HomeMy WebLinkAbout01-23-09 (3)
RECEIPT AND RELEASE
WHEREAS, Doris B. Hamsher, late of Mechanicsburg Borough,
County of Cumberland and Commonwealth of Pennsylvania, died on
November 23, 2007 having first made her Last Will and Testament
in writing probated before the Register of Wills of said
Cumberland County on December 7, 2007, and Letters Testamentary
were issued on the same date to Gail H. True, 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
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, Gail H. True,
LAW OFFICES
SNELB AKER Nf
BRENNEMAN, P.C.
Kristin Noel True Runyon and Philip Michael Hamsher True, 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 thecxttach~
O °
account and Statement of Proposed Distribution, and ~~.~d ~1e Fame
to be true and correct, and in 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 Gail H. True, Executrix of the Estate of Doris B. Hamsher,
the cash 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 Doris B. Hamsher, Deceased.
NOW, THEREFORE, we, and each of us, the said Gail H. True,
Kristin Noel True Runyon and Philip Michael Hamsher True, do by
these presents, remise, release, quit-claim and forever discharge
the said Gail H. True, her 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
Executrix, as shown by said Account, distributed by the Court of
IAW OFFICES
SNELBAKER 8f z
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.
AND in consideration of the aforesaid settlement being made
without the aid of such Court of Common Pleas - Orphans' Court
Division, that we, and each of us, the said Gail H. True, Kristin
Noel True Runyon and Philip Michael Hamsher True, 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 Executrix such amounts
thereof as may be necessary to pay such debts or demands.
/~ITNESoED BY:
IN WITNESS WHEREOF, we have hereunto set our hands and seals
this }S~ day of~CV~C~009.
~,
~" ~ ~ ~ I ~~~"'J``~ ~tx-~.L 7J- /,aa~.e_ __ ( SEAL )
Gail True
.-~
~c~~ ~~
-~~ ~ ~~_ ~' (SEAL)
Kristin Noel True R nyon
~-
~ (SEAL)
P ilip Micha amsher True
3
LAW OFFICES
SNELB AKER SL
BRENNEMA N. P.C.
COMMONWEALTH OF PENNSYLVANIA)
SS.
COUNTY OF CUMBERLAND)
On this the (J-i"r1 day of~ill~~~~'~Q~ 2009, before me, a
Notary Public in and for said State and County, the undersigned
officer, personally appeared Gail H. True and Philip Michael
Hamsher True, known to me (or satisfactorily proven) to be the
persons whose names are subscribed to the within instrument and
acknowledged that they executed the same for the purposes therein
contained.
IN WITNESS WHEREOF, I hereunto set my hand and official
seal. ~-
Notary Public
COMMONWEALTH OF Pr?PINSYLVANIA
Na :r ~3 Seal
Sandra K „ Mviars, Noh+ry Public
Medianicsburg L,t o Cumbc : nd Crwnry
My Cornet cslrn tx~air'es fQa/ 22, 2C^.11
Member, Penn>,fvenl.~. Aesaeiat;on efof Ilptaries
LAW OFFICES
SNELaAKER Rt 4
BRENNEMAN, P. C.
COMMONWEALTH OF PENNSYLVANIA)
COUNTY OF l.(:l/Y(~,E'~l~a~C~ ~ SS.
On this the ~l~'1 day of ~i.l~_{(~~y/ 2009, before me, a
(Notary Public in and for said State and County, the undersigned
officer, personally appeared Kristin Noel True Runyon, 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.
Notary Public
GT'.v,~,~~ a ~'+ P.. + dSY9..I,JANi,4
s r~ , "ubfic
oVle_._... _. :, ~•~ isiii GnRnty
~~ r i ~^ ^•a;19
Mere ZtE~ .'u n..r r: o£ Ncia;,es
LAW OFFICES
SNELBAKER Rf 5
BRENNEMAN, P.G.
