HomeMy WebLinkAbout04-10-07
LAW OFFICES
SNELBAKER &
BRENNEMAN. P.C.
~
RECEIPT AND RELEASE
WHEREAS, Jacqueline L. Diehl, late of Lower Allen Township,
County of Cumberland and Commonwealth of Pennsylvania, died on
June 8, 2006, having first made her Last Will and Testament in
writing probated before the Register of Wills of said Cumberland
County on June 16, 2006, and Letters Testamentary were issued on
the same date to Stephen H. Diehl, the Executor named in the Last
Will and Testament of said Decedent;
and
WHEREAS, said Executor has entered upon and completed his
administration of said Decedent's Estate as set forth in his
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, Stephen H.
Diehl and Michael S. Diehl, 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 E$tate of
.' ~..;.)
said Decedent, do hereby declare and say that we,'a.:qd eactl of us,
,
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have examined the attached Account and StatementoC.~topQSed
- C)
Distribution, and find the same to be true and correGt, ~od in
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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 Stephen H. Diehl, Executor of the
Estate of Jacqueline L. Diehl, 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 Jacqueline L. Diehl, Deceased.
NOW, THEREFORE, we, and each of us, the said Stephen H.
Diehl and Michael S. Diehl, do by these presents, remise,
release, quit-claim and forever discharge the said Stephen H.
Diehl, his 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
Cumberland County and by having the balance in the hands of the
Executor, as shown by said Account, distributed by the Court of
LAW OFFICES
SNELBAKER &
BRENNEMAN, P.C.
2
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 decr~e of distribution
made on such proposed Statement of Distribution by the said Court
of Common Pleas - Orphans' Court Division.
AND in consideration of the aforesaid settlement being made
without the aid c~ such Coert of Cowmon Pleas
Orphans' Court
Division, that we, and each of us, the said Stephen H. Diehl and
Michael S. Diehl~ 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 such amounts thereof as may be necessary to pay such
debts or demands.
IN WITNESS WHEREOF, we have hereunto set our hands and sea13
this
day of
2007.
WITNESSED BY:
( SEAL)
(SEAL)
LAW OFFICES
SNELBAKER Be
BRENNEMAN, P.C.
3
COMMONWEALTH OF PENNSYLVANIA)
SS.
COUNTY OF CUMBERLAND)
On this the gg-Yr. day of 1\2CL~
2007, before me, a
Notary Public in and for said State and County, the undersigned
officer, personally appeared Stephen H. Diehl, 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.
~~)A ~l~,,-~~
Notary Public
COMMONWEALTH OF PENNSYLVANIA
Notarial Seal
l.. Je~njfer A. Burns. Notary Public
'V1echanicsburg Boro, Cumberland County
My Commission Expires Nov. 9,2008
Member, Pennsylvania Association of Notaries
LAW OFFICES
SNELBAKER &
BRENNEMAN, P.C.
4
COMMONWEALTH OF PENNSYLVANIA)
COUNTY Ad AjJ.l~.
On this the I
SS.
day of ~~Ph; 1 .
2007, before me, a
Notary Public in and for said State and County, the undersigned
officer, personally appeared Michael S. Diehl, 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
seal.
COMMONIJIICALTH OF PENNSVLVANIA
NOTARIAL SEAL
Jessica M. Smith, Notary Public
Conewago Twp., Adams County
My Commission Expires Oct. 30, 2007
LAW OFFICES
SNELBAKER &
BRENNEMAN, P.C.
5
ESTATE NO. 21-06-0534
FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED
DISTRIBUTION OF AND BY STEPHEN H. DIEHL, EXECUTOR
OF THE ESTATE AND UNDER THE LAST WILL AND TESTAMENT
OF JACQUELINE L. DIEHL, DECEASED, LATE OF LOWER ALLEN
TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA
tephen H. Diehl, Executor as aforesaid and Accountant herein,
avers as follows:
DATE OF DECEDENT'S DEATH:
DATE LETTERS TESTAMENTARY ISSUED:
June 8, 2006
June 16, 2006
DATES EXECUTOR NOTICE ADVERTISED:
Cumberland Law Journal
Patriot-News
June 30, July 7, 14, 2006
. June 28, July 5, 12,2006
FIRST AND FINAL ACCOUNT
. ,
PERSONAL TV - PRINCIPAL ACCOUNT
DEBITS
he Accountant charges himself with the receipt of the following items of
Decedent's Personalty valued as of the date of Decedent's death:
1. Wilmington Trust Corp., 683 shares common stock valued at $42.57 per share
2. Citizens Bank, savings account #6243925426
3. Citizens Bank, checking account $6100705358
4. Comcast, refund on cable TV service
5. Household goods, retained by family
6. Patriot-News, refund on subscription
7. State Farm, refund unused premium.
he Accountant charges himself with the following additional receipts:
8. Allstate, monthly annuity payments for June, July and August 2006
9. Verizon, refund on phone service
10. Home Depot, Inc., proceeds from 401K
11. Stephen Diehl, repayment of loan
12. Commonwealth of Pennsylvania, refund on Inheritance Tax
TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, DEBITS:
PERSONAL TV - PRINCIPAL ACCOUNT
CREDITS
LAW OFFICES
SNELBAKER 8:
BRENNEMAN, P.C.
he Accountant claims credit for the payment of the following items from
Decedent's Personalty Account:
1. Citizens Bank, A TM withdraw made prior to decedent's death
at Holy Spirit Hospital
2. Hollinger Funeral Home, funeral services
3. Mike Diehl, reimburse for funeral flowers, luncheon and organist
4. Postmaster, postage
5. Vascular Associates, medical expenses.
Page 1
$ 29,075.31
7,316.26
344.99
11.21
310.00
17.10
154.52
301.48
6.56
2,240.67
1,250.00
3.95
$ 41,032.05
$ 21.75
1,472.20
490.00
31.20
47.63
6. Verizon, phone service
7. Bon-Ton, payoff credit card
8. Emerge Visa, payoff credit card
9. PPL Electric, electric service
10. Country Walk Apartments, rent
11. ATM withdraw, funeral luncheon, postage and film
12. Register of Wills, Agent, estimated Inheritance Tax payment
13. A TM withdraw, reimburse for gas used in disposal of household goods and
lunch afterwards
14. Michael Diehl, payment of Home Depot 401 K
15. Stephen Diehl, payment of Home Depot 401 K
16. Register of Wills, Agent, Inheritance Tax
17. Register of Wills, filing fee for Inheritance Tax Return
18. Stephen Diehl, loan from estate
19. Wlimington Trust Corp., loss on 1 sale of stock
(date of death value was $42.57, sold at $41.50)
20. Merrill Lynch, costs charged for sale and transfer of stock
21. Per agreement between beneficiaries individuals will not be charged for
household goods retained in kind
22. Snelbaker & Brenneman, P.C., attorney fees
23. Snelbaker & Brenneman, P.C., costs advanced:
a. Register of Wills, probate fee
b. Cumberland Law Journal, advertising Executor Notice
c. Patriot-News, advertising Executor Notice
24. Reserve for filing fees, accounting fees and other costs associated with
the administration of the Decedent's estate
TOTAL, PERSONAL TV, PRINCIPAL ACCOUNT, CREDITS:
PERSONAL TV . INCOME ACCOUNT
DEBITS
he Accountant charges himself with the receipt of the following
income from the investment of Personalty Principal:
1. Wilmington Trust Corp., dividend
TOTAL, PERSONALTY, INCOME ACCOUNT, DEBITS:
PERSONAL TV . INCOME ACCOUNT
CREDITS
he Accountant claims credit for the payment of the following items
from the Personalty Income Principal Account:
1. Citizens Bank, adjustment on accrued interest paid at closing
TOTAL, PERSONALTY, INCOME ACCOUNT, CREDITS:
REAL ESTATE. PRINCIPAL ACCOUNT
DEBITS
LAW OFFICES
SNELBAKER &
BRENNEMAN, P.C.
he Accountant charges himself with the receipt of Decedent's
Real Estate as follows:
TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, DEBITS:
Page 2
136.00
75.00
129.69
50.28
155.01
166.30
99.29
785.00
100.00
1,500.00
50.00
1,120.33
1,120.33
215.60
15.00
1,250.00
1.07
166.25
310.00
1,450.00
340.69
500.00
$ 11,457.93
$ 214.83
$ 214.83
$
$
0.30
0.30
$ NONE
$ NONE
LAW OFFICES
SNELBAKER Be
BRENNEMAN, P.C.
REAL ESTATE - PRINCIPAL ACCOUNT
CREDITS
The Accountant claims 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
he Accountant charges himself 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
he Accountant claims credit for the payment of the following items
from the Real Estate Income Account:
TOTAL, REAL ESTATE, INCOME ACCOUNT, CREDITS:
$ NONE
$ NONE
Page 3
PERSONAL TV:
PRINCIPAL ACCOUNT:
Debits
Credits
Balance
INCOME ACCOUNT:
Debits
Credits
Balance
TOTAL PERSONAL TV
REAL ESTATE:
PRINCIPAL ACCOUNT:
Debits
Credits
Balance
INCOME ACCOUNT:
Debits
Credits
Balance
TOTAL REAL ESTATE:
OTAl FOR DISTRIBUTION:
LAW OFFICES
SNELBAKER &
BRENNEMAN. P.C.
RECAPITULATION
Page 4
$ 41,032.05
$ 11,457.93
$ 29,574.12
$ 214.83
0.30
$ 214.53
$ 29,788.65
$ NONE
$ NONE
$ NONE
$ NONE
$ NONE
$ NONE
$ NONE
$ 29,788.65
LAW OFFICES
SNELBAKER &
BRENNEMAN, P.C.
STATEMENT OF PROPOSED DISTRIBUTION
Stephen H. Diehl, Executor and Accountant herein, proposes to
distribute the balance of the Estate of Jacqueline L. Diehl, Deceased, to wit:
$29,788.65 in accordance with the last Will and Testament of said Decedent
as follows:
1. Stephen H. Diehl
50% of residue as per Item 2A of Will
a. Wilmington Trust Corp., 341 shares common stock, In-Kind
b. Advance Distribution made 8/21/06
c. Cash
Michael S. Diehl
50% of reSidue as per Item 28 of Will
a. Wilmington Trust Corp., 341 shares common stock, In-Kind
b. Advance Distribution made 8/21/06
c. Cash
OTAl FOR DISTRIBUTION:
Page 5
14,516.37
300.00
77.96
14,516.37
300.00
77.95
14,894.33
14,894.32
29,788.65
LAW OFFICES
SNELBAKER &
BRENNEMAN, P.C.
.
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY
OF CUMBERLAND
Stephen H. Diehl. being duly sworn according to law deposes and says:
that he is the Executor of the Estate and under the Last Will and Testament of
Jacqueline L. Diehl, 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 his knowledge, information an' ~,
~7J 0.:-*
." Stephen H. ehl
Executor and Accountant
Sworn to and subscribed before me
thisao~ day of ~ 2007
~N"LLC.~k-)A ~l ~ ~ r<' ~ ~
~ Notary Public
COMMONWEALTH OF PENNSYLVANIA
Notarial Seal
Jel')nifer A. Bums, Notary Public
lIIechamcsburg 8oro, Cumberland County
My Commission Expires Nov. 9, 2008
Member, Pe'1nsy!vania Association of Notaries
Page 6