HomeMy WebLinkAbout10-15-10 (2)RECEIPT AND RELEASE
WHEREAS, Isabelle R. Conboy, late of Mechanicsburg Borough,
County of Cumberland and Commonwealth of Pennsylvania, died on
November 2, 2009, having first made her Last Will and Testament
in writing probated before the Register of Wills of said
Cumberland County on November 12, 2009, and Letters Testamentary
were issued on the same date to Ned M. Rupp and Samuel M. Rupp,
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': 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 document~~ being incorporated herein
by reference thereto; and
NOW, THEREFORE, KNOW ALL MEN BY THESE PRESENTS, that we Ned
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M. Rupp and Samuel M. Rupp, being the principal legat=ees and
distributees named in the Will of said Decedent and t=he persons
entitled to share in the residuary distribution of tYle Estate of
said Decedent, do 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
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strict accordance with the terms and provisions of said Will, and
we do hereby acknowledge that we, and each of us, thi~> day have,
had and received of and from Ned M. Rupp and Samuel M. Rupp, the
Executors of the Estate of Isabelle R. Conboy, the cash,
personalty and/or real estate set opposite our namet> in the above
mentioned Statement of Proposed Distribution, in fu1.1
satisfaction, payment and discharge of all such sum or sums of
money, legacies and bequests, share or shares, purpa.r_ts 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 Isabelle R. Conboy,
Deceased.
NOW, THEREFORE, we, and each of us, the said Ned Ill. Rupp and
Samuel M. Rupp do by these presents, remise, release, quit-claim
and forever discharge the said Ned M. F.upp and Samuel M. Rupp,
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 c>f 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 Will~> of said
Cumberland County and by having the balance in the hands of the
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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 Acc:ount 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 Commor7 Pleas - Orphans' Court
Division, that we, and each of us, the said Ned M. Rupp and
Samuel M. Rupp do hereby agree that if any debts or demands other
than those included in the above referenced First and ]~inal
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 :>aid
Executors such amounts thereof as may be necessary to pay such
debts or demands.
IN WITNESS WHEREOF, we have hereunto set our har~dti~ and seals
this ~t~~~ day of~~,~-~ 2010.
WITNESSED BY:
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BRENNEMAN, P.C.
COMMONWEALTH OF PENNSYLVANIA )
SS.
COUNTY OF CUMBERLAND )
On this the ~~~~ day of ~.~E',i''~--~" 2010, before me, a
Notary Public in and for said State and County, the undersigned
officer, personally appeared Ned M. Rupp and Samuel M. Rupp,
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.
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ESTATE NO. 21-09-1053
FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED
DISTRIBUTION OF AND BY NED M. RUPP AND SAMUEL M. RUPP
EXECUTORS OF THE ESTATE AND UNDER THE LAST WILL
AND TESTAMENT OF ISABELLE R. CONBOY, DECEASED, LATE OF
MECHANICSBURG BOROUGH, CUMBERLAND COUNTY, PENNSYLVANIA
'Ned M. Rupp and Samuel M.Rupp, Executors as aforesaid and Accountants
herein, avers as follows:
DATE OF DECEDENT'S DEATH: November 2, 2009
DATE LETTERS TESTAMENTARY ISSUED: November 12, 2009
DATES EXECUTOR'S NOTICE ADVERTISED:
Cumberland Law Journal November 27, December 4, 11, 2009
Patriot-News November 27, December 4, 11, 2009
FIRST AND FINAL ACCOUNT
PERSONALTY -PRINCIPAL ACCOUNT
DEBITS
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. Maria Henry, note receivable $ 1,000.00
2. 1988 Mobile Home, sale value ?,000.00
3. 1996 Geo Tracker Sport Utility, Kelly Blue Book value 500.00
4. Blue Cross/Blue Shield, refund due the Decedent 10.10
5. internal Revenue Service, refund due the Decedent on 2009 Final Individual taxes 907.00
6. Member's First Federal Credit Union, savings account #81770-00 308.74
7. Morgan Stanley/Smith Barney, investment account #22L16203 45,064.80
8. Naples KOA, refund due the Decedent on lot rent in mobile home park in Florida 22.09
9. Pinnacle Health, refund due the Decedent 58.56
10. PNC Bank, checking account #5070075756 E~,252.58
11. Wells Fargo, investment account #2081-6388 19,587.71
12. Ned M. Rupp, loan to estate 3,000.00
13. Samuel M. Rupp, loan to estate 3,000.00
14. Member's First Federal Credit Union, credit balance on visa account 22.09
TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, DEBITS: $ 81,733.67
PERSONALTY -PRINCIPAL ACCOUNT
CREDITS
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,The Accountants claim credit for the payment of the following items from
Decedent's Personalty Account:
1. Pinnacle Health, medical services $ 91.52
2. Card Services, LL Bean, credit card payment 222.79
3. Malpezzi Funeral Home, funeral services 5,474.51
4. Member's First Federal Credit Union, credit card payment 77.91
5. Wachovia, fee charge to obtain date of death values 25.00
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6. Publishers Clearing House, outstanding balance
7. Direct TV, satellite TV service
8. Rhoela Rupp, reimbursement for funeral luncheon
9. Register of Wills, Agent, estimated Inheritance Tax payment
10. Greenawalt & Company, P.C., preparation of 2009 Final Individual taxes
11. Ned M. Rupp & Samuel M. Rupp, cash advances ($10.00 each)
12. SE Emergency Physicians, medical services
13. Gingrich Memorials, grave marker
14. Register of Wills, Agent, Inheritance Tax payment
15. Register of Wills, filing fee for Inheritance Tax return
16. PNC Bank, service charge
17. Register of Wills, additional probate fee
18. Mony Life Insurance Co., refund overpayment on annuity that ceased at death
19. Ned M. Rupp, repayment of loan
20. Samuel M. Rupp, repayment of loan
21. Snelbaker & Brenneman, P.C., attorney services
22. Snelbaker & Brenneman, P.C., costs advanced:
a. Register of Wills, probate fees 156.00
b. Cumberland Law Journal, advertise Executors' Notice 75.00
c. Patriot News, advertise Executors' Notice 199.61
d. Register of Wills, short certifiate 4.00
23. Reserve for filing fees, accountant fees and other miscellaneous
costs associated with the administration of Decedent's estate
TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, CREDITS:
PERSONALTY -INCOME ACCOUNT
DEBITS
The Accountants charge themselves with the receipt of the following
income from the investment of Personalty Principal:
1. PNC Bank, checking account #5070075756, interest
2. Member's First Federal Credit Union, savings account #81770-00, interest
3. Wells Fargo, investment account #2081,6388, gain
4. Morgan Stanley/Smith Barney, account #22L0013613, change in value
from date of death to September 30, 2010
TOTAL, PERSONALTY, INCOME ACCOUNT, DEBITS:
PERSONALTY -INCOME ACCOUNT
CREDITS
The Accountants claim credit for the payment of the following items
from the Personalty Principal Account:
TOTAL, PERSONALTY, INCOME ACCOUNT, CREDITS:
REAL ESTATE -PRINCIPAL ACCOUNT
DEBITS
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The Accountants charge themselves with the receipt of Decedent's
Real Estate as follows:
TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, DEBITS:
105.23
29.69
795.00
3,000.00
400.00
20.00
10.10
780.00
438.99
15.00
12.00
120.00
204.68
3,000.00
3,000.00
2,800.00
434.61
'l , 000.00
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$ 7.54
0.16
403.53
2,087.70
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REAL ESTATE -PRINCIPAL ACCOUNT
CREDITS
The 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
The 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
The Accountants claims credit for the payment of the following items
from the Real Estate Income Account:
TOTAL, REAL ESTATE, INCOME ACCOUNT, CREDITS:
$ NONE
$ NONE
$ NONE
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RECAPITULATION
PERSONALTY:
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PRINCIPAL ACCOUNT:
Debits $ 81,733.67
Credits $ 22,057.03
Balance $ 59,676.64
INCOME ACCOUNT:
Debits $ 2,498.93
Credits $ NONE
Balance $ 2,498.93
TOTAL PERSONALTY $ 62,175.57
REAL ESTATE:
PRINCIPAL ACCOUNT:
Debits $ NONE
Credits $ NONE
Balance $ NONE
INCOME ACCOUNT:
Debits $ NONE
Credits $ NONE
Balance $ NONE
TOTAL REAL ESTATE: $ NONE
TOTAL FOR DISTRIBUTION:
$ 62,175.57
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STATEMENT OF PROPOSED DISTRIBUTION
Ned M. Rupp and Samuel M. Rupp, Executors and Accountants herein,
roposes to distribute the balance of the Estate of Isabelle R. Conboy, Deceased,
o wit: $62,175.57 in accordance with the Last Will and Testament of sa id Decedent
s follows:
Ned M. Rupp
One-half of residue as per Item 2 of Will
a. Morgan Stanley/Smith Barney Account, One-half, In-Kind $ 23,576.25
b. Maria Henry, 1 /2 of note receivable $ 480.00
c. 1996 Geo-Tracker, fn-Kind $ 500.00
d. Cash $ 6,531.53
Samuel M. Rupp
One-half of residue as per Item 2 of Will
a. Morgan Stanley/Smith Barney Account, One-half, In-Kind $ 23,576.25
b. Maria Henry, 1/2 of note receivable $ 480.00
c. Cash $ 7,031.54
OTAL FOR DISTRIBUTION:
$ 31, 087.78
$ 31,087.79
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COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF CUMBERLAND
Ned M. Rupp and Samuel M. Rupp, being duly sworn according to law deposes
and says: that they are the Executors of the Estate and under the Last Will
Testament of Isabelle R. Conboy, 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.
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Executor and Accountant
Sworn to and subscribed before me
this `~ ~ day of C3G~} /~---- 2010
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