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
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hereby declare and say that we, and each of us, hav$~~
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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