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HomeMy WebLinkAbout07-18-14 - _ _ _ _ _ � rcesei 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 respectfiilly request(s)the grant of Letters in the appropriate form: Decedent's Information � jn Name: Nancy N.Catlin File No: ��" ��'Gj(0 7 a/k/a: (Assigned by Register) a/k/a: a/k/a: Social Security No: Date of Death: Julv 10,2014 Age at death: 74 Decedent was domiciled at death in Cumberland County, Pennsvlvania (State)with his/her last principal residence at 31 Presidents Drive,Mechanicsburg,PA 17050 Silver Snring Twp Cumberland Street address,Post Office and Zip Code City,Township or Borough County Decedent died at 100 Mount Allen Dr. Mechanicsburg PA 17055 Unner Allen Twp Cumberland PA Street address,Post Office and Zip Code City,Township or Borough County State Estimate of value of decedenYs property at death: If do»zicilerl in Pennsylvar:ia.. ...... . . ... . . ......... . . .. All personal property $ 200,000.00 If not domiciled in Pennsylvania. ... . ..... .... . . ........ Personal property in Pennsylvania $ If not rlohiicilerl in Pennsylvani�. ... . ......... ...... . . .. Personal property in County $ Vala�e of real estate in Pennsylvania.. . ... .. ........ .. . ..... . .... ........ ........ .. ... ....... $ 400,000.00 TOTAL ESTIMATED VALUE. ... $ 600,000.00 Real estate in Pennsylvania sit��ated at: 31 Presidents Drive Mechanicsburg,PA 17050 Silver Spring Twp 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 January 17,2013 and Codicil(s) thereto dated State relevant circumstances(e.g.renui:ciatior�,death of executo,etG) Except as follows:after the execution of the instniment(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 bom or adopted;and Decedent was neither the victim of a killing nor ever adjudicated an incapacitated person. �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 minoritnte If Administration,c.t.c�. or d.b.n.c.t.a.,enter date of Will in 5ection 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 estaT�shed as d�ed in 23 Pa.C.S. §3323(g)and was neither the victim of a killing nor ever adjudicated an incapacitated person. �O �— ��� �•»r% �! C"" !�,-->�-� �NO EXCEPTIONS �EXCEPTIONS �p-U c -r —rT-- Petitioner(s),after a proper search has/have ascertained that Decedent left no Will and was survived by the followin��ts�(if any�d he�rs;(�Zltikch additionnl sheets, if necessary): U - -,•, .,.�....j_� Name Relationship Addtessn�°=' �' __�� '��7 � `� Form RW-02 rev.10/11/2011 Page 1 of 2 Oath of Personal Representative ofs��ai use on�Y COMMONWEALTH OF PENNSYLVANIA } } SS: COUNTY OF CUMBERLAND } '`ti> ._-- ;� Petitioner(s)Printed Name Petitioner(s)Printed Address �-� „_ `�r-' �,7�„r <: Denise Grover 239 Red Haven Road,New Ctunberland,PA 17070 =`' ' "' ` ' c:]��� -_ `_. �� � -7 . ;-=; � ,�_.�� �, `./'? The Petitioner(s)above-named swear(s)or affirm(s)the statements in the foregoing etition are tnie and correct to the best of the knowledge and belief of Petitioner(s)and that,as Personal Representative(s)of th cedent,the Petitio r(s)will well and tntly administer the estate according to law. Sworn t l�ffirmed a ub ribed be re s� Date �-1�-�'�' me t i L� day of , t>�� Date gy• ,L Date Fo the Register Date BOND Required: Q YES � NO To the Register of Wills: FEES' Please enter my appearance by my signature below: Letters . . . . . . . . . . . . . . . . . . . . . . $ 460.00 Attorney Signature: ( 2p) Short Certificate(s). . . . . . 100.00 . ( )Renunciation(s).. . . . . . . . ( ) Codicil(s). . . . . . . . . . . . . ( )Affidavit(s).. . . . . . . . . . . Bond.. . . . . . . . . . . . . . . . . . . . . . . Printed Name: Marvin Beshore Commission. . . . . . . . . . . . . . . . . . Supreme Court Other . . . . . . . . ID Number: 31979 I�.1— . . . . . . . . . �O p Inh Tax Return . . . . . . . . 15.00 Firm Name: Law Office of Marvin Beshore Inventory . . . . . . . . 15.00 Address: i�(1 State Street . , . , . . . . P(1 Rnx946 . , . . . . . . Harrisburg PA 17108-0946 . . . . . . . Phone: (717)236-0781 Automation Fee. . . . . . . . . . . . . . . 5.00 Fax: (717)236-0791 JCS Fee. . . . . . . . . . . . . . . . . . . . . 