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Home My WebLink About01-0915 Estate of Elmer W. Leedy also known as PETITION FOR PROBATE and GRANT OF LETTERS ~'-OJ -iilS No. To: Register of Wills for the Deceased. County of Cumberland in the Social Security No. 186-05-7979' Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who~are 18 years of age or older an the execut ors in the last will of the above decedent, dated Dc tober 13, and codicil(s) dated none named ,19~ (state relevant circumstances, e.g. renunciation, ath of executor, etc.) Decendent was domiciled at death in Cumberland County, Pennsylvania, with h is last family or principal residence at 129 Walnut Bottom Road, Shippensburg, Shippensburg Township (list street, number and muncipality) Decendent, then 91 years of age, died September 5 ,~ 2001 , at 129 Walnut Bottom Road, Shippensburg. PA 17257 Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: none Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: $ 283,000.00 $ $ $ WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary theron. (testamentary; administration c.I.a.; administration d.b.n.c.t.a.) '" ., u C ., ~3 ., ~ "," C -00 C";: CU.= 3~ ., "- 50 ;;; C Oil Vi ~~dr~ ~rtha L. ThO~~ ( ~j~' hloe M. - un~ ~ht.~ 615 Britton Road Shippensburg. PA 17257 201 West Springville Road Boiling Springs, PA 17007 5307 Cumberland Highway Chambersburg, PA 17201 OATH OF PERSONAL REPRESENTATIVE COMMONWE. ALTH OF PENNSYLVANIA 1- ss COUNTY OF CUMBERLAND J 17-// -It! The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. " ~ Yr~~ OQ m &6k....~ -t. _ ~ b ~ ~ ~ ~ affirmed and 4th 'l\ -B~ ~ () Il/u J X.~h~Jf' No. 21-2001-915 Estate of Elmer W. Leedy , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW October 5th ~2001 , in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, lT IS DECREED that the instrument(s) dated October 13, 1998 described therein be admitted to probate and filed of record as the last will of Elmer W. Leedy and Letters Testamentary are hereby granted to Bertha L. Thompson, Chloe M. Duncan, _ and ~enneth B. Leedy FEES Probate, Letters, Etc. ......... $ 270.00 Short Certificates( 3) . . . . . . . . .. $ 9.00 Renunciation ................ $ x-Pages (3) $ 9.00 JCP TOTAL _) 5.00 Filed 09:tQoer. .5th,200l. . . .. . ;?!.-!? q Jerry A. Weigle, Esquire #01624 ATTORNEY (Sup. Ct. I.D. No.) WEIGLE, PERKINS & ASSOCIATES 126 East King Street ADDRESS Shippensburg, PA 17257 (717) 532-7388 PHONE PUT LETTERS IN ATIDRNEY WEIGLE FILE . . . . LAST WILL AND TESTAMENT I, ELMER W. LEEDY, of 714 Marden Avenue, Borough of Shippensburg, Franklin County, Pennsylvania, being of sound mind, memory and disposition, do hereby make, publish and declare this my Last Will and Testament, hereby revoking and making void all wills by me at any time heretofore made. FIRST. I order and direct the payment of all my legally enforceable debts and funeral expenses as soon as may be convenient after my decease. SECOND. I give, devise and bequeath all my estate, real, personal and mixed, whatsoever and wheresoever situate, to my beloved wife, Ada B. Leedy. THIRD. In the event my said wife, Ada B. Leedy, should predecease me or is not living on the sixtieth (60th) day following my death, I then give, devise and bequeath my said estate as follows: A. I give and bequeath the Grandfather's clock located in my home, including any insurance thereon, to my son, KENNETH B. LEEDY, absolutely. B. I direct that all of the rest and residue of my estate, real, personal and mixed, whatsoever and wheresoever situate be sold as soon as may be convenient and prudent in the sole discretion of my hereinafter named Executrix (Co-Executors) at either public or private sale( s) and that the net proceeds of sale be distributed as follows: 1. Fifty (50%) Percent of the net proceeds of the sale to my daughter, BERTHA L. THOMPSON, of 615 Britton Road, Shippensburg, Pennsylvania, on a per stirpes distribution basis. 2. Thirty (30%) Percent of the net proceeds of sale to my daughter, CHLOE M. DUNCAN, of 1601 Ridge Road, York Springs, Pennsylvania, on a per stirpes distribution basis. 3. Twenty (20%) Percent of the net proceeds of sale to my son, KENNETH B. LEEDY, of 5307 Cumberland Highway, Chambersburg, Pennsylvania, on a per stirpes distribution basis. FOURTH. I nominate, constitute and appoint my wife, Ada B. Leedy, to be the Executrix of this my Last Will and Testament; if she be unable to fulfill the duties of Executrix, I then nominate, constitute and appoint Bertha L. Thompson, Chloe M. Duncan and Kenneth B. Leedy, or the survivors thereof, to be the Co-Executors of this my Last Will and Testament. e~~~ (SEAL) MARK. WEIGLE AND PERKINS - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257-1397 !I I I , FIFTH. I direct that my personal representatives shall not be required to give bond for the faithful performance of their duties in any jurisdiction. SIXTH. I hereby direct that all federal, state and other death taxes payable because of my death, with respect to the property forming my gross estate for tax purposes, whether or not passing under this Will, including any interest or penalty imposed in connection with such taxes, shall be considered a part of the expense of administration of my estate and that such be paid out of the rest and residue of my estate. IN WITNESS WHEREOF, I, Elmer W. Leedy, have hereunto set my hand and seal to this my ~ill and Testament, written on two pages, the first page signed fOT identification only, this ~Jayof ~ ,1998. '{if ~ (SEAL) This instrument was by the Testator, on the date hereof, signed, published and declared by him to be his Last Will and Testament, in our presence, who at his request and in the presence of each other, we believing him to be of sound and disposing mind and memory, have here~nto subscribed our names as witnesses. G/-. ~- 4: c:r-~ MARK. WEIGLE AND PERKINS _ ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257-1397 . - COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND I, Elmer W. Leedy, the person whose name is signed to the foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. 