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HomeMy WebLinkAbout01-10-13Reset 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 speciSed 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: Marearet E. Dearman a/Wa: a/k/a: a/k/a: Date of Death: December 21, 2012 File No: / ~ f (Assigned by Register) Social Security No: Age at death: 96 Decedent was domiciled at death in Cumberland Cotmty, penngylvania (Stare) with his/her last principal residence at 143 S[raver Drive Carlisle Carlisle Boroueh Cumberland Street address, Post Office and Zip Code City, Township or Borough County Decedent died at 1000 West South Suee[ Carlisle Carlisle Borou h Cumberland PA Street address, Post Offce and Zip Code CIty, Township or Borough County State Estimate of value of decedent's property at death: lJdomici[ed in Pennsy/vania ............................ All personal property $ 1,750,000.00 IJnot domiciled in Pennsy!vania ........................ Personal properly in Pennsylvania $ ljnot domiciled in Penosy[vania ........................ Personal property in CounTy $ Value ojrea! estate in Pettttsylvania ......................................................... $ 2Rfi 000 00 TOTAL ESTIMATED VALUE.... $ 2 036 000 00 Real estate in Pennsylvania situated ar. 55 acres on Dearman Road, Carlisle PA~ 4 acres on Watraoners Gan Road Carlisle PA' and (Attach additiona(sheets, if necessary.) Street address, Poat Office and Zip Code City, Township or Borough County 333 Petersburg Road, Carlisle, PA ® 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 March 3l, 2009 and Codicil(s) thereto dated None Slate relevant circumstances (e.g. renunciation, dealh of executor, etc.J Except as tbllows: after the execution afthe instmment(s)offered for probate Decedent did not marry, was not divorced, was notapany toapending divorce proceeding wherein the grounds for divorce had been established as defined in 23 Pa. C.S. § 3323(8), 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 0 EXCEPTIONS ^ B. Petition for Grant of Letters of Administration (If applicable) c. t.a., d.b. n., d.b.n.c. t. a., pendente lire, durance absentia, duran[e minoritate If Administration, c.ta. or db.n.c.ta., enter date of Will in Section A above andcomplete laFtiof h~rs~ ~ ~ Except as follows: Decedent was not a party toapending divorce proceeding wherein the grounds tr~di~rce had been est~ys~ as defined in 23 Pa. C.S. § 3323(8) and was neither the victim of a killing nor ever adjudicated an incapacitated ~sona -n x C..j G' G7 ~vl © NO EXCEPTIONS O EXCEPTIONS ~ p„ f- F~ ~~~,~' Petitioner(s), afteraproper searoh has/have ascenained that Decedent left no Will and was survivedby th~'jolt0wii$ spouse (ifan~~Pangeheirs (attach additional sheets, ijnecessary): _.d _~ ~ t y :.} Name Relationshi ... _. - a _,;.1 'A ~ ass `~> .try C.4 C . C:? Formxw-nz rev. roi(tnp(r Page 1 oft Oath of Personal Representative COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } } SS: } Official Usc Only The Petitioner(s) above-named swear(s) or affirm(s) the statements in the foregoing Petition are true and correct to the beat of the knowledge and belief of Petitioner(s) and that, as Personal Representative(s) of the Recedent, the Petitioner(s) will we • truly administer the estate according to law. Sworn to or affirmed and subscribed before Date n me this day o~ ~~ Date ~~1'0 Date Fo 1 Register Date BOND Required: Q YES 0 NO FEES: / Letters .................... (~ )Short Certificate(s).... .. $ .. ( )Renunciation(s)....... . . ( )Codicil(s) ........... . . ( )Affidavit(s).......... . . Bond....... .. . . . .......... .. Othemissta, .1~ / U.......... ~ _~ f ~ f L ...... .. . ~i,h ~ .... .. T Automation Fee ............ . .. JCS Fee. . TOTAL ..................... $ -'-$6~- " 3/3 ~ To the Register of Wi(/s: •~~~< ~...~....y appearance oy my stggaru re DeIOW: 1 C ~ ~ t Printed Name: David A. Bpr~c~-s ire~~ Supreme Court ~ » r i.~ ""t r~~' ~ ~ ID Number: 44853 ~ ~ m O •y .y ~ r Firm Name: ?: Banc Sche ~ ~~'C"' ~ c' ~ :. `^ a Address: - ~ - ~,- ' l i (fad-~ _ itii ~,~ ~ G3 U'] ~ ~. (717)249-6873 (7171249-5755 dharic hariccrherPr ~~ - DECREE OF THE REGISTER Estate of Mazeazet E. Dvatman File No: ~ I ~ J ~ " ~~~~ a/k/a: AND NOW, satisfactory proo (l J ,(/(I' l ~. ~ , in consideration of the foregoing Petition, before me, IT IS DECREED that Letters _ testamentary :by granted to Nancy L. Polev , the instrument(s) dated March 3 L 2009 described in the Petition be admitted to probate and in the above estate and (if applicable) that as h~last Will FormRw-oa re..~oiirizort ~l Page2~of2 NIIL4N05 RFV 19n I LOCAL REGISTRAR'S CERTIFICATION OF DEATH WARNING: It is illegal to duplicate this copy by photostat or photograph. RECORDED ~?;=;>i,^.E CP Fee Cor this certificate, $~F~'ISTcfi OF 4`'-~,$ [Oi3 JRPJ 10 ~ i ~ 0 This is Ln certify that [he 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 to [he Sarte Vital Records Office for permanent filing. P CLERK G= `~~ ~- ---' ~ `f ' , ` dt~`P MlA N S' C ~ U R's ~~c 0,tsnk,, ' '~'~°~" D I` 2 x/2012 cenrt(cation N~~19ERLAND CO.; r'A a T Local Registrar Date Issued pe/znnnln COMMONWEALTH OE PENNSVLVGNIq•DEPgpTMENT Ox MEhLTHVITgL gECOgOS eck lnkt on t Er R_H ~ p OF DEATH 3. Decetlen s Legal Name (ilrse, Mlaale, Laz<, SuNlx) St c clvl secure Fl1e Numbe.: z. Mar aret E. yy~n Sex 3. SO ty NUmber ace a Dale o/ D aM IMa/Day/Vr) (Spell Ma) ' sa.q - glr<bmv(v.xl D se F 200 22 5227 De i r 21 r 2012 6. Data or glen (MO/wrnearl Is rl M n I c p. Monml . gA1.aT ~clty anPs 96 Door oars Hopr r mP<ex T' 5 5 c.<e .. Ee .elan eu rv) A da October Cj t t ea. R PaAanoe (state o. Fo alHn cnuntro gb. Rexlaenca Rtreet area Numba.- lncluae gp?N until er o B l b wn ( . c a wceaent uve in a rn ml pa ea. pemaena (co <m 1 43 Strayer Drive ®r<x, ae=eaent Ilea In South Middle tAn rl Cumbe and twp exmenoe (ZIP cmo pNO, eeceaenc nvea wmnln norms of 9. 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R Hle wfe Mn D ~~ ` gmenaments q"3 afJ\a Dlxpesltlon Pe.m,<N _ o ~a n ~ ~r H1D6-ice, REV O)/2OSx LAST WILL AND TESTAMENT OF MARGARETE.DYARMAN I, Mazgazet E. Dyarman, of Cumberland County, Pennsylvania, being of sound mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking all other wills and codicils heretofore made by me. FIRST I direct the payment of my debts and the expenses of my last illness and funeral from my I ~~ estate as soon after my death as conveniently may be done. If there be no cemetery lot available for my interment, owned by me at the time of my death, I authorize my personal representative to purchase such cemetery lot with a contract for perpetual caze, using therefor funds from my estate, and I authorize my personal representative to cause title to or ownership of such lot so purchased to be vested in such person as my personal representative shall designate. Further, in this connection, I authorize my personal representative to expend funds from my estate, in such amount as my personal representative shall consider necessary and desirable, for the purchase, erection and inscription of a suitable marker for my grave. Further, I direct that any inheritance, estate or death taxes for property passing under this will shall be paid by my estate. SECOND I give, devise and bequeath my real property known as Pennsylvania, to my daughter, Nancy Poley. ~ ~ ~~ ~ ~ c_ a ~ min = cn..n % ?7 p, r- r- -~ m F~ ~ -, r,,~ r, ~ 123 Strayer Dr~e~~i~ o isle ?a c~ ca r ca ~-, ~-, ',~ .. -,.S -Y~ ca c: _ ;. i z~ c:~ r- rvr ~, -~ ,,, c .~ r- to ~ c~ I give, devise and bequeath the rest, residue and remainder of my estate to my daughter, I Nancy Poley and my granddaughters: Debra Sue Boden, Teresa Isabella, and Stacy Ann East, per stirpes, as follows: a) one-half to Nancy Poley; b) one-sixth to Debra Sue Boden; ~ c) one-sixth to Teresa Isabella; and d) one-sixth to Stacy Ann East Provided, however, that the shares passing to Debra Sue Boden, Teresa Isabella and Stacy ~ Ann East or their issue shall not in the aggregate exceed the maximum amount permitted without incurring generation skipping transfer tax, to the extent the cumulative amount would be taxed by generation skipping transfer tax then the excess amount shall go to Nancy Poley. THIRD In the event that a portion of my estate passes to an heir under the age of forty-five (45), ~, then that portion of my estate passing to the heir shall be placed with Nancy Poley, as TRUSTEE, ~ under the following conditions: 1. My Trustee may pay principal and income to or for the benefit of the heir during her life as my Trustee, from time to time, shall deem advisable for the health, maintenance, support and complete education of such heir and their children. In addition, my Trustee in her sole discretion may advance principal to said beneficiary against the fractional shazes to be advanced hereunder for the purchasing of a home or any other purpose Trustee in her sole discretion deems reasonable. 