ESTATE NO. 21-07-1115
FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED
DISTRIBUTION OF AND BY GAIL H. TRUE, EXECUTRIX
OF THE ESTATE AND UNDER THE LAST WILL AND TESTAMENT
OF DORIS B. HAMSHER, DECEASED, LATE OF MECHANICSBURG
BOROUGH, CUMBERLAND COUNTY, PENNSYLVANIA
ail H. True, Executrix as aforesaid and Accountant herein,
avers as follows:
DATE OF DECEDENT'S DEATH: November 23, 2007
DATE LETTERS TESTAMENTARY ISSUED: December 7, 2007
DATES EXECUTOR NOTICE ADVERTISED
Cumberland Law Journal December 21, 28, 2007 & January 4, 2008
Patriot-News December 19, 26, 2007 & January 2, 2008
FIRST AND FINAL ACCOUNT
PERSONALTY -PRINCIPAL ACCOUNT
DEBITS
uw o~rices
SNELBAKER St
BREN NEMAN, P.C.
he Accountant charges herself with the receipt of the following items of
Decedent's Personalty valued as of the date of Decedent's death:
1. 2008 Economic Stimulus payment
2. AAA, subscriber refund
3. AARP, refund
4. Erie Insurance, refund unused premium
5. Fulton Financial Advisors, distributions from Trust and IRA account
6. Fulton Financial Advisors Deed of Trust, account #41-F301-01-8
7. Household goods sold at public auction
8. Internal Revenue Service, refund on 2007 Final Individual Income Tax Return
9. Member's First Federal Credit Union, Certificate of Deposit, #253176-45
10, Member's First Federal Credit Union, Certificate of Deposit, #253176-42
11. Member's First Federal Credit Union, Certificate of Deposit, #253176-41
12. Member's First Federal Credit Union, Certificate of Deposit, #253176-40
13. Member's First Federal Credit Union, Savings account, #253176-00
14. PA Department of Revenue, refund on 2007 Final Individual Tax Return
15. Patriot-News, subscriber refund
16. Pennsylvania State Bank, Certificate of Deposit, #9150012955
17. Pennsylvania Treasury Department, pension payments
18. PNC Bank, N.A., Checking account, #5070080061
19. Riversource Life Insurance Co., refund unused premium
?0. Sovereign Bank, Certificate of Deposit, #1685505834
?1. Sovereign Bank, Certificate of Deposit, #1685358630
!2. Sovereign Bank, Certificate of Deposit, #1685312769
!3. Sovereign Bank, Money Market Account, #1684067030
!4. Sovereign Bank, Checking account, #1681710552
'S. Travelers checks, cash found in residence
6. Wachovia Securities, LLC, brokerage account, #4018-4486
600.00
35.00
13.99
127.00
1,489.00
408,191.33
5,727.50
4,117.00
5,014.89
10,029.78
20,058.95
10,025.13
303.95
649.00
35.00
10,036.55
346.54
1,621.19
1,132.24
10,029.70
6,017.82
12,039.29
39,026.29
2,407.26
370.00
126,686.16
Paqe 1
27. Commonwealth of PA, refund on Inheritance tax
28. Fulton Financial Advisors, IRA distribution 78.85
29. Verizon, refund 289.00
30. Claremont, refund 0.02
31. Comcast, refund 109.66
TOTAL, PERSONALTY, PRINCIPAL ACCOUNT
DEBITS: 2.56
, $ 676,610.75
PERSONALTY -PRINCIPAL ACCOUNT
CREDITS
The Accountant claims credit for the payment of the following items from
Decedent's Personalty Account:
1. Fulton Financial Advisors, reimburse IRA payment made in error
2. Comcast Cable, cable TV service $ 289.00
3. PNC Bank, check number 2982 written by decedent 9.44
4. PNC Bank, check number 2990 written by decedent 25.00
5. Gail True, reimbursement for postage and trash ba
s 50.00
g
6. Gail True, reimbursement for postage 18.84
7. Wachovia Securities, fee for date of death balances 12.57
8. Gail True, reimbursement for postage 25.00
9. Gail True, reimbursement for jewel
a
raisal 5.25
ry
pp
10. Gail True, reimbursement for lunch paid for auction workers and travel 55.00
for Philip from Colorado 650.00
11. Gail True, reimbursement for payment to Gingrich Memorials
12. Register of Wills, Agent, estimated Inheritance Tax payment 270.00
13. Register of Wills, Agent, Inheritance Tax 30,000.00
14. Register of Wills, filing fee for Inheritance Tax return 7,565.20
15. Malpezzi Funeral Home, funeral services 15.00
16. Gail True, reimbursement for payment of credit card debt
funeral luncheon 10,117.19
,
,
funeral flowers, security box, Verizon wireless and Verizon 548.07
17. Bricker's Auction, commission on sale of household goods
1
2
710
50
8. Register of Wills, additional probate fee ,
.
