HomeMy WebLinkAbout05-17-07 (3)
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RECEIPT AND RELEASE
WHEREAS, Jeannette I. Hertzler, late of Mechanicsburg
Borough, County of Cumberland and Commonwealth of Pennsylvania,
died on March 30, 2006, having first made her Last Will and
Testament in writing probated before the Register of Wills of
said Cumberland County on April 11, 2006, and Letters
Testamentary were issued on the same date to Rose M. Levosky,
Executrix, named in the Last Will and Testament of said Decedent;
and
WHEREAS, said Executrix has entered upon and completed her
administration of said Decedent's Estate as set forth in her
First and Final Account attached hereto, and intends to
distribute the net balance of the assets of said Estate to the
person 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 I, Rose M. Levosky,
being the principal legatee and distribute named in the Will of
said Decedent and the person entitled to share in the residuary
distribution of the Estate of said Decedent, do hereby declare
and say that I have examined the attached Account and St~tement
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of Proposed Distribution, and find the same to b~:fi,"tue afi{j
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un '-. .) .
correct, and in strict accordance wi th the terms ~!J~Ipro.;v..isions::
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LAW OFFICES
SNELBAKER &
BRENNEMAN, P.C.
1
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of said Will, and I do hereby acknowledge that I this day have,
had and received of and from Rose M. Levosky, Executrix of the
Estate of Jeannette I. Hertzler, the cash, personalty and/or real
estate set opposite my name 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 me, by any means whatsoever, for or on account
of my full share, part or dividend of the Estate of Jeannette I.
Hertzler, Deceased.
NOW, THEREFORE, I the said Rose M. Levosky, do by these
presents, remise, release, quit-claim and forever discharge the
said Rose M. Levosky, her heirs, executors and administrators, of
and from my 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
Executrix, as shown by said Account, distributed by the Court of
Common Pleas of Cumberland County - Orphans' Court Division, I do
hereby agree that the foregoing Account and Statement concerning
LAW OFFICES
SNELBAKER &
BRENNEMAN, P.C.
2
the matter of settlement may be recorded with the same effect
upon me 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 Common Pleas - Orphans' Court
Division.
AND in consideration of the aforesaid settlement being made
without the aid of such Court of Common Pleas - Orphans' Court
Division, that I, the said Rose M. Levosky, 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 I will return to the
said Executrix such amounts thereof as may be necessary to pay
such debts or demands.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
this !oJ./l day of ~.~, 2007.
WITNESSED BY:
~&.~
~1h.~
ose M. Levosky
( SEAL)
LAW OFFICES
SNELBAKER &
BRENNEMAN, P.C.
3
LAW OFFICES
SNELBAKER &
BRENNEMAN. P.C.
COMMONWEALTH OF PENNSYLVANIA)
SSe
COUNTY
OF
CUMBERLAND)
On this the 'Ol-h day of
tf\~
2007, before me, a
Notary Public in and for said State and County, the undersigned
officer, personally appeared Rose M. Levosky, 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.
