HomeMy WebLinkAbout03-16-15 PETITION FOR GRANT OF LETTERS
REGISTER OF WILLS OF ( C/�77�� 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 forth:
Decedent's Information / r
Name: 5&,q > /9f2I,�, �U/>15���� File No: �! / 02
a/k/a: (Assigned by Register)
a/k/a:
Date of Death: Age at death: 91?—
Decedent was domiciled at death in �2uM86XL111WCounty, �,, (State)with his/her last
principal residence at UGllmkm n� J vz- =-4e,/J &'W -�
Street address,Post Office and Zip Code LCity,township or Borough County
Decedent died at
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 $ ` a G
If trot domiciled in Pennsylvania. ......... ........... ... Personal property in Pennsylvania $
!f not domiciled in Pennsylvania. ....................... Personal property in County $
Value of real estate in Pennsylvania.....:.......... .........................................
TOTAL ESTIMATED VALUE. ... $_ oo0/ _
Real estate in Pennsylvania situated at: BOO �fyovs xJ e Al rwp
(Attach additional sheets,i f necessary) Street address,Post Office and Zip Code City,Township or Borough County
J A. Petition for Probate and Grant of Letters Testamentary `
Petitioner(s)aver(s)he she/they is/are the Executors)named in the last Will of the Decedent,dated �! and Codicil(s)
thereto dated --20 -a 0/-3
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. a
®NO EXCEPTIONS ❑EXCEPTIONS o
❑ B. Petition for Grant of Letters of Administration (If applicable)
c.t.a.,d.b.n.,d.b.n.c.t.a.,pendente lite,dllt tfe ibsentia, urante minori{ate
If Administration,c.t.a. or d.b.n.c.t.a.,enter date of Will in Section A above and completi'listof h r?s.
Except as follows: Decedent was not a party to a pending divorce proceeding wherein the grounds for divorce had been established as defied
in 23 Pa.C.S.§3323(g)and was neither the victim of a killing nor ever adjudicated an incapacitated person.
❑NO EXCEPTIONS ❑EXCEPTIONS
r.•;
Petitioner(s),after a proper search has/have ascertained that Decedent left no Will and w,.s survived by the following spouse(if any) heirs'(attazla
additional sheets,ifnecessary):
Name Relationship Address
conn Rw-n? I-ev.101112011 Pagel of 2
Oath of Personal Representative Official Use Only
COMMONWEALTH OF PENNSYLVANIA }
COUNTY OF uM13"fZ</14AW } SS:
Petitioner(s)Printed Name Petitioner(s)Printed Address
M/n T ums4n /ii T?Ra ;96,v, /-j-
121,--7-0
-j-
/2/G7-0
4 �
•r
The Petitioner(s)above-named sK,ear(s)or affirm(s)the statements in foregoing Petition are true and correct to the best of the knowledge and belief
of Petitioner(s)and that,as.Perso,al Representatives)of the Dec �" nt�the Petitio er(s)will well and truly administer the estate according to law.
Sworn to or affirmed and subscribed before !�/ Date
me this day of lath-:h Date
By: 0 Date
r
For the Register Date-
BOND Required:Q YES [MNO To the Register of Wills:
FEES: Please enter my appearance by my signature below:
Letters. . . . . . . . . . . . . . . . . .. . . . $ t Attorney Signature:
( �n ) Short Certificate(s). . . . ..
( ) Renunciation(s).. . . . . . . .
( )Codicil(s). . . . . . . . . . . . .
( ) Affidavit(s).. . . . . . . . . . .
Bond.. . . . . . . . . . . . . . . . . . . . . . . Printed Name:
Commission. . . . . . . . . . . . . . . . . Supreme Court
Other . . . . . . . . ID Number:
�^
. . . . . .
0
. . . . . . . Firm Name: C7 j
. . . . .. Address:
71
... . . - M, V T/ rp.�
. . . .. Phone: `...�
Automation Fee. . . . . . . . . . . . . . . Fax: *t
JCS Fee. . . . . . . . . . . . . . . . .. . . . Email: r+
TOTAL. . . . . . . . . . . . . . . . . . . . . $ ._
i rV iry .
DECREE (aUO�F�TlHE REGISTER cn
CS �-Estate of ct Jafw— LUnSTFile No: C21 -- 15
a/lc/a:
AND NOW, qaf� O20 , Of b/S , in considerati n of thepo
regoing Petition,.
satisfactory proof having been presented before me,IT IS DEC ED that Lett IS
are hereby granted to i` /(�
in th above estate an (if a plicable) that
the instrument(s) datedhep
described in the Petition be admitted to protWe and filed of record as the last Will (and Codicil(s)f of Decedent.
*Rgister of Wills -
Form a ry-n2 rev. 1011112011 Page 2 of 2
ry
LAST WILL AND TESTAMENT
OF ,
SARA JANE LUNSFORD
:3 A Fri
I, SARA JANE LUNSFORD, of Lower Allen Township, ''
`7
t V I__ `rl
r--
Cumberland County, Pennsylvania, being of sound and di.,s.posingcAind
and memory, do make, publish and declare this to be my Last Will
and Testament, hereby revoking all Wills and Codicils by me at any
time previously made .
1 . TANGIBLE PROPERTY. I give and bequeath all of my
household furniture and furnishings, automobiles, books, pictures,
jewelry, china, crystal, appliances, silverware, wearing apparel,
articles of household or personal use or adornment, collections,
and vehicles, together with all policies of insurance thereon, to
my husband, WILLIAM T . LUNSFORD, JR. ( "My Husband") , if My Husband
survives me . If My Husband does not survive me, I give such
articles to our children, WILLIAM THOMAS LUNSFORD, III and JOHN
TERRANCE LUNSFORD, SR. ( "My Children") in as nearly equal shares
as they shall select under the supervision of my Executor. Any
articles which are not special enough to be divided or distributed
in kind shall be sold, distributed to My Children or other family
members, or donated, in kind, to charity or otherwise in the
discretion of my Executor, and any proceeds thereof shall pass as
a part of my residuary estate .
414176.1 page 1 ',of 7 Pages
4 S
2 . RESIDUE . I give, devise and bequeath all the rest
and residue of my property, real, personal and mixed, not disposed
of in the preceding portions of this Will, including all property
over which I hold a power of appointment (which powers of
appointment I hereby exercise in favor of my estate) to My
Husband, if he survives me, or, if not, to my then living issue,
per stirpes .
3 . SPENDTHRIFT PROVISION. No interest in income or
principal of my estate shall be subject to attachment, levy or
seizure by any creditor, spouse, assignee or trustee or receiver
in bankruptcy of any beneficiary of my estate prior to the
beneficiary' s actual receipt thereof . My Executor shall pay over
the net income and the principal to the beneficiaries herein
designated, as their interests may appear, without regard to any
attempted anticipation (except as may be specifically provided
herein) , pledging or assignment by any beneficiary of my estate
and without regard to any claim thereto or attempted levy,
attachment, seizure or other process against said beneficiary.
4 . SURVIVAL PRESUMPTIONS . Any person who shall have
died at the same time as me or as any then beneficiary of my
estate or under such circumstances that it is difficult or
impossible to determine who shall have died first, shall be deemed
to have predeceased me and/or such beneficiary.
Page 2 of 7 Pages
5 . FIDUCIARY POWERS . In the settlement of my estate, .
my Executor shall possess, among others, the following powers,
exercisable without prior court approval, but in all cases to be
exercised for the best interests of the beneficiaries :
(a) To retain any investments I may have at my
death so long as my Executor may deem it advisable to my
estate so to do, including securities owned, issued or
underwritten by any corporate Executor or any of its
affiliates .
(b) To vary investments, when deemed desirable by
my Executor, and to invest in every kind of property and
type of investment, including securities owned, issued
or underwritten by any corporate Executor or any of its
affiliates, or as to which my corporate Executor or any
of its affiliates are investment advisors, as my
Executor shall deem wise .
(c) In order to affect a division of the principal
of my estate or for any other purpose, including any
final distribution of my estate, my Executor is
authorized to make said divisions or distributions of
the personalty and realty partly or wholly in kind. If
such division or distribution is made in kind, said
assets shall be divided or distributed at their
respective values on the date or dates of their division
or distribution . In making any division or distribution
in kind, my Executor shall divide or distribute said
assets in a manner which will fairly allocate any
unrealized appreciation among the beneficiaries .
(d) To sell either at public or private sale and
upon such terms and conditions as my Executor may deem
advantageous to my estate, any or all real or personal
estate or interest therein owned by my estate severally
or in conjunction with other persons or acquired after
my death by my Executor, and to consummate said sale or
sales by sufficient deeds or other instruments to the
purchaser or purchasers, conveying a fee simple title,
free and clear of all trust and without obligation or
liability of the purchaser or purchasers to see to the
application of the purchase money or to make inquiry
into the validity of said sale or sales; also, to make,
Page 3 of 7 Pages
execute, acknowledge and deliver any and all deeds,
assignments, options or other writings which may be
necessary or desirable in carrying out any of the powers
conferred upon my Executor in this paragraph or
elsewhere in this Will .
(e) To mortgage real estate and to make leases of
real estate for any term.
(f) To borrow money from any party, including my
Executor, to pay indebtedness of mine or of my estate,
expenses of administration, Death Taxes or other taxes .
(g) To pay all costs, expenses, legally
enforceable debts, funeral expenses and charges in
connection with the administration of my estate .
(h) To vote any shares of stock which form a part
of my estate or trust and to otherwise exercise all the
powers incident to the ownership of such stock and to
actively manage and operate any incorporated or
unincorporated business, including any joint ventures
and partnerships, and to incorporate any such
unincorporated business, with all the rights and powers
of any owner thereof.
(i) In the discretion of my Executor to unite with
any other owners of similar property in carrying out any
plans for the reorganization of any corporation or
company whose securities form a part of my estate .
(j ) To assign to and hold in my estate an
undivided portion of any asset .
(k) To hold investments in the name of a nominee .
(1) To compromise controversies .
(m) To disclaim, in whole or in part, any and all
interests in property owned by me at the time of my
death, including those passing to me by Will, intestacy,
contract, joint ownership, operation of law or
otherwise .
(n) To designate one or more persons or a
corporation to act as ancillary fiduciary in any
jurisdiction in which ancillary administration may be
Page 4 of 7 Pages
necessary, such ancillary fiduciary to serve without
bond or security and to have all the powers, authorities
and discretions conferred hereunder.
(o) To employ and compensate from income or
principal, in the discretion of my Executor, investment
and legal counsel, accountants, brokers and other
specialists, and, whenever there shall be no corporate
Executor in office, a corporate custodian, and to
delegate to investment counsel discretion with respect
to the investment and reinvestment of any or all of the
assets held hereunder .
6 . TAX CLAUSE . All inheritance, estate and similar
taxes becoming due by reason of my death ( "Death Taxes" ) , whether
such Death Taxes shall be payable by my estate or by any recipient
of any property, shall be paid by my Executor out of the property
passing under ITEM 2 of this Will as an expense and cost of
administration of my estate, in the discretion of any Executor .
My Executor shall have no duty or obligation to obtain
reimbursement for any Death Taxes paid by my Executor, even though
paid with respect to proceeds of insurance or other property not
passing under this Will .
7 . EXECUTOR POWERS REGARDING BASIS ADJUSTMENT . I
hereby authorize my Executor in my Executor' s sole and absolute
discretion to allocate any adjustments to the income tax basis of
assets of my estate to such assets as my Executor deems to be
appropriate . I recognize that this power gives my Executor broad
latitude, which I wish my Executor to exercise while taking into
account such factors as my Executor deems beneficial to all of the
Page 5 of 7 Pages
beneficiaries of my estate . My Executor shall not be liable for
any loss to my estate or to any beneficiary of my estate resulting
from such allocation made in good faith.
8 . CUSTODIAN OF ESTATES . If at any time any
individual under the age of twenty-one shall be entitled to
receive any assets free of trust by reason of my death, whether
payable hereunder, by operation of law, contract or otherwise, I
appoint the surviving parent of such individual as Custodian for
such individual under Pennsylvania Uniform Transfer to Minors Act .
9 . EXECUTOR APPOINTMENT . I hereby appoint My Husband,
WILLIAM T . LUNSFORD, JR. , and DUANE E . HERMAN, CPA, with his
office in Cumberland County, Pennsylvania, as Co-Executors of this
Will . If for any reason either of them should fail or cease to
act, the other shall act or continue to act with all the powers
granted to the two of them. All references in this Will to my
"Executor" shall refer to my originally named Co-Executors, or to
my successor Executor, as the case may be .
10 . WAIVER OF BOND; FIDUCIARY FEES; ATTORNEYS . My
Executor shall qualify and serve without the duty or obligation of
filing any bond or other security. My individual fiduciary shall
be entitled to reimbursement of expenses and to reasonable
compensation for services rendered. I request that the law firm
of Rhoads & Sinon LLP be employed as the attorneys for my estate .
Page 6 of 7 Pages
IN WITNESS WHEREOF, I have set my hand and seal to this,
my Last Will and Testament, consisting of this and the preceding
six ( 6) pages, this , day of February, 2002 .
� (SEAL)
Sara JarYe Lunsford
We, the undersigned, hereby certify that the foregoing
Will was signed, sealed, published and declared by the above-named
Testatrix as and for her Last Will and Testament, in the presence
of us, who, at her request and in her presence and in the presence
of each other, have hereunto set our hands and seals the day and
year above written, and we certify that at the time of the
ex cution thereof, the said Testatrix was of sound and disposing
min fand e o
Q�MA44/Ve"(sEAL) R siding at : ® � A "
(SEAL) Residing at : Hk'8.de.n vtJoo f
: _RA- 1-7 1 t.D
c �� (SEAL) Residing at : /Oo Ad--4M
Page 7 of 7 Pages
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
SS :
COUNTY OF
We, cao�.
and &1&4c' 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
Sara Jane Lunsford, the Testatrix, sign and execute the instrument
as her Last Will; that she signed willingly and 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 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
and
t"hetnesses, this day of
February, 2002 .
Vrtness
dz k—I
W ' t ss
Notarial Seal
Naina J.Sanghvi,Notary Public Witness
Harrisburg,Dauphin County
My Commission Expires April 11,2002
Member,Pennsylvania Association of Notaries
PjXV-ic
k-11
My Commission Expires :
(SEAL)
ACKNOWLEDGEMENT
COMMONWEALTH OF PENNSYLVANIA
SS .
COUNTY OF CZLM
I, Sara Jane Lunsford, Testatrix 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.
L q,
(SEAL)
Sara e Lunsford
Sworn or affirmed to and acknowledged before me, by Sara
Jane Lunsford, the Testatrix, this day of February, 2002 .
N tar Pu is
Sa� My Commission Expires :Na:Notarial
Sanghvi,Notary Public
Hurg,Dauphin County (SEAL)My coion Expires April 11,2002 _
Member,Pennsylvania Association of Notaries
CODICIL
TO THE LAST WILL AND TESTAMENT
OF
SARA J. LUNSFORD
I, SARA J. LUNSFORD, of Lower Allen Township, Cumberland County,
Pennsylvania,being of sound and disposing mind and memory, do make,publish and declare this to
be a Codicil to my Last Will and Testament dated February 11,2002.
1. 1 hereby revoke paragraph 9 of my Last Will and Testament and in lieu
thereof provide the following new paragraph 9 as follows:
9. Executor Appointment. I hereby appoint my sons, WILLIAM
THOMAS LUNSFORD, III and JOHN TERRANCE LUNSFORD, SR., as Co-Executors of this
Will. If for any reason either of them should fail or cease to act,the other shall act or continue to
act with all the powers granted to the two of them. All references in this Will to my"Executor"
shall refer to my originally named Co-Executors, or to my successor Executor, as the case may be.
IN WITNESS WHEREOF,I have hereunto set my hand and seal to this Q.4icil to
C--
C> ?� c�
0-
r 7,1
i.
r, Cn Z3
Page 1 of 2 Pages c
871265.1
my Last Will and Testament, consisting of this page and the preceding one (1)page,this day
of , 2013.
Sara J. unsford
We,the undersigned,hereby certify that the foregoing Codicil was signed, sealed,
published and declared by the above-named Testatrix as and for a Codicil to her Last Will and
Testament, in the presence of us,who at her request and in her presence and in the presence of each
other, have hereunto set our hands and seals the day and year above written, and we certify that at
the time of the execution thereof, the said Testatrix was of sound and disposing mind and memory.
`''(SEAL) IE�tkA!"g\
1 1119 � t 70,
79, 40A40%_— (SEAL) /112— W14,&It
Page 2 of 2 Pages
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF
We, SARA J. LUNDSFORD (testatrix), lwhl&gand
. AN-� the Testatrix and the Witnesses,respectively,whose names are
signed to the foregoing instrument,having been sworn, do hereby declare to the undersigned officer
that the Testatrix, in the presence of the Witnesses, signed said instrument as a Codicil to her Last
Will and Testament,that she signed voluntarily,that each of the witnesses, in the presence of the
Testatrix and of each other, signed said Codicil as a witness and that to the best of the knowledge of
each witness,the Testatrix was at the time of sound mind and under no constraint or undue
influence.
ara . Lunsford
fitness
6kit6tss
Subscribed and acknowledged before me by SARA J. LUNSFORD,the Testatrix,
and subscribed and sworn to before me byand
he witnesses, on this4d�day of ,
1 .
Public
Commission Expires:
(SEAL)
COMMONWEALTH OF PENNSYLVANIA
f Notarial Seal
Yvonne R.Durham,Notary Public
City of Harrisburg.Dauphin County
My Comrnlssian Expires Aug.220%.20113
Member,Pennsylvania Association of Notaries
`i
RENUNCIATION Tf �
r- rr,.
REGISTER OF WILLS °
d1;76eX44n1,Z-COUNTY,PENNSYLVANIA
Estate of jib � �u�� "K�= ,Deceased
I, 041/ qNfo�� --r/t'. , in my capacity/relationship as
(Print Name)
Sa+� of the above-Decedent, hereby renounce the right to
administer the Estate of the Decedent and respectfully request that Letters be issued to
(Date) ature)
(StreetAddress)
pp
�,G�Gbd„l)//me- /1�-- U p�7 O
(City,State,Zip)
Executed in Register's Office Executed out of Register's Office
Sworn to or affirmed and subscribed Before the undersigned personally appeared the
before me this day party executing this renunciation and certified
of i_ , that he or she executed the renunciation for the
purposes stated within on this /7 day
° Me4ffA
RIE K.GANDY
Deputy for Register of Wills Notary Public NOTARYP JERSEY
My Commission Expires: fAyy Com*ft Evhs Mamit"
{Signature and Seal of Notary or other official qualified to
administer oaths. Show date of expiration of Notary's Commission.}
Form RW-06 rev. 10.13,06
R Ev" L"
r
11L US,
RENUNCIATION "A
REGISTER OF WILLS
4l0nkWMaV COUNTY, PENNSYLVANIA
Estate of Deceased
1, %.AhAV ,C.YNSfy'Xcl, in my capacity/relationship as
(Print Name) of the above Decedent, hereby renounce the right to
administer the Estate of the Decedent and respectfully request that Letters be issued to
(Date)
(Street Address)
4A90 oliN r., k �r P AZ 70
(City,State,zip)
Executed in Register's Office Executed out of Register's Office
Sworn to or affirmed and subscribed Before the undersigned personally appeared the
before me this day party executing this renunciation and certified
of that he or she executed the renunciation for the
purposes stated wit W;i-Qn this ,- /4/ day
of MCW% 11 2-o d
ielkRiE K. GANDY
Deputy for Register of Wills Notary Public------� t40TARY P OF NEW JERSEY
My Commission Expires: imy CmnrWw&Om 71AW9
(Signature and Seal of Notary or other official qualified to
administer oaths. Show date of expiration of Notary's Commission.)
Form RW-06 rev. 10,13.06
REGISTER OF WILLS CERTIFICATE OF
CUMBERLAND COUNTY GRANT OF LETTERS
PENNSYLVANIA
of Cuiy
No. 2015- 00276 PA No. 21- 15- 0276
Estate of: SARA JANE LUNSFORD
0 (First,Middle,Last)
Late Of: L 0 WER A L L EN TOWNSHIP
CUMBERLAND COUNTY
Deceased
1750 Social Security No:
WHEREAS, on the 19th day of March 2015 instruments dated:
February 11 th 2002 January 4th 2013 were admitted
to probate as the last will and codicil of SARA JANELUNSFORD
(First,Middle,Last)
Late o f L 0 WER A L L EN TOWNSHIP, CUMBERLAND Co un ty,
who died on the 6th day of March 2015 and,
WHEREAS, a true copy of the will &codicil as probated is annexed hereto
THEREFORE, 1, LISA 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:
WILLIAM T L UNSFORD N
who has duly qualified as EXECUTOR(RIX)
and has agreed to administer the estate according to law, all of which
fully appears of record in my office at CUMBERLAND COUNTY COURTHOUSE,
CARLISLE, PENNsnvANIA,
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my 'Office on the 19th day of March 2015.
Ll- Cn
CC) gister af Wlo
(�Deputy)
ell
L J i (ZD
C\j
CiJ
E::
**NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST)