HomeMy WebLinkAbout05-28-13 _ _ _
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FAMILY SETTLEMENT AGREEMENT � ' �
FILING OF ACCOUNT
AGREEMENT executed May 3, 2013, by and between Emil
Beck, Executor of the Will o£ John Beck, Deceased, and the estate
of Joan B. Bitonti.
WITNESSETH:
WHEREAS, John Beck died on April 22, 2012, having
first made and published his Last Will and Testament dated
September 2, 1976, in which John Beck named Joan Bitonti as
Executor. A true and correct copy o£ said Will is attached
hereto, made part hereof and marked Exhibit "A" ; and
WHEREAS, on May 1, 20Z2, said Will was duly probated
by the Register of Wills of Cumberland County, Pennsylvania, and
Letters Testamentary granted thereon to Joan D. Beck, as
Executor; and
WHEREAS, Joan D . Beck died on June 14, 2012; and
WHEREAS, Emil Beck and Wilma Beck Thomas were
appointed substitute coexecutors on September 19, 2012; and
WHEREAS, Wilma Beck Thomas died on February 16,
2013; and
WHEREAS, Emil Beck, the surviving Executor, has
proceeded with the administration of said estate and has prepared
his First and Einal Account and Schedule of Distribution. A true
and correct copy thereof is attached hereto, made part hereo£ and
marked Exhibit "B" ; and
WAEREAS, the parties hereto desire that the Executor
shall not be required to file said Account with the Orphan' s
Court of Cumberland 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 Emil Beck, Executor of the Will of John
Beck, 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 o£ the said Account and
Schedule of Distribution.
2 . The parties hereto do hereby release, remise and
forever discharge the Estate of John Beck and Emil Beck, Executor
of and from all manner of acts, suits, claims, accounts,
accountinqs, debts, dues and demands whatsoever which they or any
of them of 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 concerninq any of the
assets and property of the said Estate and/or any claim or
interest thereto or therein, and the administration, management,
collection, sale or any money, interest, income, assets or
proceeds out of the same, from the time of the death of the said
decedent to and includinq 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 other 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 thereo£.
5. This Agreement conatitutes the entire
understanding among the parties hereto, and each of them
s
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 her
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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Emil Seck,
Executor/Administrator
f\� n r�, - . f lC E
.�CS tne....� ,
Joan B. Bitonti E�ate `ljy
Debra Mirenzi, Executor
e
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First and Final account of
F,�ttil Beck, Executor
for
ESrATE OF John Beck, Deceased
Dnte of Death: April 22, 201 Z
Date of Exacutor's Appointment: 9/l9/l2
Accounting for the Period: April 22, 2012 - May 3, 2013
Purpose of Account: Emil Beck, Executor, otters this accoimt ro lcquaint interested parties with
the transactions that have occurred during the executor's administration.
The accaunt also indicates the proposed distribution of the estate.
Ic is impoR•ant that the account be carefully examined. Requests for additionul inFormation or
questions or objections can be discussed with :
�� ����� _
William L. Adler, Esquire �-
Attorney for Personal Representative
4949 Devonshire Road
Harrisburg, PA 17109
717-652-8989
Supreme CouR lD Number 39844
Bal@bif Iadlerlaw.com
Dated: May 3, ZOl3
ASSETS
M&T Sank Account $16, 691 . 33
985-473-6809
8/1/12 VA Benefit a100 . 00
Tota1 $16, 791 . 33
EXPENSES
Heartland pharmacy $44 . 89
Emi1 Beck, administrator $Z, 000 . 00
Wilma Beck 'Phomas, administrator $2, 000 . 00
1/28/13 Jac:r Bergstein, Attorney' s fees $2, Q00 . 00
W� �,
Probate Fees $281 . 50
Oath of office, original probate $20. 00
Fetitions for grant of letters $52 . 00
for Emil and Wilma
8/10/12 William Adier, Attorney' s fees $2, 260 . 00
9/6/12 ` $1, 555. 50
1/8/13 ` $2, 058 . 54
4/S/13 PA Dept of Revenue, taxes 536. 00
Filing Pamily Settlement $25. 00
Agreement
Estimate attorney' s fees, $750 . 00
William Adler
Total $13, 083 . 43
Net Estate Distributed to Joan $3, 707 . 90
$itonti Estate
For information
8/16/12 Deposit from M&T Trust Account $50, 962 . 12
into Joan Bitonti account
8/24/12 Northern Trust (paid to Joan $6, 016. 02
Bitonti estate)
10/19 Stonebridge Life Check, paid to $2, 061 . 53
Joan Bitonti
Emi1 Eeck, Execntor under the Last Wi11 and Testament of John
3eck, deceased, hereby declares under oath that he has fully and
Eaithfully discharged the duties of his office; that the
Foregoing First and Final Account is true and correct and fully
discloses all significant transactions occurring during the
accounting period; that a11 known claims against the estate have
baen paid in full; that, to his knowledge, there are no claims
noN outstanding against the Estate; and that all taxes presently
due from the estate have been paid.
�--.. o � da f'�
Emil Beck, Execu
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