Loading...
HomeMy WebLinkAbout05-12-15 (2) In the Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division File No. 21-13-1080 Estate of Karen A Ziegelmeier, Deceased Late of Township of Hampden First and Final Account Patricia Wolf, Executrix Date of Death: 05/27/2013 Date of Incapacity, if any: None Date of Executrix's Appointment: 10/10/2013 Date of First Complete Advertisement: Accounting forthe period: 05/27/2013 to 02/09/2015 Purpose of Account: Patricia Wolf, Executrix, offers this Account to acquaint interested parties with the transactions that have occurred during the Administration. It is important that the Account be carefully examined. Requests for additional information or questions or objections can be discussed with: Kevin D. Dolan Esq. Gingrich, Smith, Klingensmith & Dolan 222 S. Market Street, Suite 201 PO Box 267 ry Elizabethtown, PA 17022 rn r C3 rn C-5 (717)367-1370 �13 ZZI (z): =0 Supreme Court I.D. No. 27738 M rn M => f� ea - 5 771, C.5. J-A r-n' 4 CD, SUMMARY OF ACCOUNT Estate of Karen A Ziegelmeier, Deceased For the period of May 27. 2013 through February 9. 2015 Fiduciary Current Acquisition Proposed Distributions PAGES Value Value to Beneficiaries 21 50,696.52 PRI OPAL Receipts: This Account 3 403,587.67 Net Gain (or Loss) on Sales or Other Dispositions 5 11,974.26 415,561.93 Less Disbursements: Debts of Decedent 6 6,823.29 Funeral Expenses 5 17,580.27 Administration Expenses 5 53,080.75 Federal, State& Local Taxes 5 62,983.42 Commissions 5 23,000.00 Fees 5 20,000.00 Family Exemption 0.00 183,467.73 Balance Before Distributions 232,094.20 Transfer to (from) Principal 0.00 Distributions to Beneficiaries 13 175,500.00 Principal Balance on Hand 15 56,594.20 For Information: Investments Made Changes in Holdings 8 )NCO Receipts This Account 16 1,497.64 Net Gain (or Loss)on Sales 0.00 or Other Dispositions 1,497.64 Less Disbursements 18 7,395.32 Balance Before Distributions -5,897.68 Transfer to (from) Income 0.00 Distributions to Beneficiaries 0.00 Income Balance on Hand 19 -5,897.68 For Information: Investments Made Changes in Holdings COMBINED BALANCE ON HAND 20 50,696.52 Signature 23 Verification 24 - 2 - SCHEDULE A RECEIPTS OF PRINCIPAL Assets Listed in Inventory Fiduciary (Valued as of Date of Death) Acquisition Value Cash County of Lancaster-Veteran's death benefit 100.00 CVS Pharmacy-prescription refund 3.02 Discover-refund 25.25 Express Scripts-retirement monthly distribution 64.19 Holy Spirit Hopsital -refund 8.87 Jackson Siegelbaum Gastroenterology-refund 38.86 Medco Cash Balance Retirement Plan payments 227.92 Merck Company-uncashed dividend checks from 3.40 7/9/12-$1.68 and 1/8/13-$1.72 Merck Company-uncashed dividend checks from 361.25 7/9/12-$178.50 and 1/8/13-$182.75 Orthopedic Institute of PA-refund 15.99 Pennsylvania Bureau of Unclaimed property 8.42 Prorated taxes at real estate settlement-per HUD-1 2,364.02 Prudential -uncashed dividends from 12/14/2012- 62.00 $49.60 and 3/21/13-$12.40 The Hershey Company-uncashed dividend checks 5,953.50 from 3/11/2013 to 9/12/13 U.S.Treasury-2013 individual income tax refund 525.00 Total Cash 9,761.69 Personal Property 1996 Buick Regal -bluebook value 500.00 Total Personal Property 500.00 Stocks/Listed A&P stock-no value 0.00 American Scientific Corp stock-no value 0.00 Campbell Resources stock-no value 0.00 900.00000 shares Hershey Company 80,325.00 2,445.78900 shares John Hancock Bond A Account#00004851649 39,537.62 LaBarge stock-300 shares exchanged for cash 5,775.00 Medco stock-81 shares were exchanged for cash by 2;880.00 Express Scripts 429.00000 shares Merck&Company 20,231.64 - 3 - • SCHEDULE A RECEIPTS OF PRINCIPAL Continued Fiduciary Acquisition Value New Valley Corp. -no value 0.00 31.00000 shares Prudential 2,060.26 Total Stocks/Listed 150,809.52 Bonds 16 U.S. Savings Bonds Series E and EE-see attached 2,741.46 list Total Bonds 2,741.46 Real Estate Real estate-located at 609 Penn Ayr Road, Camp Hill, 239,775.00 Cumberland County, PA 17011,sale price Total Real Estate 239,775.00 Total Receipts 403,587.67 Total Receipts of Principal 403,587.67 - 4 - SCHEDULE 6 GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS - PRINCIPAL Gain LOSS 11/06/2013 John Hancock Bond A Account#00004851649 Net Proceeds 39,034.79 Fiduciary Acquisition Value -39,537.62 -502.83 11/29/2013 Medco stock Net Proceeds 2,880.00 Fiduciary Acquisition Value -2,880.00 0.00 02/28/2014 Prudential Net Proceeds 2,593.11 Fiduciary Acquisition Value -2.060.26 532.85 05/16/2014 4.00000 shares Merck&Company Net Proceeds 212.89 Fiduciary Acquisition Value -188.64 24.25 06/1212014 900.00000 shares Hershey Company Net Proceeds 87,359.07 Fiduciary Acquisition Value -80,325.00 7,034.07 07/10/2014 425.00000 shares Merck&Company Net Proceeds 24,928.92 Fiduciary Acquisition Value -20,043.00 4,885.92 TOTAL GAINS AND LOSSES/PRINCIPAL 12,477.09 LESS LOSS -502.83 NET GAIN OR LOSS 11,974.26 - 5 - SCHEDULE C DISBURSEMENTS OF PRINCIPAL Debts of Decedent Allstate 01/2812014 return overpayment 169.77 169.77 Camp Hill Emergency Physicians 12/13/2013 medical expense 33.31 . 