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HomeMy WebLinkAbout02-18-15 C OM r� r� o -T- n c f77 r7i Co ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY _r_ to c) Estate of Matthew David Lingo, Deceased No. 21-14-0538 RECEIPT&RELEASE AGREEMENT The circumstances leading up to the execution of this instrument are as follows: 1. Matthew David Lingo, hereinafter referred to as "the decedent', died on May 24, 2014, a resident of Camp Hill Borough, Cumberland County, Pennsylvania, ,the estate was duly probated by the Register of Wills of Cumberland County on June 2, 2014 as No. 21-14-0538, and on which Letters Administration were granted the same day to Susan B. Lingo, as Administrator of the estate of decedent,hereinafter sometimes referred to as"Administrator". 2. Administrator has stated her Account and a copy of said Account is attached hereto. It is the desire of the undersigned that distribution of their share of the estate be made to them without the formality of an accounting in the Orphans' Court Division, Court of Common Pleas of Cumberland County,Pennsylvania, and Administrator has made such distribution. The undersigned, in consideration of the foregoing and intending to be legally bound hereby: A. Declared that they have examined the attached Account of Susan B. Lingo,Administrator of the estate of the decedent,that they find it to be true and correct in all particulars, and that they accept and approve it with the same force and effect as if it had been duly filed with, audited, adjudicated and confirmed absolutely by the Orphans' Court Division, Court of Common Pleas of Cumberland County, Pennsylvania, and as if the amount shown as distributable had been duly awarded to the undersigned; B. Waives an audit of the Account and of the administration of the estate by the Orphans' Court Division, Court of Common Pleas of Cumberland County, Pennsylvania,and Administrator has made final distribution of the balance of principal and income to them in accordance with said Account; C. Effective upon receipt, acknowledges receipt of the following final principal distribution in full satisfaction of all their right, title and interest in and to the principal of the estate of decedent, $20,687.43 to Susan B. Lingo and $20,687.42 to Robert S. Lingo. D. Does absolutely and irrevocably remise,release, quit-claim and forever discharge Susan B. Lingo, individually and as Administrator of the Estate of the decedent, her heirs, administrators, successors and assigns, of and from any and all actions, reckoning, liabilities, claims and demands relating in any way to the estate of decedent; E. Agrees to refund to Administrator any amount which may at any time be determined to have been an erroneous distribution to them regardless of the cause of such distribution, and agrees that any period for the limitation of actions for the collection of any erroneous distribution shall commence only at such time as Administrator shall have obtained actual knowledge of such erroneous distribution and that in no event shall the period for collection of any erroneous distribution be less than two years after the actual discovery thereof; F. Agrees that the Orphan's Court Division, Court of Common Pleas of Cumberland County,Pennsylvania,may, by its Decree, confirm the said Account and discharge Administrator; G. Agrees to indemnify and save harmless Susan B. Lingo, as Administrator, or in her individual capacity, or both, against all liability, loss or expense (including but not limited to costs and counsel fees) as a result of this settlement of their Account and the distribution, as herein referred to,made by them pursuant to this instrument and without the filing, audit, adjudication and confirmation of their Account; and H. Declares it to be their intention that this instrument by governed by the laws of the Commonwealth of Pennsylvania, and that it shall be legally binding upon their heirs,administrators, and assigns. IN WITNESS WHEREOF, the undersigned has hereunto set his/her hand and seal the day and year set forth after the signature of the undersigned. WITN SS: (SEAL) Susan B. Lingo Date:a'j�- 4, (SEAL) Robert S. Lingo Date: / 9 Schedule of Distributions Name Distribution Susan B. Lingo $20,687.43 Robert S. Lingo $20,687.42 ASSETS Wells Fargo—setup estate account $ 24,131.23 Oppenheimer Funds—mutual funds investment account $ 35,854.38 Comcast Refund $ 17.07 UPS Vacation Pay $ 398.72 Renter's Insurance Refund $ 1.24 Security Deposit Refund $ 25.54 UPS management pay $ 4,749.25 Silver Spring Police Department death benefit $ 311.26 Interest $ 2.24 TOTAL ASSETS $ 65,490.93 LIABILITIES/EXPENSES Neil Funeral Home, Inc.—Funeral $ 11,088.07 Romberger Memorials- Grave Marker $ 5,345.00 St. John's Cemetery—Burial Prep. $ 860.00 St. John's Cemetery—Plot plus opening $ 1,400.00 Camp Hill Apartments—June Rent $ 999.81 PPL-Electric for May/June $ 86.35 Camp Hill Apartments—May/June Water and Gas $ 164.64 Riverside Anesthesia—Medical $ 56.60 Cumberland County Tax Bureau— 2013 local taxes $ 107.00 TOTAL LIABILITIES/EXPENSES $ 20,107.47 TOTAL PROBATE EXPENSES $ 4,008.61 SUBTOTAL $ 24,116.08 - .' r. PROBATE EXPENSES Cumberland County Register of Wills Fee to Probate $ 223.50 Cumberland County Register of Wills Inheritance Tax $ 1,585.11 Reager&Adler, PC Attorney's Fees/Cost $ 2,200.00 TOTAL PROBATE EXPENSES $ 4,008.61 RECAPITULATION Estimated Decedent's Assets $65,490.93 Estimated Decedent's Liabilities/Probate Expenses- $24,116.08 TOTAL $41,374.85