Loading...
HomeMy WebLinkAbout11-14-14i! I - —Reset ---� t 1 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 Name: Hazel C.Shimel File No: a/k/a: Hazel Pauline Caylor (Assigned by Register) a/k/a: a/k/a: Social Security No: Date of Death: 10-13-2014 Age at death: 84 Decedent was domiciled at death in Cumberland County, Pennsyly4nia tate)with his/her last principal residence at 5272 Deerfield Ave Mechanicsburg Hl t� Cumberland Street address,Post Office and Zip Code City,Township or Borough County Decedent died at 5272 Deerfield Ave 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: c- If domiciled in Pennsylvania...... ... ......... .... .. .. .. All personal property $ d/ d 00• a C) If not domiciled in Pennsylvania. .. . . .. ................. Personal property in Pennsylvania $ If not domiciled in Pennsylvania. . . ........ . .. ... .... ... Personal property in County $ Value of real estate in Pennsylvania......................................................... TO AL ESTIMATED VALUE. 4 2 t9i"-U0 estate in Pennsylvania situated Hyy, ' (Attach additional sheets,ifnecessary) Street address,Post Office and Zip Code City,Township orryr h C C� ;County MJ A. Petition for Probate and Grant of Letters Testamentary Petitioner(s)aver(s)he/she/the is/are the Executor(s)named in the last Will of the Decedent,dated � f� and�CGdicil(s) thereto dated �� SR � � a State relevant circumstances(e.g.renunciation,death of executor,etc.) Cf) CD Except as follows: after the execution of the instrument(s)offered for probate Decedent did not marry,was not divorced,was notaparty to a p96ding 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 0 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. Except as follows: Decedent was not a party to a pending divorce proceeding wherein the grounds for divorce had been established as defined ,*Ia.C.S.§3323(g)and was neither the victim of a killing nor ever adjudicated an incapacitated person. O EXCEPTIONS Q EXCEPTIONS oner(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.1011112011 Page 1 of 2 Oath of Personal Representative Official Use Only COMMONWEALTH OF PENNSYLVANIA } } SS: COUNTY OF } Petitioner(s)Printed Name Petitioner(s)Printed Address �shu 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,th Pe'ti r(s)will•;ell and truly administer the estate accor ing to lawSworn to r affirmed and subscribed beforeDate me this �� day of ,- Date By: ,�-(�f(� Date For the Register Date BOND Required: Q YES ® NO To the Register of Wills: FEES: Please enter my appearance by my signature below: Letters . . . . . . . . . . . . . . . . . . . . . . $ Attorney Signature: ( 3 ) Short Certificate(s).. . . . . ( )Renunciation(s).. . . . . . . . ( )Codicil(s). . . . . . . . . . . . . -� ( )Affidavit(s).. . . . . . . . . . . "✓~' _ p Bond.. . . . . . . . . . . . . . . . . . . . . . . Printed Name: Commission. . . . . . . . . . . . . . . . . . Supreme Court :;0 y r— i---h R a 1 Othervq . . . . . . . . Fj ID Number: 1 nyi 16( r V2 . . . . . . 15 Firm Name: . . . . . . Address: . . . . . . . Phone: Automation Fee. . . . . . . . . . . . . . . rj Fax: JCS Fee. . . . . . . . . . . . . . . . . . . . . 3�. Email: TOTAL. . . . . . . . . . . . . . . . . . . . . $ A-BA DECREE OF THE REGISTER Estate of Hazel C.Shimel File No: a/k/a: H92l --1 J?E11 LW^ _) (�lll� AND NOW, Nuern lxr 'C ,�,in consideration of the foregoing Petition, satisfactory proof having been presented before me,IT I DECUED that Letters j TQ oto,YU are hereby granted to r+ JL ,!M 14 r the above estate and(if applicable)that the instrument(s)dated - to-'ZCI1 described in the Petition be admitted to probate and filed of record as the last Will(and Codicil(s))of Decedent. *COO" /6' A�� R6SAtbr of Wills Form RW-02 rev.10111/2011 Page 2 of 2 Last Will and Testament OF HAZEL C. SHIMEL � r..