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HomeMy WebLinkAbout04-23-13 PETITION FOR GRANT OF LETTERS REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Petitioner(s)named below,who is/are 16 years of age or older,apply(ies)for Letters as specified below,and in support thereof avers)the following and respectfully requests the grant of Letters in the appropriate farm: Frank Robison Decedent's Information Name: Margaret R.Bretz File No: 21 a/k/a: (Assigned by Register) alkla a/k/a: Social Security Date of Death: 0 211 912 01 3 Age at Death: 91 Decedent was domiciled at death in Cumberland County, PA (state)with his/her last principal residence at 1400 Grandon Way,Mechanicsburg 17030 Mechanicsburg Cumberland Street address,Post Office and Zip Code City,Township or Borough County Decedent died at Manor Care-Carlisle Carlisle Cumberland PA Street address Post Office and Zip Code C�ty.Township or Borough County state Estimate of value of decedent's property at death: If domiciled in Pennsylvania...................... All personal property $ 600.00 If not domiciled in Penmsylvemie-............. Personal property in Pennsylvania $ If not domiciled In Pennsylvania................ Personal property in County $ Value of real estate in Pennsylvania................................................................... $ TOTAL ESTIMATED VALUE $ 600.00 Real estate in Pennsylvania situated at (Attach spoon strews,it,mon Lary Street address.Post Office and Zip Code City,Township or Borough I `� I,,County ®A. Petition for Probate and Grant of Letters Testemantary no L�{TCtt t1+-r Petitioner(s)aver(s)that he/she/they is/are the Executor(s)named in the Last Will of the Decedent,dated l and Codicils) thereto dated State relevant circumstances(e g.,nioddciahon,death of lhecu(or,etc.) Except as follows-after the execution of the instrument(s)offered for probate,Decedent did not marry,was not divorced,was not a part y to a pending divorce proceeding wherein the grounds for divorce had been established as defined in 23 Pa.C.S. 3323(8), 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,,orb n,d b n.at a_pedente fire,durance a6wgtia.currents,mtaontate c. It Administration,c.t.a or d.b.n,c.t.a.,antsy date of Will in Section A above and complete list of hairs,C'� �_.a = m Except as follows:Decedent was not a party to pending divorce proceeding wherein the grounds for divorce F3dOen estab�red�iefhted in 23 Pa. C.S.§3323(g)and was neither the victim of a killing nor ever adjudicated an incapacitated person M =co CY F1 NO EXCEPTIONS F1 EXCEPTIONS rn n ZZ3 -c-f _ Petitioner(s),after a proper search has/have ascertained that Decedent left no Will and was survived by the f fj awilig,i ousrCH'4anytVckbeirs(attach additional sheets.if necessary): CrY _ 'rt Name Relationship Address C h » c> L `° cox cs o i I i I i Form RW-02 yes 10-11-2011 Copyngh!(62011 form software only The Lackner Group,Ire, Fape t of 2 Oath of Personal Representative Official Use Only COMMONWEALTH OF PENNSYLVANIA } } SS: COUNTY OF Cumberland } Petitioner(s)Printed Name Petitioners)Printed Address Frank Robison 1971 Caledonia Street Q ; Harrisburg,PA 17104 C 'a C> Frt rn :�o n r tv z : i z rn ca • �s c o Z3 t C7 rn The Petitioner(s)above-named swear(s)or affirms)the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioners)and that,as Personal Representatives)of the Decedent, Petitio er(s)will well and truly administer the estate according to law. Sworn to or affirmed an subscribed before y -{ � ^� Date „ 13 1.7 J&day o ..} ��r > Dare Date Data BOND Requiredl YES N NO To the R r tills: FEES: Please r appears a ature b ow: Letters........__.__ ...__.___.... ....... $ All i natur ( )Short iciati (si.... ....._. � ( )Renunaation(s).............. � { )Affidavitis)_ . ri ed Name: Heather L.Patemo Bond .... ._... .,..... reme Court Commission_. ID Numb �1 / . .. .._ p —^•-�� Number; Other -- Firm Name: l//tt 90`� r –PC Address: 4250 Crurad Mill Road 6991 Harrisburg,PA 17112 -- Phone: Automation Fee _.. ...._.__......,.. JCS Fee ++ ___._..._.. ... ..... '.5`( ,. Fax. 2.?4 (a�O'b TOTAL..... . g Z .- } E-mail: hlp@goldbergkatzman.com DECREE OF THE REGISTER Date of Death: 0211912013 Social Security No: 7— Estate of Margaret R. Bretz File No: 21 1:3 a/k/w AND NOW, ,in consideration of the foregoing Petition, satisfactory proof having Glen presented before me, IT IS DECREED that Letters Testamentary are hereby granted to Frank Robison in the above estate and(if applicable)that the instrument(s)dated + described in the Petition be admitted to probate and filed of record as ps)Will( o lcil ]of Decade ! ! J ReWafiflla CopynpM(c)20t1 forma aware only lrie'F nerUroup,I 1 �{ C, CIA .?2 M 2 tl V 1 IN THE ORPHAN'S COURT OF CUMBERLAND COUNTY, PENNSYLVANIA ESTATE OF MARGARET R. BRETZ COMMONWEALTH OF PENNSYLVANIA } SS: COUNTY OF DAUPHIN ) Personally appeared before me, a Notary Public, in and for said Commonwealth and County, HEATHER L. PATERNO, ESQUIRE,who being duly sworn according to law deposes and says that on November 8, 2011, she personally witnessed the signature of Margaret R. Bretz to her last will and testament at the Harrisburg Hospital on Front Street in Harrisburg, where Mrs. Bretz was a patient; that Mrs. Bretz was of sound mind at the time of execution of the document,which purpose was to revoke her prior will after the death of her son; and that also present in the room to witness the signature was Amanda N. Rumsey, Esquire. Respectfully submitted, GOLD KATZ ' P. . Date: i t bf 3 By: HER L.PA O, ESQUIRE Sworn tq and subsc 'bed b ore me this day of 2413. 01 ,Nbtary Public rn m �o o NotaAaSeal NSYtVM1I,A 2 r� n Y M.Erb,Notary Public p; � :o W :u o lows'P� s War.10 20 6 O O O Z �'t -n il MIlM!!R,Pl1Nb1LVA1QA A.450d� 7S 'TI M C.J TI {(A)"3487;v I} RECORDw.D OFFICE Or REGISTER OF 2613 APR 23 , 10 33 OATH OF NON-SUBSCRIBING WITNESS( TR1 ORPHANS' COURT REGISTER OF WILLS CUMBERLAND GO„ PA COUNTY,PEN\TSYLVAN'IA Estate of Deceased (each) being duly qualified according to law, depose(s) and say(s)that she/he/they was/were well- acquainted with � and am/are familiar with the handwriting and gnature of the decedent, and that the signature of � )3-! to the foregoing instrument purporting to be the Last Will and Testament/Codicil of jty� Z.. is in his/her own proper handwriting. (_SignaLve) (Signture) (Stdd 9 e sL ) , ;�A//A Si ($trees Address) Nlt!{dtis�UR 7I0 �} (City,Score,Zip) (City,Slate,Zip) Executed in Register's Office Sworn to or affirmed and subscribed before rije this - day n� of /11 it i / .. ep 4 1 or e swehoyw ills Form RW-04 rev. 10.13.05 RECORDEO 0;_•c1e'- OE REGISTER OF Vfi _' "' O.XTH OF SUBSCRIBE G �N-IT-�ES�tf§9R 23 �Slrl i-1 33 REGISTER OF WILLS CLERK Ot ORPHANS' COU-T COUNTY,PENNSYLVANL�UMBERLAND CO., PA Estate of d 0 ELI f-Z Deceased 4 ()4 je✓ L �a4 k rr 0 (each) a subscribing witness to (Print Name/s) the 0 Will O Codicil(s)presented herewith, (each)being duly qualified according to law,depose(s)and say(s) that ("she I he/they were present and saw the above^ ) Testator Testatrix sign the same and that e shy/he I they signed the same and that (she Ae,�t J signed as a witn a� ie equest of the Testator/Testatrix, in �Eier 1 his presence and to th�,' serice of eac ther t ' (Signature) 1(Si na re) L i• L Z . CrA{�s iM� Ij Sk- 3Vo (Street Address) (Street Ads) dres 4 1'VI5?U✓r I i1?— (City,State,Zip) (City,State,Zip) Executed in Register's Office Executed out of Register's Office Sworn to or affirmed and subscribed Sworn to or affirmed and subscribed t More me this day before me this day of of Mtk ,�• Deputy fo-Register of%Villls tipta} Pub 'c COtgMiC1NWE1tfiH OF PFt�1512YANL4 ?`Iy Co.�r.issior.E>;pires: � {Siznamte aa3 Seat oftio:ar}ar ever e:::iS`zaziv=;.to ,M � t�OtAfy PRIG adm:nis;e:oaths. Shov.date of e.cpi:a:isn o.`Plo:arv's Comrnission.) Cam��R,�qun Counq NOTE r To be taken by Officer as e original at copy of 7nsnimea�(s}at¢mt of notanzatlon. Form RW-03 rev. 1013.06 RECORDED OFFICE OF REGISTER OF WILLS 2013 HPR 23 IM 10 33 OATH OF SL BSCRIBING «'IT\ESS(EOV CLERK OF PNANS' COURT REGISTER OF WILLS CUMBERLAND CO., PA — Y —COUNTY,PENNSYLV 4NLa Estate of !40,YGd rL�� Deceased �Y A,44 RUVVI SGLI (each) a subscribing witness to (Prier Nmnels) the 'ill 0 Codicil(s)presented herewith,(each)being duly qualified according to law, depose(s)and says) that ^sl he/they 6�/were present and saw the above Testator/Testatrix sign the same and that( shy/he t they signed the same and that OAAe/they signed as a witness at the request of the Testato /Testatr' in her/,his presence and in the presence of each other. (Sigrmturel ignature) i of .(% V1 P (Street Address) (StreetAddress) f} } + t \} (City.State.Zip) (Gry. rate,Zip) Executed in Register's Office Executed out of Register's Office S Sworn to or affirmed and subscribed Sworn to or affirmed apd subscribed y� E;-tore me this day before me this �{� day y g of of r�013 Deputy for Register of Wills [sn'Public . 1V COr:L`Yission Expires: ' (Sgaature and Seat of No.ary or e.her c:'5 is snail:e.;,o administe:oaths. Shm�date ofexphation of No:a:p's Commission.) NOTE: To be taken by Officer authorized io administer oaths. Please have present the original or carry of instrument(s)at time of notarint,on, Fonn XW-03 rev. 10.13.06 LAST WILL AND TESTAMENT C y A m 3t m C'>cs OF = _ o ca MARGARET R. BRETZ -" 4a `pt I, MARGARET R. BRETZ,now of Wormleysburg, Cumberland County, Pennsylvania, being of sound and disposing mind, do hereby make, publish, and declare this to be my Last Will and Testament,hereby revoking and making null and void all prior Wills and Codicils made by me at any time heretofore. ITEM 1. i direct that all my legally valid debts, funeral and administrative expenses, and debts incurred or payable because of my death, shall be paid by my Executor, hereinafter named, from my residuary estate as soon after my death as practicable. All death taxes, including federal, state, and other death taxes, with respect to the property forming my gross estate for tax purposes, whether or not passing under this Will, including any interest or penalty imposed thereon, shall be considered an expense of administration of my estate, without apportionment or right of reimbursement. Taxes on future interests may be prepaid. ITEM II. I give and bequeatt, certain items of tangible personal property that are solely owned by me at the tine of my death and that are identified in any separate writing directing distribution thereof after my death which is dstcd and is signed by me at the end thereof,to those persons designated in such separate writing who survive nie. If any item of tangible personal 100565615 ;vll property is identified in more than one separate writing, I direct ihat,unless stated to the contrary, the separate writing bearing the last date shall gos ern the disposition of such item. An itemized list is attached to the end of this document. ITEM III. I bequeath the household and personal effects, jewelry, automobiles, and other tangible personalty of like nature that are solely owned by me at the time of my death, not otherwise disposed of above, to my Nephew Frank Robison and my niece Karen Fraser, if they survive me by thirty (30) days. ITEM IV. I give,devise and bequeath all of the rest and residue of my estate,wherever situate, including any property subject to any power of appointment which I may now have or hereafter acquire, to Frank Robison and Karen Fraser, if they survive me by thirty (30) days. ITEM V. The interest of beneficiaries hereunder shall not be subject to anticipation or to voluntary or involuntary alienation. ITEM VI. I hereby appoint my nephew FRANK ROBISON, as Executor (the "Executor"), of this, my Last Will and Testament. In the event of the refilsal or inability of such named person to so serve, I then I appoint KAREN FRASER Executor. If she is unable to serve, I grant to the person last so nominated and capable of serving the right and power, exercisable in his or her exclusive discretion,to nominate and appoint,whether in advance while competent,or at {00565615 ;v1} 2 the time of a renunciation or resignation, a person or persons to serve as such Executor, which nomination shall be honored as if I had made such an appointment in this Will. ITEM VII. I direct that my Executor shall not be required to give bond or post any other security for the faithful performance of duties in any,jurisdiction. ITEM VIII. My Executor shall have the following powers in addition to those invested by law and by other provisions of my Will applicable to all property, whether principal or income, exercisable without Court approval,and effective until distribution of all property: To retain any investments I may have at my death so long as my Executor may deem it advisable to my Estate so to do. To vary investments,when deemed desirable by my Executor,and to invest in such bonds, common trust funds, stocks, notes, real estate mortgages, or other securities or in such other property, real or personal, as my Executor deems wise, without being restricted to so-called "legal investments". In order to effect a division of the principal of my Estate or for any other purpose, including any final distribution, my Executor is authorized to make said divisions or distributions of the personalty and realty partly or wholly in kind. If such division or distribution { 00565615 ;v1} 3 is made in kind,said assets are required to be divided or distributed at their respective values on the date or dates of their division or distribution. To sell either at public or private sale and upon such terms and conditions as my Executor may deem advantageous to my Estate, any or all real or personal estate or interests therein owned by my Estate severally or in conjunction with other persons or acquired after my death by my Executor, and to consummate said sale or sales by sufficient deeds or other instruments to the purchaser or purchasers, conveying a fee simple title, free and clear of all trust and without obligation or liability of the purchaser or purchasers to see to the application of the purchase money or to make inquiry into the validity of said sale or sales; also, to make, execute, acknowledge, and deliver any and all deeds,assignments,options, or other writings which may be necessary or desirable, in carrying out any of the powers conferred upon my Executor in this paragraph or elsewhere in my Will. To mortgage real estate, and to make leases of real estate for any period of time as my Executor may deem reasonable. To borrow money from any party to pay indebtedness of mine or of my Estate, expenses of administration, or inheritance, legacy, estate, or other taxes. {00565615;v1} 4 To pay all costs, taxes, expenses, and charges in connection with the administration of my Estate. My Executor shall pay expenses of my last illness and funeral expenses. To vote any shares of stock which form a part of my Estate, and to otherwise exercise all the powers incident to the ownership of such stock. To compromise claims and to abandon any property which, in my Executor's opinion, is of little or no value. ITEM IX. Any person who shall have died at the same time as me, or in a common disaster with me, or under such circumstances that it is difficult or impossible to determine who died first, shall be deemed to have predeceased me. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament,consisting of five(5)typewritten pages,this day of --,2011. M&UGARET R. BRETZ {00565615;vi} s We, the undersigned, hereby certify that the foregoing Will was signed, sealed, published and declared by the above-named Testatrix, MARGARET R. BRETZ, as and for her Last Will and Testament,in the presence of us,who at her request and in her presence and in the presence of each other, have hereunto set our hands and seals the day and year above written, and we certify that at the time of the execution thereof, the said Testatrix was of sound and disposing mind and me ry residing atGw m JJ 171©F ,siding at0 A f00565615 ;vll 6 COMMONWEALTH OF PENNSYLVANIA . SS.. COUNTY OF DAUPHIN We, MARGARET R. BRETZ,the Testatrix, and and _ 'the witnesses,respectively,whose names are signed to the 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 purposes 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/her knowledge the Testatrix was at that time eighteen years of age or older,of sound mind and under no constraint or undue influence. MARGARET R. BRETZ Witness Witness Subscribed, sworn to and acknowledged before me by the Testatrix, MARGARET R. BRETZ, and subscribed and sworn to before me by _and witnesses, this day of 2011. Notary Public (SEAL) 49726.1 {00565615 ,v1} 7