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Home My WebLink About04-25-13 ESTATE OF' Robert: S . Rose Date of Death: 12/30/12 Social Security Number: RECEIPT , RELEASE , REFUNDING, AND INDEMNIFICATION AGREEMENT The undersigned, both Legatee and Executrix of the deceased by virtue of marriage, does hereby: 1 . Acknowledges that her husband, Robert S . Rose, deceased, died testate on Dec. 30, 2012; 2 . Acknowledges that she has been granted Letters Testamentary for the estate of Robert S. Rose, her husband, and that said Letters were taken out on Jan. 25, 2013; 3. Acknowledges that preparation and filing of the within named Exhibit A, which has been prepared to acquaint all interested parties in the transactions of the estate . 4 . Acknowledges, the said Janet H. Rose, as executrix of the estate of Robert S . Rose, has gathered the assets of the estate of the said decedent and the assets [consisting of both real property and personal property] to the total value of $104 , 137 . 44 , as set forth in Exhibit A, which is a statement of account of the said executrix and which is attached hereto and made a part hereof, and marked "Exhibit A"; S . Acknowledges the debts and deductions in the said estate, amount to $12, 765. 21, (as shown in Exhibit A) leaving a balance for distribution of $91, 372 . 23; 6. Acknowledges the balance for distribution as shown in the said statement marked Exhibit A has been distributed as therein indicated in accordance with the terms of the last will and testament of the said Robert S. Rose; 7 . Release herself, as Executrix of the estate of Robert S . Rose, and her heirs and personal representatives, from all liabilities, whether due to her negligence or otherwise, why h she may have by reason of her administration of the estate; ndm � ° n �? o 8 . Declare that this instrument shall be legal%y�a 'd-;E g upon her, her personal representatives, successors ais .M o Z {P R p C7 T C-> T C C M- r M C a rt -.1 IN WITNESS WHEREOF, I have hereunto set my hand and seal this day of April, 2013 . -- — �e a l 2 Jane Rose Executrix and Legatee Subscribed and sworn to by Janet H. Rose before me this day of April, 2013 . Notarial Seal Sherryne Up., ran Notary Public Fannett Up.,Franklin County Notary ub 11 c My Commission Expires May 5,2415 Exhibit A FIRST AND FINAL ACCOUNT FIRST AND FINAL ACCOUNT OF Janet H. Rose, Executrix FOR ESTATE OF ROBERT S . ROSE, Deceased Date of Death: De. 30, 2012 Date of Executrix' s Appointment : Jan. 25, 2013 Accounting for the Period: Jan. 25, 2013 to April .23 , 2013 Purpose of Account ; Janet H. Rose, Executrix, offers this account to acquaint interest parties with the transactions that have occurred during her administration. The account also indicates the proposed distribution of the estate. It is important that the account be carefully examined. Requests for additional information or questions or objections can be discussed with: Richard L. Bushman, Esquire Counsel to the Estate 16767 Path Valley Road P.O. Box 51 Spring Run, PA 17262-0051 2 SUMMARY OF ACCOUNT Fiduciary Current Acquisition Page Value Value Proposed Distribution to Beneficiaries $91, 372 .23 Principal Receipts $104, 137 . 44 0 . 00 104 , 137 . 44 Less Disbursements : Debts of Decedent $ 0 . 00 Funeral Expenses 6, 758 . 58 Administration Expenses 508 . 70 Fees and Commissions 5, 49'7 . 93 12, 765 . 21 Balance before Distributions 91, 372 . 23 Distributions to Beneficiaries Principal Balance on Hand 91, 372 . 23 For Information : Investments Made Changes in Investment Holdings Income Receipts $ 0. 00 Less Disbursements 0 . 00 Balance Before Distributions 0 . 00 Distributions to Beneficiaries 0 . 00 Income Balance on Hand 0 . 00 Combined Balance on Hand 91, 372 . 23 3 RECEIPTS OF PRINCIPAL Fiduciary Acquisition Cash: Value Genworth Life Ins . 1, 560 . 21 Genworth Life Ins . 2, 535 . 97 USAA 911 . 23 M & T Bank, checking 78, 369. 96 M & T Bank, savings 20, 760 . 07 104, 137 . 44 DISBURSEMENTS OF PRINCIPAL Funeral Expenses Bricker Fogelsonger Funeral Home 6, 758 . 58 . 00 6, 758 . 58 Administration Expenses Register of Wills : JCS fee 23 . 50 Cumberland Law Journal-estate adver- 75 . 00 tising The Sentinel--estate advertising 115 . 20 letters 210 . 00 will 15. 00 short certificates 25 . 00 Recorder of Wills (recording fee on 5 . 00 One Hess Release) inventory 15 . 00 PA Inheritance Tax Return filing fee15 . 00 automation fee 5 . 00 Sherry Rosenberry, Notary Public 5. 00 . 00 508 . 70 Fees and Commissions Richard L. Bushman, Esquire, attor- 5, 497 . 93 5, 497 . 93 ney' s fees 12 ,765 .21 9 PRINCIPAL BALANCE ON HAND Cash 91, 372 . 23 91, 372 . 23 PROPOSED DISTRIBUTIONS TO BENEFICIARIES Current Fiduciary Per Article SECOND of Will: value Acquisition Value TO: Janet H. Rose 91, 372 . 23 91, 372 . 23 TOTAL: 91, 372 . 23 5 Janet H . Rose, Executrix under the Last Will and Testament of Robert S . Rose, Deceased, hereby declares under oath that said Executrix has fully and faithfully discharged the duties of her office; that the foregoing First and Final Account is true and correct, and fully discloses all significant transactions occurring during the accounting period; that all known claims against the estate have been paid in full; that, to her knowledge, there are no claims now outstanding against the Estate; and that all taxes presently due from the estate have been paid. Jane . Rose Executrix Subscribed and sworn to Sherry A. Rosenbery, a Notary Public, by Janet H. Rose this �7,3 day of April, Notarial Seal 2013 . perry A.Rosenberry,Notary Public : nnett Twp., Franklin County mmission Expires May 5,2015 LIZ Sherry Rosenberry Notary Public Notarial Seal Sherry A.Rosenberry,Notary Public Fannett Twp.,Franklin County My Commission Expires May 5,2016