HomeMy WebLinkAbout06-05-12PETITION FOR GRANT OF LETTERS
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
Petitioner(s) named below, who is/are 18 years of age or older, apply(ies) for Letters as specifed below, and in support thereof aver(s) the
following and respectfully requests the grant of Letters in the appropriate form:
Michael L. Zeigler
Decedent's Information /'~~
Name: Jean L Zeigler File No: 21-12 ~~
a/k/a:
a/k/a:
a/k/a:
(Assigned by Register)
Social Security No:
Date of Death: 05104/2012 Age at Death: 88
Decedent was domiciled at death in Cumberland County, pA (State) with his/her last
principal residence at 708 Salt Rd., Enola 17025 East Pennsboro Cumberland
Street address, Posl GRica entl Zip Code City, Trxvnship w Borough Courny
Decedent died at Emeritas of Creekview Mechanicsburg Cumberland PA
Streal address, Post ORice entl Zip Cotle City, Township or Borough County State
Estimate of value of decedent's property at death:
if domiciled In Pennsylvania ...................... All personal property
linot domiciled in Pennsylvania ................ Personal property in Pennsylvania
Itnof domiciled in Pennsylvania ................ Personal property in County
Value of real estate in Pennsylvanla ................................................................... $ 100,000.00
TOTAL ESTIMATED VALUE $ 100,000.00
Real estate in Pennsylvania situated at 108 Salt Rd. 17025 Enola, East Pennsboro Cumberland
(Attach aoHifional meets, it necessary )
Street atltlress, Post OHCe and Zip Code City, Township or Borough County
® A. Petition for Prohate and Grant of Letters TesLmentarv
Petitioner(s) aver(s) that he/she/they is/are the Executor(s) named in the Last Will of the Decedent, dated 08/03/2009 and Codicil(s)
thereto dated
Stets relevant cirwmalances (e.p., renunpierpn, tleath prexecufpr efcJ
Except as follows: after the execution of the instrument(s) offered for probate, Decedent did not mar ,was not divorced, was not a party to a pending
divorce proceeding wherein the grounds for divorce had been established as defined in 23 Pa. C.S. §7Ei323(g), 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.f.a., pedente life, durance absentia. durance minontate
If Administration, e.t.a or d.b.n.c.t.a., enter date of Will in Section A above and complete li t of heirs.
Except as follows: Decedent was not a party to pending divorce proceeding wherein the grounds for divorce had been established as defined
in 23 Pa. C.S. § 3323 (g) and was neither the victim of a killing nor ever adjudicated an incapacitated person.
^ NO EXCEPTIONS ^ EXCEPTIONS _
Petitioner(s), after a proper search has/have ascertained that Decedent left no Will and was survived by the
additional sheets, if necessary):
(if any`~d hei~9';l~h
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Name Relationship Address ~-?
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Form RW-O2 rev. 1641-tai f Copyright (c) 2011 fo,m software only Tha Lackner Group, Inn Page 1 of 2
Oath of Personal Representative
COMMONWEALTH OF PENNSYLVANIA }
COUNTY OF Cumberland } ~^C omGai only
~~~~( ~n t)fl ~~
Petitioner(s) Printed Name Petitioner(s) Printed Address 2 ~ ~ L „~' t A
Michael L. Zeigler ~ 72 North 2nd St.
Lemoyne, PA 17043 - -
~LCr'd
r.~
~.~ W.~
The Petitioner(s) above-named swear(s) or affirm(s) the statements in the foregoing Petition are true a correct to the best of the knowledge and
belief of Pethioner(s) and that, as Personal Representative(s) of the~c nt, etiti~ (s) ill well holy administer the estate accordi g law.
Swom to or rmed an subscribed b ~~ ~ Dade .S/2
i day f - ; (A Date
By: Data
F/!rf Regisfe - Dete
BOND Required? ~ YES
FEES:
Letters ...................................
NO
....... $ 270.00
( 2 )Short Certificate(s)......... 8.00
( )Renunciation(s) ..............
( )Codicil(s) ........................
( )Affidavit(s) ......................
Bond .............................................
Commission ..................................
Other
Will 15.00
Automation Fee...........
JCS Fee ......................
TOTAL ........................
5.00
23.50
$ 261.50
DECREE OF THE REGISTER
Date of Death: 05/04/2012
Social Security No: 195-16.4205
Estate of Jean L Zeioler File No: 21.12
a/k/a:
AND NOW .y ~~ ~ `)'~ , in consideration of the foregoing Petition,
satisfactory proof having been presented before me, IT IS DECREED that Letters Testamentary
are hereby granted to Michael L. Zeigler
in the above estate and (if applicable) that the instrument(s) dated 05/03/2009
described in the Petition be admitted to probate and filed of record as t¢e,143t Will (end C i ~ s)) of
i
To the Register of Wills:
rwase miser my appearance uy my slgnamre oeww:
Attorney Signat ~ ~j v
l L?~trrx"~.
Printed Name: Linda J. sen, Esq.
Supreme Court
ID Number: 92858
Firm Name: Hazen Elder Law
Address: 2000 Linglestown Rd.
Suite 202
Harrisburg, PA 17110
Phone: 717-540332
Fax: 717-540-4313
E-mail: I olsen~hazenelderlaw.com
r<egis[er or iiis i 1 ~ y ~.~ ~J~
CapyrigM (c) 2011 rorm s y The L ner Group, Inr~~~1i ~1 ~[. w l• pagd/2 or 2
."
,F~TRAR'S CERTIFICATION OF DEATH
? egal to duplicate this copy by photostat or photograph.
i ~ ~; r
Fee for this certificate, $6np0.~ JUN _~ p~ 2: i,$
Of`~ S (~UFIt
P 185707~~~"~
Certification Number
L
~Y
This is to certify that the information here given is
correctly copied from an original Certificate of Death
duly filed with me as Local Registrar. The original
certificate will be forwarded w the State Vital
Records Office for permanent filing.
Local Registrar Date [ssued
pe/print In COMMON WEPLTN OF PENNSYLVPNIP • DEPPRTMENT OG XFALTX • VITPL FECDRDs
TP°""'"°"t CERTi FICATE OF DEATH
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Dlapusitipn Perml< tG ~ y4=13r~ REV /3D31
LAST WILL AND TESTAMENT
OF
JEANL. ZEIGLER
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I, JEAN L. ZEIGLER, now domiciled in Cumberland Counl:y, Pennsylvania, declare
this to be my Last Will and Testament. I revoke all other wills and codicils that I may have
previously made.
Article I
My just debts and expenses of my last illness, funeral, and administration of my estate
shall be paid by my Executor from the principal of my residuary estate as soon as practicable
after my death.
Article II
All inheritance, estate, and succession taxes (including interest and penalties thereon, but
not including any generation skipping tax) payable by reason of my death shall be paid out of
and be charged generally against the principal of my residuary estate without reimbursement
from any person. This provision is not a waiver of any right which my Executor has to claim
reimbursement for any such taxes which become payable as the result of any property over
which I have the power of appointment.
Article III
I give, devise and bequeath my tangible personal property in accordance with any
memorandum I have handwritten or signed, located with my will or with my valuable papers and
found within 30 days of the probate of my will. Gifts may only be to persons who survive me or
:J) Q
to organizations which exist at my death, and if there is a conflict, the memorandum having the
latest date shall govern. To the extent no such memorandum is found, or all of my tangible
persona] property is not disposed of pursuant thereto, my tangible pe;rsonal property shall be
added to my residuary estate and pass under Articles IV and V hereof.
Arricle IV
If my spouse, EDWARD L. ZEIGLER, survives me by one hundred seventy (170)
days, I give, devise and bequeath to my spouse cash, securities or other property of my estate
having a value equal to the amount, if any, that my spouse would be entitled to receive if he
exercised his elective share rights as set forth in section 2201 et seq. of the Pennsylvania Probate,
Estates and Fiduciaries Code (the "PEF Code"); provided, however, that this bequest shall be
reduced to the extent my spouse has waived the right to elect under P:EF Code section 2207 or
forfeited the right to elect under PEF Code section 2208. In computing the amount of this
bequest, it shall be assumed that my spouse has elected under PEF Code; section 2204(c) to retain
all beneficial interests in property that he would otherwise be required to disclaim if he exercised
his elective share rights.
Provided my spouse survives me for one hundred seventy (1'70) days and he has not
waived or forfeited his elective share rights, it is my intention, that as a result of my death, he
receive property having a value equal to (but not more than) that which he would receive if he
were to exercise his elective share rights.
My Executor shall have the sole discretion to select the assets which shall constitute this
bequest. If my spouse does not survive me by one hundred seventy (170) days, or in the event
my spouse (or his legal representative) disclaims any portion of this bequest, this bequest, or the
disclaimed portion thereof, shall be distributed as part of my residuary estate.
This bequest shall be distributed, in trust, to my hereinafter-n~uned Trustee to be held,
administered and distributed as follows:
2
A. To expend and apply so much of the net income and so much of the principal of
the Trust as the Trustee shall consider advisable for the support, health, and care of EDWARD
L. ZEIGLER, for the remainder of his lifetime.
B. In the event of EDWARD L. ZEIGLER's death, the 1:rust shall terminate, and
the remaining principal and accumulated income of the trust shall be distributed in equal shares
outright to my children, MICHAEL L. ZEIGLER and RANDY E. ZEIGLER, per stirpes.
C. No beneficiary or remainderman of this Trust shall have any right to alienate,
encumber, or hypothecate his interest in the principal or income of the Trust in any manner, nor
shall any interest be subject to claims of his creditors or liable to attachment, execution, or other
processes of law.
D. I hereby appoint my son, MICHAEL L. ZEIGLER, as Trustee of any Trust(s)
created in this Will for the benefit of my spouse. In the event of the renunciation, death, or
inability to act, for any reason whatsoever of MICHAEL L. ZEIGLER, I nominate, constitute
and appoint my son, RANDY E. ZEIGLER, successor Trustee, of any Trust(s) created in this
Will for the benefit of my spouse.
E. In order to carry out the purposes of the Trust established by this Will for the
benefit of EDWARD L. ZEIGLER, the Trustee, in addition to all other powers granted by this
Will or by law, shall have the following powers over the Trust estate, subject to any limitations
specified elsewhere in this Will:
(a) to retain in the form received and/or to sell either at public or private sale,
any real estate or personal property except that which I specifically bequeath herein;
(b) to manage real estate;
(c) to invest and reinvest in all forms of property without being confined to
legal investments, and without regard to the principal of diversification;
3
(d) to exercise any option or right arising from the ownership of investments;
(e) to compromise claims without court approval and without consent of any
beneficiary;
(f) to file fiduciary/income tax returns and pay the tax due for any year for
which such a return is required;
(g) to make distributions in cash or in kind, or in both, and to determine the
value of any such property;
(h) to employ any attorney, investment advisor, or other agent deemed
necessary by my Executor; to pay from my estate reasonable compensation for all their
services;
(i) to conduct alone or with others, any business in which I am engaged in or
have an interest in at the time of my death; and
(j) to receive reasonable compensation in accordance with their standard
schedule of fees in effect while their services are performed.
Article V
All the rest, residue and remainder of my estate, of whatsoever nature and wheresoever
situate, I give, devise and bequeath to be equally divided between my children, MICHAEL L.
ZEIGLER, of Wormleysburg, Pennsylvania, and RANDY E. ZEIGLER, of Dumfries,
Virginia, per stirpes. If either of my children fails to survive me by thirty (30) days, but leaves
descendants who survive me by thirty (30) days, those descendants shall receive, per stirpes, the
share the child would have received had he or she survived me by thirty (30) days. The share of
any deceased child who does not have living issue shall be divided and distributed to my
remaining child, per stirpes.
4
Article VI
It is my intent that all life insurance, annuities, individual retirement accounts and any
other assets in which I may designate a beneficiary will pass to the beneficiary that I have named
and will not be controlled by the provisions of this Will. It is also my intent that any assets I own
jointly with another with rights of survivorship or a presumed right to survivorship which such
joint ownership was created before or after this Will, will pass to the surviving joint owner and
will not be controlled by the provisions of this Will.
