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HomeMy WebLinkAbout11-19-09PETITION FOR PROBATE AND GRANT OF LETTERS REGISTER OF WILLS OF CUMBERLAND Estate of Theodore E. Wheeler also knov~m as Ted Wheeler Deceased COUNTY, PENNSYLVANIA File Number _/~j' ' V -/ - I O 0 1 Social Security Number 204-28-1389 Petitioner(s), who is/are 18 years of age or older, apply(ies) for: (COtVtPLETE A' or 'B' BELOW.•J A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is /are the Executors last Will of the Decedent dated tune 22, 2009 and codicil(s) dated Q ua , -t t~ C~ ~ c[~ _r :~ :~~ '~` _ _ _ named irrt~t~--~ (Stare relevant circumstances, e.g., renunciation, death of executor, etc.) ::# ~'-r-t t_ ' ,"' " ..3 Except as follows. Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the instrument(s) offered for probate, was not the victim of a killing and was never adjudicated an incapacitated person: B. Grant of Letters of Administration (tfapplicable, enter: c. t. a.; d. b. n.c.t.a.; pendente life; durance absentia; durance 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: (/j Administration, c. t. a. ord. b. n.c.l.a., enter date of Wlll in Section A above and complete list ojheirs.) Shirley A. Wheeler 1 Spouse ~ 835 Bella Vista Drive, Enola, PA 17025 please see attached list _ (COMPLETE IN ALL CASES:) Anach additional sheets ijnecessary. Decedent vas domiciled at death in Dauphin County, Pennsylvania with his /her last principal residence at 835 Bella Vista Drive, Enola, Silver SOrInR Township Cumberland County PA 17025 (List street address, town~city, township, county, state, =tp code) Decedent, then 71 years of age, died on August 29, 2009 at 835 Bella Vista Drive, Enola, PA 17025 Decedent at death owned propert}• with estimated values as follows: pt~~ ([f domiciled in PA) All personal property $ ,~~, GaC~ • X0.00 ([f not domiciled in PA) Personal property in Pennsylvania $ 0.00 (lf not domiciled in PA) Personal property in County $ 0.00 Value of real estate in Pennsylvania $ 0.00 situated as follows: 0 Wherefore. Petitioner(s) respectfully request(s) the probate of [he last Will and Codicil(s) presented with [his Petition and the grant of Letters in the appropriate form to the undersigned: Si nature T d or rimed name and residence Shirley A. Wheeler, 835 Bella Vista Drive, Enola, PA 17025 i . ~ Timothy Wheeler, 831 Bella Vista Drive, Enola, PA 17025 Form Rft'-01 re r. !0. /3.06 Page 1 of 2 Theodore Wheeler, Jr., 1261 High Street, Boiling Springs, PA 17007 Timothy Wheeler, 831 Bella Vista Drive, Enola, PA 17025 Thomas Wheeler, 405 Center Street, Enola, PA 17025 Todd Wheeler, 306 South Enola Drive, Enola, PA 17025 N c~ ~ `° 4 ~; ~ -t.7 x p ~- Cz: -- { r T; ,, ~ - t ) ©~1 ~ ~ - .r...t t[- Oath of Personal Representative COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF Cumberland The Petitioner(s) above-named swe ar(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 representative(s) of the Decedent, Petition er(s) will well a nd truly administer the estate according to law. ~ ~ x ~ WN~ ? o .c~ ~ ~ . Sworn to or affirmed and subscribed ~ ` ~ ' C' before me the ~` day of Signature of Personal Re resentative J / ~ / s i t ~ ~:J ~ r~- Y - ~. O '~ ..._ -' c -'':.T ~ w ~ 1~ti~ih t , ~ ~r ~r~ ~~ r _i , p ~~.Q~~ on._ , ~~ 1 Signature of Persona! Representatme ~ t•.~ C-~ ~ ; -~ _ Q -Ci ~ -ri -: . For the Register Signatrae ojPersonal Representative ~~ ~ t ':Ti ` {'V ~ td ` File Number: ~ ~ " ~~I -~ (~ 8 Estate of Theodore E. Wheeler ,Deceased Social Security Number: 204-28-1389 Date of Death: August 29, 2009 AND NOW, I~~d ~q , ~~OJ _> in consideration of the foregoing Petition, satisfactory proof having been presented before me, IT IS DECREED that Letters ~ e-t'~.c..t~, ~-~,n. are hereby granted to Shirley A. Wheeler and Timothy Wheeler in the above estate and that the instrument(s) dated June 22, 2009 described in the Petition be admitted to probate and filed of record as the ias~ ~Vifl (and Coc~icii(s)) of Decedent. FEES Letters ............... $ Q ~c~ Short Certificate(s) ........ $~_ Renunciation(s) .......... $ tL~ ...$ I~,c~ ~C~ ... $ 10 • ~ ... $ ... $ ... $ ... $ ... $ ... $ TOTAL .............. $ ~2Ff.GJ~ Regis Pr of wins v ~ ~( ~~, Attorney Signature: r~`~'~'~'b~~ ~ ~T _ Attorney Name: Amy H. Backenstose Supreme Court i.D. No.: 87008 Address: Peter G. Angelos, P.C., Governor's Plaza South Building ># 3 Suite 330, 200{ North Front Street Harrisburg, PA 17102 Telephone: 717-232-1886 Form RW-01 rev. !0.!1.06 Page 2 of 2 1n5.9o5 REV,!3/o9! ___ _ _. ~-. _ _ __ This is to certify that this is a true copy of the record which is on file in the Pennsylvania Department of Health, in accordance with the Vital Statistics Law of 1953, as amended. H10S143 AEV 112096 TYPEIPRNTIN PPJiIAArENr l1lA(7( Nsl( ;;- : , ~' - _- l.l L-'- _ ~.'; _. c;::.~ ~> ~~ `` -a WARNING: It is illegal to duplicate this copy by photostat or photograph. s N Q a- ~ {t ~~. ~ - ~ C ~ `--, _ Linda A. Caniglia ~ ~ ~ , w ~ `~m. State Registrar a ~Jj~w , 5~~ 428 4CT 281009 ~`' No. Date ~) W ~~ 0 w COMMONWEALTH OF PENNSYLVANIA ~ DEPARTMENT OF HEALTH • VITAL RECORDS 080035 CERTIFICATE OF DEATH (See instructions and examples on reverse) ~r.r« 1. Name d Decedx11F~4 ~. mil, sdra) 2. Sex 3. Saul SeaxNy Number - _ _. _4. Date d Dean (MOMp day, yeah Theodore E. Wheeler Male 204 -28 -1389 Au ust 29, 2009 5. Age ~ BiAdey) Under 1 Under 1 6. Dap d Biro T. ' and spp a ! N. Plea d Deen errs Made Dale Flan BOYS Hospild: Ones 7 I va. 2 / 2 7 / 19 3 8 Eno 1 a , P A ^ trpafem ^ ER I OulpeNed ^ DOA ^ Nxshig Nana ~ Residence ^ Oner • specilY. Bb. CaaAy d Dean k. City, Bao, T~yyd Dath 8d Faa9y Name (N nd hafbtim, give street and nadieh 9. Was Decoded d HNparsc Orgn? $] No ^ Yes f0. Rea: Nneapn bdan, Beck, WNp, ek • Cumberland alt Pennsboro 835 Bellevista Dr. Mea~xan,PUeAOR~can,ek.) (White . 11. Deteders's Usual fan ~ d wok dab ~ mod d ae. Do nd slate refired 12. WY Decoded ever a the 13. DecedaMS EAiatim (Seedy only taglad Bade ampetedf 14. Haritd Steal: Homed, Never Herded, 15. Surviving Spouse IN wse, give mdden oars) KnddWak Kndal3aeessrlaksby Insulator ACandS U.S. Amad Parcae? E 1 Secadary (0.12) Cofege (1-4 a 5~) WWowed, Dimrced l~~h) ^YesYJNO Married Shirley A. Noll • 1s.°eceaenraMeingamass(stred'°yrmian'atate'np`a!e) 835 Bellevista Dr °'a PA °idD`~d~"" East Pennsboro 1h.1~1Yes,Deaderdlivedin Taq. """~'?a'~p Tom . Enola PA 17025 , 1n , Cumber 1 and na. ^ No, IOeredad tAred wesn , Aaad«;ddlea ayrBao 18 Fdhd's Name (Post, midde, lad. 19. HoN~s Name (Fast, midde, raider sunare) Harry Wheeler Helen Single 20e. hiamanYs Name (TYPE r Pmt) 20b. hsarnra'a Main9 Address (Shed, dy / ham, spp, nP code) Shirley A. Wheeler 835 Bellevista Dr. Enola, PA 17025 21aMetlnddDspaAm i ^Cremaoor~ ^ • 21b.DabdDiepaNon(Honn,day,yeah 21cPi>cedDlspaifon(Namedcaalery,cremamryadhapba) 21d.Laadon(Ciryltown,stale,spade) ®Budel ^ Rennvd hen Side r Wp Crematlon a Dorrdbn Autlbrhed • ^ onm- rbyMMalEnmhwYCararrT ^Yes^No September 3, 2009 Stone Church Cemetery Silver Spring 1kgp. PA 17025 27i SigWae d Fuard (a pedm adip as suds) tat Uarae Nmba 22c. Name and Address d Fecity • - ' FD 012774-L Richardson F13TTera1 Home Inc. 29 S. Fiala Dr. Etala, PA 17025 CempbbfemS23etMysnmcedyip 23sT bawpdge,deanaxuriedd 5ne,dabendp~padWdlSSS'ppp~~~yaoreee~~) 23ALiroaeNmber 23c.DabSipnd(WN,dey,yeah plspdns nd avdshp r Woe d dean b adNy sae d dean ~ yY~ K • Isms 2428 must be oaipkmd q' pedan 24. Tine d Dean 25. Pmga~ced Dead (Harsh, day, Year) ~ 28. Was Case p~ b Hedicd Exarma I Corals fa a One tlan Crerrefon a Danfayt ~ ahopmau~cesdeYh Q~p'QO ~M. q 'f ~ OO 1 ~ / ^YY I~,No , CAUSE OF DEATH (So Nsinsetl examples) ~ r Appradreb irYrval: Pan II: Einar one ' . 29. Did Tdteaw Use CadrbY b Dean? Nam 21. PaA I: Edx ne f~.d.@9m6- daeeses, hyaie4 aanpiafae - iW alrecly eased the deafr. DO NOT eda prmnd evetp such ae ardec arrest, r pad b Dedh r bd not asulirg n tlb underlying emne gran n P9A I. ^ Ya ^ Pnssiby reapiatxy aresb a verYiapr NbNaNOn adUgd aharig ne etlology. lid asy one teas m each Fie. r s ^ No ^ lksmam ~aEDIATE CAUSE Foal dseasa a a i n, r ( ~ti r SC~~~:c~ 29. N Female: , ~ a ~ ^ ~ Due b (a ea a caaePmra df: i S~' 6toa~ifom.s r b awpbdoniies f' r P w~ ~ ~ ^Pregarsat6neddedh ^ 6Aer vy~y~ CAUSE Oue b (a ae a anae9uaia aQ: ~ NdpnPwl,butpreDwsdnn/2 dM (aNeeeeai~aYlWYSIYadne i dd~h e eves ~9 n ~) ~. i ^ Due b (a as a ~ Nd prequel, bd pnpud 43 days b 1 yeo< r • d. r r bales dYNr ^ Uduawri i rs re Au th t p gre w i e pea yw 30s Wee n Aulopny ' 30b. Wen Aubpsy Findnga 31. Mrew d Dean 32a. Dde d ~ (HaM, dry, yeah 32b. Deaabe ltox hMuY Ocaared 32c. Plea d trMuY Hare, Fam4 Shad, Fedory, PeAamed ? Avallehb Rio b Canplefm ^ Nahad ^ lbnsdde Orxe lAi6nG eb. (SpeaYy) d Caua d DedM ^ Yes ^ No ^ Yes ^ No ^' ^ Perr6!9lnnsigefan ~ Torr d h~7 329. In)uy d Wark7 321. N Trarapapfon Iry'ury IBS') 32g. l.aafm d'ry'ay (Street dY /hYn, side) ^ Sridde ^ Could Nd be Depmirud ^ Yes ^ No ^ OMerlOperdor ^ PaYenger ^ Pedesben it ~' ~1' 39aCerWsr(drdcasYo^e) 33b.SipnWe dC,ejRer • • CMrrhSplryeldw(PlysidnaNyipauwddeandmrptlrpls~icirrhspmrwreddwnmdaa~glMMMm23) Totlrbeddsryhrbdidfe,daan9sarerMdwb/rswae(1)rrdnrorrrelabd_________________________________ ^ ` (. ~ ~' ~ I'. ~~N^gw~rYbiPb~IR7aldnhanpraauaingdeanandceMyfgbaueeddeen) 33aUameManbar 33d. Sigied(Has14da1tYMr) dSanoonareddlMlNN,dap,ndppa,ndduebtlreawMe)andmwrraetlalid__________________ ^ T i ~ ~ (• t Z ~ ~ • lpdedEzenYrr/Carer `.f I c G I OnIMhWdmnirknndlainallgstlon,bnryappbn,deYlroauredNNntlsra,dale,ndppa,nddueptlnenw(a)YWmrswusMed_ ^ 39.N emean A d a6eec a Per eanWhoCamletedCawedDjn(grn2'~TyperPml / f l r /S ss R jetrar sl tr d n afi M h ~ ~,. 1. - l ~ f'`;a v C: S 1' )U' `~ '~ q s q. a. an a eri er 3a Fed say, Yarl _ yJ DbpaifonPermNNd.~7~1or~(r LAST WILL AND TESTAMENT OF I, THEODORE E. THEODORE E. WHEELER ~~ "' ~ •~c ~ `~ v ~ ~a ~1 C1i ~ ~ ~ - 'D .-"~ N WHEELER, now domiciled in Cumberland County, Pennsylvat~a, declare this to be my Last Will and Testament. I revoke all other wills and codicils that I may have previously made. Article I My just debts and expenses of my last illness, funeral, and administration of my estate shall be paid by my Executor from the principal of my residuary estate as soon as practicable after my death. Article II All inheritance, estate, and succession taxes (including interest and penalties thereon, but not including any generation skipping tax} payable by reason of my death shall be paid out of and be charged generally against the principal of my residuary estate without reimbursement from any person. This provision is not a waiver of any right which my Executor has to claim reimbursement for any such taxes which become payable as the result of any property over which I have the power of appointment. Article III I give, devise and bequeath my tangible personal property to my wife, SHIRLEY A. _~; ;=~_ ~; .. ;:, -'~; i~ ~ ,=P i { ; _. ` 1 ,. y:. _y .. Y.., ..~_ WHEELER. In the event SHIRLEY A. WHEELER predeceases me or fails to survive me by thirty (30) days, then I give, devise and bequeath my tangible personal property in accordance with any memorandum I have handwritten or signed, located with my will or with my valuable papers and found within 30 days of the probate of my will. Gifts may only be to persons who survive me or to organizations which exist at my death, and if there is a conflict, the memorandum having the latest date shall govern. To the extent no such memorandum is found, or all of my tangible personal property is not disposed of pursuant thereto, my tangible personal property shall be added to my residuary estate and pass under Article IV hereof. Article IV All the rest, residue and remainder of my estate, of whatsoever nature and wheresoever situate, I give, devise and bequeath to my wife, SHIRLEY A. WHEELER, of Cumberland County, Pennsylvania. In the event that SHIRLEY A. WHEELER predeceases me or fails to survive me by thirty (30) days, I give, devise, and bequeath the rest, residue and remainder of my estate, of whatsoever nature and wheresoever situate IN FOUR EQUAL SHARES to my children, THEODORE E. WHEELER, JR., of Boiling Springs, Pennsylvania, TIMOTHY H. WHEELER, of Enola, Pennsylvania, THOMAS V. WHEELER, of Enola, Pennsylvania, and TODD E. WHEELER, of Enola, Pennsylvania, per stirpes. If a beneficiary fails to survive me by thirty (30) days, but leaves descendants who survive me by thirty (30) days, those descendants shall receive, per stirpes, the share the beneficiary would have received had he or she survived me by thirty (30) days. The share of any deceased child who does not have living issue shall be divided and distributed to my remaining children, per stirpes. Article V It is my intent that all life insurance, annuities, individual retirement accounts and any other assets in which I may designate a beneficiary will pass to the beneficiary that I have named 2 and will not be controlled by the provisions of this Will. It is also my intent that any assets I own jointly with another with rights of survivorship or a presumed right to survivorship which such joint ownership was created before or after this Will, will pass to the surviving joint owner and will not be controlled by the provisions of this Will. Article VI I nominate, constitute and appoint my wife, SHIRLEY A. WHEELER, and my son, TIMOTHY H. WHEELER, as Co-Executors of my Last Will and Testament. In the event of the renunciation, death, or inability to act, for any reason whatsoever of both of my Co- Executors, Inominate, constitute and appoint my son, THEODORE E. WHEELER, JR., as successor Executor of my Last Will and Testament. I direct that my Co-Executors or successor Executor be permitted to serve without bond. In addition to those powers granted by law, I grant them power to distribute in cash or in kind, in like or in unlike shares, and to file any qualified disclaimer I could have filed if living. My Co-Executors or successor Executor shall receive reasonable compensation for services rendered to my estate. Article VII In addition to the powers conferred by law, I authorize my Co-Executors and successor Executor, in her/his absolute discretion: (a) to retain in the form received and to sell either at public or private sale, any real estate or personal property except that which I specifically bequeath herein, (b) to manage real estate, (c) to invest and reinvest in all forms of property without being confined to legal investments, and without regard to the principal of diversification, (d) to exercise any option or right arising from the ownership of investments, 3 (e) to compromise claims without court approval and without consent of any beneficiary, (f) to file any federal income tax return for any year for which I have not filed such return prior to my death, (g) to make distributions in cash or in kind, or in both, and to determine the value of any such property, (h} to employ any attorney, investment advisor, or other agent deemed necessary by my Co-Executors or successor Executor; and to pay from my estate reasonable compensation for all their services, (i) to conduct alone or with others, any business in which I am engaged in, or have an interest in at time of my death, and (j) to receive reasonable compensation in accordance with their standard schedule of fees in effect while their services are performed. IN WITNESS WHEREOF, I, THEODORE E. WHEELER, hereby set my hand to this my Last Will and Testament, on ~ r~ , 2009, at Harrisburg, Pennsylvania. C ~~~~ THEODORE E. WHEELER In our presence, the above-named THEODORE E. WHEELER signed this and declared this to be his Last Will and Testament and now at his request, in his presence, and in the presence of each other, we sign as witnesses. Name Address ~s 2000 Linglestown Rd., Suite 202, Harrisburg, ''PA 17110 C~ 2000 Linglestown Rd., Suite 202, Harrisburg, PA 17110 4 I, THEODORE E. WHEELER, Testator, who signed the foregoing instrument, having been duly qualified according to law, acknowledge that I signed and executed this instrument as my Will, and that I signed it willingly as my free and voluntary act for the purposes therein expressed. Sworn to or affirmed and Acknowledged before me by THEODORE E. WHEELER, the Testator on ~~//1 F r~ 02 , 2009. Notary Public ~~~~"~9~`~s-Q. THEODORE E. WHEELER COMMONWEALTH OF PENNSYLVANIA Notarial Seal Melissa M. Kain, Notary Public Susquehanna Twp„ Dauphin COUnty My Commission Expires Aug.11,2010 We, the undersigned witnesses who signed the foregoing instrument, being duly qualified according to law, depose and say that we were present and saw the Testator sign and execute this instrument as his Will; that he signed and executed it willingly as his free and voluntary act for the purposes therein expressed; that each of us in his sight and hearing signed the Will as witnesses, and that to the best of our knowledge, that he was at that time eighteen (18) years or more of age, of sound mind, and under no constraint or undue influence. Sworn to or affirmed and Subscribed to before me by m~ 1 ~ ~'!~L-1...~~ and n'1~1 ~,. ,b ~ O~PJat..NYa_ witnesses, on ~~1~ ~ a~ , 2009. Notary Public `i~ ~x~--, Witness m Witn s COMMONWEALTH OF PENNSYLVANIA Notarial Seal Melissa M. Kain, Notary Public Susquehanna Twp., Dauphin County My Commission Expires Aug.11,2010