HomeMy WebLinkAbout05-28-13 (3) t' m r7i
l
o
M ca `n
rrr M
Y 00 ^�
2.
(
FAMILY SETTLEMENT AND FINAL RELES-S ?Fc C) ? 4 E
IN THE C'= C'
ESTATE OF EVELYN G. WOLFS
'f•' 1^.' .aJ
KNOW ALL MEN BY THESE PRESENTS, THAT WHEREAS, EVELYN G.
WOLFE, late of Hampden Township, Cumberland County, Pennsylvania, deceased, died on
October 11, 2012, having first made her Last Will and Testament, which was duly executed on
August 8, 2008, duly recorded in Cumberland County, Pennsylvania, Estate No. 21 12 01120.
WHEREAS, the said EVELYN G. WOLFE, by the aforesaid Last Will and Testament,
named Robert E. Wolfe, II as Executor of said Last Will and Testament; and
WHEREAS, the said Executor has gathered the assets of the estate of the said decedent
and the assets consist of real and personal property for a total value of$402,301.32 as set forth in
Exhibit "A", which is attached hereto and made a part hereof; and
WHEREAS, the said Executor has paid all debts and deductions of the estate, including
the payment of inheritance tax to the Pennsylvania Department of Revenue, to a total amount of
$64,044.66, also as set forth in the statement of the said Executor which is attached hereto and
made a part hereof, and marked Exhibit "B"; and
WHEREAS, after the gathering of assets and payment of all debts and deductions by the
Executor there remains a balance for distribution in the Estate of EVELYN G. WOLFE, of
$333,256.66 as set forth more particularly in Exhibit "C" of the statement of the said Executor,
which is attached hereto and made a part hereof.
NOW THEREFORE, KNOW YE, that we, Robert E. Wolfe, II and Margaret Van
Dusen, being all of the residuary heirs under the Last Will and Testament of the said decedent
and being the persons entitled to inherit under said Last Will and Testament, do hereby
acknowledge that we have this day had and received from the aforesaid Executor, in full
satisfaction and payment of all sum or sums of money, legacies, bequests, and devises as are
given, devised and bequeathed to us by the said Last Will and Testament, which amount we have
received this day, and which is the amount set opposite our names in the table and schedule of
proposed distribution in said statement attached hereto and marked Exhibit "D";
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 hereby agree and 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 of Cumberland
County.
in d
THEREFORE, we do hereby remise, release, quitclaim and forever discharge the said
Executor, her heirs, executors, administrators and assigns, of and from the said estate and from
all actions, suits, payments, accounts, reckonings, claims and demands whatsoever, touching
upon the estate of said decedent, and we do further hereby covenant and agree that we will
contribute our share of the estate to satisfy any and all claims, demands, suits, or causes of action
which may be successfully prosecuted against the said estate or the aforesaid Executor after the
signing, sealing and delivery of this family settlement agreement and final release.
FURTHER, we, the beneficiaries, do hereby release, forever discharge and hold
harmless Counsel, and his predecessors, successors, affiliates, assigns, either in the course of
their employment or as individuals outside the course and scope of their employment or in any
other capacity, as and from any and all actions, and causes of action, claims, demands, damages,
attorneys' fees, costs, loss of services, expenses, compensation, suits, debts, documents, bonds,
covenants, contracts, agreements and judgments of whatsoever kind, at law or in equity, on
account of, or in any way growing out of Counsel's representation of the Executor and the Estate
of the Decedent. Each Beneficiary further agrees and covenants that, neither they, nor any other
person,, organization or other entity on their behalf will file, charge, claim, sue or cause to permit
to be filed, charged or claimed any action for damages, injunctive, declaratory, monetary relief,
equitable relief, or otherwise against Counsel, and its predecessors, successors, affiliates,parents,
subsidiaries, assigns, agents, directors, officers, partners, attorneys, employees and insurers
involving any matter arising from Counsel's representation of Executor and the Estate of the
Decedent.
(This space left intentionally blank.)
2
IN WITNESS WHEREOF, I have hereunto set my hand and seal this day of May,
2013.
WITNESS:
Robert E. Wolfe, II, Exec or/Beneficiary
COMMONWEALTH OF PENNSYLVANIA .
SS.
COUNTY OF CUMBERLAND
On this 13 'day of May, 2013, before me, the undersigned officer, personally
appeared Robert E. Wolfe, II, individually, and known to me (or satisfactorily proven) to be the
individual whose name is subscribed to the foregoing instrument, and acknowledged that he
executed the same for the purposes therein contained.
Notarp Public
COMMONWEALTH OF PENNSYLVANIA
NOTARIAL SEAL
STEPHANIE M.RIDER Public
Camp Hill Boro.,Cumbedand County
My Commission Expires November 19,2013
3
IN WITNESS WHEREOF, I have hereunto set my hand and seal this J7 day of May,
2013.
WI - ESS:
MargAret Van Dusen, Beneficiary
COUNTRY OF CANADA
SS.
BRIGHTS GROVE ON NON ICO
On this day of May, 2013, before me, the undersigned officer, personally
appeared Margaret Van Dusen, individually, and known to me (or satisfactorily proven) to be
the individual whose name is subscribed to the foregoi n trument, and acknowledged that she
executed the same for the purposes therein containe .
4
i
t
t,
5 �
w
y\
FIRST AND FINAL ACCOUNT OF THE
ESTATE OF EVELYN G. WOLFE
LATE OF HAMPDEN TOWNSHIP,
CUMBERLAND COUNTY,PENNSYLVANIA
DEBITS
Value
Your Accountant charges himself with the following:
Real Property
4402 Royal Oak Road, Camp Hill, PA 17011 $ 196,000.00
Personal Property
Members 1 st FCU Savings Account - 107367-00 $ 185,524.58
Members I st FCU Checking Account- 107367-11 $ 2,407.40
2003 Dodge Caravan $ 5,000.00
Reimbursement of County & School real estate taxes at closing $ 869.66
Reimbursement of Sewer/Refuse charges at closing $ 27.56
Jewelry $ 661.00
Penn State Hershey Medical Center - Refund $ 1,221.76
United States Treasury- 2012 Income Tax Refund $ 1,062.00
PSERS - Death Benefit $ 715.85
State Farm Insurance - Refund $ 198.12
Verizon - Refund $ 5.97
Interest paid from Bank Accounts $ 159.99
Angels on Call - Refund $ 734.50
Miscellaneous Deposits $ 638.93
Personalty Retained by Margaret Van Dusen $ 1,315.00
Personal Property Sold at Auction $ 4,844.00
Miscellaneous Household Personalty $ 915.00
TOTAL PRINCIPAL DEBITS $ 402,301.32
EXHIBIT A
CREDITS
Your Accountant asks credit for payments made from Principal Account as follows:
Description Amount
Malpezzi Funeral Home - Funeral Bill $ 8,598.07
C & J Catering - Funeral Reception $ 842.70
Law Offices of Craig A. Diehl -Attorney Fees $ 10,000.00
Law Offices of Craig A. Diehl - Certified Mail Expense for DPW Letters $ 5.75
Cumberland County Register of Wills - Probate Fees $ 365.50
The Sentinel - Estate Advertisement $ 189.54
Cumberland Law Journal - Estate Advertisement $ 75.00
Office Max - Supplies for Estate/Copies $ 89.95
Deluxe Check - Estate Checks $ 13.95
Morrow Farrar Jewelers -Appraisal Fee for Jewelry $ 225.00
United States Postal Service - Fee for confirmation of mail forwarding $ 1.00
PA American Water- Water bills until sale of home $ 116.26
PPL Electric - Electric bills until sale of home $ 838.31
Dirty Dog Hauling - Junk removal $ 315.00
Merrill Brothers Wallcovering - Home renovations at 4402 Royal Oak Rd. $ 8,085.00
Pronto Plumbing - Plumbing repairs $ 384.22
Home Depot - House renovations $ 45.21
All Decked Out Services, Inc. - Renovations at 4402 Royal Oak Road $ 1,620.70
Margaret Van Dusen - Work in preparation for auction $ 3,000.00
The UPS Store - Postage stamps $ 51.51
Hampden Township - Refuse/Sewer charges until sale of home $ 155.05
Lowe's -New Toilet/renovations at 4402 Royal Oak Road $ 300.08
Mark S. Ulsh- Lawncare services $ 768.22
Penske - Moving furniture $ 92.72
Firestone - Maintenance of EGW Minivan $ 483.00
Howard Hanna/RSR Realtors - Realtor Commission $ 13,720.00
Howard Hanna- Broker Fee $ 225.00
Charter Settlement Company - Title Certificate $ 10.00
PA Dept. of Revenue - Realty Transfer Tax $ 1,960.00
Home Security of American, Inc. - Home Warranty $ 554.00
Michael Langan - 2013 County Taxes $ 470.09
Expenses paid at Closing for Radon System $ 825.00
Pennsylvania American Water- Final Water Bill $ 42.89
Alert Pharmacy - Pharmacy Bill $ 50.17
EXHIBIT B
PPL Electric - Final Electric Bill $ 242.61
Mark S. Ulsh - Final Lawncare Bill $ 496.82
Pronto Plumbing - Plumbing Bill $ 311.76
Chuck Bricker, Auctioner - Auctioneer Fee/Costs $ 2,014.00
Pa. Dept. of Revenue - 2012 Income Tax Liability $ 46.00
Cumberland County Register of Wills - File Inheritance Tax Return $ 15.00
Cumberland County Register of Wills - File Family Settlement Agreement $ 20.00
Cumberland County Register of Wills - Inheritance Tax Liability $ 11,379.58
TOTAL PRINCIPAL CREDITS $ 69,044.66
EXHIBIT B
RECAPITULATION
Principal Debits $ 402,301.32
Principal Credits $ (69,044.66)
BALANCE AVAILABLE FOR DISTRIBUTION FROM
ESTATE OF EVELYN G. WOLFE $ 333,256.66
EXHIBIT C
SCHEDULE OF PROPOSED DISTRIBUTION
The Personal Representative proposes distribution of the Balance for Distribution to the
following heirs as described:
Robert E. Wolfe, II $ 166,628.33
1214 Highlander Way Automobile $ (5,000.00)
Mechanicsburg, PA 17050 Misc. Property Received $ (915.00)
Distribution Received $ (60,752.95)
$ 99,960.38
Margaret Van Dusen $ 166,628.33
P.O. Box 155 Distribution Received $ (68,000.00)
Brights Grove ON NON ICO Miscellaneous Property Received $ (1,315.00)
Canada $ 97,313.33
EXHIBIT D
BANK ACCOUNT RECONCILIATION
Bank Balance $ 212,678.04
Items To Be Paid:
Law Offices of Craig A. Diehl $ (5,000.00)
Law Offices of Craig A. Diehl $ (5.75)
Pa. Dept. of Revenue- 2012 Income Tax Liability $ (46.00)
Cumberland County Register - File Inheritance Tax Return $ (15.00)
Cumberland County Register- File Family Settlement Agreement $ (20.00)
Cumberland County Register - Inheritance Tax Liability $ (11,379.58)
Items to be Received:
United States Treasury $ 1,062.00
$ 197,273.71