HomeMy WebLinkAbout03-31-15 PETITION FOR GRANT OF LETTERS
I. CUMBERLAND
REGCOUNTY,PENNSYLVANIA
5; � r.
Petitioner(s) n� dw i�,/,�,tt4=t
of age or older, apply(ies) for Letters as specified below, and in
support thereof a ) o in lly request(s)the grant of Letters in the appropriate form:
Decedent's InformatioTC L t 1,: 1 al_15
Name: Connie M.WhQ0J#I- A}f P fira File No:
r.:,
-34
a/k/a: +r':' �t P r_r� �r E r��•,��' ' (Assigned by Register)
aL i,d,- 2.,
a/k/a:
a/k/a: Social Security No:
Date of Death: March 25, 2015 Age at death: 61
Decedent was domiciled at death in Cumberland County, Pennsylvania (State)with his/her last
principal residence at 824 St. Johns Road Camp Hill, PA 17011 Lower Allen Twnsp Cumberland
Street address,Post Office and Zip Code City,Township or Borough County
Decedent died at 111 S. Front St. Harrisburg, PA 17101 Hanisburq Dauphin 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 $ 5,000.00
If not domiciled in Pennsylvania. .......... ............. Personal property in Pennsylvania $
If not domiciled in Pennsylvania. .... ................... Personal property in County $
Value of real estate in Pennsylvania....................................... .................. $ 138,200.00
TOTAL ESTIMATED VALUE. ... $ 143.200.00
Real estate in Pennsylvania situated at: 824 St. Johns Road, Camp Hill, PA 17011 Lower Allen Twnsp Cumberland
(Attach additional sheets.if necessary.) Street address,Post Office and Zip Code City,Township or Borough County
0 A. Petition for Probate and Grant of Letters Testamentary
Petitioner(s)aver(s)he/she/they is/are the Executor(s)named in the last Will of the Decedent,dated February 13. 2008 and Codicil(s)
thereto dated
State relevant circumstances(e.g.renunciation,death of executor,eta)
Except as follows: after the execution of the instrument(s)offered for probate Decedent did not many,was not divorced,was not a parry 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 j)ecedent was,,neither the victim of a killing nor ever adjudicated an incapacitated person.
❑✓ NO EXCEPTIONS [:]EXCEPTIONS
❑ B. Petition for Grant of Letters of Administration (If applicable)
cd.a.,d.b.n.,d.b.n.c.t.a.,pendente lite,durante absentia,durante minoritate
If Administration,c.t.a or db.mc.ta.,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 Will and was survived by the following spouse(if any)andheirs(attach
additional sheets,if necessary):
Name Relationship Address
�f
I
iI
1
Oath of Personal Representative Official Use Only
COMMONWEALTH OF PENNSYLVANIA }
} SS:
COUNTY OF Cumberland }
Petitioner(s)Printed Name Petitioner(s)Printed Address
Alden D.Wheeler III 824 St.Johns Road, Camp Hill, PA 17011
Timothy M.Wheeler 824 St, Johns Road, Camp Hill, PA 17011
The Petitioner(s)above-named swear(s)or affirm(s)the statements in the foregoing 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 titioner(s)will well and truly administer the estate accor ing to law.
Sworn to or affirmed and subscribed before ,'U Date /S
me this day of ry)CL KZ 1n jl� Date 22 51115-
515T,
By: ice— Date
For the Register Date
BOND Required:AYES 0NO To the Register of Wills:
FEES: Please enter my appearance by my signature below:
Letters. . . . . . . . . . . . . . . . . . . . . . $ 260.00 Attorney Signature:
( 3 ) Short Certificate(s). . . . . .
( )Renunciation(s).. . . . . . . .
( )Codicil(s). . . . . . . . . . . . .
( )Affidavit(s).. . . . .. .. . . . X
Bond.. . . . . . . . . . . . . . . . . . . . . . . Printed Name: Susan K. ickford, Esq _ c_ M rn
Commission. . . . .. . . . . . . . . . .. . Supreme Courtj
Other . . . . . . . . ID Number: 43093 , ?
1� •a
. . . . . . . . :73 :;t7
C.J i'rt rti
1/Y>. . i c� Firm Name: PICKFORD LAW OFF`IOE= ►—+ r CD
. . . . . . . . Address: 3400 Trindle Road CD
. . . . . . . . Camp Hill, PA 17011 ;
—rr—
►--► i.-.. rri
. . . . . . . . Phone: (717)695-3294(o) (74,7)777-1214,W
Automation Fee. . . . . . . . . . . . .. . Fax: (717)695-3592
JCS Fee. . . . . . . . . . .. . . . . . . . . . -�35,5c) Email: attornewickford(ftmail.com
TOTAL. . . .. . . . . . . . . . . . . . . . . $
DECREE OF THE REGISTER
Estate of Connie M.Wheeler File No: , r '
a/k/a:
d
AND NOW, 1 f iQ��—� �j 12015 , in consideration of the foregoing Petition,
satisfactory proof having been presented before me,IT IS DECREED that Letters Testimentary
are hereby granted to Alden D.Wheeler, III and Timothy M.Wheeler
in the above estate and(if applicable)that
the instrument(s)dated February 13, 2008
described in the Petition be admitted to probate and filed of record as the last ill(and Codicil(s))of Decedent.
gister ofWill
Form RW-02 ,rev.1011112011 age 2 of 2
RECORDED OF F I d E F`
REGISTER C; WILLS,
S MRR 3.1 Rte 11 FAST WILL AND TESTAMENT
CLEF`S OF
ORPHANS' CCS.},T OF
�
CUM.BE t .kip
CONNIE M. WHEELER
I, CONNIE M. WHEELER, of Camp Hill, Cumberland County,
Pennsylvania, make, publish and declare this as and for my Last
Will and Testament, hereby revoking all other Wills and Codicils
heretofore made by me.
FIRST: I give and devise all that real estate, same
being known and numbered 76 North Saint Johns Road, Camp Hill,
Pennsylvania, to my sons, ALDEN D. WHEELER, III and TIMOTHY M.
WHEELER. I direct that said real estate shall be distributed, in
equal shares, as tenants in common, to my sons . Should either of
my sons predecease me, I give and devise such deceased son' s
share unto his issue per stirpes by representation, and if there
be a failure of same, then I give and devise such deceased son' s
share to my surviving son as set forth hereinbelow.
SECOND: I give and bequeath the sum of Ten Thousand
($10, 000 . 00) Dollars to my son, ALDEN D. WHEELER, III . Should
ALDEN D. WHEELER, III, predecease me, I direct that this bequest
be and become part of my residuary estate to be disposed of as
set forth hereinbelow.
THIRD: I give and bequeath the sum of Ten Thousand
($10, 000 . 00) Dollars to my son, TIMOTHY M. WHEELER. Should
TIMOTHY M. WHEELER, predecease me, I direct that this bequest be
and become part of my residuary estate to be disposed of as set
forth hereinbelow.
FOURTH: I give and bequeath the sum of $5 , 000 . 00 to my
nephew, CALEB M. R. HIESTER. Should CALEB M. R. HIESTER
predecease me, I direct that this bequest be and become part of
my residuary estate to be disposed of as set forth hereinbelow.
FIFTH: I devise and bequeath all the rest, residue and
remainder of my estate of whatever nature and wherever situate,
including any property over which I hold power of appointment and
together with any insurance policies thereon, in equal shares, to
my sons, ALDEN D. WHEELER, III and TIMOTHY M. WHEELER, provided
that should either of my sons predecease me, I give and bequeath
such son' s share unto his issue per stirpes by representation,
and if there be a failure of same, then I give and bequeath such
deceased son' s share to my surviving son as provided herein.
