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Home My WebLink About01-29-07 STATUS REPORT UNDER RULE 6.12 Name of Decedent: Martha A. Hefflefinger Date of Death: May 24,2005 Will No.: 21-05-0487 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 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: n/a 3. If the answer to NO.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? No b. The separate Orphans' Court No. (if any) for the personal representative's account is: n/a c. Did the personal representative state an account informally to the parties in interest? Yes 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. See attached Family Settlement Agreement. j o N Date: J I JS/t) l I ' In'. .,..J'-;'" n... Capacity: Personal Representative )( Counsel for personal representative en N ,-... C:~ c.:.:) C"-J ~ IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY. PENNSYLVANIA IN RE: ESTATE OF MARTHA A. HEFFLEFINGER, DECEASED ORPHANS' COURT DIVISION NO. 00487 OF 2005 FAMILY AGREEMENT FILED ON BEHALF OF: MARTHA A. FRITZ, EXECUTRIX COUNSEL OF RECORD FOR THIS PARTY: LISA M. GREASON, ESQUIRE PA 1.0. # 78269 PO BOX 385 CARLISLE, PA 17013 717 -241-3030 ;~ .... --.J " C) r-~) 0..;:;" , ) . -) J -r-) !"',,) C) c.n <t} FAMILY SETTLEMENT AGREEMENT THIS AGREEMENT by and between Martha A. Fritz, individually and as Executrix of the Estate of Martha A. Hefflefinger, Deceased, Kenneth Shughart (deceased, by his Widow, Vera Shughart), Thomas Highlands, Don Shughart, Deborah Beard, Abigail Downs, Katherine Crane, Jennifer SChmidts, Lisa M. Greason and Alan Hefflefinger. WHEREAS, Martha A. Hefflefinger, who resided at 355 West North Street, Carlisle, Cumberland County, Pennsylvania, died May 24, 2005, having left her Last Will and Testament dated July 28, 2003, which was duly admitted to probate by the Register of Wills of Cumberland County at the above number and term on May 31,2005; and WHEREAS Martha A. Fritz has been duly appointed as Executrix of the Estate of Martha A. Hefflefinger, Deceased; and WHEREAS, the parties in interest under the Last Will and Testament of Martha A. Hefflefinger, Deceased, are: (1) Martha A. Fritz, daughter, Executrix. (2) Thomas Highlands, son (3) Kenneth Shughart, son (deceased by wife Vera Shughart) (4) Children of Donald Shughart (deceased son) a. Don Shughart, grandson, adult b. Debra Beard, granddaughter, adult (5) Lisa M. Greason, granddaughter, adult (6) Children of James N. Shughart (deceased son) a. Katherine Crane, granddaughter, adult b. Jennifer Schmidts, granddaughter, adult c. Abigail Downs, granddaughter, adult (7) Alan L. Hefflefinger, son, adult WHEREAS, Alan L. Hefflefinger, son, is entitled to payment of the Pennsylvania Family Exemption, and acknowledges to have received the sum of $3,500.00 in full satisfaction thereof; and WHEREAS, the parties in interest identified in numbers one (1) through six (6) above are entitled to a one-sixth (1/6th) distributive share of the residuary estate; and WHEREAS, each of the parties to this Agreement have been furnished with Pennsylvania Department of Revenue Form 1547 setting forth the total assets, debts, and tax consequences of the estate and is attached hereto and marked as Exhibit "A"; and WHEREAS, it is the desire of the parties to this Agreement that final distribution of this estate be accomplished without a formal accounting to the Orphans' Court Division of the Court" of Common Pleas of Cumberland County, it being the desire of the parties to avoid the expense, delay and publicity of a formal accounting; and WHEREAS, the parties to this Agreement each acknowledge to have received a proposed Schedule of Distribution attached hereto and marked as Exhibit "B"; and WHEREAS, each of the parties to this Agreement does acknowledge to have received from the Executrix their sum as identified in Exhibit "B"; and NOW, THEREFORE, WITNESSETH, in consideration of the mutual promises, covenants and agreements recited here in the parties do agree as follows: 1. Each of the parties to this Agreement does hereby release and forever discharge Martha A. Fritz, Executrix, from any and all liability which may from time to time arise in connection with her service as Executrix of the Estate of Martha A. Hefflefinger, Deceased. The parties do further agree to indemnify and hold harmless said Martha A. Fritz, Executrix from any and all liability that may arise against the estate from creditors or to his/her claimants. 2. Each of the parties does hereby acknowledge receipt of the assets described on the Schedule of Distribution Exhibit "8" attached hereto. 3. Each party to this Agreement acknowledges that this Agreement, without Exhibits, shall be indexed and recorded in the estate proceedings and that the terms hereof shall be binding upon their respective heirs, successors, administrators, and assigns. 4. This Agreement shall be governed by the laws of the Commonwealth of Pennsylvania. Dated at Carlisle, Pennsylvania this 3D'#-- day of bw~ 2006. WITNESS: Martha A. Fritz, individually Executrix of the Estate of Ma Hefflefinger, Deceased. ~ ..~ (J . / ') / /3/ (fp P~t(j (~~~r ( ~\A1 tu.. kt~~~~~.~ Alan L. Hefflefinger . &Y;j ('. 4J~J /. / I -. ) }/VV"t~ Dated at O:::a \ a l\ . d I (d ) )- 0 ("2. '\ .8 '3l-J4(Jg " ayof f\.bve rn belZ ~006. (city, state) on this . )\fv0' ;(!) Witness Nam~ ' / \<QJ\J iI\ f- ~r I (l i ~ \ )1~~~ ~C~-'~bJ--o~l , /1 '\ .! ! __,/ l .~/ Lory~ ~, T~omas Highlands ~<,>""'6'S L. /,....--._~'\. , i i , f).......'.) / / ,/ i /i ~^~ h l~y--Js Dated at F L6R( tJCf.. Ni-r 23 ~b day of JJol/:'~Bl~ U~ 0. S<<-=r Witness Name: VAIIIl) /;J. 5HvGII4-1f T (city, state) on th is 2006. Da/(~~df~~j;{~J!!~o~A, (cijy, state) on this .J/:JIt1! S~ Witness Name: 5UJ--!lR D~aJcl GlL~ Debra Beard Dated at ~ \Sk~)..J 'I N '-J \y-\.Y\ .1. day of ~ )o\)~"<'^ \3e-~ (city, state) on this 2006. b1t~ UO~A~.\2-- s ~l>(, N~)Z. \' ~\C I ---d' Dated .at ( \' .. \.~. ..1. . I ! (.L(l{'j I 'S I tV /s;+'1 day of ^cl./el~bc:(_1 2006. (city. state) on th is /1 /"\ i/r/../'i. \. .. l(!; C:::::(<. 1"\ j &\.,-lAJ; Witne...S$ Name: ..J-~' IJ] \ .... CO\ 1'.- I/'lh-..\-ee -J ~'- ~ a~ c0'~ ~-< es~ ~(V"~~\ ~ L~J Ll'--tl. b-W~,o crlYo.LfJ tG--tk F~ 5JJ:hr",-,~ ~ . · Dated at e..utte%t J (:JCf \ :r:: au) lA... &., day of ~OOCtY\ \y..-r 2006. (city, state) on this \)~ ((A~ Witness Name: \I 0\ 'ty)'\0--Y" R. Sc.k VV\\ d.-t$ ~ j(1JvWU\t:~ J nnifer hmidts - ,J (VVv\ AAi\.. ~ J-t-n..-t:.(k ~ E~ aU_&LU~')-U'1B OA ~G~ cR.. .~ ~ LAf-e~.j--'V C-ttr:~ e-tv ot ~ J:.j'u c;;~~ ~--YYLUI1...:i QrAYLI2.AA.:t f,1:}\ ~ S~fzvt.c % mCc~o.- A. ")+ ~~r' . FL 2006. (city, state) on this :t h ~ I, ICG. +\ e, \ \ CrCA. V\-e..... Katie Crane