HomeMy WebLinkAbout04-30-09 (2)n ,
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RECEIPT AND RELEASE '~~-~? -
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WHEREAS, Helen B. Eisenhauer, late of BorougFi=~qf ~-~.; ,
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Mechanicsburg, County of Cumberland and Commonwealth of w
Pennsylvania, died on February 28, 2006, having first made her
Last Will and Testament in writing probated before the Register
of Wills of said Cumberland County on March 6, 2006, and Letters
Testamentary were issued on the same date to Cindy Lou Poorman
and Lynn R. Eisenhauer, the Executor's named in the Last Will and
Testament of said Decedent; and
WHEREAS, said Executor's has entered upon and completed
their administration of said Decedent's Estate as set forth in
their 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, Cindy Lou
Poorman and Lynn R. Eisenhauer, 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
Distribution, and find the same to be true and correct, and in
LAW OFFICES
SNELBAKER 8C 1
BRENNEMAN, F.C.
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 Cindy Lou Poorman and Lynn R.
Eisenhauer, Executor's of the Estate of Helen B. Eisenhauer, the
cash, personalty and/or real estate 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 fu11 share, part
or dividend of the Estate of Helen B. Eisenhauer, Deceased.
NOW, THEREFORE, we, and each of us, the said Cindy Lou
Poorman and Lynn R. Eisenhauer, do by these presents, remise,
release, quit-claim and forever discharge the said Cindy Lou
Poorman and Lynn R. Eisenhauer, their 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 Wi11s of said
Cumberland County and by having the balance in the hands of the
LAW OFFICES
SNELBAKER SC 2
BRENNEMAN, P.C.
Executor's, as shown by said Account, distributed by the Court of
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 Cindy Lou Poorman and
Lynn R. Eisenhauer, 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's such amounts thereof as may be necessary to pay such
debts or demands.
IN WITNESS WHEREOF, we have hereunto set our hands and seals
LAW OFFICES
SNELBAKEF: SC
BRENNEMAN, F.C.
this day of 2008.
WITNESSED BY:
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STATE OF COLORADO
SS.
COUNTY OF } ~~~~ ~ )
On this the ~~-m day of j~C~:~mb-~Y 2008, before me, a
Notary Public in and for said State and County, the undersigned
officer, personally appeared Cindy Lou Poorman, 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 WI-IEREOF, I hereunto set my hand and official
seal.
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LAW OFFICES
SNELBAKER SC 4
BRENNEMAN, P.C.
COMMONWEALTH OF PENNSYLVANIA )
SS.
COUNTY OF ~~~~,~~~ )
On this the ~~ day of ~~ ~ ~ 200, before me, a
Notary Public in and for said State and County, the undersigned
officer, personally appeared Lynn R. Eisenhauer, 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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IN WITNESS WHEREOF, I hereunto set my hand and official
seal.
Notary Public
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LAW OFFICE'S
SNELBAKEF. SC 5
BRENNEMAN, P.C.
ESTATE NO. 21-06-0196
FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED
DISTRIBUTION OF AND BY CINDY LOU POORMAN AND LYNN R.
EISENHAUER, CO-EXECUTOR'S OF THE ESTATE AND UNDER
THE LAST WILL AND TESTAMENT OF HELEN B. EISENHAUER,
DECEASED, LATE OF MECHANICSBURG BOROUGH, CUMBERLAND
COUNTY, PENNSYLVANIA
Cindy Lou Poorman and Lynn R. Eisenhauer, Co-Executor's as aforesaid and the
Accountants herein, avers as follows:
DATE OF DECEDENT'S DEATH: February 28, 2006
DATE LETTERS TESTAMENTARY ISSUED: March 6, 2006
DATES EXECUTOR NOTICE ADVERTISED:
Cumberland Law Journal March 17, 24, 31, 2006
Patriot-News March 15, 22, 29, 2006
FIRST AND FINAL ACCOUNT
PERSONALTY -PRINCIPAL ACCOUNT
DEBITS
LAW OFFICES
SNELBAKER SC
BRENNEMAN, P.C.
The Accountants charge themselves with the receipt of the following items of
D ecedent's Personalty valued as of the date of Decedent's death:
1. The Hershey Company, 23.8036 shares of common stock valued $ 1,226.12
at $51.51 per share
2. UGI Corporation, 54.024352 shares of common stock valued at $22.40 per share 1,210.15
3. United States Savings Bonds, 126E & EE Bonds, 21 I Bonds and 72,728.35
7 HH Bonds (total of 135 bonds)
4. 1992 Plymouth Acclaim, Kelly Blue Book value 850.00
5. Household goods, sale proceeds 7,375.50
6. Internal Revenue Service, refund due on 2005 personal income tax return 258.00
7. Jewelry, appraised value 1,400.00
8. Member's First Federal Credit Union, savings account #81481-00 4,452.83
9. Member's First Federal Credit Union, checking account #81481-11 11,797.87
10. Member's First Federal Credit Union, money management account, #81481-05 38.54
11. Member's First Federal Credit Union, certificate of deposit, #81481-47 11,176.11
12. Member's First Federal Credit Union, certificate of deposit, #81481-49 4,039.97
13. Member's First Federal Credit Union, certificate of deposit, #81481-50 30,337.24
14. Member's First Federal Credit Union, certificate of deposit, #81481-51 5,106.19
15. Pennsylvania State Bank, certificate of deposit, #9150004885 5,141.68
16. Sovereign Bank, checking account, #1681717735 1,166.23
17. Sovereign Bank, savings account, #1684009002 323.35
18. Verizon, refund on phone service 3g,g7
19. MetLife, life insurance proceeds 891.75
20. UGI, refund on gas service 128.53
21. Commonwealth of Pennsylvania, refund on Inheritance Tax 15.09
22. University of Colorado Hospital, refund on medical services 284.71
23. Internal Revenue Service, refund due on 2006 personal income tax return 516.00
24. Jackson National Life, annuity payment 339.83
Page 1
25. Civil Service pension payment
26. Social Security payment
TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, DEBITS:
PERSONALTY -PRINCIPAL ACCOUNT
CREDITS
2.00
100.00
11,263.60
504.30
80.00
53.93
15.00
6.00
2,500.00
10, 000.00
114.00
11.00
284.71
6,523.49
15.00
50.00
2,755.21
22.61
15.00
6,980.56
203.44
9,500.00
642.39
350.00
1,000.00
TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, CREDITS: $ ~[,yy1.14
992.18
458.00
$ 162,294.09
The Accountants claim credit for the payment of the following items from
Decedent's Personalty Account:
1. Orrstown Bank, phone transfer fee $
2. Mumma's Jewelry, appraisal fee
3. Ronan Funeral Home, funeral services
4. Member's First Federal Credit Union, return of PA retirement check paid in error
5. Community Life Team EMS, ambulance service
6. Cingular, cell phone service
7. Register of Wills, filing fee for Inheritance Tax return for Estate of
Robert Eisenhauer
8. Internal Revenue Service, adjustment on 2005 Individual Income Tax
9. Mt. Zion Church, donation
10. Register of Wills, Agent, payment on account of Inheritance Tax
11. Griswold Special Care, medical services
12. Barry L: Heckard, Sr., personal taxes
13. University of Colorado Hospital, medical services
14. Register of Wills, Agent, Inheritance Tax
15. Register of Wills, filing fee for Inheritance Tax return
16. Register of Wills, additional probate fee
17. Ensminger Auctioneers, commission and expenses on sale of household goods
18. Register of Wills, taxes due on Supplemental Inheritance Tax Return
19. Register of Wills, filing fee for Supplemental Return
20. Member's First Federal Credit Union, checks written on checking account #81481-11
21. Unknown difference in Member's First Federal Credit Union checking account
unable to obtain bank statements and adjustment agreed to by all executors/beneficiaries
22. Snelbaker & Brenneman, P.C., attorney services
23. Snelbaker & Brenneman, P.C., costs advanced
a. Register of Wills, probate fees 314.00
b. Register of Wills, probate fees for Estate of 62.00
of Robert Eisenhauer
c. Cumberland Law Journal, advertising Executors' Notice 75.00
d. Patriot-News, advertising Executors' Notice 151.39
e. Register of Wills, short certificates 40.00
24. Snelbaker & Brenneman, P.C., attorney services for Estate
of Robert Eisenhauer
25. Reserve for filing fees, accounting fees and other miscellaneous costs
associated with the administration of the Decedent's Estate
PERSONALTY -INCOME ACCOUNT
DEBITS
LAW OFFICES
SNELBAKER SC
BRENNEMAN, P.C
The Accountants charge themselves with the receipt of the following
income from the investment of Personalty Principal:
1. Orrstown Bank, interest on estate checking account $ 63.67
Page 2
2. Orrstown Bank, interest on estate money market account 3,023.90
3. United States Treasury, interest on savings bonds 103.96
4. Pennsylvania State Bank, interest on certificate of deposit 81.05
5. Sovereign Bank, interest on checking and savings account 7.84
6. UGI Corporation, dividends 15.87
7. Member's First Federal Credit Union, account #81481-00, interest 1.23
8. Member's First Federal Credit Union, account #81481-11, interest 0.08
TOTAL, PERSONALTY, INCOME ACCOUNT, DEBITS: $ 3,297.60
PERSONALTY -INCOME ACCOUNT
CREDITS
The Accountants claim credit for the payment of the following items
from the Personalty Principal Account:
1. H&R Block, preparation of 2005 Individual taxes $ 350.00
2. Greenawalt & Company, P.C., preparation of 2006 Individual taxes 375.00
3. Greenawalt & Company, P.C., preparation of 2006-2007 Fiduciary taxes 450.00
4. Greenawalt & Company, P.C., preparation of 2008 Fiduciary taxes 300.00
TOTAL, PERSONALTY, INCOME ACCOUNT, CREDITS: $ 1,475.00
REAL ESTATE -PRINCIPAL ACCOUNT
DEBITS
The Accountants charge themselves with the receipt of Decedent's
Real Estate as follows:
1. Property located at 43 West Keller Street, Borough of Mechanicsburg, $ 139,000.00
Cumberland County, Mechanicsburg, PA, sale value
2. Adjustments made at settlement for property in Mechanicsburg 1,404.36
for sewer, city, county, school taxes
3. Reimbursement for 2006 school taxes paid to tax collector prior to settlement 1,093.76
on Mechanicsburg property
4. Property located at 26431 Flipper Road, Millsboro, DE 19966, sale value 11,500.00
5. Adjustments made at settlement for property in Delaware for taxes, 238.76
sewer and oil reimbursement
TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, DEBITS: $ 153,236.88
REAL ESTATE -PRINCIPAL ACCOUNT
CREDITS
LAW OFFICES
SNELBAKER EC
BRENNEMAN, P.C.
e Accountants claim credit for the payment of the following
items from Real Estate Principal Account:
RSR Appraisers & Analysts, real estate appraisal fee
American Modern Home Insurance Co., homeowners insurance
Eugene Caulbourne, clean up lot in Delaware
Barry L. Heckard, Sr., Real Estate Taxes, Mechanicsburg property
Westfield Insurance Co., homeowners insurance
Treasury Division, Delaware school tax
Ed Baker, winterizing mobile home in Delaware
Settlement charges on Mechanicsburg property
a. Auctioneer commission 6,950.00
b. Notary fees 5.00
c. County and school taxes 1,534.61
300.00
261.75
250.00
1, 093.76
124.75
361.79
75.00
8,494.61
Page 3
d. Tax certification 5.00
9. Settlement charges on Delaware property 3,721.58
a. Realtors commission 2,000.00
b. Document preparation 100.00
c. Sewer 119.06
d. Repairs 400.00
e. Inspection fee 50.00
f. Trash and lot rent 1,052.52
10. United Water Pennsylvania, water service Mechanicsburg property 117.51
11. UGI, gas service Mechanicsburg property 974.72
12. PPL Electric, electric service Mechanicsburg property 220.05
13. Verizon, phone service Mechanicsburg property 176.04
14. Mechanicsburg Borough, sewer/refuse 313.26
15. Comcast Cable, cable TV service Mechanicsburg property 200.95
16. Delaware Electric Cooperative, electric service Delaware property 177.27
17. Long Neck Water Company, water service Delaware property 130.41
18. Wilson Baker, Inc., gas service Delaware property 92.77
19. Sussex County Council, utility Delaware property 353.32
i TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, CREDITS: $ 17,439.54
REAL ESTATE -INCOME ACCOUNT
DEBITS
Accountants charge themselves with the receipt of the
income from the investment of Real Estate Principal Account: $ NONE
TOTAL, REAL ESTATE, INCOME ACCOUNT, DEBITS: $ NONE
REAL ESTATE -INCOME ACCOUNT
CREDITS
The Accountants claim credit for the payment of the following items
from the Real Estate Income Account: $ NONE
TOTAL, REAL ESTATE, INCOME ACCOUNT, CREDITS: $ NONE
LAW OFFICES
SNELBAKER EC
BRENNEMAN, P.C.
Page 4
RECAPITULATION
LAW OFFICES
SNELBAKER SC
BRENNEMAN, P.C.
PERSONALTY:
PRINCIPAL ACCOUNT:
Debits
Credits
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:
$ 162,294.09
$ 52,992.24
$ 3,297.60
$ 1,475.00
109, 301.85
1,822.60
$ 111,124.45
$ 153,236.88
$ 17,439.54
$ NONE
135, 797.34
$ NONE
$ 135,797.34
$ 246,921.79
Page 5
STATEMENT OF PROPOSED DISTRIBUTION
LAW OFFICES
SNELBAKER SC
BRENNEMAN, P.C:.
Cindy Lou Poorman and Lynn R. Eisenhauer, Co-Executor's and Accountants
herein, proposes to distribute the balance of the Estate of Helen B. Eisenhauer,
Deceased, to wit: $246,921.79 in accordance with the Last Will and Testament
of said Decedent as follows:
Cindy Lou Poorman
50% of residue as per item Third of Will
a. Hershey Company, 11.9018 shares stock, In-Kind
b. UGI Corporation, 24.024352 shares stock, In-Kind
c. Cash
d. Advance Distributions
5/19/06 Advance Distribution 30,000.00
10/30/06 Advance Distribution 40,000.00
2/22/07 Advance Distribution 4,008.59
6114107 Advance Distribution 30,000.00
4/21/08 Advance Distribution 7,000.00
e. Jewelry In-Kind per Bequest Item Second of Will
Lynn R. Eisenhauer
50% of residue as per item Third of Will
a. 1992 Plymouth Acclaim, In-Kind
b. Hershey Company, 11.9018 shares stock , In-Kind
c. UG4 Corporation, 30 shares stock, In-Kind
d. Cash
e. Advance Distributions
5/19/06 Advance Distribution 30,000.00
10/30/06 Advance Distribution 40,000.00
2/22/07 Advance Distribution 4,008.59
6/14/07 Advance Distribution 30,000.00
$ 613.06
$ 538.15
$ 10,601.10
$ 111, 008.59
$ 850.00
$ 613.06
$ 672.00
$ 16,617.24
$ 104, 008.59
$ 122,760.90
$ 1,400.00
TAL FOR DISTRIBUTION:
$ 122,760.89
L4Fi,y1'I./y
Page 6
STATE OF COLORADO
SS:
COUNTY OF ~ 11Ve
Cindy Lou Poorman, being duly sworn according to law deposes and says:
that she is the Co-Executor of the Estate and under the Last Will and Testament of
Helen B. Eisenhauer, 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 Propases! Distribution; and that the facts set forth in the foregoing
First and Final Accourfi a~Id Statement of Proposed Distribution are true and
correct to the best of her knowledge, information and belief.
dy ou Poorman
C xecutor and Accountant
LAW OFFICES
SNELBAKEF2 Ef
BRENNEMAN. P.G.
Sworn to and subscribed before me
this ~~~ day of 1~~Ce-+~lbt'--~' 2008
- (~t~ry~ublic
My Commission Expires 07!30/2011
Page 7
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF ~G,C~-~,~CO~
Lynn R. Eisenhauer, being duly sworn according to law deposes and says:
that he is the Co-Executor of the Estate and under the Last Will and Testament of
Helen B. Eisenhauer, 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 Distriuutiorl; dilU tiYat tl"ie f8a-.iS 3:a firth `~'.^ th,~ f~rc~i^~ir'g
First and Final Account and Statement of Proposed Distribution are true and
correct to the best of his knowledge, information and belief.
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L/j' ,%" Lyn -R. Eisenhauer
'' Co-Executor and Accountant
Sworn to and subscribed before me
this Z~ day of ~~ ` 200
Notary Public
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1
LAW OFFICES
SNELBAKER SC
BRENNEMAN, P.C.
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