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Home My WebLink About05-28-09 (2)RECEIPT AND RELEASE WHEREAS, Mary E. Fuller, late of Monroe Township, County of Cumberland and Commonwealth of Pennsylvania, died on September 28, 2007, having first made her Last Will and Testament in writing probated before the Register of Wills of said Cumberland County on October 12, 2007, and Letters Testamentary were issued on the same date to Marylou Sharp, 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, Marylou Sharp, LAW OFFICES SNELBAKER 8C BRENNEMAN, P.C. Ruth A. Sharp and Edward C. Fuller, 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 an~~taterxient _of c ~i~ __ I ~ Z~ Proposed Distribution, and find the same to be tra~':~d c~drrect, . r-~ r, i!' -a LJ I_~t,, _' .~ - -.... ~,.~ .i> (`J N ~~~ 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 Marylou Sharp, Ruth A. Sharp and Edward C. Fuller, 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. IN WITNESS WHEREOF, we have hereunto set our hands and seals this day of 2009. WITNESSED BY: ~~~T,'~~.-/'~ _ ~~~ ( SEAL ) Mary u Sharp `~ ~~ ~ ( SEAL ) Ru A. Sharp (SEAL) ward C. Fuller LAW OFFICES SNELBAKER SC 3 BRENNEMAN, F.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 Marylou Sharp, Ruth A. Sharp and Edward C. Fuller, 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. IN WITNESS WHEREOF, we have hereunto set our hands and seals this day of 2009. ~. v`~ -~.~-~GYr ... Marylou Sha Ru~Eh A. Sharp (SEAL) (SEAL) ~~ ( SEAL ) Edward C. Fuller LAW OFFICES II SNELBAKER & 3 BRENNEMAN, P.C. (WITNESSED BY: COMMONWEALTH OF PENNSYLVANIA) SS. COUNTY OF CUMBERLAND) On this the ~~h day of ~'[p~ 2009, before me, a Notary Public in and for said StaUUte and County, the undersigned officer, personally appeared Marylou Sharp, 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 I seal. ~~K~~ COMMONWEALTH OF PENNSYLVANIA Notary Pub t i c Notarial Seal Sandra K Showers, Notary Public Mechanicsburg Bara, rb~anberiand County My Commissian expires Nav. 22, 2011 Member, Pennsyivartia As~ciation of Notaries LAW OFFICES II SNELBAKER & Q BRENNEMAN, f .C. COMMONWEALTH OF PENNSYLVANIA) SS. COUNTY OF CUMBERLAND) On this the 13~ day of ~'`~~ 2009, before me, a Notary Public in and for said State and County, the undersigned officer, personally appeared Ruth A. Sharp, 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. COMMONWEALTH OF PENNSYLVANIA Notary Publ i c Notarial Seat Sandra K Show9ers, Notary Public Mechanicsburgi Soya, C.urribcriar~d Courrty My Canmis.~ia~t i~x~irc-s Nov. 22, 2!?11 Member, Pennsylvania Rssociation of Notaries LAW OFFICES II SNELBAKER ECrJ BRENNEMAN, P.C. COMMONWEALTH OF PENNSYLVANIA) SS. COUNTY OF ) LAW OFFICES SNELBAKER 8( BRENNEMAN, F.C. On this the 18TH day of MAY 2009, before me, a Notary Public in and for said State and County, the undersigned officer, personally appeared Edward C. Fuller, 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. NOTARIAL SEAL ~- ~M'''- Tammy Bertram, Notary Public Cresson, Cambria County, PA t a r y P u b t i c My Commission Expires June 29, ZOt 1 6 ESTATE NO. 21-07-2922 FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED DISTRIBUTION OF AND BY MARYLOU SHARP EXECUTRIX OF THE ESTATE AND UNDER THE LAST WILL AND TESTAMENT OF MARY E. FULLER, DECEASED, LATE OF MONROE TOWNSHIP CUMBERLAND COUNTY, PENNSYLVANIA arylou Sharp, Executrix as aforesaid and Accountant herein, avers as follows: DATE OF DECEDENT'S DEATH: September 28, 2007 DATE LETTERS TESTAMENTARY ISSUED: October 12, 2007 DATES EXECUTOR NOTICE ADVERTISED: Cumberland Law Journal October 26, November 2, November 9, 2007 The Sentinel October 17, 24, 31, 2007 FIRST AND FINAL ACCOUNT PERSONALTY -PRINCIPAL ACCOUNT DEBITS LAW OFFICES SNELBAKER SC BRENNEMAN, P.C. ie Accountant charges herself with the receipt of the following items of Decedent's Personalty valued as of the date of Decedent's death: 1. MetLife Financial, 50 shares of common stock valued at $69.91 per share $ 3,495.50 2. Cash, travelers checks found among decedent's belongings 60.00 3. Highmark, refund unused medical premium 282.92 4. Household goods 280.00 5. M&T Bank, checking account #8892312888 5,937.66 6. Member's First Federal Credit Union, savings account #285914-00 25.00 7. The Hancock Group, Inc., investment account #00010633380 7,100.22 TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, DEBITS: $ 17,181.30 PERSONALTY -PRINCIPAL ACCOUNT CREDITS fhe Accountant claims credit for the payment of the following items from Decedent's Personalty Account: 1. Marylou Sharp, reimburse for funeral flowers $ 218.36 2. Brugger Funeral Nome, funeral services 6,319.30 3. Deluxe, check printing charge 18.75 4. Edward Fuller, reimburse for refrigerator removal and obituary 94.20 5. Register of Wills, Agent, estimated Inheritance Tax payment 3,000.00 6. Kinetic Imaging, medical services 38.32 7. Marylou Sharp, reimburse for postage 41.00 8. Forest Park Health Center, nursing home care 1,316.00 9. Marylou Sharp, reimburse for truck rental 259.99 10. Register of Wills, Agent, Inheritance Tax payment 1,767.09 11. Register of Wills, filing fee for Inheritance Tax return 15.00 12. Register of Wills, additional probate fee 215.00 Page 1 13. MetLife Financial, loss on sale of stock 661.75 14. Highmark, medical insurance premium 140.30 15. Greenawalt & Company, P.C., preparation of Fiduciary Income Tax Returns 395.00 16. Marylou Sharp, reimburse for mileage and toll charges for trips to property in 1,458.50 Cresson (3,315 miles @ .40 cents per mile plus toll charges $132.50) 17. Marylou Sharp, payment of family exemption 3,500.00 18. Snelbaker & Brenneman, P.C., attorney fees 3,000.00 19. Snelbaker & Brenneman, P.C., reimburse for costs advanced: 388.58 a. Register of Wills, short certificates 4.00 b. Register of Wills, exemplified letters 40.00 c. The Sentinel, advertise Executrix Notice 174.58 d. Cumberland Law Journal, advertise Executrix Notice 75.00 e. Register of Wills, probate fee 95.00 20. Reserve for filing fees, accounting fees and other miscellaneous costs 1,000.00 associated with the administration of the decedent's estate TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, CREDITS: $ 23,847.14 PERSONALTY -INCOME ACCOUNT DEBITS Accountant charges herself with the receipt of the following income from the investment of Personalty Principal: The Hancock Group, Inc., investment account #00010633380, interest $ 81.76 MetLife Financial, dividends 37.00 M&T Bank, checking account #8892312888, interest 0.13 TOTAL, PERSONALTY, INCOME ACCOUNT, DEBITS: $ 118.89 PERSONALTY -INCOME ACCOUNT CREDITS Accountant claims credit for the payment of the following items from the Personalty Principal Account: Pennsylvania Department of Revenue, 2008 Fiduciary Income Tax $ 4.00 TOTAL, PERSONALTY, INCOME ACCOUNT, CREDITS: $ 4.00 REAL ESTATE -PRINCIPAL ACCOUNT DEBITS Accountant charges herself with the receipt of Decedent's Real Estate as follows: Property known and numbered as 300 Park Street, Borough of Cresson, $ 85,000.00 County of Cambria, Cresson, PA (sale value) Adjustment made at settlement for City and County taxes 739.60 TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, DEBITS: $ 85,739.60 LAW OFFICES SNELBAKER SC BRENNEMAN, P.C. Page 2 REAL ESTATE -PRINCIPAL ACCOUNT CREDITS Accountant claims credit for the payment of the following items from Real Estate Principal Account: Settlement charges as follows: 5,gg9.84 a. Century 21 Strayer & Assoc, realtors commission 5,100.00 b. Transfer tax on sale of real estate 850.00 c. Cresson Borough, final water bill 49.84 Cresson Borough, water service Dominion Peoples, gas service Penelec, electric service Melvin J. Baker, Tax Collector Marylou Sharp, reimburse for paint and cement required for repairs to property 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 $C BREfVfYEMAN, P.C. Accountant claims credit for the payment of the following items from the Real Estate Income Account: TOTAL, REAL ESTATE, INCOME ACCOUNT, CREDITS: 638.25 1,411.49 109.59 1,144.09 214.15 9, 517.41 $ NONE $ NONE $ NONE $ NONE Page 3 ? • 1 RECAPiTtJLAT10N 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: $ 17,181.30 $ 23,847.14 $ (6,665.84) $ 118.89 $ 4.00 $ 114.89 $ (6,550.95) $ 85,739.60 $ 9,517.41 $ 76,222.19 $ NONE $ NONE $ NONE 76, 222.19 $ 69,671.24 I LAW OFFICES SNELBAKER & BRENNEMAN, P. C. Page 4 STATEMENT OF PROPOSED DISTRIBUTION LAW OFFICES SNELBAKER SC BRENNEMAN, P.C. Marylou Sharp, Executrix and Accountant herein, proposes to tribute the balance of the Estate of Mary E. Fuller, Deceased, to wit: 3,671.24 in accordance with the Last Will and Testament of said Decedent follows: Marylou Sharp 1/3 of residue as per Item 2 of Will Household goods retained in-kind Cash Ruth A. Sharp 1/3 of residue as per Item 2 of Will Household goods retained in-kind Cash Edward C. Fuller 1/3 of residue as per Item 2 of Will Household goods retained in-kind Cash 'AL FOR DISTRIBUTION: $ 23,223.74 80.00 23,143.74 $ 23,223.75 85.00 23,138.75 $ 23,223.75 115.00 23,108.75 $ 69,671.24 Page 5 COMMONWEALTH OF PENNSYLVANfA SS: COUNTY OF CUMBERLAND Marylou Sharp, 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 Mary E. Fuller, 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. , Marylou Sharp Executrix and Accountant Sworn to and subscribed before me this ~l~ day of ~1 cxL,y- 2009 ~~~ ~~~~~ Notary Public COMMONWEALTH OF PENNSYLVANIA Notaraa9 Sa;;al Sandra K Sho+rr~rs, illntary Public Mechanicsburg E3s~n: ",;; *~:~rland County My ConxnissEor~ i::~~: ~ Nciv. 22, 2011 Member, Pennsylvania +4ssoctaaipn of Notarlas LAW OFFICES SNELBAKER SC BRENNEMAN, P.C. Page 6