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HomeMy WebLinkAbout02-23-15 Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY,PENNSYLVANIA Name of Decedent: NORMA P. EGAN Date of Death: September 9,2013 File Number:21-13-1027 Pursuant to Pa. O.C. Rule 6.12, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: . . . . . . . . . . . . . . . . . . . . O Yes ®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. 1 is YES, state the following: a. Did the personal representative file a final account with the Court? . . . . . . . ®Yes ®No b. The separate Orphans' Court No. (if any)for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ®Yes ®No d. Copies of receipts, releases,joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Uftt o 2/28015 CD _7 Signature of Person fling this Form 1.1.1 _._1 .--+ Capacity: ®Personal Representative E. Ralph Godfrey, Esquire Cn Ll Name of Person Filing this Form C`41 1011 Mumma Road, Suite 201 t Address O L U_ =D`J " v.. Lemoyne, PA 17043 717-975-9600 Telephone Form RW-10 rev.10.13.06 IN THE MATTER OF THE IN THE COURT OF COMMON PLEAS ESTATE OF NORMA P. EGAN, CUMBERLAND COUNTY,PENNSYLVANIA Deceased ORPHANS' COURT DIVISION NO.21-13-1027 APPROVAL OF INFORMAL ACCOUNT,RELEASE&INDEMNIFICATION WHEREAS,NORMA P.EGAN died testate on September 9,2013;and WHEREAS, KENNETH W. EGAN serves as Executor (hereinafter referred to as "EXECUTOR") of the ESTATE OF NORMA P. EGAN. (hereinafter referred to as the "ESTATE");and WHEREAS, CIPRIANI & WERNER, P.C. (hereinafter referred to as the "FIRM"), serves as counsel for the EXECUTOR;and WHEREAS, THE EM MANUEL UNITED METHODIST CHURCH (hereinafter referred to as the"BENEFICIARY")is a beneficiary of the ESTATE;and WHEREAS,EXECUTOR has maintained an accounting of all income and expenses of the ESTATE's assets. BENEFICIARY is satisfied with the accounting performed by EXECUTOR and BENEFICIARY desires that the ESTATE be distributed without the formality of a court accounting;and WHEREAS,EXECUTOR is willing to consent to such distribution upon receipt of a proper release and indemnification,which it is the purpose of this document to provide. WHEREAS, it is the desire of the BENEFICIARY to receive a final distribution with the understanding that the distribution of the amount listed on the Schedule of Proposed Distribution in the First and Final Informal Accounting,which is incorporated herein by reference,will be made to the other beneficiaries;and NOW,THEREFORE, in consideration of the willingness of the EXECUTOR to distribute and terminate the ESTATE in accordance with the Will and Codicil without the protection afforded to him by a formal adjudication of his account,the undersigned BENEFICIARY does hereby: 1. Absolutely and irrevocably releases and discharges EXECUTOR and FIRM from any and all actions,suits,liabilities,claims,payments,accountants,reckonings,claims and demands whatsoever,for or by reason thereof. 2. Waives the preparation and filing of a formal account with the Orphans' Court of Cumberland County, Pennsylvania, with regard to the actions of the EXECUTOR, and accepts the First and Final Informal Accounting of the ESTATE. 3. Declares that it has examined the First and Final Informal Accounting of the administration of this ESTATE and approves it with the same force and effect as if it had been prepared and duly filed with,audited and adjudicated by the Orphans Court. 4. Waives the benefit of Rule of Court No. 229.1 and any other provision permitting interest to be collected when payment is delayed afta a Release is signed and that no amount shall be paid to any beneficiary until the other beneficiaries have agreed to the coordinated distribution of which this Release is a part. 5. Agrees to accept the sum of Ten Thousand One Hundred Thirty Two and 96/100 Dollars{$10,132.96}as the final distribution of BENEFICIARY'S interest in the ESTATE.Agrees that no distribution will be made by the ESTATE until all Beneficiaries have signed their applicable Release, and, if necessary, approval by the Pennsylvania Attorney General Office for any charity has been received. ` 6. Agrees to refund to the EXECUTOR,the ESTATE,and the FIRM such part or all of the distributive share which at any time may be determined to have been an erroneous distribution, regardless of the cause of such error. 