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I)I':TITION H)\t PHonATE :Iud GHANT 0'" I.ETTEHS
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1:111/11' I~I IIEIlMAN F. 51' I TZ
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Re~i\ler III Wilh 101 Ihe
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Shelva J. Spitz
654 Hillcrest Drive
Carlisle, PA 17013
(717) 243~4995
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OATil 01' PEHSONAL HEPHESENTATIVE
CO:\1:\1O'i\\E'\ I.TlI or I'E';:';S\'I.\' A'iIA
('or 'iT\' OF CUl\lberlwj
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/5 _ 'I' Y Mary C. Lewis Ilce""'''' , --..-.-- T2
Nil. 21-96-316
Estate Ill'
Ilermiln F. Spi tz, a/k/a lIerlll spitz
. Deceased
DECREE 01' PROnATE AND GHANT 0)<' U~TTERS
AND NOW ~il 16th ..__.______ l'J,_'I~_, in con,ideration of Ihe petilion on
the revcrsc side hcrcof, salisfaclllr)' proof having hccn \lIe,cntc<l heflllC me,
IT IS DECREED Ihal the inslrumcnUsl datc<l_NOVem~L~I/.l'l24
described thercin hc admillcd 10 probalc :lIld filed of rccllld as thc last will of
Herman F. spitz,a/k/a Herm.~itz -------',.,--_..
and Lcllers ....TestamentarY .---....--''''--
arc hcreby granted 10 Shelva ,1. spitz
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Probatc, Lcllers, Etc, " , , , , , , ,
Short Ccrtificalcs( 4) , , , , , . , . , ,
Renunciation ,.""",,",.,'
x-Pages (9)
JCP
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FEES
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( J RI."'" "I Will, t-Iary C. Lewis
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Peter J. Russo 72897
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called Attorney on April 17th,1996.
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LAST WILL AND TESTAMENT OF HERMAN F. SPITZ
whatever nature and wheresoever situate to my beloved spouse
Shelva J. Spitz, providing that she survives me by sixty (60)
days.
1
3
Should my spouse Shelva J. Spitz predecease me or die on or
before the sixtieth (60th) day following my death. then I give,
devise and bequeath the rest, residue and remainder of my estate
together with all insurance proceeds thereon of whatsoever nature
and wheresoever situate as follows:
a. The sum of Thirty Thousand Dollars ($30,000) to the
Grace United Methodist Church of Carlisle.
Pennsylvania.
b. The sum of Twenty-Five Thousand Dollars ($25.000) to
each grandchild, the issue of my daughter Trudy Jean
Spitz Luebbers, living at the time of my death, to be
held in trust as set forth below.
c. All the rest, residue and remainer of my estate to my
daughter Trudy Jean Spitz Luebbers, and if she is not
living at the time of my death, to her children, in
equal shares.
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LAST WILL AND TESTAMENT OF HERMAN F. SPITZ
4
Any devise or distribution under this Last Will and
Testament which is payable to any beneficiary who may be under 25
years of age or, in the judgment of my personal representative.
mentally disabled, shall be held in a separate trust by my
personal representative as trustee until such beneficiary reaches
25 years of age during such period of disability. During the
term of any trust created pursuant to this Paragraph. the Trustee
is authorized to expend and apply so much of the net income and
principal of each such trust as the Trustee shall consider
advisable for the health. maintenance, support. and education
(including college education. undergraduate and graduate) of each
such beneficiary until he or she attains 25 years of age. or
until all such amounts are paid out of trust. I direct that no
Guardian shall be required to give or post bond for the faithful
performance of these duties in this or any other jurisdiction.
5
I grant my personal representative the following powers in
addition to and not in limitation of such powers as my personal
representative shall hold by law:
-3-
LAST WILL AND TESTAMENT OF HERMAN F. SPITZ
(a) To retain all property received including th~ stock of
any corporate fiduciary acting hereunder, provided such
property remains productive.
(b) To join in any corporation. partnership,
recapitalization, merger, reorganization or voting
trust plan; to delegate authority with respect thereto;
to deposit investments under agreements and pay
assessments; and generally to exercise all rights of
investors, including but not limited to, the voting of
shares.
(c) To manage, operate, repair, improve, mortgage or lease
on any terms any real estate held or owned by my
estate.
(d) To operate any business that I may own at my death.
(e) To invest any funds of my estate in any stocks, bonds,
notes or other securities or property, real or
personal, without regard to the principle of
diversification or any other statute or general rule of
law in his, her or its absolute discretion, it being my
intention to give my personal representative the
broadest investment powers possible, providing such
-4-
LAST WILL AND TESTAMENT OF HERMAN F. SPITZ
investments do not unnecessarily prevent the prompt
settlement of my estate.
(f) To sell or otherwise dispose of any property, real or
personal, tangible or intangible, at any time forming a
part of my estate in any manner and on such terms and
conditions as my personal representative shall see fit
in his, her its absolute discretion.
(g) To borrow money for the payment of taxes of for any
other proper purposes in the administration of my
estate, and to mortgage or pledge estate assets as
security.
(h) To compromise claims without court approval including,
but not limited to, any controversies with the United
States of America or the Commonwealth of Pennsylvania
concerning estate and inheritance taxes on any
interests that may pass under this my Last Will and
Testament.
(i) To distribute in cash or in kind upon any division or
distribution of my estate.
(j) To undertake any and all acts deemed necessary and
proper by my personal representative for the proper,
-5-
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LAST WILL AND TESTAMENT OF HERMAN F. SPITZ
advantageous and prompt management of the settlement of
my estate.
(k) In general. to exercise all powers in the management of
my estate which any individual could exercise in the
management of similar property owned in his own right.
upon such terms and conditions as to him. her or it may
seem best and to execute and deliver all instruments
and to do all acts which he, she or it deems necessary
or proper to carry out the purposes of this, my Last
Will and Testament.
6
No interest of any beneficiary of my estate. either in
income or in principal. shall be subject to anticipation or
pledge, assignment. sale or transfer in any manner. nor shall any
beneficiary have the power in any manner to charge or encumber
his interest either in income or principal. nor shall the
interest of any beneficiary be liable or subject in any manner
while in the possession of my personal representative for the
liability of such beneficiary.
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lRD/JUlle 30, 1992/17858
REGISTER OF WlLI~'i
Cumberland County Courlhllusc
One Courlhouse Squnre
Carlisle, PA 17013
NOTICE PURSUANT TO RULE 6.12
PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULES
To:
Personal Representative
Counsel: PE'J'ER J. RUSSO, !;SQ.,
RE: ~late of HERMAN F. SPITZ , Deceased, Late of
SOUTH MIDDLETON TWP
~late No.: 21-1996-0316
Date of Decedent's Death: MA Y 3, 1995
Pursuant to Rule 6.12, the above named personal representative or the above named attorney, if
applicable, within two (2) years of the decedent's death, and annually Ihereafter until administration is
compleled, is required to file with the Register of Wills a Slatus Report as required by Rule 6.12, in
substantially the prescribed form, showing the date by which the personal representative, or anomey, as
applicable, reasonably believes administration will be completed, The purpose of this Notice is to advise
you that unless the requisite Status Report is filed with the Register of Wills or Clerk of the Orphans'
Court, as appropriate, within ten (10) calendar days after the date of this Notice that the Registet of Wills
is required to notify the Orphans' Court Division, Court of Common Pleas of such delinquency and to
request that said Court conduct a hearing to detennine whether sanclions should be imposed upon the
delinquent personal representative and the delinquent personal representative's counsel. if any,
Accordingly, if the requisite Status Report is not filed by JUI,Y 11 , 1997, you are hereby
advised that a request will be submitted to the Court in accordance with Rule 6,12,
Date: JUNE 24, 1997 \- CC\./ {"tUU...I i.,l',m.l; /j/j(
Depuly egister of Wills
Distribution to Estate File
STATUS REPORT UNDER RULE 6.12
Name of Decedent: \-\~,<ma" V, SO'~"L
Date of Death: 5'-3- qS
will No. J./-%" bill Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes v No
2. I f the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No v
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes ,~ No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
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Name (Please type or print)
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Address
Date:
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