33.50 Email: mhPChrirPnhPChnrPlaw rnm TOTAL. . . . . . . . . . . . . . . . . . . . . $ 628.50 DECREE OF THE REGISTER Estate of Nancv N.Catlin File No: ��'�`7�`- � `' a/k/a: AND NOW �'d�� , �� ,in consideration of the foregoing Petition, � satisfactory proof h ing be esented before me, IT IS DECREED that Letters Testainentarv are hereby granted to Denise Grover in the above estate and(if applicable)that the instniment(s)dated Januarv 17 2013 described in the Petition be admitted to probate and filed of re rd as the last Will (and C d' il(s)) of Decedent. �17�' gi er of Wills Form RW-02 rev.10/11/2011 e�2 �J REGISTER OF WILLS CERTIFICATE OF CUMBERLAND COUNTY GRANT OF LETTERS PENNSYLVANIA � �� - No. 20 94- 00669 PA No. 21- 14- 0669 Es ta te Of: NANCY N CATLIN /First,Middle,Lastl La t e Of: SlL VER SPRING TO WNSHIP ;:W; CUMBERLAND COUNTY �.-- _,-, ' � C p �-.r�`' ?�; C_.. -+r'�C� i Deceased �-��.- � r `--- � Social Securi ty No: � .�;> r` �_' � �� �� � ;^ i r T�,� I . ���;�` � . ..i . . ��';:.. �,� ,c. WHEREAS, on the 18th day of July 2014 an instrument da� � �"�' `'`{� --= � .; - y N �.�� r;'i January 17th 2013 was admitted to probate as the last will�f �- `''� ,c� I NANCY N CATLIN � lFiist,Middle,Last) � � late of S/LVER SPR/NG TOWNSH/P, CUMBERLAND County, who died on the lOth day of July 2014 and, WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, LISA M. GRAYSON, ESQ. , Register of Wi11s in and for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to: DENISE GRO VER 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 CUMBERLAN� COUNTY COURT HOUSE, CARLISLE, PENNSYLVANIA. � IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office on the 18th day of July 2014. �` � r', � �,� � �,�J ` .��� �, Regist o ills f ,� ��.�'�� , � ,��. �,f r` DeputY � e t �J_ � **NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST) _. _ _ ._ _ C'-�F . , . � ��-�^-� �'7 �O � {��C� � `•7 C> �-e� ._ � � _� �� i. � � I-', LAST WILL AND TESTAMENT �� °O ' `-- ��-.;, ...o _ _ c->�:� � -- -�-'� c�c-, °�_� �— o f : � �,;, . :-:; _, �— .��°. c,� `�Q n� NANCY N. CATLIN I,NANCY N. CATLIN, of 31 Presidents Drive,Mechanicsburg, Silver Spring Township, County of Cumberland, and Commonwealth of Pennsylvania,being of sound and disposing mind,memory and understanding, do make,publish and declare this as and for my Last Will and Testament, hereby revoking and making void all former wills and codicils by me at any time heretofore made. 1. I order and direct that all my debts and funeral expenses be paid by my Executrix, . hereinafter named, as soon as conveniently may be done after my death. 2. I nominate, constitute and appoint my niece, DENISE GROVER,to be the Executrix of this, my Last Will and Testament. 3. I give, devise, and bequeath a one-third('/s) share of my estate to my niece, DENISE GROVER, of Fairview Township, York County, Pennsylvania; and a one-third ('/s) shaxe of my estate to my niece, SUSAN WILSON, of Warrington, Bucks County,Pennsylvania, provided that they survive me by sixty(60) days. In the event that either DENISE GROVER or SUSAN WILSON predecease me or fail to survive me by sixty(60) days, I hereby give, devise, and bequeath their share to their surviving issue,provided that they survive me by sixty(60) days. :��� (Initials) 4. I give, devise, and bequeath the remaining one-third('/s) share of my estate to be divided equally among my nephew, BARRY LIEBERT, my great-niece, MOLLIE STRAHOTA, my great-nephew, WESLEY GROVER, my great-niece, KATLIN WILSON, my great-niece, LAURA WILSON, and my great-nephew, BRIAN WILSON,provided that they survive me by sixty(60) days. 5: If, at the time of my death, any beneficiary of this my Last Will and Testament is under the age of twenty-one (21)years or is, in the judgment of my personal representative, mentally disabled, I give, devise and bequeath said beneficiary's share to my Trustee, DON . WILSON, in Trust for said beneficiary, in accordance with the paragraph below. 6. During the terms of any trust created pursuant to this Will the Trustee is authorized to expend and apply so much of the net income and principal of each such trust as the Trustee shall consider advisable for the health, maintenance, support, and education(including college education, undergraduate and graduate) of each such beneficiary until he or she attains twenty-one(21)years of age, or until all such amounts are paid out of the Trust. When the beneficiary attains the age of twenty-one (21)years or is in the judgment of my Trustee mentally sound whichever event occurs later,the Trust shall terminate and the remainder thereof shall be paid to said beneficiary. If said beneficiary shall die before the termination of said Trust,the Trust shall terminate and the remainder thereof shall be paid in accordance with the paragraphs above. I direct that no Trustee shall be required to give or post bond for the faithful performance of the Trustee's duties in this or any other jurisdiction. , . /1��✓ �--� - 2 - (Initials) 7. I give to my Executrix and Trustee the following powers which are to be construed in the broadest manner consistent with validity and their duties as fiduciaries. I give the powers stated herein, in addition to those granted by law, and I give them to Administrators and Trustees who succeed the fiduciaries I have appointed. 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, as they deem proper without regard to any principle of diversification or risk. c. To sell at public or private sale,to exchange or to lease, for any period of time, any real or personal property and to give options for sale, exchanges or leases, for such prices and upon such terms or conditions as they deem proper. d. To allocate receipts and expenses to principal or income or partly to each as they from time to time 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 Executors or Trustees, in their sole discretion shall choose,without regard for the dispositive provisions of this instrument. f. To register securities in street name 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. ,f/� � - 3 - (Initials) h. To choose the optional valuation date for federal estate tax purposes. i. To exercise any law-given option to treat administrative 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 a charge against principal. k. To make distribution in cash or in kind, or partly in cash and in kind, and in such manner as they may determine, and at valuation finally to be fixed by them. 8. Death taxes: All federal, state and other death taxes payable on the property forming my gross estate for those purposes, whether or not it passes under this Will, shall be paid out of the principal of my probate estate just as if they were my debts, and none of those taxes shall be charged against any beneficiary. This provision shall not apply to any property over which I have a general power of appointment for federal estate tax purposes. 9. To the extent that such requirements can be legally waived, I direct that my Executrix shall not be required to post bond or give any security in connection with her duties hereunder, whether in the Commonwealth of Pennsylvania or any other jurisdiction. /�N� - 4 - (Initials) IN WITNESS WHEREOF, I,NANCY N. CATLIN,have hereunto set my hand and seal to this, my Last Will and Testament which consists of six (6)typewritten pages, including the Self-proving Affidavit,this 17th day of January 2013. . � Nancy N. Catlin Signed, sealed,published and declared by the above-named,NANCY N. CATLIN, as her Last Will and Testament in the presence of us, who at her request, in her presence and in the presence of each ther have hereunto subscribed our names as witnesses. � ���H��,. of it� ss � �¢�,�,� r�; � ii I � � ''" � , ( i / � i r �-�f" Of fll ���� � '//�� f`r l Jl-�'>�����. Wi�tness � �� /f / ��( / i' �� ,k"If 1 rt-� ��-) /��'��� ! \ i�� _/ t �V - 5 - (Initials) SELF-PROVING AFFIDAVIT � COMMONWEALTH OF PENNSYLVANIA : : ss: COUNTY OF DAUPHIN : We,NANCY N. CATLIN, MARVIN BESHORE and J I�7'�"L� .��t�Z�z- , the Testatrix and witnesses, respectively,whose names are signed to the attached and foregoing instrument,being duly qualified according to law, do hereby declare to the undersigned authority that the Testatrix signed and executed the attached instrument as her Last Will and Testament and that she signed it willingly, and that she executed it as her free and voluntary act for the purposes expressed therein, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as witnesses, and that to the best of our knowledge the Testatrix was at the time eighteen(18)years of age or older, of sound mind, and under no constraint or undue influence. ----- .r� _ `� Nancy N. Catlin � tn �s ,: `. f' � l l�� 1 l �; Witn�Ss / ' f,� . , _ _ ---�'� Subscribed, sworn to and acknowledged before me by Nancy N. Catlin, Testatrix, and subscribed and sworn to before me by Marvin Beshore and �i►`}��j- L= .5�19aK7�Z... , witnesses, this 17t"day of January 2013. ���-�.- ` (�.,C.�..�--- Notary Public c�r��r��w�,�°r���r�nr�snv�ww Wotarial5eal Mne Marie Beshore,Notary Public Clty of Hartisburg,Dauphin County My Commissbn Expires Apr115,2016 MEMBER,PENNSYLVANIA ASSpCIATION OF NOTARIES ��� - 6 - (Initials)