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HomeMy WebLinkAbout02-16-11,. . Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: KAREN R. WOODWORTH Date of Death: 01/08/2010 File Number: 21 -10 - 0069 Pursuant to Pa. O.C. Rule 6.12, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: ~ Yes ^ No 2, If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is YES, state the following: a. Did the personal representative fife a final account with the Court? ^ Yes X^ No b. The separate Orphans' Court No. (if any) for the personal representative's account is: N/A Date t.~_ o ~..~ t..l._,r _`. J ~~ ` _. ~_,._t,~ o _ : _-, ._~ r r ~ l 1..iJ LL ~~.. LL ., I ' ^- L:r_ ,~~ ~-_. ~ ~~~ -... W ~' ..~, ~.~ `_/ ` ~ E7 t s.d V ~- 1-iJ ~;^ __ ~~ ~a V Forrn RW-10 Rey. ~0-~~-loos c. Did the personal representative state an account informally to the parties in interest? ©Yes ^ No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of Orphans' Court and may be attached to this report. 3- rS . l DAVID C MILLER JR Name of Person Filing this Fonn 1100 SPRING GARDEN DR. SUITE A Address MIDDLETOWN, PA 17057 ciq, state, zip 7171939-9806 Telephone Copyright (c) 2006 form sofNrare onty The Lackner Group, Inc Capacity: ^ Personal Representative © Counsel IN THE MATTER OF THE ESTATE OF KAREN R. WOODWORTH, DECEASED IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION N0.21-10-4069 FINAL DISTRIBUTION FAMILY AGREEMENT THIS AGREEMENT is by and between Judith J. Valentine, individually and as Executrix of the Estate of Karen R. Woodworth, Deceased, David C. Miller, Jr., Esquire, Counsel for the Estate, and Robert J. Berrettini, Emily Grace Taylor and Katherine Jane Taylor, as residual beneficiaries of the Estate of Karen R. Woodworth. WHEREAS, Karen R. Woodworth, who resided at 503 Colony Drive, Camp Hill, Cumberland County, PA 17011, died on January 8, 2010, with a Will, and whose Estate was opened on January 21, 2010, at the above number and term; and WHEREAS, Judith J. Valentine has been duly appointed as Executrix of the Estate of Karen R. Woodworth, Deceased; and WHEREAS, the parties in interest for purposes of distribution of the Estate of Karen R. Woodworth, Deceased, aze: (1) Robert J. Berrettini; (2) Emily Grace Taylor; and (3) Katherine Jane Taylor. WHEREAS, each of the above identified parties is entitled to a distributive shaze of the Estate; and WHEREAS, it is the desire of the parties to this Agreement that final distribution of this Estate be accomplished without formal accounting to the Orphans' Court Division of the Court of Common Pleas, Cumberland County, Pennsylvania; and WHEREAS, it is the desire of the parties to this Agreement to receive the following distributive shares of the Estate: 1 A. Principal: B. Final Expenses: Funeral Administration Debts Federal Income & PA Inheritance Taxes Total of Expenses: C. Income Earned by Estate D. Amount for Distribution E. Distributions: 1. First Partial Distribution: a. Morgan Stanley Smith Barney -IRA b. 1998 Toyota Avalon Subtotal: 2. Final Schedule of Distribution: a. Robert J. Berrettini b. Trust for Robert J. Berrettini c. Trust for Emily Grace Taylor d. Trust for Katherine Jane Taylor Subtotal: $ 318,851.30 $ -6,620.40 $ -38,746.89 $ -78,171.24 $ -8,617.26 $-132,155.79 $ +1.22 $ 186,696.73 $ -84,177.29 $ -4,665.00 $ -88,842.29 $ 4,982.72 $ 44,034.50 $ 24,463.61 $ 24,463.61 $ 97,854.44 Total Distributions: $ 186,696.73 WHEREAS, the parties to this Agreement each acknowledge the schedule of distribution as stated above; and WHEREAS, each of the parties to this Agreement do acknowledge to have received from the Executrix the sums set forth above, as distributions evidenced by the signatures of the parties on this Agreement. NOW, THEREFORE, WITNESSETH, in consideration of the mutual promises, covenants and agreements recited herein the parties do agree as follows: 1. Each of the parties to this Agreement as residual beneficiaries do hereby release 2 and forever discharge David C. Miller, Jr., Esquire, Counsel for the Estate of Karen R. Woodworth, and Judith J. Valentine, Executrix, from any and all liability which may from time to time arise in connection with services rendered as Counsel to the Estate and as Executrix of the Estate of Karen R. Woodworth, Deceased. The parties do further agree to indemnify and hold harmless said Counsel to the Estate and Executrix of the Estate of Karen R. Woodworth, Deceased, from any and all liability which may arise against the Estate from creditors or claimants. 2. Each of the parties does hereby acknowledge receipt of the cash and other assets described above and a full accounting of the Estate assets attached to this Agreement as Exhibit "A", Summary of Account. 3. Each of the parties to this Agreement acknowledge that this Agreement shall be indexed and recorded in the Estate proceedings and that the terms hereof shall be binding upon his respective heirs, successors, administrators, and assigns. 4. This Agreement shall be governed by the laws of the Commonwealth of Pennsylvania. WITNESS: ~vnn c~ ~ ~~~~~~ Witness for David C. Miller, Jr., Esquire Dated: ~ ~2 ( ~ ! I David C. Miller, Jr., Esquire, individually and as Counsel for the Estate of Karen R. Woodworth, Deceased Witness for Judith J. Valentine Dated: 1 a I ~ Witness for Robert J. Berrettini Dated: f ^ r J ith J. Va1en ' e, individually and as Executrix of the Estate of Karen R. Woodworth, Deceased Robert J. Berrettini, individually and as Residual Beneficiary of the Estate of Karen R. Woodworth, Deceased 3 and forever discharge David C. Miller, Jr., Esquire, Counsel for the Estate of Karen R. Woodworth, and Judith J. Valentine, Executrix, from any and all liability which may from time to tune arise in connection with services rendered as Counsel to the Estate and as Executrix of the Estate of Karen R. Woodworth, Deceased. The parties do further agree to indemnify and hold harmless said Counsel to the Estate and Executrix of the Estate of Karen R. Woodworth, Deceased, from any and all liability which may arise against the Estate from creditors or claimants. 2. Each of the parties does hereby acknowledge receipt of the cash and other assets described above and a full accounting of the Estate assets attached to this Agreement as Exhibit "A", Summary of Account. 3. Each of the parties to this Agreement acknowledge that t1lis Agreement shall be indexed and recorded in the Estate proceedings and that the terms hereof shall be binding upon his respective heirs, successors, administrators, and assigns. 4. This Agreement shall be governed by the laws of the Commonwealth of Pennsylvania. WITNESS: Witness for David C. Miller, Jr., Esquire Dated: David C. Miller, Jr., Esquire, individually and as Counsel for the Estate of Karen R. Woodworth, Deceased Witness for Judith J. Valentine Dat i ess or Robert J. Berrettini Dated: ~ ~/ / Judith J. Valentine, individually and as Executrix of the Estate of Karen R. Woodworth, Deceased Robert~J. Berrettini, individually and as Residual Beneficiary of the Estate of Karen R. Woodworth, Deceased 3 Witnes or James L. ylor, III Dated: ~ o2c~ // Witness or James L. T ylor, III Dated: < '~02~ l~ /,~ Jame .Taylor, III, li`ru3~ee, on behalf of y Grace Taylor and Katherine Jane Taylor (minors), individually and as Residual Beneficiaries of the Estate of Karen R. Woodworth,~Dec~ease^d ~`"~'/ ~?~~ es L. Taylor, III, Trustee, on behalf of Robert J. Berrettini, individually and as Residual Beneficiary of the Estate of Karen R. Woodworth, Deceased 4 EXHIBIT "A" SUMMARY OF ACCOUNT Estate of Karen R. Woodworth Receipts: ;318,851.30 Less Distributbns: Debts of Decedent X78,77124 Funeral Expenses .;6,520,40 Administratbn Expenses X30,248.89 Federal and State Taxes -;8,617.2ti Fees and Commissions .58,500.00 Subtotal: -;132,155.79 Income Earned by Fatale ;1,22 Balance before Distrlbutbn: :186,696.73 RECEIPTS OF PRINCIPAL Assets Listed in Inventory: Real Estate: Schedule A 503 Cobrry Drive ;187,000.00 Camp HiU, PA Subtotal of Real Estate: 5187,000AO Tangible Personal Properly: Schedule E M6T Bank -Checking Account No. 61238414 ;9,052,33 MorganStanby Smith Bamay ;20,027.86 Members 1st -Savings Account No. 328341-00 52,543.10 Members 1st - YISA Account No. 467209000029009 - Credk Balance 599.98 Emergency Medical SenACes - RefurM ;229.70 1998 Toyota Avabn ;4,665.00 Personal Properly -Private Sale -Desk 5750.110 Real Estate Taxes-Refund from Settlement ;562,26 Sewer-Refund from Setdament ;'/9,12 Sprint-Refund 133.96 UGI-Refund ;206.00 ExpraasScripts-Refund ;34.72 ADT Security Service-Refund ;27.00 American Water-Refund ;13.89 GMAC-Refund of Overpayment 57,56023 United States Treasury-SS Payment-1f27H0 ;1,138A0 Morgan Stanley ;27.63 PA Department of Revenue-Properly Tax Rebate 5750.00 Subtotal of Personal Properly: yt1,201.18 Jolrrdy Owned Property: Schedule F DOD Balance Taxable Amoumt Fulton Bank-Checking Account /2219.63065 ;6,472.83 53,236A2 Subtotal of Jointly Owned Properly: ;6,472.83 Inter-Vivos Transfers !t< Mbcellaneous Non-Probate Property: Schedule G or L MorganStanley Smith Barney ;84,177.29 ;84,17729 Subtotal of Inter-Vivos 8: NorMrobabie Property: ;84,177.29 TOTAL OF PRINCIPAL: ;318,851.30 DISBURSEMENTS OF PRINCIPAL Funeral Fxperrses: Schedule H Myers-Hamer Funeral Home -:3,909.00 Georgia Clements, Organbt .SSp,00 JNn Reitz, Eubgy X100.00 Booms By Vk:krey, Inc. X456.86 Walmart for Furreral Ptwtographa -;144.54 Fantlni Monuments-Grave Monument ,y165.00 l,odck~s Irbh Restaurant-Funeral Luncheon X945.00 Our Lady'salAt. CarmeHnternment X450.00 Father Raymond-Graveskle X100.00 Subtotal of Funeral Expenses: ,:6,620,40 Adminbbatkm Expenses: Schedule H Judah J. Vsk+ntine-Executrbc Commissbn X10,000.00 Probate Fees -;303.50 Short Certificates .;40.00 The Paxton Herald -;48.00 CumbeAand LawJoumal -;75.00 Addkbnal Probate Fees -;50.00 Patricia A. Radoravk:h -j350.00 BJR Plwnbing -Repairs -;60.00 1 r ERA-NRT, LLC • Real Estate Commissbn Recorder of Dssds-ReaKy Trenster Tax Christlna L. Hershey-Notary Fee Sale of Reel Estate Secured Land Transfers-Tax CertHkatbn Fee Secured Land Trensfere-Wire Fee Mortgage Pay-Off Seller Pald Closing Costs-Real Estate Sale U.B. Postal SaMce~Stamps Central Stst DktUrlbutors-Carege Door Repair Joe SwartrslhHouse Clean-0ut Register of WINsf{Ikg Fee-Return 8lmrentory Fulton Bank-0ifference Between DOD Value fL Close-Out Value Morgan Stnley-0IffererrCe Between DOD Value 8 Cbse-0ut Value Subtotal of Adminlstratbn Expenses: Fees and Commissbrrs: Schedule H 3fZ0l2010 Law Office of David C. MINer, Jr. 4/612010 Law OfSce of David C. MtOer, Jr. 5!2212010 Law OMce of David C. Millar, Jr. 5/31f2010 Law Offks of David C. MIBer, Jr. 8/18/2010 Law Office of David C. MIBer, Jr. 9/20/2010 Law Office of David C. Miller, Jr. 12!312010 Law Office of David C. M18er, Jr. Esgm~ Law Office of Davkl C. Mifier, Jr. Subtotal of Fees and Commbslons: Debts of Decedent: Schedule 1 GMAC Mortgage • Account No. 0019094808 PA American Watr Company (539.35; 540.84; 543.92; 53S.fi7) Futon Bank Visa Card Sprfnt Teleplwrw Special Events Emergency Medkal Servkres Verizon Telephone Servkms UGI Gas Senetcas (5125.00; 5208.93; 5203.42; 5206.00;;178.67) PPB.L Electrical Servkq (5157.00;1158.99; 5156.98) Camp Hi8 Fire Co. -Ambulance Service HCR Manor Care Unitrln (Kemper Insurance)-~4utomoblla ka. (545.00; 545.00! Hampton township-Sewer and Trash Peak MobiOty-Repair Stair LIR Terry Jor>es•l.aam Mowing GMAC-Mortgage Payment-February, March, AprN and May, 2010 Suthotel of Debt: Federal and Stat Taxes: PA Department of Revenue -Tax prepayment Dscount Totl of Tax Prepayment and Discount Total of Texas Due Refund Dua Subtotal of Prepaid Taxes and Taxes Due: TOTAL DISBURSEMENTS OF PRINCIPAL: RECEIPTS OF INCOME M&T Bankanterest from DOD to Close-0ut Members lstarkerest from DOD to Cbae-0ut BALANCE FOR DISTRIBUTION -:11,470.00 -:1,870.00 -:10.00 -115.00 -545.00 -54,500.00 48.80 -5129.75 -5154.00 -530.00 -5838.69 -X55.15 •530,246.89 41,400,00 -51,220,00 -5720.00 -5880.00 -5840.00 -5920.00 -51,360.00 -51,160.00 48,500.00 -570,520.72 4159.88 4128.39 438.52 4254.70 41ooz9 -5921.1 B 4470.97 488.35 -5275.00 490.00 4150.00 4221.79 4115.00 44,655.50 -578,171z4 58,400.00 5442.11 58,842.11 521728 48,617z6 -5132,155.79 So.59 50.83 11.22 5186,696.73 2 Dlstributbns: Morgan Stanley Smith Bamey -IRA •:84,177.29 1998 Toyota Avalon•To Robert J. Berrettinl -yt,665.00 Subtotal of DiaMbudons: -f88,gg2.2g Balance for Dlslrlbu0on 597,854.44 Robert J. Berratdni .54,gg2,7y Robert J. Berrettinl Trust -;44,034.50 EmBy Grace Taylor Trust -:24,463.61 Katherine Jane Taylor Trust -X4,463.61 Subtotal of Dlstributbns: X97,854.44 Remaining Balance 60,00 10/292010 Bank Balance 1105,374.44 Subtotal for Dbtributbn: 5105,374A4 Less: Remaining Legal Fees -f2,520.Q0 X2,520.00 Remaining Executrbc Commisskm X5,000.00 -:5,000.00 Subtotal for Dtatributlon: :97,854.44 Om ~ uManu 50.00 3