HomeMy WebLinkAbout04-24-15 ,
ESTATE OF : IN THE COURT OF COMMON PLEAS
RONALD C. WOLFE : CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-14-1182
PETITION TO AUTHORIZE EXECUTOR TO
CLOSE BANK ACCOUNT
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TO THE HONORABLE JUDGES OF SAID COURT: c o rn Cj
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1. Your Petitioner, John D. Perkey is a competent adult residing at X28-PinerGrove
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Road, Gardners, Pennsylvania, and is the Executor of the Estate of Ronald C. Wolfe;. —0
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2. Ronald C. Wolfe, Decedent, died on December 5, 2014 at the age of 77 y(I s, but o
prior thereto lived and was domiciled at 36 Green Mountain Road, Gardners, Cumberland
County, Pennsylvania. A copy of Decedent's Death Certificate is attached hereto as Exhibit
«A»
3. Decedent died with a Will. Letters Testamentary were granted to John D. Perkey
on December 17, 2014. A copy of Decedent's Last Will and Testament dated, November 25,
2014, is attached hereto as Exhibit "B."
4. Decedent's wife, Betty J. Wolfe, predeceased Decedent on November 18, 2014 at
the age of 82 years, but prior thereto lived and was domiciled at 36 Green Mountain Road,
Gardners, Cumberland County, Pennsylvania. Death Certificate of Betty J. Wolfe is attached
hereto as Exhibit"C."
5. Betty J. Wolfe died without a Will. No letters were issued.
6. In an effort to gather all of the assets of Decedent, it has been determined that
Decedent's spouse held an account with M&T Bank individually, with a balance of$4,705.32.
A copy of the M&T Bank statement is attached hereto as Exhibit"D."
1
7. Decedent is the sole beneficiary of Betty J. Wolfe. There is no inheritance tax due
to the Commonwealth of Pennsylvania.
8. Your Petitioner avers that there are no creditors of Betty J. Wolfe and no claims
unpaid.
9. A paid funeral bill from Hollinger Funeral Home & Crematory, Inc. for Betty J.
Wolfe is attached hereto as Exhibit "E."
10. The funds from the M&T Bank account will be deposited into the estate account
of Ronald C. Wolfe and paid according to the Last Will and Testament of Ronald C. Wolfe.
WHEREFORE, your Petitioner respectfully requests that an Order be made directing
M&T Bank to close the account of Betty J. Wolfe, Deceased, and distribute the account balance
to the Estate of Ronald C. Wolfe.
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By'A
Ma uire, q
( upre e Court I.D.No)254 IRWIN & McKNIGHT
60 West Pomfret Street
Carlisle, PA 17013
717) 249-2353
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
John D. Perkey being duly sworn according to law, deposes and says that the facts
contained in the foregoing Petition are true and correct to the best of his knowledge, information
and belief.
(SEAL)
John D. Perkey
Sworn and subscri betme
this�OAay of
/-Iq6tary Public
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LAST WILL AND TESTAMENT
OF
RONALD C. WOLFE
I,RONALD C. WOLFE, of Cumberland County, Pennsylvania, declare this to be
my Last Will and Testament and hereby revoke all prior Wills and Codicils.
-- - 1: - --I-direct that-ail-my just debts, funeral expenses, administrative expenses,
and any inheritance tax which may be assessed shall be paid from my estate as soon as
practicable after my death. It is my wish that upon my death, my body shall be cremated,
and half of my ashes shall be buried at Victory Church Cemetery, Gardners,
Pennsylvania, and half of my ashes shall be spread at my home at 36 Green Mountain
Road, Gardners, PA 17324.
2. 1 direct that all real property and all personal property that I own at the
time of my death shall be given, devised, and bequeathed in accordance with the
following:
a) My niece, Donna Thomas, and my niece, Linda Russell, shall be
given all of my antiques and glassware, in equal shares,per capita.
b) The rest, residue and remainder of my estate shall be sold, and the
proceeds shall be distributed in accordance with the following:
i) Thirty-percent (30%) shall be given to Saint Paul
Evangelical Lutheran Church, Carlisle, Pennsylvania.
ii) Twenty-percent(20%) shall be given to Boys Town
Organization, 14100 Crawford Street, Boys Town,Nebraska 68010.
iii) Twenty-percent(20%) shall be given to St. Jude Children's
Research Hospital, 262 Danny Thomas P1, Memphis, Tennessee 38105.
iv) Ten-percent (10%) shall be given to the Salvation Army of
0
Carlisle, Pennsylvania.
Page 1 of 5
y) Ten-percent(10%) shall be given to Project SHARE,
Carlisle, Pennsylvania.
vi) Ten-percent (10%) shall be given to my friend,John D.
Perkey.
3. With the exception of paragraph 2(a)and 2(b)(vi), all gifts shall be used
for non-administrative purposes. If a named organization in paragraph 2 no longer exists,
---- -- - -then-an-organization that offers substantially similar services shall receive-the respective
percentage,with the organization to be chosen by my personal representative.
4. I appoint my friend, John D. Perkey, as Executor of this my Last Will and
Testament. In the event that John is deceased,unable or unwilling to serve or shall cease
to serve for any reason whatsoever, then I nominate, constitute and appoint Adam R.
Deluca,Esquire, as alternate Executor of this my Last Will and Testament.
5. The Executor or Executrix of this Will shall have the power to distribute
my estate in cash or in kind, or partly in either.
6. I direct that no Executor or Executrix acting under this Will shall be
required to enter bond in any jurisdiction.
7. I recommend that my Personal Representative retain the law firm of Allied
Attorneys of Central Pennsylvania, L.L.C.,to probate my estate.
IN WITNESS WHEREOF, I have hereunto set my hand this c2�Z:day
of (��,,Qy,� ', 2014.
O A . O
Page 2 of 5
The preceding instrument consisting of this and four other pages was on the day and date
hereof signed,published and declared by RONALD C. WOLFE, as and for his Last Will
and Testament 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.
Witness Witness
Page 3 of 5
ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA
SS
COUNTY OF CUMBERLAND
I,RONALD C.WOLFE,the TESTATOR,whose name is signed to the attached
or foregoing instrument,having been duly qualified according to law,do her
acknowledge that I signed and executed the instrument as my Last Will and Testament;that
I signed it willingly,and that I signed it as my free and voluntary act for the purposes therein
expressed.
RONALD C. WOLFE
COMMONWEALTH OF PENNSYLVANIA
S.S.
COUNTY OF CUMBERLAND -
On this 2�day of JU y��-Lef , 2014,before me personally
appeared,RONALD C. WOLFE, the TESTATOR, known to me(or satisfactorily
proven)to be the person whose name is subscribed to the within instrument, and he
acknowledged that he was the declarant who executed the same for the purposes therein
contained.
IN WITNESS WHEREOF I hereto set my hand and official seal.
Notary Public
COMMONWEALTH OF PENNSYLVANIA
Notarial Seal
Adam Deluca,Notary Public
Carlisle Boro,Cumberland County
Fmy Commission Expires]an.26,2016
Page 4 of 5
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
: SS
COUNTY OF CUMBERLAND
WE, 4 S. and &rj1pAF
_... _ the witnesses whose_narncs-ar-e=attached4o the foregoii;document;being-duly-qualified -- —
according to law, do depose and say that we were present and saw testator sign and
execute the instrument as his Last Will;that he signed willingly and that he executed it as
his free and voluntary act for the purposes therein expressed;that each subscribing
witness in the hearing and sight of the testator signed the Last Will and Testament as
witnesses and that to the best of our knowledge the testator was at the time 18 or more
years of age, of sound mind and under no constraint or undue influence.
4
Sworn or affirmed and subscribed before me by
rr— L.2 and t this
day of 01/�✓v► , 2014.
Notary Public/Attorney
COMMONWEALTH OF PENNSYLVANIA
Notarial Seal
Adam Deluca,Notary Public
Carlisle Boro,Cumberland County
My Commission Expires]an.26,2016
Page 5 of 5
FOR INQUIRIES CALL: '(800)724-2440 ACCOUNT TYPE
M&T CLASSIC CHECKING WANTEREST
00 004331M NM 017
ACCOUNT NUMBER STATEMENT PERIOD
000005893 F1051548001704081504 02 010000 P 9856270633 MAR.07-APR.08,2015-
, c BETTY J WOLFE BEGINNING BALANCE. $4,705.28
36 GREEN MOUNTAIN RD DEPOSITS A CREDITS 0.00
GARDNERS PA 17324-9053 LESS CHECKS&DEBITS 0.00
ll. €;�: 0.04
TE ll._ .. ,s
Li2ViCEv� S 0.00
INTEREST EARNED.FOR:$TATEMENT:PERIOD ',' : ;.$0.04 ":: ,.e' ;•` c ..'..r. .,.. ;; ::; MT'HQLLYSPRiNG$."
