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Home My WebLink About01-26-15 RECOROEO CFFICE OF F,QVII,Lx JETTLEMENT AND FINAL RELEASE ?01S J91 N C D 1 IN THE ESTATE OF MARGARET BRENNAN � 6W ALL MEN.BY THESE PRESENTS, THAT WHEREAS, Margaret Bredn�ah,,wlate`of Camp Hill 'Borough, Cumberland County, Pennsylvania, deceased, died on February 5, 2007, having first made her Last Will and Testament, which was duly executed on April 24, 2006, and is duly recorded in Cumberland County, Pennsylvania, Estate No. 21-07-00146. WHEREAS, the said Margaret Brennan, by the aforesaid Last Will and Testament, named Timothea J. Brennan, Megan A. Brennan and Thomas A. Brennan, Jr. as co-Executors of said Last Will and Testament; and WHEREAS, Timothea J. Brennan, Megan A. Brennan and Thomas A. Brennan, Jr. were duly appointed by the Cumberland County Register of Wills as the co-Executors of the Estate of Margaret Brennan on February 15, 2007; and WHEREAS, the said co-Executors have gathered the assets of the estate of the said decedent and the assets consist of personal property to a total value of$1,049,870.99 as set forth in Exhibit "A", which is attached hereto and made a part hereof, and WHEREAS, the said co-Executors have paid all debts and deductions of the estate, including the payment of inheritance tax to the Pennsylvania Department of Revenue, to a total amount of$244,708.33, also as set forth in the statement of the said co-Executors which is attached hereto and made a part hereof, and marked Exhibit "B"; and WHEREAS, after the gathering of assets and payment of all debts and deductions by the co-Executors there remains a balance for distribution in the Estate of Margaret Brennan of$805,162.66, as set forth more particularly in Exhibit "C" of the statement of the said co-Executors, which is attached hereto and made a part hereof. NOW THEREFORE, KNOW YE, that we, Timothea J. Brennan, Megan A. Brennan and Thomas A. Brennan, Jr., co-Executors of the Estate of Margaret Brennan, being all of the residuary heirs under the Last Will and Testament of the said decedent and being the persons entitled to inherit under said Last Will and Testament, do hereby acknowledge that we have this day had and received from the aforesaid co-Executors, in full satisfaction and payment of all sum or sums of money, legacies, bequests, and devises as are given, devised and bequeathed to us by the said Last Will and Testament, which amount we have received this day, and which is the amount set opposite our names in the table and schedule of proposed distribution in said statement attached hereto and marked Exhibit "D"; AND, we do hereby stipulate that in order to avoid the expense and time involved in the filing of a formal account and schedule of distribution, we agree that no account is U�\ necessary and we hereby agree and consent to distribution being made without the filing of an account and schedule of distribution, the same to be with the same force and effect as if it had been filed and confirmed by the Orphans' Court Division of the Court of Common Pleas of Cumberland County. THEREFORE, we do hereby remise, release, quitclaim and forever discharge the said co-Executors, their heirs, executors, administrators and assigns, of and from the said estate and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever, touching upon the estate of said decedent, and we do further hereby covenant and agree that we will contribute our share of the estate to satisfy any and all claims, demands, suits, or causes of action which may be successfully prosecuted against the said estate or the aforesaid co-Executors after the signing, sealing and delivery of this family settlement agreement and final release. FURTHER, we, the beneficiaries, do hereby release, forever discharge and hold harmless Counsel, and his predecessors, successors, affiliates, assigns, either in the course of their employment or as individuals outside the course and scope of their employment or in any other capacity, as and from any and all actions, and causes of action, claims, demands, damages, attorneys' fees, costs, loss of services, expenses, compensation, suits, debts, documents, bonds, covenants, contracts, agreements and judgments of whatsoever kind, at law or in equity, on account of, or in any way growing out of Counsel's representation of the co-Executors and the Estate of the Decedent. Each Beneficiary further agrees and covenants that, neither they, nor any other person, organization or other entity on their behalf will file, charge, claim, sue or cause to permit to be filed, charged or claimed any action for damages, injunctive, declaratory, monetary relief, equitable relief, or otherwise against Counsel, and its predecessors, successors, affiliates, parents, subsidiaries, assigns, agents, directors, officers, partners, attorneys, employees and insurers involving any matter arising from Counsel's representation of co- Executors and the Estate of the Decedent. (This space left intentionally blank.) 2 IN WIT ES W REO we have hereunto set our hands and seals this day of 3 014. WITNESS: AW7 Timothea J. B ennan, co-Executor STATE OF UTAH SS. COUNTY OF Sdfi On this 3 /-�r day of d PC01- h'Py' 2014, before me, the undersigned officer, personally appeared TIMOTHEA J. BRENNAN, individually and as co-Executor of the Estate of Margaret Brennan, and known to me (or satisfactorily proven) to be the individual whose name is subscribed to the foregoing instrument, and acknowledged that she executed the same for the purposes therein contained. i Not Publiev NOTARY PUBLIC STEPHAkIE Commission N No.6696 1 Commission Expires. 1 OCTOBER 29,2017 STATE OF UTAH 1 3 IN WITNESS/WHEREOF,we have hereunto set our hands and seals this day of 2014. WITNESS: Me �ABrennan, co-Executor COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND On this N f k day of bAt1-W 6t1-Z 2014, before me, the undersigned officer, personally appeared MEGAN A. BRENNAN, individually and as co-Executor of the Estate of Margaret Brennan, and known to me (or satisfactorily proven) to be the individual whose name is subscribed to the foregoing instrument, and acknowledged thatpe executed the same for the purposes therein contained. 011;� Notary Public COMMONWEALTH OF PENNSYLVANIA NOTARIAL SEAL STEPHANIE M.RIDER,Notary Public Camp Hill Bora,Cumberland Count My Commission Expires November 19 017 4 IN WITN�"HEREOF, we have hereunto set our hands and seals this c` i day of A 20 .v WITNESS: O' Thomas A. Brennan, Jr., co-Executor COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND On this day of2011', before me, the undersigned officer, personally eared " OMAS A. BRENNAN, JR.,, individually and as co-Executor of the state of Margaret Brennan„ and known to me (or satisfactorily proven) to be the individual whose name is subscribed to the foregoing instrument, and acknowledged that he executed the same for the purposes therein contained. MONWEALTH OF PENNSYLVANIA NOTAAL SEA' KITTY M SMT H,NoL ublicjt / + Hampden Twp.,CumbeCouo ry blic - My Commission Expires 9,2 5 FIRST AND FINAL ACCOUNT OF THE ESTATE OF MARGARET BRENNAN LATE OF CAMP HILL BOROUGH, CUMBERLAND COUNTY, PENNSYLVANIA DEBITS Your Accountants charge themselves with the following: Real Property Value 2130 Market St., Camp Hill, PA 17011 $ 115,000.00 1922 High St., Camp Hill, PA 17011 $ 198,900.00 Personal Property US Savings Bonds $ 30,275.42 Close Merrill Lynch Account#747-02596 $ 19,464.46 Met Life Stock- Proceeds $ 10,711.51 Close Met Life Total Control Account#4043912162 $ 22,110.75 Met Life - Dividend $ 20.65 Met Life - Long Term Insurance Payments $ 640.00 1954 Lincoln $ 7,600.00 1958 Cadillac $ 6,600.00 1947 Ford $ 8,000.00 Household Goods and Personal Property $ 10,000.00 Close 3 Sovereign Bank Checking Accounts (6099, 7354, 6769) $ 29,146.19 AARP Refund $ 38.40 Genworth Financial -Refund Long Term Care Ins. $ 3,527.70 Genworth Financial $ 2,226.38 Deposit- Transferred Funds from Security Federal Bank(5836) $ 13,073.85 Discover Refund $ 5.46 Deposit- (4/17/08) $ 572.50 Deposit- (5/29/08) $ 652.50 Deposit- (6/26/08) $ 576.25 Eulalie Salley& Co. Refunds $ 1,957.50 Charles Reneker-Rent $ 2,250.00 Chris Fromm - Rent $ 2,226.00 Susan Hough- Rent $ 1,190.00 Brian Hartless - Rent $ 550.00 Nikolaus Seitz-Rent $ 990.00 Commerce Bank Interest (Feb/March/April 2007) $ 459.53 Deposit-Additional deposit when Skarlatos account was closed $ 2,946.02 Rent-Aiken('07/'08) $ 4,787.00 EXHIBIT A July 2007 Rent- Chris Fromm and Charles Reneker $ 775.00 Medical Reimbursement $ 15.97 Federated Funds Check $ 739.06 Rent-Aiken and 228 S. High St. $ 1,216.38 Rent-Aiken and Keller St. $ 1,102.50 United Health Care Refund $ 383.00 Proceeds from Sale of 1932 Market St. $ 255,639.87 Proceeds from Sale of 228 S. High St. $ 153,510.15 Proceeds from Sale of 23 W. Simpson St. $ 118,949.45 Deposit(9/3/08) $ 1,172.91 Deposit(9/22/08) $ 303.45 Deposit(10/30/09) $ 3,222.40 Deposit(2/17/10) $ 263.44 Deposit(11/22/10) $ 1,177.14 Deposit-Interest from Money Market Accounts $ 11,679.80 Auction Proceeds - Buick Skylark and Pontiac $ 2,925.00 Auction Proceeds - Household Items $ 297.40 TOTAL PRINCIPAL DEBITS $1,049,870.99 EXHIBIT A CREDITS Your Accountants ask credit for payments made from Principal Account as follows: Description Amount Cremation Expense $ 1,375.00 Funeral Luncheon $ 546.00 Skarlatos&Zonarich LLP -Attorney Fees $ 4,756.61 Law Offices of Craig A. Diehl -Attorney Fees $ 7,750.00 Register of Wills, Cumberland County $ 780.00 Register of Wills, Cumberland County- Short Certificates $ 52.00 Register of Wills, Cumberland County-Additional Probate Fee $ 50.00 Cumberland Law Journal - Estate Advertisement $ 75.00 The Sentinel - Estate Advertisement $ 195.11 Department of Vital Statistics - Extra Copies of Death Certificate $ 56.45 Register of Wills -Three Additional Short Certificates $ 12.00 US Postmaster- Postage $ 47.69 Register of Wills - Filing Fee for Inheritance Tax $ 15.00 Susan Hough- Security Deposit Return $ 415.51 Brian Hartless - Security Deposit Return $ 400.00 Nikolas Seitz- Security Deposit Return $ 176.22 Tim's Handyman Service -Repairs at 1932 Market St. $ 4,374.00 Tim's Handyman Service- Repairs at 23 Simpson St. $ 1,150.00 United Water Bill -202 West Keller St. ('07/'08) $ 833.20 The Travelers Indemnity Co. - 932/2130 Market St. - Insurance Expense $ 5,398.00 Beth Garland-Property Management Fee Jan/Feb/March $ 479.70 Milton Carter- 1922 High St. Repairs $ 157.50 Ritters True Value Hardware- Windows 228 S. High St. $ 280.14 Auto Owner Insurance - 440 Banks Mill, Aiken, SC -Ins. Bill $ 574.93 Janet Miller,Tax Collector- Taxes for 1932 & 2130 Market St. ('07/'08) $ 11,067.12 Barry Heckard, Sr. - Taxes 23 W. Simpson St. and 202 W. Keller('07/'08) $ 6,535.36 Mechanicsburg Borough- Sewer/Trash Keller and Simpson St. ('07/'08) $ 2,512.04 Lowes -Materials for Repairs on Rentals $ 419.47 PP&L- 1922 and 228 High St. ('07/'08) $ 1,075.36 Ron Derr Landscaper- 228 South High St. $ 90.00 David Leroy- Plumbing- 2130 Market St. $ 3,310.46 Casey Johnson- 1932 Market St. - Yard Work $ 830.00 Borough of Camp Hill - Sewer Bill at 1932 Market St. $ 255.00 EXHIBIT B Ohio Casualty Group Insurance-Home Insurance Bill at 23 W. Simpson St. $ 642.00 Borough of Camp Hill - Sewer/Refuse Bill at 2130 Market St. $ 85.00 Chris Fromm- Security Deposit Return $ 170.00 Mechanicsburg Borough- Sewer&Trash Keller St. $ 239.24 Terminix- Keller&High St. -Pest Spray $ 94.64 Comcast Cable- Cable Bill $ 53.67 Verizon-Telephone Bill $ 29.92 Griswold Special Care-Nursing Care Bill $ 696.00 Borough of Camp Hill - Sewer/Refuse Bills ('07/'08) $ 1,067.50 Discover Card- Credit Card Balance $ 8.90 Fletcher's Services - Replace Boiler at 1932 Market St. $ 3,500.00 Trinsic-Telephone Bill $ 73.89 UGI- Gas Bills ('07/'08) $ 4,137.01 Pennsylvania American Water Co. - Water Bills ('07/'08) $ 1,253.67 Penn Waste Inc. -Refuse Bills ('07/'08) $ 413.91 West Shore Anesthesia- Medical Bill $ 15.97 Camp Hill Emergency Physicians -Medical Bill $ 27.34 Nick Chelap - 2006 Tax Return Preparation Fee $ 525.00 US Treasury- 2006 Federal Tax Liability $ 430.00 Ohio Casualty Group Insurance -Automobile Insurance $ 844.77 Chapman Fuel Oil Services - Oil Bills ('07/'08) $ 6,006.33 Borough of Mechanicsburg- 23 West Simpson St. $ 505.20 Megan Brennan-Repairs to Apartments $ 9,000.00 VNB Mortgage- Mortgage Payments $ 8,615.22 VNB Mortgage - 1922 High St. Payoff $ 31,231.08 Register of Wills - Inheritance Tax Liability $ 61,899.33 Casey Johnson- 1932 &2130 Market St. Repairs $ 130.00 Aiken County Treasurer- 2007 County Taxes $ 1,533.73 Woof Appraisers -Home Appraisal $ 2,000.00 City of Aiken-2007 City Taxes $ 440.28 Brad Boni -Aiken Attorney Probate $ 280.00 Appraisals by Post, Inc. - Real Estate Appraisal $ 300.00 Kimball's Plumbing $ 255.00 Traveler's Insurance $ 1,894.81 Ohio Casualty -Auto Insurance $ 889.02 Auto Owners, Inc. - Auto Insurance $ 580.83 American Express - Repairs $ 3,300.00 Cooper's Plumbing $ 165.00 Benjamin Young -Repairs $ 600.00 Capital One- Oil Bill $ 589.30 Aiken County Treasurer-2008 Tax Bill $ 1,569.13 EXHIBIT B City of Aiken- 2008 Tax Bill $ 440.88 City of Aiken- 2008 Tax Bill $ 58.07 2009 Expenses Timmie Brennan- Estate Work $ 400.00 Law Offices of Craig A. Diehl $ 57.00 Jeannie Williamson- 2009 Repairs $ 1,550.00 Ehrlich Pest-23 W. Simpson St. $ 131.59 Borough of Mechanicsburg $ 790.92 Casey Johnson-Lawn $ 440.00 PP&L -Electric Bills $ 159.44 City of Aiken-Tax Bills $ 609.70 Borough of Camp Hill $ 187.50 UGI - Gas Bills $ 215.82 PA American Water- Water Bills $ 100.59 Capital One- Oil Bill $ 462.82 Travelers - Insurance Bill $ 1,499.18 Service Oil Co. - Oil Bill $ 9.59 Janet Miller-2009 Property Taxes $ 4,302.24 Barry Heckard- 2009 Property Taxes $ 1,754.21 Ohio Casualty- Insurance Bills $ 1,493.40 Auto Owners Insurance $ 580.26 2010 Expenses Aiken County Treasurer- 2010 Tax Bill $ 1,693.54 City of Aiken-2010 Tax Bill $ 467.28 Jeannie Williamson- 2010 Repairs $ 115.00 On Board Realty $ 350.00 SCE&G $ 194.27 American Express - Carpet for 23 W. Simpson St. $ 400.00 Ehrlich Termite - 23 W. Simpson St. $ 136.85 Borough of Mechanicsburg $ 916.56 Tim's Handyman- Repair Bills $ 2,400.00 PP&L - Electric Bills $ 472.08 City of Aiken -Tax Bills $ 376.92 Borough of Camp Hill $ 72.50 UGI - Gas Bills $ 1,911.13 PA American Water- Water Bills $ 41.44 United Water Bills $ 79.67 Travelers -Insurance Bills $ 516.66 Janet Miller- 2010 Property Taxes $ 2,939.29 Barry Heckard- 2010 Property Taxes $ 1,812.47 EXHIBIT B Ohio Casualty -Insurance Bills $ 1,129.50 Auto Owners Insurance $ 644.93 2011 Expenses Aiken County Treasurer- 2011 Tax Bill $ 1,668.76 City of Aiken- 2011 Tax Bill $ 934.56 American Express - Water Line Insurance Bill (23 W. Simpson St.) $ 275.00 American Express - 2010 Tax Bill (W. Simpson St.) $ 1,560.00 Bradley Boni -Aiken LLC $ 460.00 Borough of Mechanicsburg $ 236.64 PP&L - Electric Bills $ 85.33 UGI- Gas Bills $ 354.70 United Water Bills $ 26.13 Ohio Casualty-Insurance Bill $ 337.50 Additional Withdrawals from Bank Account Check Book Fees $ 86.85 Valley National Loan Payments (2008) $ 4,632.00 TOTAL PRINCIPAL CREDITS $ 244,708.33 EXHIBIT B RECAPITULATION Principal Debits $ 1,049,870.99 Principal Credits $ 244,708.33 BALANCE AVAILABLE FOR DISTRIBUTION FROM ESTATE OF MARGARET BRENNAN $ 805,162.66 EXHIBIT C SCHEDULE OF PROPOSED DISTRIBUTION The Personal Representatives propose distribution of the Balance for Distribution to the following heirs as described: Balance Available per First and Final Account 805,162.66 Timothea J. Brennan $ 268,387.56 980 E. Hollywood Avenue Salt Lake City, Utah 84105 Megan A. Brennan 1922 High St., Camp Hill,PA 17011 $ 198,900.00 1922 High Street $ 69,487.55 Camp Hill, PA 17011 Thomas A. Brennan, Jr. 2130 Market St., Camp Hill,PA 17011 $ 115,000.00 2130 Market Street 1954 Lincoln $ 7,600.00 Camp Hill, PA 17011 1958 Cadillac $ 6,600.00 1947 Ford $ 8,000.00 $ 131,187.55 $ 805,162.66 EXHIBIT D Law Offices of Craig .A. Diehl 3464 Trindle Road Camp Hill,Pennsylvania 17011 Telephone(717)763-7613 Fax(717)763-8293 www.cadiehliaw.com In Spring Grove,Pennsylvania Craig A.Diehl,Esquire,CPA Robert B.Hamilton,Esquire January 21, 2015 119A West Hanover Street Spring Grove;PA 17362 Telephone:(717)2254929 Lisa M. Grayson, Esquire ,Register of Wills Cumberland County Courthouse One Courthouse Square ' Carlisle, PA 170130 rn � RE: Estate of Margaret Brennan ? r- . � rc 3 a5 Estate No. 2107 00146 - ,4„ Dear Ms. Grayson: :� ►J. r r Enclosed for filing please find the following: -'p cn 1. Original and two (2) copies of the Family Settlement.and Final Release; and 2. Check in the amount of $20.0.0 representing the filing fee for the Family Settlement and Final Release. Please time-stamp and return the copies of the Family Settlement and Final Release in the enclosed self-addressed envelope. Should you have any questions, please feel free to contact me. Sincerely, Robert B. Hamilton, Esquire RBH/daf Enclosures H 0 1( G c 1~ C) m cn Ort r+ 3 a C .rrri r� G r- tD o m o ,boaO — m, O i?� z � C/) :�D F (D � F- n bpm rno F".G W 0 pn .Q a m � r � � n _� ti rn o (D 0 ;D - -r co b tr � � o W v a d r O j O �N d 000 NZ3 a o dq y tj o C b N y � n 10m