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LAW OFFICES
SNELBAKER &
BRENNEMAN, P.C.
RECEIPT AND RELEASE
WHEREAS, Mary C. Merris, late of Lower Allen Township,
County of Cumberland and Commonwealth of Pennsylvania, died on
August 8, 2009 having first made her Last Will and Testament in
writing probated before the Register of Wills of said Cumberland
County on August 13, 2009, and Letters Testamentary were issued
on the same date to John B. Merris, Jr. & Donald L. Merris, the
Executors named in the Last Will and Testament of said Decedent;
and
WHEREAS, said Executors have entered upon and completed
their administration of said Decedent's Estate as set forth in
their First and Final Account attached hereto, and intend 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
WHEREAS, the principal beneficiaries under Decedent's Will
to wit: John B. Merris, Jr., Donald L. Merris, Stephen M. Merris,
Curtis P. Merris and Melinda K. Propps, have agreed to include
children of their late sister, Cynthia Jester, namely Stephanie
Eby and Kelly Smiley, as equal beneficiaries as indicated in the
Statement of Proposed Distribution;
NOW, THEREFORE, KNOW ALL MEN BY THESE PRESENTS, that we, John
C ~ r._a
B. Merris, Jr. , Donald L. Merris, Stephen M. Merr,-~r_~~ Curs p,; '
~-~ :~ f~ fr? _~
C-~t7 ,.
" ~ ~_"_)
1 I l
Merris, Melinda K. Propps, Stephanie Eby and Kelly Smiley hereby
declare and say that we, and each of us, have 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 our agreement as
foresaid, and we do hereby acknowledge that we, and each of us,
this day have, had and received of and from John B. Merris, Jr. &
Donald L. Merris, Executors of the Estate of Mary C. Merris, the
cash/personalty set opposite our names in the above mentioned
Statement of Proposed Distribution, in full satisfaction, payment
and discharge of all such sum or sums of money, legacies and
bequests, share or shares, purparts 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 Mary C. Merris, Deceased.
NOW, THEREFORE, we, and each of us, the said John B. Merris,
Jr., Donald L. Merris, Stephen M. Merris, Curtis P. Merris,
Melinda K. Propps, Stephanie Eby and Kelly Smiley, do by these
presents jointly and separately, remise, release, quit-claim and
forever discharge the said John B. Merris, Jr. and Donald L.
Merris, their heirs, executors and administrators, of and from
our respective 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
LAW OFFICES II
SNELBAKER & 2
BRENNEMAN, F.C.
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
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 of Proposed Distribution 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 John B. Merris, Jr.,
Donald L. Merris, Stephen M. Merris, Curtis P. Merris, Melinda K.
Propps, Stephanie Eby and Kelly Smiley, 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,
gill return to the said Executors such amounts thereof as may be
necessary to pay such debts or demands.
LAW OFFICES II
SNELBAKER & 3
BRENNEMAN, P.C.
IN WITNESS WHrEREOF, we have hereunto set our hands and seals
this i~-~~ day of ~PP~'e.A~~e/2-,' 2010 .
WITNESSED BY:
~"~' ~~ "L (SEAL)
ohn B. Me ris, J .
~~'~~~ /'~~ (SEAL)
Donald L. Merris
^~ ~~ ~ (SEAL)
S ephen M. erris
,{ ,f~
. ~!~' (SEAL)
urtis P. .erris
~ .-~
(SEAL)
Melinda K. Propp
c~I''L(..~ ~-~- (SEAL )
Stephanie Eby "~'~
' -~ (SEAL)
Kel Smiley
LAW OFFICES II
SNELBAKER Sc 4
BRENNEMAN, P.C.
COMMONWEALTH OF PENNSYLVANIA)
COUNTY SS.
OF CUMBERLAND)
On this the ~ (¢~~ day of t)tL.-,~~,~.JJ 2010, before me, a
Notary Public in and for said State and County, the undersigned
officer, personally appeared John B. Merris, Jr., Donald L.
Merris, Stephen M. Merris, Curtis P. Merris, Melinda K. Propps,
Stephanie Eby and Kelly Smiley, 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.
