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HomeMy WebLinkAbout01-23-13PETITION 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 requests the grant of Letters in the appropriate form: Arthur D. D'Agostino Decedent's Information Name: Janet K. D'Agostino File No: 21 ..__ ~_,~ - (.' ~~ a/k/a: (Assigned by Register) a/k/a: a/k/a: Social Security No: Date of Death: 12/29/2012 Age at Death: 93 Decedent was domiciled at death in Cumberland County, pA (State) with his/her last principal residence at 3510 Walnut Street, Apt. 3, Camp Hill 17011 Camp Hill Borough Cumberland Street address, Post Office and Zip Code City, Township or Borough County Decedent died at 3510 Walnut Street, Apt. 3, Camp Hill, PA 17011 Camp Hill Borough 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 $ 20,000.00 !f not domiciled in Pennsylvania ................ Personal property in Pennsylvania $ If not domiciled in Pennsylvania ................ Personal property in County $ Value of real estate in Pennsylvania ................................................................... $ TOTAL ESTIMATED VALUE $ Real estate in Pennsylvania situated at NIA (Attach additional sheets, if necessary.) 03/06/1997 Street address, Post Office and Zip Code City, Township or Borough ^X A. Petition for Probate and Grant of Letters Testamentary Petitioner(s) aver(s) that he/she/they is/are the Executor(s) named in the Last Will of the Decedent, dated thereto dated 20,000.00 County and Codicil(s) State relevant circumstances (e.g., renunciation, death 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., pedente lite, durante absentia. durante minoritate If Administration, c.t.a ord.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,pending divorce proceeding wherein the grounds for divorce had been es~abaished as.defined in 23 Pa. C.S. § 3323 (g) and was neither the victim of a killing nor ever adjudicated an incapacitated pers. ~:=:i ~; itin "~ C ._? ~.~.~$ ^ NO EXCEPTIONS ^ EXCEPTIONS c..._ 'I ~ '~~ Petitioner(s), after a proper search has/have ascertained that Decedent left no Will and was survived by th~llowing,rspou~~~(if any') and heirs (attach additional sheets, if necessary): •` -- ~ " r '~ ~K~ ~...,~ C".J ~ . ~~ ~..., C..J .y~,, Name Relationship Address _ '" ~` ~ ----~; ,., ~~ Form RW-OZ rev. 10-11-2011 Copyright (c) 2011 form software only The Lackner Group, Inc. Page 1 of 2 Oath of Personal Representative COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland } } SS: } Official Use Only Petitioner(s) Printed Name Petitioner(s) Printed Address Arthur D. D'Agostino 103 Skyline Drive Mechanicsburg, PA 17050 717-691-1934 + F '~ ~s ., rw ibq ~..~.~. ' Cade XX ~n` . ( ~~ - - ~ ~ ~ i..~: ~~_ t . - i ~_. i ,,. ~~.. The Petitioner(s) above-named swear(s) or affirm(s) the stat ment in egoi ition are true and correct to the best of the knowle ge and belief of Petitioner(s) and that, as Personal Representative(s) f e will well and truly administer the estate acco~ ~~ to la _..~ Sworn to or affirmed and subscribed before Date /' 1(~'d..~'~~. t ~ ~ ~ ~ , Date me this day of /7~ c By: ~ >D L//_ ~~J1-L ~~~~ ~ >~f ~...~ ~ V Date Register Date BOND Required? ~ YES ~ NO FEES: /t~C'' ~r4~, Letters ...................................... .... $ (,~ ( )Short Certificate(s)..... ~~, .... ( )Renunciation(s) .......... .... ( )Codicil(s) .................... .... ( )Affidavit(s) .................. .... Bond ........................................ ..... Commission ............................. ..... Other C" f:? ~ ~i'~ ~~' !} G; , cr Automation Fee ....................... ..... ~~ JCS Fee ................................... .... ~ - .~ _ G' TOTAL ..................................... .... $ ` r .~- .S yC~ To the Register of Wills: Please enter my appearance by my signature below: Attorney S~ ature: .-r ', a, ! lL.~ J Printed Name: James D. gar Supreme Court ID Number: 19475 Firm Name: Bogar & Hipp Law Offices Address: One West Main Street Shiremanstown, PA 17011 Phone: (717) 737-8761 Fax: E-mail: jbogar@bogarlaw.com DECREE OF THE REGISTER Date of Death: 12/29/2012 Social Security No: 205-09-9217 Estate of Janet K. D'Agostino File No: 21 =r ` • LY ~~~ a/k/a: - - ___ AND NOW, ~,¢"" G4--~~--~-r,:~ satisfactory proof having been prese y~-~- ~-Lt !„~`' , in consideration of the foregoing ~'etition, before me, IT IS DECREED that Letters Testamentary , are hereby granted to Arthur D. D'Agostino in the above estate and (if applicable) that the instrument(s) dated 03/06/1997 described in the Petition be admitted to probate and filed of record as the I~t/Wi,~(and Codicil(s) of Decedent. ~ ~ ~ Register of Wills L-~/~h,e._~~ Copyright (c) 2011 form software only The Lackner Group, Inc. Page 2 of 2 .