HomeMy WebLinkAbout07-31-15 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)
the following and respectfully requests the grant of Letters in the appropriate form:
Robert B.Serafin,Sr.
Decedent's Information
Name: Jean M.Serafin File No: 21-16 0 o4'2—
a/k/a: (Assigned by Register)
a/k/a:
a/k/a: Social Security No:
Date of Death: 07/12/2016 Age at Death: 64
Decedent was domiciled at death in Cumberland County, PA (State)with his/her last
principal residence at 2216 Canterbury Drive,Mechanicsburg 17066 Upper Allen Township Cumberland
Street address,Post Office and Zip Code City,Township or Borough County
Decedent died at Temple University Hospital Philadelphia 19140 Philadelphia 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........... $
TOTAL ESTIMATED VALUE $ 1,000.00
Real estate in Pennsylvania situated at
(Attach additional sheets,if necessary.)
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)that he/she/they istare the Executor(s)named in the Last Will of the Decedent,dated 12/06/1989 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 mar 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.t.a.;d.b.n.;d.b.n.c.t.a.;pedente lite;durante absentia;durante minoritate
If Administration,c.ta or db.n:a.ta.,enter date of Will in Section A above and complete list of heirs.
Except as follows:Decedent was not a party to 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 EXCEPTIONSF1 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
RECORDEDOFFICE .�
REGISTEROF WII LS
2015 JULY 31CLrp
F ORpHAM,COURT
CUbIB OERLAND COUNTY P
Form RW-02 rev.10-11-2of f 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
Robert B.Serafin,Sr. 2215 Canterbury Drive
Mechanicsburg,PA 17065
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 DecedeaL Petitioner(:) 'll well and truly administer the estate according to law.
��LJ 3 "'
Sworn to or affirmed and subscribed before Date ,
me this day of Date
By: Date
For the Register Date
BOND Required? R Yes 0 No To the Register of Wills:
FEES Please enter my appearance by my signature below:
Letters............................................ $ 20.00 Attorney Signatu
( 3 )Short Certificate(s)........... 16.00
( )Renunciation(s)...............
( )Codicil(s).........................
( )Affidavit(s)....................... Printed Name: Richard E Connell Esq a
Bond............................................... Supreme Court `"I O
Commission................................... ID Number: 21642
Other Will 16.00 0 w O
�fvec -nA �cJ Firm Name: Ball,Murren&Connell O g
irah-Tay Y- �� Address: 2303 Market Street � 0 �
04
Camp Hill,PA 17011 U
Phone: 7171232-8731
Automation Fee.............................. 6.00 Fax: 717/232-2142 -ti
JCSFee......................................... __ 36.60
TOTAL........................................... $ E-mail: connell@bmc-law.net
DECREE OF THE REGISTER
Date of Death: 07/12/2016
Social Security No:
Estate of Jean M.Serafin File No: 21 -16
a/k/a:
AND NOW, in consideration of the foregoing Petition,
satisfactory proof having been prese d before me,IT IS DECREED that Letters Testamentary
are hereby granted to Robert B.Serafin,Sr.
in the above estate and(if applicable)that the instrument(s)dated 12/06/1989
described in the Petition be admitted to probate and filed of record as e t Will(and odi '(s)of Decedent. r
a
R g' to of Wills
Copyright(c)2011 form software only The Lackner Group,irw. Page 2 of 2
U
LAST WILL AND TESTAMENT la O 1 8
OF O4CO
JEAN M. SERAFIN
U U
I, JEAN M. SERAFIN of 709 Hamilton Circle,
Mechanicsburg, Cumberland County, Pennsylvania, being of sound
and disposing mind, memory and understanding do hereby make,
publish and declare this as and for my Last Will and Testament ,
hereby revoking and making void any and all other Wills and
Codicils , or writings in the nature thereof, by me at any time
heretofore made.
FIRST: I direct that all my just debts , expenses of my
last illness and funeral expenses shall be paid by my Executor
hereinafter named, from my estate as soon after my decease as
shall be found convenient.
1
SECOND:
(a) I bequeath my automobiles and personal effects ,
such household goods , if any, as may be my individual
property and not the property of my husband, ROBERT B.
