HomeMy WebLinkAbout10-24-12PETITION FOR GRANT OF LETTERS
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
Petitioner(s) named below, who is/are 18 years of age or older, apply(ies) for Letters as specified below, and in
support thereof aver(s) the following and respectfully request(s) the grant of Letters in the appropriate form:
Decedent's Information , ~l ~d
Name: HAROLD W. SWARTZ File No: ~%'
a/k/a: (Assigned by Register)
a/Wa:
a/k/a: Social Security No: 192-32-3160
Date of Death: OCTOBER 16, 2012 Age at death: 76
Decedent was domiciled at death in CUMBERLAND County, PENNSYLVANIA (Stare) with his/her last
principal residence at 1399 SHUMAN DRIVE. CARLISLE 17015 MONROE TOWNSHIP CUMBERLAND
Street address, Poat Olllce sod Zlp Code City, Township or Borough County
Decedent died at THORNWALD HOME CARLISLE 17013 CARLISLE CUMBERLAND PA
Street address, Poat O(tice and Zip Code City, Towuship or Borough Connty State
Estimate of value of decedent's properly at death:
Ijdomiciled in Pennsylvania ............................ All personal property $ 50,000.00
If not domiciled in Pennsylvania ........................ Personal property in Pennsylvania $
If not domiciled in Pennsylvania ........................ Personal property in County $
Value of real estate in Pennsylvania ......................................................... $
TOTAL ESTIMATED VALUE.... $ 50.000.00
Real estate in Pennsylvania situated at:
(Attach additiana! sheets, ifnecessary.) Street address, Post Office and Zip Code City, Township or Borough County
® A. Petition for Probate and Grant of Letters Testamentary
Petitioner(s) aver(s) he/she/they is/are the Executor(s) named in the last Will of the Decedent, dated NOVEMBER 22, 2006 and Codicil(s)
thereto dated
State relevant circurostances (eg. renunciation, death of executor, eta) ry
Except as follows: after the execution of the instrument(s) offered for probate Decedent did not marry, was not divore ~s not a pa~to a ptaBti
divorce proceeding wherein the grounds for divorce had been established as defined in 23 Pa. C.S. § 3323(8), t have6t•Child
adopted; and Decedent was neither the victim of a killing nor ever adjudicated an incapacitated person. ~ "'t C.ri .-
Q NO EXCEPTIONS Q EXCEPTIONS ~ v; ~ r' t~-
C:~;- t _.
^ B. Petition for Grant of Letters of Administration (If applicable) ~ 4 ~ ~'
c.t.a., d.b.n., d.b.n.c.t.a., pendente cite, durarit~ entia, dult~te mi 2~~
D ~~
if Administration, c.Ga or db.n.c.ta, enter date of Will in Section A above and complete list of helms.
Except as follows: Decedent was not a party to a pending divorce proceeding wherein the grounds for divorce had been established as defined
in 23 Pa. C.S. § 3323(8) and was neither the victim of a killing nor ever adjudicated an incapacitated person.
Q NO EXCEPTIONS Q EXCEPTIONS
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 (attach
additional sheets, ifnecessary):
Name Relationahi Address
Form RW-02 rev. 10/11/2011 Page 1 of 2
Oath of Personal Representative
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
}
} SS:
}
Official Use Only
Petitioner(s) Printed Name Petitioner(s) Printed Address
DAVID L. SWARTZ . ,~ 3465 TUSCARORA PATH LOYSVILLE PA 17047
The Petitioner(s) above-named sweaz(s) or affirm(s) the statements in ~ foregoing Petition az e and correct to the best
of Petitioner(s) and that, as Personal Representative(s) of the Deceder t, he Petitioner(- r ell and trul administer the
Swotn to r ed u scn d before
me this~~~~~ay ~~~H~`~, ~~'
of the knowledge and belief
estate accordin to la
Date i~2~/
Harp
BOND Required: Q YES Q NO To the Register of Wills:
FEES: Please eater my appearance by my signature below:
Letters ..................... .
( 4) Short Certificate(s)..... .
( )Renunciation(s)........ .
( )Codicil(s) ............ .
( )Affidavit(s)........... .
Bond ........................
Commission ................. .
Other ........
WILL ........
$ Cl ~~r~'
1 b.UU
15.00
Attorney Signature:
Printed Name: DOUGLAS G. MILLER, ESQUIRE
Supreme Court
ID Number: 83776
Firm Name: IRWIN & McKNIGHT, P.C.
