HomeMy WebLinkAbout04-23-14 ��c.�ca
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: Julia A.Roth File No: ��- �� — (,�;�,�
a1k/a: (Assigned by Register)
a/k/a:
a1k/a: Social Security No:
Date of Death: March 29,2014 Age at death: 97
Decedent was domiciled at death in Cumberland County, Pennsylvania (Srare)with his/her last
principal residence at 4905 East Trindle Road, 17050 Mechanicsburg Cumberland
Street address,Post Of£►ce and Zip Code City,Township or Borough County
Decedent died at 4905 East Trindle Road, 17050 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 Pennsylvania.. ............ . . . . . ...... . . . All personal property $ 3�iC � 0��;C�
If not domiciled in Pennsylvania. ....... ... ....... .. . . . . Personal property in Pennsylvania $
If not domiciled in Pennsylvania. ........ . . . ..... . . . . . .. Personal property in County $
Value of real estate in Pennsylvania... .. . . . . . ... . . . . . . .... . . .. ... ..... . . . ....... . .. . ........ $ a1p i 1�Go•ac
TOTAL ESTIMATED VALUE. ... $ •
Real estate in Pennsylvania situated at: 308 South Rupp Avenue, 17011 L,ower Allen Cumberland
(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 D�cedent,dated July 9, 1997 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
❑ B. Petition for Grant of Letters of Administration (If applicable)
� � � r�r1
c.t.a.,d.b.n.,d.b.n.c.t.a.,pendente lite,dur „s�asentia, nte��ytate
� � �
If Administration,c.t.a. or d.b.n.c.�a.,enter date of Will in Section A above and compl�Ee�st ef h '�s. � �
Except as follows: Decedent was not a party to a pending divorce proceeding wherein the grounds for divorce`�''�ac#�been;established��de�ined
in 23 Pa.C.S. §3323(g)and was neither the victim of a killing nor ever adjudicated an incapacitated person. r:;� �.y � —� �� ,�
Q NO EXCEPTIONS Q EXCEPTIONS � � � � ^= �
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Petitioner(s),after a proper search has/have ascertained that Decedent left no W ill and was survived by the followii�sp�e�pse(if any�)'and h�s�tach
additional sheets,if necessary): ,,+� p CJ� ,�
iV
Name Relationshi Address
Form RW-02 rev. /0/11/2011 Page 1 of 2
Oath of Personal Representative Official Use Only
COMMONWEALTH OF PENNSYLVANIA }
} SS:
COUNTY OF CUMBERLAND }
Petitioner(s)Printed Name Petitioner(s)Ptinted Address
Beverly R.Warren 41 West Maple Avenue,Shiremanstown,PA 17011
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 Dece nt,the P�t�ifii r(s)will well and truly administer the estate according to law.
Sworn to orr fi_rmed a d subscribed before`� _ `� y ' Date � `f �3 O i
me is� �day o � , ���'1' Date
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BY %� rt'i
H'drte m�
For the Register � �--� �
W -� � � � p
BOND Required: Q YES NO To the Register of WiUs: � � r�rt �„�,� ';°� p
FEES' Please enter my appearance by�ycsig�"ture below,:.% �
, ..._ ,
/ ^ �� � � 3 �
Letters . . . . . . . . . . . . . . . . . . . . . . $ lX�,� l Attorney Signature: c7 � -�rt � �,�—.,�
( 3 ) Short Certificate(s). . . . . . I`� ��� � � m
( )Renunciation(s).. . . . . . . . �� p � �
( )Codicil(s). . . . . . . . . . . . . --
( )Affidavit(s).. . . . . . . . . . .
Bond.. . . . . . . . . . . . . . . . . . . . . . .
Pr;nted Name: Andrew C.Sheely, sqwre
Commission. . . . . . . . . . . . . . . . . . Supreme Court �2469
O+tAher . . . . . . . . ID Number:
�� ' ' " ' ' ' ' ' ����Z� Andrew C.Sheely,Attorney at Law
� . , , . , , , (�,�? Firm Name:
��,�� �� � . . . . , . , �r�;�} Address: l27 South Market Street
P.O.Box 95
� � � � � � � � Mec an�cs urg,PA 17
. . . . . . . .
Phone: 717-697-7050
Automation Fee. . . . . . . . . . . . . . . �i,�%� Fax: 717-697-7065
JCS Fee. `�}--� �U Email: andrewcsheely@verizon.net
TOTAL. . . . . . . . . . . . . . . . . . . . . $ �d�'3 �
DECREE OF THE REGISTER
Estate of Julia A.Roth File No: �� "�`7 -���,�
aJk/a:
AND NOW,
�j� C^ � i � , c�-�,�f , in consideration of the foregoing Petition,
satisfactory proof having been presented efore me, IT IS DECREED that Letters Testamentary
are hereby granted to Beverly R.Warren
in the above estate and(if applicable)that
the instrument(s)dated July 9, 1997
described in the Petition be admitted to probate and filed of reco d as the last Will(a(d odicil(s))of Decedent.
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Fo,mRwoa rev. �oil�izo�r Page 2 of 2
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LAST WILL AND TESTAMENT;: � r� � � �- �
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JULIA A. ROTH o �
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I, JULIA A. ROTH, of Lower Allen Township, Cumberland
County, Pennsylvania, make, publish and declare this as and for
my Last Will and Testament, hereby revoking all other Wills and
Codicils 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 daughter,
BEVERLY R. WARREN.
