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HomeMy WebLinkAbout09-25-15 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: Name: Bettv Jane Peters File No: c-1,5- I W5 a/k/a: (Assigned by Register) a/k/a: a/k/a: Social Security No: Date of Death: 9-19-2015 Age at death: 88 Decedent was domiciled at death in Cumberland County, Pennsvlvania (state)with his/her last principal residence at 364 Raymond Rd., Enola 44 S J-Plr/v5l6o reo PW�umberland Street address,Post Office and Zip Code City,Township or Borough County Decedent died at 1000 W. South St., Carlisle Cumberland 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 $ 40.000 If not domiciled in Pennsylvania. ......... . . ........... . Personal property in Pennsylvania $ If not domiciled in Pennsylvania. ......... . . ........... . Personal property in County $ Value of real estate in Pennsylvania.......... ............. . .. .. .................... . ....... . $ 158.000 TOTAL ESTIMATED VALUE. .. . $ 198.000 Real estate in Pennsylvania situated at: 364 Ravmond Rd. Enola Cumberland (Attach additional sheets,if necessary.) Street address,Post Office and Zip Code City,Township or Borough County 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 8-15-2007 and Codicil(s) thereto dated pi State relevant circumstances(e.g.renunciation,death of executor,etc.) C> CI3 n C� Except as follows: after the execution of the instrument(s)offered for probate Decedent did not marry,was not divor ed;-wanot a party to a lieng divorce proceeding wherein the grounds for divorce had been established as defined in 23 Pa.C.S. §3323(g),ani did not ha v�chilai"born'or adopted;and Decedent was neither the victim of a killing nor ever adjudicated an incapacitated person. , ❑NO EXCEPTIONS ❑EXCEPTIONS 4, C' ❑ B. Petition for Grant of Letters of Administration (If applicable) r-� r,� r" c.t.a.,d.b.n.,d.b.n.c.t.a.,pendente lite,durante•ab"sehtia,durqyiV mihart ,le co If Administration,ca.a. or tLb.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, if necessary): Name Relationship Address Oath of Personal Representative Official Use Only COMMONWEALTH OF PENNSYLVANIA } } SS: COUNTY OF Cumberland } Petitioner(s)Printed Name Petitioner(s)Printed Address George N. Peters 6932 Wertzville Rd., Enola, PA 17025-1037 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 Decedent the Petitioner(s)will well and truly administer the estate according to law. Sworn t ffirmed d subs ribed before � %�) / Date me this day o , 205 Date By: Date For the Register Date BOND Required:AYES E]NO To the Register of Wills: FEES: Please enter my appearance by my signature below: Letters. . . . . . . . . . . . . . . . . . . . . . $ Attorney Signature: ( ) Short Certificate(s).. . . . . 2,5 , ( )Renunciation(s).. . . . . . . . ( )Codicil(s). . . . . . . . . . . . . ( )Affidavit(s).. . . . . . . . . . . Bond.. . . . . . . . . . . . . . . . . . . . . . . Printed Name: Commissjo . . . . . . . . . . . . . . . . . . Supreme Court Other (� . : : : : : : � ID Number: 1 ;J,- rn V1 . . . . lS Firm Name: e �� M -) . . . . . . . . Address: r ;'js . . . . . . Phone: - ? -'✓' �` ~'ti Automation Fee. . . . . . . . . . . . . . . S Fax: JCS Fee. . . . . . . . . . . . . . . . . . . . . b Email: `•; t� `n . . . . $ 3'70-,5C_) G7 0 TOTAL. . . . . . . . . . . . . . . . _71 Cfl -n DECREE OF THE REGISTER Estate of 'J�. Fefie�S File No: �� _ con a/k/a: AND NOW, !Sg 1�l r Ibex 2.5 2 ,in consideration of the foregoing Petition, satisfactory proof having been presented before me,IT IS DECREED that Letter are hereby granted to in the above estate and(if applicable)that the instrument(s)dated "-F a C M described in the Petition be admitto to probate and filed of record as the last Will(and Codicil(s)) of Decedent. -4r_� h Rg' r of Wills p-e*- y� RE CC DED1 OF F ICF OF R E C I t ,, F EV'I L L S ?015 91 25 Pfl 1158 CLE1,i\ CIF . OU H A N C Q U U LAST WILL AND TESTAMENT UM JERI"00 00- P'A OF BETTY JANE, PETERS I, BETTY JANE PETERS, declare this to be my Last Will and revoke any Will or Codicil previously made by me. ITEM 1: Upon my demise, I direct that my body be buried at Fort Indiantown Gap National Cemetery,Annville,Lebanon County,Pennsylvania. ITEM 2: I direct that all my just debts and funeral expenses be paid as soon as practical after my death. ITEM 3: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary as a part art of v� Wthe expense of the administration of my Estate. H AW, ITEM 4: I give, devise and bequeath all the rest, remainder and residue of my estate of W ti every nature and wherever situate,together with all insurance thereon,to my beloved husband, GEORGE ALBERT PETERS,provided he survives my death by thirty(30)days. W ITEM 5: Should my beloved husband, GEORGE ALBERT PETERS, predecease me or fail to survive my death by thirty (30) days, I give, devise and bequeath all of my estate of every nature and wheresoever situate,together with insurance thereon,to my issue,per stirpes. ITEM 6: My Executor, trustee or their successors shall have the following powers in addition to those given by law to be exercised by them in their absolute discretion,which powers shall be Page 1 of 6 applicable to all property held by them, effective without the order of any court and until the actual distribution of all such property: a. To retain any investments at discretion including stock of any corporate fiduciary hereunder or of a holding company controlling it; b. To invest and reinvest in the executor's or trustee's discretion as permitted under Act 28 of 1999, as amended,the"Prudent Investor Act,"with the specific right to invest in stocks, bonds and real estate, including non-income producing residential real estate for the occupancy of any present income beneficiary or beneficiaries, and in such diversified, proprietary money market and mutual funds, including such mutual funds of any corporate fiduciary hereunder or those of any successor or affiliated corporation or a holding company controlling it,as my executor and trustee deem appropriate; C. To sell,to grant options for the sale of,or otherwise convert any real or personal property or interest therein, at public or private sale, for such prices, at such time, in such manner and upon such terms as they may think proper, and to execute and deliver good and sufficient conveyances, assignments and transfers thereof without liability of any purchaser to see to the application of the purchase money; U Wd. To borrow money and to secure the repayment thereof by mortgage of real or personal H aW, property, pledge of investments or otherwise, without liability on the part of the lenders to see to the W application thereof; ti He. To compromise claims by or against my estate or any trust created hereunder; W � f. To allocate and distribute different kinds or disproportionate shares of property or undivided interests in property among beneficiaries or trusts, in cash or in kind, or partly in each; g. To register investments in the name of a nominee or to hold the same unregistered in such form that they will pass by delivery; Page 2 of 6 h. To join in any recapitalization, merger, reorganization or voting trust plan affecting investments; to deposit securities under agreement; to subscribe for stock and bond privileges; and generally to exercise all rights of security holders; i. To manage, operate, repair,alter or improve real estate or other property, and to lease real estate and other property upon such terms and for such period as my executor and trustee deem advisable even for more than five(5)years and beyond the duration of any trust; j. To deduct administration expenses upon either the federal estate tax return or fiduciary income tax return with or without adjustment as between principal and income, as my corporate or disinterested executor shall determine; k. To associate with them in the absence of a corporate fiduciary, an accountant,custodian and investment advisor, and other agents and to compensate them from principal or income or both, as my executor or trustee shall determine, such compensation to be a reduction of the compensation of my executor or trustee; 1. To associate with them at any time, in their absolute discretion and of their choice, a corporate fiduciary which shall have the same powers as my executor or trustee, such designation by my Wexecutor or trustee and acceptance by a corporate fiduciary to be in writing; a Zin. To combine, without prior court approval, any trust herein with any other trust with substantially similar provisions, although such other trust may have been created by separate instruments and by different persons, and, if necessary to protect different future interests, to value the assets at the W PG time of such combination and to record the proportionate interest of each separate trust in the combined fund; provided however, that no such combination shall be permitted if the effect of such combination would be (1) to violate the applicable rule against perpetuities; (2) to disqualify any interest in one or more of such trusts for a deduction for federal estate tax purposes which would otherwise be allowable; or Page 3 of 6 (3) to cause the loss of the exempt status of one or more of such trusts from the imposition of the generation-skipping tax; n. To exercise any stock options which they may receive; to borrow such funds from any source as my executor or trustee may deem necessary for the exercise of such options; and to pledge assets as my executor or trustee deems appropriate for this purpose; o. No trustee shall be required to qualify before, be appointed by, or, in the absence of a breach of trust, account to any court(and failure to account alone shall not be considered such a breach); nor shall trustee be required to obtain the order or approval of any court in the exercise of any power or decision granted hereunder; P. To allocate any generation-skipping transfer tax exemption from the federal generation- skipping transfer tax to any property to which I am deemed the transferor under the provisions of Section 2652(a)of the Internal Revenue Code of 1986 and its successors, including any property transferred under my will and any property not in my probate estate and any property transferred by me during life as to which no allocation was made prior to my death, to the extent necessary to cause the inclusion ratios applicable to such transfers to be zero; q. To disclaim any interest in property without court approval; and H aW, r. To do all other acts and things necessary or appropriate in the management, W ti administration and distribution of my estate or trust. ITEM 7: Until distributed, no gift or beneficial interest shall be subject to anticipation or voluntary or involuntary alienation. ITEM 8:. 1 appoint my husband, GEORGE ALBERT PETERS, Executor of this, my Last Will. In the event my husband, GEORGE ALBERT PETERS, predeceases me, fails to qualify or ceases to act as Executor, I appoint my son, GEORGE NICHOLAS PETERS,II, of 6932 Wertville Road,Enola, Page 4 of 6 Pennsylvania, first alternate Executor of this my Last Will. In the event both my husband, GEORGE ALBERT PETERS and my son, GEORGE NICHOLAS PETERS, II, predecease me, fail to qualify or cease to act as Executors, I appoint, THOMAS ALBERT PETERS, of 10 Reliance Court, Mayflower, Arkansas, second alternate Executor of this my Last Will. ITEM 9: 1 direct that my personal representative, trustee, or their successors, shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament,thisl 5 4%i day of ,2007. BETTY JANE PIETEAS Signed, sealed,published and declared by the above-named Testatrix as and for her Last Will and Testament in our presence, who, at her request, in her presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses. residing at /y/ p r ,� rwi,Z't �L/�-r -V'0 residing at Page 5 of 6 i COMMONWEALTH OF PENNSYLVANIA ) ss: COUNTY OF CUMBERLAND ) We, BETTY JANE PETERS, C 0Lt^.3 E and J . Ms►,r ,,�C:�L_j SvA GR, tthe Testatrix and the witnesses respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and that she had signed willingly, and that she executed it as her free and voluntary act for the purpose therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the will as witness and that to the best of his or her knowledge, the Testatrix was at the time eighteen(18)years of older, of sound mind and under no constraint or undue influence. ETTY JA �E�TE`RS i s Witness Subscribed, sworn and acknowledged before me by BETTY JANE PETERS, the Testatrix, and subscribed and sworn to before me by /-'s A a Z, - C01A j C and tel J. MA,--n.+e,,.j ����z�s�-, the witnesses, this 1 day of 12007. Notary Public ( AL) COMMOMWEAL?N OF PENNSYWAMM_�,M NOTARIAL SEAL HENRY F.COYNE,NOTARY PUMA Page 6 of 6 NAMPDEN TWP.,CUMBERLAND COUNir MY COMMISSION EXPIRES JUNE 11 2008