~~~"'~ LJ ', 'mss ' P~;~ '~ ~ r e , L ~~.,, ~ y w .,, '" ;~ _. LAST WILL AND TESTAMENT ~ - ~-r-. . .. . ~~; ; OF ~..a ~ ~;r JANET K. D'AGOSTINO I, JANET K. D'AGOSTINO, of 3510 Walnut Street, Camp Hill, Pennsylvania, 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 all other Wills and Codicils previously made by me. ITEM I: I direct that payment of all my just debts, expenses of my last illness, funeral expenses, and cremation expenses and the costs of administering my estate from my estate as soon after my death as conveniently may be done. ITEM II: I give, devise and bequeath all of the rest, residue and remainder of my estate, of every nature and wherever situate, together with all insurance policies thereon, unto my son, ARTHUR D. D'AGOSTINO, providing the said Arthur D. D'Agostino shall survive me by ninety (90) calendar days. ITEM III: Should my said son predecease me or die on or before the ninetieth (90th) day following my death, I give, devise and bequeath all of the rest, residue and remainder of my estate of every nature and wherever situate, together with all insurance policies thereon, to my three grandchildren, namely Dominic C. D'Agostino, Joseph E. D'Agostino and Daniel A. D'Agostino, absolutely, share and share alike; in the event any of my grandchildren predeceases me or dies within ninety (90) days of my death, then his or her share to go equally to his or her children then living, per stirpes and not per capita, otherwise to the survivor of them. Provided, nevertheless, I direct that none of my apartment buildings be sold within five years of the date of my death unless needed for the payment of taxes or estate bills which shall be done at the discretion of my Executor until enough funds are obtained for the payment of taxes and estate bills and expenses, and in the event any of the apartment buildings are awarded or conveyed in kind to any of my above named beneficiaries or trustee that the deed of conveyance shall contain this restriction: The premises cannot be conveyed or sold for a period of f ive years from the date of my death. ITEM IV : The share of any beneficiary under twenty-five ( 2 5 ) years of age shall go to Dominic C. D'Agostino, or if not empowered, a financial institution appointed by my personal representative, in trust, for the following purposes: 1 . The income and the corpus of the Trust to go for the care , maintenance, education, occupational training and. to enhance any personal skills or interest in the musical field or any other field and the welfare of said beneficiaries to the extent other income is insufficient . My said Trustee shall give the highest regard and credibility to the adult person with whom said person resides and upon request or demand of such adult person for payment or reimbursement for present or future expenses that involve the said items for the good and welfare of my beneficiaries, said Trustee is authorized to pay such requests or demands for present and future expenses without any further investigation or order of court and without any further liability or responsibility for the application of such monies paid. 2. Whenever said beneficiary attains the age of twenty-five (25) years, then the Trust shall pay over to said beneficiary all the rest, residue and remainder to the said beneficiary. If the beneficiary dies before attaining age twenty-five (25), the Trust shall terminate and such share shall be distributed to his or her personal representative. ITEM V : I direct that any and all taxes that may be assessed in consequence of my death, including all inheritance, estate and transfer taxes imposed upon my estate passing under my Will or otherwise, shall be paid out of the principal of my residuary estate as a part of the expense of the administration of my estate . ITEM VI: I authorize and empower my personal representative to compromise, adjust, release and discharge in such manner as my personal representative may deem proper, all debts and claims owed by or to me or my Estate; to sell, lease or exchange at public or private sale or in such manner, at such prices , and upon such terms of credit or otherwise, as my personal representative may deem proper, all or any part of my property, real or personal; to exec ute, acknowledge and deliver instruments of conveyance, including deeds in fee simple; to borrow money for the purpose of paying estate, inheritance or other taxes which are required to be paid and to secure any such loans by pledge or mortgage of all or any part of my property and to execute the necessary instruments to carry out such powers; to distribute my estate in kind or partly in money or partly in kind, and to determine the fair value at which any property so distributed in