HomeMy WebLinkAbout08-08-08FAMILY SETTLEMENT AGREEMENT WAIVING FILING OF ACCOUNT
AGREEMENT executed this - S ~ day of ~~ , 2008, BY AND
BETWEEN ANDREA M. GESSNER NOW KNOWN AS ANDREA M. CUCCIUFFO,
Executor of the Will of Marianne T. Gessner, Deceased ANDREA M. GESSNER N/K/A/
ANDREA M. CUCCIUFFO, individually, and ROLAND T. GESSNER:
WITNESSETH:
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WHEREAS, Marianne T. Gessner died on December 21, 2007, having first made and
published her Last Wi11 and Testament, in which she named Andrea M. Gessner n/k/a Andrea M.
Cucciuffo as Executor. A true and correct copy of said Will is attached hereto, made a part
;hereof and marked as Exhibit A; and r~ -~
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WHEREAS, on January 22, 2008, said Will was duly probated by the Refer oJills of
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1orthampton County, Pennsylvania, and Letters Testamentary granted thereoxitc'?lidreI. , _
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Gessner n/k/a Andrea M. Cucciuffo as Executor; and ~~' ,,
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WHEREAS, the Executor has proceeded with the administration of said estate an`~ has
prepared her First and Final Account and Schedule of Distribution. A true and correct copy
thereof is attached hereto, made a part hereof and marked as Exhibit B; and
WHEREAS, the Executor has satisfied all specific bequests under the terms of decedent's
Last Will and Testament and has also made advance and partial distributions of the residue of the
estate. Original Receipt, Release and Refunding Bonds duly executed by named beneficiaries are
attached hereto, made a part hereof and marked as Exhibit C; and
WHEREAS, the parties hereto desire that the Executor shall not be required to file said
Account with the Orphans' Court of Northampton County, and that the net estate of the decedent
shall be distributed without the necessity of filing a formal account.
NOW THEREFORE, the parties hereto intending to be legally bound hereby, mutually
agree as follows:
1. The parties hereto, and each of them, agree and acknowledge that they have
fully and carefully examined the First and Final Account of Andrea M. Gessner n/k/a Andrea M.
Cucciuffo, Executor of the Estate of Marianne T. Gessner, Deceased, and Schedule of
:Distribution relating thereto, and find them to be true and correct, and acceptable to the parties
]Hereto and each of them, and further that each of them has received a copy of this Agreement and
of the said Account and Schedule of Distribution.
2. The parties hereto do hereby release, remise and forever discharge the Estate of
lvlarianne T. Gessner and Andrea M. Gessner n/k/a Andrea M. Cucciuffo, Executor, of and from
all manner of acts, suits, claims, accounts, accountings, debts, dues and demands whatsoever
which they or any of them or their legal representatives or assigns may at any time hereafter have,
against the Executor, the said Estate or the assets thereof, from, for, touching or concerning any
of the assets and property of the said Estate and/or any claim or interest thereto or therein, and
tlhe administration, management, collection, sale or distribution of any of the said assets and for or
on account of any money, interest, income, assets or proceeds out of the same, from the time of
the death of the said decedent to and including the date of this Agreement and release.
3. This instrument is a full and final Family Settlement Agreement by and among
the parties hereto, both fiduciary and individual, all of the same having been arrived at, concluded
and executed after a full and complete disclosure of the assets of the said estate and the rights of
the parties therein and thereto and all of the parties hereto, and each of them, agrees to abide by
the terms hereof.
4. The parties hereto, and each of them, agree that they will at all times in the
future and whenever necessary, appropriate or convenient, make, execute and deliver to the said
Executor, and/or to the party or persons, any and all instruments, documents, conveyances, deeds,
releases or other instruments of any kind necessary or convenient to carry out the intention of this
Agreement and/or to permit, assist and enable the Executor to fulfill her duties with reference to
the said estate and all of the assets thereof.
5. This Agreement constitutes the entire understanding among the parties hereto,
cued each of them acknowledges that no representations or statement of any kind, written or oral,
leave been made to them or any of them prior hereto by the Executor or by any other person or
party upon their behalf.
6. This Agreement shall enure to the benefit of and shall be binding upon, the
parties hereto, and each of them, their heirs, executors, administrators, successors and assigns.
IN WITNESS WHEREOF, the parties hereto have hereunto set their respective hands and
seals the day and year first above written.
WITNESS:
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ESTATE OF MARIANNE T. GESSNER
1
By
Andrea M. Gessner n/k/a
Andrea M. Cucciuffo
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ANDREA M. GESSNER n/k/a
ANDREA M. CUCCNFFO, In ividually
ROLAND T. GESSNER
4. The parties hereto, and each of them, agree that they will at all times in the
future and whenever necessary, appropriate or convenient, make, execute and deliver to the said
Executor, and/or to the party or persons, any and all instruments, documents, conveyances, deeds,
releases or other instruments of any kind necessary or convenient to carry out the intention of this
Agreement and/or to permit, assist and enable the Executor to fulfill her duties with reference to
the said estate and all of the assets thereof.
5. This Agreement constitutes the entire understanding among the parties hereto.
and each of them acknowledges that no representations or statement of any kind, written or oral,
have been made to them or any of them prior hereto by the Executor or by any other person or
.party upon their behalf.
6. This Agreement shall enure to the benefit of and shall be binding upon, the
parties hereto, and each of them, their heirs, executors, administrators, successors and assigns.
IN WITNESS WHEREOF, the parties hereto have hereunto set their respective hands and
seals the day and year first above written.
'~VITNES S
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ESTATE OF MARIANNE T. GESSNER
By r ~ 1 l,G~e
Andrea M. Gessner n/k/a ,/
Andrea M. Cucciuffo
ANDREA M. GESSNER n/k/a
ANDREA M. CUCCNFFO, In ividually
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ROLAND T. GESSNER
REGISTER OF WILLS
CUMBERLAND COUNTY
PENNSYLVANIA
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CERTIFICATE OF
GRANT OF LETTERS
No . 2008- 00076 PA No . 21- D8- 0076
Estate Of : MARIANNE T GESSNER
(First, Middle, Last)
Late Of : LOWER ALLEN TOWNSHIP
CUMBERLAND COUNTY
Deceased
Social Security No: 188-54-4345
WHEREAS, on the 22nd day of January 2008 an instrument dated
UfVDATED
MARIANNE T GESSNER
/First, M%ddle, Lasti
late of LOWER ALLEN TOWNSH/P, CUMBERLAND County,
who died on the 21st day of December 2007 and
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, GLENDA EARNER STRASBAUGH Register of Wi11s in and
for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby
certify that I have this day granted Letters TESTAMENTARY to:
ANDREA M GESSNER and N/K/A ANDREA M CUCCIUFFO
who have duly qualified as EXECUTOR(R/X)
and have agreed to administer the estate according to law, all of which
fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE,
CAR,! iSLE, PENNSYL VANIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my office on the 2Lnd day of Jar,ua~ y 2000.
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Register' of Wills ;J~%
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EXHIBIT "A"
* *NOTE* * ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST)
LAST WILL AND TESTAMENT
I, MARIANNE T. GESSNER, of Lower Allen Township, County of
Cumberland and Commonwealth of Pennsylvania, being of sound mind,
memory and understanding, do make, publish and declare this to be my
Last 'v9ill and Testar;~ent, hereby revoking and making voiu all former
wills, codicils and other testamentary dispositions by me at any time
heretofore made.
1.
I direct my executrix, hereinafter named, to pay as soon as prac-
ticable after my decease all my just debts and the expenses of my last
illness and burial.
2.
I give, devise and bequeath all the rest, residue and remainder of
my estate, whatsoever and wheresoever situate, unto my children, Andrea M.
Lessner aiid Roland Lessner, equally, share and share alike.
3.
