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Home My WebLink About08-22-12 (3).. , RECEIPT AND RELEASE WHEREAS, Marjorie R. Kershner, late of Upper Allen Township, County of Cumberland and Commonwealth of Pennsylvania, died on February 22, 2011, having first made her Last Will and Testament in writing probated before the Register of ln]ills of said Cumberland County on March 3, 2011, and Letters Testamentary were issued on the same date to Gail T. Gillis, the Executrix named in the Last Will and Testament of said Decedent; and WHEREAS, said Executrix has entered upon and completed her administration of said Decedent's Estate as set forth in her First and Final Account attached hereto, and intends to 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 LAW OFFICES SNELBAKER EC BRENNEMAN, P.C. 'Brenda K. Tusing, Gabriel Lucisano, Gail T. Gillis and Sharon R. Lucisano, being the principal legatees and distributees named in the Will of said Decedent and the persons entitled to share in the residuary distribution of the Estate of said Decedent, do hereby declare and say that we, and each of us, have examined the attached Account and Statement of Proposed Distri~~ on, .-. ~~nd fill ~ ;~ rn n v 7 . `? c= G7 ,~C> ~ ~ .. .f 1 E,..... ~ N -~~~) f,., ~..,.~ ' - '.; . G; N .~. t L 7 . C~ ,...: ~ C.,? ~) ~ ~,. -rl ~- ., .:~ t ~ y D N ~~ ~i N 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 daly have, had and received of and from Gail T. Gillis, Executrix of the Estate of Marjorie R. Kershner, the cash, personalty <ind/or real estate 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 Marjorie R. Kershner, Deceased. NOW, THEREFORE, we, and each of us, the said Brenda K. Tusing, Gabriel Lucisano, Gail T. Gillis and Sharon R. Lucisano do by these presents, remise, release, quit-claim and forever discharge the said Gail T. Gillis, her heirs, executors and 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 reason thereof, or of any act, matter, cause or thing whatsoever, ,from the beginning of the world to the day and date of these (presents. 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 LAW OFFICES SNELBAKER Af Z BRENNEMAN. P.C. Cumberland County and by having the balance in the hands of the Executrix, as shown by said Account, distributed by the 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 matter 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 a 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 without the aid of such Court of Common Pleas - Orphans' Court ,Division, that we, and each of us, the said Brenda K. Tusing, Gabriel Lucisano, Gail T. Gillis and Sharon R. Lucisano 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 Executrix such amounts thereof as may be necessary to pay such debts or demands. LAW OFFICES SNELBAKER 8L 3 BRENNEMAN, F.C. IN WITNESS WHEREOF, we have hereunto set our hands and seals this~I~h day of August 2012. WITNESSED BY: e•,,J (.c-Q-~-. SEAL) K^' Tus~nJg ~~ c (SEAL) cisano ~.oCfiq ( SEAL ) ~aii 1. 1Lillis __~~~~( SEAL) Sharon R. Lucisano LAW OFFICES SNELBAKER & 9 BRENNEMAN. P.C. COMMONWEALTH OF PENNSYLVANIA) SS. ~OUNTY OF CUMBERLAND) On this the I'1}'h day of August 2012, before me, a Notary Public in and for said State and County, they undersigned officer, personally appeared Brenda K. Tusing, Gabriel Lucisano, Gail T. Gillis and Sharon R. Lucisano, known to me (or satisfactorily proven) to be the persons whose names are subscribed to the within instrument and acknowledged that they executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my ]nand and official seal. ~~ ~~~C/~.riZ'K. ~~~ Notary Public rani of vnrw~ r~on~ s.W srdr. K. Slia+wn, Nowy Public nweewursWky eoro, OKnbwtra Cwnq My ra. mis bF nor LAW OFFICES SNELBAKER Ef S BRENNEMAN. P.C. ESTATE NO. 21-11-0288 FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED DISTRIBUTION OF AND BY GAIL T. GILLIS, EXECUTRIX OF THE ESTATE AND UNDER THE LAST WILL AND TESTAMENT OF MARJORIE R. KERSHNER, DECEASED, LATE OF UPPER ALLEN TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA Sail T. Gillis, Executrix as aforesaid and Accountant herein, avers as follows: DATE OF DECEDENT'S DEATH: February 22, 2011 DATE LETTERS TESTAMENTARY ISSUED: March 3, 2011 DATES EXECUTRIX NOTICE ADVERTISED: Cumberland Law Journal March 25, April 1, 8, 2011 The Sentinel March 25, April 1, i3, 2011 FIRST AND FINAL ACCOUNT PERSONALTY -PRINCIPAL ACCOUNT DEBITS ie Accountant charges herself with the receipt of the following items of Decedent's Personalty valued as of the date of Decedent's death: Atlas Energy, Inc., oil. natural gas lease $ 656.25 Internal Revenue Service, refund due the decedent on 2010 income tuxes 4,484.00 Gail T. Gillis, funds from jointly held Member's 1st account 15,165.00 Personal funds in the amount of $6,250.00 from each beneficiary towards 25,000.00 Inheritance Tax Gail T. Gillis, loan from personal funds to the estate 2,620.00 Pennsylvania Department of Revenue, refund on Inheritance Tax 709.88 TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, DEBITS: $ 48,635.13 PERSONALTY -PRINCIPAL ACCOUNT CREDITS The Accountant claims credit for the payment of the following items from Decedent's Personalty Account: 1. Messiah Village, skilled nursing care $ 8,677.75 2. Alert Pharmacy Services, Inc., medicine 4.18 3. Malpezzi Funeral Home, funeral services 2,933.53 Kelly Financial Services, preparation of 2010 Income Tax returns 1,163.25 5. Deluxe, check printing fee 15.95 U.S. Postal Service, stamps for bills and memorials 17.60 7. Rolling Green Cemetery, internment 1,170.00 8. The Bricker House, memorial luncheon 622.56 9. Premier Catering, memorial luncheon 640.79 10. St. Joseph Catholic Church, memorial services 200.00 LAW OFFICES 11. Cash for servers at memorial luncheon 200.00 SNELBAKER Et BRENNEMAN, P.C. 12. Gabe Lucisano, felmbUfSe fOr WQSty'S for memorial luncheon 130.86 Page 1 13. Gail Gillis, reimburse for State Store purchases for memorial luncheon 14. BJ's, purchase dessert and cups for memorial luncheon 15. Register of Wills, Agent, Estimated Inheritance Tax 16. Rolling Green Cemetery, grave marker 17. Register of Wills, filing fee for Inheritance Tax return 18. Greenawalt & Company, P.C., preparation of 2011 Income Tax returns 19. Member's 1st Federal Credit Union, statement copy The following items are to be paid upon distribution of the estate: 20. Gail Gillis, repayment of loan made to the estate 21. Repayment of personal funds advanced for Inheritance Tax a. Gail Gillis b. Brenda K.Tusing c. Gabriel Lucisano d. Sharon R. Lucisano 22. Snelbaker 8 Brenneman, P.C., attorney services 23. Snelbaker & Brenneman, P.C., costs advanced as follows: a. Register of Wills, probate fees b. Cumberland Law Journal, advertise Executrix Notice c. The Sentinel, advertise Executrix Notice 24. Reserve for filing fees, accountant fees and other miscellaneous costs associated with the administration of the decedent's estate TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, CREDITS: PERSONALTY-INCOME ACCOUNT DEBITS The Accountant charges herself with the receipt of the following income from the investment of Personalty Principal: 1. Atlas Energy, Inc., dividend/earnings 2. Member's 1st Federal Credit Union, estate checking account, interest 3. Member's 1st Federal Credit Union, estate Certificate of Deposit, interest 4. Member's 1st Federal Credit Union, estate savings account, interest TOTAL, PERSONALTY, INCOME ACCOUNT, DEBITS: PERSONALTY-INCOME ACCOUNT CREDITS The Accountant claims credit for the payment of the following items from the Personalty Principal Account: 1. Pennsylvania Department of Revenue, 2010 income tax due 2. Pennsylvania Department of Revenue, 2011 income tax due TOTAL, PERSONALTY, INCOME ACCOUNT, CREDITS: 98.51 37.30 25,000.00 1,635.60 15.00 775.00 8.00 2,620.00 25,000.00 6,250. 00 6,250. 00 6,250. 00 6,250. 00 3, 000.00 667.90 373 .50 75 .00 219 .40 1,000.00 $ 75,633.78 REAL ESTATE -PRINCIPAL ACCOUNT DEBITS uw oFEices SNELB AKER BC BRENNEMAN, P.C. The Accountant charges herself with the receipt of Decedent's Real Estate as follows: 1. Property known and numbered as 3500 Green Street, Hampden Township, Cumberland County, Camp Hill, PA 17011, sale value TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, DEBITS: $ 175.00 1.59 307.40 45.63 $ 529.62 $ 386.00 208.00 $ 594.00 $ 100,970.02 $ 100,970.02 Page 2 REAL ESTATE -PRINCIPAL ACCOUNT CREDITS Accountant claims credit for the payment of the following items from Real Estate Principal Account: Property located on Green Street, settlement charges as follows: $ 8,759.92 a. Electrical credit 350.00 b. Coldwell Banker Homestead Group, realtors commission 6,000.00 c. Coldwell Banker Select Professionals, broker fee 300.00 d. Guardian Transfer Corp., deed preparation 125.00 e. Guardian Transfer Corp., notary fees 20.00 f. Real Estate transfer taxes 1,000.00 g. Guardian Transfer Corp., tax certification 10.00 h. Michael Langan, school taxes 954.92 Pennsylvania American Water, water service from 3/19/11 to settlement date 127.24 UGI, gas service from 3/19/11 to settlement date 254.39 PPL Electric, electric service from 3/19/11 to settlement date 82.36 Hampden Township, sewer/trash services from 4/4/11 to settlement date 300.00 Michael Langan, Treasurer, real estate taxes and per capita tax 255.05 Joseph Gillis, property repairs, lawn care and shed cleanout 1,952.77 RSR Appraisals & Analysts, real estate appraisal fee 350.00 TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, CREDITS: $ 12,081.73 REAL ESTATE -INCOME ACCOUNT DEBITS Accountant charges herself with the receipt of the income from the investment of Real Estate Principal Account: $ NONE TOTAL, REAL ESTATE, INCOME ACCOUNT, DEBITS: $ NONE REAL ESTATE -INCOME ACCOUNT CREDITS LAW OFFICES SNELBAKER EC BRENNEMAN, F.C. Accountant claims credit for the payment of the following items from the Real Estate Income Account: $ NONE TOTAL, REAL ESTATE, INCOME ACCOUNT, CREDITS: $ NONE Page 3 RECAPITULATION PRINCIPAL ACCOUNT: Debits Credits Balance INCOME ACCOUNT: Debits Credits Balance TOTAL PERSONALTY PRINCIPAL ACCOUNT: Debits Credits Balance INCOME ACCOUNT: Debits Credits Balance TOTAL REAL ESTATE: $ 48,635.13 $ 75,633.78 $ (26,998.65) $ 529.62 $ 594.00 $ (64.38) $ (27,063.03) $ 100,970.02 $ 12,081.73 $ 88,888.29 $ NONE $ NONE $ NONE 88, 888.29 $ 61,825.26 LAW OFFICES SN ELBAKER $[ BRENNEMAN. P.C. Page 4 STATEMENT OF PROPOSED DISTRIBUTION Gail T. Gillis, Executrix and Accountant herein, proposes to istribute the balance of the Estate of Marjorie R. Kershner, Deceased , to wit: $61,825.26 in accordance with the Last WiII and Testament of said Decedent as follows: 1. Brenda K. Tusing 25% of residue as per Item Second of Will $ 15,456.31 a. Atlas Energy, Inc. 1/4 of oil/natural gas lease In-Kind $ 164.06 b. Cash $ 15,292.25 Gabriel Lucisano 25% of residue as per Item Second of Will $ 15,456.31 a. Atlas Energy, Inc. 1/4 of oil/natural gas (ease In-Kind $ 164.06 b. Cash $ 15,292.25 3. Gail T. Gillis 25% of residue as per Item Second of Will $ 15,456.33 a. Atlas Energy, Inc. 1/4 of oil/natural gas lease In-Kind $ 164.07 b. Cash $ 15,292.26 Sharon R. Lucisano 25% of residue as per Item Second of Will $ 15,456.31 a. Atlas Energy, Inc. 1/4 of oil/natural gas lease In-Kind $ 164.06 b. Cash $ 15,292.25 TOTAL FOR DISTRIBUTION: $ 61,825.26 LAW OFFICES SN ELBAKER BL BRENNEMAN. P.C. Page 5 COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF CUMBERLAND Gail T. Gillis, being duly sworn according to law deposes and says: that she is the Executrix of the Estate and under the Last WiII and Tesl:ament of Marjorie R. Kershner, 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 tnie and correct to the best of her knowledge, information and belief. .~ ~a~d Gail T. Gillis Executrix and Accountant Sworn to and subscribed before me this I' 1~~ ay of August 2012 O o Notary ublic QOMMONWFJLLTH of t~MrSyLVArnA NofxW sew Sandra K 51xrNec, Notary t~bNc ro.c,wae,-o eao, o.rocrw~d caaKv -N CaraMKbn Mat NOV. 22, 2035 M~ p 110N OF NOT LAW OFFICES SNELBAKER Bf BRENNEMAN. P.C. Page 6