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Home My WebLink About02-0184PETITION FOR PROBATE and GRANT OF LETTERS Estate of James E. Wentz No. also known as N/A To: Deceased. Social Security No. 177-24-61.78' The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut in the last will of the above decedent, dated and codicil(s) dated none Register of Wills for the County of Cumberland Commonwealth of Pennsxlvania in the rix named 7 Ju_ne , 19 99 (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in CXanberland County, Pennsylvania, with h is last family or principal residence at 851 Magaro Road (list street, number and muncipality) /- Decendent, then 71. years of age, died 31 D~mb~r 20(3] , 19. , at mnnl~; D~nnsylx_r~D~ Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: N/A, ' Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ ~9; ooO.D~ (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ situated as follows: WHEREFORE, petitioner(s) respectfully presented herewith and the grant of letters theron. request(s) the probate of the last will and codicil(s) testamentary (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) OATH OF' PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA q COUNTY OF Cumberland ) SS 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 of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed before me this 14th day of No. 21-2002-184 Estate Of James E. Wentz , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW February 19 .............. 19_2._0_0_2_., in cov, sideraiion c ,:,:: ,'<i:io-. on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated 7 June 1999 described therein be admitted to probate and filed of record as the last will of James E. Wentz and Letters testamentary are hereby granted to J~ FEES Probate, Letters, Etc .......... $ 25.00 hort Certificates(4) .......... $ 12,00 09 ~.5.. enuncmuon ................ $. 3 cc>- X-Paoes (3) $. 9.00 JCP 5.00 TOTAL __ $ Filed F.e.b. ru~k'?g.. 19.,2002 ..... $..5.4,00... Registg of Wills Ml~ry Samuel L. Andes Supreme court ID # 17225 ATTORNEY (Sup. Ct. I.D. No.) 525 North 12th Street Lemoyne, Pa 17043 ADDRESS (717) 761-5361 PHONE NAILED LETTERS TO A2~fORNEY ON 2-20-2002 his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. P 8045629 ~~ /- _~'_.~?_ No. ~ Da"-te - COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH .......... ........... · %'-,x_o,~> E~o,.~_r u,J~,~rz_ ~le. I, /77-:~'/ -~/'~;' 1, ~,. -'.- - 21-2002-184 lAST JlVlL L AND TESTAMENT I, JAMES E. WENTZ, of 851 Magaro Road, Enola, Cumberland County, Pennsylvania 17025, do hereby make, publish and declare this to be my last will and testament, hereby revoking all wills heretofore made by me. 1. I direct my personal representative to pay all of my debts, funeral and administrative expenses as soon as convenient after my decease. I direct that all inheritance taxes imposed or payable by reason of my death and interest and penalties thereon with respect to all property, whether or not such property passes under this Will, shall be paid by my personal representative out of my estate. 2. I authorize and empower my personal representative to sell any realty and/or personalty owned by me at my death and not specifically devised or bequeathed herein, at public or pdvate sale or sales and to give good and sufficient deeds and/or bills of sale therefor, in fee simple, as I could do if living. My representative is authorized and empowered to engage in any business in which I may be engaged at my death, for such period of time after my death as seems expedient to said representative. 3. I give, devise and bequeath all of my estate of whatever nature and wherever situate to my spouse, Joyce Henderson Wentz. 4. If my spouse does not survive me by a period of at least sixty (60) days, then my estate I give, devise and bequeath as follows: ^. Any real estate that I own at my death, the fixtures and other household and personal contents therein, any interest I may retain at my death in any real estate in Georgia, and any cash in my possession to Lynda Kathryn Welch, or if she is deceased then to her children, share and share alike, the child or children of any deceased child taking the share their parent would have taken if living. In addition, I forgive any debt owed to me by Lynda Kathryn Welch at the time of my death. B. All the rest, residue and remainder of my estate as follows: 1 .) 50% to Lynda Kathryn Welch, or if she is deceased, then to her children, share and share alike, the child or children of any deceased child taking the share their parent would have taken if living; 2.) 25% to Kathryn Evelyn Hawkins; and 3.) 25% to Nancy Carol Drew. C. If Kathryn Evelyn Hawkins and / or Nancy Carol Drew do not survive me, then the share of my estate given to them, or either of them, in subparagraph B.2. and / or B.3 above I give, devise and bequeath to Lynda Kathryn Welch, Or if she is deceased then to her children, share and share alike, the child or children of any deceased child taking the share their parent would have taken if living. 5. I nominate and appoint my spouse to be the personal representative of my estate, to serve without bond. If my spouse cannot or does not serve, then I appoint Lynda Kathryn Welch to be the substitute personal representative, also without bond. 6. I suggest that my personal representative retain the services of the Law Offices of Harold S. Irwin, III, Carlisle, Pennsylvania in the settlement of my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 7th day of June, 1999. ~A"MES E. WENTZ ~ ~ Signed, sealed, published and declared by the above-named person as and for a last will and testament, in our presence, who at said person's request, in said person's presence and in the presence of each other have hereunt° set our names as subscribing witnesses. ACKNOWLEDGMENT AND AFFIDAVIT WE, JAMES E. WENTZ, GAY L. IRWIN and HEATHER A. BARBOUR, the testator and witnesses respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testator signed and executed the instrument as his last will and that he had signed willingly, and that he executed it as his free and voluntary act for the purpose herein expressed, and that each of the witnesses, in the presence and hearing of the testator, signed the will as a witness and that to the best of their knowledge the testator was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. HEA:THEI~ A. BARBOUR COMMONWEALTH OF PENNSYLVANIA · :SS: COUNTY OF CUMBERLAND ' Subscribed, sworn to and acknowledged before me by JAMES E. WENTZ, the testator herein, and subscribed and sworn to before me by GAY L. IRWIN and HEATHER A. BARBOUR, witnesses, this 7TM dayAof June, 1999. C~r!isle Boro, Cumberland County '"' ~n Expires Sept. 23, 2002 .-,., :3lion of Notaries CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: James E. Wentz Date of Death: 31 December 2001 Will No. Admin. No. 21-02-0184 To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans Court Rules was served on or mailed to the follbwing'beneficiaries of the above-captioned estate on 4 March 2002: Name Address Joyce Henderson Wentz 851 Magaro Road, Enola, PA 17025 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None Date: ~,~ /'~' ~Z 002_ Name: Samuel L. Andes Address: 525 N. 12th Street Lemoyne, PA 17043 Telephone # 717 761-5361 Capacity: Personal Representative Counsel for Personal Representative STATUS REPORT UNDER RULE 6.12 Name of Decedent: James E. Wentz Date of Death: 31 December 2001 Will No. Admin. No. 21-02-0184 To the Register: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, 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 X 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 file a final account with the Court? Yes__ 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? Yes )~ 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: Name: Samuel L. Andes Address: 525 N. 12th Street Lemoyne, PA 17043 Telephone # 717 761-5361 Capacity: Counsel for Personal Representative STATUS REPORT UNDER RULE 6.12 Name of Decedent: James E. Wentz Date of Death: 31 December 2001 Will No. Admin. No. 21-02-0184 ~. To the Register: -. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, 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 .n.o ~ 2. If the answer is No, state when the ~oersonal 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 file a final account with the Court? Yes__ No ~' B. The separate Orphans' Court No. (if any) for the personal representative's account is: ~//~r 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 filed with the Clerk of the Orphans' Court and may be attached to this report. Date: 541g~ture ~ - . Name: Samuel L. Andes Address: 525 N. 12th Street Lemoyne, PA 17043 Telephone # 717 761-5361 Capacity: Counsel for Personal Representative BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ...._..N.OT):!;EOF INHi:::l<-ITANCE TAX APPRAJ~E!lENij'ALLOWANCE OR DISALLOWANCE iOF DEDU9HON!; AND ASSESSMENT OF TAX *' REV-1547 EX AFP (06-05) ,. rDATE 02-12-2007 PH " 20ESTATE OF WENTZ JAMES E DATE OF DEATH 12-31-2001 FILE NUMBER 21 02-0184 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 04-13-2007 ( See reverse side under Objections) Amount Remittedl I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +-- ------------------------------------------------------------------------------------------- REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF WENTZ JAMES E FILE NO. 21 02- 0184 ACN 101 DATE 02-12-2007 inn"', n:'p I ? '-v 0' I i...D ,_ SAMUEL LANDES 525 N 12TH ST LEMOYNE PA 17043 TAX RETURN WAS: ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. 3. 4. 5. 6. 7. S. Stocks and Bonds (Schedule B) Closely Held Stock/Partnership Interest (Schedule C) Mortgages/Notes Receivable (Schedule D) Cash/Bank Deposits/Misc. Personal Property (Schedule E) Jointly Owned Property (Schedule F) Transfers (Schedule G) (l) (2) (3) (4) (S) (6) {n .00 .00 .00 .00 .00 .00 .00 (S) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. Total Assets .00 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. 10. 11. 12. 13. 14. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) Debts/Mortgage Liabilities/Liens (Schedule I) (10) Total Deductions Net Value of Tax Return Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) Net Value of Estate Subject to Tax .00 .00 <ll) <l2) <l3) <l4) .00 .00 .00 .00 NOTE: If an assess.ent was issued previously, lines 14, 15 and/or 16, 17, 18 and reflect figures that include the total of !.b.b. returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate <lS) .00 X DO 16. Amount of Line 14 taxable at Lineal/Class A rate <l6) .00 X 045 = 17. Amount of Line 14 at Sibling rate <l7) .00 X 12 = 18. Amount of Line 14 taxable at Collateral/Class B rate <lS) .00 X 15 = 19. Principal Tax Due <l9)= 19 will .00 .00 .00 .00 .00 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE /",.,l A R~FUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~ REV-1470 EX (6-88) '* INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG PA 17128-0601 DECEDENrS NAME FILE NUMBER REVIEWED BY ACN 2102-0184 101 James Wentz Joan M. Peters SCHEDULE ITEM NO. EXPLANATION OF CHANGES Efforts to obtain an Inheritance Tax return have been exhausted for the above referenced estate. Therefore, the filing requirements have been waived. The Department however, reserves the right to assess any assets that may be recovered at a future time. PaQe 1