HomeMy WebLinkAbout12-04-08PETITION FOR PROBATE AND GRANT OF LETTERS
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
Estate of PEARL E. PETERSEN File Number ~ ~ - DO '" I ~~~
also known as
,Deceased Social Security Number
Petitioner(s), who is/are 18 years of age or older, apply(ies) for:
(COMPLETE 'A' or 'B' BELOW.)
~/ A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is /are the Executrix named in the
last Will of the Decedent dated Feb. 23, 2006 and codicil(s) dated none
(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 insttent(s) offered
for probate, was not the victim of a killing and was never adjudicated an incapacitated person: ~ _
.,, ... T ,
B. Grant of Letters of Administration {_,;"i •;. >
(If applicable, enter: c. t. a.; d.b.n.c.t.a.; pendentelite; duranteabsenti , inorit a -"''
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Petitioner(s) after a proper search has /have ascertained that Decedent left no Will and was survived b the folio ~ ~ ~ ~ ~
Administration, c. t. a. or d. b. n. c. t. a., enter date of Will in Section A above and complete list of heirs.) y (tf,~') and~licir~(!f
~ - - ~~`~~
Name Relationship ~~, o„,.e r .-~
(COMPLETE INALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in Cumberland County, Pennsylvania with his /her last principal residence at
32S Wesley Drive, Mechanicsbure Lower Allen Township PA 170SS
(List street address, town/city, township, county, state, zip code)
Decedent, then 78 years of age, died on November 11, 2008 at Bethany Village
Decedent at death owned property with estimated values as follows:
(lf domiciled in PA) All personal property $ 450,000.00
(If not domiciled in PA) Personal property in Pennsylvania $
(If not domiciled in PA) Personal property in County $
Value of real estate in Pennsylvania $
situated as follows:
Wherefore, Petitioner(s) respectfully request(s) the probate of t and Codicil(s) presented with this Petition and the grant of Letters in the appropriate form to
the undersigned:
Form RW-02 rev. 10.13.06 Page I of 2
Oath of Personal Representative
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SS
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 estate according to law.
Sworn to or affirmed anted-subscribed ~'
,+ Si at e of
before me the ~ day of
~~-~.R.~-~ ac~~, Srgnature of Personal Representative
(,~ ;(~
For the Register Signature of Personal Representative
File Number
Zl -off -tZ.c~S
Estate of PEARL E. PETERSEN ,Deceased
Social Security Number: 081-24-3385 Date of Death:November 11, 2008
AND NOW ~ DCs+-'rn~~A ~ a~~ > in consideration of the foregoing Petition, satisfactory proof
having been presented before me, IT IS DECREED that Letters Testamentary
are hereby granted to Tracv L. Olson
in the above estate
and that the instrument(s) dated February 23, 2006
described in the Petition be admitted to probate and filed of record as the la t Will (and Codicil(s)) of Decedent.
FEES
$ 410.00
Letters
Short Certificate(s) ........ $ 12.00
Renunciation(s) .......... $
Will .. _ $ 15.00
Automation Fee ... $ 5.00
JCP Fee . , , $ ] 0.00
... $
... $
... $
... $
... $
... $
452.00
TOTAL
Attorney Signature:
Attorney Name:
Supreme Court I.D.
Address:
t
James
SALZMANN HUGHES PC
354 Alexander Spring Road, Suite 1
Carlisle, PA 17015
Telephone: 717-249-6333
Page 2 of 2
Form RW-02 rev. 10.13.06
LAST WILL AND TESTAMENT
I, PEARL E. PETERSEN, of Lower Allen Township, Cumberland County,
Pennsylvania, being of sound mind, disposing memory and full legal age, reby rake, ^, , ~~-';
CrJ Q r r f ~
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publish and declare this to be my Last Will and Testament, hereby revokir illS7and c'-;
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C'~~7` ~--, et->
Codicils heretofore made by me. ~~~ ~ _ ,~,:
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ONE. I direct my Executor or Executrix, as the case may be, ~` pay all ~ my~ ~- . ,
c„~
debts, funeral and administrative expenses as soon as convenient after my decease. Furthermore,
I direct that all state, inheritance, succession and other death taxes imposed or payable by reason
of my death and interest and penalties thereon with respect to all property composing of my gross ~
estate for death tax purposes, whether or not such property passes under this Will, shall be paid
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by the Executor or Executrix of my estate. Further, to the extent that sufficient assets exist in my
estate, any and all inheritance or other estate taxes, whether to non-charitable or charitable
beneficiaries, shall be paid by my Executor or Executrix from the residuary of my estate.
