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Home My WebLink About03-0290PETITION FOR PROBATE and GRANT OF LETTERS Estate of ROBERT J. LEACH No. also known as To: Deceased. Social Security No. 200-26-1448 Register of Wills for the County of Clrmhor'l .qr~d Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut ors in the last will of the above decedent, dated January 17 and codicil(s) dated N/A in the named ,19 92 (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland County, Pennsylvania, with is last family or principal residence at 251 Walton Street, Lemoyne, PA 17043 (list street, number and muncipality) Decendent, then 72 years of age, died March 25 ., I~ 2003 at_jzi~_a:es!d,=nco at 75! W~'ltnn .qt-c~ot: I.omoyno_ Borough, Cumberland County., 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: Decendent 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 (It not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: 95! t/alton Ser,=,=t: l.omc~yno: PA $ 100,000.00 $ $ 100,000.00 PA WHEREFORE, petitioner(s) respectfully presented herewilh and the grant of letters theron. request(s) the probate of the last will and codicil(s) testamentary (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) ChOrtle M. Thomas I CIA N. 36th gtr~t ..Camp Hill, PA 17011 4!2a Ro~omonr Avonue e.~mp ~-~ 11 (l,owmr Allan Township), PA 17011 /"~before me this 2nd day of 'Donna M. Ot~, 1.st Oep;fry ~" ~R'-egister~Off~ ¥ OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ~ 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 tile best of the knowledge and belief of petitioner(s) and that as personal represen- tative(sl of tile above decedent petitioner(s) will well and truly administer the estate according to law. 1%[0. 21-2003-290 Estate of ROBERT J. LEACH , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW April 2nd, ~2003, 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 January 17, 1992 described therein be admitted to probate and filed of record as the last will of Robert 3. Leach ; and Letters testamentary are herebygrantedto Charles R. Leach and Charlotte M. Thomas FEES Probate, Letters, Etc .......... $ 235.00 Short Certificates( )....~.0 ..... $. 30.00 Renunciatior~ $ x-~ag~s ~ 3'¥ .............. $. TOTAL __ $~ Filed ...April. 2nd, 20[~3 ............... Register of Wills 'D 1~' ~' "'//) Donna M. Otto, 1st Deputy ~ ~ William A. Yocum 06263 ATTORNEY (Sup. Ct. I.D. No.) 3001 Market Street, Camp Hill, PA 17011 ADDRESS 717-761-5041 PHONE Attorney Will pick up letters 4/2/03 21-2003-290 LAST WILT. AND TESTAMENT OF ROBERT J. T.RAOIT I, ROBERT J. LE~H, of 251 Walton Street, Lemoyne Cumberland County, State of Pennsylvania, being of sound mind and memory, do make, publish and declare this my Last Will and Testament, hereby revoking and declaring null and void any and all Wills and Codicils by me at any time heretofore made. FIRST: I direct my Executors to pay my just debts, the expense of my last illness and my funeral expenses from the property passing under this Will as an expense and cost of administering my estate, as soon after my death as may be found convenient. PATRICK F. LAUER, JR. Attorney at Law 2108 M~rket Street Aztec Building Camp Hill, PA 17011 (717) 763-1800 SECOND: I bequeath my grandfather clock to CHA~T,RS R. LEACH. THIRD: I bequeath the rest residue and remainder to CHA~T~S R. LEACH, CHARLOTTE M. THOMAS and PAULINE V. JONES, equally. Should ANY BENEFICIARY predecease me or fail to survive me by thirty (30) (Page 1 of 4) PATRICK F. LAUER, JR. Attorney at Law 2108 M~rket Street Aztec Building Camp Hill, PA 17011 (717) 763-1800 days, then his or her share shall be divided among the remaining surviving beneficiaries, equally. FOURTH: I direct that no Trustee, Executor or other fiduciary names, nominated or appointed in this, my Last Will and Testament, shall be required to post any bond or give any security of any type for any purpose whatsoever, any law or rule of court of the Commonwealth of Pennsylvania or any jurisdiction to the contrary notwithstanding. FIFTH: Any and all payment or payments of any sum or sums, whether in cash or in kind and whether for principal or income, payable to my beneficiaries shall be made upon the sole receipt of the respective individual to whom the payment is made, and free from anticipation, assignment, beneficiary and shall not be attachment. pledge, or obligations of any subject to any execution or SIXTH: I direct my Executor to sell any Real Estate I may own for its' fair market value and distribute the proceeds per the third paragraph. (Page 2 of 4) PATRICK F. LAUER, JR. Attorney at Law 2108 Market Street Aztec Building Camp Hill, PA 17011 (?17) 763-1800 SEVENTH: I name and appoint C~T~S R. T~ACH and CHARLOTTE M. THOMAS co-executor and executrix, of this, my Last Will and Testament. Should either the executor or executrix fail to survive me or fail to qualify, or cease to act as executor or executrix, I name and appoint the surviving executor or executrix to act as substitute executor or executrix. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ROBERT J. LEACH COMMONWEALTH OF PENNSFLVANIA : SS. COUNT~OF CUMBERLAND We~: ~ ~ and , the witnesses w~ose names are signed to the attached or foregoing instrument, being duly qualified according to law,-do depose and say that we are present and saw the Testator sign and execute the instrument as his Last Will; that he signed willingly and that he executed it as his free and voluntary act for the purpose therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witnesses; and that to the best of our (Page 3 of 4) PATRICK F. LAUER. JR. Attorney at Law 2108 Market Street Aztec Building Camp Hill. PA 17011 (717} 763-1800 knowledge, the Testator was that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by /~/{~(~\/ / ~')--~f~(~-~ and ~~ /4 .~'~'~-f-f--~ ~ witnesses, this /7 day of ~~ , 1992. , the I, ROBERT J. LEACH, the Testator whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed this instrument as my Last Will; and that I signed it willing and that I signed it as my free and voluntary act for the purposes therein contained. Sworn to or affirmed to and acknowledged before me by ROBERT J. LEACH, the Testator, this ~_~ day of (~-~~k~.C~, , 1992. NOTARY PUBLIC ' - (Page 4 o~ PATRICK F. LAUER, JR. Attorney at Law 2108 Market Street Aztec Building Camp Hill. PA 17011 (717) 763-18130 CERTIFICATIOH OF IIOIICE UNDER RUbE Name o'f Decedent: ROBERT J. LEACH Date of Death: March 25, 2003 WAll No. '00290 gf 2003 To the Regis her: Acbl~in. No. '"I certify that uutice of bene£icial interest required by Rule 5.6(a) of the Orphans' Court :Rules was served oi~ 'or mailed to · tim following bene£iciaries of th~ above-captioned estat~ _ April 3, 2003 Charles R. L~ach' Charlotte M. Thomas Address 4121Rosemont Avenue, Camp Hill, PA 17011 104 North 36st Street, Camp Hill, PA 17011 Notice has now been given to all persons e~titled thereto under Rule 5.6 (a; except.· No Exceptions Date: April 24, 2003 l,lame William A. Yocum Address 3001 Market Street Camp Hill, PA 17011 . Telephone.(717} 761-~041 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128~0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 002628 YOCUM WILLIAM A ESQUIRE 3001 MARKET STREET CAMP HILL, PA 17011 ........ fold ESTATE INFORMATION: SSN: 200-24-1448 FILE NUMBER: 2103-0290 DECEDENT NAME: LEACH ROBERT J DATE OF PAYMENT: 05/30/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 03/25/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 91,140.28 TOTAL AMOUNT PAID: 91,140.28 REMARKS: CHARLES R LEACH C/O WILLIAM A YOCUM ESQUIRE SEAL CHECK# 135 INITIALS: JA RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 002629 YOCUM WILLIAMS A ESQUIRE 3001 MARKET STREET CAMP HILL, PA 17011 ........ fold ESTATE INFORMATION: SSN: 200-24-1448 FILE NUMBER: 2103-0290 DECEDENT NAME: LEACH ROBERT J DATE OF PAYMENT: 05/30/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUM BERLAN D DATE OF DEATH: 03/25/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT $10,847.29 TOTAL AMOUNT PAID: $10,847.29 REMARKS: CHARLES RLEACH C/O WILLIAM A YOCUM ESQUIRE SEAL CHECK# 134 INITIALS: JA RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 002677 YOCUM WILLIAM A ESQUIRE 3001 MARKET STREET CAMP HILL, PA 17011 ........ fold ESTATE INFORMATION: SSN: 200-24-1448 FILE NUMBER: 21 03-0290 DECEDENT NAME: LEACH ROBERT J DATE OF PAYMENT: 06/1 2/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 03/25/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $31,738.21 TOTAL AMOUNT PAID: $31,738.21 REMARKS: CHARLOTTE M THOMAS & CHARLES R LEACH C/O WM A YOCUM SEAL CHECK//1009 INITIALS: SK RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS REV-548 EX (8-97) INHERITANCE TAX JOINT BANK ACCOUNT COUNTY~,LENUM.ER DECEDENTS NAME (LAST) ~ /(F'RS~ (M,DDLE,N,T,AL) DECEDENT DECEDENT'S SOCIAL SECURI~ NUMBER DATE OF DEATH INFORMATION ~ - ~-/~ ~ ~ ~ ~ ADDRESS OF DECEDENT CITY STATE ZIP NAME OF FINANCIAL INSTITUTION ADDRESS CITY STATE ZIP ~NST~TUT~ON ~ D~ ~?~ ~c~ ~~ ~4 ~/'~ INFORMATION TELEPHONE NUU~ER TYPE OF ACCOUNT ~ SAVINGS ~ CHECKING ~ TRUST ~ CERTIFICATE OF DEPOSIT ACCOUNT ACCOUNT BALANCE {INCLUDE INTEREST TO DATE OF DEATH) ACCOUNT NUMBER ~NFOnaAT~ON /~, ~ Z, ~ ~9~//~ ACCOUNT TITLE AS APPEARS ON SIGNATURE CARD OR CD ORIGINAL DATE ESTABLISHED ~NAME (L~ ~(~ ~~{ ~ ~ {First) ~ (Middle Initial) su.v,v,. 