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