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HomeMy WebLinkAbout07-25-06 IN RE: IN THE COURT OF COMMON PLEAS CUMBERLAND CO., PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF SHIRLEY L. FREEDMAN, DECEASED NO. 2005-00585 .~~, FAMILY SETTLEMENT AGREEMENT AND FINAL RELEASE IN ESTATE OF SHIRLEY L. FREEDMAN. DECEASED :") ;"'-,) '~:i KNOW ALL MEN BY THESE PRESENTS, that: WHEREAS, Shirley L. Freedman, late of Lower Allen Township, Camp Hill, Cumbe~nd ....)....1 County, Pennsylvania, died testate on May 13, 2005: WHEREAS, Letters Testamentary for the Estate of the Decedent were duly issued by Glenda Farner Strasbaugh, the Register of Wills of Cumberland County to the Executrix, Charlotte A. Vacondios on June 28, 2005; WHEREAS, Item IV of the Decedent's Last Will and Testament dated December 19, 1997, bequeathed a life estate in the real estate located at 212 South Locust Street, Camp Hill, Pennsylvania to the Decedent's friend, Charlotte A. Vacondios, conditioned upon Charlotte A. Vacondios making all mortgage payments and paying for real estate taxes, maintenance and insurance; WHEREAS, Item V of the Decedent's Last Will and Testament directed that if Charlotte A. Vacondios would move from the real estate or die, the real estate was to be sold and the proceeds divided in equal shares among the following surviving residuary beneficiaries: (1) Clarence L. Nicholson - brother-in-law; (2) Charlotte A. Vacondios - friend; (3) Steven A. Nicholson - nephew; (4) Valerie M. Nicholson - niece; and (5) Diane N. Baker - niece; WHEREAS, in order for the other four beneficiaries to presently realize their financial interest in the real estate, as opposed to waiting an indefinite time for Charlotte A. Vacondios' life estate to end, the aforementioned five beneficiaries entered into a Family Settlement Agreement Regarding the Decedent's Real Estate whereby title to the real estate was transferred to Charlotte A. Vacondios to allow Charlotte A. Vacondios to refinance and payoff the two outstanding Mortgages owed by the Decedent to PNC Mortgage Account No. 040-01008109172092 and HSBC Mortgage Account No. 9140361 and to permit Charlotte A. Vacondios to pay each of the other four beneficiaries $10,000.00 as their share to be realized from the real estate. Attached hereto and marked Exhibit "A" is a date-stamped copy of the Family Settlement Agreement Regarding the Decedent's Real Estate filed with the Clerk of the Orphans' Court on December 28, 2005; WHEREAS, Charlotte A. Vacondios distributed to each of the aforementioned four beneficiaries $10,000.00 per person in accordance with the terms of the Family Settlement Agreement Regarding the Decedent's Real Estate and each of the four beneficiaries acknowledged their receipt of the distributions as settlement for receiving their interest in the subject real estate presently, rather than waiting for Charlotte A. Vacondios' life estate to end. Attached hereto and marked Exhibit "B" are true and correct copies of the Acknowledgments of Distribution executed by each of the four beneficiaries; WHEREAS, the Executrix has gathered the remaining assets of the Estate of the Decedent and the assets consist of personal property with a total liquidation value of $21,589.11, as set forth in the Statement of Account which is attached hereto and marked Exhibit "C"; WHEREAS, the Executrix has paid the debts of the Estate in the amount of $30,405.12, as set forth in the Statement of Account; WHEREAS, there is a negative balance when comparing the Estate's personal property assets to the Estate's debts, which balance of monies owed was paid by Charlotte A. Vacondios and thus there are no other monies available for distribution to the residuary beneficiaries; NOW, THEREFORE, we, Charlotte A. Vacondios, Clarence L. Nicholson, Steven A. Nicholson, Valerie M. Nicholson and Diane M. Baker do hereby stipulate that in order to avoid the expense and time involved in the filing of a formal account, we agree that no formal account is necessary and that the terms of this Family Settlement Agreement and Final Release shall have the same force and effect as if the document had been filed and confirmed by the Orphans' Court Division of the Court of Cumberland County. THEREFORE, we do hereby release and forever discharge Charlotte A. Vacondios, the Executrix and Jill M. Wineka, Esquire and the law firm of Purcell, Krug & Haller, the Attorneys for the Estate, their assigns, executors and administrators, from all actions, suits, payments, accounts, and claims whatsoever, touching upon the Estate of the Decedent. The parties acknowledge that this Family Settlement Agreement and Final Release will be signed and notarized separately by each residuary beneficiary. The original signatures will be attached to the original Family Settlement Agreement and Final Release and filed of record with the Cumberland County Orphans' Court. IN WITNESS WHEREOF, I have set my hand and seal to the Family Settlement Agreement and Final Release on the date as indicated below. WITNESS: ~. 4~~:f- 4f~~ Clarence L. Nicholson Date: 6l/ fI /uolo COMMONWEALTH OF PENNSYLVANIA i J ss: COUNTY OF CljJJlf}.0V/CutC On this, the II day of \Ltt ~J ' 2006, before me, a Notary Public, the undersigned officer, personally appeared Clarence L. Nicholson, known to me (or satisfactorily proven) to be the person who name is subscribed to the within instrument, and acknowledged that he executed this Family Settlement Agreement and Final Release for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. ~lf1-ttJ Nota~ ubi c (SEAL) My Commission Expires: COMMONWEALTH OF PENNSYLVANIA Notarial Seal Cathy L. Youngblood, Notary Public Lemoyne Bore, Cumberland County My Commission Expires June 22,2010 Member. Pennsylvania Association of Notaries IN WITNESS WHEREOF, I have set my hand and seal to the Family Settlement Agreement and Final Release on the date as indicated below. WITNESS: ~fii O~~~~~d~ Charlotte A. Vacondlos Date: ?--~- c/? COMMONWEALTH OF PENNSYLVANIA COUNTY OF ~JjJ;aIf(CUJCJ ss: On this, the 07 day of ~ ' 2006, before me, a Notary Public, the undersigned officer, personally appeared Charlotte A. Vacondios, known to me (or satisfactorily proven) to be the person who name is subscribed to the within instrument, and acknowledged that she executed this Family Settlement Agreement and Final Release for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. - 'I Nota ' Pu IC (SEAL) My Commission Expires: COMMONWEALTH OF PENNSYLVANIA Notarial Seal Cathy L. Youngblood, Notary Public Lemoyne Boro. Cumberland County My CommiSSion Expires June 22, 2010 Member. Pennsylvania Association of Notaries IN WITNESS WHEREOF, I have set my hand and seal to the Family Settlement Agreement and Final Release on the date as indicated below. Date: l-/tJ ~op COMMONWEAL ~ OF PENNSYLVANIA COUNTYOF~~ 1l On this, the ~ day of ss: , 2006, before me, a Notary Public, the undersigned officer, pers nally appeared Steven A. Nicholson, known to me (or satisfactorily proven) to be the person who name is subscribed to the within instrument, and acknowledged that he executed this Family Settlement Agreement and Final Release for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. U-~L) My Commission Expires: COMMONWEALTH OF PENNSYLVANIA Notarial Seal Nancy Marie Stine, Notary Public Swatara Twp., Dauphin County . My CommiSSion Expires Apr. 16, 2009 Member. Penrlsvlvan,? Association of Notaries IN WITNESS WHEREOF, I have set my hand and seal to the Family Settlement Agreement and Final Release on the date as indicated below. 7~~ / t.-( )tliJ~ Y7J / L/)i(h/ViJ~wcJ Valerie M. Nicholson Date: 7-/.;J-oto COMMONWEALTH OF PENNSYLVANIA COUNTY OF (! ~ L ll~__ ss: loOn On this, the .J day of :Su ( ) , 2006, before me, a Notary Public, the undersigned officer, personally appeared Valerie M. Nicholson, known to me (or satisfactorily proven) to be the person who name is subscribed to the within instrument, and acknowledged that she executed this Family Settlement Agreement and Final Release for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. ..0 ~JR. JJC'/~ Notary Public v (SEAL) My Commission Expires: COMMONWEALTH OF PENNSYLVANIA NOTARIAL SEAL DONALD M. DiIANNI, Notary Public East Pike land Twp., Chester County My Commission Expires October 13, 2009 _"_'" W__~__'.". '._.. IN WITNESS WHEREOF, I have set my hand and seal to the Family Settlement Agreement and Final Release on the date as indicated below. WITNESS: ~~~ D Ill~J~ vf0' (~~.~__~ Diane M. Baker Date: , \ if 1"7\ O~ COMMONWEALTH OF PENNSYLVANIA COUNTYOF YORK. ss: On this, the I ];!~~y of J- "-I f Y / Public, the undersigned officer, personally appeared , 2006, before me, a Notary Diane M. Baker, known to me (or satisfactorily proven) to be the person who name is subscribed to the within instrument, and acknowledged that she executed this Family Settlement Agreement and Final Release for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. COMMONWEALTH OF PENNSYLVANIA Notarial Seal Patricia A. Gordon, Notary Public Fairview Twp., York County My Commission Expires July 31, 2009 Member, Pennsylvania Association 01 Notaries '~ \ ~.~ Notary Public (SEAL) My Commission Expires: 7 - 31-'07 (g@~W IN RE: IN THE COURT OF COMMON PLEAS CUMBERLAND CO., PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF SHIRLEY L. FREEDMAN, DECEASED NO. 2005-00585 FAMILY SETTLEMENT AGREEMENT REGARDING THE DECEDENT'S REAL ESTATE OF THE ESTATE OF SHIRLEY L. FREEDMAN. DECEASED KNOW ALL MEN BY THESE PRESENTS, that: WHEREAS, Shirley L. Freedman, late of, Lower Allen Township, Cumberland County, Pennsylvania, died testate on May 13, 2005; WHEREAS, Letters Testamentary on the Estate of the Decedent were issued by Glenda Farner Strasbaugh, the Register of Wills of Cumberland County to the Executrix, Charlotte A. Vacondios on June 28, 2005; WHEREAS, at the time of her death, the Decedent was the sole owner of real estate ("real estate") located at 212 South Locust Street, Camp Hill, Cumberland County, Pennsylvania 17011; WHEREAS, in the Decedent's Last Will and Testament dated December 19,1997, the Decedent bequeathed a life estate, in her real estate, to her friend, Charlotte A. Vacondios, conditioned upon Charlotte A. Vacondios making all mortgage payments and paying for all real estate taxes, maintenance and insurance on the real estate; WHEREAS, in the Decedent's Last Will and Testament, if Charlotte A. Vacondios would move from the real estate or die, the real estate was to be sold and the proceeds divided in equal shares among the following surviving beneficiaries: Clarence L. Nicholson -brother-in-law; i-~ 1) 2) 3) -~.~~ ,:....;.w: Charlotte A. Vacondios - friend; Steven A. Nicholson - nephew; !,-,-.." ~---. ~_.~. 4. Valerie M. Nicholson - niece; .l~;~'" c.:J -r-j - ::---) :...- ~~TI 5. Diane M. Baker - niece; ...",- G EXHIBIT "A" WHEREAS, all of the aforementioned beneficiaries have agreed that Charlotte A. Vacondios should receive title to the real estate in exchange for paying $10,000.00 to each of the other four beneficiaries; WHEREAS, in order for Charlotte A. Vacondios to obtain the funds necessary to pay the $10,000.00 to each of the four beneficiaries, she will have to obtain a Mortgage on the real estate; WHEREAS, the representative for the potential lender, Cody Financial, indicated that title should be deeded from the Estate's name into Charlotte A. Vacondios' name, so that the loan can be deemed a refinance loan; THEREFORE, owing to the requirements of Cody Financial, the other four beneficiaries agree that title can be transferred from the name of the Estate of Shirley L. Freedman to Charlotte A. Vacondios and in order to facilitate the refinancing loan and for Charlotte A. Vacondios to obtain the monies necessary to buyout the beneficiaries. Such agreement is conditioned that in the event Charlotte A. Vacondios is not granted a loan through Cody Financial, title to the real estate will be transferred back into the name of the Estate and any costs related to preparation or recording of the second Deed will be paid solely by Charlotte