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HomeMy WebLinkAbout09-17-14 , 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 ' I /�1 p(� Name: SARAH M.HEFELFINGER File No: 2�"��-1� V 0'I � a/k/a: (Assigned by Register) a/k/a: a/k/a; Social Security No: Date of Death: 09/08/2014 Age at death: 97 Decedent was domiciled at death in CUMBERLAND County, PF.NNSYI.VANIA (Srare)with his/her last principal residence at 1229 HILLSIDE DRIVE CARLISLE 17013 BOROUGH OF CARLISLE CUMBERLAND Street address,Post Otfice and Zip Code City,Towns6ip or Borough County Decedent died at M.S.HERSHEY MEDICAL CENTER HERSHEY 17033 HERSHEY DAUPHIN PA 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 Pennsylvania.................. .. ........ All personal property $ 250,000.00 If not domiciled in Pennsy/vania. ... .. .... .. . . . . ... .. ... Personal property in Pennsylvania $ If not domiciled in Pennsylvania. ..... ...... ... . ........ Personal property in County $ Value of rea!estate in Pennsylvania.... .. ....... .. . ... ..... ....... .. .. ... .. .. .. ....... ..... . $ TOTAL ESTIMATED VALUE. ... $ 250,000.00 Real estate in Pennsylvania situated at: (Attach additiona[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/are the Executor(s)named in the last Will of the Decedent,dated 09/OS/2001 and Codicil(s) thereto dated 06/21/2002 ni7�iiTT.i!`7ATTllATC Fl1R FRAAT(`FC AT uirec�r r e�.m ueuueua r. CA('KMAN ARF ATTA('HF.n HF.RRTn State relevant circumstances(e.g.renunciation,death of ezecutor,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 complete list e�heirs. � ' �—� � t�'1 Except as follows: Decedent was not a party to a pending divorce proceeding wherein the grounds for dif+'erc�ad been�S�ablis�dQ'�defined in 23 Pa.C.S.§3323(g)and was neither the victim of a killing nor ever adjudicated an incapacitated perso� � � � �� � � Q NO EXCEPTIONS Q EXCEPTIONS � � �-- y�,��� Petitioner(s),after a proper search has/have ascertained that Decedent left no Will and was survived by the folle�a�ir'�spouse(i�y)art�e s(attach additional sheets,if necessnry): �- ` �'' � _ � -rt Name Relationshi Addr,.es�: -= � .. . F—' t"" •- , � � � F�rm nw o2 ,-ev. loi�li�oii Page 1 of 2,� ^ ��v Oath of Personal Representative off��ai use oniy COMMONWEALTH OF PENNSYLVANIA } } SS: COUNTY OF CUMBERLAND } Petitioner(s)Printed Name Petitioner(s)Printed Address JAMES F.I-�FELFINGER 165 WEST 73RD STREET NEW YORK CITY NY 10023 ,-...""-r'"'����. The Petitioner(s)above-named swear(s)or affirm(s)the st ements in the foregoing Petiti are t orrect to the best of the knowledge and belief of Petitioner(s)and that,as Personal Representative(s)of e Decedent,the Petition ' well er the estate accor ' g to w. '-�...�..,....._..,,,� Sworn to or affirmed and subscribed before ' Date /7 �/ me th' �`�,day ,�� Date BY; j/V�_ Date For the Register Date BOND Required: Q YES � NO To the Register of Wil[s: FEES' Please enter my appearance by my signature below: ' A Letters . . . . . . . . . . . . . . . . . . . . . . $ 310.00 Attorney Sig �re: � ( 3 ) Short Certificate(s).. . . . . 15.00 ( 2) Renunciation(s).. . . . . . . . 10.00 � ( 1 )Codicil(s). . . . . . . . . . . . . 15.00 - ( )Affidavit(s).. . . . . . . . . . . Bond.. . . . . . . . . . . . . . . . . . . . . . . Pri ame: MARCUS A.McK GHT,III Commission. . . . . . . . . . . . . . . . . . Sup e Court Other . . . . . . . . ID Number: 476 WILL . . . . . . . 15.00 INVENTORY . . . . . . . . 15.00 Firm Name: IRWIN&McKMGHT,P.C. INH TAX RETURN . . . . . . . . 