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Home My WebLink About06-05-13 (2) ! ` i � 150561014� REV-1500 �` �°,.,°, I PA 09paAment of RevBnuB �FFICIAL USE ONLY . I Bureauo(IndivldualTaxes Cou�yCod� Year FdeNum4er ao sox 28oso� INHERITANCE TAX RETURN 2 1 1 3 0 3 3 4 � Harris6urg, PA 17128-Ofi07 RESIDENT DECEDENT I ENTER DECEDENT INFORMATION BELOW � SoCi01 SeCUfity Numbar �ete of peath MMDDYYYV Dete of Birth MMODYYYY 0 2 1 6 2 0 1 3 0 4 0 1 1 9 1 8 � Dacedentb Lasl Name Suffix DecadeM's First Name MI K 0 E H L E R R 0 B E R T B (If Appllcable)EMer 3urviving Spouae's Informatlon Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number -- 7HIS RETURN MUST BE FILED IN DUPLIGATE WITH THE REGISTER OF WILLS FILL IN APPROARIATE OVALS BELOW Q 1. Odglnal Return � 2.Supplementel Retum � � 3.Remainder Ratum(data of death pnurto 12-13-82) � 4. Limitetl Estate � 4a. Fulure Interest Compromise(date of [] 5.Federal Estate Tax Return Required deeth afterl2-12-82j Q 6.Decedent Died Testata � 7.Decedent Meintalned a Living Trust _ B.Total Number of Safa Depasd Boxes (Attach Copy of Will) (Attach Copy of Trust) � � 9. Litigafion Proceeds Received � 10.Spousel Pvverty CredR(deta o�death � 11.Eledion to tax untler Sec.BN3(A) �, behveen 12-31-91 antl 14-95) (Attach Sch.0) CORRESPONDENT-THIS SECTION MU5T BE COMPLETED.qLL CORRESPONOENCE AND CONPIDENTIAL TAX INFORMATION SHOULU BE DIRECTED T0: Name � DaytimeTelephorre Number R 0 G E R B • I R W I N , E S R U I R E 7 1 7 2 4 9 2 3 5 3 I RCOI�'TER OF WIL�1gE ONLY�� C p � fn � Pirst Ilne of atldress � ;�,;� �— �� W - � -- m == c� �. �;� ..,7 I R W I N 8� M c K N I G H T , P - C . � .c- ,— Sacontllineofatldress � r '~� �' c�'� ,. �-- 6 0 W E S T P 0 M F R E T S T R E E T ,P '., '-� � City or Post Office State ZIP Code `�' '-' �ATE FI1� , ' .��.-'. C A R L I S L E P A 1 'i 0 1 3 ; ;�, . _" _r7 Correspondent's e+nail addreas: Untler penaltiea N perjury,1 tleclare ihat 1 heve examined Uia reNm,Inclutling accompanying achedulea and siatements,entl to tha best of my knowledpe arM 6elief, it is pue,correct and complete.Declaretlon of preperer othar Nan the persanal representativa is baaetl on all IMOrmation of whlch prepare�has any knowledga. SIGNATU[t^E'OFPE$SO[lRESP�SBL ORFI JG ETURN �✓��n•3�aor3 T �. ADDRESS 67 LITTLE BRIGGTNS CIRCLE FAIRPORT NY 14450 SIGNATURE OF EPARER OTH�Jt THAN lj�pfi�ENTATIVE � D Ty� 3 �� C�C.L / ADDRE 5 60 WEST Pt� RET STREET CARLISLE PA 17013 PLEASE USE ORIGINAL FORM ONLY Side 1 L 1505610140 15056.1�140 J � � J 1505610�!40 REV-1500 EX C� RECAPITULATION 1. Real Estake(Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. . 2. Stocks and Bonds(Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2. 1 3 7 2 5 9 6 . 5 3 3. Closely Held Corporetion, Partnership or Sole-Proprietorship(Schedule C) . . . . . 3. , 4. Mortgages and Notes Receivable(Schedule D) . . . . . . . . . . . . . . . . . . . . . . . . . . 4. , 5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E). . . . . . . 5. 2 5 � 9 , 9 7 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested . . . . . . . 6. . 7. Inter-Vivos Transfers 8,Miscellaneous Non-Probate Property (Schedule G) � Separete Billing Requested . . . . _ . . 7. � 8. ToWI Gross Assets(total Lines 1 through 7) . . . . . . . . . . . . . . . . . . . . . . . . . . . 8. 1 3 7 5 1 0 6 , 5 � 9. Funeral Expenses and Administrative Costs(Schedule H) . . . . . . . . . . . . . . . . . . 9. 