HomeMy WebLinkAbout02-12-13PETITION FOR GRANT OF LETTERS
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
Petitioner(s) named below, who islare 1 S years of age or older, apply(ies) for Letters as specified below, and in support thereof aver(s) thl
following and respectfully requests the grant of Letters in the appropriate form:
Bonnie E. Watkins
Decedent's Information
Name: Lucille N. Wilson `. ~~
File No: 21 -13
a/k/a: (Assigned by Register)
a/k/a:
alkla: Social Security No:
Date of Death: 01131/2013 Aga at Death: 90
Decedent was domiciled at death in Cumbedand County, pp (Slate) with hislher last
principal residence at 351 Stonehedge Lane Mechanicsburg 17055 Upper Allen Township Cumberland
Street atltlresa, Post Ottira antl Z1p Cotle City, Township or aorcugh County
Decedent died at 503 N 21st St., Camp Hill PA 77011 Camp Hill Cumberland PA
Street atltlress, Post Of/i~ end Zip Cotle Cily, TownstNp or Borwgh County State
Estimate of value of decedent's property at death
If domiciled in Pennsylvania ........................ All personal property $ 10,000.00
if not domiciled in Pennsylvania ................. Personal property in Pennsylvania $
If not domleiled In Pennsy/vania ................. Personal property in County $
Value of real estate in Pennsylvania........... $ 10,000.00
TOTAL ESTIMATED VALUES 20, 0.00
Real estate h PannayWarna siluatetl at 351 Stonehedge Lane Mechanicsburg 17055 Upper Allen Township Cumberland
(Atlacn atl0itionel sheets, it necessary.)
Street etltlress, Past Office end Zip Cotle Ciry, Tawnahip ar Borough County
QX A. Petition for Probate and Grant of Letters Testamentary
Petitioner(s) aver(s) that helshefihey islare the Executor(s) named in [he Last Will of the Decedent, dated 08/2712009 and Cotlicil(s)
thereto aatetl
(S(are relevant cln:umsrancas, a g., reeun,xetiOn, tleath of axepator, etc
Except as follows: after the exewaon of the instrument(s) offeretl for probate, Decedent did not marry, was not tlivorced, was not a Party to a pending
divorce roceeding wherein the grourWS for divorce had been established as tlefined in 23 Pa. C.S. g 3323(8), and tlitl not have a child bom or
adopte~and Decedent was neither the victim of a killing nor ever atljutlicated an incapacitated person.
QX NO EXCEPTIONS.Q EXCEPTIONS
^ B. Petition for Grant of Letters of Administration Of applicable)
c..a.; ..n.; ..n.c..a.; pe en I e: uren e a en ra; uran a mmo e
If Administration, c.ta or d.b.n.c.t.a., enter date of WIII 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 established as defined
in 23 Pa. C.S. § 3323 (g) and was neither the vicbm of a killing nor ever a JUdiCated an incapaci[atetl person.
NO EXCEPTION5 ^ EXCEPTIONS
Petitioner(s), after a proper searoh has/have ascertained that Decedent left no Will and was survived by the following spousCt any) antl hein~ttachM rT1
adtlitional sheets, d necessary):
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Name Relationship Address ~ r--
Bonnie E. Watkins daughter 593 Geneva Dri 9Z fv ~ ~
Mtachanlrsburg f~5~ p 4
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Farm RW-02 rev. 10-11-3011 CoPYnght (c) 2011 form sonware aMy The leckrrer Group. Inc Page 1 0( 2
Oath of Personal Representative
COMMONWEALTH OF PENNSYLVANIA }
} SS'.
COUNTY OF Cumberland }
No
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Mechanicsburg, PA 17055
orraei use anry
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 Representatwe(s) of the ~cedent,„Petiti~o`ner/{s) ill w~ajll/'an~dntmy administer the estate according t law.
Sworn to or affirmed an bscribed before ~, ~i/~r"`~ L l~`~~~~~~-r'^~~' oar 2 °2 ~~
methi day ~)3 oa+e
By Date
for a episrer Data
BOND Required? ~ Yes
FEES
c 4 )Short Certificate(s)........_ `
e _) Renunciation(s) ...............
t _) Codicil(s) ......................_.
( _) Affidavit(s) .......................
Bond ..............................................
Commission ................: ..................
Other ,~ `,t ; .L ~ /. ~
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Automation Fee .............................
JCS Fee .........................................
Estate of Lucille N. Wilson
a/k/a:
AND NOW,
satisfactory proo a g en pre;
are hereby granted to Bonnie E.
