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HomeMy WebLinkAbout07-06-11 PETITION FOR PROBATE AND GRANT OF LETTERS REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Estate of JAMES J JEFFREYS File Number -11'"-Q`~ also known as ,Deceased Social Security Number ANN J. CORLE Petitioner(s), who is/are years of age or older, apply(ies) for: (COMPLETE `A' or `B' BELOW.') ?X A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the EXECUTRIX named in the last Will of the Decedent dated and codicil(s) dated (State relevant circumstances, e.g., renunciation, death of executor, etc.) After the execution of the documents offered for probate: Decedent did not mar ;was not divorced; was not a party to a pending divorce proceeding wherein grounds for divorce had been established as provided in Pa. C.S.A. (g); did not have a child born or adopted; was not the victim of a killing; and was never adjudicated an incapacitated person, except as follows: B. Grant of Letters of Administration app ica e, en er: c..a.; .n.c..a.; pe en a de; uran e a senGa; urante minonta e Petitioner(s1, after a proper search, has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs (if Administration, c. t. a. or d.b.n.c.t.a., enter date of Will on Section A above and complete list of heirs); was not the victim of a killing; was never adjudicated an incapacitated person; and was not a party to a pending divorce proceeding wherein grounds for divorce had been established as provided in Pa. C.S.A. § (g), except as follows: Name Relationshi Residence CAROL R. SCOTT Daughter ACORN CIRCLE HUNTINGDON, PA. ANN J CORLE Daughter ALLEGHENY STREET HOLLIDAYSBURG PA (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 W. FOXCROFT DRIVE, CAMP HILL, PA (List street address, town/city, township, county, state, zip code) Decedent, then years of age, died on at W. FOXCROFT DRIVES CAMP HILL ~ PA Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property $ (If not domiciled in PA) Personal property in Pennsylvania $ (If not domiciled in PA) Personal property in County $ Value of real estate in Pennsylvania $ UNKNOWN situated as follows: W. FOXCROFT DRIVE, CAMP HILL, PA. Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of Letters in the appropriate form to the undersigned: Signature Typed or printed name and residence c.:.~ ANN J. CORLE ALLE Y STREET m HOLLIDAY , PA 1 ~L8 r } ; C17 ~ .,.y..~ -...n,. 4 ~y ~ Form RW-OZ Rev. (interim form, pending action by the Court) Copyright (c) form software only The Lackner Group, Inc. 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 affirmet~ ar~d subscribed Signature of Persona/ Representativ ANN J. CORLE before fne this ~;c~h day of f Signature of Personal Representative ~ c_ ~ ~~j ~ / ? Signature of Personal Representative i'"""° tT1 { y ~ ~ ~ r~ t''f1 ~ ~ ~ ~ . For tree R~glster ' L J ~ ~'n ~ i -~..y ~-~r-+ File Number: - ' Q~7~ ~ ~ . Estate of JAMES J JEFFREYS ,Deceased Social Security Number: ~II Date of Death: AND NOW, / ~ ~ v~ , in consideration of the foregoing Petition, satisfactory proof having been presented before me, IT IS DECREED that Letters Testamentary are hereby granted to ANN J. CORLE in the above estate and that the instrument(s) dated described in the Petition be admitted to probate and filed of record as the last Will (and Codicil(s)) of Decedent. FEES Letters $ ~ • ~ a f L ~ Re i er o i Is , Short Certificate(s)..........."' $ ` . Attorney Signature: ~ l Renunciation(s) $ ~ ~r $ 1 Attorney Name: JAMES R HUFF ~TL:S $ ~ o ~,,,Y ~ ~ v Supreme Court I.D. ~ j U $ , FORR, STOKAN, HUFF & $ Address: - 5TH AVENUE $ $ ALTOONA, PA $ Telephone: $ $ TOTAL $ 0 `J~ Form RW-02 Rev. Copyright (c) form software only The Lackner Group, Inc. Page 2 of 2 kytay Ocarrred 32e OPM A Home,) Sbasl. Facbry, Perfomrsd? Avaibbb Prig to Ctxrpletiar ~ Natural ? Hanicide ~ al Cause d Deam? ? Ya ~ No ? Ya ? No ? Aoddent ? Pending IrnesngaNon Time of Iryury 32s. ~Y at Work? N Trenapabtan bwry (Sperry) 32g. Ltxxtion of ktjury (Street. dty! town, state) J ? $uickfe ? C~tdd Not W Determined M ? ris ? No ? DrHer / t)peratar ? Passenger ?Padastrien ~ OUnr • wry: 33x. 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Jeffreys, presently residing in Camp Hill, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do make, publish and declare this to be my Last Will and Testament, hereby revoking all Wills and Codicils previously made by me. 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, which 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 such tax was paid on proceeds of insurance or other property not passing under this Will. If the assets not specifically devised or bequeathed are not adequate for the payment of all such taxes, then the recipients of the property specifically devised and bequeathed shall each pay a pro rata portion of any such tax based upon the valuation of the property received by each such recipient as f finally determined for Federal Estate Tax purposes, or if no such determination is made, then for applicable State Inheritance Tax purposes. ITEM II: I hereby exercise all powers of appointment which I may have at the time of my death in favor of my Executor, PAGE 1 OF 5 PAGES and all property subject to all such powers of appointment shall be included in my estate. ITEM III: I hereby give, devise and bec;ueath all of my estate, whether real, personal or mixed, of whatsoever nature or kind and wherever located, unto my daughters, Ann J. Corle and Carol R. Scott, per stirpes, provided that they survive me by thirty (30) days. ITEM IV: In the event that either Ann :T. Corle or Carol R. Scott predeceases me or does not survive me ]ry thirty (30) days, then the share of my estate which that decreased daughter would have received hereunder I give, devise and bequeath unto the survivor of the two. ITEM V: In addition to such other powers as my Executor may be granted by law, or under previous portions of this Will, he shall have the following powers: a) To retain investments I may have at my death so long as my Executor may deem it advisable to my estate or trust to do so. b) To vary investments, when deemed desirable by my Executor, then to invest in such bonds, stocks, notes, real estate mortgages, or other securities, or in such other property, real or personal, as he shall deem wise, without being restricted to so-called " legal investments " . c) In order to effect a division of the principal of my estate or of any trust or for any other purpose, including any final distribution, my Executor is authorized to make said divisions o:r distributions of the personalty and realty partly or wholly in kind. If such division or distribution is made in kind, said assets are required to be divided or distributed PAGE 2 OF 5 PAGES at their respective values on the date or dates of their division or distribution. d) To sell either at public or private sale and upon such terms and conditions as the Executor may deem advantageous to the estate, or any trust, any or all real or personal estate or interest therein owned by the estate or trust 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 trusts 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 deliver any and all deeds, assignments, options or other writings which may be necessary or desirable, in carrying out any of the powers conferred upon my Executor in this paragraph or elsewhere in my Will. e) To mortgage real estate, and to make leases of real estate. f) To borrow money from any party, to pay indebtedness of mine or of my estate or of a trust, expenses of administration or inheritance, legacy, estate and other taxes. g} To pay all costs, taxes, expenses and charges in connection with the administration of my estate or trust. My Executor shall pay the expenses of my last illness and all funeral expenses. PAGE 3 OF 5 PAGES h) To vote any shares of stock which form a part of the estate or of any trust, 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 or of any trust. ITEM VI: Any person who shall have died at the same time as Testator, or in a common disaster with him, or under such circumstances that it is difficult or impossible to determine who died first, or who shall have died less than thirty days after the death of Testator, shall be deemed to have predeceased him. ITEM VII: I hereby nominate, constitute and appoint my daughter, Ann J. Corle, to be the Executrix of this my Last Will and Testament. My Executrix is specifically relieved from the duty or obligation of the filing of any bond or bonds in this or any other jurisdiction. ITEM VIII: Where appropriate throughout this my Last Will and Testament, all references herein to the singular or the masculine shall include the plural or the feminine, respectively. IN WITNESS WHEREOF, I have hereunto set m.y hand and seal to this my Last Will and Testament, consisting of this page and the preceding four pages, this ~ ~ ~ day of ~ ~ , ames J. of eys PAGE 4 OF 5 PAGES + r We, the undersigned, hereby certify that the foregoing Will was signed, sealed, published and declared by the above- named Testator, as and for his Last Will and Testament, in the presence of us, who, at his request and in his presence and in the presence of each other, have hereunto set our hands and seals the day and year above written, and we certify that at the time of the execution thereof, the said Testator was of sound and disposing mind and memory. J ~ (SEAL) Residing at 1 _ S vn (SEAL) Residing at (SEAL) Residing at PA zE 5 OF 5 PAGES ACRNO~PLEDGMENT COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF DAUPHIN ) I, James J. Jeffreys, 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. Sworn to or affirmed and acl~nowledged before me by James J. Jeffreys, the Testator, this ~ ( ``~~~-hh day of s'~,'~,,~~ , ~~c ~ _ J es J. Je s estator - Notary Public My Commission Expires: Notarial Seat Marcia A. Chismar, Notary Public Lower Paxton Twpp., Dauphin County AFFIDAVIT M Commission Ex Tres Jan. COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF DAUPHIN ) . We `~~~,~tLV~~yu1 C~ Wes, and , the witnesses whose names are signed to the attached or foregoing 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 his Last Will; that the Testator signed willingly and executed it as his 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 or more years of age, of sound mind and under no constraint or undue influence. Sworn to or affirmed an subscribed to before me by ~ / J 'J(- ~..~~~u.~y ~ ~ and witnesses, this ~ day of S ` ~`~v,~.~ 9 7 . Witness Witness Witness (SEAL ) r.. Notar Public My Commission Expires: Notarial Sea! Marcia A. Chismar, Notary Public Lower Paxton Twpp., Dauphin County M Commission Ex Tres Jan.