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HomeMy WebLinkAbout06-06-12Reset PETITION 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 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: Sara N.Cousart a/k/a: a/k/a: a/k/a: Date of Death: Mav 31, 2012 File No: ~ ~ "' ~ of -~_ (Assigned by Register) Social Security Na: 187-12-4024 Age at death: 90 Decedent was domiciled at death in Cumberland County, pennsylvania (Stare) with his/her last principal residence at 100 Mt Allen Drive Mechanicsbure Pa 17055 Uooer Allen Township Cumberland Street address, Post Office and Zip Code City, Township or Bor ough County Decedent died at 100 M[ Allen Drive Mechanicsbure PA 17055 Unoer Allen Township Cumberland PA Street address, Post Office and Zip Cade City, Township or Borough County State Estimate of value of decedent's property a[ death: if domiciled in Pennsylvania ............................ All personal property $ 132,681.01 ljnot domiciled in Pennsylvania ........................ Personal property in Pennsylvania $ /f not domiciled in Pennsylvania. _ ..................... Personal property in County $ Value ofrea[estate in Pennsylvania ...................... .................................. . $ TOTAL ESTIMATED VALUE... . $ 132.681 01 Real estate in Pennsylvania situated a[: (Attach additional sheets, ffnecessary.) Street address, Post O(Bce end Zip Code City, Township ar 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 February 11, 2002 and Codicil(s) thereto dated Sm[e relevant circumstances (e.g, renunciation, death ojezecutor, etc) Except as follows: afterthe execution ofthe instmment(s)offered forprobate Decedent did notmany, was not divorced, was not aparty to apending divorce proceeding wherein the grounds for divorce had been established as defined in 23 Pa. C.S. § 3323(g), and did not have a child bom 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.t. a., pendente li[e, durante absentia, durante 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 not a party to a 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. Q NO EXCEPTIONS ©EXCEPTIONS Petitioner(s), after aproper search has/have ascertained that Decedent left no Will and was survived by the following sp 'fany)and~eirs (atrpfq~., additional sheets, ifnecessary): ` f>, C t,7 Name Relationshi Address t r,~'{ v~~` ~~~, .. .._ _, ~- W ~-; Form xw-oa ter. rorrlizou Page 1 of 2 Oath of Personal Representative COMMONWEALTH OF PENNSYLVANIA } } s5: COUNTY OF Cumberland .V ~ nl Only ~~~~ "_ I.~.S ,~~ ~U~'(' 2 i2 JUN -6 PM L ~ 31 Printed Name The Petitioner(s) above-named swear(s) or affirm(s) the statements in the foregoing Petition are true and correct to the best of the k^owledge a^d belief of Petitioner(s) and that, as Personal Representative(s) of the ecedwt, the Petitio r(s) will well ^ mly administer the estate aceording to law. Sworn to or affirmed and subscribed before Date ~Ci ~ me th' ay f dK-e- /2 Date Date or the Regis(er Date BOND Required: Q YES t~ NO FEES: ///"' LetteJs ...................... $ ( (o )Short Certificate(s)..... . ( )Renunciation(s)........ . ( )Codicil(s) ............ . ( )Affidavit(s)........... . Bond ........................ Commission .................. Other _ fi/. l 1 Automation Fee ............... C~~ JCS Fee .................... TOTAL ..................... $ 0.00 %~~ . ~' To the Register of Wills: Please enter my appearance by my signature below: Attorney Signature: Printed Name: Supreme Court ID Number: Firm Name: Address: Phone: Fax: Email: DECREE OF THE REGISTER 1 Estate of Sara N. Cousart Fi-e NofJt 1 - ~~ lC3 a/k/a: \ /' AND NOW,< I ~11~- l0 (a , in co,~~ s/i~~d`,er~~ati~on of the fo\regoing Petition, satisfactory prooFhaving been presented before me, IT IS DECREED at Letters ~E~~-~^tL~x~T(~ ~ are hereby granted to ~hn~~.-,.rte ~- ~c+~ ~ . Ll. 0.. ~ in the above sate and (if applicable) that the instrument(s) dated ~ t t / O~- described in the Petition be adT d to probate and filed of record as the last Will (and U~.. Form RW-O2 rev. (0/11/207/ 2 Of 2 LOCAL CERTIFICATION OF DEATH WARNING: I. J' 11 ~qte this copy by photostat or photograph. Fee for this certificate, $6.00 P 18571310 Certification Number TYpe/Print In pB~ ck lnkt This is to certify that the information here given is corrutly copied from an original Certificate of Death duly filed with me as Local Registrar. The original certificate will he forwarded to the State Vital Records Office for permanent filing. '^Aq'91,1! ~ E`2s`~~,n'P L-C1Ll-lC.t-FJ-CA CO~ S ~' I.~ •- ,,,,ENT ~, Local Re~strar Date Issued COMMONWEALTH pF FENNEYLVLNIi • pEPARTMENT OF HEALTH • V ITAL RECORps GERTIFIGOTE OF OEATM .n me IFo-ap Mleal•, L. n, suety x. se. 3. spcla s•auN<Y Numbv a nr O..m (me/Deynrl (span Mot D t a Sara N. COUeart Female 1gJ-12-4024 +. N•-urt 9lrtnew Ivry O•e• el9lrtn (Me/Dayry••y Isp•II MeneM1l .91rtnp1•u IeIN aria se•t•ur e aria D•Ya Heu I^u° 9O (yreD 13 a 1922 Te. elrtnpleu (roomy) NOrthuADeilanC 3•. 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COUSART, of Dauphin County, Pennsylvania, declaze 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 in accordance with any memorandum which I have either 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 to organizations which exist at my death, and if there is a conflict, the memorandum having the latest date shall govern. Article IV All the rest, residue and remainder of my estate, of whatsoever nature and wheresoever situate, I give, devise and bequeath IN EQUAL SHARES to my children, RUBY A. SCHAEFFER, of Dauphin County, Pennsylvania; FRANK H. COUSART, JR., of Cumberland County, Pennsylvania; and BARBARA A. BEAKLEY, of Lancaster County, Pennsylvania. If any of my beneficiaries predecease me or fail to survive me by thirty (30) days, I give, devise and bequeath his or her shaze to his or her issue who survive me, per stirpes, or if he or she have no issue, the shaze(s) are to be added equally to the other shares. Article V If a beneficiary under this Will has not attained the age oftwenty-five (25) years, the share of the beneficiary shall be placed in a separate trust, for the benefit of that beneficiary according to the terms in Article VI. -2- Article VI In the event that a Trust is created by or as a result of any part of this Will, the terms and conditions of the Trust shall be as follows: 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, care and education of the child until the child attains the age of twenty-five (25) yeazs. B. Upon attaining the age of twenty-two (22), one-third (1/3) of the principal and accumulated income, of the child's shaze shall be distributed outright to the child. C. Upon attaining the age oftwenty-five (25), the remaining principal and accumulated income of the child's share shall be distributed outright to the child. D. No beneficiary or remainderman of this Trust shall have any right to alienate, encumber, or hypothecate his or her interest in the principal or income of the Trust in any manner, nor shall any interest be subj ect to claims ofhis or her creditors or liable to attachment, execution, or other processes of law. Article VII In order to carry out the purposes of the Trust established by this Will, 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, -3- (c) to invest and reinvest in all forms of property without being confined to legal investments, and without regard to the principal of diversification, (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; and to pay from my estate reasonable compensation for all their services, (i) to conduct along with 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 standazd schedule of fees in effect while their services are performed. Article VIII I hereby appoint my daughter, BARBARA A. BEAKLEY, as Trustee of any Trust(s) created in this Will. In the event of the renunciation, death, resignation, or inability to act, for any reason whatsoever of BARBARA A. BEAKLEY, I nominate and appoint my son-in-law, GLENN A. SCHAEFFER of Dauphin County, Pennsylvania, as Successor Trustee of any Trust(s) created in this Will. -4- Article IX I nominate, constitute, and appoint my son-in-law, GLENN A. SCHAEFFER, Executor of my Last Will 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 daughter, RUBY A. SCHAEFFER, successor Executrix of my Last Will and Testament. In the event of the renunciation, death, or inability to act, for any reason whatsoever of RUBY A. SCHAEFFER, I nominate, constitute and appoint my daughter, BARBARA A. BEAKLEY, successor Executrix of my Last Will and Testament. I direct that my Executor or successor Executors be permitted to serve without bond and 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 and successor Executors shall receive reasonable compensation for services rendered to my estate. Article X In addition to the powers conferred by law, I authorize my Executor and successor Executors, in his/her 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 regazd to the principal of diversification, (d) to exercise any option or right arising from the ownership of investments, -5- (e) to compromise claims without court approval and without consent ofany beneficiary, (f) to file any federal income tax return For any yeaz 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; and 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 time of my death, and (j) to receive reasonable compensation in accordance with their standazd schedule of fees in effect while their services aze performed. IN WITNESS WHEREOF, I, SARA M. COUSART, hereby set my hand to this my Last Will and Testament, on ~-r-~i- / / - , 2002, at Harrisburg, Pennsylvania. ~CI/tQi ~~ ~ ~a.ue Cr~~ SARA M. COUSART In our presence, the above-named SARA M. COUSART signed this and declazed 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. Name Address 8~ VC. - (7~p~ 845 ir~h~-r~s -}, ~17~c~ -6- I, SARA M. COUSART, 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 SARA M. COUSART, the Testatrix, on ~ ,2002. ~'~ ~ N ublic ~J Gl/YO , ~j~ ~U-L~.fL ~it~ 'SARA M. COUSART JAN L B~NOYV~N, P~1o lower Pentaf Twp, C~mty My Commiedan Expba ~q gyp{ 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) yeazs or more of age, of sound mind, and under no constraint or undue influence. Sworn to or affirmed and subscribed to before me by Jess ~ 11C~ and ' ~ witnesses, on ~l , 2002. ublic ,~~ JAN L BRNetr ~ Pu1b~lpq . T~~~ ~0{ -~-