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Home My WebLink About02-0782PETITION FOR PROBATE and GRANT OF LETTERS Estate of Paul D. Leedy No. pZ~-(!~-~ QoZ Social Security No. 091-26-0086 To: Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania. The Petition of the undersigned respectfully represents that: Your Petitioner is 18 years of age or older and is the Executor named in Paragraph 6 of the last Will of the above decedent, dated August 24, 1995. Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last address at 239 N. 25th Street, Camp Hill, PA 17011. This is in the Borough of Camp Hill, PA. Decedent, then 94 years of age, died August 19, 2002, at Holy Spirit Hospital, East Pennsboro Township, Cumberland County, PA. Decedent did not marry, was not divorced and did not have a child born or adopted after execution of the Will offered for probate, was not the victim of a killing and was never adjudicated incompetent. Decedent at death owned property with estimated values as follows: All personal property $ 880,000.00 2. Value of real estate in Pennsylvania $ 175,000.00 The Pennsylvania real estate is located in the Borough of Camp Hill, PA. WHEREFORE, petitioner respectfully requests the probate of the last will presented herewith and the grant of letters testamentary thereon. ll hh //r/ ~ ~ ~F 1~K~f7tWY ~ /_~C Thomas F. Leedy 15720 Comus Road Clarksburg, MD 20871 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA: SS COUNTY OF CUMBERLAND Petitioner, Thomas F. Leedy, swears or affirms that the statements in the foregoing petition /7-~~, 21-2002-782 are true and correct to the best of his knowledge and belief and that as personal representative of Paul D. Leedy, deceased, petitioner will well and truly administer the estate according to law. Sworn to or affirmed before me, Thomas F. Leedy this 29th day of August, 2002 _ r~~ ~ Register Donna M. Otto lst ~puty _ 2. ,, -,, ceTr ';; tzar tie .n+ormaton here given is correctly/ copied tro(ar an original certificate of deadl duly tiled with me as Luc;tl R-~,i~rrsr Il)e ori,`inal certificate will be forwarded to the 5t.ire Viral Records Office for permanent filing. 11NARNING: It is illegal to duplicate this copy by photostat or photograph. 1 rc fur this certificate, `x'.00 P 8386661 ~<,. I Y3 Hev. 2187 ~r ~. ~ -~' .~ ,y ,, '~~/ L . ~~ _--F-~ ~! y~, ~l4_ I Deal Registrar °j ~a• ~I Yd ~r F .~- ~ ~,~ ~'99rM - QF~~P~~'t AUG "~ 1 ~uC12. ENr,,,,,,,,ll'- bare COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT Of HEALTH • VITAL RECORDS CERTIFICATE OF DEATH NAME OF DECEDENT IFr9. M,dde. ~a91 ~ SEX SOCdL SECURITY NUMBER DATE OF DEATH ,MCnm Day. Rar) 0086 ~ ~ 26 091 2 U ,, Paul D. Leedy _ ,, , / - Q ,y 2 :. Male ,. AGE (Lev B~nnoay) UNDER t YEAR UNDER t DAY DATE OF &RTH Bd,THPUtCE ICxy and PLACE OF DEATH rCneck rn,ly ~v~d - ,ee ~~,avuclxv~s nn urnel ydal MorYU . Dayw Houb 1 Mnutw ,.MOmn. Day. ' rearl Sutea FCregn COUnuyl y,OSP1TAt: OTHER: aMnt u DOA ^ „a ° " nt~ ERJOa p ^ R t ^ sv d o ) ^ PA I b i 94 YM. ~ 3-4-08 , , w p npa wnu u wf y urg, Harr s COUNTY Of DEATH CITY,BORO.TWP OF DEATH S~s~D-yEyCEDEN-T~OF HISPANIC ORIGIN? RACE-Amarlcan kWian. fllack, Whew. etc. FACILITY NAME 01 not lmm~nxm. gee weal and lnanhan N4f S ecMI ~~ P NOiP Y§w ^ 11 yw. sPealy taboo, l White Cumberland E. Pennsboro K M.arwl.PwnpRlcan.«~. /~ I d / 9 9. ,o. a . . w. DECEDENT'S USUAL OCCUPATION KIND OF BUStNE5511NDUSTRY WAS ECEDE EVERIN D ED NT'S EDUCATION MARITAL STATUS-MarrwO SURVIVING SPOUSE Widowed. IN wae.~w maxswn namal r ~decom W Newr MalIIW l h, e S n C IG~ve kinddw~k dons tlwag moat d work' Mr, m nd use rYued 1 , on s E57 U.S. ARMED FOR EtwmwnbrylSwcolWary Doltwgw Dtvorcad (SpeuN) • 5 Y •^ "°~ Professor College ,o-,2, o a ° i1 ,s Widowed 5+ ,. „a. „b. . . ,:. ,~. DECEDENT'S MAILING ADORESS(Strwel. GNrtown. Stale. Zip Cadet DECEDENT'S dKwdMa Inrwd m tarp. ^ Yw ~ennsvlVania Did t7o.r-'~ 239 N 25th Street ACTUAL RESIDENCE . ,7a. Stab ~•d•M Camp Hill, PA 17011 (Sea xtstrucums dnomersdwl Iww m bwnahrp7 tT~IHwNann'~aai°"i1M""°dfol S HIll dty/EOro. , ~. _ ~_ t76.Counry FATHER'S NAME (First. Mx7du. LaatJ MOTHER'S NAME tFxst. Mxfdle. Ma~owtSurname) Mary Dillinger ,,. Charles D. heed „• INFORMANT'S NAME (TypwPrlrV) INFORMANT'S MAILMG ADDRESS IStreY. GNRowrl. Sub. Zip Codel Clarksburg, MD 20871 15720 Corrws Rti Thomas Leedy . , x :o. GATE OF DISPOSITION IO N METHOD OF DI$POSIT PLACE OF DISPOSITION ~ Name al Cemetery. Crematory LOCATION -CiryYTown, Slate, 2p CorM X 3C ~ Banal LJ Cranalnn ^ Ramovaf Irom Stab ^ (Mmm, Day, Ybxl 8-21-02 or qMr Place John's Cemetery Camp Hill, PA 17011 St Dprutbn^ gMr,Spwtdyl ^ . x,d x,w. Ztn, . ne, U RAL SERVICE ICENSEE PERSON ACTING AS SUCH LICENSE NUMBER 2xD 011654-L NAME AND ADDRESS OF FACILITY 2S~lyers-Harper FH, 1903 Mkt St, CH, PA 17011 w ewms x]ac Doty wMn To IM Deaf d my knowledge, Walh occurred MtM tine. dale and prate soled LICENSE NUMBER DATE SIGNED (MOnrh' Day' Yaarl PDYUCUn m nd avadabb Y tune of ualh 1o IS Jrwwre a/a Tnul ' unlly uuww of aam. x].. 2]b. xx. ' bwrtu 2..2t3 muY W mmplwtw0 M TIME OF DEATH rorquraw deaN orl wlto • w DATE PRONOUNCED DEAD IMmm, Day. Year) WAS CASE REFER . / RED TO MEDICAL E%AMINERICORONER7 Yew ^ . P p u I ' J•lJ H ) / V M xi ! O M. . . sa. x7. PART 1: Enter 1W tliswasas, injures or compficalona whlcn nuseOlM dwatn Do nw emer ma mode of dying, caraac or spuatory auwL stack w neap laaww ~ Apluoumatw lMwrrY bwlwwn PART 11: qMr signi/kaM conOelorw corxrt%dYlg to dwaln, Du, nd neubutg m IM W Wwnymg CauM gwM+l PART I. LIY onN OM auss on wacn IIM. 1 I oneY and aam IYMEOIATE CAUSE (Final l j tllsaaw a candnron ~ (' 1 ~~ ' r ~1'+ 2 -~ t -u A• ewJwg naaaml--~ a. DUE TOIOR AS A CONSEQUENCE ~-• ^ ~ ' I L SepleMiYM nY conditbna D. r $ A C EOUENCE OF '1 arty, NaWrp b enmwdiab , DUE ld 1 I: I cauew. EMwt UNDERLYING _ ~ iU CAUSE IDwwss or ~nfuy c. • mat eat IW avenu DUE O (OR A CONS OUENCE OF) . resutlw,p a, Deem) usT d I WAS AN AUTOPSY WERE AUTOPSY FINDINGS MANNER OF OEATN DATE OF INJURY TOME OF iNJUAY tNJUAV AT W'ORK7 DESCRIBE NOW INJURY OCCURRED. pERFORMEDt AWULABLE PRIOR 70 IMOnm. Day. Year) COMPLtZ10N Of CAUSE OF DEATM7 NaIwY ~ Ibmkldw ^ Yw ^ Lao ^ A[t1tlwM C~ Pantlurg bvesligatan ^ Jbb. M. ]Od. Wa ^ No~ Yea ^ No ^ _ Suu:lM ~ Caub na W tlebrmmw0 ^ __ ptAGE OF IWURY. M Mn s tarn, sneer, factory, olHCw _ LOCATION (SUeer. CM/Tovm. Sulel bwldirp, Yc_ ISPet,lvl xM. x9b. 29. 30w. ]ol. CERTIf1ER ICnwCk ody met 'CERTIFYING PHYSKIANIPfiys,c,ancerlANngcaus2 ul Ueatn rne.~a~~ahar WlYSC~anhaspronourx;ed aedlh anocomPleleo «wn 231 - GNATU AN F CERTIFIER ~ ~~ , ~ ~/~~i(• ~ r ~ / TO dN owl OI my kmwledgw, deem occurred dw b tM cauulal and manner aw t oted ................. .................................... L ai / ]fb ENgg/( tTfU~MBER''?7 '7 / ~ ~'b~ DATE SIGNED IMonm, Day. vearl J (~ ~ ~-~ '~ O / 8 ` 'PRONOUNCING AND CERTIFYING PHYSKIANtPhysK.~a~twlh;vnnuv,.:~l~y dean, dr,tl ie~uly,nq to nausea deaml ~- c A 7/C 1 7 /J J ;td ' To tM Wet Of mY knowlldgw, doom oeeurred al W time, dab, arW place, arW due t0 the cauee(a) antl manner as elated .......................... NAME AND ADDRESS OF PERSON WHO COMPLETED CAUSE Of OEATM 'MEDICAL EXAMINER/CORONER (Item 2T)ty~w aPnnl UAL. LJ(jBISq 57Mlxowc On the baste 01 waaminallon and/or investigation, in my opiNOn, death occurred at the time, date, and place, and due to Ina cauae(a) an ^ . /C /YL ~4YVZC/H Ie.~. ~ manner as star.d ................................................ ]ta. ............ . .................................. .... ~ ,~. 174/ T ~ M/' /~ 4[ ]x. •~ TRAR'S SIGy~Tj1RE A~NOj~1UM'§`~R I DATE FIIED~MOnln Oay fea,l q ~~ ], sue- _ aa. / o t ~ LAST WILL AND TESTAMENT ~ ,~, - i 1~ .E' PAUL D. LEEDY I, PAUL D. LEEDY, of Camp Hill, Cumberland County, Pennsylvania, declare this to be my Last Will, hereby revoking any and all prior Wills and Codicils. 1. I give, bequeath and devise all of my estate whatever nature and wherever situate unto my son, THOMAS F. LEEDY, or his issue, per stirpes. 2. Should my son, THOMAS F. LEEDY, predecease me without issue, I give, bequeath and devise all of my estate of whatever nature and wherever situate unto my daughter-in-law, KATHRYN O. LEEDY, providing she shall not at that time have remarried. 3. If my said daughter-in-law, KATHRYN O. LEEDY, shall predecease me, or shall have been remarried prior to my death, then, and in either of such events, I give, bequeath and devise all of my estate, of whatever nature and wherever situate, unto the following named charitable institutions, in the respective percentages indicated: a. 10~ to The Peace Church located at the juncture of St. Johns Road and Trindle Road, Mechanicsburg, Pennsylvania, 17055. b. 20~ to The Cathedral Church of St. Peter and 5t. Paul, in the city and diocese of Washington, (The Washington Cathedral), Mt. St. Alban, Washington, D.C., 20016. c. 20$ to The American University, Massachusetts and Nebraska Avenues, N.W., Washington, D.C., 20016. d. 15$ to Messiah College, Grantham, Pennsylvania, 1702?. e. lOg to The Preachers' Aid Society of the Central Pennsylvania Conference of the United Methodist Church, 900 South Arlington Avenue, Harrisburg, Pennsylvania, 17109. f. 5~ to West Shore Public Library, 30 North 31st Street, Camp Hill, Pennsylvania, 17011. g. 10$ to May`s Mission for the Handicapped, Heber Springs, Arkansas, 72543. h. 10$ to Dickinson College, Carlisle, Pennsylvania, 17013. 4. The aforesaid charitable bequests shall be unrestricted in purpose, and shall be applied as the respective governing bodies of said institutions shall deem appropriate. 5. In addition to the powers given them by law, my Executor, and his successors, shall have the following powers, applicable to all property held by them, effective without Court Order and until actual distribution. (a) To retain any property received by them; (b) To sell, lease, or mortgage real estate for any purpose, publicly or privately, for such prices and on such terms as they deem proper, without liability on the third 2 r persons dealing with same to see to application of the moneys so paid; (c) To compromise controversies; (d) To distribute in cash or kind or both at such valuations as they may fix; and (e) To hold investments in the name of a nominee. 6 . I appoint my son, THOMAS F . LEEDY, as the Executor of this Will. Should he be unable to act or to continue to act in such capacity, I appoint in his stead with the same powers and duties my daughter-in-law, KATHRYN O. LEEDY, and should she be unable to act or to continue to act for whatever reason, I appoint in her stead with the same powers and duties MELLON BANK, or its successor banking institution. I specifically direct that no fiduciary acting hereunder shall be required to enter bond or post security in any jurisdiction for the faithful performance of his or her duties. IN WITNESS WHEREOF, I, PAUL D. LEEDY, do hereunto set my hand and seal to this, my Last Will, typewritten on four (4) sheets of paper including the self-proving attestation clause and signatures of witnesses, this Z4} day of ~~~~~` 1995. PAUL D. LE (SEAL) Wit e d : __ _ _ ------~ ~ " " `~"`~ ~ residing at (~~~~ a- ti ~.. ~ ~ ~ ~. `~>~ ~'~~-~~`~~~ ~~~~c residing at '~`~\'~~ ~~:~.~,_,~~. ~`~~~~~~ ~+~; `; residing at 3 COMMONWEALTH OF PENNSYLVANIA \ SS: COUNTY OF a~e?~7 h~~r, ,PAUL D . LEEDY, the testator, <-~, v'~vv.`~~ ~(1 ~ ~~-~' , ~~\~ ~-..~''~.;~,~ ~ ~ and , the.. fitness, whose names are signed to the foregoing instrument, being first duly sworn, each hereby declares to the undersigned authority that the testator signed and executed the instrument as his Last Will in the presence of the witnesses and that he had signed willingly, and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testator, signed the Will as witnesses and that to the best of their knowledge the testator was at the time eighteen years of age or older, of sound mind and under no constraint or undue influence. WITNESS : ~~~~-~/4 .._ l PAUL WITNESS: - ~ `, WITNESS: Subscribed, sworn to and acknowledged before me by PAUL D. LEEDY, the testator, and subscribed and sworn to before me by ,~,_ Gam. ~ ~ ~~~ ~ ~., r, and . ~, ~~~ ~ the witnesses, this .~y% day of ~~ Notary Public My Commission Expires: Notarial Seal Jacquetyn A. Zettlemoyer, Notary Public Harrisburg, Dauphin County My Commission Expires Jan. 29, 1999 4 Membar, PennsylvaniaAssociation of Notaries S. BERME SMITH Attorney-at-Law 107 N. 24`" Street Camp Hill, PA 17011-3602 PHONE: (717) 737-6789 FAX: (717) 737-6783 August 28, 2002 In re: Paul D. Leedy; DOD August 19, 2002; SS# 091-26-0086 PA File: File: 188001 Register of Wills Courthouse 1 Courthouse Square Carlisle, PA 17013-3387 Dear Register: Accompanying this letter is a Petition for Probate and Grant of Letters Testamentary in the Estate of Paul D. Leedy, who died testate August 19, 2002. Attached to the petition are the following: 1. The original and one copy of the Will of Paul D. Leedy. 2. The Estate Information Sheet for the PA Department of Revenue. 3. Death Certificate for Paul D. Leedy. 4. The Will is aself-proving Will. We believe that this covers everything that is required. We ask that we be provided with twenty (20) short certificates. Please send them and the actual letters testamentary to the undersigned when they are prepared. Because we will be hand delivering all of the above materials to you, we will be prepared to pay the fees by check at that time. Thank you for your attention to this matter. If anything further is required, please advise. Sincerely yours, n /~~~ ~,~~ S. Berne Smith Enclosures: cc: Thomas F. Leedy, Executor ~.. CERTIFICATION OF NOTICE UNDER RULE 5.6(a~ In re: Estate of Paul D. Leedy, deceased, Date of Death: August 19, 2002. PA File No. 21-02-00782; File No. 2002-00782 To the Register: I certify that notice of beneficial interest required by Rule 5.6 (a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries or potential beneficiaries of the above-captioned estate on September 12, 2002: Name Address Thomas F. Leedy 15720 Comus Road Clarksburg, MD 10871 Kathryn O. Leedy 15720 Comus Road Clarksburg, MD 10871 The Peace Church P.O. Box 3034 Shiremanstown, PA 17011 Washington National Cathedral Massachusetts and Wisconsin Avenues, N.W. Washington, D.C. 20016-5098 The American University 4400 Massachusetts Avenue, N.W. Washington, D.C. 20016 Messiah College One College Avenue Grantham, PA 17027 The Preachers' Aid Society Central Pennsylvania Conference of the United Methodist Church 900 south Arlington Avenue, Room 112 Harrisburg, PA 17109 Fredricksen Library West Shore Public Library 100 North 19th Street Camp Hill, PA 17011 Mays Mission for the Handicapped, Inc. 604 colonial Drive Heber Springs, AR 72545 Dickinson College P.O. Box 1773 Carlisle, PA 17013 Notice has now been given to all persons entitled under Rule 5.6 (a) except: None. Date: September 12, 2002. ~` ~ ~~ Signature: ~ ~-~-----~ /`''~`" Name: ~ S. Berne Smith Address: 107 N. 24th Street Camp Hill, PA 17011-3602 Telephone: 717-73 7-6789 Capacity: Personal Representative X Counsel for Personal Representative 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. CD 001844 LEEDY THOMAS F 15720 COMUS ROAD CLARKSBURG, MD 20871 fold ESTATE INFORMATION: ssN: osi-26-ooss FILE NUMBER: 2102-0782 DECEDENT NAME: LEEDY PAUL D DATE OF PAYMENT: 1 1 f 14/2002 POSTMARK DATE: 1 1 /1 3/2002 counlTY: CUMBERLAND DATE OF DEATH: 08/ 1 9 f 2002 REMARKS: THOMAS LEEDY CHECK# 516 SEAL ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ S 54, 000.00 TOTAL AMOUNT PAID: INITIALS: CW RECEIVED BY: MARY C. LEWIS REV-1162 EX111-96) S 54, 000.00 REGISTER OF WILLS REGISTER OF WILLS ~ u ~ ~~' ©o c, ~N ~ O U Q ~l L ¢m~`=~ Lf7o ll ~ V b ~>2 .moo j ¢ ° V z {f3 U J u ~ W 2 ,o o 'Q . v ~ z W ~ v o n _ ?~ o ~ ° Ill ` ~i ~O 0 ...~ ~N ~IJ7 m H C J W f N W ~ V m QQ w yQ a~ OOOZ 6eyy 8-ll lager ~(do~ aassaappy ~;a ~ , a; ~~:2 . ' , >, ~~ ~ 'Kh N ~ ~i i j ~, n a e e u% . ~ ".'a,. , . ~ ~ ~ a r, N A': ~. n' ~. ... E E ~ ~ ~, a n g ~'~ ~ ... ^ ~ , t~ ~~" i 6 ¢ ~, 3; ~ m . a a ~ Q s ~ s ~ L J - LL _ a ~ ~ „, r ~ ~ m LL ,~ $ t ~ ~. - :~ ~ 8 x g a ~ ~ - ~' ~ ^ ~ ^ s Y g T a ~ a € a ~ ^ g 8 a ~ a : c ~ p ~ ; 8 Thomas Leedy 15720 Comus Road Clarksburg, MD 20871 Telephone (301) 972-2376 Fax: (301) 972-5603 November 13, 2002 In re: Paul D. Leedy; DOD August 19, 2002; SS# 091-26-0086 PA File No. 21-02-0782; File 2002-00782 EIN: 27-6006393. Register of Wills Courthouse 1 Courthouse Square Carlisle, PA 17013-3387 Dear Register: I am the Executor of the Estate of Paul D. Leedy. Enclosed is an Estate check, No 516, in the amount of Fifty-Four Thousand Dollars ($54,000.00) made payable to Register of Wills, Agent, as a prepayment of the PA Inheritance Tax. This check is sent via certified mail, return receipt requested.. Please send the receipt for payment to my attorney, S. Berne Smith, Attorney-at-Law, 107 N. 24th Street, Camp Hill, PA 17011-3602 Thank you for your attention to this matter. Sincerely yours, ~,-v~ Thomas Leedy t/ Enclosure: cc: S. Berne Smith, Attorney for the Estate Timothy C. Waggoner, CPA COMMONWEALTH OF PENNSYLVANIA OEFARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 r1-~5-G REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFlClAL USE ONLY lEV-1500 EX (6-00) FILE NUMBER I- Z W C W 1;3 C DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) Leedy, Paul D DAlE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) 08/19/2002 03/04/1908 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) 21 _ - 20Q1. -.978L__ COUNlY CODE YEAR NUMBER SOCIAL SECURITY NUMBER 091-26-0086 THIS RETURN MUST BE FILED IN DUPLICATE WITIi THE REGISTER OF WILLS SOCIAL SECURllY NUMBER w ... ~:$CI) u""" w"-u :r:OO u "'...I "-'" "- 0( [X] 1. Original Retum D 4. Limited Estate 00 6. Decedent Died Testate (Attach copy 01 WlU) D g. litigation Proceeds Received ... z w a z o .. '" W 0: 0: o U THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE ANO"CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDRESS Thomas F Leedy FIRM NAME (If Applicable) D 2. Sl.IpplementalRetum D 3. Remainder Retum (date or death prior to 12-13-82) o 4a. Future Interest Compromise (dale of death after 12-12-82) [X] 5. Federal Estate Tax Return Required D 7. Decedent Maintained a Living Trust (Attach copy of Trusl) ~ 8. Total Number of Safe Deposit Boxes D 10. Spousal Poverty Credit (d~!~ofdnlh betwun 12-31-91 and 1.1-95) D 11. Election to tax under Sec. 9113(A)(Alt8ChS~hO) 15720 Camus Clarksburg, Road MIl 20871 TELEPHONE NUMBER 301(972-2376 249,050.00 ...., 840,954.00:-: ,,' 0.00 0.00 286,204.00 0,00 OFACIAL USE ONLY :D d (1) VoJ n c~ 1. Real Estate (Schedule A) (11 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) (5) Z 6. JO Owned Property (Schedule F) (6) 0 i= Separate Billing Requested :5 7. Illter-Vlvos Transfers & Miscellaneous Non-Probate Property (7) i= (Schedule G or L) ;;: S. Total Gross Assets (total Lines 1.7) 5 W 9. FUl'leral Expenses & Admll'listratlve Costs (Schedule H) (9) 0:: 10. Debts of Decedent, Mortgage liabilities, & Liens (Schldule I) (10) 11. Total Deductions (total Lines 9 & 10) -='''' ~ i'J o ':) ~ 0.00 :.:;. 9,., 1,376,208,00 (SI 100,907.00 22,353,00 (1'1 123,260.00 1,252,948,00 0,00 (111 12, Net Value of Estate (Line B mInus Line 11) 13. Charitable and Governmenta! Bequests/See 9113 Trusts for which an electIon to tax has not been made (Schedule J) (121 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable atlhe spousal tax 0.00 z rate, or transfers under Sec. 9116 (e){1.2) 0 i= 16. Amount of Line 14 taxable at lineal rate 1,252,948,00 ;: :J 0.00 "- 17. Amoullt of Line 14 taxable at sibling rate :0 0 0.00 U 18. Amount of Line 14 taxable at collateral rate X ;: 19. T.ax Due (141 1,252,948.00 x.OO_(15) 0,00 x .12 (171 56,383.00 0,00 x.04~(16) 20. ~ (19) 0,00 56,383.00 x.1S (16) CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT >> BESURE TO ANSWERALLQUESrloNs ON REI/ERSESIDE AND RECHECK MATH < < 2W46451.000 o d c I t Add ece ent s omDle e ress: S'TREEI ADDRESS 239 N 25th Street CITY \ STATE I ZlP Camo Hi~~ PA 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Une 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 56,383.00 0.00 54,000.00 2,842.11 Total Cred~s (A + B + C) (2) 56.842.11 3. Interest/Penalty if applicable D. Interest E. Penalty 0.00 0.00 Total Interest/Penally (0 + E) (3) 0.00 4. If Line 2 is greater than Line 1 + Line 3. enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 459.11 5. if Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Une 5 + 5A. This is the BALANCE DUE. (5B) . .""'~. . n. ~1"~'<<:"~"" """1"""'~i~~-=,g~~:t~l:~~~~.=~~~':}'i7:.'l~~r~"J"~"" .,,"' ~...'- .,' '~"l'''''"=' ~~~jl~li~~(~{~ti~~~1~UW.lffii~s]~~~~~ij~~~uf~ji~ll~fj!r~j~~i',_~I~,~&Ariiny~~im.il~J~l~i0~til~q~[~f]it~~~i:~,;fj'~~~.t~~~~.~ PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes a. retain the use or income of the property transferred;. . ~ . . . . . . . . . . . . 0 b. retain the right to designate who shall use the property transferred or its income; . D c. retain a reversionary interest: or ........................ D d. receive the promise for life of either payments, benefits or care? . . . . . . . . . D 2. If death occurred after December 12, 1982, dld decedent transfer property within one year of death without receiving adequatE! consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . ., 00 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? D 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ., 0 IZJ 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 01 perjury, I declare that I have eXllmined this return, includinll accompanying sc.heclullls and &tatements. and to the best of my knowledge and belief, it is lnJe, correct limd complete, Declarallon of preparer other than the personal representative la based on all information afwhlch preperer has any knowledge. SIGNATURE OF P N RESPO SIBLE FOR FlUNG RETURN No [Xl [Xl [Xl 00 D 00 EK'~(I:J(r. ~!J..P~ iar~re DATE I\OORESS omus oa C1arksburg, 20871 SlGNAiURE OF PREPARE AOORESS For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72P.5'8 8916 lal 11.1)(i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the netvaJue of transfers to or for the use of the surviving spouse is 0% (72 P.S. S9116 (a) (i.i) (U)] The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse ls the only bet'l~ciary. For dOltes of death on or after July 1, 2000: The tax rate Imposed on the net \lalue 01 transfers from a deceasec chl\d twent~ne years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child Is 0% [72 P.S. !3 9116(a)(1.2)]. The tax rate imposed on the net value of transfers to orforthe use of the decedent's linea! beneficiaries Is 4.5%, except as noted in 72 P.S. 8 9116(1 .2) [72 P.S. 89116(a)(1)J. The tax rate Imposed on the nel value of transfers 10 or for the use of Ihe decedent's siblings is 12.% (72 P.S. S 9116(a)(1.'3)J. A sIbling Is deflned, under Section 9102, as an individual who has at leasl one parent in common with the decedent. whether by blood or adoption. -W46461,OOO c ',._ LAST WILL AND TESTAMENT OF PAUL D. LEEDY I, PAUL D. LEEDY, of Camp Hill, Cumberland County, Pennsylvania, declare this to be my Last Will, hereby revoking any and all prior Wills and Codicils. 1. I give, bequeath and devise all of my estate whatever nature and wherever situate unto my son, THOMAS F. LEEDY, or his issue, per stirpes. 2. Should my son, THOMAS F. LEEDY, predecease me without issue, I give, bequeath and devise all of my estate of whatever nature and wherever situate unto my daughter-in-law, KATt'lRYN O. LEEDY, providing she shall not at that time have remarried. 3. If my said daughter-in-law, KATHRYN O. LEEDY, shall predecease me, or shall have been remarried prior to my death, then, and in either of such events, I give, bequeath and devise all of my estate, of whatever nature and wherever situate, unto the following named charitable institutions, in the respective percentages indicated: a. 10% to The Peace Church located at the juncture of St. Johns Road and Tr indle Road, Mechanicsburg, Pennsylvania, 17055. b. 20% to The Cathedral Church of St. Peter and St. Paul, in the city and diocese of Washington, (The Washington Cathedral), Mt. St. Alban, Washington, D.C., 20016. c. 20% to The American University, Massachusetts and Nebraska Avenues, N.W., Washington, D.C., 20016. 15% to d. Messiah College, Grantham, . Pennsylvania, 17027. e. 10% to The Preachers' Aid society of the Central Pennsylvania Conference of the United Methodist Church, 900 South Arlington Avenue, Harrisburg, pennsylvania, 17109. f. 5% to West Shore Public Library, 30 North 31st Street, Camp Hill, Pennsylvania, 17011. g. 10% to May's Mission for the Handicapped, Heber Springs, Arkansas, 72543. h. 10% to Dickinson College, Carlisle, Pennsylvania, 17013. 4. The aforesaid charitable bequests shall be unre$tricted in purpose, and shall be applied as the respective governing bodies of said institutions shall deem appropriate. 5. In addition to the powers given them by law, my E~ecutor, and his sucCessors, shall have the following powers, appliGable to all property held by them, effective without Court Order and until actual distribution. (a) To retain any property received by them; (b) To sell, lease, or mortgage real estate for any purpose, publicly or privately, for such prices and on such terms as they deem proper, without liability on the third 2 persons dealing with same to see to application Qf the moneys so paid; (C) To compromise controversies; (d) To distribute in cash or kind or both at such valuations as they may fix; and (e) To hold investments in the name of a nominee. 6. I appoint my son, THOMAS F. LEEDY, as the Executor of this will. Should he be unable to act or to continue to 'act in such capacity, I appoint in his stead with the same powers and duties my daughter-in-law, KATHRYN O. LEEDY, and should she be unable to act or to continue to act for whatever reason, I appoint in her stead with the same powers and duties MELLON BANK, or its successor banking institution. I specifically direct tl1at no fiduciary acting hereunder shall be required to enter bond or post security in any jurisdiction for the faithful performance of his or her duties. IN WITNESS WHEREOF, I, PAUL D. LEEDY, do hereunto set my hand and seal to this, my Last Will, typewritten on four (4) sheets of paper including the self-proving ). L.4~ day of attestation clause and signatures of witnesses, this I=V j -M- , 1995. wi t~ed: ., (~~W1 ~{{fL ,~. .- '~': f"o ,..\..~-.~; "\-\'-~~>-\'J" l \1. ~.x ~. -~_ ,.____-'>......!."'-~.... .. .' '-. '-' '-----.-- ( - / . . 't. ._". .=.z:=- _ ( PAUL D. LEEDX-_- ---"-~.__._--_._~._~._'-_._- ". ...----..-. ,_ (SEAL) residing at (It;; C-. I' (6-/} (KJ 0'11) ~ (At C-"-"'-,,~ "~, ~"",,'y~ -- residing at ".i,\,".. residing at 3 COMMONWEALTH OF PENNSYLVANIA COUNTY OF ~~~\~ - - --: .~~ )(~m:;- ~O-:-",~EDyt--tlTe- ~testatol',---- &:~"'^ -:>, ~\ ~ I ~,. , ')I""'~~"" _.~ , and , the witnes3es, whose names are signed to the foregoing instrument, being first duly sworn, each hereby declares to the undersigned authority that the testator signed and executed the instru~nt as his Last will in the presence of the witnesses and that he had signed willingly, and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testator, signed the will as witnesses and that to the best of their knowledge the testator was at the time 'eighteen years of age or older, of sound mind and under no constraint or undue influence. SS: ---- T....TATOR. . -'"" Z. - PAUL D. L -.;"- t. I. :. WITNESS: ~ 6~ \M-'\ ~ _ IL_ <--..-- -- WITNESS: '. 'Y." " -. \~,( . : ,. \.,.". . ..",' -....."'. i ~ \. '-, ; \ ':' \..., ~ "__"~ ~., ::"..l..:l,:& .,-1.:.... \ ",.. ) WITNESS: Subscribed, sworn to and acknowledged before me by PAUL D. LEEDY, the testator, and C::-\l6~~) ~:(~ subscribed and sworn to before \\\,,, r-. ., '" . \\.'x \<::>~;~\'_':' >",.. C \\ \) the wit'nesses, this .:21.t'l, me by and day of R j l.rvY , 1995. ~.{'.-I"'" (/-. <1.':::/7'-0) '..-c, < NotaryCPublic My Commission Expires: Notarial Seal Jacquelyn A. Zettlemoyer, Notary Pub-lic Harrisburg, Dauphin County , My ~ornmission Expires Jan. 29, 1999 J Memcer, Pennsylvania Association 01 Notaries 4 REV-1502EX + ('-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Leedy, l'au1 D SCHEDULE A REAL ESTATE FILE NUMBER 21-2002-0782 All real property owmtd $OIely or as a tenant in common must be reported at fair market value. Fair mark.et value is defined as the price at which property would be exchanged between a willlng buyer and a willing sener, neither being compelled to buy or sell, both having reasonable knowledge oflne relevant facts. Real property which Is jointly.-owned with right of sUlVlvorshlp must be disclosed on Schedule 'F. N~U'BMER DESCRIPTION 1. House and lot - 239 N 25th Street Camp Hill, l'A DaD valued based on sale price. See attached sales agreement VALUE AT DATE OF DEATH 249,050.00 2W46952.000 TOTAL (Also enter on line 1, Recapitulation) (If more space is needed, insert additional sheets of the same size) $ 249 050.00 AGREEMENT OF SALE THIS AGREEMENT made this :3 0 '::b day of April, 2003, BETWEEN Thomas F. Leedy, Executor of the Estate of Paul D. Leedy, deceased, hereinafter called Seller, AND Stephen Burke and Heidi Burke, husband and wife, hereinafter called Buyer, WITNESSETH: 1. Seller hereby agrees to sell and convey to Buyer, who hereby agrees to purchase ALL THAT CERTAIN lot or piece of ground, together with improvements and buildings thereon erected, situate in the Borough of Camp Hill, Cumberland County, Pennsylvania, located at 239 North 25th Street, Camp Hill, PA 17011 and more fully described in Attachment A hereto, for the sum of Two Hundred Forty-Nine Thousand and Fifty Dollars ($249,050.00) which shall be paid to the Seller by the Buyer as follows: Cash at the signing of this Agreement $ 5,000.00. Cash at settlement $244,050.00 TOTAL $249,050.00 for the purchase of the real estate. 2. Settlement shall be made on or before June 30.2003. The said time for settlement and all other limes referred to for the performance of any of the obligations of this Agreement are hereby agreed to be of the essence of this Agreement. 3. The premises are to be conveyed free and clear of all liens, encumbrances, and easements, EXCEPTING HOWEVER, the following: existing building restrictions, ordinances, easements of roads, privileges or rights of public service companies, if any; or easements or restrictions visible upon the ground. Otherwise the title to the above-described real estate shall be good and marketable or such as will be insured by any reputable Title Insurance Company at the regular rates. In the event that Seller is unable to give a good and marketable title or such as will be insured by any reputable Title Company, subject as aforesaid, Buyer shall have the option of taking such title as the Seller can give without abatement of price or of being repaid all monies paid by Buyer and held in escrow on account of the purchase price together y.,;.th such Title Company charges as they may have incurred; and in the latter event there shall be no further liability or obligation on either of the parties hereto and this Agreement shall become null and void. The premium for any special insurance required by Buyer or by any mortgagee against 1 possible mechanics liens shall be paid for by Buyer. If any surveys are necessary or desired, they shall be secured and paid for by the Buyer. Seller covenants and represents that no assessments or notice of assessments for public improvements have been made against the premises which will not be paid in full prior to the time of final settlement. Buyer "vill be responsible for any payment of assessments or notice of assessments made after the date of this Agreement for any public improvement. 4. Possession is to be delivered by special warranty deed, keys and physical possession at day and time of settlement, or by special warranty deed, unless otherwise specified herein. 5. Taxes and sewer rental, ifany, shall be apportioned pro rata as of the day of settlement. All real estate transfer taxes will be divided equally between Buyer and Seller at settlement. 6. Formal tender of an executed deed and purchase money is hereby waived. 7. Deposit monies shall be paid to S. Berne Smith, Esquire, 107 N. 24th Street, Camp Hill, P A, attorney for Seller, who shall retain the same in escrow until consummation or termination of this Agreement as required in accordance with the Act of Assembly of Pennsylvania. 8. All plumbing, heating and lighting fixtures and systems appurtenant thereto, and forming a part thereof, as well as all ranges, laundry tubs, dishwashers, TV antennas, and other permanent fixtures, together with screens, storm sash and/or doors, shades, awnings, venetian blinds, valances, curtain rods or traverse rods, radiator covers, and all trees, shrubbery and plantings now in or on the property, unless specifically excepted in this Agreement, are to become the property of the Buyer and are included in the purchase price of the real estate. None of the above-mentioned items shall be removed by Seller from the premises after the date of this Agreement. Seller hereby warrants that it has good legal title free and clear of any claim and encumbrance to all the articles described in this paragraph. It is further agreed that all fuel oil remaining in the tank at final settlement shall become the property of the Buyer and is included in the purchase price. 9. Risk oflbss to the property and improvements thereon shall be borne by the Seller until the time of settlement. 10. Should the Buyer violate or fail to fulfill and perform any of the terms or conditions of this Agreement, then and in that case all deposits and other sums paid by the Buyer on account of the purchase price, whether required by this Agreement or not, may be retained by the Seller, either on account of the purchase price, or as liquidated damages for such breach, as the Seller may elect, and in the latter event the Seller shall be released from all liability or obligation and this Agreement shall become null and void. 11. It is understood that Buyer has inspected the property and that he has agreed to purchase it as a result of such inspection and not because of or in reliance upon any representation made by Seller 2 or by any agent of Seller and that he has agreed to purchase it in its present condition unless otherwise specified herein. It is further understood that the Seller agrees to maintain the grounds and the improvements and buildings thereon in the same condition as prevails at the time of the signing ofthis Agreement. This Agreement contains the whole Agreement between the Seller and the Buyer and there are no other terms, obligations, covenants, representations, statements or conditions, oral or otherwise of any kind whatsoever concerning this sale. Any changes or additions to this Agreement must be made in writing and executed by the parties hereto. 12. This Agreement shall not be recorded in the Office for the Recording of Deeds or in any other office or place of public record; and if Buyer shall record this Agreement or cause or permit the same to be recorded, Seller may, at its option, elect to treat such Act as a breach of this Agreement. 13. This Agreement shall be binding upon the respective heirs, executors, administrators, successors and, to the extent assignable, on the assigns of the parties hereto, it being expressly understood, however, that the Buyer shall not transfer or assign this Agreement without the written consent of the Seller being first had and obtained. This Agreement is to be construed and interpreted in accordance with the laws of the Commonwealth of Pennsylvania 14. It is expressly understood and agreed between the parties hereto that there is no Realtor involved in the transaction and that no commissions or other payments are, or will be, owed to any real estate agent or broker as a result of this transaction. 15. The descriptive headings, if any, used herein are for convenience only and they are not intended to indicate the matter in the sections which follow them. Accordingly, they shall have no effect whatsoever in determining the rights or obligations of the parties. 16. It is understood and agreed hereto that the Buyer, at Buyer's expense, may obtain a termite inspection report covering the subject premises. In the event termite damage or activity is reported, the cost of complete treatment and/or complete repair shall be borne by the Seller. 17. Becausethis is the sale of a property by the Executor of an estate and as part of the settlement of the Estate, it is understood and agreed that Seller is not required to provide, and is not providing, a seller's disclosure statement. Rather, Buyer acknowledges that they have had full opportunity to inspect the premise and have in fact had a formal property inspection made for them at their expense and are relying on that inspection. report with respect to the condition of the premise. 18. Buyer has had at their expense a home inspection made by a professional engineer, which inspection has raised certain concerns about some conditions of the property which the inspector has recommended be fixed. Although the property is being sold by Seller to Buyer "as is," Seller is not aware of any material defects with respect to the property. Because Buyer has had ample opportunity to inspect the property, including the home inspection referenced above, Seller is making no warranties as to the physical condition of the property. " :) 19. Mortgage Contingency. TIlls sale is contingent upon Buyer securing a commitment for a mortgage loan in the maximum amount of $275,000, with a minimum term of fifteen (IS) years from a responsible lending institution. Buyer agrees to accept the interest rate as may be committed by the mortgage lender, not to exceed a maximum interest rate of 7.5%. Within five (5) days of the execution of this Agreement, Buyer shall make a completed, written mortgage application to a responsible mortgage lending institution. The mortgage commitment date shall be on or before May 20, 2003. IN WITNESS WHEREOF, the individual parties hereto have hereunto set their hands and seals, intending to be legally bound, the day and year first above written. \V1TNESS: SELLER: TIIOMAS F. LEEDY, Executor WITNESS: BUYERS: STEPHEN BURKE HEIDI BURKE t~IP1f l) _ _ ~.~~ ~r--z i? ~ <Y.