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HomeMy WebLinkAbout05-30-13 __ _ . _ _ .e. - 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 aver(s)the following and respectfully request(s)the grant of Letters in the appropriate form: Decedent's Information Name: Michael J Burdulis __ File No� ��" ��� a/k/a: ______ _ ___ _ • (Assigned by Register) a/k/a: _-------- --- a/k/a: _._ _—__ __ _____ Social Security No: Date of Death: 4/18/2_013 _._ __ _ Age at death: 67 _ _ _ Decedent was domiciled at death in Cumberland _ County, Pennsylvania (State) with his/her la3t principal residence at ?84 Founders Way Mechanicsburg 17050 Silver Spring Township Cumberland Street address,Post Office and Zip Code City,Township or Borough County Decedent died at 361 Alexander Sprin�Rd Carlisle 17015 South Middleton Township _ Cumberland PA Street address,Post Oftice and Zip Code City,Township or Boroug6 County State Estimate of value of decedenYs property at death: Ijdomici[edinPennsylvania................................All personal property g 121,�00.00 If not domiciled in Pennsylvania.............................Personal property in Pennsylvania $ __ __ ljnot domiciled in Pennsylvania.............................Personal property in County $ _ __ _ Value of real estate in Pennsylvania.............................................................. $ _- TOTAL ESTIMATED VALUE.... $ 121,000.�0 Real estate in Pennsylvania situated at: (Atlach addilional sheets,f necessary.J Street address,Post Office and Zip Code City,Township or Borough County � A. Petition for Probate and Grant of Letters Testamentarv Petitioner(s)aver(s)he/she/they islare the Executor(s)named in the last Will of the Decedent,dated ,�271�Q�Q_—_ and Codicil(s) thereto dated _.______ __ State relevant circumstances(e.g.renunciation,death ofexecu[or,eu.) Except as follows:after the execution of the instrument(s)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 bom 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(Ifapplicabte) _ 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.�a., enter date of Will in Section A above and comalete 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 following spouse(if any)and l�irs(attach additionalsheets,ifnecessary): n = �.. � C ��i .�5 - - -- — __ _---- .. � Name Relationship� Addres--p-�- ---� ^�"'� �; .. - --- ---- -- -- _,-, � -.-. �T-�-c-, --c �.65 � � �7 �„ f� _...s C� L1 � �-- .- :..:�.� .__ "_- _-'. :; . _ —" __' - Z",s � — �-y I �.. t17 -' -._.r . :._ a� �,..� �. �..? '__--'_. -"'_ �"�1 "5 ._�,� ....__ ._.. .- . _.. _- -- --� �-- - �— .-r``--— '�}- � �:�..'", .�;-.: �....: .:. �":3 , . I ----- . ..,.� ��..... . _—__-... �� ,, -'- --�- t_... jw . � II _ .__ ��. �y a �,,,,� .. � —.__- ..__....__ —'--_'_ I � �.� � I FormRW-01 rev.10/(1;10/! Page 1 of.:: _ . w��r Oath of Personal Representative off�i�use o�Y � COMMONWEALTH OF PENNSYLVANIA } ;._; � I } SS: � w � r�1 I COUNTY OF CUMBERLAND _ } � � �? � �� � I r—v-'--�, � � ..__—���-'i�' — CT} __ �-''' i ';;n?' _ Petitioner(s)Printed Name _ Petitioner(s)Printed Addres�_�.i i � s { 284 Founders Way m:: G� =� � I ��_ �. c .. i Nancy A Burdulis _ _ Mechanicsbur =-= ��PA`?'1705D Y' , : f- - � __, , - . ,I_.., ._E -�� ` ,� ,,, �'=� I ,��� - ----_ _ _ __ - —.�' The Petitioner(s)above-named swear(s)or affirm(s)the statements in the foregoing Petition aze 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 Uvly administer the estate according to law. Sworn to or affirmed and subscribed before /����, ���� -��� _ Date 5/30/2013 me 's � day of Ma 2013 -� _ Date BY� -- — Date F he Regrster _ Date ___ BOND Required: ❑ YES � NO To the Register oj�lls: FEES: Please enter my appearance by my signature below: Letters. .. .. . . ..... .. . .... . . . . $ __ 260.00 Attomey Signature: �I (4 )Short Certificates(s) . . . ... ___ 20.00 ( )Renunciation(s) . . .... . . . . - ___ � i ( )Codicil(s) . . . . . . . . . . ... . __ ( )Affidavit(s). . . . . . . . . .... ___ _--- — Bond . .... . . .... . . . . . . . ... . . . . � Printed Name: .18 BfOWn ---- - --- � Commission ... .. ... . . . . . . . .... . ' Supreme Court Other Will _ __.__ ,,,. . , .. . ___ 15.00 ID Number: 67993 Inher Tax Retum__ 15.00 ' Invento_ry ____ . ,. . . . ... _ 15.00 Firrn rrame: Jan L Brown &Associates __ - Address: 845 Sir Thomas Court Suite 12 ��' ' ' ' ' � ' -- Harrisburg _ PA 17109 ---- -- --- . . . . . .... -_ ' Phone: 717-541-5550 - - ----_ _____. .. . . .... Fa,{: 717-541-9223 ' Automation Fee .... . .. . . . .. . . . . . .. 5.00 ---- —' Email: Ilbrownesq�aol.com __ _ 1CS Fee .. . ..... . . . . .. . . . . .... . -- 23.50 — — TOTAL .... . .... .. . .. . . ... . ..$ —_ 353.50 — -- _— DECREE OF THE REGISTER Estate of Mlchael J Burdulis_ __ _ File No: � / ��� �1(� a/k/a: _- -----_ AND NOW, Ma �n t� -_y ___ ___. -._ , 2013 _ , in consideration of the foregoing Petition, satisfactory proof having been presented before me,IT IS DECREED that Letters Testamentary ___ __ _- __ _- are hereby granted to NanCy A Burdulis __ __ _ - in the above estate and(if applicable)that the instrument(s)dated 11/27/2000 _ described in the Petition be admitted to probate and filed of record as the last Will(and Codicil(s))of Decedent. ; . ..; Register of Wills � �� Form RW-02 rev./Oil!/201/ Page 2 . _ _ - _ _ _ ���� _ �:1._ _ _ _ _ _ . _ _ _ ,,,�,,, ^�,� _ ���' � LAST WILL AND TESTAMENT c � � �'� � � =� � cra-s OF Q' _" � �;� =�� � � � ..� � � r, r-- �,�, �,, , t— � �° � i' '�} MICHAEL J. BURDULIS � � T�i �1 . .� ;�, c� �=� _ .: , � ,-�,. -� –r; � �° :� '� . c.:= �. . :-; � . �... ..= ;""",� . _� e... y;� T`y� i!] s,:'�.� �. i\) �'1 I,MICHAEL J.BURDULIS,a married person residing in the County of Cumberland,State of Pennsylvania, do make, publish and declare this instrument to be my Last Will and Testament, hereby revoking and canceling all former Wills and Codicils by me at any time heretofore made. ARTICLE ONE. I direct that all my lawful debts, allowed as claims against my estate, including the expenses of my last illness and funeral, shall be paid out of my estate by my Personal Representative hereinafter named. ARTICLE TWO. I hereby bequeath all the remaining property of every kind and description,(including lapsed legacies and devises),wherever located and whether acquired before of after the execution of this Will, to the Trustee under the MICHAEL J. BURDULIS LIVING TRUST AGREEMENT executed prior to the execution of this Will. My Trustee shall add the property bequeathed by this Article to the principle of the above Trust and shall administer and distribute said property in accordance with the provisions of the Trust Agreement, including any amendments made before my death. _ _ _ __ ��,� ARTICLE THREE. I hereby nominate, constitute and appoint my spouse, NANCY A. BURDULIS of Cumberland County,Pennsylvania,as Personal Representative of this my Last Will and Testament. In the event NANCY A. BURDULIS cannot act ar is unable, then I appoint my daughter MICHELLE B. TROUT of Cumberland County, Pennsylvania as successor Personal Representative. In the event MICHELLE B. TROUT cannot act or is unable, then I appoint my daughter TRACY BURDULIS-TROUT of Cumberland County, Pennsylvania as successor Personal Representative. I further direct that any entity named as Personal Representative herein shall not be required to give any bond in any jurisdiction,and that if,notwithstanding this direction, any bond is required by any law, statute or rule of Court,no sureties shall be required thereon. My personal Representative is authorized to administer my estate under independent administration without adjudication, order, or direction of the court. ARTICLE FOUR. Section 1. Definition of Death Taxes. The term"death taxes"as used in my Will, shall mean all inheritance,estate,succession and other similar t�es that are payable by any person on account of that person's interest in the estate of the decedent or by reason of the decedent's death, including penalties and interest, but excluding the following: , a. Any addition to the federal estate tax for any "excess retirement accumulation"under Internal Revenue Code Section 4980A. b. Any additional tax that may be assessed under Internal Revenue Code Section 2032A. c. Any federal or state tax imposed on a generation-skipping transfer, as that -2- �_i _ . __ __ _ _ _ .�� term is defined in the federal taac laws,unless the applicable tax statutes provide that the generation- skipping transfer tax is payable directly out of the assets of my gross estate. Section 2. Payment of Death Taxes. Pursuant to the terms of my Revocable Living Trust,all death taxes,whether or not attributable to property inventoried in my probate estate,shall be paid by the Trustee from that Trust. However, if that Trust does not exist at the time of my death, or if the assets of that Trust are insufficient to pay the death ta�ces in full,I direct my personal representative to pay any death ta�ces that cannot be paid by the Trustee from the assets of my probate estate by prorating and apportioning those taxes among the beneficiaries of this Will. Notwithstanding any other provision in my Trust,all death taxes incurred by reason of assets transferred outside of my trust ar probate estate shall be assessed against those persons receiving such property. ARTICLE FIVE. Section 1. No Contest Clause. If any person or entity other than me ' singularly or in conjunction with any other person or entity directly or indirectly contests in any court the validity of this Will,including any codicils thereto,then the right of that person or entity to take any interest in my estate shall cease, and that person or entity shall be deemed to have predeceased me. Section 2. Captions. The captions of Articles,Sections and Paragraphs used in this Will are for convenience of reference only and shall have no significance in the construction or interpretation of this Wi1L ' Section 3. Severabilitv. Should any of the provisions of my Will be for any reason declared invalid, such invalidity shall not affect any of the other provisions of this Will, and all invalid -3- _ _ _ __ _ _ _ _ - . _ _ _ _ _ _ _ ,�. ` _. ___ _ _ _ __ __ -.,,�.- provisions shall be wholly disregarded in interpreting this Will. Section 4. Governing Law. This Will shall be construed,regulated and governed by and in accordance with the laws of the State of Pennsylvania. I MICHAEL J. BURDULIS the Testatar si � � , , gn my name to this instrument this � day of `�[�j'�m,��� , 2000, and being first duly sworn, do hereby declare to the undersigned authority that I sign this instrument as my Last Will and Testament and that I sign it ' willingly,that I execute it as my free and voluntary act for the purposes therein expressed,and that I am eighteen(18)years of age or older, of sound mind, and under no constraint or undue influence. ����GG'2z�-� • ' MICHAEL J. URDULIS In our presence MICHAEL J.BURDULIS signed this and declared it to be his will,and now at his ' request, in his presence, and in the presence of each other, we sign as witnesses: ' Witnesses: �9, � _ (��--} �. ����� � �5',' ,.�- �r-,... �'t �-., � �>,�y -4- ' - - - _ _ _ - _ �i_, ___ _ _ a11� MICHAEL J. BURDULIS, 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 ' MICHAEL J. BURDULIS, the Testator, On '��. 2�- , 2000. d�/�'(iG�:+�%�' ' N ublic MICHAEL J. BU ULIS � �..��,-�, �'"'� E���A����..:�,��. � � ,l�:�!�yl..���t3���� i�����s�yt�f�:+"�;.� _ . f �,' y 6"��.��e i= 3�S .;;�igi�i"�y,iL�.'��F�P , 4„ � :�� .G�i ! f.t�_k'3"� �' :�°r��Y� k,{�'vrJt1'�9i s�if ,-d . �.. _._u ...vr�r..^ � ,¢,,..+� .�..m ,are._... We, the undersigned witnesses who signed the foregoing instrument, being duly qualified according to law,depose and say that we were present and saw MICHAEL J.BURDULIS 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(18)years or more ' of age, of sound mind, and under no constraint or undue influence. Sworn to or affirmed and subscribed to before me . bY SS `Cc.��..Z7L�Ll�.� and / ,G � , itness witnesses, on , 2000. ' Witness N t Public �TA ALRI S�AL -5- JA�1 L BROW�l,Pbt��R�bt3� �.ov,►er Paxton T�p.,�;+��'si���� ���y Comrr��s��on'��ires t�rch�,� _ _ _ -- _ ;�.J