19. Snelbaker & Brenneman, P.C., attorney services 350.00
20. Snelbaker 8 Brenneman, P.C., costs advanced: 10,000.00
a. Cumberland Law Journal, advertising Executrix notice 574.3C
b. Patriot-News, advertising Executrix notice 75.00
149
30
c. Register of Wills, probate fees .
350
00
21. Reserve for filing fees, accounting fees and other costs .
associated with the administration of Decedent's Estate 1,000.00
TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, CREDITS: $ 64
2
,
90.36
PERSONALTY -INCOME ACCOUNT
DEBITS
he Accountant charges herself with the receipt of the following
income from the investment of Personalty Principal:
1. Member's First Federal Credit Union, CD #253176-42, interest $ 46
2. Member's First Federal Credit Union, CD #253176-45
interest .15
,
3. Member's First Federal Credit Union, CD #253176-40
interest 23.08
,
LAW OFFICES 4. Member's First Federal Credit Union, CD #253176-41
interest 38.95
,
SNELBAKER 8L 5. Member's First Federal Credit Union, savings account, #253176-00, interest
BRE"NEMAN
P.C
6
P 91.38
0
29
.
.
.
ennsylvania State Bank, CD#9150012955, interest .
49.19
Page 2
7. Wachovia Securities, dividends
8. Fulton Financial Advisors, Deed of Trust, account #41-F301-01-S
net gain
9. ,
PNC Bank, checking account, #5070080061
interest 5,684.52
10. ,
Sovereign Bank, checking account #1681710552
interest 0.21
11. ,
Sovereign Bank, Certificate of Deposit, #1685505834 0.10
12. Sovereign Bank, Certificate of Deposit, #1685358630 25.12
13. Sovereign Bank, Certificate of Deposit, #1685312769 15.13
14. Sovereign Bank, Money Market Account, #1684067030 33.27
15. Wachovia Securities, LLC, brokerage account #4018-4486
net loss 63.49
16. ,
Wachovia Bank, estate money market accounts
interest -4,299.74
17. ,
Commerce Bank, estate money market account
interest 1,295.07
18. ,
Graystone Bank, estate checking account
interest 3,255.44
,
TOTAL, PERSONALTY, INCOME ACCOUNT
DEBITS: 4,133.64
, $ 12,033.62
PERSONALTY -INCOME ACCOUNT
CREDITS
ie Accountant claims credit for the payment of the following items
from the Personalty Principal Account:
1. United States Treasury, 2007 estimated tax payment
2.
PA Department of Revenue, 2007 estimated tax payment $ 2,250.00
3.
Hess and Hess, CPA, income tax preparations 340.00
4.
United States Treasury, fiduciary income tax due 355.00
5.
PA Department of Revenue
fiducia
inco
t
d 101.00
,
ry
me
ax
ue
TOTAL, PERSONALTY, INCOME ACCOUNT
CREDITS: 14.00
, $ 3,060.00
REAL ESTATE -PRINCIPAL ACCOUNT
DEBITS
~e Accountant charges herself with the receipt of Decedent's
Real Estate as follows:
1. Property known and numbered as 405 East Coover Street, Mechanicsburg $ 138,000.00
Borough, Cumberland County, Mechanicsburg, PA, sale value
2. Adjustment at settlement for City and County taxes 276.52
TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, DEBITS: $ 138,276.52
REAL ESTATE -PRINCIPAL ACCOUNT
CREDITS
he Accountant claims credit for the payment of the following
items from Real Estate Principal Account:
1. Untied Water, water service
2.
Gail True, reimbursement for utilities and
l
bi $ 13.78
3. p
um
ng repairs
Gail True, reimbursement for utilities expenses 266.21
4.
Gail True, reimbursement for utilities expenses and Home Paramount 122 78
5.
Gail True, reimbursement for utilities ex
e 284 07
6. p
nses
Gail True, reimbursement for utilities ex 150.00
7. penses
Gail True, reimbursement for utilities expenses 175 29
8.
Gail True, reimbursement for utilities ex 62.00
LAw o~ices
9. penses
PPL Electric, electric service 77 97
SNELBAKER EC
10.
Gail True, reimbursement for utilities expenses 45.71
BRENNBMAN, P.C.
11.
RSR Appraisers and Analysts, real estate appraisal 13.78
350.00
Page 3
12. Barry L. Heckard, real estate taxes
13. Settlement charges for transfer tax and tax certification fee
TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, CREDITS:
REAL ESTATE -INCOME ACCOUNT
DEBITS
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
LAW OFFICES
SNELBAKER At
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:
553.03
1,385.00
$ 3,499.62
$ NONE
$ NONE
$ NONE
$ NONE
Page 4
RECAPITULATION
PRINCIPAL ACCOUNT:
Debits
Credits
Balance
INCOME ACCOUNT:
Debits
Credits
Balance
TOTAL PERSONALTY
PRINCIPAL ACCOUNT:
Debits
Credits
Balance
INCOME ACCOUNT:
Debits
Credits
Balance
TOTAL REAL ESTATE:
$ 676,610.75
$ 64,290.36
$ 612,320.39
$ 12,033.62
$ 3,060.00
$ 8,973.62
$ 621,294.01
$ 138,276.52
$ 3,499.62
$ 134,776.90
$ NONE
$ NONE
$ NONE
$ 134,776.90
$ 756,070.91
LAW OFFICES
SNELBAKER S[
BREN NEMAN, P.C.
Page 5
STATEMENT OF PROPOSED DISTRIBUTION
uw o~ices
SNELBAKER &
BRENNE MAN, P. C.
Gail H. True, Executrix and Accountant herein, proposes to
>tribute the balance of the Estate of Doris B. Hamsher, Deceased, to wit:
756,070.91 in accordance with the Last Will and Testament of said Decedent
follows:
Gail H. True
50% of residue as per Item B1 of Will
Kristin Noel True Runyon
25% of residue as per Item B2 of Will
Philip Michael Hamsher True
25% of residue as per Item B2 of Will
AL FOR DISTRIBUTION:
$ 378,035.45
189,017.73
189,017.73
$ 756,070.91
Page 6
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF CUMBERLAND
Gail H. True, 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
Doris B. Hamsher, 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.
,d-u,z 7/ r.~.
Gail H. True
Executrix and Accountant
Sworn to and subscribed before me
this d~. day po~~lr7lC~t, 2009
'~~! ~c~,lca, ~~
Notary Public ~
COMMONWEALTH OF PENNSYLVANIA
nlotan ,
Sandra K Stmes2 y Public
MechanicsbLiro rn ~ ~..: t:ind Cnunty
My Commis., ... , e., ; t sv. 22, 2011
Member, Pennsylv~ria Association of Notaries
LAW OFFICES
SN ELB AKER Ef
BR ENNEMAN, P.C.
Page 7