HomeMy WebLinkAbout05-15-14 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 averts)thi
following and respectfully requests the grant of Letters in the appropriate form:
Debra A. Forker
Decedent's Information
Name: James R Wertz Sr. File No: 21 -4-4-1(.,
a/k/a: (Assigned by Register)
a/k/a:
a/k/a: Social Security No:
Date of Death: 0410712014 Age at Death: 85
Decedent was domiciled at death in Cumberland County, PA (State) with his/her last
principal residence at 128 Hummel Avenue,Lemoyne 17043 Lemoyne Cumberland
Street address,Post Office and Zip Code City,Township or Borough County
Decedent died at Claremont Nursing Center Middlesex Township Cumberland PA
Street address,Post Office and Zip Code Chy,Township or Borough County State
Estimate of value of decedent's property at death:
If domiciled in Pennsy lvania........................ All personal property $ 5,000.00
If not domiciled in Pennsylvania................. Personal property in Pennsylvania $
If not domiciled in Pennsylvania................. Personal property in County $
Value of real estate in Pennsylvania........... $ 65,000.00
TOTAL ESTIMATED VALUE$ 70,000.00
Real estate in Pennsylvania situated at 128 Hummel Avenue,Lemoyne 17043 Lemoyne Cumberland
(Attach additional sheets,Hnecessary.)
Street address,Post office and Zip Code City,Township or Borough County
❑
X A. Petition for Probate and Grant of Letters Testamentary
Petitioners)averts)that he/she/they is/are the Executorl named in the Last Will of the Decedent,dated 06/06/2007 aric Codicil(s)
a 7
thereto dated C')
rri C`3
(State relevant circumstances,e.g.,renunciation,death of executor,etc) f` (' ';t•'��
Except as follows:after the execution of the instrument offered for probate,Decedent did not marry,was not divorced,was not a party to a
divorce proceeding wherein the grounds for divorce had been established as defined in 23 Pa.C.S.g 3323(g),and did not have a child born
adopted:and Decedent was neither the victim of a killing nor ever adjudicated an incapacitated person. C-), te. T
CEO
❑
X NO EXCEPTIONS❑ EXCEPTIONS
❑ B. Petition for Grant of Letters of Administration (If applicable) v �' C'�CD
.
c.t.a.; .n.; . .n.c.t.a.;pe ente Ite; u nm a samba;ourninte mate
if Administration,c.t.a or d.b.n.c.t.a.,enter date of Will in Section A above and complete list of heirs.
Except as follows:Decedent was not a party to 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.
❑
X NO EXCEPTIONS❑EXCEPTIONS
Petitioner(s l.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,it necessary):
Name Relationship Address
Debra A.Forker Daughter 5082 Carrolton Drive
Harrisburg,PA 17112
Catherine L.Smith Daughter 128 Hummel Avenue
Lemoyne,PA 17043
James R.Wertz,Jr. Son 128 Hummel Avenue
Lemoyne,PA 17043
Form R W-02 rev.f0-11-2011 Copyright(c)2011 form software only The Lackner Group,Inc. Page 1 of 2
Oath of Personal Representative Official Use Only
COMMONWEALTH OF PENNSYLVANIA }
} SS:
COUNTYOF Cumberland }
Petitioners)Printed Name PeOtioner(s)Printed Address
Debra A.Forker 5082 Carrolton Drive
Harrisburg,PA 17112
The Petitioners)above-named swear(s)or affirm(s)the statements in�foregoinq re true and corre ct to the best of the knowledge and
belie£of Petitioners)and that,as Personal Representatives)of the ill well and truly administer the estate according to law.
Swom to or tfirmed and subscribed before
me this V day of—�M Lt-4 ,•,_,20 4 Date
By..._ . K±1t� "t, Date
For the Register Date
BOND Required? r_1 Yes n No To the Register of Witis;
FEES Please enter my appearance by my signature below:
Letters............................ ls).......... $ 1 Attorn
rt� ey .J lure:
t �7 Short Cecate{s)..........
t_)Renunciatlon(s).....
........,.
( )Codicil(s).............._.........
_ ^"
(_)AfOdavit{s)....................... Printed Name: Samuel L Andes ra
Bond.............................................. Supreme Court
Commission................................... ID Number: 17225 L-
uther ±t
Finn Name: - --
ny), Address: 525 North 12th Street
Lemoyne,PA 17043 y f.T1
Phone: 7171761.5361
Automation Fee.............................
.,23 Fax: 7171
JCSFee.........................................
TOTAL..........................._.............. E-mail: Wwandas@aol.com
DECREE OF THE REGISTER
Date of Death: 04/0712014
Social Security No:
Estate of James R Wertz Sr. File No: 21 -► -416
a/k/a:
AND NOW, Y'V'1G.t.-d 1 2O in consideration of the foregoing Petition,
satisfactory proof having been presenfed before me,IT IS DECREED that Letters Test amen ary
are hereby granted to Debra A.Forker
in the above estate and(if applicable)that the instrument(s)dated 0610812007
described in the Petition be admitted to probate and Sled of record as the last Will(and Codicil(s))of Decedent.
Register of W ills
Copyright(G)2011 form software only The Lackner Group,Inc. Page 2 of 2
RECt�Ri�ED OFFICE OF
REGISTER O
'N14 my 15 Am It* 55
WILLt =n: yr
OF ORPHAN'S COURT
JAMES R. WERTZ, SWW.BEALMD CO.- PA
I,JAMES R.WERTZ,SR., of the Borough of Lemoyne, Cumberland County,Pennsylvania,
declare this to be my last will and revoke any will previously made by me.
ITEM 1. 1 direct that all my just debts and funeral expenses, including my gravemarker and all
expenses of my last illness, and any and all taxes and assessments imposed by any governmental body as
a result of my death,whether on property passing under this will or otherwise, shall be paid from my
residuary estate as soon as practicable after my decease as a part of the expense of the administration of
my estate.
ITEM IL I give,devise, and bequeath all of my possessions and estate of every nature and
Q
wherever situate to such of my issue,per stirpes,as survive my death by sixty{60}days.
ITEM III. I appoint my daughter, DEBRA A. FORKER, executrix of this my last will. Should
�$ my said daughter predecease me or otherwise fail to qualify or cease to serve as executrix of this my last
will,I appoint my son,JAMES R. WERTZ, JR., of this my last will.
ITEM IV. In addition to the other powers and authorities granted to my personal representative
by Pennsylvania Law and by the other terms and provisions of this will,I hereby give to my personal
representative the following powers and authorities effective without court approval and until actual
distribution of all property: to compromise any claim or controversy;to make distribution in cash or in
kind,or partly in cash and partly in kind, and in such manner as my personal representative may
determine and at valuations finally to be fixed by them; to invest in all forms of property, including any
stock or other securities in any corporate fiduciary or its successor without restriction to investments
authorized for Pennsylvania fiduciaries, as my personal representative deems proper,without regard to
any principle of risk or diversification; to retain any or all assets of my estate, real or personal,without
regard to any principle of risk or diversification; to sell at public or private sale, to exchange,or to lease
for any period of time, any real or personal property and to give options for sales, exchanges,or leases, for
such prices and upon such terms or conditions as my personal representative deems proper; and to allocate
ipts and expenses to principal or income or partly to each as my personal representatives deem proper
in their sole discretion.
Page 1 of 3
ITEM V. All of the interests of the beneficiaries hereunder shall not be subject to anticipation or
to voluntary or involuntary alienation nor shall they be subject to any execution or attachment.
ITEM VII. I direct that my personal representatives and fiduciaries shall not be required to give
bond for the faithful performance of their duties in any jurisdiction. p
IN WITNESS WHEREOF, I have hereunto set my hand this O day of
12007.
ES R. WERTZ
The preceding instrument,consisting of this and one other typewritten pages,each identified by the
signature of the testator was on the date thereof signed,published, and declared by JAMES R. WERTZ,
SR.,the testator therein named, as and for his last will, in the presence of us, who at his request, in his
presence,and in the presence of each other,have subscribed our names as witnesses hereto.
CQ�"�w� I
Samuel L. Andes
Q.iY 4 40xk1 -"
Amy HaIgns
Page 2 of 3
COMMONWEALTH OF PENNSYLVANIA }
(SS.:
COUNTY OF CUMBERLAND }
The undersigned,being the testator whose name is signed to the attached or foregoing instrument,having been
duly qualified according to law,does hereby acknowledge that I signed and executed the foregoing 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.
1AV R.WERTZ, SR.
Sworn or,affirmed to and acknowledged
before me by the testa or named above
this "day of 2007.
t - PtlMttC Notary Public yjpC0-
EL�—VMtEMF6&t.a000
COMMONWEALTH OF PENNSYLVANIA )
(SS.:
COUNTY OF CUMBERLAND )
WE,SAMUEL L. ANDES and AMY HARKINS,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 the
testator sign and execute the instrument as his last will;that he signed it willingly and that he 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 IS or more years of
age,of sound mind,and under no constraint or undue influence.
Sa'tnu€f L. A�ndees� J I ,
1iw_ o
Sworn or affirmed to and Amy Ha "
ackano ledged before me this
[11 day of ,2007.
Notary Public py��.+..-�K'
1,200
NprMYPtIM�X+
Sitltil7
Page 3 of 3
REGISTER OF WILLS CERTIFICATE OF
CUMBERLAND COUNTY GRANT OF LETTERS
PENNSYLVANIA
No. 2014- 00476 PA No. 21- 14- 0476
Estate Of: JAMES R WERTZ SR
ffhs+,E4'dde,LOSO
Late Of: LEMOYNEBOROUGH
CUMBERLAND COUNTY
0 Deceased
Social Security No:
WHEREAS, on the 15th day of May 2014 an instrument dated
June 8th 2007 was admitted to probate as the last will of
JAMES R WERTZ SR
lFi'51'Midde.WO
late of LEMOYNEBOROUGH, CUMBERLAND County,
who died on the 7th day of April 2014 and,
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, LISA M. GRAYSON, ESQ. , Register of wills in and
for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby
certify that I have this day granted Letters TESTAMENTARYto:
DEBRA A EORKER
who has duly qualified as EXECUTOR(RIX)
and has agreed to administer the estate according to law, all of which
fully appears of record in my office at CUMBERLAND COUNTY COURTHOUSE,
CARLISLE, PENNSYLVANIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my office on the 15th day of May 2014.
egWer11
ep iy
**NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST)