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Home My WebLink About11-12-13 Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: John Ralph Pedati Date of Death: 04123/2012 File Number: 21-12-0576 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 cor�plete: � Y�s ❑ 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. A copy of the Family Settlement Agreement is attached to this report. Date �� — � '�� i �� ',"'_�/ Signa ure ol P on ling this Form � Capacity: � Personal Representative � Counsel � ��`� r,.;, C'—� q.- Linda J. Olsen Esq. #92858 ..�c�> �� -�-q _� r__ ��- Name of Person Filing this Form � �( t �� .._� �„ ' -;, �; 2000 Linglestown Road �^- ,y. �-_' f,� c�> �; Suite 202 ,� .: r�:� ti;'::> C:� ._.- � � Add�ess �;`� s;:a �� ,a � � Harrisburg, PA 17110 c';y (--- " � J Q � City,State,Zip [y� C,r3 =�:a v -� W �; �� _., cz, � 717-540-4332 � Telephone � Ls.l `` � `.E Form RW-'IO�.(�13-20(fB^� � Copyright(c)2006 form software only The Lackner Group,Inc. - C.> ^.; I'rS iV�iILY S�TTLEME]�TT AGREEM�N�' ANll FINAL RELEASE IN T'I�� ESTA"I'E OF JOIfN RALPH P�1)ATI, DECEASED KIv'O��'ALL MEiJ BY THESE PRESENTS, that; WHEREAS, JOHN RALPH PEDA I'I, late of Cumberland County, Pennsylvania, deceased, died testatP on April 23, 20:2, 1�aving first made his Last ��Jill and Testament, which �� was duly executzd on Auglist 26, 1^s� anc', is .�iuly recorded in the Office of the Register of Wills, Cizmberland County Courthouse, at File No. 21-12-00575; WHEREAS, John Ralph Pedati, by the aforesaid Last Will and "Testament, named Judith Ann Hanley and Cynthia Mary Bruno as Successor Co-Executors of his Last Will and Testament; in the event his v��ife, Alma Grace Pedati, predeceased decedent or was unable to act; V�,��IEREAS, ��lma Grace Pedati predeceased John Ralph Pedati; WF�EREAS, Letters Testamentary on the estate of decedent were duly issued by the Register �f Wil�s of Cr�mberland County �nd were granted on May 18, 2012 to Judith Ann Hanley ar.d Cynthia Mary Bruno, hereinafter called Personal Representatives; WHEREAS, pursuant to Article Two of the Last Will and Testament of John Ralph Pedati, all of the estate is to be distribute�l to his spouse, Alma Grace Pedati, if she survives him by five (5) days; WHEP�EAS, pursuant to Article Three �f the last Will and Testament of John Ralph Pedati, Alma Grace Pedati predeceased her husband, so the entire estate of John Ralph Pedati is to be distributed equally between decedent's step-daughters, Judith Ann Hanley and Cynthia Mary Bruno; WHEREAS, the Personal P epresentati��es have gathered the assets of the estate of the decedent, and the assets consist of real and personal prr�perty to a total value of$1,517,509.93 as set forth in a statement of account of the said Personal Representatives, which is attached hereto and made a part hereof and marked F,�hibit A; WHEREAS, Judith Ann Hanley and Cynthia Mary Bruno, each received their distributive shares of all beneficiary designated accounts; WHEREAS, Judith Ann Hanley and C}�nthia Mary Bruno, received equal shares of the U.S. Series EE savi�igs bonds, either in bonds or cash; and WHEREAS, the balance for distribution as shown in the statement marked Exhibit A will be distributed as set forth on Exhibit A in accordance with the terms of the Last Will and Testament of the decedent. NO�J�, THEREFORE, KNOW Yr, that ��e, Judith Ann Hanley and Cynthia Mary Bruno, being the beneficiaries and heirs of the decedent, arid being those persons entitled to inherit under the Last Will and