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Home My WebLink About11-22-13 Reset 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 request(s)the grant of Letters in the appropriate form: Decedent's Information Z-� - 13 ► aSo Name: Jeannette A.Holtzman File No: a/k/a: (Assigned by Register) a/k/a: a/k/a: Social Security No: Date of Death: September 29,2013 Age at death: 94 Decedent was domiciled at death in Cumberland County, Pennsylvania (State)with his/her last principal residence at 100 Mt.Allen Drive,Mechanicsburg,PA 17055 Mechanicsburg Cumberland Street address,Post Office and Zip Code City,Township or Borough County Decedent died at 100 Mt.Allen Drive,Mechanicsburg,PA 17055 Mechanicsburg Cumberland PA Street address,Post Office and Zip Code City,Township or Borough County State Estimate of value of decedent's property at death: If domiciled in Pennsyl vania............................ All personal property $ 15,000.00 If not domiciled in Pennsy lvania. ....................... Personal property in Pennsylvania $ If not domiciled in Pennsy lvania. ....................... Personal property in County $ Value of real estate in Pennsyl vania......................................................... $ TOTAL ESTIMATED VALUE. ... $ 15,000.00 Real estate in Pennsylvania situated at: None (Attach additional sheets,if necessary.) Street address,Post Office and Zip Code City,Township or Borough County Vi A. Petition for Probate and Grant of Letters Testamentary Petitioner(s)aver(s)he/she/they is/are the Executor(s)named in the last Will of the Decedent,dated November 10, 199 �lyddicil(s) thereto dated None C) 1_-"° 1"11 C-> CJ 6D C5 State relevant circumstances(e.g.renunciation,death of executor,etc.) a --a C CJY Except as follows: after the execution of the instrument(s)offered for probate Decedent did not marry,was n Div`-&ceA�vas t W parWotgending divorce proceeding wherein the grounds for divorce had been established as defined in 23 Pa.C.S. §332 g)�P(MId not have a6ilti--born or adopted;and Decedent was neither the victim of a killing nor ever adjudicated an incapacitated person. .Z-- " 7� __J -n -n C, C7 C, 73 _ E)NO EXCEPTIONS 0 EXCEPTIONS - C) '-r, B. Petition for Grant of Letters of Administration (If applicable) c.t.a.,d.b.n.,d.b.n.c.t.a.,pendente lite, 69ante absentigr-durante minoritate 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 proceeding wherein the grounds for divorce had been established as defined in 23 Pa.C.S.§3323(g)and was neither the victim of a killing nor ever adjudicated an incapacitated person. 0 NO EXCEPTIONS 0 EXCEPTIONS Petitioner(s),after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse(if any)and heirs(attach additional sheets,if necessary): Name Relationship Address Form RW-02 rev.10111/2011 Page 1 of 2 Oath of Personal Representative Official Use Only COMMONWEALTH OF PENNSYLVANIA } } SS: COUNTY OF CUMBERLAND } Petitioner(s)Printed Name Petitioner(s)Printed Address James A.Holtzman 219 North Paxtang Avenue Harrisburg,PA 17111 The Petitioner(s)above-named swear(s)or affirm(s)the statements in the foregoing Petition are a and orrect to the best of the knowledge and belief of Petitioner(s)and that,as Personal Representative(s)of the Decedent he Petitioner )will I n ruly administer the estate according to law. Sworn t o affirmed and subscribed before .� Date //I22113 me this ' day of X Date By: Date For the Register Date BOND Required: 0 YES Q NO To the Register of Wills: FEES: Please enter my appearance by my signature below: Letters . . . . . . . . . . . . . . . . . . . . . . $ Attorney Signature: ( 5) Short Certificate(s). . . . . . ( )Renunciation(s).. . . . . . . ( )Codicil(s). . . . . . . . . . .. . ( )Affidavit(s).. . . . . . . . . . . n w C11 Bond.. . . . . . . . . . . . . . . . . . . . . . . Printed Name: Vicky Ann Trir=gx-, y �; Commission. . . . . . . . . . . . . . . . . . Supreme Court __� ro Otheru . . . . . . . . 5 ID Number: 49679 rn 15 �� Firm Name: Persun&Heim, . . . . . . Address: PO Box 659 . . . . . . . . 1700 Bent Creekayd)3uite 161f' -5 . . . . . . . . Mechanicsburg,Pa 1y1055-065 f7 t . . . . . . . . Phone: 717-620-2440 —rt Automation Fee. . . . . . . . . . . . . . . rJ. Fax: 717-620-2442 JCS Fee. . . . . . . . . . . . . . . . . . . . . 23 Email: vatrimmer0persunheim.rnm TOTAL. . . .. . . . . . . . . . . . . . . . . $ 159W 1 DECREE OF THE REGISTER Estate of Jeannette A.Holtzman File No: 3- I� a/k/a: AND NOW, t V V ern►CJU C�`� C/v ,in consideration of the foregoing Petition, satisfactory proof having been presented before me,IT IS DECREED that Letters Testamentary are hereby granted to James A.Holtzman in the above estate and(if applicable)that the instrument(s)dated November 10 1995 described in the Petition be admitted to probate and filed of record as the last Will (and dicil(s))of Decedent. Register of Wills /h , Form RW-02 rev.10/11/2011 (J(/�(, Page 2 of 2 RECORDER OFFICE OF Last Will REGISTER OF WILLS of LO i3 N 0 U 2 2 PFD TTE A.HOLTZMAN CLERK OF ORPHANS' COURT CUMBERLAND CO., PA I, JEANNETTE A. HOLTZMAN, of Paxtang, Dauphin County, Pennsylvania, make this Will and revoke all of my prior wills and codicils. Article One My Family I am married and my spouse's name is THOMAS W. HOLTZMAN. All references to "my spouse" in my Will are to him. The names and birth dates of my children are: THOMAS W. HOLTZMAN, JR., born February 7, 1945 EMILY J. RUCKLE, born August 27, 1948 JAMES A. HOLTZMAN, born April 17, 1954 All references to my children in my will are to these children, as well as any children subsequently born to me, or legally adopted by me. Page 1 Article Four Payment of Expenses and Taxes and Tax Elections Section 1. Cooperating with the Trustee of My Living Trust I direct my personal representative to consult with the Trustee of my revocable living trust to determine whether any expense or tax shall be paid from my trust or from my probate estate. Section 2. Tax Elections My personal representative,in its sole and absolute discretion,may exercise any available elections with regard to any state or federal tax laws. My personal representative,in its sole and absolute discretion,may elect to have all,none, or part of the property comprising my estate for federal estate tax purposes qualify for the federal estate tax marital deduction as qualified terminable interest property under Section 2056(B)(7) of the Internal Revenue Code. My personal representative shall not be liable to any person for decisions made in good faith under this Section. Section 3. Apportionment All expenses and claims and all estate, inheritance, and death taxes, excluding any generation-skipping transfer tax, resulting from my death and which are incurred as a result of property passing under the terms of my revocable living trust or through my probate estate shall be paid without apportionment and without reimbursement from any person. However, expenses and claims, and all estate, inheritance, and death taxes assessed with regard to property passing outside of my revocable living trust or outside of my probate estate,but included in my gross estate for federal estate tax purposes,shall be chargeable against the persons receiving such property. �-1 KUY Page 3 Article Five Appointment of My Personal Representative I appoint THOMAS W. HOLTZMAN to be my personal representative. If THOMAS W. HOLTZMAN cannot act, or is unwilling to act, I appoint, in the order named, the following successor personal representatives: First, THOMAS W. HOLTZMAN, JR. and JAMES A. HOLTZMAN, or the survivor of them; then Second, EMILY J. RUCKLE; then Third, MERRILL LYNCH TRUST CO. OF AMERICA I direct that my personal representatives not be required to furnish bond,surety,or other security. I have initialed all of the pages of this Will, and have signed it on November 10, 1995. le ,,'v,z I A4a'-'r�- ANNETTE A. HOLTZMAN The foregoing Will was, on the day and year written above, published and declared by JEANNETTE A. HOLTZMAN in our presence to be her Will. We, in her presence and at her request,and in the presence of each other,have attested the same and have signed our names as attesting witnesses and have initialed each page. We declare that at the time of our attestation of this Will,JEANNETTE A.HOLTZMAN was, according to our best knowledge and belief, of sound mind and memory and under no undue duress or constraint. ��GL lec l QI• WITNESS WIT S J/9 K04 Page 4 COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF CUMBERLAND I,JEANNETTE A.HOLTZMAN,Testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified 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. 64iANkETTE A. HOLTZ Sworn and subscribed to before me by JEANNETTE A.HOLTZMAN, Testatrix, this 10th day of November, 1995. (SEAL) W. Notary Public My Commission Expires: Notarial Seal COMMONWEALTH OF PENNSYLVANIA Roberta L.Raddiff,Notary Public Susquehanna Twp.,Dauphin County SS My Commission Expires Jan.20,1997 COUNTY OF CUMBERLAND Member,Pennsyivani&w—ociation of Notaries We, David H. Radcliff and Kelly J.Hargis,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 JEANNETTE A. HOLTZMAN, Testatrix sign and execute the instrument as her Last Will and Testament; that JEANNETTE A. HOLTZMAN, signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed;that 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 the time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn to and subscribed before me this 10th day of November, 1995. .&L-Ll y Notary Public My Commission Expires: (SEAL) Notarial Seal Roberta L.Raddiff,Notary Public $ta.quehanna Twp.,Dauphin County My 06mmission gxores Jan:20;1 9$7 IElffl P, 9flYl�yVt9Flli� ®nf� �� (��