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HomeMy WebLinkAbout01-09-12PETITION FOR GRANT OF LETTERS REGISTER OF NVILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Petitioner(s) named below, who is/are 18 years of age or older, apply(ies) for Letters as specified below, and in support thereof aver(s) the following and respectfully requests the grant of Letters in the appropriate form: Decedent's Information Name: Jeanne P. Rosa File No: 21-12 - ~'~~~ _ a/k/a: a/k/a. ~ (Assigned by Register) a/k/a: Social Security No: Date of Death: 10/12/201 Age at Death: 73 Decedent was domiciled at de!~th in Cumberland County, principal residence at 512 South Pitt Street, Carlisle. 17013 Carlisle Decedent died at Berwick Street adds Center Berwick Columbia PA nPA (State) with his/her last l~u.~ ~15~ ~r~~'r5 Cumberland or Post Office and Zip Code Estimate of value of decedent's property at death: If domfciled in Pennsylv~inia ...................... All personal property $ Ifnot domic/led fn Pennstylvania ................ Personal property in Pennsylvania $ If not domiciled in Pennsylvania ................ Personal property in County $ Value of real estate in Pelnosy/vania ................................................................... $ City, Township or Borough County State 2,500.00 ^ TOTAL ESTIMATED VALUE $ 2,500.00 Real estate in Pennsylvania situated at (Attach additional sheets, it necessary.) Street address, Post Office and Zip Code City, Township or Borough County ® A. Petitioner(s) aver(s) that he/ he/they is/are the Executor(s) named in the Last Will of the Decedent, dated 05/28!1996 and Codicil(s) thPrPtn rtafarl State relevant cirwmstances (e.g., renunciation, death o/executor, etc.) Except as follows: after the e' ecution of the instrument(s) offered for probate, Decedent did not mar was not divorced, was not a party to a pending divorce proceeding wherein t e grounds for divorce had been established as defined in 23 Pa. C.S. ~3323(g), and did not have a child born or adopted; and Decedent was either the victim of a killing nor ever adjudicated an incapacitated person. ® NO EXCEPTIONS ~ E~CCEPTIONS ^ B. Petition for Grant of Leiters of Administration (If applicable) c.t.a., d.b.n., d.b.n.c.t.a., pedente tile, durance absentia. durance minoritate If Administration, c.La ord.b.n.c.t.a., enter date of Will in Section A above and comole Q list of heirs. Except as follows: Decedent vas not a party to pending divorce proceeding wherein the grounds for divorce had been established as defined in 23 Pa. C.S. § 3323 (g) ands/ was neither the victim of a ktlling nor ever adjudicated an incapacitated person. ® NO EXCEPTIONS ~ E~(CEPTIONS Petitioner(s), after a proper s~arch has/have ascertained that Decedent left no Will and was survived by the following spouse (if anyJ and heirs (attach additional sheets, ifnecessa ): ~ ,--- _~ -+-+ - - Name Relationship ~.~ Address 'i 7 T c7 - -..... .- r-n t , -~ 4n ` _ ~ -;, Form RUV-~2 rev. 10-11-2011 Copyright (c) 2011 form software only The Lackner Group, Pnc. Page 1 of 2 ! (�� G'� ?.. �... Oath of Personal Representative � , "'" ' �o"'Y COMMONWEALTH OF PENNSYLVANIA } , �,�: �: COUNTYOF Cumberland } SS: ,�, ��.,j _g �,� _ �_}:{ Petitioner(s)Printed Name Petitioner(s)Printed Address - Joseph P.Rosas,Jc 572 South Pitt Street - " Carlisle,PA 17013 dRPf��`r��.'�� I��•�.f ���5�� � i ,';a The Petitioner(s)above-named swear(s)or affirm(s)the statements in t going Petition are true and correct to the best oi the knowledge and belief of Petitioner(s)and that,as Personal Representative(s)of the ce nt,P/ef/�yoner i II uly admin/is/tq�the estate according to law. Sworn to or affirmed and subscribed before � 'N%=' N ��� �'^- oaca � '�`20/2 me lhis�day o/iy�.. -�� � oa�e By: � Gd `� l'� � „- Date Forth gisfer Date BOND Required? � YES � NO To the RegisterofWills: Please enter my appearanee by my signature below: FEES: /j/� Letters.......................................... $ .�.J Attorney Signatur � ( � )Short Certificate(s)......... � �/ ( )Renunciation(s)._........... �� ( )Codicil(s)........................ Affidavit s Prl ed Name: Edward P Seeber 1 ) ( )...................... Bond............................................. Supreme Court Commission.................................. ID Number: 76084 --�' Other �i✓ . 1� � `7� Firm Name: James,Smith,Dietterick 8 Connellv,LLP Address: Suite C400 555 Gettysburg Pike Meehanicsburg, PA 17055 Phone: 717-5333280 Automation Fee............................ S ��`��� Fax: JCS Fee....................................... TOTAL......................................... $ r E-mail: eps�jsde.com DECREE OF THE REGISTER Date of Death: 10I12I2011 Social Security No: � EsWte of Jeanne P.Rosas File No: 21-12 ��.� a/k/a: �ryr�� � AND NOW, , ��e+L_ ,in consideration of the foregoing Petition, satisfactory proof having been resente before me,IT IS DECREED lhat Letters TesWmentary are hereby grented to Jose P.Rosas,Jr. in the above estate and(if applicable)ihat the instrument(s)dated OS12811996 described in the Petition be admitted to probate and filed of record as t ast Will and Codi il(s))of Deced n . � Regi er of Wills /�. ���I ���J Form RW-02 rev fOH i/1017 CopYrigh�(c)2011 form soffwar he Ladne�Group, n� Page 2 of 2 H 105.Rp5 RF_.V m1 m71 _ _ __ LOCAL REGISTRAR'S CERTIFICATION OF DEATH WARNING: It is illegal to duplicate this copy by photostat ar photograph. Fee for this certificate, $6.00 This is to certify that the information here given is correctly copied from an original Certificate of Death . duly filed wit e as Local Registrar. The original ce ' irate w' b forwarded to the State Vital c n3s Offi e fo ermanen fling. P 17809894 r Certification I~Tumber - D Lo al Registrar Date Issued -- ---- -----I--- --- ' -- ---- --___ -~-- ----- -' t'~ _~: -~ ^n _. ~ r -_ ___ ._ -- -- - - __ _ ,-. ~ ,_ L7 ~ ~+, > ~7 C._ . M.. .. ~ r It~E f ~~ ', COMMONWEALTH OF PENNSY4VANIA • DEPARTMENT OF HEALTH • VITAL RECORDS - ~ ~ ~.Ca ~,7 ~wc CERTIFICATE OF DEATH ~ (See Instructions and examplsa on reverse) -~ i 4~. 1~ b 1. Nam. d DaoaOeiA (Fiq mMtle, hat aUh) STATE FILE NUMBER 2. Sex d 9otlel'SSUR/ NumDx t DsY d Dom (Moab, hy, y.eq JEANNE PAULI E ROSAS _ x Aw M1+p aYMey) lido t t s. D.h a S.m a , 7. end p.h a, b. Pha a Dum cn.a~ on. 73 MerA. °"' "." Ya ""' Republic, NapMp: om.r: Feb . 3 , 1 9 3 8 . ' hpaNnl ^ ER Y oappwA ^ oat ^ wMho rlane ^ n.,woara. ^ Orbr - sp.pp- !. caury a D..n Bc. Cdy. Solo. . a Oaam ed F.dry Nenb PI me xulhaax pn ua.l and numWr) 9. Wu Dec.dae a rkparar. Oiipn7 No ^ Yu 10. Naa: AmYinn bMf1n, aaca, N7Yle, sk. Columbia Berw IX Yu. xrdei Ga.n. ISper+fil ck Berwick Hos ital Center '"°~P~bR~^~e~) • 11. D.oedrfaUaa tlavrk tlon mold lad d Wak White ae. Dondpah n' 12 Wu DuMMI ara h Dr 13 DaceMM'. Eduntlu (Spetlfy aYY Mph.Y Or.de anpWad) te. Marlw Stebm' MerAM, N..x MaMM, 15. $uMhig Space. (N Mls, qim maben n.nie) Arm.d Facet U S d e i fig w e Fil J k . . nus sa.y s EMmenary / SeaMary IP12) Copepe (1d a Sa) ' d' D~ /~'~/ e er r ^Y.e Na 12 Widowed Is°"°"r."a~'°°mrea`ISa.a'`pn.."'.'a..'°~"' 477 Bonnieville Road °'pd°^''a Penns lvania AceWRgldenu 17a.Shb y oaodee „< ~reaDeuaeMtmdm Huntington Stillwater, PA 17878 t~ . ,~,r~ Luzerne ,Td.^No, Decedent liVM wi.m 76. Fatl/a NrrolFap, midd., bet eah1 ~. Actual tiara a ~r Boro tS. Motlrele Nam.IFim,mbM, melden p.nanr) Ro Satterle 2Da htamenY. rams Rme /PAM) ~ Joseph Rosas! 200. mbmann Mwm2 Addeo Is.aet o9y f roam, awe. xlp wde) 512 South Pitt Street, Carlisle, PA 17013 2ta McMd d L4peaeon ® ^ ePAtl ^ R lD s • ~ ^ 21b. Dah d D'cepoaiSOn lMauD. Aav. Yur) 21c. Pha a Digbaidon (NMrw d pruhry, n.rnabry a omm phal 21d tnntlu IDM/wm, pab. xip coda) enwm Om hh ' ""' ^oew- rwwaw oas.lfon"'""""° Hanover Townshi reln.fcane.rr COY«^Ne Oct. 13, 2011 Maple Hill Crematory Pr • zz. d la "fie - ~6'~e"'~r ~`'N0n1an0Ad""`aFa~ry Cla ke Piatt F1~ner 1 Home I c 012818-L P O Box 151 rb S tt ~ ~ . . , unse Lake R .,.Hunlac C creek, PA 18621 23.c ap.a.r onayiq 23.. TO m. a h rot awrt.M. a iu a daln n a.am MID. WIb, nand phw (S'ryrybre and eh) 23D. llosnp Nurta `~^ 29c. Op. 5gro. foam. dsy, yaarf -Y .r"'f,Ji ;~ ! prey aup a4.m. ~ • , w~ Lt ~21: ~j 17~ I~ i7 ~ t 1 ' euce 2426 raw b arrPhhO q pwsm - ~ ~'~ eaYx 2a. ihw d Ouei I ~ 23 23. 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Pa.a lMam,aeY waA James Smith MD 70 ~._ 1 _ ( 1 E. 16th St., Berwick, PA 18603 , ~ Y V Y I/ OiWoatlm Pumil Np. ~- OATH OF NON-SUBSCRIBING WITNESS(ES) REGISTER OFIWILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Estate of Jeanne P. Rows ,Deceased Sharon Kingston and Cheryl L. Baker (Pont Name) (Pont Name) (each) being duly qualified according to law, depose(s) and say(s) that she / he /they was /were well- acquainted with Jeanne P. Rosas and am /are familiar with the handwriting an~f signature of the decedent, and that the signature of Jeanne P. Rosas to the foregoing instrurrhent purporting to be the Last Will and Testament/Codicil of Jeanne P. Rosas ~ is in his /her own proper handwriting. (Signature) Sharon King ton 512 South Pitt Street (Street Address) Carlisle, PA 17013 (Cdy, State, Zip) ~ Executed in Register' Office Sworn to or affirmed and ubscribed befo a me thi day of + Cc( 1 1 1. A _ ~ Duty for mister of WiINs (s~na ) ~ Cheryl L. Baker Suite C-400 5.55 Gettysburg Pike (Street Address) Mechancisburg, PA 17055 (City, State, Zip) ~ t -- ~ C7 ..~~ , ~~ ~ - ( _ ~ ~ ~ - , ,.., >c.; ~m :_ r ~xl ~..5-] - r 1 A ~ L.° Form RW ~ Rev. 10.13-?006 Copyright (c) 2006 form software only The Lackner Group, Inc. s ~ -- ~ar ~ _;, rn -- ~,a :J~'` ~~ LAST WILL OF _...~ __ . JEANNE P. ROSAS `" ~i ,, r, '' ' `: :' L:j ( _ I, JEAN~TE P. ROSAS, a resident of Alaseda County, California, declare that this is my will. I hereby revoke all my previous wills and codicils. i ARTICLE ONE INTRODUCTORY PROVISIONS •1.1. M~rital Status. I am not currently married. 1.2. Identification of Living Children. I have four living children by ~ny prior marriage to JOSEPH P. ROSAS, SR., as follows: 1.3. ANG~LA ALEMANIA VAL~RIE D. ROWLEY JOS~PH P. ROSAS, JR. REB~CCA MARIE ROSAS 2.1. ~ personal pro property, to as they beli Date of Birth 7/6/59 1/28/62 4/14/64 1/20/70 I have no deceased children. ARTICLE TWO PARTICULAR GIFTS ble Personal Property. I give all of my tangible y, including my interest in any insurance on that children who survive me, to be divided among them to be in accordance with my wishes. If my 2 children are, not able to agree on a division, the executor shall divide the property as the executor believes to be in accordance with my wishes, the decision of the executor as to this division to be final Viand incontestable by anyone. If none of my children survive me, pr if any of the property is not chosen by the beneficiaries, the undistributed items shall be added to the residue of m~i estate and disposed of accordingly. The term "tangible personal property" includes, but is not limited to, all of my clothi~g, household furniture and furnishings, personal automobiles ~nd all other tangible articles of a household or personal natj~re or my interest in such tangible personal property. ARTICLE THREE RESIDUARY PROVISIONS 3.1. D sposition of Residue. I give the residue of my estate to the trustee of the JEANNE P. ROSAS 1996 TRUST, created under the tr~st agreement executed on the same date as, but immediately }before, the execution of this will, by JEANNE P. ROSAS, as se~tlor and trustee. The trustee of that trust shall add the residue of my estate to the trust principal and hold, administer, end distribute the property in accordance with the provisions oil that trust agreement, including any amendments of that trust agreement that have been made before or after execution of,this will. Dooley & Leibowitz • 3.2. $lternate Disposition of Residue. If the JEANNE P. ROSAS 1996 T~tUST has been revoked, terminated, or declared invalid for zany reason, I give the portion of the residue of my estate not taken to the executor of this will, as trustee, who shall hold, administer, and distribute the property under a testamentary!, trust, the terms of which shall bs identical to the 3 terms of the,JEANNE P. ROSAS 1996 TRUST that are in effect on the date of exec~ition of this will. ARTICLE FOUR EXECUTOR 4.1. Nomination of Executors. I nominate JOSEPH P. ROSAS, JR., my son,'', as executor of this will. If, for any reason, JOSEPH P. RO~AS, JR. fails to qualify or ceases to act as executor, I Dominate REBECCA MARIE ROSAS, my daughter, as executor of phis will. 4.2. Waiver of Bond. No bond or undertaking shall be required of any executor nominated in this will. 4.3. C~~neral Pow~r~ ^~ ~~~^•~}^~ The executor shall have yi.i Vi iAAGVYVVl • full authority to administer my estate under the California Independent administration of Estates Act. The executor shall have .all powers now or hereafter conferred on executors by law, except as ot~erwise specifically provided in this will, including any powers enumerated in this will. 4.4. P~wer to Invest. The executor shall have the power to Dooley & Leibowitz 4 invest estatle funds in any kind of real or personal property, as the executor deems advisable. 4.5. plivision or Distribution in Cash or in Rind. In order to satisfy a,pecuniary gift or to distribute or divide estate assets into shares or partial shares, the executor may distribute or divide these assets in kind, or divide undivided interests in those assetsi, or sell all or any part of those assets and distribute oar divide the property in cash, in kind, or partly in cash and partly in kind. Property distributed to satisfy a pecuniary gift under this will shall be valued at its fair market value at the'time of distribution. 4.6. ewer to Sell. Lease. and Grant Options to Purchase Property. Tie executor shall have the power to sell, at either public or private sale and with or without notice, lease, and grant options to purchase any real or personal property belonging to my estates on such terms and conditions as the executor determines tb be in the best interest of my estate. 4.7. P~vments to Legally Incapacitated Persops. If at any time any beneficiary under this will is a minor or it appears to the executor that any beneficiary is incapacitated, incompetent, or for any other reason not able to receive payments or make intelligent ~r responsible use of the payments, then the executor, in ',lieu of making direct payments to the beneficiary, may make pay~ents to the beneficiary's conservator or guardian; to the beneficiary's custodian under the Uniform Gifts to Minors Dooley & Leibowitz 5 Act or Unifojrm Transfers to Minors Act of any state; to one or more suitable persons, as the executor dee~o~s proper, such as a relative or {a person residing with the beneficiary, to be used for the benefit of the beneficiary; to any other person, firm, or agency for services rendered or to be rendered for the beneficiary'~S assistance or benefit; or to accounts in the beneficiary'~S name with financial institutions. The r®ceipt of payments by any of the foregoing shall constitute a sufficient acquittance ~f the executor