HomeMy WebLinkAbout06-10-13 - - -- __ _ _ .�,�
PETITION FOR GRANT OF LETTERS
REGISTER OF W ILLS OF C u m b e r 1 a n d COIJNTY, PENNSYLV ANIA
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 farm:
Decedent's Information ` t
Name: M i c h a e 1 T •_ R u p e r t File No: �U 3 - ��[�
�a: J_ _ (Assigned by Register)
a/k/a --_
�a: Social Security No:
Date of Death: 5/5/2 013 Age at death: 7 2 _
Decedent was domiciled at death in C u m b e r 1 a n d County, P A — (State) with his/her last
principal residence at 12 Cherish Drive 17D11 East Pennsboro rownsniR Cumberland _
Street address,Post Office and Zip Code City,Township or Borough Counry
Decedentdiedat 120 S • Filbert St 17055 Mechanicsburg Cumberland PA
Street address,Post Office and Zip Code City,Township or Borough Counry State
Estimate of value of decedent's propeny at death:
!f domiciled in Pennsy[vania................................All personal property $ 5�0�� • 0�
lfnot domiciled in Pennsy[vania.............................Persona]property in Pennsylvania $
Ifnot domiciled in Pennsy(vania.............................Personal property in Counry $ —
Value of real estate in Pennsy[vania........................... ........................... $
TOTAL ESTIMATED VALUE.... $ 5�
000 • 00
Real estate in Pennsylvania situated at: �
(Atmch addrtional sheets,if nece.csary.) Street address,Post OfTice and Zip Code City,Tawnship or Borough County
� A. Petition for Probate and Grant of Letters Testamentarv
Petitioner(s)aver(s)he/she/they is/aze the Executor(s)named in the last Will of the Decedent,dated 5/3/2 011 and Codicil(s)
thereto dated __�_
� State relevant circumstances(e.g.renunciatian,death of executor,etc.)
Except as follows:afrer 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(lfapplicable)
c.t.a.,d.b.n.,d.b.n.c.t.a.,pendente lite,durante absentra,durante minoritate
If Administration,c.t.a. or d.b.n.c.t.a., enter date of Will in Section A above and comnlete list of heirs.
Except as follows: Decedent was not a party to a pendin$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.
0 NO EXCEPTIONS ❑EXCEPTIONS
� �
Petitioner(s),after a proper search has/have ascertained that Decedent left no Will and was survived by the follo�g�puse(if an�and I�eiTs�tach
addrtional sheets, if necessar��J: � �7 E?' Cy
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Oath of Personal Representative Ot�icial Use Only
COMMONWEALTH OF PENNSYLVANIA }
} SS:
COUNTYOF Cumberland _ } �: ; ,.•r
Petitioner(s)Printed Name Petitioner(s)Prin e re s '�'
12 Cherish Drive '�13 JUN 10 �� �j
Patricia M . Branaff Cam Hill ��F ��011
CLERK v�=
ORPNANS' COURT
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 PeNtioner(s)and that,as Personal Representative(s)of the Dece t,the Petitioner(s)will well and truly administer the estate according to law.
� �
Sworn to o affirmed and_subscribed befor�li�2 — �._..�D --p70/�,'�
— Date
me t �s day o �ua✓ / _ pate _
By — Date
For the Register Date
BOND Reqaired: i� YES � NO To the Register of Wilds:
FEES: Please enter my appearance by my signature below:
Letters. . . . . . . . . . . . . . . . . . . . . . . $ �Vv Attorney Signature:
( )Short Certificates(s) . . . . . . _�_�__
( )Renunciation(s) . . . . . . . . . .
( )Codicil(s) . . . . . . . . . . . . . . `
( )Affidavit(s). . . . . . . . . . . . . _
Bond Printed Name: D a V 1 . S t o n e , E S U 1 r 2
Commission . . . . . . . . . . . . . . . . . . . . Supreme Court
�qer , . , , , , , , , IDNumber: 39785
.�"'� (� -
�n��,,�� " � ' : : ; � FirmName: StOn2 LaFaver & Shekletski
r��m-�--- � � ' � � � Address: 414 B r i d e S t r e e t
. . . . . . . . . �- P • 0 • BoxgE
� � � � � � � � � - New Cumberland PA 17070 '
� � � � � � � � � Phone: ?17-774-7435
-� � � � � � � � � Fax: 717-774-3869
AutomationFee . . . . . . . . . . . . . . . . . .�— —�___ Ema;�: dstoneastonelaw• net
JCS Fee . . . . . . . . . . . . . . . . . . . . . . . �_5
ToTnr. . . . . . . . . . . . . . . . . . . . . . .$ _1�3�6d
DECREE OF THE REGISTER
EstateofMiChael T • Rupert FileNo: ��-(J� ���Y
a/k/a:
AND NOW, �,(,�� �� , Z_��_ , in consideration of the foregoing Petition,
satisfactory proof having been presented before me,IT IS DECREED that Letters T e s t a m e n t a r y
__ are hereby granted to P a t r i e i a M • B r a n o f f _ �
in the above estate and(if applicable)that
the instrument(s)dated 5/3/2 011
described in the Petition be admitted to probate and filed of record as the last Will(and Codicil(s))of Decedent.
Register of Wills� ������ �
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LAST WILL AND TESTAMENT �' �"� <� =�' —�
OF ` , �:' � � t;:
MICHAEL T. RUPERT `.W, -� ' � � ��
.,. �.V' V.� f',.7
_1� "�:
I,Michael T. Rupert, a resident of Camp Hill, Pennsylvania declare this to be rny
Last Will and revoke all former Wills and Codicils.
ARTICLE I
Identification of Familv
At the present time I am unmarried. In making this Will I have in mind my one
child,Bonnie L. Hott,born 1968, but does not include any children hereafter born to or
adopted by me. Any reference to a "child of mine" or "my children" shall include the
persons named or referred to in this Article.
A. Disinheritance Provision. I, intentionally and with full knowledge of the
consequences, disinherit and omit any provision in my Will for the following child: my
daughter, Bonnie L. Hott. Further, I intend that this disinheritance specifically defeat the
application of any statutory heirship interest or any reference to child, children,
descendants, heirs, or issue, in this Will, with respect to this child.
ARTICLE II
Aanointment of Fiduciaries
A. Appointment of Personal Representative. I appoint my friend,Patricia
M. Branoff, as Executor of my estate. If Patricia M. Branoff is or becomes nnable or
unwilling to serve, I appoint my brother,Barry Rupert as alternate Executor.
B. Bond; Court Supervision. My Executor shall have the right to serve
without bond and to administer and settle my estate without the intervention or
supervision of any court, except to the e�ent required by law. Nothing herein sha11
prevent my Executor from seeking the assistance of the court in any situation where my
Executor deems it appropriate.
ARTICLE III
Disnosition of Residue
l. Provision for Others. I give a11 of the rest and residue of my
estate, wherever located(hereafter referred to in this Article as "residue"),to my friend,
Patricia M. Branoff. If I am not survived by any party named in this provision, I give the
entire residue to Barry Rupert.
Will of Michael T.Rupert Page 1 of 5 Initial���i� �3
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ARTICLE N
Alternative Methods of Distribution
A. Purpose of Article. Recognizing that under certain circumstances the
terms of this Will may direct that properly be distributed outright to a person who is
under age twenty-one (21) or under a legal disability; I make the following provisions to
facilitate the distribution of property to such persons.
B. Alternative Methods. Whenever the terms of this Will direct my
personal representative(referred to in this Article as the "fiduciary")to distribute
property outright to a person who is then under age twenty-one (21) or under a legal
disability,the fiduciary may retain pwsuant to Pazagraph C. of this Article ar distribute
all or any portion of that property in any one or more of the following ways:
1. Delivery directly to the beneficiary;
2. Delivery to the pazent or stepparent of the beneficiary;
3. Delivery to the guardian of the beneficiary's person or property;
4. Delivery to any Custodian for the beneficiary under the Unifarm
Gifts to Minors Act;
5. Delivery to any then existing trust created for the beneficiary;
6. Depasit in a financial institution in an account established in the
name of the beneficiary alone pursuant to the laws of the 5tate of
Pennsylvania;
7. Storage of any tangible personal property in safekeeping with the
costs of storage to be borne by the beneficiary; ar
8. Sale af any ta.ngible personal property and delivery of the proceeds
in any manner permitted by this Article.
