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HomeMy WebLinkAbout08-04-11Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF _ CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: Jean Ruth Bilunas Date of Death: 04/10/2009 File Number: 21-09-00428 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 file a final account with the Court? ^ Yes ® No b. The separate Orphans' Court No. (if any) for the personal representative's account is: 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 files with the Cleric of Crphans' Court and may be attached to This report. Copy of Family Settlement Agreement attached. Date ~'~ 7 ~ I' ~_ ~ __ _ t G , --- + ~ ~~ '' U c ;~ -_ ~ cam.' ,, LZ __ p- U Form RW-10 Rey. ~o-~s-zoos Marielle F. Hazen #68003 Name of Person Filing this Form 2000 Linglestown Rd. Suite 202 Address Harrisburg, PA 17110 Cdy, Sfafe, Zip 717-540-4332 Telephone Copyright (c) 2006 form software only The Lackner Group, Inc. i Capacity: ^ Personal Representative ® Counsel FAMILY SETTLEMENT AGREEMENT AND FINAL RELEASE IN THE ESTATE OF JEAN RUTH BILUNAS, DECEASED KNOW ALL MEN BY THESE PRESENTS that WHEREAS, JEAN RUTH BILUNAS, late of Cumberland County, Pennsylvania, died intestate on April 10, 2009, WHEREAS, Letters of Administration on the Estate of the decedent were duly issued by the Register of Wills of Cumberland County at Estate File No. 21-09-00428, and Letters were granted to David M. Bilunas, hereinafter called personal representative; WHEREAS, the Personal Representative has gathered the assets of the estate of the decedent, and the assets consist of real and personal property with a total value of $619,397.90, as set forth in Exhibit "A," which is a statement of account of the said Personal Representative, and which is attached hereto and made a part hereof and marked Exhibit "A;" WHEREAS, the balance for distribution as shown in the statement marked. Exhibit "A" has been distributed as herein indicated in accordance with the terms of the Last Will and Testament of the decedent; NOW, THEREFORE, KNOW YE, that we, DAVID M. BILUNAS and ROBERT F. BILUNAS, being the beneficiaries of the decedent, and being those persons entitled to inherit under the Last Will and Testament, do hereby acknowledge that we have this day had anal received from the Personal Representative, in full satisfaction and payment, all sum or sums of money, legacies, bequests and devices as are given, devised and bequeathed to us, which amounts we have received this day, and which amounts are set opposite our names in the table and schedule of distribution in the statement attached hereto and marked Exhibit "A;" AND, we do hereby stipulate that in order to avoid the expense and time involved in the filing of a formal account and schedule of distribution, we agree that no account is necessary; and we do hereby consent to distribution being made without the i:iling of an account and schedule of distribution, the same to be with the same force and effect as if it had been filed and confirmed by the Orphans' Court Division of the Court of Common Pleas, Cumberland County. THEREFORE, we and each of us do hereby remise, release, quit claim and forever discharge the Personal Representative, her heirs, executors, administrators and assigns, of and from the estate and from all actions, suits, payment, accounts, reckoning, claims and demands whatsoever for or by reason thereof, or for any other use, matter, cause or thing whatsoever touching upon the estate of the decedent; and each of us do further hereby covenant and agree that should any liability come due to the estate of the decedent after the signing of this agreement, each of us do hereby covenant and agree with each other and the Personal Representatives that we will contribute pro rata our share of the estatf; to satisfy any and all claims, demands, suits or causes of action which may be successfully prosecuted against the estate or the Personal Representative after the signing, sealing and delivery of this Family Settlement Agreement and Final Release. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~'~ day of .~ / L ~ , 2011. Estate of Jean Ruth Bilunas COMMONWEALTH OF PENNSYLVANIA COUNTY OF DAUPHIN ~~) ` DAVID M. BILUNAS SS: On this the ~_ day of ~ , 2011, before me, a Notary Public, the undersigned officer, personally appeared DAVID M. BILUNAS, known to me or satisfactorily proven to be the person whose name is subscribed to the within instrument, and acknowledged that s/he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. A Notary Public COfJiMONWEAL1'H OF PENNS'r'LVANIA Notarial Seai Corinne Eggers Woodhouse, Notary Public City of Harttskx~~}I, laaupitin County My Commissic~ : t:~~,~~,a<. A~It~. 14'x, 2011 IN WITNESS WHEREOF, I have hereunto set my hand and seal this ,~~ day of 2011. _-~ R BERT F. BILUNAS Estate of Jean Ruth Bilunas COMMONWEALTH OF PENNSYLVANIA COUNTY OF SS: On this the ~ day of ~. , 2011, before me, a Notary Public, the undersigned officer, personally appeared ROBERT F. IBILUNAS, known to me or satisfactorily proven to be the person whose name is subscribed to the within instrument, and acknowledged that s/he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set n,y !:ar_d and official seal. U ~~~ ~ ~~~~ Notary Public COAAMONWEALTH OF PENNSYLVANIA Notarial Seal Corinne Eggers WoocJhouse, Nohary Public City of Flartisbur:;, Cauphin Camty My Cor~rmiss;;a~ r;y~res Aug. 94, 2011 ESTATE OF JEAN RUTH BILUNAS STATEMENT OF ACCOUNT -EXHIBIT "A" DOD 4/10/2009 'Assets Value Americhoice Savin s Acct. #40088-01 $ 36,001.27 Auer Cremation Services of Penns Ivania, Inc. - re a ment of funeral $ 1,510.00 1998 BMW -trade in value $ 3,500.00 Merrill L ch Acct. #872-70189 -IRA -Beneficiaries Dave & Robert $ 5,104.24 Merrill L nch Acct. #872-70192 -IRA -Beneficiaries Dave & Robert $ 123,169.69 Menill L ch Acct. #872-10507 -Non-retirement-POD Dave 8 Robert $ 67,318.26 Menill L ch Acct. #872-10506 -Non-retirement-POD Dave 8 Robert $ 125,785.98 Mobile Home - Im erial sales rice $ 10,000.00 PSECU Ckin .Acct. #0176348029 - 01 $ 41.37 PSECU Ckin .Acct. #0176348029 - 04 $ 9,414.57 PSECU Ckin .Acct. #0176348029 - 07 $ 7,109.66 Real Estate -Arizona lot -tax assessed value $ 8,300.00 Real Estate - 1808 Chatham Dr., CH, PA er sales rice $ 148,500.00 Real Esta[e -escrowed funds w/ Secured Land $ 10,000.00 SERS Annui & Death Benefit $ 1,106.00 Settlement roceeds -Matter of Alliance Ca ital Mana ement, LLC $ 155.11 Reimbursed for Sewer 9/22/09-1011!09 as /HUD-1 Settlement Line 421 $ 3.72 Reimbursed for Refuse 9!22/09-10/1/09 as /HUD-1 Settlement Line 422 $ 5.67 Refund - Coun Taxes for 9/22/09-1/1/10 as /HUD-1 Settlement Line 414 $ 156.42 Refund -School Taxes for 9/22/09-7/1/10 as! HUD-1 Settlement Line 415 $ 798.93 Refund - Tri Mate Claim Acct. $ 441.00 Refund - UGI ove a ment of unlit $ 46.59 Refund - Verizon $ 67.16 Refund - MB Data $ 4.26 CK. Rec. before death from Ma Har reaves for van reimbursement $ 65.00 Refund -Ins. Pemium from Mobile-Rec Inc. $ 153.00 Personalty -jewelry (appraisal by DiaMonte Jewelers) $ 60,660.00 Total 619,397.90 lncome Received. Americhoice #40088-01 -Int. throw h 5/6/09 $ 14.70 Citizens Bk. Est. Ckin .Acct. #622375-475-6 5/09 interest $ 2.52 Citizens BK. Est. Ckin .Acct. #622375-475-6 6/09 interest $ 3.83 Citizens BK. Est. Ckin .Acct. #622375-475-6 7/09 interest $ 2.45 Citizens interest 8/09 $ 2.02 Citizens interest 9/09 $ 3.21 Citizens interest 10/09 $ 11.75 Citizens interest 11/09 $ 7.43 Citizens interest 12/09 $ 4.96 Citizens Interest 1/10 $ 4.46 Citizens Interest 2/10 $ 3.67 Citizens Interest 3/10 $ 4,p6 Citizens Interest 4/10 $ 2.36 PSECU R ular Share. Acct. #0176348029 - Ot Dividend - A ril $ 0.01 PSECU Re ular Share. Acct. #0176348029 - 04 Dividend - A ril $ 0.59 PSECU Re ular Share. Acct. #0176348029 - 07 Dividend - ril $ 4.58 PSECU Re ular Share. Acct. #0176348029 - 01 Dividend - Ma $ 0.02 PSECU Re ular Share. Acct. #0176348029 - 04 Dividend - Ma $ 2.22 PSECU Re ular Share. Acct. #0176348029 - 07 Dividend - Ma $ 0.29 PSECU R ular Share. Acct. #0176348029 - Ot Dividend -June $ 0.01 Social Security Check $ 1,783.00 Total 1,858.14 'Ex enses I Amount °_ ToPa Assodated Cardiol fists -medical ex ense co- a $ 8.86 Auer Cremation Services of Penns vania, Inc. -costs of funeral $ 1,510.00 Bonnie K. Miller, Tax Collector - ersonal & real estate tax 6/09 $ 575.27 Bonnie K. Miller, Tax Collector -real estate lax 09/10 $ 1,013.39 Catherine Lease, P.C. -Arizona attome 'fees to transfer real estate $ 1,939 53 Closin Costs -HUD-1 Settlement Sheet Line 502 minus escrowed funds $ 20,625.00 Closin Costs -seller aid -HUD-1 settlement sheet line 521 $ 4,455.00 Comcast $ 87.27 C stal Hackett - 2008 ersonal income tax re fee $ 325.00 C stal Hackett - 2009 ersonal income lax re fee $ 325.00 Cumberland Law Journal - le al notice $ 75.00 DlaMonte Jewelers - a raisal fee for ewe/ $ 3,339.00 David M. Bilunas -executor feelcommission $ 17,250.00 Funeral -memorial service reimbursed David $ 151.60 Hazen Elder Law $ 13,600.00 $ 7,350.00 Hazen Elder Law -disbursements $ 15.87 $ 15.87 Lower Allen Tws - Sewer/trash 5/09 $ 96.00 Lower Allen Tws -Sewer/trash 6/09 $ 86,00 Mohave Count , AZ Treasurer - RE ro ert taxes $ 54.82 Mohave Count , AZ Treasurer - RE ro ert taxes $ 65.09 Netfiix.com fee -auto billed to Visa acct. 5/13/09 $ 9.53 PA American Water - 4/09 $ 26.51 PA American Water - 5109 $ 55.86 PA American Water - 6109 $ 26.54 PA American Water - 7/09 $ 27,25 PA American Water - 8/09 $ 27.25 PA American Water - 9/09 $ 22.36 PA De t. of Revenue -state fiducia Income tax $ 2.00 PA De t. Vital Records -fee for death cert. for Robert Summers $ 9.00 PPL Electric - 5/09 $ 17 71 PPL Electric - 6/09 $ 19 11 PPL Electric - 6109 $ 17.85 PPL Electric - 7109 $ 19.77 PPL Electric - 8/09 $ 11.98 PPL Electric - 9/09 $ 13.76 Prudential Finandal remium aid before death, check submitted after death $ 16.95 PSECU VISA Acct. #0176348029-09 $ 424.43 PSECU Real Estate E uit Loan Acct. #0176348029-55 $ 2,813.07 PSECU - Recordin fee to file satisfaction of HE loan $ 37.00 Re ister of Wills - robate fees reimburse David $ 304.00 $ 304.00 R ister of Wills -additional robate Fees $ 50.00 Re ister of Wills -fee for co t. Cert. ce of will of Robert Summers $ 17.50 Re ister of Wills - filin fee for PIT and Invento $ 30.00 ROW -fee for additional Short Certificates $ 8.00 ROW -fee for certified co of Letters Testatmenta $ 40.00 ROW - filin fee for su lemental PIT and Invento $ 30.00 Sentinel - le al notice $ 219.40 Sollenbe er Colon t: Rectal Sur a -medical ex ense co- a $ 87.75 Sudden Death Pest Control -for sale of residence $ 662.50 UGI - as service 4/09 $ 100.00 UGI - as service 6109 $ 179.00 UGI - as service 7109 $ 7999 UGI - as service 8/09 $ 61.18 UGI - as service 9/09 $ 80.24 Verizon - ril Pa ent $ 154.73 Verizon - Ma a menl $ 150.72 RESERVE $ 25.00 $ 25.00 .Total 71,455.64 T894.87 TOTAL ASSETS ANO INCOME RECEIVED $ 621,253.04 LESS TOTAL EXPENSES $ 71,455.64 LESS INHERITANCE TAX PAID $ (23,521.74 T07AL 526,278.66 Meryl Lynch FirstParltnl e ' Parltal it Partial .FlOA1" ° ' ~n,.. Dletrlbutlon Account Jowelry DlaVlbutlon Distribution Dlefributlori DlsUibutlon 'Total.". Robert Bilunas (final distribution indudes $9,550 for the mobile home, plus $17,580.25 $ 160,679.08 $ 30,330.00 $ 40,000.00 $ 5,000.00 $ 27,130.25 S 263 139.33 David Bilunas (final distribution indudes $3,500 for the 1998 BMW, $8,300 for the Arizona ro rt , lus $13,740.84 $ 160,679.09 $ 30,330.00 $ 40,000.00 $ 5,000.00 $ 1,500.00 $ 25,540.84 S 263 049.93 Penal with interest attibuted to David Bilunas $ 89.40 $ 89.40 .Total 37 ;35 .17 6Qj860.00 '80,000.00 10,D00. 0 1,500:00: ' 2, ...0:49 .528;278,86' Actual cash distribution may increase or decrease based on receipt of additional assets or income, presentation oI an obligation, and/or payment of additional expenses. "An additional payment of $89.40 was made to the Department of Revenue for interest and penalties related to the late reporting of the bonds. David Bilun;3s assumed responsibility for those costs so they are not re/lected here.