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HomeMy WebLinkAbout08-07-06 (2) t FAMILY SETTLEMENT AND FINAL RELEASE ESTATE OF HELEN N. CAMPBELL KNOW ALL MEN BY THESE PRESENTS, that WHEREAS, Helen N. Campbell, late of Mechanicsburg, Cumberland County Pennsylvania, Deceased, died Testate on March 11, 2005, having made her Last Will and Testament, which was duly executed on January 21, 2003, and duly recorded in Cumberland County, Pennsylvania File No: 21-05-0284, Register of Wills; and WHEREAS, the said Helen N. Campbell, by her aforesaid Last Will and Testament, named Robert F. Brown, Executor of her Last Will and Testament; and WHEREAS, Letters Testamentary on the Estate of the said Helen N. Campbell were duly issued by the Register of Wills of Cumberland County, Pennsylvania, to the said Executor on March 29, 2005; and WHEREAS, the said Robert F. Brown, as Executor of the Estate of Helen N. Campbell, having gathered the assets of the Estate of the said decedent and the assets consist of personal property to a total value of $883,175.86 as set forth in "Exhibit A", which is a statement of account of the said Executor and which is attached hereto and made a part hereof and marked "Exhibit A"; and WHEREAS, the debts and deductions, including the payment of Pennsylvania Inheritance Tax in the said Estate, amount to $188,617.07, leaving a balance for distribution of $694,558.79 also set forth in the statement of said Executor, which is attached hereto and marked as "Exhibit A"; and WHEREAS, the balance for distribution as shown in the said statement marked "Exhibit A" has been distributed in accordance with the terms of the Last Will and Testament of the said Helen N. Campbell. ,. , NOW, THEREFORE, KNOW YE, that I, Lloyd Wilkinson, 1355 Charleston Road, Wt!~sboro, Pennsylvania 16901-8459; I, Thomas Nell, 3181 East Overby Trail, Lake Leelanaw, Michigan 49653; I, Philip Nell, 51328-315 West Fifth Avenue, Russell, Ohio 50238; I, Benjamin Neil, 2511:Luther Road 431, Pun Tagora, Florida 33987; Kathy Nell Rich, 86 Hilltop Road, Hl.fl1tsville, Texas 77320; I, Michelle Gullage, 4104 Cypress Road, Apt. B, Harrisburg, (- --~, I.; . ( ( . Lj: c-'~ \ ~~ , Pennsylvania 17109; I, Deborah Barry, 120 Yellow Breeches Drive, Camp Hill, Pennsylvania 17011; I, Mildred M. Dell, 529 Orchard Street, Bel Mar, New York 12054; Thomas Campbell, 2140 Clarks Valley Road, Dauphin, Pennsylvania 17018; Shriner's Hospital for Crippled Children, Post Office Box 25356, Tampa, Florida 33662; and, Lloyd A. and Helen Nell Campbell Fund c/o The Greater Harrisburg Foundation, Post Office Box 678, Harrisburg, Pennsylvania 17108-0678, being those persons or entities entitled to inherit under the terms of the Last Will and Testament of the said Helen N. Campbell and being the persons or entities entitled to inherit under Items III and IV of the said Last Will and Testament do hereby acknowledge that we will receive from the aforesaid Executor, in full satisfaction and payment of all sum or sums of money, legacies, bequests and devises as are given, devised and bequeathed to them by the said Last Will and Testament the amounts due us under the said Last Will and Testament, and which amounts are in the amount set opposite the respective names in the Table and Schedule of Distribution and said Statement attached hereto and marked as "Exhibit A." I do hereby stipulate that in order to avoid the expense and time involved in the filing of a Formal Account and Schedule of Distribution, I agree that no account is necessary and do hereby agree that I do consent to distribution being made without the filing of an Account and Schedule of Distribution, the same to be with the same force and effect as if one had been filed and confirmed by the Orphans Court Division of the Court of Common Pleas of Cumberland County, Pennsylvania. THEREFORE, I do hereby remise, release, quit claim and forever discharge the same Robert F. Brown, Executor aforesaid, his heirs, executors, and administrators and assigns, of and from the said Estate from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever for or by reason thereof, or for any other use, matter, cause or thing whatsoever, touching upon the Estate of said Helen N. Campbell, and the deeds of the Executor of the Estate, and I do further hereby covenant and agree that should any liability come due to the Estate of the said Helen N. Campbell after the signing of this Agreement, I hereby covenant and agree as an aforesaid heir, that I will contribute pro rata, my share of the Estate to satisfy any and all claims, demands, suits or causes of action which may be successfully prosecuted against the Estate of Helen N. Campbell, Deceased, or the aforesaid Executor after the signing, sealing and delivery of this Family Settlement and Final Release. Robert F. Brown, Executor on the Last Will and Testament of Helen N. Campbell, Deceased, hereby declares that by penalties of perjury that he has fully and faithfully discharged the duties of his office; that the aforegoing Statement of Account is true and correct and fully discloses all significant transactions occurring during the account period; that all known claims against the estate have been paid in full; that the first complete advertisement on the Grant of Letters was more than four (4) months from the date the account was filed; that to his knowledge there are no claims now outstanding against the estate; and that all taxes presently due from the estate have been paid. He understands that false statements herein are made subject to the penalties of 18 Pa. C.S.A. Section 4904 relating to unsworn falsification to authorities. ~~~. Robert F. Brown, xecutor Sworn to and subscribed before me this e-9.(P day Of~ ~C\&w.A, N tary Public t1 0 ,2006 NOIW\l .. ...... .... J .... ..... NIIIc ;;~::;...J. ~fn IIL._.. ..<*.... ...... QOIN\ .;~ ..L..~ IJI.....17.1010 ESS WHEREOF, I hereunto set my hand seal this . <It _ ~ .. .. of Sworn to and subscribed before me this 3r-d day of ...lul~ ,2006 =c~~ ~ ./L cL day ,2006. No~1la1 Seal Susan Hunsberger, Notary Public Wellsboro Boro, Tioga County My Commission Expires Apr. 2. 2007 Member. Pennsylvania Association Of Notaries IN WITNESS WHEREOF, I hereunto set my hand seal this 0+"1 of VULf Sworn to and subscribed ,2006. before me this cS"~ day of JuLY ,2006 ~a~~ Notary Public 8::::T~-1 i~. R!CHTER NC;T.::':"":','- <~, ri.:>:iSf-\N r\;~\!cc., .' _.' __..; ", __" .':,U:'i3 ACT\i\lG li'-1 U=i:..:LJ~.i\l/"""" \"'.:_>UI'~ 1 ~ J14~. ThomaSNell day ~ S. Witness Kqr-c V\ S. IN WITNESS WHEREOF, I hereunto set my hand seal this 5th day of Ju I Lj ,2006. Sworn to and subscribed before me this 5 day of .JLtL~ ,2006 j;,-- fruJ~ j(.JIlAu~8' Notary Public MELODEE K IRVING I','" Notarial Seal - Iowa Commission t 117333 ~. My Commission Expires II-tj-Ofc . . _.~:,:;-r~~WJ-"l..':'_'q:.:;,~~~?..~'~:r.: 1 . ~ ') IN WITNESS WHEREOF, I hereunto set my hand seal this of Ju.I'1 ,2006. 1/ f( ,1 iL~ jJt=w 27/f SaH fa 5t~l-t 0 f tJ4UJ fJe,pi co Ceut~ of ~ Fe.. Sworn to and subscribed before me this -1L- day of ,2006 A()Dt2.G~5 Ga Iisteo G 7 1t / Fe ) ))tVI 8'7S0S- day ." "" /.P IN WITNESS WHEREOF, I hereunto set my hand seal this Of~~ ,2006. Sworn to and subscribed before me this 4> day o~ ,2006 ~ ~;J/ Nary Public ~ !2tJp.~ Kathy Yell Rich R4~ . " WItness day ~,\t~~'~t.""," .I"~."'#""~ $.... ...~~ ~~. ..:~i -;',;../o;;\~~$ '1/1'111"\ JOAN C HARVEY Notary Public. State of Texas My Commission Expires March 27, 2010 ..... . ,. 3 IN WITNESS WHEREOF, I hereunto set my hand seal this oft2~/ Sworn to and subscribed before me this .j rJ of~)6 day ,2006 u ,2006., -.!JJ '~~ ~Jl Mic elle Gullage ~('~ L }~-ns-rb Witness - COMMONWEALTH OF PENNSYLVANIA NOTARIAl SEAl JOLlA R. ERB,'HotM)' Public Susquehann. Twp., DaUphin County My Commission Expires Nov. 5, 2009 .-. day \-. \'d-l; IN WITNESS WHEREOF, I hereunto set my hand seal this of ~~ \ Sworn to and subscribed ~\-.. \d __ day before me this of -:t . ~ , ,2006 ~~~\ A~ Notary Public Notarial Seai Brenda L Gruber, Notary Public City Of Ha~st], !3J. 0;'1; '.lJhin County My Conlmls;:.lOf. ~xplre" May 5. 2007 Member. Pennsylvania AsSOCiation Of Notaries ,2006. ~~\3 . Deborah acry 0JYU-i 4~ ~V-Li~ Witness .J day ~lf IN WITNESS WHEREOF, I hereunto set my hand seal this of ~ Sworn to and subscribed ~lk~. N ta y Pubhc day ,2006 '!\\t /~ ,2006. -IN.-.~-M. Jd.JV ~. dM.Dell J, /' ~c(~ Witness day JULIE S McNEIL Notary Public, State Of New York No. 01 iJlC6060863 . Qualified In Albany County 07 OommlSSion Expires July 2, 20 _ ' IN WITNESS WHEREOF, I hereunto set my hand seal this of d ".,9 , 2006. . ~ Sworn to and subscribed before me this 3011+ day of j U Nt. ,2006 g,uu€- ff ~~ Notary Public COMMONWEALTH Of Pi:.NNSYLVANIA NOTARIAL SEAL , GRACE E SPITAL, Notary CPUbhtC . T Dauphin Qun Y Susquehanna wP'! M 17 2010} My Commission Expires ay, 1. 80TH day ~-,.4 ~L ~camp)>lj .---r' ' a.u.- Cd. 7C2tte~ itness '-- IN WITNESS WHEREOF, I hereunto set my hand seal this 7th day of July ,2006. ~~/k/a Shriners Hospitals for Children STATE OF FLORIDA COUNTY OF HILLSBOROUGH Sworn to and subscribed before me this 7 th day of July ,2006, by Jay Fleisher, as Managing Attorney of Shriners Hospitals for Children. He is personally known to me. ~ yj}/Cl ,l''"''< Vane..aL.Heltzman Notary Public v~man f~.'(,':.Commission#DD445225 ~. \)~ Expires July 27. 2009 ~ CF .....OF Bonded Troy Flln. l_roncl.l". aoo.3I5-7019 IN WITNESS WHEREOF, I hereunto set my hand seal this ~ day of '1~~ ,2006. Sworn to and subscribed before me this [p!!:J day of -41 J..-r .2006 '1\ .I . 'A Notarial Seal Dawn M. Moms, Notary PltlIic CIty Of Hanisburg, Dauphin Cotrty My Commission Expires Sept. 9, 2006 Mamber. Pennsylvani1'l A.ssociation Of NoI8Iills EXHIBIT A STATEMENT OF ACCOUNT ROBERT F. BROWN, EXECUTOR OF THE ESTATE OF HELEN N. CAMPBELL The Account charges himself as follows: Value at Value at PERSONAL PROPERTY Time of Death Time of Sale Adams County National Bank $55,668.60 $52,704.00 Certificate No. 21501 - 1098 Shares Certificate No. AC26629 - 1098 Shares PNC Financial Group 14,081.76 14,143.69 Stock No. CPT211888 264 Shares Verizon Stock Certificate 12,119.52 10,209.29 Bell Atlantic No. ZQ 4502 8882 Book Entry Shares - 168 Shares Bell South 16,334.28 17,462.90 Certificate No. ZQ 00584950 - 157 Shares Certificate No. BSC 113158 - 157 Shares Pennsylvania Power & Light 121,368.49 139,355.70 Certificate No. CL 125305 - 300 Shares Certificate No. CL 97607 - 300 Shares American Electric Power 16,785.00 18,314.23 Certificate No. M 94008 - 500 Shares Lucent Technologies 502.24 438.29 Certificate No. LU0629181-43 Shares Pennsylvania Insured Municipal Bond Trust 2,032.40 2,003.80 Certificate No. P18-4728 Series Eight - Five Units Putnam P A Exempt Income 44,000.00 45,841.76 Account No. A241207077956BBBR 1 Financial Data Services ML Muni BD National CL 1012-0000038270 IDS American Express Mutual Funds No. 08150781024 Shares 80725.507 Savings Bond Series EE Three bonds purchased 8/92 at $5,000.00 Total Value at date of death Citizens Bank Premier Growth Money Market No. 620838-540-0 Citizens Bank 4101 Carlisle Pike Camp Hill, Pennsylvania 17011 Account No. 6100764257 Pennsylvania Inheritance Tax Refund Interest and Dividends Earned TOTAL PERSONAL PROPERTY DISBURSEMENTS Musselman Funeral Home Personal Representative's Commissions Attorney's Fees Probate Fees Tax Return Preparer's Fees Cumberland Law Journal - Advertisement The Sentinel - Advertisement Post-Funeral Meal Messiah Village - Resident and Medical Fees Alert Pharmacy Services, Inc. - Medication AT&T - Phone Service $ 7,475.00 43,712.18 28,357.68 568.00 189.00 75.00 155.72 451.50 9,032.24 26.97 25.31 2 72,827.93 357,398.69 31,104.00 76,182.59 25,395.71 625.26 $846,426.47 $846,426.4 7 72,555.64 366,252.86 31,728.00 76,342.41 25,455.38 625.26 $873,433.21 9,742.65 $883,175.86 . Mobile X-Ray Imaging - Transportation of X-Ray Equipment Pennsylvania Income Tax 2004 Pennsylvania Income Tax 2005 I.R.S. Internists of Central Pennsylvania Medical Services Philhaven Behavioral Healthcare Services Capital Area Health Associates Citizens Bank - Service Fees UPS Delivery Pennsylvania Inheritance Tax Paid TOTAL DISBURSEMENTS BALANCE FOR DISTRIBUTION 70.52 452.00 279.17 140.00 21.03 127.01 6.18 36.80 33.00 97,382.76 PROPOSED DISTRIBUTIONS TO BENEFICIARIES Lloyd Wilkinson - Thomas Nell - Philip Nell Benjamin Nell Kathy Nell Rich -, Michelle Gullage - Deborah Barry . Mildred M. Dell - Thomas Campbell Shriner's Hospital for Crippled Children Lloyd A. and Helen Nell Campbell Fund c/o the Greater Harrisburg Foundation $70,219.90 $70,219.90 $70,219.90 $70,219.90 $70,219.90 $70,219.90 $70,219.90 $70,219.90 $70,219.90 $31,289.88 $31,289.88 TOTAL DISTRIBUTIONS TO BENEFICIARIES 3 $188,617.07 $694,558.79 $694,558.79