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01-15-14
1505610148 REV-1500 EX(01-10) OFFICIAL USE ONLY PA Department of Revenue County Code Year File Number Bureau of Individual Taxes PO BOX 280601 INHERITANCE TAX RETURN 21 11 0068 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death MMDDYYYY Date of Birth MMDDYYYY 11272010 10301931 Decedent's Last Name Suffix Decedent's First Name MI MARSH MARLIN L (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE BOXES BELOW ® 1. Original Return ❑ 2. Supplemental Return ❑ 3. Remainder Return(date of death prior to 12-13-82) ❑ 4. Limited Estate ❑ 4a. Future Interest Compromise(date of ❑ 5. Federal Estate Tax Return Required death after 12-12-82) ❑ 6. Decedent Died Testate ❑ 7. Decedent Maintained a Living Trust 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust) ❑ 9. Litigation Proceeds Received ❑ 10. Spousal Poverty Credit(dale of death ❑ 11. Election to tax under Sec.9113(A) between 12-31-91 and 1-1-95) (Attach Sch.O) CORRESPONDENT- THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number STEVEN J . SCHIFFMAN, ESQ • 717-540-9170 REGISTER OF,WI�LS USE ONLY C") C= - rn C> rn First line of address Ca _:0 p0 Z1 SUITE 201 ? f-- I-- i o Second line of address (n cn b O O 2080 LINGLESTOWN ROAD a ' _C> 'r City or Post Office State ZIP Code c r1 DACE FILED- -1 tV t--- rn HARRISBURG, PA 17110 r- :c. N O C T Correspondent's e-mail address: SSCHIFFMAN@SSBC-LAW- COM Under penalties of perjury,I declare that I have examined this nuum,including accompanying schedules and statements,and to the best of my knowledge and belief, it is true,correct and plete.Declaration of ep r other than the personal representative is based on all information ofgrich preparer has any knowledge. SIGNATURE OF_PERt30N RESPQNISIBLE FOR ETURN DATE 0 2v ADDRESS 2216 WALNUT ET HARRISBURG, PA 17103-2426 SIGNA F PR T R TH NTATIVE DATE — --Z 01 DR SS 2080 LINGLE WN RD - , SUITE 201 HARRISBURG, PA 17110 PLEASE USE ORIGINAL FORM ONLY Side 7 1505610148 8M46474.000 1505610148 1505610248 REV-1500 EX Decedent's Social Security Number Decedent's Name MARCH MARLIN L RECAPITULATION 1. Real Estate(Schedule A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 1301976 . 00 2. Stocks and Bonds(Schedule S) . . . . . . . . . . . . . . . . . . . . . . . . . 2. 442 - 00 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C), , , , , 3, 0 • 00 4. Mortgages and Notes Receivable(Schedule D) , , , , , , , , , , , , , , , , , 4, 0 • 00 5. Cash, Bank Deposits and Miscellaneous Personal Property(Schedule E) , , , , , 5. 291976 - 00 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested , , , , 6. 0 • 00 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) F-1 Separate Billing Requested . . . . 7. 0 • 00 8. Total Gross Assets(total Lines 1 through 7) . . . . . . . . . . . . . . . . . . 8. 1611394 • 00 9. Funeral Expenses and Administrative Costs(Schedule H), , , , , , , , , , , , , ,9. 891517 - 00 10. Debts of Decedent, Mortgage Liabilities,and Liens(Schedule 1) , , , , , , , , , 10. 882 - 00 11. Total Deductions(total Lines 9 and 10). . . . . . . . . . . . . . . . . . . . 11. 901399 .00 12. Net Value of Estate(Line 8 minus Line 11) , , , , , , , , , , , , , , , , , , , 12. 70,995 • 00 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made(Schedule J), , , , , , , , , , , , , , , , 13. 0 - 00 14. Net Value Subject to Tax(Line 12 minus Line 13) . 14. 701995- 00 TAX COMPUTATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers unsier Sec.9116 (a)(1.2)X.0- 0 . 00 15. 0 . 00 16. Amount of Line 14 t xable at....-rate X.049 701995 . 00 16. 31195. 00 17. Amount of Line 14 taxable at sibling rate X.12 0 . 00 17. 0 . 00 18. Amount of Line 14 taxable at collateral rate X.15 0 . 00 18. 0 . 00 19. TAX DUE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 31195 . 00 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT X❑ Side 2 L 1505610248 1505610248 9M4649 4.000 REV-1500 EX Page 3 File Number Decedent's Complete Address: 21 11 0068 DECEDENT'S NAME MARSH MARLIN L STREETADDRESS �140 OXFORD ROAD CUMBERLAND CITY STATE LP GARDNERS PA 117324- Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 3,195-00 2. Credits/Payments A.Prior Payments 0 - 110 B. Discount 0 . 00 Total Credits(A+B) (2) 0 .00 3. Interest (3) 0 . 00 4. If Line 2 is greater than Line 1 +Line 3,enter the difference.This is the OVERPAYMENT. Fill in box on Page 2, Line 20 to request a refund. (4) 0 . 00 5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 3,195 - 00 Make check payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a.retain the use or income of the property transferred; LA b. retain the right to designate who shall use the property transferred or its Income; . . . . . . . . . . c.retain a reversionary Interest;or . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . d.receive the promise for life of either payments,benefits or care?. . . . . . . . . . . . . . . . . . 2. If death occurred after Dec. 12, 1982,did decedent transfer property within one year of death without receiving adequate consideration? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3. Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her death? 4. Did decedent own an individual retirement account,annuity,or other non-probate property,which ❑ contains a beneficiary designation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1,1994,and before Jan.1, 1995,the lax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent(72 P.S.§9116(a)(1.1)(1)]. 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 172 P.S. §9116 (a)(1.1)(ii)].The statute does not exempt a transfer to a surviving spouse from lax,and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficlary. For dates of death on or after July 1,2000: • The tax rate Imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent or a stepparent of the child is 0 percent[72 P.S.§9116(a)(1.2)]. • The lax rate Imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as noted in 72 P.S.§9116(1.2)172 P.S.§9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent[72 P.S.§9116(a)(1.3)].A sibling Is defined,under Section 9102,as an individual who has at least one parent In common with the decedent,whether by blood or adoption. OM4671 2.000 REV-15M EX (01-10) SCHEDULE A pennsylvania DEPARTMENT OF REVENUE INHERITANCE TAX RETURN REAL ESTATE RMIDENTDECEDENT ESTATE OF: FILE NUMBER: MARLIN L MARSH ESTATE 21 11 0068 All real property owned solely or as a tenant In common must be reported affair marketvalue.Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller,neither being compelled to buy or sell,both having reasonable knowledge of the relevanlfacts. Real property that is joindyrowned with right of survivorship must be disclosed on Schedule F. Attach a copy of the settlement sheet if the property has been sold. ITEM Include a copy of the deed showing decedents interest Rowned as tenant in common. VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 340 OXFORD ROAD GARDNERS, PA 17324 130,976 (Sale Price Plus Credits See Attached Settlement Sheet) TOTAL (Also enter on Line 1,Recapitulation.) E 130,976 9W4e95 2.000 If more space is needed, use additional sheets of paper of the same size. REV-1503 EX�(6.98) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER MARLIN L. MARSH ESTATE 21 11 0068 All property Jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 100 Par $100.00 Series E Savings Bond Serial Number: C107485254E; Issue Date: April 1945 442 TOTAL (Also enter on line 2,Recapitulation) $ 442 3W4696 1.000 (If more space is needed,insert additional sheets of the same size) REV-1508 EX-(6-98) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, &MISC. INHERITANCE TAX RETURN RESIDENT DECEDENT PERSONAL PROPERTY ESTATE OF FILE NUMBER MARLIN L. MARSH ESTATE 21 110068 Include the proceeds of litigation and the data the proceeds were received by the estate. All poopertyJoIntlyowned with the rI ht of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 COINS (Various) 6,134 2 PERSONAL PROPERTY GROSS AUCTION PROCEEDS (See Attached Settlement Statement) 6,806 3 ADAMS COUNTY NATIONAL BANK 2,006 4 US TREASURY SOCIAL SECURITY (5 UNCASHED CHECKS @ $848.00 EACH) 4,240 5 Cash 6,921 6 MILITARY ITEMS 400 7 TOOLBOX/CAR (The Executor received the sum of $2,000 for the 1993 Chevrolet Sedan (disrepair and not running) and a toolbox) 2,000 8 LAWNMOWER 800 9 FOREMOST INSURANCE (REFUND) 198 10 UNITED STATES LIABILITY INSURANCE (REFUND) 471 TOTAL Also enter on line 5 Recapitulation) $ 29,976 3w46AD 1.000 (If more space is needed,insert additional sheets of the same size) REV-1511 EX-(pIc- e)ennsylvania SCHEDULE H P DEPARTMENTOF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER MARLIN L MARSH ESTATE 9111 0068 Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERALEXPENSES: i SILBAUGH MEMORIAL HEADSTONE 2,383 Total from continuation schedules . . . . . . . . . 7,034 B. ADMINISTRATIVE COSTS: I. Personal Representative Commissions: 12,975 Name(s)of Personal Representalive(s)LACY HAYS , ,TB Street Address 2216 WALNUT STREET City HARRISBURG State PA zip 17103-2426 Year(s)Commission Paid: 2013 2. Attorney Fees: (SEE ATTACHED FOR FURTHER EXPLANATION) 35,188 3. Family Exemption: (If Decedent's address is not the same as claimant's,attach explanation.) Claimant Street Address City Stale ZIP Relationship of Claimant to Decedent 4. Probate Fees: 5. Accountant Fees: 6. Tax Return Preparer Fees: 7. 1 SUSAN KUHN (COSTS ADVANCED PER ACCOUNTING) 5,509 2 CUMBERLAND COUNTY TAX CLAIM BUREAU (2010 TAX LIEN) 2,007 3 DUPLICATION OF KEYS 31 Total from continuation schedules . . . . . . . . . 24,390 TOTAL(Also enter on Line 9,Recapitulation) $ 89,517 aw46AG 2.000 If more space is needed, use additional sheets of paper of the same size. Estate of: MARLIN L. MARSH ESTATE 21 11 0068 Schedule H Part 1 (Page 2) Item No. Description Amount 2 HOLLINGER FUNERAL HOME AND CREMATORY, INC. 7,034 Total (Carry forward to main schedule) 7,034 Estate of: MARLIN L. MARSH ESTATE 21 11 0068 Schedule H Part 7 (Page 2) 4 RICKY STONEBREAKER (REAL ESTATE-ELECTRICAL) 700 5 CLEANING SUPPLIES 51 6 KYLE BINGER (MOWING) 1,490 7 ROBERT C. CAIRNS, TAX COLLECTOR 2,227 8 KEVIN M. WICKARD, AUCTIONEER 293 9 MARSH EXCAVATING 200 10 ROB NESTOR (Furnace Repair) 755 11 BRENDA SPECK (MOWING) 130 12 RT CAREY TRUCKING LLC 575 13 PNC ESTATE BANK ACCOUNT FEES 10 14 SHIPLEY FUEL OIL 5,048 15 AUTIONEER COSTS PERSONAL PROPERTY 2,349 16 MET ED 678 17 REGISTER OF WILLS OF CUMBERLAND COUNTY 65 18 DAUPHIN COUNTY REGISTER OF WILLS (ADMINISTRATOR OATH FEE) 20 19 REAL ESTATE COSTS OF SALE (See Attached Settlement Sheet) 6,229 20 FOREMOST INSURANCE COMPANY C/O STONE S EDWARDS INSURANCE AGENCY (PROPERTY INSURANCE 340 OXFORD ROAD, GARDNERS, PA) 434 21 DIVERSIFIED APPRAISAL SERVICES (UPDATED APPRAISAL OF 340 OXFORD ROAD, GARDNERS, PA) 350 22 US LIABILITY INSURANCE COMPANY 1,302 23 CITIZENS BANK DELUXE CHECKS 40 Total (Carry forward to main schedule) 22,946 Estate of: MARLIN L. MARSH ESTATE 21 11 0068 Schedule H Part 7 (Page 3) 24 MARC ROBERTS, ESQ. (PREVIOUS ATTORNEY COSTS AS OUTLINED ON ATTACHED BILLING STATEMENT) 810 25 WOLFE'S FUEL OIL & GAS (OIL FOR RESIDENCE - REIMBURSEMENT TO CHARLES YANA) 634 Total (Carry forward to main schedule) 1,444 REV-1512EX+(12-05) SCHEDULE pennsylvania DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES& LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER MARLIN L. MARSH ESTATE 21 11 0068 Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. CUMBERLAND VALLEY PAIN MANAGEMENT 34 2 US TREASURY, RECLAIM OF MONTHLY BENEFIT CHECK OVERPAYMENT 848 TOTAL Also enter on Line 10,Recapitulation) $ 882 ew46AH 2.000 If more space is needed,insert additional sheets of the same size. REV-1513 EX+( SCHEDULE J penns nsylvania DEPARTMENTOF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: MARLIN L. MARSH ESTATE 211 0068 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustees) OF ESTATE I TAXABLE DISTRIBUTIONS[Include outright spousal distributions and transfers under Sec.9116(a)(1.2).1 1, SUSAN KUHN 151 SOUTH EAST STREET CARLISLE, PA 17013 One Third of Residue: 23,665 Daughter 23,665 2 BRENDA SLAYBAUGH-SPECK 100 STONEHEDGE DRIVE CARLISLE, PA 17015 One Third of Residue: 23,665 Daughter 23,665 3 JUDY ANN ESTILL - 2829 S. QUEEN STREET DALLASTOWN, PA 17313 One Third of Residue: 23,665 Daughter 23,665 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE. II NON-TAXABLE DISTRIBUTIONS A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. TOTAL OF PART It-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ 0 If more space is needed, use additional sheets of paper of the same size. 9W46Al 2.000 c"°4""oeytl OMB Approval No.2502.0205 A. Settlement Statement(HUD-4) B.Type of Loan 1.0 FHA 2.0 RHS 3,©Conv.Unins, 6. File Number: 7. Loan Number. S Mortgage Insurance Case Number: 4.0 VA 6.0 Cam.lee. 215703 680074121 C. Note: This form islur0ishedlo give you slalement of actual settlement coats. Amounts paid to and by the seflamontegent are shown. Items marker!"(p.o.eJ'wars paid outside the closing:they are shown here fprinformatfonal purposes and are not Included in the totals. D. Name and Address of Borrower: F Name and Address olSeller, F.Name and Address of Lender. David H.Piper Estate of Martin L Marsh Members let FCU 74 Victory Church Road 2216 Walnut Street PO Box 40 Gardners,PA 17324 Harrisburg.PA 17103 Mechanicsburg,PA 17058 G. property Location: H. Settlement Agent: t, Setlement Data: 340 Oxford Road Mooney&Associates Gardners,PA 17324 230 York Street September 26,2013 Adams County,Pennsylvania Hanover,PA 173$1 Ph. (717)632-4656 South Middleton TOVmsi3p Place orsettlemeni: 2 South Hanover Street Carlisle,PA 17013 J. Summary of Somov res transaction K. SUMmaryof Soller'atmeaaction 100. Grass Amami Due from Borrorrer: 400, Gross Anwrmt Due to Seller. 101. Contract sales price 130,000110 4D1. Contract sales price 134t a00At 102. Personal property 402. Personal ra arty 103. Selllernent Char eslo Borrower Line 1400 4,032.07 403. 104. Pa o(fWFlrstM e age 404. 105. 405. Adustamns for items paid b Sai'orinadvanca Adjustments for items paid by Sauer to advance 106. Clf own Taxes 09/26/13 to OiNVt4 R2 406.Cltrrown Taxes 09/23/13 to OTMI114 2.7 107. Count Taxes 09/26/13 to 01/01114 166.01 407 County Texas 09/26"3 to 2M '1 166.01 105. School Tax 09126113 l0 0710V74 1887.30 408.School Tax 09/26113 to 07/01!14 1.807.3 109. 409. 110. 410. ill, 411, 112. 412. 120, Grass Amount Duo from Borrower 136,608.10 420.Gross Amount Due to Seller 131,976.005 200.Amounts Paid by or in Behalf of Borrower SM Reductions In Amount Due Seller. 201. Deposit or earnest morway 13,O10CD 501. Excess deposit 4ae Instruchana 202. Principal amount of new loans 117000.00 502, Settlement char es to Seller Une 1400 6.229.0 203. Existing loon(s)taken subject to 503. Existing loans taken aobect to Z04. Credit for appraisal 425.09 504, Payoff First Mortgage 205. 505. 1fSewrtd a a 205. 506.Deposit retaloed by seller 13,000. 207. 507, 206. 508. 209. 509. Atiustments for items Unpaid b Seller Aduatmants for items Unpaid b Belief 210.CiticTown Texas to 510.Cit own Taxes to 211. CountyTaxes to 511.Ca Taxes to 212. School Tax to 512.School Tax to 213. 513. 214. 514. 215. 515. 216. 518. 217. 517. 218. 518. 219. 519. 221 Total Paw bYffor BarMYRr 130,42540 520.Total Reduction Amount Due Setter 79,229.085 300.Cash at Settiemantiramlto Borrower 800. Cash at setttemont tetfmm Setter 301. Gross amount due from Sarmwer Ilne 720 138608.10 601. Gross amount tlua to Seller line a20 131,918.0 302. Less amount paid rfor Borrower(Ilse 220 ( 130,425.00) 602. Less reductions due Seller(line 520) ( 19,228.0 303,Cash D From [] TO Boirowar 8,183,14 603, Cash E]To E] From Seller 112,746.9 The undersigned eren:rpwartaoyler(al.bntlet{l1.Drp Co Ambit The undarsi0ned hereby owletlge YjegrOt ofa completed copyaflhis statement any allachmerts rofarredio heroin Burrower �y�5..�s--^"'v Seller E.tale art D rd H.Piper --+�- - Lac a „Ezecmor DN 1 ThePUDIfc Reporgnp avDlpn br Nlxmlieu'vnarlrvbrmx4ba IseeEmaMtlatniminutpspertoaptlASp0rtpllc<rnaJaNeMaa.anp f>pertaq Pe Lpb.fi6 baemymryiwttageGNtrfi lormetlart,anLywer ndltpuabd IPt9mplele NI3 WM1,YMeDpblsOlrYY b<uttpntlyaollp OM0 WOVaI,IVmbeI.NV W OAbon @aNblr uYVIeQ 0laplf4mu/o If mvntlnb.y.TMeletlpvlpnetl to proHpa NvprNasroo AGSpA Covert 4>nucxan wltlllMVmv6en tivrinp tl.e uRamentpromaA Page 1 of 3 HUD 1215703.PFD1215703/1 L.Settlement Charges 7oD::Tdtal RaaPEstatearoker Fees Paid From Paid From Oivls MOFconxn(asfon(flae 700)as nflows - Borrowers Sellers 701.5 to Funds at Funds at 702.$ to So0lement Sattlemant 03.Commission paid at siallfument 704. Fixed Broker Fee 705. 800Items:PayabtaT'n,Canaection ivtthl:aan ;; - -- 9o1.Our ari inalian charge S 455.00 from GFE#i 802.Your clSdit or charge Ins for he specific interest ale chosen S (f(om GF 803.Your a ' sl dorf Inalion charges (from GF 455.00 aI ei fee to Memilions 131 FCU town GFE#3 42100 805.Credit Report to from GFE# $06 Tex service to (from GF # 07.Flood certification to ffrom GFE#3 808. from GFE 3 869. GF #3 870. from GFE Of 871. (from GFE 03 900,Jteels:ROqulmd by Lendartoiee)Paid.)n Adyance'1:. 907.Oafl interesl char es from 09126713 to 10/01/13 59 SUM5001day SfromGFE910) 60.10 902.Mortgage insurance premium for morabs to (from GFE#3) 903.Homeowners insurance for 1.0years to State Farm from GFE#11) P.O.C.$GM( )(8)' 904. (from GFE 011) 905. (from GFE#11 1000.Resaryes Dapostted ivkh Le0der - 1001.initial deposit for yaw escrow account from GFE Of 721.97 1002.Homeowners Insurance 3.000 months 0 S 5040 per month S 151.50 1003.Mortgage Insurance months $ per month S 1004.Property taxes months $ per month ^ S 1035- n h er mouth 1008.CilyfCowt Prop.Taxes 8,000 months Q S 43.21 per month S 34566 1007, School Prop.Taxes 4,000 months @ S 146.97 per month S 587.88 1008. $ 1009.Aggro ate Adjustment $ -363.09 110%TIRwCharges 1707.TIDe services and lender's title insurance (from GFE#4) 1,430.00 1102.Settlement or closing fee to S 20.00 1103.Owners title insurance to Old Republic Title Ins. (from GFE#S) 65,00 1104,Lervdaei Ime insmence to Old Republic Title fns. S 1,240.00 1106 Lendar's Nile polig fimli $ 117,000.00 1106.Owner's title policy limit $ 130,000.00 1107. enl's portion of the total title insurance premium to Mooney aAssociates $ 96675 to Patricia A.Black Abstracting S 135.00 110. Underwriters pordon of the total title Insurance premium to Old Rtmutfic Title ins. $ 20325 1109, Insured Closing Letter to Old Republic Title fns. S MOO 1110, S 1111. $ 1112 S 1773. S 120T,13oVeriinenoRecordirl .and Tranalfirchterges 1201.Government tasoudintl charges to Adams County Recorder of Deeds from GFE#71 175.00 1202.Deed 53.50 MoEwage, $ 121.30 Releases S Other S 1203.Tramfor source to Adams County Recorder of Deeds (from GFE#8) 7,3W.90 1204.CitinCoundy my/stamps S 11300.00 S 1300.Of 7205.Stale larlstems 51,300.00 $ 1206, 1207. 1300:Addtlonai 1301.Regmred services ma4 ou can sh for -- -(irom GFE#6J 1302.2013/2014 School,Twp County Taxes to Robert C.Cairns,Tax Collector $ 2,325.4E 1303.2012 Delinquent Taxes to Tax Claim Bureau $ 2,583.6( 1304. $ 1306, S 1400.Total',Settlement Charges,(enteron71nes 103;9oationdand b02:5act[on KY. , 'PaW puWDp91tl9nng Oyborryrvert0)tell9Ha).Waaef(4)br Wba pn0(TI ••Tne MWtplitlpn le,ebwa pera tY9Mya DOt09na1We blot al,MUnt Dlae @tee ln9/aaendumbr Ne compl b pv {{//// e/egnNp pagN tltOtainlomont WO40 at9tlolot maM00pal et91p491o,Rmplab4ropyntpaee2aael v Imm�!t/ amey 8 Associates,Settlement Agent Certlned to be a true copy. Page 2 of 3 HUO-1 (2167o3.PFD215703/19) Comparison of Good Faith Estimate(GFE)and HUD-1 Charges Good Faith Estimate HUO-1 Charges That Cannot Increase HUD-1 Line Number Our ariginallon charge #001 455.00 455.00 Your aftmiked migmation chmIlpes #8D3 455.00 455.00 Transfer taxes 01203 1,3WA0 1,300.00 Charges That in Total Cannot Increase Mora than 10% Good Faith Estimate HUD-1 Gaverametti recording charges 01201 238.00 175.00 Appraisal tae #804 426.E 1 425.00 Total 663.00 G00.00 Increase between GFEand HUD-i Charges S -63.00 or -9.50-, Charges That Can Change Goad Faith Estimate HUD-1 Initial deposit for your escrow account 41001 787.50 721.97 Daily Interest charges A 901 It 12.02050Drday 192.33 00.10 Homeowners insufanes #9D3 606,0D Title services and[enders lilts insurance #1101 1,508.75 1,430.00 Owners title insurance to Old Republic Title ins. #1103 65.00 65.00 Loan Terms Yourinitlai loan amount Is It 117,000AD Your loan term is 15.00 years your Initial Internet rate is 3.7500% Ycurinitial monthly mount ova forpdncMud,Interest and 5862.65 Includes any mortgage insurance is D Principal © Interest ❑ Nwrlgagelnsuranos Can yourinterest rate rise? ❑X No ❑ Yes,it can rise to a modmum of %.The first change will be on_-„„,,,and can change again every-,months after _, Every chango date,your Interest rate can increase or decrease by %! Over the life of the fawn.Your interest rate la guaranteed to never be lover than %or higher than %. Even if you make payments on time,an your loan balance rise? ❑X No ❑ Yes,acenrisemamaximumof$ Even ifyou make payments on time,an your monthly ❑X No ❑ Yes,the first increase can be on.and the monthly amount owed forprinclpal,Interest,and mortgage bmuronce,rise? amount owed can rise to S The M84MUM It can ever rise to is 5 Does your loan have a prepayment penalty? ® No ❑ Yes,your maximum prepayment penalty Is Does yourloan have a balloon payment? Q No ❑ Yas,you haveai:aliaon paymeN ofS due in—Years on_,,,,,,,_ Total monthly amount owed Including escrow account payments ❑ You do not have a monthly escrow payment for Items,such as property Ions and homeowners insurance.You must paytheae items directly yourself. ❑R You have an additional monthly escrow payment of 5240.68 that rasults in a last initial monthly amount owed of$1,103.23.This includes principal,interest,any mortgage insurance and any Rome Checked below: Propertyurace ❑X Ha;naownars insurance ❑ Floodinsurance School Taxes Note: if you have anyquesgons about the Settlement Charges and Loan Terms listed on this form,please contact your fonder. Page 3 of 3 HUDA (215701PFD12157D319) HUD-1 Attachment Borrower(s):David H.Piper Salle(s): Estate of Martin L.Marsh 74 Victory Church Road 2216 Walnut Street Gardners,PA 17324 Harrisburg,PA 17103 Lender.,Members 1st FCU SettlemantAgent:Mooney&Associates (717)632-4656 Place of Settlement 2 South Hanover Street Carlisle,PA 17013 settlement Date:September 26,2013 Property Location:340 Oxford Road Gardners,PA 17324 Adams County,Pennsylvania South Middleton Township Adjusted Origination Charge Details Origination Charge Origination fee 455.00 to Members 1st FCU Total $ 455.06 Origination Credlt)Charge(points)for the specific interest rate chosen Total $ Adjusted Origination Charges t.4116.10 Reserves Deposited with Lender Homeowner's insurance 151.50 3,000 at 50.50 per month CitylCcunty Prop.Taxes 345.68 8.000 at 43.21 per month School Prop.Taxes 587.88 4.000 at 148.97 per month Aggregate Adjustment -363.09 Total $ 721.97 Title Services and Lender's Title Insurance Details BORROWER SELLER Overnight Fees 20.00 to Mooney&Associates Notary Fees 25.00 to Mooney&Associates Wire Fee 10.00 to Mooney&Associates Electronic Transmission Fee 50.00 to Mooney&Associates Tax Certificate 10.00 to Robert C.Cairns Lender's title insurance 1,240.00 to Old Republic Title Ins. Insured Closing Letter 75.00 to Old Republic Title Ins. Total $ 1.430.00 $ 0.00 WARNING: it is a Mime to knowingly make false sletamants to the United states pn this or any similarfa m. Penalties upon conviction can tndudoa fine and imprisonment Fordatatis see: TWO 16 U.S.Code section 1091 and section 1910. (215703.PFD21$7031l9) To La l Sale FINAL SETTLEMENT E � IVt I 'n 11/l ps l DATE OF SALE NOV.NAME s t dor/ ADDRESS 2 V o Klt)(A 9d.d' PHONE Gardner-6 ,` P8 ZIP LOCATION OF SALE 5a rn(2- 2 S Q Jb6 Ve AUCTIONEER KU n M , W i C ka rOk PHONE SELLER'S EXPENSES RECEIPTS PROFESSIONAL FEE . /,AUCTIONEER $ W as CASH $ CLERK I bD/0 $ CHECKS $ 440 q 7'00 CASHIER $ OTHER RECEIPTS OTHER EXPENSES $ $ $ i51 $ 331, 3-5 $ br -'10 n $ 86 .3a oJ7, &6k /lo $ Su I�>- o7 Pro $ Wj9a. 9S> $ I % 6f' 15S. ofla- $ 1, 556,0 LQ3Iq, a5 $ $ $ $ $ $ $ $ TOTAL RECEIPTS $ 86U1a as $ LESS TOTAL EXPENSES � o TOTAL EXPENSES $ NET PROCEEDS PAYABLE TO SELLER $ a I (or we), the seller, accept this settlement and acknowledge receipt of the above specified net proceeds, from the auction of my goods and property sold on the above dote I accept all responsibility for providing merchantable title to all goods, and property sold, and for delivery title to the purchaser. �'2f� I` Date Auctioneer or Cashier's Signature (S I is Signature) /1-a6- aa�l Date Date pd TW -C.), (Seller's Signature) SELLER'S DOPY SUSAN KUHN COSTS ADVANCED MARLIN L. MARSH ESTATE DEATH CERTIFICATES 1-05-11 90.00 HOME DEPOT 1-10-11 20.48 WALMART 1-10-11 52.99 HOME DEPOT 1-14-11 1053.68 HOME DEPOT 1-16-11 3.16 DOLLAR STORE 1-17-11 25.44 SHEETZ 1-17-11 15.00 WALMART 1-18-11 29.20 WALMART 1-18-11 14.22 DOLLAR GENERAL 1-19-11 9.54 DUNKIN DONUTS 1-21-11 7.53 WALMART 1-28-11 18.99 GIANT 1-29-11 11.28 DOLLAR TREE 1-31-11 9.30 HOME DEPOT 4-15-11 70.60 HOME DEPOT 4-17-11 41.47 HOME DEPOT 4-20-11 16.92 HOME DEPOT 4-20-11 162.15 HOME DEPOT 4-23-11 51.64 GAS for guys getting supplies 80.00 RICH 82 HRS 820.00 FREDDY 65.5 HRS 524.00 JOHN 47 HRS 376.00 STORAGE-JANUARY 111.76 STORAGE-FEBRUARY 116.60 STORAGE-MARCH 116.60 FURNACE 550.00 ELECTRIC 700.00 APPRAISAL 350.00 DRY CLEANING 3 quilts 60.00 TOTAL $5509.00 Schedule H -#2 Attorney's Fees—Further Explanation Attorneys fees in the amount of 35,188.00 are being claimed on the return. Susan A. Kuhn and Judy A. Estill were originally appointed as Co-Administrators of the Estate on January 14, 2011. Marc Roberts, Esquire began his representative of the Estate on or about January's, 2011. A copy of his claim against the Estate(9,220.80) as well as billing statement are attached. Payment was made to him in the amount of$810.30 for costs advanced; leaving an attorney fee balance of$8410.50.The Co-Administrators were unable to effectively administer the Estate resulting in his ultimate withdrawal of counsel. Attorney Baric began representation of Susan Kuhn in July, 2011 until December, 2011. Copies of his billing statements in the total amount of$2300.00 are attached. Attorney Kutulakis began representation of Susan Kuhn in April, 2012. Copies of his billing statements in . the total amount of$13,097.85. Attorney Vedder began representation of Judy Estill in July, 2012. Copies of his billing statements in the total amount of$3878.52 are attached. As a result of the Co-Adminstrators' inability to conclude the administration of the Estate,they were removed as Administrators and Lacy Hayes,Jr., Esquire was appointed as Administrator, d.b.n. Administrator Hayes retained Steven J. Schiffman, Esquire as attorney for the Estate.To date, his fees are $4617.50. It is anticipated that his fees will be approximately$7500. Considering the history of this case,the Estate will be filing a formal court accounting requesting a Court Order prior to distribution, which increases the amount of attorney's fees. NOTICE OF CLAIM (Filed Pursuant to 20 Pa.C.S. § 3532) COURT OF COMMON PLEAS OF CUMBFRLAND COUNTY,PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF MARLIN L MARSH, a/k/a MART IN LEROY MARSH ,DECEASED No. 21-11-68 To the Clerk of the Orphans' Court Division: Enter the claim of Marc Roberts , Esquire , in the (Claimant) amount of$ 9 , 210. 80 against the above entitled Estate. The Decedent,who resided at 340 Oxford Road, South Middleton Ton,nchip, (Street Address) Cumberland County, C;arrineraoiedon Nnvemher 27, 7010 Written notice of PA 17324 (Date of Death) said claim was given to ( enonal&preemarive or his/her counsel) at 2216 Walnut Street , Harrisburg PA 17105 (Address) on January 21 (Date) ��� /a A /f4 A� (Dare) // Marc Roberts, Esquire(c/ ima g 1 / O FAQt M 1 t street (Street Address) York PA 17401 (City.State,zip) Marc Roberts Esquire 34355 (Claimant's Counsel) (Supreme Court LD.No) 149 East Market Street (Address) York, PA 17401 717 843-1639 (Telephone) Form OC-07 rev.10.13.06 Law Office of Marc Roberts 149 East Market Street York, PA 17401 Marlin Marsh Estate Judy Estill, Co-Administrator Susan Kuhn, Co-Administrator January 20, 2013 RE: Legal Services Rendered DATE DESCRIPTION AMOUNT LAWYER Jan-05-11 open estate file, notes to file regarding reported 19.50 MR transactions in cash prior to opening of estate Jan-09-11 prepare papers for probate meeting 80.00 MR Jan-10-11 travel to Carlisle, meet with heirs, probate will 440.00 MR obtain EIN 19.50 MR order fiduciary bond 39.00 MR Jan-11-11 discuss value of personal property, cash found, 39.00 MR bond request, call to Collens Wagner Jan-12-11 DPW letter 19.50 MR Jan-13-11 call from Judy regarding estate cash, other 19.50 MR questions Jan-30-11 review Calaman appraisal at$80,000 58.50 MR Feb-02-11 notice to clients of potential availability of 20.00 MR inheritance tax discount Feb-08-11 review of information on sales of coins and 19.50 MR collectibles Feb-22-11 call from Judy - status of interfamily offer to 39.00 MR buy home (too low) January 20, 2013 Page 2 Feb-24-11 letter and deed preparation for proposed 95.00 MR transfer of estate property to three heirs as cotenants Feb-27-11 communication from Judy - taxes 19.50 MR Mar-10-11 place estate advertising - Cumberland Law 58.50 MR Journal,The Sentinel Mar-12-11 review contract proposal by Kuhn/Yana for 19.50 MR interfamily purchase Mar-17-11 review, email Baric correspondence and 60.00 MR proposed agreement of sale to Judy Mar-18-11 call from Judy, letter to Baric regarding offer 100.00 MR Mar-29-11 review letter from Baric and forward to Judy 20.00 MR Apr-01-11 telephone conference with Judy 19.50 MR Apr-05-11 prepare/file Rule 5.6 Notices and certificate 78.00 MR Apr-12-11 review information received from Judy for 19.50 MR letter to Baric Apr-18-11 letter to Baric 58.50 MR discussion with Judy, letter to Baric 78.00 MR Apr-26-11 letter regarding phone message from Susan 39.00 MR call from Susan, letter to Judy & Susan 58.50 MR May-27-11 review letter from Judy to Susan responding to 19.50 MR personal property questions May-31-11 letter from Judy, letter to co-administrators 58.50 MR letter to Judy & Susan 39.00 MR Jun-13-11 call from Susan, mowing issue, concerns about 39.00 MR personal property, meeting requested Jun-16-11 calls to establish meeting between 20.00 MR co-administrators and regarding mowing concerns January 20, 2013 Page 3 email communication between counsel and 58.50 MR co-administrators, memo to staff to set meeting to resolve all issues raised between co-administrators Jun-17-11 calls/emails - coordinate meeting between 39.00 MR co-administrators Jun-20-11 email to Susan 19.50 MR Jun-21-11 call, email to Susan 58.50 MR Jul-07-11 letter to Atty Baric 19.50 MR letter to Baric - disputes between 19.50 MR co-administrators Jul-10-11 letter to all interested parties and counsel 58.50 MR Jul-15-11 call from Judy, letter to Susan - final call for 39.00 MR discussions before petition to remove is entertained Jul-18-11 letter - follow up on deadlock between 19.50 MR co-administrators Jul-29-11 meeting with Atty Baric 0.00 MR Aug-02-11 letter to Judy 39.00 MR review CMA appraisal at $150,000 58.50 MR Aug-03-11 review estate check register and Judy's 97.50 MR personal accounting for estate funds, letter to Atty Baric, instructions to staff regarding draft inheritance tax return letter to Judy 39.00 MR Aug-04-11 letter to Baric 58.50 MR Aug-24-11 preliminary work on draft PA Inheritance tax 195.00 MR return Aug-26-11 review inheritance tax rough draft, letter to 58.50 MR Atty Baric review email communication from Judy - 19.50 MR responses on personal property questions January 20, 2013 Page 4 Aug-29-11 letter to Baric, cc to co-administrators - 58.50 MR inheritance tax filing deadline, extension request letter to Department of Revenue Sep-06-I1 review Bill Shearer comparables, forward to 58.50 MR Judy call from Atty Baric, letter to Judy 39.00 MR Sep-07-11 letter to Baric, cc to co-administrators 39.00 MR Sep-22-11 review letter from Baric proposing auctioneer 78.00 MR Kevin Wickard, call to Kevin, copy to Judy, calls to schedule meeting Sep-23-11 calls - confirm agreement to use Kevin 19.50 MR Weichert as auctioneer Oct-11-11 travel to Carlilse to meet with Atty Baric, 585.00 MR Auctioneer Kevin Wickard, visit to estate property letter to Kevi Wickard 19.50 MR Oct-24-11 call to Arty Baric - has Susan signed 19.50 MR auctioneer's contract? Oct-27-11 prepare for discussion petition to remove 292.50 MR Susan as a representative and for failure to cooperate in sale of real estate; forward to Any Baric Nov-01-11 review faxed note from Judy - Susan has now 19.50 MR signed auction contract Nov-07-11 prepare papers for use at public sale 195.00 MR Nov-26-11 representation at public sale 604.50 MR Nov-28-11 letter to Baric regarding auction and related 58.50 MR matters, letter to Susan and Yanas as auction buyers Dec-01-11 review fax from Atty Baric 19.50 MR Dec-05-11 review email from Baric, forward to Judy with 19.50 MR suggestion that tax amounts be paid if funds are available Dec-06-11 prepare deed and obtain Judy's signature, 214.50 MR January 20, 2013 Page 5 modifed inheritance tax letter, prepare and revise documents in advance of settlement per Baric request Dec-07-11 calls and correspondence regarding brief 58.50 MR electrical shut off, threat of Yana/Kuhn to terminate contract draft letter to Baric, settlement preparation(not 78.00 MR sent) review letter from Baric advising that buyers 58.50 MR will not close on purchase, advise Judy; letter to Baric Dec-09-11 follow up letter to Arty Baric 0.00 MR letters to & from Baric 58.50 MR Dec-12-11 review 12/9/11 letter mailed by Baric, contact 234.00 MR client, letter in response, update petition to remove Susan as Co-Administrator letter to Baric 39.00 MR Dec-16-11 letter to Susan and Yanas (appearance of Baric 39.00 MR withdrawn) transmit petition to remove for filing 39.00 MR Dec-21-11 review letter from new counsel for Susan and 39.00 MR the Yanas,Nathan Wolf, transmit copy to Judy letter to Susan 19.50 MR Jan-09-12 letters to Yana's counsel and to 40.00 MR co-administrators Jan-10-12 letter to Judy& Susan; letter to Wolf 20.00 MR Mar-08-12 letter- scheduling order 20.00 MR Mar-12-12 letter requesting extension for filing 40.00 MR inheritance tax return May-04-12 calls - Judy, Kutulakis, Judge Peck's chambers 200.00 MR call - rescheduling/continuance 19.50 MR January 20, 2013 Page 6 May-07-12 call - PA Dept of Revenue 19.50 MR May-16-12 letter from and to Kutulakis 40.00 MR May-17-12 response to letter from Kutulakis 117.00 MR May-18-12 call - PA Dept of Revenue 19.50 MR May-19-12 review letter from Kutulakis 58.50 MR May-21-12 call from Judy, finalize letter to Kutulakis, 160.00 MR attempted to call back Dept. of Revenue, draft letter and hold, send copy to Kutulakis for comment prior to mailing letter to Kutulakis 19.50 MR May-22-12 review and respone to Kutulakis' letter 120.00 MR regarding conflict of interest letter to Atty Kutulakis 117.00 MR staff time to review, organize and copy file 150.00 MR documents May-24-12 transmit copies of correspondence to Kutulakis 20.00 MR as requested May-29-12 review letter from Kutulakis 80.00 MR May-30-12 copy Kutulakis letter to Judy 19.50 MR Jun-04-12 review petition filed by Kutulakis to remove 120.00 MR Judy as co-administrator, review with Judy Jun-05-12 letter to PA Dept of Revenue 78.00 MR Jun-07-12 meeting with Judy and Brenda, letter to 200.00 MR Kutulakis Jun-08-12 discussions with Judy, letter to Kutulakis 78.00 MR Jun-21-12 review of various petitions and motions filed 234.00 MR by Kutulakis Jun-22-12 meeting with Judy & Brenda 120.00 MR email to Clyde Vedder 40.00 MR January 20,2013 Page 7 Jul-03-12 file review-preparation for further discovery 100.00 MR deliver to Kutulakis and delivery of materials to Vetter Jul-05-12 call from Anastasia DiBartolomeo of PA Dept 80.00 MR of Revenue Enforcement; letter to interested parties Jul-06-12 communications and letter to Court and 80.00 MR counsel Jul-10-12 prepare/file Answer to Petiton to remove 100.00 MR counsel Jul-16-12 review letter from Kutulakis, instructions to 40.00 MR staff Jul-23-12 letter and praecipe to withdraw appearance 20.00 MR staff time to review and generate additional 50.00 MR copies - file correspondence Jul-25-12 transmittal of additional copies to Kutulakis 20.00 MR Aug-03-12 review court order, schedule hearing 20.00 MR Oct-12-12 calls regarding appearance of parties/witnesses 78.00 MR at hearing (settled) Oct-30-12 letter to estate parties/counsel - escrowed 40.00 MR deposit Nov-05-12 Rule 6.12 Status Report 20.00 MR Total Fees $8,410.50 COSTS ADVANCED Jan-10-11 probate fees 305.50 Mar-10-11 probate fees 4.00 estate advertising 75.00 Apr-16-11 estate advertising - newspaper 166.30 Dec-06-11 notary - deed 5.00 Dec-15-11 filing fee 15.00 May-22-12 photocopies made for Atty Kutulakis 17.00 Jul-07-12 photocopies made for Vetter 124.25 Jul-23-12 photocopies additional photocopies for 88.25 Kutulakis Jahuary 20, 2013 page 8 Jan-20-13 filing fee -proof of claim 10.00 Totals $810.30 Total Fee & Costs Advanced $9,220.80 CREDITS Balance Now Due $9,220.80 BARK 19 west South Street Carlisle,Pennsylvania 17013 Attorneys-at-Law (717)249-6873 (717)249-5755-Fax David A.Banc SCHERER admin®baricschererlaw.com Michael A.Scherer LLC Tricia D.Naylor Bret P.Shaffer December 19,2013 Susan Kuhn File#: 6175 Inv #: 35491 DATE DESCRIPTION HOURS AMOUNT LAWYER Jul-05-11 Review information regarding entry of 0.25 $50.00 DAB appearance for estate. Jul-07-11 Receive and review correspondence from atty 0.10 $20.00 DAB for Marsh estate. Review file documents in Marsh estate matter. 0.25 $50.00 DAB Jul-20-11 Telephone conference with atty Roberts 0.10 $20.00 DAB regarding Marsh estate. Review file documents,prepare entry of 0.25 $50.00 DAB appearance for filing with Register of Wills. Jul-25-11 Receive and review time stamped praecipe for 0.10 $20.00 DAB entry of appearance from Register of Wills. Jul-28-11 Review estate documents from Register of 0.35 $70.00 DAB Wills for meeting with atty Roberts. Jul-29-11 Review estate documents,notes,for meeting 0.25 $50.00 DAB with atty Roberts. Travel to office of atty Roberts in York,meet 3.00 $600.00 DAB with atty Roberts to review and discuss Marsh estate and return. Aug-01-11 Review notes and documents,meet with 0.25 $50.00 DAB realtor regarding possible listing of estate real property. Receive and review correspondence from 0.10 $20.00 DAB realtor regarding listing real estate. Draft correspondence to realtor regarding 0.10 $20.00 DAB property location. Receive and review correspondence from 0.10 $20.00 DAB realtor. Aug-02-11 Draft correspondence to atty Roberts 0.10 $20.00 DAB regarding realtor for estate real property. Invoice 35441 Discuss rea property with realtor. 0.10 $20.00 DAB Aug-09-11 Receive and review correspondence and 0.35 $70.00 DAB documents from arty Roberts. Telephone conference with arty Roberts 0.10 $20.00 DAB regarding retention of realtor. Telephone conference with realtor to provide 0.10 $20.00 DAB contact information to exectrices and atty Roberts. Telephone conference with S. Kuhn regarding 0.10 $20.00 DAB meeting with B. Shearer to review real property. Aug-15-11 Review notes,draft correspondence to realtor. 0.10 $20.00 DAB Receive and review correspondence from 0.10 $20.00 DAB realtor regarding inspection of property. Aug-22-11 Receive and review correspondence from B. 0.10 $20.00 DAB Shearer regarding real property of estate. Aug-23-11 Receive and review fair market valuation 0.25 $50.00 DAB from W. Shearer regarding 340 Oxford Road property. Aug-25-11 Receive and review correspondence from 0.15 $30.00 DAB realtor,review valuation analysis and draft reply. Receive and review correspondence from 0.10 $20.00 DAB realtor regarding valuation. Aug-26-11 Review documents,discuss estate real 0.15 $30.00 DAB property with realtor. Aug-30-11 Review information from realtor,prepare 0.20 $40.00 DAB facsimile to arty Roberts. Sep-01-11 Receive and review correspondence and 0.15 $30.00 DAB inheritance tax calculations from arty Roberts. Contact arty Roberts regarding revision of 0.10 $20.00 DAB estimated taxes to reflect Iower real property value. Sep-12-11 Receive and review correspondence from arty 0.20 $40AO DAB Roberts,review file documents,report from B. Shearer regarding conditions of property. Scp-14-11 Telephone conference with arty Roberts 0.10 $20.00 DAB regarding auctioning real property. Sep-21-11 Review documents, contact auctioneer 0.20 $40.00 DAB regarding sale of real property. Telephone conference with auctioneer 0.10 $20.00 DAB regarding terms to sell real property of estate. Draft correspondence to arty Roberts 0.10 $20.00 DAB regarding auctioneer. Oct-04-11 Review file documents for meeting with 0.20 $40.00 DAB auctioneer and executrixes. Oct-11-11 Scan pleading and discovery requests. 0.10 $20.00 DAB nvoice#: 35491 0 Ice conference with co-counsel,executrix, 0.50 $100.00 DAB heir,auctioneer to review and discuss sale of estate real property. Receive and review Auction Agreement from 0.10 $20.00 DAB auctioneer. Oct-13-11 Office conference with executrix to review 0.45 $90.00 DAB and discus proposed terms of sale through public auction of real property and personalty. Oct-14-11 Telephone conference with executrix 0.10 $20.00 DAB regarding auction costs. Telephone conference with executrix 0.10 $20.00 DAB regarding sale of personal property. Review notes,contact atty Roberts regarding 0.10 $20.00 DAB terms of sale for bidders. Oct-17-1 I Receive and review facsimile, proposed terms 0.30 $60.00 DAB and conditions of sale and draft sales agreement, review notes from office conference,contact S. Kuhn. Oct-24-11 Review file documents in Marsh estate matter. 0.10 $20.00 DAB Oct-28-11 Receive and review correspondence and 0.40 $80.00 DAB petition for removal from atty Roberts,review provisions of Probate Code, draft correspondence to S. Kuhn. Review file documents in Marsh estate matter. 0.10 $20.00 DAB Telephone conference with atty Roberts office 0.10 $20.00 DAB regarding auction agreement. Draft correspondence to auctioneer. 0.10 $20.00 DAB Nov-07-11 Telephone conference with S. Kuhn regarding 0.10 $20.00 DAB status of public sale. Nov-23-11 Review file documents, contact atty Roberts 0.20 $40.00 DAB regarding auction. Dec-02-11 Receive and review real estate tax bills. 0.10 $20.00 DAB Dec-05-11 Receive and review tax invoices, draft 0.20 $40.00 DAB correspondence to atty Roberts. Totals 11.50 $2,300.00 Invoice 4: 35491 Total Fees & Disbursements $2,300.00 Previous Balance $0.00 Previous Pam ---"'- "'�" ' $0.00 Am� _ v �ot -- $0.00 'z A C � 2V, N In Ca $2,300.00 e a xo o ----=� �w N tA p -�--..' n Z G J\, IS 27-1363964 be added to any y of invoice date. J 76841600G-7948 � s y � ,y !d- V N w N n � a c /� D A • 91ti1 %• 32 YEN N V C Z. 00-TOO 01 O .- 'O -i Y 1 Dec/ 3/2013 AbC- s Kutulakis Page; 1 CI en a ger ALL DATES Data Received From/Paid To Chq# I----- General -----I Bid 1----------- Trust Activity -----------I E_n try I Explanation _ _ Recl _ Repta Disbs Foes Inrk Ace R [a DSaba Balance _. ___ _____-____- -@_ .._ ___- .. .. _. ._W- 4002 Kuhn, Susan 12-178 Rasp Lawyer: JPK Apr/30/2012 Charles Yana 431913 RET - Retainer 01090 245.00 45967 May/ 3/2012 Charles Yana for Susan Kuhn 433275 Retainer 00868 45961 2 5000.00 5000.00 May/ 3/2012 Lawyer: lc 0.50 Mrs X 75.00 433359 Motion for Continuance 37.50 45967 May/ 3/2012 Lawyer: JPK 0.20 Mrs X 245.00 433366 Letter to David Baric, Esquire, 49.00 45967 regarding Ms. Kuhn's file May/ 3/2012 Lawyer: JPK 0.20 Kra X 245.00 433367 Letter to client 49.00 45961 May/ 4/2012 Cumberland County Register Of Will 473344 Court Flling Fee - Motion to 4147 45967 2 15.00 4985.00 Continue Mey/ 4/2012 Lawyer: JPK 0.20 Hrs X 245.00 433371 Letter to Marc Roberts, 49.00 45967 Esquire, enclosing Motion for Continuance May/ 4/2012 Lawyer: JPK 0.20 Mrs X 245.00 433372 Letter to Brenda Slaybaugh 49.00 45967 enclosing Motion for Continuance May/ 4/2012 Lawyer: JPK 0.20 Mrs X 245.00 433373 Letter to client 49.00 45961 May/ 4/2012 Lawyer: JPK 0.10 Hrs X 245.00 433374 Telephone call from Judge 24.50 45967 Peck's chambers - May/ 4/2012 Lawyer: J1r 0.10 Hrs X 245.00 433375 Telephone call from Marc 24.50 45967 Roberts, Esquire May/ 4/2012 Lawyer: JPK 0.10 Hrs X 245.00 433376 Telephone call to client 24.50 45967 regarding continuance May/ 412012 Lawyer: JPK 0.20 Mrs X 245.00 433377 Telephone call to Marc Roberts, 49.00 45967 Esquire, regarding May/ 7/2012 Cumberland County Register of Will 433532 Court Filing Fee 4538 15.00 45967 May/14/2012 Lawyer: JPK 0.10 Mrs X 245.00 434159 Review Order from Judge Peck 24.50 45967 rescheduling the hearing for June 22, 2012 at 10:45 a.m. May/14/2012 Lawyer: JPK 0.20 Mrs X 245.00 474160 Letter to client 49.00 45967 I:iy/15/2012 Lawyer: JPK 0.20 Hrs X 245.00 434169 Letter to Marc Roberts, Esquire _ 49.00 45967 May/1512012 Lawyer: JPK 0.20 Hrs X 245.00 434170 Letter to client 49.00 45967 May/1612012 Lawyer: JPK 1.70 Hrs X 245.00 439698 Begin Petition to Remove Estate 416.50 45967 Co-Administrator May/16/2012 Lawyer: JPK 1.80 Mrs X 245.00 430689 Cent:nue Petition to Remove 441.00 45967 Research - began draft 11ay/18/2012 Lawyer: It 3.10 Mrs X 75.00 434970 Create correspondence list in 232.50 45967 support of Petition to Remove May!21/2012 Lawyer: lc 3.00 Mrs X 75.00 434671 Finish correspondence timeline: 225.00 45967 Call Susan to obtain Estate _ Account Records: Begin Petition Mal'/21/2012 Lawyer: is 3.70 Hrs X 75.00 438690 Petition to Remove and research 217.50 45061 Preliminary Objectione to Petition to Remove Susan May/21/2012 Lawyer: JPK 3.70 lirs X 245.00 438691 Petition to Remove complete and 906.50 45967 begin Preliminary Objections ^L7y/22.1201 2 Lawyer: JPK 0.10 Hrs X 245.00 434923 Review correspondence from Marc 24.50 45967 Roberts May/22/2012 Lawyer: JPK 0.20 Hrs y. 245.00 434924 Letter to client 49.00 45967 May!24/2012 Lawyer: JPK 0.10 Mrs X 245.00 435073 Review correspondence from 24.50 45967 Attorney Roberts dated May 21, 2012 May/24/2012 Lawyer: JPK 0.10 Hrs X 245.00 435014 Review correspondence from 24.50 45967 Attorney Roberts dated May 22, 2012 14ay/24/2012 Lawyer: JPK 0.20 Hrs X 245.00 435075 Letter to Marc Roberts, 49.00 45961 Esquire, regarding his May 21st and May 22nd correspondences Nay/24/2012 Lawyer: JPK 0.20 Mrs X 245.00 435076 Letter to client 49.00 45967 Hay/24/2012 Lawyer: JPK 0.20 Hrs X 245.00 435077 Review PMC Estate Bank. Records 49.00 45961 may/24/2012 Lawyer: JPK 5.20 Hrs X 245.00 Dec/ 3/2013 "Thom ti ffutulahie Page: 2 Client Ledger ALL DATES Data Received FTom/PAid To Chq# I----- General -----I Bid I----------- Trust Activity -----------I Entry N Explanation Ree# Ropte Disba __ Foos_ Inv# Ace _Repte Diabs Balenco_ 438692 Petition to Remove 1274.00 45967 Co-Administrator; Petition to Remove Counsel; Preliminary Objections May/25/2012 Lawyer: JPK 0.30 Hrs X 245.00 435009 Review correspondence from Marc 73.50 45961 Roberts May/25/2012 Lawyer: lc 4.30 Mrs X 75.00 435133 Petition to Remove; Brief; 322.50 45961 Preliminary Objections; Exhibits for Removal of Attorney May/29/2012 Lawyer: lc 1.30 Mrs X 75.00 435177 E-mail Susan to sign 97.50 45967 verification again - correct exhibits for Petition cc Remove Nay/30/2012 Lawyer: JPK 2.00 Mrs X 245.00 438693 Brief In Support of Petition to 490.00 45961 Remove - Research grounds for Removal of Attorney May/31/2012 Lawyer: lc 6.00 Mrs X 245.00 436495 Preliminary Objections: Brief 1470.00 45961 In Support; and Research for Petition to Remove Attorney. May/31/2012 Billing on Invoice 45967 438694 FEES 7072.50 DISKS 0.00 45967 15.00 RCPTS 245.00 lay/31/2012 438696 BET - Rtnr allot on Inv: 45961 45967 -245.00 45967 May/31/2012 - 439697 RET - Rtnr allot on Inv: 45967 45967 15.00 45961 May/31/2012 45967 438698 RET - Rtnr allot On Inv: 45967 45961 86.59 May/31/2012 438699 AST - Rtnr allot on Inv: 45967 45967 143.41 45967 Hay/31/2012 Abom 6 Kutulatis 438997 Payment for invoice: 45967 4293 46514 2 4970.00 15.00 Hay/31/2012 Abom 6 Kutulakis 438999 PMT - Payment for invoice: 45967 07430 1870.99 May/3112012 Abom 4 Kutulakis 439000 PMT - Payment for invoice: 45967 01430 3099.01 Jun/ 112012 Cumberland County Register of Will 435887 Court Filing Fee - Petition 4178 46514 2 15.00 0.00 Jun/ 1/2012 Lawyer: JPK 0.20 Mrs K 245.00 436463 Letter to Attorney Roberts 49.00 46514 enclosing Petition to Remove Judy Ann Estill as Co-Administrator Jun/ 1/201.2 Lawyer: JPK 0.20 Mrs X 245.00 436464 Letter to Brenda Slaybaugh 49.00 46514 enclosing Petition to Remove Judy Ann Estill as Co-Administrator Jun/ 1/2012 Lawyer: JPK 0.20 Mrs Y. 245.00 436465 Letter to client 49.00 46514 Jun/ 4/2012 Lawyer: JPK 2.90 Hrs K 245.00 443453 Brief in Support of Preliminary 710.50 46514 Objections to Ms. Estill's Petition. Jun/ 8/2012 Lawyer: JPK 0.10 Mrs X 245.00 438392 Review Order of Court 24.50 46514 Jun/11/2012 Lawyer: JPK 0.10 Mrs X 245.00 438390 Review facsimile from Marc 24.50 46514 Roberts, Esquire Jun/11/2012 Lawyer: JPK 0.20 Mrs X 245.00 436391 Letter to client 49.00 46514 Jun/11/2012 Lawyer: JPK 0.80 Mrs X 245.00 443454 Research Support for Removal of 196.00 46514 Marc Roberts; Begin Petition to Remove Roberts as Counsel. Jun/18/2012 Lawyer: JPK 0.90 Mrs X 245.00 439169 Meeting with client 220.50 46514 Jun/1812012 Lawyer: JPK 1.30 Mrs X 245.00 318.50 46514 443455 Compose and submit Petition to Remove Attorney Roberts from Estate. Jun/19/2012 Lawyer: JPK 0.10 Mrs X 245.00 24,50 16514 439242 Telephone call to Marc Roberts, Esquire Jun/19/2012 Lawyer: JPK 0.26 llrm X 245.00 49.00 46514 439243 Letter to Marc Roberts, Esquire Jun/19/2012 Lawyer: JPK 0.20 Mrs 'y. 245.00 49.00 46514 439244 Letter to client Jun/19/2012 Lawyer: JPK 0.20 Mrs X 245.00 49,00 46514 439250 Letter to Marc Roberts, Esquire, enclosing Preliminary Objections, Petition to Remove and Motion for Continuance Jun/19/2012 Lawyer: JPK 0.20 Hrs X 245.00 49.00 46514 439251 Letter to Brenda Slaybaugh enclosing Preliminary Objections, Petition to Remove and Motion for Continuance Dec/ 3/2013 -- Abom 4-Futulakts Page: 3 Client Ledger ALL DATES Data Received From/Paid To Chq# I----- Cenral -----I Bid I----------- Trvst Activity -----------I _Bntry ® Explanation __ Aaep Repts - Disha _ Feea Invp Aae Repta _ Diahs Ba_ISneo Jun/19/2012 Lawyer: JPX 0.20 Hrs X 245.00 439252 Letter to client enclosing 49.00 1.6511 Preliminary Objections, Petition to Remove and Motion for Continuance Jun/19/2012 Cumberland County Register of will 439259 Court Filing Fee s - Subpoena 4661 55.00 46514 Jun/19/2012 Lawyer: le 1.50 Hrs X 75.00 443459 Draft Ethics Complaint: Amend 112.50 46514 Petition to Remove Roberts. Jun/20/2012 Lawyer: JPK 0.30 Hrs X 245.00 439439 Conference call with Judge Peck. 73.50 46514 and Marc Roberts, Esquire Jun/25/2012 West 439658 Invoice - 825106993 - Westlaw 4696 60.00 46514 legal research charges Jun/2512012 Lawyer: JPK 0.20 Hrs X 245.00 439858 Review 3 Rules to Show Cause 49.00 46514 and Continuance Order Jun/25/2012 Lawyer: JPK 0.20 Hrs X 245.00 439859 Letter to client 49.00 46514 Jun/2512012 Lawyer: JPK 0.20 Hrs X 245.00 439860 Letter to Brenda Slaybaugh 49.00 46514 Jun/30/2012 Billing on Invoice 46514 443460 FEES 2293.00 DISBS 0.00 46514 115.00 Jul/ 5/2012 Lawyer: JPX 0.10 Hrs X 245.00 442176 Telephone call from Marc 24.50 46734 Roberts, Esquire Jul/ 5/2012 Lawyer: JPK 0.20 Hrs X 245.00 442179 Letter to client 49.00 46734 Jul/13/2012 Lawyer: JPK 0.20 Hrs X 245.00 443269 Letter to Marc Roberts, Esquire 49.00 46134 Jul/13/2012 Lawyer: JPK 0.20 Hrs X 245.00 443270 Letter to Anastasia 49.00 46734 Dl Bartoloeu•o with the Pennsylvania Department of Revenue Jul/13/2012 Lawyer: JPK 0.20 Hrs X 245.00 443271 Letter to Clyde W. Vedder, 49.00 46734 Esquirer:_ Jul/1312012 Lawye JPK 0.20 Hrs X 245.00 443272 Letter to client 49.00 46734 Jul/11/2012 West Payment Center 443351 Invoice - 825275707 - legal 4762 1165.21 46134 research via WestLaw Jul/18/201.2 Lawyer: JPK 0.10 Hrs X 245.00 443606 Telephone call from Marc 24.50 46734 Roberts regarding Request for Continuance from the August 3rd hearing Jul/24/2012 Lawyer: JPK 0.00 Hrs X 245.00 0.00 <673< 443995 Telephone call from Susan Kuhn regarding continuance in the discovery process Jul/25/2012 Lawyer: l0 0.10 Hrs X 75.00 7.50 44734 444131 Telephone call to Roberts office. Jul/25/2012 Lawyer: Ic 1.00 Hrs X 75.00 75.00 46734 444132 Travel to pick-up dots at Attorney Roberts office in York.. Jul/31/2012 Brandon O'Donnell 7 i4 46734 444505 Mileage from Office t0 Attorney 4790 Robert's office in York and home 14 X .51 Jul/31/2012 Charles Yana for Susan Kuhn 444749 PMT - On Account of Fees and 07749 617.42 Disbursements Ju1/3l/2012 Charles Yana for Susan Kuhn 444750 PMT - On Account of Fees and 07748 115.00 Disbursements Jul/31/2012 Charles Yana for Susan Kuhn 444151 PMf - On Account of Fees and 01748 3348.08 Disbursements Ju1/31/2012 Charles Yana for Susan Kuhn 46734 444752 PET - On Account of Fees and 01748 1598.67 Disbursements Ju1/31/2012 Lawyer: JPK 0.10 Hrs X 245.00 24.50 46734 445206 Review correspondence from Clyde redder, Esquire Jul/31/2012 Lawyer: JPK 0.20 Hrs X 245.00 49.00 46134 445207 Letter to client Jul/31/2012 Lawyer: JPK 0.10 Hrs X 245.00 24.50 46134 445209 Review correspondence from Attorney Roberts, together with a Praeclpe to Withdraw Appearance Jul/3112012 Billing on Invoice 46734 0.00 46134 445295 FEES 474.50 DISBS 1192.35 RCPTS 1598.67 Jul/3112012 46134 445291 PET - Pier allot on Inv: 46734 46734 -1598.67 Dec/ 3/2013 ! Abom i}.uiulaY.is Page: 4 s Client Ledoei ALL DATES Data Received From/Paid To Chq# I----- Ganaral -----I Bid I----------- Trust Activity -----------I Entry ® Explanation _ _--- -_ - ROC#- _Acp is Disbs _ _ Peas Inv# ACC _ _Rep[a Diaba Balance Jul/3112012 445298 REf - Rtnr allot on Inv: 46734 46734 1192.35 46734 Jul/31/2012 445299 ACT - Rtnr allot on Inv: 46734 46734 70.65 46734 Jul/3112012 445300 BET - Rtnr allot on Inv: 46734 46734 335.67 46734 Aug/ 1/2012 Lawyer: JPK 0.30 Mrs X 245.00 446015 Review records sent by Marc 73.50 47518 Roberts, Esquire Aug/ 1/2012 Lawyer: JPK 0.20 Mrs X 245.00 446076 Letter to client 49.00 47578 Aug/ 112012 Lawyer: Ic 2.00 Mrs X 75.00 452240 Review file for correspondence 0.00 47579 with Attorney Roberts and account records. (valued client discount) Aug/ 2/2012 Lawyer. lc 0.30 firs X 75.00 446171 Compile file from Attorney 22.50 47578 Robert's office for client to review. Aug/ 2/2012 Lawyer: JPK 0.20 Hrs X 245.00 447158 Letter to client 49.00 47578 Aug/13/2C12 Fees To Lawyer Ie 447721 Client credit (billed at S245 -1020.00 47578 an hour Instead of LC rate of $75) Aug/31/2012 Billing on Invoice 41578 452241 FEES -826.00 _ 0.00 47518 Sep/12/2012 Lawyer: JPK -0.20 Mrs X 245.00 452576 Telephone call from Clyde 49.00 41823 Vedder, Esquire, proposing Lacy Hales to serve as the Administrator of the Estate Sep/14/2012 Lawyer: JPK 0.20 Mrs X 245.00 452637 Letter to Clyde Vetter, Esquire 49.00 47823 Sep/14/2012 Lawyer: JPK 0.20 Ilrs X 245.00 452638 Letter to client 49.00 41823 Sep/26/2012 Lawyer: JPK 0.20 Mrs X 245.00 453587 Review email and attachments 49.00 47823 from Clyde Vetter, Esquire _ Bep/26/2612 Lawyer: JPK 0.20 ]Ira X 245.00 453588 Letter to client 49.00 47823 Sep/30/2012 Billing on Invoice 41823 454350 FEES _ 245.00 0100 47823 ct O / 1/2012 Lawyer: JPK 0.20 firs X 245.00 455165 Telephone call from Susan Kuhn 49.00 40345 Oct/ 1/2012 Lawyer: JPK 0.20 Mrs X 245.00 455166 Draft Notice of Deposition 49.00 48345 Oct/ 1/2012 Lawyer: JPK 0.20 Hrs X 245.00 455167 Letter to Marc Roberts, Esquire 49.00 48345 Oct/ 1/2012 Lawyer: JPK 0.20 Mrs X 245.00 455168 Letter to Clyde Vedder, F.aqui re 49.00 48345 Oct/ 1/2012 Lawyer: JPK 0.20 firs X 245.00 455169 Lotter to client 49.00 48345 Oct/10/2012 Lawyer: lc 0.10 Hrs X 15.00 456620 Left message with client re: 7.50 40345 documents received. Oct/10/2012 Lawyer: 1c 7.50 Mrs X 15.00 456663 Review file and attempt to 562.50 48345 reconcile estate finances. Prepare questions and issues for Hearing and list of potential witnesses. Prepare exhibits for potential Hearing on 10/12 and review new documents sent by Attorney Vedder. Oct/11/2012 Lawyer: le 0.10 Mrs X 15.00 456616 Left message with Attorney 7.50 40345 Vedder_ Oct/1112012 Lawyer: lc 0.20 Hrs X 15.00 456617 Call with client re: documents 15.00 48345 received and the Hearing. Oct/11/2012 Lawyer: lc 0.80 Mrs F. 75.00 456618 Reviewed and organized document 60.00 48345 received from Judy Estill. Oct/11/2012 Lawyer: lc 0.10 Mrs X 75.00 456619 Left M53090 with client. 1.50 48345 Oct/11/2012 Lawyer: JPK 0.30 Hrs X 245.00 456691 Telephone ca 11 from client _ 13.50 48345 Oct/11/2012 Lawyer: JPK 0.20 firs X 245.00 456694 Telephone call to client 49.00 48345 Oct/12/2012 Lawyer: lc 0.10 Mrs X 75.00 456731 Call with Attorney Vetter's 7.50 48345 office re: appraisals. oct/1512012 Lawyer: JPK 0.20 firs X 245.00 456780 Letter to Lacy Hayes, Esquire 49.00 48345 Oct/15/2012 Lawyer: JPK 0.20 Hrs X 245.00 456761 Letter to client 49.00 48345 Oct/15/2012 Lawyer: lc 0.10 Hrs X 75.00 456842 Left message with client to: 7.50 48345 returning call. Oct/17/2012 Lawyer: JPK 0.10 Hrs X 245.00 Dec/ 3/2013 Ab21m G Kutulel:is - Pago: 5 Client Ledger ALL O.iTES Date Received From/Paid To ChgN I----- General -----I Bid I----------- Trust Activity -----------I _ Entry N _Explanation _ _ Roeq Repis Disbs Foos_ Intl Ace Repts Diets Balance 5 456981 Draft Praecipe to withdraw and �.. 24.50 4834 - _.. _ Discontinue Oct/17/2012 Lawyer: JPK 0.20 Mrs X 245.00 456982 Letter to Attorney Vedder 49.00 48345 enclosing Praecipe to withdraw and Discontinue Oct/17/2012 Lawyer: JPK 0.20 Mrs X 245.00 456993 Letter to client 49.00 48345 Oct/2312012 Lawyer: JPK 0.10 Mrs X 245.00 457839 Review and respond to email 24.50 48345 from Attorney Vedder Oct/23/2012 Lawyer: JPK 0.20 Mrs X 245.00 457839 Letter to client 49.00 48345 Oct/31/2012 Billing on invoice 48345 456706 FEES 1336.50 0.00 48345 Gov/16/2012 Cumberland County Register of will 461221 Court Fl ling Fee - Renunciation 5126 5.00 48779 ilov/16/2012 Lawyer: ISO 0.10 Mrs X 185.00 461272 Call with Lacy Heyes re: heat 18.50 48779 Issue. 14ov/16/2012 Lawyer: BSO 0.10 Mrs X 185.00 461273 Call with Attorney Vedder re: 18.50 48779 heat and potential settlement. _ Nov/l6/2012 Lawyer: ISO 0.30 Mrs X 185.00 461274 Call with client re: heat and 55.50 40779 settlement. Nov/16/2012 Lawyer: BSO 0.10 Mrs X 185.00 411275 Call with Attorney Vedder re: 18.50 48779 heat. Nov/16/2012 Lawyer: BSO 0.10 Mrs X 185.00 461276 Call with client re: heat issue. 18.50 48779 Nov/16/2012 Lawyer: BSO 0.10 Mrs X 185.00 461279 Call with client re: electric 18.50 46779 bill. Nov/16/2012 Lawyer: ISO 0.10 Mrs X 185.00 461280 Left message with Attorney 18.50 48779 Vedder re: letter. Gov/16/2012 Lawyer: SSO 0.10 Mrs X 185.00 461281 Left message with client re: 18.50 48779 heat. Nov/16/2012 Lawyer: BSO 0.10 Mrs X 185.00 461282 Reviewed letter from Attorney 18.50 48779 Vedder. Gov/16/2012 Lawyer: BSO 0.20 Mrs X 185.00 461283 Drafted letter to Attorney 37.00 48779 Vedder re: receipt of his letter. Nov/16/2012 Lawyer: BSO 0.20 Mrs X 185.00 461285 Enclosed please find letter to 37.00 40179 client with letter to Attorney Vedder. Gov/1612012 Lawyer: BSO 0.10 Mrs X 185.00 461295 Review e-mail from Attorney 18.50 48179 Vedder re: heat. Nov/16/2012 Lawyer: ISO 0.20 Mrs X 185.00 461296 Call with client re: Attorney 37.00 48779 Vetter's e-mail. Gov/16/2012 Lawyer: BSO 0.10 Mrs X 185.00 461297 E-mail to Attorney Vedder re: 18.50 48779 heat. Nov/19/2012 Lawyer: JPK 0.10 Mrs X 185.00 461477 E-mail to Attorney Vetter re: 18.50 48779 Settlement offer. Nov/19/2012 Lawyer: BSO 0.10 Mrs X 185.00 461478 Left message for client re: 18.50 48779 $15,000 deposit. Nov/19/2012 Lawyer: ISO 0.10 Mrs X 185.00 461,119 Call with client re: $15,000 18.50 46719 deposit. Ilov 120/2012 Lawyer: JPK 0.20 Mrs X 245.00 461487 Telephone call from Nathan Wolf. 49.00 48779 Nov/28/2012 Lawyer: BSO 0.10 Mrs X 185.00 462188 Review e-mail from Attorney 18.50 48779 Vedder re: Judy Estill stepping down as Administrator. Nov/2812012 Lawyer: BSO 0.20 Mrs X 185.00 462190 Letter to Lacy Hayes with Susan 37.00 48779 Kuhn's Renunciation enClesed. Nov/2012012 Lawyer: BSO 0.20 Mrs X 185.00 462191 Enclosed please find letter to 37.00 48779 client with letter to Lacy Hayes enclosed. Nov/28/2012 Lawyer: BSO 0.10 Mrs Y. 185.00 462192 Reviewed e-mail from Lacy Hayes 18.50 48779 re: Susan Huhn Renunciation. _ Nov/29/2012 Lawyer: BSO 0.10 Mrs X 105.00 462283 Review Attorney Vedder's e-mail 18.50 48779 re: Renunciations. NOV/30/2012 Lawyer: BSO 0.20 Mrs X 185.00 462345 Letter to Clyde Vedder with 37.00 48779 Renunciation attached. Nov/30/2012 Lawyer: BSO 0.20 Hrs X 185.00 462346 Enclosed please find letter to 37.00 40779 I Dec/ 3/2013 Atom 6-Kutbial:rs`' - Page: 6 I Client Ledger f ALL DATES Data Received From/Paid To ChgN I----- GonerQ -----I Old I----------- Truet Activity -----------I Entry 6 BORN Repts Dis_be Foos Inv# Ace Rnpta _ Diaba Balance_ client with letter to Attorney Vedder. Nov/30/2012 Billing on Invoice 48179 462646 FEES 659.50 DISKS 0.00 48179 5.00 Dec/ 5/2012 Lawyer: ESO 0.10 Mrs X 185.00 464284 Reviewed a-mall from Attorney 16.50 49563 Vedder re: buyer information. Dec/28/2012 Lawyer: BSO 0.10 Mrs X 185.00 467633 Left message with Attorney 18.50 49563 Wolfe re: money in escrow. _ Jan/ 2/2013 Billing an Invoice 49563 461784 FEES 37.00 0.00 49563 Jan/15/2013 Charles Yana 470330 PMT - On Account of Fees and 08951 622.14 Disbursements Jan/15/2013 Charles Yana 470331 PMT - On Account of Fees and 08957 899.41 Disbursements Jan/18/2013 Lawyer: JPK 0.10 Mrs X 245.00 471783 Telephone call from Nathan wolf. 24.50 50162 Jan/21/2013 Lawyer: JPK 0.10 Mrs X 245.00 471777 Telephone call to Susan Kuhn. 24.50 50162 Jan/21/2013 Lawyer: JPK 0.10 Mrs X 245.00 471778 Telephone call to Susan Kuhn. 24.50 50162 Jan/21/2013 Lawyer: JPK 0.20 Mrs X 245.00 471779 Letter to Lacy Hayes. 49.00 50162 Jan/21/2013 Lawyer: JPK 0.20 Mrs X 245.00 471780 Letter to Attorney Vedder. 49.00 50162 Jan/21/2013 Lawyer: JPK 0.20 Mrs X 245.00 471781 Letter to client. 49.00 50162 Jan/22/2013 Lawyer: DSO 0.10 Mrs X 105.00 471133 Reviewed correspondence from 18.50 50162 Attorney Vedder re: status report._ Jan/22/2013 Lawyer: BSO 0.10 Mrs X 185.00 4711.34 Reviewed correspondence from 18.50 50162 Attorney Marc Roberts re: Yana deposit. Jan/22/2013 Lawyer: BSO 0.10 Mrs X 165.00 471135 Reviewed November 13, 2012 18.50 50162 correspondence from attorney Vedder with renunciations enclosed. Jan/22/2013 Lawyer: SSO 0.10 Mrs X -185.00 471136 Reviewed December 14, 2012 18.50 50162 correspondence with Petition for Revocation and to issuance of letters of administration enclosed. Jan/22/2013 Lawyer: BSO 0.10 Mrs X 185.00 471137 Reviewed e-mail from client re: 18.50 50162 edits to release agreement. Jan/27/2013 Lawyer: JPK 0.10 Mrs X 245.00 472392 Review Joinder done by Brenda 24.50 50162 Speck. Jan/27/2013 Lawyer: JPK 0.20 Mrs X 245.00 472393 Letter to Susan Kuhn with 49.00 50162 joiner document. Jan/31/2013 Billing on Invoice 50162 473287 FEES 386.50 0.00 50162 Feb/28/2013 Billing on Invoice 50778 478500 0.00 50778 Apr/24/2013 Lawyer: JPK 0.10 Mrs X 225.00 487198 Review letter from.Clyde_ Vedder. 24.50 51604 Apr/24/2013 Lawyer: JPK 0.20 Mrs X 245.00 487199 Letter to Susan. 49.00 51604 Apr/30/2013 Billing on Invoice 51604 486045 FEES 73.50 0.00 51604 May/ 3/2013 Lawyer: DSO 0.10 Mrs X 185.00 489643 Telephone call to client 18.50 52232 returning her call re: conversation with Wolfe. Nay/3112013 Billing on Invoice 52232 493336 FEES 18.50 0.00 52232 Jun/30/2013 Billing on Invoice 52639 497508 0.00 52639 Jul/31/2013 Billing on Invoice 53081 501548 0.00 53081 Aug/31/2013 Billing on Invoice 53727 507427 0.00 53727 . Sep/30/2013 Billing on Invoice 54114 511830 0.00 54114 Oct/31/2013 Billing on Invoice 54703 516783 0.00 54703 Nov/3b/2013 Billing on Invoice 55162 $20689 0.00 55162_- UNBILLED `---_--- I -I' BILLED ------- I I--- BALANCES - ' I TOTALS CHE + RECOV + FEES TOTAL DISKS + FEES + TAX - RECEIPTS - A/R TRUST PERIOD 0.00 0.00 0.00 0.00 1327.35 11770.50 0.00 12615.72 482.13 0.00 END DATE 0.00 0.00 0.00 0.00 1327.35 11170.50 0.00 12615.72 482.`13 0.00 ___ Dec/ 3/2013 Abom 6 Kutulakis Page: 7 Client Ledger ' ALL DATES Date Received From/Paid To Chq# I----- General -----I Rid I----------- Trust Activity -----------I Entry # Explanation Ree# Aepte_ Disba Fees _Inv# Ace Aepb_ Diaba Balance TI^— UNDILLED -- - BILLED ------- I I—"- BALANCES--- I FIRM TOTAL: CHE + RECOV ♦ FEES TOTAL DISBS * FEES + TAX - RECEIPTS - A/R TRUSS' PERIOD 0.00 0.00 0.00 0.00 1327.35 11770.50 0.00 F.12615-.72,V 482.13 0.00 END DATE 0.00 0.00 0.00 0.00 1327.35 11770.50 0.00 12615.72 482.13 0.00 REPORT SELECTIONS - Client Ledger V Layout Template Default Advanced Search Filter None Requested by work2 Finished Tuesday, December 03, 2013 at 11:11:52 AM Ver 10.0 SP5 HF3 110.05.20101203) Matters 12-118 Clients All Major Clients All Client Intro Lawyer All Matter Intro Lawyer All Responsible Lawyer All Assigned Lawyer All Type of Law All Select From Active, Inactive, Archived Matters Matters Sort by Default New Page for Each Lawyer No New Pace for Matter No Activity Dace ate De c/31/2199 U Firm Totals Only No Totals Only No Entries Shown - Billed Only No f Entries Shown - Disbursements Yes T`� Entries Shown - Receipts Yes .. Entries Shown - Time or Fees 'Yes JJ j Entries Shown - Trust Yes Incl. Matters with Retainer Bal No Incl. Matters with Meg Unhld Disb No Trust Account All Working Lawyer All Include Corrected Entries No Show Check II on Paid Payables No Show Client Address No Consolidate Payments 140 Show Trust Summary by Account No show interest No Interest Up To Dec/ 3/2013 Show Invoices that Payments Were Applied to No Display Entries In Date Order MS JUDY A ESTILL Aug 08/12 2829 S QUEEN ST DALLASTOWN, PA 17313 File#: 636-OIMAR Inv #: 55742 Attention: RE: Estill,Judy A. vs. Marsh,Marlin L.,Estate of PROFESSIONAL SERVICES DATE DESCRIPTION HOURS AMOUNT LAWYER Jul-17-12 Letter to Atty. Roberts re. continuance &real 0.30 64.50 CWV estate docs.; File Organization. Jul-18-12 Prepare documents - Motion for Continuance 0.60 54.00 SMW (Draft) Jul-20-12 Review correspondence from Atty. Kutulakis 0.30 64.50 CWV (2); Letter to Atty. Roberts forwarding same. Jul-26-12 Conference with client&Bob. 0.70 150.50 CWV Totals 1.90 $333.50 DISBURSEMENTS Disbursements Receipts Aug-01-12 Transfer Trust to Regular Account 333.50 Transfer Trust to Regular Account 23.20 Facsimile Expense 0.25 Photocopy Expense 16.00 Postage Expense 1.95 Jun-26-12 Expandable File Charge 5.00 Z MS JUDY A ESTILL 636-01 MAR Estill,Judy A. vs. Marsh, Marlin L., Estate of Aug 08/12 Totals $23.20 $356.70 Total Fees & Disbursements $0.00 Previous Balance $0.00 Previous Payments $0.00 PAYMENT DUE BY AUGUST 24,2012 $0.00 Balances over 30 days are subject to a FINANCE CHARGE OF I%PER MONTH (ANNUAL PERCENTAGE RATE 12%) Clyde W.Vedder Invoice#: 55742 Page 2 �O .fJaaS///f �o,,E Jrm��Uuic f>1105 �f�dfl�,9rPf5 MS JUDY A ESTILL 636-01MAR Estill, Judy A.vs. Marsh, Marlin L., Estate of Aug 08/12 TRUST STATEMENT Disbursements Receipts File#: 636-01 MAR Jul-23-12 Paid To: Orphan's Court of Cumberland County 15.00 Orphan's Court of Cumberland County -Motion for Continuance Jul-24-12 Received From: Judy Estill 1,000.00 Advance to Trust Account Aug-01-12 Paid To: Morris &Vedder Regular Account 356.70 - -- - T -------- --- -- ------ --- — — _ - --- Transfer rust to Regular Account Total Trust $371.70 $1,000.00 Trust Balance $628.30 Invoice#: 55742 Page 3 7f�d�49-9d/5 MS JUDY A ESTILL Sep 07/12 2829 S QUEEN ST DALLASTOWN,PA 17313 File#: 636-01MAR Inv #: 55893 Attention: RE: Estill,Judy A. vs. 1VTarsfl, Marlin L., Estate of PROFESSIONAL SERVICES DATE DESCRIPTION HOURS AMOUNT LAWYER Aug-07-12 Review correspondence from Arty. Roberts 0.10 21.50 CWV w/enc.; Review documents - Praecipe to W/draw Appearance. Aug-30-12 Telephone conference with Atty. Hassler; 0.20 43.00 CWV Telephone conference with&Letter to Atty. Wagner re. alt. executor. Totals 030 $64.50 DISBURSEMENTS Disbursements Receipts Aug-09-12 Transfer Trust to Regular Account 21.50 Sep-06-12 Transfer Trust to Regular Account 43.00 Transfer Trust to Regular Account 15.75 Photocopy Expense 15.75 Totals $15.75 $80.25 - 5 ✓�. O �t7oz 5�f// 7f7��f9-9�f5 MS JUDY A ESTILL 636-OIMAR Estill, Judy A. vs. Marsh, Marlin L., Estate of Sep 07/12 Total Fees & Disbursements $0.00 Previous Balance $0.00 Previous Payments $0.00 PAYMENT DUE BY SEPTEMBER 21, 2012 $0.00 Balances over 30 days are subject to a FINANCE CHARGE OF I% PER MONTH (ANNUAL PERCENTAGE RATE 12%) 1 Clyde W. Vedder .. Invoice#: 55893 Page 2 7f7B/f`9,9�f5 MS JUDY A ESTILL 636-OIMAR Estill,Judy A. vs. Marsh, Marlin L., Estate of Sep 07/12 TRUST STATEMENT Disbursements Receipts File#: 636-01MAR Trust Balance Forward 628.30 Aug-09-12 Paid To: Morris & Vedder Regular Account 21.50 Transfer Trust to Regular Account Aug-24-12 Paid To: Petty Cash 16.75 _ Referral-Fee Payrrtents/Receipts - Sep-06-12 Paid To: Morris &Vedder Regular Account 58.75 Transfer Trust to Regular Account Paid To: Fed-Ex 100.24 Fed-Ex-Overnight Shipments Invoice#: 55893 Page 3 717��/3-9�f5 MS JUDY A ESTILL 636-OIMAR Estill,Judy A.vs. Marsh,Marlin L., Estate of Sep 07/12 Total Trust $197.24 $628.30 3 ~ Trust Balance J $431.06 i Invoice#: 55893 Page- 4 i I F -. - • F �GZa�� CL^. licz� �2��t�. �u�c JGnceG ✓�. � �f7oz 5/�/f �� �r�rs�ze���srcnc¢ f7�05 7f7dW POO MS JUDY A ESTILL Oct 04/12 2829 S QUEEN ST DALLASTOWN, PA 17313 File #: 636-OIMAR Inv #: 56117 Attention: RE: Estill, Judy A. vs. Marsh, Marlin L., Estate of PROFESSIONAL SERVICES DATE DESCRIPTION HOURS AMOUNT LAWYER Sep-11-12 Telephone conference with Atty. Kutulakis' 0.10 21.50 CWV office(left detailed message re. no follow-up). Sep-19-12 Telephone call from client re. update; Letter to 0.20 43.00 CWV client via e-mail re. Atty. Hayes contact info. Letter to Atty. Kutulakis re. estate resolution. 0.20 43.00 CWV Sep-21-12 Review correspondence from Arty. Kutulakis; 0.10 21.50 CWV Memorandum to staff to scan & e-mail to client. Sep-26-12 Letter to Atty. Hayes; Letter to Atty. Kutulakis 0.20 43.00 CWV forwarding does.requested. Totals 0.80 $172.00 DISBURSEMENTS Disbursements Receipts Sep-20-12 Transfer Trust to Regular Account 107.50 Oct-02-12 Transfer Trust to Regular Account 64.50 Transfer Trust to Regular Account 2.25 600 E 5u� 1c�r�, el"eininM�iuni�uio 11/!05 �1�d1�9-,915 MS JUDY A ESTILL 636-OIMAR Estill, Judy A. vs. Marsh, Marlin L., Estate of Oct 04/12 Photocopy Expense 2.25 Totals $2.25 $174.25 Total Fees & Disbursements $0.00 Previous Balance $0.00 Previous Payments $0.00 PAYMENT DUE BY OCTOBER 26,2012 $0.00 Balances over 30 days are subject to a FINANCE CHARGE OF I%PER MONTH (ANNUAL PERCENTAGE RATE 12%) Clyde W.Vedder I Invoice#: 56117 Page 2 �v f7/rO5 7f7d/r�.9�f5 MS JUDY A ESTILL 636-OIMAR Estill, Judy A. vs. Marsh, Marlin L., Estate of Oct 04/12 TRUST STATEMENT Disbursements Receipts File#: 636-OIMAR Trust Balance Forward 431.06 Sep-20-12 Paid To: Morris&Vedder Regular Account 107.50 Transfer Trust to Regular Account Oct-02-12 Paid To: Morris&Vedder Regular Account 66.75 Transfer Trust to Regular Account- Total Trust $174.25 $431.06 Trust Balance $256.81 Invoice#: 56117 Page 3 n 7f7d/f9-9rPf5 MS JUDY A ESTILL Nov 08/12 2829 S QUEEN ST DALLASTOWN, PA 17313 File#: 636-OIMAR Inv #: 56343 Attention: RE: Estill, Judy A. vs. Marsh, Marlin L., Estate of PROFESSIONAL SERVICES DATE DESCRIPTION HOURS AMOUNT LAWYER Oct-03-12 Review correspondence from Attys. Hayes& 0.20 43.00 CWV Kutulakis; Letter to client requesting background does. Oct-09-12 Review correspondence from Atty. Kutulakis 0.20 43.00 CWV w/enc.; Review documents -Notice of Deposition' Memorandum to staff to copy for client. Conference with client to receive all 0.10 21.50 CWV background does. Oct-23-12 Review correspondence from client; Review 0.30 64.50 CWV documents - Memorandum from client re. inquiry about appraisals of personal property; Letter to client re. inquiry; Letter to Atty. Kutulakis re. client's advice re. 2nd bidders interest in property. Oct-31-12 Review correspondence from & Letter to Any. 0.10 21.50 CWV Roberts re. $ held in escrow. Totals 0.90 _ $193.50 1Z Yoe 'q' W// 7f7d�-9�f5 MS JUDY A ESTILL 636-OIMAR Estill,Judy A. vs. Marsh, Marlin L., Estate of Nov 08/12 DISBURSEMENTS Disbursements Receipts Nov-01-12 Transfer Trust to Regular Account 143.06 Transfer Trust to Regular Account 113.75 Facsimile Expense 0.75 Long Distance Telephone 4.00 Photocopy Expense 109.00 Totals $113.75 $256.81 Invoice#: 56343 Page 2 13 MS JUDY A ESTILL 636-01 MAR Estill, Judy A. vs. Marsh,Marlin L., Estate of Nov 08/12 Total Fees & Disbursements $50.44 Previous Balance $0.00 Previous Payments $0.00 PAYMENT DUE BY NOVEMBER 21,2012 $50.44 Balances over 30 days are subject to a FINANCE CHARGE OF I% PER MONTH (ANNUAL PERCENTAGE RATE 12%) Clyde W. Vedder Invoice#: 56343 Page 3 i Cc!, YGL� 7l�d'1!v'-9�l5 MS JUDY A ESTILL 636-01MAR Estill, Judy A. vs. Marsh, Marlin L., Estate of Nov 08/12 TRUST STATEMENT Disbursements Receipts File#: 636-OIMAR Trust Balance Forward 256.81 Nov-01-12 Paid To: Morris& Vedder Regular Account 256.81 Transfer Trust to Regular Account Total Trust $256.81 $256.81 Trust Balance $0.00 Invoice#: 56343 Page 4 1� JiaaE ✓vi�u2e2�.�ivai�um f71lO5 MS JUDY A ESTILL Dec 06/12 2829 S QUEEN ST DALLASTOWN, PA 17313 File #: 636-OIMAR Inv #: 56579 Attention: RE: Estill, Judy A. vs.iMarsh, Marlin L., Estate of PROFESSIONAL SERVICES DATE DESCRIPTION HOURS AMOUNT LAWYER Nov-08-12 Prepare documents - Renunciations; 0.50 107.50 CWV Conference with client & sister to review& execute does. Nov-13-12 Memorandum to staff to process 0.10 21.50 CWV Renunciations. Nov-14-12 Review correspondence from & Letter to Atty. 0.20 43.00 CWV Hokamp re. heating real estate. Nov-16-12 Telephone conference with paralegal (2); 0.40 86.00 CWV Letter to client re. no heat; Telephone call from client re. auth. to send bland letter re. all utility paymehts being reimbursed; letter to opposing counsel re. same. Nov-19-12 Review correspondence from opposing 0.10 21.50 CWV counsel; Letter to client re. providing name & address of 2nd bidder. Nov-28-12 Telephone call from client ; Letter to Atty. 0.20 43.00 CWV Hayes authorizing him to take charge. Review correspondence from& Letter to Any. 0.10 21.50 CWV Hayes re. renunciations. Nov-29-12 Memorandum to other staff to scan 0.10 21.50 CWV renunciations; Letter to Atty. Hayes re. same. I(n &OX"'a, � �f7d/f9�'Bf5 MS JUDY A ESTILL 636-OIMAR Estill, Judy A. vs. Marsh,Marlin L., Estate of Dec 06/12 Totals 1.70 $365.50 DISBURSEMENTS Disbursements Receipts Facsimile Expense 1.25 Long Distance Telephone 0.50 Photocopy Expense 2.25 Postage Expense 1.10 Nov-13-12 Cumberland County Orphan's Court- 10.00 Renunciations Nov-20-12 Petty Cash(PC) 10.00 Totals $25.10 $0.00 Invoice#: 56579 Page 2 � E ,2 �f7�/f�'-9dfs MS JUDY A ESTILL 636-01 MAR Estill, Judy A. vs. Marsh, Marlin L., Estate of Dec 06/12 Total Fees & Disbursements $390.60 Previous Balance -- .-_ --. $50.44---- Previous Payments $0. PAYMENT DUE BY DECEMBER 21,2012 $441.04 Balances over 30 days are subject to a FINANCE CHARGE OF I% PER MONTH (ANNUAL PERCENTAGE RATE 12%) Q I Clyde W. Vedder -- -- .--- —i File#: 636-OIMAR i Invoice#: 56579 Page 3 rg Jfi d�-9��5 MS JUDY A ESTILL Jan 08/13 2829 S QUEEN ST DALLASTOWN, PA 17313 File #: 636-OIMAR Inv #: 56810 Attention: RE Estill, Judy A. vs. Marsh,Marlin L., Estate of PROFESSIONAL SERVICES DATE DESCRIPTION HOURS AMOUNT LAWYER Dec-03-12 Review correspondence from Register of 0.20 43.00 CWV Wills; Prepare documents - Pa.O.C. Rule 6.12 Status Report. Dec-04-12 emails with CWV re accounting for estate 0.20 40.00 RAF Dec-05-12 Letter to Atty. Holkamp re. renunciation¬ 0.30 64.50 CWV authorized to release name of buyer; Review correspondence from Atty. Kutulakis re. buyer; Letter to client re. same. Dec-06-12 Telephone conference with Atty. Hayes; 0.50 107.50 CWV Prepare documents - Petition for Revocation of Letters & Direciive of Appt. (i st dram); Memorandum to staff to input data to petition. Prepare documents - Status Report and Draft 0.60 54.00 SMW Petition for Revocation of Letters. File Status Report with Cumberland County Register of Wills. Dec-14-12 Conference with client ;Prepare documents - 0.60 129.00 CWV Petition in final form; Memorandum to staff to process with add'1 Letter to Brenda forwarding Joinder. Dec-27-12 Review correspondence from 0.10 21.50 CWV MS JUDY A ESTILL 636-OIMAR Estill, Judy A. vs. Marsh, Marlin L., Estate of Jan 08/13 client looking for an update; Letter to Atty. Kutulakis re. same. Totals 2.50 $459.50 DISBURSEMENTS Disbursements Receipts Photocopy Expense 8.00 Postage Expense 2.20 Totals $10.20 $0.00 Invoice#: 56810 Page 2 I i i I Zu A"'a, ge 5 MS JUDY A ESTILL 636-OIMAR Estill, Judy A. vs. Marsh, Marlin L., Estate of Jan 08/13 Total Fees & Disbursements $469.70 Previous-Balance- $441.04 Previous Payments $441.04 PAYMENT DUE BY JANUARY 25, 2013 $469.70 Balances over 30 days are subject to a FINANCE CHARGE OF 1% PER MONTH (ANNUAL PERCENTAGE RATE 12%) ` Clyde W. Vedder _ . . . File#: 636-OIMAR Invoice#: 56810 Page 3 21 MS JUDY A ESTILL Feb 07/13 2829 S QUEEN ST DALLASTOWN, PA 17313 File #: 636-OIMAR li Inv #: 56998 Attention: RE: _ Estill, Judy A. vs. Marsh, Marlin L., Estate of PROFESSIONAL SERVICES DATE DESCRIPTION HOURS AMOUNT LAWYER Jan-23-13 Telephone conference with Ally. Hayes re. 0.10 21.50 CWV difficulty getting Atty. Kutulakis to cooperate. Jan-25-13 review file and accounting information 0.40 80.00 RAF provided by CWV; organize documents to prep account and related documents Jan-30-13 review file; prepare account, inheritance tax 4.50 900.00 RAF Jan-31-13 prepare account, inheritance tax and inventory; 3.00 600.00 RAF email to CWV Totals 8.00 $1,60150 DISBURSEMENTS Disbursements Receipts Photocopy Expense 1.50 Totals $1.50 $0.00 ZZ if7d�99��5 MS JUDY A ESTILL 636-OIMAR Estill, Judy A. vs. Marsh, Marlin L., Estate of Feb 07/13 Total Fees & Disbursements $1,603.00 Previous Balance $469.70 Previous Payments $469.70 PAYMENT DUE BY FEBRUARY 22, 2013 $1,603.00 Balances over 30 days are subject to a FINANCE CHARGE OF 1% PER MONTH (ANNUAL PERCENTAGE RATE 12%) Clyde W. Vedder File#: 636-01MAR Invoice#: 56998 Page 2 - 23 -�ema O o/ MS JUDY A ESTILL Apr 03/13 2829 S QUEEN ST DALLASTOWN, PA 17313 File #: 636-01MAR Inv #: 57406 Attention: RE: Estill,Judy A. vs. Marsh, Marlin L., Estate of PROFESSIONAL SERVICES DATE DESCRIPTION HOURS AMOUNT LAWYER Mar-08-13 Prepare documents -Petition for Revocation& 0.30 64.50 CWV Reissuance of Letters in final form; Prepare documents - Memorandum to staff to process. Mar-18-13 Review documents - Order of Court removing 0.10 21.50 CWV co-executors and authorizing the appointment of Lacy Hayes, Esq. upon his filing of a Petition for Probate Grant of Letters; Memorandum to staff to send copy to client. Mar-19-13 Letter to Atty. Hayes w/enc. (Order of Court). 0.10 21.50 CWV Confer with CWV and CLN re petition; edit 0.40 80.00 RAF petition; confer with CWV re account Mar-21-13 review emails and review file with staff 0.20 40.00 RAF Mar-22-13 emails with staff to provide information to 0.20 40.00 RAF Lacy Hayes Totals 1.30 5267.50 DISBURSEMENTS Disbursements Receipts Long Distance Telephone 1.00 -A�¢ awl. az X.0 efJO?i 51!/s' 7f7d�/J-9�f.S MS JUDY A ESTILL 636-01 MAR Estill,Judy A. vs. Marsh, Marlin L., Estate of Apr 03/13 Photocopy Expense 9.25 Postage Expense 5.28 - -- Mar-08-1-3 ---Cumberland-Register of Wills- Petition-for Revocation & Reissuance Mar-29-13 Petty Cash (PC) 15.00 Totals $45.53 $0.00 Total Fees & Disbursements $313.03 Previous Balance $1,603.00 Previous Payments $1,601.50 PAYMENT DUE BY APRIL 26, 2013 314.53 Balances over 30 days are subject to a a FINANCE CHARGE OF 1% PER MONTH (Ai 1NUAL PERCENTAGE RATE 12%) _- � Clyde W. Vedder File #: 636-01MAR Invoice#: 57406 Page 2 �O���19-9rPf5 MS JUDY A ESTILL May 07/13 2829 S QUEEN ST DALLASTOWN, PA 17313 File#: 636-OIMAR Inv #: 57654 Attention: RE: -Estill,,.Judy A.vs. Marsh.-Marlin-L.,,Estate.of PROFESSIONAL SERVICES DATE DESCRIPTION HOURS AMOUNT LAWYER Apr-25-13 review file; confer with CWV re status 0.20 40.00 RAF Totals 0.20 $40.00 DISBURSEMENTS Disbursements Receipts Photocopy Expense 9.25 i Apr-16-13 Petty Cash (PC) 2.50 —Totals - -- $11.75 $0.00 2�v 7f7��9-.9�f5 MS JUDY A ESTILL 636-01 MAR Estill,Judy A. vs. Marsh, Marlin L., Estate of May 07/13 Total Fees & Disbursements $51.75 - _ - _--Previous-Balance -_ . --- -- ----- ----._..-- $314:53 -- Previous Payments $314.53 PAYMENT DUE BY MAY 22,2013 51.75 Balances over 30 days are subject to a FINANCE CHARGE OF I% PER MONTH (ANNUAL PERCENTAGE RATE 12%) 3` V Cj A - - ---Clyde W. Vedder-- - -- — - - - — ---. - File#: 636-01 MAR Invoice #: 57654 Page 2