HomeMy WebLinkAbout04-11-12PETITION FOR PROBATE AND GRANT OF LETTERS
REGISTER OF WILLS OF CUMBERLAND
COUNTY, PENNSYLVANIA
Estate of EdWln A. JUIIUS File Number 1L~1 ~ a - '~'1"~~
also known as
Petitioner(s), who is/are 18 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 Susan J. 'JVible & Sara J. Songy named in the
last Will of the Decedent dated 11/4/1995 and codicil(s) dated
(State relevant circumstances, e.g., renunciation, death of executor, etc.)
Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the instrument(s) offered
for probate, was not the victim of a killing, was never adjudicated incapacitated, and was not a party to a pending divorce proceeding at the time
of death wherein grounds for divorce had been established as provided in 23 PA C.S. section 3323 (g):
B. Grant of Letters of Administration
(lfapplicable, enter: c. t. a.; d. b. n. c. t. a.; pendente lite,~ durante absentia; durante 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 Will in Section A above and complete list of heirs.); and was not a party to a pending divorce
proceeding at the time of death wherein grounds for divorce had been established as provided in 23 PA C.S. section 3323 (g):
I Name Relationship Residence I
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Decedent was domiciled at death in CUmberla~~l County, Pennsylvania, with his /her last princi~l residence i~> ~~ ~
~LfSI sheet adcb•ess, sown/city, township, cowity, state, zip
Decedent, then 95 years of age, died on 3/26/2012 at 20 N. 12th Street
(Essex House) Borouah of Lemovne. Cumberland Countx PA (Lemoyne. PA 170431
Decedent at death owned property with estimated values as follows
(If domiciled in PA) All personal property $ 296.000.00
(If not domiciled in PA) Personal property in Pennsylvania $
(If not domiciled in PA) Personal property in County $
Value of real estate in Pennsylvania $
situated as follows:
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
Susan J. Wible
662 Diane Drive Etters PA 17319
Sara J. Songy
5 Victoria Wa Cam Hill PA 17011
Page 1 of 2
Farm RNA-0? rev. 10.13.06
Oath of Personal Representative
COMMONWEALTH OF PENNSYLVANIA ; n f ~ ~~ . ~ `';,~t•
r~.E~_ ~ ;,~ ; e
ss Sri' . _ ,:.~.,~
COUNTY OF CUMBERLAND ~~
;,,;,~} iW,~~ E I i~p1-' ,~b
The Petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing ~'eti~ibn are true and correct to the best of
the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent., Petitite~~~ ~~11 well and truly
administer the estate according to law. Q~{P~~N S v~'~~~~
~ n ~;U~~F~I ~~11 inn , PA
Sworn to or affirme~d~and subscribed
before me the .___(' _ day of
' - ,~
For the Register
Signature of
Signature of Personal Representative
Signature of Personal Representative
Attorney Signature:
File Number: ~ I r ~a `~ 1
Estate of Edwin A. Julius ,Deceased
Social curity Number: 201-07-4871 Date of Death: 3/26/2012
AND NOW, , 2012 , in consideration of the foregoing Petition, satisfactory proof
having been presented before me, IT IS DECREED that LettersTestamentar~
are hereby granted to Susan J Wible and Sara J. Sonav
in the above estate
and that the instrument(s) dated November 4. 1995
described in the Petition be admitted to probate and filed of record ~ the list Will (anti Codicil(s)) of D~dent.
FEES ~~
Letters ............................. $
Short Certificate(s) ••~•••• $
Renunciation(s~ ••••••••~••••••• $
~ .... $~-
.... $ G~~
.... $
.... $
.... $
.... $
.... $
.... $
TOTAL ............................. $
Supreme Court I.D. No.: 15307
Address: 221 Pine Street
n .J. 1/klible
Harrisbura. PA 17101
Telephone: 717-238-4100
Fnrm RW-02 rev. 10.13.06 Page 2 Of 2
Attorney Name: Kent H. Patterson
HIOS.SOi }ZpV (9/I1:
LOCAL PCfGISTF~,A,~' CERTIFICATION OF DEATH
WARNING~~'i~~~l`~'fo~~ ate this copy by photostat or photograph.
