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Home My WebLink About06-10-13 I Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF i CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: Arthur F Ed in Date of Death: 12/2312010 File Number: 21-11-0039 t Pursuant to Pa. O.C. Rule 6.12, 1 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 Cl. 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. I A copy of the Family Settlement Agreement is attached to this report. Date Signature of Person Filing this Form Capacity: ❑ Personal Representative ® Counsel .t - Marielle F. Hazen Esq. #68003 ,;z Name of Person Filing this Form >r o LU 2000 Linglestown Road c:5 c> s w Suite 202 � m Address w _Harrisburg, PA 17110 � �' o V cr7 shers.zip " 717-540-4332 Telephone Form RW f0 Rev.1043-2006 Copyright(c)2006 form software only The Lackner Group,Inc n./, V/ i FAMILY SETTLEMENT AGREEMENT AND FINAL RELEASE IN THE ESTATE OF ARTHUR F. EDGIN, DECEASED KNOW ALL MEN BY THESE PRESENTS, that WHEREAS ARTHUR F. EDGIN, late of North Middleton Township, Cumberland County, Pennsylvania, deceased, died testate on December 23, 2010, having first made his Last Will and Testament, which was duly executed on November 30, 2010 and is duly recorded in.Cumberland County Courthouse, Register of Wills, File No. 21-11-0039; WHEREAS, ARTHUR F. EDGIN, by the aforesaid Last Will and Testament, named CURTIS A. EDGIN and DIANE L. MILLER as Co-Executors 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 CURTIS A. EDGIN and DIANE L. MILLER on January 10, 2011, hereinafter called Personal Representatives; WHEREAS, the Personal Representatives have gathered the assets of the estate of the decedent, and the assets consist of real and personal property to a total value of$366,607.72 as set forth in Exhibit A, which is a statement of account of the said Personal Representatives, 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 1, CURTIS A EDGIN,Trustee, being the Trustee of the Testamentary Trust for the Benefit of Julia R. Edgin and the Testamentary Third Party Special Needs Trust for the benefit of Julia R. Edgin, both created pursuant to the terms of the Last Will and Testament of Curtis A. Edgin, and being the sole beneficiaries of the estate of Curtis A. Edgin, do hereby acknowledge that I have this day received from the Personal Representatives, in full satisfaction and payment, all sum or sums of money, legacies, bequests and devices as are given, devised and bequeathed to the trusts, which amounts I have received this day, and which amounts are set opposite the trusts in the table and schedule of distribution in the statement attached hereto and marked Exhibit A; AND, I do hereby stipulate that in order to avoid th-° expense and time involved in the filing of a formal account and schedule of distribution, I agree that no account is necessary; and I 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, I do hereby remise, release, quit claim and forever discharge the Personal Representatives, Curtis A. Edgin and Diane L. Miller, their 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 I do further hereby covenant and agree that should any liability come due to the estate of the decedent after the signing of this agreement, I do hereby covenant and agree with the Personal Representatives that I will contribute pro rata the trusts' 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 Representatives after the signing, sealing and delivery of this Family Settlement Agreement and Final Release. i IN WITNESS WHEREOF, we have hereunto set our hands and seals this 1' day of 2012. ( _ WitnesU — Q CURTIS A. 1315GINN — Estate of Arthur F. Edgin COMMONWEALTH OF MASSACHUSETTS } County of Nam eh / s$' On this the 1St day of 2012, before me, a Notary Public, the undersigned officer, personally appeared Curtis A. Edgin, 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 IWblic DOD 12!23 2q STATE OF ARTHUR F•EOO1N STATEMENT OF ACCOUNT-"HiSIT Mid Penn Revised 72/7/2672 Mrd PenPe„" nCkin Act#9079079 smote sets Mb� k Cb#309002187 Mid Penn Bank CD#3090, D aloe Bank CU� #00_ aloe Mid $ _ 5G,677.65 Mid Penn Bank C �"`- E - 6_ 84289 4 Sus ueha Cnan Orin Bank Reserve ��' E �65�,777,24 Chasa Cato' ,ery t �0�199� $ De osit 5/3/1, -- 51,27,2 g 2-US 7reasu $ 9000,00 Tot' E -_ 114.766,10 Estate Assets $ 7,24677 E 9.'0 367,067.72 MO -annuit�7 Assets h¢1d Jointl with Mid Penn Bank Ckln'q-��_"" SP°us¢ Mar an Stank SIX.#1057788 Total- - D�D yalo Oust -«zAAct #604 0' p Q Al $29,000.00 e ank Ckiri Aci '. 42-Od5-dT ----�7ot�a1-$27002,56 $ 74.500.00 O rsllyBa„k CD R, k`I0p00270793-JT ioiai.$3 --� 13,507 29 OWn Bank COA, 913-J7 -- 7otaal-$,1,867.60 = 17,500.00 udenn f Sink CD AC1"00002�360-JT ----- l$15,000.00 $ 5.943_82 Sawn s Bonds JT ~- J-T"----- �`'`$7-'0 030 06 7.500 00_ J7 �TOtai-$'S 158.48 $ 5 000 f Total -- $ 3 60600 la $45,02 2.90,00 Total Joint Assts Tol- @00 $ 1,300.00 Total Assess $ 22,512.50 90,936.84 458,004.56 CIIIienS Citizens Bank Estate ACCT.#62 income Bank Estate A'�9`-,114-1nI rest 8 Citizens Bank cct#6222402074-into 2111'-- _ $ Received Cin'zens Estate ACCT #62224 Gina..Bank Estate Acci'"'- Interest 317 t 001 Estate AC '#62224920?4-fniere� si- d-' f--"' $ Citizens c1.#622249209 -1 !'-' -- $ 0.05 Citizens Bank Estee Aoct #6222492014 Interest 5fl -�� 0,05 Citizens Bank EStatee Ac,, 92014-Interest CIlizens Bank Estate qCd #6222492014:interest 711 Citizens paokEst"-aie?�t#8222492pi4-int, erect 8`tt Cifkens Bank EsA�-K6?22492ota-Interest 9171"'-^ Clliz¢ns Bank Esata qqy,{ 222492014 ni¢rwt 4 a'16 CitiZeryS yank Estate A¢4Y.#6 Interest1 if11``- $ erect _ 0.16 Cifizans gam nk Es�at q tt #6222492- py4-interest 7 121 $ Citizens Bank Estai_ e� ct22452014. $ Cil¢ens yank Estate Acet.#622249201 �t1s- 3112 0.16 e Citizens Bank Estatepcct 2-_._492pi;Linf¢�reest 4112---_____'''--- $ 016 Cdizens Sank''-'#62224'92014- g U 78 Citizens Bank #6222492014_Interest 5112 $ 0.76 Irt Citizens Bank=eAA F'_�2 24920 i4.t 6112 $ 1.13 Citizens Bank Esiateq 222402014-Interesf`efi2' - $ Citizens Ban ateA�t #6222492014-Interesl'gfi2 _, g"' 1.10 Cdizens Bank E cd.#6222492014- X10/,2 _� S 1.14 Cdizens Bank ESiatIe ASCt.#623 .4132623 -4132 X4-6 interest l0/t2 $ -_114 Citizens Bank Estate Acq.#623231-404- Interest 4717 $ i..0 Citize"S Bank-Bank -ate-A,CCt.#823231_404-6-Intere�l Sfi t $ 0.16 Citizens Bank Estlate Acpt,#623231-40-64 -Intt�� `-'- $ 231.18 Ci/hens Sank Es ACIX.#62328_-___""'----- $ 272.42 Citizens iafa Acct.#8232---8 Interest 8/11 214.94 Bank Estate Rctt #623 31`04-'6--inioieres(9j17 -' $ 236.64 ifiz"Cit¢ensg EZe---�_23t-God-6-intere- sjj-!-'-. $ 17222 C&liens Ban -Accf.#623237-484.6 Blot-gr¢st-1-/t i'."�-- $ 162.73 CJtiZens Ba to #823123T-`6'loterest 121j $ 123, -_�k Estate A`-- 404- Cdizens Bank Est 4 #623237-404- Interest 1112 $ 173 32 Citizens ate Acci #6 6-Illterest 271 -� Bank Estate A�3231-404-66-M-I 3/12 1 Citizens #623237 20842 Citizens Bank Estate ACCT #623231-404-6-jeterest 412 ----_�,� $ 117.76 Citizens Bank Estate qCq #623231.4 6'Interest'- -- 5,,2 $ 16533 Interest $Citizen k Estate AA f #'_231-gQ,`lnte es 7/12""----' $!149 56 Bank Estate CGaens Bank2state #6232'3t-qpq- $ Citizens Bank Acct1#623237 6'Interest 8112 --._� 117.77 Mb Penq 8 Es;a-e &23 31.404.8_iniereS19112 $ 90.62 Mid Penn Bank CD Act'#90 014404-5 erest 1012 $ 81.63 CD#309 79 income $ 82.90 MfR peon Ban tom' e' ?9o�a�llac g Mrd Penn Bank CD 309002646_ $ 80.47 Sus vehanna CD #309002964-into`-e at W=se otaccl 207.39 Svs uehanna`-0-72000019yg- me at dose o/day $ 565.21 CD#401240007998 erest tl.at cbsin $ 385.32 To $ Interest d.atier GOSln��- 229,99 tal 558.38 $ 4,44 $ 4,862.38 Expenses Fare!) To Be Paid Cumbedatl L J estate notice An FaFare!) n aw ournal- mou [il Home Medical-medical a ui merit rental lee S 75.00 S 75.00 Funeral meal- aid b Cunis $ 50.85 S 50.85 Funeral service- actor ianist r ram $ 822.00 5 922.00 Heath Funeral Home $ 170.00 S 170.00 Heath Funeral Home-remainin balance $ 9000.00 S 9000.00 Hazen Elder Law-fees $ 71.02 5 71.02 Hazen Elder Law-disbursements $ t4 300.00 S 14 300.00 He S iril Has ttal-medical $ 22.62 S 20.22 S 2.40 PA De t.of Revenue-2011 Pq Fid.laz $ 188.19 5 188.19 PA De t,of Revenue-2012 PA Fid.tax $ 131.00 S 131.00 Pinnacle Health Med Svcs-Harrisbur Hospital stay $ 44.00 S 44.00 Pinnacle Health Eme en S 53.86 $ 53.86 Quantum Ima in -medical 573.32 check retumetl as aitl account 23.71 S 23.71 Re isterof iNS-Probate Fees Re islet of WJls-Adtldional Probate Fees S 381.50 S 381.50 R ister of Wills- ,in fees for inher8ance taxlinvento S 50.00 $ 50.00 Richard P.Pa nski MD-hoc Nal care S 30.00 $ 30.00 Sentinel -e notice S 33.98 $ 33.98 Reserve for at e S 276.02 5 276.02 Total S 25,837 075 $ 24 729.35 S 1,10x.40 Estate Assets Jo(nt Assets S 367067.72 Total Income S 90 936.84 TOTAL ASSETS S a 862.38 Less Total Ex arises f a62,866.9a Less Inhedtance Taz 5 25 813.75 TOTAL 5 (4.169,92) S 432,843.27 Distribution a is Jdnt Assets distributed out' ht to S use Distribution Distribution to Testaments Su n Trust $ 9D 936.84 Distribution to Testaments 310 Party SNT $ 53 344.25 TOTAL $ 288,562.18 $ 432,843.27 Adual cash disinbution mayincresse ordeaease based on receipt of additional assets orincome,presentation of an obtaa'on,and brpayment of edditional expenses,