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HomeMy WebLinkAbout11-24-14 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: James E.Shumaker Decedent's Information Name: Karin J.Shumaker File No: 21 a/k/a: (Assigned by Register) a/k/a: a/k/a: Social Security No: Date of Death: 05/30/2014 Age at Death: 84 Decedent was domiciled at death in Cumberland County, PA (State)with his/her last principal residence at 100 Mount Allen Drive,Mechanicsburg 17055 Upper Allen Cumberland Street address,Post Office and Zip Code City,Township or Borough County Decedent died at Messiah Lifeways 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 $ 40,000.00 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 $ 40,000.00 Real estate in Pennsylvania situated at (Attach additional sheets,if necessary.) Street address,Post Office and Zip Code City,Township or Borough County ❑X A. Petition for Probate and Grant of Letters Testamentary Petitioner(s)aver(s)that he/she/they is/are the Executor(s)named in the Last Will of the Decedent,dated 10/27/2005 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,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 born or adopted;and Decedent was neither the victim of a killing nor ever adjudicated an incapacitated person. 0 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.,pedente lite,durante absentia.durante minoritate If Administration,c.t.a ord.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 pending divorce proceedingwherein 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 adudicated an incapacitated person. ❑NO EXCEPTIONS ❑ 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): 7a C__ _ Name Relationship Address 1 C7 `ri `rt -TI 1T fv -rs Form R W-02 rev.10-11-2011 Copyright(c)2011 form software only The Lackner Group,Inc. Page 1'of 2 Oath of Personal Representative Official Use Only COMMONWEALTH OF PENNSYLVANIA } } SS: COUNTY OF Cumberland } Petitioner(s)Printed Name Petitioner(s)Printed Address James E.Shumaker 74 Lone Oak Drive Marysville,PA 17053 N C .G M rn rn r�i rn n o _T) -rte t The Petitioners)a6oye-named swear(s)or affirm(s)the statements in the foregoingtition are true and correct to the best of th�kdowledgeond belief of Petitioner(s)and that,as Personal Representative(s)of he Decedent,Pe G o er(s)will w and truly administer the estate according to law. Sworn to, ffirmed and subsfrib fore me" h' �da of Date By: Date Nftthe Register. Date BOND Required? YES NO To the Register of Wills: Please enter my appearance by my signature below: FEES: ,�(� Letters.......................................... $ q C) •w Attorney Signature: ( 1 )Short Certificate(s)......... ( )Renunciation(s).............. ( )Codicil(s)........................ ( )Affidavit(s)...................... Printed Name: G L. ames Esq. Bond............................................. Supreme Court Commission.................................. ID Number: 27752 Other ��. Firm Name: James,Smith,Dietterick&Connelly,LLP ou Address: 134 Sipe Avenue Hummelstown,PA 17036 Phone: 717/533-3280 Aut tion Fee............................ Fax: 717/533-2795 JCSFee....... .............................. E-mail: glj@jsdc.com TOTAL......................................... $ DECREE OF THE REGISTER Date of Death: 05/30/2014 Social Security No: Estate of Karin J.Shumaker File No: 21 � 14-j©0(,0 a/k/a: AND NOW, M (4 �L� ,in consideration of the foregoing Petition, satisfactory proof having been presented before me, IT IS DECREED that Letters Testamentary are hereby granted to James E.Shumaker in the above estate and(if applicable)that the instrument(s)dated 10/27/2005 described in the Petition be admitted to probate and filed of record as the last Will(and Codicilw): f Decedent. - rAj Register of Wills Copyright(c)2011 form software only The Lathier Group, c.�t Y + ��cQ Page 2 of 2 c LAST WILL AND TESTAMENT OF C KARIN J. SHUMAKER , M rnC-> I, KARIN J. SHUMAKER, of Marysville, Harrisburg, Perr_--, QountyA,3enp:tj,-I Tania, being of sound mind, memory and understanding, do make, declareafid publish-1,Q)to be q -, my Last Will and Testament, hereby revoking and making void all fcfiner WL19 and 06dicils made at any time heretofore by me. 1. I appoint my husband, JAMES E. SHUMAKER, to serve as Executor of my estate. Should my husband, JAMES E. SHUMAKER, fail to qualify or cease to act, or be unable or unwilling to act as Executor of my estate, I hereby appoint my daughter, LINDA K. SHUMAKER and my son, TED E. SHUMAKER, as alternate Co-Executors of this, my Last Will and Testament; should both my wife, KARIN J. SHUMAKER, and Co-Executors, LINDA K. SHUMAKER and TED E. SHUMAKER, fail to quality and cease to act, or be unable or unwilling to act as Co-Executors of my Estate, I hereby appoint Citizens Bank, as alternate Executor of this, my Last Will and Testament. 2. The fiduciaries herein named shall not be required to file or post bond or any other security for the faithful performance of their duties. 3. My husband, JAMES E. SHUMAKER, and I are now joint owners of a residence at 74 Lone Oak Drive, Marysville, Perry County, Pennsylvania, which is our usual home, If, however, my said husband survives me and at my death our home, whether it be the one which we now own or one which is hereafter acquired by us, is held in any manner which will not result in the passage of full title to my said husband by operation of law, I hereby give and devise my entire interest in said home to him. I 4. All of the rest, residue and remainder of my property and estate, of whatsoever nature and wheresoever situate, including property over which I hold a power of appointment which I have not heretofore exercised, together with all policies of insurance thereon, I hereby give, bequeath and devise to my said husband, JAMES E. SHUMAKER, if he survives me. 5. In the event that my said husband, JAMES E. SHUMAKER, does not survive me, then and in that event all of the rest, residue and remainder of my property and estate of whatsoever nature and wheresoever situate, including property over which I hold a power of appointment which I have not heretofore exercised, together with all policies of insurance thereon, I hereby give, bequeath and devise as follows: a) The sum of Ten Thousand Dollars ($10,000.00)to my son, Donald L. Shumaker; b) Ten percent(10%)of the residuary of my Estate to the Wesley United Methodist Church of Marysville, Pennsylvania; and C) Ninety percent (90%) of the residuary of my Estate in equal shares to my daughter, LINDA K. SHUMAKER and my son, TED E. SHUMAKER, per stirpes and not per capita. 