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Pa. D.C. Rule 6.12 STATUS REPORT
REGISTER OF WILLS OF CUMBERLAND
COUNTY, PENNSYL V ANlA
Name of Decedent:
Larry R. Gutshall
Date of Death: . November 7, 1999
File Number:
21-99-1137
Pursuant to Pa. D.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: . . . . . . . . . . . . . . . . . . .. at) Yes 0 No
2. lfthe answer is No, state when the personal representative
reasonably believes that the administration will be complete:
3. lfthe answer to No.1 is YES, state the following:
a. Did the personal representa~i."eJile a final account with the Court? . . . . . .. 0 Yes I!l 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? ............................... III Yes I:) No
d. Copies of receipts, releases, joinders and approvals of forrilal or informal accounts may be
filed with the Clerk of the Orphans' Court and may be attached to this report.
Date
f - -; -07
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Capacity: 0 Personal Representative QO Counsel
Jerry A. Weigle, Esquire
Name of Person Filing this Form
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WEIGLE & ASSOCIATES,P.C.
Amue~ 126 East King Street
Shippensburg, PA 17257
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717-532-7388
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Form RW-10 rev, 10.13.06
ESTATE OF LARRY R. GUTSHALL
File No. 21-99-1137
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FAMILY SETTLEMENT AGREEMENT
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THIS AGREEMENT made this 27- day of
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the heirs-at-Iaw of Larry R. Gutshall, late of Southampton Township, Cumberland
County, Pennsylvania,
AND
ROBERT F. GUTSHALL, Administrator of the Estate of Larry R. Gutshall,
deceased.
WHEREAS, Larry R. Gutshall died November 7, 1999, intestate; and
WHEREAS, Letters of Administration were granted to Robert F. Gutshall on
November 19, 1999, by the Register of Wills of Cumberland County, Pennsylvania; and
WHEREAS, all assets of the late Larry R. Gutshall have been liquidated or
distributed and all his debts paid in full, and further the period of four months having
been terminated since the first advertisement of the issuance of Letters to the said
Administrator, the said parties hereto desire to waive the duty of the Administrator to
file a First and
Final Account with Proposed Schedule of Distribution -for
purposes of confirmation by the Court of Common Pleas of Cumberland County,
Orphan's Court Division, AND FURTHER desire that a Family Settlement
Agreement be executed, which Family Settlement Agreement will be duly recorded
among the deed records in and for Cumberland County.
WEIGLE & ASSOCIATES, P.c. - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG. PA 17257-1 97
, I
, .
NOW, THEREFORE, WITNESSETH, that the parties hereto, in
consideration of the premises above stated, and of the Accounting and Proposed Schedule
of Distribution attached hereto and made a part hereof, and the receipt of their
distributive shares as therein shown, do bind themselves to the said Distribution and
Accounting as set forth and further mutually release Robert F. Gutshall, Administrator,
from all claims and demands whatsoever arising out of settlement of the Estate of Larry
R. Gutshall.
The parties hereto do further agree that should any liability come due to the estate
of the said decedent after the signing of this agreement, they do hereby covenant and
agree with the aforesaid personal representative that they will contribute pro rata their
share of the estate to satisfy any and all claims, demands, suits, or causes of action which
may be successfully prosecuted against the said estate or the aforesaid personal
representative after the signing, sealing and delivery of this family settlement agreement
and final release.
IN WITNESS WHEREOF, the parties have hereunto set their hands and seals the
day and year first above written.
WITNESS:
-1oi0 )~~~
Tami M. Gutshall Dillon
~~ ~ ~.~
Eric F. Gutshall -
(SEAL)
WEIGLE & ASSOCIATES. P.c. - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG. PA 17257-1 97
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c..o rVH'" 0 /VW ~A L.,.. \1 0 F fEN'" .3, LV rl1 fJ IA
STATE OF ILLINOIS
SS
COUNTY OF Q(AI'V\f>~,LLA.vP
On this, the 2?~ day of 9-~
, 2007, before me, a Notary
Public in and for said County and State, the undersigned officer, personally appeared
TAMI M. GUTSHALL DILLON, 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.
~ J( K~
(SEAL)
a a
Unda K. Klein, Notary Public
Shlppensburg, PA Cumberland County
Commission Ex Ires A ust 15, 2008
COMMONWEALTH OF PENNSYL VANIA
SS
COUNTY OF CUMBERLAND
On this, the zr; ~ day of ~
, 2007, before me, a Notary
Public in and for said County and State, the undersigned officer, personally appeared
ERIC F. GUTSHALL, 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.