~c(~ 4 REV.1503 EX + (1.97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE B STOCKS & BONDS Leedy, Paul D FILE NUMBER 21-2002-0782 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER ceSCRJPT!ON VALUE AT DATE OF DEATH 24,642.00 1. Allegheny Cnty PA lOA Rev Ref B 25000BO DTD: 12/01/1998 Mat: 12/01/2029 5.5% 2 Allegheny Co PA lOA Rev Ref B 10000BD DTD: 03/01/1998 Mat: 09/01/2030 5.6% 10,026.00 3 Blackrock PA Strategic Mun Tr COM 1500shs ASE 22,010.00 4 Bucks Co PA IOA En Rev Ref B 50000ED DTO: 03/01/1998 Mat: 03/01/2033 5.6% 50,111.00 5 Dauphin Co PA Gen Auth Health Rev Ref B Systems 20000BD DTD: 06/01/1997 Mat: 05/15/2027 5.5% 20,885.00 6 Lawrence Co PA GOB 25000BO DTD: 02/01/1994 Mat: 08/01/2018 5.0% 25,325. 00 7 Lehigh Co GOB 5000BD DTD: 11/15/1993 Mat: 11/15/2009 5.125% 5,324.00 8 Lehigh Co PA GOB 5000BD DTD: 11/15/1993 Mat: 11/15/2009 5.1255% 5,450.00 9 Lycoming Co PA GOB 10000BO DTD: 06/01/1998 Mat: 11/15/2022 5.0% 10,210.00 10 Meadville PA GOB 30000BD DTD: 10/01/1995 Mat: 10/01/2025 5.25% 30,876.00 11 Mountaintop Area Jt San Auth P sm Rev 50000BD DTD: 08/01/2000 Mat: 12/15/2020 5.5% 53,555.00 12 Northampton Co Hi Ed 75000BD DTD: 12/01/1997 Mat: 11/01/2027 5.0% 76,120.00 13 Nuveen PA Divid Advantage Mun COM 1900shs ASE 29,215.00 14 Nuveen PA Invt Quality Mun Fd COM 1050shs NYSE 16,003.00 Total from conti.nuati.on pages. . . . TotAL (Also enter on line 2, Recapitulation) $ (ff more space is needed, insert additional sheets of the same size) 451,191.00 840,954.00 2W4696S.000 Estate of: Leedy, Paul D Page 2 21-2002-0782 Schedule B -- Stocks & Bonds Description Value at Date of Death Item No. 15 PA Intergovernmental Ref Rev 25000BD DTD: 04/01/1999 Mat: 06/15/2017 5.25% 26,456.00 16 PA St Turnpike Comm Oil Rev 25000BD DTD: 08/01/1998 Mat: 12/01/2016 5.125% 26,549.00 17 PA st Turnpike Comm Regi Rev 10000BD DTD: 07/01/2001 Mat: 07/15/2031 5.0% 9,971.00 18 Phi1a PA Auth Indl Arpt 40000BD DTD: 07/10/2001 Mat: 07/01/2028 5.25% 40,400.00 19 Phil a PA Auth Indl Arpt Rev 10000BD DTD: 07/01/1998 Mat: 07/01/2011 5.25% 10,769.00 20 Phila PA Auth Indl Lease Rev 111000BD DTD: 12/01/2001 Mat: 10/01/2030 5.25% 113,586.00 21 Phila PA Wtr & Wste 40000BD DTD: 10/15/1997 Mat: 08/01/2027 5.1255% 40,392.00 22 Pittsburgh & Allegheny Co PA Hotel Rm 45000BD DTD: 05/01/1999 Mat: 02/01/2035 5.125% 45,128.00 23 Pittsburgh & Allegheny Co PA Sales Tax Rev 10000BD DTD: 05/01/1999 Mat: 02/01/2019 5.0% 10,268.00 24 SELIGMAN PA Mun FD SER CL A 2463.484shs NASDAQ 19,806.00 25 South Fork Mun Auth PA Hosp 15000BD DTD: 08/26/1998 Mat: 07/01/2022 5.375% 15,567.00 26 State Pub Sch B1dg Auth PA Sch Rev 15000BD DTD: 07/15/1998 Mat: 07/15/2008 4.5% 16,146.00 27 Van Kampen Advantage PA Mun Tr 1050shs NYSE 18,286.00 28 Van Kampen PA Quality Mun Tr COM 1525shs NYSE 26,615.00 29 Van Kampen PA Value Mun Income COM 1050shs NYSE 17,730.00 Estate of: Leedy, Paul D Schedule B -- Stocks & Bonds Item No. Description 30 Van l<ampen Tr Invt Grade PA COM 775shs NYSE TOTAL. (Carry fo_rwardJ:" ma:i.n SChed1l1e) Page 3 21-2002-0782 Value at Date of Death 13,522.00 451,191.00 Estate valuation Date of Death ~ Valuation Date; Processing Date: 08/19/2002 08/19/2002 05/06/2003 Estate of: Paul D. Leedy Account: 09 Report Type : Date of Death :Number of securities ~ 30 File rD: Leedy Mean ana/or Div and !nt HighlAsk Low/Bid. Adjustments Accruals Shares or Par Security Descripticn 11 1500 BLACKROCK PA COM AgE 08116/2002 08/20/2002 STRATEGIC MUN TR (09248Rl03) 14.69000 14.57000 H/1 14.59000 14.56000 H/1 2) Di\r: 0.07041 Ex; 08/13/2002 P..ec::: 08/15/2002 pay: 09/03/2002 1900 NUVEEN FA OrVIn ADVANTAGEMUN (67071WID2) COM IISE 08/19/2002 15.35000 15.25000 H/1 31 Div: 0,0765 Ex: 08/13/2002 Rec: 08/15/2002 pay: 09/03/2002 1050 NUVEEN FA INVT QUALITY HUN FD (67097210B) COM NYSE 08/19/2002 15.23000 15.10000 H/1 41 Div: 0.076 Ex: 08/13/2002 Rec: 08/1512002 ~.y: 09/03/2002 2463.484 SELGMNJ PA MUN FD SER 1816342109\ QLTJ:' C1 A NASDAQ 08/19/2002 8.04000 Bid 51 1050 VAN KAMPE.N ADVANTAGE PA MUN TR (920937109) SR BE!': INT NYSE 08/19/2002 17.35000 11.30000 H/1 EI Div: 0.D90S Ex: 08/13/2002 Rec: 08/15/2002 pay: 08130/2002 '1525 VAN KAMPEN PA OlltQ,ITY MUN TI:<. (920924107) CO." NYSE 08/19/2002 1'7.54000 17.19000 H/L Div: D.OB7S Ex: 08113/2002 Rec::: 08115/2002 pay: 08/3012002 11 10S0 VAN KAMPEN PA VALUE MUN INCOME (92112T108) COM NYSE 08/19/2002 16.BOOOO 16.80000 H/L 8) Di7: C.086 Ex: 08/13/2002 Rec: 08/15/2002 Pay: 08/30/2,002 7"75 VAN KAMPEN TF. INVT GRADE PA (9Z0934106) COM NYSE OB/19/2002 17.40000 17.31000 H/L niv: 0.0925 Ex: 08/13/2002 Rec: 08/15/2002 Pay: 08/30/2002 9) 25000 ALLEGEEN'! CNTY PA INDL Dt:.V AU'! REV REF B (Ol729ZTQ6) F'T- Intr, DTn: 12/01/1998 Mat: 12101/2029 5.5% 06/19/2002 97.62400 97.12400 AlE 1nt: 06/01/2002 to OB/19/2002 lC) 10000 ALLEGHENY CNTY PA lN~1 DE\' AU':' RSV REF E (01'1292ST1) FT IntI. r:TD: 03/01/1998 Mat: 09/01/2030 5.6~ 08/19/2002 97.90000 97.40000 A/B Int: 03/01/2002 to 08/l9/2D02 Page 1 14 . 602500 15.300000 15.165000 6.0'0000 17.325000 17.365000 16.800000 17.355000 97.374000 97.65DDDD 105.61 145.35 79.60 95.02 133.44 90.30 71.69 291.92 261.33 security Value 21,903,75 29.010,00 15,923,25 19,806.n 16,191,25 26,48:.62 1/,640.00 13,450,13 24,343,SO 9,765.00 Th:s report v,as produced v.'ith EstateVal, a product of Estate Valuations & Pricing Systerr,s, Inc, If vou have questions, please contact EVP Systems at (818) 313-6300 or wv,Tv,',eVpsys,conL. (Revision 7.0.1)- Date of Death: Valuation Date: Processing Date: 08/19/2002 08/19/2002 05/06/2003 Shares or Par Security Description Low/Bid Mean and/or oiv and lnt Security Adjustments Accruals Value High/Ask 11) 60000 BUCKS CNTY FA INDL DEV AUTH EN REV REF B (118 615AD5) FT Intr. OTO: 03/01/1998 Mat: 03/01/2033 5.6% 08/19/2002 97.82100 97.32100 AlE Int: 03/01/2002 to 08/19/2002 12) 20000 DAUPHIN CNTY FA GEN AUTH HEF...LT REV REF B (23825EAS3) FT Intr. DTD: 06/01/1997 Mat: 05/15/2027 5.5% 08/19/2002 103.11700 102.86700 AlE Int: 05/15/2002 to 08/19/2002 13) 25000 LAWRENCE CNTY FA G.O. BDS (519804DQ8) FT lntr. DTD: 02/01/1994 Mat: 08/01/2018 5% 08/19/2002 101.08400 101.01000 AlE Int: 08/01/2002 to 08/19/2002 14) 5000 LEHIGH CNTY FA G.D. REF (524786TNO) FT lntr. DTD: 11/15/1993 Mat: 11/15/2009 5.125% 08/19/2002 105.18900 105.10000 A/B Int: 05/15/2002 to 08/19/2002 15) 5000 LEHIGH CNTY FA G.O. REF (524786TG5) FT lntr. DTD: 11/15/1993 Mat: 11/15/2009 5.125% 06/19/2002 107.66800 107.66800 A/B Int:05/15/20D2 to D8/19/2002 16) 10000 LYCDMlNG CNTY PA G.O. REF (SSD799KC3) FT Int.r. DTD: 06/01/1998 Mat: 11/15/2022 5% 08/19/2002 100.91600 100.66600 A/E Tnt: 05/lS/2002 to 08/19/2002 17) 30000 MEADVILLE PA G.O. 80S (583257DQO) F'I Intr. DTD: 10/01/1995 Mat: 10/01/2025 5.25% 08/19/2002 100.96400 100.84900 A/E Int: 04/01/2002 to 08/19/2002 18) 50000 MOUNTAINTOP AREA JT SAN AUTH F SWR REV B (624543CU6) FT Intr. DTD: 08/01/2000 Mat: 12/15/2020 5.5% 06/19/2002 106.27800 106.02800 A/B lnt: 06/15/2002 to 08/19/2002 19) 75000 NORTHAMPTON CNTY FA HIGHER ED REV BDS (663540GDO) FT Int!. DTD: 12/01/1997 Mat: 11/01/2027 5% 08/'9/2002 100.11800 99.86800 AlE In:: 05/01/2002 to 08/19/2002 20) 25000 PENNSYLVANIA INTERGOVERNMENTAL REF REV E (708840GF4: OTe DTD: 04/01/1999 Mat: 06/15/2017 5.25% 08/19/2002 105.01600 104.76600 A/E Int: 06/15/2002 to 08/19/2002 Page 2 91.571000 102.992000 101.047000 105.144S00 107.668000 100.791000 100.906500 106.153000 99.993000 104.891000 Estate of: Paul D. Leedy Account: 09 Report Type: Date of Death Number of Securities: 30 File ID: Leedy 1,568.00 281.22 62.50 66..91 66.91 130.56 603.75 488.89 1,125.DO 233.33 58,542.60 20/598.40 25,261.75 5,257.23 5/383.40 10/079.10 30,271.95 53/076.50 74,994.75 26/222.75 This =eport ,,'as ~rod1.J.:::ed with EstateVal, a product of Estate Valua~ions & Pdcing Systems, Inc. If VOll have q'..lesti::ms, please contact EV? Systems 2.t (818) 313-6308 or wwlto'.evpsys.com. (Revision 7.0.1)" Date of Death: Valuation Date: Processing Date: 08/19/2002 08/19/2002 05/06/2003 Shares or Par security Description High/Ask Low/Bid 11) 60000 BUCKS CNTY PA INOL DEV AUTH EN REV REF B (118 615~.D51 FT Intr. DTD: 03/01/1998 Mat: 03/01/2033 5.6% 08/19/2002 97.82100 97.32100 A/B Int: 03/01/2002 to 08/19/2002 12) 20000 DAUPHIN CNTY PA GEN AUTE HEALT REV REF B (23825EAS3) FT Intr. DTD: 06/01/1997 Mat: 05/15/2027 5.5% 08/19/2002 103.11700 102.86700 A/B Int: 05/15/2002 to 08/19/2002 13) 25000 LAi'.'RENCE CNTYPA G.O. BD5(5198040Q8) FT Intr. DTD: 02/01/1994 Mat: 08/01/2018 5% 08/19/2002 101.08400 101.01000 A/B Int: 08/01/2002 to 08/19/2002 141 5000 LEHIGH CNTY FA G.D. REF (524786TNOI FT Intr. DTD: 11/15/1993 Mat: 11/15/2009 5.125% 08/19/2002 105.18900 105.10000 A/E Int: 05/15/2002 to 08/19/2002 15) 5000 LEHIGH CNTY FA G.O. REF (524786TG5) FT Intr; DTD: 11/15/1993 Mat: 11/15/2009 5.125% 08/19/2002 107.66800 107.66800 A/E Int:05/15/2002 to 08/19/2002 16) 10000 LYCOMING CNTY PA G.O. REF (550799KC3) FT Intr. DTD: 06/01/1998 Mat: 11/15/2022 5% 08/19/2002 100.91600 100.66600 A/E Int: 05/15/2002 to 08/19/2002 17) 30000 M&~VI11E PA G.O. BDS (5832570QO) FT Intr. DTD: 10/01/1995 Mat: 10/01/2025 5.25% 08/19/2002 100.96400 100.84900 A/E Int: 04/01/2002 to 08/19/2002 18) 50000 MOUNTAINTOP AREA JT SAN AUTH P S~'"R RE\r B (624543CU6) IT Intr. DTD: 08/01/2000 Mat: 12/15/2020 5.5% 08/19/2002 106.27800 106.02800 A/E Int: 06/15/2002 to 08/19/2002 19) 75000 NORTHAMPTON CNTY PA HIGHER ED REV EDS (663540GUO) FT Intr. DTD: 12/01/1997 Mat: 11/01/2027 5% 08/19/2002 100.11800 99.86800 A/E Int: 05/01/2002 to 08/19/2002 20) 25000 PENNSYLVJL~IA INT8RGOVERNMENTAL REF REV E (708840GF4) OTC D'!D: 04/01/1999 Mat: OE/15/2017 5.25% 08/19/2002 105.01600 104.76600 AlE Int: 06/15/2002 to 08/19/2002 Page 2 Estate of: Paul D. Leedy Account: 09 Report Type: Date of Death Number of Securities: 30 File 1D: Leedy Mean and/or Div and Int Security Adjustments Accruals Value 91.511000 102.992000 101.047000 105.14 4500 107.668000 10C. ') 91000 10C.906500 106.153000 99.993000 104.891000 1,568.00 281.22 62.50 66.91 66.91 130.56 603.75 488.89 1,125.00 233.33 58,542.60 20,598.40 25,261.75 5,257.23 5,383.40 10,079.10 30,271.95 53,076.50 74,994.75 26,222.75 This report ""203 produ::eci with Est2teVal, a product of Estate Valuations {; Pricing Systems, Inc. If vau :J.ave q:lestions, pleas€: contact EVP Systems at (BIB) 313-6308- or www.evpsys.com. (Revision 7.0.1)- Date of Death: 08/19/2002 Estate of: Paul D. Leedy Valuation Date: 08/19/2002 Account: 09 Processing Date: 05/06/2003 Report Type: Date of Death Number of Securities: 30 File 10: L€edy Shares Security Mean and/or Div and Int Securi ty or Par Description High/Ask LoW/Bid Adjustments Accruals Value 211 10000 PENNSYLVANIA ST TPK COMMN REG! REV BDS (709222BAOI FT Intr. DTD: 07/01/2001 Mat: 07/15/2031 5% 08/19/2002 99.36400 99.11400 A/B 99.239000 9,923.90 Int: 07-/15/2002 to 08/19/2002 47.22 221 25000 PENNSYLVANIA 5T TPK COMMN OIL REV BDS (7092210391 FT Intr. DTD: 08/01/1998 Mat: 12/0112016 5.125% 08/19/2002 105.21000 104. 96000 AlE 105.085000 26,271.25 Int: 06/01/2002 to 08/19/2002 277.60 231 110000 PHILADELPBIA PA AUTH FOR. INDL L~~SE REV (71781QB86) FT Intr. DTD: 12/01/2001 Mat: 10/01/2030 5.25% 08/19/2002 101.37200 101.12200 A/E 101.247000 111,371.70 Int: 04/01/2002 to 08/19/2002 2,213.75 24) 40000 PHILADELPHIA PA AUTH FOR INDL ARPT REV (71781ECZ6l FT Intr. DID: 07/10/2001 Mat: 07/01/2028 5.25% 08/19/2002 100.42400 100.17400 A/E 100.299000 40,119.60 Int: 07/01/2002 to 08/19/2002 280.00 251 10000 PHILADELPHIA PA AUTH FOR INDL ARPT REV 171781EJ\N51 FT Intr. DTD:07/01/1998 Mat: 07/01/2011 5.25% 08!l9/2002 107.11300 106.86300 A/E 106.988000 10,698.80 Int: 07/01/2002 to 08/19/2002 70.00 261 40000 PH!1ADELPH:A PA WTR & WASTEWTR REV BDS (717893KNO) FT Intr. OTD: 10/15/1997 Mat: 08/01/2027 5.125% 08/19/2002 100.84700 100.59700 A/B 100.722000 40,28&,80 Int: 08/01/2002 to 08/19/2002 102.50 27) 4.5000 PITTSBURGH & ALLEGHENY CNTY PA HOTEL RM (7247E7AS5) FT Intr. DTD: 05/01/1999 Mat: 02l01/2D35 5.125% 08/19/2002 100.1540C 99.90400 AlE 100.029000 4.5,013.05 Int: 08/01/2002 to 08/19/2002 115.31 28) 10000 PITTSBURGH & ALLEGHENY CNTY FA SALES TAX (72478PAM8) FT Intr. DTD: 05/01/1999 Mat: 02/01/2019 5% 06/19/2002 102.55800 102.30800 A/B 102.433000 10,243.30 Int: 06/01/2002 to 08/19/2002 25.00 29) 15000 SOUTH FORK MUN AUTE PA HOSP RE REV BOS (E3786DEL7) FT Intr. OTD: 08/26/1998 Mat: 07/01/2022 5.375% 08/19/2002 103.18600 102.93600 A/B 103.061000 15,459.15 Int: 07/01/2002 to 08/19/2002 107.50 30) 15000 STATE PUE SCB BLDG AUTH PA SeE SCH REV E (8573214WO) OTe DTD: 07/15/3.998 Mat: 07/15/2008 4..5% 08/19/2002 107.33600 107.08600 AlE 107.211000 16,082.65 Int: 07/15/2002 to OB/19/2002 63.75 Page 3 Th.:.o5 repo::-t "i;;.S prOduced \\:ith EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If vou have questions, please contact EVP Systems at (SlB} 313-E300 D!' \>,'W,,'.E'V"PsYS.C::lttL. (Reo,oio5ion 7.0.1). \ Date of Death: Valuation Date: Processing Date: 08/19/2002 08/19/2002 05/06/2003 Estate of: Paul D. 'Leedy Account: 09 Report Type: Date of Death Number of Securities: 3D File 1D: Leedy Total Value Total Accrual Total $840,950.70 $831,734.54 $9,216.16 Page ~ TJ-.is report \>"25 produced Hit]"} EstateVal, 2. product of Estate Valuations" Pricing Systems, Inc. If you have ques~iom, please contact EVF Systems a:. 1819) 313-6300 or wwv.',evpsys.com. (Re'\'isio:1 7.0.1) REV.1508 EX + (1-97) COMMON'vVEAL. TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Leedy, Paul D FILE NUMBER 21-2002-0782 Include the proceeds of litigation and the date the proceedS 'MIre received by the estate, All property jolntly-owned with the right of sUr\llvorahlp must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION 1, American Express Travelers Checks VALUE AT DATE OF DEATH 2,790.00 2 Citizens Bank - checking Account number 610061-570-7 19,897.00 3 Currency on hand See attached appraisal by 0 & S Coins 1,106.00 4 M&T Bank - Checking Account number 3440026700 17,006.00 5 Raymond James & Assoa-Money Market Account # 50269289 7,677.00 6 SunTrust Bank - personal checking Account number 002327725 22,470.00 7 1996 Acura Integra LS Sedan 40 with 63800 miles. based on Kelly Blue Book trade-in value of $4850. attached trade-in report. 000 value See 4,850.00 8 2001 1040 Tax Refund 2,864.00 9 Chase Credi t Card 2.00 10 Copyright Value - Pearson Educat~on Account number C00093856 See attached valuation report 93,500.00 11 DialAmerica Marketing 18.00 12 Household goods & furni ture See attached appraisal report by Cordier Antiques and Fine Arts adjusted for subsequent sales. Appraised value of items sold @ $24300 less sales value of items sold @ $12030 equals appraisal adjustment of $12270. Total appraisal value @ $93600 less adjustment value @ 12270 equals net appraisal value of $81330. 81,330.00 13 Miscellaneous Publications Refunds 60.00 14 State Farm Insurance - Insurance proceeds for 2001 auto accident 3,058.00 2W46AD2.000 TOTA\..IAIso enter on line 5 Recsoitulatlon) $ (ff more space is needed, insert additional sheets of the same size) 29,576.00 286,204.00 Total from continuation pages. . . . Estate of: Leedy, Paul D Schedule E -- Cash, Bank Deposits , ~sc. Personal Property Page 2 21-2002-0782 Item No. Desoription Value at Date of Death 15 Pearson Education - Royalty payment for the period 1/1/2002 to 6/30/2002 payable 9/30/2002 29,576.00 TOTAL. (Carry forward to main schedule) . . 29,576.00 r fJ ('i ~ t:a ~ (/) t ~ ( . C.Olr1 Ifr;~y"c:us.d-D & S COINS 224 FOURTH STREET NEW CUMBERLAND, PA. 17070 (717) 774.4182 Customer's q !J Order No. DATE 7 SOLOTO:2~ ~{kt 14~'1 ' ADDRESS 0'2.--' ~- SALESMAN TERMS CASH CHARGE C.O.D. PAlO OUT RETD. MD$E. RECD. ON ACCL QUAN. DESCRIPTION PRICE AMOUNT 7S -32d z.-?.-d - /I~ - / . ALL Claims and Return SIGNATURE ~M&rBank Manufacturers and Traders Trust Company 1100 Wehrle Drive, PO Box 767. Buffalo. NY 14240-0767 November 12,2002 RE: Estate Search The Estate of: Date of Death (D.a.D.) PAUL D LEEDY 8/19/2002 To Whom It May Concern: Identified below is the account information requested. M&T Bank accounts in which the decedent's name appears: Account Account Number Account Title Opening Branch D.O.D. Accrued Interest Type Balances (Includes Accr. Int.) CHK 3440026700 PAUL D LEEDY MD 4350 $17,006.58 $.35 OPENED 8/92 IRENE LEEDY 2. Loans, Mortgages, or other obligatlons titled in the decedent's name Account Number Amount Owed Account Description NO Safe Deposit Box titled in the Decedent's name existed at our office. If you have any questions about the infonnation provided, please contact our Records Department at (716) 635-40 I 0 or ! -800-724- "440 outside of the Buffalo. NY calling area. Thank you. Sincerely, M&T BANK CORPORATION BY Y;; a A ~;,~ ~....d ~^ Authorized Signature nATE: ( I - I L - U '?,- r ,J "- ~ ~ 'Y ( l- i" IN .. ::;:;"';\ t co '" .-J '=f t-' 0 ~ v" X w ..l "" ---.., '-"\ : f r '^' 0 ,( r "<> ~~~ ') rv " :x ~ -'- w 'I ~ '\ '" -" D<:l J )v w ---.J \I --- fl <oJ: -'" t ,:", --J ---!:.. ..j) \ Q bWdW:39i:Jd <:22, 90S .uL: 01 ,~~ ,..C.'." ~~::;; ~,.,:'~,'~,..,.,:f..:l:;:E:f:!~~,:::~~; '"'''' if to.) f? '~~:: :::;':".o:~:;:, 2 (.::l 8,.,. 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". ... .... ;; 53Wi:Jf ONOWAi:Jd:WOdj bb:" <:B-L0-Ai:JW ~ ~ ~o !l--8 " D " .. .. -, - ~ .. .. -- -- V> ;:; ... .. c '" .. .. '" -- .11'" ~ '" .. - !. .. n ~ " " :l .. .. ". 'd c:> d -<. t Sent Sy: HP LaserJet 3100; nf-'r" C::l U.;::f 1 L: ~l:::i~ APP-2S-/0Q3 09;20 717 7376783; Thomas Leedtt Apr-25-03 12:10PM; Page 2/2 1-301-972-5603 pol Gf"PI1"NTlJk~1 BRAt<CH lRJ 210 8017 P.Q2 .!I)I'ITru:l18i1r:Ic, G~at.t, Wuhin~loo Mad C~ CS.CMD 601' P.O Ar;-ll: ~01g7 6~I'1.id3, MO 2OB14.01;17 Tel (JO') 23.0e033 M. Zill AJoam Mtlr".lI.Q!3f G2,mllfflClwn OfllCO 717- 131-1,.7f?3. Apnl 22, 1.003 S. Berne Smith. Esquire ] 07 N0l1h 24~ Street Camp Hill, PA 17011-3602 Dear Mr. ~milh: Thank you for your letter requesting information on acCOll11t. held ;nlhe name of Mr. Paul D. Leedy, dec"""ed. J appreciate Ihe opportUnity 10 resp')nd. According ~o Our record., there was oaly one accoUl)t held for Mr. Leedy at SonTru!;I, and he h.d no safe deposit bOl(o Information regarding Mr.!.-eedy's account at the date of hi, death On """gust \9,2002, as reque,ted in your lttter, follows: I Accoun! number and type.of account --- .._._.. o0232In~: Inlerest Checking Princical balance em date of death $22,470. J 8 _. .-".,- Accrued intere~1 computed 10 date of $ 00.49 death To"'l balance ofprincip.l and $22,47Q.67 ~l'1Jed interest at dEne of death ~-,.- Names on aceount at da!l: of dea~._ Paul p. :md Irene. F, Leedy'. Lte the llCeOunl opened January 14,1988; opeMd.