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HomeMy WebLinkAbout06-03-15 Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: DARRYL E. GEORGE Date of Death: November 5,2012 File Number: 2012-01182 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:................... X 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 x No b. The separate Orphan's 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? x Yes_No d. Copies of receipts, releases,joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphan's Court and may be attached to this report. Copy of Family Agreement and Release attached with orignal Legal Advertisement Affidavits and Tax Clearance Certificate from Department ofRevenue. Date 610312015 Si ur Person ing ThisIV Capacity: _X_Personal Representative Counsel C Joseph D. Buckley _.( 4' Name of Person Filing this Form C\j 1237 Holly Pike c: µ j Address Carlisle, PA 17013 `Y' `��.,' Telephone 717 249-2448 Cj t�J - .LjJ c� IN RE: ESTATE OF DARRYL E. GEORGE : IN THE COURT OF COMMON PLEAS OF Late of Township of Hampden, CUMBERLAND COUNTY Cumberland County, Pennsylvania, PENNSYLVANIA deceased ORPHANS' COURT DIVISION ESTATE NUMBER 21-12-1182 FAMILY AGREEMENT AND RELEASE This Family Agreement and Release executed this 27`h day of April, 2015, by and between Stephanie Ann George and Joseph D. Buckley, in their capacity as co- administrators of the Estate of Darryl E. George, Deceased, and Michael A. George and Stephanie Ann George, the children and sole heirs and beneficiaries of the Estate of Darryl E. George. BACKGROUND 1. Darryl E. George ("Decedent"), a single man, died on November 5, 2012, a resident of Hampden Township, Cumberland County, PA, leaving a no will. 2. Following a petition for administration and a Renunciation executed by Michael A. George, the Register of Wills of Cumberland County on November 16, 2012, letters of administration were issued to Stephanie Ann George and Joseph D. Buckley as Co-Administrators. 3. Decedent had two children : Michael A. George and Stephanie Ann George who were by law his sole beneificiaries entitled to receive equal shares of his estate. 4. The Co-Administrators advertised the grant of letters Testamentary, prepared and filed an Inventory of Decedent's property and prepared and filed a Pennsylvania Inheritance Tax Return and federal and state income tax returns and paid the appropriate taxes thereon. 5. The Co-Administrators paid all the taxes, debts and expenses of the estate known to them, and they have no knowledge of any unpaid claims, absolute or contingent, which may be asserted against the estate nor do they have any reason to believe there are any such claims. 6. The Co-Administrators have distributed the net assets of the estate in equal shares to Michael A. George and Stephanie Ann George the surviving children of the deceased and the sole beneficiaries of the estate. 7. The, Co-Administrators and Michael A. George and Stephanie Ann George all desire that this Agreement and Release make unnecessary the filing an accounting in the Orphans' Court Division of the Court of Common Pleas of Cumberland County. NOW THEREFORE, intending to be legally bound,the parties do hereby: 1. Waive the filing of an account of the administration of the estate in any court; 2. Declare that the undersigned have each received and examined an informal account (and statement/schedule of distribution) of the Co-Administrators; finds it to be true and correct in all particulars; accept and have approved it with the same force and effect as if it had been prepared and filed with, audited, adjudicated and confirmed absolutely by a court of competent jurisdiction; and as if the balance of principal and income had been awarded by the Court in accordance with the statement/schedule of distribution; 3. Warrant that they are beneficiaries named in the informal account and statement/schedule of distribution are the sole remaining parties in interest in the estate and entitled to receive the entire distribution thereof in accordance with the informal account and Statement/Schedule of Distribution; 4. Warrant that the undersigned know of no outstanding and unsatisfied claims against the estate; 5. Approve the distribution of the balance of principal and income shown in the informal account and statement/schedule of distribution to the persons set forth therein and further acknowledge the receipt of all proceeds from the estate to which they are entitled; 6. Absolutely and irrevocably release and discharge the Co-Administraotrs, and their heirs, personal representatives, successors and assigns of and from any and all actions, liabilities, claims and demands relating in any way to their administration of the estate and distribution in accordance with the informal account and statement/schedule of distribution and without a court accounting and adjudication; 7. Agree to indemnify and hold harmless, the Co-Administrators, and their heirs, personal representatives, successors and assigns, from and against any claims, liabilities, loss or expense (including costs and counsel fees) arising from any cause whatsoever, which the Co-Administrators may incur as a result of the administration of the estate and its distribution in accordance with their agreement including, but not limited to, any liability for any federal estate taxes, Pennsylvania Inheritance tax or any other death taxes, and any federal or Pennsylvania income taxes, and Pennsylvania personal property taxes, together with any interest and costs incidental thereto, relating in any way to the estate and also including, but not limited to, any assets received or payments or distributions made by reason of any negligence or mistake of law or fact. 8. Agree this document's signature page may be signed seperately and then combined for filing. 2 IN WITNESS WHEREOF the parties set their respective I#mds and seals the first day written above. Wim ess MICIIAEL A. GEORGE neficiary) Witness STEPHANIE ANN GEORGE (Beneficiary) Witness STEPHANIE. ANN GEORGE (Co- qt4plfDrCLKN�Y strator) itness ( o-Administrator) 3 8. Agree this document's signature page may be signed seperately and then combined for filing. IN WITNESS WHEREOF the parties set their respective hands and seals the first day written above. Witness MICHAEL A. GEORGE(Beneficiary) GEORG (Beneficiary)Witness Witness STANISA GEs � �. N E (Co- Admi r 4 ��fitnessPH D.BU EY(Co-A inistrator) � STATE OF TEXAS SS. COUNTY OF On this, the day of ALT 2015 before me, a Notary Public in and for said County and State,the undersigned officer,personally appeared MICHAEL A. GEORGE 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. 01111100101 4 4 !ko Y Pjjj1 6t u ic -(SEAL) 00% OF STATE OF FLORIDA SS. COUNTY OF On this, the 5�4 day of May , 2015 before me, a Notary Public in and for said County and State, the undersigned officer, personally appeared STEPHANIE A. GEORGE 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. �:n e'''•., JONATHAN A.PARTYKA Commission#FF 095693 Expires February 25,2018 Bonded Thw 7rw Fein inwm"606385.7019 (SEAL) Notary Public 5 COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND On this, the day of 2015 before me, a Notary Public in and for THE County of Cumberland, Commonwealth of Pennsylvania, the undersigned officer, personally appeared JOSEPH D. BUCKLEY, ESQUIRE known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowledged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. /ffzK((SEAL) Notary Publ' COMMONWEALTH OF PENNSYLVANIA Notarial Seal Elaina N.Miller,Notary Public Susquehanna Twp.,Dauphin County My Commission Expires March 12,2017 Mc, t CTATION OF NOTARIES 6 PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 COMMONWEALTH OF PENNSYLVANIA : . ss. COUNTY OF CUMBERLAND Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues of the said Cumberland Law Journal on the following dates, viz: December 7 December 14 and December 21 2012 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. 2,,c ('11L.i1a Marie Coyne, Vditor SWORN TO AND SUBSCRIBED before me this 21 day of December, 2012 C-2�� Notary George,Darryl E.,dec'd. Late of Hampden Township. Administrators: Stephanie A. George and Joseph D. Buckley, Esquire, The Law Offices of Jo- ,yam OL$EAL seph D.Buckley, 1237 Holly Pike, DEBORAH A COLLINS Carlisle,PA 17013, Attorneys: Joseph D. Buckley Notary Public Esquire, The Law Offices of Jo- CARLISLE BOROUGH,CUMBERLAND COUNTY seph D.Buckley, 1237 Holly Pike, My Commission Expires Apr 28,2014 Carlisle, PA 17013, (717) 249- 2448. f PROOF OF PUBLICATION State of Pennsylvania,County of Cumberland Jackie Cox,Sales Director, of The Sentinel,of the County and State aforesaid,being duly sworn, deposes and says that THE SENTINEL, a newspaper of general circulation in the Borough of Carlisle, County and State aforesaid,was established December 13th, 1881, since which date THE SENTINEL has been regularly issued in said County, and that the printed notice or publication attached hereto is exactly the same as was printed and published in the regular editions and issues of THE SENTINEL on the following day(s): November 23, 30&December 7, 201 COPY OF NOTICE OF PUBLICATION -MOM i"CE 'w*oi Ha T �dL E..,annia Affiant further deposes that he/she is not anan 10.euro-qaq�C6unty,`PA, beer) bNersigned pe!rso'ns 0W* IndebtedV, interested in the subject matter of the )Ali" 0%iftrn-selv". ' t6"W Ejt*6 will nigike aforesaid notice or advertisement,and that ,Jlp.be Peftyment Immedlatev"Ind ft"having"dah" . V. v,will present 60,( _Tentjo: all allegations in the foregoing statement as !411 Ch=0� 'G=* I , -!" � to time, place and character of publication cla 'of J0"W -I�Jfyr are true. —cartlaw.'PA 17013 v-V —7117-249�q448 M74i Plkie A 1701 IS!i*le P Sworn to and subsc 1 d before e this 12- Notary Public My commission expires: NOTARIAL SE4L BAMBI ANN HECKENDORN Notary Public CARLISLE BOROUGH,CUMBERLAND CNTY my Commission Expires Jan 27,2014 pennsylvania sa DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX REV-1607 EX AFP (12-14) INHERITANCE TAX DIVISION STATEMENTPO 8OX 280601 OF ACCOUNT HARRISBURG PA 17128.0601 DATE 02-09-2015 ESTATE OF GEORGE DARRYL E DATE OF DEATH 11-05-2012 FILE NUMBER 21 12-1182 COUNTY CUMBERLAND BUCKLEY JOSEPH D ACN 101 1237 HOLLY PIKE —°°A mount Remitted CARLISLE PA 17013-4435 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 NOTE: To ensure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +- REV-1607 EX AFP 012-14) *** INHERITANCE YAY STATEMENT OF ACCOUNT *** ESTATE OF:GEORGE DARRYL E FILE NO.: 21 12-1182 ACN: 101 DATE: 02-09-2015 THIS STATEMENT PROVIDES CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 09-02.2014 PRINCIPAL TAX DUE: 14,402.13 PAYMENTS CTAX CREDITS) : PAYMENT RECEIPT DISCOUNT C+) DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID 12-04-2012 CDO16874 394.74 7,500.00 09-18-2014 CDO19692 218.24- 6,728.84 TOTAL TAX PAYMENT 14,405.34 BALANCE OF TAX DUE 3.21CR INTEREST AND PEN. .00 TOTAL DUE 3.21CR ■ IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.