2. Notwithstanding the foregoing provisions, after attainment of forty-five (45) yeazs, each heir may withdraw all principal and accumulated interest, if any, in their trust. 3. In the event of the death of Debra Sue Boden, Teresa Isabella or Stacy Ann East prior to age forty-five (45), the principal and accumulated interest in the respective trust will pass to their child or children in equal shares to be held in trusts for each child or children under the following conditions: A. My Trustee may pay principal and income to or for the benefit of the heir during his or her life as my Trustee, from time to time, shall deem advisable for the health, maintenance, support and complete education of such heir and their children. In addition, my Trustee in her sole discretion may advance principal to said beneficiary against the fractional shazes to be advanced hereunder for the purchasing of a home or any other purpose Trustee in her I sole discretion deems reasonable. B. Notwithstanding the foregoing provisions, after attainment of thirty (30) years, each heir may withdraw one-half of the principal of his or her trust valued as of said birthday or I ' the date of division into shazes, after attainment of age forty (40) yeazs, each heir may withdraw the remainder of said principal and undistributed income, if any. k' .,,..,.,,., ~~.~„m............,~u. ,~.~.,..w~~,s.._.....,~..,. ~~ If Debra Sue Boden, Teresa Isabella or Stacy Ann East shall predecease me, their interes li {. ., <...... ~. ~ w .................... .... ~ ..... ~..... ~ .,.,... A ~ .. in my estate shall pass to their children at my death in equal shazes to be administered in accordance with the provisions of sections 3 A. and 3 B. hereinabove. Should either Debra Sue I Cj. ,~. ,..,, .,_M ... ................ .. ~.., ...,.. Boden, Teresalsabella or Stacy Ann East predecease me leaving no issue, their interest in my estate shall pass to the survivors among them in equal shares subject to the trusts established a herein. Notwithstanding any other provisions hereinabove, the Trusts created shall terminate not later than twenty-one (21) years after the death of my last survivor and any other beneficiary or heir living on my date of death. The Trustee shall distribute such remaining trust principal and accrued or undistributed net income to the beneficiaries. 4. Should the principal of any trust herein provided for be or become too small in my Trustee's discretion to make establishments or continuance of the trust advisable, my Trustee may distribute the remaining principal and any accumulated or undistributed income outright to the beneficiazies in the proportions to which they are then entitled to. The receipts and releases of the distributees will terminate absolutely the rights of all persons who might otherwise have future interest in the trust, whether vested or contingent, without notice to them and without the necessity of filing an account with the court. FOURTH I direct that no trustee, executor, guazdian or other fiduciary named, nominated, or appointed by this my Last Will and Testament shall be required to post any bond or give any security of any type for any purpose whatsoever, any law or rule of the court of the Commonwealth of Pennsylvania or any other jurisdiction to the contrary notwithstanding. I P ~ direct that the law of the Commonwealth of Pennsylvania shall apply to any interpretation or application of the validity of this instrument. FIFTH My executor and trustee shall have the following powers in addition to those vested in them by law and by other provisions of this Will, applicable to all property, real, personal or mixed and wheresoever situate, including property held for minors, whether principal or income, exercisable without court approval, and effective, with respect to each item of said property until actual distribution thereof. A) To retain, as investments of my estate or trust, any or all assets of my estate, real, personal, or mixed, without regazd to any principal of diversification, and to purchase and acquire real or personal property and to hold any or all of such real and personal property retained or acquired without making the same productive of income. B) To permit the children, or any of them, to occupy any real estate retained or acquired upon such terms and conditions as my executor or trustee shall deem proper. C) To pay all taxes, chazges and expenses of maintenance, upkeep, improvements, development, protection, preservation and investment of any retained or acquired real or personal property, such payments to be made from either principal or income as my executor or trustee shall determine. D) To retain or invest any and all funds, whether principal or income, in any real or personal property without restriction to legal investments; to purchase investments at premiums; to exercise all rights of a security holder or shaze holder in any corporation; and to ,v lease, mort a e, led e g g p g ,give options upon or sell at public or private sale and without approval p ~ of any court, any real or personal property, or portion or portions thereof, irrespective of the C/`~ manner or the means by which the same was acquired by my said executor or trustee. E) To make payment or distribution herein provided for in cash, kind or partly in cash and partly in kind, at valuations fixed by my executor or trustee at the time of distribution. CC~ SDtTH S~\~J Any and all payment or payments of any sum or sums, whether in cash or in kind and C whether for principal or income, payable to an heir, or any of them, shall be made upon the sole receipt of the respective individual to whom the payment is made, and free from anticipation, alienation, assignment, attachment, and pledge, and free from control by the creditors of any such beneficiary. SEVENTH I appoint my daughter, Nancy Poley ,Executrix of this my Last Will and Testament. Should my said Executrix fail to survive me or for any reason fail to qualify as Executrix, then I appoint Frank Poley, Executor of this my Last Will and Testament. Should my daughter, Nancy Poley or Frank Poley fail to survive me or for any reason fail to qualify as Executrix and Executor respectively, then I appoint David A. Bario, Esquire, Executor of this my Last Will and Testament. I also appoint my daughter, Nancy Poley, Trustee of this my Last Will and Testament. Should my said Trustee fail to survive me or for any reason fail to qualify as Trustee, then I appoint Frank Poley, Trustee of this my Last Will and Testament. Should both Nancy Poley and Frank Poley fail to survive me or for any reason fail to qualify as Trustee, then I appoint David A. Baric, Esquire as Trustee. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of seven (7) typewritten pages, the first six (6) of which bear my initials in the margin for the purpose of identification, this 31st day of March, 2009. Margaret E. Dyarman 0 ~~_ Signed, sealed, published and declared by the above named testatrix, Margaret E. Dyannan, as and for her Last Will and Testament, in the presence of us, who, at her request, in her sight and and in the sight and presence of each other, have hereunto subscribed our ~~,( ~,~Ij~ ~' _ADDRESS /~~L~~%f/~/l ~~ C~if/c~G22~/ ~ ~~!/I.3 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS. We, Mazgazet E. Dyarman, ~ ul~ ~. ~~ ~ G and IT1"ld rt'a M . ~ arvtosthe testatrix and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument of her Last Will and Testament, and that she signed willingly and that she executed as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testatrix, signed the Will as witnesses, and that to the best of their lrnowledge, the testatrix was at the time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. Sworn to and subscribed before me this 31st day of Mazch, 2009. COMMONWEALTH OF PENNSYLVANIA NOhrlal8sal Amentle L. 6amhitel, Naary Public Caniak eoro, Cumbanantl County MY Commhalon Ex me 6117 2010 Member, PpfifitiyWtlfild 8~ h tli~den