4 9 2 4 1 . 6 S 10. Debts of Decedent, Mortgage Liabilities,and Liens(Schedule I) . . . . . . . . . . . . . 10. 8 7 4 4 . 4 1 i t Total Deductions(rotal Lines 9 and 10) . . . . . . . . . . . . . . . . . . . . . 11. 5 7 9 8 6 . 0 6 72. Net Value of EsWte(Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12. 1 3 1 7 1 2 0 . 4 4 13. Charitable and Governmental Bequests/Sec 9113 Tmsts for which an election to tax has not been matle(SChedule J) . . . . . . . . . . . . . . . . . . . . . . 13. , 74. Net Value Subject to Tax(Line 12 minus Line 13) . . . . . . . . . . . . . . . . . . . . 14. L 3 1 7 1 2 0 . 4 4 TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 74 taxable at the spousal tax rate, or transfers under Sec. 9716 (a)(1.2)X.0 _ � . 0 0 15. � . � � 16. Amount of Line 74 taxable at�inea�rete x .oa5 1 3 1 7 1 2 D . 4 4 is. 5 9 2 7 ❑ , 4 2 17. Amount of Line 14 taxable at sibling rate X.12 0 . 0 0 77. � . � 0 18. Amount of Line 14 taxable at collateral rate X .15 � . � � �g. � . � � is ra,xoue _ _ _ . . . . _ _ . . . _ _ . . _ _ . . . _ . . . �s. 5 9 2 7 0 . 4 2 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVEd2PAYMENT � Side 2 L 1505610240 1505610240 � REV-�,500 EX Page 3 File Number DecedenYs Comp{ete Address: 2� �3 o33a ,DECEDENT'S NAME ROBERT B. KOEHLER -- -- — _ _—— _ .— — _ STREET ADDRESS � � � � � � � � �� 6¢ LITTLE BRIGGINS CIRCLE _ -- --. __ — .----- — ----- CITY STATE � rZIP FAIRPORT NY 14450 Tax Payments and Credits: t Tax Due(Page 2.Line 19) (�1 59,270.42 2 CreditslPaymenis A PriorPaymeNS 56,858.57 8 Discount 2,963.52 TotalCredits(A+B) (Z) 59,822.09 3 Interest (3) 4. If Line 2 is greater than Line 1 +Line 3,enter the difference.This is the OVERPAYMENT. Fill in uval on Page 2,Line 20 to request a refund. (4) 551.67 5. If Liee 1+Line 3 is greater than tine 2,enter the difference.This is the TAX DUE. (5) 0.00 Make check payable to: REGISTER OF WILLS, A,GENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACNNG AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and�. Yes No a. retaintheuseorincomeo(ihepropertytransferred: .........................._..........................,..._..._..._ ❑ ❑X b. retain the right to designate who shall use the property transferred or its income: ............................... ❑ � c. retain a reversionary interest;or ................................._.........................................._. ............... ❑ 0 d. receive the promise for life of either payments,benefits or care? ............................................._........ ❑ � 2. If death occurred after December 12,1982,did decedeni trans5er properiy within one year of death without receiving adequate wnsideration? ......................................................._......................._..... ❑ � 3. Did decedent own an"in tmst tor"or payable-upon-death bank account or security at his or her death? _........ ❑ 0 4. Did decedent own an individual retirement account,annuity or other non-probate propeAy,which contains a beneficiary designation?........................................................._....................................... ❑ � If THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G�4ND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1,1994,and before Jan. t, 1995,the tax rate imposed on the net value of tn3nsfers to or for the use of the surviving spouse ia 3 percent[72 P.S. §9116(a)(1.1)(i)]. For dates of death on or after Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent {72 P.S.