~{~. ~,,_
Fee for this certificate, $6.00 This is to certify that the information here given is
~~ E ~ ~~~~ ~ { ~'~~ ~ correctly copied from an original Certificate of Death
duly filed with me as Local Registrar. The original
CLERK ~~ certificate will be fi~rwarded to the State Vital
~~~~,~ ~~~~R Recon~s O fice for ermanent filing.
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CERTIFICATE OF DEATH r x
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LAST iiILL AND TESTAISENT
OF
ED~TIN A . JULIUS
I, EDWIN A. JULIUS, of 3 Victoria Way, East Pennsboro
Township, Camp Hill, Cumberland County, Pennsylvania 17011, being
of sound and disposing mind, memory and understanding, do hereby
make, publish and declare this to be my Last Will and Testament,
hereby revoking any and all Wills by me at any time heretofore
made.
ITEM I - I hereby direct my hereinafter named Personal
Representative to pay all of my just debts, funeral expenses, and
estate and inheritance taxes as soon after my death as may be found
convenient. I further direct that my Personal Representative pay
all estate, inheritance and other death taxes as expenses of the
administration of my estate with respect to property constituting
my gross estate for death tax purposes, whether or not such
property passes under this Will; provided, hawever, that this
direction shall not apply to taxes on any property included in my
estate solely because of a power of appointment thereover which I
possess but have not exercised or on any qualified terminable
interest.
ITEM II - Except as I may have provided in a memorandum signed
by me and kept with the original or a copy of this will, I give and
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bequeath to my wife, MARGARET S. JULIUS, any motor vehicl~..,whick'
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Page One of Five ~~ = _
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RENUNCIATION
CLERK ~~'~
REGISTER OF WILLS ~RF~~~ Cv(JRr
Cl1MA~t~,n~l[;; t ;~? PA
CUMBERLAND COUNTY, PENNSYLVANIA
Estate of Edwin A. Julius ,Deceased
I, Margaret S. Julius , in my capacity/relationship as
(Print Name)
souse/named personal representative of the above Decedent, hereby renounce the right to
administer the Estate of the Decedent and respectfully request that Letters be issued to
Susan J. Wible and Sara J. Songv
~/ ~ ~ /! v
(Dote)
Executed in Register's Office
Sworn to or affirmed and subscribed
before me this day
of
Deputy for Register of Wills
f
~ cs
(Si natur0
3 Victoria Wav
(Street Address)
Camp Hill. PA 17011
(City, State, Zip)
Executed out of Register's Office
Before the undersigned personally appeared the
party executing this renunciation and certified
that he or she executf;d the renunciation for the
purposes stated within on this t 1 day
of _ , ~ ~
~ / COMMONWEALTH OF PENNSYLVANL4
ll~ l Notarial Seal
Nota Public ~v ~ Young ood, Notary Pubilc
nr Lemoyne Boro, Cumberland County
My Commission E ire~9c~+~^ ~Pl~ )une 22, xola
fl flld A~ee(atlen of Notaries
(Signature and Seal of Notary or other official qualified to
administer oaths. Show date of expiration of Notary's Commission.)
Form RW-06 rev. !0.!3.06
I may own at the time of my death and all household furnishings,
personal effects and similar personal tangible property, if she
survives me by thirty (30) days. If my wife does not so survive
me, then I give to my children who survive us both so much of said
property as they may each select.
ITEM III - I give, devise and bequeath to my wife, MARGARET S.
JULIUS, as her sole and absolute property, that fractional share of
my estate required to reduce to a minimum or to zero the Federal
estate tax liability of my estate after the use of the unified
credit and any other credits available to my estate (exclusive of
any credits the use of which would increase my total death taxes)
after taking into account all other items included in my gross
estate for Federal tax purposes, whether or not such items are part
of my probate estate. This amount shall be computed as if all
qualified terminal interests were elected as part of the marital
deduction, regardless of the election actually filed. It is hereby
declared to be a primary objective of this Will to take full
advantage of the available marital deduction for Federal estate tax
purposes to the extent required to reduce that tax to a minimum or
to zero, and my Personal Representatives are accordingly hereby
invested with full power to take whatever measures and make
whatever appropriate adjustments as at the time may be required by
the Internal Revenue Code, the Federal estate tax regulations, or
decisional law to clearly qualify my estate for the said marital
deduction.
Page Two of Five
ITEM IV - All the rest, residue and remainder of my estate I
give, devise and bequeath IN TRUST to the Trustees under a Trust
Agreement between me and Margaret S. Julius, Susan J. Wible and
Sara J. Songy, Trustees, clatea on even aatie i1CiCwi~-++• +'•y°
provision of my Will shall be valid so long as there is in
existence a trust agreement between the above parties or any
successor trustees in which my wife or our. issue are the
beneficiaries, notwithstanding the fact that any said agreement may
have been amended subsequent to the date of this Will.
ITEM V - In the event my wife, Margaret S. Julius, shall
predecease me, then I give, devise and bequeath the residue of my
estate to my children, SUSAN J. WIBLE and SARA J. SONGY, in equal
shares. In the event any child shall predecease me, I give the
share of such deceased child to her issue, per stirpes; provided,
however, that if such issue shall be under the age of twenty-five
(25) years, then I give the share of such deceased child to the
Trustees under the Trust Agreement referred to in Item IV above.
In the event any deceased child shall die without issue, then the
share of such deceased child shall be distributed to the surviving
child.
ITEM VI - I hereby nominate, constitute and appoint Margaret
S. Julius as Executrix of this my Last Will and Testament. If
Margaret S. Julius shall predecease me or otherwise be unable to
serve, then I appoint Susan J. Wible and Sara J. Songy as Co-
executrices.
Page Three of Five
ITEM VII - I direct that my Personal Representatives and
Trustees shall not be required to give bond for the faithful
performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
¢~' day o f /Vo~~-,~.~ , 19 9 5 .
9~
~ EDWIN A. JULI
Signed, sealed, published and declared by the above Testator,
EDWIN A. JULIUS, as and for his Last Will and Testament, in our
presence, who, at his request, in his presence and in the presence
of each other, we, believing him to be of sound mind and memory,
have hereunto subscribed our names as witnesses„
~~
'tom- /Vv- o f
of
as ~ ~v~ f
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Page Four of Five
COMMONWEALTH OF PENNSYLVANIA
ss
COUNTY OF CUMBERLAND .
We, EDWIN J. JULIUS, Testator, ~i77 tl•~~'~u°/"S~J/l and
~i ~ ~° witnesses, respectively, whose names are
signed to the attache or foregoing instrument, being first duly
sworn, do hereby declare to the undersigned authority, the Testator
signed and executed the instrument as his Last Will and Testament
and that he signed it willingly and that he executed it as his free
and voluntary act for the purposes therein expressed, and that each
of the witnesses, in the presence and hearing of the Testator,
signed the Will as witnesses and that, to the best of their
knowledge, the Testator was at that time eighteen (18) years of age
or older, of sound mind and under no constraint or undue influence.
Subscribed, sworn to and acknowledged before me by Edwin A.
Julius, the Tes/t/ator, and subscribed and sworn 'to before me by
. ~ j'~.~~T~°r.Sa ~i and l/ P~P_~.
witnesses, this ~~ day of ~ ~~~~ , 1995. U
~ C~
My Commission Expires: Notary Public
._.._._......_.r..._ _ ._
Page Five of Five :t~TAlii~t; '~'~~:~s},
JUDfTk} '~, !~E;;~}, iJUt2ry Public
Harrisburg, ()z~tptii~ Courtly
My Commission Expires h1c3v.18.,1956