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HomeMy WebLinkAbout05-06-13 PETITIOAi FOR GRANfi OF LETTERS REGISTER OF WILLS OP ��„�E�,�(..,H,y3���COUNTY,PENNSYLVANIA Petitioner{s} named below, who islare 1$ years of age ox alder, apply(iesj for Leuers as specified 6elow, and in support thareof aver(,$)the following and xespectFully request(s) the grant of Letters in the appropriate form: Decedent"s'I�ma6on ) Name: � �' 4��„'� � �C7`'llltG � FileNot � � _ + � —� ,.�- a/k/a: (Assigned by a1k1a: Sacial Security No: �..� Date of Death: '4— ,�I �� �� Age at death: q 2 Decedent was domiciled at deaih in �tZ��s a•e County,.�C .�.,rt 6�w.,��srare)with his(har Iast� principatresidenceat �(�i{ N� „�t�,- , i.�uF � �F' �Ktact� t�,i.w�hp�s �� Street n/ddrese,Pmt Of6 e and Zip Code ,c� City,Township ar Bpro�u h , C�o y Deeedent died at �� ! � 1'17i�tl�Q_� `�L �.�"����l° t�tlt#�hl��} �! `( Street sddress,Port Ofiice snd Zdp Code C[ty,Towaship or Snraugh Cauntp St� ate� Estimate of velue of deaedent's propetty at death: )Jdamfciled in Pennsylvania............................ AU personal proparry $ ��d,��A� IjnatdomicitedlnFenesytvanea. ....................... PessonalpropertyinPennsyivania $ If not etomiciled irr Pennsytvania. ....................... PetsonaF pmperty in Covnry S Vnlue af rea(estate in Pennsylvania................ ......................................... $ TOTAL ESTIMATED VAGUE. ... $��.���������� Real estate in Prnnsy(vania simated at: - (Afmch nddltiona(sheets,i('rtemssary.j SMet address,Posi Otlise and Zip Code CIty,Township or Boroug6 Counly �A. Petition tar Prabate snd Grent of Letters Testamentarv 3� �� a� Petftioner{s)aver(s}hrlshdttrey istare the Facecutor(s}named in the last Will of tha Decedent,dated and Codics!{s) therero dated p � State reterant cifculnahnces(e.g.renunciation,dcalh of exacuro�, }�y �"' � !'�'! m � � � � Exceptasfollows:aftertheexecutionoftheinsWment(s)atferedforprobateDeeedentdidnotmarry,ya� t�rced,3�Ba' notp�garj�ytoepending divorce proceeding wherein tht grounds for divorce had 4een established as defined in 23 Pa.C.S.�13�(g},�and did not hevb�hild bom or adopted;and Decedeni was aeithu the viaim of a kiHing nor ever adyudicated an incapacitated persC�g, � � �--; .;°y `"�' � -s �N4 EXCEPT10N5 [JEXCEPTIOh5 � � ' • • t� �^ � .. .� ..:, v� ...� ❑ B. Petition for Grant of Letters oC Adminlstration pfappiicable) � � � • e.t.a..d.b.n.,d.6.n.e.t.u.,pendeitte tFYe;durar2e absentiq durtD}2¢minoritute '3 If Administration,c.r.a.ar d.b.n.c.ta.,enter date of Will in Section A above and complete l3s't of'Nei'r�,'. Exeept as foftows: Decedent wae not a party ro a pending divorce pmceediag wherein the grounds for diwrce had been establishad asdefined in 23 Pa.C.S.§3323(g)and was neitlscr the victim of a killing nos aver adjudiaated an ineapacitated persan. "� �Np EXCEPTIONS �EXCEPTION5 PetitioneKs),aftera proper search has/havic escertained that Decedent lefr no W ill and was survived by the following spoosa(if any)a�d heire(ateuch adrtitionat akeetx,{fn��Ta�'}'I� Name Relationshi Address L " 17�� t�o.�n nw na ���.m�urznn Page 1 of 2 Oath of Personal Representative ocr,��a�zr�an�y COMMONWEALTHOFPENNSYLVANIA f } SS: COUNTYOFStF�.•rn.E3"E'SZ`4N ) � Pttitioner(s}Frinted Name Petitioner{sj Printed Address � l C1� ` 4/?��" The Petitioner{s}abave-named swear(s}or affirm(s)the statemen the foregoing Petition are we and correct to ihe 6est af the knowledge azsd beliaf of Petitioner(s)and thet,as Persunal Representative(s)of the De e nt,the Pet i9ur s ��wall,a�nd truly admioister the astace according to Iaw. Sworn ka o affirzned ubscribed before _�,,����N�„� Dace '� me th a ga� y; Date rtheRe�ister ---�� Date BOND $equired:Q YES NO To the Register ojWilCs: FEES: Piease enter my appearance by my aignature betow: t3 Letrers . . . . .. . . ... . . . . . . .. . . . S � Atmmey Signatum: � Q <..;; � m ( ' )Short CertiCcate(s). .. .. . � .� � � � ( )Reauncistion{s)... ..... . � rn � � � � � � ( }Codicil(s). . ... . ... . ... ^Ty 2> F- --' :.� C )Affidavit(s)... . . . . . . .. . 2u` V'i _.� C7i ��:7 ::r Bond.. . . . . . . . . . . . . ... . . ..... Printed Nsme: .-.�:; . �.. . � _. � � -,-, Commission. .,.. .... . . � SupremeCourt t.} �-� ^ � ,� -rY � Othe�����.. .. . ... __�_,� ID Number: � �,`� -- . .. . . . .. "' � Firm Name: � rv � �_ ��1�r}.�_ Address: ..0 'T! ._..— . .. ._ --�1-� ...... Phone: Automation Fea. .. . .. . . s�,,.�- Fax: 7CS Fce. . .. . . .. . . . . . . .. . .. ..���7.IZ.T2�.1.Lf.z 6mail: TOTAL. . ... ............... . DEC1iEE OF THE REGISTER Estateaf � �t�>a�-ZP itn � S�-'/ f11f�+2' FfleNo: �! � � z "5� �� a/k/a: AND NQW, �t � ,in con_��'d,.�era'an of the fore oiug Petitian, satisfactory proof ha mg b n presented beforc me,I�DECREED that Letter�`�, �g,��� are hereby granted to �y��� � 1... ��"�', 4 'v" in the abave estate and{if applicable)that the instrume�t(s}dated descri6ed in the Petition be admitte to probate and filed o e r as e las W' (and Codicil(s f Dece nt. `. f - Re ter a ills � Fa,,nxw-a3 r�v.rrutrnorr Page2 f2 _ ,�,�,.r�„� 0 t14 � � LAST WILL OF ELtZABETH F.SHINER I, ELI2ABETH F. SHINER, a resident of TH�' City of Harrisburg,Dauphin County, Pennsylvania, declare this to be my Will. I revoke any and all Wills and codicils that I have previously made. AItTICLE 1 PAYMENT OF BURtAL EXPENSES AND DEB'1"3 Descrintioa af Ea�►enses aad Debts I A l. I authorize my executor to pay all the ea�penses of(1)a funeral or memorisi service;{2)the interment af my remains, including the costs of a gravesite, if necessary;and(3} � the installation and inscription of a suitable marker at, and perpetual care o�f the grav�site. I � c o �.� m ;� �i fixrther direct my execixtor to pay all of my debts that rny execuior in his o���r-solc d�3ret�`�' � '� -^� .,: r�— —c ' ri . � "� - �,� may slk>w as Cl3imS aglinst my estaEe. �- r:- ; rxr � � �� , � � _ ' cn - ;�; �, � � _.' -, _, "+ ---' _'_' '� ,_: ,:> ARTICLE 2 , - , : ;�.r. ,, ; DISPQSTTION OF TANGIBLE PERSONAL PROPERTY `_._.'' '�' -��;:;°' ` I i �; i 2.Q i. I give aI1 af my tangF'b�personat pmperty of every kind and description, includa'mg but nat limited to hooks,pictures, clottung, articles af househald or personal use or adarnznent,house}�ld furni.vhix�s and effects, and automative vehioles and their accessories to my stepson RONr1LD L. SI�INER and(or SANDRA R SHINER In the event the atwve named beneficiaries fail to survive me then the bequeath hereunder shall pass in acoordanca with my disposition of Residuary Estate . / Page 1 � ,������ �� .� 2�-�z.,��... � • � + ARTICLE 4 APPOINTMENT OF EXECUTOR Appointment 4.01. I appoint my stepson, RONALD L. SI�NER as executor of my estate. If my stepson, RONALD L. SHINER, does not survive me, refuses or faiLs to serve as executor for any reason, or ceases to serve as executor for any reason after having been appointed, I appoint my stepson's daughter JILL L. HEATf�RLY as Executrix of my Last Will. Bond Not Reauired 4A2. None of the individuaLs named in paragraph 4A1 shall be required to furnish a bond for the faithfiil performance of his or her duties as executor. ARTICLE 5 POWERS OF ADMINISTRATION Grant of Powers 5.01. My executor, in the administration of my estate, and my trustee in the administration of the trust established in Article 4 (together referred to as"my fiduciaries"), shall have the powers and authorities set forth in this Article. These powers may be exercised by my fiduciaries in their sole and absolute discretion, without the permission or order of any court. These powers shall be supplementary to the powers conferred by law, including but not limited to those set forth in Title 2, Chapter 33, of the Pennsylvania Consolidated Statutes. Retention of Assets 5.02. My fiduciaries shall have the power to retain any or all property of my estate or trust corpus, however received or acquired, for so long as they deem appropriate. This power may be exercised even though the property may not be of the type authorized by law for Page 3 �"'�.',���`.