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HomeMy WebLinkAbout99-1137 \ 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 9 ~ C'"') sS! Capacity: 0 Personal Representative QO Counsel Jerry A. Weigle, Esquire Name of Person Filing this Form 1-_ [j': Q- --'; " Ll._ r~O; > ;;-(.~<,~ . CC ~j) Lu;: _i"'~"'r U ::r:' ! 0..:: ' E52. U ~- Q:: WEIGLE & ASSOCIATES,P.C. Amue~ 126 East King Street Shippensburg, PA 17257 Q;) I ~ "'CC "- c:::, ~ 717-532-7388 Telephone Form RW-10 rev, 10.13.06 ESTATE OF LARRY R. GUTSHALL File No. 21-99-1137 o ~o ]~~ .(!)~ '"'" c:::;:) c::::l -..I FAMILY SETTLEMENT AGREEMENT ~ THIS AGREEMENT made this 27- day of ~ 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 . . 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 ------- ------- 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 --- ------- --- ------- 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 ----------- ----------- .' 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-- . . 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 --- ------- --- ------- - ~ - - - -- 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. ~.)! ):~ 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