HomeMy WebLinkAbout10-25-11 (2)RECEIPT AND RELEASE
WHEREAS, Anna T. Keyser, late of Upper Allen Township,
~ounty of Cumberland and Commonwealth of Pennsylvania, died on
September 28, 2010, having first made his Last Will and Testament
in writing probated before the Register of Wills of said
Cumberland County on October 8, 2010, and Letters Testamentary
sere issued on the same date to Robin K. Schade, the Executrix
Zamed in the Last Will and Testament of said Decedent;
end
WHEREAS, said Executrix has entered upon and completed her
administration of said Decedent's Estate as set forth in her
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
LAW OFFICES
SNELBAKER 8C
BRENNEMAN. P.C.
Charles Elwood Keyser, Jr., Garry Martin Keyser, Sr., Terri Ann
Ritter and Robin K. Schade, being the principal legatees and
distributees named in the Will of said Decedent and the persons
entitled to share in the residuary distribution of the Estate of
said Decedent, do hereby declare and say that we ~ and each of us,
have examined the attached Account and Statementw=; ProRosec~:', ~~
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Distribution, and find the same to be true and correct, and in
>trict accordance with the terms and provisions of said Will, and
ae do hereby acknowledge that we, and each of us, this day have,
lad and received of and from Robin K. Schade, Executrix of the
estate of Anna T. Keyser, the cash, personalty and/or real estate
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
vidend of the Estate of Anna T. Keyser, Deceased.
NOW, THEREFORE, we, and each of us, the said Charles Elwood
Ryser, Jr., Garry Martin Keyser, Sr., Terri Ann Ritter and Robin
. Schade do by these presents, remise, release, quit-claim and
forever discharge the said Robin K. Schade, her heirs, executors
and administrators, of and from our said shares or dividends of
he 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
f 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
LAW OFFICES II 2
SNELBAKER 8C
BRENNEMAN, F.C.
Cumberland County and by having the balance in the hands of the
Executrix, 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 ~.he 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 Charles Elwood
Keyser, Jr., Garry Martin Keyser, Sr., Terri Ann Ritter and Robin
K. Schade 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 Executrix
such amounts thereof as may be necessary to pay such debts or
demands.
LAw o~icES II 3
SNELBAKER 8C
BRENNEMAN, P.C.
IN /WITNESS WHEREOF, we have hereunto set our hands and seals
:his day of ~~~~ 2011.
aITNESSED BY:
S ~
Charles wood Key e Jr.
• (SEAL)
Gar Martin Keyser, Sr.
C~y~ ~{~.,~„~ (SEAL)
• Terri Ann Ritter
Opt/-1._ ~ ( SEAL )
Robin K. Schade
LAw oFFlCES II 4
SNELBAKER EC
BRENNEMAN• P.C.
COMMONWEALTH OF PENNSYLVANIA)
. SS.
COUNTY OF CUMBERLAND)
On this theoZ~ day of Q(~'o6~ 2011 before me, a
Notary Public in and for said State and County, the undersigned
officer, personally appeared Charles Elwood Keyser, Jr., 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
COMMONWEALTH OF PENNSYLVJUNIA
Notailel Seel
Serdra K SI'iowe~e. Nolary Public
~Ay Corr~rr~sslon E~MesNov 22,
Member, P~nnsyfver-ie Assodadon of Natarles
LAw o~tcES I I 5
SNELBAKER 8C
BRENNEMAN, P.C.
COMMONWEALTH OF PENNSYLVANIA)
SS.
COUNTY OF CUMBERLAND)
On this the ` day of O ~ ~ Q~ 2011 before me, a
Notary Public in and for said State and County, the undersigned
officer, personally appeared Garry Martin Keyser, Sr., 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. ~,^
~~XJ~
Notary Public
CO1NlAONWEALTH OF PENNSYLVANIA
Notarial Seal
Sandia K Sllowere. Notary Pubic
~Ay Corrxrdssbn ~
per, Pennsylvania paaoolatlon of Pb~
LAw o~cES II 6
SNELBAKER 8C
BRENNEMAN, P.C.
IIC
ii
~MMONWEALTH OF PENNSYLVANIA)
. SS.
RUNTY OF CUMBERLAND)
On this the a(~ day of ~~ ~~ 2011 before me, a
otary Public in and for said State and County, the undersigned
fficer, personally appeared Terri Ann Ritter, known to me (or
,atisfactorily proven) to be the person whose name is subscribed
:o the within instrument and acknowledged that she executed the
>ame for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official
Notary Public
Op~AbpNWEJ1LTH OF PENNS VANIA
Notarial Seel
Boro, Gmbe~erd!C.our~tY
My won Elea Nov. ~ X11
Member, Pennsylvania Asaoclatlon of Notarise
LAw o~icEs
SNELBAKER &
BRENNEMAN, P.C.
7
ii:
OMMONWEALTH OF PENNSYLVANIA) SS.
OUNTY OF CUMBERLAND)
da of ~~~ 2011 before me, a
On this the ~~ Y
otary Public in and for said State and County, the undersigned
officer, personally appeared Robin K. Schade, known to me (or
>atisfactorily proven) to be the person whose name is subscribed
,o the within instrument and acknowledged that she executed the
same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official
eal.
Notary Public
~Me~oNVUEni.Tr+ of ~r~s~nva~u+
nny comrtrsslon E,q~es Moir. zz. zo+~
Member, °~ nnsyivenie AESOGIetbn of NOtarles
LAw o~cEs
SNELBAKER EC
BRENNEMAN, P.C.
8
ESTATE N0.21-10-1023
FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED
DISTRIBUTION OF AND BY ROBIN K. SCHADE, EXECUTRIX
OF THE ESTATE AND UNDER THE LAST WILL AND TESTAMENT
OF ANNA T. KEYSER, DECEASED, LATE OF UPPER ALLEN
TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA
Robin K. Schade, Executrix as aforesaid and Accountant herein,
avers as follows:
DATE OF DECEDENT'S DEATH: September 28, 2010
DATE LETTERS TESTAMENTARY ISSUED: October 8, 2010
DATES EXECUTRIX NOTICE ADVERTISED: October 22, 29, November 5, 2010
Cumberland Law Journal October 14, 21, 28, 2010
The Sentinel
FIRST AND FINAL ACCOUNT
PERSONALTY -PRINCIPAL ACCOUNT
DEBITS
The Accountant charges herself with the receipt of the following items of
Decedent's Personalty valued as of the date of Decedent's death:
mutual fund #01013905750 8 002
ices
l S $ 87,552.58
,
erv
1. Amerprise Financia 20.51
2. Memberhealth, fund on RX plan 8
873.21
3. PNC Bank, N.A., checking account #5140125158 ,
3
818.40
Riversource, final benefit on long term care policy
4 ,
16
13
.
5. Commonwealth of Pennsylvania, refund on Inheritance Tax .
430.00
6. Memberhealth, fund on RX plan
PRINCIPAL ACCOUNT, DEBITS:
PERSONALTY
TOTAL 81,807.86
~
,
,
PERSONALTY -PRINCIPAL ACCOUNT
CREDITS
The Accountant claims credit for the payment of the following items from
Decedent's Personalty Account: $ 184.34
1.
2. Alert Pharmacy, prescriptions
Blue Shield, check written prior to death for health insurance premium 560.70
6,583.21
3. Messiah Village, nursing home care 80
00
4. Messiah Village Home Care, transport & aide 9/18/10 .
5,882.00
5. Malpezzi Funeral Home, funeral services 000.00
5
6 Register of Wills, estimated Inheritance Tax payment ,
00
230
.
7. Greenawalt & Company, P.C., preparation of Final Individual Tax returns .
525.64
8. Robin Schade, reimburse for funeral expenses 624.76
9. Register of Wills, Inheritance Tax payment 15.00
10. Register of Wills, filing fee for Inheritance Tax return 75.00
11. Register of Wills, additional probate fee 26.00
LAw o~ices 12 PNC Bank, cancelled check return fee
068.00
4
SNELBAKER 8G
13 Robin K. Schade, Executrix Commission '
.
BRENNEMAN, P.C.
Page 1
2,100.00
14. Snelbaker & Brenneman, P.C., attorney fees 492.90
15. Snelbaker & Brenneman, P.C., costs advanced: 198.50
a. Register of Wills, probate fee 75.00
b. Cumberland Law Journal, advertise Executrix Notice 219.40
c. The Sentinel, advertise Executrix Notice 20.00
16. Reserve for filing fees, accountant fees and other costs associated with
the administration of the decedent's estate $ 26,567.55
TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, CREDITS:
PERSONALTY -INCOME ACCOUNT
DEBITS
The Accountant charges herself with the receipt of the following
income from the investment of Personalty Principal: $ 0 85
1. Amerprise Financial Services, mutual fund, interest 18.42
2. PNC Bank, checking account, interest (less tax withholding) $ 19.27
TOTAL, PERSONALTY, INCOME ACCOUNT, DEBITS:
PERSONALTY -INCOME ACCOUNT
CREDITS
The Accountant claims credit for the payment of the following items $ NONE
from the Personalty Principal Account: $ NONE
TOTAL, PERSONALTY, INCOME ACCOUNT, CREDITS:
REAL ESTATE -PRINCIPAL ACCOUNT
DEBITS
The Accountant charges herself with the receipt of Decedent's $ NONE
Real Estate as follows: $ NONE
TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, DEBITS:
REAL ESTATE -PRINCIPAL ACCOUNT
CREDITS
The Accountant claims credit for the payment of the following $ NONE
items from Real Estate Principal Account: $ NONE
TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, CREDITS:
REAL ESTATE -INCOME ACCOUNT
DEBITS
The Accountant charges herself with the receipt of the $ NONE
income from the investment of Real Estate Principal Account: $ NONE
TOTAL, REAL ESTATE, INCOME ACCOUNT, DEBITS:
REAL ESTATE -INCOME ACCOUNT
CREDITS
LAw o~cES The Accountant claims credit for the payment of the following items $ NONE
SNELBAKER & from the Real Estate Income Account: $ NONE
BRENNEMAN. P.C. TOTAL, REAL ESTATE, INCOME ACCOUNT, CREDITS:
Page 2
LAw o~cEs
SNELBAKER 8C
BRENNEMAN, P.C•
RECAPITULATION
PERSONALTY:
PRINCIPAL ACCOUNT:
Debits
Credits
Balance
INCOME ACCOUNT:
Debits
Credits
Balance
TOTAL PERSONALTY
REAL ESTATE:
PRINCIPAL ACCOUNT:
Debits
Credits
Balance
INCOME ACCOUNT:
Debits
Credits
Balance
TOTAL REAL ESTATE:
TOTAL FOR DISTRIBUTION:
Page 3
$ 81, 807.86
$ 26,567.55
$ 55,240.31
$ 19.27
$ NONE
$ 19.27
$ 55,259.58
$ NONE
$ NONE
$ NONE
$ NONE
$ NONE
$ NONE
$ NONE
$ 55,259.58
STATEMENT OF PROPOSED DISTRIBUTION
Robin K. Schade, Executrix and Accountant herein, proposes to
distribute the balance of the Estate of Anna T. Keyser, Deceased, to wit:
$ 55,259.58 in accordance with the Last Will and Testament of said Decedent
as follows:
1. Charles Elwood Keyser, Jr.
25% of residue per Item Eighth of Will
2. Garry Martin Keyser, Sr.
25% of residue per Item Eighth of Will
3. Terri Ann Ritter
25% of residue per Item Eighth of Will
4. Robin K. Schade
25% of residue per Item Eighth of Will
TOTAL FOR DISTRIBUTION:
LAW pFF1CE5
SNELBAKER &
BRENNEMAN, P.C.
$ 13,814.90
$ 13,814.90
$ 13,814.89
$ 13,814.89
$ 55,259.58
Page 4
COMMONWEALTH OF PENNSYLVANIA SS:
COUNTY OF CUMBERLAND
Robin K. Schade, being duly sworn according to law deposes and says:
that she is the Executrix of the Estate and under the Last Will and Testament of
Anna T. Keyser, 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 her knowledge, information and belief. ,
Robin K. Schade
Executrix and Accountant
Sworn to and subscribed before me
this (~~ day of Q~~f`-, 2011
Notary Public
COMMONWEALTH OF PENNSYLVANIA
Nofa~ Seal
Sandia K Sltoweis, Notary PubNc
~~~~
My Catxn~slon E~kea Nov. 22.2011
Member. ~'~ onsvlvartim Associatlon of Notaries
LAw o~cEs
SNELBAKER 8C
BRENNEMAN, P•C+•
Page 5