HomeMy WebLinkAbout04-21-10IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
IN RE: THE ESTATE OF
ROBERT F. WALLET
~~
ORPHANS' CO~yUR~ T DIVISIfJ~Y~?
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PETITION FOR SETTLEMENT OF A SMALL ESTATE _~-~--' ..?
PURSUANT TO ORPHANS' COURT RULE 6.11-2 AND ~ c
SECTION 3102 OF THE PEF CODE
Petitioners, Grace M. Wallet and Debra K. Wallet, only heirs of the Decedent, Robert
F. Wallet, request that the Court issue a Decree of Distribution pursuant to Section 3102 of the
Probate, Estates and Fiduciaries [hereinafter PEF] Code, 20 Pa. C.S. §3102, and Cumberland
County Orphans' Court Rule 6.11-2, and state in support of their petition as follows:
1. Petitioner Grace M. Wallet, who resides at 583 Locust Lane, Mechanicsburg,
Pennsylvania 17055, is the second wife of Decedent Robert F. Wallet and Petitioner Debra K.
Wallet, who resides at 450 Allenview Drive, Mechanicsburg, Pennsylvania 17055, is the only
child of Decedent.
2. Decedent Robert F. Wallet died February 10, 2010 and at his death was
domiciled with his second wife at Messiah Village, 583 Locust Lane, Mechanicsburg, Upper
Allen Township, Pennsylvania 17055 as evidenced by the Certificate of Death attached to this
Petition as Exhibit A.
3. Decedent died testate. The original of the Decedent's Will is attached hereto as
Exhibit B. The Will has not been probated, no personal representative has been appointed, and
no bond has been purchased because there were no assets in Decedent's name alone at the time
4. The only beneficiaries entitled to any part of the Estate either under the Will or
by virtue of intestacy are:
Grace M. Wallet Wife
Debra K. Wallet Daughter and only child
5. No claim for family exemption is being made. The sole purpose of this Petition
is to obtain life insurance in the amount of approximately $5,975 on a policy issued by
Massachusetts Mutual Life Insurance Company [hereinafter Massachusetts Mutual] to
Decedent. Massachusetts Mutual will not make payment on this policy to Petitioner Grace M.
Wallet without a court order.
6. The Decedent owned no real estate and all of Decedent's assets were jointly
owned with Petitioner Grace M. Wallet, his wife.
7. There are no known unpaid claims against the Estate and no claims are
expected. All funeral expenses have been paid by Petitioner Grace M. Wallet in anticipation
of receipt of certain life insurance proceeds, including the policy with Massachusetts Mutual.
8. The only potential beneficiaries or heirs are Petitioners herein and therefore no
notice of the intention to present this Petition has been given to any other persons.
9. The sole reason for filing this Petition is the refusal of Massachusetts Mutual to
pay the second wife, Grace M. Wallet, upon affidavit or otherwise. Decedent failed to change
his beneficiary designation from his first wife, Louise M. Wallet, also known as Margaret
Louise Wallet, who died May 15, 2002. A copy of the Certificate of Death of Louise M.
Wallet is attached hereto as Exhibit C.
10. No Certificate of the Register showing the status of payment of inheritance tax
has been appended to this Petition because there are no taxable assets and no inheritance tax
return will be filed. The only accounts owned by the Decedent at the time of his death were
joint accounts with Petitioner Grace M. Wallet, his wife. Life insurance proceeds from the
Massachusetts Mutual policy are not taxable.
11. Petitioner Debra K. Wallet, the only other person who could make claim to any
of Decedent's assets, including the Massachusetts Mutual insurance, hereby declares her
intention to renounce any claim in favor of Grace M. Wallet and joins as a Petitioner herein.
12. Petitioners request that the decree of distribution cover any other assets of
Decedent which may be discovered in the future.
WHEREFORE, Petitioners pray that this Honorable Court issue an Order that the
insurance due from the policy of insurance with Massachusetts Mutual, as well as any other
after discovered assets, be distributed under Section 3102 of the PEF Code to Grace M.
Wallet, wife of Decedent.
Respectfully submitted,
Date: '(~e~, ~ !9~ 20i0 ~"~ ?C, tJ~cc,~,r-
Debra K. Wallet, Esq.
I.D. No. 23989
24 North 32°d Street
Camp Hill, PA 17011
(717) 737-1300
Attorney for Petitioners
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
IN RE: THE ESTATE OF
ROBERT F. WALLET
ORPHANS' COURT DIVISION
NO.
VERIFICATION
~~~
This ~ ~ day of ~,~, ~ , 2010, Grace M. Wallet, Petitioner,
hereby verifies, subject to the penalties of 18 Pa. C.S.A. §4904 "relating to unsworn
falsifications to authorities," that the facts set forth in the foregoing Petition are within her
personal knowledge and that those facts are true and correct.
``
G CE M. WALLET
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
IN RE: THE ESTATE OF
ROBERT F. WALLET
ORPHANS' COURT DIVISION
NO.
VERIFICATION
This ~.~ day of ~~~; I , 2010, Debra K. Wallet, Petitioner,
hereby verifies, subject to the penalties of 18 Pa. C.S.A. §4904 "relating to unsworn
falsifications to authorities," that the facts set forth in the foregoing Petition are within her
personal knowledge and that those facts are true and correct.
DEBRA K. WALLET
I05905 REV.(3I09)
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.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Linda A. Caniglia
State Registrar
~~, ~ ~~
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H1gS143 REV 11."u~;OE
TYPE I PRINT Ih
PERMANEN'
BLACK INK
t. Noma of Decedea IErat r
Robert F.
5- Age ILast B~nhtlay)
Yrs.
Bb. ~ounry of Ueath
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No.
MAR ~ ~ 2a~o
COMMONWEALTH OF PENNSYLV ~~ EPARTMENT OF HEALTH • VITAL RECORDS Late
CERTIFICATE OF DEATH
(See instructions and examples on reverse) stare Fr_E NuMaER
2- Sex 3. Swial Secunry Number 4. Date of Death ;Hoorn. day, yearf
. ~ni, -n~ -~U~n Fahrnarv 1(1_:
lei ie ~ can - z ern, ace ci aM ata:e or form n nopm oe. mere u: ~~':, :„^w^ ~' ~,
Unger 1 e Under 1 da 6. Date pl Rinn (MOnlh, tla Hospilat. Omer.
Monms Davs Hours Minutes ~Inpatiant ^ ER r Outpatient ^ DOA ^ N~.;rsinq Home ^ Residence ^ ONer ~ Specify.
t antl number) 9- Was Decedent of Hispanic Origir^ ~ No ^ Yas 10 Race: AmerMa,- Indian, Black Wni~e, ele-
dc Giry, 3ero. TwD. of Death Bd. Fecal y Name (If not'~nstitu[an, glue s.ree (If yes, specity Cuban, (SpeJrN
Mexican, Pueno Rican, etc.; Ys'1 `Z to
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Dlspositlon Permh Na
LAST WILL AND TESTAMENT
OF
ROBERT F. WALLET
:I, ROBERT F. WALLET, of Camp Hill, Cumberland County,
Pennsylvania, being of sound and disposing mind, memory and under-
s~and:ing, make, publish, and declare this to be my Last, Will and
Testament and hereby revoke all other wills and codicils that I
may have made.
i?irst: It is my wish, and I direct that, after my death, I
be buried on the lot which I own in the Rolling Green Memorial
Park, Camp Hill, Pennsylvania.
:>econd: I devise and bequeath all of my estate, wherever
stuat:e and of whatever nature to my wife, LOUISE M. WALLET, pro-
v~ded that she shall survive me by thirty (30) days; otherwise,
my estate is to be distributed in accordance with the ~;rovisions
of the third through the fourth parts, as if my wife had prede-
ceased me.
Third: Should my wife, LOUISE M. WALLET predecease me or
s~xoulci she for any reason fail to take under this, my Last Will
ar:d Testament, then I give, devise, and bequeath all my estate,
wherever situate or of whatever nature, to my daugher, DEBRA K.
WALLE'T', provided that she shall survive me by thirty (30) days.
Fourth: In the event that my daughter DEBRA K. WALLET does
not take, for any reason, under this, my Last Will and Testament,
then I: give, devise, and bequeath all my estate, wherever situate
or of whatever nature, to be distributed equally per stirpes among
the following persons: HELEN MALONE, of Chambersburg, Pennsylvania;
JANET ABBOTT, of Chambersburg, Pennsylvania, DOROTHY CAYMAN, of
Chambersburg, Pennsylvania, BEN METZ, of Chambersburg, Pennsylvania;
ar.d PAULA WEIGLE, of Dillsburg, Pennsylvania.
1?ifth: I nominate, constitute, and appoint the l~~w firm of
W~1LLE'I' & CHRISTIANSON, of Camp Hill, Pennsylvania, as ~:xecr~tors
o' this, my Last Will and Testament. In the event of f;he renuncia-
tion, death, resignation, or inability of WALLET & CHRI:STIANSON
to act for whatever reason whatsoever, then I nominate, constitute,
a;zd appoint Attorney HENRY F. COYNE, of Camp Hill, Pennsylvania,
a~ Executor of this, my Last Will and Testament. I die~ect that
my personal representative as designated herein, shall not be
r-squired to post security for the faithful performance of
his/her/their duties, in any jurisdiction insofar as I am able by
law to relieve him/her/them of such obligation.
IN -WITNESS WHEREOF, I have hereunto set my hand this __
day o:f ~~, ~ '",` , 1985 on this, the second of twr> typewritten
p<~ges. I have also signed the left-hand margin of the first of
these pages for purposes of identification only.
ROBERT F. WALLET
:SIGNED, PUBLISHED, and DECLARED by the Testator, ROBERT F.
W~1LLE'I', as his Last Will and Testament, in the presencF~ of us,
wtio a't his request, in his presence, and in the presence of each
o':,her, have hereunto subscribed our names as witnesses.
1, . ~. ~
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~~?~' _ ! ~ ,~~ ~ IC ~r ~ ~
- 2 -
ACKNOWLEDGMENT
Cc}mmonwealth of Pennsylvania
County of Cumberland
I, ROBERT F. WALLET, testator, whose name is signed to
the attached instrument, having been duly qualified according to
law, do hereby acknowledge that I signed and executed the instru-
ment as my Last Will and Testament; that I signed it willingly;
and that I signed it as my free and voluntary act for the purposes
therein expressed.
7
Sworn or affirmed to and acknowledged before me by
ROBERT' F. WALLET, the testator, this day of
1985.
~~; ~.. ~ 4
AFFIDAVIT
Commonwealth of Pennsylvania
County of Cumberland
We, ~ ~ ~~ _ and ;~ ~ _._._ ._.~_~ the
~ i~~
witnesses whose names are signed to the attached instrument,
being; duly qualified according to the law, do depose and say that
we were present and saw the testator sign and execute the instru-
ment as his Last Will and Testament; that ROBERT F. WALLET exec.~ted
it as his free and voluntary act for the purposes therein expressed;
tha each of us in the hearing and sight of the testator signed
the will as witnesses; and that to the best of our knowledge the
testator was at that time 18 or more years of age, of sound mind,
and uinder no constraint or undue influence.
,_
.~
Sworn or affirmed to and subscribed to ..before me by
and ~ ~, , . ~~~~ , ~';
witnesses, this day of , 1985.
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Iles „B7 COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS
CERTIFICATE OF DEATH
TAiE FILE NUrnBER
_.__ . Lr !a'r. ryas
NAME OF DECEDENT F~~I hr~a.ie .~s,i SEX SOCIAL SECURITY rJUMBE el
+ Louise M. Wallet =' Female 7 205 09 92.90_ ~ May 15,_ 2002
AGE L..s R~nr.oay) UNDER t YEAR UNDER 1 DAY DATE OF BIRTH BIR 7HPLACE PLACE OF I)EATH:i. ~ v + .ze ~ .__ - _- _ __ _ _...__ -_ -... ____ _
.loom Days H s MInutea 'f~q,rr n UaV 'earl riala ~~ r 3 ~cu ~ U HOSPITAL - OTHER'
PA N g lhn r ^
DOAL
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r{me R•a.w ;pe<ryl
Chambersburg Inoal 11~ Ewoolpatenl
1-29-21
81 Y a
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COUNTY OF UEATH CI1Y. BORG. iWP OF DEATH FAGIL(TV NAME Ili awl ~ sl~l I gyn. ~ a slrzel a~,U numbers WAS DECEDENT OF 'HISPANIC ORIGIN? RACE - A e an Inalan Black Whrta. elc.
NO ~ Yea I_) II yea. specify Curren, i5l:ecifv
Mexican. Puano Rican. a;c White
E. Pennsboro ~. Select S ecialty Hos ital 9 _ +p __ ___
Chmberland ~
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DECEDENT'S USUAL OCCUPATION KIND OF BUSINESS/INDUSTRY WAS DECEDENt EVER IN DECEDENT'S EDUCATION MARITAL STATUSManieo SURVIVING SPDUSE
ill .ale. J~rn ma~oen narnel
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DECEDENT'S MAILING ADDRESS (So ee{, CrtylTOwn, Slam. lµ>t:onzl DECEDENT
S pennsylvania Die i7a^ vea. aeceaern even in-
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• 6 S. 39th Street. RESIDENCE decedent
In~.n s
(See inslruci~ons
amp Hill PA 17011 on nlnar s,tle, inwnanlp7 No. ae~edera Itred H en
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FATHER'S NAME IF~rSi M~tdle. Lash S NAME iFusl. MidCle. Maiden Sumamel
MOTHER
Margaret Croft
Crawford B. Metz t9
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INFORMANT'SNAMEl7y;;Fi,PnnQ -
INFO MANT'S A IN ADDRESS (SeeeL Gryrtown, Sidle 1~ C g)
PA 17011
Camp I-~i~A
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Robert F. Wallet _
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DATE OF DISPOSITION
PLACE OF DISPOSITION -Name of Cemetery, Crematory LO(:ATION - GryrTovm, Scala. Z~p Code
METHOD OF DISPOSITyION~Ni
m State ^ (Mpnin. Day. Pearl
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' SIGNATURE OF FUNERALSERV LICENSE ER ACTINGA$SUCH LICENSE NUMBER NAM,~eTSRHarnerTMFH, 1903 Mkt St, CH, PA 17011
DATE SIGNED
ath occurred tin Ilme date ono place slated. LICENSE NUMRER
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DATE PRONOUNCED DEAD)Munm. Day, '!ear) WAS CASE REFERRED TO MEDICAL ExAMINERICORONER I~f/
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interval between rnH resuning m Ihs UndelMng Cauca green m PART I.
L13t on tau59 on Waco Ilne
N non ~ onsM area cream
IMMEDIATE CAUSE IFIn3~
disease a condnxxl _ _.-.___ ----......_ ---
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DUE TO X{ AS A CONSEOUE .E OF~~.
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WA$ AN AUTOPSY WERE AUTOPSY FINDINGS MANNER OF DEATH DATE OF INJURY TIME OF INJURY INJURY AT WORK? DESCRIBE MOW INJURY OCCURRED.
PERFORMED] AVAILABLE PRIOR TO rte/ (Monet Day. Year)
COMPLETION OF CAUSE
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factory
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rmined ^ pLACE OF INJURY - Ai tame
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Yes LJ No Vea ~.l No I_~ Suicide
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701. ___
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26a. tab. T9.
CERTIFIER ICneGk Dory ~nel IGNATURE AND~7 TLF7 CERTICIER
'CERTIFYING PHYSICIAN ~Pnys~can cenay~ny cause nI loam wnen another pnyvc~an has pronourx;ed deain al~u cumpleled Item 231 ~
To tM Deal o/ my knowleaya, dram occurred due to [ha cauaclal and manner asstated ..................................................... 7,b. _
Oay y
j DATE SIGNED IMOnm
CEN
BER
.
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ea
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'PRONOUNCING AND CERTIFYING PHYSICIANIPnysic~anrgm nronouricing death and Cerv
v ~,__
nd tlue to the cause(s) and manner as stated ..........................
l
d
ace. a
p
D
To ,he beat of my knowledge, death occurred al the Ilma, date, an
NAME AND ADDRESS OF p SON'Q(}jQ COMPLETED CAUSE OF DEA%f,~
G /t„n~, ~"~
(Item 27) Type or Print /i '-A A~„1~
~
t ~L'Un~ x f/ ~C
'MEDICAL EXAMINER/CORONER
1~
~
On the basis of examination and/or investigation, in my opinion, deain occurred at the time, date, area place, and due to ine cause(s) and
x /)c /
Ill ~ /
manner as atatea .............. .... ..................................... ................ .. .............
REGISTRAR'S SIGMA ANI7 NUMBE ~ DATE FILFD~MOnm. Day. Yr;a~i
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