HomeMy WebLinkAbout06-15-12 (2)RECEIPT AND RELEASE
I WHEREAS, Eleanor C.
Bryan, late of Ham den Townshi
of Cumberland and Commonwealth of Pennsylvapi p' County
a, died on April 28,
2011, having first made her Last Will and Testament in
probated before the Register of Wills of said Cumberlan writing
on Ma d County
y 6, 2011, and Letters Testamentar
y were issued on the same
date to Barbara E. Bryan and Dianne C. Bryan, the Execu
named in the Last Will and Testament of said Decedent. traces
and
~ WHEREAS, said Executrices have entered u
their administration of said Decedent s pon and completed
' Estate as set forth in
their First and Final Account attached hereto, and ante
distribute the net balance of the assets of said Es nd to
persons named in the Statement of Proposed Distri tate to the
attached hereto button also
both of said documents bean
g incorporated herein
by reference thereto; and
NOW, THEREFORE, KNOW ALL MEN BY THESE PRESENTS, that w
Barbara E. Bryan and Dianne C, e
Bryan, being the principal
legatees and distributees named in the Will of said D
the persons entitled to share in the residuary distr.ecedent and
the Estate of said Decedent, ibution of
do hereby declare and say that we,
and each of us, have examined the attached Account and
of Proposed Distribution, and find the same to be tr Statement
LAW OFFICES u e and ~s
SNELBAKER $C ~ ~~
BRENNEMAN, P.C, ~Q r.,~~
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correct, and in strict accordance with
the terms and provisions
of said Will, and we do hereb
y acknowledge that we
us, this da ~ and each of
y have, had and received of and from
and Dianne C. Barbara E. Bryan
Bryan, Executrices of the Estate of
Br an Eleanor C.
Y the cash and/or personalty set opposite our names in t
above mentioned Statement of pro he
posed Distribution, in full
satisfaction, payment and discharge of all such sum or s
money, legacies and be uests share or shares, ums of
q ,
dividends which were due purparts and
owing and payable and belonging to us,
and each of us, by any means whatsoever, for or on acco
full share, part or dividend of the Estate of Eleanor unt of our
Deceased. C• Bryan,
NOW, THEREFORE, we, and each of us, the said Barbara
Bryan and Dianne C. E'
Bryan do by these presents, remise, release,
quit-claim and forever discharge the said Barbara E. B
Deanne C. rYan and
Bryan, their heirs
executors and administrators, of
and from our said shares or dividends of the Estate of
and of and from all oresaid,
actions, suits, payments, accounts,
reckonings, claims and
demands whatsoever, for or by reason
thereof, or of an
y act, matter, cause or thin
the beginnin g whatsoever, from
g of the world to the day and date of these presents.
AND, desiring to avoid the dela
y and expense of the
settlement of said Estate by filing the foregoing Acco
administration in unt of said
the Office of the Register of Wills of said
Cumberland County and by having the balance in the
LAW OFFICES hands of the
SNELBAKER EC
BRENNEMAN, P. C.
2
Executrices, as shown b
y said Account, distributed by the Court
of Common pleas of Cumberland County - Orphans' Court Divi '
we, and each of us S1On~
do hereby agree that the fore oin
and Statement of Pro osed Distribution g g Account
p concernin
settlement ma g the matter of
y be recorded with the same effect upon us, and each
of us, as if the same had been reported u
decree of distribution made on such ro opon by said Court, in a
P p sed Statement of
Distribution by the said Court of Common pleas - Or han '
Division. p s Court
AND in consideration of the aforesaid settlement bein
without the aid of such Court of Common Pleas t g made
Division - Orphans Court
that we, and each of us
the said Barbara E. Bryan and
Dianne C. Bryan do hereb a ree that if an
Y g y debts or demands
other than those included in the above referenced First
Account, as hereinbefore set forth, shall be hereafter and Final
against the Estate of said Decedent and be legall recovered
the same Y payable out of
that we, and each of us
will return to the said
Executrices such amounts thereof as may be necessar
debts or demands. Y tO Pay such
IN WITNESS WHEREOF, we have hereunto set
15'~~ our hands and seals
this day of J (..~,.;~ <-
2012.
TniTTA7nnr-. ,-, ._ __
(wS.EAL )
LAW OFFICES
SNELBAKER $(
BRENNEMAN, P.C
SEAL)
LAW OFFICES
SNELBAKER 8C
BRENNEMAN, P.C
COMMONWEALTH OF PENNSYLVANIA)
COUNTY OF CUMBERLAND) SS.
On this the ~ ~~'(~ day of ~~-1,1N ~
2012, before me, a
Notary Public in and for said State and Count
y, the undersigned
officer, personal)
Y appeared Barbara E. Bryan and Dianne C,
Bryan, known to me (or satisfactorily proven) to be the
whose names are subscribed to the within instrument and persons
acknowledged that they executed the same for the purposes t
contained. herein
IN WITNESS WHEREOF, I hereunto set my hand and official
seal.
~~~~~.
Notary Public
Sandra~'a~~ VANL4
Mabury 8°~~PubNc
nvwrn~s Nov. ~, ~p~ 15
'~+~ of Nor
4
a
ESTATE NO. 21-11-0549
FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED
DISTRIBUTION OF AND BY BARBARA E. BRYAN AND
DIANNE C. BRYAN, EXECUTRICES OF THE ESTATE AND
UNDER THE LAST WILL AND TESTAMENT OF ELEANOR C.
BRYAN, DECEASED, LATE OF HAMPDEN TOWNSHIP,
CUMBERLAND COUNTY, PENNSYLVANIA
arbara E. Bryan and Dianne C. Bryan, Executrices as aforesaid and Accountants herein,
avers as follows:
DATE OF DECEDENT'S DEATH:
DATE LETTERS TESTAMENTARY ISSUED: April 28, 2011
May 6, 2011
DATES EXECUTRICES NOTICE ADVERTISED:
Cumberland Law Journal
The Sentinel May 20, 27, June 3, 2011
May 13, 20, 27, 2011
FIRST AND FINAL ACCOUNT
PERSONALTY -PRINCIPAL ACCOUNT
DEBITS
The Accountants charge themselves with the receipt of the following items of
Decedent's Personalty valued as of the date of Decedent's death:
1. Burial benefit from Cumberland County
2. Cumberland Crossings, refund due the decedent on nursing home care
3. Erie Insurance, refund due the decedent on homeowner's insurance
4. Household goods, retained by family
5. Household goods, sale value
6. PNC Bank, checking account #5070077313
7. Verizon, refund due the decedent
8. PSERS, pension payment
9. IBM, retirement pension
10. Dean Foote, payment received from buyer for siding repairs
11. Dianne Bryan, repayment of loan
12. PA Department of Revenue, inheritance tax refund
13. U.S. Treasury, refund on 2011 Federal Income Tax return
TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, DEBITS:
PERSONALTY -PRINCIPAL ACCOUNT
CREDITS
The Accountants claim credit for the payment of the following items from
Decedent's Personalty Account:
1. PNC Bank, check #7889 written by the decedent prior to death
2. Continued Care RX, prescription services
LAW OFFICES 3. Ralph Da
SNELBAKER SC ywalt, financial work
4. Dianne Bryan, reimburse for funeral expenses/house repairs
BRENNEMAN, P.c. 5. Barbara Bryan, reimburse for funeral expenses/house re airs
P
100.00
765.00
50.00
200.00
50.00
3,612.91
21.50
1,382.80
985.18
200.00
300.00
1, 751.91
1,837.00
$ 11,256.30
100.00
469.12
210.00
375.00
818.61
Page 1
LAW OFFICES
SNELBAKER BC
BRENNEMAN, P.C.
6. Cumberland Crossings, nursing home services
7. PNC Bank, check printing fee
8. Tina Carey, gift
9. IBM, return pension paid in error
10. Dianne Bryan, loan from the estate
11. Dianne Bryan, reimburse for siding repairs involving Dean Foote
12. Turbo Tax, program fee to file 2011 Final Individual Income taxes
13. Dianne Bryan, reimburse for flowers sent to family member for birthday
14. PA Department of Revenue, tax due on 2011 Final Individual Tax Return
15. Snelbaker & Brenneman, P.C., attorney fees
16. Snelbaker & Brenneman, P.C., costs advanced as follows:
a. Register of Wills, probate fees
b. Cumberland Law Journal, advertise Executrices Notice
c. The Sentinel, advertise Executrices Notice
d. Register of Wills, filing fee for Inheritance Tax Return
17. Register of Wills, filing fee for Inventory and Receipt & Release
TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, CREDITS:
PERSONALTY -INCOME ACCOUNT
DEBITS
Accountants charge themselves with the receipt of the following
income from the investment of Personalty Principal:
TOTAL, PERSONALTY, INCOME ACCOUNT, DEBITS:
PERSONALTY -INCOME ACCOUNT
CREDITS
Accountants claim credit for the payment of the following items
from the Personalty Principal Account:
TOTAL, PERSONALTY, INCOME ACCOUNT, CREDITS:
REAL ESTATE -PRINCIPAL ACCOUNT
DEBITS
Accountants charge themselves with the receipt of Decedent's
Real Estate as follows:
Property known and numbered as 3531 Green Street, Hampden Township,
Cumberland County, Camp Hill, PA 17011.
plus adjustment at settlement for County and School taxes andlsewer0 00
in the amount of $931.85
TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, DEBITS:
REAL ESTATE -PRINCIPAL ACCOUNT
CREDITS
he Accountants claim credit for the payment of the following
items from Real Estate Principal Account:
1. Hampden Township, sewer services
2. PPL Electric, electric services
3. PA American Water, water services
4. UGI, gas services
727.50
75.00
219.40
15.00
120.00
4.50
100.00
985.18
300.00
200.00
19.95
50.00
40.00
3, 752.50
1, 036.90
20.00
$ 8,601.76
$ NONE
$ NONE
$ NONE
$ NONE
$ 125,931.85
$ 125, 931.85
$
255.75
166.73
116.60
124.38
Page 2
5. Cash withdraws by Dianne for house repairs
6. Michael Langan, Tax Collector, real estate taxes 260.00
7. Settlement charges on Green Street property as follows: 1,010.84
a. Coldwell Banker Homestead Group
commission 9,514.00
,
b. Title services 7,500.00
c. Transfer taxes 15.00
d. Sewer 1,250.00
e. Home warranty 150.00
f. Dean Foote, siding repairs 399.00
TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT
CREDITS: 200.00
, $ 11, 448.30
REAL ESTATE -INCOME ACCOUNT
DEBITS
Accountants charge themselves with the receipt of the
income from the investment of Real Estate Principal Account:
TOTAL, REAL ESTATE, INCOME ACCOUNT
DEBITS: $ NONE
, $ NONE
REAL ESTATE -INCOME ACCOUNT
CREDITS
I Accountants claim credit for the payment of the following items
from the Real Estate Income Account:
TOTAL, REAL ESTATE, INCOME ACCOUNT
CREDITS: $ NONE
, $ NONE
------------------- - - - -
"'" Pennsylvania Inheritance Tax paid personally by Barbara E. Bryan and
Dianne C. Bryan
LAW OFFICES
SNELBAKER SC
BRENNEMAN, P.C.
Page 3
RECAPITULATION
PRINCIPAL ACCOUNT:
Debits
Credits $ 11,256.30
Balance ~ 8,601.76
$ 2,654.54
INCOME ACCOUNT:
Debits
Credits $ NONE
Balance $ NONE
$ NONE
TOTAL PERSONALTY
ESESTATE;
PRINCIPAL ACCOUNT:
Debits
Credits $ 125,931.85
Balance $ 11,448.30
$ 114,483.55
INCOME ACCOUNT:
Debits
Credits $ NONE
Balance $ NONE
$ NONE
TOTAL REAL ESTATE:
$ 2,654.54
$ 114,483.55
LAW OFFICES
SNELBAKER $C
BRENNEMAN, P.C
$ 117,138.09
Page 4
STATEMENT OF PROPOSED DISTRIBUTION
Barbara E. Bryan and Dianne C. Bryan, Executrices and Accountants herein,
poses to distribute the balance of the Estate of Eleanor C. Bryan, Deceased,
wit: $117,138.09 in accordance with the Last Will and Testament of said Decedent
follows:
Barbara E. Bryan
50% of residue per Item Third of Will
Advance Distribution 10/12/11
Advance Distribution from proceeds of household goods
Household goods retained In-Kind
Cash
2. Dianne C. Bryan
50% of residue per Item Third of Will
Advance Distribution 10/12/11
Advance Distribution from proceeds of household goods
Household goods retained In-Kind
Cash
~AL FOR DISTRIBUTION:
$ 58,000.00
$ 25.00
$ 100.00
$ 444.04
$ 58, 000.00
$ 25.00
$ 100.00
$ 444.05
$ 58, 569.04
$ 58, 569.05
$ 117,138.09
LAW OFFICES
SNELBAKER &
BRENNEMAN, P.C.
Page 5
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND SS:
Barbara E. Bryan and Dianne C. Bryan, being duly sworn according to law deposes
and says; that they are the Executrices of the Estate and under the Last Will
and Testament of Eleanor C. Bryan, Deceased, and the Accountants 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 their knowledge, information and belief.
Barbara E. Bryan
Executrix and Account
•~~~ ~ ~~
Dianne C. ryan
Executrix and Account t
Sworn to and subscribed before me
this ~ ~ ~~ day of -~ ~v~ 2_
2012
~~~~~
Notary Public
~MOfVWEALTH OF F'ENNSYLWyytq
Notsr~al seat
~~ ~umbe-land Ca"'q'
rav. 22, 2015
T1oe of Nor
LAW OFFICES
SNELBAKER 8C
BRENNEMAN, P. C,
Page 6