HomeMy WebLinkAbout05-12-15 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)thi
following and respectfully requests the grant of Letters in the appropriate form:
CRAIG L. NELSON
Decedent's Information
Name: FRED NELSON JR File No: 21 -15 o53
a/k/a: (Assigned by Register)
a/k/a:
a/k/a: Social Security No:
Date of Death: 04/27/2015 Age at Death: 93
Decedent was domiciled at death in CUMBERLAND County, PA (State) with his/her last
principal residence at 810 RIVERVIEW ROAD,LEMOYNE 17043 LEMOYNE Cumberland
Street address,Post Office and Zip Code City,Township or Borough County
Decedent died at 810 RIVERVIEW ROAD,LEMOYNE 17043 LEMOYNE 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 $ 1,000.00
If not domiciled in Pennsylvania................. Personal property in Pennsylvania $
If not domiciled in Pennsylvania................. Personal property in County $
Value of real estate in Pennsylvania........... $ 20,000.00
TOTAL ESTIMATED VALUE$ 21,000.00
Real estate in Pennsylvania situated at 810 RIVERVIEW ROAD,LEMOYNE 17043 LEMOYNE Cumberland
(Attach additional sheets,if necessary.)
Street address,Post Office and Zip Code City,Township or Borough County
❑X 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 05/15/2007 and Codicil(s)
thereto dated 03/09/2010
(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.
QX NO EXCEPTIONS❑ EXCEPTIONS
❑B. Petition for Grant of Letters of Administration (If applicable)
c..a.;d. .n.;d.b.n.c..a.;pedente lite;durante absentia; uran a mmonta e
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.
J
Except as follows:Decedent was not a party to pending divorce proceeding wherein the grounds for divorce had been established as define _;0 t�
in 23 Pa.C.S.§3323(g)and was neither the victim of a killing nor ever adjudicated an incapacitated person. , 01, C-.1
F1 NO EXCEPTIONSF1 EXCEPTIONS _
Petitioner(s),after a proper search has/have ascertained that Deoedent left no Will and was survived by the following spouse(iil heirs(8fih t rc!
additional sheets,if necessary): L
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
CRAIG L.NELSON 1257 WATERFRONT DRIVE
MT PLEASANT,SC 29464
843-606-2515
The Petitioner(s)above-named swear(s)or affirm(s)the statements in theJoregoing 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,Petitioner(s)will well and truly,administer the estate according to law. l`
Sworn tPAII
med and s cribed before / Date/'r!�`r lZ SGC"
me thisay Date
Date
eqr er Date
BOND Required? Yes a No To the Register of Wills:
FEES ,r\\ Please enter my appearance by my signature below:
Letters............................................ $ 4/" Attorney Signa ur
( 5 )Short Certificate(s).......... _X� rl
—
( )Renunciation(s)...............
( )Codicil(s)......................... 7 V .�
ri
( )Affidavit(s)....................... ted Name: LISA MARIE COYNE C=c7. art s--
Bond.............................................. Supreme rt a C)
Commission.........:. '
C:
�—
Other ) '1�'..................... IDN ber:ou 53788 � � _..� r,;D
� Firm Name: Coyne&Coyne,P.C.
3901 Market Street
Address:
^^r
Camp Hill,PA 170114227" `_., ►—_ n
rri
fV b
Phone: 717/737-0464 CJS
Automation Fee.............................
Fax: 717/737-5161
JCSFee.........................................
TOTAL........................................... $ E-mail: lisa@coyneandcoyne.com
DECREE OF THE REGISTER
Date of Death: 0412712015
Social Security No:
Estate of FRED NELSON JR File No: 21 -15 d5
a/k/a:
AND NOW, Moll in consideration of the foregoing Petition,
satisfactory proof having been prese ted beYorle me,IT IS DECREED that Letters Yes mentary
are hereby granted to CRAIG L.NELSON
in the above estate and(if applicable)that the instrument(s)dated 05115/2007 03/09/2010
described in the Petition be admitted to probate and filed of record as the st Will(and Codicil(s) Decedent.
-Q lL
of Wills
Copyn t(c)e se 2011 form software only The L er roup, Page 2 of 2
11105.805 REV(9/11)
RECO('DELD OFFICE OF
?p1S F!RY 12 PM 12. 2B
C; E'1171 1,, 0 r. ]LAST WILL AND TESTAMENT
ENT
OF
FRED NELSON, JR.
I, FRED NELSON, JR. of the Borough of Lemoyne, Cumberland County, Pennsylvania, declare
this to be my Last Will and revoke any will or codicil previously made by me.
ITEM 1: Upon my demise, I direct that my body be buried in a lot which I own in the
Rolling Green Memorial Park,Lower Allen Township,Cumberland County,Pennsylvania.
ITEM 2: I direct that all my just debts and funeral expenses be paid as soon as practical
after my death.
ITEM 3: I direct that all taxes and interest and penalties thereon that may be assessed in
consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from
my residuary estate as a part of the expense of the administration of my Estate.
ITEM 4: I give, devise and bequeath all of my estate of every nature and wheresoever
situate, together with insurance thereon, to my beloved wife, HARRIET M. NELSON, providing she
p4 survives me by thirty(30)days.
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ITEM 5: Should my wife, HARRIET M. NELSON, predecease me or fail to survive me
Zfor a period of thirty (30) days, I give, devise and bequeath ONE HUNDRED THOUSAND DOLLARS
Q ($100,000.00) to be divided in equal shares between my grandsons, CHRISTOPHER C. NELSON of
\k Y North, St. Petersburg,6032 53 Road Way FL 33709 and MATTHEW M.NELSON of 1969 Denver West
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Drive,Apt. 1012, Golden,CO 80401.
ITEM 6: Should my wife, HARRIET M. NELSON, predecease me or fail to survive me
for a period of thirty(30)days, I give, devise and bequeath all the rest,residue and remainder of my estate
Page 1 of 6
of every nature and wheresoever situate, together with insurance thereon including but not limited to real
estate and all personal property shall be liquidated as soon as possible and the proceeds and residue
distributed as follows:
A. Fifty percent(50%)to be divided equally between my son, CRAIG L. NELSON and my
daughter-in-law, SHELLEY A. NELSON of 1257 Waterfront Drive, Mt. Pleasant, SC
29464,per stirpes.
B. Fifty percent(50%)to be divided equally between my son, SCOTT F. NELSON and my
daughter-in-law, TERRI K. NELSON of 6805 Pioneer Road, Richmond, IL 60071,per
stirpes.
ITEM 7: My executrix or her successors shall have the following powers in addition to
those given by law to be exercised by them in their absolute discretion, which powers shall be applicable
to all property held by them, effective without the order of any court and until the actual distribution of all
such property:
0� a. To retain any investments at discretion including stock of any corporate fiduciary
hereunder or of a holding company controlling it;
b. To invest and reinvest in the executrix's discretion as permitted under Act 28 of 1999, as
amended, the "Prudent Investor Act," with the specific right to invest in stocks, bonds and real estate,
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0 including non-income producing residential real estate for the occupancy of any present income
Wbeneficiary or beneficiaries, and in such diversified, proprietary money market and mutual funds,
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r� including such mutual funds of any corporate fiduciary hereunder or those of any successor or affiliated
corporation or a holding company controlling it, as my executrix deems appropriate;
C. To sell,to grant options for the sale of, or otherwise convert any real or personal property
or interest therein, at public or private sale, for such prices, at such time, in such manner and upon such
Page 2 of 6
terms as they may think proper, and to execute and deliver good and sufficient conveyances, assignments
and transfers thereof without liability of any purchaser to see to the application of the purchase money;
d. To borrow money and to secure the repayment thereof by mortgage of real or personal
property, pledge of investments or otherwise, without liability on the part of the lenders to see to the
application thereof;
e. To compromise claims by or against my estate or any trust created hereunder;
f. To allocate and distribute different kinds or disproportionate shares of property or
undivided interests in property among beneficiaries or trusts, in cash or in kind, or partly in each;
g. To register investments in the name of a nominee or to hold the same unregistered in such
form that they will pass by delivery;
h. To join in any recapitalization, merger, reorganization or voting trust plan affecting
investments; to deposit securities under agreement; to subscribe for stock and bond privileges; and
A
generally to exercise all rights of security holders;
i. To manage, operate,repair,alter or improve real estate or otherproperty, and to lease real
estate and other property upon such terms and for such period as my executrix and trustee deem advisable
even for more than five(5)years and beyond the duration of any trust;
j. To deduct administration expenses upon either the federal estate tax return or fiduciary
ZO income tax return with or without adjustment as between principal and income, as my corporate or
W disinterested executrix shall determine;
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k. To associate with them in the absence of a corporate fiduciary, an accountant, custodian
and investment advisor, and other agents and to compensate them from principal or income or both, as my
executrix or trustee shall determine, such compensation to be a reduction of the compensation of my
executrix or trustee;
Page 3 of 6
1. To associate with them at any time, in their absolute discretion and of their choice, a
corporate fiduciary which shall have the same powers as my executrix or trustee, such designation by my
executrix or trustee and acceptance by a corporate fiduciary to be in writing;
m. To combine, without prior court approval, any trust herein with any other trust with
,substantially similar provisions, although such other trust may have been created by separate instruments
and by different persons, and, if necessary to protect different future interests, to value the assets at the
time of such combination and to record the proportionate interest of each separate trust in the combined
fund; provided however, that no such combination shall be permitted if the effect of such combination
would be (1) to violate the applicable rule against perpetuities; (2) to disqualify any interest in one or
more of such trusts for a deduction for federal estate tax purposes which would otherwise be allowable; or
(3) to cause the loss of the exempt status of one or more of such trusts from the imposition of the
generation-skipping tax;
n. To exercise any stock options which they may receive; to borrow such funds from any
source as my executrix or trustee may deem necessary for the exercise of such options; and to pledge
assets as my executrix or trustee deems appropriate for this purpose;
o. No trustee shall be required to qualify before, be appointed by, or, in the absence of a
breach of trust, account to any court(and failure to account alone shall not be considered such a breach);
ZO nor shall trustee be required to obtain the order or approval of any court in the exercise of any power or
Con
W decision granted hereunder;
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P. To allocate any generation-skipping transfer tax exemption from the federal generation-
skipping transfer tax to any property to which I am deemed the transferor under the provisions of Section
2652(a)of the Internal Revenue Code of 1986 and its successors, including any property transferred under
my will and any property not in my probate estate and any property transferred by me during life as to
Page 4 of 6
which no allocation was made prior to my death, to the extent necessary to cause the inclusion ratios
applicable to such transfers to be zero;
q. To disclaim any interest in property without court approval; and
r. To do all other acts and things necessary or appropriate in the management,
administration and distribution of my estate or trust.
