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CUMBERLAND COUNTY
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ESTATE OF Samuel Martin Oberholtzer, III ,DECEASED
No. 2007-0685
PETITION FORADJUDICATION /
STATEMENT OF PROPOSED DISTRIBUTION
PURSUANT TO Pa. O.C. Rule 6.9
This form may be used in all cases involving the Audit of the Account of a Decedent's Estate. If
space is insufficient, riders may be attached. Attach the spouse's election, if arty; the papers
required under items 8-19 inclusive; and arty instrument pertinent to the adjudication.
INCLUDEATTACHMENTSATTHF BACK OF THIS FORM.
The First and Final Account of Karl M. Ledebohm, Esq., Executor for the Estate of Samuel
Martin Oberholtzer, III, Deceased is attached hereto as Exhibit "A" and made part hereof.
Name of Counsel: Karl M. Ledebohm, Esq.
Supreme Court I.D. No.: 59012
Name of Law Firm: Karl M. Ledebohm, Esq
Address: P.O. Box 173
Telephone: 717-938-6929
Fax: 717-932-0317
Form oc-oi rev. 10./3.06 Page 1 of 10
Estate of Samuel Martin Oberholtzer, III
1. Name(s) and address(es) of Petitioner(s):
Name:
Kazl M. Ledebohm, Executor
Address: P.~. BOX 173
New Cumberland, PA 17070-0173
Identify any executors or administrators who have not joined in the Petition for
Adjudication and Statement of Proposed Distribution and state reason:
None
Deceased
Is this the first accounting by this fiduciary? ..................... m Yes ^ No
If not, identify prior accountings, the accounting periods covered, and the date of
adjudication of the prior accounting.
2. Decedent died on July 5, 2007
~ Letters Testamentary or ^Letters of Administration were granted to Petitioner(s) on
Date of Will (if applicable): September 29, 2006
Date(s) of Codicil(s) (if applicable): n/a
Date of probate (if d~erent from date Letters granted): July 19, 2007
Was a bond required? [Yes [,~ No If yes, state amount:
Are proofs of advertising of the grant of Letters attached? ......... m Yes ^ No
Dates of advertising of the grant of Letters: Cumberland Law Journal on August 3,
10 and 17, 2007. The Patriot July 25, August 1 & 7, 2007.
Form OC-01 rev. 10.13.06 Page 2 of 10
Estate of Samuel Martin Oberholtzer, III
Deceased
3. Was decedent survived by a spouse? ............................. ^Yes m No
If yes, name of the surviving spouse:
4. Has the surviving spouse filed to take an elective share? ............. ^Yes m No
(See Section 2201 et se . of the Probate, Estates and Fiduciaries Code)
If yes, date of election:
5. In the case of an intestacy, state the names of the decedent's surviving children or
surviving issue of deceased children (if none, so state): None
6. Did decedent marry after execution of Will or Codicil(s)? ........... ^Yes ~ No
Were any children born to decedent after execution of
Will or Codicil(s)? ........................................... ^Yes ~ No
If yes, give names and dates of birth:
Name:
Date of Birth:
7. If required by the Medical Assistance Estate Recovery Act,
62 P.S. § 1412, was a request for a statement of claim sent to
the Department of Public Welfare? .............................. ~ Yes ~ No
Form oc-ol rev. 10.13.06 Page 3 of 10
Estate of Samuel Martin Oberholtzer, III
Deceased
Written notice of the Audit as required by Pa. O.C. Rules 6.3, 6.7 and 6.8 has been or will be
given to all parties in interest listed in item 9 below, all unpaid creditors and all claimants
listed in item 10 below. In addition, notice of any questions requiring Adjudication as
discussed in item 14 below has been or will be given to all persons affected thereby.
A. If Notice has been given, attach a copy of the Notice as well as a list of the names
and addresses of the parties receiving such Notice. Notices and evidence of mailing
are attached to Exhibit "A.""
B. If Notice is yet to be given, a copy of the Notice as well as a list of the names and
addresses of the parties receiving such Notice shall be submitted at the Audit
together with a statement executed by a Petitioner or counsel certifying that such
notice has been given.
C. If any person entitled to Notice is not sui juris (e.g., minors or incapacitated
persons), Notice of the Audit has been or will be given to the appropriate
representative on such party's behalf as required by Pa. O.C. Rule 5.2.
D. If any charitable interest is involved, Notice of the Audit has been or will also be
given to the Attorney General as required under Pa. O.C. Rule 5.5. In addition, the
Attorney General's clearance certificate (or proof of service of Notice and a copy
of such Notice) must be submitted herewith or at the Audit.
9. List all parties (charitable and non-charitable) of whom Petitioner(s) has/have notice or
knowledge, having or claiming any interest in the estate as beneficiaries under the Will or
Codicil(s) or as intestate heirs if there is a complete or partial intestacy:
A. State each party's relationship to the decedent and the nature of each party's
interest(s):
in Interest
Samuel D. Reiter
P.O. Box 450
Ellsworth, ME 04605
Nephew of Decedent 150% share of residual
estate
Brandt Reiter
337 West 14th Street
Apt. 21
New York, NY 10014
Nephew of Decedent 150% share of residual
estate
Forn oc-ol rev. 10.13.06 Page 4 of 10
Estate of Samuel Martin Oberholtzer, III
in Interest
Wendy Smith
320 Prowell Drive
Camp Hill, PA 17011
Deceased
Ana
none $5,000.00 specific
bequest under the
Will
B. Identify each party who is not sui juris (e.g., minors or incapacitated persons).
For each such party, give date of birth, the name of each Guardian and how each
Guardian was appointed. If no Guardian has been appointed, identify the next of
kin of such party, giving the name, address and relationship of each.
None
C. State why a Petition for Guardian/Trustee Ad Litem has or has not been filed for
this Audit (see Pa. O.C. Rule 12.4).
D. If distribution is to be made to the personal representative of a deceased party,
state date of death, date and place of grant of Letters and type of Letters granted.
Form OC-Ol rev. 70.13.06 Page 5 of 10
Estate of Samuel Martin Oberholtzer, IlI
Deceased
10. Other than the claim for the family exemption, list the names of all known claimants and
the amount of their claims and state whether each claim is admitted.
Name and Address of Each Claimant Amount of Claim Claim
Admitted? Will Claim
Be Paid /n
Full?
Yes [ ~ Yes
~No ^ No
^Yes ^Yes
~No ^No
^Yes ^Yes
^No ^ No
^Yes ^Yes
~No ^No
If the estate is insolvent, attach a schedule setting forth the order of preference under
20 Pa.C.S. § 3392 and the proposed payments.
11. Was family exemption claimed? ................................ ^Yes ~No
Was family exemption allowed? ................................ ^Yes ~NO
Family exemption claimant's name and relationship:
Name: Relationship:
Form oc-ol rev. 10.13.06 Page 6 of 10
Estate of Samuel Martin Oberholtzer, III
Deceased
12. The amount of Pennsylvania Transfer Inheritance Tax and additional Pennsylvania Estate
Tax paid, the date(s) of payment(s), and the interest(s) upon which paid, are as follows:
Date Payment Interest
9/6/2007
2/28/2008
5/5/2008
39.83 $0.29
13. On the date of death, was the decedent a fiduciary
(personal representative, trustee, guardian, agent under power
of attorney) or surety on the bond of a fiduciary? ................... ^ Yes Q] No
If yes, provide the name of the estate, indicate whether an account has been filed and
confirmed absolutely and all awards performed, or, in the alternative, how the
decedent's estate will be discharged for the decedent's fiduciary administration of the
estate.
14. A. Describe in detail any questions requiring adjudication and state the position of the
Petitioner(s) as to each question:
B. Has notice of the question requiring adjudication been given
to the parties identified in Paragraph 9 above? .................. ^ Yes ^ No
15. If Petitioner(s) has/have knowledge that a share has been assigned, renounced, disclaimed
or attached, provide a copy of the assignment, renunciation, disclaimer or attachment,
together with any relevant supporting documentation. see exhibit ~~8~~ attached hereto
and made part hereof.
