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HomeMy WebLinkAbout07-23-14 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: Francis F3. Mattos File No: a/k/a: Frank Mattos (Assigned by Register) a/k/a: Date of Death: Social Security No: Age at death: 84 Decedent was domiciled at death in CmTiberl and County,_PA (state)with his/her last principal residence at 770 S Hanover Street Carlisle Carlisle Street address,Post Office and Zip Code City,Township or Borough County Decedent died at 770 S Hanover Street Carlisle Cumberland PA 17013 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 Pennsylvan ia............................ All personal property S 161 ,000.00 Ijnot domiciled In PennVivanla. ....................... Personal property in Pennsylvania $ {f not domiciled In Pennsylvania. ....................... Personal property in County S Value of real estate in Pennsylvania......................................................... S-7— TOTAL ESTIMATED VALUE. ... S 161 ,000.0 . Real estate in Pennsylvania situated at: (Auneh additional sheets,( neceasary.) 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)helshelthey islard the Executor(s)named in the last Will of the Decedent,dated 2/22/10 and Codicil(s) thereto dated ayd,use_ n,n :- cf_q- ,J State relevant circumstances(eg,renunciation,death ojrxccutor,eta) Except as follows:after the execution ofthe 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 Trilling nor ever adjudicated an incapacitated person. ®NO EXCEPTIONS O EXCEPTIONS © B. Petition for Grant of Letters of Administration (if applicable) ca.a.,d.b.n.,d.b.n.c.t.a.,pendente lite,durante absentia,durance minoritate If Administration,caa or d.&&c tm,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 frilling nor ever adjudicated an incapacitated person. ©NO EXCEPTIONS 0 EXCEPTIONS 2 Petitioner(s),afterapropersearchhas/haveascertainedthatDecedentleftnoWill andwassurvivedbythefollowingsp4 &ny)and irs(attaT additional sheets,jnecessary): a"-V .._ rn < : r- c ' ,1 Name Relationshi Address w 7''. i a] hl �J L4 Form RW-02 rev.1011)120)) Page I of Oath of Personal Representative Official Use on y COMMONWEALTH OF PENNSYLVANIA } } SS: COUNTY OF clunberland } Petitioner(s)Printed Name PetitonWs Printed Address FYancis Mattos 3403 Echo Valley Road, Manheim, PA 17545 The Petitioner(s)above-named swear(s)or affirms)the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioners)and that,as Personal Roprese itativa(s)of the Dtcede-A the Peti' r(s)will well and truly administer the estate according to Iaw. Sworn to or affirmed apd subscribed befor Date me 03 c day o �— Date By: Ewa. /I Il Date For the Regtster Date BOND Required:Q YES 0 NO To the Register of Wills: FEES: Please enter my appearance by my signature below: Letters.................:.... s . -10o . Attorney Signature: ( b )Short Certifieate(s)...... ( )Renunciation(s)... .... .. ( ) Codicil(s). ... .. .. . .... { }Affidavit(s)....... ... Bond................... ..... PrI ed Name: Michael 'T'r'avis Commission. ....... ..... . .. .. Supreme Court Other Wt 1 I ... ID Number: 77399 Firm Name: Attorney at Law .. . . .... Address: 3904 Trindle Road ........ Cgrim Hi 11 0 AA 170 1A -=: 5 c_ Phone: 717 731-9502 T r Automation Fee. .........:.... �c� Fax: 717 731-9511 JCS Fee. ....... ... . . ..... Email: mtravi a1"Wft'nm TOTAL. . . .. .. ... ..... . . ... . =f DECREE OF THE REGISTER a o Estateof. C�ir�l..l s . mQ.jopS File No: 2I -I4" Geg5 w own. F4rd n rYlCI MS '' II AND Now, c.�[� -2:3 ��`Y in consideration of the foregoing Petition, satisfactory proof having been presented before me,IT IS DECREED that Letters 41 are hereby granted to {=mrs ma s in the above estate and(if applicable)that the instrument(s)dated "'ar' 2 1(`j 2 2.(Cl0 described in the petition be admitted to probate and filed of record as the last Will(and Codicil(s))of Decedent. )u HIDAJ ter of Wilts - Jy--i — Form RW-01 revJ0g1/1011 a 1" """ QYage 2 oft ;•s O -a LAST WILL AND TESTAMENT OF "?r-) FRANCIS B. MATTOS :Ta I, FRANCIS B. MATTOS currently residing at 3620 Chestnut Street, Camp Hill, Cumberland County PA 17011, being of sound mind, memory and understanding, do hereby make and publish this my Last Will And Testament hereby revoking all previous Wills and Codicils made by me. Item I. I direct that all debts enforceable against me during my lifetime and duly allowed in the administration of my estate, the expenses of my last illness and funeral, including the cost of a suitable monument at my grave, unpaid charitable pledges whether or not the same are enforceable obligations against my estate, and the costs of administration of my estate be paid as soon as practicable after my death. My Personal Representative may, in her sole discretion, pay from my domiciliary estate all or any portions of the cost of ancillary