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HomeMy WebLinkAbout01-17-07 (2) PLEASE FILE THIS REPORT WITHIN TWO YEARS 0 F DATE OF DEATH REGARDLESS OF THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE A 6.12 FORM YEARLY UNTIL COMPLETION. Name of Decedent: Date of Death: Estate No.: STATUS REPORT UNDER RULE 6.12 Charles Francis Kraicsik May 26. 2006 2006 - 00548 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, 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: Yes x 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: (date) A. B. C. D. Date: 1/17/07 (MAH:rmt/ AM3) R.W.-58 02' \\d L \ Did the personal representative file a final account with the court? Yes No. x The separate Orphans' Court No. (if any) for the personal representative's account is: (Not applicable in Dauphin County) Did the personal representative state an account informally to the parties in interest? Yes x No Copies of receipts, releases, joinders and approvals or formal or informal accounts may be filed with the Clerk of the Orphans' Court and may b.e attached to this report. Famill:7Setll=t A:reement attached herewIth. _ _ ~~ c:--- ~ Signature James W. Abraham. ESQ. Name (Please type or print) 2157 Market St.. Camp Hill. PA 17011 Address .fC (717) 763-1700 Telephone No. Capacity: _ Personal Representative ("' ~ Counsel for Personal Representative cj ABRAHAM LA W OFFICES 2157 Market Street. Camp Hill. PA 17011 (717) 763-1700 ")1..0 - DS~ F AMIL Y SETTLEMENT AGREEMENT AND FINAL RELEASE OF THE ESTATE OF CHARLES FRANCIS KRAJCSIK KNOW ALL MEN, BY THESE PRESENTS, that whereas, Charles Francis Krajcsik, late of Mechanics burg Borough, Cumberland County, Pennsylvania, died testate on May 26, 2006. WHEREAS: Letters of Administration, C.T.A. of the Estate of said decedent were duly issued by the Register of Wills of Cumberland County, Pennsylvania on July 18, 2006, to Charles M. Krajcsik, as Administrator, C. T.A., hereinafter referred to as Personal Representative. A copy of the Last Will and Testament of the decedent is attached hereto and cxmade part hereof as Exhibit "A". WHEREAS: The Personal Representative has gathered the assets of the Estate and the assets consist of personal property. The Statement of Account of the said Personal Representative, which is attached hereto as Exhibit "B", constitutes the assets gathered, the debts paid, the disbursements made and the distribution to all respective parties hereto. WHEREAS: The balance/remainder ofthe estate property has been distributed by the Personal Representative in accordance with this Family Settlement Agreement and as stated in the Statement of Account (Exhibit "B"). NOW THEREFORE, KNOW YE, that We, the persons being entitled to inherit under the Last Will and Testament of Charles Francis Krajcsik, specifically, Charles M. Krajcsik, William A. Krajcsik and Stephen J. Krajcsik, by our signatures below, do hereby acknowledge that we have this day received from the Personal Representative, in his capacity thereto and in accordance with Last Will and Testament, all sum or sums of money, legacies, bequests and devises as are given, devised and bequeathed to us pursuant to said Will; and said amounts are further set opposite our respective names in the Statement of Account. attached hereto as Exhibit "B". AND, We hereby stipulate that in order to avoid the expense and time involved in the filing of a formal account and schedule of distribution, We agree that no account is necessary and We hereby agree that We consent to distribution being made without the filing of an account and schedule of distribution, with the same to be with the same force and effect as if they had been filed and confirmed by the Orphan's Court Division of the Court of Common Pleas, Cumberland County, Pennsylvania. ~ THEREFORE, William A. Krajcsik and Stephen J. Krajcsik, hereby remise, release and forever discharge Charles M. Krajcsik, in his capacity as Personal Representative and/or personally, his heirs, executors and administrators or assigns, of and from the Estate and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever for, or by reason thereof, or for any other use, matter, cause or thing whatsoever touching upon, or which in any way relates to, the Estate of the decedent. WE, Charles M. Krajcsik, William A. Krajcsik and Stephen J. Krajcsik, further hereby covenant and agree that should any liability come due to the Estate of the said decedent after the signing of this Agreement, We hereby convenant and agree that We, as beneficiaries under said Will, shall equally contribute to the Estate in order to satisfy any and all claims, demands, suits or causes of action which may be successfully prosecuted against the Estate of the decedent or against the Personal Representative, after the signing, sealing the delivery of this Family Settlement Agreement and Final Release. 2 IN WITNESS WHEREOF, this Family Settlement Agreement and Final Release of the Estate of Charles Francis Krajcsik, signed in counterpart by each of the heirs entitled to inherit under the Estate, is entered into below, by setting his/her respective hand and seal this ).. b ~ day of /J ~cV"16G~ , 2006. WITNE.. S. S.: ^ ,/ ~~~ C~S~ 3 IN WITNESS WHEREOF, this Family Settlement Agreement and Final Release ofthe Estate of Charles Francis Krajcsik, signed in counterpart by each of the heirs entitled to inherit under the Estate, is entered into below, by setting his/her respective hand and seal this ;;... C, day of DLC-./4vl k.vv , 2006. WITNESS: ~ifr# 3 IN WITNESS WHEREOF, this Family Settlement Agreement and Final Release of the Estate of Charles Francis Krajcsik, signed in counterpart by each of the heirs entitled to inherit under the Estate, is entered into below, by setting his/her respective hand and seal this ;l (; ft.-.. day of ~ ECt /Nt/) L-o/l , 2006. WITNESS: L. ~e- <]ft )~~ j. STEPHE J. KRAJCSIK 3 ( ~:' LAST WILL AND TESTAMENT KNOW ALL MEN BY THESE PRESENTS, that I, CHARLES F. KRAJCSIK, presently residing at 306 South High Street, Mechanicsburg, Cumberland County, Pennsylvania, being in good health and of sound mind and disposing memory, do hereby make, declare and publish this as my Last Will and Testament, hereby revoking all former wills and codicils thereto heretofore made by me. FIRST: I direct that all of my Just debts, expenses of my last illness, and funeral expenses shall be paid by my Executrix, hereinafter named, from my estate as soon after my decease as shall be found convenient. SECOND: I give, devise and bequeath the rest, residue and remainder of my estate, whether real, personal or mixed, and of any nature whatsoever and wherever situated, unto my beloved wife, ANTOINETTE G. KRAJCSIK. THIRD: In the event that my wife, Antoinette G. KraJ csik, should predecease me or die within thirty days following the date of my death, then I give, devise and bequeath the rest, residue and remainder of my estate unto my children, share and share alike. In \ the event that a child of mine should predecease me leaving issue to survive me, the said child's share shall be payable to his or her issue, per stirpes and not per capita. ~~~~ Page One EXHIBIT, "A" ',",; ,..,) FOURTH: In the event that my wife, ANTOINETTE G. KRAJCSIK, my children and the issue of my children shall all pre- decease me or shall all die within thirty days following the date of my death, then I give, devise and bequeath the rest, residue and remainder of my estate as follows: (a) One-half to my brother, RUDOLPH KRAJCSIK, presently of Mechanicsburg, Cumberland County, Pennsylvania; (b) One-half to my wife's sister, JANE BARTORILLO, presently of Wilkes-Barre, Luzerne County, Pennsylvania. FIFTH: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever juris- diction imposed, shall be paid from my residuary estate as part of the expenses of the administration of my estate. SIXTH: I hereby nominate, constitute and appoint my wife, ANTOINETTE G. KRAJCSIK, as Executrix of this, my Last Will and Testament, My said Executrix shall not be required to post security. In the event that my said wife shall predecease me, or be unwilling or unable to act as Executrix, as aforesaid, then I nominate, constitute and appoint my son, CHARLES M. KRAJCSIK, to act as Executor of this, my Last Will and Testamen't, IN WITNESS WHEREOF I I, CHARLES J. KRAJCSIK, the --'l'~staxcrr t"b -mrs; my Last Will and Testament, typewritten on three C~~~r Page Two (3) sheets of paper which I have identified at the bottom of each page by my signature, hereunto set my hand and seal the I t -tJ..., day of IVd 11"1'( ~ ~ I 1975. cL..L ~ /(~ (Seal) Signed, sealed, published and declared by said Testator as and for his Last Will and Testa- ment in our presence, who, at his request, and in his presence and in the presence of each other, have hereunto subscribed our hands as attes g witnesses. Page Three EXHIBIT "B" STATEMENT OF ACCOUNT ESTATE OF CHARLES FRANCIS KRAJCSIK DATE OF DEATH: LETTERS GRANTED: May 26, 2006 July 18, 2006 I. ASSETS: A. Personal Property: 1. Financial Accounts: a) b) c) d) e) f) f) g) g) h) g) 2. Stock a) b) Members 1 st Checking Acct. #40140 - 11 Members 1 st Savings Acct. - #40140-00 Members 1 st Money Management Acct. - #40140-05 Member 1 st Certificate of Deposit - #40140-45 Members 1 st Certificate of Deposit - #41040-46 Members 1 st Life Savings - #40140-05 New Cumberland Fed. Cred.Union - Primary checking acct. New Cumberland Fed. Credo Union - Christmas Club New Cumberland Fed. Credit Union - Certificate of Deposit Commerce Bank checking acct. - * 19587 Yellow Breeches Mutual Fund Rite Aid Account - 200 shares @ $38.85/share Penn Gaming Account - 200 shares @ 4.59/share 3. Vehicle: 2002 Subaru Forester 4. Household items/furnishings 5. Miscellaneous: a) b) Comcast cable refund Insurance Refunds (Auto/Renters Insurance) TOTAL ASSETS: (i) VALUE/AMOUNT 3,951.39 44.22 2,967.77 103,277.47 92,463.83 2,000.00 3,215.19 1,233.09 8,457.76 330.33 2,314.19 7,770.00 918.00 10,600.00 500.00 91. 06 109.70 $240.244.00 II. DEBTSIDISBURSEMENTS: Item 1. Funeral Home - Malpezzi Funeral Home - funeral services 2. Catholic Cemeteries - funerallburial services 3. PPL - electric bill through June, 2006 4. Rent payment - June, 2006 5. Keystone Oil- Fuel bill- payment plan 6. Mechanicsburg Club - funeral reception 7. Medical bills - Dr. Julie Shedlosky - dental & V A Hospital 8. Reg. of Wills, Cumberland County - Probate Fees - Abraham Law Offices 9. Legal Advertising - Patriot News 10. Legal Advertising - Cumberland Law Journal- Abraham Law Offices 11. Accountant Fees - James Holland 12. Attorney Fees - Abraham Law Offices 13. Express Mail Fees - Abraham Law Offices 14. Short Certificates - Abraham Law Offices 13. Register of Wills, Agent - P A Inheritance Tax TOTAL DEBTSIDISBURSEMENTS: III. SUMMARY: A. TOTAL ASSETS: B. LESS TOTAL DEBTS/DISBURSEMENTS: TOTAL NET ASSETS FOR DISTRIBUTION: (ii) Amount 9,317.00 775.00 82.41 747.00 439.48 517.39 59.00 330.00 217.88 75.00 300.00 3,100.00 60.00 40.00 9,953.27 $26.013.43 $240,244.00 26,013.43 $214.230.57 IV. DISTRIBUTION: 1. Charles M. Krajcsik 2. William A. Krajcsik 3. Stephen J. Krajcsik $71,410.19 $71,410.19 $71,410.19 (iii)