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HomeMy WebLinkAbout03-13-15 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 requests the grant of Letters in the appropriate form: Jodi Kay Joyce Decedent's Information _ ���' Name: Gloria M.Williams File No: 21 -15 a/k/a: Gloria Mae William� (Assigned by Register) a/k/a: a/k/a: Social Security No: 209- Date of Death: 0211512015 Age at Death: 75 Decedent was domiciled at death in Cumberland County, pA (State)with his/her last principal residence at 521 East Coover Street,Mechanicsburg 17055 Mechanicsburg Cumberland Street address,Post Office and Zip Code City,Township or Borough County Decedent died at Carlisle Regional Medical Center Carlisle Cumberland PA Street address,Post Office and 2ip Code City,Township or eorough County State Estimate of value of decedenYs property at death: If domiciled in Pennsylvania........................ All personal property $ 338,184.00 If not domiciled in Pennsy/vania................. Personal property in Pennsylvania $ If not domiciled in Pennsylvania................. Personal property in County $ Value of real estate in Pennsylvania........... $ 156,816.00 TOTAL ESTIMATED VALUE $ 495,000.00 Real estate in Pennsylvania situated at 521 East Coover Street,Mechanicsburg 17055 Mechanicsburg Cumberland (Attach adtlitional sheets,if necessary.) Street address,Post Office and Zip Code City,Township or Borough County QX A. Petition for Probate and Grant of Letters Testamentarv Petitioner(s)aver(s)that he/she/they is/are the Executor(s)named in the Last Will of the Decedent,dated 1 0104/2 0 04 and Codicil(s) thereto dated Co-Executrix,Vicki Mae Upton,and Co-Executor,Richard Alan Williams,have renounced in favor of Jodi Kay Joyce. (State 2levant 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�9�tand dltl not have a ch d bo�n orending divorce proceeding wherein the grounds for divorce had been established as defined in 23 Pa.C.S.�3323 adopted;and Decedent was neither the victim of a killing nor ever adjudicated an incapacitated person. QX NO EXCEPTIONS Q EXCEPTIONS ❑B. Petition for Grant of Letters of Administration (It applicable) c..a.; . .n.; . .n.c.t.a.;pe en e ite; uran e a sentia; urante m�nontate If Administration,c.t.a or d.b.n.c.t.a.,enter date of Will in Section A above and comalete list of heirs. Except as follows:Decedent was not a party to 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 Q EXCEPTIONS Petitioner(s),after a proper search has/have ascertained that Deoederrt left no Will and was survived by the following spouse(if any)and heirs(attach_-.,, c:w, _.. additional sheets,if necessary: � ,__. .�:1 - c1-� :--7 s.,-; ---� , r . ..... .,� Name Relationship Address � " =�' . - - , . �, ,. c,? _� ._3 . � r.a ' j�� " �...� . ,� Form RW�Z rev.10-11-2011 Copynght(c)2011 fortn soflware only The Lackner Group,Inc. Page 1 of 2 Oath of Personal Representative Official Use Only COMMONWEALTH OF PENNSYLVANIA } courvrY oF Cumberland } ss: } Petitioner(s)Printed Name Petitioner(s)Printed Address ' Jodi Kay Joyce 1024 Gettysburg Pike Mechanicsburg,PA 17055 be ef oftPettione(s)and that,as Per onal Rep esent tive(s)of nts inehe fentgPetit'Peti��sj vare trul and t uly administebthe estateka cording to law. a v Swom t o irmed an s scrib�d before 0/ � Date 3 /j /s me th y,of � Date By. Date he Re ister Date BOND Required? � Yes � No To the RegisterofWills: FEES Please enter my appearance by my signature below: Letter ............................................ $ ��' U0 Attorney Signature: • ( )Short Certificate(s).......... , 0 c )Renunciation(s)............... ,00 �,�� ��„_ ( )Codicil(s)......................... ( )Affidavit(s)....................... Printed Name: Debra K Wallet Bond.............................................. Supreme Court Commission................................... ID Number: 23989 ther � Firm Name: Law Offices of Debra K.Wailet Address: 24 North 32nd Street � T- � � �...� Camp Hill,PA 17011 Phone: 717/737-1300 Automation Fee............................. � JCS Fee......................................... � Fax: 717/761-5319 TOTAL........................................... $ E-mail: walletdeb@aol.com DECREE OF THE REGISTER Date of Death: 02/15/2015 Social Security No: 209- Estate of Gloria M.Williams File No: y� _15 �-- r�' a/k/a: Gloria Mae 'lliams — -r . AND NOW, , in consideration of the foregoing Petition, satisfactory proof having been presented before me,IT IS DECREED that Letters Testamentary are hereby granted to Jodi Kay Joyce in the above estate and(if applicable)that the instrument(s)dated 10/04/2004 described in the Petition be admitted to probate and filed of record as � (an Co ' 'I(s))of De d nt. ster of Wilis Copyright(c)2011 form software only The Lackner Group,Inc. Pag of 2 REGISTER OF WILLS CERTIFICATE OF CUMBERLAND COUNTY GRANT OF LETTERS PENNSYLVANIA y OF ��Me 1 .� P,°� F No. 2015- 00271 PA No. 21- 15- 0271 �� ��� �� J p Es ta te Of: GLORIA M W/LLIAMS O �� � Z lFiist,Middle,Lastl V \ � � �, � ^'�,� g a/k/a: GLORIA MAE WILLIAMS (y La te Of: MECHANICSBURG BOROUGH �" " CUMBERLAND COUNTY Deceased 1750 Soci al Securi ty No: WHEREAS, on the 13 th day of March 2015 an ins trumen t da ted October 4th 2004 was admitted to probate as the last will of GLORIA M WILLIAMS IFiist,Middle,LasU a/k/a GLORIA MAE WILL/AMS late of MECHAN/CSBURG BOROUGH, CUMBERLAND County, who died on the 15th day of February 2015 and WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, L/SA M. GRAYSON, ESQ. , Register of Wills in and for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to: JODI KA Y JO YCE 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, CARLISLE, PENNSYLVANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office on the 13th day of r'!/larch 2015. �:_ �- �_, �: ; �_� o.�; � �j _ , � Register of Wills � t?_ ~�_� ' r�-� � Deputy �—s _ / ; - c,-- --� : , _ �..5_ J t ...� . � ��. ` ',� ` .� �i �� .. E�'�` �:... L.f') .._,) L:: f��.� C.� **NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST) -.� � �� r_ r� m...5 �J _ � r�� _:, �, 1� � � �� � � 1� � � � � � � 1�![ � � � �rt ry _� � � . ... , , , .. .__ . , ; . �� ., _.„ ��.....,, C.tj . . �..., �i � .. � . '�.� ...... � �� i �I � � � I1� �o �I � � Il� � rS �t.� .� . .; ,;z — c .; , :, C:T� ��3 I, GLORIA M. WILLIAMS, of Mechanicsburg, Cumberland County, Pennsylvania, being of sound and disposing mind, memory, and understanding, do hereby make, publish, and declare this to be my Last Will and Testament and hereby revoke all other Wills and Codicils that I have made, including the Will dated Apri14, 1973. FIRST: All of my Estate, of whatever nature and wherever situate, I give, devise, and bequeath, in equal shares, to those of my children who survive me by thirty (30) � days: my daughter, JODI KAY JOYCE, of Mechanicsburg, Pennsylvania; my daughter, � 4 �' VICKI MAE UPTON, of Lawrenceville, Georgia; and my son, RICHARD ALAN .� � WILLIAMS, of Hummelstown, Pennsylvania. Should any of my children fail to survive me ��' by thirty (30) days, but be represented by children then living, these children shall take,per ,� stirpes, the share to which my child would have been entitled if then living. SECOND: If any portion of my Estate shall be payable to a beneficiary who is less � than eighteen (18) years of age, my Executor may pay such share to my daughter, JODI KAY JOYCE, as custodian for said minor, who shall deposit such share in the minor's name in a Uniform Gift to Minors' Act account in a savings institution of the Executor's choosing, payable to the minor at majority. In the event of the renunciation, death, resignation, or inability of any of my daughter to act for whatever reason in this capacity, then I nominate, constitute, and appoint my other daughter, VICKI MAE UPTON, as custodian. In the event of � , , the renunciation, death, resignation, or inability of my other daughter to act for whatever reason in this capacity, then I nominate, constitute, and appoint my son, RICHARD ALAN WILLIAMS, as custodian. THIRD: All interests of any beneficiary in the income or principal of this Estate, while undistributed and in the possession of my Executor, even though vested and distributable, shall not be subject to attachment, execution or sequestration for any debt, contract, obligation or liability of any beneficiary and, furthermore, shall not be subject to pledge, assignment, conveyance, or anticipation. FOURTH: All inheritance, estate, and succession taxes (including interest and any penalties thereon) payable by reason of my death shall be paid out of and be charged generally against the principal of my residuary estate, without apportionment or right reimbursement �,_ from any person. In the event that a substantial portion, as determined in the sole and absolute � `� judgment and discretion of my Executor, of the non-probate assets such as an annuity or � mutual funds are directed to be paid to a beneficiary or beneficiaries, so that the taxes referred � �. a to herein would be paid out of the probate residue passing to the beneficiary or beneficiaries of this will (whether or not the same as the beneficiary or beneficiaries under the non-probate � � assets), my Executor, in the Executor's sole and absolute judgment and discretion, shall have the right to allocate the full or partial payment of the taxes to the beneficiary or beneficiaries of the non-probate assets. FIFTH: In addition to all rights and powers conferred by law, I authorize and empower my Executor and his successors, in his absolute discretion and without necessity of obtaining court approval: A. To buy investments at a premium or discount. B. To hold property unregistered or in the name of a nominee. C. To give proxies, both ministerial and discretionary. D. To compromise claims. E. To join any merger, consolidation, reorganization, voting trust plan, or any other concerted action of security holders and to delegate discretionary duties with respectthereto. F. To lend to, and buy from, my estate. G. To borrow and to pledge real and personal property as security therefor. H. To sell at public or private sale for cash or credit or partly for each, to exchange, or to lease for any period of time, any real or personal property, and to give options � for sales, exchanges, or leases. '' I. To exercise any option permitted by law which he believes to be � advantageous from the viewpoint of overall tax reductions, including, without limitation of the � y foregoing, power and authority to claim administration or other expenses either as income tax � � deductions or inheritance or estate tax deductions, without regard to whether they were paid ,��--�,, from principal or income and without requiring adjustments between principal and income for � / any resulting effect on income or estate taxes, and a deduction of such expenses for income tax purposes shall be given effect in computing the respective shares of all persons interested in my estate set forth herein, even though the effect is to increase the share of one beneficiary or class of beneficiaries hereunder at the expense of another; and to make such adjustments, if any, between beneficiaries with respect thereto as he shall deem appropriate in view of the nature of the transaction and the amounts involved. J. To distribute in cash or in kind or partly in each. � , , . The powers granted hereunder shall be exercisable with respect to all real and personal property, including, but not limited to, income and principal held for minors or disabled beneficiaries at any time, until the actual distribution of all property. All powers, authorities and discretion granted here shall be in addition to those granted by law and shall be exercisable without leave of court. However, nothing herein shall be interpreted or construed to encourage, authorize, empower, or permit the Executor to act or cause anyone to act in a manner contrary to or inconsistent with accepted standards of portfolio diversification and risk management. SIXTH: I nominate, constitute, and appoint all three of my children, JODI KAY JOYCE, VICKI MAE UPTON, and RICHARD ALAN WILLIAMS, as Co-Executors of this, my Last Will and Testament. In the event of the renunciation, death, resignation, or inability of any of my children to act for whatever reason in this capacity, then I nominate, constitute, and appoint the other children to act as Co-Executors or as sole Executor as the case may be. I direct that no representative named above shall be required to post security for the faithful performance of his/her duties in any jurisdiction insofar as I am able by law to relieve him/her of such obligation. Any of my representatives shall be entitled to reasonable compensation for the performance of the duties set forth here. IN WITNESS WHEREOF, I have hereunto set my hand and seal this �`' day of �b,� , 2004, on this, the fourth of four typewritten pages. I have also signed the left-hand margin of the first three of these pages for purposes of identification only. t��� � � � GLORIA M. ILLIAMS � . . � . SIGNED, PUBLISHED, and DECLARED by the Testatrix, GLORIA M. WILLIAMS, as 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. I�r�w �C.�ww�.t' "/6� A�tta.�lv�.,,�,�t N�u�•.�+���j�rs. �� 1�oss �o�L� � l,��.r � 3 q'�'' • s r- ca„h� �,/%•/, �, t?a �/ � , . - ACKNOWLEDGMENT Commonwealth of Pennsylvania County of Cumberland I, GLORIA M. WILLIAMS, Testatrix, whose name is signed to the attached instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. � � � � ` ' , � GLORIA M. ILLIAMS Sworn or af�rmed to and subscribed before me by GLORIA M. WILLIAMS, the Testatrix, this ���� day of L�c�-C>� � � _, 2004. ,__.L J -1`Y � -Y l" -7� -.- � Notary Publi C,OMMONWEALTH OF PENNSYLVANIA ►�otarial Seal Mary M.Loper.Notary P�btic CamP Fiill Boro,���Od.2�2007 My Commission Expi Member,Pennsylvania Association Of Notaries AFFIDAVIT Commonwealth of Pennsylvania County of Cumberland We, Debra K. Wallet and �«����� �. �.?_�'�( �-�-� _, the witnesses whose names are signed to the attached instrument, being duly qualified according to law, depose and say that we were present and saw the Testatrix, GLORIA M. WILLIAMS, sign and execute the instrument as her Last Will and Testament; that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as witnesses; and that, to the best of our knowledge, the Testatrix was at that time 18 years of age or older, of sound mind, and under no constraint or undue influence. �, fG,�+�r 1��,,,,c` � c.�J�:��-1� Sworn or affirmed to and subscribed to before me by �:Q�r,��� k L,c�r�� ��. and '-4� 2004. '" ���Q,—�. �. l����1��,� , witnesses, this ��-�' day of ��.�?c,������-�'� � —y'i,1 c, �,� -�1. ,� c, �_,_ ,� Notary Publi COMMONWEALTH OF PENNSYLVANIA Notariai Seal Mary M.Loper,Nohary Public Camp Hill Boro,Cumberland County My Commission Expires Oct 27,2007 Member.Pennsvluania Aasociation Of Noteries \' ,��\ �" , D ��J RENUNCIATION REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Estate of Gloria M.Williams , Deceased �, Vicki Mae Upton , in my capacity/relationship as (Print Name) Co-Executrix of the above Decedent, hereby renounce the right to administer the Estate of the Decedent and respectfully request that Letters be issued to Jodi Kay Joyce . c�_. � ,, �_. ,: ; . E.'..S . C\3 - � .� '�- �J � _ (Date� (Signature) �/IC i Mae U ton �"'7 . . � ' ' r.�_: ; ; ; � � . : : 1480 Twin Bridge Lane ` - , �"" �� : � (Street Address) 1_�S �r-: ..,.,.. �' _. .. ..._.; r-_, c� C:_ `'V' Lawrenceville, GA 30043 (City,State,Zip) Executed in Register's Office Executed out of Register s Office Sworn to or affirmed and subscribed Before the undersigned personally appear �,� ������u,,,,���� party executing this renunciation ancJ ce A_y0�.,,, before me thiG day that he or she executed the renun�at�c�, ,. 11e� •..ly'%� purposes stated within on thi�_,�:.�ay � q ; of � o f �'11�C�� 7�s'r'� . � ' •� R}" ��_ ���k�%�`' ��Gr�/���. '°!✓e�' :Q,\; , •���, De ut for Re ister of Wills Notary Public ����,,,.� :Cl\��o` P Y 9 .,,���� C UN �� � �p ��� My Commission Expires: pe�q,�fIII111111���� (Signature and seal of Notary or other o�cial (�7Mf�y1f1la LOINI��C7901'�8 administer oaths. Show date of expiration of N� ' rd�..,t...11e.,����T m� cHMaa n�o� Form RW-OG Rev.10-13-2006 Copyright(c)2006 form software only The Lackner Group,Inc. ��� �,�� �o \ RENUNCIATION REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Estate of Gloria M. Williams , Deceased �, Richard Alan Williams , in my capacity/relationship as (Print Name) Co-Executor of the above Decedent, hereby renounce the right to administer the Estate of the Decedent and respectfully request that Letters be issued to Jodi Kay Joyce • �_.:� � ,. , ..� � �5�j _ . � �>Q,G'�=m,� , _.__ rpare�� =-.- rs�9^a��� Richard Alan Williams . _ �:�._ , *,.� � �' 45 North John Street :.-. � - 1 : - �`.'�""�' '•" [ : (Street AddressJ r �' - ��� .. � . C.. � � ' ; . `n �-� Hummelstown, PA 17036 c.� c-������ (City,Sta[e,Zip) Executed in Register's Office Executed out of Register's Office Sworn to or affirmed and subscribed Before the undersigned personally appeared the party executing this renunciation and certified before me thiG day that he or she executed the renuncia ion for the of , , purposes stated within on this �_�n� day of Irl���".�1 , � Gl � . � � � Deputy for Register of Wills Notary blic My Commission Expires: �1�� j �p� ��i (� (Signature and seal of Notary or other official qualified to administer oaths. Show date of expiration of Notary's commission.) COMMONWEAtTN OF PENNSYLVANIA Notarial Seal Erika Josephson,Notary Public Hummelstown Boro,Dauphln Counry My Commission Explres Nov.16,2016 MEMBER,PENNS`(L.VA^!IA ASSUCIATIOPd GF NOTARIES Form RW-06 Rev.10-13-2006 Copyright(c)2006 fortn software only The Lackner Group,Inc.