HomeMy WebLinkAbout06-18-08%-~ h)
C ,_.
r ~.
_-`` y
--~ ~ T7
IN RE: : IN THE COURT OF COMMON ~I~E~S
:CUMBERLAND COUNTY, PENN.~4,YANIA ~ -
ESTATE OF DOROTHY L. :ORPHANS' COURT DIVISION ' =`:
BODWELL, DECEASED : N0.21-06-0595 ~;r? ~ ' •• ,' i
.~-
RECEIPT, RELEASE, REFUNDING AND INDEMNITY AGREEMENT
CONCERIVL'~TG DISTRIBUTION FROM ESTATE
THIS AGREEMENT, based upon the family circumstances outlined, is entered into
with the Administrator by each beneficiary, from the date of formalization of his separate
Consent:
1. DOROTHY L. BODWELL died Testate on June 25, 2006.
2. Decedent's Will, dated July 16, 1996, and Codicil dated January 9, 2006,
provided for various specific and general bequests, and designated Joan L. Wels,
as Executrix.
3. Said Will was accepted by the Register of Wills of Cumberland County for
probate on July 6, 2006, and steps necessary to complete the administration were
undertaken by the Executrix.
4. The beneficiaries desire that the distribution of the assets of the Estate be made
without the formality of an Accounting in the Orphans' Court Division of the
Cumberland County, Pennsylvania Court of Common Pleas, and the Executrix
is willing to make this distribution upon the execution of this Agreement.
5. The beneficiaries desire to forever settle and compromise any and all claims and
rights which they may possess, now or hereafter, in the Estate and to confirm
their acceptance of the distribution in satisfaction of the bequest contained in the
decedent's Last Will and Testament.
6. The beneficiaries wish to release the Executrix and to indemnify her against any
and all claims that maybe asserted against the Estate with the Executrix after the
date hereof.
7. The Executrix is willing to make a distribution of informal settlement of the
Estate in consideration of the indemnification and agreements hereinafter
provided by the beneficiaries.
NOW, THEREFORE, in consideration of the foregoing and intending to be legally
bound hereby, jointly and severally, the Beneficiaries do, for themselves, their heirs, personal
representatives, successors and assigns, agree as follows:
A. Represent and warrant that they have read and they understand this Agreement
and confirm that the facts set forth above are true and correct, to the best of their
knowledge, information and belief.
B. Declare that they have sufficient information to make an informed waiver of their
right to a formal accounting with the Court, and do hereby waive the filing and
auditing of said formal accounting.
C. Acknowledge that the distributive share as provided by the Executrix shall be in
satisfaction of their respective entitlements under the Will.
D. Release, remise, quitclaim and forever discharge the Executrix, her heirs,
personal representatives, successors and assigns, from and against all claims that
they, as residuary beneficiaries of the Estate, had, now have, or may in the future
have in connection with the Estate.
E. Agree to refund, on demand, all or any part of their proportionate share of any
aforesaid distribution, which has been determined by the Executrix, or by the
Court, or by any court of competent jurisdiction, to have been improperly made.
F. Agree to indem nify and hold harm less the Executrix, her heirs , pers onal
representatives, successors and assigns, from and against any and all claims, loss,
liability or damage (whether or not related to the negligence of the Executrix)
that may hereafter be asserted against the Estate or against the Executrix.
G. Agree to execute such additional documents as may be necessary to effectuate
the agreements set forth herein.
H. Acknowledge that this Agreement shall be governed by and construed in
accordance with the laws of the Commonwealth of Pennsylvania.
Consent to the Court exercising personal jurisdiction over them in any suit or
action arising out of the enforcement of this Agreement.
IN WITNESS Wf~REOF, the beneficiaries have set their hands and seals to the
Consents attached hereto, to be effective as of the date first above written.
CONSENT TO RECEIPT, RELEASE
REFUNDING AND INDEMNITY AGREEMENT
CONCERNING DISTRIBUTION FROM ESTATE
The undersigned, JOAN L. WELS, a beneficiary of the Last Will and Testament of
DOROTHY L. BODWELL, Deceased, hereby consents to the Receipt, Release, Refunding
and Indemnity Agreement Concerning Distribution From Estate, a copy of which has been
provided to her. The undersigned also acknowledges receipt of her share of the Estate, as more
particularly described in the aforesaid Agreement, subject to all the terms and conditions
specified therein.
,.
r .~~.,
AN L. WELS
COMMONWEALTH
COUNTY OF
On this, the 1
Public, the undersigned
PENNSYLVANIA
SS.
~ day of , 200 ,before me, a Notary
icer, personally peared JOAN L. WELS, known to me to be the
person whose name is subscribed to the within instrument, and acknowledged that she
executed the same for the purpose therein contained.
IN WITNESS WHEREOF, I have hereu y hand and otarial Seal.
COMMONWEALTH OF PENNSYi.VANIA
N0~"~ see OT P IC
Janet S. Gore, Notary Public
Dillsburg t3oro, York County
My Commission E~ires Oct. 25, 2010
rAember, Pennsylvania AssoCiatlon of Notaries
CONSENT TO RECEIPT, RELEASE
REFUNDING AND INDEMNITY AGREEMENT
CONCERNING DISTRIBUTION FROM ESTATE
The undersigned, DAVID L. LEHMER, a beneficiary of the Last Will and Testament
ofDOROTHI'L. BODWELL, Deceased, hereby consents to the Receipt, Release, Refunding
and Indemnity Agreement Concerning Distribution. From. Estate, a copy of which has been
provided to him. The undersigned also acknowledges receipt of his share of the Estate, as more
particularly described in the aforesaid Agreement, subject to all the terms and conditions
specified therein.
.,
l '
DAVID L. LEHMER
STATE OF OHIO .
SS.
COUNTY OF a ~' ~-~~ .
On this, the i ~~ day of ~ r ~ ' , 2007, before me, a Notary
Public, the undersigned officer, personally appeared DAVID L. LEHMER, known to me to
he the person whose name is subscribed to the within instrument, and acknowledged that he
executed the same for the purpose therein contained.
IN WITNESS WHEREOF, I have hereunto ~~t my hand and Notarial Seal.
ARY