HomeMy WebLinkAbout08-06-15 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:
Jeffrey R.Zeigler
Decedent's Information
Name: Rita R.Zeigler File No: 21-15 0
a/k/a: Rita E.Zeigler (Assigned by Register)
a/k/a:
a/k/a: Social Security No:
Date of Death: 06/24/2015 Age at Death: 85
Decedent was domiciled at death in Cumberland County, PA (state)with his/her last
principal residence at 48 Mt.Rock Road,Newville 17241 West Pennsboro Cumberland
Street address,Post Office and Zip Code City,Township or Borough County
Decedent died at 442 Walnut Bottom Road,Carlisle 17013 Carlisle Cumberland PA
Street address,Post Office and Zip Code City,Township or Borough County Slate
Estimate of value of decedent's property at death:
If domiciled in Pennsylvania...................... All personal property $ 16,000.00
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 $ 16,000.00
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 is/are the Executor(s)named in the Last Will of the Decedent,dated 03/02/2012 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 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.
®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.t.a ord.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 proceedingwherein 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 adudicated an incapacitated person.
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❑NO EXCEPTIONS ❑ EXCEPTIONS
Petitioner(s),after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouses if an nc;Lleirs(attach
additional sheets,if necessary):
CTJ -O C7)
Name Relationship Address
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Form RW--02 rev.1 o-11-2011 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
Jeffrey R.Zeigler 35 Fish Hatchery Road
Shippensburg,PA 17257
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 De dent,Petitioners) ill well and truly administer the estate according to law.
Sworn t gr,giirmed a subscribed before I� Date
me this day if l Date
By: Date
For ster Date
BOND Required? YES 0 NO To the Register of Wills:
FEES: Please enter my appearance by my signature below:
Letters.......................................... $ Attorney Sig ure:
( 3 )Short Certificate(s)......... CkJ
( )Renunciation(s)..............
( )Codicil(s)........................
( )Affidavit(s)...................... Printed Name: Edward P Seeber
Bond.............................................
Supreme Court
Commission..........e. ................. ID Number: 76084
Other ' G p 0
Firm Name: JSDC Law Offices G'3 -{
Address: Suite C400
555 Gettysburg Pike
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Mechanicsburg,PA 17055 -G
Phone: 717-533-3280 -n
Automation Fee............................ - c� tv
Fax: 717-298-2093 .,.
JCSFee.......................................
TOTAL......................................... $ E-mail: eps@jsdc.com
DECREE OF THE REGISTER
Date of Death: 06/24/2015
Social Security No:
Estate of Rita R.Zeigler File No: 21-15 — �Y
a/k/a: Rita E.Zeigler
AND NOW, in consideration of the foregoing Petition,
satisfactory proof having been presented before me, IT IS DECREED that Letters Testamentary
are hereby granted to Jeffrey R.Zeigler
in the above estate and(if applicable)that the instrument(s)dated 03/02/2012
described in the Petition be admitted to probate and filed of record as the last ill(and Codicil(s)) f ecedent.
Regis r Wills
Copyright(c)2011 form software only The Lackner Group,Inc. Page 2 of 2
'
LAST WILL AND TESTAMENT
of
RITA R. ZEIGLER
I, RITA R. ZEIGLER,the Testatrix, a resident of Cumberland County, Pennsylvania, declare that
this is my Last Will and Testament. I hereby revoke all my previous wills and codicils.
Article One
Introductory Provisions
Section 1. Marital Status
I was married to JOHN R.'ZEIGLER who died on December 26, 2002.
