HomeMy WebLinkAbout10-30-13 REC0R3J : =FIC- OF
FAMILY SETTLEMENT AGREEMENT
a',T 30 Fi i 2 06
This Agreement is executed as of the a`t " day of Oc�� 2013, by, Susan K.
Mitchell and Craig B. Wisman, Co-Executors of the Estate of SHIRLEY L. WISMAN
DECEASED, and Susan K. Mitchell and Craig B. Wisman ("Beneficiaries), OF " Gi.S 0,r;C` f
WHEREAS, Shirley L. Wisman ("Decedent"), died testate on March�4F2E}93,Laii1d, C" ' f
WHEREAS, on April 29, 2013, Letters Testamentary were granted by the Register of
Wills of Cumberland County, Pennsylvania at No. 20-13-0459 to Susan K. Mitchell and Craig B.
Wisman, ("Co-Executors"); and
WHEREAS, it is the intention of the undersigned that the Co-Executors not be required
to file an Account with the Court of Common Pleas of Lancaster County, Pennsylvania,
Orphans' Court Division ("Court") and that the net Estate of the Decedent be distributed in
accordance with the Final Will and Testament.
NOW THEREFORE, the undersigned, with the intent of being legally bound hereby,
mutually agree as follows:
1. In consideration of the Co-Executors not filing an Account with the Court and the
distribution of the balance of the Decedent's estate to the undersigned in accordance with the
Last Will and Testament, the undersigned hereby release and forever discharge the Co-
Executors from all claims, causes of action, accounting and demands whatsoever, which the
undersigned have or at any time hereafter may have against the Co-Executors which arise from
or are the result of the administration, collection, management, investment, retention, sale or
distribution of the Estate or the assets thereof.
2. This agreement is a full and final Family Settlement Agreement ("Agreement") by
and among the undersigned. It has been arrived at and executed after a full and complete
disclosure by the Co-Executors to the undersigned of the assets and liabilities of the Decedent's
estate and the rights of the undersigned therein.
3. The undersigned agree that they will, or whenever necessary, execute and
deliver to the Co-Executors or to any other person, all instruments and documents necessary or
convenient to carry out the intention of this Agreement, and to permit, assist and enable the Co-
Executors to fulfill their duties with reference to the Decedent's estate and all of the assets
thereof.
4. The undersigned acknowledge receipt from the Co-Executors of the distributions
set forth in the Accounting. The undersigned specifically agree, jointly and severally, to refund,
on demand, to the Co-Executors all or any part of such distributions which shall be necessary in
the future to discharge any claims against or liabilities of the Decedent's estate of which the Co-
Executors and the undersigned may hereafter receive notice or shall be determined to have
been improperly made.
5. This Agreement constitutes the entire understanding among the undersigned.
The undersigned acknowledge that no prior representations or statements of any kind, written or
oral, have been made to them by the Co-Executors or any other person acting upon their behalf
except as set forth in this Agreement.
6. This Agreement shall inure to the benefit and be binding upon the undersigned,
their heirs, personal representatives and assigns.
7. As used in this Agreement, the term "undersigned" shall mean "all of the
undersigned or each or any of them" and in such case, they are jointly and severally liable and
bound hereunder.
8. This Agreement may be executed in one or more counterparts, each of which
shall be deemed an original, and all such counterparts shall together constitute but one and the
same Agreement.
The undersigned have executed this Agreement as of the day and year first above
written.
Witness: �t ldav� - GkexJ(
Susan K. Mitchell, Co-Executrix
of the Estate of Shirley L. Wisman
Witness:—/C Q az,/ " _ "-
Craig B. isman, Co-Executor
of the state of Shirley L. Wisman
Witness:
g . mai
Susan K. Mitchell, Individually
Witness:
Craig B Wisman, Individually
H BG D B:139334-1 028754-159699
PARTIAL RECEIPT AND RELEASE
KNOW ALL MEN BY THESE PRESENTS, that I, Susan K. Mitchell, for and in
consideration of the receipt of a partial distribution in the amount of SIXTY THOUSAND
DOLLARS ($60,000.00) from the assets of the assets in the Estate of Shirley L. Wisman, paid to
me this date by the Executors of the Estate of Shirley L. Wisman, the receipt of which is hereby
acknowledged, do hereby remise, release, and forever quitclaim unto the said Executors, and
their respective heirs, executors, administrators, any and all manner of actions, causes of action,
debts, dues, claims and grants, both at law and in equity, against the Executors, in their individual
capacity and also in their capacity as Executors of the Estate of Shirley L. Wisman, whether as
legatee or in any other capacity, I have had, now have, or may have in the future by reason of
these presents with respect to this distribution.
IN WITNESS WHEREOF, the undersigned has hereunto set her hand and seal this
`aS�day of -:�SUt\-e- , 2013.
, 97ZAI 5d k a, K- "Q(SEAL)
Witness Susan K. Mitchell, Individually
Qm K EAL)
Susan K. Mitchell, Co-Executor
HBGDB:136457
RECEIPT AND RELEASE
KNOW ALL MEN BY THESE PRESENTS,that I, Craig B. Wisman, for and in
consideration of the receipt of a partial distribution in the amount of SIXTY THOUSAND
DOLLARS ($60,000.00) from the assets in the Estate of Shirley L. Wisman, paid to me this date
by the Executors of the Estate of Shirley L. Wisman, the receipt of which is hereby acknowledged,
do hereby remise, release, and forever quitclaim unto the Executors, and their respective heirs,
executors, administrators, any and all manner of actions, causes of action, debts, dues, claims
and grants, both at law and in equity, against the Executors, in their individual capacity and also in
their capacity as Executors of the Estate of Shirley L. Wisman, whether as legatee or in any other
capacity, 1 have had, now have, or may have in the future by reason of these presents with
respect to this distribution.
IN WITNESS WHEREOF, the undersigned has hereunto set his hand and seal this
fT
day of 61Z-L 2013.
ISEAL)
Witness Craig B. Wj man, Individually
4� c
(SEAL)
Craig B. W' man, Co-Executor
HBGDB:136457
TUCKER ARENSBERG Aaron C.Jackson
ajackson@tuckerlaw.com
Attorneys
October 29, 2013
VIA FIRST CLASS MAIL
Glenda Farner Strasbaugh,
Clerk of Orphans' Court
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
Re: Estate of Shirley L. Wisman
Date of Death: March 21, 2013
File # 21-13-0459
Dear Ms. Strasbaugh:
Enclosed please find one original and one file copy of the Family Settlement Agreement,
in addition to a check in the amount of$20.00 to cover the filing fee.
I am requesting you please file the original and return the time-stamped file copy to me
by way of the envelope provided.
Should you have any questions, please do not hesitate to contact me.
Thank you in advance for your assistance in this matter.
Very truly yours,
TUCKER ARENSBERG, P.C.
Tara C. Kortisses,
Paralegal
tck
Enclosure
cc: Craig B. Wisman
and Susan K. Mitchell, Co-Executors
HBGDB:139549-1 028754-159699
Tucker Arensberg, P.C. 2 Lemoyne Drive Suite 200 Lemoyne,PA 17043 p.717.234.4121 f.717.232.6802 www.tuckerlaw.com
1500 One PPG Place Pittsburgh, PA 15222 p.412.566.1212 f.412.594.5619