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HomeMy WebLinkAbout10-31-14 meset PETITION FOR GRANT OF LETTERS REGISTER OF WILLS OF CUMBLERLAND 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: Keith E.Peifer File No: _��- a/k/a: (Assigned by Register) a/k/a a/k/a: Social Security No: Date of Death: 10/22/2012 Age at death: 71 Decedent was domiciled atdeath in.Cumberland County, PA (state) with his/her last principal residence at 4122 Willow Bend Road Lower Allen Township,Mechanicsbure Cumberland Street address,Post Office and Zip Code City,Township or Borough County Decedent died at 4122 Willow Bend Road Lower Allen Township,Mechanicsburg Cumberland 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 $ 44,000.00 If not domiciled in Pennsylvania. . . . . . . . .. ... .. . .. . ... . . Personal property in Pennsylvania $ If not domiciled in Pennsylvania. . . . . . . . .. . . .... . . .. . . . . Personal property in County $ Value of real estate in Pennsylvania.. . .. . .... .. . . .. . . .. . . . .. . ... . . . . . .. . ... . . .. . . . . . . . . . . . . . $ TOTAL ESTIMATED VALUE. . . . $ 44,000.00 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/are the Executor(s)named in the last Will of the Decedent,dated 10/20/2012 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 marry,was not divorced, , s not a party to a pending divorce proceeding wherein the grounds for divorce had been established as defined in 23 Pa.C.S. §T.?23(g),and cf�'�iot I%e=hild born or adopted;and Decedent was neither the victim of a killing nor ever adjudicated an incapacitated person C: CD Mn NO EXCEPTIONS Q EXCEPTIONS. n �, C_�—+ Q B. Petition for Grant of Letters of Administration (If applicable) r'' l `' r TJj c.t.a., d.b.n., d.b.n.c.t.a.,pendente lite,dufante absentia;•durante minoritate If Administration, c.t.a. or d.b.n.e.t.a., enter date of Will in Section A above and-complete irst of.heirs. Except as follows: Decedent was not a party to a pending divorce proceeding wherein the grounds for divorce hadcb?en esfabldshed as defined in 23 Pa.C.S. §3323(g)and was neither the victim of a killing nor ever adjudicated an incapacitated pe'xson. O j C� NO EXCEPTIONS Q EXCEPTIONS Petitioner(s),after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse(if any)and heirs(attach additional sheets, if necessary): Name Relationship Address Form RW-02 rev.10/11/2011 Page I of 2 Oath of Personal Representative official Use only COMMONWEALTH OF PENNSYLVANIA } } SS: COUNTY OF Cumberland } Petitioner(s)Printed Name Petitioner(s)Printed Address Saundra M.Peifer 4.122 Willow Bend Road Mechanicsburg,PA 17055 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 Decedegt;tfie"Petitioner well and truly administer the estate according to law. Sworn to or affirmed nd subscribedbefore Date 10 me this ay o ,� i Date y: Date or e Register Date BOND Required: (a YES NO To the Register of Wills: FEES' Please enter my appearance by my signature below: Letters. . . . . . . . .. . . . . . . . . . . . . $ V•C)() Attorney Signature: C7 M ( ) Short Certificate(s). . . . . . d Uo c7 C) ( )Renunciation(s).. . . . . . . . I" ( ).Codicil(s). . . . . . . . . _ T� ( )Affidavit(s).. . . . . . . . . . . ;,, rTi Bond.. . . . . . . . . . . . . . . . . . . . . . . Printed Name: Rob A.Krug,Esquire , Commission . . . . . . . . . . . . . . . . Supreme Court :-) C:) -rt Other . . . . . . ID Number: 25123 C.) 1 rn . . . . . . E5,06 Firm Name: Krug Law Firm V . . . . . . . . Address: PO Box 155 . . . . . . . Dover,PA 17315 Phone: 717-292-5615 Automation Fee. . . . . . . . . . . . . . . Fax: 717-292-5837 JCS Fee. . . . . . . . . . . . . . . .I. . . . . Email: k1glaw4c omcast net TOTAL. . . . . . . . . . . . . . . . . . . . . $ DECREE OF THE REGISTER Estate of Keith E.Peifer File No: a/k/a: AND NOW,— j�/�_m p�.t U/7 , in consideration of the foregoing Petition, satisfactory proof having been presented before me, IT IS DECREED that Letters Testamentary are hereby granted to Saundra M. Peifer _in the above estate and(if applicable) that the instrument(s) dated 10/20/2012 described in the Petition be admitted to probate and filed of record as the last Will(and Codicil(s)) of Decedent. e aster of Wills Form RW-02 rev.1011112011. Page 2 of 2 v LAST WILL AND TESTAMENT c - :�10 rn c.