4 JOINT OWNER c~ ~ STATE Z~P CODE NAME {Last) (First) {Middle Initial) ; r i SURVIVING ADDRESS ; P~NTT~BEE RE~TIONSHIP TO DECEDENT TELEPHONE NUMBER T~ ~:AT~ SURWWNG ~.~ss JOINT OWNER c~ s~ z~ CODE INFORMATION RE~TIONSHIP TO DECEDENT TELEPHONE NUMBER T~ RATE Date Paid Payee Description Amount Paid Note: Please attach to receipt Total $ INHERITANCE TAX J~iN-T-BANK ACCO J ~..oOX-'O~o~06) ADVANCE PAYMENT WORKSHEET -,NHER,TANCETA×RECE*PT"UMBER DECEDENT INFORMATION FINANCIAL INSTITUTION INFORMATION (MIDDLE INITIAL) DECEDENTS NAME ILAST) tFIRST) __ DECEDENT'SSOC,ALSECUR'TYNUMBER j DATE OFDEATH/o~, t /' ~_g,, ADDRESS OF DECEDENT CITY I S~ ZIP NAME OF FINANCIAL INSTITUTION ZIP TELEPHONE NUMBER TYPE OF ACCOUNT r'l SAVINGS I-]CHECKING [-I TRUST r'] CERTIFICATE OF DEPOSIT ~0TH E R --~'~:~''~ -~-- ACCOUNT BALANCE (INCLUDE INTEREST TO OATE OF DEATH) J ACCOUNT NUMBER ACCOUNT TITLE AS A~PEARS ON SIGNATURE CARD OR CD J ORIGINAL DATE ESTABLISHED ,,G,/;~,..,L 7. ~o~ J ACCOUNT INFORMATION ..SURVlYlNG INFORMATION SURVIVING JOINT OWNER INFORMATION , SURVI~/ING JOINT OWNER , INFORMATION NAME {Last) (F~rst) (Middle Initial) ADDRESS CITY · . ?~ ZiP CODE £ , 7/ ' / TELEPHONE NUMBER RELATIONSHIP TO DECEDENT 3ERCENT TAXABLE TAX RATE NAME (Last) (Firsll (Middle Initial) PERCENTTAXABLE ADDRESS CITY STATE ZIP CODE RELATIONSHIP TO DECEDENT TELEPHONE NUMBER TAX RATE ( ) NAME(Last) (First~ (Middlelnilial) PERCENTTAXABLE ADDRESS CITY STATE ZiP CODE RELATIONSHIP TO DECEDENT TELEPHONE NUMBER ( ) TAX RATE Date Paid Payee Description Amount Paid Note: Please attach to receipt Total $ __ j~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY RLE NUMBER _2-_L - 03 oo29o 200-24-1448 i- i W LU CJ W n,, Z ~¢~_~m's NAUE (~, REST, mD U._n~__~ wrr~) Leach, Robert J. DATE OF DEATH (M,~J DO-YEAR) DATE OF 6ih~l H (UM-DD.YEAR) 03125/03 09/01/30 (IF *,~"P'r ~.ABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDOLE INITIAL) THru m;rU~N aUST SE FUO ~N mjm.mATE wrm ~a REG!-?FER OF ~'~LL_~ SECURITY NUMBER r--~ 4. Limited Estate [~6. Decedeflt Died Testate (~a~c~ m~y ~ wa) William A. Yocum, Esquire FIP~ NAME William A. Yocum, Esquire (717) 761-5041 r--i 48. Fulure Inter~t ~ (d~ ~d~.'-- 1242-a2) r--] 7. Becedent Mainteined a Uving Trust D IO. Spousal Povee/Credit p.,,, d daa ~a.m ~2.3~.~ ,~ ~.1-~) 3001 Market Street Camp Hill., PA 17011 1. Real Estate (Schedule ^) (1) 2. Stocks and Bonds (Schedule B) (2} 3. Closely Held Coqx~alion, Patneml~ or Sde-Propde~orship(3) 4. Mortgages & Notes Receivable (Schedtde D) (4) 5. Ca~h, Bank Depo~ & fasceameous porsonal Prop~ty (5) (Sch~ E) 6. ~ Owned Propedy (Sch~ F) (6) 7. Inter-Vivos Transf~ & ~ Non-Probate Property (7) (Schedule 6 or L) 8. Total Gn~ ~ (total I.~ms 1-7) 9. Funera Exp~ & Adndr~,~b~iJve Costs (Schedule H) (9) 10, De~ of DecedenC Uort~ UatY~, & Uen8 (Sc~ i) (10) 11. Tc~ai D~duc:tl~ (Iotal Lines 9 & 10) 12. N~ Value of E~ (Une 8 r~ Une 11) 13. C~'ltable afld Gcwerrm~-~M ~Sec 9113 Trusts for wNch an electio~ te tex has not been rnade (~cheduk J) 14. Net Value SubJect to Tax (Une 12 rninus Une 13) 125,000.00 25,841.24 OFFICIAL USE ONLY (8) ;"J: _... '282,766.75 35,256.39,';i, '~ (11) :' ' ~ ~J5,256.39 (12) 247~510.36 (13) ,, , (14) 247,510.36 14,871.62 18.537.02~ Decedent's Complete Address: IST~EE¥ ADDRESS 251 Walton Street °T~Lemoyne I STATEpA t aP17043 Tax Payments and 1. Tax Due (Page 1 Une 19) 2. Credits/Payments Credits: A. Spousal Pover[y Credit B. Prior Payments C. Discount 1,670.43 3. Interest/Penalty if applicable D. Interest E. Penalty Total InterestlPenalty ( D + E ) 4. If Une 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Erie 20 to request a refund (1) 5. if Line I + Una 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + SA. This is the BALANCE DUE. Total Credits ( A + B + C ) (2) (3) (4) (5) (SA) (SS) 33,408,64 1,670.43 0.00 31,738.21 31,738.21 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the prope~ transferred; .......................................................................................... [] [] b. retain the right to designate who shall use the property b'ansferred or its income; ............................................ [] [] c. retain a reversionary interest; or ................................................................................................... [] [] d. receive the promise for life of either payments, benefits or care? ...................................................................... [] [] 2. If death occurred after Becember 12, 1982, did decedent transfer propen'y within one year of death without receiving adequate consideration? .............................................................................................................. [] [] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. [] [] 4. Did decedent own an Individual Retirement Account, annuity, er other non-probate property which contains a banefidary designation? ........................................................................................................................ [] [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN, Under penalties of perJuiT, I declare ~at I have examined this return, Including accompanying schedules and statements, and to the best of re/knowledge and belief, it is line, correct and complets. Dedara~on of preparer other than the personal representative is based on all ioformat~on of which preparer has any knowledge. R~E~.RE OF PER,~)N RESPONSIBLE FOI:~FJLING~RETURN DATE 412.~ Rosemont Avenue, Camp Hill, PA 17011 3001 Manet Street, Camp Hill, PA 17011 DATE For dates of death on or after July 1, 1994 and before Janua~ 1, 1995, the lax rets imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. §9115 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rots 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 exemot a transfer to a surviving spouse from tax, and the slalutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only benerx'Jary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfer; 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 stspparent of the child is 0% ['/2 P.S. §9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116(1.2) [72 RS. §g116(a)(1)]. The lax rats imposed on the net value of transfers to or for the use of the decedents siblings is 12% [72 P.S. §9115(a)(1.3)]. A sibling is defined, under Section 9102, es an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1502 EX+ (698) COMMONVVEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Robert J. Leach SCHEDULE A REAL ESTATE FILE NUMBER 2003-00290 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which Is Jointly-owned with right of aurvlvorehip must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. $125,000.00 House and lot located at 251 Walton Street, Lemoyne Borough, Cumberland County, Pennsylvania as described in deed to Decedent in Deed Book E, Volume 28, Page 378 dated November 28, 1978 and recorded on December 4, 1978. Property was sold by Executors of the Estate of Robert J. Leach on May 21, 2003, to Jennifer C. Kopec for a gross sale pdce of $125,000.00 TOTAL (Also enter on Ii~e t,-Recapitulation) $ 125,000.00 (If more space is needed, insert additional sheets of the same size) REV-1503 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHBDULB B STOCKS & BONDS FILE NUMBER Robert J. Leach 2003-00290 All pmbe~J jointly-owned with dgM of euwivomhlp must be disclo~ecl on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. MFS Account ~08 184034159 Municipal Bond Fund -A Wachovia Securities Investments: (a) Van Kamper Fund Account #001 LN04 5416-3419 Bond (b) Rite Aid Corp. Account #001 LN04 5416-3419 Stock (c) K-Mart Corp. Account ~)01 LN04 5416-3419 Stock $12,902.55 10,540.69 2,350.00 48.00 TOTAL (Also enter on line 2, Recapitulation) $ 25,841.24 (If more space is needed, insert additional sheets of the same size) REV-1508 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Robert J. Leach SCHEDULE E r CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER 2003-00290 ITEM NUMBER 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. t4. 15. 16. 17. 18. 19. 20. 21. 22. 23. 24.- 25. 26.- 27. Include the proceeds of litigalion and thedate the*proceeds werereceived by theestate. All property Jointly-owned with right of survlvomhlp must be dleclo~d on Schedule F. VALUE AT DATE DESCRIPTION OF DEATH Dreyfus Account #3012472 Mutual Funds ..................................... Franklin Templeton Account #129-1290047892 ................................ Real Estate Tax prorations and refunds - See Settlement Sheet ................... PNC Checking Account #5140037131 ....................................... PNC Money Market Account #5004081541 ................................... 2002 Buick LeSabre - appraisal and sale price ................................. Grandfather Clock - appraisal value ......................................... 1987 Buick motor vehicle - sale price ........................................ Federal Tax Refund ..................................................... State Tax Refund ....................................................... Auction of Personal Property (gross amount) .................................. Sale of Lawn Mower ..................................................... Franklin Templeton dividend ............................................... MSF Bond Fund dividend AARP Refund Franklin Templ~i(~r; ~i~i~l~l'. '.'. '. '. '.'.'. '.'. '. '.'. '.'.'.'.'.'.