21,079.00
751.25
Form OC-O1 rev. 10.13.06 Page 7 of 10
Estate of Samuel Martin Oberholtzer, III
Deceased
16. Had the decedent been adjudicated an incapacitated person? .......... ~ Yes [~] No
If yes, attach a copy of the Order if available; otherwise state the Court, term, number,
date, and name of Hearing Judge.
17. A. List or attach a separate list of additional receipts and disbursements since the closing
date of the Account.
None
B. Has notice of the additional receipts and disbursements been
given to the parties identified in Paragraph 9 above? ............. ^Yes ^ No
18. If a reserve is requested, state amount and purpose.
Amount:
Purpose:
If a reserve is requested for counsel fees, has notice of the
amount of fees to be paid from the reserve been given to the
parties in interest? ........................................ ^Yes ^No
If so, attach a copy of the notice.
19. Is the Court being asked to direct
the filing of a Schedule of Distribution? .......................... Yes mNo
As to real estate only? ........................................ []Yes ®No
For,„ oc-ol rev. 10.13.06 Page 8 of 10
Estate of Samuel Martin Oberholtzer, III
Deceased
Wherefore, your Petitioner(s) ask(s) that distribution be awarded to the parties entitled
and suggest(s) that the distributive shares of income and principal (residuary shares being stated
in proportions, not amounts) are as follows:
A. Income:
Proposed Distributee(s)
Brandt Reiter
Samuel D. Reiter
B. Principal:
Proposed Distrrbutee(s)
Wendy Smith
Brandt Reiter
Samuel D. Reiter
Amount/Proportion
50%
50%
AmoundProportion
sooo.oa
50% of residual
So% or residual
Name of Petitioner:
Dorm OC-01 rev. 10.13.06 Page 9 of 10
Submitted By:
(AIE petitioners must sign.
Add additional lines if necessary):
Estate of Samuel Martin Oberholtzer, III
Verification of Petitioner
(Verification must be by at least one petitioner.)
Deceased
The undersigned hereby verifies * [that she ~ ~- is tide ~~~~ ~~ ~-~"
of the above-named na~eefeerpenaeierr ~~~ ~.~P_ and] that the facts set
forth in the foregoing Petition for Adjudication /Statement of Proposed Distribution which are
within the personal knowledge of the Petitioner are true, and as to facts based on the information
of others, the Petitioner, after diligent inquiry, believes them to be true; and that any false
statements herein are made subject to the penalties of 18 Pa. C.S. § 4904 (relating to unsworn
falsification to authorities).
* Corporate petitioners must complete bracketed information.
Certification of Counsel
The undersigned counsel hereby certifies that the foregoing Petition for Adjudication/
Statement of Proposed Distribution is a true and accurate reproduction of the form Petition
authorized by the Supreme Court, and that no changes to the formihave been made beyond the
responses herein. i ,f n _ ~
for Petitioner
corm oc-o~ rev. 10.13.06 Page 10 of 10
Exhibit "A"
FIRST AND FINAL ACCOUNT OF KARL M. LEDEBOHM, ESQ., EXECUTOR
FOR THE ESTATE OF SAMUEL MARTIN OBERHOLTZER, III, DECEASED
Date of Death: July 5, 2007
Letters Testamentary advertised:
Letters Testamentary issued:
July 19, 2007 Cumberland Law Journal: August 3,10
& 17, 2007
Inventory filed: April 11, 2007 The Patriot: July 25, August 1 & 7, 2007
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Estate No.: 2007-00685 ~~ ,
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PRINCIPAL ACCOUNT RECEIVED-REAL ESTATE
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Real estate situate in Cumberland County, Pennsylvania `-~ ~?'~
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Camp Hill, PA 17011. 127J~ .~00
Street
known as 2075 Enfield ~ ;-.'^_ is"'
,
,