Provided the fiduciary acts in good faith, upon delivery of any property in
accordance with the provisions of this Article,the fiduciary shall be discharged from all
responsibilities in connectian with the property.
C. Discretionary Trust. Any property not distributed as provided in
Paragraph B. of this Article shall be retained by the fiduciary in trust for the beneficiary
on the following terms and conditions: During any period in which the beneficiary is
under a legal disability or under twenty-one(21)years of age,the fiduciary shall pay to
or apply for the benefit of the beneficiary so much of the income and principal of the trust
as the fiduciary, in its sole and absolute discretion, determines is advisable for the
Wili of Michael T.Rupert Page 2 of 5 Initials��//y�Date: � 3' //
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beneficiary's health, support, education and general welfare. At such time as the
beneficiary is neither under a legal disability nor under age twenty-one(21),the fiduciary
shall distribute any remaining trust assets to the beneficiary. If the beneficiary dies
before all of the trust assets have been distributed,the fiduciary shall distribute any
remaining trust assets to the beneficiary's estate.
ARTICLE V
Administrative Provisions
A. Powers and Duties of Personal Representative. My personal
representative shall have all of the powers and duties granted to or imposed upon
personal representatives serving with non-intervention powers pursuant to the laws of the
State of Pennsylvania.
B. Debts and E�penses. All expenses of administration chargeable to
principal,the expenses of the disposition of my remains, and all my legitimate debts, if
and when paid, shall be paid from the principal of my residuary estate. No debt need be
paid prior to its maturity in due course and except as otherwise provided in this Will no
interest in any property passing under this Will need be exonerated.
C. Tazes. All estate, inheritance or other similar death taa�es,together with
any interest or penalties therean, arising by reason of my death with respect to any
property includable in my taxable estate, and any adjusted taxable gifts, whether passing
under or outside of this Will, shall be paid from the principal of my residuary estate
without reimbursement from the recipients or beneficiaries of such property,provided,
however,that in the event any proceeds of insurance upon my life or any property over
which I held a power of appointment are included in my estate for purposes of
deternuning the federal estate tax liability of my estate,then the residue of my estate shall
be entitled to receive from the recipients of any such proceeds or property the portion of
such federal estate tax liability attributable ta such proceeds or property determined in
accordance with IRC §§ 2206 and 2207.
ARTICLE VI
Miscellaneous
A. Number and Gender. Unless the conteart indicates a contrary intent, the
plural and singular forms of words shall each include the other, and every noun and
pronoun shall have a meaning that includes the masculine, feminine and neuter genders.
B. Survival. To "survive" me, as that term is used in this Will, a person must
continue to live for thirty (30)days after my death.
C. Descendants. The "descendants" of an individual include only the
following:
Will of Michael T.Rupert Page 3 of 5 Initials: G��/f! Date: S ,3 //
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1. All such individual's biological descendants, except any person not
bom in lawful wedlock and his descendants, unless the biological
parent who would otherwise cause him or her to be a descendant
has acknowledged patemity or maternity in legitimation
proceedings, or in an unambiguous signed writing identifying such
person by name, or by raising such person in the same household;
and
2. Persons adopted by such individual or one of his or her
descendants, and their descendants.
If the parent,who would cause a person to be a descendant as defined above, is replaced
in an adoption proceeding, such person shall remain a descendant unless such parent
valuntarily consents to the relinquishment of his or her status as parent in connection with
such adoption proceedings.
D. Heirs. The term "heirs" sha11 mean those persons entitled to inherit under
the then-applicable laws of the State of Pennsylvania governing the descent of an
intestate's separate estate. They shall inherit in their statutory proportions.
E. Exclusion of Pretermitted Heirs. Other than as set forth in this VJill, I
make no provision for any child of mine or descendant of a deceased child of mine. I
specifically make no provision for any person(whether now living or hereafter born),
other than a child named or referred to in Article 1 or a descendant of mine as defined in
this Will,who may be entitled to claim an interest in my estate under the laws of the State
of Pennsylvania.
F. Legal Disability. A person is under a legal disability if my personal
representative determines, in good faith,that the persan is incapable of managing his
property or of caring for himself, or both,or is in need of protection or assistance by
reason of physical injury or illness, mental illness, developrnental disability, senility,
alcoholism, excessive use of drugs, or other physical or mental incapacity.
G. Title to Real Property. Upon my death,title to any real property passing
under this Will shall vest in my personal representative in his fiduciary capacity and shall
rernain so vested until my personal representative distributes or sells that property, at
which time title shall vest in the distributee or purchaser.
H. Disclaimer. Except as may be otherwise specifically provided in this
Will, in the event that any beneficiary disclaims an interest arising aut of this Wil1 or any
trust created herein it is my intention that the interest disclaimed sha11 be distributed in
the same manner and at the same time as if the disclaiming beneficiaty had died
immediately preceding the event pursuant to the laws of the State of Pennsylvania.
Will of Michael T.Rupert Page 4 of 5 Initials:/�Date: � 3 //
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I. Governing Law. The provisions of this Will shall be interpreted in
accordance with and in light of the laws of the Sta.te of Pennsylvania.
J. Corporate Successors. Whenever a corporation or other business entity
is referred to herein,the reference shall include any successor organization.
K. References to Statutes. In this Will, the abbreviation "IRC" shall refer to
the Internal Revenue Code of 1986 as amended.
I have initialed and dated for identification purposes all pages of this, my Last
Will, and have executed the entire instrument by signing this page on the�day of
, ZO�, at � �/ Pennsylvania.
� ichael T. Rupe
Attestation and Statement of Witnesses
Each of us declares under penalty of perjury under the laws of Pennsylvania that
Michael T. Rupert, the Testator, signed this instrument as his Last Will in our presence,
all of us being present at the same time, and we now, at the Testator's request, in the
Testator's presence, and in the presence of each other, sign below as the witnesses,
declaring that the Testator appeazs to be of sound mind and under no duress, fraud, or
undue influence.
. . X ���-�- �, �Q,��
[Witness Signature] [Wimess Signature]
���r;�.�� nn. rav�o�� � �< t�:� �� �-�,�•��� �F�
[Print Name] [Print Name]
Residing at j� t> ��_ Residing atX � 0 Q�1 L Q�5� �2
' C��•n :lt � ��a� ,
Will of Michael T.Rupert Page 5 of 5 Initials:�'�`'`_' Date:
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SELF-PROVING AFFIDAVIT
STATE OF PENNSYLVANIA }
} S5.
COIJNTY OF ���m r1�k� }
I,the undersigned, an�Q�cer authorized to administer oaths, certify that Michael
T. Ru ert,the Tes tor, and I�� �;c�a� �/ ruacs�'�' , and
E�„� F_ �-�r�m,A- c�witnesses, whose names are signed to the
attached or foregaing instrument and whose signatures appear below, having appeared
together before me and having been first duly sworn, each then declared to me that: ])the
attached or foregoing instrument is the last will af the Testator; 2)the Testator willingly
and voluntarily deciared, signed and executed the will in the presence of the witnesses; 3)
the witnesses signed the will upon request by the Testator, in the presence and hearing of
the Testator, and in the presence of each other; 4)to the best knowledge of each witness
the Testator was, at that time of the signing, of the age of majority (or otherwise legally
competent to make a will),of sound mind and memory, and under no constraint or undue
influence; and 5)each witness was and is competent and of the proper age to witness a
will.
Michael T. R pert
�' - - � ��.�.��:.. �' F I�..,..�.�..
[Wimess Signature] `/ [Witness Signature]
��-���� �r� i�- yYl . C2.Y��)�UT— X ��t J�� L . �+yr�.,�.4 /��:n
[Print Name] [Print Name]
Residing at i � Residing at a C h�2�s k n:2
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Section for Notary Public:
Subscribed, sworn and acknowledged before me by the said Michael T. Rupert, Testator,
and b the said�ir.�`�,` � /� �•r , and n
x 1�EJ,�• [�, ,qr�,,�►�a lrr-n, witn s e�,�day of , 20�-
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[Signatu e of Notary]
[Print or stamp name of Notary)
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NO?NlltAl 8EAL
ANMERE M.YM�LMER
MoNry Pu6Ne
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