*. '. '. '. '.'. '. '.*. '. '.'. '.'.'.'.'.'.'. '. '.'.*. '. '. '. '. '. Comcast refund AAA refund ............................................................. Met Life Investors dividend ................................................ Wachovia dividend.- .................................. Atlantic States Insurance- Policy #PAA0538072 (auto insu~'n'ce i~e'f~l~li ~ i i i; ~ ~ ~ i ~ i ~ Donegal Mutual Insurance Company - Policy #Gl 1182840105 (home owner's insurance policy refund) * Sale of Furniture ......................................................... Donegal Insurance refund - 1987 Buick ...................................... Van Kamper Tax Free Bond dividend ........................................ Maxell CD rebate ........................................................ TOTAL (Nsc enter on line 5, Recapitulation) $ (if more space is needed, insert additional sheets of the same size) 80,158.78 15,826.63 317.12 5,367.64 5,002.14 13,500;00 350.00 2,500.00 2,141.00 400.00 4,882.00 35J30 62.33 53.06 17.04 66.89 42.09 169.00 36;00 32.61 35.01 76.38 196.00 550.00 57.00 47.79 4.00 131,925.51 REV-1510 EX+ (6-98~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF Robe~ J. Leach FILENUMBER 2003-00290 This schedule must be completed and filed if the answer to any of questions I through 4 on the reveme side of the REV-1500 COVER SHEET ITEM DESCRIPTION OF PROPERTY NUMBER INCLUDE THE NAME OF ll-IE TRANSFEREE, THEIRRELATIONSHIPTODECEDENTAND DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE THE DATE OF TRANSFER- ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (iF APPUCABLE VALUE 1. Allflrst Bank Individual Retirement Account 94,566.11 100 94,566.1 #8700001781850001. Sole Beneficiary - Charles R. Leach. Accrued interest on above account. Sole Beneficiary is 585.53 100 585.[ Charles R. Leach. See Allflrst Bank Statment dated 4//8/03. 2. Met Life Investors - Fixed Annuity policy #94001108. Sole 10,002.42 100 10,002.4 Beneficiary - Charles R. Leach. See copy of letter from Met Life Investors dated April 16, 2003. TOTAL $105,154.0 Inheritance taxes were paid by the above-named beneficiary on sthe Date of Death value of accounts and interest under numbers I and 2 above on May 30, 2003. See advance payment worksheets attached hereto, For questions or adjustments contact: Charles R. Leach 4124 Rosemont Avenue Camp Hill, PA 17011 Phone: (717) 737-4660 TOTAl (Also enter on line 7 Recapitulation) $ 53 (If more space is needed, insert additional sheets of the same size) REV-1511 EX+ (12-99~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Robert J. Leach SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER 2003-00290 Debts of decedent must be reported on Schedule L ITEM NUMBER DESCRIPTION A. AMOUNT FUNERAL EXPENSES: Neill Funeral Home, Inc. Funeral Home equipment and personnel (see copy of billing) Gingrich Memorials decedent's inscription ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) None charged by Chades R, Leach or Charlotte M. Thomas Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State__Zip Year(s) Commission Paid: Attorney Fees Family Exemption: (If decedenrs address is not the same as claimant's, attach explanation) Claimant None claimed Street Address City Relationship of Claimant to De.dent Probate Fees Accountant's Fees Tax Return Preparer's Fees H&R BLOCK State __Zip TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 11,878.32 100.00 9,750.00 284.00 135.00 Continued Estate of Robert J. Leach File No. 2003-00290 SCHEDULE H PAGE TWO 7. Cumberland County Law Journal - advertising ......................... 75.00 8. The Patriot-News - advertising ..................................... 99.79 9. Estate check printing fee - PNC Bank ................................ 15.15 10. Verizon telephone ............................................... 20.87 11. Real Estate Taxes .............................................. 327.93 12. PAWC - water .................................................. 15.44 13. PPL - electric ................................................... 41.09 14. Mid Penn Urology, Inc ............................................ 48:03 15. Keys .......................................................... 4.22 16. Gasoline and packing ............................................. 6.00 17. Patriot News - car sale advertising .................................. 23.00 18. Additional Short Certificates ....................................... 15.00 19. PAWC - water .................................................. 11.71 20. PPL - electric ................................................... 31.51 21. Settlement charges incurred in sale of real estate: Real Estate Commissions ....................................... 7,500.00 Deed preparation ............................................... 100.00 Notary Fees .................................................... 10.00 Tax Certification ................................................. 4.00 State Transfer Tax ............................................. 1,250.00 Refund - Borough of Lemoyne ..................................... 34.00 Final Sewer bill ................................................. 50.00 22. Public Auction of Personal Property -- Claude C. Wolfe & Associates Expenses in preparing for and conducting auction See Auctioneer Expense Sheet ................................... 1,841.33 23. Filing costs -- Inventory and Inheritance Tax .......................... 25.00 24. Releases (2) -- Filing Costs ........................................ 8.00 25. Family Settlement Filing Fee ....................................... 17.00 26. Reserve for Accountants fees, taxes, filing fees and contingencies ........ 1500.00 Total ................... $35,256.39 REV-leI3 EX', (9-~0) COt4MONWEN. TH OF PENNSYLVN~tA INHBRn'ANCE TAX RETURN RE~IOENT DECEDENT ESTATE OF Robert J. Leach SCHEDULE J BENEFICIARIES FILE NUMBER 2003-00290 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DO Not List Truel~e(s) OF ESTATE I TAXABLE DISTRIBUTIONS [in(Jude outright spousal distribulions, and transfers under Sec. 9116 (a) (1.2)] Charles R. Leach 4124 Rosemont Avenue, Camp Hill, PA 17011 Charlotte M. Thomas 104 N. 36th Street, Camp Hill, PA 17011 Brother Friend clock appraised at $350 and 50% of residual estate 50% of residual estate ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAl. DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If mom space is needed, insert additional sheets of the same size) A. U,S, DEPARTMENT oF HOUSING and URBAN DEVELOPMENT OMB No. 2502-0265 SETTLEMENT STATEMENT I ..... TITLEPNO SECURED LAND TRANSFERS, INC. ,., B. TYPE OF LOAN 5006 East Trindle Road 1, i' ] FHA 2, ( ] FMHA 3.~(! CONV, UNINS. Suite 203 ,~, [ ]VA ~. [ i CONY. ~NS. Mechaniosburg, PA 17055 ~, FILE NUMBER: J ?. LOAN NUMBER; 5049G5 16303847 Phone: (717) 591-8500 FAX: (717) 591-8506 ,. MORt.,,S. CASE NO.: C. NOTE: This form is furnished to give you a slalement of actual settlaman~ ~osts, Amounts paid to and by the settlement agent are shown. Ilems marked '(p,o,e,)' were paid outside th.~.?l.?in_g_; they are shown here for informational purposes and are not Included In the totals, D. NAME AND ADDRESS OF BORROWER; E. NAME AND ADDRESS OF SELLER: F, NAME AND ADDRESS OF LENDER; Jennifer C. Kopec Estate of Robert J. Leach Chase Manhattan Mortgage CorporaCion 1 Plymouth Meetin~ Plymouth Meeting, PA G. PROPERTY LOCATIO~I; '" H, SETI'LEMENT AGENT: I. SE'I'rLEMENT DATE: 251 Walton S~ree~ Secured Land Transfers, Inc. 05/21/03 L~moyne BOROUGH ~LACE OF SETTLEMENT: CUMBERLAND County 5050Olds choolhouseLnMechanicsbur~PA17055 J. SUMMARY OF BORRowER'S TRANSACTION: K. SUMMARY OF SELLER'S TRANSACTION: mn, GROSS AMOUNT DUE FROM BORROWER 4co, GROgS AM01~NT DUETO SELLER ~o1. Conlra'~:i'sales pflce ........ 115000 . 00 4°,,tC°ntract Sales Price ...... '1 ~5000 , 00 ~o2. Personal property 4o2,personal ,Pre, party ........... ~a,~,. ~Settlamant charges to borrower (line 1400) 3 3 2 5.3 5 403. 1~4. 404, ~os. acs. ' "' Adjuslm~r{ts for items paid by sailer in advan(~ Adjustments f~'~' i~'~s paid by seller in advance lOS. Ol~y,'T;wn lax ~o ....... ~o8, C Ib,,/T'ewn ta'x .... to ~sr. Coun~ tax 05.,./21/0-3t~"i2/31/03 199.29_ ~0?.Coun~tax "05/21/03to 12/31/03 199 ~ 22 10,8,; Asse'=-smshts to 408,A~easmenta to ...... ,o~. e;hooZ... 05/2-1-/03~g"bs/30/03i ....... 103.00 ~o~.s,~,;;i' 05/21/03io06/3.070~3 103.00 110. to 4iD. to u,.Ref-i-$34/~'"ending...6./30 14.90 41~.Ref:$.34/q endin9 6/30 14.90 112. 412. 12o. GflOSS AMOUNT DUE FROM I~ORROWER 128642 ,47 42o. GROSS AMOUNT DUE TO SELLER 125317.12 2o,o,.,AMOUNTs PAID ~Y OR"I'I~ BEHALF OF SORROWER '$0'oi"REDUCTIONS IN AMOUNT DUE '1'O sELLER ...... ~ol. Deposit or earn?,,s,,t money 10 00 ~ 0 0' 501.Excess deposit (see' =o~. Principal amount of new loan(s),,, 100000.0~ ~os,Sattle,,m,,,ent charges to"seller (line 140~))' 89~8.00 ~o3. Existing loan(s) taken subject ~o ...... so3,Exlsfin, g.!oan(s) taken subject to ........ ~o4. so~.Payoff of First Mortgage Loan None z~5. sos. Payoff of Second Mortgage Lo~l~ .... 207. ~07. "' 209. SO~). ' .... Adjust,m~nts for item~ unpaid by s'~il'~r /~dj~stmants for items unpaid by seller ~1o. Oil. y/Town lax Io SlO. City/l'own tax to 2t t. Cou~,~ t~x tO 51 t. County tax Io 2f3. School I0 .513. school 9.14. $14, 215, 5t6. ~,. ~,~. ' ..... 219. 519. 22o. TOTAL PAID BYIFOR BORROWER 101000.00 520. TOTAL REDUOTION AMOUNT DUE SELLER 8948.00 300. CASH AT $=¥'~'~.EMENT FROM OR TO BOR~'OWER eoo. OASH AT SETTLEMENT TO OR ;ROM SELLER 301. Gross amount, d. ue from b~r"rower (line 120) 1'2 8'~'~ 2.4~ 7 G01,Gross amount due to ~ller (line 420) 1 2-5'3 1 7.12 302, Less amount paid by/for borrower (lin.e,,..~20)' 1010 00.0-0-" ~o~,.,Le~';eduction amount due ;slier (line ;20) ....89 4 8.00 303. CASH (~ FROi~) ([ ] TO) BORROWER 27642.47 6o3. CASH (1~1 TO) ([ ] FROM) SELLER 116369.12 Buyer or Borrowor's Signature Sollor's Signature 80/£0'd DS~]SSDINUHDBW Ol 98~B T6g LTL QNU9 HUD-1 Rev. 5/B6 ~ SE:SI £00E I~ U,S. DEPARTMENT oF HOUSING AND URBAN DEVELOPMENT SETTLEMENT STATEMENT L, SETTLEMENT CHARGES 504965 700. TO"t AL ~ALEs/I~ROKER'S CoMMI~B$1ON basetl en pries $ 125000.00 6-0 Division of Commission (line 700) as follows: 7ct, $ 3725.00 ~o Total: $7,500.00 Jack Gaughen Realtor ERA 70~.$ 3775.00 ~o ReMax Realty Associates 703. Commission paid at SelUamenI 7o4. Trans,Fee ERA-NRT, Inc. 0~. ITEMS PAYABLE IN CONNECTION WITH LOAN 8ot. Loan Origination Fee % 802, Loan Discount 803. Appraisal Fee to Appraisal Solutions PAiD FROM BORROWER'S FUNDS AT ~EI'~LEMENT .......... ,.~ 100.00 200.00 804. Cradi~ Report Io The Credit Network 14.50 805, Lenders Inspemion Fee 8os. Mortgage Insurance Application Fee to oo7, Assumption Fee eoe, Fld. Cert. Quantrix 18.oo Chase ManhaZzan Mortgage e0~,Doc. Prep. el0, Tax Serv. FirstAmerican~.E.TaxServ~ 811. 900, ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE 195.00 69.00 OMB NO, ZSO~-O~eS Page 2 PAID FROM SELLER'S FUND9 AT ~ETTLEMENT 7500.00 ,3ol, Interest from 05/21/03 to05/31/03 eS 16.10/day 902. Modgage Insurance Premium for mo. to " 903, Hazard Insurance Premium for 3. yrs, ~o ( ~ 2 48 - ~OC) 904. yrs, to 905. 10oo. RE~ERVE.~ DEPOSITED WITH LENDER FOR loot. Hazard Insurance mo, @ $ /mo, Io02. Mc~rtgage Insurance mo, @ $ /mo, Io03, City/Town tax mo, @ $ /mo, , 10o4. County tax mo. ~ $ /mo. ,005. Asse'-,sments mo, @ $ /mo. oos. mo, @ $ /mo, ioo7. mo. ~ $ /mo, 1DCa. mo, ~ $ /mo. ' ....... t00. TITLE CHARGES 101, Settlement or closing fee to 1cz Abslrac[ or title search lO 103. Title examination to 104. Title insurance binder to 177.10 Itos. Oocumantl~reparatlon to William Yocum, Esq. , fees to Cash t07. Attorney's fees to 1108, 1109. (includes above items No.:) Title Insurance Secured Land Transfers (includes above items No,:) ~nds :-100/30_0./90~J Lender's coverage $ .'i. 0 0 ~, 0 0 0 tt to. Owner's coverage ~ 125.,,,000 ~tt. Wire Fee Secured Land Transfers ~1~, Tax Cert. Secured Land Transfers 1113. ICPLtr First AmeriCan Titl-~' :200, GOVERNMENT riECORDING AND TRANSFER CHARGEs 100.00 10.00 10.00 1133.75 20'00/ 4.00 35.00 201. 1202. 1203. 1204, ~2OS, 1300. 1302. :303, 1304. Recordingfaas: Deeds 38.50 Mortgages 64.50 City/county tax/stamps: Deed $ 1 2 5 0.0 0 Mortgage $ State tax/stamps: Deed $ 3.,2 ~; 0,0 0 Mortgage $ Mtso, $ ADDITIONAL GETTLEMEN'r CHARQE9 Sun/ay to Pest Inspection to ~omechek 0~) Home In~. Homechek (_~$235~ k--6~'4/5/6 Borou~qh of Lemoyne LSewer Borou_~h of Lemoy_qe 103'0~5 1250: 0.00 34.00 50.00 MOO. TOTAL SETTLEMENT CHARGES tenter on lines lO3 end ~OZ, Sections J end K) 8948.0-0-~ P;irl(os agree thai I~o llablllly I* amsumnd by Settlement Agenl for Iha acm.~reey of Jnlotm<,tion furnished by others aa ahown an the HUD- I Setllerr, en{ $1alemanl. eetllemerq Agenl hereby express: I have carefully rovlewed the HU~- ~ Settlomeot 81atamanl arid to the bo¢t ol my knowlodge and belial, it is a truo and accurate s~tome~ of alt receipts ~d disbursements made on my acCoun[ by ~e in this Ir~sa¢tion. I lurthor cgrll~ :hat I have recoivod . (' ', .._Y. ' - .... m HU . h I v re ~ -' '" ' HUD. 1 R~. 51~6 ZO/Z~'d D~DBSDZN~HD~I40~ 90G~ lGS LTL QNU9 O3~RD3S ~ 9E:SI E00~ IE A~I4 I Prudential Financial The Collins Financial Group Your Team at Prudential Securities Prudential Securities Incorporated Mailing: PO Box 7, Camp Hill PA 17001-9852 Location: 3 Lemoyne Drive, Lemoyne PA 17043 Tel 717 975-8405 800 468-8685 Fax 717 975-8426 May 9, 2003 William A Yocum, Attorney-At-Law 3001 Market Street Camp Hill, PA 17011 Dear Bill: In reference to our conversation about the Estate of Robert Leach m~d the valuation for several of his assets are as follows: The Dreyfus a..ccount # 3012472 was $80,158.78 as of March 25, 2003. The Franklin account # 129-12900147892 was $15,826.63 as of March 25, 2003. The MFS account # 08184034159 was $12,902-55 as of March 25, 2003. Should you have any questions on the above, please don't hesitate to call any time. Sincerely, ~~llins, CF~ First Vice President-Investments Chartered Retkement Plmming Com~selor This report is not thc official record ofyour account. I lowevcr, it has been prepared lo assist you with your investment planning and is for informational purposcs only. Your Prudential Securities Clicnt Statement is thc official rccord ofyour account. Therefore, if there arc any discrepancies between this report and your client statcmcnt, you should rcly on the Client Statement and call your local Branch Manager if you havc any qucstions. Transactions requiring tax consideration should be reviewed carefully with your accountant or tax advisor. Russell W. Collins. CFPrM First Vi{~e President - leveslmenls Challeled Iletirement Planning Counselor Viucen! P. Cantelnpe. MBA RegistererJ Associale Oirecl 717 975-8406 Sue Collins Regislemd Associale Barbara Charles Client Service Assislanl Prudential Financial The Collins Financial Group Your Team at Prudential Securities Prudential Securities Incorporated Mailing: PO Box 7, Camp Hill PA 17001-9852 Location: 3 Lemoyne Drive, Lemoyne PA 17043 Tel 717 975-8405 800 468-8685 Fax 717 975-8426 May 9, 2O03 Charles Leach 4124 Rosemont Avenue Camp Hill, PA 17011-7817 Dear Mr. Leach: In reference to your conversation about the Estate of Robert Leach and the valuation for several of his assets held at Wachovia Securites: The Van Kampen Fund account it 001 LN04 5416-3419 was $10,540.69 as of March 25, 2003. Rite Aid Corp account # 001 LN04 5416-3419 was $2350.00 as of March 25, 2003. Kmart Corp account # 001 LN04 5416-3419 was $48.00 as of March 25, 2003. Should you have any questions on the above, please don't hesitate to call any time. Sincerely, Russell W. Collins, CFP First Vice President This report is not the official record of your account. The information contained herein has been obtained from the client and is believed reliable, but not necessarily complete and cannot be guaranteed. Russell W. Collins, CFPTM First Vice President - levestments Chartered Retirement Planning Counselor Vincent P. Cantelupe, MBA Registered Associate Direct 717 975-8406 Sue Collins Registered Associate Barbara Charles Client Service Assistaot PNCBank PNC Bank Phone: FAX: email: Memor To: Charles Leach From: PNC Bank cc: Date: Friday, May 23, 2003 Subject: Acct Balances The balances on the accounts of Robert J. Leach as of 3/25/2003 are as follows: Ch~cking 5140037131 5,367.64 Money Mkt 5004081541 5,002.14 FREYSINGER PONTIAC, GMC, BUICK, MAZDA, HYUNDAI, INC. 6251 CARLISLE PIKE / MECHANICSBURG, PA 17050 · TEL. 717-766-8422 CLAUDE C. WOLFE & ASSOCIATES AUCTIONEERS & APPRAISERS FAMILY OWNED SINCE 1912 2009 LINCOLN STREET · CAMP HILL, PA 17011 717-761-2763 Appraisal for Charles R. Leach 4124 Rosemont Avenue, Camp Hill, PA 17011 April 18, 2003 Grandfathers clock made by Donald Hoch $ 350.00 This Fair Market Value appraisal is tree and correct to the best of my ability as an auctioneer and appraiser with 3 5 years experience. Member: Certified Appraisers Guild of America CLAUDE C. WOLFE & ASSOCIATES W. K. "Dusty" Chapman, CAGA CLAUDE C. WOLFE & ASSOCIATES AUCTIONEERS & APPRAISERS FAMILY OWNED SINCE 1912 2009 LINCOLN STREET · CAMP HILL, PA 17011 717-761-2763 Public Auction for _ Estate oF Robert J. Leach Date Address Auction Gross May 17. ~00~ 251 Walton Street, Lemoyne, PA 17043 ................................. $. 4,882.00 Shoppers Guide Adv. & Sale Patriot News Adv. Paxton Herald Adv. Other Adv. Other Adv Other Adv. Sign for Property ............... .,.. ............ State Fumigation Tags Registration Numbers Tent/Tarp ..................................... Misc. Expenses 3 Clerks at $ 70.00 each .. 4 Runners at $.. 91.25 each Labor Sale preparation Labor ° ' ' Labor Labor Personal Items Total Expenses EXPENSES Bills .............. $~5 - 40,18 10.00 ,. 75,09 210.00 .. 365.00 384.00 Fee at 10 % ................... 488.00 for Auction 1,841.33 Real Estate Gross Real Estate Fee at N/^ % (Due at Settlement) . $ 4,882.00 - 1,841.33 _ 3,040.67 -_ 2,823.00 _ 217.67 Auction Gross Expenses Net Checks Owed M/by Auctioneer Approved by: NEILL Funeral Home Inc. April 11, 2003 Mr. Charles R. Leach 4124 Rosemont Ave. Camp Hill, PA 17011' This is an itemized bill for the funeral of: Robert J. Leach ....... PROFESSIONAL SERVICES AND MERCHANDISE SELECTED Y35 MEDITERRANEAN COPPER CASKET ............ - Corinthian Limousine Complete 'i:raditional Service Grey Suit Memorial Package C .............. ... ............... Flowers Sub - Total $ CASH ADVANCES Death Certificates Honorarium, Pastor Houck Newspaper Notice, Patriot-News .. Cemetery Equipment .............................. Mt. Olivet Cemetery ............................... Sub - Total $ Total Funeral Charges $ Payment Received $ 4,995.00 1,695.00 295.00 3,295.00 195.00 125.00 272.42 10,872.42 30.00 150.00 25.9O 100.00 700.00 1,005.90 11,878.32 (11,878.32) Ref No.: 1002025 Balance Due on Account $ $0.00 3401 Market Street Camp Hill, PA - 17011-4428 tel 717 737-8726 fax 717 737-1859 Robert J. Pramik, Supervisor 3501 Derry Street Harrisburg, PA- 17t11-1817 tel 717 564-2633 [ax 717 561-9918 5t. ephcn J. Wilsbach, Supervisor Members of ALDERWCXDDS GROUP MEMORIALS 'A Tribute Io 5243 Simpson Ferry Road, Mechanicsburg, PA 17050 · (717) 766-5622 O¼ ,lames R. eingrichMemorJatll : r. LAUER. JR. rney at Law /I arket Street .,c Building {ill, PA l?Oll ') 763-1800 LAST WILL AND TESTAMENT OF ROBERT J. LEACH I, ROBERT J. LEACH, of 251 Walton Street, Lemoyne Cumberland County, State of Pennsylvania, being of sound mind and memory, do make, publish and declare this my Last Will and Testament, hereby revoking and declaring null and void any and all Wills and Codicils by me at any time heretofore made. FIRST: I direct my Executors to pay my just debts, the expense of my last illness and my funeral expenses from the property passing under this Will as an expense and cost of administering my estate, as soon after my death as may be found convenient. SECOND: I bequeath my grandfather clock to CHARLES R. LEACH. THIRD: I bequeath the rest residue and remainder to CHARLES R. LEACH, CHARLOTTE M. THOMAS and PAULINE V. JONES, equally. Should ANy BENEFICIARY predecease me or fail to survive me by thirty (30) (Page 1 of 4) 'RICK F. LAUER. JR. Attorney ~t Law II08 Market Street Aztec Uuilding amp Hill, PA 17011 11717}76:3-1800 days, then his or her share shall be divided among the remaining surviving beneficiaries, equally. FOURTH: I direct that no Trustee, Executor or other fiduciary names, nominated or appointed in this, my Last Will and Testament, shall be required to post any bond or give any security of any type for any purpose whatsoever, any law or rule of court of the Commonwealth of Pennsylvania or any jurisdiction to the contrary notwithstanding. FIFTH: Any and all payment or payments of any sum or sums, whether ~D cash or in kind and whether for principal or income, payable to my beneficiaries shall be made upon the sole receipt of the respective individual to whom the payment is made, and free from anticipation, assignment, pledge, or obligations of any beneficiary and shall not be subject to any execution or attachment. SIXTH: I direct my Executor to sell any Real Estate I may own for its' fair market value and distribute the proceeds per the third paragraph. (Page 2 of 4) F. LAUElt. ~ey at Lnw n~ket Street Building II, PA 17011 763-1800 SEVENTH: I name and appoint CHARLES R. LEACH and CHARLOTTE M. THOMAS co-executor and executrix, of this, my Last Will and Testament. Should either the executor or executrix fail to survive me or fail to qualify, or cease to act as executor or executrix, I name and appoint the surviving executor or 'executrix to act as substitute executor or executrix. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ROBERT J. LEACH COMMONWEALTH OF PENNSYLVANIA : : SS. COUNTY OF CUMBE~D : the witnesses se names are signed to the attached or foregoing instrument, being duly qualified according to law,-do depose and say that we are present and saw the Testator sign and execute the instrument as his Last Will; that he signed willingly and that he executed it as his free and voluntary act for the purpose therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witnessesi and that to the best of our (Page 3 of 4) ICK F. LAUER, JR. ttorney nt, Law )8 Market. Street %ztec ~luilding ~p Ilill. PA 17011 {717) 763-1800 knowledge, the Testator was that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by I~C\/ / . ~-,. )O/~..~ and ~~ /~ .~~~ , the witnesses· this ~I-day of t~~ , 1992. I~ ROBER~ J. L~C~ the Testator whose n~e is signed to the attached o~ foregoing instr~ent~ having been duly qualified according to law~ do hereby acknowledge that I signed and executed thls ~nst~ent as my Last W~ll~ and that I signed it w~lling and that I signed it as my f~ee and voluntary act for the purposes therein contained. Sworn J- ~CH, to or affirmed'to and acknowledged before me by ROBERT the Testator· this __~ day of ~'-~~L~C~ 1992 COMMONWEALTH OF PENNSYLVANIA } COUNTY OF CUMBERLAND } Charles R. Leach and Charlotte M. Thomas SS: being duly sworn according to law, deposes and says that they are the Co-Executors of the Estate of Robert J. Leach late of Lemoyne Borough, Cumberland County, Pa., deceased and that the within is an inventory made by them, the said, ExecutOrs of the entireestate 'of said decedent, consisting of all the personal property and real estate, except real estate outside the Commonwealth of Pennsylvania, and that th figures opposite each item of the Inventory represent it's fair value as o[ tee date of de~cedent's death. .~',/l/C/~, and subscribed before me Date of Death 2. 3. 4. 2003 6 25th/-''-'''~ March I, .... · · r uUUM, o An inYento~ must I~ filed w~thin three month~ after ~ ~ppointmo~ o[ p~mona! repreeontaUya. A supplement inYento~ must b~ filed within thirt~ days of di~¢oYe~ o[ additional Additional .ho~t~ may I~ attached a~ to p~monalt~ or realty. See Article IV, Fiduciaries Act of 1949. Executor - Administrator ~dress 2003 'T' I-- 0 Year Inventory of the real and personal estate of Robert J. Leach File No.: ~ deceased 3. 4. 5. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. 19. 20. 21. 2. 23. 4° ' 25. 26. 27. 28., 29. 30. House and Lot located at 251 Walton Street, Lemoyne Borough, Cumberland County, Pennsylvania as described in Deed Book E, 'Volume 28, Page 378 dated November 20, 1978 and recorded on December 4, 1978. Property was sold by Executors of the Estate of Robert J. Leach on May 21, 2003 to Jennifer C. Kopec for a gross sale price of $125,000 ............................ Dreyfus Account #3012472 Mutual Funds ............................. Franklin Account #129-1290047892 Tax Free Income Account ............ MFS Account #08184034159 Municipal Bond Fund - A ................... Wachovia Securities Investments: (a) Van Kamper Fund account #001 LN04 5416-3419' Bond ............ (b) Rite Aid Corp. account #001 LN04 5416-3419 Stock ............... (c) Kmart Corp. account #001 LN04 5416-3419 Stock ................ PNC Checking Account #5140037131 ............................... PNC Money Market Account #5004081541 ............................ 2002 Buick LeSabre -- appraisal and sale price ........................ Grandfather Clock -- appraisal value ................................ 1987 Buick motor vehicle w sale price ............................... Federal Tax Refund .............................................. State Tax Refund Auction of personal property (gross amount) ........................... Sale of lawn mower .............................................. Franklin Templeton dividend ....................................... MSF Bond Fund dividend ......................................... AARP refund ................................................... Franklin Templeton dvidend ....................................... Comcast refund ................................................. Patriot, News refund .............................................. AAA refund .................................................... Met Life Investors dividend ........................................ Wachovia dividend .............................................. Real estate tax prorations and refunds ................................ Atlantic States Insurance - Policy #PAA0538072 (auto insurance cancellation refund) ................................. Donegal Mutual Insurance Company - Policy ;~11182840105 (home owner's insurance policy refund) .............................. , Sale of Furniture ................................................ Donegal .Insurance refund - 1987 Buick. .............................. Van Kamper Tax Free Bond dividend ................................ Maxell CD Rebate ............................................... Total ......................................................... $125,000.00 80,15~78 15,82663 12,902.55 10,540.69 2,350.00 48.00 5,367.54 5,002.14 13,500.00 350.00 2,500.00 2,141.00 400.00 4,882.00 35.00 62.33 53.06 17.04 66.89 42.09 169.00 36.00 32.61 35.01 317.12 76.38 196.00 550.00 57.O0 47.79 4.O0 $282,766.75 /',k'- / '-~. 5 '-? BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DlV[S[ON DEPT. 280601 HARRISBURG, PA 17128-0601 CHARLES R LEACH 4124 ROSEMONT AVE CAHP HILL COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTXCE OF XNHERXTANCE TAX APPRAXSEHENT, ALLOHANCE OR DXSALLONANCE OF DEDUCT~EONS, AND ASSESSHENT OF TAX ON JOXNTL¥ HELD OR TRUST ASSETS ~L.~... DATE 06 -25-2005 :'~ :ESTATE OF LEACH ROBERT DATE OF DEATH 05-25-2005 FILE NUMBER 21 05-0290 '03 JLil, J 20 C ) NTY CUMBERLAND ~' SSA/DC 200-24-1448 ACN 05002511 ;:" I Amount Remitted I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 PA 17011 CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS REV-1548 EX AFP C01-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 06-23-2005 ESTATE OF LEACH ROBERT J DATE OF DEATH 05-25-2005 COUNTY CUMBERLAND FILE NO. 21 05-0290 S.S/D.C. NO. 200-24-1448 ACN 05002511 TAX RETURN WAS: CX) ACCEPTED AS FILED C ) CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: METLIFE INVESTORS USA INS CO ACCOUNT NO. 940011087 TYPE OF ACCOUNT: ( ) SAVINGS C ) CHECKING C ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 05-25-2002 Account BaZance Percent TaxabZe Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS: 10,002.42 1.ooo 10,002.42 .00 10,002.42 .I2 1,200.29 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. HAKE CHECK OR HONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." PAYMENT RECEIPT DISCOUNT C+) DATE NUMBER INTEREST/PEN PAID C') AMOUNT PAID 05-50'2005 CDOO2628 60.01 1,140.28 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE TF PATD AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL TNTEREST. C IF TOTAL DUE IS LESS THAN ~[, NO PAYMENT TS REQUIRED. TF TOTAL DUE TS REFLECTED AS A "CREDIT' (CA), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. 