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HomeMy WebLinkAbout04-01-15 PETITION FOR PROBATE AND GRANT OF LETTERS Register of Wills of Cumberland County, Pennsylvania Petitioner, named below, who is 18 years of age or older, applies for Letters as specified below, and in support thereof, avers the following and respectfully requests the grant of Letters in the appropriate form:: DECEDENT'S INFORMATION Estate of ROGER W. BROWN File No. A/K/A ROGER WILLIAM BROWN Deceased Social Security No. Date of Death: March 10, 2015 Age at Death: 96 Decedent was domiciled at death in CUMBERLAND County, Pennsylvania,with his last family or principal residence at 2100 Bent Creek Blvd. Apt. 135, Silver Spring Township, Mechanicsburg, Cumberland County, PA 17050 (List street,address,town/city,county,state,zip code) Decedent died at 2100 Bent Creek Blvd Mechanicsburg, 17050 Silver Spring Township Cumberland Co. PA List street,address,Post Office and zip code city,township or Borough County State, Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property.....................................................................$ 1,533,645.00 (If not domiciled in PA) Personal property in Pennsylvania.....................................$ (If not domiciled in PA) Personal property in County....................................................$ Value of real estate in Pennsylvania......................................................................................................................$ Total.........................................................................................................$ 1,533,645.00 Real Estate situated as follows: (attache additional sheets ifnecessary) Street address,Post Office and Zip Code City,Township or Borough County,State U A. Petition for Probate and Grant of Letters Testamentary Petitioner avers she is the Co Executor named in the Last Will of the Decedent, dated November 7, 2012 The Decedent also named his son Roger W. Brown, Jr., to serve as Co-Executor of his Last Will and Testament. Roger W. Brown Jr. has renounced his right to administer the estate. State relevant circumstances,e.g.renunciation,death of Executor,etc. Except as follows, After the execution of the instrument offered for probate, Decedent did not marry, was not divorced, and was not a party to a pending divorce proceeding at the time of death wherein grounds for divorce has been established as defined in 23 Pa.C.S.A. § 3323(g) and did not have a child born or adopted and the Decedent was neither the victim of a killing and was never adjudicated an incapacitated person Z NO EXCEPTIONS ❑ EXCEPTIONS ❑ B. Petition for Grant of Letters of Administration (if applicable) enter:c.t.a.;d.b.n.c.t.a.;pgent elite;dui-tete aMA;durante minoritate rn; '. M CJ If Administration, c.t.a. or d.b.n.c.t.a., '._ - c , Except as follows: Decedent was not a party to a pending divorce proceeding t tmne gf.deatfv@rein grounds for divorce has been established as defined in 23 Pa.C.S.A. § 3323(8)and was n�ithe7 q.'vl ictim of a lly and was never adjudicated an incapacitated persont C3 M 7) -+ ❑ NO EXCEPTIONS ❑ EXCEPTIONS _ f-- rn ► F, Cp Petitioner, after a proper search, has ascertained that Decedent left no Will a4was survi*ed by t'hd(lowing spouse (if any) and heirs (attached additional sheets, if necessary) Name Relationship Residence OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA Official Use Only COUNTY OF CUMBERLAND Petitioner's Printed Name Petitioner's Printed Address DEBRA L. SHEVENOCK 218 RIDGEVIEw DRIVE MARYSVILLE, PA 17053 The Petitioner above-named swears or affirms that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner and that, as personal representative of the Decedent, Petitioner will well and truly administer the estate according to law. Sworn to and affirmed aid subscribed �u DEBRA L. SHEvENOCK Be re me this ` day of Ul()a015. Fo he egist BO Required ❑ YES Q NO FEES w ``�� ) To The Register of Wills ' pp � Letters........................... $ 960.00 Please enter my a ears celylmy sjNature1�1ow:CD � � {5 ) Short Certificate(s)$ 25.00 Attorney Signature: ~> 'z:' --' { 1 ) Renunciation........... $ 5.00 �( { ) Codicil(s) $ { )Affidavit(s) $ r Bond $ }--' Commission $ Printed Name: EDMUND G. MYERS Other $ Supreme Court Will $ 15.00 1.D. No: 20558 Inher. Tax Return $ 15.00 Firm Name: Johnson, Duffie, Stewart & Weidner, Inventory $ 15.00 Address: 301 Market Street, P.O. Box $ Lemoyne, PA 17043 Automation $ 5.00 Phone: 717-761-4540 JCP Fee....................... $ 35.50 Fax: 717-761-3015 TOTAL......... $ 1,075.50 Email: EGM(@'dsw.com DECREE TO THE REGISTER Estate of ROGER W. BROWN A/K/A ROGER WILLIAM BROWN , Deceased. File No - Social Security No: _ Date of Death: March 10, 2015 AND NOW, nip , 2015, in consideration of the foregoing Petition, satisfactory proof having been presented before me, IT IS DECREED that Letters Testamentary are hereby granted to Debra L. Shevenock in the above estate and that the instrument dated November 7, 2012 described in the Petition be admitted to probate and d of record as t ast Will of the Decedent. i gi ter of Will ' Last Will and Testament OF ROGER W. BROWN I, ROGER W. BROWN, of Silver Spring Township, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void any and all Wills or Codicils at any time heretofore made by me. ARTICLE I DEBTS I direct the payment of all my legal debts and the expenses of my last,,Alness and neral , M from my Estate as soon after my death as conveniently may be done. :`''yj � -rs ARTICLE II TANGIBLE PERSONAL PROPERTY = ~ W Nri I give and bequeath my motor vehicles(s), household and personal effects and other tangivle personalty of like nature (not including cash or securities), together :=.ntl: ;any existing insurance thereon, unto my wife, MARIAN L. BROWN, if she survives me by thirty (30) days. Should my wife, MARIAN L. BROWN, not be living on the thirty-first(31St) day after my death, I bequeath such tangible personalty and insurance thereon to those of my children who are living on the thirty-first (31St) day after my death, to be divided between them by my Personal Representative with due regard for their personal preferences in as nearly equal shares as practical. ARTICLE III REST,RESIDUE AND REMAINDER I give, devise and bequeath all the rest, residue and remainder of my Estate, of whatsoever nature and wheresoever situate, unto my wife, MARIAN L. BROWN, provided she survives me by thirty (30) days. Should my wife, MARIAN L. BROWN,not be living on the thirty first(31 s) day following my death, I give, devise and bequeath all of the rest, residue and remainder of my Estate in equal shares unto my son, ROGER W. BROWN, JR., and my daughter, DEBRA L. SHEVENOCK. The share of a deceased child shall be distributed unto his or her then-living issue,per stirpes. ARTICLE IV DISTRIBUTION TO BENEFICIARIES UNDER THE AGE OF 25/INCAPACITATED BENEFICIARIES Whenever my Personal Representative is directed to distribute property to or for the benefit of any beneficiary who is under (a) twenty-five years of age, or (b) a legal disability or otherwise suffers from an illness or mental or physical disability that would make distribution directly to such beneficiary inappropriate (as determined in my Personal Representative's sole discretion exercised in good faith), my Personal Representative may distribute such property to the person who has custody of such beneficiary, may apply such property for the benefit of such beneficiary, may distribute such property to a custodian for such beneficiary, whether then serving or selected and appointed by my Personal Representative (including my Personal Representative), under any applicable Uniform Transfers to Minors Act — or Uniform Gifts to Minors Act, or may distribute such property directly to such beneficiary without liability on the part of my Personal Representative to see to the application of such property. This provision shall not in any way operate to suspend such beneficiary's absolute ownership of such property or to prevent the absolute vesting thereof in such beneficiary. 2 ARTICLE V POWERS OF FIDUCIARIES My fiduciaries shall have the following powers in addition to those vested by law and by other provisions of my Will applicable to all property, whether principal or income, including property held for minors, exercisable without court approval and effective until actual distribution of all property: A. To make distribution in cash or in kind, or partly in cash and partly in kind, and in such manner as my fiduciaries deem appropriate. B. To retain any or all of the assets of my estate, real or personal, without restriction to investments authorized for Pennsylvania fiduciaries, as they deem proper, without regard to any principle of diversification or risk. C. To invest in all forms of property without restriction to investments authorized for Pennsylvania fiduciaries, as my fiduciaries deem proper, without regard to any principle of diversification or risk. D. To sell at public or private sale, to exchange, 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 or conditions as.deemed proper. E. To allocate receipts and expenses to principal or income or partly to each as from time to time considered proper. F. To compromise any claim or controversy. 3 G. To make such elections, decisions, concessions and settlements in connection with all income, estate, inheritance, gift, generation skipping or other tax refunds and the payment of such taxes as my fiduciaries shall deem appropriate, without obligation to adjust the distributive share of any person thereby affected. ARTICLE VI TAXES I direct that all estate, inheritance, transfer and other taxes of similar nature payable by reason of my death, together with any interest or penalties thereon, and imposed with respect to any property, whether or not disposed by this Will, shall be paid out of the residue of my Estate and shall be considered a part of the expense of the administration of my Estate. I further direct that my Personal Representative shall have the absolute power in his or its discretion to pay the same at once whether or not the law under which they are imposed permits the postponement of all or part to a later date. ARTICLE VII PERSONAL REPRESENTATIVE I name, constitute and appoint my son, ROGER W. BROWN, JR., and my daughter, DEBRA L. SHEVENOCK, Co-Executors of this my Last Will and Testament. Should either fail to qualify or cease to so act, I direct that the other shall complete the administration of my Estate. I direct that no fiduciary acting under this Will, whether or not named herein, shall be required to post bond for the faithful administration of the duties required in any jurisdiction. 4 I IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament,this day of /JO VC,'� 2012. (SEAL) ROU R W. BROWN Signed, sealed, published and declared by the above-named TESTATOR, as and for his Last Will and Testament, in the presence of us, who at his request, in his presence and in the presence of each other,have hereunto subscribed our names as witnesses. 5 i AFFIDAVIT AND ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA : SS COUNTY OF CUMBERLAND ROG W. BROWN, jua,�in .�rtti m and & We, , the TESTATOR 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 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/her knowledge the TESTATOR was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. A� GEh W. BROWN ✓r✓ Wit&— W' nes Subscribed, sworn to and acknowledged before e by ROGER W. BROWN, STATOR, and subscribed and sworn to beforg me by h(r) and GLj VJLU ,witnesses,this day of , 2012. Edmund G. Mvers Attorney I.D. #20558 Supreme Court of Pennsylvania 6 COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF CUMBERLAND On this rl day of �bV� Y1�1I�Q I� , 2012 before me, the undersigned officer, personally appeared EDMUND G. MYERS,I.D. #20558,known to me (or satisfactorily proven) to be a member of the bar of the highest court of Pennsylvania and certified that he was personally present when the foregoing acknowledgment was given by the TESTATOR and the affidavits were sworn to by the witnesses. IN WITNESS WHEREOF, I hereunto set my hand and official seal. SEAL Notary Public EGM:lab:522717 COMMONWEALTH OF PENNSYLVANIA NoteM Seal Dana L.Wowman,Notary Public Lemoyne Bora,Cumberland County My Commission ExpIM Jan.15,2013 Member,Pennsylvania Assodaw Of k 7 RENUNCIATION REGISTER OF WILLS CUMBERLAND COUNTY, PENNSYLVANIA Estate of ROGER W.BROWN a/k/a ROGER WILLIAM BROWN , Deceased I, ROGER W. BROWN, JR. Co-Executor of Decedent's Will dated November 7, 2012, hereby renounce my right to serve as Co-Executor. WITNESS my hand this day of 2015. 3 20,-.4-4� &;4M�A t� (Dle) R(;GEk W. BROWN, JR. 4634 Clearview Drive Camp Hill, PA 17011 Executed in Register's Office Executed out of Register's Office COMMONWEALTH OF PENNSYLVANIA: COUNTY OF CUMBERLAND SWORN to and subscribed before me Before the undersigned personally appeared the this day of 2015. party executing this Renunciation and certified that he executed the Renunciation fgr the oses stated within on this day of Deputy for Register of Wills �,2015. Notary Pub Ic My Commission Expires: r - " COMMONWEALTH OF PENNSYLVANIA Notarial Seal c Dana L.Wieseman,Notary Public .' Lemoyne Boro,Cumberland County G1 My Commission Expires)an.15,2017 r"( ;zt;. MEMBER,PENNSYLVANIA ASSOCIATION OF NOTARIES eV t7 C41 REGISTER OF WILLS CERTIFICATE OF CUMBERLAND COUNTY GRANT OF LETTERS PENNSYLVANIA Ri No. 2015- 00354 PA No. 21- 15- 0354 Estate Of: ROGER W BROWN (First,Middle,Last) alk/a: ROGER WILLIAM BROWN Late Of: SIL VER SPRING TO WNSHIP CUMBERLAND COUNTY Deceased 0 Social Security No: WHEREAS, on the 1st day of April 2015 an instrument dated November 7th 2012 was admitted to probate as the last will of ROGER W BROWN (First,Middle,Last) a/k/a ROGER WILLIAM BROWN late of SILVER SPRING TOWNSHIP, CUMBERLAND County, who died on the 10th day of March 2015 and, WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, 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: DEBRA L SHEVENOCK 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, PENNSYL VA NIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office on the 1st day of April 2015. IL crs r � L + C\.J ph �Rieter of W HS .�r CL- L%i lJ 1 c'. CX-- C y ` �� �j W cY ,,r, **NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST)