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HomeMy WebLinkAbout01-11-12Reset PETITION FOR GRANT OF LETTERS REGISTER OF WILLS 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 request(s) the grant ~~ Letters in the appropriate form: Decedent's Information Name: John W. Halbert a/k/a: a/k/a: a/k/a: ~ Date of Death: _ / ' -a?5-~Q/ ~ Decedent was dtimiciled at death in Cumberland ~ County, ~ principal residenge at 9 S. Runp Avenue. 17011 Shir Decedent died at Street address, Post Office and Zip Code address, Post Office aad Zip Code City, Estimate of value of decedent's property at death: (Assigned by Register) al Security No: 210-26-5001 at death• 79 (Stare) with his/her last Township or Borough County Borough County State If domiciled in 1Pennsylvania ............................All personal PreP~Y'' $_ 140,000.00 If not domiciled I in Penrusylvania ........................ Personal property in ~ Sylvania $ If not domiciled l in Pennsylvania ........................ Personal property in o my $ Value of real estate in Pennsylvania ......................................... ............... $ 170,900.00 TOTAL EST11V) TED VALUE.... $ 310.900 00 Real estate in Pennsyllvania situated at: 9 South Rupp Ave, 17011 (Anach additional sheen, if necessary.) Street address, Post OftIce and Zip Code 0 A. Petition t~or ,Probate and Grant of Letters Testamentary , Petitioner(s) aved(s) he~she/they is/are the Executor(s) named in the last Will of the thereto dated State relevant circumstances (eg. renunciation, Except as follows: after the execution of the instrument(s) offered for probate Decedent d divorce proceedi~tg wherein the grounds for divorce had been established as defined i adopted; and Degedent was neither the victim of a killing nor ever adjudicated an incaF O NO EXCEP'T'IONS ®EXCEPTIONS ^ B. Petition t1ur Grant of Letters of Administration (If applicabh c.t.a., d.b.n.; If Administration, c.~a. or db.n.Gta., in Except as follows: Decedent was not a party to a pending divorce proceeding wherein in 23 Pa. C.S. § 3323(g) and was neither the victim of a killing nor ever adjudicated an Q NO EXCEPTIONS ®EXCEPTIONS Petitioner(s), afte!•a proper search has/have ascertained that Decedent left no Will and was additional sheets, if necessary): City, Township or Borough County lent, dated October 13, 2011 and Codicil(s) of executor, da) not marry, was not divorced, was not a party to a pending Z3 Pa. C.S. § 3323(g), and did not have a child bom or ;itated person. !.a., pendente life, durante absentia, durante minoritate above and complete list of heirs. he grounds for divorce had been established as defined capacitated person. urvived by the following spouse (if any) and heirs (attach 'Na a Relationshi ' Address ~-O ~"~ ~~--" • `z7 m -n ~ C7 ..z_ ~:l ' r-- ~' ~ ~ _~ ~ C? -n . ; ~ --~ .. dr ~. ~'~ ;~_i ,': r; -~'t Form RW-02 rev. 10/11/2011 !,, Page 1 of 2 Oath of Personal Representative COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } } SS: } ~ ~ *_~.,,!!'iQfficialtJ3C ,Y ~:~~ ~ ~ .. ~ ~: ~:~ f I f~, i I I'~ f Petitioner(s) Printed Name Peti o er(s) Printed ~ `-~ Diane L. Acri-Sheffer 525 North Star Drive Harrisbur t ~,., +`• A 17112 ~~f,,-` ~ ~' i~~~ The Petitioner(s) above-named swear(s) or affirm(s) the sta men in the fore 'ng 'tion true and correct to the best of the knowledge and belief of Petitioner(s) and that, as Personal Representative(s) of e e ent, the ' ' ne s) wil ell truly 'nister the estate according to law. Sworn to or affirmed subscribed before Date 1-'`~ ~o~ me this ~ _, day ~ `, oZ~ Date By: Date For the Register Date BOND Required: Q YES Q NO To the Register of ills: FEES: Please enter my a earance by my signature below: Letters ...................... $ ( 5) Short Certificate(s)..... . ( )Renunciation(s)........ . ( )Codicil(s) ............ . ( )Affidavit(s)........... . Bond ........................ Commission ................. . Other ~ ~ ~ \ ....... . Automation Fee .............. . JCS Fee ..................... TOTAL ..................... $ 9--- Attorn Signatur Printe Name: Janie Walz Scarin i Supre a Court ID Number: 8 47 Firm Name: c ingi & Scaringi, P.C. Address: Phone: '~ 1 -657-7770 Fax: 1 -657-7797 Email: ,' ~ ~~' ~ . ~_ DECREE OF THE REGIS Estate of John W. Halbert F a/k/a: .R No: I - b~ ~~~~U~ AND NOW, ~~ satisfactory proof having :sented before me, IT IS DECREED are hereby granted to Diane L. Acri-Sh the instrtunent(s) dated October 13, 2011 described in the Petition be admitted to probate and filed as in consideration of the foregoing Petition, etters Testamentry _ in the above estate and (if applicable) that Will (and Co il(s)) of Decedent. - ~ ' '' 1 ~(~~ Form RW-02 rev. 10/II/2011 Page 2 of 2 ntus.xos aEV covo~) - _ ~ LOCAL REGISTRAR'S CERTIFIC TION OF DEAT WARNING: It is illegal to duplicate this co b H pY Y p otostat or photograph. Fee for this certificate, $6.00 P 18037839 Certification Number This is to certify that the information here given is correctly copied from an original Certificate of Death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. Local Registrar Date Issued n ~~ `t~ J~~ ~~rn -`_` iii ,~,~ ~_='r %G cr=i ~, . ~a ~~ a NtOSte3 BEV it(LD36 ~~ TrvE / PRINT w COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF H~A PERMM1ENr ~` ~` CERTIFICATE OF DEATH (See instructions and examples on revel t.wm.aoacsa.w(F:a.mm..wtsuRu! .. ,. .Tnhn ar z 5« s. k• M1nt ~rl Ihlew, Uner, a Diue a 9etlr Monte DtlYe t10uf 1YhW 7. erb tleba 79 v,6. i. Couay a Deeri Dec. 18, 1932 Harris~.,,,~.,., PA tk. CAy, Gera Teq. d Deer Ctmlberland as Fsglly Name (tl rot eeelNan, gee atratl ub~) st Pennsboro ~P ,, De~.i r u • Holy Spirit Hospital . „ e .r aeon ~ d IYa Do netere ,Te,eal~l.,«e/IMgtry 72 W« Datmese sw h w u.s. Nnee Fors«'/ t3. tktseer[a Edreson (SWcq Clerk Pos Sew]. i6 tkose f M ~ Y« ^ No leery / E ls2 ~ (p~~ . ei s aiy Aeere« (Shea, qty /town, stns, ap ooo,D Deceeenfs 9 S. Rupp Avenue ApuyResidarce naSlek PerIILSVlva_nig Shiremanstown PA 17011 tn.cnny Ctunberland t6. Fatlrfa Nrna (FireL rrstlOe, len, sabt) PdUl R_ H~73b.+ te. MaMr `+;:~ _ _, _: ~ ~ ~- ;= ~Y ~-. .TH • VITAL RECORDS . _ STATE FILE NUMBER 'wi6M ~. oeee a - ~~ -cnn~ ri....~ . ir. r«~ - 25, 2011 Othsr ^ ER / QiPysa ^ DDA ^ Wy,iq NorrM ^ Deeltlerae ^ Olr - SP•dY: s. w« D.nare a M~ IJti~,? ~~. "e ^ r« ,a ` tmn, ILach, wnrb, ec ~ ~) Whi ItlYI~ W+dh 11. Merhtl Sties: Menke. Nner lirrke, ts. 9xM*q SDaew (tl eth, gve nbben remel Co6B0e (1 a Sr) . Dbpcee (SPesilyj Wl DE Deceeea tiw h a 17c. ^ Y«. Decsdwrt twee h TweWp? tre.I~Ne,Da.entl throe willit Twp. nauetthaka- ShirPllla_nct~ ~~/~ s tRret sunenwt za. 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Hlee ( ay ///~ ~ I ~ I ~ I ~ I ~ ~ ' A a^~ersen wno cgrrwr~a-clew a D«n Inem z>f TyW / Pml Y/ •vr / l , 1 I I lie ~t^~ er, ~/ / r 7 V iJ N1 d ~ z, s~- mot-; ~.; i~, D A ~ Ojl Dkponem Pemn NO. 0693562 '. ~1~~1 OF' ~~~~~ r r. ~~ I, JOHN W. HALBERT, of Cumt ~~ December 18, 1932, being of sound and di; do make, publish and declare this to be my revoking all Wills and Codicils at any time ti FIRST: I direct my Executrix / N commission of five percent (5%) of my Gross Estate, as an expense of my Estate, at such tirr Estate as is convenient for said Executrix / Ex. caringi to my Executrix /Executor even if said Execu~~ ~~ f-f caringi,rc. my Estate. A Full Service Law Firm ~~ ~1 rn ~J ,_ ~~ -~ ... I --f Y . _ '~ d County, Pennsylvania, born ig mind, memory and understanding, Will and Testament, hereby ofore made by me. cutor to pay her or himself a bate Estate, to be paid by my uring the administration of my or. Said commission shall be paid / Executor is also a beneficiary of 2000 Linglestown Road SECOND: I direct payment of the e~ enses of my last illness, funeral and Suite 106 related costs and expenses, and administration a penses from my Estate, be paid by Harrisburg, PA 17110 717-6s7-777o my Estate, as an expense of my Estate, as soon a er my death as conveniently may 717-657-7797 (fax) be done. 14 S. 2nd Street Newport, PA 17074 717-567-0380 Tg_ I direct that all estate, inhe 717-567-0379 (fax) transfer taxes, including any interest and penaltie 44 S. Hanover Street Cazlisle, PA 17013 respect to all property taxable under such law by 717-960-0075 717-960-0074 (fax) such property passes under this, my Last Will an wwwscaringilaw.com be payable by my Estate or by any recipient of ail itance, legacy, succession or thereon, imposed by any law with Cason of my death, whether or not Testament and whether such taxes such property, shall be paid by i my Executor out of the principal of my residt~ estate before distributions are made to any beneficiary, with no right of reimburse ent from any recipient of any such property. ti ,.~~ caringi ~.. ~ (-,, j~ caringi, P.c. A Full Service Law Firm 2000 Linglestown Road Suite 106 Hamsburg, PA 17110 717-657-7770 717-657-7797 (fax) 14 S. 2nd Street Newport, PA 17074 717-567-0380 717-567-0379 (fax) 44 S. Hanover Street Carlisle, PA 17013 717-960-0075 717-960-0074 (fax) K'ww.scaringilaw.com FOURTH: If at the time of my dea~ I am joint owner, co-owner, or owner of any real estate, bank account in any ~ mmercial bank or savings institution bond, or any security or instrument of indebte , ess, which is registered or issued in my name and that of another person or persons tenants by the entirety or as joint tenants with rights of survivorship, or which is ayable to either co-owner or the survivor of them, I give and bequeath all my ri~ t, title and interest in any such property to the surviving joint owner(s) thereo~'. It is my understanding that all right title and interest in any such property will pass ~ , such surviving joint owner upon my death by operation of law, but I do neverth~l ss make these provisions in order to eliminate any question as to the right of any su~ surviving joint owner to succeed to the ownership of such property upon my death, d to provide for the possibility that a true joint tenancy with right of survivorship o~ estate by the entirety was not created during my lifetime. This paragraph shad apply to all assets that I own jointl with another at the time of my death, regardless I y whether such applicable assets were acquired jointly in the first instance or mach joint by me at a later date, and regardless whether such joint ownership was cre~ ed before or after the writing of this, my Last Will and Testament. Again, for p oses of clarity, the joint ownershi provisions of an asset shall apply in every case, w p thout exception. FIFTH: I give, devise and bequeat~l hose items of personal property as set faith in a Separate Memorandum which I shad place with my Will or which shall be found with my important papers in my home, t the person therein designated. In the event that I no longer own a particular item off' ersonal property listed in my Separate Memorandum at the time of my death, t~h n such gift shall lapse, and the intended recipient of same shall not be entitled to ' y substitution or reimbursement 2 therefore. In the event that any intended recipi~ t listed in my Separate Memorandum should predecease me or die witl ~i thirty (30) days of my death, then his or her gift shall lapse and become part of m~ esidual estate. In the event that I leave no Separate Me I orandum, then this Paragraph shall be ignored and my Executrix/tor shall follow th e Paragraphs written below. S- I give and devise any auto obile that I may own at the time of my death to my girlfriend, PATRICIA R. STE id ART, born November 20, 1927, prov ed that PATRICIA R. STEWART surviv s me by at least thirty (30 da s In the event that PATRICIA R STEWART pry . Y eceases me or dies within thirty (30) days of my death, or in the event that I do n~ ~~ death then this P h h own a vehicle at the time of my , aragrap s all be ignored and ~ Executrix/tor shall follow the Paragraphs written below. ' SEVENTH: I give, devise, and bequea~ all the rest, residue and remainder of my estate, whatsoever and wherever situate as llows: a. Fifteen percent (15%) to HOSPI( caringi ~ OF CENTRAL PA, located at ~.~ ~~~' 1320 Linglestown Road, Harrisbur j-. caringi, rc. , PA 17110, for its general A Full Service Law Firm purpOSCS; and b. Fifteen percent (15%) to my Chum , ST. ELIZABETH ANN 2000 Linglestown Road SETON PARISH, located at 310 Suite 106 ertzler Road, Mechanicsburg, PA Harrisburg, PA 17110 17055, for its general purposes; and, 717-657-7770 717-657-7797 (fax) c. Thirty five percent (35%) to my gir ( friend, PATRICIA R 14 S. 2nd Street STEWART, or if she has predece~ d me, then to her Estate; and Newport, PA 17074 717-567-0380 d• Thirty-five percent (35%) to my nib e, DIANE L. ACRI-SHEFFER 717-567-0379 (fax) born July 23, 1962, or if she has pre , eceased me, then to her Estate. 44 S. Hanover Street Carlisle, PA 17013 717-96o-oo7s EIGHTH: I appoint my niece, DIANE'S 717-960-0074 (fax) . ACRI-SHEFFER, as Executrix of this, my Last Will and Testament. Shej www sc i il 1 be permitted to serve as s h . ar ng aw.com uc 3 without bond. In the event that my niece, DIAN L. ACRI-SHEFFER, is unable or unwilling to serve as Executrix, then I appoint m nephew, GLENN W. HALBERT as contingent Executor of this, my Last Will and , estament. He shall be permitted to serve as such without bond. '~I i NINTH: In addition to and withou~ inviting the powers conferred upon my Executor(s) by statute, case law, and by pro' ions hereof, my Executor(s) shall have the following rights and powers exercisable until final distribution of my Estate, without the need for court approval: _ a. To accept and retain any form of al or personal property received by transfer, devise be uest q , or otherwise without b i g required to diversify and without being limited to the types of investment n which fiduciaries are authorized by law to invest. ~~~ b. To invest and reinvest in any fo I f real or personal property without limitation by any law applicable to inves ents by fiduciaries. c• To compromise claims and aband any property that, in my Executor's opinion, is of little or no value ~ caringi . d T b ~ . o orrow from anyone and pledge property as security for caringi, a~' A Full Service Law Firm repayment of any funds borrowed. e• To make distributions in cash or i ind, or partly in each, and to allot 2000 Linglestown Road Suite 106 different kinds of property to different shares w1~ ut regard to differences in the Harrisburg, PA 17110 717-657-7770 income tax basis of such property. Any such desig ation, division, allocation, 717-657-7797 (fax) apportionment or valuation of property shall be bin ing and conclusive on all parties. 14 S. 2nd Street N f. To institute, prosecute and defend y and all legal proceedings; and ewport, PA 17074 717-567-0380 com romise release ad ust and/or settle any debt p ~ ~ ,1 r claim. 717-567-0379 (fax) g. To employ agents including attorn~ s, accountants, and others to 44 S. Hanover Street perfdrm professional or administrative functions ap duties Cazlisle, PA 17013 717-960-0075 717-960-0074 (fax) h. To vote a security in person or by p . xy, to participate in or consent w.vw.scaringilav.com to any merger, reorganization, dissolution, liquida ' n, voting trust plan, or other li i 4 action affecting any securities held hereunder; subscription, and other rights of whatever nat>~a i. To register or hold securities a~l nominee or nominees, including that of a clew- entry form, or to retain securities and/or other permitting transfer by delivery. j • To sell, from time to time, at p~{l encumber, option or otherwise dispose of all or hereunder; to make, execute and deliver deeds, other documents necessary to carry out any of ~] shall specifically include the authority to grant period authorized by law; and to partition, subc~,i restrictions on real estate held hereunder and er~t partition, subdivision, improvement, zoning or k• To disclaim any interest in nron~t my estate by whatever means, including but not beneficiary under a will, as an appointee under t~ caringi appointment, as a person entitled to take by inter ~~ caringi,rc. inter vivos transfer, as a beneficiary under an in~i A Full Service Law Firm an individual retirement account or annuity, and I: 2000 Linglestown Road Suite 106 Harrisburg, PA 17110 717-657-7770 717-657-7797 (fax) 14 S. 2nd Street Newport, PA 17074 717-567-0380 717-567-0379 (fax) 44 S. Hanover Street Cazlisle, PA 17013 717-960-0075 717-960-0074 (fax) w'~s'K'•scaringilaw.com or non-qualified retirement plan. to exercise conversion, or other property in the name of a corporation, a depository, in book >perty unregistered or in a form or private sale, exchange, lease, portion of the assets held ~rtgages, leases, assignments and powers granted hereunder, which yes which extend beyond the ie, improve and impose any into agreements concerning the of such real estate. which would devolve to me or to sited to the following means: as a exercise of a power of ~y, as a donee beneficiary of an ince policy, as a beneficiary under a beneficiary under any qualified 1• To exercise any options available i~l determining and paying income, gift and death taxes in my estate, and to allocate exemption. TENTH: Except where the context in. sing~llar number shall include plural, and vice verse gender shall include the feminine, and vice versa. generation skipping tax gates otherwise, words in the and words in the masculine 5 -~ caringi ~~ ~~ caringi, rc. A Full Service Law Firm 2000 Linglestown Road Suite 106 Harrisburg, PA 17110 717-657-7770 717-657-7797 (fax) 14 S. 2nd Street Newport, PA 17074 717-567-0380 717-567-0379 (fax) 44 S. Hanover Street Carlisle, PA 17013 717-960-0075 717-960-0074 (fax) www.scaringilaw.com IN WITNESS WHEREOF, I have h~l day of OC 1. , 2011. ~ I ~~ set my hand and seal this /~ T (SEAL) The preceding instrument, consisting of his and five (5) other typewritten pages, and the self-proving page that follows, ~ h identified in the margin thereof by the signature of the Testator, was on the date hereof signed, published and declared by the Testator therein named. We, ate is request, in his presence, and in the presence of each other have subscribed our es as witnesses hereto. i M LANI W Z SC NGI (SEAL) ~~~ (SEAL) 6 -~-~ carin~i ~~ caringi, rc. A Full Service Law Firm 2000 Linglestown Road Suite 106 Harrisburg, PA 17110 717-657-7770 717-657-7797 (fax) 14 S. 2nd Street Newport, PA 17074 717-567-0380 717-567-0379 (fax) 44 S. Hanover Street Carlisle, PA 17013 717-960-0075 717-960-0074 (fax) ww~vscaringilaw.com iCOMMONWEALTH OF PENNSYLV (COUNTY OF Ctc ~ (~,~yt„ We, JOHN W. HALBERT, MELAr nee ~~ ~~~- ~ ,the Testator and the signed to the attached or foregoing instrument, declare to the undersigned authority that the Te instrument as his Last Will and Testament and executed it as his free and voluntary act for the each of the witnesses, in the presence and heari v~itness and that to the best of their knowledge 1 years of age or older, of sound mind and under TESTATOR: . SS: WALZ SCARINGI and .es, respectively, whose names are first duly sworn, do hereby .tor signed and executed the the signed willingly, and that he rposes therein expressed, and that of the Testator, signed the Will as Testator was at that time eighteen constraint or undue influence. W. WITNESS: M ANIE WALZ SC NGI WITNESS: i l~ U Sw`bscribed, sworn to and acknowledged before ~ Testator, and subsc'rib'ed and sworn to before me t and yie ~ ~. ~. ~ ~ ,witnesses, this by JOHN W. HALBERT, the MELA/NIE WALZ SCARINGI ay of (~~~-~ ~ !r' , 2011. j Noiz My I NOTARIAL SEAL DOMINIC M FORE Notary Public SUSQUEHANNA TWP, DAUPHIN COUNTY My Commission Expires Jun 2, 2012 Public Expires: 7