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HomeMy WebLinkAbout12-15-09 (2)RECEIPT AND RELEASE WHEREAS, Doris M. Getz, late of Upper Allen Township, County of Cumberland and Commonwealth of Pennsylvania, died on May 20, 2007, having first made her Last Will and Testament in writing probated before the Register of Wills of said Cumberland County on June 20, 2007, and Letters Testamentary were issued on the same date to Cynthia L. Lyons and Pamela M. Martz, the Executrices named in the Last Will and Testament of said Decedent; and WHEREAS, said Executrices 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, Sara E. LAW OFFICES SNELBAKER & BRENNEMAN, P.C. Dellinger, Cynthia L. Lyons, Pamela M. Martz and Jill A. Harlacher, 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 rv D~dent~do -,.-,*~ I ~~ i~'# a ~ C'..=~ hereby declare and say that we, and each of us, hav$~~ - amfr?ed ~t~~- , c~. . - 4-~~ cry _. _ .. ~ ~r ~ _ r ri..L.n~L: LvV1L": lJUt, lU H1V ~~_~ ~ C,7 " ~ ELECTRONIC MALFUNCTION WITH G7 ~ ~ TIMECLOCK -'THE CLOCK DATE ON THIS DOCUMENT IS 12 HOURS BEIIIND TI IE ACTUAL TIME. --RF.GISTTR OF DG7ISS/CLERK OF ORPHANS' CRT attached Account and Statement of Proposed Distribution, and find the same to be true and correct, and in 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 Cynthia L. Lyons and Pamela M. Martz, Executrices of the Estate of Doris M. Getz, the cash and/or personalty 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 full share, part or dividend of the Estate of Doris M. Getz, Deceased. NOW, THEREFORE, we, and each of us, the said Sara E. Dellinger, Cynthia L. Lyons, Pamela M. Martz and Jill A. Harlacher, do by these presents, remise, release, quit-claim and forever discharge the said Cynthia L. Lyons and Pamela M. Martz, 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 LAW OFFICES SNELBAKER 8C 2 BRENNEMAN, P.C. administration in the Office of the Register of Wills of said Cumberland County and by having the balance in the hands of the Executrices, 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 Sara E. Dellinger, Cynthia L. Lyons, Pamela M. Martz and Jill A. Harlacher, do hereby agree that if any debts or demands other than those '~ included in the above referenced First and Final Account, as III 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 Executrices such amounts thereof as may be necessary to pay such debts or demands. LAW OFFICES (I SNELBAKER 8G 3 BRENNEMAN, P.C. IN WITNESS WHEREOF, we h ave hereunto set our hands and seals this _ ,-~~ ~~ day of ~r -~ / IOU e~je/~ 2009. WITNESSED BY: ~'~ ``" ~ ~ SEAL) Sara E. Dillinger Cynthia L. Lyons (SEAL) _ (SEAL} Pamela M. Martz Jill A. Harlacher (SEAL) LAW OFFICES II [] SNELBAKER & BRENNEMAN, P.C. IN WITNESS WHEREOF, we have hereunto set our hands and seals this 11~. day of ~(~~~~e~ 2009. WITNESSED BY: (SEAL) Sara E. Dillinger (SEAL) ~n~fhia L. ~yoz4.~ G~~~~-('.el.~ /~~%~~~~~ ( SEAL ) Pamela M. Martz (SEAL) Jill A. Harlacher LAW OFFICES II SNELBAKER EC 4 BRENNEMAN, P.C. IN WITNESS WHEREOF, we have hereunto set our hands and seals this 2,.~ ~th day of No ~ern~~ 2009. (WITNESSED BY: (SEAL) Sara E. Dillinger Cynthia L. Lyons (SEAL) (SEAL) Pamela M. Martz . ~~ (SEAL) 11 A. Harlacher LAW OFFICES II SNELBAKER SC 4 BRENNEMAN, F.C. STATE OF NEW YORK ) SS. COUNTY OF ~,~Ck~eSS ) On this - ~1--~~"~day of N~vQM~~ 2009, before me, a Notary Public in and for said State and County, the undersigned officer, personally appeared Sara E. Dillinger, 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 Iseal. Notary Public KIMBERLY BIE Notary Publ~ -State of New York NO.O18f6188063 Oualitfed In Outchesa County My Commiasfon Expires of e ir>aJ 13 LAW OFFICES II SNELBAKER SC S BRENNEMAN, P.C. COMMONWEALTH OF PENNSYLVANIA) SS. COUNTY OF CUMBERLAND) On this the 17th day of November 2009, before me, a Notary Public in and for said State and County, the undersigned officer, personally appeared Cynthia L. Lyons and Pamela M. Martz, known to me (or satisfactorily proven) to be the persons whose names are subscribed to the within instrument and acknowledged that they executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official 'seal. r~~ Notary Public COMMONWEALTH OF PENNSYLVANIA Notarial SCI Sandra K Showers, Notary Public