HomeMy WebLinkAbout06-24-15 Pa. O.C. Rule 6.12 STATUS REPORT
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
Name of Decedent: Winifred L. Grissinger
Date of Death: 10/28/2013 File Number:21-13-1.192
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: . . . . . . . . . . . . . . . . . . . . 0 Yes El 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? . . . . . . . ElYes ✓]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? . . .5-Pe.Cti�Ct C ( . . . . . . . 91Yes ❑No
d. Copies of receipts, releases,joinders and approvals of formal or informal accounts may be
filed with the Clerk of the Orphans' Court and may be attached to this report.
Date 06/19/2015
U_ C ' Signature of Person Filing this Forin
C'7 C—
�'s —' co �= Ca acit Personal Representative p y: Q p QCounsel
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Keith O. Brenneman Esquire
C) �j Name of Person Filing this Form
LJ i.:a �� _, Snelbaker& Brenneman, P.C.
t c Uj Address
G 44 West Main Street, Mechanicsburg, PA 17055
C ul C'
717-697-8528
Telephone
Form RW-10 rev. 10.13.06
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RECEIPT AND RELEASE
WHEREAS, Winifred L. Grissinger, late of the Borough of New
Cumberland, County- of Cumberland and Commonwealth of
Pennsylvania, died on October 28 , 2013, having first made her
Last Will and Testament in writing probated before the Register
of Wills of said Cumberland County on November 8, 2013, and
Letters Testamentary were issued on the same date to Gregory
Grissinger, the Executor named in the Last Will and Testament of
said Decedent; and
WHEREAS, said Executor has entered upon and completed his
administration of said Decedent ' s Estate as set forth in his
First and Final Account attached hereto, and intends to
distribute the net balance of the assets of said Estate to the
persons named in the Statement of Proposed Distribution also
attached hereto, . both of said documents being incorporated
herein by reference thereto; and
NOW THEREFORE, KNOW ALL MEN BY THESE PRESENTS, that we
Bradley Grissinger and Gregory Grissinger, acknowledge receipt
of the proceeds from a joint checking account held with the
decedent at M&T Bank (account #38792249) with a closing balance
of $1, 673 . 32 and each of us being entitled to $836 . 66, as
LAW OFFICES surviving joint owners of said account .
SNELBAKER& 1
BRENNEMAN, P.C.
NOW, THEREFORE, KNOW ALL MEN BY THESE PRESENTS, that we
Gregory Grissinger and Jamie Myers (formerly Jamie Yost) , being
the principal legatees and distributes named in the Will of said
Decedent and the persons entitled to share in the residuary
distribution of the Estate of said Decedent do hereby declare
and say that we, and each of us, have examined the attached
Account and Statement of Proposed Distribution, and find the
same to be true and correct, and in strict accordance with the
terms and provisions of said Will, and we do hereby acknowledge
that we, and each of us, this day have, had and received of and
from Gregory Grissinger, Executor of the Estate of Winifred L.
Grissinger, the cash and/or personalty set opposite our names in
the above mentioned Statement of Proposed Distribution, in full
satisfaction, payment and discharge of all such sum or sums of
money, legacies and bequests, share or shares, purparts and
dividends which were due, owing and payable and belonging to us,
and each of us, by any means whatsoever, for or on account of
our full share, part or dividend of the Estate of Winifred L.
Grissinger, Deceased.
LAW OFFICES
SNELSAKER& 2
BRENNEMAN, P.C.
NOW, THEREFORE, we, and each of us, the said Gregory
Grissinger, Jamie Myers (formerly Jamie Yost) and Bradley
Grissinger do by these presents, remise, release, quit-claim and
forever discharge the said Gregory Grissinger, his heirs,
executors and administrators, of and from our said shares or
dividends of the Estate aforesaid, and of and from all actions,
suits, payments, accounts, reckonings, claims and demands
whatsoever, for or by reason thereof, or of any act, matter,
cause or thing whatsoever, from the beginning of the world to
the day and date of these presents .
