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HomeMy WebLinkAbout03-07-12 (2)RECEIPT AND RELEASE WHEREAS, Anna Ellen Page a/k/a Anna E. Page, late of Lower Allen Township, County of Cumberland and Commonwealth of Pennsylvania, died on February 18, 2011, having first made her mast Will and Testament in writing probated before the Register ~f Wills of said Cumberland County on February 28, 20:11, and getters Testamentary were issued on the same date tc Charles H. Page, Jr., 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 Acccunt attached hereto, and intends t:o 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 Joan LAW OFFICES SNELBAKER BC BRENNEMAN, P.C. . Stare, Charles H. Page, Jr., Ronald E. Page and Nancy J. Brown, being the principal legatees and distributees named in the ill of said Decedent and the persons entitled to share in the `~? ~ -,-: esiduary distribution of the Estate of said Decede~t~~~ do h~reby~ declare and say that we, and each of us, have examinQ?~~he'j`' -; ~ _~ :,-; _~ _- - _; C .~ c _... - _ --7 ._i.7 r-.? - .'ri 't ~ "1 . , - "~ 7 C~. attached Account and Statement of 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 Charles H. Page, Jr., Executor of the Estate of Anna Ellen Page a/k/a Anna E. Page, 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 Anna Ellen Page a/k/a Anna E~. Page, Deceased. NOW, THEREFORE, we, and each of us, the said Joan V. Stare, ~harles H. Page, Jr., Ronald E. Page and Nancy J. Brown do by these presents, remise, release, quit-claim and forever discharge the said Charles H. Page, Jr., his heirs, executors anal 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 season thereof, or of any act, matter, cause or thing whatsoever, =rom the beginning of the world to the day and date of these presents. LAW OFFICES SNELBAKER EC L' BRENNEMAN. P.C. 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 t;he Executor, as shown by said Account, distributed by th~~ 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 mati~er 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 ~~ 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~ ithout the aid of such Court of Common Pleas - Orphans' Court Division, that we, and each of us, the said Joan V. Stare, harles H. Page, Jr., Ronald E. Page and Nancy J. Brown 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 ~s may be necessary to pay such debts or demands. LAW OFFICES SNELHAKER SC 3 BRENNEMAN. P.C. IN WITNESS WHEREOF, we have hereunto set our hands and seals this day of 2012. WITNESSED BY: ~''' ~, ,,~ ~ -~~^,~ ~" ,~ ~ / ~~ ,.~~~ ~ l~ ~" _ ~ .~~ ~ ~ ,-. f~ ~ ~_ ~.~' ~_.(_.SEAL ) J/ n V. Stare a f ' ~~G2s ' .~ SEAL -~' ~ ~ ~ ( ) Charles H. Page, J.r ~=°-~i~-~s-~~-~1....~ ~ ~~ (SEA-~ ) Ronald E. Page L r !~ '~ ~~~i(S EAL ) an y J. r~ LAW OFFICES SNELBAKER SC BRENNEMAN, F.C. (COMMONWEALTH OF PENNSYLVANIA) SS. COUNTY OF CUMBERLAND) On this the ~~y~ day of -~E'~~~ny~,,-..- 2012, before me, a Notary Public in and for said State and/County, the undersigned officer, personally appeared Joan V. Stare 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 of=ficial seal.. Notary Public ~+oNwF~n~ of ~vs~.v~wra _ rwearial sea ~~ Mr canrrwes~on ,~;. LAW OFFICES SNELBAKER F3C rJ BRENNEMAN, P.C. COMMONWEALTH OF PENNSYLVANIA ) SS. COUNTY OF CUMBERLAND ) On this thq~o day of ~eb-'L~,c('~~,-~ 2012, before me, a Notary Public in and for said State and County, the undersigned officer, personally appeared Charles H. Page, 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.. -. ^~~ ~. ~ i Notary Public QOMMONWEALTII OF PENNSYLYAIVIA Notarial Seal Sandra K Showers, Notary PubNc ~y Boro, CumberiaRd County My GDmnN6~lon Expkes Nov. 22, 2015 MHMBER, PENpSYWA1W ASSOQATION OF NOT LAW OFFICES SNELBAKER SC 6 BRENNF_MAN, P.C. COMMONWEALTH OF PENNSYLVANIA ) - SS. COUNTY OF CUMBERLAND ) On this the ~ ~ }- day of ~~~'tK-G~-~ 2012, before me, a Notary Public in and for said State and County, the undersigned officer, personally appeared Ronald E. Page 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 of=ficial I seal. Notary Public QOMMONWEALTH OF PEN_NSYLW4NIA NotBt'lal Seal Sandra K. 5howera, Notary Public ~q 9oru, Gxnberlantl