HomeMy WebLinkAbout06-27-14 _ _
.
IN RE: ESTATE OF EDWARD L. ZEIGLER : IN THE COURT OF COMMON PLEAS
: OF CUMBERLAND COUNTY, ,...,.,
r-�
: PENNSYLVANIA �`? � �; �
: ORPHANS' COURT DI�ION c_ ;;`� �?
C� -
' �"1 .r-G {:�.i .:.'7
� �,-..
On Petition of Michael L. Zeigler : NO. 21-14��(��'(�- , � �`� ' rT�
� 7
� . �
_. � .
_ ` : : , ,__,
� � �, . --D ; -.r,
PETITION FOR PROBATE AND GRANT OF LETTERS.O�' �`' � - �-
'V �,:_ i ii
PHOTOCOPY OF THE �,M =i r---
LAST WILL AND TESTAMENT OF EDWARD L. ZEIG�ER � `�' -"T,
NOW COMES, Petitioner, Michael L. Zeigler("Petitioner"), by and through his attorney,
Linda J. Olsen, Esquire, and files the within Petition for Probate and Grant of Letters of
Photocopy of the Last Will and Testament of Edward L. Zeigler, and in support thereof, avers as
follows:
1. Petitioner, Michael L. Zeigler, is an adult individual residing at 312 North 2nd
Street, Wormleysburg, Cumberland County, Pennsylvania 17043.
2. Petitioner is the son of Edward L. Zeigler ("Decedent") who died on May 25,
2014. A copy of the death certificate is attached hereto as Exhibit "A".
3. At the time of his death, Decedent resided in a nursing home at 1100 Grandon
Way, Mechanicsburg, Cumberland County, Pennsylvania 17050.
4. Decedent's surviving heirs are his son, Michael L. Zeigler, and his minor
granddaughter, Hannah Zeigler, daughter of Randy E. Zeigler.
5. On November 11, 2002, Decedent executed a Last Will and Testament ("Will"), a
copy of which is attached hereto as Exhibit "B".
6. The Will was prepared by Thomas J. Ahrens, Esquire, then of Mechanicsburg,
Pennsylvania.
7. Witnesses to the Decedent's Will dated November 11, 2002 were Thomas J.
Ahrens and Ashley J. Pisanick.
8. The Will contains a self-proving affidavit.
9. The Will bequeaths two-thirds of the residue of decedent's Estate to his son,
Michael L. Zeigler, and one-third of the residue of decedent's Estate to his son, Randy E.
Zeigler,per stirpes.
10. Randy E. Zeigler predeceased Edward L. Zeigler in 2011, but is survived by one
daughter, Hannah Zeigler.
11. Hannah Zeigler is entitled to receive her deceased father's share of the Estate of
Edward L. Zeigler.
12. Hannah Zeigler is a minor, sixteen (16) years of age, having a date of birth of
December 31, 1997.
13. On October 11, 2013, Michael L. Zeigler was appointed as Guardian of the Estate
of Hannah Zeigler as to the Residuary Distributive Share from the Estate of decedent's wife,
Jean L. Zeigler.
14. Any distributive share under the Will of Edward L. Zeigler could be added to the
account established for the benefit of Hanna Zeigler with Michael L. Zeigler as Guardian to be
held until she attains the age of eighteen (18) years.
15. Petitioner made a diligent search for the original Will, including making inquiries
with the drafting attorney, Thomas J. Ahrens, Esquire, who is now living in Charlotte, North
Carolina, but the original Will cannot be found.
16. At some point after the execution of the Will, the original was apparently lost.
17. There is only one probate asset of the estate; a bank account at PNC Bank having
an approximate date of death value of$17,000, and in accordance with the terms of the Will, the
amount remaining in the bank account, after payment of estate expenses and administration
costs, is to be distributed two-thirds to Michael L. Zeigler and one-third to Hannah Zeigler,
surviving issue of Randy E. Zeigler.
18. The Will names Decedent's son, Michael I. Zeigler, as Executor.
19. There are no other interested or adverse parties to this proceeding other than
Petitioner, Michael L. Zeigler, and Hannah Zeigler, sole surviving issue of Randy E. Zeigler.
20. Counsel for Petitioner does not believe that a hearing on this matter is necessary,
and Petitioner respectfully requests that a hearing be waived.
WHEREFORE, Petitioner respectfully requests that a photocopy of the Last Will and
Testament of Edward L. Zeigler dated November 11, 2002 be admitted to probate as if it were
the original and that Letters Testamentary be granted to Petitioner, Michael L. Zeigler.
Respectfully submitted,
Hazen Elder Law
� ����
Date: !� �6 I`� By: �—
Lind� J. Olse Esquire
Attorney ID No. 92858
2000 Linglestown Road, Suite 202
Harrisburg, Pennsylvania 17110
(717)540-4332
lolsen(�a,hazenelderl aw.com
Attorney for Petitioner
_ _
- - -
EXHIBIT "A"
EXHIBIT "B"
LAST WILL AND TESTAMENT
OF
EDWARD L. ZEIGLER
I, EDWARD L. ZEIGLER, of Cumberland County, Pennsylvania, declare this to
be my Last Will, hereby revoking all prior wills and codicils.
FUNERAL EXPENSES
FIRST: I direct the payment of my funeral expenses, including my gravemarker,
as soon as may be convenient after my death.
PAYMENT OF DEATH TAXES
SECOND: I direct that all taxes that may be assessed in consequence of my
death, of whatever nature and by whatever jurisdiction 'iiiiposed, shall be paid from my
residuary estate as a part of the expense of administration of my estate.
PERSONAL PROPERTY
THIRD: I bequeath those items of my household furnishings, personal effects,
and personal property as I may set forth in a separate signed memorandum to the persons
named in that memorandum. '
DISTRIBUTION OF RESIDUE .
