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HomeMy WebLinkAbout02-26-15 PETITIOV FOR GRA.�'T OF LETTERS RflGISTEROF WILLS OF C�..+. �-' � +� COUVTY, PE�SYLVANi.A Pe[i[imier(s) named below, who is%are L8 yeaes o[ a_c or older, opoly(icsj Cor Lcuers as speci£ed below, avd iii support thereo£evar(s) the followfng and cespecLfully requesf(s)the granc of Leaers in ffie zpprop�iate focm'. DecedenPs Informatio❑ ` ��/ n \ame: /�e��.✓ � llut- ,S�_A<.�-� rile N0: /��� �I � /-� 7 aik/a: �J � &�,,,� � � � (9ssigned by Register) a.;k'a: �a. Rw.• SJ..�..•.I a/Ida: Sucial5ecuriryNo: Date of Death: / ^I - Jt,j .- Age at death: L Y Decedent was domiciled at dcath In C�,n.�=i�,J Av County, P� (S�a�e�wfth his/hee last principal residenee at 139 �✓� ,yo y� 'u— CM1/) �,.. /h ��f�(� �� �r,�..� s�.��aaa«ss �.aom1 �<���az�pcoa� a�y,r�w���n��o�no.00sn co�/����ir nzcedenldiedat (�iC�S�•,�fr,/' M-p�iA� dc�'rv O �ivv .��'t. !I'�- 1"7�11 lh�NTO:.� p��- Strec�udtlre�,Pas�Ofliee entl Zip Cude Ci��,Towntltlp or Bomu,o,M1 Caunty Ste�c Fs�ima�e o(valve o�dwulenCs pmperty m dee�h�. lf�aniiai[edirtPen.esYlvrtiiia... . _.._. _____.. . _... . ._ AllpersocelP�oOe�ry S /(no�AoniiciledirrPmmryh.m�ia. . . . ... ......... ..... . . . PcnanalproperryinPrnnsYlvania 8 /frm�Romici(�dlnPvurey.[vaniu. . .. . _. __. . ____. . . . CenonalpmpuryinCoimry S Nnlueo/ren( [ t P nn.g'I rsnm . . ..... .. .... . . ... . ... . ... .. _.. . ..... . S I Oo•v . :+ IOTALESTIM4iEDVALUC..�. $ 00� "� � Ree��v�e��ve��.yl .a • 'tarea�� 134 6vM,v+� PYf✓1� �A/��o� �- 17al� L�.� la�m�����nvn��,��im��rs.,j„��ro,y� si.���aaa.� ,ea.�orrcennaz�pcoa� ary,rm.�,n�v��eo.��Rn �o��„iy Q�j A. Petition for Probate and Gran[of Le[ters restamentxrv Pe�iuuner(s)evev(s) shdtlmyis/aatheExecumRs)namedin�helAr�R'IIIoCtlieDcaedar.t,datrA (0 �� �Oo� andCodlcil(s) a,e���o ao�a � smm��i�.00�e;���mrwo«.�e..r..,�,,,��,�„�,,,�,i�Jc.�.�,u..e«� — Gxce�tu follows: afierthe execufion oftlie inswmnrt(s)offereA(orpmbe�e DecNrnW Id notrnnr.y.«as mtdivorerd,a�esno�n party m a�ending divorcro pmceeding wLemic�he grounds for dfvome had beeii e-tehlisheA as de�ned fn 2l Pa CS. y�' 3323(g),and dId m�havc a child bom or odop:ed;aud D�:rdent was neithu ihe viedm of e killing mr ever ndjuClcatrd an incepaeireied oeaon. �VOF,XCLPTIO�'S ❑CXCF.PTIO�$ ❑ B. Pe,ti[ion for Grant of Lette's of Adminis[Yation (ICvpplicablc) u.rs_db.n_,db.�vc.t.n.,pendenee 1i�e, dio�onre aGse�xeia,durnnteminurimie [f 9d�ninistration,ct.a. nr d.b.rz.cta.�enter date of Will in Section A above aud rompletc list oC heirs'. Gcept as follows�. Deceden�was mc u poay m a pending divume pmn.re�in�wherdu�m gmunds Pordlvovee heA been es:vbfshul ee�eGned in D Px.CS y�323(�i end�v�s nellper We cicnm of o kllling nor ever tidju�iwmd an�mcapacitated person. �7 ❑�'O LRCEPilONS �EXCEP'1'IOTS �� ^ rn n �C�I O �9�. �[ � p . �1�135/�1T.'.P909M1F 1C(��h:1t�CCP.(�C11�C�p0��✓I��tl��Av9SSORIVCdby[�1C�0�� Wt��m'}�i II9E(I�AllOhl (]h R�aCh oddieioi aLd�ec.s. I ieers ar j: �� b � , N Yame Rdationxhi ndAress � � � �. � � t S - : � cD rm�,,,aN�-oz �.�.. iat✓zmi Pagc I of2 Oa[h of Personal Representa[ive O0i""��o0n�> COhI�IOVWHALTIIOPPESSSYLV:AVld 7 4 55� CUL]TV OF � Pe�i�ianer(s)Prinmd Vome Peci�ioner(s7 Pnn:ed Adlress L'l� ,«�E F, s��<. i s - � u, U eal, l� 9� l�oi3 The Peti�ionee(s)abmx-vamed awear(s)oraffirm(s)�he s:ntemcros in the Co�cgoing Pctinon are we and comec�w�hc brs�of�he knawledse acd belief ofPeGfio�.ier(s)andrhac,osPersonalRepresenv�ivc(s)o[tlieD^eancdeut,thePe�tiiioneK) 'lixcll�ndtr�qIy tlmm/y��crnc�csramecmrdln�rolam. Sworn to or a(firmed¢ ju�bsceibed before LGP�v�— � ��,// Dzic � - a�� / 's' me tlii. �day o( G`�( . 