Section 2. Children
All references to "my children", subject to the exclusion of any child under subsequent
provisions of this Section 2, are to all of the children so identified in this Section 2, but only to
those children and any children born to or adopted by me subsequent to the execution of this; my
Last Will and Testament.
a. My Children
The names and birth dates of my children are:
Name Birth Date
JEFFREY R. ZEIGLER June 8, 1951
JARED L. ZEIGLER June 1, 1952
Section 3. Exclusion of Certain Persona
I have intentionally, and with full knowledge chosen to exclude my gralaughter,*ISS
ZEIGLER OLIHTy, from any distribution under this Will due to the fact th =sbe,receimod hi
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share during my lifetime. -0 -) un) to
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Article Two
Appointment of My Personal Representatives
Section 1. Nomination of My Personal Representatives
I appoint the following to be my Personal Representative(s) in the order of priority in which their
names appear:
JEFFREY R. ZEIGLER; then
CLINTON ZEIGLER; then
DAVID MARRAZO and ANN CAVANAUGH
If, for any reason, the Personal Representative(s) named above are unable or unwilling to serve,
the next successor Personal Representative(s) shall serve in the order of priority listed until the
list has been exhausted. Unless otherwise specified, if Co-Personal Representatives are serving,
the next named successor Personal Representative shall serve only after all of the Co-Personal
Representatives cease to act as.Personal Representatives.
Section 2. Waiver of Bond
No bond or undertaking shall be required of any Personal Representative nominated in this Last
Will and Testament.
Section 3. General Powers
My Personal Representative'shall have full authority to administer my estate under the laws of the
Commonwealth of Pennsylvania relating to the powers of fiduciaries. My Personal Representative
shall have the power to administer my estate under the Pennsylvania Probate, Estates and
Fiduciaries Code.
Article Three
Disposition of My Property
Section 1. Estate Planning Letter or Memorandum
To the extent permitted by state law and.not necessary to fully utilize my Unused Applicable
Credit Equivalent, my Personal Representative shall distribute such of my personal or household
items to such persons as I may direct by a written instrument signed by me and delivered to my
Personal Representative.
Section 2. Distribution to My Revocable'Living Trust
I give all the rest, residue and remainder of my property of whatever nature and kind and
wherever located to the then acting Trustee(s) of my revocable living trust of which I am a
Trustor known as the:
RITA R. ZEIGLER LIVING TRUST,
dated January 8, 2003, and any amendments thereto.
Section 3. Alternate Disposition
If my revocable living trust is not in effect for .any reason, I give all of my property to my
Personal Representative under this will as Trustee who shall hold, administer and distribute my
property as a testamentary trust the provisions of which are identical to those of.my revocable
living trust on the date of execution of this Last Will and Testament, or as thereafter amended.
Article Four
Death Taxes
Section 1. Definition of Death Taxes
The term "death taxes," as used in this will, shall mean all inheritance, estate, succession, and
other similar taxes that are payable by any person on account of that person's interest in the
estate of the decedent or by reason of the decedent's death, including penalties and interest, but
excluding the following:
a. Any additional to the federal estate tax for any "excess retirement accumulation"
under Internal Revenue Code Section 4980A.
b. Any additional tax that may be assessed under Internal Revenue Code Section
2032A or 2057; and
C. Any federal or state tax imposed on a Generation Skipping Transfer, as that term
is defined in the federal tax laws, unless the applicable tax statutes provide that
the Generation Skipping Transfer Tax is payable directly out of the assets of my
gross estate.
Section 2. Payment of Death Taxes
Pursuant to the terms of my revocable living trust, all death taxes whether or not attributable to
property inventoried in my probate estate shall be paid by the Trustee from my Trust. However,
if my Trust does not exist at the time of my death or if the assets of my Trust are insufficient to.
pay the death taxes in full, I direct my Personal Representative to pay any death taxes that cannot
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be paid by my Trustee from the assets of my probate-estate by equitably prorating and
apportioning those taxes among the beneficiaries of this will.
Unless specifically provided otherwise in my Trust, all death taxes incurred by reason of assets
being transferred outside of my Trust or probate estate shall be assessed against those persons
receiving such property.
Section 3. Waiver of Right of Reimbursement Under Code Section 2207A
I hereby waive my estate's right of reimbursement under Code Section 2207A.
Article Five
General Provisions
Section 1. No Contest'Clause
If any person or entity singularly or in conjunction with any other person or entity, directly or
indirectly, contests in any court the validity of this Last Will and Testament including any
codicils thereto, then the right of that person.or entity to take any interest in my estate shall cease
and the demise of that person (and his or her descendants) or entity shall be deemed to have
occurred prior to mine.
Section 2. Captions
The captions of Articles, Sections and Paragraphs used in this Last Will and Testament are for
convenience of reference only and shall have no significance in the construction or interpretation
of this Last Will and Testament.
Section 3. Severability
Should any of the provisions of this Last Will and Testament be for any reason declared invalid,
such invalidity shall not affect any of the other provisions of this will and all invalid provisions
shall be wholly disregarded in interpreting this Last Will and Testament.
Section 4. Governing Law
This Last Will and Testament shall be construed, regulated and governed by and in accordance
with the laws of the Commonwealth of Pennsylvania.
I signed this,my Last Will and Testament, on MAR b 2 2012
Ye
RITA R. ZEI R
ATTESTATION CLAUSE
On this MAR 0.2 2012 , RITA R. ZEIGLER, Testatrix, personally Published and Declared
the foregoing instrument, as and for her Last Will and Testament, in the presence of each of us
and all of us together, who, at her request, in her presence, and in the presence of each other, also
signed the said instrument as witnesses. 'We further state that each of us believes that at the time
she executed the foregoing instrument shewas of sound mind and memory, of.lawful age, and
did so execute it as her own free act and deed and not under the constraint or undue influence of
any per on.
itness
Street Address
City, State, Zip
itness
IZEr .
Street Address
City, State,Zip
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
We, RITA R. ZEIGLER, and
Li the Testatrix and the witnesses, respectively, whose
names are signed to the attached or foregoing instrument, being duly first sworn, do hereby
declare to the undersigned authority that we were present and saw the Testatrix sign and execute
the foregoing instrument as her Last Will and Testament; that the Testatrix signed it willingly, or
directed another to sign it for the Testatrix, that it was executed as her free and voluntary act for
the purposes therein expressed; that each subscribing witness in the presence and hearing of the
Testatrix signed the Last Will and Testament as a witness; and that to the best of our knowledge
the Testatrix was at the time of sound mind and memory, of lawful age, and under no constraint
or undue influence.
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R A R. Z G
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itnes
SUBSCRIBED, SWORN TO and ACKNOWLEDGED before me, a notary public, by
RITA R. ZEIGLER, the Testatrix, and F� and
the witnesses, on this MAR 01 2012
COMMONW€ALN OF PENNSYLVANIA
Notarial Seal
Not ublie Cheryl L.Baker,Notary Public
upper Allen Twp.,Cumberland County
My Commission Expires)an.13,2015
MEMBER,PENNSYLVANIA ASsoaATION OF NOTARIES
REGISTER OF WILLS CERTIFICATE OF
CUMBERLAND COUNTY GRANT OF LETTERS
PENNSYLVANIA
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0 2015- 00858 PA No. 2 i�7 0841
J Es to to Of: RITA R ZEIGLER n ca c5
OD �1 (First,Middle,Last) �'y, „� rr7 C
alk/a: RITA E ZEIGLER =� ��
'z
Late Of: WEST PENNSBORO TOWNSHIP.
N N CUMBERLAND COUNTY =�, 3 '17
Deceased
1750 Social Security No:
WHEREAS, on the 6th day of August 2015 an instrument dated
March 2nd 2012 was admitted to probate as the last will of
RITA R ZEIGLER
(First,Middle,Last)
a/k/a RITA E ZEIGLER
late of WEST PENNSBORO TOWNSHIP, CUMBERLAND County,
who died on the 24th day of June 2015 and,
WHEREAS, a true copy of the will as probated is annexed hereto.
THEREFORE, I, LISA M. GRAYSON, ESQ. , Register of Wills in and
for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby
certify that I have this day granted Letters TESTAMENTARY to:
JEFFREY R ZEIGLER
who has duly qualified as EXECUTOR(RIX)
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 VA N/A.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my office on the 6th day of August 2015.
/�.
ist r of Wilis
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**NOTE** ALL NAMES ABOVE APPEAR (FIRST, MIDDLE, LAST)
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