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HomeMy WebLinkAbout06-18-13 _ __ _ ._ __ 0 PETITION FOR GRANT OF LETTERS REGISTER OF WILLS OF CUMBERLAND COUNTY,PENNSYLVANIA Petirioner(s) natned below, who is/are 18 yeazs 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: DecedenNs Informadon n I I �, ���p n� Name: Jovice Peffer File No: eL /� �a� (Assigned by Register) a/k/a: �a� Social Security No: Date of Death: 06/13/2013 Age at death: 82 Decedent was domiciled at death in Cumberland County,Pe„n.5yl�a��A (Srare)with his/her last principal residence at 150 Wolf Bridee Road Middlesex Two,Cazlisle Cumberland Strxt�ddreay Poet O[flce aod 21p Code City,Towne6ip or BorougA Coaoty Decedent died at 150 Wolf Bridee Road Middlesex Two Cazlisle Cumberland PA Street addreu,Poet Oflltt avd Zip Code City,Towmhip or Borough County Sbte Esfimate of value of decedenYs pmperty at death: Ijdo�niciled irt Pennsy[vania...................... ...... All personal ptoperty $ 10,000.00 ljno�donriciled in Pennsylmnla. ................. ...... Personal Property in Pennsylvania $ If no�domiciled in Pennsy[vanta. ....................... Personal properiy in County $ Va/ueofredestafeinPennsy[vania......................................................... $ R9f1�f1(1(1(1(1 TOTAL ESTIMATED VALUE. ... $ 900.000.00 Real esiate in Pennsylvania situated at 150 Wolf Bridee Road Middlesex Twu. Cazlisle Cumberland (Atmch addttiana!shee[s,if neressary.) Strcet addre�e,Poet Offlce and Zlp Code City,Tawnship or Boroagh County � A. Petition for Probate and Grant of Letters Testamentarv Petidoner(s)aver(s)he/she/they is/are the Executor(s)named in the last Witl of the Decedent,dated May 9,2013 and Codicil(s) thereto dated Shte relevant circumednces(ug.renunckdon,death ojeteculor,eM.) Exceptasfollows: aftertheexecuHonoftheinshument(s)ofFeredforprobateDecedentdidnotma'ry,wasnotdivorced,wasnotapartytoapending divorce proceeding wherein the grounds for divorce hed been esffitilished as defined in 23 Pa.C.S. §3323(g),and did.pqt have a child born or adopted;and Decedent was neither the victim of a killing nor ever adjudicated an incapacitated perso¢.0 � � rn Q NO EXCEPTIONS Q EXCEP'fIONS �-� � rn C3 m � c �'6- ❑ B. PeUhon for Grant of Letters of Adminiatratfon (If applicable) rn = ° Z .-�"-0 v� c.t.a.,d.6.rt.,d.b.n.c.t.a.,pendente�te,1'Dr@iken(p�r tia,� minoHtnte N � If Administrstion,c.ta. or db.n.c.ta.,enter date of Will in Section A above an�o�p$�Ls�pf 1 r� Except as follows: Decedent was not a party to a pending divorce proceeding wherein the grounds f�di�cc�'hed�estst�islw�l as defined in 23 Pa.C.S. §3323(g)and was neither the victim of a}alling nor ever adjudicated an incapaciffited gers�p W � �n Q NO EXCEPT[ONS O EXCEPTIONS � � a a p Petitioner(s),after a proper search hes/f�ave ascertained that Decedent left no Will and was survived by the follown�g spouFSe(ifany)and heirs(altach additional sheeu, ijnecessaryf: Name Retatiooshi Address Farm RW-02 rev./0//1/2011 Page 1 of 2 Oath of Personal RepresentaHve o+����use oaY COMMONWEALTH OF PENNSYLVANIA } } SS: COUNTY OF CUMBERI-AND } � Petitioner(s)Printed Name Petitioner(s)Printed Address Diane M.Beeman 168 Wolfe Brid e Road Cazlisle,PA 17013 The Petitioner(s)above-named swear(s)or affirtn(s)the statements in the foregoing Petirion aze We and correct to the best of Ne Faowledge and belief of Petitioner(s)and ttiat,es Peisonal Representative(s)of the Decedent(�Petitloner(s)will well tnily administer the estate according to law. Swom to ar�t'£umed subscribed before K/ /,r,K� —� ,�� na�e� - l�, 2Dl3 me � f�day o ' ,�e���J s Date By: Date Far the Registe� � Date BOND Required: Q YES �'NO To the Register of Wil[s: FEES: Please