CAUMY CAmtnbMr~~ Nw. ~2, 2015 OF NOT LAW OFFICES SNELBAKER & 7 BRENNEMAN, F.C. COMMONWEALTH OF PENNSYLVANIA) SS. COUNTY OF CUMBERLAND) On this the ~17~1 day of ~~~~~~o ~ ~/ 2012, before me, a Notary Public in and for said State and County, the undersigned officer, personally appeared Nancy J. Brown known to me (or satisfactorily proven) to be the person whose name is subscribed to t:he within instrument and acknowledged that she executed the same for the parposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and of-ficial seal.. vv lam- ~ -- Notary Public ~OMh10NWEALTH VlWIA Noterlel Seel Sandra K. SFwaver~c, Notary Public Me~enlcgwrp 19oro, Cumbc+iar~d M1' Canml.~ebn Nov. 22, R noN of Nor LAW OFFICES SNELBAKER SC 8 BRENNEMAN, P.C. ESTATE NO. 21-11-0271 FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED DISTRIBUTION OF AND BY CHARLES H. PAGE, JR., EXECUTOR OF THE ESTATE AND UNDER THE LAST WILL AND TESTAMENT OF ANNA ELLEN PAGE A/IVA ANNA E. PAGE, DECEASED, LATE OF LOWER ALLEN TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA harles H. Page, Jr., Executor as aforesaid and Accountant herein, avers as follows: DATE OF DECEDENT'S DEATH: February 18, 2011 DATE LETTERS TESTAMENTARY ISSUED: February 28, 2011 DATES EXECUTRIX NOTICE ADVERTISED: Cumberland Law Journal March 25, April 1, 8, 2011 The Sentinel March 25, April 1, 8, 2011 FIRST AND FINAL ACCOUNT PERSONALTY -PRINCIPAL ACCOUNT DEBITS LAW OFFICES SNELBAKER SC BRENNEMAN, P.C. 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. MetLife, 23 shares of common stock valued at $47.56 per share 2. Belco Community Credit Union, savings account #121130-S1 3. Belco Community Credit Union, money market account #121130-S14 4. Belco Community Credit Union, certificate of deposit #121130-66936 5. Belco Community Credit Union, certificate of deposit #121130-64601 6. Bequest of China Dishes to Pauline Page under codicil dated 2/23/2000 7. Bequest of Diamond Ring to Nancy Brown under codicil dated 2/23/2000 8. Cash found in decedent's possession 9. Erie Insurance, refund on renters insurance 10. Gift cards belonging to the decedent as follows: Cracker Barrel, Subway, McDonalds, Red Lobster, Wendy's and Boscovs 11. Proceeds from household goods sold at auction 12. Household items retained by family 13. Sovereign Bank, checking account #1681720795 14. Sovereign Bank, savings account #1684008590 15. TV Guide, subscription refund due the decedent 16. Commonwealth of Pennsylvania, Inheritance Tax refund 17. Patriot News, refund for daily and Sunday newspaper 18. Pennsylvania State Employee Retirement System, pension payment TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, DEBITS: $ 1, 093.88 4,226.13 30,174.95 23, 673.47 13,359.96 325.00 250.00 630.26 44.00 92.83 672.00 475.00 10,189.64 439.70 7.72 6.58 88.50 336.73 $ 86,086.35 Page 1 ~i PERSONALTY -PRINCIPAL ACCOUNT CREDITS LAW OFFICES SNELBAKER SC BRENNF_MAN, P. C.. he Accountant claims credit for the payment of the following items from Decedent's Personalty Account: 1. Distribution of Bequest per Codicil dated 2/23/2000 as follows: a. Nancy J. Brown, Diamond ring 250.00 b. Pauline Page, China Dishes 325.00 2. Shiremanstown United Methodist Church, funeral luncheon $ 3. Belco Credit Union, check charge 4. Bonnie Miller, Tax Collector, personal assessment tax 5. Verizon, final phone bill 6. Weis Pharmacy, prescription expenses 7. State Employee Retirement System, return overpayment 8. Sovereign Bank, fee to obtain date of death balances 9. Malpezzi Funeral Home, funeral services 10. Bethany Towers, cleaning services and extra time to vacate 11. Advance Distributions as follows: a. Joan V. Stare 258.08 b. Nancy J. Brown 258.08 c. Ronald E. Page 258.08 d. Charles H. Page, Jr. 258.08 12. Gingrich Memorials, inscription on marker and base 13. Register of Wills, Agent, estimated Inheritance Tax payment 14. Register of Wills, filing fee for Inheritance Tax return 15. Register of Wills, Agent, Inheritance Tax payment 16. Register of Wills, additional probate fee 17. Nancy J. Brown, credit for Patriot-News Sunday edition 18. MetLife, loss on sale of stock 19. Rowe's Auction Service, fees 20. Spirit Physicians Services, medical