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HomeMy WebLinkAbout11-20-13 Reset PETITION FOR GRANT OF LETTERS REGISTER OF WILLS OF 8� G1, V4q`91 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 request(s)the grant of Letters in the appropriate form: Decedent's Information Name: ` ,,*h C. qtr aco-1 File No: al a. (Assigned by Register) a/k/a: a/k/a: Social Security No:- Date of Death: 12 ly 112069 Age at death: 91 Decedent was domiciled at death in cutn�yw County, (State)with his/her last principal residence at Street address,Post Office and LiptC�oode fta _ City,Township or Borough County Decedent died at__&Weri LV C�h f 7(O f d nns � u,„,t1m�R � �_1-7011 Street address,Post OM4 and 7ip Code City,Township or Borough County State Estimate of value of decedent's property at death: ( �J If domiciled in Pennsylvania..... .............. ......... All personal property $ / / �t~l . a If not domiciled in Penns ylvania. ....................... Personal property in Pennsylvania $ If not domiciled in Pe nnsylvania. ....................... Personal property in County $ Value of real estate in Pennsylvania.... ........--... ... .......... .... ...... $ TOTAL ESTIMATED VALUE. ... $ Real estate in Pennsylvania situated at: ._ (Aaach additional sheets,ifnecessary.) Street address,Post Office and Zip Code City,Township or Borough County A. Petition for Probate and Grant of Letters Testamentary �Q fi Petitioners)averts)he/she/they Wine the Executor(s)named in the last Will of the Decedent,dated 1)3 J/ =$—�and Codicil(s) thereto dated_. State relevant eircumstanees(eg.reaaaciation,death of executor,etc.) Except as follows:after the execution oftbe 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:and Decedent was neither the victim of a killing nor ever adjudicated an incapacitated person. 0 NO EXCEPTIONS 0 EXCEPTIONS ® B. Petition for Grant of Letters of Administration (If applicable) V A, c.t.a.,d.b.n.,d.b.n.c.t.a.,pendente 1RX d5ante absbmPa,dt9*�inontate If Administration,c.ta. or d.b.n.c.ta.,enter date of Will in Section A above and Bit elete lis�hr _ etm ° c '=i.i Except as follows: Decedent was not a party to a pending divorce proceeding wherein the grounds foTrv3RC lad beets stab , gs defined in 2[3 Pa.C.S.§3323(g)and was neither the victim of a killing nor ever adjudicated an incapacitated pe0onz � C:) X r� XO EXCEPTIONS 0 EXCEPTIONS_ � � ;K -p . CD Petitioner(s),after a proper search has/have ascertained that Decedent left no Will and was survived by theg4§ainy9pouS23�any)rXndRiri(attach additional sheets,if necessary): �7 Gp t= M . rtI Name Relationship -Address �-a "R t` lark `.�et'riarc� �rurr,�scln J�tTc1 .Veer Si- a7r�Ilr 1711! ;:Y6lhvy I�er(tarf� �jfatd�M !s at 'bC it �ti r7/©y L,o-,trort SerrxcLrd guar !S Mp^MJdn bf ri`iil4t PlT (�l7 Form RW'-P2 rev.10/1I/MlI Page I of 2 Oath of Personal Representative official Use any T COMM ONWEALTH OF PENNSYLVANIA } } SS: COUNTY OF Petitioner(s)Printed Name Petitioner(s)Printed Address Clark Bernard 3022 Derr Sf czrrt t7111 The Petitionw(s)above-named swear(s)or affirms)the statements in the foregoing Petition are true and correetto the bestof the knowledge and belief of Petitioner(s)and that,as Personal Representative(s)of the Dacedei cut) tct .,wiH w 1 and truly administer the estate according to law. i Sworn t l ffirm d Subscr' ed It r, Date 1l o 0!3 e th d y o Date Date a the e i er Date BOND Required: O YES Or'NO To the Register of Wills: FEES: Please enter my appearance by my signature below: Letters. . . . . . . . . . . . . . . . . . . . . . S Attorney Signature: ( I )Short Certifroate(s)---- ( p9 )Renuneiation(s).. . .. . . . . J ( )Codicil(s). . , . . . . . . . . ( )Affidavit(s).._ ,. .... . .. Bond.. . . . . . . . . . . . . . . . . . . . . . . Printed Name: Commissio�n,. . Supreme Court Other--1A .Y to Number: . . . . . , . Firm Name: � ...... .. Address: Phone: Automation Fee. . . . . . . . . . . .. . . Fax: JCS Fee. . . .. .. .. . .. . a Email: TOTAL. . . . . . . . . . . . . . . . . (�G0 C3 is m n m