HomeMy WebLinkAbout03-29-12RECC°.i~G 'J~FiCE OF
PETITION FOR GRANT OF LETTERS ~~~,;;;`~, ~: ~';!!I ~..5
REGISTER OF WILLS OF CUMBERLAND COUNTY, PEN77NpSYLVANIAnn ((~~
Petftioner(s) named below, who is/are 18 years of age or older, apply(ies) for Letters as specified below, and'~,3u~it ~~redP~e~(s)'4h4
following and respectfully requests the grant of Letters in the appropriate form:
~r.~ --
Decedent'slnfortnatlon
Name: Alice J Dwight
Date of Death: 0310312072
Age at Death:
65
Decedent was domiciled al death in Cuml»rland County, pA (Stare) with his/her last
principal residence at 1705 Chatham Road, Camp HIII 17011 Camp Hill Cumberland
Slreat etltlreas, Post Office entl Zip Cotle ~V y A t ~ ~tY~ Township or Borough County
Decedent died at 1705 Chatham Road, Camp Hill 17011 t"oar~pNiW Cumbenand PA
Street etltlreas, Past Office entl Zlp Cotle City, Township or Borough County State
Estimate of value of decedent's property at death:
Hdomiciled In Pennsylvan/a ........................ All personal property $ 950,000.00
Ifnot domiciled in Pennsylvania ................. Personal property in Pennsylvania $
If not dom/ciled in Pennsy/ania ................. Personal property in County $
Value of real estate in Pennsylvania........... $
TOTAL ESTNMATED VALUES 950,0 . 0
Real estate in Pennaylvanie seuated at
(Aaech etltlilional 9heeta, M necessary.)
Street etltlreas, Poet OKee entl Zip Cotle Ciry, Township or Borough County
^X A. Petition for Probate and Grant of Letters Testamentary
Petttioner(s) aver(s) that he/she/they is/are the Executor(s) named in the Lasl Will of the Decedent, dated 11(08/2608 and Codicil(s)
mereto tlatea
(State rebvenf rJrcumstences, e.g., renunparipn, death orexecufor, etc )
Except as follows: after the executlon of the instrument(s) oReretl for probate, Decedent did not marry, was not divorced, was not a party to a pending
tlivorce proceetling wherein the grountls for tlivorce had been established as tlefned in 23 Pa. C.S. § 3323(8), antl tlid not have a chiltl bom or
atloptetl; and Decedent was netther the victim of a killing nor ever adjudicated an incapacitated person.
^X NO EXCEPTIONS ^ EXCEPTIONS
^ B. Petition for Grant of Letters of Administration or epproabie)
c..a.; .rT~dln.; . znT~ en 1 e; u2n a sari fa; u2n mman a e
If Administration, c.t.a or d.b.n.c.t.a., enter date of Will in Section A above and complete Ilst of heirs.
Except as follows: Decetlent was not a pang to pending divorce proceeding wherein the grounds for tlivorce had been established as tlefned
in 23 Pa. C.S. § 3323 (g) and we9 neither the victim of a killing nor ever adjudicated an incepacltate0 person.
^X NO EXCEPTIONS ^ EXCEPTIONS
Pedaoner(s), after a proper search hasmave ascertained that Decetletleft no Will and was survived by the following spou:ae (if any) and heirs (attach
additional sheets, irnecessary):
Form R W 62 rev. 10-11-2011 Copyright (c) 2011 form software only The Lackner Group, Inc. Page 1 of 2
a/k/a: (Assigned by Register)
a/k/a:
ands: Social Security No: 102.20-8870
Oath of Personal Representative
COMMONWEALTH OF PENNSYLVANIA }
} SS:
COUNTY OF Cumberland }
To the Register of Wills:
Petitioner(s) Printed Name Petitioner(s) Pdnted Address
Debra K. Wallet 450 Allenview Drive
Mechanicsburg, PA 17055 CLERK OF
RPHAN'S COURT
J ,
The Petitioner(s) above-named swear(s) or affirm(s) the Statements in the foregoingg, Petition are true and correct to the best of the knowledge and
belief of Petitioner(s) and that, as Personal Representative(s) of the DecedAdent, Pet@loner(s) will well and truly administer the estate according to law.
Sworn too road and su ribed be re vHN1nr. C. 1Jw~t•`t" oafs 317A ~ t2
me lh' day f ,~~ oefe
By: f ~ ~n 2 /`r a 0. oefe
Date
BOND Required? ~ Yes ~ No
FEES
Lees ............................................ $
( ~) Short Certificate(s).......... ,
( )Renunciation(s) ...............
( _) Codicil(s) .........................
( _) Affidavit(s) .......................
Bond ..............................................
Commission ...................................
Other
Automation Fee .............................
JCS Fee .........................................
TOTAL ........................................... $ 7
rrcese enter
Attorney Signature:
~ ~~ i I B
REG'S~,' :i ':"~IIi1S
oelow:
MQN~ K. /~4.,4-
Printed Name: Debra K Wallet
Supreme Court
ID Number: 23989
Firm Name: Law Offices of Debra K. Wallet
Address: 24 North 32nd Street
Camp Hill, PA 17011
Phone: 7171737-1300
Fax: 71 717 61-5 31 9
E-mail: walletdeb~aol.com
DECREE OF THE REGISTER
Date of Death:
Social Security No:
Estate of Alice J Dwight File No:
a/k/a:
AND NOW, "`'lr(S~~(/)
satisfactory proof having been presented before me, IT
are hereby granted to Debra K. Wallet
DECREED that Letters
03/0312012
102-20-8870
21-12
in consideration of the foregoing Petition,
in the above estate and (if applicable) that the instrument(s) dated 1110612008
described in the Petition be admitted to probate and filed of record a ~l st Will (,nod Cog
rmgis[er or vvms '///~/yyy~(/
Copyright (c) 2011 form sonware only The Lackner Group, // "
_ _
H Ing H05 ItF6 Pte'; '
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LOC~~~~il~~~pR'S CERTIFICATION OF DEATH
WARF~~a [~iS;Plleglal~l4i43 duplicate this copy by photostat or photograph.
Fee for this certificate, $6.00 j~{2 ~i~R 29 A~ ~ (~ ~J This is to certify that the information here givrn is
correctly copied from an original Certificate of Death
C~~pK Q~ duly tiled with me as Local Registrar. The original
QRP{'~IJ CURT certificate will be forwarded io the State dual
~)MREf~~. l'~I~;n Cn _ PA Records Office for permanent filing.
P 1816 0 9 4 8 ~~~~~ Mq~ o s~to~2
Certification Number Local Registrar Date Issued
TYPe/Print In COMMON W EgLTN OF pENNEV LVMNIq • D PgRTMENT OF NETLTH • VITgI RECORDS
CERTIFIf_ATE AF FIFATN
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Alice J_ Dwight £emal
102-20--8H70 March 3, 20'12
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]LAST VV~~,]L AI~~ T]ESTANI[]EI~T
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I, ALICE J. DWIGHT, of Camp Hill, Cumberland County, Pennsylvania, being of`" *~ '
sound and disposing mind, memory, and understanding, do hereby make, publish, and declare
this to be my Last Will and Testament and hereby revoke all other Wills and Codicils that I
have made, including the Will dated December 27, 2007.
FIRST: It is my wish, and I direct, that after my death my body be cremated and
that my ashes be scattered at the convenience of my Executrix. I further direct that there be no
funeral services held.
SECOND: I direct that all stock I own at the time of my death be sold immediately
after my death and the proceeds be made part of my Estate and distributed in accordance with
paragraphs THIRD through FOURTH below.
THIRD: I give and bequeath to the individuals whose names are set forth in the
Schedule attached to this, my Last Will and Testament, the respective legacies described on the
said Schedule. I have signed this Schedule in the margin for purposes of identification.
Should any of these individuals fail to survive me by thirty (30) days or should said person for
any reason be unable, or otherwise refuse, to accept the gift, then that gilft shall become a part
of my residuary estate.
FOURTH: All the rest, residue, and remainder of my Estate, of whatever nature and
wherever situate, I give, devise, and bequeath to THE BETHESDA M]:SSION, of Harrisburg,
Pennsylvania. I specifically direct that this bequest be used for a capital project related to the
women's shelter or an associated program for women.
FIFTH: All interests of any beneficiary in the income or principal of this Estate,
while undistributed and in the possession of my Executrix, even though. vested and
distributable, shall not be subject to attachment, execution or sequestration for any debt,
contract, obligation or liability of any beneficiary and, furthermore, shall not be subject to
pledge, assignment, conveyance, or anticipation.
SIXTH: All inheritance, estate, and succession taxes (inchiding interest and any
penalties thereon) payable by reason of my death shall be paid out of and be charged generally
against the principal of my residuary estate, without apportionment or right reimbursement
from any person. In the event that a substantial portion, as determined in the sole and absolute
judgment and discretion of my Executrix, of the non-probate assets such as an annuity or
mutual funds are directed to be paid to a beneficiary or beneficiaries, sa that the taxes referred
to herein would be paid out of the probate residue passing to the benefi<;iary or beneficiaries of
this will (whether or not the same as the beneficiary or beneficiaries under the non-probate
assets), my Executrix, in the Executrix's sole and absolute judgment an~9 discretion, shall have
the right to allocate the full or partial payment of the taxes to the beneficiary or beneficiaries of
the non-probate assets.
SEVENTH: In addition to all rights and powers conferred by law, I authorize and
empower my Executrix and her successors, in her absolute discretion grid without necessity of
obtaining court approval:
A. To buy investments at a premium or discount.
B. To hold property unregistered or in the name of a nominee.
C. To give proxies, both ministerial and discretionary.
D. To compromise claims.
E. To join any merger, consolidation, reorganization, voting trust
plan, or any other concerted action of security holders and to delegate cliscretionary duties with
respect thereto.
F. To lend to, and buy from, my estate.
G. To borrow and to pledge real and personal property as security therefor.
Q H. To sell at public or private sale for cash or credit or partly for each, to
exchange, or to lease for any period of time, any real or personal property, and to give options
for sales, exchanges, or leases.
I. To exercise any option permitted by law which she believes to be
advantageous from the viewpoint of overall tax reductions, including, without limitation of the
foregoing, power and authority to claim administration or other expenses either as income tax
deductions or inheritance or estate tax deductions, without regazd to whether they were paid
from principal or income and without requiring adjustments between principal and income for
any resulting effect on income or estate taxes, and a deduction of such expenses for income tax
purposes shall be given effect in computing the respective shares of all persons interested in
my estate set forth herein, even though the effect is to increase the share of one beneficiary or
class of beneficiaries hereunder at the expense of another; and to make such adjustments, if
any, between beneficiazies with respect thereto as she shall deem appropriate in view of the
nature of the transaction and the amounts involved.
J. To distribute in cash or in kind or partly in each.
The powers granted hereunder shall be exercisable with respect to all real and personal
property, including, but not limited to, income and principal held for minors or disabled
beneficiaries at any time, until the actual distribution of all property. A.11 powers, authorities
and discretion granted here shall be in addition to those granted by law and shall be exercisable
without leave of court. However, nothing herein shall be interpreted or construed to
encourage, authorize, empower, or permit the Executrix to act or cause anyone to act in a
manner contrary to or inconsistent with accepted standards of portfolio diversification and risk
management.
EIGHTH: I nominate, constitute, and appoint my friend and attorney, DEBRA K.
WALLET, of Mechanicsburg, Pennsylvania, as Executrix of this, my Last Will and
Testament. I make this appointment primarily because I have no relative who can perform
these duties for me without substantial personal burden. In the event of the renunciation,
death, resignation, or inability of my attorney to act for whatever reason in this capacity, then I
nominate, constitute, and appoint my friend, KIM BARTLETT, of Camp Hill, Pennsylvania,
as Executrix of this, my Last Will and Testament.
I direct that no representative named above shall be required to post security for the
faithful performance of her duties in any jurisdiction insofar as I am ablE; by law to relieve her
of such obligation. It is my wish, and I dire t, that DEBRA K. WALLET take three (3 %)
percent of my gross probate Estate or Thirty Thousand ($30,000) Dollars, whichever is less,
for the performance of her duties as my Executrix. I am making this direction in place of
giving her a direct monetary bequest, which I would be otherwise inclined to do.