~t:.~
Notary Public
COMMONW L TH Of. PENNSYLVANIA
NotarfaI~SeaI
Sandra K Show8t'I. ~ Pt.tblc
MedwUcsburg Boro. QUi"j'-!d County
My CommissIon ~.... 22. 2007
Member, Pennsylvania AdOCJMlon OfNataItH
4
ESTATE NO. 21-06-0322
FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED
DISTRIBUTION OF AND BY ROSE M. LEVOSKY, EXECUTRIX
OF THE ESTATE AND UNDER THE LAST WILL AND TESTAMENT
OF JEANNETTE I. HERTZLER, DECEASED, LATE OF MECHANICSBURG
BOROUGH, CUMBERLAND COUNTY, PENNSYLVANIA
Rose M. Levosky, Executrix as aforesaid and Accountant herein,
avers as follows:
DATE OF DECEDENT'S DEATH:
DATE LETTERS TESTAMENTARY ISSUED:
March 30, 2006
April 11, 2006
DATES EXECUTOR NOTICE ADVERTISED:
Cumberland Law Journal
Patriot-News
April 28, May 5, 12, 2006
April 19, 26, May 3,2006
FIRST AND FINAL ACCOUNT
PERSONAL TV - PRINCIPAL ACCOUNT
DEBITS
he Accountant charges herself with the receipt of the following items of
Decedent's Personalty valued as of the date of Decedent's death:
1. 1990 Chevrolet Lumina Sedan,Ke~t~ Blue Book value
2. Capital Blue Cross, refund unused premium
, 3. Donega~lnsurance Compan)',,, refu,6rl unused premium
4. Housenold goods, sold atpub'lic'~:uj'Cilon
5. Patriot-News, refund unused newspaper subscription
6. Pennsylvania State Bank, Money Market account #21403019
7. PNC Bank, N.A., Certificate of Deposit $31800261650
8. PNC Bank, N.A., Checking account #5080487746
9. PNC Bank, N.A., Savings account #5030122159
10. Safeco, refund unused premium on auto insurance
11. Sovereign Bank, Money Market account #1681733358
12. United States Treasury, refund due on 2005 individual taxes
13. Commonwealth of Pennsylvania, refund on Inheritance tax
14. Federal Express, retirement pension
15. Verizon, refund overpayment on account
TOTAL, PERSONAL TV, PRINCIPAL ACCOUNT, DEBITS:
PERSONALTY - PRINCIPAL ACCOUNT
CREDITS
LAW OFFICES
SNELBAKER Be
3RENNEMAN. P.C.
he Accountant claims credit for the payment of the following items from
Decedent's Personalty Account:
1. Snelbaker & Brenneman, reimburse for probate fees
2. Barry L. Heckard, Sr., Tax Collector, personal income tax
3. Holy Spirit Laboratory, UPS charges to send medical slides
4. Myers Funeral Home, Inc., funeral services
Page 1
$ 525.00
409.20
190.00
3,044.25
179.50
87,893.21
51,650.98
2,121.01
29,553.25
34.77
43,718.19
94.00
118.42
145.00
14.95
$ 219,691.73
$ 360.00
9.80
25.00
8,570.00
5. Verizon, phone service
6. Federal Express, return pension payment received in error
7. Gingrich Memorials, grave marker
8. Register of Wills, Agent, estimated Inheritance Tax payment
9. Register of Wills, Agent, Inheritance Tax
10. Register of Wills, filing fee for Inheritance Tax
11. Bricker's Auction, commission on sale of household goods
12. PNC Bank, checking account #5080487746, check number 623
and check number 625, written by Decedent
13. Snelbaker & Brenneman, attorney services
14. Snelbaker & Brenneman, costs advanced:
a. Cumberland Law Journal, advertising Executrix notice
b. Patriot-News, advertising Executrix notice
c. Register of Wills, short certificates
d. Vital Records, death certificate for Emma Hertzler
15. Reserve for filing fees, accounting costs and other miscellaneous
fees associated with the administration of the Decedent's estate
TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, CREDITS:
75.00
129.69
20.00
9.00
PERSONAL TV -INCOME ACCOUNT
DEBITS
he Accountant charges herself with the receipt of the following
income from the investment of Personalty Principal:
1. Orrstown Bank, estate checking account, interest
2. Pennsylvania State Bank, Money Market, account #21403019, interest
3. Integrity Bank, Certificate of Deposit#1004874, interest
4. PNC Bank, N.A., Certificate of Deposit, account #31800261650, interest
5. PNC Bank, N.A., Savings, account #5030122159, interest
6. PNC Bank, checking account, #5080487746, interest
7. PNC Bank, Certificate of Deposit, account #3800102402, interest
8. Sovereign Bank, Certificate of Deposit, account #1681733358, interest
9. Pennsylvania State Bank, Certificate of Deposit, account #9150005263, interest
TOTAL, PERSONALTY, INCOME ACCOUNT, DEBITS:
PERSONALTY - INCOME ACCOUNT
CREDITS
he Accountant claims credit for the payment of the following items
from the Personalty Principal Account:
TOTAL, PERSONALTY, INCOME ACCOUNT, CREDITS:
REAL ESTATE - PRINCIPAL ACCOUNT
DEBITS
LAW OFFICES
SNELBAKER Be:
3RENNEMAN. P.C.
he Accountant charges herself with the receipt of Decedent's
Real Estate as follows:
1. Property located at 492 Glenn Street, Boro of Mechanicsburg
Cumberland County, Pennsylvania, sale value
2. Adjustment made at settlement for City taxes
3. Borough of Mechanicsburg, refund on sewer/refuse
TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, DEBITS:
Page 2
21.66
145.00
870.00
45,000.00
1,335.34
15.00
2,400.00
1,132.59
11,685.33
233.69
1,000.00
$ 72,803.41
$ 118.65
920.84
2,933.50
386.99
64.55
0.04
604.01
247.73
1,406.66
$ 6,682.97
$ NONE
$ NONE
$ 78,000.00
107.16
35.00
$ 78,142.16
REAL ESTATE - PRINCIPAL ACCOUNT
CREDITS
The Accountant claims credit for the payment of the following
items from Real Estate Principal Account:
1. Settlement charges associated with sale of property
a. Transfer Tax
b . Tax certification
c. School Tax
d. Sewer charges
2. United Water Pennsylvania, water service
3. Borough of Mechanicsburg, sewer/refuse service
4. PPL Electric, electric service
5. Barry L. Heckard, Sr., Tax Collector, real estate taxes
6. RSR Appraisers & Analysts, appraisal fee
7. Skip's Hauling Service, trash removal from property
TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, CREDITS:
$ 800.72
780.00
5.00
10.06
5.66
35.69
86.80
92.95
219.74
300.00
350.00
$ 1,885.90
REAL ESTATE -INCOME ACCOUNT
DEBITS
he Accountant charges herself 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
LAW OFFICES
SNELBAKER &
3RENNEMAN. P.C.
Page 3
RECAPITULATION
PERSONAL TV:
PRINCIPAL ACCOUNT:
Debits $ 219,691.73
Credits $ 72,803.41
Balance $ 146,888.32
INCOME ACCOUNT:
Debits $ 6,682.97
Credits $ NONE
Balance $ 6,682.97
TOTAL PERSONALTY $ 153,571.29
REAL ESTATE:
PRINCIPAL ACCOUNT:
Debits $ 78,142.16
Credits $ 1,885.90
Balance $ 76,256.26
INCOME ACCOUNT:
Debits $ NONE
Credits $ NONE
Balance $ NONE
TOTAL REAL ESTATE: 76,256.26
TOTAL FOR DISTRIBUTION: $ 229,827.55
LAW OFFICES
SNELBAKER &
IRENNEMAN. P.C.
Page 4
LAW OFFICES
SNELBAKER &
~ENNEMAN. P.C.
STATEMENT OF PROPOSED DISTRIBUTION
Rose M. Levosky, Executrix and Accountant herein, proposes to
istribute the balance of the Estate of Jeannette I. Hertzler, Deceased, to wit:
229,827.55 in accordance with the Last Will and Testament of said Decedent
s follows:
1. Rose M. Levosky
100% of residue per item Second of Will
Cash
1990 Chevrolet Lumina Sedan, In-Kind
$ 229,302.55
$ 525.00
OTAL FOR DISTRIBUTION:
Page 5
$ 229,827.55
$ 229,827.55
, .
LAW OFFICES
3NELBAKER &
ENNEMAN, P.C.
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY
OF CUMBERLAND
Rose M. Levosky, being duly sworn according to law deposes and says:
that she is the Executrix of the Estate and under the Last Will and Testament of
Jeannette I. Hertzler, 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.
~ ~ . ~~ ~4RL'
Rose M. Levosky
Executrix and Accountant
Sworn to and subscribed before me
this {~ day of 1110U7 2007
~adA ~gk~
Notary Public
COMMONWEALTH OF PENNSYLVANIA
Notarial Seal
Sandra K. ShowerS. Notary PubIlc
Medlanicsburg Boro, cumbertand County
My CommIssiOn Cypires Nov. 22. 200~ .
Member. Pennsylvania Association OfNotedes
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