HomeMy WebLinkAbout12-09-10PETITION FOR PROBATE AND GRANT OF LETTERS
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
Estate of GOLDIE S BARNES File Number ~~" / O "/ 2 O
also known as
,Deceased Social Security Number 188-1',~~372!
Petitioner(s), who is/are 18 years of age or older, apply(ies) for:
(COMPLETE A' OR 'B' BELOW.)
0 A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is /are the EXECUTOR amed in the
last Will of the Decedent dated and codicil(s) dated
(State relevant circumstances, e.g., renunciation, death of executor, etc.)
Except as follows, Decedent did not many, was not divorced, and did not have a child bom or adopted after execution of ~hhi; instruments 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 ltte; durance absentia; dura>}
Petitioner(s) after a proper search has /have ascertained that Decedent left no Will and was survived by the following spo
Administration, at.a. or db.n.c.t.a., enter date of Will in Section A above and complete list of heirs.) te''minoritate)
~Se (if an~and
e~
0
eirs`(If
Name Relationshi
~..
(COMPLETE WALL CASES:) Adacb add~tfonal sheds if necessary.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his /her last principal ijes~dence at
1 i h i r PA 17 r l n w m rl n n
(List street address, town/city, township, county, state, zip code)
Decedent, then 88 years of age, died on 11 /6/2010 at H I 'ri H I I
P nn r T m ill ' P 1 11
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property $ r
(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) respedfitlly request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of I.e~ttdrs in the appr
the undersigned: ate form to
Si Typed or printed name and residence ',
Wells Fargo Bank, N.A. 100 N Queen St Y 0-018
L n r PA 1
04
Form RW-02 rev. 10.13.06
P ge 1 of 2
i I
Oath of Personal Representative
COMMONWEALTH OF PENNSYLVANIA
SS
COUNTY OF CUMBERLAND
The Petitioner(s) above-named swear(s) or affum(s) that the statements in the foregoing Petition aze true alnd correct to
the lrnowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and
administer the estate according to law. ~ „
Sworn to or affirmed and subscribed ~(L`~h~ Q /~Y~1 ` I _~
'~ Si re o Personal Representative
before me the ~_ day of
eat , ~csa_
~~~ ~~~~
For the Register
e best of
Signature of Personal Representative ~'y ~,~y
~. ~ -~r-r
Signature of Personal Representative
t
~, .
File Number: 2~"~~-
Estate of GOLDIE S BARNES
Social,,SO0ecurity Number: 188-12-3729 Date of Death: 11 /6/2010
AND NOW,,~~~~,~~~, ~~ o , ~ consideration of the foregoing
having been presented before me, IT IS DECREED that Letters Testamentary
are hereby granted to WELLS FARGO BANK. N..A.
and that the instrument(s) dated June 27. 2000
described in the Petition be admitted to probate and filed of record a
s
t
he last
Will (and Codicil(s))
FEES //
//
//
_
~[~~LG7/L.~/./.~~ '~t/t~~~
Letters Zo-da
~C
°° Register q
Short Certificate(s) ••..•....... Q .
$ Attorney Signature: _ '-~'~
Renunciation(s) ................ $ -
~; ~ ~ $ /s, a ~ Attorney Name: David H Ra
Jcs .... $ ~.~ o
(Supreme Court LD
No
: 25483
~~ .
.
,.,. $ Address: 1011 Mumr
~~~~ $ Lemoyne
.... $
... • $ PA
.... $
$ Telephone: 717 236-93
TOTAL ............ $ 7`~. ~°
~,
w
,a~~d
satisfactory
in the above estate`
Form RW-02 rev. 10.13.06 Page 2 Of 2
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LOCAL REGISTRAR'S CERTIFICATION OF DEATH
` WARNING: It is illegal to duplicate this copy by photostat or photograph. ~~
• ~
~`
_'for this ;certificate, $6.00 This is to certify tj~~t the info tion here given is
correctly copied frdm an original ertificate of Dea
duly filed with. me as Local Regi tray. The origin
certificate will b~ Iforwaided t the State Vital
Records Office forp~rmanent fill g.
~~~ P ~ssa~9~~
Certification Number.
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IIFV 11800/
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Date. Issued
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Last Will
of
GOLDIE S. BARNES
I, GOLDIE S. BARNES, of Harrisburg, Dauphin County, Pent~s~l~ania,
make this Will and revoke all of my prior wills and codicils. '
Article One
My Family
I am married and my spouse's name is HARRY C. BARNES, JR..
All references to "my spouse" in my Will are to him.
I have no children, living or deceased.
Article ~-o
Distribution of My Property
II
Section 1. Poor Over to My L~ivtng Trust
All of my property of whatever nature and kind, wherever situated, si~a~ll be
distributed to my revocable living trust. The name of my trust is:
GOLDIE S. BARNES and HARRY C. BARNES, JR., Trustees, r'
their successors in trust, under the GOLDIE S. BARNES LIMN
TRUST, da/ted June 27, 2000, and any amendments thereto.
~~
Section 2. Alternate Disposition
If my revocable living trust is not in effect at my death for any I rl~ason
whatsoever, then all of my property shall be disposed of under the trims of
my revocable living trust as if it were in full force and effect on the dat pf my
death. '
Section 3. Testamentary Trust
If my spouse survives me, I authorize my personal representative to ~es~
with the assets of mS' probate estate, if any, or with any property dish
to my personal representative from my Trustee, a testamentary tr
trusts) for the benefit of my spouse and my other beneficiaries unc
same terms and conditions of my revocable living trust as it exists at tl
of mY death. I appoint the Trustee and successor Trustee named
revocable living trust as the Trustee and successor Trustee
testamentary trust(s). The Trustee of my testamentary trust(s) shad t
the administrative and investment powers given to my Trustee
revocable living trust and any other powers granted by law.
My Trustee shall be under no obligation to distribute property dire
personal representative, but rather may distribute such property dirt
the Trustee of the testamentary trust(s). Any property distributed
testamentary trust(s) by the Trustee of my revocable living trustt sl
distnbuted by the Trustee of my testamentary trust(s) in accordance a
terms and conditions of my revocable living trust as it exists on the date
death.
Article Three
Powers of My Personal Representative
t (or
r the
date
my
my
eve all
~ my
my
to
my
be
the
my
My personal representative shall have the power to perform 'acts
reasonably necessary to administer my estate, as well as any powers se ~orth
in the statutes in the State of Pennsylvania relating to the pqw ~s of
fiduciaries.
~s~'~ ~ ~ age 2
~I
'~
__ ~ I
Article Four
Payment of Expenses and Taxes
and Tax Elections '~
Section 1. Cooperating with the Trustee of My Living Trust'
I direct my personal representative to consult with the Trustee of my
revocable living trust to determine whether any expense or tax shall ~ paid
from my trust or from my probate estate. ~,
Section 2. Tsar Elections
My personal representative, in its sole and absolute discretion, may e~Cercise
any available elections with regard to any state or federal tax laws.
My personal representative, in its sole and absolute discretion, mad l~ct to
have all, none, or part of the property comprising my estate for fede state
tax purposes qualify for the federal estate tax marital deduction as '~q ed
terminable interest property under Section 2056(b)(7) of the real
Revenue Code.
My personal representative shall not be liable to any person for de~sions
made in good faith under this Section.
Section 3. Apportionment ',
All expenses and claims and aU estate, inheritance, and death taxes, ' g
any generation-skipping transfer tax, resulting from my death and q-hi are
incurred as a result of property passing under the terms of my rlev ble
living trust or through my probate estate shall be paid without apportio ent
and without rennbursement from any person. However, expenses and 1,
and all estate, inheritance, and death taxes assessed with regard top rty
.~~_
°~ y_~_ ~~ge 3
passing outside of my revocable living trust or outside of my probate's estate,
but included in my gross estate for federal ,estate tax purposes, sell be
chargeable against the persons receiving such p~operiy.
Article Five
Appointment of My Personal Representative
vle. If
in the
I direct that m
y personal representatives not be requu~ed to furm~iti
bond, surety, or other security.
I have initialed all of the pages of this Will, and have signed it on J~nje 27,
2000.
GOLDIE S. BARNES
I appoint HARRY C. BARNES, JR. to be my personal rep
HARRY C. BARNES, JR. cannot act, or is unwilling to act, I
order named, the following successor personal representatives:
First, FIRST UNION NATIONAL BANK.
SIGNED, SEALED, PUBLISHED and DECLARED by the above~t~amed
Testatrix, GOLDIE S. BARNES, as and for her Last Will and Test pnt in
the presence of us who, at her request, in her presence and in the pne ~ce of
each other, all being present at the same time, have hereunto set our h ' ds as
witnesses.
Name ~~~. ~~~~
Name
~~ ~~ ~
II age S
~ ~
~_
COMMONWEALTH of PENNSYLVANIA
COUNTY OF CUMBERLAND
ss
I, GOLDIE S. BARNES, Testatrix, whose name is signed to the attached ~r
foregoing instrument, having been duly qualified according to law, do hereby ~,
acknowledge that I signed and executed the instnunent as my Last Will and
Testament; that I signed it willingly; and that I signed it as my free and volunt~+ act
for the purposes therein expressed.
CCi.,y~d ,
~~ GOLDIE S. BARNES
Sworn and subscribed to before me by GOLDIE S. BARNES, the Testatrix, ~zr June
27, 2000.
., ,,. I',
(SEAL)
Notary Public
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SS
We, ~.~u ~ ?S /'~, ler~ I5c c , r-~ and J ~ n i~~.-- ~ .
the witnesses whose names are signed to the attached or foregoin
instrument, being duly qualified according to law, do depose and say that we
present and saw GOLDIE S. BARNES, Testatrix, sign and execute the instr
as her Last Will and Testament; that GOLDIE S. BARNES signed willingy-
that she executed it as her free and voluntary act for the purposes therein e~q
that each of us in the hearing and sight of the Testatrix signed the Will as will
and that to the best of our knowledge the Testatrix was at the time 18 or mpg
of age, of sound mind and under no constraint or undue influence.
_ L~ j~~~ .
Sworn to and subscribed ore me on June 27, 2000.
(S~-) Notary Public
~~ ~~~~Y~E--~~ OarM~