Loading...
HomeMy WebLinkAbout11-12-10 (2)RECEIPT AND RELEASE ~~ WHEREAS, Roger Allen Fenton, late of Mechanicsburg Borough, County of Cumberland and Commonwealth of Pennsylvania, died on January 21, 2009, having first made his Last Will and Testament in writing probated before the Register of Wills of said Cumberland County on January 26, 2009, and Letters Testamentary were issued on the same date to Paul R. Fenton, the Executor named in the Last Will and Testament of said Decedent; and WHEREAS, said Executor has entered upon and completed his administration of said Decedent's Estate as set forth in his First and Final Account attached hereto, and intends to distribute the net balance of the assets of said Estate to the person named in the Statement of Proposed Distribution also attached hereto, both of said documents being incorporated herein by reference thereto; and NOW, THEREFORE, KNOW ALL MEN BY THESE PRESENTS, that I, Paul R. Fenton, Trustee for Vincent W. Schmalz, being the principal legatee and distributee named in the Will of said Decedent and the person entitled to share in the residuary distribution of the Estate of said Decedent, do hereby declare and say that I have ~•. hJ ~ C examined the attached Account and Statement of Pred o ~-, 7D ~» r~, i;, 7 ~~~ o ~_> Distribution, and find the same to be true and co~ a'fid ~Tk ~ `? ~~ LAW OFFICES ~~~ A `it =;~ SNELBAKER BC 1 ~~ ~ _ _ -^~ BRENNEMAN, P.C. -d -'i m f~--'~ N ~.'7 C3 L`i t strict accordance with the terms and provisions of said Will, and I do hereby acknowledge that I this day have, had and received of and from Paul R. Fenton, Executor of the Estate of Roger Allen Fenton, the cash set opposite my name 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 me by any means whatsoever, for or on account of my full share, part or dividend of the Estate of Roger Allen Fenton, Deceased. NOW, THEREFORE, I the said Paul R. Fenton, Trustee for Vincent W. Schmalz do by these presents, remise, release, quit- claim and forever discharge the said Paul R. Fenton, his heirs, executors and administrators, of and from my 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 administration in the Office of the Register of Wills of said Cumberland County and by having the balance in the hands of the Executor, as shown by said Account, distributed by the Court of Common Pleas of Cumberland County - Orphans' Court Division, I do LAW OFFICES SNELBAKER & 2 BRENNEMAN, P.C. hereby agree that the foregoing Account and Statement of Proposed Distribution concerning the matter of settlement may be recorded with the same effect upon me 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 I the said Paul R. Fenton, Trustee for Vincent W. Schmalz, 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 I will return to the said Executor such amounts thereof as may be necessary to pay such debts or demands. IN WITNESS WHEREOF, I have hereunto set my hand and seal this i (~ day of~~ reM~elU 2010. WITNESSED BY: ~~I' (llt~J- r (SEAL) Paul R. Fenton, Trustee LAW OFFICES II SNELBAKER Bf 3 BRENNEMAN, P.C. COMMONWEALTH OF PENNSYLVANIA) SS. COUNTY OF CUMBERLAND) On this the ~(}~ day of n6vCh~2/ 2010, before me, a Notary Public in and for said State and County, the undersigned officer, personally appeared Paul R. Fenton, Trustee for Vincent W. Schmalz, 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. ~Cnc~to-K ~t.~6 Notary Public COMMONWEALTH OF PENNSYLVANIA NoY~tial Seal Sandra K Showers, No#ary Public Wleclaanitse'xug Moto, Ctmbfxttand County ~~iy vorrxrtassbn Expires Nov. 22,2011 tVlemfier, a~errnsyleania Assoeiatlon of Note--rigs LAW OFFICES II SNELBAKER AC 4 BRENNEMAN, P.C. ESTATE NO. 21-09-0082 FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED DISTRIBUTION OF AND BY PAUL R. FENTON, EXECUTOR OF THE ESTATE AND UNDER THE LAST WILL AND TESTAMENT OF ROGER ALLEN FENTON, DECEASED, LATE OF MECHANICSBURG BOROUGH, CUMBERLAND COUNTY, PENNSYLVANIA aul R. Fenton, Executor as aforesaid and Accountant herein, avers as follows: DATE OF DECEDENT'S DEATH: January 21, 2009 DATE LETTERS TESTAMENTARY ISSUED: January 26, 2009 DATES EXECUTOR NOTICE ADVERTISED: Cumberland Law Journal April 9, 16, 23, 2010 The Sentinel April 8, 15, 22, 2010 FIRST AND FINAL ACCOUNT PERSONALTY -PRINCIPAL ACCOUNT DEBITS LAW OFFICES SNELBAKER ~ BRENNEMAN. P.C. ~e Accountant charges himself with the receipt of the following items of Decedent's Personalty valued as of the date of Decedent's death: 1. 1978 Ford F250 Supercab, sale value $ 1,500.00 2. 1979 CBX 1000 Honda motorcycle, sale value 800.00 3. M&T Bank, checking account #9834529365 140.30 4. Tools sold at Public Auction and by the Executor 1,834.50 5. Internal Revenue Service, refund due decedent on 2008 Income Taxes 1,081.00 6. 1951 Chevy Pickup, sale proceeds 2,200.00 7. Cash found in decedent's possession 50.00 8. Motorists Insurance Group, refund unused insurance premium 52.21 9. Check from buyer of truck to cover title transfer and tag fees 112 47 TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, DEBITS: . $ 7,770.48 PERSONALTY -PRINCIPAL ACCOUNT CREDITS The Accountant claims credit for the payment of the following items from Decedent's Personalty Account: 1. Quantum Imaging, medical services 2. Oakwood Radiation, medical services 3. T-Mobile, cell phone service 4. Andrew 8 Patel, medical services 5. Northland Group, payoff credit card debt 6. West Shore EMS, ambulance services 7. Afni, Inc., payoff to Verizon 360.00 410.00 10.00 200.00 10.00 771.48 43.31 Page 1 8. Paul Fenton, reimbursement for following: 583.31 a. Register of Wills, probate fee 110.00 b. Register of Wills, garage rent, funeral flowers 473.31 and funeral luncheon 9. Ken Schenk, garage rent 540.00 10. Jeanette Fenton, reimburse for payment of decedent's personal taxes 9.80 11. Withdraw of cash for title transfer of truck 175.00 12. Capital One, payoff credit card 472.65 13. DAL Auctions, commission on tools sold at auction 537.07 14. Register of Wills, filing fee for Inheritance Tax return 15.00 15. Register of Wills, Agent, Inheritance Tax 73 ~ 16. Snelbaker & Brenneman, P.C., attorney services 1,225.00 17. Snelbaker & Brenneman, P.C., costs advanced: 283.78 a. Cumberland Law Journal, advertise Executor Notice 75.00 b. The Sentinel, advertise Executor Notice 208.78 18. Reserve for filing fees for Inventory and First and Final Account 20.00 TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, CREDITS: $ 5,740.24 PERSONALTY -INCOME ACCOUNT DEBITS Accountant charges himself with the receipt of the following income from the investment of Personalty Principal: $ NONE TOTAL, PERSONALTY, INCOME ACCOUNT, DEBITS: $ NONE PERSONALTY -INCOME ACCOUNT CREDITS Accountant claims credit for the payment of the following items from the Personalty Principal Account: $ NONE TOTAL, PERSONALTY, INCOME ACCOUNT, CREDITS: $ NONE REAL ESTATE -PRINCIPAL ACCOUNT DEBITS Accountant charges himself with the receipt of Decedent's Real Estate as follows: $ NONE TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, DEBITS: $ NONE REAL ESTATE -PRINCIPAL ACCOUNT CREDITS The Accountant claims credit for the payment of the following items from Real Estate Principal Account: $ NONE TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, CREDITS: $ NONE REAL ESTATE -INCOME ACCOUNT DEBITS LAw oFFicES The Accountant charges himself with the receipt of the SNELBAKER & income from the investment of Real Estate Principal Account: $ NONE BRENNEMAN, P. C. TOTAL, REAL ESTATE, INCOME ACCOUNT, DEBITS: $ NONE Page 2 REAL ESTATE -INCOME ACCOUNT CREDITS The Accountant claims credit for the payment of the following items from the Real Estate Income Account: $ NONE TOTAL, REAL ESTATE, INCOME ACCOUNT, CREDITS: $ NONE LAW OFFICES SNELBAKER 8C BRENNEMAN, P.C. Page 3 RECAPITULATION LAW OFFICES SNELBAKER $C BRENNEMAN, P.C. PRINCIPAL ACCOUNT Debits $ 7,770.48 Credits $ 5,740.24 Balance $ 2,030.24 INCOME ACCOUNT: Debits $ NONE Credits $ NONE Balance $ NONE TOTAL PERSONALTY PRINCIPAL ACCOUNT Debits $ NONE Credits $ NONE Balance $ NONE INCOME ACCOUNT: Debits $ NONE Credits $ NONE Balance $ NONE TOTAL REAL ESTATE: $ 2,030.24 $ NONE $ 2,030.24 Page 4 STATEMENT OF PROPOSED DISTRIBUTION LAW OFFICES SNELBAKER & BRENNEMAN, P.C. Paul R. Fenton, Executor and Accountant herein, proposes to distribute the balance of the Estate of Roger Allen Fenton, Deceased, to wit: $ 2,030.24 in accordance with the Last Will and Testament of said Decedent as follows: Paul R. Fenton, Trustee for Vincent W. Schmalz 100% of residue as per Item 2 of Will AL FOR DISTRIBUTION: $ 2, 030.24 $ 2,030.24 Page 5 COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF CUMBERLAND Paul R. Fenton, being duly sworn according to law deposes and says: that he is the Executor of the Estate and under the Last Will and Testament of Roger Allen Fenton, Deceased, and the Accountant 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 his knowledge, information and beef. ~ ~w'~ Roger R. Fenton Executor and Accountant Sworn to and subscribed before me this ~ (,}r(, day of n~Jea16eK.~ 2010 Notary Public COMMONWEALTH OF PENNSYLVANIA Notarial Seal Sandra K Showers, Notary Public Medianicsburg Boro, Crmbedand Co1n~y My CAmmissbn E~ires Nov. 22, 2011 AAember, Pennsylvania Assn,.^iatlan of Notaries LAW OFFICES SNELBAKER EC BRENNEMAN. P.C. Page 6