1,200.29 .00 .00 .00 PURPOSE OF NOTICE~ PAYMENT= REFUND CCR)= OBJECTIONS= ADMIN- ISTRATIVE CORRECTIONS= DISCOUNT= PENALTY= INTEREST= To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 25 of 2000. C72 P.S. Section 9140). Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side. -- Make check or money order payable to= REGISTER OF WILLS, AGENT. A refund of a tax credit, which was not requested on the tax return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" CREV-I$1$). Applications are available at the Office of the Register of Wills, any of the 25 Revenue DistrAct Offices or by calling the special 24-hour answering service for forms ordering= 1-800-$62-2050; services for taxpayers wlth special hearing and or speaking needs= 1-800-447-$020 (TT only). An~ party in interest not satisfied with the appraisement, allowance, or disallowance of deductions or assessment of tax (including discount or interest) as sho~n on this Notice may object within sixty (&O) days of receipt of this Notice by= --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --electing to have the matter determined at the audit of the account of the personal representative, OR --appeal to the Orphans' Court Factual errors discovered on this assessment should be addressed in writing to= PA Department of Revenue, Bureau of Individual Taxes, ATTN= Post Assessment Review Unit, DEPT. 280&01, Harrisburg, PA 17128-0601 Phone C717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" CREV-1501} for an explanation of administratively correctable errors. If any tax due is paid within three ($) calendar months after the decedent's death, a five percent C5~) discount of the tax paid is allowed. The 15X tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before JanuarY 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable An the same manner and in the the same tile period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquenc~, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six CSX) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on or after JanuarY 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable ~nterest rates for 1982 through 2005 are= Interest Daily Interest Daily Interest Dally Year Rate Factor Year Rate Factor Year Rate Factor m 1982 20X .000548 1987 9X .000247 1999 7~ ,000192 1983 l&~ .000458 1988-1991 llX .000501 2000 8~ .000219 198~ llX .000501 1992 9X .000247 2001 9~ .000247 1995-1994 7~ .000192 2002 6~ .000164 1985 15~ .00055& 1995-1998 9~ .000247 2003 5X .000157 1986 10~ .000274 --Interest is calculated as follows= INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAXLY XNTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment Ks made after the interest computation date shown on the Notice, additional interest must be calculated. BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280~0! HARRISBURG, PA 17128-0~01 CHARLES R LEACH 4124 ROSEMONT AVENUE CAHP HILL CONNONNEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAXSEtlENT, ALLOHANCE OR DXSALLO#AHCE OF DEDU~ZONS, AND ASSESS~ OF TAX ON JOINTLY HELD OR ~UST ASS~ ~-:L: * ~DATE 0 ~"~ ~ ESTATE OF LEACH ROBERT DATE OF DEATH 03-25-2005 FILE NUMBER 21 05-0290 .~UNTY CUMBERLAND '0~ JUN 20 ~11 .SSN/~C ACM 0~0025~0 PA 17011~;~'~'~2[,f~,_~, L., ~ =.. F~::~ I Am°unt Rem'trod I MAKE CHECK PAYABLE AND REHZT PAYHENT TO: REGISTER OF ~[LLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS REV-1548 EX AFP C01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 06-25-2005 ESTATE OF LEACH ROBERT d DATE OF DEATH 05-25-2005 COUNTY CUMBERLAND FILE NO. 21 05-0290 S.S/D.C. NO. 200-24-1448 ACM 05002510 TAX RETURN WAS: eX) ACCEPTED AS FILED ( ) CHANGED JOINT OR TRUST ASSET XNFORNATION FINANCIAL INSTITUTION: ALLFIRST BANK ACCOUNT NO. 87000178185001 TYPE OF ACCOUNT: C ) SAVINGS ( ) CHECKING C ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 05-25-2002 Account BaZance Percent TaxabZe Amount SubSect to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due TAX CREDITS= 95,151.64 1.000 95,151.64 .00 95,151.64 11,418.20 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (*) AMOUNT PAID 05-50-2005 CD002629 570.91 10,847.29 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN, TOTAL DUE XF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN 41, NO PAYHEflT 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. 11,418.20 .00 .00 .00 PURPOSE OF NOTICE: PAYMENT= REFUND (CA): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS= DISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 25 of 2000. C72 P.S. Section Detach the top portion of this Notice and submit with your payment to the Register of Nills printed on the reverse side. -- Hake check or money order payable to: REGISTER OF NILLS, AGENT. A refund of a tax credit, which was not requested on the tax return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-ISIS). Applications are available at the Office of the Register of Nills, any of the 25 Revenue District Offices or by calling the special 2~-hour answering service for forms ordering= 1-800-$&2-2050; services for taxpayers with special hearing and or speaking needs: i-800-~47-$020 CTT only). Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions or assessment of tax Cincluding discount or interest) as sho~n on this Notice may object within sixty C&O) days of receipt of this Notice --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR *-electing to have the matter determined at the audit of the account of the personal representative, OR --appeal to the Orphans' Court Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, DEPT. 280&01, Harrisburg, PA 17128-0601 Phone C717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" CREV-1501) for an explanation of administratively correctable errors. If any tax due is paid within three CS) calendar months after the decedent's death, a five percent discount of the tax paid is allo~ed. The 15X tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. lnterest is charged beginning with first day of delinquency, or nine ¢9) months and one C1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six CSX) percent per annum calculated at a daily rate of .OOgl&4. All taxes which became delinquent on or after January 1, 1982 wil! bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2005 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Yea.~r Rate Factor 1982 20X .000548 1987 9X .000247 1999 7X .000192 1983 I&X .000458 1988-1991 llX .000501 2000 8~ .000219 1984 llX .000501 1992 9X .000247 2001 9X .000247 1995-1994 7X .000192 2002 &X .O001&4 1985 ISX .000S56 1995-1998 9X .000247 2005 5~ .000157 198& lOX .000274 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NU~IBER OF DAYS DELINQUENT X DAILY XNTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen C15) days beyond the date of the assessment. If payment is made after the interest computation date sho~n on the Notice, additional interest must be calculated. PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM YEARLY UNTIL COMPLETION Name of Decedent: STATUS REPORT UNDER RULE 6.12 ROBERT J. LEACH Date of Death: March 25, 2003 Estate No.: 2003-.00290 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: State whether administration of the estate is complete: Yes x No If the answer is No, state when the personal representative reasonably believes that the hdministration will be complete: (date) 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 × B. The separate Orphans' Court No. (if any) for the personal representative's account is: None (Not Applicable in Dauphin County) C. Did the personal representative state an account informally to the parties in interest? Yes x 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:. Signature (MAH:rmt/AM3) Charles R. Leach & Charlotte M. Thomas Name (Please type or print) 4124 Rosemont Avenue, Camp Hill, PA 17011 Address 717-737-4660 Telephone No. R.W. - 5~ Capacity: Personal Representative Counsel for Personal Representative BUREAU OF ZNDTVIDUAL TAXES XNHERXTANCE TAX DZVIS~ON DEPT. 28060! HARRISBURG, PA 17118-0601 WILLIAM A YOCUH ESQ $00! MARKET ST CAMP HILL COHHONWEALTH OF PENNSYLVANZA DEPARTMENT OF REVENUE NOT/CE OF KNHER[TANCE TAX APPRAKSEMENT, ALLONANCE OR DKSALLONANCE OF DEDUCTKONS AND ASSESSMENT OF TAX ~DATE ESTATE OF DATE OF DEATH FILE NUHBER ACN PA 17011.. REV-1;¢7 EX AFP COl-OS) 07-28-2005 LEACH 05-25-2005 21 05-0290 CUMBERLAND 101 Amount Rem/fred I ROBERT J HAKE CHECK PAYABLE AND REHTT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 1701:5 CUT ALONG THZS LINE ~ RETAIN LOWER PORTZON FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTICE OF XNHERXTANCE TAX APPRAISEMENT, ALLOWANCE OR DXSALLOWANCE OF DEDUCTXONS AND ASSESSHENT OF TAX ESTATE OF LEACH ROBERT J FILE NO. 21 03-0290 ACN 101 DATE 07-28-2003 TAX RETURN NAS: (X) ACCEPTED AS FKLED ( ) CHANGED RESERVATXON CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Rea/ Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Stock/PartnershAp Knterest (Schedule C) (3) q. Mortgages/Notes Receivable (Schedule D) (q) 5. Cash/Bank Doposits/MLsc. Personal Property (Schedule E) (5) 6. JoAntly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets APPROVED DEDUCTZONS AND EXENPTZONS: 9. Funeral Expenses/Adm. Costs/N~sc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liebilltles/Liens (Schedule K) (10) 11. Total Deductions 12. Net Value of Tax Return 15. lq. Charitable/governmental Bequests; Non-elected 9115 Trusts (Schedule J) Net Value of Estate Sub,oct to Tax 125~000.00 25~8~1.2~ .00 .00 151/925.51 .00 .O0 (8) :55,256 .