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HomeMy WebLinkAbout06-10-15 PETITION FOR GRANT OF LETTERS REGISTER OF WILLS OF CUMBERLAND COUNTY,PENNSYLVANIA Petitioner(s)named below,who is/are 1.8 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 D-1 i 5_LWI Name: Martin J. Reese File No: a/k/a: (Assigned by Register) a/k/a: a/k/a: Social Security No: Date of Death: 4/2/2015 Age at death: 87 Decedent was domiciled at death in Cumberland County, Pennsylvania (State)with his/her last principal residence at 24 Null Lane, Shippensburg 17257 Hopewell Township Cumberland Street address,Post Office and Zip Code City,Township or Borough County Decedent died at 24 Null Lane, Shippensburg 17257 Hopewell 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: If domiciled in Pennsylvania................................All personal property $ 4,300.00 If not domiciled in Pennsylvania.............................Personal property in Pennsylvania $ Ifnot domiciled in Pennsylvania.............................Personal property in County $ Value of real estate in Pennsylvania.............................................................. $ TOTAL ESTIMATED VALUE.... $ 4.300.00 Real estate in Pennsylvania situated at: none (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 Exccutor(s)named in the last Will of the Decedent,dated 6/20=13 ,�' and Co&il(s) 71 thereto dated none c r' M Z� none o State relevant circumstances(eg.renunciation,death ofexecutor,etc) Cn Except as follows:after the execution of the instrument(s)offered for probate Decedent did not many,was not divorced,Wfias-n-o3 a paroto a pend ni g divorce proceeding wherein the grounds for divorce had been established as defined in 23 Pa.C.S.§3323(g),and did not fi'ave a child born or adopted;and Decedent was neither the victim of a killing nor ever adjudicated an incapacitated person. M NO EXCEPTIONS ❑EXCEPTIONS -- r- � rn ❑ B. Petition for Grant of Letters of Administration(If applicable) rr, c� c.t.a.,d.b.n.,d.b.n.c.t.a.,pendente lite,durante absentia,dw*nte minoriBte If Administration,e.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 defined 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 by the following spouse(if any)and heirs(attach additional sheets,if necessary): Name Relationship Address Form MY-02 rev.10/11/2011 Page 1 of 2 k Oath of Personal Representative official Use only COMMONWEALTH OF PENNSYLVANIA } } SS: COUNTY OF CUMBERLAND } Petitioner(s)Printed Name Petitioner(s)Printed Address 24 Null Lane Norma J. Reese Shippensburg PA 17257 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)will truly administer the estate according to law. Sworn t4 or affinned and subscribed be ore Date e,/G`�S me this t�� day of r Date By: ��J Date For the Register Date BOND Required: ❑ YES M NO To the Register of Wills: FEES: Please enter my appearance by my signature below: Letters. . . . ........ .. . . ..... .. $ 30.00 Attorney Signature: (1 )Short Certificates(s) ...... 5.00 n _ ( )Renunciation(s).......... , © r ( )Codicil(s) .............. r R ( )Affidavit(s)...... .. ... .. Bond ......................... P int Name: Joel R. Inger Commission .................... Su reme Court L O Other Will 15.00 ID Number: 17516 - Inheritance Return 15 -2 . P ' i '' q Inventory �S 2g-@� Firm Name: Zullinger Davis, .C:. — ?f Address: 14 North Main Street; Suite 200 r, Chambersburg f'PA 17201 •••••••• Phone: (717)264-6029 ••••••••• Fax: (717)264-1884 Automation Fee ................. 5.00 Email: jzullinger -zullinger-davis.eom JCS Fee ....................... 35.50 TOTAL ......................$ 12013A 56- DECREE OF THE REGISTER Estate of Martin J. Reese File No: a/k/a: \ AND NOW, Jug 1 _' 2015 ,in consideration of the foregoing Petition, satisfactory proof having been presented before me,IT IS DECREED that Letters Testamentary are hereby granted to Norma J. Reese in the above estate and(if applicable)that the instrument(s)dated June 20. 2013 described in the Petition be admitted to probate and filed of record as the last Will(and Codicil(s))of Decedent. Ak'oa' 9j myow�501 gi ter of Wills Form RIM2 rev.10111/2011 e-ey"I& Page 2 of 2 JRZ - 5 .1 reese. l March 28, 201°3 RECORnE�21 C'i r1v.E OF ?QIS JUN 10 09 10 01 LAST WILL AND TESTAMENT G4_ I, Martin J. Reese, of 24 Mull Lane, Shippensburg, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby declare this to be my will, hereby revoking any and all former wills and codicils thereto by me heretofore made. I. I direct that all my just debts and funeral expenses, including all expenses of my last illness, shall be paid from my estate as soon as practicable after my decease as a part of the expense of the administration of my estate. II. I give, devise and bequeath the residue of my estate of every nature and wherever situate to my wife, Norma J. Reese, providing she shall survive me by thirty days . III. Should my wife predecease me or die on or before the thirtieth day following my death I give, devise and bequeath the residue of my estate of every nature and wherever situate to my children, namely Linnelle Stabler, Martin J. Reese, Jr. , Norma Bricker, William Reese, Jeffrey Reese, Curtis Reese, Stephen Reese, Susan Wickard, LeAnne Reese-Giles, Kristi Stahlman, in equal shares, provided that the share of any beneficiary who predeceases me or dies on or before the thirtieth day following my death shall be distributed to said beneficiary' s issue, per stirpes, living on the thirty-first day following my death, and in default of any such . then-living issue, such share shall be added to the share or shares of my other named beneficiaries herein, equally. IV. In the event that anyone entitled to a share of my estate shall be under the age of twenty-one years at the time for distribution to such beneficiary, I constitute and appoint the Orrstown Bank with principal offices in Shippensburg, Pennsylvania, as trustee of any property which passes either under this will or otherwise to said beneficiary. Said trustee shall in the trustee' s sole discretion and without order of court, use principal as well as income from time to time as may appear to be necessary for the beneficiary' s welfare, comfort, medical care, recreation, support and education, without responsibility to the beneficiary or to any person taking care of the beneficiary; and the remaining balance in the hands of said trustee shall be distributed to said beneficiary when the beneficiary attains the age of twenty-one years . If such Page 2 beneficiary dies prior to attaining the age of twenty-one years, said trustee is authorized in the trustee' s discretion to pay part or all of the beneficiary' s funeral expenses and the remaining balance in the hands of said trustee shall be distributed to the beneficiary' s personal representative. In the event the funds held by the trustee for any beneficiary become in the opinion of the trustee too small for proper and efficient administration, the trustee, in the trustee' s sole discretion, may deposit such funds in a savings account in the name of the beneficiary. V. Any fiduciary under this will shall have the following powers in addition to those vested in them 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 retain any and all of the assets of my estate,_ real or personal, without regard " to any principle of diversification of risk: B. To invest in all forms of property including stock, common trust funds and mortgage investment funds without restriction to investments authorized for Pennsylvania fiduciaries as they deem proper, without regard to any principle of diversification of risk. C. To sell at public or private sale, to . exchange or to Page 3 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 they deem proper. D. To allocate receipts and expenses to principal or income or partly to each as they from time to time think proper. E. To compromise any claim or controversy. F. To distribute in cash or in kind or partly in each. G. To hold property in their names without designation of any fiduciary capacity or in the name of a nominee or unregistered. VI. The interest of the beneficiaries hereunder shall not be subject to anticipation or to voluntary or involuntary alienation; and the principal and income shall be paid by the trustee or guardian directly to or for the use of the beneficiary entitled thereto, without regard to any assignment, order, attachment or claim whatever. VII. I direct that all taxes 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 Page 4 s the administration of my estate. VIII. I appoint my wife, Norma J. Reese, as executrix of this my will . Should my wife predecease me, fail to qualify or cease to act, I appoint Martin J.. Reese, Jr. , and Norma Bricker, as co- executors of this my will . IX. No bond shall be required of any fiduciary hereunder in any jurisdiction. IN WITNESS WHEREOF, I hereunto set my hand and seal to this my last will and testament, consisting of six typewritten pages, the first four of which bear my signature in the margin for the purpose of identification thisay of 2 ;' 7,-e� 0) 194e-e— (SEAL) Signed, sealed, published and declared by the above-named testator as and for his last will and testament in our presence, who in his presence, at his request and in the presence of each Page 5 other have hereunto set our hands as attesting witnesses. ""'S'PA PA We, Martin J. Reese, �OQ� f\. J��11p,CJ� and NtlYp �i� CYJ d.QY 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 testament 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 said testator signed the will as witnesses and to the best of their knowledge said signer was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. Testator fitness Wit ss Subscribed, sworn to and acknowledged before me by the above-named signer and subscribed and sworn tobeforeUie by the ab e-named witnesses this aOm day of 2 C w Notary Pqflic NOTARIAL SEAL TRICIA L BAILEY Page 6 Notary Public SHIPPENSBURG BOROUGH,CUMBERLAND COUNTY My Commission Expires Sep