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Home My WebLink About09-28-12Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND Name of Decedent: Katharine E. Jeffries COUNTY, PENNSYLVANIA Date of Death: 02/26/2012 File Number: 21-12-0319 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: 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? b. The separate Orphans' Court No. (if any) for the personal representative's account is: ® Yes ^ No ^ Yes ® No c. Did the personal representative state an account informally to the parties in interest? ® Yes ^ No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of Orphans' Court and may be attached to this report. Copy of the Family Settlement Agreement is attached to this report. Date ~ .. ~_' 2 ~1 -~ - - .-:": CJ L~ ,__.. - ~ , . ~ O t,..i... t:_ ~ ;>~c~ L.L3 it~i N ~' ~,<:_ ~.~ w t.id --~ ~ m `~ cn r~ r~ O~ c~a Form RW-1~ Rev. 10-13-2006 Marielle F Hazen, Esq. #68003 Name of Person Fdmg this Form 2000 Linglestown Road Suite 202 Address Harrisburg, PA 17110 City, State, Zip 717-540-4332 Telephone Copyright (c) 2006 form software only The Lackner Group, Inc. ~% Capacity: ^ Personal Representative ® Counsel FAMILY SETTLEMENT AGREEMENT AND FINAL RELEASE IN THE ESTATE OF KATHARINE E. JEFFRIES, DECEASED KNOW ALL MEN BY THESE PRESENTS, that WHEREAS Katharine E. Jeffries, late of Cumberland County, Pennsylvania, deceased, died testate on February 26, 2012, having first made her Last Will and Testament, which was duly executed on February 21, 1998 and is duly recorded in Cumberland County Courthouse, Register of Wills, File No. 21-12-0319; WHEREAS, Katharine E. Jeffries, by the aforesaid Last Will and Testament, named Jill A. Miller as Executrix of her Last Will and Testament; WHEREAS, Letters Testamentary on the estate of decedent were duly issued by the Register of Wills of Cumberland County and were granted to Jill A. Miller on March 16, 2012, hereinafter called Personal Representative; WHEREAS, the Personal Representative has gathered the assets of the estate of the decedent, and the assets consist of real and personal property to a total value of $21,685.14 as set forth in Exhibit A, which is a statement of account of the said Personal Representative, 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, Donald M. Jeffries, Jr., and Jill A. Miller, 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 day had and received from the Personal Representative, 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 Representative, Jill A. Miller, her 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 Representative 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 Representative after the signing, sealing and delivery of this Family Settlement Agreement and Final Release. IN WITNESS WHEREOF, we have hereunto set our hands and seals this ~ day of ev~~b~ , 2012. C Witness . Miller Estate of Katharine E. Jeffries COMMONWEALTH OF PENNSYLVANIA . ) ss: COUNTY OF os ) On this the ~~ day of S~'~ cZv~.e1~ 2012, before me, a Notary Public, the undersigned officer, personally appeared Jill A. Miller, 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. ~~ Notary Public IN WITNESS WHEREOF, we have hereunto set our hands and seals this G~~ day of \~, 2012. ~~ ~et.a {,~c~ fitness Estate of Katharine E. Jeffries COMMONWEALTH OF PENNSYLVANIA onald M. Jef ss: COUNTY OF`~~..~ ) On this the ~~ day of S~l~ ~ ~^ 2012, before me, a Notary ~T Public, the undersigned officer, personally appeared Donald M. Jeffries, Jr., known to me or satisfactorily 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. Notary Public NOTARUIL 8EAL CORINNE EfiGERS WOOONWISE Nofut- PwNC SUSOtlEilMINA TIM!. OAIlPlNN t'OtMM1tl Mfl Co~rribtion Expk~s Mp 1~. ~Ot~ ESTATE OF KATHARINE E. JEFFRIES -STATEMENT OF ACCOUNT Date of Death: 2/26/2012 Assets DOD VALUE Citizens Bank -ckin acct. #610070-588-9 $ 9 541.52 Citizens Bank - savin s acct. #6258-758011 $ 1,376.02 PNC Bank -ckin acct. #50-0579-9344 - Jt. w/Jill $ 3,275.67 MetLife Inc. stock - 37 shares $37.89/sh. $ 1,401.93 Prudential Financial, Inc. stock - 100 shares $60.90/sh. $ 6,090.00 TOTAL $ 21,685.14 Ex enses Amount Alert Pharmac $ 95.52 Jesse H. Gei le Funeral Home $ 179.28 Funeral -dinner $ 371.41 Hazen Elder Law -fees and disbursements $ 1,178.26 Messiah Villa e $ 15,829.80 MetLife -return of ension a ment $ 154.96 Podiatrist - Dr. Paul Dolbe $ 10.00 Re ister of Wills - robate fees $ 119.50 Re ister of Wills - filin fees for PIT return $ 30.00 Total $ 17,968.73 TOTAL TAXABLE ASSETS $ 21,685.14 LESS TOTAL EXPENSES $ 17,968.73 TOTAL $ 3,716.41 LESS INHERITANCE TAX PAID $ (150.32 TOTAL $ 3,566.09 ma Beneficiaries Distribution "` Donald M. Jeffries Jr. $ 1,783.04 Jill A. Miller $ 1,783.05 Total $ 3,566.09 * Actual cash distribution may increase or decrease based on receipt of additional assets or income, presentation of an obligation, and/or payment of additional expenses. ** Note that funds gifted by Katharine more than a year prior to the date of death are also being divided be(ween the beneficiaries