Address: 60 WEST POMFRET STREET
CARi.ISLE, PA 17013
........
Automation Fee ............... 5.00
JCS Fee ..................... 23.50
TOTAL ..................... $
Phone: (717)249-2353
Fax: (717)249-6354
Email:
DECREE OF THE REGISTER
Estate of HAROLD W. SWARTZ File No: L~l,! ~ !l~ ~~~Yv
a/k/a:
AND NOW, ~~ /~ ~'~ ~ 7 , p ~~ , in consideration of the foregoing Petition,
satisfactory proof having been presented before me, IT IS DECREED that Letters TESTAMENTARY
are hereby granted to DAVID L. SWARTZ
in the above estate and (if applicable) that
the instrument(s) dated NOVEMBER 22, 2006
described in the Petition be admitted to probate and filed of record as the J,ast Will (and Codicil(sa) of Decedent.
of Wills l ~ ~~
~ Form Rw-oa .~. ~oiiiizou -~ Page 2 of 2
HIOS,flO?RCY loll u
LOCAL R GISTRAR'S CERTIFICATION OF DEATH 1a-~1~~
WARNING: ~ ~a this copy by photostat or photograph.
r c--~ ; •.r_ ; -
' ~~1~ ~ ~ ~, ~ , ;~-11;'
Fee for this certificate, $6.00 This is to certify that the information here given is
L~Q~~ ~CT 2~ P~ ~ correctly copied from an original Certificate of Death
P 18883018
Certification Number
r~ OTYW/Print In
Permanent
~y3
3
duly filed with me as Local Registrar. The ongmal
_ certificate will be forwarded to the State Vital
~t-" ~ ' -~ Records Office for permanent filing.
ORP'HAN'S COUR
{~JMBERLAND ~~• ~~ OC~`t' 19/2012
Local Registrar Date Issued
COMMONWEALTH OF PENNSYLVANIA ~ DEPARTMENT OF NEALTN ~ VITAL RECORDS
LERTIFI[:OTE AF ~EATN
1. Dew cot's Lega Name Fire[, MI e, Last, Su x 3. 3•x 3. Sochi SecVNty Number 4. D•ro e1 DaaM (MO/Day r) (Spell Mo)
RAROLD W. SWARTZ Male!.- 792-32-3160 - October 16a 2012
Sa. Age-Last {IrthtlaV IYa7 6b. Under 1 Ye•r Sc. Under 1 Da 6. 0.ta eT BIrtM1 (MO/O.y ear) (Spell Montn ia. Birt p au Chy and Btat• or Fprolgn Country)
~, 76 Momhs Davz Hopn Minu<•s P7ov 4 193$ Ile PA
a
Te. Birlhpiat. tcopnM
8a. (stet. er Ferpi{n Country) gb. Realdenu (SLraK and Number- Inclu a Apt No.) 8c. Did OKedent Live In a TOwnshlpi
~t~~n~
PmaE1 Drsve 1399 SkaL>mall Drive H75'•f, dec•d•m Ilyed In I`bRrOe twP.
ee. R.fldanca (Ceynty) -
CQi~]e~1.8[Y1 Be. Residence (21p Coda) ~ No, tlacadent INed wlthln limits oT cIH/borp.
9. Exer In VS Armed FPrwsT 30. Marital Status at Tlm• pT 0.a[h Married ~ Widows 11. Survlvin{ Spoufe•a Nama (R wife, glw name prior to rat mKrla{e
~ Yaf ~NO Q Vnknown )~ Olwrced Q Newr Married ~ Unknow Pau111ta BralII]8s/]Bil
13. Father's Nam• /First, Middle, left, SuMx) 13. Mother s Nama prior t0 First Marrlap IFirat, Middle, LK<)
Ijele2l R. Weibl~
14a. Informan<'f Name 14b. Rala[IOnship [o Decedent 14c. Infermant'z Malling Adtlrou (S[roK an Num r, CRy, 3<Ka, Zlp Cptl•7
David 9lasrtz
San 3[tb5 Ttlacarara Path loyaville, Pa 77047
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eath Occurred In a HOSpltal:
Inpa<IaK ~ IT Death
0ecunfd SOmawhere Other Th•h • Heaplroj:
~ Nospic~ iacRlty ~ D•cbd•nt'f Mome
yyy Em• enc Roam Out atlent 0.ad pn Arrival Nunin M
ome/LOn -Term Care Fat11Ry Other (SPecl )
g2
' ns~ tlpn, glwatra•t and number',
SSb. Facl IH
a t I
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e te, gRd ZIP
lSC. CINr'rg is
GP~9 15d. Courtly Y eat
3j El
Zl]DLSi9
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J. a YA 7 1
l UTb!
S6•. M•thpd e[ DifpeflHen Burial CromatlOn 16b. Dab of DlaposltlOn 36c. Plata Of Dlsppsl<Ipn fName o/ omK•ry, crematory, or ether place)
O Removal Irom Sta[• O Donation
o[ner s .tlry)
Oct 20 2012
1Kt. Zion CE+mmte
I6d. LocaUOn pf Olapasldon (City Or Town, Star., and Zlp) lie. 51{nR of FVnoal ie Itana•e er Parson In Cbrg• of Interment 17 . Lions. Number
Roiling Springs, PA 17007 FD-012909-L
1TC. Nama and ComOlete Address o1 Runerol Fa<Ility
r 5 York Road Car e P 17013
~• 1B. Decedent's EduoHOn - CMCk the box [oat best tlescribaa [he 19. Dan ent o/ Hispanic Orl{In -Check the 20. Dewderrc's Rate - ChK ONE OR MORE races to In Iota what
highest tle{roe or level of school complK•d a[ [he time of daaM. box that beat describes whKher Me decad•nl the decadent cpnsltlerad himself or herself to be.
0 Bth {reds or less Is Spanish/NlsPanl4U[Ino. Check tM1a "NO" (¢WhBe - ~ Koran
No tliplomg, Stn - 12th {redo box i(tleudeni Is no[ Spanish/Nispanic/La[InO. O Black or AMCan Amenwn Q VlKnamue
~ Mlgh school graduate or GED completed ~-a10, nK Spanish/Hlspani4LatlnO 0 Amarlcan Indian or Alaska Natlye ~ Other Aflan
Q 60me [OII•{e crodlt, but no de{ree ~ Y•s, Mexican, MaKican Amarlcan, Chitan0 Q Asian Indian ~ N•dye Hawaiian
Q Associate degree (e.g. AA, AS) ~ Vas, Puerto Rican ~ Chin•fe ~ Guamanian or Chamorro
Q BacnelOi z degro• (a.{. BA, AB, B3) ~ 0 V•f, CUban 0 Filipino Q SamOen
~#faKar'f d•{roe (e.{. MA, M6, MEng, MEd, MSW, MBA) ~ Yas, other Spanish/Nispanlc/La[In0 )] )aPanase Q Other PaclRC Islander
0 DORerKa (e.g. PAD, EtlD) or Profaaalonal de{rce (Specify) ~ other (Specity)
. MD DDS DVM LLB JO
21. D•t•dent's Sln{le R•ce Self-OKignallen -Check ONLY ONE tP Indicate whet [he decedent conzlderod himself or herself <p be. 22a. Decedan['f Usual OccupKlon -Indicate type o work
(?}White ~ Japanese ~ 5•mpan done during most Of working life. DO NOT USE RETIRED.
Q Black or AlHCan Amarlcan Q KOrean Q Other PaclflC lflandOr
ScYlool Teackter
O Am•Ne•n Inman or Alaska NatlVe Q Vl•tnameae 0 DPn't Know/Not Sura
0 Asian Indian Q Other Aflan O Refused 22b. Kind o1 Busln•ss/Intlus[ry
~ <hlnese 0 Natlw Hawaiian 0 Other (SpacHy)
~ Filipino Q Guamanian Or Ch•morro Publl.c Sclwole
a. ate ronounc Dea Mo ay 2 Igna ro o Parson ronouncin{ eat On y w en app u 23c, Dose Num K
BY -glltOF1 W TM PRONOYNCE3 OR , Q ` Q .~-` y'
5 5~P W
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23 D N SI{nod Mo Day/Vr) 24. Time of Death
,b 25. Waf Madlcat Examiner Of COromr Con<actedi Vff O
CAUSE OF DEATH
APproKlmate
26. Part 1. Enter the chain Of .wore-diseases, Injurlef, or compllcatlons-the[ directly caus•tl [he death. DO NOT enror terminal ewrrts sucH az cardiac arrest, I Interval:
respiratory arrest, or Yantriculer Rbrlllation wlMOU[ showin
g the eHelegy. DO NOT ABBREVIATE. Enter only one Duce pn a Ilne. Adtl iddltlonal Ilnel N neusaary k Onset to Death
11
1MMEDIgTE CAUSE > ~ SA71 ~Q VV>•. p f~~.V TNWYL~
! l w l~
(Flnd mac.,. or cpntl KlOn Ow to (or ea . mnsequance PfI:
rosulUng m deco)
b.
Saeuentlally Ilat condl[lena, Due to lo. es • conaequ•nw e0: ;
1I any. 1•adlrrg [O the taus. -
INted en Ilne a. En[K [M1e )
UNDERLYING GV{E Due to (or az a consequence of): i
Cl (disease or InJury that
$ Initl•ted lh• swore rosulNN d.
C^¢i In d•a<N) LpBT. Dua to (or as a consequanw ot): i
Z6. hR 11. Enter Kher I but not resuhing In the underlYing ceufe glwn In Par[ 1 27. Was an autppfy P•rlorm•tli
Yes No
26. •ro autoPaV Rntlingf wallable
to cemplKa the cause o/ deaths
yea N
29. If Female:
)~ Not pre{nant wlthln Pest Year 30. Dld Tobacco Usa Contrl Vte to Dea<hi
~ Vea j] Prob
bl 3 Manner of Death
~
~ PregnaK e[ time of tl••th s
Y
No (] Unknown
~ Naturol
0 Homicide
Q Acclden! Q pending InwatlgatlOn
,x Q NO[ Pr.gnant, but Pra{nan[ wlthln 43 daVS Pf deatn ~ 3ulclde ~ CPUItl not be tlK•rminatl
~ Not prognant, bVt prognant 43 daVa to 1 wK bafero daKh 32. Dale of In)ury (MO Day r) (Spell Monthl
(] Unknown I/ prognant wlthln the pas[ year 33. Tme or InJury
34. Places o Injury e.g. home; construcYlpn alts; farm; school) 35. LOCe[len of In)ury IStroe[ end Number, City, Stara, ilp COd•)
36. Imury at Werk 37. If Tr•naportation Injury. 6peclfy: 3B. Descdb• New Injury Otturrod:
0 Yas ~ O[N•r/Oparoter ~ Pedaa<Flan
O NO O Psuan{K Q OMar (SPecINI
39•. Grtmar (CMCk on1Y one):
~Gertllyin{ PhYalclan - TO the best Of my knowledge, death oceurrod due [o the cause(s) and mannK atKed
Pronouncing 6 Certifying phyal<lan - To the bait of my knowledge, death Occurrotl st the time, tlate, and place, antl tlue to the [apse(s) and manner stated
Q Medical Examiner/CO er - O/n'tthe basis K examin•HOn, end/er Inyeatlgatlnn, in my opinion, death occurred a[ the time, date, antl place, and due to the uufa(s) antl manner stated
3lgnatVr•o/prtlfl•r: \1r~~~ TlNa of cartiRer: LlCena•NVmbar: ~s~OtLIZyI~`
39b. Name, Address and 21p Code K Person <ompletln{ Cause of Death (I
te
m 2
6) - 39c. OKs Signed M Day/Vr)
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~e o ~ . r+...~ic.~T .... Py-fl 'ice 11~J~IYr. `U~'t.i~. cz., J)aP Oc.rT cL 'p
60- egistrar s strict Num er 1. Registrars tore ^ w stmt a aM ay
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a3. Amendm•n~~~~
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Dlsposltlon parml<NO. ~~ 1 ~[ AO{ O~J H305-143
REV 02/2011
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LAST WILL AND TESTAMENT
I, HAROLD W. SWARTZ, of Monroe Township, Cumberland County, Pennsylvania, being
of sound and disposing mind and memory, do hereby make, publish and declare this to be my Last
Will and Testament, hereby revoking any and all former Wills or Codicils by me made.
1.
I direct that all my legally enforceable debts, funeral expenses, testamentary expenses and all
inheritance taxes (whether such taxes may be payable by my estate or by any recipient of any
property) shall be paid from my residuary estate as soon as practicable after my decease and as part
of the administration of my estate. My personal representative shall have no duty or obligation to
obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other
property not passing under this Will.
2.
I give, devise and bequeath the sum of Five Thousand ($5,000.00) Dollars unto each of my
stepsons, MARLIN L. HOVIS, MICHAEL A. HOVIS and MARTIN F. HOVIS, absolutely.
3.
I give, devise and bequeath the sum of Fifty Thousand ($50,000.00) Dollars unto THE
WESLEYAN CHURCH OF THE CROSS of Carlisle, Pennsylvania, for its general uses and
purposes, absolutely.
4.
I give, devise and bequeath all the rest, residue and remainder of my estate, whether real,
personal or mixed property, whether tangible or intangible, and wherever situated, in four (4) equal
Page 1 of 4 Pages ~s
H.W.S.
9 //~
.. r i.
shares, unto my sons, DAVID L. SWARTZ, LARRY A. SWARTZ and MARK H. SWARTZ, and
my wife, PAULINE M. SWARTZ, absolutely. Provided, however, that the share of the said David
L. Swartz shall be reduced by the un-reimbursed aggregate amount of certain funds advanced,
credited or loaned to him by me during my lifetime, which amount stands at Eighty-Five Thousand
($85,000.00) Dollars as of this writing. To the extent that the share of the said David L. Swartz shall
be reduced accordingly, the shares of the said Larry A. Swartz and Mark H. Swartz shall be
increased, on a pro rata basis.
5.
I nominate, constitute and appoint my son, DAVID L.SWARTZ, as Executor of my estate. In
the event he shall be unable or unwilling to serve in such capacity, then I appoint my son, MARK H.
SWARTZ, to act in such capacity.
6.
I direct that my personal representative shall not be required to file a bond to secure the
faithful performance of his duties in any jurisdiction.
7.
I authorize and empower my personal representative, in his sole and absolute discretion, to
purchase or otherwise acquire and retain any investments or any property of any nature which I own
at my death; to sell, lease, pledge, mortgage, transfer, exchange, dispose of or grant options in regard
to any or all property of any kind forming a part of my estate for such terms and such prices as he
may deem advisable; to borrow money for any purposes connected with the protection and
preservation of my estate; to mortgage or pledge any real or personal property forming a part of my
estate or to join in or secure the partition of same; to compromise any claims or demands of my
estate against others or of others against my estate; to make distribution in kind and to cause any
share to be composed of cash, property or undivided fractional shares in property different in kind
from any other share; to employ agents, attorneys and proxies and to delegate to them such power as
my personal representative considers desirable and to pay reasonable compensation for such services
as may be rendered by such agents, attorneys and proxies; and to execute and deliver such
instruments as may be necessary to carry out any of these powers. In addition, I direct that my
Page 2 of 4 Pages
H.W.S.
personal representative shall have the power to conduct an inventory of any safe deposit box
necessary to the administration of my estate.
IN WITNESS WHEREOF I have hereunto set my hand and seal this 22°d day of November,
2006.
,i~a-zo,E~~ 2J~,~~, (SEAL)
Harold W. Swartz
SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testator, as and
for his Last Will and Testament, in the presence of us, who at his request, have hereunto subscribed
our names as witnesses thereto, in the presence of the said Testator and of each other.
Page 3 of 4 Pages
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SS.
I, HAROLD W. SWARTZ, Testator, whose name is signed to the attached or foregoing
instrument, having been duly qualified according to law, do hereby acknowledge that I signed and
executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and
voluntary act for the purposes therein expressed.
Harold W. Swartz
Sworn or affirmed to and acknowledged before me by OLD W. SWARTZ, the Testator,
this 22"d day of November, 2006.
Notary Public
COMMONWEALTH OF PENNSYLVANIA
COMMONWEALTH OF PENNSYLVANIA ) Sharon E.B1PubNc
Ntxtlt Micl~eb~ rwp., t~rnbeflerxi
S S. My Camniioaion E>q~ires Atg 5, 20~
COUNTY OF CUMBERLAND ) Member, Pennsylvania Aseogation of Notarise
We, ~~'1.2./1 ~,. • ~1bcM and ~y t~C~O ~ CPS ~~~~o >~
the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified
according to law, do depose and say that we were present and saw HAROLD W. SWARTZ, the
Testator, sign and execute the instrument as his Last Will; that the Testator signed willingly and that
the Testator executed it as his free and voluntary act for the purposes therein expressed; that 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 under no
constraint or undue influence.
Address ~/ oo Low ~ s c''~,n ~c o ate(
d ess 2100 l,~„Q S 6~ led.
Cap lsle~, PA r ~a ~ 3
Sworn or affirmed to and subscribed before me this day of No tuber 2006.
Notary Pu lic
COMMONWEALTH OF PENNSYLVANIA
C:\Office -Estate Planning\10568.2h-will.doc ~
Sharon E Bloom, Noleuy Pubic
Pa e 4 Of 4 Pa es NoAh Mldtlelon Twp., Gtnlbetieutd County
g g My Camrnlaeion E>~Yes Auq. 5, 2010
Member, Pennsylvania Assodetion of Notaries