Testament, do hereby acknowledge that we have received partial distributions and will receive a final distribution 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 us, and whi�h amounts are set opposite our names in the table and scheuuie of ciistribution in ttie stat:.TYicili d�iuCiiCd i7�:eia and mdr%ed Exnibit A; AND, we do hereby stipulate that in order to avoid the expense and time involved in the filing of a formal account and schedule of distribution in the Orphans' Court Division of the Court of Common Pleas, we agree that no account is necessary; and we do hereby consent to distribution being made without the filing of an account and schedule of distribution with the Orphans' Court, the same to be with the same force and effect as if it had been filed and • confirmed by the Orphans' Court �ivision of the Courl of Common Pleas, Cumberland County. THEREFORE, we and each of us do hereby remise, release, quit claim and forever discharge each other as the Personal Representatives, Judith Ann Hanley and Cynthia Mary Bruno, their heirs, eaecutors, �dministrators, successors 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; und each of us do further herel�y covenant and agree that should any legitimate liability come due to the estate of the decedent after the signing of this agreement, each of us do hereby covenant and agree with each other and the Personal Representatives that we will contribute pro rata our 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. [Reniainder of Page Left Blank Intentionally] � II�1 ��y1T'NESS WHEREUF, we have hereunto st�t our hands and seals this �� day of _ lJ C��t� �� , 2013. ' _.�..---. r ( � ) 1 'j / �o o V�}\�'\nr (y)� ' '�'C.. �� .�M1J4f! �.�"�`�.. ./v ��r / l Witness Cynthia l��ary Bruno ' Estate of John Ralph Pedati COMMONWEALTI� OF PENNSYLVANIA ) ) ss: County of� ,�....,� � On this the, �� day of �`j,�v� � __, 2Q13, before me, a Notary Public, the und.ersigned officer, personally appeare� Cynthia Mary Bruno, lcnown to me or satisfactoriiy proven to be the person w�hose name is subscrined to the within instrument, and �cknowledged tliat she executed the same for the purposes th�rein cuntained. IN i�%ITNESS WHEREOF, I here�nto set my hand and �fficial seal. (,� � � ��k� ��ti`-�o -�--�� Not�rv Puhlic NOTARIAL SEAL CORINNE EGGERS WOOpHQUSE Notaty Public SUS�UEHANNA TWP.,DAUPHIN COUNTY h1y Commissio�Expires Aup 19,2015 � IN WITNESS WHER�OF, we have l�ereunto set our hands and seals this�_day of , �'� (�-- , 2013. .�� ' �.-- �i�-�—.��—�e_�� i►� — - , Witness Ju Ann Hanley � Estate of John Ralph Pedati STATE OF VIRGINIA ) ) ss: County of �- �V j,SG� ) On this the 2,3� day of _(,��— , 2013, before me, a Notary Public, the undersigned officer, personally appeared Juditli Ann Hanley, known to me or satisfactorily proven to be the person whose name is subscribed to the within instrument, and acknowledged that she executed the san�e for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. �Totarv Fui�lic � NANCY JEAN WlLK � NOTARY PUBLIu REG.#756612.�i COMMONWEALTFi O�'ViRGf�31A MY COMMlSSION EXPIRES JANUARY 31,2017 ESTATE OF JOHN RAi.PN PEDATI AC�OUNT-Exhibit"A" DOD 4/23/2012 Assets DOD Value BB&T mone market acct.#0005230017893-'t. w/Jud $ 6,664.91 BB&T Investors De osit Acct.#0005236092471 - t.w/Jud $ 148,202.01 Manulife Financial-236 shares $13.12/sh. $ 3,096.32 Welis Far o ckin .#2504095502 $ 100.03 Wells Far o ckin .