HomeMy WebLinkAbout02-20-07
Estate of George Kaluger
Register of Wills of Cumberland County, Pennsylvania
Estate of George Kaluger
also known as
PETITION FOR GRANT OF LETTERS
d / -t:?{)()7- /" S
No.
, Deceased
Social Security No. 178140409
Orrstown Bank
Petitioner(s), who is/are 18 years of age or older, apply(ies) for:
(COMPLETE "A" OR "B" BELOW:)
n A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut or
W Decedent, dated 2/2/2004 and codicil(s) dated 1/7/2007
Meriem F. Kaluger predeceased the decedent on 7/6/2006
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:
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B. Grant of Letters of Administration
(c.I.a., d.b.n.c.l.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:
Name
Relationship
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary. a
~
Decedent was domiciled at death in Cumberland County, Pennsylvania, with hislher last family or principal
residence at 625 Brenton Street, Shippensburg, Cumberland County, Pennsylvania
(list street, number and municipality)
Decedent, then 85 years of age, died February 8, ,2007, at 625 Brenton St., Shippensburg, Pennsylvania
(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 ........................................................................................ $
Total ........................... ......... ...... ...... .......... .......... ......... ............................ ............ $
3~S, 000
200,000.00
5~5. O()()
Real Estate situated as follows:
625 Brenton Street, Shippensburg, Cumberland County, Pennsylvania
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:
Signature
Typed or printed name and residence
Daniel K. Baer Trust Officer Orrstown Bank P.O. Box 250
Shi ensbur PA 17257
RW-7
Oath of Personal Representative
Commonwealth of Pennsylvania
County Of Cumberland
G~ -1C~S
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 estate according to law.
Swom to and affirmed and subscribed
before me this ~~~ day of
February. 2007 _
Baer, Trust Officer,_Orcstown Bank
DECREE OF REGISTER CUMBERLAND COUNTY ~/
Estate of George lLluaer Deceased No. ~~~ °~ / /GS
also known as
Social Security No: 178140409 Date of Death: ~~~~ -
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AND NOW, February ~~, 2007 , in consideratton'I~e P:eti~n
on the reverse side hereon, satisfactory proof having been presented before me, ' ~_,~ ~, N ~
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IT IS DECREED that Letters ~ Testamentary ^ of Administration ~ ~ -
(c.t.a., d. b.n.c.t.; pendente life; durente~ durerApminoritate~ T
Orrstown Bank ~ =? ~ _,
are hereby granted to '- - ~ ~'
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in the above estate and that the instrument(s), if any, dated 2/2!2004 and 1/7/2007
described in the Petition tie admitted to probate and filed of record as the last Will of Decedent.
FEES
Letters .................................... $ ~(D0.Ot7
Short Certificate(s) ............... $ 40.00
Renunciation .
..
............... $
....
....
..
..
.........
Affidavit ( ) $
..
....
....
Extra Pages ( ) .............. $
Codicil and_Will .................... $ 30.00
JCP Fee ................................. $ 10.00
Inventory & Tax Forms ............. $
Other .Automation. ft3e,._„...,,,, $ 5.00
TOTAL .............................$ SyS. ao
RW-7A
Attorney: Joel R. Zullinger, Esq.
I.D. No: 17516
Address: 14 North Main Street, Suite 200
Chambersburg PA 17201
Telephone: 717-264-6029
DATE FILED:
H105.805 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. 0"7 _ / fR S
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Foe r", thi, wtifte.to. $6.00 /2 -AJ
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H105.1oC3 Rev. 2187
COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
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TYPElPRlNT
IN
PERMANENT
BLACK INK
NAME OF DECEDENT (Fnl, Middle, Lost)
1. Dr. George Kaluger
AGE (Lost _,y)
STATE ALE NUMBER
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SEX
2. Male
SOCIAL SECURITY NUMBER
3. 178 14
8 2007
5. 85
COUNTY OF DEATH
Yr>.
BIRTHPlACE (City Ind
Slate ... Foreign Cilun1Jy) HO IT ,
Romania '-" 0 ERIOu_" 0
7. ...
FACILITY NAME (If not Jnltitution, give etreet and number)
"",,0
........10 :=.,.) 0
RACE - American Indian, Black, White. 8
(Specify)
AS DECEDENT EVER IN
U.S. ARMED FORCES?
y..l!! NoD
12.
17.. Slate PA
10.
White
SURYMNG SPOUSE
(lfwKe,glw maIdIn name)
MARITAL STATUS - Malriod.
_MoIriod.WJdowod.
lliYon:od (Specify)
1.. Widowed
- .
DId
decodont
live In . decedent Itved
17b. County Cumberland -'shlp? 17d.Ci1 ~_'I_of Shippensburq
MOTHER'S NAME (FnL Mlddl.. M_n Sumoma)
18. Valeria Suteu
INFORMANTS MAILING ADDRESS (Streel. CltylTown. Stel.. ZIp Code)
20b. 14 Marvin Street. Clinton. NY 13323
PLACE OF DISPOSITION- Name of Cemetery, Crematory LOCATION _ cltyrrown, State, Zip Code
or Other Pllce
17e. 0 Va.. decedent Itved In
Iwp.
cltylboro.
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PA 17257
PA 172'51
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:Ap_te
. Interval between
: onset and death
: wee
Other significant conditions contributing to death, but
not resutting In the under1y1ng cause given in PART I.
SequentJelty Iisl condRIons { b.
if any. _ding to Inmediale
cause. Enter UNDERL YfNG
CAUSE (DiseBle or injury c.
thai Initiated events
resulting on deeth ) LAST d.
WAS AN AUTOPSY WERE AUTOPSY FINDINGS
PERFORMED? AVAILABLE PRIOR TO
COMPLETION OF CAUSE
OF DEATH?
28a. 28b.
CERTIFIER (Check only one)
.~~~Jl~~tGof~~i~~.t.n:~~ C:~~~~~ t~ ~:~=~(:r~:r~~~Ie~h:~l::X~~.~7~~.~~~.~~~~.~~.~~L................
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MANNER OF ~
Natural ~
Accident 0
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Homk:lde
Pending Investigation
Could nol be determined
DATE OF INJURY
(MonWl, O.y, y..,)
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O 30.. 3Ob. M. 30..
PlACE OF INJURY. At home. farm. street, factory, office
bItIldIng, elc. (speclly)
30..
TIME OF INJURY
INJURY AT WORK? DESCRIBE HOW INJURY OCCURRED.
Suicide
.MEDICAl EXAIIlNERlCORONER
On the b..I. of ,.,amIOlltlon and/or InvuUgetlon, In qty opinion, death occurred at the time, date, and place. end due to the caus..(a) and
manner a. elated -,.. ........ ..... ..,........... .......... ....:. ........~.............. ....... ..... -. ......................, ...... ...... ........ ............... ..... ......... 0
31a,
, REGISTRAR'S. SIGNATURE AND N
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January 23, 2004
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LAST WILL AND TESTAMENT
I, George Kaluger, of 625 Brenton 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.
FIRST
I direct that all my just debts and funeral expenses,
including all expenses of my last illness, shall be paf~ from~y
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estate as soon as practicable after my decease as a pa~~(-9f me
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expense of the administration of my estate.
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SECOND a
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I give, devise and bequeath the residue of my estate of every
nature and wherever situate to my wife, Meriem F. Kaluger,
providing she shall survive me by thirty days.
THIRD
Should my wife, Meriem F. Kaluger, predecease me or die on or
before the thirtieth day following my death I give, devise and
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bequeath the residue of my estate of every nature and wherever
situate as follows:
A. I give my home situate at 625 Brenton Street,
Shippensburg, Pennsylvania, my travel artifacts, various
collections of objects, paintings, pictures and slides
and series of books to the Shippensburg Uni versi ty
Foundation, Shippensburg , Pennsylvania. In the event the
Shippensburg University Foundation does not want some or
all of the aforementioned artifacts, then the same shall
next be offered to the Shippensburg Historical Society,
Shippensburg, Pennsylvania. Finally, in the event all of
the aforementioned items have not been retained by either
the
Shippensburg
University
Foundation
or
the
Shippensburg Historical Society, the Shippensburg Public
Library of Shippensburg, Pennsylvania, shall have the
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option to receive the remaining articles.
B.
The balance of the residue of my estate of every nature
and wherever situate shall be distributed as follows:
1. Twenty-four percent to the Shippensburg University
Foundation, Shippensburg, Pennsylvania, to be added
to fund the George and Meriem F. Kaluger Academic
Enrichment Fund;
2. Eight percent to the Shippensburg University
Foundation, Shippensburg, Pennsylvania, to be added
to the George and Meriem Kaluger Human Heritage
Fund;
Page 2
One percent to the St. Elie Romanian Orthodox
Church, Ellwood City, Pennsylvania, to be used for
general church purposesi
Five percent to the Shippensburg Historical
Society, Shippensburg, Pennsylvania, to be used for
general society purposesi
One percent thereof to Shippensburg Civic Club,
Shippensburg, Pennsylvania, to be used for general
club purposesi
10. One percent thereof to the Shippensburg Rotary
.. ......
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3. Three percent to Shippensburg University
Foundation, Inc., Shippensburg, Pennsylvania, to be
added to the Kaluger and Sweely Scholarship Fundi
4. One percent to the Shippensburg University
Foundation, Inc., Shippensburg, Pennsylvania, to be
added to the Fashion Archives Fundi
5. Three percent to the Slippery Rock University
Foundation, Slippery Rock, Pennsylvania, to be
added to the George and Meriem Kaluger Academic
Award Fundi
6. Eight percent to the Grace United Church of Christ,
Shippensburg, Pennsylvania, to be used for general
church purposes;
7.
8 .
Club, Shippensburg, Pennsylvania, to be used for
the establishment of a Rotary Foundation Paul
Harris Fellow award in memory of George Kaluger;
Page 3
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11. Seventeen percent thereof to Valerie Drogus, if she
survives me;
12. Seventeen percent thereof to Carol Ann Drogus, if
she survives me;
13. Three percent thereof to Jhan Mason, if she
survives me;
14. Three percent thereof to Cornell Kaluger, if he
survives me;
15. Two percent thereof to Daniel Weitzel, if he
survives me;
16. Two percent thereof to Sally Leath Beals, if she
survives me;
17. One percent thereof to Jack Roddick, if he survives
me;
J
4
18.
In
the
event
any
of
the
aforementioned
beneficiaries named in subparagraphs 11 through 17
should predecease me or die on or before the
sixtieth day following my death, his or her share
shall be distributed equally among my remaining
beneficiaries named in subparagraphs 11 through 17.
FOURTH
In the event that my wife and I should die in a common
disaster, which for purposes of this will shall be defined as dying
within sixty days of each other, in order to distribute the entire
Page 4
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bulk of our estate, including jointly held assets and individually
held assets, in a manner that conforms to the above distribution
set forth in paragraph Third, it is my desire that all assets held
jointly and individually by me and my wife shall be combined and
after the payment of all expenses of both estates, and the
distribution of any specific bequest, the residue shall be divided
equally between the two estates and my one-half share shall be
distributed in accordance with paragraph Third above. Specifically
as to the amounts bequeathed to an institution or organization, the
maximum amount shall be considered the maximum to be received from
both of the estates of myself and my wife, Meriem F. Kaluger. The
total amount received from both estates shall not exceed the
maximum set forth in each of our wills. It is my intent that these
bequests not be doubled by considering each will separately, but
rather that the maximum be considered the maximum for both wills.
FIFTH
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
regard
to
principle
any
of
diversification of risk.
Page 5
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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
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.
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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.
SIXTH
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.
Page 6
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SEVENTH
I appoint my wife, Meriem F. Kaluger, as executrix of this my
will.
Should my wife predecease me, fail to qualify or cease to
act, I appoint Dr. Francis Norton and Orrstown Bank, with principal
offices in Shippensburg, Pennsylvania, as co-executors of this my
will.
EIGHTH
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
.:z~ay of -E~ A U'u' (I
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(SEAL)
Signed, sealed, 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
~r~~han~:i;~nA::~/d.
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Page 7
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We,
1~4'-
George
~,
Kaluger,
'-~~</#~ and
and the witnesses respectively,
the testator
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.
~~.r
, Testa r
Subscribed, sworn to and acknowledged
before me by the above-named signer and
subscribed and sworn to befo~me by the
above-named 'tnesses this day of
, 2#~
Notaria' Sea"
r,:rin l. Walter. Notary Public
f'k,....n~l!.urg Boro F kl' C
'-.b.._....~... . ran In ounty'
~~'l CommiJsion expires May 13. 200S
Page 8
CODICIL
~George Kaluger of 625 Brenton Street, Shippensburg,
Pennsyylvania being of sound and disposing mind, memory and
dated February 2, 2004.
understanding, do hereby declare this to be a codicil to my will
I.
C)
I hereby revoke paragraph Seventh of my said will. ~~~.~C)
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IN LIEU THEREOF, I direct that the following be subst1tuted:
I appoint Orrstown Bank with principal offices in
Shippensburg, Pennsylvania Executor of this my
will.
II.
In all other respects I hereby ratify, confir.m and republish
my will dated February 2, 2004 together with this codicil as and
for my will.
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IN WITNESS WHEREOF, I have hereunto
7& day Of9b..AAAAJAAd' 2MJ.
G e"l 7~
set my hand and seal this
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Vl14t'K.
(SEAL)
Signed, sealed, published and declared by the above-named testator
as and for his codicil in our presence, who in his presence, at his
request and in the presence of each other hereunto set our hands as
attesting witnesses.
IW/~.4-.J~L"",6( .
9VN. fTaJ'hwJt, (Jh~&a/I)
Page 2
07-/&5
OATH OF WITNESS(ES) TO WILL EXECUTED BY MARK
REGISTER OF WILLS
c.." IM,(,....I&..M..L COUNTY, PENNSYL VANIA
Estate of t: ~ r1 P.- ~ "'" ~ """-
~ e-l K. Lu ~ , C!.o...ru I r. a.,..",~-E:Ot1. (each) a
(Print Name/s) .~
subscribing witness to the 0 Will )C1 Codicil(s) presented herewith, (each) being duly qualified according to
law, depose(s) and say(s) that: Testator / q'e~t!ltI"iJi was unable to sign his / hero name thereto; Testator's
, Deceased
/ TeBtMriJ{' name was subscribed thereto in Testator's / 'f.8SteKRX.' presence; Testator / T~tlNt:ix made
his / ftef""I mark thereon; Testator / 'F8statGx and deponent(s) were present when Testator's / TC3ttKRx'_
name was subscribed and when Testator / "J:esttlffiJt- made his / her- mark; and Testator / T",,,tab.~A was
present when the undersigned signed the 0 Will}iJ.Codicil as witness(es).
<iJ-.L K. 6uJ'J:-r
(Sign re)
If At M~ S~. S*:~~
(Street Address) J
..J!i" ....AJLlA' .eo?fIII. 171M/
(City, State. Zip) ,
(Signature)
(Street Address)
(City, State. Zip)
Sworn to or affirmed and subscribed
g# day
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Form RIY-05 rev. 10.13.06,
CJ 7-/~S
OATH OF WITNESS(ES) TO WILL EXECUTED BY MARK
~ REGISTER OF WILLS
Hb::r I u.u...d COUNTY, PENNSYL VANIA
Estate of Gc:m:JF- kuJ'1Jer
ami :r. &~
, Deceased
(each) a
(Print Namels)
subscribing witness to the 0 Will 0 Codicil(s) presented herewith, (each) being duly qualified according to
law, depose(s) and say(s) that: Testator / Testatrix was unable to sign his / her name thereto; Testator's
/ Testatrix' name was subscribed thereto in Testator's / Testatrix' presence; Testator / Testatrix made
his / her mark thereon; Testator / Testatrix and deponent(s) were present when Testator's / Testatrix'
name was subscribed and when Testator / Testatrix made his / her mark; and Testator / Testatrix was
(Signature)
1'-1 N. /J'l~ f. ~;fe d( 00
(Street Address) I
Qf!!1Jrxs k{J.I/f /fDl
(Street Address)
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(City, State, Zip)
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Sworn to or affirmed and subscribed
before this ells/-
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Form RW-05 rev. 10./3.06