HomeMy WebLinkAbout10-15-08 (2)IN RE: ESTATE OF CATHERINE E. IN THE COURT OF COMMON PLEAS OF
STROHECKER, DECEASED :CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
N0. 2007-0547 ~
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ESTATE SETTLEMENT AGREEMENT ; ,~
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This Agreement is made the ~f~day of O~`ii'r~.~. , 2008; ~by'and between '_
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Marianne Allen, Administratrix of the Estate of Catherine E. Strohecker, Deceased
(hereinafter referred to as "Administratrix"), and Suzan Strohecker, sole intestate heir of
the said Estate (hereinafter referred to as the "Heir")
In accordance with their desire that the administration of the Estate of Catherine E.
Strohecker be terminated without the expense and delay of a court accounting, the parties
hereto, in consideration of the mutual covenants herein expressed, and intending to be
legally bound hereby, agree that:
1. The Estate of Catherine E. Strohecker, who died on May 26, 2007, is now in
the process of administration, letters of administration having been duly granted to the
Administratrix by the Register of Wills of Cumberland County, Pennsylvania, on June 11,
2007.
2. The Decedent died intestate. Suzan Strohecker is the sole intestate heir of
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Decedent, being entitled to 100% of the Decedent's Estate.
3. The parties acknowledge that the Administratrix has received the assets and
made the payments set forth in the First And Final Account of the Administratrix, acopy
of which is attached hereto as Exhibit "A" and made a part hereof, and the Heir approves
the said account in its entirety. The Heir further waives the filing and audit of the said
account and schedule of distribution.
Without intending to limit the rights or remedies of the Administratrix, the Heir
further agrees to indemnify the Administratrix and save the Administratrix harmless against
all liability, loss and expense (including, but not limited to, costs and counsel fees) which
the Administratrix may incur, whether due to the Administratrix's negligence or otherwise,
as a result of making the above-described payments without a court audit.
4. The Heir, for herself and her heirs, administrators and executors, hereby
forever fully releases, compromises, settles and discharges any and all claims, demands,
actions or causes of action, legal or equitable, absolute or contingent, vested or hereafter
to accrue, which she may have against the Estate of Catherine E. Strohecker, Deceased,
or the Administratrix thereof, by reason of any matter, cause or thing growing out of or
relating to any property or assets of the said estate or growing out of or relating to any act
of the Administratrix in her administration of the said Estate, even if attributable to
negligence, and agrees that any period for the limitation of actions for the collection of any
erroneous distribution or distributions shall commence only at such time as the
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Administratrix shall have obtained actual knowledge of such erroneous distribution or
distributions and that in no event shall the period for collection of any erroneous distribution
or distributions be less than two (2) years after the actual discovery thereof by the
Administratrix.
5. The Heir agrees to execute such additional releases as the Administratrix
may submit to her in order to confirm her discharge from any further liability to the Heir, her
heirs, administrators, and executors, in connection with the said Estate.
6. This agreement shall be binding upon the parties and their respective heirs,
next of kin, personal representatives and assigns.
IN WITNESS WHEREOF, the parties have hereunto set their hands and seals the
day and the year first above written.
MARIANNE ALLEN, Administratrix of
the Estate of Catherine E. Strohecker
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SU STR HECKE
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Estate Account
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PA.
ORPHANS' COURT DIVISION
FILE N0.2007-00547
PA 21-07-0547
FIRST AND FINAL ACCOUNT OF
Marianne Allen, Administratrix
For ESTATE OF CATHERINE E. STROHECKER, DECEASED
Social Security Number:
Tax ID #:
Date of Death:
Date of Incapacity, if any:
Date if Administrator Appointment:
Date of First Complete Advertisement:
Accounting for the Period:
195-32-0696
74-6554936
05/26/2007
None
06/ 11 /2007
11 /23/2007
05/26/07 to 9/10/08
Purpose of Account: The Administrator offers this Account to acquaint interested parties
with the transactions that have occurred during the Administration.