SIXTH: Should either of my sons not have attained the
age of thirty (30) years at the time of distribution to him of
the rest, residue and remainder of my estate as set forth in
CLAUSE FOURTH hereinabove, I give and bequeath the share of each
such son to my hereinafter named Trustee or Trustees, IN SEPARATE
TRUSTS, to hold, manage, invest and reinvest the shares so
received, and to use and apply from time to time such portion of
income and principal for the payment of any real property taxes
levied upon or assessed against my dwelling house situate at 76
North Saint Johns Road, Camp Hill, Pennsylvania, and for payment
of any costs related to medical emergencies that are not covered
by medical/health insurance maintained by and/or for my sons, as
my Trustee or Trustees, in their sole discretion, deem advisable.
My Trustee or Trustees may make the payments directly to my said
sons, as required. Any payments made by my Trustee or Trustees
pursuant hereto shall be made without further responsibility to
the said sons . The Trustee or Trustees, in exercising their
discretionary authority with respect to the payment of income and
principal of the within Trust to my child, shall take into
consideration any income or other resources available to my son
from sources outside this Trust.
2
Fifty percent (500) of any income or principal not so
applied shall be distributed to each son when he attains the age
of twenty-seven (27) years . Thereafter, the balance of any
income or principal not so applied of each son' s Trust shall be
distributed to each son when he attains the age of thirty (30)
years . In the event either of my sons dies prior to the termina-
tion of this Trust, the interest of the deceased son in said
Trust shall cease with any income and principal passing to my
surviving son, or the Trust established for his benefit . If,
however, said deceased son is survived by any children, my
Trustee or Trustees shall pay net income of the Trust to or apply
the same for the benefit of such children of my deceased son.
SEVENTH: Should my nephew, CALEB M. R. HIESTER, not
have obtained the age of twenty (20) years at the time of
distribution to him, I give and bequeath the share of my nephew
to my hereinafter named Trustee or Trustees, to hold manage,
invest and reinvest the share so received and to use and apply
from time to time such portion of income and principal for my
nephew' s education at an accredited college or trade school and
for any expenses incidental thereto, as my Trustee or Trustees,
in their sole discretion, deem advisable. The Trustee or Trust-
ees, in exercising their discretionary authority with respect to
the payment of income and principal of the within Trust to my
nephew, shall take into consideration any income or other re-
sources available to my nephew from sources outside this Trust.
Any income or principal not so applied shall be
distributed to my nephew when he obtains the age of twenty (20)
years . In the event that my nephew dies prior to the termination
of this Trust established herein for his benefit, the interest of
my nephew in said Trust shall cease with any income and principal
being divided evenly between my sons, pursuant to the directives
in Clauses FIFTH and SIXTH hereinabove.
3
EIGHTH: In addition to all powers granted to them by
law and by other provisions of this Will, I give the fiduciaries
acting hereunder the following powers, applicable to all proper-
ty, exercisable without court approval and effective until actual
distribution of all property:
(A) To sell at public or private sale, or to lease,
for any period of time, any real or personal property and to give
options for sales, exchanges or leases, for such prices and upon
such terms (including credit, with or without security) or
conditions as are deemed proper. This includes the power to give
legally sufficient instruments for transfer of the property and
to receive the proceeds of any disposition of it.
(B) To partition, subdivide, or improve real estate
and to enter into agreements concerning the partition, subdivi-
sion, improvement, zoning or management of real estate and to
impose or extinguish restrictions on real estate.
(C) To compromise any claim or controversy and to
abandon any property which is of little or no value.
(D) To invest in all forms of property, including
stocks, common trust funds and mortgage investment funds, without
restriction to investments authorized for Pennsylvania fiduci-
aries, as are deemed proper, without regard to any principle of
diversification, risk or productivity.
(E) To exercise any option, right or privilege granted
in insurance policies or in other investments .
(F) To exercise any election or privilege given by the
Federal and other tax laws, including, but not necessarily being
limited to, personal income, gift and estate or inheritance tax
laws.
(G) To make distributions to my herein named benefici-
aries in cash or in kind or partly in each.
4
G7 (H) To borrow money from themselves or others in order
�5 to pay debts, taxes, or estate or trust administration expenses,
to protect or improve any property held under my will, and for
investment purposes .
(I) To select a mode of payment under any qualified
retirement plan (pension plan, profit sharing plan, employee
stock ownership plan, or any other type of qualified plan) to the
extent the plan or the law permits them to do so, and to exercise
any other rights which they may have under the plan, in whatever
mariner they consider advisable.
NINTH: I nominate and appoint my sister, EDNA M.
LIPPI, as Trustee of the hereinabove described Trusts in Clauses
SIXTH and SEVENTH. In the event of the death, resignation or
inability to serve for any reason whatsoever of the said EDNA M.
LIPPI, I nominate -and appoint my brother, RANDAL J. HIESTER, as
Trustee of the hereinabove described Trusts in Clauses SIXTH and
SEVENTH. I direct that my Trustees or Trustee shall serve
without bond and shall receive fair and reasonable compensation.
TENTH: I direct that all inheritance, estate, trans-
fer, succession and death taxes, of any kind whatsoever, which
may be payable by reason of my death, whether or not with respect
to property passing under this Will, shall be paid out of the
principal of my residuary estate.
ELEVENTH: All interests hereunder, whether principal
or income, -which are undistributed and in the possession of the
fiduciaries acting hereunder, even though vested or distribut-
able, shall not be subject to attachment, execution or sequestra-
tion for any debt, contract, obligation or liability of any
beneficiary, and furthermore, shall not be subject to pledge,
assignment, conveyance or anticipation.
5
TWELFTH: I nominate and appoint ALDEN D. WHEELER, III
and TIMOTHY M. WHEELER, Co-Executors of this, my Last Will and
Testament. In the event of the death, resignation or inability
to serve for any reason whatsoever of the said ALDEN D. WHEELER,
III and TIMOTHY M. WHEELER, I nominate and appoint EDNA M. LIPPI,
Executrix of this, my Last Will and Testament. I direct that my
Co-Executors, Executrix, Trustee or Trustees as the case may be,
and their successors, shall not be required to post security or a
bond for the performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and
seal to this, my Last Will and Testament, this d3 day of
��z 'r LA 0% 2008 .
(SEAL)
CONNIE M. WHEELER
Signed, sealed, published and declared by the above-
named Testatrix as and for her Last Will and Testament in our
presence, who, at her request, in her presence and in the
presence of each other, have hereunto subscribed our names as
attesting witnesses .
Address
Address
6
RECO'R`U'D Of 110E'O.F`
REGISTER OF WILLS,
OATH OF SUBSCRIBING WITN&R�R ' Rn 1118
GLERi\ OF
REGISTER OF WILLS ORPHANS''i `"0.Q�'T'
CUMBERLAND COUNTY, PENNSYLWOk ' /"',D <' PA
Estate of CONNIE M. WHEELER Deceased
Jennifer B. Hipp and Diane Montgomery , (each) a subscribing witness to
(Print Name/s)
the R Will ®Codicil(s)presented herewith, (each)being duly qualified according to law, depose(s) and
say(s)that she/he/they was/were present and saw the above Testator/Testatrix sign the same
and that she /he/they signed the same and that she/he/they signed as a witness at the request of
the Testator/Testatrix in her/his presence and in the presence of each other.
1 '
(Signature (Signature) 0/
One West Main Street One West Main Street
(Street Address) (Street Address)
Shiremanstown, PA 17011 Shiremanstown,PA 17011
(City,State,Zip) (City,State,Zip)
Executed in Register's Office Executed out of Register's Office
Sworn to or affirmed and subscribed Sworn to or,affirmed and subscribed!-,,`
before me this day before me this S+ day
of of—may-CA, A15.
�t;j Y,�. 01ri-mi -
Deputy for Register of Wills Notary Public
My Commission Expires: L0044S
(Signature and Seal of Notary or other official qualified to
administer oaths. Show date of expiration of Notary's Commission.)
NOTE: To be taken by Officer authorized to administer oaths. Please have present the original or copy of instrument(s)at time of notarization.
MONWEALT"Of PENNSYLVANIA
Form RW-03 rev. /0./3.06 NOTARIAL SEAL
BETH B.LENGEL,NOTARY PUBLIC
SHIREMANSTOWN BORO,CUMBERLAND COUNTY
MY COMMISSION EXPIRES DECEMBER 12,2015