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HomeMy WebLinkAbout05-08-06 Register of Wills of Dauphin County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of H. Ray Mundorff No. d 1- D (g-- O'/O"G also known as Harry Ray Mundorff , Deceased Social Security No. 162-07-6794 Harry Ray Mundorff, Jr. Petitioner(s), who is/are 18 years of age or older, apply(ies) for: (COMPLETE "A" OR liB" BELOW:) n A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut or W Decedent, dated 11/9/2005 and codicil(s) dated no exceptions named in the Last Will of the State relevant circumstances, e.g., renunciation, death of executor, etc Except as follows, Decedent did not marry, was not divorced and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incapacitated: o B. Grant of Letters of Administration (c.t.a., d.b.n.c.t.a.: pendente lite, durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse (if any) and heirs: ......, r;:~..., '':' ::> Relationship I LJ Name R~sidence~; 1"...)- .) (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or principal residence at 13 East Orange Street, Shippensburg, PA (list street, number and municipality) Decedent, then 93 years of age, died April 25 ,2006 ,at 13 East Orange Street, Shippensburg, PA (Location) Decedent at death owned property with estimated values as follows: (if domiciled in PA) All personal property......................................... $ (if not domiciled in PA) Personal property in Pennsylvania .................... $ (If not domiciled in PA) Personal property in County.............................. $ Value of real estate in Pennsylvania ........................................................................................ $ T ota I ..................................................................................................................... $ 140,000.00 140,000.00 Real Estate situated as follows: Wherefore, Petitioner(s) respectfully request(s) the probate of the Last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersigned: Typed or printed name and residence Har Ra RW-7 Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Petitioner(s) above-named swear(s) and affirm(s) that 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, Petitioner(s) will well and truly administer the est~in~ Sworn to and affirmed and subscribed ~; ','" 5 -i h Harry Ray undo ,Jr. before me this _ day of ~ < - ~lt~~/ 'fW- I J'~ DECREE OF REGISTER Estate of H. Rav Mundorff also known as Harrv Ray Mundorff Social Security No: 162-07-6794 Date of Death: 4/25/2006 AND NOW, May 2006 , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, Deceased No. ;) { 0& bV/)?-- IT IS DECREED that Letters IX) Testamentary 0 of Administration (c.t.a., d.b.n.c.t.; pendente lite; durante absentia; durante minoritate) are hereby granted to Harry Ray Mundorff, Jr. in the above estate and that the instrument(s), if any, dated November 9, 2005, described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Lettersw.... :............................. I II Short Certificate(s) ......4..... $ $ $ $ $ $ Inventory & Tax Forms............. $ $ Renunciation........................ .. Affidavit ( ) ....................... )............ .. Extra Pages ( Codicil ................. ................ JCP Fee ................................. Other ...................................... TOTAL .............................$ RW-7A $ 2~O IS- (Gt; 0U'i1~(fM/l1A~{).h;~" ~steM~ ~ I -- \ ~ R, ~?~G rney 10.00 Attorney: Joel R. ZullinQer, ESQ. I.D. No: 17516 J.'~,: I I . .' I ! ':") I !. ,I /....\ i: ..,,,J',,-..j I ,..' \ \,' ,.._, ....: .-~" '~".'!,.~: :' \ s: au 3 o~ ,UJ Address: 14 North Main Street, SUi6et?2 1]d Q _ .i Ill) enn7 ChambersburQ, {:SA r~72afLi(1 Telephone: 717-264-6029 1 Q.,.OQ ~<) j::,:::i~K) Clj:~i..~~,:=i.~;~}j DATE FILED: ~~ ~ ,"'" 'i ~ ~ ~ ~ ~~ ~- S!. I JRZ - 5.1 mundorff.1 October 14, 2005 LAST WILL AND TESTAMENT I, H. RAY MUNDORFF, of 13 East Orange Street, Shippensburg, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby declare this to be my will, hereby revoking any and all former wills and codicils thereto by me heretofore made. I. I direct that all my just debts and funeral expenses, including all expenses of my last illness, shall be paid from my estate as soon as practicable after my decease as a part of the expense of the administration of my estate. II. I give, devise and bequeath the sum of One Hundred Thousand ($100,000.00) Dollars cash to Orrstown Bank, IN TRUST, nevertheless for the benefit of Memorial Lutheran Church, Shippensburg, Pennsylvania. Distribution amount as hereinafter defined shall be used by Memorial Lutheran Church for use of the Children's Department, Youth Department or for those children :in need of financial aid to attend Camp Nawakwa, the National Lutheran Youth Conference, as well as other child and yout~Z :~ei.~t~d rth6:t~h :1U 3~1.J.J J J ,~ O~,- 0 '-10;' ~ y N ~ ~ .~ ~J ~- activities. This bequest shall be made in memory of H. Ray and Kathleen S. Mundorff, with the church to provide a suitable plaque recognizing the gift. III. A. My trustee shall pay the distribution amount set forth below to or for the benefit of Memorial Lutheran Church, Shippensburg, Pennsylvania, quarter-annual in installments. B. The trustee shall pay to Memorial Lutheran Church, Shippensburg, Pennsylvania, in each tax year of this trust an amount (herein the "Distribution Amount") equal to four (4%) percent of the average of the fair market values of the assets of the trust as of the close of the last business day of the trust's three previous tax years (or such lesser number of tax years as are available for the first three tax years of the trust). In the case of a short tax year, the distribution shall be calculated as set forth in subparagraph C. below. In the case of contributions to or distributions from the trust, including initial funding, the Distribution Amount shall be determined as set forth in subparagraph D. below. C. For a short tax year, the Distribution Amount shall be based upon a prorated portion of the Distribution Amount set forth above comparing the number of days in the short Page 2 tax year to the number of days in the calendar year in which the short tax year is a part. D. In a tax year in which assets are added to or distributed from the trust (other than the Distribution Amount) (hereinafter "Adjustment Year"), the Distribution Amount shall be increased (in the case of a contribution) or decreased (in the case of a distribution) by an amount equal to four (4%) percent times the fair market value of the assets contributed or distributed (as of the date or dates of the contribution or distribution), multiplied by a fraction, the numerator of which is the number of days from the contribution or distribution to the end of the tax year and the denominator of which is the days in the tax year. Further, the year-end values for the two tax years preceding the Adjustment Year shall be increased by ~ the amount of such addition, or decreased by the amount ~ of such distribution, for purposes of computing the c--- s ~ average values used in determining the Distribution Amount for years following the Adjustment Year. E. All computations of the trust's assets' fair market value, or the value of any contributions or distributions as set forth above, shall include accounting income and principal, but no accruals shall be required. If the trust includes assets for which there is not a ready market, the trustee shall adopt such method of valuation as trustee deems reasonable in trustee's discretion under Page 3 J the circumstances. F. In addition to the Distribution Amount as determined above, the net accounting income earned in my estate and allocable to the residue shall be paid to the trust, and distributed to Memorial Lutheran Church, Shippensburg, Pennsylvania, in addition to the Distribution Amount set forth above. G. The Distribution Amounts from the trust shall be paid first from net accounting income, next from net realized short term capital gains, then from net realized long term capital gains, and as necessary from the principal of the trust. H. Should Memorial Lutheran Church, Shippensburg, the distribution amount Pennsylvania, cease to exist, shall be distributed to Shippensburg School District Foundation and Keystone Council, Boy Scouts of America with the funds to be used to help financially needy students and Boy Scouts, as the case may be, participate in school or boy scout activities. IV. I give, devise and bequeath the residue of my estate of every nature and wherever situate to my son, Harry Ray Mundorff, Jr., provided however, should my said son predecease me or die on or before the thirtieth day following my death, the residue of my Page 4 ~ ~ ~ ~ SJi. estate shall be distributed as follows: A. Fifty (50%) percent thereof to Orrstown Bank to be added to the aforementioned trust for the benefit of Memorial Lutheran Church, Shippensburg, Pennsylvania. B. Fifty to the Borough of (50% ) thereof percent Shippensburg with twenty-five (25%) percent to be used for the benefit of the Shippensburg Fire Department and twenty-five (25%) percent thereof to be used for the benefit of the Shippensburg Police Department. v. Any fiduciary under this will shall have the following powers in addition to those vested in them by law and by other provisions of my will applicable to all property whether principal or income, including property held for minors, exercisable without Court approval, and effective until actual distribution of all property: A. To retain any and all of the assets of my estate, real or personal, without any principle regard to of diversification of risk. B. To invest in all forms of property including stock, common trust funds and mortgage investment funds without restriction to investments authorized for Pennsylvania fiduciaries as they deem proper, without regard to any principle of diversification of risk. C. To sell at public or private sale, to exchange or to Page 5 ~ i ~ ~ ~ ~ '-~ ~, lease for any period of time any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms or conditions as they deem proper. D. To allocate receipts and expenses to principal or income or partly to each as they from time to time think proper. E. To compromise any claim or controversy. F. To distribute in cash or in kind or partly in each. G. To hold property in their names without designation of any fiduciary capacity or in the name of a nominee or unregistered. VI. 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 estate as a part of the expense of the administration of my estate. VII. The interest of the beneficiaries hereunder shall not be subject to anticipation or to voluntary or involuntary alienation; and the principal and income shall be paid by the trustee or guardian directly to or for the use of the beneficiary entitled thereto, without regard to any assignment, order, attachment or Page 6 claim whatever. VIII. I appoint my son, Harry Ray Mundorff, Jr. as executor of this my will. Should my son, Harry Ray Mundorff, Jr. predecease me, fail to qualify or cease to act, I appoint Orrstown Bank as executor of this my will. IX. No bond shall be required of any fiduciary hereunder in any jurisdiction. IN WITNESS WHEREOF, I hereunto set my hand and seal to this my last will and testament, consisting of eight typewritten pages, the first six of which bear my signature in the margin for the purpose of identification this ~day of -;1erpe~.A-/ , 2~c::J.s-: Signed, sealed, x ~f)7~ (SEAL) published and declared by the above-named testator as and for his last will and testament in our presence, who in his presence, at his request and in the presence of each ~~~:~ ,L \ ~ . UL~ f Ij; -- - /O/()'/ J3ldtLh {lIeu, . ~ -n. . /6.. Page 7 We, H. RAY MUNDORFF, and y~ c::: ~~ the testator and the whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testator signed and executed the instrument as his last will and testament and that he executed it as his free and voluntary act for the purposes therein expressed and that each of the witnesses, in the presence and hearing of the said testator signed the will as witnesses and to the best of their knowledge said signer was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. ~ ~~/1J LwzL;; Subscribed, sworn to and acknowledged before me by the above-named signer and subscribed an.d sworn to bef~r e by the above-name~nes~ this day of ~ ' 2 J. U-~ Notary ~ublic - - ~otarial Seal Carin L. 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