HomeMy WebLinkAbout01-21-14 (2) IN THE ORPHANS' COURT DIVISION RECORDED OFFICE Or
OF THE COURT OF COMMON PLEAS OF REGISTER OF MLLS
CUMBERLAND COUNTY, PENNSYLVANIA,i;i JFN 21 GM I O$
ESTATE OF JEAN MILLER, DECEASED CLERK OF
No. 2013-00389 ORPHANS- COURT
APPROVAL OF ACCOUNT, WAIVER, RECEIPT,CU CO., Pd
RELEASE AND AGREEMENT OF INDEMNITY
The circumstances leading up to the execution of this instrument are as follows:
1. Jean Miller died on October 8, 2012.
2. Letters of Administration were granted to George W. Miller, Jr. by the Register of
Wills of Cumberland County on April 5, 2013.
3. It is the desire of the Jean Miller heirs that the Estate be distributed without the
formality of a court proceeding in order to save the expense, publicity, and delay incident to
such court proceeding, and the Administrator is willing to make such distribution upon the
execution of this instrument.
4. An account of the administration of the Estate of Jean Miller has been prepared by
the Administrator. A copy is attached hereto as Exhibit A.
5. In consideration of the foregoing, each of the undersigned hereby:
A. Represents and warrants that he/she has read and understands this
instrument and that the facts set forth above are true and correct to the best of his/her
knowledge, information and belief;
B. Declares that he/she has examined the attached account of the administration
of the Estate and the attached schedule of distribution; that he/she finds them
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I
to be true and correct in all particulars; that he/she accepts and approves them as if they had
been duly filed, audited, adjudicated and confirmed absolutely by the Orphans' Court Division
of the Court of Common Pleas of Cumberland County, and as if the amounts shown as
distributable had been duly awarded to him/her;
C. Waives the filing and auditing of the account of the administration of the
Estate in the Orphans' Court Division of the Court of Common Pleas of Cumberland County,
and agrees that the Orphans' Court Division of the Court of Common Pleas of Cumberland
County may by its decree confirm the account and approve the schedule of distribution;
D. Requests the Administrator to make distribution of the principal and income
in accordance with the schedule of distribution, and effective upon delivery to him/her of the
amounts shown as respectively distributable, acknowledges receipt of such property;
E. Agrees to refund to the Administrator any amount which may at any time be
determined to have been an erroneous distribution to him/her, regardless of the cause of such
erroneous distribution, even if attributable to negligence, and agrees that any period for the
limitation of actions for the collection of any erroneous distribution shall commence only at
such time as the Administrator shall have obtained actual knowledge of such erroneous
distribution and that in no event shall the period for collection of any erroneous distribution be
less than two years after the actual discovery thereof;
F. Absolutely and irrevocably remises, releases, quitclaims and forever
discharges George W. Miller, Jr., individually and in his capacity as Administrator, from any
and all actions, suits, payments, accounts, reckonings, liabilities, claims and demands relating
in any way to the administration of the Jean Miller Estate;
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G. Agrees to indemnify and hold harmless, to the extent of the funds received
by him/her hereunder, George W. Miller, Jr., individually and in his capacity as
Administrator, from and against any and all claims, loss, liability or damage (including legal
fees and costs in connection therewith) which he may suffer or to which he may be subjected
by reason of his administration of the Estate, the settlement of his Administrator's account and
the distribution of the assets of the Estate without having the formal approval of the Orphans'
Court Division of the Court of Common Pleas of Cumberland County, including, but not
limited to, any liability for any federal estate tax, Pennsylvania inheritance tax or any other
death taxes, together with interest and costs incidental thereto, relating in any way to the
Estate; and
H. Declares it to be his/her intention that this instrument, consisting of three
pages, shall be governed by the law of Pennsylvania and shall be legally binding as an
agreement under seal upon him/her and upon his/her heirs, executors, administrators and
assigns;
I. Agrees that this agreement may be executed in counterparts.
Executed on:
(7-30- ,3 Aff/ / (Seal)
DATE George V. Miller, Jr.
(Seal)
DATE Sharon L. Ensor
(Seal)
DATE Richard Miller
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G. Agrees to indemnify and hold harmless, to the extent of the funds received
by him/her hereunder, George W. Miller, Jr., individually and in his capacity as
Administrator, from and against any and all claims, loss, liability or damage (including legal
fees and costs in connection therewith) which he may suffer or to which he may be subjected
by reason of his administration of the Estate, the settlement of his Administrator's account and
the distribution of the assets of the Estate without having the formal approval of the Orphans'
Court Division of the Court of Common Pleas of Cumberland County, including, but not
limited to, any liability for any federal estate tax, Pennsylvania inheritance tax or any other
death taxes, together with interest and costs incidental thereto, relating in any way to the
Estate; and
H. Declares it to be his/her intention that this instrument, consisting of three
pages, shall be governed by the law of Pennsylvania and shall be legally binding as an
agreement under seal upon him/her and upon his/her heirs, executors, administrators and
assigns;
I. Agrees that this agreement may be executed in counterparts.
Executed on:
(Seal)
DATE George W. Miller, Jr.
&Jk�— (Seal)
DATE Sharon L. Ensor
(Seal)
DATE Richard Miller
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G. Agrees to indemnify and hold harmless, to the extent of the funds received
by him/her hereunder, George W. Miller, Jr., individually and in his capacity as
Administrator, from and against any and all claims, loss, liability or damage (including legal
fees and costs in connection therewith) which he may suffer or to which he may be subjected
by reason of his administration of the Estate, the settlement of his Administrator's account and
the distribution of the assets of the Estate without having the formal approval of the Orphans'
Court Division of the Court of Common Pleas of Cumberland County, including, but not
limited to, any liability for any federal estate tax, Pennsylvania inheritance tax or any other
death taxes, together with interest and costs incidental thereto, relating in any way to the
Estate; and
H. Declares it to be his/her intention that this instrument, consisting of three
pages, shall be governed by the law of Pennsylvania and shall be legally binding as an
agreement under seal upon him/her and upon his/her heirs, executors, administrators and
assigns;
I. Agrees that this agreement may be executed in counterparts.
Executed on:
(Seal)
DATE George W. Miller, Jr.
