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Home My WebLink About10-13-09John M. Smith Thomas G. Klingensmith Kevin D. Dolan Jeffrey S. Shank Julie M. Cooper Angela F. Rieck Henry F. Gingrich (1952-2001) 222 South Market Street Suite 201 P. O. Box 267 Elizabethtown, PA 17022 Phone (717)367-1370 Fax (717)367-3219 45 East Orange Street Lancaster, PA 17602 Phone (717)393-3684 Fax (717)393-0653 Web Site WWW.GSKDLAW.COM E-mail gskd@gskdlaw.com Gi ch Smip ATTURNEYSAT LAW October 9, 2009 Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013 RE: Estate of Margaret E. Moser No. 21-08-0683 Sir or Madam: Enclosed please find the original and one copy of the Account and Release and final Status Report. Kindly file the originals, time-stamp the copies and return to me in the enclosed self-addressed stamped envelope. A check in the amount of $35.00 is enclosed to cover the cost of same. Thank you for your assistance and should you have any questions, please 't hesitate to contact me. Very truly yours, GINGRICH, SMIT , KLINGENSMITH & DOLAN 1/ I- Juli .Cooper E~ ~ :--~ a ..o - - .) -"~ Cam? f z`t ~ -_ ~ -,, jai-`'~ GJ 1'~' r ~ -- _. ~ _~., •,, --d ~ N - -:....y n - T.~ C] Pa. O.C. Rule 6.12 STATUS REPORT , ~ ~~ _ '„~ REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: Margaret E. Moser Date of Death: 06/21/2008 File Number: 21-08-0683 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: []X 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 ^X 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? 0 Yes ~ No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of Orphans' Court and may be attached to this report. Dare 09/29/2009 Signature dt Capacity: Filing this Form Personal Representative ~ Counsel O ~.~. ~' t ~ CV ~ _ ~- t a - n" .`-~ , - r -~- t ~ w~ ~ .. ~; c. ~: ;.,_~ G :- V _. _- ~ci ~ , ~. 4_-:. . O.- C3_: Form RW-~O Rev. 10-13-2006 Julie M. Cooper Esq. Name o(Person Filing this Form 222 S. Market Street, Suite 201 PO Box 267 Address Elizabethtown, PA 17022 City, Stete, Zip (717)367-1370 Telephone Copyright (c) 2006 form software only The Lackner Group, Inc `~ 9 ~, ~ IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHAN'S COURT DIVISION MARGARET E. MOSER n N0.21-2008-683 `-~ ~? ACCOUNT AND RELEASE Date of Death: Accounting Period Gross Estate ` ~J C_3 ~.~ . f"7"1 -.17 ;~ : ;;ry, -, {--~ c , C:~'~z r; `~ C _~ June 21, 2008n- June 21, 2001'' August 25, 2009 $195,282.18 PRINCIPAL ACCOUNT Real estate located at 2139 Chestnut Street, Camp Hill, PA, sale price Prorated taxes at settlement Members 1S` Federal Credit Union Savings Account Ending #260 Members ls` Federal Credit Union Savings Account Ending #181 Members 1S` Federal Credit Union Checking Account Ending #181 Difference in the decedent's accounts from date of death to closing Misc. coins and checks from funeral Misc. deposit Misc. deposit r-a ~' :r? .w,7 ~-;°r ~-~7 C~ F'"i.~ ~:. a ~ -?~ r `s"1 C ' ~t -_~' ' - N Y ~.: ~.:.C.~ ~,~; :1- fi- _ rt c~ $182,750.00 1,543.28 2,006.54 1,124.95 3,045.74 1,972.77 337.96 2,410.00 90.94 TOTAL $195,282.18 DISBURSEMENTS Citi Mortgage Citi Mortgage Payoff Citi Mortgage Holy Spirit Hospital Quantum Imaging Cardiovascular Surgeons Kunkel Surg. Camp Hill Emergency Physicians PA Gastroenterology Moffitt Heart W.S. Anethesia Andrews & Patel $ 715.28 715.28 75,140.10 32.66 752.39 107.62 60.96 35.72 37.43 77.69 108.18 42.95 W.S. EMS 453.46 Holy Spirit Hospital 200.00 Dr. Azizkhan 226.89 Quantum Imaging 57.79 Holy Spirit Hospital 217.64 Quantum Imaging 763.23 Quantum Imaging 548.77 Musselman Funeral Home 8,066.66 Rolling Green Cemetery 1,550.00 Grace Lutheran Church 524.50 Letters Testamentary 310.00 Air conditioning for the decedent's house 275.59 Don Elbiansky, lawn service 240.00 Montour Oil 137.72 PA American Water 66.25 P.P. & L., electric bill 45.15 David Frank, trash removal 150.00 P.P. & L., electric bill 41.96 Real Estate settlement charges per HUD-1 25,003.16 Real Estate Seller's Assistance at settlement 1,962.17 P.P. & L, electric bill 42.67 Don Ezbiansky 120.00 PA American Water 49.32 P.P. & L., electric bill 37.57 Cumberland County Register of Wills, filing fee for Petition 15.00 Cumberland County Register of Wills, Short Certificate 4.00 Cumberland County Register of Wills, filing fee for PA inheritance tax return 30.00 The Sentinel Legal, estate publication 174.58 Cumberland Law Review, estate publication 75.00 Gingrich, Smith, Klingensmith & Dolan, escrow 200.00 Russell E. Moser, Executor fee 5,700.00 Gingrich, Smith, Klingensmith & Dolan, attorney fee 7,000.00 PA Department of Revenue, inheritance tax ($2,850.161ess discount $142.51) 2,707.65 TOTAL $134,822.99 TOTAL PRINCIPAL BALANCE $60,459.19 INCOME Member's 1St Credit Union, interest $145.64 TOTAL BALANCE ON HAND FOR DISTRIBUTION $60,604.83 -2- PROPOSED SCHEDULE OF DISTRIBUTION TO: RICHARD C. MOSER, JR -One-fourth (1/4) of the residue $15,151.21 3/9/2009 -Partial Distribution - $9,200.00 CASH TO BE PAID 5,951.21 TO: ROBIN D. GRABER -One-fourth (1/4) of the residue $15,151.21 3/9/2009 -Partial Distribution - $9,200.00 CASH TO BE PAID 5,951.21 TO: JEFFREY A. MOSER -One-fourth (1/4) of the residue $15,151.21 3/9/2009 -Partial Distribution - $9,200.00 CASH TO BE PAID 5,951.21 TO: DEBORAH I{. BITTNER -One-fourth (1/4) of the residue $15,151.20 3/9/2009 -Partial Distribution - $9,200.00 CASH TO BE PAID 5,951.20 RUSSELL E. MOSER., Executor of the Estate of MARGARET E. MOSER, hereby declares under oath (penalties of perjury) that he has fully and faithfully discharged the duties of his 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 claims against the estate have been paid. in full; that, to his knowledge, there are no claims now outstanding against the estate; and that all taxes due from the estate have been paid. ~ ~- cr--~.Qi~/ Russell E. Moser ~ CC__ Subscribed and sworn to by Russell E. Moser before me 's ~ day of d a , 2009. 1 f otary Public C~iEi4LTi-i ~-` F'tPIiV~6YLVANIA _Notarf8l Seal ~ Bonn, County luyoarn~sion E~iree,k,ne?~4, ~oio _3_ Mender, Penneylvenle Aaeociatlon of NataAea IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHAN'S COURT DIVISION MARGARET E. MOSER N0.21-2008-683 RECEIPT. RELEASE. REFUNDING AND INDEMNIFICATION AGREEMENT The undersigned, RICHARD C. MOSER, JR., a residuary beneficiary of the ESTATE OF MARGARET E. MOSER, does hereby: Acknowledge that he has examined and approved the attached Final Accounting and Schedule of distribution; Acknowledge that he waives the filing of an Account in any Court; Acknowledge that he has received $9,200.00 in cash and he will receive the sum of $5,951.21 for a total distribution of $15,151.21 the amount shown on the Schedule of Distribution, a copy of which has been provided to him upon the signing of this Release by all the beneficiaries; Release RUSSELL E. MOSER, Executor of the ESTATE OF MARGARET E. MOSER, his heirs and assigns, from all liabilities, whether due to his negligence or otherwise, which he may have by reason of his administration of the Estate; Agree to indemnify and hold harmless Julie M. Cooper, Esq. and Gingrich, Smith, Klingensmith & Dolan, attorneys, of and from any claims including tax claims or demands ever made against her and her law firm by any heirs in the estate. Declares that this instrument shall be legally binding upon him, his personal representative, successors and assigns. SIGNED this ~ ~ Day of ~ E~tt~~3 ER, , 2009. -4- IN THE COURT OF COMMON PLEA5 CUMBERLAND COUNTY, PENNSYLVANIA ORPHAN'S COURT DIVISION MARGARET E. MOSER N0.21-2008-683 RECEIPT, RELEASE, REFUNDING AND INDEMNIFICATION A YREEMENT The undersigned, ROBIN D. GRABER, a residuary beneficiary of the ESTATE OF MARGARET E. M05ER, does hereby: Acknowledge that she has examined and approved the attached Final Accounting and Schedule of distribution; Acknowledge that she waives the filing of an Account in any Court; Acknowledge that she has received $9,200.00 in cash and she will receive the sum of $5,951.21 for a total distribution of $15,151.21 the amount shown on the Schedule of Distribution, a copy of which has been provided to her upon the signing of this Release by all the beneficiaries; Release RUSSELL E. MOSER, Executor of the ESTATE OF MARGARET E. MOSER, his heirs and assigns, from all liabilities, whether due to his negligence or otherwise, which he may have by reason of his administration of the Estate; Agree to indemnify and hold harmless Julie M. Cooper, Esq. and Gingrich, Smith, Klingensmith & Dolan, attorneys, of and from any claims including tax claims or demands ever made against her and her law firm by any heirs in the estate. Declares that this instrument shall successors and assigns. SIGNED this ~ Day of ~,( legally binding upon her, her personal representative, ~lV(.{~T~S / , 2009. Ro in D. Graber -5- IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHAN'S COURT DIVISION MARGARET E. MOSER N0.21-2008-683 RECEIPT. RELEASE. REFUNDING AND INDEMNIFICATION AGREEMENT The undersigned, JEFFREY A. MOSER, a residuary beneficiary of the ESTATE OF MARGARET E. MOSER, does hereby: Acknowledge that he has examined and approved the attached Final Accounting and Schedule of distribution; Acknowledge that he waives the filing of an Account in any Court; Acknowledge that he has received $9,200.00 in cash and he will receive the sum of $5,951.21 for a total distribution of $15,151.21 the amount shown on the Schedule of Distribution, a copy of which has been provided to him upon the signing of this Release by all the beneficiaries; Release RUSSELL E. MOSER, Executor of the ESTATE OF MARGARET E. MOSER, his heirs and assigns, from all liabilities, whether due to his negligence or otherwise, which he may have by reason of his administration of the Estate; Agree to indemnify and hold harmless Julie M. Cooper, Esq. and Gingrich, Smith, Klingensmith & Dolan, attorneys, of and from any claims including tax claims or demands ever made against her and her law firm by any heirs in the estate. Declares that this instrument shall be legally binding upon him, his personal representative, successors and assigns. s ~~" SIGNED this o? ~ Day of s~ ~R-..r,b.e 2 , 2009. ~~,. Je ey A. Moser -6- NNlT}i TI-S~ €1i~'~ frQ:k 8 "r~a'~u ARRdED FORCES AT RAF AIitLDa.hF64~~.L ~S~1~FOLk,`i5MGLAND SUBSCRI~D l~t.~'~ :,WOClR~ to~i5~fore tree this ~Y~~ day a~~. ~o ~y~ ~` ,.i"_ + ` _,~-- _ , Herald ~~~~, ~1~~= ..~ .. S~~ Genniviv T,LHerafti P.~ralegal~; ~~~,T.itleilQ,l~;~.a;~1~b~4~1 }r,A` '- soli/.t4i IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHAN'S COURT DIVISION MARGARET E. MOSER N0.21-2008-683 RECEIPT, RELEASE, REFUNDING AND INDEMNIFICATION AGREEMENT The undersigned, DEBORAH K. I3ITTNE.R, a residuary beneficiary of the ESTATE OF MARGARET E. MOSER, does hereby: Acknowledge that she has examined and approved the attached Final Accounting and Schedule of distribution; Acknowledge that she waives the filing of an Account in any Court; Acknowledge that she has received $9,200.00 in cash and she will receive the sum of $5,951.20 for a total distribution of $15,151.20 the amount shown on the Schedule of Distribution, a copy of which has been provided to her upon the signing of this Release by all the beneficiaries; Release RUSSELL E. MOSER, Executor of the ESTATE OF MARGARET E. MOSER, his heirs and assigns, from all liabilities, whether due to his negligence or otherwise, which he may have by reason of his administration of the Estate; Agree to indemnify and hold harmless Julie M. Cooper, Esq. and Gingrich, Smith, Klingensmith & Dolan, attorneys, of and from any claims including tax claims or demands ever made against her and her law firm by any heirs in the estate. Illeclares that this instrument shall be legally binding upon her, her personal representative, successors and assigns. TK SIGNED this ~ Day of , 2009. c Deborah K. Bittner -7-