� ;-V� res CD %'•: '::'Y C3 I, HAZEL C. SHIMEL, of Mechanicsburg, Cumberland County, Pennsy1Vafi'a bein0of M 7 sound and disposing mind, memory and understanding, do hereby make,publish and,detlare this as e Ca and for my Last Will and Testament, hereby revoking and making void any and all Wills or ' Codicils at any time heretofore made by me. ARTICLE I DEBTS I direct the payment of my legal debts and the expenses of my last illness and funeral from my Estate as soon after my death as conveniently may be done. ARTICLE II TANGIBLE PERSONAL PROPERTY I give and bequeath my motor vehicle(s), household goods and personal effects and other tangible personalty of like nature (not including cash or securities), together with any existing insurance thereon unto those of my daughters, BRENDA LEE WAGNER and PAMELA LEE DUDICZ, who survive me, to be divided between them in as nearly equal shares as practical. If there be disagreement as to the disposition of any item described in this Article, I direct that it be disposed of in accordance with Article III. ARTICLE III REST,RESIDUE AND REMAINDER I give, devise and bequeath all the rest, residue, and remainder of my Estate, of whatsoever nature and wheresoever situate, in equal shares to my daughter, BRENDA LEE WAGNER and my daughter PAMELA LEE DUDICZ, or the then living issue per stirpes of either who predeceases me. ARTICLE IV DISTRIBUTION TO BENEFICIARIES UNDER THE AGE OF 25/INCAPACITATED BENEFICIARIES Whenever my.Personal Representative or Trustee, as the case may be ("Fiduciary") is directed to distribute property to or for the benefit of any beneficiary who is under (a) twenty-five years of age, or (b) a legal disability or otherwise suffers from an illness or mental or physical disability that would make distribution directly to such beneficiary inappropriate (as determined in my Fiduciary's sole discretion exercised in good faith), my Fiduciary may distribute such property to the person who has custody of such beneficiary, may apply such property for the benefit of such beneficiary, may distribute such property to a custodian for such beneficiary, whether then serving or selected and appointed by my Fiduciary(including my Fiduciary), under any applicable Uniform Transfers to Minors Act—or Uniform Gifts to Minors'Act, or may distribute such property directly to such beneficiary without liability on the part of my Fiduciary to see to the application of such property. This provision shall not in any way operate to suspend such beneficiary's absolute ownership of such property or to prevent the absolute vesting thereof in such beneficiary- -2 - ARTICLE V POWERS OF FIDUCIARIES My fiduciaries shall have the following powers in addition to those vested by law and by other provisions of my Will applicable to all property, whether principal or income, including property held for minors, exercisable without court approval and effective until actual distribution of all property: A. To make distribution in cash or in kind, or partly in cash and partly in kind, and in such manner as they may determine. B. To retain any or all of the assets of my estate, real or personal, without restriction to investments authorized for Pennsylvania fiduciaries, as they deem proper, without regard to any principle of diversification or risk. C. To invest in all forms of property without restriction to investments authorized for Pennsylvania fiduciaries, as they deem proper, without regard to any principle of diversification or risk. D. To sell at public or private sale, to exchange, or to lease for any period of time any real or personal property and to give options for sales,exchanges or leases, for such prices and upon such terms or conditions as they deem proper. E. To allocate receipts and expenses to principal or income or partly to each as they from time to time think proper. F. To compromise any claim or controversy. - 3 - G. To make such elections, decisions, concessions and settlements in connection with all income, estate, inheritance, gift, generation skipping or other tax refunds and the payment of such taxes as my Personal Representative and/or Trustee shall deem appropriate, without obligation to adjust the distributive share of any person thereby affected. ARTICLE VI TAXES I direct that all estate, inheritance, transfer and other taxes of similar nature payable by reason of my death, together with any interest or penalties thereon, and imposed with respect to any property which passes to a beneficiary other than by this;my Last Will, shall be charged to the share of the respective beneficiary so that my Estate shall not bear the burden of such transfer taxes. ARTICLE VII APPOINTMENT OF PERSONAL REPRESENTATIVE I name, constitute and appoint my daughter, BRENDA LEE WAGNER, Executrix of this my Last Will and Testament. If my daughter, BRENDA LEE WAGNER, fails to qualify or ceases to so act, I name, constitute and appoint my daughter, PAMELA LEE DUDICZ, alternate Executrix to complete the administration of my Estate. I direct that no fiduciary acting hereunder shall be required to post bond for the faithful administration of the duties required in any jurisdiction. -4 - IN WITNESS WHEREOF,I have hereunto set my hand and seal to this,my Last Will and Testament,this 68 day of 2012. (SEAL) HAZE C. SHIMEL 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,in her presence and in the presence of, each other,have hereunto subscribed our names as witnesses. :473868 - 5 - AFFIDAVIT AND ACKNOWLEDGMENT. COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF CUMBERLAND We, HAZEL C. SHIMEL, E&ma�(�, and �,(,�uA/J�'S W►CS 0-j,, the Testatrix and the witnesses, respectively, whose names are signed to the attached or 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 his/her knowledge the Testatrix was at that time eighteen years of age or older,of sound mind and under no constraint or undue influence. Akzd 2 jy—e_� HAZEa . SHIMEL Witness Witness Subscribed, sworn to and acknowledged before me by HAZEL C. SHIMEL,Testatrix, and subscribed and sworn to before me by &rn u r zf-G . {/LC y e4,^ and Wl U rv�yf/J �L W� 5 UY - ,witnesses,this day of�a CA LL O N ,2012. Not Public COMMONWEALTH OF PENNSYLVANIA NOTARIAL SEAL Gail J.Mahoney,Notary Public Lemoyne Borough,Cumberland County My commission expires February 19,2014 - 6 - Codicil to Last Will and Testament ; rC OF �a r- f- r, r 71 `f' , HAZEL C. SHIMEL I, HAZEL C. SHIMEL, of Mechanicsburg, Cumberland County, Pennsylvania, betg &T sound and disposing mind, memory and understanding, do hereby make, publish and declare this to be the sole Codicil to my Last Will and Testament dated January 6,2012. Item I. I hereby revoke ARTICLE VI — TAXES of my Will and substitute the following therefore: ARTICLE VI TAXES I direct that all estate, inheritance, transfer and other taxes of similar nature payable by reason of my death, together with any interest or penalties thereon, and imposed with respect to any property, whether or not disposed by this Will, shall be paid out of the residue of my Estate and shall be considered a part of the expense of the administration of my Estate. I further direct that my Personal Representative shall have the absolute power in his or its discretion to pay the same at once whether or not the law under which they are imposed permits the postponement of all or part to a later date. Item II. In all other respects, I hereby ratify, confirm and republish my Last Will and Testament dated January 6,2012,together with this sole Codicil as and for my Last Will. WITNESS WHEREOF, I have hereunto set my hand and seal, this -7 day of 52014. HAZa C. SHIMEL Signed, sealed, published and declared by the above-named Testatrix, as and for her sole Codicil to her Will dated January 6, 2012, in the presence of us, who, at her request, in her presence and in the presence of each other have here unto subscribed our names as witnesses. ACKNOWLEDGEMENT AND AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA . ss. COUNTY OF CUMBERLAND 1 We, HAZEL C. SHIMEL, the Testatrix, �� , d I c Apt Pl U �Q� , the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her sole Codicil and that she had signed willingly, and that she executed it as her free and voluntary act for the purposes herein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the sole Codicil as witness and that to the best of his/her knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. HAZtL C. SHIMEL Witness W' e s � 6r2 COMMONWEALTH OF PENNSYLVANIA . ss. COUNTY OF CUMBERLAND Subscribed, sworn to and acknowledged before mb HAZEL C. SHIMEL, Testatrix, d sub cribed , and sworn to before m� by .��L�S and ,witnesses,this` day of 114 2014. otary Public oNw T of PENNSYLVAW Notarial Seal Dana L.WiesemaN Notary Public Lemoyne Soro,Cumberland County My commission expires Jan.15,20.17 MEMER,PENNSYLVANIA ASSOCIATION OF N07ARM :640895 3