20/.J �—Dv�e BY �CG Dew rrh Regi.rt.-. Daa 60NDRequireU:�YES �i'O TOU�nFegisteroflVil(s: PF,ES: pleusc coter my nppearvnce by my signature belmv: L ucr:._. . _ . . . . . . 5� A«arncySiguemrc c ( ) SLort Certificere(s). _ . .. ( � ) Renmmia�ion(s).. . .. . . . . ( )CodicLl(s). ._ "__.__.. ( JAfCdavt(v1 _. __ _. ._ � � ,� ? Boid_. . . . . .. . . . . .. Printctl\'ame: e �l ::i - Cann-ssin� . . . . .. SnPremeCou t (= "N rn ��' Othcr . . . . . . . IO Nu �bee �-- � i �/�,,� ro � LLI1-_� F� Kumc a> . A Id —� . . _ . . Phone � �> < o A atioi Fee . . . .. Fox'. � �cs r �. . . . . . .. . . _�� r���.,u: - . Torai.. . . s DECRE� Ot THE REGISTEK Fs�a�eorNtlpr� Ln2ue �4rheel F�i�N�: �1 -/S -/b�17 �w�: r AND NOW, ��'� ��Q��,(iV ,��, in consiJeratio�of the fo[egoing Yelitioq salisCaetory pmof havii�g been presen�ed before tne 'I IS DECREED Ihal Letters aee he�eby granted to Q�[�P_Y�C �• ����� in the above esCa[e and(if appliwblc) thst lhe instrument(s)dated �E�(:1��0 describcA in thc Pclition bc ndmillcd lo piubnte and f led of reco[d as the last Will(and Codicil(s')) of Decedeni. cgistcrof Wil s � r,,,n�w�v-oz ,r�. tnn¢nu � p� , � �, _ � � � _;; _, � �.> I,AST WILL AND TESTAMENT � " � OF � HEI,F.N L. SCHEEL u � -�� l, HEI.EN L. SCHEEL, of Carlislc, Cumberland County, Pe�nsylvania,being of sound mind and memory, and not acting under duress or undue inFluence of any person whomsoever, hereby declare this to be my Last Will and Testament and I do hereby rcvoke all other former wills and codicils to wilis he�etofore made by me. My Socia] Sccu�ity Number is 193-42-0203. All rcference made herein to "spouse or my spouse'refers to the person to whom I am currenlly married,namely Clarence F. Scheel, Jr.. By ensuing provisions of[his Will, it is my intention to disposc of my intcrest in our properry; I do not intend to dispose of anything belonging to my husband or to put him to any election. I. DEBTS,TAXES AND ADMINISTRATION EXPENSES I havc provideA for the payme�t of all my debts, expenses of admi�istration of property whcrever situated passing under this W ill or othenvise and estxte, inhcritance, transfer, and succession taxes, other than any tax on a genera[ion- skipping transfer that is not a liability ot my Fstate(including inierest and penalties, if any) that become due by reason of my dcath, under the provisions of TEiE CLARENCE F. SCHEEL, JR., AND HELEN L. SCHEEL REVOCABLE TRUST ACREEMENT execated by me on the same datc 1 have executed this Will (my "Living TrusY'). Itthc Living Trust assets should be insufficient for these pu�poses, my Exccutor shall pay any unpaid it�ms from the residue of nry Estate passing under this W ill, without any apportionment o�reimbursement. In the altemative, my Exccutor may demand in a wriling addressed to thc Trustee of my Living Trust an amount necessary to pay all or paR of Ihese items, plus claims, pecuaiary legacies, and family allowances by coun order. It. PERSONAL AND HOUSEHOLD EFFECTS It is my intent that all iny personal and household cffects were transferred to my Living Tmst as a result of the Comprehensive Transfer pocument signed this date. If there are any qucstions regarding the ownership or disposition of these assets, it is my desire that such assets pour into