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HomeMy WebLinkAbout04-10-13 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,app)y(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: Na edent'g Information / � �S Name: Dorothy E.Wheeler itresaler File No: 21 a/k/a: (Assigned by Register) 11 a/kta: a(kla: Social Security No: Date of Death: 0 312 912 01 3 Age at Death: 92 Decedent was domiciled at death in Cumberland County, PA (State)with his/her last principal residence at 9 Alliance Drive,Apt,201,Carlisle 17013 Yppm-MfM*13 4 r van . is - �G S I E Cumberland Street address,POn Ofrioa and Zip Code Bor~r.o s.�. - (u' (I�ijLPvvrvship or Borough County Decedent died at Chapel Pointe of Carlisle,770 S.Hanover Street,Carlisle 4pper el Cumberland PA Street address,Post office snot Zip Code City,Tova*ip or Borough County State Estimate of value of decedent's property at death: If domiciled in Pennsylvania..................._ All personal property $ 42 000.00 •not domiciled in Pennsylvania.........-.... Personal property In Pennsylvania $ •not domiciled In Pennsylvania................ Personal property in County $ Value of real estate in Pennsylvania..........................................._..................... $ ❑ TOTAL ESTIMATED VALUE $ 42,000.00 Real estate in Pennsylvania situated Bt (Attach addRional sheets,Bnecessary.) Street address,Post Ofrce and Lp Code City,Township or Borough County [@A. Petition for Projtate and Grant of Letters Testamenfary Petitioner(s)averts)that he/shetthey istare the Executor(s)named in the Last Will of the Decedent,dated 04121/2009 and Codicils) thereto dated State relevant ciroumeances(ell,renuncmtdon,death olanecufor,arc,) Except as follows:after the execution of the instruments)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..§§3323(g),and did not have a child born or adopted;and Decedent was nehher the victim of a killing nor ever adjudicated an Incapacitated person. 2 NO EXCEPTIONS ❑ EXCEPTIONS ❑ B. Petition for Grant of Letters of Adminlstration lit applicable) ot.a.,d.b.n.,d.on.c.t.a.,pedente lite,dutantesteenda.durantemrnontate If Administration,c,fig orgl&n.c.t a.,enter date of Will Irk Section A above and cordial list of heir ZE: ;zt Except as follows:Decedent was net a part y to pending divorce proceeding wherein the grounds for divotl�q been es lisht 4'2efined in 23 Pa.C.S.§3323(g)and was neither the victim of a killing norever adjudicated an incapacitated pera¢s. ®NO EXCEPTIONS Q EXCEPTIONS = r-.. •°! h � 1 lam- t Fr('.r Petitioner(s),after a proper search has/have ascertained that Decedent left no Will and was survived by th'a fo w spotaa(if aayI Mid heirs(altacir additional sheets,if necessary): O ::3 1 Name Relationship Address P t Pat ea s va o I Font,RW-02 rev.is-f f-2ofi Copyright lot 2011 form software only The Latimer Group,Im. page i of 2 Oath of Personal Representative OffivalttaeOnly COMMONWEALTH OF PENNSYLVANIA } } SS: COUNTY OF Cumberland } :1 Petitioners}Printed Name Petitioner{s)Printed Address Harry L.Wheeler 729 Harding Drive Elizabethtown,PA 17022 (717)287-2183 The Petitioner(s)above-named swear(s)or affirms)the statements in the foregoing Petition are tru and correct to the best of the knowledge and belief of Petitioner{s)and that,as Personal Representative(s)of cedent,Pe'' ner will a my administer the estate according to law. Sworn to or affirmed and ubscr re bed before / "` Data me this day of I Date By: Date Fo atx Date BOND Required? ❑ YES Z"'NO To the Register of Wills., FEES: tease enter my appearance by my signature below: Letters.......................................... $ A A Signature: Signature: ( 5 )Short Certificate(s)......... �- { )Renunciation(s)_...... ...... ( )Codicll(s)........................ ( )Affidavit(s)...................... e: Bradley L Griffis Bond........_............... ..........-----.... Supreme Court Commission/.. )........ .................. ID Number: 34349 Other /I p _ �j�— C w � �u —„'i'yy rrt Firm Name: Griffis&Ass .C. rri c's SQ Address: 200 North Hanger Z; -, h t> r Z rrr rn Carlisle,PA 1W . cs T C rt .. -n ,� art Phone: 717.243.5551 Automation Fee........................... _ _ .7—� Fax: JCS Fee......................._.............TOTAL......................................... $ E-mail: bgrlffie@grifflelaw.com 00 -n DECREE OF THE REGISTER Date of Death: 0312912013 Social Security No: 182-22.8718 Estate of Dorothy E.Wheeler Kressier File No: 21 a/k/a: ry li AND NOW, , �/ in consideration of the foregoing Petition, satisfactory proof havinl been presented before me,IT IS DECREED that Letters Testamentary i are hereby granted to Harry L.Wheeler in the above estate and(if applicable)that the instrument(s)dated 04/21/2009 described in the Petition be admitted to probate and filed of record as st Wil (and icit(s}}of 6a .� Register of al y t Fomr R W-02 rev,f0/1 ii Copyright(02011 form software La ar Gm ,inc of 2 LAST WILL AND TESTAMENT OF DOROTHY E. KRESSLER I 1, DOROTHY E. KRESSLER, of 9 Alliance Drive, Apartment 201, Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, �emory anT m understanding, do make, publish and declare this to be my Last Will anpI tawmerll,. ri . N 7 0 hereby revoking and making void all previous Wills and Codicils heretofore i6*k} me,n -c.,-, FIRST M r_ I order and direct my Executor hereinafter named to pay all of my just debts funeral expenses and expenses involved or connected with the administration of my estate i as soon after my death as is reasonably possible. I direct my Executor to pay all i � inheritance, estate, succession and legacy taxes, to which my estate or the transfer of any I property hereunder may be subject, and to charge such taxes as part of the expenses of the 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 1 death, I authorize my Executor/Executrix, in his, her or its sole discretion, to purchase a I GRIFFIE&ASSOCIATES Attorneys At Law 200 N,Hanover Street Page 1 of 8 100 Lincoln Way East,Suite D Carlisle,PA 17013 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 In the event that my net estate, as it exists after payment of all of my just debts, funeral expenses and expenses involved or connected with the administration of my estate, as well as an estimate as to the Inheritance Tax obligation that will he due from the estate, exceeds THIRTY THOUSAND AND XX/100 ($30,000.00) DOLLARS, then I give, devise and bequeath the sum of ONE THOUSAND AND XX/100 ($1,000.00) DOLLARS to each of my grandchildren that have survived me by, at least, sixty(60)days and FIVE HUNDRED AND XX/100 ($500.00) DOLLARS to each of my great- - grandchildren who have likewise survived me by, at least, sixty (60) days. \ THIRD I give, devise and bequeath the rest, residue and remainder of my estate together with all insurance proceeds thereon of whatsoever nature and wheresoever situate in th equal shares to my children, HARRY L. WHEELER, DONALD K. WHEELER and ROGER L. WHEELER, who survive me by sixty (60) days, per stirpes. I direct my Executor/Executrix to divide among such beneficiaries all personal property of a sentimental or family nature (excluding cash, stocks, bonds and the like), including but 1' not limited to jewelry, household goods, antiques, furniture and memorabilia, in accordance with a separate memorandum which I may place with my Will or deposit with my attorney. In the absence of such disposition by memorandum, I direct that the said tangible personal property be divided between my residual beneficiaries with due regard i for their personal preferences in as nearly equal shares as practical, with the value of such GRIFFIE&ASSOCIATES Attorneys At Law 200 N.Hanover Street page 2 of 8 100 Lincoln Way East, Suite D Carlisle,PA 17013 Chambersburg,PA 17201 dispositions being credited to the share of each respective recipient. If the said beneficiaries do not agree to the division of the personal property provided for hereunder, the decision of my Executor/Executrix, including the decision to sell the property at public or private sale and distribute the proceeds therefrom as provided hereinafter, shall be final and conclusive on all parties. FOURTH 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. (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 i estate held or owned by my estate. (d) To operate any business that I may own at my death. (V (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 i GRIFFIE&ASSOCIATES Attorneys At Law 200 N.Hanover Street 100 Lincoln Way East, Suite D Carlisle,PA 17013 Page 3 of 8 Ckambersburg,PA 17201 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 i 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. (h) To compromise claims without court approval including, but not limited to, any controversies with the United States of America or the Commonwealth of C , =t Pennsylvania concerning estate and inheritance taxes on any interests that may pass under this my Last Will and Testament. r� (i) To distribute in cash or in kind upon any division or distribution of my estate. ` {j) To undertake any and all acts deemed necessary and proper by my Executor/Executrix for the proper, advantageous and prompt management of i the settlement of my estate. `a (k) 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. GRIFFIE aft ASSOCIATES Attorneys At Law 200 N.Hanover Street 100 Lincoln Way East, Suite D Carlisle,PA 17013 Page 4 of 8 Chambersburg,PA 17201 FIFTH 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 manner while in the possession of my Executor/Executrix for the liability of such beneficiary. SIXTH I nominate, constitute and appoint my son, HARRY L. WHEELER, as Executor of this my Last Will and Testament. In the event my son is deceased, unable or unwilling to serve or shall cease to serve for any reason whatsoever, then I nominate, constitute and appoint my son, ROGER L. WHEELER, as Executor of this my Last Will and Testament. In the event my son, Roger L. Wheeler, is likewise deceased, unable or N unwilling to serve or shall cease to serve for any reason whatsoever, then I nominate, constitute and appoint my son, DONALD K. WHEELER, as Executor of this my Last (� Will and Testament. I direct that my Executor 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. SEVENTH 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 GRIFFIE &ASSOCIATES Attorneys At Law 200 N.Hanover Street 100 Lincoln Way East, Suite D Carlisle,PA 17013 Page 5 of 8 Chambersburg,PA 17201 T_. 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 I Will and Testament, consisting of eight (8) typewritten pages, the first five (5) of which bear my signature on the side margin, for purpose of identification, this j day of ' 2009. WITNESS: DOROTHY E.)(REWLER GRIFFIE &ASSOCIATES Attorneys At Law 200 N.Hanover Street Page 6 of 8 100 Lincoln Way East, Suite D Carlisle,PA 17013 Chambersburg,PA 17201 i i ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA: SS. COUNTY OF CUMBERLAND I, DOROTHY E. KRESSLER, the Testatrix whose name is signed to the attached i or 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. DOROTHY E.XRESSLER Sworn or affirmed and acknowledged before me by the Testatrix this day of_ ALL 2009. 5S�i7/ `J � *OWN Jr M Am WON hub4c MOWN.CUTA1 MANDC MV,COW&#n W.Htplres Apr 17, 2011 GRIFFIE&ASSOCIATES Attorneys At Law 200 N.Hanover Street 100 Lincoln Way East, Suite D Carlisle,PA 17013 Page 7 of 8 Chambersburg,PA 17201 -- -- J - AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA: : SS. COUNTY OF CUMBERLAND I WE, �P.��V l PP[ QZ and 8r.dl� , 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 Testatrix sign and execute the instrument as her Last Will and Testament; that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testatrix signed the Last Will and Testament as witnesses and that to the best of our knowledge the Testatrix was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed and subscribed before me by and this day of 2009. 5 Notary Public t NOVANg UK Now J.#A@= Not" ft*ft [CA1UW@0N0L48N.CVMKMAN0:,,,-c om melon Erpins Apr 1) 1 GRIFFIE &ASSOCIATES Attorneys At Law 200 N.Hanover Street page 8 of 8 100 Lincoln Way East, Suite D Carlisle,PA 17013 Chambersburg,PA 17201 I