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HomeMy WebLinkAbout11-12-14 ` a _..�_> d._ � � � c -� =7 m -,.. ca ��� ci :.;.`, '� `; :=;.3 r� � .-.; _ ,`,� c_ '> ;.�°7 .r_ . ..�.� IN RE : ESTATE OF J�HN B. CLONT2, DECEASED � ��.` �4 yc� � Date of Death: July 24, 2013 Will No. 0848 of 2013 � , _:� :: c;; � _ �`r t FAMILY SETTLEMENT AGREEMENT/RECEIPT AND RELEASE cn �..'� � cv �� The circumstances leading up to the execution of this instrument are as#ollows: 1. John B. Clontz died on July 24, 2013. On August 5, 2013, Testamentary Letters were granted to Robert C. Stought, long-time friend of Mr. Clontz and Executor as named in Mr. Clontz's Last Wili and Testament dated March 8, 2012. 2. Pursuant to his Last Will and Testament, the following people were named as Mr. Clontz's beneficiaries, each of whom is entitled to receive an equal one half (1i2) share of in his Estate: a. Dorothy Warren, 255 Vicksburg Lane, Foley, AL 36535 and b. Martha Gibson, 115 Jennings Circle, P. O. Box 99, Buffalo, SC 29321 1. An informal Accounting of the Administration of the Estate has been prepared by the Executor , and is attached hereto as Schedule "A." 2. In consideration of the foregoing and intending to be legally bound hereby, Dorothy Warren and Martha Gibson: A. Do hereby waive an audit of an account of the administration of the Estate of John B. Clontz, deceased, by the Orphans' Court Division of the Courk of Common Pleas of Cumberland County, Pennsylvania; B. Do hereby declare that they examined the attached informal account of the Estate of John B. Clontz, deceased, that they find it to be true and correct in all particulars; that they accept and approve it with the same force and effect as if it had been prepared and duly filed with, audited, adjudicated and confirmed absolutely by the Orphans' Court Division of the Court of Common Pleas of Cumberland County, Pennsylvania; C. Do hereby acknowledge that Robert C. Stought, Executor, distributed the assets of the Estate equitabiy to all af the beneficiaries named in the Will; D. Do hereby absolutely and irrevocably remise, release, quitclaim and forever discharge Robert C. Sfought, Executo�, his heirs, executors, administrators and assigns, of and from any and all action, reckonings, liabilities, claims and ;� > n t demands relating in any way to his administration of the Estate of John B. Clontz, deceased; E. Do hereby indemnify and hold harmless Robert C. Stought, Executor, his heirs, executors, administrators and assigns, from and against any and all claims, losses, liabilities and damage which they may suffer or to which they may be subjected by reason of his administration of the Estate of John B. Clontz, and the distribution of the estate without an account or the approval of the Orphans' Court Division of the Court of Common Pleas of Cumberland County, Pennsylvania, including but not limited to, any liability for any federal estate tax, Pennsylvania inheritance tax or any other death taxes, together with interest and costs incidentat thereto, relating in any way to fihe estate; and F. Do hereby declare it to be there intention that this instrument shall be legally binding upon them and upon their heirs, executors, administrators and assigns. Witness: �` _��?� '�" ate: September �q , 2014 Doroth arren Date: September , 2014 Martha Gibson demands reiating in any way to his administration of the Estate of John B. Clontz, deceased; E. Do hereby indemnify and hold harmless Robert C. Stought, Executor, his heirs, executors, administrators and assigns, from and against any and all claims, losses, liabilities and damage which they may suffer or to which they may be subjected by reason af his administration of the Estate of John B. Clontz, and the distribution of the estate without an account or the approval of the Orphans' Court Division of the Court of Common Pleas of Cumberland County, Pennsylvania, including but not limited to, any liability for any federal estate tax, Pennsylvania inheritance tax or any other death taxes, together with interest and costs incidental thereto, relating in any way to the estate; and F. Do hereby declare it to be there intention that this instrument shall be legally binding upon them and upon their heirs, executors, administrators and assigns. Witness: �,�►�.�h,�-�-,,.,a Date: September , 2014 Dorothy Warren � �� ht i�nn�� �c. !o h t� .' ) �'�'L { .t%�A.a,�^�'1 Date: September , 2014 Martha Gibson r1 e �t i N►i� r d � 1 Zb� �' ESTATE OF JOHN B. CLONTZ, DE�EASED ASSETS Stocks and Bonds $25,992.36 Cash, Bank Deposi#s 77,975.79 Total Assets $103,968.15 DISBURSEMENTS Funeral expenses and Administrative costs 21,620.26 Debts of the decedent 2,336.54 Inheritance tax 9,156.16 TOTAL $33,'!12.96 NET ASSETS/ EXPECTED DISTRIBUTION RESIDUARY ESTATE $70,855.19 EXPECTED DISTRIBUTION PER RESIDUARY BENEFICIARY $35,427.59 d s+