#1010054661549 $ 866.89 'd�eils Far o Savin s#1010189 $ 29,644.26 Refund-PA De t. of Revenue-2012 ersonal tax return $ 23.20 Refund-Verizon monthi $ 12.60 Refund-Mal ezzi Funeral Home recei t of Veteran's benefit) $ 100.00 Refund-US Treasu Fed. Income tax for 2011 $ 25,24 Refund-Hi hmark premium $ 372 g� Total $ 189,108.43 Beneficiary/TOD A�sets BB&T IRA#0005735810598 ' —,,$54�q� ING USA Annuit #086101 - Benef. -2 dau hiers $ 16,931.34 Merrill L nch Wealth M mt Acct.#796-12488 TOD-2 dau hters $ 466,544.04 Merrill L nch Wealth M mt Acct. #79B-13170 TOD-2 dau hters $ 454,705.25 Western National Life NQ annuit #2FC51510 Benef. -2 dau hters $ 31,462.83 Savin s Bonds-36 41,000&$10,000 EE bonds Jtl owned w/Judith $ 86,360.80 Savin s Bonds-33$1,000&$10,000 EE Bonds Jti owned w/C nthia $ 67,400.80 Savin s Bonds-12$5,000 I Bonds Jtl owned w!C nthia $ 130,352.00 SunAmerica-NQ tax deferred annuit #A0300008874 Benef. -2 dau hter $ 24,269.53 SunAmerica-Q tax defered annuit #A637090268A(Benef. -2 dau hters) $ 8.829.44 Total Assets $1,517,509.93 Income Received 6B&T MM acct.#0005230017893- Int. 5/7/12 $ 0.12 BB&T MM acct.#0005230017893-Int. 6/6l12 $ 0.17 BB&T MM acct.#0005230017893-int. 6/27/12 $ 0.17 BB&T Investors De osit Acct. #0005236092471 -Int. 5/7/12 $ 25.g2 BB&T Investors De osit Acct.#0005236092471 -Int. 6/6/12 $ 23.65 Manulife Div. 6/19/12 $ 22 39 Manulife Financial-loss on saie of stock $ 660.52 Wells Far o Savin s#1010189- Int. on closin $ 13.15 Total $ (574.95) Ex enses Paid To be aid Alert Pharmac $ 124.09 aB&T Investors-wire transfer fee to close account i $ 24.00 Cumb�rland I_aw J�urn=�l-estate noti�e �$ 75.�� Errol FI nn-C�A- re fee of 2011 ersonal tax returns $ 375.00 Errol FI nn-CPA- re fee of 2012 ersonal tax returns $ 495.00 Funeral- Caterin and cookie tra s Penns Ivania Bake -funeral $ 48.85 We man's-caterin for funeral luncheon $ 288.30 Hillside Cemete -buriai of ashes $ 800.00 Hiliside Cemete -burial of ashes for s ouse-Aima Pedati $ 800.00 Hillside Cernete -foundation for rave marker $ 252.00 Mal ezzi Funeral Home $ 8,140.40 New Park Tavern-luncheon after internmenUNY state Jud $ 138.50 $ 138.50 St. Michaels Church-burial ra er service $ 50.00 White Ea le Monumental Co. Inc. - rave marker $ 300.00 White Ea le Monumental Co. Inc. - rave marker 2nd mt. $ 285.00 Hazen Elder Law $ 9,800.00 Hazen Elder Law-disbursements $ 10.40 �- disbursements ---•T^ -------- -----__..—�5.40 ��...disbursements $ £�.36 $ 5.20 Manulife-expenses un sale�f sta.k � _ � 43.32 �.__�.—^_-_ Messiah Villa e-Lifew�s � _____ $ 4,168.67 PA Dept. of Revenue_2011 personai F'A income tax _ $ 176.00 PA�e t. of Revenue-2012 personai PA income tax _ $ 1,332.00 PA De t. of Revenue-2012 Fiducia tax retum $ 2.00 Re�of Will�-�robate fees _ $ 161.50 F2e . �f Wilis-additional�robate fees �v 45.00 Re�of Wills-filing fe�s tor F'IT return and Inver.torv �_______ �$ 30.00 Sei�tinel-estate r�otice $ 232.02 Staples -copies reimb. Cind $ 9.75 $ 9.75 US Postal servlce• pestage to tiie oersonal 2011 income tax return Jud� $ 4.0� $ 4.00 US Treasu -201? ep rsona� income tax __ $ 38,523.00 US Treasur�-2012 personal income tax _ _ $ 38,657.00 Verizon telephone $ 17.06 � Total _ � _ $ 105,441.62 _ 157.45 TOTAL TAXABLE�;SSETS � �� $ 188,533.48 LESS TOTAL EXPEN�ES � 145,Q4'f.62} LESS INHEi21TANCE TAX PAID $ {52,711.61� TOTAL , $ 3J,380.25 DISTRIBUTION" Final Beneficiary Distribution C nthia M. Bruno $ 15,190.13 Judith A. Hanley $ 15,190.12 TOTAL $ 30,380.25 'Actual�ash distnbution may increase or decreas�based on receipt of additional assets or incon;e,presentation of an obligation, ana'/or paymert of additiona!e>:�enses.