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HomeMy WebLinkAbout12-23-13 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 request(s)the grant of Letters in the appropriate form: Decedent's Information Name: BETTY JANE ZECHMAN File No: 21 — a/k/a: (Assigned by Register) a/k/a: a/k/a: Social Security No: Date of Death: 11/27/13 Age at death: 82 Decedent was domiciled at death in Cumberland County, PA (State)with his/her last principal residence at 101 Walton Avenue 17013 No.Middleton Twp. Cumberland Street address,Post Office and Zip Code City,Township or Borough County Decedent died at Carlisle Regional Med Center 17015 So Middleton Township 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 Pennsylvania................................All personal property $ 3,000.00 If not domiciled in Pennsylvania.............................Personal property in Pennsylvania $ If not domiciled in Pennsylvania.............................Personal property in County $ Valueof real estate in Pennsylvania.............................................................. $ 100,000.00 TOTAL ESTIMATED VALUE.... $ 103,000.00 Real estate in Pennsylvania situated at: 101 Walton Avenue 17013 No.Middleton Twp. Cumberland (Attach additional sheets,if necessary.) Street address,Post Office and Zip Code City,Township or Borough County El 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 2/4/27 and Codicil(s) thereto dated D—o1]ald-WhtLZeghmsari_predeceased on 10/1-312913 State relevant circumstances(e.g.renunciation,death oferecutor,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 ❑EXCEPTIONS ❑ B. Petition for Grant of Letters of Administration(If applicable)- c.t.a.,d.b.n.,d.b.n.c.t.a.,pendente lite,durante absentia,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. ❑ NO EXCEPTIONS ❑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 heir$auach additional sheets,if necessary): Name Relationship Address Form RW-02 rev.10/1112011 Page 1 of 2 Oath of Personal Representative Official Use Only COMMONWEALTH OF PENNSYLVANIA } } SS: COUNTY OF CUMBERLAND } Petitioner(s)Printed Name Petitioner(s)Printed Address 520 Longs Gap Road,Apt.C Dirk L.Zechman Carlisle PA 17013 The Petitioner(s)above-named swear(s)or affirm(s)the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s)and that,as Personal Representative(s)of the Decedent,the Petitioner(s)will well and truly administer the estate according to law. Sworn to Qr affirmed and subscr' ed before C% � �t r�,� Date me th' day of j Date By; Date For the Register Date BOND Required: 0 YES 1$, NO To the Register of Wills: FEES: Please enter my appearance by my signature below: Letters. ................ ... ... $ 'Z'a Attorney Signature: Short Certificates(s) . ..... ( )Renunciation(s).......... ( )Codicil(s) ............. . ( )Affidavit(s)............. Katie J. axwell Bond ......................... Printed Name: Commission .......... ....... ... Supreme Court er �A/l I I....,, ,., '� ID Number: 206018 Oth n QyTtb '''' Firm Name: Martson Law Offices Address: 10 East High Street ..... . • • • Carlisle PA 17013 ... ...••• Phone: (717)243-3341 ... ...... Fax: (717)243-1850 Automation Fee .............. .. . Email: kmaxwell@martsonlaw.com JCS Fee ... .... .. ... ..... . ..... 25.60 TOTAL ..................... .$ DECREE OF THE REGISTER Estate of BETTY JANE ZECHMAN File No: 21 - 15- 11339 &Wa: AND NOW, oe—ce—mvoe r �� ,�� 3 ,in consideration of the foregoing Petition, satisfactory proof having been presented before me,IT IS DECREED that Letters Testamentary are hereby granted to Dirk L.Zechman in the above estate and(if applicable)that the instrument(s)dated 2/4/1.997 described in the Petition be admitted to probate and filed of record as the last Will(and Codicil(s of Decedent. Form RW-02 rev.10/1112011 egister of Wills r1p I.—p Page 2 of 29 H105.805 REV(9/11) LAST WILL AND TESTAMENT OF BETTY JANE ZECHMAN I, BETTY JANE ZECHMAN, Social Security Number 192-28-8024, of the State of Pennsylvania, declare that this is my LAST WILL AND TESTAMENT and I revoke all other wills and codicils previously made by me . FIRST: I appoint my Husband, DONALD LUTHER ZECHMAN, as my Personal Representative concerning this Will . If my Spouse is unable or fails to serve, I then appoint my son, DIRK L. ZECHMAN of Pennsylvania to serve as my Personal Representative. If my son, DIRK L. ZECHMAN of Pennsylvania is unable or fails to serve, I then appoint my daughter, BARBARA M. SHERIFF of Pennsylvania to serve as my Personal Representative. a. I request that my Personal Representative be permitted to serve without bond or surety thereon and without the intervention of any court, except as required by law. I direct that