HomeMy WebLinkAbout04-09-15 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:
Kenneth G.Wise,Jr.
Decedent's Information
Name: John L Wise File No: 21 -15 --Q3qkp
a/k/a: ,lack L.Wise (Assigned by Register)
a/k/a:
a/k/a: Social Security No:
Date of Death: 03131/2015 Age at Death: 88
Decedent was domiciled at death in Cumberland County, PA (State)with his/her last
principal residence at 1310 Waterford,Camp Hill 17011 Wormleysburg Cumberland
Street address,Post Office and Zip Code City,Township or Borough County
Decedent died at 1901 N.Fifth St.,Harrisburg,17102 Harrisburg 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 $ 760,000.00
If not domiciled in Pennsylvania................. Personal property in Pennsylvania $
If not domiciled in Pennsylvania................. Personal property in County $
Value of real estate in Pennsylvania........... $ 240,000.00
TOTAL ESTIMATED VALUE $ 1,000,000.00
Real estate in Pennsylvania situated at 1310 Waterford,Camp Hill 17011 Wormleysburg Borough Cumberland
(Attach additional sheets,if necessary.)
Street address,Post Office and Zip Code City,Township or Borough County
X❑A. Petition for Probate and Grant of Letters Testamentary ry
Petitioner(s)aver(s)that he/she/they is/are the Executor(s)named in the Last Will of the Decedent,dated p?,/18/2015 ��, ;U ajgCodicil(s)
thereto dated Q
133• :E7. 3
(State relevant circumstances,e.g.,renunciation,death of executor,etc.) r— t�1 CO 0
Except as follows:after the execution of the instrument(s)offered for probate,Decedent did not marry,was not divorced,was n6t�pp,aagqyy�pending Q
divorce proceeding wherein the grounds for divorce had been established as defined in 23 Pa.C.S.§3323(g),and did not have-axhTrdboM or
adopted;and Decedent was neither the victim of a killing nor ever adjudicated an incapacitated person. n Q "'t7 'Tt T1
X❑NO EXCEPTIONS❑EXCEPTIONS
❑B. Petition for Grant of Letters of Administration (If applicable) �t r p+
c..a.; . .n.; . .n.c.t.a.;pe en e!!R,aurante a se urante milWintate
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 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 Deoedent left no Will and was survived by the following spouse(if any)and heirs(attach
additional sheets,if necessary):
Name Relationship Address
Form RW-02 rev.10-11-2011 Copyright(c)2011 form software only The Lackner Group,Inc. Page 1 of 2
Oath of Personal Representative Official Use Only
COMMONWEALTH OF PENNSYLVANIA }
} SS:
COUNTY OF Cumberland }
Petitioner(s)Printed Name Petitioner(s)Printed Address
Kenneth G.Wise,Jr. 2767 South Second Street
Steelton,PA 17113
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,Petitioner(s)will well and truly administer the estate according to law.
Sworn to or affirmed and subscribed before�_•�
1A" 0111 Date
me this ay of `"_j(�� Date
By. Date
For the Register Date
C � �+ rry'`
BOND Required? Yes ElNo To the Register of Wills: . rn
FEES Please enter my appearance by my sig ruibelow. -'a _
Letters............................................ $ 660.00 Attorney ature. - M rrp f r7
( 8 )Short Certificate(s).......... 40.00 Gr7
( )Renunciation(s)...............
( )Codicil(s)......................... printed Name: DAVID C MILLER JR
( )Affidavit(s)....................... W
rte—
Bond.............................................. Supreme Court s ,
Commission................................... ID Number: PA-36504 Ir
Other
Will Fee 15.00 Firm Name: LAW OFFICE OF DAVID C.MILLER,JR.
Inh.Tax Return/Inventory 30.00 Address: 1100 SPRING GARDEN DR.
SUITE A
MIDDLETOWN,PA 17057
Phone: 717/939-9806
Automation Fee............................. 5.00 Fax: 717/939-2798
JCSFee......................................... 35.50
TOTAL........................................... $ 785.50 E-mail: davidcmillerjr@verizon.net
DECREE OF THE REGISTER
Date of Death: 03/31/2015
Social Security No:
Estate of John L Wise File No: 21 -15 -l(D-36
a/k/a: Jack L.Wise
AND NOW, MV1_0 Cj , QO Ks in consideration of the foregoing Petition,
satisfactory proof having been presented before me,IT IS DECREED that Letters Testamentary
are hereby granted to Kenneth G.Wise,Jr.
in the above estate and(if applicable)that the instrument(s)dated 02/18/2015
described in the Petition be admitted to probate and filed of record as he last Will(and C d-cil(s))of Decedent.
g' ter of Will
Copyright(c)2011 form software only The Lackner Group,Inc. Page 2 of 2
RECOROEa OFFICE 0'F`
REGISTER OF W1LtSAST WILL AND TESTAMENT
?aS PPR 9 Pik 3 44.
CLERK OF OF
oRPR rasp GO"URT
iGU ', JOHN L. WISE
I, John L. Wise, of Camp Hill, Cumberland County, Pennsylvania; being of sound and
disposing mind, do hereby make, publish, and declare this to be my Last Will and Testament,
hereby revoking and making null and void all prior Wills and Codicils made by me at any time
heretofore.
ITEM I. I direct that all my legally valid debts, funeral and administrative expenses,
and debts incurred or payable because of my death, shall be paid by my Executor, hereinafter
named, from my residuary estate as soon after my death as practicable.
ITEM II. I direct that all inheritance and estate taxes becoming due by reason of my
death shall be apportioned. The inheritance and/or estate taxes due as a result of my bequest to
my nephew, Kenneth G. Wise, Jr., shall be paid from my estate.
ITEM III. I direct my Executor to review my Will to determine whether I have
attached a Memorandum of Personal Property to my Will. If I have attached a Memorandum of
Personal Property to my Will I request that my Executor honor my wishes in that Memorandum.
If I have not attached a Memorandum, or if I have attached a Memorandum but it does not dispose
of all my personal property, I direct that my personal property be sold with the proceeds being
added to my residuary estate.
ITEM IV. I give, devise and bequeath all of the residue of my estate, whether real,
personal, or mixed, and wherever situated, including any property subject to any power of
appointment which I may now have or hereafter acquire as follows:
A. I give my sister-in-law, Sue Achenbach, if she survives me,the sum of Ten
Thousand Dollars($10,000.00)or Two and One-Half Percent(2.5%)of my
residuary estate, whichever is smaller,with the condition that the first Fifty
Page 1 of 8 Initials: Gtr
Percent (50%) thereof must be conveyed to one or more charitable
organizations described in Sections 170(c) and 2055(a) of the Internal
Revenue Code of 1986, as amended, as she in her sole discretion may
select. My Executor shall make the distribution(s) hereunder directly to
the elected charitable organization(s)in such manner and at such time as my
Executor deems prudent and appropriate. Notwithstanding the foregoing,
if Sue Achenbach does not survive me, or has not provided my Executor
with the identity of the charitable organization or organizations to receive
her directed contribution prior to the date prescribed for filing the
Pennsylvania Inheritance Tax return, then this bequest shall lapse and the
entire sum shall be added to the balance of my residuary estate and
distributed under Subparagraph F below.
B. I give my brother, Kenneth G. Wise, if he survives me, the sum of One
Hundred Thousand Dollars($100,000.00)or Twelve and One-Half Percent
(12.5%) of my residuary estate, whichever is smaller, with the condition
that the first Fifty Percent (50%) thereof must be conveyed to one or more
charitable organizations described in Sections 170(c) and 2055(a) of the
Internal Revenue Code of 1986, as amended, as he in his sole discretion
may select. My Executor shall make the distribution(s) hereunder directly
to the elected charitable organization(s) in such manner and at such time as
my Executor deems prudent and appropriate. Notwithstanding the
foregoing, if Kenneth G. Wise does not survive me,or has not provided my
Executor with the identity of the charitable organization or organizations to
receive his directed contribution prior to the date prescribed for filing the
Pennsylvania Inheritance Tax return, then this bequest shall lapse and the
entire sum shall be added to the balance of my residuary estate and
distributed under Subparagraph F below.
