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Home My WebLink About06-19-09Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent• Robert W. Henry Date of Death• 11/22/08 File Number 2008-01207 Pursuant to Pa. O.C. Rule 6.12, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete :.................... ®Yes ~ No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is YES, state the following: a. Did the personal representative file a final account with the Court? ....... Yes ®No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? ............................... ®Yes Q No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and maybe attached to this report. ' /~ June 19, 2009 m i} r_=~7 N Q ~ ~., ~ c~ '- 4 Q ~ > <:; U L:~ C-:a r- u -L3 ~ ~cn ;:= ~__ _! L ~-: ~ w _1Q fir ' ^ .~ Z . U ~ ~,_~'-- o+ O~ c.::. g U c.i irc 'Perron FUiigthia Form Capacity: QPersonalRepresentative ®Counsel Kathleen K. Shaulis Nome ofPertrw, Filing thin Form P. O. Box 1229 AOQIeSt Carlisle, PA 17013 717-243-6655 Telep/gne Farm RW-/0 m.la./3.06 IN RE :ESTATE OF ROBERT W. HENRY, DECEASED Dale of Death: November 22, 2008 Wtfi No. 1207 of 2008 RECEIPT AND RELEASE The arcumstances leading up to the execwffon of this instrument are as follows: 1. Robert W. Henry died on November 22, 2008. Testamentary Cellars were granted to Frank J. Henry, brother of the Decedent and Executor ~ his Last Will end Testament dated Jury 21, 21)04. 2. Pursuant to hta Last WiN arx! Testament, specific bequests were left to ttre foQowing organizations: a. St. Matthew's United Church of Christ, Carlisle, PA - =5000.00. b. Grad Church United Methodist, Herristwtg, PA - 65000.00. 3. Pursuant to his Cast WGI and Testament, the foNowing people were named as n3slduary benefidsries, each of whom is entitled /o receive an squat 113 share of the decedent's estate as indicated: Frank J. Henry Jesn R. Adams 1101mperial Court Church of God Home Carlisle, PA 17013 825 N. Hanover Stroet Carlisle, PA 17013 4. Pursuant fo his Last W"dl and Testament, each of the folbwing people arc entitled to 118 share of the decedent's estate as issue of Sarah Garrett, deceased, who was named as a residuary beneficiary entitled to a 113 share of the decedent's estate: Mra. June R. Ymgst Mr. Jan R. C~aarrett 120 N. 45'" 3traet 119 Frank Street Harrisburg, PA 17111-2630 Warren, PA 16386-1503 5. An iniomral Accounting of the Administration of the Estate has been prepared by the Executor, and fs attached trereto as SChedule'A." 6. In consideration of the foregoing and intending to be legally bound hereby, Frank J. Henry, Jean R. Adams, Juna R. Yingst and Jan R. Garrett: A. Do hereby waive an audit of an account of the administration of the Estate of Robert W. Henry, deceased, by the Orphans' Court Division of the Court of Common Pleas of Cumberland County, Pennsylvania; B. Do hereby declare that they examined the attached informal account of the Estate of Robert W. Henry, deceased, that they find it to be true and correct in all particulars; that they accept and approve it with the same force and effect as if it had been prepared and duly filed with, audited, adjudicated and confirmed absolutely by the Orphans' Court Division of the Court of Common Pleas of Cumberland County, Pennsylvania; C. Do hereby acknowledge that Frank J. Henry, Executor, has distributed the assets of the Estate of Robert W. Henry, deceased; D. Do hereby absolutely and irrevocably remise, release, quitGaim and forever discharge Frank J. Henry, Executor, his heirs, executors, administrators and assigns, of and from any and all action, reckonings, liabilities, claims and demands relating in anyway to his administration of the Estate of Robert W. Henry, deceased; E. Do hereby indemnify and hold harmless Frank J. Henry, Executor, his heirs, executors, administrators and assigns, from and against any and all claims, losses, liabilities and damage which they may