HomeMy WebLinkAbout07-31-15 PETITION FOR GRANT OF LETTERS
REGISTER OF WILLS OF li M d t=�LLI�N 7j 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: SETT J. AIV661E OA) File No: ;2/-/S--23;2/-/S--23(':::)
a/k/a: JQAW41 A&a6 1S0 (Assigned by Register)
a/k/a:
a/k/a: Social Security No:
Date of Death: -Tithe S, 2vt S Age at death: 84�
Decedent was domiciled at death in Ckm 4ec6d County, nns (state)withls/her last
principal residence at .20 4 W• i cSf &rpgrJ1 of A 1e
Street address,Post Office and lip Code V City,Towns or oroughCounty
Decedent died at 2o� L(I. /�Cl%rl�>�, t�P'o 4�t Bf �e aha.,%es6ithq C1,1�i�3u'�ai�2C�_
. Street address,Post Office and Zip Code City,Township oroug County State
Estimate of value of decedent's property at death: `l
Ifdomiciled in Pennsylvania............................ All personal property $ T DOD•Go
If not 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. .. $ 44,0,00--,p
Real estate in Pennsylvania situated at: NdYE'
(Attach additional sheets,ifnecessary.) Street address,Post Office and Zip Code City,Township or Borough County
�1 A. Petition for Probate and Grant of Letters Testamentary
Petitioner(s)aver(s)4WsheAhey is/are-the Executor(*named in the last Will of the Decedent,dated�nf ZJO, 20/0 and£adieii fsj-
thereto dated
Victor N. n err n Dig atiesy at rAlm/G- "a. riS � A9• —.-"z ru►nanee
State rele stances(eg.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.
19 NO EXCEPTIONS ❑ EXCEPTIONS
El 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.& or db.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, ifnecessary):
Name Relationship Address
Form RW-02 rev.10111/2011 Page 1 of 2
Oath of Personal Representative Official Use Only
COMMONWEALTH OF PENNSYLVANIA }
} SS:
COUNTY OF
Petitioner(s)Printed Name Petitioner(s)Printed Address
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 Deceden he Peti ' ner(s)will well and truly administer the estate according to la
Sworn to or affirmed d subscribed before Date
�
me this 31'S'_ day of 201`J Date
By: Date
For the Register Date
BOND Required: 0 YES XNO To the Register of Wills:
FEES: Please enter my appearance by my signature below:
Letters. . .. .. .... ....... ... . . $ Attorney Signature:
( 5 )Short Certificate(s).... . . 2.S
( I )Renunciation(s).. .. .. . . . S C
( )Codicil(s). ....... ... .
( )Affidavit(s).... ... .....
Bond.. .. .... . .. .... . . . ...:. Printed Name:
//� yle:5
Commission. . .. .. ......... . . .
Supreme Court
Other I/VI t) . .. . . .. . k ID Number: 38x/.3
1 nve,a!1>!= . .. . . .. . t5
a
Firm Name:
Address: 6 Clotesev,
... . . Phone: 7/7—704—Da?0?
Automation Fee. .. . . . . . . . ... .. S Fax: W7—7 S'—
JCS Fee. Email: Cr,5, r,&p9(' ( /�1 CQS •SIG
TOTAL. .. . . .... ... .. .. .... . $
DECREE OF THE REGISTER
Estate of 138 , Andeavl) File No: ��—�5-' 73('
AND NOW, 3 ,� S ,in consideration of the foregoing Petition,
satisfactory proof having been presented before me,IT IS DECREED that Letters G J ,qfnW rti
are hereby granted to 'Dong M, 14c Latujh1�•n
in the above estate and(if applicable)that
the instruments)dated Se 4% 2 8, 20/a
described in the Petition be admitted to probate and filed of record as the last Will(and Codicil(s))of Decedent.
�A�4 My01AaX___) -
(Fkghter of ills
ov- &0
Form RW-02 rev.10111/2011 Page 2 of 2
"
Ct � SII U10 0TV5tall-tin-tt
I,BETTY J.ANDERSON,of Galeton,Potter County,Pennsylvania,do hereby make,publish
and declare this to be may Last Will and Testament,hereby revoking all Wills and Codicils heretofore
made by me.
ARTICLE FIRST
I hereby nominate, constitute and appoint my husband, VICTOR H. ANDERSON,_ as
Executor of this my Last Will and Testament, and direct that he shall serve without bond. In the
event my husband, VICTOR H. ANDERSON, is unable or unwilling to serve, then I hereby
nominate, constitute and appoint my daughters, DIANA M. McLAUGHLIN and CHRISTINE M.
GRAVES,as alternate Co-Executrices of this my Last Will and Testament,and direct that they shall
serve without bond. In the event one of my alternate Co-Executrices is unable or unwilling to serve,
then the remaining alternate Co-Executrix may solely serve without bond.
ARTICLE SECOND
A. I hereby give,devise and bequeath all the rest,residue and remainder of my property
of every kind and description (and including lapsed legacies and devises wherever situate and
whether acquired before or after the execution of this Will) to my husband, VICTOR H.
ANDERSON, provided he survives my passing.
B. In the event my husband, VICTOR H. ANDERSON, does not survive my passing,
I hereby give, devise and bequeath all the rest,residue and remainder of my property of every kind
and description (and including lapsed legacies and devises wherever situate and whether acquired
before or after the execution of this Will) to my daughters, DIANA M. McLAUGHLIN and
CHRISTINE M.GRAVES,in equal shares,share and share alike,provided they survive my passing.
Betty J. Ani exs6n-
1
C. 1. In the event a daughter of mine hereinabove named should predecease me and
be survived by issue who are living at the time of my death,then said deceased daughter's share of
my estate shall pass to her surviving issue,.per stirpes, subject to the trust language set forth below.
2. In the event a daughter of mine hereinabove named should predecease me and
not be survived by issue who are living at the time of my death,then any distribution from my estate
to which the deceased daughter would have otherwise been entitled shall lapse and shall pass to my
daughter named hereinabove who survives me.
ARTICLE THIRD
Should any beneficiary of mine be under the age of twenty-one (2 1) years at the time of my
passing, the beneficiary's share shall be held in trust, nevertheless, for the beneficiary's use and
benefit,until such time as said beneficiary reaches the age of twenty-one(2 1)years. My Trustee shall
be granted broad and plenary discretion to administer the trust estate for the benefit of said beneficiary
and more specifically, are granted the following powers and authorities:
1. My Trustee is authorized to distribute income and principal from the trust to
be used to pay normal living expenses, healthcare costs, and provide comfortable support and
maintenance for said beneficiary until the beneficiary has attained the age of twenty-one (2 1)years,
with a view to other sources for the beneficiary's support and maintenance; as this trust is to
supplement, and not supplant, the beneficiary's resources of support and maintenance.
2. My Trustee is authorized to pay for or on behalf of said beneficiary upon the
beneficiary's graduation from high school,should the beneficiary desire to pursue a college education,
post-graduate studies, or vocational education, such sums of income and/or principal as my Trustee
deems necessary in the best interests of said beneficiary to provide for the tuition,books,room,board,
and other expenses reasonably related to the pursuit of such higher education until said beneficiary
has attained the age of twenty-one (21) years.
Betty J. An444h
2
i
3. My Trustee is authorized, in my Trustee's discretion, to make payment from
the income and/or principal of the trust for medical expenses not covered by insurance and other costs
which result from what my Trustee deems exceptional circumstances,including,without limitation,
medical emergency or disability, for said beneficiary until the beneficiary attains the age of twenty-
one (2 1)years.
4. My Trustee is authorized to make distributions from the income and/or
principal of the trust for other purposes for the benefit of said beneficiary which my Trustee, in my
Trustee's discretion, deems appropriate, bearing in mind the trust priorities as herein stated.
5. At such time as said beneficiary reaches the age of twenty-one(2 1)years,the
balance of all principal and accumulated income held by my Trustee for said beneficiary shall be
distributed to said beneficiary, and the trust, or share thereof, created for the benefit of said
beneficiary shall terminate. Should said beneficiary survive my passing but pass this life prior to
reaching the age of twenty-one (21) years, then the balance of the share to which the beneficiary
would otherwise be entitled shall pass to the beneficiary's living siblings,in equal shares,but if there
are none, then to my then living issue, per stirpes.
ARTICLE FOURTH
I hereby nominate,constitute and appoint my daughter,DIANA M.McLAUGHLIN,Trustee
of any trust created herein. In the event my daughter, DIANA M. McLAUGHLIN, is unable or
unwilling to serve, I hereby nominate, constitute and appoint my daughter, CHRISTINE M.
GRAVES, alternate Trustee of any trust created herein. No Trustee named hereunder shall be
obligated to post bond to serve.
Betty J. And
3
ARTICLE FIFTH
My Trustee is hereby granted broad and plenary powers to administer any above-noted Trust
in accordance with generally accepted fiduciary principles and law. This grant of authority shall
include, but not be limited to, the right to invest in stock and common trust funds, to buy, sell or
liquidate assets, to abandon trust assets or interests therein in the discretion of the Trustee and to
generally manage,control and exercise dominion over the trust estate so long as such is done for the
benefit of the beneficiaries set forth herein.
In order to carry out the purposes of this instrument, the Trustee, in addition to all other
powers granted by law, shall have the following powers and discretions:
To invest and reinvest in every kind of property and every kind of investment, specifically
including but not limited by way of limitation, corporate obligations of every kind, and stocks,
preferred or common,which persons of prudence,discretion and intelligence acquire for my Trustee's
own accounts,including any common trust fund administered by the Trustee pursuant to the Uniform
Common Trust Fund Act.
To exercise,respecting securities held in trust estate, all the rights, powers and privileges of
an owner, including but not limited to, the power to vote, give proxies, and to pay assessments and
other sums deemed by the Trustee necessary for the protection of the trust estate; to participate in
voting trust, pooling agreements, foreclosures, reorganizations, consolidations, mergers, and
liquidations,and in connection therewith to deposit securities with and transfer title to any protection
or other committee under such terms as the Trustee may deem advisable; to exercise or sell stock
subscription or conversion rights; to accept and retain as an investment any securities or other
property received through the exercise of any of the foregoing powers,regardless of any limitations
elsewhere is this instrument relative to investments by the Trustee.
IL �O
Betty J. Andersch
4
To do all the acts, to take all the proceedings, and to exercise all the rights, powers and
privileges which an absolute owner of the property would have,subject always to the discharge of the
Trustee's fiduciary obligations. The enumeration of certain powers in this instrument shall not limit
the general or implied powers of the Trustee, and the Trustee shall have all additional powers that
may hereafter be conferred on my Trustee by law or that may be necessary to enable the Trustee to
administer the trust, in accordance with the provisions of this instrument, subject to any limitation
specified in this instrument.
My Trustee shall receive reasonable fees for the ordinary and extraordinary services rendered
by my Trustee. My Trustee shall be entitled to receive, annually, compensation for my Trustee's
services hereunder in accordance with the schedule of compensation currently in effect when my
Trustee's services are performed. The compensation of my Trustee, separately and in the aggregate,
shall not exceed that which a court of competent jurisdiction would approve. No bond for the faithful
performance of duties shall be required of my Trustee.
My Trustee may, in my Trustee's discretion,terminate such trust estate or any share thereof
at any time when the fair market value or such trust estate or share is less.than the threshold dollar
amount selected by the Trustee for trust administration purposes. Upon such termination,the property
then constituting each such trust estate or share so terminated shall be distributed,free from trust,to
the person or persons then receiving or then entitled.
ARTICLE SIXTH
I direct that all estate, inheritance, succession,death or similar taxes assessed with respect to
my estate herein disposed of, or any part thereof, or on any bequest or devise contained in this my
Last Will (which term used herein shall include any Codicil hereto), or any insurance upon my life,
or on any property held j ointly by me with another,or on any transfer made by me during my lifetime,
or on any other property or interest in property included in my estate for such tax purposes,be paid
directly out of my residuary estate(prior to its division into shares if my spouse does not survive me)
as if an expense of administration, and shall not be charged to any recipient,beneficiary, transferee
or owner of any such property or interest in property included in my estate for such tax purposes.
Betty J. A-rider o
5
ARTICLE SEVENTH
I empower my Executor, without authorization or approval of any court,to do everything he
deems advisable, even though it would not be appropriate for fiduciaries (but for this power) under
any statute or rule of law, including in this grant (without impairing its plenary nature) power to:
acquire by purchase or otherwise, and retain temporarily or permanently all kinds of realty and
personalty,even common stocks,unsecured obligations,undivided interest and interest in investment
trusts and discretionary common trust funds, all without diversification as to kind or amount; sell,
mortgage,lease,or otherwise dispose of any such property,make sales publicly or privately,wholly
or partly on credit; and distribute in kind or in money or partly in each, even if shares be composed
differently and for such purposes his valuations shall be given effect if reasonably made.
ARTICLE EIGHTH
As used in this Last Will and Testament, the masculine, feminine or neuter gender, and the
singular or plural number, shall each be deemed to include the other whenever the context so
indicates.
IN WITNESS WHEREOF,I,BETTY J.ANDERSON,have set my hand and seal to this my
Last Will and Testament this 28`h day of September, 2010.
Betty J. An •r
6
Signed, sealed, published and declared by the above-named Testatrix, BETTY J. ANDERSON, as
and for her Last Will and Testament,in the presence of us,who have hereunto subscribed our names
at her request as witnesses thereto in the presence of the Testatrix and of each other.
COMMONWEALTH OF PENNSYLVANIA
ss
COUNTY OF POTTER
ACKNOWLEDGMENT
1, BETTY J. ANDERSON, whose name is signed to the foregoing instrument, having been
duly qualified according to law, do hereby acknowledge that I signed and executed this instrument
as my Last Will and Testament;that I signed willingly; and that I signed it as my free and voluntary
act for the purposes therein expressed.
yt
Betty J. Mde on
Sworn and Subscribed to
before me this 28'day
of September, 201'0.
Notary Pu61ic
Md +W r 9 NMVANIA
N �ial Seal
My Commission Expires: :Katft S.$6med0r,Notary Publk
oudemort Sora,Poar countycommWon ries Ort 9,2012
Member.Penns*enia Assodatkm or Notaries
7
COMMONWEALTH OF PENNSYLVANIA
ss
COUNTY OF POTTER
AFFIDAVIT
We,Patrick H.Larsen and Elizabeth A. Snyder,the witnesses whose names are signed to the
foregoing instrument, being duly qualified according to law,do depose and say that we were present
and saw the Testatrix,BETTY J.ANDERSON,sign and execute the instrument as her Last Will;that
she executed it as her free and voluntary act for the purposes therein expressed;that each of us in the
hearing and sight of the Testatrix signed the Will as witnesses;and that to the best of our knowledge,
information and belief, the Testatrix was at that time 18 years or more of age, of sound mind and
under no constraint or undue influence.
Sworn and Subscribed to
before me this 28`'day
of September, 2010.
Notary P hlic
My Commission Expires:
A- MM seal
Kathy S.Soro%W,NptAfy Pubk
coudwpart Wm,Pater C00ty
egmml&Slgn Expire$O(Z 9 2012
Member.Per+nsviMIG Assodetlon Of Ngtades
8
P
RENUNCIATION
REGISTER OF WILLS
, rn__ tMZ/.4 D COUNTY,PENNSYLVANIA
Estate of 73E 7"7}/tT./¢-1r(DL)eSi9A✓ /5-c77Y I:7�IMI 4WZ;e'0 ,Deceased
I, /1215-rllyE5 & 6"YES ,in my capacity/relationship as
jX
(Print Name)
� of the above Decedent,hereby renounce the right to
administer the Estate of the Decedent and respectfully request that Letters be issued to
LM
S%se�, , icy /n• f�1t. tttp,��
(Da (Signature) r*L h 6^,
H/7�Bla;r Ore c? Rd-
(Sireet Address)
InargAj A* toss o
(City,State,Zip)
Executed in Register's Office Executed out of Register's Office
Sworn to or affirmed and subscribed Before the undersigned personally appeared the
before me this /Jrth day party executing this renunciation and certified .
ofthat he or she executed the renunciation for the
purposes stated within on this j�✓'�' day
of Tt,(-1'I
Deputy for Register of Wills Notary Public
My Commission Expires: T1,t_Yt, 7, �
(Signature and Seal of Notary or other official qualified to
administer oaths. Show date of expiration of Notar)'s Commission.)
COMMONWEALTH OF PENNSYLVANIA
NOTARIAL SEAL
Deborah D.Yerger,Notary Public
Wellsboro Boro:Tioga County
Form R)V-06 rev.10-13.06 My Commission Expires June 1,2019
MEMBER.PENNSYLVANIA ASSOCIATION OF NOTARIES