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Home My WebLink About02-25-09 e LAW OFFICES SNELBAKER 8C BRENNEMAN, P.C. IN RE: EST'AT'E OF ELIZABETH E. MACHUSAK NO. 21-08-00372 ~-~ ~-, -:~ ~ _ - RECEIPT AND RELEASE ~~ ~~ ~ >' _ r? ~.~~ - _~_, Ui , ~~. ~,. ~ -•> WHEREAS, ELIZABETH E. MACHI;~SAK, late of Mechanicsburg ~e~iitgty o~_ - _ Cumberland and Commonwealth of Pennsylvania, died on March 22, 2008=;=having firc~mad~=hs.i? ~.: Last Will and Testament in writing dated October 22, 1998, which since her decease was duly robated before the Register of Wills of Cumberland County and Letters "Testamentar}~ were issued to S[:~SAN I. MEADOWS, the Executrix named in the Last Will and 'testament of said ecedent. NOW KNOW ALL MEN BY THESE PRESEN"TS, that we, SUSAN I. MEADOWS, ATRICK S. MACHUSAK and JEFFREY L. MACHUSAK, being the surviving distributees lamed in the Vb'ill of said decedent and the persons entitled to share in the residuary distribution f the Estate of said decedent, do hereby declare and say that we have examined the attached account and Schedule of Proposed Distribution and find the same to he true and correct, and in trict accordance with the terms and provisions of said Will, and we do hereby acknowledge that e this day have, had and received of and from St1SAN I. MEADOWS, F.;xecutrix of the Iatate of FLIZABETH E. MACHUSAK, the cash and,'or personalty, if any. set opposite our names in the above stated Schedule of Proposed Distribution, in fiill satisfaction. payment and discharge of X11 such sum or sums of money, legacies and be~{uests, share or shares, purparts and dividends which were due. owing and payable and belonging to us by any means whatsoever, for or on account: of our full share, part or dividend of the Estate of ELII_.ABF,T'H E. MACHUSAK, deceased, and all interests accrued thereon. J NOW, THEREFORE, we do by these presents, remise, release, quit-claim and forever ge SUSAN L MEADOWS, her heirs, executors and administrators, of and from our said or dividend of the Estate aforesaid, and of and from all actions, suits, payments, accounts, onings, claims and demands whatsoever, for or by reason thereof, or of any act, matter, cause 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 a Account of said administration in the Office of the Register of Wills of Cumberland ounty and by having any balance in the hands of the Executrix, as shown by said Account. ~tributed by the Court of Common Pleas of Cumberland County -Orphans' Court Division, we hereby agree that the foregoing schedule concerning the matter of settlement may be recorded th the same effect upon us as if the same had been reported upon by said Court, in a Decree of stribution made on such report by the said Court of Common Pleas -Orphans' Court Division. AND in consideration of the aforesaid settlement being made without the aid of such ourt of Common Pleas -Orphans' Court Division, that we do hereby agree that if any debts or ands other than those included in the First and Final Account of SUSAN I. MEADOWS, xecutrix, as hereinbefore set forth, shall be hereafter recovered against the Estate of said and be legally payable out of the same, that we will return to the said Executrix such ounts thereof as may be necessary to pay such debts or demands. -2- LAW