Total Principal Account Received -Real Estate $12'x,000.00 ~
PRINCIPAL ACCOUNT RECEIVED -PERSONAL ESTATE
2. MISCELLANEOUS PERSONAL PROPERTY SOLD AT 3,150.00
AUCTION B
3. CHERRY DRESSER, OAK DESK, FRAMED PRINT & 740.00
GLASS VASE
4. M & T BANK CHECKING ACCOUNT # 9843066011 12,143.86
5. M & T BANK SAVINGS ACCOUNT # 15004214960799 12,054.96
6. M & T BANK CERTIFICATE OF DEPOSIT # 31003918447911 12,597.86
7. SERIES EE BOND
8. PUTNAM INVESTMENT
9. PHYSICIANS MUTUAL INSURANCE
10. PUTNAM INVESTEMENT
11. TAX REFUND
Exhibit "A"
57.24
10,809.61
1,730.74
186.35
313.89
12. CREDIT FOR 2007 REAL ESTATE TAXES SALE 1,837.00
OF 2075 ENFIELD STREET
13. CREDIT FOR SEWER CHARGES SALE OF 2075 20.00
ENFIELD STREET
14. Alesis QS8.2 Keyboard 470.00
15. IRS federal income tax refund for 2007 1,200.00
16. Jelly cupboard 200.00
17. Interest -Estate Account, M&T Bank 20.38
18. IRS economic stimulus payment 300.00
Total Principal Account received $57,831.89
Total Principal Account received -real and personal estate $184,831.89
DISBURSEMENT ACCOUNT
1. Rowe's Auction services- Sale of personal property 1,102.50
2. Re/Max Realty Associates, Inc. -Sale of 2075 Enfield Street 4,607.00
3. Cumberland County Recorder of Deeds - 1,270.00
Transfer Tax sale of 2075 Enfield Street
4. Borough of Camp Hill- Sewer for 2075 Enfield Street 85.00
5. Janet L. Miller, Tax Collector 2007 Real Estate Taxes 2075 2,748.49
Enfield Street
6. Closing cost credit to Scott E. Robinson -Sale of 2075 4,973.10
Enfield Street
7. PP & L Electric 112.53
8. UGI 73.04
9. COMCAST CABLE 213.39
10. M&K Underwriting -Homeowner Insurance 604.42
2
11. Karl Stine -clean house at 2075 Enfield Street 225.00
12. Janet L. Miller, Tax Collector- Per capita & personal tax 20.20
13. Check order fee to M&T Bank 17.00
14. Alvin Hiester -Lawn care for 2075 Enfield St. 90.00
15. Verizon 69.58
16. Advertise Estate to The Cumberland Law Journal 75.00
17. Advertise Estate to the Patriot News 239.94
18. PA Dept. of Revenue underpayment 2006 income tax 16.29
19. Health South television bill 20.00
20. Camp Hill Emergency Physician Ambulance 324.60
21. Holy Spirit Hospital 250.00
22. Internists of Central PA 93.68
23. Quantum Imaging Therapeutic Associates 41.77
24. First and Final Account filing fee to Register of Wills 180.00
25. Commission to Wray Music House, Inc. sale of keyboard 117.50
26. Attorney fees to Karl M. Ledebohm, Esq. 11,000.00
27. John Cox, CPA 325.00
28. Probate fees to Cumberland County Register of Wills 318.00
29. Funeral Expenses to Parthemore Funeral Home 2,020.00
34. Inheritance Tax to Register of Wills, Agent 21,870.08
31. Filing fee for Inheritance Tax Return to Register of Wills 15.00
32. Total Disbursement Account $53,118.11
3
RECAPITULATION
Total Principal Account Received
Total Disbursement Account
Balance for distribution
Less partial distribution to Wendy Smith
Less partial distribution to Brandt Reiter
Less partial distribution to Brandt Reiter 7/9/07
Less partial distribution to Samuel D. Reiter (Jelly cupboard)
Less partial distribution to Samuel D. Reiter
Remaining Balance available for distribution
PROPOSED SCHEDULE OF DISTRIBUTION
Balance available for distribution
To: Samuel D. Reiter
P.O. Box 450
Ellsworth, ME 04605
To: Brandt Reiter
337 W. 14~' Street, Apt. 21
New York, NY 14014
Total balance to be distributed
$184,831.89
53 118.11
$131,713.78
(5,000.00)
(50,000.00)
(500.00)
(200.00)
X50,000.00)
$26,013.78
$26,013.78
13,006.89
13,006.89
$26,013.78
4
BASIS FOR DISTRIBUTION
The proposed schedule of distribution is in accordance with the Decedent's wishes as
expressed in the Last Will and Testament Samuel Martin Oberholtzer, III, dated
September 29, 2006 submitted to probate in the above referenced estate.
