HomeMy WebLinkAbout01-08-15 Pa. O.C. Rule 6.12 STATUS REPORT
REGISTER OF WILLS OF Cumberland COUNTY, PENNSYLVANIA
Name of Decedent: Tom H. Bietsch
Date of Death: 08/26/2013 File Number:21-13-0951
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: . . . . . . . . . . . . . . . . . . . . 0 Yes O 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. l is YES, state the following:
a. Did the personal representative file a final account with the Court? . . . . . . . DYes MNo
b. The separate Orphans' Court No. (if any) for the personal
representative's account is:
rn
Cn
c. Did the personal representative state an account '
informally to the parties in interest? . . . . . . . . . . . . . . . . . . . . . . . . . . . �` 'esco E.�o�
sz> C,
d. Copies of receipts, releases,joinders and approvals of formal or informal-accbAls ra4 be,,,
filed with the Clerk of the Orphans' Court and may be attached to this re: ccs
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a) -n
Date /
Signature fPerson Filing this Form
Capacity: ElPersonal Representative Counsel
Richard C. Snelbaker
Name of Person Filing this Form
Snelbaker&Brenneman, P.C.
Address
44 West Main Street, Mechanicsburg, PA 17055
717-697-8528
Telephone
Form RW-10 rer. 10.13.06
RECEIPT AND RELEASE
WHEREAS, Tom H. Bietsch, late of Borough of Carlisle, County
of Cumberland and Commonwealth of Pennsylvania, died on August
26, 2013, having first made his Last Will and Testament in
writing probated before the Register of Wills of said Cumberland
County on September 6, 2013, and Letters Testamentary were issued
on the same date to T. Allan Bietsch, the Executor named in the
Last Will and Testament of said Decedent;
and
WHEREAS, said Executor has entered upon and completed his
administration of said Decedent ' s Estate as set forth in his
First and Final Account attached hereto, and intends to
distribute the net balance of the assets of said Estate to the
persons named in the Statement of Proposed Distribution also
attached hereto, both of said documents being incorporated herein
by reference thereto; and
NOW, THEREFORE, KNOW ALL MEN BY THESE PRESENTS, that I, T.
Allan Bietsch, being the principal legatee and distributee named
in the Will of said Decedent and the person entitled to share in
the residuary distribution of the Estate of said Decedent, do
hereby declare and say that I have examined the attached Account
and Statement of Proposed Distribution, and find the same to be
true and correct, and in strict accordance with the terms and
LAW OFFICES
SNELBAKER& 1
BRENNEMAN, P.C.
provisions of said Will, and I do hereby acknowledge that I, this
day have, had and received of and from T. Allan Bietsch, Executor
of the Estate of Tom H. Bietsch, the cash and/or personalty set
opposite my name in the above mentioned Statement of Proposed
Distribution, in full satisfaction, payment and discharge of all
such sum or sums of money, legacies and bequests, share or
shares, purparts and dividends which were due, owing and payable
and belonging to me by any means whatsoever, for or on account of
my full share, part or dividend of the Estate of Tom H. Bietsch,
Deceased.
NOW, THEREFORE, I, the said T. Allan Bietsch do by these
presents, remise, release, quit-claim and forever discharge the
said T. Allan Bietsch, his heirs, executors and administrators,
of and from my said shares or dividends of the Estate aforesaid,
and of and from all actions, suits, payments, accounts,
reckonings, claims and demands whatsoever, for or by reason
thereof, or of any act, matter, cause or thing whatsoever, from
the beginning of the world to the day and date of these presents .
AND, desiring to avoid the delay and expense of the
settlement of said Estate by filing the foregoing Account of said
administration in the Office of the Register of Wills of said
Cumberland County and by having the balance in the hands of the
Executor, as shown by said Account, distributed by the Court of
Common Pleas of Cumberland County - Orphans ' Court Division, I do
hereby agree that the foregoing Account and Statement of Proposed
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SNELBAKER& 2
BRENNEMAN, P.C.
Distribution concerning the matter of settlement may be recorded
with the same effect upon me, as if the same had been reported
upon by said Court, in a decree of distribution made on such
proposed Statement of Distribution by the said Court of Common
Pleas - Orphans ' Court Division.
AND in consideration of the aforesaid settlement being made
without the aid of such Court of Common Pleas - Orphans ' Court
Division, that I, the said T. Allan Bietsch do hereby agree that
if any debts or demands other than those included in the above
referenced First and Final Account, as hereinbefore set forth,
shall be hereafter recovered against the Estate of said Decedent
and be legally payable out of the same, that I will return to the
said Executor such amounts thereof as may be necessary to pay
such debts or demands.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
this 15 A- day of 1 20
WITNESSED Y:
4 5, (SEAL)
T. Allan 'Bietsch
LAW OFFICES
SNELBAKER&
BRENNEMAN, P.C.
STATE OF WASHINGTON
COUNTY OF SS.
On this the day of
20 before me, a Notary Public in and for said State and
County, the undersigned officer, personally appeared T. Allan
Bietsch, known to me (or satisfactorily proven) to be the person
who-se name is subscr-.11bed to the within instrumen.t. and
acknowledged that he executed the same for the purposes therein
contained.
IN WITNESS WHEREOF, I hereunto set my hand and official
seal .
Notary PU011c
MAo��y���y
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NOTARY
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SNELBAKER& 4
BRENNEMAN, P.C.
ESTATE NO.21-13-0951
FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED
DISTRIBUTION OF AND BY T.ALLAN BIETSCH, EXECUTOR
OF THE ESTATE AND UNDER THE LAST WILL AND TESTAMENT
OF TOM H. BIETSCH, DECEASED, LATE OF THE BOROUGH OF
CARLISLE, CUMBERLAND COUNTY, PENNSYLVANIA
T.Allan Bietsch, Executor as aforesaid and Accountant herein,
avers as follows:
DATE OF DECEDENT'S DEATH: August 26, 2013
DATE LETTERS TESTAMENTARY ISSUED: September 6, 2013
DATES EXECUTOR'S NOTICE ADVERTISED:
Cumberland Law Journal September 20, 27, & October 4, 2013
The Sentinel September 14, 21, 28, 2013
FIRST AND FINAL ACCOUNT
PERSONALTY-PRINCIPAL ACCOUNT
DEBITS
The Accountant charges himself with the receipt of the following items of
Decedent's Personalty valued as of the date of Decedent's death:
1. Vanguard, investment account#20113514 $ 2,297,545.19
2. CSO, health insurance premium refund due the decedent 2,989.00
3. Genworth Financial, long term care insurance premium refund due the decedent 768.32
4. M&T Bank, checking account#446920 99,923.68
5. Sarah Todd Nursing Home, refund due the decedent 1,566.67
6. U.S. Treasury, refund due decedent on 2013 Final Individual Tax Return 150.00
7. Wells Fargo, savings account ending in#7238 190,282.84
8. Wells Fargo, checking account ending in#5709 9,004.52
TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, DEBITS: $ 2,602,230.22
PERSONALTY -PRINCIPAL ACCOUNT
CREDITS
he Accountant claims credit for the payment of the following items from
Decedent's Personalty Account:
1. Millennium Pharmacy, medical expenses $ 69.26
2. Gary Gulden, payment of bequest per Item Second of Will 10,000.00
3. Cathy Tolman, payment of bequest per Item Second of Will 10,000.00
4. Ernie Gulden, payment of bequest per Item Second of Will 10,000.00
5. Grace Bishop, payment of bequest per Item Second of Will 10,000.00
6. Jeffrey Whitney, payment of bequest per Item Second of Will 10,000.00
7. Wayne Gulden,payment of bequest per Item Second of Will 10,000.00
8. Austin Brizendine, payment of bequest per Item Second of will 10,000.00
9. Martha Smith, payment of bequest per Item Second of Will 10,000.00
10. Snelbaker& Brenneman, P.C., reimburse for costs advanced for Probate Fees 1,508.50
LAW OFFICES 11. Register of Wills,Agent, estimated Inheritance Tax payment 120,000.00
SNELBAKER& 12. CSO, health insurance premium adjustment for actual amount received 88.11