TWO. My Executor or Executrix may, at his or her discretion, compromise
claims, borrow money, retain property for such length of time as he or she may deem proper;
lease and sell property for such prices, on such terms, at public or private sales, as he or she may
deem proper: and invest estate property and income without restriction to legal investments
unless otherwise provided hereunder. I authorize and empower my Executor or Executrix to sell
any realty and/or personalty owned by me at my death and not specifically devised or bequeathed
herein, at public or private sale or sales and to give good and sufficient deeds andlor bills of sale
therefor, in fee simple, as I could do if living. My Executor or Executrix is authorized and
empowered to engage in any business in which I may be engaged at my death, for such period of
time after my death as seems expedient to said Executor or Executrix.
THREE. I give, devise and bequeath all of my estate of whatever nature and
wherever situate to my spouse, ROBERT H. PETERSEN.
FOUR. If my spouse, ROBERT H. PETERSEN, does not survive me by a period
of at least sixty (60) days, I then give, devise and bequeath the rest, residue and remainder of my
estate as follows:
~' A. Fifty percent (50%) to TRACY L. OLSON, Enola, Pennsylvania;
B. Fifty percent (50%) to be divided in equal shares between the following
charitable organizations for their general charitable purposes: HELEN KRAUSE
ANIMAL FOUNDATION, Dillsburg, Pennsylvania, THE SALVATION ARMY,
Carlisle, Pennsylvania and the DISABLED AMERICAN VETERANS, 3725 Alexandria
Pike, Cold Springs, Kentucky to be used for disabled veterans from the Central
Pennsylvania Region.
C. In the event that any of these institutions named above cease to exist prior
to the time of my decease and there is no successor entity with the same purpose, then in
that event, its respective share shall be divided equally between the other residual
beneficiaries of this Paragraph Four.
FIVE. I hereby nominate and appoint TRACY L. OLSON, to be the Executrix of ~~
this my Last Will and Testament. In the event for whatever reason she is unable to serve as the
Executrix of my estate, I hereby appoint JAMES D. HUGHES to be the substitute Executor of
this my Last Will and Testament, whereby the said substitute personal representative shall have
the same powers as are given to the original Executrix hereunder.
2
SIX. No person(s) shall benefit hereunder unless such beneficiary shall survive
me by sixty (60) days.
SEVEN. No Executrix or Executor acting hereunder shall be required to post bond
or enter security in this or any other jurisdiction.
EIGHT. No beneficiary may assign, anticipate or pledge its interest in any income
or principal held or distributable hereunder, and no beneficiary's creditors may levy, attach or
otherwise reach any such interest.
NINE. If any person or institution entitled to share in any distribution under the
terms of this my Last Will and Testament becomes an adverse party in any proceeding to contest
the probate of this Last Will and Testament, such person or institution shall forfeit his, her or its
entire interest inherited hereunder and all provisions in favor of such person or institution shall
be declared void and of no effect. The share of such person or institution so forfeited shall be
distributed as part of the residue pursuant to Paragraph Four hereof except that if such person or
institution is entitled to share in the said residue, that interest shall be distributed proportionately
to the other residuary distributees.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~ day of
February, 2006.
/~ ~~ ~ ~ (SEAL)
PEARL E. PETERSEN
3
Signed, sealed, published and declared by the above-named person as and for a Last Will
and Testament, in our presence, who at said person's request, in said person's presence and in the
presence of each other have hereunto set our names as subscribing witnesses.
4
ACKNOWLEDGMENT AND AFFIDAVIT
WE, PEARL E. PETERSEN, JAMES D. HUGHES and KAMELA S. CORNMAN,
the testatrix and witnesses respectively, whose names are signed to the foregoing instrument,
being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed
and executed the instrument as her Last Will, and that she had signed willingly, and that she
executed it as her free and voluntary act for the purpose herein expressed, and that each of the
witnesses, in the presence and hearing of the testatrix, signed the Will as a witness and that to the
best of their knowledge the testatrix was, at that time, eighteen years of age or older, of sound
mind and under no constraint or undue influence.
COMMONWEALTH OF PENNSYLVANIA
. SS:
COUNTY OF CUMBERLAND
S. COK1VMAly
Subscribed, sworn to and acknowledged before me by PEARL E. PETERSEN, the
testatrix herein and subscribed and swo before me by JA ES D. HUGHES and
KAMELA S. CORNMAN, witnesses, this dayRf February, 20( ~
COMMONWEALTH OF PENNSYLVANIA
Notarial Seal
Jacqueline L DrawbauBh, Nohary Pub~C
Carlisle Bovo, Cumberland 14 2007
Nly Cormiission Expires Aug.
Member. Penmyiva~ia Assocc;iaation Of Wotedee
PEARL E_PETERSEN