submitted,
Karl M. Ledebohm, Esq., Executor and
Accountant
5
THE PATRIOT NEWS
THE SUNDAY PATRIOT NEWS
Proof of Publication
Under Act No. 587, Approved May 16, 1929
Commonwealth of Pennsylvania, County of Dauphin} ss
Joseph A. Dennison, being duly sworn according to law, deposes and says:
That he is the Assistant Controller of The Patriot News Co., a corporation organized and existing under the
laws of the Commonwealth of Pennsylvania, with its principal office and place of business at 812 to 818 Market
Street, in the City of Harrisburg, County of Dauphin, State of Pennsylvania, owner and publisher of The Patriot-
News and The Sunday Patriot-News newspapers of general circulation, printed and published at 812 to 818 Market
Street, in the City, County and State aforesaid; that The Patriot-News and The Sunday Patriot-News were
established March 4th, 1854, and September 18th, 1949, respectively, and all have been continuously published ever
since;
That the printed notice or publication which is securely attached hereto is exactly as printed and published
in their regular daily and/or Sunday/ Metro editions which appeared in the 25th day(s) of July and the 1st and 8th
day(s) of August 2007. That neither he nor said Company is interested in the subject matter of said printed notice
or advertising, and that all of the allegations of this statement as to the time, place and character of publication are
true; and
That he has personal knowledge of the facts aforesaid and is duly authorized and empowered to verify this
statement on behalf of The Patriot-News Co. aforesaid by virtue and pursuant to a resolution unanimously passed
and adopted severally by the stockholders and board of directors of the said Company and subsequently duly
recorded in the office for the Recording of Deeds in and for said County of Dauphin in Miscellaneous Book "M",
Volume 14, Page 317.
PUBLICATION .................. .. ~.. ...... ~~` ...................................
COPY Sworn to and bsc ' e efore me th' ~9oi4gttfif~aIB811Mi 1-v~~~~
Terry L. Russe:, ^~n'.a'1' F~.;b'io
Cry Of Hamsbur ~~at1Gi in r ~^unty
(y~ fission gyres June 6, 2010
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t,a ni aldrr~ a a.maidi ;~aoi~n+ KARL M. LEDEBOHM
.Ht"e,r,»„~t two Karmi°"M', t,.~ hm ATTORNEY-AT-LAW
Wre, P,O. eox 173, N!w CtM-bor-
ePwimwot73,
P.O. BOX 173
an µ.~,.w.e,.-,Ex.arhr I
A. Nx i73 NEW CUMBERLAND, PA. 17070-0173
~w ~ PA ti~F117rl. `
PROOF OF PUBLICATION OF NOTICE
IN CUMBERLAND LAW JOURNAL
(Under Act No. 587, approved May 16, 1929), P. L.1784
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
ss.
Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and
State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law
Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid,
was established January 2, 1952, and designated by the local courts as the official legal
periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly
issued weekly in the said County, and that the printed notice or publication attached hereto is
exactly the same as was printed in the regular editions and issues of the said Cumberland Law
,Journal on the following dates,
'viz:
August 3, August 10, and August 17, 2007
Affiant further deposes that he is authorized to verify this statement by the Cumberland
I,aw Journal, a legal periodical of general circulation, and that he is not interested in the subject
matter of the aforesaid notice or advertisement, and that all allegations in the foregoing
statements as to time, place and character of publication are true.
~_
L~ Marie Coyn ditor
SWORN TO AND SUBSCRIBED before me this
17 day of August, 2007 _
Oberholtzer, Samuel Martin, III,
deed.
Late of Camp Hill.
Executor: Karl M. Ledebohm,
Esquire, P.O. Sox 173, New Cum-
berland, PA 17070-0173.
Attorney: Karl M. Ledebohm, Es-
quire, P.O. Box 173, New Cum-
berland, PA 17070-0173.
Notary
NOTARL4L SEAL
DEBORAH A COLUNS
Notary Publk
CARIfSLE BORO, CUMBERLANp COUNN
My Commiaaion Explrea Apr 28, 2010
KARL M. LEDEBOHM
ATTORNEY-AT LAW
P.O. BOX 173
New Cumberland, PA 17070-0173
Phone: 717-938-6929
Fax: 717-932-0317
Of Counsel:
Richard P. Mislitsky, Esq.*
June 26, 2008
Samuel D. Reiter
P.O. Box 450
Ellsworth, ME 04605
Brandt Reiter
337 West 14~' Street
Apt. 21
New York, NY 10014
Re: NOTICE OF CALL FOR AUDIT OR CONFIRMATION
Estate of Samuel Martin Oberholtzer, III, deceased
Dear Dana:
Dear Brandt:
This letter constitutes the notice required to be given under Pa. O.C. Rule 6.3 of
the call for audit or confirmation of the Petition for Adjudication/ Statement of Proposed
Distribution Pursuant to Pa. O.C. Rule 6.9 (the "Petition") and corresponding First and
Final Account of Karl M. Ledebohm, Executor for the Estate of Samuel Martin
Oberholtzer, III, deceased (the "First and Final Account") filed before the Orphans Court
of Cumberland County, Pennsylvania, a copy of which is enclosed for your reference.
The date, time and place of audit is as follows:
Date: August 26, 2008
Time: 9:30 A.M.
Place: Court Room No. 1
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
* Also practices independently as Richard P. Mislitsky, Esq.
If you object to the Petition or the First and Partial Account, you must file an
objection in writing with the Register of Wills for Cumberland County no later than
9:00 A.M., on August 26, 2008.
Very tru yours,
~~ /~,
j;' /'
Karl M. Ledebohm
//:11
Enclosure
Karl M. Ledebohm, Esq.
P.O. Box 173
New Cumberland, PA 17070
(717)938-6929
IN THE COURT OF COMMON PLEAS
OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
IN RE: ESTATE
OF
NO.2007-0685
SAMUEL MARTIN OBERHOLTZER, III,
DECEASED
ACCEPTANCE OF SERVICE
I ,Samuel D. Reiter, hereby certify that on the ~ day of w!/I 2_-- ,
2008, I accepted service and received a copy of the Notice of Call for Audit or
Confirmation, Petition for Adjudication/Statement of Proposed Distribution Pursuant to
Pa. O.C. Rule 6.9 and corresponding First and Final Account of Karl M. Ledebohm, Esq.,
Administrator for the Estate of Samuel Martin Oberholtzer, III, Deceased.
Sa el .Reiter
KARL M. LEDEBOHM
ATTORNEY-AT LAW
P.O. BOX 173
New Cumberland, PA 17070-0173
Phone: 717-938-6929
Fax:717-932-0317
Of Counsel:
Richard P. Mislitsky, Esq.*
July 3, 2008
(via certified and regular mail)
Ms. Wendy Smith
320 Prowell Drive
Camp Hill, PA 17011
Re: NOTICE OF CALL FOR AUDIT OR CONFIRMATION
Estate of Samuel Martin Oberholtzer, III, deceased
SS No.: 212-34-1318
Dear Ms. Smith:
This letter constitutes the notice required to be given under Pa. O.C. Rule 6.3 of
the call for audit or confirmation of the Petition for Adjudication/ Statement of Proposed
Distribution Pursuant to Pa. O.C. Rule 6.9 (the "Petition") and corresponding First and
Final Account of Karl M. Ledebohm, Executor for the Estate of Samuel Martin
Oberholtzer, III, deceased (the "First and Final Account") to be filed before the Orphans
Court of Cumberland County, Pennsylvania.
The date, time and place of audit is as follows:
Date: August 26, 2008
Time: 9:30 A.M.
Place: Court Room No. 1
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
Although you have already received distribution to you of all amounts to which
you are entitled under Sam's will, 1 am required to provide to you this notice to satisfy
the Orphans' Court Rules .
* Also practices independently as Richard P. Mislitsky, Esq.
If you object to the Petition or the First and Partial Account, you must file an
objection in writing with the Register of Wills for Cumberland County no later than
9:00 A.M., on August 26, 2008.
KML:11
Cc: Dana and Brandt Reiter
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KARL M. LEDEBOHM
ATTORNEY-AT LAW
P.O. BOX 173
New Cumberland, PA 17070-0173
Phone: 717-938-6929
Fax: 717-932-0317
Of Counsel:
Richard P. Mislitsky, Esq.*
May 27, 2008
(via certified and regular mail)
Quantum Imaging & Therapeutic Associates
P.O. Box 1805
Indianapolis, IN 46206-1805
Re: NOTICE OF CALL FOR AUDIT OR CONFIRMATION
Estate of Samuel Martin Oberholtzer, III, deceased
SS No.: 212-34-1318
Dear Sir/Madam:
This letter constitutes the notice required to be given under Pa. O.C. Rule 6.3 of
the call for audit or confirmation of the Petition for Adjudicationl Statement of Proposed
Distribution Pursuant to Pa. O.C. Rule 6.9 (the "Petition") and corresponding First and
Final Account of Karl M. Ledebohm, Executor for the Estate of Samuel Martin
Oberholtzer, III, deceased (the "First and Final Account") to be filed before the Orphans
Court of Cumberland County, Pennsylvania.
The date, time and place of audit is as follows:
Date: August 26, 2008
'l'ime: 9:30 A.M.
Place: Court Room No. 1
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
Our records indicate that your organization has been paid in full in connection
with any care provided to Mr. Oberhoitzer. For the above reasons, no further payments
will be made to your organization from the above Estate. If you disagree, please contact
me immediately.
* Also practices independently as Richard P. Mislitsky, Esq.
If you object to the Petition or the First and Partial Account, you must file an
objection in writing with the Register of Wills for Cumberland County no later than
9:00 A.M., on August 26, 2008.
Very truly yours,
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KARL M. LEDEBOI~M
ATTORNEY-AT LAW
P.O. BOX 173
New Cumberland, PA 17070-0173
Phone: 717-938-6929
Fax:717-932-0317
Of Counsel:
Richard P. Mislitsky, Esq.*
May 27, 2008
(via certified and regular mail)
Internists of Central PA, LTD
108 Lowther Street
Lemoyne, PA 17043-0107
Re: NOTICE OF CALL FOR AUDIT OR CONFIRMATION
Estate of Samuel Martin Oberholtzer, III, deceased
SS No.: 212-34-1318
Dear Sir/Madam:
This letter constitutes the notice required to be given under Pa. O.C. Rule 6.3 of
the call for audit or confirmation of the Petition for Adjudication/ Statement of Proposed
Distribution Pursuant to Pa. O.C. Rule 6.9 (the "Petition") and corresponding First and
Final Account of Karl M. Ledebohm, Executor for the Estate of Samuel Martin
Oberholtzer, III, deceased (the "First and Final Account") to be filed before the Orphans
Court of Cumberland County, Pennsylvania.
The date, time and place of audit is as follows:
Date: August 26, 2008
Time: 9:30 A.M.
Place: Court Room No. 1
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
Our records indicate that your organization has been paid in full in connection
with any care provided to Mr. Oberholtzer. For the above reasons, no further payments
will be made to your organization from the above Estate. If you disagree, please contact
me immediately.
* Also practices independently as Richard P. Mislitsky, Esq
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KARL M. LEDEBOHM
ATTORNEY-AT LAW
P.O. BOX 173
New Cumberland, PA 17070-0173
Phone: 717-938-6929
Fax: 717-932-0317
Of Counsel:
Richard P. Mislitsky, Esq.
May 27, 2008
(via certified and regular mail)
Holy Spirit Hospital
503 North 21 S` Street
Camp Hill, PA 17011
Re: NOTICE OF CALL FOR AUDIT OR CONFIRMATION
Estate of Samuel Martin Oberholtzer, III, deceased
SS No.: 212-34-1318
Dear Sir/Madam:
This letter constitutes the notice required to be given under Pa. O.C. Rule 6.3 of
the call for audit or confirmation of the Petition for Adjudication/ Statement of Proposed
Distribution Pursuant to Pa. O.C. Rule 6.9 (the "Petition") and corresponding First and
Final Account of Karl M. Ledebohm, Executor for the Estate of Samuel Martin
Oberholtzer, III, deceased (the "First and Final Account") to be filed before the Orphans
Court of Cumberland County, Pennsylvania.
The date, time and place of audit is as follows:
Date: August 26, 2008
Time: 9:30 A.M.
Place: Court Room No. 1
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
Our records indicate that your organization has been paid in full in connection
with any care provided to Mr. Oberholtzer. For the above reasons, no further payments
will be made to your organization from the above Estate. If you disagree, please contact
me immediately.
* Also practices independently as Richard P. Mislitsky, Esq.
If you object to the Petition or the First and Partial Account, you must file an
objection in writing with the Register of Wills for Cumberland County no later than
9:00 A.M., on August 26, 2008.
Very truly yours,
1 ~
Karl M. Ledebohm
KMLa
Cc: Dana and Brandt Reiter
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DISTRIBUTION, RELEASE AND
INDEMNIFICATION AGREEMENT
THIS AGREEMENT is made this !'~' ~` day of November by and between Wendy
Smith (hereinafter "Smith") and Karl M. Ledebohm, Esq., executor for the Estate of
Samuel Martin Oberholtzer, III ("Executor").
BACKGROUND
1. Samuel Martin Oberholtzer, III ("Decedent") died on July 5, 2007 a resident of
Camp Hill, Pennsylvania leaving a last will and testament dated September 29,
2006.
2. Decedent's will was admitted to probate on July 19, 2007 by the Register of Wills
office for Cumberland County and letters testamentary issued to Executor to
Register of Wills No.: 2007-00685.
3. Decedent, in his will, devised $5,000.00 to Wendy Smith.
NOW THEREFORE, the above recitals being incorporated herein by reference as if
set forth in full and the parties hereto, intending to be legally bound, hereby affirm
and agree as follows:
1. Smith warrants that she is the beneficiary named in the Decedent's will to which
Decedent devised $5,000.00 and Decedent's wood jelly cupboard.
2. Smith acknowledges that she has waived any interest in the wood jelly cupboard
devised to her by the decedent.
3. Smith hereby waives the filing of an account of the administration of the Estate in
any court.
4. Smith acknowledges and agrees that she has received from Executor payment of
the $5,000.00 set forth in Decedent's will. In exchange for payment to Smith by
Executor as set forth above, Smith, for herself, her heirs, personal representatives
and assigns, absolutely and irrevocably releases and discharges Executor, his
heirs, personal representatives, successors and assigns, of and from any and all
actions, claims, liabilities and demands what so ever, whether arising before on or
after the date of this release, whether known or unknown, in any way arising out
of or in connection with the payment to Smith of the $5,000.00 set forth above,
any disposition of the wood jelly cupboazd by Executor and/or Executor's
administration of the Estate.
5. In exchange for the above distribution, Smith, for herself, her heirs, personal
representatives, successors and assigns, hereby agrees to indemnify and hold
harmless Executor, his heirs, personal representatives, successors and assigns, of
and form any loss, expense (including, without limitation, reasonable legal fees),
claims and damages what so ever which Executor may incur, arising at any time
before, on or after the date of this Agreement, in any way out of or in connection
with Executor's administration of the Estate and/or the above distribution
Exhibit "B"
including, without limitation, any liability for any federal estate taxes,
Pennsylvania inheritance tax or any other taxes due on the death of the Decedent,
and any Federal or Pennsylvania income taxes and Pennsylvania personal
property taxes, together with any interest and costs incidental thereto, relating in
any way to the Estate and also including, but not limited to, any assets received or
payments or distributions made by reason of any negligence or mistake of law or
fact.
6. Smith hereby agrees to refund to Executor, immediately upon Executor's demand,
any amount of the above distribution which may be later determined to exceed the
amount to which Smith may be entitled under the Decedent's will.
7. Time is of the essence in all respects in connection with the contents of this
Agreement.
IN WITNESS WHEREOF, the parties hereto have set their hands and seals the day
and year first above written.
WITNESS:
`~ Smi `. G
y ~ ~}
i,. 1...~
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,... /"\`~,' 1~/F per,,,.[ ~ . •~..~"'~ ~,y...~~
Karl M. Ledebohm, Esq.