HomeMy WebLinkAbout05-18-10 (2)Oath of Personal Representative
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
The Petitioner above-named swears or affirms that the statements in the foregoing Petition are true
and correct to the best of the knowledge and belief of Petitioner and that, as personal representative of the
Decedent, Petitioner will well and truly administer the estate according to law.
n '
.~
Sworn to and affirmed and subscribed G `"`' -~'~ ;T.;~ 1
~ DIANE G. ZIM MAN ~-°c~ ~ 4~
t m ,.,
Before me this ~ ~ day of ~ ~~'~ --
c ,,°~.~
2010. ~-
~~~~~
--r~ ~ ,t
F4a.d,o. a ~- ~o- os2o
Estate of ANNA VIRGINIA SHIELDS _, Deceased.
Social Security No: 202-20-6099 Date of Death: April 16, 2010
AND NOW, , 2010, in consideration of the foregoing Petition, satisfactory
proof having been presented before me, IT IS DECREED that Letters Testamentary are hereby granted to
DIANE G. ZIMMERMAN . in the above estate and that the instrument dated December 8. 2005
described in the Petition be admitted to probate and filed of record as the Last Will of the Decedent.
FEES
Letters ........................
Short Certificate(s)
Renunciation ............. .
Affidavit ( ) ..................
Extra Pages ( )~!!~.!~ ~
Codicil ............................
JCP Fee .......................
Inventory ................. .
Other..~--1nw..~'~cn
TOTAL.........
$30-~
$ llo Oct
~ ~ 5-. o0
$ e?~ .S~
~ S , oc7
$ .SO
of Wills
L - ~ ~--
Attorney Signature:
Attorney: EDMUND G. MYERS
I . D. No: 20558
Address: Johnson, Duffie, Stewart & Weidner,
301 Market Street, P.O. Box 109, Lemoyne, PA 17043-
Telephone: 717-761-4540
`~.a~t ~iCC a~rtb ~egtament
OF
ANNA VIRGINIA SHIELDS
I, ANNA VIRGINIA SHIELDS, of the Borough of Lemoyne, Cumberland County,
Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make,
publish and declare this as and for my Last Will and Testament, hereby revoking and :making void
any and all Wi11s or Codicils ai any time heretofore made by me.
ARTICLE I
DEBTS
I direct the payment of all my legal debts and the expenses of my last illness and funer~
from my Estate as soon after my death as conveniently maybe done. :~
~ °
,
r~
~~
~ ~ ~ ~ I
~.`. .
ARTICLE II ~~~ ~' ~
+..+..
~
TANGIBLE PERSONAL PROPERTY {~~~' c~ ~'~
:~
~ ~:
~ ..:.
I give and bequeath my household and personal effects and other tangible personalty of like
nature (not including cash or securities), together with any existing insurance thereon, unto my
friend, DIANE G. ZIMMERMAN, provided she survives me.
ARTICLE III
REST, RESIDUE AND REMAINDER
I give, devise and bequeath all the rest, residue and remainder of my Estate, of whatever
nature and wherever situate, unto my friend, DIANE G. ZIMMERMAN, provided she survives
rya
;~._. F
i _..
=' c`""1
~r. ;
me. If DIANE G. ZIMMERMAN predeceases me, I give, devise and bequeath the same unto the
FIRST CHRISTIAN CHURCH, 442 Hummel Avenue, Lemoyne, Pennsylvania 17043.
ARTICLE IV
TRANSFER TO MINORS
In the event any beneficiary of my Will has not reached the age of twenty-five (25) years at
the time for distribution of his or her share, distribution of said share maybe made in the discretion
of my Personal Representative after considering the age and needs of the beneficiary, either directly
to the beneficiary or to a Custodian for such beneficiary until age twenty-five (25) under the
Pennsylvania Uniform Transfers to Minors Act, 20 Pa. C.S.A ~ 5301 et seq., or the applicable
Uniform Gifts to Minors Act or Uniform Transfers to Minors Act in the state of residence of such
beneficiary as the case may be. My Personal Representative may designate as such Custodian any
institution or person, including my Personal Representative, qualified to act as a Custodian for such
beneficiary under such Act in effect at the time such distribution is made. A receipt for any
payment or distribution so made shall be a full discharge therefor to my Personal Representative,
who shall not be responsible to see to, or be liable for, the application of such proceeds thereafter.
ARTICLE V
POWERS OF PERSONAL REPRESENTATIVE
My Personal Representative(s) shall have the following powers in addition to those
vested in them by law and by other provisions of my Will applicable to all property, whether
principal or income, including property held for minors, exercisable without court approval and
effective until actual distribution of all property:
A. To make distribution in cash or in kind, or partly in cash and partly in kind, and in
such manner as they may determine.
2
B. To retain any or all of the assets of my estate, real or personal, without restriction
to investments authorized for Pennsylvania fiduciaries, as they deem proper, without regard to
any principle of diversification or risk.
C. To invest in all forms of property without restriction to investments authorized for
Pennsylvania fiduciaries, as they deem proper, without regard to any principle of diversification
or risk.
D. To sell at public or private sale, to exchange, 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 or conditions as they deem proper.
E. To allocate receipts and expenses to principal or income or partly to each as they
from time to time think proper.
F. To compromise any claim or controversy.
G. To make such elections, decisions, concessions and settlements in. connection
with all income, estate, inheritance, gift, generation skipping or other tax refunds and the
payment of such taxes as my Personal Representative shall deem appropriate, without obligation
to adjust the distributive share of any person thereby affected.
ARTICLE V
PERSONAL REPRESENTATIVE
I name, constitute and appoint my friend, DIANE G. ZIMMERMAN, Executrix of this
my Last Will and Testament. Should my friend, DIANE G. ZIMMERMAN, fail to qualify or
cease to so act, I name, constitute and appoint my friend, WILLIAM ZIMMERMAN, Alternate
3
~,
c•. ~ .
;r ~ .
a.
Executor to complete the administration of my estate. I direct that no fiduciary appointed herein
shall be required to post bond for the faithful administration of the duties required in any
jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and
Testament, this ~ ~ day of - ~ 4~- $005 .
e
k N ~ ~' ~ 1"' f +~ ~,d ..S %~ ids (SEAL)
A NA VIRGINIA SHIELDS
Signed, sealed, published and declared by the above-named Testatrix, as and for her Last
Will and Testament, in the presence of us, who at her request, in her presence and in the presence of
each other, have hereunto subscribed our names as witnesses.
4
~ ~ t
• , `~ •f. ~
AFFIDAVIT AND ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA
SS
COUNTY OF CUMBERLAND .
We, ANNA VIRGINIA SHIELDS, ,~,~'~~ ~~ %~ ~ ~~G~ /~~~ and
..~ t,,.~ ~, . ~G'~ ~fl-U S~~ ,the Testatrix and the witnesses, respectively,
whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby
declare to the undersigned authority that the Testatrix signed and executed the instrument as his/her
Last Will and that she had signed willingly and that she executed it as her free and voluntary act for
the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the
Testatrix, signed the Will as witness and that to the best of his/her knowledge the Testatrix was at
that time eighteen years of age or older, of sound mind and under no constraint or undue influence.
ANNA VI INIA SHIELDS
Witness ~
WX~ness
Subscribed, sworn to and a~nowledged before me by ANNA VIRGINIA
SHIELDS, Testatrix, and subscribed and sworn to before me by
/,~ ~ Gf C ~ !~ ~ Sf'~ ~~ C and ~.1/~ t''~ ~'! . ,~0~ /~r9-~ S~`~t1 witnesses,
this ~~ day of ~ ~ C ~ri1 ~ ~,~ „ 2005.
r
Edmund G. Myers
Attorney I. D. #20558
5
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SS
On this, the day of L~ C.~i'~ ~'~~ , 2005, before me, the undersigned officer,
personally appeared EDMUND G. MYERS, Attorney I.D.# 20558, known to me (or
satisfactorily proven) to be a member of the bar of the highest court of Pennsylvania and certified
that he was personally present when the foregoing acknowledgment and affidavit were signed by
the Testatrix and the witnesses.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
C?F PENNSYLW
NOTARIAL SEAL
LORI A. RtCNARD, Notary Public
Lemoyne t3oro., Cumberland County
tVly Commission Expires Nov. i 2, 2Q06
Member, Pertnsytranla Assocharton of Naiades
EGM:ead:263429
r ~ r~ ~ , /~ ~~~~
~ ~ ~- ~tA~`~1~....~ SEAL
( )
Notary Public
6