HomeMy WebLinkAbout07-26-13 IN THI; MATTER OF THE ESTATE . IN THE COURT OF COMMON PLEAS
OF JEFFREY C. ZERBE . CUMBERLAND COUNTY, PENNSYLVANIA
. ORPHANS' COURT DIVISION
. N0.: 2013-00514
c> �_.' _� ;-�
PF,TITION BY EXECUTRIX FOR LEAVE TO PURCHAS�It�AL ``' , ; �'7
r �'7
ESTATE IN ACCORDANCE WITH 20 Pa. Cons. Stat. §�.�� _ �` �-' �
- _ , ;'�
,== :: ��
_ _ _- . . �
TO "THE HONORABLE COURT: _-� , � - . �
�-- � _ ;
� � _ . ,
r�,, . . -,
_ _,
ANU NOW comes Terrence J.Kerwin,Esquire,Attorney for Petitioner,Susan J.Terbe,who
respectfully states the following:
1. Jeffrey C. Zerbe, Decedent, died testate on Apri123, 2013. A true and correct copy of
his Last Will and Testament dated March,5,2013,is attached hereto as Exhibit"A". Said Last Will
and "Tcstament was duly probated in the Register of Wills Office of Cumberland County on May 2,
2013 with an Estate docketed to No. 2013-00514.
2. Petitioner, Susan J. Zerbe, was appointed Executrix of the F,state by the Register of
Wills of Cumberland County, Commonwealth of Pennsylvania on May 2, 2013. She was not
required to post bond to serve in said capacity.
3. Petitioner desires to purchase from the Estate residential real property located at 323
Bailey Street, New Cumberland, Cumberland County, Pennsylvania, for the total sum of Eighty-
Seven Thousand Dollars ($87,000.00),plus costs associated with acquiring the property.
4. The said residential real property is located at 323 Bailey Street, New Cumberland,
Pennsylvania 17070,being designated as Cumberland County Tax Parcel No.26-23-0543-346,with
the current Deed recorded in the Recorder of Deeds Office of Cumberland County in Deed Book
191, Page 845.
5. The sole heir of the Estate of Jeffrey C. Zerbe is Eric Michael Zerbe. He is in full
agreement with the proposed sale to Petitioner. Attached hereto is Exhibit"B"is an Agreement of
Sale entered into by Petitioner and the sole heir Eric Michael Zerbe.
6. Petitioner believes that her proposed purchase of the real estate located at 323 Bailey
Street, New Cumberland, Pennsylvania, from the Estate at a purchase price of Eighty-Seven
Thousand Dollars ($87,000.00), plus costs associated with the purchase is a fair and reasonable
price.
WI-IF,REFORE, Petitioner requests that the Court issue a Final Decree granting leave to
Petitioner to purchase the aforesaid property for the sum of Eighty-Seven Thousand Dollars
($87,000.00),plus all costs associated with the purchase and direct the Clerk of the Orphans' Court
Division to execute and deliver a Deed to the said real estate described herein to Petitioner.
Dated: _' � � � /�..-,_ -
TERRENCE J. ERWIN, Esquire
Attorney for Petitioner
4245 State Route 209
Elizabethville, PA 17023
Supreme Court I.D. #29922
�����'���T�'���
�. Sl;St1l� .�, ��.KB�, �xecutrix o�thc: rstate �a�'JEFFR��' �. Z�?R��„ verig� th�t ti�e
��atemenTs made in the fc�re�oin�Petition are true arid carrec;t ta the best of my personal kn�w°l�dge,
;�t:�rtr�ati�n and I�elief.
��nc�erst�ii�that the stai��net�ts r�adeher�l�are sub�ect ta t���p�r��3t�es of t 8 P�_C.� �49t��_
�,-e�aii��tc� uns��o� f�lsific�tio��tc� a��t�orities.
