The URL can be used to link to this page

Home My WebLink About01-0895 PETITION FOR PROBATE & GRANT OF LETTERS Estate of LEONE S. ORNDORFF No. 21-01- <j>q C;; also known as To: Register of Wills for the . deceased. County of Cumberland Social Security No. 166-12-4833 Commonwealth of Pennsylvania The Petition of the undersigned respectfully represents that: Your Petitioners, who is 18 years of age or older and the Executor named in the Last Will of the above decedent dated March 11 . 1999, and codicils dated none. 19----=. The Executor named none died . Renunciations for none attached hereto. Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal residence at 24 Circle Drive. Middlesex Township. Carlisle Decedent, then ~ years of age, died September 17 . 2001, at 24 Circle Drive. Carlisle. PA Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the Will offered for probate; was not the victim of a killing and was never adjudicated incompetent: 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 PA (If not domiciled in PA) Personal property in County Value of real estate in Pennsylvania, situated as follows: $40.000.00 $ $ $ WHEREFORE, Petitioners respectfully requests the probate of the Last Will and Codicil(s) presented herewith and the grant of letters testamentary thereon. Signature(s) and Residence(s) of Petitioner(s): ~ ~ ~ lf7-n", ;/.. 4 Nor an J. o/rldO 24 Circle Drive Carlisle. PA 17013 717-249-4874 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA S5 COUNTY OF CUMBERLAND The Petitioner(s) above named swear(s) or 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 of the above decedent, petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed before me this 28th day of Z/~ / ~ ~. · _'lp?1. · f\ ~ ~!:-. ~/ ~ ~~ ~~ ~ NormanJ.,orndorff ~ ~ C LEWIS Register \i - 'b - q No. 21-01- 895 Estate of LEONE S. ORNDORFF , deceased. DECREE OF PROBATE & GRANT OF LETTERS AND NOW, SEPTEMBER 28.. . 2001, in consideration of the Petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated March 11. 1999 described therein be admitted to probate and filed of record as the Last Will of Leone S. Orndorff : and Letters Testamentary are hereby granted to Norman J. Orndorff " FEES Probate, Letters, Etc. . . . . . . . $ 70.00 Short Certificates(-3- ) . . . . $ 9.00 Renunciation(s) .......... . $ JCP ...... . . . . . . . . . . . . . . $ 5.00 Other Will Paoes (-2-) .... $ 6.00 TOTAL: .... $ 90.00 Filed . .S.E.~1.. . ~$,. ?-O.O.1. . . . . . . . . . . . Register of Ills MARY CLEWIS IRWIN McKNIGHT)!t. HUGHES ~~ 'J,~ Rooer B. In. Esq. (06282) ATTORN (Sup. Ct. 1.0. No.) 60 West Pomfret 81.. Carlisle. PA 17013 . ADDRESS 717 -249-2353 PHONE Called attorney on 9-28-01 0".80) REV 9/86 f h d 1 fil d h me as This is to certify that the information here given is correctly copied from an original certifictate 0 deat . ~r 1 e wit Local Registrar. The original certificate will be forwarded to the State Vital Records Office or permanent 1 mg. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 p 7578736 No. ):t._~. ~~~~ Local Registrar SEP 1 9 2001 Date Hl05.1.:3 Rev. 2/87 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH 0 VITAL RECORDS CERTIFICATE OF DEATH 'RINT SWE FILE NUMBER SOCIAl. SECURITY NUMBER 1 66 - 12 "ENT :INK NAME OF DECEDENT (Firs" Middle. LaII) 1. Leone S. OmCbrff SEX 2. F UNDER 1 DAY HourI ! Mlnuto. BIRTHPlACE (City and Stll. or Foreign Country) 7 Taneytown, MD . FACILITY NAME (II not insl~ution. give street and number) UNDER 1 YEAR MonIhs Days ;<'1 Middlesex Twp. 24 Circle Drive Ie Ill. KIND OF BUSINESSIINDUSTRY Cumberland .... ~.~~~~~~~~~IN _0 No5a DECEDENT'S USUAl. OCCUMION (~~~c::''::~,~ . 11 . Iia'la'naker llb.Her own Heme DECEDENT'S MAILING ADDRESS (SIr... CityllOwn, Stele. Zip Code) DECEDENT'S ACTUAl. RESIDENCE (See inlIruction8 an oIhw_) 12. 