HomeMy WebLinkAbout06-06-13 �I
PETTTION FOR GRANT OF LETTERS
REGISTER OF WILLS OF ��t.�.�.,L�.QC"�Q.�t� 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 Ihereof aver(s)the following and respectfully request(s) the gran[of Letters in the appropriate form:
Decedent's Infarm�tion � ` / 2 �
Name: �'�.,,v.�. U 4 U �V��S ��i Fi►eNo: �I ��t� � �
a/k/a: (Assigned by Register)
a!k/a:
a/k/a: Social Security No: � " �"� �
Date of Death: ��U`G� 6 d �O�� A e at death:
Decedent was domiciled at death in �� ��� County, ��U�5���UGc�tca �Smte with his/her last
principalresidenceat L1 ���.lg'r. c 'V��w�-� � (�cladcu�ts�uc., j�{� 17o�U G.c.�.u�j'
� ` Street address,Post Of&e and Zip Code Cily,Township or Borough � ±�Counry
Decedentdiedat �-10�� S`�l�'�� �aSpt�`� ���+n�S) K11� �+^"^�,CU�� �"�
Street address,Post Office and Zip ode Ciry, ownship or Borough Caunty S[ate
Estimare of vaWe of deccdenPs property at death:
IJdomiciled in Pennsy[vania............................ All personal property $ ��F D('}�.D �
lJnot domlciledin Pennsy/vunio. ....................... Personal property in Pennsylvania $
ljirot domici[ed in Pennsylvania. ....................... Personal properry in County $
Vrt(ue ojreal estate in Pennsylvania...................................... ................... S
TOTAL ESTIMATED VALUE. ... $ " 0�D -(7C.7
Real estate in Pe�msylvania situated at N p��E� �
(Almch addieionnf sfieets,if necessoty.f Street addfess,Pos[Otfice and Zip Code City,Township or Borough Coun�y -
�A. Petition for Probate and Grant of Letters Testamentarv y� L "ry�
Petitioner(s)aver(s)he/she/they is/are the Exewtor(s)named in the last Will of t6e Decedent,dated 1`�q 4S% �7,_ zV-�-�nd Codicil(s)
diereto dated �
Stale relevanl circmns�ances(e.g.renuncia(ion,Aca(h ojeceueor,e(cJ
ExceptasfoVlows: aftertheexecutionoftheinstmment(s)otferedForprobateDecedentdidnotmarry,wasmtdivorced,wasnotapartytoapending
divorce proceeding wherein the grounds for diwrce had been established as defined in 23 Pa,C.S. §3323(g),and did not have a child born or
adopted;and Decedent was neitper the victim of a killing nor ever adjudicated an incapacitated person. �
�NOEXCEPTIONS ❑EXCEPTIONS -
❑ B. Petition for Grant of Letters of Administration pfapplicable)
c.t.u.,d.b.n.,d.b.n.c.t.¢.,pendente lite,durante u6sentia,durnnte minoritute
If Administration,c.t.a. or d.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 a pending divorce p[oceeding wherein Ihe grounds for diverce had been esbblished�smfined
in 23 Pa.C.S.§3323(g)and was neither the victim of a killing nor ever adjudicated an incapacitated perso� c'"�.� '"
rn �
�NO EXCEPTIONS �EXCEPTIONS � � � � �
a� -v 2 r
Petitioner(s),after a proper search has/have ascertained that Decedent left no W ill and was survived by the foll�oingffpoG's�(if any)and ha4s�ieuch
�dditionuladreeh�,ifnecea�saryJ: - � z m p�y � � .
Name Rela[ionshi - � Ad s � x 'Z' T �
C'� p "n � �
o � r' r= m
'� "� S CP T
F�.m 2w-nz ���.tv�inn�i � Page 1 of 2
� _
Oath of Personal Representative Official Use Only
COMMONWEALTH OF PENNSYLVANIA �
} SS:
COUNTY OF }
Petitioner(s)Printed Name Petitioner(s)Prin[ed Address
-1 l�avuw� � vc� �t � `�U�'fw�t c��oo�d- ,... i{��( �l�} J7ol(
The Petitioner(s)above-named swear(s)or affirm(s)the statements i he foregoing Petition are we and orrect ro the best of the knowledge and belief
of Petitioner(s)and that,as Personal Representative(s)of the De e t,the Petitio� wi ell and t I administer the estate according ro law.
Sworn t o �rmed n subscribed�b,'��� Dace_��3
me this d f c Date
BY' Da[e
r e
Date
BOND Required:Q YES NO - To tRe Register ojWille: -
FEES: � Please enter my appearance by my signature below:
Le[[ rs .. . . . . . . . .. . . .. . . . ... . $ ��� A[[orney Signature:
( � )Short Certi£icate(s)... .. .
( )Renunciation(s)... . .. .. . .�.;
( )Codicil(s). . . . . . . . ..... p � �7 m
( )Affidavit(s)... .. . . .. ... � :p � � p
Bond.. . . . . . . . . . . . . . . . . . . .. .. Printed Name: pp � n �
Commission.n� . . . . . . . . Supreme Court � _ � � ;-i rn
Otlier V1 . . . .... . � ID Number. t— � rn m� � �
. . ... ...
� � b
. .-. .. . .. Firm Name: p ' � Z' O �
. . . .. .. . Address: �j O �� .,�'".,�,�, —
. .. .. .. . Q rj i" Yf
. .. ... A � � � O
-J
Phone:
Antoma[ion Fee. . . .. .:.. ::. .. . =f=2�� Fax:
JCS Fee. . . . . Email: �
TOTAL. . . . . . . . . . . . . . . . . ... . $�
DECREE OF THE REGISTER
Estate of_���a n 1 i y� ( l/L}n� W CX�y File No: (sl�1 — �1 � �p Y�
a/k/a: __ (
AND NOW, �� , in considerati n of the f regoing Petition,
satisfactory proof havin een presented before me,IT IS DECREED that Letter `P�'
are hereby granted to �OyY(Q,d �', �'
in the above estate and(if applicable)that
the instrument(s)dated i
described iu the Pe[ition be admitted probate and filed of record as the last ill(and Codicil(s))of Decedent.
e,������- � �
egister of Wills
�
Form RW-0? ,��v.miuiznn � Page 2 0
) 3�-��/��
LAST WILL AND TESTAMENT
OF
GWENDOLYNE. WOOD � ,�, � ; �
� � " =�'r!{ e'`�' m" . n°a
w � �— m ,ca"" ,,, �°_
n.i z' c � � :� �'�;
Introductorv Clause. I Gwendolyn E. Wood also known as Gy��.r�V � � "_
� � oo , a�re9i ni� . '��
of and domiciled in the Borough of Carlisle, County of Cumberland ar�1;�Nminofi�eal�� y� `, ""' ' """
Pennsylvania, do hereby make, publish and declare this to be my Last 4�i�l,a� Te,�tamei;fo �,'�; '
hereby revoking all Wills and Codicils at any time heretofore made by��-' '>r � „�;'��; �;
, , � �, .r,.._.t:�,.
+C]e
ARTICLE I � y s ��� � �°'" . �
-� ��-`
Direction to Pav Debts. I direct that all my legally enforcealile debts, secured and - � , , �r
unsecured, be paid as soon as practicable after my death. �
ARTICLE II
,f
Direction to Pav All Taxes from Residuarv Estate. I direct that all estate, inheritance,
succession, death.or similar taxes (except generation-skipping transfer taxes) 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 tax 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 tax purposes.
ARTICLE III
General Beauest of Personal and Household Effects With a Precatorv Memorandum. I
give and bequeath all my personal and household effects of every kind including but not limited
to furniture, appliances, furnishings,pictures, silverwaze, china, glass, books,jewelry, wearing
apparel, boats, automobiles, and other vehicles, and all policies of fire, burglary,property
damage, and other insurance on or in connection with the use of this property, to my children
surviving me in approximately equal shares; provided, however, the issue of a deceased child
surviving me shall take per stirpes the share,their parent would have taken had he or she survived
me. If my issue do not agree to the division of the property among themselves, my Persona]
Representative shall make such division among them, the decision of my Personal
Representative to be in ail respects binding upon my issue. I request that my Personal
Representative and my issue abide by any memorandum by me directing the disposition of this
property or any part thereof. This request is precatory and not mandatory. If any beneficiary
°:�x=,��/";
- 1 -
hereunder is a minor, my Personal Representative may distribute such minor's share to such
minor or for such minor's use to any person with whom such minor is residing or who has the
care or control of such minor without further responsibility and the receipt of the person to whom
it is dish-ibuted shall be a complete discharge of my Persona] Representative.
ARTICLE IV
Cash Leeacv. I give and bequeath to Elaine Murray, of Lemoyne, Pennsylvania, if she
shall survive me, the sum of Five Thousand Dollars and No Cents ($5,000.00).
ARTICLE V
Cash Le acv to Charity. I give and bequeath to the College of Wiiliam and Mary, or its
successors, the lesser of the sum of Ten Thousand Dollars and No Cents ($10,000.00) or Two
(2%)per cent of my adjusted gross estate as finally determined for federal estate tax purposes for
such uses and purposes as its governing board shall deem necessary and advisable.
ARTICLE VI
Cash Leeacy to Chari�. I give and bequeath to the Bucknell University, or its
successors, the lesser of the sum of Ten Thousand Dollazs and No Cents ($10,000.00) or Two
(2%)per cent of my adjusted gross estate as finally determined for federal estate tax purposes for
such uses and purposes as its governing boazd shall deem necessary and advisable.
ARTICLE VII
Outrieht Gift of Residuarv. 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 execution of this Will, as follows:
(1) Twenty percent (20%) to my son, Thomas E. Wood
(2) Twenty percent (20%) to my son, William H. Wood, Jr.
(3) Twenty percent (20%) to my daughter, Jennifer L. Wood
(4) Ten percent (10%) to my grandson, John Fechter
(5) Ten percent (10%) to my grandson, Brian Fechter
(6) Ten percent (10%) to my grandson, Luis Cordero
(7) Ten percent (10%) to my grandson, Ismael Corder
If any of these beneficiaries should fail to survive me, the share which they would have
been entitled shall pass to their issue,per stirpes; and if any beneficiary shall not be survived by
issue, then the share shali be distributed pro rata among those individuals named above who are
then living.
- ��`�-- �=��
- 2 -
ARTICLE VIII
Namine the Personal Representative Personal Representative Succession Personal
Renresentarive's Fees and Other Matters. The provisions for naming the Personal
Representative, Personal Representative succession, Personal Representative's fees and other
matters are set forth below:
(1) Namin¢ an Individual Personal Renresentative. I hereby nominate, constitute and
appoint as Personal Representative of this my Last Will and Testament Thomas E. Wood and
direct that he shall serve without bond.
(2) Namine Individual Successor or Substitute Personal Renresentative. If my
individual Personal Representative should fail to qualify as Personal Representative hereunder,
or for any reason should cease to act in such capacity, the successor or substitute Personal
Representative who shall also serve without bond shall be Jennifer L. Wood.
(3) Fee Schedule for Individual Personal Representative. For its services as Personal
Representative, the individual Personal Representative shall receive no compensation but shall be
entitled to reimbursement for reasonable expenses.
ARTICLE IX
Definition of Personal Representative. Whenever the word "Personal Representative" or
any modifying or substituted pronoun therefor is used in this my Will, such words and respective
pronouns shall include both the singulaz and the plural, the masculine, feminine and neuter
gender thereof, and shall apply equally to the Personal Representative named herein and to any
successor or substitute Personal Representative acting hereunder, and such successor or
substitute Personal Representative shal]possess ali the rights, powers and duties, authority and
responsibility conferred upon the Personal Representative originally named herein.
��`���Z��L��.
- 3 -
ARTICLE X
Powers for Executor. I give to any Executor named in this Will or any Codicil hereto or
to any successor or substitute Executor all of the powers enumerated in this Will and all of the
powers applicable by law to fiduciaries in the Commonwealth of Pennsylvania and in particular
through the Pennsylvania Probate, Estates and Fiduciaries Code, as effective and as in effect on
the date of my death, during the administration and until the completion of the distribution of my
estate. I direct that all such powers shall be construed in the broadest possible manner and shall
be exercisable without court authorization.
(1) Power to Acquire and Retain Assets. My Executor is authorized and empowered
to acquire and to retain, either permanently or for such period of time as my Executor may
determine, any assets, including the capital stock of any closely held corporation, whether such
assets are or are not of the character approved or authorized by law for investment by fiduciaries
and whether such assets do or do not represent an overconcentration in one investment.
(2) Power to Disclaim Interests. My Executor is authorized and empowered to dis-
claim any interest, in whole or in part, of which I, or my Executor, may be the beneficiary,
devisee, or legatee, by executing an appropriate instrument (in accordance with section 2518 of
the Internal Revenue Code of 1986, as amended, or such similar section as may then be in
effect).
(3) Power to Sell Assets and Borrow Funds. My Executor is authorized and
empowered to sell at public or private sale, or exchange, and to encwnber or lease, for any period
of time, any real or personal property and to give options to buy or lease any such property.
Additionally, my Executor is authorized and empowered to compromise claims, to borrow from
anyone (including a fiduciary hereunder) and to pledge property as securily therefor, to make
loans to and to buy property from anyone (including a fiduciary or beneficiary hereunder);
provided that any such loans shall be adequately secured and at a fair interest rate.
(4) Power to Allocate Receints. My Executor is authorized and empowered to allo-
cate property, charges on property, receipts and income among and between principal or income,
or partly to each, without regard to any law defining principal and income.
ARTICLE XI
Provision for Personal Renresentative to Act as Trustee for Beneficiary Under A�e
Twenty-One. If any share or property hereunder becomes distributable to a beneficiary who has
not attained the age of Twenty-one (21) yeazs or if any rea] property shall be devised to a person
who has not attained the age of Twenty-one (21) years at the date of my death, then such share or
property shall immediately vest in the beneficiary, but notwithstanding the provisions herein, my
Personal Representative acting as Trustee shall retain possession of the share ar property in trust
.,`���/
- 4 -
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 Personal Representative deems necessary
to provide for the medical care, education, support and maintenance in reasonable comfort of the
beneficiary, taking into consideration to the extent 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 beneficiary'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 shali 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 ont by my Personal Representative in such of the following ways as my Personal
Representative deems best: (1) directly to the beneficiary; (2) to the legally appointed guazdian
of the beneficiary, or to any guardian of the property of a minor named by me in this Will; (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,
including an account in a Qualified State Tuition Program organized under Section 529 of the
Interna] Revenue Code of 1986;as amended; or(5)to a custodian for the beneficiary under the
Uniform Gifts or Transfers to Minors Act. My Personal Representative as trustee shall have with
respect to each shaze or property so retained ali the powers and discretions conferred upon it as
Personal Representative.
ARTICLE XII
Discretion Granted to Personal Representative in Reference to Tax Matters. My Persona]
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 principal, to make adjustments in the
rights of any beneficiaries, or among the principal and income accounts to compensate for the
consequences of any tax 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 exercise 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 Personal Representative shall have discretion to
select the valuation date and to determine whether any or all of the allowable administration
expenses in my estate shall be used as state or federa] estate tax deductions or as state or federal
income tax deductions.
ARTICLE XIII
Statement bv Testator of Intent Not to Exercise Power of Appointment. I hereby refrain
from exercising any power of appointment that I may have at the'time of my death.
.�-, ,a�/" '
- 5 -
ARTICLE XIV
Simultaneous Death Provision PresuminQ Beneficiarv Predeceases Testator. If any
beneficiary and I should die under such circumstances as would make it doubtful whether the
beneficiary or l died first, then it shall-be conclusively presumed for the purposes of this Will that
the beneficiary predeceased me.
ARTICLE XV
Provision for Apnointment of a Testamentary Guazdian. I hereby nominate, constitute
and appoint Sharon Fechter, of Rockville, Maryland, as testamentary guardian of the property of
my grandsons, John Fechter and Brian Fechter, and to the extent allowed by law direct that such
guardian shall serve without bond.
Testimonium Clause. IN WITNESS WHEREOF, I have hereunto set my hand and
affixed my seal thisr;2;� day of�t� , 2002.
l-u�-��� i (SEAL)
Gwendolyn E. ood
Attestation Clause. The foregoing Will was this �-�day of , _��
2002, signed, sealed, published and declared by the Testator as and for her st Will and
Testament in our presence, and we, at her request and in her presence, and in the presence of
each other, have hereunto subscribed our names as witnesses on the above date.
�����✓1� of ��� �li.-�Q � �ft
�C�.�_a., � -��..��-U,, of �a�I.�,�� 1� ���, �
. �
of
- 6 -
PROOF OF WILL
COMMONWEALTH OF )
PENNSYLVAIVIA ) SS.
)
COUNTY OF DAUPHIN
We, GwendolynE. Wood, and /�1��1e�,ne Joh�S`�U(1 ,
�.� `I' v �t` and , the Testator and
the witnesses, respectively, w ose n es are signed to the attached or foregoing instrument,
being first duly sworn, do hereby declare to the undersigned authority that the Testator signed
and executed the instrument as her Last Will and that she had signed willingly(or willingly
directed another to sign for her), and that she executed it as her free and voluntary act for the
purposes therein expressed, and that each of the witnesses, in the presence and hearing of the
Testator, and in the presence of each other, signed the Will as wimess and to the best of our
knowledge the Testator was at that time eighteen years of age or older, of sound mind, and under
no constraint or undue influence.
�'C///' �/_ �/�/
. iL�-[�U iA/"� .-..�1 �-v��-D�J
Gwen,dolyn E. Wvood
� , � � �:,,�� � L�
Wi ness
�-�J/ `��1�'s"-^�./°�C,
W' ness
Witness
Sub�bed, sworn to, and acknowledged b�ore�e by Gwend@ yr E�Wood, the Testator and
su �crib/ed. andd swom to befp re�e by tYh-t?t��. �/� ,
'--t�-�l iM1� .��.�KPr '?J and ,
witnesses, this �o� day of �ua-� , 2002.
� �/ '� (�eal)
N6YAftlAL SJaL otary Public
Carlisw 8oro.Cu�'No ��1�y
pry Commie�m Exqree Jea 12.ZODI
- 7 -