1v-~ Sworn or affirmed to and acknowledged before me by Elmer W-k~dr, t.he Testator this jjlJ/'dayof {JCfclY/U ' 1998. cfw (/z/Jfld MARK, WEIGLE AND PERKINS - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257-1397 COMMONWEALTH OF PENNSYLVANIA SS. d G~ r</. ~~ -' , the witnesses whose names are signed the foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Elmer W. Leedy, the Testator, sign and execute the instrument as his Last Will~ that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed~ that each of us in the hearing and sight of the Testator, signed the will as witnesses~ and that to the best of our knowledge the Testator was at the time eighteen (18) or more years of age and of sound mind and under no constraint or undue influence. cJ\ r c~~ ~~ Sworn or affi before me by and c;, witnesses, this , 1998. MARK, WEIGLE AND PERKINS _ ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257-1397 " IN RE: ESTATE OF ELMER W. LEEDY, late of the Township of Shippensburg, Cumberland County, Pennsylvania, deceased IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE NUMBER 21-01-0915 CERTIFICATION OF NOTICE UNDER RULE 5.6 (a) Name of Decedent: Elmer W. Leedy Date of Death: September 5, 2001 Will No. 21-01-0915 To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above- captioned estate on October 15, 2001: Bertha L. Thompson 615 Britton Road Shippensburg, P A 17257 Chloe M. Duncan Kenneth B. Leedy 201 West Springville Road 5307 Cumberland Highway Boiling Springs, P A 17007 Chambersburg, P A 17201 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except NONE. Signature q /1 ,/ / , i / i October 15,2001 Name: ~';erry A. W~igle, Esquire v Address: Weigle, Perkins & Associates 126 East King Street Shippensburg, PA 17257 Telephone: (717) 532-7388 Capacity: Personal Representative X Counsel for Personal Representative WEIGLE, PERKINS & ASSOCIATES - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257-1397 l"~ ....);~~__. I' .) I:;>~t"l-'~, ..,:-i: <~l'I ".. [gC) ~ 'j r-.;, v ",<.. ; ;:r~ j 'f .) J: ' .., . .: 4.'J \ ';;"1 ) j-2_~o '" ...--" V '< ~, .,--~:,,~-~. 3 t 0 ~ c\ ~ \'.. ,~J . . <~/, \:;> ,. , ~ ~ ~ U t"- o ~ en ....... en ~ ~ t!. ~",f;!i ~,...;jcnt"- ""':'J .... ~... en ~ ,~ ~ z ~ "" ~ ~~'i;!f! ~ '" = s~~ liIol....lC= 1'\ -( N ~ - ... Q, ~ .S- ~ r;] \J ..... ~ - - - - - >.. -1-1 Q ;::l - 0 : u - '0 Q co - r-j ~ - Q) - ..0 !3 - ;::l U M - ...... .. 0 CJl r--... - r-j ...... r-j - "M ~ = < - '-H P-< - 0 Q) CJl .. - ~ ;::l Q) Q) 0 r-j -1-1 ..c: CJl CJl -1-1 'M 'M ~ r-j 00 ;::l ~ Q) 0 co Pi:: u U ('I 0 ... 0 (") ,'I"} -t' (") ... 0 1'" ... ',Pi ipqU"l'-) .'.:c....,......,. n ...... ).fJ~l~.l (l: lL\i 9- 310 10. !!M )0 J&, 'WOo-pap. +J ~6 ~ w. L-=? :2 ( -CJ I - 0 ~ / S- fA ~ '~?<- rl~ rd-- JI/O/OOOr(JO WEIGLE, PERKINS & ASSOCIATES Attorneys at Law 126 East King Street Shippensburg, P A 17257 IV) .<:( .-- +",+" ()... .-- ",,) :::.r: I \0 I c..J c:::l jj ',.,) ..a (",) .-- ,;; s:: U> p ,;j) = a: <5u "- ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT WEIGLE PERKINS & ASSOC. 126 E KING STREET SHIPPENSBURG, PA 17257 ______n fold ESTATE INFORMATION: SSN: 186-05-7979 FILE NUMBER: 21-2001- 0915 DECEDENT NAME: LEEDY ELMER W DA TE OF PAYMENT: 12/06/2001 POSTMARK DATE: 12/05/2001 COUNTY: CUMBERLAND DATE OF DEATH: 09/05/2001 NO. CD 000607 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $10,000.00 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: BERTHA THOMPSON C/O WEIGLE PERKINS & ASSOC. CHECK# 99 SEAL INITIALS: PB RECEIVED BY: REGISTER OF WILLS $10,000.00 MARY C. LEWIS REGISTER OF WILLS ,. C/~ REV-1500 EX + (6-00) OFFICIAL USE ONLY COMMONWEALTH OF PENNSYLVANIA REV-1500 /7- I I .. 1-+ DEPARTMENT OF REVENUE DEPT. 280601 INHERITANCE TAX RETURN FILE NUMBER HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 21 2001 0915 COUNTY CODE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER leedy, Elmer w. 186-05-7979 DECE- DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE DENT 09/05/01 12/20/1909 WITH THE REGISTER OF WILLS (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER 8 3. Remainder Return CHECK r Original Return W Supplemental Return (date of death prior to 12-13-82) APPRO- 4. Limited Estate 4a. Future Interest Compromise 5. Federal Estate Tax Return Required (date of death after 12-12-82) PRIATE 6. Decedent Died Testate 7. Decedent Maintained a living Trust 0 8. Total Number of Safe Deposit Boxes (Attach copy of Will) (Attach a copy of Trust) BLOCKS 9. Litigation Proceeds Received 10. Spousal Poverty Credit (date of death between 0 11. Election to tax under Sec. 9113(A) 12-31-91 and 1-1-95) (Attach Sch 0) mm;~N:MQ$.jjjftPQMPiJUjm'At.WPQRfl~..j:e.QijfiP.imllitWjX:tjfQRMAtfQij:$.ijQijti.1n~"Rjmp:t<<\m NAME COMPLETE MAILING ADDRESS COR- Jerry A. Weiqle, Esquire 126 East King Street RE- FIRM NAME (If Applicable) Shippensburg , PA 17257 SPON DENT Weiqle & Associates, P.c. TELEPHONE NUMBER (717) 532-7388 .......... -.".1" .. c9FFICIAL U$~ ONLY 1. Real Estate (Schedule A) (1) Noo.e Nohe r,,: 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) None 4. Mortgages & Notes Receivable (Schedule D) (4) None Cash, Bank Deposits & Miscellaneous Personal I 5. ....... Property (Schedule E) (5) 294,651.75 6. Jointly Owned Property (Schedule F) 0 Separate Billing Requested (6) None RECA- PITULA- 7. Inter-Vivos Transfers & Miscellaneous TION Non-Probate Property (Schedule G or L) (7) None 8. Total Gross Assets (total Lines 1-7) (8) 294,651. 75 9. Funeral Expenses & Administrative Costs (Schedule H)(9) 30,656.31 10. Debts of Decedent, Mortgage liabilities, & liens (Schedule I) (10) 4,646.89 11. Total Deductions (total Lines 9 & 10) (11 ) 35,303.20 12. Net Value of Estate (Line 8 minus Line 11) (12) 259,348.55 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax (13) None has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 259,348.55 SEE INSTRUCTIONS ON PAGE 2 FOR APPLICABLE RATES 15. Amount of line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0 (15) - TAX 16. Amount of line 14 taxable at lineal rate 259,348.55 X .0 45 (16) 11,670.68 - COMPU- 17. Amount of line 14 taxabie at sibling rate 0.00 X .12 (17) 0.00 TATION 18. Amount of Line 14 taxable at collateral rate 0.00 X .15 (18) 0.00 19. Tax Due (19) 11,670.68 20. 0 IqH~CKH~IUl:IFVQUAft~:R~Qj~$tlmb(:Raw"P:P#ANQ~R~AYl\tnsiftl .... ...............,';;;is.'SeSURETOAiliSWERAltOUestio.iliSGNiP:'Ati'ie'2:AilittaEbHECKMAtBj~::: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .......................,.. :.;.;.;.:.;.:.:.:.;.;.:.;.;.;.:.:-:.;.:.:.:.:.:.:.:. . . . . . . . . . . . . . . . . . . . . . . . . . . ;.:.:.:.:.:.:.:.:.:::::::::::::::::::::;:::::.:.:.:. :::::::;:;:;:;:;:;:;:;:;:;:;:;:;:;:;:;:;:;:;::::::::::::.:.:.:. o PA15001 NTF 29755 Copyright 2000 Greatland/Nelco LP - Forms Software Only Estate of: Elmer W. Leedy SUJMARY OF ALLOCATIONS 'ill BENEFICIARIES Taxable at lineal rate Bertha L. 'I'harpson Chloe M. Duncan Kenneth B. Leedy 129,674.28 77,804.57 51,869.70 259,348.55 21-2001-0915 PA REV-1500 EX (6-00) d C Page 2 Dece ent's omDlete dress: STREET ADDRESS 129 Walnut Bottom Road CITY I STATE TZIP Shi 11Yq PA 17257 Ad Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) 11,670.68 10,000.00 526.30 Total Credits (A + B + C) (2) 10,526.30 3. Interest/Penalty if applicable D. Interest E. Penalty (3) 0.00 (4) (5) 1,144.38 (SA) 0.00 (5B) 1,144.38 Total Interest/Penalty (D + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 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. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. '.<<.:<" .......<<:~:~~;:E~~9k ~~y~~I.~::~?: REGISTE.~9~~.~~~S, AGENT .... ...... .. ..... ............................. .......................:.:.:.:.;.:.:.: 1 . Did decedent make a transfer and: 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; ................. c. retain a reversionary interest; or. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . d. receive the promise for life of either payments, benefits or care? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2. If death occurred after December 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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 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 information of which re arer has an knowled e. SIGNATURE OF PERSO~SPONSIBLE FOR FILlN ETURN DAT: , -Y:-~ ADDRESS e Schedule attached SIG ATURE OF PARE THE Yes No ~ I 8 ~ eg -1..(-01...... RESENTATIVE , PA 17257 ...................................................'............................................................. ..................................................................... ................... .....................:.:-:-:.:.:.:.::::..::::::::;:::;::::::::::::::::::: .:.:.:::::::::::::::::;:::;:;:::::::::::;:;:;:;:;::::::::;:: ..................... on "f'~ r'e' Ja~.~.~i:y. ~1 ;"1'9'95:' ih'~' tax .rit~..i.n;p.~.~e (f~'n' t'h'e' ~'~rvai'~~' ort~~~.~f~r.~..to ..~.~..f~/t.h..~..~~e .~.rth'~.;~.~i.~i~.g..~p~~~.~..i.~..3%......... .. [72 P.S. Ii 9116 (a)(1.1)(i)). For dates of death on or after January 1, 1995, 1he tax rate is imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. Ii 9116 (a) (1.1) (ii)]. The statute does not Axempt 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 Juiy 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one 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% [72 P.S. 99116(a)(1.2)]. The tax rate imposed on th e net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72.P.S. Ii 9116(1.2) [72 P.S. Ii 9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's si blings is 120/0 (72 P.S. 9 9116(a)(1.3}). A sibling is defined, under Section 9102, as an in dividual who has at least one parent in common with the decedent, whether by blood or adoption. o PA15002 NTF 29756 Copyright 2000 Greatland/Nelco LP - Forms Software Only Estate of: Elmer W. Leedy 21-2001-0915 'I'he following person (s) are signing the retmn as representative (s) of the estate: Bertha L. Thanpson 615 Britton Road Shippensburg, PA 17257 Chloe M. Duncan 201 West Springville Road Boiling Springs, PA 17007 Kermeth B. Leedy 5307 Cumberland Highway Chambersburg, PA 17201 REV-1508 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Elmer W. Leedy SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER 21-2001-0915 Include proceeds of litigation & date proceeds were received by the estate. All prop. Jointly-owned with rIght of survlvorshlc must be disclosed on Sch. F. ITEM NO. DESCRIPTION VALUE AT DATE OF DEATH 1 Orrstown Bank Checking Account #103001538 13,570.74 Interest on a1:ove item accrued as of decedent's death 8.04 2 Orrstown Bank Burial Fund Account #5030064360 5,545.71 Interest on a1:ove item accrued as of decedent's death 11.05 3 Orrstown Bank Investment Account #50000112016 269,946.93 Interest on above item accrued as of decedent's death 2,768.62 4 Senior Care Operators of Shippensburg - refund 09/25/01 2,304.95 5 Peoples Benefit Services, Inc. - prescription refund 11/30/01 14.71 6 The Travelers - September pension benefit 09/28/01 239.00 7 Whips Cove Burial Association - death benefit 12/05/01 242.00 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 294,651. 75 7 CPA81 NTF 10908 Copyright Forms Software Only, 1997 Nelco. Inc. REV-1511 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Elmer W. Leedy SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER 21-2001-0915 Debts of decedent must be reported on Schedule I. ITEM NO. DESCRIPTION A. FUNERAL EXPENSES: AMOUNT 1 Fogelsanger-Bricker Funeral Home 5,556.76 2 Crider Meats, Inc. - funeral reception 71.39 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) See Schedule attached Social Security Number(s)/EIN No. of Personal Representative(s) Street Address City State Zip 11,839.56 Year(s) Commission Paid: 2. 3. Attorney Fees Name : Weigle & Associates, P . c. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 12,589.55 0.00 4. Probate Fees 296.00 5. Accountant's Fees 0.00 6. Tax Return Preparer's Fees 0.00 See Schedule attached Total from continuation page (s) 303.05 TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 30,656.31 7 CPA11 NTF 10911 Copyright Forms Software Only, 1997 Nelco, Inc. Estate of: Elmer W. LBedy Item No. SCHEDUlE H, PART B Personal Representative's Carmissions 1 Description Name: Social security number: Street address: City, State and Zip: Year camUssions paid: 2 Name: Social security number: Street address: City, State and Zip: Year corrmissions paid: 3 Name: Social security number: Street address: City, State and Zip: Year corrmissions paid: Bertha L. 'Thanpson 615 Britton Road Shippensburg, PA 17257 2002 Chloe M. Duncan 201 West Springville Road Boiling Springs, PA 17007 2002 Kenneth B. LBedy 5307 Cwnberland Highway Chambersburg, PA 17201 2002 'IDI'AL. (Carry forward to main schedule) . . . . . . Page 2 21-2001-0915 Arrount 3,946.52 3,946.52 3,946.52 11,839.56 Estate of: Elmer W. Leedy SCHEDULE H, PART B - - Administrative Costs Item No. Description 7 Register of Wills, CUmberland County - filing PA Inheritance Tax Return 8 Register of Wills, CUmberland County - filing Family Settlement Agreement 9 News Chronicle - advertising Letters Testamentary 10 CUmberland Law Journal - advertising Letters Testamentary 11 Weigle & Associates, P. C. - reimbursement for postage, xerox copies, and long distance telephone calls 12 Linda K. Klein - notary fee 'IDI'AL. (Carry forward to ma.in schedule) . . . . . . Page 2 21-2001-0915 Arrount 15.00 75.00 107.30 75.00 18.75 12.00 303.05 REV-1512 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Elmer W. Leedy Include unreimbursed medical expenses. ITEM NO. SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21-2001-0915 DESCRIPTION AMOUNT 1 Internal Revenue Service - 2001 1040 federal income tax 1,759.00 2 PA Department of Revenue - 2001 PA40 state income tax 3 Choice Critical Care, Inc. - 09/30/01 statement 160.00 417.15 4 Sprint - 10/04/01 statement 5 Chambersburg Hospital - 08/27/01 statement 12.42 138.32 6 Orrstown Bank Checking Account #103001538, check clearing after date of death payable to Senior Care Operators of Shippensburg 2,160.00 7 CPA12 NTF 10912 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 4,646.89 Copyright Forms Software Only, 1997 Nelco, Inc. REV-1513 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES Elmer W. Leedy No. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1 Bertha L. Thcrrpson 615 Britton Road Shippensburg, PA 17257 2 Chloe M. Duncan 201 West Springville Road Boiling Springs, PA 17007 3 Kenneth B. Leedy 5307 Cwnberland Highway Chambersburg, PA 17201 FILE NUMBER RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Daughter Daughter Son 21-2001-0915 AMOUNT OR SHARE OF ESTATE 129,674.28 77,804.57 51,869.70 ENTER DOLLAR AMTS. FOR DISTRIBS. SHOWN ABOVE ON LINES 15 THROUGH 17 AS APPROPRIATE ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE None B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS None 7 CPA13 NTF 10913 TOTAL OF PART II -- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 0.00 Copyright Forms Software Only, 1997 Nelco, Inc. (If more space is needed, insert additional sheets of the same size) ~ ORRSTOWN BANK w.r- f" ~"- '., , . r, 1=', 'L"~'cl"'" .~" t~ l~,~ ! tl r: ,"" ,... ~ ..-" ...,... -""-'i.=., ':iJ~'i' TO: Weigle, Perkins & Associates Attorneys-at-Law 126 East King St Shippensburg, PA 17257 FROM: ORRSTOWN BANK P.O. BOX 20 SHIPPENSBURG PA 17257-0250 RE: ESTATE OF Elmer W. Leedy DATE OF DEATH: September 5,2001 DECEASED IT IS HEREBY CERTIFIED THAT THE ABOVE NAMED DECEDENT HAD, ON THE ABOVE DATE, THE FOLLOWING ACCOUNTS WITH ORRSTOWN BANK: (1) CHECKING ACCOUNTS DATE OF DEATH ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPLE & ACCRUED INTEREST 103001538 Elmer W. Leedy 12-08-99 13,570.74 8.04 (2) SAVINGS ACCOUNTS DATE OF DEATH ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPLE & ACCRUED INTEREST (3) . CERTIFICATES OF DEPOSIT DATE OF DEATH ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPLE & ACCRUED INTEREST 5030064360 EI mer W. Leedy 1 0/21/99 Fogelsanger Bricker Funeral Home Burial Fund 5,545.71 11.05 Date:_9/18/01 By: Timothea Customer Service Operator PO Box 250 · Shippensburg, PA 17257 · (717) 532-6114 · (717) 532-4143 Fax. www.6rrstown.com ~ 'P1'>t-<K TRUST" [) ~",o"",~%-: 6 ~.:!@t?~\_ ~ r,\ c" '", :';: . INVESTMENT SERVICES p.o. Box 250 SHIPPENSBURG, PA 17257 "- ",' September 24, 2001 Jerry A. Weigle, Esquire Weigle, Perkins & Associates 126 East King Street Shippensburg, P A 17257 Dear Mr. Weigle: Re: Estate of Elmer W. Leedy S/S #186-05-7979 Here is the information that you requested in your letter dated September 20,2001. Elmer W. Leedy opened a personal agency investment account (#5000011201 6) with Orrstown Bank Trust Department on May 1, 1991. The account was titled in his name only. At the time of his death on September 5, 2001, the market value of his account was $269,946.93 plus accrued interest. The accrued interest that Mr. Leedy was entitled to upon his death totaled $2,768.62. Attached is a copy of Mr. Leedy's detailed account holdings, including accrued interest, at the time of his death. If you need any other information, please do not hesitate to contact me. ~u;v Philip E. Fague Executive Vice President & Trust Officer Attachment: Account Holdings SHIPPENSBURG OFFICE 77 E. KING ST. · SHIPPENSBURG, PA 17257 (717) 530-2605 · FAX (717) 532-9342 CARLISLE OFFICE 427 STONEHEDGE DR. · CARLISLE, PA 17013 (717) 240-0803 . FAX (717) 240-0804 CHAMBERSBURG OFFICE 625 NORLAND AVE. · CHAMBERSBURG, PA 17201 (717) 262-4288 · FAX (717) 262-4284 Elmer W. Leedy Account #5000011201 6 Orrstown Bank Trust Department Account Holdings as of 09/05/01 Security Name DISC 6.6% due 12/21/04 Accrued Interest FHLB 7.07% Due 01/12/07 Accrued Interest FHLB 7.02% Due 0.1/14/05 Accrued Interest . FHLB 7.25% Due 05/15/03 Accrued Interest FHLB 7.85% Due 06/07/04 Accrued Interest FHLB 6.05% Due07/30to8 Accrued Interest Federated Fund 851 Accrued Interest Cash (from dividend received on Federated Fund 851) Shares/Par Market Value 25,000.000 25,500.00 339.17 25,000.000 26,539.00 260.21 50,000.000 52,172.00 477.75 25,000.000 26,367.25 553.82 50,000.000 51,640.50 959.45 25,000.000 25,687.50 147.05 61,844.02 61,844.02 31.17 196.66 Grand Total $272,715.55 Senior Care Operators Of Shippensburg 129 Walunt Bottom Road Shippensburg PA 17257- (717) 530-1400 I Bertha Thompson I 615 Britton Rd Shippensburg PA 17257 STATEMENT OF ACCOUNT Elmer Leedy 09/25/01 BERTHA THOMPSON Senior Care Operators Of Shippensburg \ Invoice Number ELMER LEEDY Description RESIDENT REFUND Amount $2,304.95 Discount Net Amount $2,304.95 1 I Check Date: I 10/03/01 Check Number: I 201486 I Amount: $2,304.95 I $0.00 PLEASE DETACH HERE AND RETURN THIS PORTION WITH YOUR PAYMENT Please pay this amount by 10/10/2001 - Thank you! $0.00 1 Elmer Leedy % Bertha Thompson LEEDY E Please Remit Payment To: Senior Care Operators Of Shippensburg --: I 615 Britton Rd Shippensburg PA 17257 129 Walunt Bottom Road Shippensburg PA I 17257 - -=---. ..-..,. L4ST WILL AJV7J TEST AftfENT I, ELMER '\T. LEEDY, of 714 Marden Avenue, Borough of Shippensburg, Franklin County, Pennsylvania, being of sound mind, memory and disposition, do hereby make, publish and declare this my Last Will and Testament, hereby revoking and making void all wills by me at any time heretofore made. FIRST. I order and direct the payment of all my legally enforceable debts and funeral expenses as soon as may be convenient after my decease. SECOND. I give, devise and bequeath all my estate, real, personal and mixed, whatsoever and wheresoever situate, to my beloved wife, Ada B. Leedy. THIRD. In the event my said wife, Ada B. Leedy, should predecease me or is not living on the sixtieth (60th) day follO\ving my death, I then give, devise and bequeath my said estate as follows: A. I give and bequeath the Grandfather's clock located in my home, including any insurance thereon, to my son, KENNETH B. LEEDY, absolutely. B. I direct that all of the rest and residue of my estate, real, personal and mixed, whatsoever and wheresoever situate be sold as soon as may be convenient and prudent in the sole discretion of my hereinafter named Executrix (Co-Executors) at either public or private sale( s) and that the net proceeds of sale be distributed as follows: 1. Fifty (50%) Percent of the net proceeds of the sale to my daughter, BERTHAL. THOMPSON, of615 Britton Road, Shippensburg, Pennsylvania, on a per stirpes distribution basis. 2. Thirty (30%) Percent of the net proceeds of sale to my daughter, CHLOE M. DUNCAN, of 1601 Ridge Road, York Springs, Pennsylvania, on a per stirpes distribution basis. 3. Twenty (20%) Percent of the net proceeds of sale to my SO~ KEl\TNETH B. LEEDY, of5307 Cumberland Highway, Chambersburg, Pennsylvania, on a per stirpes distribution basis. FOURTH. I nominate, constitute and appoint my wife, Ada B. Leedy, to be the Executrix of this my Last Will and Testament; if she be unable to fulfill the duties of Executrix, I then nominate, constitute and appoint Bertha L. Thompson, Chloe 1\-1. Duncan and Kenneth B. Leedy, or the survivors thereof, to be the Co-Executors of this my Last Will and Testament. e~ /JfF ~~ (SEAL) MARK, WEIGLE AND PERKINS - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG. PA 17257-1397 FIFTH. I direct that my personal representatives shall not be required to give bond for the faithful perfonnance of their duties in any jurisdiction. SIXTH. I hereby direct that all federal, state and other death taxes payable because of my death, with respect to the property forming my gross estate for tax purposes, whether or not passing under this Will, including any interest or penalty imposed in connection with such taxes, shall be considered a part of the expense of administration of my estate and that such be paid out of the rest and residue of my estate. IN WTINESS WHEREOF, I, Elmer W. Leedy, have hereunto set my hand and seal to this my ~ill and Testament, written on two pages, the first page signed for identification only, this t; .aYOf~ ,1998_ ~~~ (SEAL) This instrument was by the Testator, on the date hereof, signed, published and declared by him to be his Last Will and Testament, in our presence, who at his request and in the presence of each other, we believing him to be of sound and disposing mind and memory, have hereunto b "b d' "J (J su scn e our names as WItnesses. \" ~r c::;~- 4. c:r-~ MARK. WEIGLE AND PERKINS _ ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG. PA 17257-1397 COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND I, Elmer W. Leedy, the person whose name is signed to the foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. (;) ;;1 ~'i/~ ~ ~ Sworn or affirmed to and acknowledged b~fore. n~e by Elmer W .J_,e~dr, the Testator thIS /j\jJ\dayof {JC.fCOl/U ' 1998. ~C/2~c/ MARK, WEIGLE AND PERKINS - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENS8URG, PA 17257-1397 COMMONWEALTH OF PENNSYLVANIA SS. ~~~ , e: ~I the \vitnesses whose names are signed the foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Elmer W. Leedy, tbe Testator, sign and execute the instrument as his Last Will; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator, signed the will as witnesses; and that to the best of our knowledge the Testator was at the time eighteen (18) or more years of age and of sound mind and under no constraint or undue influence. q cJ' r '- c;~ ~ c:::r-~ Sworn or affi eta before me by "-. and c::;. ,~- witnesses, this , 1998. ~ '" NOOuIaI Seal I,. . .~~ R. Walford, ~ PubIc f<l:~p~f\f;bmg 8ofo. CurnbarIind Ccl&Inty L.t~;:-_ ;~~\$Xt.~?n.~~. MARK, WEIGLE AND PERKINS - ATTORNEYS AT LAW - 126 EAST KING STREET _ SHIPPENSBURG. PA 17257-1397 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128.0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT WEIGLE & ASSOCIATES 126 EAST KING STREET SHIPPENSBURG, PA 17257 ___un_ fold ESTATE INFORMATION: SSN: 186-05-7979 FILE NUMBER: 2101-0915 DECEDENT NAME: LEEDY ELMER W DATE OF PAYMENT: 04/01/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 09/05/2001 NO. CD 001018 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $1,144.38 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: BERTHA L THOMPSON C/O WEIGLE & ASSOCIATES PC CHECK#109 SEAL INITIALS: SK RECEIVED BY: REGISTER OF WILLS $1,144.38 MARY C. LEWIS REGISTER OF WILLS /-'}-//- /y BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NUMBER r-: ~\ :il1COUNTY ACN 05-13-2002 LEEDY 09-05-2001 21 01-0915 CUMBERLAND 101 '02 :iilY 17 JERRY A WEIGLE ESQ WEIGLE & ASSOCIATES 126 EKING ST ~. SHIPPENSBURG PA 172fi~i '* REV-1547 EX AFP (ol-D21 ELMER W Allount Rellitted ) CHANGED (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 294.651.75 .00 .00 (8) MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV=is'4-j-EX--AFP-foY=02Y-N07ficE--OF-YtiHEiiifANCE-YA'ic-'A-PPRAisEi'-ENT~--AL.i-OWANCE-(fR----------- - ----- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF LEEDY ELMER W FILE NO. 21 01-0915 ACN 101 DATE 05-13-2002 TAX RETURN WAS: (X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Hortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Hisc. Expenses (Schedule H) 10. Debts/Hortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax 30,656.31 4.646.89 (11) (12) (13) (14) (9) (10) NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. 294,651.75 35.303 20 259,348.55 .00 259,348.55 NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: .00 X 00 = .00 259,348.55 X 045 = 11,670.68 .00 X 12 = .00 .00 X 15 = .00 (19)= 11,670.68 rAIneI'! ,~..~_. . l+J AHOUNT PAID DATE NUHBER INTEREST/PEN PAID (-) 12-05-2001 CDOO0607 526.32 10,000.00 04-01-2002 CD001018 .00 1,144.38 TOTAL TAX CREDIT 11,670.70 BALANCE OF TAX DUE .02CR INTEREST AND PEN. .00 TOTAL DUE .02CR . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A ..CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) RESERVATION: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S. Section 9140). PAYMENT: Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side. --Make check or money order payable to: REGISTER OF lULLS, AGENT REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special 24-hour answaring service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and I or speaking needs: 1-800-447-3020 (TT only). OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to tha Orphans' Court. ADMIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5%) discount of the tax paid is allowed. PENALTY: The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time periOd as you would appeal the tax and interest that has been assessed as indicated on this notice. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2002 are: Year Interest Rate Daily Interest Factor Vear Interest Rate Daily Interest Factor 1982 20% .000548 1992 9% .000247 1983 16% .000438 1993-1994 7% .000192 1984 11% .000301 1995-1998 9% .000247 1985 13% .000356 1999 7% .000192 1986 10% .000274 2000 8% .000219 1987 9;( .000247 2001 9;( .000247 1988-1991 11% .000301 2002 6;( .000164 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. ESTATE OF ELMER W. LEEDY File No. 21-01-0915 F AMIL Y SETTLEMENT AGREEMENT THIS AGREEMENT made this & ~. day of ~ ,2002, BETWEEN: BERTHA L. THOMPSON, CHLOE M. DUNCAN, and KENNETH B. LEEDY, being the legatees under the Last Will and Testament of Elmer W. Leedy, late of the Township of Shipp ens burg, Cumberland County, Pennsylvania, AND BERTHA L. THOMPSON, CHLOE M. DUNCAN, and KENNETH B.LEEDY, Co-Executors of the Estate under the Last Will and Testament of Elmer W. Leedy, deceased, WHEREAS, Elmer W. Leedy died September 5, 2001, testate, and under his Will left his estate to the parties herein; and WHEREAS, Letters Testamentary were granted to Bertha L. Thompson, Chloe M. Duncan, and Kenneth B. Leedy on October 5, 2001, by the Register of Wills of Cumberland County, Pennsylvania; and WHEREAS, all assets of the late Elmer W. Leedy have been liquidated or distributed and all his debts paid in full, and further