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HomeMy WebLinkAbout05-04-12Reset PETITION FOR GRANT OF LETTERS REGISTER OF WILLS OF Cumberland COUNTY, PENNSYLVANLA Petitioner(s) named below, who is/are 18 years of age or older, apply(ies) for Lt;tters 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: Clarence Albert Dittenhafer Jr File No: ~- ~ ~ ' ~~~ a/k/a: (Assigned by Register) a/k/a: a/k/a: Social Security No: Date of Death: Aril 11, 2012 Age at death: 77 Decedent was domiciled at death in Cumberland Cotmty, pennSylyan;a (Stare) with his/her last principal residence at 431 Croehan Drive Carlisle PA 17013 Carlisle Boroueh. Cumberland Street address, Pos[ Office end Zip Code City, Township or Borough County Decedent died at 1701 Linelestown Road Harrisbure PA 17110 Susquehanna Township Dauphin Counri PA Street address, Post Office and Zip Code City, Township or Borough County Slate Estimate of value of decedents property at death: Ijdomiciled in Pennsylvania ............................ All personal property $ 210,000.00 Ijnot domfci[td in Pennsy[vania ........................ Personal property in Pennsylvania $ /jnot damicifed rn Pennsyfvania ........................ Personal property in County $ Value ojreal estate in Pennsy[vania ......................................................... $ 190 000.00 TOTAL ESTIMATED VALUE.... $ 400.000 00 Real estate in Pennsylvania situated at: 431 Croehan Drive Carlisle PA 17013 Carlisle Boroueh Cumberland Co (Attach addifiona! sheets, if necessary.) Street address, Post Otace end Zip Code City, Township or Borough County A. Petition for Probate and Grant of Letters Testamentary Petitioner(s) aver(s) he/she/they is/are the Executor(s) named in the last Will of the Decedent, dated March 16, 2006 and Codicil(s) thereto dated State relevant ctrcums[ancas (ag. renunciodon, death ojexecuror, eta) Exceptas follows: aRer the execution of the instmment(s)offered forprobate Decedent did not many, was notdivorced, was notapartyto apending 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 incapacitated person. ® NO EXCEPTIONS ®EXCEPTIONS B. Petition for Grant of Letters of Administration (If applicable) c.t.a., d.b.n., d.b.n.c. d.a., pendente tite, durante absentia, durante minoritate If Administration, c.t.a or d.6.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), atkra proper search hasthave ascertained that Decedent left no additional sheets, ijnecessaryJ: (attach ~ ~ C Name Relationahi ~ b Address ~ c. ?cn t' - ^j~-rt ~ ~..__ ~. _ C J'n t~ ; CS _ ._.:~ =:~ rn O Form nw-oz rev. 10/11/2071 Page 1 of 2 Oath of Personal Representative COMMONWEALTH OF PENNSYLVANIA } } SS: COUNTY OF Cumberland } Official Use Only ~,~~~~.~~,~; ; ; ;.~.iL'E OF RE~,~;_ _ ~,,rp_i c i Petitioner(s) Printed Name Petitioner(s) Printed Address Jeffre B Dittenhafer 166 River Road Pe uea PA 17565 ~ r ~ ~ ~ r Cl1AAFlF-r,, rr,;, ~~ ,~ The Petitioner(s) above-named swear(s) or affirm(s) the statements in the foregoing Petition are We and convect to the best of the knowledge and belief of Petitioner(s) and that, as Personal Representative(s) of the Decedent, Petitioner(s) will w and tmly administer the estate according to law. Sworn to or affirmed a subscribed efo~ ` ~"~~-~'- Date D~'O~ \-z me this _~ b Date $y; Date For the Register Date BOND Required: Q YES Q NO To the Register of Wills: FEES: Please enter my appearance by my signature below: Letters ...................... $ 3~ 5 ( f~) Short Certificate(s)...... ~O - ( )Renunciation(s)........ . ( )Codicil(s) ............ . ( )Affidavit(s)........... . Bond ........................ Commission........... . Other ~ /1 ........ /cl^"' Automation Fee ............... 1CS Fee .................... S TOTAL ..................... $ Attorney Signature: Printed Name: Supreme Cour[ ID Number: Firm Name: Address: (u-l~ .5~ DECREE OF THE REGISTER ~- Estate of Clarence Albert Dittenhafer Jr File Nd: ~ I of ~ ,~ to a/k/a: AND NOW, Y t f(~1 ~ Q~~ , in cons' era 'on of the foregoing Pe6fion, satisfactory proof~in been presented before me, IT IS DECREED that Letters aze hereby granted to in the about, a to and (if applicable) that the instrlunent(s) dated described in the Petition be a fitted to probate and filed of recprd as the list dill (and Codici )) of L)ecedent. Form RW-01 rev. /0/!//zofl ~ % ;V VV" L~Uw Page 2 Of HI05-805 RHV (9ll U LO ~~0~~ ~AR'S CERTIFICATION OF DEATH WA ~E7i 1$a 11~ o duplicate this copy by photostat or photograph. Fee for this certificate, $6.00 U~G ~~~ _4 ~~ ~; ~ ~ c~~Rx OF ORPHAN'S COUR? P 18 4 3 8 4 2 8ct~MPFp ~N~ ct~ aA Certification Number m.nxmM Mnprm r V\ r C C 't4 rt V c i t C G CERTIFICATE DF DEATH This is to certify that the information here given ie correctly copied from an original Certificate of Deati duly filed with me as Local Registrar. The origina certificate wiil be forwarded to the Slate Vital /R~e~c~o~Rds OtiSce for permanent filing. _ Y` / xmnos Loca4 Registrar Date Issued i. o.oexer vEnnmgmm.Mmw.gns 1 v.5n. a.semsa.mYNw.ex .omaoxMl nl Mal Clarence A. DSttenhafer Ji. Male 195-2fi-8389 Aril 11 201 SnpESrn FMq]y(Yn [p,uNNE .uMn3 e. Cxear Yon lMU/LryP'ur113MIMwM) m.u xleSW wrwWn WUmrv1 Yoi~c ~A xxM, om q xMax January 2, 1935 77 mEwMwlmmnl York x.Mwxwngxw MW wmnl n.Mwm..wn.pW xpmex-nMM. xa Np.f P l u.Mew.axr [Nnm.rwaNnip ewWmIMaM SOUih Middleton ,rp tlr e ne u a u r.nxN. I 431 Croghan Drive , x. Cumberland r.pprrm.apeaet OW. eewe.m MeeMmNUmwa_ arvw.ro. M1xnUSwmxrxer wrn.mamm.nnm.aowM xem.e ^ wwwa v.wrwlry ~e rm]n Mx. w.wm pm,mwn mMpl Brx ON. 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DITTENHAFER, of Carlisle, Cumberland County, c~~- tn'=• ~gnnsylvania, being of sound and disposing mind, memory and understanding, do u. ¢_ by make, publish and declare this as and for my Last Will and Testament, hereby revoking all other Wills and Codicils heretofore made by rne. FIRST I direct the payment of my just debts and the expenses of my last illness and funeral from my estate as soon after my death as conveniently may be done. If there be no cemetery lot available for my interment owned by me at the time of my death, I authorize my personal representative to purchase such cemetery lot with a contract for perpetual care, using therefor funds from my estate in such amount as he shall consider necessary and desirable, and I authorize my personal representative to cause title to or ownership of such lot so purchased to be vested in such person as my personal representative shall designate. Further, I authorize my personal representative to expend funds from my estate, F7~~ RIS,~ LINDSAY ~e.~.uw 26 West High Strect Carlisle, PA in such amount as my personal representative shall consider necessary and desirable for the purchase, erection and inscription of a suitable marker for my grave. SECOND If my beloved wife, JACKOLYN R. DITTENHAFER, survives me by thirty (30) days, then I give the sum of Three Hundred Fifty Thousand ($350,000) Dollars to my Trustee hereinafter named, IN TRUST, NEVERTHELESS, upon the following terms and conditions: A. This trust shall be held and administered for the benefit of my wife, JACKOLYN R. DITTENHAFER, in recognition that there may be a number of needs other than support and maintenance which may be unavailable to JACKOLYN except through this trust. This trust is intended to satisfy those non-support needs, as deemed appropriate in the absolute discretion of the trustee. This trust is not intended to supplant or displace any source of income otherwise' available to JACKOLYN for her basic support (such as food and shelter), including any governmental assistance program to which she is or may be entitled. It is not intended to be a resource of JACKOLYN R. DITTENHAFER. It is not available to JACKOLYN R. DITTENHAFER. It is intended to be a discretionary spendthrift trust created for non-support purposes. ,~. F~ RIS,S~ LINDSAY 7b Wex High Street Carlisle, PA 8. No part of the corpus of this trust shall be used to supplant or replace any public-assistance benefits received by or through any county, state, federal or other governmental agency. C. Trustee shall hold and distribute the principal and income of this trust as follows: 1. During the lifetime of JACKOLYN R. DITTENHAFER, to the extent that benefits are not made available to her for other than basic living expenses, including food and shelter, my trustee, in his absolute discretion, may distribute from income and principal to or for the benefit of JACKOLYN, for her needs other than basic support. Trustee's discretion in making distributions authorized hereunder is absolute with regard to distributions fmm the trust estate, and shall be binding on all interested persons. 2. As this trust is specifically not intended to provide basic support and maintenance needs for JACKOLYN R. DITTE=NHAFER, if JACKOLYN is unable to maintain and support herself from her own resources and sources of income, my trustee shall seek such support for JACKOLYN from public sources. The trust has specifically not been created to supplant or replace public-assistance benefits. My trustee should, therefore, seek entitlements which are available to members of the community who are experiencing disabilities that are substantially similar to those that JACKOLYN experiences. My trustee shall deny any request made by any agency or governmental entity requesting disbursement of trust funds to satisfy JAt:KOLYN's support needs. 3. My trustee shall take whatever legal :steps may be necessary to initiate or continue any public-assistance progran-i for which JACKOLYN R. DITTENHAFER is or may become eligible. Trustee shall bring such action in any court having jurisdiction over the matter, to secure a ruling or order that this trust is not available to JACKOLYN for support purposes. Any expenses of the trustee, including reasonable attorney fees, in connection with matters relating to determination of eligibility of JACKOLYN R. DITTENHAFER for public support, shall be a proper charge to the trust. D. On the death of JACKOLYN R. DITTENHAFER, the then-remaining principal and any accumulated and undistributed income shall be paid and distributed, in four (4) equal shares, to my sons, JEFFREY B. DITTENHAFER, CHRISTOPHER M. DITTENHAFER and RODNEY D. DITTENHAFER, per stirpes, and to the Trustee of z that Spendthrift Trust created by paragraph FOURTH hereunder, for the benefit of my son, ERIC S. DITTENHAFER. E. No income or principal shall be assignable by a beneficiary or available to anyone having a claim against a beneficiary before actual payment to the beneficiary. No part of the trust shall be subject to the claims of any beneficiary's creditors, or specifically JACKOLYN R. DITTENHAFER 's voluntary or involuntary creditors for the provision of care and services to her during her lifetime, including payments for residential care and maintenance by any public entity or private creditor. F. Under no circumstances can the beneficiary compel a distribution from the trust for any purpose. My trustee's discretion in making non-support distributions is final, even if my trustee elects to make no distributions at all. Further, my trustee may be arbitrary and unreasonable. My trustee's absolute and independent judgment, rather than any other party's determination, is intended to be the criterion on which distributions are made. No court or any other person should substitute its or their judgment for the decision or decisions made by my trustee. ~' G. No fiduciary serving hereunder shall be required to furnish bond in any jurisdiction, and if any bond is necessary, no surety shall tre required. "~ THIRD I give, devise and bequeath all the rest, residue and remainder of my estate, in " four (4) equal shares, to my sons, JEFFREY B. DITTENHAFER, CHRISTOPHER M. DITTENHAFER and RODNEY D. DITTENHAFER, per st~vpes, and to the Trustee of that Spendthrift Trust created by Article FOURTH hereunder, for the benefit of my son, ERIC S. DITTENHAFER. FOURTH That share of the residue of my estate distributablE; to my Trustee hereinafter named, in trust for the benefit of my son, ERIC S. DITTENHAFER, shall be held and SAIDIS, FLOWER'Sz administered under the following terms and conditions: Trustee shall distribute the ]LINDSAY z6 West xig6 saee[ income to or for the benefit of my son, ERIC S. DITTENHAFER (and for his spouse Carlisle, PA and issue) during his lifetime. Trustee shalt from time to time distribute to or for the benefit of my son, ERIC S. DITTENHAFER (and his spouse and issue) as much of the principal of the share as trustee, in its absolute discretion, may consider desirable for 3 i the health, maintenance, support, and education of my son, ERIC S. DITTENHAFER (and his spouse and issue). If any distributions are made to or for the benefit of the issue of my son, ERIC S. DITTENHAFER, to cover expenses related to health or education, then trustee shall make the distribution directly to the healthcare provider or educational institution, as the case may be. No interest in principal or income shall be assignable by my son (or any beneficiary), or be made available to anyone having a claim against my son (or any beneficiary) until actual distribution to my son, ERIC S. DITTENHAFER (or any beneficiary). Trustee shall have the power to authorize the release of all principal and income from said trust to Ef21C S. DITTENHAFER upon (~ satisfaction, in Trustee's sole discretion, that ERIC S. DITTENHAFER has refrained from using any narcotics for a period of five (5) years. Ariy principal and undistributed income that may remain in this trust at the death of my son, ERIC S. DITTENHAFER, shall be distributed to his issue, per stirpes. In default of issue, the remainder shall be distributed to my sons, JEFFREY B. DITTENHAFER, CHRISTOPHER M. ~, _.._ DITTENHAFER and RODNEY D. DITTENHAFER, in equal shares, per stirpes. FIFTH i I direct that any and all inheritance, estate, and