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HomeMy WebLinkAbout10-14-09PETITION FOR PROBATE AND GRANT OF LETTERS REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Estate of CHARLES W WEBER File Number _~ ~' Z~~ l -d 1 also known as CHARLES W WEBER ,Deceased Social Security Number 3011-18-3372 GEORGIA S WEBER Petitioner(s), who is/are 18 years of age or older, apply(ies) for: (COMPLETE 'A' OR 'B' BELOW.) ^X 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 5/23/2008 and codicil(s) dated (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 pf the instrument(s) offered for probate, was not the victim of a killing and was never adjudicated an incapacitated person: ^ B. Grant of Letters of Administration (If applicable, enter: c. t. a.; d.b.n.c.t.a.; pendente liter durance absentia; dukante minoritate) Petitioner(s) after a proper search has /have ascertained that Decedent left no Will and was survived by the following souse (if any) and heirs: (If Administration, c.t.a. or d.b.n.c.t.a., enter date of Will in Section A above and complete list of heirs.) Decedent was domiciled at death in CUMBERLAND County, Pennsylvania, with his /her last principal residence at 22 NORTH OLD STONEHOUSE ROAD CARLISLE PA 17013 (List street address, town/city, township, county, state, zip code) Decedent, then 84 years of age, died on 10/7/2009 at HARRISBURG HOSPITAL HARRISBURG ~ PA 17101 Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property $ ~ ~~~ 000 ~ (If not domiciled in PA) Personal property in Pennsylvania $ (If not domiciled in PA) Personal property in County $ Value of real estate in Pennsylvania $ 22 NORTH OLD STONEHOUSE ROAD, CARLISLE, PA situated as follows: Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of Ijetters in the appropriate form to the undersigned: Signature Typed or printed name and residence GEORGIA S. WEBER Form RW-01 rev. 10.13.06 Page 1 of 2 (COMPLETE INALL CASES:) Attach additional sheets if necessary. Oath of Personal Representative COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF CUMBERLAND 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 and subscribed before me the /~ day of ~, 9 / the Register Signature of Personal presentative Signature of Personal Representative Signature of Personal Representative File Number: 2 ~' ~ ~ Q Estate of CHARLES W WEBER ,Deceased Social Security Number: 301-18-3372 Date of Death: 10/7/2009 AND NOW, ~ QO , in consideration of the foregoing Petition, satisfactory proof having been presented b fore me, IT S DECREED that Letter are hereby granted to s ~ ~ and that the instrument(s) dated -' ~---~ ~ v described in the Petition be admitted to p obate and filed of FEES Letters ............................. $ o~(pU• C~ Short Certificate(s) $ ~y' `~ Renunciation(s) •••••••••••••••• $ .... $ .... $ .... $ .... $ .... $ TOTAL ............................. $ , Form RW-02 rev. 10.13.06 in the above estate as the last Will (and Codicil(s)) of Decedent. Attorney Signature: Supreme Court I.D. No.: 78931 Address: P.O. BOX 127 BOILING SPRINGS pA 17007 Telephone: 717-241-6500 RECORDED OFFICE OF REGISTER OF VVILI-S 2009 OCTOBER 14 CLERK OF ORPHANS' COURT Qe 2 of 2 CUMBERLAND CO., PA Attorney Name: MARK A. MATEYA 105.Rp5 RF_V mi/nq~ 2i-G~-G~f~~ LOCAL REGISTRAR'S CERTIFICATION OF DEATH WARNING: It is illegal to duplicate this copy by photostat a~r photograph. Fee for this certificate, $6.00 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. P 15838700 Certiff~ation Number Local Registrar' Date Issued RECORDED OFFICE OF . REGISTER OF WILLS 2009 OCTOBER 14~ CLERK OF 1 ORPHANS' COURT CUMBERLAND CO., PA iYFEN • Hlasl~ rev Imam COMMONyYEALTH OF PENN8YLVANIA .DEPARTMENT OF HEALTH . VRAL RECORD8 ~"'"` CERTIFICATE OF DEATH (~ ~~slrt1et10ns arld ~xanlplq On rwavs~) ~. 1 tlr tlO . r Yratl ~'' "~•~'~ •~ STATE FILE Ca]arles W ~. s. we a soar s.rtly bmbr a ~a1 ar ~n wh11 ua,1 , otl Male 301 - 18 - 3372 ~' a a A,.. d hY. ~ ~e0 1 Yb 11rar pp /tan ~,r Y. r111r1 a aL FYr d Orb 9 OH Mawr: 84 va. NOV. 8, 1924 Clinton s G , R uq d Orb as Cqr, Boo, Tnp. a UY1a1 e0. Fraq NYau pna YIN~11, aMY 1Y~tl rtl n.M1r) ^ e1 r QiONea ^ OOA ~ hoer ^ Rrbro ^ pw - . 4 Yru Dlrara d lapis plyni Dauphin Harris an..~caen ~'g Harrisburg Hospital ~ rr la lbr Al.lbr ban srr~Ykal. tlc. i~•ae YrbnnwbabrL.bJ 11. DYrrr/tUrrl dwYhr q ~ .Oar11W IL WYY D.oeOra wwMN 13 F11eea11a\60raar a'Yd d YbA KYd ~Y NM ~tl anvil mY bb White P daurnYrrYMry U.S. An1W Fror4 9 II. WYtl BYba: b>,ara. 6rlrary r 8amlary PIS Calepa IN rc a~) ~*m0. oYglrr 130r Pi Lille ®Y ^ YYYa14 1a a1eYhlap 8Fa1rY R ab, aM wrha nm11 r Na Ia°•~+'~-~w~rawlsY.ltaq,bn,atlY.a~ah~ o,nyw~ 12 Married i Georgia Shade 22 N. 