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HomeMy WebLinkAbout08-26-13 IN THE CUURT OF COMMON PLEAS OF CUMBERLAND Ct}UNTY, PENNSY[.VANIA t3RPHANS' CQURT LiIVISICIN ESTAT`E OF GILBERT W. PRt7BST, DECEASED FILE NCi. 2013-00296 FAMILY AGREEMEIVT AND FINAL RELEASE THI3 AGREEMENT by and beYween JCINAS A. DIFFENBAUGH, as Gxecutor of the Estate of GILBERT W. PROBST, Deceased, and DANIEL L. PROBST, BRENDA D. J{}FINSON, TARA NELSf1N-SHRAUDEI2, TQNYA MACLAY, EI2IKA NELSQN and ANDREA NELSON,individually. WHEREAS, GILBERT W. PROBST, tate af Cumberland County, Pennsylvania, died testate an February 19, 2413; having first made his Last Wi11 and Testament dated December 24, ]97'7, which instrument was adrnitted to probate and is recorded in Cumberland County �, Courthouse, Register of Wiils, File No. 2013-OQ296; WHEREAS,JONAS A. DIFFENBAUGR has been duly appainted as Executar af the Estate of Gilbert W. Probst, Deceased, and WHEREAS,the parties in interast aze: -., � K? �.; '�7 �rj I. Danie] l,. Frabst, san; � ° �_ t ' `; � -» r,,, c:..:.� i.�.� �:-�i 2. Brenda D_ Johnson, daughter; � n rn �} '; �:� � �•' �: r:" `' �� 3. Tara Nelson-Shrauder, granddaaghter; ;�' � �- � " ° �; z-, r.� , r� t:_ ���� ,_.. `..� _ ; 4. Tonya Maclay, granddaughter; : -�s , . ;. ' , �.�. �.�� �,, re.t --.] 5. Erika Nelson, granddaughter; aad b. Andrea Nelson, granddaughter 1 �� i��i WHEREF�S,DANIEL L. PROBST and BRENDA D.JOHNSON are each entitled ta one-third (1J3) of the residuary property; WHEREAS, TARA NELSON-SHRAUDER, TQNXA MACLAY, ERIKA NEL30N and ANDItEA NELSON are each entitled to one-twelfth(I J}2}a€the residuary property; WHEREAS, each of the parties to this Agreement have been furnished with a complete listing of the estate assets, receipts and disbursements as set forth on the Statement of Account as attached hereto and marked as Exhibit A; WHEREAS, the parties to this Agreement each acknowledge to have received a proposed Schedule of Distribution attached hereto and mazked as Exhibit A; WHEREAS, it is the desire of the parties to this agreement that administration of this estate be completed and accornplished without a fottnal accaunting and adjudication in the Orphans' Court Division of the Court of Common Pleas of Cumberland County, it being the idesire of the parties to avoid the additional expense,delay and publicity of a formal accounting. NOW, THEREFORE, WITNESSETH, in consideration of the mutual promises, covenants and agreements recited herein,the parkies do agree as follaws: 1. JONAS A. DIFFENBA(IGH, Executar, does hereby state that he has fully and faithfulty dischazged the duties of his office, and the Statement of Account (Exhib'rt A) is true and correct and fully discloses all significant transact3ons during the accaunting period. He €urther states that all knawn cEaims against the Estate have been paid in fuli, and to the best af his knowledge there are na claims outstanding against the Estate and all taxes presently due from the EstaCe have been paid. 2. Each of the parties ta this Agreement daes hereby release and forever discharge the said Executor, JONAS A. DIFFENBAUGH; his heirs, executors, adrninistratars and 2 assigns, JAN L. BROWN& ASSOCIATES, attorneys at [aw, and JACQUELINE A. KELLY,ESQUIRE from any and al! liability which may fram time ta time arise in cannectian with their service as Executor and Attorneys af the Estate of Gilbert W. Probst. The parties do further agree to indemnify and hold them harmless from any and all tiabiiity which may arise against the Estate from creditors ar clairnants. 3. Each of the parties does hereby acknowledge rece'rpt of the assets described on the Schedule of Distribution attached hereto. 4. Each of the parties acknawledges that the terms of this Agreement sha11 be binding upon their respective heirs, successors, administrators and assigns. 5. Each of the parties do further agree with each other and the aforesaid Executor tha#should any liability came due ta the Estate of the said decedent after#he signing af this Agreernent, each will oontribute pro rata his/her share of the Estate to satisfy any and all claims, demands, suits or causes of acti�n which may be successfully prosecuted against the said F.,state or the afaresaid Executar after the signing, sealing and detivery pf this Agreement. 6. This Agreement shall be governed by the laws of the Cornrnonwealth of Pennsyfvania. I 3 IN WITNESS WHEREOF, I have hereunto set my hand and seal this�day of J w�, zoi3. WITNESS: i� JO AS A. DIFF NBAUGH, Executor COMMONWEALTH OF PENNSYLVANIA . . SS: COUNTY OF DAUPHIN On this the ��day of �i.� , 2013, before me, a Notazy Public, the undersigned officer, personally appeared J AS A. DIFFENBAUGH, 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 far the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. , tazy P blic NOTARfAL SEAL JACOUELINE A KELLY Notary Public LOVYER PAXTON TWP.,DAUPHIN COUNTV My Commisalon Expires Dec 17,2015 4 _ _ _ _ . _ �IN WI ESS WHEREOF, I have hereunto set my hand and seal this �day of > 2013. WITNESS: -��—��f�— � � � ll IEL L. PROBST, Beneficiary COMMONWEALTH OF PENNSYLVANIA . /� ( ( (� SS: COUNTY OF(�vw.-k�P,/"lai�t.� � On this the d'�' day of �5 , 2013, before me, a Notary Public, the undersigned officer, personally appeared NIEL L. PROBST, 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 a fficial s otary bl c MMONWEALTH F P NN YWANIA NOTARIALSEAL CHERYL R.OARMAN,NMery Publ� My�Him�CumbeAan�l CouMY ExpirOe Mey 20,2016 5 IN WITNESS WHEREOF, I have hereunto set my hand and seal this ��day of , 2013. wr s: � � ��$�.� BRENDA D. JOFINSON, Benefici COMMONWEALTH OF VIRGINIA COUNTY OF F_re�t G�_ : SS: On this the � day of��_ 2013, before me, a Notary Public, the undersigned officer, personally appeared B �NDA D.JOHNSON, known to me or satisfactorily proven to be the person whose name is subscribed to the within instrument,and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, 1 hereunto set my hand and official seal. Not y Public �q,y cbnirnissru, E�.O �O-3(-a�,'�N'A"�sCfr f P •���'.�.�bwW��',9 . y �:� � . � Repls�yNo.� � ry s 1382� i s r s ry�p�Tqti �___..s�q,�� : '-ilti�'9 .e�+���q 6 —�...