Notary Public
COMMONWEALTH OF PENNSYLVANIA
Notarial Sea9
Sandra K Shows, Pk~~~~r Put~Bic
Nl~hanic~urg Born, Gumk~iand County
- ~,'~„'^.oraurtission Eras 6'~ov. 22, ~p~ 1
r.. ~. '~T _.... .~
LAW OFFICES II
SNELBAKER & 5
BRENNEMAN, P.C.
ESTATE NO. 21-09-0761
FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED
DISTRIBUTION OF AND BY JOHN B. MERRIS, JR. & DONALD
L. MERRIS, EXECUTORS OF THE ESTATE AND UNDER THE
LAST WILL AND TESTAMENT OF MARY C. MERRIS, DECEASED,
LATE OF LOWER ALLEN TOWNSHIP, CUMBERLAND COUNTY,
PENNSYLVANIA
B. Merris, Jr. and Donald L. Merris, Executors as aforesaid
and Accountants herein, avers as follows:
DATE OF DECEDENT'S DEATH: August 8, 2009
DATE LETTERS TESTAMENTARY ISSUED: August 13, 2009
DATES EXECUTOR NOTICE ADVERTISED:
Cumberland Law Journal September 4, 11, 18,. 2009
Patriot-News September 4, 11, 18, 2009
FIRST AND FINAL ACCOUNT
PERSONALTY -PRINCIPAL ACCOUNT
DEBITS
LAW OFFICES
SNELBAKER &
BRENNEMAN, P.C
The 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 Savings Bonds, 14 EE bonds $ 2,580.96
2. 1997 Pontiac Grand AM Sedan, sale value 1,000.00
3. Citizens Bank, checking account #6100707660 960.57
4. Citizens Bank, checking account #6204136716 3,615.75
5. Citizens Bank, certificate of deposit, #6140-700728 14,020.86
6. Citizens Bank, certificate of deposit, #6140-713013 3,216.96
7. Citizens Bank, certificate of deposit, #6140-753325 8,013.32
8. Citizens Bank, certificate of deposit, #6140-884438 6,592.86
9. Citizens Bank, certificate of deposit # 6251-643340 3,266.97
10. Citizens Bank, certificate of deposit, # 6255-985688 55,637.06
11. Household goods, retained in-kind by family members 250.00
12. Riversource, annuity#9920-5940714 51,363.64
13. State Farm Insurance, refund unused premium 43.30
14. Bethany Towers, refund overpayment 176.14
15. PA Department of Revenue, refund on Inheritance Tax 18.42
TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, DEBITS: $ 150,756.81
PERSONALTY -PRINCIPAL ACCOUNT
CREDITS
"he Accountants claim credit for the payment of the following items from
Decedent's Personalty Account:
1. Adjustment on household goods for items donated to Goodwill $ 50.00
2. Citizens Bank, service charge $19.78
3. Grace United Methodists Church, funeral luncheon 150.00
4. Orthopedic Institute of PA, medical services 50.00
Page 1
5. Weis Pharmacy, medicine 30.00
6. Verizon, phone service 28 95
7. PA Department of Transportation, check #1306 from Citizens checking 10
00
8. Kathy Merris, reimbursement funeral expenses paid to Myers Funeral Home .
8,200.00
9. Register of Wills, Agent, estimated Inheritance Tax payment 7,000.00
10. Register of Wills, Agent, balance of Inheritance Tax due 1
194.88
11. Register of Wills, filing fee for Inheritance Tax return ,
15.00
12. Snelbaker & Brenneman, P.C., attorney services 5,000.00
13. Snelbaker & Brenneman, P.C., costs advanced: 574.75
a. Cumberland Law Journal, advertising Executors' Notice 75.00
b. Patriot-News, advertising Executors' Notice 185.75
c. Register of Wills, probate fee 314.00
14. Reserve for filing fees, accountant fees and other miscellaneous costs 1,000.00
associated with the administration of the decedent's estate
TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, CREDITS: $ 23,323.36
PERSONALTY -INCOME ACCOUNT
DEBITS
The Accountants charge themselves with the receipt of the following
income from the investment of Personalty Principal:
1. Citizens Bank, certificate of deposit, # 6251-643340, interest
2. Citizens Bank, certificate of deposit, # 6140-753325, interest
3. Citizens Bank, checking account #6204136716, interest
4. Citizens Bank, checking account #6100707660, interest
5. Citizens Bank, certificate of deposit, #6140-700728, interest
6. Citizens Bank, certificate of deposit, #6140-713013, interest
7. Citizens Bank, certificate of deposit, #66140-884438, interest
8. Citizens Bank, certificate of deposit, #6255-985688, interest
9. United States Treasury Bonds, interest
10. Riversource, annuity #9920-5940714, interest
11. Citizens Bank, estate checking account, interest
TOTAL, PERSONALTY, INCOME ACCOUNT, DEBITS:
PERSONALTY -INCOME ACCOUNT
CREDITS
LAW OFFICES
SNELBAKER Lt
BRENNEMAN, P.C.
