HomeMy WebLinkAbout11-26-08 (2)RECEIPT AND RELEASE
WHEREAS, Ruth K. Eckels, late of Upper Allen Township,
County of Cumberland and Commonwealth of Pennsylvania, died on
October 23, 2007 having first made her Last Will and Testament in
writing probated before the Register of Wills of said Cumberland
County on November 6, 2007, and Letters Testamentary were issued
on the same date to Robert W. Hosler, the Executor named in the
Last Will and Testament of said Decedent;
I and
WHEREAS, said Executor has entered upon and completed his
administration of said Decedent's Estate as set forth in his
First and Final Account attached hereto, and intends to
distribute the net balance of the assets of said Estate to the
persons 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 we, Robert W.
LAW OFFICES
SNELBAKER 8C
BRENNEMAN, P.C.
Hosler and Marilyn M. Bunner, being the principal legatees and
distributees named in the Will of said Decedent and the persons
entitled to share in the residuary distribution of the Estate of
said Decedent, do hereby declare and say that we, and each of us,
have examined the attached Account and Statement of Proposed
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Distribution, and find the same to be'~Jr,~~j ~a~~3-,~-erect, and in
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strict accordance with the terms and provisions of said Will, and
we do hereby acknowledge that we, and each of us, this day have,
had and received of and from Robert W. Hosler, Executor of the
Estate of Ruth K. Eckels, the cash/personalty set opposite our
names 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 us,
and each of us, by any means whatsoever, for or on account of our
full share, part or dividend of the Estate of Ruth K. Eckels,
Deceased.
NOW, THEREFORE, we, and each of us, the said Robert W.
Hosler and Marilyn M. Bunner, do by these presents, remise,
release, quit-claim and forever discharge the said Robert W.
Hosler, his heirs, executors and administrators, of and from our
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
administration in the Office of the Register of Wills of said
Cumberland County and by having the balance in the hands of the
Executor, as shown by said Account, distributed by the Court of
LAW OFFICES
SNELBAKER EC 2
BRENNEMAN, P.C.
Common Pleas of Cumberland County - Orphans' Court Division, we,
and each of us, do hereby agree that the foregoing Account and
Statement concerning the matter of settlement may be recorded
with the same effect upon us, and each of us, 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.
r r 1 7\ - .-.1 i .-, . F t n n ~] }} l ~ ~ l-. n i n n m u ra o
~~.~:: ~r~ co.~aiuer~a~r:,n c,~ re afor-:.~a~:~, sc~.~~r_men~ ....y..y
without the aid of such Court of Common Pleas - Orphans' Court
Division, that we, and each of us, the said Robert W. Hosler and
Marilyn M. Bunner 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 we, and each of us, will return to the said
Executor such amounts thereof as may be necessary to pay such
debts or demands.
IN WITNESS WHEREOF, we have hereunto set our hands and seals
this day of 2008.
WITNESSED BY:
i
~G' ~(~~~i~ ~ ~(~.
obert W. Hosler
(SEAL)
Marily~i M. Bunner
LAW OFFICES II
SNELBAKER SC 3
BRENNEMAN, P.C.
COMMONWEALTH OF PENNSYLVANIA)
SS.
COUNTY OF CUMBERLAND) ~1
On this the ~~~ day of / t~~1-~/~+~~~ 2008, before me, a
Notary Public in and for said State and County, the undersigned
officer, personally appeared Robert W. Hosler, 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.
Notary Public
COMMONWEALTH OP PENNSYLVANIA
?`;coo ~r~j' :~!
Sandra k `>'~ - ;- -~ ~,'=~k~~~ Public
Mechanicsbzart4 .. _-,~araiand Courtly
My Commis+~~~° ''+~.>:~e,;~y~ acv. 22, 2011
Member, Pennsylvania rssocietlon of Notaries
LAW OFFICES II
SNELBAKER 8C 4
BRENNEMAN, P.C.
STATE OF FLORIDA
SS.
COUNTY OF ~tar~~°~-- ) ,
On this the ~ ~~ day of ~uc+^ bed 2008, before me, a
Notary Public in and for said State and County, the undersigned
officer, personally appeared Marilyn M. Bunner, known to me (or
~~~C. ~3~1~ 5S3--s~-~,~y-a
satisfactorily proven) to be the person whose name is subscribed
to the within instrument and acknowledged that she executed the
same for the purposes therei;l contained.
