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Home My WebLink About05-15-15 Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: Nettie L. Brannan Date of Death: 12/15/2013 File Number: 21-14-00021 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: ® 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 Orphans' Court and may be attached to this report. AUopy of the.Release, Receipt, Refunding Agreement is attached. / Date atur P son Filing this Form c_aa t.� C17 Capacity: ❑ Personal Representative ® Counsel Ct_ co Linda J. Olsen Esq. #92858 U Name of Person Filing this Form 2000 Linglestown Road Suite 202 Address Harrisburg, PA 17110 City,State,Zip 717-540-4332 Telephone Form RW-10 Rev.10-13-2006 Copyright(c)2006 form software only The Lackner Group,Inc. RELEASE, RECEIPT, REFUNDING, AND INDEMNIFICATION AGREEMENT IN THE ESTATE OF NETTIE L. BRANNAN, DECEASED KNOW ALL MEN BY THESE PRESENTS that WHEREAS,NETTIE L.BRANNAN,late of Lemoyne Borough, Cumberland County, Pennsylvania, deceased, died on December 15, 2013; WHEREAS,Letters Testamentary on the Estate of the said decedent were duly issued by the Register of Wills of Cumberland County,Estate No.2114-0021,and Letters were granted on January 8, 2014 to Lois M. Myers, hereinafter called personal representative; WHEREAS, the assets of the said decedent consist of real and personal property to a total value of$101,208.68 as set forth in the Distribution Schedule,which is attached hereto and made a part hereof and marked Exhibit A; WHEREAS, 1, Lois M. Myers, sole beneficiary of the Estate do hereby acknowledge and agree with receipt of those assets set forth in said Distribution Schedule; AND,I do hereby stipulate that in order to avoid the expense and time involved in the filing of a formal account and schedule of distribution in the Orphans' Court Division of the Court of Common Pleas,no account is necessary,and I do hereby consent to distribution being made pursuant to this Agreement, without the filing of an account and schedule of distribution with the Orphans' Court, 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, Cumberland County. THEREFORE,I do hereby covenant and agree that should any liability come due to the estate of the said decedent after the signing of this Receipt and Release, I will contribute my share of the estate to satisfy any and all legitimate claims, demands, suits or causes of action which may be successfully prosecuted against the said estate after the signing,sealing and delivery of this Receipt and Release. IN WITNESS WHEREOF, I have hereunto set my hand and seal this day of 2015 . eL�.✓ OIS M. MYERS Estate of Nettie L. Brannan COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF On this the day of , 2015, before me, a Notary Public, the undersigned officer,personally appeared LOIS M.MYERS,known to me or satisfactorily proven to be the person whose name is subscribed to the within instrument, and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. L Notary Public NOTARIAL SEAL CORINNE EGGERS WOODHOUSE Notary Public SUSOUEHANNA TWP..DAUPHIN COUNTY My Commission Expires Aug 19,2015 ESTATE OF NETTIE L. BRANNAN -Exhibit"A" DOD 12/15/2013 Assets DOD Values Members 1st FCU cking. #448442-11 $ 2,534.93 Savings Bonds-5$200 Series EE bonds $ 1,749.12 Core-Mark Intl Pension paid 1/2/14 $ 581.70 Gernworth Financial- long term care reimbursement/Nov.13 $ 1,469.50 Gernworth Financial - long term care reimbursement/Dec.13 $ 955.45 Refund-Medicare supplement premium $ 18.69 Refund of Inheritance tax $ 431.60 Total $ 7,740.99 Non-Probate Assets Real Estate-630 Hummel Ave. -Jt. w/ Lois Myers ($151,900) $ 75,950.00 Edward Jones-IRA#896-91422-1-8(estate) $ 19,381.29 Less Federal Income tax withheld from distribution $ (1,963.60) Total Non-Probate Assets 93,367.69 Loan from Lois Myers $ 100.00 Total Assets $ 101,208.681 Income Received Edward Jones- IRA#896-91422-1-8 - income on distributions $ 254.80 Members 1st FCU cking. #448442-11-accrued income not rec. $ (0.05) Members 1st Estate cking. Int. 3/14 $ 0.32 Savings Bonds- interest on liquidation $ 20.88 Total $ 275.95 Expenses Amount To Be Paid Administrative Cumberland Law Journal-estate notice $ 75.00 Cumberland County Probate fees ($123.50 paid by Lois) (balance of probate fees) $ 18.84 Hazen Elder Law-fees $ 1,500.00 $ 4.45 $ 4.45 Journal Multimedia-estate notice $ 167.00 Members 1 st FCU -estate checking -fees 2/19/14 $ 37.00 Members 1 st FCU -estate checking-fees 3/7/14 $ 4.00 USPS -mailing $ 5.30 USPS-mailing $ 6.49 William Hamilton-expenses of cleaning out house/personalty $ 1,091.02 . Debts Cindy Truesdale-c'mas gift $ 100.00 Core-Mark Intl Pension rec.1/2/14 - repaid 2/14 (580.70) $ 580.70 Griswold Home Care-home companion for Dec. . $ 201.00 Lois Myers- reimbursement for house expenses $ 1,227.26 Nim Nue Moe-caregiver fee $ 85.50 Pharmacy fees $ 23.95 Sheeron Rai Singh -care Iver fee $ 125.00 Sheeron Ra' Singh -caregiver fee $ 100.00 State Farm Bank CC#4707-8877-6971-6224/dec. gifts $ 223.79 Susan Storm -caregiver fee 12/9, 12/11/13 $ 162.45 Funeral Musselman Funeral Home $ 2,547.00 Ro er's Flowers $ 33.71 Total $ 8,319.46 $ 4.45 Total Assets and Income $ 101,484.63 Less Total Expenses $ 8,319.46 Less Inheritance Tax $ 13,000.00 Total $ 80,165.17 Distribution 112 share o Beneficiary house Final Lois M. Myers $ 75,950.00 $ 4,215.17 Total $ 75,950.00 $ 4,215.17 Total Distributions $ 80,165.17 Actual cash distribution may increase or decrease based on receipt of additional assets or income,presentation of an obligation,and/or payment of additional expenses.