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HomeMy WebLinkAbout03-19-10S~~ Family Settlement Agreement To: Kim L. Rickert, Heir The following "Family Agreement" is a final accounting of the estate of Ben H. Rickert, 101 Homers Road, Carlisle, PA The above passed away on January 11, 2007. Granted letters Testamentary to: Robert C. Rickert to serve as Executor of the Estate of Mr. Ben Rickert on 2°d Day of February 2007. Attached to this is a final accounting of the Estate. Should you find this document with attachment to be inclusive and in order, please sign and have signature notarized and return notarized agreement only to: Robert C. Rickert, 224 Tyler Street, Athens, PA 18810. Each of the heirs will receive a copy of this agreement with attachment. Final distribution of the assets of the Estate will not be made until all agreements are returned. This agreement also serves, upon final distribution of the assets, to conclude the Executors duties with respect to the Estate. _ Agreed To: Kim L. Rickert State of T~ a ~ ,County of ~ a, ~ l a, g , ss: On this day, personally appeared before me I -'n' ' ~, V' , To me known to be the person described in and who executed the within and foregoing instrument, and acknowledged that he/she signed ashis/her voluntary act and deed, for the uses and purposes therein mentioned. Witness my hand and official seal hereto affixed This ~ day of ~~ IU r ~-~. ~ ~ n _„ ~/ ~ ,,`,~Ny~. Notary Public ~n and for the State of ~. f C Gj, S ;~ ` ~ tuTt~r ~ N - a MY COMMISSION EXPIRES My Commission expires a ~ ~ Attachment: A Final Accounting of the Estate of Ben H. Rickert /~~ ~ ~ - ~'7-fl cos FAMILY SETTLEMENT AGREEMENT Estate Of: Ben H. Rickert 101 Hornets Rd. Carlisle, PA 17015 SSAN : 160-16-0022 Deceased: January 11, 2007 File #: 2107-0105 . rt ~J..i W f _ ,. I . _ ~ ./ i t~J s-i i. ~ .. ..~ ,_~_~ ~ ~ .. _~ t::.T~ ' ~.'~ ~•~ N =~ C W) ~~ ~ _ ,; CA s~ S~~ Family Settlement Agreement To: Kim L. Rickert, Heir The following "Family Agreement" is a final accounting of the estate of Ben H. Rickert, 101 Homers Road, Carlisle, PA The above passed away on January 1 1, 2007. Granted letters Testamentary to: Robert C. Rickert to serve as Executor of the Estate of Mr. Ben Rickert on 2°d Day of February 2007. Attached to this is a final accounting of the Estate. Should you find this document with attachment to be inclusive and in order, please sign and have signature notarized and return notarized agreement only to: Robert C. Rickert, 224 Tyler Street, Athens, PA 18810. Each of the heirs will receive a copy of this agreement with attachment. Final distribution of the assets of the Estate will not be made until all agreements are returned. This agreement also serves, upon final distribution of the assets, to conclude the l~xecutors duties with respect to the Estate. Agreed To: Kim L. Rickert State of Te~x,C~,~ ,County of ~ Q, ~ 1 Q, ~ , ss: On this day, personally appeared before me i m" ~ ~. ~' , To me known to be the person described in and who executed the within and foregoing instrument, and acknowledged that he/she signed ashis/her voluntary act and deed, for the uses and purposes therein mentioned. Witness my hand and official seal hereto affixed This ~ day of ~e b r r-~ .