C. I give my brother-in-law, Robert Achenbach, if he survives me, the sum of
One Hundred Thousand Dollars ($100,000.00) or Twelve and One-Half
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Percent (12.5%) of my residuary estate, whichever is smaller, with the
condition that the first Fifty Percent(50%)thereof must be conveyed to one
or more charitable organizations described in Sections 170(c) and 2055(a)
of the Internal Revenue Code of 1986, as amended, as he in his sole
discretion may select. My Executor shall make the distribution(s)
hereunder directly to the elected charitable organization(s) in such manner
and at such time as my Executor deems prudent and appropriate.
Notwithstanding the foregoing, if Robert Achenbach does not survive me,
or has not provided my Executor with the identity of the charitable
organization or organizations to receive his directed contribution prior to
the date prescribed for filing the Pennsylvania Inheritance Tax return, then
this bequest shall lapse and the entire sum shall be added to the balance of
my residuary estate and distributed under Subparagraph F below.
D. I give my sister-in-law, Linda A. Hannon, if she survives me, the sum of
One Hundred Thousand Dollars ($100,000.00) or Twelve and One-Half
Percent (12.5%) of my residuary estate, whichever is smaller, with the
condition that the first Fifty Percent(50%)thereof must be conveyed to one
or more charitable organizations described in Sections 170(c) and 2055(a)
of the Internal Revenue Code of 1986, as amended, as she in her sole
discretion may select. My Executor shall make the distribution(s)
hereunder directly to the elected charitable organization(s) in such manner
and at such time as my Executor deems prudent and appropriate.
Notwithstanding the foregoing, if Linda A. Hannon does not survive me,or
has not provided my Executor with the identity of the charitable
organization or organizations to receive her directed contribution prior to
the date prescribed for filing the Pennsylvania Inheritance Tax return, then
this bequest shall lapse and the entire sum shall be added to the balance of
my residuary estate and distributed under Subparagraph F below.
Page 3 of 8 Initials: �'�`
E. I give my nephew, Kenneth G. Wise, Jr., the sum of One Hundred
Thousand Dollars ($100,000.00) or Twelve and One-Half Percent(12.5%)
of my residuary estate,whichever is smaller. If Kenneth G. Wise, Jr. does
not survive me, I give his share to his surviving spouse. If my nephew
does not so survive me and his spouse does not survive me, this bequest
shall lapse and become part of the residue of my estate.
F. I give the balance of my residuary estate equally to the following charitable
organizations without restrictions as to use: (1) United Methodist Church
of Highspire (located in Dauphin County, Pennsylvania); (2) Bethesda
Mission (located in Dauphin County, Pennsylvania); (3) Lebanon Valley
College (located in Annville, Lebanon County, Pennsylvania); and(4) St.
Mark's Evangelical Lutheran Church (located in Cumberland County,
Pennsylvania). If the United Methodist Church of Highspire should close,
such beneficiary's share shall lapse in favor of Bethesda Mission, Lebanon
Valley College and St. Mark's Evangelical Lutheran Church.
ITEM V. I direct that if any beneficiary of mine contests this my Last Will and
Testament, that beneficiary's share shall lapse in favor of my other named beneficiaries.
ITEM VI. I direct that my Executor shall not be required to give bond or post any other
security for the faithful performance of duties in any jurisdiction.
ITEM VII. Any person who shall have died at the same time as me, or in a common
disaster with me, or under such circumstances that it is difficult or impossible to determine who
died first, shall be deemed to have predeceased me.
ITEM VIII. My Executor shall have the following powers in addition to those invested
by law and by other provisions of my Will applicable to all property,whether principal or income,
exercisable without Court approval, and effective until distribution of all property:
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.
Page 4 of 8 Initials: Vwr
B. To vary investments,when deemed desirable by my Executor, and to invest
in such bonds, common trust funds, stocks, notes, real estate mortgages, or
other securities or in such other property, real or personal, as my Executor
deems wise, without being restricted to so-called "legal investments".
C. In order to effect a division of the principal of my Estate, or for any other
purpose, including any final distribution, 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
are required to be divided or distributed at their respective values on the
date or dates of their division or distribution.
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 interests 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, 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 my
Will.
E. To mortgage real estate, and to make leases of real estate for any period of
time as my Executor may deem reasonable.
F. To borrow money from any party to pay indebtedness of mine or of my
Estate, expenses of administration, or inheritance, legacy, estate, or other
taxes.
Page 5 of 8 Initials:'
G. To pay all costs, taxes, expenses, and charges in connection with the
administration of my Estate. My Executor shall pay expenses of my last
illness and funeral expenses.
H. To vote any shares of stock which form a part of my Estate, and to
otherwise exercise all the powers incident to the ownership of such stock.
I. To compromise claims and to abandon any property which, in my
Executor's opinion, is of little or no value.
ITEM IX. The interest of beneficiaries hereunder shall not be subject to anticipation or
to voluntary or involuntary alienation.
ITEM X. I hereby appoint my nephew, Kenneth G. Wise, Jr., now of Steelton,
Dauphin County,Pennsylvania,as Executor(the"Executor"),of this,my Last Will and Testament.
In the event of the refusal or inability of such named person to so serve, I then nominate and
appoint my accountant, Robert Parks, CPA, now of Palmyra, Lebanon County, Pennsylvania, to
serve in such capacity as Executor.
IN WITNESS WHEREOF,I have hereunto set my hand and seal to this my Last Will and
Testament, consisting of eight(8)typewritten pages, this ) 1B day of February, 2015.
Qe � (SEAL)
Johiije Wise
We, the undersigned, hereby certify that the foregoing Will was signed, sealed, published
and declared by the above-named Testator, John L. Wise, as and for his Last Will and Testament,
in the presence of us,who at his request and in his 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 Testator was of sound and disposing mind and memory.
'Y&YV, residing at
Clh � residing at �.
-10Sb
Page 6 of 8 Ini ials ,
�ti,V k,
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF DAUPHIN
We, John L. Wise, the Testator, and /o:rnm y -brau)b0'UVq �— _ and
M ►nhcL A r n o )d , the witnesses, respectively, whose names are signed to the
foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that
the Testator signed and executed the instrument as his Last Will and that he had signed willingly,
and that he executed it as his free and voluntary act for the purposes therein expressed, and that
each of the witnesses, in the presence and hearing of the Testator, signed the Will as witness and
that to the best of his or her knowledge the Testator was at that time eighteen years of age or older,
of sound mind and under no constraint or undue influence.
John L. e
Witnes6/1
s
Witness
Subscribed, sworn to and acknowledged before me by the Testator, John L. Wise, and
subscribed and sworn to before me by —TZ rt)m U 1Jrct L)ha uQ Iti and
YYl l sha. Arnold , witnesses,this day of February, 2015.
ZEjnb Aoaf
Notary Public
(SEAL)
COMMONWEALTH OF PENNSYLVANI
Notarial seal
Bonnie L.Williams,Notary Public
Lower Swatara Twp.,Dauphin County
: My Commission Expires April 18,2017
Page 7 of 8 Initial`,",rkjVv
LAST WILL AND TESTAMENT
OF
JOHN L. WISE
MEMORANDUM OF PERSONAL PROPERTY
I request that my Executor honor my wishes and distribute the following items of personal
property to the individuals or entities stated:
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
Page 8 of 8 Initials: