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HomeMy WebLinkAbout04-0091 .. Register of Wills of Cumberland County, Pennsylvania ./ 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 . CJ l'> .' 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: . . IE[) 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: L 7<'~ ... ....J 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 .~- f#~~~m{/~"~hyh No. Estate of X- Ly }e ifdlA~ ----....... ~ /-o~- 9' 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 ;.J!/k~-ff!I::~;h ,,{J,~L / - ~'''''d'''''. >,.A'-L-'l~'~ 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 F p 9853803 /;J-~ -C;) ~ - Date HIOIi. '"RIoI. "" COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH (Coroner) ft,.~ :::::.~ ...1:::" t~ tN ~ ~"ClC" 1'.) \0 .. DeCember 17 2003 T, '.. ... 10 .....0: ...0 --- ........- ,--- I j NM I: 0Il0r...-........ .1iIMIl.... II1II.-.....-......_ IlIfNlrL ....1'IlIllA1O fJ'CllUR fJ'lIBlnl? IM.IURY ..... o (j o - ..... ............ ~.......-- unknown ..... 0 ...(]I faulty furnace NeD......O ...0 ........ - 2003 17111 b2.1~" 21~ M. , / ~ . 2,,~ -,. 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 / ~ / ~ 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 - -qUL'~j 1,:: .~~) Address HhnQO~ R SiRQR llP One South Market Square P.O. Box 1146 lIar L .i.abuq;, FA 1 'f168-1146 so: ZIJ tll A\lW vO. Telephone (717 233-5731 Capacity: _ Personal Representative )' ~Counsel for personal representative ..~.:.;e~;":-?L ,/., ~ '.. ~ Co_V ~-- -j I / ~E? 2 9 2006 j 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 C) ~o >;;g ::;~p - r--r1 :0 A -_~~)9 _ i__..) 11 :)C= - :;0 'J --j po ,....., c:::> c::::::t 0'"\ o CJ -f . W i~~r..~ ;-,~S (-5 r-n CJ (--) ~ ::':-:J C) V--q -0 -.,.. ........ ORDER AND NOW, tbi~ day of () ~ w ...) ~~'-) , 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. J. ~-v . . < . 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 ,,-, <:;::) <:;::) ~ en ", -0 N \.0 -0 ...... -"'0 o ~O ft.::tJ rn -0 r-... ........;;:r::~ '" ;-.u d; fn d;: ..::~ :0 ,:::':' (.I) ^ '-'C) C)O~ QC::: : ::0 ::"eJ --I ~..c:. o (..11 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 :n ::t:-J f?".~11 1"1"1' 0 C-.,O (;5':'0 .--+ C:::J rJl fTl ::.0 0 C) _~;-....o . , .....-; ~~~ C>') (=) -'1 " 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. ~ M1~ Amy right Date: 7- :z.3-c)~ ).\1) " t ~ 7/1\~~~ 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 o c..=o ~:o lU-u Lr1:cO .D~'- ~~ CJ5 ~ ClOQ CJO.l ()C : :0 oU-l )> 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 "" c:::::;) ~ CI"'\ C/) rr1 -0 N \.0 ::r:J ::r J fT'l rhC) GO) <.."J ~~2j r-rl m :XJ CJ c.::> C) " -n ~~~~ (j) t:::) ~h -0 :x o U1 .., ~.u) LLJ _J C> u:. LL-. Li__ Oc> On:::- LLJ LL I 0;.----:: ~~S~ S3 ~.;~; 0: . 