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Home My WebLink About08-20-07 Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: Frank J. Fiscella Date of Death: 03/04/2006 File Number: 21-06-0493 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: 00 Yes 0 No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to NO.1 is YES, state the following: a. Did the personal representative file a final account with the Court? DYes 00 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? 00 Yes 0 No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of Orphans' Court and may be attached to this report. Date 08/17/2007 00 Counsel Marielle F Hazen ,- J..\ CY) Name of Person Filing this Form \ Brie:J ~~&~~\AdBO 2000 Linglestown Road, Suite 202 - :\0 I:~:l J Address 02 8fW U1fllHarrisburg, PA 17110 \ \ .."\ 1.\ d c., f City, State. Zip 717 -540-4332 Form RW.10 Rev. 10-13,2006 Telephone :Sc..c".:C 96pyright (c) 2006 form software only The Lad<ner Group, Inc. ~ FAMILY SETTLEMENT AGREEMENT AND FINAL RELEASE IN THE ESTATE AND TRUST OF FRANK J. FISCELLA, DECEASED KNOW ALL MEN BY THESE PRESENTS, that WHEREAS Frank J. Fiscella, late of Shiremanstown, Cumberland County, Pennsylvania, deceased, died testate on March 4, 2006, having first made his Last Will and Testament and the Frank J. Fiscella Revocable Trust Agreement which were both duly executed on September 23, 1994; WHEREAS, Frank J. Fiscella,by the aforesaid Last \ViR and Testa..'Uent, named Deborah Ann Fiscella as Executrix of his Last Will and Testament and by the aforesaid Revocable Trust Agreement, named Deborah Ann Fiscella as Trustee of his Revocable Trust Agreement; WHEREAS, the Personal Representative has gathered the assets of the estate of the decedent, and the assets consist of personal property to a total value of $6,668.00 as set forth in Exhibit A, which is a statement of account of the said Personal Representativ~ and whi@ is s'" 0 -.J :u '2:..... "'"~ c: attached hereto and made a part hereof and marked Exhibit A; -'>' P (i) I"n r,) WHEREAS, the Trustee has gathered the amounts of the Trust of the dec~:ue~, ancTthe "< '>:) i; ~~..J I I - assets consist of real and personal property to a total value of$360,210.86 as setI9~ in ENWbit . .-j _L.:> A, which is a statement of account of the said Trustee, and which is attached hereto and m&re a part hereof and marked Exhibit A; WHEREAS, the balance for distribution as shown in the statement marked Exhibit A has been distributed as herein indicated in accordance with the terms of the Last Will and Testament and Revocable Trust Agreement of the decedent; NOW, THEREFORE, KNOW YE, that we, Christine Carol Tebbano, John Anthony Fiscella, and Deborah Ann Fiscella being the beneficiaries and heirs of the decedent, and being those persons entitled to inherit under the Last Will and Testament and Revocable Trust ~ Agreement, do hereby acknowledge that we have this day had and received from the Trustee/Personal Representative, in full satisfaction and payment, all sum or sums of money, legacies, bequests and devices as are given, devised and bequeathed to us, which amounts we have received this day, and which amounts are set opposite our names in the table and schedule of distribution in the statement attached hereto and marked Exhibit A; AND, we do hereby stipulate that in order to avoid the expense and time involved in the filing of a formal account and schedule of distribution, we agree that no account is necessary; and we do hereby consent to distribution being made without the filing of an account and schedule of distribution, the same to be with the same force and effect as if it had been filed and confirmed by the Orphans' Court Division of the Court of Common Pleas, Cumberland County. THEREFORE, we and each of us do hereby remise, release, quit claim and forever discharge the Trustee/Personal Representative, Deborah Ann Fiscella and Marielle F. Hazen, Esquire, their heirs, executors, administrators and assigns, of and from the estate and/or trust and from all actions, suits, payment, accounts, reckoning, claims and demands whatsoever for or by reason thereof, or for any other use, matter, cause or thing whatsoever touching upon the estate and/or trust of the decedent; and each of us do further hereby covenant and agree that should any liability come due to the estate and/or trust of the decedent after the signing of this agreement, each of us do hereby covenant and agree with each other and the Trustee/Personal Representative that we will contribute pro rata our share of the estate and/or trust to satisfy any and all claims, demands, suits or causes of action which may be successfully prosecuted against the estate and/or trust or the Trustee/Personal Representative after the signing, sealing and delivery of this Family Settlement Agreement and Final Release. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 1'7.fA- day of ~ 1t~~ 1~a4.r p(t ~ ness , 2007. ~~jJslUi& Deborah Ann Fiscella ~ STATE OF MARYLAND Countyof /HPNr~~ fJl On this the 17 day of ) ) ss: ) ~ ClCf , 2007, before me, a Notary Public, the undersigned officer, personally appeared Deborah Ann Fiscella, 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. ~ Uc:;J. '/ No~iic r-... z:~ lUCHARD D. TUCKER, NOTARY PUBUC FREDERICK COUNTY STATE OF MARYLAND MY COMMISSION EXPIRES AUGUST 1, 2009 Estate of: Frank Fiscella IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~ day of -iwL'I ,2007. -.... ~ a~I~J~.pL.. f}hn Anthony Fi lla COMMONWEALTH OF MASSACHUSETTS ) ) ss: ) County of ~ (' O.....'^-. '<- \... ~ On this the \~ day of ~..A,\ , 2007, before me, a Notary Public, the undersigned officer, personally appeared John Anthony Fiscella, 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. <.. - Not~~_ \<'r~~ 'N--LO"'-"":" .,c.oJlI1an ........... 20. 2008 Estate of Frank Fiscella IN WITNESS WHEREOF, I have hereunto set my hand and seal this g -/1A day of ~~ ,2007. Wim~~ ~~~ Christine Carol Tebbano STATE OF NEW YORK ) ) ss: ) County of ~fl)o.~ On this the crt' day of Prvr;j<k , 2007, before me, a Notary Public, the undersigned officer, personally appeared Christine Carol Tebbano, 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. lNJHARY OGDEN _,...In 1M Slate of New YOlk 11 F l!rnWatTen CountY No. 0100611798G ,,~.,""on &ptm December 18, 2OJe,... Estate of Frank Fiscella FRANK J. FISCELLA ESTATE & TRUST STATEMENT OF ACCOUNT Exhibit "A" Trust Assets 000 Value 304 Glendale Dr., Shiremanstown, PA -sale price(Trust) $ 184,592.07 VA Life Insurance (Trust) #V 2124607 $ 24,562.11 VA Life Insurance (Trust) #V 27121191 $ 24,560.06 PNC BankChk#50-0471-6404 Trust) $ 50.00 PNC Bank CD#31600225785 l ~rust $ 30,180.05 PNC Bank CD#31900264900 ( ~rust $ 10,279.24 Sovereian Bank Chk#571141218 (Trust) $ 7,095.98 SovereiQn Bank CD#1685483354 (Trust) $ 5,395.07 SovereiQn Bank CD#0575509427 (Trust) $ 5,337.43 SovereiQn Bank CD#168455071 (Trust) $ 10,920.12 Sovereian Bank CD#0575300249 (Trust) $ 49,193.68 FEGLI (Trust) $ 8,045.05 Total Trust Assets $ 360,210.86 Estate Assets 000 Value Cash $ 165.00 2006 PA Tax Refund $ 2,184.00 Office of Personnel Manaaement (retirement) $ 555.36 Personaltv $ 778.00 1995 Chevrolet Lumina Sedan (Frank Solely) $ 1,270.00 Furniture sold $ 650.00 Ameriaas Refund $ 308.28 Corncast Refund $ 15.57 Erie Insurance Refund $ 69.00 Erie Insurance Refund $ 250.00 Erie Insurance Refund $ 115.00 Income Tax Refund $ 304.00 MBNA Refund $ 3.85 Total Estate Assets $ 6,668.06 Income Amount Sovereian Bank Chk #571141218 - Interest $ 542.44 Sovereian Bank CD Interest $ 102.41 Trust Interest $ 4,496.83 Total Income $ 5,141.68 I TOTAL ASSETS AND INCOME ~ $ 372,020.60 I Expenses Amount Alert Pharmacv $ 8.03 Blue Jav Services - Lawn Maintenance $ 440.00 Chris Tebbano (Reimburse for Food & PackinQ Supplies) $ 144.41 Claude Wolfe (Personalty Appraisal) $ 75.00 Comcast $ 18.90 Country Meadows (March 1st & RX CharQes) $ 301.19 Deb Fiscella (PostaQe & Meals Reimbursement) $ 165.36 Erie Insurance $ 591.00 Federal Express $ 22.90 Holv Spirit Hospital $ 100.00 James, Smith et al (Iawver) $ 100.00 Larry Zuvich - Home Maintenance $ 410.00 leQalFee $ 5,804.63 lower Allen Utility (refuse) $ 166.50 lower Allen Utility (sewer) $ 90.00 Malpezzi Funeral Home $ 5,024.75 MCI $ 162.81 Messiah Vil/aae $ 532.44 Michael Connor - Appraisal $ 250.00 Mobile X-Ray ImaQinQ $ 50.71 P A American Water $ 240.74 P A Dept. of Revenue $ 136.00 PA Inheritance Tax $ 12,064.33 Personal Representative Fee $ 10,000.00 Peter SerQo - Reception/Caterina $ 1,604.00 PP&l $ 1,250.17 . Real Estate Tax - County $ 631.02 Real Estate Tax - Township $ 9.80 ReQister of Wil/s filinQ fee $ 30.00 School Taxes (2006/07) $ 1,892.93 Walton Williams CPA (2005 and 2006 tax preparation) $ 750.00 West $hore EMS $ 149.42 Total Expenses/Debts $ (43,217.04) Prior Distributions Amount MechanicsburQ Senior Center $ (100.00) Salvation Armv Personalty Donation $ (778. 00) Fed Retirmt Distr. directly to Beneficiaries $ (555.36) Automobile distributed to John $ (1,270.00) Total $ (2,703.36) NET ESTATE TO BE DISTRIBUTED I $ 326,100.20 I Distribution Schedule Amount Larry Zurich Specific Beauest $ 250.00 Reserve for Atty fees, taxes and expenses $ 5,000.00 Deborah Fiscella ($160,425.10 - $5,000) $ 155,425.10 John Fiscella ($80,212.55 + $2500) $ 82,712.55 Christine Tebbano ($80212.55 + $2500) $ 82,712.55 TOTAL DISTRIBUTION $ 326,100.20