eater my appearauce by my signature below: Letters. . . . . . . . . . . . . . . . . . . . . . $� Attomey Signature: ( �D )Short Certificate(s).. . . . . r , � � ( )Renunciation(s).. . . . . . . . �_ � ( )Codicil(s). . . . . . . . . . . . . � V41/�- ( )Affidavit(s).. . . . . . . . . . . . Bond.. . . . . . . . . . . . . . . . . . . . . . . Printed Name: Mazk A.Mateya Commission. . . . . . . . . . . . . . . . . . Supreme Court Other ID Number: 78931 � . __��� Firm Name: Mateya Law Firm,P.C. o � Addross: SS W.Church Avenue C .a °" m A .. . . . . � � � � O . . . . . . . . Carlisle.PA 17013 r�n �° � z N� . . . . . . � n r � m m . . . . . . . . Phone: 717-241-6500 Q Z � � � � � Automation Fee. . . . . . . . . . . . . . . =-J� Fax: 717-241-3099 Z ���� JCS Fee. . . . . . . . . . . . . . . . . .. . . Email: mamQQ,matP,�.alaw rnm�� ��� � � �Tl TOTAL. . . . . . . . . . . . . . . . . . . . . $ ( p C = C� � � W � O DECREE OF THE REGISTER =' r-+ �^ Estste of Jovice Peffer File No: oZ I' 13— Q(i/O,� a/k/a: AND NOW, I�l�' c3F Jun e ,�C%�3 ,in consideratian of the foregoing Petition, satisfactory proof having been presented before me,IT IS DECREED that Letters �$,}�iYl'1P_i'i-�'C�1 V 1.1 aze hereby granted to�1 Q(1 e�L°f`Y1 Q� in We above estate and(if applicable)that the instrument(s)dated_ .�i / � described in the Petition be admitNEd to probate and filed of record as the last Will(and Codicil(s)) of Decedent. r egister of Vl�lls �,g�,� � FosmRW-02 .�.ioiivzoir age 2 of2 Addirional Real Estate of Joyce Peffer: 116 Wolf Bridge Road, Carlisle,PA 17013 216 Wolfs Bridge Road,Middlesex Twp.,Carlisle, PA 17013 106 Wolfs Bridge Road,Middlesex Twp.,Cazlisle,PA 17013 25 Acre tract off Wolfs Bridge Road,Middlesex Township,Carlisle,PA 17013 (Taac Parcel#21-07- 0467-005) 1.13 Acre tract off Wolfs Bridge Road,Middlesex Township, Cazlisle,PA 17013 (Tax parcel#21-07- 0467-004A) 1.0 Acre tract off Wolfs Bridge Road,Middlesex Twp., Cazlisle,PA (Taac Pazcel#21-07-0467-004C) 1.0 Acre tract off Wolfs Bridge Road,Middlesex Twp.,Cazlisle,PA (Ta�c Pazcel#21-07-0467-004G) 2.96 Acre tract off Airport Drive,North Middleton Twp., Carlisle(Ta�c Parcel#29-17-1587-119) , __ ___ . LAST WILL AND TESTAMENT OF JOYCE D. PEFFER I, JOYCE D. PEFFER, of the 150 Wolfs Bridge Road, Cazlisle, Cumberland County, Pennsylvania, make this my will. I revoke any other wills or codicils to wills made by me. ARTICLE I. DISTRIBUTION OF MY ESTATE A. I give my tangible personal property to my children Scott J. Peffer, Cazolyn L. Mitchell, Marjorie L. Jones, Diane M. Beeman, Rebecca S. Lichtenberger, David M. Peffer, Kristen L. Taylor and Laura R. Robinson, shaze and shaze alike. Tangible personal property includes stamp or coin collections but does not include other money or stock certificates or other evidences of intangible rights or interests. Tangible personal property does not include any business interests or property that is held primarily for investment putposes or used in connection with any business in which I may be engaged or in which I may have any interest at the tune of my death. B. I make the following specific gifts and bequests: 1) To Scott J. Peffer the following: a) the 9 mm gun and the ammunition/shells that go with it; � �,� � w � rn b) His Father's Hess Truck and the Train wall plaques; � °� c � o w -D — c) The best 9 mm gun and shells. � n ,"— � m m d) The best Camel back trunk available. z � � � o Q 2) To Cazolyn L. Mitchell the following; c> o ° 3 � � o � — c� a) Grandma Peffer's Baby picture and oval Frame. ' � `"' � ^' a �,� c" T°, b) The blue glass lamp. '—' c) The Antique Spool Bed Frame and Dresser with teaz-drop pulls. 3) To Marjorie L. Jones the following: a) The hazd wood Wash stand. b) The silver Oil lamp with Glass shade. c) The red metal porch or lawn chair of unusual design. Page 1 of 7 � J.D.P. 4) To Diane M. Beeman the following: a) Indian rug or throw from Rakesrtaw—presently in the pink silk bag. b) The cane rocker presently on the sunporch. c) The green utility cupboazd presently on the sunporch. d) The glider rocker. 5) To Rebecca S. Lichtenberger the following: a) Mazble top oval stand which needs repair. b) The pine blanket chest. c) Any of my dolls that she desires to have. 6) To David M. Peffer the following: a) The two twenty-two guns b) The cherry wood buffet and matching china cupboazd to match. c) The rectangle mirror. d) The tonto doll with gun on belt. 7) To Kristen L. Taylor the following: a) The round oak table. b) The table with glass topper. c) The retum of Kristin's own round mirrors d) The two odd kitchen chairs with soft seats. e) The memory foam mattress bed complete. 8) To Laura R. Robinson the following: a) The Metal patio chairs. b) The "Tobe Swihart" maple chest of drawers. c) The (Maya ?) Indian wall rug by Anita Troujillo. d) The drop leaf table with'7 or more new pine extension boards. C. I give the residue of my estate to my children Scott J. Peffer, Cazolyn L. Mitchell, Marjorie L. Jones, Diane M. Beeman, Rebecca S. Lichtenberger, David M. Peffer, Kristen L. Taylor and Laura R. Robinson,per stirpes, at the absolute discretion of my executrix. D. Whenever property is to be distributed to the descendants of a person(the "ancestor"), such property shall be divided into equal shazes, one shaze for each then living Page 2 of 7 J.D.P. descendant in the first generation below the ancestor in which at least one descendant is living, and one share for each deceased descendant in such generation who has a descendant then living. Each shaze created for a living descendant shall be distributed to such descendant. Each shaze created for a deceased descendant sha11 be divided and distributed according to the d'uections in the two preceding sentences until no property remains undishibuted. E. A person who has a relationship by or through legal adoption shall take under this will as if the person had the relationship by or through birth, except that a person adopted after reaching age twenty-one and descendants of such a person sha11 not so take. F. Any beneficiary or the legal representative of any deceased beneficiary shall have the right, within the time prescribed by law, to disclaim any benefit or power under my will and the interest so disclaimed shall be distributed as if such beneficiary had predeceased me. ARTICLE II. PROVISIONS FOR INTERESTS VESTING IN BENEFICIARIES UNDER AGE TWENTY-FIVE Notwithstanding the foregoing provisions, whenever any interest in my estate vests absolutely in a beneficiary under age twenty-five, my Trustee shall retain the interest upon a sepazate trust or together in one hvst with other beneficiaries, as my Trustee decides at his or her discretion, and pay to each beneficiary as much of the net income or principal according to the following: A. My trustee may distribute to and among my issue, or any of them from time to time, all or any portion of the net income and such portions of the principal as my Trustee, in his absolute discretion,may deem advisable. Such distributions of income and principal may be made in such proportions among my issue as my Trustee, in his absolute discretion, may deem advisable, without regard to equality, and the pattern of any distribution of income or principal need not be followed at the time of any other such distriburion. Any of the net income not distributed by my Trustee in accordance with the foregoing provisions in any calendar year shall be accumulated and added to the principal of this trust. B. My trustee shall distribute to each beneficiary upon his or her twenty-fifth birthday his or her shaze of the trust. C. If a beneficiary dies before reaching the age of twenty-five years, his or her interest shall constitute a part of the beneficiary's estate. Page 3 of 7 J.D.P. D. This trust shall terminate upon the eazlier to occur of the following events: (1) At such time as all of my living beneficiaries sha11 have attained the age of twenty-five yeazs; or (2) At such time as there is no beneficiary of mine then living. E. Upon termination of this trust in accordance with the provisions of subpazagraph D hereof, or if either of the events specified in subparagraph D has theretofore occurred, the balance of the principal then remaining shall be distributed to my issue,per stirpes. ARTICLE IIL PAYMENT OF EXPENSES AND OTHER CHARGES I desire a modest Christian funeral. I direct my Executrix to pay my funeral and burial expenses (including the cost of a monument or marker over my gave). The estate, inheritance and similaz taaces assessable on my death (including from those assets not passing under this Will) shall also be paid as a cost of administering my estate. My Executrix shall not request any beneficiary to pay any pazt of such tax. I wish to have my funeral handled by the Malpezzi Funeral Home. I desire to have my earthly remains laid to rest at the Dunkazd Brethren Cemetery neaz Mechanicsburg, Pa. ARTICLE IV. MISCELLANEOUS PROVISIONS A. Spendthrift Trust. To the extent permitted by law, neither the principal nor income of any trust shall be liable for the debts of any beneficiary or, except to the e�ctent otherwise specifically provided, to alienation or anticipation by a beneficiary. B. Matters of Interpretarion. For simplicity, I have expressed pronouns and other terms in one number and gender, but where appropriate to the context these terms shall be deemed to include the other number and genders. The bold headings aze for convenience and sha11 not affect interpretation. ARTICLE V. APPOINTMENT OF FIDi7CIARIES AND POWERS A. I name my daughter, Diane Beeman, to be my Executrix. Should she fail or cease to act, I name my daughter Laura Robinson to be my Executrix. I name my daughter Laura Robinson to be the Trustee of any Trust springing from this document. If administration of my Page 4 of 7 J.D.P. estate or trust should be necessary in any jurisdiction where my Executrix or my Trustee is unable to qualify, or if my Executrix or my Trustee deems it necessary for any other reason, I give to my Executrix and my Trustee the power to designate any individual or corporation with trust powers to serve with my Execuhix or my Trustee or in my Executrix's or my Trustee's stead. I request that no security be required of any Executrix or Trustee, including an Executrix or Trustee named pursuant to the preceding sentence. References in my will to my `Bxecutrix" and my "Trustee" aze to the one or ones acting at the time, except where otherwise specifically provided. B. Any corporate Executrix or Trustee sha11 receive for its services the compensation for which it is willing to undertake similaz services for others at the time such services aze rendered, as evidenced by its published fee schedule in effect from time to time, unless it is willing to agree upon a fee that is less than its customary fee. Any individual who serves as Executrix or Trustee sha11 be entitled to receive reasonable compensation for his or her services and, whether or not such individual receives compensation, shall be entitled to be reimbursed for expenses incurred for such services. C. I grant my Executrix and my Trustee the powers set forth in 20 Pa.C.S. §§ 3311— 3360, 20 Pa.C.S. §§ 7771-7780 and §§ 8104-8105 respectively. In addition, my Trustee may merge any trust under this will with any trust having the same trustee and substantially the same dispositive provisions. If at any time after my death the size of any tsust under this will is so sma11 that, in the opinion of my Trustee,the trust is uneconomical to administer, my Trustee may terminate the trust and distribute the assets to the person or persons authorized to receive the trust income in such shares as my Trustee may deern appropriate. No Trustee who is also an income beneficiary of the trust at issue sha11 exercise any discretion granted in the preceding sentence. My Executrix and my Trustee may distribute tangible personal property passing to a minor to any adult person with whom the minor resides, and that person's receipt sha11 be a sufficient voucher in the accounts of my Executrix and my Trustee. D. It is my desire that my Execuhix or alternate Executrix consult with Mateya Law Firm in the handling of my estate,they being familiaz with my affairs. ARTICLE VI. DEFI1vITIONS The following definitions shall be applicable to all of the provisions of my Will except where otherwise specifically stated: Page 5 of 7 J.D.P. 1. The use of the masculine shall include the feminine or neuter and the use of the singular shall include the plural, and vice versa. 2. The term"estate,"where appropriate, shall include any trust hereunder. 3. The term "minor" sha11 mean an individual who has not attained the age of twenty-one yeazs. Executed this '7�day of� , 2013. �_i�.�� �yce . Peffer Signed, sealed, published, and declazed for and as his last will and testament by the testator in our presence, we a11 being present at the same time; and we, in his presence and at his request and in the presence of each other, have subscribed our names as witnesses whereof, all on the date last above written. � � . � oF �S C� - C� �'�. C��e �A- ��_�j'�hTo.� OF -�., l�J. �t�1 �fJ���- �, G � � Page 6 of 7 J.D.P. COMMONWEALTH OF PENNSYLVANIA CUMBERLAND COiJNTY, to wit: Before me, the undersigned authority, on this date personally appeazed Joyce D. Peffer, and TARi( A. • �A7�EV!} , and�n�AJ�E ��lb'fITU(� known to me to be the testatrix and witnesses, respectively, whose names aze signed to the foregoing instrument and, all of these persons being by me first duly sworn, Joyce D. Peffer, the testatrix, declazed to me and to the witnesses in my presence that said instrument is her last will and testament and that she had willingly signed and executed it in the presence of said wimesses as her free and voluntary act for the purposes therein expressed, that said witnesses stated before me that the foregoing will was executed and acknowledged by the testator as her last will and testament in the presence of said witnesses who in her presence and at her request and in the presence of each other did subscribe their names thereto as attesting witnesses on the day of the date of said will and that the testatrix, at the time of the execution of said will, was over the age of eighteen yeazs and of sound and disposing mind and memory. Sworn and acknowledged before me by Joyce D. Peffer,the testatrix, R � Tf t , wimess, and �DO.JN 1� ��l Ll�TO�— , wimess, this .�day of � , 2013. ����'°�`-' �D. Peffer � � Witness �-nne�� .J /�i �/�� Witness �.tf/+��Q• G�u�r�X.�Prt� Notary Public co�wh9f�W3N�_,��r Sv�VaNU► �d�aapa 5@ai Franri A4ffllll@f Publlt � � South M d: r i o 1?ky3'.y��MY My wmmission expires: ����� 0� My�orr�n� �� Me�i zoia Membe�,�Ferrn3v^/�i'RE�.:.. Nq�arlK Page 7 of 7 J.D.P.