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Home My WebLink About09-13-12Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF c u M B E R L A N D COUNTY, PENNSYLVANIA Name of Decedent: LEWIS E. BELCHER Date ofDeath: ~/8/2oi.2 File Number: 21 i.? ^ai.u Pursuant to Pa. O.C. Rule 6.12, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete :........................ X^ Yes ^ No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is YES, state the following: a. Did the personal representative file a final account with the Court?......... ^ Yes X^ No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? ...................................... ^X Yes ^ No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts maybe filed with the Clerk of the Orphans' Court and maybe attached to this report. Dare: 9/~•~•/20~•2 -- - Signature of Person Filing this Form ZV ~'-' c~ ~ Capacity: ~ Personal Representarive ^ Counsel v~ .s ~_,d u., __~ r. '`-~ =-'' `~~ SUSAN L. HIRRNMAN ~-' . ~ _' -- '~ ~ ~ Name of Person Filing this Form -- ._. c~ ~~ ~~~ 151 YELLOW BRE ~N~e DRTVr- F - Address `_; i~~.s rig ~''-~Lg SAMP HILL PA 17011 ~t -;- C.~ cam:., 717-767.-1567 Telephone Form RW-IO rev. 10.13.06 .- e FAMILY SETTLEMENT AGREEMENT THIS AGREEMENT is made this " .~`~- day of , 2012 by and among SUSAN L. HIRSHMAN, Executrix of the Estate of Lewis E. Belcher ("Estate") and JEANNE M. DAVIS, LINDA R. BENSON, AMY K. BELCHER and SUSAN L. HIRSHMAN, testamentary heirs of LEWIS E. BELCHER WITNESSETH: WHEREAS, LEWIS E. BELCHER ("Decedent") died March 8, 2012, survived by his children, JEANNE M. DAVIS, LINDA R. BENSON, AMY K. BELCHER, and SUSAN L. HIRSHMAN. Letters Testamentary were granted to SUSAN L. HIRSHMAN, as Executrix, on April 12, 2012 by the Register of Wills of Cumberland County, Pennsylvania, Estate No. 21-12- 0318; and WHEREAS, the undersigned, being all the testamentary heirs of the Decedent, and the Executrix, wish to settle the Estate by agreement rather than by a formal accounting. NOW, THEREFORE, in consideration of the mutual covenants of the parties, all intending to be legally bound hereby, it is agreed as follows: 1. Court filing of a formal accounting of the Estate's receipts and disbursements shall not be required. 2. Each of the undersigned has been fully advised of her rights pertaining to the filing of an account and hereby waives any right to compel an accounting prior to distribution of the Estate property. r 1 3. Each of the undersigned accepts the attached Schedule of Distributions made and to be made, and acknowledges that this Agreement shall have the same force and effect as if a formal accounting had been filed with and confirmed by the Orphans' Court of Cumberland County. 4. Each of the undersigned agrees that the attached Schedule of Distributions constitutes a part of this Agreement and that distribution of the Estate property shall be in accordance therewith. 5. Each of the undersigned hereby releases the Estate and the Executrix from any and all claims that may exist in relation to the Estate or the administration of the Estate by the Executrix. 6. This agreement shall be binding upon all of the parties and their respective heirs, administrators, and assigns. 7. This agreement may be executed in any number of counterparts and each such counterpart shall be deemed to be an original instrument, but all such counterparts together shall constitute but one agreement. 2 IN WITNESS WHEREOF, we have hereunto set our hands the day and year first above written. WITNESS: ~_ ~ ~ ` ~ v ~ :ems'--n.~ USAN L. HIRSHMAN, Individually and as Executrix of the Estate of LEWIS E. BELCHER JEA E M. DAMS L R. BENSON AMY K. B LC ER 3 r ~ SCHEDULE OF DISTRIBUTIONS Assets of the Estate of Lewis E. Belcher HH Bonds $ 9,000.00 EE Bonds/E Bonds 32,622.28 Prudential Financial, Inc. Common Stock 9,327.58 Mor an Stanle Smith Barne Investment Account 99,243.00 M&T Bank -Power Checking Account; Power Money Market 195 129.23 Account; and Certificate of Deposit 1,000.70 M&T Bank -Retirement Account ($111,122.55 - $16,668.31 94 454 16 taxes withheld , . Personal Property Sold at Yard Sale ($1 719.80 -direct , distribution; $230.20 de osited 1,950.00 Prudential Alliance Account Prudential Annuity Services ($34 370 52 before tax valu 12,874.88 , . e - direct distribution to beneficiaries 31,067.84 Protective Life Insurance Company Annuity ($7 742 40 before , . tax value -direct distribution to beneficiaries 6,968.16 Rebates and Miscellaneous Refunds (Insurance, Prescription, 205 97 etc. . Amount Paid into Escrow by Amy K. Belcher towards Purchase 76 118 57 of Home , . Interest Payment on Estate Account 9.76 Assets Directly Distributed to Beneficiaries w/out any Cash No Cash Value Received Consideration Received: Real Estate - 26 Riddle Road, Camp Hill - $100,000.00 Value 2000 Buick Century - $5,600.00 Value Total Cash Assets $569,972.13 Funeral Ex enses Administrative Costs Court filin fees, etc. $8,924.42 Inheritance Tax Pa ment 1,247.81 Debts of Decedent 25,833.63 Refund of Balance of Funds Held in Escrow from Amy K. 2,581.27 Belcher $1,118.57 $39,705.70 4 T T SCHEDULE OF DISTRIBUTIONS Distributions to Jeanne M. Davis to date: 03/28/12 -Transfer Automobile Value $5,600 06/03/12 -Cash Distribution 06/30/12 -Cash Distribution '/4 share of value of house 06/30/12 -Cash Distribution Direct Distribution from Prudential Direct Distribution from Protective Life Insurance Com an Cash Distribution -Proceeds from Yard Sale Total Cash Distributions Received To Date Value of Vehicle Transferred TOTAL VALUE OF ESTATE AS~F.T4 RF('Rnl~r~ i~rstributions to Linda R. Benson to date: 03/28/12 -Cash Distribution 06/03/12 -Cash Distribution 06/30/12 -Cash Distribution ('/4 share of value of house 06/30/12 -Cash Distribution Direct Distribution from Prudential Direct Distribution from Protective Life Insurance Com Cash Distribution -Proceeds from Yard Sale Distributions to Am K. Belcher to date: 03/28/12 -Cash Distribution 06/038/12 -Cash Distribution 06/30/12 -Transfer House value of/4 share 06/30/12 -Cash Distribution Direct Distribution from Prudential Direct Distribution from Protective Life Insurance Com an Cash Distribution -Proceeds from Yard Sale Total Cash Distributions Received To Date Value of Real FQtatP Tr~nof ....o.l S 569,972.13 No Cash Received $40,000.00 $25,000.00 $25,000.00 $7,766.96 $1,742.04 $429.95 $105,538.95 $5,600.00 $40,000.00 $25,000.00 $25,000.00 $7,766.96 $1,742.04 $429.95 $105,538.95 $5,600.00 $40,000.00 No Cash Received $25,000.00 $7,766.96 $1,742.04 $429.95 $80,538.95 25,000.00 $105,538.95 5 .~ _ * Any remaining balance after any final fees have been deducted will be divided in four equal shares, after payment of all 2012 federal, state and local income taxes plus any tax assistance fees. ** Potential final distribution if no other expenses arise between 7/18/12 and the clearance of the Estate by Department of Revenue. 248317 6