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HomeMy WebLinkAbout04-11-14 _ _ 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: Joyce A.Minnich File No: �� � /� � ���� ��a: (Assigned by Register) a/k/a: ��a: Social Security No: 204-28-0685 Date of Death: March 25 2014 Age at death: 77 Decedent was domiciled at death in Cumberland County� pPnn�ylvania (srare) with his/her last principal residence at 140 Lawrence Lane 17015 Carlisle West Pennsboro Cumberland Street address,Post Office and Zip Code City,Township or Borough County Decedent died at Carlisle Medical Center Carlisle Cumberland PA Street address,Post Office and Zip Code City,Township or Borough County State Estimate of value of decedent's property at death: 5,000.00 If domiciled in Pennsylvania.......... ........... .... ... All personal property $ If not domiciled in Pennsylvania. ........... ..... ... .... Personal property in Pennsylvania $ If not domiciled in Pennsylvania. ...... ........ ... .... .. Personal property in County $ '������� Value of rea[estate in Pennsylvania..... ... ..... ... .... .. TOTAL ESTIMATED VALUE. ... $ 105.000.00 Real estate in Pennsylvania situated at: 140 Lawrence Lane 17015 Carlisle West Pennsboro Cumberland (Attach additional sheets,if necessary.) Street address,Post OfTice 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 m the last W►11 of the Decedent,dated February 13,2002 and Codicil(s) thereto dated First named Executor Stanle R.Warfel died on November 8 2006 State relevant circumstances(e.g.renunciallon,death of ececutor,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. Q 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. Q 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 Relationshi Address RECORDED OFFICE OF � REGISTEROF WILIS 2014 ApYi111 C�OF��CO CUNf Y T Form RW-OZ rev.10/ll/1011 Page 1 of 2 i ' Official Use Only Oath of Personal Representative COMMONWEALTH OF PENNSYLVANIA } } SS: COUNTY OF CUMBERLAND } Petitioner(s)Printed Name Petitioner(s)Printed Address William G.Baker III 44 Ma le Street Get sbur PA 17325 Cath L.Baker 44 Ma le Street,Get sbur ,PA 17325 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 �firmed an subspribed befor/er Date !i me th1's��d2 of ,�C'�ry Date �y;( , ; I� ,' Z �L ���"Y� Date '`° � Date For the Register BOND Required: Q YES � NO To the Register of Wills: FEE�' Please enter my appearance by my signature below: � C��- Letters . . . . . . . . . . . . . . . . . . . . . . $ , ' Attorne Signature: ( i2 ) Short Certificate(s).. . . . . � !L-�, � �� � "� ( )Renunciation(s).. . . . . . . . �,`� � ( )Codicil(s). . . . . . . . . . . . . p � O� ( )Affidavit(s).. . . . . . . . . . . 1, w �—+ U Bond.. . . . . . . . . . . . . . . . . . . . . . . Printed atne: John A.Wolfe,Esq. � '�, �� Commission. . . . . . . . . . . . . . . . . . Supreme�ourt p O ��"� ID Number: 44351 �� O Other ' �j.� (j f✓�i� cn � w �� (��� Firm Name: Wolfe&Rice,LLC p� O O� , , , , , , , Address: d��x�Ast Hj,gh CtrPPt � Cj � . . . . . . �"�Shu,rg,PA 17'��5 U - U . . . . . . . . Phone: 717-337-3754 Automation Fee. . . . . . . . . . . . . . . . Fax: 717-337-921 I JCS Fee. . . . . . . . . . . . . . . . . . . . . , � � l.� Email: w�lfeanriricef�na net TOTAL. . . . . . . . . . . . . . . . . . . . . $ �7�i ��6$� DECREE OF THE REGISTER Estate of Jovice A Minnich File No: ����� ��� � aJk/a: AND NOW, � � ,s�� in considera ion of the fo•egoin Petition, satisfactory proof having been presente before me,IT IS DE REED that tter �' ���` her b ranted to , � �- �r �' in the above estate �nd(if,applicabie)that the instrument(s) dated ' �'l-t-�.-r�- �. ' described in the Petition be admitted to probat d filed of reco d as the last Will (and Codicil(s)) of Decedent. � � ��� �� �- � � Register of lls �,� ; � � �/� � � �� � � Form RW-02 rev. ioiiiizou Page 2 of 2 �"; Last Will of JOYCE A. MINNICH I, JOYCE A. MINNICH, of Carlisle, Cumberland County, Pennsylvania, make this Will and revoke all of my prior wills and codicils. Article One My Family � Although we have never been formally married, I hold myself out as and consider myself to be the spouse of STANLEY R. WARFEL. • All references to "my spouse" in my Will are to him. The names and birth dates of my children are: CAROL A. BARRICK,born December 31, 1956 DONNA M. STINSON,born Apri122, 1959 TERESA L. BAKER,born December 10, 1960 WILLIAM G. BAKER, III, born May 11, 1962 �' ROBERT E. BAKER,born February 2, 1965 H o � o� �� '" N° ��U 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. o� � o �� � �� , ; �� �,� � �, .� �� Page 1 � � ArtiCle 1`w0 Distribution of My Property Section 1. Pour-Over to My Living Trust All of my property of whatever nature and kind, wherever situated, shall be distributed to my revocable living trust. The name of my trust is: STANLEY R. WARFEL and JOYCE A. MINNICH, Trustees, or their successors in trust, under the STANLEY R. WARFEL AND JOYCE A. MINNICH LIVING TRU5T, dated February 13, 2002, and any amendments thereto. � Section 2. Alternate Disposition If my revocable living trust is not in effect at my death for any reason whatsoever, then all of my property shall be disposed of under the terms of my revocable living trust as if it were in full force and effect on the date of my death. , Section 3. Testamentary Trust If my spouse survives me, I authorize my personal representative to establish, with the assets of my probate estate, if any, or with any property distributed to my personal representative from my Trustee, a testamentary trust (or trusts) for the benefit of my spouse and my other beneficiaries under the same terms and conditions of my revocable living trust as it e�usts at the date of my death. I appoint the Trustee and successor Trustee named in my revocable living trust as the Trustee and successor Trustee of my testamentary trust(s). The Trustee of my testamentary trust(s) shall have all the administrative and investment powers given to my Trustee in my revocable living trust and any other powers granted by law. �` �� ���'� �" � Page 2 -L� My Trustee shall be under no obligation to distribute property directly to my � personal representative, but rather may distribute such property directly to the Trustee of the testamentary trust(s). Any property distributed to my testamentary trust(s) by the Trustee of my revocable living trust shall be distributed by the Trustee of my testamentary trust(s) in accordance with the terms and conditions of my revocable living trust as it exists on the date of my death. Article Three Powers of My Personal Representative My personal representative shall have the power to perform all acts reasonably necessary to administer my estate, as well as any powers set forth in the statutes in the State of Pennsylvania relating to the powers of fiduciaries. � 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 e�ense or tax shall be paid from my trust or from my probate estate. � i= 7 �l f' Page 3 � Section 2. Tax Elections My personal representative, in its sole and absolute discretion, may exercise any a�ailable elections with regard to any state or federal t�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 t� purposes qualify for the federal estate t� 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 e�enses and claims and all estate, inheritance, and death taxes, excluding any generation-skipping transfer tu�, 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 tu� purposes, shall be chargeable against the persons receiving such property. Article Five Appointment of My Personal Representative I appoint STANLEY R. WARFEL to be my personal representative. If STANLEY R. WARFEL cannot act, or is unwilling to act, I appoint, in the order named, the following successor personal representatives: WILLIAM G. BAKER, III and CATHY L. BAKER. � � Pa e 4 � ���Y�� �� g � 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 February 13, 2002. � � ' G� (%� �' ��,�'vi.Z� L�''�� J CE A. MINNICH The foregoing Will was, on the day and year written above, published and declared by JOYCE A. MINNICH 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, JOYCE A. MINNICH was, according to our best knowledge and belief, of sound mind and memory and under no undue duress or constraint. � _, . � � . - � �;M1 .__._. I'�'NESS Address: L(,�.i �a,.1/L.� fw�.2- �...,._�.r 6,., i/'!C /i b�r� , ^':'i I. ,� ^�c...c.�.. IT SS � Address: � �!/ /�w� �" tr—ig,, r, �� L iC..) C?�-��' �is ��;- � �� ��v�� � J i�r���1 ����1� / Page 5 � STATE OF PENNSYLVANIA ) ) ss. COUNTY OF CUMBERLAND ) JOYCE A. MINNICH, C�k'��lt'.s�t-St���I/�� 71� , and Q� % T. ' �ia���✓ , the Testatr� and the witnes , respectively, whose names, re igned to the foregoing Will, having been sworn, declared to the undersigned officer that the Testatrix, in the presence of the witnesses, signed the instrument as her last Will, that she signed, and that each of the witnesses, in the presence of the Testatrix and in the presence of each other, signed the Will as a witness. ✓ry �,--� '� ,, ���',�����., JO� C A. MINNICH �_,� z _ > WITNESS � �° ,�c�r �.�--' W N S Subscribed and sworn before me by JOYCE A. MINNICH, the Testatrix, and by ��� �� J �� ,� �,/� , , ]Z�'and �����i 7.��,�u e r , the witnesses, on February 13, 200 . � ,: ./� � !,� ,%r� � ������� �� NO A� Y PUBLIC i My commission e�ires: - v��`° " ."� y, `�' 7 ., �1I�['IF}�lGl� t x ld �.3Y'E 2 } -F.. ?, �j tsUS�33714 s„�"3 , ¢ � � /ti1 � �' ► Page 6 __ . �_ .._ REGISTER OF WILLS CERTIFICATE OF CUMBERLAND COUNTY GRANT OF LETTERS PENNSYLVANIA No. 2014- 00339 PA No. 21- 14- 0339 Es ta te Of: JOYCE A M/NNICH lFirst,Middle,Lastl La te Of: WEST PENNSBORO TOWNSH/P CUMBERLAND COUNTY Deceased Social Securi ty No: WHEREAS, on the 14th day of April 2014 an instrument dated February 13th 2002 was admitted to probate as the last will of JO YCE A M/NN/CH (First,Middle,Lastl late of WEST PENNSBORO TOWNSH/P, CUMBERLAND County, who died on the 25th day of March 2014 and, WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, L/SA 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: WILLIAM G BAKER lll and CA THY L BAKER who have duly qualified as EXECUTOR(R/X) and have agreed to administer the estate according to law, all of which fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYL VANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office on the 14th day of April 2014. , ` ' , ��� r� � � /� ( �;1, J� , .; I � ` . Register of Wills : , !j �, / � t .. f 1 � � !� ,,:� �J �`.:;!�..i' �+,/ \ f � � �r . :��� f � _ � 1Deputy i� — 1 f� **nTnTR** AT,T. NAMF'.S ARnVF' APPFAR (FTR.4T. MTD1�r,F. LAST)