�`�, i '`��2�P-�. . . � � investment, and even though retention may leave a disproportionately large amount of the value of my estate invested in one type of property. Transfer of Assets 5.03. My fiduciaries shall have the power to sell, transfer, and convey any property, of whatever nature, including rea1 properiy, and wherever situated, that I may own at the time of my death, or that may come into my estate or into the trust corpus at or after my death. The sa1e, transfer, or conveyance may be by public or private sale, at such time, on such terms and conditions, including selling price and credit, in such manner, and for any reason that my fiduciaries deem appropriate, including but not limited to the purpose of obtaining net proceeds to be distributed to my residuary beneficiaries. Investment 5.04. My fiduciaries shall have the power to invest and reinvest any property in my estate or in the trust corpus in prefened and common stocks, bonds, notes, common trust funds (including any managed by any corporate fiduciary), interests in investmeirts, trusts, mutual funds, leases, mortgages on property wherever located, and, generally, in any property and in proportions of property as my fiduciaries deem advisable, even though such investments are not of the chazacter or proportions authorized by applicable law for the investment of such funds. Power to Borrow 5.05. My fiduciaries shall have the power to boaow money for any purpose for any periods of time and on any terms and conditions as they deem advisable (including the power to borrow from any corporate fiduciary), and to pledge, mortgage, or otherwise encumber any property in my estate or in the trust corpus to secure repayment of any loan, as well as the power to renew etusting loans either as maker or endorser. Page 4�/�-'� d ��ivf� "/ L,c.Li�" __ ' �_ -� . ► Distribution in Cash or in Kind 5.06. My fiduciaries shall have the power to make distnbutions in cash or in kind, or partly in each, in divided or undivided interests, and the power to determine which assts shall be sold and which shall be distributed in kind, without notice to or consent by any beneficiary. Distributioos to Minors and Persons Under Disabilitv 5.07. My fiduciaries shall have the power to make distributions or payments to or for the benefit of any beneficiary who is a minor, an incompetent, or who in the fiduciaries' judgment is incapacitated. The distributions or payments shall be made in any one or more of the following ways: (1) directly to the beneficiary; (2) directly to the creditor in payment of the debts or expenses of the beneficiary; (3) to the guardian of the person or estate of the beneficiary; (4)to any custodial parent of a minor beneficiary; (5) to a custodian for the bene8ciary under any law related to gifts to minors, including to my fiduciaries in that capacity;or(6)to any other person who shall have the caze and custody of the person of the beneficiary. There shall be no duty to see to the application of funds so paid,provided due caze was exercised in the selection of the person to whom the funds were paid, and the receipt of the person shall be full acquittance of the fiduciaries. . Emplovment of Aaents 5.08. My fiduciaries shall have the power to employ and pay the compensation of any and all attorneys, agents, custodians, attorneys-in-fact, experts, investment counsel, accountants, bookkeepers, or other agents or providers of services as my fiduciaries deem advisable in the administration of my estate. Page 5 ,�� _ "L) j�Zf�^i//.� �C��� . ♦ } i �OIDIp1S.418Il$ 5.09. My fiduciaries shall have the power to take reasonable commissions on account at any tirne during the administratian of my estate or of the trust without the approval of any beneficiazy or af the court,but sub}ect to allawance ar ciisatiowa�e on the settlem�ent of the fmal accounts of my fiduciaries. Third Partv Reliance 5.14. No pez�n ar corparatian dealing with my fiduciaries sl�all be required ta see to the application of any praperiy paid or delivered to my fidnciaries, or to inqaire inta either the authority of my fiduciaries to anter into any transaction or the expediency ar propriety of any transaction eatered into by my fiduciaries. ARTICLE b PAYMENT OF DEATH TAXES Iaheritance Tax 6.01. I direct that the Pennsylvania inheritance taates payable as a resuh of my death, not limited ta taaces assessed on property passing under tivs Will, shall be paid out nf my residuary estate and shall nat be deducted or collected from any benef�iary under thss Will ar other transferee. Page 6y�� J Gtr�-Jt� '�1�"/ G2-x,�-z�-•`z.