HomeMy WebLinkAbout11-14-14 PETITION FOR GRANT qF LETTERS
REGISTER OF WILLS OF C�'� 1 f 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: cF}'rt,1< tof 5im,4L6lrvw� File No: t=A
a/k/a: (Assigned by Register)
a/k/a:
a/k/a: Social Security No:
Date of Death: i 1 Age at death: `5Z,
Decedent was domiciled at death in County, (State)with his/her last
principal residence at W � ' 4- Rd[
Street address,Post Office and Zip Code City,Township or Borough County
Decedent died at t L i�H� �e t.!°7 �-!�} �-L'1�t. Y� .� }� p A
Street address,Post Office and Yip Code City,To nship or Borough County State
Estimate of value of decedent's property at death:
If domiciled in Pennsylvania.. All personal property
If not domiciled in Pennsylvania. ....................... Personal property in Pennsylvania $
If not domiciled in Pennsylvania. ....................... Personal property in County $
Value of real estate in Pennsylvania.......................................... ............... $ 0 v
S4
TOTAL ESTIMATED VALUE. ... $
Real estate in Pennsylvania situated at: -�, S4 (�1'�1/� Oil( P6 % 70i
(Attach additional sheets,if necessary) Street address,Post Office and Zip Code City,Township or Borough r-13 County
A. Petition for Probate and Grant of Letters Testamentary C> m
tt Petitioner(s)aver(s)he/she/they is/are the Executor(s)named in the last Will of the Decedent,dated (� k � I � icil(s)
thereto dated M c� p
T7• fri I''I
State relevant circumstances(e.g.renunciation,death of executor,etc.) a 3; z J
G C7
Except as follows: after the execution of the instruments offered for probate Decedent did not ma ` , _ `�J `
P ( ) p marry,was not divo�cdd was tt�a party_loa.-pending
divorce proceeding wherein the grounds for divorce had been established as defined in 23 Pa.C.S.§332 ,g)z and iiid n tr lave :c]ii[d orn or
adopted;and Decedent was neither the victim of a killing nor ever adjudicated an incapacitated person. r rV
9JJO EXCEPTIONS F]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
in 23 Pa.C.S.§3323(g)and was neither the victim of a killing nor ever adjudicated an incapacitated person.
❑NO EXCEPTIONS ❑EXCEPTIONS
Petifioner(s),after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse(ifany)and heirs(attach
additional sheets,if'necessary):
Name Relationship Address
Form RW-02 rev.l0/11/2011 Page 1 of 2
Oath of Personal Representative oef�sa�us�o��y
COMMONWEALTH OF PENNSYLVANIA }
} SS:
COUNTY OF }
Petitioner(s)Printed Name Petitioner(s)Printed Address
. ' ���1 � ' ��5 5� � ' L�4+�, ��.�- ►9�;� �1 �/� .?,3c 6
The Petitioner(s)above-named swear(s j or artirm(s)the statements in the foregoing Petition aa{,e true and correct to the best of the knowledge and belief
of Petitioner(s}and that,as Personal Represe.ntative(s)of th�.Deceeie��t,the Pet�rioneY(s)�y�il well and truly administer the estate according to lar✓.
Sworn to or affirmed and subscril��.ci�efore c.N `' L fi ,r`'"�L____–.--�-- Date./✓�'� 1 `1(I 1`t
me this��' day of.��:�1Q1Y1�.+� , _ -�ta1� ,;__,. � Date
By: ����-f�1.1�YT1-1'-`>--� k Date
For the Re�ister ' ' DatC
BOND Required:�YES �NO To the Register of Wil[s:
FEES: Please enter my appearance by my signature below:
Letters . . . . . . . . . . . . . . . . . . . . . . $ �+✓�� Attorney Signature:
( � ) Sl�ort Certificate(s). . . . . . ��
( ) Renunciation(s).. . . . . . . .
( ) Codicil(s). . . . . . . . . . . . .
( )Affidavit(s).. . . . . . . . . . .
Bond.. . . . . . . . . . . . . . . . . . . . . . . Printed Name:
Commission. . . . . . . . . . . . . . . . . . Supreme Court
OtherW��� .. . . . .. . �cj ID Number:
ti►1��u' �vn . . . . . . . . (5
I,(rl l'1 "r('��- ��lr#..+�-. . i`'j Firm Name:
. . . . . . . . Address:
. . . . . . . . Phone:
Automation Fee. . . . . . . . . . . . . . . �j Fax:
JCS Fee. . . . . . . . . . . . . . . . . . . . . ��j(� Email:
TOTAL. . . . . . . . . . . . . . . . . . . . . $ ��IO<,�Ci
DECREE OF THE REGISTER
Estate of C� th e�� n� �vi �Im � File No: �� �1� � �v��
a/k/a:
AND NOW, �P G�' / ,_��"7_—' in consideration of the foregoing Petition,
satisfactory proof having been presented before me,IT IS DECREED that Letters �' �`�
are hereby granted to
�5`,>' in the above estate and(if applicable)that
the instrument(s)dated `
described in the Petition be admitted to probate aud filed of r cord as the last Will (and C icil(s))of Decedent.
� � � � � ,
��Reg'ster of Wills �
� ��� , � ��7_
Form 2W-O2 rev. 10/!1/101! °`� /� � ��2,
'�
� ,µ
REGISTER UF WILLS CERTIFICATE OF
CUMBERLAND COUNTY GRANT OF LETTERS
PENNSYLVANIA
- �i '�
y oF ��Me .��
�� ���,� F�` No. 2014- 01084 PA No. 21- 14- 1084
J � Es ta te Of: CA THERINE M HELMAN
� D Z (Fiist,Middle,Lastl
� v
� La te Of: CAMP HILL BOROUGH
CUMBERLAND COUNTY
M N
Deceased
Social Security No:
1750
WHEREAS, on the 14th day of November 2014 an instrument dated
October 31st 2014 was admitted to probate as the last will of
CA THERINE M HEL MA N
(Fiist,Middle,Lastl
late of CAMP H/LL BOROUGH, CUMBERLAND County,
who died on the lOth day of November 2014 and
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, LISA M. GRA YSON, ESQ. , Regi s ter of Wi I1 s in and
for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby
certify that I have this day granted Letters TESTAMENTARY to:
SHANNON PUGLISSE
who has duly qualified as EXECUTOR(R/X)
and has agreed to administer the estate according to law, all of which
fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE,
CARUSLE, PENNSYLVANIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my office on the 14th day of November 2014.
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**NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST)
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LAST WILL AND TESTAMENT
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ca —{ (7 OF
CATHERINE ERINE SIL 11 E Lely AN
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I, CATHERINE M. HELMAN, of the Borough of Camp Hill, County of Cumberland,
Commonwealth of Pennsylvania, declare this to be my Last Will and revoke any Will or Codicil
previously made by me.
ITEM 1: Upon my demise, I direct my body be released to Musselman's Funeral Home,
Lemoyne, Pennsylvania to perform my funeral and burial services. I direct my body be laid to rest in a
family plot in St. John's Cemetery, Peace Church,Trindle Road, Hampden Township,Pennsylvania.
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ITEM 2: 1 direct that all my funeral expenses be paid as soon as practical after my death.
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ITEM 3: 1 direct that all taxes that may be assessed in consequence of my death, of
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whatever nature and by whatever jurisdiction imposed, shall be the responsibility of each beneficiary and
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W paid from each beneficiary's share at the rate then assigned to that beneficiary and in no event shall the
taxes owed by reason of my death be paid in a collective manner from the gross residue of my estate.
UFurthermore, should there be any taxes assessed on property or assets which may pass outside of this Will
as a non-probate asset, I direct that all taxes which may be assessed on such an asset shall be paid by the
beneficiary or recipient of that non-probate asset and in no event shall the tax owed by reason of my death
be paid from the gross residue of my probate estate.
Page 1 of 8
ITEM 4: I give, devise and bequeath to my son, RICHARD E. LONG of 133 Georgia
Road, Franklin, North Carolina my brass railroad bell and the photograph of my father with brass spurs.
Should Richard E. Long predecease me or he fails to survive my death by thirty (30) days, I give these
items to, SHANNON D.PUGLISSE of 1 Kings Landing Lane,Hampton,Virginia 23669.
ITEM 5: I give my engagement ring to ANTONINA M. PUGLISSE of I Kings Landing
Lane, Hampton, Virginia 23669, provided she survives my death by thirty (30) days. Should Antonina
M. Puglisse predecease me or she fails to survive my death by thirty (30) days then this bequest shall
lapse and become part of my residual estate.
ITEM 6: I give and bequeath my real estate and dwelling located at 398 North 19' Street,
Camp Hill, Cumberland County, Pennsylvania, 17011 and. all the furnishings and appliances located
therein to SHANNON D. PUGLISSE, provided he survives my death by thirty (30) days. Should
Shannon D. Puglisse predecease me or he fails to survive my death by thirty(30) days, then to his issue,
in equal parts,per stirpes.
