The URL can be used to link to this page

Home My WebLink About08-22-12 (3)RECEIPT AND RELEASE WHEREAS, Ruth Helen Meminger, late of Lower Allen Township, County of Cumberland and Commonwealth of Pennsylvania, died on March 29, 2011, having first made her Last Will and Testament in writing probated before the Register of Wills of said Cumberland County on April 7, 2011, and Letters Testamentary were issued on the same date to Doris Ann Meminger-Leidich and Robert Lewis Meminger, the Executors named in the Last Will and Testament of said Decedent; and WHEREAS, said Executors have entered upon and completed their administration of said Decedent's Estate as set forth in their First and Final Account attached hereto, and intend 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 Doris Ann Meminger-Leidich and Robert Lewis Meminger, 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 tY~ ~~ ~ttacd -~, LAW OFFICES ~' ~~ ^'~' ~ <~ ~ ~~ SNELBAKER SC ii-~:_ •-_..... ~ 3 C~, .-~ ,~ 1 Ti _ c .t'; BRENNEMAN, P.C. N `~-' ~~ ~ ~_ ^~ ~ ~ ~ t ~ - --:r _L.~ t~ f~ ~t't -~- ~~ CD '-n ,~ -.: 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 Doris Ann Meminger-Leidich and Robert Lewis Meminger, Executors of the Estate of Ruth Helen Meminger, 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 Ruth Helen Meminger, Deceased. NOW, THEREFORE, we, and each of us, the said Doris Ann Meminger-Leidich and Robert Lewis Meminger do by these presents, remise, release, quit-claim and forever discharge the said Doris Ann Meminger-Leidich and Robert Lewis Meminger, their 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 I LAW OFFICES SNELBAKER SC 2 BRENNEMAN, F.C. administration in the Office of the Register of Wills of said Cumberland County and by having the balance in the hands of the Executors, 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 Doris Ann Meminger- Leidich and Robert Lewis Meminger 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 Executors such amounts thereof as may be necessary to pay such debts or demands. LAW OFFICES II SNELBAKER ~C 3 BRENNEMAN, P.C. IN WITNESS WHEREOF, we have hereunto set our hands and seals this ~(~~ day of ~~,~~f ~~'~ 2012 . WITNESSED BY: P~ '~ ~ f ~ P,t~~ ,1~~~(S EAL ) Doris Ann Mem nger-Leidich /~~'~`'~ t~'`~LV"`~Z. ~'~~ 1;~~y~-~ ,~G ~ EAL ) Robert Lewis Meminger LAW OFFICES SNELBAKER SC 4 BRENNEMAN, P.C. COMMONWEALTH OF PENNSYLVANIA) • SS. COUNTY OF CUMBERLAND) On this the + (®~'G~ day of ~(,(~ ~,( ~'~ 2012, before me, a Notary Public in and for said State and County, the undersigned officer, personally appeared Doris Ann Meminger-Leidich and Robert Lewis Meminger, 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 hand and official seal, ,, Notary Public CANIMONWEALTH OF PENNSYLVANU- Notarial Seal Sandra K. Showers, Notary R~Mc hlccharYC~rp Born, Cur~erland WiaKy My Cwrrr,belon ~ Nov. 22, 2015 rranar~t, reiwsnv~Nrn snow of nor LAW OFFICES SNELBAKER SC 5 BRENNEMAN, P.C. ESTATE NO. 21-11-0446 FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED DISTRIBUTION OF AND BY DORIS ANN MEMINGER-LEIDICH AND ROBERT LEWIS MEMINGER, EXECUTORS OF THE ESTATE AND UNDER THE LAST WILL AND TESTAMENT OF RUTH HELEN MEMINGER, DECEASED, LATE OF LOWER ALLEN TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA Doris Ann Meminger-Leidich and Robert Lewis Meminger, Executors as aforesaid and Accountants herein, avers as follows: DATE OF DECEDENT'S DEATH: March 29, 2011 DATE LETTERS TESTAMENTARY ISSUED: April 7, 2011 DATES EXECUTORS' NOTICE ADVERTISED: Cumberland Law Journal April 29, May 6 and May 13, 2011 The Sentinel April 23, April 30 and May 7, 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. U.S. Treasury, refund due the decedent on 2011 Individual Tax Return 2. United States Savings Bonds, 40 HH savings bonds with face value of $500.00 each 3. Bethany-Ashbury Communities, refund due the decedent 4. Citizens Bank, certificate of deposit #6254107695 5. Citizens Bank, certificate of deposit #6254107512 6. Citizens Bank, certificate of deposit #6140749425 7. Citizens Bank, certificate of deposit #6215380842 8. Citizens Bank, certificate of deposit #6215380826 9. Highmark, premium refund due the decedent 10. Member's 1st Federal Credit Union, certificate of deposit #231899-46 11. Member's 1st Federal Credit Union, certificate of deposit #231899-43 12. Member's 1st Federal Credit Union, savings account #231899-00 13. PSECU, certificate of deposit ending account #59 14. PSECU, certificate of deposit ending account #56 15. PSECU, certificate of deposit ending account #54 16. PSECU, certificate of deposit ending account #53 17. PSECU, certificate of deposit ending account #52 18. PSECU, certificate of deposit ending account #51 19. PSECU, certificate of deposit ending account #50 20. PSECU, savings ending account #01 21. Susquehanna Conference a Pennsylvania Conference of the United Methodist Church, 3 note payables consisting of following: a. #12928 $10,000.00 face value b. #12809 $25,000.00 face value c. #16064 $10,001.22 face value 22. The Financial Network, investment account #5HT-161940 23. Omnicare, Inc., refund LAW OFFICES SNELBAKER & TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, DEBITS: BRENNEMAN, P.C. 1,545.00 20,000.00 2,553.36 22,332.40 25,016.15 27,104.90 1, 501.46 59,240.40 479.57 15, 023.36 12,049.89 3,305.32 5,009.47 25,084.58 25,023.78 18,017.12 7, 023.68 27,091.34 10,033.83 319.73 45,001.22 168, 797.41 35.61 $ 521, 589.58 Page 1 PERSONALTY -PRINCIPAL ACCOUNT CREDITS The Accountants claim credit for the payment of the following items from Decedent's Personalty Account: 1. Bethany Village, gift per agreement of beneficiaries 2. Continuing Care RX, costs of medicine $ 95.00 3. Keath Leidich, reimbursement for funeral luncheon 124.25 4. Citizens Bank, service fees 230.00 5. Doris Meminger-Leidich and Keath Leidich, gift per agreement of beneficiaries 2.00 6. Citizens Bank, check number 5060 written prior to death to Hampden Physicians 19,000.00 Association for medical services 77.70 7. Register of Wills, Agent, estimated Inheritance Tax payment 8. Register of Wills, Agent, Inheritance Tax payment 22,000.00 9. Register of Wills, filing fee for Inheritance Tax Return 978'75 10. Register of Wills, additional probate fee 15.00 11. Greenawalt & Company, P.C., preparation of Fiduciary Income Tax retur 370.00 ns *'*' The following items are to be paid at distribution of the estate: 475.00 12. Doris Meminger-Leidich and Keath Leidich, gift per agreement of beneficiaries 13. Snelbaker & Brenneman, P.C., attorney services 7,000.00 14. Snelbaker & Brenneman, P.C., costs advanced as follows: 3,300.00 a. Register of Wills, probate fees 455.90 b. Cumberland Law Journal, advertise Executors' Notice 157.50 c. The Sentinel, advertise Executors' Notice 75.00 d. Register of Wills, short certificate 219.40 15. Reserve for filing fees, accountant fees and other miscellaneous costs associated 4.00 with the administration of the decedent's estate 1,795.00 TOTAL, PERSONALTY, PRINCIPAL ACCOUNT CREDITS: , $ 55,918.60 PERSONALTY -INCOME ACCOUNT DEBITS The Accountants charge themselves with the receipt of the following income from the investment of Personalty Principal: 1. U.S. Treasury, interest on HH savings bonds 2. Citizens Bank, certificates of deposit, interest $ 150.00 3. Citizens Bank, checking accounts interest 261.39 , 4. Member's 1st Federal Credit Union, savings & certificates of deposit interest 4.00 , 5. PSECU, savings and certificates of deposit, interest 169.76 6. Susquehanna Conference, notes payable, interest 705.91 7. The Financial Network, interest/gain on investment account 787'83 8. Citizens Bank, estate checking accounts, interest 5,789.01 TOTAL, PERSONALTY, INCOME ACCOUNT, DEBITS: 3,557.18 $ 11,425.08 PERSONALTY -INCOME ACCOUNT CREDITS The Accountants claim credit for the payment of the following items from the Personalty Principal Income Account: 1. Pennsylvania Department of Revenue, tax due on 2011 Individual Income tax return 2. United States Treasury, 2/29/12 Fiduciary Incom t d $ 67.00 e ax ue 3. Pennsylvania Department of Revenue 2/29/12 Fid i 4,873.00 , uc ary Income Tax due TOTAL, PERSONALTY, INCOME ACCOUNT, CREDITS: 80.00 LAW OFFICES Q 2 5,020.00 SNELBAKER SC BRENNEMAN, P.C. Page 2 LAW OFFICES SNELBAKER & BRENNEMAN, P.C REAL ESTATE -PRINCIPAL ACCOUNT DEBITS The Accountants charge themselves with the receipt of Decedent's Real Estate as follows: TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, DEBITS: REAL ESTATE -PRINCIPAL ACCOUNT CREDITS The Accountants claim credit for the payment of the following items from Real Estate Principal Account: TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, CREDITS: REAL ESTATE -INCOME ACCOUNT DEBITS The Accountants charge themselves 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 The Accountants claim credit for the payment of the following items from the Real Estate Income Account: TOTAL, REAL ESTATE, INCOME ACCOUNT, CREDITS: Page 3 $ NONE $ NONE $ NONE $ NONE $ NONE $ NONE $ NONE $ NONE RECAPITULATION LAW OFFICES SNELBAKER 8f BRENNEMAN, P.C. PERSONALTY: PRINCIPAL ACCOUNT: Debits Credits Balance INCOME ACCOUNT: Debits Credits Balance TOTAL PERSONALTY REAL ESTATE: PRINCIPAL ACCOUNT: Debits Credits Balance INCOME ACCOUNT: Debits Credits Balance TOTAL REAL ESTATE: TOTAL FOR DISTRIBUTION: $ 521,589.58 $ 55,918.60 $ 465,670.98 $ 11,425.08 $ 5,020.00 $ 6,405.08 $ 472,076.06 $ NONE $ NONE $ NONE $ NONE $ NONE $ NONE $ NONE $ 472,076.06 Page 4 STATEMENT OF PROPOSED DISTRIBUTION Doris Ann Meminger-Leidich and Robert Lewis Meminger, Executors and Accountants herein, proposes to distribute the balance of the Estate of Ruth Helen Meminger, Deceased, to wit: $472,076.06 in accordance with the Last Will and Testament of said Decedent as follows: Doris Ann Meminger-Leidich 1/2 of residue as per Item Third of Will Cash 2. Robert Lewis Meminger 1/2 of residue as per Item Third of Will Advance Distribution 12/17/11 Cash $ 236,038.03 $ 236,038.03 3, 000.00 233,038.03 TOTAL FOR DISTRIBUTION: $ 236,038.03 $ 472,076.06 LAW OFFICES SNELB AKER IIC BRENNF_MAN, P.C. Page 5 COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF CUMBERLAND Doris Ann Meminger-Leidich and Robert Lewis Meminger, being duly sworn according to law deposes and says: that they are the Executors of the Estate and under the Last Will and Testament of Ruth Helen Meminger, 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. :~ Dons Ann Meming~f-Leidich Executor and Accountant Robert Lewis Meminger Executor and Accountant Sworn to and subscribed before me this ; 14~~a of ~~(~~'~ (,(~ 2012 Notary Public COMMONWEALTH OF PENNSYLVANIA Notarial Seal Sandra K. Showerr~, Notary Put~c r'ladunksbury 8oro, G+mberlarW My Cartnnisslon bpkas Nov. 22, 2015 PENNSYWANiA A55(IQATIOM OF NOTAR LAW OFFICES SNELBAKER SC BRENNEMAN, P.C. Page 6