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Home My WebLink About06-04-07 6 PETITION FOR PROBATE AND GRANT OF LETTERS REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYL VANIA Estate of Raymond L. Schaffer also known as File Number 21-06-0423 , Deceased Social Security Number 177-12-7571 Patricia A. Wenrich, Petitioner(s), who is/are 18 years of age or older, apply(ies) for: (COMPLETE 'A' or 'B' BELOW:) o A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is / are the last Will of the Decedent dated August 20, 2003 and codicil(s) dated N/A (See Attached.) named in the (State relevant circumstances, e.g., renunciation, death of executor. etc.) Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution ofthe instrument(s) offered for probate, was not the victim of a killing and was never adjudicated an incapacitated person: III B. Grant of Letters of Administration d.b.n.c.t.a. (If applicable, enter: c.t.a.: d.b.n.c.t.a.: pendente lite; durante absentia; durante minoritate) Petitioner(s) after a proper search has / have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: (If Administration. c.t.a. or d.b.n.c.t.a., enter date of Will in Section A above and complete list of heirs.) I Name Relationship Residence I (See Attached.) ..-... "'-J ~(') = --.I -~ ::J:) - .- '- c:= ;;Z; , +- T. \,..1_) Decedent, then 85 years of age, died on Lebanon County, Pennsvlvania "'-0 (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. .:3 $ P "?'rn Decedent was domiciled at death in Cumberland County, Pennsylvania with his / her last principal resid~ 261 Redwood Lane Carlisle Middlesex Townshi Cumberland Coun Penns Ivania _J C'),. (List street address. townlcity, township, county, state, zip code) .~ c: .." ::z: . :0 at VA Medical Center, South Leba~ Tdwnship, ~ p W "-I' ,- ..~. ,~ .J r-, ..:J..} ( ) March 5, 2006 Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property (If not domiciled in PA) Personal property in Pennsylvania (If not domiciled in PA) Personal property in County Value of real estate in Pennsylvania $ $ $ $ 4,000.00 situated as follows: Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of Letters in the appropriate form to the undersigned: I Signature Typed or printed name and residence I Patricia A. Wenrich, 4 Laurel Drive, Mechanicsburg, P A 17055 Form RW-02 rev. 10.13.06 Page 1 of2 ... Oath of Personal Representative COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF CUMBERLAND The Petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief ofPetitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. Sworn to or affirme~dybscribed before me the Lf r' - day of xjJ~a~ , Signature of Personal Representative ~~ ,01007 ~91>>L~ tLaJ,~ For the Register Signature of Personal Representative () ~0 -~ :::0 ,J\:) ;l~o ,;;;-~ ._0-)~ ~} (--) -, 0' 0 .<'_ II '--'\......-. .::.u ....., -1 :r::; Signature of Personal Representative File Number: 21-06-0423 Estate of Raymond L. Schaffer , Deceased Social Security Number: 177-12-7571 Date of Death: AND NOW, having been presented before me, IT IS DECREED that Letters are hereby granted to Patricia A. Wenrich "> = r-.. -.. '- c::: ::;c: , +:- ~ :J::: _.;~? .-L, (j I (}.;~~ r;-i )-~~ .:.-;~) t. _~j () :::' ~i€ i'T'] ~ W c.n , in consideration of the foregoing Petition, satisfactory proof of Administration, d.b.n.c.t.a. and that the instrument(s) dated August 20, 2003, described in the Petition be admitted to probate and filed of record as the last Will (and Codicil(s)) of Decedent. in the above estate FEES Letters '" 0 . . . 0 . . . . . '" . $ Short Certificate(s) . .(~). $ Renunciation(s) .. .ll9.).. $ ~ ...$ .. . $ .. 0 $ .. . $ .. 0 $ .. . $ .. 