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HomeMy WebLinkAbout12-08-11707, ~ ~ ~~ ~~ DECEDENT'S ESTATE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COUR.'T DIVISION RHEA L. LEDEBOHM ESTATE OF DECEASl~ ~~ ~' -,,._ - o ~, r z~ No. 21-10-1179 ..~~ ~~... rF+r _ ~~~, " ~ 37 ~~ iX3 f T~ C7 ~ ..TM ~~. PETITION FOR ADJUDICATION ! '~ ~ ~ ~, ~ STATEMENT OF PROPOSED DISTRIBUTION -- PURSUANT TO Pa. O.C. Rule 6.9 This form may be used in all cases involving the Audit of the Account of a Decedent's Estate. If space is insu,~cient, riders may be attached Attach the spouse's election, if any; the papers required under items 8-19 inclusive; and arty instrument pertinent to the adjudication. INCL UDE ATTACHMENTS AT THE BAC% OF THIS FORM. Name of Counsel: L. Rene Lieux, Esquire Supreme Court LD. No.: &4906 Name of Law Firm: BYbeI Rutledge LLP Address: 101? Mumma Road, Suite 302, Lemoyne,-PA 17043 Telephone: (717) 731-1700 Fax:~~ '~ ~ - 205 - Fo,~ oc o~ ,~ to.~s.o6 Page 1 of 10 Estate of RHEA L. LEDEBOHM Deceased 1. Name(s) and address(es) of Petitioner(s): Name: ~~~ H. Bailey, III, Executor Ad~ess: 3820 Centerfield Road Harrisburg, PA 17109 Identify any executors or administrators who have not joined in the Petition for Adjudication and Statement of Proposed Distribution and state reason: Is this the first accounting by this fiduciary? ..................... ®Yes ^ No If not, identify prior accountings, the accounting periods covered, and the date of adjudication of the prior accounting. 2. Decedent died on November 24, 2010 ® Letters Testamentary or ^ Letters of Administration were granted to Petitioner(s) on Date of Will (if applicable): July 6, 2010 - - - -- Dates} of Codicil(s) (if applicable): N/A Date of probate (if di, f,~erent from date Letters granted): Was a bond required? (Yes ®No If yes, state amount: Are proofs of advertising of the grant of Letters attached? ......... ®Yes ©No Dates of advertising of the grant of Letters: 12/20/2010, 12/24/2010, 12/27/2010, 12/31/2010, 1/3/2011, and 1/7/2011 Farm OC-01 rev. ]0.13.06 Page 2 of 10 Estate of RHEA L. LEDEBOHIVI Deceased 3. Was decedent survived by a spouse? ............................. ^ Yes ~ No If yes, name of the surviving spouse: 4. Has the surviving spouse filed to take an elective share? ............. ^Yes ^ No (See Section 2201 et ~gq. of the Probate, Estates artd Fiduciaries Code) If yes, date of election: 5. In the case of an intestacy, state the names of the decedent's surviving children or surviving issue of deceased children (if none, so state): None 6. Did decedent marry after execution of Will or Codicil(s)? ........... ^ Yes ®No Were any children bom to decedent after execution of Will or Codicil(s)? ........................................... ^ Yes m No If yes, give names and dates of birth: Name: Date of Birth: 7. If required by the Medical Assistance Estate Recovery Act, b2 P.S. § 1412, was a request for a statement of claim sent to the Department of Public Welfaze? .............................. ®Yes ~ No Fa~-e OC-0I rev. 10.13.06 Page 3 of 10 Estate of RHEA L. LEDEBOHM Deceased 8. Written notice of the Audit as required by Pa. O.C. Rules 6.3, 6.7 and 6.8 has been or will be given to all parties in interest listed in item 9 below, all unpaid creditors and all claimants listed in item 10 below. In addition, notice of any questions requiring Adjudication as discussed in item 14 below has been or will be given to all persons affected thereby. A. If Notice has been given, attach a copy of the Notice as well as a list of the names and addresses of the parties receiving such Notice. B. If Notice is yet to be given, a copy of the Notice as well as a list of the names and addresses of the parties receiving such Notice shall be submitted at the Audit together with a statement executed by a Petitioner or counsel certifying that such notice has been given. C. If any person entitled to Notice is not sui juris (e.g., minors or incapacitated persons), Notice of the Audit has been or will be given to the appropriate representative on such party's behalf as required by Pa. O.C. Rule 5.2. D. If any charitable interest is involved, Notice of the Audit has been or will also be given to the Attorney General as required under Pa. O.C. Rule 5.5. In addition, the Attorney General's clearance certificate (or proof of service of Notice and a copy of such Notice) must be submitted herewith or at the Audit. 9. List all parties (charitable and non-charitable) of whom Petitioner(s) has/have notice or knowledge, having or claiming any interest in the estate as beneficiaries under the Will or Codicil(s) or as intestate heirs if there is a complete or partial intestacy: A. State each party's relationship to the decedent and the nature of each party's interest(s): Fa-~-, OC-0I rev. 10.13.06 Page 4 of 10 Estate of RHEA L. LEDEBOHIVI Deceased B. Identify each party who is not sui juris (e.g., minors or incapacitated persons). For each such party, give date of birth, the name of each Guardian and how each Guardian was appointed. If no Guardian has been appointed, identify the next of kin of such party, giving the name, address and relationship of each. N/A C. State why a Petition for Guardian/Trustee Ad Litem has or has not been filed for this Audit (~ Pa. O.C. Rule 12.4). NiA D. If distribution is to be made to the personal representative of a deceased party, state date of death, date and place of grant of Letters and type of Letters granted. N/A Forne OC-01 sev 10.13.06 Page 5 of 10 Estate of 1tHEA L. LEDEBOHIVI _ Deceased 10. Other than the claim for the family exemption, list the names of all known claimants and the amount of their claims and state whether each claim is admitted. Name and Address of Sack Claimant Amount of Claim Claim Admitted? Witt Claim Be Pakf In Full? None Yes ^Yes ~No ^No ^Yes (~ Yes [3No ^ No ^Yes ^Yes ~No ^ No ^Yes ^Yes ^No ^No If the estate is insolvent, attach a schedule setting forth the order of preference under 20 PaC.S. § 3392 and the proposed payments. 11. Was family exemption claimed? ................................ ^Yes mNo Was family exemption allowed? ................................ ^Yes mNo Family exemption claimant's name and relationship: Name: Relationship: Fom OG01 rev 10.13.06 Page 6 of 10 Estate of RHEA L. LEDEBOHM Deceased 12. The amount of Pennsylvania Transfer Inheritance Tax and additional Pennsylvania Estate Tax paid, the date(s) of payment(s), and the interest(s) upon which paid, are as follows: ~~ Payment Interest 2/7/2011 See attached. 93,910.46 All 13. On the date of death, was the decedent a fiduciary (personal representative, trustee, guardian, agent under power of attorney) or surety on the bond of a fiduciary? ................... ^ Yes m No If yes,. provide the name of the estate, indicate whether an account has been filed and confirmed absolutely and all awards performed, or, in the alternative, how the decedent's estate will be discharged for the decedent's fiduciary administration of the estate. 14. A. Describe in detail any questions requiring adjudication and state the position of the Petitioner(s) as to each question: NIA B. Has notice of the question requiring adjudication been given to the parties identified in Paragraph 9 above? .................. ^ Yes ^ No 15. If Petitioner(s) has/have knowledge that a share has been assigned, renounced, disclaimed or attached, provide a copy of the assignment, renunciation, disclaimer or attachment, together with any relevant supporting documentation. F~ OC-0I „~ 10.13.06 Page 7 of 10 Estate of RHEA L. LEDEBOHM ~~ 16. Had the decedent been adjudicated an incapacitated person? .......... ^Yes ®No If yes, attach a copy of the Order if available; otherwise state the Court, term, number, date, and name of Hearing Judge. 17. A. List or attach a separate list of additional receipts and disbursements since the closing date of the Account. N/A B. Has notice of the additional receipts and disbursements been given to the parties identified in Paragraph 9 above? ............. ^Yes ^ No 18. If a reserve is requested, state amount and purpose. Amoiorr: 20,000.00 p''~~ IRS Estate Income Tax and unknown contingencies. If a reserve is requested for counsel fees, has notice of the amount of fees to be paid from the reserve been given to the - parties in interest? ........... ~ ............................ ®Yes ^No If so, attach a copy of the notice. NiA 19. is the Court being asked to direct the filing of a Schedule of Distribution? .......................... Yes mNo As to real estate only? ........................................ QYes ®No Fon„ oc-~~ ,~. l0.~3.06 Page 8 of 10 Estate of RHEA L. LEDEBOHM Deceased Wherefore, your Petitioner(s) ask(s) that distribution be awarded to the parties entitled and suggest(s) that the distributive shares of income and principal (residuary shares being stated in proportions, not amounts) aze as follows: A. Income: Proposed Dlserib~tee(sJ Amou+st/Proportion See attached B. Principal: Proposed Dtsdibutee(sJ Amount/Proportion See attached Submitted By: (AU petitioners must sign. Add additional lines if necessary): e of Petitioner: James H. Bailey, III, Executor Name of Petitioner: Foy oc-o~ „ev. 10.13.06 Page 9 of 10 STATEMENT OF PROPOSED DISTRIBUTION TO BENEFICIARIES A. INCOME James H. Bailey, III 7/20' or 35% of the residue Karl M. Ledebohm 4/20x' or 20% of the residue Kathryn Sullivan 2/20x' or 10% of the residue Robert Bender 2/20' or 10% of the residue Wilmer Bender 2/20' or 10% of the residue Charles Bender 1/20x' or 5% of the residue David Bender 1/20' or 5% of the residue Bryon Bender 1/20a' or 5% of the residue B. PRINCIPAL James H. Bailey, III 7/20' or 35% of the residue Kazl M. Ledebohm 4/20' or 20% of the residue Kathryn Sullivan 2/20' or 10% of the residue Robert Bender 2/20` or 10% of the residue Wilmer Bender 2/20' or 10% of the residue Chazles Bender 1 /20~' or 5% of the residue David Bender 1 /20~' or 5% of the residue Bryon Bender 1/20a' or 5% of the residue PROOF OF PUBLICATION OF NOTICE 1N CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss. Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the .County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as. the official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been regulaziy issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regulaz editions and issues of the said Cumberland Law Journal. on the following dates, viz: December 24. December 31 2010 and Jan 7 2011 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the.foregoing statements as to time, place and chazacter of publication are true. Editor- ia~t.llMa L., dcc'd. I.aLe of ItecltatsipburN. E~osextEor: James H. ~kl. III, 380 t.eatcrtleld Road, Harrla- burg. PA 17109. 101A~7 Itnma~lios~d,~ 302, Lemoyne, PA 17043. SWORN'TO AND SUBSCRIBED before me this 7 of Januazy. 2011 NOTARIAL SEAT DE80RAH A COLLINS Notuy Pu61iC CARLISLE BOROUGH, CUMBERLAND CDIlHTY My Commisalon Expina A~ 28, 2014 The Ratriot-News Co. 2020 Technology Pkwy Suite 300 Mechanicsburg. PA 17050 Inquiries - 717-255-8213 BYBEL RUTLEDGE LLP 1017 MOMMA ROAD SUITE 302 LEMOYNE PA 17043 (~j@ ~dtCiO~~~~iS Now you know THE PATRIOT-NEWS THE SUNDAY PATRIOT NEWS Proof of Publication _Under Act No. 587, Approved May 16, 1929 Commonwealth of Pennsylvania, County of Dauphin} ss Holly Blain, being duly sworn acxording to law, deposes and says: That she is a Staff Acx~untant of The Patriot News Co., a corporation organized and existing under the laws of the :ommorn 4f Pennsylvania, with its prinapai office and place of business at 812 to 818 Market Street, in the City of iarrisburg, Ctwrtty of Dauphin, State of Pennsylvania, owner and publisher of The Patriot-News and The Sunday Pab~-News newspapers of general circuN~tiat, printed anti publiished at 812 to 818 Market Street, in the City, County and State aforesaid; that lte Patriot-News and The Sunday Patriot-News were established March 4th, 1854, and September 18th, 1949, respectivey, and dl have been oartinuousty published ever since;. That the printed notice a publication which is securely attached hereto is exactly as printed and published. in thetr regular !ally andlor Sundayt Metro editions which appeared on the date(s) indicated below. That neither she nor said Company is iberested in the subject matter of said printed notice or advertising, and that all of the allegations of this statement as ~ the time, lace and character of pubbcs~tion are true; and That she has personal knowledge of the facts aforesaid and is duty authorized and empowered to verify this ant on Behalf of The Patriot-News Co. aforesaid by virtue a~ pursuant to a resolution unanimously passed and adopted severe~- by the tockhoiders and board of directors of the said Company and subsequenty duly recorded in the office for the Recording of Deeds ~ and for said County of Dauphin in Miscellaneous Book "M', Volume 14, Page 317. 'OBLIGATION COPY This ad # 0002115666 ran on the dates shown below: _ - Decembet,~, X10 . December 27, 2010 Sworn to January 03, 2011 before fie tty~ 0,~ ¢`ay. of January, 2011 A.D. aor+r~oNwentni of l~rwsmv~wra ~sr Shenle L IO~ner, Noary P~~bic C.on~Mon~6pM ~NoK Member, Per~Nenq ~aotletlrm d Notarks .. .. ``?~~~~CM:~6:~-:1~F~_Pt~1~~1C ~W~iFIK1~E November 21, 2011 RENEE i_IEUX ESQUIRE 1017 MOMMA RD STE 302 i_EMOYNE PA 17043 Re: Rhea L Ledebohm ., SSN: ###-##-9047 Dear Attorney Lieux: Pursuant to your letter dated November 03, 2011, the Department of Public Welfare (DPW), Estate Recovery Program, has reviewed the informatlon you provided regarding the above-referenced individual. It has been determined that this individual did not receive any type of assistance during the questioned period. Therefore, according to the information you provided, the Department's Estate Recovery Program wilt not seek any recovery from this estate. If your client applied for Medical Assistance and had an application and/or hearing pending at the time of death, please advise us and provide any additional information that may affect a recovery by our Department. If you have any questions, please feel free to contact me. Sincerely ~~ ~~ Vince A. Porter Rernvery Section Manager (717)772-6604 Bureau d Program I~oprl-y i Dirislon of ThiM Party uabNRY i Recovery Sedlon ' PO Box x186 i lierrisburys, ParrfsyNanla 17105-8486 IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION PURSUANT TO Pa. O.C: Rule 5.6 NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE Whether you will receive arty money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive arty money or property will be determined by the intestacy laws of Pem~sylvania. BEFORE THE REGISTER OF WILLS, COUAPTY OF Cumberland .PENNSYLVANIA IN RE: ESTATE OF Rhea Loaaine Ledebolun .Deceased File Number 2(110-OTI79 TO: Wilmer Bender ~ (Beneficiary) 758 Wniesavs Circle, Howard, OH 43028 (Address) Please take notice of the death of the Decedent and the grant of Letters to the personal representative(s) named below. The Decedent died on the day of November 24 .2010 . a resident of Cumberland County, PA. The Decedent died: ®testate (with a will) or ~ intestate (without a will). You may have a beneficial interest in the estate as follows: 10°/. of Estate (If additional space is needed, use separate sheet) The name(s~ address(es) and telephone number(s) of all personal representatives appointed are: NAME ADDRESS TELEPHONE 3ames H. Bailey. III.3820 Centerfield Road, Harrisbur¢. PA 17109 !7171652-3098 If the Decedent died testate, the will has bees filed with Office ofthe Register of Wills of Cumberland county. . if the Docedatt died intestate, a Petition for the Grant of Letters of Administration was filed with the Office of the Register of Wills of County. The-Register's address is 1. Courthouse Square. Room 102. Carlisle, fA 17013 - and telephone number is (717) 240-6345 A copy of the Will or Petition may be obtained by contacting the Register of Wills and paying the charges for duplication. Dare December 3, 2014 /~ of Person Elting t 'Form tames H. Bailey. III Name of Person Filing this Form 3820 Centerfield Road Capacity: ®Persanal Representative Add~ws ©Counsel for Personal Representative Han-isburQ, PA 17109 (717)652-3098 Tslapl~ans Fors RW-07 m. 10.13.06 IlVIPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION PURSUANT TO Pa. O.C. Rule 5.6 TI3IS NOTICE DOES NOT MEAN THAT YOtJ ~ ('F ANY MONEY OR PROPERTY F nM TNi~ F4TATF (1R OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive arty money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REC3ISTER OF WILLS, COUNTY OF Cumberland .PENNSYLVANIA IN RE: ESTATE OF Rhea Loaaine I.odebohm p Pile Number 2010-01179 TO: Robert D. Bender (Beneficiary) 47 Crest Avenue. Macedon, NY 14502 (address) Please take noticx of the death of the Decedent and the grant of Letters to the personal representative(s) named below. The Decedent died on the day of November 24 .2010 . a resident of Cumberland County, PA. The Decedent died: ®testate (with a will) or . ®intestate (without a will). You may have a beneficial interest in the estate as follows: 10°iG of Estate {If additional space is needed, use separate shut) Tl~ name(s~ address(es) and telephone number(s) of all personal representatives appointed are: NAME ADDRESS TELEPHONE . )amen H. Bailey, III, 3820 Centerf~eld Road, Hamsbur~ PA 17109 1717) 652-3098 If the Decedent died testate, the will has been filed with Office of the Register of Wills of Cumberland County. If the Decedent died intestate, a Petition for the Grant of Letters of Administration was filed with the Office of the Register of Wills of ~ County. The Register's-addresses 1 Courthouse Square, Room 102. Carlisle PA 17013 and telephone number is (717) 240-6345 A copy of the Will or Petition may be obtained by contacting the Register of Wills and paying the charges for duplication. Doyoe December 3.2010 ~(~ truce oJPu:an Filhrg this F lames H. Bailey, Ill Norse of Person Filing this Form 3820 Cemerfield Road Capacity: Personal Representative .Idad~ess ®Counsel for Personal Representative Harrisburtt, PA 17109 (?17)652-3098 Telephone ForaRW-07 nx IQI3.06 IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION PURSUANT TO Pa. O.C. Rule 5.6 ~S NOTICE DOES NQT MEAN THAT YO~,T WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE Whether you will receive arty money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. .BEFORE THE REGISTER OF WILLS, COUNTY OF Cumberland .PENNSYLVANIA IN RE: ESTATE OF Rhea Lorraine Ledebohm Deceased File Number 2010-01179 TO: Kathryn Sullivan (Beneficiary} 41 Tamer Street, puincv~ MA 02169 (Address) Please take mice of the death of the Decedent and the grant of Letters to the personal representative(s) named below. The Deoedant died on the day of November 24 2010 . a resident of Cumberland County, PA. The Decedent died: [~ testate (with a wile or ®intestate (without a will). You may have a beneficisi interGSt in the estate as follows: 1090 of Estate (lf additional space is needed, use separate sheet) The names}, address(es) and telephone numb(s) of all personal representatives appoint~l are: NAME ADDRESS ~ TELEPHONE James Ii. Bailey. III. 3820 Centerfield Road. Harrisbur¢. PA 17109 !7171652-3098 If the LZ~cedent died testate, the will has been filed with Office of the Register of Wills of Cumberland County. If tho Decedent died intestate, a Petition for the Grant of Letters of Administration was filed with the Office of the Register of Wr7Is of County. The Register's address is 1 Courthouse Square. Room 102. Carlisle. PA 17013 and telephone number is (717) 240-6345 A copy of the Will or Petition may be obtained by contacting the Register of W ills and paying the charges for duplication. tarn December 3, 2010 ~~ /D S of?area, tlfng Arts Fa~m lames H. Bailey. III Name ojPerson Filing this Fwm 3820 Cemerf~eld Road Capacity: ®Personal Representative Address ®Counsel for Personal Representative Harrisburtt. PA 17109 (7l7) 652-3098 Telephont Fam RW-07 m+. /Otl3.pff IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION PURSUANT TO Pa. O.C. Rule 5.6 THIS NOTICE DOES NOT MEAN TFLAT YOU WILL REC iVF ANY MONEY OR PROPERTY FROM THIS ESTATE OR O'IT~RWISE Whether you will receive arty money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania BEFORE TfiE REGISTER OF WILLS, COUNTY OF Cumberland .PENNSYLVANIA IN RE: ESTATE OF Rhea Lomune Ledebohm ~~ . File Number 2010-01179 TO: (Beneficiary) _ (Addrags) Please take notice of fhe death of the Decedent and the grant of Letters to the personal representative(s) named below. The Decodeat died on the day of November 24 . _2010 . a resident of Cumberland County, PA. The Decedent died: ®testate (with a will) or ©intestate (without a will). You may have a beneficial interest in the estate as fellows: 5%ofBetate (If additional space is needed, use separate sheet) NAeIKE~e(s), address(es) D ~lep~hos number(s) of all personal representatives appointed are: TELEPHONE James H. Bailey, II1 3820 Centerfield Road, Hantisbur¢ PA 17109 (7171652 3098 Iftha Decedent died testate, the will has been filed with Office of the Register of Wilts of Cumberland County. if the Decedea~t died intestate, a P~ition for the Grant of Leiters of Administration was filed with the Office of the Register of Wills of County. The Register's address is 1 Courthouse Square, Room 102. Carlisle PA 17013 - and telephone number is- (717)240-6345 A copy of the Will or Petition may be obtained by contacting the Register of Wills and paying the charges for duplication. Hare December 3.2010 Capacity: Personal Representative Q Counsel for Personal Representative of Person Frling this F James H. Bailey, III Name of Person Filing this Form 3820 Centerfield Road Address Harrisburtt. PA 17109 (717)652-3098 Telephone FaratRW-07 rrr.IQl~0i6 NOTICE OF ESTATE ADMIl~TISTRATION PURSUANT TO Pa. O.C. Rule 5.6 THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE QNY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the imestacy laws of Pennsylvania BEFORE THE REGISTER OF WILLS, COUNTY OF Cumberland PENNSYLVANUI 1N RE: ESTATE OF Rhea Lorraiae Ledebohm Doceased File Number 2010-011?9 TO: David Bender ~ (Beneficiary} 105 East Stroet, PO Box 543, Wic~nisco. PA 17097 (Address) Please take notice of the death of the Decedent and the grant of Letters to the personal npresentative(s} named below. The Decedent diod on the day of November 24 2010 . a resident of Cumberland County, PA. The Decedent died: ®testate (with a will) or ®intestate (without a will). You may have a beneficial ingest in the estate as follows: 5°ib of Estate (If additional space is needed, use separate sheet) The Haras(s), address(es) and teleplwne number(s) of all personal representatives appointed are: NAME ADDRESS TELEPHONE James H. Baiicy ID 3820 Centerfiield Road. Harrisburg. PA 17109 (7171652-3098 If the Decedent died testate, the will has been filed with Office of the Register of Wills of Cumberland County. If the Decedent died intestate, a Petition for the Grar-t of Letters of Administration was filed with the Office of the Registers of Wins of County. The Register's address is 1 Courthouse Square. Room 102. Carlisle. PA 17013 and telephone number is (7l 712446345 A Dopy of the Will or Petition maybe obtained by contacting the duplication. Dwc December 3, 2010 Capacity: ~ Persona! Representative ®Counsel for Personal Representative of Wills and paying the charges for this ofPerso» Ftlfng this Form 3820 Centerfield Road ,lddross Harrisburg. PA 17109 (7171652-3098 Ta/aplraa FornrRW-07 rrx IQI.