�— tht WITNESS WHEREC}F, t have hereunto set my hand and seai this��y of _ i"1�-3 tc�S�� 2Q13. �I WITN S: ,n�.. � � TARA NELSON-SHRAUDBR, Bene6ciary CdMMbNWEA[.TH OF PENNSYLVANIA . SS: COUNTY OF �un���Ianr� . On this the r�R� day of �5`u�'� , 2013, before me> a Notary Public, the undersigned officer, persanally appeared TARA NELSdN-SHRAUbER, known ro me or satisfactority proven to be the person whase name is subscribed to the within instrument, znd acknowledged that she exacuted the same far the purposes therein contained. tN WiT'NESS WHEREOF, 1 hereunto set my hand and pfficial seal. 1V ary Publ�ic T t�AENNBYIY Nt?1RRIAL 8E/A. LYNNE M.FANTA8KE1;NoOery Pupyo ��G TN4.�CuYiba�ierd Camb � MY���Pke�9rP1an0er#$,2014 7 i IN WI7'NESS WHEREOF, I have hereunto set my hand and seal this (�'l�iay of _„��, 2013. WIT S; . A �. 1'c� - TO A MAC A , Benefsciary CdMMONWEALTH OF PENIVSYLVANIA . t � + . SS: COUNTY OF ��-p�c�la�� . On this the .,�.-�, day of 1,.s T , 2413, before me, a Notary Public, the undersigned o�cer,personally agpeared TONY MACLAY,knawn ta me or satisfactorily proven to be the person whose name is subscribed to the within instrument, and acknawiedged that she executed the same for the purposes therein contained. IN WITNESS W�-lEREOF. I hereunto set my hand and official seal. c y P ►�c =�,���.re,f�c�..l. - rwT�auu.s�,� aoar t,a�nt NEM�YILIE DONO.�, ��IAMD C�U117Y MY�omnMnbn Expn�/uq 4.2018 , 8 U32 JAfAATOM tA38J10�YOU. �i�d�t4 YWoN YINUOv pNAlR38MU�..OH+3MJ ia:tVW9N 8tG5.d puA xsnq�c3 no�aaimmn� �M f� �,,�IN��W� ITNESS WHEREOF, I have hereunto set my hand and seal this �day of �l�,l� , 2013. J WITNESS: \��V! ( ERIKA NELSON, Beneficiary COMMONWEALTH OF VIRGINIA COUNTY OF AI2ltdndr(p� : SS: On this the �_ day of���5�- , 2013, before me, a Notary Public, the undersigned officer,personally appeazed ERIKA NELSON,known to me or satisfactoril be the person whose name is subscribed to the within instrument, and acknowledgedpthat she executed the same for the purposes therein contained. [N WiTNESS WHEREOF, 1 hereunto set my hand and official seal. �"m" MP�n.EimYr�Apr�2016 _��jY MOTI Notary Public 9 [N WI?NESS WHEREOF, t have hereunto set my hand and seal this�day of �gG��, 2013. cl WITNESS: ' �� � F "�""= , U1.C�0 '— Q„{�(� AND�RE�� NELSON, Beneficiary COMMONWEALTH OF PENNSYLVANIA . SS: COLJNTY OF (�_t��p�4,,� . On this the � day of , 2013, before me, a Notazy Public, the undersigned officer,personally appeazed AN +A NELSON,known to me or satisfactorily proven to be the person whose name is subscribed to the within instrument, and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. � IA NOTARIAI�EAI MOROAN�ICMAMK,Nnury PuDllc Cannaeo n,CumoynnnaCa+my N ary Public 2015 , 10 ESTATE OF GILBERT W. PROBST DATE OF DEATH DEATH FEBRUARY 19, 2013 SUMMARY STATEMENT OF ACCOUNT ACCOUNTING PERIOD 2/19/2013-7126/2013 Assets - Schedule A $ 240,941.24 Disbursements - Schedule B $ (65,879.71) Assets Available for Distribution $ 175,061.53 Distributions to Beneficiaries - Schedule C $ 172,561.53 Balance reserved for contingencies� $ 2,500.00 �The reserve balance will increase or decrease based on receipt of additional assets/income, presentation of an obligation and/or payment of additional charges. The reserve will be distributed to the residuary beneficiaries after applicable adjustments. After final distribution is made, the residuary beneficiaries agree to reimburse the personal representative if called upon to pay further liabilities of the decedent in the future. 7/31/2013 Exhibit A ESTATE OF GILBERT W. PROBST DATE OF DEATH FEBRUARY 19, 2013 ASSETS SCHEDULE A VALUE AT DESCRIPTION DATE OF DEATH REAL PROPERTY Real property located at 5 Chester Road, Enola PA 17025 $ 210,000.00 PERSONAL PROPERTY 2012 Subaru Outback $ 24,000.00 Sale of John Deere cart, chainsaw, soldering gun, tractor $ 3,970.00 REFUNDS Reimbursement for counryltownship/school taxes; real property at 5 Chester Road $ 2,404.34 PremierEye Care; refund $ 176.00 Allstate; refund for policy changes $ 32.08 CVM; refund for online registration overcharge $ 5.00 Highmark; refund $ 270.40 Comcash refund $ 53.43 Allstate; premium refund $ 29.99 $ 240,941.24 7/30/2013 � � ESTATE OF GILBERT W. PROBST DISBURSEMENTS 3GHEdUIE B C}ESCR1PTkON CATEGt7RY AML?UNT Neill Funeral Home Funeral $ 7,478.42 Funerai luncheon Funeral $ 437.5Q Cfergy fee Funerai $ 125.00 Gingrich Memorials; gravestone engraving Funeral $ 165.00 i Ftegister of Wiiis; pratsate fees Rdm $ 153.50 Register pf Wiiis; additionai probate fees Adm $ 265.00 Register of Wills; F�mily Settlement Agreement filing fee Adm $ 20.Ob Cumberland Law Journal; legal advertising Adm $ 75.00 The Se�tinei; Iegai advertising Adm $ 214.76 Sovereign Bank; estate check fee Adm $ 14.99 Jonas A. Diffenbaugh; executor fee Adm $ 11,211.99 Jan l Brow�&Associates; legai fee Adm $ 11,876.08 Settiement charges; 5 Chester Road, Enola PA 17025 Adm $ 22,�29.90 American radon Adm $ 780.00 PPt;electric bi(I Rdm $ 523.43 PA American Water;water bilis Adm $ 114.52 Debbie Lubold, Tax Collector; property taxes Adm $ 678.88 East Pennsboro Tpwnship; seweNtresh bill Adm $ 141.57 ibis Appraisai; appraisai of 5 Chester Raad, Enola PA 17025 Adm 3 225.60 Allstate; hqmeowners insurance Adm $ 418.18 Amerigas; propane bill Adm $ 34.21 Masha Paskevich; hause eleani�g Adm $ 2Q0.44 Holy Spirit; outstanding medicai bili Debt $ 112.50 Debbie Lubold, Tax Collector; personal tax pebt $ 9.80 Register of Wiiis, Agent; inheritance taxes Tax $ 7,874.54 $ 65,$79.71 7/30/20t3 ESTATE OF GILBERT W. PROBST ( DATE OF DEATH FEBFtUA12Y 19, 2013 DISTRBU710N5 TO SENEFlCtARiES ACCORDING TO TERMS OF WILL DATED DECEMBER 29, 1977 SCHEDULE C paniei G.Probst,aon, 113 residuary estate 79 BeaM Road, 8nola, PA 17025 Cash distribution on or after 8/1/13 $ 57,520.51 Brenda Q.Johnson,daughter, 1/3 residuary estate 9001 Southpointe Lane, Lorton,VA 22079 Gash distribution on or after 811113 $ 57,520.61 Tara Nelson-Shrauder, granddaughter, 1112 residuary estate 624 State Street,Lemoyne, PA 17043 Cash distribution an or after 8t1113 $ 14,380.12 Tonya Maclay,granddaughter, 1H2 residuary estate 9 N.Corporatlon Street,Newvilie,PA i7241 Cash distributipn on or after 8/1/13 $ 14,38�.13 Erika Neison,grn�ddaughter,1112 residuary estate 408 Cameron Station Blvd, Unit G8,Alexandria,YA 22384 Cash distribution on or after 8/1/13 $ 14,380.13 Andrea Neisan,granddaughter, 1t12 residuary estate 68 Faith Circle, Carlisle, PA 17013 Cesh distribution on or after 811113 $ 14,380.13 $172,561.53 $172,561.53 ��- 7/31/2013