OFFICES SNELBAKER 8C BRENNEMAN, P.C. IN WITNESS WHEREOF, we have hereunto set our hands and seals the respective dates set forth below. ESSED BY: Susan I. Meadows Date: ,r,~ ~~~/G f MMONWEALTH OF PENNSYLVANIA) LINTY OF CUMBERLAND SS. On this the off, U t` day of /`e~w' r=7 , ?009, before me, a Notary Public in and said Commonwealth and County, the undersigned officer, personally appeared SUSAN I. EADOWS, known to me (or satisfactorily proven) to be the person whose name is subscribed the within instrument and acknowledged that she executed the same for the purposes therein ntained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. Notary Public My Commission Expires: LAW OFFICES SNELBAKER SC BRENNEMAN, P.C. COMMO,r Nr WEALTH OF PENNSYLVANIA Notarial Seal Susan L. MatraTJ, Notary Publ~ Mechanicsburg l3oro, Cumberland Courriy My Comm(sSion E~ires Nov. 24, 2011 Member, Pennsylvania Association of Notaries -3- ~J. . ~ (SEAL) Patrick S. Machusak Date-/~-- ~ STATE OF' MICHIGAN ~ SS. COLiN~TY OF __~~~~, ~ _ ~~ I Qt? this the day of . ?009, before me_ ~ Notary Public in and for said Commonwealth and County. the undersigned officer, personally appeared PATRICIL S. MACHt'SAh. known to n1e (or satisfactorily proven) to be the person whose name is subscribed ~to the within instrument and acknowledged that he execL>ted the same Ior the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. ,~ i Notar~° Veit ~ ~~ ~ ~c~ o~ ~ivv~iy~.~ _ ___ _ _ ' ~ , ~ ~:°al R'an7C~ ~~a~~r3 x ~ ~ Notar~~ Public '~~ ~'~ }° " ' . ~ Commission Expires: I LAW OFFICES SNELBAKER SC _~_ BRENNEMAN, P.C. TNESSED BY: - _ __~ ______ ESEAL) effre Mac usal: Dat . 1~~ ~. TATE OF NEW JERSEY j OtJIT"TY OF -- _------- ~ On this the ~ ~} rh day of ~-~~ _ 2009, before me. a Notary Public in anti for said Commonwealth and County, the undersigned officer, personally appeared JEFFKEY L. MACHUSAh, known to me (or satisfactorily proven) to be the person whose name is subscribed to the ~~ithin instrument and acknowledged that he executed the same for the purposes therein contained. IN VvITNESS WHEREOF. 1 hereunto set m~° hand and official seal. - -- - ----- ~1~~(.l.(a) Notar~~ Public M~.~ Commission F;xpires: ~lAl~ 17, a ~ 1 ~ +.~.r.- N014~ ~1K1MC~ i ~ a tlrw ~r LAW OFFICES II SNELBAKER & _~_ BRENNEMAN. P.C. ~1WAH~ A7MNOM ~A p01oM MM! 10 Mlip ttot ,fit ~~~+~~ IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PA. ORPHANS' COURT DIVISION FILE NO: 21-08-0372 FIRST AND FINAL ACCOUNT OF Susan I. Meadows For ESTATE OF ELIZABETH E. MACHUSAK Social Security #: 210-16-4327 Tax ID #: 26-6301797 Date of Death: March 22, 2008 Date of Incapacity, if any: None Date of Executrix Appointment: April 2, 2008 Date of First Complete Advertisement: April 16, 2008 Accounting for the period: March 22, 2008 October 9, 2008 Purpose of Account: Susan I Meadows, Executrix, offers this Account to acquaint interested parties with the transactions that have occurred during her Administration. It is important that the Account be carefully examined. Requests for additional information, questions or objections can be discussed with: Keith O. Brenneman Snelbaker & Brenneman, P.C. 44 West Main Street Mechanicsburg, PA 17055 Phone #: 717-697-8528 Supreme Court I.D. No: 47077 LAW OFFICES SNELBAKER SC BRENNEMAN, P.C. Page 1 LAW OFFICES SNELBAKER SC BRENNEMAN, P.C. SUMMARY OF ACCOUNT PRINCIPAL Receipts Net Gain on Sales or Disposition Less Disbursements: Debts of Decedent Funeral Expenses Administration Expenses Family Exemption Federal, State & Local Taxes Fees and Commissions Balance before Distributions Distributions to Beneficiaries Principal Balance on Hand ~ For Information: Investments Made Changes in Holdings INCOME Receipts Less Disbursements Balance before Distributions ~, Distributions to Beneficiaries Income Balance on Hand COMBINED BALANCE ON HAND Listing of Unpaid Creditors and Beneficiaries Statement of Proposed Distribution Verification PAGE 3 $ 17,875.90 3 0.00 $ 17,875.90 3 $ 1,425.79 3 6, 864.00 3 & 4 1,481.31 4 0.00 4 1, 886.96 4 2,500.00 14,158.06 $ 3,717.84 4 0.00 $ 3,717.84 4 4 5 $ 7.58 5 0.00 $ 7.58 5 0.00 $ 7.58 $ 3,725.42 6 7 8 Page 2 PRINCIPAL RECEIPTS Assets Listed on Inventory per copy of attached: (Valued as of Date of Death) ADJUSTMENTS TO INVENTORY SUBSEQUENT RECEIPTS 4/2/2008 The Hartford Group, pension payment 4/22/2008 Prudential Life Insurance Company, life insurance proceeds TOTAL PRINCIPAL RECEIPTS $7,456.04 0.00 55.94 10, 363.92 $17,875.90 PRINCIPAL GAINS OR LOSSES ON SALES OR OTHER DISPOSITIONS NONE DISBURSEMENTS OF PRINCIPAL LAW OFFICES SNELBAKER SC BRENNEMAN. F.C. DEBTS OF DECEDENT 3/26/2008 Verizon, phone service 3/26/2008 West Shore EMS, ambulance service 4/8/2008 Meadowwood Apartments, rent 4/16/2008 PPL Electric, electric service 4/23/2008 West Shore EMS, ambulance service 4/24/2008 Verizon, phone service 4/28/2008 AT&T, phone service 5/13/2008 Church of God Home, Inc., payment on account 5/15/2008 PPL Electric, electric service 5/20/2008 PPL Electric, electric service 6/25/2008 West Shore EMS, ambulance service 6/26/2008 Well Span Medical, payment on account 6/26/2008 Physician's Rehab, payment on account 6/27/2008 Quantum Imaging, payment on account 6/30/2008 Holy Spirit Hospital, payment on account 7/1/2008 Neurology Center, payment on account 7/2/2008 Camp Hill Emergency Physicians, payment on account 8/8/2008 Quantum Imaging, payment on account FUNERAL EXPENSES 6/26/2008 Brady Funeral Home, funeral services ADMINISTRATION EXPENSES $0.00 23.53 108.49 285.00 75.09 194.65 23.66 54.81 227.00 27.74 2.34 79.85 19.54 108.70 28.59 102.41 37.64 16.72 10.03 $ 1,425.79 $ 6,864.00 $ 6,864.00 4/10/2008 PNC Bank, check printing fee $ 31.78 4/10/2008 PNC Bank, service charge 15.00 4/29/2008 Bricker's Auction, appraisal fee 60.00 8/11/2008 Snelbaker & Brenneman, P.C., reimbursement for 190.21 following costs advanced: a. Register of Wills, probate fee 110.00 b. Cumberland Law Journal, Executrix Notice 75.00 c. Certified mail postage 5.21 11/2112008 Verizon, credit balance refund, not received in cash 9.73 Page 3 DISBURSEMENTS OF PRINCIPAL -CONTINUED """` Snelbaker & Brenneman, P.C., costs advanced to 174.58 the Sentinel, Executrix Notice """' Reserve for filing fees, accountant fees and other 1,000.00 $ 1,481.31 I I $0.00 $1, 886.96 FEES AND COMMISSIONS 8/11/2008 Snelbaker & Brenneman, P.C., partial payment on $1,277.50 account of attorney fees ""*" Snelbaker & Brenneman, P.C., balance due on 1,222.50 attorney fees $2,500.00 TOTAL DISBURSEMENTS OF PRINCIPAL $ 14,158.06 DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES misce aneous costs associated with the estate FAMILY EXEMPTION NONE $0.00 FEDERAL, STATE & LOCAL TAXES 7/14/2008 Register of Wills, filing fee for Inventory and Inheritance $30.00 Tax Return 7/14/2008 Register of Wills, Agent, Inheritance Tax 1,856.96 NONE $0.00 TOTAL DISTRIBUTIONS OF PRINCIPAL TO BENEFICIARIES $0.00 PRINCIPAL BALANCE ON HAND FIDUCIARY VALUE AT ACQUISITION 10/09/2008 VALUE NONE CHANGES IN PRINCIPAL HOLDINGS Cash Household goods ** Less items listed above on accounting TOTAL PRINCIPAL BALANCE ON HAND INFORMATION SCHEDULES PRINCIPAL INVESTMENTS MADE $5,707.50 $6,981.04 415.00 475.00 -2, 397.08 $ 3,725.42 $ 7,456.04 $0.00 LAW OFFICES SNELBAKER SC BRENNEMAN, P.C. NONE $0.00 Page 4 RECEIPTS OF INCOME 11/21/2008 PNC Bank, estate account #5140172114, interest TOTAL RECEIPTS OF INCOME DISBURSEMENTS OF INCOME NONE TOTAL DISBURSEMENTS OF INCOME DISBURSEMENTS OF INCOME TO BENEFICIARIES LAW OFFICES SNELBAKER EC BRENNEMAN, P.C. NONE TOTAL DISBURSEMENTS OF INCOME TO BENEFICIARIES $7.58 $7.58 $0.00 $0.00 $0.00 $0.00 Page 5 UNPAID CREDITORS: NONE '* PERSONS INTERESTED IN DISTRIBUTION OF ESTATE: 1 ~ Susan I. Meadows 3807 Chippenham Road Mechanicsburg, PA 17050 2. Patrick S. Machusak 937 Hickory Ridge Circle Milford, MI 48380 3. Jeffrey L. Machusak 257-2D Gemini Drive Hillsborough, NJ 08876 LAW OFFICES SNELBAKER EC BRENNEMAN, F.C. Page 6 PROPOSED DISTRIBUTION TO BENEFICIARIES Susan I. Meadows, Executrix and Accountant herein, proposes to distribute the balance of the Estate of Elizabeth E. Machusak, Deceased, to wit: $3,725.42 in accordance with the Last Will and Testament of said Decedent as follows: 1. Susan I. Meadows 1/3 of residues as per Item Third of Will White Bedroom Set per Item 2 of Will $80.00 Household goods retained In-Kind $50.00 Cash $1,165.14 LAW OFFICES SNELBAKER SC BRENNEMAN. P.C. 2. Patrick S. Machusak 1/3 of residues as per Item Third of Will Household goods retained In-Kind Cash 3. Jeffrey L. Machusak 1/3 of residues as per Item Third of Will Household goods retained In-Kind Cash TOTAL DISTRIBUTION: $20.00 $1,195.14 1,295.14 1,215.14 1,215.14 $265.00 $950.14 3, 725.42 Page 7 VERIFICATION SUSAN I. MEADOWS, Executrix under the Last Will and Testament of ELIZABETH E. MACHUSAK, Deceased hereby declares under oath that she is fully and faithfully discharged the duties of her office; that the foregoing First and Final Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the Estate have been paid in full; to her knowledge, there are no claims outstanding against the Estate; that all taxes presently due from the Estate have been paid; and that the grant of Letters Testamentary and the first complete advertisement thereof occurred more than four months before the filing of the foregoing First and Final Account. This statement is made subject to penalties of 18 pa. C.S.A. Section 4904 relating to unsworn falsification to authorities. ~~'~ Susan I. Meadows, Executrix Dated: ~,Pl~f'~-~c.l Y rj~, L"'Gf~9 Subscribed and sworn to by SUSAN I. MEADOWS before me this `~~~` day of '.~'~rrxai' , 2009 Notary Pubic COMMONWEALTi-t Ur t~E~'v;vSYLVANIA Notarial Sea! Susan L. Matrazi, Notary Public Mechanicsburg Boro; Curriberiand County My Commission ExFires Nov. 24, 2011 Member, Penns~yivan~'~: ,3<,~ ~:;~!~'~ "" n~ Notaries LAW OFFICES SNELBAKER EC BRENNEMAN. P.C. Page 8