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Home My WebLink About05-18-12Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: Margaret M. Burkett Date of Death: 02/11/2011 File Number: 21-11-0245 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 the Settlement Agreement and Final Release is attached to this report. Date ~ L ~ ~ Z ~ ~ ,.3 ~-- t,., ~-~ ~.-, Q ~~ ~ :.:_ _ _ ~ ,-. _~ > ._, -- __ C_:.~ cry ~' < ~-- - u_: `~ t~ U Form RW-10 Rev ~o-rs-loos Signature o~~rsifn Filing this Form Capacity: ^ Personal Representative ® Counsel _ Marielle F Hazen, Esq. #68003 Name o(Person Frlmg 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 ~) SETTLEMENT AGREEMENT AND FINAL RELEASE IN THE ESTATE OF MARGARET M. BURKETT, DECEASED KNOW ALL MEN BY THESE PRESENTS, that WHEREAS Margaret M. Burkett, late of Lower Allen Township, Cumberland County, Pennsylvania, deceased, died testate on February 11, 201 1, having first made her Last Will and Testament, which was duly executed on September 23, 2008 and is duly recorded in Cumberland County Courthouse, Register of Wills, File No. 21-11-0245; WHEREAS, Margaret M. Burkett, by the aforesaid Last Will and Testament, named Deborah Troutman as Executrix 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 Deborah Troutman on February 23, 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 $146,931.35 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, Marylyn Eberley, Stephanie Troutman, Deborah Troutman and Clarence Burkett, 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, Deborah Troutman, her heirs, executors, administrators, successors 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 Settlement Agreement and Final Release. _ PM FP,CMr 3T.i". E1:k: r !?awe E_~e: ~av T^ ~- ?J: _ f r -i5gf~ PAGE: ~~~4 GF ~D6 IN WITNESS w'HEIiI;OF, we have hereunto set our hands and seals this ~~day of ~~., 2fl12. ~tness ~~ ~'~C`~ Maryl}m barley, Specific Bequest Beneficiary of the Estate of Margaret M. Burkett a~~,,. ~~ ~. IN WITNESS WHEREOF, we have hereunto set our hands and seals this ~ day of 2012. ~c~o~~ Witness i phanie Troutman, Beneficiary of the Estate of Margaret M. Burkett COMMONWEALTH OF PENNSYLVANIA County of ss: On this the ~_ day of l~ , 2012, before me, a Notary Public, the undersigned officer, personally appeared Stephanie Troutman, 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. ~_~~ ~ ~~ ~ G~ ~, Notary Public NOTARIAL SEAL CORINNE EGGERS ~OHOUSE SUSQUEHANNA T~Wp, N C01~111/ ~h ComrN~sN~ EN~m ~i 15.2015 IN WITNESS WHEREOF, we have hereunto set our hands and seals this ~ day of '~' , 2012. ~~ ~ ~~ ~ ~s ~ r(~ Witness J ` Clarence Burkett, Beneficiary of the Estate of Margaret M. Burkett COMMONWEALTH OF PENNSYLVANIA County of Dauphin ss: On this the ~ day of ~ , 2012, before me, a Notary Public, the undersigned officer, personally appeared Clarence Burkett, 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 ~ CORIMNE E ~flll E onrnis~~~ COtMItY Expires My H, 29fS (~~ ~~ IN WITNESS WHEREOF, we have hereunto set our hands and seals this 1 day of a- , 2012. Witness De ah Troutman, Beneficiary of the Estate of Margaret M. Burkett COMMONWEALTH OF PENNSYLVANIA County of Dauphin ss: On this the ~ day of V~A , 2012, before me, a Notary Public, the undersigned officer, personally appeared Deborah Troutman, 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 Public NOTA11iAl SEAL CORNrNE EBtAFl1S 1IMOOONOIME SilSaUEHANNATlIAA OlMlMMM COINf'f Y . M~- Co~nl=Noa Ems: AYO 10.2013 ESTATE OF MARGARET M. BURKETT ACCOUNT -EXHIBIT "A" DOD 2/11/2011 Assets Fideli & Guaran Life Ins. Co. - aid funeral Real Pro - 8 Ne nsit Lane, Cam Hill, PA 17011 seller roceeds received from sal f h $ $ D D slue 11 112 01 125,000.00 $ $ Taxable Amt 11 112 01 125,000.00 $ $ Amt Rcv'd 11 112 01 106,151.78 e o ouse funds in escrow with Hazen Elder Law for Inh Tax $ 109.44 . PNC Bank Checkin Acct No 5005710653 $ 5,500.00 . . PNC Certificate of De osit No 31900338569 $ 3,165.83 $3,165.83 $ 3,147.84 . Belco CCU Acct. No. 503920 't w/ Clarence s s $ 1,019.51 $1,019.51 $ 1,019.51 . , u e Refund -funds received after terminati d t $ 4,755.16 on a e -United Healthcare Svs. Inc. Personal Pro - Rowe's auction Service after ex $ 32.70 $ 32.70 $ 32.70 nses Cash received for Receiver $ 368.73 $ 368.73 $ 368.73 Real Pro sale - Co. Taxes HUD-1 Line 407 8/2/11-1/1/12 $ 25.00 $ 25.00 $ 25.00 , Real Pro sale -School Taxes, HUD-1 Line 409 8/2/11 - 7/1/12 $ $ 260.61 1 08 $ 260.61 $ 260.61 Real Pro sale -Sewer, HUD-1 Line 410 8/2/11 - 10/1/11 $ , 2.02 67 $ 1,082.02 $ 1,082.02 Refund - Verizon final bill 9/11 .79 $ 67.79 $ 67.79 Refund -UGI final bill 9/11 $ 8 42 $ 8 42 $ 8 42 Refund -United Healthcare Svs. Inc. remium 9/11 $ $ 23.02 2 30 $ 23.02 $ 23.02 Refund -Heritage Medical Group overpa ment . $ 2.30 $ 2.30 y $ 8.25 $ 8.25 146,93 .35 142,167.94 128,919.4 Expenses HARP MedicareRx Preferred Amount Paid To be Par Associated Cardiol fists $ 2.30 $ 2.30 closin costs - as r HUD-1 line #502 less escrow of $5,500 for PIT $ $ 70.04 11 008 64 $ $ 70.04 11 00 closin costs -seller assist HUD-1 Line 513 $ , . 3 640 5 , 8.64 Clarence Burkett -reimbursed , . 6 $ 3,640.56 Bonnie K. Miller, real estate tax 4/11 $ 623 Travelers Ins. -homeowners 5/11 .86 $ 623.86 Messiah Villa a Home Care - housekee in 5/11 $ 39.25 $ 39.25 Bill Stauffer Lawn care $ 16.96 $ 16.96 Cumberland Law Journal -estate notice $ 400.00 $ 400.00 Debbie Troutman -reimbursed $ 75.00 $ 75.00 American HomePatient $ 6,411.35 PA American Water - June'11 $ 12 89 PA American Water -Jul '11 $ 33.58 PP&L Electric -Jul '11 $ 31 18 R ister of Wills - rotate fees $ $ 57.95 UGI Utilities -June '11 323.50 UGI Utilities -Jul '11 $ 90.77 Ste hen Brink Construction - re airs to house $ 21 48 Tamm S. Himmel - Geanin out house for sale $ $ 5,535.00 30 Tamm S. Himmel - cleanin out house for sale $ 5.00 15 00 $ 15 Exec Commission . .00 Gin rich Memorials -headstone $ 7,633.86 $ 3,816.93 $ 3,816.93 Hazen Elder Law $ 2,360.00 $ 2,360.00 Hazen Elder Law -disbursements $ 6,800.00 $ 3,400.00 $ 3,400.00 Hazen Elder Law -Fees for Asset Protection Plannin $ 31.72 $ 31.72 Heartland Pharma of PA $ 229.00 $ 229.00 James R. Ha MD $ 95.75 $ 95.75 , ManorCare $ 44.07 $ 44.07 Mal zzi Funeral Home - aid b insurance $ 944.88 $ 944.88 remainder aid b estate check $ 11 226 32 $ 11 112 01 Onsi ht Health Care LLC $ 114.31 PA American Water - 8/11 $ 25.66 $ 25.66 PA American Water - 8/11 -final bill $ 10.66 $ 10.66 Pinnace Health Emer en $ 38.26 $ 38.26 Pinnace Health Hos itafs $ 43.98 $ 43.98 PNC Bank -check rintin fee $ 1,100.00 $ 1,100.00 PPL Electric - 7/11 $ 17.99 $ 17.99 Quantum Ima inin $ 13.20 $ 13.20 R .Wills -fees to file Inheritance tax and Invento $ 1 83 $ 1 83 ROW -additional short certs $ 30.00 $ 30.00 . Sentinel -estate notice $ 20.00 $ 20.00 Smith Radiol ,Inc. $ 230.02 $ 230.02 UGI - 8/11 $ 1 84 $ 1 84 $ UGI - 8/11 23.02 23.02 $ West Shore EMS 33.11 $ 33.11 $ 88 78 $ 88 78 Total 53,346.91 $ 46 098.26 7,248.65 TOTAL TAXABLE ASSETS 146 931 35 LESS TOTAL EXPENSES . $ 53 346 91 LESS INHERITANCE TAX PAID , . $ 2 786.61 LESS BELCO FCU - JT. ACCT. w/ CLARENCE , $ (4,755.16) ,04 .67 I RIB T N" gene is ary Ma I n Ebert - s ~fic be uest istributfon' rnal Distri ution Deborah Troutman - 1/3 of residue $ 1,000.00 Ste hanie Troutman - 1/3 of residue $ 28,347.56 Clarence Burkett - 1/3 of residue $ 28,347.56 $ 368.73 $ 27,978.82 '4 $ 368.73 85,673.94 AL RI N ,042.67 ' Distribution includes the check from Rowe's Auction Service in the amount of $368.73 which was sent to Clarence Burkett in error and is part of his 1/3 share. " Actual cash distribution may increase or decrease based on interest accrued, presentation of an obligation, and/or payment of additional expenses.