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HomeMy WebLinkAbout12-03-13 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 Name: Richard D Rife File No: �� �� ����� a/k/a: (Assigned by Register) a/k/a: a/k/a: Social Security No: 179-12-3423 Date of Death: November 7,2013 Age at death: 94 Decedent was domiciled at death in Cumberland County, pennsylvania (Srare) with his/her last principal resldence at 5225 Wilson Lane-Bethanv Villaee, Mechanicsbure,PA 17055 Cumberland Street address,Post Office and Zip Code City,Township or Borough County Decedent died at 5225 Wilson Lane-Bethanv Vi11aQe, Mechanicsbure PA 17055 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 domici[ed in Pennsylvania............... . ..... ... . .. . All personal property $ 6,000,000.00 If not domiciled in Pennsy[vania. .......... . .. ... . ... ... Personal property in Pennsylvania $ If not domiciled in Pennsylvania. . . . . .. . ...... . .... ... . . Personal property in County $ Value of real estate in Pennsy[vania...... ........ .... .. ... .. .... ... .. .. ... ... . ..... . ... . ... . $ TOTAL ESTIMATED VALUE. ... $ 6.000.000.00 Real estate in Pennsylvania situated at: None (Attach additional sheets,if necessary.) Street address,Post Office and Zip Code City,Township or Borough County � 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 October 28,2008 and Codicil(s) thereto dated State relevant circumstances(e.g.renunciation,death of executor,etc.) 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;and Decedent was neither the victim of a killing nor ever adjudicated an incapacitated person. �NO EXCEPTIONS Q EXCEPTIONS Q B. Petition for Grant of Letters of Administration (If applicable) :-,., c.t.a.,d.b.n.,d.b.n.c.t.a.,pendente lit�lurante abse�ti ,dux'�te'�'Ainoritate r�7 c'� If Administration,c.t.a. or d.b.n.c.t.a.,enter date of Will in Section A above and c� �te list hei� ° Except as follows: Decedent was not a party to a pending divorce proceeding wherein the grounds for d�re�h�been establish�d�defined in 23 Pa.C.S. §3323(g)and was neither the victim of a killing nor ever adjudicated an incapacitated persoifl � r ';-'; �:�w �'' «:� � W "- . Q NO EXCEPTIONS O EXCEPTIONS >'"'°' U:� :': G:� Petitioner(s),after a proper search has/have ascertained that Decedent left no Will and was survived by the foll`nwi$gsp'o�se(i,�—any)and he�rs(auach i4� .. ,_ ,'�.J additional sheets, if necessary): ,,� . �„ „ �.,,� :.� a--< _ Name Relationshi Ad h`iess �-� � "� Form RW-02 rev. 10/11/2011 Page 1 of 2 Oath of Personal Representative ofs��a�use oniy COMMONWEALTH OF PENNSYLVANIA } } SS: COUNTY OF Cumberland } Petitioner(s)Printed Name Petitioner(s)Printed Address Elsie W. Swenson 5225 Wilson Lane A t 4136 Bethan Villa e West Mechanicsbur PA 17055 The Petitioner(s)above-named swear(s)or affirm(s)the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s)an�that,as Personal Representative(s)of the Decedent,the Petitioner will well and truly administer the estate according to law. Sworn to or affirmeci and subscribed befare _� ��,�-7-� Date�_,,.� - -�- /3 me this ,;�r� day of �Ct"' I��r' , :�'13 Date By: �' �� ' � �Lil.,:���ti� __ Date For the Registe; � Date l � BOND Required: Q YES Q NO To the Register of Wills: FEES: Please enter my appearance by my signature below: .2 � (� ,� Letters . . . . . . . . . . . . . . . . . . . . . . $ =J�l.�U .� Attorney Signature: ( 10) Short Certificate(s). . . . . . �1L'.�D ( )Renunciation(s).. . . . . . . . ( ) Codicil(s). . . . . . . . . . . . . ( )Affidavit(s).. . . . . . . . . . . Bond.. . . . . . . . . . . . . . . . . . . . . . . Printed Name: Commission. . . . . . . . . . . . . . . . . . Supreme Court Other . . . . . . . . ID Number: �ti��I . . . . . . . �� ,(_'�,� � � %� P-�l —'fY1�1 �C� �t��11 . . . . . . . . ��.��%{! Firm Name: C � � .��I�{���' (;l . . . . . . _T�l`��� Address: � �:-, _ _,.� �. . . . . . . . rn �,� � ..w.5 r�� -T;:�;_�- . . . . . . . � � rn � ;� . . . . . . . Z"� �,, -�� �y r�:> _� . . . . . . . Phone: .�._ - :�'� � �1 ..,,.d Automation Fee. . . . . . . . . . . . . . . C% �� Fax: �.., �, ; ` �.;y . - . ,- . . JCS Fee. . . . . . . . . . . . . . . . . . . . . ��SL� EmaiL• c� �_ t--� �.�� �-r� TOTAL. . . . . . . . . . . . . . . . . . . . . $ � .�`5�.'�0 " =; C.�"� ��'' i•'' CJ� DECREE OF THE REGISTER Estate of Richard D Rife File No: �� '�� - a/k/a: AND NOW,_����� ��� ��CL`'����� , -��.�,in con ideration of the foregoing Petition, satisfactory proof having been presented before me,IT IS DECREED tha�etters - are hereby granted to �S I e ; � i� � ,i`1 � in the above es±�te and�it applicable)that the instrument(s) dated � - ���j� described in the Petition be admitted to probate and filed of record as the last Will(and Codicil(s))of Decedent. „ {Rr �. L ` ' � lkl r,` 7 ��I C1. S����(, � Register of Wil s Y- � � �-���� � ���1�=���1��. � � , Form RW-02 rev. loil�izn» ; � � Page 2 of 2 H105.905 REV.(8/11) This is to certify that this is a true copy of the record which is on file in the Pennsylvania Department of Health, in accordance with the Vital Statistics Law of 1953> as amended. WARNING: It is illegal to duplicate this copy by photostat or photograph. �L C 0�21i��S ��Y fi C� �� ,,,,,,,,,, `� O'1�-e.��'W�c�a,w REGlSl=`' 0� e`�i j ,���'"���THOFp. o�n�.r.�,, v ;..�� r � �p Fy" - ,��,�`'�oy�� _ yJ'� Marina O'Reilly Matthew )�i3 �;�� 3 Cif t li U ?� -�, - y� State Registrar `c.°� � a; �;� o� �* _ G j � . JRZ - 5 . 1 rife . l October 10, 2008 � n `�=:: �s � � � � � � m � � ::�a °� 'm � c-� ..� c.� � �,,, r--- �..k,.� r,.� LAST WILL AND TESTAMENT �.�,,. � -� � � �' � c'' � c� M�.� ca �-;, �..�, �-n -+� -�+ _,_ -��r « c::� - „ --� �: _ <a c�: h_._, ._.•: �;� I, Richard D. Rife, of Mechanicsburg, Penns�r�.�'ania;-�eII:-n� of c--� tr� � '`� -.7 sound and disposing mind, memory and understanding, do hereby declare this to be my will, hereby revoking any and all former wills and codicils thereto by me heretofore made. I . \ , �,"�'. I direct that all my just debts and funeral expenses, �� including all expenses of my last illness, shall be paid from my �r_ estate as soon as practicable after my decease as a part of the �' expense of the administration of my estate . � � ,�, -=- � � II . For purposes of information, I have directed the trustee of my individual retirement accounts (hereinafter called "IRAs" ) to pay upon my death, any balance in said IRAs to the Shippensburg University Foundation, Inc . , to be used as follows : A. That portion necessar_y to complete funding for the Richard D. Rife Endowed Chair in the College of Education and Human Services which I began funding during my lifetime; B. The sum of $100, 000 . 00 to be added to the Shippensburg Y � . . University Foundation Enhancement Fund established to support foundation operations; C. The balance of said IRAs to be unrestricted with the Foundation designating how it is to be used. III. I give, devise and bequeath the residue of my estate of every nature and wherever situate as follows : A. Those funds, if any, necessary to complete funding of subparagraph A and B of paragraph II herein, should my IRA be insufficient to fund the same . B. The balance of the residue of my estate to be distributed ;_�� as follows : �;; 1 . Eight percent thereof, or the sum of $100, 000 . 00, ���� �' � cash, whichever is less, to Elsie W. Swenson, if � she survives me . �� �-- � 2 . Eight percent thereof, or the sum of $100, 000 . 00, �-=s`- cash, whichever is less, to my nephew, H. Eugene Rife; in the event my said nephew predeceases me, his share shall be distributed to his spouse and three children equally. 3 . Eight percent thereof, or the sum of $100, 000 . 00, cash, whichever is less, to Colonial Williamsburg Foundation, Williamsburg, Virginia; 4 . Eight percent thereof, or the sum of $100, 000 . 00, Page 2 r ' , . cash, whichever is less, to The American Cancer Society, P. 0. Box 22718, Oklahoma City, Oklahoma, 73123-1718 . 5 . Eight percent thereof, or the sum of $100, 000 . 00, cash, whichever is less, to the Alzheimer Association, 225 North Michigan Avenue, F1 . 17, Chicago, Illinois, 60601-7633 . 6 . Eight percent thereof, or the sum of $100, 000 . 00, cash, whichever is less, to The Multiple Sclerosis Society, 2040 Linglestown Road, Suite 104, Harrisburg, Pennsylvania, 17110, with at least 500 to be shared with national headquarters for � research. �+�i _t ' 7 . Eight percent thereof or the sum of $100, 000 . 00, � cash, whichever is less, to the Asbury Foundation, � Bethany Village Segment, 325 Wesley Drive, `� Mechanicsburg, Pennsylvania, 17055, to be added to � � � ;. the Bethany Village Care Assurance Endowment Fund. � 8 . Eight percent thereof or the sum of $100, 000 . 00, cash, whichever is less, to The Humane Society of the United States, Washington, D.C. 9 . Eight percent thereof or the sum of $100, 000 . 00, cash, whichever is less, to The American Society for the Prevention of Cruelty to Animals, New York, New York. 10 . Eight percent thereof or the sum of $100, 000 . 00, Page 3 . �. ' , ' cash, whichever is less, to The Wildlife Conservation Society, Bronx, New York. 11 . Eight percent thereof or the sum of $100, 000 . 00, whichever is less, to The Nature Conservancy, Arlington, Virginia, to be used for projects in the United States . 12 . Eight percent thereof or the sum of $100, 000 . 00, whichever is less, to Bryn Mawr College, Bryn Mawr, Pennsylvania, in memory of my daughter, N. Hollis � Rife . �`� ° 13 . The remaining balance of the residue of my estate � shall be distributed to the Shippensburg University �; � Foundation, Inc. Any funds received by �_; K.. � Shippensburg University Foundation, Inc . , under the <. ` i`; terms of this subparagraph 13 shall be distributed ;� from time to time as the board of directors shall deem appropriate . The bequests to charities set forth in subparagraphs 3 , 4 and 5 shall become part of the charities general endowment fund and the income therefrom shall be expended for the general operating purposes of the charity unless otherwise specified above. IV. Any fiduciary under this will shall have the following powers in addition to those vested in them by law and by other provisions Page 4 : �. � . ' � ' of my will applicable to all property whether principal or income, including property held for minors, exercisable without Court approval, and effective until actual distribution of all property: A. To retain any and all of the assets of my estate, real or personal, without regard to any principle of diversification of risk. B. To invest in all forms of property including stock, common trust funds and mortgage investment funds without restriction to investments authorized for Pennsylvania fiduciaries as they deem proper, without regard to any � principle of diversification of risk. t <.�'. �° C. 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 deem proper. y � D. To allocate receipts and expenses to principal or income or partly to each as they from time to time think proper. E. To compromise any claim or controversy. F. To distribute in cash or in kind or partly in each. G. To hold property in their names without designation of any fiduciary capacity or in the name of a nominee or unregistered. Page 5 • � . v. I direct that all taxes that may be assessed in consequence of my death of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate . VI . I appoint Elsie W. Swenson, as executrix of this my will . Should Elsie W. Swenson, predecease me, fail to qualify or cease to act, I appoint the Orrstown Bank with principal offices in Shippensburg, Cumberland County, Pennsylvania, as executor of this my will . VII . No bond shall be required of any fiduciary hereunder in any jurisdiction. IN WITNESS WHEREOF, I hereunto set my hand and seal to this my last will and testament, consisting of eight typewritten pages, the first five of which bear my signature in the margin for the purpose of identification this ��ay of (� , 2�� �, � ;�-�'t,/k��_ �_� +� ° -�-t'__ (S EAL) . , Page 6 3� � • . • , Signed, sealed, published and declared by the above-named testator as and for his last will and testament in our presence, who in his presence, at his request and in the presence of each other have hereunto set our hands as attesting witnesses . � �, � y i �- �� 1�1. ,�l, �; . � - ,� � We, Richard D. Rife, �� ��/`�.c -cil/ and � // ,�/�� � C D( �. �-�.��l��c/, the testator 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 testator signed and executed the instrument as his last will and testament and that he executed it as his free and voluntary act for the purposes therein expressed and that each of the witnesses, in the presence and hearing of the said testator signed the will as witnesses and to the best of their knowledge said signer was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence . ,�-' > � j-w-n�f'� %p y�j �-n-' ..-.�,� � Testator ; r Witness � �-�;�J Witness ` Page 7 , , � , . , . . Subscribed, sworn to and acknowledged before me by the above-named signer and subscribed and sworn to before by the above-nam � w t esses this '� ay of � � � � 2 G i ; � ,� �.�t � Not��y ublic Notarial Seal Carin L.Walter, Notary Public Chambersburg Boro, Franklin County ,�v Commission Expires May 13,2009 Page 8