HomeMy WebLinkAbout08-16-79
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FAMILY AGREEMENT
THIS AGREEMENT made this /I.t:k day of
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MARGARET R. HAY, JACK S. KITZMILLER, LEE
, 1979,
BETWEEN:
D. KITZMILLER,
and CINDY B. PAXTON, being the legatees under the Last Will and Testament
of Helen M. Kitzmiller, late of the Borough of Newburg, Cumberland County,
Pennsylvania,
AND
LEE D. KITZMILLER and JACK S. KITZMILLER, Executors of the
Estate of Helen M. Kitzmiller, deceased,
WHEREAS, Helen M. Kitzmiller died June 5, 1978, testate,
and under her Will left her estate to the parties herein; and
WHEREAS, Letters Testamentary were granted to Lee D. Kitzmiller
and Jack S. Kitzmiller on July 6, 1978, by the Register of Wills of
Cumberland County, Pennsylvania; and
WHEREAS, all the assets of the late Helen M. Kitzmiller have
been liquidated or distributed and all her debts paid in full, and further
the period of four months having terminated since the first advertisement
of the issuance of Letters to the said Executors, the said party hereto
desires to waive the duty of the Executors to file a First and Final Account
with Proposed Schedule of Distribution for purposes of confirmation by The
Court of Common Pleas of Cumberland County, Pennsylvania, Orphans' Court
Division, AND FURTHER desire that a Family Settlement be executed, which
Family Settlement will be duly recorded among the deed records in and for
Cumberland County.
NOW, THEREFORE, WITNESSETH that the party hereto, in consideration
of the premises above stated, and of the Accounting and Proposed Schedule of
Distribution attached hereto and made a part hereof, and the receipt of their
distributive shares as therein shown, do mutually bind itself to the said
Distribution and Accounting as set forth and further mutually release each
other and in particular Lee D. Kitzmiller and Jack S. Kitzmiller, the
MARK AND WEIGLE
Attorneys at Law
StIIPpen.burg. ~..
LlblR 10G
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478
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MARK AND WEIGLE
Attorneys at Law
Shippensburg, Pa,
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COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF CUMBERLAND
On this, the //a. day of ~
, 1979, before me, a Notary
Public in and for said County and State, the undersigned officer, personally
appeared LEE D. KITZMILLER, JACK S. KITZMILLER and MARGARET R. HAY,
known to me (or satisfactorily proven) to be the persons whose names are
subscribed to the within instrument, and acknowledged that they executed
the same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
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ShiIter ~. NolIIy NaIic-
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STATE OF ~:
COUNTY OF &??7~ ;
SS.
On this, the II~ day of
/hI
, '1979, before me,
a ~otary Public. in' and for said County and State, the undersigned officer,
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personally .ppear~d CINDY B.PAXTON, known to me (or satisfactorily proven)
to be the p~rsonwhose name. is sQhscribed~to the within instrument, and
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acknowledged that she execut~d.t~e same Tor the purposes therein contained.
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IN WITNESS.WHEREOJ:, I hereunto set my hand and official seal:.<'~\~.~~~f;';""'",
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llli:.~ 106 f"cE 480
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MARKANOWEIGLE
Attorneys at Law
Shippensburg, Pa.
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. IN RE: .f:STATE OF HEu;N, M. !qTZMl..LLER,
late of the; Borough of Newburg, :
.Cumberland County, Pennsylvania, :
deceased
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYL VANIA
ORPHANS. COURT DIVISION
. Date of Death.
.June 5, 1978
Dates of Advertisement of Letters
News-Chroni.cle
Cumberland Law Journal
: July 2"1, 28, AUlilus t 4, 1978
July 21, 28, August 3, 1978
FIRST AND FINAL ACCOUNT
of Lee D.Kitzmi.11er and
Jack S. Kitzmiller, Executors
PRINCIPAL ACCOUNT
.
DR.
The Accountants charge themselves as follows:
Real Estate
ALL that certain tract of land situate in the
Borough of Newburg, County of Cumberland, Pennsylvania.