AND, desiring to avoid the delay and expense of the
settlement of said Estate by filing the foregoing Account of
said administration in the Office of the Register of Wills of
said Cumberland County and by having the balance in the hands of
the Executor, as shown by said Account, distributed by the Court
of Common Pleas of Cumberland County - Orphans ' Court Division,
we, and each of us, do hereby agree that the foregoing Account
and Statement of Proposed Distribution concerning the matter of
settlement may be recorded with the same effect upon us, and
each of us, as if the same had been reported upon by said Court,
in a decree of distribution made on such proposed Statement of
Distribution by the said Court of Common Pleas - Orphans ' Court
LAW OFFICES Division.
SNELBAKER SC
BRENNEMAN,'P.C. 3
AND in consideration of the aforesaid settlement being made
without the aid of such Court of Common Pleas - Orphans ' Court
Division, that we the said Gregory Grissinger and Jamie Myers
(formerly Jamie Yost) do hereby agree that if any debts or
demands other than those included in the above referenced First
and Final Account, as hereinbefore set forth, shall be hereafter_
recovered against the Estate of said Decedent and be legally
payable out of the same, that we, and each of us, will return to
the said Executor such amounts thereof as may be necessary to
pay such debts or demands .
IN WITNESS WHEREOF, we have hereunto set our hands and
seals this day of 2015 .
WITNESSED BY:
- r 0-- (SEAL)
Gregory Grissinger
_ (SEAL)
Jamie Myers
(Formerly Jamie Yost ).
(SEAL)
Bradley Grissinger
LAW OFFICES
SNELBAKER&
BRENNEMAN, P.C. 9
AND in consideration of the aforesaid settlement being made
without the aid of such Court of Common Pleas - Orphans ' Court
Division, that we the said Gregory Grissinger and Jamie Myers
(formerly Jamie Yost) do hereby agree that if any debts or
demands other than those included in the above referenced First
and Final Account, as hereinbefore set forth, shall be hereafter_
recovered against the Estate of said Decedent and be legally
payable out of the same, that we, and each of us, will return to
the said Executor such amounts thereof as may be necessary to
pay such debts or. demands .
IN WITNESS WHEREOF, we have hereunto set our hands and
seals this day of 2015.
WITNESSED BY:
— (SEAL)
Gregory Grissinger
(SEAL)
Urie Myes
rmerly :Jamie Yost).
(SEAL)
Bradley Griesinger
,s
a
l
LAW OFFICES
SNELBAKER& 4
BRENNEMAN, P.C.
AND in consideration of the aforesaid settlement. being made
without the aid of such Court of Common Pleas - Orphans ' Court
Division, that we the said Gregory Grissinger and Jamie Myers
(formerly Jamie Yost) do hereby agree that if any debts or
demands other than those included in the above referenced First
and Final Account, as hereinbefore set forth, shall be hereafter
recovered against the Estate of said Decedent and be legally
payable out of the same, that we, and each of us, will returri to
the said Executor such amounts thereof as may be necessary to
pay such debts or demands .
IN WITNESS WHEREOF, we have hereunto set our hands and
seals this da.y of 2015 .
WITNESSED BY:
(SEAL)
'Gregory Grissinger
(SEAL)
Jamie Myers
(Formerly Jamie Yost)
(SEAL)
Bradley -r
LAW OFFICES
SNELBAKER&
BRENNEMAN, P.C.
State of Hawaii )
SS .
County of A�(f.A, )
On this the � wj" day of 2015, before me, a
Notary Public in and for said State and County, the undersigned
officer_ , personally appeared Gregory Grissinger, known to me (or
satisfactorily proven) to be the persons 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 .
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SNELBAKER&
BRENNEMAN, P.C.
State of Kansas )
SS .
County of ---)
On this the day of Jut, 2015, before me, a
Notary Public in and for said State and County, the undersigned
officer, personally appeared Jamie Myers (formerly Jamie Yost) ,
known to me (or sat-isfactorily proven) to be the persons 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 .
Noty-Pa3T fi
ty J.V00
Nctysy Public State of Kabsas
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LAW OFFICES
SNELBAKER&
BRENNEMAN, P.C. 6
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Commonwealth of Pennsylvania)
SS .
County of Cumberland )
On this the 4� day of /J6?y 2015, before me, a
Notary Public in and for said State af(nd County, the undersigned
officer, personally appeared Bradley Grissinger, known to me (or
satisfactorily proven) to be the persons 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 . f
COMMONWEALTH OF PENNSYLVANIA a
NOTARIAL SEAL Notary Public
Carrie DeHart,Notary Public
Silver Spring Twp.,Cumberland County
My Commission Expires Aug,7,2018
MEMBER. PENNSYLVANIA ASSOCIATION OF NOTARIES
LAW OFFICES
SNELBAKER&
BRENNEMAN, P.C. 7
ESTATE NO. 21-13-1192
FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED
DISTRIBUTION OF AND BY GREGORY GRISSINGER, EXECUTOR
OF THE ESTATE AND UNDER THE LAST WILL AND TESTAMENT
OF WINIFRED L. GRISSINGER, DECEASED, LATE OF BOROUGH OF
NEW CUMBERLAND, CUMBERLAND COUNTY, PENNSYLVANIA
regory Grissinger, Executor as aforesaid and Accountant herein,
avers as follows:
DATE OF DECEDENT'S DEATH: October 28, 2013
DATE LETTERS TESTAMENTARY ISSUED: November 8, 2013
DATES EXECUTOR NOTICE ADVERTISED:
Cumberland Law Journal November 22, 29, December 6, 2013
The Sentinel November 15, 22, 29, 2013
FIRST AND FINAL ACCOUNT
PERSONALTY-PRINCIPAL ACCOUNT
DEBITS
he Accountant charges himself with the receipt of the following items of
Decedent's Personalty valued as of the date of Decedent's death:
1. Member's 1st Federal Credit Union , savings account#525815-00 $ 3,005.42
2. Member's 1st Federal Credit Union, checking account#525815-11 600.00
3. U.S. Treasury, refund due the decedent on 2013 income tax 11.68
4. PA Department of Revenue, refund on Inheritance Tax 686.67
5. M&T Bank, balance from joint checking account#38792249 1,673.32
jointly held with Bradley Grissinger, Gregory Grissinger&the decedent
The following is a listing of transactions for this account from death of death
to close:
a. Date of death Balance 1,884.06
b. Payments to Boscov's credit card -210.73
c. Adjustment for accrued interest reported in -0.01
date of death value _
TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, DEBITS: $ 5,977.09
PERSONALTY-PRINCIPAL ACCOUNT
CREDITS
he Accountant claims credit for the payment of the following items from
Decedent's Personalty Account:
1. Check written from Member's 1 st checking prior to death which cleared $ 3,475.00
the bank on 10/29/13
2. County Meadows, nursing home care 50.48
3. Register of Wills, additional probate fee 125.00
LAW OFFICES 4. Gregory Grissinger, reimbursement for following expenses: 7,256.98
SNELBAKER& a. Funeral expenses 456.79
BRENNEMAN, P.C. b. U-haul rental to move household contents 75.00
c. Register of Wills, Agent, Inheritance Tax 6,500.00
Pagel
d. Repairs to the real estate 79.62
e. Bank of America, balance due on credit card 133.16
f. Verizon, cell phone service 12.41
5. Gregory Grissinger, payment of family exemption 3,500.00
6. Gregory Grissinger, executor's commission 8,400.00
7. Snelbaker& Brenneman, P.C., attorney services 2,480.00
8. Snelbaker& Brenneman, P.C., costs advanced: 514.28
a. Cumberland Law Journal, advertising Executrix notice 75.00
b. The Sentinel, advertising Executrix notice 210.78
c. Register of Wills, probate fees 228.50
TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, CREDITS: $ 25,801.74
PERSONALTY-INCOME ACCOUNT
DEBITS
The Accountant charges himself with the receipt of the following
income from the investment of Personalty Principal:
1. Member's 1st Federal Credit Union, interest $ 0.05
2. Member's 1st Federal Credit Union, interest on estate account 59.40
TOTAL, PERSONALTY, INCOME ACCOUNT, DEBITS: $ 59.45
PERSONALTY-INCOME ACCOUNT
CREDITS
The Accountant claims credit for the payment of the following items
from the Personalty Principal Account: $ NONE
TOTAL, PERSONALTY, INCOME ACCOUNT,CREDITS: $ NONE
REAL ESTATE -PRINCIPAL ACCOUNT
DEBITS
The Accountant charges himself with the receipt of Decedent's
Real Estate as follows:
1. Property known and numbered as 8 Ardmore Circle, New Cumberland, $ 166,013.89
PA, sale value
TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, DEBITS: $ 166,013.89
REAL ESTATE -PRINCIPAL ACCOUNT
CREDITS
The Accountant claims credit for the payment of the following
items from Real Estate Principal Account:
1. Settlement charges as follows for property located at $ 13,717.81
8 Ardmore Circle, New Cumberland, PA 17070:
a. Seller assistance 2,000.00
b. Sewer adjustment 161.51
c. Realtors commission 8,400.00
d. Title Services 5.00
e. Transfer taxes 1,650.00
f. Tax certification 10.00
LAW OMCES g. County/Borough taxes 1,031.30
SNELBAKER& h. Home warranty 460.00
BRENNEMAN. P.C. 2. Safeco, homeowners insurance 181.50
TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, CREDITS: $ 13,899.31
Page 2
REAL ESTATE-INCOME ACCOUNT
DEBITS
he Accountant charges himself with the receipt of the
income from the investment of Real Estate Principal Account: $ NONE
TOTAL, REAL ESTATE, INCOME ACCOUNT, DEBITS: $ NONE
REAL ESTATE-INCOME ACCOUNT
CREDITS
he Accountant claims credit for the payment of the following items
from the Real Estate Income Account: $ NONE
TOTAL, REAL ESTATE, INCOME ACCOUNT, CREDITS: $ NONE
LAW OFFICES
SNELBAKER&
BRENNEMAN, P.C.
Page 3
RECAPITULATION
ERSONALTY:
PRINCIPAL ACCOUNT:
Debits $ 5,977.09
Credits $ 25,801.74
Balance $ (19,824.65)
INCOME ACCOUNT:
Debits $ 59.45
Credits $ NONE
Balance $ 59.45
TOTAL PERSONALTY $ (19,765.20)
EAL ESTATE:
PRINCIPAL ACCOUNT:
Debits $ 166,013.89
Credits $ 13,899.31
Balance $ 152,114.58
INCOME ACCOUNT:
Debits $ NONE
Credits $ NONE
Balance $ NONE
TOTAL REAL ESTATE: 152,114.58
OTAL FOR DISTRIBUTION: $ 132,349.38
LAW OFFICES
SNELSAKER&
BRENNEMAN, P.C.
Page 4
STATEMENT OF PROPOSED DISTRIBUTION
Gregory Grissinger, Executor and Accountant herein, proposes to
stribute the balance of the Estate of Winifred L. Grissinger, Deceased, to wit:
32,349.38 in accordance with the Last Will and Testament of said Decedent
follows:
Gregory Grissinger $ 98,843.71
One-half of the closing balance of the Joint $ 836.66
Account held at M&T Bank
75%of residue as per Item IIIA of Will $ 98,007.05
Jamie Myers (formerly Jamie Yost) $ 32,669.01
25% of residue as per Item 1116 of Will $ 32,669.01
Bradley Grissinger $ 836.66
One-half of the closing balance of the Joint $ 836.66
Account held at M&T Bank
OTAL FOR DISTRIBUTION: $ 132,349.38
LAW OFFICES
SNELBAKER&
BRENNEMAN, P.C.
Page 5
STATE OF HAWAII
SS:
COUNTY OF 46 -p_,
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Gregory Grissinger, being duly sworn according to law deposes and says:
that he is the Executor of the Estate and under the Last Will and Testament of
Winifred L. Grissinger, Deceased, and the Accountant herein; that there are no
unpaid creditors or claimants of said Estate; that there are no persons
interested in the distribution of said Estate other than as stated in the foregoing
Statement of Proposed Distribution; and that the facts set forth in the foregoing
First and Final Account and Statement of Proposed Distribution are true and
correct to the best of his knowledge, information and belief.
Gregory Grissinger
Executor and Accountant
Sworn to and subscribed before me
'6-H_V
this �� day of 2015 =���,r��/G•,�AR�,•••�•AO��
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BRENNEMAN, P.C.
Page 6
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