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HomeMy WebLinkAbout10-09-14 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 ��_/�,,,j_ (�7r Name: Nanc�H Hofmann File No: � 7 L �wa: (Assigned by Register) a/k/a: ��a: Social Security No: � Decedent was domiciled at death in Cumberland County, Penns�vania (State) with his/her last principal residence at ��"'�% � ����`��� ��' ���I�� I� Y'la� 1 7CJ( � Street address,Post Office and Zip Code City,Township or Boraugh County Decedent died at �`c„ry�SL ��zc, rc.m�.� I'l�ra� c�,< <Y v�i�T✓ (.���� ��I c nc� I �U 1�' Stree[address,Post Office a d Zip Code CiTy,Township or I3orough County State Estimate of value of decedent's property at death: Ifdoniiciledin Pennsylvnnia................................All personal property $ 90,00�.�0 If not don:iciled in Pennsylvania.............................Personal property in Pennsylvania $ /f not domici[ed in Pennsylvania.............................Personal property in County $ Va[ue of renl estate in Pennsylvania........................... ........................... $ TOTAL ESTIMATED VALUE.... $ 9O OOO.00 Real estate in Pennsylvania situated at: (Attach addirional sheets,iJ�necessary.J Street address,Post Office and Zip Code City,Township or Boraugh County � A. Petition for Probate and Grant of Letters Testamentarv Petitioner(s)aver(s)he/she/they is/are the Executor(s)named in the last Will of the Decedent,dated 10/4/1999 and Codicil(s) thereto dated Paul E Hoffman predeceased the decedent having died on �i�zl �-� State relevant circumstances(e.g.renunciatlon,death of executor,etc.) Except as follows:afrer the execution of the instrument(s)offered for probate Decedent did not mazry,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 bom 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.,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. �v �� Except as follows: Decedent was not a party to a pending divorce proceeding wherein the grounds for divorce ha�een establishsd-�s defi�� in 23 Pa.C.S.§3323(g)and was neither the victim of a killing nor ever adjudicated an incapacitated person. � O � �"'� <-�j � c� .`,� C:� ❑ NO EXCEPTIONS ❑ EXCEPTIONS � � 5 —' �7 -� ..� �-�� Petitioner(s),after a proper search has/have ascertained that Decedent left no Will and was survived by the follow�z�g s��u�e�,4if any)and heirg(�rYiach _ LS� ;,� ::J additional sheets, rf necessary): . _ �,..� Name Relationship Addres� �_ � �� `Tt r:� : � i : .�:7 C.,J S� t"r"t �I ---; $._ W � . � i i i r�,�„�rzw-oz rNv. �o�i��zo�r Page 1 of 2 Oath of Personal Representative Official Use Only COMMONWEALTH OF PENNSYLVANIA } } SS: COUNTY OF CUMBERLAND } �v � Petitioner(s)Printed Name Petitioner(s)Printed Addres� —� � f�1 222 Polly Pine Road a � � `3? � j 'Mark A. Hofmann Millmont PA 17845 '�"� � � '='' '�`' 3908 Brookridge Drive � � r.- r,-- � �:;� ^ �iJ '. 4..,.Y Pamela A. Caserta Mechanicsbur PA 17050 `'�� = -. ,. �, ,_� , � .� .�.� �,' _ � ..E_� ,, -,. __ _. , ... ..M. � : . C.J '_" i-t'"i � i .. �� � 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 the Decedent,�e Petitioner(s)w' '�ell and truly administer the estate according to law. �.. Sworn to���affirmed and subscribed before '`� �i"� Date �U �1 ' ( �( me thi � da of� � - �_—, 2014 ` Date � n- �ti� Date �O�9-�-/ sy: 5` For the Regaster Date BOND Required: ❑ YES ❑ NO To the Register of Wills: FEES: Please enter my appearance by my signature below: Letters. . . . . . . . . .. . . . . . . .. . . . . $ 210.00 At rney ignature: �10 )Short Certificates(s) . . . . . . 50.00 ( )Renunciation(s) . . .. . . . . . . � -� � i ( )Codicil(s) . . . . . . . . . . . . . . ' i ( )Affidavit(s). . .. . . . . . ... . . • � Bond Printed Name: Dav�d R. GetZ ES uire i � Commission . . . . . . . .. . . . .. ... .. . Supreme Court '�I Other , , , , , . . . , ID Number: 34838 i Will 15.00 Wix Wen er&Weidner I Inh. Tax Return & Inv . . . . . . . . . 30.00 FirmName: 9 -- Address: 508 North Second Street � � � � �� � � � P.O. Box845 � � � � � � � � � Harrisbur� PA 17108-0845, . . . . . . . . . I � � � •� � � � � Phone: (717) 234-4182 . . . . . . . . . Fax: (717�234-4224 Automation Fee . . . . . . . . . . . . . . . . . 5.00 Email: dqetz(C�www�alaw.Com , 1CS Fee . . . . . . . . . . . . . . . . . . . . . . . 35.50 TOTAL . . . . . . . . . . . . . . . . . . . . ..$ 345.50 DECREE OF THE REGISTER Estate of Nanc�H Hofmann File No: ��I ' _f � " C/�I a/k/a: --- AND NOW, 1'W ��� � �� , 2014 ,in consideratian ofthe furegoing Petition, satisfactory proof having been presented befare me,IT IS DECREED that Letters Testamentary are hereby granted to Mark A. Hofmann and Pamela A. Gaserta in the above estate and(i;applicable)that the instrument(s)dated OCtober 4 1999 described in the Petirion be admitted to probate and filed of r cor �s the last Will(and Codicil(s))of Becedent. � �� , ; , �� .�� , �; Register of Wi�ls ��k `� �� i � L�� r��rn,aw-n2 ,��v. �ar�2nir `�_ �� ��� Page 2 of 2 �� ��C-�-�- �� � REGISTER OF WILLS CERTIFICATE OF CUMBERLAND COUNTY GRANT OF LETTERS PENNSYLVANIA � , y �� c uM �,� �F�� el�,� No. 2014- 00971 PA No. 21- 14- 0971 J � Es ta te Of: NANCY H HOFMANN O � Z IFirst,Middle,Lasil ll� iD � �� � ;� La te Of: CARUSLE BOROUGH � CUMBERLAND COUNTY c-� .—• � � N �� c -� r� Deceased � � c' ���� �' Soci al Securi ty No: -�� � , `�; r-' a 1750 ;:�; � . ' S �.._ " , , �� ... �.:D . .. � . , . ;:::+ WHEREAS, on the 9th day of October 2014 an instruiim�r�t: da�d i a�y .., October 4th 1999 was admitted to probate as the last wi�:l of � � � � NANCY H HOFMANN ��3 N U' � lFiist,Middle,Las7) r Q� late of CARL/SLEBOROUGH, CUMBERLAND County, who died on the 29th day of September 2014 an WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, L/SA M. GRAYSON, ESQ. , Regi s ter of Will s in and for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to: MARK A HOFMANN and PAMELA A CASERTA 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 offi ce a t 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 9th day of October 2014. .,�� , ;;-, j ;� j�; i;; � i r, ;��. � � r �i f � � � � ���.: t� �'-)i i� �.`. ' Regis er of Wjlls ; J f��� � � '��� '� i . • � f, ��(.�( .��- ;�l r, ; , �:��. -.� Deputy � - � ,; **NOTE** ALL NAME5 ABOVE APPEAR (FIRST, MIDDLE, LAST) LAST WILL AND TESTAMENT OF NANCY H. HOFMANN I, Nancy H. Hofmann, of 507 North Houcks Road, Lower Paxton Township, Dauphin County, Pennsylvania 17109, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking any and all prior Wills and all Codicils made by me at any time heretofore. ITEM 1. I direct that all my legally valid debts, funeral and administration expenses, and inheritance and estate taxes incurred on account of my death shall be paid by my personal representative out of my residuary estate as soon after my death as practicable. ITEM 2. I bequeath those articles of my household furniture and furnishings and those articles of my personal effects and personal property as set forth in a separate memorandum, which I shall place with my will, to the persons therein designated. , � � c, � �� � ua _a c-� . . c.> - _.,_ .�.� , �� .. � , ... - ,. � -.: �::__ � __ ��. ,,. , ;,, . r.� - _. : � � � . �� E=-" , c� ��-� .a � r.� "�-T� � `s; � �- � �:: N.H.H. _.... �., �; `=' �' `` � �, `'-' �- � � � r-, � �., � �..� . • r �� ITEM 3. I give, devise and bequeath all the rest, residue and remainder of my estate, whether real, personal or mixed, including automobiles, together with all insurance policies thereon, to my beloved spouse, Paul E. Hofmann, provided that my spouse survives me by thirty (30) days. ITEM 4. In the event that my spouse should fail to survive me by thirty (30) days, I then give the rest residue and remainder of my estate to my children, Mark A. Hofmann and Pamela A. Caserta, in equal shares. In the event that either of my children shall predecease me leaving issue surviving, I give and bequeath unto said issue the share of my estate that their deceased parent would have received, as set forth below. In the event that any of said issue have not attained the age of 22 years at the time of my death, then I direct that said share be made payable in trust, pursuant to the following terms and conditions; a. Any share to which the children of my son Mark A. Hofmann, shall be entitled to receive, being identified as; Carl F. Hofmann (D.O.B. 3/6/85), Ann M. Hofmann, (D.O.B. 3/11/88), and Eric J. Hofmann, (D.O.B. 10/21/89) shall be payable to Joan Hofmann, as trustee, who shall immediately divide the trust fund into three equal shares and .�"f.� 2 N.H.H. these shares shall constitute and be held, administered and distributed by the trustee as separate trust. b. Any share to which the child of my daughter, Pamela A. Caserta, shall be entitled to receive, being identified as Jessica M. Caserta, (D.O.B. 8/2/90), shall be payable to Joseph M. Caserta, as trustee. c. The above designated trustee, then shall use such amounts of both income and principal, as the Trustee, in his or her sole discretion, deems proper from the support, education, maintenance and welfare of said child. The Trustee, in exercising his or her discretionary authority with respect to the payment of principal and income to the beneficiary, shall take into consideration any income or other resources available to such beneficiary from sources outside of this Trust which may be known to the Trustee. The determination of the Trustee with respect to the necessity or advisability of making payment shall be conclusive on all persons howsoever interested in the trust. 1y� 3 N.H.H. d. To pay any accumulated income and principal then remaining in the hands of the trustee when the trust beneficiary has attained the age of 22 years. ITEM 5. I authorize my Personal Representative and any Trustee to exercise the following powers, in addition to those given by law to be exercised in their sole discretion: a. To retain any or all assets of my estate, real, personal or mixed, without regard to any principle of diversification, risk or productivity. b. To sell at public or private sale, to exchange, mortgage or lease for any period of time, and to repair, alter or improve any real or personal property, and to give options for sales, exchanges or leases, for such prices and upon such terms and conditions as they deem proper. c. To compromise any claim or controversy. d. To make distribution hereunder in cash, in kind, or partly in cash and partly in kind. � 4 N.H.H. e. If at any time the value of the corpus of the Trust hereunder, in the sole discretion of the Trustee, is too small to be economically or practically managed and administered by the Trustee, said Trustee shall terminate such Trust and distribute the balance to the beneficiary. ITEM 6. I nominate, constitute and appoint my spouse, Paul E. Hofmann, as executor of this, my Last Will and Testament. In the event of the renunciation, death or resignation or inability to act for any reason whatsoever of my spouse, Paul E. Hofmann, I hereby nominate, constitute and appoint, Mark A. Hofmann and Pamela A. Caserta, as Successor Co-Executors of this, my Last Will and Testament. � 5 N.H.H. ITEM 7. I hereby declare it to be my express desire that the Co-Executors of this, my Last Will and Testament, employ Lawrence J. Neary, Esquire, of Harrisburg, Pennsylvania, for legal advise and assistance in the probating of and carrying out of the provision of my Last Will and Testament. He, having intimate knowledge of my affairs, views and wishes, respecting many matters that may arise in the probate of this instrument, the administration of my estate and the execution of the powers therein contained. IN WITNESS WHEREOF, I set my hand and seal to this, my Last Wi�l and Testament, this `'` day of C��;7`c�6�r" , 1999. �,�� .. . �=��7 Na H. Ho ann The preceding instrument, consisting of this and five (5) other typewritten pages, initialed at the bottom of each page for security purposes, was on the date thereof signed, published and declared by Nancy H. Hofmann, the Testatrix herein named, as and for his Last Will and Testament in our presence, who, at her request, in her presence and in the presence of each other, have subscribed our names as witnesses whereof. ��� � �=` ' �--�, J� _ %�'� �� �, ��� f � . i'� WITN ESS �------��''`` �, /,'^ i'f� (, l WITNESS 6 COMMONWEALTH OF PENNSYLVANIA . : ss. COUNTY OF DAUPHIN : We, Nancy H. Hofmann, `�cu i �� �`��Fvv�� ►� and 1��r b�Y�_ A � N�� � � , the TESTATRIX and the witnesses, respectively, whose names are signed o the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the TESTATRIX signed and executed the instrument as her Last Will and that she had signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the TESTATRIX, signed the will as witness and that to the best of her knowledge the TESTATOR was at the time eighteen (18) years of age or older, of sound mind and under no constraint or undue Influence. � , � ' ���%z.� �,��:� Nan . Hof n , _ _,.� ;� -�"�-_. i� ;�,,_ ' ��,�,.-- ��,11�^ C?�t '� � WITNESS �-��-- �'�� ,> , � � . ��� .l.rl-5.i✓�,� ,��� ,,�; WITNESS Attorn On this, the �.Sl� day of �_, 1999, before me � , the undersigned officer, personally, appeared Lawrence J. Neary, Esquire, kno n to me or satisfactorily proven to be a member of the bar of the highest court of Pennsylvania, and certified that he was personally present when the foregoing acknowledgment and affidavit were signed by the TESTATRIX and witnesses. I have signed my name and affixed my seal. �omrvt. �xp� 1 '7�ao�d