HomeMy WebLinkAbout07-30-12PETITION FOR GRANT OF LETTERS
REGISTER OF WILLS OF C-U_MBERLAND___ 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: THEODORA_ F. ROBERTSON_ _-_ _-
a/k/a: THEODORA _ FISH__E_R ROBERTSON-_- __ __-
a/k/a: - - _ - - _--- - -- - ---
a/k/a: --_ _
Date of Death: 11 / 21 / 2 D 11 ___ -____
File No: _ _~ ~~~~' ----
(Assigned by Register)
Social Security No: 57.8406.2.7.2
Age at death: 82__ _ ___ _ _
Decedent was domiciled at death in CUM-B E R L_ A N D- _-__ County, P E N N S Y L V A N_I_A _ __ (State) with his/her last
principal residence at 1.00_ MT_ ALLE_N DRIVE_ - _17.055_ UPPER _A__L_ LENTOW_N_SHIP ___CUMBERLAN __
Street address, Post Office and Zip Code City, Township or Borough County
Decedent died at 100 MT- ALLEN- DRIVE__-_ 1.7055____-UPPER_ALLEN TO_WNSHIP__- -_ CUMBERLAND_ PA--
Street address, Post Office and Zip Code City, Township or Borough County State
Estimate of value of decedent's property at death:
/f domiciled in Pennsylvania ................................All personal property $ 2 ,.8 0 0 ~ 0 0-
/jnot domiciled in Pennsylvania .............................Personal property in Pennsylvania $
/f not domiciled in Pennsylvania .............................Personal property in County $ -__ ___ __ ___
value of real estate in Pennsylvania .............................................................. $ -_ _ -
TOTAL ESTIMATED VALUE.... $ __ -_ _ 2 , 800..•._00
Real estate in Pennsylvania situated at: --- --- --- ----- - -
(Attach additional sheets, i/'necessary.) Street address, Post Office and 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 ],0!_~/__198_'Z _- and Codicil(s)
thereto dated -_ _ _- - -- -- - _
State relevant circumstances (e.g. renunciation, deaU~ of executor, etc.)
Except as follows: after the execution of the instrument(s) offered for probate Decedent did not marry, 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. § 3323(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 t.a., pendente lite, durante absentia, durante minoritate
If Administration, c.t.a. or d.b.n.c.t.a., 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.
^ NO EXCEPTIONS ^ EXCEPTIONS _- __ _- -- _ ------- ------__ -- ---- - __- - -- -
Petitioner(s), after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs (attach
additional sheets, if necessary): ""'~'
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Fora, irw-nz rev. io;~u~zoii Page 1 of 2
Oath of Personal Representative
COMMONWEALTH OF PENNSYLVANIA } !,
} SS:
COUNTY OF CUMBERLAND -_ __ __ _ }
Petitioner(s) Printed Name ~ Petitioner(s) Printed Address
1031 CHESTNUT PLACE a
:Y R• HORSTMAN ALSO KNOWN AS HUMMELSTOWN
:Y LEE ROBERTSON -_-_ -- __
351 MARTINGALE DRIVE
JA_ MALAMUD__FORMLERY KNOWN AS. CAMP HILL _ _--
JA_ FIS_HE_R__ROBERTSON _ _ ___-_- --_
d Use Only F'"~'--
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__PA 17011. _ _
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 knowledge and belief
of Petitioner(s) and that, as Personal Representative(s) of the Decedent, the Petitioner(s) will well and truly administer the estate according to law.
Sworn to affirmed and bscr' ed before C~n~ /t!7~~(^z~ tt(~ _---_ _- _ pate _7 ' 3U"~ L
me thi the y/7~ _ ~ - ~ ~ ~ta~--- Date - ~ ~36 i Z
By: ~..- - ---- - -- _ Date
r e Register -..___ Date _
BOND Required: ^ YES ^ NO
FEES:
~a~~f
Lette s ....................... $
--
( ,)Short Certificates(s) ...... _ _- ,.~-'-~ -
~, ~
( ~ )Renunciation(s) .......... __ .~ -_-
( )Codicil(s) ............. .
( )Affidavit(s) ............. ___
Bond .........................
Commission ................... .
Ot er -- - ......... -
%~ _ _ -- ......... - L~-~
To the Register of Wills:
Please enter my appearance by my signature below:
Attorney Signature. ~ ,~
~% /
~'~..-Y~'C ~~---- ~
-- -
Printed Name: DAVID W • -RE_AGER - ___ _.-_
Supreme Court
ID Number: 20868-_
Firm Name: R_EAGER &-_A_DLER, PC_
Address: 2331 MARKET STREET ___
CAMP HILL __- PA -_17011 --
- - --- - ......... _ _ - ~' Phone: 7.17-763-__13.83
_-_ --__ _ _ ......... Fax: 717..-730-7366 _
-_ .
--- __---
JCS Fee ....................... __ S'~~n Email: DWREAGERaR_EAGERADLER_PCCOM - -
Automation Fee ................. ~ ~- --- - --- --- --- -- - - - -- I'
TOTAL ......................$ -- - -~hJ _ -
DECREE OF THE REGISTER
Estate of THEOD_0RA F • ROB-E_RTSON File No: - ~~~/-~ ~~
a/k/a: - _ - _ - - -
AND NOW, - _~~ --_ , ~~.~- , in consideration of thg foregoing Petition,
satisfactory proof havin been sented before me, IT IS D CREED at Le rs -~~J.S~CC /!7e' t~C
-__.-_ are hereby granted to ~Q/7~ ~ -~1",:S~aL1__~Q~_ ~ 1Z~~/h~/~
-_--
in the above estate and (if applicable) that
____
..---
- --
the instrument(s) dated -_ _ _ ~ i'_ r - ~ ~ - -- -
described in the Petition be admitted to probate and filed of record as t))e last Will (and Codicil(s)) of Decedent. ~ ~
Register of Wills
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r~rm Rw-oz rev. ~a~~~;~zoir ~~ Page 2 of 2
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LOCAL t~T~~ C~RTl~~CAT10OV O~ D~ATR .
WARNIN ,1 ,f ~~ega,; tq,~lNQiicate ti~is cagy by photostat ar ~hatagrap~l,
Fee f<~r this certificate, S6.UU
_ P 17960930_
212 JUL 3Q PN 2~ 56
Qf~Pf`wIv J ~vl;n
CUMBERtA-'~D CO.. ~
IiTi~ ~~ to certil~ that ills il~l~cTrmaiilu) hcree"i~cn is
cTj~rcht!•< cllhicLl fnyn( au ori;~inal Ccrtifi~,~ate ITI~ Death
(Inir (~le~l ~cilh mL~ a~. LlTral Re~~istrar. The Ln~i~*inal
cerulicaic ~y.sll he tv~~~arLied tl> the Statr Vital
ll'ax~l~rds t)1~fice I it ~~crmanert filin~~.
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(.(Thal -Le~ristr.u~ [)ate Issued
Certifia)tiL~n tiumber
.J HEY 11.2006
i'HINT IN
~. rUTANENT
~ AI:K INK
COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS
CERTIFICATE OF DEATH
(See Instructions and examples on reverser
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1
IZI±JNUNCIATION
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REGISTER OF WILLS ~ . ~
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COUNTY, PENNSYLVANIA
CWMBERLAND oc~: --~ `-
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Estate of THEODORA F ROBERTSON ,Deceased
I, MARY LYNN ROBERTSON ALSO KNOWN AS MARY LYNN SACHS , in my capacity/relationship as
(Print Name)
F' X r= C I I T A R/ n u l l (, H T F R of the above Decedent, hereby renounce the right to
administer the Estate of the Decedent and respectfully request that Letters be issued to
NANCY R HORSTMAN ALSO KNOWN AS NANCY LEE HORSTMAN
(Date) ~~~-)~~~~
Executed in Register's Office
Sworn to or affirmed and subscribed
before me this day
of ,
Deputy for Register of Wills
Form RW-06 rev. 10.13.06
~--, ~ -
(Signature)
586 IRISHTOWN ROAD
(Street Address)
aici,i nYFnRD PA 173511
(City, State, Zip)
Executed out of Register's Office
Before the undersigned personally appeared the
party executing this renunciation and certified
that he or she executed the renunciati~ for the
purpose~tated yvithin on this ~ ~ day
of N~ , 2012
_. -`.~r.
f ~ ~ ~~
(~ ~ ,
Notary Public ) ~./, , ~ / _~~
My Commission Expires:
(Signature and Seal of Notary or other official qualified to
administer oaths. Show date of expiration of Notary's Commission.)
C`t? uw 'IY~'lt~At:;~ Cw~,i[NNSYLVANIA
NCB"tARIAL SEAL
f~~t11~1` L, SMiTN, Notary Public
`''trab~~ ~~a., Adams County
~' ~~?~'~~ E~~irss C~ecember 12, 2013
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¢OATH OF SUBSCRIBING WITNESS(ES)
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~. a ~ REGISTER OF WILLS
`~ ~~CTTMRF.RT,ANn COUNTY, PENNSYLVANIA
~~~ -- ~ I I ~ ~~ ~
Estate of THEODOR,A F • ROBERTSON ,Deceased
P A l l l Z E D O N T S , (each a subscribing witness to
(Print Name/s)
the ^X Will ^ Codicil(s) presented herewith, (each) being duly qualified according to law, depose(s) and
say(s) that she / he /they was /were present and saw the above Testator /Testatrix sign the same
and that she / he /they signed the same and that she / he /they signed as a witness at the request of
the Testator /Testatrix in her /his presence and in the presence of each other.
(Signature)
(Street Address)
(City, State, Zip)
(sign
X25 HANOVER VIEW CIRCLE
(Street Address)
HARRISBURG PA 17112
(City, State, Zip)
Executed in Register's Office Executed out of Register's Office
Sworn to or affirmed and subscribed Sworn to or affirmed and subscribed
before me this day before me this 3RD day
of of MAY , 2012
Deputy for Register of Wills Nota is
C mission Expires:
(Signature and Seal of Notary or other official qualified to
administer oaths. Show date of expiration of Notary's Commission.)
NOTE: To be taken by Officer authorized to administer oaths. Please have present [he original or copy of instrument(s) ~t~~~~~t~~*n I
Notarial deal
Jennifer Groaa, Notary 1'uhlic
Form RW-03 rev. /0./3.06 Camp Hill ®oro, Cumb~Pisrrq ~:ourlty
My Commission ~xpirg^,.F ~ ~~t~. 91, ~Q12
Member, Pennsylvania A3sgC~tpn gfi Nq~~ries
OATH OF NON-SUBSCRIBING WITNESS(ES)
REGISTER OF WILLS
CUMBERLAND COUNTY, PENNSYLVANIA
Estate of THEODORA F • ROBERTSON ,Deceased
NANCY R• HORSTMAN AKA NANCY LEE ROBERTSON and
(each) being duly qualified according to law, depose(s) and says(s) that she / he /they was /were well-
acquainted with T H E O D O R A F• R O B E R T S O N and am/are familiar
with the handwriting and signature of the decedent, and that the signature of T H E o D o R A F. R O B E R T S O N
to the foregoing instrument purporting to be the Last Will and Testament/Codicil of
T H E O D O R A F• R O B E R T S O N is in his/her own proper handwriting.
/Ft' n
(Signature) ~t
(Signature)
]031 CHESTNUT WAY
(Street Address)
HUMMELSTOWN PA 17036
(City, State, Zip)
Executed in Register's Office
Sworn to or affirmed and subscribed
before me this _ ~ L~rh day
of , X012 .
1
c
p y for Register of Wills
(Street Address)
(City, State, Zip)
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Form RW-04 rev. 10.13.06
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THEODORA F. ROBERTSON Gc-;
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I, THEODORA F. ROBERTSON, of Conewago Township, Ada1R"s
County, Pennsylvania, do make, publish and declare this to be
my Last Will and Testament, hereby revoking all Wills and
Codicils by me at any time made.
ITEM I: I direct that all inheritance and
estate taxes becoming due by reason of my death, whether such
taxes may be payable by my estate or by any recipient of any
property, shall be paid by the Executor out of the property
passing under ITEM IV of this Will, as an expense and cost of
administration of my estate. The Executor shall have no duty
or obligation to obtain reimbursement for any such tax so paid,
even though on proceeds of insurance or other property not pas-
sing under this Will.
ITEM II: I direct the Executor to pay the
expenses of my last illness and funeral expenses from the pro-
perty passing under this Will as an expense and cost of admin-
istration of my estate.
ITEM III: If I predecease my husband,
CHARLES E. ROBERTSON, I give and bequeath to him absolutely and
in fee simple all of my household furniture and furnishings,
books, pictures, jewelry, silverware, automobiles, wearing
apparel and all other articles of household or personal use or
adornment and all policies of insurance thereon. If I do not
predecease my said husband, I make said bequest to my children
Page 1
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living at the time of my death, to be divided among them as
they shall agree.
ITEM IV: I give, devise and bequeath all
the rest, residue and remainder of my estate, not disposed of
in the preceding portions of this Will, to my husband,
CHARLES E. ROBERTSON, as Trustee, IN TRUST NEVERTHELESS, for
the following uses and purposes:
(a) The Trustee shall pay the net income arising
from the principal of this Trust in quarterly install-
ments to my husband, CHARLES E. ROBERTSON, during his
lifetime.
(b) During the lifetime of my said husband, the
Trustee shall pay to or for the benefit of my said
husband so much of the principal of this Trust as may
be necessary, in the sole discretion of the Trustee,
for the proper support, maintenance, and medical care
of my said husband.
(c) Upon the death of my said husband, or upon
my death if he predeceases me, the then remaining
principal shall be divided into as many equal shares
as there are then living children of mine and then
deceased children of mine represented by then living
issue. The Trustee shall pay one such share to each
of my then living children and shall hold one such
share as a separate Trust for the benefit of the issue
of each such then deceased child, per stirpes.
(d) In each Trust established for the benefit of
the issue of a deceased child of mine, the Trustee
Page 2
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shall quarterly pay the net income to or for the ben-
efit of the issue of such deceased child, per stirpes,
living at each time of quarterly distribution; as soon
as any one of said issue attains the age of twenty-one
(Zl) years, and in no event later than twenty (20)
years following the death of the survivor of my hus-
band and myself, the Trustee shall pay over all of the
then assets in the Trust to the then living issue of
my deceased child, per stirpes.
(e) If at any time before final distribution of
the assets of any of the Trusts established for issue
of a deceased child, there are no living beneficiaries
of said Trust, the Trust shall terminate, and its as-
sets shall be added to the other then existent Trusts
created herein for the benefit of the issue of my said
deceased child. Provided, that if any of said Trusts
herein created has previously been terminated by pay-
ment of its principal to its beneficiaries, said ben-
eficiaries who received payment of the principal of
that Trust shall collectively be considered an
"existent Trust" for the purpose of this paragraph,
and one equal share shall be paid directly to such
beneficiaries in the same proportion by which they
received the principal of the Trust, or, if deceased,
to their issue, per stirpes.
ITEM V: My husband, CHARLES E. ROBERTSON,
shall have the noncumulative right to withdraw FIVE THOUSAND
($5,000) DOT~LARS from the principal of the Trust established
under ITEM IV of this Will each taxable year during which he is
then entitled to receive income. If he is living on the last
day of such year, he shall also have the right to withdraw an
Page 3
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(b) To vary investments, when deemed desirable
by the Executor or Trustee, and to invest in such
bonds, stocks, notes, real estate mortgages or other
securities or in such other property. real or per-
sonal, as they shall deem wise, without being re-
stricted to so-called "legal investments", and without
being limited by any statute or rule of law regarding
investments by fiduciaries.
(c) In order to effect a division of the prin-
cipal of a Trust or for any other purpose, including
any final distribution of a Trust, the Executor or
Trustee is authorized to make said divisions or dis-
tributions of the personalty and realty, partly or
wholly in kind, and to allocate specific assets among
beneficiaries and Trusts created hereunder so long as
the total market value of any share is not affected by
such allocations. Should it appear desirable to par-
tition any real estate, the Executor or Trustee is
authorized to make, join in and consummate partitions
of lands, voluntarily or involuntarily, including
giving of mutual deeds, recognizances or other obli-
gations, with as wide powers as an individual owner in
fee simple.
