HomeMy WebLinkAbout10-24-12 (3)RECEIPT AND RELEASE
WHEREAS, Doris E. Pifer, late of Upper Allen Township,
County of Cumberland and Commonwealth of Pennsylvania, died on
July 1, 2011, having first made her Last Will and Testament in
writing probated before the Register of Wills of said Cumberland
County on July 11, 2011, and Letters Testamentary were issued on
the same date to Vicki L. Parks, 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 Jean
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SNELBAKER SC
BRENNEMAN, P.C.
M. Steffen, Kathy Fearnbaugh Power of Attorney for John M.
Fearnbaugh, Earl R. Fearnbaugh, Paul R. Fearnbaugh and Vicki L.
Parks, 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
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attached 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 Vicki L. Parks, Executrix of the Estate of
Doris E. Pifer, 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 Doris E. Pifer,
Deceased.
NOW, THEREFORE, we, and each of us, the said Jean M.
Steffen, Kathy Fearnbaugh Power of Attorney for John M.
Fearnbaugh, Earl R. Fearnbaugh, Paul R. Fearnbaugh and Vicki L.
Parks do by these presents, remise, release, quit-claim and
forever discharge the said Vicki L. Parks, 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
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~~settlement of said Estate by filing the foregoing Account of said
administration in the Office of the Register of Wills of said
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 Jean M. Steffen,
Kathy Fearnbaugh Power of Attorney for John M. Fearnbaugh, Earl
R. Fearnbaugh, Paul R. Fearnbaugh and Vicki L. Parks 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.
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IN WITNESS WHEREOF, we have hereunto set our hands and seals
this .;~ .... day o f ~~~ ~ ~'~ 2 012 .
WITNESSED BY:
~~ '' , ~ ( SEAL )
can M. S ffen
~
~~~ ~
;° Vim'.
( SEAL )
Kathy Fearnbaugh
Power of Attorney for
John M. Fearnbaugh
~ ~-~L-
(S EAL )
Earl R. Fearnbau
~~ ~ L )
Paul R. earnbaug
,,
~,
( SEAL )
Vicki Parks
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BRENNEMAN, P.G.
COMMONWEALTH OF PENNSYLVANIA)
SS.
COUNTY OF CUMBERLAND)
On this the~~f~. day of ~~...~,~.,.,~ 2012, before me, a
Notary Public in and for said State and County, the undersigned
officer, personally appeared Jean M. Steffen, Kathy Fearnbaugh
Power of Attorney for John M. Fearnbaugh, Earl R. Fearnbaugh,
Paul R. Fearnbaugh and Vicki L. Parks, 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.
M..,
~~~~~ ~
Notary Public
COMMONWFAI.TH 4F ~NNSYLWANIA
Notarial Seal
Sandra K. Showers, Notary Public
Mechanksburg Boro, Cumberland County
MY Cornmisslan Expires Nov. 22, 2015
MEMBER, PENNSYLVANIA ASSOCIATION OF NOTARIE
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BRENNEMAN, F.C.
ESTATE NO. 21-11-0760
FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED
DISTRIBUTION OF AND BY VICKI L. PARKS, EXECUTRIX
OF THE ESTATE AND UNDER THE LAST WILL AND TESTAMENT
OF DORIS E. PIFER, DECEASED, LATE OF UPPER ALLEN
TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA
Vicki L. Parks, Executrix as aforesaid and Accountant herein,
avers as follows:
DATE OF DECEDENT'S DEATH: July 1, 2011
DATE LETTERS TESTAMENTARY ISSUED: July 11, 2011
DATES EXECUTRIX NOTICE ADVERTISED:
Cumberland Law Journal July 22, 29, August 5, 2011
The Sentinel July 15, 22, 29, 2011
FIRST AND FINAL ACCOUNT
PERSONALTY -PRINCIPAL ACCOUNT
DEBITS
The Accountant charges herself with the receipt of the following items of
Decedent's Personalty valued as of the date of Decedent's death:
1. U.S. Savings Bonds, 5 EE bonds with face value of $1,000.00 each $ 4,222.00
2. 2005 Ford Freestar, Kelly Blue Book value 7,000.00
3. AAA, refund due the decedent 23.52
4. Amerigas, refund due the decedent 10.79
5. Member's 1st Federal Credit Union, savings account #101074-00 24,529.53
6. Member's 1st Federal Credit Union, checking account #101074-11 504.96
7. Member's 1st Federal Credit Union, investment savings account #101074-05 10,569.30
8. Member's 1st Federal Credit Union, holiday club account #101074-02 320.36
9. Proceeds from sale of household goods 539.16
10. U.S. Treasury, refund due the decedent on 2011 Final Individual Income Tax 1,429.18
11. PA Department of Treasury, revenue refund 250.00
12. Civil Service, pension payment 1,588.07
13. Nationwide Insurance, homeowner's insurance refund 8.84
TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, DEBITS: $ 50,995.71
PERSONALTY -PRINCIPAL ACCOUNT
CREDITS
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The Accountant claims credit for the payment of the following items from
Decedent's Personalty Account:
1. AT& T Consumer, ACH withdraw from Member's 1st checking account 7/6/11 $ 15.72
2. Member's 1st Federal Credit Union, withdraw via check #1562 from Member's 69.90
1st checking account on 7/6/11
3. Member's 1st Federal Credit Union, withdraw via check #1553 from Member's 25.00
1st checking account on 7/6/11
4. AAA Financial Services, credit card balance 56.40
Page 1
5. Deluxe, check printing charge 13.95
6. Malpezzi Funeral Home, funeral services 9,870.32
7. Church of the Brethren, funeral luncheon 250.00
8. Jean Steffen, reimburse for grave opening 300.00
9. Vicki Parks, reimburse for grave opening 300.00
10. Gingrich Memorials, cemetery stone 2,204.00
11. Register of Wills, Agent, estimated Inheritance Tax payment 15,000.00
12. Church of the Brethren, payment of bequest per Item Second of Will 5,000.00
13. Register of Wills, Agent, Inheritance Tax payment 24,964.81
14. Register of Wills, filing fee for Inheritance Tax return 15.00
15. Snelbaker & Brenneman, P.C., attorney services 4,440.00 '
16. Snelbaker & Brenneman, P.C., costs advanced: 673.90
a. Register of Wills, probate fees 377.50
b. Cumberland Law Journal, advertise Executrix Notice 75.00
c. The Sentinel, advertise Executrix Notice 221.40
17. Reserve for filing fees, accountant fees and other miscellaneous costs associated 1,000.00
with the administration of the decedent's estate
TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, CREDITS: $ 64,199.00
PERSONALTY -INCOME ACCOUNT
DEBITS
The Accountant charges herself with the receipt of the following
income from the investment of Personalty Principal:
1. Member's 1st Federal Credit Union, savings account #101074-00, interest $ 2.59
2. Member's 1st Federal Credit Union, holiday club account #101074-02, interest 0.04
3. Member's 1st Federal Credit Union, investment savings account #101074-05, interest 1.55
4. Member's 1st Federal Credit Union, estate checking account, interest 2.12
5. Member's 1st Federal Credit Union, estate money market account, interest 294.42
6. Member's 1st Federal Credit Union, estate savings account, interest 4.37
7. U.S. Savings Bonds, interest 36.00
TOTAL, PERSONALTY, INCOME ACCOUNT, DEBITS: $ 341.09
PERSONALTY -INCOME ACCOUNT
CREDITS
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The Accountant claims credit for the payment of the following items
from the Personalty Principal Account:
1. PA Department of Revenue, 2011 Income Tax $ 5.09
2. PA Department of Revenue, Fiduciary Tax ending 6/30/12 6.00
3. Greenawalt & Company, P.C., preparation of Fiduciary Income Taxes 500.00
TOTAL, PERSONALTY, INCOME ACCOUNT, CREDITS: $ 511.09
REAL ESTATE -PRINCIPAL ACCOUNT ~
DEBITS I,
The Accountant charges herself with the receipt of Decedent's
Real Estate as follows:
1. Property known and numbered as 1110 Granada Lane, Upper Allen Township, $ 148,905.52
Cumberland County, Mechanicsburg, PA 17055, sale value
TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, DEBITS: $ 148,905.52 ~,
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REAL ESTATE -PRINCIPAL ACCOUNT
CREDITS
The Accountant claims credit for the payment of the following
items from Real Estate Principal Account:
1. Real Estate settlement charges associated with the sale of 1110 Granada
Lane, Mechanicsburg, PA, as follows:
a. Seller assistance
b. Prudential Homesale /Keller-Williams, commission
c. Keller-Williams, broker fee
d. Transfer taxes
e. Homesale Settlement Services, deed preparation
f. Homesale Settlement Services, tax certification fee
g. Dennis E. Zerbe, Treasurer, Township/County tax
h. Notary fee
i. Upper Allen Township Sewer Authority, sewer charges
2. Eichelberger, Inc., quarterly service fee for water softener
3. Upper Allen Township, sewer services
4. Dennis E. Zerbe, Treasurer, real estate taxes
5. RSR Appraisals, real estate appraisal
6. Terminix, pest control
7. Allied Waste Service, trash service
8. Nationwide Insurance, homeowner's insurance
9. PPL Electric, electric service
10. United Water Pennsylvania, water service
11. Comcast, cable TV service
12. Nationwide Credit, past due payment for Terminix
TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, CREDITS:
REAL ESTATE -INCOME ACCOUNT
DEBITS
The Accountant charges herself 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
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The Accountant claims credit for the payment of the following items
from the Real Estate Income Account:
TOTAL, REAL ESTATE, INCOME ACCOUNT, CREDITS:
5,000.00
8,580.00
195.00
1,480.00
115.00
10.00
569.31
15.00
112.00
$ 16,076.31
92.22
112.00
1,858.29
350.00
79.50
44.82
275.84
638.62
50.73
136.98
82.68
$ 19,797.99
$ NONE
$ NONE
$ NONE
$ NONE
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RECAPITULATION
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BRENNEMAN, P.C.
PERSONALTY:
PRINCIPAL ACCOUNT:
Debits
C red its
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:
$ 50, 995.71
$ 64,199.00
$ (13,203.29)
$ 341.09
$ 511.09
$ (170.00)
$ (13,373.29) ~
$ 148,905.52
$ 19, 797.99
$ NONE
$ NONE
129,107.53
$ 115,734.24
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STATEMENT OF PROPOSED DISTRIBUTION
Vicki L. Parks, Executrix and Accountant herein, proposes to
istribute the balance of the Estate of Doris E. Pifer, Deceased, to wit:
115,734.24 in accordance with the Last Will and Testament of said Decedent
s follows:
1. Jean M. Steffen
1/5 of residue as per Item Third of Wilt
Cash ~
2. John M. Fearnbaugh
1/5 of residue as per Item Third of Will
Cash $
3. Earl R. Fearnbaugh
1/5 of residue as per Item Third of Will
Cash ~
4. Paul R. Fearnbaugh
1/5 of residue as per Item Third of Will
2005 Ford Freestar, In-Kind $
Cash ~
5. Vicki L. Parks
1/5 of residue as per Item Third of Will
Cash ~
TOTAL FOR DISTRIBUTION:
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$ 23,146.85
23,146.85
$ 23,146.85
23,146.85
$ 23,146.85
23,146.85
$ 23,146.84
7,000.00
16,146.84
$ 23,146.85
23,146.85
$ 115,734.24
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF CUMBERLAND
Vicki L. Parks, being duly sworn according to law deposes and says:
that she is the Executrix of the Estate and under the Last Will and Testament of
Doris E. Pifer, 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 true and
correct to the best of her knowledge, information and belief.
.~ f
1`~ ~ ~''
Vicki L. Parks
Executrix and Accountant
Sworn to and subscribed before me
this ~~~~ day of ~` ~~`~~l~ 2012
.~ ~ ,''~_
Notary Public
COMMONWEALTH OF PFNNSYLV~4tVIA
Notarial Seal
Sandra If. Showers, Notary Public
Mechanksburg Boro, Cumberland County
r'N Gornrn~ion Expires Nov. 22, 2015
MEMBER, PENNSI'LVANIA ASSOQATION OF NOTARI
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BRENNEMAN, P.C.
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