suffer or to which they may be subjected by reason of his administration of the Estate of Robert W. Henry, and the distribution of the estate without an account or the approval of the Orphans' Court Division of the Court of Common Pleas of Cumberland County, Pennsylvania, including but not limited to, any liability for any federal estate tax, Pennsylvania inheritance tax or any other death taxes, together with interest and costs incidental thereto, relating in any way. to the estate; and F. Do hereby declare it to be there intention that this instrument shall be legally binding upon them and upon their heirs, executors, ~~ ~. Juna R. Yingst - Date Jan R. Garrett Date administrators and assigns. F. Do hereby deGare it to be there intention that this instrument shall be legally binding upon them and upon their heirs, executors, administrators and assigns. Witness: Frank J. enry Date Jean R. Adams Date J R. Garrett Date ~,6 _o y F. Do hereby declare it to be there intention that this irrslnnnent shall be legally bintling upon them and upon their heirs, executors, admintatn~ors and asalgrrs. Witness: ~~ ~ ~.> . .y7~4 n R. Adams J p~ na R. mgat %~ p j ,~ Jan R. t3amett p~ .\ ESTATE OF ROBERT W. HENRY, DECEASED MAY 13, 2009 ASSETS Cash, Bank Deposits, Personal Property 251,292.43 2002 Chevrolet Malibu Sedan 4,150.00 Refund from Thomwald Home 2,060.18 Refund from United Heathcare 490.00 Interest and- miscellaneous income 8,805.33 Totaf Assets $266,797.94 DISBURSEMENTS Funeral expenses 9,890.22 Executor's Fee 0.00 Attorney's Fees 2513.00 Probate Fees, Petition, Short cert. 384.00 Legai Advertising 225.64 Inheritance Tax Filing Fee 15.00 PA. Inhenritance Tax 28196.83 Pa. State Income Tax 2008 payment 651.00 St. Matthev~s United Church of Christ specific devise 5000.00 Grace Church United Methodist -specific devise 5000.00 TOTAL DISBURSEMENTS $51,875.69 NET ASSETS/ EXPECTED DISTRIBUTION RESIDUARY ESTATE $214,922.25 EXPECTED DISTRIBUTION PER 1/3 RESIDUARY BENEFICIARY $71,640.75 EXPECTED DISTRIBUTION PER 1/6 RESIDUARY BENEFICIARY $35,820.37 Ttis Lww OFFICES OR Kw~ K. SHwvus, Ft3Q. P.o. t3rnc 1229 CARLlSLi, PA t 70 t 3 PHONE (7 i ~ 24'3865$ FA7r t71'~ 24.8618 EMAIL:.~r~s037ca~.~s~@srr~~rar~.ai~.COr+~ 1 adrnoa~dedgeahat_arLttle_,dtde rtdipified below, J_ neoeiyed dt behedf of SL Ntatlhew's United Church of Christ a k~egk7~'108 dated febnlary 26, 2tm9written -for the sum of five thousand dotlara (15000.00), from Frank J. Henry, Executor of the EstaM of Robert W. Henry. I further acknowledge that 1 acoaptad this check which is full payment of the bequest to St. Mattl~s United Church. of Christ under the Last Will and Teatsment of R~ert W. Henry dated July 21, 2004 as an agent of St Nlattllew's United Churrh M Christ. I)etB: ,~ ,(j r~ G, ~p~' ~7trJ Ol~ Signature 1~f1"c'71 ~~EO Name (Please PdM) L Dn~~ ~'~orr ~S:!/Pn~ Title ( Print) _ a3 - a,~ R` ySira -------- Chutch's Federal. Tax Number (EIN) S`t. a Unclad Church of Christ 3240 ti' ring_Resd Carfrele, PA 17013 THB LAW OP'F+'tCBS OF' KATHLtSEN K. SHAUftJ=, EtQ. P.O. BOX t ~.Z9 ~'~~ ~=, PA t 701 S PHONt (7 f 79 Z~4366lf5 FAx (7 f 79 ?1i~B618 EMAIL: JRSO37CARLrSLE~SPRiNTMAILCOM --------- - -- .. 1_aca~edndge_that oalbe..daLnindkaibaA below,.l.rrtoety_pdpn beheJf Grans . Church UniOsd Methodist a check #109 dated February 28, 2009 written for the sum of five thousand dotlars (:5000.00), from Frank J. Henry, Ex~r of the Estate of Robert W. Henry. I further acknowledge that I axepted this check which is full payment of the bequest to Greoe Church United Methodist under the Last WiN and Testament of Robert W. Henry dated July 21, 2004 as an agent of Gn~ce Church United Methodist. signature ~ / an,~~in /. F~~ n e r Name (Please Print) ~/"urlee . ,Bm~"loan > q fN/en~aric.l /a<c Title (Please Pript) ~ ,' 23 - I3ss.z ~i Church's Federal Tax Number (EIN) Grace Church Unified Methodic 25 Sauar 28" Street Harrisburg, PA 17103