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Home My WebLink About02-03-12Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: Wilma Finui Date of Death: 04/1512010 File Number: 21-10-0460 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 filed with the Clerk of Orphans' Court and may be attached to this report. Copy of Family Settlement Agreement and Final Release attached to this report. ~ ' ~ ' ao ~ a )`" 6 ~- l/d/ / Date ( ~ SS g~e of Person Filing this Capacity: ^ Personal Representative ® Counsel N w.- ~G N 4 11 ~ ~-~ ,_ X ~ G Marielle F Hazen #68003 ~ ~ r ~/"`'~ Y ~ Name of Person Filing this Form ` z' ;_ ^~ ~~~ 2000 Linglestown Rd. `__~,,, ~-~-' c ~ ~ ~ Suite 202 a t _~~° ~~ ~~ ~L.3- ~ ... -. r-; r ~ cra is! V us Address ~..:; ~-~-' {'- Harrisburg, PA 17110 t_G ~ Gty, State, Zip ~~ '-`'j 717-540-4332 Telephone Form RW '/O Rev. f0-13-2006 Copyright (c) 2006 form software only The Lackner Group, Inc. FAMILY SETTLEMENT AGREEMENT AND FINAL RELEASE IN THE ESTATE OF WILMA FINUI, DECEASED KNOW ALL MEN BY THESE PRESENTS, that WHEREAS Wilma Finui, late of Cumberland County, Pennsylvania, deceased, died testate on April 15, 2010, having first made her Last Will and Testament, which was duly executed on January 8, 2010 and is duly recorded in Cumberland County Courthouse, Register of Wills, File No. 21-10-0460; WHEREAS, Wilma Finui, by the aforesaid Last Will and Testament, named David A. Finui as Executor of her Last Will and Testament; WHEREAS, Letters Testamentary on the estate of decedent were duly issued by the Register of Wills of Cumberland County and were granted to David A. Finui on May 7, 2010, 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 to a total value of $421,358.80 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, Charles Finui, David Finui, Tobias Finui, Briana Finui Hornberger, Aaron Finui and an authorized representative of the Nativity of the Blessed Virgin Mary Orthodox Greek Catholic Church, being the beneficiaries and heirs 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 and 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 filing 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, David A. Finui, his 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 Representative that we will contribute pro rata our share of the estate 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. DOD 4/15/2010 ESTATE OF WILMA FINUI STATEMENT OF ACCOUNT -EXHIBIT "A" Assets DOD Value Real estate: 23 Wiltshire West St., Carlisle, PA -Settlement Statement HUD-1 Line dot $ 121,500.00 2008 Pontiac Torrent, r sales rice $ 14 800.00 S&T Financial Services Brokera a account #NVK-031513 36,600 sh. 57.525/sh. $ 275,415.00 First Commonwealth Cash acct. 031513 $ 1,098.06 Orrstown Bank checkin account #146001708 $ 5 303.29 Refund -Auto Ins. remium $ 169.00 Refund -Hachette Fili cci Media/Women's Da subscri lion $ 5.72 Refund - Hi hmark Ins. remium $ 25.00 Refund -Ladies Home Joumal subscri lion $ 9.59 Refund -Medicare $ 3.00 Sale of rsonal a raised at $3670; sold for $2350 sale of coffee table $ 65.00 sale of various items $ 585.00 sale of various items to Lori Ga dosh $ 250.00 sale of various rsonal $ 420.00 sale of various rsonal $ 280.00 sale of sewi machine $ 50.00 sale of remainin rsonal $ 700.00 Refund - MetEd ove ment $ 18.58 Refund of School Taxes on HUD-1 Settlement Statement Line 409 1/21/11-6!30!11 $ 482.06 Refund of Condo Dues on HUD-1 Settlement Statement $ 159.50 Refund of wire fee -Settlement $ 20.00 Total 421,358.80 Income ~ Loss Amt Rcvd Orrstown Bank Acct. #146001708 -Int. on closin acct. $ 0.03 Orrstown Bank Acct. #146001708 -Int. after Dosing acct. $ 0.05 S8~T Financial Brokers a acct. 031513- Dividend - 5/14/10 $ 366.00 S8T Financial Brokera a acct. 031513- Interest - 4116/10 $ 0.05 S&T Finandal Brokera a acct. 031513- Interest - 5/14/10 $ 0.05 S8T Financial Brokera a acct. 031513- Interest - 6/9/10 $ 0.05 S8T Finandal Brokera a acct. #031513 -loss on sale of stock $ 84,347.90 S&T Finandal Brokera a Estate acct. 001484 -Dividend+Interest on close-out $ 351.22 Total (83,830.45) Ex uses Amount Paid To Pay AAA -fee to retire license late $ 2.00 $ 2.00 Carlisle HMA Phisidan Mana ement $ 33.15 $ 33.15 Carlisle HMA Phisician Mana ement $ 29.49 $ 29.49 Charles Finui -reimbursed ex uses for funeral $ 175.28 Giant -food for fami/ $ 23.53 Wine 8 S irits -refreshments for fami/ $ 127,10 travel a uses tum ike tolls $ 24.65 Closi Costs on sale of residence -HUD-1 Line 502 $ 9,007.50 $ 9,007.50 final Water/Sewer -HUD-1 Line 506 $ 36.89 $ 36.89 Resale Certificate -HUD-1 Line 507 $ 150.00 $ 150.00 Real Estate Taxes -HUD-1 Line 510 111111-1/31111 $ 2.09 $ 2.09 Real Estate Taxes -HUD-1 Line 511 1/1/11-1/31111 $ 22.84 $ 22,84 Libra Taxes -HUD-1 Line 513 1/1/11-1/31111 $ 1.71 $ 1,71 Cumberland Law Joumal - le al estate notice $ 75.00 $ 75.00 David Finui -reimbursed for ex nses of funeral $ 2,115,28 AI ine Bevera a -refreshments for fami -reimbursed David $ 98.14 Coal Miners Cafe -funeral dinner -reimbursed David $ 477.28 Giant E le -refreshments for fami/ -reimbursed David $ 197.15 Indian Lake Golf Club -funeral dinner -reimbursed David $ 597.05 David Finui -travel ex ense date of death and too n robate - Slee Inn $ 209.17 Somerset Floral Co. -funeral flowers -reimbursed David $ 159.00 Re inter of Wills - robate fees -reimbursed David $ 377.50 Hazen Elder Law $ 13,800.00 $ ' 13,800.00 Hazen Elder Law -disbursements $ 33.07 $ 33.07 Hoffman Funeral Home $ 12,326.12 $ 12,326.12 Met Ed -electric for house 6110 $ 12.19 . $ 12.19 Met Ed -electric for house 7110 $ 18.49 $ 18.49 Met Ed - 8/10 $ 23.30 $ 23.30 Met Ed - 9110 $ 27.44 $ 27.44 Met Ed - 10/10 $ 13.08 $ 13.08 Met Ed - 11!10 $ 13.33 $ 13.33 Met Ed - 12/10 $ 15.32 $ 15.32 Met Ed - 1/11 $ 49.79 $ 49.79 Neil J. Ickes, CPA - re aration fee for Fiducia tax returns $ 375.00 $ 375.00 PA De t. of Revenue -tax due on 2010 ersonal income tax return $ 11.00 $' 11.00 Penn Natl. Ins. fire ins. - 10/10 $ 172.00 $' 172.00 Pro Mana ement, Inc. - Ma /June '10 association dues $ 152.25 $' 152.25 Pro Mana ement, Inc. -Jul '10 association dues $ 145.00 $' 145.00 Pro Mana ement, Inc. - Au .110 association dues $ 145.00 $' 145.00 Pro a Mana ement, Inc. - Se t. /10 association dues $ 145.00 $' 145.00 Pro Mana ement, Inc. -Oct. /10 association dues $ 145.00 $ 145.00 Pro Mana ement, Inc. -Nov./10 association dues $ 145.00 $' 145.00 Pro a Mana ement, Inc. -Dec. /10 association dues $ 145.00 $' 145.00 Pro Mana ement, Inc. -Jan. /11 association dues $ 145.00 $ ' 145.00 R ister of Wills -additional robate fees $ 100.00 $ 100.00 R ister of Wills - filin fee for Inheritance tax return/Invento $ 30.00 $' 30.00 Robert C. Calms -Tax Collector -real estate taxes $ 1,173.02 $ ' 1,173.02 S8~T Bank -skin acct. fee $ 2.00 $ ' 2.00 SB~W Barrett Real Estate 8 sisal Services - house a sisal fee $ 350.00 $ 350.00 Somerset Coun Memorial Park - ravemarker 1447.50 $ 2,895.00 $ 2,895.00 South Middleton T .Munici al Authori -Water 8 Sewer 6/10 $ 108.30 $ 108.30 South Middleton T .Munici al Authori -Water & Sewer 10/10 $ 108.30 $ 108.30 South Middleton T .Munici al Authori -Water & Sewer 1/11 $ 108.30 $ 108.30 The Sentinnel - le al advertisement $ 219.40 $ 219.40 Tobias Finui - reimb.travel expenses (united Airlines, flirtran, and airport parking) $ 665.20 $ ' 665.20 UGI Utilities - Ma /June '10 $ 52.49 $ 52.49 UGI Utilities -Jul '10 $ 13.63 $ 13.63 UGI Utilities -Oct. '10 $ 13.74 $ 13.74 UGI Utilities -Oct. '10 $ 12.88 $ ' 12.88 UGI Utilities -Nov. '10 $ 16.60 $ ' 16.60 UGI Utilities -Dec. '10 $ 93.04 $ 93.04 UGI Utilities -Jan. '11 $ 67.21 ' $ ' 67.21 UGI Utilities -Feb. '11 final $ 28.61 $ 28.61 Verizon tireless $ 3.29 $ ~ 3.29 Reserve for Final Ex nses $ 1,000.00 $ 1,000.00 Total $ 46,769.63 $ ' 45 769.63 1,000.00 TOTAL PROBATE ASSETS $ 421,358.80 TOTAL INCOME b LOSS $ 83,630.45 LESS TOTAL EXPENSES $ 46,769.63 LESS INHERITANCE TAX $ (16,666.70) Total 274,292.02 Distributions'*' a a Distributions na D stribution Charles Finui $ 106,973.89 David Finui $ 106,973.89 Tobias Finui $ 19,200.44 Briana Finui Hombe er $ 19,200.44 Aaron Finui Nativity of the Blessed Virgin Mary Orthodox Greek Catholic hurch, Jenners, PA $ 19,200.44 $ 2,742.92 Total $ 274,292.02 ' Actual cash disbibution may increase or decrease based on receipt of additional assets orincome, presentation o/ an obkgation, and/or payment or additional expenses. IN WITNESS WHEREOF, we have hereunto set our hands and seals this~~ day of / ~ " ~ ~ , 2011. fitness l~ h les M. Finui Estate of Wilma Finui COMMONWEALTH OF PENNSYLVANIA County of ss: On this the ~ day of /J1p-y 2011, before me, a Notary Public, the undersigned officer, personally appeared Charles M. Finui, ]known to me or satisfactorily proven to be the person whose name is subscribed to the wixhiin instrument, and acknowledged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. Public Notarial Seal Bonnie L. Sholley, Notary P lic', South Middleton Twp., Cumberland ur My Commission Expires Oct 191.2 12 IN WITNESS WHEREOF, we have hereunto set our hands and seals this L~rl day of I~r..~.,. , 2011. fitness Estate of Wilma Finui COMMONWEALTH OF PENNSYLVANIA County of ~''~'~~'~~ ~-~..]L - David A. Finui ss: On this the ~.r.~l day of (~,,,,,.~ 2011, before me, a Notary Public, the undersigned officer, personally appeared David A. Finui, l~nown to me or satisfactorily proven to be the person whose name is subscribed to the wit!hi~ instrument, and acknowledged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. r~ Notary Public pOMMONYVEALTH OF PE IN. YLVANIA Notarial Seal Chrlstlne D. Sondra. Notajry ublic Indiana Bono. kdiana GonuNasion Exphes 1 ,2012 Membx, Permsylvania of Notarlss IN WITNESS WHEREOF, we have hereunto set our hands and seals this ~_ day of ~(~~ ,2011. Witness Estate of Wilma Finui STATE OF COLORADO County of r-- Tobias Finui P ~TAAY Ue~~ ss: ~'~co~OA~tf On this the ~ day of 2011, b~fc~re me, a Notary Public, the undersigned officer, personally appeared Tobias Finui, known to',mje or satisfactorily proven to be the person whose name is subscribed to the within instrument,:.. aid acknowledged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal ,~ N tary is ', __ r ~ l~ r~~~r~ncP, f a9re:~ ~ fG(m~ ly SQ,r~'~~n~n~t a~,Y.~~rrr~;~- ~~ ~ /~ d l ~,/.eQS-~ 1 n ~' ~S ~~~ c~~{~ Gtr i l m ~ ~~ ~vt e, ~~,~p~e d S-~~ IN WITNESS WHEREOF, we have hereunto set our hands and seals this ~~day of 2011. itnes riana Finui Estate of Wilma Finui COMMONWEALTH OF PENNSYLVANIA ss: County of ) On this the ~~ day of _, 2011, bef~re me, a Notary Public, the undersigned officer, personally appear B 'ana Finui, known to r~'e or satisfactorily proven to be the person whose name is subscribed to the within instrument, aid acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. COl~Nw~.Tti of ~xxsnva-wa NOTARIAL SFiAL Kimberly Zera, Notary Public Whitematsh Twp, Montgomery County M cormnission ex ices. Ma O5, 2014 IN WITNESS WHEREOF, we have hereunto set our hands and seals this 3 `~ day of a- , 2011. ,~ `~ i ~~ Witness Estate of Wilma Finui COMMONWEALTH OF PENNSYLVANIA ) ss: County of ~n~ru-~ ) On this the 3 ~ day of ~ 2011, Public, the undersigned officer, personally appeared Aaron Finui, known to proven to be the person whose name is subscribed to the within instrument,l, that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. COMCA07V*1~ A._T}-i OF PEWE"'_:sYLI'ANIA ~(/ F~'?TAF~i,4L SEAL Notary Public MICHAEL J. G',BBONS, Notary Public Royersford Coro., Montgomery County M Commission Ex 7 - __---- --_. __. ~Q14-_ me, a Notary or satisfactorily acknowledged IN WITNESS WHEREOF, we have hereunto set our hands and seals'',this 2ha day of fA~.t , 2011. J Witness ~/ l s~sa,~. 5~,~.1~~ ~t3 a~.~ rJL ~rtc•.~ r Estate of Wilma Finui COMMONWEALTH OF PENNSYLVANIA County of -J-~~~f~nv~- Nativity of the Blessed ~i gin Mary Orthodox Greek Catholic ~hurch i -'~ v~ r~ . ~e 1 esl~..y Authorized Representati the Blessed Virgin Mary Catholic Church (print name) of the Nativity of rthodox Greek ss: On this the '2.~.a day of ~+~-I 2011 Public, the undersigned officer, personally appeared Representative of the Nativity of the Blessed Virgin Mary Orthodox known to me or satisfactorily proven to be the person whose name is subs instrument, and acknowledged that he/she executed the same for the 1~~~ ~~m Notary Public IN WITNESS WHEREOF, I hereunto set my hand and official seal. me, a Notary an authorized atholic Church, to the within contained. Notarial seal Christlne D. Sondra. Notary Indiana Boro, Indiana Co y Commission Expkes Feb. per. Pennsylvania Assodatlo