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Home My WebLink About05-13-15 PETITION FOR GRANT OF LETTFRS REGISTER OF WILLS OF CUMBERLAND COUN"TY,PENNSYLVANIA Petitioner(s) named below, who is/a� 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: Decedent's Information � �„ t�_ Name: Pamela L. Roqers File No: � �� a/k/a: Pamela Lynn Roqers (Assigned by Register) a/k/a: a/k/a: Social Security No: Date of Death: 05/07/2015 Age at death: 70 Decedent was domiciled at death in Cumberland County, Pennsylvania (S�a�e� with��/her last principal residence at 200 Westview Drive 17055 Mechanicsburq Monroe,Townshio Cumberland Street address,Post Office and Zip Code Cit��,Township or Borough County Decedent died at 200 Westview Drive 17055 Mechanicsburg Monroe Township _.__._ Cumberland PA Street address,Post Of£ce and 7.ip Code City,Township or Borou�;h County State Estimate of value of decedenCs property at death: /fdomiciled in Pennsylvania........ .... ........ ........ All personal property $ 14000.00 /fnot domlci[ed in Pennsylvania. ... . . . . .. .......... .. . . Personal property in Pennsylvania $ If not domiciled in Pennsylvania. .. .... ... ...... ........ Personal property in County $ Va[ue of rea!estate in Pennsylvania... . .. .. ...... ..... . . .. .. . . ....... . . . . .... . . . . ... .. . ... .. $ TOTAL ESTIMATED VAI.UE. .. . $ 14000.00 Real estate in Pennsylvania situated at: __—__. (Attnch additional sheets,i(necessa�_r.) 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)he/��§y is/a�e the Executor(s)named in the last Will of the Decedent,datcd 07/25/2008 and Codicil(s) thereto dated NOne _..__.___ State relevant circumstances(e.g.renunciation,rleath nf execruur,efc.) Except as follows: after the execution of the instrument(s)offered for probate Decedent did not marry,was i�ot divorced,was not a party to a pending divorce proceeding wherein the grounds for divorce had beeu 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. Q✓ NO EXCEPTIONS ❑EXCEPTIONS __ � B. Petition for Grant of Letters of Administration (�fapplicab�e) _.__ c.t.a.,d.b.n.,d.b.n.c.t.a.,pendente lite,durante absentia,d�irante mii�or-itate 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 a pending divorce proceeding wherein the grounds for divorce had been established as defincd 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 L�y the following spouse(if any)and heirs(attach additional sheets, if�necessarv): Name Relationshi Address ;v c� � C�7 '_' :=^� -,., Q `�� n . "� C:�� cJ-;.� � � `� f-r�� ' �^' ,.. r._...�) 1 ys, ;' }—� ;"1 ,, . _.„ .' • �- , , , _�. ..,..,_ ,.. i�.J . , .. ,. ,,,y Form RW-02 rev. 10/11/20l l ��, �, � �Pag�� l��'�(Df 2 � {-�.: _:j � : � :, �� C� . O �� ::j d' � � �-^�i iii io–�ir�tmi�� r Oath of Personal Representative Official UscOnly;_,, � v � C O � � � COMMONWEALTH OF PENNSYLVANIA =^ -� �� } tiry � �� _. � } SS: ,. .s _ ,—., -"c ';,�q �-� CoulvTv oF Cumberland } � �� -�i �� Petitioner(s)Printed Name Petitioner(s)Printcd Address ��; , � ' � � � T; ..,.d C. Edward Rogers, Jr. 200 Westview Drive, Mechanicsburg, PA 17055 . �� -- . � r_:w rn . �_ � � 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 e itioner(s)w� I w^II and truly a nister the estate accor g t lawr Sworn t or affirmed and subscribed before �� '-_: -�d'�� Dace ��015 me th� 3tt¢lay of May 2015 ___�___� Date By� � ` --------- Date F e R gister _ _.,____ Date BOND Required:�YES �NO To the Register of Wills: FEES' Please enter my appearancc by my signature below: Letters.. . . . . . . . . . . . . . . . . . . . . . $ �V G�� Attorney Signature: ( � ) Short Certificate(s). . . . . . �d� �� ( ) Renunciation(s).. . . . . . . . ( )Codicil(s). . . . . . . . . . . . . ( )Affidavit(s).. . . . . . . . . . . Bond.. . . . . . . . . . . . . . . . . . . . . . . Printed lvame: Keith O. Brenneman Esquire Commission. . . . . . . . . . . . . . . . . . Supreme Court th r . . . . . . . . � ID Number: 47077 j . . . . . . . . . F�rm tvame: Snelbaker& Brenneman, P.C. . . . . . Address: 44 West Main Street (? Mechanicsburq PA 17055 . . . . . . . Phone: 717-697-8528 •� ------ Automation Fee. . . . . . . . . . . . . . . t Fax: 717-697-7681 �� E m a i I: _.----- JCS Fee. . . . . . . . . . . . . . . . . . . . . .7 TOTAL. . . . . . . . . . . . . . . . . . . . . G/ DECREE OF THE REGISTER Estate of Pamela L. Rogers _ File No: _a�"�C.J�� a/k/a: Pamela Lynn Roclers _ AND NOW, � r� ,�Q� , in consideration of the foregoing Petition, satisfactory proof having been pr sented before me, IT IS DECREED that Letters Testamentary are hereby granted to C Edward Roqers Jr. in the above estate and(if applicable)that the instrument(s)dated 7/25/2008 �_ described in the Petition be admitted to probate and filed of re rd as the last Will (and Codici s)) of Decedent. r �� . J 4�f, � � �, egister of Wills Fornt RW-02 rev. l0/1//20/l �� _��i orio.n nr� , ., , REGISTER OF WILLS CERTIFICATE OF CUMBERLAND COUNTY GRANT OF LETTERS PENNSYLVANIA � oF cuiy ,�`t ��,� e�C`� No. 2015-f 00533 PA No. 21- 15- 0533 O� Z Es ta te Of: PAMELA L ROGERS (Fi�st,Middle,Lastl V � a/k/a: PAMELA LYNN ROGERS � Late Of: MONROE TOWNSH/P M N CUMBERLAND COUNTY � Deceased 7750 Social Security No: WHEREAS, on the 13th day of May 2015 an instrument dated July 25th 2008 was admitted to pro.bate as the last will of PAMELA L ROGERS (First,Middle,Lastl a/k/a PAMELA LYNN ROGERS late of MONROE TOWNSH/P, CUMBERLAND County, who died on the 7th day of May 2015 and, WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, L/SA M. GRAYSON, ESQ. _, Register of Tn�ills in and for CUMBERLAND County, in the Commonwealth of .Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to: C EDWARD ROGERS JR who has duly qualified as EXECUTOR(R/X) and has agreed to administer the estate according to law, all of which fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYL VANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal L:_ o�' fti� c�fice on the 13th day of May 2015. �.� `� � � -� -,.,�`�- � /� f � r � " ,�..' 3_ ; f=.� � r c ,, . � ' egi o i .,,,� A 9 a� � t /�/ CY €•;� � 1 , � - fG �_ v L�r DeputY ./� � C._3 �� f,L. f:�. � lt� �- G .„,,: �r � �`�` �'-'� Q -� �.-.-, _J �c`~�- � **NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST) �-v � {-.A _� � CJ"1 '�� r•1 €-.� -'"' =:.� c� �n� � ._., .�.a ... _:, __ -�- r-, --c �;s ..a .,_ { C:J LAST WILL AND TESTANIENT �; ��_� w , ��? • . . _., , ,1 _ _-�, , ,� ; --_3 I, PAMELA L. ROGERS, of the Township of Monroe, County of;Cumb�sland,�a�+� � ; c�� ._�_ �-, �, <� �� Commonwealth of Pennsylvania, being of sound and disposing mind�memory a`� -�, � understanding, do make, publish and declare this as and fc�r rny Last Will and Testament, � hereby revoking and making void all former wills and codicils by me at anytime heretofore � made. � FIRST. I order and direct that all my just debts and funeral expenses be paid by my � Executor, Executors or Executor, as the case may be, hereinafter named, as soon as conveniently may be done after my decease. SECOND. I give and bequeath all of my tangible personal property unto my husband, C. EDWARD ROGERS, JR., absolutely, if he survives me by as many as sixty (60) days. THIRD. A. I give, devise and bequeath unto my husband, C. EDWARD ROGERS, JR., (provided that he survives me by as many as sixty (60) days) that portion of my estate, real, personal and mixed which ��vhen added to the value of my Husband's individual assets will equal the maximum amount of the unified tax credit or exemption from Federal Estate Tax then in effect at the time of my death. The term "Husband's individual assets" shall be defined to mean those assets which he owns individually at the time of my death and those assets whose ownership vest in him at the time of my death by operation of law as surviving tenant by the entireties or as surviving joint tenant with the right of survivorship. '�he valuation of husband's individual assets shall be made by my Trustees, hereinafter named, based upon bona fide appraisals made in good faith. It is my express will and intention that the amount passing hereunder to my husband shall be an amount when added to Husband's individual assets �vill be s�afficien�to take maxi:�um advantage of the unified credit/exemption in effect at the time of my death so as to a�oid his payment of�ederal LAW OFFICES SNELBAKER 8C Estate Tax at his death. BRENNEMAN, P.C. B. If my husband, C. EDWARD ROGEIZS, JR., shall survive me by as many �� I,,1'��I ff llfli ' as sixty (60) days, I give, devise and bequeath assets equal in value to the maximum unified tax credit or exemption from Federal Estate Taa in effect at the time of my death, unto my Trustees, hereinafter named, IN TRLJS"T,NEVERTHELESS, to hold, manage, invest and reinvest on the following terms: � (1) During the lifetime of my husband: (a) The income from said trust shall be paid to my husband or � for his benefit; �� (b) The Trustees may pay to my husband or expend for his � benefit such additional amounts from the principal of said trust as the �..._.�' Trustees in the sole exercise of their discretion shall be necessary and proper for my husband's comfortable support and welfare; and (c) The Trustees shall also pay to my husband such sums from principal as he may direct in writing but not to exceed in the aggregate in any one calendar year on a non-cumulative basis (i) if he dies before December l, Five Thousand ($5,000.00) Dollars, or (ii) if he is living on December 1, the greater of Five Thousand ($5,000.00) or five per centum (5%) of the aggregatc value of such principal as of December 1. (2) Upon the death of my husband, said trust shall be terminated and the then remaining net balance thereof shall be paid over and delivered unto the persons who would otherwise be entitled to rny Estate under the provisions of Item fourth hereinbelow as though my husband had predeceased me. C. If my husband, C. EDWARD ROUI=.RS, JR., shall survive me by as many as sixty (60) days, I give, devise and bequeatl�all the rest, residue and remainder of my Estate, real, personal or mixed, whatsoever and w�heresoevPr situated, unto my said husband, absolutely, and in fee simple. LAW OFFICES SNELBAKER SC FOURTH. If my husband, C. EDWARD ROGERS, JR., should not survive me y as BRENNEMAN, P.C. -2- `�"91 II��'�i��1��f1��91f'li� " many as sixty(60) days, then and in that event, I order and direct that my residuary estate shall be distributed and disposed of as follows: A. I give and bequeath unto my grandson, namely, TYLER J. ROGERS, if he survives me, a sum of money equal to the lesser of(i) One Hundred Thousand ($100,000.00) Dollars or (ii)ten per centum (10%) of the net distributable value of my � estate, subject, however, to the protective trust provisions of Item Fifth hereinbelow if `�---= my said grandson has not attained the age of twenty-two (22) years at the time of final � distribution of my estate. � B. I give and bequeath unto my granddaughter, namely, ASHLEY C. � ROGERS, if she survives me, a sum of money equal to the lesser of(i) One Hundred �� Thousand $100,000.00 Dollars or(ii) ten per centwn (10%) of the net distributable � ) value of my estate, subject, however, to the protective trust provisions of Item Fifth hereinbelow if my said granddaughter has not attained the age of twenty-two (22) years at the time of final distribution of my estate. C. I give devise and bequeath all the rest, residue and remainder of my Estate, real, personal and mixed, whatsovever and w}Zeresoever situated, in equal shares unto my sons, SCOTT A. ROGERS and UOLIGLAS E. ROGERS, share and share alike, absolutely and in fee simple. If either of my sons should predecease me without lcaving lawful issue to survive him, I order and direct that my entire residuary estate shall be distributed unto the surviving son. If either of my sons should predecease me and leave lawful issue to survive me, I order and direct the share of my residuary estate otherwise di5tributable to such deceased son shall be paid over and distributed unto his issue per stirpes by representation and not per capita,but subject, however, to the protective trust provisions of Item l�ifth hereinbelow. FIFTH. I order and direct that the share of a:,y benef.ciary who has not attained the age of twenty-two (22) years shall be paid over and delivercd u�Ito my testamentary trustee, LAW OFFICES SNELBAKER EC hereinafter named, IN TRUST,NEVERTHELESS, to hold, manage, invest, accumulate income BRENNEMAN, P.C. and reinvest until the beneficiary attains the age of twenty-two (22) years, upon which event the -3- ��I��1��'��I�ff��l[��Il � ' trust shall be terminated and the then remaining net balance thereof shall be paid over to the beneficiary, absolutely. During the existence of any such trust, I authorize and empower my said trustee in the sole exercise of its discretion to use, consutne, expend and apply from time to time such amounts of income and principal as it shall deem to be necessary and proper for the beneficiary's education. The term "education" shall be interpreted and construed to mean college or other post-highscho�l training which is intended to increase the beneficiary's productivity as an adult or enhance the quality of his or her li fe. I nominate, constitute and appoint my son, namely, SCOTT A. ROGERS, to be the � Trustee of any trust created under the provisions of this Item Fifth, but, if for any reason my � said son should fail to qualify or cease so to serve, then and �n that event, I nominate, constitute � and appoint my daughter-in-law, namely, LESLEY J. ROCiF..RS, to serve as such Trustee. If