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:) ..:S Name Rhoads & Sinon LLP P.O. Box 1146, Harrisburg, PA 17108-114€ Address ~ Capacity: 0 Personal Representative ~. Counsel for personal representative LL C~) 0- (717) 233-5731 Telephone No. N I C-:> LtJ C::.J v:> = = ~ './ 2 U-l C) ~~ 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 v~ .. ~ ~ ~Itnba :1 amtr &tra~baugb Jltgi~ttr of WillJ anb €:ltrk of tl)t cerpl)an~' €:ourt €ouni!' of €umbtdanb One Courthouse Square Carlisle, PA 17013-3387 6Y- (1)9 , \ PIERMATTEI DEAN F 1 SOUTH MARKET ST HARRISBURG, PA 17108-1146 17'~3392 \~\G\+~\~\-~ ~~ l1y !J~-"~~"'" : f<<Z~", ~ 02 1A .$ . - 0004631598 . Q:: MAILED FROM ZlPC \~...:" r~:~.. j ';_" ,,' '_, ( '[ ;.'\ U t, ': '.i, Ij_.lli' Jn8 IClnur\ S' \J'rlL.!"';UQ v I, ".u:::J :10 )ld3lJ ~ ,51: : IIWV 0, TJn OM? - wwu ,Iuuc, NXXXE ~7~ ~ 25 12 Sl'l/lv\ dO bR'" i ~ URN TO SENDER .... 3 '. FXCXENT ADDRESS ~'.) JI:HO 0 .~ !rLE TO FORWARD Be: 1701333&227 *0519-02771 1 I III III 111111 I III dll 11/1,,11111111 /,1'1111.1,,1,1111.1 \ \ \ \ \ \ \ I \ I \ \ \ \ \\\\ ~~OPDm OF8C' ,,\ tit ~t(;~~' c',' ft." Lu~IEC Z& \'\'IIZ: 14 \ ~ l>t .l(~ 0 ~~ ~ ....~ ';1 c-- Or is'Q3,UNO ~ ~,~~ "'.rs COUfH .::tJ'ND C(' , ....' 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() r- ... \ I . , , \ j r Glenda Farner Strasbaugh Register of Wills & Clerk of the Orphans' Court One Courthouse Square Carlisle P A 17013 ~: ~.I:I ~Ol ~vv::> A WRIGI O~ 1302 CAMP o INSUFFICIENT AD~:~~~ 0 OTHER o ATTEMPTED NOT REEl o Ngl~~rl:EUR~U~' fST ADDRESSED ~ UNABLE TO FORWARD . - .-:- ;/'-.~"'.r 1 :,0 i ._./' .j.:...:,..:.. ....:..~::..~ - - :;;L- -0 - .. w CD .1.1/i2qIO~ ',ullluflUuu.Jfull.. ,lInaltll,n,,'.I,I,J,,' ,1m IIItI r ~~~~ --> ill , :--'J :...'./ /,.......... .170.1~300.1 .1305 .17 ::TURN TO SENOER ~D LEFT NO ADDR~SS ;AI!!JLE TO rrORWARD !TURN TO Se:NDER r I Glenda Farner Strasbaugh Register of Wills & Clerk of the Orphans' Court One Courthouse Square Carlisle P A 17013 ~~e: ~~/~~/~uu~ A WRIGHT JAMJ OC S 1302 CARLI~ CAMP HILL, o INSUFFICIENT ADDRESS o ATTEMPTED NOT KNOWN 0 OTHER o NO SUCH NUMBER/ STREET .,.OT DELIVERABLE AS ADDRESSED - UNABLE TO FORWARD 170 13-3392-\~c4~'~::::::::::,:: t- I c,) co LL300L L305 L7 LL/aQIOS r\I TO SENDER EFT NO ADDRI!SS e: TO ,..ORWARD N TO SI!NDI!R In,IN.."ffltll f",'JdlllMl,nlhlJi.,+.UA..tMeAYl+.t.., r. *ltnba :I arutr Ji,trasbaulb tr of WillS anb €lerk of tbe c8rpbans' €ourt (:ounlp of €umbtrlanb One Courthouse Square Carlisle, PA 17013-3387 U1~ 6~-91 WRIGHT AMY L 1302 CARLISLE ROAD CAMP HILL, PA 17011 \."10 \. \t6 \()~_Qi7~b~33.!5 II ~1/"-(iS~"",, L:t . 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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 I C-~_. '.. ~ -- #!f~p~ Sig of Person Filing is Form Capacity: DPersonal Representative IZICounsel David K. Kroft Name of Person Filing this Form '-i' " .... , , ,,;:\,'n'1 ,., 1 , , " ,~,_ _, i v v"~llJ'r\b:)' S,NVHdtJO . 1(1 \1\J':"j'YI :1 ~j , ll..... .V c/o Rhoads & Sinon LLP Address L \ : I ~ld S- NVr LeOl PO Box 1146 Harrisburg P A 17108-1146 717-233-5731 Telephone Form RW-IO rev.o17D 3.06 ~