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Home My WebLink About11-14-13 ESTATE OF : IN THE COURT OF COMMON PLEAS ROBERT B.KOEHLER : CUMBERLAND COUNTY,PENNSYLVA1vIA : �..:. : ORPHANS' COURT DIV�IO�N � � �rn : NO. 21-13-0334 � �n �'= � � � sr�'- c c� � PETITION TO RELEASE BOND � � � � � � � � � o � c� c� � �o -n -n c� � � � ;.� -� TO THE HONORABLE JUDGES OF SAID COURT: ° � �,, � � . -�' ,� u, c� Roger B. Irwin, your Petitioner, files this Petition to Release Bond and in sup�t thereo� avers that: (1) Your Petitioner, Roger B. Irwin is a competent adult and is the attorney of record for the Estate of Robert B. Koehler. (2) The Decedent,Robert B. Koehler, died on February 16,2013. (3) Letters of Administration for the Esta.te of Robert B. Koehler were granted on May 7, 2013 to Frederick P. Koehler. Grant of Letters is attached hereto as E�ibit"A." (4) A Decree that the Administrator of the Estate of Robert B. Koehler sha11 post a surety bond in the amount of$2,000,000.00 in the name of the Commonwealth was filed on March 21,2013. Decree of the Register of Wills is attached hereto as Exhibit"B." (5) A Bond and Surety was issued by Sta.te Farm Fire and Casualty Company in the amount of$2,000,000.00 on April 5, 2013. Bond and Surety is attached hereto as Exhibit"C." (6) An inheritance tax prepayment in the amount of$56,858.57 was made on to the Register of Wills on May 16, 2013. Receipt of prepayment is attached hereto as Exhibit"D." (7) The Pennsylvania lnheritance Tax Return was filed on June 5,2013. (8) The approval from the Pennsylvania Department of Revenue for the Inheritance Tax Return filed was received on August 9, 2013. Approval is attached hereto as Exhibit"E." (9) The Administrator of the Estate signed the First and Final Account of the estate on September 5, 2013, with final distributions made to the heirs on September 6, 2013. A copy of the First and Final Account is attached hereto as Exhibit"F." � (10) The Sta.tus Report stating the estate is complete was filed on September 10, 2013. Sta.tus Report is atta.ched hereto as Exhibit"G." WHEREFORE, your Petitioner respectfully requests that an Order be issued closing the estate and releasing and discharging State Farm Fire and Casualty Company from the Bond. By /�_ , Roger Irwin,Esquire Supreme Court I.D.No. 6282 IRWIN&McI�NIGHT,P.C. 60 West Pomfret Street Carlisle,PA 17013 (717)249-2353 � � � . � REGISTER OF WILLS - CERTIFICATE OF CUMBERLAND COUNTY GRANT OF LETTERS PENNSYLVANIA ADMINISTRATION �� No. 2013- 00334 PA No. 2�- 13- 0334 Es ta te Of: ROBERT B KOEHLER (Fiisi,Midd/e,LastJ La t e Of: WES T PENNSBORO TO WNSHIP CUMBERLAND COUNTY Deceased Soci al Securi ty No: 142-12-1287 WHEREAS, ROBERT B KOEHLER fFiist Midd/e,Lastl late of WEST PENNSBORO TOWNSHIP CUMBERLAND COUNTY di ed on the 16 th day of February 2 013 and, WHEREAS, the gran t of Le t ters of Admini s tra ti on i s requi red for the admini s tra ti on of the es ta te. THEREFORE, I, GLENDA FARNER STRASBAUGH , Regi s ter of Wi 11 s in and for CUMBERLAND Coun ty, in the Commonweal th of Pennsyl vani a, have this day granted Letters of Administration to: FREDERICK P KOEHLER who has duly qualified as ADMINISTRATOR (RIX) of the estate of the above named decedent and has agreed to administer the estate according to law, all of which fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE, CARL/SLE, PENNSYL VANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office on the 7th day of May 2013. t �. � egister o s � � eputy ; :� **NOTE* .*. ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST) ..., : �_ --_ ' . ,/f,_,��._.__.�-�-- .. i � ,r � ,i ;' , : BEFORE THE REGISTER OF WILLS OF : CUMBERLAND COUNTY,PENNSYLVANIA ESTATE OF : ROBERT B. KOEHLER, : DECEASED : NO 21-13-0334 DECREE OF TI�REGISTER OF WII�LS AND NOW,this 21 St day of March,2013,upon consideration of the Petition for Probate and Grant of Letters filed by Frederick P.Koehler,dated and filed on March 21, 2013,for the estate of Robert B.Koehler,IT IS HEREBY DECREED that the Petitioner shall post surety bond in the amount of$2,000,000.00 in the name of the Commonwealth. Pursuant to Cumberland County Local Rule 359, any corporation acting as surety shall have filed in the office of the Prothonotary, a copy of its last (: annual statement to the Insurance Commissioner of the Commonwealth of Pennsylvania. IT IS FURTHER DECREED that upon proper filing the Bond of Personal Representative, Letters of Adminstration shall be granted to Robert B. Koehler. a� � . . . f,� .� �, ' �'' -�;;'',,,_ ..... �.��:fy. .�.��,:�x z�� .�-��_,-- Glenda Farner Strasbaugh,Register of Wx�lls .._.J �::=- � c O �.;' � �.� � � � � � c� -�, � �, :�� ;�'1 ,�.�,. f" N 1� S,� r" � � t-� �.� � � G' � � `~�' -n -:� -�� '� c� �� ..*.� �� :J ��E ..W. • � �- .� �'� � � 1 � ' i'�� r � � � t--�► � :� � `�'1 � BoND � 98 BC Z398 9 : BEFORE THE REGISTER OF WILLS OF � : CUMBERLAND COUNTY,PENNSYLVANIA ESTATE OF ROBERT B ROEHLER , , DECEASED . : NO 21- 13`=9334 BOND AND SURETY FOR PERSONAL REPRESENTATIVE KNOW ALL BY THERE PRESENTS,t�lat �DERICR P ROEHLER �p�cipal(s) �d STATE FARM FIRE AND CASUALTY C��,�S�eties)are held and firmly bound unto the Commonwealth of Pennsylvania in the sum of �0 MILLION AND NO/100 dollars - 2,000,000.00 ($ )to be paid to the Commonwealth,for which payment we do bind ourselves,jointly and severally,our heirs,executors,administrators and successors,the condition of this obligation being that if FREDERICK P KOEHLER as(state fiduCiary capacity) PERSONAL REPRESENTATI�E of the estate of ROBERT B ROEHLER ,deceased,or any of them, sha11 well and truly administer the estate according to law,then this obligation shall be void as to the personal representative or representatives who shall so administer the estate and his or their surety or sureties;but otherwise it shall remain in fu11 force. Signed and sealed this 5�day of �RIL , 2013 ,each intending to be legally bound hereby. Personal Representative Signature(seal) Personal Representative Signature(seal) Personal Representative Signature(seal) J'!1 , b�er�nian/Agency Signature(seal) STATE FARM� FIRE AND CASUALTY C��an/Agency Name 1 STATE FARM PLAZA BLOOMINGTO� II� 617 0 on sman/ gency Address 98 BC Z398 9 � Bondsman/Agency Bond 1'dumber (Attach POA/Authority to transact in PA) . Power of Attorney , STATE FARM FIRE AND CASUALTY COMPANY - KNOW ALL PERSONS BY THESE PRESENTS:That STATE FARM FIRE AND CASUALTY COMPANY�an IAinois corporatbn,with�s prindpal offbe in Bioaning�n�Iliinois,does hereby constltute and appan�Jenni�er Bless�Eugina Brant�Amanda J.CPiRon,Ceola Campbell�Pamela ChancsQor,Julie Fehrman,Mark FiNc,Julie Freed�Matthew J.Gibbons�John R.Horbon,Cynthia Johnson,Susan K Johnson�Connie S.Knox�Ch�stine Maodonnell�L.ori McDowell�Me�asa L Morris,Mary Mn Nix,Vidci Red�nan,Lean�r Rees,Suzanne M.Robertson,Alice Schuler�Kanen Sparks�Mary A Spotts�Steven M• Straub,Heidi Sfievens�Perry Tracy.Karen Weber�Jennifier Wyant,Ka�li Yoder of Bioomington�Illinois