It is important that the Account be carefully examined. Requests for additional
information, questions, or objections can be discussed with:
Constance P. Brunt, Esquire
Beaufort Professional Center
1820 Linglestown Road
Harrisburg, PA 17110-3339
717-232-7200
717-232-0255 (fax)
Supreme Court I.D. No. 29933
SUMMARY OF ACCOUNT
PRINCIPAL
PAGES
Receipts
Net Gain on Sales or Disposition
Less Disbursements:
Debts of Decedent
Funeral Expenses
Administrative Expenses
Fees and Commissions
49,208.59
4,363.49
10,147.20
6,379.33
Balance before Distributions
Distributions to Beneficiaries
Principal Balance on Hand
For Information:
Investments Made:
Changes in Holdings
INCOME
COMBINED BALANCE
ON HAND:
Verification
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$70,898.61
0.00
-70,098.61
$ 800.00
- 800.00
$0.00
TN/A
1V/A
$0.00
$0.00
PRINICIPAL RECEIPTS
Assets Listed in Inventory, Valued as of Date of Death:
Real Estate
Residence at
220 Susquehanna Avenue
Enola, PA 17025 65,750.00
Personal effects
1996 Jeep Cherokee 800.00
Household furnishings 707.40
Total Personal Effects 1,507.40
Cash Assets
Sovereign Bank Checking Account #921718179 886.39
Sovereign Bank Savings Account #924027170 1, 175.50
Total Cash Assets 2,061.89
Subsequent Receipts
6/12/07 Dish Network unused service fee refund 19.75
6/12/07 Patriot News Company unused
subscription refund 8.00
6/12/07 Eshenauer's Fuels unused heating oil
payment refund 575.81
7/5/07 Banker's Life Insurance unused premium refund 122.51
7/24/07 2006 Property Tax refund 500.00
10/12/07 Aleve medication rebate 1.99
10/12/07 Erie Insurance unused car insurance
premium refund 28.00
10/25/07 Refund of prepaid county real estate taxes
at settlement on sale of house 45.14
11/29/07 Pennsylvania American Water refund 14.00
11/29/07 Erie Insurance unused homeowner's premium 53.00
1/17/08 Financial Freedom refund 60.56
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2/26/08 Banker's Life Medical expense reimbursements
4/2/08 Banker's Life Medical expense reimbursements
Total subsequent receipts
TOTAL PRINCIPAL RECEIPTS:
129.50
21.06
1,579.32
$70,898.61
PRINCIPAL GAINS OR LOSSES ON SALES OR OTHER DISPOSITIONS
None
DISBURSEMENTS OF PRINCIPAL
DEBTS OF DECEDENT•
5/28/07 Bankers Life Insurance premium 22,25
6/1/07 Bankers Life Insurance premium 122.51
7/7/07 Verizon phone service (to date of death) 10.49
10/25/07 Financial Freedom (mortgage balance) 42,665.73
11/2/07 West Shore EMS-ALS 667.49
2/28/08 Pinnacle Health Medical Services 37.76
2/28/08 Pulmonary and Critical Care Associates 67.54
2/28/08 R.Lynn Magargle, MD 22 68
2/28/08 Moffat Cardiology 1.53
4/7/08 Pulmonary and Critical Care Associates 21.06
5/29/08 ECAST/Providian (compromise amt.) 2,000.00
5/29/08 ERI-BonTon (compromise amt.) 343.25
6/6/08 Bank of America (compromise amt.) 2,757.86
6/7/08 DCM Services -Discover (compromise amt.) 468.44
TOTAL DEBTS OF DECEDENT:
FUNERAL EXPENSES•
11/2/07 Zimmerman-Auer Funeral Home 4,002.00
includes: Cremation and services: 2,937.00
Holy Cross Cemetery fees: 465.00
Evans Memorial Marker: 600.00
6/2/07 Funeral reception food and supplies 340.29
8/3/07 Flowers for graveside interment 21.20
49,208.59
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TOTAL FUNERAL EXPENSES:
ADMINISTRATION EXPENSES:
6/11/07 Cumberland County Register of Wills
(probate fees) 62.00
6/16/07 PAWC (water service residence) 33.83
6/16/07 PPL Electric Utilities (service at residence) 79.00
7/7/07 PAWL (water service residence) 32.63
7/7/07 PPL Electric Utilities (electric service residence) 43.20
7/13/07 Verizon Wireless (telephone service to manage
estate) 171.24
7/17/07 The Patriot News (advertising tag sale) 49.80
7/17/07 Camp Hill Animal Hospital (prior to adoption
of "cat Tut-Tut" 99.00
7/18/07 PPL Electric Utilities (electric service residence) 24.54
7/23/07 Erie Insurance-Automobile Insurance
until sale/transfer of title 110.00
7/23/07 Erie Insurance Homeowners Policy (quarter) 81.00
7/23/07 Replacement key for lock on shed at residence 2.11
7/25/07 A.C. Moore (materials for estate tag sale) 8.26
7/31/07 East Pennsboro Sewer & Sanitation (residence) 115.00
7/31/07 PAWL (water service residence) 26
0:
8/10/07 Verizon-fax charges .
4 76
8/12/07 Patriot News (Advertising Grant of Letters) 107.58
8/12/07 Eshenauer's Fuel-Replacement of sump pump 279.65
8/20/07 PPL Electric Utilities (residence) 76
84
8/20/07 PAWL (water service residence) .
27
82
8/23/07 Greenfield Carpet Cleaning (GJS) .
185
50
8/24/07 Lawn care residence: June, July, August 2007 .
45.00
8/25/07 Sherwin Williams-Paint for residence 34
97
8/25/07 K-Mart-Painting supplies .
5.28
8/29/07 Labor costs for painting 75.00
9/9/07 The Guide(advertising tag sale fee reimbursement) 48.95
9/14/07 East Pennsboro Animal Clinic 163.00
(Care for Pussykitten during illness/prior to adoption)
9/22/07 PPL Electric Utilities (residence) 55.53
9/23/07 Lawn care for residence (September) 20
00
10/6/07 Pennsy Supply -Stones for residence driveway .
161.65
10/6/07 PAWC (water service residence) 29.83
10/6/07 Erie Insurance-Homeowners insurance quarter 86.00
10/11/07 Reimburse M. Allen for sick visit at
4,363.49
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East Pennsboro Animal Clinic: Pussykitten 145.00
10/13/07 Certified letter to DPW 5.21
10/25/07 Cumberland Law Journal
(Advertising Grant of Letters) 75.00
10/25/07 House Settlement charges:
Re/Max Realty Associates-Real estate
commissions & transaction fees 4,095.00
Keystone Land Transfer
(Miscellaneous settlement costs) 145.00
Cumberland County Recorder of Deeds
(realty transfer taxes) 1 315.00
Debbie Lupold-School taxes to date of sale 281.63
East Pennsboro Municipal Authority (sewer
and sanitation to date of sale) 30.00
Financial Freedom (accrued interest and
monthly servicing fees for reverse mortgage
from date of death through date of sale) 1,453.60
11/2/07 PAWL (water service residence: final bill) 45.45
11/2/07 PPL Electric Utilities (residence final bill) 31.31
2/21/08 Cumberland County Register of Wills
(filing inheritance tax return) 15.00
3/4/08 Cumberland County Register of Wills
(Additional probate fees assessed) 115.00
9/10/08 Cumberland County Register of Wills
(Recording satisfactions of creditors' claims) 30.00
9/10/08 Cumberland County Register of Wills
(Filing Estate Settlement Agreement) 20.00
TOTAL ADMINISTRATIVE EXPENSES: 10,147.20
FEES AND COMMISSIONS
Constance P. Brunt, Esquire
(Attorney's Fees and costs through 4/30/08) 2,742.26
Constance P. Brunt, Esquire
(Attorney's Fees and costs through 8/31/08) 1,500.00
Marianne Allen
(Personal Representative's Commissions) 2,137.07
TOTAL FEES AND COMMISSIONS: 6,379.33
TOTAL DISBURSEMENTS OF PRINCIPAL $70,898.61
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DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES
To Suzan M. Strohecker, Daughter and sole intestate heir:
8/22/07 1996 Jeep Cherokee 800.00
TOTAL DISTRIBUTIONS OF PRINCIPAL
TO BENEFICIARIES $800.00
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PRINCIPAL BALANCE ON HAND
VALUE AT 5/31/08 FIDUCIARY ACOUISITICIN VALUE
Cash 0.00
$0.00
TOTAL PRINCIPAL
BALANCE ON HAND $0.00 $0.00
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