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HomeMy WebLinkAbout08-27-14 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 Name: Christine J.Martin File No: 21-I�- 0�07 a/k/a: (Assigned by Register) a/k/a: a/k/a; Social Security No: Date of Death: 08/03/2014 Age at death: 85 Decedent was domiciled at death in Cumberland County, pP„n.ytvania (Srare)with his/her last principal residence at 112 Fourth Street Boilin�Springs 17007 South Middleton Townshiv Cumberland Street address,Post O�ce and Zip Code City,Township or Borough County Decedent died at 112 Fourth Street Boilin�Sprines 17007 South Middleton Township 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 domiciled in Pennsylvania..................... ....... All personal property $ 90,000.00 If not domiciled in Pennsylvania. .............. ......... Personal property in Pennsylvania $ If not domiciled in Pennsylvania. ......... ....... ....... Personal property in County $ Value of rea[estate in Pennsylvania........ ..... ................. ................... ........ $ TOTAL ESTIMATED VALUE. ... $ 90.000.00 Real estate in Pennsylvania situated at: (Attach additional sheets,if necessary.) 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/aze the Executor(s)named in the last Will of the Decedent,dated 07/29/2014 and Codicil(s) thereto dated N/A 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 appiicable) 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. �NO EXCEPTIONS �EXCEPTIONS Petitioner(s),after a proper search has/have ascertained that Decedent leR no Will and was survived by the following spouse(if any)and heirs(attach additional sheets,if necessary): Name Relationshi Address Form RW-O2 .ev.�oi»i2o1� 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 Pamela C.Martin 112 Fourth Street Boilin S rin s PA 17007 The Petitioner(s)above-named swear(s)or affirm(s)the statements in the foregoing Petition aze 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 or affirmed ubscr� ed before �, ` '', .��/1 �r����� Date g m e t h i s �a o ,ZD/ Date By. Date or e R gister Date BOND Required: Q YES Q NO To the Register of Wills: FEES' Please enter my appearance by my signature below: 2000 Lett rs . . . . . . . . . . . . . . . . . . . . . . $ � � Attorney Signature: ( � ) Short Certificate(s).. . . . . Q.°b ( )Renunciation(s).. . . . . . . . ( ) Codicil(s). . . . . . . . . . . . . ( )Affidavit(s).. . . . . . . . . . . Bond.. . . . . . . . . . . . . . . . . . . . . . . Printed Name: Elyse E.Rog quire Commission. . . . . . . . . . . . . . . . . . Supreme Cour Other . . . . . . . . ID Number: 41274 ,►L . . . . . . . '_F'j.00 Firm Name: Saidis,Sullivan&Rogers –� , , , , , , . Address: fi3$Nnrth 1�th StrPet,Snite 400 . ._ - -- - ��� nV—. . . . . . . . '�� ���PA 1704'i . . , , . . . Phone: 717-612-5801 Automation Fee. . . . . . . . . . . . . . . •00 Fax: 717-612-5805 7CS Fee. . . . . . . . . . . . . . . . . . . . . , Q Email: Pr�g��?ssr-attnrne�s��m TOTAL. . . . . . . . . . . . . . . . . . . . . $ �:�9-- -� ��,JrU DECREE OF THE REGISTER Estate of Christine J.Martin File No: ���/7 r�O D� a/k/a: AND NOW, 20 , , in consideration of the foregoing Petition, satisfactory proof having n presented before me,IT IS DECREED that Letters Testamentarv are hereby granted to Pamela C.Martin in the above estate and(if applicable)that the instrument(s) dated 07/29/2014 described in the Petition be admitted to probate and filed of re ord as the last Will( d Codicil(s))of Decedent. / � gister of Wills Fo�nw oz .ev.�oi»izo» age of REGISTER OF WILLS CERTIFICATE OF CUMBERLAND COUNTY GRANT OF LETTERS PENNSYLVANIA ; � y �F ��Me �. ?.� (�.�� F� No. 2014- 00807 PA No. 21- 14- 0807 �1 �yr Es ta te Of: CHRISTINE J MARTIN Q D Z lFirst,Middle,Lastl � v °� La t e Of: SOUTH MIDDL ETON TO WNSHIP � CUMBERLAND COUNTY Deceased y750 Social Security No: WHEREAS, on the 27th day of August 2014 an instrument dated July 29th 2014 was admitted to probate as the last will of CHRISTINE J MARTIN (Fiist,Middle,Last) late of SOUTH M/DDLETON TOWNSH/P, CUMBERLAND County, who died on the 3rd day of August 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: PAMELA C MARTIN 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 COUNTYCOURTHOUSE, CARLISLE, PENNSYL VANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office on the 27th day of August 2014. . � � ��. Regrste Wills �. � ' �/Y� a � .� .� � � � � r�° Deputy C.� '� � (y- `.�" E 11' �wJ -... Lt„ l.t,- Q_. `� C> I.,, � �.ry r. C� C:: �.,, '�= �.) rt�° LiJ La..1 � " ._3 G� 7-- N __.1 "�1 G�: L� � C.� � -i- Lt� � w � `� � w � � � � � o c� � **NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST) �CLIl.�� ��1�� Ci.IL�� ��i sy�Ci.l�����lL� OF � CHR.ISTINE J. MARTIN I, CHRISTINE J. MARTIN, of South Middleton Township, Cumbeiland County, Pennsylvania, do make, publish and declare this to be my Last VVill and Testament, heieby ievoking all Wills and Codicils by me heretofoie made. ITEM I: Familv Infoimation. I am a widow. I have one living child: PAMELA C. 1�ZARTIN. My son, RICHARD D. MARTIN, has predeceased me. Any person born to or adopted by issue of mine is to be included as issue of mine. Piovided, however, no adopted peison shall benefit under this Will unless the oider or deciee of adoption is entered befoie the adopted peison attains the age of twenty-one (21) yeais. ITEM II: Death Taxes. I diiect that all inheritance and estate taxes becoming due by reason of my death, whether payable by my estate oi by any iecipient of any pioperty, shall be paid by the Executor out of the residue of my estate, as an expense and cost of administiation of my estate. The Executor shall have no duty or obligation to obtain ieimbursement for any such tax so paid, even though on pioceeds of insurance or other piopeity not passing undei this Will. Law Offices of Saidis Sulliva.n ITEM III: Debts and Final Expenses. I diiect the & Rogers Executoi to pay the expenses of my last illness, my legally enforceable debts, �3s rro=th�z�h st�ee� and my funeial expenses from the residue of my estate as an expense and cost Suite 400 �moyne,rA��043 of administration of my estate. Page 1 . ITE1��I IV: Tangible Peisonal PropeitY. (a) Written List. I may leave a wiitten list in my safe deposit box oi elsewheie disposing of ceitain items of my tangible peisonal pioperty. The Executoi shall dispose of items of my personal property as specified in the written list. If no wiitten list is found in my safe deposit box oi elsewhere and properly identified b3� the Executor within thirty (30) days after the probate of my Will, it shall be piesumed that theie is no other statement or list. Any subsequently discoveied list shall be ignoi e d. (b) Other Piopeitv to Dau�htei. I give all of my household fuinituie and fuznishings, books, pictures, jewelry, silveiware, wearing apparel and all othei articles of household or personal use or adornment and all policies of insuiance thereon which aie not set forth in a written list to my daughter, PAMEI,A C. MARTIN, if she survives me. If she does not survive me, I make this gift to my son-in-law, WALTER J. PASKEY. ITEM V: Residue. I give the residue of my estate, not disposed of in the preceding poitions of this Will, as follows: (a) To Zoe Martin. TEN (10%) PERCENT to my gianddaughter, ZOE MARTIN, to be added to her existing 529 Law Offices of Saidis Account, of which her mothei, SUSAN YEE MARTIN, is Sullivan custodian/owner. If my gianddaughter, ZOE 1��IARTIN, does not & Rogers survive ine, this shaie shall lapse. 635 Norch 12ch Screec Suite 400 Lemoyne,rA��043 (b) To/For James M. Maitin. The Executoi shall expend TEN (10%) PERCENT of the iesidue to discharge any student loans owed by my giandson, JAMES M. MARTIN, at the time of Page 2 � my death. If these student loans are fully discharged, the Executor shall distiibute this shaie to him. If my giandson, JAMES M. MARTIN, does not survive me, this shaie shall lapse. (c) To Adrian Paskev. TWENTY-FIVE (25%) PERCENT to my gianddaughtei, ADRIAN C. PASKEY. If she has not attained the age of thirty (30) yeais at the time of my death, the Executoi is authoiized to add this to any existing 529 account foi her benefit or otherwise to use this foi hei education. If she has attained the age of thirty (30) S�eais, this share shall be distributed to hei. If my gianddaughter, ADRIAN C. PASKEY, does izot survive me, this share shall be added to the share for my daughtei, P��IELA C. MARTIN and my son-in-la��, VVALTER J. PASKEY. (d) To Pamela C. Maitin and Walter J. Paskev. FIFTY (50%) PERCENT to my daughter, PA1�2ELA C. MARTIN and my son-in-law, WALTER J. PASKEY, oi all to the suivivoi of them. If neither of thenl survive me, this share shall be added to the share foi my gi anddaughter, ADRIAN C. PASKEY. (e) To the Dr. Richard D. Martin Memorial Fund. FIVE (5%) PERCENT to the LEHIGH VALLEY COMMUNITY FOUNDATION, 968 Postal Road, Suite 100, Allentown, Pennsylvania 18109-9301, to be added to the Di. Richaid D. Martin Memorial Fund, provided that it is still in existence and Law Offices of Sa,idis qualifies as an organization undei Section 501 (c)(3) of the Sulliva.n Internal Revenue Code, as amended. & Rogers 635 North 12th Streec ITEM VI: Administrative Powei s. In addition to Suite 400 Lemoyne,Pn i�o43 the poweis gianted at law, the Executor shall possess the following powers, each of which shall be coiistrued broadly and may be exercised without court approval, but in a fiduciaiy capacity only: Page 3 (a) Retain Investments. To ietain any investments I have at my death, including specifically those consisting of stock of any bank even if I have named that bank as the Executor. (b) Vaiv Investments. To vary investments and to invest in bonds, stocks, notes, ieal estate moitgages oi othei secuiities or in other property, ieal oi personal, without being iestiicted to so-called "legal investments", and without being limited by any statute or rule of law regarding investments by fiduciaries. (c) Division of Assets. In oider to divide the principal of my estate or make distributioiis, the Executor is authoiized to distiibute personal pio�eity and ieal property partly or wholly in kind, and to allocate specific assets among beneficiaries so long as the total market value of each share is not affected by the division, distribution or allocation in kind. The Executor is authoiized to make, join in and consummate paititions of lands, voluntarily or involuntarily, including giving of mutual deeds, or othei obligations, with as wide poweis as an individual owner in fee simple. (d) Sell Assets. To sell eithei at public oi private sale any or all ieal or personal property severally or in conjunction with othei peisons, and to consummate sale(s) by deed(s) oi other instrument(s) to the purchaser(s), conveying a fee simple title. Law Offices of Sa.idis l�TO puichaser shall be obligated to see to the application of the Sullivan purchase money or to make inquiry into the validity of any sale. & Rogers The Executor is authorized to make, execute, acknowledge and 635 North 12th Street Suite 400 deliver deeds, assignments, options or other writings as Lemoyne,ra��o43 necessary or convenient to caiiy out the powers confeired u�on the Executor. Page 4 � (e) Encumbei Real Estate. To moitgage ieal estate, and to make leases of real estate. (� Boi row l�2onev. To bori ow money fi om any person, including the Executor, to pay indebtedness of mine oi of my estate, expenses of administration or inheiitance, legacy, estate and other taxes, and to assign and pledge assets of my estate. (g) Pav Costs. To pay all costs, taxes, expenses and charges in connection with the administration of my estate. (h) Distiibutions without Court Ordei. To make distiibutions of income and of piincipal to the pioper beneficiaiies, duiing the adniinistiation of my estate, with or without couit order, in such manner and in such amounts as my Executoi deems prudent and appiopriate. (i) Rights as Stockholdei. To exei cise voting rights with respect to secuiities which form a part of my estate, and to exercise all the poweis incident to the owneiship of securities. (j) Reoi�anize. To unite with other owners of pioperty similar to piopeity in my estate to cariy out any plans foi the reorganization of any company whose secuiities foim a pait of n1y estate. Law Offices of Sa.idis (k) Disclaim. To disclaim any interest in property Sullivan which would devolve to me oi my estate by whatevei means, & Rogers including but not limited to the following means: as beneficiaiy �3s No«h 12th s«eet under a will, as an appointee under the exercise of a powei of Suite 400 Lemoyne,rn vo43 appointment, as a pei son entitled to take by intestacy, as a donee of an inter vivos tiansfer, and as a donee under a third-party beneficiary contract. Page 5 v/ (1) Tax Returns. To piepaie, execute and file tax ietuins of any type iequired by applicable law, and to make all tax elections authoiized by law. (m) Allocate Expenses. To allocate administrative expenses to income or to piincipal, as the Executoi deems appropriate. However, no allocation to income shall be made if the effect of the allocation is to cause a reduction in the amount of any estate tax maiital deduction or estate tax charitable deduction. (n) Emplo_y Advisors. To employ custodians of pioperty, investment or business advisois, accountants and attoineys as the Executoi deems appropriate, and to compensate these persons from assets of my estate, without affecting the compensation to which the Executor is entitled. (o) Compromise Claims. To compiomise claims. (p) Other Acts. To do all othei acts in the Executor's judgment deemed necessaiy or desirable for the proper and advantageous management, investment and distribution of the estate. ITEM VII: Suivival. Any person who has died within thirty (30) days of my death, or under such ciicumstances that the Law Offices of Sa,idis order of oui deaths cannot be established by proof, shall be deemed to have Sullivan predeceased me. & Rogers �35 rro�th iz�h s�reet ITEM VIII: Executors. I make the following Suite 400 Lemoyne,rn i�o43 plovisions with respect to Executors: � Page 6 (a) Piimar�Executoi. I appoint my daughter, PAMELA C. MARTIN, to serve as Executor. (b) Contin�ent Executois. In the event that PAMELA C. �ZARTIN is unable oi iefuses to serve as Executor, I appoint my son-in-law, WALTER J. PASKEY, to serve as the Executor. If both my daughter and my son-in-law are unable or iefuse to serve as Executor, I appoint my fiiend, THONIAS A. ROREX, to serve as Executor. (c) Compensation. The Executoi shall have the right to ieceive reasonable compensation for seivices iendered and ieimbursenlent for reasonable expenses. (d) Standard of Caie. No Executor shall be liable or accountable for any loss that may iesult from the good faith exeicise of the authority gianted in this Will. (e) Securitv. The Executor is specifically relieved fiom the duty of filing bond or entering secuiity. IN WITNESS VVHEREOF, I have set my hand and seal to this, my Last Will and Testament, consisting of this and the preceding six (6) pages, at the end of each page of which I have also set my initials for greatei security and better identification this �-°I day of � , 20�`� . Law Offices of Saidis � �-- �2 Q'��� (SEAL) Sullivan CHRISTINE J RTIN & Rogers 635 North 12ch Street Suite 400 Lemoyne,PA 17043 VVe, the undersigned, heieby certify that the foiegoing Will was signed, sealed, published and declared by the above-named Testatiix as and for her Last Will and Testament, in the piesence of us, who, at hei request and in her presence and in the piesence of each othei, have heieunto set our hands and seals the day and year first above written, and we ceitify that at the time of the execution theieof, the said Testatrix was of sound and disposing mind and memoiy. � � ' � f ��,�.U.�J�/���� ' l(,�t (SEAL) Residing at%�U �� /JI I�� � �� �7 (SEAL) Residing at �����f G�C �tJ� �-- � c J � Law Offices of Sa.idiS Sullivan & Rogers 635 North 12th Street Suite 400 Lemoyne,PA 17043 • . / .. . ACKNOWLEDGMENT COMl�ZONWEALTH OF PENNSYLVANIA ) , ) SS: COUNTY OF C��..���-�-„� ) I, CHRISTINE J. MARTIN, Testatrix, whose name is signed to the attached or foiegoing instrument, having been duly qualified accoiding to law, do hereby acknowledge that I signed and executed the instiument as my Last Will and Testament; that I signed it willingly; and that I sigized it as my free and voluntary act for the purposes therein expiessed. _ ---� (SEAL) CH STINE J l��IARTIN Sworn to and subscrib d be ore me this�`�� day of � ; , 201�: � �.�-� +�-,_ � Notary Public My Commission Expiies: (SEAL) Law Offices of $a,idis Sullivan & Rogers 635 North 12th Street Suite 400 CdMP90�i`�Jr=l�L s h�OF f'EhdtVSY'LWAPat.A Lemoyne,PA 17043 NI�Tr�,�;�''`,'_ti''W�,`��- �� CYP1'i�F�(A J F;!J!���,i'ti:���:^��;�?�G�„ Borcugh af Ler:!o,mv�:�=:,���rlan��ourt� �iy:�cs�miss;on E:<;:i`�::s cu�u�:,;3,201G , . . , . . AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA ) C', k...�C.2.-e.-�..JC-�,�-„� j SS: COUNTY OF �-�' «re, (� � and L(. .S e � . � , the Witnesses whose names aie signed to the attached i foregoing instrument, being duly qualified according to law, do depose and say that we weie piesent and saw Testatiix, CHRISTINE J. l��IARTIN sign and execute the instrument as her Last Will and Testament; that Testatiix signed willingly and that she executed said Will as her free and voluntaiy act for the puiposes thereiil expressed; that each of us in the hearing and sight of the Testatiix signed the Will as Witnesses; and that to the best of oui knowledge the Testatrix was at that time eighteen (18) oi moie yeais of age, of sound mind and under no constraint oi undue influence. � � f � VVitness Wit ess Sworn to and subsciib d before me this oZ°�� day of � , 20l� Law Offices of � j �/ (; $a,idis f-._,,�� 1 Notaiy Pu lic Sullivan ' & Rogers My Commission Expiies: 635 North 12th Street (SEAL) Suite 400 Lemoyne,PA 17043 `��"�"'-'��'�`�'„_�-.--��i4'`��� CONrNlO;�!°�'dcI 4-T4-i�"�.T=�' _� -..--.� ��__�___-_i,C".�P ,, �r � � UI :' ��t , 3r t3���-I�� d ` CiY�'i(ie�J4�,.���- ! � C�Li�I.����l��_1�.in�1A�'':�x �If„f:)i.iiserli�l,rv�:�i jr „K.�l���f��^!n,�� Z�10_.._s �v�y�cn�m�s�'�:��.,i�`F'�:_, =:.=�..--__ .__--�-