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Home My WebLink About12-18-13 Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: Natalie Mae Kintzer Date of Death: 05115/2012 File Number: 21-12-0710 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 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. See copy of Estate Settlement Agreement and Informal Account of Estate, dated December 13, 2013,attached. Date 12116/2013 Signature of Person Filing this Form i r` , , Cpaci Perso ntetive ® Counsel rJ f") V C t.J C7- - f1. J_ Ca N a of Person Fimg this Form C7 0 yC L0 Z co 315 North Front Street Cc S.!) L4 W Address <=) w c' o :E Harrisburg, PA 17101 Ld <"o City,State,Zip = 717-236-9377 Telephone Form RW 10 Rev.10-13-2006 Copyright(c)2006 form software only The Lackner Group,Inc. Leonard Tinlner, Esquire Supreme Court I.D.##06859 BOSWELL,TINTNER&PICCOLA 315 North Front Street Harrisburg,Pennsylvania 17101 Phone(717-236-9377) Fax(717-236-9316) E-mail(Itintnerpbtpalaw.com) RE: : IN THE COURT OF COMMON PLEAS ESTATE OF : CUMBERLAND COUNTY, PENNSYLVANIA NATALIE MAE KINTZER, DECEASED : ORPHANS' COURT DIVISION : NO. 2012 - 00710 ESTATE SETTLEMENT AGREEMENT ESTATE OF NATALIE MAE KINTZER AGREEMENT executed this 1�,dday of December, 2013, between Beckv J. Frank and Sherry L. Deane, daughters of Decedent and Beneficiaries; and Becky J. Frank and Sherry L. Deane, Co-Administratrixes of the Estate of Natalie Mae Kintzer. IVITNBSSCTIT WHEREAS, Natalie Mae Kintzer died on May 15, 2012, without a Last Will and Testament leaving to survive as her sole heirs, her two (2) daughters, Becky J. Frank and Sherry L. Deane. Letters of Administration were issued by the Cumberland County Register of Wills on June 26, 2012 to Becky J. Frank and Sherry L. Deane, as Co- Administratrixes of said Estate; and WHEREAS, the Co-Administratrixes, represented by Leonard Tintner, Esquire, and Boswell, Tintner & Piccola, has proceeded with the administration of said Estate, and has paid all proper bills and debts for the Estate and has prepared an Inventory and a Pennsylvania Inheritance Tax Return, which documents have been filed with the Register of Wills of Cumberland County on December 6, 2012; and WHEREAS, the Co-Administratrixes and the heirs have examined the income and expense statements for the estate pertinent to the estate assets, income earned and expense paid during the course of the administration; and WHEREAS, the Co-Administratrixes, Becky J. Frank and Sherry L. Deane, with the assistance of their attorney, have prepared an Informal First and Final Account, which is attached hereto, and that the net cash estate of the decedent shall be distributed equally as provided by the laws of Pennsylvania, as follows: 1. Said real estate - 4100 Seneca Avenue, Lower Allen Township Camp Hlii, Cumberland County, Pennsylvania, 17011 - by operation of law vests in the two surviving joint tenants, Becky J. Frank and Sherry L. Deane, her daughters. 2. All the rest, residue and remainder of said Estate, after payment of all debts, administrative costs and taxes is to be equally distributed to Becky J. Frank and Sherry L. Deane, daughters of decedent. NOW THEREFORE, the parties hereto intending to be legally bound hereby, mutually agree, as follows: 1. Pennsylvania Inheritance Tax. The parties hereto agree and acknowledge that they have fully and carefully examined the Pennsylvania Inheritance Tax Return form relating thereto, and find them to be true and correct, and acceptable to the parties hereto, and further acknowledge that they have received a copy of these documents. 2 2. Release and Discharge. The parties hereto do hereby release, remise and forever discharge the Estate of Natalie Mae Kintzer, the Co-Administratrixes, and the attorney for the Estate, of and from all manner of acts, suits, claims, accounts, accountings, debts, dues and demands whatsoever which they or their legal representatives or assigns may at any time hereafter have, against the Co- Administratrixes, the said Estate or the assets thereof, from, for, touching or concerning any of the assets and property of the said Estate and/or any claim or interest thereto or therein, and the administration, management, collection, sale or distribution of any of the said assets and for or on account of any money, interest, income, assets or proceeds out of the same, from the time of the death of the said decedent to and including the date of this Agreement and release. 