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Home My WebLink About02-08-07 '}\ b~ {~3Yi RECEIPT AND RELEASE WHEREAS, WENDELL E. WINGARD, late of Carlisle Borough, County of Cumberland and Commonwealth of Pennsylvania, died on the 17th day of February, 2006, having first made his Last Will and Testament in writing dated September 23,2000, which since his decease was duly probated before the Register of Wills of Cumberland County and Letters Testamentary were issued to TERRY S. OCKER. NOW KNOW ALL MEN BY THESE PRESENTS, that we, TERRY S. OCKER, WENDELL C. WINGARD, LISA L. UFFELMAN, individually and as Trustee, MELISSA L. SPARKS and JULIA A. UFFELMAN, being the 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 have examined the attached Account and Schedule of Proposed Distribution attached hereto and incorporated herein as "Exhibit A" and find the same to be true and correct, and in strict accordance with the terms and provisions of said Will, and we do hereby acknowledge that we this day or prior to this date have, had and received of and from TERRY S. OCKER, Executrix of the Estate of WENDELL E. WINGARD, the cash and/or personalty, if any, set opposite our names in the above stated Schedule of Proposed Distribution, in full satisfaction, payment and discharge of all such sum or sums of money, legacies and bequests, share or shares, purparts and dividends which were due, owing and payable and belonging to us by any means whatsoever, for or on account of our full share, part or dividend of the Estate of WENDELL E. WINGARD, Deceased, and all interests accrued thereon. I V LAW OFFICES SNELBAKER & BRENNEMAN, P.C. C ~.: : 'J , ! 1 r. ~ . . HJ ....... NOW, THEREFORE, we, the undersigned, do by these presents, remise, release, quit- claim and forever discharge the said TERRY S. OCKER, her heirs, executors and administrators, of and from our said share or dividend 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. AND, desiring to avoid the delay and expense ofthe settlement of said Estate by filing a formal Account of said administration in the Office of the Register of Wills of Cumberland County and by having any balance in the hands of the Executrix, as shown by said Account, distributed by the Court of Common Pleas of Cumberland County - Orphans' Court Division, we do hereby agree that the foregoing schedule concerning the matter of settlement may be recorded with the same effect upon us as if the same had been reported upon by said Court, in a Decree of Distribution made on such report by the said Court of Common Pleas - Orphans' Court Division. AND in consideration of the aforesaid settlement being made without the aid of such Court of Common Pleas, that we, the undersigned, do hereby agree that if any debts or demands other than those included in the First and Final Account of the said TERRY S. OCKER, Executrix of the Estate of WENDELL E. WINGARD, Deceased, as hereinbefore set forth, shall be hereafter recovered against the Estate of said decedent and be legally payable out of the same, that we will return to the said Executrix such amounts thereof as may be necessary to pay such debts or demands. LAW OFFICES SNELBAKER & BRENNEMAN, P.C. -2- LAW OFFICES SNELBAKER & BRENNEMAN. P.C, IN WITNESS WHEREOF, we have hereunto set our hands and seals the respective dates as set forth below. WITNESSED BY: lit 1 f/l----- J, lj~"'~! i l _j i i/~//-J , '(j J Terry S. oCieiJ /' Date: ;...)q 0'7 (SEAL) -3- LAW OFFICES SNELBAKER & BRENNEMAN. P.C. IN WITNESS WHEREOF, we have hereunto set our hands and seals the respective dates as set forth below. WITNESSED BY: , ------ ;'. \--(labVw~r(1Idj l W~C.W~NANflJ- Wendell C. Wingard ~ Date: 1/ 3l/ 07 -4- (SEAL) LAW OFFICES SNELBAKER & BRENNEMAN. P.C. IN WITNESS WHEREOF, we have hereunto set our hands and seals the respective dates as set forth below. WITNESSED BY: ( (SEAL) >.*"- Lisa L. Uffelman, Individually and as Parent, Guardian and Trustee of Julia A. Uffelman Date: ' , -5- LAW OFFICES SNELBAKER & BRENNEMAN, P.C. IN WITNESS WHEREOF, we have hereunto set our hands and seals the respective dates as set forth below. WITNESSED BY: ~r-rlQLDf:D-.i~ ~.\l:l.n bJ) (SEAL) Melissa L. Sparks Date: \ \ '8\ \u+ -6- LAW OFFICES SNELBAKER & BRENNEMAN, P,C, IN WITNESS WHEREOF, we have hereunto set our hands and seals the respective dates as set forth below. WITNESSED BY: ~A' Q ! /1 (J '. . J r A. Uff~man Date' ;)) ;)/ 0 7 -7- l1lh~EAL) ( \ ESTATE NO. 21-06-00214 FIRST AND FINAL ACCOUNT OF TERRY S. OCKER, EXECUTRIX OF THE ESTATE OF WENDELL E. WINGARD, DECEASED, LATE OF THE BOROUGH OF CARLISLE, CUMBERLAND COUNTY, PENNSYLVANIA TERRY S. OCKER, EXECUTRIX and Accountant herein avers as follows: Date of Decedent's Death: February 17,2006 Date Letters Testamentary granted: March 10, 2006 Date Executrix Notice Advertised: The Patriot News Company: March 29, Apri15, 12,2006 Cumberland Law Journal: March 24, 31, April 7, 2006 Date of Rule 5.6(a) Certification: March 15,2006 PERSONALTY - PRINCIPAL ACCOUNT DEBITS The Accountant charges herself with receipt of the following items of Decedent's personalty: Miscellaneous personal property, furniture and furnishings 2003 Buick La Sabre M&T Bank, checking account No. 267 6000 348 Refund of car insurance premium AAA membership refund Comcast Cable refund 2006 Federal income tax refund Refund State Farm hazard insurance U.S. Savings Bonds, Series E and Series EE (173) PPG Industries common stock 210 shares at $60.07 per share $ 3,675.00 10,565.00 12,556.18 262.96 15.75 22.24 1,337.00 66.08 35,163.94 12,614.70 LAW OFFICES SNELBAKER & BRENNEMAN, P,C. TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, DEBITS: $76.278.85 EXHIBIT A PERSONALTY - PRINCIPAL ACCOUNT CREDITS The Accountant claims credit for payment of the following and items to be paid from Decedent's Personalty Principal Account: Hoffman Funeral Home Group Tax Service - tax preparation fee Auctioneer's commission - sale of personalty Custom Design Monuments - date Reimbursement of costs advanced by Snelbaker & Brenneman, P. C. : Register of Wills Cumberland Law Journal The Patriot News Register of Wills (filing fee) Certified mail postage Total: Filing fee for inheritance tax return Additional inheritance tax paid Attorney's fees to Snelbaker & Brenneman, P. C. (3/09/06 to 10/06/06) Register of Wills, Agent - prepayment of inheritance tax Register of Wills - additional probate fee Lancaster HMA Physicians - payment on account Receipt of furnishings in kind by M. Sparks Conveyance of2003 Buick La Sabre to T. Ocker Reserve for filing inventory and receipt, preparation of fiduciary tax returns and final attorney's fees TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, CREDITS: PERSONALTY - INCOME ACCOUNT DEBITS The Accountant charges herself with receipt of the following items from personalty income: LAW OFFICES SNELBAKER & BRENNEMAN, P,C, Proceeds of PPG stock upon sale in excess of date of death value Dividend - PPG stock prior to sale U.S. Savings Bond - interest from date of death to redemption M&T checking account - interest/deposits from date of death to close of account -2- $110.00 $ 75.00 116.67 15.00 4.44 $7,141.30 75.00 1,057.00 98.00 321.11 30.00 66.20 3,517.50 15,500.00 250.00 5.74 500.00 10,565.00 3,500.00 $42.626.85 $ 756.61 98.70 473.86 134.34 Refund from Physician Management Cash direct deposit Inheritance tax refund TOTAL, PERSONALTY, INCOME ACCOUNT, DEBITS: PERSONALTY - INCOME ACCOUNT CREDITS The Accountant claims credit for payment of the following items from Decedent's Personalty Income Account: TOTAL, PERSONALTY, INCOME ACCOUNT, CREDITS: REAL ESTATE - PRINCIPAL ACCOUNT DEBITS The Accountant charges herself with receipt of the following items of Decedent's Real Estate: All that certain parcel of land improved with a residential dwelling known as 558 F Street, Borough of Carlisle, Cumberland County, Pennsylvania TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, DEBITS: REAL ESTATE - PRINCIPAL ACCOUNT CREDITS The Accountant claims credit for payment of the following items from real estate principal: LAW OFFICES SNELBAKER & BRENNEMAN, P.C. UGI - gas Sprint - telephone Borough of Carlisle - water PPL - electric Carlisle Borough - real estate tax UGI - gas -3- 5.74 50.00 40.79 $1.560.04 NONE NONE $147,900.00 $147.900.00 $ 38.98 58.07 16.18 60.78 569.24 112.74 PPL - electric Sprint - telephone PPL - electric UGI - gas Sprint - telephone Borough of Carlisle - water Borough of Carlisle - water PPL - electric Sprint - telephone UGI - gas Richard Henry - roof repair Borough of Carlisle - water Embarq - telephone PPL - electric Tuckey Restoration - deposit, foundation UGI - gas Ritchie Engineering - structural engineering services Embarq - telephone PPL - electric PPL - final electric Tuckey Restoration - balance due, repair work John O'Neill, 2006-2007 school real estate tax Borough of Carlisle - water Realty transfer tax Notary fee: sale of real estate B- H Agency, real estate sales commission 22.82 46.54 13.99 72.76 54.29 32.53 16.18 16.05 45.47 49.28 100.00 16.18 44.98 9.87 2,000.00 27.83 685.00 44.93 15.35 19.58 3,815.00 1,368.70 16.18 1,479.00 7.00 8,874.00 TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, CREDITS: $19.749.50 REAL ESTATE - INCOME ACCOUNT DEBITS The Accountant charges herself with receipt ofthe following received from Decedent's real estate: Refund upon proration of school real estate tax Refund upon proration of Borough real estate tax UGI - account balance refund Embarq - account balance refund $1,248.70 235.01 118.33 28.68 TOTAL, REAL ESTATE, INCOME ACCOUNT, DEBITS: $1.630.72 -4- LAW OFFICES SNELBAKER & BRENNEMAN, P,C, LAW OFFICES SNELBAKER & BRENNEMAN, P.C. REAL ESTATE - INCOME ACCOUNT CREDITS The Accountant claims credit for payment of the following items from Decedent's Real Estate Income Account: NONE TOTAL, REAL ESTATE, INCOME ACCOUNT, CREDITS: NONE -5- LAW OFFICES SNELBAKER & BRENNEMAN. P.C. RECAPITULATION I. PERSONALTY A. PRINCIPAL ACCOUNT Debits Credits Balance $ 76,278.85 42,626.85 B. INCOME ACCOUNT Debits Credits Balance $1,560.04 -0- C. NET BALANCE OF PERSONALTY: II. REAL ESTATE A. PRINCIPAL ACCOUNT Debits Credits Balance $147,900.00 19,479.50 B. INCOME ACCOUNT Debits Credits Balance $1,630.72 -0- C. NET BALANCE OF REAL ESTATE: III. NET BALANCE OF ESTATE FOR DISTRIBUTION: -6- $33,652.00 $ 1,560.04 $35,212.04 $128,150.50 $1,630.72 $129,781.22 $164.993.26 COMMONWEALTH OF PENNSYLVANIA) : SS. COUNTY OF CUMBERLAND ) TERRY S. OCKER, being duly sworn according to law deposes and says: that she is the Executrix of the Estate of WENDELL E. WINGARD, Deceased; that she is the Accountant herein; that the foregoing Accounting is true and complete; that there are no unpaid claimants who have given notice to said Executrix; that the foregoing Schedule of Proposed Distribution contains the names of all persons interested in said Estate; and that the facts set forth herein are true and correct to the best of her knowledge, information and belief. ~____J(V~'1 ;6. L~~/J T~~ s. Ock~J / Sworn to and subscribed before me this 020/\ day of January, 2007. ,1A_, L ~ Notary Public COMMONWF.-t'TH r,r.- !,~,NN,,~YlVANlr. ",,".' ;~ ~~~:. ';~f "~~-~'~~:'~~'-~f .:,~~~_~t~,._-",; i_'U~~ MecNnic.."J:iI'....."..,'. ':.' .,_'..It.;..:~'(!;_~~ MyCOIl1(I~:;"::,' -.:'I'.Y",;. '.,-y! ~4, 2007 UImbet. Pen;;SYt~~.a",;;';;;';~Ot NotIrtea ~~~:~~~VAM. Susf;,',;: i:.;' "i:,;,a.yPdllc .'t."'; :_, -':.J;'" ',,--,-,-, .1rIIdIIIPh::~;..,," ::' .,..,:::~,:"eaandOUllr ~..,~$l!.. '.' >4olI_~2IIW ---..----.......--. ..--.,.- ___.~.wAs~Qf........ -7- LAW OFFICES SNELBAKER & BRENNEMAN. P,C. SCHEDULE OF PROPOSED DISTRIBUTION Terry S. Ocker, Executrix proposes to distribute the balance of the Estate as follows: 1. To: Terry S. Ocker, per Item 4(a) of Will: 1/3 of residue of Estate: 2. To: Wendell C. Wingard, per Item 4(b) of Will: 1/3 of residue of Estate: 3. To: Lisa L. Uffelman, per Item 4(c) of Will: 1/9 of residue of Estate: 4. To: Melissa L. Sparks, per Item 4( d) of Will: 1/9 of residue of Estate: 5. To: Julia A. Uffelman, per Item 4(e) of Will: 1/9 of residue of Estate, payable to Lisa L. Uffelman, Trustee, pursuant to Order dated July 5, 2006: TOTAL DISTRIBUTION TO BENEFICIARIES: LAW OFFICES SNELBAKER & BRENNEMAN, p,c. -8- $54,997.75 54,997.75 18,332.58 18,332.59 18,332.59 $164.993.26