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HomeMy WebLinkAbout07-08-14 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 �,,J Name: Elsie W. Swenson File No: �/ � /-� 3� a/k/a: (Assigned by Register) a/k/a: a/k/a: Social Security No: Date of Death: 06/12/2014 Age at death: 78 Decedent was domiciled at death in Cumberland County, pennsylvania (srare)with his/her last principal residence at 5225 Wilson Lane Mechanicsbure,PA 17055 Cumberland.PA Street address,Post Office and Zip Code City,Township or Borough County Decedent died at 5225 Wilson Lane,Lower Allen Twn„ Mechanicsburs,PA 17055 Cumberland PA Street address,Post Oftice and Zip Code City,Township or Borough County State Estimate of value of decedent's property at death: If domici[ed in Pennsylvania.. ........ . . ... . ..... . ... . .. All personal property $ 1,000,000.00 If not domiciled in Pennsylvania. ........ . ........ .... .. Personal property in Pennsylvania $ If not domiciled in Pennsy[vania. ........ . . ....... ... . .. Personal property in County $ Value of rea[estate in Pennsylvania........... . ..... ... ... .. . .... .. ... .. ... . ... . ... ......... $ TOTAL ESTIMATED VALUE. ... $ 1.000.000.00 Real estate in Pennsylvania situated at: None (Attach additional sheets,if necessary.) Street address,Post Oftice and Zip Cade 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 December 13,2012 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. Q NO EXCEPTIONS Q EXCEPTIONS � B. Petition for Grant of Letters of Administration (ifapplicabte) 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 Q EXCEPTIONS Petitioner(s),after a proper search has/have ascertained that Decedent left no Will and was survived by the foliowing spouse(ifany)and heirs(attach additional sheets,ifnecessary): .,_3 :� Name Relationshi Address � '� ��� '�"'�' C !,:;7 �,'T-..!� f'"" ;:�,:;1' �Ci'> _ Op >y f— CJ -� r_.. C">C- O�= � -�...� .. `�... �- ca Form RW-02 rev.10/I1/2011 Page 1 of 2 Oath of Personal Representative Official Use Only COMMONWEALTH OF PENNSYLVANIA } ,.....,� } SS: n ,--rs COUNTY OF Cumberland } �� � � � ? � s�.../ Petitioner(s)Printed Name Petitioner(s)Printed Address —=�� � _ _C.'.i . _�.i ; .;.. ' -..': Robert Woodrin 615 Trum Avenue Connellsville PA 15425 ac� r --� L ,. . , _ J C.:_ �: - �; - , -_ b -y � �.� 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 s ribed before e����-�'/ v Date 7--��i —��'� me t ' da o �/ Date By' Date or t Register Date BOND Required: Q YES Q NO To the Register of Wills: FEES: Please enter my appearance by my signature below: /e �00 Let rs . . . . . . . . . . . . . . . . . . . . . . $ (f' O� Attorney Signature: ( � ) Short Certificate(s).. . . . . ( )Renunciation(s).. . . . . . . . ( )Codicil(s). . . . . . . . . . . . . ( )Affidavit(s).. . . . . . . . . . . Bond.. . . . . . . . . . . . . . . . . . . . . . . Printed Name: Commission. . . . . . . . . . . . . . . . . . Supreme Court O he• . . . . . , . . �O ID Number: . . . . . . . . Firm Name: f. . . . . . � d Address: . . . . . . . . Phone: Automation Fee. . . . . . . . . . . . . . . Fax: JCS Fee. . . . . . . . . . . . . . . . . . . . . • � Email: TOTAL. . . . . . . . . . . . . . . . . . . . . $ „-6°b�"_ � ���5� DECREE OF THE REGISTER Estate of Elsie W. Swenson File No: ��—�'7' (��� a/k/a: AND NOW, , �� , in con ' ratio of the fore oing Petition, satisfactory proof h ving b presented before me,IT IS EC EED t a etter � G/� � are hereby granted to C'r� /" in t a ove estate and(if applicable)that the instrument(s) dated CE'/►� (J described in the Petition be admitted to probate and filed of rec as the last ill (and C ' il(s)) of Decedent. ster of Wills Form RW-01 rev. 10/11/2011 e 2 � . . REGISTER OF WILLS CERTIFICATE OF CUMBERLAND COUNTY GRANT OF LETTERS PENNSYLVANIA ,� � No. 2014- 00633 PA No. 21- 14- 0633 Es ta t e Of: EL SlE W SWENSON (First,Middle,Last1 La te Of: LOWER ALLEN TOWNSHIP CUMBERLAND COUNTY Deceased Social Securi ty No: WHEREAS, on the 8th day of July 2014 an instrument dated December 13th 20I2 was admitted to probate as the last will of ELSIE W SWENSON (first Middle,Lastl late of LOWERALLEN TOWNSH/P, CUMBERLAND County, who died on the 12th day of June 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: ROBERT WOODRING who has duly qualified as EXECUTOR(R/X) and has 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. I�TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal �d� my'.'bffice �n the 8th day of July 2014. u-' °:� A__.a. -, ', .. —... v ! ,- �, � j Q ; : ��.- v �� - -->0 ; � ��� � �; � ' q,� ; �y- �_..�- _ Reg�ster of i s`l r7� , � �� �f c� � � � -'�� ,� ��C..�• �1 �% ,,� ;� ....7 �.1.p' l ,[. �t_..�' a ��-3= ��. � Deputy C�� �` , ``' �' !�._�. **NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST) � n �� � �-- �� � ��� LAST WILL AND TESTAMENT �i � r�'� �7� - t" � .� Jl7 �F ��+�' � r--4 -r G C,�� l CO _ . ELSIE W. SWENSON ��, A ,�r_t-; ti``�.,� ' :� - �"? � �J .;_= °�� .._. `� p _~ ! i:n � �7 I, ELSIE W. SWENSON, currently of Mechanicsburg, Cumberlar� T' County, Pennsylvania, being of sound mind, memory and understanding do make, publish and declare this to be my Last Will and Testament, hereby revoking all other Wills and Codicils to Wills heretofor.e made by me. I. I direct that my body shall be cremated and that my ashes be interred in the Presbyterian Cemetery in Rices Landing, Pennsylvania. II. I order and direct the payment of all my just debts, expenses of cremation and expenses of a private service, as soon as conveniently may be made after my decease. III. I direct that gift, estate, inheritance and succession taxes on property passing by virtue of my death, whether under this Will, or by inter vivos settlements, power of appointment, tenancies by the entireties, other co- tenancies, or otherwise, shall be paid out of the principal of my general estate to the same extent as if said taxes were an expense of administration, and all legacies, devises, and other gifts of principal and income made by this Will shall be free and clear thereof. In the absolute discretion of my Executor, he may pay such t�es immediately, or may postpone the payment of such taxes on future or remainder interest until the time of possession thereof accrues to the bene�ciary. Page 1 of 5 IV. I give, devise and bequeath to my nephew ROBERT WOODRING and his wife JANI WOODRING, currently of Connellsville, Pennsylvania, those items of my furniture which they might desire for their personal use and enjoyment. V. I give, devise and bequest the sum of ten thousand dollars ($10,000) to my aid, TRISHA ESLINGER, currently of Mechanicsburg, Pennsylvania. VI. All the rest, residue and remainder of my tangible personal property and of my real estate, wheresoever situate, shall be sold by my Executor and the proceeds added to my residuary estate. VII. I hereby give, devise and bequeath all tl-�e rest, residue and remainder of my Estate, to the following individuals and organization in the percentages designated: (a) Five percent (5%) of said residue to my brother, JAMES R. WOODRING, currently of Waynesburg, Pennsylvania; (b) Seventy percent (70%) of said residue to ROBERT and JANI WOODRING, currently of Connellsville, Pennsylvania; (c) Ten percent (10%) of said residue to my sister, THRESSA DULANEY, currently of Waynesburg, Pennsylvania; (d) Five percent (5%) of said residue to be held in Trust by JANI WOODRING to be used, in her discretion, for the college and/or post-graduate education of RYAN HUEY; and Page 2 of 5 (e) Ten percent (10%) of said residue to BETHANY VILLAGE - CARE ASSURANCE ENDOWMENT FUND. Should any of the beneficiaries fail to survive me or not be in existence at the time of my decease, then his, her or its bequest shall become part of the residue to be bequeathed to the remaining beneficiaries pro rata. VIII. I nominate, constitute and appoint my nephew, ROBERT WOODRING of Connellsville, Per�nsylvania as Executor of tnis my Lasi. Will and Testament. In the event he is unable or unwilling to serve, I nominate, constitute and appoint JANI WOODRING, as successor Executrix. IX. I direct that my Executor or successor Executr� shall not be required to enter security or bond in any jurisdiction in which he or she may act; but if, notwithstanding this direction, a bond is required, I direct that a surety bond shall not be required. X. My Executor or Successor Executrix shall have the following powers in addition to those vested in them by law and by other provisions of my Will, applicable to a?1 propertyT, whether principal or inccme, exerc�sable with�ut court approval, and effective until actual distribution of all property: (a) to retain any or all of the assets of my estate, real or personal, without regard to any principle of diversification or risk; (b) to invest in all forms of property, including stocks, common trust funds and mortgage investment funds, without Page 3 of 5 restriction to investments authorized for Pennsylvania fiduciaries, as he or she may deem proper; (c) to sell at public or private sale, to exchange or 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 or conditions as he or she deems proper; (d) to allocate receipts and expenses to principal or income or partly to each as he or she from time to time may think proper; (e) to borrow money from any person or institution and to mortgage or pledge any or all real or personal property as my Executor or successor Executrix, in their sole discretion, shall choose, without regard for the dispositive provisions of this instrument; (� to register securities in street names or in the name of a nominee or in such manner that title shall pass by delivery and to vote, in person or by proxy, securities held hereunder and in such connection to delegate discretionary powers; (g) to compromise any claim or controversy; (h) to choose the optional valuation date for estate or inheritance tax purposes; (i) to exercise any law-given option to treat adminis- trative expenses either as income or as estate tax deductions, without regard to whether the expenses were paid from principal or income; (j) to exercise any law-given option to pay death taxes in installments, the payment of interest due on such installments to be charged against principal; and Page 4 of 5 (k) to make distribution in cash or in kind, or partly in cash and partly in kind, and in such manner as he or she may determine, and at valuations finally to be f�ed by him or her. XI. I direct that all legacies, shares or interests in my estate, whether principal or income, while in the hands of my Executor or successor Executrix or Trustee, shall not be subject to execution, attachment,judgment, sequestration or any other process for any debt, obYigatiori, contract or er�gagemEnt af any beneficiary, and shall not be subject to pledge, assignment, conveyance of anticipation, and the personal receipt of the beneficiary or said beneficiary's guardian shall be sufficient and only discharge of my Executor or successor Executrix or Trustee for payment of either principal or income. IN WITNESS WHEREOF, I have hereunto set my hand and seal this �� day of December, 2012. . � .rr�--_._ ELSIE W. SWENSON The foregoing instrument was in our presence signed by ELSIE W. SWENSON and declared by her to be her Last Will and Testament. We, at h�r request and in her presence and in the presence of each other, all being present at the same time, have herewith submitted our names as witnesses. �s %�J�� ��.�-residing at .�a�S Y✓�c 5 6nr tN ,9�T 9ia/ /��-,r��r��v;rs���y� /�R J '70J S �a��-�-�,a.,P,-�-e--,. residing at ���s w 3-cs��; �,�1 I�p t tt- �)o i m F�.xR�1cs$�R6� 4�R /�vSS Page 5 of 5 ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA ) /; I ) SS: COUNTY OF l.��1 f'Y1��t^�Gi Y)C�. ) I, ELSIE W. SWENSON, the Testatrix whose name is signed to the foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; and that I signed it willingly and as my free and voluntary act for the purposes therein expressed. L�;� ELSIE W. SWENSON AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA ) ) SS: couN� oF�� vr► b�r�q nd�. � We, T/�o�/1-r �? F�//�B/NN and M��eZ �o� F AB:r�� , �e witnesses, respectively, whose names are signed to the attached or foregoing instrument, being duiy qualified according to law, do depose and say that we were present and saw the Testatrix sign and execute the instrument as her Last Will; that the Testatrix signed willingly and executed it as her free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testatrix signed the Will as a witness; and that to the best of our knowledge the Testatrix was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. �Grl�(J--�-e-rtJ and fYlcz.u. � •��.�r-+--+�c�.�� _ � ' WITNESS WITNESS Sworn to and subs ribed before me this���lay o ecember, 2012. Notary Public My Commission Expires: ��-T��F�N�Snv�NtA r�o�ai seai C�rtdt�la R.Dt�belbis,NotarY PuhNc (SEAL) ah'or rw'"�t""�'°auq,�°c°`"�cy My�bn ExpMes Sept.3.T015 MHABER, vMrtA ASSOCfA7t0l10F NOTARIES