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HomeMy WebLinkAbout04-16-15 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 request(s)the grant of Letters in the appropriate form: Frederick T.Jones,Jr. Decedent's Information f Name: Enid G.Jones File No: 21A - 04ac) a/k/a: (Assigned by Register) a/k/a: a/k/a: Social Security No: Date of Death: 11/01/2014 Age at Death: 96 Decedent was domiciled at death in Cumberland County, PA (State)with his/her last principal residence at 450 Woodcrest Drive,Mechanicsburg 17050 Hampden Cumberland Street address,Post Office and Zip Codd City,Township or Borough County Decedent died at 1000 Claremont Road Carlisle Cumberland 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 $ If not domiciled in Pennsylvania................ Personal property in Pennsylvania $ If not domiciled in Pennsylvania................ Personal property in County $ Value of real estate in Pennsylvania................................................................... $ 150,000.00 TOTAL ESTIMATED VALUE $ 150,000.00 Real estate in Pennsylvania situated at 450 Woodcrest Drive,Mechanicsburg 17050 Hampden Cumberland (Attach additional sheets,if necessary.) Street address,Post Office and Zip Code City,Township or Borough County (v G== ren ®A. Petition for Probate and Grant of Letters Testamentary C Q rn C-) Petitioner(s)aver(s)that he/she/they is/are the Executor(s)named in the Last Will of the Decedent,dated 12/06/�Rf)= --and Cal@ thereto dated None f t s n c7 State relevant circumstances(e.g.,renunciation,death ofexecutor,etc.) 7 Except as follows:after the execution of the instrument(s)offered for probate,Decedent did not mar was not divorced wasa p�to a.penEr g divorce proceeding wherein the grounds for divorce had been established as defined in 23 Pa.C.S.§§3323(g),and didr o ave child born adopted;and Decedent was neither the victim of a killing nor ever adjudicated an incapacitated person. �:o co r— rn ®NO EXCEPTIONS ❑ EXCEPTIONS --i N r— Co ❑ B. Petition for Grant of Letters of Administration (If applicable) c.t.a.,d.b.n.,d.b.n.c.t.a.,pedente lite,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 pending divorce proceedingwherein 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 adudicated 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)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 Frederick T.Jones,Jr. 307 S.Sporting Hill Road Mechanicsburg,PA 17050 The Petitioner(s)above-named swear(s)or affirms)the statement "n the foregoing Petitionare tr nd correct to the best of the knowledge and belief of Petitioner(s)and that,as Personal Representative(s)of Decedent,Peti' ner(s)will II a trul inister the estate accordin to law. Sworn to or affirmed and subscribed before Date me this A day of 0�5 Date By: Date For the Register Date BOND Required? E] YES FRI NO To the Register of tills: FEES: Please enter my appearance by wy>signature b : :7 rr7 I r� C O Letters.......................................... $ � Attorney Signature: o ( `{, T )Short Certificate(s)......... t-{-U � c7 ( )Renunciation(s).............. rn ( )Codicil(s)........................ T> :7 G O ( )Affidavit(s)...................... Printed Name: David D.Nesbit EsA. Bond............................................. Supreme Court r-7 o rt n Commission.................................. 77411 7 G ID Number: --- coo r"- rn -- Other tU O -r1 Firm Name: Keystone Elder Law P.C. ( h �, `E'� `S Address: 555 Gettysburg Pike STE C100 Mechanicsburg,PA 17055 Phone: 7176973223 Automation Fee............................ Fj Fax: JCS Fee....................................... 36.5c) TOTAL......................................... $ 60 E-mail: Dave@keystoneelderlaw.com DECREE OF THE REGISTER Date of Death: 11/01/2014 Social Security No: Estate of Enid G.Jones File No: ' 21 AE—4LO a/k/a: _ AND NOW, n ���� ,in consideration of the foregoing Petition, satisfactory proof having been presented before me, IT IS DECREED that Letters Testamentary are hereby granted to Frederick T.Jones,Jr. in the above estate and(if applicable)that the instrument(s)dated 12/06/1993 described in the Petition be admitted to probate and filed of record as thja last Will(and cil(s)of Decedent. ster of Wills Copyright(c)2011 form software only The Lackner roup, nc. I.`��,_ y Page 2 of 2 RECORDED OFFICE OF JA REGISTER OF WILLS .•5 J } 7015 PPR 16 LM 8 20 CLEALUSt Will anA &StUM-Pnt ORPHANS' COURT of OtlMEEf�t , �z, ENID G. JONES BE IT REMEMBERED, that I, ENID G. JONES, of 450 Wood Crest Drive, Mechanicsburg, Pennsylvania, being of sound mina, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making null and void any and all Wills and Testaments and writings in the nature thereof by me, at anytime heretofore made. ITEM 1 : I direct that all my just debts and funeral expenses be paid as soon after my demise as may be convenient. ITEM 2 : I give all tangible personal property owned by me at my death and all insurance policies on such property as follows : a. To those individuals who survive me by thirty (30) days who are designated on a list or memorandum signed by me which refers to this Will or is found with a copy thereof, I give and bequeath the items listed beside their names . b. The balance (including any items under subparagraph (a) above the bequest of which has lapsed) shall be included in my residuary estate set forth in Item 3 and in the event of ei 1t--Ipso, 1. -e u herein., d_stribute,bble to the beneficiary or beneficiaries therein provided. My Executor shall have the right to dispose of said remaining items of personalty to become part of my residuary estate, either in kind or WITNESS: ENID G. J092S Y in cash as a result of liquidation thereof as he, in his sole discretion, deems appropriate under the circumstances . It being my intent, however, that should any beneficiary of my residuary estate desire to receive a particular item in kind which was not specifically bequested to such beneficiary, to the extent reasonably possible, my said Executor shall attempt to follow said beneficiary' s request. ITEM 3: All the rest, residue and remainder of my Estate of whatsoever nature and wheresoever situate, whether it be real, personal or mixed, including any insurance policies therefor, property over which I have power of appointment, and proceeds from any insurance policies payable to my estate, I give, devise and bequeath to my son, FREDERICK T. JONES, JR. , provided he survives me by thirty (30) days. ITEM 4 : In the event my son, FREDERICK T. JONES, JR. , should predecease me, should we die simultaneously or should he fail to survive me by thirty (30) days, I then give, devise and bequeath my entire residuary estate as follows : (a) Ten (10%) percent to KATHY KURTZ; (b) Ten (10%) percent %to JEFFREY KURTZ; (c) Twenty (20%) percent to ENID STEVENSON; (d) Twenty (20%) percent to JUDY REED; (e) Twenty (20%) percent to LINDA MONTGOMERY; and (f) Twenty (20%) percent to JOHN A. MONTGOMERY, JR. In the event any of the above beneficiaries should fail to survive me by a period of Chir.ty (30) days, has TNESS: &,td 09W ENID G. JON91S or her share shall lapse and shall be distributed pro rata amongst the remaining beneficiaries. ITEM 5: I appoint FREDERICK T. JONES, JR. as Executor of this my Last Will and Testament. Should FREDERICK T. JONES, JR. predecease me, fail to qualify, cease to act or renounce probate, I then appoint EDNA G. MONTGOMERY as Alternate Executrix of this my Last Will and Testament. Should EDNA G. MONTGOMERY predecease me, fail to qualify, cease to act or renounce probate, I then appoint JOHN A. MONTGOMERY, JR. as second Alternate Executor of this my Last Will and Testament. ITEM 6 : I direct my Executor to pay all inheritance, estate, succession and legacy taxes of whatsoever nature and kind, to which my Estate or the transfer of any property passing hereunder or otherwise passing by reason of my demise, may be subject to charge such taxes against my residuary estate, it being my intention that none of the aforesaid taxes, either federal or state, or any property required to be included in my gross estate, under the provisions of any state or federal law now in force or hereafter enacted, shall be prorated among the persons interest in my Estate to whom such property is or may be transferred to whom any benefit accrues. ITEM 7 : In addition to the powers conferred by law, I authorize riy Executor in his absolute discretion: a. To retain in the form receive, and to sell either at public or private sale any real or personal property; b. To manage real estate; ' THE S S: jj ENID G. JON C. To invest and reinvest in all forms of property without being confined to legal investments, and without regard to the principle of diversification; d. To exercise any option or rights arising from ownership of investments; e. To compromise claims without court approval and without the consent of any beneficiary; f. To disclaim any interest in property; g. To claim an elective share of the estate of any deceased spouse; h. To disburse my estate in kind or by way of liquidation thereof in whole or in part as my Executor in his sole discretion may deem appropriate under the circumstances. ITEM 8: I direct that my Executor or his successors shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, II have hereunto set my hand and seal this / day of s�1��C�. , 19 . WITNESS: (SEAL) ENID G. JOKS t ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND We, Enid G. Jones, Diane G. Radcliff and Robin Z . Shahan, the Testatrix and the witnesses respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and that she had signed willingly (or willingly directed another to sign for her) , and that she executed it as her 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 witnesses and that to the best of their knowledge the Testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. ENID G. JONa i`\ R Q WI NESS WITNE45S Sworn to and subscribed to WC before me this — day o f Z , 19 `�:� � NO PUBLIC Robin Z.Sha an+,No ary pts Middlesex TU.rp.,Cumbedand Cou My Commission Expires July 3,1995