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Lbrw i iaWMaary M/rMyY a11a1 rerlMtlam b hb . r. ,W YYlaetl arOmYrrCamr pba, aaa drblY. a.Ky rrmrrratlYa_-_-----__- Q - 3A0.0tl18iOma Wain hr.prA y 3 $ O aabrw.r...rrbawraerrryran,bwagtlrl.hrnreraararamearY,.wpw,rahraw rn-O -- amryyramrwr 10'8- ~ °J . ~ ~~~j~w " cam. /!yA >6. ~'~° °~" ~ ~i~ ~/ i /" T d 7aDy~HN ~P l air ~ a ~ c ~ ~ ` ~ ~i T ~ ~ i7ro 3 ~_,~_/'L ~ . ~ OGTo UMporba Fratl NO. 03A9661 ~ I - 0 9-oq~s LAST WILL AND TESTAMENT OF CHARLES W. WEBER RECORDED OFFICE OF REGISTER OF WILLS 2009 OCTOBER 14~ CLERK OF "y ORPHANS' COURT CUMBERLAND CO., PA I, CHARLES W. WEBER, now of 22 North Old Stone House Road, Clarlisle, Cumberland County, Pennsylvania 17015, do publish and declare this to be m~ Last Will and Testament, hereby revoking all other prior wills and codicils by me. FIRST: (A) Family and Background Information. I am married t:o GEOI I have no children through my present marriage. MARIE WEBER RUSSELL WEBER, JR., LAWRENCE D. WEBER, TIMOTHY F. WEBER and DENISI my children through my previous marriage. My son, CHARLES W. WEBER, daughters PATRICE E. WEBER, MARIE WEBER RUSSELL and DE',NISE h deceased. Throughout this Will, GEORGIA S. WEBER will be referred to as ' spouse", and MARIE WEBER RUSSELL, CHARLES W. WEBER, JR., LAVA WEBER, TIMOTHY F. WEBER, DENISE M. WEBER and PATRICF; E. WE referred to as "my children". The word "issue" will include my children as we: descendants. .GIA S. WEBER. CHARLES W. M. WEBER are iR., and my . WEBER, are my wife" or "my [tENCE D. 3ER will be as my other (B) Appointment of Executor. I name wife, GEORGIA. S. WEBER, to be my Executrix. It is my desire for the Executrix to be remunerated according to loci~l custom. If she predeceases me or is unable or unwilling to serve as an Executrix, I then choos$ LAWRENCE D. WEBER to serve as Executor. I request that no security be required of any Exe~utor. References in my will to my "Executor" are to the one acting at the time, except where otherwise specifically provided. SECOND: FUNERAL AND LAST ILLNESS EXPENSES• TAX~S (A) Expenses of Funeral and Last Illness. Notwithstanding that m~ spouse survives me, I direct my Executrix to pay my funeral expenses from my estate. (B) Taxes. I direct my Executrix to pay any and all estate, inheritance succession, legacy, transfer and other death taxes or duties, by whatever name called, includ~ng any and all interest and penalties thereon, imposed under the laws of any jurisdiction by rea~on of my death, upon or with respect to any and all property included in my gross estate for the p,hzrpose of such taxes, whether such property passes under or outside of this Will. THIRD: DISTRIBUTION OF MY TANGIBLE PERSONAL PROPERTY. I bequeath all of my tangible personal property, including but not limited to clothing, jewelry, heirlooms, furniture, household furnishing, personal effects, motor vehicles, and all other similar articles, which I own ,and the insurance thereon, to my wife, GEORGIA S. WEBER, if she is living at the time of my death, as she may select. Tangible ~ersonal property shall not include: (1) any and all property used by me in any business, (2) cash) on hand or on deposit in banks, (3) stock or securities, (4) any type of evidence of indebtedness, and (5) any life, health or accident insurance policies. If my wife does not survive me, I leave such tangible personal property, to my children living at the time of my death, or to the issue of my children who have predeceased me, per stirpes. If there is any disagreement as to distribution, I direct my Executrix tojmake such distribution. The decision of my Executrix shall be final and binding. Any items not selected or any items which my Executrix considers unsuitable for my children or issue may be distributed or sold in the sole discretion of my Executrix and, if sold, the net proceeds therjefrom shall be added to the residue of my estate. Any such article allocated to a minor may, a~ my Executrix deems advisable, either be delivered to the minor or to any person to safeguard Ion behalf of the minor. FOURTH: DISTRIBUTION OF MY RESIDUAL ESTATE. Upon my death, my remaining estate shall be distributed as follows: (A) The specific sum of One Hundred Thousand Dollars ($100,000.(0) shall be distributed to my son, TIMOTHY F. WEBER, or the surviving issue of my son. The One Hundred Thousand Dollars ($100,000.00) shall consist of the annuity owned by me at the time of my death, payable to TIMOTHY F. BER and the bonds owned by me at the time of my death payable to TIMOTH, F. WEBER. My Executrix shall make up any amount, if necessary, to ensure hat TIMOTHY F. WEBER' S One Hundred Thousand Dollar ($100,000.00) sham is fully funded. (B) The balance of my estate shall be distributed to my wife, GEOR IA S. WEBER. As I state in Article FIRST (A), I acknowledge my son, LAWRENCE D. WEBER, but decline to make a bequest to him under this Will. FIFTH: SPENDTHRIFT PROVISION. No beneficiary shall have the power to anticipate, encumber or transfer h~s or her interest in the Estate in any manner other than by the valid exercise of a Power of Appointment. No part of the Trust Estate shall be liable for or charged with any debts, contracts, liabilities or torts of a beneficiary or subject to seizure or other process by any creditor of a beneficiary.', SIXTH: POWERS OF TRUSTEE AND EXECUTOR. If administration of my estate or trust should be necessary in any jurisdiction where my Executor or my Trustee is unable to qualify, or if my Executor or my "Crustee deems it necessary for any other reason, I give to my Executor and my Trustee the power to designate any individual or corporation with trust powers to serve with my Executor or my Trustee or i~ my Executor's or my Trustee's stead. I request that no security be required of any Executor or T$~ustee, including an Executor or Trustee named pursuant to the preceding sentence. References in ~iy will to my "Executor" and my "Trustee" aze to the one or ones acting at the time, except where otherwise specifically provided. A. Any corporate Executor or Trustee shall receive for its services the compensation for which it is willing to undertake similaz services for others at the time such Services aze rendered, as evidenced by its published fee schedule in effect from time to time, unless it is willing to agree upon a fee that is less than its customary fee. Any individual wtho serves as Executor or Trustee shall be entitled to receive reasonable compensation for hid or her services and, whether or not such individual receives compensation, shall be entitled to Ibe reimbursed for expenses incurred for such services. B. I grant my Executrix and my Trustee the powers set forth in 201~a.C.S. §§ 3311-3332 and 20 Pa.C.S. §§ 7771-7780 respectively. In addition, my Trustee may merge any trust under this will with any trust having the same trustee and substantially thej same dispositive provisions. If at any time after my death the size of any trust under this will is sb small that, in the opinion of my Trustee, the trust is uneconomical to administer, my 'Trustee tray terminate the trust and distribute the assets to the person or persons authorized to receive the itrust income in such shares as my Trustee may deem appropriate. No Trustee who is also an income beneficiary of the trust at issue shall exercise any discretion granted in the preceding sentence. My Executor and my Trustee may distribute tangible personal property passing to a minor to any adult person with whom the minor resides, and that person's receipt shall be a sufficient voucher in the accounts of my Executor and my Trustee. C. It is my express intention that Community Trust Bank have no pert or portion in the administration of my estate. D. It is my desire that my Executrix or alternate Executor, herein above named, consult with Mazk A. Mateya, Esquire, in the handling of my estate, he being familiar with my affairs. SEVENTH: RIGHTS AND LIABILITIES OF THE EXECUTOR (A) No bond or other security shall be required of any Executor. (B) This instrument always shall be construed in favor of the validity of any act or omission by any Executor, and my Executor shall not be liable for any act or omijssion except in the case of gross negligence, bad fath or fraud. Specifically, in assessing the propriety of any investment, the overall performance of the entire trust shall be taken into account. ( C) The Executor shall be entitled to receive reasonable compensation for services actually rendered to my estate, in an amount the Executor normally and custormazily chazges for performing similar services during the time which he performs the services. EIGHT: TAX ELECTIONS. (A) In determining the estate, inheritance and income tax liability relating to my Estate, the Executor's decision as to all available tax elections shall be conclusive on all concerned. If the Executor joins with my spouse in filing income tax returns, qr consenting for gift tax purposes to having gifts made by either of us during my life considered) as having been made one-half by each of us, any resulting liability shall be borne by my Estate) any my spouse in such proportions as they may agree. In accordance with IRC Section 2.362(a) ajnd without regard to whether a Federal estate tax return is actually filed, by Executrix shall alloca(e as much of the Federal Generation Skipping Transfer (GST) exemption amount as will fully exempt any generation skipping transfer which may occur under this Will. (B) The Executrix may, in its discretion, determine the date as of which my gross estate shall be valued for the purpose of determining the applicable tax payable!by reason of my death. ( C) The Executor may, in its discretion, decide whether all or any past of certain deductions shall be taken as income tax deductions (even though they may equal or exceed the taxable income of my estate and whether or not claimed or of benefit on my estate's income tax return) or as estate tax deductions when a choice is available; and in the event that all or any part of such deductions are taken as income tax deductions, no adjustment of incom$ and principal accounts in my estate shall be made as a result of such decisions. NINTH: DEFINITIONS AND GENERAL PROVISIONS. (A) Survival. Any beneficiary, including my spouse, who dies within sixty (60) days after my death shall be considered not to have survived me. (B) Children. Except for discretionary distributions which may be made unequally among a group of persons and distributions pursuant to a valid exercise of a Powter of Appointment, in making a distribution to the children of any person, the propert}r to be distributed shall be divided into as many shares as there aze living children of the person and deceased children of the person who left children who aze then-living. Each living child shall take one shaze and the shaze of each deceased child shall be divided among his then-living descendants in the same manner. ( C) Code. Unless otherwise stated, all references in my Will t:o section and chapter numbers are to those of the Internal Revenue Code of 1986, as amended, or the cprresponding provisions of any subsequent federal tax laws applicable to my estate. (D) Other Terms. The use of any gender includes the other genders, and the use of either the singulaz or the plural includes the other. (E) Captions. The captions set forth in this Will at the beginning of the various divisions hereof are for convenience of reference only and shall not be deemed) to define or limit the provisions hereof or to affect in any way their construction and application; (F) Powers of Appointment aze Exercised: By this Will I do not exercise any Power of Appointment. Executed this ~ ~ y of , 2008. (SEAL) CH RLES W. WEBER Signed, sealed, published, and declared for and as his last will and testament by the testator in our presence, we all being present at the same time; and we, :in his presence and at his request and in the presence of each other, have subscribed our names as. witnesses whereof, all on the date last above written. of u~a~s~. ~,i,~ s~ P~ r~- ~ ~t/I~l G(/f~ OF ~ S 6 fh f7l i // t~~- ~af ~~, ~ s~~, 1 `7o~q COMMONWEALTH OF PENNSYLVANIA CUMBERLAND COUNTY : to wit: Before me, the undersigned authority, on t is date a sonall appeared Charles W. Weber, and ~c ~4 . htia~~yo, ,and c a kw known to me to be the testator and witnesses, respectively, whose names are igned t the foregoing instrument and, all of these persons being by me first duly sworn, Charles W. Weber, the testator, declared to me and to the witnesses in my presence that said instrument is his last will and testament and that he had willingly signed and executed it in the presence of said witnesses as his fret and voluntary act for the purposes therein expressed, that said witnesses stated before me that~the foregoing will was executed and acknowledged by the testator as his last will and testament inl the presence of said witnesses who in his presence and at his request and in the presence of each other did subscribe their names thereto as attesting witnesses on the day of the date of said will and that the testator, at the time of the execution of said will, was over the age of eighteen yrrars and of sound and disposing mind and memory. Sworn and acknowledged before me by CH RLES W. WEBER, the testator, ~~ ~ ~fi~t ~ ,witness, and Q v t, r a {~~~_, wlitness, this Z3 day of Muw1 , 2008. /' Ch es .Weber ~_ Witness Witne s Q. Notary Public My commission expires: COMMONWEALTH OF PENNSYLVANIA Notarial Seal Frances A. Aumiller, Notary Public South Middleton Twp., Cumberland County MY Commission Expiros March 18, 2010 ember Pennsylvania Associatlon of Notaries