my Personal Representative act in unsupervised administration so as to administer my estate with a minimum of court supervision. If it becomes necessary to have ancillary administration of my estate in any jurisdiction where my Personal Representative is unable or does not desire to qualify as ancillary legal representative, I appoint as such ancillary legal representative such individual or corporation as my Personal Representative shall designate, in writing. b. I direct my Personal Representative to pay the expenses of my last illness, the expenses of a funeral appropriate to my station in life and custom of living (including a suitable monument or marker for my grave) , and written charitable pledges which I have made . I grant my Personal Representative the power to extend or renew any debt for such time as my Personal Representative shall deem appropriate . C . All estate, inheritance, succession and other death taxes with respect to all property passing under this my Will shall be paid from and borne by the principal of my residuary estate, without regard to reimbursement, as if such taxes were administration expenses . My Personal Representative may pay such taxes at any time deemed advisable, whether or not then due and payable. d. My Personal Representative is requested to settle my estate as soon after my death as may be practicable, and to pay or deliver every legacy or bequest to my beneficiaries without waiting any time that may be believed to be customary in probate matters . PAGE 1 OF 5 PAGES e . I may leave a letter of intent with the executed copy of this Will for the purpose of giving guidance to my Personal Representative concerning the distribution or sale of certain items of my property. I request, but do not require, that my Personal Representative honor my wishes therein expressed. SECOND: I give, devise and bequeath, absolutely and forever, all the rest, residue and remainder of my estate and property of which I may be seized or possessed, or to which I may be entitled, -at the time of my death, wherever situated or of whatever nature, be it real, personal, or mixed, to my Husband, DONALD LUTHER ZECHMAN, as his sole and absolute property if he shall survive me . THIRD: In the event that my Husband, DONALD LUTHER ZECHMAN shall not survive me, I give, devise and bequeath, absolutely and forever, all of the rest, residue and remainder of my estate and property of which I may be seized or possessed, or to which I may be entitled, at the time of my death, wherever situated or of whatever nature, be it real, personal, or mixed: to my son, DIRK LEROY BROWN (1/3 of my residuary estate) ; to my daughter, BARBARA MARIE SHERIFF (1/3 of my residuary estate) and all of my personal effects including, but not limited to, clothing and jewelry; to my son, JAMES ALLEN BROWN, (1/6 of my residuary estate) ; and, to my step-daughter, KATHY LYNN KEISER, (1/6 of my residuary estate . a. If any of my children shall not survive me, then the share of that deceased child shall go to the descendants of that child, who are to take per stirpes and not per capita. If any of my children shall not survive me and shall not be survived by any descendants, then the share of that deceased child shall be distributed to my surviving children and the descendants of any of my other children who fail to survive me, in the manner set forth above. PAGE OF 5 PAGES b. If they are unable to agree, the division among my children and the descendants of any of my children who fail to survive me shall be made by my Personal Representative, in that person' s sole and absolute discretion. I empower my Personal Representative to sell any or all of such property, if such property is not distributed in kind hereunder, and to distribute the proceeds among my said children in substantially equal shares . Any determination of my Personal Representative as to what should pass or be sold under this paragraph and to whom it should pass or be delivered or at what price it should be sold shall be conclusive . FOURTH: Except as otherwise provided in this Will, I have intentionally failed to provide for any other relatives or other persons, whether claiming to be an heir of mine or not . Insofar as I have failed to provide in this Will for any of my issue now living or later born or adopted, such failure is intentional and not occasioned by accident or mistake . FIFTH: Any beneficiary who fails to survive until one hundred twenty (120) hours after my death shall be deemed to have predeceased me, and the gift to that beneficiary shall be disposed of accordingly. SIXTH: Definitions : a. The term "children" as used in this Will includes adopted and afterborn