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HomeMy WebLinkAbout11-09-11PETITION FOR PROBATE AND GRANT OF LETTERS Estate of Henry S Carpenter File Number 21-11 ~' also known as .Deceased Social Security Number COUNTY, PENNSYLVANIA Georpe H Carpenter - 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 04/14/2008 and codicil(s) dated State 2levant circumstances, e.g., renunciation, death of execufor, etc. After the execution of the documents offered for probate: Decedent did not marry; was not divorced; was not a party to a pending divorce proceeding wherein grounds for divorce had been established as provided in 23 Pa. C.S.A. § 3323 (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 (Ifapplicable, enter. c.t.a.; d. b. n. c.t.a.; petlente Ide; durance absentia; durance minoritate) 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 Administration, c.t.a. or d.b.n. c.t.a., enter date of tMll on Section A above and complete List of heirs); was not the victtm 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 23 Pa. C.S.A. § 3323 (g), except as follows: _ __ C7 ___ ~ Name Relationship Residence ~ ~-"M' T.~ ~,", ,,~c7 -, , ~z7 ~ , .-.... :-~u..~y =~ i ~;' -- r-~-' D ~-~ (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 G;;' 307 Asbury Drive Mechanicsburg, Lower Allen, Cumberland, PA 17055 (List street address, town/city, township, county, state, zip code) Decedent, then ~_ years of age, died on 1 011 912 0 1 1 at Holy Spirit Hospital 503 N. 21st Street, Camp Hill, PA 17011 Decedent at death owned property with estimated values as follows: -7 REGISTER OF WILLS OF CUMBERLAND (!f domiciled in PA} (If not domiciled in PA) (If not domiciled in PA) Value of real estate in Pennsylvania situated as follows: All personal property Personal property in Pennsylvania Personal property in County 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: Sinr,att Ira Tvped or printed name and residence _ _ _ ~ George H Carpenter 307 Asbury Drive Mechanicsburg, PA 17055 Form RW 02 Rev. T2-26-2010 (interim form, pending action by the Court) Copyright (c) 2006 form software only The Lackner Group, Inc. Page 1 of 2 Oath of Personal Representative ~'~~-, ~~ ,._ COMMONWEALTH OF PENNSYLVANIA } s ~z~ v.: rr~ ~>~ SS __ } COUNTY OF Cumberland -- ;~-, `-~ ---•r The Petitioners} above-named swear(s) or affirm(s) that the statements in the foregoing Petition are true and ~ to the best of _ `; `- - the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will v~lfiartd truly `;`:~ - ' ' administer the estate according to law. ''11 •~' •° - `,~ ~ -~-, c` t1 Y Swom to or affirme nd subscribed before me this ~ day of >>I For th~g Ister Signature of Personal File Number: 21-11 Signature of Personal Representative Signature of Persona! Representative Estate of Henry S Carpenter ,Deceased Social Security Number: ~0j66-14-8652 Date of Death: 10!1912011 AND NOW, ~~ ~~~ ~~" `--~ ~ ~ ~ , in consideration of the foregoing Petition, satisfactory proof having been presented before me, IT 15 DECREED that Letters Testamentary are hereby granted to~orge I-! ~arnenter in the above estate and that the instrument(s) dated 04/14/2008 described in the Petition be admitted to probate and filed of record as the last Will (and Codicil(s)) of Decedent. FEES Letters .......................................... Short Certificate(s).........l..l<~..... $ •~~ Renunciation(s) ............................ $ ~i~ ~~l $ (~ ~~ ~n C 1 $ ,tom? Attorney Signature: Attorney Name '-~ ~t-~ k Carpenter Jessica L Fisher Supreme Court l.D. No.: ~ \ ~ ~ , C~ Keystone Elder Law P.C. Address: 555 Gettysburg Pike STE C-100 Mechanicsburg, PA 17055 ~ Telephone: TOTAL ................................... $ r~ 717-697-3223 Form RW-OY Rev. 10.13-2006 Copyright (c) 2006 form software only The Lackner Group, Inc. Page 2 of 2 _. _ ~... ~ -~ '. _. ~ i LAST WILL ~ _ __ :~ _,_ C7 t,~ OF r ; -~~ _- . -. ~~ _,~_ '~;c_ _:, HENRY S. CARPENTER mil; ~ ~ - `,_ - - --~, ~: I, HENRY S. CARPENTER, presently of Cumberland County, Pennsylvania, do hereby declare this to be my Last Will, and do hereby revoke all prior Wills and ' Codicils heretofore made by me. 1. I direct that all my legal obligations and personal expenses be paid as soon after my death as may be practicable. 2. I hereby give, bequeath and devise to my sons, REVEREND DR. GEORGE H. CARPENTER, JOHN F. CARPENTER, AND DR. JAMES J. CARPENTER, all of the rest, residue and remainder of my property and estate, of whatsoever nature and wheresoever situate, together with all policies of insurance thereon, share and share alike, equally, per stirpes. 3. I hereby declare that it was not my intention to make provisions in this my Last Will and Testament for any other relative, next of kin, or other person except as provided herein; and the absence of such provision was not due to oversight on my part. 4. No interest of any beneficiary hereunder in either the principal or income of my estate shall be subject or liable in any manner while in the possession of my executor to anticipation, pledge, assignment, sale, transfer, charge or encumbrance, 1 / 122096 whether voluntary or involuntary, or for any liabilities or obligations of such beneficiary whether arising from his or her death, debts, contracts, torts or engagements of any type. 5. Any property, either of income or principal, which is payable or distributable to a minor under this Will shall be transferred to the surviving parents or legal guardian for said minor to be held pursuant to the provisions of the Pennsylvania Uniform Transfers to Minors Act with said surviving parents or legal guardian being hereby nominated as the custodian thereof. 