Loading...
HomeMy WebLinkAbout09-04-14 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 requests the grant of Letters in the appropriate form: DecedenYs Information � �(a� Name: Donald L. Burd File No: 21-14 lJ a/k/a: (Assigned by Register) a/k/a: a/k/a: Social Security No: Date of Death: 08/2312014 Age at Death: �9 Decedent was domiciled at death in Cumberland County, pA (State)with his/her last principal residence at 210 Big Spring Road,Carlisle 17013 West Pennsboro Cumberland Street address,Post Office and Zip Code City,Township or Borough Counry Decedent died at 210 Big Spring Road,Carlisle 17013 West Pennsboro Cumberland PA Street address,Post Office and Zip Code City,Township or Borough County State � Estimate of value of decedenYs property at death: If domiciled in Pennsylvania...................... All personal property $ 5,000.00 Ifnot domiciled in Pennsylvania................ Personal property in Pennsylvania $ If not domiciled in Pennsylvania................ Personal property in County $ Value of real estate in Pennsylvania................................................................... $ 40,000.00 � TOTAL ESTIMATED VALUE $ 45,000.00 Real estate in Pennsylvania situated at 19 Bridgewater Road NeWVill2 Cumberland (Attach additiona/sheets,if necessary.) Street address,Post Office and Zip Code City,Township or Borough County ❑X A. Petition for Probate and Grant of Letters Testamentarv Petitioner(s)aver(s)that he/she/they is/are the Executor(s)named in the Last Will of the Decedent,dated 08/1312009 and Codicil(s) thereto dated Slate relevant circumstances(e.g.,renunciation,death of execuror,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. �NO EXCEPTIONS � EXCEPTIONS � � � -� � t'7'1 ❑ B. PPtition for Grant of Letters of Administration (If applicable) Q � � � c.t.a.,d.b.n.,d.b.n.c.t.a.,pedente�, nteabs�dur� �oritate ['tl If Administration,c.ta ord.b.n.c.t.a.,enter date of Will in Section A above and comqlete list of heirs. � n � --1 � Except as follows: Decedent was not a paRy topending divorce proceeding wherein the grounds for divorce h�be"��slabli�as:c�fi� in 23 Pa.C.S. §3323(g)and was neither the victim of a killing nor ever adjudicated an incapacitated person. ..4,. Cn - ` • � c� C� �NO EXCEPTIONS � EXCEPTIONS � `� ��-'' � '� � .. i �.:...T��7, ^q„' Petitioner(s),after a proper search has/have ascertained that Decedent left no Will and was survived by the follpvyirr�spouse(if any)a�t�s(attach additional sheets,if necessary): .�I, � N � f"►'1 y -� � Q Name Relationship Address Form RW-02 rev.10-11-2011 Copyright(c)2011 form software only The Lackner Group,Inc Page 1 of 2 Oath of Personal Representative OfficialUseOnly COMMONWEALTH OF PENNSYLVANIA } } SS: COUNTY OF Cumberland } Petitioner(s)Printed Name Petitioner(s)Printed Address Gregory L. Burd 490 Criswell Drive Boiling Springs,PA 17007 (717)462-2037 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 t ecedent, Petiti er( ill well a truly administer the estate accordi to �. Sworn to or affirmed a subscribed before Date � m i '��fl d y Of� , �'�l' Date B� , �i ,� ��� Date For the Register Date BOND Required? NO To the RegisterofWills: FEES: Please enter my appearance by my signature below: OD Lett�s.......................................... $ � Attorney Si n : ( J )Short Certificate(s)......... ' . ( )Renunciation(s).............. ( )Codicil(s)........................ ( )Affidavit(s)...................... Printed Name: radley L.Griffie Bond............................................. Supreme Court Commission.................................. ID Number: 34349 th r . (� -"'c..�- � - Firm Name: Griffie 8�Associate�P.C. s � rn Address: 200 N.Hanover Strget� � � n r�"1 �° c� -v r" � Carlisle,PA 17013�- .'�".,, r�� � !..'; �,�„� .;.s i.� � Q Phone: 717-243-5551 '� � �-` � � -�r� � .., ,�-� �— _. Automation Fee............................ .., .�- � Fax: _� ..._ ..._ JCS Fee....................................... , • �w:� N r" m E-mail: bgriffie@griffielaw.e�m"t � p TOTAL......................................... $ � s DECREE OF THE REGISTER Date of Death: 08123/2014 Social Security No: Estate of Donald L. Burd File No: 21-14 — a/k/a: AND NOW, , , in consideration of the foregoing Petition, satisfactory proof having een presented before me, IT IS DECREED that Letters Testamentary are hereby granted to Gregory L. Burd in the above estate and(if applicable)that the instrument(s)dated 08/13/2009 described in the Petition be admitted to probate and filed of record as the st Will(an C il )of De e nt. � � egi er of Wills Form RW-OY rev.10/11/2011 Copyright(c)2011 form software only The Lackner Group,Inc. Page 2 2 _ . . __ __ _ REGISTER OF WILLS CERTIFICATE OF CUMBERLAND COUNTY GRANT OF LETTERS PENNSYLVANIA , � oF cv�y ,�y ` e�` No. 2014- 00828 PA No. 21- 14- 0828 .7� ��� '�� Es ta te Of: DONALD L BURD O D �Z lFirsL Middle,LasU � v � La te Of: WEST PENNSBORO TOWNSH/P CUMBERLAND COUNTY Deceased Soci al Securi ty No: 1750 WHEREAS, on the 5th day of September 2014 an instrument dated August 13th 2009 was admitted to probate as the last will of DONALD L BURD (First,Middle,Last) late of WEST PENNSBORO TOWNSH/P, CUMBERLAND County, who died on the 23rd 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: GREGORY L BURD who has duly qualified as EXECUTOR(R/Xl 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 VAN/A. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office on the 5th day of September 2014. ' ��v � v� �" � egisier o i s w _,�„r �''� .�� , � � c� �`- `�' �. �� � � � r '� eput G� `..� (� • ;_.. "r �;:1 L� a:�._ . . . �+J L,:'.d � y.` �,•� :;,, d F.__ L1� :W."' '�:: � Vj � -� �i � � � V Z � ltJ w t"�' �' � L� � � � � N � **NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST) , , ' � " ' N C� LAST WILL AND TEST � I� rn -� -� <�a rn �y c, J- r_.. ...6 1 � .,..,� OF -� . ' , . , --�c� -;� , � � DONALD� L. BURD : r„ ;-:-� , ,�.. �. _,� -:., � I I, DONALD L. BURD, of 19 Bridg�water Road, Newville, Cumberland Count� � , � Pennsylvania, being of sound and disposing mind, memory and understanding, do make, � , publish and declare this to be my Last Will and Testament, hereby revoking and making void all previous Wiils and Codicils heretc�ftsre made by me. �''� FI�ST I order and direct my Executor hereinafter named to pay all of my just debts, � funeral expenses and expenses involved or connected with the administration of my estate as soon after my death as is reasonably possible. I direct my Executor to pay all inheritance, estate, succession and legacy taxes, to which my estate or the transfer of any property hereunder may be subject, and to charge such taxes as part of the expenses of the administration of my estate, being deducted and paid from the residue of my estate and not to be deducted in any manner from any specific bequests made herein. However, my Executor need not accelerate and pay those �anmatured obligations which, in his, her or its Iopinion, it might be proper and more advayitageous to retain or renew and pay as they become due and payable. If.I do not own a burial plot or a grave marker at the time of my death, I authorize my Executor/Executrix, in his, her or its sole discretion, to purchase a GRIFFIE&ASSOCIATES Attorneys At Law 200 N.Hanover Street Page 1 of 7 100 Lincoln Way East, Suite D Carlisle,PA 17013 Chambersburg,PA 17201 burial plot and to erect a suitable grave marker at my grave, and to expend sums from my estate for this purpose. SECOND I give, devise and bequeath my entire estate of whatever nature and wheresoever situate, together with all insurance proceeds thereon, to my beloved son, GREGORY L. BURD,providing that he survives me by sixty(60) days. THIRD Should my son, Gregory L. Burd, predecease me or die on or before the sixtieth (60`h) day following my death, then I give, devise and bequeath my entire estate of �Q whatsoever nature and wheresoever situate, together with all insurance proceeds thereon, to my granddaughter, AMY L. STAVER, providing she survives me by sixty (60) days, per stirpes. � FOURTH I grant my Executor/Executrix the following powers in addition to and not in limitation of such powers as my Executor/Executrix shall hold by law: (a) To retain all property received including the stock of any corporate fiduciary acting hereunder,provided such property remains productive. (b) To join in any corporation, partnership, recapitalization, merger, reorganization or voting trust plan; to delegate authority with respect thereto; to deposit investments under agreements and pay assessments; and generally to exercise all rights of investors, including but not limited to, the voting of shares. GRIFFIE&ASSOCIATES Attorneys At Law 200 N.Hanover Street 100 Lincoln Way East, Suite D Carlisle,PA I7013 Page 2 of 7 Chambersburg,PA 17201 , r ' , • . (c) To manage, operate, repair, improve, mortgage or lease on any terms any real estate held or owned by my estate. (d) To operate any business that I may own at my death. (e) To invest any funds of my estate in any stocks,bonds, notes or other securities or property, real or personal, without regard to the principle of diversification or any other statute or general rule of law in his, her or its absolute discretion, it being my intention to give my Executor/Executrix the broadest investment powers possible, providing such investments do not unnecessarily prevent the prompt settlement of my estate. �} (� To sell or otherwise dispose of any property, real or personal, tangible or intangible, at any time forming a part of my estate in any manner and on such terms and conditions as my Executor/Executrix shall see fit in his, her