HomeMy WebLinkAbout08-07-15 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 request(s)the grant of Letters in the appropriate form:
Decedent's Information {:
Name: Loretta Sylvia Heiman File No: Z 1 '1 - 0 r'
a/k/a: Loretta S. Heiman (Assigned by Register)
a/k/a:
a/k/a: Social Security No:
Date of Death: Auqust 3, 2015 Age at death: 86
Decedent was domiciled at death in Cumberland County, Pennsylvania (state)with his/her last
principal residence at 5225 Wilson Lane Mechanicsburq Cumberland
Street address,Post Office and Zip Code City,Township or Borough County
3
Decedent died at 325 Weslev Drive Mechanicsburq Cumberland PA
Street address,Post Office and Zip Code City,Township or Borough County State 1,
Estimate of value of decedent's property at death: j.
If domiciled in Pennsylvania.. . . . . .. .. .... . . . . . . . . . . .. . . All personal property $ 58,000.00
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. . .. $ 58,000.00
i'
Real estate in Pennsylvania situated at:
(Attach additional sheets,if necessary) Street address,Post Office and Zip Code City,Township or Borough County
I
0 A. Petition for Probate and Grant of Letters Testamentary
Petitioner(s)aver(s)he/she/they is/are the Executor(s)named in the last Will of the Decedent,dated Auqust 9, 2012 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 born or
adopted;and Decedent was neither the victim of a killing nor ever adjudicated an incapacitated person.
is
i'
❑✓ 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.,pendenle lite,durante absentia,durante minoritate
If Administration,ca.a. or d.b.n.c.t.a.,enter date of Will in Section A above and complete list of heirs. s
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.
t'
❑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): i.
cn
rn
Name Relationship Addres :;a
t o rrt i
^,> C=) Cn C
i
f
f
Page 1 of 2
Forin RW-02 rev.10/11/2011
Official Use Only
Oath of Personal Representative
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF Cumberland
Petitioner(s)Printed Name Petitioner(s)Printed Address
Susan M. Ridge 59 Tanglewood Drive, Glen Ellen, Illinois 60137
The Petitioner(s)above-named sweat(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 well and truly administer the estate according to law.
Swornto or affirmed and subscribed before Date
rw this -7 day of M N4- Date
BY: Date
For-f7Fe Register Date
is
i is
BOND Required:r-1 YES P'NO To the Register of Wills:
FEES: Please enter my appearance by my signature below:
Letters. . . . . . . . . . . . . . . . . . . . . . Attorne Signature: C> M M
)Short Certificate(s). . . . . . C)
)Renunciations).. . , . . , . . M
)Codicil(s), . . . . . . .
)Affidavit(s).. . . . , . . . , , . 0n
Bond.. . . . . . . . . . . . . . . . . . . . . . . Printed ame: Tricia D. Irk --
Commission. . . ... . . . . . . . . . . . . Supreme Court
Other ID Number: 83760 �z
c::i C>
Firm Name: Baric Scherer LLC
. . . . Address: 19 West South Street
Carlisle, PA 17013
Phone: (717)249-6873
Autornation Fee. . . . . . . . . . . . . . Fax: (717)249-5755
JCS Fee. . . .. . . . . . . . . . . . . . . . . Email: tnavlor(Mbaricscherer.corn
TOTAL. . . .. . . . . . . . . . . . . . $
DECREE OF THE REGISTER k
Estate of Loretta Sylvia Heiman File No:
a/k/a: Loretta S. Heiman
is
AND NOW, 4Ant 1�I -I*t\ in consideration of the foregoing Petition,
satisfactory proof havirijbe6Vpresented before me,IT IS DECREED that Letters Testamentary
are hereby granted to Susan M. Ridge
in the above estate and(if applicable)that i
1 1
the instrument(s)dated August 9, 2012
described in the Petition be admitted to probate and filed of record as the last Will (and Codicil(s)) of Decedent,
dAk- I m Aolpcj)
Register of Wills
c_..... of 2
LAST WILL AND TESTAMENT
OF
LORETTA S. HELMAN
I, LORETTA S. HELMAN, of Cumberland County, Pennsylvania, do make, publish
and declare this as and for my Last Will and Testament, hereby expressly revoking all
wills and codicils made by me heretofore, and dispose of my estate as follows:
ITEM 1: 1 direct the payment of my just debts and funeral expenses, as soon as
� a
conveniently can be done following my decease. Further, it is my desire th�tT remSs 713 :.
be cremated and the placement of my ashes in a manner determined by rzpyxtahter, -`�-i
^4 �_ y rn rrt
SUSAN M. RIDGE.
ITEM 2: 1 direct that all State and Federal Transfer Inheritance Tax, Estatex,Or) a
co -n
Succession Tax or any other tax, including any interest, assessments or penalties
thereon, that may become due and payable by virtue of my death, or by virtue of the
passing of any property either under my Last Will and Testament, or in any other manner,
shall be paid from my residuary estate, just as if such taxes were my debts, and no
beneficiary shall be required to pay or refund any part thereof.
ITEM 3: My tangible personal property (excluding money, securities and the like)
and my motor vehicles, together with all insurance relating thereto, I give and bequeath
unto my daughter, SUSAN M. RIDGE, if she survives me. Should my daughter fail to
survive me, then all of such items of tangible personal property not disposed of shall be
given to my granddaughter, JENNIFER L. RIDGE.
ITEM 4: All of the rest, residue and remainder of my estate of whatsoever nature
and wheresoever situate, I give, devise and bequeath to my daughter, SUSAN M.
RIDGE. If my daughter does not survive me, all the rest, residue and remainder of my
estate of whatsoever nature and wheresoever situate, I give, devise and bequeath to
my granddaughter JENNIFER L. RIDGE, my stepson DAVID W. HELMAN and my
stepson RICHARD H. HELMAN, equally.
ITEM 5: In the administration of my estate my Executor shall have the
following powers without leave of court in addition to, but not in limitation of, the powers
granted by law to the Executors of estates, which powers shall continue after the
termination of my estate until actual distribution of the assets:
A. To receive in the estate and to retain any assets, real or personal, to which I
may be entitled at the time of my death, which my Executor may deem for the best
interest of the estate without being required to convert said assets into so-called "legal
investments".
B. To invest and reinvest in such securities as a prudent investor of intelligence
and discretion would buy for himself for investment, and not for speculation, giving due
regard to the safety of the principal and the adequacy of the income, and without being
limited to the so-called "legal investments" of the Commonwealth of Pennsylvania, said
investment authority to include the right to invest in any Discretionary or Legal Common
Trust Fund that may be administered and managed by a Corporate Executor or
Corporate Trustee.
C. To sell or buy real estate without Court order at public or private sale; to make,
execute and deliver or. receive good and sufficient deeds of conveyance and give or
2
receive good title therefor; to reinvest the proceeds as if they had originated in personal
property; to mortgage or encumber any real estate comprising part of my estate,
borrowing the necessary funds from himself or from any other source; to improve any
property or otherwise expend principal funds for the upkeep and welfare of any
properties; to release, vacate and abandon the same; to grant and acquire licenses and
easements with respect thereto; to make improvements to or upon the same; and in
general to do all things necessary in the management of the properties as if he is the
owner thereof, including the right to let property and to make leases for any term. The
purchaser shall not be required to see to the proper application of proceeds but may pay
the same over to the Executor selling the same.
D. To make distribution hereunder in cash or of property and securities in kind at
fair market value at the time of such distribution and in such a manner as to be fair,
equitable and just to all concerned. Distributions of property and securities are not
required to be identical among the beneficiaries, and some may receive one type of
property or security while another may receive another type of property or security.
E. To exercise any election or privilege given by the federal and other tax laws,
including but not limited to, the election of the alternate valuation date for federal estate
tax purposes, the election to claim deductions for federal estate tax or for federal
income tax purposes, and the election of the method of payment of pension, profit-
sharing, HR-10, individual retirement account, and any other similar benefits. In
addition, my Executor, in his sole discretion, may make or not make equitable
3
adjustment among the beneficiaries, without the consent of the beneficiaries, for the
exercise or non-exercise of any election or privileges.
ITEM 6: 1 am specifically excluding my son, RICHARD F. WEHLER and his
issue as beneficiaries of my estate.
ITEM 7: 1 nominate, constitute and appoint my daughter SUSAN M. RIDGE, to be
Executrix of this, my Last Will and Testament. If SUSAN M. RIDGE is unable or unwilling
to serve or continue to serve as Executrix, I appoint my granddaughter, JENNIFER L.
RIDGE to be Executrix of this, my Last Will and Testament. No Executrix shall be
required to give bond.
ITEM 8: Wherever the context requires, the masculine gender shall include the
feminine gender and neuter gender, and vice versa, and the singular shall include the
plural, and vice versa.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this day of
August, 2012.
LORETTA S. HELMAN
4
Signed, sealed, published, acknowledged and declared by the above-named
Testatrix, LORETTA S. HELMAN, as and for her Last Will and Testament, in the
presence of us, who, at her request, in her presence and in the presence of each other,
have hereunto subscribed our names as witnesses thereto.
Of 71 ��vf
of 7 l�:�ery� 1 Lc Y► )lc 1-7941
5
COMMONWEALTH OF PENNSYLVANIA )
SS:
COUNTY OF CUMBERLAND )
I, LORETTA S. HELMAN, Testatrix, who signed the foregoing instrument, having
been duly qualified according to law, acknowledge that I signed and executed the
instrument as my free and voluntary act for the purposes therein contained.
LORETTA S. HELMAN
Sworn to or affirmed and
acknowledged before me by
LORETTA S. HELMAN, the
COMMONWEALTH OF
Testatrix, this 'day Notarial Seal
10fugus , 012. Tricia D.Naylor,Notary Public
Carlisle Koro,Cumberland County
My commission Expires Oct 2,2014
N tary Public
COMMONWEALTH OF PENNSYLVANIA )
SS:
COUNTY OF CUMBERLAND )
We, the undersigned witnesses who signed the foregoing instrument, being duly
qualified according to law, depose and say that we were present and saw Testatrix sign
and execute the instrument as her Last Will and Testament; that she signed and
executed it willingly as her free and voluntary act for the purposes therein expressed; that
each of us in her sight and hearing signed the Will as witnesses; that Testatrix is known to
each of us; and that to the best of our knowledge and observation the Testatrix was at the
time eighteen (18) years of age or older, of sound mind and under no constraint or undue
influence.
a
Sworn to or affirmed an sub cribed
to before me by qn f.+'Q• Lin ds
and Y wit a ses,
this ay ugust, 2.
COMMONWEALTH OF PENNSYLVANIA
Notarial Seal
Ota Public Triaa 0.Naylor,Notary Public
Carlisle Boro,Cumberland County
MY commission Expires Oct 2,2014
6