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HomeMy WebLinkAbout03-05-15 Reset PETITION FOR GRANT OF LETTERS REGISTER OF WILLS OF CUMBERLAND COUNTY,PEr��YLVANIA::.,; ;�;� =� _. � ,., �-� �-. ;._� -3 « Petitioner(s) named below, who is/are 18 ears of a e or older, a 1 "' � ' `� Y g pp y(ies) for Letters as�s��c��}ed �ow, artt}= in support thereof aver(s)the following and respectfully request(s)the grant of Letters in the apprqpxiat"e.`form: ` : ' crt r ; Decedent's Information Name: ROBERT B.BARTOS File No: ��+�V�� -� a/k/a: (Assigned by Register)s.._ � � a/k/a: . F--+ r ) a/k/a: Social Security No:- '�' - �' Date of Death: FEBRUARY 18,2015 Age at death: 74 Decedent was domiciled at death in CUMBERLAND County, pF,NNSYr VANtA (Srare)with his/her last principal residence at 317 CRAIG LANE CARLISLE 17013 BOROUGH OF CARLISLE CUMBERLAND COUNTY Street address,Post Office and Zip Code City,Township or Borough County Decedent died at �Ow.��� 1�-q��,.�,AQ ���Q�-� CUMBERLAND PA � Street address,Post�Office and Z�p Code C�ty,Township or Borough County State Estimate of value of decedent's property at death: If domiciled in Pennsylvania....... .. . .. . . .. .. .... . . .. . . All personal property $ 65,000.00 Ifnot domiciled in Pennsylvania. .. .... ....... .. .. ...... Personal property in Pennsylvania $ If not domiciled in Pennsylvania. . ..... ..... .. .......... Personal property in County $ Va[ue of real estate in Pennsylvania.. . . .... ... . . .... . .. . . .. . . .. . . . . . . ... . . . .... . .... .... . . .. $ TOTAL ESTiMATED VALUE. ... $ 65.000 00 Real estate in Pennsylvania situated at: (Attach additional sheets,if necessnry.) Street address,Post Office and Zip Code City,Township or Borough Count Y � A. Petition for Probate and Grant of Letters Testamentar �� ���,3 � Petitioner(s)aver(s)he/she/they is/are the Executor(s)named in the last Will of the Decedent,dated .�r����z�9>'z'�9-1� and Codicil(s) thereto dated N/A State relevant circumstances(e.g.re�aunciation,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. �NO EXCEPTIONS �EXCEPTIONS � B. Petition for Grant of Letters of Administration (Ifapplicable) c.t.a.,d.b.n..d.b.n.c.t.a.,pendente llte,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 Petitioner(s),after a proper search has/have ascertained that Decedent left no Wi ll and was survived by the following spouse(if any)and heirs(attach additional sheets, if necessary): Name Relationshi Address Form RW-02 rev. 10////20/l Page 1 of 2 __:> -�-, .--� �.:; ._ , i�.� -= t:.A _w3 c:� OfftGial Use On� � - Oath of Personal Representative � , . c-� = ' , c�r-i �� , COMMONWEALTH OF PENNSYLVANIA } } S S: :.-'-' COUNTY OF CUMBERLAND } '"' S ���a _ � ., Petitioner(s)Printed Name Petitioner(s)Printed Address _...,, - c:� BARBARA F.BARTOS 317 CRAIG LANE CARLISLE PA 17013 The Petitioner(s)above-named swear(s)or affirm(s)the statements in the faregoing 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,the Petitioner(s)will well and truly administer the estate according to law. Sworn to or affirmed an s bscribed before �� ��' � ��"�� _Dace . S me th �' d y of c� , D/ Date B Date or the egister Date BOND Required: Q YES Q NO To the Register of Wills: FEES' Please enter my appearance by my signature below: Letters . . . . . . . . . . . . . . . . . . . . . . $ 135.00 Attorney Signature: ( 4) Short Certificate(s). . . . . . 20.00 ( )Renunciation(s).. . . . . . . . ��,� � � )Codicil(s). . . . . . . . . . . . . �, �ic.,.� ( )Affidavit(s).. . . . . . . . . . . Bond.. . . . . . . . . . . . . . . . . . . . . . . Printed Name: THOMAS E. FLOWER Commission. . . . . . . . . . . . . . . . . . Supreme Court Other AUTOMATION . . . . . . . . 5.00 iD Number: 83993 JCS FEE . . . . . . . . 35 Inh.Tax Ret.FilinQ Fee . . . . . . . . 15.00 Firm Name: FLOWER LAW,LLC WILL . . . . . . . . 15.00 Address: 1�W HiC'.H CT INVENTORY . . . . . . . . 15.00 r'ARI ISI F, PA 17013 . . . . . . . Phone: (717)243-5513 Automation Fee. . . . . . . . . . . . . . . Fax: (7171 241-4021 JCS Fee. . . . . . . . . . . . . . . . . . . . . Email: TnM(�FI OWFR-i AW C(1M TOTAL. . . . . . . . . . . . . . . . . . . . . $ -�6-6�' � Z 0•50 DECREE OF THE REGISTER Estate of ROBERT B.BARTOS File No: �-��-02`1'� a/k/a: AND NOW, i���/ � , ��/� , in consideration of the foregoing Petition, satisfactory proof having been presented before me,IT IS DECREED that Letters TESTAMENTARY are hereby granted to BARBARA F. BARTOS in the above estate and(if applicable)that the instrument(s) dated '^�"'�""' �� ,�z�,,,.�r 2 O � � described in the Petition be admitted to probate and iled of re ord as the last Will (and Co i il(s)) of Decedent. �-,a��. Register of Wills FormRW-02 reV. �oii�izo�� a e 2 of ��. LAST WILL AND TESTAMENT __> �?_ �__, !;� ; ;;', �ri . �-� �� ° c:7 OF _ -J � ��., ; _ �__� � � ._ _ � . _ . , — �� .... a_ . , � �n ROBERT B. BARTOS --Y-, �� � �__, ., I, ROBERT B. BARTOS, of 317 Craig Lane, Carlisle, Cumberland C�untyt;,ry �t;, �� _,�, Pennsylvania 17013, being of sound and disposing mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void any and all former Wills, Codicils, or �vritings in the nature thereof, by me at any time heretofore made. FIRST: I hereby order and direct my Executor, hereinafter named, to pa�r all my just debts, funeral expenses, testamentary expenses and all inheritance, Estate, Transfer and Succession TaYes, as soon as may be conveniendy done after my death, out of my residuary estate. SECOND: I give m` entire estate to my wife, BARBARA F. BARTOS, provided she survives me by thirty (30) days. THIRD: In the event that my= wife, BARBARA F. BARTOS, does not survive me by thirty (30) days, I make the following bequests: 1. I give one-hur.dred thousand ($100,000) to the Shippensburg University Foundation for the continuing support of the Bartos Childcare Family� Center. 2. I give all the residue and remainder of my estate to my son,JASON B. BARTOS. FOURTH: In the e�ent that my wife, BARBARA F. BARTOS, and my son, JASON B. BARTOS, fail to survive me by thirry (30) dayrs, and if my son has children who have not attained th.e age of 25 years, then I give, devise, and bequeath, my entire estate with other property which ma�� be added unto my Trustee hereinafter named, in Trust, nevertheless for the benefit of my grandchildren, and I appoint my son's surviving spouse as the Trustee for anyT said beneficiary. If my son's spouse fails to survive him by thirry (30) days, I appoint M&T Bank as the Trustee for any said beneficiary. Any such Trustee is to serve upon the following terms and condirions: 1�. The Trustee shall, invest, reinvest or distribute from time to time all or a portion of the net income or a portion of the principal of the Trust to or for the benefit of each beneficiary, as the Trustee shall consider appropriate for the benef ciary's proper support, maintenance, medical care, and educarion. B. The Trustee is authorized to make distriburions of income or principal or both, in such proportions as he/she shall deem advisable in his/her discretion, regardless whether such distributions are equal or unequal, and whether distributed to one beneficiary and not to another. The Trustee shall impartially consider the respective needs of the beneficiaries as they appear at the time, as I would consider if living. Distributions may be made by my Trustee directly to said children, or such of them as may be, in the sole opinion of Trustee, of such age and ability to handle properly the funds so paid, or may be made directly to the person having custody and care of said children, or may be made directly to any institution entitled to such payment by reason of services rendered or to be rendered to any of said children. Payment of principal, where deemed advisable, from the un- apportioned par� of the Trust, si7all not be considered advancements. C. l�ll payments of principal and income hereby given shall be free from anticipation, assignment, pledge or obligations of beneficiaries, and shall not be subject to any execution or attachment. D. r�ll principal and accumulated income, not so applied, shall be distributed to my grandchildren, per srirpes, at the times, and in the manner, provided hereunder: (1) When my grandchildren attain the age of eighteen (18) years, the Trustee shall set apart for that child one share of the principal and undistributed income of the Trust. The share shall be determined by dividing the principal of the Trust by the number of beneficiaries of the Trust who are living, or have left living issue, and for whom no separate Trust has been set apart. There shall be no distributions of income or of principal, to or for the benefit of any grandchildren from the un-apporrioned part of the trust after a separate share has been set aside for the benefit of that grandchild. (2) Trustee shall distribute to each beneficiary upon attaining the age of 22 the entire principal and any undisbursed income from that beneficiary's share of said Trust. LASTLY: I hereby nominate, constitute and appoint my wife, BARBARA F. BARTOS, as Executrix of this my Last Will and Testament. In the event that my wife, BARBARA F. BARTOS, shall be unwilling or unable to serve, I appoint JASON B. BARTOS, my son, as Executor. No Executor shall be required to file bond in this or any other jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ?�t'3 30r'�` day of � , 2� Robert B. Bartos SIGNED, SE1�I,ED, PUBLISHED and DECLr,RED in the prese ce of: 9 -----_''� 1 �n..'s ^1 f ��,7 ��1 t �'� ,T � � �f C�..� ... .� _... � CO�TNIONWEALTH OF PENNSYLVANIA . : SS COUNTY OF CUMBERLAND . I, ROBERT B. BARTOS, Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledged before me, by ROBERT B. BARTOS, the Testator, this � � day of ��c.�, , 2�1�L.?�o t3 • � Robert B. Bartos, Testator C����-, Notary Public COMMOPJYV�AI.TM�Ip PENNSYLVANIA NOTAF?IAL SEAL THOMAS E.FLOWER,Notary Public Carlisle 3oro.,Cumberland County My Camnziss;on Expir�s Qcto�er 26,2014_,_ COl�1MONWE�LTH OF PENNSYLVANIA : : SS COUNTY OF CUMBERLAND . We, �"�''1 �• �� � and �u.�y�5 , the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testator sign and execute the instrument as his Last Will; that he signed willingly and that he executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witnesses and that to the best of our knowledge the Testator ��as at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by 5'�Cn � •���� and �cc.v�� vDo\/S this .30 �` day� of � , 28-�' r � „G�� . � itness � ��� l �...,� _�, . '�� Witness Notary Public COMMONVNEALTH OF PENNSYLVANIA NOTAF;IAL SEAL TMOMAS E.FLOWER,Notary Pubiic Carlisle 6oro.,Cumberland County M�Cnr�r�issi�rE�x�ires�ctober 26,2014,_