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HomeMy WebLinkAbout06-15-15 Reset PETITION FOR GRANT OF LETTERS REGISTER OF WILLS OF ��1 v��P>�u� G� 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 . /,�/ �� l4�� Name: v'C 1 File No: � [ _ a/k/a: (Assigned by Register) a/k/a: a/k/a; Social Security No: Date of Death: � �('� (5 Age at death: Decedent was domiciled at eath in �/ ��'��� Cou}�ty, Y� ��°rT �` �/u�� � (Srare)with his/ er 1 st principal residence at �' t�� 5 ��e r" i �'( °'�';,� �C ✓` �J �^" °,��G� � Street address, ost Office Zip Code � �� `d� d� n ' 'or Boro h unty Decedent died at �S�C�. �l�ILI� � �� �U �0 �G�1��� ti�J���� �� � � ��n �� Street address,Pos OfTce and Zip Code City,Township or Borough County State Estimate of value of decedent's property at death: aO 6 p�f v �,l If domiciled in Pennsylvania.. ............ .............. All personal property $ �1 , V If not domiciled in Pennsydvania. . ... ..... ..... ... .... .. Personal property in Pennsylvania $ If not domiciled in Pennsylvania. .. ......... ..... ... .... Personal property in County $ Value of real estate in Pennsylvania.................. .................. .... ..... . ... . . ...... $ TOTAL ESTIMATED VALUE. ... $��� �O 0.00 Real estate in Pennsylvania situated at: //a J ��B• �O c"� (Attach additional sheets,if necessary.) Street address,Post Office and Zip Code City,1'ownship or Borough County A. Petition for Probate and Grant of Letters Testamentary r Petitioner(s)aver(s)he/sh�y js�are the Executor(s)named in the last Will of the Decedent,dated 1 U � �U f J'r 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 bom 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 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. 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 vicrim of a killing nor ever adjudicated an incapacitated person. O NO EXCEPTIONS �EXCEPTIONS �� . Petitioner(s),after a proper search has/have ascertained that Decedent left no Will and was survived by the followin�ouse(if any�id heir�,�adt�h additional sheets,if necessary): G G' c-- `�`� c� �::. - .�-"....... ..,. -.'t Name Relationshi Address' - �r=, 4 -_ �''' C.t"1 ;,"> �..,� : .,� -;7 _' � 'Y .. �? ,�...� ...y_f . � ,a� -�" - �'� „ -1 � Form RW-02 rev. 10/11/2011 Page 1 Of Z Oath of Personal Representative Official Use Only�,, c� �:: 3 c r'�' :'a r-z COMMONWEALTH OF PENNSYLVANIA } �^,� � �-- �_� `� f � (� r 3 } S S: ,r� " � �-:� 7- �:.r -t COUNTY OF �V�^1���IC4-1( } "�=: �--� E—' -�; Petitioner(s)Printed Name Petirioner(s)Printed Address;4.- _� " - " ' r,., `.> .,� �h f �,� �s� � (� P � . ���,� � .� ,._. - _:.� '_�.. f.;.� � � -;� 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 Dece�le�tf�the Petitione(s) �11 w 1 and truly administer the estate according to law. . � Sworn to or affirmed anci�ubscribed b ore - ` 1�.� �� Date � /5 �J me th' " � day of , �/� Date By: � Date the egister Date BOND Required: Q YES Q NO To the Register of Wills: FEES' Please enter my appearance by my signature below: Letters.. . . . . . . . . . . . . . . . . . . . . . $ ��v �o d Attorney Signature: �� (�'' ( � )Short Certificate(s).. . . . . (1 ( )Renunciation(s).. . . . . . . . ,, ( )Codicil(s). . . . . . . . . . . . . � , :�"'c""' ( )Affidavit(s).. . . . . . . . . . . —�'rji /� Bond.. . . . . . . . . . . . . . . . . . . . . . . Printed Name: ��r'��Q S ` ��(. � Commission. . . . . . . . . . . . . . . . . . Supreme Court ��„�r �f ther/ . . . . . . . . ID Number• � �� � 7 Il . . . . . . . �,.. . . . . . . . . Firm Name: •-�-d�..�P/ 1 ���sl i`t U�.� , , . . . . Address: "~� ��' G � . . . . . . � �� . . . . . . Phone: ��� �,,�,_ � 7 J 6�G � Automation Fee. . . . . . . . . . . . . . . ' Fax: 7 " �- ^ JCS Fee. . . . . . . . . . . . . . . . . . . . . ' Email: -w C � ' � TOTAL. . . . . . . . . . . . . . . . . . . . . $ °-9-A�— d Cj V") C1 � DECREE OF THE REGISTER Estate of � . / File No: � � _/��1 (O �� a/k/a: AND NOW, ,d�U�i� , in consideration of the faregoing Petition, satisfactory proof h ing been presented before me,IT I EC E D that ette�s � are hereby granted to � �� in tlie above estate and(if appli ble)that the instrument(s)dated described in the Petition be admitted o probate and filed of�eco as the last Will (and Co i il(s))of Decedent. �,��/���''r�l Register of Wills , Form RW-02 rev. 10/11/2011 P ge 2 2 �. iurrr,..ic,rrnn � r �, REGISTER OF WILLS CERTIFICATE OF CUMBERLAND COUNTY GRANT OF LETTERS PENNSYLVANIA � � � oF cv,y ,, ', � e� No. 2015- 00672 PA No. 21- 15- 0672 J�� �r=� �9 Estate Of: JAYD HUGI �` D v (Fi�st,Middle,Lastl V �� La te Of: MECHANICSBURG BOROUGH CUMBERLAND COUNTY M N Deceased Social Securi ty No: 7750 WHEREAS, on the 16th day of June 2015 an instrument dated May 29th 2015 was admitted to probate as the last will of JA Y D HUGI /First,Middle,Lastl Iate of MECHANICSBURG BOROUGH, CUMBERLAND County, who died on the 30th day of May 2015 and, WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, LISA M. GRAYSON, ESQ. _, Register of Wi11s in and for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to: CYNTHIA L LANDIS who has duly qualified as EXECUTOR(R/X) and has agreed to administer the estate according to law, all of which fu11 y appears of record in my offi ce a t CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYL VANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office on the 16th day of June 2015. ,' i,l.�C� �;�''}� ��� ��r�� l� � � Regisier ��lls �� C> f'` � � � � � ` � 7 ��i ��� F-1 j�.. � t a �. !_ __ ;/ t.y!'�.''r _ ,' �:.�__//� "�" " � �,_ �'T� c:;- - ,� Deputy t;�� - f:--- t � c.:,: �.:� _ `--__-- <�. C: , , , 1 i. CO - ! ; . _ .. �. , .., C', ;. , �� ..: ..._ C:'.�` C:�,, �--' <.:y _. C:'> �_ � CJ �".`�,' L..1 � t.:1 � i:� �� � (.`:_ � p -+.. t �7 �_? �.J,. r�.. **NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST) �iiirP.,,ir rr�iirr p wILL OF JAY D. HUGI I, JAY D. HUGI, of Dauphin County, Pennsylvania, make this my Last Will, hereby revoking any and all former Wills or Codicils made by me. ARTICLE ONE Pavment of Last Expenses I direct my Personal Representative to pay the expenses of my last illness and my funeral expenses as soon as may be convenient after my death. ARTICLE TWO Tansible Personal Property Section 1. I give my automobiles, household and personal effects, and other tangible personal property of like nature (not including cash or securities), together with any existing insurance thereon,as I may have provided in a memarandum kept with the original of this Will, or to the extent not so provided, to CYNTHIA L. LANDIS, to do with as she desires. Any such property not so distributed shall be sold and the proceeds adcled to my residuary estate and pass under Article Three hereof. ARTICLE THREE Residue Section l. Section 1. I give all of the residue of my estate to CYNTHIA L. LANDIS, if she survives me by thirty (30) days. Any such property not so distributed shall be sold and the proceeds added to my residuary estate passing under A�-ticle Three of this Will. ; ..? �.�> � e-� ; -=� rn � n r_.,i �_ c--� c`� :,�. � ,- _ ��� -�.:; �. :,:� -.-,T �r, - ,_. ;-; _.. c� _� ....:7 ._,_ N ,. .j .,_ C.r i ''a ,-.. _. . .. � a �;. : --a , � �.7 , � :� � _, .. . t..> ;Y� �_ � i.,� ' -y o{Lo�zrt�t} r � ,� iurx�•ir rrriirr � ARTICLE FOUR Personal Renresentative I appoint CYNTHIA L. LANDIS, as my Personal Representative under this Will. My said Personal Representatives, or any successor Personal Representative(s), shall have the authority, in his or her sole discretion, to appoint another indiviaual or bank as an additional or successor Personal Representative, or to renounce his or her appointment in favor of another individual or a bank. In addition to the powers conferred by law,my Personal Representative shall have the following discretionary powers, exercisable without the need to obtain court approval: Section 1. Power to Retain Assets. To retain as part of my estate any property received hereunder, without any duty of diversification. Section 2. Power to Invest. To invest and reinvest the principal of my estate in such stocks,bonds, mortgages, securities or other property,real or personal,without being limited to the classes of securities or investments in which fiduciaries are by law authorized to invest funds. Section 3. Power to Deal With Assets. To sell, exchange, lease, encumber, option or otherwise dispose of all or any portion of my estate, real or personal in such manner and upon such terms and conditions as are deemed advisable, and to make, execute and deliver any documents necessary to effectuate any powers herein granted. Section 4. Tax Powers. In connection with the making and filing of all income tax, estate, inheritance and other death tax, gift tax and other tax returns and the paying of such taxes,to make such elections,decisions,concessions and settlements, including extensions of time for the payment of any Federal estate taxes or other taxes due, as may be deemed proper, without liability to any person thereby affected, and without the necessity of making compensating adjustments. Section 5. Power to Distribute in Kind. To make distributions