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HomeMy WebLinkAbout03-13-14 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: Margaret A . Ross File No: ` �- i —Z3Z a/k/a: (Assigned by Register) a/k/a: a/k/a: Social Security No: Date of Death: 2/2/2014 Age at death: 91 Decedent was domiciled at death in Cumberland County, Pennsylvania (State) with his/her last principal residence at 9 Courtland Road 17011 Lower Allen Township Cumberland Street address,Post Office and Zip Code City,Township or Borough County Decedentdiedat 111 S . Front St - 17101 City( of Harrisburg Dauphin 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 $ 22,000 - 00 If not domiciled in Pennsylvania.............................Personal property in Pennsylvania $ If not domiciled in Pennsylvania.............................Personal property in County $ Value of real estate in Pennsylvania................................................. $ 115,300 - 00 TOTAL ESTIMATED VALUE.... $ 137,300 - 00 Real estate in Pennsylvania situated at: 9 Courtland Road 17011 Lower Allen Township Cumberland (Attach additional sheets,ifnecessary.) 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 10/7/2009 and Codicil(s) thereto dated r-.a State relevant circumstances(e.g.renunciation,death ofexecntor,etc.) _ Fn C7 Except as follows:after the execution of the instrument(s)offered for probate Decedent did not marry,was not divorced,w art y to ndin�'{ divorce proceeding wherein the rounds for divorce had been established as defined in 23 Pa.C.S.§3323 :' p g g (g),and did not h #d born o �-7 adopted;and Decedent was neither the victim of a killing nor ever adjudicated an incapacitated person. rr� r ® NO EXCEPTIONS ❑EXC.EPTIONS C-) )- Y i ❑ B. Petition for Grant of Letters of Administration(If applicable) c.t.a.,d.b.n.,d.b.n.c.I.a.,pendente life,durante a0lta,durante&Vorit P-Q If Administration,c.t.a. or d.b.nx.t.a., enter date of Will in Section A above and complete list of heirs. X- 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 heirs(attach additional sheets, if necessary): Name Relationship Address Form RW-02 rev. 10/11/2011 Page 1 of 2 Oath of Personal Representative Official Use Only COMMONWEALTH OF PENNSYLVANIA } } SS: COUNTYOF Cumberland } Petitioner(s)Printed Name Petitioner(s)Printed Address 268 Boas Street, Apartment 3 Helen M . Szemesi Harrisburg PA 17102 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 laws Sworn to or affirmed and subscribed before .. on-�9-4� Date ! me thi day of wl T Date By: Date For the Register Date �. r n BOND Required: ❑ YES M NO To the Register of Wills: ' 3 FEES: Please enter my appearance by my signature Letters. . . . . . . . . . . . . . . . . . . . . . . $ Attorney Signature: C-" z� Short Certificates(s) . . . . . . ,�• C7r ( Renunciation(s) �� O . . . . . . . . . . _ ( )Codicil(s) . . . . . . . . . . . . . . ^� ( )Affidavit(s). . . . . . . . . . . . . Bond Printed Name: Gerald J - Shekletski , Esq • Commission . . . . . . . . . . . . . . . . . . . . Supreme Court Other \01i t I . . . . . . . . . C" c� ID Number: 40486 �5 ;c Firm Name: Stone LaFaver & Shekletski . �5' Address: 414 Bridge Street P . O . Box E New Cumberland PA 17070 Phone: 717-774-7435 . . . . . . . . Fax: 717-774-3869 Automation Fee . . . . . . . . . . . . . . . . . 51 Email: gshekletskia@stonelaw• net JCS Fee . . . . . . . . . . . . . . . . . . . . . . . TOTAL . . . . . . . . . . . . . . . . . . . . . .$ 3L+?JSCL DECREE OF THE REGISTER Estate of Margaret A • Ross File No: 2-1 - 14-2�- a/k/a: AND NOW, MOM) 14�— ��S"1 in consideration of the foregoing Petition, satisfactory proof having been presented before me,IT IS DECREED that Letters Testamentary are hereby granted to Helen M - S z e m e s i in the above estate and(if applicable)that the instrument(s)dated 10/7/2 0 0 9 described in the Petition be admitted to probate and filed of record as the last Will (and Codicil(s))of Decedent. AL 0 �4 bTx�� - e ister of ills 4 Form RW-02 rev, 10!l1/20/l &01'r Of 2 _ LAST WILL AND TESTAMENT � OF ID :70 MARGARET A. ROSS r C`1; XF„ I, MARGARET A. ROSS, of Camp Hill, Cumberland Cowhty, '.. 'Pennsylvania, make, publish and declare this as and for my Last Will and Testament, hereby revoking all other Wills. and Codicils r heretofore made by me. FIRST: * I devise and bequeath all ,the rest., residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, to my `ni,ece, HELEN M. SZEMESI, of Apt . #3 , 268 Boas Street, 'Harrisburg, Pennsylvania 17102 . Should she predecease me then to ROBERT M. SZEMESI, son of my niece, HELEN M. SZEMESI, of Apartment #3 , 268 Boas Street, Harrisburg, Pennsylvania 17102 . SECOND: No provision is made in this, my Last Will and Testament, for JOSEPH SZEMESI, son of my niece, HELEN M. SZEMESI . THIRD: In addition to all powers granted to them by law and by other provisions of this Will, I give the fiduciaries acting hereunder the following powers, applicable to all proper- zy;- exercisable-without court approval and effective until, actual distribution of all property: (A) To sell at public or private sale, 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 (including credit, with or without security) or conditions as are deemed proper. This includes the power to give legally sufficient instruments for transfer of the property and ti to receive the proceeds of any disposition of it . (B) To partition, subdivide, or improve real estate and to enter into agreements concerning the partition, subdivi- Sion, improvement, zoning or management of real estate and to impose or extinguish restrictions on real estate. (C) To compromise any claim or controversy and to abandon any property which is of little or no value. (D) To invest in all forms of property, including stocks, common trust funds and mortgage investment funds, without restriction to investments authorized for Pennsylvania fiduci- aries, as are deemed proper, without regard to any principle of r diversification, risk or productivity. (E) To exercise any option, right or privilege granted in insurance policies or in other investments . (F) To exercise any election or privilege given by the Federal and other tax laws, including, but not necessarily being limited to, personal income, gift and estate or inheritance tax laws . (G) To make distributions to my herein named benefici- aries in cash or in kind or partly in each. (H) To borrow money from themselves or others in order to pay debts, taxes, or estate or trust administration expenses, to protect or improve any property held under my will, and for investment purposes . (I) To select a mode of payment under any qualified retirement plan (pension plan, profit sharing plan, employee stock ownership plan, or any other type of qualified plan) to the extent the plan or the law permits them to do so, and to exercise any other rights which they may have under the plan, in whatever manner they consider advisable. FOURTH: I direct that all inheritance, estate, transfer, succession and death taxes, of any kind whatsoever, which may be payable by reason of my death, whether or not with respect to property passing under this Will, shall be paid out of the principal of my residuary estate. 2 FIFTH: I nominate and appoint HELEN M. SZEMESI, Executrix of this, my Last Will and Testament . In the event of the death, resignation or inability to serve for any reason whatsoever of the said HELEN M. SZEMESI, I nominate and appoint ROBERT M. SZEMESI, Executor of this, my Last Will and Testament. I direct that my Executrix or Executor, as the case may be, and their successors, shall not be required to post security or a bond for the performance of their duties in any jurisdiction. IN WITNESS WHEREOF; I have hereunto set my hand and seal to this, my Last Will and Testament, this -7�k day of �p(g � 2009 . -Aauwo�— �&' :�� (SEAL) MARGAR A. ROSS Signed, sealed, published and declared by the above- named Testatrix as and for her Last Will and Testament in our presence, who, at her request, in her presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses . Address Address elf 3 OATH OF SUBSCRIBING WITNESS(ES) REGISTER OF WILLS ; > � Cumberland COUNTY PENNSYLVANIA 90 t- z .V- - Estate of Margaret A. Ross Deceased James D. Bogar and Beth B. Lengel , (each) a subscribing witness to (Print Name/s) the Z Will El Codicil(s)presented herewith, (each) being duly qualified according to law, depose(s) and say(s)that she/he/they was/were present and saw the above Testator/Testatrix sign the same and that she/he/they signed the same and that she/he/they signed as a witness at the request of the Testator/Testatrix in her/his presence and in the presence of each other. i ,�vjjd (Signatu e) (Signature) 1 West Main Street J 1 West Main'Street (Street Address) (Street Address) Shiremanstown, PA 17011 Shiremanstown, PA 17011 (City,State,Zip) (City,State,Zip) Executed in Register's Office Executed out of Register's Office Sworn to or affirmed and subscribed Sworn to or affirmed and subscribed before me this day before me this day of of o?D -Deputy for-Register of Wills _ Notary Public _ My Commission Expires:. (Signature and Seal of Notary or other official qualified to administer oaths. Show date of expiration of Notary's Commission.) NOTE: To be taken by Officer authorized to administer oaths. Please have present the original or copy of instrument(s)at time of notarization. Form RW-03 rev. 10.13.06: NOTARIAL SEAL CAROL A.BOOAR,NOTARY PUBLIC SHIREMANSTOWN BORO,CUMBERLAND COUNTY MY COMMISSION EXPIRES NOVEMBER 13,2015 REGISTER OF WILLS CERTIFICATE OF CUMBERLAND COUNTY GRANT OF LETTERS PENNSYLVANIA No. 2014- 00232 PA No. 21- 14- 0232 Estate Of: MARGARET A ROSS (First,Middle,Last) Late Of: LOWER ALLEN TOWNSHIP CUMBERLAND COUNTY 0 Deceased Social Security No: WHEREAS, on the 12th day of March 2014 an instrument dated October 7th 2009 was admitted to probate as the last will of MARGARET A ROSS /First,Middle,Last) late of LOWER ALLEN TOWNSHIP, CUMBERLAND County, who died on the 2nd day of February 2014 and, WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, LISA M. GRAYSON, ESQ. Register of Wills in and for CUMBERLAND County, in the .Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to: HELEN M SZEMESI who. has duly qualified as EXECUTOR(RIX) and has agreed to administer the estate according to law, all of which fully appears of record in my office at CUMBERLAND COUNTY COURTHOUSE, CARLISLE, PENNSYLVANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office on the 12th day of March 2014. r, J)4 Register of W I s PT all kx ii� f DdputY **NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST)