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HomeMy WebLinkAbout04-02-13 PETITION FOR GRANT OF LETTERS REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Petitioners)named below,who istare 18 years of age or older,apply(ies)for Letters as specified belay,and in support thereof aver(s)the following and respectfully requests the grant of Letters in the appropriate form: Decedeaft Information Name: William G.Lehman File No: 21 f a/k/a: (Assigned by Register) a/k/a: &We: Social Security No: j Date of Death: 03/2012013 Age at Death: 84 Decedent was domiciled at death in Cumberland County, PA (State)with his/her last principal residence at 224 Brick Church Road,Newville 17241 Upper Frankford Cumberland Street address,Post Office and Zip Code City,Township or Borough County Decedent died at 224 Brick Church Road,Newville 17241 Upper Frankfort Cumberland PA Boost address,Post officeahol Zip Cade City,Township or Borough Gamy Bases 0 Estimate of value of decedent's property at death: •domiciled in Pennsylvania...................... All personal property $ 2,500.00 •not domiciled In Pennsylvania................ Personal property in Pennsylvania $ If not domiciled In Pennsylvania................ Personal property in County $ Value of real estate in Pennsyl vani a................................................................... $ TOTAL ESTIMATED VALUE $ 2,500.00 Rest estate in Pennsylvania situated at (Attach adaftoal&heats,If necessary) Street address,Post Office and Zip Cam City,Tosmehip or Borough County ®A. Pedtion for Prohalte and Grant of Letters Testamentary Pethioner(s)avers)that heishelthey islare the Executor(s)named In the Last Will of the Decedent,dated 08130/2012 and Codicifs) thereto dated sham relevant dmmshanoas{ap,rarov c own,loath of axacutor,etc) Except as follows:after the execution of the instrument{s)offered for probate,Decedent did not ma was not divorced,was not a party to a pending divorce proceeding wherein the ggrounds for divorce had been established as defined in 23 Pa.C.S.r§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 F1 EXCEPTIONS ❑B. Petition for Grant of Letters of Administration (If applicable) c.t.a.,d.b.n.,d.b.n.c.ta.,pedente Ide,durance absentia.durance minodiate If Administration,c.ta or ol b.n.c.La.,enter data of Wiii in Secdon A atasve and eomotate list of heirs. Except as follows:Decedent was not a party to pending divorce proceedin wherein the grounds for divorce had been established as defined in 23 Pa.C.S.§3323(g)and was neither the victim of a killing nor ever adjudicated an incapacitated person. NO EXCEPTIONS F1 EXCEPTIONS Petitioner(s),after a proper search hasthave ascertained that Decadent left no Will and was survived by the following spouse(if any)and heirs(affach additional sheets,if necessary): Name Relationship Address-c rn cs Cc rn r3 '-A C C s7 i7 O r= rn O C7 r.J -n Form RW-02 my i&i t-2aii Cpyright(c)2011 forth soawars only The I.aHmer Grarp,hc. Page t of 2 Oath of Personal Representative om.'U"Only COMMONWEALTH OF PENNSYLVANIA } } SS: COUNTY OF Cumberland } Petitioners)Printed Name Petitioner(s)Printed Address ! Tibet M.Lehman 14 McFarland Street Newvilte,PA 17241 (717)713-1331 II 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 Representative(s) p�,'^ titioner(s)will well and truly administer the estate according o taw. Swom to r affirmed an ubscribed before Date me this of Date By; Date F the Dmtte BOND Required? ❑ YES ;3/NO To the Register of Wins: FEES: Please enter my appearance by my signature below: Lettre�........__.............................. $ , Attorri ( 't )Short Certificate(s)....---- ( )Renunciation(s)........._... t} o ( )Affidavd(s)........._----------- Printed Name: Bradley L °^' rn rn Bond.........._............................_... Supreme Court 34348 rn =��16 Commission...............__.............. ID Number: Other rrr rn :;a N cs Firm Nama: Gwft& .C. .X i r Address: 200 North . r�treet� Carlisle,P I7�0170 3 � � � _ Phone: 717.2435551 Automation Fee..............._............ JCS Fee.......................-.............. Fax: TOTAL............._.........__............ $ i,2^.7_ �"T.'S' E-mail: bgrlffie@griffielaw.com DECREE OF THE REGISTER Date of Death: 03/20/2013 Social Security No: 184.30.2346 Estate of William G.Lehman File No: 21 a/k/a: AND NOW, inconsideration of the foregoing Petition, satisfactory proof havinoceen presented before me,IT IS DECREED that Letters Testametltery are hereby granted to Tibet M.Lehman in the above estate and(if applicable)that the Instrument(s)dated 08130/2012 described in the Petition be admitted to probate and filed of record a last dt(anr�CSadicdi(s))of D Ti islet 0 ills � FormRW-02m.tmttrzott coo rate)2ot+t«a, L�krer'Gra.m.mrc. vt�� '. =C✓1I 2 I LAST WILL AND TESTAMENT OF r' m rn 7D 01 WILLIAM G. LEHMAN n - a I, WILLIAM G. LEHMAN, of 224 Brick Church Road, Newvill=Qjerlaftd County, Pennsylvania, being of sound and disposing mind, memory and uncstandhrg, do make, publish and declare this to be my Last Will and Testament,hereby revoking drid i making void all previous Wills and Codicils heretofore made by me. FIRST E I order and direct my Executor hereinafter named to pay all of my just debts, lklzfuneral expenses and expenses involved or connected with the administration of my estate as soon after my death as is reasonably possible. I direct my Executor to pay all inheritance, estate, succession and legacy taxes, to which my estate or the transfer of any property hereunder may be subject, and to charge such taxes as part of the expenses of the i administration of my estate, being deducted and paid from the residue of my estate and I not to be deducted in any manner from any specific bequests made herein. However, my Executor need not accelerate and pay those unmatured obligations which, in his, her or its opinion, it might be proper and more advantageous to retain or renew and pay as they become due and payable. If I do not own a burial plot or a grave marker at the time of my death, I authorize my Executor/Executrix. in his, her or its sole discretion, to purchase a GRIFFIE&ASSOCIATES Attorneys At Law 200 N. Hanover Street 100 Lincoln Way East, Suite D Carlisle, PA 17013 Page 1 of 7 Chambersburg,PA 17201 burial plot and to erect a suitable grave marker at my grave, and to expend sums from my estate for this purpose. SECOND I give, devise and bequeath my entire estate of whatever nature and wheresoever situate, together with all insurance proceeds thereon, to my beloved daughter, TIBET M. LEHMAN, providing that she survives me by sixty (60) days. THIRD I have specifically not provided for any distribution in this my Last Will and Testament to my son, CRAIG A. LEHMAN, nor to my daughter, CHRISTI A. LEHMAN, not out of want of affection, but because I have provided for them as I wished during my lifetime and do not wish to have them receive any distribution from my estate. FOURTH Should my daughter, TIBET M. LEHMAN, predecease me or die on or before the I sixtieth (60`h) day following my death, and further should she die without issue, then I give, devise and bequeath the rest, residue and remainder of my estate, of whatsoever nature and wheresoever situate, together with all insurance proceeds thereon, to my sister, FREDA M. BAKER. FIFTH I grant my Executor/Executrix the following powers in addition to and not in limitation of such powers as my Executor/Executrix shall hold by law: (a) To retain all property received including the stock of any corporate fiduciary acting hereunder, provided such property remains productive. GRIFFIE&ASSOCIATES Attorneys At Law 200 N. Hanover Street 100 Lincoln Way East, Suite D Carlisle, PA 17013 Page 2 of 7 Chambersburg,PA 17201 (b) To join in any corporation, partnership, recapitalization, merger, reorganization or voting trust plan; to delegate authority with respect thereto; to deposit investments under agreements and pay assessments; and generally to exercise all rights of investors, including but not limited to, the voting of shares. (c) To manage, operate, repair, improve, mortgage or lease on any terms any real estate held or owned by my estate. (d) To operate any business that I may own at my death. (e) To invest any funds of my estate in any stocks, bonds, notes or other securities or property, real or personal, without regard to the principle of diversification or any other statute or general rule of law in his, her or its absolute discretion, it being my intention to give my Executor/Executrix the broadest investment powers possible, providing such investments do not unnecessarily prevent the prompt settlement of my estate. (f) To sell or otherwise dispose of any property, real or personal, tangible or intangible, at any time forming a part of my estate in any manner and on such terms and conditions as my Executor/Executrix shall see fit in his, her or its absolute discretion. (g) To borrow money for the payment of taxes or for any other proper purposes in the administration of my estate, and to mortgage or pledge estate assets as security. III GRIFFIE&ASSOCIATES Attorneys At Law 200 N. Hanover Street 100 Lincoln Way East, Suite D Carlisle,PA 17013 Page 3 of 7 Chambersburg,PA 17201 I (h) To compromise claims without court approval including, but not limited to, any controversies with the United States of America or the Commonwealth of Pennsylvania concerning estate and inheritance taxes on any interests that may pass under this my Last Will and Testament. (i) To distribute in cash or in kind upon any division or distribution of my estate. 0) To undertake any and all acts deemed necessary and proper by my Executor/Executrix for the proper, advantageous and prompt management of the settlement of my estate. (k) To disclaim any benefits to which I may have been entitled posthumously, whether said benefits result from distribution from an estate, trust or any other such account. `ice (1) In general, to exercise all powers in the management of my estate which any individual could exercise in the management of similar property owned in his own right, upon such terms and conditions as to him, her or it may seem best and to execute and deliver all instruments and to do all acts which he, she or it deems necessary or proper to carry out the purposes of this, my Last Will and Testament. SIXTH No interest of any beneficiary of my estate, either in income or in principal, shall be subject to anticipation or pledge, assignment, sale or transfer in any manner, nor shall any beneficiary have the power in any manner to charge or encumber his interest either in income or principal, nor shall the interest of any beneficiary be liable or subject in any GRIME&ASSOCL4TES Attorneys At Law 200 N. Hanover Street 100 Lincoln Way East, Suite D Carlisle, PA 17013 Page 4 of 7 Chambersburg, PA 17201 II manner while in the possession of my Executor/Executrix for the liability of such beneficiary. SEVENTH I nominate, constitute and appoint my daughter, TIBET M. LEHMAN, as Executrix of this my Last Will and Testament. In the event my daughter is deceased, unable or unwilling to serve or shall cease to serve for any reason whatsoever, then I nominate, constitute and appoint my sister, FREDA M. BAKER, as Executrix of this my Last Will and Testament. 1 direct that my Executrix shall not be required to give or post bond for the faithful performance of his, her or its duties in this or any other jurisdiction. EIGHTH I hereby declare it to be my expressed desire that my Executor/Executrix employ the law firm of Griffie & Associates, of Carlisle, Pennsylvania, for legal advice and assistance regarding this my last Will and Testament, they having considerable knowledge of my affairs, views and wishes respecting any matters that may arise at the probate of this instrument, the administration of my estate, and the execution of the powers herein mentioned. 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 four (4) of which bear my signature on the side margin, for purpose of identification, this J6 day of 2012. WITNESS: / /,ct�usi'l�/✓- d7� z�t�..+—� WILLIAM G. LEHMAN GRIFFIE&ASSOCIATES Attorneys At Law 200 N. Hanover Street 100 Lincoln Way East, Suite D Carlisle, PA 17013 Page 5 of 7 Chambersburg, PA 17201 I ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA: : SS. COUNTY OF CUMBERLAND I, WILLIAM G. LEHMAN, the Testator whose name is signed to the attached or I foregoing instrument, having been duly qualified according to law, 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. WILLIAM G. LEHMAN Sworn or affirmed and acknowledged before me by the Testator this (� day of 2012. NOTARIAL SEAL ROBIN J.BASSETT,Notary Public CARLISLE BOROUGH,CUMBERLAND CO. Commission Expires Apr.17,2(115 I �I GRIFFIE&ASSOCIATES Attorneys At Law 200 N. Hanover Street 100 Lincoln Way East, Suite D Carlisle,PA 17013 Page 6 of 7 Chambersburg, PA 17201 I I AFFIDAVIT i COMMONWEALTH OF PENNSYLVANIA: SS. COUNTY OF CUMBERLAND WE, and the witnesses whose names are attached to the foregoing document, being duly qualified according to law, do depose and say that we were present and saw the Testator sign and execute the instrument as his Last Will and Testament; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testator signed the Last Will and Testament as witnesses and that to the best of our knowledge the Testator was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. I Sworn or affirmed and subscribed before me b e/ . rp Z and 131( I�Gf.I I . (xi IT+�this�day of 2012. /1 Notary Public NOTARIAL SEAL ROBiti J.,IASSETT,Notary Public CARLISLE BOROUGH,CUMBERLAND CO. Commission`Expires Apr.17,2015 GRIFFIE&ASSOCL4TES Attorneys At Law 200 N. Hanover Street 100 Lincoln Way East, Suite D Carlisle, PA 17013 Page 7 of 7 Chambersburg,PA 17201