HomeMy WebLinkAbout08-23-12PETITION FOR GRANT OF LETTERS
REGISTER OF WILLS OF CUMBERLAND _ _ COUNTY
PENNS~$LVANIA =_~
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['etitioner(s) named below, who is/are 18 years of age or old er, apply(ies) for Letters as specs c~r~i~elow, l in ~-~-~~ ~ ,
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support thereof aver(s) the following and respectfully request(s) the grant of Letters in the ap o~Iate for f. ~~ . ~J
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Decedent s Information c;::
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Name: Margaret S. Julius
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File No:
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_ Social Security No: 164-34-447~'~'"'
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Date of Death: 8/11/2012 Age at death: 96_
Decedent was domiciled at death in Cumberland _ County, Pennsylvania (State) with his/her last
principal residence at 3 Victoria Way, Camp Hill.. 1701__1__ __Eas_t Pennsboro Twp _ Cumberland
Street address, Post Office and Zip Code City, Township or Borough Counh~
Decedent died at 20 N. 12th Street, Lemoyne 17043 _ _Borough of Lemoyne Cumberland PA
Sheet address, Post Office and Zip Code City, Townshipor Borough County State
C~atimatc of value of decedent's property at death
/f domiciled in Pe--nsylvu--ia ................................ All personal property $ 600,000.00
If'not domiciled in Pennsylvania ............................. Personal property in Pennsylvania S
I/'not do-nicrled in Pennsylvania ............................. Personal property in County $
6'ulue of real estate i-- Pennsylvania .............................................................. $ _ 245,000.00
TOTAL ESTIMATED VALUE.... $ 845,000.00
izeai cs~a~e ;,, Pem,sy~vania s;tuated at: 3 Victoria Way, Camp Hill 17.011__ __East Pennsboro_Twp. Cumberland
~. Irruc~h ucl~litin,n~l.chec°rs~. rf neces.iarr.) Street address, Post Oftice and Zip Code City, Township or Borough County
® .~~. 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 ~ 1/14/1995 and Codicil(s)
thereto dated
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State relevant circumstances (e.g. renunciatro--, Beat/c of executor, etc.)
L- xccpt 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 fior 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 au incapacitated person.
® NO EXCEPTIONS ^ EXCEPTIONS
^ F3. Petition for Grant of Letters of Administration (If applicable) _____ __
e.t.a., d. b.rt., d.b.n.c.t.a., pendente lits, durance absentia, durante minorrlcae
If Administration, c. t. a. or d. b.~i.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 gro~mds 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.
^ NO EXCEPTIONS ^ EXCEPTIONS
Petitioner(s), alter a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs (attach
u~hli~ronal s/tests, if necessun-):
Name Relationship Address
662 Diane Drive
Susan J. Wible .daughter Ette_rs _ PA 17319
5 Victoria Way
Sara J. Songy daughter Camp Hill_ __ _ PA 17011
/~~~rm / Il'-II? i'cy'. /Ui/1/?Q/1 Page 1 Of
Oath of Personal Representative
COMIYIONWEALTH OF PENNSYLVANIA
'r SS:
COUNTY OF CUMBERLAND }
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Petitioner(s) Printed Name
662 Diane Drive
Susan J. Wible Etters
5 Victoria Way
Sara J. Songy .Camp Hill. _-
Official Use Only
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Petitioner(s) Printed Address .-
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1-he 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
uf~ Petitioner(s) and that, as Personal Representative(s) of the Decede~~, the Petitioner(s) will well and truly administer the estate according to law.
Sworn too -affirmed at s bscribed fore r~ `' .~-fi``r.~~ Date ~ ~'`~ ~
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me this ~ day of .C 2012 ~ Date
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-- Date
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l'or ~ eistei~ Date
BOND Required: ^ YES ® NO
1; EES:
Lctte-s ....................... $
~(~) Short Certiticates(s)
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( )Renunciation(s) ......... .
( )Codicil(s) ............. .
( )Affidavit(s) ............ .
Bond .........................
Commission ................... .
Other
.~~utomation Fee ................ .
JCS Fee .......................
TOTAL ......................S
To the Register of Wills:
Please enter my appearance by my signature below:
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fC~. ~~ Attorney Signature:
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Printed Name: Kent H. Patterson
Supreme Court
ID Number: 15307
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Firn1 Name: Kent H. Patterson
Address: 221 Pine Street
Harrisburg.. - PA 17101
Phone: (717) 23_8_-4100
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~ Fax: (717)-233-6.280
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DECREE OF THE REGISTER
Estate of Margaret S. Julius File No: s~
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AND NOW, ~~ ~~ ~~ ___- _ _ , 2012_._ , in consideration of the foregoing Petition,
satisfactor roof Navin bee'fi resented before me IT IS DECREED that Letters Testamentar
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are hereby granted to Susan_ J_._ Wible_ and Sara_ J. Songy
- ___ _ in the above estate and (if applicable) that
the instrument(s) dated November 4, 1995
~(~scribed in the Petition be admitted to probate and filed of record as t e st Will (and Codicil(s)) of Dec dent.
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Register of Wills ~~
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Type/pool In EOMMON WEAITH OF IENNSrIYANIA
#33-314 DfIARTMENT Oi NEAETN • VITAI RECORDS
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1. pecldenra Lalal Nam1 IfiraL Middle, Uu, SuNU) I, ka 3. Social SecWRY Number .. pate d Death (MNDaY/rr) (Spell Me)
Margaret S Julius Female 164-38-4475 Au ust11
2012
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Sa. ells-Uµ WMday IYnI SD. Vntl1r 1 Year Sc. Under 1 Da E. Oats of 9inh IMO/Day/Year) (Sp1N MenNl )a. 9Nthpucl IGN and Slate q fael{n Country)
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9l) Se tember 1, 1915 7b.tinhpucllCounry)
L. R<sklnu (Bute a Fore4n Country) aD. Residence IStr..t and Number • Include Apt No.l k. Oid Oecedenl live M a Town,Alp7
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20 N. 12th Street ^Ye,, deradenl YwdN ty,p
ad. Msldenu (County)
Cumberland se. R.aa.n<e lzlp cede) 1 e, decedent Ywl wRNn WNUd Lemoyne aAy/bore.
9. EvM M US Mined f aced 30. Marlul SUIU, at nine d Death Marred Widows 11. SurvMrsE Spouse's Name III wl e
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12. lathe's Mme (Brat, Middle, laaU Sullial 13. MotMr't Name Mlq to tint Mamup IfYtL MIN4, u,tl
Sherman Sm see
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Sara Son Dau hter 11<. InlornunlY Matyry AdMeµ Islreet and Number, Clry, 5411, 21p Code,
5 Victoria Wa Cam Hill p~7011
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-Inpatunt I II DeatA OccurNd SgnewMr Other Than a NoapNal: '~ 1lospke {acuity ~ DeceNnt', Nome
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17c. Name and Complete AddreN d fuMral {acuty
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ITEMS Z)a • MUST tE COM-t[TEO 23a. Dart pronounced Dead IMO Day r 23b. Signature o /sewn -rorwunWi a w n applka a 3c license Number
sr nuoNwNO /RONOUNUS oR
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23d. pate Sitned IMO/Oay/rrl 2e. lime of Death
A r0%. 9:00 P.M. 15. Was Medlin Eaarrdner a Cgoner Contuud7 m Yes No
CAUSE OF DEATH
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76. hn 1. Enter tMchain of evema-diseases, InjurKS, or comdreatlons•-that dvectly caused the death. 00 NOT enter terminal ewnN Fuch aF carduc urrtl I Int
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IMMEDIATE CAUSE ------...._. ,, Probable Myocardial Infarction !
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36. InJury at Wort 37. I/ Trans{wnatgn In)ury, Specify: 13. llescrlbe Mow Irliury Oc[urred:
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^ No ^ -asMnger ^ O1Mr lSpeclNl
3 9x. CertiMr (Chest only one);
^ CrrtilYusg phYSicµn . io tM best of my trgwkdge, death gcurnd dw w tM ousels) and manner
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s4nawre a c.Nn«: nu. or c.quier; Acting Coroner
LkenN Numbs/;
3 90. Name. AddreN and Zip Coded -erson Completing Cauw d Death Ilkm 201
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Matthew S. Stoner, Actin Coroner 8375 Basehore Road. Suite 1, Mechanicsburg, PA 17050 August 13, 2012
0. Mghtnrs Wctrkt Number 11
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RfV 07/2011
LAST WILL AND TESTAMENT
OF
MARGARET S. JULIUS
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I, MARGARET S. JULIUS, of 3 Victoria Way, East Pennsboro
Township, Camp Hill, Cumberland County, Pennsylvania 17011, being
of sound and disposing mind, memory and understanding, do hereby
make, publish and declare this to be my Last Will and Testament,
hereby revoking any and all Wills by me at any time heretofore
made.
ITEM I - I hereby direct my hereinafter named Personal
Representative to pay all of my just debts, funeral expenses, and
estate and inheritance taxes as soon after my death as may be found
convenient. I further direct that my Personal Representative pay
all estate, inheritance and other death taxes as expenses of the
administration of my estate with respect to property constituting
my gross estate for death tax purposes, whether or not such
property passes under this Will; provided, however, that this
direction shall not apply to taxes on any property included in my
estate solely because of a power of appointment thereover which I
possess but have not exercised or on any qualified terminable
interest.
ITEM II - Except as I may have provided in a memorandum signed
by me and kept with the original or a copy of this Will, I give and
bequeath to my husband, EDWIN A. JULIUS, any motor vehicles which
Page One of Five
I may own at the time of my death and all household furnishings,
personal effects and similar personal tangible property, if he
survives me by thirty (30) days. If my husband does not so survive
me, then I give to my children who survive us both so much of said
property as they may each select.
ITEM III - I give, devise and bequeath to my husband, EDWIN A.
JULIUS, as his sole and absolute property, that fractional share of
my estate required to reduce to a minimum or to zero the Federal
estate tax liability of my estate after the use of the unified
credit and any other credits available to my estate (exclusive of
any credits the use of which would increase my total death taxes)
after taking into account all other items included in my gross
estate for Federal tax purposes, whether or not such items are part
of my probate estate. This amount shall be computed as if all
qualified terminal interests were elected as part of the marital
deduction, regardless of the election actually filed. It is hereby
declared to be a primary objective of this Will to take full
advantage of the available marital deduction for Federal estate tax
purposes to the extent required to reduce that tax to a minimum or
to zero, and my Personal Representatives are accordingly hereby
invested with full power to take whatever measures and make
whatever appropriate adjustments as at the time may be required by
the Internal Revenue Code, the Federal estate tax regulations, or
decisional law to clearly qualify my estate for the said marital
deduction.
Page Two of Five
ITEM IV - All the rest, residue and remainder of my estate I
give, devise and bequeath IN TRUST to the Trustees under a Trust
Agreement between me and Edwin A. Julius, Susan J. Wible and Sara
J. Songy, Trustees, dated on even date herewith. This provision of
my Will shall be valid so long as there is in existence a trust
agreement between the above parties or any successor trustees in
which my husband or our issue are the beneficiaries,
notwithstanding the fact that any said agreement may have been
amended subsequent to the date of this Will.
ITEM V - In the event my husband, Edwin A. Julius, shall
predecease me, then I give, devise and bequeath the residue of my
estate to my children, SUSAN J. WIBLE and SARA J. SONGY, in equal
shares. In the event any child shall predecease me, I give the
share of such deceased child to her issue, per stirpes; provided,
however, that if such issue shall be under the age of twenty-five
(25) years, then I give the share of such deceased child to the
Trustees under the Trust Agreement referred to in Item IV above.
In the event any deceased child shall die without issue, then the
share of such deceased child shall be distributed to the surviving
child.
ITEM VI - I hereby nominate, constitute and appoint Edwin A.
Julius as Executor o f thi s my Las t Wi 11 and Testament . I f Edwin A .
Julius shall predecease me or otherwise be unable to serve, then I
appoint Susan J. Wible and Sara J. Songy as Co-executrices.
Page Three of Five
ITEM VII - I direct that my Personal Representatives and
Trustees shall not be required to give bond for the faithful
performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
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MA~RGA,,- ~ T S . JULS y
Signed, sealed, published and declared by the above Testator,
MARGARET S. JULIUS, as and for her Last Will and Testament, in our
presence, who, at her request, in her presence and in the presence
of each other, we, believing her to be of sound mind and memory,
have hereunto subscribed our names as witnesses.
9 ~~
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Page Four of Five
COMMONWEALTH OF PENNSYLVANIA :
ss
COUNTY OF CUMBERLAND
We, MARGARET S . JULIUS, Testator, ~ ~ ~~~p~~J
and ~~,~s ~ G ~~ ei^ witnesses, respectively, whose
names are signed to the attached or foregoing instrument, being
first duly sworn, do hereby declare to the undersigned authority,
the Testator signed and executed the instrument as her Last Will
and Testament and that she signed it willingly and that she
executed it as her free and voluntary act for the purposes therein
expressed, and that each of the witnesses, in the presence and
hearing of the Testator, signed the Will as witnesses and that, to
the best of their knowledge, the Testator was at that time eighteen
(18) years of age or older, of sound mind and under no constraint
or undue influence.
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Subscribed, sworn to and acknowledged before me by Margaret ~S .
Julius, the Testator, and subscribed and sworn to before me by
~.°!.~ and ,----.
witnesses, this ~`~- day of ~b~~ 1995.
My Commission Expires: Notary Public
Page Five of Five
~il~/tTttflil~i ~:7~~1i,
Ji1Di ~ ~ '~. Cl~z.iM, ~dralary Public
Harrist~:~rG: 02u~?hit~ Cr~unty
My Commis~ic~ ~ ~ir~:, ~~0~{.18., X996