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Home My WebLink About12-31-07 ~ \ \)~ \~ FAMILY SETTLEMENT AGREEMENT AND FINAL RELEASE IN THE EST A TE OF MARCELLA L. DEE, DECEASED KNOW ALL MEN BY THESE PRESENTS, that WHEREAS Marcella L. Dee late of North Middleton Township, Cumberland County, Pennsylvania, deceased, died testate on November 22, 2006, having first made her Last Will and Testament, which was duly executed on August 16, 1994 and is duly recorded in Cumberland County Courthouse, Register of Wills, File No. 2006-01054; WHEREAS, Marcella L. Dee, by the aforesaid Last Will and Testament, named Marlene O. Gaines and Claudia A. O'Neill as Co-Executrices of her Last Will and Testament; WHEREAS, Letters Testamentary on the estate of decedent were duly issued by the OJ . 0 .:: Regi~r of w~g~ of Cumberland County, and Letters were granted to Marlene O. Gaines and .~. LJ........ C"' ,: .< (> -Clauafa A. ~9~Neill, hereinafter called Personal Representatives; !. ,'--. -.-.-,... (') U.J.c u WHEREAS, the Personal Representatives have gathered the assets of the estate of the L!j LJ_ i ,.' ('-, S:c, deced~t, and t~ssets consist of personal property to a total value of $50,504.45 as set forth in (.........j Exhibit A, which is a statement of account of the said Personal Representatives, and which is attached hereto and made a part hereof and marked Exhibit A; WHEREAS, the balance for distribution as shown in the statement marked Exhibit A has been distributed as herein indicated in accordance with the terms of the Last Will and Testament of the decedent; NOW, THEREFORE, KNOW YE, that we, Marlene O. Gaines, Claudia A. O'Neill, and Robert J. O'Neill, being the beneficiaries and heirs of the decedent, and being those persons entitled to inherit under the Last Will and Testament, do hereby acknowledge that we have this ~J day had and received from the Personal Representatives, in full satisfaction and payment, all sum or sums of money, legacies, bequests and devices as are given, devised and bequeathed to us, which amounts we have received this day, and which amounts are set opposite our names in the table and schedule of distribution in the statement attached hereto and marked Exhibit A; AND, we do 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 do hereby consent to distribution being made without the filing of an account and schedule of distribution, the same to be with the same force and effect as if it had been filed and confirmed by the Orphans' Court Division of the Court of Common Pleas, Cumberland County. THEREFORE, we and each of us do hereby remise, release, quit claim and forever discharge the Personal Representatives, Marlene O. Gaines and Claudia A. O'Neill, and Marielle F. Hazen, Esquire, their heirs, executors, administrators and assigns, of and from the estate and from all actions, suits, payment, accounts, reckoning, claims and demands whatsoever for or by reason thereof, or for any other use, matter, cause or thing whatsoever touching upon the estate of the decedent; and each of us do further hereby covenant and agree that should any liability come due to the estate of the decedent after the signing of this agreement, each of us do hereby covenant and agree with each other and the Personal Representatives that we will contribute pro rata our share of the estate to satisfy any and all claims, demands, suits or causes of action which may be successfully prosecuted against the estate or the Personal Representatives after the signing, sealing and delivery of this Family Settlement Agreement and Final Release. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~ day of dutun k- ,200-1-. 1ti~1 tness . ~f~ Marlene O. Gaines STATE OF NEW JERSEY ) II.. 0 o. ) ss: County of ~ ) On this the~ day Of~ e C e 111 be r , 200:J-, before me, a Notary Public, the undersigned officer, personally appeared Marlene O. Gaines, known to me or satisfactorily proven to be the person whose name is subscribed to the within instrument, and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. i~/CL) L~.." ~ ~ Notary Public 1~ -- CO.1.~' .~~'~.;.- ..... '.~' .:" ...' ""."...,..:;;~,.., '-_,~lt'~..>'I- /; 'd" /cL- IN WITNESS WHEREOF, I have hereunto set my hand and seal this r day of Of'l' em be." 1 , 2oo~. ~/~(Li3~ Itness Ch'.~4:t1l~~ Claudia A. O'Neill '-- COMMONWEALTH OF PENNSYLVANIA County ofe.IJ.A~ ~l....A ,u)> ) ) 5S: ) On this the day of 1) e-c e ,.c( 13 ~ , 200.2, before me, a Notary Public, the undersigned officer, personally appeared Claudia A. O'Neill, known to me or satisfactorily proven to be the person whose name is subscribed to the within instrument, and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. .~..~w~-~. N blic. . . COMMONWEALTH OF PENNSYLVANIA NOTARIAL SEAL JUDITH D. KAUFFMAN, NOTARY PUBUC CARLISLE BOROUGH, CUMBERLAND COUNTY MY COMMISSION EXPIRES MARCH 10. 2011 IN WITNESS WHEREOF, I have hereunto set my hand and seal this .M day of r; '~~J~ , 2002-. ~ Witness dd~;/ Robert J. elll STATE OF CALIFORNIA County of ~vnfMD ) ) ss: ) On this the 1~ day of \)t;~'l) ~ I3f2- , 200 -::; , before me, a Notary Public, the undersigned officer, personally appeared Robert 1. O'Neill, known to me or s~tisfactorily proven to be the person whose name is subscribed to the within instrument, and acknowledged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. ~I~ 'PublrL Notary Public R. DUTT COMM. # 1492191 i: G ~ NOTARY PUBLlC-CALlFORNIAtl) ~ SACRAMENTO COUNTY 0 J . COMM. EXP. JUNE 24, 2008 '" ----------....,.....,.~-..,,-.....--......--~ ESTATE OF MARCELLA DEE ASSET/EXPENSE SHEET - EXHIBIT "A" Assets 000 Value Taxable Value Amt Rcv'd AARP Health Care Options (Medicare supplement) - refund $ 159.25 $ 159.25 $ 159.25 AARP Member Services - refund $ 18.40 $ 18.40 $ 18.40 ADT SecurItY-Services (Home Security) - refund $ 156.56 $ 156.56 $ 156.56 Citizens Bank Chkg# 6100731634 (it. w/ Claudia) $ 1,097.20 $ 548.60 $ 6,736.43 Citizens Bank Chka# 6100733084 (it. w/ Claudia) $ 851.39 $425.70 $ 851.39 Coins and medallions - sold (fj) auction - not oer appraisal $ 805.00 $ 805.00 $ 805.00 Costume iewelry - sold (fj) auction - not oer aooraisal $ 1 223.00 $ 1 223.00 $ 1 223.00 Embara . refund $ 20.55 $ 20.55 $ 20.55 FE.GLI (od. directly to 3 children) $ 6024.18 $ - RCVD Fine iewelrv - sold to iewelry dealer - not oer aooraisal $ 1 800.00 $ 1 800.00 $ 1 800.00 Furs - no value donated to Humane Society $ . $ - $ - Income Tax Refund - 2004 amended return $ 735.00 $ 735.00 $ 735.00 Income Tax Refund - 2006 $ 2 903.00 $ 2 903.00 $ 2.903.00 Jewelry - appraised value (to Claudia) $ 623.26 $ 623.26 $ 623.26 MetLife Inc. Stock (57 shares (fj) $58.50) $ 3 334.50 $ 3334.50 $ 3 334.50 MetLife Stock dividend $ 33.63 $ 33.63 $ 33.63 MOAAiLTC Ins.) - refund $ 40.05 $ 40.05 $ 40.05 OPM/Civil Service Retirement (od to children) $ 701.82 $ 701.82 RCVD Personalty (per aooraisal) $ 4,790.00 $ 4,790.00 $ 4,790.00 Shiolev Enerav (oil) - refund $ 265.76 $ 265.76 $ 265.76 Smith Barney Investment Acct #73H-00905 $ 26,008.67 $ 26,008.67 $ 26,008.67 Total $ 51,591.22 $ 44,592.75 $ 50,504.45 * ** * Difference b/w DaD balance and amt rcv'd: $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ 1,097.20 DOD (1.83) post office (142.85) Rustic Tavern (118.65) Sunnyside Restaurant (12.44) post office (955.00) OPM retirement (930.75) DFAS pension (731.00) OPM retirement (134.60) SSA (50.00) Luenda O'Neill (150.00) Ted Grell (705.00) Auer Memorial (100.00) Gloria Hague (140.00) Reg of Wills 7,060.00 Marcy's Mansion 955.00 OPM retirement 930.75 DFAS pension 731.00 OPM retirement 134.60 SSA 6,736.43 ** C/audla keeping everything except bedroom suite; Marlene taking bedroom @ $650.00 (appraised value) Income Amount Citizens Bank Estate Chkina# 620158-566-8 - 2006 interest $ 0.93 Citizens Bank Estate Chkina# 620158-566-8 - 2007 interest $ 66.07 MetLife stock - aain $ 184.44 Smith Barnev Investment Account #73H-00905 $ 423.06 Interest earned on tax refund(2004 amended return) $ 105.84 Total $ 780.34 Expenses Amount Paid To Pay Betra Home Care $ 854.19 $ 854.19 Caoital Tax Collection Bureau (Emnlover Withholdina 4Q06) $ 52.90 $ 52.90 Carlisle Sentinnel $ 173.33 $ 173.33 Citizens Bank - safe deoosit box key fee $ 12.00 $ 12.00 Citizens Bank - service charae $ 2.85 $ 2.85 Citizens Bank - fee $ 0.33 $ 0.33 Claudia O'Neill- PR Commission (Oer fee schedule) $ 3 278.45 $ 3.278.45 Claudia O'Neill - reim. for funeral exoenses $ 708.03 $ 708.03 Claudia O'Neill - reim. for decedent's personal expenses $ 1,316.58 Claudia oaid out-of-oocket $ 1 316.58 Cumberland Law Journal - feaal oublication $ 75.00 $ 75.00 Embara $ 87.70 $ 87.70 Familv Exemotion $ 3 500.00 $ 3500.00l Funeral Exoenses (reimburse Claudia) $ 197.70 $ 197.70 Greenwalt &. Co. (amended 2004 tax return nreoaration) $ 217.50 $ 217.50 Greenwalt &. Co. (2006 income tax return oreoaration) $ 395.00 $ 395.00 Hazen Elder Law -Ieaal fees (estimate) $ 6 000.00 $ 5 080.52 $ 919.48 Line & Line Jewelers - aooraiser fee $ 75.00 $ 75.00 Marlene Gaines - reimburse for funeral exoense $ 164.63 $ 164.63 North Middleton Authoritv - water $ 90.76 $ 90.76 PA Withholdina tax - Personal Care Aamt $ 162.42 $ 162.42 PPL Electric Utilities $ 121.57 $ 121.57 Reaister of Wills - additional short certificates $ 12.00 $ 12.00 Reaister of Wills - add'l orobate fees $ 45.00 $ 45.00 Reaister of Wills - PIT filina fee $ 30.00 $ 30.00 Reaister of Wills - FSA filina fee $ 20.00 $ 20.00 Reserve for final exoenses and taxes $ 3.000.00 $ 3 000.00 Robert O'Neill - reim. for funeral flowers $ 204.58 $ 204.58 Sales and Use Tax - Marcv's Mansion $ 17.70 $ 17.70 Unemplovment Tax - Personal Care Aamt $ 4.76 $ 4.76 Total $ 20,819.98 $ 11,859.34 $ 8,960.64 I TOTAL ASSETS RCV'D & INCOME $ 51,284.79 LESS TOTAL EXPENSES $ 720,819.98) TOTAL $ 30,464.81 LESS INHERITANCE TAX PAID $ (1,388.98) TOTAL $29,075.83 Residuary Beneficiary Percent Distr Prior Distr Net Distr Marlene Gaines 33% $ 9,691.94 $ 650.00 $ 9,041.94 Claudia O'Neill 33% $ 9,691.94 $ 4,763.26 $ 4,928.68 Robert O'Neill 33% $ 9,691.95 $ - $ 9,691.95 Total 100% $29,075.83 $ 5,413.26 $ 23,662.57 DISTRIBUTION SCHEDULE... *** Actual cash distribution may increase or decrease based on interest accrued, market value of assets, presentation of an obligation, and/or payment of additional expenses.