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HomeMy WebLinkAbout01-25-10IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA n ,.,, °- _~ ORPHANS COURT DIVISION c ~ o ~ ~ , '? ~~~ -_ In Re: Estate of Harold F. Wiley, Sr. No. 21-08-1129 ~.> ~ cNn ~ ~ ~ r _ _ _, . R ,_~ ` :~ __. __.. ; ^ ~-, . . ~ .. ~-r 3 Q -i1 C.3 PETITION TO RENDER INVENTORY AND ACCOUNT AND NOW, this 25th day of January, 2010, comes the Petition of Bernadine Wiley respectfully representing that: 1. Petitioner Bernadine Wiley is the daughter of Decedent and resides at 718 S. Ankeny Blvd. Apt. 132, Ankeny, Iowa 50023. 2. Harold F. Wiley, Sr. ("Decedent"), died on November 4, 2008. 3. At the time of Decedent's death, his family or principal residence was 2258 Pine Road, Newville, Cumberland County, Pennsylvania. 4. Prior to Decedent's death he executed his Will, dated December 2Q, 2007, a copy of which is attached as Exhibit "A", in which Will he appointed his daughter, Peggy L. Wiley-Nieves, as his Executrix. 5. Decedent was survived by five children, the Petitioner, Peggy L. Wiley-Nieves, a/k/a Peggy L. Nieves, Mary M. Wiley-Arbegast, Harold F. Wiley, Jr., and David Wiley. 6. A Petition for Probate and Grant of Letters was filed by Executrix on November 14, 2008, stating that Decedent owned property with an estimated value of $162,000.00 at the time of his death. 7. A Certification of Notice under Rule 5.6(a) was filed on December 10, 2009, stating that Notices to the Beneficiaries had been sent on December 10, 2009. However, the beneficiaries did not receive the required Notice. A copy of the Certification of Notice under Rule 5.6(a) is attached hereto as Exhibit "B". 8. The Executrix has failed to advertise the estate in the Cumberland Law Journal. 9. The Executrix has failed to file an Inheritance Tax Return within nine months of Decedent's death. 10. The Executrix has failed to pay Inheritance Tax on the estate. WHEREFORE, Petitioner requests your Honorable Court enter an Order directing Peggy L. Nieves to publish the estate in the Cumberland Law Journal, file an inheritance tax return, and provide an inventory and account of the estate. Respectfully submitted, LAW OFFICE OF SEAN M. SHULTZ, P.C. Sean M. Shultz, Esquire Attorney ID No. 90946 4 Irvine Row Carlisle, Pennsylvania 17013 (717) 701-8412 Attorney for Plaintiff IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS COURT DIVISION In Re: Estate of Harold F. Wiley, Sr. No. 21-08-1129 VERIFICATION I verify that the statements made in the foregoing Petition are true and correct to the best of my knowledge, information and belief. This Verification is made by Petitioner's counsel based upon information provided by Petitioner to Petitioner's counsel regarding the factual averments contained herein. I understand that false statements herein are made subject to the penalties of 18 Pa. C. S. Section 4904, relating to unsworn falsification to authorities. can M. Shultz, Esquire F:\User Folder\F¢m Docs\ESta[es\3627-1pe[ition.citation.wpd ~~~• ~.cuur 10:4BAM OCED lE6Al N0.153d P. I/3 L~A3'~"ONILY, ~D TESTAE OF ~AatO~,,D F. 'oV~EY, SR. a C7~~ f, 8arpld F Wi~sy, Sr., of 2258 Pine Road, Naovv~lie, Poem Tom, . 7 0 N d x 0 .C" -o 3 ~, ~, - > G:~J c% ~ :~ rr~ 'Ti .;ti a C~:~ _. -n f 4'~ l~ ..-, N ~, P~rytwtria 17241, brlpg of sommd sod disposit~ adad, ~~ ~ ~ ~r ~'y b0. pabli:h and doclare ~ ss and for my Last Will and Tesgsaq~t, l,e~y ~,~,~ all odw w-n1s and codicils boeemfurs a4ade by ane. FIRST: I direct t>rt sU m3-l~ d~ and fimetsl a~eates, ~ ~sVe miadoer, abaft bapaid from the ofmy ss soon as aRe~r my dooeese.l direct to be bn<ied neo<t to mry- w-iiS~, s~eua i~ ~ in p~ Cary ~ ~~ ~h, xeaa~b-• I du+eu tldc ~ bariat stall be paid >i~n any i~uraax Pow dediared oo tbis purpose. I !~ aocl - tZ.00 esa6 to nqr eatraq~ , Msey M W~7- and m ~- ~. Hseold F. Wi1e~, h ; I ~ ~ =1.00 to my Baaadiae IvL Wileq- and w s~0- esdr~mRed ~, David WOty, ~~~ AD ~ ~ ~a sod~dar of ~ esd~e, nai p:rso®al sod mixed, wbaboavar aad ~oaverffie sasoe mq be aip~ioe„ I givq devias sod baqupgh to r4Y . ~y L- Wiby-Niav~ee, Pe~o~vided a~6e ms by arty (30) dom. FOURTB: I no~aimsaer oo®fo~te and appo6rt Pager I,. Wes. a: any I~avtos oftlas nq- Last Will sad T S~6onld asud ~ ~ loam be able to sct is X71 nomins~e, ooostitute +nod sppoiat N~cloob L. l3alce~r as my Faca~tor. ~.~ T~baor's u~~~.1~v" ~ Pie 1 of 3 uc~. i.IUU/ 10:48AM OCED lE6Al N0. 1530 P. 1/3 FIF1~I: I throat ma my Executors and their socceasors shall apt be toquired to 8i~ bond for tho Riit>h-fa8 perfncmance of their duties is this or any other ju~isdictioo. iat W~Tl~T~9B ~vSB~tEOF, I have hQeun~oo sec my hand sad seal do this, aq- Last will and Tasta~t, ®onsisting of too (2j typa~vrittea paw, atd- idea~b'~od by my st~mture, this 0~0 day of Deoemba, 2007. d F. W~-, ~: Sued, sesl~, Pnbliibed and deolairod by the abovausmea Tesbtor, Harold F. Whey, Sr., m and Sor his Lad Will and TaAaaoea~ is ~e preseooe of aa, wZw, at his request, itt his si,~ht sad pteaoo~oe, and in the ai~ht and preaaroe of oath albs; have haeu®Do aubacn'bod oua t~amoa as witt~saea. S Ito L . ~k~~ S,~ prinTName ~ , ~~ ddroaa ~G~IC P~ ~~40~1 CItY, St+~e, Zip ~7i~~~4~~~~9f~ Phone Nuaaber ~~, ~ Si~aiatvrc l~~rl ~-1. of ~ ~~ I t e ~~„ Street Address a~~ ~ ,state, Tp ~b ~~ -~3°1~b Phone Nnmber TeagROr'a uW~als~~W~ ks~ 2 of 3 ~1tC• 3.1001 10:48AM DCEO IEGAI COMMONWEALTH OF PENNSYLVANIA 39 COUNTY OF CUMHERAX.ANA N0. i530 P. 3/3 I, Harold F. WOey, Sr., Tesmos, whaee aaane is si~oed b ~ attached a foes0oit~ ioattimneot, ~"m8 been ~Y 9~~ ~t ~ ~. do heeerby tolcsawled~e that I si=oad and aaoso+~tad the iastrement ae mp- Lan W~71 and TeeOamaat; that I > it vrilNm~r; avid that I siipo~ed it as a~!- fiee and v~olunhry act for the pwrpoeee theaan axpeeased. ~~ ~~ Sa-orn or attiieosed to and aelomowledded before me by Harold F. Wiley, Sr.. the ?ssMar, Chia ad..~! ~Y oiDecember, 2007. ~~ a..M~.Mr-N~1r11~Mr fwrt r1Y~MahO,QaaarMa~talaa~r COMMONWEALTH OF PBNNSXLVANIl1 3S COUNTY OF CUMBERAI.,AND . C We, ~ ~ 16a wimestea a a e signed to tlls attached a do~- ga~i5ed aa~oe+diog to 4w, do dapoee and ~Y that vw aeee prtaru a0d°saw Tumor ~ and eoracale the t ae his l.aat Will and Twat; that be siSaed w~lia,~naad that h! aooeadsd it as h L free and roivd~ary as fcr the purpose tbenia aarpta~ 11~t arch of n: is tba bearit~ and aijbc atihe Tas4tar siEued ebe WEl as ~-imaae:; andabet m ~e bast of ae lovowladp, tha Teatroar aa: attbtl liana I3 ae mote ~ o~a~s, of sound a3iod asd amder no oongeaooR or mdw iraflwooe. S all5nmed tD and acitioaMl~edpd before me l ~P 0 ra ~it U ~ asd ~Qr i (~' o !?.~~-- - wimetee~s. ~ day of Da ~~ 200'1. ~~ ~~e~ y~ c-- • - . 'iViOoep „~~Ct~ .,-- Testator's iaitiais;~4~ Pale 3 of 3 CERTIFICATION OF NOTICE UNDER Pa. O.C. Rule 5.6(a) REGISTER OF WILLS ~fiF.Q~/1 COUIVT~', PENNSYLVANIA Name of Decedent:. HA~r7[.a ~ /i//LEA/ _ Ste. Date of Death: ~t/D!/EMfj E~ 'S~ t~ File Number: .ZD(~8 - Q ~~z g Date Letters Granted: /VOy.~,6.~e /'~- ,~ 2~Dfs To the Register: I certify that Notice of Estate Administration required by Pa. O.C. Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on ~= ~,~o~ 14~c ~in,fx~ /O , ,~.Oc~ 9 Name: Address: ,~~~ ~l1/11..C1~~~? r h/i//Y R82~ C~ii~~~;~ILC W //mill F~ryt~ d t~' l lllt?~ ~. ~iLi/(T, _Tl 12258 ~°in~ ,ei~r~/ /l•C~i~ •r/!~%6.b~Ul2 f</ (If more space is needed, attach separate sheet.) Notice has now been given to all persons entitled thereto under Pa. O.C. Rule 5.6(a) except: Dnte~/~/0 Capacity: Q Personal Representative Counsel tf7 ~ G• d ~ W ~ E-. ~ ("' , i `~ Z ~ C l _Ll : ~+ U u c, 3 t_~ W .. L' C __~ u ~~ O ~ ~. N Form RW.08 rev. /0.!3.06 F . /~ Name ojPerson Filing this Form 'YZ tv .. Mqi~~ S't_T ~O 1~OX 33/ AAArus M~Gha~ics b~. G p~ /~p~ Telephone IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS COURT DIVISION In Re: Estate of Harold F. Wiley, Sr. No. 21-08-1129 CERTIFICATE OF SERVICE AND NOW, this 25`b day of January, 2010, I, Sean M. Shultz, Esquire, hereby certify that I have this day served the following person with a copy of the foregoing Petition and Order to Render Inventory and Account by first class, United States Mail, postage pre-paid, addressed as follows: Lee E. Oesterling, Esquire Lee E. Oesterling & Associates, LLC 42 East Main Street Mechanicsburg, Pennsylvania 17055 Attorney for Estate of Harold F. Wiley, Sr. Respectfully submitted, LAW OFFICE OF SEAN M. SHULTZ, P.C. /"~, Sean M. Shultz, Esquire Attorney ID No. 90946 4 Irvine Row Carlisle, Pennsylvania 17013 (717) 701-8412 Attorney for Petitioner