of my estate in cash, in kind, or partly in cash and partly in kind; and to make non-pro rata distributions in kind without consideration of the income tax basis of the assets distributed. Section 6. Advance Distributions. To make advance distributions in an estimated amount to fund the respective Trusts established under my Revocable Trust. Section 7. Allocation of Generation-Skippin�� Exemption. I expressly authorize my Personal Representative to allocate, pursuant to Section 2631(a) of the Internal Revenue Code of 1986, as amended, any unused Federal generation-skipping transfer tax exemption which may be available as of the date of my death to any property with respect to which I am the transferor for generation-skipping tax purposes,whether or not such property passes under this Will or otherwise and whether or not such property was transferred during my lifetime or by reason of my death;provided,however,that it is my desire,but not my direction,that my Personal Representative allocate said exemption in the following order of priority: (a) to all direct skips - 2 - �mrr•,ir rrrmt + other than any direct skips resulting from a disclaimer;and(b)to property distributed to the Family Trust established under Article Three of my Revocable Trust, unless my Personal Representative shall determine otherwise for good reason. My Personal Representative also shall be authorized to exclude any property with respect to which I am the transferor from any such allocation of such exemption. My Personal Representative shall be authorized to make any election relating to the allocation of such exemption. Any such allocation or electic�n made by my Personal Representative shall be made without the necessity of obtaining court approval and shall be binding on the transferee of any inter vivos generation-skipping transfer I may have made and on all persons interested in my estate or in any trust established or to be established therefrom. Any good faith exercise, partial exercise or failure to exercise the authority granted to my Personal Representative hereunder shall not be subject to complaint or appeal by any party, and I hereby indemnify my Personal Representative against any and all such claims and costs (including attorneys' fees) associated therewith. Section 8. Business Powers. My Personal Representative may carry on any business owned and operated by me or my estate as a sole proprietarship or any business conducted by a limited or general partnership of which I or my estate was a partner for whatever period of time my Personal Representative may deem advisable,and to that end my Personal Representative shall have the power to do any and all things deemed necessary or appropriate,including the power to pay any negative cash flow, the power to incorporate any such business or hold the stock as an investment,the power to borrow and pledge assets held in trust as sectirity for such borrowing,the power to liquidate or sell any such business or such interests therein at public or private sale and at such times and upon such terms as my Personal Representative deems advisable, and the power to employ agents to manage and operate such business without liability for the actions of any such agents, or for any loss, liability, or indebtedness of such business, if the management is selected or retained with reasonable care. Section 9. Real Estate and Proceeds. I do not wish to have the value of my estate reduced by the forced sale of any real estate which I may own at my death. I therefore authorize my Personal Representative to retain such real estate u��til such time as it can be sold for its fair market value and, if necessary in order to provide funds for the payment of any debts, expenses, estate taxes, inheritance taxes,transfer taxes and other taxes of a similar nature payable by reason of my death, I autharize my Personal Representative to borrow money and for that purpose to mortgage any such real estate and to execute and deliver all notes, bonds, mortgages, and other instruments and to perform all acts necessary, proper or convenient in connection therewith, any and all such loans and mortgages to be made in the sole discretion of my Personal Representative and for such amounts and upon such terms as m}� Personal Representative deems proper. I authorize my Personal Representative, without the necessity of petitioning any court for approval ar confirmation, to sell at any time all or part of the real estate in my residuary estate to any one or more of my children or their issue for such price and upon such terms and conditions as all of my surviving children may agree. -3 - _��i�irr.,•ir rrrmt � ARTICLE FIVE Waiver of Bond I direct that no Personal Representative or any other iiduciary named hereunder shall be required to give bond for the faithful performance of duty in any jurisdiction. ARTICLE SIX Source of Pavment of Debts, Expenses and Taxes All estate taxes, inheritance taxes, transfer t�es and other taxes of similar nature, together with any interest and penalties thereon, payable by reason of my death upon the property constituting my gross estate for death tax purposes,whether or not such property passes under this Will, and all debts, costs of administration and other proper expenses, paid by my Personal Representative shall, except to the extent paid by my Trustees, be paid from the principal of my residuary estate passing under Article Three, without reimbursement from or apportionment among the legatees or devisees or persons having a beneficial interest in any such property. Assets sold by my Personal Representative to make payments hereunder shall be selected, to the extent advisable, so as to minimize the recognition by my estate of gain for income tax purposes. My Personal Representative may enter into such agreement to pay all or any part of the death taxes on any future interest as may be deemed appropriate, and such agreement shall be binding upon all parties in interest. ARTICLE SEVEN Interpretation of Will Section 1. Sin�ular and Plural• Use of Gender. Whenever used herein, the singular shall include the plural,the plural the singular and the use of�any gender shall be applicable to all genders. Section 2. Definition of Child. Children or Issue. Whenever the terms"child," "children" and"issue"are used herein, such terms shall be interpreted to include adopted children, regardless of the date of adoption, with full effect as if they were the natural children of the adopting parents. Such terms are also intended to include persons in gestation at any pertinent time under this Will, provided such persons survive birth by thirty (30) days. Section 3. Captions. The captions of articles and sections of this Will are for convenience of reference only and shall not affect the interpretation of this Will. Section 4. Governing Law. I hereby declare that I am a domiciliary of the Commonwealth of Pennsylvania and that the succession laws and other applicable laws of the Commonwealth of Pennsylvania shall control the interpretation of this Will and the ownership of - 4 - ,����iur�...ir irnRr � any other property passing at the time of my death other than under this Will, and that no succession laws of any other nation or state shall have any applicability to this Will or the ownership of any other property passing at the time of my death other than under this Will. IN WITNESS WHEREOF, I have hereunto set my hand and seal to the original of this Will only this 29th day of May, 2015. � c���`������ (SEAL) Wi nes�s JA D. GI I ` ��� Witness Signed, sealed, published and declared by the above-named JAY D. HUGI, as and far said person's Will in the presence of us and each of us, who, at said person's request, in said person's presence and in the presence of each other, have hereunto subscribed our names as witnesses thereto the day and year last above written. �� / � Residing at Harrisbur�, Pennsylvania r d � Residing at_l3arrisbur ,�nnsvlvania - 5 - � iiirrr,.n rrrmt ^ ACKNOWLEDGMENT AND AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA ) ) SS: COUNTY OF DAUPHIN ) 6����'j y�'a-, We, JAY D. HUGI, Thomas P. Gacki, and�u.0(���'+1 , the Maker of this Will 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 Maker signed and executed the instrument as the Maker's Last Will and that the Maker signed willingly, and that the Maker executed it as the Maker's free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Maker, signed the Will as witnesses and that to the best of their knowledge the Maker was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. � �� � ��v�.z�, ,�� itness JA . HUGI � �� itness SUBSCRIBED, sworn to and acknowledged before me by JAY D. HUGI, the Maker, and subscribed and sworn to before me by Thomas P. Gacki and =����a gr ad e-� +r�i�- witnesses, this 29th day of May, 2015. ����''� �Ci CL'Q.��C►��t��� Not Pub'�i My Commission Expires: WFJaLTH OF P NE�V_SY VANIA hiotarial Seal )udy M.Cadenhead, Notary Public Gty of Harrisburg, Dauphin County My Commission Expires lune 1S, 2017 MEMBER VENNMVM:A ASSOCdAT10N OF NQT - 6 - ���nu.n..,.�ir irnin �