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HomeMy WebLinkAbout05-22-12Reset PETITION FOR GRANT OF LETTERS REGISTER OF WILLS OF CUMBERLAND COUNTY„ PENNSYLVANIA Petitioner(s) named below, who islaze 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: LOUISE A. SMITH a/k/a: a/k/a: a/kfa: Date of Death: October 27.2011 FileNo~ ~ ~r~ 7~~% Assigned by Register) Social Security No: Age at death: 88 I)ecedeut was domiciled at death in Cumberland Cotmty, pennavlvanis (State) with his(her last principal residence at 222 Messiah Circle. Mechanicsbt[re. PA 17055 Upper Allen Township Cumberland Street address, Post Office and Zip Code City, Towashlp or Borough Connty Decedent died at Holy Spirit Hospital. Camp HiIL PA 17011 East Pennsboro Township Cumberland PA Street address, Poet Office and Zip Code City, Township or Borough County State Estimate of value of decedent's property at death: IJdomiciled in Pennsylvania ............................ All personal property $ 115,000.00 ljnot domiciled in Pennsylvania ................... . .... Personal property in Pennsylvania $ If not domiciled in Pennsylvania ........................ Personal property in County $ Value of real estate in Pennsylvania ......................................................... $ 0.00 TOTAL ESTIMATED VALUE.... $ 115.000.00 Real estate in Pennsylvania situated at NONE (Attach additional sheets, ijnecessary.) Sheet address, Poat Office and Zip Code City, Township or Borough County ® A. Petition for Probate and Grant of Letters Testamentary Petitioner(s) aver(s) helshefthey is/are the Executor(s) named in the last W ill of the Decedent, dated February 15, 2000 and Codicil(s) thereto dated NONE t,___~__.~_ ___.___ __a c.__. __~_~ ~._~_.__ v____.~ n o.__.i ~c_e ., _.__. ..,...., State relevant circumstances (eg. rertuncioNon, death oJezecuror, ela) Except as follows: afterthe execution of[he instmment(s)otfered forprobate Decedent did notmany, was not divorced, was notaparty to spending 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 bom or adopted; and Decedent was neither the victim of a killing nor ever adjudicated an incapacitated person. Q NO EXCEPTIONS ®EXCEPTIONS © B. Petition for Grant of Letters of Administration (If applicable) c.t.a., d. b.n., d.b.n.c. t.a., pendente G'te, durance absentia, duran[e minori[ate If Administration, c.t.a. or d.b.n.c.ta., enter date of Will in Section A above and complete list of heirs. Except as follows: Decedent was no[ 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. r.• © NO EXCEPTIONS Q EXCEPTIONS n ~~ Petitioner(s), after a proper search has/have ascertained that Decedent left no Will and was survived by the fallowing sp~~fany) and~irs (att32,l~ addikona! sheets, if necessary): art -t ~ ,n Name Relationshi Address zG~ -- ~~ ac ~ .-; .. -- cn y o _.., Form RW-Od rev. /0/)1/2011 ~~ Page 1 of 2 Oath of Personal Representative COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND RECCE%;~! , :,_;; ~E OF ,~ RE,a , . ~~,~,;; ie _u~ } } SS: } Petitioner(s) Printed Name Petitioner(s) Printed Address David K. Smith 10206 Da lil Court Manassas VA 20 '- .i , -- CUMBEI~LgND Cv The Petitioner(s) above-named swear(s) or affutn(s) the statements in the foregoing Petition are tme and cortect [o the best of the knowledge and belief of Petitioner(s) and that, as Personal Representative(s) of the Decede the Pe6f n 1 w ,~~,andy administer the estate according to law. Sworn to or affirmed d subscri ed before C1/J117~~p~~~~~ti'"._ - Date .~ ~,,2-,7~/~- me t y ,~ Date By Date F t Regisr ~ Date 60ND Required: ®YES Q NO FEES: Letters ...................... $ 260.00 ('~ )Short Certificate(s)...... 0 ( )Renunciation(s)........ . ( )Codicil(s) ............ . ( )Affidavit(s)........... . Bond ........................ Commission ................. . Other Will ........ 15.00 ........ Automation Fee ............... 5.00 JCS Fee ..................... 23.50 TOTAL ..................... $~SO To the Register of Wills: Please eater my appearance by my signature below: Attorney Signature: Print e: Jeffrey A. Enrico Supreme Court ID Number: 07981 Firm Name: METTE, EVANS & WOODSIDE Address: 3401 North Frnnt Street Pn Rnx 5950 Harrisbure, PA 17110-0950 Phone: (717) 232-5000 Fax: (7171236-1816 Email: ~aernicnnmettecnm DECREE OF THE REGISTER Estate of LOUISE A. SMITH a/k/a: File No:~~ h AND NOW,1 ~~ ,~j ~~ r ~ , in consideration of the foregoing Petition, satisfactory proof h mg b en presented before me, IT IS DECREED that Letters Testarrrentarv -J are hereby granted tc DAVID K. SMITH in the above estate and (if applicable) that the Instrument(s) dated described in the Petitior Farm RW-02 rev. 10/1!/2011 r ` - LOCAL REG~R'S CERTIFICATION OF DEATH WA~E~~1-i~r~l IS duplicate this copy by photostat olr photograph. RcG~~~l"~ . ~r Fee for this cerificate, $6.00 ~~~~ ~~~ ~~ ~~ ~, ~~ OtiPHAhd,~ ~Q~H? __ P 17 6 4 5 8 0 4 ~M~Ri Iwo ca . PA Certification Number This is to certily that the information here given is correctly copied from an original Certificate of Death duly tiled with me as Local Registrar. The original cerificate will be forwarded to the Slate Vital Records Office for permanent filing. ~~~L ~ j),,~,~~,¢. b 13e I I Local Registrar Dute Lssued wloslN wEV nmos COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF NEALTN . VRAL REt:OROS vas CERTIFICATE OF DEATH (See Ine4uetlons esM asempAn an reveroy ~I 'I +.xr.anatlnlFMmne.la.ael x3r }SOaI E.a..aY Mntw aoadamMmw, M. WrI Louise A. Smith Female 185 - 20 - 8993 October 27 2011 SIp Nm0YML91 UYm'f IA6r1N B. pbdB~ i. mp Wbv Y.Pb dMn maMx e.W wv. 11.r Na.01W'. pMr: 88 vn. Dec. 21, 1922 Oil City, PA ®mrnma Om/aawm pea ^wrw xm.. ^warw ^ow.99.a, ®. arpd orm Pc. CP, wro, inp_dC.n MFYry MU«Itl M'amaa,gYarrrMilmrdm, 9. Wtl CY]/.d WYm pY/ni ®M ^Yq 16 Fmy:Anrcarlnar. am4, Wlre, a. Cumberland Fist Pennsboro TWp. 801 Lrit Hos ital 1""°'ipitl~a""" Isprmm Y SP~ P Mann Falb wan ml White 1,.4ofvr.UUY - dwvt 6 m mad W.eorapn 1z wr patla sar a un Is e.«Mn FNetien I ~ h aM' M+d Ta m'M.w 1 Il nMrlm. SUbm NurMO. Nawr M.meE. Is. SuM+g Spw (n MM, yn m.iav wrcl Yiatl Wdl I(W d&ew./IMay US. 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SMITH, of Upper Allen Township, Cumberland Cou~;ty, ~nO Pennsylvania, beingof sound mind and disposingmemory, though I realize the uncertainty of this life, I have full confidence and trust in my Lord and Savior, Jesus Christ, in His death on the cross for my sins and in His shed blood as an atonement for my soul; and I know by faith that because of His sacrifice on the cross forme [have eternal life, do hereby make this Will, hereby revoking all my former Wills and Codicils. ARTICLE ONE BEQUESTS §1.1 I bequeath all my tangible personal property, including by way of illustration but not byway of limitation, my household furniture and furnishings, paintings, books, automobiles, jewelry and personal effects, exclusive of any such property used in a trade or business, to my husband, KENNETH B. SMITH ("My Husband"), if he survives me. If he does not survive me, I bequeath any and all items of such propertywhich are contained on a memorandum intended to be kept with this, my Will, to the persons designated in said memorandum. In the event that no such memorandum is contained with my Will or to the extent that I have remaining items of personal property of the nature referred to in this paragraphwhich have not been designated for distribution in said memorandum, I bequeath Page 1 all such property to my children living at my death, to be divided among them in as nearly equal shares as they agree. In the event of irreconcilable disagreement amongmy children, they shall take alternate turns selecting individual items with my oldest child making the first selection. Any items not so selected shall be sold and the proceeds shall pass as a part of my residuary estate. §1.2 To the extent practicable in the Executor's sole discretion, I bequeath any policies of insurance on such property to the beneficiary entitled to such property. §1.3 I direct that the expenses of storing, packing; shipping, insuring and deliveringany such propertyto the beneficiary entitled thereto shall be paid bythe Executor as an administrative expense of my estate. ARTICLE TWO RESIDUE §2.1 I devise and bequeath all the residue of my estate as follows: §2.1.1 Two percent (2%) to the Christian and Missionary Alliance Church, Oil City, Pennsylvania, for general purposes; §2.1.2 Three percent (3%) to the Christian a,nd Missionary Alliance, Colorado Springs, Colorado, for the general fund; §2.1.3 Two percent (2%) to Grantham Brethren in Christ Church of Grantham, Pennsylvania; §2.1.4 Three percent (3%) to Messiah Village of UpperAllen Township, Cumberland County, Pennsylvania, for its Endowment Fund; Page 2 §2.1.5 The sum of $1,000 to each of my following grandchildren: Todd D. Smith, Lisa Marie Smith, Angela L. Roberts and Andrea L. Roberts; and §2.1.6 The remainder to my children, share and share alike, the child or children of any deceased child taking the share their parent would have taken if living. AR'PICLE THREE APPOINTMENT OF FIDUCIARIES §3.1 I appoint My Husband, as Executor of this Will. If he is unable or unwilling to act or continue to act, for any reason whatsoever, I appoint my son, DAVID K. SMITH, as successor Executor. All references herein to the "Executor" shall mean my originally appointed Executrix or my successor Executor, as the case maybe. §3.2 I appoint my surviving children as Guardians of the estates of any minor beneficiaries under this Will, including the proceeds of any life insurance on my life payable to such minors and any other property, rights or claims with respect to which I am entitled to appoint a guardian and have not otherwise specifically done so. The Guardians shall have full authority to use such assets, both principal and income, in any manner the Guardians shall deem advisable for the best interests of the miner, including college and graduate education, and professional, vocational or technical training, without securing a court order. Page 3 ARTICLE FOUR POWERS OF FIDUCLSRIES §4.1 No fiduciary under this Will shall be required to give bond or other security for the faithful performance of the fiduciary's duties. §4.2 Any such fiduciary shall have the followingpowers, in addition to those given bylaw: §4.2.1 To invest in, accept and retain any real or personal property, including stock of a corporate fiduciary or its holding company, without restriction to legal investments; §4.2.2 To sell, exchange, partition or lease for any period of time any real or personal property and to give options therefor for cash or credit, with or without security; §4.2.3 To borrow money from any person including any fiduciary acting hereunder, and to mortgage or pledge any real or personal property; §4.2.4 To hold shares of stock or other securities in nominee registration form, includingthat of a clearing corporation or depository, or in book entry form or unregistered or in such other form as will pass by delivery; §4.2.5 To engage in litigation and compromise, arbitrate or abandon claims; §4.2.6 To make distributions in cash, or in kind at current values, or partly in each, allocating specific assets to particular distributees on a non-pro rata basis, and for such purposes to make reasonable determinations of current values; §4.2.7 To make elections, decisions, concessions and settlements in connection with all income, estate, inheritance, gift or other tax returns and the payment of such taxes, without obligation to adjust the distributive share of income or principal of any person affected thereby; Page 4 §4.2.8 To disclaim anyinterest I mayhave in any estate if the Executor deems such disclaimer to be in the best interests of my estate and the beneficiaries thereof; ARTICLE FIVE PROVISION FOR TAXES §5.1 All estate taxes, inheritance taxes, transfer taxes and other taxes of a similar nature payable by reason of my death to any government or subdivision thereof upon or with respect to any property subject to any such tax, and any penalties thereon, shall be paid by the Executor out of the principal of that portion of my estate which is not given to a charitable beneficiary and is disposed of by Article Two of this Will, and all interest with respect to any such taxes shall be paid by the Executor out of the income or principal or partly out of the income and partly out of the principal of such portion of my estate, in the absolute discretion of the Executor, without reimbursement from or apportionment amongthe beneficiaries, recipients or owners of such property for any such taxes, penalties or interest. ARTICLE SIX PROVISION FOR DEBTS AND EXPENSES §6.1 I direct that any of my legally enforceable debts, anyexpenses of my last illness, funeral and burial, and any of the administrative expenses of my estate shall be paid from the principal of that portion of my estate disposed of by Article Two of this Will. Page 5 ~( /~' ~y ARTIC--r LE SEVEN MISCELLANEOUS PROVISIONS §7.1 Whenever a fiduciary is directed to distribute property to or for the benefit of any beneficiary who is under (a) twenty-one (21) years of age, or (b) a legal disability or otherwise suffers from an illness or mental or physical disability that would make distribution directly to such beneficiary inappropriate (as determined in such fiduciary's sole discretion exercised in good faith), the fiduciary may distribute such property to the person who has custody of such beneficiary, may apply such property for the benefit of such beneficiary, may distribute such property to a custodian for such beneficiary, whether then serving or selected and appointed by the fiduciary (:including the fiduciary), under any applicable Uniform Transfers to Minors Act or Uniform Gifts to Minors Act, may distribute such property to the guardian of such beneficiary's estate, may distribute such property directly to such beneficiary's estate, or may distribute such property directly to such beneficiary (except if any of the conditions hereinbefore described in (b) apply), without liability on the part of the fiduciary to see to the application of such property. This provision shall not in any way operate to suspend such beneficiarr~'s absolute ownership of such property or to prevent the absolute vesting thereof in such beneficiary, §7.2 Except as otherwise may be provided in this Will, during the continuance of any of the trusts created under the provisions of this Will, and thereafter until the property is distributed to and received by any beneficiary hereunder, the principal sums thus held in trust for any beneficiary, respectively, and the income thereof shall not be subject to or liable for any contracts, debts, engagements, liabilities or torts of such Page 6 -`~~ beneficiary now or hereafter made, contracted, incurred or committed, but shall be absolutely free from the same, and such beneficiary shall have no power to sell, assign or encumber all or any part of the principal sums or such beneficiary's interest therein, respectively, or the income thereof, or to anticipate the income. IN WITNESS WHEREOF, I have hereunto set my hand and seal this day of , 2000. c?~~5~) LO ISE A. SMITH Signed, sealed, published and declared bythe above named LOUISEA. SMITH as and for her Last Will, in the presence of us and each of us, who, at her request and in her presence and in the presence of each other, have hereunto subscribed our names as witnesses thereto the day and year last above written. Residing at /C` Residing at ____s~~ ~P .!" Page 7 COMMONWEALTH OF PENNSYLVANIA COUNTY OF DAUPHIN SS. We, LOUISE A. SMITH, the Testatrix, and _ Ivwr `LW. ~~a.~•_, and Jc_°`fT~ ~/~~rv+~r~ - , the witnesses, whose names are signed to the attached or foregoinginstrument, beingfirstduly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will; that the Testatrix signed willingly and executed it as her free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testatrix signed the Will as a witness and that to the best of his or her knowledge ahe Testatrix was at that time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. ~~_~~ ~~~ LO SE A. SMITH WITNESS ~. WI S Subscribed, sworn to and acknowledged before me by LOUISE A. S H, the Testatrix, and subscribed and sworn to before m by ~~ > and /G~•c-e.~ ~ ,Et-n 1 co ,witnesses,this~dayof ~ Yu ~t r , 200 Nota Public :212941 _1 -----__. JI Margaret l Boyd 3hQ~rY pabMc I ~SUSquehanr,, ?iyp., Dauph(n Cpar~ry iy CammlRaioi, ~a~ire6 June 27.2000