#.G6 ~ORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION PURSUANT TO Pa. O.C. Rule 5.6 THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE Whether you will receive arty money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive arty money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF Cumberland PENNSYLVANIA IN RE: ESTATE OF Rhea Lorraine I.edebolun .Deceased File Number 2010-01 I79 TO: Charles Bender (Bane&ciary) 222 Meal Drive Carlisle, PA 17013 (Address} Please take notice of the death of the Decedent and the grant of Letters bo the personal represerrtative(s)named below Tlm Decedent died on the day of November 24 .2010 , a resident of Gtimberland County, PA. The Decedent died: Q testate (with a will) or Q intestate (without a will). You may have a beneficial interest in the estate as follows: 5% of Estate {If additional space is needed, use separate sheet) The name(s), address(es) and telephone number(s) of all personal representatives appointed are: NAME ~ ~ ADDRESS TELEPHONE James H. Baikv, lll. 3820 Centerfield Road. Harrisbur¢. PA 17109 (71?) 652-3098 if the Decedent died testate, the will has been filed with Office of the Register of Wills of Cumberland County. if the Deeed~t died intestate, a Petition for the Grant of Letters ofAdministration was filed with the Office of the Register of Wills of County. The Register's address is 1 Courthouse Sauare..Room 102. Carlisle. PA 17013 and telephone number is (7171240-fi345 A campy of the Will or Petition may be obtained by contacting the Register of Wilts and paying tbe charges for duplication. '~/d a°n December 3, 2010 Si ofPera utgthpForne ames H. Bailey. III Name of Pent Filing this Form 3820 Centerfield Road Capacity: ®Personal Representative a~ QCounset for Personal Representative Harrisbur~t. PA 17109 (7111652-3098 Telephone F°rnrRW-07 ,rv 1Q13~~6 IMPORTANT NOTICE NOTICE OF ESTATE ADMIl~tISTRATION PURSUANT TO Pa. O.C. Rale 5.6 THIS NOTICE DOES NOT ME~iN THAT y0U WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTI~R SE Whether you will receive arty money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive arty money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF Cumberland .PENNSYLVANIA 1N RE: ESTATE OF Rhea Lorraine Ledebohm , D File Number 2010-01179 TO: Karl M. Ledebohm (Beneficiary) . PO Box 173, New Cumberland. PA 17070 (pd) Please take noticx of the death of the Decedent and the grant of Letters to the personal r+epresentative(s)nnmed below. The Decadent died on the day of November 24 2010 . a resident of Gltmberland County, PA. The Decedent died: ®testate (with a will) or ®intestate (without a will). You may have a beneficial interest in the estate as follows: 2096 of Estate (If additional space is needed, use separate shed) The name(s), address(es) and telephone numbers) of all personal representatives appointed are: NAME ADDRESS TELEPHONE James H. Bailey, III, 3820 Centerfield Road, Harrisbur¢ PA 17109 1717) 652-3098 Ifthe Decedent died testate, the will has been filed with Office of the Register of W~71s of Cumberland County. If the Decedent died intestate, a Petition for the Grant of Letters of Administration was filed with the Office of the Register of Wi!!s of ~ County. The Register's address is _1 Courthouse. Square, Room 102. Carlisle RA 17013 . ------ andtelephone number is (717) 240-6345 A copy of the Will or Petition maybe obtained by contacting the Register of Wills and paying the charges for duplication. Dnae December 3, 2010 ~ ~'2~/~~ of Person Filing tkis F James H. Bailey, III Nome of Persae Filhig dot Form 3824 Centerfield Road Capacity: ®Pasonal Representative Addrrss ®Counsel for Personal Representative Harrisburtt, PA 17109 (717)652-3098 Te/eplwne Foriu RW-0T m.10.13 06 IlVIPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION PURSUANT TO Pa. O.C. Rule 5.6 THIS NOTICE DOES NOT MEAN THAT YOU WLi L RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE Whether you will receive any money or property will be determined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF C~~~ .PENNSYLVANIA IN RE: ESTATE OF Rhea Lorraine Lodebohm .Deceased File Number 2010-01179 TO: James H. Bailey. III (Beneficiary) 3820 Cettterfield Road. Harrisburst. Pa 17109 (Address) Please take notice of the cleatlt of the Decedent and the grant of Letters to the personas representative(s) named below. The Deoalent died on the day of November 24 .2010 , a resident of Cumberland County, PA. The Decedent died: ®testate (with a will) or ~ intestate (without a will}. You may have a beneficial irrterest in the estate as follows: 35°/. of Estate (If additional space is needed, use separate sheet) The name(s), addresses) and telephone number(s) of all personal represelrtatives appointed are: NAME ADDRESS TELEPHONE James H. Bailey III.3820 Centerfield Road. Harrisbur¢. PA 17109 (717) 652-3098 If the Decedent died testate, the will has been filed with Office of the Register of Wills of Cumbealand County. If the Decedent died intestate, a Petition for the Grant of Letters of Administration was filed with the Oiiicx of the Register of Wills of County. The Register's address is 1 Courthouse Square Room 102 Carlisle PA 17013 • and telephone number is !?171240-6345 A copy of the Will or Petition may be obtained by contacting the Register of Wills and paying the charges for duplication. pvac Decennbea 3.2010 Capacity: ®Personal Representative ©Courazel for Personal Representative .