a c-> -+ m msr rr, ,v mo z� o ;V C) r M r-' o Cn o � 1—x Fern,RW-02 rev.10/111_011 Page 2 of 2 Oath of Personal Representative Official Use Only COMMONWEALTH OF PENNSYLVANIA } } SS: COUNTY OF } Petitioner(s)Printed Name Petitioner(s)Printed Addr s Tile Petitioner(s)above-named swear(s)or affirm(s)the statements in the foregoing Pe' ton are true and correct to the best of the knowledge and belief of Petitioner(s)and that,as Personal Representative(s)of the Decedent,the Petitiot (s)will well and truly administer the estate according to law. Sworn to or affirmed and subscribed before Date the this day of Date By: Date For the Register Date BOND Required:Q YES �NO To the Register of Wills: FEES: Please enter my appearance by my signature below: r.: Letters . . . . . . . . . . . . . . . .. . . . . . $ Attorney Signature: n ( )Short Certificate(s). . . . . . C M CC"5 ( ) Renunciation(s).. . . . . . . . o n C> ( ) Codicil(s). . . . . . . . . . . . frI G74 ( )Affidavit(s).. . . . . . . . . . D !v M M Bond.. . . . . . . . . . . . . . . . . . . . . . . Printed Name: 2�a � C7� Commission. . . . . . . . . . . . . . . . . Supreme Court e, Other . . . . . . . . ID Number: ..y r— m Firm Name: � tr E — .. . . . . . Address: cn -n_ Phone: tomation Fee. . . . . . . . . . . . . . . Fax: CS Fee. . . . . . . . . . . . . . . . . . . . . Email: TOTAL. . . . . . . . . . . . . . . . . . . . . $ DECREE OF THE REGISTER Estate of ► 1 �• �1 it — (/ a/lc/a: AND NOW, ��1�Q i'� a�i3 in consi�dera,t�j'ofn of the f regging Petition, satisfactory proof having been presented before me,IT I CR(E`EnD at LettersnSi2�'t. C'T/�- are hereby granted to� Clt"I�—t�xn� UU in the above estate and(if applicable)that the instrument(s) dated described in the Petition be admitted to probate and filed ofrecord as th last Will Codicil(s))of cedent. L�L Register of Wills Form RW-o2 rev. 10/11/2011 Page 2 of 2 /3 East Will anA T.es.tum-ent OF n G RUTH C. BERNARD r c� c BE IT REMEMBERED, that I, RUTH C. HERNARI , 2i2825 + o zt Rumson Road, Harrisburg, Dauphin County, Penfil;y-ly_�tni*, c� cp, being of sound mind, memory and understanding, do mats, r m publish and declare this as and for my Last Will r nd V' ° Testament, hereby revoking and making null and void any , •i and all Wills and Testaments and writings in the nature thereof by me at any time heretofore made. ITEM 1: I direct that all my just debts and funeral expenses be paid as soon after my demise as may be convenient. ITEM 2 : I direct the following specific bequests and devises to be made before distribution of my residual estate: 1. I bequeath $30, 000. 00 to my grandchildren to be equally divided by and among those grandchildren living at the time of my demise. 2 . I devise my residence at 2815 Rumson Drive, Harrisburg, Pennsylvania, to my son, LEE T. BERNARD, II, if I am still the owner of the same at the time of my demise. If I am the owner of a different residence at the time of my demise then that residence shall be substituted for the Rumson Drive property for purposes of the herein devise. If I do not own a residence at the time of my demise, then an amount equal to the sales proceeds of my last residence shall be given as a specific bequest to my son, LEE T. BERNARD, II, in fulfillment of my desire to make a specific devise or bequest to LEE in approximate value to the life-time gift of real property made to LEE'S brother, LYNN R. BERNARD. Any such devise or bequest is to be made before any other specific bequest and before the residual bequest directed to be made below. WITNESS: ( SEAL ) -RUTH BERNARD -1- ITEM 3: All the rest, residue and remainder of my estate, of whatsoever nature and wheresoever situate, whether it be real, personal or mixed, including property over which I have a power of appointment, I give, devise and bequeath in equal shares unto my sons, LEE T. BERNARD, II, and LYNN R. BERNARD, per stirpes. Any beneficiary age twenty-five (25) or older shall receive distribution outright. In the event any beneficiary has not then reached age twenty-five (25) his or her share shall be held by my Trustee, hereinafter named, IN TRUST, for the following uses and purposes: 1. Trustee may accumulate the income from that share or so much thereof from time to time as it considers advisable; and trustee may expend and apply so much of net income including accumulated income and so much of the principal of that share as trustee may consider necessary for the support, maintenance, welfare and education of such beneficiary, including college education, both graduate and undergraduate. 2 . When such beneficiary reaches age twenty-five (25) , the then remaining principal and any accumulated or undistributed income of his or her share shall be distributed to such beneficiary, absolutely. 3 . In the event such beneficiary dies before reaching age twenty-five (25) , the then remaining principal and any accumulated income of his or her share shall be distributed at his or her death to such of his or her spouse, his or her issue, or my issue, as he or she shall appoint by specific reference, and in such proportions and upon such terms as to trusts or outright gifts as he or she deems advisable, in his or her will, and in default of effective appointment 'the remaining principal and any accumulated income of his or her share shall be distributed to his or her intestate heirs. WITNESS: SEAL) ROTH C. BERNARD -2- 4. Should the principal of any trust herein provided for be or become too small in trustee's discretion so as to make establishment or continuance of the trust inadvisable, my trustee may make immediate distribution of the then remaining principal and any accumulated or undistributed income outright to the person or persons and in the proportions they are then entitled. If any person is then a minor, distribution may be made to their guardian. Upon such termination, the rights of all persons who might otherwise have an interest as succeeding life tenant or in remainder shall cease. ITEM 4: I appoint LEE T. BERNARD, II, of Carlisle, Pennsylvania, Trustee of any trusts created by this my Last Will and Testament. ITEM 5: I direct my hereinafter named Personal Representative to pay all inheritance, estate, succession and legacy taxes of whatsoever nature and kind, to which my estate or the transfer of any property passing hereunder or otherwise passing by reason of my demise, may be subject and to charge such taxes against my residuary estate, it being my intention that none of the aforesaid taxes, either federal or state, on any property required to be included in my gross estate, under the provisions of any state or federal law now in force or hereafter enacted, shall be prorated among the persons interested in my estate to whom such property is or may be transferred or to whom any benefit accrues. ITEM 6: I appoint my son, LEE T. BERNARD, II, as Executor of this my Last Will and Testament. Should my son, LEE T. BERNARD, II, predecease me, fail to qualify, cease to act or renounce probate, I then appoint my son, WITNESS: -<— � � SEAL ) / RbTH C. BERNARD -3- LYNN R. BERNARD, as alternate, Executor of this my Last Will and Testament. ITEM 7: I direct that my Personal Representative, Trustee, or his successor shall not be required to give bond for the faithful performance of their duties in any jurisdiction. ITEM 8: My Personal Representative and Trustees shall have the following powers in addition to those vested in them by Law and by other provisions of this, my Last Will and Testament, exercisable without court approval, and effective until distribution of all property: 1. To retain any or all of the assets of my estate, real or personal, without restriction to investments authorized for Pennsylvania fiduciaries, as they from time to time may deem proper, without regard to any principle of diversification or risk. 2 . To invest in all forms of property without restriction to investments authorized for Pennsylvania fiduciaries, as they from time to time may deem proper, without regard to any principal of diversification or risk. 3 . To sell at public or private sale, to exchange, or to lease for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms or conditions as they from time to time may deem proper. 4 . To allocate receipts and expenses to principal or income or partly to each as they from time to time may deem proper. 5 . To borrow money from persons or institutions, themselves included, and to mortgage or pledge any or all real or personal property as they in their sole discretion shall choose, without regard to the dispositive provisions of this instrument. WITNESS: SEAL ) / R TH C. BERNARD � 0 -4- 6. To compromise any claim or controversy asserted by or against my estate or trust estate. 7 . To make distribution in cash or in kind or partly in cash and partly in kind, and in such manner as they may determine, and at valuations finally to be fixed by them. IN WITNESS WHEREOF, I have hereunto set my hand and // .- seal this !� day of �h}-/ ((�g^j� , 1998. WIT 88: / RUTH �BERNARD (SEAL) ( t -5- COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF YORK We, RUTH C. BERNARD, DAVID J. LENOX, ESQUIRE, and JANICE E. YOCUM, the Testatrix and the witnesses respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and Testament 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 Testatrix, signed this Last Will and Testament as witness and that to the best of their knowledge the Testatrix was at the time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. RUTH BERN D 77 WITNESS WITNESS Sworn to and subscribed before me this 'b Lis I3 day of ��Ur It 1998. NOTAP,Y PUBLI MY COMMISSION EXPIRES: NotarAssuclaflOnO S.Dawn GladfeDillsburg BorMy Commission E1 ember, ennsylvani o arias .. . l3 -1�y3 RECORDED OFFICE OF REGISTER OF WILLS RENUNCIATION R13 NOV 20 Fn 3 52 G{u h n REGISTER OF WILLS CLERK OF COUNTY, PEl%�k)4$NM U RT CUMBERLAND CO., PA Estate of ^+� J Cr h a r Deceased I, l.q to r e.v-, "31Q C r Q rd in my capacity/relationship as (Print Name) (A(6(/J(n tt4('4`r of the above Decedent,hereby renounce the right to administer the Estate of the Decedent and respectfully request that Letters be issued to rlarf( JnjernArd 11113 (Dare) C7( (Street Address) {�arri��tr5 ?A ("' 110� (City,stare,Zip) Executed in Register's Office Executed out of Register's Office Sworn to or affirmed and subscribed Before the undersigned personally appeared the before me this day party executing this renunciation and certified of that he or she executed the renimcf ton for the purposes stated within on this 13 day of iAQN C71 Deputy for Register of Wills o Public My Commission Expires: (Signature and Seal of Notary or other official qualified to administer oaths. Slow date of expiration of Notary's Commission.) COMMONWEALTH of PEPiidSyi xiamA NOTARIAL SEAL AUCIA S.DAMES,Notary Pubfic Form RLP-06 rev.10.13.06 RW-06 west Hanover rv,•p.,Dauphin County My Commissicn Expires September 04,2015 RECORDED OFFICE OF REGISTER OF 11LLS RENUNCIAI.'I�QN 20 Fn 2 1- CLERK OF 1 REGISTER OF WILLS NS, CO UGt�9�1iV1 COUNTCfI�p�MA Ph Estate of f� h ���r� Deceased in my capacity/relationship as (Print Name) rs(an j 0✓1 of the above Decedent,hereby renounce the right to administer the Estate of the Decedent and respectfully request that Letters be issued to C (arl� �ernar� ►aII3.�aa13 (Date) (ngnamw v . ,9P5 (Street Address) Haffij,�4.� CIA (City,State,Zip) Executed in Register's Office Executed out of Register's Office Sworn to or affirmed and subscribed Before the undersigned personally appeared the before me this day party executing this renunciation and certified of that he or she executed the renunci tion for the purposes S d within on this ; day of r4 04f, Deputy for Register of Wills Pu My Commission Expires: (Signature and Seal of Notary or other official qualified to administer oaths. Show date of expiration of Notary's Commission.) COMMONWEAL1H OF PENNSYLVANIA NOTARIAL SEAL ALICIA S.DAViES,Notary Public Form RW-06 rev.10.13.06 RW-08 West HanoverlN'p.,Dauphin County My Commission Expires September 04,2015 k