I nominate, constitute and appoint my daughter, Andrea M. Lessner,
executrix of this my Last Will and Testament. Should my said daughter fail
to qualify or cease to act as executrix, I hereby appoint my son, Roland
Lessner, executor of this my Last Will.
4.
I direct that my personal representative, as well as her
successor, shall not be required to give bond for the faithful per-
formance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I, MARIANNE T. GESSNER, the Testatrix,
have hereunto set my :land and seal to this my Last Will and Testament
this day of November, 1988.
~~~~tEe_ 1..`-_,ry~c,~~~ ;~ °~,°--tr~..c' (SEAL)
Marianne T. Gessne~
Signed, sealed, published and declared by the above named
MARIANNE T. GESSNER as and for her Last Will and Testament in the pres-
ence of us, who, at her request and in her presence and in the presence
of each other have hereunto subscribed our names as witnesses thereto.
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ACKNOWLEDGEMENT
COMMONWEALTH OF PENNSYLVANIA )
ss:
COUNTY OF CUMBERLAND )
I, MARIANNE T. GESSNER, Testatrix, whose name is signed to the
attached or foregoing instrument, having been duly qualified according
to law, do hereby acknowledge that I signed and executed the instrument
as my Last Will; that I signed it willingly; and that I signed it as my
free and voluntary act for the purposes therein expressed.
Sworn to and acknowledged before me by ;.1AP.IANNE T. GESSNER, the
Testatrix, this ,~~nd day of November, 1988.
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IRECH11~de~'a%~Ri~ RORU, ~ut~~i;~.,'c~~ "aUNTY _
Atto _ ~I~~'rt~sy~ ania
Ma~t-D~r,. i~e;,s.s;~irania Asaoci~iiUa ut Notaries
AFFIDAVIT
Commonwealth of Pennsylvania )
County of Cumberland )ss.
We, William L. Sunday and Mary H. Yates the witnesses
whose names are signed to the attached or foregoing instrument, being duly
qualified according to law, do depose and say that we were present and saw
the Testatrix sign and execute the instrument as her Last Will; that the
Testatrix signed willingly and executed it as her free and voluntary act
for the purposes therein expressed; that each subscribing witness in the
hearing and sight of the Testatrix signed the Will as a witness; and that
to the best of our knowledge the Testatrix was at that time 18 or more years
of age, of sound mind and under no constraint or undue influence.
Sworn to or affirmed and subscribed to before me by William L. Sunday
and Mary H. Yates witnesses this day of November, 1988.
Witness ~ ~ _ :~ 1_....
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Nota~y(~ab ~(i c
.lEFF•r~'~' ~4. SUNDAY, NdTARY PU9LIC
`N!~ ~sl~`"p `:`~:,'1~'E`~F4R~lU~I~TI~v
Ml+whta«a. ; :.;;;va,~i~ Atsacfation of Notaries
KARL KLINE P.C.
Attorney at Law
Register of Wills
Attention: Wanda Ziegler
Cumberland County
1 Courthouse Square
Carlisle, PA 17013-3387
August 6, 2008
Re: Estate of Marianne Lessner
File No. 21-08-0076
Dear Ms. Ziegler:
KARL H. KLINE, ESQUIRE
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Enclosed please find a Family Settlement Agreement Waiving Filing of Account
with Informal Account attached for filing. In addition, I have enclosed a check payable
to Register of Wills in the amount of $35.00 representing a filing fee of $20.00 for the
Family Settlement Agreement and $15.00 for the Informal Account.
In addition, I would appreciate it if you would date stamp the copy of the first
page of the Family Settlement Agreement and return it to me in the envelope provided.
Should you have any questions, please do not hesitate to contact me. Thank you for your
assistance.
Very truly yours,
EWW:ms
KARL KLINE P.C.
Ellen W. Wolff
Legal Assistant
2925 William Penn Highway • Suite 301 • Easton, Pennsylvania 18045-5283
Phone 610-559-8668 • Fax 610-559-9281 • E-mail karlC~karlkline.com