170. SIalo PA ~=ity>O MARITAL STATUS. Married ~,M.mod, WIdowocl, DMlrl:ed (SpeclIy) 1.. Married RACE. American Indian, Bl8ck, Whllo. ate. (Specify) 10. White SURVIVING SPOUSE (If wife. give lNIiden name) 17o:KJ _,__In 1 . Norman J. OmCbrf f Middlesex lwp 24 Circle Drive ,..Carlisle, PA 17013 FRHER'S NAME (First. Middle. Lost) ,.. Zacharias W. Sanders INFORMANT'S NAME (Typa'Print) zo.. Norman J. Orndorff METHOO OF DfSPOSIT~ . 8uriol l.J Cremation D Donation D Othor (Spocityl . 211. . SIGNATURE OF FU DId decodent live In a Cumberland townohIp? 17d.o ~~N=ol MOTm.~(Fir~~iddIe~~name) 1 INFORMANT'S MAILING ADDRESS (SIr", CiIyITown. SlaIO. Zip Code) 24 Circle Drive, Carlisle, PA 17013 PLACE OF DISPOSITION. Neme 01 Cametory, Crema10ry L~. PtY~,Jl"\f, Zi!' Code otOtlllrPl8eo North Ml00.leron Twp. 1ft. Patricks Catlx>lic Cern. 21d.Carlisle, PA 17013 NAME AND ADDRESS OF FACILITY Dc. EWing Brothers Funeral Hare, Carlisle, PA 17013 LICENSE NUMBER DATE SIGNED (Month. Day. \\tar) 17b.Cou .. nME OF DEATH D E PRONOUNCED DEAD (Month. Day. 'lllor) ~. aprx 6: 30 aM. 25. 9/17/2001 27. PART I: Entorllle _, injurieo otcomplicalions _ ca.-d tho death. Do not ontOrthe modo of dying. sUCh.. cardiac Of ..pratory O"HI, ahock Of heort failuro. Ual only one ca... on _line. [ : ~\S"e~ DUE 10 (OR AS A CONSEOUENCE OF): DUE 1O(OA AS A CONSEOUENCE OF): WERE AUTOPSY FINDINGS _ILABLE PRIOR 10 COMPLETION OF CAUSE OF DEATH? MANNER OF DEATH DATE OF INJURY (Month. Dell Veer> ~ o Z3 . Z3c. Y<l'S CASE REFERRED 10 :DOL EXAMINERICORONER? No r$ 21, .. I ApproximOlo PART II: Olhor aignlIIcont concli1lono contributing to cIeoth, but ! =-~= not ..lURing in tho underlying couoa given In PART I. I I I nME OF INJURY INJURY J(f WORK? DESCRIBE HOW INJURY OCCURRED. Homicide Pending In_igo'lon Coukl not be determined o o D PLACE OF INJURY .AI_.farm, Olroot, factory, offico M. buIdIng. Ole. ($pdy) 300. ..-s D NoD Nalural Accidont No~ _0 NoD Sulcldo .2'" _. CERTIFIER (Chock only ana) 'CERTIFYING PHYSICIAN (Phyticjan eortityinQ C8UM 01 dooIh when another physician.... pronounced cIeoll> and compieled lIem 23) Tolho_olmyl~._occ:vrredd...lolhoCOUOO(o)_lIlOn...os_....,.........,.,......... ....................."..,. 21. 'PIlONOUNCJNG AND CERTII'YING PHYSICIAN (Physicion bOlIl pronouncing dooIh and certilying 10 cauoe 01 death) TOlho_olmylnowlodgo,_occurracIotlhotlme,dota, ond~,and cIuo 10 lhooouoa(s) and man..... 0_.. ..,........,....,...,... 'MEDlCAL EXAMlHERlCOAOHER On \tie bala ol.._tn8tlon ondIor InYfttIgotlon, In my opinion, c1alh occull'Od ot \tie tlm.. dot., Ind pt_, Ind duo to tho cou"Ca) Ind _..atatocl.......,......................................,.................................................. . '10. REGISTRAR'S SIGNRURE AND id.J l lal \ 10 I (') ~1.3 M, LAST WILL AND TESTAMENT I, LEONE S. ORNDORFF, of Middlesex Township, Cumberland County, Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly revoking all Wills and Codicils heretofore made by me. 1. I direct my executor to pay all of my debts, funeral and administrative expenses as soon as may be done conveniently after my decease. 2. I authorize and empower my executor to sell any realty owned by me at my death, and not specifically devised herein, at either public or private sale, and to give good and sufficient deeds therefor, in fee simple, as I could do if living. 3. I give, devise and bequeath all of my estate of every nature and wherever situate to my husband, Norman J. Orndorff; providing he shall survive me by sixty days. 4. Should the gift in Paragraph No. 3 not take effect, I devise and bequeath all of my estate of every nature and wherever situate to my five children, 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 Norman J. Orndorff to be the executor of this my Last Will and Testament, he is to serve as such without bond. Should he die before my death, renounce or refuse to serve for any reason, or die leaving any of my estate unadministered, I nominate and appoint Elizabeth A. Chew and Mary O. Hoff, as substitute executrices, also to serve as such without bond, with the same powers as are given herein to my executor. 6. I hereby request that my personal representatives retain the services of Irwin, McKnight & Hughes as attorneys in the settlement of my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 11 TH day of March, 1999. ~ /:~SEAL) LEONE~.ORNDORFF t Signed, sealed, published and declared by LEONE S. ORNDORFF, the testatrix above named, as and for her Last Will and Testament, in the presence of us, who, at her request, in her presence and in the presence of each other have subscribed our names as witnesses hereto. 2 ACKNOWLEDGMENT AND AFFIDAVIT WE, LEONE S. ORNDORFF, CHERYL L. CLELAND and MARTHA L. NOEL, the testatrix and witnesses respectively, whose names are signed to the foregoing instrument, being fITst duly sworn, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her Last Will, and that she had signed willingly, and that she executed it as her free and voluntary act for the purpose herein expressed, and that each of the witnesses, in the presence and hearing of the testatrix, signed the Will as a witness and that to the best of their knowledge the testatrix was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF CUMBERLAND Subscribed, sworn to and acknowledged before me by LEONE S. ORNDORFF, the testatrix herein and subscribed and sworn to before me by CHERYL L. CLELAND and MARTHA L. NOEL, witnesses, this 11TH day of March, 1999. t3.~ ary Public Notarial Seal Roger B. Irwin, Notary Public Carlisle Bora, Cumberland County My Commission Expires Oct. 3, 2000 Member, Pennsylvania Association of Notaries ---- ~ CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: LEONE S. ORNDORFF Date of Death: September 17.2001 Estate No.: 21-01-0895 To the Register: I certify that notice of the beneficial interest required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on October 29. 2001 . Name Address Norman J. Orndorff 24 Circle Drive. Carlisle. P A 17013 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none. Date: 10/29/01 3.cB.- Name Roger B. Irwin. Esquire Address 60 West Pomfret Street Carlisle. PA 17013 Telephone (717) 249-2353 Capacity: Personal Representative x Counsel for Personal Representative ~ /~-/D-9 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG. PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEHENT~ ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 12-17-2001 ORNDORFF 09-17-2001 21 01-0895 CUMBERLAND 101 Recoraeo Reel!' (:t..-,,,- ;::J""~i;;.:'; of V;Jills ROGER B IRWIN ESQ .01 Ole 27 A10 :12 IRWIN ETAL 60 W POMFRET ST Cierk/~; CARLISLE Dtf.~lll~no Court I PA * REV-1547 EX AFP (12-00) LEONE S Allount Rellitted CHANGED 1I) (2) (3) (4) (5) (6) (7) .00 6,951.50 .00 .00 36,451.51 .00 .00 (8) 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-Y:is4-j-Ex--AFP-li'2:oo1--NOY-iCE-oF-YNHEifiTANCi-YAjr~rpPRA-isEirENT-,--Ai:l-owANci-ifi----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF ORNDORFF LEONE S FILE NO. 21 01-0895 ACN 101 DATE 12-17-2001 TAX RETURN WAS: (X) ACCEPTED AS FILED 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. 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 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Hisc. Expenses (Schedule H) 10. Debts/Hortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequestsj Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 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 NOTE: (9) lID) 5~600.00 NOTE: To insure proper credit to your account~ subllit the upper portion of this forll with your tax paYllent. 43~403.01 1i.600 00 37~803.01 .00 37~803.01 1I9)= .00 .00 .00 .00 .00 .00 1I1) 1I2) 1I3) 1I4) 37~803.01X 00 = .00 X 045= .00 X 12 = .00 X 15 = TAX CREDITS: PAYHENT RECEIPT DISCOUNT (+) AHOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 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 $l~ NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR) ~ YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) STATUS REPORT UNDER RULE 6.12 0. 7f--~ Name of Decedent: LEONE S. ORNDORFF Date of Death: September 17.2001 No. 21-01-0895 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: -..L.. 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 -X-No b. The separate Orphans' 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? -X- Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of Orphan's Court and may be attached to this report. Signature ..~. ltrJ /6 ~ J / (,- Date: 1/ 14/02 IRWIN, McKNIGHT & HUGHES 0- Roger B. Irwin. Esquire Name (please type or print) 60 West Pomfret Street Address Carlisle. PA 17013 City, State, Zip (717) 249-2353 Telephone Number ':::5 N c;) U\ - Capacity: z c:e: .., 'j::i , .'.) '" ..a "C E i,'j)- ~_. - au x Personal Representative Counsel for Personal Representative 'J':,,<, 6';~ u ".)' wa: ex: ~ ~, . REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT REV-1500 EX + (6-00) CAPB HpRL EplO CRAC KOTK ES D E C E D E N T COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Orndorff Leone S. DATE OF DEATH (MM-DD-YEAR) 11-10- or OFFICIAL USE ON L Y FILE NUMBER COUNTY CODE 21-01-0895 YEAR NUMBER SOCIAL SECURITY NUMBER 166-12-4833 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE None 6,951. 50 None None 36,451.51 None None 5,600.00 None x X X X .0 0 .0 45 .12 .15 DATE OF BIRTH (MM-DD- YEAR) 09/17/2001 04/27/1921 (IF APPLICABLE SURVIVING SPOUSE'S NAME LAST, FIRST, AND MIDDLE INITIAL Orndorff, Norman J. X 1, Original Return 4. Limited Estate X 6. Decedent Died Testate 2. 4a. 7. Supplemental Return Future Interest Compromise (date of death after 12-12-82) Decedent Maintained a Living Trust REGISTER OF WILLS SOCIAL SECURITY NUMBER o D 3. Remainder Return ~rr6~ ~f ?i~}~ -82) 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes 11. Election to tax under Sec. 9113(A) (Attach Sch 0) C P o 0 R N R D E E S N T C o M P T U A T X A T I o N (Attach copy of Will) (Attach copy of Trust) D 9. Litigation Proceeds Received D 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) NAME Ro er B. Irwin Es . FIRM NAME (If Applicable) COMPLETE MAILING ADDRESS 60 West Pomfret Street West Pomfret Professional Bldg. Carlisle, PA 17013 1 249-2353 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) D 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 Il (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) IRWIN McKNIGHT & HUGHES TELEPHONE NUMBER (1) (2) (3) R E C A P I T U L A T I o N (4) (5) OFFICIAL USE ON L Y (8) 43,403.01 ( 11) 5,600.00 (12) 37,803.01 (13) (14) 37,803.01 (15) (16) (17) (18) (19) 0.00 0.00 0.00 0.00 0.00 (6) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(aX 1.2) 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 37,803.01 Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) REV -1503 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE B STOCKS & BONDS FILE NUMBER Leone S. Orndorff SS1f 166-12-4833 09/17/2001 21-01-0895 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE DESCRIPTION UNIT VALUE NUMBER OF DEATH 1 543.9361 shares Waypoint Financial Corp. - common, 12.78 6,951.50 traded NYSE TOTAL (Also enter on line 2, Recapitulation) 6,951. 50 (It more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1S03 EX (Rev. 1-97) REV-1508 EX + (1-97) COMMONWEAL TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Leone S. Orndorff SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY SSil 166-12-4833 09/17/2001 FILE NUMBER 21-01-0895 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 M&T Bank - checking DESCRIPTION VALUE AT DATE OF DEATH 4,740.03 2 M&T Bank - certificate 3 Members First Federal Credit Union - savings 4 Members First Federal Credit Union - certificate 5 Members First Federal Credit Un ion - certificate 6 Waypoint Bank - certificate 7 Waypoint Bank - certificate 8 Waypoint Bank 9 Waypoint Bank - certificate 3,364.42 25.00 2,098.62 5,391.06 4,355.29 4,769.97 6,388.16 5,318.96 TOTAL (Also enter on line 5, Recapitulation) $ 36,451.51 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1508 EX (Rev. 1-97) REV-1511 EX +(1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Leone S. Orndorff SS:/! 166-12-4833 09/17/2001 FILE NUMBER 21-01-0895 Debts of decedent must be reported on Schedule I. ITEM NUMBER A. DESCRIPTION AMOUNT FUNERAL EXPENSES: B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) I EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. 3. Attorney's Fees IRWIN McKNIGHT & HUGHES Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Norman J. Orndorff Street Address 24 Circle Drive City Carlisle State PA Zip 17013 Relationship of Claimant to Decedent Spouse 2,000.00 3,500.00 4. Probate Fees Register of Wills 90.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. 1 Other Administrative Costs Register of Wills - filing fee 10.00 TOTAL (Also enter on line 9, Recapitulation) $ 5,600.00 (If more space is needed, insert additional sheets of the same size) Copyright (e) 1996 form software onlyCPSystems,lne. Form REV-1511 EX (Rev. 1-97) REV -1513 EX + (9-00) COMMONWEAL TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Leone S. Orndorff SS# 166-12-4833 SCHEDULE J BENEFICIAR IES 09/17 /2001 FILE NUMBER 21-01-0895 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List Trustee(s) OF ESTATE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116(a)(1.2)] 1 Norman J. Orndorff 24 Circle Drive Carlisle, PA 17013 Spouse remainder ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON- TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- 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) Copyright (c) 2000 form software only The Lackner Group, Inc. 0.00 Form REV-1513 EX (Rev. 9-00) LAST WILL AND TESTAMENT I, LEONE S. ORNDORFF, of Middlesex Township, Cumberland County, Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly revoking all Wills and Codicils heretofore made by me. 1. I direct my executor to pay all of my debts, funeral and administrative expenses as soon as may be done conveniently after my decease. 2. I authorize and empower my executor to sell any realty owned by me at my death, and not specifically devised herein, at either public or private sale, and to give good and sufficient deeds therefor, in fee simple, as I could do if living. 3. I give, devise and bequeath all of my estate of every nature and wherever situate to my husband, Norman J. Orndorff; providing he shall survive me by sixty days. 4. Should the gift in Paragraph No.3 not take effect, I devise and bequeath all of my estate of every nature and wherever situate to my five children, 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 Norman J. Orndorff to be the executor of this my Last Will and Testament, he is to serve as such without bond. Should he die before my death, renounce or refuse to serve for any reason, or die leaving any of my estate unadministered, I nominate and appoint Elizabeth A. Chew and Mary O. Hoff, as substitute executrices, also to serve as such without bond, with the same powers as are given herein to my executor. 6. I hereby request that my personal representatives retain the servlces of Irwin, McKnight & Hughes as attorneys in the settlement of my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 11TH day of March, 1999. or~ /~SEAL) LEONE'S. ORNDORFF / Signed, sealed, published and declared by LEONE S. ORNDORFF, the testatrix above named, as and for her Last Will and Testament, in the presence of us, who, at her request, in her presence and in the presence of each other have subscribed our names as witnesses hereto. 2 ACKNOWLEDGMENT AND AFFIDAVIT WE, LEONE S. ORNDORFF, CHERYL L. CLELAND and MARTHA L. NOEL, the testatrix and witnesses respectively, whose names are signed to the 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 that she had signed willingly, and that she executed it as her free and voluntary act for the purpose herein expressed, and that each of the witnesses, in the presence and hearing of the testatrix, signed the Will as a witness and that to the best of their knowledge the testatrix was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. LEONE S. ORNDORFF .~' t:4i!;/ /U~ J CHER L. CLELAND :1~~~ COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF CUMBERLAND Subscribed, sworn to and acknowledged before me by LEONE S. ORNDORFF, the testatrix herein and subscribed and sworn to before me by CHERYL L. CLELAND and MARTHA L. NOEL, witnesses, this 11TH day of March, 1999. '1.di~ ary Public Notarial Seal Roger B, Irwin. Notary Public Carlisle Bore. Cumberland County My Commission Expires Oct 3. 2000 Member, Pennsylvania Association of Notaries MembersJ FEDERAL CREDIT UNION I:\'SVRA\TCE DEPARTME\TT 5000 LOUISE DRIVE P. O. BOX 40 MECHANICSBURG, PA 17055 1 -800-283-2328 or (717) 697-1161 ~~~~uw~~ OCT 24 2001 IRWIN, McKNIGrlT & HUGHES October 22, 2001 Roger B. Irwin Irwin, McKnight & Hughes West Pomfret Professional Building 60 W. Pomfret Street Carlisle, P A 17013-3222 RE: Estate of Leone S. Orndorff SSIN 166-12-4833 Dear Mr. Irwin, Enclosed is the information requested in your letter of September 28, 2001 regarding the accounts held with Members 1 st by Leone Orndorff. Please do not hesitate to contact me should you have any questions or require additional information. r\ ~ Vry;~IY_y~~(~ &;';:YICC' l/ Denise A. Anders Insurance Products Supervisor Enc losure MembersJ FEDERAL CREDIT UNION PRIMARY OWNER: REGULAR SAVINGS ACCOUNT: Account Number/Suffix Date Account Opened Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Interest Earned from 111/01 to Date of Death Name of Joint Owner CERTIFICA TES OF DEPOSIT: Account Number/Suffix Date Certificate Purchased Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Interest Earned from 111/01 to Date of Death Name of Joint Owner PRIMARY OWNER: REGULAR SAVINGS ACCOUNT: Account Number/Suffix Date Account Opened Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Interest Earned from 111/01 to Date of Death Name of Joint Owner Date Joint Ownership Created INVESTMENT SAVINGS ACCOUNT: Account Number/Suffix Date Account Opened Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Interest Earned from 111/01 to Date of Death Name of Joint Owner Date Joint Ownership Created LEONE S. ORNDORFF 193242 -00 04/2512000 $25.00 $.00 $25.00 $.00 None 193242 -40 18 MO 04/2512000 $2,092.87 $5.75 $2,098.62 $91.11 None NORMAN J. ORNDORF 169827 -00 08/05/1997 $26.47 $.00 $26.47 $.00 Leone S. Orndorff 08/05/1 997 169827 -05 08/05/1997 $27,048.98 $37.35 $27,086.33 $548.54 Leone S. Orndorff 08/05/1997 I:-.ISlJRANCE DEPART:\(E;\fT 5000 LOUISE DRIVE P. o. BOX 40 MECHANICSBURG. PA 17055 I -800-283-2328 or (717) 697-1161 193242 -41 2 YR 1011112000 $5,374.85 $16.21 $5,391.06 $256.16 None Leone S. Orndorff Page Two CERTIFICATES OF DEPOSIT: Account Number/Suffix Date Certificate Purchased Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Interest Earned from III /0 I-Date of Death Name of Joint Owner Date Joint Ownership Created CERTIFICATES OF DEPOSIT: Account Number/Suffix Date Certificate Purchased Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Interest Earned from 111/01 to Date of Death Name of Joint Owner Date Joint Ownership Created REDEEMED CERTIFICATE OF DEPOSIT: Account Number/Suffix Date Certificate Purchased Date of Certificate Redemption/Maturity Principal Balance on Date of Redemption/Maturity Interest Paid to Date of Redemption/Maturity Total Principal and Accrued Interest Interest Earned from 1/1/0 I to Date of Closing Name of Joint Owner Date Joint Ownership Created Estate of: LEONE S. ORNDORFF Date of Death: 09/17/2001 Social Security Number: 166-12-4833 169827 -41 4 YR 01/29/1998 $18,710.71 $50.61 $18,761.32 $801.73 Leone S. Orndorff 01/29/1998 169827 -43 18 MO 04/25/2000 $5,605.91 $16.22 $5,622.13 $256.56 Leone S. Orndorff 04/25/2000 169827 -40 18 MO 01/29/1998 01/27 /200 I $23,434.07 $81.63 $23,515.70* $81.63 Leone S. Orndorff 01/29/1998 169827 -42 4 YR 05/12/1998 $6,045.31 $15.24 $6,060.55 $241.76 Leone S. Orndorff 05/1211998 169827 -44 2 YR ] 0/11/2000 $38,053.06 $114.76 $38,167.82 $],699.08 Leone S. Orndorff 10/11/2000 *Funds transferred to 169827-44 MflERS I ST FED RAL ,d J . ;;... U:ru~( . /-( Denise A. Anders Insurance Products Supervisor October 22, 200] . DIT UNION . ~ M&rBan1{ October 12,2001 RE: Estate Search The Estate of: Date of Death (D.O.D.) LEONE S ORNDORFF 9/17/2001 To Whom It May Concern: Identified below is the account information requested. I. M&T Bank accOlmts in which the decedent's name appears: Account Type Account Number Account Title Opening Branch D.O.D. Accrued Interest Balances (Includes Accr. Int.) $4740.03 $.00 CHK 633429 OPENED 2/84 31003910510906 OPENED 10/99 LEONE S ORNDORFF 4319 CD LEONE S ORNDORFF 4319 $3364.42 $179.26 2. Loans, Mortgages, or other obligations titled in the decedent's name Account Number Amount Owed Account Description No Safe Deposit Box titled in the Decedent's name existed at our office. If you have any questions about the information provided, please contact our Records Department at (716) 635-4010 or 1-800-724- 2440 outside ofthe Buffalo, NY calling area. Thank you. Sincerely, M&T BANK CORPORA nON BY: rJ~~~~~ Authorized Signature DATE: ( () - l 1- -0 I Manufacturers and Traders Trust Company · 1100 Wehrle Drive. PO. Box 767, Buffalo, NY 14240-0767 V1Way~qi!lJ LOOK FOR US. WE'LL GET YOU THERE. 10/02/2001 IRWIN MCKNIGHT & HUGHES 60 WEST POMFRET ST CARLISLE PA 17013 The information which you requested on the account(s) of LEONE ORNDORFF DECEASED (Social Security Number 166-12-4833) is/are as follows: Account Number 1756255085 1756290849 1758317243 1761246562 1793290848 Class of Account CERTIFICA TE CERTIFICA TE CERTIFICATE CER TIFICA TE CERTIFICATE Date Opened 12/15/94 OS/22/96 08/05/97 02/22/94 OS/22/96 Principal Balance 8757,45 4295.26 4705.61 6321.43 5245.65 Accrued Interest 111.54 60.03 64.36 66.73 73.31 Balance at Date of 8868.99 4355.29 4769.97 6388.16 5318.96 Death Account Ownership JTO SOLE SOLE SOLE SOLE Name of Joint NORMAN Owner, if any ORNDORFF Date Ownership 12/15/94 Was Established Account Number Class of Account Date Opened Principal Balance Accrued Interest Balance at Date of Death Account Ownership Name of Joint Owner, if any Date Ownership Was Established ~tfG@:UW~~ ~. r'- 4 2001 ()\., I - , ; 'RUJnl lA llhllnrr \I PlIGHt, ~\ 1\\ j1nCi\\'i\\J1Ji 0t diJ [.; Additional Information Requested PLEASE COMPLETE W-9 1?;Z1): Lint- KAT~ yot]NGY SENIOR SERVICES REP. P.O. Box 1711. HARRISBURG. PENNSYLVANIA 17105-1711 Toll Free 1-866-WAYPOINT (1-866-929-7646) . www.waypointbank.com 10/03/01 WED 21:51 FAX 908 4972320 DRP DEPT. l4I 002 Registrar and Transfer Company 10 Commerce DriZ/~', Cranford, Nfrw]ersey 07016-3')72 Tel: (908) 497-2300 Fax: (908) 497.2320 October 3,2001 Irwin, Mcknight & Hughes 60 West Pomfret St. Carlisle, PA 17013 Re: Waypoint Financial Leone S. Orndorff Dear: Mr. Irwin: Please be advised that as of September 17, 2001 Mr. Orndorff had 543.9361 shares in his account. 531 shares are in certificate form. the certificates are # 8815 for 71 shares issued in 10/17/2000, the other # 10833 for 460 shares was issued iI112/04/00. The remaining shares 12.9361 are in dividend reinvestment plan. The account number is 4026520001 The Tegistration is as follows Leone S. Orndorff 24 Circle dr. Carlisle, P A 17013-8895 If you have any questions please call me at 1-800-525-7686 ext. 2634. Sincerely, /ZIP ~7- Paul Gaspar ACCOUllt Administrator Dividend Reinvestment Dept. 18,l6 -'. Securities Transfer SenJices Siru;e 1899