HomeMy WebLinkAbout12-31-09 (3)PETITION FOR PROBATE AND GRANT OF LETTERS
REGISTER OF WILLS OF CUMBERLAND
Estate of Lester J. H@s8
also known as
COUNTY, PENNSYLVANIA
File Number 21--Qq~ / ~-I S
Deceased Social Secudry Number 166-24-3197
Barbara A. Hanna and Steven M. Hess
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 PetiBoner(s) is/are tha EX@CUtOrB named in the
last W III of the Decedent, dated 02/20/2009 and codicil(s) dated
State relevant cicumstancea, e.g., renurrcien'on, tleeth of esecufor, efc.
Except as follows, Decedent did not many, was not divorced, and did not have a child bom or adopted after execution of 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 AdminisVatlon
e, en c..e.; ..n.c..a.; ne e; ure a n urenem a
Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: (N
Administration, c.t.a. or d.b.n.c.t.a., enter date of Will in Section A above and complete list of heirs.)
Name Relationship Residence n °~
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(COMPLETE IN ALL CASES:) Attach additional sheets if necessary. D _ ,`?ay.~:.i
Decedent was domiciled at death in Cumberland County, Pennsylvania with his /her last pdncipal residence at ~ ' r~
1335 Lambs Gap Road, Mechanicsburg, Hampden Township, Cumberland, PA 17050
(List street address, rown/city, townsh/p, county, state, ap code)
Holy Spirit Hospital, East Pennsboro Township, Cumberland County,
Decedent, then $0 years of age, died on 11/30/2009 at Pennsylvania
Decedent at death owned property with estimated values as follows:
(If domiciled in PA)
(If not domiciled in PA)
(If not domiciled in PA)
Value of real estate in Pennsylvania
situated as follows: None
All personal property
Personal properly in Pennsylvania
Personal property in County
50,000.00
W harefore, Petitioner(s) respecdully request(s) the probate of the last W ill and Codicil(s) presented wiM this Petition and the grant of Letters in the appropdate form to
the untlersigned:
Signature Typed or printed name and residence
Mechanicsburg, PA 17050
~~ r~\I I aceven m. ness isaa v.amos asap noac
\ I,\\`T/^~/)~J Mechanicsburg, PA 17050
Copyright (c) 2008 form softv+are only The Lackner Gmup, Inc. Page 1 of 2
Oath of Personal Representative
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland
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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.
Swom to or affirmed and subscribed
before me this ~ day of
~:~a/j s.z, Zook
e n~ •Ql L/i.. 'rl~iii ~
For the Register
Signafare oiPersonal Representative
File Number: 21-~9. ~Z~S
Estate of Lester J. Hess
Social Secudty Number: 186-243197 Date of Death: 11/30/2009
Deceased
AND NOW, „S ~ / ~~ , in consideration of the foregoing Petition, satisfactory proof
having been presented before m , IT IS DECREED that Letters Testamentary
are Hereby granted to Barbara A. Hanna and Steven M. Hess
in the above estate
and that the instrument(s) dated 0 212 0/2 0 0 9
descdbed in the Petition be admitted to probate and f led of record as the last Will (and Codicil(s)) of Decedent.
FEES '~~~~/~ '
Loners ............................................ $ (~.Ob ~~
Short Certificate(s) ........................ $ ~., tlO
Renunciation(s) ............................. $ ~ Attorney Signature:
$ /,~ Oa Attorney Name:
n~S $ 23.s~
$ Address:
$
$
$ Telephone:
Supreme Court I.D. No.:
~dfe~ttnr, $ S ~-o
James D. Bog
19475
Boger & Hipp Law Offices
One West Main Street
Shiremanstown, PA 17011
717-737-8781
$ 1~~.~
Form RW-02 Rev. f0-f&2006 Copyright (c) 2009 farm software only The Lackner Gmup, Inc. Page 2 of 2
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OATH OF SUBSCRIBING WITNESS(ES~ ~_
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REGISTER OF WILLS ~ ca
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CUMBERLAND COUNTY, PENNSYLVANIA;-~~p~ a ~
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Estate of Lester J. Hess ,Deceased
James D. Bogar and Diane M. Montgomery , (each) a subscribing witness to
(Print Names)
the ®Will ®Codicil(s) presented herewith, (each) being duly qualified according to law, depose(s) and
say(s) that she / he /they was /were present and saw the above Testator /Testatrix sign the same
and that she / he /they signed the same and that she / he /they signed as a witness at the request of
the Testator /Testatrix in her /his presence and in the presence of each other.
One West Main
(Street Address)
Shiremanstown, PA 17011
(City, Stare, Zip)
Executed in Register's Offtce
Sworn to or affirmed and subscribed
before me this day
of ,
Deputy for Register of Wills
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(signature) Diane M. Montgnn
One West Main Street
(Sheer Address)
Shiremanstown, PA 17011
(City, Stale, Zip)
Executed out of Register's Office
Sworn to or affirmed and subscribed
before me this day
of Cem 1~r , ~2,
Notary Public (/
My Commission Expires: I a' ~ ~L./
(Signature and Seal of No[ary or other official quali ted [o
administer oaths. Show date of expiration of Notary's Commission.)
NOTE: To be taken by Officer authorized to administer oaths. Please have present [he original or copy of instmmrnt(s) at time of no[arizafion.
asfh
Form RW-03 rev. 10.13.06
HIDSk05 RAV 191Ip7?
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LOCAL REGISTRAR'S CERTIFICATION OF DEATH
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $6.00
P 16030029
Cer[iHcation Number
This is to certify [hat the information here given is
correctly espied from an original Certificate of Death
duly filed with me as Local Registraz. 'The original
certificate will be forwarded to the Slate Vital
Records Office for penman nt filing.
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Local Registrar Date Issued
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LAST WILL AND TESTAMENT ~ p
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LESTER J. HESS ~'~`
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' 1 t0
I, LESTER J. HESS, of Mechanicsburg, Cumberland Count
Pennsylvania, make, publish and declare this as and for my Last
Will and Testament, hereby revoking all other Wills and Codicils
heretofore made by me.
FIRST: I give and bequeath my gun collection, in equal
shares, to my sons, STEVEN M. HESS and GARY L. HESS, or the
survivor as between the two of them.
SECOND: I devise and bequeath all the rest, residue
and remainder of my estate of whatever nature and wherever
situate, including any property over which I hold power of
appointment and together with any insurance policies thereon, in
equal shares, to my children, LINDA J. BENEDETTO, BARBARA A.
HANNA, SUSAN C. CARDENAS, STEVEN M. HESS and GARY L. HESS,
provided that should any of my children predecease me, I give and
bequeath such child's share unto his or her issue per stirpes by
representation, and if there be a failure of same, then give and
~equeath such deceased child's share, in equal shares, to my
surviving children as provided herein.
THIRD: Should any of my grandchildren not have at-
tained the age of twenty-two (22) years at the time for dis-
tribution to him or her, I give, devise and bequeath the share of
each such grandchild to my hereinafter named Trustee or Trustees,
IN SEPARATE TRUSTS, to hold, manage, invest and reinvest the
shares so received, and to use and apply from time to time such
portion of income and principal for the said grandchild's
education (including college, trade school or other similar
training or education), as my Trustee or Trustees, in their sole
discretion, deem advisable. The Trustee or Trustees, in exercis-
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ing their discretionary authority with respect to the payment of
income or principal of the within Trust to my grandchildren,
shall take into consideration any income or other resources
available to my grandchildren from sources outside this Trust.
Any income or principal not so applied shall be dis-
tributed to each grandchild when he or she attains the age of
twenty-two (22) years. In the event any of my grandchildren die
prior to the termination of this Trust established herein for
their benefit, the interest of said grandchild in said Trust
shall cease with any income and principal being divided evenly
between or among that deceased grandchild's brothers or sisters
or the separate Trusts established hereunder for their benefit
and, in the absence of any brothers or sisters, or any Trusts
established hereunder for their benefit, to my other grandchil-
dren, or the Trusts established hereunder for their benefit, in
equal shares.
FOURTH: In addition to all powers granted to them by
law and by other provisions of this Will, I give the fiduciaries
acting hereunder the following powers, applicable to all proper-
ty, exercisable without court approval and effective until actual
,distribution of all property:
(A) To sell at public or private sale, or to lease,
for any period of time, any real or personal property and to give
options for sales, exchanges or leases, for such prices and upon
such terms (including credit, with or without security) or
conditions as are deemed proper. This includes the power to give
legally sufficient instruments for transfer of the property and
to receive the proceeds of any disposition of it.
(B) To partition, subdivide, or improve real estate
and to enter into agreements concerning the partition, subdivi-
sion, improvement, zoning or management of real estate and to
impose or extinguish restrictions on real estate.
2
(C) To compromise any claim or controversy and to
abandon any property which is of little or no value.
(D) To invest in all forms of property, including
stocks, common trust funds and mortgage investment funds, without
restriction to investments authorized for Pennsylvania fiduci-
aries, as are deemed proper, without regard to any principle of
diversification, risk or productivity.
(E) To exercise any option, right or privilege granted
in insurance policies or in other investments.
(F) To exercise any election or privilege given by the
Federal and other tax laws, including, but not necessarily being
limited to, personal income, gift and estate or inheritance tax
laws.
(G) To make distributions to my herein named benefici-
aries in cash or in kind or partly in each.
(H) To borrow money from themselves or others in order
to pay debts, taxes, or estate or trust administration expenses,
to protect or improve any property held under my will, and for
investment purposes.
(I) To select a mode of payment under any qualified
retirement plan (pension plan, profit sharing plan, employee
stock ownership plan, or any other type of qualified plan) to the
extent the plan or the law permits them to do so, and to exercise
'any other rights which they may have under the plan, in whatever
manner they consider advisable.
FIFTH: I nominate and appoint my daughter, LINDA J.
BENEDETTO, as Trustee of the hereinabove described trusts. In
the event of the death, resignation or inability to serve for any
reason whatsoever of the said LINDA J. BENEDETTO, I nominate and
appoint my son, STEVEN M. HESS, as Trustee of the hereinabove
described trusts. In the further event of the death, resignation
or inability to serve for any reason whatsoever of the said LINDA
3
J. BENEDETTO and STEVEN M. HESS, I nominate and appoint my
daughter, BARBARA A. HANNA, as Trustee of the hereinabove
described trusts. In the further event of the death, resignation
or inability to serve for any reason whatsoever of the said LINDA
J. BENEDETTO, STEVEN M. HESS and BARBARA A. HANNA, I nominate and
appoint my son, GARY L. HESS, as Trustee of the hereinabove
described trusts. I direct that my Trustee shall serve without
bond and shall receive fair and reasonable compensation.
SIXTH: I direct that all inheritance, estate, trans-
fer, succession and death taxes, of any kind whatsoever, which
may be payable by reason of my death, whether or not with respect
to property passing under this Will, shall be paid out of the
principal of my residuary estate.
SEVENTH: I nominate and appoint my children, BARBARA
A. HANNA and STEVEN M. HESS, or the survivor as between the two
of them, Co-Executors of this, my Last Will and Testament. I
direct that my Co-Executors, Trustee or Trustees, as the case may
be, and their successors, shall not be required to post security
or a bond for the performance of their duties in any jurisdic-
tion.
IN WITNESS WHEREOF, I have hereunto set my hand and
seal to this, my Last Will and Testament, this a~day of
~j~~ 2009. ~
..
(SEAL)
LESTER HESS
4
Signed, sealed, published and declared by the above-
named Testator as and for his Last Will and Testament in our
presence, who, at his request, in his presence and in the
presence of each other, have hereunto subscribed our names as
attesting witnesses.
Address
Address
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