BRENNEMAN. P.C. TOTAL, PERSONALTY, PRINCIPAL ACCOUNT,CREDITS: $ 201,665.87
Page 1
PERSONALTY-INCOME ACCOUNT
DEBITS
The Accountant charges himself with the receipt of the following
income from the investment of Personalty Principal:
1. Wells Fargo, checking account ending in#5709, interest $ 0.12
2. Wells Fargo, savings account ending in#7238, interest 7.82
3. Wells Fargo, estate checking account, interest 5.25
4. Wells Fargo, estate savings account, interest 236.83
TOTAL, PERSONALTY, INCOME ACCOUNT, DEBITS: $ 250.02
PERSONALTY-INCOME ACCOUNT
CREDITS
The Accountant claims credit for the payment of the following items
from the Personalty Principal Account:
1. PA Department of Revenue, Tax due on Final Individual Income Tax Return $ 200.00
2. U.S. Treasury, tax due on Final Individual Income Tax Return 2,800.00
TOTAL, PERSONALTY, INCOME ACCOUNT,CREDITS: $ 3,000.00
REAL ESTATE -PRINCIPAL ACCOUNT
DEBITS
The Accountant charges himself with the receipt of Decedent's
Real Estate as follows: $ NONE
TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, DEBITS: $ NONE
REAL ESTATE-PRINCIPAL ACCOUNT
CREDITS
The Accountant claims credit for the payment of the following
items from Real Estate Principal Account: $ NONE
TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT,CREDITS: $ NONE
REAL ESTATE -INCOME ACCOUNT
DEBITS
he Accountant charges himself with the receipt of the
income from the investment of Real Estate Principal Account: $ NONE
TOTAL, REAL ESTATE, INCOME ACCOUNT, DEBITS: $ NONE
REAL ESTATE -INCOME ACCOUNT
CREDITS
he Accountant claims credit for the payment of the following items
from the Real Estate Income Account: $ NONE
TOTAL, REAL ESTATE, INCOME ACCOUNT,CREDITS: $ NONE
LAW OFFICES
SNELBAKER&
BRENNEMAN, P.C. -
Page 2
RECAPITULATION
PERSONALTY:
PRINCIPAL ACCOUNT:
Debits $ 2,602,230.22
Credits $ 201,665.87
Balance $ 2,400,564.35
INCOME ACCOUNT:
Debits $ 250.02
Credits $ 3,000.00
Balance $ (2,749.98)
TOTAL PERSONALTY $ 2,397,8 1437
REAL ESTATE:
PRINCIPAL ACCOUNT:
Debits $ NONE
Credits $ NONE
Balance $ NONE
INCOME ACCOUNT:
Debits $ NONE
Credits $ NONE
Balance $ NONE
TOTAL REAL ESTATE: NONE
rOTAL FOR DISTRIBUTION: $ 2,397,814.37
LAW OFFICES
SNELBAKER&
BRENNEMAN, P.C.
Page 3
STATEMENT OF PROPOSED DISTRIBUTION
T.Allan Bietsch, Executor and Accountant herein, proposes to
distribute the balance of the Estate of Tom H. Bietsch, Deceased,to wit:
$2,397,814.37 in accordance with the Last Will and Testament of said Decedent
as follows:
1. T. Allan Bietsch
100%of residue as per Item Third of Will $ 2,397,814.37
a) Vanguard, investment account#20113514, In-kind $ 2,297,545.19
b) Cash $ 100,269.18
TOTAL FOR DISTRIBUTION: $ 2,397,814.37
LAW OFFICES
SNELBAKER&
BRENNEMAN, P.C.
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STATE OF WASHINGTON
1 /� SS:
COUNTY OF �l�A Z.,K
T.Allan Bietsch, being duly sworn according to law deposes and says:
that he is the Executor of the Estate and under the Last Will and Testament of
Tom H.-Bietsch, Deceased, and the Accountant herein; that there are no
unpaid creditors or claimants of said Estate; that there are no persons
interested in the distribution of said Estate other than as stated in the foregoing
Statement of Proposed Distribution; and that the facts set forth in the foreqoing
First and Final Account and Statement of Proposed Distribution are true and
correct to the best of his knowledge, information and belief.
G t VIV4 0�`r l
T. Allan Bietsch
Executor and Accountant
Sworn to and subscribed before me ^
this day of C-P M 1Y 1Q 120,4
Notary Public
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SNELBAKER&
BRENNEMAN, P.C.
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