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Home My WebLink About04-11-14 (2) tiu�, � c � � m � c� rn � W � ro �? o rn = G, � cn �' � z,, r-- �,, --t � r- � rn rn rn � � � F"' � v .ir . �• c� O C7 C"� O —� "'r7 'sl � p "t't � ,� �'i FAMILY SETTLEMENT AGREEMENT � ..�.� � r � FILING OF ACCOUNT � � � � AGREEMENT executed April 7, 2014, by and between Jennifer L. Bottaro, Executor of the Will of Ralph D. McNatt, Deceased, and the signatories of this Agreement. WITNESSETH: WHEREAS, Ralph D. McNatt died on October 5, 2012 , having first made and published his Last Will and Testament dated December 29, 2009, in which Ralph D. McNatt named Jennifer L. Bottaro as Executor. A true and correct copy of said Will is attached hereto, made part hereof and marked Exhibit "A" ; and WHEREAS, on October 15, 2012 said Will was duly probated by the Register of Wills of Cumberland County, Pennsylvania, and Letters Testamentary granted thereon to Jennifer L. Bottaro, as Executor; and WHEREAS, the Executor has proceeded with the administration of said estate and has prepared her First and Final Account and Schedule of Distribution. A true and correct copy thereof is attached hereto, made part hereof and marked Page 1 of 6 � Exhibit "B" ; and WHEREAS, the parties hereto desire that the Executor shall not be required to file said Account with the Orphan' s Court of Cumberland County, and that the net estate of the decedent shall be distributed without the necessity of filing a formal account. NOW, THEREFORE, the parties hereto intending to be legally bound hereby, mutually agree as follows : 1 . The parties hereto, and each of them, agree and acknowledge that they have fully and carefully examined the First and Final Account of Jennifer L. Bottaro, Executor of the Will of Ralph D. McNatt, Deceased, and Schedule of Distribution relating thereto, and find them to be true and correct, and acceptable to the parties hereto and each of them, and further that each of them has received a copy of this Agreement and of the said Account and Schedule of Distribution. 2 . The parties hereto do hereby release, remise and forever discharge the Estate of Ralph D. McNatt and Jennifer L. Bottaro, Executor of and from all manner of acts, suits, claims, accounts, accountings, debts, dues and demands whatsoever which they or any of them of their legal representatives or assigns may at any time hereafter have, against the Executor, the said Estate Page 2 of 6 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 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 . This instrument is a full and final Family Settlement Agreement by and among the parties hereto, both fiduciary and individual, all of the same having been arrived at, concluded and executed after a full and complete disclosure of the assets of the said estate and the rights of the parties therein and thereto and all of the parties hereto, and each of them agrees to abide by the terms hereof. 4 . The parties hereto, and each of them, agree that they will at all times in the future and whenever necessary, appropriate or convenient, make, execute and deliver to the said Executor, and/or to the other party 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 Executor to fulfill her duties with reference to the said estate and all of the assets thereof. 