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Home My WebLink About05-01-15 (2) ►`� -JR5 FAMILY SETTLEMENT AGREEMENT-LUANN T. MANNION ESTATE THIS AGREEMENT by and between the following persons THOMAS K. MANNION LISA MANNION individually and THOMAS K. MANNION, Administrator of the Estate of LUANN T. MANNION, Deceased, of Cumberland County, Pennsylvania. WHEREAS, LUANN T. MANNION, who resided at 410 Mount Allen Drive, Mechanicsburg, PA 17055 ; Cumberland County, died on June 30, 2014 having left a Last Will and Testament; and WHEREAS, THOMAS K. MANNION has been duly appointed as Administra�gr of the Estate of LUANN T. MANNION, Deceased; and r c> C> WHEREAS, the Parties in interest under the Pennsylvania Laws of Intestacy of ;:0 r" +"" M - h is t- A LUANN T. MANNION, Deceased, are: Co x� r? C�) h THOMAS K. MANNIONrn . LISA MANNION _, ry o U1 WHEREAS, each of the parties to this Agreement has been furnished with a complete listing of the estate assets, receipts and disbursements as set forth on the Estate Inventory.as attached hereto and marked as Exhibit "A"; and the Informal Accounting as attached hereto and marked as Exhibit"B"; and WHEREAS, it is the desire of the parties to this Agreement that final distribution of this estate be accomplished without a formal accounting to the Court of Common Pleas of Cumberland County, Pennsylvania, Orphans' Court Division, it being the desire of the parties to avoid the expense, delay and publicity of a formal accounting; and WHEREAS, the parties to this Agreement each acknowledge and agree to the proposed Schedule of Distribution as shown in Section 5. of the attached Informal Accounting ; and NOW, THEREFORE, WITNESSETH, in consideration of the mutual promises, covenants and agreements recited herein the parties do agree as follows: 1. Each of the parties to this Agreement does hereby release and forever discharge THOMAS K. MANNION, Administrator, from any and all liability which may from time to time arise in connection with his service as Administrator of the Estate of LUANN T. MANNION, Deceased. The parties do further agree to indemnify and hold harmless said THOMAS K. MANNION, Administrator, from any and all liability which may arise against the estate from creditors or other claimants. 8� 2. Each party to this Agreement acknowledges that this Agreement shall be indexed and recorded in the estate proceedings and that the terms hereof shall be binding upon their respective heirs, successors, Administrators, and assigns. 3. This Agreement can be executed in counterparts. 4. This Agreement shall be governed by the laws of the Commonwealth of Pennsylvania. Dated at P-CI'1 AIIS , Pennsylvania this 6 day of 2015. THOMAS K. MANNION, Administrator NOTARIZATION: day of.�.'drx 2015, before me personally appeared the aforesaid declarant and On this..1.0Q principal, to me known to be the person described in and who executed the foregoing instrument and acknowledged that he/she executed the same as his/her free act and deed. IN WITNESS WHEREOF, I have hereunto set my hand and affixed my official seal in the County of Cumberland, Commonwealth of Pennsylvania the day and year first above written. COMMONWEALTH OF PENNSYLVANIA Notary Public NOTARIAL SEAL Michael C.Giordano, Notary Public Mechanicsburg Boro,Cumberland County My Commission Expires January 12.2018 LISA MANNION NOTARIZATION: On this....... !..day.day of /, 2015, before me personally appeared the aforesaid declarant and principal,to me known to be the person described in and who executed the foregoing instrument and acknowledged that he/she executed the same as his/her free act and deed. IN WITNESS WHEREOF, I have hereunto set my hand and affixed my official seal in the County of hr%,,�gv , State of f0 the day and year first above written. +. �GCOMMONWEALTH OF PENNSYLVANIA ds•. ... .............. .. NotaryPublic Notarial"Public Diane L Hoerner,Swatara Twp..DaMy Commission ExpiASS --------------------------------------------------------------------- --------------------------------------------------------------------- oe V THOMAS K. MANNION NOTARIZATION: j On this...le day of.�ro%2015, before me personally appeared the aforesaid declarant and principal,to me known to be the person described in and who executed the foregoing instrument and acknowledged that he/she executed the same as his/her free act and deed. IN WITNESS WHEREOF, I have hereunto set my hand and affixed my official seal in the County of Cumberland, Commonwealth of Pennsylvania the day and year first above written. .............................................. COMMONWEALTH OF PENNSYLVANIA Notary Public NOTARIAL SEAL Michael C.Giordano, Notary Public Mechanicsburg Boro,Cumberland County My Commission Expires January 12,2018 Exhibit A INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21 -14-00695 THOMAS K. MANNION Personal Representative(s)of the Estate of Mannion, LuAnn T. deceased, depose(s)and say(s)that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent,that the valuation placed opposite each item of said inventory represents its fair value as of the date of the decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I verify that the statements made in this Inven- tory are true and correct. I understand that false state- ments herein are made subject to the penalties of 18 Pa.C.S. §4904 relating to unsworn falsification to authorities. Attorney-- (Name) Michael C Giordano (Supreme Court I.D.No.) 204699 (Firm) Michael C. Giordano, Attorney &Counselor at Law (,address) 221 W. Main Street Mechanicsburg, PA 17055 (Telephone) 717/745-4160 DATE OF DEATH LAST RESIDENCE 410 Mount Allen Drive DECEDENTS SOC.SEC.NO. 6/30/2014 Mechanicsburg, PA 17055 193-38-6966 FIGURES MUST BE TOTALED Personal Property 1560 shares of PPL common stock 55,044.60 5.4455 shares of Hershey Company common stock 528.79 Miscellaneous personal property --clothing,jewelry, etc. 3,000.00 Total Personal Property 58,573.39 Real Estate 4496 State Route 225, Dornsife, PA 17823 38,520.00 Tax ID 024-00-081-071 (Attach additional sheets if necessary) Total Personal Property and Real Estate $122,093.39 INVENTORY (continued) REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } SS File Number 21 -14-00695 DATE OF DEATH LAST RESIDENCE 410 Mount Allen Drive DECEDENTS SOC.SEC.NO. 6/30/2014 Mechanicsburg, PA 17055 193-38-6966 493 Lees Lane, Union, PA 17,875.00 Tax ID 012-073-020-12000 511 Lees Lane, Union, PA 7,125.00 Tax ID 012-073-020-13000 Total Real Estate 63,520.00 2 Exhibit B In the Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division -------------------------------------------------------------------------------------------- .REPORT AND INFORMAL ACCOUNT IN SETTLEMENT OF ESTATE 'Estate of LUANN T. MANNION, Deceased. File No. 2014-00695 -------------------------------------------------------------------------------------------- The undersigned, authorized by this court to act as the Administrator of the above entitled estate, :reports and accounts as follows: 1. There has come into my possession the following personal property of the deceased, which has been converted into cash the amounts indicated on Schedules B and E attached. Total value of personal property and cash: $58,573.39 2. There has come into my possession the following real property of the deceased, which has a date of death cash value in the amounts indicated: 4496 State Route 225, Dornsife, PA 17823, Tax ID 024-00-081-071 $ 38,520.00 .493 Lees Lane, Union, PA: Tax ID 012-073-020-12000 $ 17,875.00 511 Lees Lane, Union, PA: Tax ID 012-073-020-13000 $ 7,125.00 Total value of real property: $ 63,520.00 Total value of personal property, cash and real property: $ 66,520.00 3. This estate also has disbursements as indicated on Schedules H and I attached. Total value of cash disbursed or to be disbursed for expenses: $ 36,427.68 4. Inheritance Tax: The Inheritance Tax owed on the Estate is $1,252.48 as shown on the Inheritance Tax form to be filed with the Cumberland County Register of Wills with this Informal Accounting and the Family Settlement Agreement. 5. Schedule of Distribution: The net value of the estate less Inheritance taxes will be distributed to the following persons in accordance with thb PA law of intestacy as follows: THOMAS K. MANNION LISA MANNION U f :COMMONWEALTH OF PENNSYLVANIA ) ss.: COUNTY OF CUMBERLAND ) Thomas K. Mannion, as Administrator of the Estate of LuAnn T. MANNION, being duly sworn, deposes and says: have read the foregoing Report and Account and know the contents thereof; the matters and things therein stated are true of my own knowledge; the foregoing Account is in all respects just and true and contains a full, particular and true account of all money and property of the deceased coming into my possession; and the administration expenses, disbursements and distribution shown have been actually made for the purposes and reasons therein stated. Administrator and Affiant: Thomas K. Mannion L, Sworn to before me on 6 , 2015 Notary Public COMMONWEALTH OF PENNSYLVANIA NOTARIAL SEAL Michael C.Giordano, Notary Public Mechanicsburg Boro,Cumberland County My Commission Expires January 12,2018 i s Schedules B , . E REV-1503 EX+(8.12) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER ESTATE OF Mannion, LuAnn T. 21 - 14 -00695 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM DESCRIPTION UNIT VALUE VALUE AT DATE OF NUMBER DEATH 1 1560 shares of PPL common stock 35.285 55,044.60 2 5.4455 shares of Hershey Company common stock 97.105 , 528.79 TOTAL(Also enter on line 2, Recapitulation) 55,573.39 Rev-1508 E,X+(08.12) F pennsylvania SCHEDULE E DEPARTMENT CASH BANK DEPOSITS AND MISC. INHERITANCE TAXAXRETURN � RESIDENT DECEDENT PERSONAL PROPERTY FILE NUMBER ESTATE OF Mannion, LuAnn T. 21 - 14-00695 Include the proceeds of litigation and the date the proceeds were received by the estate.All property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM VALUE AT DATE OF NUMBER DESCRIPTION DEATH 1 Miscellaneous personal property--clothing,jewelry, etc. 3,000.00 TOTAL(Also enter on Line 5, Recapitulation) 3,000.00 Schedules H and I REV-1611 EX+(08.13) V- - pennsylvaniSCHEDULEH a { DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RESIDENT DECEDENT RETURN ADMINISTRATIVE COSTS �VJIY� IV1 COSTS ESTATE OF Mannion, LuAnn T. FILE NUMBER21 - 14 -00695 Decedent's debts must be reported on Schedule I. ITEM NUMBER FUNERAL EXPENSES: DESCRIPTION AMOUNT A. 1 Robert G. Foust Funeral Home 8,036.50 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Street Address City State Zip Year(s)Commission Paid 2. Attorney's Fees Michael C. Giordano 5,000.00 3, Family Exemption: (If decedent's address is not the same as claimant's,attach explanation) Claimant Thomas Mannion 3,500.00 Street Address 410 Mount Allen Drive City Mechanicaburg State PA Zip 17055 Relationship of Claimant to Decedent Spouse 4. Probate Fees Cumberland County 360.50 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 8 Publication in the Cumberland County Law Journal 75.00 See attached 422.10 TOTAL(Also enter on line 9, Recapitulation) 17,394.10 REV-1511 EX+(08.13)' - � pennsylvania Schedule W DEPARTMENT OF REVENUE INHERITANCE TAX RETURN Funeral E)qxn1Ses& RESIDENT DECEDENT Adminisbative Costs continued ESTATE OF Mannion, LuAnn T. FILE NUMBER 21 - 14 -00695 9 Publication in The Guide Newspaper 65.00 10 Deed recording fees for Dornsiife and Union Couty properties 296.50 11 Postage 60.60 Page 2 of Schedule H l Rev-1512 EX+(12-12) 141 -0 pennsylvania SCHEDULE I DEPARTMENT OFDEBTS OF DECEDENT MORTGAGE EVENUE RET INHERITANCE TAXAXRETURRNN � RESIDENT DECEDENT LIABILITIES & LIENS FILE NUMBER ESTATE OF Mannion, LuAnn T. 21 - 14 -00695 Report debts incurred by the decedent prior to death that remained unpaid at the date of death, including unreimbursed medical expenses. ITEM DESCRIPTION AMOUNT NUMBER 1 Hospice of Central PA 5,250.00 2 LuAnn Mannion Personal Service Loan 1,990.02 3 Repair of Dornsife property roof 2,300.00 4 PPL for Dornsife 100.73 5 Penn State Hershey Medical Center 9,392.83 TOTAL(Also enter on Line 10, Recapitulation) 19,033.58