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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~:', ~~ ,,-~ _v ~....~ ~.- ,J r~,f- -~ iTt t`•3 =- 1 .~C~~ _ `~ ~ ~ „ ~ r-r`I D .. ~-'7 L...) f'~ .`~~ 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