5 . This Agreement constitutes the entire Page 3 of 6 understanding among the parties hereto, and each of them acknowledges that no representations or statement of any kind, written or oral, have been made to them or any of them prior hereto by the Executor or by any other person or party upon her behalf. 6. This Agreement shall enure to the benefit of and shall be binding upon, the parties hereto, and each of them, their heirs, executors, administrators, successors and assigns . 7 . All parties agree that Jennifer L. Bottaro shall serve as custodian for the gifts to Damian McNatt and Reilly McNatt, that Joshua McNatt shall act as custodian for Maddeline McNatt and that Heather MacMurtric shall act as custodian for Olivia MacMurtric. IN WITNESS WHEREOF, the parties hereto have hereunto set their respective hands and seals the day and year first above written. Page 4 of 6 _ _ Witness: �_ �c.? � Jenni er L. Bottaro, Executor/Administrator �'�v Jennif r L. Bottaro, individually Randy D. McNatt Heather MacMurtric for Olivia MacMurtric He the MacMurtric , '�?-�-�Q��-- � Amy . McNatt -�-�r�'�.,y ��- Timothy T. McNatt .�.��no-�"yy� -y?��'_ G' Timothy T. McNatt for Damian McNatt �^-� �l/�" , Brian D. McNatt for Reilly McNatt L� � .-• Br' D. McNatt ��w Joshua McNatt Page 5 of 6 :.� r Joshua McNatt for Maddeline McNatt 3� F Page 6 of 6 ��:,� REGISI`ER OF VtlILLS CERTIFICATE �� CUMBERLAND CQUNTY GRANT OF LETT�RS PENNSYLVANIA �. � � No. 2012• 01191 PA No. 21- 12- 11 11 Estate O�: RALPH DAVID MCNATT r�icsr,r��awte,aasu La te Of: LEMOYl1fE BOROUGH CUMBE�r'LANU COUNTY Deceased Sacia,t Security No: WHEREAS, on the 15th day af October 20I2 an instrument dated December 29th 2009 was admitted ta probate as the 2ast wi.�3 of RALPN DAVlD MCNATT l�rst,Middle;Lastl Iate �f LEMQYNEB�ROUGH, CUMBERLAND County, who died c�n the 5th day af actober 2012 and, WHERE.�S, a true cc�py of the wi.Z� as probated is annexed hereto. THEkEFORE, I, GLENDA FARNER STRASBAUGH , Register of Wi31s in and for C'UMBERLAND Caunty, in the Cornmonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARYto: JENIVIFER L BOTTARO wha has duly qualified as EXECUTOR(RIXI and has agreed to administer the estate accord�ng to Iaw, a11 of which fu.Ily appears of record in my o�'fice a� CUMBERLAND GOUNTY COURT HOUSE, CARLISLE, PENNSYL VAN�A. IN TESTIMaNY WHEREOF, I have hereunto set my hand and affixed the seaI of my office on the 15th day of Octnber 2012. � , � ��`� , M ' � � � � � a ,S 1 eputy Exh A **NO?'E*� ALL .NAMES ABOVE APPEAR (FSRST, MIDDLE, LAST) r-H tl . . • � � . i: �FC.��G�aFFiC��F t I� lASTWILLANDTESTAMENT ��;r�,`i�`;,,V;; �,,��C �� F ��i 2 OCT 15 AFi!Q� ! 3 RALPH D. McNATT . L�..i:�•.�.� OP�PHAN'S�OURT I. RALPH D. McNATT, of Lemoyne 8orou �,M��dFACaunty, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament� hereby revoking all other Wills and Codicils heretofore rnade by me. �IRST � l direct the Payment of my just debts and the expenses af my last illness and funeral from rany estate as soon aRer my death as conveniently may be done. I shali � be buried in Rolling Green Cemetery, Space 2 of l.ot 146A. My co-executrices shall . �retain and make available those six adjacent burial spaces in Rolling Green Cemetery owned by me, for distribution, in their discretion, to my issue and�� the spouses of my issue, as may be convenient. SECOND � ! have made certain loans af varying amounts to three of my children and to one grandchild, and I intend that any amounts thereof not fully repaid at the time of my death shall be treated as advancements of the borrowers' respective shares of my