7. Agrees to indemnify and hold harmless EXECUTOR,the ESTATE,and the FIRM from all claims, liability, loss or expense asserted against the ESTATE provided that such refund and indemnification is limited to the value of the assets received by the BENEFICIARY from the ESTATE, including,but not limited to,any federal estate tax, Pennsylvania inheritance tax or any other taxes relating in anyway to the ESTATE. 8. Agrees that this Release and Indemnification shall be governed by the laws of the Commonwealth of Pennsylvania. IN WITNESS WHEREOF, BENEFICIARY, executes this Release and Indemnification, intending to be legally bound hereby,thisday of-V&Tg y K ,2014 WITNESS/ATTEST: THE EMMANUEL UNITED METHODIST CHURCH L By: V6:170X-A Z-ivV 1(',K State of 7eef9 5 r X , ss �vr�7: _� !-� County of On this,the day ofrC 2014,before me,the undersigned officer,personally appeared c�c�• C- << <c C an authorized representative of The Emmanuel United Methodist Church,known to me(or satisfactorily proven)to be the person whose name is subscribed to the within instrument for the purposes contained therein,and acknowledged that he/she executed the same for the purposes therein contained. In witness whereof,I hereunto set my hand and o otary ublic OF PENNSILVA NOTARIAL WAL Kelly E.Hermaneen,Notary PuWja Huntington Twp„Adams County My Commission Expires Warah 28,2098 R,PENNSYLVARA MOURN UFTOW1 i I i IN THE MATTER OF THE IN THE COURT OF COMMON PLEAS ESTATE OF NORMA P. EGAN, CUMBERLAND COUNTY,PENNSYLVANIA Deceased ORPHANS'COURT DIVISION NO.21-13-1027 APPROVAL OF INFORMAL ACCOUNT.RELEASE&INDEMNIFICATION WHEREAS,NORMA P.EGAN died testate on September 9,2013;and WHEREAS, KENNETH W. EGAN serves as Executor (hereinafter referred to as "EXECUTOR') of the ESTATE OF NORMA P. EGAN. (hereinafter referred to as the "ESTATE");and WHEREAS, CIPRIANI & WERNER, P.C. (hereinafter referred to as the "FIRM"), serves as counsel for the EXECUTOR;and WHEREAS, MARCIA E. EGAN (hereinafter referred to as the "BENEFICIARY") is a beneficiary of the ESTATE;and WHEREAS,EXECUTOR has maintained an accounting of all income and expenses of the ESTATE's assets. BENEFICIARY is satisfied with the accounting performed by EXECUTOR and BENEFICIARY desires that the ESTATE be distributed without the formality of a court accounting;and WHEREAS,EXECUTOR is willing to consent to such distribution upon receipt of a proper release and indemnification,which it is the purpose of this document to provide. WHEREAS, it is the desire of the BENEFICIARY to receive a final distribution with the understanding that the distribution of the amount listed on the Schedule of Proposed Distribution in the First and Final Informal Accounting, which is incorporated herein by reference, will be made to the other beneficiaries;and NOW, THEREFORE, in consideration of the willingness of the EXECUTOR to distribute and terminate the ESTATE in accordance with the Will and Codicil without the protection afforded to him by a formal adjudication of his account,the undersigned BENEFICIARY does hereby: ' 1. Absolutely and irrevocably releases and discharges EXECUTOR and FIRM from any and all actions,suits,liabilities,claims,payments,accountants,reckonings,claims and demands •. whatsoever,for or by reason thereof. i I 2. Waives the preparation and filing of a formal account with the Orphans' Court of Cumberland County,Pennsylvania,with regard to the actions of the EXECUTOR, and accepts the First and Final Informal Accounting of the ESTATE. 3. Declares that she has examined the First and Final Informal Accounting of the administration of this ESTATE and approves it with the same force and effect as if it had been prepared and duly filed with,audited and adjudicated by the Orphans Court. 4. Waives the benefit of Rule of Court No. 229.1 and any other provision permitting interest to be collected when payment is delayed after a Release is signed and that no amount shall be paid to any beneficiary until the other beneficiaries have agreed to the coordinated distribution of which this Release is a part. 5. Agrees to accept the sum of Twenty One Thousand Six Hundred Seventy Three and 291100 Dollars($21,673.29) as the final distribution of BENEFICIARY'S interest in the ESTATE. Agrees that no distribution will be made by the ESTATE until all Beneficiaries have signed their applicable Release,and,if necessary,approval by the Pennsylvania Attorney General Office for any charity has been received. 6. Agrees to refund to the EXECUTOR,the ESTATE,and the FIRM such part or all of the distributive share which at any time may be determined to have been an erroneous distribution, regardless of the cause of such error. 7. Agrees to indemnify and hold harmless EXECUTOR, the ESTATE, and the FIRM from all claims, liability, loss or expense asserted against the ESTATE provided that such refund and indemnification is limited to the value of the assets received by the BENEFICIARY from the ESTATE, including,but not limited to, any federal estate tax,Pennsylvania inheritance tax or any other taxes relating in anyway to the ESTATE. 8. Agrees that this Release and Indemnification shall be governed by the laws of the Commonwealth of Pennsylvania. IN WITNESS WHEREOF, BENEFICIARY, executes this Release and Indemnification, intending to be legally bound hereby,this day of 1 'CenlbgaY ,2014 WITNESS: ® � MARCIA E.EGAN Marc IR- E. State of ss County of U M e>S Q, L,-, Q On this,the day of •--$>i✓C 6 m t f, (� ,2014,before me,the undersigned officer,personally appeared MARCIA E, EGAN, known to me(or satisfactorily proven)to be the person whose name is subscribed to the within instrument for the purposes contained therein, and acknowledged that she executed the same for the purposes therein contained. In witness whereof, I hereunto set my hand an fficial seal. (SEAL) 8 4V �11A Notary P hlic 1d0'�Ap�AL public G1 AICOLA.1 be'a dG� �2p�a My Cc ssmnpg" res Februa�Y IN THE MATTER OF THE IN THE COURT OF COMMON PLEAS ESTATE OF NORMA P. , EGAN, CUMBERLAND COUNTY,PENNSYLVANIA Deceased ORPHANS'COURT DIVISION NO.21-13-1027 APPROVAL OF INFORMAL ACCOUNT,RELEASE&INDEMNIFICATION WHEREAS,NORMA P. EGAN died testate on September 9,2013;and WHEREAS, KENNETH W. EGAN serves as Executor (hereinafter referred to as "EXECUTOR"} of the ESTATE OF NORMA P. EGAN. (hereinafter referred to as the "ESTATE");and WHEREAS, CIPRIANI & WERNER, P.C. (hereinafter referred to as the "FIRM"), serves as counsel for the EXECUTOR;and WHEREAS, ROSS E. EGAN (hereinafter referred to as the "BENEFICIARY") is a beneficiary of the ESTATE;and WHEREAS, EXECUTOR has maintained an accounting of all income and expenses of the ESTATE's assets. BENEFICIARY is satisfied with the accounting performed by EXECUTOR and BENEFICIARY desires that the ESTATE be distributed without the formality of a court accounting;and WHEREAS,EXECUTOR is willing to consent to such distribution upon receipt of a proper release and indemnification,which it is the purpose of this document to provide. WHEREAS, it is the desire of the BENEFICIARY to receive a final distribution with the understanding that the distribution of the amount listed on the Schedule of Proposed Distribution in the First and Final Informal Accounting,which is incorporated herein by reference, will be made to the other beneficiaries;and NOW, THEREFORE, in consideration of the willingness of the EXECUTOR to distribute and terminate the ESTATE in accordance with the Will and Codicil without the protection afforded to him by a formal adjudication of his account,the undersigned BENEFICIARY does hereby: 1. Absolutely and irrevocably releases and discharges EXECUTOR and FIRM from any and all actions,suits,liabilities,claims,payments,accountants,reckonings, claims and demands whatsoever,for or by reason thereof. 2. Waives the preparation and filing of a formal account with the Orphans' Court of Cumberland County, Pennsylvania, with regard to the actions of the EXECUTOR,and accepts the First and Final Informal Accounting of the ESTATE. 3. Declares that he has examined the First and Final Informal Accounting of the administration of this ESTATE and approves it with the same force and effect as if it had been prepared and duly filed with,audited and adjudicated by the Orphans Court. 4. Waives the benefit of Rule of Court No. 229.1 and any other provision permitting interest to be collected when payment is delayed after a Release is signed and that no amount shall be paid to any beneficiary until the other beneficiaries have agreed to the coordinated distribution of which this Release is a part. 5. Agrees to accept the sum of Twenty One Thousand Six Hundred Seventy Three and 29/100 Dollars($21,673.29)as the final distribution of BENEFICIARY'S interest in the ESTATE. Agrees that no distribution will be made by the ESTATE until all Beneficiaries have signed their applicable Release, and,if necessary,approval by the Pennsylvania Attorney General Office for any charity has been received 6. Agrees to refund to the EXECUTOR,the ESTATE,and the FIRM such part or all of the distributive share which at any time may be determined to have been an erroneous distribution, regardless of the cause of such error. 7. Agrees to indemnify and hold harmless EXECUTOR,the ESTATE, and the FIRM from all claims, liability, loss or expense asserted against the ESTATE provided that such refund and indemnification is limited to the value of the assets received by the BENEFICIARY from'the ESTATE, including,but not limited to,any federal estate tax, Pennsylvania inheritance tax or any other taxes relating in anyway to the ESTATE. 8. Agrees that this Release and Indemnification shall be governed by the laws of the Commonwealth of Pennsylvania. IN WITNESS WHEREOF, BENEFICIARY, executes this Release and Indemnification, intending to be legally bound hereby,this 3 day of w, _,201A5 WITNESS: EXANDER R.EGAN Power-of-Attorney for ROSS E.EGAN t i State ofL't { ss County of �i S On this,the day of ��+'u ' ,2014;before me, the undersigned officer,personally appeared Alexander R. Egan Power-of-Attorney for Ross E. Egan,known to me(or satisfactorily proven)to be the person whose name is subscribed to the within Approval of informal Account,Release&Indemnification for the purposes contained therein,and acknowledged that he executed the same for the purposes therein contained. In witness whereof, I hereunto set my hand and official seal. (SEAL) Notary Public COMMONWEAVIII OF PENNSYLVANIA NOTARIAL SEAL Sherry L.Kwasnoski,Notary Public W Hanover Twp,Dauphin County My commission exp ms November 21,2017 APPOINTMENT OF SUCCESSOR ATTORNEY UNDER GENERAL POWER OFATTORNEY FOR ROSS E. EGAN KNOW ALL MEN BY THESE PRESENTS, That I, DEBRA E. EGAN, of Hershey Plaza, 215 W. Chocolate Ave.,Apt. 2Z, Hershey, PA 17033,Attorney in Fact and Agent under the General Power of Attorney of Ross E. Egan dated April 24, 2014, do hereby cease to act as the Attorney in Fact and Agent for Ross E. Egan. Pursuant to the Power of Attorney, ALEXANDER R EGAN,shall act as the attorney and agent for Ross E.Egan. IN WITNESS WHEREOF, and intending to be legally bound, I have hereunto set my hands and seal this 3 day of J-cr,a 201,4.5 DEBRA—E. EGAN Power-of-Attorney for Ross E.Egan fitness) COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF CUMBERLAND On the 2— day of 201 stS, before me, a Notary Public, personally appeared DEBRA E. EGAN, Power of Attorney for ROSS E. EGAN, known to me (or satisfactorily proven)and in due form of law acknowledged the foregoing to be her act and deed as Power of Attorney and desired that the same might be recorded as such. In Witness Whereof,I hereunto set my hand and official seal. (SEAL) Notary Publie cG �NWBAUMOFPMSYLVANIA NOTARIAL SEAL Sherry L.KwasnosK Notary Public W Hanover Twp,Dauphin County My commission ex ices November 21,2017 I IN THE MATTER OF THE IN THE COURT OF COMMON PLEAS ESTATE OF NORMA P. EGAN, CUMBERLAND COUNTY,PENNSYLVANIA Deceased ORPHANS'COURT DIVISION NO.21-13-1027 APPROVAL OF INFORMAL ACCOUNT,RELEASE&INDEMNIFICATION WHEREAS,NORMA P.EGAN died testate on September 9,2013;and WHEREAS, KENNETH W. EGAN serves as Executor (hereinafter referred to as "EXECUTOR") of the ESTATE OF NORMA. P. EGAN. (hereinafter referred to as the "ESTATE"); and - WHEREAS, CIPRIANI &WERNER, P.C. (hereinafter referred to as the "FIRM"), serves as counsel for the EXECUTOR;and WHEREAS, KENNETH W. EGAN(hereinafter referred to as the"BENEFICIARY") is a beneficiary of the ESTATE;and WHEREAS,EXECUTOR has maintained an accounting of all income and expenses of the ESTATE's assets. BENEFICIARY is satisfied with the accounting performed by EXECUTOR and BENEFICIARY desires that the ESTATE be distributed without the formality of a court accounting;and WHEREAS,EXECUTOR is willing to consent to such distribution upon receipt of a proper release and indemnification,which it is the purpose of this document to provide. WHEREAS, it is the desire of the BENEFICIARY to receive a final distribution with the understanding that the distribution of the amount listed on the Schedule of Proposed Distribution in the First and Final Informal Accounting,which is incorporated herein by reference, will be made to the other beneficiaries;and NOW,THEREFORE, in consideration of the willingness of the EXECUTOR to distribute and terminate the ESTATE in accordance with the Will and Codicil without the protection afforded to him by a formal adjudication of his account,the undersigned BENEFICIARY does hereby: 1. Absolutely and irrevocably releases and discharges EXECUTOR and FIRM from any and all actions, suits,liabilities,claims,payments,accountants,reckonings,claims and demands whatsoever,for or by reason thereof. 2. Waives the preparation and filing of a formal account with the Orphans' Court of Cumberland County,Pennsylvania, with regard to the actions of the EXECUTOR,and accepts the First and Final Informal Accounting of the ESTATE. 3. Declares that he has examined the First and Final Informal Accounting of the administration of this ESTATE and approves it with the same force and effect as if it had been prepared and duly filed with,audited and adjudicated by the Orphans Court. 4. Waives the benefit of Rule of Court No. 229.1 and any other provision permitting interest to be collected when payment is delayed after a Release is signed and that no amount shall be paid to any beneficiary until the other beneficiaries have agreed to the coordinated distribution of which this Release is a part. 5. Agrees to accept the sum of Twenty One Thousand Six Hundred Seventy Three and 29/100 Dollars ($21,673.29)as the final distribution of BENEFICIARY'S interest in the ESTATE. Agrees that no distribution will be made by the ESTATE until all Beneficiaries have signed their applicable Release,and,if necessary, approval by the Pennsylvania Attorney General Office for any charity has been received 6. Agrees to refund to the EXECUTOR,the ESTATE,and the FIRM such part or all of the distributive share which at any time may be determined to have been an erroneous distribution, regardless of the cause of such error. 7. Agrees to indemnify and hold harmless EXECUTOR,the ESTATE, and the FIRM from all claims, liability, loss or expense asserted against the ESTATE provided that such refund and indemnification is limited to the value of the assets received by the BENEFICIARY from the ESTATE, including, but not limited to, any federal estate tax, Pennsylvania inheritance tax or any other taxes relating in anyway to the ESTATE. 8. Agrees that this Release and Indemnification shall be governed by the laws of the Commonwealth of Pennsylvania. IN WITNESS WHEREOF, BENEFICIARY, executes this Release and Indemnification, intending to be legally bound hereby,this 17 day of Dee- 52014 ; WITNESS: man KENNETH W.EG State of 1 r'*i!1 ,!4 ss County of On this,the 17-7 IFL.day of_ ate e�.�.. ,2014,before me,the undersigned officer,personally appeared KENNETH W.EGAN,known to me(or satisfactorily proven)to be the person whose name is subscribed to the within instrument for the purposes contained therein, and acknowledged that he executed the same for the purposes therein contained. ' In witness whereof,I hereunto set my hand and official seal. (SEAL) C. MONWF&TN OF PENt-Yl d U1 Notary AMC) NOTARIAL SM E.ftjo Lmope BoGooey,mNb&Und CW* hly CgMisslon Expires td mh 10.2017 i i .t i . i i COMMONWEALTH OF PENNSYLVANIA OFFICE OF ATTORNEY.GENLRAL KATHLEEN G. KANE ATTORNEY GENERAL December 23,2014 Charitable Trusts and Organizations Section 14t1'Floor, Strawberry Square Harrisburg,PA 17120 Telephone: (717)705-1611 Facsimile: 717-787-1190 hvance—rittman@attorneygeneral.gov E.Ralph Godfrey,Esquire CIPRIANI &WERNER 1011 Mumma Road Suite 201 Lemoyne,PA 1704.3-1145 Re: Estate of Norma P.Egan.Deceased,No.21-13-1027: Cumberland City.; No.21-13-1027; Cumberland County. Dear Mr. Godfrey: This will acknowledge receipt of your letter and enclosures regarding the above- captioned matter. I have reviewed the accounting and have no objections. Please forward a copy of the signed Release or Settlement Agreement as soon as it is available. Please be advised that the above review was conducted.pursuant to the parens patriae role of the office and has no bearing on any matter unrelated .to that function. Thank you for your time and attention to this matter. Sincerely, rge 'e 1� Heather J. Vance-Rittman Senior Deputy Attorney General .t