HomeMy WebLinkAbout07-24-07
Pa. O.C. Rule 6.12 STATUS REPORT
REGISTER OF WILLS OF
CUMBERLAND
COUNTY, PENNSYLVANIA
Name of Decedent: VIVIAN L. BERG
Date of Death:
08/29/2006
File Number: 21-06-00855
Pursuant to Pa. O.C. Rule 6.12, I report the following with respect to completion of the administration of
the above-captioned estate:
Date
(
1.
State whether administration of the estate is complete:
!Xl Yes 0 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:
a. Did the personal representative file a final account with the Court?
o Yes !Xl No
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?
!Xl Yes 0 No
07/24/2007
(""')
I.r)
c\j
:t:
Q...
...::r
'"
-:-.J
~
'-
c::::,
c:;;;)
(''''-..J
d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be
filed with the Clerk of Orphans' Court and may be attached to this report.
~L
Signature of Person Fiting this Form
f ;~
C-,:: ~-
-:.;
li.....r,,;
O,>~
'..- '-~
$t:.
~~..;
,..,~
'-~-'--
8",c;
6;>
o
Capacity: 0 Personal Representative
!Xl Counsel
Ivo V. Otto III
#27763
Name of Person Fiting this Form
10 East High Street
Address
Carlisle, PA 17013
City, State, Zip
717-243-3341
Form RW-10 Rev. 10-13-2006
Telephone
Copyright (c) 2006 form software only The Lackner Group, Inc.
~I
F:lFILES\ESf A TES\ 12171 \ I.release
\l~(Q)~l
ESTATE OF VIVIAN L. BERG
CUMBERLAND COUNTY FILE NO. 21-06-0855
RECEIPT. RELEASE AND REFUNDING AGREEMENT
KNOW ALL MEN BY THESE PRESENTS that I, THOMAS W. BERG, one of the
residuary legatees under the Last Will and Testament of VIVIAN L. BERG, late of South Middleton
Township, Cumberland County, Pennsylvania, deceased, do hereby acknowledge receipt from R.
DAVID BERG, Executor, of my one-half share of estate residue, in accordance with the Statement
of Account provided herewith, for a total distribution of $230,736.47, in full satisfaction and
payment of my residuary legacy under the terms of said Last Will and Testament.
AND, THEREFORE, I, the said Thomas W. Berg, do by these presents remise, release, quit-
claim, and forever discharge the Executor aforesaid, his 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 ofthe date of these presents.
AND, THEREFORE, desiring to avoid the delay and expense of the 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 ofthe Executor 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 Thomas W. Berg, do
hereby agree that if any debts or demands other than those included in the Statement of Account of
the said R. David Berg, Executor, 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 my said distribution,
I will return to the said Executor 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 R. David Berg, Executor, upon application, without further notice to me.
~ WITNESS WHEREOF, I have hereunto set my hand '!rd seal this / / day of \) /.{).Ie-
~bO'), ., /1
Witn~s: t/ T~~'~! B~)
/
/
I
/
STATE OF ARIZONA )
: SS.
COUNTY OF ~~ )
On this, the \ \ day of ...i..UJUI- ,3/)p'l , before me, a Notary Public, personally
appeared Thomas W. Berg, 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 '\ I
-./ . 1 JJCi.- . ~
Notat;JubliC
j "~....------.".---..--. ..--.---.....---.--- JI
" '. (:~(~:~ l::: ','n I
. \ ,',' '. /
..., , '"1
_.-....""""'--...._..._~...-
-...---.
F:IFlLES\EST A TESIl2l711 I.release
{(.:~ ' 1(0)0 lPJY!
j \ Ii \
",'/, "
ESTATE OF VIVIAN L. BERG
CUMBERLAND COUNTY FILE NO. 21-06-0855
RECEIPT. RELEASE AND REFUNDING AGREEMENT
KNOW ALL MEN BY THESE PRESENTS that I, R. DAVID BERG, one of the residuary
legatees under the Last Will and Testament of VIVIAN L. BERG, late of South Middleton
Township, Cumberland County, Pennsylvania, deceased, do hereby acknowledge receipt from R.
DAVID BERG, Executor, of my one-half share of estate residue, in accordance with the Statement
of Account provided herewith, for a total distribution of $230,736.48, in full satisfaction and
payment of my residuary legacy under the terms of said Last Will and Testament.
AND, THEREFORE, I, the said R. David Berg, do by these presents remise, release, quit-
claim, and forever discharge the Executor aforesaid, his 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 ofthe Executor 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 ofthe aforesaid settlement being made without the
aid of such Court of Common Pleas - Orphans' Court Division, I, the said R. David Berg, do hereby
agree that if any debts or demands other than those included in the Statement of Account of the said
R. David Berg, Executor, 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 my said distribution, I will
return to the said Executor 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 R. David Berg, Executor, upon application, without further notice to me.
o ."~., ~lft
J IN WITNESS WHEREOF, I have hereunto set my hand and seal thIS 0U day of
fJ{ilt ,. 200 7 .
Witness:
",
L'~l/Lr_JI~~ f1Ltfr'/C4 _
7
...~~.-
R:'
COMMONWEALTH OF PENNSYLVANIA )
: SS.
COUNTY OF CUMBERLAND )
On this, the 3t It, day of /tUt- ,_2c:t/, before me, a Notary Public, personally
appeared R. David Berg, 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.
1'1,_, __ ',-- "''',
" ttic,c ."'-l~ ) tLLll, too/-
Notary Public j