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Home My WebLink About11-30-07 U.- c':, ("",,~ U.! ..... (-') cc. \~., , <-..j o ~t~B ....u 1. -.- cr: .J In Re: ESTATE OF ARTIE G. NUSS : IN THE COURT OF COMMON PLEAS : CUMBERLAND COUNTY, : PENNSYLVANIA ~ L() N x: 0- deceased : NO. 529-2007 : F AMIL Y SETTLEMENT AND : INDEMNIFICATION AGREEMENT o C") ;::y- o :z:: r-- <:::> c:::> C'" l-C{ ~(-'. Cs f~s ('" ~(n:' 0:: '-c/ ~~l; 0:1- 0- c.c 0'" U : Filed on behalf of Michelle Denise : Krewson and Rhonda Renee Summers : Co-Executors of the Estate of : ARTIE G. NUSS, : Deceased WHEREAS, ARTIE G. NUSS, with her last address at 311 West Green Street, Mechanicsburg, PA 17055, died testate on March 16,2007; The Last Will and Testament dated February 15, 1992, was duly admitted to probate on by the Register of Wills of Cumberland County, Pennsylvania on May 31, 2007 at the above number and term; and WHEREAS, Michelle Denise Krewson and Rhonda Renee Summers have been appointed as Co-Executors of the Estate of ARTIE G. NUSS, Deceased; and full; WHEREAS, the parties in interest to the Estate of ARTIE G. NUSS, are: (1) Michelle Denise Krewson, daughter, Executrix, beneficiary (2) Rhonda Renee Summers, daughter, Executrix, beneficiary WHEREAS, all known outstanding debts and obligations of the Decedent have been paid in WHEREAS, each ofthe parties to this Agreement has been furnished with a complete list of the estate assets and receipts, attached hereto as Exhibit "A" and disbursements as set forth on the accounting attached hereto as Exhibit "A"; and WHEREAS, it is the desire of the parties to this Agreement, that final distribution of this es- tate be accomplished without a formal accounting to the Orphans' Court Division of the Court of Common Pleas of Cumberland County, Pennsylvania, or any other court of competent jurisdiction, it being the desire of the parties to avoid the expense of a formal accounting; and WHEREAS, the parties to this Agreement each acknowledge they have received a proposed Summary of Account attached hereto as part of Exhibit "B". WHEREAS, the parties to this Agreement each acknowledge they 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 their receipt from the Executor the distribution, if any, as evidenced by Approval of Account and Release, which is at- tached hereto and marked as Exhibit "C". NOW, THEREFORE, WITNESSETH, in consideration of the mutual promises, covenants and agreements recited herein, the parties do agree as follows: 1. Each of the parties to this Agreement does hereby release and forever discharge the Co-Executors from any and all liability which may from time to time arise in connection with their service as Co-Executors of the Estate of ARTIE G. NUSS, Deceased. The parties do further agree to indemnify and hold harmless the Co-Executors from any and all liability which may arise against the estate from creditors or other claimants. 2. Each of the parties does hereby acknowledge receipt of the assets, if any, described in the Exhibits attached hereto. 3. Each party to this Agreement acknowledges that this Agreement shall be indexed and recorded in the estate proceedings in this or any other state, and that the terms hereof shall be binding upon their respective heirs, successors, executors and assigns. 4. This Agreement shall be governed by the laws of the Commonwealth of Pennsylvania. Dated at York Springs, Pennsylvania this 1!t day of IV~Q~ ~7. ~~L;-4-- Rhonda Renee ummers -, ACCOUNTING OF THE ESTATE OF ARTIE G. NUSS. DECEASED ASSETS Total I Amount .................................. .....................t............................. I ..................m....m...mJ~~.~Q~}?.... ...........,.............................r 00.00................................_.......... .. .." - . . I' mmmm..?....??.?.~=':.Qm 289.67 ................................".""...._..................."............................. ... MO.... .............."...........".................... .............................00..... .....m.............................m........l .........................................0000...00.......??~?. 7 .......""....."..............."._.........11 ... .................00.." !~~?~~?Jm 67.47 00000000....................... .....0000.............-..............1 .............................................................\ ........................00............................. .........................00.00...... ..00.....00........ .........................1.......... .........m.........}?~~.~.Q~I?... I I ..........................................................00.................. .............Description ..................... ............................. ...~~~~~~g~~!Y~~!~g.~~!.~..~~..gh~~~i.~g,~~~!:#.~?~IQ?~._............... LPL Financial Services Refund Check ...............................--..........................................................................................................................................--..............,.................................................................................... BlueCross BlueShield Refund Check ..-...........................................-......-................................................... .. ..........,.......-........................................................................................................ Blair Refund Check ......._........_........._........................_............ ... .......................... ...... ... ............................. ......................................_ .............................m......................................... ...~~~~~~g~!Y.~~~..i..9.~~~..~_~~..~yj~g~.....~..~~!:..#.2~?~~~? .J~.9.~..Q~l.J!~g'~..Q.!~~.~~.~..l3:~~!?:~............. ........................... ACCOUNTING OF THE ESTATE OF ARTIE G. NUSS. DECEASED DISBURSEMENTS BY CO-EXECUTORS 00'00" ...._......... ..................Descriptionm............... ................._............. ......... ... .... ...........Amoun t M<?~~h~~.E~~E~Lg9..!P.~ ......................................... ..................................................... )g,~}g:..Qg..... ...Ig~....~.:..