Loading...
HomeMy WebLinkAbout01-10-14 ; r�..., rr�''' �.� PETITION FOR GRANT OF LETTE -G � � � �, � � REGISTER OF WILLS OF CUMBERLAND COU . P�NI'�YL��,�IA Petitioner(s)named below,who is/are 18 years of age or older,apply(ies)for Letters as specified below,an 9p p�the�av��' following and respectfully requests the grant of Letters in the appropriate form: � 2 � p Ga L. James � � "'� � Qecedent's Inform,�tion � Q � � � � �� Name: Edward W.Ilgenfritr File No: 21�._� r~� � � �I a/k/a: (Ass,�n'et�by Reg�r) � "'� a/k/a: � a/k/a: Social Security No: Date of Death: 12/20/2013 Age at Death: 95 Decedent was domiciled at death in Cumberland County, pq (State)with his/her last principal residence at 2100 Bent Creek Blvd.Apt.218,Mechanicsburg 17050 Silver Spring Cumberland Street address,Post Office and Zip Code City,Township or Borough County Decedent died at Bridges at Bent Creek 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 Pennsy/vania...................... All personal property $ 1,200.00 Ifnot domlciled in Pennsylvania................ Personal property in Pennsylvania $ !f not domiciled in Pennsylvania................ Personal property in County $ Va/ue of rea/estate in Pennsylvania................................................................... $ TOTAL ESTIMATED VALUE a 1,200.00 Real estate in Pennsylvania situated at (Attach additional sheets,if necessary.) Street address,Post Office and Zip Code City,Township or Borough County �A. Petitio,�for Probate and Gra�t of Lett�rs Testamentarv Petitioner(s)aver(s)that he/she/they is/are the Executor(s)named in the Last Will of the Decedent,dated 10/27/2006 and Codicil(s) thereto dated State relevant circumstances(e.g.,renunciation,death of executor,etc.) fxcept as follows:after the execution of the instrument(s)offered for probate,Decedent did not mar ,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.,pedente lite,durante absentia.durante minoritate If Administration,c.t a or d.b.n.c.t.a.,enter date of�II in Section A above and comolete list of heirs. Except as follows:Decedent was not a party to 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 adudicated an incapacitated person. �NO EXCEPTIONS � EXCEPTIONS Petitioner(s),after a proper search has/have ascertained that Decedent left no Will and was sunrived by the following spouse(if any)and heirs(attach additional sheets,if necessary): Name Relationship Address Winifred S.Ilgenfrita Spouse 2100 Bent Creek Blvd.Apt.218 Mechanicsbur PA 17050 Form RW-02 rev.10-11-2011 Copyright(c)2011 form software only The Lackner Group,Inc. 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 Gary L. James 134 Sipe Avenue � � � � Hummelstown,PA 17036 � � � Q �'-- Qi'�► � �Cf � � � � � F'"" � i'�t p � � . �7 � � � '"'*i „-��,� � C � � � ..., . ~ 11r�yJ � � ��y � � � � . iIR'�` r.� � ��IA 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 t � dent,P iti (s)will well and truly administer the estate according to law. Sworn to or ffirmed atua-cubscribed before oate l��'� me thi da qf ,�� Date By, , oate or t Register Date BOND Required? � YES ❑ NO To the Register of�lls: Please enter my appearance by my signature below: FEES: Letters.......................................... $ .OD Attorne Signature: ( 1 )Short Certificate(s)......... 5.00 ( )Renunciation(s).............. ( )Codicil(s)........................ ( )Affidavit(s)...................... Printed Name• Ga L.Ja s Esq. Bond............................................. Supreme Cou Commission.................................. ID Number: Z7� Othe hf'T� .�a Firm Name: James,Smith,Dietterick�Connelly,LLP Address: 134 Sipe Avenue � �� � Hummelstown,PA 17036 � Phone: 717/533-3280 Automation Fee............................ ' Fax: 717/533-2795 JCSFee....................................... TOTAL......................................... $ 00 E-mail: glj(d,jsdc.com . � DE EE OF THE REGISTER Date of Death: 12/20/2013 Social Security No: Estate of Edward W.Ilgenfritz File No: 27 r' ' a/k/a: AND NOW� , ,in consideration of the foregoing Petition, satisfactory proof h ing been presented f e me,IT IS DECREED that Letters Testamentary are hereby granted to Gary L. James _ in the above estate and(if applicable)that the instrument(s)dated 10/27/2006 described in the Petition be admitted to probate and filed of record as the last I(and Codicil(s of D dent. R o Wills Copyright(c)2011 form software only The Lackner Group,Inc. Pege 2 of 2 s � � f Last