HomeMy WebLinkAbout04-21-09 (2)RECEIPT AND RELEASE
WHEREAS, Velma A. Jones, late of Hampden Township, County of
Cumberland and Commonwealth of Pennsylvania, died on February 19,
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2007 and Letters of Administration were issued o~ march T, zD0'7.
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to Lee A. Jones, Administrator; .,--
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WHEREAS, said Administrator has entered upon aid coi~leted_'~
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his administration of said Decedent's Estate as set fort~"in his
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, Lee A. Jones
LAW OFFICES
SNELBAKER SC
BRENNEMAN, P.C.
being the principal legatee and distribute 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 I do hereby acknowledge
that I, this day ha~.re, had and received of and from Lee A. ones,
Administrator of the Estate of Velma A. Jones, the cash set
opposite my name in the above Statement of Proposed Distribution,
in full satisfaction, payment and discharge of all such sum or
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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 Velma A. Jones, Deceased.
NOW, THEREFORE, I the said Lee A. Jones, do by these
presents, remise, release, quit-claim and forever discharge the
said Lee A. Jones, his 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
!administration in the Office of the Register of Wills of said
Cumberland County and by having the balance in the hands of the
Administrator, as shown by said Account, distributed by the Court
of Common Pleas of Cumberland County - Orphans' Court Division, I
do hereby agree that the foregoing Account and Statement
concerning 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
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BRENNEMAN, P.C.
without the aid of such Court of Common Pleas - Orphans' Court
Division, that I the said Lee A. Jones, 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 Administrator 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 Cif%~~_~~ 2009.
WITNESSED BY:
,.
;( -ax~o ( SEAL )
Lee A. ones
LAw o~icES
SNELBAKER SC 3
BRENNEMAN, F.C.
STATE OF FLOyRI((DA )
COUNTY OF (~ I~ ~~~c:.~-` ~ ) SS .
On this the (~ day of ~~~r 2009, before me, a
Notary Public in and for said State and County, the undersigned
officer, personally appeared Lee A. Jones known to me (or
satisfactorily proven) to be the person whose name is subscribed
to the within instrument and acknowledged that he executed the
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(same for the purposes therein contained.
IN ~IITNESS ~hTHEREOF, I hereunto set my hand and official
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Notary Public
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SNELBAKER SC 4
BRENNEMAN, P.C.
ESTATE N0.21-07-0197
FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED
DISTRIBUTION OF AND BY LEE A. JONES, ADMINISTRATOR
OF THE ESTATE OF VELMA A. JONES, DECEASED, LATE OF
HAMPDEN TOWNSHIP; CUMBERLAND COUNTY, PENNSYLVANIA
'e A. Jones, Administrator as aforesaid and Accountant herein,
avers as follows:
DATE OF DECEDENT'S DEATH: February 19, 2007
DATE LETTERS ADMINISTRATION ISSUED: March 2, 2007
DATES EXECUTOR NOTICE ADVERTISED:
Cumberland Law Journal N/A
Patriot-News N/A
FIRST AND FINAL ACCOUNT
PERSONALTY -PRINCIPAL ACCOUNT
DEBITS
ie Accountant charges himself with the receipt of the following items of
Decedent's Personalty valued as of the date of Decedent's death:
1. Citizens Bank, savings account #6140167876 $ 22,799.90
2. Citizens Bank, checking account #6100703959 15,394.14
3. Delbrook Manor, refund security deposit on apartment 126.00
4. Comcast, refund overpyament paid with funds from administrator 86.20
TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, DEBITS: $ 38,406.24
PERSONALTY -PRINCIPAL ACCOUNT
CREDITS
'he Accountant claims credit for the payment of the following items from
Decedent's Personalty Account:
1. PPL Electric, electric service $ 395.45
2. Myers Funeral Home, funeral services 7,075.00
3. Delbrook Manor, apartment rent March 2007 600.00
4. Lee A Jones, advance distributions 25,069.60
5. Citizens Bank, service charge 19.79
6. Register of Wills, Agent, inheritance tax due 1,205.71
7. Register of Wills, filing fee for Inheritance tax return 15.00
8. Snelbaker & Brenneman, P.C., attorney services 2,000.00
9. Snelbaker & Brenneman, P,C.. costs advanced: 138.75
a. Probate fees, 113.00
b. FedEx, overnight inheritance tax return to Administrator 25.75
10 . Register of Wills, filing fee for Receipt & Release and inventory _ 20.00
TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, CREDITS: $ 36,539.30
LAW QFF4CE5
SNELBAKER &
BRENNEMAN, P.C.
Page 1
PERSONALTY -INCOME ACCOUNT
DEBITS
he Accountant charges herself with the receipt of the following
income from the investment of Personalty Principal:
1. Citizens Bank, savings account #6140167876, interest
2. Citizens Bank, estate checking account. interest
TOTAL, PERSONALTY, INCOME ACCOUNT, DEBITS:
PERSONALTY -INCOME ACCOUNT
CREDITS
Accountant claims credit for the payment of the following items
from the Personalty Principal Account:
TOTAL, PERSONALTY, INCOME ACCOUNT, CREDITS:
REAL ESTATE -PRINCIPAL ACCOUNT
DEBITS
Accountant charges herself with the receipt of Decedent's
Real Estate as follows:
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:
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
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BRENNEMAN, P.G.
Accountant claims credit for the payment of the following items
from the Real Estate Income Account:
TOTAL, REAL ESTATE, INCOME ACCOUNT, CREDITS:
$ 9.21
46.24
$ 55.45
$ NONE
$ NONE
$ NONE
$ NONE
$ NONE
$ NONE
$ NONE
$ NONE
$ NONE
$ NONE
Page 2
RECAPITULATION
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SNELBAKER 8C
BRENNEMAN, P.C.
PRINCIPAL ACCOUNT
Debits $ 38,406.24
Credits $ 36,539.30
Balance $ 1,866.94
INCOME ACCOUNT:
Debits $ 55.45
Credits $ NONE
Balance $ 55.45
TOTAL PERSONALTY
PRINCIPAL ACCOUNT:
Debits $ NONE
Credits $ NONE
Balance $ NONE
INCOME ACCOUNT:
Debits $ NONE
Credits $ NONE
Balance $ NONE
TOTAL REAL ESTATE:
$ 1, 922.39
c ninr.~r
$ 1, 922.39
Page 3
STATEMENT OF PROPOSED DISTRIBUTION
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SNELBAKER SC
BRENNEMAN, P.C.
Lee A.Jones, Administrator and Accountant herein, proposes to
istribute the balance of the Estate of Velma A. Jones, Deceased, to wit:
1,922.39 as follows:
Lee A. Jones
100% of residue
'AL FOR DISTRIBUTION:
$ 1,922.39
$ 1,922.39
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STATE OF FLORIDA ~'~
~rM k~GC1 ss:
COUNTY OF C"~
Lee A. Jones, being duly sworn according to law deposes and says:
that he is the Administrator of the Estate of Velma A. Jones, 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 First and Final Account and
Statement of Proposed Distribution; and that the facts set forth in the foregoing
First ar:d Fittai r~cccunt and Sta#em~.a;~t o~ Proposed Distrib~at~n art trot- and
correct to the best of his knowledge, information and belief.
;ry
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~~
Lee A. Jo s
Administrator and Accountant
Sworn to and subscribed before me
this ~ ~ day of ~~• ~ 2009
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LAW OFFICES
SNELBAKER SC
BRENNEMAN. P.C.
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