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HomeMy WebLinkAbout05-20-15 In the Court of Common Pleas of Cumberfand County, Pennsylvania Orphan's Court Division In the Matter of the Estate of Estate File No. LI�LIAN W ROUSH, deceased 21-14-0526 Private Account, Family Settlement with Schedule of Distribution and Release by all heirs: FULL AND FINAL RELEASE Know all men by these presents, that I, Richard Whittington, being an heir of UtLIAN W ROUSH, deceased, whose signature is attached hereto, do hereby release, remise, quitclaim and forever discharge SYLVIA BAKER, Executrix of the Estate of !lL�IAN W ROUSH, deceased, of any and a!I claims that t may have against the said Estate and I acknowledge the receipt of twenty-six thousand five fiundred fifty-five dollars and sixty-six cents ($26,555.66), and agree that the said fiduciary is hereby released and fully discharged of any and all claims that I may have against the said Estate. ! further agree the aforesaid sum of money is aR the monies to which I am entitled and i further agree that the said fiduciary, Sylvia Baker be discharged without further notice to me and that I agree to this family settlement, as presented to me, without a formal accounting. I acknowledge the receipt of a mpy of the Family Acwunt and Schedule of Distribution and agree that it meets all of my requirements of a family settlement. I further agree that I received a copy of tne Last Will and Testament of LILLfAfV W ROUSH, cleceased, by mail from the Executrix and know of my beneficial interest therein. In witness wherecf, I have hereuntu sei�ry hanu anu �ea: vvitii tiie fuii inieniion of being legally bound hereby the A �t day of November, 2014. � � � c %^ , � m �_ � � c� � W1�25S � -•� �.� -�c o � / 1 i LG O �Y 7 _� ,� 3 T Richard Whittington , " �, -_ �-, rv � m i— o� o0 0 � 0 In the Court of Eommon Pleas of Cumberland County, Pennsylvania Orphan's Court Division In the Matter of the Estate of Estate File No. LILLIAN W ROUSH, deceased 21-14-0526 Private Account, Family Settlement with Schedule of Distribution and Release by all heirs: FULL AND FINAL RELEASE Know all men by these presents, that I, Carole Weikert, being an heir of LILLIAN W ROUSH, deceased, whose signature is attached hereto, do hereby release, remise, quitclaim and forever discharge SYLVIA BAKER, Executrix of the Estate of LILLIAN W ROUSH, deceased, of any and all claims that I may have against the said Estate and I acknowledge the receipt of twenty-six thousand five hundred fifty-five dollars and sixty-six cents ($26,555.66�, and agree that the said tiduciary is hereby released and fully discharged of any and all claims that I may have against the said Estate. I further agree the aforesaid sum of money is all the monies to which I am entitled and i further agree that the said fiduciary, Sylvia Baker be discharged without further notice to me and that I agree to this family settlement, as presented to me, without a formal accounting. I acknowledge the receipt of a copy of the family Account and Schedule of Distribution and agree that it meets all of my requirements of a family settlement. I further agree that I received a copy of the Last Will and Testament of LILLIAN W ROUSH, deceased, by mafl from the Executrix and know of my beneficial interest therein. In witrtess whereof, I have hereunto set my hand and seal with the full intention of being legally bound hereby the ��� day of November, 2014. � � . . ::�t�:i� - . . . , .:�'yp Witness: 7 - '� � r � � ZI ' �� OZ h�W Siu� �n-�f�.) S. �'U0� � - . _ :.__.�,,,�:i �C = �;;_� �_`yG�3�Carole Weikert In the Court of Common P�eas of Cumberland County, Pennsylvania Orphan's Court Division In the Matter of the Estate of Estate File No. LfLLIAN W ROUSH, deceased 21-14-0526 Private Account, Family Settlement with Schedule of Distribution and Release by all heirs: FULL ANQ FINAL RELEASE Know all men by these presents, that I, Joel Whittington, being an heir of LILLIAN W ROUSH, deceased, whose signature is attached hereto, do hereby release, remise, quitclaim and forever discharge SYLVIA BAKER, Executrix of the Estate of LILLIAN W ROUSH, deceased, of any and all claims that 1 may have against the said Estate and I acknowledge the receipt of twenty-six thousand tive hundred fifty- five dollars and sixty-six cents ($26,555.66�, and agree that the said fiduciary is hereby released and fully discharged of any and all claims that I may have against the said Estate. I further agree the aforesaid sum of money is all the monies to which I am entitled and i further agree that the said fiduciary, Sylvia Baker be discharged without further notice to me and that I agree to this family settlement, as presented to me, without a formal accounting. I acknowledge the receipt of a copy of the Famify Account and Schedule of Distribution and agree that it r��zets all of my requiremeMs of a family settlement. I further agree that I received a copy of the Last Wil� and Testament of LILLIAN W ROUSH, deceased, by mail from the Executrix and know of my beneficial interest therein. In witness whereof, I have hereunto set ml�y hand and seaf with the fuil intention of being legally bound hereby the � �vtday of idavertrtrer, 2014. �.�C2m �QY' Witfl 5: � Joel Wh t ' gton NOTARY PUBLIC�STHAroTE OF NEW YORK NO.01HY8189695 OUAIIFIED IN SUFFOLK COUNTY � COMMISSION EXP�RES W/30/20� In the Court c' Common Pleas of Cumberland County, Pennsylvania Orphan's Court Division in the Matter of tne Estate of Estate File No. LILLIAN W ROUSH, deceased 21-14-0526 Private Account, Family Settlement with Schedule of Distribution and Release by all heirs: FULL APFD FIRFAL RELEASE Know all men by these presents, thzt I, Sylvia Baker, being an heir of LILLIAN W ROUSH, deceased, whose signature is attached hereto, do hereby release, remise, quitclaim and forever discharge SYLVIA BAKER, Executrix of the Estate of LILLIAN W ROUSH, deceased, of any and aR claims that I may have against the said Estate and I acknowledge the receipt of twenty-six thousand five hundred fifty-five dollars and sixty-six cents ($26,555.66), and agree that the said fiduciary is hereby released and fully discharged of any and all daims that I may have against the said Estate. I further agree the aforesaid sum