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F AMIL Y SETTLEMENT AND FINAL RELEASE
IN
EST ATE OF BONNIE S. SHEPLER
KNOW ALL MEN BY THESE PRESENTS:
WHEREAS, Bonnie S. Shepler, late of East Pennsboro Township, Cumberland
County, Pennsylvania died testate on December 19, 2004.
WHEREAS, Lori C. Duarte applied for Letters Testamentary, and was granted
the Letters on January 27,2005;
WHEREAS, Letters Testamentary, on the estate of the said decedent were duly
issued by the Register of Wills of Cumberland County, to the said Executrix, hereinafter called
Executrix;
WHEREAS, the Executrix did advertise the grant of letters and obtained proofs
of publication which are attached hereto as Exhibit "A";
WHEREAS, the said Executrix has gathered the assets of the estate of the said
decedent and the assets consist of both real property and personal property, to a total value of
$__275,000_;
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WHEREAS, the following debts, administrative costs, and deductions, including
the payment of inheritance tax in the said estate, amount to $_35,732.03
Funeral Home
Cemetary
Cumberland Law Journal
Carlisle Sentinel
Cumberland County Register
of Wills
Real Estate Settlement Costs
Electric
Water
Sewer
Gas
Phone
Cable
Home Insurance
Dr.
CPA
Inheritance Tax
Register of Wills (Family
Settlement)
$ 5,000.00
$ 1,000.00
$ 75.00
$ 137.03
Total
$ 50.00
$16,000.00
$ 200.00
$ --
$ 115.00
$ --
$ 90.00
$ --
$ 450.00
$ -.
$ 300.00
$12,295.00
$ 20.00
$35,732.03
WHEREAS, the balance for distribution has been reduced to cash and has been
distributed as herein indicated in accordance with the terms of this Family Settlement and Final
Release.
NOW, THEREFORE, KNOW YE, that I, Lori C. Duarte, being the heir of the
said decedent, and being that person being entitled to inherent, do hereby, acknowledge that I
have this day had and received from the aforesaid personal representative, full satisfaction and
payment of all sums or sums of money, which amount I have received this day, and which
amount is in the amount set opposite my respective names in the Table and Schedule of
Distribution in said statement attached hereto and marked Exhibit "B";
AND, 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 I 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 it had
been filed and confirmed by the Register of Wills, Cumberland County.
THEREFORE, I do hereby remise, release, quitclaim and forever discharge the
said Executrix, Lori C. Duarte, heirs, executors, and administrators and assigns, of and from the
said estate and 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 the said decedent, and I do further hereby covenant and agree that
should any liability come due to the estate of the said decedent after the signing of this
agreement, I do hereby covenant and agree that I will contribute my share of the estate after the
signing, sealing and delivery of this family settlement agreement and fmal release.
IN WITNESS WHEREOF, I have hereunto set my hand and seal on the date set
forth below.
WITNESSES:
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n C. Duarte
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STATE OF PENNSYLVANIA
COUNTY oFba itfJ It; f\-
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On this, the l.sft.-dayof Dece rYlb ef
, 2006, before me, a Notary
Public, the undersigned officer, personally appeared Lori C. Duarte, to be the person whose
name is subscribed to the within instrument, and acknowledged that she executed the same for
the purpose therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
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Notary Public
COMMONWEAL' h OF PENI".;:," i_. hi,
, Notarial Seal ----
Cynthia A. Rosborough, Notary Pub,ic
CityOfHarrisbwg, Dauphin County
My Commission Expires Aug 5, 2007
Member, Penns"lC~-;:;I;A-;;{x;~r>{)n Of Notaries
Name of Relative
1. Lori C. Duarte
SCHEDULE OF DISTRIBUTION
Share of Estate
100%
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Pa. O.C. Rule 6.12 STATUS REPORT
RRGT~TPQ OJ:' WILLR 0'(:' [\LtYv\il.F-"_~
COUNTY, PENNSYLVANIA
Name of Decedent: J5oAf"\i~ S, Sherp~r
Date of Death: ~ - 1<1 - 0 ~ File Number: c:QCJO s... a 00 fl;tp
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: . . . . . . . . . . . . . . . . . . . . ~Yes 0 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. I is YES, state the following:
a. Did the personal representative file a final account with the Court? . . . . . . . ~ Yes 0 No
b. The separate Orphans' Court No. (if any) for the personal
representative's account is:
c. Did the personal representative state an account
informally to the parties in interest? ...............................)Q Yes 0 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 J~ P5f OCtJ
Capacity: )ci Personal Representative 0 Counsel
Lo.,. C. Du.a r-+~
Name of Person Filing this Form
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