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HomeMy WebLinkAbout06-09-08 (2)RECEIPT AND RELEASE ~-~ ~~ C7 ~ , ~~ ~- WHEREAS, Gilbert M. Becker, late of Borough oft-'~ ~~ h!-t f ,t Mechanicsburg, County of Cumberland and Commonweaht;l'~ ~ `~ ,-~= '~.l"s1 ~ r Pennsylvania, died on February 10, 2007, having fi,p made: hid _; Last Will and Testament in writing probated before the Re~st!er`::. of Wills of said Cumberland County on February 23, 2007, and Letters Testamentary were issued on the same date to Tonya B. Mowery, the 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 Tonya B. Mowery being the principal legatee and distributee 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 Statement of Proposed Distribution, and find the same to be true and correct, and in strict accordance with the terms and provisions LAW OFFICES SNELBAKER 8C 1 BRENNEMAN, P.C. of said Will, and I do hereby acknowledge that I this day have, had and received of and from Tonya B. Mowery, Executrix of the Estate of Gilbert M. Becker, 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 Gilbert M. Becker, Deceased. NOW, THEREFORE, I the said Tonya B. Mowery, do by these presents, remise, release, quit-claim and forever discharge the said Tonya B. Mowery, 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 ladministration 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 reby agree that the foregoing Account and Statement concerning LAW OFFICES II SNELBAKER ~C 2 BRENNEMAN, F'.C. 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, Tonya B. Mowery, 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 day of 2008. WITNESSED BY: on a Mowery LAW OFFICES ~~ SNELBAKER f3C 3 BRENNEMAN. P.C. COMMONWEALTH OF PENNSYLVANIA) SS. COUNTY OF CUMBERLAND) On this the ~~ day o~C,Cn ,~,; 2008, before me, a Notary Public in and for said State and County, the undersigned officer, personally appeared Tonya B. Mowery, 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 WTTNESS WHEREOF, I hereunto set my hand and official seal. Notary Public dM W al.tta ~~ ~I~ntAlBi~tlfi~lhllA Notarial Seal Sandra K Shnv~ers, Notary Public Mechanicsburg Born, Cumbertand Courtly My Commission E~irev Nov. 22, 2011 Member, Pennsylvania Association of Notaries LAW OFFICES II SNELBAKER EC 4 BRENNEMAN, P.C. ESTATE NO. 21-07-0175 DATE OF DECEDENT'S DEATH: February 10, 2007 DATE LETTERS TESTAMENTARY ISSUED: February 23, 2007 DATES EXECUTOR NOTICE ADVERTISED: Cumberland Law Journal March 9, 16, 23, 2007 Patriot-News March 7, 14, 21, 2007 FIRST AND FINAL ACCOUNT PERSONALTY -PRINCIPAL ACCOUNT DEBITS LAW OFFICES SNELBAKER SC BRENNEMAN, P.C. FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED DISTRIBUTION OF AND BY TONYA B. MOWERY, EXECUTRIX OF THE ESTATE AND UNDER THE LAST WILL AND TESTAMENT OF GILBERT M. BECKER, DECEASED, LATE OF MECHANICSBURG BOROUGH, CUMBERLAND COUNTY, PENNSYLVANIA onya B. Mowery, Executrix as aforesaid and Accountant herein, avers as follows: he Accountant charges herself with the receipt of the following items of Decedent's Personalty valued as of the date of Decedent's death: PNC Financial Services Group, 2,640 shares of common stock valued 10. 11. 12. 13. 14. 15. 16. 17. at $74.74 per share 1993 Buick Sedan Automobile, sale value AT&T, refund due the decedent on phone service Comcast, refund due the decedent on cable TV service Conseco, refund due the decedent on long term care policy Household goods, retained by family Household goods, sold at public auction Medicare, refund due the decedent Ohio Casualty, refund due the decedent on auto and homeowners insurance PNC Bank, N.A., savings account #5030009607 PNC Bank, N.A., checking account #5070076791 Sale of decedent's membership stock in Toboyne Oaks a Pennsylvania non-profit corporation Service Master, refund due the decedent on lawn maintenance services Susquehanna Club Membership, refund due the decedent on membership United States Treasury, refund due the decedent on 2006 form 1040 United States Treasury, social security due the decedent from January 2007 Ohio Casualty Retirement, pension payment TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, DEBITS: $ 197,313.60 2,800.00 3.91 78.86 379.20 335.00 4,103.00 59.10 15.74 7, 094.97 2,471.45 8, 000.00 153.33 20.04 1,107.20 1,217.10 1, 371.52 $ 226,524.02 Page 1 PERSONALTY -PRINCIPAL ACCOUNT CREDITS PERSONALTY -INCOME ACCOUNT DEBITS LAW OFFICES SNELBAKER 8C BRENNEMAN, P.C. 0. 1. 2. 3. 4. 5. 18 19 Accountant claims credit for the payment of the following items from Decedent's Personalty Account: PNC Bank, N.A., check written #9102 written by decedent to Mechanicsburg Meals On Wheels Hollinger Funeral Home, funeral services Riverside Anesthesia, medical services Penn Health Emergency, medical services Community Life Team, medical services Cardiovascular Surgical Institute, medical services Lewis & Nada, EKG interpretation Pinnacle Health Hospital, medical services Foot Care Center, medical services Vascular Associates, medical services Pinnacle Health Medical Services, medical services Kilmore Eye, medical services Internists of Central PA, medical services Barry Heckard, Sr., 2007 personal taxes Hershey Kidney, medical services Verizon, IC system Ortho Institute of PA, medical services Harrisburg Gastroenterology, medical services Bricker's Auction, commission and costs on sale of household goods Pulmonary Critical Care, medical services Quantam Imaging, medical services Register of Wills, Agent, Inheritance Tax Register of Wills, filing fee for Inheritance Tax Return Weltman Weinberg, Capital One credit card Register of Wills, additional probate fee Snelbaker & Brenneman, P.C., attorney services Snelbaker & Brenneman, P.C., costs advanced: a. Register of Wills, probate fees b. Cumberland Law Journal, advertising Executrix Notice c. Patriot-News, advertising Executrix Notice Reserve for filing fees, accountant fees and other costs associated with the administration of the decedent's estate TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, CREDITS: Accountant charges herself with the receipt of the following income from the investment of Personalty Principal: PNC Bank, N.A., savings account, interest PNC Bank, N.A., checking account, interest Orrstown Bank, estate checking account, interest PNC Financial Services Group, dividend TOTAL, PERSONALTY, INCOME ACCOUNT, DEBITS: 360.00 75.00 147.90 72.00 5,388.38 30.22 32.17 40.45 6.49 3.22 38.24 25.16 14.20 297.54 134.63 333.26 10.00 170.11 60.96 207.88 159.81 929.00 210.49 1.68 16,803.61 15.00 96.29 50.00 5, 550.00 582.90 1,000.00 $ 32,263.69 $ 1.30 0.03 1,286.37 8, 395.20 $ 9,682.90 Page 2 PERSONALTY -INCOME ACCOUNT CREDITS Accountant claims credit for the payment of the following items from the Personalty Principal Account: Pennsylvania Department of Revenue, 2007 Individual Taxes United States Treasury, 2008 Fiduciary Taxes Pennsylvania Department of Revenue, 2008 Fiduciary Taxes TOTAL, PERSONALTY, INCOME ACCOUNT, CREDITS: REAL ESTATE -PRINCIPAL ACCOUNT DEBITS e Accountant charges herself with the receipt of Decedent's Real Estate as follows: Property known and numbered as 303 Shepherdstown Road Mechanicsburg Borough, Cumberland County Mechanicsburg, PA, sale value Adjustments made at settlement for county taxes, school taxes and sewer TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, DEBITS: REAL ESTATE -PRINCIPAL ACCOUNT CREDITS Accountant claims credit for the payment of the following items from Real Estate Principal Account: Adjustments made at settlement as follows: a. Transfer taxes b. Barry Heckard, school and county taxes c. Tax certification United Water Pennsylvania, water service PPL Electric, electric service RSR Appraisers, real appraisal fee UGI, gas service Borough of Mechanicsburg, sewer/refuse services Lester Hess & Company, basement and chimney repointing TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, CREDITS: REAL ESTATE -INCOME ACCOUNT DEBITS e Accountant charges herself with the receipt of the income from the investment of Real Estate Principal Account: TOTAL, REAL ESTATE, INCOME ACCOUNT, DEBITS: REAL ESTATE -INCOME ACCOUNT CREDITS yaw o~ices SNELBAKER SC BRENNEMAN, P.C. Accountant claims credit for the payment of the following items from the Real Estate Income Account: TOTAL, REAL ESTATE, INCOME ACCOUNT, CREDITS: 1,700.00 2,581.71 5.00 $ 9.00 55.00 ~ R7 nn ~ L5"I.UU $ 170,000.00 2,094.55 $ 172,094.55 $ 4,286.71 87.52 157.68 350.00 604.68 213.64 725.00 $ 6,425.23 $ NONE $ NONE $ NONE $ NONE Page 3 RECAPITULATION PRINCIPAL ACCOUNT: Debits $ 226,524.02 Credits $ 32,263.69 Balance $ 194,260.33 INCOME ACCOUNT: Debits $ g,gg2.90 Credits $ 251.00 Balance $ 9,431.90 TOTAL PERSONALTY $ 203,692.23 PRINCIPAL ACCOUNT: Debits $ 172,094.55 Credits $ 6,425.23 Balance $ 165,669.32 INCOME ACCOUNT: Debits $ NONE Credits $ NONE Balance $ NONE TOTAL REAL ESTATE: 165,669.32 $ 369,361.55 LAW OFFICES SNELBAKER 8C BRENNEMAN, P.C.. Page 4 STATEMENT OF PROPOSED DISTRIBUTION LAW OFFICES SNELBAKER SC SRENNEMAN, P..C. Tonya B. Mowery, Executrix and Accountant herein, proposes to tribute the balance of the Estate of Gilbert M. Becker, Deceased, to wit: 39,361.55 in accordance with the Last Will and Testament of said Decedent follows: Tonya B. Mowery 100% of residue as per Item Second of Will a. Household goods retained In-Kind b. PNC Financial Service Group, 2,640 shares of 335.00 197, 313.60 $ 369,361.55 common stock, In-Kind c. Cash AL FOR DISTRIBUTION: 171,712.95 $ 369,361.55 Page 5 COMMONWEALTH OF PENNSYLVANfA SS: COUNTY OF CUMBERLAND Tonya B. Mowery, 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 Gilbert M. Becker, 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 foregoing First and Final Account and Statement of Proposed Distribution are true and correct to the best of her knowledge, information and belief. ~~ Tonya B. Mowery Executrix and Accountant Sworn to and subscribed before me this~-f'V~ day of ~~ti J~ ~`' 2008 Notary Public ~OAA NW~~©!~ w~tVNSY1.VAIVIA Not~riai ~eai Sandra K, Shc~nm~. notary Public ~harric ~6~~. ~;u-raber9and C~ouMY My Corrrrr+issian Expires Nov. 22, 2011 ~m~, Pennsylvania Association of Notaries LAw o~~css SNELBAKER SC BRENNEMAN, F.C. Page 6