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