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HomeMy WebLinkAbout06-29-06 PETITION FOR PROBATE and GRANT OF LETTERS Social Security No. 194-66-1239 No 21-06- 511lo To: Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania Estate of also known as Melissa M. Rohrer The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older and the executrix in the last will of the above decedent, dated Feb.25,2002 and codicil(s) dated N/A named (state relevenat circumstances, e.g. renunciation, death of executor, etc.) Decedent was domiciled at death in Cumberland with her last family or principal residence at 8 Cedar Street, Lower Mifflin Twp., Newville PA 17241 (list street, number and municipality) Decedent, then 38 years of age, died June 12,2006 at 1484 Center Road, Lower Mifflin Twp., Newville PA 17241 Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: No Exceptions County, Pennsylvania, 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 situated as follows: $ unestimated $ $ $ Total: unestimated WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary (testamentary; administration c.t.a.; administration d.b:.~).c.t.a.) ::..~~) - '--'1 t"-~) UATH ut' P~K~UNAL K~PK~~NTATIV~ COMMONWEA TLH OF PENNSYLVANIA COUNTY OF CUMBERLAND N The petitioner(s) above-named swear(s) or affirm(s) that the statement in the foregoing peition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to Of affirmed ~d subscribed 1u ~U ~'^ ~ rt~~ before me thiS c2~ aayof C June 2006 ,~~.,,~,. f", ,'SbfxnrJ<-<' . 't l"~~~Register No. 21-06- (h)'ll.1) Estate of Melissa M. Rohrer , Deceased DECREE OF PROBATE AND GRANT OF LETTERS ~ AND NO" 1 c-..J) - ~~ 20 C,,'\..o , in consideration of the petition on the reverse side ereof, satIsfactory proof havmg been presented before me, IT IS DECREED that the instrument(s) dated_ Feb.25,2002 described therein be admitted to probate and filed of record as the last will of Melissa M. Rohrer and Letters Testamentary are hereby granted to Joyce Ann Anderson FEES Probate, Letters, Etc. $ ~ . Ol--:> Short Certificates13) $ \ ~ - uu Rellum.:ialiull Lo...Y--J-l $ ~. <\' _ 1.."0 ..J C ,? $ Ie. .:.Fe Cv~..~.,.;;;:::-t'~.,~ 5. v~) Total $ l.o,;;l. - elL:> Filed. ~J;),c:1 Lc\Q................ ~ ~<a~ . .. ister~IS7 ~^ . vb Stephen D. Tiley 32318 ATTORNEY (Sup. Ct. J.D. No.) 5 South Hanover Street Carlisle, Pennsylvania 17013 ADDRESS (717) 243-5838 PHONE "'. ...._'''~''''4~~.--"'--'-"''''._..........-.,.;__=_".'~.'~1___ LAST WILL AND TEST AMENT OF MELISSA M. ROHRER I, Melissa M. Rohrer,. a resident of 1484 Center Road, Newville, Cumberland County, Comm<:mwealth of Pennsylvama 17241, do hereby make, publish and declare this as and for my Last WIll and Testament, hereby revoking and making void any and all Wills and Codicils by me at anytime heretofore made. FIRST I direct the payment of my just debts and funeral expenses as soon after my death .,as mar') be convenient. , ,c.) I direct that all federal and Pennsylvania estate taxes, Pennsylvania inheritance taxes, and '; generation-skipping transfer tax payable as a result of my death, not limited to taxes attrib!$ble to: property passing under this Will, shall be paid by my Executor from my residuary estate~ I direct ~::; my Executor not to seek reimbursement for any tax so paid from any beneficiary under this Will, heir of mine, or other transferee of property included in my gross estate. I make this direction knowing that the Pennsylvania inheritance tax rate for my stepson is presently greater than the rate for my son. ;-, SECOND I declare that I am the widow of Gerald F. Rohrer. I had one child prior to my marriage to Gerald F. Rohrer, to wit: Robert S. Hostler, a son born January 7, 1988. My deceased husband had a son born prior to our marriage, to wit: Adam F. Rohrer, born December 17, 1988. Although not adopted by me, I have always considered my stepson Adam F. Rohrer like a son to me and, as nearly as possible, I desire that he be treated equally with my son Robert S. Hostler. THIRD All the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, I give, devise and bequeath, in equal shares, per stirpes and not per capita, unto such of my children and my stepson Adam F. Rohrer as shall survive me by ninety (90) days, but should any of them fail to so survive me then the share such deceased child or said stepson of mine would have received shall pass to such of his or her issue as shall survive me by a period of ninety (90) days, per stirpes, and if there be no such issue the same shall lapse and be added to the remaining share or shares; Provided However, that if any child of mine or my said stepson, or any issue of any child or said stepson, shall be under twenty-one (21) years of age at my death, the share of my residuary estate that that child or said stepson or issue shall be entitled to shall instead pass in trust as set forth in paragraph five (5) of this Will. At the present time I have one child, as aforementioned, and therefore, at the present time my estate would be divided into two shares, one for my son Robert S. Hostler and one for my stepson Adam F. Rohrer. In the event that neither my said stepson nor any child shall survive me by the aforesaid period of ninety (90) days, nor the issue of any of them survive me, I give, devise and bequeath all the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same ~ may be situate, to my sister Joyce Ann Anderson. !~ FOURTH "'1--\ Should any child of mine survive me who is less than twenty-one (21) years of age, and -! .,::-J should the fa~her of that child predecease me, then in such event, [ nominate, constitute and appoiur ,:~,~ my sister Joyce Ann Anderson, as Guardian of the person of such child of mine. ~ FIFTH LAST WILL AND TEST AMENT OF MELISSA M. ROHRER I, Melissa M. Rohrer, a resident of 1484 Center Road, Newville, Cumberland County, Commonwealth of Pennsylvania 17241, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void any and all Wills and Codicils by me at anytime heretofore made. FIRST I direct the payment of my just debts and funeral expenses as soon after my death!as. mar;~', be convenient. . , ' ',- I direct that all federal and Pennsylvania estate taxes, Pennsylvania inheritance taxe~,and - generation-skipping transfer tax payable as a result of my death, not limited to taxes attribut.able to'_ property passing under this Will, shall be paid by my Executor from my residuary estate~ I direct {v my Executor not to seek reimbursement for any tax so paid from any beneficiary under this Will, heir of mine, or other transferee of property included in my gross estate. I make this direction knowing that the Pennsylvania inheritance tax rate for my stepson is presently greater than the rate for my son. i i SECOND I declare that I am the widow of Gerald F. Rohrer. I had one child prior to my marriage to Gerald F. Rohrer, to wit: Robert S. Hostler, a son born January 7, 1988. My deceased husband had a son born prior to our marriage, to wit: Adam F. Rohrer, born December 17, 1988. Although not adopted by me, I have always considered my stepson Adam F. Rohrer like a son to me and, as nearly as possible, I desire that he be treated equally with my son Robert S. Hostler. THIRD All the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, I give, devise and bequeath, in equal shares, per stirpes and not per capita, unto such of my children and my stepson Adam F. Rohrer as shall survive me by ninety (90) days, but should any of them fail to so survive me then the share such deceased child or said stepson of mine would have received shall pass to such of his or her issue as shall survive me by a period of ninety (90) days, per stirpes, and if there be no such issue the same shall lapse and be added to the remaining share or shares; Provided However, that if any child of mine or my said stepson, or any issue of any child or said stepson, shall be under twenty-one (21) years of age at my death, the share of my residuary estate that that child or said stepson or issue shall be entitled to shall instead pass in trust as set forth in paragraph five (5) of this Will. At the present time I have one child, as aforementioned, and therefore, at the present time my estate would be divided into two shares, one for my son Robert S. Hostler and one for my stepson Adam F. Rohrer. In the event that neither my said stepson nor any child shall survive me by the aforesaid period of ninety (90) days, nor the issue of any of them survive me, I give, devise and bequeath all the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same ~ may be situate, to my sister Joyce Ann Anderson. (' ,~ i ~ FOURTH ij~\ Should any child of mine survive me who is less than twenty-one (21) years of age, and ~~':::.!,~ should the father of that child predecease me, then in such event, I nominate, constitute and appoint ,;,,1 my sister Joyce Ann Anderson, as Guardian of the person of such child of mine. ~ FIFTH . ", Should any person less than twenty-one (21) years of age be entitled to a distribution out of the r~siduary of my estate pursuant to Paragraph Third herein, I direct such share shall be paid to my SIster Joyce Ann Anderson, as Trustee and Guardian of the estate of such person, but if she should decline, cease or be unable to act as such, then in such event, I nominate, constitute and appoint my brother-in-law, Eugene Rohrer, as alternate or successor Trustee and Guardian of the estate of such person. I further direct that no said Trustee or Guardian shall be required to post any bond to secure the faithful performance of his or her or its duties in the Commonwealth of Pennsylvania or in any other jurisdiction, and I authorize and direct said Trustee or Guardian of the es~a!e of such person to receive and to invest said distribution and to pay so much of the income ansmg thereon together with so much of the principal thereof as in its opinion is necessary or Last Will and Testament of Melissa M. Rohrer Page 1 of 3 desirable to be expended for the proper maintenance, support and education of such person, and upon such person attaining twenty-one (21) years of age, to pay the then remaining principal together with any undistributed income to such person. It is my intention that a separate guardianship estate or trust be established for each such person less than twenty-one (21) years of age who is entitled to a distribution out of the residuary of my estate. SIXTH Any and all payment or payments of any sum or sums, whether in cash or in kind and whether for principal or income, payable to any said child or children, shall be made upon the sole receipt of the respective individual to whom the payment is made, and free from anticipation, alienation, assignment, attachment and pledge, and free from control by the creditors of any such beneficiary. All shares of principal and income herein given shall be free from anticipation, assignment, pledge or obligations of any beneficiary, and shall not be subject to any execution or attachments. SEVENTH I hereby nominate, constitute and appoint my sister Joyce Ann Anderson as Executrix of this my Last Will and Testament. In the event of the renunciation, death, resignation or inability to act for any reason whatsoever of my said sister Joyce Ann Anderson, I nominate, constitute and appoint my brother-in-law, Eugene Rohrer" as Executor of this my Last Will and Testament. I further direct that no bond or other security shall be required of any Executor or Executrix appointed in this Will for the performance of his, her or its duties in any jurisdiction in which he, she or it may be called upon to act. The terms Executor or Executrix may be used interchangeably in this Will and shall refer to any Executor or Executrix appointed in this will, or any other Administrator appointed by a court of competent jurisdiction. EIGHTH In addition to, and not in limitation of, the powers conferred by law or by other provisions of this Will, my Executrix shall have the following powers, each of which may be exercised from time to time by my Executrix in her sole discretion: (a) To retain in the form received, and to sell either at public or private sale, or to distribute in kind, any real or personal property. (b) To manage both real and personal property. (c) To invest and reinvest in all forms of property, notwithstanding the fact that any or all of the investments made are of a character or size which but for this expressed authority would not be considered proper for an Executrix. (d) To exercise any option or rights arising from the ownership of investments. (e) To compromise claims without court approval and without the consent of any beneficiary . IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament, written on three (3) pages (including notary page), this 25th day of February, 2002. .,..~---..---_..._._-' ....-.....--....., Signed, sealed, published, and declared by Melissa M. Rohrer, the Testatrix above named, as and for her Last Will and Testament, in our presence, who, in her presence, at her request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. .~0' ';&7) v'Ll ,> ,.~,.>,.~./ L~' /,..>----...--=:1//:/ / A- ) L._____>--...-...-. OJ ;..tsAr..... ' . 1,-,,- Last Will and Testament of Melissa M. Rohrer Page 2 of 3 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ) ) SS: ) We, Melissa M. Rohrer, the Testatrix in, and and , the witnesses, to the Last Will and Testament, the attached or foregoing instrument, who have signed the instrument, having been duly qualified according to law do depose and say: a. that I, the Testatrix, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament, that I signed it willingly and as my free and voluntary act for the purposes therein expressed; and b. that we, the witnesses, were present and saw the Testatrix sign and execute the instrument as her Last Will and Testament, that she signed it willingly and 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 Last Will and Testament as a witness and that to the best of our knowledge the Testatrix was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. C1'~ L/ idi / 7: v,,}2u /,{ I _ ; ./ lbt ~- CJ ---:? ';' . .. '. ..f Ji// ~ --~7"" -igr- [.. ~ " '~ . '.} C~::~' N6L .A ,L Subscribed, sworn to and acknowledged before me by the Testatrix and the witnesses above-named, this 25th day of February, 2002. \/~~;J'(~_~ . ;h~ -~ Notary Public NOTARIAL SEAL ROBERT G. fREY. NOTARV PUBLIC CAAllSU, CUMBERLAND COUNTY. PI. MY COMMISSION EXPRIRES JUNE 3. 2002 Last Will and Testament of Melissa M. Rohrer Page 3 of 3