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Pa. O.C. Rule 6.12 STATUS REPORT
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
Name of Decedent: Grace S Stuart
Date of Death: 10/0912011 File Number: 21-11-1066
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.
Receipt and Release for each Co-ExecutoNCo-Trustee/Beneficiary(2 persons) has been filed
and are attached.
Date 07/22/2013
Signatu2 0/Person Filing this Form
Capacity: � Personal Representative � Counsel
: �; �
! `` Arnold B Kogan #06849
, -� Name of Person Filing this Form
- 4250 Crums Mill Road
; . - PO Box 6991
. ` Address
-j
��- -��� :.. - ' Harrisburg, PA 17112
.
w..� ._
� ._
8.:::. ''- , : ��� Cdy.State,Zip
�-�" �� -=' �`:�� 717-234-4161
�, _� -
L:,.° ' r-� �"� ::J Telephorre
Form RW-10rFtev.�10-13-2006� �' Copyright(c)2006 form soflware only The Lackner Group,Inc. \
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ACKNOWLEDGEMENT
COMMONWEALTH OF MASSACHUSETTS :
. SS.
COUNTY OF BARNSTABLE .
i
On this�_day of July, 2013, before me, the undersigned officer, personally appeared
Ann Elizabeth Stuart personally known to me or satisfactorily proven to be the person whose
name is subscribed to the foregoing Final Receipt, Release and Refunding Agreement and
acknowledged that she executed the foregoing instrument for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
/���.-, e`J �
Notary Public
[SEAL]
MARCIA DONOVAN
Notary Pu41ic
Commoewedth d Mas�chusetts
My Commission Expires
October 6,2017
{00586080;v1}
Grace S.Stuart Estate
Schedule of Distributions to Heirs
8alance of Merrill Lynch Account No.XXX-XX125 as of 6/28/13 $307,173.17
Less outstanding checks:
Check# Payee Amount
270 Goldberg Katzman, PC $5,834.26
269 Jerry Sweeten 92.22
271 Harrisburg Cemetery Assoc. 122.70 ($6,049.18)
Balance in Merrill Lynch Account, net outstanding checks, before distributions $301,123.99
Advancement to James A.Stuart, III of 3507 N. Front St.,Susquehanna Twp., PA 155,000.00
Total estate $456,123.99
Divided by 2 heirs 2
Equal shares $228,062.00
Less advancement given to James Allan Stuart, III ($155,000.00)
Balance due James Allan Stuart, III $73,062.00
Amount due Ann E.Stuart:
Balance in Merrill Lynch Account $301,123.99
Amount due James A.Stuart ($73,062.00)
Ann E.Stuart's equal share $228,062.00
Balance due lames Allan Stuart, III $73,062.00
Balance in Merrill lynch Account, net outstanding checks, before distributions $301,123.99
1996 Trust Agreement,Article VI1, Paragraph 7.b:
b.Advancement.The Settlor has made a gift of a property known and numbered as 3507 North Front Street,Susquehanna Township,
Dauphin County,Pennsylvania to her son and his wife,ROBIN NEENAN STUART.The property has been appraised at a fair market value
of One Hundred Fifty-Five Thousand Dollars($155,000.00).The fair market value of the property of One Hundred Fifty-Five Thousand
Dollars($155,000.00)is on account of and against whatever may be coming to Settlor's son from her assets by way of inheritance or
under this will or under this Trust.The said sum shall be considered as part of her assets,but shall be deduded from Settlor's son's
combined share of the Settlor's estate(whether rec^'ived by inheritance or under Settlor's will)and Trust assets.The net balance of
the Settlor's son's combined share of the Settlor's estate and Trust Assets shall be calculated as follows:(1)For the purposes of
calculation of the Settlor's son's share only the said sum of One Hundred Fifty-Five Thousand Dollars($155,000.00)shall be added to
Settlor's net combined estate and Trust Assets available for distribution(Gross Amount less expenses and liabilities including taxes),
(2)each beneficiary's share under the Settlor's Will and this Trust shall first be calculated as if Settlor's combined Trust assets and
estate included the said sum,(3)the said sum of One Hundred Fifty-Five Thousand Dollars($155,000.00)shall then be deducted from
Settlor's son's share to the extent his combined share equals or exceeds said sum.
Initials: �
Exhibit A to Heir Release Page 1 of 2 00653789.XLSX
Grace S.Stuart Estate
Schedule of Distributions to Heirs
Prior Distributions from Estate and Trust Account(Post death of Grace StuartJ
Ann E Stuart
10/20/11 First Partial distribution of cash to Ann E.Stuart $25,000.00
10/25/11 Second Partial distribution of cash to Ann E.Stuart 3,000.00
11/3/11 Distribution of stock and other securities to Ann E.Stuart-
One-half of all securities in Merrill Lynch Account 349,782.31
Total prior distributions to Ann E.Stuart $377,782.31
James Allan Stuart, I11
10/25/11 Second Partial distribution of cash to James Allan Stuart, III $25,000.00
11/3/11 Distribution of stock and other securities to James Allan Stuart, Itl 3,000.00
10/20/11 First Partial distribution of cash to James Allan Stuart, 111-
One-half of all securities in Merrill Lynch Account 349,782.31
Total prior distributions to James Allan Stuart, III $377,782.31
Initials:
Exhibit A to Heir Release � Page 2 of 2 006537 9.XLSX
Pa. O.C. Rule 6.12 STATUS REPORT
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
Name of Decedent: Grace S Stuart
Date of Death: 10/09/2011 File Number: 21-11-1066
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.
Receipt and Release for each Co-Executor/Co-Trustee/Beneficiary(2 persons) has been filed
and are attached.
Date 07/22/2013
Signature of Person Filing this Form
Capacity: � Personal Representative � Counsel
, �
` ` Amold B Kogan #06849
. -t Name of Person Filing fhis Form
: 4250 Crums Mill Road
. .__. "- PO Box 6991
� . , �
._ -�
Address
�� �-��� : � - ' Harrisburg, PA 17112
f'r, �� : _ L'.J City,State,Zip
`} . . __; '�'� 717-234-4161
L:," : c�-� `"� ��S Telephone
Form RW-10�''iev.0.13-20D6 J C-S' Copyright(c)2006 form software onty The Lackner Group,Inc. \
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__ ,�. � , � ... .., � s _ � __
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
Estate of GR.ACE S. STUART :
deceased, : No. 2011-01066
Late of Camp Hill Borough :
RECEIPT AND RELEASE
The undersigned,JAMES ALLAN STUART,III,legatee under the Will of Grace S. Stuart,
deceased, hereby:
1. Acknowledges receipt of prior partial distributions of $377,782.31, and a final
distribution of$73,062.00 from the Estate and Trust of Grace S. Stuart,adjusted for advancement to
James Allan Stuart, III, all as set forth on Exhibit A (consisting of 2 pages) to this Receipt and
Release (consisting of 2 pages, including the Acknowledgment) and initialed by me.
2. Releases, remises, quitclaims and discharges James Allan Stuart, III and Ann
Elizabeth Stuart, as Co-Executors/Trustees of the estate and trust of Grace S, Stuart,deceased,and
Goldberg Katzman, P.C., Counsel for the Estate and Trust, and their heirs and personal
representatives,successors and assigns from all claims,liabilities,suits and causes of actions arising
out of or concerning the administration of the above-referenced decedent's estate.
3. Agrees that this Release shall be binding upon him,his heirs,successors and assigns
and may be recorded in the discretion of Counsel for the Estate and Trust.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this _�5� day of
, 2013.
WITNESS:
JAMES LLAN STUART, III
{00586077;v1}
ACKNOWLEDGEMENT
COMMONWEALTH OF PENNSYLVANIA . ��
. SS.
COUNTY OF DAUPHIN .
On this�_day of July, 2013, before me, the undersigned officer, personally appeared James
Allan Stuart,III personally known to me or satisfactorily proven to be the person whose name is
subscribed to the foregoing Fina1 Receipt,Release and Refunding Agreement and acknowledged that
he executed the foregoing instrument for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal,.
� • �PT"
Notar ublic
[SEAL]
COMMONWFAI.TH OF PENNSYLVANIA '
Notarial Seal
Shirley M.Erb,Notary Public
Lower Paxton Twp.,Dauphin County
My Commisslon Expires Dec.10,2016
MEMBER,PENNSYLVAMA ASSOCIATIQM OF NOTARIES
{00586077;v 1}
Grace S.Stuart Estate
Schedule of Distributions to Heirs
Balance of Merrill Lynch Account No.XXX-XX125 as of 6/28/13 $307,173.17
Less outstanding checks:
Check# Payee Amount
270 Goldberg Katzman, PC $5,834.26
269 Jerry Sweeten 92.22
271 Harrisburg Cemetery Assoc. 122.70 ($6,049.18)
Balance in Merrill Lynch Account, net outstanding checks, before
distributions $301,123.99
Advancement to James A.Stuart, III of 3507 N. Front St.,Susquehanna Twp., PA 155,000.00
Total estate $456,123.99
Divided by 2 heirs � Z
Equal shares $228,062.00
Less advancement given to James Allan Stuart, III ($155,000.00)
Balance due James Allan Stuart, III $73,062.00
Amount due Ann E.Stuart:
Balance in Merrill Lynch Account $301,123.99
Amount due James A. Stuart ($73,062.00)
Ann E. Stuart's equal share $228,062.00 �
Balance due James Allan Stuart, III $73,062.00
Balance in Merrill Lynch Account, net outstanding checks, before
distributions $301,123.99
1996 Trust Agreement,Article VII, Paragraph 7.b:
b.Advancement.The Settlor has made a gift of a property known and numbered as 3507 North front Street,Susquehanna Township, '
Dauphin County,Pennsylvania to her son and his wife,ROBIN NEENAN STUART.The property has been appraised at a fair market value
of One Hundred Fifty-Five Thousand Dollars($155,000.00).The falr market value of the properry of One Hundred Fifty-Five Thousand
Dollars($155,000.00)is on account of and against whatever may be coming to Settlor's son from her assets by way of inheritance or
under this will or under this Trust.The said sum shall be considered as part of her assets,but shall be deducted from Settlor's son's
combined share of the Settlor's estate(whether rec^�ived by inheritance or under Settlor's will)and Trust assets.The net balance of
the Settlor's son's combined share of the Settlor's estate and Trust Assets shall be calculated as follows:(1j For the purposes of
calculation of the Settlor's son's share only the sald sum of One Hundred Fifty-Five Thousand Dollars($155,000.00)shall be added to
Settlor's net combined estate and Trust Assets available for distribution(Gross Amount less expenses and liabilities including taxes),
(2)eacli beneficiary's share under the Settlor's Will and this Trust shall first be calculated as if Settlor's combined Trust assets and
estate included the said sum,(3)the said sum of One Hundred Fifty-Five Thousand Dollars($155,000.00)shall then be deducted from
Settlor's son's share to the extent his combined share equals or exceeds said sum.
Initials
Exhibit A to Heir Release Page 1 of 2 00653789.XLSX
Y
Grace S. Stuart Estate
Schedule of Distributions to Heirs
Prior Distributions from Estate and Trust Account(Post death of Grace StuartJ
Ann E Stuart
10/20/11 First Partial distribution of cash to Ann E. Stuart $25,000.00
10/25/11 Second Partial distribution of cash to Ann E.Stuart 3,000.00
11/3/11 Distribution of stock and other securities to Ann E.Stuart-
One-half of all securities in Merrill Lynch Account 349,782.31
Total prior distributions to Ann E. Stuart $377,782.31
lames Allan Stuart, III
10/25/11 Second Partial distribution of cash to James Allan Stuart, III $25,000.00
11/3/11 Distribution of stock and other securities to James Allan Stuart, III 3,000.00
10/20/11 First Partial distribution of cash to James Allan Stuart, III-
One-half of all securities in Merrill Lynch Account 349,782.31
Total prior distributions to James Allan Stuart, III $377,782.31
Initia • r
Exhibit A to Heir Release Page 2 of 2 0065378 .XLSX
4
REGISTER OF WILLS OF CUMBERLAND COUNTY,PENNSYLVANIA
ORPHANS' COURT DIVISION
Esta.te of GRACE S. STUART :
deceased, : No. 2011-01066
Late of Camp Hill Borough .
RECEIPT AND RELEASE
'The undersigned,ANN ELIZABETH STUART,legatee under the Will of Grace S. Stuart,
deceased,hereby:
1. Acknowledges receipt of prior partial distributions of $377,782.31, and a final
distribution of$228,062.00 from the Estate and Trust of Grace S. Stuart,adjusted for advancement
to James Allan Stuart, III, a11 as set forth on E�ibit A(consisting of 2 pages)to this Receipt and
Release(consisting of 2 pages, including the Acknowledgment) and initialed by me.
2. Releases, remises, quitclaims and discharges James Allan Stuart, III and Ann
Elizabeth Stuart,as Co-Executors/Trustees of the estate and trust of Grace S. Stuart,deceased,and
Goldberg Katzman, P.C., Counsel for the Estate and Trust, and their heirs and personal
representatives,successors and assigns from all claims,liabilities,suits and causes of actions arising
out of or concerning the administration of the above-referenced decedent's estate.
3. Agrees that this Receipt and Release shall be binding upon her, her successors and
assigns and may be recorded in the discretion of Counsel for the Estate and Trust.
�
IN WITNESS VVHEREOF, I have hereunto set my hand and seal this �day of
� ,2013.
� SS: ,� �
� � ` ,-,- l r ,�,be�/�, u.,ei.t,.'
� �
' ANN LIZABETH ST'UART
{00586080;v1}
ACKNOWLEDGEMENT
C01��1VIONWEALTH OF MASSACHUSETTS :
. SS.
