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Home My WebLink About04-20-12Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF Name of Decedent: Edward A. Hallett CUMBERLAND COUNTY, PENNSYLVANIA Date of Death: 01/01/2011 File Number: 21-11-0106 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: 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? b. The separate Orphans' Court No. (if any) for the personal representative's account is: ® Yes ^ No ^ Yes ® No 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 attached to this report. Date ` 1 1 ~D t~ . ,`~ ts.. V c•~ ~ .~ tom. - - ..._ ~ c-. n.- -- ~ _.._ _~t .. _ .A~, _ _, rx p ~U)._ - -- Cv w -=~ __ T ~'~ ~~ T -_ ~11~ ~ ` ~ :-.~ L~... t1 t'r'y C~ ! ' ~ .~:-.~ is ~: LY_ __ U c-, Form RW-10 Rey. ~o-~3-zoos Marielle F Hazen, Esq. #68003 Name of Person Filing this Form 2000 Linglestown Road Suite 202 Address Harrisburg, PA 17110 Crty, State, Zip 717-540-4332 Telephone Copyright (c) 2006 form software only The Lackner Group, Inc `I~ Capacity: ^ Personal Representative ® Counsel FAMILY SETTLEMENT AGREEMENT AND FINAL RELEASE IN THE ESTATE OF EDWARD A. HALLETT, a/k/a: COL EDWARD A. HALLETT, DECEASED KNOW ALL MEN BY THESE PRESENTS, that WHEREAS Edward A. Hallett, a/k/a Col. Edward A. Hallett, late of Cumberland County, Pennsylvania, deceased, died. testate on January 1, 2011, having first made his Last Will and Testament, which was duly executed on January 29, 2009, and is duly recorded in Cumberland County Courthouse, Register of Wills, File No. 21-11-0 l 06; WHEREAS, Edward A. Hallett, a/k/a Col. Edward A. Hallett, by the aforesaid Last Will and Testament, named Thomas A. Hallett as Executor of his 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 Thomas A. Hallett on January 24, 2011, 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 $557,814.06 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, Mary E. Curtis, David G. Hallett, E. Kirk Hallett, Elizabeth Hallett, Mark J. Hallett, Thomas A. Hallett, Susan E. Heisler and Karen A. Yingling, 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, Thomas A. Hallett, 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 01/01/2011 ESTATE OF EDWARD A. HALLETT STATEMENT OF ACCOUNT -EXHIBIT "A" s 1~alue Ameri rise -IRA -Mutual Fund Act. #010145515879002 benef. children $ 13,826.96 Ameri rise -IRA -Mutual Fund Act. #012535594639002 benef. children $ 3,085.67 Ameri rise -Annui Act. #930073783035004 P/O $415.99 moth) $ 17,641.53 Ameri rise -Trust Act. #010146031546002 benef. children $ 110,489.08 Amer rise Irrevocable Trust /PNC Financial-Act. #000453371445021 benef. children $ 27,900.60 Bank of America CD Act. #681 001 01119593 $ 12,255.07 Bank of America CD Act. #681 001 01119601 $ 12,473.50 Bank of America CD Act. #681 001 0111 9619 $ 12,685.21 Bank of America CD Act. #10111 9627 $ 12,898.60 Bank of America MM Act. #0005 7145 2200 $ 39,515.97 Members 1st FCU Ckin .Act. #7403 - 0011 $ 86.14 Members 1st FCU Savin s Act. #7403 - 0000 $ 82.12 Members 1st FCU Life Savin s Act. #7403-0004 $ 2,029.76 Members 1st FCU life insurance a ment & balance of savin s acct. $5.00 $ 2,007.45 MetLife Fixed Annui - Benef. children $ 72,936.39 Penta on FCU MM Act. #4382161-03-4 $ 60,285.22 Penta on FCU R .Share Act. #3126667-01-7 $ 8.60 Personal -various feces of anti ue Ja anese furniture/art $ 1,345.00 PNC Bank skin .Act. #51-4002-5966 $ 85,452.39 PNC Bank MM. Act. #50-8059-2917 $ 49,719.56 USAA IntemaGonal Fund Act. #52900635409 455.292 shares 24.42 $ 11,118.23 Refund - Tricare $ 48.53 Refund -Verizon credit balance for Feb. $ 16.38 Refund -Verizon credit balance for Mar. $ 148.00 Refund - USAA auto insurance remium $ 142.85 Refund from PenFed of check aid for credit card balancelauto mt. Made from MM $ 235.10 Refund - USAA renter's olic remium $ 6.57 Refund - USAA subscriber account $ 1,190.51 Refund - PA 2010 Income Tax - ove a ment $ 215.20 Ameri rise Financial -AMP a out De osit to PNC 1/5/11 $ 415.99 DFAS De osit to PNC 113/11 $ 3,617.60 DFAS De sit to PNC 2/1/11 $ 3,617.60 De osit reversed 2/1/11 $ 3,617.60 Civil Service Pension De sit to PNC 1/3/11 $ 2,484.00 Civil Service Pension De sit to PNC 2/1/11 $ 2,484.00 De osit reversed 2/1/11 $ 2,484.00 USAA -senior bonus distribution $ 132.28 Social Securi De sit to PNC 1/3/11 $ 1,308.00 Total $ 557,814.08 Income Amount Bank of America CD Act. #681 001 01119593 -Int. on closin acct. $ 15.42 Bank of America CD Act. #681 001 01119601 -Int. on closin acct. $ 19.18 Bank of America CD Act. #681 001 0111 9619 -Int. on closin acct. $ 26.60 Bank of America CD Act. #10111 9627 -Int. on closin acct. $ 107.37 Bank of America MM Acct. # - - - 2200 Int. 1/18/11 .83 accrued int. included in DOD value $ 1.37 Bank of America MM Acct. # - - - 2200 Int. 2/14/11 $ 2.05 Bank of America MM Acct. # - - - 2200 Int. 3/18/11 $ 2.43 Bank of America MM Acct. # - - - 2200 Int. 4/15/11 $ 2.05 M&T Bank Estate Mone Market Acct. #15004224382363 Int. 7/11 $ 195.42 M&T Bank Estate Mone Market Acct. #15004224382363 Int. 8/11 $ 189.27 M8T Bank Estate Mone Market Acct. #15004224382363 Int. 9/11 $ 202.15 M&T Bank Estate Mone Market Acct. #15004224382363 Int. Members 1st FCU Savin s Act. #7403 - 0000 -Div. 1/11 $ 0.45 Members 1st FCU Life Savin s Act. #7403-0004 -Div 1/11 $ 0.11 Penta on FCU MM Act. #4282161 03 4 - 1/19!11 Div $ 1.58 Penta on FCU MM Act. #4282161 03 4 - 2/19/11 Div $ 1.54 Penta on FCU MM Act. #4282161 03 4 - 3/16/11 Div $ 1.18 PNC Acct. # ----5966 Int. 1/6/11 3.01 accrued int. included in DOD value $ 0.74 PNC Acct. # ----5966 Int. 2/4/11 $ 3.71 PNC Acct. # ----2917 Int. 1/6/11 10.21 accrued int. included in DOD value $ 2.45 PNC Acct. # ----2917 Int. 214/11 $ 11,85 nternatlona un Ct. (increase on 455.292 shares @ selling price25.3 $ 432.53 Total $ 1,219.45 ' ~ ~< ", •~.~ ~=~~t f 'P To Be Paid Bank of America -research verification fee -DOD value $ 20.00 $ 20.00 Cumberland Law Journal -estate notice $ 75.00 $ 75.00 Count Meadows - livin uarters $ 1,019.89 $ 1,019.89 Darren Barbacci DPM $ 7.99 $ 7.99 Donor EFT Crs - PNC 1/19/11 $ 10.00 $ 10.00 Hazen Elder Law $ 13,800.00 $ 6,900.00 $ 6,900.00 Hazen Elder Law -disbursements $ 79.76 $ 79.76 Herita a Foundation -PNC 1/19/11 $ 5.00 $ 5.00 PA De t. of Revenue - 2010 state income tax aid $ 40.00 $ 40.00 Parthemore Funeral Home $ 11,291.62 $ 11,291.62 Paul Predmore, CPA - re fees for 2010 ersonal income tax returns $ 125.00 $ 125.00 Penfed Credit Union - MOAA credit card aid twice - from Estate & PenFed MM acct. $ 235.10 $ 235.10 Penfed Credit Union - MOAA credit card see note above $ 235.10 $ 235.10 Re ister of Wills -Probate Filin Fees -reimbursed Thomas $ 377.50 $ 377.50 Re ister of Wills - filin fees for inheritance tax return and invento $ 30.00 $ 30.00 Re ister of Wills -additional robate fees $ 50.00 $ 50.00 The Sentinel -estate notice $ 230.02 $ 230.02 Theo's Restaurant -Funeral Dinner -reimbursed Thomas $ 2,554.00 $ 2,554.00 US Treasu - 2010 Federal Income tax aid $ 1,672.00 $ 1,672.00 Verizon $ 148.00 $ 148.00 West Shore EMS $ 122.75 $ 122.75 Voided checks - 1008 Reserve for final settlement $ 20,000.00 $ 20,000.00 Total 52,128.73 25148.97 S 26,979.76 TOTAL ASSETS and INCOME $ 559,033.51 LESS TOTAL EXPENSES PAID $ 25,148.97 LESS INHERITANCE TAX PAID $ 22,068.57 TOTAL $ 511815.97 LESS IN KIND DISTRIBUTIONS TO BENEFICIARIES' $ 247,225.23 TOTAL $ 264,590.74 LESS EXPENSES TO BE PAID $ 26,979.76 TOTAL 237,610.98 r)ISTRIRIITIAN C!_LIPIII II F* ,~ ~,,,,£ k~:~ yk t - ~~ ~i~` ,~+, • s ~ ~~ .»: .~~;~- Ina distribution Ma E Curtis $ 29,701.38 David G. Hallett $ 29,701.37 E. Kirk Hallett $ 29,701.37 Elizabeth Hallett inGudes value of furniture received $ 29,701.37 Mark J. Hallett $ 29,701.37 Thomas A. Hallett $ 29,701.38 Susan E. Heisler $ 29,701.37 Karen A. Yin lin $ 29,701.37 TOTAL 237,610.98 :4ctua! cash distribution may increase or decrease based on interest accrued, presentation of an obligation, and/or payment of additional expenses. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~~ day of e~~-~,~e~ , 201.1. Witness MARY E. CU IS Estate of Edward A. Hallett, a/k/a Col. Edward A. Hallett COMMONWEALTH OF PENNSYLVANIA ) ss: County of ~,~~~ ) On this the ~_ day of ~~~,~ 2011, before me, a Notary Public, the undersigned officer, personally appeared MARY E. CURTIS, known to me or satisfactorily proven to be the person whose name is subscribed to the within instrument, and acknowledged that she/he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. COMMONWEALTH O~ PENNSYLVANIA Notarial Seal Cynthia A. Long, Notary Public City of Harrisburg, Dauphin County My Commission Expires Jan. 20, 2014 Member, Pennsylvania Assodation of Notaries ~~ ~ , o Notary Public IN WITNESS WHEREOF, I have hereunto set my hand and seal this /~~h day of ~' , 2011. /~l~~ ... Witness Estate of Edward A. Hallett, au`k/a Col. Edward A. Haliett STATE OF MARYLAND ) ss: County of ;~~,~ ~-<.~-~,~,2_ ) On this the ~~' day of U~.~~, 2011, before me, a Notary Public, the undersigned officer, personally appeared SUSAN E. HEISLER, known to me or satisfactorily proven to be the person whose name is subscribed to the within instrument, and acknowledged that she/he executed the same for the purposes therein contained. 1N WITNESS WHEREOF, I hereunto set my hand and official seal. Notary Public ,,~ G~~c7wrr~ a-.~.T-'tea ..ct~-t.._~ IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~ 1}`` day of ---~~3 ~~ ~' , 2011. L~~~~~~ ~ ~~' } Witness E. KIRK HALLETT Estate of Edward A. Hallett, a/k/a Col. Edward A. Hallett COMMONWEALTH OF PENNSYLVANIA ) ss: County of ~ ~ ; ,,.~ ) On this the ~~ x'` day of (~~~, ~je,r-- 2011, before me, a Notary Public, the undersigned officer, personally appeared E. KIRK HALLETT, known to me or satisfactorily proven to be the person whose name is subscribed to the within instrument, and acknowledged that she/he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. N ary ublic COMMONWEAL'T11 OF PENNSYLVANIA Noland) Sesl ]oshw ]. limbers, Notary PubNc qly of Harrisburg, Dauphin Cour-ty ply Comnrisslon Ekes Abv. 6, 2013 Member. Pennsidvanta 4~g~rf-~~-- .- ^anrrnes ~~ ~ ~~~~~ ~ ~`~~ ITT IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~~ " " I ay of 2011. r., -, itne THOMAS A. HALLE T Estate of Edward A. Hallett, a/k/a Col. Edward A. Hallett COMMONWEALTH OF PENNSYLVANIA ) ss: County of ~M~~, ~~, ~ ) On this the ~~ day of l /G~,, fj~ ~ 2011, before me, a Notary Public, the undersigned officer, personally appeared THOMAS A. HALLETT, known to me or satisfactorily proven to be the person whose name is subscribed to the within instrument, and acknowledged that she/he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. Common Wealth of PA ., NOTARIAL SEAL ,~// ,~j~~~ `" ~~~%~ Parvin M. Mehrtash, Notary Public ~GZ ~"'~ ~ ( / - /ham/ yam' Upper Allen Twp., Cumberland County Notary Public M Commission Expires March O6, 2012 IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~`~"'~`` day of ~~-~~ ~~ , 2011. Witness ELIZA H HALLETT Estate of Edward A. Hallett, a/k/a Col. Edward A. Hallett COMMONWEALTH OF PENNSYLVANIA ) ss: County of _11~,~,~h ~ ~ ) On this theme? day of ~~~~,{ ~~,~ 2011, before me, a Notary Public, the undersigned officer, personally appeared ELIZABETH HALLETT, known to me or satisfactorily proven to be the person whose name is subscribed to the within instrument, and acknowledged that she/he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. ti Notary Public COMMONWEALTH OF PENNSriVANIA Notarial Seal Diana T. Berry, Notary public City of HaMsburg, Dauphin County My Commission Expires Dec 16, 2013 Member, Pennsylvania Assodatlon of NotaHes /1 WITNESS WHEREOF, I have hereunto set my hand and seal this / T day of ~ ~~ ~ , 2011. t SS r ~- A K J. H T Estate of Edward A. Hallett, a/k/a Col. Edward A. Hallett COMMONWEALTH OF PENNSYLVANIA ) ss: County of `t~ ) On this the (yam day of Ve~¢~~2, 2011, before me, a Notary Public, the undersigned officer, personally appeared MARK J. HALLETT, known to me or satisfactorily proven to be the person whose name is subscribed to the within instrument, and acknowledged that she/he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. Notary blic COMMONWEALTH OF PENNSYLVANIA NOTARIAL SEAL MARYANN C. GARBARINO, NOTARY PUBLIC SILVER SPRING TWP., CUMBERLAND COUNTY MY COMMISSION EXPIRES DECEMBER 13, 2012 IN WITNESS WHEREOF, I have hereunto set my hand and seal this ; `~f~day of /C_ d'o 1~.~ , 2011. i Witness DAVID G. HALLETT Estate of Edward A. Hallett, a/k/a Col. Edward A. Hallett COMMONWEALTH OF PENNSYLVANIA ) /~ ` ) ss: County of ~~,~. ~.,,, DQr /q,~.~v/ ) On this the -' ~- day of ~~ l~o ~~ j.- 2011, before me, a Notary Public, the undersigned officer, personally appeared DAVID G. HALLETT, known to me or satisfactorily proven to be the person whose name is subscribed to the within instrument, and acknowledged that she/he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. f Common Wea of P / a „-..- ~ / / P ~ 1 NOTARIAL SEAL Parvin M. Mehrtash, No Notary Public UpPerAllen Twp., Cumber Public M Commissbn Fac ices Marcry pg Zp 2 IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~ day of G~d~al-- , 2011. Witness KAREN A Estate of Edward A. Hallett, a/k/a Col. Edward A. Hallett COMMONWEALTH OF PENNSYLVANIA ) ` ) ss: County of ) On this the (~( day of ~ c~a ~ 2011, before me, a Notary Public, the undersigned officer, personally appeared KAREN A. YINGLING, known to me or satisfactorily proven to be the person whose name is subscribed to the within instrument, and acknowledged that sheltie executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. `p ~ caJ Notary Public NOTARIAL SEAL CORiNNE EGGERS YYOOOHOUSE Nogry Rubtic SUSWlEHANNA TYYP., OAlJPHIN COtINTIr Nly ConwMstioe Expko: Aup 10, 2015