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HomeMy WebLinkAbout08-17-15 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: David E.Souder DecedenYs Information Name: Alice L.Souder File No: 21 -15 —�%�� a!k/a: (Assigned by Register) a/k/a: a/k/a: Social Security No: Date of Oeath: 08110I2015 Age at Death: 93 Decedent was domiciled at death in Cumberland County, pq (State) with his/her last principal residence at 261 St.Johns Drive,Camp Hill 17011 Hampden Township Cumberland Street address,Post Office and Zip Code City,Township or Borough County Decedent died at 261 St.Johns Drive,Camp Hill 17011 Hampden Township Cumberland PA Street address,Post Office and Zip Code City,Township or Borough County State Estimate of value of decedenYs property at death: If domiciled in Pennsy/vania........................ All personal property $ 225,000.00 If not domiciled in Pennsylvania................. Personal property in Pennsylvania $ If not domiciled in Pennsy/vania................. Personal property in County $ Value of rea/estate in Pennsy/vania........... $ 250,000.00 TOTAL ESTIMATED VALUE $ 475,000.00 Real estate in Pennsylvania situated at 261 St.Johns Drive,Camp Hill 17011 Hampden Township Cumberland (Attach additional sheets,if necessary.) Street address,Post Office and Zip Code City,Township or Borough County QX A. Petition for Probate and Grant of Letters Testamentarv Petitioner(s)aver(s)that he/she/they is/are the Executor(s)named in the Last Will of the Decedent,dated 11/25/2014 and Codicil(s) thereto dated (State 2levant circumstances,e.g.,renunciation,death ofexecutor,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. �X NO EXCEPTIONS� EXCEPTIONS ❑B. Petition for Grant of Letters of Administration (If applicable) c..a.; . .n.; . .n.c..a.;pe ente �te; urante a sen�a; urante m�nontate 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 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 a�judicated an incapacitated person. � NO EXCEPTIONS� EXCEPTIONS Petitioner(s),after a proper search has/have ascertained that Deoedent left no Will and was survived by the following spouse(if any)and heirs(attach additional sheets,if necessary): Name Relationship Address ;,� � � � rn � o �� rn c� c� ,.� � c�_ .._.� � �.� _ �.,, c� ';� ^3 � - , ___ � ...., r_� r-_- t—� ; r',� . _ -� � ; .J � =� --� ' -,M ... ,s , _ : _ � <:� . N r'�' Cr1 Form flw�2 rev.10-11-2011 Copynght(c)2011 form soflware only The Lackner Group,Inc. �-�.�-; ����� � �a�1 of 2 � "�'1 Oath of Personal Representative Official Use Only COMMONWEALTH OF PENNSYLVANIA } } SS: courvn oF Cumberland } Petitioner(s)Printed Name Petitioner(s)Printed Address David E.Souder 815 Outten Road Salisbury,MD 21804 ,�.,, c-� �� C v � � � �Ta C"> `-� �W C�,-- G7 � �� _.av C7 � , ...-. :� � .-� ,, �,._ ,.. � _ .._�. _.. � ,� �.:7 The Petitioner(s)above-named swear(s)or affirm(s)the statemen � the for oing etition are true and correct to the�est ofthe kno edgeand� belief of Petitioner(s)and that,as Personal Representative(s)o e eced t,Petdi ner( will weil and truly adminisfe�'the estate according.to la. . � _ Sworn to or affirmed and ubscribed before oat�� �� � � me thi �daY,of � v�'�" .�D/�� °� ��= `�' . ..__.; , r.� By; . Date t-.- � e R gister � D T��'r' � � BOND Required? � Yes � No To the Register of Wills: FEES f Please enter my appearance by my signature below: , r �l.� Lette/r�............................................ $ � Attorney Signature: ( C.y>Short Certificate(s).......... . U u ( )Renunciation(s)............... �..IJrML'k• M/aJl��t ( )Codicil(s)......................... ( )Affidavit(s)....................... Printed Name: Debra K Wallet Bond.............................................. Supreme Court Commission................................... ID Number: 23989 Other ���� � �-� � v Firm Name: Law Offices of Debra K.Wallet Address: 24 North 32nd Street Camp Hill,PA 17011 �� nV O•aa Phone: 717/737-1300 Automation Fee............................. .ao ���� Fax: 717/761-5319 JCS Fee......................................... TOTAL........................................... $ ���i • fj (� E-mail: walletdeb@aol.com �� DECREE OF THE REGISTER Date of Death: 08/10/2015 Social Security No: Estate of Alice L.Souder File No: 21 -15 •– � , a/k/a: AND NOW, � ����j���;� /� p/"— ,in consideration of the foregoing Petition, satisfactory proof ha irfg er resented before me,IT IS DECREED that Letters Testamentary are hereby granted to David E.Souder in the above estate and(if applicable)that the instrument(s)dated 11/2512014 described in the Petition be admitted to probate and filed of record as th�e I�St V�ill(and Codicil(s))of Deceden. �y � / ���.� �`__ lster of ilis /�/� � Copyright(c)2011 form software only The Lackner Group,Inc L"'� Page 2 of 2 i '/�. _ � , �,`�� , REGISTER OF WILLS CERTIFICATE OF CUMBERLAND COUNTY GRANT OF LETTERS PENNSYLVANIA ., oF cu�y ,, �,�`� ��,� e��` No. 2015-f 00888 PA No. 2�- 15- 0888 Es ta te Of: ALICE L SOUDER O D �Z /First,Middle,Lastl � v � La te Of: HAMPDEN TOWNSH/P CUMBERLAND COUNTY N 11 Deceased Soci al Securi ty No: 7750 WHEREAS, on the 17th day of August 2015 an instrument dated November 25th 2014 was admitted to pro.bate as the last will of ALICE L SOUDER lFiist,Middle,Lastl late of HAMPDEN TOWNSH/P, CUMBERLAND County, who died on the lOth day of August 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: DA VlD E SOUDER who has duly qualified as EXECUTOR(R/X) and has agreed to administer the estate according to law, all of which fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYL VANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of�my o�€ice on the 17th day of August 2015. o c,ra �.r-� , � �.°.� l`J : / /� � �/ / / // l ` � � �.A l. ���� . �� //� t ` , � . _ ../I y � � ��Y � , ' t " Registerb�f,�1/ills � L � � �, L�1� �., , C`- 1 .. . '; `� � � � � (�+ i`1/CL,i K� � y� Deputy C�3 I .,. r� �L L•..i - � �n � t� � ` � �J C.�. Q ,� � .,.-i . � �✓ � �----� U � c�..� **NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST) � � � � � � � � � � � � � � � � � � � � ��:, n c::� C � =�7 � -,.� O -� E_�� � � � e'J � c:.; •7 c.� "� —� �7 � _,� � ' .. }_� _i C� �7 r'; '"J � -_�.� � � � � � �s � � �J � � � �'? •"L7 i _'1 --�.� —1"l ._:;: �� �v ,_ rrt __ � V� Q \ C7� "t3 �i I, ALICE L. SOUDER, of Camp Hill, Cumberland County, Pennsylvania, being of ,, sound and disposing mind, memory, and understanding, do hereby make, publish, and declare � this to be my Last Will and Testament and hereby revoke all other Wills and Codicils that I �� have made, including the Will dated August, 1994. f� ` FIRST: I give and bequeath to the individuals whose names are set forth in the � ;, `�h Schedule attached to this, my Last Will and Testament, the respective legacies described on the � �i said Schedule. I have signed this Schedule in the margin for purposes of identification. ��`,,_� � ��,� ''�:a Should any of these individuals fail to survive me by thirty (30) days or should said person for any reason be unable, or otherwise refuse, to accept the gift, then that gift shall become a part of my residuary estate. SECOND: I give and bequeath my AT&T Stock, in equal shares, to my two grandsons, so long as they each shall survive me by thirty (30) days: CHRISTOPHER GLOTFELTER, of Enola, Pennsylvania; and MICHAEL GLOTFELTER, of Shermansdale, Pennsylvania. Should either of my grandsons fail to survive me by thirty (30) days, but be represented by children then living, these children shall take,per stirpes, the share to which my grandson would have been entitled if then living. THIRD: All the rest, residue, and remainder of my Estate, of whatever nature and wherever situate, I give, devise, and bequeath, in two equal shares, to my children, so long as they each shall survive me by thirty (30) days: my daughter, SANDRA S. GLOTFELTER, of Enola, Pennsylvania; and my son, DAVID E. SOUDER, of Salisbury, Maryland. Should either of my children fail to survive me by thirty (30) days, but be represented by children then living, these children shall take,per stirpes, the share to which my child would have been entitled if then living. � FOURTH: If any portion of my Estate shall be payable to a beneficiary who is less than twenty-one (21) years of age, my Executor may pay such share to the beneficiary's parent '� or guardian, as custodian for said minor, who shall deposit such share in the minor's name in a '�`� Uniform Transfer to Minors' Act account in a savings institution of the Executor's choosing, � payable to the minor in accordance with that Act. °�' All interests of an beneficiar in the income or rinci al of this Estate � FIFTH: y y p p , '� while undistributed and in the possession of my Executor, even though vested and `� � ���`�� distributable, shall not be subject to attachment, execution or sequestration for any debt, contract, obligation or liability of any beneficiary and, furthermore, shall not be subject to pledge, assignment, conveyance, or anticipation. SIXTH: All inheritance, estate, and succession taxes (including interest and any penalties thereon) payable by reason of my death shall be paid out of and be charged generally against the principal of my residuary estate, without apportionment or right of reimbursement from any person. In the event that a substantial portion, as determined in the sole and absolute judgment and discretion of my Executor, of the non-probate assets such as an annuity or mutual funds are directed to be paid to a beneficiary or beneficiaries, so that the taxes referred to herein would be paid out of the probate residue passing to the beneficiary or beneficiaries of this Will (whether or not the same as the beneficiary or beneficiaries under the non-probate assets), my Executor, in the Executor's sole and absolute judgment and discretion, shall have the right to allocate the full or partial payment of the taxes to the beneficiary or beneficiaries of the non-probate assets. SEVENTH: In addition to all rights and powers conferred by law, I authorize and empower my Executor and his successors, in his absolute discretion and without necessity of obtaining court approval: � A. To buy investments at a premium or discount. � B. To hold property unregistered or in the name of a nominee. � � C. To give proxies, both ministerial and discretionary. ` D. To compromise claims. l\; �� ,' `�� E. To join any merger, consolidation, reorganization, voting trust ��� plan, or any other concerted action of security holders and to delegate discretionary duties with �--� respect thereto. � . . `��� F. To lend to, and buy from, my estate. G. To borrow and to pledge real ar�d personal praperty as security therefore. H. To sell at public or private sale for cash or credit or partly for each, to exchange, or to lease for any period of time, any real or personal property, and to give options for sales, exchanges, or leases. I. To exercise any option permitted by law which he believes to be advantageous from the viewpoint of overall tax reductions, including, without limitation of the foregoing, power and authority to claim administration or other expenses either as income tax deductions or inheritance or estate tax deductions, without regard to whether they were paid from principal or income and without requiring adjustments between principal and income for any resulting effect on income or estate taxes, and a deduction of such expenses for income tax purposes shall be given effect in computing the respective shares of all persons interested in my estate set forth herein, even though the effect is to increase the share of one beneficiary or class of beneficiaries hereunder at the expense of another; and to make such adjustments, if any, between beneficiaries with respect thereto as he shall deem appropriate in view of the nature of the transaction and the amounts involved. ��,� J. To distribute in cash or in kind or partly in each. � K. To employ agents, legal counsel, brokers, and assistants, and to pay their .� � fees and expenses as he may deem necessary or advisable to carry out the provisions of this ' Will or any Trust. ` The owers ranted hereunder shall be exercisable with res ect to all real and ersonal ��•� P g P P ) '� property, including, but not limited to, income and principal held for minors or disabled �\;�'�� beneficiaries at any time, until the actual distribution of all property. All powers, authorities � � and discretion granted here shall be in addition to those granted by law and shall �e exercisa�le without leave of court. However, nothing herein shall be interpreted or construed to encourage, authorize, empower, or permit the Executor to act or cause anyone to act in a manner contrary to or inconsistent with accepted standards of portfolio diversification and risk management. EIGHTH: I nominate, constitute, and appoint my son, DAVID E. SOUDER, as Executor of this, my Last Will and Testament. In the event of the renunciation, death, resignation, or inability of my son to act for whatever reason in this capacity, then I nominate, constitute, and appoint my daughter, SANDRA S. GLOTFELTER, as Executrix of this, my Last Will and Testament. I direct that no representative named above shall be required to post security for the faithful performance of his/her duties in any jurisdiction insofar as I am able by law to relieve him/her of such obligation. Any of my representatives shall be entitled to reasonable compensation for the performance of the duties set forth here. � IN WITNESS WHEREOF, I have hereunto set my hand and seal this a� day of rJUJGwbW' , 2014, on this, the fifth of five typewritten pages. I have also signed the left-hand margin of the first four of these pages and the attached Schedule for purposes of identification only. f,%' � ' ' �1-c ��� '��/� ALICE L. SO D�1� SIGNED, PUBLISHED, and DECLARED by the Testatrix, ALICE L. SOUDER, as 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. �.(�.b�a 1t. �J.r.�..�- `16v �4�ra.�v��r...1 l�,c. 1n�ta,�b,�..�, I�i� i}�yS -�ti--�.�;�-�,� .�2.(.�-L'��n.�-� 'Z� ���r.��--�.� �- �-L��-c �. �:���}-�. �,�� ,..�.,�� , .,,--,,v� ��-- I �� 5 v ACKNOWLEDGMENT Commonwealth of Pennsylvania County of Cumberland I, ALICE L. SOUDER, Testatrix, whose name is signed to the attached 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. � r x �j� ..%'S'�.�C�=--'� '`��/��G,�� �ry' �(� ALICE L. SOUDER Sworn or affirmed to and subscribed before me by ALICE L. SOUDER, the Testatrix, r--�l ` I this c�� day of f V�V t YY i � � , 2014. , '� _ - C �� Notary Public' CQNdh50PJWE�,l7'i-9 CJF PENNSYLVANIA fliotarial Seal M�ry+McGil9,Not�ry Publie Camp Hiii�ro,Cumbertand County My Comm6�4on'r`.x,�ires Nov.15,2015 M�t�1Fi6R,FE�NSY!_VA�P�,A.",SOCWlION OF NOTARIES AFFIDAVIT Commonwealth of Pennsylvania County of Cumberland We, Debra K. Wallet and �L z)�S S'C� � ��k;�� j�-7 , the witnesses whose names are signed to the attached instrument, being duly qualified according to law, depose and say that we were present and saw the Testatrix, ALICE L. SOUDER, sign and execute the instrument as her Last Will and Testament; 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 18 years of age or older, of sound mind, and under no constraint or undue influence. �Q,A,.a u.1.�.,M„�- �1-�-�:J�:,_,�f,,_;���-�.�,1.�,,1L.L� Sworn or affirmed to and subscribed before me by ���,���, ��_ ��i�� ��� and )�'�5�.�eS�C� �i �t,o;��Z , witnesses, this ..�J� day of �����j � <-- , 2014. L �`� � ��" -� C^:r " '� ' ..tJU% Notary Public COMMONWEAL�OF PENNSYLVANIA Notarial Sea1 Mary McG;fl,Natary F'tsblic Camp Hill Boro,Cumberl�nd County My Commfsslon Expires Nov.15,2015 MEMBER,PENNS!°LVANIA A5SOCIATION OF NOTARIES �CIH[]E��JL]E �]F �]�IE�IAI, �]E�U�ES'�C� 7C� I,��7[° �IIe� ��T� '][[°]E�°�'AM]�1�T�[` �]F ����]]� Ieo ��gJ�]ER a. My daughter, SANDRA S. GLOTFELTER, of Enola, Pennsylvania: my jewelry, Syracuse china, Westmoreland silver, mink stroller, white leather chair, beige bedroom chair, and any automobile that I own at the time of my death. b. My daughter-in-law, TRACY SOUDER, of Salisbury, Maryland: my two teak chests. c. My grandson, CHRISTOPHER GLOTFELTER, of Enola, Pennsylvania: my Spode china, Gorham sterling silver, and Fostoria crystal. d. My son, DAVID E. SOUDER, of Salisbury, Maryland: all of my computer equipment, copier, and all tools. e. My grandson, MICHAEL E. GLOTFELTER, of Shermansdale, Pennsylvania: his � grandfather's flag, binoculars, and choice of any or all furniture not requested by � SANDRA S. GLOTFELTER or DAVID E. SOUDER. Y � � ��) � � � r�,�� ��