HomeMy WebLinkAbout12-23-14 �
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IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PEI�1i�LVAl1� � o
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ORPHANS' COURT DIVISION �rn' � c, �"' � �
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In the Estate of- . ` � � ''
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Doris L. Dersin, Deceased . #21-13-1248 _..�, � U, ,�
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RELEASE WITH ACCOUNT ATTACHED
KNOW ALL MEN BY THESE PRESENTS,that the undersigned, being an heir,legatee
and distributee under the Last Will and Testament of Doris L. Dersin, deceased, does
hereby acknowledge that he has this day had and received of and from Denise E.Joseph,
Executrix, under the Last Will and Testament of the said Doris L. Dersin, deceased,the
assets and/or sum of money hereinafter set opposite his name in full satisfaction and
payment of his share of the Estate, and he hereby avers that he has examined the said
Account and agrees that the Account is true and correct and hereby waives his right to have
an account filed by the said Executrix in the Office of the Register of Wills in and for
Cumberland Counry and adjudicated by the Court of Common Pleas - Orphans' Court
Division.
Lance Joseph - One-third (1/3) of the rest, residue and
remainder of the deceased's estate and property
pursuant to ITEM THIRD of Decedent's Last Will
and Testament
THE UNDERSIGNED ACKNOWLEDGES that his entitlement to the within funds is
dependent upon there being no further sums determined to be due and owing by the estate
including, by the way of illustration, but not limitation,additional federal estate tax,
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Pennsylvania inheritance tax, federal and state income taxes, administrative expenses and
debts of the decedent; and, in the event there are such additional amounts due and owing
and the sum of money in the hands of the Executrix is insufficient to meet such expenses,
the undersigned agrees to refund to the Executrix a proportionate share of such expenses,
but not to exceed the amount received from the estate.
AND, THEREFORE, he does by those presents hereby remise, release, quit-claim and
forever discharge the said Denise E. Joseph, Executrix as aforesaid, her heirs,
administrators, successors and assigns, of and from the said assets and/or sum of money so
received, and of and from all actions, suits, accounts, reckonings, claims and demands
whatsoever for or by reason thereof, and of and from every other act, matter, cause or thing
toughing or concerning the same.
IN WITNESS WHEREOF,he has hereunto set her hand and seal this ���� day of
�� A.D., 2014. .--7
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LanceJoseph
COMMONWEALTH OF PENNSYLVANIA .
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COUNTY OF DAUPHIN .
On this � day of ���''-��j ,A.D., 2014, before me,a Notary Public,
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personally appeared Lance Joseph, and in due form of law acknowledged the within
Release to be his act and deed and desired the same to be recorded as such.
In witness whereof, I have hereunto set my hand and notarial seal.
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Notary Public —
My Commission Expires: � ��� ZL��S
doc.DERSOM.ESTATE.OF.DORIS.L.release.with.accountattached.lance.joseph.01595.11.25.14
ESTATE OF DORIS L. DERSIN DOD: 10/02/13
INFORMAL PROBATE ESTATE ACCOUNTING
PROBATE ASSETS:
M & T Bank Checking Account $ 1,100.06
Conseco Life Insurance — refund 237.00
Vanguard Annuity Replacement Checks 228.42
Wells Fargo IRA Distributions 973.28
Riversource Life Insurance Annuity payments 722.20
MFS — TOD Account dividends 245.38
Conseco Life Insurance — refund 389.73
Oppenheimer Funds— dividends 14.39
Church of God Home — LTC refund 3,585.60
PA Dept. of Revenue — Inheritance Tax refund 6.22
M & T Bank — interest 0.04
$ 7,502.32
PROBATE EXPENSES:
Register of Wills — Probate fees $ 313.50
Register of Wills — Renunciation fee 25.00
Cumberland Law Journal — estate ad 75.00
Carlisle Sentinel — estate ad 222.40
Register of Wills — additional Short Certificates 25.00
Jones & Henninger, P.C. — 1/2 attorneys fees 1,250.00
Register of Wills —Agent— Inheritance Tax 3,563.97
Birger A. Freeberg Funeral Home —funeral 7,812.41
Moshamon Valley Floral — funeral flowers 397.50
Riversource Life Insurance — repayment of
overpayment 1,002.05
Alert Pharmacy — medical bill 316.98
Frederick County Fire & Rescue — ambulance bill 560.00
Wetls Fargo — estate valuation fee 25.00
M & T Bank— checks 29.95
Wells Fargo — fees 65.00
$ 15,683.76
RESERVES:
Jones & Henninger, P.C. — balance of attorney
fees 1,250.00
Register of Wills — file Receipts & Releases 15.00
$ 1,265.00
(continued on next page)
RECAPITULATION
Probate Assets: $7,502.32
Less: Estate Expenses -15,683.76
Reserves -1,265.00
Net Value of Probate Estate -9,446.44
Balance Due Executrix From Each of Three Beneficiaries $3.148.81
INFORMAL PROBATE ESTATE ACCOUNTING 11.24.14