HomeMy WebLinkAbout09-27-11 (2)LAW OFFICES
SNELBAKER SC
BRENNEMAN, P.C.
RECEIPT AND RELEASE
WHEREAS, William R. Dougherty, late of Hampden Township,
County of Cumberland and Commonwealth of Pennsylvania, died on
September 12, 2010, having first made his Last Will and Testament
in writing probated before the Register of Wills of said
Cumberland County on September 24, 2010, and Letters Testamentary
were issued on the same date to Robert J. Dougherty, the Executor
named in the Last Will and Testament of said Decedent;
land
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
persons 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 we
Robert J. Dougherty and Thomas J. Dougherty, being the principal
~~legatees and distributees named in the Wi11 of said Decedent and
~~the persons entitled to share in the residuary distribution of
,he Estate of said Decedent, do hereby declare and say that we,
end each of us, have examined the attached Account and Statement
~f Proposed Distribution, and find the same to be true and
correct, and in strict accordance with the terms and provisions
of said Will, and we do hereby acknowledge that we, and each of
us, this day have, had and received of and from Robert J.
Dougherty, Executor of the Estate of William R. Dougherty, the
cash and/or personalty set opposite our names 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 us,
and each of us, by any means whatsoever, for or on account of our
full share, part or dividend of the Estate of William R.
Dougherty, Deceased.
NOW, THEREFORE, we, and each of us, the said Robert J.
Dougherty and Thomas J. Dougherty do by these presents, remise,
release, quit-claim and forever discharge the said Robert J.
Dougherty, his 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 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
LAW OFFICES
SNELBAKER EC 2
BRENNEMAN. P.C.
Executor, 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 Account 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 Common Pleas - Orphans' Court
Division, that we, and each of us, the said Robert J. Dougherty
and Thomas J. Dougherty 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 we, and each of us, will return to
the said Executor such amounts thereof as may be necessary to pay
such debts or demands.
In; r^~I'~'N~'r.c r~TUE.R.FOF, wP have hereunto set our hands and seals
this day of 2011.
WITNESSED BY: /~
,r ~ ~~r`~ .-------~
"_~~ , ~~ S EAL )
obe t J. Doug ert
LAW OFFICES
SNELBAKER SC
BRENNEMAN, P.C.
:OMMONWEALTH OF PENNSYLVANIA)
SS.
~OUNTY OF (lCUMBERLAND)
On this the c~~~1~1 day of ~~(<g~,,,S'~ 2011, before me, a
Notary Public in and for said State and County, the undersigned
officer, personally appeared Robert J. Dougherty, 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.
OOMeA MWEALTN F PENNSYLVANIA N o t a r y P u b l i c
Notarial Seal
Sarxire K Strowerra, Notary Pt~Gc
AAedrinioeburg Bona, G.xnbe>fand Caxity
My Con; xr~lon Expires Nov. 22, 2011
IAafnbm+, ?~nnsylvani~ As~octlltlort of NOtefbs
LAW OFFICES II
SNELBAKER 8C 4
BRENNEMAN, P.C.
STATE OF ~~V1 ~ )
COUNTY OF )
On this the ~,~~'- day of 2011, before me, a
Notary Public in and for said State and County, the undersigned
officer, personally appeared Thomas J. Dougherty 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.
"~"""" Notary Public
~,,,4~~~N~,,,•,,y FALCON BEACHAM
Notary Public -State of Florida
a. My Comm. Expires Dec 14, 2014
• N,,,,',~~ Commission 4E EE 49032
'~°F ft•'` ,' Bonded Through National Notary Assn.
LAW OFFICES II
SNELBAKER EC 5
BRENNEMAN, P.C.
ESTATE NO. 21-10-0985
FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED
DISTRIBUTION OF AND BY ROBERT J. DOUGHERTY, EXECUTOR
OF THE ESTATE AND UNDER THE LAST WILL AND TESTAMENT
OF WILLIAM R. DOUGHERTY, DECEASED, LATE OF HAMPDEN
TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA
Robert J. Dougherty, Executor as aforesaid and Accountant herein,
avers as follows:
DATE OF DECEDENT'S DEATH: September 12, 2010
DATE LETTERS TESTAMENTARY ISSUED: September 24, 2010
DATES EXECUTOR NOTICE ADVERTISED:
Cumberland Law Journal October 15, 22, 29, 2010
The Sentinel October 12, 19, 26, 2010
FIRST AND FINAL ACCOUNT
PERSONALTY -PRINCIPAL ACCOUNT
DEBITS
The Accountant charges himself with the receipt of the following items of
Decedent's Personalty valued as of the date of Decedent's death:
1. Various coins owned by the decedent, appraised value
2. Members 1st Federal Credit Union, savings account #2743-00
3. Members 1st Federal Credit Union, checking account #2743-11
4. Members 1st Federal Credit Union, certificate of deposit #27843-40
5. Members 1st Federal Credit Union, credit due the decedent on
visa card ending in 3822
6. IRS, 2009 income tax refund
7. IRS, 2010 income tax refund
8. Robert J. Dougherty, reimbursement for advance distributions
a. 5/9/11 4.62
b. 5/12/11 200.00
c. 5/20/11 1,200.00
d. 6/2/11 400.00
e. 7/6/11 450.00
f. 7/11 /11 8, 000.00
9. Thomas Dougherty, reimbursement for overpaid advance distributions
10. Commonwealth of Pennsylvania, Inheritance Tax refund
TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, DEBITS:
PERSONALTY -PRINCIPAL ACCOUNT
CREDITS
LAW OFFICES
SNELBAKER EC
BRENNEMAN, P.C.
The Accountant claims credit for the payment of the following items from
Decedent's Personalty Account:
1. Member's 1st Federal Credit Union, check #161 written prior to death
to Country Meadows Associates
2. Member's 1st Federal Credit Union, insurance premium to Prudential Insurance
$ 563.50
584.15
24, 022.92
616.14
373.17
875.23
1,255.00
10, 254.62
391.41
155.71
$ 39,091.85
$ 2,896.25
44.40
Page 1
LAW OFFICES
SNELBAKER SC
BRENNEMAN, P.C.
3. Member's 1st Federal Credit Union, check #162 written prior to death
to Community Life Team EMS
4. James A. Rabe Funeral Home, funeral services
5. Jim Lenig's Jewelry & Coins, appraisal fee
6. HCR Manorcare, medical services
7. Thomas Dougherty, reimburse for following:
a. Hotel, car rental, gas, parking & airfare
b. Duke's Cafe, funeral luncheon
c. Minister's fee
8. West Shore EMS, ambulance service
9. Register of Wills, Agent, estimated tax payment
10. Roberta Dougherty, decedent's expenses
11. Register of Wills, filing fee for Inheritance Tax return
12. Register of Wills, additional probate fee
13. Greenawalt & Company, P.C., preparation of Final Individual Tax returns
14. Robert J. Dougherty, advance distributions
a. 10/19/10
b. 10/28/10
c. 11/5/10
d. 11/9/10
e. 11/15/10
f. 11 /22/10
g. 11/29/10
h. 12/17/10
i. 12/19/10
j. 12/22/10
k. 12/24/10
I. 2/14/11
m. 2/22/11
n. 2/24/11
o. 3/7/11
p. 3/10/11
q. 3/14/11
r. 3/21/11
s. 3/23/11
t. 3/25/11
u. 3/28/11
v. 6/28/11
w. 7/11/11
x. 7/12/11
y. 7/14/11
z. 7/22/11
aa. 7/25/11
bb. Various coins, received in-kind
15. Thomas Dougherty, advance distributions