(d) To sell either at public or private sale and
upon such terms and conditions as the Executor or
Trustee may deem advantageous to the estate or Trust,
any or all real or personal estate or interest therein
owned by the estate or Trust severally or in conjunc-
tion with other persons or acquired after my death by
the Executor or Trustee, and to consummate said sale
or sales by sufficient deeds or other instruments to
Page 5
the purchaser or purchasers, conveying a fee simple
title, free and clear of all trust and without obliga-
tion or liability of the purchaser or purchasers to
see to the application of the purchase money or to
make inquiry into the validity of said sale or sales;
also, to make, execute, acknowledge and deliver any
and all deeds, assignments, options or other writings
which may be necessary or desirable in carrying out
any of the powers conferred upon the Executor or
Trustee in this paragraph or elsewhere in my Will.
(e) To mortgage real estate, and to make leases
of real estate.
(f) To borrow money from any party, including
the Executor or Trustee, to pay indebtedness of mine
or of my estate, expenses of administration or inheri-
tance, legacy, estate and other taxes, and to assign
and pledge assets of my estate therefor.
(g) To pay all costs, taxes, expenses and
charges in connection with the administration of my
estate or a Trust.
(h) To vote any shares of stock which form a
part of the estate or Trust, and to otherwise exercise
all the powers incident to the ownership of such stock.
(i) In the discretion of the Executor or Trus-
tee, to unite with other owners of similar property in
carrying out any plans for the reorganization of any
corporation or company whose securities form a part of
the estate.
Page 6
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(j) To disclaim any interest in property which
would devolve to me or my estate by whatever means,
including but not limited to the following means: as
beneficiary under a will, as an appointee under the
exercise of a power of appointment, as a person
entitled to take by intestacy, as a donee of an inter
vivos transfer, and as a donee under a third-party
beneficiary contract.
(k) To do all other acts in their judgment
deemed necessary or desirable for the proper and
advantageous management, investment and distribution
of the estate or Trust.
ITEM VIII: In the event that there should be
established in the Last Will and Testament of CHARLES E.
ROBERTSON Trusts similar to the Trusts herein established for
the benefit of my children and their issue, the Trustee of each
of said Trusts created in this Will shall have the right of
merging it with the similar Trust for the same beneficiaries
created in Will, and operating each of said merged Trusts as a
single Trust.
ITEM IX: Any person who shall have died at
the same time as I shall have, or in a common disaster with me,
or under such circumstances that the order of our deaths cannot
be established by proof, or within thirty (30) days of my
death, shall be deemed to have predeceased me.
ITEM X: I hereby nominate, constitute and
appoint my husband, CHARLES E. ROBERTSON to be the Executor.
In the event of his death or his inability or refusal to serve
as Executor or Trustee, I nominate, constitute and appoint my
Page '7 ~-' ,~ ,-..~~~
daughters, MARY LYNN SACHS, NANCY LEE HORSTMAN and JOHNA FISHER
ROBER'T'SON to serve in his stead as Executor or Trustee, or
both. The Executor and Trustee are specifically relieved from
the duty or obligation of filing any bond or other security.
IN WITNESS WHEREOF, I have set my hand and seal to
this, my Last Will and Testament, consisting of this and the
preceding SEVEN (7) pages, at the end of each page of which I
have also set my initials for greater security and better
identification this ~ day of ~.~~~~ `_~v, 1987.
f,."~)
~r' J ~--....,.
k:. ~.;t_~.~ .~~_~. ~'' ~f~;.-~'7`~ ( SEAL )
THEODORA F. ROB,RTSON
We, the undersigned, hereby certify that the foregoing
Will was signed, sealed, published and declared by the above-
named Testatrix as and for her Last Will and Testament, in the
presence of us, who, at her request and in her presence and in
the presence of each other, have hereunto set our hands and
seals the day and year first above written, and we certify that
at the time of the execution thereof, the said Testatrix was of
sound and disposing mind and memory.
;?tee.-~ `~ h~n7 ( SEAL )
~' ~ ~-~~
e~~~ ;C~ 'v, ( SEAL )
Residing at /'~ C'~uN,~~c~,c~e ~7r-
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Residing a t ~_>._~?:1 „f~~~;:', ~_ ,r1.r.C:~ ~a~
Residing at `~; ~',`~" ~~~~~ _5 //~~~1'f~