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HomeMy WebLinkAbout05-01-13 PETITION FOR GRANT OF LETTERS REGISTER OF WILLS OF C um R L R N D COUNTY, PENNSYLVANIA Petitioner(s) named below, who is/are 18 years of age or older, apply(ies) for Letters as specified below, and in support thereof aver(s) the following and respectfully request(s) the grant of Letters in the appropriate form: Decedent's Information Name: L u C. 1 L LI; P .A L T L A h 'D File No: a/k/a: (Assigned by Register) a/k/a: a/k/a: Social Security No: Date of Death: Age at death: Decedent was domiciled at death in C LL m�n r< k&,v�a County, 0.h',a (state)with his/her last principal residence at 201 _ %-�A moyER C fi LJ',�E- PA i?1913 C kCh��(`� Street address,Post Office and Zip Code City,Township or Borough County Decedent died at scot h1. H AMoV ER ST C fIRLISLt ?A 110 13 PA Street address,Post Office and Zip Code City,Township or Borough County State Estimate of value of decedent's property at death: If domiciled in Pennsylvania... ............. ......... All personal property $ i ti 6 � 1 ` If not domiciled in Pennsy lvania. . ... ................... Personal property in Pennsylvania $ If not domiciled in Pennsy lvania. . ... ................... Personal property in County $ Value of real estate in Pennsylvania... ............... ......... ....... . ...... ............... . S G� TOTAL ESTIMATED VALUE ... $ Real estate in Pennsylvania situated at: (Attach additional sheets,tfnecessary.) Street address,Post Office and Zip Code City,Township or Borough County L A. Petition for Probate and Grant of Letters Testamentary Petitioner(s)aver(s)he/she/they is/are the Executor(s)named in the last Will of the Decedent,dated t��+ i 11 y 'lb(1t`� and Codicil(s) thereto dated State relevant circumstances(e.g.renunciation,death of executor,etc.) Except as follows: after the execution ofthe instrument(s)offered for probate Decedent did riot many,was not divorced,was not a party to a pending divorce proceeding wherein the grounds for divorce had been established as defined in 2:3 Pa.C.S. §3323(g),and did not have a child born or adopt ;and Decedent was neither the victim of a killing nor ever adjudicated an incapacitated person. NO EXCEPTIONS r-1 EXCEPTIONS ❑ B. Petition for Grant of Letters of Administration (If applicable) c.t.a.,d.b.n., d.b.n.c.t.a.,pendente lite,durante absentia,durante minoritate If Administration,c.t.a. or d.b.n.c.ta.,enter date of Will in Section A above and complete list of heirs. Except as follows: Decedent was not a party to a pending divorce proceeding 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 ❑EXCEPTIONS Petitioner(s),after a proper search has/have ascertained that Decedent left no Will and was survived by the foetnw&spouse(%Miy)aA ht ft(attach additional sheets, ifnecessary): Name Relationship �. N M` 17l Form RPV-02 rev. 1011112011 Page 1 of 2 Oath of Personal Representative Official Use Only COMMONWEALTH OF PENNSYLVANIA } } SS: COUNTY OF_ } Petitioner(s)Printed Name Petitioner(s)Printed Address T �',evftT-►y f)N t '7P\ft Ll ,4 L 1(/r) 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)of the Decedent,the Petitioner(s)will well and truly administer the estate according to law. Sworn to or affinned and subscribed before C©�,x�sz L j ��ti't� --ti.� Date me tfo�_day of ) I' i G Date By:. i '� j i X 1 1\ l�( '/l Date For he Register Date BOND Required:❑YES E//NO To the Register of Wills: FEES: Please enter my appearance by my signature below: Letters . . . . . . . . . .. . . . . .. . . . . . $_� Attorney Signature: ( 2 ) Short Certificate(s)... . .. ( ) Renunciation(s).. . . .. .. . _ n - ( )Codicil(s). . . . . . . . . . . . . ( )Affidavit(s).. . . . . . . . . . . Bond.. . . . . . . . . . . . . .. . . .. . . . . Printed Name: c 7 — ' C`, Commission. . . . . . . . . . . . . . . . . . Supreme Court .--.. �_w Other . . . . . . . ID Number: J t`4�(t it�c . . . . . . . Firm Name: . . . . . . . . f` Address: = . . . . . . . . Phone: Automation Fee. . . . . . . . . .. . . . . Fax: JCS Fee. . . . . . . . . . . . . . . ... .. . Email: TOTAL. . . . . . . . . . . . . . . . . . . . . S � ` DECREE OF THE REGISTER Estate of_L j o t,l.( V Z �lr V'i f Id File No: a/k/a: AND NOW, 1,jC(L{ ( G C � in consideration of the foregoing Petition, satisfactory proof having been presented before me,IT IS DECREED that Letters ('1,'1-(11,(i 1 if i i`�t" are hereby granted to in the above estate and(if applicable) that the instrument(s)dated !-{ -1 't- ZC Z4 described in the Petition be admitted to probate and filed of record as the last Will(and Codicil(s))of Decedent. i Register of Wills s i! Form RW-0? rev. 10,11112011 ; ,C l ;yyr Page 2 of 2 i� 1 LAST WILL AND TESTAMENT OF LUCILLE F. ALTLAND I, LUCILLE F. ALTLAND, of Todd Memorial Home, 4 Todd Circle, Apartment A, Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this to be my Last Will and Testament, hereby revoking and making void all previous Wills and Codicils heretofore made by me. FIRST I direct that on my,death my remains be cremated and the ashes be disposed of as my adult children shall decide. SECOND I order and direct my personal representative hereinafter named to pay all of my just debts, funeral expenses and expenses involved or connected with the administration of my estate as soon after my death as is reasonably possible. However, my personal representative 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 personal representative, in his, her or its sole discretion, to purchase a burial plot and erect a suitable grave marker at my grave, and to expend sums from my estate for this purpose. _Sl _ • e - 1 of 8 THIRD I give, devise and bequeath my entire estate, with all insurance proceeds, to my two children, CAROL TREVATHAN and LANCE J. ALTLAND, in equal shares, per stirpes. FOURTH I give, devise and bequeath the rest, residue and remainder of my estate, together with all insurance proceeds thereon of whatever nature and wheresoever situate to my two children, CAROL TREVATHAN, and LANCE J. ALTLAND, in equal shares, per stirpes. FIFTH Any devise or distribution under this Last Will and Testament which is payable to any beneficiary who may be under 18 years of age or, in the judgment of my personal representative,mentally disabled, shall be held in a separate trust by my personal representative as trustee until such beneficiary reaches 18 years of age or during such period of disability. In the case of a beneficiary under 18 years of age, the Trustee may distribute up to one-half('/2)of the then remaining principal and accumulated income on the request of the said beneficiary, at or after attaining 18 years of age; and up to the entire remaining balance of principal and accumulated interest at or after attaining 21 years of age. During the term of any trust created pursuant to this paragraph, the Trustee is authorized to expand and apply so much of the net income and principal of each such trust as the Trustee shall consider advisable for the health,maintenance, support, and education (including college education, undergraduate and graduate) of each such beneficiary until he or she attains 21 years of age, or until all such amounts are paid out of trust. I direct that no Guardian shall be 2 of 8 T t`f:rl-2 1 required to give or post bond for the faithful performance of the Guardian's duties in this or any other jurisdiction. SIXTH I grant my personal representative the following powers in addition to and not in limitation of such powers as my personal representative 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 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 personal representative the broadest investment powers possible, providing such investments do not unnecessarily prevent the prompt settlement of my estate. i r t et (fl 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 personal representative shall see fit in his, her its absolute discretion. (g) To borrow,money for the payment of taxes of 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 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. (j) To undertake any and all acts deemed necessary and proper by my personal representative for the proper, advantageous and prompt management of the settlement of my estate. (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. SEVENTH 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 personal representative for the liability of such beneficiary. EIGHTH I nominate, constitute and appoint my Daughter, CAROL TREVATHAN, as Personal Representative of this my Last Will and Testament. In the event that my Daughter, CAROL TREVATHAN, is unable or unwilling to serve, or shall cease to serve for any reason whatsoever, then I nominate, constitute and appoint my Son, LANCE J. ALTLAND, to act as Personal Representative of this my Last Will and Testament. I direct that my personal representative 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. NINTH I hereby declare it to be my expressed desire that my personal representatives employ the law firm of Stephanie E. Chertok, R.N., Esquire, of Cumberland County, 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. 5 of 8 IN WITNESS WHEREOF, I have hereunto set my hand to this my Last Will and Testament this �fi—"�day of A011 , 2006. WITNESSES: LUCILLE F. ALTLAND r 6of8 ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA : SS COUNTY OF CUMBERLAND I, LUCILLE F. ALTLAND,the Testatrix whose name is signed to the attached 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. LUCILLE F. ALTLAND Sworn or affirmed and acknowledged before me by LUCILLE F. ALTLAND the Testatrix this day of , 2006. Notary Public s 7 of 8 AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF CUMBERLAND WE, /} L, and�} n ;% �� �' C. , the r 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 LUCILLE F. ALTLAND, 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 _ _t>, ��.��' t� . �,1.� �F � this ;; s day of �, 2006. Notary Public 8of8