~ -- "merI._ __r<:iqe_t1eE HOrne I Ap_O.1J.t I 8:P9k_sJp@ I Med_i~_J~~_eJm19n~ 1 Licensing I JOR_QpP"Qr::t~.tr]Jj~_5: I_Go_r1t;:t<~Ll,J~ J E~~~bjlGk I ttE!.lg Copyright@ 1998-2001 MaLlseJw~~h-,-~Qm Inc. l1~t;!r_a:gr~~l!l!!'m applies. See our R[lVi3cystC1le.lJ!~ot. Historical and current end-at-day data provided bytnter~cJlye Data CQrQ. :.;:~, C '-f I, ,', ','-I'" -,ei '-' ,;... , i' . .-< '....1 -., http://www.bigc..jdefaultasp?detect= 1 &symbol=T &c1ose _ date=2%2F23%2FO 1 &x=50&y= I 3/28/01 BigCharts - Historical Quotes Page I of 1 ~. emCbar~ En"" Symbol orKII'fI!I(fl'dlt- Home i . QUdles News lndustrlss. Markat. ~ Historical Quotes BfgRapona ,,,~..^,,~,,,,,"-~~.,,^--,.-..,.,. ^",~,~"'",~"~',,, ~,"-",~~"",---~~-~'~-' -~~~".,..",.,..,..",-",,~~. - - --- -- , QUICK CHART --------~--- I INTERACTIVE CHARTING I About ai~c;b~-:rts This Historical Quotes tool allows you to look up a security's exact closing price. Simply type in the symbol and a historical date to view a quote and mini chart for that security. IT ..~T\.~T 21.8.:t 20.95 i" 21.94 20.92 8,907.600 '!IiI'I~ ~ ~ .".'..........", ,,::ii\::......,':c\:,- <iAmerlt' 'tri:lde_ Here' , ZJ 12/26/01 D~!tt~ > . . Chc.k t'!ere to find out how much your mutual fund co'Sts... . , . . ,<Ol:llgcba~t.~coni MC)lIl~ J 8R9Jlt II3QQ!s~tQre I ME!cJja_R(!latLQn~ I _~iceflsing I Jo~ ppPQJ:t(,lnitit}~ I C9ntagJl~ I Ee!tQQC3,pk 11:i~!p Copyright@ 1998.2001 lVIarketW{itgh.com Inc. Useragre!![T!fi'!ot applies. See our privl:l_cy_~t{itl';lJn!ml Historical and current end-ot-day data provided by Int~Il:IJ;:tiYI:LQ~t~_C9rp. http://www.bigc.. Jdefault.asp?detect= 1 &symbol=T &c1ose _ date=2%2F26%2FO I &x=39&y= I 3/28/0 I BigCharts - Historical Quotes Page I of I ~. IimjChaaU How much can you save? l~ .""\:;~':'" (\~~ 'W~'l:'t'![;.;^;t' ;;"^';';;r~,-'::~".'lll;.~i);.~~t"'~l::;i;': "'-_I" 't ;1i-~:~,~>~~!~~;;,::~J!IIQ ;!~!>'::>': ',: ~~m\~~e~~~:~ 1i~;~IM!t~i~:: l),rer S,.,..I tfflfeyM1fds: , ^ , i DUfeK CUAM !mrEHACr;;i~~HT;;i^' About _B_jg-c6~~rtl;; , Home~'__w"'~~~~"~_=<m!!~.~'.~~~_~~~_~,~" ",~~~~,~~"J Historical Quotes algR.port. This Historical Quotes tool allows you to look up a security's exact closing price. Simply type in the symbol and a historical date to view a quote and mini chart for that security. :!i " 12/23/01 .:ill,,:mmg";L,:::: ""''' -.,,,>=,rt:",,: . "''''' ~''''':%'''--'-''-, IAV 15.03 ,::\ ,i :'/-:1 1r: "l'- (',') j '.\/,) '14.38 i 407 /J(J2,500 ~'1~ ~Jo SpiLls D~1~t5 > , . -^,.. 0' . _ .: _ra-e ece ~ ~ -..."'.'.'......... ...,..... ........7' ~;;<. ...: <;; blerItilil '_~~d_~_ti_eie .. <DEPgCha,...Ci)m lipJ!t~ 18PJ~yt I Boo-'s_~t()[f~ I M~pj~ R~_Ja~lom.I_l,i~en~ing I JqQ.Qpp_ol1!JnitiE1~ I GOJl1~H~tl.!1i J F.~_~cj_QacK I Help Copyright@ 1998-2001 M~r.~~twatch._C9...ID Inc. U$er ~g[!~:13JT1EtIJ.t applies. See our m!Y9GY ~tatement. Historical and current end.of-day data provided by ,ltlt13J<:!ctive.Data COrl;!. [\~ '1-C 1-... -, -:S-l}. http://www.big^u/defauILasp?detect=l&symbol=AV&c1ose _ date=2%2F23%2FO I &x=33&y=2 3/28/0 I BigCharts - Historical Quotes Page I of 1 ~. ~Char" En"" Symbol Dr XeywottJ.s: Homtf - - r aWCK CHAffT 1-------- p-- ---- INTE.RACTlVE CHARTiNG , About eigcjl~rts HIstorical Quot.s BlgRapof1. This Historical Quotes tool allows you to look up a security's exact closing price. Simply type in the symbol and a historical date to view a quote and mini chart for that security. IAV ;.:I ~':) "i5. t -i ~ r ';>.:J j 4..~".i9 "7 .~ ,SO;) Ra'IiJ~ D~T~~ > . . ~ ~ ~ ,__i. 12/26/01 No Splits ------..- "" '. '. .. 'ra'e _ere " , - A- Ameritrade" . . Ol:lJgc::ha~ts;..~;01 t1Qrne I ~bout I Boo~gQr~ I Me(U~ Re.l<1tions I LjGenl?i09 I JoJt QpPwWniti.e~_ I C9nli'lj:Ll)!i I F:e~!=t9~~ I ,Help Copyright@ 1998-2001 MglJ!<elw~tgtq::9m tnc. _Ul?~Li[greement applies. See our privacy staterTI~Jl.t. Historical and current end-of~day data provided by t[lJer!1lctjv_eR~t~t.c.Qm. '. http://www.big. . ./defaultasp?detect= 1 &syrnbol=A V &close _ date=2%2F26%2FO 1 &x=3 9&y=2 3/28/01 BigCharts - Historical Quotes Page I of I Enter Spnbol fJl'Neywmr!s: - ~- - .. -~ ilUJr:K cHAM r-------~~~ - j INTERACTillE CHAfiT1NG About ejgCh-~[t!> ~. &;mjCha~ Home News) Historical Ouotos _",,~.~~~~r:ts ,_.._ This Historical Quotes tool allows you to look up a security's exact closing price. Simply type in the symbol and a historical date to view a quote and mini chart for that security. ~ )."'C- J..)I Ivz 12/23/01 ._ (,-;: . ,",1 ~i i' "v ::,1 ,~, ',', ')_'C -',gt' ~1Iil~ ]\]0 SpUts D~1:~~ ~ . . CHelf here to find out how much your mutual fund 00$t8 .' " . . ~ ~ ~.'.;......., lS;;:,......':<Ul. _s;:l_.~______~re ~Brgq~~~(U,,' _I::IClme I About I eQQKsJQr.e I MediaRel~lj9Jl_S: I Uc:i:!nsing I JOI:>_O--pp-o_rtLjn!ti~s I CClnta",~LUJ? I f!,!!;!dQ~~1< I tlelp Copyright@ 1998-2001 _~[~tw--.9tch.,_c()m Inc.l,Jser!,1,gre,e.mer)J applies. See our Rriy~cY_~laJm!l~01. Historical and current end-of-day data provided by lnt~r~Ct!'l~LQ~J~tQ9--,"JL :",":c~ ; I 'i. ""^- ~~ ''-'--, ~,i,. _/ 7\) i :'r -) ../ , '''---... :.1 .;, http://www. biguJdefault.asp?detect= I &symbol= VZ&close _ date=2%2F23%2FO I &x=41 &y=2 3/28/0 I BigCharts - Historical Quotes Page 1 of 1 ~. emChar& fnttJrSytnbo! orKIt'fW1Nds. Home QUotas ~ ------ GUlCK CHART IINTERA~T1~E~CHA;;rJNG - About sig-cbiicts Hlstor'cal Quotes BlgReport& This Historical Quotes tool allows you to look up a security's exact closing price. Simply type in the symbol and a historical date to view a quote and mini chart for that security. Ivz '~:-L ;;-j """" , ~~) .j 1!f.j'lil@1] C Ie here to lirH! nut how much your mutual fund CQsta. . . . ~ ~ .~ 12/26/01 No D~T~ts > . . ."." .'~\f<", :');~' l'Amerlt ' frade Her~' ClBlgChart!l_cOlI1 I::IQ!l1e I ~ILRY! Il?ookstore I MediaJ~E!la_tiQ"-$ I L.icensing I Jo~_OpP911\miti~~ I C9nta_ctUs I fe~-'lbac!< I Help Copyright @ 1998-2001 M~r1<_eJw.at9.I:1~Qm Inc. l)s~[ _a-9n;~eITI.eJ:1t applies. See our privacY_,$t~t~JIle[lt. Historical and current end-of-day data provided by Int~J~9tive Q~ta__G9rp.. '1 :r .~r - ~ http://www, big. ..Idefault.asp?detect= 1 &symbol= VZ&close _ date=2%2F26%2FO 1 &x=28&y=2 3/28/01 BigCharts - Historical Quotes Page I of I ~. IiIrnCbar~ EntsT Symbof Dr Kerwon/]; --- - --- I QUICK C1JAH( ,--------~ j iNTf flAt.'TJVf CHANTING About B_jgCfiart~ f . ~~~~,,^L'_'?*~~~~~_~~~~~~~~cL~~~~r,~~~... .._.~~_~~~j Historical Quotes BlgR.portt This Historical Quotes tool allows you to look up a security's exact closing price. Simply type in the symbol and a historical date to view a quote and mini chart for that security. 2J Ie , IBLS 12/23/01 -"', IU('-I <-l'Z. "l!; ,,'D.9,: "?::IG,7CJd 19:iI1l~ No Splits ,f , -A" Amerltrade- . . D~T~~ ~ . . -.... .' .. 'rae er~ ~ ~ ~lU,gCnart~~~rn HQme: I Apout I Bo()kstore I M~dJitR~La.tiQn~ Il"i~~n!:!j[lg I ~ob OPP.QrtUl1iti~~ I GQm~<::tJ.I~ I fee~ba_c~ I Help Copyright @ 1998-2001 MClr~~tw.C1tc::h.cQm Inc. L!seragret;:!f'!1.enJ applies. See our iIDY.C1CY statement. Historical and current end-of-day data provided bylntE!:r~gt!YELo.~ta CQrQ. li i .('" ~ " I"~, L1 i ,j.. -1. I -L:~ ' i , . '....;, ; '. http://www.bi.,.Idefault.asp?detect=l&symbol=BLS&close _ date=2%2F23%2FO I &x=36&y=2 3/28/0 I BigCharts - Historical Quotes Page 1 of 1 ~. ~Cbar~ hy not get a broader view on Euro an markets? fnwSymb.1 (K Ke'fMl'rth: Home I Ouote. I~-- -~, - ~ 1 aUlCK CHART , r----~~ ~ -----~ i INTERACTIVE CHmrrJNG , About S19-Ch~i1s Industrle.. Hlstorleat Quotes ^"'.,~~,!~~~~~~_,~ This Historical Quotes tool allows you to Jook up a security's exact closing price. Simply type in the symbol and a historical date to view a quote and mini chart for that security. ttlJ '.2.F IBLS 12/26/01 t2.0G . .:~ I -I c,,~ ';-j?5CiJ ~m~ No Splits ~ ~ D~1"5~ )- . . , , ~ -A- Amerltrade- . . CtlC$( er6 to fin out how much your mutual fund costs. .., . . (DEllg(:lla"'.;~m HQme I Ap9.ut I B_ook~tQ[~ I Media ReIClJi.RI1S I LiceQ.sJng 1.l_QP_OppqrLLilljtje~ I Contact U-1>.1 FeedbClGk I tle.IQ Copyright@ 1998-2001 MJ!:r~Eltw~t~l1,com Inc. User agreerl)Emt applies. See our prj...CM:y_~t~JemEm.t. Historical and current end-of-day data provided by .I.!1Jefactiy~ pata Corp. --1.._ . '~t ~., ....- http://www.bi.. ./default.asp?detect= I &symbol=BLS&close _ date=2%2F26%2FO I &x=29&y=2 3/28/0] BigCharts - Historical Quotes Page 1 of 1 ~. ~Char~ -J "~rmo'st) liriv 'p,c,'btemr,i. ....,i.. GOi;'''"pertlid.r ce fo, "~lriio.t' J.n"~:~;obl'~ml';;',.. ... .1 ".lio::.",.,.".... ','.. ...... ..':0_ ,d.""".' ._'_'."",d ....,....,......,.,.. ...,,'" .".........."....:..,.'.:., :,' ,> ........;..... ",",', ,.,.:...'.:.10,.,..:;;,..",.,..:,...;,1",._.....,->." "...... _,~__~_,_"_,:/,_,_,,,__;,,-_"i:.'..., ;.in ()!\ itn ~-i .. ,rC Imedlcal .cd EnIN$y.nbcl Dr KeYWDfdll<' f- - ~ ---- --- F aUfCK CHART ,-;:--- l INTERACTIVE CHARTING About E:ljgG~li<;lrt$ Homo Quotas News HIs.torical Quotes =".~.!!~~~,~!~~ This Historical Quotes tool allows you to look up a security's exact closing price. Simply type in the symbol and a historical date to view a quote and mini chart for that security. yl ~ 12/23/01 IFRAF r:/d rl,'2 ilia il'2 ~\Jij~ >';n Spl:ts ~ ~ .".' J, '" ,rJ.meliriil -'ira(j.~.Ij_~r~ -- D~!!7~ >- . . ~ ~ OEhgCha~..~~ ti()m~ I to._bou~ I SQ.Q~~lore I ~edja _ReJ~tion~ 11.,.i~nsj!,lQ I J9lLQpR.P[tunt~i~~ I G.9_m~GLU~ I f:e~cjl;lac.~ I Help Copyright@ 1998-2001 Mar~Jw~tch,c::Qrn Inc. l!~H'!L~gnl~ml;l_nt applies. See our Rriy~tGy_~ti3,temE;!nt. Historical and current end-of-day data provided by toJE;!!,i3,c:JLve_O;3ta Gom. i i<;..) ( 6 S.. /" :,<~.( : .5'flS. i;~ ,'--, http://www.. ../default.asp?detect= 1 &symbol=FRAF &close _ date=2%2F23%2FO 1 &x=31 &y=2 3/28/01 BigCharts - Historical Quotes Page I of I ~. IiJmChar~ tofi1fSrmhoJ (ff Keyword's,:' Home i Quote. ,--- ~ -- --- , llUlCK CHAm: ~--- j JNTERACUVE CHARrJNC 8bouJ ~iQ.c:;tiar:ts Historical Quotes BJgReports: This Historical Quotes tool allows you to took up a security's exact closing price. Simply type in the symbol and a historical date to view a quote and mini chart for that security. ~ ~ IFRAF :;~ 1! .:-i'JD 1!JI]\tJ~ , , , ~A~ Amerltrade- , . .!J lit 12/26/01 17 t ') ;-;0 Splits D~T~~ > . . ~ ~ ~BlgCl\art._com l-:lpme I AQQl!t J Bookstor~ I Media Relatiol)s J Licensing l.,lgbQpP9r1b1mtLl;l.s, J CQJ1J<:lclJ.)s: [FeeQbll~1s jlielp Copyright @ 1998-2001 [v1arkeJ~_l!tcl:tl:;.Qr:n. Inc. j,.!SJ~LagreerTJent applies. See our privacy_sJ{:ltem..il'nt. Historical and current end-of-day data provided by IlJ1E;lJ~Gtiye__Oilta_GQrp. j -'M , i http://www.. ..Idefault.asp?detect= 1 &symbol=FRAF &c1ose _ date=2%2F26%2FO 1 &x=36&y=2 3/28/01 BigCharts - Historical Quotes Page I of I ~. wmChilr~ How much can you save? .'ii<<smartcan ~ "(11"''' . - - ----- aUlCK CHAHT Iltvri;ACTJVf ~HAFlTl~G~ About I3jgCb-~iis &tM~., tJtJ(eywrrnfs: Homo Quote. .' ....... New. i tndustrle. Matt&1il i Historical Quotes ._.C':__~_"'"""'""':'~""~"""_~"_'''''~~''''",""~"_,.,,,,","",_,~.t BlllReport. This Historical Quotes tool allows you to look up a security's exact closing price. Simply type in the symbol and a historical date to view a quote and mini chart for that security. ~I !..:. ILU 12/23/01 !:-.:'> !:' '~; (::= ,..' ,:'J, ,~,.~ ,'\ 1!Jij~~ :\.,!o S ~ ~ , ,# - ^ - Amerltrade" . . D~T5~ >- . . - OBIgQtta:rts~COItI HQm~ I AlJout I Boo~_::;Jor~ I M~dj<!B~I~ttqn~ I !-_j~ll:?jD9 I J9b.QpP.Qtlunlt!~$: I Gontaq Us I F:eecjb~ck J H~lp Copyright@ 1998-2001 Mar~~1wj~,t~h.c:qm Inc. User agr_e~mf;llJt applies. See our QrLv_~~y_ statemenJ. Historical and current end-af-day data provided by !nteracti~~J)~t~j'~_QIQ. 1.~ .--.~.4 IJ,'~, I y.. ~C{.J ~'-/1f!r(j ~-' I , '~J ;\.. http://www, big., .Idefaultasp?detect= I &symbol=LU&c1ose _ date=2%2F23 %2FO 1 &x=44&y=2 3/28/01 BigCharts - Historical Quotes Page I of I ~. Iim]ChilrtSr bJter SymbOl fJt'Keywords: -" ~ ~ -~~-- , QUICK CHART ] lNTfRA-;;r/VE CHARTING- 8_bout .e.J9-C.narts Historical Quotes BlgReports Home Quotes Newt This Historical Quotes tool allows you to look up a security's exact closing price. Simply type in the symbol and a historical date to view a quote and mini chart for that security. .!J ~. ::.LI 12/26/01 ;;;;}j\':;;:;U;li;[~illiilij;t:J .",w""rsr,rr +iPiU1,.XliGbm;idi ILU 12.-:; '" 12.5~1 '12.73 12.85 1!t1~~ [\if) Spnts D~"!~~ > . . ,If -A - Amerltrade- . . -.. . ... .- . r.'eere . ~ ~ ClBlgCharts,;coltt H_()m~ I AQout I ~O_o_~!?torl:! I fy1ElqjitR~.t~JjQn5 I Licensing I J9!LQpPQr1u[1ities J COlltaJ:LL!s I E~J~c;l_l:la.cJl; I _l::t~lp Copyright @ 1998-2001 Markl~Jw_@tch.com Inc. LJl?_eIJ~lgre~l1]enJ applies. See our pr.iY~_c:iJ;t~te:lTlent. Historical and current end~of~day data provided bylntE;1C<!Gti.ve Data_C..Qm. ~: c '_ ~ http://www.big.,.Idefault.asp?detect=l&symbol=LU&close _ date=2%2F26%2FO 1 &x=37 &y=2 3/28/0 I BigCharts - Historical Quotes Page I of 1 r.torSymb.1 (~, (ffKqwnnJs;\",j Home iQuotes News Industria.. - ~ ~~-- , QUICK CHAHt ,---------- i INTERACTIVE CHARTING I About Bjg::c:1iart~ ~. IiImChar~ Hlstorlcat Quotes ~!~~~!:!.~--,,,~. This Historical Quotes tool allows you to look up a security's exact closing price. Simply type in the symbol and a historical date to view a quote and mini chart for that security. ~ IORRF 12/23/01 . :'.<' /".", "', ; ~()'iv' i1/:; fiJiJ'ifij~ 1\0 Splits , '" "A- Ameritrade- . . D~1:~~ )t . . --... .. .. . 'Ja" e ere ~ ---.. OBIgC~~col11 Home I Abput I ~o9~~1()J~ I r~tediaReratjons Il.,il:;em>iog I J9~ qPRQ!:tuDjti~s I C()[1ta_GLLl~ I Eeedbac~ I _t1eJp Copyright@ 1996-2001 Mi'lxJsE;t~aJGJ1"co!Tllnc. U~el~g~eE:!ment applies. See our priY.a_cy._s.tCltement. Historical and current end.of-day data provided by Int~Lactj)LEtPata Coq:J:. , " 11'...1 i; r ,- .;:j l...:; J "-;~. http://www, ,.Jdefault.asp?detect= 1 &symbol=ORRF &close _ date=2%2F23%2FO I &x= 36&y=2 3/28/0 I BigCharts - Historical Quotes Page I of I Enter $ymlUJl (J'{KeyW&u - -- QUICK CHARY -- ~----~-~-- i INTERACTIVE CHARTING About _eigCjJ-~rts ~. IimlChirh' News i industriA" Historical Quotes ~)~,~~~s_,,,,, Homo This Historical Quotes tool allows you to look up a security's exact closing price. Simply type in the symbol and a historical date to view a quote and mini chart for that security. .!J IORRF 12/26/01 .';.'..,'..,.,.....,.,.,.,._H, ;',>'-:/J;:-:'C;;,":i\:;,,,/j _<v. V<FiYW _. ~ .. ',:.;m\l",dffiG q:, ~j mlj~ No Spiits D~1~~ > . . ~ ~ ..'............ .. '\..'-... ,''':;.'h;? ;,.Amel1..... 'k,__ .. .... Illll!!, 'trade tiere -.... . . . 'ra eere ClBlgCftarts..Ci)m _t1qme: I ~bOl!t I 890~~t9Ie: I Medja_Reti3,tions I licensing I J.9_b_OPPc)ilunHies I GolJt~c_t Vs I f~!3:dl:l~GIs I He:Jp Copyright@1998-2001 MClrkeJwaJG_h.<;om1nc. USE!r.<igr~~JTlent applies. See our prlvacystatemel1t. Historical and current end-at-day data provided by Il1tE!r<!G.tiveJ~_~ta_Corp. http://www. . ../default.asp?detect= I &symbol=ORRF &c1ose _ date=2%2F26%2FO 1 &x=43&y=2 3/28/0 I BigCharts - Historical Quotes Page 1 of 1 ~. I..i.ImChar~ Eider S-fWJu~l Dr Keywords:" Homo OUotas News industries 1---- -- - ~~ ~~ , aUICK CHAM I ,~---- ; lNT'fRACTJVf CHARTING I About (3jgCharts Historical Quotes 8tgReport& This Historical Quotes tool allows you to look up a security's exact closing price. Simply type in the symbol and a historical date to view a quote and mini chart for that security. ISSG H 7:: :'3.25 ,17,5 ;"12-80(: ~'iJilf!!I D~T~ts > . . " P -A" Ameritrade- . . ~e .7.1 , ....."..."........0.." - cr ;,-' 12/23/01 Sf, j\i'D ~ ~ -'... . .. ." " ra' _~__e~e ~BlgC~rts.comtlorne I About I Bqo_k~.tQ[~ I M~q[~B~latiQns I Ltc:ensing I JqttQpportl!nities I Contact. U$ I F~E;!clPack I Herp Copyright@ 1998-2001 M:CIJ!<.~1w.~j~l:1~o_m Inc. .LJser. ~gre_~r]"ll:,~nt applies. See our prjvac:y.statement. Historical and current end-of-day data provided by Interactive O~taGoJP. \_1':1 J < i \,>-..-.-' 't " (,;:Z -<: __ .J..) ;; i I' "-'" ,( http://www.bi...Idefault.asp?detect= 1 &symbol=SBC&close _ date=2%2F23%2FO 1 &x=46&y~2 3/28/01 BigCharts - Historical Quotes Page 1 of 1 Entcr Symbol orKe'fWlJf~ Homo i Quotes ~ - ~~---- , OUlCK CHAM ,.............------ ! INTfRACTlVfCHAflTlIVG About elg:C:~rt~ ~. ~Chal'~ HlstorlCillJ Quotes BlgReportll This Historical Quotes tool allows you to look up a security's exact closing price. Simply type in the symbol and a historical date to view a quote and mini chart for that security. .7t1 .l0,,". ISSG 1'1 12/26/01 ','..'.-, :;1C;" _l.; ;;.: iJllIl~ No S~)lits ," , -^~ Amerltrade- . . ~ ~ D~T~~ > . . -'.". .' '. , '~~_~~e____ ere OBlgcbarts..com l:Iome I ApguJ I Bookstore I MedjaREtI_~tioDS Il,ic;ensing I Job OPPQr1_lJr}jt!~~ I GontactUs I feedback I Help Copyright @ 1998-2001 Marke~watch.cQm Inc. U.s.~L~greemeQt applies. See our priyacy_ stateml3!nJ. Historical and current end-of-day data provided by lDJl;!ril~JLv~ PCitcLCQrp. A http://www.bi" . .Idefault.asp?detect= 1 &symbol=SBC&close _ date=2%2F26%2FO 1 &x=58&y=2 3/28/01 BigCharts - Historical Quotes Page I of I ~. ~Char~ How much can you save? .~.~ ~ t.. a:om . _11...1 ~1Ind'~ "'1' EsrSytnlroJ fN Keyword.t: ~'!"'\H<!<j/"i!<J-0<i<'t;;'ilj;?;;;i:"I~;;",;;l(0Ni:jlt1"!F7i0;; . ,.., 1 "p," , ,j, '1'"~'" . , \, l' 00Ai'.\d '<b"",Jllil114'<M 0 ;r,r'I!1~:'~'~~,'~",;. m~~~, irl~~'~j.~!~~'!t!\\r~~~~~1;; Home Quotes News i Indu:strlu. i - -- -~-- - - -- I aUlCK CHART ~IVEC~IrrI';;- About E3j9Cll~it$ Historical Quotes BJgRaports This Historical Quotes tool allows you to look up a security's exact closing price. Simply type in the symbol and a historical date to view a quote and mini chart for thai security. IQ 35.': :j5.:::' 313. '1 :!. "" n,-' ...'.:i.n;. (; S9.4nC ViJWl~ D~!~!'S > . . ~ ~ .11 'c:~ck--;_-~':W,:;h\liQ:;;: - 12/23/01 )\(1 Spilt::.; ,1, -A'- Amerlfrade- . . ....,' . ... . ';a ~mere . <CBlgcharts..com I-:lome I Abollt IBoQkst9r~ I tv1i:ldia R_elations I Licensing I J.9b_Oppor:tunjti~s, I G(mtaGJ_U~ I f~edbacK I HeJp Copyright @ 1998-2001MCiLlsetw~t~h.cQm Inc. Use.UigrEl:~lllellt applies. See our prjvacy_~t~J!'tm~Dt. Historical and current end-ot-day data provided by _lmElrC!G!jy~J2Cit",_corp. ~-[-"' -.., C' ~,-,-, J._, ,'. . '>.~ .' -') , /... .',0',-' http://www .bigc..Jdefaultasp?detect= I &symbol=Q&ciose _ date=2%2F23%2FO I &x=29&y= I 3/28/0 I BigCharts - Historical Quotes Page I of I ~. lilmCharU New Home loans DebtConsolhial:ion ;:Jnd~ortgage;;; fnter SynJuH oi Keywonts,: ( ~-- --- I QUICK CHAHT 1.:---- lNrfRACTlVE CHARTiNG I 6boqt 8J.gG.h;:lits Homo Quotes News MarkAtil HlstorlC3'1 Quotes BlgR.ports This Historical Quotes 1001 allows you to look up a security's exact closing price. Simply type in the symbol and a historical date to view a quote and mini chart for that security. :!J 10 ;, 12/26/01 hH,:::";:;ii::):~j;j',i;;dj\' - I. . Q Dai IV ...... ; )i It, . 42 nillql'!1 40 " t 38 Iii! I] I . Ii .11 36 !~ Ipli\;' il134 Feb thr ~Il~ -... . ~'. , . . 'Ja' e ere . ~ ~ D~T~ts: )t . . ...-............. . ......."'.11..... 'Ameritiir -I rade _ tt€,re . ClBlgCbarts..com Home I A.boLlJ I Bookstore I Medi;J__R~taJiorl5 I LicEtn~ing I J.ob OPPQr1uJ]jli.S!5: J ContaGt V$ I F~e~bacl< I Help Copyright@ 1998-2001 Market....,!'Itch,coJrllnc. lJ,s!3r~gLeJlm~nt applies. See our pr,ivacY_s.t.~Jl2.m~nt. Historical and current end-ot-day data provided by Interactjve_O~liLC_orp. http://www. bigc.. .Idefault.asp?detect= 1 &symbol=Q&close _ date=2%2F26%2FO I &x=41 &y=2 3/28/01 ~ Prudential - Tameko Robinson Customer Service Specialist Prudenliallnvestmenls Annuity Services POBox 7960 Philadelphia, PA 19101 (888) 778-2888 www.prudential.com JOEL R ZULLINGER 14 NORTH MAIN ST SUITE 200 CHAMBERSBURG P A 1720 I Owner: Isabel S. Shank Contract EO 166651 Account 03800196072 May 10,2001 Dear Mr. Zullinger: Thank you for your letter dated March 28, 2001. In response to your request [ will explain what type of accounts that the above named client owned. Contract EOl66651 is a Prudential Discovery Select Variable annuity. This is a Non Qualified annuity opened September 27, 1999, owned solely by Isabel S. Shank. Since this is a variable annuity invested in variable funds, it does not earn a specific amount of interest. However as of February 26, 2001, the first business day after the date of death, the contract value was $56,479.51. Account 03800196072 is a Prudential mutual fund. This is a Non Qualified fund invested in Municipal Series Fund-PA Series. This fund was opened May 1, 1995. The fund also fluctuates daily in price and does not pay a specific amount of interest. However as of February 26,2001. this fund's value was $32,668.56. I trust you will find this information helpful. If you have any questions or need further assistance, please contact your representative or the Prudential Annuity Service Center. You can reach us at (888) 778-2888 between the hours of 8:00 a.m. and 9:00 p.m., Eastern time, Monday through Friday. If you are using a telecommunications device for the hearing impaired (TDD), please call (800) 654-7637 between the hours of 8:00 a.m. and 8:00 p.m. One of our Customer Service Representatives will be happy to assist you. sintrely, , IV':' I .", \" / 1 VI/ 1':1 .j ~'~/_' r I lY~. Tameko Robinson Customer Service Representative Registered Representative ~ , : i .' f- /'. , I , \ \:1, /' ,( . fie) ).. \t...,; _.~-' '-' ~.~.- Registered Representative Prudential Investment Management SelVices LLC A Prudential company Gateway Center Three -- 14th Floor Newark, New Jersey 07102-4077 (973) 802-8624 A Prudential business ~ ORRSTOWN BANK TO Joel R. Zullinger 14 North Main Street, Suite 200 Chambersburg, PA 17201 FROM: ORRSTOWN BANK PO BOX 250 SHIPPENSBURG PA 17257-0250 RE ESTATE OF Isabel S. Shank DECEASED DATE OF DEATH February 25,2001 IT IS HEREBY CERTIFIED THAT THE ABOVE NAMED DECEDENT HAD, ON THE ABOVE DATE, THE FOLLOWING ACCOUNTS WITH ORRSTOWN BANK: (1) CHECKING ACCOUNTS DATE OF DEATH ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPLE & ACCRUED INTEREST 000315338 Isabel S. Shank 06-01-73 3,347.51 1.72 (2) SAVINGS ACCOUNTS DATE OF DEATH ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPLE & ACCRUED INTEREST 000786934 Isabel S. Shank 09-27-93 8,820.71 28.03 (3) CERTIFICATES OF DEPOSIT DATE OF DEATH ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPLE & ACCRUED INTEREST Date: 04-17-01 By: Wendy Bullock PO Box 250 . 5hippensburg, PA 17257. (717) 532-6114' (717) 532-4143 Fax' www.orrstown.com