Sold at Publi.c Sale
$ 21,000.00
Personal Property:
Orrstown Checking Account - #10 126 5
6,633.00
Sale of Household Contents
2,539.60
Prorata of Real Estate taxes
160.04
Pennsylvania Electri.c Co. - Refund for overpayment
45.56
Eri.e Insurance Co. - Refund of Premi.um
8.00
United Telephone Co. - Refund
16.07
Adams Electric Company - Refund
8.38
State Employes Retirement on Delbert Kitzbiiller'
22,277.02
18,660.66
State Employes Retirement on Helen M. Kitzmiller
Orrstown Bank - Savings Account #17l-28~4673
11,000.00
Orrstown Bank - Interest on Savings Account #17l-28~4673
102.94
1973 Oldsmobile sedan
2,500.00
Distribution from Delbert A. Kitzmiller Estate
5,097.62
J. Paul Fogelsonger - Refund of premium
27.00
Income transferred to Principal
40~.37
$90. A7Q,'.2:6
TOTAL DEBITS
UBi:R 106 f",,[ 481
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MARK AND WEIGLE
Attorneys at Law
Shippen,burg, PI.
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The Accountants credit themselves as follows:
Register of Wills, Cumberland County- Letters
Testamentary and two short certificates
.
R & A Bender, Inc. - Garbage Service
United Telephone Co. - Telephone bill
Penelec - Electrical bill
J. Frank Pugh - Appraisal of Real Estate
Eby Granite Works - Monument
News-Chronicle - Advertising Letters
Cumberland Law Journal - Advertising Letters
John W. Fague, V. M. D. - Euthenasia & Burial
Fogelsanger Funeral Home - Funeral
Mark & Weigle - Reimbursement for advancement of 1% Realty
Transfer Tax
Penelec - Final electric bill
Valley Medical Group - Medical bill
Public Opinion - Advertising Public Sale
News-Chronicle - Advertising Public sale
Register of Wills, Cumberland County - Filing Inventory,
Appraisement, Statement.of Debts & Deductions
Regis ter of wilis, Cuniberland County - Filing Family Agreement
Mary E. Seavers - Notary Fee
'Mark & Weigle - Attorneys Fee
Register of Wills, Cumberland County- One short certificate
Register of Wills, Cumberland County - Pa. Inheritance Tax
Pennsylvania Dept. of Revenue - 1978 Income tax
TOTAL CREDITS
RECAPITULATION
TOTAL DEBITS . . . . . . . . .
.................
37.00
18.00
14.92
45.56
50.00
875.00
10.00
18.00
20.00
1,188.80
210.00
65.41
14.00
105.30
144.00
9.00
15 . 00
10..00
4,502.44
1.00
4,971.00
5.36
$12 , 329 . 79
$90,479.26
TOTAL CREDITS . . . . . . . . . . . . . . . . . . . . ~ . ., . ;. . 12 !I 329 _ 79
BALANCE FOR DISTRIBUTION . . . . . . . ~ ~ ~ ; . ~ . . . . . . . .$78..14"_47
UBtR 106 111,;[ 482
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IN RE: ESTATE OF HELEN M. KITZMILLER
, PROPOSED SCHEDULE OF DISTRIBUTION
~ouroAec.ountaJltspropose.d that distribution be made pursuant to the
Last Will and Testament of Helen M. Kitzmiller, late of Borough of Newburg,
Cumberland County, Pennsylvania, a copy of said Will being attached hereto
and made a part hereof.
BALANCE FOR DISTRIBUTION. . ~ . . . . . . . . . . . . $78.149.47
It is suggested that Helen M. Kitzmiller left to survive her four
children to wit: Margaret R. Hay~ Jack S. Kitzmiller, Lee D. Kitzmiller and
Cindy B. Paxton.
Your Accountants therefore suggest that distribution be made as follows:
TO: MARGARET R. HAY, Daughter of Decedent
One-fourth (1/4) share
$19,537.36
1973 Oldsmobile Sedan - In Kind -
Partial Distribution - 3-5-79
2,500.00
lO~OOO~OO
Balance in cash - $ 7,037.36
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TO: JACK. S. KITZMILLER, Son of Decedent
One-fourth (1/4) share
IN CASH
19,537.37
Partial Distribution - 3-5-79
lO~OOO.OO
Balance in cash - $9,537.37
TO: LEE D. KITZMILLER, Son of Decedent
One-fourth (1/4) share
IN CASH
19,537.37
Partial Distribution - 3-5-79
10.000.00
Balance in cash - $9,537.37
TO: CINDY B. PAXTON, Daughter of Decedent
One:"'fourth (1/4) share
IN CASH
19,537.37
Partial Distribution - 3-5-79
10~000.00
Balance in Cash- $9,537.37
$78,149.47
THIS EXHAUSTS THE FUND
MARK AND WEIGLE
Attorneys at Law
Shipp~nsb~rg, P,~.
llgi-R 10G fMvr 483
MARK AN'D WEIG'L.E
Attorneys at Law
Shippenlburg, Pa.
ESTATE OF HELEN M. KITZMILLER
INCOME ACCOUNT
DR.
The Accountants charge themselves as follows:
Orrstown Bank - Interest on SaYings Account #17l~28-4673
TOTAL DEBITS
CR.
The Accountants credit themselves as follows:
Mark & Weigle - Attorneys Fee
Income transferred to Principal Account
TOTAL CREDITS
RECAPITULATION
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$424.60
$424.60
$ 21.23
403.37
$424.60
TOTAL DEBITS . . ~ . . . . . . . . . . ~ . . . ~ . . . . . . . .. $424.60
TOTAL CREDITS . . . . ~ ~ ~ . . . . . . ~ . ~ . ~ . . . . . . . ~. 424.60
BALANCE FOR DISTRIBUTION . . ~ . . ~ . . . . . . . . . ~ . . . .. $000.00
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tlBtR 106 fM,;r 484
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WILLI~M R MARK:
ATTO,",NEY AT L.AW
5....' PPEN~F.lURG PA
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LAST WILL AND TESTAMENT
I, HELEN M. KITZMILLER, of Newburg, Cumberland County,
Pennsylvania, being of sound mind" memory and disposition, do hereby make,
publish and declare this my Last Will and Testament, hereby revoking and
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making void all wills by me at any time heretofore made.
FIRST. I order and direct the payment of all my just debts and funeral
expenses as soon as may be convenient after my decease.
SECOND. I give, devise and bequeath all my estate, real, personal and mi~ed,
whatsoever and wheresoever situate, to my beloved husband, DELBERT A.
KITZMILLER, absolutely.
THIRD. In the event my said husband predeceases me or is not living on the
60th day following my death, I then give, devise and bequeath my said estate
to my children in equal shares, on a per stirpes distribution basis.
FOURTH. I nominate, constitute and appoint my husband, DELBERT A. KITZMILLER,
to be the Executor of this my Last Will and Testam~nt; if he be unable to
fulfill the duties of Executor, I then nominate, constitute and appoint
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JACK S. KITZMILLER, of R. D. I, Newburg, Pennsylvania, and LEE D.
KITZMILLER, of R. D. 2, Chambersburg, Franklin County, Pennsylvania, to be
the Co-Executors of this my Last Will and Testament.
FIFTH. I direct that my personal representatives shall not be required to
give bond for the faithful performance of their duties in any jurisdiction.
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I Co-Executors of this my Last Will and Testament, I direct that they serve
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SIXTH.
In the event that the alternate Executors above named, serve as the
without receiving an Executor's commission for serving in such capacity.
(SEAL)
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\,'\IL.l_iAM r... MARIo{
'" rT.:JRNE"Y AT l-.AW
5HI"'....f':N!l"ltJ~G_ F'A
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l~ WITNESS WHEREOF, I, HELEN M. KITZMILLER, have hereunto set my
hand and seal to this my Last Will and Testament, writtE'n on :"'0 sheets of
paper, the first one signed for identification purpo.-ps onlv, this
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~;ibned, scdled, published and
declared tv HELEN M. KITZMILLER,
th~ TestJtrix, as and for her
Last '.Hlt and 'l'esrament, in the
presence of US who have at her
requcst ~ L'M.ed our names as
witnesses hereto in the
presence of the said Testatrix
aItd of E.nrh other.
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(SEAL)