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Home My WebLink About03-08-12Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF Name of Decedent: Max W Griffie CUMBERLAND Date of Death: 12/09/2010 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: (~X 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. A copy of the Family Settlement Agreement is attached to this report. Date .J .~ 4-- '~.~~ l,..'+ - Q Q _ J u.t • • E~~ --- L ~C : ti _ cf; ~'> - ~ GC 4 ~ - ,_ ~ ~ 4 f ~. _ - :#'__: O ~ ..~~ t ~.._ , ~ ~ F ~ orm RW-'l~7Lv. 70-13-2006 Signature COUNTY, PENNSYLVANIA Capacity: ^ Personal Representative ® Counsel _ Marielle F Hazen, Esq. #68003 Name o/Person F~6ng this Form 2000 Linglestown Road Suite 202 Address Harrisburg, PA 17110 Cdy, State, Zip - 717-540-4332 Telephone - Copyright (c) 2006 form software only The Lackner Group, Inc. File Number: 21-11-0090 1. FAMILY SETTLEMENT AGREEMENT AND FINAL RELEASE IN THE ESTATE OF MAX W. GRIFFIE, DECEASED KNOW ALL MEN BY THESE PRESENTS, that WHEREAS Max W. Griffie, late of Carlisle, Cumberland County, Pennsylvania, deceased, died intestate on December 9, 2010, WHEREAS, Letters of Administration on the estate of decedent were duly issued by the Register of Wills of Cumberland County, and Letters were granted to Linda Frantz, Laurie Holtry and James Griffie, hereinafter called Personal Representatives; WHEREAS, the Personal Representatives have gathered the assets of the estate of the decedent, and the assets consist of real and personal property to a total value of $219,517.75 as set forth in Exhibit A, which is a statement of account of the said Personal Representatives, 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 intestacy laws of the Commonwealth of Pennsylvania; NOW, THEREFORE, KNOW YE, that we, Linda Frantz, Laurie Holtry and James Griffie, being the beneficiaries and heirs of the decedent, and being those persons entitled to inherit under the intestacy laws of the Commonwealth of Pennsylvania, do hereby acknowledge that we have this day had and received from the Personal Representatives, 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 Linda Frantz, Laurie Holtry and James Griffie, their 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 estate to satisfy any and all claims, demands, suits or causes of action which may be successfully prosecuted against the estate or the Personal Representatives after the signing, sealing and delivery of this Family Settlement Agreement and Final Release. ESTATE OF MAX W. GRIFFIE STATEMENT OF ACCOUNT -EXHIBIT "A" " Ag56ts' 'pOD Y~lue Members First Checkin Acct. No. 1397-11 $ 2,544.71 Members First Savin s Acct. No.1397-00 $ 6,302.13 Members First Investment Savin s Acct. No. 1397-05 $ 2,600.46 Ra mond James Annui Acct. No. 48930200 3 kids are beneficiaries $ 24,233.45 Real Pro a located at 4304 Enola Road, Newville, PA 17241 $ 180,000.00 1986 Che S-10 Blazer - 170,479 miles/ oor condition $ 100.00 1990 PI mouth Vo a er Van - 71,493 miles/ oor condition DONATED Refund -Auto Premium $ 83.00 Refund -Homeowners Insurance $ 54.00 Refund -Decedent's Personal Taxes $ 3,600.00 TOTAL $ 219,517.75 Income:. Amouht Rent - Janua 3rd Members 1st $ 650.00 Rent - Februa 1/31/11 $ 650.00 Rent- March $ 650.00 Rent -Farmland Members 1st de osit 1/3/11 $ 240.00 _ Adams Electric Cooperative patrons a check for 2010 (Members 1 st dep. 1/3/11 j ~ $ 82.10 Members First Checkin Acct. No. 1397-11 -Int. 1/3/11 $ 0.21 Members First Checkin Acct. No. 1397-11 -Int. 2/1/11 $ 0.22 Members First Savin s Acct. No.1397-00 -Int. 12/31/10 $ 1,21 Members First Savin s Acct. No.1397-00 -Int. 1/31/11 $ 1.40 Members First Savin s Acct. No.1397-00 -Int. 2/19/11 $ 0.82 Members First Investment Savin s Acct. No. 1397-05 -Int. 12/31/10 $ 0.66 Members First Investment Savin s Acct. No. 1397-05 -Int. 1/31/11 $ 0.95 Members First Investment Savin s Acct. No. 1397-05 -Int. 2/19/11 $ 0.56 Raymond James Annuity Acct. No. 48930200 -LOSS $ (34,47) TOTAL $ 2,243:56 - Ez 'n~9s _ Amount To Pa Cumberland Law Journal . $ 75.00 Ewin Brothers Funeral Home $ 8 989 51 Irwin and McKni ht PC -Pre aration of Pro ert Descri tion for Deed $ 35.00 Thornwald Home - Nursin Home $ 2,473.11 Hazen Elder Law - EA Fees $ 9,800.00 Hazen Elder Law -disbursements $ 49 gg Hazen Elder Law -Medicaid Plannin Fees $ 2,237.39 Real Estate Taxes $ 379.61 Recorder of Deeds $ 63.00 Re ister of Wills -Probate Fees reimbursed Linda $ 300.50 Re ister of Wills - Invento $ 15.00 $ 15.00 Re ister of Wills - Filin fees for PIT $ 15.00 Millenium Pharma reimbursed Linda $ 187.87 Millenium Pharma reimbursed Linda $ 18.57 Travelor's Homeowner's Insurance throw h Ma 2011 reimbursed Linda $ 193.00 The Sentinel $ 230 02 Reserve $ . 25.00 $ 25.00 TOTAL. 25,p8756 !' dl)0~ TOTAL TAXABLE ASSETS 219,517.75 TOTAL INCOME 2,243.66 LESS TOTAL EXPENSES $ 25,087.56 LESS INHERITANCE TAX PAID $ (8,331.63) TOTAL - 188; 2:"22 DOD 12/5%2010 D STRIA t1T1ON .r ; o ea re immary s ima a ma Beneficia James Griffie - 1!3 of the residue Pro Distribution Distribution TOTAL Linda Frantr - 1/3 of the residue $ 60,000.00 $ 2,000.00 $ 780.74 $ 62,780.74 Laurie Holt - 1/3 of the residue $ 60,000.00 $ 2,000.00 $ 780.74 $ 62,780.74 $ 60,000.00 $ 2.000.00 $ 780.74 $ 62,780.74 TOTAL .... $_ x80;000.00 $ 6,000.00 S 2,342.22 ;':' ~.; Actual cash distribution may increase or decrease based on receipt of addrtiona/ assets or income, presentation of an obligation, and/or payment of additional expenses. IN WITNESS WHEREOF, we have hereunto set our hands and seals this ~_ day of ~ , 2011. Witness Estate of Max W. Griffie i ~ mes Griffie COMMONWEALTH OF PENNSYLVANIA County of ~ n,~~~ ss: On this the a(~. day of 2011, before me, a Notary Public, the undersigned officer, personally appeared James Griffie, 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. ~:~ I~ COMMONWi=ALFi-~ Or PENNSYLVANIA NOTARIAL SEAL CARMEN NEWTON, Notary Public S. Middleton Twp., Cumberland County My Commission Expires September 21, 2014 IN WITNESS WHEREOF, we have hereunto set our hands and seals this ~ day of 2011. (~ ~~ -~ a- Witness Lau ' Holtry Estate of Max W. Griffie COMMONWEALTH OF PENNSYLVANIA ) I ss: County of ~y rW~_!I ~,~ ~ ) f ~. On this the ~(~ day of ~ , ~ ~ S~ 2011, before me, a Notary Public, the undersigned officer, personally appeared Laurie Holtry, known to me or satisfactorily proven to be the person whose name is subscribed to 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 seal. Notary. NOTARIAL SEAL CARMEN NEWTON, Notary Public S. Middleton 71~vp., Cumberland County My Commission Expires September 21, 2014 IN WITNESS WHEREOF, we have hereunto set our hands and seals this ~(~ day of v ~ , 2011. 6~~ Witness ~~ Li da Frantz ~ Estate of Max W. Griffie COMMONWEALTH OF PENNSYLVANIA County of U ss: On this the ~~ day of 2011, before me, a Notary Public, the undersigned officer, personally appeared Linda Frantz, known to me or satisfactorily proven to be the person whose name is subscribed to 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 seal. Notary' Pui;'.; ISNW~t~t-Ti•-i i~E ~ENNS1rLVANIA .sra NOTARIAL SEAL CARMEN NEWTON, Notary Public S. Middleton Twp., Cumberland County My Commission Expires September 21, 2014