(Seal)
DATE Sharon L. Ensoor,^ 'I
O/ /3 / fU (Seal)
DATE Richard Miller
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BEFORE THE REGISTER OF WILLS,
CUMBERLAND COUNTY, PENNSYLVANIA
No. 2013-00389
FIRST AND FINAL ACCOUNT OF
George W. Miller,Jr.,Administrator
For
ESTATE OF JEAN MILLER, Deceased
Date of Death: October 8, 2012
Date of Administrator's Appointment: April 5, 2013
Accounting for the Period: April 5, 2013-September 20, 2013
PURPOSE OF ACCOUNT: George W. Miller, Jr., Administrator, offers this Account to
acquaint interested parties with the transactions that have occurred during his administration.
The Account also indicates the proposed distribution of the Estate.
It is important that the Account be carefully examined. Requests for additional
information or questions or objections can be discussed with:
Debra K. Wallet, Esquire
24 N. 32nd Street
Camp Hill, PA 17011
I.D. #23989
(717) 737-1300
EXHIBIT A
SUMMARY OF ACCOUNT
Fiduciary
Current Acquisition
Paqe Value Value
Proposed Distribution
to Beneficiaries 5 $ 64,146.40
PRINCIPAL
Receipts 2 $ 92,877.65
Net Loss on Sales or Other
Dispositions
Less Disbursements
Debts of Decedent
Funeral Expenses 3 .8,567.49
Administration Expenses 3 1,491.32
Federal and State Taxes 3 3,258.45
Fees and Commissions 3 11,500.00 $ 24,817.26
Principal Balance on Hand $ 68,060.39
INCOME
Receipts
Income Balance on Hand
Balance Before Distributions $ 68,060.39
Distributions to Beneficiaries 4 3,913.99
Combined Balance on Hand $ 64,146.40
Page 1
RECEIPTS OF PRINCIPAL
Assets Listed in Inventory:
(Value as of Date of Death)
Cash and Bank Deposits:
Teamsters survivor annuity payment $ 486.00 $ 486.00
Tangible Personal Property:
Rolling Green Cemetery plot and vault $ 3,200.00 $ 3,200.00
Real :
267 Carlisle Avenue, Enola, PA
Based on proceeds from sale $ 88,087.64 $ 88,087.64
Refunds:
State Farm refund $ 20.72 $ 20.72
TOTAL ASSETS LISTED IN INVENTORY: $ 91,794.36
Receipts Subsequent to Inventory
(Valued When Received)
Prudential Insurance $ 1,083.29 $ 1,083.29
TOTAL RECEIPTS OF PRINCIPAL: $ 92,877.65
Page 2
DISBURSEMENTS OF PRINCIPAL
Funeral Expenses:
John C. Sullivan Funeral Home 6/3/13 $ 4,485.00
Reimbursement to Richard Miller 6/21/13 11.82
for funeral home deposit
Reimbursement to Sharon Ensor for 225.67
Pamela's Flowers bill
Reimbursement to Richard Miller for 1,922.50
1/2 of funeral payment and Rolling Green bill
Reimbursement to Sharon Ensor for 1,922.50 $ 8,567.49
1/2 of funeral payment and Rolling Green bill
Administration Expenses:
Probate Fees $ 363.50
Attorney's postage, copies, mileage, etc. 40.00
Pennsylvania American Water 5/1113 51.79
5/30/13 20.70
PP&L Electric 5/1/13 45.15
5/30/13 17.44
6/24/13 88.18
East Pennsboro Twp. (sewer) 5/8/13 138.00
State Farm Insurance (homeowner's) 5/1/13 53.41
Estate Checks 5/8/13 18.15
George Miller(reimb. For property maint.) 5/29/13 645.00
Reserve for Filing of Account 10.00 $ 1,491.32
Federal and State Taxes:
PA Inheritance Tax 7/5/13 $ 3,258.45 $ 3,258.45
Fees and Commissions:
Debra K. Wallet, Esq.--Attorney Fees 7/9/13 $ 1,750.00
1,750.00
George W. Miller, Jr. --Administrator Fee 8,000.00 $ 11,500.00
(includes work to prepare home for sale)
Page 3
DISTRIBUTION TO BENEFICIARIES
TO: Richard Miller
c/o Mark Silliker, Esq.
Silliker& Reinhold
5922 Linglestown Road
Harrisburg, PA 17112 payment of out- $ 713.99
standing fuel oil bill
Rolling Green 3,200.00
cemetery plot&vault
TOTAL DISTRIBUTION TO BENEFICIARIES: $ 3,913.99
Page 4
PROPOSED DISTRIBUTION TO BENEFICIARIES
TO: George W. Miller, Jr.
492 Lancaster Avenue
Enola, PA 17025 $ 21,620.14
Richard Miller
c/o Mark Silliker, Esq.
Silliker& Reinhold
5922 Linglestown Road
Harrisburg, PA 17112 20,906.13
Sharon L. Ensor
c/o Charles J. Hartwell, Esquire
Dethlefs-Pykosh Law Group, LLC
2132 Market Street
Camp Hill, PA 17011 21,620.13
TOTAL PROPOSED DISTRIBUTION TO BENEFICIARIES: $ 64,146.40
Page 5