$' ioint 8.CCOUItt ~ ! ~ Mr. Smith. please feel free 10 contact me by '^'Titing 10 the addrcss on lhi~ letterhead Or call me at (JOI) 230-8033 ;fyou have any question, or need further a>siSlullce. r am happy 10 help you. Sim.:erdy, Mc::ltlb~t FOte TOT'lL P.!'J2 ESTATE OF PAUL D. LEEDY COPYRIGHT V ALUA TION Paul D. Leedy authored two college text books during his lifetime. The author's works were titled Practical Research: Planning and Design and How to Read and Understand Research. At his death, the Paul D. Leedy and Ormrod, Inc. (the Author and a co-author) had a publishing agreement with Pearson Education, Inc. (the Publisher) publishing as Prentice-Hall, Inc. The Author Agreement, see attached, between the parties provided for royalties to be based on 15% of net cash received by the Publisher on sales of the Author's work - Practical Research, Seventh Edition. As provided in the Author Agreement, all royalties and any other sums payable to the Author would be paid to the Author as follows: . On the Seventh Edition: 75% to Paul D. Leedy and 25% to Ormrod, Inc. . On the Eighth Edition: 50% to Paul D. Leedy and 50% to Ormrod, Inc. . On the Ninth Edition: 25% to Paul D. Leedy and 75% to Ormrod, Inc. . On the Tenth Edition: 0% to Paul D. Leedy and 100% to Ormrod, Inc. In determining a value for the copyright, the method used calls for determining the present value of future earnings stream from royalties. With regards to the second text book How to Read and Understand Research, this text book is out of print and no longer being published. Revenue per year from this text book is less than $100 per year and is considered immaterial for this valuation. Accordingly, the following factors and assumptions were considered: 1. The existing royalty agreement was reviewed and analyzed. 2. Historical sales of the publication and associated royalty payments were reviewed and analyzed for Editions 5 and 6, covering a period from November 1992 through June 2000. 3. Total net unit sold were averaged for Editions 5 and 6. 4. The anticipated royalty income was projected for Editions 7, 8 and 9 based on average net units sold for Editions 5 and 6. 5. The average sale price per net unit sold to date for Edition 7 was used in pricing the estimated future remaining units unsold. 6. The present value of the future projected royalty stream was calculated using an appropriate discount rate. 7. The risks involved for this type of publication were considered in determining the appropriate discount factor. The supporting schedules and computations for the future royalty stream are on pages 3 through 7 of this report. It is projected that the future royalty stream remaining for Edition 7 and all of Editions 8 and 9 will total $169,952. However, there are many contingencies which probably cannot be foreseen at the time of the valuation, and as Page 1 of6 such, the valuation of a copyright for estate tax purposes is an inexact science. It is for this very reason that a risk factor must be used in the valuation process. Justification for a Valuation Discount of 45% of Future Sales for Practical Research by Paul D. Leedy. Paul D. Leedy authored a college text book Practical Research: Planning and Design (Prentice Hall College Division, # ISBN: 0139603603). The book went through seven editions when the author passed away in August 2002. A 45% discount of future revenue stream for this copyright is justified because of the following reason: .:. Since the original author is no longer living, there is no guarantee that the text will go to future editions. The seventh edition of the text has a co-author (Jeanne Ellis Ormrod) trading as Ormrod, Inc.; however, it is unclear if the co-author will seek additional revisions of the book or if her talents will be diverted to some more fruitful project. At present, we have no documents that state that the book will be taken to future editions. .:. The subject matter contained in the text is quickly becoming outdated. The topic of Practical Research deals with teaching students basic research methodology and scientific method. However, the book deals with the use of libraries, various printed catalogs, and traditional information sources in printed form. Modern research makes use of computer methods and the information on the Internet for rapid accession of information. Although some attempt was made to address these methods, the focus of the text is not on modern research methods. .:. Competition from newer texts will quickly displace Practical Research. The subject of how to perform research is rapidly evolving from libraries and books to on-line methods. A brief survey of textbooks suitable for college-level study show that at least 30 books deal with the subject of finding and organizing information using multiple sources; most of these make extensive reference to on- line methods. Examples include: Find it Online: The Complete Guide to Online Research, by Alan M. Schlein; Researching Online for Dummies, by Reva Basch; Doing Internet Research: Critical Issues and Methodsfor Examining the Net, by Steve Jones; Marketing Research: The Impact of the Internet by Carl McDaniel; etc. It is believed that the new texts on research methods will quickly replace the older books on the subject. As a result of the high degree of uncertainty for the above reasons, a discount of 45% has been applied against the present value ofthe projected earnings remaining for all editions. The current value of this copyright after applying the 45% discount and rounded to the nearest hundred is ninety-three thousand five hundred dollars. Current Value of Copyright $93,500 Page l.of 6 Estate of Paul D. Leedy Copyrigbt Projeetion August 19,2002 HISTORY OF EDITiONS 5 6 Average of Editions 5 & 6 Edition 7 Royalty Periods 1 - 4 6/30/2002 Estimated Remaining U nits Unsold Edition 7 Net Units Sold US Regular Canada Export All Other Total Net Units Sold Title Description: Edition: Copyrigbt Year: Publication Date: Edition: Copyrigbt Year: Publication Date: Edition: Copyrigbt Year: Publication Date: Payor: Address: City, State & Zip Periods 1 2 3 4 5 6 7 8 36,236 593 6,828 133 43,790 34,779 620 7,230 98 42,727 35,508 607 7,029 116 43,259 27,550 403 6,146 141 34,240 PRACTiCAL RESEARCH PLANNiNG AND DESIGN 00005 1993 11/1/1992 00006 1997 11/1/1996 00007 2001 6/1/2000 Pearson Royalty ServIce 240 Frisch Court Paramus, NJ 07652 Royalty Accounting Periods 1/1 to 6/30 Year - 1 7/1 to 12/31 Year - 1 1/1 to 6/30 Year - 2 7/1 to 12/31 Year-2 111 106/30 Year-3 7/1 to 12/31 Year - 3 1/1 to 6/30 Year - 4 7/1 to 12/31 Year-4 Page 3 of6 Payment Dates 9/30 Year-1 3/31 Year - 2 9/30 Year - 2 3/31 Year-3 9/30 Year - 3 3/31 Year - 4 9/30 Year - 4 3/31 Year- 5 7,958 204 883 (26) 9,019 Estimated Collection % 30% 30% 18% 9% 6% 3% 2% 2% ~ Estate of Paul D. Leedy Copyright Valuation Angust 19,2002 EDITION 7** Units Net Rev Rate Share Royalty AvPr Royalty Earnings US Regular 27,550 1,118,444.00 15.000% 75.00% 125,824.95 40.60 Canada 403 16,228.53 10.000% 75.00% 1,217.14 40.27 Export 6,146 116,384.67 10.000% 75.00% 8,728.85 18.94 All Other 141 6,669.87 5.000% 75.00% 250.12 47.30 Total Royalty Earnings 136,021.06 Subsidiary Rights Permissions 207,07 50.000% 75.00% 77.65 Total Earnings for this Edition 34.240 1.257.934.13 136,098.71 . · For periods 1 thru 4 (1/1/2002 thru 6/30/2002) EDITION 6** Units Net Rev Rate Share Royalty AvPr Royalty Earnings US Regular 34,779 1,649,907.95 13.333% 75.00% 164,986.67 47.44 Canada 620 28,722.84 7.500% 75.00% 1,615.66 46.33 Export 7,230 205,420.44 7.500% 75.00% 11,554.90 28.41 All Other 98 5,538.67 5.000% 75.00% 207.70 56.52 Total Royalty Earnings 178,364.93 Subsidiary Righrs Permissions 1.240.13 50.000% 75.00% 465.05 Total Earnings for this Edition 42 727 1 890 810 04 178,829.98 . . Earning thru royalty period end 613012002 EDITION 5" Units Net Rev Rate Share Royalty AvPr Royalty Earnings US Regular 36,236 1,005,189.60 10.000% 75.00% 75,389.22 27.74 Canada 593 14,058.84 7.500% 75.00% 790.81 23.71 Export 6,828 157,240.80 5.000% 75.00% 5,896.53 23.03 All Other 133 3,193.60 5.000% 75.00% 119.76 24,01 Total Royalty Earnings 82,196.32 Subsidiary Rights Permissions 2,725.95 50.000% 75.00% 1,022.23 Total Earnings for this Edition 43 790 1 182408.79 83,218.55 . . Earning thru royalty period end 6/30/2002 .. Source ofinformation: Pearson Royalty Service, Royalty Period End 6/30/2002 Page 4 of6 Estate of Paul D. Leedy Copyright Valuation August 19, 2002 EDITION 7 PROJECTION Units Net Rev Rate Share Royalty AvPr Royalty Earnings US Regular 7,958 319,331.78 15.000% 75.00% 35,925 40.13 Canada 204 5,429.55 10.000% 75.00% 407 26.68 Export 883 10,779.21 10.000% 75.00% 808 12.21 All Other (26) (384.78) 5.000% 75.00% (14) 15.09 Total Royalty Earnings 37,126 Subsidiary Rights Permissions 1.800.00 50.000% 75.00% 675 - Total Projected Earnings Remaining for this Edition 9.019 336.955.76 37,801 . . Based on remaining unso ld units (see page 3) EDITION 8 PROJECTION Units Net Rev Rate Share Royalty AvPr Royalty Earnings US Regular 35,508 1,424,903.94 15.000% 50.00% 106,868 40.13 Canada 607 16,181.91 10.000% 50.00% 809 26.68 Export 7,029 85,806.42 10.000% 50.00% 4,290 12.21 All Other 116 1,742.81 5.000% 50.00% 44 15.09 Total Royalty Earnings 112,011 Subsidiary Rights Permissions 1.800.00 50.000% 50.00% 450 Total Projected Earnings Remaining for this Edition 43.259 1.530.435.08 112,461 . · Based on remaining unsold units (see page 3) EDITION 9 PROJECTION Units Net Rev Rate Share Royalty AvPr Royalty Earnings US Regular 35,508 1,424,903.94 15.000% 25.00% 53,434 40.13 Canada 607 16,181.91 10.000% 25.00% 405 26.68 Export 7,029 85,806.42 10.000% 25.00% 2,145 12.21 All Other 116 1,742.81 5.000% 25.00% 22 15.09 Total Royalty Earnings 56,005 Subsidiary Rights Permissions 1.800.00 50.000% 25.00% 225 - Total Projected Earnings Remaining for this Edition 43.259 1.530.435.08 56,230 . . Based on remaining unsold units (see page 3) Page 5 of6 Estate of Paul D. Leedy Copyright Projection August 19, 2002 Edition: 00007 Copyright Year: 2001 Publication natc: 6/1/2000 Total Projected Earnings Remaining for this Editionfor period" thru 8 Periods I 2 3 4 5 6 7 8 Royalty Accounting Periods Paymedt Dates 711 to 12/31 2000 3/31 2001 1/1 to 6/30 2001 9/30 2001 7/1 to 12131 2001 3/31 2002 1/1 to 6/30 2002 9/30 2002 7/1 to 12/31 2002 3/31 2003 1/1 to 6/30 2003 9/30 2003 711 to 12131 2003 3/31 2004 1/1 to 6/30 2004 9/30 2004 Edition: 00008 Copyright Year: 2005 Estimated Publication Date: 6/112004 Estimated Total Projected Earnings Remaining for this Edition for period 1 thru 8 Periods I 2 3 4 5 6 7 8 Royalty Accounting Periods Payment Dates 7/1 to 12131 2004 3/312005 1/1 to 6/30 2005 9/30 2005 7/1 to 12/31 2005 31312006 1/1 to 6/30 2006 9130 2006 711 to 12/31 2006 31312007 1/1 to 6/30 2007 9/30 2007 711 to 12131 2007 31312008 1/1 to 6/30 2008 9/30 2008 Edition: 00009 Copyright Year: 2009 Estimated Publication Date: 61112008 Estimated Total Projected Earnings Remaining/or this Edition/or period 1 thru 8 Periods 1 2 3 4 5 6 7 8 Royalty Accounting Periods Payment Dates 711 to 12/31 2008 3/31 2009 1/1 to 6/30 2009 9/30 2009 711 to 12/31 2009 3/31 2010 1/1 to 6/30 2010 9/30 2010 711 to 12/31 2010 3/3120ll 1/1 to 6/30 20ll 9/30 20ll 711 to 12/31 20ll 3/312012 1/1 to 6/30 2012 9/30 2012 Present Value of Total Projected Earnings Remaining for All Editions calculated at 5% before risk factor Page 6 of6 Estimated Collection % 0% 0% 0% 0% 6% 3% 2% 2% 13% Estimated Collection % 30% 30% 18% 9% 6% 3% 2% 2% ~ Estimated Collection % 30% 30% 18% 9% 6% 3% 2% lli 100% $ 37,801 Allocation 17,447 8,723 5,816 5,816 37,801 $ ll2,461 Allocation 33,738 33,738 20,243 10,121 6,748 3,374 2,249 2,249 ll2,461 $ 56,230 Allocation 16,869 16,869 10,121 5,061 3,374 1,687 1,125 1,125 56,230 Present Value as of Date of Death $35,788 Present Value as of Date of Death $95,126 Present Value as of Date of Death $39,038 ~16q.952 ,\u thoJ~ (\(jJ~~:€m~:1l (, Paul Leedv and Ormrod. Inc. AN AGREEMENT made between (the" Author"), a citizen of U.S.A. whose home address is Ormrod. 1nc./2324 21st Avenue/Greelev. CO 80631 Leedv/239 N. 25th Street/Camo Hill. PA 17011 and PRENTICE-HALL. INC. (the "Publisher") with offices at One Lake Street. Upper Saddle River, New Jersey 07458 on Sentember 10 (,rf/1/f (If Righ/\ 1),"'1'(""\' o(M(/11!f,\/",-ipt !?o\O{ric,\ I'cl\//If'f1/\ f-.Hti,"(' 11grrrml'"r .19R. 1111 i\I"lIlll~ :\"IDIIII'.I'\'IlII<.;IWR /\(;HI'j-"""- I. The Author will prepare for publication a work on. 'Pr:H.t-i,..nl 'Dooo~T',..h~ Qouont-h F.,.Ht-;nn (the "Work"). The Author grants this Work and assigns solely and exclusively to the Puhlisher all rights in the Work throughout the world, in all languages for the full term of copyright and all renewals and extensions thereof. 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P"'-WiS;Il/1.1i 1\;",'11/1'1111/1.1: \f,lflll(II,/i{//' ( "'Hll'e' rill!~ /''';';;1'0'0/1.1 \mol,il1,"I/\ '{Old \\;111, 1\ f,'I/I"/ltf/I>f1, /i. in ),II'I! .\/flh,'!,,, l-./('c",.t!!1;C l'f'r.~il1ns J When the Publisher decides thai Ihe public demand for the Work no longer WHrrants its continued publication, the Publisher may discontinue or suspend publication, and destroy any or all film, books, sheets or other forms of Ihe Work witbout liability to the Author. Hnd without pre.iudice to any lice",e or other arrangement. (,_ During the term of this Agreement the Author will not agree to publish or furnish to any other publisher any work on the same subject wbicb, in tbe Publisber's judgment, will conflict or interfere with the sale of the Work. I.. 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As used herein. the term "electronic versions" shan mean any and an methods of copying. recording, storage. retrieval. or delivery of all or any portion of the Work. alone or in combination with other works. including in any multimedia work or electronic book: by any means now known or hereafter devised. including. without limitation. by electronic or electromagnetic means, or by analog or digital signal: whether in sequential or non-sequential order. on any and all physical media. now known or hereafter devised including, without limitation. magnetic tape. floppy disks, CD-I, CD-ROM. laser disk. optical disk. fe card or cbip. and any other human or machine readabfe medium, whether or nol permanently affixed in such media~ and the broadcast and/or transmission tbereof by any and all means now known or hereafter devised. The Publisher sball pay the AUlhor royalties as follows on lbe electronic versions: (i) lithe Publisher itself creates and sells that electronic version.~% of the net cash received from such use. (iil If tbe Publisber licenses the right to create and selllhe electronic version, 50% of the net amount of royalty compensation received from such license. Paul D. Leedy and Ormrod, Inc. Practical Research, 7/e Contract Clauses: P - R September 10, 1997 P. The royalty and any other sums payable to the Author as provided herein shall be paid to the Author as follows: On the Seventh Edition: 25% to Onnrod Inc. and 75% to Paul D. Leedy. On the Eighth Edition: 50% to Ormrod Inc. and 50% to Paul D. Leedy. On the Ninth Edition: 75% to Ormrod Inc. and 25% to Paul D. Leedy. On the Tenth Edition: 100% to Ormrod Ine.. Q. Notwithstanding anything set forth in paragraphs 2 and B to the contrary, Publisher will be responsible for the preparation of the line drawings for illustrating the Work. The Publisher shall own all right title and interest in and to such line drawings. without any restrictions. reservations or limitations whatsoever. The Author shall not have any right or interest in such illustrations or line drawings. R. The publisher agrees to pay It)r the preparation of all indices in the Work. The terms oflhis pllragraph shall not apply to future editions of the Work. inITIAL HERE Sent 8y: HP laserJet 3100; 717 737 6783; May.12.03 12:15PM; Page 2 AGREEMENT OF SALE OF FURNITURE THIS AGREEMENT madc this ___._,L~.+:..__ day "fMay, 2003, BETWEEN Thomas F. Leedy, Executor ofthe Estate of Paul D. Leedy, decea.,ed, hereinafter called Seller, AND Stephen Burke and Heidi Burke, individually and jointly, hereinafter cal1ed Buyer. WITNESSETH: I. Seller agrees to sell to Buyer and Buyer agrees to Jlurchase from ScHer certain furniture and rumishings liS are more fully described hereinafter, for the sum of Twelve Tho\.l~and Thirty Dollars ($12,030.00) to be paid by Buyer to Seller pursuant and subject to the tenm of a Note and Security Agreement copy of which is attached herelo and incorporated herein and made a part hereof by reference.. 2. The furniture and furnishings being sold and bought by the pal1;es are as follows: Ref. Number Description Appraised \I aIue Sale Price 2 Dining Table $3,200 $2,080 5 Side Board and China Hutch $450 $293 () Dining Chairs (8) $600 $390 68 Table -- Drop Leaf $275 $179 4] Balloon Chairs (2) $375 $244 44 Desk $300 $195 (N one) Wing Chairs (2) $100 $65 56 Table -- Drop teat' $300 $195 48 &49 Balloon Chairs (2) $325 $211 94 Small Bedroom Suite $650 $42.3 96 Marble-top Table $200 $130 102 Master Bedroom Suite $950 $618 103 Cedar Chest $225 $146 110 Pair of Am1 Chairs $125 $81 105 Desk $175 $114 117 Desk (Hall) $175 $114 118 Chair -- l.adder-back $125 $81 126 Dresser $325 $211 124 Chest of Drawers $850 $553 135 Rocking Chair $175 $114 132 Blanket Chest $350 $228 Sent By: HP LaserJet 3100; 717 737 6783; Mc;y-12-0312:1SPM; Page 3 163 Rocking Chair 150 Slant-front Desk 153 Work Table -- Empire 104 Cradle 63 Music Box 47 Sl~inway Piano (None) Marble-top Tuble $225 $450 $275 $350 $650 $12,000 $146 $293 $179 $228 $423 $4,000 $100 $24,200 $12,030 - 3. THE SALE OF THIS fURNITURE AND FURNISHINGS IS SPECIF1CALL Y CONDmONED UPON SETTLEMENT DJ.jlNG CONSUMMATED DETWEDN SELWR AND BUYER ON OR BEFORE .TUN E 30, 2003, OF THE SALE OF CERT A!N REAL ESTATE FROM SELLER TO BUYER SITUATE IN THE ROROlJGH OF CAMP HILL, CITMBERLAND COUNTY, PENNSYLVANIA, LOCATED AT 239 NORTIl25Tll STREET, CAMP IIILL, PA 17011. 4. IfBLlyer does not purchase the house at 239 N. 25th Su'eet, Camp Hill. PA, the sale or the furl1itur~ Ill1d fumishings to Buyer shall be null and void. IN WITNESS WHEREOF, the individual parties hereto have hereunto set their hands aod seals, intending to be legally bound, the day aod year first above written. WITNESS: SELLER: THOMAS I'. LEEDY, Executor WIINESS: BUYERS: STEPHEN DURKE CC~[Plf HElDI BURKE C0~ S~'o 7~{dk 2 ,ent 8y: HP LaserJet 3100; 71 7 737 6783; May-12-03 12:16PM; Page 4/6 Note and Security Agreement Camp Hill, Pennsylvania $ 12,030.00 (date) FOR VALUE RECEIVED, Stephen Burke and Heidi Burke, individually and jointly ("Maker") hereby promise to pay to the order onhomas F. Leedy, Executor of the Estate (If Paul D. Leedy, ("Payee") Ihc principal sum of Twelve Thousand Thirty Dollars ($ 12,030.00), with simple interest at the roite of six percent (6%) per annum in Twelve (12) equal monthly installments of dollars ($ ). principal and interest beginning on the fifteenth day of September, 2003, and on the fifteenth day of each and every month thereafter. The entire balance of principal and interest and all other amounts due hereunder shall be due on or before August 15,2004 ("Maturity"). If Maker shall fail to pay any installment when due or any balance at Malurity or default in any other provision herein. then Maker shall be in default ("Default") and interest shall commence to accnJe thereon until Maker's indebtedness to Payee is paid in full, including the period following entry of any judgmcnt, at the rate ofTen perccnt (10%) per annum, together with an attorney's fee for collection of Five Hundred Dollars ($ 500.00) or Seven percent (7%) of the unpaid principal, whicl1ever is greater; and payment of the same may be enforced and recovered by the entry of judgment on this Note and the issuance of execution thereon. If Maker shall be in Default, then and in such event, Payee may, at its option, accelerate Ihis Note to Malunly. Time i, of the essence of thi, Note. Maker hereby irrevocably authori7es and empowers any attorncy or attorneys or the Prothonotary or Clerk of any Court of record in the Commonwealth of Pennsylvania, or elsewhere, to appear for Maker, in any sueh Court therein to confess judgment against Maker for all sums due by Maker herein together wiili costs of suit and an attorney's fee for collection as aforesaid; and for so duing, tlris NOle or a copy hereof verilied by arJidaviL shall be a sufficient warrant. This warrant 01" attomey shall be effective only after Maker's Default. The remedies of Payee provided herein or othcrwise available to Payee at law or in equity and the warrants of attorncy herein contained shall be cum ulative and concurrent; may be pursued singly, successively or together at the sole discretion of Payee; and may be exercised as often as ocea~i()n therefor ,hall occur. The failure to exercise any such right or remedy shall in nO event be coru;lrLlcd as a waiver or release of the same. Acceplallce of this Note by Payee shall not preclude Payee from freely exercising at anytime and from time to time all available rights and rcmedies for collection of legal fees, costs and disbursements owing to Payee from Maker from time to time, notwithstanding that Maker, at the lime of such collection, has not conveyed, sold or transferred any interest in the property hereinabove referred to, it bcing agreed that this Note is given as additional security for the payment of any such sums and is not intended to deter the date on which payment of such sums is otherwise due or to otherwise affect or impair Payee's rights to collect such sums. Maker hereby releases Payee md said attorney or attorncys from all errors, defects and imperfections whatsoever in enlcring judgment by confession herein as aforesaid, in issuing any process or instituting any proceedings relating thereto and hl.-rcby waives all benefit that might aCCllle 1. ,ent By: HP LaserJet 3100; 717 737 6783; May.12.03 12:16PM; Page 5/6 to Maker by virtue of any present or fulure laws exempting any property, real or personal, or any part of the proceeds arising from any sale of any such property, from attachment, levy or sale under execution, or providing for any stay of execution, exemption from civil process or extension of time, and agrees that such property may be sold to satisfy any judgment entered on this Note, in whole or in port and in any order as may he desired by Payee. Maker (and all endorsers, sureties and guarantors) waives presentment/or payment, demand, notice of demand, notice of nonpayment or dishonor, protest and notice of protest of this Note, and all other notices in connection with the delivery, ac<:eptance, performance,. default, (lr enforcemenl of the payment of this Nole; liability hcrcundcr shall be unconditional and shall not be affected in any manner by any indulgence, extension of time, renewal, waiver or modification granted or cOflscntedlo by Payee. Maker shall pay the cost of any revenue, tax or other stamps now or hereafter required by law at any time to be affixed to this Note, and if Maker fails or refuses or is not legally permitted to do so, Payee may at its option accelerate thi~ Note to Mallll;ty as in the case of default by Maker. The words "Payee" and "Makcr," whcncvcr occurring herein, shall be deemed and eonstmed to include the respective heirs, personal representatives, successors and assigns of Payee and Maker. This instrument shall bc construed acc.ording to lUld governed by lhe laws of the Commonwealth of Pennsylvania. Notwithstanding any provision rontamed herein, Maker's liability for the payment of interest shall not exceed the limits now imposed by the applicabk usury law. If 811)' provision ofthis Note requires interest payments in excess of the highest rate permitted by law, the provi.,ion in question shall be deemed to require only the highest such payment permitted by law. Any amOlmts theretofore received by Payee hereunder in excess of the maximum amount of interest so permitted to he collectcd by Payee shall be applied by Payee in reduction ofthe outstanding principal balance (in which event any applicable prepayment prohibition or premium shall he waived with respect to the amount so prepaid) or, if this Note shall have theretofore been paid in full, the amount (Jfsuch excess shall be promptly returned by Payee to the Maker. To secure the full and prompt payment and performance when due of all presenl and future obligations of Maker under this Note and Security Agreement or otherwise, Maker hereby grantS to Payee a security inlerest in all of the following properly, wherever located, collectively, the "Cullateral": Ref Number Description Sale Price 2 Dining Table $2,080 5 Side Board and China Hutch $293 6 Dining Chairs (8) $390 68 Table -. Drop Leaf $179 41 Balloon Chairs (2) $244 2. -ent By: HP LaserJet 3100; 717 737 6783; May.12.03 12:16PM; Page 8/6 44 Desk $195 (None) Wing Chairs (2) $65 56 Table -- Drop Leaf $195 48 &49 Balloon Chairs (2) $211 94 Small Bedroom Suite $423 96 Marble-top Table $130 102 Master Bedroom Suite $618 I 03 Cedar Chest $146 110 Pair of Arm Chairs $81 105 Desk $114 117 Desk (Hall) $114 118 Chair -- Ladder-back $81 126 Dresser $211 124 Chest of Drawers $553 135 Rocking Chair $114 132 Blanket Chest $228 163 Rocking Chair $146 150 SInnt-front Desk $293 153 Work Table -- Empire $179 104 Cradle $228 63 Music Box $423 47 Steinway Piano $4.000 (None) Marble-lop Table --.llQQ TOTAT. $12,030 Maker represents that the Collateral is free and dear of all liens or encumbrances. Maker covenants that it sball not move, sell, lease, permit any encumbrances on or otherwise dispose of the Collateral. Maker will insure the Collateral against all hazards and preserve the Collateral in good condition and repair at all times and will not permit anything to be done that may impair the value of any of the Collateral. Upon the occurrence of Default. Payee may exercise one or more of the rights and remedies granrcd pursuant to tbis Note and Security Agreement or applicable Jaw, including without limitation the Uniform Conm1CTeial Codc. MAKER ACKNOWl.EDGES TTTAT THIS NOTE CONTAlNS CONFESSION OF JUDGMENT AND THAT IT HAS KNOWINGLY AND VOLUNTARILY WAIVED TIlE RIGIIT TO SERVICE AS DESCRIBED ABOVE WITH THE ADVICE OF COUNSEL. IN WITNESS WHEREOf, Maker has duly executed this Note and Security Agreement the day and year first above mentioned. By: Stephen Burke By Heidi Burke 3. . Appraisal Report ,- The Estate of Mr. Paul Leedy 239 North 25th Street Camp Hill, PenIlsylvania l70n Prepared for: Mr. and Mrs. Thomas Leedy 15720 Comus Road Clarksburg, Maryland 20876 (301) 972-2376 File #Leedy Prepared by: David J. Cordier Erica S. Wmeske Cordier Antiques & Fine Art 2201 Market Street Camp Hill, Pennsylvania 17011 Phone: (717) 731-1740 Fax:: (717) 731-9830 Member: Certified Appraisers Guild of America . Table of Contents Title Page Table of Contents Sl1mmRry Analysis Conditions of Appraisal Certification Purpose of Report Method of Valuation Definition of Value Basis of Appraisal Description Appraiser Qualifications Value Listings 1 2 3 4 5 5 6 6 6 6 6 7 Appendix A Page 2 of24 , Summary On September 16, 2002, at the request of Mr. and Mrs. Thomas Leedy, I personally inspected the assets of The Estate of Mr. Paul Leedy, 239 North 25th Street, Camp Hill, Pennsylvania. Value :Fair Market Value The Fair Market Value for the property in total is: $93,600.00 This is not the appraisal report. The appraisal report must be read in its entirety. Page 3 of24 Analysis Condition All items viewed in this appraisal report are in good condition unless otherwise noted. Analysis The gold jewelry was not tested. It is believed to be gold based on the best knowledge of the appraiser and by viewing the markings. Artist Artwork was not identified by artist or by subject matter and was valued based on aesthetic appeal arid in the best knowledge of the appraisers. Artwork was not viewed. out of the frame. Page 4 of24 Conditions of Appraisal The value stated in this Appraisal Report is based on the best judgment of the appraisers given the facts and condition available at the date of the valuation. The use of this report is limited to the purpose of determining the value of personal property for estate tax purposes. Any additional research or testimony required by the client or the court will be billed at the current rates. Disclosure of the contents ofthe r~ort is governed by the Standards and Practices of the Certified Appraisers Guild of America. Certification of Report Neither David J. Cordier, Erica Shea Wineske, Cordier Antiques & Fine Art nor any bf its employees bave any present or future interest in the subj ect property. No prohibitive fee was assesses for this report. David 1. Cordiei' and Erica Shea Wineske of Cordier Antiques & Fine Art have sUcCessfully completed tbe personal property appraisal certification program with the Certified Appraisers Guild of America and are members in good standing. This report was preparedin accordance with the Uniform Standards of Professional Appraisal Practice and with the Standards and Practices of the Certified Appraisers Guild of America which has reviewed the authority oftbis report. David J. Cordier and Erica Shea Wineske have personally examined the subject prop~rty. The statements offact contained in this report are true and correct to the best knowledge and belief of the appraisers. . Cordier, CAG.A r Antiques & Fine Art ~h' C Enca S ea Wmeske, .A.GA Cordier Antiques & Fine Art Page 5 of 24 . Purpose of the Report The purpose oftbis report is to determine the value for Estate Tax purposes for:Mr. and Mrs. Thomas Leedy, Clarksburg, Maryland. Method of Valuation The method of valuation used for this appraisal is the Fair Market Value. Definition of Value Fair Market Value Under the United States Treasury regulation 1.170-lc Fair Market value is defined as: The price at which the property would change hands between a willing buyer and a willing seller, neither being under compulsion to buy or compulsion to sell and both having reasonable knowledge. Basis of Appraisal Valuation Date The date of valuation for determining the value estimation is September 16, 2002. Date Appraisal Conducted This appraisal was conducted on September 16,2002. Limitations of Property There were no limitations on use or disposition of this property. Description An itemized list with descriptions is in Appendix A Page 6 of 24 CORDffiRANTIOUES & FINE ART Cordier Antiques & Fine Art was established in 1984. The company specializes in appraisals of antiques, fine art and personal property, estate liquidations and the purchase and sale affine antiques and art. Cordier Antiques & Fine Art maintains membership in the Certified Appraisers Guild of America, The Antiques and Collectibles Dealers Association, Inc., The Dauphin County Historical Society, The Cumberland County Historical Society, The Friends of Pennsylvania State Museum, The Antique Dealers Association of Pennsylvania, The Capital Region Antiques Dealers Association and the National Association of Watch and Clock Collectors. Cordier Antiques & Fine Art has conducted appraisal clinics for such organizations as The Harrisburg Area Community College's Older American Days, The Questers, Robrer Bus Antiquing Road Show Tour, Millersburg Historical Society, Friends of Fort Hunter, West Shore Country Club and The Friends of the Pennsylvania State Museum. . Cordier Antiques & Fine Art is an underwriter of The Antiques Road Show on WlTF, public television. DAVID J. CORDIER. C.A.GA. CERTIFIED APPRAISER David J. Cordier is co-owner of Cordier Antiques & Fille Art located in Camp Hill, P A. Mr. Cordier has been an antiques and jewelry dealer since 1980 and an appraiser since 1990. David Cordier of Cordier Antiques & Fine Art has successfully completed the personal property appraiser certification program with the Certified Appraisers Guild of America. Mr. Cordier is a graduate ofWinterthur MUSeum's Winter Institute, a graduate level program in American Decorative Arts. David Cordier has attended classes ill appraisal studies ill the fine and deCorative arts at George Washington University, Washington D.C. and the appraisal studies program at New York University, New York Mr. Cordier studied the arts and decorative arts in Pennsylvania at Penn State. University and holds a Master's degree in Business Administration from Peun State Capital Campus. Mr. Cordier ,,'lites a bi-weekly feature col1lIllll, "Eye on Antiques", for Harrisburg's Daily paper,TI,e Patriot News. which focuses on antiques and rellited events in central Pennsylvania. ERICA SHEA W1NESKE. C.A.GA. CERTIFIED APPRAISER Erica Wmeske joined Cordier Antiques and Fine Art ill 2002. Ms. Wineske holds a Bachelor's degree in Arts Management from Lebanon Valley College where she studied art history and business management. Ms. Wineske has successfully completed the personal property certification program with the Certified Appraisers Guild of America. Erica Wineske is a graduate of the Harrisburg Area Community College Auctioneer's Program and it licensed Pennsylvania Ailctioneer. Ms. Wmeske has worked as a tour guide and exhibit worker at the Suzanne H. Arnold Gallery at Lebanon Valley College and has worked at Fortna's Auction Company and Gallery in Annville, FA and Boltz and Snider Auction Company in Lancaster, P A. Page 7 of24 Appendix A Fair Market Value Dining Room 1. $6,500.00 Architectural Corner Cupboard. 92" high x 51-1/2" wide at front. Two doors with nine glass lites each open to reveal five shelves (three butterfly shaped). Doors are flanked and shaped by arched architectural molding. Top has cornice molding. Two raised panel doors at base open to reveal two shelves. Rests. on bracket feet. Possible height loss at top. American. Cherry and other secondary woods. 19th century. Portion oflabel found in envelope reads "Charles E1...No. 56 ChesLhilade...". Believed to be Philadelphia. 2. $3,200.00 Three Piece Banquet Table. Rests on carved turned legs. Mahogany. c.1840-1860. Drop Leaf Table. 29~3/4" high, 60" x 48" top, End Tables, Pair. Rounded comers. 30" high, 46-112" x21-l/2" Top. 3. $4,000.00 Corner Cupboard. 80" high x 37-112" wide at front. Top: Single door with nine glass lites opens to reveal three shelves (two butterfly shaped), Interior painted light blue, Brass escutcheon with two original brass keys. Cornice molding at top, Fluted side panels. Base: Two drawers over ttvo paneled doors, Doors open to reveal two shelves, Drawers have simple brass knob pulls, Door has brass escutcheon with one original brass key. Scalloped base molding, Bracket feet. American. Walnut. 19th century. 4. $425.00 Drop Leaf Table. 29" high, 20" x 46" top. Two leaves each measuring 40" x 21-1/2", Gate leg supports. Rests on six turned legs. Walnut, Refinished. 19th century. 5. $450.00 Side Board, 39" high x 66" wide x 22" deep. One central drawer with two paneled side doors, Inlaid with burl veneer. Fluted inserts, Turned fluted slender legs. Oval brasses with stamped backplate. Dove tailed construction, Gall~ry at back. Sheridan style. Mahogany. American. c.1920's-1940's. 6. $600.00 Set of Six Chairs. (One arm chair and three side chairs in Dining Room and one arm chair and one side chair, both damaged, in Basement). 38" high, 18-1/2" x 21" seat. Five rail back splat each with central loop motif, F our fluted squared legs with stretchers. Seats are needlepoint with red ground and colorful floral motif. Mahogany. c.1940's. Page 8 of24 7. $500.00 Platter, Rose Medallion. 18" x 14-1/2" oval. Intricate floral, figural and bird motifwith central circular pattern. No markings on underside. White ground with figures and central medallio.n theme. Good condition with we.ar to gold trim, Orange peel, Heavily worn. Chinese export. 19th century. 8. $650.00 Platter, Canton. 15" x 12" Octagon form. White ground with blue landscape motif. 19th century. 9. $200.00 Pair of Platters, Flow Blue. Each measuring 8-1/2" x 7" oval. Interior and exterior with blue pattern of figures in landscape design on white ground. lliegible mark to base and impressed "7, W, PG" to underside, Scalloped edge, Crazing overall. 19th century. 10. $575.00 Rose Medallion, 13 pieces, including: Soup and underplate, Soup: 2-1/4" high x4-3/4".wideat top, Minor chips to rim ($85.00). Underplate: 5-1/2" diameter ($70.00). (5) Cups and Saucers, Cups:2-1/2" high x 4-1/2" wide attop. Saucers: 5-3/4" diameter. Scalloped edge design ($325.00). (1) Plate, 8" diameter ($95.00). 19th century. Chinese export. 1 L $440.00 Dirmer Service. "Meito China, Made in Japan, Arbor, Hand Painted" on UIlderside. (12) 10" Dinner Plates, (12) Bread and Butter Plates, (12) Salad Plates, (12) Cups and Saucers, (12) SOllp Plates, (12) Fruit Nappies, Creamer, Covered Sugar, Gravy with attached Underp1ate, Covered Tureen, One small and One large oval serving bowl, (1) 12" Serving platter. Cream ground with four pastel groupings offlowers. Gold filigree border. Early 20th century. 12. $125.00 Transfer Ware Platter. 14" x 11" oval. Dark blue pattern on white ground. Scalloped edge design. Stamped on underside "Landscape, W. R. Mid Wmter, England". Crazing. Mid 19th century. 13. $80.00 Dirmer Service. Stamped on underside "Johann Haviland, Bavaria, Germany". White ground with rose pattern, Scalloped edge trimmed in gold. (4) 10" Dinner Plates, (8) 6-1/4" saucers, (4) 5" Frult Nappies, (2) Cups. Ear1y2Oth centul)'. 14. $135.00 Pitcher, Transferware. 7-3/4" high x 7-3/4" wide from spout to handle. Multicolored transfer ware pattern of figures in landscape. 19th century. 15. $250.00 Miscellaneous Wall Decoration. Modem prints of Renaissance themes framed in gilt wood frames. Approximately six pieces. 20th century. 16. $525.00 Miscellaneous Contents of eo mer Cupboards. Various piece of silver plate, miscellaneous china and glassware, Transfer ware, Alabaster sculpture with Birds, Chicken on Nest, Silver plate platters, (4) Sterling F ontain Bleu forks. Page 9 of24 17. $350.00 Miscellaneous Contents of Room Hurricane globes, Nesting tables, Chest of silver plate flatware, Candelabra. 18. $325.00 Child's High Chair. 34-1/2" high at back. Peg construction, Turned legs with stretchers. Pine. First half of19th century. 19. $150.00 Rug, Oriental. 9' x 6'. Pattern of birds and foliage. Machine made. Condition is worn and soiled. 20th century. 20. $95.00 Butter Mold, 5" diameter x 7" high. Pattern of flower with petals. Wood construction. 19th century. 21. $325.00 Sheffield Meat Dome. Approximately 20" x 12" oval x 14" high with handle. Silver on copper, Old lacquer, Handle with grape leaf motif. 19th century. 22. $300.00 Pickle Castor. Silver plated frame measures 9-1/2" high with cranberry glass insert with depressed circle pattern. Victorian c.1870-1890. 23. $250.00 Castor Set. Silver plated frame with clear glass bottles. 9" high. Victorian. c.1870-1890. 24. $300.00 Card Tray. 9" x 6" oval, Greek Key border, Rococo style feet, Base hallmarked with "Rikeman Coin" with lion, anchor and "G" in cut COrner square. Coin silver. c.1850-1856. Rikeman Silver (Horton & Rikeman). Savannah, Georgia. c.1850-1856. 25. $125.00 Napkin Holder. 1-3/4" diameter with figure of bulldog. Silver plated. Victorian. c.1870-1890. . 26. $250.00 Vase, Cloisonne with Wireless construction. 5-3/4" high. Image ofrooster and hen on black background. Minor pitting. Early 20th century. 27. $275.00 Meat Dome. 18" x 11" oval. Repousse work overall. Base stamped "Mappin & Webb's Prince's Plate". Late 19th century. 28. $225.00 Vase, Crystal. 10" high, Urn shaped with handles. Etched pattern overall. Possibly Pairpoint. 29. $245.00 Pitcher, 8" high. Loop handle with star Pattern design. Early handblown. American. First half 19th century. 30. $100.00 Figural Bust, Staffordshire. 10-112" high, John Wesley. Extensive repairs. Ceramic. 19th century. 31. $375.00 Teapot. 7-l/2"high x 12" long. Flow blue with picture of cabin. Page 10 of24 Historical. 19th century. 32. $220.00 Pitcher. 5-1/4" high. Softpastewithpinklustreandgreensprig decoration. First quarter 19th century. 33. $650.00 Gaudy Welsh, 11 pieces. (3) Cups and saucers with floral pattern ($190.00); (1) Teapot, Floral pattern with green springs ($160.00); (2) Creamers, White ground with blue and orange floral motif; One in Oyster pattern and one in foliage pattern ($140.00); (1) Small milk pitcher with floral pattern ($100.00); (1) Waste bowl ($60.00). Soft paste china. c.1820-1860. 34. $125.00 Dome Top Coffee Pot, 12" high. Soft paste with handpainted sprigs. Repaired. Early 19th century. 35. $80.00 Pitcher, 8" high, Salt glazed Jasperware in sage green. Pewter Lid. Chipping. 20th century. 36. $250.00 Flip Glass, 6" high x 4-3/4" diameter at top. Etching overall. Late 18th to early 20th century. 37. $50.00 Sunderland Cup, Pink Lustre. 4" high, 4"diameter at top. "The Rev. John Wesley A. N. Weslian Methodist, Est. 1739, The best ofall God is within us". . Transfer of Wesley and palm of reverse. 38. $450.00 Tureen, Rose Medallion, 2-1/2" high base x 9" x 7-3/4". Decorated interior and exterior with gold knob finial, Base unmarked. Chinese export. 19th century. Foyer 39. $6,500.00 Tall Case Clock. 90" high x 19-1/4" x 10" deep. Hood: Flat top with cornice molding, Steel dial v.~th painted Roman numerals, Two globes at crest, Moon phase, Subsidiary second hand arid calendar display in semi-arch form, Brass works. Fluted column supports at sides, Burl veneer and marquetry inlay band at top. Restoration to top. Waist: HaIfturned fluted side columns at side, Raised panel door with decorative scalloped edge, Marquetry inlay. Door panel has been replaced. Base: Line inlay, Halftuined fluted side columns, Scalloped base molding, Slender tapered legs (probably replaced). 19th century. American. 40. $200.00 Rug, Oriental. 7' x 51 ". Burgundy ground with tan, light and dark blue floral decoration. Machine made. Very good condition. 20th century. 41. $375.00 Pair of Balloon Back Chairs. 35" high at back, 19" x 19-1/2" seat. Serpentine shaped back splat with berry carvings at sides, Demi arms. Needlepoint seats with burgundy ground and pink and sage floral design. Victorian. c.1870-1890. Page II of 24 42. $175.00 Rug, Oriental. 49" x25". Red ground with tan and blue geometric design. Extensive fringe loss, fair condition. Machine made. 20th centuJy. 43. $200.00 Rug, Oriental. 68" x 36". Light red ground with tan, light and dark blue geometric and floral pattern. Minor fringe loss, slight fading, tear at fringe, wear. Machine made. 20th century. 44. $300.00 Desk. 31" high x 40" wide x 19" deep. Two drawers with tear drop pulls, Tapered legs with cap at knee. Dove tailed construction. c.1940-1950. 45. $200.00 Miscellaneous Contents of Foyer, including: Contemporary mirror, Lamp, Prints. Living Room 46. $3,800.00 Tall Case Clock. 90" high x 19-1/2" wide x 10" deep. Hood: Bonnet top with broken arch, Brass sefolI caps and finial. Painted steel dial with Roman numerals and brass hands, Subsidiary second dial and calendar dial. "Nicholson Berwick" on dial. Dial decorated with flowers at corners and figure at top. Side columns. Waist: Fluted side columns, Door with inlay. Base: Inlay, Sca.lIoped base molding, Bracket feet. Repairs and restoration. Mahogany case. English. First quarter 19th century. 47. $12,000.00 Piano, Steinwayand Sons. 5' 1" case, 37-3/4" high. Series "S". Factory # NAP1843, Serial #286179. All service and maintenance records included. Mahogany case with squared tapered legs. Very good restored condition. c.1937. 48. $175.00 Ba.lIoonBackChair. 35" high at back, 18" x 18-1/2" seat. Serpentine carved back splat, Needlepoint seat in light blue with floral motif. Walnut frame. Victorian. c.1870-1890. 49. $150.00 Balloon Back Chair. 34-1/2" high at back, 17-1/2" x 17" seat. Curved back splat with minimal decoration. Light blue needlepoint seat with pastel floral motif. Walnut frame. Victorian. c.1870-1890. 50. $225.00 Mantle Clock. 25" high x 15" wide x 4-1/2" deep. Painted steel dial with Roman numerals, Interior of case with portion of original paper label "Seth Thomas". Model: "Rosewood Columns". Front with reverse painted flag design. Ha.lfturnings at sides, veneer losses to case. c.1870's. 51. $250.00 Copper Cauldron. 13" high x 19" wide. Crude construction with wear. Handle. Copper. 52. $1,800.00 Harp. "Browne & Buckwell Makers, New York, Grand No. 3447" etched on brass plate. Gilt wood construction with fluted column with figural pediment, Gothic revival motif. Six pedals. Wmged griffin feet. Damage Page 12 of 24 to gilt work and strings. c.1873-1878. 53. $650.00 Demi-LuneCardTab1e. 27-112" high x 35" x 17"deep with 35" x 17" folding top. Mahogany with line inlay and oval inserts at front legs. Rests on four squared tapered legs. Repairs and restoration, Heavily refinished. Mahogany. Late 19th century. 54. $325.00 Drop Leaf Table. 30" high, 19-112" x 42" top with two 19" x 42" leaves with gate leg supports. Six turned legs on ball feet. Cherry. 19th century. 55. $425.00 Corner Chair. 32-112" high, 23" x22" seat. Shaped animal paw arm supports with scroll carved back splats, rests on four Cabriole legs with carved ball and claw feet arid scalloped edge knees. Turned column supports. Mahogany frame. Late 19th century. 56. $300.00 Drop Leaf Table. 29-1/4" high, 40" x 19" top with two 42" x 19-1/2" leaves. Leaves supported bysix turned gate leg supports. Walnut. 19th century. 57. $275.00 Drop Leaf Table. 30-1/2" high, 12-112" x35-1I2" top with two 18" x 35-1/2" leaves supported by gate leg supports. Six turned legs. Walnut. 19th century. 58. $150.00 Cast Iron Door Stop, Cat Form. Underside stamped "Hubley". Bow and bell around collar. Wear to paint. Early 20th century. 59. $150.00 Oriental Rug. 42" x 27". Red ground with tan, light and dark blue geometric design. Machine made. Good condition. 20th century. 60. $175.00 Oriental Rug. 56" x 41". Tan ground with faded red, light and dark blue geometric decoration. Worn, fringe loss, wear. 20th century. 61. $400.00 Rug, Oriental. 12' x 9'. Burgundy ground with tan, light and dark blue floral motif. Machine made, Fair condition. 62. $240.00 Decorative Art Prints, Eight total. Prints of historic works framed in gilt wood bracket and carved frames. Various themes and subject matters. Contemporary prints. 63. $650.00 Music Box. Case: 6" high x 17-1/4" wide x 9" deep. Lid with damaged decal of musical motif Interior with music box works. Grain painted case. Eight tunes. Working condition. 64. $350.00 Madonna Statue. 17-112" high. Wood construction with remnants of original gesso paint. Possibly religious relic. Patches ofloss and damage. Date unknown, Possibly early to mid 19th century. 65. $300.00 Carriage Clock with Exposed Escapement. 10" high x 5" wide x 4" deep. Page 13 of24 --_._-_._---~---_._-----~----~--_._~--~ 3-3/4" dial, Mercury pendulum, Made in France. Late 19th century. 66. $325.00 Painting, Oil on canvas. 6-1/2" x 11-112". "Chateau, Lake Geneva". Framed in period carved gilt frame. Late 19th to early 20th century. Kitchen 67. $12,000.00 Comer Cupboard. 88" high x 48" wide at front. Two part. Top: Single door with nine glass lites, interior painted pale green with three shelves (two butterfly shaped shelves). Base: Three drawers over two paneled doors. Doors open to reveal two shelves. Dove tailed construction. Grain painted, White porcelain knob pulls. Rests on muffin feet. Very good. condition. Attributed to John Rupp, Hanover, Pennsylvania. Late 19th century. 68. $275.00 Drop Leaf Table. 29" high, 18-1/2" x 42" top with two 13-1/4" x 42" leaves. Four turned legs with swing armsupports for leaves. Single drawer with pressed glass pull. Dove tailed construction. Cherry. 19th centUry. 69. $225.00 Coffee Grinder. 12" high x 6" wide. Cast iron body rests on wooden base. Applied gold and decal decoration. "USA Enterprises Manufacturing Company, Philadelphia". Good condition. c.1900-1910. 70. $225.00 TransfeIWare Pieces, including Platter, 20" x IS" oval with scalloped border. Base stamped "Delphi" and "Adams". Delphi pattern, Blue design on white ground of figures in landscape. William Adams & Sons. c.1800-1864. 71. $85.00 TobyCharacter Mug. 3-114" high, 4" from spout to handle. Aged man with beard and blue eyes. Base marked in black "W". Crazing overall. Early 20th century. 72. $600.00 Dinner Service. "Theodore Haviland, New York, Made in America, Pasadena". Cream ground with pastel groupings of flowers and gold trim. Service for eight. Dinner plates, Bread and butter plates, Fruit nappies, Salad plates, (2) Serving bowls, Platter, (12) Cups and saucers, Gravy with attached underplate. Early 20th century. 73. $60.00 Cake and coffee service for six. "Rorstrand, Sweden, 512, 8". Cobalt ground with fleur de lis pattern in gold and gold trim. Six dessert plates, six demi tasse cups and saucers and one cake plate. Sweden. 20th century. 74. $200.00 Tea Set. Teapot: 6" high x 10" wide, Sugar: 5" high x 8" wide. Base with copper luster painted highlights. Repairs. Early 1900's. 75. $200.00 Handleless Cups and Saucers, Set of Six. Lustreware ,vith various designs. Page 14 of24 Hard paste. 19th century. 76. $150.00 Miscellaneous Contents of Comer Cupboard, including: Milk glass, Chicken on nest, Commemorative plates. 77. $75.00 Teapot, Transferware. 6" high x 11-1/4" wide from spout to handle. Red design on white ground of figures on camels in landscape. Inherent cracks on base, no manufacturer's marking. Roughness at finial on lid, Spout chipped. 19th century. . Office 78. $450.00 Hutch Table. 29" high x 39" wide x 70" long. Crude peg construction, Remnants of original paint. Pine, refullshed. 19th century. 79. $175.00 Painted Chair. 31" high at back, 15" x 14-1/2" seat. Pale green with painted basket offruit at crest. Lyre shaped back splat, Front two legs turned with. stretchers. Leaf at back splat, Gold accents. Very good condition. Repainted. 19th century. 80. $150.00 Painted Chair. 32-3/4" high at back:, 14-1/2" x 14"seat. Pale green-blue overall with coloiful bird and floral motif at crest and lyre shaped back splat. Four legs, front two legs are turned, Cross stretchers. Repainted. 19th century. 81. $100.00 Wmdsor Style Arm Chair. 33" high at back, 17" x21" kidney shaped seat. 16 bulbous spindles with shaped animal paw arm supports. Four bulbous turned legs with cross stretchers. Continuous arm design. 20th century. 82. $400.00 Advertising Sign. 4-3/4" x 11-3/4" visible. "William Leedy, Boot Shoe Pealer, 414 Market Street, Sign of the Big Shoe". Reverse painted mirrored glass design framed in gold wood frame. Very good condition. 19th century. 83. $175.00 Tole Ware BowL 4-112" high x 9-3/4" wide at top. Red painted ground with floral motif and gold trim. 19th century. 84. $150.00 Sponge Ware Mixing Bowl. 4" high x 7-114" wide attop. Cream glazed ground with red and blue sponged decoration. Chips at rim. 19th century. 85. $120.00 German Christmas Globes. 3-112" high, One each in cobalt and green. Wire hanging support is missing from each. Chips at rim. German. Early 20th century. 86. $350.00 Stoneware Pitcher with Spout and Handle. 7" high x 4-1/2" wide at top. Glazed, Cobalt floral decoration at spout. 19th century. 87. $75.00 Redware Salt Crock. 5" high. Unglazed, Chips at rim, Missing lid. 19th Page 15 of24 < century . 88. $85.00 Redware Crock. 6" high. Glazed exterior, unglazed interior. Glaze loss. 19th century. 89. $65.00 Redware Crock with Handle. 6-3/4" high. Interior glazed, exterior unglazed. 19th century. 90. $125.00 Manuscript. 24" x 14-3/4" visible portion. Matted and framed in modem wooden frame. Gregorian chant book leaf. Spanish. 18th century. 91. $65.00 Scale. 9" high x 10" wide. Cast iron base with brass scoop and cast iron weights. Paint decorated base. Late 19th century. 92, $225.00 Miscellaneou~ Contents of Office, including: Glassware, Museum reproductions, Modem desk and chair, Miscellaneous decorative items. 93. $200.00 Coffee Pot, Tole decorated tin. 7-1/2" high. Painting with birds on side. Probably Pennsylvanian. 19th centUry. 1st Bedroom (Small Bedroom) 94, $650.00 Bedroom Suite. Cabrio1e legs, Shell carvings, Half turned fluted side columns. Queen Anne style brass hardware. Cherry. c.1940's. Bed: 42" high "...ith carved finials. Scalloped design at top. Chest of Drawers. 39" high x 40" wide x 20-1/2" deep. Four graduated drawers. Mirror with broken arch top. Desk: 31" high x 47-1/2" wide x 20-1/2" deep. Six side drawers with one center drawer above knee hole. 95. $650.00 Chest of Drawers. 44" high x 40" wide x 22" deep. Four graduated drawers, Dove tailed construction, Turned legs, Paneled sides. Cherry with secondary woods. 19th century. 96. $200.00 Marble Top Table. 28" high, 32" x 24" oval top. Pedestal base with four carved legs and knob finial. White marble top. Walnut frame is stripped and dry. Victorian. c.1870-1890. 97. $200.00 Rope Bed. 48" high. Knob finials, Scalloped edge. Turned legs. Finish is stripped and dry. 19th century. 98. $150.00 Satsuma Vase. 13" high. Decorated with figures in landscape. Glazed interior and exterior. "Made in Japan" on base. c.1900. 99. $250.00 Chairs. (Three chairs in Bedroom; One armchair and two sidechairs in Page 16 of24 < Basement.). 36" high at back. 17-1/2" x 15" seat, Upholstery in poor condition. Fluted legs, side supports and crest. Lattice design back splat. Mahogany. c.1940's. 100. $200.00 Cedar Chest, Depression Style. 22-1/2" high x 44" wide x 19" deep. Turned legs, Carved design at front. c.l930's. 101. $150.00 Miscellaneous Bedroom Items, including: Prints, Lamps, Sewing Machine Table, Books, Magazines, Piano Bench. 2nd Bedroom (Master Bedroom) 102. $950.00 Bedroom Suite. Fluted side inserts, Turned supports, Muffin feet on dressers. Pine with mahogany finish. c.1940's. Bed: 42" high headboard. Chest of Drawers. 43" high x 19-1/2" deep x 35-1/2" wide. Four graduated drawers. Chest of Drawers with Mirror. 38" high x 44-1/2" wide x 22" deep. Mirror measures 27" high x 23" wide in arched design. Four graduated drawers. 103. $225.00 Cedar Chest. 20-1/2" high x 48" wide x 20" deep. Paneled front ",~th applied half turnings. c.1940's. 104. $350.00 Cradle. 20'; high x 17" wide x 37-3/4" long. Shaped sides, Two rockers, Heart cutouts at sides. Walnut. Early 20th century. 105. $175.00 Desk. 30" high x 44-1/2" wide x 19" deep. Three drawers with wooden drawer pulls, Turned legs, Stretcher, Pine with mahogany veneer, Finish is dry and cra.zed. c.1940's. 106. $65.00 "Fanny Farmer" Doll. 9-1/2" high. Stuffed body with plastic face. Blue, pink and orange butterfly motif dress with lace. 20th century. 107. $125.00 Doll. 13" long. Composition head and llands, stuffed body. Period attire. Painted hair. Good condition. c.1920-1940. 108. $45.00 Doll, 10-1/2" high. Composition head. Painted features and hair. Stuffed fabric body with jointed limbs. Poor condition. c.l920. 109. $225.00 Doll. 17" high. Porcelain head with composition body. Painted features. Real hair, Open mouth, Sleeping feature, "390 ASM Germany" on back of head. Damage to fingers. Late 19th century. 110. $125.00 Pair of Arm Chairs. 38" high at back, 24" x 21" seat. Curved and shaped Page 17 of24 arm supports, Squared and tapered fluted legs ending in spade foot. Upholstered in mustard colored damask fabric, Mahogany frame. c.1940's. 111. $375.00 Work Table. 29" high, 16-3/4" x 21" top. Single drawer with wooden drawer pull, Dove tailed construction, Shelf at base, Turned legs. Cherry, Refinished. c.1900. - 112. $100.00 Trunk. 15" high x 24" wide x 15" deep. Leather exterior with with strapping and tole design, Interior with shelf compartments. Leather is worn and dry, Interior is damaged. 19th centUJy. 113. $75.00 Bench. 16-1/2" high x 24" wide x 14" deep. Mahogany frame with upholstered seat. Shaped tapered legs. c.1940's. 114. $225.00 Miscellaneous Bedroom Items, inc1uding:Lamps, c.1940's telephone, Religious Wallhangings, Blankets, Contemporary quilts, Pictures. 115. $275.00 Washstand. 32" high at back, 31" x 17-1/2" top. Shaped backsplash, Three drawers with wooden knob pulls. Peg dove tailed construction, Shaped base. Pine, Poor finish with damage. Victorian. 1890-1900. 116. $125.00 Folk Art Doll, 12" high. Jointed limbs. Wooden, Hand carved, Unfinished. Probably first half of 20th century. Upstairs HaIl 117. $175.00 Desk. 29-1/2" high x 44" wide x 18" deep. Shaped front with three drawers on either side of knee hole and one central drawer. Fluted side columns, Bracket feet, Cast brass hardware. Dove tailed construction. Mahogany. c.1940's. 118. $125.00 Chair, Ladder Back. 32-1/2" high, 14-1/2" x 13" rush seat. Three rung back splat, Four tapered legs with stretchers. Late 19th to early 20th century. 119. $450.00 Painting, Oil on canvas. 11-1/2" x 9-1/2". Portrait of distinguished gentleman in period attire. Back of painting written in ink "The property of Joshua J. Atkinson, Presented by his brother Joseph Atkinson". Craquelere, Framed in period 2" gilt wood bracket frame. Subject and painter unknown. American School. First half of 19th centUJy. 120. $125.00 Mantle Clock. 11" high x 22" wide with 7" dial. Applied brass numbers on silvered dial. Base has scroll carvings. Mahogany. c.1940's. 121. $145.00 Oil Lamp. 20" high base with 9" globe. Turned brass base with frosted shaped glass globe with ruffled top. Electrified. Knob marked "Asahi". 122. $200.00 Miscellaneous Items, including: Prints, Pictures, Hooked rugs, Page 18 of24 Bedroom #3 (Front Bedroom) 123. $200.00 Bed, Rope frame with mattress conversion. 38" high at headboard. Turned posters with knob finials, Massive frame construction. Finish is uneven, dry. 19th century. 124. $850.00 Chest of Drawers. 41" high x 42" wide x 20" deep. Bow front, Four graduated drawers with stamped brass drawer pulls and inlay at escutcheon. Fine dove tailed construction, Paneled sides, turned legs, fluted column inserts at sides. Cherry. Crack to top. 19th century. 125. $175.00 Clock, Steeple. 19-1/2" high x 9-3/4" wide x 3-1/4" deep. Painted steel dial with black painted RomaiI numerals, Shaped hands. Door with frosted panel insert of decorative lyres and central design. Interior with original paper label "Thirty Hour Clocks and Time Pieces, Atkins Clock Company, Bristol, CT". Burl veneer cabinet in good condition with sharply pointed finials. 126. $325.00 Dresser. 35" high x 48" wide x 21-1/2 deep. Serpentine front with paneled sides, Three over two drawers. Shaped Cabriole legs on brass casters. Line inlay to front of drawers only: Brass knob drawer pulls on top drawers and brass drop pulls on bottom drawers: Dove tailed construction, Mahogany. With unmounted 32" high mirror in arch form with swivel mounting. c.1940's. 127. $325.00 Work Table. 29-1/2" high, 21-3/4" x 21-1/4" top. Two drawers with wooden drawer pulls, Dove tailed construction, Turned legs with bulbous turned feet. Burl veneer, top refinished. Late 19th century. 128. $375.00 Work Table. 29" high, 17" x 26" top. Single drawer with wooden drawer pull, Dove tailed construction. Single shelf at base. Four slender turned legs. Pine. Late 19th century. 129. $225.00 Chest of Drawers. 31-1/2" high x 36" wide x 20" deep. Squared form with three graduated drawers, Stamped brass Victorian hardware, brass escutcheons. Applied molding at base with bracket feet. Crack to top and side. Walnut. Victorian. c.1870-1890. 130. $225.00 Clock. 16-1/2" high x 10-3/4" wide x 3-3/4" deep. Wooden cabinet 'with reverse painted tabled on. door of two cherubs (damaged). Dial painted steel with Roman numerals and the text "Patented May 19, 1863". Original paper label on interior "Seth Thomas". 131. $85.00 Chair, Windsor style. 32-1/2" high at bask, 15" x 15" shaped plank bottom seat. Back has five faux bamboo spindles, Legs and stretchers in faux bamboo form. Worn seat. Page 19 of 24 132. $350.00 Blanket Chest. 18" high x 33 wide x 16-3/4" deep. Dove tailed construction, bracket feet, brass escutcheon. Pine. 19th century. 133. $150.00 Doll Cradle. 9" high x 19-1/2" long x 11-1/2" wide. Dove tailed construction, rests on two shaped rockers. 134. $225.00 Doll, 16" long. Painted porcelain head with high gloss glaze, hands and feet. Dressed in period attire with boots. Stuffed cloth body. Painted black hair. Very good condition. Late 19th century. 135. $175.00 Rocking Chair. 28" high x 15" x 14-1/2" plank bottom seat. Shaped crest, shaped backsplat, Turned legs ending in two rockers. Painted black overall with red border and yellow line design with bird and flowers decal at crest and, on seat. 136. $450.00 Rug, Oriental. 59" x 40". Dark red ground with tan, dark blue and sage geometric' design. Fringe loss, otherwise in fair condition. Hand tied. Third quarter 19th century. 137. $75.00 Bucket, Brass. 9" high x 13-1/2" diameter. Base stamped "Hayden's, The Ansonia Brass Co, Patent Dec. 15, 1851, Manufactured". Fair condition with minor discoloration and dents to base. Late 19th century. 138. $125.00 Painting, Oil on canvas. 9" x 7". Portrait of young boy wearing peasant clothes and head wrap. Evident brushwork. Back of canvas signed in . pencil "Hanse1 ...aus" illegible. Framed in ebonized wood bracket frame. Probably Continental. 19th century. 139. $125.00 CarvedAngeL 27" wide x 12"high. Back with paper label "Handcarved angel taken from a church in Lebanon, Pennsylvania. Angel had been damaged by fire and was painted white, Paint has been removed and wood cleaned (Ephrata, P A 9/6/69)". 140. $325.00 Miscellaneous Bedroom Items, including: Gilt wood carved :frame with print, Victorian Walnut frame with print, Lamps, Baskets, Books, Christmas Decorations, Linens, Pillows. 141. $275.00 Child's Toy Horse on Platform. 25" high at head x22" long. Felt, Saddle blanket, Leather saddle, Metal stirrups, Damage, Loss of hair. Late 19th century. Basement 142. $175.00 Marble Top Table. 28-1/2" high, 27-3/4" x 20" top. White marble top is discolored, Carved pedestal base is damaged, finish is dry and damaged. Walnut frame. Victorian. c.1870-1890. 143. $90.00 Wooden Bucket. 5-1/2" high x 7-1/4" diameter. Tight construction, Page 20 of24 Painted green with strapping. Base stenciled in back "Walters Schell, Hanisburg, P A., Quality Seeds" Nearly illegible. Fair condition. 19th century . 144. $50.00 Sterling Silver Candlesticks. 3-3/4" high. Base stamped "WmRogers, Sterling, Reinforced Weighted". 145. $180.00 Christmas Globes. Three, each measuring 3-3/4" high. Amber, Green and orange. Chips at rim. :Missing wire hanger. German. Early 20th century. 146. $95.00 Candle Stick, Hog Scraper. 4-112" high x 5-1/2" wide at base. Pewter. dent~ and damage with overall discoloration.. 19th century. 147. $350.00 Stoneware. 14" high ovoidjng with handle. Stamped "Thep. S. Co. York, PA 2;" and decorated with cobalt floral design at front. 19th century. 148. $175.00 Stoneware Cro~ 9" high, Glazed interior and exterior. Cobalt floral decoration. 19th century. 149. $150.00 Candle Mold. 12 candle capacitY, 11" high, tapered form. Tin. 19th century. 150. $450.00 Slant Front Desk. 35" high x 38" wide x 22" deep. Interior with compartments. Rests on four turned legs. Finish is dry. Pine. 19th century. 151. $225.00 Mantle Clock. 26" high x 15-112" wide. Zinc dial painted white with black Roman numerals. Original paper label in case "Smith and Goodrich". Tablet on door is reverse painted and damaged. V ener loss to case. Ogee case. Late 19th century. 152. $575.00 Three Victorian Side Chairs. 33-3/4" high at back, 17" x 15" seat. Applied carved crest at back, Mustard colored velvet upholstery on seat, Squared tapered legs with carving at knee. Burl veneer. Victorian. c.1870-1890. 153. $275.00 Work Table, Empire Style. 28" high, 19" x 17-314" top with two 9" leaves. Two drawers Label inside top drawer reads: "This table is made of solid mahogany". Dove tailed construction, Rests 011 massive pedestal base. Mahogany. c.1930's. 154. $300.00 Marble Top Table. 28-l/2"high, 23-1/2" x 16-1/2" white marble top. Lyre shaped side supports, Shelf at base. Walnut frame. Victorian, c.1870-1890. 155. $250.00 Marble Top Table. 25-l/2" high, 24" x 17-1/2" oval white marble top. Carved walnut frame, Victorian, c.1870-1890. Page 21 of24 156. $225.00 Gate Leg Table. 29" high, 29-1/2" x 10-3/4" top with two 13-314" wide leaves. Turned legs with squared feet. Mahogany. 157. $375.00 Pair of Parlor Chairs. 36" high at back, 17-1/2" x 18" seat. Carved crest at back, Front legs turned with brass casters. Upholstered in mustard colored tufted velvet. Walnut frame. Victorian, c.1870-1890. 158. $175.00 Marble Top Table, CutDown. 18" high with 33" wide oval white marble top. Walnut frame is dIy. Victorian, c.1870-1890. 159. $125.00 Marble Top Table. 27" high with oval white marble top. Turned supports ending in carved bracket feet. One leg is broken. Walnut frame is dry. Victorian, c.1870-1890. 160. $200.00 Apple Butter Kettle with Base. Cauldron measures 18" high x 27" wide at top, Copper. 19th century. 161. $275.00 Wmdsor Style Rocking Bench. 28" high at back, 48" x 17" seat. Shaped armrests,-12 tapered spindles, Turned legs with stretcher. Holes at front of plank seat to COllvert to child's rocker. Re!11llllD.ts of old paint. 19th century. 162. $250.00 Parlor Arm Chair. 36" high at back, 20" x21" seat. Rococo style carved frame with French scroll legs. Upholstered in floral tapestry design upholstery, Back splat is tufted. Upholstery in poor condition with misshapen seat. Frame refinished in high gloss. 163. $225.00 Rocking Chair. 38" high at back, 14" x 14-112" seat. Painted black with rose decoration at crest and gold line decoration overall, Five spindle back, Plank: seat, turned legs ending in rockers. Late 19th century. 164. $425.00 Miscellaneous Contents of Basement, including: Tools, Copper boiler, Contemporary Chairs, Door with nine glass lites (ell.1:erior), Damaged porcelain, Damaged spongeware, Lamps. 363 BankBo1 165. $10.00 (#5) Gold Colored Chain. 16" length. Three small strand links with six larger squiggle connectors (probably brass). 166. $675.00 (#6) Wedding Band and Engagement Ring. Engagement Ring: Approximately .40 center stone. In Art Deco style platinum setting. Bent shenk ($450.00). Wedding Band: Thin with channel set rose-cut diamonds, Platinum. Both inscribed "PDL IFL, 11/30/33". ($225.00) 167. $125.00 (#7) Gold Wedding Ring, Wide yellow gold band. Marked "18k". Page 22 of 24 , 168. $80.00 (#8) Gold engagement ring with Diamond Chip. Rose cut diainond, Approximately .08 points. Yellow gold setting, Engraved with "CDL to 1\ID". 90 Bank Box 169. $225.00 (#12) Cameo. Approximately 2" x 1-314" oval. Bust of woman with dove, Yellow gold frame. 19th centuryclasp. 170. $690.00 (#2) Four Men's Pocket Watches. #1) Waltham, Open faced, Porcelain dial, Subsidiary seconds, Works signed "A.W.W. Co. Waltham, Mass, 15 Jewels". Yellow gold filled case. Not working. ($50.00) #2) Hamilton, Open faced. Porcelain dial, Subsidiary seconds, Yellow gold filled case, Works marked "Hamilton Watch Co, Lancaster, P A, 21 jewels" . Inscribed in case "Chas E. Force, 12 Ellzey Avenue, Pittsburgh #L". Working condition. Screw back case. ($225.00) #3) Waltham. Open face, Dress pocket watch, 14k case, Colonial series, Case marked "A.W.W.Co, Waltham, USA, Royal". Working condition, sluggish, but operating". 17 jewels". Engraved on exterior of case "PDL". . ($325.00) #4) Man's pocket watch, dial marked "Lever Bros, Ltd, NY". Demi hunter case, Works marked "Pat'd Dec 6,87". Gold filled case marked "14k Stiffened". Working condition. ($90.00) 171. $225.00 (#3) Woman's Pocket Watch with Chain. Ladies Pendant Watch, Yellow gold filled hunter's case, Works marked "Fabrique Electa, 17 jewels, Swiss ,;. Includes slide chain with Maltese cross-style slide with four cabochon opals. Working condition. 172. $450.00 (#4) Two Items Masonic Jewelry. Man's Pocket Watch Chain. With Masonic watch fob, 32.nd degree eagle with two attached crosses. Approximately 1-3/4" length. Inscribed 'lPenna, Consistory, S.P.RS. Valley of Pittsburgh, Nov 20, 1899". Allegheny Comrnandery #35KT, Charles Ed. Force". Gold with enameling ($125.00). Masonic Watch Fob. Approximately 3/4" length. Yellow and white gold, 32nd degree, with.15 point center diamond stone ($325.00). 173. $20.00 (#5) Child's Ring. Yellow Gold, Marked "10k", Marked with "M" or "W" inset in onyx. 174. $140.00 (#7) Chain with Pendant. Pendant measures 1-1/4" in length, Clear Lalique Page 23 of 24 glass with .12 point diamond accented by black glass,114k gold chain, Art Deco, Chainmeasutes 16". 175. $~15.00 (#8) Two Adult Rings. Man's ring, yellow 10k gold with red cabochon stone, Probably synthetic. ($90.00) Man's Ring, with square agate, yellow gold setting with carved sides ($125.00). 176. $85.00 (#9) Earrings, Screw back pendant, Approximately 1-1/4" long. Two pearls framed by yellow gold leaf and shell design. l4k. 177. $125.00 (#10) Garnet PinlPendant. Three part, approximately 2-1/2" length overall. 19th c. clasp, Garnets. 178. $95.00 (#l1)Ladie's Slide Chain. Oval slide, three seed pearls and one cabochon amethyst, gold filled. 179. $20.00 (#6) Five Items of Costume Jewelry) Including: One smaIl silver and turquoise ow~ 5/8" length. One Methodist attendance pin. One "!KE" political pinback, small. One costume jewelry Egyptian theme pin. One chrome filigree pin, oval. Books in Downstairs Office 180. $75.00 Book, "Ein Unparthenisches? Gesang Buch enthaltend Geistreiche Lieder und PsBlmen zum Ullgemeinen Gebraud des Bahren Gottesdienstes zuf Begehren derBruderschaft der Lieberbuchem Gesanunelt, Mit einem Drenfachen Register, Zwente berbefferte... Lalicaster, Gebrudt ben Georg und Peter Ulbrecht, 1808". 7-I/4" 4-1/4". Author: George and Peter Ulbrecht, Religious Book ofPsaIms. Leather bound. Fair to good condition, staining. c.1808. 181. $300.00 Contents of Library, 680 books. Including: Paperbacks, Hard bound, Novels, Educational, Fictional, Encyclopedias. $93.600.00 Total Page 24 of 24 REV-1510 EX.. (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Leedy, Paul D SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY FILE NUMBER 21-2002-0782 This schedule must be completed and filed if the answer to any of Questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERlY %OF ITEM INCLUDE THE NAfI/IE OF THE TRANSFEREE, THEIR RELATIONSHIP TO DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE NUMBE' DE:CE:DENT AND THE DATE OF TRANSFER. ATTACH A COPY OF THE VALUE OF ASSET INTEREST DEED FOR REAL ESTATE. IF APPUCABlE 1. Waypoint Bank - joint checking 3,519.00 100.00 3,519,00 0.00 established 8/8/2002 With Thomas F Leedy, son; Kathryn 0 Leedy, daughter-in-law Account number 0100259464 TOTAL (Also enter on line 7, Recapitulation) $ 0.00 (If more space is needed, insert additional sheets of same size.) 2W46AF2_000 ..l WaYRqipKt / LOOK FOR US. WE'LL GET YOU THERE 11/18/2002 BERNE SMITH 107 N 24TH ST ;AMP IDLL PA 17011 The information which you requested on the account(s) ofP AUL LEEDY ,ocial Security Number 091-26-0086) is/are as follows: lass of Account Jate Opened Principal Balance ccrued Interest Balance at Date of Death ,ccount Ownership ITO Name of Joint THOMAS iJwner, ifany LEEDY late Ownership 08/08/02 , istablished 100259464 CHECKING 08/08/02 3519.14 .12 3519.27 Account Number t<ATJiR'itJ OR ),,6[/)1 I.ccount Number Class of Account Date Opened 'rincipal Balance Accrued Interest "Balance at Date of Death Account Ownership Na.71e of Joint Owner, if any Date Ownership Was Established Additional J,..r."rmation tested jt;;;\/OU''S; KATfIY.tOu&J SENIOR SERVICES REP. PO. Box 1711. HARRISBURG. PENNSYLVANIA 17105-1711 . --- 'U.u__..,_ II ot:c o.::)CL "7C.A'::::\, 1t\J Vnca( ARt:A 717/815-4500 . www.waypointbank.com REV.1511 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX REiURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Leedy, Paul D FILE NUMBER 21-2002-0782 Debts of decedent must be reDorted on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Myers-Harner Funeral Home 9,220.00 Funeral Home Expenses B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions 48,000.00 Name of Personal Representative(s) Thomas F Leedy Social Security Number(s) I EIN Number of Personal Representative(s} Street Address 15720 Comus Road City Clarksburq State MD Zip 20871 Year(s) Commission Paid: 2002 and 2003 2. Attorney Fees Name: S Berne Smi th 13,000.00 3. Family Exemption: (If decedent's address Is not the same as claimant's, attach explanation) 0.00 Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 0.00 5. Accountant's Fees Name: Waggoner, Frutiger & Daub CPAs 15,000.00 6. Tax Return Preparer's Fees 0.00 7. Register of Wills - Probate of will 939.00 8 Waypoint Bank - Safe deposi t bax rental 35.00 9 Mark Hilbert & Associates - Appraisal of house 275.00 1D PP&L Electric and UGI Gas - Direct withdrawals from 91.00 M&T Bank for utilities 11 Pennsylvania American Water Co - direct withdrawal 40.00 for water services ~ota~ ~rom con~~nuat~cn pages.... H,~UI.UU TOTAL (Also enter on line 9. Recapitulation) $ 100,907.00 2W46AG 2.000 (If more space is needed, insert additional sheets of same size) Estate of: Leedy, Paul D Schedule H, Part B -- Administrative Costs Item No. Description 12 Chris Gale - Grass, snow service 13 Verizon Telephone 14 Schultz's Landscaping - Cutting, triming, weeding and cleanup of the personal residence 15 Chris Gale - For moving books off attic 16 Accordia Northeast, Inc. - Homeowner's Insurance acct 0037209820 17 PPL Electric Utilities 18 Cordier Antiques and Fine Arts - Appraisal of House con ten ts 19 Bank service charge 20 UGI Gas Service 21 ADT - Alarm service 22 Pennsylvania American Water Co 23 Verizon Telephone 24 PPL Electric Utilities 25 UGI Gas Service 26 Pennsylvania American Water Co 27 Thomas Leedy - Reimbursement for miscellaneous administrative expenses - per attached schedule 28 PPL Electric Utilities 29 Pennsylvania American Water Service TOTAL. (Carry forward to main schedule) Page 2 21-2002-0782 Amount 20.00 58.00 1,100.00 60.00 681.00 59.00 1,125.00 3.00 69.00 77.00 82.00 33.00 39.00 83.00 44.00 3,266.00 52.00 39.00 6,890.00 Estate of: Leedy, Paul D Schedule H, Part B -- Administrative Costs Item No. Description 30 Verizon Telephone 3l UGI Gas Service 32 ADT - Alarm service 33 Verizon Telephone 34 Moffitt - Smith - Appraisal of II household items 35 PPL Electric Utilities 36 Rich Owen - Truck rental 37 Pennsylvania American Water Service 38 UGI Gas Service 39 Blizzard's Plumbing and Heating - Home repairs to furnace 40 PPL Electric Utilities 41 Verizon Telephone 42 Pennsylvania American Water Service 43 UGI Gas Service 44 ADT - Alarm service 45 ADT - Alarm service 46 Verizon Telephone 47 Penn Waste, loc - trash 48 Chris Gale - Grass and snow service TOTAL. (Carry forward to main schedule) Page 3 21-2002-0782 Amount 45.00 348.00 51. 00 45.00 530.00 49.00 317.00 42.00 152.00 103.00 62.00 45.00 34.00 359.00 26.00 26.00 47.00 41. 00 50.00 2,372.00 Estate of: Leedy, Paul D Schedule H, Part B -- Administrative Costs Item No. Description 49 Borough of Camp Hill - Sewer bill 50 PPl Electric Utilities 51 Pennsylvania American Water Co 52 AT&T Wireless 53 Waypoint Bank - Check charqes 54 UGI Gas Service 55 ADT - Alarm Service 56 Verizon Telephone 57 PPL Electric Utilities 58 Allied Van Lines Co - moving furniture from Camp Hill, PA to Clarksburg, VA 59 AT&T Wireless 60 Pennsylvania American Water Co 61 Miohael W Harling - Real estate taxes 62 UGI Gas Service 63 ADT - Alarm service 64 Verizon Telephone 65 Chris Gale - Grass outting 66 Tom Leedy, Executor - reimbursement for administrative expenses per schedule attached TOTAL. (Carry forward to main schedule) . . . Page 4 21-2002-0782 Amount 60.00 57.00 19.00 5.00 21. 00 143.00 26.00 45.00 42.00 1,373.00 37.00 15.00 762.00 174.00 26.00 45.00 50.00 2,145.00 5,045.00 Estate of: PaulO Leedy Payee Neil Osmun Catalano's Restaurant Perkins Family Restaurant Panera Fee for Opening Grave Paneta Lowe's Giant Food Clarksburg Post Office Pizzerina Uno Clarksburg Post Office Giant Food Perk.ins Family Restaurant Ground Round Paners Home Depot Giant Food Red Robin Home Depot Ground Round Red Robin Giant Food Camp Hill Diner Panera Panera Clarksburg Post Office Staples Carlisle Diner Giant Food Giant Food Davenport's (tallsn Oven The Peppermill Restaurant Home Depot Karn's Grocery Store Perkins Famlly Restaurant Clarl<sburg Post Office Giant Food Red Robin Ollve Garden Home Depot Red Robin Staples Clarksburg Post Office Clarksburg Post Office Giant Food Giant Food Red Robin Giant Food Perkins Family Restaurant Hepfer's True Value Hardware Store Red Robin Speedy Market US Postal Service Giant Food Perkins Family RestaU1'8nt Red Lobster Restaurant Applebee's Restaurant Roy Rogers Speedy Market Red Lobster Restaurant Item No. 21 Reimbursement taken from Waypoint Bank to First Union - Check #521 December 13, 2002 for $3265.71 F:\Data Files\Leedy, Paul (Estate)\Banking.XLS Schedule H. Part 8 ~ Administrative Expenses 21.2002-ll782 Date 7 -Aug-02 19-Aug~02 20-Aug-02 20-Aug-02 21-Aug~02 21-Aug-02 22-Aug-02 22.Aug-02 n-Aug-02 24-Aug-02 26-Aug.02 < 27 -Aug-02 27 -Aug.02 28-Aug.OZ 29-Aug-02 30-Aug-02 31~Aug-02 3 t -Aug-02 2-Sep-02 3-Sep-02 1-Sep-02 B-Sep-02 9-Sep-02 10-Sep-02 1D-Sep-02 12~Sep-02 12~Sep~02 15-Sep~02 15-Sep-02 15-Sep-02 16-Sep-02 17-Sep-02 19-5ep-02 28-Sep-02 29-Sep-02 29-Sep-02 5-0ct-02 5-0ct-02 B-Oct-02 10-0ct-02 13-0ct-02 15~Oct-02 17-0ct-02 22-0ct-02 30-0ct-02 31-0ct.02 1-Nov-02 7 -Nov-02 8-Nov-02 8-Nov-02 9-Nov-02 9-Nov-02 13~Nov-02 16-Nov-02 16-Nov.02 17-Nov-02 18-Nov-02 18-Nov-02 23-Nov-02 24-Nov-02 Total = Amount For Carpentry and Painting on Dad's House. i st $1,629.00 Union Ck#4449 $30.16 Dinner $23.03 Lunch $13.44 Dinner $500.00 Fee for opening grave (Equity line) $27.75 Dinner $63.80 Trash Bags $17.65 Food $13.65 Certificates to Raymond James $20.02 Dinner $OA9 Information to S. Berne Smith $15.75 Food $22.24 Dinner $27.46 Dinner $14.10 Lunch $31.97 Trash Bags $20.51 Food $22.22 Dinner $23.05 Trash Saga $31.37 Dinner $22.01 Dinner $17.77 Food and Cleaning Supplles $25.75 Dinner $14.52 Lunch $14.52 Lunch $1.43 Information to Tim Waggoner $23,25 Filing and Mailing Supplies $19,81 Dinner $21,12 Food $18.50 Food $24.20 Dinner $16.21 Dinner $26.72 Trash Bags $11.93 Food $19.86 Dinner Redemption for American Express Traveler's $4.88 Checks $10.21 Food $19.79 Dlnner $29.37 Dinner $13.61 Lock. for Garden Shed $20.01 Dinner $2.76 Copies of house appraisal $3.04 Information to Tim Waggoner $1.98 Information to Tim Waggoner $14.97 Food $25.32 Food $20.32 Dinner $55.20 Food $19.42 Dinner $3A9 Red Plastic Gasoline Can $37.56 Dinner $1.56 Gasoline $16.60 Posta{l8, IRS, Waggonner and Smith $18.26 Food $24.12 Dinner $23.08 Dinner $16.76 Dinner $9.09 Lunch $19.58 Gasoline $29A4 Dinner $3,265.71 10f2 Estate of: PaulO Leedy Payee Giant Food Red Robin Staples Giant Food Giant Food Fager Red lobster Panera Giant Food Giant Food Panera Sunoco Red Robin Clarksburg Post Office Panera Termlnix Rutter's Panera Sunoco Sunoco Panera Giant Food Travel 24 times (200 miles round trip) (O.36/mile - $112.34 gasoline (above)) Item No. 66 Reimbursement taken from Waypoint Bank to First Union - Check #566 May 12, 2003 for $2145.38 F:\Data Files\leedy, Paul (Estate)\Banking.XlS Schedule H, Part B - Administrative Expenses 21-2002-0782 Dale Various 17 -Dec-02 18~Dec-02 7 -Jan-03 B-Jan-03 9-Jan-03 10-Jan-03 10-Jan-03 12-Jan-03 12-Mar-03 12-Mar-D3 12-Mar-03 13-Mar-03 13-Mar-03 17-Mar-03 20-Mar-03 22-Mar-03 27-Mar-03 27-Mar-03 7-Apr-03 7 -Apr-03 16-Apr-03 16-Apr-03 Total = Amount $22.28 Food $38.84 Food $16.25 Tape, Wrapping Materials $18.20 Food $17.00 Gasoline $3.31 Plumbing Supplies $23.08 Food $14.10 Food $7.87 Food $35.29 Food $14.10 Food $23.00 Gasoline $20.01 Food $3.85 Information to Tim Waggoner $35.90 Food Termite Protection - Ran out of checks at $136.53 Waypoint Bank - used First Union Check #4575 $15.00 Gasoline $12.70 Food $16.70 Gasoline $19.50 Gasoline $15.19 Food $21.02 Food $1,615.66 $2,145.38 2 of 2 REV-1512 EX. (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Leedy, Paul D SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21-2002-0782 Include unrelmbursed medical exoenses. ITEM NUMBER DESCRIPTION AMOUNT 759.00 7.00 93.00 423.00 429.00 35.00 50.00 30.00 26.00 36.00 27.00 17.00 46.00 16.00 86.00 15.00 1. First USA Bank, NA - Credit card 2 Dr William Shaffer - Medical bill 3 Verizon Telephone - July 4 State Farm Insurance - Auto insurance for 6 months 5 Neil Osmun - Home repair painting cabinet 6 Chris Gale - Grass and Snow service for July 7 Robert W Sips - Home repair 8 Main Street Direct - black Lacquer pen and pencil set 9 York Waste Disposal Inc - Trash for July 10 North Shore Agency - Audio Books past due notice 11 ADT - Alarm service for July 12 First USA Bank, NA - VISA card payment 13 Verizon Telephone - August 14 Presbyterian Medical Center - Medical 15 PPL Electric Utilities - August billing 16 2002-2003 Personal Tax Notice Michael W. Harling - Bill 2864 17 2002-2003 Real Estate Tax Notice Michael W. Harling - Bill 1596 2,026.00 18 York Waste Disposal, Inc - Trash for August 2.00 19 Borough of Camp Hill - Sewer Bill Acct #001610 60.00 20 Pulmonary and Critical Care Medicine Association Acct 37228 26.00 Total from continuation pages.... 2W46AH2.000 TOTAL (Also enter on line 10, Recapitulation) (If more space is needed, insert additional sheets of the same size) $ 18,140.00 22,353.00 Estate of: Leedy, Paul D Schedule I Page 2 21-2002-0782 Debts of Decedent, Mortgage Liabilities & Liens Item No. Description Value at Date of Death 21 UGI Utilities, lnc - Gas service for July and August 8.00 22 Bank One Visa Credit Card Acct# 4246 3112 7574 0584 947.00 23 United States Treasury - 1040X for 2001 tax return 4,536.00 24 United States Treasury - 1040 for 2002 tax return 11,494.00 25 PA Dept of Revenue - PA40 for 2002 tax return 1,155.00 TOTAL. (Carry forward to main schedule) 18,140.00 REV-1513 EX+ (g-OO) SCHEDULE J BENEFICIARIES COMMONWEAL TI-l OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Leed" NUMBER I. Paul D 1. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (aJ (1.2)1 Leedy, Thomas F 15720 Camus Road Clarksburg, MD 20871 FILE NUMBER 21 2002-0782 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Son AMOUNT OR SHARE OF ESTATE 1,252,948.00 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 16, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS, A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 2W46AI1,OOO 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART 11 - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET (If more space is needed, insert additional sheets of the same size) $ 0.00 Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717) 240-6345 Date: 7/08/2004 SMITH S BERNE ESQ 107 N 24TH ST CAMP HILL, PA 17011-3602 RE: Estate of LEEDY PAUL D File Number: 2002-00782 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 8/19/2004 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone:(717) 240-6345 Date: 7/08/2004 LEEDY THOMAS F 15720 COMUS ROAD CLARKSBURG, MD 20871 RE: Estate of LEEDY PAUL D File Number: 2002-00782 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 8/19/2004 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Counsel Judge S. BERNE SMITH Attorney-at-Law 107 N. 24e~ Street Camp Hill, PA 17011-3602 PHONE: (717) 737-6789 FAX: (717) 737-6783 November 22, 2003 In re: Paul D. Leedy; DOD August 19, 2002; SS# 091-26-0086 PA File No. 21-02-0782; File 2002-00782 EIN: 27-6006393. My File: 188001 Register of Wills Courthouse 1 Courthouse Square Carlisle, PA 17013-3387 Dear Register: Enclosed is Status Report Under Rule 6.12, reflecting that the Estate of Paul D. Leedy, Deceased, is now closed. No family agreement is being submitted, because the Executor was the only beneficiary. We understand that there is no filing fee for the Status Report. if anything further is required, please advise. Thank you for your attention to this matter. I have appreciated the fine help of the staff in settling the Estate. They do an excellent job. Sincerely yours, S. Berne Smith cc: Thomas F. Leedy, Executor (w/Enc.) STATUS REPORT UNDER RULE 6.12 Name of Decedent: PAUL D. LEEDY Date of Death: August 19, 2002. WillNo. 2002-0782 Admin. No. 21-03-0782 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: Not applicable. 3. If the answer to No. 1 is Yes, state the following: A.Did the personal representative file a final account with the Court? Yes No X (if any) for the personal representative's account is: B. The separate Orphans' Court No. Not applicable. Co interest? Yes X Did the personal representative state an account informally to the parties in 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 attacked to this report. Date: November 22, 2003 Signature S. Berne Smith, Esq. Name (Please type or print) Address: 107 N. 24th Street Camp Hill, PA 17011-3602 Telephone No. 717-737-6789 Capacity: __Personal Representative __X Counsel for personal rePresentative ~~ ~/ -'~ iL-- STATUS REPORT UNDER RULE 6.12 Name of Decedent: PAUL D. LEEDY Date of Death: August 19, 2002. U :~ Will No. 2002-0782 Admin. No. 21-0'3-0782 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: Not applicable. 3. If the answer to No. 1 is Yes, state the following: A. Did the personal representative file a final account with the Court? Yes No X B. The separate Orphans' Court No. (if any) for the personal representative's account is: Not applicable. 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 attacked to this report. Date: November 22, 2003 Signature S. Berne Smith. Escl. _ Name (Please type or print) Address: 107 N. 24th Street Camp Hill, PA 17011-3602 Telephone No. 717-737-6789 Capacity: Personal Representative XCounsel for personal representative BUREAU OF INDIVIDUAL TAXES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX UIVISIDN nePT. 2sobal HARRISBURG, PA 17128-U601 NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER REV-736 E% AFP (03-02) ~c~'" ~_ DATE 03-15-2004 -;t= - ESTATE OF LEEDY PAUL D DATE OF DEATH 08-19-2002 FILE NUMBER Z1 02-0782 `(~:~ j { .; ~ ~= ~,; ~OUNTY ~ CUMBERLAND THOMAS F LEEDY ~ ACN 202 15720 COMUS RD CLARKSBURG Amount Remitted MD 208iii~ : f,~„- ; . MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this fora with your tax payment. CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR FILES -~ ---------------------------------------------------------------------------------------------------------------- REV-736 EX AFP (01-02) ~~ NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER ~~ ESTATE OF LEEDY PAUL D FILE N0.21 02-0782 ACN 202 DATE 03-15-2004 ESTATE TAX DETERMINATION 1. Credit For State Death Taxes as Verified Z. Pennsylvania Inheritance Tax Assessed 53,563.85 (Excluding Discount and/or Interest) 3. Inheritance Tax Assessed by Other States .00 or Territories of the United States (Excluding Discount and/or Interest) 4. Total Inheritance Tax Assessed 5. Pennsylvania Estate Tax Due 6. Amount of Pennsylvania Estate Tax Previously Assessed Based on Federal Estate Tax Return 7. Additional Pennsylvania Estate Tax Due TAX CREDITS: 36,611.00 53,563.85 .00 .00 .00 PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID *IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALGULATION OF ADDITIONAL INTEREST. TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 (IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phane:(717) 240-6345 Date: 7/08/2004 SMITH S BERNE ESQ 107 N 24TH ST CAMP HILL, PA 17011-3602 RE: Estate of LEEDY PAUL D File Number: 2002-00782 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 8J19/2004 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone:(717) 240-6345 Date: 7/08/2004 LEEDY THOMAS F 15720 COMUS ROAD CLARKSBURG, MD 20871 RE: Estate of LEEDY PAUL D File Number: 2002-00782 Dear SirjMadam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET N0. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 8/19/2004 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Counsel Judge S. BERME SMITH Attorney-at-Law 107 N. 24"` Street Camp Hill, PA 17011-3602 PHONE: (717) 737-6789 FAX: (717) 737-6783 November 22, 2003 In re: Paul D. Leedy; DOD August 19, 2002; SS# 091-26-0086 PA File No. 21-02-0782; File 2002-00782 EIN: 27-6006393. My File: 188001 Register of Wills Courthouse 1 Courthouse Square Carlisle, PA 17013-3387 Dear Register: Enclosed is Status Report Under Rule 6.12, reflecting that the Estate of Paul D. Leedy, Deceased, is now closed. No family agreement is being submitted, because the Executor was the only beneficiary. We understand that there is no filing fee for the Status Report. If anything further is required, please advise. Thank you for your attention to this matter. I have appreciated the fine help of the staff in settling the Estate. They do an excellent job. ^ Sincerely yours, i- S. Berne Smith cc: Thomas F. Leedy, Executor (w1Enc.) S. BERME SMITH Attorney-at-Law 107 N. 24"' Street Camp Hill, PA 17011-3602 PHONE: (717) 737-6789 FAX: (717) 737-6783 July 11, 2004 In re: Paul D. Leedy; DOD August 19, 2002; SS# 091-26-0086 PA File No. 21-02-0782; File 2002-00782 EIN: 27-6006393. My File: 188001 Ms. Glenda Farner Strasbaugh Register of Wills Courthouse 1 Courthouse Square Carlisle, PA 17013-3387 Dear Register: ,~,~Wl~ ~~~, .~ With respect to your letter of July 8, 2004, concerning filing of the Status Report under Rule 6.12, please be advised that this report was filed in November of 2003. Apparently it did not reach your file, so we are enclosing another copy of the prior filing and letter, reflecting that the Estate of Paul D. Leedy, Deceased, is closed. No family agreement was submitted, because the Executor was the only beneficiary. We understand that there is no filing fee for the Status Report. Please let the Judge know that this matter was taken care of in timely fashion. If you have any questions, please contact me. Thank you for your attention to this matter. ~mcerely yours, ,/) ,~ ~_ ~_~. <~ S. Berne Smith cc: Thomas F. Leedy, Executor STATUS REPORT UNDER RULE 6.12 Name of Decedent: PAUL D. LEEDY Date of Death: August 19, 2002. Will No. 2002-0782 Admin. No. 21-03-0782 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes _X_ No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: Not applicable. 3. If the answer to No. 1 is Yes, state the following: A. Did the personal representative file a final account with the Court? Yes No _X B. The separate Orphans' Court No. (if any) for the personal representative's account is: Not applicable. 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 attacked to this report. Date: November 22, 2003 /f r` Signature S. Berne Smith, Esq. Name (Please type or print) Address: 107 N. 24th Street Camp Hill, PA 17011-3602 Telephone No. 717-737-6789 Capacity: Personal Representative _X_Counsel for personal representative _~~ C~~ " ~~~~ January 9, 2008 Register of Wills & Clerk of Orphans' Court 1st floor in the Courthouse 1 Courthouse Square Carlisle, PA 17013 I am requesting two copies ofi a Short Certificate for the estate of my father, Paul D. Leedy, who resided at 215 South 15th Street, Camp Hill, PA until his death on August 19, 2002. I understand that the fee for such Certificates is $4.00 each as of the latest schedule posted on your website (Cumberland County; March, 2006 Register of Wills, Fee Schedule}. Enclosed is a check for $8.00 along with aself-addressed, stamped envelope for your use. If there are questions on this matter, please feel free to call me at (301) 972-2376 or email me at leedyt c _aol.com. Thank you for your attention to his matter. `~.-~- Thomas Leedy 15720 Comus Road Clarksburg, MD 20871 ~~ ..~~ ~4~ ~ ~ ~~~~~ ~~ Encl: Copy of Short Certificate Issued August 29, 2002 Fee Schedule -Cumberland County Self-address Envelope Check #5648 for $8.00 ~~ ~, COMMONWEALTH OF PENNSYLVANIA BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. 280601 NOTICE OF DETERMINATION AND HARRISBURG, Pa 17128-oeol ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN REV-4B5 E% ~FP coi-os~ R(,~~r.. - ~ DATE 03-08-2004 . _ ' ESTATE OF LEEDY PAUL D ~~~ DATE OF DEATH 08-19-2002 _~ r .~,~~ FILE NUMBER 21 02-0782 ~ ~~ ~ ~` ~~ ' ~ ~ COUNTY CUMBERLAND THOMAS F LEEDY ACN 201 15720 COMUS RD Amount Remitted CLARKSBURG MD 20~7I' MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this fora with your tax payment. CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR FILES ~ ---------------------------- REV-483 EX AFP CO1-03) ------------------------------------------------------------------------------------ ~x NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX SASED ON FEDERAL ESTATE TAX RETURN ~~ ESTATE OF LEEDY PAUL D FILE N0.21 02-0782 ACN 201 DATE 03-08-2004 ESTATE TAX DETERMINATION 1. Credit For State Death Taxes as Verified 2. Pennsylvania Inheritance Tax Assessed (Excluding Discount andfor Interest) 3. Inheritance Tax Assessed by Other States or Territories of the United States (Excluding Discount and/or Interest) 4. Total Inheritance Tax Assessed 5. Pennsylvania Estate Tax Due TAX CREDITS: 36,b11.00 53,563.85 .00 53,563.85 .00 PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID *IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 (IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REQUIRED IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~/ ~- ~~ ~J BUREAU OF INDIVIDUAL TAXES INHERITANCE 7AX DIVISIDN DEPT. 280601 HARRISBURG, PA 17128-0601 THOMAS F LEEDY 15720 COMUS RD CLARKSBURG MD 20871 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT REV-1607 E% AFP (D1-B57 DATE 07-28-2003 ESTATE OF LEEDY PAUL D DATE OF DEATH 08-19-2002 FILE NUMBER 21 02-0782 `'?-' ~-' ~~~' COUNTI~' CUMBERLAND ACN 101 Amount Remitted ,:. MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this fora with your tax payment. CUT ALONG_ THIS LINE __-___ RE_TAIN LOWER PORTION FOR YOUR RECORDS __-~ ____________________ REV-1607 EX AFP (01-03) ~** INHERITANCE TAX STATEMENT OF ACCOUNT ~~~ ESTATE OF LEEDY PAUL D FILE N0. 21 02-0782 ACN 101 DATE 07-28-2003 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SNOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 06-30-2003 PRINCIPAL TAX DUE: PAYMENTS (TAX CREDITS): 56,383.00 PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID 11-13-2002 CD001844 2,819.15 54,000.00 07-09-2003 REFUND .00 436.15- TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. * IF PAID AFTER TNIS DATE, SEE REVERSE I TOTAL DUE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. TF TOTAL DUE IS REFLECTED A5 A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS, l 56,383.00 .00 .00 .00 C'l - _~ `' BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 THOMAS F LEEDY 15720 COMUS RD CLARKSBURG COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REY-1547 EX AFP [O1-OS7 ~.:.. , DATE 06-30-2003 ESTATE OF LEEDY PAUL D DATE OF DEATH 08-19-2002 •Oj 1{.ii~f ~~ ~"~ ~~FILE NUMBER 21 02-0782 COUNTY CUMBERLAND ACN 101 Cd ": Arrount Remitted MD 208};t~ ; .` ~ ._. _ , MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS -~ ---------------------------------------------------------------------------------------------------------------- REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF LEEDY PAUL D FILE NO. 21 02-0782 ACN 101 DATE 06-30-2003 TAX RETURN WAS: (X) ACCEPTED A5 FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 249, 050.00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2) 840, 954.00 credit to your account, 3. Closely Held StocktPartnership Interest (Schedule C) [3) .00 submit the upper portion 4. Mortgages/Notes Receivable (Schedule D) (4) .00 of this fora with your 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) [5) 286, 204.00 tax payment. 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 8. Total Assets 18) 1,376,208.00 APPROVED DEDUCTIONS AND EXEMPTIONS: 100,907.00 4. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) [9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (30) 22.353.00 11. Total Deductions [11) 123.260.0 12. Net Value of Tax Return (12) 1,252,948.00 13. Charitable/Governmental Bequests; Non-elected 4113 Trus ts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax 114) 1,252,948.00 NOTE: If an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) •00 X 00 = .00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 1,252,948.00 X 045. 56,383.00 17. Amount of Line 14 at Sibling rate (17) .00 X 1 2 .00 18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 - .00 19. Principal Tax Due 11q)= 56,383.00 TeY roenrrc. DATE NUMBER INTERESTIPEN PAID (-) AMOUNT PAID 11-13-2002 CD001844 2,819.15 54,000.00 TOTAL TAX CREDIT 56,819.15 BALANCE OF TAX DUE 436.15CR INTEREST AND PEN. ,00 TOTAL DUE 436.15CR * IF PAID AFTER DATE INDICATED, SEE REVERSE [ IF TOTAL DUE IS LESS THAN Sl, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)