or its absolute discretion. �, (g) To borrow money for the payment of taxes or for any other proper purposes in the administration of my estate, and to mortgage or pledge estate assets as security. (h) To compromise claims without court approval including, but not limited to, any controversies with the United States of America or the Commonwealth of Pennsylvania concerning estate and inheritance taxes on any interests that may pass under this my Last Will and Testament. (i) To distribute in cash or in kind upon any division or distribution of my estate. GRIFFIE&ASSOCIATES Attorneys At Law 200 N.Hanover Street page 3 of 7 j00 Lincoln Way East, Suite D Carlisle,PA I7013 Chambersburg,PA 17201 (j) To undertake any and all acts deemed necessary and proper by my Executor/Executrix for the proper, advantageous and prompt management of the settlement of my estate. (k) In general, to exercise all powers in the management of my estate which any individual could exercise in the management of similar property owned in his own right, upon such terms and conditions as to him, her or it may seem best and to execute and deliver all instruments and to do all acts which he, she or it deems necessary or proper to carry out the purposes of this, my Last Will and � Testament. FIFTH No interest of any beneficiary of my estate, either in income or in principal, shall � be subject to anticipation or pledge, assignment, sale or transfer in any manner, nor shall any beneficiary have the power in any manner to charge or encumber his interest either in income or principal, nor shall the interest of any beneficiary be liable or subject in any manner while in the possession of my Executor/Executrix for the liability of such beneficiary. SIXTH I nominate, constitute and appoint my son, GREGORY L. BURD, as Executor of this my Last Will and Testament. In the event my son is deceased, unable or unwilling to serve or shall cease to serve for any reason whatsoever, then I nominate, constitute and appoint my granddaughter, AMY L. STAVER, as Executrix of this my Last Will and Testament. I direct that my Executor/Executrix shall not be required to give or post bond for the faithful performance of his, her or its duties in this or any other jurisdiction. GRIFFIE&ASSOCIATES Attorneys At Law 200 N.Hanover Street 100 Lincoln Way East, Suite D Carlisle,PA 17013 Page 4 of 7 Chambersburg,PA 17201 SEVENTH I hereby declare it to be my expressed desire that my Executor/Executrix employ the law firm of Griffie & Associates, of Carlisle, Pennsylvania, for legal advice and assistance regarding this my last Will and Testament, they having considerable knowledge of my affairs, views and wishes respecting any matters that may arise at the probate of this instrument, the administration of my estate, and the execution of the powers herein mentioned. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of seven (7) typewritten pages, the first four (4) of which bear my signature on the side margin, for purpose of identification, this ��' ; day of , 2009. WITNESS: � ��}'��Z�� � �,�!C,l'� DONALD L. BURD i � '! GRIFFIE&ASSOCIATES Attorneys At Law 200 N.Hanover Street 100 Lincoln Way East, Suite D Carlisle,PA 17013 Page 5 of 7 Chambersburg,PA 17201 ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA: . SS. COUNTY OF CUMBERLAND . I, DONALD L. BURD, the Testator whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly, and that I signed it as my free and voluntary act for the purposes therein expressed. � DONALD L. BURD Sworn or affirmed and acknowledged before me by the Testator this ��� day of , 2009. r � s �� � RONN J: IIAitER Notary Pub{fC CMllISIE bOROUGH,CUMBERLANO COUNTf My Comfntsaion Expires Apr 17, 2011 GRIFFIE&ASSOCIATES Attorneys At Law 200 N.Hanover Street 100 Lincoln Way East, Suite D Carlisle,PA 17013 Page 6 of 7 Chambersburg,PA 17201 . ' • � AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA: . SS. COUNTY OF CUMBERLAND : WE, ��� Ic� C- ��� �c and �(�� f�. t��P"Z. , the witnesses whose names are attached to the foregoing document, being duly qualified according to law, do depose and say that we were present and saw the Testator sign and execute the instrument as his Last Will and Testament; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testator signed the Last Will and Testament as witnesses and that to the best of our knowledge the Testator was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. � � Sworn or affirmed and subscribed before me by r � and �. � this�day of � , 2009. —_��� ���`—`�-- � J r`.,, s.�-� Notary Public - NOURIAL SEAI RO�IN J. 6ASSETT Notary Pubiic CMLMLE�OROUGH,CUM�ER�N'D My Cotnlhitftot►ExDlr�s M�. 17. �Ot 1 GRIFFIE&ASSOCIATES Attorneys At Law 200 N.Hanover Street page 7 of 7 100 Lincoln Way East, Suite D Carlisle,PA 17013 Chambersburg,PA 17201