Dated: . �v� �6 ��.ei'`� r,�
l ��
���r'�:�.�. ,�����:, �'i'X� t`iX
Estatc of Jeffr��t C. �ert�e
06/04/2013 15:41 7172140808 PA BANKING PAGE 04/07
LASS WILt AMp TESTA�AENT OF
Jc{fi^ey ChaAea�nrba �
l,J�PD�qy Charles Zerbe,a r95ideM of ihe S�1ko of Pennsylvania.m�ke,Dubriah artd decl9������L�v E a�
wal�nd Tesi�me�,revacng ao wins�r+d codEws�rt er,y tlme nerecaforc masse by ms. ���I 51,L{� �� "�i�,�.�
FIR�7:I droet that�e expensas of my last iqnea^,and tunoral the e�cpansaa of 4he adm�i atl�api,my� �� � O u
¢sta�s.and all asrc+te,inhgritar�ce and similer toxos Qay�b{e w9fh respect to propsrty Inda��n pl�state -�
whelM�r cr mt pgssing imdsr U:s w+7i,and arry interHSt or penaltiealhgr0an,shalt be paid out oF my reaiduary
eatats,wi�hout appartiom�snt and wdh na right ot reimbunen�eM Erom any recipferrt o►arry such pro��K ��
SECOND:i�m not m2ai�d,i r,�,na r����+a;������i ze�na,bom o�s�e�mbe�sf�A�5' C(!�R�"
CU�i���LAi�C C:';., �1�
7H tRD:I giva ell tangibla perxarp)praper�owned by ms attha 8ma of my death,Indudnp without�imita�on
pC�'3onDI 4No��doUtin9�}ewAlty,fuA1il�e,Nhlishin9e,hW�Baficitl eoods,a�aiornobi�AB and C�M10��t'�uGl6s,
mgeUtet wittt aU inswdnt�palldt►c relslinq thereto,fo Ihose o!my childtcn whp bwvit+e me,in aul�&tsntialty
equal�a►�,to he dvided�rnarg u,em as they shall agrea or tt�hay cannat agrea,as my Exea,mr shaN
cktermine,All caats ina,rree by my ExacuWNrt connecSion wl�h oqtaining pocaeeaion,appra�si�g,
safeguerd�ng,dBGv�ring or selfa�g aud�proparry rhal be paid�expansao of adminisM�ing my est�tx. '
FOURTH:I give aq iffe reat,roaldvo and rem0indor nf n1y praperly�d estste,beth roal and persor�al,ot
, whatevor kirsd and wheraoer IopJstl.lhat I own or tn whlch I shett be m eny m�nor antlqad mt Ihe�ma of my
deo�t(acllactive�y reierred to as my"residuary eat�le'�,os tonows:
{a}Tu tlwao of my dvtdrert who survivs me a�d+o+he i�sue who s�arwva ma of tl�ose oi my childran who shan
not swviv�me,por atirpea,
(b}1t tFlore snall be�10 issue of miM ihen Nvmg,I g'�ve my re.�iduary e8tele 10 ihose who would taka from ma as
71 were then W dio wiUrout s wal.�nmarrled and 1t�e sbsolute owner ni my rosi�A,ary astatc,and a reskfont of
�nn 9�aln or Pennayfvania.
FIF'C}i:lf any praperty of my estate vesls in absdule ownership�a fnlrar ar incompetenk my Exa�1a�,st a�y
tim0 ar�r3 wi�twt oburt auU+cvlration�m�Y'disitfbuui Ihe�vhcls a arty part nf euch ProPe�iY In Ihe heneficiary,or
us9►hP whde w arly Pa�t ior thq hyalR�,aducation,mairdfmance arxi euppoct oF fhe b�neficiary;or diatribul0
tnc wYa�a or any part�o a eua�rrdian,commlllee ar othxr 1ega��presontative oP4�p 4eneta�ay,or to a cuatodsn
for�e ber,eficiary under anY gf1�p�minvra or tranafers tu mirora 6ct,or 10 tfia per9on or p6rsona wiih whom
Htia bon�Gdary r�sidaa Evid�ot any sucn���b�rGon or thp rnceis��tl�xefore execu�ed by tM peirxon to
whan�fe�s�►�ion�+e made aha�l be a Adf dsrhsrpn of my Exacuta iram erry li0b�7iry with respe�there�o,
evnn fiough my�x9p,tor may�e such person.lf such ber�efraary is 9 minar,my Fxewtar mey deior tl�a
distribu6an oithe wnola or any part oi sud�praperty un�I�e benofraary atiains tne sge of twsnty�on0(21)
yc�ra,and may hekl Ihe samo as a s¢parato fund For th�ben9friary wi�h all of lha powon desaibcd(n ANcla
SN�NTH hueot,If ttie qrc,o6aary�es betore anai�;ng sald age,any bal�na►shatl b9 paid and distr�buted to
fhe estate ofthe beneficiAry,
SIXTH;I appoint SusartJ Zerbe to bo my Exear�rx,t�Suean J Zerbe does not survive me,or shap fail to qualify
fo►eny renson 9s my peraond representaUvo.4r hxying qU�iEed 8f1�1 de,restlg�W ceaep�0�t fW'sN1y
raa5on as n�y oxaa,lor.1 appoMt James d Zsrbe as my hxewtor.'To the extont permiaed by the tews of lttv
State ot Pemsylvania,lF,iswlp is m�ended as and st�a1l bs oensbued to ba a raninterven5on w�U orsd,aMer the
probate oP ihis win,na iurtt�prnc9eding6 in couR snau be necessary otiter ihan to comply wi�d►e stntutas
relalin9 to ih�handlirsg oi estataa undor noniMervaxinn w01s.No bontl or eurety or atner sea,r{ly shaA be
�aquired ofany Personsl ReprBaentative aerving here��,7'ha deci�aon to xdmlrpctarmy estato
indoPenQenl�y Or under CDUrI sup6fYisimt shnt be metl9 sde1Y bY mI'Peramml tepreSenlBrtive,
SEV�N7H:1 grenf to my EiceCUEor alt powers co�ferrod upon axocutore wharevar my�xeCUfor maY aGt,I�Iso
pranl to my ExaaAa Pnwa�Sa fe�in,�ell at AcfiGc or y�v�sela.exchanpg,�rant opba�on,invast ar�
. reinveat,and au�erwt.,e de,A uvilh ar��end rif wop►�rlY.r�e1 or pencor�al.Tar cash a on�red�k ta borrow money.
end ercumb9�or plldg0 ai"�Y proA�Y to 9ecure loana;fo divids dnd dls'�bvtn prop�rty ln c91h 01'in killd;to
exarrisg all poNera of en absolure owner M proP�r,tv car�promiso and ret�o daims with or wiUwul
GOnsic76r�Gon;end w ea�ptoy 2rila'nays,9CCO�a�kauNS antl btl18�persons for sarvicsa nf advla8,'[he lerm
"Executor'wnorever vsed tierein shau m�n�he�xaGVtors.exeMor,exeaiAx or adm;nis�ator in office hom
timo tp timn,
EIGHTN:I droc.y thet For purpoaes of this wiit a beneGasry shall t��deemed to prsdaceesa ma un►esa such
�
E%HIBIT nAn .. .._ _ .. ,. , . _._._ .. , .
06/04/2013 15:41 7172140808 PA BANKING PAGE 05/07
bennfidary survives me by,no�e thmt tluRY�YR.The lamu'cXu1d","children°and'9ssue",es use�in this witl,
indude chldmn gcxi iewe he►8�1e�bom,
tN wI7NE55 WHEREOF.t,.letfr Chartes Ze,bq.;�gn rpy naa*f�a�d pubiiah and dedarettiia instr�snerri es
1nY HdNt will�9tl�SWA'fer'A t{'li6�,�d9y of �v,.� .2U�.I algp y8vq g(fu�pd A1y irli{i�M ot111tB hoitom
of eady as tho yecedv�g pegae hareaL .
�
R Y 8(ICSZ9tbo
We.the w1A�ssos,al tnA 7esletor's req�,as�aigrr our narrv.0 lo fii&�nsdtrnant,bsing Tirst tluiy swom.and do
heroby dedsre to�he ur�Bi�r+ed auUwdty thaa the Tesisaor ai�y snd exaaAes th;s i,r,pumo»t as 1he�
Tesmto,�s wlq and�t�ho Tosl�ta cigna it w191rgoy,and th,et each af ua:in the proaence snd hearin�ot tna
7'eal�f�a.hereby aigne iha wiA as wlmess to Iha 7estatcPa s�rng,arx!tha�m p�e bnsy of our t�owtetlge Ihe
Te�iator is eigfneon yoaro of oga or older,nF sa,nd m1nd,and und onnsbgint or undue inrtuence,
� ,r
._ �r r �c.�
� � ��� '�'� T-
�+s r ` �_._
cln�q�
�
06/94/2013 15.41 7172140808 PA BANKI�G PAGE 06I07
AFF10AVtT O�Wt'tN�S5�5:
STATE t3F pennsytvanla��OUNTY OF ic.► l�+�+r ,ss.
Be#ore me the�r►detstgs'ted authoTitY.4n t['=is dt�y�:t�ottaily appeer�d=
Yh�Testator,
�i�'����,.+�".�Jr 'i" ,,,..��tting�ri addr2ss�t.��+�'t r/� �I.�,f���tri>,�u��?.��/�f 1�,��e'l
�rx!�cb of the undersigt�ed wltnesses,
1C���/"�� ���"lf�he�+Ing ert eddress at�� S���P/l.��rJ�..�/ �c�7S/,�
��f��t��"t� .� . �YQ.tt S ttaviag an r�ddress st, �C� �_����;� +��'� i � ��d"��
,
, ��. � C'tS�havcng en adnress et�,��`�YVn���• , �,...l�lr�.l�J� ,�� �����
respectively,being indivisivaliy and severxUy duly swnm,dld depose end say i��t
'the totegoiqg fa5twiil arnl#est8msrrt was suhscribet!in cn�r pr'eser�c�and slght by
� �'p�}"-�a�G 3.,a�'r� ,the Testat�r named thetein.ThA t�1CI6t5I�R�Wttt1BSS2KI XI18 BX�CC1�011 OF
sald wiu of �'t!�Y►,��, C°..,2Qr�iQ ,on thls day.
At the time tho instrumerrt was sa suhscr(bed.the Testator dectar�d said inatrument to be their t�st w(II�nd
test�mern.The und�rslgnaci thereupvn s'rgned theit names as witr+esse�at the end of said w�[►at the
request aithe restator.�n tha ptesence ofthe Tesiatar atad each other.At the time�sf sa�xecutir�saidwiil,
!n our tesgedtve apinio�,tt��Tests�tar was at tea4t eightaen yet�rs ot age,and was of socrru3 mind,
memory and understandln�,under rrQ canstralnt,duress,ireud ar undue lnfluQr►ce,end!n nc respect
Incorripetent kn rt18k�8 valld wiil.In our respBCtiVe opinlpns,the Te3tator w�5 et71e tv Pead,wtite and
corrverse irr the�r�giish ianguage,and was not sutfering irom any defect of sigl�et,hoerfng pt spoech,ar
from any t�kher physical or ment�i it»»riatPmeM wAlch wonld affed thelr espacity to maks a valid wlr.Ea�kt c+f
us w�s�Cqu�inted t►r�h the Test�ttot,and we tnske th�s ai�s�vit�t their request.Said w11E ws�s shawn td us
at the tirne th{s affidavlt was madet and are�acamined it as to the signeture�f tho Te�tator and�ur
s�gn�tures.Sa�d wi11 was e�cecuted ss�singie,orig►nal Enstrument,and not 4n caunker�iatis.
�
T� �
nes •
�����������
W��,�s
� ����
��
�
� ,
06I04t2013 15:41 ?1721�0808 PA BANKING PAGE 07/07
SubSCr�bed,&4VOm ta arIC1 ackncYWt2d�t2d�eft5r8 e y�'�7`rrr �. �v(�e.thE 7`est�ttbt,ai�i
subs�ribea and worn G�before me by the said,��i�j�����w�;�;and, ,�,�Lrr�r,�`�r�,4"and
�..�.rL�'_��'���r:as w;��s.tn►st�.daY or ,�o�.
_��+�
t�otary Putrl�
My cammisslon expires on "�L lt�} �,p��`'
�1+�-�i
MQTARIA!S6JU.
CAST Wi�LAhiCi'�'F_S7AMEN1'C1F .�i�..�...�+�.." Ft�$EEiF,i 6W.D '
Dated: /�1.�fw.��.. {� 20�. Notory fub��G
`'--' St1SORIEHAMNJ!TWR.DAUPHIN COUNi'Y
�#7 Ccmnus:�na Er�pinn�,ha tQ,2�t�
�. .
06f04/2013 15:41 7172140808 PA BANKI�G PAGE 01107
1'his agreement is entered into by Susarl J Zerbe,Ex��utor af the Estate of Jeffrey C Zerbe(dec�ased
4J23f 20�,�}and the sole son and h�ir of the Esxate af�effrey C Zerbe— Michaef EriC Zerbe-reiative to
the reai estate property in the Estate of JefFrey C Zerbe located at 323�aiiey Street,New Cumberland,
PA 17Q7b.
The executar,Susan 1 Zerbe�having no interest in the pro�eeds of the �sfiate}h2�s mat{e an affer to
purchase the Estate's rea�l estate far a fair market vafue$87,Of3b,0(}as weN as paying ail tosts associated
with acquiring the property and the heir to th�Estate—Michael Eric Zerbe has�ccepted the ofFer and
therefor� has no o6jection to the prbpa'sed fra�rsaction. •
Accordingly,the�urigin�(signatures below indi�afie bc�#h parkieS dpprova!of s�id transacC�an:
G^ a�.�,�-�'�'"r' _..r�+�'�2��" •
w7
Heir Executor
(Sign� t,�egai Name (Sig�}tegal i3am�
�,��� r�r. ��.�a� S�r�s�•� ,� ��'.��
Heir Executor
{print�Lega!Name (Frint)Legal N�me
Date:,_,,�.Z '`� 1.� � bate: ��.Z..�`�r.�c�f,�
�
EgIlIBiT "B"
CERTIFICATE OF SERVICE
I,TERRENCE J.KERWIN,ESQUIRE,hereby certify that on this date I served a true and
correct copy of the foregoing Petition by depositing a copy in the United States Mail,postage prepaid
at Elizabethville, Pennsylvania, addressed to:
Eric Michael Zerbe
5120 N. Harbour City Blvd.,Apt. 10
Palm Shores, FL 32940
Dated: , 2013
By: � ��--,�--
Terren . Kerwin, Esquire
Supre e Court I.D. #29922
KERWIN & KERWIN,LLP
4245 State Route 209
Elizabethville, PA 17023
(717) 362-3215
Attorney for Petitioner
E:U.AK�ESTA1'E�zerbe jeffrey-petition-to-purchase-real-estate.wpd