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HomeMy WebLinkAbout02-08-07 PETITION FOR PROBATE AND GRANT OF LETTERS REGISTER OF WILLS OF Cumhp.r1and COUNTY, PENNSYLVANIA Estate of Kat h r y n Lou i s e S n y d e r also known as Kat h r Y Il S Il Y d 8 r File Number ,~ \ b-' 0 \,). t) , Deceased Social Security Number 174-05-1096 Petitioner(s), who is/are 18 years of age or older, apply(ies) for: (COMPLETE 'A' or 'B' BELOW:) D A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is / are the last Will of the Decedent dated 1? /1 R /1 Q Q 7 and codicil(s) dated . Executor named in 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 instrument(s) offererl for probate, was not the victim of a killing and was never adjudicated an incapacitated person: D B. Grant of Letters of Administration (If applicable, enter: c.t.a.; d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritate) 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: (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.) Name Relationship Residence . .... :~) ~_..1 iJ ~~ ll; . ' (COMPLETE IN ALL CASES:) Attach additional sheets ifnecessary. I (;:) Decedent was domiciled at death in Cum b e rIa n d f./-~ <1'{7IlI.,/~tt.. ad,,,}:: (List street address. town!citf, t~wnship, ~ounty. state, zip code) County, Pennsylvania with his / her last principal residenGe at (J f} de to I " '- ".- r ~ / 7 f) I 3..: 1 ~- -.j Decedent, then 87 years of age, died on Fe b. 3. 200 7 at Harrisburg Hospital~~ Decedent at death owned property with estimated values as follows: (If domiciled in P A) All personal property (If not domiciled in P A) Personal property in Pennsylvania (If not domiciled in PA) Personal property in County Value of real estate in Pennsylvania 2,500,000 $ $ $ $ 7.00,000 situated as follows: 48 Strayer Drive, Carlisle, PA 17~ IS . 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: T ed or rinted name and residence t~o LI/0t-Jni2IJE ~L lSL c A ) 10} ~ Form RW-02 rev. 10.13.06 Page 1 of2 Oath of Personal Representative COMMONWEALTH OF PENNSYL V ANlA ss C~UNTCOF ClJmb~Hl&ud . The Petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief ofPetitione.r(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. before me the ~~~~ f(;~e of Pel's n / Representative Sworn to or affinned and subscribed -cC) h.....') C:.:'~) c::~) >-; Signature of Personal Representative ( ) - "'~l ""'""7'"; ir""; ~..' ~j Signature of Pel'sonal Representative ,-I . . C<J File Number: [) \ 01 (jld.B ~j-; --1 CJl Estate of . Deceased K~THRYN Louine Snyder Social Security Number: 1 7 4 - 05 - 1 09 6 Date of Death: Fe b. 3, 200 7 AND NOW, PebtUcuL( 6' having been presented before me, IT IS DECREED that Letters are hereby granted to K A r h r y n Ann H;:! r r 1 i n p daJl , , in consideration of the foregoing Petition, satisfactory proof . in the above estate and that the instrument(s) dated Dee e m b e I 18, 1') ') 7 described in the Petition be admitted to probate and filed of recor FEES J S/O 00 Letters .,'......... 71.' $ . /V D06 Short Certlficate(s) . .L. ... $ 't Renunciation(s) .......... $ Wil J . .. $ J{ f ... $ Au..t-u ...$ ... $ ...$ '" $ '" $ ...$ ... $ ) TOTAL.... .. ..... . .. $ ISXlyJ : Attorney Signature: 1'5,()o 1000 c..- CIU J. Attorney Name: Frances Del Duca Supreme Court LD. No.: 06269 Address: sn6 So~tq rnll~gA ~~ Carlisle, Pa. 17013 Telephone: 717 ~i!lJ3 2753 Form RW-02 rev. 10.13.06 Page 2 of2 H105805 REV 1105 This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate. $6.00 4~'l;;;;;,,, :.t"~~~' \\ 0 f p-t;;.-.' i";.\. "''';----~{-If.A, '. ~.,~, '. .. "Jj;-" !l~_~. ~'..~\ Ii ~i :- -~'-,- - \~i ~ Bf_-.ft.~: . ,J.b:~ \\*~ <~~~,/*l \. ~\."- ." /.,,~l ...~k~ /~., ....., ~-?hl-----<:'~~ ....., ---,___~"EN1 \), II"'" """//1/1/1//1 P 13310510 No. 1[' ~~~eu..~~~ Local Registrar FES 6 2007 Date . , 1'1 CD I CO -"1:) 0'1 Hl{)5.143 REV 11/2006 TYPE I PRINT IN PEAMANENT BLACK INK COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH' VITAL RECORDS CERTIFICATE OF DEATH (See Instructions and examples on reverse) STATE FILE NUMBER 1096 4~.' o,ath (Mooth. day. Y""'IJ 'tj{/1 .;(\ 01. O\'d.-?J 6. Date of Birth (Month, day, ear) A:tJ9'USlIJ-.c,c' 19 1919 1. Name 01 DecadenI (Arst. middle, last, sullix) Carlisle PA Bd. Facility Name (lfnotlnstitulion,giV8 slreet and numberl Harrisburg Hospital Other. Inpatient 0 ER I Outpatient DooA 0 Nursing Home 0 Residence DOthllr. Sp9cify: 9. Was Decedent of Hispanic Origin? 5a No 0 Ves 10. Race: American Indian, Black, White, etc. (If yes, specify Cuban, (SpecifIJ Mexican,PuertoRican,etc.) White 14. Marilal Status: Married, Never Married, Wlo.-, OM""" ($p6c;tyl Widowed 12. Was Decedent ever in the U.S. Armed Forces? ~Yes 1ON. Deeedenrs ActualResIdence 17e.Stale 13. Decedent's Education (Specify only highest grade completed) Elementary I Secondary (0-12) College (1-4 or 5+) 2 s. Middleton Did t)ecedent Uveina Township? 17b. County PA C1.IITberland 19. Mothe'iaa-('lri~mf'~r CltyiBoro 18.F.~~it,~.t<i"an 17c. Dtl Yes, Decedent Lived in 17d.O No, Decedent lived within Actuallinitsof TWO. 2Ob.lnformanrsMaJlingAddress(Street,clty/town,state,~CQde) 150 Linn Dr., carlisle PA 17013 208. Infoonanl's Name (Type I Print) Kathy Hartline 21a. Melhodol Disposition o w '" => '" -< ;;; 21C. Place of Disposition (Name of cemetery, crematory or other place) Westminster Cemetery 22<.Na""'andAdd""ofF..fI~ Hoffman-Roth Funeral Home 219 N. Hanover St, carlisle PA 17013 21d. Location (City I town, sl8le, zip code) carlisle PA 17013 & Crematory J,tJtJ!f ~ Due to (or as a consequence of): d. 308. Wa!> anAulopsy P- 3Ob.WareAufopsyFfndfngs AvallabIePrtorlo~1ion otCause 01 Dealh? Dyes ON. 31. Manner otDealh yq.- D- 0-' 0 P"'.ng'nvesffgalfon o Suicide DCouIdNotbeDetermined M. Dy" )4. No 32d. Time ot Injury S; @ ~ ~ o ~ 338. Certifier (check only one) ~:::=:~=:'~~W:U=~~h::=~_~~_~:"~~~e~~~_________________ 0 ... ~":ta: ='::~~ ::tt::::n~:~~~:n~~e1o~==~C:~~ manner as stated_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ t1 ~:=~~~:ao;: and I or investigation, in my opinion, death occurred at the lime, date, and place, and due to the cause(s) and manner as statecL 0 I ":+"1 ( I,)" 1 \ 1 () 1 ~"ffi~~~~~~ Disposition Permit No. 2'Jb.licenseNumber 23c. Date Signed (Month, day, year) Approximaleinlerval: Onsello Death Part II: Enter other sinnifir..llnt mnditions oontribullno to death but not resulting in !he undeflyingcause given in Part!. 28. DicI Tobacco Use Conlnbule!o Death? DYes DP- DNo Du- -Las 29E' , Nolpregnanlwithinpaslyear Pregnant at tlme 01 death D Notpregnarll,butprej1laOtwithln42days or death o Not pregnant, bul pllqlant43 days to 1 year beklnldeath o Unknown K pregnant within !he past year 32c.=~=:'7~)S!reet,Factory, 32g. locallon 01 Injury (Street,city/lown,slale) /? I 33c.LJcense mber 0(91 SS- ri. f7-y:) DD" LAST WILL I, KATHRYN LOUISE SNYDER, of Carlisle, Cumberland County, Pennsylvania, declare this to be my Last Will and revoke any wills previously made by me. I. I bequeath $25,000 to the First Evangelical Lutheran Church located at 100 East High Street, Carlisle, PA, in memory of Robert L. Killian and Ida F. Killian and William E. Snyder and Minnie B. Snyder. II. I devise and bequeath the residue of my estate of whatsoever nature or wheresoever situated to my Trustees hereinafter named IN TRUST nevertheless, to divide the same :'--..,) into two separate trusts, to be known as Mari tal Trust "A7~) C) and to reinvest the same, respectively; to hold, to ~nvesB - - I _" ." r.:~ to collect the income therefrom~ and Non-Mari tal Trust "B", to pay all taxes and other charges that may be made p~~perl~- against the trust estates, and to distribute the income an~ principal thereof as follows: A. (1) . The corpus of Mari tal Trust "A" shall be funded with such portion of the residue of my estate as is necessary to reduce the Federal Estate Taxes payable as a result of my death to a minimum, after taking into account the value, as finally determined for Federal Estate Tax purposes of the interests in property passing to my husband, by operation of law or otherwise, which interests qualify -is for the marital deduction under the Internal Revenue Code, and taking maximum advantage of all credi ts available and deductions allowed against the Federal Estate Tax under said Internal Revenue Code, but only to the extent tha t such credi ts and deductions do not increase death taxes on my estate. (2). I direct that my Executor shall have the discretion to allocate the corpus of this trust; provided, however, (a) . Only such assets as are eligible for the marital deduction shall be deposited in this trust, and at the values at which they are finally included in my gross estate for Federal estate tax purposes; (b) . The assets to be distributed to this trust shall be selected in such manner that the cash and other property distributed will have an aggregate fair market value fairly representative of the distributee's proportionate share of the appreciation in the value, to the date or dates of distribution of all property then available for distribution. (c) . If any property of Mari tal Trust "A" is or becomes unproductive or underproductive, my husband shall have the right which may be exercised by instrument in writing to require my fiduciaries within a reasonable period ~8 2 of time to make such property productive of a reasonable income or to dispose of it and invest the proceeds in property which is productive of a reasonable income. (d). The fiduciaries hereunder shall have no rights, powers, duties, privileges or immunities which would disqualify Mari tal Trust "A" from mari tal deduction and all provisions of this will shall be construed in such manner and the powers and discretions provided herein or by law are to be as to assure compliance wi th Federal estate tax, marital deduction provisions of the Internal Revenue Code in this respect and any provision of this will which is incapable of being so construed or applied shall be inapplicable. (e). The decision of my said Executor shall be final, conclusive and binding upon all beneficiaries. (3). The Trustees shall pay over the net income from the trust estate to my husband from the date of my death, in quarterly installments, for the term of his natural life. (4). In addition, the Trustees, in their sole discretion, shall pay over to my husband out of the principal of the trust estate, such sums as may be necessary to pay any medical expenses, incurred by my husband as a -ji'S 3 resul t of accident, illness or emergency which may affect him. (5). Should the total of the above sums fail to provide for the maintenance and support of my husband, according to his accustomed standard of living at the time of my death, the Trustees in their sole discretion shall pay over to my husband out of the principal of the trust estate, such sums as may be necessary to provide for his accustomed standard of living. (6). In addition to the above provisions, my husband shall have the power to wi thdraw such amount from principal as he shall desire from time to time including the complete exhaustion of Marital Trust "A". (7). vpon the death of my husband the Trustees shall payout of the principal of the trust estate the expenses of my said husband's last illness and funeral, if his own assets be insufficient for this purpose. (8) . vpon the death of my husband my Trustees shall pay the remaining principal of Mari tal Trust "A" to such person or persons including his estate in such proportions in such manner and for such estates as he shall appoint by his will referring to the power of appointment given hereby. -dJ 4 (9). In default of such appointment, either wholly or partly, my Trustees shall payout of the unappointed principal of Mari tal Trust "A" any increase in Federal Estate tax and Pennsylvania inheri tance or estate taxes on the estate of my husband resulting from the possession of the power of appointment given to him by the preceding paragraph and shall add the balance of Mari tal Trust "A" to Non-Mari tal Trust "B". 9 (a) . The corpus of Non-Mari tal Trust "B" shall be funded with the balance of the residue of my estate. The Trustee shall pay over and distribute the income and principal of Non-Marital Trust "B" as follows: 9 (b) . During the lifetime of my husband my Trustee shall pay to or for his benefit all the net income of Non-Mari tal Trust "B", quarter-annually or more frequently at the convenience of the Trustee. 9 (c) . My Trustee shall pay him so much of the principal of Non-Marital Trust "B" as said Trustees in their sole discretion deem proper for his comfortable support and maintenance or for any illness or emergency which may befall him but no payment shall be made to him from the principal of Non-Mari tal Trust "B" until the principal of Mari tal Trust "A" is completed exhausted. --::J0 5 III. ~on the death of my husband the remaining principal and any undistributed income shall be distributed to my Trustees to hold in trust for my grandchildren but to pay the net income to my daughter, Kathryn Ann Hartline. IV. When my youngest grandchild attains the age of twenty-five, I direct my Trustees to pay the remaining principal and interest to my daughter, Kathryn Ann Hartline, and to each of my grandchildren, Heather Hartline and Jason Hartline in equal shares. V. All principal and income shall, until actual distribution to any beneficiary, be free of the debts, contracts, alienations and anticipation of such beneficiary and the same shall not be liable to any levy attachment, execution or sequestration while in the hands of my Trustees or Executor. VI. All esta te, inheri tance, succession and other taxes imposed or payable by reason of my death, and interest and penalties thereon, with respect to all property comprising my gross estate for death tax purposes, whether or not such property passes under this will, shall be paid out of the principal of Non-Mari tal Trust B, after the setting apart of Mari tal Deduction Trust "A", as if such taxes were administrative expenses, without apportionment or right of reimbursement. I authorize my Executors and -j0' 6 Trustee to pay all such taxes at such time as may be deemed advisable. VII. My Executor and Trustee may retain any of the assets of my estate which come into their hands and shall invest and keep invested the principal of said trust estate in such manner and in such securi ties or other property, real or personal, and upon such terms and for such length of time as the Executor and Trustee shall deem meet and proper, it being intended hereby to give unto the Executor and Trustee full and complete authority to hold, possess, manage, control, sell, convey, encumber, lease give, and execute options, invest and reinvest the whole and every part of the trust estate according to their sole judgment and discretion, wi thout any limi t upon their power and authority so to do, either by statute or otherwise. VIII. If my daughter does not survive me, then I devise my estate to the Trustees hereinafter named, in trust, for the following uses and purposes: 1. To hold in two equal shares for my grandchildren, Heather Hartline and Jason Hartline; 2. To pay the net income to or for the care, maintenance, support, education and general welfare of each .-j~ child as the Trustee deems advisable; 7 3. To pay as much of the principal of the trust as the Trustee may think advisable for the support or education (including college education, both graduate and undergraduate) or during illness or emergency to pay to them or to be applied for their benefi t as the Trustee deems advisable; 4. To pay to each child his or her share of one- half of principal and accumulated income at age twenty-five (25) years. 5. To pay to each child his or her share of remaining principal and accumulated income at age thirty (30) years. 6. In addition to all other powers authorized by law, my Trustee may retain any of the assets of my estate which come into their hands. The Trustees shall invest and keep invested the principal of the trust estate in such manner and in such securi ties or other property, real or personal, and upon such terms and for such length of time as the Trustees shall deem advisable, it being intended hereby to give unto the Trustees full and complete authori ty to hold, possess, manage, control, sell, convey, encumber, lease, give and exercise options, invest and reinvest the whole and every part of the trust estate according to their sole judgment and discretion, without any limit upon their -jt~ 8 power and authority so to do, either by statute or otherwise. 7. I appoint James W. Hartline and Farmers Trust Company, or their successor, to be Trustees of the trust created for my grandchildren. IX. I appoint my daughter, Kathryn Ann Hartline, to be Executor of this my Last Will. In the event she fails to qualify or ceases to act, then I appoint James W. Hartline. X. I appoint my daughter, Kathryn Ann Hartline, and Farmers Trust Company, Carlisle, PA, to be Trustees of the Trusts under this my Will. XI. In the event I am not survived by my husband, daughter or grandchildren, I devise and bequeath my estate to the First Evangelical Lutheran Church, Carlisle, PA. XII. I direct that neither my Executors nor my Trustees be required to file bond in this or any other jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will this /~iday of December, 1997. ~tivy ;t ~Lv~j (SEAL) 9 The preceding instrument consisting of nlne (9) page(s) was on the date thereof signed, published and declared by KATHRYN LOUISE SNYDER, the testator herein, as and for her Last Will, in the presence of us, who at her request, in her presence, and in the presence of each other, have subscribed our names as witnesses hereto. '-- -; /;//1~ ~-~~ o<'8t /?~ Ui ~C~ ~~ctl'\'.J STATE OF PENNSYLVANIA SS COUNTY OF CUMBERLAND We, KATHRYN LOUISE SNYDER, Frances H. Del Duca and Carol A. Reidenbach, the testator and 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 testator 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 purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testator, signed the will as witness and that to the best of Her knowledge the testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. \~~~~;t. ~~J Testator . . 47ff~o? ,t1d1~ I . tness j COll(~ L~i&~~zL Wltness SUBSCRIBED, sworn to and acknowledged before me by the testator, and subscribed and sworn to before me by Frances H. Del Duca and Carol A. Reidenbach thislY~ day of December, 1997. ~fh~ fl/J2z-N;JL-7 ~ Notary P blic / , '1 ~---':J:~tW~;~...~~;'I'~~~~.we- i J SH!,;~~~ Y, ;',d~,~?~~~~~:;~ ~;:~!.:,;':".~,'" ~;JC t '..' .....l""'..,. '"'-""'."'" L~ .,t.". '"." '.' '~-'I .' ~ ~~~~; ~:,j{~1~~\J:~..j::~:', t'....:;:I1:f:J ~,;7'..i'.,,,_:', _ 20'.)'J ~~"'M"*-,$~'1,~T"tM'_"VNllf:,:""_-,'it>~,,....."\"':J"'i\!,~.I'1:WJIf'