15.00 Address: �(1 WFCT P(IMFRFT CTRF.F.T reur ici FypA 1701"t . . . . . . o . . . . . . Phone: (717)249-2353 � � `� � � . . . . . . . . Automation Fee. . . . . . . . . . . . . . . 5.00 Fax: (7171249-6354 r� T� r-`�r,�— JCS Fee. 35.50 Email: � � � � � . . . . . . . . . ��+'. f N �-{ C� TOTAL. . . . . . . . . . . . . . . . . . . . . $ 435.50 i-:-? � C1 DECREE OF THE REGISTER ' � � �� � Estate of SARAH M.I-IEFELFINGER File No: '�I�_� �"� ` ����_ a1k/a: � tn c� � AND NOW, � ���� E'� .��#7��Y1 � 1� , �-�'�� ,in consideration of the foregoing Petition, satisfactory proof having been presented efore me,IT IS DECREED that Letters TESTAMENTARY are hereby granted to JAMES F.HEFELFINGER in the above estate and(if applicable)that the instrument(s)dated SEPTEMBER 5 2001 AND JUNE 21 2002 described in the Petition be admitted to probate and filed of rec rd as the last Will(and Codicil(s)) of Decedent. ��� �� . c��}�--, Register of Wills � � ��— �', ��/�� � l. , �� l L�Z��/'• Page 2 of 2 Form RW-O2 rev. l0/ll/_0l1 � Q �_ �, .. . ��, � _�,�. .� ���.��.�-� �.����.._��,,��.n.��.�,_..�� __ fV �� i � � � � �i � � � � G7 � r�'1 � � RENUNCIATION `� --� �,�� � `7' � � �. � P�7 T_F. r� i"" r„�i m :.:_ —J :'t� t7 w, r�; REGISTER OF WILLS ° �_�j � - . � -•,-� -�-r CUMBERLAND COUNTY,PENNSYLVANIt� �.�r � ...�- '*'► '= c> w r :: , �---� �,. rn F—. v� o � Estate of SARAH M. HEFELFINGER , Deceased I, BARBARA L. SACKMAN , in my capacity/relationship as (Print Name) CO-EXECUTOR of the above Decedent, hereby renounce the right to administer the Estate of the Decedent and respectfully request that Letters be issued to JAMES F. HEFELFINGER � //y�d/Y,/A G•'C�Q�f��4-�-- �,�,. /3 � / � • �signatU.e� (Date) — �� �S /! �� (Street Address �'an� i�f /1/�/- /��.� (Ciry,State,Zdp) Executed in Register's Office Executed out of Register's Office Sworn to or affirmed and subscribed Before the undersigned personally appeared the before me this day party executing this renunciation and certified of , that he or she executed the renunciation for the purp es stated within on this � day of � �1 .� � � Deputy for Register of Wills Notary blic. . My Commiss Expires: (Signature and Seal of Notary or other o qualified to administer oaths. Show date of expiration of Notary's Commission.) COMMONW_EALTH 0� PENNSYLVlWIA Notarlal Sea� Marcus A.McKnight III,Notary Pubitc Garlisle Boro,Cumberland t.ous►tY My Cor►►mission Exp�res Oct. 10,2017 Form RW-06 rev. 10.13.06 MEMeER,PENN YlVAN1A T� ��� � � RENUNCIATION � � � ►� � o rn �, ca � r`7 �? O t`t"I � n `L7 C�^j ."�r. REGISTER OF WILLS �'�--' ?.� � � ,=� ;� CUMBERLAND COUNTY, PENNSYLVANIA,�� �' J � ' � '�' ° , - � -.::, c� � .� _� �� f-.. "�` c�a :.�; t--� '..�"'_, m � � � � W Estate of SARAH M. HEFELFINGER , Deceased I, FRANCES M. RUSSELL , in my capacity/relationship as (Print Name) CO-EXECUTOR of the above Decedent, hereby renounce the right to administer the Estate of the Decedent and respectfully request that Letters be issued to JAMES F. HEFELFINGER � i � d 1 . � �� (Date) (Sign ure) �� �� s � � �'� �� �.�. �o-�- (Street Address) �'v � Y� °���633 �a�y,sraee,zrnl Executed in Register's Office Executed out of Register's Office Sworn to or affirmed and subscribed Before the undersigned personally appeared the befo me t is �� day party executing this renunciation and certified of � —,�6� that he or she executed the renunciatio�,for the purp s sta ed within on this � ��-� day of � Deputy for Register of Wills N tat� ublic Commission Expires: (Signature and Seal of Notary or other o�cial quali6ed to administer oaths. Show date of expiration of Notary's Commission.) MM NWEAI.TH OF PENNSY�VANIA Notarial Seal Karen S.Woel,Notary Publk Form RW-06 rev. /0.13.06 CifNSk BOrO,CIIIfIbe1'I�f1d COIN1ty My('Aretni�On Explres Det.8,2015 VANTA.ASSOQAT1pW QP ryQTARIE$ � . � � c � �' rn ��. � �r�-Jr', �? o -� -v cn :v ,--�'a � n �, --i;a - �.'f �`�7. .,,., . -�7 ,r�:'a C�: . � Q � '...