~~PP..g!................................... .................................................................................. .. ...00.............. ...........~..,?9Q:QQ.. ..g~!P!?~E!~~.~.9.~~!Y..~~g~.~!~E...9.K.~~n~ ....................... ................... ...J.~~:)~.. €~~&l~~=___=_:==:::-_ =:-] ..::rll~~ ....M!~h.~1.!~....I5.!.~~~.9..~...~P.E~~.~E~P!i.5?~2.......................... .......................... ............_......................1 .............)?:..QQ... ....Mi.~h.~}.!~.!5.!.~.~~.9..~...~Q~~..:....gh~~~...~!..!!~!?:..~.9..y.~.}g,.~QQ~1........................................ ...............?Q.:QQ... ....M~~h.~1.!~....!5.!.~.~~.9..!?:.~f.29.~:..gh~~~.~j!!~~..}~~:.~..~~....~QQ?2. ...................................... 50.00 .M.!~.h.~J!~..!5.!.~~~.2!?:.<gl.J!~.~!!P~~.Q~f!~.=...~h~~~.~~!!~!?:.Q~.1?.:...!....m~9Q~2........... ... '00.. mm.......1.?9:QQ ..!~y.~~!9.EY ............................. ...... ....................... ....................... ..................... .........................1.. ..m..............J?:QQ..... ...!.~~Ei..!~~~~.I~~..g.~!~~............. .................................... .................... .......L.. .......................)?:QQ...... .....f.~gY....~gE~~!P~~!....._..................................._..................... ........................................ ...........1. 20.00 ..g~g.!~!.~.!..Sl.f.~.!}.1.~...~g~.I?:!............m... .000000.................... .. ..0000.............................. ................ ........................... I......................... ...?~.:?:.QQ.. Pinnacle Health 128.57 ........................................................-....-................................-................................................................... .................................. .............................................. ..... .....m............................................................. ....~Pi.E~!...P.hY...~i~.i..~.!?:~...~.~!.Y..!.~.~~...................................... ...................... ........................ ........~}:~}......... ........... .................................... ................,........................................-........ ............................................................................. ................ ........................-.. TOTAL ..................................................................................-.. ............._. .................................... 13,374.24 Exhibit "A" ACCOUNTING OF THE ESTATE OF ARTIE G. NUSS. DECEASED SUMMARY OF ACCOUNT Estate Assets Less Disbursements $ 17,210.17 $ 13,374.24 BALANCE $ 3,835.93 The following assets are hereby proposed for distribution to heirs pursuant to this Agreement: Name 0/0 PIMCO Distribution Cash Distribution Michelle Denise Krewson 50 5,966.04 1,917.96 Rhonda Renee Summers 50 5,966.04 1,917.97 Exhibit "B" RECEIPT OF DISTRIBUTION, APPROVAL OF ACCOUNT AND RELEASE The undersigned being those interested under the Last Will and Testament of ARTIE G. NUSS, Deceased, desire that the Estate be distributed without the formality of a court accounting. The Co-Executors of the Estate are willing to consent to such distribution upon receipt of a proper release, which is the purpose ofthis document to provide. In consideration of the willingness of the Co-Executors to make distribution without the formality of a court accounting and agreeing to be legally bound hereby, the undersigned, individually, and on behalf oftheir respective heirs, personal representatives, successors and assigns, do hereby: 1. Waive the filing of an account of the administration of the Estate in any court. 2. Declare that they have examined the attached informal account and proposed state- ment/schedule of distribution ofthe Co-Executors ofthe Estate of ARTIE G. NUSS, Deceased; find it to be true and correct in all particulars; accept and approve it with the same force and effect as if it had been prepared and filed with, audited, adjudicated and confirmed absolutely by a court of com- petentjurisdiction; and as if the balance of principal and income had been awarded by the court in accordance with the statement/schedule of distribution. 3. Warrant that the beneficiaries named in the informal accounts and statements/schedules of distribution are entitled to receive the entire distribution thereof in accordance with the informal ac- count and statement/schedule of distribution. 4. Warrant that they know of no outstanding and unsatisfied claims against the Estate and approve the distribution of the balance of principal and income shown in the informal accounts and statements/schedules of distribution to the persons set forth therein. Exhibit "C" 5. Absolutely and irrevocably release and discharge the Co-Executors, their heirs and personal representatives of and from any and all actions, liabilities, claims and demands relating in any way to the administration of the Estate and distribution in accordance with the informal account and state- ment/schedule of distribution and without a court accounting and adjudication. 6. Agree to indemnify and hold harmless the Co-Executors, their heirs and personal representa- tives from and against any claims, liabilities, loss or expense (including costs and counsel fees) arising from any cause whatsoever, which the Co-Executors may incur as the result ofthe administration of the Estate and its distribution in accordance with this document to the extent to which they have received dis- tribution under this agreement, including, but not limited to, any liability for any Federal Estate Tax, Pennsylvania Inheritance Tax or any other death taxes, and any Federal or Pennsylvania Income Taxes and Pennsylvania Personal Property Taxes, together with any interest, penalties and costs incidental thereto, relating in any way to the Estate and also including, but not limited to, any assets received or payments or distributions made by reason of any negligence or mistake of law or fact. 7. The undersigned hereby acknowledge receipt of those assets as set forth on the proposed statement/schedule of distribution as ofthe date of the execution ofthis receipt of distribution, approval of account and release. Date: 11~}.5.-b ') ~~~. -d-- Rhonda Renee ummers