its true snd lawful Attomey(s}in-Fad,to make� exec�te�seal ar�deliver for,and on its behalf as surety,any and all bonds,undertakings or other w�itings obligatory i nature of a bond as foHaws: Any such obligation in any amount This appointment is made under and by the authority of a resolution which was passed ' Commi�ee of the Board of Directors of Stafie Farm Fire and Casualty Company on the 8 th day of June�2009�as' du by the Boerd of Direcc:tors in Artide il,Sec�ion 6 of the By-L�ws of the Company,which resolution is: Resolved,that the Officer of the Company who works regularly with su rized to appoint and empower any represeMa�ve of the Company or other person or persons as Attomey-in- If of the Company any bonds� undertakings�pdiaes.cor�trads of indemn'dy or other writings oblig nd,which the Company mi�t exea�te through - its oflicers�and a�ix the seal of the Company thereto.Any said ents by an Attomey-in-Fad shaA be as bir�iing upon the Company as if they had l�een duly executed and ulariy elected or appointed offic�ers of the Company.Any _ Attomey-in-Fact,so appointed,may be removed for good d so graMed may be revoked as spe�fied in the PrnNer of Attomey. Resoived,that the signature of any Officer � ve and the seal of the Company may be affixed by fiacsimile on any power of attomey granted,and the sig of the Company noted above�and the seal of the Company may be affixed by fac�imile to any oer�te of �� y such power or certificate bearing such facsimile signature and seal shail be , valid and binding on the Company. ed and sealed and ceraficate so executed and sealed shall�v�th respect to any bond or undertaking to whi ed, ' ue to be valid and binding on the Company. IN WITNESS THER Sl� FARM FIRE AND CASUALTY COMPANY has caused this instrument to be signed by its Assistant . Secretary Treasurer,a rporate Seal to be affixed this 8 th.day of June�2009. i. � This APPOI L CEASE AND TERMINATE AUTOMATICALLY AS OF DECEMBER 31�2013,UNLESS SOONER REVOKED AS P D. � '`�a�'"` STATE FARM FIRE AND CASUALTY COMPANY t�''E"�°••`•�'�'+��''y �:''� ' ':r+�4 :�: c��oR�t�.•�,� �/V ��: ..... � �4G:,.��.�. :��' By' . . ��4• ,.�p__s istant S ry Treasurer STATE OF ILLINOIS �'��*!��,- � COUNTY OF McLEAN On this�h day ofi June 2�9, before me pe�sonally came Bradley M.Weaver to me known,who being duly sworn,did depose and say that he is Assistar�t Sea+etary Tre�urer of STATE FARM FIRE AND CASUALTY COMPANY�the oorpora�on described in and which exec��ed the above instnxnent; that he knaws the seal of said corporadon;that the seal aft�ced to said instrument is such Corporate Seal;and that he ezecuted said i�ment on behaif of the carpora�on by authority of his offfiCCe under the By-Laws of said oorpora�on. L�FF�iIA�.�I�J�L. �'�� Notary Public NOTARY Pt�L�-STA�OF��.U�S �� My commission expires July 24,2014 CERTIFICATE i� the undersigr�ed Officer of STATE FARM FIRE AND CASUALTY COMPANY, do hereby certify that the original Power of Attomey of which the foregoing is a true and vomec�copy�is in full foroe and effed and has not been nevoked and the resolutions as set forth are now in foroe. Signed and sealed at Bloomington,Iilinois.Dated this T�H day of APRIL 2013. t��~�",, . ... �� , �'.�' :''�4 ;~� Gp1t�ORA�,f':;�, ..• f/ ��'•,5E16.� '��_ - �"'�'�:;;�;;��'�= Assistar�t Secretary Tre N........��``' If you have a question conceming the validity of this Pow�er of Attomey,cail(309)766-2090. FB6-9043.47A (01-03-12) Printed in U.SA. Agent Name ��•neam�N Agent Code#&Sta.te P� ��3 . Bond�1'olicy# Pr� qe�-gc-�398--9 AP ��`' J The enclosed materials were: Underwritten by:J� Typed by: 13 Checked by: The Fidelity&Surety Bond department appreciates your business. Please read the checked items. � Bon . with power of attomey. After the customer has signed as Principal,he/she needs to send both to the Obligee(eatity requiring the bond).� • Resident Agent: if required,you will need to sign. • Acknowledgment of Principal: if required,your insured will need to have a Notary Public or County Clerk complete it. Please verify this bond appears on your system. If it does not,please contact us immediately. For renewals, a bill is being sent to the insured. If this renewal bond is not needed,ptease mark�cance!'and return it to us. ❑ Indemnitv Asreement: Please have appropriate person(s)sign where indicated,and return to us within 30 days. � ❑ Continuntion Certif�cate: with power of attomey. The customer needs to send both to the Obligee(entity requiring the bond): A bill is being sent to the customer. If the bond is no longer needed,please mark`cancel'and return , the original Continuation Certificate to us. ❑ Stiuutation: (endorsement)with power of attorney. After the customer has signed as Principal,he/she needs to send both to the Obligee(entity requiring the bond). � When this indented box is marked, the Obligee(entity requiring the bond)must sign a copy of the the stipulation and have it returned to us within 30 days. ❑ B_tll.• Attached for$ 0 Ptease collect the premium before reteasiag the bond to the customer. To follow for$ ❑ Ftdelitv Policv: This is for the customer.No countersignature is required. The extra copy of the Declaxation page and Schedule page(if schedule bond)are for your files or you can give them to the customer. ❑ Fidelitv-Amended Dec.Pase/C6ange Form: This is for the customer. ❑ When this indented box is marked, the insured must accept the amendment by signing a copy and have it returned to us within 30 days. ❑ Notarv Pubtic Errors and Omissions Liabilitv Insurance Policv:This is for the customer. ❑ Other: State Farm Fire and Casualty Company Fidelity& Surety Bond Department One State Farm Plaza—D-1 � Bloomington,Iuinois 61710-0001 800-251-BOND(2663) ABS>Bnsiness Lines>Fire>Bonds-Fidelity Surety COM�NONWEALTH OF PENNSYLVANIA REV-1162 EX(1 1-96) DEPARTMENT OF REVENUE ' BUREAU OF INDIVIDUAL TAXES DEPT.280601 HARRISBURG,PA 17128-0801 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 017616 IRWIN ROGER B 60 W POMFRET STREET CARLISLE, PA 17013 ACN ASSESSMENT AMOUNT CONTROL NUMBER -------- fold ---------- 101 � $56,858.57 ESTATE INFORMATION: , ssN: 142-12-1287 � FILE NUMBER: 2113-0334 � DECEDENT NAME: KOEHLER ROBERT B � DATE OF PAYMENT: 05/16/2013 � POSTMARK DATE: 05/16/2013 � COUNTY: CUMBERLAND � DATE O.F DEATH: 02/16/2013 � � ( TOTAL AMOUNT PAID: $56,858.57 � REMARKS: CHECK#033874 INITIALS: BAJ s�,� RECEIVED BY: GLENDA FARNER STRASBAUGH � REGISTER OF WILLS TAXPAYER , , NOTICE OF INHERITANCE TAX � pennsylvania APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENTOF REVENUE BUREAU oF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX INHERITANCE TAX DIVISION REV-1547 IX AFP CO3-13) PO BOX 280601 HARRISBURG PA 17128-0601 ��`i�;��'�� DATE 08-05-2013 ESTATE OF KOEHLER ROBERT B s�� 6� DATE OF DEATH 02-16-2013 FILE NUMBER 21 13-0334 ;RUV{f��1V4CKi�I1C�i°i? COUNTY CUMBERLAND IRWIN ESQ ROGER B ;��,�{}��4(;Yc, ACN 101 60 W POMFRET ST APPEAL DATE: 10-04-2013 CAR L I S L E PA 17 013-324 3 (See reverse side under Objeciions) A�ount Re�itted � MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 CUT ALON6 THIS LINE �--► RETAIN LOWER PORTION FOR YOUR RECORDS E� ------------------------------------------------------------------------------------------- REV-1547 EX AFP CO2-13� NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ---- ESTATE OF: KOEHLER ROBERT BFILE N0. :21 13-0334 ACN: 101 DATE: 08-05-2013 TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate CSchedule A) C1) •�0 NOTE: To ensure proper 2. Stocks and Bonds CSchedule B) C2� 1,372,596.53 credit to your account, .0 0 sub�it the uppe� portion 3. Clossly Held Stock/Partnership Interest CSchedule C) C3) of this form`�with your 4. Mortgages/Notes Receivable CSchedule D) C4) •�0 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property CSchadule E) C5) 2s5 0 9.9 7 6. Jointly Ownad Property CSchedule F) C6� .0 0 7. Transfers CSchedule G) �� .0 0 8. Total Assets c8) 1,375,106.50 APPROVED DEDUCTIONS AND EXEMPTIONS: ' 9. Funeral Expense.s/Ad�. Costs/Misc. Expenses CSchedule H) �g� 49.241.65 10. Debts/Mortgage Liabilities/Liens CSchedule I) C10) 8.744.4 1 11. Total Deductions Cii) 57,986.06 12. Net Value of Tax Retu`rn �12� 1,317,120.44 13. Charitabls/6overnmental Bequests; Non-elected 9113 Trusts CSchedule J) C13� .0 0 14. Net Value� of Estate Subject to Tax C14� 1 s 317,120.44 NOTEs If an assess�ent was issue�d previously, Lines 14, 15; 16, 17, 18 and/or 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 C15) •00 X OD _� .00 _ _ . . 16. Amount of Line 14 taxable at lineal rate C16) � •;�7•��_44 X 045 = 59,270.42 17. Amount of Line 14 at sibling rate C17) -�� X 12 = .00 18. Amount of Line 14 taxable at collateral rate C18) .0 0 X 1 5 = .0 0 19. Principal Tax Due C19�= 59,270.42 TAX CREDITS: � PAYMENT RECEIPT DISCOUNT C+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID 05-16-2013 CD017616 2,963.52 56,858.57 TOTAL TAX PAYMENT 59,822.09 BALANCE OF TAX DUE 551.67CR INTEREST AND PEN. .00 TOTAL DUE 551.67CR * IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT CCR), YOU MAY BE DUE FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS. t ¢ . � . FIRST AND FINAL ACCOYJNT AND � PROPnSED DISTRIBUTION OF FREDERICK P. KOEHLER,EXECUTOR OF THE ESTATE UF RUBERT B. KOEHIaER,DECEASED . LATE QF WEST PENNSBURO T4WNSHIP, CUMBEi�;I.,AND C4UNTY Estate File#: Zl•13-0334 Estate�IN#: 46-6660061 Date of Deat6: February 16,2013 Letters Graated: March 7,2013 Datea of Advertisemen� � The Sentinel- May 13,20,27,2Q13 Cumberland Law Journat- May 31,Jane 7,14,2013 Account Stated To:� Auga�t 27,2413 SU�Y dE INDEX � Principal P_a, Qes Amount Receipts 2 $1,375,l Ob.50 Net Gain or(Loss)on Conversions 2 $5,458.95 Receipts Subsequent to�anventory 2 $19,932.13 Adjusted Balance 3 $1,400,497.58 Costs of Adm'utistration 3 $83,764.57 Distribu�ions to Beneficiaries 3 $1,279,478.18 Reserves 3 $5,375.00 Pro�sed Distributions 4 $31,879.83 Roger B.Irwin,Esquire IRWIN 8t McKTIIGHT,P.C. 60 West Pomfre�t Street - . Carlisle,PA 17013 (717) 249-2353 � �. . � RECEIPTS OFPRINCIPAL Valne of Assef� P�d�ciary Listed in Inveatory Acquts�tion (d/o/d valae) Valne Per.�wtal Properly: 2,800 Sha�res of Legg Mason CBA Equity Fund Class C $40,404.40 $43,148.00 Vanguard—High-Yield Corp Fund ADM $54,589.03 $54,589.03 Vangvard—Wellesley Income Fund ADM $517,216.36 $517,216.36 Vanguard—GNMA Fund Admiral Shares $304,2�7.23 $304,207.23 Vanguard—Prime Money Market Fund $56,369.27 $58,963.34 Vanguard—Long-Terrn Invest-GR ADM $223,465.Sb $223,465.56 Vanguard—PA LT Tax-Exempt Admiral $176,345.08 $175,040.94 M&T Bank—Checking Account#1247220 $2,509.97 $3,934.99 TOTAL RECEIPTS OF PRINCIPAL $1,375,106.SU $1,380,565.45 RECEIPTS SUBSEQUENT TO I.NVENTORI' (Value When Received) � OS/09/13 Legg Mason Funds,Dividend Income..................................................................$168.20 OS/09/13 Legg Mason Funds,Dividend Income..................................................................$121.25 05/24/13 United States Treasury,VA Death Benefit........................................................$5,138.79 OS/24/13 United States Treasury,VA Death Benefit........................................................$5,124.39 05/30/13 Prudential Insurance Co.,Life Insurance...........................................................$5,406.49 OS/30/13 Sun Life Financial,Life insurance.....................................................................$3,380.55 � Q6/24/13 Presbyterian Homes,Refund................................................................................$992.46 TOTAL RECEIPTS ST7BSEQUENT TO INVENTORY..............................$19,93Z.13 2 � � REC'APITULATION RECEIPTS RECEIPTS OF PRINCIPAL(Fid�c��ry Acqu�tion value)............................................$1�380�565.45 RECEIPTS SUBSEQUENT TO INVENT4RY.........................................................�19,9,2 3 TOTAI.RECEIPTS OF PRINCIPAL&INCUME .................................�1,400,497.58 DISBUR,SEII�ENT'S cosls ojAdrn�,c�strarlon: 03/22/13 State Farm Insivance,Bond...............................................................................$2,610.00 04/23/13 Register of Wills,Filing Fee...................................................................................$15.00 OS/Ob/13 Regist�r of�Vills,Short Certificate........................................................................$15.00 � 05/15/13 Cumberland Law Journal,Estate Notice................................................................$75.00 OS/15/13 Register of Wills,Agent,Inheri�nce Tax Prepayment...................................$Sb,858.57 06I03/13 Frederick P.Kcehler,Reimbursement ofTravel Expenses,Finai Biils aad Taxes.........$12,904.56 06/06/13 Irwin&McKnight,P.C.,Reimbursement of Probate Fee....................................$733.50 � 06/06/13 Register of Wills,Additional Probate Fee............................................................$200.00 06/06/13 The Sentinel,Estate Notice...................................................................................$189.54 06/18/13 Irwin&McK�ight,P.C.,Partial Attorney Fee................................................$l 0,000.0U . 08/27/13 Ftederiok P. Koehler,Reimbwrsement of Lehigh Valley Respiratory Care Bill.....................$163.40 Y�iYW�• ��N��N��H��M��w��N��N��N�N�N��WN�NN�N��N\��N��NI��N�N�N��N�N�N��N��N��p�i83,76�.57 D�bW�O�J.4 t0 BBAEf�C�QT�4: Vanguard High Yield Corp Fund ADM,Transfer-in-K111C�(David,Pcter 8t Fred�rick)................$54,589.03 Vanguard Wellesley Income Fund ADM,Transfer-in-Kind��a,�a�F��............$517,216.3b C�NMA Fund Ad�niral Shares,Transfer-in-Kind�►�d,a��F�;��.............................$304,207.23 Long-Term Invest-GR ADM,Transfer-in-Kind�n�►�a,�a�F�a«��...........................:..$223,4b5.56 DavidP.Koeliler ..........................................................................................................$60,OU0.00 PeterG.Koehler ..........................................................................................................$60,000.40 � FrederickP.Koehler........................................................................................................$60,000.00 S�{VWiN� �N��NN��N�N��N��N��N�N�N��NN�N��N��N��N��M��N��I�ZI l'�/�I� Reserve4: Irwin�McKnight,P.C.,Fina1 Attorney Fee.....................................................................$5,000.00 Patric�a A.Rosendale,CPA,Fina1 Fiduciary Tax Return.....................................................$375.00 Y��• ��N��N��N��NNN��NN��N��N��NN��N��N��N��\�N��N��N�N�N��N��N��S��S�VV TOTAL DISBURSEMENTS OF PRINCIPAL..........................................$1,3b8,b17.75 3 � s► .RECAPITU�AT�ON TOTAL RECEIPTS OF PI2INCIPAL&I1vCOME......................:.......................$1,400,497.58 TQTAL DISBURSEMENTS OF PRINCIPAL&INC4ME.............................-51.368.617.75 BALANCE FUR FINAL DISTRIBUTION��N�N��N��N��N�.$31,879.83 FINAL DISTRIBUTION FrederickP.Kcehler........................................................................................................$10,626.61 DavidR.Koehler..............................................................................................................$10,626.61 PeterG.Koehler...............................................................................................................$10,626.61 ENDING BALANCE $-0- 4 / . � a . � STATE OF I�� j�C.- : . : ss . COUNTY OF �--(,�t�� : Frederick P. Koebier, Executor for the Estate of Robert B. Koehler, deceased, hereby declares under oath [under penalty of perjury] that he has fully and faithfially discharged the duties of his office; tbat the foregoing First and Final Account is true and con�ect and fully disclose�s all significant trans�ctions occurring during the accounting period; that a11 known claims against the estate have been paid in full; that,to his knowledge,there are no claims now outstanding against the Estate;and that all taxes presently due from the estate have been paid. � ' � -�.,.. . Frederick P.Koehler,Executor Sworn and subscribed � before me this 5 �na�am�rRa uo.�ore�n4s day of 2013. 4�M � � M!►GommMNon� O�rt!/F�1� Notary Public 5 . , . Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERI-AND COUNTY,PENNSYLVANIA Name of Decedent: ROBERT B.KOEHLER Date of Death: FEBRUARY 16,2013 File Number:21-13-0334 Pursuant to Pa. O.C.Rule 6.12,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 0 No 2. If the answer is No, sta.te when the personal representative reasonably believes that the administration will be complete: 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 � b. The separa.te Orphans' Court No. (if any)for the personal representative's account is: c. Did the personal representative state an account . informally to the parties in interest? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . �Yes ❑No d. Copies of receipts,releases,joinders and approvals of fornial or infornaal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. � `� �f` `✓ L�� SEP��BE�10,20�3 a- - k�,; "", �•, � " Sigmrt:a�e of Person iling his Form . ' ;��: �. , _ r�� % '- � �---- ='� c.� �,; Capacity: OPersonal Representative �Counsel cT- ,�,�.:� �� '� `"� � ROGER B. IRWIN,ESQUIRE ��. , � �--.-t `'1 � Name of Person Filin,g this Forne c. - ;a �� '= °�.��: �=i=: := �' 60 WEST POMFRET STREET . �? �.:�� u:, `'Q = Address -- 1„s,� �`�; c"? U � = � CARLISLE,PA 17013 (717)249-2353 � Telephone Forne RW-10 rev 10.13.06