—D �? c� KEITH E. PEIFER rn �' `� " ::0 r, n r, 'Co' I, Keith E. Peifer, a resident of Mechanicsburg, Pennsylvania declare this t'o b&my st - Will and revoke all former Wills and Codicils. Co rn ARTICLE I Identification of Family In making this Will I have in mind my wife, Saundra M. Peifer, and my children, Kirsten M. Shovlin,born 1969, and Eric C. Peifer,born 1971,but does not include any children hereafter born to or adopted by my wife and me. Any reference to a"child of mine" or "my children" shall include the persons, other than my wife,named or referred to in this Article. ARTICLE II Appointment of Fiduciaries A. Appointment of Personal Representative. I appoint my wife as Executor of my estate. B. Bond; Court Supervision. My Executor shall have the right to serve without bond and to administer and settle my estate without the intervention or supervision of any court, except to the extent required by law. Nothing herein shall prevent my Executor from seeking the assistance of the court in any situation where my Executor deems it appropriate. ARTICLE III Disposition of Residue A. Provision for Wife. I give all of the rest and residue of my estate,wherever located(hereafter referred to in this Article as "residue"),to my wife if she survives me. B. Provision for Descendants. If my wife does not survive me then I give the entire residue to my descendants. 1. Provision for Others. If I am not survived by my wife, or by any of my descendants, I give the entire residue to my heirs. ARTICLE IV Alternative Methods of Distribution Will of Keith E.Peifer Page 1 of 5 Initials: Date: 10 - 11--12— A. Purpose of Article. Recognizing that under certain circumstances the terms of this Will may direct that property be distributed outright to a person who is under age twenty-one (2 1)or under a legal disability; I make the following provisions to facilitate the distribution of property to such persons. B. Alternative Methods. Whenever the terms of this Will direct my personal representative(referred to in this Article as the "fiduciary")to distribute property outright to a person who is then under age twenty-one(2 1)or under a legal disability,the fiduciary may retain pursuant to Paragraph C. of this Article or distribute all or any portion of that property in any one or more of the following ways: 1. Delivery directly to the beneficiary; 2. Delivery to the parent or stepparent of the beneficiary; 3. Delivery to the guardian of the beneficiary's person or property; 4. Delivery to any Custodian for the beneficiary under the Uniform Gifts to Minors Act; 5. Delivery to any then existing trust created for the beneficiary; 6. Deposit in a financial institution in an account established in the name of the beneficiary alone pursuant to the laws of the State of Pennsylvania; 7. Storage of any tangible personal property in safekeeping with the costs of storage to be borne by the beneficiary; or 8. Sale of any tangible personal property and delivery of the proceeds in any manner permitted by this Article. Provided the fiduciary acts in good faith,upon delivery of any property in accordance with the provisions of this Article,the fiduciary shall be discharged from all responsibilities in connection with the property. C. Discretionary Trust. Any property not distributed as provided in Paragraph B. of this Article shall be retained by the fiduciary in trust for the beneficiary on the following terms and conditions: During any period in which the beneficiary is under a legal disability or under twenty-one (21)years of age,the fiduciary shall pay to or apply for the benefit of the beneficiary so much of the income and principal of the trust as the fiduciary, in its sole and absolute discretion, determines is advisable for the beneficiary's health, support, education and general welfare. At such time as the beneficiary is neither under a legal disability nor under age twenty-one(21),the fiduciary shall distribute any remaining trust assets to the beneficiary. If the beneficiary dies before all of the trust assets have been distributed,the fiduciary shall distribute any remaining trust assets to the beneficiary's estate. Will of Keith E.Peifer Page 2 of 5 Initials: Date: ARTICLE V Administrative Provisions A. Powers and Duties of Personal Representative. My personal representative shall have all of the powers and duties granted to or imposed upon personal representatives serving with non-intervention powers pursuant to the laws of the State of Pennsylvania. B. Debts and Expenses. All expenses of administration chargeable to principal,the expenses of the disposition of my remains, and all my legitimate debts, if and when paid, shall be paid from the principal of my residuary estate. No debt need be paid prior to its maturity in due course and except as otherwise provided in this Will no interest in any property passing under this Will need be exonerated. C. Taxes. All estate, inheritance or other similar death taxes,together with any interest or penalties thereon,arising by reason of my death with respect to any property includable in my taxable estate, and any adjusted taxable gifts,whether passing under or outside of this Will, shall be paid from the principal of my residuary estate without reimbursement from the recipients or beneficiaries of such property,provided,however,that in the event any proceeds of insurance upon my life or any property over which I held a power of appointment are included in my estate for purposes of determining the federal estate tax liability of my estate, then the residue of my estate shall be entitled to receive from the recipients of any such proceeds or property the portion of such federal estate tax liability attributable to such proceeds or property determined in accordance with IRC §§ 2206 and 2207. ARTICLE VI Miscellaneous A. Number and Gender. Unless the context indicates a contrary intent,the plural and singular forms of words shall each include the other, and every noun and pronoun shall have a meaning that includes the masculine, feminine and neuter genders. B. Survival. To "survive" me, as that term is used in this Will, a person must continue to live for thirty(30)days after my death. C. Descendants. The "descendants" of an individual include only the following: 1. All such individual's biological descendants, except any person not born in lawful wedlock and his descendants,unless the biological parent who would otherwise cause him or her to be a descendant has acknowledged paternity or maternity in legitimation proceedings, or in an unambiguous signed writing identifying such person by name, or by raising such person in the same household; and 2. Persons adopted by such individual or one of his or her descendants, and Will of Keith E.Peifer Page 3 of 5 Initials: Date: t their descendants. If the parent,who would cause a person to be a descendant as defined above,is replaced in an adoption proceeding, such person shall remain a descendant unless such parent voluntarily consents to the relinquishment of his or her status as parent in connection with such adoption proceedings. D. Heirs. The term "heirs" shall mean those persons entitled to inherit under the then-applicable laws of the State of Pennsylvania governing the descent of an intestate's separate estate. They shall inherit in their statutory proportions. If the provisions of this Will call for a distribution of property to my heirs or the heirs of any other person and the event giving rise to the requirement for such distribution takes place at a time later than my death or the death of such person,the determination of the identity of such heirs shall be made as if I(or such other person)had died on the date of the event giving rise to such requirement for distribution. E. Exclusion of Pretermitted Heirs. Other than as set forth in this Will, I make no provision for any child of mine or descendant of a deceased child of mine. I specifically make no provision for any person(whether now living or hereafter born), other than a child named or referred to in Article I or a descendant of mine as defined in this Will,who may be entitled to claim an interest in my estate under the laws of the State of Pennsylvania. F. Legal Disability. A person is under a legal disability if my personal representative determines, in good faith,that the person is incapable of managing his property or of caring for himself,or both, or is in need of protection or assistance by reason of physical injury or illness,mental illness, developmental disability, senility, alcoholism, excessive use of drugs, or other physical or mental incapacity. G. Title to Real Property. Upon my death,title to any real property passing under this Will shall vest in my personal representative in his fiduciary capacity and shall remain so vested until my personal representative distributes or sells that property, at which time title shall vest in the distributee or purchaser. H. Disclaimer. Except as may be otherwise specifically provided in this Will, in the event that any beneficiary disclaims an interest arising out of this Will or any trust created herein it is my intention that the interest disclaimed shall be distributed in the same manner and at the same time as if the disclaiming beneficiary had died immediately preceding the event pursuant to the laws of the State of Pennsylvania. I. Governing Law. The provisions of this Will shall be interpreted in accordance with and in light of the laws of the State of Pennsylvania. J. Corporate Successors. Whenever a corporation or other business entity is referred to herein,the reference shall include any successor organization. K. References to Statutes. In this Will,the abbreviation "IRC" shall refer to the Internal Revenue Code of 1986 as amended. Will of Keith E.Peifer Page 4 of 5 Initials: Date: 10— lz_ I have initialed and dated for identification purposes all pages of this, y Last Will, and have executed the entire instrument by signing this page on the day of NO—,2012:� at , Pennsylvania. Keith E. Peifer Attestation and Statement of Witnesses Each of us declares under penalty of perjury under the laws of Pennsylvania that Keith E. Peifer, the Testator, signed this instrument as his Last Will in our presence, all of us being present at the same time, and we now, at the Testator's request, in the Testator's presence, and in the presence of each other, sign below as the witnesses, declaring that the Testator appears to be of sound mind and under no duress, fraud, or undue influence. r [Witness Signa e] Y / [/Witness Signature] [Print Name] [Print Name] Residing at Residing at /VjU7yvr Will of Keith E.Peifer Page 5 of 5 Initials: Date: COROEO Oq=rtG� OF OATH OF SUBSCRIBING xN .STS(v���' REGISTER OF WIa1A Cumberland COUNTY PENNGVcv,SIA ORPH P1SI t61JRT PA Estate of Keith E. Peifer , Deceased Kirstih Shovlin , (each) a subscribing witness to (Print Name/s) the ✓0 Will 0 Codicil(s) presented herewith, (each) being duly qualified according to law, depose(s) and say(s) that she/he/they was/were present and saw the above Testator/Testatrix sign the same and that she/he/they signed the same and that she/he/they signed as a witness at the request of the Testator/Testatrix in her%his presence and in the presence of each other. (S gnalure (Signature) ' 15 PineR#tRoad (Street Address (Street Address) Ramsey,NJ 07446 (CiPlStte,Zip) v (City,State,Zip) Executed in Register's Office Executed out of Register's Office Sworn to or affirmed apo subscribed Sworn to or affirmed and.§ubscribed befoe me this day before me this � day of lJ C�Q L O�� , O (t4 of P , Deputy for Register of Wills Notary Public My Commission Expires: (Signature and Seal of Notary or other official qualified to administer oaths. Show date of ex iration of Notary's Commission.) Finst-rumen;t(sw*V"arization.HRI$.WMARiS. NOTE: To be taken by Officer authorized to administer oaths. Please have present the original or c we of Ntw im" Form RW-03 rev. 10.13.06 sion Expim Apr 18,2016 al ly /o3 � OATH OF SUBSCRIBING 01; F F ICE OF SFi- S REGISTER OF WILIN14 SGT 31 RM 9 04 Cumberland COUNTY, PENNSIQNI ORPANI GOO T Estate of Keith E. Peifer , Deceased. Jessica Peifer , (each) a subscribing witness to (Print Name/s) the 0 Will 0 Codicil(s) presented herewith, (each) being duly qualified according to law, depose(s) and say(s)that she/he/they was/were present and saw the above Testator/Testatrix sign the same and that she/he /they signed the same and that she/he/they signed as a witness at the request of the Testator/Testatrix in her/his presence and in the presence of each other. (Signature) (Signatu ) 1370 East Lisburn Road (Street Address) (Street Address) Mechanicsburg, PA 17055 (City,State,Zip) (City,State,Zip) r z o ti Executed in Register's Office Executed out of Register's Office o N Sworn to or affirmed and subscribed Sworn to or affirmed and subscribed Z a m before me this day before me this `� day o a°�a M X o � w ofOf i'�� , aol w CD y Z Z� �" 0 0 E m o T O O Deputy for Register of Wills Notary Public J My Commission Expires: (Signature and Seal of Notary or other official qualified to administer oaths. Show date of expiration of Notary's Commission.) NOTE: To be taken by Officer authorized to administer oaths. Please have present the original or copy of instrument(s)at time of notarization. Form RW-03 rev. 10.13.06