Article VII
I nominate, constitute and appoint my son, MICHAEL L. ZEIGLER, as Executor of my
Last Wil] and Testament. In the event of the renunciation, death, or inability to act, for any
reason whatsoever of my Executor, I nominate, constitute and appoint my son, RANDY E.
ZEIGLER, successor Executor of my Last Will and Testament. I direct that my Executor or
successor Executor be permitted to serve without bond. In addition to those powers granted by
law, I grant them power to distribute in cash or in kind, in like or in unlike shares, and to file any
qualified disclaimer I could have filed if living. My Executor or successor Executor shall receive
reasonable compensation for services rendered to my estate.
Article VIII
In addition to the powers conferred by law, I authorize m}~ Executor or successor
Executor, in his absolute discretion:
(a) to retain in the form received and to sell either at public. or private sale, any real
estate or personal property except that which I specifically bequeath herein,
(b) to manage real estate,
(c) to invest and reinvest in all forms of property without being confined to legal
investments, and without regard to the principal of diversification,
5
(d) to exercise any option or right arising from the ownership of investments,
(e) to compromise claims without court approval and without consent of any
beneficiary,
(f) to file any federal income tax return for any year for which I have not filed such
return prior to my death,
(g) to make distributions in cash or in kind, or in both, and to determine the value of
any such property,
(h) to employ any attorney, investment advisor, or other agent deemed necessary by
my Executor or successor Executor, and to pay from my estate reasonable compensation for all
their services,
(i) to conduct alone or with others, any business in which ][ am engaged in, or have
an interest in at time of my death, and
(j) to receive reasonable compensation in accordance with their standard schedule of
fees in effect while their services are performed.
IN WITNESS WHEREOF, I, JEAN L. ZEIGLER, hereby set my hand to this my Last
Will and Testament, on , 2009, at Harrisburg, Pennsylvania.
r ~
N L. IG R
In our presence, the above-named JEAN L. ZEIGLER signed this and declared this to
be her Last Will and Testament and now at her request, in her presence, and in the presence of
each other, we sign as witnesses.
Address
2000 Linglestown Rd., Suite 202, HarrisburP, PA 17110
2000 Linelestown Rd., Suite 202, ]Harrisburg, PA 17110
6
I, JEAN L. ZEIGLER, Testatrix, who signed the foregoing instrument, having been
duly qualified according to law, acknowledge that I signed and executed this instrument as my
Will, and that I signed it willingly as my free and voluntary act for the purposes therein
expressed.
Sworn to or affirmed and
Acknowledged before me by
JEAN L. ZEIGLER, the Testatrix
on f j~ 3 , 2009.
~K/c ~I R,G'S~ ~eh~1'Idxs.e
Notary Public
0
J L. I
COMMONWEALTH OF PENNSYLVANIA
NMarlel Seal
Caime Eggers Woodrane, Notary Pudgy
Clly of Hanirrbrrg, I)auplin CourNy
My Cortrrrbelorr 8>~Iree Aug. t4, 201 t
We, the undersigned witnesses who signed the foregoing instrument, being duly qualified
according to law, depose and say that we were present and saw the Testatrix sign and execute
this instrument as her Will; that she signed and executed it willingly as her free and voluntary act
for the purposes therein expressed; that each of us in her sight and hearing signed the Will as
witnesses, and that to the best of our knowledge, that she was at that time eighteen (18) years or
more of age, of sound mind, and under no constraint or undue influence,.
Sworn to or affirmed and
Subs/c~ribed to before me
and(1'1~I~-~P. pcQAuvxp
witness s, on ~¢u4,,,.t,¢ J , 2009.
1~.2 C~,a~e~x /~tx~a~
C
Notary Public
itn ss
Witn
COMMONWEALrH OF PENNSYLVANIA
Nc~iel Seal
CoAme Eggers WooAause, NO~y Pudic
ab ~ . DaupMn County
My ComrNselar Eryltea Aug.14, 2011