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HomeMy WebLinkAbout10-02-14 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: Barbara Jo Lebo Massam,Debra Ann Lebo and Marcia Lynne Lebo Baker Decedent's Information `l Name: L Robert Lebo File No: 21---fT9�7 a/k/a: (Assigned by Registe,�) a/k/a: npsl( Date of Death: 09/21/2014 Age at Death: 79 Decedent was domiciled at death in Cumberland County, pp (State)with his/her last principal residence at 58 Round Ridge Road,Mechanicsburg 17055 Upper Allen Twp. Cumberland Street address,Post Office and Zip Code City,Township or Borough Counry Decedent died at Suncoast Hospice 33782 Pinelias Park Pinellas FL Street address,Post Office and Zip Code Ciry,Township or Borough County State Estimate of value of decedenYs property at death: Ifdomiciledin Pennsylvania...................... All personal property $ 250,000.00 If not domiciled in Pennsylvania................ Personal property in Pennsylvania $ If not domiciled in Pennsylvania................ Personal property in County $ Value ofreal estate in Pennsylvania................................................................... $ 170,000.00 TOTAL ESTIMATED VALUE $ 420,000.00 Rea�estate in Pennsylvania situated at 58 Round Ridge Road Upper Allen Township Cumberland (Attach additional sheets,if necessary.) Street address,Post Office and 2ip Code City,Township or Borough County �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 05/07/2014 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 mar 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.§73323(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 ❑ B. Petition for Grant of Letters of Administration (If applicable) c.t.a.,d.b.n.,d.b.n.c.t.a.,pedente lite,durante absentia.durante mrnoritate If Administration,c.ta or d.b.n.c.t.a.,enter date of Wili in Section A above and com�lete list of heir�. Except as follows:Decedent was not a party to.pending divorce proceedin 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 a�udicated an incapacitated person. �NO EXCEPTIONS � EXCEPTIONS ��' Petitioner(s),after a proper search has/have ascertained that Decedent left no Will and was survived by the followir�spouse(if a�and 'r ttach additional sheets,if necessary): � •.� o � � � �� c.>> � Name Relationship Address rn -�-- �-- ' `,' �� i` � �� ..+:"�' , . '...� ,,.Y.� `F� ..n ' � .....� �^'� ... �'�'" t ,r�.r . � �1 � O • - N ..,j � Form RW-02 rev.10-11-2011 Copyright(c)2011 form software only The Lackner Group,Inc. Page 1 of 2 ___----__ V Oath of Personal Representative Official Use Only COMMONWEALTH OF PENNSYLVANIA } } SS: COUNTY OF Cumberland } Petitioner(s)Printed Name Petitioner(s)Printed Address Barbara Jo Lebo Massam 27 Broadview Terrace ''�' Chatham,NJ 07928 n s � rn Name as listed in Will: Barbara Jo Lebo Masssam � Q rn n Debra Ann Lebo 1806 Dellabrooke Farm Lane � � �� '� Brookeviile,MD 20833 � ,-'�� � � {:n � Name as listed in Will: Debra Ann Lebo t� -°- �'' N `'1 ��� Marcia Lynne Lebo Baker� �sg 3419 Canyon Creek � ; ' ' �, � �' Mechanicsburg,PA 17055 � ,� �� Name as listed in Will: Mar1a L nne Lebo Banker N ..__ � i Q_. . � G'� � -r� 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 dent Petitioner(s)will well and truly administer the estate accordi to law. Sworn to r affirmed and subscribed before r�/� ��'�^ Date � me th day of � c�V� Date 2 6 l gy; C^ Date For f egister Date BOND Required7 � YES ❑ NO To the RegisterofWills: FEES: Please enter my appearance by my signature below: Lett r ......................................... $ �a �b� Attor y Si nature: ( ��)Short Certificate(s)......... ��,U A ( )Renunciation(s).............. ( )Codicil(s)........................ ( )Affidavit(s)...................... Printed Name: Ivo V.Otto III Bond............................................. Supreme Court Commission.................................. ID Number: 27763 he � — 6 Firm Name: Martson Law Offices � � —'� Address: 10 East High Street Carlisle,PA 17013 Phone: 717-243-3341 Automation Fee............................ • . Fax: 717-243-1850 JCSFee....................................... ' TOTAL......................................... $ — E-mail: iotto@martsonlaw.com � DECREE OF THE REGISTER Date of Death: 09/2112014 Social Security No: Estate of L Robert Lebo File No: 21 '-' - a/k/a: AND NOW, , � ,in consideration of the foregoing Petition, satisfactory proof having been presented before me, IT IS DECREED that Letters Testamentary are hereby granted to Barbara Jo Lebo Massam,Debra Ann Lebo and Marcia Lynne Lebo Baker in the above estate and(if applicable)that the instrument(s)dated 05/07/2014 described in the Petition be admitted to probate and filed of record as t I Vf/ill and di ' ))of D ced r� `. a R ister of Wills , � Copyright(c)2011 form software only The Lackner Group,I . of 2 � �.���,�.. ,�.� . .���� ����,.��-� � � • • - � , �. �� �� � � � � � * REGISTER OF WILLS CERTIFICATE OF CUMBERLAND COUNTY GRANT OF LETTERS PENNSYLVANIA , � �t �F �uM , .. �.� �.�.� eF,�` No. 2014- 00947 PA No. 21- 14- 0947 � D �Z Es ta te Of: L ROBERT LEBO (Fi�si,Middle,Last1 v '� La te Of: UPPER ALLEN TOWNSHIP CUMBERLAND COUNTY M A Deceased Soci al Securi ty No: 1750 WHEREAS, on the 2nd day of October 2014 an instrument dated May 7th 2014 was admitted to probate as the last wi11 of L ROBERT LEBO (Fiist,Middle,Lastl late of UPPER ALLEN TOWNSH/P, CUMBERLAND County, who died on the 21st day of September 2014 an WHEREAS, a true copy of the will as prohated 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: BARBARA J MASSAM and DEBRA A LEBO and MARCIA L BAKER who have duly qualified as EXECUTOR(R/X) 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 of my office on the 2nd day of October 2014. . �.. � . � � Register of i I.s� �7 C''7 � � � / ' ' lr.. ��� � � � i.s �'- �-• : Deputy �_ c.:; f'` N �� " ._ �/ L�e �-� __J '2-y r":; ,... � � � � Q-- Cs'� U � � � � � � � � (�J **NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST) F:�FILES\Clients\9340 R.Lebo\9340.1.wi112014.wpd , r ' rv C `c � � � � G� � G7 LAST WILL AND TESTAMENT � -z, � �,� °, r�' � c' - c� ::`� t,, r-- . � i�t I,L.ROBERT LEBO,of Upper Allen Township,Cumberland Co�r�t�, enn�lvai��,�eing �'' _= . ;: : -� � of sound and disposing mind and memory,do hereby make, publish and deeTar$,thi�s��-o be`tn3�;Last Will and Testament, hereby revoking any and all former Wills or Codicils by me r�ie. � r�'rrn ITEM ONE vi � � I direct that all my legally enforceable debts, funeral expenses, testamentary expenses and all death 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 Executrices 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. ITEM TWO I give such items of personalty as are itemized in a certain list, if any,attached hereto to the persons named thereon, which list is signed and dated by me at the end thereof. ITEM THREE I give any vehicle that I may own at the time of my death unto my wife, CAROLYN M. LEBO. ITEM FOUR A. I give,devise and bequeath all of my estate,both real and personal property,unto my children, BARBARA JO LEBO MASSAM, DEBRA ANN LEBO and MARCIA LYNNE LEBO BAKER, in equal shares absolutely. B. In the event that any of my said children shall fail to survive me,but shall leave issue surviving, then such deceased child's share shall be held by my Trustees as follows: Until the beneficiary of such share shall attain the age of thirty(30)years,my Trustees shall pay so much of the principal and income of the trust as is necessary, in Trustees' sole discretion, for the health, education,maintenance and support of the beneficiary thereof,keeping in mind the other resources available to such beneficiary for such purposes. Upon such beneficiary's attaining the age of thirty (30) years, the Trustees shall pay the net income of such share to or for the benefit of such �°�J,C L.R.L. Page 1 of 7 Pages beneficiary in at least quarterly installments. Further, the Trustees shall be at liberty to invade the principal of such share to provide for the health, education, maintenance and support of such beneficiary, keeping in mind any other resources available to such beneficiary for such purposes. Upon such beneficiary's attaining the age of forty(40) years, all accumulated income, if any, and principal of such share shall be distributed outright to such beneficiary.In the event that any of my children shall fail to survive me and not leave issue surviving,then such deceased child's share shall be added to the shares of my other children as if originally a part thereof. C. Notwithstanding any other provisions to the contrary,in no event shall any share be distributed to any beneficiary later than twenty (20)years after the date of my death. ITEM FIVE POWERS OF EXECUTRICES AND TRUSTEES In addition to the powers conferred by case law, by statute, and by other provisions hereof, my Executrices and Trustees and their successors, shall have the following discretionary powers applicable to all property held by them which powers shall be effective without order of any court and shall exist until final distribution: A. To retain any property of any nature received by them for whatever period they shall deem advisable; B. To invest and reinvest all or any part of said property in such stocks,bonds,common trust funds, securities,accounts,certificates of deposit(including,but not limited to, stocks,bonds, common trust funds,securities,accounts or certificates of deposit of the Trustees)or other property, real or personal,as in their discretion they shall deem proper,without regard to statutes limiting the property which a fiduciary may purchase; C. To sell,transfer,exchange or otherwise dispose of,any part of said property,for cash or on terms,publicly or privately,or to lease,even for a term exceeding five(5)years or the duration of any trust herein, without liability on the purchasers or lessees to see to the application of the proceeds, and to give options for these purchases without the obligation to repudiate them in favor of a higher offer; D. To execute and deliver any deeds, leases, assignments or other instruments as may be necessary to carry out the provisions of any trust hereunder; "'►!,�� L.R.L. Page 2 of 7 Pages E. To borrow money, including the right to borrow money from any bank and to mortgage or pledge any asset of the estate as security; F. To assume continuance of the status of any beneficiary with regard to death,marriage, divorce, illness, incapacity and the like in the absence of information deemed reliable without liability for disbursements made on such assumption; G. To pay from the trust,or the income therefrom,all debts or claims against my estate, or any taYes or similar charges on my estate; H. To make any distribution hereunder either in kind or in money, or partially in kind and partially in money. Distribution in kind shall be made at the market value of the property distributed, and my Trustees, in my Trustees' absolute discretion, may cause the share distributed to any distributee to be composed of property similar to or different from that distributed to any other distributee; I. To exercise any subscription right in connection with any security held hereunder,to consent to or participate in any recapitalization, reorganization, consolidation or merger of any corporation, company or association, the securities of which may be held hereunder, to delegate authority with respect thereto, to deposit investments under agreements, to pay assessments, and generally to exercise all rights of investors; J. To invest in endowment, insurance or annuity policies on the lives of beneficiaries of any trust hereunder; K. To continue in any partnership, joint venture, joint ownership or other business enterprise of which I am a part at the time of my death; L. To compromise claims; M. To continue for whatever period of time as they shall deem necessary any ownership as a tenant in common or as a partner,in real estate or other property and to act as I could have done had I been living; N. To lend money to my estate or to any trust created hereunder or to purchase from the estate or from any trust created hereunder, at the market value thereof at the time of purchase, any securities or other property tendered to them by my estate or any trust created hereunder at any time and from time to time within a period of nine (9) months after my death; -�',�-� L.R.L. Page 3 of 7 Pages O. In the event that any amounts are payable hereunder or under any trust created hereunder to a minor, or to a person otherwise under legal disability,or to a person not adjudicated to be an incapacitated person,but who,by reason of illness or mental or physical disability is,in the opinion of fiduciary(ies)hereunder,unable to properly administer such amounts,such amounts may be paid by the fiduciary(ies)hereunder in his,her or their sole discretion in any of the following ways as he, she or they may deem best: 1. Directly to such beneficiary; 2. To a legally appointed guardian of such beneficiary for the benefit of such beneficiary; 3. To a person having custody of such beneficiary for the benefit of such beneficiary; 4. By the fiduciary(ies)hereunder using such amounts directly to the benefit of such beneficiary. Evidence of the application or payment of an amount in such a manner shall be a full and complete discharge of the fiduciary(ies) hereunder to the extent of such payment or application. This paragraph shall be applicable to payments of income as well as principal. P. To employ agents, attorneys and proxies and to delegate to them such power as my personal representatives and Trustees consider desirable and to pay reasonable compensation for such services as may be rendered by such agents, attorneys and proxies; Q. To conduct an inventory of any safe deposit box necessary to the administration of my estate. R. To do all other acts in their judgment necessary or desirable for the proper management, investment and distribution of my Estate. ITEM SIX PROTECTIVE PROVISIONS All income or principal held for the use and benefit of any trust hereunder shall not be in any way or manner subject to anticipation, assignment, pledge, sale or transfer, nor shall any such interest, while in the possession of my Trustees, be liable for or subject to the debts, contracts, obligations, liabilities or torts of any beneficiary, or to attachments, executions or sequestrations �-�-� L.R.L. Page 4 of 7 Pages under process of law. ITEM SEVEN APPOINTMENT OF EXECUTRICES AND TRUSTEES I nominate, constitute and appoint my I my daughters, BARBARA JO LEBO MASSAM, DEBRA ANN LEBO and MARCIA LYNNE LEBO BAKER, or the survivor(s) of them, as Executrices of my estate. I nominate,constitute and appoint my daughters,BARBARA JO LEBO MASSAM,DEBRA ANN LEBO and MARCIA LYNNE LEBO BAKER,or the survivor(s)of them,as Trustees of any trust created hereunder. ITEM EIGHT WAIVER OF BOND I direct that neither my Executrices nor my Trustees or their successors shall be required to file any bond in any jurisdiction to secure the faithful performance of their duties, nor shall they be required to obtain any order or approval of any court for the exercise of any power or discretion set forth in this Will. IN WITNESS WHEREOF I have hereunto set my hand and seal this 7th day of May,2014. -'� �,'"`'"%� (SEAL) L. Robert Lebo SIGNED,SEALED,PUBLISHED AND DECLARED by the above-named Testator,as and for his Last Will and Testament, in the presence of us,who at his request,have hereunto subscribed our name as witnesses thereto, in the presence of the said Testator and of each other. C� �c- � �� G� Page 5 of 7 Pages COMMONWEALTH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) I, L. Robert Lebo, the Testator, whose name is signed to the foregoing instrument, being first duly sworn,do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his last Will and that the Testator has signed willingly, and that the Testator executed it as his free and voluntary act for the purposes therein expressed. ���� � L. Robert Lebo, Testator Subscribed, sworn to and acknowledged before me by L. Robert Lebo, the Testator, and subscribed and sworn to before me this 7t" day of May, 2014. otary P ic CpMMONWEALfiH 9R NRN YLVA IA � � NOTARIAL SEAI � Uena S.8rumbaugh,Notary Public � Carlisle Boro,Cumberiand Counry � My Commission Expires Feb.48,2018 i._.�._, tt:.!dBER, PENNSYLT�ANIA ASSOCIATION OF NOTARIES Page 6 of 7 Pages COMMONWEALTH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) We, Victoria L. Otto and Dean S. Brumbaugh, the witnesses, respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his last Will and that the Testator has signed willingly, and that the Testator executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the Will as a witness and that to the best of his/her knowledge the Testator was at that time eighteen years of age or older,of sound mind and under no constraint or undue influence. ����`��`• v Witnes itness Subscribed, sworn to and acknowledged before me by Victoria L. Otto and Dena S. Brumbaugh, the witnesses, this 7t'' day of May, 2014. � � �'� ��� � COMMONWEALTH OP PENNSYLVANIA Notary Public NoWrial Seal Melissa A. Schoily, Notary Pubilc CaHisle Boro, Cumberland Counry My Commisslon Expires Jan. 19, 2018 MEMBER,PENNSYLVANIA�1550CIATION Oi NOTARSES Page 7 of 7 Pages