HomeMy WebLinkAbout04-0091
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Register of Wills of Cumberland County, Pennsylvania
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PETITION FOR GRANT OF LETTERS
Estate of
Cheyez A Wriaht
Cheyez A Wriaht
No.
02/-~ J/ - 9/
also known as
, Deceased
Social Security No.
196-72-2013
.it
James B. Wriaht and Amy L. Wriaht
-
PelIlionlIl(s). who "'.. 11 ~ of age or older. lIppIy(les) tor:
(COMPLE[F "A" OR "B" BELOW:)
A. Probate and Grant of Letters and aver that Petitioners are the executors named in the LaslWiII of the
Decedent, dated and cocIicil(s} dated .
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S18Ie relev8nt clrl:umsl8nces. e.g.. renunci8llon. dellh of llXllCUlor, etc.
Except as foHows, Decedent did not marry, was not divorced, and did not have a child bom or adopted after execution of thedocurnents offered for probate;
was not the victim of a killing and was never adjudicated incompetent: . .
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B. Grant of Letters of Administration
(d.b.n.c.t.e.: pendenle Hie: dunmle MlIenlbI; durante rnInorit8le)
Petitioner(s) after a proper search haslhave ascertained that Decedent left no Will and was survived by the following spouse (if any) and
heirs:
I Name Relationship Residence I
James B. Wright Father 1302 Carlisle Road, Camp Hill, PA 17011
Amy L. Wright Mother 1302 Carlisle Road, Camp Hill, PA 17011
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with hislher last family or principal residence at
1302 Carlisle Road. Camo Hill. PA 17011
(list street. number end municlp8llly)
Decedent, then -1L years of age, died December 17,2003, at 1302 Carlisle Road. Camo Hill. PA 17011
(Loc8lJon)
Decedent at death owned property with estimated values as follows:
(If domiciled in PAl All personal property ........................................................................................... $
(If not domiciled in PAl Personal property in Pennsylvania ..................................................................... $
(If not domiciled in PAl Personal property in County ............................................................................... $
Value of real estate in Pennsylvania ............................................................................................................................ $
Total................................................................................................................... $
..()..
Real Estate situated as follows:
..()..
Wherefore, Petitioners respectfully request the probate of the last Will presented with this Petition and the grant of letters in the appropriate form to the
undersigned:
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Oath of Personal Representative
Commonwealth of Pennsylvania
County of Cumberland
The Petitioner(s) above-named swear(s) and 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 we" and truly administer the estate according to law.
before me this e;;29
Swom to and affirmedang SUbscribed
Januarv
;~day of
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No.
Estate of
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Social Security No: 196-72-2013
Chevez A. Wriaht
Deceased
Date of Death:
December 17. 2003
AND N ' , 2od, in consideration of the Petition on the
reverse side her n, satisfa pr f having been presented before me,
IT IS DECREE that Letters 0 Testamentary Id15f Administration
d.b.n.c.t.; pendenle lIle; dwante ebsenlill; dUl1Inle mlnorllllle
are hereby granted to James B. Wriaht and Amv L. Wriaht
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.......................... .
Short Certificate( s ).. .. .. .. ..
Renunciation................. .
Affidavit ( ).. .. .. .. .. .. .. .. .
Extra Pages ( ).. .. .. .. .. ..
Codicil......................... .
JCP Fee........................
Inventory...................... .
Other........................... .
TOTAL................
Fann RW-l P8ge 2 Of 2 (OeupIIIn County) . Rev. MI2
$ 18.00
$ 6.00
$
$
$
$
$ 10.00
$
$
$ 34.00
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Attorney: Dean F. Piermattei
I.D. No: 53847
Address: Rhoads & Sinon LLP. PO Box 1146
1 South Market Sauare. Harrisbura. PA 17108-1146
Telephone: 717-233-5731
H'.05.805 REV 9186
This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph. rf .
No.
a~~
Fee for this certificate, $2.00
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COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
(Coroner)
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CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Chevez A. Wright
Date of Death:
December 17, 2003
Will No.
Admin. No.
2004-000Q1
To the Register:
I certify that notice of (beneftcial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on ~i / ~
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Address
NIP;
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except N / A
Date:
May 13, 2004
Name
Dean F. Piermattei
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Address
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One South Market Square
P.O. Box 1146
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Telephone (717
233-5731
Capacity: _ Personal Representative
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~Counsel for personal representative
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BY: ___ul/!!/__ ---------J
David K. Kroft, Esquire
Attorney I.D. No. 91010
RHOADS & SINON LLP
One South Market Square, 12th Floor
P.O. Box 1146
Harrisburg, P A 17108-1146
(717) 233-5731
Attorneys for Petitioner
IN RE:
ESTATE OF CHEVEZ A. WRIGHT,
Deceased
: IN THE COURT OF COMMON PLEAS
: CUMBERLANDCOUNTY,PENNSYLVANIA
: ORPHANS' COURT DNISION
: NO. 21-04-00091
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ORDER
AND NOW, tbi~ day of () ~
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, 2006, upon consideration of
the "Petition to File Pennsylvania Inheritance Tax Return Under Seal and Seal Records", it is
hereby ordered that the filing of the Pennsylvania Inheritance Tax Return for the Estate of
Chavez A. Wright be under seal and that the Inheritance Tax Return and all records pertaining
thereto be sealed from public record.
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Dean F. Piermattei, Esquire
Attorney LD. No. 53847
Stephanie E. DiVittore, Esquire
Attorney LD. No. 85906
David K. Kruft, Esquire
Attorney LD. No. 91010
RHOADS & SINON LLP
One South Market Square, 12th Floor
P.O. Box 1146
Harrisburg, P A 171 08-1146
(717) 233-5731
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Attorneys for Petitioners
INRE:
ESTATE OF CHEVEZ A. WRIGHT,
Deceased
: IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
: ORPHANS' COURT DNISION
: NO. 21-04-00091
PETITION TO FILE INHERITANCE TAX RETURN UNDER SEAL
AND TO SEAL RECORDS
NOW COME James Brian Wright and Amy Wright, Administrators of the Estate
of Chevez A. Wright ("Petitioners"), by and through their counsel, Rhoads & Sinon LLP, and
hereby petition this Court to permit the filing under seal of the Pennsylvania Inheritance Tax
Return of the Estate ofChevez A. Wright with the Office of the Register of Wills of Cumberland
County and to order the sealing of all records related thereto. In support thereof, Petitioners state
as follows:
1. Petitioners, James Brian Wright and Amy Wright, are residents of
Cumberland County, having an address of 415 North Walnut Street, Mechanicsburg, PA 17055.
622694.1
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2. Petitioners were the parents of Chevez A. Wright, who passed away on
December 17,2003.
3. Petitioners filed a wrongful death suit against UGI Utilities, Inc. as well as a
survival action against UGI Utilities, Inc. on behalf of Chevez A. Wright, No. 04-1183.
4. The wrongful death suit and the survival action were settled pursuant to a
"Settlement and Confidentiality Agreement and General Release" (the "Agreement'') executed by
James Brian Wright and Amy Wright, individually and as Administrators of the Estate of Chavez
A. Wright, and UGI Utilities, Inc. on November 30, 2005.
5. Under Paragraph 12 of the Agreement, the parties to the Agreement are
precluded from revealing any of the terms of the Settlement Agreement and Release. Paragraph 12
of the Agreement reads in full as follows:
''The Parties mutually agree that neither they nor their attorneys nor their
representatives shall reveal to anyone (other than may be mutually agreed to in
writing, or as required by a pertinent rule of civil procedure, or in response to a
court order), any of the terms of this Settlement Agreement and Release or any of
the amounts, numbers or terms of conditions of any sums payable to Plaintiffs
hereunder, except as required by existing statutes and/or governing laws."
6. Judge Guido placed the placed the pleadings and records pertaining to the
civil action under seal.
7. Pursuant to Section 2136 of the Inheritance and Estate Tax Act, 72 P.S.
~2136, Petitioners, as Co-Administrators of the Estate ofChevez A. Wright, are responsible for the
filing of the Pennsylvania Inheritance Tax Return for the Estate.
8. Notwithstanding that no tax is due on the assets received by the Estate, the
Department of Revenue has asked that an information return be filed for the Estate.
"
9. Petitioners desire to comply with the statutory obligation to file a
Pennsylvania Inheritance Tax Return, but do not want to violate the terms of the Agreement.
10. Accordingly, Petitioners desire that the Pennsylvania Inheritance Tax
Return of the Estate of Chevez A. Wright be filed under seal with the Office of the Register of
Wills of Cumberland County, and that the Inheritance Tax Return, and all records pertaining
thereto, be sealed from public record.
WHEREFORE, Petitioners respectfully request that the Court issue an Order that
the filing of the Pennsylvania Inheritance Tax Return for the Estate of Chevez A. Wright be
under seal and that the Inheritance Tax Return, and all records pertaining relating thereto be
sealed from public record.
RHOADS & SINON LLP
By:
~-.,~ ~ ~
Dean F. Piermattei, Esquir
Stephanie E. DiVittore, Esquire
David K. Kroft, Esquire
One South Market Square
P. O. Box 1146
Harrisburg, P A 17108-1146
(717) 233-5731
Attorneys for Petitioners
Date: 12.6/ ~
c$9I
VERIFICATION
James Brian Wright, Petitioner, deposes and says, subject to the penalties of 18 Pa. C.S.
~4904 relating to unsworn falsification to authorities, that the facts set forth in the foregoing
Petition are true and correct to the best of his knowledge, information and belief.
Date: Cf... ~ ~,.. Db
.
VERIFICATION
Amy Wright, Petitioner, deposes and says, subject to the penalties of 18 Pa. C.S. ~4904
relating to unsworn falsification to authorities, that the facts set forth in the foregoing Petition are
true and correct to the best of her knowledge, information and belief.
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Amy right
Date: 7- :z.3-c)~
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RHOADS J''''''''l.
& SINON LLP
David K. Kroft
ph (717) 231-6668
Ix (717) 232-1459
dkruft@rhoads-sinon.com
FILE NO: 8779/0 I
September 28, 2006
Re: Estate of Chevez M. Wright
Estate 2004-00091
Ms. Glenda Farner-Strasbaugh
Register of Wills
Cumberland County Courthouse
1 Courthouse Square
Carlisle, P A 17013
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Dear Ms. Farner-Strasbaugh:
As per our telephone conversation, please find enclosed:
1. A "Petition to File Inheritance Tax Return Under Seal and to Seal Records";
2. A check in the amount of$15.00 to cover filing costs;
3. A copy of this letter with the first page of the Return attached, which we ask that
you time-stamp and return to us, using the enclosed envelope.
If you have any questions or comments, please do not hesitate to call.
Very truly yours,
RHOADS & SINON LLP
BY.~~~
David K. Kroft
Enclosures
cc: Dean F. Piermattei, Esquire
623822.1
Rhoads &: Sinon LLP · Attorneys at Law · Twelfth Floor · One South Market Square · P.O. Box 1146
Harrisburg, PA 17108-1146 · ph (717) 233-5731 · fx (717) 232-1459 · www.rhoads-sinon.com
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Register ofWiIls of Cumberland County
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Chevez A. Wri~ht
DffieofDeffih: December 17, 2003
Estate No.: 2004 - q1
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following
with respect to completion of the administration of the above-captioned estate:
1. State whether administration of me estate is complete:
Yes 0 No 1ll
2. If the answer is No, state when the personal representative reasonably believes that
the administration will be complete: a p pro x i mat e 1 y Mar c h 3 1, 2 006
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes 0 No 0
.-
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties in
interest? Yes 0 No 0
c. Copies of receipts, releases, joinders and approval of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report.
Date: December 1, 2001:)
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Name
Rhoads & Sinon LLP
P.O. Box 1146, Harrisburg, PA 17108-114€
Address
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Cumberland County - Register Of wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 11/15/2005
PIERMATTEI DEAN F
1 SOUTH MARKET ST
HARRISBURG, PA 17108-1146
RE: Estate of WRIGHT CHEVEZ A
File Number: 2004-00091
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by: 12/17/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~~~
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
phone: (717) 240-6345
Date: 11/28/2005
WRIGHT JAMES B
1302 CARLISLE ROAD
CAMP HILL, PA 17011
RE: Estate of WRIGHT CHEVEZ A
File Number: 2004-00091
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by P~rsonal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by: 12/17/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
!=:=~zt
REGISTER OF WILLS
cc: File
Counsel
Judge
vI:,
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 11/28/2005
WRIGHT AMY L
1302 CARLISLE ROAD
CAMP HILL, PA 17011
RE: Estate of WRIGHT CHEVEZ A
File Number: 2004-00091
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by: 12/17/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~~~
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Counsel
Judge
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Glenda Farner Strasbaugh
Register of Wills & Clerk of the Orphans' Court
One Courthouse Square
Carlisle P A 17013
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WRIGHT AMY L
1302 CARLISLE ROAD
CAMP HILL, PA 17011
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Pa. O.C. Rule 6.12 STATUS REPORT
REGISTER OF WILLS OF CUMBERLAND
COUNTY, PENNSYLVANIA
Name of Decedent: Chevez A. Wright
Date of Death: 12/17/2003
File Number: 2004-00091
Pursuant to Pa. O.c. Rule 6.12, I report the following with respect to completion of the administration of
the above-captioned estate:
1. State whether administration of the estate is complete: . . . . . . . . . . . . . . . . . . .. IZI Yes D No
2. If the answer is No, state when the personal representative
reasonably believes that the administration will be complete:
3. If the answer to No.1 is YES, state the following:
a. Did the personal representative file a final account with the Court? . . . . . .. DYes IZINo
b. The separate Orphans' Court No. (if any) for the personal
representative's account is:
c. Did the personal representative state an account
informally to the parties in interest? ............................... DYes IZINo
d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be
filed with the Clerk of the Orphans' Court and may be attached to this report.
Date
o do tt'{ 0'1
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Sig of Person Filing is Form
Capacity: DPersonal Representative IZICounsel
David K. Kroft
Name of Person Filing this Form
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Address
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PO Box 1146 Harrisburg P A 17108-1146
717-233-5731
Telephone
Form RW-IO rev.o17D 3.06
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