my Living Tmst in accordance with the provisions of[hc section below titled `Residue of Estate." �Vill PaGe 1 `J�,LS III. RF,SIDUE OF ESTATE 1 give, decise and bequeath all the rest, residue and remaindcr of my property of every kind and descriplion (including lapsed legacies and devices), wherever situated and whcthe� acquired before or after the execution of this Will, [o the Trus[ee of my Living Trust, which, as stated above, was crcated by me on the same date as the execution of this Will. The Trns[ce shall add the property bequcathed and devised by this item to che corpus of my Living Trust and shall hold, administer and distribu[e said property in accordance with thc provisions of my Living Trust, including any amendments thereto made beforc my death. If for any reason my Living 7rust shall not be i� existence at tlie time of my death, or if for any rexson a eouR of competent jurisdiction shall declare the foregoing testamentary disposition to [he Trustee uudec my Living Trust to be invalid, then I give all of my estate, including the residue and �emaindcr thereof, to the peison who is the Trustee(or would have been the Trustee if thc Living Trust were in cxistence at the time of my death) as Trustee, to be held, managed, irvested, reinvested and distributed by the Tmstee upon the ternis and conditions pertaining to the period beginning with the dxte of my death in the Living Trust, as then constituted giving effect [o amendments, if any, hereafter made, and for Lhat pulpose 1 do hereby incorporate such Living Tmst by �eference into this my Will. IV. POWERSOFEXECUTOR My Executor shall have the following powers in addition to those conferred by law until all property is distributed: (a) To retain any real or personal property in the foem in which it is �eceived. (b) Te sell nt publie or private sales fo�cash and/or credit, ro excha�ge, and ro lcase for any period oEtime, any real or personal property and to give options for such sales, exchnriges, or leases. (c) To pu�chase all forms of propeny, ineludi�g but not limited to stocks, bonds, notes and other securities, common trust funds, life insurance policies and real cstate, or any variety of real or personal property, without being confined [o sacalled legal investments and without regard for the principle of diversification. (d) To purohase securities at a premium o�discount and to eharge such premium or crulit such discount to principal or income. (e) To exercise any optio� arising from the ownership of any imestment to join in R'ill Page 2 1d�-% any cecapi[alization, merger, �eorganizalioq liquidation, dissolution, consolidation or voling trust plan affecling any i�vestmen[; to delega[e powcrs with respec[thereto; lo dcposit sec�ri[ies under agreemen[s and pay assessments, to subscribe for stock nnd bond privileges; and generally to cxercise all rights of sccurity holders. (� To hold property�nregistered or in the name of a nominee. (g) To mortgage, divide, alter, repair and improve real propeRy and generally to exercise all rights of real estate owne�ship. (h) To distribute in cash, in kind, or partly iu cach, and to cause any sha�e to be composed of cash, property, or undivided fractional shares in property different in kind from any other share. (1) To compromise claims by o�against my estate including but not limited to tax issues and disputes,without ordcr of court or consent of any pazty in interest and without regard for the effect of sueh compromise on any i�terest hereunder. (j) To borrow moncy and to pledge any real or pe�sonal property as security for the repaymentthereof. (k) To apply ineome for the bcnefit of any incapacitated individual to whom ineome may or must be distributed for any reason during thc period of incapacity. Income not so applicd may be distributed to a custodian or accumulated, invested and if not sooncr applied, paid to such individual upon gaining capacity. (I) To join with my spouse or my said spouse's personal �epresentative in filing any joint income tax return, and to join in any gifts made by my said spouse for giR tax purposes even if this may result in additional liabilities for my estate. Any income or gift taxes due on such �ewms and any deficiencies, interest, penaltics or refunds thereon shal]bc allocated betwcen my estate and my said spouse or my said spouse's estatq or all to any of[hem, in sueh manner as my Executor and my said spouse or my said spousc's personal represcntative may agree. (m) To apply expenses of my estate permitted as income tax o�real estate tax deductions and to valuc my estate for estate tax pucposes by any method permitted. (n) To employ accou�tants, ngents, attorneys, iuvestment counsel,brokers, bank or trust company[o perform services for and at the expense of my estate and to carry or register investments in the name of the nominee of such agent,broker, bank or trust compauy. The expenses and charges for such scrvices shall be charged against principal or income. My Will Page 3 �LS Executor is expressly relieved of any]iability or responsibility whatsoever for any act or failure m act by, or for following the advice of, such aeeountants, agents, attomeys, investme�t coansel, brokcrs,bank or trust company, so long as my Executor exercises due care in their selection. The fac[ that au Executor may be a member, shazeholder oc employee of any accoun[ing imestmenl, lcgal or brokerage firm, agent or bank or vust company so employed shall not be deemed a eonflict of interest. Any compensation paid pursuant to this subparagraph shall not affect in any manner the amount of or the right of my Executor to receive commissions as a fiduciary. (o) To invest any part of my residuary estate iq or lend money to, any closely-hcld business in which I may have an interest at my death for any purposes incident theretq including but not limited to expansion and c�try into new fields of business provided that only assets acmnity invested in such business shall be liable for the debts incurred in its operation. (p) To discluim any inte�est in property without court approval. V. EXECUTOR. (a) I appoint my husband, Clarence F. Scheel, Jr., as Executoc If my said husband fails to qualify or ceases to act for any reason, I appoint Christi�a L. Heffclfinger as Exeeutor in his pince. (b) My Executor shall not be required to post security in any jurisdiction. 1N WITNESS WHEREOF, I have set my hand and seal to this, my Last Will and Testament, this_�day of Q G�0��� , �U�O ���Q.nJ V A � C��P,Q� � (SBAL) Helcn L. Scheel Signed, sealed, published and declared by the above-named Testatrix, as and for her Last Will and Testamcnt in the presence of us, who have hcrem�to subscribed our names at her�equest as witnesses thereto, in the presenec of said Testatrix and of each other. WITNESS: A �h/ 6?l' �^J"� /`�'�Rn-t t� � ..,�nnSYLVANIP commor+wNOTARIAI SEAL ANTNONYSCHIMONVNo�a�Y�� Wi1lPage4 CqVofM�ledeWhe'PMa�CanlY �LS pqmniseon H resJu 14,20D9 COMMONWEALTH OP PENNSYLVANIA,COUNTY OF CUMBF.RLAND: I, Aelen L. Scheel,the testahix whose namc is signed to Ihe altached or foregoing ins[mment, havfng been duly qualificd according[o law, do hereby acknowledge[hat I signed and exccuted the instrument as my Las[Will and'I'es[amcnt; and that I signed rt willingly and as my Gee and voluntary act for[he purposes the�efn expresscd. �� �Y.l/ Helen L. Scheel COMMONWEALTH OF PEIvTISYLVANIA,COUNTY OF CUMBERLAND: On this�day of �G f7J 1,j e� , ��� , before me,the undersigned officer, personnlly appeared Helen L. Scheel, known m me(or sat�sfactonly proven) to be the person whosc nameis subscribed to the foregofng Last Will and Tes[amwt, who acknowledged that she executed the samc as her Last Will nnd Tes[ament. �oMMonwen�rn or reN�+avwar.w NOTARIAL SEAL ANTHONYSCHIMONY NdnyP�Fc CiIY W philadelphie.Phile.CouMY Notary PubGc Conxni�on Ex �ves Ju 14,20119 We,�/�✓O� SMrTJt and ��4/�P ��h �TB ,[hewimesses- whose names are sibmed to the a[tached or focegoing instrument,bemg duly qualified according to law, do dcpose and say[ha?we were present and saw the testa[rix sfgn and execute the inswment as her Iast W ill nnd TestamenT, Ihat the [estatrfx si�,med wlGngly and executcd i[as her free and voluntary act for the puryoses thercin expressed; [hat each subscribfng witness in the hearing and sight of Ihe testalrix signed the will as a wi[ness; and[hat[o the best of our knowledge[he restaMx was at Ihat[ime 19 ur more years of age,of sound mind and under no constrain[or u�due influence. � iv / `��t (SEAL) Residingat ��� ��C�✓C..L � ��uS�-e //6 ��_/1 � �� (SEAL) Residinguc 5/�e COMMONWGAL�I�H OF PENNSYI.VANIA,COUNTY OF CUMBERLAND: Subseribed and sw�om to before me by both witnesscs, [his 1 dny of GC- /�-�' e'� , Z O V� COMMON WENLTM OF PENNSYLVANN NOTARIALSEAL ANTNONYSCHMApNV NdaiyPuh�ic (�'of PhYadelphie.PIMe.C,ouply NotaryPublic M � 14,1W9 W ill Page 5 �LS REGISTER OF WILLS CERTIFICATE OF CUMBERLAND COUNTY GRANT OF LETTERS PENNSYLVANIA y OF CUn1 r �,�c c�,� @Fq mo. zo�s- oozn PA No. z�- �s- oz�� J � � "� yy Estate Of: HKENLARUfSCHEEL � �� I Y 'hisL MbJ/e [o5O �� — �- � � � a�k�a : H LARUE SCNEEL LARUE SCHEEL �� �� i �y� Late Of: MIDOLESEXTOWNSHIP ���� CUMBERLAND COUNTY Y750 Deceased Social Security No: W'Hc^REAS, on the 26th day of February 2015 an instrument dated October 4th [006 was admitted to probate as the 7ast will of HELEN LARUE SCHEfL �a„<mmmo,�,m a j k/a H LARUE SCHEEL LARUE SCHEEC late of M/DOLESEX 70WNSH/P, CUMBERLAND County, who died on the Ist day of January 2015 and, WHEREAS, a true copy of Che will as probated is annexed hereto. THEREFORE, I, L/SAM. C'iRAYSON, ESQ. , Register oY Wills in and for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby certify [hat I have this day granted Letters TESTAMEN7ARVto: CLARENCE F SCHEEL JR who has duly qualified as EXECUTOR/R/X/ and has agreed to admin.ister the estate according to law, all ot whiCh fu71y appears of r-ecord in my office at CUMBERLAND COUNTYCOURTHOUSE, CAHLISLE, PENNSYLVANIA. ZN TESTIMONY WFiEXEOF, I have hereunto set my hand and affixed the sea] of my offire on the 26th day of February 2075. � (py�.//�� /� � /�' � ' �� ' M gis� 'terolWi;ly� --'_ _���,1���1.1't C Qt ; U 2GU�p . � . . Ocpuly I- .-1 L�'.. �. ' (�J _ .. F.— . . . . �l CD c� _- ._ i � �_ "'**�TE*'C }�I.L NAMES ABOVE APPEAR (F'TR.CT nrtrnnrn rnom