persons . The term "children" as used in this Will shall also include step-children, the natural born or adopted children of a person' s spouse who are not the natural born or adopted children of the person. A relationship by or through legal adoption shall be treated the same as a. relationship by or through blood for purpose of succession to property under this Will . b. The term "descendants" as used in this Will means the immediate and remote lawful, lineal descendants by blood or adoption of the person referred to who are in being at the time they must be ascertained in order to give effect to the reference to them. C . The term "Personal Representative" as used in this Will means Executor, Executrix, Independent Executor, or any other title of like import which is used to describe such a fiduciary. d. The term "per stirpes" as used in this Will means that whenever a distribution is to be made to the descendants of any person, the property to be distributed shall be divided into as many shares as there are (1) living children of the person, and (2) deceased children, who left descendants who are then living, of the person. Each living child (if any) shall take one share and the share of each deceased child shall be divided among his then living descendants in the same manner. PAGE 3 OF 5 PAGES SEVENTH: In addition to any powers granted by the laws of the state in which this Will is probated, I hereby authorize and empower the fiduciaries named in this Will, to the extent of the discretion herein granted, to sell, exchange, convey, transfer, assign, mortgage, pledge, lease or rent the whole or any part of my real or personal estate, to invest, reinvest, or retain investments of my estate, to perform all acts and to execute all documents which my fiduciaries may deem necessary or proper in regard to my property. If any of my fiduciaries elect to receive compensation for services, such compensation will be that allowed by law. EIGHTH: If any part of this Will shall be invalid, illegal, or inoperative for any reason, it is my intention that the remaining parts, so far as possible and reasonable, shall be effective and fully operative. My Personal Representative may seek and obtain court instructions for the purpose of carrying out as nearly as may be possible the intention of this Will as shown by the terms hereof, including any terms held invalid, illegal, or inoperative . IN WITNESS WHEREOF, I have at Carlisle Barracks, Pennsylvania, on February 4 , 1997, set my hand and seal to this my LAST WILL AND TESTAMENT, consisting of 5 typewritten pages, each page bearing my handwritten signature . This document was prepared under the authority of 10 U.S .C. section 1044 , and implementing military regulations and instructions, by John T. Rothwell, who is licensed to practice law in the State of Arkansas . (SEAL) BETTY JV47 ZECH 4 jq�jj-- PAGE 4 OF 5 PAGES The foregoing instrument was, at Carlisle Barracks, Pennsylvania, on February 4 , 1997, signed, sealed, published and declared by BETTY JANE ZECHMAN, the testatrix, to be her LAST WILL AND TESTAMENT in the presence of all of us at one time, and at the same time we, at her request and in her presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses, and we do so verily believe that the said testatrix is of sound and disposing mind and memory at the date hereof . Soc. Sec.No. Soc. Sec.No. Soc .Sec .No. OF CAR his/C /4 OF �E7t t1t i c i.C= OF Sit- -r /7o /3 of QCnV Ce(2 Q0 NT, -.;LP3 O 9 J n 5-ti 10 4-K.� 14- PAGE 5 OF 5 PAGES COMMONWEALTH OF PENNSYLVANIA CUMBERLAND COUNTY ACKNOWLEDGMENT I, BETTY JANE ZECHMAN, 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; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. (SEAL) BETTY Jff ZECEPUUq AFFIDAVIT We, ES-tEit- 12Lt�j MCLA.'ic-�4Zi ri and c ��� the witnesses, sign our names to this instrument, being d ly qualified according to law, do depose and say that we were present and saw the testatrix sign and execute the instrument as her Last Will; that the testatrix signed willingly and executed it as her free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the testatrix signed the will as a witness; and that to the best of our knowledge the testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence . Witness Wit ess Wi I ness Subscribed, sworn to and acknowledged before me by BETTY JANE ZECHMAN, the testatrix, and subscribed and sworn to before me by �' � CrE�2G� �'NI�L�ZF I�1�Li4c1 �►� and the witnesses, on February 4 , 1997 . NOTARY PJBLIC My Commission Expires : Notarial Seal Rosa A.Rodriguez.Notary Public Carlisle Boro,Cumberland County My Commission Expires Nov.8,1997 Member,Pennsyt,tar iaAssociation of i\FOtaRSs