Will of � EDWARD W. ILGENFRITZ I, EDWARD W. ILGENFRITZ, the Testator, a resident of Cumberland County, Pennsylvania, declare that this is my Last Will. I hereby revoke a11 my previous wills and codicils. Article One Introductory Provisions Section 1. Marital Status I am married to WINIFRED E. ILGENFRITZ. Section Z. Children All references to "my children", subject to the exclusion of any child under subsequent provisions of this Section 2, are to all of the children so identified in this Section 2, but only to those children and any children born to or adopted by me subsequent to the execution of this, my Last Will. a. My Children The name and birth date of my child is: Name Birth Date GWYLAN A. CARSON May 12, 1942 ,��s i� � � /�\ � � � � � � � � � � � � � � �o �,,. r f.-# rn r�n r � rn o � r,� `` _ ,��� u•' � �, r�,' � � a � � � � c� -� � � � � � . +r=- r�t , . � c� � � � � � � � � ' � c,,� ,�� � � . � `� � . . . ' Article Two Appointment of My Personal Representatives Section 1. Nomination of My Personal Representatives I appoint tlie following to be my Personal Representative(s) in the order of priority in which their names appear: GARY L. JAMES OR ANO'THER MEMBER OF THE TRUST AND ESTATES GROUP OF TI�LAW FIRM OF JA1V�S SMITH DIETTERICK&CONNELLY,LLP If, for any reason, the Personal Representative(s) named above are unable or unwilling to serve, the next successor Personal Representative(s) sha11 serve in the order of priority listed until the list has been exhausted. Unless otherwise specified, if Co-Personal Representatives are serving, the next named successor Personal Representative shall serve only after all of the Co-Personal Representatives cease to act as Personal Representatives. Section 2. Waiver of Bond No bond or undertaking sha11 be required of any Personal Representative nominated in this Last Will. Section 3. General Powers My Personal Representa.tive sha11 have full authority to administer my esta.te under the laws of the Commonwealth of Pennsylvania relating to the powers of fiduciaries. My Personal Representa.tive sha11 have the power to administer my estate under the Pennsylvania Probate,Esta.tes and Fiduciaries Code. Article Three Disposition of My Property Section 1. Estate Planning Letter or Memorandum To tlie extent permitted by state law and not necessary to fully utilize my Unused Applicable Credit Equivalent, my Personal Representative shall distribute such of my personal or household items to such persons as I may direct by a written instrument signed by me and delivered to my Personal Representa.tive. Section 2. Distribution to My Revocable Living Trust I give all the rest, residue and remainder of my property of whatever nature and kind and wherever located to the then acting Trustee(s) of my revocable living trust of which I am a Trustor known as the: EDWARD W.ILGENFRITZ TRUST dated November 28, 1994 I executed said revocable living trust prior to the execution of this Last Will. Section 3. Alternate Disposition If my revocable living trust is not in effect for any reason, I give all of my property to my Personal Representative under this will as Trustee who shall hold, administer and distribute my property as a testamentary trust the provisions of which are identical to those of my revocable living trust on the date of execution of this Last Will, or as thereafter amended. Section 4. Underage Beneficiaries If any portion of my esta.te is distributable to a beneficiary who is then under the age of 25 years,my Personal Representative may distribute that beneficiary's share,without further responsibility,either directly to that beneficiary, to a qualified individual or trust company designated by my Personal Representative as custodian for that beneficiary under an applicable Uniform Transfers to Minors Act or similar law, or to the individual having personal custody of tha.t beneficiary (whether or not court-appointed),and t11e receipt of the distributee shall discharge my Personal Representa.tive. Article Four Death Tazes Section 1. Definition of Death Tazes The term "death taxes," as used in this will, shall mean all inheritance, estate, succession, and other similar taxes that are payable by any person on account of that person's interest in the estate of the decedent or by reason of the decedent's death, including penalties and interest, but excluding the following: a. Any additional to the federal esta.te tax for any "excess retirement accumulation" under Internal Revenue Code Section 4980A. b. Any additional tax that may be assessed under Internal Revenue Code Section 2032A or 2057; and c. Any federal or state tax imposed on a Generation Skipping Transfer, as that term is defined in the federal tax laws, unless the applicable t� statutes provide that the Generation �kipping Transfer T� is payable directly out of the assets of my gross estate. Section 2. Payment of eath Tazes Pursuant to the terms of my re ocable living trust, all death taxes whether or not attributable to property inventoried in my pro ate estate shall be paid by the Trustee from my Trust. However, if my Trust does not exist at e time of my death or if the assets of my Trust are insufficient to pay the death taxes in full, I di ect my Personal Representative to pay any death taxes that cannot be paid by my Trustee fro the assets of my probate estate by equitably prorating and apportioning those taxes among the beneficiaries of this will. Unless specifically provided otherwise in my Trust, all death t�es incurred by reason of assets being transferred outside of my Trust or probate estate shall be assessed against those persons receiving such property. Article Five General Provisions Section 1. No Contest Clause If any person or entity singularly or in conjunction with any other person or entity, directly or indirectly, contests in any court t11e validity of this Last Will including any codicils thereto, then t1ie.right of that person or entity to take any interest in my esta.te sha11 cease and the demise of that person(and his or her descendants) or entity shall be deemed to have occurred prior to mine. Section 2. Captions The captions of Articles, Sections and Paragraphs used in this Last Will are for convenience of reference only and sha11 have no significance in the construction or interpreta.tion of this Last Will. Section 3. Severability Should any of the provisions of this Last Will be for any reason declared invalid, such invalidity shall not affect any of the other provisions of this will and a11 invalid provisions shall be wholly disregarded in interpreting this Last Will. Section 4. Governing Law This Last Will shall be construed, regulated and governed by and in accordance with the laws of the Commonwealth of Pennsylvania. I signed this,my Last Will, on �i�.t � 7 G��� �� EDWARD W.ILGENFRI ATTESTATION CLAUSE On this ��� 2 7 ���� , EDWARD W. ILGENFRITZ, Testator, personally Published and Declazed the foregoing instru.ment, as and for his Last Will and Testament, in the presence of each of us and a11 of us together, who, at his request, in her presence, and in the presence of each other, also signed the said instrument as witnesses. We further state that each of us believes that at the time he executed the foregoing instrument he was of sound mind and memory, of lawful age, and did so execute it as his own free act and deed and not under the constraint or undue influence of any person. �. Witne . Str Address f�/-��-? ity, State,Zi Witness 0�,/ . Street Address / D i , State, • . . . COMMONWEALTH OF PENNSYLVANIA COUNTY OF DAUPHIN c We, EDWARD W. ILGENFRITZ, and , the Testator and the witnesses, respectively, whose names are signed to the atta.ched or foregoing instrument, being duly first sworn, do hereby declare to the undersigned authority that we were present and saw the Testator sign and execute tlie foregoing instrument as his Last Will;that the Testator signed it willingly, or directed another to sign it for the Testator, that it was executed as his free and voluntary act for the purposes therein expressed; that each subscribing witness in the presence and hearing of the Testator signed the Last Will as a witness; and that to the best of our knowledge tlze Testator was�at the time of sound mind and memory, of lawful age, and under no constraint or undue influence. � ED W ILGENFRI � Witness Witness SUBSCRIBED, SWORN TO and ACKNOWLEDGED before me a notary public, by EDWARD W. ILGENFRITZ, the Testa.tor, and •�� ( and � P�.��,� � . 1 O� ,the witnesses, on this ��� 2 7 ,�,��� .�� � � otary Public i.�nR �,.��1� rr-�, ,ti,-,r—.,,��,,.�..�,.'���'�ka�!� �.��SI .4'."..ia�r4�..., a.ei°..�,..s i �r$�v�i�,7'Y ��...�� _ -,� �� -4 s..����� If'� �ry}:i�MN,l�I'i hi:^a�3 �.�4s3Y� ....a L..�.� ��. �.,�c�.v,,;i�� ,�; i: .�;f~�"�, .4�ai,}.ii;,��Cvi.i�`�'`f My COt�'?rnt�si�:��nr�is f=,�ivti.V.8,2J0� r�«�����E-,��;,,;3;;:��E-���:=;-�s����k,���cf raotdries