IN WITNESS WHEREOF, I hereunto set my hand and official
seal.
.+~~~~~~~., DANIEI FIGUEROA
~.=o`~ar P~m~~y Notary Public • Stete of FIo-ide
. c My Commission Expires Apr 22, 2011
%? ~~ Commission i! DD 666055
'~.°; ; ;`~` ~ Bonded Through National Notary Assn.
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Notary Public
LAW OFFICES
SNELBAKER EC 5
BRENNEMAN, P.G.
ESTATE NO. 21-07-1002
FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED
DISTRIBUTION OF AND BY ROBERT W. NOBLER, EXECUTOR
OF THE ESTATE AND UNDER THE LAST WILL AND TESTAMENT
OF RUTH K. ECKELS, DECEASED, LATE OF UPPER ALLEN
TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA
Robert W. Hosler, Executor as aforesaid and Accountant herein,
avers as follows:
DATE OF DECEDENT'S DEATH: October 23, 2007
DATE LETTERS TESTAMENTARY ISSUED: November 6, 2007
DATES EXECUTOR NOTICE ADVERTISED:
Cumberland Law Journal November 16, 23, 30, 2007
Patriot-News November 14, 21, 28, 2007
FIRST AND FINAL ACCOUNT
PERSONALTY -PRINCIPAL ACCOUNT
DEBITS
The Accountant charges himself with the receipt of the following items of
Decedent's Personalty valued as of the date of Decedent's death:
1. Manulife Financial Corp., 236 shares common stock valued at $42.82 share
2. Verizon Communications, Inc., 448 shares common stock valued at $44.59 share
3. United States Treasury Bonds, 18 EE bonds with face value of $1,000 each
4. Capital Blue Cross, refund unused premium
5. John Hancock, payment/refund unused premium
6. Messiah Village, refund on apartment
7. PNC Bank, savings account #5005134393
8. PNC Bank, certificate of deposit #31600292033
9. PNC Bank, certificate of deposit #31400274075
10. PNC Bank, certificate of deposit #31500251477
11. PNC Bank, certificate of deposit #31400210578
12. United States Treasury, 2008 Economic Stimulus payment
13. Fairmont Communications, spin-off from Verizon Communications, sale value
14. Fairmont Communications, cash in lieu of partial share of stock
15. Commonwealth of Pennsylvania, refund on Inheritance Tax
16. PNC Bank, funds from joint checking account held with Robert Hosler
TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, DEBITS:
PERSONALTY -PRINCIPAL ACCOUNT
CREDITS
LAW OFFICES
SNELBAKER EC
BRENNEMAN. P.C.
The Accountant claims credit for the payment of the following items from
Decedent's Personalty Account:
1. Messiah Village, nursing care expenses
2. Messiah Village Employee Fund, Christmas fund donation
3. Malpezzi Funeral Home, Inc., funeral services
$ 10,105.52
19, 976.32
20,203.20
136.40
3,760.00
41,480.00
62,956.45
23,457.20
110,487.45
33,256.30
60,097.45
300.00
62.99
3.46
39.47
8,255.70
$ 394,577.91
$ 2,074.02
100.00
3,122.31
Page 1
4. Bowmansdale Church of God, memorial for Ruth and Spencer Eckels
5. Register of Wills, estimated Inheritance Tax payment
6. Register of Wills, filing fee for Inheritance Tax return
7. Register of Wills, Agent, Inheritance Tax
8. Register of Wills, additional probate fee
9. Snelbaker & Brenneman, P.C., attorney fees
10. Snelbaker & Brenneman, P.C., costs advanced:
a. Register of Wills, probate fees
b. Patriot-News, advertising Executors' Notice
c. Cumberland Law Journal, Executors' Notice
d. Register of Wills, short certificate
11. Reserve for filing fees, accountant fees and other miscellaneous costs
associated with the administration of the Estate
TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, CREDITS:
PERSONALTY -INCOME ACCOUNT
DEBITS
The Accountant charges himself with the receipt of the following
income from the investment of Personalty Principal:
1. PNC Bank, N.A., estate checking and money market accounts, interest
2. PNC Bank, N.A., certificates of deposit, interest
3. United States Treasury, savings bonds, interest
4. Manulife Financial Corporation, dividends
5. Verizon Communications, Inc., dividends
TOTAL, PERSONALTY, INCOME ACCOUNT, DEBITS:
PERSONALTY -INCOME ACCOUNT
CREDITS
The Accountant claims credit for the payment of the following items
from the Personalty Principal Account:
1 . PA Department of Revenue, 2007 Final Individual taxes
2 . Greenawalt & Company, P.C., preparation of 2007 Final Individual returns
TOTAL, PERSONALTY, INCOME ACCOUNT, CREDITS:
REAL ESTATE -PRINCIPAL ACCOUNT
DEBITS
The Accountant charges himself with the receipt of Decedent's
Real Estate as follows:
TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, DEBITS:
REAL ESTATE -PRINCIPAL ACCOUNT
CREDITS
The Accountant claims credit for the payment of the following
items from Real Estate Principal Account:
TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, CREDITS:
LAW OFFICES
SNELBAKER 8C
BRENNEMAN, P.C.
Page 2
360.00
147.90
75.00
4.00
10,000.00
15, 000.00
15.00
1, 323.84
50.00
3, 500.00
586.90
2,000.00
3/,//L.UI
$ 3,070.13
681.29
813.60
195.48
577.92
$ 5,338.42
$ 97.00
395.00
$ 492.00
$ NONE
$ NONE
NnNF
NVNt
LAW OFFICES
SNELBAKER EC
BRENNEMAN, P.C.
REAL ESTATE -INCOME ACCOUNT
DEBITS
The Accountant charges himself 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
The Accountant claims credit for the payment of the following items
from the Real Estate Income Account:
TOTAL, REAL ESTATE, INCOME ACCOUNT, CREDITS:
Page 3
$ NONE
$ NONE
$ NONE
$ NONE
LAW OFFICES
SNELBAKER EC
BRENNEMAN, P.C.
RECAPITULATION
PERSONALTY:
PRINCIPAL ACCOUNT:
Debits
C red its
Balance
INCOME ACCOUNT:
Debits
Credits
Balance
TOTAL PERSONALTY
REAL ESTATE:
PRINCIPAL ACCOUNT:
Debits
Credits
Balance
INCOME ACCOUNT:
Debits
Credits
Balance
TOTAL REAL ESTATE:
~ TOTAL FOR DISTRIBUTION:
Page 4
$ 394,577.91
$ 37,772.07
356,805.84
$ 5,338.42
$ 492.00
$ 4,846.42
$ 361,652.26
$ NONE
$ NONE
$ NONE
$ NONE
$ NONE
$ NONE
$ 361,652.26
STATEMENT OF PROPOSED DISTRIBUTION
Robert W. Hosler, Executor and Accountant herein, proposes to
distribute the balance of the Estate of Ruth K. Eckels, Deceased, to wit:
$ 361,652.26 in accordance with the Last Will and Testament of said Decedent
as follows:
1. Robert W. Hosler
50% of residue as per Item Second of Will
1/2/2008 Advance Distribution
1/14/2008 Advance Distribution
Manulife Financial Corporation, 118 shares In-Kind
Verizon Communications, Inc., 224 shares In-Kind
Cash
2. Marilyn M. Bunner
50% of residue as per Item Second of Will
12/24/2007 Advance Distribution
1/8/2008 Advance Distribution
Manulife Financial Corporation, 118 shares In-Kind
Verizon Communications, Inc., 224 shares In-Kind
Cash
TOTAL FOR DISTRIBUTION:
LAW OFFICES
SNELBAKER EC
BRENNEMAN, P.C.
$ 180,826.13
50, 000.00
75,000.00
5,052.76
9,988.16
40,785.21
$ 180,826.13
50, 000.00
75,000.00
5, 052.76
9,988.16
40,785.21
Page 5
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF CUMBERLAND
Robert W. Hosler, being duly sworn according to law deposes and says:
that he is the Executor of the Estate and under the Last Will and Testament of
Ruth K. Eckels, 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 his knowledge, information and belief.
..
obert .Hosler
Executor and Accountant
Sworn to and subscribed before me
this ~-~ day of ~10~ ~M PQ~ 2008
~~~ ~
Notary Public
COMMONWEALTH Or F'P.4~INSYLVANIA
Sandra K Shrnnrers, . ~:~" ~'ublic
6Aecilanicsbur'9 Bona, C;,;: ' `;;~~'ld Couniy
My Gommics;~ ~,,..~,,~.- ,_~«^. ?2, 2011
Member, Psn~~ylv~rl~m al~aua;i~tlan a} Nohrle~
LAW OFFICES
SNELBAKER 8C
BRENNEMAN, P.C.
Page 6