Any of my other representatives shall be entitled to reasonable compensation for the
performance of the duties set forth here.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this 6~"` day of
t~udu~D+-r , 2008, on this, the fifth of five typewritten pages. I have also signed the
left-hand margin of the first four of these pages for purposes of identification only.
L~C~C~ CL-- /1/~GCyt-'Y""'
ALICE J. DWIG
SIGNED, PUBLISHED, and DECLARED by the Testatrix, ALICE J. DWIGHT, as
her Last Will and Testament, in the presence of us, who at her request, in her presence, and in
the presence of each other, have hereunto subscribed our names as witnesses.
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SC]fIEI~IJLE ®]F SEECIAL EEQUES7'S T®
LAST WILL A1~TI~ ~'ES~AME~T'd' ®~F
SLICE J. ~wIG~~
a. My stepdaughter, DENISE SMITH, of Charlotte, North Carolina: the sum of
twenty thousand ($20,000) dollars;
b. My stepdaughter, BONNIE PRICE, of Long Beach, California: the sum of twenty
thousand ($20,000) dollars;
c. My grandniece, NANCY GILBERT, of Wantagh, New Yoi•k: the sum of fifteen
thousand ($15,000) dollars;
d. My grandnephew, SCOTT HILBRANDT, of Farmingdale, New York: the sum of
ffreen thousand ($15,000) dollars;
e. My friend, KIM BARTLETT, of Camp Hill, Pennsylvania: the sum of two
hundred fifty thousand ($250,000) dollazs, any automobile I own at the time of my
death, and all of my furniture and household goods to do with what she wishes;
f. My friend, DEBRA K. WALLET, of Mechanicsburg, Pennsylvania: all my
jewelry in my jewelry box, including my gold watch.
ACKNOWLEDGMENT
Commonwealth of Pennsylvania
County of Cumberland
I, ALICE J. DWIGHT, Testatrix, whose name is signed to the attached instrument,
having been duly qualified according to law, do hereby acknowledge that I signed and executed
the instrument as my Last Will and Testament; that I signed it willingly; and that I signed it as
my free and voluntary act for the purposes therein expressed.
C~~ , fU
ALICE J. DWIGH
Sworn or affirmed to and subscribed before me by ALICE J. D`VIGHT, the Testatrix,
this day of Nr~~Qmbor , 2008.
Notar~~-F~Pub
COMMONINEALTM OF PENNSYLVlWIA
NafarW Ssd
May M. l-0Per, N~rY PW>gc
Cane ~ 9aro. Cumberland C,wXy
My GbrrerYeeion ESNs Od 27.2011
Member, PennsylvaNa bsodatlon of NoWNe
.,~
AFFIDAVIT
Commonwealth of Pennsylvania
County of Cumberland
We, EI IQ~ ~ }-~priCJ1, and At~n L. V~'~~>~ ~ ~ ,the
witnesses whose names are signed to the attached instrument, being duly qualified according to
law, depose and say that we were present and saw the Testatrix, ALICIi J. DWIGHT, sign and
execute the instrument as her Last Will and Testament; that she executed it as her free and
voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the
Testatrix signed the Will as witnesses; and that, to the best of our knowledge, the Testatrix
was at that time 18 yeazs of age or older, of sound mind, and under no constraint or undue
influence.
~~~
Lfm«/ oc ~n~ Qrya'.
Sworn or affirmed to and subscribed to before me by E~~pYt ~~ )~Qy~Q,~., and
~~e ~.... I l l~ ~ 1 ~ ,witnesses, this ~ day of J~j~UgY~ ~,r- , 2008.
Notazy Publi
COIMdONVVEALTH OF PENNSYLVANIA
Ndrlal Seel
Mary M ~, NoOYy Puhlc
Carta FIB Bom, Cumbalerd Cwnly
NyCorteNaebn E~yNea Oct 27, T011
Member, Pe~syWanls Asaocledon of Notadee