~ ~ C ~ r /1 .,, ' ~ ~ ~a~uN~~~~ Notary Public in and for the State of ~~' f C Gj, S ::,~`' ;•~ ~~ ~, '_*~ ~= MY COMMISSION EXPIRES M Commission ex Tres ~. ~~'' "'~'~~ ~' 12 2ot2 Y p 1~ Attachment: A Final Accounting of the Estate of Ben H. Rickert Family Settlement Agreement To: Gregory L. Kern, Heir The following "Family Agreement" is a final accounting of the estate of Ben H. Rickert, 101 Homers Road, Carlisle, PA The above passed away on January 11, 2007. Granted letters Testamentary to: Robert C. Rickert to serve as Executor of the Estate of Mr. Ben Rickert on 2"d Day of February 2007. Attached to this is a final accounting of the Estate. Should you find this document with attachment to be inclusive and in order, please sign and have signature notarized and return notarized agreement only to: Robert C. Rickert, 224 Tyler Street, Athens, PA 18810. Each of the heirs will receive a copy of this agreement with attachment. Final distribution of the assets of the Estate will not be made until all agreements are returned. This agreement also serves, upon final distribution of the assets, to conclude the Executors duties with respect to the Estate. A eed To: ~.. egory L. Kern ,~~ State of ~ ~ ~~ ,County of , ss: 3 ~ Z '~ - e'~`~ t On this day, personally appeared before me To me known to be the person described in and who executed the within and foregoing instrument, and acknowledged that he/she signed ashis/her voluntary act and deed, for the uses and purposes therein mentioned. Witness my hand and official seal hereto affixed This day of ~~ 2~ ~b ~, ~ ~ Notary Public in and for the State of ~ v~~~ My Commission expires ~ ~ -) D ~ Z ~ ~ l _C~~UtiVI'E~~TH OF pEN?~ISYLVANIA NO`I'.ARIAL. SEAL Attachment: A Final Accounting of the Estate of Ben H. Rickert Ronald E. Flebotte> Notary Public State College :Borough, Centre County My conunission expires November 10, 2011_ ~n~y ~~'4~ To: JoAnn Kern, Heir Family Settlement Agreement The following "Family Agreement" is a final accounting of the estate of Ben H. Rickert, 101 Homers Road, Carlisle, PA The above passed away on January 11, 2007. Granted letters Testamentary to: Robert C. Rickert to serve as Executor of the Estate of Mr. Ben Rickert on 2nd Day of February 2007. Attached to this is a final accounting of the Estate. Should you find this document with attachment to be inclusive and in order, please sign and have signature notarized and return notarized agreement only to: Robert C. Rickert, 22,4 Tyler Street, Athens, PA 18810. Each of the heirs will receive a copy of this agreement with attachment. Final distribution of the assets of the Estate will not be made until all agreements are returned. This agreement also serves, upon final distribution of the assets, to conclude the b;xecutors duties with respect to the Estate. Agreed To: ,~"~ JoAnn Kern ,~ State of ~ ,County of ~ , ss: this day, perg6na~~y,appeared before me ~Po To me knou~fi to be the person described in and who executed the within and foregoing instrument, and acknowledged that heJshe signed ashis/her voluntary act and deed, for the uses and purposes therein mentioned. Witness my hand and official seal hereto affixed or -aeb ,~blU Notary Public rand for i ~- of CnMMONW~~L~~ ~~ pENNSY~vHi Notarial Seal Public Sonja Anita Bupp, Notary Doylestown Boro, Bucks County _ .,___:..~;,,., GYnir'es AuS~.7, 2012 ~ /~ Memh My Commission expires dL Attachment: A Final Accounting of the Estate of Ben H. Rickert Family Settlement Agreement To: Kelly L. Rickert, Heir The following "Family Agreement" is a final accounting of the estate of Ben H. Rickert, 101 Homers Road, Carlisle, PA The above passed away on January 11, 2007. Granted letters Testamentary to: Robert C. Rickert to serve as Executor of the Estate of Mr. Ben Rickert on 2"d Day of February 2007. Attached to this is a final accounting of the Estate. Should you find this document with attachment to be inclusive and in order, please sign and have signature notarized and return notarized agreement only to: Robert C. Rickert, 224 Tyler Street, Athens, PA 18810. Each of the heirs will receive a copy of this agreement with attachment. Final distribution of the assets of the Estate will not be made until all agreements are returned. This agreement also serves, upon final distribution of the assets, to conclude the l~xecutors duties with respect to the Estate. Agreed To: • Kelly L. Rickert State of ~,J ~ ~ ,Count of S C~ ss: ~Ve y y v ~ On this day, personally appeared before me < < ~4 ~- , To me known to be the person described in and who executed the within and foregoing instrument, and acknowledged that he/she signed as his/her voluntary act and deed, for the uses and purposes therein mentioned. Dard A. gawetinp Notary Public in and for the State of ~ ~ Q ~ ,~ state of Wew York _ ~w~0, 010pgp24319 My Commission expires v ©~, ~ ~y 1 ~~ Attachment: A Final Accounting of the Estate of Ben H. Rickert ~~~ Witness my hand and official seal hereto affixed I This day of ~ c~~ ~ ~/r~ Family Settlement Agreement To: Andrew S. Rickert, Heir The following "Family Agreement" is a final accounting of the estate of Ben H. Rickert, 101 Homers Road, Carlisle, PA The above passed away on January 11, 2007. Granted letters Testamentary to: Robert C. Rickert to serve as Executor of the Estate of Mr. Ben Rickert on 2nd Day of February 2007. Attached to this is a final accounting of the Estate. Should you find this document with attachment to be inclusive and in order, please sign and have signature notarized and return notarized agreement only to: Robert C. Rickert, 224 Tyler Street, Athens, PA 18810. Each of the heirs will receive a copy of this agreement with attachment. Final distribution of the assets of the Estate will not be made until all agreements are returned. This agreement also serves, upon final distribution of the assets, to conclude the l~xecutors duties with respect to the Estate. Agreed To: _._.. Andrew S. Rickert State of /P~ ^~' ~ Y ~~Q'`' ~'' ,County of ~~^ d`~ r ~ , ss: On this day, personally appeared before me 5= ~ c~~ , To me known to be the person described in and who executed the within and foregoing instrument, and acknowledged that he/she signed as his/her voluntary act and deed, for the uses and purposes therein mentioned. Witness my hand and official seal hereto affixed This ,~ ~''~ day of ~a `~~ O O Notary Public in and for the State of /"~n n/ y ~~a.,.' C., (.~C~i~t~%~~afi~~~a°~i4~.r~:_T~-~ C~~' k~'~~~~1r1 `efAN~A ~rot~rial deal My Commission expires Lina~ ~ ,~ ._ ~otiterr;: a ~ev~a., k3r~t~torcl County ~Y C~rr~~nis~~on ~xpsres Nc . 