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HomeMy WebLinkAbout04-02-15 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: Decedent's Information ? Name: NEDRA L. CROMER File No: .7 a/k/a: (Assigned by Register) a/k/a: a/k/a: Social Security No: Date of Death: MARCH 25, 2015 Age at death: 80 Decedent was domiciled at death in CUMBERLAND County, PENNSYLVANIA (State) with his/her last principal residence at 129 WALNUT BOTTOM RD., SHIPPENSBURG SOUTHAMPTON TWP CUMB Street address,Post Office and Zip Code City,Township or Borough County Decedent died at 129 WALNUT BOTTOM RD., SHIPPENSBUF SOUTHAMPTON TWP CUMB PA Street address,Post Office and Zip Code City,Township or Borough County State Estimate of value of decedent's property at death: Ifdomiciled in Pennsylvania............................ All personal property $ 40,000 Ifnot domiciled in Pennsylvania. ...... ................. Personal property in Pennsylvania $ If not domiciled in Pennsylvania. :**... ..­­­**­­ Personal property in County $ Value of real estate in Pennsylvania......................................................... $ TOTAL ESTIMATED VALUE. ... $ 40,000 Real estate in Pennsylvania situated at: (Attach additional sheets,ifnecessary.) 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/she/they is/are the Executor(s)named in the last Will of the Decedent,dated JANUARY 22, 2015 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.,pendente lite,durante absentfr'ura ritate G� 4 p If Administration,Gt.a. or db.n.c.t.a.,enter date of Will in Section A above and co>l§610e list of irs.-- -;o Except as follows: Decedent was not a party to a pending divorce proceeding wherein the grounds for divo f ban establishe4 fined in 23 Pa.C.S.§3323(g)and was neither the victim of a killing nor ever adjudicated an incapacitated person. ;o y. TJ Q ❑NO EXCEPTIONS ❑EXCEPTIONS Petitioner(s),after a proper search has/have ascertained that Decedent left no Will and was survived by the followin0sp6dsQf anyMd hei (�ch additional sheets, if necessary): +,y. tC",, Cin G� Name Relationship Address` T',T Form RW-02 rev. 10/11/3011 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 MICHAEL E. CROMER 1592 WALNUT BOTTOM RD., NEWVILLE, PA 17241 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 Petitioner(s)wi well and truly administer the estate according to law. Sworn to or affirmed a utas ribed before Date me thi day of Date By: Date e gister Date BOND Required:[]YES mNO To the Register of Wills: FEES: Please enter my appearance by my signature below: Letters . . . . . . . . . . . . . . . . . .. . . . $ 90.00 Attorney Signature• ( 2 )Short Certificate(s)... . . . 10.00 ( )Renunciation(s).. . . . . . . . C ( )Codicil(s). . . . . . . . . . . . . ( )Affidavit(s).. . . . . . . . . . . Bond.. . . . . . . . . .. . . . . . . . . . . . . Printed Name: ARCUS A. McK GHT III Commission. . . . .. . . . . . . .. . . . . Supreme Court Other . . . . . . . . ID Number: 25476 WILL . . . . . . . 15.00 INH TAX RETURN . . . . . . . . 15.00 Firm Name: IRWIN &McKNIGHT, P.C. WILL . .. . . . . . 15.00 Address: 60 WEST POMFRET STREET . .. . . . . . CARLISLE, PA 17013 r • . . . . . . . . Phone: (717)249-2353 Automation Fee..... . . . . . . . . . . . . 5.00 Fax: (717)249-6354 7QS Fee. . . .. . . 1 . 11 . . . 1 . . . . . . 35.50 Email: TOTAL. . . . . ..... . . . . . . . . . . . . . $ 185.50 DECREE OF THE REGISTER Estate of NEDRA L. CROMER File No: ���}3� a/k/a: AND NOW, ,in consideration of the foregoing Petition, satisfactory proof hav g een presented before me,IT IS DEC ED that Letters TESTAMENTARY are hereby granted to MICHAEL E. CROMER in the above estate and(if applicable)that the instrument(s)dated JANUARY 22,2015 described in the Petition be admitted to probate and filed of record as the last Will(9d Codicil(s))of Decedent. e ster of Wills Form RW-02 rev.1011112011 Page 2 of 2 f Last Will and Testament of Nedra L. Cromer c> `Ta I,NEDRA L. CROMER, of Shippensburg, Cumberland County, Pe"niiso1wilia,�ing f 4> sound mind, disposing memory and full legal age,do hereby make,publish anid,4*' e this to my Last Will and Testament,hereby revoking all Wills and Codicils heretofore rade bye ,- rn ...7y y._ c.a CP 71° ONE. I direct my Executor to pay all of my debts,funeral and administrative expenses. 45 as soon as convenient after my decease. Furthermore,I direct that all state, inheritance, succession and other death taxes imposed or payable by reason of my death and interest and penalties thereon with respect to all property composing of my gross estate for death tax purposes, whether or not such property passes under this will, shall be paid from my estate, and that none of the aforesaid taxes shall be prorated among those persons or entities named herein or otherwise beneficiaries hereunder. TWO. My Executor may,at his discretion,compromise claims, borrow money,retain property for such length of time as she may deem proper; lease.and sell property for such prices, on such terms, at public or private sales, as he may deem proper;and invest estate property and income without restriction to legal investments unless otherwise provided hereunder. I authorize and empower my.Executor to sell any realty and/or personally owned by me at my death and not specifically devised or bequeathed herein,at public or private sale or sales and to give good and sufficient deeds and/or bills of sale therefor, in fee simple, as I could