Loading...
HomeMy WebLinkAbout12-06-06 , Register of Wills of Cumberland County, Pennsylvania SUPPLEMElftAL PETITION FOR GRANT OF LETTERS Estate of also known as Fred L. VanVoorhees No. , Deceased Social Security No. 069-14-8751 Frank Stephen VanVoorhees Petitioner(s), who is/are 18 years of age or older, apply(ies) for: (COMPLETE 'A' or 'B' BELOW:) D A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut the Decedent, dated and codicil(s) dated named in the last Will of State relevant circumstances, e.g., renunciation, death of executor, etc. Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: w B. Grant of Letters of Administration c.t.a. (c.t.a.; d.b.n.c.t.a; pendente lite; durante absentia; durante minoritate) Petitione~;fter a proper search has/have ascertaine~ that Decedent left no Will and was survived by the following sp~use (if any) a~d heirs: ~ ()lsS'lZ...+~ ....n:u ~ i...\. ~ ~~ d.r.J.. ~\rot 0+ ~ J"<..~~ do- ~~ ~pY'l~ ~ 31''''' b _ 3c..- ~~UIIl ~~tLa...jd::... Name Residence (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumber land County, Pennsylvania with his/her last family or principal residence at 215 N. 24th Street, Borough of Camp Hill, Camp Hill, PA 17011 (list street, number, and municipality) Decedent, then ~years of age, died 10/06/2006 at Camp Hill, PA (Location) Decedent at death owned property with estimated values as follows: (If domiciled in P A) All personal property (If not domiciled in PA) Personal property in Pennsylvania (If not domiciled in PA) Personal property in County Value of real estate in Pennsylvania 309,000.00 $ $ $ $ 200,000.00 situated as follows: T ed or rinted name and residence Frank Stephen VanVoorhees Lake Meade Road, East Berlin, PA 17316 Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form RW-1 (1991) , Oath of Personal Representative Commonwealth of Pennsylvania County of Cumber land The Petitioner(s) above-named swear(s) or affirm(s) that 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 Decedent, Petitioner(s) will well and truly administer the esta accordi g to la . Sworn to or affirmed and subscribed )( before me this_day of For the Register No. Estate of Fred L. VanVoorhees Deceased Social Security No: 069-14-8751 Date of Death: 10/06/2006 AND NOW, , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters D Testamentary IT] Of Administration c . t. a. (c.t.a.; d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritate) are hereby granted to Frank Stephen VanVoorhees in the above estate and that the instrument(s) dated described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters. $ Renunciation. $ Attorney: Register of Wills Je~SqUire Short Certificate(s). $ Affidavits ( $ I.D. No: 25444 Boswell Tintner Piccola & Alford 315 N. Front Street P. O. Box 741 Harrisburg, PA 17108-0741 Extra Pages ( ) . $ Address: Codicil. . $ JCP Fee. $ Telephone: 717/236-9377 Inventory. $ Other . . $ TOTAL. $ Form RW-1 (1991) Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. , , Jeffrey R. Boswell, Esquire Supreme Court 1.0. #25444 BOSWELL, TINTNER, PICCOLA & ALFORD 315 North Front Street P. O. Box 741 Harrisburg, Pennsylvania 17108-0741 Phone (717-236-9377) Fax (717-236-9316) E-mail (jboswell@att.net) ESTATE OF BEFORE THE REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA FRED L. VANVOORHEES, DECEASED NO. 21-2006-0887 AFFIDAVIT f(~~ ~ Stephen VanVoorhees, being first duly sworn, deposes and says, as follows: 1. Jeffrey R. Boswell, Esquire, is counsel to the Estate of Fred L. VanVoorhees and its Executor, Robert Frederick VanVoorhees, as set forth in the Petition for Letters Testamentary filed October 10,2006. 2. Attorney Boswell reviewed Fred L. VanVoorhees' most recent account statements to determine the gross value of the decedent's intangible assets. 3. Attorney Boswell determined, according to those statements, that the decedent's bank accounts total $8,802.11, and his investment accounts total $267,865.79, for a sum total of $276,667.90. 4. Since filing an Affidavit, dated October 18, 2006, Attorney Boswell requested specific information concerning the decedent's investment accounts. 5. According to written information provided by (the decedent's investment advisor) Michael George Papson, Ameriprise Financial Services ("Ameriprise"), 4661 Trindle Road, Camp Hill, PA 17011-5603, he determined that the date of death value of decedent's accounts total $268,663.64, comprised of different investments, as follows: (a) Two (2) IRAs, total value - $7,771.71 - beneficiaries designated for each account; (b) Three (3) annuities, total value - $180,551.03 - beneficiaries designated for each account; and (c) SPS Advantage One investment account, value - $80,339.90 - registered with "TOO ownership," so on the death of the owner, the account registered "Transfer On Death" passes to the named beneficiaries. 6. Attorney Boswell is now informed that for every account, Fred L. VanVoorhees made the beneficiary designation: "Primary Beneficiary: 1000/0 Lawful children in equal shares, if a child is deceased, his or her share to be paid to his or her estate. " 7. Based on information now received from Michael George Papson, Ameriprise Financial Services, Attorney Boswell determined that the asserts listed in this Affidavit will be distributed by Ameriprise directly to decedent's children, so the assets will not become part of the estate for distribution from the estate. 8. As per paragraph TENTH of decedent's Last Will and Testament, the decedent nominated, constituted, and appointed Robert Frederick VanVoorhees to be the Executor, as set forth in the Petition for Letters Testamentary previously filed. 9. As per paragraph TENTH of decedent's Last Will and Testament, the ~~ decedent nominated, constituted, and apPointed. Stephen VanVoorhees as the Successor Executor. , . 10. The decedent is survived by four (4) children, including Robert Frederick VanVoorhees, a resident of Maryland, and Frank Stephen VanVoorhees, a resident of Adams County, Pennsylvania. 11. Frank Stephen VanVoorhees avers that he will maintain the personal property within his custody and control within Pennsylvania, including bank accounts, refunds, and household contents of approximately $40,000, with the permission to do so granted by his brothers and sister. 12. Frank Stephen VanVoorhees requests issuance of Letters of Administration, C.T.A., be granted and issued by the Register of Wills upon Robert Frederick VanVoorhees and Frank Stephen VanVoorhees, to serve as Co-Administrators, C.T.A. 13. The Register of Wills previously required a Surety Bond, because the individual personal representative, Robert Frederick VanVoorhees, is not a resident of the Commonwealth of Pennsylvania. 14. The Probate, Estates, and Fiduciaries Code provides at S 3174(b) that no bond shall be required of an individual personal representative when such personal representative is a resident of the Commonwealth and when the personal representative, who is a resident of the Commonwealth, will serve with a resident co- personal representative who has averred that all assets will remain in the custody and control of the resident co-personal representative. ~A~W Frank tephen VanVoorhees