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Home My WebLink About06-11-07 REGISTER OF WILLS OF Pa. O.C. Rule 6.12 STATUS REPORT Cu~ b<zr\and COUNTY, PENNSYLVANIA Name of Decedent: Mbara ~. <Orim<J.5 Date of Death: 4l.2:..!eJ lobS File Number: zoos - 0044i_ Pursuant to Pa. O.C. Rule 6.12, 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: . . . . . . . . . . . . . . . . . . .. DYes ~ 2. lfthe answeris No, state when the personal representative reasonably believes that the administration will be complete: de. '\., ..~.. _.~ . . . 1k2.. c2t1'\aOn: ~dm' ~~ ~ 1Y\SlK) '5 AIA<1. \ I ZCXJ7 - ~ \V\r--awr-ova \ ~ "5 . 3. lfthe answer to No.1 is YES, state the following: a. Did the personal representative file a final' account with the Court? . . . . . .. 0 Yes 0 No 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? ................................ DYes DNo d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. (q \ B \ ZOOl G S1-\Z. G JL Date Signature of Person Filing this Form ~. . '! I I : -', ,';"- i: 1..'. Capacity: DPersonal Representative ~nsel G\<lY\ 12. Gra:-\\ Name of Person Filing this Form 5445 Mar~rc:z:,r GMtr Address T ~cl\aY1i'G1}Mrq \?a \10~ (1)1) -qO~-Oll5 Telepho";; Form RW-IO rev. 10.13.06 rJ APR a 0 2007 rl IN RE: ESTATE OF GRIMES BARBARA R ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 2005-00449 NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE Personal Representative: ANDERSON DEBORAH ANN Counsel for Personal Representative: GRELL GLEN ROBERT Date of Decedent's Death: 4/26/2005 Date of Delinquency Notice: The undersigned, Glenda Farner-Strasbaugh, Clerk of Orphans' Court, in accordance with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules was given on the above date and that the ten (10) day notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. ~~~ Date: 4/30/2007 Glenda Farner Strasbaugh Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Estate File A hearing is scheduled Julv 16. 2007 at HAM in Courtroom NO.2. If the Status Report is filed prio~~earing date, the hearing will automatically be cancelled. ( ., '.::~MV\ Eagar-if. Bayley, J. ~ IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: ESTATE OF BARBARA R. GRIMES Deceased. ) ) ) No. 21-05-0449 RECEIPT AND RELEASE AGREEMENT This Agreement is entered into this day of 2007, by and between Deborah A. Anderson, in her capacity as Executrix of the Estate of Barbara R. Grimes, Deceased ("Executrix"), and Deborah A. Anderson, individually, Richard D. Grimes, and Kathleen A. Yeakley, as residuary legatees of the Estate. BACKGROUND 1. Barbara R. Grimes, ("Decedent") died testate on April 26, 2005, a resident of Cumberland County, Pennsylvania 2. On May 17,2005, Decedent's Will dated November 7, 1986 was admitted to probate in the Register of Wills Office of Cumberland County, Pennsylvania, and Letters Testamentary were granted on May 17, 2005 to Deborah Ann Heishman n/k/a Deborah AnD Anderson, Executrix of the Decedent's Estate. 3. The Executrix has advertised the grant of Letters Testamentary, prepared and filed an Inventory of Decedent's property and prepared and filed a Pennsylvania Inheritance Tax Return, and paid the appropriate taxes thereon. A true copy of the Inheritance Tax Statement of Account from Pa. Department of Revenue is attached hereto as Exhibit A. 4. The Executrix has paid all taxes, debts and expenses of the Estate known to her, and she has no knowledge of any unpaid claims, absolute or contingent, which may be asserted against the Estate nor does she have any reason to believe there are any such claims. 5. An Accounting reflecting all estate receipts and disbursements is annexed hereto as Exhibit B. 6. The Executrix intends to make distribution of the assets of the estate as set forth in the Schedule of Distribution annexed hereto as Exhibit C. 7. Deborah A. Anderson, individually, Richard D. Grimes, and Kathleen A. Yeakley, as residuary legatees of the estate, desire that this Family Agreement make unnecessary the filing an accounting in the Orphans' Court Division of the Court of Common Pleas of Cumberland County. NOW THEREFORE, intending to be legally bound, the parties do hereby: 1. Waive the filing of an account of the administration of the estate in any court; 2. Declare that they have examined the attached Accounting and find it to be true and correct in all particulars; accept and approve it with the same force and effect as if a formal Account had been prepared and filed with, audited, adjudicated and confirmed absolutely by a court of competent jurisdiction; and as if the balance had been awarded by the Court; 3. Warrant that the beneficiaries named are the sole remaining parties in interest in the estate and entitled to receive the entire distribution thereof; 4. Warrant that the undersigned know of no outstanding and unsatisfied claims against the estate; 5. Approve the distribution of the assets of the Estate; KRLSDOCS_PGH#: 48S777vl 6. Absolutely and irrevocably release and discharge the Executrix, and her heirs, personal representatives, successors and assigns of and from any and all actions, liabilities, claims and demands relating in any way to her administration of the Estate and distribution without a court accounting and adjudication; 7. Agree to refund, indemnify and hold harmless, the Executrix, and her heirs, personal representatives, successors and assigns, from and against any claims, liabilities, loss or expense (including costs and counsel fees) arising from any cause whatsoever, which the Executrix may incur as a result of the administration of the Estate and its distribution in accordance with this agreement including, but not limited to, any liability for Pennsylvania Inheritance tax or any other death taxes, and any Federal or Pennsylvania income taxes, together with any interest and costs incidental thereto, relating in any way to the Estate and also including, but not limited to, any assets received or payments or distributions made by reason of any negligence or mistake of law or fact. 8. This agreement may be executed in one or more counterparts, each of which shall be deemed an original, and all such counterparts shall together constitute but one and the same agreement. IN WIlNESS WHEREOF, the Parties have hereunto set their hands and seals as of the date first above written. WITNESS: Deborah A. Anderson, Executrix of the Estate of Barbara R. Grimes Deborah A. Anderson, Individually KRLSDOCS_PGH#: 485777vl KRLSDOCS_PGH#: 485777vl Richard D. Grimes Kathleen A. Yeakley Estate of Barbara Grimes Check Ledger Check Number Payee Amount (A TM Withdrawal) Cash $ 1,000.00 972 B. Warner Catering $ 570.00 973 Bon-Ton $ 158.15 974 Sprint $ 34.00 975 Cingular $ 20.65 976 PPL Utilities $ 40.4 7 977 Register of Wills $ 380.00 978 Hoffman Roth Funeral Home $ 4,299.40 (Auto Withdrawal) Cumbo Valley Memorial Gardens $ 474.00 979 Bon-Ton $ 2.85 980 M & T Bank (Master Card) $ 106.33 981 Partial Distribution (below) 982 --Void-- --------- 983 G. Ebner & Associates $ 300.00 984 Sprint $ 59.31 985 PPL Utilities $ 33.52 986 987 York Waste Disposal $ 37.59 988 Sprint $ 24.03 989 Hartford Insurance $ 63.44 990 PPL Utilities $ 55.97 991 Register of Wills (Inh. Tax) $ 13,000.00 992 Partial Distribution (below) 993 Partial Distribution (below) 994 Sprint $ 26.37 995 Partial Distribution (below) 996 PPL Utilities $ 133.40 997 York Waste Disposal $ 65.88 998 York Waste Disposal $ 331.84 999 Partial Distribution (below) 1000 Debbie Anderson (Exec. Fee) $ 4,000.00 1001 H&R Block $ 160.00 1002 --Void-- ------------ 1003 Pa. Dept. of Revenue $ 1,159.90 1004 Recorder of Deeds $ 1,142.56 1005 1006 1007 1008 1009 1010 Partial Distribution (below) --Void-- --Void-- Partial Distribution (below) Partial Distribution (below) Cohick & Associates Total Expenses $ 140.00 $ 27,819.66 Partial Distributions Kathv Yeaklev: #981 #992 #999 #1009 Personal Prop. $10,000.00 $45,000.00 $30,000.00 $ 5,000.00 $ 1,000.00 (in-kind) $91,000.00 Total To Date Rick Grimes: #986 #993 #999 #1005 Personal Prop. $10,000.00 $45,000.00 $30,000.00 $ 5,000.00 $ 1,000.00 (in-kind) $91,000.00 Total To Date Debbie Anderson: #995 (to Eric) $ 8,700.00 House Equity (to Eric) $50,000.00 Value of Buick $12,000.00 #999 $19,300.00 #1008 $ 5,000.00 Personal Prop. $ 1,000.00 (in-kind) Total To Date $96,000.00 Receipts 4/21/2005 Opening Bank Balance $ 5,941.78 5/1/2005 Pension Distribution - Final Payment ------------------- ($1,006.13 pd. and returned) 5/1/2005 Social Security - Final Payment ------------------- ($644.00 pd. and returned) 5/18/2005 Member's First Money Market $ 85,128.65 5/25/2005 Miscellaneous Refunds TV Guide $ 44.16 Sentinel $ 96.59 6/28/2005 TCA Insurance Policy $ 16,855.08 6/14/2005 IRA Deposit $ 180.00 7/7/2005 IRA Deposit $ 180.00 8/5/2005 Sale Proceeds from House $ 108,707.10 8/5/2005 IRA Distribution $ 35,581.17 8/20/2005 Auction Proceeds $ 445.55 9/1/2005 Refund of Homeowners Insurance $ 51.50 9/17/2005 Refund of Car Insurance $ 259.00 1 0/05/2005 Refund of Sprint Bill $ 4.01 10/15/2005 Savings Bond Redemption $ 71.00 12/27/2005 Refund - AARP $ 10.00 12/27/2005 Refund -AARP $ 3.17 5/10/2006 Federal Income Tax Refund $ 120.00 Total Receipts $ 253,378.76 ASSETS Receipts per above Schedule Additional Value of Real Estate (Credit on HUD-1) Value of Buick (Distributed in-kind) Value of Misc. Personal Property (in-kind) Cash (From A TM Withdrawals) Pa. Inheritance Tax Refund Total $ 253,378.76 $ 50,000.00 $ 12.000.00 $ 3,000.00 $ 771.00 $ 1.593.09 $ 320,742.85 Disbursements Expenses per above Schedule $ 27,819.66 Partial Distributions: Yeakley $ 91,000.00 Grimes $ 91,000.00 Anderson $ 96.000.00 Total $ 305,819.66 Assets and Receipts Disbursements Checks Due: Kathy Yeakley Rick Grimes Glen R. Grell, Esq. Distribution upon Final Approval Kathy Yeakley Rick Grimes Debbie Anderson Reconciliation Total $ 320,742.85 $ 305.819.66 $ 14,923.19 $ 5,000.00 $ 5,000.00 $ 4.000.00 $ 14.000.00 Balance $ 923.19 Total $ $ $ $ 923.19 307.73 307.73 307.73