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Home My WebLink About11-22-06 - Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF Cumberland COUNTY, PENNSYLVANIA Name of Decedent: Margaret H Grenkevich Date of Death: March 17 2006 File Number: 21-06-0407 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: . . . . . . . . . . . . . . . . . . " (ZIYes D No 2. lfthe answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. lfthe answer to No.1 is YES, state the following: a. Did the personal representative file a final account with the Court? . . . . . .. DYes IZINo 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? ............................... !Z1Yes [JNo 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 November 202006 ----~~ Capacity: [JPersonal Representative IZICounsel James A Miller Esquire Name of Person Filing this Form Vd ''08 aNf1838V~m Itlnoo S.N\fHdHO :10 >i8310 C2 :E Wd 22 ^ON 9002 2157 Market Street Address Camp Hill PA 17011 (717) 737 6400 Telephone (T! .J! _,"j -r"'Ir" I L '.- -'F6";"RW~~: ~v:,un3.f)~:J ~- .- . ...- - -.' . -. '-" . . .... '" . ,--,.. .... ... .. ....- - -- ,." -'.'" . .M.:lLEia.[IPSITT.ILC .... ,........ ..,........ .............':.,:: .:..... . ......_.....___ .." .___. -,...-<0-,," .' ,.. · :2151MarketStte~t< Citn~p '.am, P4 17U11 '. ..' :. . .'7l1'.,73.1;..~t)Q Fa,,;1l7...131":'sgSS': · " ~4'-aatl~w.cb:tri James A Miller, Esquire Attorneys for Deceased INRE: ESTATE OF Margaret H Grenkevich, DECEASED IN THE COURT OF COMMON PLEAS Cumberland COUNTY Orphans' Court Division NO. 2006-00407 P A No 21-06-0407 ESTATE SETTLEMENT AGREEMENT AND RELEASE -- /' TIllS AGREEMENT, executed this ~ day of August 2006 by and between Vincent Grenkevich, individually and as Executor of the Estate of Margaret H Grenkevich, Deceased, Richard Grenekvich and Patricia Harris, individually and collectively being all the (testamentaIy) heirs of Margaret H Grenkevich. WITNESSETH: WHEREAS, Margaret H Grenkevich, died March 17 2006 and Letters Testamentary were granted on May 11 2006 to Vincent Grenkevich, Executor; and WHEREAS, the Executor has proceeded with the administration of said estate and has prepared his accounting in the nature of a statement of receipts and disbursements. A true and correct copy thereof is attached hereto and made a part hereof, marked "Exhibit A"; and WHERFAS, the pnties hereto desire 1hat the ExmItor shall not be required to file an accounting with the Orphans' Court of Cumberland County and the net proceeds of the estate shall be distributed withoutthe necessityoffiling a fonnal acrount NOW, THEREFORE, the parties hereto, intending to be legally bound hereby, mutually agree as follows: 1. The parties hereto, and each of them, agree and acknowledge that they have fully and carefully examined the statement of receipts and disbursements and schedule of distribution relating thereto and the Executor fee of 5% of the Estate value, and find the receipts, disbursements and schedule to be true and correct, and acceptable to the parties hereto and each of them, and further, that each has received a copy of this Agreement. 2. The parties do release, remise, and forever discharge the Estate of Margaret H Grenkevich, Deceased, and Vmcent Grenkevich, Executor, of and from all manner of acts suits, claims/ accounts, ac'countings, debts, dues and demands whatsoever which they or their legal representatives or assigns may at any time hereafter have, against the Executor, the said estate or the assets thereof, from, for, touching or concerning any of the assets and --- property of the said estate and/or any claim or interest thereto or herein, and the administration, management, collection, sales or distribution of any of the said assets and for or on account of any money, interest, income, assets or proceeds out of the same, from the time of the death of said decedent to and including the date of this Agreement and release. 3. This instrument is a full and final Estate Settlement Agreement by and among the parties hereto, both fiduciaries and individuals, all of the same having arrived at, concluded and executed after a full and complete disclosure of the assets of the said estate and the rights of the . parties herein, and all of the parties hereto and each of them agree to abide bythetenns hereof 4. The parties agree that they will and at all times in the future and whenever necessary, appropriate or convenient make, execute, and deliver to the said Executor and/or other parties or persons, any and all instruments, documents, conveyances, deeds, releases or other instruments at anytime necessary or convenient to carry out the inten~on of this Agreement and/or to permit, assist and enable the Executor to :fulfill his duties with reference to said estate and all of the assets thereof. 5. This Agreement constitutes the entire understanding among the parties and each of them acknowledges that no representations or statements of any kind, written or oral, have been made to them or any of them prior hereto by the Executor or by any other person or party upon their behalf 6. The parties further specifically agree that nothing in this Agreement shall be constmed as an acceptance by them of any asset not accounted for in the Schedule of Distribution or any asset discovered after the date hereof, said assets to be divided equally among all beneficiaries. The parties further agree to reimburse the Estate an equal pro-rata .share of anyvalid claims, bills or other assessments received and payable after the date heroot: 7. This Agreement shall inure to the benefit of and shall be binding upon the parties hereto, and each of them, their heirs, executors, administrators and assigns. IN WITNFSS WHEREOF, the parties have hereunto set their respective hands and seals the day and year first above mentioned. / ~~ // ~~~ Vincent Grenkevich, individually and as Executor of the Estate of Margaret H Grenkevich, Deceased, ~dJ/k/dd Richard Grenekvich 1?J;w.~~ ;jQA~ Patricia Harris ,". ..;", . "..;'; ".;:.'-: ..:.;:-. ~:{.',:' - "" '/:'. ...::' '~-,: l:' ::.., :." .~. .:; ."..','", ,,~, ~ ." ., .. " " :." .'.. " , ).J"",':':;'~::rE~I~iT <A '" STATEMENT OF ACCOUNT ESTATE OF MARGARET H. GRENKEVICH DATE OF DEATH: LETIERS GRANTED: March 17, 2006 May 11,2006 1. ASSETS: VALUE/AMOUNT 'A. Real Estate: 540 North Enola Drive, Enola, P A 17025 $114,900.00 B. Personal Property: ~ 1. Financial Accounts: a) M & T Market Advantage - Acct. No.15004211804255 Date of Death $30,250.76 b) M & T Checking - Acct. No. 950271293 TOTAL ASSETS: 2,015.00 $147.165.76 II. DEBTSIDISBURSEMENTS: Item Amount 1. Register of Wills, Cumberland County - Probate Fees " ,,"J:;j~";;'L6gafAdv~rtismg':Patri~fN~~~";':;':';' " ,,',' ',"':. ' - . _';_:,:~~.~' <<.:..~~ :"~";"'''-:--'':'.' :',;'M' ':, .:~>'J/,.',:'.- , <.-;.~."_":- :<;:~.):., "-.'1, -.....~.\,.;::::)..~-..<.'~f::~'.:.'~~:.>:,{ '-i.:::<:-,:~.,\:~:~~ \'::. >'~, <;':::. . . ,. ..' 3. 'Legal Adv~itising ~ Cumbedand Law , JoUrnal ,,' :', 310.00 · i 87.02" . .. .:: ~,;:. ". \, ; 'J' ; :~ '';'';.~ "" '~'. ',' ,I 75.00 . . .' 4: Miii~~ 'Li~sitt - Attorney Fees (;!%~~;~~~'~~;~ts) " . 't." .' . ''''. ,,::'~.._.:.- , . ~::";~:~~g~~iu:~~i:,t1~~~~?e~,,~1i_~,:~,;,; 7,358.28 '7)358~~8" .. ',"" ','~" '> '5'.:YSf'~l1i 'Gretikevich~E~e-cu~C:rFee't5%dtgri;~s~~s'6tsY<' :' ,': ,:~-1;,.~:~1~~1;'~~:'\;'~"i~;;:~:~' .'" :-..: \. ,;' '_:.- ~:;. .:~~:r~~- -" t.~'.~~"~7;;-""::-::';'~~:"~,,,,~,:;.,,":,~::::,..;~,:~.~.~: ~~~":'"~~':~'~~':"i,;~:;- .~ 4 ..~~~i;f -j~;i:; ~~: .:~-:!,f:'7-: :;_~~~~~..';'~-'t:'-~.~:: :... :~: ~X!:).?,'--:~f::rJ;~fb4t~~i-~\ '~jl:A:.:~'~",:;~.::.';' : .:--. ".:~~_ ,~~.'.~.,;~:' ;~.' .~.':-"'?; ~.~:~~;~;~~?:..; ;-.;:~~:~\....~.~ ~.~~.~t.~:t:~~:.~;i'~<:..""~ .:M~__" ,~'~'~f-';~;.~~1'~M::;"t'r'~~~~:~Fb':if{~~)\'i~,~:~~:;~~1it',;tJ::1>"~~'.i~:r;:t~~1:!b\~~~';'~*:~tjf~-';'/fj;'~'~~J~~:'~i;::~~;~lttf*~;~~~.Jf"~if:j~t-~;t~~~~~~.~~::~)(,~:tS~~{~~fi"''i~~~f!~:~~'~,..:.':' ':: '~..:':'<": ',;.".: ' -f' " '-J/:::',' , ' " - .',~". ; ',' . ;~'; ;':: . ' . . \,-~~::,~,~:,~"';/~:?~"':.~~,~: ,:,':.: :,':>:_~;., ::':',,: .; '~;:l_;, ,.~, "i..., ..;~ .d ~. /:""!'-~ ~':~~: ;: .,f:;':_., ~ . 'j ',.: .t :,~ ': -,;. .": <.t":,~:):,:"Iti:.:..... ./~ .' 7. PPL - electric bill 83.36 8. UOI - gas bill 149.42 9. Manor Care - medical care bill 54.00 10. Pealers Flowers - funeral flowers 93.23 11. East Pennsboro Township - sewer bill 115.00 12. Moffit Health & Vascular - medical bill 1.17 13. Purchases - house 47.66 14. BJ's - house repair 43.50 15. Eat n' Park - beneficiary dinner/meeting 49.22 ) 0'" 16. Gelco - carpet cleanin 160.00 17. Crop Bros, Inc. - house work 117.95 18. Cleaning System - house work 100.00 19. Pa.WC - house water 46.61 20. Merrill B - trash bill 90.00 21. UOI - furnace inspection 121.90 22. Comcast - cable bill 55.76 ., 23.A.dj - b".~lanc~/re~"" ~m.ci1e" adjustment . ;.\ ".: -,.::,.':' ' "..:."."",,:. . '":' 26.97 ,. 24.Ackerman_~~i1ders 7:water heater 118.00 25. Closing Costs - sale of 450 N. Enola Drive (HOO-l Settlement Statement attached) 7,960.50 ~. . . . . 26. P~nnsylv~iaDepartme~t of Revenue - Inh~ritance Tax ~ . -";.i..., _' _ ~ . . " . , ,'. ~ \'; 5.600.00 "~~"$36.345.0~r.-.. '.' -. .' . .'.. TpT b:Ll)$i.ltStPI.~13l.1RSEMENTS: .' :~~i,fl:'-:~<.~: '-' ,:: ,':;~;:_..-/:l!::_:.::'~,:,:"_,_~,~~-:",~:,,,:,,:~,::, :'-:':;~'-':' "':"'":":"~!~':~ c_;_ '.; .:"' .... :f~: - ..y - .,- ,.". " :: ,~;c.2 _..,,-..~-, . ..__ ~"';""'~-""~'-''''';'~'-''':''';.'' '- ;,'. III. DISTRIBUTION: A. Combined:M & T Current Account Balance: $139,735.65 B. Payments: 1. Miller Lipsitt - Attorney Fees 2. Vincent Grenkevich - Executor Fee 3. P A Dept. of Revenue - Inheritance Tax 4. Legal Advertising Total Payments: 7,358.28 7,358.28 5,600.00 262.00 $20,578.56 C. Escrow pending approval of P A Inheritance Tax Return and/or expense pending 9 month claim period against the Estate $1,000.00 ) .- D. Net Proceeds to Beneficiaries: $139,735.65 - $20,578.56 - $1,000 = Richard G. Grenkevich One-third of$118,157.09 1029 Patrick Road Natchitollches, LA 71457 $118.157.09 $39.385.69 Vincent Grenkevich One-third of $118, 157.09 556 N. Enola Dr. Enola, P A 17025 $39.385.69 Patricia Harris One-third of $118, 157.09 Briarwood Lane Camp Hill, PA 17011 TOTAL: $39.385.69 $118.157.09 '\ ._T_----: 'J~_~-:'::":~_'_~ '-.:::-7':"'"-.~:~::-:--:-':.:..\ ~-~':" ::':---~~7.~:.; i~'I!;:~;,:{:'- --; ~~llLER LIPSm ll~ PLEASE REPLY TO: JAMES A. MILLER, ESQ. WRITER'S E-MAIL: JAMES@PAATLAW.COM Monday, November 20, 2006 Register of Wills/Clerk of Orphans Court 1 Courthouse Square Carlisle, PA 17013 Re Estate of Margaret H Grenkevich No: 21-06-0407 Enclosed please find the following documentation relative to finalizing the estate referenced above: 1 Status Report pursuant to Pa.O.C. Rule 6.12 incorporating the original Estate Settlement and Release along with attached Exhibit A, Statement of Account; 2 Pennsylvania Department of Revenue Inheritance Tax Return of Resident Decedent incorporating a copy of the Decedent's Will and Statement of Account as Exhibit B; 3 Check number 1732 from the executor payable to the Register of Wills, Agent in the amount of $5,022.77 representing the tax due pursuant to number 2 above; 4 Three (3) copies of numbers 1 and 2 above; and, 5 One (1) self addressed stamped envelope. Kindly file the originals of the above and return to me two (2) time-stamped copies of numbers 1 and 2 above in the envelope provided herein. Please contact me if you have any concerns or questions. Thank you for your assistance. Sincerely, J ames A Miller JAM/ks enclosures ~ '^-- 80 ~;o 'Elo j- En J:> ...... ~:;>o CI) ,..<.J o ^ 88~ : ::J::J :::o---i :JS ......., c:::::;, ~ ~ c '<' N I'\) .." :Ji: c...> -. I'\) ~ 2157 MARKET STREET · CAMP HILL, PA 17011 · (717) 737-6400. FAX: (717) 737-5355 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT MILLER JAMES A ESQ 2010 MARKET STREET CAMP HILL, PA 17011 .____n. fold ESTATE INFORMATION: SSN: 186-24-5294 FILE NUMBER: 2106-0407 DECEDENT NAME: GRENKEVICH MARGARET H DA TE OF PAYMENT: 11/22/2006 POSTMARK DATE: 11 /22/2006 COUNTY: CUMBERLAND DATE OF DEATH: 03/17/2006 NO. CD 007474 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $5,022.77 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: GRENKEVICH MARGARET CHECK#1732 SEAL INITIALS: AJW RECEIVED BY: REGISTER OF WILLS $5,022.77 GLENDA FARNER STRASBAUGH REGISTER OF WILLS