Mechanicsburg Bono, Cumbariand County My Commission E~ires Nov. 22, 2011 Member, Pennsylvania Association of Notaries LAW OFFICES II SNELBAKER SC 6 BRENNEMAN, P.C. COMMONWEALTH OF PENNSYLVANIA) COUNTY OF ) -I,° On this the 2y~ day of~~~~ 2009, before me, a Notary Public in and for said State and County, the undersigned officer, personally appeared Jill A. Harlacher, 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. Notary Public COMMONWEALTH OF PENNSYLVANIA NOTARIAL SEAL ANNA LISA CALIX, Notary Public West Manchester Twp., York County My Commission Expires Nov. 21, 2011 LAW OFFICES II 7 SNELBAKER SC BRENNEMAN, F.C. ESTATE NO. 21-07-0591 FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED DISTRIBUTION OF AND BY CYNTHIA L. LYONS AND PAMELA M. MARTZ EXECUTRICES OF THE ESTATE AND UNDER THE LAST WILL AND TESTAMENT OF DORIS M. GETZ, DECEASED, LATE OF UPPER ALLEN TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA ~nthia L. Lyons and Pamela M. Martz, Executrices as aforesaid and Accountants herein, avers as follows: DATE OF DECEDENT'S DEATH: May 20, 2007 DATE LETTERS TESTAMENTARY ISSUED: June 20, 2007 DATES EXECUTRICES NOTICE ADVERTISED: Cumberland Law Journal July 6, 13, 20, 2007 Patriot-News July 25, August 1, 8, 2007 FIRST AND FINAL ACCOUNT PERSONALTY -PRINCIPAL ACCOUNT DEBITS fhe Accountants charge themselves with the receipt of the following items of Decedent's Personalty valued as of the date of Decedent's death: 1. Automobile, 1996 Chevrolet Corsica valued using Kelly Blue Book 2. Cash found in safe deposit box, consisting of 2 $2.00 bills, 10 $1.00 silver dollars, 5 $1.00 Susan Anthony dollars, 13 $.50 half dollar coins and $.55 in miscellaneous coins 3. Erie Insurance, refund unused insurance premium 4. Household goods, sold at public auction 5. Magazine subscription refunds 6. Medicare, refund due the decedent 7. PERSA Retirement, benefits due the decedent 8. PNC Bank, Certificate of Deposit, account #31900213376 9. Cynthia L. Lyons and Pamela M. Martz, funds from PNC Bank savings account #5004714994, which was jointly owned. 10. Cynthia L. Lyons and Pamela M. Martz, funds from PNC Bank checking account #5070079802, which was jointly owned TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, DEBITS: PERSONALTY -PRINCIPAL ACCOUNT CREDITS LAW OFFICES SNELBAKER & BRENNEMAN, P.C. Accountants claim credit for the payment of the following items from Decedent's Personalty Account: Comcast, cable TV service Rothermel's Florist, funeral flowers 3. Hospice, donation 4. Chuck Bricker, appraisal fee 5. Malpezzi Funeral Home, funeral services $ 1, 300.00 26.05 108.00 1,993.50 63.71 173.86 1,723.92 1,727.04 20, 092.24 1,774.39 $ 28,982.71 $ 110.76 300.00 100.00 80.00 11, 553.98 Page 1 6. Shepherdstown United Methodist Church, funeral luncheon 7. PNC Bank, check fees and service charges 8. Register of Wills, Agent, Inheritance Tax 9. Register of Wills, filing fee for Inheritance Tax return 10. Rode's Auction, commission on sale of household goods 11. PNC Bank, AD&D insurance, auto deduction from account #5070079802 12. Verizon, phone service 13. Snelbaker & Brenneman, P.C., attorney services 14. Snelbaker & Brenneman, P.C., costs advanced: a. Register of Wills, probate fee b. Cumberland Law Journal, advertising Executrices Notice c. Patriot-News, advertising Executrices Notice 15. Reserve for filing fees, accounting fees and other costs associated with the administration of Decedent's Estate TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, CREDITS: PERSONALTY -INCOME ACCOUNT DEBITS ~e Accountants charge themselves with the receipt of the following income from the investment of Personalty Principal: 1. PNC Bank, Certificate of Deposit #31900213376, interest 2. PNC Bank, Checking account #5070079802, interest TOTAL, PERSONALTY, INCOME ACCOUNT, DEBITS: PERSONALTY -INCOME ACCOUNT CREDITS LAW OFFICES SNELBAKER 8c BRENNEMAN, F.C. ie Accountants claim credit for the payment of the following items from the Personalty Principal Account: 1. Pennsylvania Department of Revenue, Fiduciary Taxes 4/30/08 2. Greenawalt & Company, P.C., preparation of Fiduciary Taxes 4/30/08 3. Pennsylvania Department of Revenue, Fiduciary Taxes 4/30/09 4. Greenawalt & Company, P.C., preparation of Fiduciary Taxes 4/30/09 TOTAL, PERSONALTY, INCOME ACCOUNT, CREDITS: 306.00 75.00 168.06 220.00 90.50 7, 030.64 15.00 698.50 39.60 132.99 3,000.00 549.06 1, 000.00 14,y21.03 $ 92.98 0.85 y3.t33 $ 31.00 460.00 57.00 460.00 $ 1,008.00 Page 2 REAL ESTATE -PRINCIPAL ACCOUNT DEBITS Accountants charge themselves with the receipt of Decedent's Real Estate as follows: 1. Property known and numbered as 514 Brighton Place, Upper Allen Township, Cumberland County, sale value 2. Adjustments at real estate settlement for assessment fees and sewer fees 3. Lisa Wallower, payment for water and electric TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, DEBITS: REAL ESTATE -PRINCIPAL ACCOUNT CREDITS e Accountants claim credit for the payment of the following items from Real Estate Principal Account: 1. Adjustment at real estate settlement as follows: a. ReMax Realty Associates, commission b. Document preparation fee c. Notary fees d. Transfer tax e. Tax certification fee f. Transaction fee g. Sewer fees , h. County taxes 2. Brighton Place, condo association dues from 6/15/07 to 2/26/09 3. Marilyn Yohn, real estate taxes 4. Upper Allen Township, sewer charges 5. United Water Pennsylvania, water charges 6. PPL Electric, electric charges 7. Erie Insurance, homeowners insurance premium 8. Suburban Propane, propane service 9. Bowman's Heating & Air Conditioning, repairs/inspection of air conditioner 10. Jeff Sanders, replace water heater TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, CREDITS: REAL ESTATE -INCOME ACCOUNT DEBITS Accountants charge themselves with the receipt of the income from the investment of Real Estate Principal Account: Lisa Wallower, rent TOTAL, REAL ESTATE, INCOME ACCOUNt, DEBITS: REAL ESTATE -INCOME ACCOUNT CREDITS LAW OFFICES SNELBAKER Ec BRENNEMAN, P.C. he Accountants claim credit for the payment of the following items from the Real Estate Income Account: TOTAL, REAL ESTATE, INCOME ACCOUNT, CREDITS: 9,294.00 125.00 15.00 1, 549.00 5.00 395.00 112.00 77.84 $ 154,900.00 635.22 140.80 $ 155,676.02 $ 11, 572.84 2, 529.00 3,780.95 853.00 404.43 1,213.33 60.00 105.95 200.00 300.00 $ 21,019.50 $ 4,000.00 $ 4,000.00 $ NONE $ NONE Page 3 RECAPITULATION PRINCIPAL ACCOUNT: Debits Credits Balance INCOME ACCOUNT: Debits Credits Balance TOTAL PERSONALTY PRINCIPAL ACCOUNT: Debits Credits Balance INCOME ACCOUNT: Debits C red its Balance TOTAL REAL ESTATE: $ 28,982.71 $ 24,921.03 $ 4, 061.68 $ 93.83 $ 1,008.00 $ (914.17) $ 155,676.02 $ 21,019.50 4, 000.00 $ NONE $ 134,656.52 4, 000.00 $ 3,147.51 138,656.52 $ 141, 804.03 LAW OFFICES SNELBAKER & BRENNEMAN, P.C. Page 4 STATEMENT OF PROPOSED DISTRIBUTION Cynthia L. Lyons and Pamela M. Martz, Executrices and Accountants herein, proposes to >tribute the balance of the Estate of Doris M. Getz, Deceased, to wit: 41,804.03 in accordance with the Last Will and Testament of said Decedent follows: 1. Sara E. Dillinger 1/4 of residue as per Item Second of Will 35,451.00 a. Automobile, 1996 Chevrolet Corsica, In-Kind 1,300.00 b. Cash 34,151.00 2. Cynthia L. Lyons 1/4 of residue as per Item Second of Will 35,451.01 a. Cash 35,451.01 3. Pamela M. Martz 1/4 of residue as per Item Second of Will 35,451.01 a. Cash found in safe deposit box, one-half In-Kind 13.02 b. Cash 35,437.99 4. Jill A. Harlacher 1/4 of residue as per Item Second of Will 35,451.01 a. Cash found in safe deposit box, one-half In-Kind 13.03 b. Cash 35,437.98 'AL FOR DISTRIBUTION: $ 141,804.03 LAW OFFICES SNELBAKER EC BRENNEMAN, P.C. Page 5 COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF CUMBERLAND Cynthia L. Lyons and Pamela M. Martz, being duly sworn according to law deposes and says: that they are the Executrices of the Estate and under the Last Will and Testament of Doris M. Getz, Deceased, and the Accountants 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 their knowledge, information and belief. Q ~ Cynthia L. Lyons Executrix and Accountant /~~~~ Pamela M. Martz Executrix and Accountant Sworn to and subscribed before me this 17th day of November, 2009 Notary Public COMMONWEALTH OF PENNSYLVANIA Not~ria! Seal Sandra K Showers, Notary Public Mechaniaburg F~`o, Caafrsbea4~,nd County My Commiswi~~+ Exfa!rf>s Q~+:.v. 22.2011 Member, Pennsylvania fissociation of Notaries LAW OFFICES SNELBAKER BC BRENNEMAN, P.C. Page 6