A. Vacondios. The parties acknowledge that this Family Settlement Agreement will be signed and notarized separately by each of the five beneficiaries. The original signatures will be attached to the original Family Settlement Agreement. IN WITNESS WHEREOF, I have set my hand and seal to the Family Settlement Agreement on the date as indicated below. w~z~ # / . Ir, ~~/- ~4~&~- Clarence L. Nicholson Date: /V - /1./ - C j-- COMMONWEALTH OF PENNSYLVANIA ss: COUNTY OF ~ On this, the ~ day of t2JEF-t ,W7 e:..tr/6 C~ , 2005, before me, a Notary Public, the undersigned officer, personally appeared Clarence L. Nicholson, known to me (or satisfactorily proven) to be the person who name is subscribed to the within instrument, and acknowledged that he executed this Family Settlement Agreement for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. ~~.-._-.- <.-.----_.-~'-- ,,....... -~..~~...,..~.... .. "! ~ /"" 'J .- '~U . Notary Public (SEAL) My Commission Expires: r " Nnfl-"H11~L :3S\L 'j CHAri';: CAul'I'!"l 'i,+W'1 Ml ""'-I- n. h. ,t..'ll; . \\'N,CO I, I lemoyne 130m. Cumberland <Gc~~' 1 M\' Commission Expires jure ,5. ' IN WITNESS WHEREOF, I have set my hand and seal to the Family Settlement Agreement on the date as indicated below. ,<'1 ,/ // //__ /'" ,,/ ) ..... ~-c".l~/~/:~ -;:?;f-aJ//7 ~~ Charlotte A. Vacolldios - Date: /?'l?j'-~~ COMMONWEALTH OF PENNSYLVANIA ss: COUNTY OF {";UMBtS ~ a ' ,/It' ~ - ~ On this, the /'1~ay of j ~:ee?,,;rU5.e:Z , 2005, before me, a Notary Public, the undersigned officer, personally appeared Charlotte A. Vacondios, known to me (or satisfactorily proven) to be the person who name is subscribed to the within instrument, and acknowledged that she executed this Family Settlement Agreement and Final Release for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. '~ /~. ~ .~ -/.? ,/,;f~C-7 Notary Public (SEAL) My Commission Expires: ----a-os=--"", ....,.:...;"-~..". ,..---:----,-.,--,,. 1,.---- "10- T^RIA~-~:::;'::f\L 1'.. .M. ~,; ,J_ ~.- I MICHAEL R. Ci\HANC!, Notary i Lemoyne Bow.... Cumberland GccmS( '. \ ~+,~~G~ai~~~iQl1 Expires June. !?'.2i' , IN WITNESS WHEREOF, I have set my hand and seal to the Family Settlement Agreement on the date as indicated below. -t~ ~ O~ ~71lf/dJL __/ Steven A. Nicholson WITNESS: Date: J:1 - I 5 - ;;( 00 S COMMONWEALTH OF PENNSYLVANIA ss: COUNTY OF DAUPHIN rJ.. " On this, the aaay of ~.L ('.Y./TrJ /~ ____..., 2005, before me, a Notary Public, the undersigned officer, personally appeared Steven A. Nicholson, known to me (or satisfactorily proven) to be the person who name is subscribed to the within instrument, and acknowledged that he executed this Family Settlement Agreement and Final Release for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. o ' ~ / ____n<-~~,c7~/ Nogary Public (SEAL) My Commission Expires: COMMONWEALTH OF PENNSYLVANIA Notarial Seal Nancy Marie StIne, Notary Public Swatara Twp., Dauphin County My CommiSSion Expires Apr. 16, 2009 Member, Pennsylvania Association of Notaries IN WITNESS WHEREOF, I have set my hand and seal to the Family Settlement Agreement and Final Release on the date as indicated below. WITNESS: ~{Uf)n uS 1{ w6k- ,/ . r'?l-/7' I ~ I '(/(Jj-1JliJ 'i" /. I Clid-d40fV Valerie M. Nicholson Date: We(! /5, z{)(J5 COMMONWEALTH OF PENNSYLVANIA COUNTY OF (! Iksn IL- : ss: 'rf-- On this, the ~ day of f) c: C c/111 i'!; 67~ , 2005, before me, a Notary Public, the undersigned officer, personally appeared Valerie M. Nicholson, known to me (or satisfactorily proven) to be the person who name is subscribed to the within instrument, and acknowledged that she executed this Family Settlement Agreement and Final Release for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. , ,.. //fh/"I' //. / .I.' !! ... I 'j y', ,lIlG{ lv/ /Zr. 4~z;vL- f ( Notary Public ( (SEAL) Notarial Seal Debotah M. Dundon, Notary Public Phoenixville Born, Chester County My Commission Expires Mer. 24, 2007 IN WITNESS WHEREOF, I have set my hand and seal to the Family Settlement Agreement on the date as indicated below. WITNESS: /J 7 ~~ ;}~~, J'j~ Diane M. Baker Date: I:J.//ft / oj COMMONWEALTH OF PENNSYLVANIA COUNTY OF 'Yo f-V( On this, the f ~ { ~~y of J> Cct--,O f:.IL ss: , 2005, before me, a Notary Public, the undersigned officer, personally appeared Diane M. Baker, known to me (or satisfactorily proven) to be the person who name is subscribed to the within instrument, and acknowledged that she executed this Family Settlement Agreement and Final Release for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. COMMONWEALTH Of PENNSYLVANIA ~ _. ~---" Notarl31 Seal Notary Public Patricia A. Gordon, Notary pubrlC Fairvieo.... Twp., York County My Commission Expires July.31, 2009 Member, Pennsylvania Association 01 Notaries (SEAL) My Commission Expires: 7 -J (- 051 ~ IN RE: IN THE COURT OF COMMON PLEAS CUMBERLAND CO., PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF SHIRLEY L. FREEDMAN, Deceased NO. 2005-00585 ACKNOWLEDGMENT OF DISTRIBUTION KNOW ALL MEN, BY THESE PRESENTS, that the undersigned does hereby acknowledge that he has received from Charlotte A. Vacondios, Executrix for the Estate of Shirley L. Freedman, the sum of TEN THOUSAND ($10,000.00) DOLLARS as a distribution of the sums of money owed to him in payment of his one-fifth interest in the real estate located at 212 South Locust Street, Camp Hill, Pennsylvania 17011 and as payment in accordance with the beneficiaries' Family Settlement Agreement Regarding the Decedent's Real Estate filed on December 28, 2005 with the Register of Wills of Cumberland County. The acknowledgment of the distribution of Ten Thousand ($10,000.00) Dollars is made without prejudice and in no way waives any objections Clarence L. Nicholson may wish to later assert against the administration of the Estate of Shirley L. Freedman. IN WITNESS WHEREOF, does hereunto set her hand and seal the day of ,2006. ?4:~-r~.e- 'f- flt?-I~rr../ / - /9 - 06 Clarence L. Nicholson ( estates\freedman\acknowledgment) EXHIBIT "B" ~"""~,. ... .~- , ~ IN RE: IN THE COURT OF COMMON PLEAS CUMBERLAND CO., PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF SHIRLEY L. FREEDMAN, Deceased NO. 2005-00585 ACKNOWLEDGMENT OF DISTRIBUTION KNOW ALL MEN, BY THESE PRESENTS, that the undersigned does hereby acknowledge that he has received from Charlotte A. Vacondios, Executrix for the Estate of Shirley L. Freedman, the sum of TEN THOUSAND ($10,000.00) DOLLARS as a distribution of the sums of money owed to him in payment of his one-fifth interest in the real estate located at 212 South Locust Street, Camp Hill, Pennsylvania 17011 and as payment in accordance with the beneficiaries' Family Settlement Agreement Regarding the Decedent's Real Estate filed on December 28, 2005 with the Register of Wills of Cumberland County. The acknowledgment of the distribution of Ten Thousand ($10,000.00) Dollars is made without prejudice and in no way waives any objections Steven A. Nicholson may wish to later assert against the administration of the Estate of Shirley L. Freedman. )N WITNESS WHER~ '71 1>-1;; .~,~..rJoes hereunto set her hand and seal the ~ ~ daYOf~H"'d' ,2006. / " 7 ~;t/- '-7s even A. Nicholson ( estates\freedman\acknowledgment) du~ ~~L ~. ;;(L(;ftJ'U de 19'-m.OIOO(; ~'1vy };.~c1Jt' COMMO~AL TH OF PENNSY~VANIA Notarial Seal Nancy Marie Stine, Notary Public Swata~a Twp., Dauphin County My CommiSSIOn Expires Apr. 16,2009 Member, Pennsyivania Association of Notaries IN RE: ESTATE OF SHIRLEY L. FREEDMAN, IN THE COURT OF COMMON PLEAS CUMBERLAND CO., PENNSYLVANIA ORPHANS' COURT DIVISION Deceased NO. 2005-00585 ACKNOWLEDGMENT OF DISTRIBUTION KNOW ALL MEN, BY THESE PRESENTS, that the undersigned does hereby acknowledge that she has received from Charlotte A. Vacondios, Executrix for the Estate of Shirley L. Freedman, the sum of TEN THOUSAND ($10,000.00) DOLLARS as a distribution of the sums of money owed to her in payment of her one-fifth interest in the real estate located at 212 South Locust Street, Camp Hill, Pennsylvania 17011 and as payment in accordance with the beneficiaries' Family Settlement Agreement Regarding the Decedent's Real Estate filed on December 28, 2005 with the Register of Wills of Cumberland County. The acknowledgment of the distribution of Ten Thousand ($10,000.00) Dollars is made without prejudice and in no way waives any objections Valerie M. Nicholson may wish to later assert against the administration of the Estate of Shirley L. Freedman. ~ IN WITNESS WHEREOF, \ Q~V1PJ daYOf~ ,2~06 . . '8) does hereunto set her hand and seal the J ~ - ..:::::-!!i",(\,V'!iAL TH OF PENNSYLVANIA Notarial Seal -:,\ Taylor, Notary Public LilTI?rick Twp" l\40ntgomery County M\ '(~~~~i~SIOl1 Expires Oct 1. 2008 '''.'00'' q.~,-; ." .,,<.i8~ssociation Of Notaries '1/rJ. L I /r /'t Wl L(] ,('JIM J j)?\,j Valerie M. Nicholson ( estates\freedman\acknowledgment) IN RE: IN THE COURT OF COMMON PLEAS CUMBERLAND CO., PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF SHIRLEY L. FREEDMAN, Deceased NO. 2005-00585 ACKNOWLEDGMENT OF DISTRIBUTION KNOW ALL MEN, BY THESE PRESENTS, that the undersigned does hereby acknowledge that she has received from Charlotte A. Vacondios, Executrix for the Estate of Shirley L. Freedman, the sum of TEN THOUSAND ($10,000.00) DOLLARS as a distribution of the sums of money owed to her in payment of her one-fifth interest in the real estate located at 212 South Locust Street, Camp Hill, Pennsylvania 17011 and as payment in accordance with the beneficiaries' Family Settlement Agreement Regarding the Decedent's Real Estate filed on December 28, 2005 with the Register of Wills of Cumberland County. The acknowledgment of the distribution of Ten Thousand ($10,000.00) Dollars is made without prejudice and in no way waives any objections Diane M. Baker may wish to later assert against the administration of the Estate of Shirley L. Freedman. ,A IN WITNESS WHEREOF, j!) j.AI~ JAf1,1 })QJ..r- day of 1{Y'-..v4v.;r ,2006. <I G does hereunto set her hand and seal the .J.i:. 1'", -1l~~. bc~~ Diane M. Baker ( estates\freedman\acknowledgment) STATEMENT OF ACCOUNT ASSETS: PNC Bank, Checking Acct. No. 5140079876; PA State Employees Credit Union, Savings Acct. No. 0210266726 S01; and PA State Employees Credit Union, Checking Acct. No. 0210266726 S04 (liquidated values of accounts) Proceeds from Phoenix, Acct No. 600050518 HSBC Mortgage Corporation - escrow refund Phoenix - replacements for uncashed checks State Employees' Retirement System - final pension check Nationwide Life Insurance - insurance proceeds payable to Estate TOTAL ASSETS DEBTS: Myers Funeral Home - funeral bill Blair - clothing bill Verizon - phone services PP&L - electric services PA Inheritance Taxes - estimate made within three months of Decedent's death to save five (5%) percent of inheritance taxes Recorder of Deeds - real estate transfer taxes Recorder of Deeds - fee to record Executrix' Deed Evans Cemetery Memorials - gravemarker Post-funeral luncheon and Pastor services Register of Wills - probate fees, short certs, JCP fee, automation fee The Sentinel - advertising of Estate EXHIBIT "C" 17,149.62 2,738.17 98.27 20.04 296.35 1 ,286.66 $21.589.11 8,327.00 91.61 22.19 58.55 8,000.00 1 ,810.40 39.50 1,494.00 500.00 322.00 158.81 . .. Cumberland Law Journal - advertising of Estate Premier Abstract Limited, LLC - fee to obtain copy of Decedent's Deed Robert R. Jones & Associates - real estate appraisal Vital Records - death certificates for Decedent's relatives needed to obtain life insurance payable to Estate Register of Wills - fee to file Family Settlement Agreement Regarding Real Estate Register of Wills - fee to file Inventory Register of Wills - fee to file PA Inheritance Tax Return Register of Wills - fee to file Family Settlement Agreement and Final Release PA Inheritance Taxes - remaining inheritance taxes owed to PA Department of Revenue Purcell, Krug & Haller - attorney's services from 6/22/05 through 2/3/06 Purcell, Krug & Haller - attorney's services from 2/4/06 through 6/22/06 TOTAL DEBTS 75.00 22.50 300.00 18.00 20.00 15.00 15.00 20.00 4,695.56 3,600.00 800.00 $30.405.12