HomeMy WebLinkAbout11-18-13 FAMILY SETTLEMENT AND FINAL RELEASE
IN THE
ESTATE OF CARROLL J. HUGHEY
KNOW ALL MEN BY THESE PRESENTS, THAT WHEREAS, Carroll J. Hughey,
late of Lower Frankford Township, Cumberland County, Pennsylvania, deceased, died on
December 28, 2012, having first made her Last Will and 'festament, which was duly executed on
September 10, 1996, duly recorded in Cumberland County, Pennsylvania, Estate No. 2113-0175.
WHEREAS, the said Carroll J. Hughey, by the aforesaid Last Will and Testament,
named Deneen C. Riccio Executrix of said Last Will and Testament; and
WHEREAS, the said Executrix 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$172,000.43 as set forth in
Exhibit"A", which is attached hereto and made a part hereof, and
WHEREAS, the said Executrix 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
$55,573.42, also as set forth in the statement of the said Executrix 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
Executrix there remains a balance for distribution in the Estate of Carroll J. Hughey, of
$116,427.01, as set forth more particularly in Exhibit "C" of the statement of the said Executrix,
which is attached hereto and made a part hereof.
NOW THEREFORE, KNOW YE,that we, Deneen C. Rlccio, Kim P. Hughey, Lucinda
S. Aaronson, Sheryl A. Ward, Gregory M. Hughey, Georgina 1-1. Buziak, and Tami G. Keck,
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 Executrix, 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 ands
confirmed by the Orphans' Court Division of the Court of Common Plus of Cu"crlAd�
County. `c'�
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THEREFORE, we do hereby remise, release, quitclaim and forever discharge the said
Executrix, 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 Executrix 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 actions, 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 Executrix 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 the Executrix and the
Estate of the Decedent.
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IN WITNESS WHEREOF, I have hereunto set my hand and seal this a P day of
Segterxber, 2013.
0 cC-fv bty'
WITNESS:
eneen C. Riccio, Executrix/Beneficiary
STATE OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND
On this 9,P)9( day of Sep rber, 2013, before me, the undersigned officer, personally
appeared Deneen C. Riccio, individually, and known to me (or satisfactorily proven) to be the
individual whose name is subscribed to the foregoing instrument, and acknowledged that she
executed the same for the purposes therein contained.
/ M° y - hi
Notary Public
COMMONWEALTH OF PENNSYLVANIA
NOTARIAL SEAL
STEPHANIE M.RIDER,Notary Public 0]
Camp Hill Boro.,Cumberland County
My Commission Ex Tres November u y
3
IN WITNESS WHEREOF, I have hereunto set my hand and seal this SR'day of
oc
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$epten*er, 2013.
WITNESS:
C�
Kim P. Hughey, Ben ficiary
STATE OF PENNSYLVANIA
t SS.
COUNTY OF CUMBERLAND
0Cla �«, act?
On this 1 ;Lk day of SeptMiibcr, 2013, before me, the undersigned officer, personally
appeared Kim P. Hughey, individually, and known to me (or satisfactorily proven) to be the
individual whose name is subscribed to the foregoing instrument, and acknowledged that she
executed the same for the purposes therein contained.
—�A_lQit.4�
Kolary Public
COMMONWEALTH OF PENNSYLVANIA
Notarial Seal
Sharon K Johnson,Notary Public
city of Harrisburg,Dauphin CAUnry
My commission Tres NOV.32 3016
MEMBER.PENNSYLVANIA ASSOQAnON OP NOTARIES
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4
IN WITNESS WHEREOF, I have hereunto set my hand and seal this 21�--day of
4 2013.
WITNESS:
Lu inda S. Aaronson, Beneficiary
STATE OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND
On this A� day ofd r, 2013, before me, the undersigned officer, personally
appeared Lucinda S. Aaronson, individually, and known to me (or satisfactorily proven) to be
the individual whose name is subscribed to the foregoing instrument, and acknowledged that she
executed the same for the purposes therein contained.
COMMONWEALTH OF PENNSYLVANIA
Notarial Seal
Patricia A.Kuhn,Notary Public Notary Public
Lower Allen Twp-,Cumbedand County _
commlwon Expues June 2N,2016
MEMBER, @NNYYLVANiA A1aiO4AT10N OF NOTARIES
5
O C�crZ�e.��Ilx WITNESS WHEREOF, I have hereunto set my hand and seal this 16 day of
-September, 2013.
WITNESS:
Sheryl A. War Beneficiary
STATE OF PENNY ANIA
SS.
COUNTY OF
On this _r� /day of *pfe :.u:T 2013, before me, the undersigned officer, personally
appeared Sheryl A. Ward, individually, and known to me (or satisfactorily proven) to be the
individual whose name is subscribed to the foregoing instrument, and acknowledged that she
executed the same for the purposes therein contained.
Notary Public
COMMONWEALTH OF PENNSYLVANIA
Notarial Seal
Grace F.Truscott, Notary Public
City of Pottsville,Schuylkill County
My Commission Expires Aug. 27, 2017
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IN WITNESS WHEREOF, I have hereunto set my hand and seal this day of
Qcfnbc�
Spec, 2013.
WITNESS:
Geor in . Buzi eneficiary
STATE OF PENNSYLVANIA
SS.
COUNTY OF �/lnric/Pi
0 CIO b d
On this day of fir, 2013, before me, the undersigned officer, personally
appeared Georgina H. Buziak, individually, and known to me (or satisfactorily proven) to be
the individual whose name is subscribed to the foregoing instrument, and acknowledged that she
executed the same for the purposes therein 5qLatained.
Notary Public
COMMONWEALTH OF PENNSYLVANIA
Notarial seal - - - - - -
Deborah K.Gulley,Notary Public
East Donegal Two.,Lancaster County
ply commission Expires Dec 8,2016
MEMBER,PENNSYLVANIA ASSOUATION OF NOTARIES
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IN WITNESS WHEREOF, I have hereunto set my hand and seal this /7 day of
September, 2013.
WITNESS:
Tami G. Keck, Berieficyfary
STATE OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND
On this 15-1+- day of Septetz}ber, 2013, before me, the undersigned officer, personally
appeared Tami G. Keck, individually, and known to me (or satisfactorily proven) to be the
individual whose name is subscribed to the foregoing instrument, and acknowledged that she
executed the same for the purposes therein contained.
Notary Publi
OOMMONWEALTH OF PENNSYLVANIA
Notarial Seal
PaMCJa A.Kuhn,Notary Public
Lacer Alien TNP.,Cumberland County
14y Commisslon Expires June 20,2016
MEMBER PENNMVANIA ASSOMTION OF NOTARIES
8
IN WITNESS WHEREOF, I have hereunto set my hand and seal this day of
Ivouglil is
Septe r, 2013.
WITNESS:
Gre4 or ghey, e fi ' y
STATE OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND
NoV��ETSVt
On this IeZ day of� ptetfber, 2013, before me, the undersigned officer, personally
appeared Gregory M. Hughey, 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.
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Notar
COMMur.W'E4.H Or ..i.,, a:....
NOTARIAL SEAL
THOMAS WFOGELSONGER
Nally Public
SHIPPENSOURG TWP.,CL MSERLAND CNTY
My Commission Expires Apr 22.2017
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FIRST AND FINAL ACCOUNT OF THE
ESTATE OF CARROLL J. HUGHEY
LATE OF LOWER FRANKFORD TOWNSHIP,
CUMBERLAND COUNTY,PENNSYLVANIA
DEBITS
Your Accountant charges herself with the following:
Real Property Value
3292 Enola Road $ 157,500.00
Carlisle,PA 17015
Personal Property
Citizen's Bank Checking Account No. 6100705854 $ 734.31
Citizen's Bank Checking Account No. 6234005288 $ 13,436.54
Member's I st FCU Joint Savings Account No. 72961-00 $ 329.58
TOTAL PRINCIPAL DEBITS $172,000.43
EXHIBIT A
CREDITS
Your Accountant asks credit for payments made from Principal Account as follows:
Description Amount
Malpezzi Funeral Home - Funeral Bill $ 8,933.00
Mechanicsburg Cemetery Association - Burial Costs $ 1,150.00
Mechanicsburg Presbyterian Church- Funeral Service Cost $ 100.00
Law Offices of Craig A. Diehl -Attorney Fees $ 3,000.00
Law Offices of Craig A. Diehl- Certified Mail Expense for DPW Letters $ 6.11
Cumberland County Register of Wills - Probate Fees $ 353.50
Cumberland Law Journal - Estate Advertisement $ 75.00
The Sentinel - Estate Advertisement $ 200.16
Citizen's Bank— Service Fees on Estate Checking Account $ 7.17
Citizen's Bank—Maintenance Fees on Estate Checking Account $ 9.99
Citizen's Bank—Home Equity Line of Credit $ 34,856.06
PA Department of Revenue—2012 PA Income Tax $ 19.00
Pam Burkeholder, Tax Collector—Real Estate Taxes $ 395.16
Amerigas Propane—Final Propane Bill $ 280.00
CentuiyLink—Final Telephone Bill $ 91.76
Adams Electric—Final Electric Bill $ 220.00
Direct TV—Final Television Bill $ 86.38
United Consumer—Loan Payoff $ 264.39
American Heart Association- Yearly Membership Fee $ 30.00
Cumberland County Orphans Court- File Family Settlement Agreement $ 20.00
Cumberland County Register of Wills - Inheritance Tax Liability $ 5,475.74
TOTAL PRINCIPAL CREDITS $ 55,573.42
EXHIBIT B
RECAPITULATION
Principal Debits $ 172,000.43
Principal Credits $ 55,573.42
BALANCE AVAILABLE FOR DISTRIBUTION FROM
ESTATE OF CARROLL J. HUGHEY $ 116,427.01
EXHIBIT C
SCHEDULE OF PROPOSED DISTRIBUTION
The Personal Representative proposes distribution of the Balance for Distribution to the
following heirs as described:
Deneen C. Riccio Real Property $ 157,500.00
3292 Enola Road Money to be Paid by Beneficiary $ (41,072.99)
Carlisle,PA 17015
Kim P. Hughey -0-
276 Ridge Hill Road
Mechanicsburg, PA 17050
Lucinda S. Aaronson -0-
101 East Main St., Apt. 3
Mechanicsburg, PA 17055
Sheryl A. Ward -0-
221 Pine Boulevard
Orwigsburg,PA 17961
Georgina H. Buziak -0-
288 Red Cedar Lane
Marietta,PA 17547
Tami G. Keck -0-
309 E. Portland Street
Mechanicsburg, PA 17055
Gregory M. Hughey -0-
431 West Simpson Street
Mechanicsburg, PA 17055
$ 116,427.01
EXHIBIT D