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RECEIPT AND RELEASE
WHEREAS, Celia M. Hodgdon a/k/a Celia Marie Hodgdon, late of
West Pennsboro Township, County of Cumberland and Commonwealth of
Pennsylvania, died on August 18, 2012, having first made her Last
Will and Testament in writing probated before the Register of
Wills of said Cumberland County on August 31, 2012, and Letters
Testamentary were issued on the same date to Valerie C.H. Fite,
the Executrix named in the Last Will and Testament of said
Decedent; and
WHEREAS, said Executrix has entered upon and completed her
administration of said Decedent ' s Estate as set forth in her
First and Final Account attached hereto, and intends to
distribute 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
Valerie C.H. Fite, Jeffrey B. Hodgdon and Linda H. Myers
(formerly Morris) , being the principal legatees and distributees
named in the Will of said Decedent and the persons entitled to
share in the residuary distribution of the Estate of ��;aid
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Decedent, do hereby declare and say that we, �c� eacl�..^,of��� have
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examined the attached Account and Statement o� �?��.�o��,d °��� "v;�
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Distribution, and find the same to be true and correct. We
hereby agree that we as beneficiaries have changed the residual
distribution as stated in the Will to the following percentages:
Valerie C.H. Fite 350, Jeffrey B. Hodgdon 35% and Linda H. Myers
(formerly Morris) 30o . We do hereby acknowledge that we, and each
of us, this day have, had and received of and from Valerie C.H.
Fite, Executrix of the Estate of Celia M. Hodgdon a/k/a Celia
Marie Hodgdon, 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 Celia M. Hodgdon
a/k/a Celia Marie Hodgdon, Deceased.
NOW, THEREFORE, we, and each of us, the said Valerie C.H.
Fite, Jeffrey B. Hodgdon and Linda H. Myers (formerly Morris) do
by these presents, remise, release, quit-claim and forever
discharge the said Valerie C.H. Fite, her 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 demands whatsoever, for or by
reason thereof, or of any act, matter, cause or thing whatsoever,
from the beginning of the world to the day and date of these
presents.
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SNELBAKER 8C 2
BRENNEMAN, P.C.
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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
Cumberland County and by having the balance in the hands of the
Executrix, 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
Distribution by the said Court of Common Pleas - Orphans ' Court
Division.
AND in consideration of the aforesaid settlement being made
without the aid of such Court of Common Pleas - Orphans ' Court
Division, that we, and each of us, the said Valerie C.H. Fite,
Jeffrey B. Hodgdon and Linda H. Myers (formerly Morris) do hereby
agree that if any debts or demands other than 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 Executrix such amounts
thereof as may be necessary to pay such debts or demands.
LAW OFfICES
SNELBAKER 8C 3
BRENNEMAN, P.C.
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IN WITNESS WHEREOF, we have hereunto set our hands and seals this
14th day of October, 2013.
WITNESSED BY:
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(SEAL)
Va erie C . ite
(SEAL)
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- � (SEAL)
Li da H. Myers ( rmerly Morris)
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SNELBAKER 8C Q
BRENNEMAN, P.C.
COMMONWEALTH OF PENNSYLVANIA)
: SS.
COUNTY OF CUMBERLAND)
On this the 14th day of October, 2013, before me, a Notary
Public in and for said State and County, the undersigned officer,
personally appeared Valerie C.H. Fite, Jeffrey B. Hodgdon and
Linda H. Myers (formerly Morris) , 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.
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COMMONWFA�TN OF PENNSYL°,��t� N o t a r y P ub 1 i c
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LAW OFFICES
SNELBAKER 8C �j
BRENNEMAN, P.C.
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ESTATE NO.21-12-0950
FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED
DISTRIBUTION OF AND BY VALERIE C.H. FITE, EXECUTRIX
OF THE ESTATE AND UNDER THE LAST WILL AND TESTAMENT
OF CELIA M. HODGDON, DECEASED, LATE OF WEST PENNSBORO
TOWNSMIP, CUMBERLAND COUNTY, PENNSYLVANIA
Valerie C.H. Fite, Executrix as aforesaid and Accountant herein,
avers as follows:
DATE OF DECEDENT'S DEATH: August 18, 2012
DATE LETTERS TESTAMENTARY ISSUED: August 31, 2012
DATES EXECUTRIX NOTICE ADVERTISED:
Cumberland Law Journal September 28, October 5, 12,2012
The Sentinel September 28, October 5, 12,2012
FIRST AND FINAL ACCOUNT
PERSONALTY-PRINCIPAL ACCOUNT
DEBITS
The Accountant charges herself with the receipt of the following items of
Decedent's Personalty valued as of the date of Decedent's death:
1. HD Vest Financial Services/Sniegocki Financial Services, investment $ 672,463.75
account#4162-6196
2. Household goods, retained in-kind 429.00
3. Member's 1st Federal Credit Union, savings account#34518-00 4,614.84
4. Member's 1 st Federal Credit Union,checking account#34518-11 7,641.17
5. Member's 1 st Federal Credit Union, investment savings account#34518-05 97,718.42
6. Refunds due the decedent from Cremation Society, Highmark Insurance 704.90
and Homesite Insurance Company
7. HD Vest Financial Services/Sniegocki Financial Services, net gain on investment 3,986.92
8. PA Department of Revenue, refund on Inheritance Tax 123.11
TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, DEBITS: $ 787,682.1�1
PERSONALTY-PRINCIPAL ACCOUNT
CREDITS
The Accountant claims credit for the payment of the following items from
Decedent's Personalty Account:
1. Member's 1 st Federal Credit Union, checks written by the decedent from $ 3,264.60
account#34518-11 which cleared bank after death
2. HD Vest Financial Services/Sniegocki Financial Services, net loss on 7.06
sale of Invesco ST Bond fund
3. PPL Electric, electric service 219.30
4. Century Link, phone service 6.14
�,w o�cES 5. Deluxe, check printing fees 13.95
SNELBAKER EC 6. Ray D. Gottshall,Auctioneer, appraisal fee 60.00
BRENNEMAN. P.C. 7. Register of Wills,Agent, Inheritance Tax payment 36,322.00
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8. Diversified Appraisal, real estate appraisal fee 275.00
9. Sniegocki Financial Services, income tax preparation 50.00
10. Register of Wills,�ling fee for Inventory and Inheritance Tax 30.00
11. Register of Wills, additional probate fee 300.00
12. Snelbaker&Brenneman, P.C.,attorney fees$3,071.25 and following costs: 3,696.90
a. Register of Wills, probate fee-$323.50
b. Cumberland Law Journal,advertise Executrix Notice-$75.00
c. The Sentinel, advertise Executrix Notice-$221.40
d. Certified Mail fees-$5.75
13. Snelbaker&Brenneman, P.C., attorney fees from 7/22/13 to 9/25/13 78.00
14. Register of Wills,filing fee for Receipt&Release 5.00
TOTAL, PERSONALTY, PRINCIPAL ACCOUNT,CREDITS: $ 44,327.95
- PERSONALTY-INCOME ACCOUNT
DEBITS
The Accountant charges herself with the receipt of the following
income from the investment of Personalty Principal:
1. Member's 1 st Federal Credit Union, interest account#34518-00 $ 0.63
2. Member's 1 st Federal Credit Union, interest account#34518-11 0.24
3. Member's 1 st Federal Credit Union, interest account#34518-05 24.09
4. Member's 1 st Federal Credit Union, interest estate checking account 7.28
5. Member's 1st Federal Credit Union, interest estate money market account 259.92
6. HD Vest Financial Services/Sniegocki Financial Services, dividends 6,293.73
TOTAL, PERSONALTY, INCOME ACCOUNT, DEBITS: $ 6,585.89
PERSONALTY-INCOME ACCOUNT
CREDITS
The Accountant claims credit for the payment of the following items
from the Personalty Principal Account:
1. PA Department of Revenue, income tax $ 307.00
2. Greenawalt&Company, P.C., income tax preparation 575.00
� TOTAL, PERSONALTY, INCOME ACCOUNT,CREDITS: $ 882.00
REAL ESTATE-PRINCIPAL ACCOUNT
DEBITS
The Accountant charges herself with the receipt of Decedent's
Real Estate as follows: $ NONE
TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, DEBITS: $ NONE
REAL ESTATE-PRINCIPAL ACCOUNT
CREDITS
The Accountant claims credit for the payment of the following
items from Real Estate Principal Account: $ NONE
TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT,CREDITS: $ NONE
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SNELBAKER EC
BRENNEMAN, P.C.
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REAL ESTATE-INCOME ACCOUNT
DEBITS
The Accountant charges herself 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
The Accountant claims credit for the payment of the following items
from the Real Estate Income Account: $ NONE
TOTAL, REAL ESTATE,INCOME ACCOUNT,CREDITS: $ NONE
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SNELBAKER&
BRENNEMAN. P.C.
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RECAPITULATION
PERSONALTY:
PRINCIPAL ACCOUNT:
Debits $ 787,682.11
Credits $ 44,327.95
Balance $ 743,354.16
INCOME ACCOUNT:
Debits $ 6,585.89
Credits $ 882.00
Balance $ 5,703.89
TOTAL PERSONALTY $ 749,058.05
REAL ESTATE:
PRINCIPAL ACCOUNT: �
Debits $ NONE
Credits $ NONE
Balance $ NONE
INCOME ACCOUNT:
Debits $ NONE
Credits $ NONE
Balance $ NONE
TOTAL REAL ESTATE: $ NONE
• TOTAL FOR DISTRIBUTION: $ 749,058.05
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SNELBAKER 8C
BRENNEMAN, P.C.
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STATEMENT OF PROPOSED DISTRIBUTION
Valerie C.H. Fite, Executrix and Accountant herein, proposes to
distribute the balance of the Estate of Celia M. Hodgdon, Deceased,to wit:
$749,058.05 in accordance with the Last Will and Testament of said Decedent ,
as follows:
1. Valerie C.H. Fite $ 262,145.60
35%of residue
a) f-iD Vest Financial Services/Sniegocki $ 236,323.84
Financial Services, stocks in-kind
b) Household goods retained in-kind $ 143.00
c) Cash $ 25,678.76
2. Jeffrey B. Hodgdon $ 262,145.60
35%of residue
a) HD Vest Financial Services/Sniegocki $ 236,323.84
Financial Services, stocks in-kind
b) Household goods retained in-kind $ 143.00
c) Cash � $ 25,678.76 ,
3. Linda H. Myers(formerly Morris) $ 224,766.85
30%of residue
a) HD Vest Financial Services/Sniegocki $ 202,633.92
Financial Services, stocks in-kind �
b) Household goods retained in-kind $ 143.00
c) Cash $ 21,989.93
TOTAL FOR DISTRIBUTION: $ 749,058.05
**Per agreement between above listed bene�ciaries the distribution
percentages are not the distribution percentages stated in the Will.
The percentage to Linda Morris was increased to 30%and Valerie C.H. Fite and
Jeffrey B. Hodgdon were decreased to 35%.
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SNELBAKER&
BRENNEMAN, P.C.
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COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF CUMBERLAND
Valerie C.H. Fite, being duly sworn according to law deposes and says:
that she is the Executrix of the Estate and under the Last Will and Testament of
Celia M. Hodgdon, Deceased,and the Accountant 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 foreqoing
First and Final Account and Statement of Proposed Distribution are true and
correct to the best of her knowledge, information and belief.
� ° '
Val ie . . Fite
Exec �x and Accountant
Sworn to and subscribed before me
this��'� day of d�'�� Q� 2013
Notary Public
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