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IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYL VANIA
ORPHANS' COURT DIVISION
ESTATE OF C. JANE MYERS, DECEASED
FILE NO. 2005-00783
FAMIL Y AGREEMENT AND FINAL RELEASE
THIS AGREEMENT by and between BONNIE L. MOYER, as Executrix of the Estate
of C. JANE MYERS, Deceased; BONNIE L. MOYER, SUSAN D. WERTZ and
MATTHEW J. WERTZ, as beneficiaries; CHARLES M. MOYER, as a beneficiary and as
Trustee of the Testamentary Trust for the benefit of ABIGAIL MOYER; JILL MORALES, as
a beneficiary and as Trustee ofthe Testamentary Trust(s) for the benefit of KATHRYN
ADAMS, SARAH ADAMS and MICHAEL MORALES; and JENNIE S. JONES, as a
beneficiary and as Trustee of the Testamentary Trust for the benefit of KYLE M. JONES.
WHEREAS, C. JANE MYERS, late of New Cumberland Borough, Cumberland County,
Pennsylvania, died testate on August 15,2005, having first made her Last Will and Testament
dated March 12,2001, which instrument was admitted to probate and is recorded in Cumberland
County, Register of Wills, File No. 2005-00783;
WHEREAS, BONNIE L. MOYER has been duly appointed as Executrix ofthe Estate of
C. Jane Myers, Deceased; and
WHEREAS, the parties in interest under the Last Will and Testament ofC. Jane Myers,.~
1. Bonnie L. Moyer, daughter
2. Susan D. Wertz, daughter
3. Charles M. Moyer, grandson
4. Jill Morales, granddaughter
Page 1 of 10
Deceased, are:
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5. Matthew J . Wertz, grandson
6. Jennie S. Jones, granddaughter
7. Charles M. Moyer, Trustee for the benefit of Abigail Moyer, great-granddaughter
8. Jill Morales, Trustee for the benefit of Kathryn Adams, great-granddaughter
9. Jill Morales, Trustee for the benefit of Sarah Adams, great-granddaughter
10. Jill Morales, Trustee for the benefit of Michael Morales, great-grandson
11. Jennie S. Jones, Trustee for the benefit of Kyle M. Jones, great-grandson
WHEREAS, BONNIE L. MOYER and SUSAN D. WERTZ are each entitled to 17%
of the residuary estate;
WHEREAS, CHARLES M. MOYER, JILL MORALES, MATTHEW J. WERTZ
and JENNIE S. JONES are each entitled to 8.25% of the residuary estate;
WHEREAS, ABIGAIL MOYER is entitled to 6.60% ofthe residuary estate and since
she has not attained the age of twenty-eight (28) and in accordance with the provisions of
Articles V, VI, VII and VIII of the Will, her applicable beneficial share will be placed in a
separate trust with CHARLES M. MOYER, TRUSTEE. Said share(s) may be disbursed
according to the terms and conditions of Article VI of the Will.
WHEREAS, KATHRYN ADAMS, SARAH ADAMS and MICHAEL MORALES are
each entitled to 6.60% ofthe residuary estate and since they have not attained the age of twenty-
eight (28) and in accordance with the provisions of Articles V, VI, VII and vrn of the Will, the
applicable beneficial share(s) will be placed in separate trust(s) with JILL MORALES,
TRUSTEE. Said share(s) may be disbursed according to the terms and conditions of Article VI
of the Will.
WHEREAS, KYLE M. JONES is entitled to 6.60% ofthe residuary estate and since he
has not attained the age of twenty-eight (28) and in accordance with the provisions of Articles V,
VI, VII and vrn of the Will, his applicable beneficial share will be placed in a separate trust with
Page 2 of 10
JENNIE S. JONES, TRUSTEE. Said share(s) may be disbursed according to the terms and
conditions of Article VI of the Will.
WHEREAS, each of the parties to this Agreement have been furnished with a complete
Statement of Account as attached hereto and marked as Exhibit A;
WHEREAS, it is the desire of the parties to this Agreement that administration of this
estate be completed and accomplished without a formal accounting to the Orphans' Court
Division of the Court of Common Pleas of Cumberland County, it being the desire of the parties
to avoid the expense, delay and publicity of a formal accounting;
NOW, THEREFORE, WITNESSETH, in consideration ofthe mutual promises,
covenants and agreements recited herein, the parties do agree as follows:
1. BONNIE L. MOYER, Executrix, does hereby state that she has fully and
faithfully discharged the duties of her office, and the Statement of Account (Exhibit A) is true
and correct and fully discloses all significant transactions during the accounting period. She
further states that all known claims against the Estate have been paid in full, and to the best of
her knowledge there are no claims outstanding against the Estate, and all taxes presently due
from the Estate have been paid.