kind shall be received by the distributees; to conduct any business in which I have an interest at the time of my death, for such period as my personal representative may deem proper, power to borrow money and pledge assets of the business and the power to do all other acts that I, in my lifetime, could have done, to delegate such power to any partner, manager or employee without liability for any loss occurring therein and to organize a corporation to carry on said business as capital to such corporation and accept stock in the corporation in lieu thereof and hold such stock for the uses of this my Will, and to vote said stock or sell the same as to my personal representative may seem best; to retain all stocks, assets, bonds and investments owned by me without being confined to what is known as legal investments; to execute any options to purchase, to apply for stocks, bonds or other investments, to purchase or otherwise acquire real estate and to execute the same powers thereover as hereinbefore provided, to retain indefinitely any part of my assets, real or personal, which is or may become unproductive or to make sale thereof; to pay carrying charges and expenses of the property out of other principal or income of my estate; to invest and reinvest in all forms of property without restriction to investments authorized for Pennsylvania fiduciaries, as my personal representative deems proper, without regard to the principle of diversification or risk; to exercise any law-given option to treat administrative expenses either as income tax or as estate deductions, without regard to whether the expenses were paid from principal or income . The powers herein conferred shall be to my named personal representative and all successors thereto and shall be in addition and not in limitation of other powers conferred on said fiduciary. Any and all payment or payments of any sum or sums, whether in cash or in kind and whether for principal or income payable to any beneficiary shall be made upon the sole receipt of the respective beneficiary 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. ITEM VII: All shares of principal and income hereby given shall be free from anticipation, assignment, pledge or obligation of the beneficiaries and any of them and shall not be subject to any execution or attachment, levy or sequestration or other claims of the creditors of said beneficiaries or any of them. ITEM VIII: I nominate, constitute and appoint ARTHUR D. D'AGOSTINO, as the sole Executor of this my Last Will and Testament, to serve without bond. In the event of the renunciation, death, resignation, refusal or inability to act for any reason whatsoever of the said ARTHUR D. D'AGOSTINO, I nominate, constitute and appoint DOMINIC C. D'AGOSTINO as the Executor of this my Last Will and Testament, to serve without bond. IN WITNESS WHEREOF, I, JANET K. D'AGOSTINO, have, to this my Last Will and Testament, set my hand this -~~~= day of ~, W _ ~... ,1~.. ~ ,,,~ ( SEAL ) ,:`JANET K. D' AGOST.INO ~'~ Signed, sealed, published and declared by JANET K. D' AGOSTINO, the above named Testatrix on the ~~' ~`~ day of ~ ,~,,1,_ ~~ 19 ~ " as for her Last Will and Testament, in t e presence of us, who, in her presence, and in the presence of each other, have, at her request, subscribed our names as witnesses hereto. .. residing at ~~;;~ ~~;- f;~, ,~- ~r`/-~ -; _ .,~ .~_ ~~~- -~~~ ,. `~ F ~ ~. \T ~ - i ~ J -~ ~#` ~~ r-% / ~ i <- ~7~~ ~) r residing at ;:;,~C~ ~,~,~ ~~~~~, (../~` ~.~-~ ;~ ~,_ _7 '`.~.G~. r ~GJ COMMONWEALTH OF PENNSYLVANIA COUNTY OF ~,~_ SS WE, the undersigned, the Testatrix and the witnesses, respectively, whose names are signed to the foregoing instrument, being first duly sworn and qualified according to law, do hereby declare to the undersigned authority that we were present and saw the Testarix sign and execute the instrument as her Will, and that she had signed 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 Testatrix, signed the Will as witnesses and that to the best of their knowledge, the Testatrix was at that time eighteen years of age or older, of sound mind and under no constrain or undue influence, and I, the said Testatrix, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament, that I signed it willingly, and that I signed it as my free and voluntary act for the purposes therein expressed._ (~~ 1 ~~ ~ I ! ,' 'testatrix ~~., F - . ~` , ~ `, ,. .~'W tne~~. _ ~~ ~ :~ F ~~ Witness Sworn to and subscribed before me this ~ ~- day of ~~~~.,~~ ,~ ~~ _, 19 rr/ ~ --~ NOTA.R~A,L SEAL ~ NOtary P bl1C ~~ i Mary D. L'erHage. P",'ctary Put i ~ .C ~ My Commission Expires . ~ °'~~s~'~'r~ ~~r.~~, `~'"' K ~~"-",y '' iT, fI'/ ~;.'~('"1inI~S'J('I E,k,~'...__.~S i`f ~ 7..~~) _ i