201 Attachment: A Final Accol~~.6~1 e~ 'ckert Family Settlement Agreement To: Robert Rickert, Heir The following "Family Agreement" is a final accounting of the estate of Ben H. Rickert, 1 O 1 Homers Road, Carlisle, PA The above passed away on January 11, 2007. Granted letters Testamentary to: Robert C. Rickert to serve as Executor of the Estate of Mr. Ben Rickert on 2°d Day of February 2007. Attached to this is a final accounting of the Estate. Should you find this document with attachment to be inclusive and in order, plea.5e sign and have signature notarized and return notarized agreement only to: Robert C. Rickert, 224 Tyler Street, Athens, PA 18810. Each of the heirs will receive a copy of this agreement with attachment. Final distribution of the assets of the Estate will not be made until all agreements are returned. This agreement also serves, upon final distribution of the assets, to conclude the 1?xecutors duties with respect to the Estat~e..~ Agreed To: G obert Rickert State of ~~---~'~ ~ ~-~ lam-- Count of ss: F ~ y ~ ~ _. On this day, personally appeared before me `~ /. ~ a--- ~ ~ ~_, ~ , To me known to be the person described in and who executed the within and foregoing instrument, and acknowledged that he/she signed as his/her voluntary act and deed, for the uses and purposes therein mentioned. Witness my hand and official seal hereto affixed %U~'~ This ~~ ~ da of v Y Notary Public in and for the State of ~' ~._.- My Commission expires ~ ~ ~~ ~ ~ -~ ~~ l :iUSAN M. ECKHARDT Attachment: A Final Accounting of the Estate of Ben H. Rickert Notary- Fubrc, state of New York No. 49b7655 Residing i :~ Broome Coun-tyc~-~ !#lly commission expires ~~~~ v / _/ O FIRST AND FINAL ACCOZfNT OF ROBERT C. RICKERT, EXECUTOR OF THE ESTATE OF BEN H. RICKERT, LATE OF MIDDLESEX TOWNSHIP, CUMBERLAND COi~~tTY, PENNSYLV~4-NIA, DECEASED BEN H. RICKERT DIED ON JANUARY ii, 2447 ESTATE NO 2i 0'7-01t}5 DEBITS PRINCIPAL OF PERSOIYAT., ES'T`ATE The Accountant charges himself with items of principal of personal estate received by him as foilo~vs: Febr~~ary 2, 2007 Checking Account # 1671022114 Sovereign Bank, Carlisle, PA AIG Annunity # VP215601 Sovereign Bank, Carlisle, PA All State Annunity # GA17266417 Sovereign Bank, Carlisle,. PA Premier Money Market Savings # 167406963 Sovereign Stank, Carlisle, PA Certificate of Deposit # 1675204745 Sovereign Bank, Carlisle, PA Certificate of Deposit # 1675206435 Sovereign Bank, Carlisle, PA Certificate of Deposit # 1675457111 Sovereign Bank, Carlisle, PA Certificate of Deposit # 1675518904 Sovereign Bank, Carlisle, FA Certificate of Deposit # 6140764769 Citizens Bank, Carlisle, PA 2,055.37 :$ 20,136.57 $ 50,376.43 :~ 25,697.48 14,552.94 45,759.74 4,899.31 9,702.53 ~; 20,201.77 // Certifcate of Deposit # 6140874777 Citizens Bank, Carlisle, PA Prudential Money Market # R4S818432-A Philadelphia, PA Sale of Household Goods Sale of Car Sale of Tools and Equipment Yeagers Personnel Care Home Refund Highmark v1>urance Refund Fed Tax Refund 2006 Taxes Nationwide Insurance Refund Aero Engery Refund PA Tax Refund - 2007 Home Insurance Refund Estate Tax Refund Federal Tax Refund 29,506.69 2,165.64 $ 3,099.50 $ 1,500.00 2,050.00 .$ 2,310.81 23 8.98 30.00 ;~ 23.60 ,$ 338.12 141.65 259.00 $ 761.41 1,282.00 /oL T©tal $237,089.54 Il~iCOME OF PERSONAL ESTATE The Accountant charges himself with items of income personal estate received by him as follows: Interest Certif cafes of Deposit -Sovereign Bank $ 5,210.02 Interest Certificates of Deposit -Citizens Bank $ 2,014.20 Interest Money Market -Sovereign Bank $ 1,266.65 Interest AIG Annunity -Sovereign Bank $ 2,247.03 Interest All. State Annunity -- Sovereign Bank $ 883.60 Total PRINCIPAL OF CONVERTED REAL ESTATE $ 11,621.50 The Accountant charges himself with items of principal of converted real estate received by hi~n, as follows: Dwelling house and lot in Middlesex Township, , Cumberland Co., PA $ i 63,080.00 Total TOTAL PRINCIPAL OF PERSONAL ESTATE TOTAL INCOME OF PERSONAL ESTATE TOTAL PRINCIPAL OF CO1~iVERTED REAL ESTATE $163,080.00 $237,089.54 $ 11,621.50 $163,080.00 !3 Total Debits $411,791.04 CREDITS AD~IINISTRA.TIQN EXPENSES, ETC The Accountant claims credit for items of administration expenses, etc paid by him, as follows: Death Certificates for Evelyn Rickert Short Certificates Funeral Expenses Burial Plot Probate Register of Wills Register of Wills - PA Estate Tax 2004 Amended Pa Tax 2004 Amended US Treasury Tax Penalty -Interest for 2004 US Treasury Tax Tax Preparation - 04 - 07 - 08 Checks for Estate Account Hartzel Eye Doctor Philip Carey MD Home Insurance Home Appraisal Property Survey Property c~ School Tax 20t?7 - 2008 Tax on Annunities Septic Pumped Phone Bills Aero Energy -heating PPL -Electric Utility Bills from Nov. 06 -- Jan 07 Miscellaneous Fees/repair bills Executor Travel Fees Total Total Debits Total Credits $ 45.00 $ 12.00 $ 1,775.60 $ 2,715.00 $ 353.00 $ 80.00 $17,963.24 $ 138.00 $2,566.00 $1,321.26 $ 300.00 $ 19.35 $ 154.26 $ 50.00 $ 659.00 $ 325.00 $2,305.00 $3,042.20 $1,196.00 $ 260.00 $ 30.85 $2,145.0(? $ 213.50 $ 438.19 $ 271.25 $ 653.92 $39,062.62 $411,791.04 $ 39,062.62 iy Balance $372,728.42 Disbursement: Robert Rickert 43% _ $1.60,273.22 Jo Ann. Kern 43% - $160,273.22 Kim L. Rickert 2% _ $ 7,454.57 Kelly L. Rickert 2% - $ ?,454.57 Andrew S. Rickert 2°/a = $ 7,545.57 Sonya M. Neil 2% _ $ 7,545.57 Richard A. Rickert 2% - $ 7,545.57 Lindsay E. Kern 2% _ $ 7,545.57 Gregory L. Kern 2% - $ 7,545.57 Total 100% _ $372,728.42 Disbursed: Jo Ann Rickert $40,000.00 Robert Rickert $40,000.00 Kim Rickert $ 5,000.00 Kelly Rickert $ 5.000.00 Andrew Rickert $ 5,000.00 Sonya Neale $ 5,00(1.00 Richard Rickert $ 5,000.00 Lindsay Kem $ 5,000.00 Gregory Kern $ 5,000.00 Total $115,000.00 JoAnn Rickert $1 60,273.22 - $40,000 = 120,273.22 Robert Rickert $1 60,273.22 - $40,000 = 120,273.22 Kim Rickert $ 7,454.57 - $ 5,000 = 2,454.57 Kelly Rickert $ 7,454.57 - $ 5,004 = 2,454.57 Andrew Rickert $ 7,454.57 - $ 5,000 = 2,454.57 Sonya Neale $ 7,454.57 - $ 5,000 = 2,454.57 Richard Rickert $ 7,454.57 - $ 5,000 = 2,454.57 Lindsay Kern $ 7,454.57 - $ 5,000 = 2,454.57 Gregory Kern $ 7,454.57 - $ 5,000 = 2,454.57 $134,110.14 FIRST AND FINAL ACCOUNT OF ROBERT C. RICKERT, EXECUTOR OF THE ESTATE OF BEN H. RICKERT, LATE OF MIDDLESEX TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED BEN H. RICKERT DIED ON JANUARY 11, 2007 $160,473.28 $7,463.87 ESTATE NO. DEBITS PRINCIPAL QF PERSONAL ESTATE Checking Acct. # Sovereign $2,055.37 Annunity # Prudiential $2,165.64 Annunity # All State '" $51,260.03 Annunity # AIG $22,383.60 CD # 1 fi75518904 Sovereign $9,702.53 CD# 167520fi435 Sovereign $45,759.74 C D# 1675204745 Sovereign $'! 4, 552.94 CD# 1675457111 Sovereign $4,899.31 GD# fi140874777 Gitizens $29,506.69 GD# fi1408747fi9 Citizens $20,201.77 Money Market 1 fi74fi09fi63 Sovereign $25,fi97.48 Household Goods $3,119.50 Car $1,504.00 Tools 8~ Equipment $2,050.00 Yeagers Personnel Care Home refund $2,165.64 Highmark Insurance Refund $238.98 Fed Tax Refund 2006 Taxes $30.OQ Nationwide Insurance Refund $23.50 Aero Energy Refunr~ $338.12 PA Refund $141.65 Home Insurance Refund $259.04 Total...... .......... .......... $238,051.59 INCOMES OF PERSONAL ESTATE Interest CD -Sovereign $5,209.99 Interest CD -Citizens $2,214.82 Interest Money Market $1,266.65 fn#erest Annunity AIG $2,247.03 Interest Annunity All State $883.60 Interes# Annunity Prudential $0.00 Total ........................... $11,822.09 PRINCIPAL 4F G4NVERTED READ ESTATE Dwelling house and lot in Middlesex Township Cumberland Go., PA Total ......................... $163,080.00 CREDITS ADMINISTRATION EXPENSES, ETC. Death Certificates $45.00 Short Certificates $12.00 Funeral Ex~nses $1,775.60 Burial Plot $2,715.00 Probate $353.00 Register of Wills $80.00 Register of Wills - Pa Estate Tax $17,963.24 2004 Amended PA Tax $138.00 2004 Amended US Treasury $2,5fifi.00 Penalty -Interest for 2004 US Treasury $1,321.26 Tax Preparation - 04 - 07 - 08 $300.00 Checks for Estate Account $19.35 Hartzel Eye Doctor $184.26 Philip Carey MD $50.00 Home Insurance $659.00 Executor Travel Fees $fi53.92 Home Appraisal $325.00 Property Survey $2,305.00 Property & School Tax - 2007 - 2008 $3,739.59 ~~ /7~i i Tax on Annunities $1,196.00 l4Aiscellaneous Fees/Bills $271.25 Sepfic Pumped $260.00 Embarf Phone bill $30.85 Aero Engery -Heating $2;,145.00 PPL -Electric $213.50 Utility Bills from Nov. 06 -Jan. 07 $438.19 Total ............... $39, 760.01 Total Debits $412,953.68 Total Credits $39,760.01 Cash $373,193.67 Checking 134,143.12 Jo Ann Rickert ($40,000.00) Robert C. Rickert ($40,000.00) Kim Rickert ($5,OQ0.00) Kelly Rickert {$5,000.00} Andrew Rickert ($5,000.00) Sonya Neale ($5,000.00) Richard Rickert ($5,000.00) Lindsay Kern {$5,000.00) Gregory Kern {$5,000.00} $258,193.67 Jo Ann Rickert $160,473.28 Robert Rickert $160,473,28 Kim Rickert $7,463.87 Kelley Rickert $7,463.87 Andrew Rickert $7,463,87 Sonya Neale $7,463.87 Richard Rickert $7,463.87 Lindsay Kem $7,463,87 Gregory Kern $7,463.87 /~' 91Z2f2oo8 A t ccoun s Annunity Cashed in $51,260.03 Distri.~n Jo - 43% $159,453.55 Annuni#y Cashed in $22,372.04 Paid 2007 ($40,000.00) Balance $119,453.55 Rick - 43% $159,453,55 Checking $134,110.14 House * See Below $163, 084.00 Kim - 2% $7,4'16.44 To#af Asse#s $370,822.21 Paid 2007 {$5,000,00) Balance $2,415.44 House Kelley - 2% $7,416.44 Paid 2007 {$5,000.00} Appraisal $182,000.00 Balance $2,416.44 Real Esta#e Fee {$10,920.00) Executors Fee ($8,000.00} Andy - 2% $7,416.44 Paid 2007 ($5,x00,00) Balance $2,416.44 Home Value $163,480.00 Sonya - 2°f° $7,416.44 Rick Estate Money $159,453.55 Paid 2007 {$5,000.04) Balance $2,416.44 Rick owes es#a#e $3,fi2fi.45 Arron - 2% $7,41 fi.44 Paid 2007 {$5,040.00) Balance $2,416.44 Lindsay - 2°~ $7,416.44 Paid 2007 {$5,000.00} Balance $2,416.44 Greg - 2% $7,416.44 Paid 2007 {$5,000.00) Balance $2,416.44 ~'~s