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HomeMy WebLinkAbout02-07-12PETIT ON FOR GRANT OF LETTERS REGISTER OF WILLS OF COUNTY, PENNSYLVANIA Petitioner(s) named below, who is/are 18 years of aje or older, apply(ies) for Letters as specified below, and in support thereof aver(s) the following and respectfully request(s) the grant of Letters in the appropriate form: Decedent's Information Name• f-- a!kla: ~} a/kla: a(IJa: Date olDeath: ~n f ~--- Decedent was domiciled at death in I principal residence at [~ n,~1~~ru ~~ r v..,, f Q~t'nn and Zip Decedent died at / 'r`*~Y l.SL3u~f -t-~3 fiD, ~•~• ~.,'.r .,, r ~~ 1 Street address, Poet Office a Zip Code Clty, Township or rough Estimate of value of decedent's property at death: Ijdomicrled in Pennay/vania ..................... ....... All personal property Ijnot damkiled i» Prn»sylvania ................. ....... Personal property in Pennsylvania ljnot domkited in Pennsylvanra ................. ....... Persoual property in Coutay Vattte ojrea/estatein Penxsylvaxia ............... .......................................... TOTAL ESTIMATED VALUE... , File No • ~~ ~'~ ~ 0~ `~ (Assigned by Register) Social Security No: 1'1- . 3~ ~~D~ ~ • Age at death: `7_'C ~~~"' (Score with his/her last ~~' ~ City, Townrhlp or Borough County State s~~*4~ S r+ ! _ Real estate in Pennsylvania situated at: (Arrxh additional sheen, ijnecessary.) Street address, Post Office and Zip Code Clty, Township or Boroua~ ffi ~' T7 ~ Q~A. Petition for Probate and Grant of Letters Testamentary ~ ~'~ Petitioner(s) aver(s) helshe(they islaze the Executor(s) named in the last Will of the Decedent, dated - e1-- a thereto dated ~ State relevant circumstances (eg. renuncintion, death of executor, ere.) ~ C~~. t7p `.., --, ... V Coua~},~,t 3 -* ~ ~,., tuLCodic dY-• -~ Exeeptasfollows: after theexeeutionoftheinsttvment(s)offeredforprobateDecedetttdidnotmatry,wasnotdivorced,wasnotapartytoapending divorce proceeding wherein the grounds for divorce had been established as defined in 23 Pa. C.S. § 3323(8), and did not have a child born or adopted; and Decedent was neither the victim of a killing nor ever adjudicated an.incapacitatedpersan. NO EXCEPTIONS [EXCEPTIONS ^ B. Petition for Grant of Letters of Administration (if applicable) c.t.a., d.b.n., db.n.c.ta., pendentelite, durunteubsentia, duranteminoritate If Administration, c.t.a. or db.n.c.ta., enter date of Will in Section A above and complete list of heirs. Except as follows: Decedent was not a party to a pending divorce proceeding wherein the grounds for divorce had been established as defined in 23 Pa. C.S. § 3323(8) and was neither the victim of a killing nor ever adjudicated an incapacitated person. ^NO EXCEPTIONS ^ EXCEPTIONS Petitioner(s), afters proper search haslhave ascertained that Decedent left no Will and was survivedbythe following spouse(ifany) andheirs (attach additions! sheets, ijnecessary): Relation Form RW-n1 ,-w, lnntimrt Page 1 of 2 Oath of Personal Representative COMMONWEALTH OF PENNSYLVANIA } } SS: COUNTY OF } ~t~)tJ~.~ ~J~F~ ,.,. T~. '~ ,~' :~.~;t~S ~ti .~ .. otr,~~ai v x.012 F 8 -~ Pt1 ~' S2 The Petitioner(s) above named swear(s) or affum(s) 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, the Petitioner(s) `~ well and truly administer the estate acco~rd~in_g toy law. Sworn tt~gr,~#'fitmed d subscribed before ~~ {~ [ r a~'`~~ Date ~ 7 me his • r" , ) , ~ ~- ~ Date By: Date . or he ea Date BOND Required: ]YES ~10 To the Register ojWi(ts: FEES: J ~ Please enter my appearance 6y my signature below: Letters ...................... S ! ~ .Attorney Signature: (~ ~ )Short Certificate(s)...... ( )Renunciation(s)........ . ( )Codicil(s) ............ . ( )Affidavit(s)........... . Bond ........................ Printed Name: Commission . .............. . . Supreme Court Other ~d~ ........ ~ ID Number: .... , . Firm Name: ........ Address: ....,. Phone: Automation Fee ............... ~ Fax: JCS Fee ..................... Email: TOTAL ..................... S , DECREE OF THE REGISTER Estate of alk/a: File No: O~/ ` ~°~ Gj ~ / AND NOW, ~~~ , °~ ~ ~ , in consideratyon of the foregoing Petition, satisfactory proof having been p e ented before me, IT IS ECREED that ttQ~~ ~ ~~~rR~G~ZLt..I are hereby granted to ~ilYl ~, ~R,'r~-t~~l n in the above estate and (if applicable) that the instrument(s) dated - o~• described in the Petition be admitted o probate and record as the last of Wills (and Codicil(s)) of Form RW-02 rev. rrunnnri Page Z of H1U5.805 REV (9!1 U /~ _ /~ LOCAL REGISTRAR'S CERTIFICATION OF DEATH 1 WARNING: It is illegal to duplicate thls copy by photostat or photograph. Fee far this certificate, $6.00 P 18242211 Certification Number TYPe/MM In -\Iln•MM This is to certify that the information here given correctly copied from an original Certificate of Dear duly filed with me as Local Registrar. The origin: certificate will be forwarded to the State Vita Records Office for permanent filing. ~~'1.GV`~DYL ~ FEB 0 '5 201 Local Registr m ~ 'sued ~ ~r-:~.r ~~~ ~~_ ~: ~I •J+~ COMMONW(ALTN O/ /fNNtYf,V-.NIA r D\-I.h'IM/NY D/ NYITM ^ VRI.L RfCORDi t)Oan PmP Stuw Calvert F \• Y 7 b p •177-30-8036 • .75 eun , (nuw !M r O •Sept ember 15. 193 n.. fllN1 (coY . IMP el' r• Mry MN • r- Y • Ne. 162 {. o.gan Road ~Y.w ap.r.M lnXiR In Carroll twq. o r k f.. 11e•1MM• e•r.l o Ne, Me.dP11t lw.a ydP11n nlnlb e1 NaY/se.P. n R ^~ M • .n• M.nP b m• ep YN NY O UnIN1eMII Q DNM•r Q NMr MrITI•tl ~ URhMMII . - -~' Nom•r S'C U111 - ,us Nar Shol1• Der •r ,e . •M s<. 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Pn0 dw w1bP wu•P(! rM m.nn p•tN f W1•tYrt N / Thlr M prtM• UwnN NY.nNt/}•7/ !~, ~I~~^ e. ~ M • T J ~ ss~ N • e/~r.V T•n MPntr ._ ~ 3 PuM•hNn MTIh NO. 2 f' / I ~/O~ RRV Pf/]OSS __ .. LAST WILL AND TESTAMENT OF JOAN CALVERT LAMBERT f~f_Ct3R!'~~ ~,?r~l~E ~ ~~`i~i~^ (c ~~,~ 1 c 2alZ FEB -7 PM f ~ S2 CLERK OF ORPHAt+!'S C4URj Ci~~~t~~~ ~~.. ~ I, Joan Calvert Lambert, a resident of the Commonwealth of Pennsylvania, make, publish and declare this to be my Last Will and Testament, revoking all wills and codicils at any time heretofore made by me. I live with my husband who retired from the military service of the United States. FIRST: I duect that the expenses of my last illness and funeral, the expenses of the administration of my estate, and all estate, inheritance and siaulaz taxes payable with respect to property included in my estate, whether or not passing under this will, and any interest or penalties thereon, shall be paid out of my residuary estate, without apportionment and with no right of reimbursement from any recipient of any such property (including reimbursement under Section 2207B of the Internal Revenue Code). SECOND: It is my desire that, ugon my death, I be buried at Blue Ridge Memorial Gazdens, Harrisburg, Pennsylvania. TIiIRD: I authorize my Executor, in addition to any rights conferred by law and in the absolute discretion of my Executor, and without the consent of any court having jurisdiction over my estate, to disclaim or renounce, in whole or in part or with respect to specific amounts, parts, fractional shares or assets, any legacy, devise, or interest in or privilege or power over any trust or other disposition provided for my benefit under the will or other instrument of any person at any time within nine months after the date of the transfer (whether by reason of such person's death or otherwise) which created an interest in me. I authorize any person, in addition to any rights conferred by law, at any time within nine months after my death, to disclaim or renounce, in whole or in part or with respect to specific amounts, parts, fractional shares or assets, any devise, legacy, interest, right, privilege, or power granted to that person by this will. Any such disclaimer or renunciation shall be made by a duly acknowledged, irrevocable, written instrument executed by that person or by his or her conservator, guardian, committee, executor, or administrator, delivered to my Executor and filed in accordance with any requirements of applicable law. FOURTH: I give all the rest, residue and remainder of my property and estate, both real and personal, of whatever kind and wherever ]orated, that I own or to which I shall be in any manner entitled at the time of my death (collectively referred to as my "residuary estate"), as follows, pursuant to and consistent with the terms and conditions of aPre-Nuptial Agreement (hereinafter "Agreement") entered into on September 18, 2001 between my husband, Jerry Lambert, and myself (a) If my children (Kim Patterson, Kelly Calvert Gustafson, and Robert Calvert or any of them) shall survive me, to those of my children who survive me, and to the issue who survive me of those of my children who shall not survive me, per stiroes. (b) If none of the beneficiaries under clause (a) above shall survive me, my residuary estate shall be paid and distributed to Jerry V. Lambert if he shall survive me. (c) If none of the beneficiaries described in clauses (a) and (b) above shall survive me, then I give my residuary estate to those who would take from me as if I were then to die without a will, unmarried and the absolute owner of my residuary estate, and a resident of the Commonwealth of Pennsylvania. FIFTH: If any property of my estate vests in absolute ownership in a minor or incompetent, my Executor, at any time and without court authorization, may: distn~bute the whole or any part of such property to the y >~ -iG" ~~ beneficiary; or use the whole or any part for the health, education, maintenance and support of the beneficiary; or distribute the whole or any part to a guardian, committee or other legal representative of the beneficiary, or to a custodian for the beneficiary under any gifts to minors or transfers to minors act, or to the person or persons with whom the beneficiary resides. Evidence of any such distribution or the receipt therefor executed by the person to whom the distribution is made shall be a full dischazge of my Executor from any liability with respect thereto, even though my Executor may be such person. If such beneficiary is a minor, my Executor may defer the distribution of the whole or any part of such property until the beneficiary attains the age of eighteen (18) yeazs, and may hold tbe same as a separate fund for the beneficiary with all of the powers described in Article SEVENTH hereof. If the beneficiary dies before attaining said age, any balance shall be paid and distributed to the estate of the beneficiary. SIXTH: I appoint my daughter, Kim Patterson to be my Executor. If my daughter, Kim Patterson shall fail to qualify for any reason as my Executor, or having qualified shall die, resign or cease to act for any reason as my Executor, I appoint my daughter, Kelly Calvert Gustafson as my Executor. I direct that no Executor shall be required to file or furnish any bond, surety or other security in any jurisdiction. SEVENTH: I grant to my Executor all powers conferred on executors under the Pennsylvania Probate, Estates and Fiduciaries Code, as amended, or any successor thereto, and all powers conferred upon executors wherever my Executor may act. I also grant to my Executor power to retain, sell at public or private sale, exchange, grant options on, invest and reinvest, and otherwise deal with any kind of property, real or personal, for cash or on credit; to borrow money and encumber or pledge any property to secure loans; to divide and distribute property in cash or in kind; to exercise all powers of an absolute owner of property; to compromise and release claims with or without consideration; and to erxq~loy attorneys, accountants and other persons for services or advice. The term "Executor" wherever used herein shall mean the executors, executor, executrix or administrator in office from time to time. EIGHTH: I direct that for purposes of this will a beneficiary shall be deemed to predecease me unless such beneficiary survives me by more than thirty days. The terms "child" and "children", as used in this will, include not only the child and children of the person designated, but also the legally adopted child and children of such person. The term "issue" includes not only the children and other issue of the person designated, but also the legally adopted children and issue of such person. NINTH: I may leave a letter of intent with the executed copy of this will for the purpose of giving guidance to my Executor concerning the distribution or sale of certain items of my property. I request, but do not require that my Executor honor my wishes therein expressed. This document was prepared under the authority of 10 U.S.C. § 1044 and implementing military regulations and instructions, by Robert E. SamueLsen II, who is licensed to practice law in the State of Minnesota. IN WITNESS WHEREOF, I, Joan Calvert La rt, sign my name and publish and declare this instrument as my last will and testament this,2l day of s2u~~~, 2002. I also have affixed my signature on the bottom of each of the preceding pages hereof. Joan Calvert Lambert The foregoing instrument was signed, published and declazed by Joan Calvert Lambert, the above- named Testatrix, to be her last will and testament in our presence, all being present at the same time, and we, at her . } Y request in her presence and in the presence of each other, have subscribed our names as witnesses on the date above en. having an address at j ~~~ having an address at /~ ~3 3 ACKNOWLEDGMENT AND AFFIDAVIT COMMONWEALTH OF PENNSYLVA)VIA, COUNTY QiF CUMBERLAND, ss. ~~ ll~ We, Joan Calvert Lambert and _~f~ ~1 ~f'N~ _ _ _ _ _~ GTt~lL_ ~G~,c S OOI±~_ _ _ _ _ _ _ _ _ _> the Testatrix and the witnesses respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix, Joan Calvert Lambert, signed and executed said instrument as her last will and testament in the presence and hearing of the witnesses, and that she had signed willingly, and that she executed it as her free and voluntary act and deed for the purposes therein expressed, and that each of the witnesses at the request of the Testatrix, in the presence and hearing of the Testatrix and each other, signed the will as witness, and that to the best of his or her knowledge the Testatrix was at the time at least eighteen years of age, of sound mind and under no constraint, duress, fraud or undue influence. Subscribed, sworn to and acknowledged before me by the said Joan lvert bert, Testatrix, and subscribed and sworn to before me by the above-named witnesse/s,~this ~ day of , 2002. [e-' Rotary Public My commission expires on Rosa A. OrMZ, Notay Publk MCaAisle Boro c,,,,,b~,~ ~ounry E~~ Nov. 8.2W5 aN