33.31 Capital Cardiovascular 03/17/2014 medical expense 13.74 13.74 Capital Cardiovascular As 12/13/2013 medical expense 36.78 36.78 Clem Ciccarelli M.D. 1211312013 medical expense 397.18 397.18 Forest Park Health Center 01/28/2014 medical expense" 3,552.00 3,552.00 Hampden Physician's Assoc. 12/13/2013 medical expense 114.95 114.95 - 6 - SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued Holy Spirit Hod Imetall 12/13/2013 medical expense 8.87 8.87 Howard Roy Cohen M.D. 12/13/2013 medical expense 63.74 63.74 Jackson Siegelbaum Gastroenterology 12/1312013 medical expense 52.60 52.60 Lewin & Nadar Assoc 02/10/2014 medical expense 4.83 4.83 antgomery Medical Eauipment 12/13/2013 medical expense 27.16 27.16 Peerless Credit Services for Internists of Central PA 12/13/2013 medical expense 172.73 172.73 Pennsylvania Department of Revenue 10/23/2014 2013 individual income tax penalty 17.63 17.63 Quantam Imaging 12/1312013 medical expense 35.73 - 7 - SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued 35.73 Rehab Group East 12113/2013 medical expense 72.05 72.05 Silver Spring Ambulance 12/05/2013 medical expense 82.15 82.15 Spirit Physician's Services Inc-, 12/1312013 medical expense 130.61 130.61 The Bridges at Bent Creek 111121/2013 nursing home expenses 765.07 765.07 West Shore EMS-ALS Life Support 1 2/1 312 01 3 medical expense 1,001.62 12/13/2013 medical expense 70.77 1,072.39 Total Debts of Decedent 6,823.29 Funeral Eagnsous Gingrich Memorial 12/15/2013 headstone 3,636.00 3,636.00 - 8 - SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued Hershey Cemetery Company 06/11/2014 foundation 418.60 418.60 Trefz & Bowser Funeral Home. Inc. 08/15/2014 funeral expenses 13,525.67 13,525.67 Total Funeral Expenses 17,580.27 Administration Expenses A&M Auto Service Center 12/13/2013 507.74 507.74 Computershare 07/06/2014 surety bond for lost stock certificates 2,855.03 2,855.03 Cumberland Law Journal 11/21/2013 estate publication 75.00 75.00 Escrow for final closing costs 08/15/2014 1,000.00 1,000.00 Hamden TownshiR 12/05/2013 sewer&trash expenses during administration 579.18 - 9 - SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued 579.18 Michael Langan,Tax Collector 12/05/2013 real estate taxes for 2013 2,888.61 02/28/2014 2014 real estate taxes 588.54 3,477.15 P.P. & L. 12/05/2013 electric bills during administration from date of death 343.66 to 7/10/14 343.66 PA American Water 12/05/2013 water bills during administration from date of death to 109.20 7/10/14 109.20 Real Estate Settlement Charges 07/10/2014 per attached HUD-1 19,015.40 19,015.40 Register of Wills 11/21/2013 Letters Testamentary 408.50 04/24/2014 Short Certificates 10.00 08/19/2014 Additional cost of Letters Testamentary 100.00 518.50 Russell Brown 08/15/2014 Electrical work done at the decedent's residence 600.00 600.00 - 10 - SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued Santander Bank 12/03/2013 check charge 29.20 01/31/2014 account verification fee 20.00 49.20 Scott Solanski 01/08/2014 improvements to the decedent's residence in 9,474.83 preparation for sale 9,474.83 Seller Assist 07/1012014 for the purchase of the decedent's residence per HUD 12,359.72 -1 12,359.72 Shareowner Services 07/06/2014 surety bond for lost stock certificates, replacement 530.00 fee 530.00 Steven Zeigler, CPA 07/31/2014 preparation of decedent's 2013 income tax returns 915.00 915.00 The Patriot News 06/11/2014 estate publication 67.94 67.94 U Q1 12/05/2013 gas bills during administration from date of death to 603.20 7/10114 - 11 - SCHEDULE C DISBURSEMENTS OF PRINCIPAL Continued 603.20 Total Miscellaneous Administrative Expenses 53,080.75 Federal. State, and Local Taxes Pennsylvania Department of Revenue 08/14/2014 Inheritance Tax 62,983.42 62,983.42 Total Taxes 62,983.42 Commissions Patricia Wolf 08/15/2014 23,000.00 23,000.00 Total Commissions 23,000.00 Fees Gingrich, Smith. Klingensmith & Dolan 08/15/2014 20,000.00 20,000.00 Total Fees 20,000.00 TOTAL DISBURSEMENTS OF PRINCIPAL 183,467.73 - 12 - SCHEDULE D DISTRIBUTIONS OF PRINCIPAL Andre O.Ziegelmeier 08/14/2014 Andre O.Ziegelmeier-partial distribution 35,100.00 Cash-$35,000.00 One-fifth share of decedent's car-$100.00 35,100.00 Caren R. Herbert 08/14/2014 Caren R. Herbert-partial distribution 35,100.00 Cash-$35,000.00 One-fifth share of decedent's car-$100.00 35,100.00 Jennifer Miller 08/14/2014 Jennifer Miller-partial distribution 35,100.00 Cash -$35,000.00 One-fifth share of decedent's car-$100.00 35,100.00 John P.Ziegelmeier 08/14/2014 John P.Ziegelmeier-partial distribution 35,100.00 Cash-$35,000.00 One-fifth share of decedent's car-$100.00 35,100.00 Michael C.Ziegelmeier 08/14/2014 Michael C. Ziegelmeier-partial distribution 35,100.00 Cash-$35,000.00 One-fifth share of decedent's car-$100.00 35,100.00 - 13 - SCHEDULE D DISTRIBUTIONS OF PRINCIPAL Continued TOTAL DISTRIBUTIONS TO BENEFICIARIES 175,500.00 - 14 - PRINCIPAL BALANCE ON HAND Current Value Fiduciary 02/09/2015 Acquisition #Units Description or as Noted Value Casb Santander Bank 376,610.98 376,610.98 Total Cash 376,610.98 376,610.98 ASqat 1996 Buick Regal 500.00 Andre O.Ziegelmeier -35,100.00 Caren R. Herbert -35,100.00 -900.00000 Hershey Company -80,325.00 Holy Spirit Hopsital 8.87 Jennifer Miller -35,100.00 John Hancock Bond A Account#00004851649 -39,537.62 John P.Ziegelmeier -35,100.00 Medco stock -2,880.00 -429.00000 Merck&Company -20,231.64 Michael C. Ziegelmeier -35,100.00 Prudential -2,060.26 Total Assets -320,625.65 376,610.98 56,585.33 SCHEDULE G RECEIPTS OF INCOME Dividend Hershey Company 06/13/2014 436.50 436.50 John Hancock Bond A Account#00004851649 1110712013 28.15 28.15 Merck& Cori any 07108/2013 1.72 07/08/2013 182.75 1010712013 1.72 10107/2013 182.75 01/0812014 187.00 01/08/2014 1.76 04/07/2014 1.76 04/07/2014 187.00 07/10/2014 187.00 933.46 Prude tial 06/2012013 12.40 09/19/2013 12.40 01/06/2014 16.43 03120/2014 16.43 57.66 TOTAL DIVIDEND INCOME 1,455.77 Interest/Bond - 16 - SCHEDULE G RECEIPTS OF INCOME Continued U.S. Savings Bond Interest 05/2712013 41.87 41.87 TOTAL BOND INTEREST 41.87 TOTAL RECEIPTS OF INCOME 1,497.64 - 17 - SCHEDULEI DISBURSEMENTS - INCOME Expense ING0 Federal Withholdina Ta 05/16/2014 62.52 07/10/2014 6,994.80 7,057.32 Pennsylyania Department of Revenue 08114/2014 fiduciary income tax 84.00 84.00 U.S.Treasua 08114/2014 fiduciary income tax 254.00 254.00 TOTAL DISBURSEMENTS OF INCOME 7,395-32 INCOME BALANCE ON HAND Current Value Fiduciary 02/09/2015 Acquisition # Units Description or as Noted Value Gash Santander Bank -5,897.68 -5,897.68 Total Cash -5,897.68 -5,897.68 -5,897.68 -5,897.68 - 19 - COMBINED BALANCE ON HAND Current Value Fiduciary 02/09/2015 Acquisition # Units Description or as Noted Value Czab Santander Bank 370,713.30 370,713.30 Total Cash 370,713.30 370,713.30 Assets 1996 Buick Regal 500.00 Andre O.Ziegelmeier -35,100.00 Caren R. Herbert -35,100.00 -900.00000 Hershey Company -80,325.00 Holy Spirit Hopsital 8.87 Jennifer Miller -35,100.00 John Hancock Bond A Account#00004851649 -39,537.62 John P.Ziegelmeier -35,100.00 Medco stock -2,880.00 -429.00000 Merck&Company -20,231.64 Michael C. Ziegelmeier -35,100.00 Prudential -2,060.26 Total Assets -320,025.65 370,713.30 50,687.65 - 20 - PROPOSED DISTRIBUTIONS TO BENEFICIARIES Current Value Fiduciary 02/09/2015 Acquisition or as noted Value TO: Andre O.Ziegelmeier One-fifth (1/5)of the residue 10,139.30 10,139.30 TO: Caren R. Herbert One-fifth (1/5)of the residue 10,139.31 10,139.31 TO: Jennifer Miller One-fifth (1/5)of the residue 10,139.31 10,139.31 TO: John P.Ziegelmeier One-fifth(1/5)of the residue 10,139.30 10,139.30 TO: Michael C.Ziegelmeier One-fifth (1/5)of the residue 10,139.30 10,139.30 Total 50,696.52 - 21 - In the Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division File No. 21-13-1080 Estate of Karen A Ziegelmeier, Deceased Signature Patricia Wolf, Executrix - 22 - In the .Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division File No. 21-13-1080 Estate of Karen A Ziegelmeier, Deceased Verification Patricia Wolf, Executrix under the Last Will and Testament of Karen A Ziegelmeier, Deceased, hereby declares under oath that he/she has fully and faithfully discharged the duties of his/her office; that the foregoing Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the Estate have been paid in full; that, to his/her knowledge, there are no claims now outstanding against the Estate; that all taxes presently due from the Estate have been paid; and that the grant of Letters Testamentary and the first complete advertisement thereof occurred more than four months before the foregoing Account. This statement is made subject to penalties of 18 Pa. C.S.A. Section 4904 relating to unsworn falsification to authorities. Dated: O�'� S/,S 242:z Patricia Wolf, Executrix - 23 - APPROVAL OF ACCOUNT, RELEASE AND INDEMNIFICATION ESTATE OF KAREN A. ZIEGELMEIER, DECEASED The undersigned is one of the beneficiaries named in the Will of Karen A. Ziegelmeier, deceased, and desires that the estate be distributed without the formality of a court accounting. The Executrix of the Estate 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. In consideration of the willingness of the Executrix to distribute and terminate the estate in accordance with the terms of the Will without the protection afforded her by a formal adjudication of her account, the undersigned beneficiary, individually with respect to their heirs, personal representatives, successors and assigns, does hereby: 1. Acknowledge that I have read this Agreement and represent that the facts set forth above are true and correct to the best of my knowledge,information and belief. I further acknowledge that I am familiar with the provisions of the Will of decedent; 2. Waive the filing of a formal account of the administration of this Estate,with respect to the income and principal thereof, in any court which has jurisdiction, in particular the Orphans' Court Division of the Court of Common Pleas of Cumberland County, Pennsylvania; 3. Declare that I have examined the account and statement which is attached hereto and incorporated herein, and find them to be true and correct in all particulars; accept and approve the informal account with the same force and effect as if it had been prepared and duly filed with, audited,adjudicated and confirmed absolutely by such court which has jurisdiction over this estate, and as if the balance of principal and income had been awarded by said court in accordance with this Agreement and the account and statement; 4. Warrant that I know of no outstanding and unsatisfied claims against the estate and approve the distribution of the balance of principal and income shown on the attached account and statement as set forth above; 5. Absolutely and irrevocably release and discharge the Executrix, her personal representatives, heirs, successors and assigns, from any and all actions, liabilities, claims and demands, including specifically but not limited to liability arising in connection with any mistake of fact or law, or negligent or careless act or omission by the Executrix, in connection with the administration and distribution of assets shown in the statement,without a formal court accounting and adjudication; 6. With respect to any distributions of income or principal, which I have received, or will receive upon execution of this agreement, agree to indemnify and hold harmless the Executrix,her personal representatives,heirs,successors and assigns,from any liability,loss or expense(including but not limited to costs and counsel fees),arising from any cause whatsoever,which may be incurred by the Executrix as a result of the administration of this estate or distribution in accordance with this agreement including, but not limited to, any liability for any federal estate tax, Pennsylvania inheritance tax or any other death taxes and federal and state income taxes,together with any interest and costs incidental thereto, relating in any way to the Estate and also including,but not limited to, any assets received or payments or distributions made by reason of any negligence or mistake of fact or law; 7. Agree to refund to the Executrix, if and or as may be necessary, some part of the distributive share of the Estate received by me and which was distributed to me which may at any time be determined to have been an erroneous distribution to me. However, based upon all information known and now available to the Executrix it is believed that no such request will be necessary. 8. Agree to indemnify and hold harmless, KEVIN D. DOLAN, ESQ., and GINGRICH, SMITH, KLINGENSMITH & DOLAN, attorneys, of and from any claims including tax claims or demand ever made against him and his law firm by any heirs in the estate. 