~he Accountants claim credit for the payment of the following items
from the Personalty Principal Account:
TOTAL, PERSONALTY, INCOME ACCOUNT, CREDITS:
4.01
8.86
1.54
0.51
293.02
90.32
73.62
1,280.51
33.60
207.45
47.62
$ 2,041.06
$ NONE
$ NONE
Page 2
REAL ESTATE -PRINCIPAL ACCOUNT
DEBITS
Accountants charge themselves with the receipt of Decedent's
Real Estate as follows:
TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, DEBITS:
REAL ESTATE -PRINCIPAL ACCOUNT
CREDITS
he Accountants claim credit for the payment of the following
items from Real Estate Principal Account:
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 &
BRENNEMAN, P.C.
Accountants claim credit for the payment of the following items
from the Real Estate Income Account:
TOTAL, REAL ESTATE, INCOME ACCOUNT, CREDITS:
$ NONE
$ NONE
$ NONE
$ NONE
$ NONE
$ NONE
$ 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
Credits
Balance
TOTAL REAL ESTATE:
$ 150,756.81
$ 23,323.36
$ 127,433.45
$ 2,041.06
$ NONE
$ 2,041.06
$ 129,474.51
$ NONE
$ NONE
$ NONE
$ NONE
$ NONE
$ NONE
$ NONE
$ 129,474.51
LAW OFFICES
SNELBAKER &
BRENNEMAN, P.C.
Page 4
STATEMENT OF PROPOSED DISTRIBUTION
John B. Merris, Jr. and Donald L. Merris, Executors and Accountants herein
,
roposes to distribute the balance of the Estate of Mary C. Merris, Deceased
to wit:
,
129,474.51 in accordance with the Last Will and Testament of said Decedent
s follows:
1. John B. Merris, Jr.
1/6 of residue as per Item 5 of Will
Cash $ 21,579.09
$ 21,579.09
2. Donald L, Merris
1/6 of residue as per Item 5 of Will
Cash $ 21,579.09
$ 21,579.09
3. Stephen M. Merris
1/6 of residue as per Item 5 of Will
Household goods retained In-Kind $ 10 $ 21,579.09
0.00
Cash
$ 21,479.09
4. Curtis P. Merris
1/6 of residue as per Item 5 of Will
Household goods retained In-Kind $ 1 $ 21,579.08
00.00
Cash
$ 21,479.08
i. Melinda K. Propps
1/6 of residue as per Item 5 of Will
Cash $ 21,579.08
$ 21,579.08
i. Stephanie Eby
1/12 of residue per agreement among residual benefiaries
Cash $ 10,789.54
$ 10,789.54
'. Kelly Smiley
1/12 of residue per agreement among residual benefiaries $ 10
7
Cash ,
89.54
$ 10,789.54
TAL FOR DISTRIBUTION:
$ 129,474.51
LAW OFFICES
SNELBAKER &
BRENNEMAN, P.C.
Page 5
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF CUMBERLAND
John B. Merris, Jr. and Donald L. Merris, being duty sworn according to law deposes
and says: that they are the Executors of the Estate and under the Last Will and
and Testament of Mary C. Merris, 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.
.~ Jo n B. Merris, Jr. ~,,~
Executor and Accountant
Donald L. Merris
Executor and Accountant
Sworn to and subscribed before me
this ~i~f~ldayof ~C'p~EmSefU 2010
Notary Public
vV6:~~fv d fi . _• _ ~ r° ,,^~"s°4i~''Y~~~A'~~~1
~arara ~.. •~t-~r~. , ivlti'ca!y Pa~hC
,s,~r~o:lre~{~ ~ItnY~Eat;~r~dCtxt''g,
LAW OFFICES
SNELBAKER &
BRENNEMAN, P.C.
Page 6