HomeMy WebLinkAbout03-11-10 (2)RECEIPT AND RELEASE
WHEREAS, Helen Arlene Donovan late of Penn Township, County
of Cumberland and Commonwealth of Pennsylvania, died on March 14,
2007, having first made her Last Will and Testament in writing
probated before the Register of Wills of said Cumberland County
on March 27, 2007, and Letters Testamentary were issued on the
same date to Robert Lee Donovan and William Harold Donovan, the
Executors named in the Last Will and Testament of said Decedent;
and
WHEREAS, said Executors 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
~.
~_,_., :~~:~ '~ per~r~-s named in the Statement of Proposed Distribution also
.>,.~-; at~~i,~d hereto, both of said documents being incorporated herein
,_..... ~.I r .,, ..y
by~'~'~~~.~rence thereto; and
...,
._ ...
~. . ~ _ .. .
~_..- ~_.. .a.- t_._
`-''~ ~~~~ pW KNOW ALL MEN BY THESE PRESENTS, that we, Brenda J.
i~~ ... ~. ~. C..7
Beecher, Brenda J. Beecher Executrix for Estate of Marjorie M.
Donovan, Robert Lee Donovan, Ronald Eugene Donovan and William
Harold Donovan, 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
LAW OFFICES
SNELBAKER & 1
BRENNEMAN, P.C.
i ~,
examined the 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 Robert Lee Donovan and William
Harold Donovan, Executors of the Estate of Helen Arlene Donovan,
the cash/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 Helen Arlene Donovan, Deceased.
NOW, THEREFORE, we, and each of us, the said Brenda J.
Beecher, Brenda J. Beecher Executrix for Estate of Marjorie M.
Donovan, Robert Lee Donovan, Ronald Eugene Donovan and William
Harold Donovan, do by these presents, remise, release, quit-claim
and forever discharge the said Robert Lee Donovan and William
Harold Donovan, 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
LAW OFFICES
SNELBAKER 8c 2
BRENNEMAN, P.C.
settlement of said Estate by filing the foregoing Account of said
administration in the Office of the Register of Wills of said
Cumberland County and by having the balance in the hands of the
Executors, 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 Brenda J. Beecher,
Brenda J. Beecher Executrix for Estate of Marjorie M. Donovan,
Robert Lee Donovan, Ronald Eugene Donovan and William Harold
Donovan 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 Executors
such amounts thereof as may be necessary to pay such debts or
demands.
LAW OFFICES
SNELBAKER SC 3
BRENNEMAN, P.C.
IN WITNESS WHEREOF, we have hereunto set our hands and seals
this ~~''~ day of ~~~, 2010.
WITNESSED BY:
~~'> ~ ~ ( SEAL )
Brenda J. Beecher
Kc~, ~ ( SEAL )
Brenda J. Veec er Executrix
for the Estate of Marjorie
M. Donovan
Robert Lee Donovan
EAL )
Ronald Euge e Donovan
~~'~4~~1M~_~itar~i~ oy,~[/J~~.t/~- ( SEAL )
William Harold Donovan
LAW OFFICES
SNELBAKER 8c 4
BRENNEMAN, P.C.
COMMONWEALTH OF PENNSYLVANIA)
SS.
COUNTY OF CUMBERLAND)
On this the ~ '4'h day of Ma~`~-~- 2010, before me, a
Notary Public in and for said State and County, the undersigned
officer, personally appeared Brenda J. Beecher, individually and
as Executrix for the Estate of Marjorie M. Donovan 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
COM1190NWEALTH OF PENN5YiLVAN1A
NOTARIAL SEAL
JODY L. GILBERT, Notary Public
Newville Boro., Cumberland County
My Commission Expires August 6, 2012
LAW OFFICES
SNELBAKER 8c 5
BRENNEMAN, P.C.
COMMONWEALTH OF PENNSYLVANIA)
SS.
COUNTY OF CUMBERLAND)
On this the ~~~, day of ~~~~ 2010, before me, a
Notary Public in and for said State and County, the undersigned
officer, personally appeared Robert Lee Donovan and William
Harold Donovan, 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.
5~~~
Notary Public
COMMONWEALTF~ OF PENNSYLVANIA
N9~ari~i ~a~,.~ll
Sandra K Shaw~xs, t~lotary t~ublio
Mechanicsburg Sotri, ~.umberjand County
My Cornrni~sion Expires Nov. 72, 2Q11 _
Member, Pennsyl~a~nia Association of Notaries
LAW OFFICES
SNELBAKER SC 6
BRENNEMAN, P.C.
COMMONWEALTH OF PENNSYLVANIA)
SS.
COUNTY OF CUMBERLAND)
On this the ~~~~ day of /VI~C~ 2010, before me, a
Notary Public in and for said State and County, the undersigned
officer, personally appeared Ronald Eugene Donovan, 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.
~~.~~
Notary Public
COMMONVUEAI,TF~_OF >aENNSYLVANIA
I~Jcrfiarial Seal
Sandra K. Sh®wr~s, Notary Pt~c
AAechanicsb~rg i&~rr~, Curr~berfand Cot~yr
My Commission Expires Nov. 22.2011
Member, Pennsylvania Association of Notaries
LAW OFFICES
SNELBAKER i3c ~
BRENNEMAN, P.C.
ESTATE NO. 21-07-0288
FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED
DISTRIBUTION OF AND BY ROBERT LEE DONOVAN AND
WILLIAM HAROLD DONOVAN, EXECUTORS OF THE
ESTATE AND UNDER THE LAST WILL AND TESTAMENT
OF HELEN ARLENE DONOVAN, DECEASED, LATE OF PENN
TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA
Robert Lee Donovan and William Harold Donovan, Executors as aforesaid and
Accountants herein, avers as follows:
DATE OF DECEDENT'S DEATH: March 14, 2007
DATE LETTERS TESTAMENTARY ISSUED: March 27, 2007
DATES EXECUTOR NOTICE ADVERTISED:
Cumberland Law Journal April 6, 13, 20, 2007
The Sentinel April 13, 20, 27, 2007
FIRST AND FINAL ACCOUNT
PERSONALTY -PRINCIPAL ACCOUNT
DEBITS
LAW OFFICES
SNELBAKER SC
BRENNEMAN, P.C.
'he Accountants charge themselves with the receipt of the following items of
Decedent's Personalty valued as of the date of Decedent's death:
1. United States Treasury Bonds, 7 EE bonds with a face value of $50.00 each
and 98 E Bonds with a face value of $50.00 each
2. 1985 Chevrolet Celebrity, appraised value
3. Cash found in safe deposit box
4. Highmark, refund unused premium
5. Household goods retained by family members
6. Proceeds from sale of cement mixer
7. Proceeds from sale of household goods
8. Refund due the Decedent on medical expenses
9. Social Security benefit due the decedent
10. United States Treasury, refund due the decedent on 2007 Final 1040 returns
11. United States Treasury, refund due the decedent on 2006 1040 returns
12. Embarq, refund overpayment made by the estate on phone service
13. Nationwide, refund unused premium on auto insurance
14. Erie Insurance Group, refund on homeowners insurance
15. Social Security benefit for January 2007
16. Highmark, refund on medical services
17. Commonwealth of Pennsylvania, refund on Inheritance Tax
18. Adams County National Bank, proceeds from joint accounts, #115738 & 1595105
TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, DEBITS:
$ 25,741.88
400.00
11.00
313.65
760.00
135.00
444.75
32.00
127.00
279.00
453.00
29.87
114.30
23.00
127.00
10.06
279.49
20,738.95
$ 50,019.95
Page 1
PERSONALTY -PRINCIPAL ACCOUNT
CREDITS
PERSONALTY -INCOME ACCOUNT
DEBITS
'he Accountants claim credit for the payment of the following items from
Decedent's Personalty Account:
1. Hershey Auction Service, LLC, commission on sale of household goods
2. Fogelsanger-Bricker Funeral Home, funeral services
3. Embarq, phone service
4. Penn Rehab Associates, medical services
5. Nationwide Insurance Co. auto and homeowners insurance
6. Dan Hershey Auctioneering, appraisal fee
7. Register of Wills, Agent, estimated Inheritance Tax payment
8. Cumberland Crossings, medical services
9. Commonwealth of Pennsylvania, auto registration fee
10. Coons Garage, auto inspection
11. Register of Wills, filing fee for Inheritance Tax return
12. Snelbaker & Brenneman„ P.C., attorney services
13. Snelbaker & Brenneman, P.C., costs advanced:
a. Register of Wills, probate fee
b. Cumberland Law Journal, advertise Executors notice
c. The Sentinel, advertise Executors notice
d. Register of Wills, short certificates
14. Reserve for filing fees, accountant fees and other miscellaneous
expenses associated with the Decedent's estate
TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, CREDITS:
~e Accountants charge themselves with the receipt of the following
income from the investment of Personalty Principal:
1. United States Treasury Bonds, interest
2. Adams County National Bank, interest on estate checking account
TOTAL, PERSONALTY, INCOME ACCOUNT, DEBITS:
310.00
75.00
180.59
8.00
155.66
9,628.90
48.72
25.65
429.13
75.00
6,000.00
200.00
36.00
171.08
15.00
3,500.00
573.59
1,000.00
PERSONALTY -INCOME ACCOUNT
CREDITS
LAW OFFICES
SNELBAKER SC
BRENNEMAN, P.C.
ie Accountant claims credit for the payment of the following items
from the Personalty Principal Account:
1. Greenawalt & Company, P.C., preparation of 2007 Individual tax returns
2. United States Treasury, Fiduciary Income taxes ending 2/28/09
3. Greenawalt & Company, P.C., preparation of Fiduciary Income taxes 2/28/09
TOTAL, PERSONALTY, INCOME ACCOUNT, CREDITS:
$ 21, 858.73
$ 344.06
35.10
$ 379.16
$ 225.00
5,156.00
350.00
$ 5,731.00
Page 2
REAL ESTATE -PRINCIPAL ACCOUNT
DEBITS
ie Accountants charge themselves with the receipt of Decedent's
Real Estate as follows:
1. Property known and numbered as 83 Hays Grove Road, Penn Township
Cumberland County, Newville, PA 17241 appraised value
2. Adjustment at real estate settlement for city and school taxes
3. Gain on sale of real estate from the appraised value and sale value
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 for transfer tax
2. Mable G. Stitt, Tax Collector, real estate taxes
3. PPL Electric, electric service
4. Diversified Appraisal Service, real estate appraisal fee
5. Erie Insurance, homeowners insurance
6. Timmons Oil, Inc., heating oil
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:
TOTAL, REAL 'ESTATE, INCOME ACCOUNT, DEBITS:
REAL ESTATE -INCOME ACCOUNT
CREDITS
LAW OFFICES
SNELBAKER SC
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:
$ 115, 000.00
842.36
35,000.00
$ 150, 842.36
$ 1, 500.00
4,425.57
1,069.98
300.00
1, 040.00
2,914.77
$ 11,250.32
$ NONE
$ NONE
$ NONE
$ NONE
Page 3
C
RECAPITULATION
NALTY:
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:
$ 50, 019.95
$ 21, 858.73
28,161.22
$ 379.16
$ 5,731.00
$ (5,351.84)
$ 22, 809.38
$ 150, 842.36
$ 11,250.32
$ 139, 592.04
$ NONE
$ NONE
$ NONE
$ 139, 592.04
$ 162,401.42
LAW OFFICES
SNELBAKER &
BRENNEMAN, P.C.
Page 4
LAW OFFICES
SNELBAKER SC
BRENNEMAN, P.C.
STATEMENT OF PROPOSED DISTRIBUTION
Robert Lee Donovan and William Harold Donovan, Executors and Accountants herein,
proposes to distribute the balance of the Estate of Helen Arlene Donovan, Deceased, to wit:
$ 162,401.42 in accordance with the Last Will and Testament of said Decedent
as follows:
1. Brenda J. Beecher
1/5 of residue per Item Two of Will $ 32,480.28
a. Household goods retained In-Kind $ 225.00
b. Cash $ 32,255.28
Estate of Marjorie M. Donovan
Brenda J. Beecher, Executrix
1/5 of residue per Item Two of Will
a. Cash
Robert Lee Donovan
1/5 of residue per Item Two of Will
a. Household goods retained In-Kind
b. 1985 Chevrolet Celebrity, retained In-Kind
c. Cash
Ronald Eugene Donovan
1/5 of residue per Item Two of Will
a. Household goods retained In-Kind
b. Cash
5. William Harold Donovan
1/5 of residue per Item Two of Will
a. Household goods retained In-Kind
b. Cash
OTAL FOR DISTRIBUTION:
$ 32,480.28
$ 32,480.28
$ 32,480.29
$ 110.00
$ 400.00
$ 31,970.29
$ 32,480.28
$ 25.00
$ 32,455.28
$ 32,480.29
$ 400.00
$ 32, 080.29
$ 162,401.42
Page 5
t
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SS:
Robert Lee Donovan and William Harold Donovan, being duly sworn according to law
deposes and says: that they are the Executors of the Estate and under the Last Will
and Testament of Helen Arlene Donovan, 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.
~,
Robert Lee Donovan
Executor and Accountant
William Harold Donovan
Executor and Accountant
Sworn to and subscribed before me
this' day of ~~~ 2010
Notary Public
COMMONWEALTH OF PENNSYLVANIA
Notarial Seal
Sandra K Showers, Notary Public
Mechar-icsburg~ Boro, Cumbe~iand County
My Commission E~ires-Nov. 22.2011
LAW OFFICES Member, Pennsylvania Association of Notaries
SNELBAKER &
BRENNEMAN, P.C.
Page 6