HomeMy WebLinkAbout02-24-15 REV-1500 EX(02-11) 1505610143`
OFFICIAL USE ONLY
PA Department of Revenue pennsylvania County code Year File Number
Bureau of Individual Taxes DEPARTMENT OF REVENUE
PO BOx.280601 INHERITANCE TAX RETURN 21 14 00947
Harrisburg,PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
09 21 2014 10 25 1934
Decedent's Last Name Suffix Decedent's First Name MI
LEBO L R
(If Applicable)Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
LEBO CAROLYN M
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS 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 5. Federal Estate Tax Return Required
(date of death after 12-12-82)
B Decedent Died Testate 7• Decedent
nt Maintained
Tre d a Living Trust 0 B. Total Number of Safe Deposit Boxes
(Attach Copy of Will) PY
9. Litigation Proceeds Received 10.bbtween12V31% r dit(Datte f Death � 11.Election to tax under Sec.9113(A)
T (Attach Schedule O)
CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
IVO V OTTO III 717 243 3341
GISTER OOALLS-QSErONLY
a: 47 rT1 <77) C)
:Z t*i
First Line of Address
10 EAST HIGH STREET 'J e:^ f7l ; ca
CD
Second Line of Address
DATkBLED - c)
City or Post Office State ZIP Code _ I
O GrD c7
CARLISLE PA 17013
Correspondent's e-mail address: iotto(a�martsonlaw com
Under penalties of perjury,I declare that I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief,
it is true,correct and complete.Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE
Barbara Jo Lebo Massam
ADDRESS
27 Broadview Terrace Chatham NJ 07928
S NATURE PREPARER OTHER THAN REPRESENTATIVE DATE
Ivo V. Otto III
ADDRESS
10 East High Street, Carlisle, PA
Side 1
1505610143 1505610143 \
J1505610143
REV-1500 Ex(02-11) Lb
OFFICIAL USE ONLY
PA Department of Revenue pennsylvania County code Year File Number
Bureau of Individual Taxes DEPAFuwPjior Rrm:ue
PO 60x.280601 INHERITANCE TAX RETURN 21 14 00947
Harrisburg,PA 17128-0601 RESIDENT DECEDENT
ENTER DECEDENT INFORMATION BELOW
Social Security Number Date of Death Date of Birth
09 21 2014 10 25 1934
Decedent's Last Name Suffix Decedent's First Name MI
LEBO L R
(if Applicable)Enter Surviving Spouse's Information Below
Spouse's Last Name Suffix Spouse's First Name MI
LEBO CAROLYN M
Spouse's Social Security Number
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
FILL IN APPROPRIATE OVALS 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 5. Federal Estate Tax ReturnRequired
(date of death after 12-12-82)
X❑ 6. Do dent Died Testate 7, Decedent Mainland a Living Trust 0 8. Total Number of Safe Deposit Boxes
(Attach Copy of Will) (Attach Copy of l rust)
9. Litigation Proceeds Received 10.brtwee l Po�3 J�and{Datef Death 11.Election to tax under Sec.9113(A)
-95) (Attach Schedule O)
CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
Name Daytime Telephone Number
IVO V OTTO III 717 243 3341
REGISTER OF WILLS USE ONLY
First Line of Address
10 EAST HIGH STREET
Second Line of Address
City or Post Office State ZIP Code DATE FILED
CARLISLE PA 17013
Correspondent's e-mail address: iotto@martsonlaw.com
Under penalties or perjury,I declare that I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief,
it' t and complete.Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNA t ERS RESPONSIBLE FOR F``�G RETURN Barb rd jb/.e50/Vwi rn DATE
1 C1 J Barbara Jo Lebo Massam a/ao j
ADDR
27 Broadview Terrace Chatham NJ 07928
SIG'NATURE&PREPARER OTHER THAN REPRESENTATIVE DATE
'�A /— IVO V.Otto III �js--
ADDRESS 4
10 East High Street,Carlisle, PA
Side 1
1505610143 1505610143.
PA Inheritance Tax Return
Signature of Additional Fiduciaries
ESTATE OF FILE NUMBER
Lebo,L Robert 21-14-00947
Under penalties of perjury,I declare that 1 have examined this return,including accompanying schedules and statements,and to the best of
my knowledge and belief,it is true,correct and complete.Declaration of preparer other than the personal representative is based on all
Information of which preparer has any knowledge.
Signature#2
Name Debra Ann Lebo D-ebra Ann ,Ce b c,
Address'! 1806 Dellabrooke Farm Lane
Address2
City,State,Zip Brookeville MD 20833
Date a f i 15
Signature#3
Name Marcia Lynne Lebo Baker
Address1 3419 Caron Creek
Address2
City,State,Zip Mechanlcsburg PA 17055
Date
PA Inheritance Tax Return
Signature of Additional Fiduciaries
ESTATE OF FILE NUMBER
Lebo,L Robert 21-14-00947
Under penalties of perjury,I declare that I have examined this return,including accompanying schedules and statements,and to the best of
my knowledge and belief,it is true,correct and complete.Declaration of preparer other than the personal representative is based on all
information of which preparer has any knowledge.
Signature#2
Name Debra Ann Lebo
Addressl 1806 De0abrooke Farm Lane
Address2 - -
City,State,Zip Brooksville MD 20833
Date
Signature#3
Name Marcas Lynne Lebo Baker Marc i& L4 nrw— Lebo d�Gi 2r
Addressl 3418 Canyon Creek
Address2
City,State,Zip Mechanicsburg,PA 17055 ---
Date 2 20 JZQ fS
1505610243
REV-1500 EX
Decedent's Social Security Number
Decedent's Name: Lebo, L Robert
RECAPITULATION
1. Real Estate(Schedule A)....................................................................................... 1. 184F900 . 00
2. Stocks and Bonds(Schedule B)............................................................................. 2. 271 , 072 . 79
3. Closely Held Corporation, Partnership or Sole-Proprietorship(Schedule C)......... 3.
4. Mortgages&Notes Receivable(Schedule D)........................................................ 4.
5. Cash,Bank Deposits&Miscellaneous Personal Property(Schedule E)............... 5. 54 , 634 . 34
6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested............ 6.
7. Inter-Vivos Transfers&Miscellaneous lynn;Probate Property
(Schedule G) LJ Separate Billing Requested............ 7.
8. Total Gross Assets(total Lines 1 through 7)........................................................ 8, 510 , 607 . 13
9. Funeral Expenses and Administrative Costs(Schedule H).................................... 9. 39, 821 . 31
10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1)............................ 10. 1 , 550 . 89
11. Total Deductions(total Lines 9 and 10)................................................................ 11. 41, 372 . 20
12. Net Value of Estate(Line 8 minus Line 11).......................................................... 12. 469,234 . 93
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which
an election to tax has not been made(Schedule J)............................................... 13.
14. Net Value Subject to Tax(Line 12 minus Line 13)............................................... 14. 469,234 . 93
TAX COMPUTATION-SEE INSTRUCTIONS FOR APPLICABLE RATES
15. Amount of Line 14 taxable
at the spousal tax rate,or
transfers under Sec.9116 0 . 00 15. 0 . 00
(a)(1.2)X.00
16. Amount of Line 14 taxable 469,234 . 93 16. 21, 115 . 57
at lineal rate X .045
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. 21 , 115 . 57
20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. ❑
Side 2
1505610243 1505610243 J
REV-1500 EX Page 3 File Number 21-14-00947
Decedent's Complete Address:
DECEDENT'S NAME
Lebo, L Robert
STREETADDRESS
58 Round Ridge Road
CITY STATE ZIP
Mechanicsburg PA 17055
Tax Payments and Credits:
1. Tax Due(Page 2, Line 19) (1) 21,115.57
2. Credits/Payments
A. Prior Payments 16,000.00
B. Discount 842.11
Total Credits(A +B) (2) 16,842.11
3. Interest (3)
4, If Line 2 is greater than Line 1 +Line 3,enter the difference. This is the OVERPAYMENT. (4)
Check box on Page 2,Line 20 to request a refund
5. If Line 1 +Line 3 is greater than Line 2,enter the difference. This is the TAX DUE. (5) 4,273.46
Make Check Payable to REGISTER OF WILLS, AGENT _
....ia.:.,.,i ..:4..,;;�.k et...�wua�.v ..r.....r.R...,k�'u..f�,..._...,,'.,mrd'a'.may. .'.., ....«$'�......�...._.waw....s.3.........i...............«....�.:....e..�.s.. .... ..,...cam. �� .�.. 77LKirc,......,
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;............................................................................... ❑
b. retain the right to designate who shall use the property transferred or its income;.................................. ❑ ❑x
c. retain a reversionary interest;or............................................................................................................... ❑
d. receive the promise for life of either payments,benefits or care?............................................................ ❑ ❑x
2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without
receiving adequate consideration?.................................................................................................................... ❑ 0
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 ❑ ❑
containsa beneficiary designation?.................................................................................................................. x
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
y
For dates of death on or after July 1,1994 and before Jan.1,1995,the tax 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)(i)].
For dates of death on or after January 1,1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent
[72 P.S.§9116(a)(1.1)(ii)]. The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of assets and
filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
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 tax 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(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.
Rev-1502 EX+(01-10)
SCHEDULE A
pennsylvania REAL ESTATE
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Lebo, L Robert 21-14-00947
All real property owned solely or as a tenant in common must be reported at fair market value.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 relevant facts.
Real property that is jointly-owned with right of survivorship must be disclosed on schedule F.
Attach a copy of the settlement sheet if the property has been sold
Include a copy of the deed showing decedent's interest if owned as tenant in common.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Real Estate-58 Round Ridge Road, Mechanicsburg, PA 17055,sale value. See attached 184,900.00
Settlement Statement
TOTAL(Also enter on Line 1, Recapitulation) 184,900.00
(If more space is needed,additional pages of the same size)
Copyright(c)2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule A(Rev.01-10)
Rev-1503 EX+(6-96)
SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Lebo, L Robert 21-14-00947
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM CUSIP VALUE AT DATE
NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH
National Financial Services-TSP-007285
1 2,018 shares of FT Unit 4304 DEEP 11.68500 23,580.33
Accrued dividend on Item 1 through date of death 66.80
2 2,402 shares of FT UNIT 4376 INVT Grade Select 9.85 23,659.70
Accrued dividend on Item 2 through date of death 131.63
3 3,077 shares of FT UNIT 4384 Balance Income 10.985 33,800.85
Accrued dividend on Item 3 through date of death 148.00
4 2,491 shares of FT UNIT 4394 Strategic Income 9.74 24,262.34
Accrued dividend on Item 4 through date of death 151.45
5 2,173 shares of FT UNIT 4464 High Dividend Equity 9.94 21,599.62
Accrued dividend on Item 5 through date of death 93.66
6 2,160 shares of FT UNIT 4501 Global Equity 10.1225 21,864.60
Accrued dividend on Item 6 through date of death 129.82
7 3,327.522 shares of Oppenheimer Multi St Municipal 10.69 35,571.21
Accrued dividend on Item 7 through date of death 136.43
8 2,650.333 shares of Steelpath MLP FDS TR 13.55 35,912.01
Total of Continuation Schedule See attached page
TOTAL(Also enter on Line 2, Recapitulation) 271,072.79
(If more space is needed,additional pages of the same size)
Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B(Rev.6-98)
4
Rev-1503 EX+(6-98)
SCHEDULE B
STOCKS & BONDS
continued
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Lebo, L Robert 21-14-00947
ITEM CUSIP VALUE AT DATE
NUMBER NUMBER DESCRIPTION UNIT VALUE OF DEATH
9 2,492.522 shares of SIT New Beginning TX FR INC FD-COM 9.48 23,629.11
Accrued dividend on Item 9 through date of death 47.25
10 2,226.344 shares of Vanguard -PA LT Tax-Exempt Investor 11.5900014 25,803.33
0077-88072806924
Accrued dividend on Item 10 through date of death 53.93
11 3 Series EE Savings Bonds-See attached valuation 430.72
TOTAL(Also enter on Line 2, Recapitulation) 271,072.79
Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule B(Rev.6-98)
Rev-1508 EX+III 1-10)
SCHEDULE E
pennsylvania CASH, BANK DEPOSITS, & MISC.
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN PERSONAL PROPERTY
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Lebo, L Robert 21-14-00947
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly-owned with the right of survivorship must be disclosed on schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 Citibank N.A.-Credit card dividend earned 50.00
2 Members 1st CD 226300-41 -Date of death balance 50,000.00
Accrued interest on Item 2 through date of death 12.33
3 National Financial Services-TSP-007285-Credit balance 679.21
4 National Financial Services-TSP-007285-Credit balance 111.07
5 Personal property and household goods-Actual sale value 2,000.00
6 Real Estate-School Tax proration 888.71
7 Real Estate-Sewer proration 87.11
8 Strong Securities Litigation Settlement Fund-Settlement proceeds-check received buy not 15.59
deposited until after date of death
9 ADT Security Systems-Refund of service 29.57
10 Encompass Insurance-Refund of auto policy premium 676.00
11 Encompass Insurance-Refund of homeowner's premium 62.45
12 Highmark-Refund of premium 22.30
TOTAL(Also enter on Line 5, Recapitulation) 54,634.34
(If more space is needed,additional pages of the same size)
Copyright(c)2010 form software only The Lackner Group,Inc. Form PA-1500 Schedule E(Rev. 11-10)
REV-1511 EX+(10-09)
pennsylvania SCHEDULE H
DEPARTMENT OF REVENUE FUNERAL EXPENSES AND
INHERITANCE TAX
RESIDENT DECED NTTURN ADMINISTRATIVE COSTS
ESTATE OF FILE NUMBER
Lebo, L Robert 21-14-00947
Decedent's debts must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
See continuation schedule(s) attached 4,927.89
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s)
Street Address
City State ZiD
Year(s)Commission Paid
2. Attorney's Fees 16,070.00
See continuation schedule(s)attached
3. Family Exemption: (If decedent's address is not the same as claimant's,attach explanation)
Claimant
Street Address
City State ZiD
Relationship of Claimant to Decedent
4. Probate Fees 595.50
See continuation schedule(s) attached
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs 18,227.92
See continuation schedule(s) attached
TOTAL(Also enter on line 9, Recapitulation) 39,821.31
Copyright(c)2009 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev. 10-09)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Lebo, L Robert 21-14-00947
ITEM
NUMBER DESCRIPTION AMOUNT
Funeral Expenses
1 Grasso Funeral Home-Largo, FL 835.00
2 Malpezzi Funeral Home-Mechanicsburg, PA 4,092.89
H-A 4,927.89
Attorney Fees
3 Martson Law Offices-Estimated attorneys'fees 16,070.00
H-132 16,070.00
Probate Fees
4 Cumberland County Register of Wills-Probate fee 545.50
5 Cumberland County Register of Wills-Additional Probate fee 50.00
H-B4 595.50
Other Administrative Costs
6 1-800-Got-Junk-Trash removal 58 Round Ridge Road pending sale of real estate 362.00
7 Cumberland County Register of Wills-Short Certificates 10.00
8 Cumberland Law Journal -Advertising Letters Testamentary 75.00
9 EVP stock valuation -Vanguard Funds 18.00
10 Lawnscapes, Inc.-Lawn service pending sale of real estate 127.20
Copyright(c)2002 form software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev.6-98)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Lebo, L Robert 21-14-00947
ITEM
NUMBER DESCRIPTION AMOUNT
11 Lawnscapes, Inc.-Lawn service pending sale of real estate 95.40
12 Postage 3.04
13 PPL-November service pending sale of real estate 70.44
14 PPL-December service pending sale of real estate 105.11
15 PPL-Final invoice 19.73
16 PPL-January service pending sale of real estate 113.85
17 Real Estate-1% Realty Transfer Tax 1,849.00
18 Real Estate-Seller Assist 2,025.00
19 Real Estate-Home Warranty 514.32
20 Real Estate-Commission 10,972.50
21 Real Estate-Tax Certification 15.00
22 Real Estate-BHOA resale certification 50.00
23 Real Estate-Upper Allen Sewer Authority,final sewer/water 224.00
24 Real Estate-American Radon Solutions, radon mitigation 850.00
25 Real Estate-County Taxes due, proration 39.12
26 Real Estate-BHOA,annual dues,proration 3.56
27 Republic Services#611 -Trash service pending sale of real estate 45.45
Copyright(c)2002 form software only The Lackner Group,Inc. Form PA-1500 Schedule H(Rev.6-98)
SCHEDULE H
FUNERAL EXPENSES AND ADMINISTRATIVE COSTS
continued
ESTATE OF FILE NUMBER
Lebo, L Robert 21-14-00947
ITEM
NUMBER DESCRIPTION AMOUNT
28 The Sentinel -Advertising Letters Testamentary 201.16
29 United Water-Service pending sale of real estate 23.54
30 United Water-Service pending sale of real estate 0.13
31 United Water-Service pending sale of real estate 18.05
32 United Water-Final invoice 12.08
33 UPS-Overnight mailing service 42.50
1-11-137 17,885.18
Other Administrative Costs
34 Oppenheimer Multi St Municipal -Contingent DEF SL Charge 342.74
H-B7 342.74
Copyright(c)2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H(Rev.6-98)
Rev-1512 EX+(12-08)
SCHEDULE 1
pennsylvania DEBTS OF DECEDENT,
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN MORTGAGE LIABILITIES AND LIENS
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Lebo, L Robert 21-14-00947
Report debts incurred by the decedent prior to death that remained unpaid atthe date of death,including unreimbursed medical expenses.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 ADT Security Systems-Account payable 95.98
2 ADT Security Systems-Service pending sale of real estate 48.99
3 American Express-Account payable 170.13
4 Chase Credit Card -Account payable 268.32
5 Comcast-Account payable 386.96
6 Lawnscapes, Inc. -Account payable 297.45
7 PPL-Account payable 120.41
8 Republic Services#611 -Account payable 39.03
9 United Water-Account payable 11.62
10 Upper Allen Township-Account payable 112.00
TOTAL(Also enter on Line 10, Recapitulation) 11550.89
(If more space is needed,additional pages of the same size)
Copyright(c)2008 form software only The Lackner Group, Inc. Form PA-1500 Schedule I(Rev. 12-08)
REV-1513 EX+(01-10)
pennsylvania SCHEDULE J
DEPARTMENT OF REVENUE
INHERITANCE TAX RETURN BENEFICIARIES
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Lebo, L Robert 21-14-00947
NAME AND ADDRESS OF RELATIONSHIP TODECEDENT SHARE OF ESTATE AMOUNT OF ESTATE
NUMBER PERSON(S)RECEIVING PROPERTY (Words) ($$$)
Do Not s es
I TAXABLE DISTRIBUTIONS [include outright spousal
• distributions,and transfers
under Sec.9116(a)(1.2)]
1 Marcia Lynne Lebo Baker Daughter 157,744.97
3419 Canyon Creek
Mechanicsburg, PA 17055
2 Debra Ann Lebo Daughter 155,744.98
1806 Dellabrooke Farm Lane
Brookeville,MD 20833
3 Barbara Jo Lebo Massam Daughter 155,744.98
27 Broadview Terrace
Chatham, NJ 07928
Total 469,234.93
Enter dollar amounts for distributions shown above on lines 15 through 18 on Rev 1500 cover sheet,as appropriate.
NON-TAXABLE DISTRIBUTIONS:
II. A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN
B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
Copyright(c)2010 form software only The Lackner Group, Inc. Form PA-1500 Schedule J(Rev.01-10)
F:\FILES\C1ient0340 R.Lebo\9340.I.wiA.2014.wpd
LAST WILL AND TESTAMENT
I,L.ROBERT LEBO,of Upper Allen Township,Cumberland County,Pennsylvania,being
of sound and disposing mind and memory,do hereby make,publish and declare this to be my Last
Will and Testament, hereby revoking any and all former Wills or Codicils by me made.
ITEM ONE
I direct that all my legally enforceable debts, funeral expenses, testamentary expenses and
all death taxes(whether such taxes may be payable by my estate or by any recipient of any property)
shall be paid from my residuary estate as soon as practicable after my decease and as part of the
administration of my estate. My Executrices shall have no duty or obligation to obtain
reimbursement for any such tax so paid,even though on proceeds of insurance or other property not
passing under this Will.
ITEM TWO
I give such items of personalty as are itemized in a certain list, if any,attached hereto to the
persons named thereon, which list is signed and dated by me at the end thereof.
ITEM THREE
I give any vehicle that I may own at the time of my death unto my wife, CAROLYN M.
LEBO.
ITEM FOUR
A. I give,devise and bequeath all of my estate,both real and personal property,unto my
children, BARBARA JO LEBO MASSAM, DEBRA ANN LEBO and MARCIA LYNNE LEBO
BAKER, in equal shares absolutely.
B. In the event that any of my said children shall fail to survive me,but shall leave issue
surviving, then such deceased child's share shall be held by my Trustees as follows: Until the
beneficiary of such share shall attain the age of thirty(30)years,my Trustees shall pay so much of
the principal and income of the trust as is necessary, in Trustees' sole discretion, for the health,
education,maintenance and support of the beneficiary thereof,keeping in mind the other resources
available to such beneficiary for such purposes. Upon such beneficiary's attaining the age of thirty
(30) years, the Trustees shall pay the net income of such share to or for the benefit of such
L.R.L.
Page 1 of 7 Pages
beneficiary in at least quarterly installments. Further,the Trustees shall be at liberty to invade the
principal of such share to provide for the health, education, maintenance and support of such
beneficiary, keeping in mind any other resources available to such beneficiary for such purposes.
Upon such beneficiary's attaining the age of forty (40) years, all accumulated income, if any, and
principal of such share shall be distributed outright to such beneficiary. In the event that any of my
children shall fail to survive me and not leave issue surviving,then such deceased child's share shall
be added to the shares of my other children as if originally a part thereof.
C. Notwithstanding any other provisions to the contrary,in no event shall any share be
distributed to any beneficiary later than twenty (20)years after the date of my death.
ITEM FIVE
POWERS OF EXECUTRICES AND TRUSTEES
In addition to the powers conferred by case law, by statute, and by other provisions hereof,
my Executrices and Trustees and their successors, shall have the following discretionary powers
applicable to all property held by them which powers shall be effective without order of any court
and shall exist until final distribution:
A. To retain any property of any nature received by them for whatever period they shall
deem advisable;
B. To invest and reinvest all or any part of said property in such stocks,bonds,common
trust funds, securities,accounts,certificates of deposit(including,but not limited to, stocks,bonds,
common trust funds,securities,accounts or certificates of deposit of the Trustees)or other property,
real or personal, as in their discretion they shall deem proper,without regard to statutes limiting the
property which a fiduciary may purchase;
C. To sell,transfer,exchange or otherwise dispose of,any part of said property,for cash
or on terms,publicly or privately,or to lease,even for a term exceeding five(5)years or the duration
of any trust herein, without liability on the purchasers or lessees to see to the application of the
proceeds, and to give options for these purchases without the obligation to repudiate them in favor
of a higher offer;
D. To execute and deliver any deeds, leases, assignments or other instruments as may
be necessary to carry out the provisions of any trust hereunder;
L.R.L.
Page 2 of 7 Pages
E. To borrow money, including the right to borrow money from any bank and to
mortgage or pledge any asset of the estate as security;
F. To assume continuance of the status of any beneficiary with regard to death,marriage,
divorce, illness, incapacity and the like in the absence of information deemed reliable without
liability for disbursements made on such assumption;
G. To pay from the trust,or the income therefrom,all debts or claims against my estate,
or any taxes or similar charges on my estate;
H. To make any distribution hereunder either in kind or in money,or partially in kind
and partially in money. Distribution in kind shall be made at the market value of the property
distributed, and my Trustees, in my Trustees' absolute discretion, may cause the share distributed
to any distributee to be composed of property similar to or different from that distributed to any other
distributee;
I. To exercise any subscription right in connection with any security held hereunder,to
consent to or participate in any recapitalization, reorganization, consolidation or merger of any
corporation, company or association, the securities of which may be held hereunder, to delegate
authority with respect thereto, to deposit investments under agreements, to pay assessments, and
generally to exercise all rights of investors;
J. To invest in endowment, insurance or annuity policies on the lives of beneficiaries
of any trust hereunder; f
K. To continue in any partnership, joint venture, joint ownership or other business
enterprise of which I am a part at the time of my death;
L. To compromise claims;
A To continue for whatever period of time as they shall deem necessary any ownership
as a tenant in common or as a partner,in real estate or other property and to act as I could have done
had I been living;
N. To lend money to my estate or to any trust created hereunder or to purchase from the
estate or from any trust created hereunder, at the market value thereof at the time of purchase, any
securities or other property tendered to them by my estate or any trust created hereunder at any time
and from time to time within a period of nine (9) months after my death;
L.R.L.
Page 3 of 7 Pages
O. In the event that any amounts are payable hereunder or under any trust created
hereunder to a minor, or to a person otherwise under legal disability,or to a person not adjudicated
to be an incapacitated person,but who,by reason of illness or mental or physical disability is,in the
opinion of fiduciary(ies)hereunder,unable to properly administer such amounts,such amounts may
be paid by the fiduciary(ies)hereunder in his,her or their sole discretion in any of the following ways
as he, she or they may deem best:
1. Directly to such beneficiary;
2. To a legally appointed guardian of such beneficiary for the benefit of such
beneficiary;
3. To a person having custody of such beneficiary for the benefit of such
beneficiary;
4. By the fiduciary(ies)hereunder using such amounts directly to the benefit of
such beneficiary.
Evidence of the application or payment of an amount in such a manner shall be a full and complete
discharge of the fiduciary(ies) hereunder to the extent of such payment or application. This
paragraph shall be applicable to payments of income as well as principal.
P. To employ agents, attorneys and proxies and to delegate to them such power as my
personal representatives and Trustees consider desirable and to pay reasonable compensation for
such services as may be rendered by such agents, attorneys and proxies;
Q. To conduct an inventory of any safe deposit box necessary to the administration of
my estate.
R. To do all other acts in their judgment necessary or desirable for the proper
management, investment and distribution of my Estate.
ITEM SIX
PROTECTIVE PROVISIONS
All income or principal held for the use and benefit of any trust hereunder shall not be in any
way or manner subject to anticipation, assignment, pledge, sale or transfer, nor shall any such
interest, while in the possession of my Trustees, be liable for or subject to the debts, contracts,
obligations, liabilities or torts of any beneficiary, or to attachments, executions or sequestrations
L.R.L.
Page 4 of 7 Pages
under process of law.
ITEM SEVEN
APPOINTMENT OF EXECUTRICES AND TRUSTEES
I nominate, constitute and appoint my I my daughters, BARBARA JO LEBO MASSAM,
DEBRA ANN LEBO and MARCIA LYNNE LEBO BAKER, or the survivor(s) of them, as
Executrices of my estate.
I nominate,constitute and appoint my daughters,BARBARA JO LEBO MASSAM,DEBRA
ANN LEBO and MARCIA LYNNE LEBO BAKER, or the survivor(s)of them,as Trustees of any
trust created hereunder.
ITEM EIGHT
WAIVER OF BOND
I direct that neither my Executrices nor my Trustees or their successors shall be required to
file any bond in any jurisdiction to secure the faithful performance of their duties, nor shall they be
required to obtain any order or approval of any court for the exercise of any power or discretion set
forth in this Will.
IN WITNESS WHEREOF I have hereunto set my hand and seal this 7th day of May,2014.
(SEAL)
L. Robert Lebo
SIGNED,SEALED,PUBLISHED AND DECLARED by the above-named Testator,as and
for his Last Will and Testament,in the presence of us,who at his request,have hereunto subscribed
our name as witnesses thereto, in the presence of the said Testator and of each other.
Page 5 of 7 Pages
COMMONWEALTH OF PENNSYLVANIA )
: SS.
COUNTY OF CUMBERLAND )
I, L. Robert Lebo, the Testator, whose name is signed to the foregoing instrument,
being first duly sworn,do hereby declare to the undersigned authority that the Testator signed
and executed the instrument as his last Will and that the Testator has signed willingly, and
that the Testator executed it as his free and voluntary act for the purposes therein expressed.
L. Robert Lebo, Testator
Subscribed, sworn to and acknowledged before me by L. Robert Lebo, the Testator,
and subscribed and sworn to before me this 7th day of May, 2014.
4ogtairyP is
COMMONWEALYH OF PENN VLV NIA
NOTARIAL SEAL
Dena S.Brumbaugh,Notary Public
Carlisle Boro,Cumberland County
My Commission Expires Feb. 48,2018
ftct"SER, PENNSYLVANIA ASSOCIATION OF NOTARIES
Page 6 of 7 Pages
COMMONWEALTH OF PENNSYLVANIA
: SS.
COUNTY OF CUMBERLAND
We, Victoria L. Otto and Dean S. Brumbaugh, the witnesses, respectively, whose
names are signed to the foregoing instrument, being first duly sworn, do hereby declare to
the undersigned authority that the Testator signed and executed the instrument as his last Will
and that the Testator has signed willingly, and that the Testator executed it as his free and
voluntary act for the purposes therein expressed, and that each of the witnesses, in the
presence and hearing of the Testator, signed the Will as a witness and that to the best of
his/her knowledge the Testator was at that time eighteen years of age or older, of sound mind
and under no constraint or undue influence.
Witnes
fitness
Subscribed,
Subscribed, sworn to and acknowledged before me by Victoria L. Otto and Dena S.
Brumbaugh, the witnesses, this 7t' day of May, 2014.
COMMONWEALTH OF-PENNSYLVANIA Notary Public 0
Notarial Seal
Melissa A. Schoily, Notary Public
Carlisle Boro, Cumberland County
My Commission Expires Ian. 19, 2018
MEMBER,PENNSYLVANIA ASSOCIATION OF NOTARIES
Page 7 of 7 Pages
OMB Approval No.2502-0265
A. Settlement Statement (HUD-1)
IB.Type of Loan
1.❑FHA 2.❑RHS 3.❑X Conv.Unins. 6.File Number: 7.Loan Number: 8.Mortgage Insurance Case Number:
CH15-01334 000094834
4.❑VA 5.❑Conv.Ins.
C.Note:This form is furnished to give you a statement of actual settlement costs.Amounts paid to and by the settlement agents are shown.Items marked
"(p.o.c)"were paid outside the closing;they are shown here for Informational purposes and are not included in the totals.
D.Name&Address of Borrower: E.Name&Address of Seller: F.Name&Address of lender:
JON E.MINNER,SANDRA L,MINNER THE ESTATE OF L ROBERT LEBO ALSO KNOWN HOMESALE MORTGAGE,LLC
4077 Caissons Court,Enola,PA 17025 AS LESLIE ROBERT LEBO 215 South Centerville Road,Lancaster,PA
C/O Manson Law Office,1OE.High Street,Carlisle,PA 17603
17013
G.Property Location: H.Settlement Agent: I.Settlement Date:011121/2015
58 ROUND RIDGE ROAD,UPPER ALLEN Homesale Settlement Services Disbursement Date:01/21/2015
TOWNSHIP 4000 Crums Mill Road,Suite 101,Harrisburg,PA 17112
MECHANICSBURG,PA 17055
Upper Allen Township Phone:717.671-9876 Fax:717-671-9676
Place of Settlement: TitleExpress
BHHS HomeSale Servioes,3435 Market Street,Camp Hill, Printed 01121/2015 at 11:05 am
PA 17011 by SH
11 Summary of Borrower's Transaction K.Summary of Seller's Transaction
100, Gross Amount Due from Borrower 400. Gross Amount Due to Seller
101. Contract sales price 184,900.00 401. Contract sales price 184,900.00
102. Personal property 402. Personal properly
103. Settlement charges to borrower(line 1400) 7,285.00 403.
104. 404.
105. 405.
Adjustments for items paid by seller in advance Adjustments for items paid by seller in advance
106. City/town taxes to 406. City/town taxes to
107. County taxes to 407. County taxes to
108. School taxes 01/2112015 to 06/30/2015 888.71 408. School taxes 0112112015 to 0613012015 888.71
109. Sewer 01/21/2015 to 03/3112015 87.11 409, Sewer 0112112015 to 03131/2015 87.11
110. 410.
111. 411.
112. 412.
120• Gross Amount Due from Borrower 193,160.82 420. Gross Amount Due to Seller 185,875.82
200. Amounts Paid by or in Behalf of Borrower 500. Reductions In Amount Due to Seller
201. Deposit or earnest money 2,000.00 501. Excess deposit(see instructions)
202. Principal amount of new loan(s) 147,920.00 502. Settlement charges to seller(line 1400) 14,474.82
203. Existing loos taken subject to 503. Existing loos taken subject to
204. 504. Payoff of first mortgage loan
205. 505. Payoff of second mortgage loan
206. 506.
207. 507.
208. Seller Assist 2,025.00 508. Seller Assist 2,025.00
209. 509.
Adjustments for Items unpaid by seller Adjustments for items unpaid by seller
210. City/town taxes to 510. City/town taxes to
211. County taxes 01/01/2015 to 01/21/2015 39.12 511. County taxes 01101/2015 to 01121/2015 39.12
212. School taxes to 512. School taxes to
213. Annual Dues 0110112015 to 01/2112015 3.56 513. Annual Dues 0110112015 to 01121/2015 3.56
214. 514.
215. 515.
216. 516.
217. 517.
218. 518.
219. 519.
220• Total Paid by/for Borrower 151,987.68 520. Total Reduction Amount Due Seller 16,542.50
300. Cash at Settlement fromlto Borrower 600. Cash at Settlement tolfrom Seller
301. Gross amount due from borrower(line 120) 193,160.82 601. Gross amount due to seller(line 420) 185,875.82
302. Less amounts paid by/for borrower(line 220) 151,987.68 602. Less reductions in amount due seller(line 520) 16,542.50
303. Cash ❑X From ❑ To Borrower 41,173.14 603. Cash ❑X To ❑ From Seller 169,333.32
e u epa p u en or W a i es per,mponse r e nlp,rcv,emiry,a ,apo p a ea. is a0enry mey na w e YY
Ials loon,unless it olsplsysaw^aptly vatlC OMfs oonlrel numeer.Na eanfkml181lly is essureo:lals elsUosure is maMalory.Ttlsls Eeslpne0lo pmvipe tae penlea loo RESPA covere0 irensatlion.11h lnfam
rimalion OUMp Ne
settlement preass
Previous editions are obsolete Page 1 of 4 HUD-1
SC-11-0d 41C4ry
L.Settlement Charges
700. Total Real Estate Broker Fees $10,972.50 Paid From Paid From
Division of commission line 700 as follows: Borrower's Seller's
701• $5,486.25 to COLDWELL BANKER RESIDENTIAL Funds at Funds at
702• $5,486.25 to Berkshire Hathaway HomeServices Settlement Settlement
703. Commission paid at settlement 10,972.50
704. Buyer Broker Flat Fee to Berkshire Hathaway HomeServices 225.00
800. Items Payable in Connection with Loan
801. Our origination charge (Includes Origination Point 0.000%or$0.00) $845.00 (from GFE#1)
802. Your credit or charge(points)for the specific interest rate chosen $ (from GFE#2)
803. Your adjusted origination charges (from GFE A) 845.00
804. Appraisal fee to HSM fbo GRU Appraisal As $400.00 P.O.C.B"(from GFE#3) -25.00
805. Credit report to HSM fbo Equifax $60.00 P.O.C.B'(from GFE#3) -26.10
806. Tax service to from GFE#3
807. Flood certification to HSM Ito CoreLo is (from GFE#3) 12.50
808. to
900. Items Required by Lender to be Paid in Advance
901. Daily interest charges from from 01/21/2015 to 02/01/2015 @$16.9500/day (from GFE#10) 186.45
902. Mortgage insurance premium months to from GFE#3
903. Homeowner's insurance for 1 years to State Farm Insurance (from GFE#11) 546.00
904. months to from GFE#11
1000. Reserves Deposited with Lender
1001. Initial deposit for your escrow account (from GFE#9) 1,637.15
1002.Homeowner's insurance 4 months@$ 45.50/month $182.00
1003. Mortgage insurance months $ /month
1004. Property taxes months @$ /month
1005.County taxes 13 months @$ 59.50/month $773.50
1006.School Taxes 9 months 0$ 167.90/month $1,511.10
1007.Aggregate Adjustment $-829.45
1100.Title Charges
1101.Title services and lender's title insurance $ from GFE#4 1,583.00
1102.Settlement or closing fee to $
1103.Owner's title insurance-Old Republic Title Insurance Company $ from GFE#5 185.00
1104.Lender's title insurance-Old Republic Title Insurance Company $1,465.00
1105. Lender's title policy limit$147,920.00 Lender's Policy
1106.Owner's title policy limit$184,900.00 Owner's Policy
1107.Agent's portion of the total title insurance premium $1,357.25
to Homesale Settlement Services
1108.Underwriter's portion of the total title insurance premium $292.75
to Old Republic Title Insurance Company
1109.
1200.Government Recording and Transfer Charges
1201.Government recording charges $ (from GFE#7) 202.00
1202 Deed$89.00 Mortgage$113.00 Release$
1203.Transfer taxes $ (from GFE#8) 1,849.00
1204.City/County tax/stamps Deed$1,849.00 Mortgage$
1205.State Tax/stamps Deed$1,849.00 Mortgage$ 1,849.00
1206. Deed$ Mortgage$
1300.Additional Settlement Charges
1301.Required services that you can shop for .(from GFE#6)
1302. to
1303. to
1304.Tax Certification to Homesale Settlement Services 15.00
1305.Resale Cert to Barry F.Gulden,Treasurer BHOA 50.00
1306.2015 HOA Dues to Barry F.Gulden,Treasurer BHOA 65.00
1307.Home Warranty to American Home Shield 514.32
1308.Sewer 10/1/14 to 3/31/15 to Upper Allen Sewer Authority 224.00
1309. Radon Mitigation to American Radon Solutions 850.60
r rMMMIF MX-TIMMUROMMItr 7,285.00 14,474.82
"Paid outside of closing by(B)orrower,(S)eller,(L)ender,(I)nvestor,Bro(K)er."Credit by lender shown on page 1."'Credit by seller shown on page 1.
Previous editions are obsolete Page 2 of 4 HUD-1
Comparison of Good Faith Estimate GF and HUD-11 Charges Good Faith Estimate HUM
Charges That Cannot Increase HUD-1 Line Number
Our origination charge # 801 845.00 845.00
Your credit or charge(points)for the specific interest rate chosen # 802 0.00 0.00
Your adjusted origination charges # 803 845.00 845.00
Transfer taxes # 1203 1,849.00 1,849.00
Charges That in Total Cannot Increase More Than 10% Good Faith Estimate HUM
Government recording charges # 1201 250.00 202.00
Appraisal fee # 804 400.00 375.00
Credit report # 805 60.00 33.90
Flood certification # 807 12.50 12.50
Title services and lender's title insurance # 1101 1,907.45 1,583.00
Owners title insurance-Old Republic Title Insurance Company # 1103 200.001 185.00
2,829.951 2,391.40
$ 438.55 or -15.4967%
Charges That Can Chane Good Faith Estimate HUD-11
Initial deposit for your escrow account # 1001 2,404.75 1,637.15
Daily interest charges from # 901 $16.9500/da - 152.55 186.45
Homeowners insurance # 903 700.00 546.00
#
#
#
Loan Terms
Your initial loan amount is $147,920.00
Your loan term is 30.years
Your initial interest rate is 4.1250%
Your initial monthly amount owed for principal,interest,and any mortgage $716.89 includes
insuranceis X❑Principal
AI interest
❑Mortgage insurance
Can your interest rate rise? ❑X No. ❑Yes,it can rise to a maximum of %. The first change
will be on I / and can change again every years after / I . Every
change date,your interest rate can increase or decrease by %. Over the life of
the loan,your interest rate is guaranteed to never be lower than %or higher
than %.
Even if you make payments on time,can your loan balance rise? X❑No. ❑Yes,it can rise to a maximum of$
Even if you make payments on time,can your monthly amount owed for X❑No. [:]Yes,the first increase can be on I I and the monthly
principal,interest,and mortgage insurance rise? amount owed can rise to$
The maximum it can ever rise to is$
Does your loan have a prepayment penalty? X❑No. ❑Yes,your maximum prepayment penalty is$
Does your loan have a balloon payment? X❑No. ❑Yes,you have a balloon payment of$ due in
years on / I .
Total monthly amount owed including escrow account payments ❑You do not have a monthly escrow payment for items,such as property taxes
and homeowners insurance. You must pay these items directly yourself.
X❑You have an additional monthly escrow payment of$272.90
that results in a total initial monthly amount owed of$989.79. This includes
principal,interest,any mortgage insurance and any items checked below:
91 Property taxes ❑X Homeowners insurance
❑Flood insurance ❑
❑ ❑
Note: If you have any questions about the Settlement Charges and Loan Terms listed on this form,please contact your lender.
Previous editions are obsolete Page 3 of 4 HUD-1
Signature Page
HUD CERTIFICATION OF BUYER AND SELLER
I have carefully reviewed the HUD-1 Settlement Statement and to the best of my knowledge and belief,it is a true and accurate statement of all receipts and
disbursements made on my account or by me in this transaction.I further certify that I have received a copy of the HUD-1 Settlement Statement.
J E.MINNER
SANDRA L.MINNER
THE ESTATE OF L ROBERT LEBO ALSO KNOWN AS LESLIE
ROBERT LEBO
i Settlement Agent
The HUD-1 Settlement Statement which I have prepared is a true and accurate account of this transaction.I have caused or will cause the funds to be
disbursed in accordance with this statement.
"—A— L4&:s
SETTLEMENT SETTLEMENT AGENT DATE
WARNING:IT IS A CRIME TO KNOWINGLY MAKE FALSE STATEMENTS TO THE UNITED STATES ON THIS OR ANY SIMILAR FORM.PENALTIES UPON
CONVICTION CAN INCLUDE A FINE AND IMPRISONMENT.FOR DETAILS SEE TITLE 18:U.S.CODE SECTION 1001 AND SECTION 1010.
Previous editions are obsolete Page 4 of 4 HUD-1
Estate Valuation
Date of Death: 09/21/2014 Estate of: L. Robert Lebo Estate
Valuation Date: 09/21/2014 Account: 9340.2
Processing Date: 10/20/2014 Report Type: Date of Death
Number of Securities: 9
File ID: 9340.2.LEB0
Shares Security Mean and/or Div and Int Security
or Par Description High/Ask Low/Bid Adjustments Accruals Value
1) 2492.522 SIT NEW BEGINNING TX FR INC FD (829799105; SNTIX)
COM
Mutual Fund (as quoted by NASDAQ)
09/19/2014 9.48000 Mkt
9.480000 23,629.11
Daily Div. Accrual as of 09/21/2014 47.25
2) 2018 FT (30282A103)
UT4304DPV10DV9CM
Miscellaneous
09/19/2014 11.95000 11.59000 A/B
09/22/2014 11.78000 11.42000 A/B
11.685000 23,580.33
Int: 0.0331 Ex: 09/08/2014 Rec: 09/10/2014 Pay: 09/25/2014 66.80
3) 2491 FT (30282E493)
UT4394STRINC49CM
Miscellaneous
09/19/2014 9.94000 9.60000 A/B
09/22/2014 9.88000 9.54000 A/B
9.740000 24,262.34
Int: 0.0608 Ex: 09/08/2014 Rec: 09/10/2014 Pay: 09/25/2014 151.45
4) 2402 FT (30282F201)
UT4376INVTGR45CM
Miscellaneous
09/19/2014 10.02000 9.72000 A/B
09/22/2014 9.98000 9.68000 A/B
9.850000 23,659.70
Int: 0.0548 Ex: 09/08/2014 Rec: 09/10/2014 Pay: 09/25/2014 131.63
5) 3077 FT (30282F359)
UT4384BALINC40CM
Miscellaneous
09/19/2014 11.17000 10.84000 A/B
09/22/2014 11.13000 10.80000 A/B
10.985000 33,800.85
Int: 0.0481 Ex: 09/08/2014 Rec: 09/10/2014 Pay: 09/25/2014 148.00
6) 2173 FT (30282M354)
UT4464HGDIEQA9CM
Miscellaneous
09/19/2014 10.16000 9.81000 A/B
09/22/2014 10.07000 9.72000 A/B
9.940000 21,599.62
Int: 0.0431 Ex: 09/08/2014 Rec: 09/10/2014 Pay: 09/25/2014 93.66
Prin: 0.0275 Ex: 09/08/2014 Rec: 09/10/2014 Pay: 09/25/2014 59.76
7) 2160 FT (30282N253)
UT4501GBEQIN32CM
Miscellaneous
09/19/2014 10.37000 10.01000 A/B
09/22/2014 10.23000 9.88000 A/B
10.122500 21,864.60
Int: 0.0601 Ex: 09/08/2014 Rec: 09/10/2014 Pay: 09/25/2014 129.82
8) 3327.522 OPPENHEIMER MULTI ST MUNICIPAL (683940704; OPACX)
ROCH PA MUN CL C
Mutual Fund (as quoted by NASDAQ)
09/19/2014 10.69000 Mkt
10.690000 35,571.21
Daily Div. Accrual as of 09/21/2014 136.43
9) 2650.333 STEELPATH MLP FDS TR (MLPGX)
OPPNH STLPTH ALP
Mutual Fund values reported to NASDAQ
09/19/2014 13.55000 Mkt
13.550000 35,912.01
Page 1
This report was produced with Estateval, a product of Estate Valuations & Pricing Systems, Inc. If you have questions,
please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.4.0)
Date of Death: 09/21/2014 Estate of: L. Robert Lebo Estate
Valuation Date: 09/21/2014 Account: 9340.2
Processing Date: 10/20/2014 Report Type: Date of Death
Number of Securities: 9
File ID: 9340.2.LEB0
Total Value: $243,939.53
Total Accrual: $905.04
Total: $244,844.57
Page 2
This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions,
please contact EVP Systems at (818) 313-6300 or www,evpsys.com. (Revision 7.4.0)
Estate Valuation
Date of Death: oo/zz/zom Estate of: L. nouort Lebo Estate
valuoumu Date: 09/21/2014 nocouut: 9340.2
Processing Date: uuon/nzs Report Type: Date of Death
Number of Securities: z
File ID: 9340.1.e,n.raoouazu
ouazea Security Mean aou/nc Div and Int Security
or par Description niqWnok Low/Bid Adjustments Accruals Value
z> 2226.344 mwonxuo ex TAX FREE ro (92204Lz04/ vpnrx)
LONG rAxoo zmv
Mutual roou (as quoted by NASDAQ)
oe/zy/zoz« 11.59000 mkt
11.590000 ru'ou».zs
Daily div. accrual as of 09/21/2014 53.93
Total Value: $ux'pos.ss
Total Accrual: $53.93
Total: $25,857.26
Page 1
This report was ncouuoeu with o,tteVaz of Estate valuations a Pricing Systems, Inc. If you have queotimoa,
please contact onp Systems at (oza) 313-6300 or vvx.evpavo.cmn. (Revision o.o.x)
�
` �
.�^� �� . /0
Inventory Report
Active Inventory
Print Date: 11/18/2014
Bonds: File P icinq Date: 09/2014
Issue Next Interest Final Maturity
No. Series Denom Serial Number Date Price Interest Value Rate Yield Date Date Note
1 EE $200 R138073968 12/1996 $100.00 $101.12 $201.12 1.34% 4.03% 12/2014 12/2026
2 EE 100 C332797468 12/1991 50.00 104.08 154.08 4.00% 5.07% 12/2014 12/2021
3 EE 50 L49603608 06/1992 25.00 50.52 75.521 4.00% 5.09% 12/2014 06/2022
Inventor Totals:
Bonds Price Interest Value
3 $175.001 $255.721 $430.72
U-)
4
A _
1
• Cl-bond was Cashed In • EX-bond was EXchanged for an HH bond
• MA-bond is MAtured and not earning interest • NE-bond is Not yet Eligible for payment • NI -bond has Not yet been Issued
• P5-bond is a Series I or EE,was issued in or after May 1997 and includes a 3-month-interest Penalty until the bond is 5 years old
• * bond is a Series I or EE,was issued in or after January 1990 and may be tax exempt if used for post-secondary education
• () bond was Cashed In or EXchanged for an HH bond, but is being priced on a date prior to the cashed or exchanged date
F:\FILES\Clients\15281 Kunkel Estate\9340.2.savings.bond.value.sbw Page 1 of 1
t .
-Y
MEMBERS 1St
FEDERAL CREDIT UNION
INVESTMENT SAVINGS ACCOUNT:
Account Number/Suffix 226300-05
Date Account Established 01/28/2003
Principal Balance at Date of Death $10,355.62
Accrued Interest to Date of Death $0.57 J `S Po
Total Principal and Accrued Interest $10,355.19
Name of Joint Owner Carolyn M Lebo
Date Joint Added 02/05/2013
CHECKING ACCOUNT:
Account Number/Suffix 226300-11
Date Account Established 01/28/2003
Principal Balance at Date of Death $1,276.69 w
Accrued Interest to Date of Death $0.47
Total Principal and Accrued Interest $1,276.16
Name of Joint Owner Carolyn M Lebo
Date Joint Added 02/05/2013
CERTIFICATE OF DEPOSIT: Z
Account Number/Suffix 226300-41
Date Account Established 01/26/2011 r
Principal Balance at Date of Death $50,000.00
Accrued Interest to Date of Death $12.33
Total Principal and Accrued Interest $50,012.33
Name of Joint Owner None
MEMBERS 1SST/FEDERAL CREDIT UNION
Tessa L Klugh
Lending Insurance Support Specialist
October 3, 2014
Estate of: L ROBERT LEBO
Date of Death: 09/2112014
Social Security Number:
5000 Louise Drive - P.O.Box 40 - Mechanicsburg,Pennsylvania 17055 - (800) 283-2328 - www.memberslst.org
-SC L L Le, 4,, re- y