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HomeMy WebLinkAbout03-06-07 PETITION FOR PROBATE AND GRANT OF LETTERS Register of Wills of Cumberland County, Pennsylvania Deceased File No. J. \ Social Security No. (), \) ~\\ 187-16-5131 Estate of MARION G. LIST KATHLEEN K. PUTT Petitioner, who is 18 years of age or older, applies for: (COMPLETE "A" OR "B" BELOW:) 0' A. Probate and Grant of Letters Testamentary and aver that Petitioner is the named in the Last Will of the Decedent, dated Mav 2nd, 2003 and codicils(s) dated Executrix 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) offered 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.; pendent elite; durante absentia; durante minoritate Relationship ReSid, .;;. ~..~! ~..~ .J........l~ -"- I I Name I (COMPLETE IN ALL CASES): Attach addItional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residencie at ). ~ ~ ---1 w 810 North Hanover Street. Carlisle, Cumberland County. Pennsylvania (List street, address, town/city, county, state, zip code) \..0 Decedent, then 90 years of age, died on Februarv 20, 2007 at Church of God Home. Carlisle. PA (Location) Decedent at death owned property with estimated values as follows: (If domiciled in PAl All personal property.....................................................................$ (If not domiciled in PAl Personal property in Pennsylvania.....................................$ (If not domiciled in PA) Personal property in County....................................................$ Value of real estate in Pennsylvania ......................................................................................................................$ Total......................................................................................................... $ 160.000.00 160.000.00 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: Sionature Typed or printed name and residence KATHLEEN K. PUTT I~ I p~ 950 Wertzville Road Enola, PA 17025 @ .~ . .". Oath of Personal Representative COMMONWEALTH OF pENNSYLVANIA COUNTY OF CUMBERLAND The Petitioner above-named swears or affirms that the statements in the foregoing Petition are true and. correct to the best of the knowledge and belief of Petitioner and that, as personal representative of the Decedent, Petitioner will well and truly administer the estate according to law. Sworn to and affirmed and subscribed Before me this ~ day of · . \\\o.-r c\""' ,2007. ~j4~ ~ 1o~1~ K ~ Kathleen K. Putt FileNo. ~ \ Dl D6-\\ , Deceased. Estate of MARION G. LIST Date of Death: Februarv 20. 2007 Social Security No: 187-16-5131 AND NOW, (\\0..( c~ ~ ,2007, in consideration of the foregoing Petition, satisfactory" proof having been presented before me, IT IS DECREED that Letters Testamentarv are here~~ granted to (-") ,~ KATHLEEN K. PUTT in the above estate and that the instrument~~ed .~ -Y"" ~-.:=. Mav 2nd. 2003 described in the Petition be admitted to probate andT\~,of reeord as the Last Will of the Decedent. . C\, ;.' . FEES Letters........................... $ Short Certificate(s) $ R ", "\\ \ $ on u RCletl on.M..'........ Affidavit ().................. $ Extra Pages ()....... $ CodiciL......................... $ JCP Fee....................... $ InventofY:..................... $ OLlI~I.....B~~....... $ TOT AL......... $ .J. LDOOD '\..Q 00 lS..DO tD 00 5Du 3D~.O() -v ~W~~Ar W~ Attorney: EDMUND G. MYERS I.D. No: 20558 Address: Johnson. Duffie. Stewart & Weidner. 301 Market Street. P.O. Box 109. Lemovne. PA 17043-' Telephone: 717-761-4540 HI05.805 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. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $6.00 p 13378147 No. ({~ ia.ikL Local Registrar ~,,"'-..~ ;U, ;;l.oa'Y ate r<) ..'~;':=' = _-.J :':~\;;a (.~) /.) " , c' --cJ w \.D Hl05-143 REV 11/2006 TYPE! PRINT IN PERMANENT BLACK INK COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH' VITAL RECORDS CERTIFICATE OF DEATH (See Instructions and examples on reverse) STATE FilE NUMBER ~\ () \ ()~\\ 1. Name of Decedenl (First midde. last. suffix) MARION G. 5. Age (last Birthday) 6. Date of Birth (Month, day, year) 6-23-1916 Lemoyne, PA 90 y" Bb. County at Death ad Facility Name (U not institution, ~ street and number) Church of God Home Cumberland l'.Oecedent'sUsualOccu lion Kindotworkdonedu' moslafWOfk' lile,Donalstateretited Kind 01 Work Kind of Business I Induslfy Personnel Clerk State . 