Printed Address
To the Register of Wills:
r+ease enter
Attorr~ignature
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Printed me: LISA MARIE C E ~~ ~
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Supreme Court ~ ~ rn ~? O
ID Number: 53788 W -n rn rn ~
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Address: 3901 Market StrefR ;~ ~ _ i
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Phone: 717I737A464
Fax: 71 717 3 7-51 61
E-mail. lisa~coyeandcoyne.com
DECREE OF THE REGISTER
a~
me, IT IS DECREED that Letters
in the above estate and (if applicable) that the instrument(s) dated
described in the Petition be atlmitted to probate and filed of record
Date of Death: 01l31I2013
Social Security No:
File No: 21 - 13 _ )
in consideration of the foregoing Petition,
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I, LUCILLE N. WILSON, of the Township of Upper Allen, Cumberland County,
Pennsylvania, declaze this to be my Last Will and revoke any Will or Codicil previously made by
me.
ITEM 1: Upon my demise, I direct my body be cremated and my ashes be buried
next to my late husband, William Wilson, in a lot that I own at Woodland Memorial Gardens,
Londonderry Road, Harrisburg, Dauphin County, Pennsylvania. I direct there be no public
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ITEM 2: I direct that all my just debts and funeral expenses be paid as soon as
after my death.
ITEM 3: I direct that all taxes that may be assessed in consequence of my death, of
nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as
part of the expense of the administration of my Estate.
ITEM 4: I give, devise and bequeath all the rest, remainder and residue of my estate
every nature and wherever situate, together with all insurance thereon, to my daughter,
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`BONNIE E. WATKINS of 593 Geneva Drive, No. 8, Mechanicsburg, PA 17055, provided she
~ survives my death by thirty (30) days.
ITEM 5: Should my daughter, BONNIE E. WATKINS, predecease me or fail to
survive my death by thirty (30) days, I give, devise and bequeath all the rest, residue and
remainder of my estate, wherever situate, together with insurance thereon, to my son-in-law,
~ THOMAS WATKINS of 593 Geneva Drive, #8, Mechanicsburg, Pennsylvania
ITEM 6: My Executrix or her successors shall have the following powers in
addition to those given by law to be exercised by her in her absolute discretion, which powers
shall be applicable to all property held by her, effective without the order of any court and until
the actual distribution of all such property:
a. To retain any investments at discretion including stock of any corporate fiduciazy
or of a holding company controlling it;
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b. To invest and reinvest in the executrix's discretion as permitted under Act 28 of
1999, as amended, the "Prudent Investor Act," with the specific right to invest in stocks, bonds
real estate, including non-income producing residential real estate for the occupancy of any
income beneficiary or beneficiaries, and in such diversified, proprietary money market
mutual funds, including such mutual funds of any corporate fiduciary hereunder or those of
successor or affiliated corporation or a holding company controlling it, as my executrix
appropriate;
a To sell, to grant options for the sale of, or otherwise convert any real or personal
or interest therein, at public or private sale, for such prices, at such time, in such manner
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and upon such terms as they may think proper, and to execute and deliver good and sufficient
conveyances, assignments and transfers thereof without liability of any purchaser to see to the
application of the purchase money;
d. To borrow money and to secure the repayment thereof by mortgage of real or
personal property, pledge of investments or otherwise, without liability on the part of the lenders
to see to the application thereof;
e. To compromise claims by or against my estate or any trust created hereunder;
f To allocate and distribute different kinds or disproportionate shares of property or
undivided interests in property among beneficiaries or trusts, in cash or in kind, or partly in each;
g. To register investments in the name of a nominee or to hold the same unregistered
in such form that they will pass by delivery;
h. To join in any recapitalization, merger, reorganization or voting trust plan
affecting investments; to deposit securities under agreement; to subscribe for stock and bond
$ privileges; and generally to exercise all rights of security holders;
3 ~ i. To manage, operate, repair, alter or improve real estate or other property, and to
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~3 'lease real estate and other property upon such terms and for such period as my executrix deems
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a ;advisable even for more than five (5) yeazs and beyond the duration of any trust;
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`~ a j. To deduct administration expenses upon either the federal estate tax return or
'fiduciary income tax return with or without adjustment as between principal and income, as my
corporate or disinterested executrix shall determine;
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k. To associate with them in the absence of a corporate fiduciazy, an accountant,
custodian and investment advisor, and other agents and to compensate them from principal or
,income or both, as my executrix shall determine, such compensation to be a reduction of the
j compensation of my executrix;
1. To associate with her at any time, in her absolute discretion and of her choice, a
corporate fiduciary which shall have the same powers as my executrix, such designation by my
executrix and acceptance by a corporate fiduciary to be in writing;
m. To combine, without prior court approval, any trust herein with any other trust
substantially similar provisions, although such other trust may have been created by
rte instruments and by different persons, and, if necessary to protect different future
sts, to value the assets at the time of such combination and to record the proportionate
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interest of each separate trust in the combined fund; provided however, that no such combination
11 be permitted if the effect of such combination would be (1) to violate the applicable rule
inst perpetuities; (2) to disqualify any interest in one or more of such trusts for a deduction
federal estate tax purposes which would otherwise be allowable; or (3) to cause the loss of
exempt status of one or more of such trusts from the imposition of the generation-skipping
n. To exercise any stock options which they may receive; to borrow such funds from
source as my executrix may deem necessary for the exercise of such options; and to pledge
as my executrix deems appropriate for this purpose;
Page 4 of 7
o. No trustee shall be required to qualify before, be appointed by, or, in the absence
of a breach of trust, account to any court (and failure to account alone shall not be considered
such a breach); nor shall trustee be required to obtain the order or approval of any court in the
exercise of any power or decision granted hereunder;
p. To allocate any generation-skipping transfer tax exemption from the federal
generation-skipping transfer tax to any property to which I am deemed the transferor under the
provisions of Section 2652(a) of the Internal Revenue Code of 1986 and its successors, including
any property transferred under my will and any property not in my probate estate and any
property transferred by me during life as to which no allocation was made prior to my death, to
extent necessary to cause the inclusion ratios applicable to such transfers to be zero;
q. To disclaim any interest in property without court approval; and
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r. To do all other acts and things necessary or appropriate in the management,
rdministration and distribution of my estate or trust.
ITEM 7: In the event any legatee or devisee named in this will dies under such
circumstances that there is not sufficient evidence to determine absolutely whether such legatee
devisee survived me, I direct such legatee or devisee shall be presumed to have predeceased
and devise and bequeath the gift in favor of that legatee or devisee to such persons and in
manner and in such proportions as set forth in this will for distribution if the legatee or
predeceased me.
ITEM 8: Until distributed, no gift or beneficial interest shall be subject to
or voluntary or involuntary alienation.
Page 5 of 7
ITEM 9: I appoint my daughter, BONNIE E. WATKINS, Executrix of this, my
Last Will. In the event my daughter, BONNIE E. WATKINS, predeceases me, fails to qualify or
ceases to act as Executrix, I appoint my son-in-law, THOMAS WATKINS alternate Executor of
this my Last Will.
ITEM 10: I direct that my personal representative, or her successor, 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 to this, my Last Wil]
Testament, this ~ ` day of ~~.~~ 7 , 2008.
v~ ~ ° GLL-~-trt~~
LUCILLE N. WILSON
Signed, sealed, published and declared by the above-named Testatrix as and for her Last
and Testament in our presence, who, at her request, in her presence and in the presence of
h other, have hereunto subscribed our names as attesting witnesses.
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Page 6 of 7
I COMMONWEALTH OF PENNSYLVANIA )
ss:
COUNTY OF CUMBERLAND )
--7~-- We, LUC/,~~ILLE N. WILSON, ~~~ ~- ~~• i~~ZM2rC_ and
e~OJ~n till , l~C~.~"T~P!' ,the 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 as her Last Will
and that she had signed willingly, and that she executed it as her free and voluntary act for the
purpose therein expressed, and that each of the witnesses, in the presence and hearing of the
Testatrix, signed the will as witness and that to the best of his or her knowledge, the Testatrix
was at the time eighteen (18) yeazs of older, of sound mind and under no constraint or undue
influence.
4 ~ ~~
LUCILLE N. WILSO~N~
Lk+~-r....i
~W.itn-ess- ; ~
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Witness
Subscribed, sworn and acknowledged before me ~~ ~~ 'f-~~.a~
LUCILLE N. WILSON, the Testatrix, and subscribed and sworn to before me by
~,n.~ ~`-(, ~uR McL. and ~o ~N U. [~ ,~-~.. the
tesses, this ~ ~1°`' day of ~ .. 4 ~ a P , 2008.
9
otary Public AL)
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Page 7 of 7 NOtA111At. SEAL
}Nmy f. CoyM. Koury Publie
NwMMn Townsl+ip, Cumber~snd County
My Commi~sWn E><Pirss June 1 T, 20t4