6. Should any legatee or devisee under this Will die within and not survive me by thirty (30) days after the date of my death, he or she shall be deemed to have not survived me for all purposes under this Will. If my husband, JAMES E. SHUMAKER, shall not survive me by thirty (30)days, he shall have during that portion of such thirty(30)days 2 as he in fact survives me, the right to the use and enjoyment as a life tenant of all property in which his interest will fail,by reason of his death within such thirty (30) days. 7. 1 direct that all estate, inheritance and succession taxes that may be assessed in consequence of my death, of whatsoever nature and by whatsoever jurisdiction imposed on all property passing under this Will as part of my probate Estate, shall be paid out of the principal of my general estate to the same effect as if said taxes were expenses of administration, and shall be free and clear thereof. 8. No interest, whether in income or principal, of any beneficiary of my estate shall be subject to anticipation, pledge, assignment, sale or transfer in any manner; nor shall any such beneficiary have any power in any manner to charge or encumber his interest, whether in income or principal; nor shall the interest, whether in income or principal, of any such beneficiary be liable or subject in any manner while in the possession of my Executor or any trustee or guardian for any liabilities of such beneficiary, whether such liabilities arise from his death, debts, contracts, torts or engagements of any type. 9. In the administration of my estate, my fiduciaries shall have the following powers, in addition to such powers as they may have by law: (a) To invest any funds of my estate in any stock, bonds, notes or other securities or property, real or personal, notwithstanding that such investment may not be of a character allowed to fiduciaries by statute or general rules of law; (b) To sell or otherwise dispose of any property, real or personal; at any time forming a part of my estate, for cash or upon credit, in such manner and upon such terms and conditions as they may deem best, and no persons dealing with them shall be bound to see to the application of any funds paid; (c) To manage, operate, repair, improve, mortgage or lease for any term any real estate at any time held or owned by my estate; (d) To borrow money for the payment of taxes or for any other proper purpose in the administration of my estate; 3 (e) To distribute in cash or in kind, upon any division or distribution of my estate; and (f) In general, to exercise all powers in the management of my estate which any individual could exercise in the management of similar property owned in his own right, upon such terms and conditions as to them may seem best, and to execute and deliver all instruments and to do all acts which they may deem necessary or proper to carry out the purposes of this Will. 10. Any amounts, either of income or principal, which are otherwise payable to a minor under this Will may at the sole discretion of my Executor be paid either to a parent of such minor, to a guardian over the person or property and estate of such minor, to the person who has custody over such minor, or directly to such parent,guardian, custodian or minor, and evidence of the payment or application of such amount shall be a full and complete discharge of my Executor to the extent of such payment or application. 11. 1 direct that the expenses of my last illness and funeral be paid from my estate as soon as practicable after my death. IN WITNESS WHEREOF, 1, the said KARIN J. SHUMAKER, hereby set my hand and seal this Aay of October, 2005. KA,`IN J. HUMAKER The foregoing instrument, consisting of this and three (3) preceding typewritten pages,was on the date thereof signed, published and declared by KARIN J. SHUMAKER, the Testatrix therein named, as her Last Will and Testament, in the presence of us,who at her request and in the presence of each other, have subscribed our names as witnesses. residing at residing at _AL/`_1V residing at 4 COMMONWEALTH OF PENNSYLVANIA COUNTY OF DAUPHIN 1, KARIN J. SHUMAKER, whose name is signed to the attached foregoing instrument, have been duly qualified according to law, and do hereby acknowledge that I signed and executed such instrument __ —, Last Will— _and Testament; -that . signed thesame willingly; and that I signed it as my free and voluntary act for the purposes therein ~ Subscribed, sworn to, a�Vimed and neH before n1e. a Notary Public, thiS dGV Of 2005. M« Commission E»ni[BS: /~ »f6f//�r^; n-u�zu�° // COMMONWEALTH OF PENNSYLVANIA EA NOTARIAL SEAL TAMARA S,HAIR,Notary Uic Sus :h 7 7oi nty Tw Susquehanna Twp,,Dauphin County E A 26 2WO8 5 i U � U COMMONWEALTH OF PENNSYLVANIA ss: COUNTY OF DAUPHIN . . . and T, � , the witnesses whose names are signed to the attached foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the Testatrix sign such instrument willingly and execute it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of such Testatrix signed such Last Will as witnesses thereto; and that to the best of our knowledge, such Testatrix was at that time eighteen (18) or more years of age, of sound mind and under no constraints or undue influence. !Subscribed, sworn t0, affirmed and acknowledged before me by4//Ii "' ' gi, r�--- and > �� � �; it' , witnesses, this c`' 7 day of ) 2005. WITNESSES: r ! n lyJ'"F � OTAR PUBLIC My Commission Expires: COMMONWEALTH OF PENNSYLVANIA NOTARIAL SEAL TAMARA S.HAIR,Notary Public Susquehanna Twp.,Dauphin County My COMMission Expires August 26,2008 05-473/92426 6