SECOND: Should my daughter, BEVERLY R. WARREN, prede-
cease me, I devise and bequeath all the rest, residue and remain-
der of my estate of whatever nature and wherever situate, includ-
ing any property over which I hold power of appointment and
together with any insurance policies thereon, as follows:
(A) Ten (10%) percent thereof to ST. JOHN' S LUTHERAN
CHURCH, of 44 W. Main Street, Shiremanstown, Pennsylvania, to be
used for general church purposes.
(B) Thirty (30%) percent thereof to my son-in-law,
ROBERT E. WARREN, provided, however, that should he predecease
me, I direct that his share under this, my Last Will and Testa-
ment, pass, in equal shares, to his children, BRADLEY S. WARREN
and BRETT A. WARREN.
(C) Thirty (30%) percent thereof to my grandson,
BRADLEY S. WARREN, provided, however, that should he predecease
me, I direct that his share or shares under this, my Last Will
� and Testament, pass, in equal shares, to my son-in-law, ROBERT E.
WARREN and my grandson, BRETT A. WARREN.
(D) Thirty (30%) percent thereof to my grandson, BRETT
A. WARREN, provided, however, that should he predecease me, I
direct that his share or shares under this, my Last Will and
Testament, pass, in equal shares, to my son-in-law, ROBERT E.
WARREN and my grandson, BRADLEY S. WARREN.
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-
ty, 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
oFtions 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
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
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
2
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, trans-
fer, 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.
FIFTH: All interests hereunder, whether principal or
income, which are undistributed and in the possession of the
fiduciaries acting hereunder, even though vested or distribut-
able, shall not be subject to attachment, execution or sequestra-
tion for any debt, contract, obligation or liability of any
beneficiary, and furthermore, shall not be subject to pledge,
assignment, conveyance or anticipation.
SIXTH: I nominate and appoint BEVERLY R. WARREN,
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 BEVERLY R. WARREN, I nominate and appoint
ROBERT E. WARREN, 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 `�' day ofG��
, 1997 .
' � ' Ci` (SEAL)
JUrIA A. ROTH
3
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
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Address
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OATH OF SUBSCRIBING WITNESS(E� �, "� w ��
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. C� � T <..,� Q
REGISTER OF WILLS ;° � ��' 3 � �
CUMBERLAND COUNTY, PENNSYLVAN� � � �-r'- �
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Estate of JULIA A. ROTH
, Deceased
James D. Bogar
, (each) a subscribing witness to
�Prrnt Name/sJ
the❑� Will ❑Codicil(s)presented herewith, (eae�) being duly qualified according to law, depose(s) and
say(s) that she/�/they �/were present and saw the above Testator/ estatri sign the same
and that she/ le/they signed the same and that she/�/they signed as a witness at the request of
the Testator/ estatrix in Q/his presence and in the presence of each other.
�
(Signature) (Sagnat e)
1 West Main Stre t
(Street Address) (Street Address)
Shiremanstown,PA 17011
(Ciry,State,Zip) (Crty,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 ��s� day
of , of �[�-,� , c�l��
L ,
Deputy for Register of Wills Notary Public
MyCommissionExpires: �o�I�al�s
(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 n
Form RW-03 rev. 1 D.!3.06 �d,(,ENGE1.,N�T���e�'
SNIREMANSTOWN BORO.CUMBERlANO C011N1�1
Nry COMMISSION EXP�RES DECEMBER 12,2�15
OATH OF NON-SUBSCRIBIN� WITNESS(ES)
RF,GISTER OF WILLS
CUMBERLAND COUNTY, P�NNSYLVANIA
Estate of JULIA A. ROTH
, Deceased
Beverly R.Warren �d
,
(each) being duly qualified according to law, depose(s) and say(s) that she/-�e�ke� was/�e�e well-
ac uainted with JuliaA. Roth
q and arr�/�- familiar
with the handwriting and signature of the decedent, and that the signature of Julia A. Roth
to the foregoing instrument purporting to be the Last Will and Testament/Codicil of
Julia A. Roth is in l�slher own proper handwriting.
� �
(Signature) (Signa�iire) ��'
� l
41 West Maple venue
(Street Address) (Street Address)
Shir�manstown,PA 17011
(ciry,state,zip) � � (crry,srare,z,n)
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Executed in Register's Office c o � ? rn
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Sworn to or affirmed and s bscribed C° -�v � �-' °
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r �, D �- N �W, `�
before me this f"� ���� �'
. daY �,. � m ca :�7 c3
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of ,�`fJ/�` • �:i c� �, -n -�� -,n
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Deputy for Reg' ter of Will
Form RW-04 rev. 10./3.06
REGISTER OF WILLS CERTIFICATE OF
CUMBERLAND COUNTY GRANT OF LETTERS
PENNSYLVANIA
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No. 2014- 00395 PA No. 21- 14- 0395
Estate Of: JULIA A ROTH
� (First,Middle,Lastl
La te Of: LOWER ALLEN TOWNSHIP
CUMBERLAND COUNTY
Deceased
Social Security No:
WHEREAS, on the 23rd day of April 2014 an instrument dated
July 9th 1997 was admitted to probate as the last will of
JULIA A ROTH
(Fiist,Middle,Last)
late of LOWERALLENTOWNSH/P, CUMBERLANDCounty,
who died on the 29th day of March 2014 and,
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, LISA M. GRA YSON, ESQ. , Regi s ter of Wi 11 s in and
for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby
certi fy tha t I have thi s day gran ted Let ters TESTAMENTARY to:
BEVERL Y R WARREN
who has duly qualified as EXECUTOR(R/X)
and has agreed to administer the estate according to law, a1I 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 23rd day of April 2014.
,
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Deputy �
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**NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST)