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HomeMy WebLinkAbout01-04-07 Last Uvt!{lfed 1110712006 IN THE MATTER OF THE EST ATE : IN THE COURT OF COMMON PLEAS OF VIRGINIA L. WERTZ, : CUMBERLAND COUNTY, PENNSYL VANIA DECEASED : ORPHANS' COURT DIVISION : NO.: 2005 - 00503 FINAL DISTRIBUTION FAMILY AGREEMENT THIS AGREEMENT is by and between Wilbert E. Wertz, Jr., individually and as Executor of the Estate of Virginia L. Wertz, Deceased, David C. Miller, Jr., Esquire, Counsel for the Estate, Norman E. Wertz of New Cumberland, Pennsylvania, as heir of the Estate, Linda K. Bender ofY ork Haven, Pennsylvania, as heir of the Estate, Joanne 1. Eagan of Wilmington, Delaware, as heir of the Estate, Debra A. Scott of Lewisberry, Pennsylvania, as heir of the Estate, and Wilbert E. Wertz, Jr. of Middletown, Pennsylvania, as heir of the Estate. WHEREAS, Virginia L. Wertz, who resided at 145 15th Street, New Cumberland, Cumberland County, Pennsylvania, 17070, died on April 20, 2005, with a Will, and whose Estate was opened on June 3, 2005, at the above number and term; and WHEREAS, Wilbert E. Wertz, Jr. has been appointed Executor of the Estate of Virginia L. Wertz, Deceased; and WHEREAS, the parties in interest for purposes of distribution of the Estate of Virginia L. Wertz, Deceased, are: (1) Norman E. Wertz, Son, and (2) Linda K. Bender, Daughter, and (3) Joanne 1. Eagan, Daughter, and (4) Debra A. Scott, Daughter, and (5) Wilbert E. Wertz, Jr., Son; and WHEREAS, each of the above identified parties is entitled to a one-fifth (1/5) distributive share of the residuary estate; and WHEREAS, it is the desire of the parties to this Agreement that final distribution of this Estate be accomplished without formal accounting to the Orphans' Court Division of the Court of Common Pleas, Cumberland County, Pennsylvania; and _" ,:j8 WHEREAS, it is the desire of the parties to this Agreem~iii tS.:f~eive the following distributive shares of the Estate: [;2 ":':1 f'l:1 ~_? In~7 LUU~ 1 ~ A. Distribution in kind: Personal Property - $437.00 to Norman E. Wertz, Linda K. Bender, Joanne 1. Eagan, Debra A. Scott, and Wilbert E. Wertz, Jr., for a total distribution of $2,185.00. B. August 18, 2006 - Partial Distribution - $13,000.00 cash paid to Norman E. Wertz, Linda K. Bender, Joanne 1. Eagan, Debra A. Scott, and Wilbert E. Wertz, Jr., for a total distribution of $65,000.00. C. December 1,2006 - Final Distribution - $3,241.93 cash paid to Norman E. Wertz; $3,241.92 cash paid to Joanne 1. Eagan, Debra A. Scott and Wilbert E. Wertz, Jr.; for a total distribution of $12,967.69. Linda K. Bender acknowledges that she received a $1,000.00 loan that needs to be repaid to the Estate before final distribution. Linda K. Bender owes the Estate $1,000.00 and her final distribution is reduced to $2,241.93. The total ofthe final distribution is $15,209.62. WHEREAS, the parties to this Agreement each acknowledge the proposed schedule of distribution as stated above; and WHEREAS, Norman E. Wertz, as a party to this Agreement, does acknowledge to have received from the Executor the sum of Sixteen Thousand Six Hundred Seventy-Eight and 93/100 Dollars ($16,678.93); and, Joanne 1. Eagan, Debra A. Scott and Wilbert E. Wertz, Jr., as parties to this Agreement do acknowledge to have received from the Executor the sum of Sixteen Thousand Six Hundred Seventy-Eight and 92/1 00 Dollars ($16,678.92) each, as distributions evidenced by the signatures of the parties on this Agreement. Linda K. Bender, as a party to this Agreement, does acknowledge to have received from the Executor the sum of Fifteen Thousand Six Hundred Seventy- Eight and 93/100 Dollars ($15,678.93), as distributions evidenced by her signature on this Agreement. NOW, THEREFORE, WITNESSETH, in consideration of the mutual promises, covenants and agreements recited herein the parties do agree as follows: 1. Each of the parties to this Agreement as heirs does hereby release and forever discharge David C. Miller, Jr., Esquire, Counsel for the Estate of Virginia L. Wertz, and Wilbert E. Wertz, Jr., Executor, from any and all liability which may from time to time arise in connection with services rendered as Counsel to the Estate and as Executor of the Estate of Virginia L. Wertz, Deceased. The parties do further agree to indemnify and hold harmless said Counsel to the Estate and Executor of the Estate of Virginia L. Wertz, Deceased, from any and all liability which may arise against the Estate from creditors or claimants. 