INTI REST PAID YEAH TO[)ATE $0 16
:......:..:
COUNTS:UMMARY' .. •
BEGINNING 'DEPOSITS&'OTHER CURRENT ENDING
BALANCE CREDITS + CHECKS PAID, OTHER DEBITS(-) INTEREST PD BALANCE
N0. AMOUNT NO. . AMOUNT NO. I AMOUNT
$4,705.28 0 $0.00 0 $0,00 0 1 $0.00 $0.04 $4,705.32
q ACCOUNT ACTIVITY
POSTING DEPOSITS&OTHER WITHDRAWALS& DAILY
DATE TRANSACTION DESCRIPTION CREDITS + OTHER DEBITS 0 BALANCE
-,,.: .n3/07/201'�" eEtaliJT�TING'OX[ANCE�__._,—__..._.�,..___..�.._.s_..:: ..._.,.�_. : -- —._.._,.-��...-.. .a. ._-.- .:,•,,:,.::_. -- $4,70528.
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04/08/2015 INTEREST PAYMENT $0.04 4,705.32
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ENDING BALANCE $4,705.32
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m ANNUAL PERCENTAGE YIELD EARNED=OD0%
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WHEN WAS YOUR LAST MORTGAGE CHECK-UP?WHETHER YOU OWN A HOME OR ARE THINKING
b ABOUT BUYING ONE,NOW IS A GOOD TIME TO TALK TO AN M&T MORTGAGE EXPERT ABOUT
YOUR HOME FINANCING NEEDS.CALL 1-888-253-1023 TODAY.
2015 M&T BANK.NMLS#381076.ALL LOANS SUBJECT TO CREDIT AND PROPERTY APPROVAL.
THIS IS NOT A COMMITMENT TO MAKE A MORTGAGE LOAN,OTHER TERMS AND CONDITIONS MAY
APPLY.
PAGE 1 OF 1
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Hollinger Funeral Home &Crematory, Inc.
Eric L. Hollinger,Supervisor
January 2, 2015
Ronald C.Wolfe
Gardners, PA 1732-4
The Funeral Service for Betty J.Wolfe:
We sincerely appreciate the confidence you have placed in us and will continue to assist you in every
way we can. Please feel free to contact us if you have any questions in regard to this statement.
THE FOLLOWING IS AN ITEMIZED STATEMENT OF THE SERVICES, FACILITIES,AUTOMOTIVE EQUIPMENT,
AND MERCHANDISE THAT YOU SELECTED WHEN MAKING THE FUNERAL ARRANGEMENTS.
Professional Service
Traditional Package $5150.00
Merchandise
Casket- Poplar 3295.00
Vault—Sentinel 1550.00
Memorial Package—Hummingbird
Register Book, Memorial Folders,
Acknowledgement Cards, Bookmarks N/C
AT THE TIME FUNERAL ARRANGEMENTS WERE MADE,WE ADVANCED CERTAIN PAYMENTS TO OTHERS
AS AN ACCOMMODATION. THE FOLLOWING IS AN ACCOUNTING FOR THOSE CHARGES.
Cash Advances
Certified Copies of Death Certificate 125@$6) 150.00
Clergy 150.00
Flowers- Family Spray- Fall Shades 200.00
Newspaper Notices—Sentinel 255.77
Patriot 203.80
Total Charges $10954.57
Payment 1/2/2015 Estate of Ronald Wolfe#108 10954.00
Balance PAID IN FULL
501 NORTH BALTIMORE AVENUE • MOUNT HOLLY SPRINGS, PENNSYLVANIA 17065 • (717) 486-3433 • FAX(717)486-3215
www.holIingerfuneralhome.com