HomeMy WebLinkAbout06-21-13 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 requests the grant of Letters in the appropriate form:
Tonya KaV Watts Brown
DecedenYs Information /\
Name: Elizabeth Ester Lloyd Watts File No: 21-13 — � ��v
a/k/a: Watts.Elizabeth Ester,alkla Watts.Elizabeth E. (Assigned by Register)
a/k/a:
a/k/a: Social Securiry No:
Date of Death: 06/04/2013 Age at Death: 81
Decedent was domiciled at death in Cumberland County, pq (sfafe)with his/her last
principal residence at 634 Grantham Roatl,Grantham 17027 Upper Allen Cumberland
Stree�adtlress,Post ORice and 2ip Coae Qry,Township or Bomugh Caun�y
Decedent died at Holy Spirit Hospital Camp Hill Cumberland � PA
S�reel etldress,PoslORlce and Zip Cotle City,Township or Borough County Sta�e
Estimate of value of decedenPs property at death:
If domiciled in Pennsylvania...................... All personal property $ 264 960.00
1(not domiciled in Pennsylvania................ Personal property in Pennsylvania $
If not domiciled in Pennsylvania................ Personal property in County $
Va/ue ofreal estate in Pennsylvania................................................................... $ 232,240.00
TOTAL ESTIMATED VALUE $ 497,200.00
Real es�a�e in Pennsylvania silua�etlat 834 Grantham Road,Grentham 17027 Upper Allen Township Cumberland
(Attach atlditionalsheets,i/neressary.) gp6 Grantham Road,Grantham 17027 Upper Allen Townsbip Cumbedand
SVee�atltl�ess,PoslORiw anE Zip Cotle Gily,Township o�Bomugh Gounly
❑X A. Petition for Probate and Grent of Letters Te tam ntary
Petitioner(s)aver(s)that helshe/they is/are the Executor(s)named in the Last Will of the Decedent,dated 12I20/20N and Codicil(s)
thereto dated
S�ate ralevant circums�ances(e.g.,renunciation,death o/executor,etcJ
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 born or
adopted;antl 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 pt applicable) C "' (s'1_p
c.t.a.,db.n.,d.b.n.c.t.a.,peden �e�Lrante ab �a.duraut inorifate
If Adminis[ration,c.ta or d.b.n.c.t.a.,enter date of Will in Section A above and comolete list of he�rc, R7 �� C') Z ._�.{ C7
Except as follows: Decedent was not a party to,pending divorce proceeding wherein the grounds for divorce F a�tl F�r�tabl s� d a�e ia�d
in 23 Pa.C.S. §3323(g)and was neither the victim of a killing nor ever atl�udicated an incapacitated person.n � .� '
�NO EXCEPTIONS Q EXCEPTIONS Z . 7c � O p
Petitioner(s),aker a proper search has/have ascertained that Decedent left no Will and was survived by the follOwiF�sp6USe any)a�izi�rs(attach
additional shee[s,if necessary): p � i--+ _ � ,
� o r-
^O � N �.O
Name Relationship Address
Porm RW-02 rev faf�-20if CopYrigM(c)2011(o�m soflware only Ths Leckner Gmup,Inc. Page i of 2
Oath of Personal Representative ornaa�u�eo��Y
COMMONWEALTH OF PENNSYLVANIA } �
� SS: o � �
COUNTY OF Cumberland ,� m
Petitioner(s)Printed Name Petitioner(s)Printed Address � � � O
Tonya Kay Watts Brown 109 Slover Road � � p
Mechanicsburg,PA 17U55 � y=, t— N R�t m
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The Petitioner(s)above-named swear(s)or affrm(s)the statements in the foregoing Petition are true and correct to the best of the knowledge and
belief of Petitioner(s)and ihat, as Personal Representative(s)of th Dece ent,Petitioner(s) ill well and iruly administer the estate accor ing to w.
Swom to o ed a su scribed before��,.,,,,�r �.�(. � �7r L�"'�� Da�e � � � �
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me thi y o ;SL../
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Date
BOND Required9 � YES � NO To the Registero(Wills:
FEES:
Please enter my appearance by my signature below:
Letters.......................................... $ 410.00 Attorney Signature:
( 13 )ShortCertific(te(s)......... 65.00 (��/��
( )Renunciation s .............. �
( )Codicil(s)........................ '
( )Affidavil(s)...................... Printed Name: Sean M.Shultz
Bond............................................. Supreme Court
Commission.................................. ID Number: 90946
Other Will 15.00
Inventorv 15.00 Firm Name: Saidis,Sullivan&Ropers
InheriWnce Tax Return 15.00 Address: 26 W.High Street
Carlisle,PA 17013
Phone: 717-243-6222
Automation Fee............................ 5.00
Fax: 7171243-6486
JCSFee....................................... 23.50
TOTAL......................................... $�546.50 E-mail: dhockenberry@ssr-attorneys.com .
DECREE OF THE REGISTER
Date of Death: 06I04/2013
Social Security No:
EsWte of Elizabeth Ester Llovd Watts File No: 21-73 - �90
a/k/a: Watts,Elizabeth Ester,a/k/a Watts,Elizabeth E.
AND NOW, , , in consideretion of the foregoing Petition,
satisfactory proof having been presented before me, IT IS DECREED that Letters Testamentarv
are hereby granted to Tonya Kay Watts Brown
in the above estate and(if applicable)that the instrument(s)dated 12I20I2017
described in the Petition be admitted to probate and filed of record as the ill(a Cod� il(s))of Dec t.
R gisterofWills �
Copyrigh� c)20N form sof�ware only The Lackner Group,Inc. Page 2 2
,
i� -�9
��.�� �n�� �.n�� �c����.����
OF
ELIZABETH ESTER LLOYD WATTS a/k/a ELIZABETH ESTER WATTS
I, ELIZABETH ESTER LLOYD WATTS, a/k/a ELIZABETH
``" �STER V�ATTS; of Grantham, Cumberland County, Pennsylvania, do make,
0
U ' .°-gublis�agd declare this to be my Last Will and Testament, hereby revoking
"- �11�i� �nd Codicils by me heretofore made.
�
a �c � �
p .-�
¢
`,�_", N -`�'-� a � ITEM I: Familv Information. I am married to
V �_W
o �LYD��BERT WATTS, and all references to my husband in this Will are
� :~Co him.°�ave two children: RICHARD ALLEN WATTS, and TONYA KAY
�'�VATTS BROWN. Any person born to or adopted by issue of mine is to be
included as issue of mine. Provided, however, no adopted person shall benefit
under this Will unless the order or decree of adoption is entered hefore the
adopted person attains the age of twenty-one (21) years.
ITEM II: Death Taxes. I direct that all
inheritance and estate taxes becoming due by reason of my death, whether
payable by my estate or by any recipient of any property, shall be paid by the
Executor out of the residue of mp estate, as an expense and cost of
administration of my estate, except that no taxes shall be charged against any
gift qualifying for the marital or_charitable deduction in iny estate. The '
Executor shall have no duty or obligation to obtain reimbursement for any
such tax so paid, even though on proceeds of insurance or other property not
Law Offices of � . � .
Sa.idis Passing under this W�11.
Sullivan
& Rogers ITEM III: Debts and Final Expenses. I direct the
�ss No«h�z�,s«ee� Executor to,pay the expenses of my last illness, my legally enforceable debts,
su«eaoo and m funeral ex enses from the residue of in estate as an ex ense and cost
Lemoyne,rn»043 Y P Y p �
of administration of my estate.
Page 1 �
ITEM IV: Taneible Personal Pronertv.
(a) Written List. I may leave a written list in my safe
deposit box or elsewhere disposing of certain items of my tangible
personal property. The Executor shall dispose of items of my
personal property as specified in the written list. If no written
list is found in my safe deposit box or elsewhere and properly
identified by the Executor within thirty (30) days after the
probate of my Will, it shall be presumed that there is no other
statement or list. Any subsequently discovered list shall be
ignored.
(b) If Husband Survives. If I die before my husband,
CLYDE ROBERT WATTS, I give to him all my tangible personal
property not set forth in the written list referenced in paragraph
(a), including but not limited to, all of my household furniture
and furnishings, books, pictures, jewelry, silverware,
automobiles, wearing apparel and all other articles of household
or personal use or adornment and all policiee of insurance
thereon.
(c) If Husband Predeceases. If I survive my husband, I
give any property of the type described in paragraph (b) and not
set forth in a written list to my children, to be divided between
them as they shall agree. The Executor shall represent any
minors in the division of this property. Should there be no
agreement, this property shall be divided between my children by
the Executor in as nearly equal portions as is deemed practical in
r.aw ort���es ot the discretion of the Executor, having due regard to the personal
Sa,idis preferences of the beneficiaries. If the Executor thinks any
Sullivan property to which a minor child would become entitled is
& Rogers unsuitable for the child's use; the property shall be sold and the
G35 North 12th Stree� , .
su«e aoo proceeds shall be added to the share of my residuary estate held
Lemoyne,PA 77043
for the benefit of that child. The Executor may deliver any
property to which a minor is entitled and which is not sold to the
person with whom the minor resides or who has the care or�
Page 2 '
control of him or her (without bond), and the receipt of that
person shall be a complete release of the Executor.
ITEM V: Residue. I give the residue of my
estate, not disposed of in the preceding portions of this Will, to my husband,
CLYDE ROBERT WATTS, if he survives me. If he does not survive me, I give
the residue to my children, in equal shares. If any of my children do not
survive me, the share of my deceased child shall be paid to his or her then
living issue, per stirpes.
ITEM VI: Administrative Powers. In addition to
the powers granted at law, the Executor shall possess the following powers,
each of which shall be construed broadly and may be exercised without court
approval, but in a fiduciary capacity only:
(a) Retain Investments. To retain any investments I
have at my death, including specifically those consisting of stock
of any bank even if I have named that bank as the Executor.
(b) Varv Investments. To vary investments and to
invest in bonds, stacks, notes, real estate mortgages or other
securities or in other property, real or personal, without being
restricted to so-called "legal investments," and without being
limited by any statute or rule of law regarding investments by
fiduciaries.
(c) Division of Assets. In order to divide the principal
of my estate or make distributions, the Executor is authorized to
Law ofe;�es oe distribute personal property and real property partly or wholly in
S��S kind, and to allocate specific assets among beneficiaries so long
Sullivan as the total market value of each share is not affected by the
& Rogers division, distribution or allocation in kind. The Executor is
6i5 North Ilth Street
s���e 40o authorized to make, join in and consummate partitions of lands,
Lemoyne,PA 17043 �
voluntarily or involuntarily, including giving of mutual deeds, or
other obligations, with as wide powers as an individual owner in
fee simple. /
Page 3
T,
(d) Sell Assets. To sell either at public or private sale
any or all real or personal property severally or in conjunction
with other persons, and to consummate sale(s) by deed(s) or other
instrument(s) to the purchaser(s), conveying a fee simple title.
No purchaser shall be obligated to see to the application of the
purchase money or to make inquiry into the validity of any sale.
The Executor is authorized to make, execute, acknowledge and
deliver deeds, assignments, options or other writings as
necessary or convenient to carry out the powers conferred upon
the Executor.
(e) Encumber Real Estate. To mortgage real estate,
and to make leases of real estate.
(� Borrow Monev. To borrow money from any person,
including the Executor, to pay indebtedness of mine or of my
estate, expenses of administration or inheritance, legacy, estate
and other taxes, and to assign and pledge assets of my estate.
, (g) Pav Costs. To pay all costs, taxes, expenses and
charges in connection with the administration of my estate.
(h) Distributions without Court Order. To make
distributions of income and of principal to the proper
beneficiaries, during the administration of my estate, with or
without court ord'er, in such manner and in such amounts as my
ExecuWr deems prudent and appropriate.
L�w orr'�es°f (i) Riehts as Stockholder. To exercise voting rights
Saidis with respect to securities which form a part of my estate, and to
Sullivan exercise all the powers incident to the ownership of securities.
& Rogers
635 Nonh 12�h Saeet -
s�;�e aoo (j) Reor2ani2e. To unite with other owners of property
Lemayne,PA 17043
similar to property in my estate to carry out any plans for the
reorganization of any company whose securities form a part of
my estate. �
Page 4
(k) Disclaim. To disclaim any interest in property
which would devolve to me or my estate by whatever means,
including but not limited to the following means: as beneficiary
under a will, as an appointee under the exercise of a power of
appointment, as a person entitled to take by intestacy, as a donee
of an inter vivos transfer, and as a donee under a third-party
beneficiary contract.
(1) Tax Returns. To prepare, execute and file tax
returns of any type required by applicable law, and to make all
tax elections authorized by law.
(m) Allocate Exnenses. To allocate administrative
expenses to income or to principal, as the Executor deems
appropriate. However, no allocation to income shall be made if
the effect of the allocation is to cause a reduction in the amount
of any estate tax marital deduction or estate tax charitable
deduction.
, (n) Emnloy Advisors. To employ custodians of property,
investment or business advisors, accountants and attorneys as
the Executor deems appropriate, and to compensate these
persons from assets of my estate, without affecting the
compensation to which the Executor is entitled.
(o) Basis Adjustment. To make any adjustment to
basis authorized by law, including, but not limited to increasing
the basis of any property included in my estate, whether or not
La"'off'�es°f passing under this Will, by allocating any amount by which the
Saidis bases of assets may be increased. The Executor shall be under
Sullivan no duty and shall not be required to allocate basis increase
& Rogers exclusively, primarily, or at all to assets which pass as part of my
635 North 12ch Stiret
su��eaoo probate estate as opposed to other property for which a basis
l.emoyne,PA 17043
adjustment is allowable. The Executor shall allocate basis
increase equitably among those beneficiaries receiving property
as a result of my death, but shall not be liable to any person, nor /
o➢F
Page 5 �Y�
subject to removal or surcharge, for any reasonable allocation of
basis increase.
(p) Comnromise Claims. To compromise claims.
(c� Other Acts. To do all other acts in the Executor's
judgment deemed necessary or desirable for the proper and
advantageous management, investment and distribution of the
estate.
ITEM VII: Beneficiaries Under Age 25. If a
beneficiary under the age of twenty-five (25) years is entitled to receive assets
under this Will, the person who served as Executor of my estate shall retain
those assets as Custodian for the beneficiary under the Pennsylvania Uniform
Transfers to Minors Act. The Custodian may receive and administer all
. assets authorized by law, and shall have full authority as provided in the
s' Pennsylvania Uniform Transfers to Minors Act to use assets in the manner
� the Custodian deems advisable for the best interests of the beneficiary. I also
designate the person who served as Executor of my estate as successor
.� Custodian of any property for which I am custodian under any Uniform Gifts
to Minors Act or Uniform Transfers to Minors Act.
ITEM VIII: Survival. Any person who has died
within thirty (30) days of my death, or under such circumstances that the
order of our deaths cannot be established by proof, shall be deemed to have
predeceased me.
ITEM IX: Executors. I make the following
r.aw ou,�es ot provisions with respect to Executors:
Saidis
Sullivan
(a) Primarv Executor. I appoint my husband, CLYDE
& Rogers ROBERT WATTS, to serve as Executor.
635 North 12ch Street
Suire 400
Lemoyne,PA 17043
(b) Contineent Executor. In the event that CLYDE
ROBERT WATTS is unable or refuses to serve as Executor, I
appoint my daughter, TONYA KAY WA1"fS BROWN, to serve as
Page 6 � �
Executor. In the event that TONYA KAY WATTS BROWN is
unable or refuses to serve as Executor, I appoint my son,
RICHARD ALLEN WATTS, to serve as Executor.
,
(c) Compensation.'The'Executor shall have the right
to receive reasonable compensation for services rendered and
reimburseinent for reasonable'expenses.
(d) Standard of Care. No�Executor shall be liable or
accountable for any loss that may result from the good faith
exercise of the authority granted in this Will.
(e) Securitv. The Executor is specifically relieved from
the duty of filing bond or entering security.
IN WITNESS WHEREOF, I have set my hand and seal to this,
my Last Will and Testament, consisting of this and the preceding six (6)
� pages, at the end of each page of which I have also set my initials for. greater
security and better identi£ication this a0�day of �C�m�, 2011.
, G � </ls�i�v � s'"� (SEAL)
ELI ABETH ESTER LLOYD WATTS
a/k/a ELIZABETH ESTER WATTS
Law ote«es of
Saidis
Sullivan
& Rogers
635 Narth 12th Samc .
Suire 400
Lemoyne,PA 17043 �
q
We, the undersigned, hereby certify that the foregoing Will was
signed, sealed, published and declared by the above-named Testatrix as and
for her Last Will and TestamenE, in the presence of us, who, at her request
and in her presence and in the presence of each other, have hereunto set our
hands and seals the day and year first above written, and we certify that at
the time of the execution thereof, the said Testatrix was of sound and
disposing mind and memory.
(SEAL) Residing at lvB�/7�pi�,�u�%� /�
�rr�C., /�H l7b 3�
r ID � �} � �
r"-- (SEAL) Residing at qa� � `-`"'`�`�`-
� (� Y� (�oas
Law Of£ices of � , � . .
.Sa1(113
Sullivan
& Rogers
G35 Noah 12th Street
Suire 400
Lemoyne,PA 77043
ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVAIVIA )
COUNTY OF CU h1l3-e.�)Cxn� ) SS:
)
I, ELIZABETH ESTER LLOYD WATTS, a/k/a ELIZABETH
ESTER WATTS, Testatrix, whose name is signed to the attached or foregoing
instrument, having been duly quali�ied according to law, do hereby
acknowledge that I signed and executed the instrument as my Last Will and
Testament; that I signed it willingly; and that I signed it as my free and
voluntary act for the purposes therein expressed.
� `-_� � C d�� (SEAL)
t
ELI ABETH ESTER LLOYD
' WATTS, a/k/a ELIZABETH ESTER
WATTS
Sworn to and subscribed before
me this ��day of��C2m�, 2011.
No a ublic
MY COTYlIY11SS10II EXp1P85: COMMONWEALTHOFPENNSVLVANiA .
NOTARIAL SEAI
Law Of£ices of KELLY R.HOWELL;NOtazy PubliC
(SEAL) Lemoyoe•Boro.,Cumberland Cowty
$a1(�iS M Commission Expires Se ember 2,2014
$L1111V1ri � �
& Rogers
635 North 12ch Street
Suite 400 � ' '
I.emoyne,PA 17043 ' -
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA )
COUNTYOF CUYII�L-Q-�d � SS:
)
We, ctiJ � and C�If�f'tl-F�,4 J �UL�
the Witnesses whose names are signed to the attached or foregoing
instrument, being duly qualified according to law, do depose and say that we
were present and saw Testatr'uc, ELIZABETH ESTER LLOYD WATTS, a/k/a
ELIZABETH ESTER WATTS, sign and execute the instrument as her Last
Will and Testament; that Testatrix signed willingly and that she executed
said Will as her free and voluntary act for the purposes therein expressed;
Chat each of us in the hearing and sight of the Testatrix signed the Will as
Witnesses; and that to the best of our knowledge the Testatrix was at that
time eighteen (18) or more years of age, of sound mind and under no
constraint or undue influence.
_ �� K�--�
,��J .� ,�
itn� c�ss Wi ess
Sworn to an51 subscribed before
me this p�lbt�'`day of(���.�plx�, 2011.
iaw orr�es or �
Saidis
Sullivan No ry�u lic
&. Rogeis My Gommission Expires:
G35 North 12th Strtet COMMONYVEqLTH OF pENN3YLVqNIp
Sui[e 400 �S�%�� NOTARIAL SEAI �
Lemoyne,PA�7043 KELLY R.HOWEU,Not2ry PUMiC
Lemoyne Boro.,CumbeAand County
My Commission Ex ires Se tember 2,2(Itq