services, check written prior to death from Sovereign Bank account 21. Belco Credit Union, payoff visa credit card via deduction from savings account 22. Belco Credit Union, service charge on estate savings account 23. Snelbaker & Brenneman, P.C., attorney services 24. Snelbaker & Brenneman, P.C., costs advanced: a. Cumberland Law Journal, advertising Executor's Notice 75.00 b. The Sentinel, advertising Executor's Notice 219.40 c. Register of Wills, probate fee 153.50 25. Register of Wills, filing fee for Inventory and Receipt & Release TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, CREDITS: 575.00 100.00 12.00 9.80 7.01 23.00 134.69 20.00 7,670.37 108.24 1, 032.32 1,440.00 2, 500.00 15.00 641.04 120.00 12.00 61.53 35.00 93.00 60.00 2.00 2,127.50 447.90 20.00 $ 17,267.40 Page 2 PERSONALTY -INCOME ACCOUNT DEBITS ie Accountant charges himself with the receipt of the following income from the investment of Personalty Principal: 1. Met-Life, dividend check 2. Belco Credit Union, estate account, interest 3. Belco Credit Union, estate account, interest 4. Sovereign Bank, loss of accrued interest on savings account 5. Sovereign Bank, checking account, interest 6. Belco Credit Union, savings account, interest TOTAL, PERSONALTY, INCOME ACCOUNT, DEBITS: PERSONALTY -INCOME ACCOUNT CREDITS Accountant claims credit for the payment of the following items from the Personalty Principal Account: TOTAL, PERSONALTY, INCOME ACCOUNT, CREDITS: REAL ESTATE -PRINCIPAL ACCOUNT DEBITS Accountant charges himself with the receipt of Decedent's Real Estate as follows: TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, DEBITS: REAL ESTATE -PRINCIPAL ACCOUNT CREDITS e Accountant claims credit for the payment of the following items from Real Estate Principal Account: TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, CREDITS: REAL ESTATE -INCOME ACCOUNT DEBITS he Accountant charges himself with the receipt of the income from the investment of Real Estate Principal Account: TOTAL, REAL ESTATE, INCOME ACCOUNT, DEBITS: REAL ESTATE -INCOME ACCOUNT CREDITS LAW OFFICES SNELBAKER L3C BRENNEMAN, P.C. he Accountant claims credit for the payment of the following items from the Real Estate Income Account: TOTAL, REAL ESTATE, INCOME ACCOUNT, CREDITS: $ 17.02 76.99 1.85 -0.05 0.07 1.00 $ 96.88 $ NONE $ NONE $ NnNF ~ NUNt $ NONE $ NONE $ NONE $ NONE $ Nr~NF ~ NVNt Page 3 RECAPITULATION PRINCIPAL ACCOUNT: Debits Credits Balance INCOME ACCOUNT: Debits Credits Balance TOTAL PERSONALTY :STATE: PRINCIPAL ACCOUNT: Debits Credits Balance INCOME ACCOUNT: Debits Credits Balance TOTAL REAL ESTATE: $ 86,086.35 $ 17,267.40 $ 68,818.95 $ 96.88 $ NONE $ 96.88 $ 68, 915.83 $ NONE $ NONE $ NONE $ NONE $ NONE $ 68,915.83 LAW OFFICES SNELBAKER SC BRENNEMAN, P.C. Page 4 LAW OFFICES JNELBAKER SC BRENNEMAN, P.C. STATEMENT OF PROPOSED DISTRIBUTION Charles H. Page, Jr., Executor and Accountant herein, proposes to tribute the balance of the Estate of Anna Ellen Page a/k/a Anna E. Page, 'ceased, to wit: $ 68,915.83 in accordance with the Last Will and Testament said Decedent as follows: Joan V. Stare 25% of residue as per Item Third of Will Household goods retained In-Kind Cash Charles H. Page, Jr. 25% of residue as per Item Third of Will Household goods retained In-Kind Gift cards as listed, retained In-Kind Cash 1 Ronald E. Page 25% of residue as per Item Third of Will Cash 1 Nancy J. Brown 25% of residue as per Item Third of Will Cash 1 TAL FOR DISTRIBUTION: 17,228.96 300.00 6,928.96 17,228.96 175.00 92.83 6, 961.13 17, 228.96 7, 228.96 17,228.95 7,228.95 1 68, 915.83 Page 5 COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF CUMBERLAND Charles H. Page, Jr., 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 Anna Ellen Page a/k/a Anna E. Page, 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. _. Charles H. Pag r. Executor and Accountant Sworn to and subscribed before me thisc~n~~ day of ~--P-bRt,~c. 2012 Notary Public ~IONWEALTH OF PENNSYLVlWIA r~lotarlBl Seel Ssnd~°7 K. Showers, Notary PubNt M~dlBnicsburg Bono, Cumbertend CourKy My ConurNSSlon Expkes Nov. 22, 2015 Ne~aFR, awu- assocr~noN of rar LAW OFFICES SNELBAKER SC BRENNF_MAN, P.C. Page 6