HomeMy WebLinkAbout11-15-13 Reset
PETITION 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
Name: Lewis D. Swartz File No:
alkta: (Assigned by Register)
alk/a:
aikta: Social Security No:
Date of Death: October 23 2013 Age at death: 90
Decedent was domiciled at death in Cumberland County, Pennsylvania (state) with his/her last
principal residence at 85 Hilltop Road Newburg,PA 17240 Hopewell Township Cumberland
Street address,Post Office and Zip Code City,Township or Borough County
Decedent died at Shippensburg Health Care Center, 121 Walnut Bottom Rd Shirmensbure PA 17257 Cumberland PA
Street address,Post Office and Zip Code City,Township or Borough County State
Estimate of value of decedent's property at death:
If domiciled in Pennsyl vania............................ All personal property $ 205,000.00
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, .. . $ 205.000.00
Real estate in Pennsylvania situated at:
(Attach additional sheets,ifnecessary.) Street address,Post Office and Zip Code City,Township or Borough County
P1 A. Petition for Probate and Grant of Letters Testamentary
Petitioner(s)aver(s)he/she/they istare the Executors)named in the last Will of the Decedent,dated April 18,2012 and Codicil(s)
thereto dated
State relevant circumstances(e.g.renunciation,dean,of executor,eta)
Except as follows:after the execution of the instrument(s)offered for probate Decedent did not marry,was not divorced,was not a party to upending
divorce proceeding wherein the grounds for divorce had been established as defined in 23 Pa.GS. § 3323(8),and did not have a child bom or
adopted;and Decedent was neither the victim of a killing nor ever adjudicated an incapacitated person,
NO EXCEPTIONS C)EXCEPTIONS
rl B. Petition for Grant of Letters of Administration (Ifapplicable)
e.t.a.,dAn.,<l.b.n.c.l.a.,pendente lite,durance absentia,durante minoritate
If Administration,c,t.a. or d.b.n.c.ta.,enter date of Will in Section A above and complete list of heirs.
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(g)and was neither the victim of a killing nor ever adjudicated an incapacitated person.
NO EXCEPTIONS 0 EXCEPTIONS
Petitioner(s),after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse(ifany)and heirs(attach
additional sheets,if necessary):
Name Relationship Address
Farm RW-02 rev.1011112011 Page 1 of 2
Oath of Personal Representative Official Use Only
COMMONWEALTH OF PENNSYLVANIA }
} SS:
COUNTY OF Cumberland }
Petitioner(s)Printed Name Petitioner(s)Printed Address
Robert L.Swartz 60 Bear Hollow Road Newburg,PA 17240
Shirley J.Mellinger 9 Hilltop Road,Newburg,PA 17240
Cathy L. Gi e 1234 Fox Hill Road Newburg,PA 17240
The Petitioner(s)above-named swear(s)or affirm(s)the statements in the foregoing Petition are true and correct to the best of the knowledge and belief
of Petitioner(s)and that,as Personal Representative(s)of the Deced t,the Petitioner(s) 'll well and truly administer the estate according to law.
Sworn to oraffirmed and subscribed before Date
me this�day of V ,c 13 Date
By: fa Q_ Date
For the Register' Date
BOND Required: Q YES Q NO To the Register of Wills:
FEES: Please enter my appearance by my signature below:
Letters . . . . . . . . . . . . . . . . . . . . . . $ 310.00 Attorney Signature:
( 20) Short Certificate(s). . . . . . 100.00
( )Renunciation(s).. . . . . . . . '"-
( )Codicil(s). . . . . . . . . . . . . ��
( )Affidavit(s).. . . . . . . . . . .
Bond.. . . . . .. . . . . . . . . . . . . . . . . Printed Name: R.Thomas Murphy
Commission. . . . . . . . . . . . . . . . . . Supreme Court
Other . . . . . . . . ID Number: 72989
File REV-1500 . . . . . . . . 15.00
File Inventory I . . . . . . . 15.00 Firm Name: R.Thomas Murphy&Associates,P.C.
Will . . . . . . . . 15.00 Address: 2005 Fast Main Street
. . . . . . . . Waynesboro,PA 17269
. . . . . Phone: 71.7-762-1032
Automation Fee. . . . . . . . . . . .. . . 5.00 Fax: 717-762-1832
JCS Fee. . . . . . . . . . . . . . . . . . . . . 23.50 Email: tnmm ,rthamacmnrnhy_cnm
TOTAL. . . . . . . . . . . . . . . . . . . . . $ 48350
DECREE OF THE REGISTER
Estate of Lewis D. Swartz File No: c -- 13- 1 a I`
a/k/a:
AND NOW, in consideration of the foregoing Petition,
satisfactory proof having been presented before me,IT IS DECREED that Letters Testamentary
are hereby granted to Robert L. Swartz,Shirley_J.Mellinger and Cathy L.Gipe
in the above estate and(if applicable)that
the instrument(s)dated April 18,2012
described in the Petition be admitted to probate and filed of record as the last Will(and Codici s))of Decedent.
/tl"_
Register of Wills
PV A
��Form RW-02 rev.10/1112011 ( Page 2 of 2
RECORDED OFFICE OF
REGISTER OF V!ILL,LAST WILL AND TESTAMENT
al §%ariz,($85 Hilltop Road, Newburg, Cumberland County,
Pennsylb �LgMa�e this to be my Last Will and revoke any Will previously made by
ANS COURT
me.
CUMBERLAND CO., Pry _
I. I direct'that my enforceable debts and the expenses of my last illness, funeral and
burial shall be paid from my estate as soon as practicable after my death.
11. By way of explanation, although I love my wife, Vera B. Swartz, very much, for
reasons best known to myself, I have not included my wife in my Last Will and
Testament. I do, however, acknowledge that my spouse may have a right to elect
against my estate to a maximum of one third (1/3) of the electable estate. In the
event an elective share is claimed, my Executor shall select the assets that shall
fund the elective share to be distributed by my Executor to the electing spouse.
III. 1 direct that the residue of my estate be divided into three (3) equal shares and I
give to each of the following who survives me the number of shares set forth
below:
A. To Robert L. Swartz, my son, one (1) share.
B. To Shirley J. Mellinger, my daughter, one (1) share.
C. To Cathy L. Gipe, my daughter, one (1) share.
If any of the above-named beneficiaries fails to survive me, I direct that that
beneficiary's share shall descend to that beneficiary's surviving issue, per stirpes.
In the event that any of the above-named beneficiaries fails to survive me without
issue then surviving, I direct that his or her share be added to the shares of the
others in the same proportions they now bear to each other.
IV. All administrative costs, including inheritance taxes, estate taxes and transfer taxes
imposed upon my estate passing under my Will or otherwise shall be paid out of
the principal of my residuary estate. I further authorize my Executor, in my
Executor's sole discretion, to use administrative expenses as deductions in
calculating estate tax or income tax payable by my estate and my Executor shall
have the right to exercise any options and elections under the tax laws applicable
to my estate as my Executor determines should be made, regardless of the effect
thereof on any of the interest of beneficiaries under this Will. No compensating
adjustments between income and principal, nor with respect to any bequest or
devise, shall be made even though the options and elections may affect the
interests of the beneficiaries. The action of my Executor with respect to options
and elections shall be conclusive and binding upon all beneficiaries.
V. I appoint as co-Executors of this, my Last Will, Robert L. Swartz, Shirley J.
Mellinger and Cathy L. Gipe, or the survivor(s) of them. I direct that no trustee,
executor, guardian or other fiduciary named, nominated, or appointed in this Will
shall be required to post any bond or give any security of any type for any
purposes whatever. My personal representative(s) are hereby empowered to sell
my real estate and personal property at public or private sale at such time and in
such manner as my personal representative(s) may deem wise, and to make,
execute, acknowledge and deliver good and sufficient deed or deeds therefor to the
purchaser or purchasers thereof.
IN WITNESS WHEREOF, I, Lewis D. Swartz, the above-named Testator, have to
this, my Last Will and Testament, set my hand and seal this 18`h day of
April, 2012.
Lewis D. Swartz
SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named
Testator, as and for his Will, in the presence of us, who at his request, in his presence,
and in the presence of each other, have hereunto subscribed our names as witnesses in
attestation thereof.
Address: 2005 East Main Street, Waynesboro, PA 17268
Jtl�Address: 2005 East Main Street, Waynesboro, PA 17268
ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA
SS
COUNTY OF FRANKLIN
I, Lewis D. Swartz, the 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 and Testament; and that I signed it
willingly, and as my free and voluntary act for the purposes therein expressed.
Sworn to or affirmed and acknowledged before me by Lewis D. Swartz, Testator,
this 18th day of April, 2012.
Lewis D. Swartz, Testator
N ry Publ c
NOTARIAL SEAL
SALLY L.SHETTER,Notary Public
Chambersburg,Franklin Co.PA
My Commission Expires Jan.7,2016
. .
t
1
,iA32 JA1f4ATQK
oiHdIA ooK AHTr3HL.lY3JA2
A4.oJ n](�rtm3, edrradmsd�
2I4t.0.est!siigz3 ooiu2tr.�rto�qAh
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
SS
COUNTY OF FRANKLIN
We, R. l 6MCLS fiq'b q Gv� and ar 6arcc J . 5 iC_
T '
the Witnesses whose names are signed to the attached or foregoing instrument, being first
duly sworn and qualified according to law, do depose and say to the undersigned
authority that we were present and saw the Testator sign and execute the instrument as
his Will; that the Testator has signed willingly (or willingly directed another to sign for
him) and executed it as his free and voluntary act for the purposes therein expressed; that
each of the subscribing Witnesses, in the presence and hearing of the Testator, signed the
Will as a Witness; and that to the best of our knowledge, Lewis D. Swartz, the Testator,
was at the time 18 years of age or older, of sound mind and under no constraint or undue
influence.
Sworn to or affinned and subscribed to before me by the above-named witnesses
this 18`h day of April, 2012.
Witness
7�U"
Witness
tary Public
NOTARIAL SEAL
SALLY L.SHETTER,Notary Public
Chambersburg,Franklin Co.PA
My Commission Expires Jan.7,2016
. . !
.tAaaaaFS�nrovc f
cF12rA tTt;:o l,fT3:'C3Ii2..I YS,iAZ
Aa.o.'�rtEt�trt�c?,g?�rdzra�msA3
AfOS.,C.ast¢siigv.3 rtnierir^.-cn�+�P1,