~)~)~
(SEAL)
WEIGLE & ASSOCIATES. Pc. - ATTORNEYS AT LAW - 126
Notaria eal
Unda K. Klein, Notary Public
Shlppensburg, PA Cumberland County
i' ir
17257-1 97
ADMINISTRATOR'S ACCOUNT
FIRST AND FINAL ACCOUNT OF
ROBERT F. GUTSHALL, ADMINISTRATOR
FOR
ESTATE OF LARRY R. GUTSHALL, DECEASED
Date of Death:
Date of Administrator's Appointment:
Dates of Advertisement of Letters:
Cumberland Law Journal
The News-Chronicle
November 7, 1999
November 19, 1999
Accounting for the Period:
December 3,10,17,1999
November 29,
December 6, 13, 1999
November 19, 1999, to
June 20, 2007
Purpose of Account: Robert F. Gutshall, Administrator, offers this account to acquaint
interested parties with the transactions that have occurred during his administration.
The account also indicates the proposed distribution of the estate.
It is important that the account be carefully examined. Requests for additional
information or questions or objections can be discussed with:
Jerry A. Weigle, Esquire
Weigle & Associates, P.C.
126 East King Street
Shippensburg, P A 17257
717-532-7388
WEIGLE & ASSOCIATES. P.c. - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG. PA 17257-1 97
SlMv1ARY OF ACCOUNT
Estate of I.an:y R. Gutshall
For Period 11/07/99 Through 6/20/07
Page
Proposed Distribution to Beneficiaries
11
Principal
Receipts
Net Gain (or Loss) on sales or
other Dispositions
other Receipts
1-2
less Dish..1rsements:
Administration Expenses (Prin)
Fees and Carmissions (Prin)
F\mera1 Expenses (Prin)
other Expenses (Prin)
3
3
4
4-6
$ 3,424.78
7,168.75
5,466.71
12,354.40
Balance before Distributions
Distributions to Beneficiaries
7
Principal Balance on Hand
8
Incane
Receipts
less Disbursements:
Incane Taxes
9
10
Balance before Distributions
Distributions to Beneficiaries
Incane Balance on Hand
canbined Balance on Hand
,956.82
,037.52
0.00
0.00
$6 ,037.52
2 ,414.64
$4 ,622.88
3 ,000.00
$1 ,622.88
$ 343.06
9.12
$ 333.94
0.00
$ 333.94
$1 ,956.82
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RECEIPrS OF PRmCIPAL
Estate of Larry R. Gutshall
As of 6/20/07
Assets Listed in Inventory
(Valued as of date of death)
Checking Accounts
Orrstown Bank Checking Account #543942
IEposit in transit at date of death
Residences
Real Estate at 506 SOUth Fayette Street,
ShippensbuJ:g, Soutbarrpton Township,
CUmberland County, PA - sold 05/31/00
Household Goods & Fumishings
Proceeds of sale of personal property at
appraised values
Mise. Personal Property
1990 Chevrolet I.unina - proceeds of sale
12/30/99
1980 Oldsrrobile CUtlass - proceeds of sale
12/30/99
Refunds
SUburban Cable - refund at cancellation of
service received 3/13/00
PA Blue Shield - benefit check received
3/21/00
PA Blue Shield - benefit check received
05/03/00
Proration of County Real Estate Taxes at real
estate settlement 05/31/00
Proration of School Real Estate Tepees at real
estate settlement 05/31/00
$ 3,509.46
476.46
$ 1,500.00
200.00
$
12.10
34.00
488.80
140.45
85.25
Page 1
$ ,985.92
5 ,500.00
,245.00
,700.00
Assets Listed in Invento:ry
(Valued as of date of death)
RECEIPTS OF PRINCIPAL
Estate of !.any R. Gutshall
As of 6/20/07
PA Deparbnent of Revenue - Haneowner IS
Century Tax Reba.te received 10/23/00
Miscellaneous Property
SKF final pension benefit received 11/30/99
'IOl'1U.J lNJENIORY
$
100.00
Page 2
$ 860.60
746.00
$ 6 ,037.52
--- -------
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DISBURSEMENTS OF PRINCIPAL
Estate of I..an:y R. Gutshall
For Period 11/07/99 Through 6/20/07
Administration Expenses (Prin)
11/24/99 Register of Wills, CUmberland County -
Letters of Administration and Short
Certificates
11/24/99 Cumberland Law Joun:al - advertising letters
of Administration
12/02/99 News Chronicle - advertising Letters of
Administration
12/14/99 Dermis R. Gotshall, Auctioneer - appraisal of
personal property
06/16/00 Register of wills, CUmberland County - filing
PA Inheritance Tax RetUIIl
06/16/00 Register of wills, CUmberland COUnty - PA
Inheritance Tax
05/17/07 H. Anthony Adams, Esquire - fee for securing
rrortgage satisfaction
05/17/07 Recorder of Deeds, Cumberland County -
recording rrortgage satisfaction
06/07/07 Weigle & Associates, P. C. - reserve for
filing Family Settlement Agreanent with
Register of wills, Cumberland County
06/07/07 Weigle & Associates, P. C. - reimbursement for
postage, xerox copies, and long distance
telephone calls
06/07/07 Linda K. Klein - notcu:y fee
Fees and Ccmnissions (Prin)
06/16/00 Robert F. Gutshall - Administrator's
Ccmnission
06/16/00 Weigle, Perkins & Asscx:iates - Attomey Fee
06/20/07 Weigle & Associates, P.C. - additional fee
for securing release of rrortgage (2000 -
2007)
$ 140.00
60.00
58.61
30.00
15.00
2,679.82
300.00
30.50
75.00
25.85
10.00
$ 3,446.87
3,446.88
275.00
Page 3
$ 3,424.78
,168.75
, .
DISBURSEMENTS OF PRmCIPAL
Estate of I..ar:ry R. Gutshall
For Period 11/07/99 Through 6/20/07
Funeral Expenses (Prin)
11/24/99 Spring Hill Cernet~ Association - grave
opening
$
375.00
11/24/99 Crider Meats, Inc. - funeral reception
06/03/00 Fogelsanger-Bricker Funeral Hone
109.21
4,982.50
other Expenses (Prin)
11/24/99 Kendall's Tree Service - 10/25/99 invoice
$ 225.00
21.83
20.00
114.18
15.00
34.00
1,405.50
66.94
24.00
114.18
49.33
291.00
655.00
16.40
180.00
63.32
2,206.14
11/24/99 GPO Enevgy - 11/8/99 billing
11/24/99 Brenda Martin - cleaning
11/24/99 Orrstown Bank - December car loan payment
11/24/99 CPO 2 Billing Genter - 10/31/99 statement
11/24/99 Ch3mbersburg Gastroenterology Associates -
11/16/99
11/24/99 cumberland Valley EMS - 11/15/99 invoice
11/30/99 PPG Gas, Inc. - 11/16/99 billing
12/06/99 CFJMA - November sewer
12/15/99 Orrstown Bank - January car loan payment
12/15/99 Progressive - auto insurance premium
12/15/99 CHS Medical Oncology - 12/7/99 statement
12/15/99 Symphony Mbbilex - 11/16/99 statement
12/15/99 GPO EneDgy - 12/8/99 billing
12/20/99 william Pierce - 12/15/99 invoice for repair
w::>rk prior to date of death
12/28/99 PPG Gas, Inc. - 12/17/99 billing
12/30/99 Orrstown Bank - payoff of car loan
Page 4
$ 5,466.71
DISBURSEMENTS OF PRINCIPAL
Estate of I..arry R. Gutshall
For Period 11/07/99 Through 6/20/07
01/06/00 CFJMA - December sewer
01/06/00 M:Cune Lumber Carpany - 12/31/99 statanent
01/10/00 Borough of Shippensburg - quarterly water
01/29/00 PPG Gas, Inc. - 1/20/00 billing
01/29/00 GPO Eneugy - 1/10/00 billing
02/01/00 CFJMA - JarnJary sew:r
02/21/00 USF&G - hareowner's premium
02/22/00 Internal Revenue Service - 1999 1040 final
federal incane tax balance due
02/28/00 PPG Gas, Inc. - 2/17/00 billing
02/28/00 Quirico Magbojos, M.D. - final statement
03/02/00 CFJMA - Febroary sew:r
03/08/00 Rehab Medicine Associates - final billing
03/20/00 GPO Eneugy - 3/9/00 billing
03/30/00 PPG Gas, Inc. - 3/21/00 billing
04/03/00 Borough of Shippensburg - quarterly water
04/04/00 CFJMA - Mardh sewer
04/19/00 GPO Energy - 4/11/00 billing
04/28/00 CFJMA - April sewer
05/03/00 PPL Gas Utilities - 04/20/00 statement
05/16/00 GPO Energy - 05/09/00 billing
05/31/00 Real Estate Settlement Expenses including
realtor's commission ($3,570.00), notary fee
($4.00), 1% realty transfer tax ($595.00),
final water billing ($40.86), and 2000 County
real estate taxes ($153.95)
06/09/00 GPO Energy - 05/31/00 final billing
. .
Page 5
$ 24.00
251.28
40.16
96.61
12.30
24.00
149.20
174.00
98.71
511.00
24.00
50.00
27.67
77.97
31.29
24.00
11.04
24.00
48.45
8.22
4,363.81
5.22
DISBURSEMENTS OF PRINCIPAL
Estate of I..an:y R. Gutshall
For Period 11/07/99 Through 6/20/07
06/26/00 CFJMA - May sewer
07/05/00 PPL Gas Utilities - 05/19/00 statement
07/25/00 Chamberlin's Pest Cbntrol
07/29/00 Pleasant Hall Fire Department - ambulance
service 11/01/99
'IDI'AL DISBURSEMENTS OF PRINCIP~
$
24.00
33.59
107.06
611.00
o{- .'
Page 6
$ 2,354.40
$ 8,414.64
To: Tami M. Gutshall
Cash
2/28/01 Cash
To: Eric F. Gutshall
Cash
2/28/01 Cash
..
DIS'IRIBUI'IONS OF PRINCIPAL TO BENEFICIARIES
Estate of Larry R. Gutshall
For Period 11/07/99 Through 6/20/07
Page 7
$ 1 ,000.00
1 ,000.00
$ 3 ,000.00
'IOI'AL DISTRIBUITCNS OF PRINCIPAL TO BENEFICIARIES
--- -------
--- -------
PRJNCIPAL BAlANCE CN HAND
Estate of !.any R. Gutshall
As of 6/20/07
Checking AcCOlIDts
Orrstown Bank Estate Checking AcCOlIDt
#102-000005
less: In.cane balance on hand
PRINCIPAL BAlANCE CN HAND
OJ:rrent
Value
$ 10,956.82
$ 10,956.82
333.94
$ 10,622.88
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-----------
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Page 8
,956.82
,956.82
333.94
,622.88
Interest
RECEIPTS OF INCCME
Estate of Larry R. Gutshall
For Period 11/07/99 Through 6/20/07
O:rrstown Bank Estate Checking
12/26/99 interest
01/25/00 interest
02/27/00 interest
03/26/00 interest
04/25/00 interest
OS/25/00 interest
06/25/00 interest
07/25/00 interest
08/27/00 interest
09/25/00 interest
10/25/00 interest
11/26/00 interest
12/25/00 interest
12/31/01 2001 interest
12/31/02 2002 interest
12/31/03 2003 interest
12/31/04 2004 interest
12/31/05 2005 interest
04/06/06 2006 interest
Total Interest
TOI'AL RECEIPI'S OF INCCME
$ 2.38
2.33
1.90
0.91
0.82
0.98
40.44
37.94
38.49
33.02
33.63
33.50
30.39
78.20
3.45
2.07
1.29
1.03
0.29
-----------
343.06
r--
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Page 9
$
$
343.06
343.06
- ---------
- ---------
DISBURSEMENTS OF INct:ME
Estate of Larry R. Gutshall
For Period 11/07/99 Through 6/20/07
Incane Taxes
02/22/01 PA repartment of Revenue - 2000 PA41
fiduciary incane tax
01/29/02 PA Department of Revenue - 2001 PA41
fiduciary incane tax
'romL DISBURSEMENTS OF llio::ME
$
7.12
2.00
.-
Page 10
$ 9.12
$
9.12
-- --------
-- --------
... ca.
PROrosED DISTRIBUITrnS 'IO BENEFICIARIES
Estate of Larry R. Gutshall
For Period 11/07/99 Through 6/20/07
Page 11
To: Tami M. Gutshall
Cash
6/20/07 '!he beneficiary will receive a 50% interest in the
estate I s residue, representing a portion of the
following assets:
Cash
$ ,478.41
Total
$ ,478 .41
To: Eric F. Gutshall
Cash
6/20/07 '!he beneficiary will receive a 50% interest in the
estate I s residue, representing a portion of the
following assets:
Cash
,478.41
Total
'IOrAL PROrosED DISIRIBUITrns 'IO BENEFICIARIES
$ ,478.41
$ 1 ,956.82
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- ~ - - - -- T -- _... -
..- ....
ROBERT F. GUTSHALL, Administrator of the Estate of Larry R. Gutshall,
deceased, hereby declares under oath (penalties of perjury) that he has fully and faithfully
discharged the duties of his office; that the foregoing First and Final Account is true and
correct and fully discloses all significant transactions occurring during the accounting
period; that all known claims against the estate have been paid in full; that, to his
knowledge, there are no claims now outstanding against the estate; and that all taxes
presently due from the estate have been paid.
':Z~1i~
Robert F. Gutshal , Administrator
Subscribed and sworn to by
ROBERT F. GUTSHALL, before
me this .2 7 ~ day of
9~ ,2007.
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ot8a
Unda K. Klein, Notary Public
Shippensburg, PA Cumberiand County
M Commission ires Au ust 15, 2008
WEIGLE & ASSOCIATES, P.c. - ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG. PA 17257-1397