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HomeMy WebLinkAbout03-26-15 tb 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: Joseph W.Goetz Decedent's Information Name: Rebecca Jean Goetz File No: 21-15 V5 a/k/a: (Assigned by Register) a/k/a: a/k/a: Social Security No: Date of Death: 07/17/2014 Age at Death: 49 Decedent was domiciled at death in Cumberland County, PA (State)with his/her last principal residence at 1133 Sandpiper Ct,Mechanicsburg 17050 Hampden Township Cumberland Street address,Post Office and Zip Code City,Township or Borough County Decedent died at 1133 Sandpiper Ct. Mechanicsburg 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 Pennsylvania...................... All personal property $ 8,000.00 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 $ 8,000.00 Real estate in Pennsylvania situated at (Attach additional sheets,if necessary) 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)that he/she/they is/are the Executor(s)named in the Last Will of the Decedent,dated c) Codicil thereto dated State relevant circumstances(e.g.,renunciation,death of executor,etc.) U) 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 a'pending divorce proceeding wherein the grounds for divorce had been established as defined in 23 Pa.C.S.§3323(g),and did not have a child t3orn adopted;and Decedent was neither the victim of a killing nor ever adjudicated an incapacitated person. c_ �_ L _ 1 NO EXCEPTIONS F1 EXCEPTIONS 7 i " cD I r� ® B. Petition for Grant of Letters of Administration (If applicable) ata.,d.b.n.,d.b.n.c.t.a.,pedente lite,durante"absentia.durapl"ninoritate . 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 proceedingwherein 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 adudicated an incapacitated person. ®NO EXCEPTIONS ❑ 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,if necessary): Name Relationship Address Betty O.Long Mother 624 Wilhelm Rd.,Apt 40 Harrisburg, PA 17111 Joseph W.Goetz Spouse 1133 Sandpiper Ct. Mechanicsburg,PA 17050 Form RW-02 rev.10.11-2011 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: COUNTY OF Cumberland } Petitioner(s)Printed Name Petitioner(s)Printed Address Joseph W.Goetz 1133 Sandpiper Ct. Mechanicsburg,PA 17050 717-317-9859 C C> fT I C7 The Petitioner(s)above-named swear(s)or affirm(s)the statements in the foregoing Petitio are tr a and correct t' the�.best,)of thFkhowledg and belief of Pefiitioner(s)_and that,as`Persobal Representative(s)of the D den Petitioners) 'll w II and truly administer.tf,e`estate acc3ydjng.Cyl w. Sworn to or affirmed and subscribed before w Date ww�T/T,, me this day of WOW By: r J Daa 7t F e .egist&rQab E e BOND Required? YES NO To the Register of Wills: C ri FEES: Please enter my appearance by my signature below: Letters.......................................... $ L4_5_ Attorney Signature: ( )Short Certificate(s)......... a ( t )Renunciation(s).............. Tj ( )Codicil(s)........................ ( )Affidavit(s)...................... Printed Name: David J.Lenox Bond............................................. Supreme Court Commission.................................. ID Number: 29078 Other Firm Name: r� V1 Address: 8 Tristan Drive,Suite 3 Dillsburg, PA 17019 Phone: 717-271-7175 Automation Fee............................ S Fax: JCSFee....................................... c '15 E-mail: law@_davidjlenox.comcastbiz.net TOTAL......................................... $ AM , Y50 DECREE OF THE REGISTER Date of Death: 07/17/2014 Social Security No: Estate of Rebecca Jean Goetz File No: 21-15 — ,3 a'5 a/k/a: AND NOW, W1 LGh CSC ,in consideration of the foregoing Petition, satisfactory proof having been presented before me,IT IS DECREED that Letters of Administration are hereby granted to Joseph W.Goetz in the above estate and(if applicable)that the instrument(s)dated -- described in the Petition be admitted to probate and filed of record as t e last Will(and Codicil s))of Decedent. Register of Wills ��i - Copyright(c)2011 form software only The Lackner oup,Ind , , Pat of 2 9 RENUNCIATION REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Estate of Rebecca Jean Goetz , Deceased I' Betty O. Long in my capacity/relationship as (Print Name) Mother of the above Decedent, hereby renounce the right to administer the Estate of the Decedent and respectfully request that Letters be issued to Joseph W. Goetz IG (�a�e) ' L� -/�� signature) , _r j Betty O. Long 624 Wilhelm Rd.,Apt 40 'E«; (Street Address) Harrisburg, PA 17111 (City,State,Zip) CD LI Lr-) —� i� cam. Executed in Register's Office Executed out of Register's Office Sworn to or affirmed and subscribed Before the undersigned personally appeared the before me this day party executing this renunciation and certified that he or she executed the renuncia gn for the of purposes stated within on this A(L4 day MaecL a015 Deputy for Register of Wills Notary Public My Commission Expires: (Signature and seal of Notary or other official qualified to - administer oaths. Show date of expiration of Notary's commission.) COMMONWEALTH OF PENNSYLVANIA Notarial Seal S. Dawn Gladfelter, Notary Public Warrington Twp.,York County My Commission Expires May 17, 2017 MEMBER,PENNSYLVANIA ASSOCIATION OF NOTARIES Form RW-06 Rev.10-13-2006 Copyright(c)2006 form software only The Lackner Group,Inc. SCI _CI L S'_I� !BACT,I , a, LAW OFFICES . 124 W.Harrisburg St. ,'s :. Post Office Box 310 Dillsburg,PA 17019-0310 (717)432-9733 Fax(717)432-1053 NOTICE THE PURPOSE OF THIS POWER OF ATTORNEY IS TO GIVE THE PERSON YOU DESIGNATE("YOUR AGENT")BROAD POWERS TO HANDLE YOUR PROPERTY,WHICH MAY INCLUDE POWERS TO SELL OR OTHERWISE DISPOSE OF ANY REAL OR. PERSONAL PROPERTY WITHOUT ADVANCE NOTICE TO YOU OR APPROVAL BY YOU. THIS POWER OF ATTORNEY DOES NOT IMPOSE A DUTY ON YOUR AGENT TO EXERCISE GRANTED POWERS, BUT WHEN POWERS ARE EXERCISED, YOUR AGENT MUST USE DUE CARE TO ACT FOR YOUR BENEFIT AND IN ACCORDANCE WITH THIS POWER OF ATTORNEY. YOUR AGENT MAY EXERCISE THE POWERS GIVEN HERE THROUGHOUT YOUR I LIFETIME, EVEN AFTER YOU BECOME INCAPACITATED, UNLESS YOU EXPRESSLY LIMIT THE DURATION OF THESE POWERS OR YOU REVOKE THESE POWERS OR A i COURT ACTING ON YOUR BEHALF TERMINATES YOUR AGENT'S AUTHORITY. YOUR AGENT MUST KEEP YOUR FUNDS SEPARATE FROM YOUR AGENT'S FUNDS. A COURT CAN TAKE AWAY THE POWER OF YOUR AGENT IF IT FINDS YOUR AGENT IS NOT ACTING PROPERLY. � I THE POWERS AND DUTIES OF AN AGENT UNDER A POWER OF ATTORNEY ARE f EXPLAINED MORE FULLY IN 20 Pa. C.S. Ch. 56. IF THERE IS ANYTHING ABOUT THIS FORM THAT YOU DO NOT UNDERSTAND, YOU SHOULD ASK A LAWYER OF YOUR OWN CHOOSING TO EXPLAIN IT TO YOU. I have read or had explained to me this notice and I understand its contents. Date BETTY O. XONG (Princip ) i I i DURABLE GENERAL POWER OF ATTORNEY KNOW ALL MEN BY THESE PRESENTS, that.I, BETTY O. LONG, presently of Dillsburg, Pennsylvania, hereby revoke any General Power of Attorney that I have heretofore given to any person and do hereby appoint my daughters, REBECCA GOETZ and JENNIFER { CRIBARI, as my Attorney-in-Fact (hereinafter "my Agent"), authorizing either of the designated Agents to perform on my behalf, without communicating with the other designated Agent, and without the responsibility of accounting to the other for such actions, with full power to transact any and all business in my name as though I myself were acting. DURABLE POWER Power Not Affected by Disability i This Power of Attorney shall not be affected by my subsequent disability or incapacity. ! GENERAL GRANT OF BROAD POWERS I My Agent is hereby given the fullest possible powers to act on my behalf: to transact business, make, execute and acknowledge all agreements, contracts, orders, deeds, writings, assurances and instruments for any matter,with the same powers and for all purposes with the same validity as I could, if personally present. SPECIFIC POWERS INCLUDED IN GENERAL POWER Without limiting the general powers hereby already conferred,my Agent shall have the following specific powers which are included in the foregoing general powers: 1. Banking and Financial Institutions• General Financial Powers. A. To deposit any funds.received for me in my accounts in such bank or trust company or other depository as my Agent may select, either in my name or in my Agent's name as Attorney-in-Fact. B. To withdraw from and to draw any check or other draft against any monies held for me at any bank, saving fund, or other place of deposit, whether such account was created by me or by my Agent. Page-2- i i I i C. To endorse notes, checks, and other instruments which may require my endorsement. D. To pay all debts now or hereafter incurred by me. E. To borrow money and to mortgage or pledge any property, real or personal,now or hereafter owned by me as security therefor and to satisfy of record any indentures of mortgage now or hereafter standing in my name or acquired for my account. F. To have access to any safe deposit box standing in my name or in my Agent's name for me, and to add to or remove the contents of such box; provided, however, my Agent shall not use such box as a place in which to keep any personal property of my Agent. G. Generally, to transact any and all business for me with any bank, trust 1 company, or other depository. 2. Stocks, Bonds, Securities, and Investments. A. To sell,exchange,pledge,assign,transfer,and deliver to any person,at my i Agent's discretion, all or any part of any stocks, United States Savings Bonds, other bonds, notes, mortgages, interests in partnerships or other I securities, and any and all personal property standing in my name or belonging to me, or over which I may have any power or control. To make,execute,and deliver on my behalf all necessary deeds,assignments, or transfers. B. To register any or all of my securities in my Agent's name as Attorney-in- Fact for me. C. To vote my securities in person or by proxy. D. To transact all business in relations to any stocks, bonds, securities, or other property in the nature thereof; to deposit the same under agreements of deposit; to participate in any plan of lease, mortgage, merger, consolidation, exchange, reorganization, recapitalization, liquidation,receivership, or foreclosure with respect thereto; to exercise I Page-3- I i any rights to subscribe to new issues thereof,and generally to exercise all rights of management and ownership with respect thereto. E. To invest in any form of property,all funds and securities held or received f for my account, keeping such cash reserves as, in my Agent's discretion, i are necessary or desirable to meet conditions as they may exist from time to time. In the exercise of this power,my Agent may invest in any variety of real and personal property.as in my Agent's discretion appears to be prudent investments,and my Agent shall not be liable to me for any error of judgment in the making or continuing of any investment. 3. Real Estate. A. To sell,exchange,pledge,assign,transfer,and deliver to any person,at my Agent's discretion, all or any part of my real property, standing in my name or belonging to me, or over which I have any power or control. B. To make, execute, and deliver on my behalf all necessary deeds, assignments, or transfers. C. To operate real property, separately or jointly with others. i D. To lease for any term any real property and to vary the terms,including rent payable, of any lease. E. To alter,repair,improve,mortgage,divide,exchange,join in the partition of, or give options with respect to, real property. F. To buy in any judicial sale any property on which I hold a mortgage. G. Generally to transact all business and to exercise all rights of management and ownership relating to real property. 4. Claims Law Suits Compromise, and Miscellaneous Powers. A. To demand, sue for, levy, collect, and give proper receipts for all sums of money or property now or which may hereafter become due me from any source whatsoever, including all estates or trusts, proceeds of insurance policies or other property of any kind whatsoever. i Page-4- i f B. To join with other parties in the compromise or settlement of any claims. C. To make, negotiate, sign, and perform any and all agreements and contracts now in course of negotiation, execution, and settlement by me,. or which may hereafter in the opinion of my Agent be to my interest or advantage; to effect, procure, and continue insurance of any and every kind and description; and with full power and authority to manage any real and personal property and conduct my affairs generally. D. To employ attorneys at law and such other agents, employees, or representatives as my Agent may think proper, and to pay any claims, fees, expenses,wages,demands,or obligations for which I may now be or a may hereafter become liable. i i 5. Tax Matters. To prepare, execute, and file on my behalf and in my name any and all income tax declarations and returns,and any other tax returns and reports(including,for not limited to, protests, claims, elections, consents, closing agreements,waivers of statutes of limitations and extensions),and to represent me before the Internal Revenue Service or Treasury Department and any state or local taxing authority with respect to any claim or proceeding having to do with my tax liabilities, federal, state, or local, for any and all years. 6. Power to Delegate. To substitute one or more agent or agents under my Attorney-in-Fact, to carry out any of the general or specific powers hereby granted. 7. Specific Authority to Purchase "Flower" Bonds. To purchase United States Treasury"flower"bonds on my behalf and to borrow money as provided above for the purchase of such bonds. 8. Specific Financial Powers Defined by Statute. 1 The following powers are granted pursuant to Chapter 56 of the Pennsylvania Probate Estates and Fiduciaries Code as further defined therein: Page-5- 3 A. To make limited gifts. My Agent may make gifts on my behalf to any donees and in such amounts as my Agent may decide subject to the following: (1) The class of permissible donees shall consist solely of my spouse, my children, my grandchildren, and my great grand-children (including my Agent if my Agent is a member of such class). (2) During each calendar year,the gifts to each donee pursuant to this power shall have an aggregate value not in excess of Ten Thousand Dollars($10,000.00)or such greater amount as, and shall be made in such manner as, to qualify in their entirety for my annual exclusion from the Federal Gift Tax as provided in Section 2503(b) of the Internal Revenue Code of 1986,as amended,without regard jto Section 2513(a) thereof (or any successor provision allowing I gifts to be split with a spouse). J i B. To create a trust for my benefit. I I C. To make additions to an existing trust for my benefit. l ! D. To claim an elective share of the estate of my deceased spouse. I E. To disclaim any interest in property. F. To renounce fiduciary positions. G. To withdraw and receive the income or corpus of a trust. 9. Specific Personal and Medical Powers Defined by Statute. The following powers are granted pursuant to Chapter 56 of the Pennsylvania Probate, Estates, and Fiduciaries Code, as further defined therein: A. To authorize my admission to a medical, nursing, residential, personal care, or similar facility and to enter into agreements for my care in those facilities, or through a home care agency. Page-6- f 1 i i B. To authorize medical and surgical procedures deemed medically necessary under the circumstances. C. My Agent may review medical records, and execute releases of confidential information from medical providers and insurers,or other third-party payers, and consult with my physicians and other health care personnel and providers,and shall be considered my personal representative for health care disclosure under the Health Insurance Portability and Accountability Act of 1996 (Pub. L. 104-191) (45 CFR Section 160-164), including, without limitation, designation of my Agent as a personal representative as defined in 45 CFR Section 160.105. This authorization and consent to disclosure shall apply whether_or not I continue to have the capacity to give informed consent. I direct covered entities to provide my protected health information to any individual or institution identified in this document as j my Agent. j I � DURATION OF POWER RELIEF FROM LIABILITY REVOCATION 1. This power shall not expire by reason of lapse of time. 2. I hereby ratify and confirm all that my Agent acting hereunder shall do or cause to be done under this General Power of Attorney. I specifically direct that such Agent I shall not be subject to any liability by reason of any of such Agent's decisions, acts, or failure to act,all of which shall be conclusive and binding upon me,my personal representative, heirs, and assigns. Furthermore, except in the case of malfeasance of office, I agree to indemnify such Agent, and hold such Agent harmless, from all claims that may be made against such Agent as a result of such Agent's service hereunder, and I hereby agree to reimburse such Agent in the amount of any damages, costs, and expense that may be incurred as a result of any such claim. 3. This Power of Attorney shall be revoked by my giving to- such Agent acting hereunder written notification of the revocation, which notice shall not be considered binding unless actually received. THIRD PARTY LIABILITY 1. Any person who is given instructions by my Agent in accordance with the terms of this Power of Attorney shall comply with those instructions. Page-7- 2. Any person who without reasonable cause fails to comply with those instructions shall be subject to civil liability for damages resulting from noncompliance. IN WITNESS WHEREOF,and intending to be legally bound, I have hereunto set my hand and seal.this 1,5 day of , 2009. WI SS: CJ 8 BETTY QfLONG 1 i i ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA 1 : SS COUNTY OF YORK On this a \`" " �'� 2009 before me the O s day of , undersigned,personally appeared BETTY O. L G, known to me(or satisfactorily proven)to be the person whose name is subscribed to the within-instrument, and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I have hereunto s hand and Notarial Seal. COMMONWEALTH OF PENNSYLVANIA W" N�iSed TAR IJ TC Janet S.Gore,Notary PUW_ CMFq My� 02010 Member,Pennsylvania Association of Notaries Page 8- I, f ACKNOWLEDGMENT I, REBECCA GOETZ, have read the attached Power of Attorney and am the person identified-as the"Agent" for the principal. I hereby acknowledge that in the absence of a specific provision to the contrary in the Power of Attorney, or in 20 Pa. C.S. Ch. 56, when I act as Agent: 1. I shall exercise the powers for the benefit of the principal. 2. I shall keep the assets of the principal separate from my assets. 3. I shall exercise reasonable caution and prudence. 4. I shall keep a full and accurate record of all actions, receipts and disbursements on i behalf of the principal. ©q / Z,3/ � 2 Date REBECCA GOETZ f Ii 1 I � ACKNOWLEDGMENT I, JENNIFER CRIBARI, have .read the attached Power of Attorney and am the person identified as the"Agent" for the principal. I hereby acknowledge that in the absence of a specific provision to the contrary in the Power of Attorney, or in 20 Pa. C.S.'Ch. 56, when I act as Agent: 1. I shall exercise the powers for the benefit of the principal. 2. I shall keep the assets of the principal separate from my assets. 3. I shall exercise reasonable caution and prudence. f 4. I shall keep a full and accurate record of all actions, receipts and disbursements on behalf of the principal. Date JE IFE RIBARI Page-9- I I� FORM OF INDIVIDUAL ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA COUNTY OF DAUPHIN On this day of � before me, _y. GT the undersigned officer, personally appeared known to me, or satisfactorily proven, to be the_ persons whose names subscribed to the within instrument, and acknowledged that &hey executed the same for the purposes therein contained. } Signature of Affiant In witness whereof, I hereunto set my hand and official seals. WMMQW i&1I1.QE.II.N.Y V NIA NOTARIAL 8EAt. PATTY WACHTER,Notary Public - Susquehanna 1Wp..Dauphin County My Commission Exp M Oeoember 11,2017