9. Agrees that this agreement shall be governed by the laws of the' Commonwealth of Pennsylvania. I1 WITNESS WHEREOF, I agree to be bound hereby and have signed this agreement this day of2015. f �. r Z, Andre ?�VeWlme-ier APPROVAL OF ACCOUNT, RELEASE AND INDEMNIFICATION ESTATE OF KAREN A. ZIEGELMEIER, DECEASED The undersigned is one of the beneficiaries named in the Will of Karen A. Ziegelmeier, deceased, and desires that the estate be distributed without the formality of a court accounting. The Executrix of the Estate 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. In consideration of the willingness of the Executrix to distribute and terminate the estate in accordance with the terms of the Will without the protection afforded her by a formal adjudication of her account, the undersigned beneficiary, individually with respect to their heirs, personal representatives, successors and assigns, does hereby: 1. Acknowledge that I have read this Agreement and represent that the facts set forth above are true and correct to the best of my knowledge,information and belief. I further acknowledge that I am familiar with the provisions of the Will of decedent; 2. Waive the filing of a formal account of the administration of this Estate, with respect to the income and principal thereof, in any court which has jurisdiction, in particular the Orphans' Court Division of the Court of Common Pleas of Cumberland County, Pennsylvania; 3. Declare that I have examined the account and statement which is attached hereto and incorporated herein, and find them to be true and correct in all particulars; accept and approve the informal account with the same force and effect as if it had been prepared and duly filed with, audited,adjudicated and confirmed absolutely by such court which has jurisdiction over this estate, and as if the balance of principal and income had been awarded by said court in accordance with this Agreement and the account and statement; 4. Warrant that I know of no outstanding and unsatisfied claims against the estate and approve the distribution of the balance of principal and income shown on the attached account and statement as set forth above; 5. Absolutely and irrevocably release and discharge the Executrix, her personal representatives, heirs, successors and assigns, from any and all actions, liabilities, claims and demands, including specifically but not limited to liability arising in connection with any mistake of fact or law, or negligent or careless act or omission by the Executrix, in connection with the administration and distribution of assets shown in the statement,without a formal court accounting and adjudication; . Ir 6. With respect to any distributions of income or principal, which I have received, or will receive upon execution of this agreement, agree to indemnify and hold harmless the Executrix,her personal representatives,heirs,successors and assigns,from any liability,loss or expense(including but not limited to costs and counsel fees),arising from any cause whatsoever,which may be incurred by the Executrix as a result of the administration of this estate or distribution in accordance with this agreement including, but not limited to, any liability for any federal estate tax, Pennsylvania inheritance tax or any other death taxes and federal and state income taxes,together with any interest and costs incidental thereto, relating in any way to the Estate and also including,but not limited to, any assets received or payments or distributions made by reason of any negligence or mistake of fact or law; 7. Agree to refund to the Exccatrix, if and or as may be necessary, some•part of the distributive share of the Estate received by me and which was distributed to me which may at any time be determined to have been an erroneous distribution to me. However, based upon all information known and now available to the Executrix it is believed that no such request will be necessary. 8. Agree to indemnify and hold harmless, KEVIN D. DOLAN, ESQ., and GINGRICH, SMITH, KLINGENSMITH &DOLAN, attorneys, of and from any claims including tax claims or demand ever made against him and his law firm by any heirs in the estate. 9. Agrees that this agreement shall be governed by the laws of the Commonwealth of Pennsylvania. IN WITNESS WHEREOF, I agree to be bound hereby and have signed this agreement this 1�tTH day of M R c 1-1- , 2015. Michael C. Ziegelmeier APPROVAL OF ACCOUNT, RELEASE AND INDEMNIFICATION ESTATE OF KAREN A. ZIEGELMEIER, DECEASED The undersigned is one of the beneficiaries named in the Will of Karen A. Ziegelmeier, deceased, and desires that the estate be distributed without the formality of a court accounting. The Executrix of the Estate 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. In consideration of the willingness of the Executrix to distribute and terminate the estate in accordance with the terms of the Will without the protection afforded her by a formal adjudication of her account, the undersigned beneficiary, individually with respect to their heirs, personal representatives, successors and assigns, does hereby: 1. Acknowledge that I have read this Agreement and represent that the facts set forth above are true and correct to the best of my knowledge,information and belief. I further acknowledge that I am familiar with the provisions of the Will of decedent; 2. Waive the filing of a formal account of the administration of this Estate, with respect to the income and principal thereof, in any court which has jurisdiction, in particular the Orphans' Court Division of the Court of Common Pleas of Cumberland County, Pennsylvania; 3. Declare that I have examined the account and statement which is attached hereto and incorporated herein, and find them to be true and correct in all particulars; accept and approve the informal account with the same force and effect as if it had been prepared and duly filed with, audited, adjudicated and confirmed absolutely by such court which has jurisdiction over this estate, and as if the balance of principal and income had been awarded by said court in accordance with this Agreement and the account and statement; 4. Warrant that I know of no outstanding and unsatisfied claims against the estate and approve the distribution of the balance of principal and income shown on the attached account and statement as set forth above; 5. Absolutely and irrevocably release and discharge the Executrix, her personal representatives, heirs, successors and assigns, from any and all actions, liabilities, claims and demands, including specifically but not limited to liability arising in connection with any mistake of fact or law, or negligent or careless act or omission by the Executrix, in connection with the administration and distribution of assets shown in the statement,without a formal court accounting and adjudication; 6. With respect to any distributions of income or principal, which I have received, or will receive upon execution of this agreement, agree to indemnify and hold harmless the Executrix,her personal representatives,heirs,successors and assigns,from any liability,loss or expense(including but not limited to costs and counsel fees),arising from any cause whatsoever,which may be incurred by the Executrix as a result of the administration of this estate or distribution in accordance with this agreement including, but not limited to, any liability for any federal estate tax, Pennsylvania inheritance tax or any other death taxes and federal and state income taxes,together with any interest and costs incidental thereto, relating in any way to the Estate and also including, but not limited to, any assets received or payments or distributions made by reason of any negligence or mistake of fact or law; 7. Agree to refund to the Executrix, if and or as may be necessary, some part of the distributive share of the Estate received by me and which was distributed to me which may at any time be determined to have been an erroneous distribution to me. However, based upon all information known and now available to the Executrix it is believed that no such request will be necessary. 8. Agree to indemnify and hold harmless, KEVIN D. DOLAN, ESQ., and GINGRICH, SMITH, KLINGENSMITH & DOLAN, attorneys, of and from any claims including tax claims or demand ever made against him and his law firm by any heirs in the estate. 9. Agrees that this agreement shall be governed by the laws of the Commonwealth of Pennsylvania. IN WITNESS WHEREOF, I agree to be bound hereby and have signed this agreement this 0 h day of JB A,2G l-r- - 32015. John P. Z , elmeier APPROVAL OF ACCOUNT, RELEASE AND INDEMNIFICATION ESTATE OF KAREN A. ZIEGELMEIER, DECEASED The undersigned is one of the beneficiaries named in the Will of Karen A. Ziegelmeier, deceased, and desires that the estate be distributed without the formality of a court accounting. The Executrix of the Estate 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. In consideration of the willingness of the Executrix to distribute and terminate the estate in accordance with the terms of the Will without the protection afforded her by a formal adjudication of her account, the undersigned beneficiary, individually with respect to their heirs, personal representatives, successors and assigns, does hereby: 1. Acknowledge that I have read this Agreement and represent that the facts set forth above are true and correct to the best of my knowledge,information and belief. I further acknowledge that I am familiar with the provisions of the Will of decedent; 2. Waive the filing of a formal account of the administration of this Estate, with respect to the income and principal thereof, in any court which has jurisdiction, in particular the Orphans' Court Division of the Court of Common Pleas of Cumberland County, Pennsylvania; 3. Declare that I have examined the account and statement which is attached hereto and incorporated herein, and find them to be true and correct in all particulars; accept and approve the informal account with the same force and effect as if it had been prepared and duly filed with, audited,adjudicated and confirmed absolutely by such court which has jurisdiction over this estate, and as if the balance of principal and income had been awarded by said court in accordance with this Agreement and the account and statement; 4. Warrant that I know of no outstanding and unsatisfied claims against the estate and approve the distribution of the balance of principal and income shown on the attached account and statement as set forth above; 5. Absolutely and irrevocably release and discharge the Executrix, her personal representatives, heirs, successors and assigns, from any and all actions, liabilities, claims and demands, including specifically but not limited to liability arising in connection with any mistake of fact or law, or negligent or careless act or omission by the Executrix, in connection with the administration and distribution of assets shown in the statement,without a formal court accounting and adjudication; 6. With respect to any distributions of income or principal, which I have received, or will receive upon execution of this agreement,agree to indemnify and hold harmless the Executrix,her personal representatives,heirs,successors and assigns,from any liability,loss or expense(including but not limited to costs and counsel fees),arising from any cause whatsoever,which may be incurred by the Executrix as a result of the administration of this estate or distribution in accordance with this agreement including, but not limited to, any liability for any federal estate tax, Pennsylvania inheritance tax or any other death taxes and federal and state income taxes,together with any interest and costs incidental thereto,relating in any way to the Estate and also including,but not limited to, any assets received or payments or distributions made by reason of any negligence or mistake of fact or law; 7. Agree to refund to the Executrix, if and or as may be necessary, some part of the distributive share of the Estate received by me and which was distributed to me which may at any time be determined to have been an erroneous distribution to me. However, based upon all information known and now available to the Executrix it is believed that no such request will be necessary. 8. Agree to indemnify and hold harmless, KEVIN D. DOLAN, ESQ., and GINGRICH, SMITH, KLINGENSMITH & DOLAN, attorneys, of and from any claims including tax claims or demand ever made against him and his law firm by any heirs in the estate. 9. Agrees that this agreement shall be governed by the laws of the Commonwealth of Pennsylvania. IN WITNESS WHEREOF,I agree to be bound hereby and have signed this agreement this 4 day of �� , 2015. � r . Caren R. Herbert APPROVAL OF ACCOUNT,RELEASE AND INDEMNIFICATION ESTATE OF KAREN A. ZIEGELMEIER, DECEASED The undersigned is one of the beneficiaries named in the Will of Karen A. Ziegelmeier, deceased, and desires that the estate be distributed without the formality of a court accounting. The Executrix of the Estate 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. In consideration of the willingness of the Executrix to distribute and terminate the estate in accordance with the terms of the Will without the protection afforded her by a formal adjudication of her account, the undersigned beneficiary, individually with respect to their heirs, personal representatives, successors and assigns, does hereby: 1. Acknowledge that I have read this Agreement and represent that the facts set forth above are true and correct to the best of my knowledge,information and belief. I further acknowledge that I am familiar with the provisions of the Will of decedent; 2. Waive the filing of a formal account of the administration of this Estate, with respect to the income and principal thereof, in any court which has jurisdiction, in particular the Orphans' Court Division of the Court of Common Pleas of Cumberland County, Pennsylvania; 3. Declare that I have examined the account and statement which is attached hereto and incorporated herein, and find them to be true and correct in all particulars; accept and approve the informal account with the same force and effect as if it had been prepared and duly filed with, audited,adjudicated and confirmed absolutely by such court which has jurisdiction over this estate, and as if the balance of principal and income had been awarded by said court in accordance with this Agreement and the account and statement; 4. Warrant that I know of no outstanding and unsatisfied claims against the estate and approve the distribution of the balance of principal and income shown on the attached account and statement as set forth above; 5. Absolutely and irrevocably release and discharge the Executrix, her personal representatives, heirs, successors and assigns, from any and all actions, liabilities, claims and demands, including specifically but not limited to liability arising in connection with any mistake of fact or law, or negligent or careless act or omission by the Executrix, in connection with the administration and distribution of assets shown in the statement,without a formal court accounting and adjudication; 6. With respect to any distributions of income or principal, which I have received, or will receive upon execution of this agreement, agree to indemnify and hold harmless the Executrix, her personal representatives,heirs,successors and assigns,from any liability,loss or expense(including but not limited to costs and counsel fees),arising from any cause whatsoever,which may be incurred by the Executrix as a result of the administration of this estate or distribution in accordance with this agreement including, but not limited to, any liability for any federal estate tax, Pennsylvania inheritance tax or any other death taxes and federal and state income taxes,together with any interest and costs incidental thereto,relating in any way to the Estate and also including,but not limited to, any assets received or payments or distributions made by reason of any negligence or mistake of fact or law; 7. Agree to refund to the Executrix, if and or as may be necessary, some part of the distributive share of the Estate received by me and which was distributed to me which may at any time be determined to have been an erroneous distribution to me. However, based upon all information known and now available to the Executrix it is believed that no such request will be necessary. 8. Agree to indemnify and hold harmless, KEVIN D. DOLAN, ESQ., and GiNGRICH, SMITH, KLINGENSMITH &DOLAN, attorneys, of and from any claims including tax claims or demand ever made against him and his law firm by any heirs in the estate. 9. Agrees that this agreement shall be governed by the laws of the Commonwealth of Pennsylvania. IN WITNESS WHEREOF, I agree to be bound hereby and have signed this agreement this 149 day of ) 2015. tJ 'fer ler Beaverson, Danielle From: Yvonne Yohe <YYohe@gskdlaw.com> Sent: Tuesday, May 12, 2015 11:00 AM To: Beaverson, Danielle Subject: Karen A.Ziegelemeir Estate Danielle, Please be advised that the First and Final Account that you have in your offices for filing for the Estate of Karen A. Ziegelmeier is an "Informal Account". The $15.00 check is to be applied toward the filing fee. Thank you for your assistance. Yvonne M. Yohe Paralegal for Kevin D. Dolan, Esq. Gingrich, Smith, Klingensmith & Dolan 222 South Market Street P.O. Box 267 Elizabethtown, PA. 17022 (717) 367-1370 ext. 132 (717) 367-3219 (fax) NOTICE: Confidentiality Notice and Disclaimer This e-mail transmission, including any attachments, is intended only for the recipient(s) listed above and may contain information that is confidential and privileged. Any unauthorized review, use, disclosure,forwarding or distribution is prohibited. If you are not the recipient, please contact the sender by reply e-mail and destroy all copies of the original message. ry cn z� M.. rl --•t r-: NM :J CD F-a U) C:) -�3 y 1