ITEM 8: Until distributed, no gift or beneficial interest shall be subject to anticipation or
voluntary or involuntary alienation.
ITEM 9: I appoint my wife, HARRIET M. NELSON, Executrix of this my Last Will.
Should my wife, HARRIET M.NELSON fail to qualify or ceases to act for any reason as my Executrix,I
appoint my daughter-in-law, SHELLEY A.NELSON, alternate Executrix.
ITEM 10: I direct that my personal representative or her successors shall not be required to
give bond for the faithful performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and
Testament,this/�� day of 12007.
Pr
FRED NELSON, JR.
Signed, sealed, published and declared by the above-named Testator as and for his Last Will and
Testament in our presence, who, at his request, in his presence and in the presence of each other, have
hereunto subscribed our names as attesting witnesses.
04f'� v& 1'.Z'✓ residing at /of SAU-t.
residing at c �. .�mac; nig r �0 5 5 -C.•t
Page 5 of 6
COMMONWEALTH OF PENNSYLVANIA )
ss:
COUNTY OF CUMBERLAND )
We, FRED NELSON, JR. AA40- and
J, M/}h�¢p1 SkIwat , 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 purpose 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 or her knowledge, the Testator was at the time eighteen (18) years or
older, of sound mind and under no constraint or undue influence.
FRED LSON,JR.
.1 J_J' -/
Witness
Witness
Subscribed, sworn and acknowledged before me _len k y fT [moo fir a, by FRED
NELSON, JR., the Testator, and subscribed //a//nd sworn before me by
11AA_. H' H �2-�#4 and .fi Tr11
A
el&r.eh b�"� , the witnesses, this
/,F• day of M A4h , 2007.
Notary Public AL
COMMONVPEALTH OF PENNSYLVANIA
NOTARIAL SEAL
HENRY F.COYNE,NOTARY PUBLIC
HAMPDEN TWP.,CUMBERLAND COUNTY
MY COMMISSION EXPIRES JUNE 17 2028
Page 6 of 6
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1228
99P1CJ L�. TO LAST WILL
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FRED NELSON, JR.
I, FRED NELSON, JR., of the Borough of Lemoyne, Cumberland County, Pennsylvania, declare
this to be the sole Codicil to my Last Will, dated May 15,2007.
Item 1: I hereby revoke Item 9 of my Last Will and replace it with the following: I appoint my
son, Craig L. Nelson, Executor of this my Last Will and Testament. In the event my son, Craig L.
Nelson, predeceases me, fails to qualify or ceases to act as Executor, I appoint my daughter-in-law,
Shelley A.Nelson, alternate Executrix of this my Last Will.
Item 2: In all other respects, I hereby ratify, confirm and republish my Last Will, dated May 15,
2007, together with this sole Codicil, as and for my Last Will.
IN WITNESS WHEREOF, I have hereunto set my hand this 46Y"`of
c'fUAA C/I , 2010.
FRED NELSON,JR.
Signed, published and declared on the date thereof by the above named FRED NELSON, JR. as
and for the sole Codicil to his Last Will, dated May 15, 2007, in the presence of us, who, at his request,
in his presence, in the presence of each other,have subscribed our names as witnesses hereto.
residing at 0 /Ja
L ` residing at 3 So IV CA p C"b
S
COMMONWEALTH OF PENNSYLVANIA )
ss:
COUNTY OF CUMBERLAND )
We, FRED NELSON, JR., and
'JAI M l-� ti 1• , 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 the sole Codicil to his Last
Will, dated May 15, 2007, and that he had signed willingly, and he executed it as his free and voluntary
act for the purpose therein expressed, and that each of the witnesses, in the presence and hearing of the
Testator, signed the Codicil as witness and that to the best of his or her knowledge, the Testator was at
the time eighteen(18)years of older, of sound mind and under no constraint or undue influence.
FREDCAEW /L
Witness
itn
4' c'l , �dSubscribed, sworn and acknowledged before me ,L� yC1 J.� by FRED NELSON,
JR., the Testator, and subscribed and sworn to before me by �n �!l, (� �-(Ll 1;`�- and
S4�/1� � r�a�i ,the witnesses, this q� day of P-A/z,a� , 2010.
v 1
1 �
Notary Public (SEA
C:0-MM AL N.OE-,P NNSV.LVANIk
NOTARIAL SEAL
Henry'.F.Coyne, Not P4*:.
' ila rnpden jownship,Cumberland Countf
�'
'My Commissio»Ex,piresJuOi 17,20:t