transfer taxes imposed upon my estate passing under this Will or otherwise shall be paicl out of the principal of my residuary estate. I.LOV~VER ~ SIXTH LINDSAY In addition to the powers conferred by law, I authorize an y personal 26 West High Street Carlisle, PA representative, trustee or guardian acting under this instrument, in his/her absolute discretion: (a) To retain in the form received, or to sell either at public or private sale any real or personal property; 4 (b) To exercise any options to subscribe for stocks, bonds, or other investments; (c) To join in any plan of lease, mortgage, consolidation, exchange, reorganization or foreclosure of any corporation in which my estate or any trust may hold stocks, bonds or other securities; ` {d) To sell, transfer, convey, mortgage, pledge, lease or exchange any property, real or personal, which at any time may form part of my estate, for I the payment of debts or taxes, or for any purpose of administration or '~ distribution, for such prices and upon such terms as my personal representative(s), in their sole discretion, may deem wise, and to execute and deliver deeds of conveyance or transfer thereof; ~~ (e) To make settlements and compromises on such terms as my personal representative(s), in their sole discretion may deem wise without the necessity of obtaining any court approval thereof; (f} To make distribution hereunder either in cash or kind, as my ~' personal representative(s), in their discretion may deem wise. {g) In the event that my Trustee, in its absolute discretion, should determine that the size of any fund or share held in any trust under this my will has so diminished as not to warrant continuing the same in trust, or that its administration would be impractical for any reason, l'rustee may, without further SAIDIS, I~.IlVD RS~,s'' responsibility, pay such fund or share to the person entitled at the time to the wwes~H;~s«ee` income from it and thereby terminate the trust. Carlisle. PA SEVENTH I hereby appoint my son JEFFREY B. DITTENHAFER, as trustee of any trust created hereunder or if he is unwilling or unable to act as trustee, I appoint my sons 5 CHRISTOPHER M. DITTENHAFER and RODNEY D. DITTENHAFER to serve as co- Trustees. My Trustee shall be compensated in accordance with its schedule of fees in effect from time to time when such services are rendered. EIGHTH I do hereby nominate, constitute and appoint my son, JEFFREY B. ~5- F .~ SAIDIS, N7AWER Si LINDSAY 2G West High Streer Cadisly PA DITTENHAFER, to act as Executor of this my Last Will and Testament. Provided, however, that if he is unwilling or unable to act as Executor, I appoint my sons, CHRISTOPHER M. DITTENHAFER and RODNEY D. DITTENHAFER to serve jointly as Co-Executors. NINTH I direct that no personal representative, guardian, trustee or other fiduciary appointed under this instrument shall be required to give bond for the faithful performance of his duties in any jurisdiction. IN WITNESS WHEREOF, I, CLARENCE A. DITTENHAFER, have hereunto set my hand and seal to this my Last Will and Testament, consisting of seven (7) typewritten pages, the first six (6) of which bear my signature in the margin for identification, this ~ day of ~i~ , 2006. ();, CLARENCE . DIl"TENHAFER, stator 6 Signed, sealed, published and declared by the above-named Testator, Clarence A. Dittenhafer, as and for his Last W ill and Testament in the presence of us, who have hereunto subscribed our names at his request as witnesses thereto, in the presence of said Testator and of each other. i t ~~~.. ~ ADDRESS •7S~ Ike>~lar l2aa~ ~LLL a~ PA /7D ~ f-.- ~_ - 'Z,z yi i~ it~C-c-d-. ADDRESS ~~ ~~~:;E'c(' 9~~( -T COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND We, CLARENCE A. DITTENHAFER, `-~7L~,KnD ~ ~ ,u..a}^-and L • n o ~, the Testator and witnesses, respectively whose na (es are signed o the foregoing or attached instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Last Will and Testament and that he signed willingly and that he executed 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 witness and that to the best of their knowledge the Testator was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. CLARENCE A. Dll"TENHAF ,Testator W' ss A~~UV ~IS,~ LINDSAY aw 26 Wes[ High Street Carlisle, PA .............. . <:. ~ /.~ . Wi' ess Subscribed, sworn to and acknowledged before me by CLARENCE A. DITTENHAFER, he Testator, and ubscribed to and sworn or affirmed to before me by a.u.z. C and , ~c,z. witnesses, this ~_''"'day of Mar , 2006. ~~~ Notary lic MERLEN£ J. Ml4tiHEVXA. NOTARY PU81JC CARLISLE. CUMBERLAND COUNTY. PA MIY COMMISSION EXPIRES JUNE 8, 2008