estate. I intend to designate some or ali of my children as beneficiaries of certain �IS,� non-probate assets following my death. I direct my co-executrices to take into . � �account the aforementioned advancements and non-probate transfe�s in calculating z�a9 M�ri�saeec . �H�'.P" � �#fie five dist�ibut�ve shares passing under this my WiN, so as to equaUze each share ' %`,� ��; after taking into account such adjustrnents, even if the resulting adjustments shou[d ' � entirely eliminate one or more share(sj of my probate estate. Payment,from the residue of my probate estate, af inheritance taxes attributable to the transfer of my a._ _.. _.. _. _. .. --�-� -- � � —— . 11 , I • • . ; non-probate assets to less than all of the benef�claries of my estate shall afso be � ;� considered by my co-executrices in calculattng the final distributive shares of my : estate. � If the unpaid amount of any lifetime loan from me owed by any beneficiary i should exceed such beneficiary's share of my combined probate and non-probate assets avaifable for distribution, then such excess balance awed shall be a continuing abligation payable to my estate, and no such obligation shall be deemed cancelled as a result of my death. THIRD � � . Subject to the adjustments described under the preceding Article SECOND, 1 . . give, devise and bequeath ail the rest, residue and remainder of my estate, in five (5) � � equal shares, as follaws: � A. One-fifth to Xny daughter, AMY S. McNATT,per stirpes; � B. �One-fifth to my daughter, JENNIFER L. BOTERRO,persfirpes; C. One-fifth to my son� RANDALL D. McNATT,persfirpes, D. One-fifth to my son� TIMOTHY T. McNATT,persfirpes;and E. One-fifth to be divided amang all of my grandchildren and great- grandchild(ren), in equat shares,per caplta. F. If any minor less than 21 years of age shall be entitled to receive any assets hereunder, I give such minor's�share to such person or enti#y as my Co -Execufrices SAIDIS, F�O�V��FD.it�6z shall appoint, as Custadian for the minor under the Pennsylvania UnifoRn Transfers � � ��o��s� to Minors Act. Cunp Hill.PA �r� G. No interest In income or principai shail be assignabie by a beneficiary or U�% � available to anyone having a claim against a beneficiary before actual payment tv the beneficiary. 2 . � . ' . • •�' ' FOURTH i I dire�t that any and alt inheritance taxes imposed upon my estate passing � under this Will or otherwise shall be paid out of the prinapai of my residuary estate. FIFTH 1n additbn to the powers conferred by law, I authorize any personai representative, tn,stee or guardian acting under this instrvment� in her absolute discretion: (a) To retain in the form received. or to sell either at public or private sale any real or personal property; , (b) To exercise any options to subscribe for stocks, bonds, or.qther investments; � (c) To join in any plan of lease, martgage� consolidation� exchange, reorganization.or foreclosure of any corporation in which my estate or any trvst . may hold stocks, bonds or other securi#ies; (d) To setl, transfer, convey, mortgage, pledge, lease o� exchange � � any property, real or personal� which at any time may form part of my estate, fo� the payment of debts or taxes, or for any purpose of administratlon ar � dlstribution, for such prices and upon such terms as �they, in their sote dlscret�on, may deem wise, and to execute and deliver deeds of conveyance �� or transfer thereof; � IIlVDSAY . (e) To make settlements and compromises on such terms as they, 2109 Markec Saea �Camp Hlll,.PA in their sole discretion may deem wise without the necessity of obtaining any �'�� caurt approval thereof; • 3 . �� , . ; (� To make distribution hereunder either in cash or kind, as they, in ; their discretion may deem wise. �, SIXTH jI do hereby nominate, constitute and appoint my daughters, Amy S. McNatt , and Jennifer L. Botarro� to act as Co-Executrices of this my Last Will and Testament. SEVENTH I direct that no personal representative, guarclian or other fiduciary appointed under this instrument shall be required to give bond for the faithful performance of his or her dut�es in any,jurisdiction. . IN WITNESS WHEREOF, I, RALPH D. McNATT, have hereunto set my�hand� and seal to this my �ast Will and Testament, consisting of four(4)�typewr(tten pages� .. . the.first three�{3)of which bear my �nitials in the margin fo�identifrcation, this �� day of December� 2009. . � � �� . H D. McN �Testator Signed, sealed. published and declared by the above-named Testator, RALPH D. McNATT, as and for his Last Will and Testament in the presence of us,vsrho have hereunto subscribed our names at his request as wi#nesses thereto. In the presence of said Testator and of each other. � FIAWER�6� � � � ADDRESS 2+�4 ��4.� �� Ziost�s� Witness � Camp HI!!�PA /) • `/: ��. Cr !7 L---~ � �� ADDRESS ,�%I��' �. � ess .. � . 4 , , � . . , • � .. . COMMONWEAI.TH OF PENNSYLVANIA : : ss. �� COUNTY OF CUMBERLAND : � WE, RALPH D. McNATT, 'Te�+R=£� r�wE�and �I��qr1 �d(a�,the j Testatvr and witnesses, respectively whose names are signed to the foregoing or attached instrument, being first duly swom, do hereby declare to the undersigned authority that the Testator slgned and executed the instrument as his Last Will and Testament and that he signed willingly and that he executed as his free and voluntary act far the purposes therein expressed, and that each of the witnesses� in the presence and hearing of the Testabor signed the Will as witness and that to the best of their knowledge the Testator was at the time 18 or more years of age, of sound mind and under no canstraint or undue influence. . � �� . D.�McNA , estator � � Witness � �� ,� sss . Subscribed� swom to and acknowledged befare me by RALPH D. McNATT, � . ' the Testator� and subscrib.ed to and swom or affirmed to before me by � � �'7�+aM�s�E, F�owc� and ��4uu s�k�v� witnesses, thls ��- day of � December, 2U09. + � �-^• . ,F N Not PubNc Nourarsw tr�an+.S�h,t�lo�u�r P� m"°��'""°'�t.°oi"�'`sots , FI�.IWER�'S� . I1IVDSAY xio9��s� Cunp HlU,PA 5 • . First and Final account of Jennifer L. Bottaro, Executor for ESTATE OF Ralph D. McNatt, Deceased Date of Death: October 5, 2012 Date of Executor's Appointment: October 15, 2012 Accounting for the Period: October 5, 2012 to March 26, 2014 Purpose of Account: Jennifer L. Bottaro, Executar, offers this account to acquaint interested parties with the transactions that have occurred during the executor's administration. The account also indicates the proposed distribution of the estate. It is important that the account be carefully examined. Requests for additional inform tion or questions or objections can be discussed with : �� William L. Adler, Esquire Attorney for Personal Representative 4949 Devonshire Road Harrisburg, PA 17109 717-652-8989 Supreme Court ID Number 39844 Bal cr,billadlerlaw.com Dated: March 26, 2014 Exh B -1- SUMMARY Principal Receipts $394, 103 . 