§9116(a)(1.1)(ii)].The statute does nol 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 is the only beneficiary. For dates of death on or after July 1, 2000: • The tax rate imposed on the net value of transfers ftom a deceased child 21 years of a�e or younger at deal:h to or for the use of a natural parent, an adoptive parent or a stepparent of the child is 0 percent[72 P.S.§9116(a)(1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedenYs lineal beneficiaries is A.5 percent,except as noted in 72 P.S. §9116(12) [72 P.S. §9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedenPs siblings is 12 percent[?2 P.S. §9116(a)(1.3)].A sibling is def ned,under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption. REV�,�503 EX t(e-i21 pennsylvania SCIiEDULE B . �EPANiMENTOFREVENUE ,NHEk�TAN�ETAXRET�RN 5TOCKS & BONDS RESID6NT DECEDENT ESTATE OF FII.E NUMBER ROBERT B. KOEHLER 21 13 0334 All property jointly owned with right of survivorship must be disclosed c�n Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH t 2,800 SHARES OF LEGG MASON CBA EQUITY FUND CLASS O 40,A04.00 2 VANGUARD - HIGH-YIELD CORP FUND ADM 54,589.03 FUND 0529-09973272102 8,949.022 SHARES 3. VANGUARD -WELLESLEY INCOME FUND ADM 517,216.36 FUND 0527-09973272102 8,681.040 SHARES 4. VANGUARD -GNMA FUND ADMIRAL SHARES 304,207.23 FUND 0536-09973272102 28,063.398 SHARES 5. VANGUARD - PRIME MONEY MARKET FUND 56,36927 FUND 0030-09973272102 56,369270 SHARES 6 VANGUARD - LONG-TERM INVEST-GR ADM 223,465.56 FUND 0568-09973272102 21,041.955 SHARES 7. VANGUARD- PA LT TAX-EXEMPT ADMIRAL 176,345.08 FUND 0577-09973272102 15,033.681 SHARES TOTAL(Also enter on Line 2,Recapitulation) $ 1 372 596.53 If more space is needed, insert additional sheets of the same size� REV-j 5�8 EX+(08-`2' pennsylvania SCFIEDULE E oeF�nkrmeNTOFReveNUe CASH, BANK DEPOSITS 8� MISC. INHEKI�ANCE TAX RETURN RESioFNTOECEOENr PERSONAL PROPERTY ESTATE OF: FILE NUMBER: ROBERT B. KOEHLER 211 13 0334 Indude the proceeds of litigation and the date the proceeds were received Cy the estate. All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER VALUE AT DATE DESCRIPTION OF DEATH 1 M&T BANK- CHECKING ACCOUNT#1247220 2,509.97 TOTAL(Also enter on Line 5,Recapitulation) $ 2 509.97 If more space is needed, use additional sheets of paper of the same r>ize- RFV-1511 EX+(�0-09) pennsylvania SCHEDULE H • °EP"a.""E"T°F RE�E""E FUNERAL EXPENSES AND '""ER"""�E T"X RET°R" ADMINIS7RATIVE COSTS RESIDENT DECEDEN"f ESTA7E OF FILE NUMBER ROBERT B. KOEHLER 21 13 Q334 DecedeM's tlebts must be reportetl on Schedule l. ITEM NUAABER DESCRIPTION AMOUNT A. FUNER4LEXPENSES: t. AUER CREMATION SERVICES OF PENNSYLVANIA, INC. 83.00 2. AUER CREMATION SERVICES OF PENNSYWANIA, INC. -ADD'L DEATH CERT. 72.00 3 COMMITTAL SERVICE DINNER 385.00 4 COMMITTAL SERVICE LUNCHEON 44.00 5. COMMITTAL SERVICE HOTEL ROOMS 1,652.46 g. ADMINISTRATIVECOSTS�. 