2. Each of the parties to this Agreement does hereby release and forever discharge
the said Executrix, BONNIE L. MOYER, her heirs, executors, administrators and assigns,
JAN L. BROWN & ASSOCIATES, attorneys at law, and JAN L. BROWN, ESQUIRE from
any and all liability which may from time to time arise in connection with their service as
Executrix and Attorneys ofthe Estate ofC. Jane Myers, Deceased. The parties do further agree to
Page 3 of 10
indemnify and hold them harmless from any and all liability which may arise against the estate
from creditors or claimants.
3. Each ofthe parties does hereby acknowledge receipt of the assets described on the
distribution schedule.
4. Each ofthe parties acknowledges that this Agreement shall be indexed and
recorded in the estate proceedings and that the terms hereof shall be binding upon their respective
heirs, successors, administrators and assigns.
5. Each of the parties do further agree with each other and the aforesaid Executrix
that should any liability come due to the estate of the said decedent after the signing of this
Agreement, each will contribute pro rata his/her share of the estate to satisfy any and all claims,
demands, suits or causes of action which may be successfully prosecuted against the said estate
or the aforesaid Executrix after the signing, sealing and delivery of this Agreement.
6. This Agreement shall be governed by the laws ofthe Commonwealth of
Pennsylvania.
Page 4 of 10
IN WITNESS WHEREOF, I have hereunto set my hand and seal this lOth day of July,
2006.
WITNESS:
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COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF DAUPHIN
On this the 10th day of July, 2006 before me, a Notary Public, the undersigned officer,
personally appeared BONNIE L. MOYER, known to me or satisfactorily proven to be the person
whose name is subscribed to the within instrument, and acknowledged that she executed the
same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
(J~k{<< ~'fJ-
Nota ublic
l
MMOftWEAlTH OF PENNSYlVANIA
NOTARIAL SEAl
JACOUEUNE A. KEll'( NOTARY PUBLIC
IDWER PAXTON TWP., DAUPHIN COUNTY
MY COMMISSION EXPIRES DEC. 11,2007
Page 5 of 10
IN WITNESS WHEREOF, I have hereunto set my hand and seal this th day of July,
2006.
WITNESS:
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COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF DAUPHIN
On this the th day of July, 2006 before me, a Notary Public, the undersigned officer,
personally appeared SUSAN D. WERTZ, known to me or satisfactorily proven to be the person
whose name is subscribed to the within instrument, and acknowledged that she executed the
same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
Ja~!J~.
ot ublic 7
COMMONwEAlTH OF PENNSYlVANIA
NOTARIAL SEAl
JACQUEUf(E A. KEll'( NOTARY PUBlIC
lOWER PAXTON TWP., DAUPHIN COUNTY
IllY COMMISSION EXPIRES DEC. 17.2007
Page 6 of 10
IN WITNESS WHEREOF, I have hereunto set my hand and seal this 7th day of July,
2006.
WITNESS:
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COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF DAUPHIN
On this the 7th day of July, 2006 before me, a Notary Public, the undersigned officer,
personally appeared MATTHEW J . WERTZ, 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 and official seal.
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MMONWEAlYH OF PENNSYlVANIA
NOTARIAL SEAl
JACOUEuNE A. 1lELl'( NOTARf PU8UC
lOWER PAXTON TWP., DAUPHIN COUN1Y
MY COMMISSION EXPIRES DEe. 17, 2007
Page 7 of 10
IN WITNESS WHEREOF, I have hereunto set my hand and seal this 10th day of July,
2006.
WITNESS:
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CHARLES M. MOYER, B e iary and Trustee
under the Will of C. Jane rs for trust created for
the benefit of ABIGAIL OYER
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF DAUPHIN
On this the 10th day of July, 2006 before me, a Notary Public, the undersigned officer,
personally appeared CHARLES M. MOYER, 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 and official seal.
COMMONWEAlTH OF PENNSYlVANIA
NOTARIAL SEAL
JACOUEUNE A. KEll'( NOTARY PUBLIC
IDWER PAXTON TWP., DAUPHIN COUNTY
MY COMMISSION EXPIRES DEC. 17, 2007
Page 8 of 10
IN WITNESS WHEREOF, I have hereunto set my hand and seal this 10th day of July,
2006.
WITNESS:
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JILL M! RALES, Beneficiary and Trustee under the
Will of . Jane Myers for trusts created for the
benefit of KATHRYN ADAMS, SARAH ADAMS
and MICHAEL MORALES
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF DAUPHIN
On this the lOth day of July, 2006 before me, a Notary Public, the undersigned officer,
personally appeared JILL MORALES, known to me or satisfactorily proven to be the person
whose name is subscribed to the within instrument, and acknowledged that she executed the
same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
COMMONWEALTH OF PENNSYlVANIA
NOTARIAL SEAl
JACOUEUNE A. KEllY; NOTARY PUBUC
lDWER PAXTON TWP., DAUPHIN COUNTY
MY COMMISSION EXPIRES DEC. 17, 2007
Page 9 of 10
IN WITNESS WHEREOF, I have hereunto set my hand and seal this th day of July,
2006.
WITNESS:
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S. NES, Benefic' ry and Trustee under
ill of C. Jane Myers fo trust created for the
t of KYLE M. JONES
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF DAUPHIN
On this the th day of July, 2006 before me, a Notary Public, the undersigned officer,
personally appeared JENNIE S. JONES, known to me or satisfactorily proven to be the person
whose name is subscribed to the within instrument, and acknowledged that she executed the
same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
COMMONWEALTH OF PfNNSYlVANIA
NOTARIAL SEAL
.:oUEUNE A. KEllY, NOTARY PUBLIC
MY J:.MPAXTISSlON. TWP., DAUPHIN COUNTY
ON EXPIRES DEC. 17. 2001
Page 10 of 10
STATEMENT OF ACCOUNT OF THE ESTATE OF C. JANE MYERS
Date of Death 8/15/2005
Personal Property (date of death value)
318 Fifth St, New Cumberland, PA
1
Household goods
US Savings Bonds, Series HH (4 @ $500)
American Funds; 3,193.859 shs @ $53.69/sh
American Funds; 6,753.060 shs @ $18.70/sh
American Funds; 6,627.582 shs @ $18.20/sh
Cash on hand
Sovereign CD 2295282814
Sovereign CD 2295282806
Reimbursements and refunds
Total Assets
Income Earned Since Date of Death
Interest
American Funds; dividends
Realized loss on sale of American Funds
Total Income
Expenses
Funeral expense
Legal fee; J an L Brown
Executrix fee; Bonnie L. Moyer
Administrative costs; real property
Administrative costs; other
Debts of decedent
Tax: Inheritance
Tax: State Income
Total Expenses
Net Assets Available for Distribution
6/19/2006
Exhibit A, Page 1
$141,000.00
$1,500.00
$2,000.00
$171,478.29
$126,282.22
$120,621.99
$150.00
$5,422.34
$17,039.97
$2,843.19
$588,338.00
$10,141.31
$3,245.72
-$364.30
$13,022.73
-$849.00
-$18,843.00
-$15,000.00
-$12,430.60
-$1,351.22
-$4,750.53
-$24,576.54
-$430.00
-$78,230.89
$523,129.84
.
DISTRIBUTION TO BENEFICIARlES2
PURSUANT TO WILL DATED MARCH 12,2001
Household goods to family members 1
Bonnie L Moyer, daughter
17% residuary estate
Susan D Wertz, daughter
17% residuary estate
Charles M Moyer, grandson
8.25% residuary estate
Jill Morales, granddaughter
8.25% residuary estate
Matthew J Wertz, grandson
8.25% residuary estate
Jennie S Jones, granddaughter
8.25% residuary estate
Trust fbo Abigail Moyer, great-granddaughter
6.60% residuary estate
Trust fbo Kathryn Adams, great-granddaughter
6.60% residuary estate
Trust fbo Sarah Adams, great-granddaughter
6.60% residuary estate
Trust fbo Michael Morales, great-grandson
6.60% residuary estate
Trust fbo Kyle M Jones, great-grandson
6.60% residuary estate
Total Distribution
$1,500.00
$88,677.08
$88,677.07
$43,034.46
$43,034.46
$43,034.46
$43,034.46
$34,427.57
$34,427.57
$34,427.57
$34,427.57
$34,427.57
$523,129.84
1 Upon mutual agreement, household goods were distributed to various family members but are
not being considered as part of the residuary estate for purposes of distribution calculations.
2After final distribution is made, the residuary beneficiaries agree to reimburse the personal
representative if called upon to pay further liabilities of the decedent in the future.
6/1912006
Exhibit A, Page 2