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Home My WebLink About10-24-12Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: J. Frederic Cox, fl Date of Death: 05/17/2011 File Number: 21-11-00639 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. Date ~L/ v~ [~ Q: _ ~ 1 _ _. '~..~_J t._...~ a+.i ) .:-.~ ~ Q ~ -- ! : ~- ~;= V , fi'~ Form RtN ~0 Rev. 10-13-2006 Marielle F Hazen, Esq. #68003 Name of Person Filing this Form 2000 Linglestown Road Suite 202 Address Harrisburg, PA 17110 Cdy, State, Lp 717-540-4332 Telephone Copyright (c) 2006 form software only The Lackner Group, Inc Capacity: ^ Personal Representative ® Counsel FAMILY SETTLEMENT AGREEMENT AND FINAL RELEASE IN THE ESTATE OF J. FREDERIC COX II, DECEASED KNOW ALL MEN BY THESE PRESENTS, that WHEREAS J. Frederic Cox II, late of Cumberland County, Pennsylvania, deceased, died testate on May 17, 2011, having first made his Last Will and Testament, which was duly executed on 3une 23, 2010, and is duly recorded in Cumberland County Courthouse, Register of Wills, File No. 21-11-Ob39; WHEREAS, J. Frederic Cox II, by the aforesaid Last Will and Testament, named David C. Cox 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 David C. Cox on June 2, 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 $424,716.70 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, Katherine C. Cox and David C. Cox, 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, David C. Cox, 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. IN WITNESS WHEREOF, we have hereunto set our hands and seals this /(~'~day of C) e-~-a ~o Z~ , 2012. Witness ~~ Katherine C. Cox Estate of 3. FREDERIC COX, II COMMONWEALTH OF PENNSYLVANIA County of ss: On this the ~~o .day of ~~y ~ 2012, before me, a Notary Public, the undersigned officer, personally appeared Katherine C. Cox, 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 NOTMIAL REAL CORMMIE EDGERS MMOOOMOUiE 4iU=QiJE1iA41NA TWP!, Di11JPilp1 C01N1Tr Nly CwtMnls~bn Expires Mp 44. ~Q1S IN WITNESS WHEREOF, we have hereunto set our hands and seals this ~~ `day of C~~f~ b e ~' , 2012. ~ ~~ ~~d Witness l G~'CJ~ David .Cox Estate of J. FREDERIC COX, II COMMONWEALTH OF PENNSYLVANIA ) , ) ss: County of ~ _ ) On this the ~. day of ~c~~ 2012, before me, a Notary Public, the undersigned officer, personally appeared David C. Cox, 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 NOTMkII OEllt. co~s~ Ecis~a rroooMOU~ suscu~ ~wr, o coaNn- IMy Co~abuoa EpNrt Atp rt. 3015 ESTATE OF J. FREDERIC COX, II ACCOUNT -EXHIBIT "A" DOD 5/17/2011 Assets D a ue Aviva Life & Annui Co. -IRA - beneficia is s ouse $ 1,629.38 M&T Bank Ckin #28849795 - JT. w/ s ouse - 1/2 value $ 3,669.33 M&T Bank Savin s #015004208557396 - JT. w/ s ouse - 1/2 value $ 143.95 Na Federal CU -Savin s #0997654009 - JT. w/ s ouse - 112 value $ 190.92 Penta on Federal CU - Re .Acct. #876753-01-3 $ 0.96 Penta on Federal CU - MM Savin s Acct. #4146441-03-7 - Jt. w/ s ouse - 1/2 valu $ 5.75 Penta on Federal CU - MM Cert. #4342707-56-1 - Jt. w/ s ouse - 1/2 value $ 559.29 Real Estate - 610 Gale Rd. - a raisal assessed value was $302,800 $ 315,000.00 Real Estate - 103 Little Run Rd. - a raisal $61,300 assessed $ 50,000.00 Vehicle - 2002 Buick Park Avenue - Kelle Blue Book valuation $ 6,690.00 Walnut Street Securities #5W8-9570099-H26 - TOD to s ouse Dow Chemical Co - 32 sh. $36.53 ! sh. $1;168.96 General Electric Co. - 2000 sh. $19.59 ! sh. $39 180.00 Mone Market $1,808.93 420,047.47 Clauser Real Estate A raisals - house a raisal fee $ 575.00 Cumberland Law Journal -estate notice $ 75.00 Parthemore Funeral Home $ 3,141.22 Funeral Services -minister, ba i er $ 550.00 Hasland & Garrick -account transfer fee $ 25.00 Hazen Elder Law $ 6,811.00 Hazen Elder Law -disbursements $ 37.99 Law Securi - securit s stem for house $ 85.50 M&T Bank Home E uit LOC #12044443421604998 - JT. w/ s ouse - $ 135,042.15 Nationwide Insurance -includes auto, homeowner's! ersonal umbrella $ 511.88 PAWC -water $ 62.22 PP&L $ 277.48 Recorder of Deeds - recordin fees to transfer 2 deeds to David $ 126.00 ROW - robate fees $ 473.50 Re .Wills - filin fees for inheritance tax/invento $ 30.00 Sentinel -estate notice $ 221.40 UGI $ 248.00 Verizon -included land line, cell hone, TV $ 338.70 Total 148,632.04 TOTAL TAXABLE ASSETS 8~ INCOME 420,047.50 LESS TOTAL EXPENSES $ 148,632.04 LESS INHERITANCE TAX PAID $ (8,075.15) TOTAL 263,340.31 Elective Share Calculation Amount Assets sub'ect to election: 1/2 Joint Assets $ 4,569.24 Probate Assets $ 371,690.96 TOD Assets $ 43,787.27 Total $ 420,047.47 Less Debts, Ex enses & Taxes $ (156,707.19 Total $ 263,340.28 * Elective Share - 1/3 net estate $ 87,780.09 Satis in the Elective Share: Joint assets received $ 4,569.24 TOD assets received $ (43,787.27 Estate distribution $ 39,423.58 DISTRIBUTION Residual Beneficia ma Distribution Testaments Trust FBO Katherine C. Cox $ 39,423.58 David C. Cox $ 223,916.73 TOTAL $ 263,340.31