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HomeMy WebLinkAbout02-04-15 Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: NORMA L. BLANK A/K/A NORMA S. BLANK Date of Death:3/6/2010 File Number:21-11-1283 Pursuant to Pa. O.C. Rule 6.12, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: . . . . . . . . . . . . . . . . . . . . WJ Yes El 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: C_r, m C> � M a. Did the personal representative file a final account with the Court? . . .Ca .�; 0Y(T F0, wo � k7) 1. t-t r,!n b. The separate Orphans' Court No. (if any) for the personal representative's account is: n `rt a =? --T11 C, co c. Did the personal representative state an account _ ►—� informally to the parties in interest? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ®✓- Yes O No d. Copies of receipts,releases,joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date gnature of Person Filing AisForm Capacity: QPersonn(/a^^l Representative ✓__ Counsel 6�T1cy b d L• GC4r[,rCW 6� Name of Person Filing this Form Address 1122 Fleetwood Drive, Carlisle PA 17013 717-422-7865 Telephone Forne RW-10 rev.10.13.06 APPROVAL OF ACCOUNT,RELEASE &1NDEMNIFICA1ION WHEREAS, NORMA L. BLANK A/K/A NORMA S. BLANK. died testate on May 6, 2010;and WHEREAS, ALFRED B. BLANK serves as Executor (hereinafter referred to as "EXECUTOR') of the ESTATE OF NORMA L. BLANK A/K/A NORMA S. BLANK. (hereinafter referred to as the"ESTATE"); and WHEREAS, Donna L. Godfrey, Esquire (hereinafter referred to as the "FIRM"), serve as counsel for the EXECUTOR;and WHEREAS, GARY F. BLANK (hereinafter referred to as the `BENEFICIARY") is to receive 50%of the residue estate pursuant to Article Third of the Will dated March 15, 1977; and WHEREAS,EXECUTOR has maintained an accounting of all income and expenses of the ESTATE's assets. BENEFICIARY is satisfied with the accounting performed by EXECUTOR and BENEFICIARY desires that the ESTATE be distributed without the formality of a court accounting; and WHEREAS,EXECUTOR is willing to consent to such distribution upon receipt of a proper release and indemnification,which it is the purpose of this document to provide. WHEREAS, it is the desire of the BENEFICIARY to receive a final distribution with the understanding that the distribution of the amount listed on the Schedule of Proposed Distribution in the First and Final Accounting,which is incorporated herein by reference,will be made to the other beneficiaries;and NOW,THEREFORE, in consideration of the willingness of the EXECUTOR to distribute and terminate the ESTATE in accordance with the laws of the Commonwealth of Pennsylvania without the protection afforded to him by a formal adjudication of his account, the undersigned BENEFICIARY does hereby. 1. Absolutely and irrevocably releases and discharges EXECUTOR and FIRM from any and all actions,suits,liabilities,claims,payments,accountants,reckonings,claims and demands whatsoever,for or by reason thereof. 2. Waives the preparation and filing of a formal account with the Orphans' Court of Cumberland County,Pennsylvania,with regard to the actions of the EXECUTOR, and accepts the First and Final Informal Accounting of the ESTATE. 3. Declares that he has examined the First and Final Informal Accounting of the administration of this ESTATE and approves it with the same force and effect-as if it had been prepared and duly filed with,audited and adjudicated by the Orphans Court. 4. Waives the benefit of Rule of Court No. 229.1 and any other provision permitting interest to be collected when payment is delayed after a Release is signed and that no amount shall be paid to any beneficiary until the other beneficiaries have agreed to the coordinated distribution of which this Release is a part. 5. Agrees to accept the sum of$30,620.69 compromised of cash and United States Savings Bonds as the final distribution of BENEFICIARY'S interest in the ESTATE. 6. Agrees to refimd to the EXECUTOR,the ESTATE,and the FIRM such part or all of the distributive share which at any time may be detemmined to have been an erroneous distribution, regardless of the cause of such error. 7. Agrees to indemnify and hold harmless EXECUTOR,the ESTATE, and the FIRM from all claims, liability, loss or expense asserted against the ESTATE provided that such refund and indemnification is limited to the value of the assets received by the BENEFICIARY from the ESTATE, including, but not limited to, any federal estate tax,Pennsylvania inheritance tax or any other taxes relating in anyway to the ESTATE. 8. Agrees that this Release and Indemnification shall be governed by the laws of the Commonwealth of Pennsylvania. IN WITNESS WHEREOF, BENEFICIARY, executes this Release and Indemnification, intending to be legally bound hereby,this day of 2014 WITNESS: GARY F. State of /V eCk7'L ss County of IfLa-?-r- On this,the�day of / ,2014,before me,the undersigned officer,personally appeared Gary F.blank,l own to me(or satisfactorily proven)to be the person whose name is subscribed to the within instrument,and acknowledged that he executed the same for the purposes therein contained. In witness whereof,I hereunto set my hand and o94cial seal. y 4 (SEAL) Notary Isublic AMY L. LAWE Notary.Public State of Nevada No.X07-!423-i INy Appt.;Exi).December 7,2014 fi f e L APPROVAL OF ACCOUNT.RELEASE &INDEIVINMCATION WHEREAS, NORMA L. BLANK A/K/A NORMA S. BLANK. died testate on May 6, 2010;and WHEREAS, ALFRED B. BLANK serves as Executor (hereinafter referred to as "EXECUTOR") of the ESTATE OF NORMA L. BLANK A/K/ANORMA S. BLANK. (hereinafter referred to as the"ESTATE");and WHEREAS, Donna L. Godfrey, Esquire (hereinafter referred to as the "FIRM"), serve as counsel for the EXECUTOR; and WHEREAS, ALFRED B. BLANK(hereinafter referred to as the `BENEFICIARY") is to receive 50%of the residue estate pursuant to Article Third of the Will dated March 15, 1977; and WHEREAS,EXECUTOR has maintained an accounting of all income and expenses of the ESTATE's assets. BENEFICIARY is satisfied with the accounting performed by EXECUTOR and BENEFICIARY desires that the ESTATE be distributed without the formality of a court accounting;and WHEREAS,EXECUTOR is willing to consent to such distribution upon receipt of a proper release and indemnification,which it is the purpose of this document to provide. WHEREAS, it is the desire of the BENEFICIARY to receive a final distribution with the understanding that the distribution of the amount listed on the Schedule of Proposed Distribution in the First and Final Accounting,which is incorporated herein by reference,will be made to the other beneficiaries; and NOW,THEREFORE, in consideration of the willingness of the EXECUTOR to distribute and terminate the ESTATE in accordance with the laws of the Commonwealth of Pennsylvania without the protection afforded to him by a formal adjudication of his account, the undersigned BENEFICIARY does hereby: 1. Absolutely and irrevocably releases and discharges EXECUTOR and FIRM from any and all actions,suits,liabilities,claims,payments,accountants,reckonings,claims and demands whatsoever,for or by reason thereof. 2. Waives the preparation and filing of a formal account with the Orphans' Court of Cumberland County, Pennsylvania,with regard to the actions of the EXECUTOR, and accepts the First and Final Informal Accounting of the ESTATE. -3. Declares that he has examined the First and Final Informal- Accounting of the administration of this ESTATE and approves it with the same force and effect as if it had been prepared and duly filed with,audited and adjudicated by the Orphans Court. 4. Waives the benefit of Rule of Court No. 229.1 and any other provision permitting interest to be collected when payment is delayed after a Release is signed and that no amount shall be paid to any beneficiary until the other beneficiaries have agreed to the coordinated distribution of which this Release is a part. 5. Agrees to accept the sum of $30,620.69 consisting of cash and United States Savings Bonds as the final distribution of BENEFICIARY'S interest in the ESTATE. 6. Agrees to refund to the EXECUTOR,the ESTATE,and the FIRM such part or all of the distributive share which at any time may be determined to have been an erroneous distribution, regardless of the cause of such error. 7. Agrees to indemnify and hold harmless EXECUTOR, the ESTATE, and the FIRM from all claims, liability, loss or expense asserted against the ESTATE provided that such refund and indemnification is limited to the value of the assets received by the BENEFICIARY from the ESTATE, including,but not limited to, any federal estate tax,Pennsylvania inheritance tax or any other taxes relating in anyway to the ESTATE. 8. Agrees that this Release and Indemnification shall be governed by the laws of the Commonwealth of Pennsylvania. IN WITNESS WHEREOF, BENEFICIARY, executes this Release and Indemnification, intending to be legally bound hereby,this 10 day of —)Lj�j 2014 WITNESS: k4-CFAD B-4B- Stateof AM511vola ll ss County of &M /0.4. On this,the 31D day of 2014,before me,the undersigned officer,personally appeared Alfred b.blank,known to me(or satisfactorily Proven)to be the person whose name is subscribed to the within instrument,and acknowledged that he executed the same for the purposes therein contained. In witness whereof,I hereunto set my hand andseal. SEAL) COM14ORWEALTH OF PENNSnVANIA Notary MAC 1Jr "U"',YL""11A Notarial Seal Nicole L. Ericks n,h0tary Public South Middleton-T-W-10 C be P., UM fiand county My Comenwon Expires Jan- 21, 201a