6. Except as otherwise required by law, in the administration of my estate, my executor and successor executor shall individually have the following powers, which may be exercised without leave of court, in addition to those powers as my executors may have by law: (a) To sell, exchange, grant options upon, or otherwise dispose of any property, real or personal, tangible or intangible, or mixed, or interests therein, wheresoever situate, at any time held by them, at public or private sale, for cash or upon credit, in such manner, to such persons, and at such price, terms and conditions as they may deem best, and no person dealing with them shall be bound to see to the application of any funds paid to them. (b) To distribute in cash or in kind, or paxtly in each, and in shares different in kind from other shares, upon any division or distribution of any property which they hold. ~~~ 2 122096 ~~.~ (c) To make from time to time partial distributions in varying amounts to the beneficiaries hereunder prior to final settlement and distribution of my estate, and in connection therewith to determine in their discretion the time or times when such partial distributions may require recomputation of said beneficiaries' proportionate interests hereunder for the equitable allocation of income or on account of changing asset values pending final distribution. (d) In general, to exercise all powers in the management of the assets and property held by them which any individual could exercise in the management of similar property owned in his own right, upon such terms and conditions as to them may seem best, and to execute and deliver all instruments and to do all acts which they may deem necessary or proper to carry out such management and their duties under this Will. 7. I hereby appoint my son, REVEREND DR. GEORGE H. CARPENTER, to serve as executor of my estate hereunder. In the event my son, REVEREND DR. GEORGE H. CARPENTER, predeceases me, or fails to serve or continue to serve as my executor, I appoint my son, DR. JAMES J. CARPENTER, as successor executor of my estate hereunder. My executor and successor executor shall not be required in any jurisdiction to file, enter or post any bond or other security for the faithful performance of their duties hereunder, and shall not be liable for the acts, omissions or defaults of any agent appointed by them with due care. 3 ~d~. ~zzo96 8. Except as otherwise provided in this Will, I direct that all estate, inheritance, legacy, transfer, succession and death taxes, whatsoever nature or kind and by whatsoever jurisdiction imposed, and all interest and penalties thereon, which may be payable or assessed by reason off my death, whether or not with respect to the property passing under this Will, shall be paid out of and charged against the principal in my residuary estate in the same manner as are general administration expenses of my estate so that all property subject to such taxes shall pass free and clear thereof, without apportionment of or reimbursement for such taxes, interest or penalties among any beneficiaries, transferees or other persons interested in such property and without any right of any estate or executor to contribution recovery or collection for the same. IN WITNESS WHEREOF, I, the said HENRY S. CARPENTER, hereby set my hand to this my Last Will, typewritten on and consisting of these four (4) sheets of paper, at the bottom of each of the preceding pages of which I also have placed my initials, on this ~ ~ day of l~r Ildt~- , 2008. ~ HE S. CAR NTER 122096 4 On this ~ ay of 1~7'~~l(L , 2008, HENRY S. CARPENTER, declared to us, the undersigned, that the aforegoing instrument was his Last Will, and he requested us to act as witnesses to the same and to his signature thereon. He thereupon signed said Will in our presence, we being present at the same time. We now, at his request, in his presence, and in the presence of each of us, hereby subscribe our names as witnesses thereto and have placed our initials at the bottom of each of the preceding pages. By so doing, each of us declares that he or she believes this testator to be of sound mind and memory. residing at°~~~" W~N~~ J r ~~'^r ~~ residing at ~3 C+~~.G ~c1. ~~ ~~ti~ ~I-h-~.('~ ~~ residing at ~~ 3 ~~ /1'-~ €~- fh/ ~-. , (~'M o yNc , ~~ 122096 5 COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND I, HENRY S. CARPENTER, testator, whose name is subscribed to the attached foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed such instrument as my Last Will, and that I signed and executed it willingly and as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and a knowledged before me, by HENRY S. CARPENTER, the testator, this tc~tiaday of ~~ 2008. My Commission Expires:COMMONWEALTIi OF PENNSYLVANIA NOTARUL SEAL D'ANN J. GROB, Notary Public Silver Springs Twp., Cumberland County My Commission Expires Ar~rii 19; 2009 122096 (~ COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND We, SS. ~_ S f~~rl u the witness whose names are sed to the attached foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw HENRY S. CARPENTER, the testator, sign and execute such instrument as his Last Will; that such testator signed such instrument willingly and executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of such testator signed such Last Will as a subscribing witness thereto; and that to the best of our knowledge, such testator was at that time 18 or more years of age, of sound mind and under no constraints or undue influence. Sworn or affirmed to and subscribed before me by • Q • ~ ~~--~ iA • 5f~~ u ~S witnesses, this ~ ay of V 008. Notary ublic My Commission Expires: ~QAMMONi~/~ALl r~ ~~ PENNS LVANIA NOTARIAL SEAL D'ANN J. GROG, Notary Public Silver Springs Twp., C~.ertberland County h'iY _ComrrNSSinn Fxnir~c Ar,ril 1.9; 2009 122096 7