a. 11/28/10
b. 5/9/11
c. 7/13/11
16. Snelbaker & Brenneman, P.C., attorney fees
810.83
138.87
140.00
250.00
1, 000.00
1,000.00
500.00
1,000.00
1,000.00
2,500.00
100.00
2,000.00
100.00
100.00
80.00
30.00
15.00
250.00
100.00
100.00
100.00
75.00
100.00
120.00
600.00
1, 000.00
300.00
300.00
103.88
250.00
563.50
1,000.00
1,000.00
4,000.00
61.00
8,728.00
80.00
600.00
1, 089.70
170.86
700.00
500.00
15.00
30.00
245.00
13,637.38
6,000.00
1,637.25
Page 2
17. Snelbaker & Brenneman, P.C., costs advanced: 413.90
a. Register of Wills, probate fee 119.50
b. Cumberland Law Journal, advertise Executors Notice 75.00
c. The Sentinel, advertise Executors Notice 219.40
18. Reserve for filing fee for Inventory and Receipt & Release 20.00
TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, CREDITS: $ 36,868.74
PERSONALTY -INCOME ACCOUNT
DEBITS
The Accountant charges himself with the receipt of the following
income from the investment of Personalty Principal:
1. Member's 1st Federal Credit Union, savings #2743-00, interest $ 0.18
2. Member's 1st Federal Credit Union, checking #2743-11, interest 1.39
3. Member's 1st Federal Credit Union, certificate of deposit #2743-40, interest 1.16
TOTAL, PERSONALTY, INCOME ACCOUNT, DEBITS: $ 2.73
PERSONALTY -INCOME ACCOUNT
CREDITS
The 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
The 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
The Accountant charges himself with the receipt of the
income from the investment of Real Estate Principal Account: $ NONE
TOTAL, REAL ESTATE, INCOME ACCOUNT, DEBITS: $ NONE
REAL ESTATE -INCOME ACCOUNT
CREDITS
The Accountant claims credit for the payment of the following items
LAW OFFICES from the Real Estate Income Account: $ NONE
SNELBAKER & TOTAL, REAL ESTATE, INCOME ACCOUNT, CREDITS: $ NONE
BRENNEMAN, P.C.
Page 3
RECAPITULATION
PERSONALTY:
PRINCIPAL ACCOUNT:
Debits $ 39,091.85
Credits $ 36,868.74
Balance $ 2,223.11
INCOME ACCOUNT:
Debits $ 2.73
Credits $ NONE
Balance $ 2.73
TOTAL PERSONALTY $ 2,225.84
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: $ 2,225.84
LAW OFFICES
SNELBAKER EC
BRENNEMAN. P.C.
Page 4
STATEMENT OF PROPOSED DISTRIBUTION
LAW OFFICES
SNELBAKER SC
BRENNEMAN, P.C.
Robert J. Dougherty, Executor and Accountant herein, proposes to
distribute the balance of the Estate of William R. Dougherty, Deceased, to wit:
$2,225.84 in accordance with the Last Will and Testament of said Decedent
as follows:
Robert J. Dougherty
50% of residue as per Item Third of Will
2. Thomas J. Dougherty
50% of residue as per Item Third of Will
TOTAL FOR DISTRIBUTION:
$ 2,225.84
0.00
$ 2,225.84
Page 5
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF CUMBERLAND
Robert J. Dougherty, 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
William R. Dougherty, 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 belief. ~
%~/
obert J. D gherty
Executor and Accountant
Sworn to and subscribed before me
this~S1'"~layof ~,i~~CtS ~ 2011
~~ C! ~
Notary Public
TH OF PENNSYLVANIA
Notate Seal
Sandre K Showers, Notauy Public
lubdaraiCebu~g Boro, Curnbeiland CauntY
My Carrxr~On E~ires Nov. 22, 2011
AAember. L'r:nrsvivania Association of Notaries
LAW OFFICES
SNELBAKER SC
BRENNEMAN, P.C.
Page 6