HomeMy WebLinkAbout08-26-14 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 Z/ /J_ O�
Name: Samuel W.Putt File No: 7 0 Q
a/k/a: (Assigned by Register)
a/k/a:
a/k/a: Social Security No:
Date of Death: June 26,2014 Age at death: 87
Decedent was domiciled at death in Cumberland County, penn�ylvania (Srare)with his/her last
principal residence at 1000 Claremont Drive,Middlesex Townshin.Cumberland Counri.Pennsvlvania
Street address,Post Office and Zip Cade City,Township or Borough County
Decedent died at 1000 Claremont Drive.Middlesex Township,Cumberland Countv.Pennsvlvania 17013
Street address,Post OfTice 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 $ 10,000.00
If not domiciled in Pennsylvania. ..... ........ .......... Personal property in Pennsylvania $
If not domiciled in Pennsylvania. ........... . . ... . ...... Personal property in County $
Value of real estate in Pennsylvania.......... . .... .... ............ .... .... ........... ...... . $
TOTAL ESTIMATED VALUE. ... $ 10.000.00
Real estate in Pennsylvania situated at:
(Attach additional sheets,if necessary.) Street address,Post Of6ce 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 April 19,2000 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 (If applicable)
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 cou�plete list o irs_ �
� �
Except as follows: Decedent was not a party to a pending divorce proceeding wherein the grounds for div�e�d been es�a lish�a�efined
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 � r�-� r�� r� r�n
Petitioner(s),a8er a proper search has/have ascertained that Decedent left no Will and was survived by the follo,.�t+�n' �o�(if an�y and"1�ieir�attach
additlonal sheets,if necessary): - ` �''`� � -r�
"=:a �7 �y �T] "�'7 "*'1
Name Relationshi Addr„�ss�== '"' �
r
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Form RW-O2 rev.10/11/2011 Page 1 of 2
Oath of Personal Representative Official Use Only
COMMONWEALTH OF PENNSYLVANIA }
} SS:
COUNTY OF CUMBERLAND }
Petitioner(s)Printed Name Petitioner(s)Printed Address
Richard Putt 504 Lancaster Avenue Enola PA 17025
James Putt 958 Valle Street,Enola,PA 17025
The Petirioner(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 Peritioner(s)and that,as Personal Representative(s)of the Deced he Petitioner(s w� well and truly administer the estate according to law.
Sworn t r affirmed d subscri�ed before � �i Date �.� .?r�
me this ��day , �'I Date � /�'
By: ' `�� Date
For the Register Date
BOND Required: Q YES Q NO To the Register of Wills:
FEES: Please enter my appearance by my signature below:
.oa .
Letters . . . . . . . . . . . . . . . . . . . . . . $ � Attorney Signature:
( 6) Short Certificate(s). . . . . . ' 0
( )Renunciation(s).. . . . . . . . %1
( )Codicil(s). . . . . . . . . . . . .
( )Affidavit(s).. . . . . . . . . . .
Bond.. . . . . . . . . . . . . . . . . . . . . . . Printed Name: Bruce J.Warshawsky ire
Commission. . . . . . . . . . . . . . . . . . Supreme Court
Oqt�h�er . . . . . . . . ID Number: 58799
W 1 . . . . . . . . �.5•��
� . . . . . . . . Firm Name: Cunningham&Chernicoff,P.C.
� (� �. . . . . . . . 3� Address: 2320 North Second Street
. . . . . . . . Harrisbi�rg,PA 171 10
. . . . . . Phone: 717-238-6570 X235
Automation Fee. . . . . . . . . . . . . . . �d� Fax: 717-238-4809
JCS Fee. . . . . . . . . . . . . . . . . . . . . � Email: �wncc�lawpp_r.om
TOTAL. . . . . . . . . . . . . . . . . . . . . $ .O:�A-
�/�00.5�
DECREE OF THE REGISTER
Estate of Samuel W.Putt File No: ��/�{��Q�
a/k/a:
AND NOW, , 2°/� ,in consideration of the foregoing Petition,
satisfactory proof having n presented before me,IT IS DECREED that Letters Testamentarv
are hereby granted to Richard Putt and James Putt
in the above estate and(if applicable)that
the instrument(s)dated �L 00
described in the Petition be admitted to probate and filed of re rd as the last Will(a odicil(s))of Decedent.
�
ister of Wills
m�
Form RW-02 rev.10/Il/2011
�
�
Disposit(on Permit No. �����(� / H105-143
REV O7/2012
REGISTER OF WILLS CERTIFICATE OF
CUMBERLAND COUNTY GRANT OF LETTERS
PENNSYLVANIA
:
y �F ��M � .
�.� r�.� e��` No. 2014- 00805 PA No. 21- 14- 0805
� D �Z Es ta te Of: SAMUEL W PUTT
(Fiist,Middle,Lastl
v
� La te Of: MIDDLESEX TOWNSHIP
CUMBERLAND COUNTY
Deceased
Social Security No:
�750
WHEREAS, on the 27th day of August 2014 an instrument dated
April I9th 2000 was admitted to probate as the last will of
SAMUEL W PUTT
(FirsL Midd/e,Lasil
late of M/DDLESEX TOWNSH/P, CUMBERLAND County,
who died on the 26th day of June 2014 and,
WHEREAS, a true copy of the wi11 as probated is annexed hereto.
THEREFORE, I, LISA M. GRA YSON, ESQ. , Regi s ter of Wi I 1 s in and
for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby
certify that I have this day granted Letters TESTAMENTARY to:
RICHARD G PUTT and JAMES W PUTT
who have duly qualified as EXECUTOR(R/Xl
and have 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.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
r--t
o�� of�i ce orca`the 27th day of August 2014.
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**NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST)
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� LAST WILL AND TESTAMENT c� ° � �O
Pour-Over Will �
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IDENTITY . ::_ � `�� � -;� `�
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I, SAMUEL W. PUTT, residing in the County of Cumberland, Commonwealtka oi�Pennsy.L�ani� a '
being of sound mind and memory, and not acting under duress or undue influ�rice of any-�lerson �
whomsoever,hereby declare this to be my Last Will and Testament,and I do hereby revoke all other former
Wills and Codicils to Wills heretofore made by me. My Social Security Number is 193-12-7985. `
I have the following children: JAMES WILLIAM PUTT born September 30, 1948 and currently
residing in Enola,PA 17025 and RICHARD G.PUTT born August 21, 1952 and currently residing in Enola,
PA 17025.
DEBTS,TAXES AND ADMINISTRATION EXPENSES
I have provided for the payment of all my debts, expenses of administration of property wherever
situated passing under this Will or otherwise, and estate, inheritance,transfer, and succession taxes, other
than any tax on a generation-skipping transfer that is not a liability of my Estate (including interest and
�*'�"^ penalties, if any)that become due by reason of my death,under THE SAMUEL W. PUTT REVOCABLE
�°' LIVING TRUST executed on even date herewith (the "Revocable Trust"). If the Revocable Trust assets
should be insufficient for these purposes, my Executor shall pay any unpaid items from the residue of my
Estate passing under this W ill,without any apportionment or reimbursement. In the alternative,my Executor
may demand in a writing addressed to the Trustee of the Trust an amount necessary to pay all or part of these
items, plus claims, pecuniary legacies, and family allowances by court order.
PERSONAL AND HOUSEHOLD EFFECTS
It is my intent that all my personal and household effects were transferred to the Revocable Trust
as a result of the Declaration of Intent signed this date. If there are any questions regarding the ownership
or disposition of these assets,it is my desire that such assets pour into the Revocable Trust,signed by me this
date in accordance with the provisions of the section titled"Residue of Estate."
RESIDUE OF ESTATE
I give, devise and bequeath all the rest, residue and remainder of my property of every kind and
description(including lapsed legacies and devices),wherever situated and whether acquired before or after
the execution of this Will,to the Trustee under that certain Trust executed by me on the same date of the
execution ofthis Will. The Trustee shall add the property bequeathed and devised by this item to the corpus
of the above described Trust and shall hold,administer and distribute said property in accordance with the
y provisions of the said Trust, including any amendments thereto made before my death.
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POUR-OVER WILLS G��: • vi� -�<-""
Page 1 � (Testator)
�...
� If for any reason the said Trust shall not be in existence at the time of death, or if for any reason a
court of competent jurisdiction shall declare the foregoing testamentary disposition to the Trustee under said
Trust as it exists at the time of my death to be invalid,then I give all of my Estate including the residue and
remainder thereof to that person who would have been the Trustee under the Trust,as Trustee,and to their
substitutes and successors under the Trust,described herein above,to be held,managed,invested,reinvested
and distributed by the Trustee upon the terms and conditions pertaining to the period beginning with the date
of my death as are constituted in the Trust as at present constituted giving effect to amendments, if any,
hereafter made and for that purpose I do hereby incorporate such Trust by reference into this my Will.
EXECUTOR
I hereby nominate and appoint JAMES WILLIAM PUTT and RICHARD G.PUTT to serve without
bond as my Joint Executors of this my Last Will and Testament.
In the event that one of the Joint Executors shall predecease me, or is unable or unwilling to act as
my Executor for any reason whatsoever,then and in that event I hereby nominate and appoint the remaining
Joint Executor(s)to serve without bond as my Joint Executor(s).
Whenever the word"Executor"or any modifying or substituted pronoun therefore is used in this my
Will,such words and respective pronouns shall be held and taken to include both the singular and the plural,
the masculine,feminine and neuter gender thereof,and shall apply equally to the Executor named herein and
to any successor to substitute Executor acting hereunder, and such successor or substitute Executor shall
� possess all the rights, powers, duties, authority, and responsibility conferred upon the Executar originally
named herein.
EXECUTOR POWERS
By way of Illustration and not of limitation and in addition to any inherent, implied or statutory
powers granted to executors generally,my Executor is specifically authorized and empowered with respect
to any property, real or personal, at any time held under any provision of this my Will: to allot, allocate
between principal and income, assign, borrow, buy, care far, collect, compromise claims, contract with
respect to,continue any business of mine,convert,deal with,dispose of,enter into,exchange,hold,improve,
incorporate any business of mine, invest, lease,manage,mortgage,grant and exercise options with respect
to,take possession of,pledge, receive,release, repair, sell,sue for,make distributions in cash or in kind of
partly in each without regard to the income tax basis of such asset and in general,exercise all of the powers
in the management of my Estate which any individual could exercise in the management of similar property
owned in its own right upon such terms and conditions as to my Executor may seem best,and execute and
deliver any and all instruments and do all acts which my Executor may deem proper or necessary to carry
out the purpose of this my Will,without being limited in any way by the specific grants or power made,and
without the necessity of a court order.
My Executor shall have absolute discretion, but shall not be required, to make adjustments in the
rights of any Beneficiaries,or among the principal and income accounts to compensate for the consequences
of any tax decision or election, or of any investment or administrative decision,that my executor believes
,,,��, has had the effect,directly or indirectly,of preferring one Beneficiary or group of Beneficiaries over others.
�„ In determining the Federal Estate and Income Tax liabilities of my Estate,my Executor shall have discretion
POUR-OVER WILLS ,�,�y��'`
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Page 2 (Testator)
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`�i to select the valuation date and to determine whether any or all of the allowable administration expenses in
my Estate shall be used as Federal Estate Tax deductions or as Federal Income Tax deductions.
SPECIFIC OMISSIONS
I have intentionally omitted any and all persons and entities from this,my Last Will and Testament,
except those persons and entities specifically named herein. If any person or entity shall challenge any term
or condition of this Will,or of the Living Trust to which I have made reference in the sections"Household
and Personal Effects"and"Residue of Estate,"then,to that person or entity,I give and bequeath the sum of
only one dollar($1.00)only in lieu and in place of any other benefit, grant, bequest or interest which that
person or interest may have in my Estate or the Living Trust and its Estate.
SIMULTANEOUS DEATH
If any other Beneficiary should not survive me for sixty (60) days, then it shall be conclusively
presumed for the purpose of this my Will that said Beneficiary predeceased me.
i'�' / �� �'�`" `�r
� SAMUEL W. PUTT
Testator
This instrument consists of 5 typewritten pages, including the Attestation Clause, Self-Proving
Clause,signature of Witnesses,and acknowledgment of officer. I have signed my name at the bo��tom of each
of the preceding pages. This instrument is being signed by me on this ��C day of
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POUR-OVER WILLS , ti '' "e??���
Page 3 (Testator)
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� ATTESTATION CLAUSE
The Testator whose name appears above declared to us, the undersigned, that the foregoing
instrument was his Last Will and Testament,and he requested us to act as witnesses to such instrument and
to his signature thereon. The Testator thereupon signed such instrument in our presence. At the Testator's
request,the undersigned then subscribed our names to the instrument in our own handwriting in the presence
of the Testator. The undersigned hereby declare, in the presence of each of us,that we believe the Testator
to be of sound and disposing mind and memory.
Signed by us on the same day and year as this Last Will and Testament was signed by the Testator.
WITNESSES: ADDRESSES:
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POUR-OVER WILLS
Page 4 (Testator)
� COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SELF-PROVING CLAUSE
BEFORE ME, the undersigned authority, on this day personally appeared SAMUEL W. PUTT,
/('19T/�te-,�//1/ G� ✓�c ✓��v c�1 and � ��J L• .l1 c�Yc N�y,J�known to me to be the
Testator and the witnesses, respectively, whose names are subscribed to the foregoing instrument in their
respective capacities, and all of them being by me duly sworn, SAMUEL W. PUTT, Testator, declared to
me and to the witnesses, in my presence,that the instrument is his Will and that he had willingly made and
executed it as his free act and deed for the purposes therein expressed;and the Witnesses,each on his or her
oath,stated to me in the presence and hearing of the Testator,that the Testator had declared to them that the
instrument is his Will and that he executed the same as such and wanted each of them to sign it as a witness;
and upon their oaths, each witness stated further that he did the same as a witness in the presence of the
Testator,and at his request and that he was at that time eighteen(18)years of age or over and was of sound
mind, and that each of the witnesses was then at least fourteen (14)years of age.
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Gk lf�-�-7�--�'�(-�% E��� �
SAMUEL W. PUTT
f -..
Testator
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W' ness ,
T ri/ 1—• •� `U L'�'t
(Printed N me of Witness)
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� itness �
'G;` v''
(Printed Name of Witness),
SUBSCRIBED AND ACKNOWLEDGED before me by SAMUEL W. PUTT, Testator, and
subscribed and sworn to before me by <'A�17�� N L•v��N� and [c=o�/C• s�cv�i�/E��J2. ,
witnesses,this the / �j � day of �%'/L- _��,�
�
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Notarial Seal � ;.> y� r�-
Joseph J.Curreri, Jr., Notary Public
Upper Allen Twp.,Cumberland County Not Public, C m wealth f Pennsylvania
My Commission Expires Feb.16,2004
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g�UR-OVE�`:'I`.LS _ .-;;�a:�-., I�, ;��:�--
pa,�,� � (Testator)