The URL can be used to link to this page

Home My WebLink About04-09-13 (2) i RECEIPT AND RELEASE WHEREAS, Marcia C. Agrafiotis a/k/a Marcia Agrafiotis Yelk, late of Hampden Township, County of Cumberland and Commonwealth of Pennsylvania, died on September 17, 2010, having first made her Last Will and Testament in writing probated before the Register of Wills of said Cumberland County on October 15, 2010, and Letters Testamentary were issued on the same date to Maria Dever and Peter A. Yelk, the Cc-Executors named in the Last Will and Testament of said Decedent; i and WHEREAS, said Co-Executors have entered upon and completed their administration of said Decedent ' s Estate as set forth in i their First and Final. Account attached hereto, and intends to iidistribute 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 Maria Dever and Peter A. Yelk, being the principal legatees and i 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 cI> c w f Distribution, and find the same to be true a4°�orregt, " in LAW CFFIG C;j SNELBAKER Rt e. T C.0 BRENNEMAN. P.C. 1 -Z CJ C = co r.. M crn U) s _n I 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 Maria Dever and Peter A. Yelk, Co- Executors of the Estate of Marcia C. Agrafiotis a/k/a Marcia Agrafiotis Yelk, 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 Marcia C. ,Agrafiotis a/k/a Marcia Agrafiotis Yelk, Deceased. i i NOW, THEREFORE, we, and each of us, the said Maria Dever and Peter A. Yelk do by these presents, remise, release, quit-claim and forever discharge the said Maria Dever and Peter A. Yelk, 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 I� demands whatsoever, for or by reason thereof, or of any act, i 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 I Cumberland County and by having the balance in the hands of the LAW CJFFICES SNELSAKER& 2 BRENNEMAN, P.C. I Co-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 i Distribution by the said Court of Common Pleas - Orphans ' Court i Division. i AND in consideration of the aforesaid settlement being made i without the aid of such Court of Common Pleas - Orphans ' Court Division, that we, and each of us, the said Maria Dever and Peter i A. Yelk do hereby agree that if any debts or demands other than i 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 Co- Executors such amounts thereof as may be necessary to pay such debts or demands. I IN WITNESS WHEREOF, we have hereunto set our hands and seals this 8th day of April 2515 . WITNESSED BY: (SEAL) Maria Dever (SEAL) LAW OFFICES Peter A. Yelk SNELSAKER& 3 BRENNEMAN. P.C. i i COMMONWEALTH OF PENNSYLVANIA) SS. COUNTY OF CUMBERLAND) On this the 8th day of April 2013, before me, a Notary Public in and for said State and County, the undersigned officer, personally appeared Maria Dever and Peter. A. Yelk, 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 COMMONWEALTH Ox PENNSYLVANIA Notarial seal Sandra K,Showers,Notary Public Mechanl6burg Boro,Cumberland county , MY Commission 150"NOV.22.MIS MEMBER.PEtai511.VMt[A AssoCUt7oN of MOT I i 1� LAW CFFC.Es SNELSAKER$ j BRENNEMAN, P.C. A i ESTATE NO.21-10-1046 FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED DISTRIBUTION OF AND BY MARIA DEVER AND PETER A. YELK, CO-EXECUTORS OF THE ESTATE AND UNDER THE LAST WILL AND TESTAMENT OF MARCIA C.AGRAFIOTIS,A1KtA MARCIA AGRAFIOTIS YELK, DECEASED, LATE OF HAMPDEN TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA Maria Dever and Peter A. Yelk, Co-Executors as aforesaid and Accountants herein, avers as follows: DATE OF DECEDENT'S DEATH: September 17, 2010 DATE LETTERS TESTAMENTARY ISSUED: October 15, 2010 DATES EXECUTRIX NOTICE ADVERTISED: Cumberland Law Journal October 29, November 5, 12, 2010 The Sentinel November 5, 12, 19,2010 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: t U.S. Savings Bonds, 18 series"E"savings bonds with $1,000.00 face value $ 95,531.60 2. 2007 Saturn Ion 3, Kelly Blue book value 7,625.00 3. Member's 1st Federal Credit Union, savings account#72745-00 53.63 4. Member's 1st Federal Credit Union, checking account#72745-11 527.52 5. Member's 1st Federal Credit Union, savings account#219324-00 25.16 6. Member's 1st Federal Credit Union,checking account#219324-05 2,314.10 7. Highmark, refund due the decedent 112.47 8. Household goods, sale proceeds 3,291.03 9. The Hartford, refund due the decedent 18.00 10. United States Treasury, refund penalty on 8131111 Fiduciary Tax return 1,228.29 11. PA Department of Revenue, inheritance tax refund 25.51 12. Heritage Medical Group, refund overpayment made by estate 2130 TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, DEBITS: $ 110,774.61 PERSONALTY-PRINCIPAL ACCOUNT CREDITS i The Accountants claim credit for the payment of the following items from Decedent's Personalty Account: 1. PNC Bank, check printing fees $ 66.95 2. Register of Wills, Agent, estimated Inheritance Tax payment 9,500.00 3. Kohl's, payoff credit card debt 121.58 LAW or71cES 4. Ally Financial, auto loan payoff 4,525.84 j SNELBAKER& 5. Michael Langan, personal taxes 11.00 !, BRENNEMAN, P.C. 6. Holy Spirit Hospital, medical services 28.07 i Page I i 7. Heritage Medical Group, medical services 35.41 & PNC Bank, NSF fee 25.00 9, Peter A. Yelk, reimburse for funeral&burial expenses 10,782.20 10. Ariel Bojeun, gift for college books 500.00 11. Register of Wills,Agent, Inheritance Tax payment 650.89 12. Register of Wills, filing fee for Inheritance Tax return 15.00 13. Register of Wills, additional probate fee 50.00 14. The following checks from Member's First Federal Credit Union cleared after 360.42 date of death: a. Check#7770 written for$215.10 b. Check#7768 written for$25.00 c. Check#7766 written for$15.32 d. Check#7767 written for$80.00 e. Check#7771 written for$25.00 15. Member's 1 st Federal Credit Union, payment on visa credit card from checking 2,481.64 The following items will be paid at the time of distribution: 16. Snelbaker&Brenneman, P.C., attorney services 4,280.00 17. Snelbaker& Brenneman, P.C., costs advanced as follows: 617.90 a. Register of Wills, probate fees 323.50 b. Cumberland Law Journal, advertise Executor's Notice 75.00 1 c. The Sentinel, advertise Executor's Notice 219.40 18. Reserve for filing fees and accountant fees 1,000.00 TOTAL,PERSONALTY, PRINCIPAL ACCOUNT,CREDITS: $ 35,051.90 PERSONALTY-INCOME ACCOUNT DEBITS The Accountants charge themselves with the receipt of the following income from the investment of Personalty Principal: 1, PNC Bank, estate checking account, interest $ 19.15 2. PNC Bank, estate money market account, interest 303.58 3. Member's 1st Federal Credit Union, savings#72745-00, interest 0.15 4. Members 1st Federal Credit Union, savings#219324-05 interest 0.34 TOTAL, PERSONALTY, INCOME ACCOUNT, DEBITS: $ 323.22 PERSONALTY -INCOME ACCOUNT CREDITS The Accountants claim credit for the payment of the following items from the Personalty Principal Account: 1. Greenawalt& Company, P.C., preparation of Final Individual Tax returns $ 245.00 2. PA Department of Revenue, Fiduciary taxes ending 8/31/11 7.00 3. U.S. Treasury, Fiduciary taxes ending 8/31/11 24,330.00 4. Greenawalt&Company, P.C., preparation of Fiduciary taxes ending 8/31/11 650.00 5. U.S. Treasury, interest& penalty on Fiduciary taxes ending 8/31/11 1,270.99 6. PA Department of Revenue, Fiduciary taxes ending 8131/12 3.00 7. Greenawalt&Company, P.C., preparation of Fiduciary taxes ending 8/31/12 425.00 TOTAL, PERSONALTY, INCOME ACCOUNT, CREDITS: $ 26,930.99 LAW CK.MCES SNELBAKER& BRENNEMAN, P.C. i ( Page 2 II 1 REAL ESTATE-PRINCIPAL ACCOUNT DEBITS The Accountants charge themselves with the receipt of Decedent's Real Estate as follows: 1. Property known and numbered as 1339 Concord Road, Hampden Township, $ 175,880.80 Mechanicsburg, PA 17050, sale value 2. Keystone Land Transfer, Ltd, escrow refund 519.25 TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, DEBITS: $ 176,400.05 REAL ESTATE -PRINCIPAL ACCOUNT CREDITS The Accountants claim credit for the payment of the following items from Real Estate Principal Account: 1. Real Estate settlement charges as follows: $ 20,174.55 a. Sellers assist 4,000.00 b. County/Township taxes 479.50 c. Notary fee &tax certification fee 20.00 d. Deed preparation 150.00 e. Transfer taxes 1,750.00 f. Home warranty 495.00 g. Radon Mitigation/home inspection 1,670.00 h. Sewer 155.05 i. Realtors commission 10,455.00 j. Escrow funds for repairs to real estate 1,000.00 2. Bruce Dunlavy, house repairs 1,285.50 3. Hampden Township, sewer/refuse services 831,80 4. PPL, electric service 2,290.09 5. Tru Green, lawn services 30.96 6. The Hartford, homeowners insurance premium 200.36 7. Michael Langan, real estate taxes 4,024.44 8. Maria Dever, carpet and installation fee 300.00 9. Shane Bouder, house repairs 450.00 10. Good's Tree Service, tree removal 2,580.00 11. Dan White's Plumbing, house repairs 258.50 12. Pete Markley Construction, Inc., house repairs 165.00 TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, CREDITS: $ 32,591.20 REAL ESTATE -INCOME ACCOUNT DEBITS The Accountants charge themselves 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 oRRices The Accountants claim credit for the payment of the following items SNELBAKER EL from the Real Estate Income Account: $ NONE BRENNEMAN, P.C. TOTAL, REAL ESTATE, INCOME ACCOUNT, CREDITS: $ NONE '... Page 3 I ' RECAPITULATION PERSONALTY: PRINCIPAL ACCOUNT: Debits $ 110,774.61 Credits $ 35,051.90 Balance $ 75,722.71 INCOME ACCOUNT: Debits $ 323.22 Credits $ 26,930.99 Balance $ (26,607.77) TOTAL PERSONALTY $ 49,114.94 REAL ESTATE: PRINCIPAL ACCOUNT: Debits $ 176,400.05 Credits $ 32,591.20 Balance $ 143,808.85 INCOME ACCOUNT: Debits $ NONE Credits $ NONE Balance $ NONE TOTAL REAL ESTATE: 143,808.85 TOTAL FOR DISTRIBUTION: $ 192,923.79 LAW O ICES SNELBAKER BL BRENNEMAN, P.C. �i Page 4 STATEMENT OF PROPOSED DISTRIBUTION Maria Dever and Peter A. Yelk, Co-Executors and Accountants herein, proposes to distribute the balance of the Estate of Marcia C.Agrafiotis a/k/a Marcia Agrafiotis Yelk, Deceased to wit: $ 192,923.79 in accordance with the Last Will and Testament of said Decedent as follows: 1. Maria Dever 50% of the residue as per Item 2A of Will $ 96,461.89 2007 Saturn Ion 3, In-Kind $ 7,625.00 Advance Distribution on 7/9/12 $ 60,000.00 Cash $ 28,836.89 2. Peter A. Yelk 50% of the residue as per Item 2B of Will $ 96,461.90 Cash $ 96,461.90 TOTAL FOR DISTRIBUTION: $ 192,923.79 LAW OFFICES SNELBAKER SC BRENNEMAN, P.C. I Page 5 COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND Maria Dever and Peter A. Yelk, being duly sworn according to law deposes and says: that they are the Co-Executors of the Estate and under the Last Will and Testament of Marcia C.Agrafiotis a/k/a Marcia Agrafiotis Yelk„ 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. "✓V Maria Dever Co-Executor and Accountant VjV- Peter A. Yelk Co-Executor and Accountant Sworn to and subscribed before me this 8th day of April 2013 Notary Public COMMONWEALTH OF PENNSYLVANIA Notarial Seal Sandra K.Showers,Notary Public MechanloMNg Bolo,Cumberland County My CommlssWn Expires Nov.22,2015 MEMBER,PENNSYLVANIA A;SOQA710N OF NOrARI LAW 0MCES SNELBAKER& BRENNEMAN, P.C. '. I Page 6