of money is all the monies to which I am entitled and i further agree that the said fiduciary, Sylvia Baker be discharged without further notice to me and that I agree to this family settlement, as presented to me, without a formal accounting. I acknowledge the receipt of a copy of the Family Account and Schedule of Distribution and agree that it meets all of my requirements of a family settlement. I further agree that I received a copy of the Last Will and Testament of LILLIAN W ROUSH, deceased, by mail from the Executrix and know of my beneficial interest therein. In witness whereof, I have hereunto set y hand and seal with the full intention of being legally bound hereby the �ay of December, 2014. Wit ess: /' �i 07/✓'^Y" ' ' d.,o.... n i F:Ld w�Lt� �/ Sylvia Baker In the matter of `he Estate ot Lillian W Roush, deczased Cumberland Couniy Estate fi�e 2 7-14-0526 Fqmily_Accounii�_wrfh Schedule of Distribi,tion Date of Death May 8, 2014 Date of Birth August, 30, 1931 Your accountant charges herseif with the following principal assets as follows_ See Schedule fi attached $131 ,567.19 See Schedule G aitached Z7 717,64 Total Funds for Distribution $159,284.83 �o�r accountant claims credit for the following principal disbursements: See Schedule H aitached $ 4,761 .57 See Schedule I attached � .qqo_52 PA Inheritance Tax Paid .19 133.52 Total Disbursements $25,344.55 Tota� Asseis $159,284.83 Total Disbursements 25 344.55 Balance for d�stnbution to hei�s $133,94028 SCHEDUCE OF DISTRIBUTION*' Carole Weikert !a $ 33,485.07 P.ichard Whittingion '/< 33,485.07 Joef Whiifingfon '/, 33,485.07 Sylvia Baker '/, 33 485.07 Tofal Distributed $133,940.28 RECAPITUCATION Total for Disir,bution $133,940.28 Total Disiributed Hereby 133 94028 Balarce NONE Respedfully Submitied � �y�1_ Executrix Aprit.l3, 2015 "Please nete tha' fhese disfribu;ion amcunis are di(ferent from ihe amouni fhat passed ihrough the esiate because 'he annuity passed directly to ihe executrix and each benef!ciary was !eimbursed directly from the executnx for their share of the annuity (1 /4 X $27,717.64 = $6,929.41 ;. VF'.. .... , i � .. � . � . � ��� �d���. �� s pennsytvania � uc � �, _., -__ CASH, . t t° +s Pf t�I" 5 Fi MISC. � PF�; f).H �..:. I�i'qo'� ER�V LN�i N �NROU �" - .— .,_,._ . - . _.,._ _ —' _ —__ —__ ._— '_ . _ . _. . . . .:____ . ESi OF FILE NUMOEk. SH 21-14 0526 - ____ ._ __ .. _. . —_ _ ..___ . .._. .. InciudeNeprae�usofliGgt xe+ls'xereece�iNhttrees2te PII pmperty] intly awned w tl ' . -��� , s p rist be d scl rsed on Schedule f. .-- ---- .. — -- v4WEATDA'E _� _ nunie .. .. `i . . ... _ oror-nrN �. . M&TBANR�719SIMP50'JFEQRYRDME t � ` 3 �" � T, -7 PH'1 9 1,,.5 � 13039230 I IChIECKINGACCOUNTh38375427 9 I PA PROPERTY TAk REBATE ClA!M a13700151`9<;, 750.00 3 , PA 2073 TAX REFUND 50.00 e �' CAPIiALBLUECRA55REFUNDOPUNU5E9'%REA-U4d I ����83 5_ I AMERICAN WATER CO REFUND I ���48 6 �� CHECKPROMAUCTIONEERFOFSALEOFGE3�OI�.A_�E'_0"!61!e3S 49.80 7_ `� REFUND FROM NATIONWI9E I�SURANCE 97 00 II i I II �� I � i II ' I 1 I � ._ . .. - . . ...__. .__ . _ —.I _ _ __—._' � TOTAL(41so eoteron �ne 5 Reapituletion) $ 13�,567_19 i .—.... . .__. _.— _. _ . IFro.espace��c�p � u sc-dtlitlonl=hcetso�papero�[hesames�ze. RFV J fX 0.1-1:9) � � pennsytvania l SCHEDULE G , u n�N.or�vemue I INTER-VIVOS TRANSFERS AND I - -�• I MISC. NON-PROBATE PROPERTY I ESTATE Oi FIIE NUMBER LiLLIAN W ROUSH 21-14-0526 _ _ Th6 schMule mus[be mmpletM an0 filed il Ihe anmer[o aoy of Quertions 1 thrta;gh 9 oc Oa9e Ihree oi tNe REY60�Is yes_ _ � � � SCdIFi�O�0 ROPE4i�' � —.. � �� "F^' I re r' .m u a u+ I �BT`OFOAh °hOF� DS ^%CWSIOM1 I TP%ABLE NUMac2 . w*r.us� 7 e�f ervr�u= IVALUEOFhSET INTCAS* I .uu � . VFC1E __ i. WESTEFN&SOUTHERNL!PEASSURANCE00 V1��,64 � �OO �i 2��T�a� CONTR4CTHW0021�12325 , �� I I I II � � II I I II � I i i i � i � � �i � i I � i I i il �I i �� i i I '� I li � � ' ' �, ; I i i � � I i � � I i � , ! �� L _ I ' � - - _- - _ _ _ TOTAL(A.menteronLine� RerapM1c�auan) S _. Z����.64 _ _._._ ._." _ _._ . _ __. __ __—_ _ ._ ..— ! �respare�sieiJ � iseadrfR�onal�heefsoipapero�ttesamesize. �� uev.vawenrornu�n�e � FUIVtKAL tXYGflJtJ AIVU ' ��-� � _+ �� ADMINISTRATIVE COSTS .��. -__ -_ __ .___ .. _— — _._ -__ ._. _:_:--. ,___.- __-_. . __ . ESTATE 9F FILE NUMBER �I�LIAN W P.OUSH 21-14-0526 __._— _.__ . ___-._ _.-.. . . . _ _ . . . _ . _ _ _._-. . . ____.. _ -. �eceaent s aebts must be reportetl on SrheEule I. - �TE, � .. . . _ . . . .... _ _�. .. aU^ICFR I� cC*IP Ir�v � AF�oN: __ _ . _. .__ _ . .__ - __ . .___ .— _. . _- , IM1°i0.L hPC$F5; I - NEILLFUNE'tAL iOME INC3501 DERRY S`HARRISBIJRG. °A 3,040.00 ICREMAi10�', �RN,COPIES Or DEAiH CE�TIFICATES AND 6UFIAL FERMhT II z. I DA`JID DI RAD�O-MINiSTERFT GRi�;JES!�E SER'JICE I 200A0 3. j BRADBEAVEft-BURIALOPURN � 350.00 a 'I ROLANDMART',N-RENiALOfTENTfOPGRAVESIDESER\9CE ! 250.00 5. I WITMER'SMEMORIALCEMETERV-OPENINGOFGRAVE , 10000 3. I OBITUARY-HAftRISBURG PATRIOT NE WS �89 67 g, q�MINISiRATi�/ECVS75: �, �ersmial Rcprov nr�bce Comm'asin�s. 0 00 Name�=�o�o=r��a1 Reoresenc;�ivcis) . . Socetndtlrvss ... � -�-� pcY ... Sta[e ZIP _. _ u�arfs;Cammssinn PaIJ: � 0.00 z. q;rome�Fees'. � I 0.00 3. Fam.ty ExemV�ion'. Qf deader,'s atldmsi I5 no�[tle�ma es tlaiman[ ,aCi:i explaraScn.) i ClalmaT ��� SheciAC��Fss II C.� .. . S[a[e ZiP I �� Rela[iunshloofClaimanco�ecedcn: a. � �*coa,c�ms�. 34&50 S I qanvo!antFees. i 4.00 6. �� iax RtNrn Pre�are�Fees'. ' ll � �� LEGALADVERTISING-HARRISBURGPATRIOTNEWS '; 208.34 � a. I LEGALADVERTISING-CUMBERLANDLAWJOURNAL 75D0 I � il I i TOTAI(Also enter on Une 9, Reczpimlation) ; 4,761.51 . _... ._ _- __ - ._. -. ._. . . Ima s�a �.s^�re �I otl01',�o�a h c`�ape'ofncsanesize. FFI.I ll-ll� � �; pennsytvania l SCHEDULE I �-v,v�rr��Fv or aev�rvur DEBTS OF DECEDENT, . _rYE��a�� I MORTGAGE LIABILITIES & LIENS —_�_ — -_ ESTATEOF � PILEfYUMBEk LILLIAN W ROUSH 21-14-0526 __ _" ..___.. . ._ .—_ _. ._.— _. —._ . .. Report Eebts incurreA by Ne decedent prwr ta dezth that remainetl unpaid at the tlate ot death ircludiig unreimbu seC meEkal erpenus. .. --_.. _. .. . _". ___— ..I EN . . . . VAW GT:.ArE N�M9'k I ..� CtSCRIPTION .. . _ , . OPDE0.TH _ __ . . .._ .— . .__. . _- _ ____ _ _ .._ �- �CUMBERIAND GROSSMGS RETlREMENT COMMUNITY-PINAL BILL � 54155 2 IOMNICAREKlNCOFPRUSSIA-FINALBILL-MEDIGMES � 8z4.gz 3. Ct1MBERLAN�G00�WILLAMBULANCE 83.15 I � I i I I I � I i I I i j I I III II I I - -. . .. _... � --- - -- - -�- -. . __. TOTAL(Also enter on Cmz t�, RerzOitulaUon, ; 1 449b2 _ — _ . ___— — __._ !mo*c spom a necdeQ Insert ztlC[mna shtv6 0`the sam s:ze. �-�-� Norice oF ir+NeRirnHCE rnx �: pennsylvania APPRAISEMENL ALLOWANLE OR OISALLOWANCE oeanerrier�to�ecveeue euaenu oF xdoiv[�ua� rnxss OF OE�UCTIONS AND ASSESSMENT OF TAX iNHERflf.NOF T.1X �[V[6ION ftW-I54] E% <F✓ (OB—ISJ P� 90M 1tl�601 NARFISBORG PA ti120-0601 ❑ATE 10-2]-2014 ESTATE OF ROUSH LILLIAN W OATE OF OEATH 05-OB-2014 FILE NUMBER 21 14-0516 COUNTV CUMBERLAND BAKER E%EC SYLVIA M A�N 101 16660 STATE RO�iTE 3001 APPEAL DATE: 12-26-2014 MONTROSE PA 188 0 1-6 54 1 (SeerececrexideunderObjec(ionsJ Amount Rewittatl� —� MAKE CHECK PAYABLE AN� REMIT PAVMENT TC: RE6ISTEft OF WILLS I COURTHOIISE SqIIARE CARLISLE PA 17G13 CUT AL�NG THIS LINE � RETAIN L�WER PORTION FOR VOUR RECOR�S H ______________ REV-154) EX AFP (08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWAHCE OF OEOUCTIONS AND ASSESSMENT OF TAX ESTATE OF: ROUSH LILLIAN WFILE N0. :21 14-D526 ACN: 101 DATE: 10-2]-2014 TAX REiUkN WAn: ( X� A¢ePTE� PS FILE� O CHAN6E0 APPRAISED VAWE OF RETURN BASEO ON: ORIGINAL RETORN .. Roel Eatatc [ic�oLuio A) (lJ '�� MOiE: ' e propar 2. S[ocks antl BonUs lSo�adolo B> �y .�0 redf[ fo�Your ecc unt� .00 submik <M1e upper portlan 3. Qosely Held Simk/Par[nersM1lp Interes[ (Sc�etlule C) (3) of [M1is form u3tM1 your 4. Mort9egas/Notas Recolvaelo (ScSodvla �1 C4] '�� [ex paYment. s. rasoieane oeoosicsinisc. Personaa aropertv �scneaule [) <5> 131 ,567. 19 6- Jolntiv OviceO Pr-npe�ty (SCM1etlule P] �6) .0� �. 1rao�e�r� cs�noame c. ��� 27,73I.64 e. io�ai nzzetz (e� 159 2fl4 .83 APPROVE� OEOULTIONS AN� EXEMPTIONS: 9. WnP�dl EXpPn5e5/Atlm. LOs[SlPYSc. £xpen9e5 :Scheduie Ni (g� 4.�L3 .51 10. Oab[s/CO�tgege LIdEIliHes/Gens ($CM1atlulo U (l0] 1 •449•$� 1i. roxal �eeuccsons u u 6,211 .03 tz. eec vai�� of *a= ae<.:.� �ti� 153,D]3.80 13. CM1arlfaEle/Gove�nmental BeCues[5; Non-electetl 9113 Trus[s l5c�etlule A (�3) •�� ia. Noc vai�e o. es<ace s�o,e« ao ,a� �ia, 15a.o7s.eo NOTE: If an assessment vas issuetl Oreviausly, Lines 14. 15, 16. 1]. 18 antl/or 19 vi21 reflett fiflures that inclutle the total of all refurns assessetl to tlate. ASSESSHENT OF TAX: ai. nmount oi une I4 at � ousal �ate u5) .00 % 40 = _00 16. Amount of Llne 14 [axable at lineal rate (t6l - �� X 0�1J = .�� 1r. amo���c oe u�� :< ac sioi.�y �aee ci>> 94 Ol '! 12 x 12 = 1L282. 05 te. nmo�ne oe �ine �a caxanie a� collaeerai rate ue� 59.056.68 x 15 = 8,858.50 :s. e-io<iaa� *ax n�a <-9-= 20, 140 .55 TAX [RE�ITS: GpVMENT FECEIPT DISCOIINT (r��� pMOUNT PAI� I ORTE — N�U_NBE0. [NTERE21/PEN PPI� E) �i ��. OB-07-201�9518 � - �� 1,007.03 ��� �19,133.52 I i I '�,�,�_ _�_ "__ - ._—__ _ —.__ — _ ' TOTAL TAX PAYMENT 20,140 .55 �I HALANCE OF TAX OUE .00 IN7ERES7 ANO PEN. :� .0� � . _ _--_._. ._ . . _ _ TOTAL UUE .00 �__'— . IF PFIO A�TER �AiE INOICAiEO. SEE REVFftSE IF TOTqL �IIE 6 ftERECiED AS R LREOIT (CR), Y00 MAV BE WE FOR GPLNLAT[ON OL ���'_T10NAL :NTEREST_ N REFONO. $EE FEVERSE SIOE PoR INS:RIICi[QNS.