for all purposes. ARTICLE FIVE CONCLUDING PROVISIONS 5.1. Definition of Death Taxes. The term "death taxes," as used in this', will, shall mean all inheritance, estate, succession, end other similar taxes that are payable by any person on account of that person's interest in my estate or by reason of my~death, including penalties and interest, but excluding the following: (a~ Any addition to the federal estate tax for any "e~CCess retirement accumulation" under Internal Revenue Code Section 4980A. (b~ Any additional tax that may be assessed under In ernal Revenue Code Section 2032A. (c Any federal or state tax imposed on a "g neration-skipping transfer," as that term is defined in the federal tax laws, unless the applicable tax st tutes provide that the generation-skipping transfer to on that transfer is payable directly out of the as ets of my gross estate. Dooley & Leibowitz ." 6 5.2. g~yment of Death Taxas. Pursuant to the trust agreement executed on the same date as, but ima~diately before, the executio~ of this will by JEANNE P. ROSAS, as settlor and trustee, all!, death taxes, whether or not attributable to property inventoried ~n my probate estate, shall be paid by the trustee from that truest. However, if that trust does not exist at the time of my d~ath, or if the assets of that trust are insufficient to pay the death taxes in full, I direct the executor to pay any death taxes hat cannot be paid by the trustee from the assets of my probate e~tate by prorating and apportioning those taxes among the beneficiaries of this will, as provided in the California Probate Code 5.3. Sfmultaneous Death. If any beneficiary under this will and I d~e simultaneously, or if it cannot be established by clear and co~vincinq evidence whether that beneficiary or I died first, I shad be deemed to have survived that beneficiary, and this will sh~ll be construed accordingly. 5.4. Period of Survivorship. For the purposes of this will, a bens#iciary shall not be deemed to have survived me if that beneficiary dies within ninety (90) days after my death. 5.5. options. The captions appearing in this will are for convenience c~f reference only, and shall be disregarded in determining the meaning and effect of the provisions of this will. 5.6. . If any provision of this will is Dooley & Leibowitz 7 invalid, than provision shall be disregarded, and the remainder of this will shall be construed as if the invalid provision had not been included. 5.7. California Law to Anniy. All questions concerning the validity and interpretation of this will, including any trusts created by t~is will, shall be governed by the laws of the State of California in effect at the tine this will is executed. Executed on May 28, 1996, at Orinda, California. ~ ~~~~~ E P. ROSAS On the date written above, we, the undersigned, each being present at tie same time, witnessed the signing of this instrument b~i JEANNE P. ROSAS. At that time, JEANtdE P. ROSAS appeared to ~s to be of sound mind and meaory and, to the best of our knowledge, was not acting under fraud, duress, menace, or undue influe~ce. Understanding this instrument, which consists of eight (8)',pages, including the pages on which the signature of JEANNE P. RO~AS and our signatures appear, to be the will of // // // // // Dooley ~ Leibowitz 8 JEANNE P. RO~AS, we subscribe our na~as as witnesses thereto. We declare under penalty of perjury under the laws of the State of Cal~.fornia that the foregoing is true and correct. Executed on ~Iay 28, 1996, at Orinda, California. siding at 225 Santa Dominga Avenue WitnessLL Street Address RITA M. ARNOU~D San Bruno , California 94066 City 'ding at Witness KATHLEEN CAS~,GRA E 322 39th Street Street Address Richmond , California City 94806 Dooley & Leibowitz