0 $ .. . $ .. . $ TOTAL.............. $ ~ ,cD ~ ao.oo 3~ .OU ~fJ 0 cp Attorney Signature: Attorney Name: Supreme Court LD. No.: Address: Gates, Halbruner & Hatch, PoCo 10 13 Mumma Road, Suite 100 Lemoyne, PA 17043 Telephone: (717) 731-9600 Form RW-02 rev. 10./3.06 Page 2 of2 .. Estate of Raymond L. Schaffer Date of Death: March 5, 2006 Social Security No.: 177-12-7571 File No. 21-06-0423 Addendum to Petition for Grant of Letters of Administration, d.b.n.c.t.a - Pa~e -1- ADDENDUM TO PETITION FOR PROBATE AND GRANT OF LETTERS OF ADMINISTRATION. d.b.n.c.t.a. Raymond L. Schaffer ("Decedent") died on March 5, 2006, as a resident of261 Redwood Lane, Carlisle, Cumberland County, Pennsylvania. Raymond L. Schaffer's Last Will and Testament dated August 20,2003 (the "Will") was entered for probate in the Office of the Register of Wills, Cumberland County, Pennsylvania, on September 28, 2006, and Letters Testamentary were issued to the decedent's friend and named executor, George A. Weinrich, a.k.a. George A. Wenrich, as Executor of the Estate of Raymond L. Schaffer. During his lifetime, Raymond L. Schaffer established "The Raymond L. Schaffer Revocable Living Trust" under agreement dated July 16, 2003, by and between himself, as Settlor, and himself, as Trustee (the "Trust"). Subsequently, Raymond L. Schaffer signed and executed several amendments to the Trust. Pursuant to an amendment to the Trust, which amendment is dated August 20,2003, George A. Weinrich was named the First Successor Trustee of the Trust. George A. Wenrich passed away on October 6, 2006, after having assumed his duties as Successor Trustee and his duties as Executor. Raymond L. Schaffer was not survived by a spouse but he was survived by a daughter, Diane Farrel, who was specifically disinherited by both the Trust and Will. Due to George A. Wenrich's death, it has now become necessary to appoint a person as the successor administrator of the Estate and as the successor trustee of the Trust. George A. Wenrich's wife, Patricia A. Wenrich, is familiar with the status of the estate and trust administration and is the person most capable of expeditiously completing the administration ofthe estate and trust. Patricia A. Wenrich has consented to serve as both successor administrator (Administratrix, d. b. n. c. t. a.) and Successor Trustee. The Will did not name or designate a successor executor and the Trust did not name or designate a successor trustee. Pursuant to Title 20 Pa. C.S. Section 3155(b)(1 ), letters of administration will be granted in order of priority first to those entitled to the residue of the Estate. Pursuant to the section of the Will entitled "Residue of Estate," upon the death of Decedent, the residue of the Estate is to be distributed to the Trustee of the Trust. Therefore, the Trustee of the Trust would be entitled to administer the Estate pursuant to Section 3155(b )(1). Pursuant to the residuary clause ofthe Trust, and the compilation ofthe several amendments to the Trust, the residue Estate of Raymond L. Schaffer Date of Death: March 5, 2006 Social Security No.: 177-12-7571 File No. 21-06-0423 Addendum to Petition for Grant of Letters of Administration, d.b.n.c.t.a - Page -2- of the Trust is distributable to those named individuals and entities and in the amounts corresponding to their name. Pursuant to Section 8.01 of the Trust, the successor trustee is to be chosen by the majority of the Trust Beneficiaries (which are the same beneficiaries as listed on Exhibit C of the attached Agreement). The residual trust beneficiaries have each executed an Agreement to Designate Successor Trustee and Administratrix, d.b.n.c.t.a., thereby renouncing their individual rights to administer the Estate and Trust ofthe Decedent Raymond L. Schaffer, and requesting that Letters of Administration be issued to Patricia A. Wenrich as Administratrix d.b.n.c.t.a. of the Estate of Raymond L. Schaffer. Each original executed Agreement of Designate Successor Trustee and Administratrix d.b.n.c.ta. is attached hereto, complete with Exhibits as referenced in the Agreement