3. Distribution. The sole beneficiaries herein in accordance with the laws of Pennsylvania agree to the distribution, as follows: (a) Taxes. All Pennsylvania Inheritance Taxes were paid on December 6, 2012. The Pennsylvania Inheritance Tax Return was filed on December 6, 2012, and accepted as filed on February 18, 2013. (b) Creditors' claims. All claims of the creditors, as known to the Co- Administratrixes have been paid. (c) Distribution to beneficiaries of miscellaneous personalty has been made. (d) Residuary distribution. Distribution to the sole beneficiaries will be made of the balance of the estate, after payment of all remaining fees and debts 3 and said Settlement Agreement filed with the Register of Wills of Cumberland County, Pennsylvania. 4. Final Agreement. This instrument is a full and final Family Settlement Agreement by and between the parties hereto, both fiduciaries and individuals, all of the same having been arrived at, concluded, and executed after a full and complete disclosure of the estate assets, the obligations, and the rights of the parties and of all the parties to, and each of them, agree to abide by these terms. 5. Requirement to execute documents. All of the parties agree that they will at all times in the future and whenever necessary, appropriate or convenient, make, execute and deliver to the said Co-Administratrixes and to the other parties or persons, any and all instruments, documents conveyances, deeds, releases or other instruments of any kind necessary or convenient to carry out the intention of this Agreement and/or to permit, assist and enable the Co-Administratrixes to fulfill her duties with reference to the said estate and all of the assets and obligations. 6. Entire agreement. This Agreement constitutes the entire understanding between the parties to, and each of them acknowledges that no representations or statements of any kind, written or oral, have been made to them or any of them previously by the Co-Administratrixes or by any other person or party upon her behalf. 7. Heirs. This Agreement shall enure to the benefit of and shall be binding upon, these parties to, and each of them, their heirs, executors, administrators, successors and assigns. 8. Counterparts. This Agreement may be signed in counterparts, which means each party may execute a separate copy. 4 IN WITNESS WHEREOF, these parties to have hereunto set their respective hands and seals the day and year first above written. In the presence of: Be J. Frank , Co-Administratrix, D gla er & Beneficiary uhV'(0poxe, Sherr k. Deane, Co-Administratrix, Daughter and Beneficiary 5 INFORMAL ACCOUNT OF ESTATE OF NATALIE MAE KINTZER L ASSETS: Real Estate - 1/3 interest - 4100 Seneca Avenue, Camp Hill, PA $ 44,725.00 2,562.894 Shares - Alliance Bernstein MVN1 27,551.11 29 Shares - MetLife Trust 929.45• 277.758 Shares - PPL 7,849.44 US Savings Bond 6,064.80 Susquehanna Valley Federal Credit Union Checking Account 9,205.13 IRA - Susquehanna Valley Federal Credit Union 3,664.32 IRA - Allianz 30,347.74 Annuity - Mony Life Ins. Co. of America 58,875.43 Annuity - Mony Life Ins. Co. of America 37,918.49 Savings Account - Members 1" Fed. Credit Union 1 .67 6 - CD's - Members V Fed. Credit Union (1/3 int.) 13,103.24 1 Savings Account - Susquehanna Valley Federal Credit Union (1/3 int.) 4.581 .06 Gross Assets $244,816.88 II. DISBURSEMENTS: Funeral Expenses $ 2,491.42 Probate Fees - Register of Wills - Cumberland 366.50 Central Penn Business Journal - Advertisement of Letters 239.00 Cumberland Law Journal - Advertisement of Letters 75.00 Susquehanna Valley Federal Credit Union - Checkbook costs 18.68 Boswell, Tintner & Piccola - Legal Fee 12,750.00 Boswell, Tintner & Piccola - Disbursements 131.94 Verizon (7/30/12 - 9/14/13) 58.65 Comcast (7/30/12 - 2/22/13) 110.65 II. DISBURSEMENTS (CONT'D): UGI (7/30/12 - 7/10/13) 538.98 PP/L (8/20/12 - 8/1/13) 494.90 Penna. American Water (7/30/12 -8/1/13) 190.30 Lower Allen Sewer & Refuse (10/4/12 - 7/10/13) 440.84 Bonnie K. Miller - Tax Collector - Realty (8/20/12 - 8/1/13) 2,951.96 Erie Insurance Group - Home Owners (Mar. 27, 2013) 395.00 Register of Wills - PA Inheritance Tax & Filing Fee 11 ,776.01 Total Disbursements $ 33,029.83 III. RECAPITULATION: Gross Estate (Taxable): $244,816.88 Plus Cash Advanced by Heirs 18,413.02 $263,229.90 Less Disbursements - 33,029,83 $230,200.07 Distributions Made To Date 229.545.28 To Be Distributed: $ 654.79