HomeMy WebLinkAbout07-10-08 (2) _ .
Register of Wills of Cumberland County, Pennsylvania
I NVENTORY
Estate of ZELDA IONE HUGHES No 21-0 7-10 0 6
also known as Date of Death OCTOBER 9, 2 0 0 7
, Deceased Social Security No. 19 5-0 7-912 5
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all
of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsyivania of said Decedent, that
the valuation placed opposite each item of said Inventory represents its fair value as of the date of the DecedenYs death, and
that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum
at the end of this inventory. I/We verify that the statements made in this Inventory are true and correct. I/We understand that
false statements herein are made subject to the penalties of 18. Pa. C.S. Section 4904 relating to unsworn falsification to
authorities. h�'/��
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Name of KEVIN M. SCOTT, ESQUIRE P rso I Representative
Attorney:
I.D.No.: �0322
Address: P•O. BOX 1291 Dated: �Q �� � -
HARRISBURG, PA 17108-1291
Telephone: ��17) 2 5 7-7 5 51
Description Value
REAL ESTATE: �
PERSONAL ESTATE:
See Schedule "E" Attached 3 , 482 . 27
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TOTAL 3 , 482 . 27
(Attach Additional Sheets if necessary)
142581.1 6/24/OS
REV-1508 EX+(6-98)
SCHEDUL.E E
COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITSy a M�SC.
tNHERlTANCE TAX RE7URN PERSONAL PRQPERTY
RESIDENT OECEDENT
ESTATE OF FILE NUMBER
ZELDA IONE HUGHES 21—p7—I(306
Include the proceeds of litigation and the date the proceeds were received by the eskate.
A!1 g�vpeRy jointty-awmed with rigM af survivorship must be disclosed on 5chedute F.
���M VAIUE AT DATE
NUMBER DESCRIPTlON QF DEATH
1 . PRUDENTIAL FINANCIAL 2, 453 . 87
2 . PARTHEMORE FUNERAL — REFUND 146 .40
3 . EQUIFAX 382 . 00
4 . PA REVENUE — REBATE 5{�Q , p{�
TOTAI.(Also enter on line 5,Recapitulation) $ 3 ,4 8 2 . 2 7
(!f more space is needed,insert additianai sheets of ffie same si�e}
LAST WILL AND TESTAMENT
OF
ZELDA IONE HUGHES
Introductory Clause. I, Zelda Ione Hughes, a resident of and domiciled in the
Borough of Camp Hill, County of Cumberland and Commonwealth of Pennsylvania, do
hereby make,publish and declare this to be my Last Will and Testament, hereby revoking
all Wills and Codicils at any time heretofore made by me.
I have three living children: Dale W. Hughes; Kathy S. Stahl; and Timothy K.
Hughes. I have one deceased child, G. Randall Hughes, who died December 14, 1966. I
have two grandchildren from my deceased child: Sherry D. Hughes and Darryl S. Hughes.
ITEM I
Direction to Pay Debts. I direct that all my legally enforceable debts, secured and
unsecured, be paid as soon as practicable after my death.
ITEM II
Direction to Pay All Taxes from Residuary Estate. I direct that all estate,
inheritance, succession, death or similar taxes (ezcept generation-skipping transfer taaes)
assessed with respect to my estate herein disposed of,or any part thereof,or on any bequest
or devise contained in this my Last Will (which term wherever used herein shall include any
Codicil hereto),or on any insurance upon my life or on any property held jointly by me with
another or on any transfer made by me during my lifetime or on any other property or
interests in property included in my estate for such taz purposes be paid out of my residuary
estate and shall not be charged to or against any recipient,beneficiary,transferee or owner
of any such property or interests in property included in my estate for such taa purposes.
ITEM III
Outright Gift of All Propertv to Children Contingent Gift to Named Benefciarv. I give,
devise and bequeath all the rest, residue and remainder of my property of every kind and
description (including lapsed legacies and devises} wherever situate and whether acquired
before or after the ezecution of this Will, absolutely in fee simple to my surviving children
and to the widow of my deceased son, Marie J. Hughes, in equal shares, per stirpes.
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ITEM IV
Naming the Personal Representative Personal Representative Succession Persanal
Representative's Fees and Qther Matters. The provisions for naming the Personal
�tepresentative, Persanal Representative succession, PersonaI Representative's fees and
ather matters are set forth below.
{i} Namin,g an Individual Persvnal Representative. I herebynominate,cvnstituce,
and appoint as Personal Representative of this my Last Will and Testament Dale W.
Hughes and Donu L. Snyder, Esquire and direci that he shall serve wiihflui bond.
{2} Fee Schedule for Individual Personal Representative. For its services as
Personal Representative, the individual Personal Representative shall receive reasonable
com�nsation for the services rendered and reirnbursement for reasonable eapenses.
ITEM V
Definition of Personal Representative. Whenever the word'""Personal Ttepresentative"
or any modifying or substituted pronaun therefor is used in this my Will, sueh words and
respective pronauns shall include both the singular and the plural,the masculine,feminine
and neuter gender thereaf, and shall apply equally to the Persvnal Representative named
herein and to any successor or substitute Personal Representative acting hereunder, and
such successar or substitute Personal Representative shall possess all the rights,powers and
duties, authority and respansibility canfened upon the Personal Representative originally
named herein.
ITEM VI
Fawers for Personat Representative. By way af iliustration and nat vf limitation and
in addition to any inherent,implied or statutory powers granted to Personal Representatives
generally,my Personal Representative is sp�ecifically authorixed and empowered with respect
to any property, real or personal, at any tirne held under any provision of this my Will: to
allot, atlacate between principal a.nd IIICOTll�y assign, harrow, buy, care far, collect,
compromise claims,cantract with respect ta,continue any business of mine,convey,convert,
deal with,disgose of,enter iIIto,exchange,hold,improve,incorporate any business of mine,
%nvest,lease,manage,mortgage,grant and exercise options with respect to,take possession
o€,pledge,receive,release,repair,setl,sue far,tv make distributions or divisions in cash or
in kind or partly in each without regard to the income ta�c basis of such asset,aad in general,
to eaercise all the pawers in the management of my Estate which any individual could
exercise in the management of similar property owned in his or her own right, upon such
terms and conditions as to my Personal Representative may seem best, and to ezecute and
deliver any and all instruments and to da all acts which my Personal Representative may
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deem proper or necessary to carry out the'purposes of this my Will,without being limited
in any way by the specific grants of power made,and without the necessity of a court order.
ITEM VII
Provision for Personal Representative to Act as Trustee for Beneficiar�Under Age
Twentv-0ne. If any share or property hereunder becomes distributable to a beneficiary who
has not attained the age of Twenty-one (21) years or if any real property shall be devised
to a person who has not attained the age of Twenty�ne (21) years at the date of my death,
then such share or property shail immediately vest in the beneficiary, but notwithstanding
the provisions herein, my Personal Representative acting as Trustee shall retain possession
of the share or property in trust for the beneficiary until the beneficiary attains the age of
Twenty-one (21), using so much of the net income and principal of the share or property
as my Personat Representative deems necessary to provide for the medical care,education,
support and maintenance in reasonable comfort of the beneficiary,taking into consideration
to the eztent my Personal Representative deems advisable any other income or resources
of the beneficiary or his or her parents known to my Personal Representative. Any income
not so paid or applied shall be accumulated and added to principal. The beneficiar}�s share
or property shall be paid over, distributed and conveyed to the beneficiary upon attaining
age Twenty-one (21),or if he or she shall sooner die,to his or her personal representatives.
Whenever my Personal Representative determines it appropriate to pay any money for the
benefit of a beneficiary for whom a trust is created hereunder, then the amounts shall be
paid out by my Personal Representative in such of the following ways as my Persona2
Representative deems best: (1) directly to the beneficiary; (2) to the legally appointed
guardian of the beneficiary; (3) to some relative or friend for the care, support and
education of the beneficiary; (4)by my Personal Representative using such amounts directly
for the beneficiary's care, support and education. My Personal Representative as tnistee
shall have with respect to each share or property so retained all the powers and discretions
confened upon it as Personal Representative.
ITEM VIII
Di.scretion Granted to Personal Representative in Reference to Taa Matters. My
Personal Representative as the fiduciary of my estate shall have the discretion,but shall not
be required when allocating receipts of my estate between income and principat, to make
adjustments in the rights of any beneficiaries,or among the principal and income accounts
to compensate for the consequences of any taac decision or election,or of any investment or
administrative decision,that my Personal Representative believes has had the effect,directly
or indirectly, of preferring one beneficiary or group of beneficiaries over others; provided,
however, my Personal Representative shall not ezercise its discretion in a manner which
would cause the loss or reduction of the marital deduction as may be herein provided. In
determining the state or federal estate and income ta�c liabilities of my estate, my Personai
Representative shall have discretion to select the valuation date and to determine whether
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any or all of the allowable administration eapenses in my estate shall be used as state or
federal estate taa deductions or as state or federal income taz deductions.
ITEM IX
Definition of Children. For purposes of this Will,"children"means the lawful blood
descendants in the first degree of the parent designated;and "issue"and"descendants"mean
the lawful blood descendants in any degree of the ancestor designated; provided,however,
that if a person has been adopted, that person shall be considered a child of such adopting
parent and such adopted child and his or her issue shall be considered as issue of the
adopting parent or parents and of anyone who is by blood or adoption an ancestor of the
adopting parent or either of the adopting parents. The terms "child," "children," "issue;
"descendant"and"descendants"or those terms preceded by the terms"living"or"then living"
shall include the lawful blood descendant in the first degree of the parent designated even
though such descendant is bom after the death of such parent.
The term "per stirpes" as used herein has the identical meaning as the term "taking
by representation" as defined in the Pennsylvania Probate Code.
ITEM X
Statement by Testatriz of Intent Not to Exercise Power of Appointment. I hereby
refrain from ezercising any power of appointment that I may have at the time of my death.
Testimonium Clause. IN WITNESS WHEREOF,I have hereunto set my hand and
affviced my seal this ,� day of August, 1996.
,c.•� (SEAL)
Z DA IONE H HES
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Attestation Clause. The foregoing Will was this � day of August, 1996, signed, sealed,
published and declared by the Testatriz as and for her Last Will and Testament in our presence,
and we, at her request and in her presence, and in the presence of each other, have hereunto
sub 'bed our names witnesses on the above date.
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of �'�`�f',(�r�.
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CC3MMf�NVVEALTH OF PENNS'�LVANIA :
. ss:
CQUNTY OF DAUPHIN .
We, Zelda Iane Hughes, and Donn L= �nvder and Carol A. Garling &
Sybil A. �ti11�r , the Testatriz and the witnesses, respectiveIy, whose names are
signed to the attached or foregoing instrument,being�rst duly swvm,do hereby declare ta
the nndersigned authority that the Testatrix signed and ezecuted the instrument as her Last
Will$ttd ihst she had signed willingly{or willingly directed another to sign for her),and that
she ezecuted it as her free and voluntary act for the purposes therein ezpressed, and that
each of the vvitnesses,in the presence and hearing of the Testatriz,and in the presence gf
each ather, signed the WiI1 as witness and to the best of our knowledge the Testatriuc was
at that time eighteen years of age or o2der,of sound mind,and under no constraint or undue
influence.
L�:xe, ',�
Zel ne Hu e
• ��
Witil�ss, Donn L.
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Witness, Carol A. Garl` �yi��g , ybil A. Miller
Subscribed, sworn to, and acknowledged before me by Zelda Ione Hughes, the
Testatrix and subscribed �und sworn to before rne by tronn �.. Snvder �nd carol A• �arling
& s��i�t A. Mil,��r ,witnesse , 6�h day of A us 1996.
�Seal)
otary Public far Pen vania
My Commission Eagires:
NQTARIAL SERL
Marortetta F.MiNer,Notary PuWic
Har�ist�trg,PA Dae�hin Cc�tmty
My Comrnissior►Expires Jan.i 0,2C,00
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FIRST COD►ICIL TO WILL
I,ZELDA I. HUGHES, of Cumberland Caunty,Pennsylvania, declare this to be a
Codicil #o my Will dated August b, 1996.
FIRST: I hereiay revoke subpazagraph(1)of ITEM IV of my Wi11 in its
entirety and in Iieu thereof substitute the following:
"(I) Namin�an Individual Personal Representative. I hereby nominate,
constitute, ar}d appoint as Personal Representative ofthis my Last Wi11 and Testament I3ann L.
Snyder and Maronetta Miller and direct that they serve without bond."
SECOND: In all ather respects I ratify, confirrn and republish my Will dated
August b, 1996.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this � day
af ��� I � , 2007.
��,�f,�L`''�--`� -�i's��e��4_�.� (SEAL)
ZE�llA I. HUGHES
SIGNED, SEALED, PUBLISHED ANI}DECLAREI}by the above named
ZELI�.�. I.HUGHES,the testator, �S�21tI �OF 1 C{}C�2ClI t4�'2�T I15t WI�I£����C�Allg11St�}, I996, in
the presence of us who,at the testator's rec�uest, in her presence and in the presence of each other,
have hereunto subscribed our names as witnesses.
�.����. 4�a� e �-c-�ac�
w��ESS �D��ss
�,�-�.�i��c.., a�oc.�e"�,+k,� y►���s�rl�l c. ��c�
WITNESS AI?DRESS
C'��%�rn�L�.,��'k-
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COMMONWEALTH OF PENNSYLVANIA :
� � : ss
COUNTY OF C �. m I�.9.�-�u n � :
On this,the 1 y day of t�� , 2007, before me �� L. S1-K�fie
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undersigned officer,personally appeared KEVIN M. SCOTT,known to me or satisfactorily
proven to be a member of the bar of the highest court of Pennsylvania, and certified that she was
personally present when the foregoing acknowledgement and affidavit were signed by ZELDA I.
HUGHES and witnesses.
IN WITNESS WHEREOF,I hereunto set my hand and official seal.
����
Notary Public
_ Commonwealth of Pennsylvania
My Commission Expires:
.c' i�i���,0.LTF�QF P�"r�::"".��
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Not.^.:Ya1&fa!
ICathy L.Si�iE.�r.Nc�tary Pt rt�lir,
Giy QF fl�rrisb�n!R.�up�►m f:�mt y
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COMMONV�EALTH C1F PENNSYLVANIA :
: ss
COU3�TTY OF :
We, ZELDA I. HUGHES,the testatar,and �� b�`� �`1 ^- � � Z
and �...�� ►S� � � ��' t � ,the witnesses,whase names are signed to the
faregoing instrument, being first duly sworn, do hereby declare to the undersigned autharity that
the testator signed and executed the instrument as and for a Codicil to her last Will dated August
6, 1996, and that she signed willingly, and that she executed it as her free and valuntary act for
the purposes therein expressed, and that each of the witnesses, in the preserice and hearing af the
testatar, signed the Codicil as a witness and that to the best of the witnesses'knowledge the
testator was at that tirne aver eighteen yeazs of age, af sound mind and under no constraint or
undue influence.
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'` _�. �..��c.c. /ca�e.c�i�es-�''
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ZELDA�. HUGHES
�*..
Witness
�,,�LI�„�..c..., �
Witness
Subscribed,sworn to and acknc�wtedged befare me by ZELDA I. HUGHES, the
testa€ar,and subscribed and sworn to before me by ��.'...�Cj O C�-� �i � Z
and � �f E S`� i� �C '�--}-,witnesses,this��day af��C�� , 2007.
,,/�1.,+�-.� � � c�rc.+�
KEVIN M. SCOTT
Attorney I.I3.# �0322
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