The URL can be used to link to this page

Home My WebLink About01-16-07 (2) LAW OFFICES SNELBAKER & BRENNEMAN, P,C. RECEIPT AND RELEASE WHEREAS, Catharine E. Bousum, late of South Middleton Township, County of Cumberland and Commonwealth of Penn~ylvania, \- -\ died on March 14, 2006, having first made her Last(l1illand Testament in writing probated before the Register of Will~ of said Cumberland County on April 4, 2006, and Letters TesLamentaty ,\ '" ' . c<) were issued on the same date to Richard M. Bousum and Mari~ E , . . ( " . Bousum-Forbes, the Executor's named in the Last Will and Testament of said Decedent; and WHEREAS, said Executor's has entered upon and completed their administration of said Decedent's Estate as set forth in their First and Final Account attached hereto, and intends to distribute the net balance of the assets of said Estate to the persons named in the Statement of Proposed Distribution also attached hereto, both of said documents being incorporated herein by reference thereto; and NOW KNOW ALL MEN BY THESE PRESENTS, that we, Richard M. Bousum and Marie E. Bousum-Forbes, being the principal legatees and distributees named in the Will of said Decedent and the persons entitled to share in the residuary distribution of the Estate of said Decedent, do hereby declare and say that we, and each of us, have examined the attached Account and Statement of Proposed Distribution, and find the same to be true and correct, 1 LAW OFFICES SNELBAKER & BRENNEMAN, P.C. and in strict accordance with the terms and provisions of said Will, and we do hereby acknowledge that we, and each of us, this day have, had and received of and from Richard M. Bousum and Marie E. Bousum-Forbes, Executor's of the Estate of Catharine E. Bousum, the cash, personalty and/or real estate set opposite our names in the above Statement of Proposed Distribution, in full satisfaction, payment and discharge of all such sum or sums of money, legacies and bequests, share or shares, purports and dividends which were due, owing and payable and belonging to us, and each of us, by any means whatsoever, for or on account of our full share, part or dividend of the Estate of Catharine E. Bousum, Deceased. NOW, THEREFORE, we, and each of us, the said Richard M. Bousum and Marie E. Bousum-Forbes, do by these presents, remise, release, quit-claim and forever discharge the said Richard M. Bousum and Marie E. Bousum-Forbes, their heirs, executors and administrators, of and from our said shares or dividends of the Estate aforesaid, and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever, for or by reason thereof, or of any act, matter, cause or thing whatsoever, from the beginning of the world to the day and date of these presents. AND, desiring to avoid the delay and expense of the settlement of said Estate by filing the foregoing Account of said administration in the Office of the Register of wills of said 2 Cumberland County and by having the balance in the hands of the Executor's, as shown by said Account, distributed by the Court of Common Pleas of Cumberland County - Orphans' Court Division, we, and each of us, do hereby agree that the foregoing Account and Statement concerning the matter of settlement may be recorded with the same effect upon us, and each of us, as if the same had been reported upon by said Court, In a decree of distribution made on such proposed Statement of Distribution by the said Court of .:::::O~~"IlO;-~ P.J.ea~ - 8rphar1's' C'~Ul..t Di"\~isioIl. AND in consideration of the aforesaid settlement being made without the aid of such Court of Common Pleas - Orphans' Court Division, that we, and each of us, the said Richard M. Bousum and Marie E. Bousum-Forbes, do hereby agree that if any debts or demands other than those included in the above referenced First and Final Account, as hereinbefore set forth, shall be hereafter recovered against the Estate of said Decedent and be legally payable out of the same, that we, and each of us, will return to the said Executor's such amounts thereof as may be necessary to pay such debts or demands. IN WITNESS WHEREOF, we have hereunto set our hands and seals this day of 2006. '/ WITNESSED BY: ~h'\v~ LAW OFFICES SNELBAKER & BRENNEMAN, P.C. c..c\.. ~c"\-~_\.(, \d::::>l--" 5).oriL-rqllIa~ '-n,~~2~1'1\ ~}J~ Marie E. Bousum-Forbes 3 CJ'//~//)D07 (SEAL) LAW OFFICES SNELBAKER & BRENNEMAN. P.C. STATE OF MARYLAND SS. COUNTY OF \'()()i\"\-Cj Of\\~ "\\.) ) On this the \~ day of~em\::;ey- 2006, before me, a Notary Public in and for said State and County, the undersigned officer, personally appeared Richard M. Bousum, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowledged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. ~u~ Notary Public CAITLIN TOBIN NOTARY PUBLIC STAT MY COMMISSION OIPIR~SO~::~~~ 4 LAW OFFICES SNELBAKER & BRENNEMAN. P.C. COMMONWEALTH OF PENNYSLVANIA SS. COUNTY OF CUMBERLAND On this the 2006, before me, a day of Notary Public in and for said State and County, the undersigned officer, personally appeared Marie E. Bousum-Forbes, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. ~~~~ Notary Public COMMON~{:;':::~:..... ~'~:.!.::..EJ~!:~S YLV ANIA NotD;~d,! See) Sandra K. Sho:.''D''3. Notary Public Mechanicsburg Ben.\ Cumberland County My Commission E:';"Jirc:' i'~o'.l. 22, 2007 Member, Per>ns\,I.:~;~;: '-"~;~;':;':,:.f1 Of Notaries 5 LAW OFFICES SNELBAKER & BRENNEMAN, P.C. ESTATE NO. 21-06-0291 FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED DISTRIBUTION OF AND BY RICHARD M. BOUSUM AND MARIE E. BOUSUM-FORBES, CO-EXECUTOR'S OF THE ESTATE AND UNDER THE LAST WILL AND TESTAMENT OF CATHARINE E. BOUSUM DECEASED, LATE OF SOUTH MIDDLETON TOWNSHIP CUMBERLAND COUNTY, PENNSYLVANIA Richard M. Bousum and Marie E. Bousum-Forbes, Co-Executor's as aforesaid and the Accountants herein, avers as follows: DATE OF DECEDENT'S DEATH: DATE LETTERS TESTAMENTARY ISSUED: March 14, 2006 April 4, 2006 DATES EXECUTOR NOTICE ADVERTISED: Cumberland Law Journal Patriot-News April 21 ,28, May 5,2006 April 19, 26, May 3,2006 FIRST AND FINAL ACCOUNT PERSONALTY - PRINCIPAL ACCOUNT DEBITS The Accountants charge themselves with the receipt of the following items of Decedent's Personalty valued as of the date of Decedent's death: 1. Commonwealth of Pennsylvania, rent rebate 2. Highmark Blue RX, refund on prescription insurance program 3. Highmark Medigap Insurance Program, refund unused premium 4. PNC Bank, N.A., checking account #50-7007-7102 5. U.S. Treasury, refund on 2005 Individual Income Tax Return 6. PNC Bank, N.A., IRA deposit TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, DEBITS: PERSONALTY - PRINCIPAL ACCOUNT CREDITS The Accountants claim credit for the payment of the following items from Decedent's Personalty Account: 1. Gingrich Memorials, inscription on marker 2. Snelbaker & Brenneman, P.C., reimburse for costs advanced: a. Register of Wills, probate fees b. Cumberland Law Journal, advertising Executor's notice c. Patriot-News, advertising Executor's notice 3. Trindle Springs Lutheran Church, funeral luncheon and donation 4. Myers Funeral Home, Inc., funeral services 5. PNC Bank, services charges 6. Register of Wills, filing fee for Inheritance Tax Return 7. Register of Wills, Agent, Inheritance Tax 8. Register of Wills, filing fee for Inventory and Receipt and Release TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, CREDITS: Page 1 $ 424.00 94.92 351.25 3,440.00 74.00 230.99 $ 4,615.16 $ 125.00 306.73 76.00 75.00 155.73 500.00 487.60 60.00 15.00 2,236.70 20.00 $ 3,751.03 LAW OFFICES SNELBAKER & BRENNEMAN. P.C. PERSONALTY - INCOME ACCOUNT DEBITS The Accountants charge themselves with the receipt of the following income from the investment of Personalty Principal: 1. PNC Bank, checking account #5070077102, interest TOTAL, PERSONALTY, INCOME ACCOUNT, DEBITS: $ $ 3.43 3.43 PERSONALTY - INCOME ACCOUNT CREDITS The Accountants claim credit for the payment of the following items from the Personalty Income Account: 1. H&R Block, preparation of Individual Income Tax Returns for 2005 TOTAL, PERSONALTY, INCOME ACCOUNT, CREDITS: $ $ 171.00 171 .00 REAL ESTATE - PRINCIPAL ACCOUNT DEBITS The Accountants charge themselves with the receipt of Decedent's Real Estate as follows: TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, DEBITS: $ NONE $ NONE REAL ESTATE - PRINCIPAL ACCOUNT CREDITS The Accountants claim credit for the payment of the following items from Real Estate Principal Account: TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, CREDITS: $ NONE $ NONE REAL ESTATE -INCOME ACCOUNT DEBITS The Accountants charge themselves with the receipt of the income from the investment of Real Estate Principal Account: TOTAL, REAL ESTATE, INCOME ACCOUNT, DEBITS: $ NONE $ NONE REAL ESTATE - INCOME ACCOUNT CREDITS The Accountants claim credit for the payment of the following items from the Real Estate Income Account: TOTAL, REAL ESTATE, INCOME ACCOUNT, CREDITS: $ NONE $ NONE Page 2 LAW OFFICES SNELBAKER & BRENNEMAN, P.C. RECAPITULATION PERSONALTY: PRINCIPAL ACCOUNT: Debits Credits Balance INCOME ACCOUNT: Debits Credits Balance TOTAL PERSONALTY REAL ESTATE: PRINCIPAL ACCOUNT: Debits Credits Balance INCOME ACCOUNT: Debits Credits Balance TOTAL REAL ESTATE: TOTAL FOR DISTRIBUTION: Page 3 $ 4,615.16 $ 3,751.03 $ 864.13 $ 3.43 $ 171.00 $ (167.57) $ 696.56 $ NONE $ NONE $ NONE $ NONE $ NONE $ NONE $ NONE $ 696.56 LAW OFFICES SNELBAKER & BRENNEMAN. P.c. STATEMENT OF PROPOSED DISTRIBUTION Richard M. Bousum and Marie E. Bousum-Forbes, Co-Executor's and Accountants herein, proposes to distribute the balance of the Estate of Catharine E. Bousum, Deceased, to wit $ 696.56 in accordance with the Last Will and Testament of said Decedent as follows: 1. Richard M. Bousum 50% of residue as per Item Second of Will 2. Marie E. Bousum-Forbes 50% of residue as per Item Second of Will TOTAL FOR DISTRIBUTION: Page 4 $ 348.28 $ 348.28 $ 696.56 LAW OFFICES SNELBAKER & BRENNEMAN, P.C. STATE OF MARYLAND COUNTY OF /JIOnfJU/J1P';jI-' Richard M. Bousum, being duly sworn according to law deposes and says: SS: that he is the Co-Executor of the Estate and under the Last Will and Testament of Catharine E. Bousum, Deceased, and the Accountant herein; that there are no unpaid creditors or claimants of said Estate; that there are no persons interested in the distribution of said Estate other than as stated in the foregoing Statement of Proposed Distribution; and that the facts set forth in the foreqoing First and Final Account and Statement of Proposed Distnbution are true and correct to the best of his knowledge, information and belief. Richard M. Bousum Co-Executor and Accountant Sworn to and subscribed before me this \~ day of~em~r- 2006 CCttM ~ Notary Public CAITLIN TOBIN NOTARY PUBLIC STATE OF MARYLAND MY COMMISSION EXP!RES MAY 13, 2008 Page 5 LAW OFFICES SNELBAKER & BRENNEMAN, P.C. COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF CUMBERLAND Marie E. Bousum-Forbes, being duly sworn according to law deposes and says: that she is the Co-Executor of the Estate and under the Last Will and Testament of Catharine E. Bousum, Deceased, and the Accountant herein; that there are no unpaid creditors or claimants of said Estate; that there are no persons interested in the distribution of said Estate other than as stated in the foregoing Statement of Proposed Distribution; and that the facts set forth in the foreqoing First and Final Account and Statement of Proposed Distribution are true and correct to the best of her knowledge, information and belief. '--n~~fl~~~tm~~ Marie E. Bousum-Foroes Co-Executor and Accountant Sworn to and subscribed before me this jJ- ~ day of J At"\v..(,,~;- . 2QQ6 ~~ " '~qrJA1b ~4~ Notary Public COMMONi/VEi\LTH OF FENf'JSYLVANIA ~,p"-",,~--~~,,"~'_. No;arial Seal Sandra K. ShOV'lelS. Notary Public Mechanicsburg Bora, Cumberland County My Commission Ex.:ire,; r~Qv. 22, 2007 .:)f NDtaries Member, Penm:.I.':V0'"i;; Page 6