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HomeMy WebLinkAbout09-12-06 REGISTER OF WILLS OF CUMBERLAND COUNTY STATUS REPORT UNDER RULE 6.12 (For Resident Decedents Dying After July 1, 1992) Name of Decedent: GEORGIE R. BARRETT Date of Death: June 17,2005 Social Security No. : 174-05-1974 File No. : 21-05-0584 r'-..) Pursuant to Rule 6.12 ofthe Supreme Court Orphans' Court Rules, I report the following with ~f)pect to completion of the administration of the above-captioned estate: - (~) .' " 1. State whether administration of the estate is complete: Yes x No C0 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 thefollowing: a. Did the personal representative file afinal account with the Court? Yes No x 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 x No Date: d. Copies of receipts, releases, joinders and approvals offormal or informal accounts may be filed with the Cler.k of the Orphans I Court and may be attached to this report. September 12, 2006 Signature: ~\l j -- Name: Ivo V. Otto III, Esquire Address: MARTSON DEARDORFF WILLIAMS & OTTO Ten East High Street Carlisle, P A 17013 (717) 243-3341 Counsel for personal representative F\FILES\DAT AFILE\EST A TES\7284I.srep ~ F \FILESIDAT AFILEIEST A TESI7c84I rdeasereSlduary ESTATE OF GEORGIE R. BARRETT CUMBERLAND COUNTY FILE NO. 21-05-0584 RECEIPT, RELEASE AND REFUNDING AGREEMENT KNOW ALL MEN BY THESE PRESENTS that I, Marjorie B. Dutrey, one ofthe residuary legatees under the Last Will and Testament of Georgie R. Barrett, late of Carlisle, Cumberland County, Pennsylvania, deceased, do hereby acknowledge upon receipt from Marjorie B. Dutrey, Executrix, of my one-half(l/2) share of estate residue, in accordance with the Statement of Account attached, a total distribution of Fourteen Thousand Six Hundred Eighty-six and 77/1 00 Dollars ($14,686.77), in full satisfaction and payment of my residuary legacy under the terms of said Last Will and Testament. AND, THEREFORE, I, the said Marjorie B. Dutrey, do by these presents remise, release, quit-claim, and forever discharge the Executrix aforesaid, her heirs, executors and administrators, of and from the aforesaid legacy, and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatever, from the beginning of the world to the day of the date of these presents. AND, THEREFORE, desiring to avoid the delay and expense ofthe settlement of said Estate by filing an Account of said administration in the Office of the Clerk ofthe Orphans' Court of said County, and by having the balance in the hands of the Executrix as shown by said Account distributed by the Court of Common Pleas of Cumberland County, Orphans' Court Division, I do hereby agree that the foregoing statement concerning the matter of settlement may be recorded with the same effect upon me as if the same had been reported upon by said Court, and a decree of distribution made on such report by the said Court of Common Pleas, Orphans' Court Division. AND, THEREFORE, in consideration of the aforesaid settlement being made without the aid of such Court of Common Pleas - Orphans' Court Division, I, the said Marjorie B. Dutrey, do hereby agree that if any debts or demands other than those included in the Statement of Account of the said Marjorie B. Dutrey, Executrix ofthe Estate of Georgie R. Barrett, Deceased, as hereinbefore set fOlih, shall be hereafter recovered against the Estate of said decedent and be legally payable out ofthe same, to the extent of said distribution, I will return to the said Executrix such amount thereof as may be necessary to pay such debts or demands. AND I hereby consent and agree that the Orphans' Court of Cumberland County may discharge the said Executrix upon application, without further notice to me. '('_('~ )IN(.,~IT~~~~( WHEREOF, I have hereunto set my hand and seal this '. 2.'\ .c._ .... day of Witness: ,//, r~tl '<"_ I ; -"", '~f' j_ ....... r" COMMONWEALTH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) l On this, the'::"<"> " day of l\ . <. C <, ,ct,,,,c , ,J~ f ), before me, a Notary Public, personally appeared Marjorie B. Dutrey, known to me to be the person whose name is subscribed to the within instrument and acknowledged that she executed same for the purposes therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and official seal. (~_/. ,_ "<"..~. t.>' / j;' ^ r._){ ~. I Notary Public F \FILES\DA T AFILE\EST A TES\7284 l.re1ease residuary ESTATE OF GEORGIE R. BARRETT CUMBERLAND COUNTY FILE NO. 21-05-0584 RECEIPT, RELEASE AND REFUNDING AGREEMENT KNOW ALL MEN BY THESE PRESENTS that I, Steven W. Barrett, one of the residuary legatees under the Last Will and Testament of Georgie R. Barrett, late of Carlisle, Cumberland County, Pennsylvania, deceased, do hereby acknowledge upon receipt from Marjorie B. Dutrey, Executrix, of my one-fourth (114) share of estate residue, in accordance with the Statement of Account attached, a total distribution of Seven Thousand Three Hundred Forty-three and 39/1 00 Dollars ($7,343.39), in full satisfaction and payment of my residuary legacy under the terms of said Last Will and Testament. ANTI, THEREFORE, I, the said Steven W. Barrett, do by these presents remise, release, quit- claim, and forever discharge the Executrix aforesaid, her heirs, executors and administrators, of and from the aforesaid legacy, and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatever, from the beginning of the world to the day of the date of these presents. AND, THEREFORE, desiring to avoid the delay and expense ofthe settlement of said Estate by filing an Account of said administration in the Office of the Clerk of the Orphans' Court of said County, and by having the balance in the hands of the Executrix as shown by said Account distributed by the Court of Common Pleas of Cumberland County, Orphans' Court Division, I do hereby agree that the foregoing statement concerning the matter of settlement may be recorded with the same effect upon me as if the same had been reported upon by said Court, and a decree of distribution made on such report by the said Court of Common Pleas, Orphans' Court Division. AND, THEREFORE, in consideration of the aforesaid settlement being made without the aid of such Court of Common Pleas - Orphans' Court Division, I, the said Steven W. Barrett, do hereby agree that if any debts or demands other than those included in the Statement of Account of the said Marjorie B. Dutrey, Executrix ofthe Estate of Georgie R. Barrett, Deceased, as hereinbefore set forth, shall be hereafter recovered against the Estate of said decedent and be legally payable out of the same, to the extent of said distribution, I will return to the said Executrix such amount thereof as may be necessary to pay such debts or demands. AND I hereby consent and agree that the Orphans' Court of Cumberland County may discharge the said Executrix upon application, without further notice to me. IN WITNESS WHEREOF, I have hereunto set my hand and seal this Dc.~~-b,,-l2. ;;'&65"' . I{"davof yf~~/~ S~J7] Steven W. Barrett fr Witness: COMMONWEALTH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) On this, the !J.;1t'--day of ~. (, 11A.{'C: <.. ,2.. (:'..-, before me, a Notary Public, personally appeared Steven W. Barrett, known to me to be the person whose name is subscribed to the within instrument and acknowledged that he executed same for the purposes therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and official seal. ,. / i _ '~>7' " J ( '. (..> L /t ~. /u:.::x:' ll-~ if. t .,1. ~ Notary Public . / NOTARIAL SEAL CORRINE L. MYERS, NOTARY PUBLIC CARLISLE BORG ce,: :NTY OF CUMBERLAND MY COMMlssq:;", ,.,,~cr-S MAyn, 2007 F\F1LES\DA T AFILE\EST A TES\7284 lrelease.resrduo,.y ESTATE OF GEORGIE R. BARRETT CUMBERLAND COUNTY FILE NO. 21-05-0584 RECEIPT, RELEASE AND REFUNDING AGREEMENT KNOW ALL MEN BY THESE PRESENTS that I, Sue Ann B. Greco, one of the residuary legatees under the Last Will and Testament of Georgie R. Barrett, late of Carlisle, Cumberland County, Pennsylvania, deceased, do hereby acknowledge upon receipt from Marjorie B. Dutrey, Executrix, of my one-fourth (1/4) share of estate residue, in accordance with the Statement of Account attached, a total distribution of Seven Thousand Three Hundred Forty-three and 39/100 Dollars ($7,343.39), in full satisfaction and payment of my residuary legacy under the terms of said Last Will and Testament. AND, THEREFORE, I, the said Sue Ann B. Greco, do by these presents remise, release, quit- claim, and forever discharge the Executrix aforesaid, her heirs, executors and administrators, of and from the aforesaid legacy, and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatever, from the beginning of the world to the day of the date of these presents. AND, THEREFORE, desiring to avoid the delay and expense ofthe settlement of said Estate by filing an Account of said administration in the Office of the Clerk ofthe Orphans' Court of said County, and by having the balance in the hands of the Executrix as shown by said Account distributed by the Court of Common Pleas of Cumberland County, Orphans' Court Division, I do hereby agree that the foregoing statement concerning the matter of settlement may be recorded with the same effect upon me as if the same had been reported upon by said Court, and a decree of distribution made on such report by the said Court of Common Pleas, Orphans' Court Division. AND, THEREFORE, in consideration of the aforesaid settlement being made without the aid of such Court of Common Pleas - Orphans' Court Division, I, the said Sue Ann B. Greco, do hereby agree that if any debts or demands other than those included in the Statement of Account of the said Marjorie B. Dutrey, Executrix ofthe Estate of Georgie R. Barrett, Deceased, as hereinbefore set forth, shall be hereafter recovered against the Estate of said decedent and be legally payable out oft!le same, to the extent of said distribution, I will return to the said Executrix such amount thereof as may be necessary to pay such debts or demands. AND I hereby consent and agree that the Orphans' Court of Cumberland County may discharge the said Executrix upon application, without further notice to me. IN WITNESS WHEREOF, I have hereunto set my hand and seal this /(/!I"'/(;"dayof Witness: ,y:. '. (Z/1:'vr.. L: j;~. _, .~ - ~/. t<)~Q"_LC-,,; Sue Ann B. Greco "'{\'" '. \ }.../~ ~ 1,..1 .....~ ,.1 /; (~,--.1' </", .) X- I.) COUNTY OF mlN} f?()/lJU '/ ) : SS. ) - -:';U,[:'-,i1l);'{/.Ei\L ili 'Jr: C( ,\. "'SYl 'AN'A I ' ------"., '. . I - .." It i I Notana; Seal --I I .~ Diane M, (;c'.t<i."&Sf. '1<,tary rV.Aic;j' ;~eltenh~ T,."),, M.:iI'\JO/TO'E:1Iy WJnty L_"::-~~:Ti,~:2<>-~ S~pjr9[ /~, 29, 2)..'l8 --':f'~r>:1' ~I:.,' '-~'~.~~N'Jt;Uh:~8 COMMONWEALTH OF PENNSYLVANIA On this, the /6' day of fte ~ mb V ,eJ~.t;{, before me, a Notary Public, personally appeared Sue Ann B. Greco, known to me to be the person whose name is subscribed to the within instrument and acknowledged that she executed same for the purposes therein contained. IN WITNESS WHEREOF, I have hereuntoZ~ o~ Notary Public EST ATE OF GEORGIE R. BARRETT CUMBERLAJ\iTI COUNTY FILE NO. 21-05-0584 RELEASE KNOW ALL MEN BY THESE PRESENTS that I, John W. Dutrey, one ofthe legatees under the Last Will and Testament of Georgie R. Barrett, late of Carlisle, Cumberland County, Pennsylvania, deceased, do hereby acknowledge receipt from Marjorie B. Dutrey, Executrix, of the following: AT&T and spin-off stocks as listed on September 30, 2005, Legg Mason statement attached hereto, together with dividends and interest thereon, in full satisfaction and payment of my specific legacy under the terms of said Last Will and Testament and Codicil thereto. AND, THEREFORE, I, the said John W. Dutrey, do by these presents remise, release, quit- claim, and forever discharge the said Executrix aforesaid, her heirs, executors and administrators, of and from the aforesaid specific legacy, and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatever, from the beginning of the world to the day of the date of these presents. AND I hereby consent and agree that the Orphans' Court of Cumberland County may discharge the said Executrix upon application, without further notice to me. IN WITNESS WHEREOF, I have hereunto set !Uyhand and seal this \ day of Witness: ~' :i . "( " ; " " , ' ii' I ..' V '- .! /~ ,,/ V .J V J ohnW. Duke)' ,), "" e, r' " i i .~ L..t: Lt..~--(..(.L_ )y? J)LL' U /:2 /-::, /t/) /. >-to;", / . ~.. L C:L.'ll.c"u n"---_ ~"l ( )-/ ESTATE OF GEORGIE R. BARRETT CUMBERLAND COUNTY FILE NO. 21-05-584 RELEASE KNOW ALL MEN BY THESE PRESENTS that I, MARY ANN THEWLIS, one of the legatees under the Last Will and Testament of Georgie R. Barrett, late of Carlisle, Cumberland County, Pennsylvania, deceased, do hereby acknowledge receipt from Marjorie B. Dutrey, Executrix, of the sum of Five Thousand Dollars ($5,000.00), in full satisfaction and payment of my specific legacy under the terms of said Last Will and Testament. AND, THEREFORE, I, the said Mary Ann Thewlis, do by these presents remise, release, quit-claim, and forever discharge the said Executrix aforesaid, her heirs, executors and administrators, of and fi-om the aforesaid specific legacy, and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatever, from the beginning of the world to the day of the date ofthese presents. AND I hereby consent and agree that the Orphans' Court of Cumberland County may discharge the said Executrix upon application, without further notice to me. 11,,- .1 IN WITNESS WHEREOF, I have hereunto set my hand and seal this ,:;<& day of ,Ait'~vrvv?"c/L/ , L~O(J-t). Witness: /17 ~ ~uJJo Mary ~hewlis