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 ~•.
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examined the attached Account and Statement of Pred o ~-,
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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~--'~
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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