ITEM 7: I give, devise and bequeath all the rest, residue and remainder of my estate of
every nature and wherever situate,together with all insurance thereon, as follows:
A. Fifty percent (50%) to SHANNON D. PUGLISSE provided he survives my death by
thirty (30) days. Should Shannon D. Puglisse, predecease me or he fails to survive my death by thirt;,
a
(30) days, I give, devise and bequeath this share to my son, RICHARD E. LONG. Should Richard E.
Long predecease me or he fails to survive my death by thirty (30) days then I give, devise and bequeath
this share in equal parts to the issue of Shannon D.Puglisse,per stirpes, and
B. Fifty percent (50%) to my son, RICHARD E. LONG of 133 Georgia Road, Franklin,
North Carolina, provided he survives my death by thirty (30) days. Should my son, Richard E. Long,
predecease me or he fails to survive my death by thirty(30)days, I give,devise and bequeath this share to
SHANNON D. PUGLISSE,per stirpes.
Page 2 of 8
ITEM 8: Should any issue of Shannon D. Puglisse be entitled to a share of my estate and
not have attained the age of twenty-five (25) years at the time of distribution to them, I devise and
bequeath the share of such beneficiary to VIKTORIYA PUGLISSE, as Trustee, to be held in separate
trusts,to hold, manage, invest and reinvest the share so received, in accumulation of income thereon, and
to use and apply the income and principal, or so much thereof as, in Trustee's discretion, may be
necessary or appropriate for such beneficiary's education (including college education, both graduate and
undergraduate)without regard to his or her parents' ability to provide for education, or to make payment
for these purposes, without further responsibility, to such beneficiary's parents or to any person taking
care of such beneficiary. Any principal or income not so applied shall be distributed to such beneficiary
absolutely when he or she attains the age of twenty-five (25) years. If the beneficiary of this trust dies
before attaining the age twenty-five (25), the Trust shall terminate and such share shall be distributed to
the beneficiary's personal representative.
Should the principal of any trust herein provided for be or become too small in the Trustee's
discretion so as to make establishment or continuance of the trust inadvisable, the Trustee's or my
personal representative may, without court approval, make immediate distribution of the then-remaining
principal and any accumulated or undistributed income outright to the person and in the proportions he is
then entitled to income. Upon such termination, the rights of all persons who might otherwise have an
interest as succeeding income beneficiary or in remainder shall cease.
ITEM 9: My Executor, Trustee or their successors shall have the following powers in
addition to those given by law to be exercised by them in their absolute discretion, which powers shall be
H
Uapplicable to all property held by them, effective without the order of any court and until the actual
distribution of all such property:
a. To retain any investments at discretion including stock of any corporate fiduciary
hereunder or of a holding company controlling it;
Page 3 of 8
b. To invest and reinvest in the executor's or Trustee's discretion as permitted under Act 28
of 1999, as amended,the "Prudent Investor Act,"with the specific right to invest in stocks, bonds and real
estate, including non-income producing residential real estate for the occupancy of any present income
beneficiary or beneficiaries, and in such diversified, proprietary money market and mutual funds,
including such mutual funds of any corporate fiduciary hereunder or those of any successor or affiliated
corporation or a holding company controlling it, as my executor and Trustee deem appropriate;
C. To sell,to grant options for the sale of, or otherwise convert any real or personal property
or interest therein, at public or private sale, for such prices; at such time, in such manner and upon such
terms as they may think proper, and to execute and deliver good and sufficient conveyances, assignments
and transfers thereof without liability of any purchaser to see to the application of the purchase money;
d. To borrow money and to secure the repayment thereof by mortgage of real or personal
property, pledge of investments or otherwise, without liability on the part of the lenders to see to the
application thereof;
e. To compromise claims by or against my estate or any trust created hereunder;
f. To allocate and distribute different kinds or disproportionate shares of property or
Z undivided interests in property among beneficiaries or trusts, in cash or in kind,or partly in each;
g. To register investments in the name of a nominee or to hold the same unregistered in such
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form that they will pass by delivery;
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1 w h. To join in any recapitalization, merger, reorganization or voting trust plan affecting
investments; to deposit securities under agreement; to subscribe for stock and bond privileges; and
generally to exercise all rights of security holders;
i. To manage, operate, repair,alter or improve real estate or other property, and to lease real
estate and other property upon such terms and for such period as my executor and Trustee deem advisable
even for more than five(5)years and beyond the duration of any trust;
Page 4 of 8
j. To deduct administration expenses upon either the federal estate tax return or fiduciary
income tax return with or without adjustment as between principal and income, as my corporate or
disinterested executor shall determine;
k. To associate with them in the absence of a corporate fiduciary, an accountant,custodian
and investment advisor, and other agents and to compensate them from principal or income or both,as my
executor or Trustee shall determine, such compensation to be a reduction of the compensation of my
executor or Trustee;
1. To associate with them at any time, in their absolute discretion and of their choice, a
corporate fiduciary which shall have the same powers as my executor or Trustee, such designation by my
executor or Trustee and acceptance by a corporate fiduciary to be in writing;
M. To combine, without prior court approval, any trust herein with any other trust with
substantially similar provisions, although such other trust may have been created by separate instruments
and by different persons, and, if necessary to protect different future interests, to value the assets at the
time of such combination and to record the proportionate interest of each separate trust in the combined
fund; provided however, that no such combination shall be permitted if the effect of such combination
z would be (1) to violate the applicable rule against perpetuities; (2) to disqualify any interest in one or
more of such trusts for a deduction for federal estate tax purposes which would otherwise be allowable; or
(3) to cause the loss of the exempt status of one or more of such trusts from the imposition of the
generation-skipping tax;
n. To exercise any stock options which they may receive; to borrow such funds from any
v U source as my executor or Trustee may deem necessary for the exercise of such options; and to pledge
assets as my executor or Trustee deems appropriate for this purpose;
o. No Trustee shall be required to qualify before, be appointed by, or, in the absence of a
breach of trust, account to any court(and failure to account alone shall not be considered such a breach);
Page 5 of 8
nor shall Trustee be required to obtain the order or approval of any court in the exercise of any power or
decision granted hereunder;
P. To allocate any generation-skipping transfer tax exemption from the federal generation-
skipping transfer tax to any property to which I am deemed the transferor under the provisions of Section
2652(a)of the Internal Revenue Code of 1986 and its successors, including any property transferred under
my will and any property not in my probate estate and any property transferred by me during life as to
which no allocation was made prior to my death, to the extent necessary to cause the inclusion ratios
applicable to such transfers to be zero;
q. To disclaim any interest in property without court approval; and
r. To do all other acts and things necessary or appropriate in the management,
administration and distribution of my estate or trust.
ITEM 10: In the event any beneficiary named in this will dies under such circumstances
that there is not sufficient evidence to determine absolutely whether such legatee or devisee survived me,
I direct such legatee or devisee shall be presumed to have predeceased me and devise and bequeath the
gift in favor of that legatee or devisee to such persons and in such manner and in such proportions as set
forth in this will for distribution if the legatee or devisee predeceased me.
0 7
�py,1r- ITEM 11: Until distributed, no gift or beneficial interest shall be subject to anticipation or
voluntary or involuntary alienation.
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ITEM 12: I appoint SHANNON D. PUGLISSE, Executor of this my Last Will. In the
event Shannon D. Puglisse, predeceases me, fails to qualify or ceases to act as Executor, I appoint my
son,Richard E. Long, as my alternate Executor of this my Last Will.
Page 6 of 8
ITEM 13: I direct that my personal representative and Trustee or their successors shall not
be required to give bond for the faithful performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and
Testament,this day of�` , 2014.
CATHERINE M. HELMAN
Signed, sealed, published and declared by the above-named Testatrix as and for her Last Will and
Testament in our presence, who, at her request, in her presence and in the presence of each other, have
hereunto subscribed our names as attesting witnesses.
residing at��i��O
residing at ADM HO�P
Page 7 of 8
COMMONWEALTH OF PENNSYLVANIA )
ss:
COUNTY OF CUMBERLAND )
We, CATHERINE M. HELMAN, A5/7/,J C206'f7j and
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 purpose 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 or her knowledge,the Testatrix was at the time eighteen (18)years of older, of sound mind
and under no constraint or undue influence.
CATHERINE M. HELMAN
ss
Witness
Subscriber., sworn and acknowledged before me by
CATHERINE M. HELMAN, the Testatrix, and subscribed and sworn to before me by
( 2O C�A-,J and Z'� �J fjs � , the witnesses, this
day of Q C:Tv A 4-R— , 2014.
NotgryFlic (S AL)
CCSMMONW_f111'iH,60? NNSylVAN1A
NOTA IAL SEAL
Menry F.Coyne', Nipr.y Public
Hom�den Township,Cu.Mberland County
Page 8 of 8 �My_coMrh1Won_Ezpires J ne 1.7,?;q j 4.'