the period of four months having been terminated since the first advertisement of the issuance of Letters to the said Co-Executors, the said parties hereto desire to waive the duty of the Co-Executors to file a First and Final Account with Proposed Schedule of Distribution for purposes of confirmation by the Court of Common Pleas of Cumberland County, Orphan's Court Division, AND FURTHER desire that a Family Settlement Agreement be WEIGLE & ASSOCIATES. Pc. - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG. PA 17257-1397 executed, which Family Settlement will be duly recorded among the deed records in and for Cumberland County. NOW, THEREFORE, WITNESSETH, that the parties hereto, in consideration of the premises above stated, and of the Accounting and Proposed Schedule of Distribution attached hereto and made a part hereof, and the receipt of their distributive shares as therein shown, do mutually bind themselves to the said Distribution and Accounting as set forth and further mutually release each other and in particular Bertha L. Thompson, Chloe M. Duncan, and Kenneth B. Leedy, Co-Executors, from all claims and demands whatsoever arising out of settlement of the Estate of Elmer W. Leedy. The parties hereto do further agree that should any liability come due to the estate of the said decedent after the signing of this agreement, we and each of us do hereby covenant and agree with each other and the aforesaid personal representatives that we will contribute pro rata our share of the estate to satisfy any and all claims, demands, suits, or causes of action which may be successfully prosecuted against the said estate or the aforesaid personal representatives after the signing, sealing and delivery of this family settlement agreement and final release. IN WITNESS WHEREOF, the parties have hereunto set their hands and seals the day and year first above written. EAL) (SEAL) WEIGLE & ASSOCIATES. EC. - AT RNEVS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257-1397 COMMONWEAL TH OF PENNSYLVANIA : SS COUNTY OF CUMBERLAND (pt!::- On this, the day of ~~ , 2002, before me, the undersigned officer, personally appeared BERTHA L. THOMPSON, CHLOE M. DUNCAN, and KENNETH B. LEEDY, known to me (or satisfactorily proven) to be the persons whose names are subscribed to the within instrument, and acknowledged that they executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. /~L K /C~fL~ (SEAL) N(;~arial Seal Und2. ~< i<81. Notary Public ShipN:lI"t:'" .r,~ 'r-'~ t: i~berlar1d Cou,my r"'.... >."wI... ..1. i, .,.",.....' I My CorT" c", :".. '':': :'JJst 15, 2004 ......'.....~,. ,-~ .....I...-~~.'-........" .......__.....-......__ WEIGLE & ASSOCIATES, Pc. - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257-1397 CO-EXECUTORS' ACCOUNT FIRST AND FINAL ACCOUNT OF BERTHA L. THOMPSON, CHLOE M. DUNCAN, AND KENNETH B. LEEDY, CO-EXECUTORS FOR ESTATE OF ELMER W. LEEDY, DECEASED Date of Death: Date of Co-Executors' Appointment: Dates of Advertisement of Letters: News Chronicle Cumberland Law Journal Accounting for the Period: September 5, 2001 October 5, 2001 October 19,26, November 2,2001 October 26, November 2,9,2001 October 5, 2001, to May 28, 2002 Purpose of Account: Bertha L. Thompson, Chloe M. Duncan, and Kenneth B. Leedy, Co-Executors, offer this account to acquaint interested parties with the transactions that have occurred during their administration. The account also indicates the proposed distribution of the estate. It is important that the account be carefully examined. Requests for additional information or questions or objections can be discussed with: Jerry A. Weigle, Esquire Weigle & Associates, P.C. 126 East King Street Shippensburg, P A 17257 717-532-7388 WEIGLE & ASSOCIATES. Pc. - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG. PA 17257-1397 SUJVJMARY OF AcmUNT Estate of Elmer W. leedy For Period 09/05/01 Through 5/28/02 Page Proposed Distribution to Beneficiaries 7 Principal Receipts Net Gain (or loss) on Sales or Other Dispositions other Receipts 1 less Disbursements: Administration Expenses (Prin) Fees and Ccmnissions (Prin) Funeral Expenses (Prin) Other Expenses (Prin) 2 2 3 3 $11,743.43 24,429.11 5,628.15 4,646.89 Balance before Distributions Distributions to Beneficiaries 4 Principal Balance on Hand 5 Income Receipts less Disbursements 6 Balance before Distributions Distributions to Beneficiaries Income Balance on Hand Combined Balance on Hand Fiduciary Acquisition Value $ 42,920.64 ----------- ----------- $298,002.62 0.00 0.00 $298,002.62 46,447.58 $251,555.04 210,000.00 $ 41,555.04 $ 1,365.60 O.bo $ 1,365.60 0.00 $ 1,365.60 $ 42,920.64 RECEIPTS OF PRlliCIPAL Estate of Elmer W. Leedy As of 5/28/02 Assets Listed in Inventory (Valued as of date of death) Checking Accounts Orrstown Bank Checking Account #103001538 $8.04 Accrued Interest Savings Accounts Orrstown Bank Burial Fund Account #5030064360 $11.05 Accrued Interest MJney Market Accounts Orrstown Bank Investment Account #50000112016 $2,768.62 Accrued Interest Refunds Senior Care Operators of Shippensburg - refund 09/25/01 Peoples Benefit Services, Inc. - prescription refund 11/30/01 u. S. Treasury - 2001 1040 federal income tax refund 04/29/02 Miscellaneous Property 'The Travelers - September pension benefit 09/28/01 Whips Cove Burial Association - death benefit 12/05/01 Met-Life - insurance proceeds 12/07/01 Prudential - SKF life insurance proceeds 12/27/01 'IDTAL rnvEN10RY $ 2,304.95 14.71 300.00 $ 239.00 242.00 1,050.87 2,000.00 Page 1 Fiduciary Acquisition Value $ 13,578.78 5,556.76 272,715.55 2,619.66 3,531. 87 $298,002.62 ----------- ----------- DISBURSEMENTS OF PRJNCIPAL Estate of Elmer W. Leedy For Period 09/05/01 Through 5/28/02 Administration Expenses (Prill) 10/17/01 Register of Wills, Cumberland County - Letters Testamentary and Short Certificates $ 296.00 75.00 10,000.00 107.30 15.00 1,144.38 75.00 10/17/01 Cumberland Law Journal - advertisillg Letters Testamentary 12/05/01 Register of Wills, Cumberland County - PA Inheritance Tax payment at discount 12/11/01 News Chronicle - advertisillg Letters Testamentary 03/20/02 Register of Wills, Cumberland County - filillg PA Inheritance Tax Return 03/20/02 Register of Wills, Cumberland County - PA Inheri tance Tax balance due OS/28/02 Register of Wills, Cumberland County - filillg Family Settlement Agreement OS/28/02 Weigle & Associates, P.C. - reimbursement for postage, xerox copies, and long distance telephone calls 18.75 OS/28/02 Lillda K. Klein - notary fee 12.00 Fees and corrrnissions (Prill) 12/05/01 Weigle & Associates, P.C. - partial attorney fee $ 4,000.00 03/20/02 Weigle & Associates, P.C. - balance of attorney fee 8,589.55 03/20/02 Bertha L. Thompson - co-executor commission 3,946.52 03/20/02 Chloe M. Duncan - co-executor commission 3,946.52 03/20/02 Kenneth B. Leedy - co-executor corrmission 3,946.52 Page 2 $ 11,743.43 24,429.11 DISBURSEMENTS OF PRINCIPAL Estate of Elmer W. Leedy For Period 09/05/01 Through 5/28/02 Funeral Expenses (Prin) 10/17/01 Fogelsanger-Bricker Funeral Home 10/17/01 Crider Meats, Inc. - fillleral reception Other Expenses (Prin) 10/05/01 Orrstown Bank Checking Accoilllt #103001538, check clearing after date of death payable to Senior Care Operators of Shippensburg 10/17/01 Choice Critical Care, Inc. - 09/30/01 statement 10/17/01 Sprint - 10/04/01 statement 10/17/01 Chamtersburg Hospital - 08/27/01 statement 02/12/02 Internal Revenue Service - 2001 1040 federal income tax 02/12/02 PA Department of Revenue - 2001 PA40 state income tax TOTAL DISBURSEMENTS OF PRINCIPAL $ 5,556.76 71.39 $ 2,160.00 417.15 12.42 138.32 1,759.00 160.00 Page 3 $ 5,628.15 4,646.89 $ 46,447.58 ----------- ----------- DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES Estate of Elmer W. Leedy For Period 09/05/01 Through 5/28/02 To: Bertha L. Thompson Portion of Orrstawn Bank Investment ACcount taken In Kind 12/21/01 Cash $103,812.50 To: Bertha L. Thompson Cash 12/21/01 Cash 1,187.50 Total for Bertha L. Thompson To: Chloe M. Duncan Portion of Orrstawn Bank Investment .Account taken In Kind 12/21/01 Cash 52,906.25 To: Chloe M. Duncan Cash 12/21/01 Cash 10,093.75 Total for Chloe M. Duncan To: Kenneth B. Leedy Cash 12/21/01 Cash TOTAL DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES Page 4 $105,000.00 63/000.00 42/000.00 $210/000.00 Checking Accounts PRINCIPAL BALANCE ON HAND Estate of Elmer W. Leedy As of 5/28/02 Orrstown Bank Estate Checking Acconnt #103003065 less: Income balance on hand PRINCIPAL BALANCE ON HAND Page 5 Current Value Canying Value $ 42,920.64 $ 42,920.64 $ 42,920.64 1,365.60 $ 42,920.64 1,365.60 $ 41,555.04 $ 41,555.04 ----------- ----------- RECEIPTS OF INCXME Estate of Elmer W. Leedy For Period 09/05/01 Through 5/28/02 Interest Orrstown Bank Checking Account 10/16/01 final interest at closing Orrstown Bank Estate Checking 11/15/01 interest 12/16/01 interest 01/15/02 interest 02/18/02 interest 03/18/02 interest 04/15/02 interest 05/15/02 interest Orrstown Bank Investment Account 11/16/01 final interest at closL~g Total Interest 'TOTAL RECEIPTS OF INaJVJE $ 1.65 5.49 28.17 28.75 30.81 24.88 19.59 19.24 156.93 $ 1,207.02 Page 6 $ 1,365.60 $ 1,365.60 ----------- ----------- PROFOSED DISTRIBUTIONS 'ID BENEFICIARIES Estate of Elmer W. Leedy For Period 09/05/01 Through 5/28/02 Page 7 To: Bertha L. Tharpson Cash 5/28/02 The beneficiary will receive a 50% interest in the estate's residue, representing a portion of the following assets: Cash $ 21,460.32 Total $ 21,460.32 To: Chloe M. Duncan Cash 5/28/02 The beneficiary will receive a 30% interest in the estate's residue, representing a portion of the following assets: Cash 12,876.19 Total $ 12,876.19 To: Kenneth B. I..eedy Cash 5/28/02 The beneficiary will receive a 20% interest in the estate's residue, representing a portion of the following assets: Cash 8,584.13 Total $ 8,584.13 'IDI'AL PROroSED DISTRIBUTIONS 'ID BENEFICIARIES $ 42,920.64 BERTHA L. THOMPSON, CHLOE M. DUNCAN, and KENNETH B. LEEDY, Co-Executors of the Estate of Elmer W. Leedy, deceased, hereby declare under oath (penalties of perjury) that they have fully and faithfully discharged the duties of their office; that the foregoing First and Final Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the estate have been paid in full; that, to their knowledge, there are no claims now outstanding against the estate; and that all taxes presently due from the estate have been paid. --t3~ J at, ~-~ Bertha L. Thompson, Co-Executor O./U-- 'p( . ~"----' Chloe M. Duncan, Co-Executor Subscribed and sworn to by BERTHAL. THOMPSON, CHLOE M. DUNCAN, and KENNETH B. Ll~~' be re me this day of 200 ( WEIGLE & ASSOCIATES. RC. - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257-1397 o v REGISTER OF WILLS, CUMBERLAND COUNTY STATUS REPORT UNDER RULE 6.12 Name of Decedent: Elmer W. Leedy Date of Death: 09/05/2001 Will No. 21-01-0915 Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No X b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes X No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed Cerk of the Orphans' Court and may be attached to thi Jerry A. Weigle, Esquire Name (Please type or WEIGLE & ASSOCIA~ES, P.C. 1i6 East King Street Address Shippensburg, PA 17257 ( 717) 532-7388 Tel. No. Date: (; --6 '-0 Z 't,) " \ / .,,- ~ !!){~' Capacity: Personal Representative X Counsel for personal representative (MAH:rmf/AM3)