FOURTH: I give two-thirds of the residue of my estate to my son, Michael L.
Zeigler, and one-third of the residue of my estate to my son, Randy E. Zeigler, providing
they shall survive me for a period of thirty (30) days. The share of any child who
predeceases me or dies on or before the thirtieth day following my death shall be
distributed to his or her issue, per stirpes, living on the thirty-first day following my
death, and in default of any such then-living issue, such share shall be added to the share
or shares for my other children.
PROTECTION OF BENEFICIARIES
(Spendthrift Provision)
FIFTH: No interest in income or principal shall be assignable by a beneficiary or
available to anyone having a claim against a beneficiary before actual payment to the
beneficiary.
TRUSTEE OF ESTATE OF
MINORS AND INCAPACITATED BENEFICIARIES
SIXTH: If any income or principal shall be payable to any person who shall�be a
minor or who shall be incapacitated for any reason, my executor, as trustee shall hold
such income and principal during minority or incapacity and shall be entitled to apply
such income and principal to the health, maintenance, support and education of such
person during minority or incapacity without the appointment of any guardian or
committee or any authority of court. My trustee shall be entitled to make direct
application hereunder or to make application by payment of income and principal to the
parent or other person in charge af such minor or incapacitated person, or to his or her
guardian or to a custodian under the Uniform Transfers to Minors Act. Trustee may, in
discharge of all the Trustee's duties, pay any minor's share deemed impractical of
administration to the parent or other person in charge of the minor or to his or her
guardian or to a custodian for the minor under the Uniform Transfers to Minors Act. Any
remaining income and principal to which such person shall be entitled shall be distributed
to such person upon such person reaching the age of 18. My Trustee shall have the same
powers as my executor and shall serve without bond.
POWERS OF EXECUTOR
SEVENTH: I confer upon my executor the right to sell or otherwise convert any
real or personal property at public or private sale, at such time or times, in such manner,
and for such price or prices, and upon such terms and conditions as my executor shall
determine, and to execute and deliver good and sufficient conveyances, assignments and
transfers thereof, without liability of any purchaser for the application of any
consideration; to borrow money and to secure its payment by mortgage of real or
personal property, pledge of investments or otherwise, without liability on the part of the
lenders to see to the application thereof; to retain any investments at discretion; to invest
and reinvest at discretion, without restriction to so-called "legal investments;" to make
distribution in cash or in kind; and to do all other acts and things necessary or appropriate
in the management, administration and distribution of my estate.
APPOINTMENT OF EXECUTOR
EIGHTH: I appoint Michael L. Zeigler, executor of my will. If Michael L.
Zeigler is unable or unwilling to qualify as executor or having qualified is unable or
unwilling to act, I then appoint Randy E. Zeigler as executor hereof. I direct that my
executor shall not be required to furnish security in any jurisdiction.
INTERCHANGEABILITY OF LANGUAGE
NINTH: Words used in the singulax may be read to include the plural or the
plural may be read as the singular. Similarly, the masculine form may be read to include
the feminine and neuter; the feminine may be read to include the masculine and neuter;
� and the neuter may be read to include the masculine and feminine.
HEADINGS
TENTH: The headings used on the various paragraphs of this will are included
for convenience only and shall have no legal significance.
I have signed this will this 11 t� day of November, 2002
�
Edward L. Zeigler
� /../ ��1
V
Thomas J. hrens
As ley J. is nick
ACKNOV�LEDGEMENT and AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA:
: SS.
COUNTY OF CUMBERLAND :
I, Edward L. Zeigler, the testator in, and Thomas J. Ahrens and Ashley J. Pisanick,
the witnesses to the last will, the attached or foregoing instrument, who have signed the
instrument, having been duly qualified according to law do depose and say:
(a) that I, the testator, do hereby acknowledge that I signed and executed the
instrument as my last will, that I signed it willingly and as my free and
voluntary act for the purposes therein expressed; and
{b) that we, the witnesses, were present and saw the testator sign and execute the
instrument as his last will, that he signed it willingly and executed it as his free
and voluntary act for the purposes therein expressed; that each of us in the
hearing and sight of the testator signed the will as a witness and that to the best
of our knowledge the testator was at that time 18 or more years of age, of
sound mind and under no constraint or undue influence.
� � .
Edward L. Zeigler
�� �
l
Witness, Thom J. Ahrens
��
Witness, J. Pisanick
NOTARIAL SEAI.
JUDD kl.ANRENS,NOTARY PUBLIC �
MECHANICSBURG BORO.,CUMBERLAND C0. �
MY COMMISSION D(PIRES MAY 23 2005
otary Public
IN RE: ESTATE OF EDWARD L. ZEIGLER : IN THE COURT OF COMMON PLEAS
: OF CUMBERLAND COUNTY,
: PENNSYLVANIA
: ORPHANS' COURT DIVISION
On Petition of Michael L. Zeigler : NO. 21-14
CERTIFICATE OF SERVICE
I, Linda J. Olsen, Esquire, certify that on �,�,,,,� �� , 2014, I served a
true and correct copy of the within Petition for Probate and Grant of Letters of Photocopy of the
Last Will and Testament of Edward L. Zeigler on the parties named below, by depositing same
in the United States mail, first class, postage prepaid, addressed as follows:
Michael L. Zeigler
312 North 2nd St.
Wormleysburg, PA 17043
Hannah Zeigler
c/o Sarah Zeigler
15579 Catamaran Court
Dumfries, VA 22025-1248
B : w L���
Y
J. Olsen squire
Attorney ID No. 92858
2000 Linglestown Road, Suite 202
Harrisburg, Pennsylvania 17110
(717)540-4332