1. Personal Representative Commissions: Name(s�ot Personal RepresentaGve(s) Street Atldress City State ZIP_ Year(sJ Commission Paid�. z nttorneyFees: IRWIN 8� MCKNIGHT, P.C. 41,250.00 3, Family Exemption�.pf decedenfs address is not the same as claimanCs,atlach explanation.) C�aimant Street Address Gity S�ate ZIP_ Relationship oi Claimantto Decedent 4. ProbateFees REGISTER OF WILLS 733.50 5 AccountantFees: H&R BLOCK 315.D0 INCOME TAX PREPARATION g. Ta�cReturnPreparerFees: PATRICIAA. ROSENDALE, CPA 375.00 FINAL FIDUCIARY TAX RETURN 7 STATE FARM INSURANCE- BOND FOR PROBATE 2,610.00 8. REGI$TER OF WILLS -SHORT CERTIFICATES 15.00 9. REGISTER OF WILLS -FILiNG FEE -BOND 15.00 10. EXPRESS MAIL 59.85 11. USPS- CERTIFIED MAIL � 12 12. FREDERiCK KOEHLER -TRAVEL REIMBURSEMENT TO CARLISLE 1,624.72 701'AL(Also enter on Line 9, Recapitulation) 5 49 241.65 li more space is needed,use additional sheets of paper of ihe same size. REV•15�2 EX+(12-12) pennsylvania SCHEDULE I . °E'"�T""E"T°F RE"E""E DEBTS OF DECEDENT, iNHERirnNCErnxRETURN MORTGAGE LIABILITIES 8� LIENS ftESIDENT DECEOENT ESTATE OF FILE NUMBER ROBERT B. KOEHLER 21 13 0334 Report debts incurred by the decedent prior to death that remained unpaid at the date of death,inclu�ing unreimbursed medical ezpenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 DARRYL GUISTWITE DO -MEDICAL 158.42 2 MILLENNIUM PHARMACY-MEDICAL 160.24 3 CARLISLE PHYSICIAN SERVICES- MEDICAL 22.77 4. CARLISLE REGIONAL MEDICAL CENTER - MEDICAL 1,166.74 5. HOSPITALISTS OF CENTRAL PA-MEDICAL 40.24 6. UNITED STATES TREASURY-2012 INCOME TAXES 5,576.00 7 PA DEPARTMENT OF REVENUE -2012 INCOME TAXE:i 1,620.00 TOTAL(Also enter on Line'I�,Recapitulation) $ $7A4.41 If more space is needed, insert additional sheets of the same size. REVj513 eX+(U1-0Ol pennsylvania SCHEDULE J � �EPAftTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FMLE NUMBER: ROBERT B. KOEHLER 21 13 0334 RELATIONSHIP'f0 DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE � TAXABLE DISTRIBUTIONS [Include outright spousal distri6utlons and transfers under Sec.9116(a�(12).J �. FREDERICK P. KOEHLER Lineal 439,040.15 66 LITTLE BRIGGINS CR. 1/3 REMAINDER FAIRPORT, NY 14450 2 DAViD R. KOEHLER Lineal 439,040.15 483 RTE 376 1!3 REMAINDER HOPEWEI.L JCT, NY 12533 3 PETER G. KOEHLER Lineal 439,040.14 27446 BEACON SQ. 1/3 REMAINDER FARMINGTON HILLS MI 48336 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF RE:V-1500 COVER SHEET,AS APPROPRIATE. j], NON-TAXABLE DISTRIBUTIONS: A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAI(EN: 1. 8,CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART 11 -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 CO'✓ER SHEEi. 8 If more space is needed,use additional sheets of paper of lhe same size. REGISTER OF WILLS CERTIFICATE OF ' CUMBERLAND COUNTY GRANT OF LETTERS PENNSYLVANIA ADMINISTRATION � , �,a , �'Vo. 2013- 00334 PA No. 27- 73- 0334 3state Of: ROBERTBKOEHLER (Ficv,Mrtldl¢.(es!l � 1�ate Of: WESTPENNSBORO TOWNSHIP CUMBERLAND COUNTY Deceased Social Security 140: WHERFAS, ROBERT B KOEHLER lFiisC Mirltl/e,LasU late of WE;ST PENNSBORO TOWNSHIP CUMBERLAPTD COUNTY died on the 16th day of February 2013 and, WHEREP_S, the grant of' Letters of Administration i_s required for the administration of the estate. THr'RF,F'ORE, I, GLENDA FARNER STRASBAUGi-/ _ , Register of Wills in and for CUMBERLAND County, in the Commonwealth of Pennsylvan.i.a, have this day qranted Letters of Administration to: FREDERICK P KOEHLER who ha_; du]y quaiified as ADMINISTRATOR (RIX) of the= estate uf the above named decedent and has agreed to admin_ster the estate accords_ng to law, all of which fully appears of record in my office at CUMBERLAND COUNTV COURT HOUSE, CARLISLE, PEN,NSVLVANIA_ IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my offi:ce on the 7th day of May 2013. �i l. � � , i / � � �� 1 �, i i� , ii � � ; �(l ,I�. _ Register ot Wills . i i� � � A �(;lr �!�ll {'�.f �� '� r � � t OePuTV .. � _ **NOTE** ALL NAME;S ABOVE APPEAR jFIRST, MIDDLF, IAST! • : BEFORE iCHE REGISTER OF WILLS OF CUMBER]LAND COUNTY, PENNSYLVANIA ESTATE OF : ROBERT B. KOEHLER, : DECEASED : NO 21-13-��334 AMENDED DECREE OF THE REGISTER OF WII.LS AND NOW,this 3rd day of April, 2013, upon consideration of the Petition for Probate and Grant of Letters filed by Frederick P. Koehler, dated and fi1Pd on March 21, 2013, for the estate of Robert B. Koehler, TT IS HEREBY DE(;REED that the Petitioner shall post surety bond in the amount of$2,000,000.00 in the name of the Commonwealth. Pursuant to Cumberland County Local Rule 359, arry corporation acting as surety shall have filed in the office of the Prothonotary, a copy of its last annual statement to the Insurance Commissioner of the CommonweaP.th of Pennsylvania. IT IS FURTHER DECREED that upon proper filing the Bond of Personal Representative, Letters of Adminstration shall be granted to Frederick P. Koehler. ,=�l��f/{u�—� � Glenda Fame.r Strasbaugh, Ra;gister$If ills � o `" � � W '� .� c> m ,-�::� � � r.> v_ � � r - r -,_ r; '-�; ? rn - � � - .�. c� � -:.' � '_ � '.t _ - " � .. ' �' r'_ YPf Z' ' C� r �> � � Legg Mason Funds _ � PO Box 55212 � Boston, MA 02205-5212 BOSTONI�INM�IAL odn sesvrcr:s' ! A��ril 8,2013 LAW OFFICES OF IRWIN&MCI{NIGHT PC � ti ti �� ,; �„ ATTN ROGER B IRWIN '�''�� `'��4°�' 60 WEST POMFRET ST CARLISLE PA 17013-3222 ¢1�� i i ��f�'� �_�Wlf��iVu;4tNIGH�� c;u�n..c�(};S: REFERENCE: 07027893 LEGG MASON FIJNDS ROBERT B KOEI�LER Dear Mr. Irwin: We aze writing in response to your recent inquiry regarding the above referenced Individual account held in the Legg Mason Funds. We wish to confirm that the account was established on May 21,2004. A reviiew of our records indicates that there has been no change of ownership for the account within the last twelve months. Robert B. Koehler does not maintain any other awounts with Legg Mason Funds. In addition, Mr. Koehler did not close any accounts within the tast rivelve months. On February 15,2013,the last business day prior to February 16,2013,the account held 2,800.000 shares of the Legg Mason CBA EquiTy Fund Class O. The price pe:r share of the Fund on that date was $14.43. Therefore,the value of the account on the specified date was $40,404.00. No dividends were paid to the acwunt in the tax year 2013 prior to Mr. Koehler's date of death. We hope this information is helpfuL If you have any questions or require furttier assistance, please contact Legg Mason Funds Investor Services at 1-800-822-5544,between the hours of 8:00 AM and 530 PM Eastern Time. To obtain more inforn�ation, you may also want to visit our website at www.leggmason.com/individualinvestors. Sincerely, Shareholder Services Representative Vanguard� � � P.O. Box 2600 May 9, 2013 vaueY Fo,9e, Pa isaez-zsoo � � www.vanguard.com ROBERT B IRWIN IRWIN & MCKNIGHT PC 60 WEST POMFRET ST CARLPSLE PA 17013-3222 Re: Estate of Robert B. Koehler Dear Mr. Irwin: I am responding to the letterwe received requesting a valuation af Robert B. Koehler's Vanguard account as of February 16, 2p13. The inforrrnation requested is included on the enclosed account value report. Also enclosed is a copy of Mr. Koehler's account statement to assist you with the interest earned for January 2013. The value report will have the ii�formation for February. If you have any questions, please contact me at 888-237-9045, Ext. 67424. I will be pleased to assist you. You can reach me on business days fram 8:30 a.m. to 5 p.m., Eastern time. Sincere!y, � �"' Blaine Morgan Transition Associate Enclosure(s): **Robert B. Koehler- Individual Account Value Report "Robert B. Koehler - Individual A<;count Stateme:nt (3/31/2013) 52338736 I�SPL 3:: Page > 1 of 1 , - Vanguazd� Robert B.Koehler ,�R� �n.....�� . . . ��r�� .� R ,��t�. .� r�._ ac 210 Big Spring Rd Rm 305 Flagship Services:8D0-345-134�1 Newville, PP. 17241-9497 Scott Adams extension 15407 Total report value: $1,333,405.79 (Total report value includes any accruiatl dividends.) RG77BT1�3&�491118(':;3�i1d�Y��1`��%�C9110t �: k'^ �t:r `�,, .�k„��'a"'''�f r f�c�,{�,��wc �� r K ,��.v 'a" '3r n=� ` ,k�0�e 7 ,.��.�'s ��1§�4�'�r�..?.5S �'�,�'„�a�;. AC60Uf1��['dN@�$`U(OICII �u�? ' � }3t�ax.;� �;7� A�" ' p�' iy .�{5 �rce`,� 't^�$1 t �. '^P+'nl x"g ,- . �' ��t'v, �!ar.�+P.�..u�n�s :.A n+ x il .�sl,�,�v..�r�.2�t'x�'„'� ��P.�Y� t4� 5 °"��S`,�-iL 1 "+� .,. V �:. . , .�._,. ':: ".` u '�st``h � sae:.., >..m ,.., x .::- t=e..k._�� Name Fund&Account . Date � Price Per . � Acc�ued Number Opened Shares Share"* Value* Dividends High-Yield Corp Fund Adm 0529-09973272102 02/01/2007 8,949.022 $6.10 $54,589.03 $143.46 Wellesley Income�funtl Adm � 0527-09973272102 OS/18/2004 ��.8�,681.040 �. . $59.58�� $517,216.36 � �- . . - GNMA Fund Admiral Shares 0536-09973272102 05/18/2004 28,063.398 $10.84 $304,20723 $322.48 �CPrime�MoneyMktFund . � 0030-0887327PT-0Z 05/18/2004 56;369270 $1.00 �$5636927 �. .: $0;25�. Long-Term Invest-GrAdm 0568-09973272102 05/18/2004 21,041.955 $10.62 $223,465.56 $464.17 PA LT:Tax-Exempt Admiral� . � 0577-09973272102 05/18/2004 .i5;033.681 $1i1,73 $176,345.08�:.� � $282.30 � ------ __..-------- � Totals � $1,332,192.53 � $1,212.66 ------- --------- 'Doesn9 include accrued dividends. �� --- ---- "As of the prior business date,02/15/2013,since the report date is a nonbusiness day. 18317 59689 05/09/2013 08:18:56 � Vanguarci, " March 31, 2073, quarter-to-date statement Vanguard Flagship Services� View your,tateme�ts online at vanguard.com. Scol1 Adams,Registered Representa[ive: 800-345-1344,Ext.5407 Easiest way to move money With lust a�ew online steps,pou can connec�your bank accoum Io your VanguardlF)accoun�to allow quick and easy money trensfers.You can even set up au�omatic invesiments on a schedule thaYS convenient for you.For tlatails,visit venguard.com/connecimy6enk. wn� �¢n s�� o?a Y2d mNJ ¢U_' �m pry Z Vanguerd,P.O.Boz 2fi00,ValleV Forye.PA 19a82-:'800 Page 1 0}8 � � �DGLLii� 499 Mitchell Road,Millsborq DE 19966 Adjustment Services F'hone 888-502-4349 F'ac (302)934-2955 DRarch 12,2013 L8W OfS1CCS Irwin & McKnight,P.C. y�'��'1 West Pomfret Professional Building 60 West Pomfret Street qy,l�� ;: ti ;3[i'I;i Carlisle, PA 17013-3222 �!t4VIP1&idiCtllVtGtG• 1AW 0�=1Ci�` Re: Estate of Robert B. Koehler Social Security: 142-12-1287 Date of Death:Februarv 16.2013 Dear Sir or Madam: Per yow inquiry on Ma��ch 4, 2013, please be advised thaz at the time of death,the above-named decedent had on deposit with this bank the following: 1. TypeofAccount CheckingAccouM AccountNumber 1247220 Ownership(Names o� Fred P.Koehler(POA) Robert B.Koehler Opening Date 01/31/1995 Balance on Date of Death $2,509.97 Accrued IMerest $ .00 ...... .._. ..._.. . _._. Total $2,509.97 For any addiHooel informatlon oo the above accounts,iocludiog ownership and any ehanges,Closures anNa�r reimbursement o(funds, please call ihe Stonehedge at717-240-052d. We were unable[o loca[e any safe deposit box for fhe abo�e-mentioned decedent Tltis Ietter tloev oot include any acwuob in wltich the decessed may have beeo Iiskd as Power of Attomey,Cnstodieo of Uoiform'Pransfers, Represendtive Payee,or Trustee under a Writteq Agreement 5'IIlCC[C��', V alarie Meroer Adjushnent Services AUER CRElV1ATI0N SERVICES C�F PENNSYL�'ANIA, INC. 4100 Jonestowo Road,Harrisburg,PA 17109 1-800-720-8221 Fax 1-717-541-9943 Shawn E.Carper�upervisor " Charses aro ouly for irems ihet you seleGed m ihet are required. If we em required by law w by a cemMVy or crematory lo use a�ry Oems you have mt selecled we will explain the muons i � writing bdow. lfyou heve selmt<d savices ihat may ttq�tire embalpnng you may have to pey for em6slmin6� You do mt have to pry far embalmiog that you did nm appmve Embalming is n� requircd for direct crsmalion or immediate burial. Embalming is not rcquired by law,except in eMain speciai cass. ifyau arc charged for embalming,we will expiain why bdow. STATEMENT OF GOODS AND SERVICES SELECTED 130235 Deceased: Robert B. Koehler pa��rtD�e�Febtq�16, 201��teofArrangements Feb 17, 20] Chargeto: Mr. Frederick Koehler Eairport, NY -i4450 rvw (585)802-269Q Address Ciry Siue ZipCade PhaneNUmber A. SPECIAL SERV[CES: D. AUTOMOTIVE EQIDPMENT: Direct Cremation...............................51 ,695.00 Remaval Venicle..................................... Ine ludec Nationwide Guarantee Program................ Lead Caz and/or/Clergy Caz........................ Worldwide Travel Protection................... Family Car(Seden or Limo)...................... TOTAL SPECIAL CHARGES.....................$�. g�0 Service Vehicle..................................... TOTAL OF AUTOMOTIVE EQUIPMENT........— $�.�Q B. PROFESSIONAL SERVICES: E. CASH ADVANCE ITEMS: Services of Funeral Director and Staff.........InC l uded Grave Opening........................:. ............ Dressing and/or Cosmetizing................... Cemetery Equipment............................... Facilities and Staff for Memorial Service...... Newspaper .,,,,.. Crematory Charge..............................�� Newspaper ...... Staff and Equipment for Memorial Service.. Newspaper_ .,..,,. Private ID Viewing............................... Clergy................................................... WiMessing the Cremation....................... Church/SextonK)rganisUSoloist.................. Packaging and Forwarding Cremated Flowers................................................. . Remains by Registered Mail................... County Coroner Fee................................ �� Personal Delivery ofCremated Remains.....�� Certified Copies of the Death Certificate....... $18. 0� Sca rin of Remains over a�d or Se ...... Med�c�l Documents/Cour�e ........ TOTAL OF PROFESSIONAL SERVICES....... S 95 .00 •� TOTAL OF CASH ADVANCES....................... 48' C. MERCHANDISE: SUMMARY OF CHARGES: Register Book..................................... A. Special Char;ges................................$1,6 9 5.00 Memorial Folders/Prayer Cazds................. ThankYouCazds................................ B. Professional'Services........................... $95.00 Rememberance Package........................ C. Merchandise..............................�35 O- O�P!'�0 Orn(s)........... y�..f�A� D. AutomotiveEquipment............................ $0.00 (Descriprion) 1 V01l.Y IP V1SZC.iR_ .00 E. Cash Advanced Items........................... $48 .00 , Urn Burial Vault Container...: .�-.... . .1:.. CAtJT��— 1 ,838.00 (Description) SU$TOTAL................................................... Veteran Flag Case................................. CREDITS................................................... . -� � Grave Mazker/Monument........................ TOTAL DUE.............. 48. 0 .................................. _ . ....... PAID.......................................................... $0.00 .......... BAI.ANCE DUE.................................... • Arrange Deliver Remains To •••• .......... - — ...... .00 TOTAL MERCHANDISE ..............................� Because our packages are sold at a reduced fee,no refund will be given for changes. If�I��y,yr�re��[y r��qt�re�g��8�c1�of�y��th�,i�(isted��v�,iw��rill enplain[he requirement below. ige I agree that 1 have examined the items oS goods end services selected ebove and found them to be coRect and eccmding ro the arrangements 1 have requested. acknowledge receipt of a copy of this Statement of Goods and S�ice,s Selected. I repre�ent tNat I have sufficient Ponds available for payment of ihe cesh price for thi goads and srnices selected. Ilel�S,� e to make payment of$ u�l 1 within s days. I agrce to be jointly end severaliy lipble wifh enyone else who sign; below. A lete charge of 1 /��cr month amouming to per year wiil be applied[o Ne mryaid belance begi�ming 4 deys from the da[e oC thi: agcement [will also pay co fhe Funelal Director all masonable costs paid by the Funefel Direc[or to wllec[amounu I owc under this agreement. Those costs rtrey includi attameys'fees,court costs end athtt cosis. My adddional services or merchandi5e orderetl or mquested alier ihe dah of fhis a�eement will be considercd par[of thi: agreement and ihe cost Ihereof wili be reflected on Ne Cmel bill or s[atemen[. X (Seal)_ �"`��""��'�-�• � Feb 17 , 2013 � i (Purahsser) (Daro1 (Seal)_ ��r RECEIPT FOR PAYME'NT GLENDA FARNER STRASBAUGH Receipt: Date : 3/21/2013 Cumberland County - Register Of Wills Receipt: Time : 14 :48 : 23 One Courthouse S quare Receipt No. : 1073521 Carlisle, PA 17013 KOEHLEI3 ROBERT B Estate F'ile No. : 2013-00334 Paid By Remarks : IRWIN & MCKNIGHT PC HMW - ----- --- R.eceipt Distribution --- -- ---- - - ----- - Fee/Tax Description Payment Amount Payee Name PETITION LTRS ADM 660 . 00 CUMBERLAND COUNTY GENERAL FUN SHORT CERTIFICATE 5 . 00 CUMBERLAND COUNTY GENERAL FUN JCS FEE 23 . 50 BUREAU OF R.ECEIPTS & CNTR M.D AUTOMATION FEE 5 . 00 CUMBERLAND COUNTY GENERAL FUN RENUNCIATIOPd 10 . 00 CUMBERLAND COUNTY GENERAL FUN INVENTORY 15 . 00 CUMBERLAND COUNTY GENERAL FUN INH TAX RETt7RN 15 . 00 CUMBERLAND COUNTY GENERAL FUN Check# 7937 $733 . 50 Total Received. . . . . . . . . $733 . 50 RECEIPT FOR PAYME;NT GLENDA FARNER STRASBAUGH Receipt: Date : 5/07/2013 Cumberland County - Register Of Wills Receipt: Time : 09 : 00 : 54 One Coui-thouse Square Receipt: No. : 1074093 Carlisle, PA 17613 KOE;HLER ROBERT B Estate F'ile No. : 2013-00334 Paid By Remarks : IRWIN & MCKNIGHT CJ -- - ----------- keceipt Distribution - -- ---- ---- -------- Fee/Tax Description Payment Amount Payee Name BOND 15 . 00 CUMBERLAND COUNTY GENERAL FUN ------------ Check# 33793 $15 . 00 Total Received. . . . . . . . . $15 . 00 ✓