2. Each of the parties does hereby acknowledge receipt of the cash assets described above, and a full accounting of the estate assets attached to this Agreement as Exhibit "A", Summary of Account. 2 3. Each party to this Agreement acknowledges that this Agreement shall be indexed and recorded in the Estate proceedings and that the terms hereof shall be binding upon his or her respective heirs, successors, administrators, and assigns. 4. This Agreement shall be governed by the laws of the Commonwealth of Pennsylvania. Dated: C)1.. O:J -07 ~,~ David C. Miller, Jr., Esquire, individually and as Counsel for the Estate of Virginia L. Wertz WITNESS: (~f)J~ ~J!, Witness for David C. Miller, Jr., Esquire (ffi'QAla1 " Witness for Wilbert E. Wertz Dated: , t./w/o '-~ ilbert E. Wertz, indivi a and as Executor of the Estate of Virginia L. Wertz, Deceased Dated: 11 /1 t~ /a C () ~ I I Norman E. Wertz, individ,u'ally heir of the Estate ofVirgiI1ia L Deceased '- Jill~ Witness for Linda K. Bender ~j-(~ ;/213~ Lin a K. Bender, individually and as heir of the Estate of Virginia L. Wertz, Deceased Dated: J d - d a . 0Cc, 3 @u Witness for Joanne I. Eagan Dated: 1.;J-d3~ (J l... Dated: ,a-'7.Oto JJJ,o 14 Witness for Wilbert E. Wertz, Jr. Dated: ta'/7.()lo , 4 Joa I. Eagan, individua y and as heir of the Estate ofVirginiaL. Wertz, Deceased tM...Q JAJ Debra A. Scott, individually and as heir of the Estate of Virginia L. Wertz, Deceased Wilbert E. ertz, Jr., indiv." I and as heir of the Estate of Virginia L. 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'S; E g t'll t'll ;OLL :::s.... ~ J:l00 '1: Cl).... -uCl) III .- Cl) .- lI: LL ~ 0 C) ~ ~ .5 ._ t'll:: LL...JLL Cl) u C t'll ni m ~ C t'll m - C Cl) ~ ~ :::s o MMNNN ~~~~~ ........ .... .... .... ~~~~~ NNNNN NMMMM ~~~~~ I I I I I ..: ..., ~ N ft Cl)'t: Nc 't:ICl):::'t:t'll c>oCl)C) Cl):> U 3: t'll muiUJ .w . .w...: ~;<Ct:Cl) t'll E l! Cl) 2 't:I~J:l:8t'll .5 0 Cl)'- 0 ...Jzo3:..., - C :::s o u u <C C Cl) U C .!!! t'll m C) C C 'j; E Cl) 0::: ~ID D A V IDe. M J L I. [R I R !lllliI'liC\' It l.OIl January 3, 2007 Glenda Farner Strasbaugh Register of Wills Cumberland County Court House Carlisle, P A 17013 RE: Estate of Virginia L. Wertz File No: 2005-00503 Dear Ms. Strasbaugh: Enclosed for filing please find a Final Distribution Family Agreement signed by the beneficiaries in this estate. I have included the $20.00 filing fee and an extra copy of page 1 of the Agreement to be time stamped and returned to me in the enclosed postage paid envelope. In addition, I have enclosed an original and one extra copy of the closing Status Report Under Rule 6.12. Would you please file the report of record and return the time stamped copy to me. Thank you for your cooperation in this matter. Should you have any questions regarding the enclosures, please contact me. Respectfully, CffiJdU." David C. Miller, Jr. Enclosures: Final Distribution Family Agreement (Original and Copy of Page 1) Status Report Under Rule 6.12 (Original and One Copy) Check #1265 Self-Addressed, Stamped Envelope cc: Wilbert E. Wertz, Jr. "dJ, .d' "(-\: lbi60 "J \ .'ti-,:,:;:J ..,,-,__\.tv (' ('\ "~r"rr ;.? IHJ ,~ . _, r. ",_.0' .,' _ ' l.j \J -.,.,;,,..';.~j <.-: i-~ ('" ~.... "'r -~ j LUJ~ I/U{.I S'/Jr/ng Gurdell j)r/t.e, Suife A . iHiddleto\\ !I , V\ /7()57. Pllol/e. 7!7-93()-(J/)'()h. Foy: 7 f 7-LJ39-l.7l)8 . r"-It!d'/ j),f.-id( STATUS REPORT UNDER RULE 6.12 BEFORE THE REGISTER OF WILLS, COUNTY OF Cumberland , PENNSYLVANIA Name of Decedent: Virginia L. Wertz. Date of Death: 4/20/2005 File No. 2005-00503 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to the completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: YES~ 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.1 is "Yes", state the following: a. Did the personal representative tile a tinal account with the Court? YES_ NO ~ b. The separate Orphan's 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? YES~ NO_ d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be tiled with the Clerk of the Orphans' Court and may be attached to this report. @QJ(lM Signature David C. Miller, Jr., Esquire Name (Please type or print) 1100 Spring Garden Drive. Suite A Address Date: 1/3/2007 Middletown PA 17057 (' f' .,71 11 I fl- r'J':31" Lfln? (J c.. 'r., ,.,,] , ~ ~ '" ..." 717 -939-9806 Tel. No. Capacity: Personal Representative ~ Counsel for personal representative CfjJ