65 Losses ($5, 479 . 28) Disbursements ($78, 360 . 20) Income $8, 762 . 23 Total Remaining for $319, 026 . 40 Distribution -2- � � :_ �,�. �.��.��..� , ��:��-�.�-�.r.�� . Receipts of Principal Assets listed in inventory Fiduciary Acquisition (Valued as of Date of Death) Value Cash: PSECU account $62,343.47 2566016224375 (see attached exhibit Car, Buick Lacrosse, id $8,800.00 number 2G4we587361264154, 42,665.00 miles Trade in value See attached exhibit*) Geico refund $245.96 Dauphin County fines and $3.33 costs November 24, 2012, $96.03 refund, DirecTV April 12, 2013, CVS $22.04 April 12, 2013, CVS $22.04 November 25, 2013 636.00 Refund income taxes Stocks Metlife computer shares $424.92 12 shares of common stock, Metlife around 35.41/share 424.92 IRA -3- DWS $118, 830 . 12 (not in estate account) Realty: 821 Pennsylvania $122, 000 . 00 Avenue, Lemoyne Pennsylvania Loans : Loan to Amy McNatt $28, 296 . 33 Loan to Randy McNatt $37, 470 . 02 Loan Payments Amy McNatt October 30, 2012 $1, 000 . 00 November 26, 2012 $1, 000 . 00 January 7, 2013 $1, 000 . 00 February l, 2013 $1, 000 . 00 March 4, 2014 $1, 000 . 00 April 10, 2013 $1, 000 . 00 May 6, 2013 $1, 000 . 00 May 31, 2013, $21, 122 . 76 mortgage payoff Loan Payments from Randy McNatt -4- October 30, 2012 $219 . 25 December 5, 2012 $219 . 25 January 7, 2013 $219 . 25 February l, 2013 $219 .25 March 4, 2013 $219 .25 March 18, 2013 $3, 000 . 00 April 12, 2013 $219 . 25 May 30, 2013 $219 . 25 August 30, 2013 $219 . 25 September 28, 2013 $219 . 25 Liberty Mutual Refund, $17 . 00 November 8, 2013 UGI Refund, November 22, $21 . 69 2013 Shipley energy refund, $193 . 45 March 17, 2014 Life Insurance Proceeds, January 23, 2013 $166, 181 . 71 Northwestern mutual Total Receipts of $394, 103 . 65 Principal Gains and Losses on Sales or Other Dispositions Date Asset Value Gain Loss PSECU account $62,343.47 ($663.59) (liquidated amount 61679.88) Sale Met Life stock $424. 92 $183.00 424.92 Sale price607.92 -5- Sale of 821 $122,000.00 ($4, 998.69) Pennsylvania Avenue (sale price, $117,001.31) $183.00 ($5, 662.28) Total Gains and ($5, 662.28) Losses Less Loss $183.00 Net Gain $0.00 ($5,479.28) -6- Disbursements of Principal Date Debts of Decedent Amount Total DISTRIBUTIONS March 5, Randy McNatt $3, 000 . 00 2013 March 5, Amy McNatt $3, 000 . 00 2013 March 5, Tim McNatt $3, 000 . 00 2013 March 5, Jennifer Bottaro $3, 000 . 00 2013 Jennifer Bottaro $8, 800 . 00 (Buick) Timothy McNatt DWS Distribution $39, 610 . 04 Amy McNatt DWS Distribution $39, 610 . 04 Jennifer Bottaro DWS Distribution $39, 610 . 04 Debts Paid 11/11/12, LaSalle $50 . 00 Academy Pledge 11/12/12, VNA $32 . 00 Community Cure Service 11/10/12, Pinnacle $130 . 00 Cardiovascular 11/27/12, VA, $285 . 93 medical bill -7- a. �v. �_�. ��, � i. ��.�� . �� ..� _.��. _-� ,. _. 1/23/13, $45 . 78 Nephrology Assoc Nephrology Assoc $45 . 78 ADMINISTRA TION EXPENSES Funeral Expense, $575 . 00 Mussleman Funeral Home Personal Representative Commission $19, 035 . 00 (shown below) Attorneys ' Fees $19, 035 . 00 (shown below) Great Road $50 . 50 Settlement Services, mortgage satisfaction October 23, 2012, $636 . 00 liberty mutual, health insurance October 24, 2012, $114 . 98 PPL October 25, 2012, $722 . 50 Amy McNatt, reimbursement for interment fee October 26, 2012, $285 . 00 Rolling Green Cemetery -8- October 26, 2012, $1, 018 . 83 Jennifer Bottaro, reimbursement for interment, EIN and flowers October 30, 2012 $55 . 68 Pennsylvania American water November 6, 2012, $42 . 50 Pennsylvania American water November 10, 2012, $152 . 11 UGI November 14, 2012, $51 . 40 Lemoyne sewer bill November 14, 2012, $314 .26 Comcast final bill November 14, 2012, $20 . 35 Pennsylvania American water November 15, 2012, $96 . 67 PP&L Penn Live ad for $10 . 00 car November 25, 2012 $28 . 00 Patriot ad for car December 4, $173 . 84 2012, Thermotech, Inc, furnace repair December 11, 2012, $138 . 03 UGI December 11, 2012, $40 . 00 Lemoyne sewer December 12, 2012, $203 . 31 PP&L January 4, 2013, $41 . 90 sewer -9- January 4, 2013, $43 . 50 trash January 13, 2013, $157 . 73 UGI January 13, 2013, $267 . 16 electric January 17, 2013, $32 . 48 water February 8, 2013, $45 . 70 sewer The very 14th 2013, $267 . 93 UGI February 14, 2013, $231 . 93 electric February 14, 2013, $36 . 78 water March 1, 2013, $42 . 85 sewer March 11, 2013, $43 . 50 trash March 17, 2013, $194 . 46 electric March 17, 2013, $779 . 95 County real estate taxes March 18, 2013, $277 . 43 UGI March 18, 2013, $30 . 20 water April 4, 2013, $40 . 00 sewer April 8, 2013, UGI $223 . 68 April 17, 2013, $37 . 91 water -10- April 17, 2013, $172 . 04 electric May 1, 2013, sewer $63 . 75 May 15, 2013, UGI $97 . 75 May 15, 2013, $73 . 11 electric May 20, 2013, $31 . 28 water June 4, 2013, $43 . 50 trash June 4, 2013, $20 . 05 sewer June 16, 2013, UGI $56 . 90 June 16, 2013, $30 . 35 water June 16, 2013, $67 . 93 electric July 1, 2013, $1, 602 . 89 school taxes, real estate July 1, 2013, $40 . 00 sewer July 12, 2013, UGI $17 . 11 July 20, 2013, $61 . 82 electric July 20, 2013, $36 . 09 water August 6, 2013, $17 . 11 UGI August 6, 2013, $41 . 90 sewer August 17, 2013, $33 .24 water August 17, 2013, $61 . 22 electric -11- ,. . . �.,. �.a, �. �� , ,�..� ��.� � , ,,-.� �.�-� August 31, 2013, $40 . 00 sewer August 31, 2013, $43 . 50 trash September 5, 2013, $17 . 11 UGI September 16, $37 . 98 2013, water September 16, $64 . 38 2013, electric September 20, $475 . 00 2013, T. Shelter, dumpster to remove house contents September 26, $43 . 80 2013, sewer October 9, 2013, $21 . 69 UGI October 15, 2013, $44 . 75 PPL October 15, 2013, $29 . 47 Pennsylvania American water UGI, October 20, $26 . 13 2013 Taxes Paid Register of Wills, $11, 000 . 00 Agent, inheritance tax, December 18, 2012 -12- _ Register of wills, $3, 907 . 00 agent, inheritance tax, October 4, 2013 Pennsylvania $47 . 00 Department of revenue, October 4, 2013 Register of wills, $50 . 00 additional probate fee, October 17, 2013 Register of wills, $30 . 81 remainder inheritance tax, February 11, 2014 Fees Paid William Adler $2, 500 . 00 January 7, 2013 Jennifer Bottaro, $2, 500 . 00 executor fee, January 7, 2013 Jennifer Bottaro $2, 500 . 00 1/7/3 William Adler $1, 500 . 00 1/7/3 Jennifer Bottaro $11, 000 . 00 October 4, 2013 William Adler, $11, 000 . 00 October 4, 2013 Total $78, 360 . 20 -13- ,. . � .�. . .,., �< � ��_ �... �.. ��, .��.� ��-��a;,��:: �.4� s ;-� �, , .�.�<, . . ,� __ _ Receipts of Income Dividends MetLife August 30, $3 . 30 2013 December 5, $8 . 88 2012 September 28, $3 . 30 2013 March 17, $3 . 30 2014 March 17, $3 . 30 2014 Fines and costs January 7, $6 . 66 2013 Pennsylvania pension January 7, $62 . 52 2013 DWS November 13, $728 . 77 2012 DWS November 13, $2, 927 . 31 2012 DWS November 13, $928 . 51 2012 DWS November 13, $3, 790 . 38 2012 PSECU Dividends 10/31/12 $1 . 37 Nov $5 . 34 Dec $5 . 62 Jan 2013 $8 . 65 Feb $16 . 84 Mar $18 . 13 April $17 . 