COUNTY C}F BA,RNSTABLE .
�
On this��_day of 3uly, 2013, before me,the undersigned officer,personally appeared
Ann Elizabeth Stuart personally known to me or satisfactorily proven ta be the person whose
name is subscribed to the foregaing Finai Receipt, Release and Refunding Agreemeut and
acknawledged that she executed the foregoing instr.ument for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
/'2. ` �c*"
Notary Public
[SEAL]
lUTARCIA Q{3NflVAN
Notary Ru�iic
Comnanweoltl►a�Mass�chus�tts
My Commiss�rn Expines
Octc�6,2017
{00586080;v1}
+�.
Grace 5.Stuart Estate
Schedule af Distributions to Neirs
Salance of Merrili Lynch Accaunt No.XXX-XX125 as of 6/28/13 $3Q7,173.17
less outstanding checks:
�heck# Payee Amaunt
270 Galdberg Katzman, PC $5,834.26
259 Jerry Sweeten 92.22
271 Harrisburg Cemetery Assoc. 122.70 �$6,fl49.18}
Balance in Merriil l.ynch Account, net autstanding checks, befare distributions $301,123.99
Advancement to James A.Stuart, !il of 3507 N. Front St.,Susquehanna Twp., PA 155,OOQ.00
Tatalestate $456,123.99
Divided by 2 heirs 2
Equaf shares $228A62•00
less advancement given ta James Ailan Stuart,{�� {$155,000.00)
Balance due lames Allan Stuart, iil $73,0&2.00
Amount due Ann E. Stuart:
Balance in Merritl Lynch Account $301,123.99
Amount due James A.Stuart ($73,062.00}
Ann E.Stuart's equa)share $228,462.40
Balance due�ames Allan Stuart, t#1 $73,062.00
Balance in Merrill Lynch Account,net outs#anding checks, before distributions $301,123.99
1996 Trust Agreement,Article VII,Paragraph 7.b:
b.Advancement.Tfie Settlor has made a gift of a property known and numbered as 3507 Nor[h�ront Street,Susquehanna Township,
Dauphin County,Pennsylvania to her son and his wife,ROBIN NEENAN STUART.The property has been appraised at a fair market value
of One Hundred Fifty-Five Thousand Dai{ars{$155,OOd.00}.The fair market vaiue of the property of One Hundred Fifty-Five Thousand
Dollars{$155,000.00)is on account of and against whatever may be coming to Settlor's son from her assets by way of inheritance or
under this wiil or under this Trust.The said sum shal(be considered as part of her assets,bat shalE be deducted trom SettEar's son"s
wmbined share of the Settlor's estate(whether rec^�ived by inheritance or under Settlor's wfll)and 7rust assets.The net balance of
the Settlor's son's cornbined share of the Settlar's esta#e and Trust Assets shail be caltuiated as folEows(1}for tfie pur�ses of
calculation of the Settlor's son's share only the said sum oP One Hundred Fifty-Ffve Thousand Dollars($155,000.00)shall be added to
Settlor's net cambined estate and Trust Assets available fnr distrlbution{Grass Amaunt Iess expenses and Iiabi(ities including taxes},
(2)each beneficiary's share u�der the 5ettlor's Will and this Trust shall first be calculated as if Settlor's combined Trust assets and
estate intluded the said sum,{3}the said sum of CFne Hundred Fifty-Five Thousand Dallars($155,000.�}sfiall then be deducted fram
Settlar's son's share to Yhe extent his combined share equals or exceeds said sum.
Initials: yf���
Exhibit A#a Heir ReEease Page 1 of 2 00653789.XESX
.
Grace S.Stuart Estate
Schedule of Distributions to Heirs
Prior Distributions from Estate and Trust Account(Post death of Grace Stuart)
Ann E Stuart
10/20/11 First Partial distribution of cash to Ann E.Stuart $25,000.00
10/25/11 Second Partial distribution of cash to Ann E.Stuart 3,000.00
11/3/11 Distribution of stock and other securities to Ann E.Stuart-
One-half of all securities in Merrill Lynch Account 349,782.31
Total prior distributions to Ann E.Stuart $377,782.31
James Allan Stuart, 111
10/25/11 Second Partial distribution of cash to James Allan Stuart, III $25,000.00
11/3/11 Distribution of stock and other securities to James Allan Stuart, I11 3,000.00
10/20/11 First Partial distribution of cash to James Allan Stuart, III-
One-half of all securities in Merrill Lynch Account 349,782.31
Total prior distributions to James Allan Stuart, I11 $377,782.31
Initials:
Exhibit A to Heir Release � Page 2 of 2 006537 9.XLSX