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HomeMy WebLinkAbout08-10-12PETITION FOR GRANT OF LETTERS REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Petitioner(s) named below, who is/are 18 years of age or older, appry(ies) for Letters as specified below, and in support thereof aver(s) the following and respectfully requests the grant of Letters in the appropriate form: George E. King Decedent's Information Name: Winifred Mae alk/a: aAda: aAda: Date of Death: 07/31/2072 File No: 21-12 - J~ 7~ (Assigned by Register) Soelal Security No: Age at Death; 81 Decedentwasdomiciled atdeath in Cumberland County, pA (State)with his/herlast principal residenceat 405 Valley Street, Summerdale 17093 East Pennsboro Cumberland Street etltlreu, Posl oRCe end Zip Coda City, Tamahip or Borough County Decedentdied at 405 Valley Street, Summerdale 17093 East Pennsboro Cumberland PA Street address, Post OtFlCe entl Zip Cotle Ciry, TamMip or Borough County State Estimate otvalue ofdecedent's property atdeath: Mdomiciled in Pennsylvania ........................ Allpersonalproperty $ 30,000.00 Nnot domiciled in Pennsylvania .................. PeBOnelpropenyin Pennsylvania $ linot domiciled In PennsyNan/a .................. Personalproperryin County $ Value of real estate in Pennsylvania........... $ 35,000.00 TOTAL ESTIMATED VALUES 65,000.00 Reel estate in Pennsylvania skuetetl at 405 Valley Street (1131Merest) East Pennsboro Cumberland (Attach additional sheets, if necessary.) SUmmerdale, PA 17093 Street etltlreu, Posl boa entl Zip Cade City, Township or Borough CarMy ^X A. Petition for Probate and Grant of Letters Ttastamentarv Petifioner(s) aver(s) that he/shetthey is/are the Exewlor(s) nametl in the Last Will of the Decedent, dated thereto dated Renunciation of Daniel E. Pottelger attached 04I01N999 entl Cotlicil(s) (State nslevent tlmumarenoes, e.g.. renunaetion, tleaM ai executer, etc.) Except as follows: after the execution or the instrument(s) offered for probate, Decedent tlitl not marry, was not divorced, was not a DDaarN to a pending tlivorce Proceetling wherein the grounds for tlivorce had been eatablishetl as tlefinetl in 23 Pa. C.S. § 3323(8), end did not have a chiltl m or adoptetl; and Decedent was nether Me victim of a killing nor ever adjudicatetl an incapacitatetl person. ^X NO EXCEPTIONS ^ EXCEPTIONS ^ B. Petition for Grant of Letters of Administration (dappliceble) c..a.; ..n.; ..n.c.t.a.; en uran a enha; durance mtnorrta If Administration, c.La or d.b.n.c.t.a., enter date of Will in Section A above and comolete list of heirs. Except as follows: Decedent was not a party to gentling tlivorce proceeding wherein the grounds for tlivorce had been establishetl as defined in 23 Pa. C.S. § 3323 (g) entl was neither the vicbm off a killing nor ever adjudicated an incapaGtatetl person. ^X NO EXCEPTIONS ^ EXCEPTIONS Petitioner(s), after a proper search has/have ascertainetl that De®derR left no Will entl was survived by the following spouse (if any) entl heirs (anach addffional sheets, d necessary): 0 Name Relationship Address ~~ ,.,.~ ~ ~ ~+ ~ , ~ r r ~ ~ ~ y v' O ~c-' Z , r in-~ ~C,,, - c ~ CSC O ~- _ ~ tV j° ~rli r- ~ <n ~ Form RW-02 rev. 10-1 f-2011 Copyright (c) 2011 form soawere only The Lerkner Group, Inc. Page 1 of 2 Oath of Personal Representative COMMONWEALTH OF PENNSYLVANIA } } SS: COUNTY OF Cumberland } orciciei uee onry Petitioner(s) Printed Name Petitioner(s) Printed Address George E. King 201 4th Street ,_ Summerdale, PA 17093 ORPhRtd'~ GOU (;UMBERIAND CO., PA The Petitioner(s) above-named s belief of Petitioner(s) and that, as Sworn to oratfirmeda dsubscribed before methi d yot~`~p~--- By:A~~ Regafer r Dete Dace Dffie Dale BOND Required? ~ Yes ~X No FEES Lette ................................. (~I ShortCert~cate(s) 1 )Renunciation(s)..... c _) Codidl(s) ......................... c_IAfiidavd(s) Bond ............................................... Commission ................................... Other rj~ i 1\ To the Ragis[ero/Wills: r,aaae anwr my appearance uy my slgnamre UBIOW: Attorney nature: ~ /A~, J^~/ V _ Printed Name: ... Scott M Dinner Esq Suprome Court ID Number: 53353 Firm Name: Law Office of Scott M. Dinner Address: 3117 Chestnut Street Camp Hill, PA 17011 Phone: 717r1'815800 Fax: 7171781.5008 E-mail: dinner~localnet.com DECREE OF THE REGISTER Date of Death: Social Security No: Estate of Winifred Mae King File No: aAc/a: Winifred M. King AND NOW, i _~(j ~ ,in consideration oftheforegoing Pelilion, satisfactory proof having bb~n presented before me, IT IS DECREED that Letters are herebygranled to George E. King in the above estate and (if applicable) that the instrument(s) dated described in the PetOion be admitted to probate and filed of record $ ___~ ~- Testamentary 0 713112 01 2 172-24.9372 21-12 Inc. LOCAL?C+,pR fGI~T R'S CERTIFICATION OF ®EATH WAF~INR~t~S,~l- duplicate this copy by photostat or phatograptl. n~Z, .,'.N r, r. ,~!!I' Q RE~L,~~,: ~~~ ta,_~r~ r,~, ,;,, •n : ~erlu~~ale. ~<>.n° 212 AUG I 0 Pl112~ 42 ORPtiwV;i COti~i Cr)nlieahtln `umber Thl: i, to Lrru (r ;hai !h': inftnmatiou Y:cre given is an'reLn1~ e.+nicLi ho~:) :1.1 on rr)nal Certitluue of Death Jull: filed r.vith Inc o': I ~Jenl Reg:,trar. The origin:d ~- certiflck .cil' i., f~.;l LCardcd to the ti~ate Vital Rrcu(dk C)I fia~ 61 ~,crnrlnenl Tiling. 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M1em.: enn . mlurv e<Werk c Inlury,sucl w o 9. 0•acNb•NOw lnlury Otturutl: p v r p o D •./ v.. «n.. sc. pN p uM pv n.r 99Y+.~Urt1 •r lGn•ck anlY On•1: ne m•nn•r rt•ue UrtlNln{ pnvucl•n - Te tn• beat M my k^owl•ev. e++m occurrW eu• ea m• uu.•U) • na menn•. at+<.e +ne tlu•w[M1•uuuli)• •na plx• el • a+<• w n• p , m , , e Ov nnunNn{3, UrtIHIn{Phwlcl+n'TO[M1•bxt el m`tnawl+aB•.tle+tn+ccurrsa•< Inm erPlnron, e•+ ntl •t [n• t ma, a•[ nee, t u tl xtl tl/o nl{+t en l o a ~ +^ p , on •n n N p Mealul E+•min•r/G - On • bx • 1~43 L ~0 N b.. m un . a < rtm. e~ m • ~ T slang nmurtlner g n•a D 1 e rv.m ne ntl papa. •IP • ae. mp..n It.mi ~ )~-o L{-3 O S oI at0/7. t rR I 1~ e•a0 O n i <F• N .\{ov .~o L az. R.{f .r r o - •EI•!n fOla[ ttNUm a al. Nlatr+ra91{n+tun _ ? ~ O/ ~] XSD3-143 ' REV OT/3011 plspeaaltlon Permlt No. RENUNCIATION REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Estate of Winifred Mae A/K/A Winifred M. King r, -~ p ~ c' a De6"Ae sed`~'~ ~ ~; . • o _ (,Ir s , c. n L Gr .. .. ' ..T. OC%~.. "~ . ~ Ts ~~ _, ~ `^m ~~ ~ ~, Daniel E. Potteiger , in my capacity/relationship as (Pn'nf Name) co-Executor/brother of the above Decedent, hereby renounce the right to administer the Estate of the Decedent and respectfully request that Letters be issued to George E. King OSNOI2012 (wre) Executed in Register's ice Sworn to or affirmed and subscribed before me this day of , Deputy for Register of Wills ~J°~~ ~ (suparpre) Daniel E. Potteiger 114 Ramsgate Drive (Sheaf Address) Phoenixville, PA 19460 (City, Stets, Zip) Executed out of Register's ice Before the undersigned personally appeared the party executing this renunciation and certlfled that he or she executed the renunciation for the purposes stated within on this 1IltlLday of gust , 2~_ Nefary Public My Commission Expires: `~ -L3 -1 ~- (Sipneture and seal of Notary or other oRdel qualified to administer oeNa. Show date of expiration of Noleys commission.) Form RW-OB Rev f0-f3-2006 CopM9ht (c) 2006 fam software only The Lackner Group, Inc. NOTARIAL SEAL SCOTT M DINNER Notary Public CAMP HILL BOROUGH, CUMBERLAND COUNTY My Commfsalon Expires Oet 23, 2014 - • LAST WILL AND TESTAMENT (Pour-Over Will) OF WINIFRED MAE KING ~~ -v _. ~' ~ v} - or:,,- ~' T D _Y hJ Q .~ c c~ 0 N H)ENTITY r ~, I, WINIFRED MAE KING, residing in the County of Cumberland, Commonwealth ofPennsylvania, being of sound mind and memory, and not acting under duress or undue influence of any person whomsoever, hereby declare this to be my Last Will and Testament, and I do hereby revoke all other former Wills and Codicils to Wills heretofore made by me. My Social Security Number is 172-24-9372. 17~ ~ c, `~ _~ r*i -r, ~ ~-~ ~, .-, ~~ --,, -- T -1 7.- t=ri l~ DEBTS, TAXES AND ADMINISTRATION EXPENSES • I have provided for the payment of all my debts, expenses of administration of property wherever situated passing under this Will or otherwise, and estate, inheritance, transfer, and succession taxes, other than any tax on ageneration-skipping transfer that is not a liability of my Estate (including interest and penalties, if any) that become due by reason of my death, under THE WINIFRED MAE KING REVOCABLE LIVING TRUST executed on even date herewith (the "Revocable Trust"). Ifthe Revocable Trust assets should be insufficient for these purposes, my Executor shall pay any unpaid items from the residue of my Estate passing under this WiII, without any apportionment or reimbursement. In the alternative, my Executor may demand in a writing addressed to the Trustee ofthe Trust an amount necessary to pay all or part of these items, plus claims, pecuniary legacies, and family allowances by court order. PERSONAL AND HOUSEHOLD EFFECTS It is my intent that all my personal and household effects were transferred to the Revocable Trust as a result ofthe Declaration of Intent signed this date. If there are any questions regarding the ownership or disposition ofthese assets, it is my desire that such assets pour into the Revocable Trust, signed by me this date in accordance with the provisions ofthe section titled "Residue of Estate." RESIDUE OF ESTATE I give, devise and bequeath all the rest, residue and remainder of my properly of every kind and description (including lapsed legacies and devices), wherever situated and whether acquired before or after the execution of this Will, to the Trustee under that certain Trust executed by me on the same date of the execution of this Will. The Trustee shall add the property bequeathed and devised by this item to the corpus ofthe above described Trust and shall hold, administer and distribute said property in accordance with the provisions ofthe said Trust, including any amendments thereto made before my death. If for any reason the said Trust shall not be in existence at the time of death, or if for any reason a court of competent jurisdiction shall declare the foregoing testamentary disposition to the Trustee under said Trust as it exists at the time of my death to be invalid, then I give all of my Estate including the residue and • remainder thereof to that person who would have been the Trustee under the Trust, as Trustee, and to their substitutes and successors under the Trust, described herein above, to be held, managed, invested, reinvested POUR-OVER WILLS ~!/hl Page 1 (Testatrix) • and distributed by the Trustee upon the terms and conditions pertaining to the period beginning with the date of my death as are constituted in the Trust as at present constituted giving effect to amendments, if any, hereafter made and for that purpose I do hereby incorporate such Trust by reference into this my Will. EXECUTOR I hereby nominate and appoint GEORGE E. KING and DANIEL E. POTTEIGER to serve without bond as my Joint Executors of this my Last Will and Testament. In the event that one of the Joint Executors shall predecease me, or is unable or unwilling to act as my Executor for any reason whatsoever, then and in that event I hereby nominate and appoint the remaining Joint Executor(s) to serve without bond as my Joint Executor(s). Whenever the word "Executor" or any modifying or substituted pronoun therefore is used in this my Will, such words and respective pronouns shall be held and taken to include both the singular and the plural, the masculine, feminine and neuter gender thereof, and shall apply equally to the Executor named herein and to any successor to substitute Executor acting hereunder, and such successor or substitute Executor shall possess all the rights, powers, duties, authority, and responsibility conferred upon the Executor originally named herein. EXECUTOR POWERS • By way of Illustration and not of limitation and in addition to any inherent, implied or statutory powers granted to executors generally, my Executor is specifically authorized and empowered with respect to any property, real or personal, at any time held under any provision of this my Will: to allot, allocate between principal and income, assign, borrow, buy, care for, collect, compromise claims, contract with respect to, continue any business of mine, convert, deal with, dispose of, enter into, exchange, hold, improve, incorporate any business of mine, invest, lease, manage, mortgage, grant and exercise options with respect to, take possession of, pledge, receive, release, repair, sell, sue for, make distributions in cash or in kind of partly in each without regard to the income tax basis of such asset and in general, exercise all of the powers in the management of my Estate which any individual could exercise in the management of similar property owned in its own right upon such terms and conditions as to my Executor may seem best, and execute and deliver any and all instruments and do all acts which my Executor may deem proper or necessary to carry out the purpose of this my Will, without being limited in any way by the specific grants or power made, and without the necessity of a court order. My Executor shall have absolute discretion, but shall not be required, to make adjustments in the rights of any Beneficiaries, or among the principal and income accounts to compensate for the consequences of any tax decision or election, or of any investment or administrative decision, that my executor believes has had the effect, directly or indirectly, of preferring one Beneficiary or group of Beneficiaries over others. In determining the Federal Estate and Income Tax liabilities of my Estate, my Executor shall have discretion to select the valuation date and to determine whether any or all of the allowable administration expenses in my Estate shall be used as Federal Estate Tax deductions or as Federal Income Tax deductions. • POUR-OVER WILLS (,(J. h7.k~. Page 2 (Testatrix) • SPECIFIC OMISSIONS I have intentionally omitted any and all persons and entities from this, my Last Will and Testament, except those persons and entities specifically named herein. If any person or entity shall challenge any term or condition of this Will, or of the Living Trust to which I have made reference in the sections "Household and Personal Effects" and "Residue of Estate," then, to that person or entity, I give and bequeath the sum of only one dollar ($1.00) only in lieu and in place of any other benefit, grant, bequest or interest which that person or interest may have in my Estate or the Living Trust and its Estate. SIMULTANEOUS DEATH If any other Beneficiary should not survive me for sixty (60) days, then it shall be conclusively presumed for the purpose of this my Will that said Beneficiary predeceased me. WINIFRE EKING Testatrix This instrument consists of 5 typewritten pages, including the Attestation Clause, Self-Proving Clause, signature of Witnesses, and acknowledgment of officer. I have signed my name at the bottom ofeach of the pre eding pages. This instrument is being signed by me on this ~ day of xQ , 19~Q. • • POUR-OVER WILLS ~~-Y1'1 • lr Page 3 (Testatrix) C~ ATTESTATION CLAUSE The Testatrix whose name appears above declared to us, the undersigned, that the foregoing instrument was his Last Will and Testament, and she requested us to act as witnesses to such instrument and to his signature thereon. The Testatrix thereupon signed such instrument in our presence. At the Testatrix's request, the undersigned then subscribed our names to the instrument in our own handwriting in the presence of the Testatrix. The undersigned hereby declare, in the presence of each of us, that we believe the Testatrix to be of sound and disposing mind and memory. Signed by us on the same day and year as this Last Will and Testament was signed by the Testatrix. • WITNESSES: El vn ~ ~ F ~ >`OR l~~s (Printed Name of Witness) ~ ~ ~~~ ~o~e~fhJ ~~ F~Y~v~ (Printed Name Witness) ADDRESSES: 9'Y3 w~r~ fz ~.~1.1 ~ r~d_ E.r.~la, Pr+. 9y~ ivr,¢.~zs~tl~ ~ E,vfla Pi4. POUR-OVER WILLS Page 4 -~~. (Testatrix) • COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SELF-PROVING CLAUSE BEFORE ME, the undersigned authority, on this day personally appeared WINIFRED MAE KING, ~~- o+P E ~ rt S e-s and ny of W J ~ . ~o~ vt~-, known to me to be the Testatrix and the witnesses, respectively, whose names are ubscribed to the foregoing instrument in their respective capacities, and all of them being by me duly sworn, WINIFRED MAE KING, Testatrix, declared to me and to the witnesses, in my presence, that the instrument is her Will and that she had willingly made and executed it as her free act and deed for the purposes therein expressed; and the Witnesses, each on his or her oath, stated to me in the presence and hearing of the Testatrix, that the Testatrix had declared to them that the instrument is her Will and that she executed the same as such and wanted each of them to sign it as a witness; and upon her oaths, each witness stated further that she did the same as a witness in the presence of the Testatrix, and at her request and that she was at that time eighteen (I 8) yeazs of age or over and was of sound mind, and that each of the witnesses was then at least fourteen (14) years of age. p~._P WINIFRE AE KING Testatrix ~~~~ ~7~ Witness ~"l tvs~e-r~c C ~.rL13 es (Printed Name of Witness) a-u.~C,, YJ, ~s~A'~a~ Witness tJ~v~f a 13. 'ov~~a (Printed Name of fitness) SUBSCRIBED AND ACKNOWLEDGED before me by WINIFRED MAE KING, Testatrix, and subscribed and sworn to before me by ~1 vne,g_~_~r? _ _P>_P~_____ and 19 o-r ~ t ~--~-~ witnesses, this the 'T S T day of ~/(l(. > ~~~~ otary Public, Commonwealth of Pennsylvania Notarial 3ssl Don t3odel, Notary Public • Chenenhsm ~Wp., Montgomery County My Commission Ex Tres Oct. 6, 2001 POUR-OVER WILLS ~~ r17. l~ Page 5 (Testatrix)