SERAFIN, SR. , or owned jointly by me with him, and other
tangible property of like nature (not including cash or
securities) , together with any existing insurance thereon to
my husband, ROBERT B. SERAFIN, SR. , if he survives me by
thirty (30) days.
Page 1
(b) Should my husband, ROBERT B. SERAFIN, SR. , not be
living on the thirty-first day after my death, I
specifically bequeath the following property which is
property of mine as set forth herein:
(1) The Grandfather clock to my son,
ROBERT B. SERAFIN, JR. ;
(2) Two paintings ; one being a religious
rendering of Christ and the second being a country
scene depicting a young girl walking down a road to my
son, WILLIAM S. SERAFIN; and
(3) My "Precious Moments" collection to my son,
JAMES E. SERAFIN.
(c) Should my husband, ROBERT B. SERAFIN, SR. , not be
living on the thirty-first day after my death, I bequeath my
automobiles and personal effects , such household goods , if
any, as may be my individual property and not the property
of my husband, ROBERT B. SERAFIN, SR. , or owned jointly by
me with him and other tangible property of like nature ,
excluding those items subject to specific bequest in Item
Second (b) , (not including cash or securities) together with
any existing insurance thereon to my issue, per stirpes ,
living on the thirty-first day after my death, to be divided
among them by my Executor with due regard to their personal
Page 2
preferences in as nearly equal shares as practical. Any
such personal things not so divided shall thereafter be
disposed of by my Executor by public sale or in such manner
as my Executor shall select , and all proceeds therefrom
shall form a part of the residue of my estate hereinafter
disposed of. Any such article or articles allotted to a
minor may, as my Executor thinks advisable , either be
delivered to the minor or any person to hold for the minor,
or be sold and the proceeds paid for the benefit of the
minor to his guardian of his property or to any trust herein
created for the minor.
THIRD:
(a) I give, devise and bequeath the rest, residue and
remainder of my estate, real, personal and mixed and of any
nature whatsoever and wherever situated, including any
lapsed or void legacies , to my husband, ROBERT B. SERAFIN,
SR. , if he survives me by thirty (30) days .
(b) Should my husband, ROBERT B. SERAFIN, SR. , not be
living on the thirty-first day after my death, I give,
devise and bequeath the rest , residue and remainder of my.
estate, real, personal and mixed and of any nature
whatsoever to my then living issue , per stirpes , provided
that , if any of my children entitled to distribution shall
be under age thirty (30) , the share of each such child shall
Page 3
be held, IN SEPARATE TRUST, by Trustee herein named, who
shall collect all.- assets of my estate, including the
proceeds from any insurance policies which may be part of my
estate or otherwise payable to the beneficiaries hereunder,
for the welfare , support , maintenance , education and benefit
of my children, as follows :
(1) The Trustee shall accumulate the income and,
in its sound fiduciary discretion, taking into account
his other sources. of income and support , shall pay so
much of, or all of said income to , or on behalf of, the
child as my Trustee shall deem advisable , and at such
time or times as my Trustee shall deem advisable, for
his support , education (including college, both
undergraduate and graduate) , medical needs or
emergency, until he reaches the age of twenty-two (22)
years . Upon his attaining the age of twenty-two (22)
years , the Trustee shall pay all of the net income of
his trust to him in convenient installments at least as
often as quarter-annually.
(2) Whenever my Trustee determines that the
income of any child of mine from all sources known to
the Trustee is not sufficient for his reasonable
support, maintenance and education (including college,
both undergraduate , and graduate) , and that of his
immediate family, the Trustee may pay to him, or use
Page 4
Page 5 - - —
l - I
for his benefit , so much of the principal of his trust
as the Trustee determines to be required for those
purposes.
(3) When the beneficiary of the trust herein
created for him attains the age of twenty-two (22)
years , the Trustee shall pay over to him, free and
clear of all trust provisions , one-third (1/3) of the
then existing principal of the trust.
(4) When the beneficiary of the trust herein
created for him attains the age of twenty-five (25)
years , the Trustee shall pay over to him, free and
clear of all trust provisions , one-half (1/2) of the
then existing principal of said trust.
(5) When the beneficiary of the trust herein
created for him attains the age of thirty (30) 'years ,
the Trustee shall pay over to him, free and clear of
all trust provisions , the remaining corpus of the
trust, including all principal and any undistributed
income , and the trust shall thereupon terminate.
(c) Upon the death of any child of mine, the Trustee
shall distribute his trust, , as then constituted, to or in
trust for the benefit of such person or persons , upon such
conditions and estates , with such powers in such manner and
Page 5
at such time or times as such child appoints and directs by
Will specifically referring to this power of appointment ,
and to the extent that he does not effectively exercise his
power of appointment , to his then living descendants , per
stirpes , or if there are none, to my then living issue, per
stirpes , except that the share of any beneficiary in default
of appointment for whose primary benefit another trust is
then to be held under this instrument shall be added to and
commingled with the other trust and held as if it had been
an original part of the other trust .
FOURTH: Subject to the powers of revocation and
withdrawal herein reserved, no interest of any beneficiary
hereunder shall be subject to anticipation or voluntary or
1
involuntary alienation.
FIFTH: My Executor and Trustee and their successors
shall have, in addition to the powers and authority conferred I
upon them by law, the following additional discretionary powers
and authority:
(a) To retain any property received by them.
(b) To sell at public or private sale, exchange,
lease , mortgage or pledge any property, real or personal, at
any time constituting a portion of trusts herein created,
Page 6
and upon such terms and conditions as the Trustee or
Executor shall deem wise.
(c) To invest any money at any time in such bonds ,
stocks , notes , real estate , mortgages , life insurance
annuities or other securities , or such property, real or
personal, as the Trustee or Executor shall deem wise ,
without being limited by any statute or rule of law
regarding investments by the Trustee or Executor.
(d) . To retain, without incurring any liability, as
investments , any property owned by me at the time of my
death, as long as they deem it wise, and even though such
property is not the kind of property Trustee or Executor
would purchase as an investment; and even though to retain
such property might violate sound diversification
principles.
(e) To cause any security or other property which may
at any time constitute a portion of a trust or of my estate
to be issued, held or registered in their own name , or in
the name of a nominee, or in such form that title will pass
by delivery.
(f) To consent to the reorganization, consolidation,
readjustment of the financial structure, or sale of the
assets of any corporation or other organization, the
Page 7
securities of which constitute a portion of a trust or of my
estate , and to take any action with reference to such
securities which, in the opinion of the Trustee or Executor,
is necessary to obtain the benefit of any such
reorganization, consolidation, readjustment or sale; to
exercise any conversion privilege or subscription right
given to them as the owner of any securities constituting a
portion of a trust or of my estate; to accept and hold as a
portion of a trust of my estate securities resulting from
any reorganization, consolidation, readjustment , sale
conversion or subscription.
(g) To pay all costs , taxes , charges and expenses in
connection with the administration of a trust of my estate,
including compensation to the Trustee or Executor.
(h) To determine what is "Income" and what is
"Principal" hereunder, and their decision thereon shall be
final; and to purchase securities at a premium or discount ,
and to apply or charge said premium or . discount against
income or principal as the Trustee or Executor may
determine.
(i) To transfer, sell, exchange, partition, lease,
mortgage , pledge, give options upon, or otherwise dispose of
any property at any time held by them, at public or private
sale or otherwise.
Page 8
(j ) To borrow money from any person, firm or
corporation for the purpose of protecting and preserving or
improving my estate or trust hereunder; to execute
promissory notes or other obligations for amounts so
borrowed.
(k) To make distribution in cash or in kind.
(1) To execute and deliver all documents necessary or
appropriate for the exercise of their powers.
(m) To do all other acts in their judgment necessary
or desirable for the proper and advantageous management,
investment and distribution of a trust or of my estate.
SIXTH: And I do further direct that:
(a) No Executor or Trustee , or their successors , shall
be liable for any loss resulting to this estate from any
investment or reinvestment made or retained in good faith.
(b) No Executor or Trustee shall be liable for any
loss to my estate or to any trust fund thereof unless the
same shall occur through his own gross neglect or willful
malfeasance.
Page 9
SEVENTH: I hereby nominate, constitute and appoint my
husband, ROBERT B. SERAFIN, SR. , as Executor of this my Last Will
and Testament. If, at any time , by reason of death, resignation
or otherwise he shall fail to qualify or shall cease to act as
Executor, then I nominate, constitute and appoint, WILLIAM
KUNDRATIC, presently of 95 Westminister Road', R. D. #2 , Wilkes
Barre , Pennsylvania, as Executor of this my Last Will and
Testament.
EIGHTH: I hereby designate WILLIAM KUNDRATIC,
presently of 95 Westminister Road, R. D. #2 , Wilkes Barre,
Pennsylvania, as Trustee of the trusts created herein. If, at
any time , by reason of death, resignation or otherwise , he shall
fail to qualify or shall cease to act as Trustee, then I
designate GERALD GIZA, presently of R. D. #2 , Pine Road,
Trailwood, Wilkes Barre , Pennsylvania, to act as Trustee.
NINTH: This situs of the Trusts created herein for all
purposes shall be Luzerne County, Commonwealth of Pennsylvania.
TENTH: No Trustee or Executor, or their successors ,
acting hereunder shall be compelled to post bond or enter
security notwithstanding any provisions of law to the contrary.
ELEVENTH: In the event that my husband, ROBERT B.
SERAFIN, SR. , shall predecease me , I hereby designate and appoint
my parents-in-law, MR. AND MRS . JOSEPH P. SERAFIN, SR. , (or
Page 10
whichever of them survives me) , as guardian of the person or
persons of any minor child or children for the duration of the
minority of said child or children, and said guardian may retain
custody of said child or children in any locality. If my parents
have predeceased me or become incapable of acting as guardians of
any minor child or children, then I hereby designate and appoint
my mother , MRS. JOSEPHINE GIZA, as guardian upon the same
conditions set forth above.
TWELFTH: I direct that all transfer and inheritance
taxes , state or federal, assessed because of my death, whether
the funds , property or insurance proceeds to which such taxes are
attributable pass under this Will or not, shall be paid out of my
residuary estate just as if they were my debts and none of these
taxes shall be charged against any beneficiary; that my Executor
pay, or provide for payment of all such taxes at such time or
times , and in such manner as my Executor .deems best.
IN WITNESS WHEREOF, I, JEAN M. SERAFIN, the Testatrix
to this my Last Will and Testament, typewritten on twelve (12)
sheets of paper which I have identified at the bottom of each
Page 11
i
page by my signature, hereunto set my hand and seal
this day of1989.
► Vl (SEAL)
can M. Sera in
The preceding instrument consisting of this and eleven
(11) other typewritten pages , each identified by the signature of
the Testatrix, JEAN M. SERAFIN, was on this day and date thereof
signed, published, and declared by JEAN M. SERAFIN, the Testatrix
therein named, as and for her Last Will, in the presence of us ,
who at. her request , in her presence, and in the presence of each
other have subscribed our names as witnesses .
Page 12
COMMONWEALTH OF PENNSYLVANIA .
. SS:
COUNTY OF DAUPHIN
I, JEAN M. SERAFIN, Testatrix whose name is signed
to the attached or foregoing instrument , having been duly
qualified according to law do hereby acknowledge that I
signed and executed the instrument as my Last Will; that I
signed it willingly; and that I signed it as my free and
voluntary act for the purposes therein expressed.
can M. Sera in
Sworn or affirmed to and acknowledged before me , by
JEAN M. SERAFIN, the Testatrix, this 6th day of
December 1989.
M1i
(SEAL); . _ _
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Nf ary Pu is
NOTARK SM
.LOAN R VM*.Nft Public
H�rrf�t�0•PA pROMCOU*
1iA�►Co(rmt�NOA Fxt— LA&40.1993
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF DAUPHIN SS:
We, Nancy L. Loper and Gloria J. Coppersmith ,
and Richard E. Connell the witnesses whose names
are signed to the attached or foregoing instrument, being
duly qualified according to law, do depose and say that we
were present and saw JEAN M. SERAFIN sign and execute the
instrument as her Last Will; that she signed willingly and
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, the Testatrix was at that
time eighteen (18) or more years of age, of sound mind and
under no constraint or undue influence.
Sworn or affirmed to and subscribed to before me by
Nancy L. Loper and Gloria J. Coppersmith and
Richard E. Connell witnesses this 6th day of
December 1989.
(SEAL)
tary Public
NOTARIAL SEAL
JOAN R YOHE Mary Public
HVISIM PA O&**County
My Cmwft ton Ex a JUV 10.1993
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