and similar proceedings in other jurisdictions. Item II. I give and bequeath the wedding portrait of Antonio and Nellie Mattos to my Wife, Sally Mattos. Should she not survive me, I give and bequeath the portrait to my son, John Mattos. ' (1) Item III. All of the rest, residual, and remainder of my estate, real, personal and mixed of whatever kind and wheresoever situated,I give and bequeath to my wife, Sally A. Mattos, provided that she survives me for a period of 30 days. Item IV. I hereby nominate and appoint my wife, Sally A.Mattos, to be the Personal Representative of my estate. If she is unable or unwilling to serve, then I nominate and appoint my son, Francis Mattos. If he is unable or unwilling to service, then I nominate and appoint myJaLu - ,'Edward Mattos. Item V. Should my wife predecease me or not survive me for a period of 30 days, then and in that event,I give and bequeath all of the rest, residual and remainder of my estate, real,personal and mixed of whatsoever kind and wheresoever situated, in eight(8)equal shares as follows: my children, Kathleen Ferrara,Francis Mattos, Denise Mattos, Stephen Mattos, Edward Mattos, and John Mattos shall receive one share. My granddaughter Amanda Range shall receive one share. One share shall be divided equally among the children of my deceased daughter, Lisa Brudowsky. The names of Lisa Brudowsky's children are Ashley Brudowsky,Dana Brudowsky, Nicholas"Buddy" Brudowsky, and Edward Brudowsky. Should any child taking under this Will be under the age of eighteen (18), their share shall be held in trust by their guardian until they reach the age of 18. Item VI. The Trustee shall, during the period of time that the Trust is in effect, manage and invest such funds and use such amounts of income and principal as are necessary to properly (Z) provide for the maintenance and welfare of any child(ren). A. The Trustee shall use and pay over such amounts of income and principal therefrom as may be necessary to provide for the proper support, education (including college or trade school education), and welfare of the beneficiary thereof, according to the standard of living enjoyed by the beneficiary during the lifetime of the Grantor and the standard of living of the guardians with whom the beneficiary resides, and taking into account all other sources of income known to the Trustee. Any income payments shall be made at least quarterly. B. The Trustee may make loans to the child(ren) on such terms as the Trustee shall determine; provided, the Trustee shall consider the present and future needs of the children. The Trustee may also provide funds, by outright grant, investment, loan or otherwise to the guardian or other person having the care and custody of the child(ren) for the purchase, expansion or rental of living accommodations for the child(ren). C. The Trustee shall provide an accounting pertaining to the Trust established hereunder and be sent to the guardian of the beneficiary at least once annually. D. If any child should die while this Trust continues, the (3) Trustee may provide for the surviving descendants of the deceased child in the same manner as my child. E. A trustee may resign at any time on 90 days' written notice to the current income beneficiaries. If a trustee resigns, the current income beneficiary may appoint a successor. If they do not appoint a successor trustee within 45 days after notice of the resignation is given, then the resigning trustee shall petition the court having jurisdiction over the trust for the appointment of a successor trustee. F. The Trustee may at any time, if it determines that it is uneconomical to continue a trust, terminate such trust and distribute the trust property to the persons then entitled to receive or have any benefit of the income. G. The Trustee shall receive reasonable compensation for services based upon the degree of expertise required to provide such services. Item VII. I direct that no Personal Representative appointed under this Will be required to post any bond or provide any security to serve in that capacity. Item VIII. I confer on my Personal Representative, in addition to those powers granted by law, the following powers to be exercised in a prudent manner and applicable to all property constituting a part of my estate: (4) A. To retain and to invest in all forms of real and personal property, without being confined to investments authorized by a statutory list, without being required to diversify and regardless of any principal of law limiting delegation of investment responsibilities by personal representatives or trustees; B. To compromise claims and to abandon any property which, in my Personal Representative's opinion, is of little or no value; C. To sell at private or public sale, to exchange or to lease for any period of time, any real or personal property, and to give options for sales or leases; D. To borrow from anyone, even if the lender is a personal representative hereunder, and to pledge property as security for repayment of the funds borrowed; E. To join in any merger, reorganization, voting-trust plan or other concerted action of security holders, and to delegate discretionary duties; F. To employ and to rely upon the advice given by investment counsel, to delegate discretionary authority to make changes in investments to (5) investment counsel, and to pay investment counsel reasonable compensation in addition to any fees otherwise paid to my Personal Representative; G. To employ a custodian, to hold property unregistered or in the name of a nominee (including the nominee of any institution employed as custodian), and to pay reasonable compensation to the custodian in addition to any fees otherwise payable to my Personal Representative; H. To procure and carry at the expense of my estate insurance of kinds, forms and amounts deemed advisable by my Personal Representative to protect my estate and my Personal Representative against any hazard; I. To commence or defend at the expense of my estate any litigation affecting my estate; J. To conduct alone or with others any business in which I am engaged or in which I have any interest at my death, with all the powers of any owner with respect thereto, including the power to delegate discretionary duties to others, to invest other property held hereunder in such business and to organize a partnership or corporation to carry out such business; and (6) K. To distribute in cash or in kind. Item IX. My Personal Representative shall be reimbursed for all reasonable expenses incurred in the administration and management of the assets of my estate and shall be entitled to receive five percent (5%) of the value of my estate before payment to beneficiaries as reasonable compensation for the services. Item X. Anyone named in this Will who dies within 30 days after my death (or dies under circumstances such that it cannot be determined whether such individual died within 30 days after my death) shall be deemed, for purposes of this Will, to have predeceased me. IN WITNESS WHEREOF, I, Francis B. Mattos, have to this my Last Will And Testimony hereunto set my hand and seal thi ! day of , 2010. Francis B. M ttos SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testator, Francis B. Mattos, as and for his Will, in the presence of us who, at his request, in his presence, and in the presence of each other, all being present at the same time, have hereto set our hand as witnesses: /� , NA kxw�RESIDINGAT q O5 gtVrap AVa,,I LOUda4) CD gO5V NAMEZol �//ytf RESIDING AT (7) STATE OF PENNSYLVANIA SS. COUNTY OF CUM ',ctn a 1, Francis B. Mattos, having been duly qualified according to law, acknowledge that I signed the foregoing instrument as my Will, and that I signed it as my free and voluntary act for the purposes therein expressed. Francis B. Mattos We, having been duly qualified according to law, depose and say that we were present and saw Francis B. Mattos sign the foregoing instrument as his Will; that he signed it as his free and voluntary act for the purposes therein expressed; that each of us in his sight and hearing and at his request signed the Will as witnesses; and that to the best of our knowledge, he was at the time 18 years or more of age, of sound mind, and under no constraint or undue influence. (: ness ' ne jv- Subscribed, sworn to, or affirmed, and acknowledged before mee b� the above- named Testator and by the witnesses whose names appear, on thiv"ay of 2010. Qtmlic•LJ�lJ(wi CeMMe►aw�ALn-�ap a€�u�VI.VAPJIA NOTARIAL SEAL DENISE L.TRAVIS,Nutary Public Hampden Twp.,Cumberland County My Commission Expires Apr l 20,2010 (8) REGISTER OF WILLS CERTIFICATE OF CUMBERLAND COUNTY GRANT OF LETTERS PENNSYLVANIA No. 2014- 00685 PA No. 21- 14- 0685 Estate Of: FRANCIS B MATTOS (First Middle,Last) a/k/a: FRANK MATTOS Late Of: CARLISLE BOROUGH CUMBERLAND COUNTY 0 Deceased Social Security No: WHEREAS, on the 23rd day of July 2014 an instrument dated February 22nd 2010 was admitted to probate as the last will of Cp _ no �z- ` _? FRANCIS 8 MATTOS mz,�� � (First,Middle,Last/ ` a/k/a FRANK MATTOS late of CARLISLE BOROUGH, CUMBERLAND County, w who died on the 21st day of June 2014 and, - o;0 WHEREAS, a true copy of the will as probated is annexed ' ereto. p T THEREFORE, I, LISA 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 TESTAMENTARYto: FRANCIS MATTOS who has duly qualified as .EXECUTOR(RIX) 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, PENNSYLVANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office on the 23rd day of July 2014. f / Re lstei of Wills -�+1T Deputy **NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST)