HomeMy WebLinkAbout04-30-15 s'
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:
Nina L.Poe and Wendy A.Good
Decedent's Information
Name: Michael J.Lewis File No: 21-15
a/k/a: Michael Lewis (Assigned by Register)
a/k/a: Michael Joseph Lewis
a/k/a: Social Security No:
Date of Death: 03/22/2015 Age at Death: 66
Decedent was domiciled at death in Cumberland County, PA (State)with his/her last
principal residence at 1000 Claremont Road,Carlisle 17013 Middlesex Township Cumberland
Street address,Post Office and Zip Code City,Township or Borough County
Decedent died at 1000 Claremont Road,Carlisle 17013 Middlesex Township Cumberland PA
Street address,Post Office and Zip Code City,Township or Borough County State
Estimate of value of decedent's property at death:
/f domiciled in Pennsylvania...................... All personal property $ 29,000.00
If not domiciled in Pennsylvania................ Personal property in Pennsylvania $
If not domiciled in Pennsylvania................ Personal property in County $
Value of real estate in Pennsylvania................................................................... $ 36,571.00
TOTAL ESTIMATED VALUE $ 65,571.00
Real estate in Pennsylvania situated at 8655 Century Farms Road,Felton East Hopewell Township York
(Attach additional sheets,if necessary.)
Street address,Post Office and Zip Code City,Township or Borough County
® A. Petition for Probate and Grant of Letters Testamentary
Petitioner(s)aver(s)that he/she/they is/are the Executor(s)named in the Last Will of the Decedent,dated 03/14/2013 and Codicil(s)
thereto dated
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.
®NO EXCEPTIONS ❑ EXCEPTIONS
❑ 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. o
Except as follows: Decedent was not a party to pending divorce proceedingwherein the grounds for divorce had r€Ren establisheA-t3s d�e9n
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 s,�us�'(if 00and iheirUkttach
additional sheets,if necessary): r- - rrt C� -.:0 '
Name Relationship Address --
a �
C:)
Form RW--02 rev.lo-11-2ol1 Copyright(c)2011 form software only The Lackner Group,Inc. Page 1 of 2
s
Oath of Personal Representative Official Use Only
COMMONWEALTH OF PENNSYLVANIA }
} SS:
COUNTY OF Cumberland }
Petitioner(s)Printed Name Petitioner(s)Printed Address
Nina L.Poe 504 Stone Church Road
Carlisle,PA 17013
Wendy A.Good 436 Glen Run Drive
Atglen,PA 19310
ry
C c.!7 :t7 M
� O Irin'
co
The Petitioner(s)above-named swear(s)or affirm(s)the state ents in the foregoing Petition are true and correct to-ttje s the Knowle � @ tl
belief of Petitioner(s)and that,as Personal Representative(s)
o edent,P titi r(s)will well and truly administek the
cording km7law.
Sworn,to or affirmed and subscribed before ? Date 4/ /S
me this day of 4zliarzi ^ DaM
By:
r9 C5 -i DW _T1
Fort a Reostet J D
t"a
BOND Required/,�j. YES 0 NO To the Register of Wills:
Please enter my appearance by my signature below:
FEES: ff2�
Letters.......................................... $ I 5 A orney Signature:
( 5 )Short Certificate(s)......... lu
( )Renunciation(s)..............
( )Codicil(s)........................
( )Affidavit(s)................I.... Printed Name: Marci S.Miller
Bond............................................. Supreme Court
Commission.................................. ID Number: 204083
Other
will Firm Name: Gibbel Kraybill&Hess
Address: P.O.Box 16
Lititz,PA 17543
Phone: (717)626-0291
Automation Fee............................ Fax: (717)627-7414
JCSFee....................................... G
TOTAL......................................... $ r 6 Email: mmiller@gkh.com
DECREE OF THE REGISTER
Date of Death: 03/22/2015
Social Security No:
Estate of Michael J.Lewis File No: 21-15 —y X
a/k/a: Michael Lewis Michael Joseph Lewis I
AND NOW, 0 4 in consideration of the foregoing Petition,
satisfactory proof having been pr sented before me, IT IS DECREED that Letters Testamentary -
are hereby granted to Nina L.Poe and Wendy A.Good
in the above estate and(if applicable)that the instrument(s)dated 03/14/2013
described in the Petition be admitted to probate and filed of record as th last Will(and Cod il(s))of Decedent.
s
egister of Wills J.�)ff
Copyright(c)2011 form software only The Lackn Page 2 of 2
WILL
I, MICHAEL J. LEWIS, currently of York County, Pennsylvania,revoke any prior wills and
declare this to be my Will:
I. Personal and Household Effects: 1 give all my clothing, furniture, motor vehicles and
other articles of personal or household use, including insurance on that property:
A. In accordance with any memorandum which I date and sign at the end (and which I
intend to,place with the original or a copy of my will). Such gifts shall be given,
however, only to persons who survive me or to organizations that exist at my death.
If there is more than one memorandum, with, conflicting provisions, the latest
memorandum shall govern. 'To the extent the property is not effectively given, I
give the balance
B. To my siblings, RICHARD R. LEWIS, NINA L. POE, MAX E. LEWIS, and
WENDY A. GOOD, who survive me by thirty(30) days,to be divided among them
as they may agree. In the absence of agreement, any division shall be made as my
executor may think appropriate. Any articles not selected may be sold and the
proceeds added to the residue of my estate and shall be distributed in accordance
with Article II hereof.
II: Residuary Estate:. I give the residue of my estate, real and personal, in equal shares to my
siblings, RICHARD R. LEWIS, NINA L. POE, MAX E. LEWIS, and WENDY A. GOOD, who
survive me by thirty (30) days. In the event a sibling does not survive me by thirty (30) days, but
leaves descendants who survive me by thirty (30) days, those descendants shall receive, per stirpes,
the share my sibling would have received had he or she survived me by thirty(30) days. The share
of any deceased sibling who leaves no surviving issue shall be divided and' distributed to my
remaining siblings,per stirpes.
III. Beneficiaries Under Twenty-Five (25) or Disabled: If any beneficiary becomes entitled
to an outright distribution of income or principal and is (i) under the age of twenty-five(25) or (ii)
in my executor's or trustee's opinion, disabled by illness or other cause and unable to properly
manage the funds,I give the share of that beneficiary to my trustee,IN TRUST, and thereafter:
A. As much of such income or principal as my trustee may from time to time l4'nk
.desirable for that beneficiary either,shall be paid to him or her or shad be applifor�, �.
his or her benefit; and 3t o
r. M o �Zj k:n
73
c>
c� rn
fV
B. The balance of such income and principal-and the net income from those funds-shall
be kept invested and managed as a separate trust for that beneficiary, with the trust
Rinds paid to or for the beneficiary in accordance with the provisions -,of the
preceding paragraph. When the beneficiary reaches the age of twenty-five (25) or,
in my trustee's opinion, becomes free of disability, as the case may be, the balance
shall be paid to the beneficiary. If the beneficiary dies before the entire principal of
the trust has been withdrawn, the remaining principal and accumulated income shall
be distributed by my trustee to the beneficiary's then-living descendants,per stirpes.
If the beneficiary dies before the entire principal of the trust has been withdrawn
leaving no surviving issue,the remaining principal and accumulated income shall be
distributed to my living siblings,per stirpes.
C.. In the discretion of my executor or trustee, however, any property paid or payable to
my trustee under this Article for any beneficiary under age twenty-five (25) may be
deposited in the name of the trustee, a parent of the beneficiary, or the guardian of
the estate of the beneficiary, as custodian, to beheld free of this trust, under the
Uniform Transfers or Gifts to Minors Act of any state. When the beneficiary
reaches the age of twenty-five (25), the balance shall be paid to the beneficiary. If
the beneficiary dies before that time,the balance shall be paid to his or her estate.
Any funds to be applied under this article either shall be applied directly by my trustee or shall be
paid to a parent or guardian of the beneficiary or to any person or organization taking care of the
beneficiary. My trustee shall have no further responsibility for any funds so paid or applied or for
funds deposited under Paragraph C, above.
IV. Protective Provision:. No interest in income or principal shall be assignable by, or
available to anyone having a claim against, a beneficiary before actual payment to the beneficiary.
V. Death Taxes: All federal, state, and other death taxes payable on the property forming my
gross estate for tax purposes, Whether or not it passes under this Will, shall be paid out of the
principal of my residuary estate just as if they were my debts, and none of those taxes shall be
charged against any beneficiary.
VI. Management Provisions: I authorize my executor and trustee:
A. To retain and to invest in all forms of real and personal property, including common
trust funds operated by my corporate executor or trustee;
B. To compromise claims and to abandon any property which, in my executor's or my
trustee's opinion, is of little or no value;
C. 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`or leases;
2
D. To disclaim any part or all of any property, power, or interest passing to me or for
my benefit under any will;trust, or otherwise; and
E. To distribute in kind and to allocate specific assets among the beneficiaries
(including any trust hereunder) in such proportions as my executor or my trustee
may think best, so long as the total market value of any beneficiary's share.is not
affected by such allocation.
These authorities shall extend to all property at any time held by my executor or my trustee and
shall continue in full force until the actual distribution of all such property. All powers, authorities,
and discretion granted by this will shall be in addition to those granted by law and shall be
exercisable without leave of court. No trustee or executor shall be required to give bond.
VII. Trustee: I appoint my sisters, NINA L. POE and WENDY A. GOOD, or the survivor
between them,as co-trustees of any trust created herein.
VIII. Executor: I appoint my sisters, NINA L. POE and WENDY A. GOOD, or the survivor
between them, as co-executrices of this Will.
IX. Fiduciary Provisions: I direct that:
A. The word "executor" shall refer to all those from time to time acting as such,and the
word "trustee" shall, as to each trust, refer to all those from time to time acting as
trustees of that trust;
B. No executor or trustee shall be required to give bond; and
C. My executor and trustee shall be entitled to reasonable compensation for serving.
Jr
Executed: March 14,2013.
(SEAL)"
MICHAEL J. LEWIS
In our presence the above-named testator signed this and declared it to be his Will, and now
at his request, in his presence, and in the presence of each other,we sign as witnesses:
3
COMMONWEALTH OF PENNSYLVANIA )
SS:
COUNTY OF LANCASTER
I, MICHAEL J. LEWIS, having been duly qualified according to law, acknowledge that I
signed the foregoing instrument as my Will, and that I signed it as my free and voluntary act for the
purposes therein expressed.
Tes tor'
We, having been:duly qualified according to law; depose and say that we were present and
saw MICHAEL J..LEWIS sign the foregoing instrument ashis Will; that he signed it willingly and
as his free.and voluntary act for the purposes therein expressed; that each of us in his sight and
hearing signed.the Will as witnesses; and that to the best of our knowledge he was at the;time
eighteen years of age or older, of sound mind and under no constraint or undue influence.
Witness
WV ess
Subseribed,.affirmed to and
= acknowledged before me by
the above-named testator,
an,by the witnesses whose
names appear opposite, on
the date of the Will
otary Public
CM4MONWMTH OF PMNS1fLVANIA
Notarial Seal
gmthla S.Singer,Notary Public
I ttitz Bono,Lancaster county
My CammL�On Expires)en.7,2014 _
Member,Pennsvlvania Powdation 01 Notaries
MEMORANDUM REGARDING PERSONAL AND HOUSEHOLD EFFECTS
Pursuant to Article I of my Will dated March 14, 2013, 1 revoke any prior memorandum
regarding personal,and household effects, and I direct my executor to distribute the following items
to the recipients indicated below:
As supplemented by this memorandum,I ratify my Will.
Date: Signed:
MICHAEL J.LEWIS