HomeMy WebLinkAbout04-01-10PETITION FOR PROBATE AND GRANT OF LETTERS
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
Estate of J°nra KaY Nehrt
also known as
Deceased
File Number ~-,r ~ - 1 V ~ ~y V/
Social Security Number 305-38-7584
Jonra DeLee Feldmea and Eric Nehrt
Petitioner(s), who is/are 18 years of age or older, apply(ies) for:
(COMPLETE A' or 'B' BELOW.) `
C'3
® A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is /are the C ~rped i
last Wiil of the Decedent dated and codicil(s) dated ~ _ 'rt• A
(State relevant circumstances, e.g., renunciation, death of executor, etc.) '`~ C7 r -
Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution o£2fl~so~tl~moal~`offer ~'~
for probate, was not the victim of a killing and was never adjudicated an incapacitated person: "~' ~''~ -•- r`'r
..~
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^ B. Grant of Letters of Adminbtration
(If applicable, enter: c.t.a.; db.n.c.t.a.; pendente liter durance absentia; durance minorttate)
(COMPLETE I1V ALL CASES:) Attach additional skeeta ijeecessary.
Decedent was domiciled at death in CUMBERI-AND County, Pennsylvania with his /her last principal residence at
6210TVhi J3rive; Mechanicsburg. Hampton Township. Cumberland County. PA 17050
(Lfststreet Address, rowt/cfty, township, county, state, zip code)
Decident, then 70 ___,,,,,_ years of age, died on Mph 9, 2010 ~ 62 Warrington Road, Dillsburg, PA 17019
bec8dent at death owaeilproperty with estimated values as follows:
(Ifdomiciled in PA) All personal property $_ 't"~ ~ j ~I.~
(Ifnotdomiciled 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 the last Will and Codicil(s) presented with tlus Petition and the grant of Letters iiti the appropriate form to
the undersigned:
Si lure T or 'led name and residence
Jonra DeLee Feldman 64 Warrington Road, Dillsburg, PA 17019
/ ~ Eric Nehrt 62 Warrington Road, Dillsburg, PA 17019
Form RW-02 rev. 10.!3.06 Page 1 of 2
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: (If
Adminrstrotion, c.t.o. or d.b.n.c.t.a., enter date of Will in SecttonA above and complete list of heirs.)
Oath of Personal Representative
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF ~MB~-A~
SS
The Petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing Petition are true end correct to the best of
the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioners}~ will well and truly
administer the estate according to law.
Sworn to or affirmed and subscribed
before ale tiTt_~~ day of
.. , ~
~ ^ ~.. ,
4 or the i er
Stgnahve ofPerso»al Representative
Signature of Personal Representative
File Number ~I - ~ () - ~~
~~I V ~~ ~,
! ofPersonal Rearr~entative ,
Estate of Toms Kay Nehrt Deceased
Social Security Number: 305-38-7584 Date of Death: March 9.2010
AND NOW, ~~ n ~ ~ cs ~ 1 • in consideration of the foregoing Petition, satisfactory proof
having been presented before me, IT IS DECREED that Letters
are hereby granted to Jonra DeLee Feldman and Eric Nehrt
in the above estate
and that the instrument(s) dated ~ - I3.- aC~
described in the Petition be admitted to probate and filed of record as the last Will (and Codicil(s)) of Dectdept... . ~ ,. , r
FEES
~U Register of Wills ~ ~, ~ '
Letters ............... $
Short Certificate(s) ........ $~ - C}=U Attorney Signature:
R
Renunciation(s) .......... $ . .
~~li ... $ t~.Cn.~
{~~ CS ... $ o`~.a~CU
Au -bvnr~ ~ or ... $ 5 . ~
$
...
$
...
$
...
$
...
... $
.. $
TOTAL .............. $ ~~-I.~0.00
Attorney Name:
Supreme Court I.D. No.:
Address:
Telephone:
Form RW-O2 rev. 10.13.06 Page 2 of 2
705.805 REV (Ol/0~)
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 16244685
Certification Number
N,oslar rrEV „ayye COMMONWEALTH OF PENNSYLVANIA .DEPARTMENT OF HEALTH • VRAL RECORDS
TYPE ! PRM w
aPa(~ CERTIFlCATE OF DEATH
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This is to certify that the information here given is
correctly copied from an original Certificate of Death
duly riled with me as Local Registrar. The original
certificate will be forwarded to the State Vital
Retco~rds Office for permanent filing.
!Y ~ ~ 3 ..~ to
Local Registrar Date Issued
OrprNbn Prnr Na D ~i `f(o K3
LAST WILL AND TESTAMENT c7
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JONRA K. NEHRT ~~ ~ ~ ., ~ .; ~ :;
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I, Jonra K. Nehrt, of Mechanicsburg, Cumberland County, Pennsylvania, being of sound
mind and memory, and not acting under duress or undue influence of any person whomsoever,
hereby declare this to be my Last Will and Testament and I do hereby revoke all other former
wills and codicils to wills heretofore made by me. My Social Security Number is 305-38-7584.
I. DEBTS, TAXES AND ADMINISTRATION EKPENSES
I have provided for the payment of all my debts, expenses of administration of property
wherever situated passing under this Will or otherwise and estate, inheritance, transfer, and
succession taxes, other than any tax on a generation- skipping transfer that is not a liability of my
Estate (including interest and penalties, if any} that become due by reason of my death, under the
provisions of THE JONRA K. NEHRT REVOCABLE TRUST AGREEMENT executed by me
on the same date I have executed this Will (my "Living Trust"). If the Living Trust assets should
be insufficient far these purposes, my Executor shall pay any unpaid items from the residue of
• my Estate passing under this Will, without any apportionment or reimbursement. In the
alternative, my Executor may demand in a writing addressed to the Trustee of my Living Trust an
amount necessary to pay all or part of these items, plus claims, pecuniary legacies, and family
allowances by court order.
II. PERSONAL AND HOUSEHOLD EFFECTS
It is my intent that all my personal and household effects were transferred to my Living
Trust as a result of the Comprehensive Transfer Document signed this date. If there are any
questions regarding the ownership or disposition of these assets, it is my desire that such assets
pour into my Living Trust in accordance with the provisions of the section below titled "Residue
of Estate."
III. RESIDUE OF ESTATE
I give, devise and bequeath all the rest, residue and remainder of my property of every
kind and description (including lapsed legacies and devices), wherever situated and whether
acquired before or after the execution of this Will, to the Trustee of my Living Trust, which, as
stated above, was created by me on the same date as the execution of this Will. The Trustee shall
• Last Will and Testament Pa e 1
g
add the property bequeathed and devised by this item to the corpus of my Living Trust and shall
• hold, administer and distribute said property in accordance with the provisions of my Living
Trust, including any amendments thereto made before my death.
If for any reason my Living Trust shall not be in existence at the time of my death, or if
for any reason a court of competent jurisdiction shall declare the foregoing testamentary
disposition to the Trustee under my Living Trust to be invalid, then I give all of my estate,
including the residue and remainder thereof, to the person who is the Trustee (or would have
been the Trustee if the Living Trust were in existence at the time of my death) as Trustee, to be
held, managed, invested, reinvested and distributed by the Trustee upon the terms and conditions
pertaining to the period beginning with the date of my death in the Living Trust, as then
constituted giving effect to amendments, if any, hereafter made, and for that purpose I do hereby
incorporate such Living Trust by reference into this my Will.
IV. POWERS OF EXECUTOR
My Executor shall have the following powers in addition to those conferred bylaw until
all property is distributed:
(a) To retain any real or personal property in the form in which it is received.
(b) To sell at public or private sales for cash and/or credit, to exchange, and to lease
• for any period of time, any real or personal property and to give options for such sales,
exchanges, or leases.
(c) To purchase all forms of property, including but not limited to stocks, bonds,
notes and other securities, common trust funds, life insurance policies and real estate, or any
variety of real or personal property, without being confined to so-called legal investments and
without regard for the principle of diversification.
(d) To purchase securities at a premium or discount and to charge such premium or
credit such discount to principal or income.
(e) To exercise any option arising from the ownership of any investment; to join in
any recapitalization, merger, reorganization, liquidation, dissolution, consolidation or voting trust
plan affecting any investment; to delegate powers with respect thereto; to deposit securities under
agreements and pay assessments; to subscribe for stock and bond privileges; and generally to
exercise all rights of security holders.
(f) To hold property unregistered or in the name of a nominee.
(g) To mortgage, divide, alter, repair and improve real property and generally to
exercise all rights of real estate ownership.
L
Last Will and Testament Page 2
(h} To distribute in cash, in kind, or partly in each, and to cause any share to be
• composed of cash, property, or undivided fractional shares in property different in kind from any
other share.
(i) To compromise claims by or against my estate including but not limited to tax
issues and disputes, without order of court or consent of any parry in interest and without regard
for the effect of such compromise on any interest hereunder.
(j) To borrow money and to pledge any real or personal property as security for the
repayment thereof.
(k) To apply income for the benefit of any incapacitated individual to whom income
may or must be distributed far any reason during the period of incapacity. Income nat so applied
maybe distributed to a custodian or accumulated, invested and if not sooner applied, paid to such
individual upon gaining capacity.
(1) To join with my spouse or my said spouse's personal representative in filing any
joint income tax return, and to join in any gifts made by my said spouse for gift tax purposes
even if this may result in additional liabilities for my estate. Any income or gift taxes due on
such returns and any deficiencies, interest, penalties or refunds thereon shall be allocated
between my estate and my said spouse or my said spouse's estate, or all to any of them, in such
manner as my Executor and my said spouse or my said spouse's personal representative may
agree.
• (m) To apply expenses of my estate permitted as income tax or real estate tax
deductions and to value my estate for estate tax purposes by any method permitted.
(n) To employ accountants, agents, attorneys, investment counsel, brokers, bank or
trust company to perform services for and at the expense of my estate and to carry or register
investments in the name of the nominee of such agent, broker, bank or trust company. The
expenses and charges for such services shall be charged against principal or income.lVly
Executor is expressly relieved of any liability or responsibility whatsoever for any act or failure
to act by, or for following the advice of, such accountants, agents, attorneys, investment counsel,
brokers, bank or trust company, so long as my Executor exercises due care in their selection. The
fact that an Executor may be a member, shareholder or employee of any accounting, investment,
legal or brokerage firm, agent or bank or trust company so employed shall not be deemed a
conflict of interest. Any compensation paid pursuant to this subparagraph shall not affect in any
manner the amount of or the right of my Executor to receive commissions as a fiduciary.
(o) To invest any part of my residuary estate in, or lend money to, any closely-held
business in which I may have an interest at my death for any purposes incident thereto, including
but not limited to expansion and entry into new fields of business provided that only assets
actually invested in such business shall be liable for the debts incurred in its operation.
• Last Will and Testament Page 3
(p) To disclaim any interest in property without court approval.
•
V. EXECUTOR
(a) I appoint Jonra DeLee Feldman, and Eric Nehrt, of as Co-Executors.
(b) My Executor shall not be required to post security in any jurisdiction.
IN WITNESS WHEREOF, I have set my hand and seal to this, my Last Will and
Testament, this ~ day of ~-p,L« , ~lP.
• ~~~~ (SEAL}
J a K. Nehrt
Signed, sealed, published and declared by the above-named Testator, as and for his Last
Will and Testament in the presence of us, who have hereunto subscribed our names at his request
• as witnesses thereto, in the presence of said Testator and of each other.
WITNESS:
~ (~,~
COMMONWEALTH OF PENNSYLVANIA, COUNTY OF CUMBERLAND:
I, Jonra K. Nehrt, the testator/testatrix. whose name is signed to the attached or foregoing
instrument, having been duly qualified according to law, do hereby acknowledge that I signed
and executed the instrument as my Last Will and Testament; and that I signed it willingly and as
my free and voluntary act for the purposes therein expressed.
J a K. Nehrt
~~~- ~ ~~~ ' "' ~ { ~`n ~"~ ~'~~'~~~ ~ Last Will and Testament Page 4
} ~_~.~ Pi~i~a <<~ "y
F~ . ~ 1. ~i ~ 4.1 .~"1
COMMONWEALTH OF PENNSYLVANIA, COUNTY OF CUMBERLAND:
• On this ~ day of L ~ va~6 ,before me, the undersigned
officer, personally appeared Jo a K. Nehrt, known to me (or satisfactorily proven) to be the
person whose name is subscribed to the foregoing Last Will and Testament, who acknowledged
that he or she executed the same as his/her Last Will and Testament.
. ~.. ~ ..I.......aa.,....~..-...-..~..
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~~:
Notary Public _ __._ .__ __. __._._
We, L ~ C-ci ~ and ~ o~ (1ZD ~ ~c ~ ~ ,the
witnesses whose names are signed to th attached or foregoing instrument, being duly qualified
according to law, do depose and say that we were present and saw the testator/testatrix sign and
execute the instrument as his/her Last Will and Testament; that the testator/testatrix signed
willingly and executed it as his/her free and voluntary act for the purposes therein expressed;
that each subscribing witness in the hearing and sight of the testator/testatrix signed the will as a
witness; and that to the best of our knowledge the testator/testatrix was at that time 18 or more
years of age, of sound mind and under no constraint or undue influence.
(SEAL) Residing at: ~~ ~l.D 1(U(L ~ /lp OJC~ s~v~~ ~~
~~ ~..• SEAL} Residing at: 5~1 ~
COMMONWEALTH OF PENNSYLVANIA, COUNTY OF CUMBERLAND:
Subscribed and sworn to before me by both witnesses, this __.L day of ~- ,
~6 .
Notary Public
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Last Will and Testament Page 5