HomeMy WebLinkAbout05-17-13 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,apply(ies)for Letters as specified below,and in support thereof averts)the
following and respectfully requests the grant of Letters in the appropriate form:
William R Meredith and Stephen D Meredith
Decedent's Information
Name: William J.Meredith File No: 21 -
a/k/a: (Assigned by Register)
a/k/a:
a/k/a:
Date of Death: 0 411 312 01 3 Age at Death: 84
Decedent was domiciled at death in Cumberland County, PA (State)with his/her last
principal residence at 165 Linn Dr.,Carlisle 17013 Carlisle Cumberland
Street address,Post 01 and Zip Code City,Township or Borough County
Decedent died at 165 Linn Dr.,Carlisle 17013 Carlisle Cumberland PA
Street address,Post Office and Zip Code City,Township or Borough County stale
Estimate of value of decedent's property at death:
If domiciled in Pennsylvania...................... All personal property $ 185,000.00
If not domiciled in Pennsylvania................ Personal property in Pennsylvania $
If not domiciled in Pennsylvania................ Personal property in County $
Value of real estate in Pennsylvania................................................................... $ 167,000.00
TOTAL ESTIMATED VALUE $ 352,000.00
Real estate in Pennsylvania situated at 165 Linn Dr.,Carlisle 17013 Carlisle Cumberland
(Attach additional sheets,if necessary.)
Street address,Post Office and Zip Code City,Township or Borough County
®A. Petition for Probate and Grant of Letters Testamentary
Petitioner(s)aver(s)that he/she/they is/are the Executor(s)named in the Last Will of the Decedent,dated 02/21/2010 and Codicil(s)
thereto dated
State relevant circumstances(e g.,renunciation,death of executor,etc.)
Except as follows:after the execution of the instruments)offered for probate, Decedent did not marry,was not divorced,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 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)
a t.a.,d.b.n.,d.b.n.c.t.a.,pedente lite,durante absentia.durante minoritate
If Administration,c.t.a ord.b.n.c.t.a.,enter date of Will in Section A above and complete 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 ❑ EXCEPTIONS
Petitioner(s),after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse(if any)and heirs(attach
additional sheets,if necessary):
Name Relationship Address
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Form RW-02 rev.10-if-2011 Copyright(c)2011 form software only The Lackner Group,Inc. Page 1 of 2
Oath of Personal Representative on =;v10 01r 11
COMMONWEALTH OF PENNSYLVANIA }
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COUNTY OF Cumberland } SS:
Petitlonerts)Printed Name Pelitloner(s)Printed Address .a p w jTj rn
William R Meredith 404 Pine Grove Rd. Do
Gardners,PA 17324 f�1 g C.) to
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Stephen D Meredith 12 West Green St. Cn -.0
Mechanicsburg,PA 17055 r5 . x
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The Pertioner(s)abovomimed swears)of affirm(s)the statements in the foregoing Petition are true and correct to the best of the knowledge and
ueltet of Petitioner{s)and that,as Personal Represenlativets)of the Decedent,Pelitioner(s)vAl wren and truly administer the estate according to to
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BOND Required? F� YES ❑X NO Tome RacWero0ViAsr
FEES Please enter my appearance by my signature below:
Letters ..............................._. .. S 360.00 Attorney Signature;
( 5 )Short Cenificate(s)......... 25.00
( (Codicil(s)......_......_.....,..
{ )Affidavit(s)...................,. Printed Name: Linda J.Olson Esq.
Bond... ....._.................... ........ Supreme Court
Commission-._._.... ................... ID Number: 02859
Olher
Inheritance Tax return 15100 Firm Name: Hazen Elder Law
Inventory 15.00 Address, 2000 Linglestnwn Road,Ste 202
Will 15.00
Suite 202
Harrisburg,PA 17110
Phone- 717-540.4332
Automation Fec............................ 5.00
Fax: 777-540-4313
JCS Pee....... _.... . .._........._...,.. 23.50
TOTAL_........................._............ g 455.50 E-mail: ioisen @hazenelderlaw.com
DECREE OF THE REGISTER
Date of Death: 04f13/2013
Social Security No:
Estateof William J.Meredith File-No: 21
atkta
AND NOW, ,in consideration of the foregoing Petition,
sallsfacloryproof having been preserved before me.IT IS DECREED that Letters testamentary
are hereby granted to William R Meredith and Stephen D Meredith
in the above estate and(if apphcabte)mat the insirumenitsl dated 021,2112010
described in the Petition be admmmat'ecl to probate and filed of record as the last Will(and Codicil(s))of Decedent,
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Oath of Personal Representative Offidal Use Only
COMMONWEALTH OF PENNSYLVANIA }
} SS:
COUNTY OF Cumberland }
Petitioner(s)Printed Name Pertitioner(s)Printed Address
William R Meredith 404 Pine Grove Rd.
Gardners,PA 17324
Stephen D Meredith 12 West Green St.
Mechanicsburg,PA 17055
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The Petitioner(s)above-named swear(s)or affirm(s)the statements in the foregoing Petition are true and correctnto the be"the k6owilidge and
belief of Petitioners)and that,as Personal Representatives)of the Decedent, Petitioner(s)will well and truty administer th"staWabcoMing to law.
Sworn to of-��ned andtsLLt}B xibed before
1A1,a� Li -- ro Dew 0s r�
me th's 1 da�oF `^�— -..--- —""'— Data
By: "-�f1' Date
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BOND Required? ❑ YES 0 NO To the Register of Wills:
FEES: Please enter my appearance by my signature below:
Letters..............-.......................... -$ .380.00. .. Attorney Sig lure: /
( 5 )Short Cadion(s)-(..._....... 25.00 42 /�. C�
( }Renunciatlon(s)__..........
( )Codicil(s)....._..........._....
( )Affidavit(s)...................... Printed Name: Linda J.Olsen Esq.
Bond............................................. Supreme Court
Commission.......____................ to Number: 92858
Other
Inheritance Tax return 15.00 Firm Name: Hazen Elder Law
Inventory 15.00 Address: 2000 Lingiestown Road,Ste 202
Will 15.00 Suite 202
Harrisburg,PA 17110
Phone: 717-540.4332
Automation Fee,,.,,....... ............... 5.00 Fax: 717-544-4313
JCSFee...____............................ 23.50
TOTAL...................._.............. $ 458.50 E-mail: loisen @hazeneiderlaw.com
DECREE OF THE REGISTER
Date of Death: 0411312013
Social Security No:
Estate of William J.Meredith File No: 21
atkta:
AND NOW ,inconsideration of the foregoing Petition,
satisfactory proof having been pre0ifted before me, IT IS DECREED that Letters Testamentary
are hereby granted to William R Meredith and Stephen D Meredith
in the above estate and(if applicable)that the instrument(s)dated 02/21/2010
described in the Petition be admitted to probate and filed of record as the last Will(and Codicii(s)of Decedent.
qis er of Wills
Copyrighl(c)2011form software only The Lackner Group, nc. %Pa of2
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LAST WILL AND TESTAMENT
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WILLIAM J. MEREDITH r nt r r.i '
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I,WILLIAM J.MEREDITH,now domiciled in Cumberland County,Pennsyl6riia,declare
this to be my Last Will. I revoke all other Wills and Codicils that I may have previously made.
Article I
My just debts and expenses of my last illness, funeral, and administration of my estate shall
.be paid by my Executor from the principal of my residuary estate as soon as practicable after my
death.
Article II
All inheritance,estate, and succession taxes(including interest and penalties thereon,but not
including any generation skipping tax) payable by reason of my death shall be paid out of and be
charged generally against the principal of my residuary estate without reimbursement from any
person. This provision is not a waiver of any right which my Executor has to claim reimbursement
for any such taxes which become payable as the result of any property over which I have the power
of appointment.
Article III
I give, devise and bequeath my tangible personal property in accordance with any
memorandum I have either handwritten or signed,located with my Will or with my valuable papers
and found within 30 days of the probate of my Will. Gifts may only be to persons who survive me or
to organizations which exist at my death,and if there is a conflict,the memorandum having the latest
date shall govern. To the extent no such memorandum is found, or all of my tangible personal
property is not disposed of pursuant thereto, my tangible personal property shall be added to my
residuary estate and pass under Article V hereof.
Article IV
If my spouse, CONSTANCE G. MEREDITH, survives me by one hundred seventy(170)
days, I give,devise and bequeath to my spouse cash, securities or other property of my estate having
a value equal to the amount, if any, that my spouse would be entitled to receive if she exercised her
elective share rights as set forth in section 2201 et seq. of the Pennsylvania Probate, Estates and
Fiduciaries Code (the "PEF Code"); provided, however, that this bequest shall be reduced to the
extent my spouse has waived the right to elect under PEF Code section 2207 or forfeited the right to
elect under PEF Code section 2208. In computing the amount of this bequest,it shall be assumed that
my spouse has elected under PEF Code section 2204(c)to retain all beneficial interests in property
that she would otherwise be required to disclaim if she exercised her elective share rights.
Provided my spouse survives me for one hundred seventy(170)days and she has not waived
or forfeited her elective share rights, it is my intention, that as a result of my death, she receive
property having a value equal to (but not more than) that which she would receive if she were to
exercise her elective share rights.
My Executor shall have the sole discretion to select the assets which shall constitute this
bequest. If my spouse does not survive me by one hundred seventy(170) days, or in the event my
spouse (or her legal representative) disclaims any portion of this bequest, this bequest, or the
disclaimed portion thereof, shall be distributed as part of my residuary estate.
This bequest shall be distributed, in trust, to my hereinafter-named Trustee to be held,
administered and distributed as follows:
A. To expend and apply so much of the net income and so much of the principal of the
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Trust as the Trustee shall consider advisable for the support,health, and care of CONSTANCE G.
MEREDITH, for the remainder of her lifetime.
B. In the event of CONSTANCE G.MEREDITH's death,the trust shall terminate,and
the remaining principal and accumulated income of the trust shall be distributed in equal shares
outright to my children WILLIAM R.MEREDITH and STEPHEN D.MEREDITH,per stirpes.
C. No beneficiary or remainderman of this Trust shall have any right to alienate,
encumber,or hypothecate his interest in the principal or income of the Trust in any manner,nor shall
any interest be subject to claims of his creditors or liable to attachment,execution,or other processes
of law.
D. I hereby appoint my son, WILLIAM R. MEREDITH, as Trustee of any Trust(s)
created in this Will for the benefit of my spouse. In the event of the renunciation,death, or inability
to act, for any reason whatsoever of WILLIAM R.MEREDITH,I nominate,constitute and appoint
my son, STEPHEN D.MEREDITH, successor Trustee,of any Trust(s)created in this Will for the
benefit of my spouse.
E. In order to carry out the purposes of the Trust established by this Will for the benefit
of CONSTANCE G.MEREDITH,the Trustee,in addition to all other powers granted by this Will
or by law, shall have the following powers over the Trust estate, subject to any limitations specified
elsewhere in this Will:
(a) to retain in the form received and/or to sell either at public or private sale,any
real estate or personal property except that which I specifically bequeath herein;
(b) to manage real estate;
(c) to invest and reinvest in all forms of property without being confined to legal
investments, and without regard to the principal of diversification;
3
(d) to exercise any option or right arising from the ownership of investments;
(e) to compromise claims without court approval and without consent of any
beneficiary;
(f) to file fiduciary/income tax returns and pay the tax due for any year for which
such a return is required;
(g) to make distributions in cash or in kind,or in both,and to determine the value
of any such property;
(h) to receive required minimum distributions from any individual retirement
account of which the trust beneficiary is the beneficiary; to make elections with regard to
individual retirement accounts;and to distribute the required minimum distribution to the trust
beneficiary(ies). Payments made hereunder to or for the trust beneficiary's benefit from any
qualified plan or individual retirement account payable to the trust by reason of my death shall
equal at least the amount of the mandatory minimum distributions from such plans or accounts
and shall comply with the requirements of Revenue Ruling 89-89, I.R.S. 1989-27. No
qualified assets shall be used to pay administrative expenses or taxes of my estate;
(i) to employ any attorney,investment advisor,or other agent deemed necessary
by my Executor; to pay from my estate reasonable compensation for all their services;
(j) to conduct along with or with others, any business in which I am engaged in
or have an interest in at the time of my death; and
(k) to receive reasonable compensation in accordance with their standard
schedule of fees in effect while their services are performed.
Article V
All the rest, residue and remainder of my estate, of whatsoever nature and wheresoever
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situate, I give, devise and bequeath IN EQUAL SHARES to my children: WILLIAM R.
MEREDITH, currently of Adams County, Pennsylvania, and STEPHEN D. MEREDITH,
currently of Cumberland County,Pennsylvania,per stirpes. If a beneficiary does not survive me by
thirty(30)days,but leaves descendants who survive me by thirty(30)days,those descendants shall
receive,per stirpes, the share the beneficiary would have received had he or she survived me by
thirty(30) days.
Article VI
I nominate, constitute, and appoint my sons,WILLIAM R.MEREDITH and STEPHEN
D. MEREDITH, Co-Executors of my Last Will and Testament. 1 direct that my Co-Executors be
permitted to serve without bond. In addition to those powers granted by law, I grant them power to
distribute in cash or in kind, in like or in unlike shares, and to file any qualified disclaimer I could
have filed if living. My Co-Executors shall receive reasonable compensation for services rendered to
my estate.
Article VII
In addition to the powers conferred by law, I authorize my Co-Executors in their absolute
discretion:
(a) to retain in the form received and to sell either at public or private sale,any real estate
or personal property except that which I specifically bequeath herein,
(b) to manage real estate,
(c) to invest and reinvest in all forms of property without being confined to legal
investments, and without regard to the principal of diversification,
(d) to exercise any option or right arising from the ownership of investments,
(e) to compromise claims without court approval and without consent of any beneficiary,
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(f) to file any federal income tax return for any year for which I have not filed such return
prior to my death,
(g) to make distributions in cash or in kind,or in both, and to determine the value of any
such property,
(h) to employ any attorney, investment advisor, or other agent deemed necessary by my
Co-Executors; and to pay from my estate reasonable compensation for all their services,
(i) to conduct alone or with others, any business in which I am engaged in, or have an
interest in at time of my death, and
(j) to receive reasonable compensation in accordance with their standard schedule of fees
in effect while their services are performed.
IN WITNESS WHEREOF, I, WILLIAM J. MEREDITH, hereby set my hand to this my
Last Will and Testament, on At? < < 2010, at Harrisburg, Pennsylvania.
WILLIAM J. EREDITH
In our presence,the above-named WILLIAM J.MEREDITH signed this and declared this
to be his Last Will and now at his request,in his presence,and in the presence of each other,we sign
as witnesses.
Name Address
2000 Linelestown Rd., Suite 202, Harrisburg PA 17110
9 Cony t� 2000 Linglestown Rd., Suite 202, Harrisburg PA 17110
6
1,WILLIAM J.MEREDITH,Testator,who signed the foregoing instrument,having been
duly qualified according to law,acknowledge that I signed and executed this instrument as my Will,
and that I signed it willingly as my free and voluntary act for the purposes therein expressed.
Sworn to or affirmed and
acknowledged before me by
WILLIAM J. MEREDITH, the Testator,
on , 2010.
Notary Public WILLIAM J""MEREDITH
COMMONWEALTH OF PENNSYLVANIA
Notarial Seal
Melissa M.Kaln,Notary Public
Susquehanna Twp.,Dauphin County
My Commission Expires Aug.11,2010
We, the undersigned witnesses who signed the foregoing instrument, being duly qualified
according to law, depose and say that we were present and saw the Testator sign and execute this
instrument as his Will; that he signed and executed it willingly as his free and voluntary act for the
purposes therein expressed;that each of us in his sight and hearing signed the Will as witnesses,and
that to the best of our knowledge, that he was at that time eighteen (IS) years or more of age, of
sound mind, and under no constraint or undue influence.
Sworn to or affirmed and
subscribed to before nje
by ihne vwtR �t31 t cc�4 �`k2P /
and MyL� (? ��Pn�rrn Witness
witnesses, on 12010.
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Witn ss
Notary Public
COMMONWEALTH gF PENN Y ANI
Notarial Seal
Melissa M.Kain,Notary Public
Susquehanna Twp.,Dauphin County
My Commission Expires Aug.11,2010
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