both of the foregoing persons should fail to qualify as such Trustee or cease so to serve, then � and in that ultimate event, I nominate, constitute and appoint my son, namely, DOUGLAS E. ROGERS, to serve as such Trustee. SIXTH. I nominate, constitute and appoint my sons, namely, SCOTT A. ROGERS and DOUGLAS E. ROGERS, (or either of them in the event that one should fail to qualify hereunder or cease so to serve) to be the Trustees under Item Third hereinabove,to serve without bond or other security as a condition of qualificaticrn. In the event that said Trustees should reach an impasse in making a decision concerning their fiduciary duties, they shall consult my attorney, namely, RICHARD C. SNELBAKER, ESQUIRE, who shall cast the deciding voze, and the decision so made shall be binding upon the Trustees. If my said Attorney should not be able or available to make such decision, I order and direct that the Trustees shall consult, KEITH O. BRENNEMAN, ESQUIRE, who shall cast the deciding vote. If both of my sons should fail to qualify as such Trustees or cease so to serve, then and in that event, I numinate, constitute and appoint MANUFACTURLRS AND TRADERS TRUST COMPANY, sometimes known as "M&T Bank", (or its successor by merger, consolidation or LAW OFFICES SNELBAKER 8C other corporate reorganization) to be the sole Trustee of said trust. BRENNEMAN, P.C. LASTLY. I nominate, constitute and appoint my llusband, namely, C. EDWARD -4- _.:.M��if��'f�� , ROGERS, JR., to be the Executor of this, my Last Will and Testament, but if for any reason he should fail to qualify as such Executor or cease so to serve, then and in that event, I nominate, ( constitute and appoint my sons, namely, SCOTT A. ROGERS and DOUGLAS E. ROGERS, (or either of them in the event that one should fail to qualify or cease so to serve), to be the Executors hereof, each and all to serve without bond or other security as a condition of qualification hereunder. If all of the above named persons should fail to qualify as my personal representative hereunder or cease so to serve, then and in that ultimate event, I nominate, constitute and appoint MANUFACTURERS AND TRADERS TRUST COMPANY, sometimes known as "M&T Bank", (or its successar by merger, consolidation or other corporate reorganization) to be the Executor of this, my Last Will and Testament. IN WITNESS WHEREOF, I, PAMELA L. ROUERS, have hereunto set my hand and seal to this my Last Will and Testament, which consists of iive (5) typewritten pages to each of which I have affixed my signature this o'1.�� day of��:,,,,r,�,��, A.D., Two Thousand Eight �,,' (2008). �1�� c� ',.�S::�p'�:.,°,_,,.,=.c�„�L�o.�' (SEAL) PAMELA L,.��_,��OGERS The preceding instrument, consisting of this and four (4) other typewritten pages, each identified by the signature of the Testatrix, was on the date thereof signed, sealed, published and declared by PAMELA L. ROGERS, the Testatrix therein named, as and for her Last Will and Testament, in the presence of us, who, at her request, in ]�er presence and in the presence of each other,have subscribed our names as witness e��.._. � -~,�,,�e,L.L�c,�.�� .�-= � ,r /; _ti_��"_�_''�� _ — _J LAW OFFICES C SNELBAKER 8C _J BRENNEMAN, P.C. "��Il li��1��`�'1'ff��a1f'll � , � I COMMONWEALTH OF PENNSYLVANIA) � : SS. � COUNTY OF CUMBERLAND ) We, PAMELA L. ROGERS, RICHARD C. SNEI,BAKER and JANE J. COONEY, the Testatrix and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to t11e undersigned authority that the Testatrix signed and executed the instrument as her Last Will and Testament and that she had signed willingly, 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 Testatrix, signed the Will as a witness and that to the best of his or her knowledge, the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. �.2.�t2t�,�,;,,,,, ., `'� '� h.�-� Testatri� �.__..",� ,,� i ness ,r y, +T...i�/ ..��;, '„_�tness� Subscribed, sworn to and acknowledged before me by PAMELA L. ROGERS, the Testatrix, and subscribed and sworn to before me by RIC��ARD C. SNELBAKER and JANE J. COONEY, the witnesses, this ��'' day of ��' �� .� , 2008. ,� �_-:— � � otary Public LAW OFFICES � SNELBAKER SC G�`I�"i�;i{.1� .�:fa�..�s H()F P��I�;�YL�/A�NIs"� BRENNEMAN, P.C. ....._.......�....�..___,�,..__.._....__._.,� - P.it:T<"�ii%9I�'JP�� >�..iai'��..��+!��..hlfciXI�"P.J,i`�;"`3iU�!lit�IC °�9r i163'11t .:3��' �l �.=ls`Y�1��'G`('.��it:��+t3�i3li�J �hf� �: n� St�sn t �,� :..�"u�r.2�,:?I�i 1� Fv�,..,�1�:��', ' ��,s;ivc ,4�+ ,.t.!:a:,or�of�N�i��'i�s w.�,,�.1''I ff llf.�l ,