� `Ti � � , � � LAST WILL AND TESTAMENT �; +�`-4 rn . r ,._.. � o I, SARAH M.HEFELFINGER,of Carlisle Borough,Cumberland County,Per�sylvama being of sound and disposing mind and memory,do hereby make,publish and declare this to be rriy � Last Will and Testament, hereby revoking any and all former Wills or Codicils by me made. 1. I direct that all my legally enforceable debts,funeral expenses,testamentary expenses and all inheritance taxes (whether such taxes may be payable by my estate or by any recipient of any property) shall be paid from my residuary estate as soon as practicable after my decease and as part of the administration of my estate. My personal representative shall have no duty or obligation to obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other property not passing under this Will. 2. If my spouse shall survive me by thirty(30)days,then I give,devise and bequeath all of my estate, both real and personal property, unto my spouse, FRANK W. HEFELFINGER, absolutely. 3. In the event my said spouse shall predecease or fail to survive me by more than thirty (30) days, then I give, devise and bequeath the following sums to the following beneficiaries: a. Three Thousand Dollars ($3,000.00)unto each of my GRANDCHILDREN living at the time of my death; b. Three Thousand Dollars ($3,000.00) unto each of my GREAT- GRANDCHILDREN living at the time of my death; c. Five Thousand Dollars($5,000.00)unto the FIRST LUTHERAN CHURCH of Carlisle, Pennsylvania; Page 1 of 4 Pages �c���` S.M.H. d. One Thousand Dollars ($1,000.00) unto the YWCA of Carlisle, Pennsylvania; and e. One Thousand Dollars($1,000.00)unto the TLB FOUNDATION of Carlisle, Pennsylvania. 4. In the event my said spouse shall predecease or fail to survive me by more than thirty(30) days,then I give,devise and bequeath all the rest,residue and remainder of my estate,both real and personal property, in equal shares, unto my children, BARBARA L. SACKMAN, FRANCES M. RUSSELL, and JAMES F. HEFELFINGER, with substitution of issue,per stirpes. 5. I nominate,constitute and appoint my said spouse,FRANK W.HEFELFINGER,as Executor of my estate. In the event he shall be unable or unwilling to so serve,then I nominate,constitute and appoint my said children, BARBARA L. SACKMAN, FRANCES M. RUSSELL, and JAMES F. HEFELFINGER,or the survivors of them, as Co-Executors of my estate. I further appoint my said children as Co-Trustees for any beneficiaries who have not attained the age of legal majority. 6. I direct that my personal representatives shall not be required to file a bond to secure the faithful performance of their duties in any jurisdiction. 7. I authorize and empower my personal representatives,in their sole and absolute discretion,to purchase or otherwise acquire and retain any investments of which I die seized or any real or personal property of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose of or grant options in regard to any or all property of any kind forming a part of my estate for such terms and such prices as they may deem advisable;to borrow money for any purposes connected with the protection and preservation of my estate;to mortgage or pledge any real or personal property forming a part of my estate or to join in or secure the partition of same; to compromise any claims or demands of my estate against others or of others against my estate;to make distribution in kind and to cause any share to be composed of cash, property or undivided fractional shares in property Page 2 of 4 Pages Q�� S.M.H. to cause any share to be composed of cash, property or undivided fractional shares in property different in kind from any other share; to employ agents, attorneys and proxies and to delegate to them such power as my personal representatives consider desirable and to pay reasonable compensation for such services as may be rendered by such agents, attorneys and proxies; and to execute and deliver such instruments as may be necessary to carry out any of these powers. In addition, I direct that my personal representatives shall have the power to conduct an inventory of any safe deposit box necessary to the administration of my estate. IN WITNESS WHEREOF I have hereunto set my hand and seal this 5�' day of September, 2001. (SEAL) Sarah M. Hefelf ige • SIGNED, SEALED,PUBLISHED AND DECLARED by the above-named Testatrix,as and for her Last Will and Testament,in the presence of us,who at her request,have hereunto subscribed our names as witnesses thereto, in the presence of the said Testatrix and of each other. �--�1�i,�.�%- � , � Page 3 of 4 Pages COMMONWEALTH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) I, SARAH M.HEFELFINGER,Testatrix,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;that I signed it willingly;and that I signed it as my free and voluntary act for the purposes therein expressed. v � Sarah M. Hefel i er Sworn or affirmed to and acknowledged before me by SARAH M. HEFELFINGER, the Testator, this St" day of September, 2001. j� � � Not ry Public rvota�ai sea� Lorl A.SWlivan,Notary Public COMMONWEALTH OF PENNSYLVANIA � My aCommi�n Exp�rebs�Fe�b.16 2�Xo� : S S. Member,Pennsylvania AssoCiation of NolBries COUNTY OF CUMBERLAND ) We, ����/1 (. �3�b�v✓1 �d �Cc,(t �- � � �-I' 1(d(� I Sf"�' t he witnesses w hos ne ames are signe d to t he a ttac he d or foregoing i n s t r u m e n t,b e i n g d u l y q u a l i f i e d according to law,do depose and say that we were present and saw SARAH M.HEFELFINGER,the Testatrix, sign and execute the instrument as her Last Will; that the Testatrix signed willingly and that the Testatrix executed it as her free and voluntary act for the purposes therein expressed; that each of us,in the hearing and sight of the Testatrix,signed the Will as witnesses;and that to the best of our knowledge the Testatrix was at that time 18 or more years of age,of sound mind and under no constraint or undue influence. Address �-�oo Lo�s 6�.,� �u� �'�� l .�, �� i�o13 `�'Y�G��C.�� T- �.-R-^-����v�� Address 23Z N- CDG��sT.��T— C��s�� `°�- i7c�i3 Sworn or affirmed to and subscribed befo me this St" day o September, 2001. ,� Not Pu ic Nota�si seai Lo�i a suNi++ar►,tVotary Pubuc CarNsle Boro,Cumbedand County_ C:\SLB�Estate Planning\10266.Iw-wilLdoc MY Corr►mission Expires Feb. 16,2004 Memh�������va�i�Ass�ciationotNota�feS Page 4 of 4 Pages � � . . ° � rn � c, -� m c� G� � �� � o � a r�rt � ,��'.. r. r�~�� � `?7 yr .�, ...J :� C�DICIL r" ;�"� .. � G„'? - Ci'� '"�1 . . ^ ' " � �� --� ' `�, � � f7 I, SARAH M. HEFELFINGER, of the Borough of Carlisle, �tunberl�i C��y, �' -n Pennsylvania, being of sound and disposing mind and memory, do hereUy make, �blish and declare this to be a Codicil to my Last Will and Testament dated September 5, 2001. � 1. I hereby delete the existing subparagraph d. under paragraph 3. of my aforesaid Will and replace same with a new subparagraph d. as follows: "Five Thousand Dollars ($5,000.00) unto the YWCA of Carlisle, Pennsylvania; and" 2. In all other respects, I hereby ratify and affirm my aforesaid Will dated September 5, 2001. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 21S` day of June, 2002. ' (SEAL) Sarah M. Hefel�ing • SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testatrix, as and for a Codicil to her Will dated September 5, 2001, in the presence of us, who at her request, have hereunto subscribed our names as witnesses thereto, in the presence of the said Testatrix and of each other. � �l Page 1 of 2 Pages COMMONWEALTH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) I, SARAH M. HEFELFINGER, Testatrix, 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 a Codicil to my Will dated September 5, 2001; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. ✓ ' Sarah M. Hefelf g Sworn or affirmed to and acknowledged b fore me by SARAH M. HEFELFINGER, the T;,stat�ix, thi s 21 S`day of June, 2002. �j} � (y l.� Not Public Noreriel sea� COMMONWEALTH OF PENNSYLVANIA ) c.e��t°�s�earoli��umber��and�Cou,�y : SS. �Y Commistuof� �►irerc Feb. 16�2004 � Memp�'� NonofNotOri� COUNTY OF CUMBERLAND We,v� L. 1��� and ��Gt,f 0t1 � . �j�b�� the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw SARAH M. HEFELFINGER, the Testatrix, sign and execute the instrument as a Codicil to her Will dated September 5, 2001; that the Testatrix signed willingly and that the Testatrix executed it as her free and voluntary act for the purposes therein expressed; that each of us, in the hearing and sight of the Testatrix, signed the Codicil as witnesses; and that to the best of our knowledge the Testatrix was at that time 18 or more years of age, of sound ind d under no constraint or undue influence. Address a�oo L�,�s �� o��( ��.�I,s� �f} 17013 Address .� Y (7 � Sworn or affirmed to and subscribed befor me this 1 St da of June, 2002. 1 � Not Public lori A.Sulliv�,N�ary PubNa Page 2 of 2 Pages ���,��ty NA►Caommission E�ires Feb. ts,20oa C:�I,AS�ESTATEPLANNING\10266-1 cod.l M81f1�eC,Penngytva�iH qSSOqatiOfifl}� REGISTER OF WILLS CERTIFICATE OF CUMBERLAND COUNTY GRANT OF LETTERS PENNSYLVANIA II , oF cu�y , ,�y � - ,� e�`� No. 2014- 00891 PA No. 2�- �4- 0891 ,� � 9 Es ta te Of: SARAH M HEFELFINGER O D �1 (Fi�st,Middle,Lastl f� V v La te Of: CUMBERLAN�COUNTY c � `'"� .� � `� � � Deceased c, Soci al Securi ty No: rn ��'.. �� ..,'`*��� � c� �750 r' �,,, �._. � cn � ;._, � r'-f r-� � : ;�� c� WHEREAS, on the 17th day of September 2014 instrumer��s�,�c�ate3 .`.;� � September 5th 2001 June 21st 2002 wer�adr�t�ed to probate as the last will and codicil of SARAH M HEFEf:F/NGER �- r'' rn � �— lFirst,Mrddle,Castl "'�.� '� Ia te of CARLISLE BOROUGH, CUMBERLAND County, who died on the 8th day of September 2014 and WHEREAS, a true copy of the will &codicil 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: JAMES F HEFELFINGER 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 COUNTY COURT HOUSE, CARLISLE, PENNSYL VANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office on the 17th day of September 2014. �-_-,' . � ' ( � ,� �,�c. �� ( . ,�l`�!.� I � i � ? - Register of lls j/� i• . f j j�. � j j { ; � I {( ��,�� ( � i � t � '��` � � ! f _.���i �_ . Deputy �p f � **NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST)