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HomeMy WebLinkAbout06-25-15 PETITION FOR PROBATE AND GRANT OF LETTERS Register of Wills of Cumberland County, Pennsylvania Petitioner, named below,who is 18 years of age or older, applies for Letters as specified below, and in support thereof, avers the following and respectfully requests the grant of Letters in the appropriate form:: DECEDENT'S INFORMATION Estate of WALTER N. SHELLENBERGER File No. .I- 1 - TZO Deceased Social Security No. Date of Death: June 13, 2015 Age at Death: 97 Decedent was domiciled at death in CUMBERLAND County, Pennsylvania,with his last family or principal residence at 4.833 E. Trindle Road, Mechanicsburg, Cumberland County, PA17055 (List street,address,town/city,county,state,zip code) Decedent died at Country Meadows,4833 E.Trindle Road Mechanicsburg, 17055 Mechanicsburg Boro Cumberland Co. PA List street,address,Post Office and zip code city,township or Borough County State, Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property.....................................................................$ 150.000.00 (If not domiciled in PA) Personal property in Pennsylvania.....................................$ (If not domiciled in PA) Personal property in County....................................................$ Value of real estate in Pennsylvania......................................................................................................................$ Total.........................................................................................................$ 150.000.00 Real Estate situated as follows: (attache additional sheets ifnecessary) Street address,Post Office and Zip Code City,Township or Borough County,State IJ A. Petition for Probate and Grant of Letters Testamentary Petitioner avers he is the Co-Executor named in the Last Will of the Decedent dated July 23, 2004 The Decedent named his wife. Ruth V. Shellenberger to serve as Executrix of his Last Will and Testament. Ruth V. Shellenberger predeceased the Decedent having died April 30, 2015. State relevant circumstances,e.g.renunciation,death of Executor,etc. «a Except as follows, After the execution of the instrument offered for probate, Decedent did not mWy was not:EAvorGad5nd was not a party to a pending divorce proceeding at the time of death wherein grounds for divorceliak been eWabliped)as defined in 23 Pa.C.S.A. § 3323(g) and did not have a child born or adopted and the Decedent w5s:e itber t6ivictir e(;'a killing and was never adjudicated an incapacitated person 0 NO EXCEPTIONS O EXCEPTIONS <� -322 ❑ B. Petition for Grant of Letters of Administration (if applicable) c r= enter:c.t.a.;d.b.n.c.t.a.;pendent elite;durante absentia;durar"ino�_ (tD C7 _n If Administration, c.t.a. or d.b.n.c.t.a., Except as follows: Decedent was not a party to a pending divorce proceeding at the time of death wherein grounds for divorce has been established as defined in 23 Pa.C.S.A. § 3323(g) and was neither a victim of a killing and was never adjudicated an incapacitated person 0 NO EXCEPTIONS O EXCEPTIONS Petitioner, after a proper search, has ascertained that Decedent left no Will and was survived by the following spouse(if any)and heirs(attached additional sheets, if necessary) Name Relationship Residence OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA Official Use Only COUNTY OF CUMBERLAND Petitioner's Printed Name Petitioner's Printed Address DONALD J.SHELLENBERGER 43 TAVERN HOUSE HILL MECHANCISBURG, PA 17055 The Petitioner above-named swears or affirms that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner and that, as personal representative of the Decedent, Petitioner will well and truly administer the estate according to law. Sworn to and affirmed and subscribed sCJ _ DONALD J.SHE ENBERGER 67 Before me this' day of 70: rn. 2015. o c-- 6) c�.'.a _ .�.. i �0 Do Gam, - res ,� or the Register r rn cri -�o BOND Required ❑ YES Q NO `' `' = FEES c: f—' i� rn 71 To The Register of Wills _0 U) Letters........................... $ 260.00 Please enter my appearance bylmy signaturebelow: {4) Short Certificate(s) $ 20.00 Attorney Si nature: { } Renunciation........... $ { ) Codicil(s) $ ,�-° 1111A { )Affidavit(s).................. $ Bond $ Commission $ Printed Name: RICHARD W. STEWART Other $ Supreme Court Will $ 15.00 I.D. No: 18039 Inher. Tax Return $ 15.00 Firm Name: Johnson, Duffie, Stewart & Weidner, Inventory $ 15.00 Address: 301 Market Street, P.O. Box $ Lemoyne, PA 17043 $ Phone: 717-761-4540 Automation $ 5.00 JCP Fee....................... $ 35.50 Fax: 717-761-3015 TOTAL......... $ 365.50 Email: RWS jdsw.com DECREE TO THE REGISTER Estate of WAL SHELLENBERGER , Deceased. File No. QH5--72,0 Social Security No: 166-18-057 ` Date of Deat I une 13, 2015 AND NOW, in consideration of the foregoing Petition, satisfactory proof having been presented be In the above estate and-that the e,a instrument dated July 23, 2004 described in the P e admitted to probate and filed of record as the La- Will of the Decedent. Register of Wills Oath of Personal Representative Official Use Only CO ONWEALTH OF PENNSYLVANIA } } SS: COUNTY O Cumberland } Petitione Printed Name Petitioner(s)Printed Address The Petitioner(s)above-named swear(s)or affirm(s)the s tements in the foregoing Petition are c and correct to the best of the knowledge and belief of Petitioner(s)and that,as Personal Representative(s)of th ecedent,the Petitioner(s)will ell and truly administer the estate according to law. Sworn to or affirmed and subscribed before Date me this day of Date By. Date For the Register Date BOND Required:Q YES []NO To the Regi er of Wills: FEES' Please enter appearance by my signature below: Letters . . . . . . . . . . . . . . . . . . . . . . $ Attorney Signature. ( ) Short Certificate(s).. . . . . ( )Renunciation(s).. . . . . . . . ( )Codicil(s). . . . . . . . . . . . . ( )Affidavit(s).. . . . . . . . . . . Bond.. . . . . . . . . . . . . . . . . . . . . . . Printed Name: Commission. . . . . . . . . . . . . . . . . Supreme Court Other . . . . ID Number: . . . . . Firm Name: . . . . . . . Address: Phone: Auto ation Fee. . . . . . . . . . . . . . . Fax: JC9 Fee. . . . . . . . . . . . . . . . . . . . . Email: OTAL. . . . . . . . . . . . . . . . . . . . . $ (DECREE OF THE REGISTER f Estate of �(�$� C �� �r ULI�p.YI �� File No: a 1� � J5 - -120 a/k/a: �1 AND NOW, t�( ,Q OC� _, in consideration of the foregoing Petition, satisfactory proof having been presented before me, ITIS DECREED that Letters i l are hereby granted to in the above est and(i applicable)that the instrument(s)dated - 2,5 • 2CCA described in the Petition be admitted to probate and filed of record as the last Will(and Codicil(s)).of Decedent. egister of Wills Form RW-02 rev. 10/11/2011 Page 2 of 2 rV Ram Vill aub TeMament a C_ 11 M OFCrj r-5 d T) C7 C r. 7 WALTER N. SHELLENBERGER 47> CZ" �' tiws _7 J CZ) r7l I, WALTER N. SHELLENBERGER, of the Borough of Camp Hill, County of Cumberland, and Commonwealth of Pennsylvania, declare this to be my Last Will and Testament and revoke any Will previously made by me. ITEM I. 1 devise and bequeath all of my estate of every nature and wherever situate to my wife, RUTH V. SHELLENBERGER, if she survives me by thirty (30) days. ITEM H. Should my wife, RUTH V. SHELLENBERGER, fail to survive me by thirty (30) days, I bequeath my household, personal effects, and.other tangible personalty of like nature (not including cash or securities), together with any existing insurance thereon to such of my children as are living on the thirty-first (31st) day after my death to be divided among them by my Executor with due regard for their personal preferences and as in nearly equal shares as practical. ITEM III. Should my wife, RUTH V. SHELLENBERGER, fail to survive me by thirty (30) days, I devise and bequeath the residue of my estate of every nature and wherever situate as follows: A. One-Fourth (114) thereof to my son, DONALD J. SHELLENBERGER, if he survives me by thirty (30) days. If the said DONALD J. SHELLENBERGER fails to survive me by thirty (30) days, I devise and bequeath his share to his spouse if she survives me by thirty (30) days. Should neither my son, DONALD J. SHELLENBERGER, nor his spouse survive me by thirty (30) days, I devise and bequeath his share to his issue, per stirpes, who survive me by thirty (30) days and in default of such issue, his share shall be added to and treated as a part of the other shares created under this Item III. i B. One-Fourth (1/4) thereof to my daughter, MARIE A. HAWKS, if she survives me by thirty (30) days. If the said MARIE A. HAWKS fails to survive me by thirty (30) days, I devise and bequeath her share to her spouse if he survives me by thirty (30) days. Should neither my daughter, MARIE A. HAWKS, nor her spouse survive me by thirty (30) days, I devise and bequeath her share to her issue, per stirpes, who survive me by thirty (30) days and in default of such issue, her share shall be added to and treated as a part of the other shares created under this Item III. C. One-Fourth (1/4) thereof to my daughter, SUE J. KOTALIK, if she survives me by thirty (30) days. If the said SUE J. KOTALIK fails to survive me by thirty (30) days, I devise and bequeath her share to her spouse if he survives me by thirty (30) days. Should neither my daughter, SUE J. KOTALIK, nor her spouse survive me by thirty (30) days, I devise and bequeath her share to her issue, per stirpes, who survive me by thirty (30) days and in default of such issue, her share shall be added to and treated as a part of the other shares created under this Item III. D. One-Fourth (1/4) thereof to my daughter, NANCY J. WISSLER, if she survives me by thirty (30) days. If the said NANCY J. WISSLER fails to survive me by thirty (30) days, I devise and bequeath her share to her spouse if he survives me by thirty (30) days. Should neither my daughter, NANCY J. WISSLER, nor her spouse survive me by thirty (30) days, I devise and bequeath her share to her issue, per stirpes, who survive me by thirty (30) days and in default of such issue, her share shall be added to and treated as a part of the other shares created under this Item III. ITEM IV. I appoint DONALD J. SHELLENBERGER, of Camp Hill, Pennsylvania, guardian of any property which passes, either under this Will or otherwise, to a minor and with respect to which I am authorized to appoint guardians and have not otherwise specifically done so, provided that this appointment of a guardian shall not apply to property distributable to a minor for whom I have otherwise made special provision and provided further that this appointment of a guardian shall not supersede the right of any fiduciary in its discretion to distribute a share where possible to the minor or to another for the minor's benefit. Such guardian shall have the power to use principal as well as income from time to time for the minor's support or education (including college education, both graduate and undergraduate) without regard for his or her parent's ability to provide for such support 2 i and education, and to make payment for these purposes, without further responsibility, to the minor or to the minor's parent or to any person taking care of the minor. ITEM V. I direct that all taxes that may be assessed as a 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 provided that any taxes on the Revocable Trust created by me and my wife may be paid from the assets of that Trust as provided therein. ITEM VI. I appoint my wife, RUTH V. SHELLENBERGER, Executrix of this my last will. Should my wife, RUTH V. SHELLENBERGER, fail to qualify or cease to act as Executrix, I appoint DONALD J. SHELLENBERGER, Executor of this, my Last Will. ITEM VII. I direct that my Executrix or Guardian and their successors shall not be required to give bond for the faithful performance of its duties in any jurisdiction. IN WITNESS WHEREOF, 1, Walter N. Shellenberger, have hereunto set my hand and seal this day of f , 2004. SEAL) ALTER N. SHELLENBERGER SIGNED, SEALED, PUBLISHED AND DECLARED, by WALTER N. SHELLENBERGER, the Testator above named, as and for his Last Will and Testament and in the presence of us, who, at his request, in his presence and in the presence of each other, have subscribed our names as witnesses. Witness U V Address ll�JlJ i ess d ss 3 ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA :SS: COUNTY OF CUMBERLAND I, WALTER N. SHELLENBERGER, Testator, whose name is signed to the foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the.instrument as my Last Will and Testament; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. WALTER N.,gftELLENBERGIW Sworn to or affirmed anal acknowledged before me, by WALTER N. SHELLENBERGER, the Testator, this day ofALIW , 2004. Notary Public My commission expires: (SEAL) Notarial Seal Lori A.Richard,Notary Public Lemoyne Boro,Cumberland County My Commission Expires Nov.12,2006 Member.Pennsylvania Association Or Notaries 4 AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA :SS: COUNTY OF CUMBERLAND We,&,4. e 0jr and'AborahjLF'S m , the witnesses whose names are signed to the foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the Testator sign and execute the foregoing instrument as his Last Will and Testament; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witnesses; and that to the best of our knowledge, the Testator was at that time at least 18 years of age, of sound mind and under no constraint or undue influence. 2, Sworn to or affirmed and subscribed to before me by Wei A.I�rhUf+ and Liesma ) , witnesses, this Ate' day of U(w 2004. Notary Public My commission expires: (SEAL) Notarial Seal Lori A.Richard,Notary Public Lemoyne Boro,Cumberland County My Commission Expires Nov.12,2006 Member,Pennsylvania Association Or Notaries :104015.2 5