88i'N~":th-H~~;~':{~St~e~~tl . Carlisle, PA 17013 12. Was Decedent ever in the U.S. AImed Forces? Dyes 51No Oecede.... AclualResidence Ila.Stale Pennsylvania Cumberland 17b.County 3. Social Security Number 187 - 16 -5131 Sa. Place 01 Death (Check only one) Hospital: OCher: o Inpalient 0 EA I Outpalient 0 DOA Kl Nursing Home 0 Residence OOlher. Specdy 9. ~~~~I~~ Origin? ria No 0 Yes 10. ~;:~lefY:anIndian, Black, White, ele. ""'<an, P""no Rican, '~I Wh i t e 4. Date of Death (Monltl, day, year) 2-20-2007 14. Marital Status: Married, Neller Married, Widowed, DNorced (SpeoI}1 Widowed Top Okl_ UveWi& Township? 17c. 0 Yes, DeceOenI Liv'ed in 17d.:JCJ No, OecedentLNed within ActuaIlimiIsof Carlisle Qly/Boro 18. Father's Name (Fil'$l. middle, last, suffix) Clinton Orris 208. Intormanl's Name (Type I PrinI) Kathleen Putt 19. Mother's Name (First, midlIe, maiden surname) Anna Mary Stone 2(l), Intormaors Mailing Address (Slr~, city I town, stale, zip code) 950 Wertzville Road Enola, PA 17025 21c. PlaceofOisposilion (Nameofcemetefy,cremaIoryorolhel'pIac&) tone Church Cemetery Zimmerman Auer Funeral Jonestown Road Harrisbur PA 231:1. license Numbar 21d. localion (City I town, siR, zip code) Enola, PA 17025 Home, Inc. 17109 IIems 24-26 mu:;l be completed by p<<soo ~ who pronounces death ~ 24. TIITIEI 01 Death /:6cJ , A,pprolirnateinleNaI: : OrIseltoDeath . . . . . . . . . . . . . . . AM CAUSE OF DEATH (See Instructions and .xamp~.) Item 27 Pcl.n I. Enler lhe ~~ - diseases, Illjunes, or ComplicationS -thai directly caused !he dealt!. 00 NOT enter terminal evenls such as cardiac arrest, respioalory anest, or venlriclJlar libriIlation wiltKlUI showing 100 etiology list only one cause OIl each kne ~J~5~S~~~~)dI~:;' Qz\\F -+--- Sequen~ ~~:ti:'~~~ a ~ UNDERLYING CAUSE (disease or injury thai inlliated IIie e\lenls result109lfl death) lAST. Due 10 (or as a consequence 01). l> \"\'i< IlueIo(OI...COI\::n$'I!)' ~ {~ 10- Due to (or as a consequeJ'lCe of): vzo".J-- 3Oa. WasanAulopsy Perfooned? 30tI Were Autopsy Findings Available Pnoc- 10 CompIelioo 01 Cause 01 Death? 31. Manner of Death ~U1ai D Homicide 32a Dale of Injury (Month, day, year) -- DY"~ D Acdoont 0 Peoony InvesligallOfl 32d TIlTI8 olllljury o SUk:lde 0 Cook! Not be Deh:rmined M Dv" pIo 33a CertdilOlr (checll only one) ~=::J~ ~,n~:;::: :.~:~~~e;u::)l::=r~ :.o;:.nc~_ ~a~ ~~ ~~~~ ~e~ ~~ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ D ~~,::~~~a~ ::"'~Je~~~~:ir~~~ ::~:.~~~~~;~~~=~~~~=~~=~ manner s. staled.. _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ 0 ~= ~~::''':'J,~;::::' and I or investigation, in my opiniorl, dealn occurred slthe lime, date, and place, and due to the C.UlfI(I) and manner as seated- 0 So ~ ~ o ~ lallld-lll~1 23c Date Signed (Month, day, year) 26. Was Case Referred 10 Medical Examiner I Coroner tor a Reason Other than CremabOO 0( OClnalioo? Dy" ~ Part II: Enler other sia1i1icanl COOliIions contributioo to dealtl, 28 Did Tobacco Use Cootribu&e 10 DeaIh? butnol resultingM"llheundenyingcause gillen in Paltl 0 Yes DProbably [i;}<o> DUnI<oown 29. II Female: [9-nOt pregnant WIIhln pasl year Dple~ntallirneotooalll o Nol pregnant, bul pregnant wlltlln 42 days "''''... o No4 pregnant, bul pre!1lant 43 days to 1 year beloredealh o Unknown if preqoarn wilhm the past year 32c Place 01 \nfury: Home, Farm, Sreel, Factorw, 0lI<o _, ale (""''>', 32g.localior1011Iljury(Streel, city/town, slalel - -~., "I'~ WILL OF MARION G. LIST I, MARION G. LIST, of Lower Paxton Township, Dauphin County, Pennsylvania, declare this to be my Will and revoke all prior Wills and Codicils. FIRST: Tangible Personal Property. I give all tangible personal property owned by me at my death and all insurance policies on such property as follows: r-) (a) To my sister, MILDRED C. MYERS, of S1. Petersburg, Florida, pro~ she survives my death by thirty days, the following items: ..~ 1. The chest in my living room used as a cocktail table. 2. My photographs and photograph albums. ".c~ I ,..,,,", ........ ~.~ ~ -~- -- N en (b) The balance (including any item under subparagraph (a) the bequest of which has lapsed), in as nearly equal shares as is practicable, to my sister, MILDRED C. MYERS, and my niece, KATHLEEN K. PUTT, of Enola, Pennsylvania, or to the survivor of them, living on the thirty-first day following my death. If neither my sister nor my niece survives my death by thirty days, this bequest shall lapse and pass instead to the ENOLA FIRST CHURCH OF GOD, Sherwood Drive, Enola, Pennsylvania, or its duly constituted successor. (c) My Executor shall pay, as an expense of settling my estate, all costs of delivering such tangible personal property, including the costs of packaging, delivery and insurance. SECOND: Specific BeqJlest to Clinton A. Orris and Patricia L. Yeager. . To the extent the value of my residuary estate available for distribution exceeds $100,000.00, I give and bequeath such excess, up to but no more than $20,000.00, in equal shares to: (a) My nephew, CLINTON A. ORRIS, of Mechanicsburg, Pennsylvania, provided he survives my death by thirty days. In the event my nephew fails to survive my death by thirty days, this bequest to him shall lapse and pass instead as a part of the residue of my estate; and C:\L WORK\WILLS\G042703B.WPD (b) To my great-niece, PATRICIA 1. YEAGER, of Harrisburg, Pennsylvania, provided she survives my death by thirty days. In the event my great-niece fails to survive my death by thirty days, this bequest to her shall lapse and pass instead as a part of the residue of my estate. THIRD: Residue. I give the residue of my estate in equal shares to my sister, MILDRED C. MYERS, and my niece, KATHLEEN K. PUTT, or to the survivor of them, living on the thirty-first day following my death. If neither my sister nor my niece survives my death by thirty days, this bequest shall lapse and pass instead to the ENOLA FIRST CHURCH OF GOD, or its duly constituted successor. FOURTH: Spendthrift Provision. Until distributed, no gift or beneficial interest shall be subject to anticipation or to voluntary or involuntary alienation. FIFTH: Death Taxes. I direct that each beneficiary under my Will and each person receiving nonprobate property which is subject to federal, state or other death taxes, shall pay the federal, state and other death taxes attributable to such beneficiary's or such person's share of my taxable estate. My Executor may, but need not, determine the death taxes payable with respect to any share or shares and make payment of them by deducting the amount of such death taxes from the share or shares prior to making distribution thereof to any beneficiary or person. SIXTH: Administrative Powers. My Executor shall have the following powers in addition to those conferred by law until all property is distributed: (a) To retain any real or personal property in the form received and to sell it at public or private sale. (b) To manage real estate. (c) To purchase all forms of property without being confined to so-called legal investments and without regard for the principle of diversification. (d) To exercise any option or rights arising from ownership of investments. F :\L WORK\WILLS\G042703B.WPD - 2 - ~ ~ "~ . (e) To compromise claims without order of court or consent of any legatee. (f) To distribute in cash or in kind. (g) To employ accountants, agents, investment counsel, brokers, bank or trust company to perform services for and at the expense of my estate and to carry or register investments in the name of the nominee of such agent, broker, bank or trust company. The expenses and charges for such services shall be charged against principal or income or partly against each as my Executor may determine. My Executor is expressly relieved of any liability or responsibility whatsoever for any act or failure to act by, or for following the advice of, such accountants, agents, investment counsel, brokers, bank or trust company, so long as my Executor exercises due care in their selection. The fact that an Executor may be a member, shareholder or employee of any accounting, investment or brokerage firm, agent, or bank or trust company so employed shall not be deemed a conflict of interest. Any compensation paid pursuant to this subparagraph shall not affect in any manner the amount of or the right of my Executor to receive commissions as a fiduciary. (h) With respect to the interest vesting in a beneficiary who, in the opinion of my Executor, is incapacitated by reason of age (other than minority) or illness (mental or physical) when such interest vests in him or her: to hold the interest during his or her incapacity and to invest the interest and all accumulations thereon; to apply so much of the income and principal as my Executor deems advisable for such beneficiary's benefit for any reason without considering other funds available to him or her; and to deliver the balance of principal and income to the beneficiary at such time as he or she gains capacity. In addition, at any time to pay the entire interest to the Guardian of the estate of the incapacitated beneficiary to hold for his or her benefit. The receipt of a Guardian or such other person as may be selected by my Executor to receive a distribution under this subparagraph shall be a full and complete discharge to my Executor. SEVENTH: Definitions. (a) The words "Executor" and "Guardian" when used herein shall include all genders and the singular and plural as the context may require. (b) Paragraph headings in this Will are for reference only and shall not affect the meaning, construction or effect of this Will. F :\L WORK\WILLS\G042703B,WPD - 3 - EIGHTH: Power of Appointment. I decline to exercise any power of appointment given to me under any Will, Codicil or Deed of Trust. NINTH: Executor. I appoint my niece, KATHLEEN K. PUTT, Executor. If my niece fails to qualify or ceases to act for any reason, I appoint my great-niece, PATRICIA L. YEAGER, Executor in her place. My Executor shall not be required to post security in any jurisdiction. ~N WITNESS WHEREOF, I have hereunto set my hand this02.~day of if ' 2003. ~~~ The preceding instrument, consisting of this and three other typewritten pages, each identified by the signature of the testatrix was on the date thereof signed, published, and declared by MARION G. LIST, the testatrix therein named, 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. "'=1J~ i~~ NANCY L. B<fSTLINE F :\L WORK\WILLS\G042703B.WPD - 4 - COMMONWEAL TH OF PENNSYLVANIA ) ( SS.: COUNTY OF CUMBERLAND ) I, MARION G. LIST, being the testatrix whose name is signed to the foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the foregoing instrument as my last Will; that I signed it willingly; and that I signed it as my free and vohmtary act for the purposes therein ex:~ ~~ ~RION G. LIST Sworn or affirmed to and acknowledged qe!9re me by the testatrix named above this ~ lrty of , 2003. NOT A R ! A L SEA L Frances T. Vaughn, Notary Public Hampden Twp., Cumberland County My COIImlssion Explree Sept. 15, 2008 COMMONWEAL TH OF PENNSYLVANIA ) ( SS.: COUNTY OF CUMBERLAND ) WE, GEORGE A. VAUGHN, III, and NANCY L. BISTLINE, the witnesses whose names are signed to the foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the testatrix sign and execute the instrument as her last Will; that she signed it willingly; that she 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 Will as witnesses; and that to the best of our knowledge, the testatrix was at the time eighteen or more years or age, of sound mind, and under no constraint or undue influence. A~;/~$ RGE A. UGHN, III ~ l~cJ.~l~ NANCY L. B TLINE Sworn or affirmed t~~d acknowledged before me this c2 (fay of '-17;cY if ,2003. b. /.//11CJ'A < 1 1?wt'-,,-, 'Notary Public NOTARIAL SEAL Frances T. Vaughn, Notary Publlo Hampden Twp., Cumberland County My Commission Expires Sept. 16, 2008 F :\L WORK\WILLS\G042703B.WPD