do if living. My Executor is authorized and empowered to engage in any business in which I may be engaged at my death, for such period of time after my death as seems expedient to said Executor. THREE: I authorize and empower my Executor to sell any realty and/or personalty owned by me at my death and not specifically devised or bequeathed herein, at public or private sale or sales and to give good and sufficient deeds and/or bills of sale therefor, in fee simple,as I could do if living. My Executor are authorized and empowered to engage in any business in which I may be engaged at my death, for such period of time after my death as seems expedient to said Executor. FOUR: I specifically give, devise and bequeath the sum of Three Thousand and no/100 ($3,000.00)Dollars to the HUMANE SOCIETY OF HARRISBURG,PENNSYLVANIA. FIVE: I give, devise, and bequeath all of my estate of every nature and wherever situate as follows: A. One-third(1/3)to my son, MICHAEL E. CROMER,per stirpes, which provides that the child or children of any deceased heir or beneficiary shall take the share their parent would have taken if living; B. One-third(1/3)to my grandson, ABRAM A.CROMER; and C. One-third(1/3)to my daughter, CINDY L. CROMER. SIX: Should the gift in Paragraph Five C take effect, then said One-Third (1/3) share shall be held in Trust by the hereinafter-named Trustee according to the following terms and conditions: A. If CINDY L. CROMER is then living,the Trustee shall hold her share of my estate in a Trust for the primary benefit of my said daughter,who is disabled. In providing for the establishment of this Trust for the benefit of my said daughter, I am aware of the special circumstances and disabilities affecting CINDY L. CROMER which may cause or will cause her to be eligible for various local, state and federal benefits and entitlements, as well as possible assistance provided by various private agencies and organizations. The primary purpose of this Trust is to assure that CINDY L. CROMER achieves her maximum potential and leads as full, independent and normal a life as possible. 2 To that end,it is my wish that the Trustee view themselves not only as Trustee in the traditional sense,but also as protector, guardian and advocate for my said daughter. Correspondingly,the Trustee shall expend the income and principal of the Trust in ways that best further these goals, and under the following terms and conditions: (1) The Trustee,within his complete and unfettered discretion, shall apply the income and principal of the Trust in furtherance of the purposes of the Trust as set forth in Paragraph A. above and generally to enhance the life of my daughter, CINDY L. CROMER, if living,but only to the extent not provided for by insurance or by Federal, State, Local or any other assistance program of any nature whatsoever,including Supplemental Security Income benefits under the Federal Lncome Maintenance Program as then existing. To the extent that benefits are not made available to CINDY L. CROMER for other than basic living expenses, including food and shelter,the Trustee, in their absolute discretion, may distribute from income and principal,for the benefit of CINDY L. CROMER, for her needs other than basic support. Any income not so expended shall be accumulated and added to principal. For the purposes of this provision,non-support purchases include,but are not limited to dental care; unreimbursable medical and dental expenses not covered by Medicare or Medicaid, including plastic and reconstructive surgery, diagnostic work and treatment, rehabilitative training and experimental medical services; psychiatric/psychological services; occupational therapy;prosthetic devices; dietary needs and supplements; custodial care or supplemental nursing care; recreation, cultural experiences, outings and travel, including payment for others to accompany CINDY L.CROMER; telephone and television, including cable television; reading and educational materials; internet access; exercise equipment; unreimbursed therapy;purchase of a primary residence and related 3 insurance. The Trustee discretion in making distributions authorized hereunder is absolute with regard to distributions from the Trust estate, and shall be binding on all interested persons. The income and principal of this Trust may therefore be used as judged necessary and appropriate as a supplement to,but not to supplant, such Federal, State, Local or ether assistance,and to the extent the income of this Trust is not used,the Trustee may accumulate the income and add it to the principal of the Trust. This Trust is for the primary benefit of my daughter, CINDY L. CROMER,and her present and future needs shall be considered first. (2) The Trustee is empowered to collect and expend on behalf of my said daughter, CINDY L. CROMER, all governmental financial assistance benefits to which she is otherwise entitled; provided that such funds shall not be co-mingled with the other funds of this Trust. (3) In the exercise of discretion with respect to income and principal distributions for CINDY L. CROMER, if any,the Trustee shall bear in mind my express desire to preserve,to the greatest extent possible,this Trust's assets for the benefit of my daughter, CINDY L. CROMER. The foregoing sentence is in no way intended to limit the sole and absolute discretion of the Trustee with respect to such distributions or to give any remainderman any right to challenge any distribution made by the Trustee in the proper exercise of such discretion. Rather, said sentence is intended to aid the Trustee and any Court or administrative agency in properly interpreting my intent in establishing this Trust, namely,that the needs of my daughter, CINDY L. CROMER, be provided for only to the extent that governmental benefits and entitlements and other resources are either unavailable, inadequate, or have been exhausted. 4 (4) If for any reason,the special circumstances and disabilities affecting CINDY L. CROMER should cease to exist, such that she will no longer be eligible for various local, state and federal benefits and entitlements, as well as possible assistance provided by various private agencies and organizations,then it is my wish that the Trustee,at their complete discretion, elect to terminate this Trust, and distribute the remaining principal and interest directly to my daughter, CINDY L. CROMER. (5) If any governmental agency determines that this Trust is an"available resource"to be utilized and exhausted to pay for services for CINDY L. CROMER, otherwise provided by public funding,then the Trustee may, at his complete discretion, elect to terminate this Trust, in which case the Trust assets may be distributed in accordance with Paragraph(6)below as if my said daughter, CINDY L. CROMER,was then deceased. (6) Upon the death of my said daughter, CINDY L. CROMER, or in the event she should predecease me,the principal of this Trust as then constituted,together with any accrued and undistributed income thereon, shall be distributed in the following manner: (a) Should my daughter, CINDY L. CROMER die without surviving issue,then One Hundred Percent (100%)thereof shall be distributed, unto her brother, MICHAEL E. CROMER. (b) All shares of principal and income shall, until actual distribution to the respective beneficiaries,be free from the debts,contracts, alienations and anticipations of any beneficiary or beneficiaries, and the same shall not be 5 liable to any levy, attachment,execution or sequestration. (c) Upon the death of any income beneficiary,any accrued, accumulated or undistributed income held or received by the Co-Trustees shall be paid to the person or persons for whose benefit the principal producing such income is continued in Trust or to whom such principal is distributed under the terms hereof. (d) All dividends on shares of a corporation, forming a part of the principal,which are payable in the share of the corporation itself of the same kind and rank as the shares on which such dividend is paid shall be deemed principal. SEVEN: I nominate and appoint MICHAEL E. CROMER to serve as Trustee of the Trust created in Paragraph Six hereof. EIGHT: I appoint MICHAEL E. CROMER to be the Executor of this my Last Will. NINE: No person(s) shall benefit hereunder unless such beneficiary shall survive me by sixty(60) days. TEN: No Executor or Trustee acting hereunder shall be required to post bond or enter security in this or any jurisdiction. ELEVEN: No beneficiary may assign, anticipate or pledge his or her interest in any income or principal held or distributable hereunder, and no beneficiary's creditors may levy, attach or otherwise reach any such interest. TWELVE: The validity and administration of the Trust established hereunder and any questions or disputes relating to the construction or interpretation of said Trust shall be governed and construed in accordance with the laws of the Commonwealth of Pennsylvania. 6 THIRTEEN: If any person entitled to share in any distribution under the terms of this my Last Will and Testament becomes an adverse party in any proceeding to contest the probate of this Last Will and Testament, such person shall forfeit his or her entire interest inherited hereunder and all provisions in favor of such person shall be declared void and of no effect. The share of such person so forfeited shall be distributed as part of the residue hereof, except that if such person is entitled to share in the said residue, that interest shall be distributed proportionately to the other residuary distributees. IN_WITNESS WHEREOF, I have hereunto set my hand and seal this 22nd day of January 2015. NEDRA L. CROMER Signed, sealed,published and declared by the above-named Testairix, as and for her Last Will and Testament, in the presence of us, who, at her request and in her presence and in the presence of each other have subscribed our names as witnesses hereto. 7 ACKNOWLEDGMENT AND AFFIDAVIT WE, NEDRA L. CROMER, KAREN S. NOEL and SHARON L. SCHWALM, the Testatrix and witnesses respectively, whose names are signed to the 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, and that she executed it as her free and voluntary act for the purpose herein 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 their knowledge the-Testatrix was, at that tithe, eighteen years of age or older, of sound mind and under no constraint or undue influence. ED CROMER KAREN S. NOEL SHARON L. SCHWALM COMMONWEALTH OF PENNSYLVANIA : : SS: COUNTY OF CUMBERLAND Subscribed, sworn to and acknowledged before me by NEDRA L. CROMER, the Testatrix herein, and subscribed and sworn to before me b KAREN S. NOEL and SHARON L. SCHWALM,witnesses,this 22nd day anu 015. NOTARIAL SEAL JOHANNA L KAPURA ublic Notary Public - CAMP HILL BOROUGH,CUMBERLAND COUNTY My Commission Expires Jun 5,2015 8