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HomeMy WebLinkAbout08-20-13 (2) FETITIC}N FOR GRANT OF LETTERS REGISTER {?F W14LS OF CUMSERLAND COUNTY, PENN8YLYANIA Petitfofrer{s)named bebw,who islare 18 years of age or older,appty(ies)far I.etlers as specifietl below,and in support thereqf aver(s)the foliowing and respectfulry requosts the grant of Letters in the approprista form: � Ruth M Wertz DgeedenYa Information �} Name: Eugene Theodare Wertz Fiie Na: 21-13 — 'O 4�+ a!k/a: (qssigned by Reglster) a/k/a: . atkta: $ocial Securlty No: Date of Death: OW11/2013 Age at Death: 90 Decedent was domiciled at death in Cumberiand County, pA tSlare}wfth hin/her fest principai residence at 3412 4isbum Road �owar Alisn Tawnship Gumbariarn! �ulreal etltlrase,Poet Offica antl Zip Code City,TownMip o�Buouph Coumy Decedent died at 3412 Lisbum Road Lower ANen Tawnahip Cumbsdand PA Sveetaatlrese.POStOtfKe>nCZipGoOe Ciy.Towmhipor9oroupn CauMy Stele Estimate of value of decedenfs property at death: I/domlclled In Pennsylvanla...................... All personal property $ �� Nnof domiclted!n PerrrtsyNarrla................ Pe�sonai praperty in Pennsytvania $ /tnotdomic//edln Pennsylvania................ Personal property in Counry $ Value of rea/estate In Pennsylvanfa................................................................... $ 308.W8.64 TOTAL ESTIMATED YAIUE S 360,004.00 Reel eetete in Ponnsylvanie aitueted et 4700474 C811fS18 Plke Hampdsn 7ownship CumbeNand tAxacnatloA+orroi�s.N+�aeeaserr.7 SVeel etlOresn,Ppal ORicp en0 Zip Catle Ciry,Tan+�ahip u Bornup� Counry �A. Petitlon fot Prahate arni Grant of Letten Tesfamentarv Petitioner(s)aver(s)that helshefthey is/are the Executor(s)named in the Last Wili of the deceQent,dated OBRi1/200i and Codieii(s} thereto dated �1�0. Slate relevern cirtmmetar�cea(e.A�,�uridebon,deefn o/executoq&c.) F�ccept as fo�bws:aRer Me execution of the instrument{s}offered for probata,4ecederrt d��ot marry was not divarced,was not s paRy to a pending divarce proceeding wherein the grounds for divorCe had been establlahed as defined In 23 Pa.C.S.§�323(g),and did npt have a afiild born or adopted;and 6ecedent was�either the vidim of a killiag nor ever 8djudiCeted 8n inc8paciteted parson. �NO EXCEPTIONS Q EXCEPTIQNS � ❑B. petiNOn}or Gnnt oi atta of Admtnistration (If applicabie) c.1.a.,d.b.n.,d.b.n.c.t.s.,pedenfefite,durnnte absenGe.durante minwitete If Administradon,C.ta or d.b.n.c.t.a.,entnr data of Will in��gyj��n A� ow.and,�omoleta Ilak of hain. Except as follows:Decedent was oot a party to panding divorce proceedir�wharoin the grounds fw divarce flad been sstabiixhed as deflned in 23 Pa.C.S.§3323(g)and was neflher the victim of a killinq nor ever adudicated an incapacitated person. �NO EXCEPT70N8❑ EXCEPTIONS Petltianer{s),after a proper search haslhave ascertained that pecedent left no Will and was suMvad by ths'bollowing spoU�w(if any)and heirs{q�tach edditional sheats,dnecessary}: C � ��.; .;::, -� :.- i�7 � ��' _ . `i c:� Name Relatlonshi Address �i ._ � ' -= ; z�, :�.= "�' cj .,' ,�.t -,� G^> .1:, � r,':�- -±� ':_z C7 r,,.7 C:' ..e,� ` `"3 —� t l `j,1 � � �r) �. Fofm RW-02 rov.f 041-2011 Copyripht(c)4011 fomi softwere only The Lerkner Group,Inc Ppe i of Z V� Oath of Personal Representative omamu.�omr — CpMMpNWEALTH OF PENNSYLVANIA } } SS: CCIUNTY OF Cumberland ) PetRioner(s)Printed Name Petitionar(s}Printed Address Ruth M Wertz 3412 USburn Rwd Mechan(csburg,PA 7706b The PaRitiondr(s)wbove-nametl sweer(s)or affirm(s)the statements in the foregoing Petition sre true and corred to the beat of the knowiadge and be4ief of Petlkbner(s)and that,as Perso�al Representatae(s)of t ersdennt,P@'�i7t/ion}_er(s)y(+i,l�l+y/�e II and truly edminieter the estate acwMing to lew. Swom to or affirtned an ubscribed efore �T�"'� ^' r'. �. v.l L—'�'� o�a 'r�—�.� methis �'��s� , {)1� oa�e gy, oe�e r-o�ma rrea;srel oad BOkD Required? ❑ YES �X N4 To the Regisfer of Wllls: Pleasa entar mp appeannee by my stgnedtro beiow: FEES: Letters...._.................................... $ AttameySignature: { )Shprt Cert�cate(s)......... � ../ t ( )Renunciation(s).............. �,�`(,td1�..� ii.L.� ( )Godicil(s)........................ ( )Affidavit(s)...................... Printed Name: KNsten Liab Esq. Bond....................................._...... Soprems Court Commiasion.................................. ID Number: 316373 Other Firm Neme: Tucker Areasberg,P.C. Addresa: 2 Lemoyne Orive S�fta 2� Lemoyns,pA 77043 Phone: 717-234-41R1 Automation Fee............................ Fax: 71T-2S2-88Q2 JCSFee....................................... TOTAi.._.__.................................. $ E-meil: klieb�lucketlaw,can DECREE OF THE REGISTER Da�#���, 05N1I2013 Sociai Security Na: 164-18-b884 Estate af Eufl�ne Thsodore Werfz Flle No: 21-13 —g�(o alWa: y���e AN4 NOW, �7 , �,.�_ .�n considaratbn of the foregoing Pe6tbn, satisfactory proof having be resented before me,IT IS DECFkEED that Letters 7estamentarv are hereby granted to Ruth M Wertr in the above estate and(if applicabie)that the iostrument(s)dated pg�/ypp� descritt�in the Petition be admitted ta prflttate and filed of recotd as e last Will(and C icii{s)) Decetla�t. sterof Wiila In . - Copyr' 1(c)ROt 1 krm wllwere only The Ledvrer Group,Inc � I/1 /I /1� pW P WW ItiG� tI�\.�yrG� � � . • __ _ _ ... � n t� �=: � � s.:;_, �°'� �.ri , � Q ��7 c-� m .> LAST WTLL AND TSSTAMSN`L' rn -'' ,.,, - '-'� �s - . .._ c N � f , r . i,i � � ,. .,.. „ � OR :�,„ �� - , . , — �.., , . �.�. , _ . , :_ ,.� .� �T3GSY2E; T. WER'TZ " � - � �_' � , • � _.- ;.i I, 817GS1� T. V�ERT�, of 3412 Lisburn Raad, Lome='A�Ian �� " , ' I J `'l T`ownship, C�e�la.rad County, Pa�w.syivaaia (Machaa3.csburg, P?� 17455), being of saund and disposittg miad, memory and understandiag, do heraby make, publieh aud dec].are thie to be my � Z�ast Will and Testament, hereby ravoking any as�.d all Willa and i Codic3.ls at a�y time kieretofore made 6y me. � TThM I - I hereby dirsct uty hereinafter aamed Personal � Represent�.tive to pay all of my just d.ebts, funerai e�cpenses, ; and eatate and in3seritan.ce taxea as soou after my deatl7. as may be I i found convenieat. I furthar direot that my� Parsasial ; Rapresentative pay all estate, inkteritazaae and other death taaees ! i aa expansea a£ the admiuistration of my estate with respeet to ' � property aaastituting my gz'ass estata for death tazc puz�poses, � whether or not such praperty passes under this Will. ITRM IS - 2 give and bequeath, to my vrife. Ruth M. Werts. any mato� veh.ialee, houseliald fuz�z�ie,hings, parsonal effects axid other tangible persoaal prapexty that I own at �he ti.me of my death. Paga One o£ Ten � ITSM IIT - AlI th.e rest, rasidue and remain3er af my estat� whethar rea1, personal ar m3zca8, of whatsoever aatura and kind , aud wlseresoever aituated, ineludiug auy property over which I i hold a power of appaintment, T give, deviae and begueath to tfie ; � trustea hereirsafter named, IN 'I'RffST, to hold the same for the � f purposas sat forth below: A. I ag�oiut Aabert 8. G7ertz ae Trustee. If he decl.inag or is unabSe to cerve thea 2 appoiat Julia K. Saadnes as Truatae. , 8. fihe Trustea sha17. pap the net �..zreome ta my wife, Ruth i i M. Wertz, duriug her lifetime and said paymasxts sha11 be made at � i Seast quart�er-aanually and shal]. be made monthly if ehe sh,ould so � i request. I C. Tha Trus��e: in the firustee's sola disaretian, may iava3e the prinaipal of t'his trust wheaever, in ttz,e Tz�ustee's judgment, such iavasions are necesaary for the suppart, mai.nteaaxzce, well. being aard msdiesl care of my wife in arder to keeg har ira aceordaaoe w3th tha atandarci of living establi,shed I � during my lifetime of the Trustor, after taking into i i aoasidarat3.oa othex resaurcee ava.i2able, iaeluding ather sources ! o� iacome and available gvblic funds and grants. D. 'C7pon the death o� my arife, the Trustae slaall 8istribnte ; the entize t�ust fund, both priae�pal and ineomar itt egtial ahares to mp ah3.1.3ren, Robert Fs. 'NTertz, Julia K. Sandnes and P�ge Two af Ten �3 William H. Wertz, and the trust sha11 be termi.aated. If ati that time any of my childran ahall be deaeased a.zxd shall have left issue wrho are at that tixns living, tSie share of tt�.e trust estate ta whieh sueh deceassd child would otherwise 3a.ave beea entitled i i sT�.aIS contiuue to be heZd by the Trustee Par the benefit oE �ha , deceased childis issne, per stirpes. t7udar sue)a cirassIISStan.ces, tha Trustee but shall be authorized, iu the Trustea's saie disare�ion, ta �y�ply ineama aud pr3ncipal oE the trust account held for any such issue for tha support, mainteaaace, medical ; i cara and education of the benaffaiary eatitled therato after � i taki.rr.g iato cousideration other revenuea available to the ; beneficiary, inclu8ing other sources of raves�ue, atudent loaas . � ! and available publ3.c �unds and grants. Whan sueh beneficiary , shal.l have reached tcventy-thsea (23} years nf age, the trust for . t7�.at bene£iciary shall ba texuti.nated aud the balan.ce remaining therein shall ba delivered ta the benefiaiary free of t7�a Crust. S. If at the death o� my wife, any of my ehildren sha11 have ciiad and left ao issue wha are at that ti.me livin.g, the shaze o£ tha �ruat estat� tti whioh such deceased child wauld o�harwi�e have beea entitled shall 3aeaome part o£ the bala.nce divided amang my othar ch3.ldren or their issua. F. 2n the event any benefiniary should die prior to the t3.me set for flistributioxi o£ the truet £und eSt.�YI].6}.12H .EOT him Page Three of Ten t. • � . . .. .. . . . ... ............ . , ox har, the Trustee pay part oz all c�£ his or har frsneral expeases and the remainiug principal anci undietributed income shall be distributed to his or her then livin.g iseue� par stirpes. Tf as'y beaaficiaz-�* should d3.a witheut leaviag issue su?-viving him or har, then the remainirig principal or aceumulated income shall be distribute3 amoag my then Siviag issue, gax stirpea. G. The T�uBtee shall hava t�.a power, ia the Trustee's aale ; discret3on, to termiaate ane oz more of the tsust fuad;s created � herewader if, ia the Trustee's disaretion, suah funds have �eeome � so small as to bs impraetical to kae Eurther administarad. IIrader I I euoh circumstanaee, the Txuetee mayr ia the Trustae's sole � disoret3on, diatributs the fusa.ds to the benefiazary then esititSefl to tha iueome or, if tha baneficiary' is vadsr the age oE twent�y-one {21) y'eara, to a Custodian for h3.m or her vnder �he � Panasylvaaia IIniforzn Transfexs to M�.nors Act {or sim3lar aat iu ( Y any other state} . Trustee sha12 select t3se Custodfan who may he ! �he same as the Trustea. H. Notwi.'�astandiug any provisian hareof to the cantrary, i.f anp trust l�.eretsszdar creatac� shall violata aay agpllcabl.e r�1e agai��st gergetui�ies, acGUmul.atious oz any si�nilar rule or ].aw, the Tnzstee is hereby directed' to termisrate such Trust on the date Iimited bp suah ru7.e or law and thera tzpon the proparty heZd Page Raur af Ten �I��I r . in trust akiall be distributed ta tlae pers+oas exr.titled ta shara therefrom. • ITA'26 IV - In bhe event my wi£e, Ruth M. Wertz. ghould predeaeaae me, theu I give, devise and bequeath tize residue of my astata to a� ah�idrsa, Robert S. Wert2, ,7ulia K. Sandues aad t�illiam H. W�rtz, isx equal ehares. Zn �ha evant any ch31d should � � predecease me, I give the shara of snah deceased child to his az her iserie, per �tirpee; provided, howave�, that if aay atxeh, issue shauld be under the age of tweaty-thsae (23) years, �.hest I give � tha share o£ such deceased ahi7.d to the Trustee undar tlie truat ! provisioas re€erred to iu Item I2S abave. In tha event any I; tieasaseci aYfild shauld die witho�ut iasue sur'viving him or her, ' thau the s�ara af suah daceased a�ild sha11 ba da.stributed among my other al�.ildren or their issc:e. zx1�M v -If any beaef?ciary uzzdes this WiSl shaaY3 be vnder the age of twenty-one (21) years whea he or she is enti,tl.ed to • dietribut3on, uadex t}a.i.s Will, thea my Personal Represen,tative or Trustee ie authorixed in my Parsoxtal Represeatative or Trustee'a saZa discret3au, to deZiver sueh beneficiary' s share to a Cueto33.a.n for him ar her uuder the Peansylvan3a i7ni�orm �ransfers � to Miraor8 Aat {or similar Act in any othar stata) . My Personal Repreeentative shall select the Custodian who may sel.eet himself or harself. Page Five of Tea y � ( � I I TTEM VI - Any amounta, vrhaC3aer prine3pal or incame, which � are payable �o a berieEiciary uader this Will may, at tlze ; diseration of my Persoual Represen�at,ive or 'Trustee, be paid ta � t�ie guardian o� the persau andjar propsrty af snch beueEiciary. or direatly to such basseficiaryr or may be applied far tha use az� beaafit of suah beneficiary. The recaipt of suah amoun�s Fay the guardiaa or beneficiary, or avideace of the appliaati.on of sua8 ! amossats, shall be a full and campleta discharge oE my fiduciariea Yseraunder to tha e�cteat of �uah paymant ar appliaatiou. � ITLM YII - No interast af any be�.efia3ary af my estate, i i �ither ix� iucome or prine3pal, shall be aub�ect ta anticipatian ; or to pledge, assic3nm�nt, alieaation, sala or tra�sfar a.n any � { �++�n*+er, ar to attachme.nt or claims of creditors vrhile iri �he posseasian ar coatral ot my fiduaiaries. ITP�M VITT - 2n the aveut that any ass�ts o€ my estate, I�Y _ tha tarma oE th�.s my Will, are to becoma a paxt af auy tzust aad if such asseta will ia�mediately distribute upan the reaeipt thereo£ 7�y the zrustee, sueh assets may be distr�.buted by the ` ParsonaZ Repre�entativs hereunder in exactly tha sama manner as � , prnvided 1II the invaived trugt w*ithau� requiriag that �hey pass i tLzrough the said trust. Page Si.�c o£ Ten - ' _. .... . � IT�S zX - S appoin.t Rtxth M, Tqeztz aa Sx'ecutri.x of ttr3s my Last V7ilI and Tastameat. Sf RuCh rid. Wertz, etxauld gredacease ma ' qr otharaise be uaa:ble to sarve, thea T appoirit Robert g. Wertz as I3�eecutor, bnt if he should also predacease me or otherwise be � uuable ta serve thea S appoiut Sulia K. Sau+3aes .ae &xecutr�.x. . IfiEM X - �t�r Persana]. Rapresentativas and 'Trustees �amed iu this W3.1I shall have the £ollowing pawars in addit3on to those given by 7.aw: A. To iavest in, aacept and retain any real or paxsanal praperty, ixteluding stock of a corporate fiduciary or 3ts iwlding compaa,y, witl�out restrietian. ta laga3. invesi:mentsr B. To sell. eschange, partitian or leasa far any period af time any real or pereanal. proparty and to giva optiane tharePor for cash ar credit, with or without security; C. �o borraw maaey from any persaa in.cludiag an� fifluciary aeting hereunder� and to mortg�ga oz pledge any real or gersoaaZ � property; � p. To Ba'sd shares of stack or other seaurities in - � i � nominee registration form, iucluding that of a clearing ' corgaratibn or depositorg, ar in boak entry� farm or ussregistered I c�r ia aua3z other form as will pass by da2ivary; Page Sevea o£ Ten � ' _.... _. _ . �. Ta engage in litigation aad aompramise, arbitrate �r abandora claimss F. Ta make distri7�utio�s iu cash, or in kind a� current values, or partly in eaah, allooating speaific asse�s to ' paxticaa.lar distributeea os� a r�on-pro ra�.a basis, an3 fos auah. . purposes to maca reasonab3.e detarminaCions or aurrerst values; aud G. To maka eleat3oaa, deaisior,.t�, eonaessiaus and ae�.tZeme�ts in canstaction with all incame, eatate, in.b.exitaace, gift or othsz ta�e returas aud the paymeat of such taxes without obligatian to adjust the distri,butive ehara of 3ncome or principal of any persoz� affeated therei�y; aad H. To retaisi uu-iuvestad caah, i�. suah amounts and fos ' suah period pf time as the �iduciary shall deem advisable for the proper administrata.on of tlae property. I`TEM XI - T direct �hat my Personal Rapresentati'vas and Trusteas shal.l not be requfred to giva baad for the �aithful � parforma.nce of the3r duties in any jurisdiati.on. Page Sight of Te�s IAT WITfiiSSS 'F4fI£RSOF, I have kerauuto sat my haad and saal thi s � -�r day a f ���t.-+•°�`'�— , 2�4I. � � � I �� SNH �.'. 47SRTZ � signed, sealed, puhlished aud deelared by tYse abave Testator, BVGENE T. V�SRTZ, as ar�d for h3s Last �3i11 and Testamentr i� oar presence, who, at his request, in his presesice aac3 in tha presenae of each oChar, we beliaving him to be of sauud miad aud me�ary have 7a.ereuato svbecribad our names as witnesses. � ,�-�---� ����- �f �� �-� -��.� �-�- ��-����'`� j��,a�`` `���..�-�-.��- �.�. �� ..b�;�Ci..��' 'an��'� . �� gag$ xine of Ten i 4 • a � I CdMMdN[�ALTH dF' PSNNSXLVANIA . COULQTY OS DAIIPEiIN . ss . We. BIIG8N8 T. 47ERTZ, fiestator, Ren} H `Pattersan and Marv A. Deise , witn�sses, respact3vely, whose namas are signed to the attaolz�d or �aregoing instrvxnent, being first duly aworn, do hereby declare �o the uadersigaed authority, �he 'Pestatar sigaed and ezcceaute3 the instruateat as hie Last WiI2 anti Testament aad that kae signed �.t williugly axxd that he exacuted it as his free asfd valun�ary aet fnr tha puposas ; therein expsessed, and that saeh of tha wi4aesses, zn the � prese�ce and I�.earing of �he Testator, signed tha Will as 1 wit.aesses and tha�, to the best oE tlzeir know7.edge, the Testator ! was at that time eighteett (18) years o£ age or older, of sound ' IIlZnd and nnder no con.straiut or un.due i e. t ���� � �� Y . ��� Svbscribed,_ sworn to and acknowledged before ma by Eugene `S,'. Wertz, the �eetrator aad subscribed an.d swaru to l�efors me by Rent H. Patterson and , Marv A Deise . witaesses. this lst �ay o£ June , 2401. i r' Piy Commi.ssion 8xpires: ota lic NotsrwtSes� Fage Tea of fiea Ses !(6m6edy D.Brown.�Na�ry Puh�c ' My Commis�sbg�Ew� ieresiFeh�.18 2p02 � � OATH OF SUBSCRIBING WITNESS(ES) REGISTER OF WILLS Cumberland COi1NTY, PENNSYLV �I�, G' " :��i � �:•, _., _._ �, G7 ".. _. � '.:.. ^:'i fri ��: �,_., C..i :1[, r � � �� R c�. ° , . . � � Estate of Eupene T Wertz �� � � , �eceased c, r.._ _ _:.� .S: � Yr�i T� O G�, "�=+ Kent H. Patterson , (each a subs`�'�'ibing wi'tness to (Prinl Name/sJ � the�Will ❑Codicil(s) presented herewith, (each) being duly qualified according to law, depose(s) and say(s) that she/he /t�y was�ure�•e present and saw the above Testator/�esYatrix sign the same and that �ke/ he/ tl�ey signed the same and that e�te/he / t�} signed as a witness at the request of tlle Testator f-;.�r�re in �er/�is presence and in the presence of each other. /G�-� �! , (�ignanvel (Si nature) 221 Pine Street /5'bae�Address) (Street Address) Harrisburg PA 17101 (Cl�p.S't�r�e.Zip) (IXry,Sfate,ZiP) Executed in Register's O�ce Executed out of Register's Offce Sworn to or affirmed and subscribed Sworn to or affirmed and subscribed bef'ore me this day before me this ��� day of , . of Auaust , 2013 . � � - ���� Deputy for Register of Wills Notary Public My Commission Expires: (SignaNre and Seal of Notary or other o�cial qualified to administer oaths.Show date of expiration of Notary's CommissionJ NOTF.: io be taken by Off�cer authorized ro adminis[er oaths. Please have present the oeiginal�� l�e�����ation. NUarial Seal PauNne Patd Tlamas,NUary Publk ForrnKW-ll3 ruv. l0.13.0( 4MIICYIIlBd7.N11b8Ai11tlCW11LY Cqmrntllbn M�Mi 24 m 5 MENBER,OdNa7lN04i1 Al90OI1T�U OP NOTM� I OATH dF NON-SUBSCRtBiNG WITNESS(ES) REGISTER OF WIL4S OF CUMBERLAND COUNTY, PENNSYLVANIA Estate of Eugene Theadare Weriz , Deceased Ruth M.Wertz and RobeR E.Weriz {PnMNama} (PnM Name) (each) being duly qualified according ta Iaw, depose(s} and say(s}that she i he I they was 1 were weil- acquainted witfi Eu�ene Theodare Wer� and am!are familiar with the handwriting and signature of the decedent, and that the signature of eu9ene rhsodare wertz to the foregoing inatrument purporting to be the Last Wili and TestamenUCodicil of Eugene Theodore Wertz is in his t her awn proper handwriting. ��)• �/-� -.��"���� ` — rs'°"°r � Ruth M.Wertz � r� 7"`°� Robert E.Wertz 3412 Liaburn Rd. 3412 Lisbum Rd. {Sheef Addreasl (9treetAddress) Mechanicsburg, PA 17d55 Mechanicsburg,PA 17035 (Chy,Shte.ZiPi iCdY=�,Z+AI Eatecuted in Registei's�ce Sworn to or affirmed and subscribed � s;-: � ?�° m before me thiF day � o �%� � z � � Of , � rn �� c_, .. . - :;� s , ,, , ,..s � xy- r- r 7 _-, rr� _' �� , Deputy for Register of Wiiis � `�' ; � . iJ �� i ...�f C7 C ���„ -.3 . lJ �-- - -'� —r� .�si T.�* �' �� U y ,•��1 1\1 7 Form f�N�-()4 Rav i0.f3�20D6 Copyripht(c)4006 fwm soNwere only The Leckner 6roup,Inc.