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HomeMy WebLinkAbout01-19-11 ETITION FOR PROBATE AND GRANT OF LETTERS REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Estate of ANN T. SHEPLEY File Number a- ~ < < _ ~~ ~, also known as Deceased Social Security Number 180-26-5402 NANCY P. CULLEN Petitioner(s), who is/are 18 years of age or older, apply(ies) for: (COMPLETE 'A' OR 'B' BELOW:) A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is /are the EXECUTOR named in the last Will of the Decedent dated 9/19/2005 and codicil(s) dated NIA JOSEPH M. PUNCH PREDECEASED THE DECEDENT, HAVING DIED ON NOVEMBER 1, 2010 (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 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 Administration (If applicable, enter: c.t.a.; d.b.n.c.t.a.; pendente life; durante absentia; durante minoritate.) Petitioner(s) after a proper search has /have ascertained that Decedent left no Will and was survived by the following spot (if any) and, hairs: (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.) C~ ;,,~, `-~ ` .... .. Name Relationshi Resided ~ C`~ --~,. ..._., _ J ~ . t r ~ ~ ~ `~ 4 w , / ~ /. ~ l (COMPLETE IN ALL CASES:} Attach additional sheets if necessary. Decedent was domiciled at death in CUMBERLAND County, Pennsylvania, with his /her last principal residence at MESSIAH VILLAGE. 100 MT. ALLEN DR MECHANICSBURG PA 17055 CUMBERLAND CTY (List street address, town/citti~, township, county, state, zip code) Decedent, then 90 years of age, died on 1 /12/2011 at MESSIAH VILLAGE. 100 MT. ALLEN DRIVE MECHANICSBURG PA 17055 Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property $ 149.000.00 (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) respectfully request(s) die probate of the last Will and Codicil(sj presented with this Petition and the b ant of Letters in the appropriate form to the undersigned: Signature Typed or printed name and residence ~, ~ NANCY P. CULLEN 1050 JEFFREY DRIVE SOUTHAMPTON PA 18966 Form RW 02 rev. 10.13.06 Page 1 Of 2 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 ~ 3 +~ day of ?n11 1 For the Register Signature of Personal ANCY P. CULLEN Signature of Personal Re~tn-esentaiive Slgnatesre of Pesonal Rel>resentatrve rte:. ~;.n :~ _ ~ ....:~ ,.-= ~ ~.. `~ File Number: ~-~ _ ~ ~ " U d ~~ -~~' Estate of ANN T. SHEPLEY ,Deceased Social Security Number: 180-26-5402 Date of Death: 1 /12/2011 ~' .~ ~7 3 ~ ..Plni.... .._.~ ~..~::,.i __ _ __ u~ _ -- ~~ ~' ~.. _ Ti 4'.~3 ;~~ ~..~ ~~"~ C~ AND NOW, ~ ~ Y1UC~ (l D 1 `t , 2011 , in consideration of the foregoing Petition, satisfactory proof having been presented before me, IT IS DECREED that Letters TESTAMENTARY are hereby granted to NANCY P. CULLEN in the above estate and that the instrument(s) dated 9/19/2005 _ described in the Petition be admitted to probate and filed of record as the last Will (and Codicil(s)) of :Decedent. FEES Letters ............................. $ 260.00 Short Certificate(s) • • • • • • • • • • • • $ 20.00 Renunciation(s) •••••••••••••••• $ JCS .... $ 23.50 .... $ ~.. AUTO/COMPUTER ,.., $ 5.00 Supreme Court I.D. No.: 52653 WILL .... $ 15.00 Address: WIX WENGER & WEIDNER "" $ 508 N SECOND STREET. HARRISBURG .... $ .... $ PA 17108 .... $ $ Telephone: j717~ 234-4182 TOTAL ............................. $ 323.50 Form RW-02 rev. 10.13.06 Page 2 of 2 LOCAL REGISTRAR'S CERTIFICATION OF DEATH WARNING: It is illegal to duplicate this copy by photostat or photograph.. . Fee for this certificate. `~f.O(l P 17027932 Certification Number 105.1.13 REY 11/2006 TYPE. PHWT W PERMANENT BLACK aN1( Il i~ v n r This is to certify that the information here given is correctly copied frort~ an original Certificate of Death duly filed with me as Local Registrar. The original certificate will he forwarded to the State Vital Records Office for ~rmanent filing. Local Registrar Late Issued I C7 ~_ ~~ ~. ~~ t--~"T C'? ~ '` ~1 1 ~~ --:,. n--I _ ~ ., '~! ?~ VCJ' ._, , .~ ~~ ~ J COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS ~ ' ~-..~ ~ ~~ ~.. ~` } CERTIFICATE OF DEATH ~ ~~ ~~~ (See Instructions and examples on reverse) RTATf Glt F Nt1aABER"l "-~ __~ ~ T'1 1. 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W in in ny opilNOn, dtaM OCturrtd M ttM tint. dale. and p4u, and OIr ro tlit ewsNq and nrwitr as srMd.. ^ 31. Name and Addreu d Pwson WTO CampMt« Caust d MWI Intm 27) Type /Pmt 4~SH ~YI/~ 'La /Oo a rut o~ 3a.DwF+.dt .Oty.Y.><, > ~ SA~GAN /1 rn~rtAn/Ks,Bv,CG , Ig9 p0 rv1T ~~ GY~vb ~_~ _ , 0 ,,,~rm,~, 0584904 L )4 ~~ ~« u: '~; '.~~' LAST WILL AND TESTAMENT OF ~~~ ANN T. SHEPLEY ~,.> .~ - _ {-~ ~ ~ _ ~-, ~ ;SIT ~~nn T. Shepley, of Harrisburg, Dauphin County, Pennsylvania, being of __,.; ._ ~~` ~.-~=~sou~.~ and~s~~psing mind and memory, do make, publish and declare this to be my Last -_. ~'~' ~ Willed Tes dent, hereby revoking all Wills and Codicils by me at any time previously W'- J made. Provision for Taxes ITEM I: I direct that all inheritance and estate taxes becoming due by reason of my death, whether such taxes may be payable by my Estate or by any recipient of any property, shall be paid by my Executor out of the property passing under this Will that is not specifically devised or bequeathed, as an expense and cost of administration of my Estate. My Executor shall have no duty or obligation to obtain reimbursement for any such tax paid by my Executor even though on proceeds of insurance or other property not passing under this Will. Specific Bequests ITEM II: I hereby make the following specific bequests: (a) To my stepdaughter, Rosemarie Watkins, of Harrisburg, Pennsylvania, the two cemetery plots at Blue Ridge Memorial Gardens. (b) To my sister, Josephine Cullen of St. Petersburg, Florida, my diamond ring. (c) To my niece, Kathleen McAnaney of Philadelphia, Pennsylvania, my emerald cross pendant. Page 1 of 7 (d) To my niece, Nancy P. Cullen of Southampton, Pennsylvania, my ruby ring. (e) I may have placed with this Will or otherwise made known to my Executor a separate writing giving certain items of personal property to certain individuals. It is my intention that such items shall pass to such individuals to be distributed by my Executor in accordance with such writing. In the absence of such writing, or to the extent it is incomplete or ineffective, then all my property, real, personal, and mixed not specifically bequeathed in this Item II shall be distributed in accordance with Items III and IV herein. ITEM III: I direct that all my household furniture and furnishings, automobiles, books, pictures, jewelry, china, linen, silverware, wearing apparel and all other like articles of household or personal use and adornment be sold and the proceeds therefrom included with my residual estate and distributed pursuant to Item IV hereof. ITEM IV: I give, devise and bequeath all of the rest, residue and remainder of my property, real, personal and mixed, to the following individuals, per stirpes, in the following percentages: (a) Forty-seven percent (47%) to my sister, Josephine Cullen of St. Petersburg, Florida; (b) Forty-seven percent (47%) to my friend, Joseph M. Punch of Harrisburg, Pennsylvania; and (c) Six percent (6%) to my stepdaughter, Rosemarie Watkins, of Harrisburg, Pennsylvania. Appointment of Fiduciaries ITEM V: I nominate, constitute and appoint my friend, Joseph M. Punch of Harrisburg, Pennsylvania, and my niece, Nancy P. Cullen of Southampton, Pennsylvania, or the survivor of them, to be my Co-Executors (herein collectively referred to as "Executor"). In the event of the death, resignation, refusal or inability of both Joseph M. Page 2 of 7 Punch and Nancy P. Cullen to serve as my Executor, I nominate, constitute and appoint my niece, Kathleen McAnaney of Philadelphia, Pennsylvania, to serve as Executor in their place. My Executor and Guardian are specifically relieved from the duty or obligation of filing any bond or bonds. ITEM VI: If at any time any minor child or legally incompetent person shall be entitled to receive any assets hereunder, I hereby nominate, constitute and appoint my Executor to act as Guardian of the assets payable to such person. Said Guardian may receive and administer all assets authorized by law and shall have full authority to use such assets, both principal and income, in any manner said Guardian shall deem advisable for the best interest of such person, including, without limitation, college, university, post-graduate or other education, without securing court order. Said Guardian shall have all the rights and privileges as to the Guardianship and the assets thereof as are herein granted to my Executor as to my Estate and the assets therein. Powers of Fiduciaries ITEM VII: In the settlement of my Estate, my Executor shall possess, among others, the following powers to be executed for the best interest of my beneficiaries: (a) To sell either at public or private sale and upon such terms and conditions as my Executor may deem advantageous to my Estate, any or all real or personal estate or interest therein, whether owned by me severally or in conjunction with other persons or acquired after my death by my Executor, and to consummate said sale or sales by sufficient deeds or other instruments to the purchaser or purchasers, conveying a fee simple title, free and clear of all trust and without obligation or liability of the purchaser or purchasers to see to the application of the purchase money or to make inquiry into the validity of said sale or sales; also, to make, execute, acknowledge and Page 3 of 7 deliver any and all deeds, assignments, options or other writings that may be necessary or desirable in carrying out any of the powers conferred upon my Executor in this Item VII(a) or elsewhere in my Will. (b) To pay all costs, taxes, expenses and charges in connection with the administration of my Estate. My Executor shat! pay expenses of my last illness and funeral expenses. (c) To distribute my Estate in kind or in money. If any assets are distributed in kind, they shall be distributed at their respective value(s) on the date(s) of their distribution. (d) To retain any investments I may have at my death so long as my Executor may deem it advisable to my Estate so to do. (e) To vary investments, when deemed desirable by my Executor and to invest in such bonds, stocks, notes, money markets, real estate mortgages or other securities or in such other property, real or personal, as my Executor shall deem wise, without being restricted to so-called "legal investments." (f) To mortgage real estate and to make leases of real estate. (g) To borrow money from any party to pay indebtedness of mine or of my Estate, expenses of administration or inheritance, legacy, estate and other taxes. (h) To vote any shares of stock that form a part of the Estate and to otherwise exercise all the powers incident to the ownership of such stock. (i) In the discretion of my Executor, to unite with other owners of similar property in carrying out any plans for the reorganization of any corporation or company whose securities form a part of the Estate. (j) To distribute my personal property directly to the Guardian of the person of any minor beneficiaries hereunder. (k) To elect such settlement options as deemed most appropriate by my Executor with respect to any pension, profit sharing or other retirement plan in which I am a participant. Page 4 of 7 (I) To do all other acts in the judgment of my Executor necessary or desirable for the proper and advantageous management, investment and distribution of my Estate. Miscellaneous Provisions ITEM VIII: I hereby exercise all powers of appointment that I may have at the time of my death in favor of my residuary estate, and all property subject to all such powers shall be included in my Estate. ITEM IX: Any person who shall have died at the same time as me, or in a common disaster with me, or who shall fail to survive me by ninety (90) days, shall be deemed to have predeceased me. IN WITNESS WHEREOF, i have set my hand and seal to this my Last Will and Tes``t''ament, consisting of this page, the next two pages, and the preceding four pages this I~TY' da of ,~d~,~..~r~ , 2005. _1____ Y Ann T. Shepley Page 5 of 7 SIGNED, SEALED, PUBLISHED AND DECLARED by the above named Testat Ann T. Shepley, as and for her Will, in the presence of us, who, at her request, in her esence end in the presence of each other, have hereunto subscribed our names as w' nesse~n/ tte tation thereof. Address S- ~ S (~ Address ~ ~// 9 /~O/ t ~,f~~~ rj~ I ~U+~ ~• ~!~Address 'C%~ L~SI~ Uh ~il~/1VP ~~.ShJ~gIIrP ~/¢ / /VJY ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF DAUPHIN I, Ann T. Shepley, the Testator 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 that I signed it willingly and as my free and voluntary act for the purposes therein expressed. Sw rn to or affirmed nd acknowledged before me by Ann T. Shepley, the Testator, this day of (' , 2005. COMMONWEALTH OF PENNSYLVANIA Notarial Seal Ann T. Shepley, Testator Harva Owings Baughman, Notary Public City of Harrisburg, Dauphin County ~~ My Commission Expires July 12, 2008 Member, Pennsylvania Association of Notaries Notary Public My Commission Expires: 7~~~'~~ Page6of7 AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF DAUPHIN We, .Shy ~,. ~~,rc~ lV1 ~G~~CQ ~ . ~t~:~ , and v ~ ,the witnesses whose names are signed to the attached or regoing instrument, being duly qualified according to law, do depose and say that we were present and saw the Testator sign and execute the instrument as her Last Will; that the Testator signed willingly and executed it as her free and voluntary act for the purposes therein expressed; that each subscribing witness, in the hearing and sight of the Testator, signed the Will as a witness; and that to the best of our knowledge, the Testator was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn to or affirmed.and subscribed to before me by l ~~ tlf~, ~ 1 _ d ~ 1'Y1 ,and ~ S ;witnesses, this ~ day of Y` , 2005. ~ COMMONWEAI:I'H OF PENNSYLVANIA ~ Notarial Seal ~~ It S Harva Owings Baughman, Notary Public City of Harrisburg, Dauphin County ~ My Commission Expires July 12, 2008 Member, Pennsylvania Association of Notaries itness F:\dbw\Wiils\Shepley\Ann - Wiil.doc G' Witness ~~ Notary Public My Commission Expires: 7~y/~d~ Page 7 of 7