- � i ARTICLE 7 LIABILITY OF FIDUCIARIES Liabilitv Limited to Actual Fraud or Willful Misconduct 7.01. My fiduciaries shall not at any time be liable for mistakes of law or fact or both, for errors of judgment, or for any loss coming to any beneficiary under this Will, or to any other person, unless the loss is the result of actual fraud or willful misconduct on the part of the fiduciary. My fiduciaries may, &om time to time, consult with counsel with respect to the meaning, construction, and operation of this Will, particularly with respect to the apportionments, allocations, and disbursements, and may act on the advice of counsel in all matters without incurring liability on account of their actions. ARTICLE 8 INTERPRETATION Will Not Contractual 8.01. This Will is not being executed pursuant to any contract to make a will or any contract not to revoke a will. This will is revocable at any time. Meanine of"Survive" 8.02. No beneficiary of this Will shall be deemed to have survived me if the beneficiary dies within thirty(30) days of the date of my death. Successors of Fiduciaries 8.03. All pronouns referring to an executor, executrix or trustee and the terms `Bxecutrix", "Executor" and"Trustee" shall be construed to mean any person acting as my Executri�c or administrator with will annexed, or trustee as the case may be. Page 7 , � � i ; 3 Namber and Gender 8.04. If required by the conte�ct of this Will, singular language shall be construed as phuai, phiral languaga shall be eonstrued as sin�utaz, and the gender of persanat pronouns shall be canstrued as either rc�uline, feminine,or neuter. Headin¢s 8AS. All heaci'rngs used in this Will to descn�be the contents of each article, paragraph, or other divisian aze grovided for convenience anty and shall not f7e construed to be a part of ihis WID. Governine Law 8.06. "This VJill shall be construed in conforrnit}�with the law of the Commanwealth af Pennsylvania. P�� g �� .�'�G���1'z_. ____� ' » 3 IN WIT'NESS WHEREOF, I have set my hancl and seal to this my I.ast Will and 'Cestament,cansisting of ihis and eighL($) pther pages at the end af which I have also set my hand and affixed my seal for greater security and better identification this S day af ���, A.D. 2003. Dacea: 3 �� `t�.� ' ` ���,,��.�.r�....� E IZ � ETFI F. 3FIINER Signed,published, and declared by ELIZABETH F. SHINER as her last Will, in the presence of us,who at the request of the Testatrix and in the presence of each other, subscribed aur namas as witnesses. � . -- residing at�� .._, % � `��� �f '�f�,��� residing at��,.�.-n-- �Q.. —�---- Page 9 �����,7 " "� � � �¢�iZ,-��z.--- _ • ' ACKNOWLEDGMENT COMM(?NWEALTH{}F PENNSYLVt1NIA . . SS: COUNTY OF DATJPHIN . I, ELIZABETH F. SHiNER, Testatrix, whose name is signed to the attached or foregoing instrument,having been duly qualified according to law, do hereby acknowledge thac I signed and executed the instrument as my I,ast Witt;that I signed it willingly;and that I sigr�ed it as my free and voIuntary act for the purpases therein expressed. ��`"'.�' ELIZA ETH F. SHINER 5worn ar affirmed to and acknawledged before�by ELIZABETH F. SI iTNE�:,the Testatrix,this-��4` day of�� , 2003. �, , ./ 1 �. L_ ` �-`� n } �.,,�„�� NoTa;x� LIc ��� NOTARIAL SEAL CHERYI l.NEARtfOC)D,NOtary Pui�iic Derry Twp„Dauphin Cqmty t�h'Cammission Expires Ck�ce�nber 25,2003 Page 10 �� ' f �—�f�f"�'? ,�'�'cf���z�'2...� i � AFFIDA'YIT COMMONWEALTH OF PENNSYLVAN7A . : SS COI.JNT"Y OF DAUPHTN . We,R. Eric Pierce and,��na(a /� vL� , khe witnesses whase names are signed to the attached ar foregoing instnunent, being du]p qualified accorciing ta ]aw, do 8epose aixl say that we were present and saw Testatrix sign and execute tha instrument as her Last Will; that ELIZABETH F. SHINER signed willingly and that ELI7..ABBTH F. SHINER executed it as her free and votuntary act for the purposes therein exgressed;that each of us in the hearing and sight af the Tastatrix signed the Will as witnesses;and that to the best of aur knowledge,the Testatr'vc was at that tirne eighteen(18)or more years of age, of sound m'snd and under no constraint or undne influence. . T� WI S � BSS Sworn or affirrnefl to and subscribed ta before rne bq R. Eric Pierce and ��- ,�k.,, �{ Ltti 4 ,witnesses, this �k�� day of �ti a-... 2003. � ` '/ N4�7C� � �.�.��. � � f �°� � �`=�� ��'t��I�YJBLi —�-, rarnRU�ssen� GHERYL L.MEARHCK?p.Pbtary F§� Derry Twp.,Dauphin Ccwtity Commission es December 25,2003 Pagetl �zT�� /t� ��-t�%L �y�-?l'r.