00 May $17 . 75 -14- ,�. .. . ti, . . tv � F:v x,. � � .��:x- �;,��- �� . - _. � June $18 . 81 July $19 . 33 August $19 .28 September $18 . 65 October $24 . 66 November $26 . 11 December $27 . 02 January $27 . 03 February $24 . 41 Total $8, 762 . 23 Debts to be paid William ($4, 035 . 00) � Adler, remainder of fees Jennifer ($3, 035 . 00) J Bottaro, remainder of fees Filing family ($25 . 00) ./ settlement agreement Amount $319,026.40 remaining for distribution Net remaining $311, 931 . 40 for distribution -15- Proposed Distributions to Beneficiaries Net remaining $311, 931 . 40 Addition of all life $118, 830 . 12 insurance paid from DWS IRA Randy McNatt Loan $32, 748 . 22 Balance Inheritance taxes attributable $5,276.00 to DWS** (see footnote) Rent, 10/5/2011 to $14,500.00 March 5, 2014 @ $500/month= $14,500.00 Utilities $5,532.00 Paid by estate Distributions made $20,800.00 Total $509,617.74 .20x 509,617.74= 101,923.55 Distributions received Distributions to be Received Amy S. McNatt $5 7, 5 5 4 . 5 5 '� DWS payment $39,610.00 Inheritance tax, DWS $1,759.00 Distribution, 3/5/13 $3,000.00 Jennifer L. Bottaro Dws Payment $39,610.00 $48,754.55 � Inheritance Tax, DWS $1,759.00 Distribution, 3/5/13 $3,000.00 Buick distributed $8,800.00 -16- �<_ 5� �,x � � �� .� �:. ,� Randall D. McNatt $6 6, 17 5 . 5 5 f Loan balance $32, 748 . 00 32, 277 . 52+470 . 70 (interest to 3/1/14) Distribution, 3/5/13 $3,000.00 Timothy McNatt $37,522.55 � Rent, 10/5/2011 to $14,500.00 March 5, 2014 @ $500/month= $14,500.00 Utilities $5,532.00 Paid by estate DWS Payment $39,610.00 DWS Inheritance tax $1,759.00 Distribution, 3/5/13 $3,000.00 Grandchildren and greatgrandchildren 1/35 each Brian D.McNatt ✓ $14,560.50 5027 Turtle Lane Mechanicsburg,PA 17050 (Reilly's father) Damian McNatt.� $14,560.50 � c/o Tim McNatt � 5217 E.Trindle Rd. Apt.13 Mechanicsburg,Pa 17050 (age 6) (Father is Tim) Maddeline McNatt `� $14,560.50 '� 809 Rosemont Ave. New Cumberland, PA 17070 (birthdate: 11/19/12) (Joshua's daughter) Joshua McNatt ✓ $14,560.50 '� 809 Rosemont Ave. New Cumberland, PA 17070 (Maddeline's parent) Olivia MacMurtric ✓ $14,560.50 '� c/o Randy McNatt 922 Nixon Drive Mechanicsburg , Pa 17055 (age 2) (Heather's daughter) -17- Heather MacMurtric ✓ $14,560.50 '� c/o Randy McNatt 922 Nixon Drive Mechanicsburg , Pa 17055 (Olivia's mother) Reilly M. Mcnatt �/ $14,560.50 ✓ 5027 Turtle Lane Mechanicsburg, PA 17050 (age 5) (Brian's daughter) 197687 5311,930.70 $311,930.70 $197,687.00 5509,617.70 Cash Available for 5319,026.90 Distribution Distributions ($311,930.70) Payments to be made ($9,035.00) ($3,035.00) ($25.00) Total $0.70 *� The inheritance tax from the DWS IRA has to be allocated to those three beneficiaries pursuant to the will. The DWS asset was valued at $135,317.00. The total estate was $395,091. DWS was 390 of the total estate. The inheritance tax paid was 515,517.00. 39°s of $15,517 = 55,276.00 -1 g- �;_ - �. < �T . �� . .._ ��- ;�_ � � .. Jennifer L. Bottaro, Executor under the Last Will and Testament of Ralph D. McNatt, deceased, hereby declares under oath that he has fully and faithfully discharged the duties of his office; that the foregoing First and Final Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the estate have been paid in full; that, to his knowledge, there are no claims now outstanding against the Estate; and that all taxes presently due from the estate have been paid. � v ��Z� nifer L B ttaro, Executor -19-