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Home My WebLink About09-16-14 Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: Evelyn M. Noval Date of Death: 11/03/2013 File Number: 21-13-1238 Pursuant to Pa. O.C. Rule 6.12, 1 report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: ® Yes ❑ No 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? ❑ Yes ® No b. The separate Orphans' Court No. (if any) for the personal representative's account is: 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. See copy of Family Settlement Agreement-Estate of Evelyn M. Noval, dated August 15, 2014, attached. Data f 09/12/2014 Signature of Person Filing this Form C, ap ity ❑ Personal Representative Counsel LA.J c_> , a d in ire (J.) A/ e of Person Filing this Form LU LU �' 315 North Front Street + U Q t 3 Address T Harrisburg, PA 17101 City,State,Zip 717-236-9377 Telephone Form RW-10 Rev.10-13-2006 Copyright(c)2006 form software only The Lackner Group,Inc. A L IN RE: : IN THE COURT OF COMMON PLEAS : CUMBERLAND COUNTY, PENNSYLVANIA ESTATE OF EVELYN M. NOVAL, DECEASED : ORPHANS' COURT DIVISION ESTATE #2013-01238 FAMILY SETTLEMENT AGREEMENT ESTATE OF EVELYN M. NOVAL THIS AGREEMENT executed this day of August, 2014, by and among John Noval, Mary Ann Ingream, Betty Bunting and Marie Muncey, beneficiaries, and Mary Ann Ingream, as Executrix of the Estate of Evelyn M. Noval, who resides at 1386 Lowther Road, Camp Hill, Cumberland County, Pennsylvania. WITNESSETH: WHEREAS, Evelyn M. Noval died on November 3, 2013, having first made and published her Last Will and Testament dated June 1, 2011, wherein she named Mary Ann Ingream, Executrix. Letters Testamentary were issued by the Cumberland County Register of Wills on November 20, 2013; and WHEREAS, the Executrix has proceeded with the administration of said estate, and has paid all proper bills and debts for the estate and has prepared a Pennsylvania Inheritance Tax Return, which documents have been filed with the Register of Wills of Cumberland County on March 26, 2014; and WHEREAS, the parties hereto agree that the Executrix need not file a formal First and Final Account and Schedule of Distribution with the Orphans' Court of Cumberland County, and that the net estate of the decedent shall be distributed pursuant to the Last Will and Testament and to this Agreement and the Schedule J Beneficiary form of the Pennsylvania Inheritance Tax Return. NOW THEREFORE, the parties hereto intending to be legally bound hereby, mutually agree, as follows: 1. Pennsylvania Inheritance Tax. The parties hereto, and each of them, agree and acknowledge that they have fully and carefully examined the Pennsylvania Inheritance Tax Return and the Schedule J Beneficiary form relating thereto, and finds them to be true and correct, and acceptable to the parties hereto and each of them. 2. Release and Discharge. The parties hereto do hereby release, remise and forever discharge the Estate of Evelyn M. Nova], the Executrix and the attorney for the Estate, of and from all manner of acts, suits, claims, accounts, accountings, debts, dues and demands whatsoever which they or their legal representatives or assigns may at any time hereafter have, against the Executrix, the said Estate or the assets thereof, from, for, touching or concerning 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 distribution of any of the said assets and for or on account of any money, interest, income, assets or proceeds out of the same, from the time of the death of the said decedent to and including the date of this Agreement and release. 3. Distribution. The beneficiaries under the Last Will & Testament agree to distribution as follows: (a) Taxes. The Pennsylvania Inheritance Tax return was filed on March 26, 2014 and the taxes paid. Said return was accepted as filed. (b) Creditors' claims. All claims of the creditors, as known to the Executrix, have been paid or payments on account agreed upon. 2 (c) Residuary distribution. Distribution of the entire estate will be made to the beneficiaries set forth in the attached proposed Schedule of Distribution as soon as the document is executed.. 4. Final agreements. This instrument is a full and final Family Settlement Agreement by and among the parties hereto, 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 herein and thereto and all of the parties hereto, and each of them, agrees to abide by the terms thereof. 5. Requirement to execute documents. 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 Executrix, and 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 Executrix to fulfill her duties with reference to the said estate and all of the assets thereof. 6. Entire agreement. This Agreement constitutes the entire understanding among the parties hereto, and each of them 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 his behalf. 7. Heirs. 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. 3 v INFORMAL ACCOUNT OF ESTATE OF EVELYN M. NOVAL I. ASSETS: 64 Shares of MetLife @ 32.02 $ 2,049.28 Metro Bank - Checking Account #0537059610 4,607.79 PSECU - Regular Share Account#8028419581-01 47.92 PSECU - Regular Checking Account#8028419581-04 1,573.81 PSECU - Money Market Account#8028419581-07 69,285.71 PSECU - 12 Month CD - #8028419581-50 30,653.22 PSECU - 12 Month CD - #8028419581-52 21,430.28 PSECU - 6 Month CD - #8028419581-53 12,425.35 PSECU - 12 Month CD - #8028419581-54 15,607.26 PSECU - 12 Month CD - #8028419581-56 13,738.54 Miscellaneous Personalty 1,000.00 Refund - OMNICARE, INC. 16.55 GROSS ASSETS: $1729435.71 II. DISBURSEMENTS: Parthemore Funeral Home - Funeral, etc. $ 11,971.42 Cumberland County Register of Wills - Probate Will 358.50 The Sentinel - Legal Advertisement 253.26 Cumberland Law Journal - Legal Advertisement 75.00 Preparation of PA 40, IRS 1040, PA 41 and IRS 1041 250.00 Executrix Fee 6,500.00 Boswell, Tintner& Piccola - Attorney Fee 6,500.00 PA Dept. of Revenue - 2013 Income Tax 19.00 Register of Wills - Cumberland County - Pennsylvania Inheritance Tax 17,009.28 Boswell, Tintner& Piccola - Reserve for Filing Informal Account, Family Settlement Account, Schedule of Distribution - Mailing PA 41 and IRS 1041 (2014) 416.50 TOTAL DISBURSEMENTS: $ 43,352.96 III. RECAPITULATION: Gross Assets $172,435.71 Less: Total Disbursements 43,352.96 $129,082.75 Plus: Interest on CD's; Personalty; Appreciation on Stock, Dividends, and Refunds $ 4,136.79 All of which was earned during Estate Administration TO BE DISTRIBUTED: $133,219.54 IV. DISTRIBUTION: 1. John Noval, Step-son Specific Bequest (ITEM V) of Last Will and Testament of Decedent $ 15,000.00 2. Mary Ann Ingream, Friend Specific Bequest (ITEM IV) of Last Will and Testament of Decedent $ 20,000.00 3. Betty Bunting, Sister of Decedent General Bequest of 50% of Remaining Personalty including CASH (ITEM VI) of Last Will and Testament of Decedent $49,109.77 4. Marie Muncey, Sister of Decedent General Bequest of 505 of Remaining Personalty including CASH (ITEM VI) of Last Will and Testament of Decedent $ 49,109.77 TOTAL DISTRIBUTED: $133,219.54 IN WITNESS WHEREOF, the parties hereto have hereunto set their respective hands and seals the day and year first above written. In the presence of: A JOHN NOVAL, Beneficiary MARY NN INGREA , Beneficiary BETTY BUNTING, Beneficiary ,j MARIE MUNCEY, Beneficiary MARY N INGREA15 , Executrix Estate of Betty Bunting, Beneficiary Mar K avage, E ec for Gerald Bunting, Executor 4 SHORT CERTIFICATE - LETTERS TESTAMENTARY COMMONWEALTH OF PENNSYLVANIA: COUNTY OF WAYNE: I, Ginger Golden, Register of Wills in and for the County of Wayne, in the Commonwealth of Pennsylvania, DO HEREBY CERTIFY that on the 25th day of July 2014, LETTERS TESTAMENTARY on the Estate of BETTY R BUNTING deceased, were granted to MARY KAY BURKAVAGE GERALD BUNTING having first been qualified well and truly to administer the same. And I further certify that no revocation of said letters appears of record in my office. Date of Death: 7/5/2014 Given under my hand and seal of office this Social Security No. 176-22-5412 25th day of July 2014. Wayne County No. 31201 Register NOT VALID WITHOUT ORIGINAL SIGNATURE AND IMPRESSED SEAL IN WITNESS WHEREOF, the parties hereto have hereunto set their respective hands and seals the day and year first above written. In the presence of: JOHN NOVA.L, Beneficiary MARY ANN INGREA , Beneficiary BETTY BUNTING, Beneficiary MARIE MUNCEY, Beneficiary MARY 4TN INGREA `. , Executrix 4 e IN WITNESS WHEREOF, the parties hereto have hereunto set their respective hands and seals the day and year first abo�vj� �jn. NIA& In the presence of: P ; yPTAO � n (.Yt . V t Cal, JOHN NOVAL, Beneficiary { AVIARY iNN INGREA , Beneficiary BETTY BUNTING, Beneficiary MARIE MUNCEY, Beneficiary MARY N INGREA , Executrixes 4 e b IN WITNESS WHEREOF, the parties hereto have hereunto set their respective hands and seals the day and year first above written. In the presence of. JOHN NOVAL, Beneficiary t MARY ANN INGREA , Beneficiary BETTY BUNTING, Beneficiary ARIE MUNCEY, Beneficiar MARY ON INGREA '. , Executrix 4