$9 .00 NOTE: To insure proper credit to your account, submit the upper portion of this fora with your tax payment. 282,766.75 KF PAID AFTER DATE KNDKCATED~ SEE REVERSE FOR CALCULATION OF ADDITIONAL KNTERESTo (lS). .00 X O0 = .00 (161 .00 x 0~.5 = .00 (17) 125,950.18 x 12 = 1~,871.62 (18) 12:5,580.18 x 15 = 18,5:57.02 (19)= :53,~08.6~ AHOUNT PAID I :51,758.21 ASSESSHENT OF TAX: 15. Amount of L/ne lfi at Spousal rate 16. Amount of L/ne lq taxable at Lineal/Class A rate 17. Amount of L~ne lq at Sibllng rats 18. Amount of Line lq taxable at Colletere1/Class B rata 19. Principal Tax Duo TAX CREDZTS: PAYMENT RECEXrl D~SCOUNT (+) DATE NUMBER KNTEREST/PEN PAID (-) 06-~2-200:5 CD002677 1,670.~$ reflect figures that lnclude the total of ALL returns assessed to date. TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE :55,q08.6q .00 .00 .00 ( ZF TOTAL DUE KS LESS THAN $1, NO PAYMENT KS REQUKRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDKT" (CR), YOU NAY BE DUE A REFUND. SEE REVERSE SKDE OF THKS FORM FOR KNSTRUCTKONS.) NOTE: 'r.p an assessment vas /ssued previously, 1/nos lq, 15 and/er 16, 17, 18 and 19 #ill (11) ~; .2;6.39 (la) Zq7,510. :56 (15) . O0 (1~) Iq7,510. :56 RESERVATION: Estates of decedents dying on or before December 12, 198Z -- if any future interest in the estate is transferred in possess[on or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years) the Commonaealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE: PAYMENT: REFUND [CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act Z3 of ZOO0. (72 P.S. Section 91~0). Detach the top portion of this Notice and submit Hith your payment to the Register of Nills printed on the reverse side. --Make check or money order payable to: REGISTER OF HILLS, AGENT A refund of a tax credit, Hhich Has not requested on the Tax Return) say be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-IS13). Applications are available at the Office of the Register of Nills) any of the Z$ Revenue District Offices, or by calling the special Z¢-hour ansHaring service for fores ordering: 1-800-36Z-2050; services for taxpayers Hath special hearing and / or speaking needs: 1-800-q¢7-30ZO (TT only). Any party in interest not satisfied Hith the appraisement, alloHance) or disalloHance of deductions, or assessment of tax (including discount or interest) as shoHn on this Notice must object Htthin sixty (60) days of receipt of this Notice by: --Hrittsn protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in Hriting to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Rsvie~ Unit, Dept. 280601, Harrisburg, PA 171Z8-060! Phone (717) 787-6505. Sea page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. If any tax due is paid Hithin three (33 calendar months after the dacedent's death, a five percent (SX) discount of the tax paid is allo~ed. The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996) the first day after the and of the tax amnesty period. This non-participation penalty is appealable in the smsa manner and in the the same tiaa period as you Hould appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning ~ith first day of delinquency) or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes Hhich became delinquent before January 1, 1982 bear interest at the rate of six (6Z) percent par annum calculated at a daily rate of .00016¢. All taxes which became delinquent on and after January 1, 1982 Hill bear interest at a rate ~hich mill vary from calendar year to calendar year Hith that rate announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZOO3 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Yaa.~r Rate Factor Year Rate Factor 1982 20Z .0005¢8 1987 9Z .000Z¢7 1999 7Z .O0019Z 1983 16Z .000¢S8 1988-1991 IIZ .00D$01 ZOO0 8Z .000Z19 198¢ llZ .000501 199Z 9Z .0002¢7 2001 9Z .000Z¢7 1985 132 .000356 1993-199¢ 72 .000192 2002 62 .00016¢ 1966 IOZ .00027¢ 1995-1998 92 .0002¢7 200~ 5Z .000137 --Interest is calculated as folloHs: INTEREST = BALANCE OF TAX UNPAID X NUI~BER OF DAYS DELZNI~UENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent ~ill reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shoHn on the Notice, additional interest must be calculated. INRE: ESTATE OF ROBERT J. LEACH of LEMOYNE BOROUGH CUMBERLAND COUNTY, PENNSYLVANIA IN THE COURT OF COMMON PLEAS of CUMBERLAND COUNTY, PENNSYLVANIA : : ORPHANS' COURT DIVISION : NO. 2003-00290 SETTLEMENT AGREEMENT THIS AGREEMENT made this / 5~t day of ,~ ~ ~ 5 ~, 2003 by and between CHARLES R. LEACH and CHARLOTTE M. THOMAS, WITNESSETH: WHEREAS, ROBERT J. LEACH died on March 25, 2003, leaving a Will which was duly probated in the Office of the Register of Wills of Cumberland County, Pennsylvania, and Letters Testamentary were issued to CHARLES R. LEACH and CHARLOTTE M. THOMAS, on April 2, 2003 and WHEREAS, CHARLES R. LEACH and CHARLOTTE M. THOMAS, are the sole beneficiaries under the decedent's Will, and WHEREAS, the above named beneficiaries have reached certain agreements with respect to the estate which they wish to reduce to writing. NOW THEREFORE, intending to be legally bound, the parties agree as follows: 1. All of decedents' just debts including miscellaneous expenses, administrators, expenses, attorney's fee and inheritance taxes shall be paid out of the assets of the Estate of ROBERT J. LEACH and the balance of assets remaining in said estate, after the distribution of a grandfather clock to CHARLES R. LEACH as per decedant's bequests, shall be paid or distributed as hereinafter set forth, i~ equal shares to CHARLES R. LEACH and CHARLOTTE M. THOMAS after the proration of inheritance tax payment is made based upon the tax rates payable by the above beneficiaries. Household goods, furnishings and personalty were sold at public auction by Claude C. Wolfe & Associates, Auctioneers & Appraisers, for a gross sale price of $4,882.60 from which an auctioneer's commission and expenses of $1,841.33 were paid, netting the estate the sum of $3,040.67 as evidenced by the auctioneer's Settlement Sheet, a copy of which is attached hereto and marked Exhibit "A". The parties hereto ratify this transaction. The net proceeds were placed in the estate account. The following investments, as set forth in the County Inventory, were liquidated or redeemed, and the net proceeds derived therefrom, including interest and dividends, were placed in the Estate account. a.) Dreyfus Account Mutual Funds - DOD (date of death) value ................................................................... $80,158.78 b.) Franklin Account - tax free income account DOD value .................................................................... $15,826.65 c.) MFS Account - Municipal bond Fund - A DOD value .................................................................... $12,902.55 d.) Wachovia Securities Investments: 1.) Van Kamper Fund Bond - DOD value .......... $10,540.69 Page 2 of 6 2.) Rite Aid Corp. Account Stock DOD value ...... $2,350.00 3.) Kmart Corp Stock - DOD value ..................... $48.00 e.) PNC Checking Account - DOD value ........................ $5,367.64 PNC Money Market Account DOD value .................. $5,002.14 The 1987 Buick motor vehicle was sold for $2,500.00, which sum was placed in the estate account as was the $35.00 sale price ofa lawnmower. The grandfather clock appraised at $350.00 was given to Charles R. Leach as directed in decedents' will. The beneficiaries hereunder, Charles R. Leach and Charlotte M. Thomas, hereby approve the transfer of the title of the 2002 Buick LeSabre motor vehicle, which was an asset of the estate and was appraised at $13,500.00, to Charlotte M. Thomas, who paid Charles R. Leach the sum of $6,750.00. This transaction is tantamount to an advancement of $6,750.00 to each beneficiary hereunder from the estate. Other dividends, refunds and proceeds from the sale and redemption of estate investments and real and personal property, were placed in the estate account. The parties hereto agreed to the sale of Decedent's dwelling located at 251 Walton Street, Lemoyne Borough, Cumberland County Pennsylvania, as described in Deed Book E, Volume 28, Page 378 for a contract sale price of $125,000.00 and a net sale price of $116,369.12 as set forth in the Settlement Sheet dated May 21, 2003 and affixed to Decedent's inheritance tax return. The net proceeds derived therefore were placed in the estate account. Page 3 of 6 It is acknowledged that the Executors expended, or will expend, the sum of $35,256.39 for funeral expenses, administrative costs and miscellaneous expenses on behalf of the Estate as set forth on Schedule H of the Inheritance Tax Return and paid and additional sum of $31,738.21 for the State Inheritance Tax, which payments are hereby approved. The Executors, Charles R. Leach and Charlotte M. Thomas, advanced to each other as residuary beneficiaries of Decedents' Estate, the sums of $20,000.00 each on May 20, 2003, $50,000.00 each on June 11, 2003 and $25,000.00 each on June 25, 2003 and these payments are hereby approved by them. Under Schedule H of the Inheritance Tax Return, the Executors reserved the sum of $1,500.00 for accountants fees, taxes, filing fees and contingencies. Additionally, the Executors' accounting records show an escrow balance of$19,411.63 which includes the above $1,500.00, for distribution after payment of all estate bills and taxes. The Executors are hereby authorized to retain the above referenced sums in escrow to satisfy all unpaid estate bills. Unspent escrow funds, in an amount to be agreed upon by the Executors hereunder, but no less than $1,500.00, shall be retained until after the time that inheritance tax payments by the Estate have been approved by the State of Pennsylvania and until all other estate taxes, including decedents personal taxes, are calculated and paid. Page 4 of 6 10. 11. 12. The shares of Charles R. Leach and Charlotte M. Thomas, the residuary beneficiaries hereunder, were taxed for Inheritance taxes, on the basis of 12% (brother) and 15% (non-relative) respectively. The parties hereto agree that the difference of the taxes paid for each residuary beneficiary, based upon the above tax rates, shall be prorated and that Charles R. Leach shall be paid the sum of $3,400.00 in addition to his 50% of the residuary of the estate and that the above sum of $3,400.00 shall be deducted from the residuary share of Charlotte M. Thomas. Each party waives his right to require the Executors, Charles R. Leach and Charlotte M. Thomas, to file a First and Final account and Proposed Schedule of Distribution in the Court of Common Pleas of Cumberland County. The parties hereto, therefore, have remised, released, quitclaimed and forever discharged, and by these presents, for themselves, their heirs, executors and administrators, do remise release, quitclaim and forever discharge each other, of and from all, and all manner of action and actions, cause and causes of action and actions, suits, whatsoever in law or equity, which against either, each may have ever had, now have or which each hereafter can, shall or may have, arising out of the administration of the Estate of Robert J. Leach. Page 5 of 6 IN WITNESS WHEREOF, the parties have hereunto set their hands and seals the day and year first above written. Ch~ies R. Lea~cl~ - (Seal) Charlotte M. Thomas Page 6 of 6 CLAUDE C. WOLFE & ASSOCIATES AUCTIONEERS & APPRAISERS FAMILY OWNED SINCE 1912 2009 LINCOLN STREET · CAMP HILL, PA 17011 717-761-2763 ~lic Auction for _ Estate of Robert 0. Leach Date May 17. 2003 ;~dress 251 Walton Street, Lemoyne, PA 17043 Auction Gross ................................. $ 4,882.00 Shoppers Guide Adv. & Patriot News Adv. Paxton Herald Adv. Other Adv. Other Adv. ., Other Adv. Sign for Property ..... .. State Fumigation Tags Registration Numbers Tent/Tarp ..................................... Misc. Expenses _ 3 Clerks at $ 70.00 each _. 4 .Runners at $ 91.25 each Labor Sale preparation Labor ''' ~XPENSES Sale Bills .............. $~5 .... 40.1~ 10.00 ., 10.00 75.00 ,,, 210.00 365.00 384.Q0 Labor Labor Personal Items Total Expenses Fee at 10 % for Auction 1,841.33 Real Estate Gross ' Real Estate Fee at ~% (Due at Settlement) . $ 4,882.00 _ Auction Gross -_ 1,841.33 Expenses _ 3,040.67 Net -_ 2,823.00 Checks .. 217.67 Owed M/by Auctioneer Auctioneer or Cashier: 17 Approved by: WILLIAM A. YOCUM ATTORNEY AT LAW 3001 MARKET STREET CAMP HILL PA 17011 AREA CODE 717 TELEPHONE 761-5041 September 4, 2003 Office of The Register of Wills Attn: Sue Cumberland County Courthouse Carlisle, PA 17013 Re: Estate of Robert J. Leach 21-2003-0290 Additional Probate Fee Dear Sue: Enclosed please find an Estate check payable to the Cumberland County Register of Wills in the amount of $35.00 in payment of additional probate fees as requested by you in the enclosed bill. Thank you for your cooperation. Very truly yours, William A. Yocum WILLIAM A. YOCUM A'I-rORNEY AT LAW 3OO1 MARKET STREET CAMP HILL, PA 17011 Office of The Register o.f Wills Attn: Sue Koser, Deputy Cumberland County Courthouse Carlisle, PA 17013 WILLIAM A. YOCUM A'I-rORNEY AT LAW 3OO1 MARKET STREET CAMP HILL, PA 17011 Office of The Register of Wills Attn: Sue Koser, Deputy Cumberland County Courthouse Carlisle, PA 17013 ESTATE OF ROBERT J. LEACH of LEMOYNE BOROUGH CUMBERLAND COUNTY, PENNSYLVANIA RELEASE IN THE COURT OF COMMON PLEAS of CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT NO. 2003-00290 KNOW ALL MEN BY THESE PRESENTS, that I, CHARLES R. LEACH, Executor of the Estate of ROBERT J. LEACH, of Walton Street, Lemoyne Borough, Cumberland County, Pennsylvania, a beneficiary in the Will of ROBERT J. LEACH, deceased, of Lemoyne Borough, Cumberland County, Pennsylvania, do hereby acknowledge that I have had and receive~l of and from the Estate of ROBERT J. LEACH, deceased, the sum of $100,000.00 and accrued interest, if any and other good and valuable considerations. I hereby accept the above in full payment, settlement and satisfaction of my share in the estate of ROBERT J. LEACH, deceased. In consideration of said payment, I do hereby release, exonerate and discharge CHARLES R. LEACH, Executor and CHARLOTTE M. THOMAS, Executrix, their heirs, executors and administrators of and for the payment aforesaid, and of and from any and all other accounts, suits, reckonings, claims and demands whatsoever on account of or by reason of the administration of the Estate of ROBERT J. LEACH, deceased, or of any other cause matter or thing whatsoever to the date of these presents. IN WITNESS WHEREOF, I have hereunto set my hand and seal this .9~ ~' d day of O~J~et~ ,2003. ~?~ f ~ (SEAL) Ch~ics R. Leach' ~ STATE OF PENNSYLVANIA COUNTY OF CUMBERLAND On this ~t~d dayof ,2003, before me a Notary Public, the undersigned officer, personally appeared CHARLES R. LEACH, known to me to be the person whose name is subscribed to the within instrument, and acknowledged that executed that same for the purpose therein contained, and had authority to do so. IN WITNESS WHEREOF, I have hereunto set my hand and Notarial seal. NOTARIAL SEAL WILLIAM A. YOCUM, Notary Publ'~c Camp Hill Boro, Cumberland County My Commission Expires June 27, 2004 ESTATE OF ROBERT J. LEACH of LEMOYNE BOROUGH CUMBERLAND COUNTY, PENNSYLVANIA RELEASE IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT NO. 2003-00290 KNOW ALL MEN BY THESE PRESENTS, that I,CHARLOTTE M. THOMAS, Executor of the Estate of ROBERT J. LEACH, of Walton Street, Lemoyne Borough, Cumberland County, Pennsylvania, a beneficiary in the Will of ROBERT J. LEACH, deceased, of Lemoyne Borough, Cumberland County, Pennsylvania, do hereby acknowledge that I have had and received of and from the Estate of ROBERT J. LEACH, deceased, the sum of $ 100,000. oo and accrued interest, if any, and other good and valuable considerations. I hereby accept the above in full payment, settlement and satisfaction of my share in the estate of ROBERT J. LEACH, deceased. In consideration of said payment, I do hereby release, exonerate and discharge CHARLES R. LEACH, Executor and CHARLOTTE)~. THOMAS, Executrix, their heirs, executors and administrators and for the payment aforesaid, and of and from any and all other accounts, suits, reckonings, claims and demands whatsoever on account of or by reason of the administration of the Estate of ROBERT J. LEACH, deceased, or of any other cause matter or thing whatsoever to the date of these presents. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~5) C/~,/) Pc~ ,2003. day of Charlotte M. Thomas STA~TE OF PENNSYLVANIA ) > On this ~ ,~ ~4 day of ~U/pb~ ¢ ~ v2003 before me a Notary Public, the undersigned officer, personally appeared CHARLOTTE R. THOMAS, known to me to be the person whose name is subscribed to the within instrument, and acknowledged that executed the same for the purpose therein contained, and had authority to do so. IN WITNESS WHEREOF, I have hereunto set my hand and Notarial seal. Notary Public lAM NOTARIAL SEAL A. YOCUM, Notary Public Camp Hill Boro, Cumberland CounW '~,v C:~mmissiori E~vires June 27, 2004 PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM YEARLY UNTIL COMPLETION STATUS REPORT UNDER RULE 6.12 Name of Decedent: ROBERT J. LEACH Date of Death: March 25~ 2003 Esmte No.: 2003~00290 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: State whether administration of the estate is complete: Yes x No Date: If the answer is No, state when the personal representative reasonably believes that the hdministration will be complete: (date) 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 x B. The separate Orphans' Court No. (if any) for the personal representative's account is: None (Not Applicable in Dauphin County) C. Did the personal representative state an account informally to the parties in interest? Yes x 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. Signature (MAH:rmt/AM3) Charles R. Leach & Charlotte M. Thomas Name (Please type or print) 4124 Rosemont Avenue, Camp Hill, PA 17011 Address 717-737-4660 Telephone No. Capacity: Personal Representative Counsel for Personal Representative R.W. - 55