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HomeMy WebLinkAbout12-18-06 D<s- ()(J0l0 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_; 1~,':') ,;--) C) ~--:.] - j :",.) f",,), i") ~ 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: (, \\ \) ','--"'\ (~ )-1;\/''::: >'\ LIY'--C - ' '. ..-.' \ dl~ C ~Li~ n C. Duarte \ STATE OF PENNSYLVANIA COUNTY oFba itfJ It; f\- ) ) ss: ) 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. ,~Q, 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% RXHTRTT "R" 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 3 ~ lY m 6tttc1l-t.rS+ A""'''' i-lo mS, bJ (>\ tA. JlIlJ 1//- 5(; - J.., /:J.~ Telephone ?? '.7 U) 8. I V(., \J nu :1309002 ...~ "Ji ". :~t~':.-< (\, t~"-::_:('/;I Form RW.JO-re....'JO"1.3~6U..JJj'.J'v.