-~ O i of Pe~sar- Filing dris F James H. Bailey. III Navne ofPerson Filixg tGis Form 3820 Centerf~eld Road Address Harrisburtz. PA 17109 (?17)652-3098 Teleplrane Fans RW-07 isx IQ/30d Mr. Wilmer Bender Box 327 Mr. Karl M. Ledebohm 758 Winesap Circle PO Box 173 Howard, OH 43028 New Cumberland, PA 17070 Mr. Charles Bender Mr. Bryon Bender 222 Meal Drive 1319 W. Market Street Carlisle, PA 17013 Williamstown, PA 17098 Mr. David Bender Mr. Robert Bender 105 East Street 47 Crest Avenue PO Box 543 Macedon, NY 14502 Wiconisco, PA 17097 Ms. Kathryn Sullivan James H. Bailey, III 41 Turner Street 3820 Centerfield Road Quincy, MA 02169 Hamsburg, PA 17109 9. List all parties of whom Petitioner(s) has notice or laiowledge, having of claiming any interest in the estate as beneficiaries under the Will or Codicil(s) or as intestate heirs if there is a complete or partial intestacy: Name/Address of Each Pa Relationshi Interest Wilmer Bender Brother 10% Box 327, 758 Winesap Circle Howard, OH 43028 Robert Bender Brother 10% 47 Crest Avenue Macedon, NY 14502 Kathryn Sullivan Sister 10% 41 Turner Street ' , MA 02169 Bryon Bender Nephew 5% 1319 W. Market Street Williamstown, PA 17098 David Bender Nephew 5% 105 East Street, PO Box 543 Wiconisco, PA 17097 Charles Bender Nephew 5% 222 Meal Drive Carlisle, PA 17013 Karl M. Ledebohm Nephew 20% PO Box 173 New Cumberland, PA 17070 James H. Bailey, III Nephew 35% 3820 Centerfield Road Harrisbur , PA 17109 NOTICE OF INHERITANCE TAX suREAU flF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR dISALLOWANCE INHERITANCE TAX DriISION OF DEDUCTIONS AND ASSESSMENT OF TAX Pfl Bax 2BK~1 . NIUtRISBiRC M 1712-0601 L RENEE LIEUX ESQ 1017 NUMMA RD STE 302 LENOYNE PA 17043 pennsylta OEPARTMENTt)F REVENUE REY-1547 EX AFP t12-11) DATE 10-18-2011 ESTATE OF LEDEBOHM RHEA L DATE OF DEATH 11-24-2010 FILE NUMBER 21 10-1179 COUNTY CUMBERLAND ACN 101 APPEAL DATEa 12-17-2011 (Sea -el~erse side rider Objers) Awount Resitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0a REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALONG THIS LINE r! RETAIN LOWER PORTION FDR YOUR RECORDS E~ ------------------------------------------------------------------------------------------- REV-1b47 EX AFP C12-10) NOTICE OF INHERITANCE TAX APPRAiSEMENT, ALLOWANCE OR DISALLOWANCE. OF DEDUCTIONS AND ASSESSMENT OF TAX. ESTATE OFs LEDEBOHM RHEA LFILE N0.:21 10-1179 ACNa 101 DATEi 10-18-2011 TAX RETURN MAS: C X) ACCEPTED AS FILED C ) CHANCED APPRAISED VALUE DF RETURN RASED ONa ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 175,694.54 NOTE: To ensure proper 2. Stocks and Bonds CSchsdule B) (2) .00 credit to your aoeount. 3. Closely Neld Stock/Partnership Interest (Schedule C) C3) .00 subwit the upper portion of this fora with your 4. Morlsaoes/Notes Receivable CSeheduis D) (4) .00 tax psywent. 5. Cash/Bagk Deposits/Nisc. Personsi Property CSchsdule E) (5) 525,343.21 B. Jointly Dwned Property CSchedul• F) C6) .0 0 7. Transfers CSchsdule 6) (7) .00 a. Total Assets C3) 701.037.75 APPROVED DEDUCTIONS AND EXENPTIONSa 9. Funeral Expenses/Adw. Costs/Misc. Expenses CSchsdule H) (g) ~Z!9.~631.35 10. Debts/MortBape Liabilities/Liana (Schedule I) C10) 4.753.8 3 11. Total Dsductions C11) 34,385.18 12. Net Yaiue of Tax Return (12) 666,652.57 13. Chsritable/Cowrnwental Bsgwstst Non-elected 9113 Trusts CSchsdule J) C13) 62~„ I,.O~ 14. Nit Value of Estate Subiect to Tax (14) 666,031:.57 NOTE: If an assesswent Has issued previously, lines 14, 15 andtor 16, 17, 18 end 19 x111 reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAXa - -- 18. Awount of Line 14 st Spoussl rate t15) .00 X 0 0 = .QO 16. Awount of line 14 taxable at Lineal/Class A rata C16) -DD x 045 = .00 17. Awount of Line 14 at SIb13nD rate C17) 199.Rn9_b7 X 12 = 23,977L14 id. Awount of Lins 14 taxable at CollatersllCiass B ra ts (1B) 466,222.10 X 15 = 69r93~.32 19. Principal tax Dus (14)= 93,910.46 TAX CREDITSs AMOUNT PAID DATE NUMBER INTEREST/PEN PAID C-) 02-09-201 CDO1 008 4,695.52 98.700.00 TOTAL TAX PAYMENT 103,395.52 BALANCE OF TAX DUE 9,485.06CR INTEREST AND PEN. ,00 TOTAL DUE 9,485.06CR +' IF -AID AfTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED A3 A "(BERET" CCR), YOU IIAr B?E D1~ FOR CALWLATION OF ADDITIDNAL INTEREST. A REFUND. SER REVERSE 8IDE OF THIS TORN FOR INBTRUCTI~IS. Estate of RHEA L. LEDEBOHM Deceased Verification of Petitioner (Verification must be by at least one petitioner.) The undersigned hereby verifies * [that ~,ei~,e is acre of the above-named rams of coryvoatfarr andJ that the facts set forth in the foregoing Petition for Adjudication /Statement of Proposed Distribution which aze within the personal knowledge of the Petitioner aze true, and as to facts based on the information of others, the Petitioner, after diligent inquiry, believes them to be true; and that any false statements herein are made subject to the penalties of 18 Pa. C.S. § 4904 (relating to unsworn falsification to authorities}. tore of Petitioner ames H. Bailey, III, Executor * Corporate peNtloners must complete bracketed information. Certification of Counsel The undersigned counsel hereby certifies that the foregoing Petition for Adjudication! Statement of Proposed Distribution is a true and accurate reproduction of the form Petition authorized by the Supreme Court, and that no changes to the form have been made beyond the responses herein. C Signature of Counsel for Petitioner L. Rene Lieux, Esquire Fes, oc-o~ rev. 10.73.06 Page 10 of 10 IN RE: :IN THE COURT OF COMMON PLEAS ESTATE OF RHEA L. LEDEBOHM :ORPHAN'S COURT DIVISION :CUMBERLAND COUNTY, PENNSYLVANIA :NO.2010-1179 VERIFICATION OF NOTICE L. Rene Lieux, Esquire of Bybel Rutledge LLP, Attorney for the Estate of Rhea Z. Ledebohm, verifies that written notice by U.S. certified mail, return receipt requested was given of the filing of the Account and Statement of Proposed Distribution to every unpaid claimant who has given written notice of his claim to the accountant and to every person known to the accountant to have or claim an interest in the estate as creditor, beneficiary, heir or next of kin. Copies of said written notices are attached. I understand that false statements therein are subject to the penalties of l8 Pa.C.S. Section 4904 relating to unswom falsification to authorities. BYBEL RUTLEDGE LLP Date: l ~- -a~~~ By: L. Rene Lieux, Esgwre ~ ~~ :IN THE COURT OF COMMON PLEAS ESTATE OF RHEA L. LEDEBOHM :ORPHAN'S COURT DIVISION :CUMBERLAND COUNTY, PENNSYLVANIA :NO.2010-1179 TO: Wilmer Bender Box 327 758 Winesap Circle Howard, OH 43028 Karl M. Ledebohm PO Box 173 New Cumberland, PA David Bender 105 East Street PO Box 543 Wiconisco, PA 17097 Charles Bender 222 Meal Drive 17070 Carlisle, PA 17013 Bryon Bender 1319 W. Market Street Williamstown, PA 17098 Kathryn Sullivan 41 Turner Street Quincy, MA 02169 NOTICE Robert Bender 47 Crest Avenue Macedon, NY 14502 James H. Bailey, III 3820 Centerfield Road Harrisburg, PA 17109 You are hereby notified that the accountant has filed an Account and Statement of Proposed Distribution and a verified Inventory of real and personal estate of the deceased in the Office of the Orphans' Court of Cumberland County, Cumberland County Courthouse, One Courthouse Square, Room 102, Cazlisle, Pennsylvania 17013. Copies of these documents are attached. If you object to any portion of the Account or Statement of Proposed Distribution you must file objections by 9:00 a.m., January 10, 2012 the date the Account and Statement of Proposed Distribution will be confirmed by Orphans' Court. You aze hereby warned that if no objections are filed, the Account and Statement of Proposed Distribution will be confirmed and distribution will be made in accordance with the schedule of distribution. If you have any questions concerning this Notice you should contact your attorney or the accountant's attorney. ATTO Y FOR THE ES TE By: ,~~ / ~,i7C~~ I,. Renee Lieux, Esquire Bybel Rutledge LLP 1017 Mumma Road, Suite 302 Lemoyne, PA 17043 Telephone (717) 731-1700 JAMES H. BAILEY, III, EXECUTOR 3820 Centerfield Road Harrisbwg, PA 17109 Telephone (717) 562-3098 Dated: ,~~~-~--~~~~~~ ~~ ~, ..... .T-.J IN RE: ESTATE OF RHEA L. LEDEBOHM ~707,~5-6 ~~~` :IN THE COURT OF COMMON PLEAS :ORPHAN'S COURT DIVISION :CUMBERLAND COUNTY, PENNSYLVANIA :NO.2010-1179 FIRST AND FINAL ACCOUNT OF JAMES H. BAILEY, Ili., EXECUTOR FOR THE ESTATE OF RHEA L. LEDEBOHM Date of Death Date of Personal Representative's Appointment Date of Advertisement of Personal Representative's Appointment: The Patriot-News Cumberland Law Journal Accounting for the Period November 24, 2010 November 30, 2010 December 20 and 27, 2010 and January 3, 2011 : December 24 and 31, 2010 and January 7, 2011 : November 24, 2010 to October 31, 2011 Purpose of Account: James H. Bailey, III, Personal Representative, offers this Account to acquaint interested parties with the transactions that have occurred during its administration. The Account also indicates the proposed distribution of the estate. It is important that the Account be cazefully examined. Requests for additional information or questions or objections can be discussed with: L. Renee Lieux, Attorney Bybel Rutledge LLP 1017 Mumma Road, Suite 302 Lemoyne, PA 17043 (717) 731-1700 James H. Bailey, III, Executor _ 3820 Centerfield Road Harrisburg, PA 17109 (717) 652-3098 ~,~ ~ ~ ,. ^'{"] ~ _ ~wq 4 ` r ~ 4 ~,. ~ ~ ~ y y +y ~ ~` ~1 - y }}yy `~ ~'} (~ 3 A; ~ ~ ~ ~ ~~ t'. ~`~ Summary of Account Pa a Fiduciary Ac uisition Value Princi al Recei 3 $708,191.00 Net Gain on Sales or Dis sition 5 626.15 $707,564.85 Less Disbursements: Debts of Decedent 7 $ 4,607.09 Funeral Ex s 7 871.29 Administration Ex uses 7 23,029.30 Taxes 8 92,014.94 Estimated Fees and Commissions 8 6 500.00 127 022.63 Balance before Distribution $580,542.22 Distribution to Beneficiaries 10 294 472.98 Princi al Balance on Hand $290,069.24 Income Recei 9 403.74 Less Disbursements 0 Balance before Distributions 403.74 Incorne Balance on Hand 403.74 Combined Balance on Hand $290,472.98 • ~ u t RECEIPTS OF PRINCIPLE Cash Cash in possession of decedent $14,450.00 PNC Checking account 11,872.71 Members 1St Regular Savings account 3,251.89 Members 1 ~ Life Savings Account 4.000.76 $33,575.36 Tangible Personal Prouerty pe~~ prnp~y 621.00 $ 621.0(1 Residence Sale of House: 87 Fetrow Lane New Cumberland, PA 17070 $175,694.54 $175,694.54 Certificates of DeQosit PNC 31900331392 $31,348.96 PNC 31400324934 19,225.76 PNC 31800239647 30,847.08 Members 1St 0049 16,316.37 Members 1St 0455 20,518.69 Members 1St 0056 26.246.98 $144,503.84 IRA Members 1St 113-20 3,349.78 Merrill Edge 7HP12W73 69.476.63 $72,826.41 Monev Market Accounts PNC 87841644 $5,295.38 Members 1St 113-OS 47,778.06 $53,073.44 Annuities PNC V000059398 $129,842.81 Jahn Hancock SI3021919 1,452.50 John Hancock SI3022049 301.61. John Hancock FX06009158 84,474.4] $216,071.33 3 ~. ~ _._ _,~ Subsequent Receipts 12/ 10/ 10 Partbmore Funeral Home Overpayment Refund 471.83 01/04/11 Members 1~` Life Savings Account Insurance 3,767.95 02/04/11 Merrill Edge .OS 04/07/11 Country Meadows Overpayment Refund 13.80 04/07/11 TRS Refund 7,000.00 04/08/11. American Water Refund 27.69 04/19!11 Refund Foremost Homeowner's Insurance 543.75 4 $11,825.07 .. ,r ._ .~ _., GAINS AND LOSSES OR OTHER DISPOSITIONS Interest Members 1St 0049 CD Net proceeds $16,326.35 Acquisition Value 16.316.37 Net Gain Members 1St OOSS CD Net proceeds $20,531.24 Acquisition Value 20.518.69 Net Gain Members 1St OOS6 CD Net proceeds $26,251.73 Acquisition Value 26,246.98 Net Gain Members 1St IRA Net proceeds $ 3,353.42 Acquisition Value 3.349.78 Net Gain Members 1St Money Market Net proceeds $47,787.88 Acquisition Value 47.778.06 Net Gain Members 1St Regular Savings account Net proceeds $ 3,248.28 Acquisition Value 3.25 I.89 Net Loss John Hancock FX06009158 Net proceeds $84,997.OS Acquisition Value 84.474.41 Net Gain PNC 31900331392 Net proceeds $31,351.77 Acquisition Value 31,348.96 Net Gain PNC 31400324934 Net proceeds $19,229.85 Acquisition Value 19,225.76 Net Gain PNC 31800239647 Net proceeds $30,849.83 Acquisition Value 30.847.08 Net Gain $ 9.98 12.SS 4.75 3.64 9.82 (3.61) 522.64 2.81 4.09 2.75 S • ~• I: ~ a. .,. -_.... _.y PNC Money Market Net proceeds $ 5,295.47 Acquisition Value 5,295.38 Net Gain .09 Securities Merrill Edge IRA -Net proceeds $68,901.97 Acquisition Value 69,4?6.63 Net Loss (574.66) Donation Clothes donation (621.00) ($626.15) GRAND TOTAL $707,564.85 ,. .~ '• _ ~. , DISBURSEMENT OF PRINCIPLE Debts of Decedent• Prior PNC Checking Account checks written pre-death and 11/24/10 cleared post-death 2,189.41 12/14/2010 PPL -electric service 97.21 12/14/2010 Country Meadows @ Home -personal care services 2,110.00 02/ 10/2011 Return of Dupont overpayment payment of 1 /31 /2010 210.47 Funeral Ean enses• 12/01 /2010 Woodrow Morgan -Grave preparation $ 200.00 12/0I /2010 Evans Crematory -Cremation burial 100.00 12/04/2010 Meal after burial 71.29 3/21/2011 Evans Memorial -Headstone engraving 500.00 Administration Eauenses: 12/1 S/2010 James H. Bailey, III, Executor -Reimbursement for Postage $ 17.51 12/1 S/2010 Cumberland County Register of Wills & Certificates 413.50 I2/15/2010 Foremost Insurance Company - 87 Fetrow Lane Homeowners Insurance 560.75 12/20/2010 Alexander Burnav -basement work for 87 Fetrow Lane 522.00 12/21 /2010 PA American Water -water bill 54.80 12/27/2010 Greg Reifsnyder -moving of personal items from Country Meadows to 87 Fetrow Lane 150.00 1/4/2011 Nevin Shenck -outside maintenance work for 87 Fetrow Lane 95.00 1 /10/201 I PPL -electric service 170.1 S 1/24/2011 PA American Water -water bill 27.44 1/28/2011 Country Meadows -pharmacy medication 334.80 1/31/2011 James H. Bailey, III, Executor -Mileage & tolls 344.50 1 /31 /2011 James H. Bailey, III, Executor -Postage 44.83 2/4/2011 Fairview Township -trash and sewer 198.00 2/5/2011 Foremost Insurance Co -homeowners insuran_ ce 560.75 2/10/2011 PPL =electric services 183.21 2/23/2011 PA American Water -water bill 27.44 2/24/2011 Settlement costs - 8? Fetrow Lane 18,210.68 3/4/2011 H&R Block - 2010 tax preparation 387.00 3/7/2011 PA American Water -final water bill 20.28 3/14/2011 PPL -final electric service 77.92 3/14/2011 Nevin Shenck -December & January snow removal for 87 Fetrow Lane 30.00 3/14/2011 Rodney Shenck-.January & February snow removal for 87 Fetrow Lane 100.00 4/11/2011 James H. Bailey, III, Executor -Mileage 199.50 4/1 I/2011 James H. Bailey, III, Executor -Postage 36.64 $4,607.09 $ 871.29 7 ,, s . ` T` ~ " `4/11/2011 James H. Bailey, III, Executor -Copies 12.60 7/11/2011 Cumberland County Register of Wills -Additional Probate 250.00 $23,029.30 FederaUState/Connty Taxes: 12/14/2010 IRS Estimated Taxes 1 /9/2011 IRS Estimated Taxes 2/9/2011 Cumberland County Register of Wills Estimated Fees and Commissions: Executor Fee Bybel Rutledge LLP -attorney fees GRAND TOTAL $ 1,400.00 1,400.00 89.214.94 $92,014.94 500.00 6.000.00 $6,500.0(1 $127,022.63 8 ~. s , • ~ _._: INCOME 06/30/11 Checking Account Interest 07/29/11 Checking Account Interest 08/31 / 11 Checking Account Interest 09/30/11 Checking Account Interest 10/31/11 Checking Account Interest $ 34.05 122.71 102.12 71.24 73.62 $403.74 9 -, s .. , James H. Bailey, III Karl M. Ledebohm Kathryn Sullivan Robert Bender Wilmer Bender Charles Bender David Bender Bryon Bender Partial Distribution to Beneficiaries 35% -Item 2(e) of Will $101,665.53 20% -Item 2(e) of Will 58,094.60 10% -Item 2(c) of Will 29,047.30 10% -Item 2(b) of Will 29,047.30 10% -Item 2(a) of Will 29,047.30 5% -Item 2(d) of Will 14,523.65 5% -Item 2(d) of Will 14,523.65 5% -Item 2(d) of Will 14.523.65 10 $290,472.98 e .~ . ...... James H. Bailey, III Karl M. Ledebohm Kathryn Sullivan Robert Bender Wilmer Bender Charles Bender David Bender Bryon Bender Statement of Proposed Distribution to Beneficiaries 35% -Item 2(e) of Will $94,665.53 20% -Item 2(e} of Will 54,094.60 14% -Item 2(c) of Will 27,047.30 10% -Item 2(b) of Will 27,047.30 10% -Item 2(a} of Will 27,047.30 5% -Item 2(d} of Will 13,523.65 5% -Item 2(d} of Will 13,523.65 5% -Item 2(d) of Will 13,523.65 Reserve for Contingencies $20,000 $270,472.98 11 ' ,. VERIFICATION JAMES H. BAILEY, III, Executor of the Wi11 of RHEA L. LEDEBOHM, Deceased, hereby declares under oath that he has fully and faithfully discharged the duties of his office; that the foregoing First and Final Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all know claims against the Estate have been paid in full; that, to his knowledge, there are no claims outstanding against the Estate; that all taxes presently due from the Estate have been paid; and that the grant of Letters Testamentary and the first complete advertisement thereof occurred more than four months before the filing of the foregoing First and Final Account. This statement is made subject to penalties of 18 Pa. C.S.A. Section 4904 relating to unsworn falsification to authorities. 2~ ~~~ es H. Bailey, III Dated: 17 -~ c~.C"~l l