HomeMy WebLinkAbout03-23-07
PETITION FOR PROBATE AND GRANT OF LETTERS
REGISTER OF WILLS OF CUMBERLAND
COUNTY, PENNSYLVANIA
File Number a 1- Ol- }.. '71
Estate of
Richard G. Steele
also known as
, Deceased
Social Security Number 195-26-5145
I'etitioner(s), who is/are 18 years of age or older, apply(ies) for:
(COMPLETE 'A' or 'B' BELOW:)
~ A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is / are the Executor
last Will of the Decedent dated September 7, 2005 and codicil(s) dated
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) olTered
for probate, was not the victim of a killing and was never adjudicated an incapacitated person:
D B. Grant of Letters of Administration
p- }r
(If applicable, enter: c.t.a." d.b.n.c.t.a.; pendente lite; durante absentia; duf'itJte minoritate'fj;!,
.-::;;0 -.J
Petitioner(s) aller a proper search has / have ascertained that Decedent left no Will and was survived by the following~~~~if an~d hCli~
Administration, e.t.a. or d. b.n.e.t.a., enter date of Will in Section A above and complete list afheirs.) ~;: r .:;0
R'"di:~~
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Name
Relationship
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(COMPLETE IN ALL CASES:) Attach additional sheets ifnecessary.
Decedent was domiciled at death in Cumberland
4 Pocono Drive, Mechanicsbun! Cumberland Countv, PA 17055
(Ust street address, townlcity, township, county, state, zip code)
County, Pennsylvania with his / her last principal residence at
Decedent, then 74
years of age, died on February 20, 2007
at 806 Grantham Road, Upper Allen Township
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
24,000.00
$
$
$
$
situated as follows:
Wherefore, Petitioner(s) respectfully request(s) the probate of the la~t Will and Codicil(s) presented with this Petition and the grant of Letters in the appropriate form to
the undersigned:
Kenneth Steele, 1929 Fisher Road, Mechanicsburg, PA 17055
/'()rm RW-02 rev. /0.13.06
Page 1 of2
Oath of Personal Representative
COMMONWEALTH OF PENNSYL VANIA
SS
COUNTY OF CUMBERLAND
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 of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly
administer the estate according to law.
Sworn to or affirmed~d subscribed
before me the f),o day of
;<~//.~
Signatu . sonal Representative
Signature of Personal Representative
Fo, the R,gi,t:~
Signature of Personal Representative
File Number:
dl-61-d17
Estate of
Richard G. Steele
, Deceased
Social Security Number: 195-26-5145
Date of Death:FEBRUARY 20. 2007
AN 0 NOW, (Y\g..r c.k...
M
, c1oc, , in consideration of the foregoing Petition, satisfactory proof
having been presented before me, IT IS DECREED that Letters Testamentary
are hereby granted to Kenneth Steele
in the above estate
and that the instrument(s) dated September 7,2005
described in the Petition be admitted to probate and filed of record as the last Will (and Codicil(s)) of Decedent.
FEES
Letters ............... $ lva . 00
Short Certificate(s) . . . . . . . . $-.JtD .00
Renunciation(s) .......... $
lJ.,:)\ \ \ . . . $ I S- - DC>
~<!P ... $ re ,00
0~~ ... $-.S,Q'\)
.. . $
.. . $
... $
...$
...$
.. . $
TOTAL.............. $ 1l51D.<1O 0
Attorney Signature:
Andrew C. Sheely, Esquire
Attorney Name:
Supreme Court 1.0. No.: 62469
Address:
127 South Market Street
P.O. Box 95
Mechanicsburg. PA 17055
Telephone:
717-697-7050
Form RW-02 rev. jO.13.06
Page 2 of2
HI05.905MS REV. 6/06
This is to certify that this is a true copy of the record which is on file in the Pennsylvania Division of Vital Records ill accordance
with Act 66, P.L. 304, approv~d by the General Assembly, June 29, 1953.
WARNING: It Is Illegal to duplicate this copy by photostat or photograph.
/! ~ ~d
vr-o ""'"7 C!P--~ tf~L
Calvin B. Johnson, M.D., M.P.H.
Secretary of Health
Frank Yeropoli
State Registrar
1064913
MAR 0 7 2007
Date
195 26
Sa. Place of OeIth(ChllcK on! one)
Hospital: Othlll:
o Inpatien1 0 ER I OUtpatient 0 DCA 0 Nursing Home ~ Residence Dottl8l' - Specify:
9, Was Decedent 01 HiSpanic Origin? KI No 0 Yes 10. Race: American Indian, Black, While, elc.
(If yes, specify CUban, {Sp6cif)1
806 Grantham Road ......,.p"'rto"""'...'" white
12. Was Decedent ever in the 13. Oecedenfs Education (Specify only highllSl grade completed) 14. Marttal Status: Manied, Never Married,
U.S. Armed Forces? Elementary I Secondary {Q-12} College (1-4 or 5+) Widowed. Di'iorced (Spea1yj
(XV,. ON. 12 Widowed
~~ 17a.Slate pennsylvania ~e~nl 17c.[KVH,DecedenlLivldin Upper Allen
17. Coo'~ CUmberland Towoshlp? 17d. d ~=tol"''''-'
H105-143AEV 11/200&
TYPE / PAINT IN
PERMANENT
BLACK INK
No.
1. Name of Decedent (Fil'll. middle, last, suflbc)
Richard G. steele
!l.Age(lastBirthday)
74 v~.
8b. Coooly of Death
CUmberland
. 18. Decedenr. MllllingAddtes. (SlrHl, city I town, stale, zip code)
4 Pocono Drive
Mechanicsburg, PA'170S5
18, Flther's Name (First. rnddIa, IUt, sutfbll
Russel G. Steele
19. Mother's Name (First, midcle, mBiden surname)
Eva Marie Lindenmuth
2llb. Informant'. Mlllng AddIwI& (Street, citv I town, 8tate, _ code)
1929 Fisher Road Mechanics
21c. Place of Oispositlon INlme of cemetel'y, crematory or other place)
2Oa.lnformlnt'. Name (Type J Print)
Ken D. Steele
211. Method of Ollipositlon
~
~
Fairview Cemet
23b.~N~r
~~ ~\b1i~\ \-
IlemI24-2f1 nut be completed by person
:" who prorlOlJI'lC* duth.
Approximlte inlelVlll:
OnMllaOlll.Ih
Part II: Enl8r oCher &lmlfIrAnl cnndIlid'Ill.mntrblllnn IOdMlh
but not......1tlng In !he ~CIU88;ven in Plrt I.
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=attv..._.."".
I \otMcauHllltedonlklea.
EnIer UNDERLYING CAUSE
=-~fY.,Ih:..n~
C::Oro
Due to (or as 8 consequence 01):
/t'...e -)
-I-rlM'
b.
Due ';0 (or as I consequence 01):
Dueto(oras8~oI)
301. Was an Autopsy
p..-.,,?
d.
3Ob. Were Autopsy FlndIngs
AYlilatHPriortaCt:wrpletion
ofCauseolDeaItl?
31. Manner of OeIth
~.,," 0-
DAcciienI DPendinglnvestlg8t1on
o s_ 0 Coukl Not be D818<m'''''''
M.
32g.Locallonof~ury(SlreeI,clty/town,ll8I8)
D\'eo~
Dv" ON'
32d.llmaoflr1u~
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i';
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33B.CertIfIer(ctleckonlyons)
Certifying physlciM (Physidan eertifyi'lg cause of delIlh whan another physician has pronouoced deatll and CQIT4IIeled itern 23)
To tbt Ms1 of my knowledge, cte.th oc:currM dut tothl CIUIe(.)8l'ld ......"... *led.. - - - -.. - -................... -.......-......... -............
~~-==~~~;::=~~'::'"t.~=~~)~~manner...IIted.........................__....__ 0
~:: =":'~= n I or lnvn1laatlGl'l, In my opinion, daIIlh ocClJl'Nd llt1hetime, dllrI, and ptace, and clue lob C'uu(I) Il1d mlnnef.1 dd(L 0
20
2007
Twp
CIly/Boro
PA
28~uaeContrtbutetao..th?
\'eo DP-
No 0 u_
29. If "*"*:
o Not..-nt.....post....
o Pregwrt II tlma at death
o NoIpregnanl butpr8gnanlwilt*l42 days
ol_
D Notpregnanl.bulpl'8(lflll143c1a)'8ta1year
......-
o Unknown If pregnll1l wit'*' tha put yea:r
32e. PIac:I 01 Injury: Home, Farm, Street, Flctafy,
0IRce Building, lie. (Sp8cIfy)
I~I \ 1.;l...1 f 1.;l....1
DO__No O/2'/C, 35-
2..(
34. Name and Address oj Person Who CompIeIad Cause of Death (Item:27) Type / Pfinl
c.Afl..f-O S ::p.. [)G t...4 f"'lo'G'W'j'"C, 1-1. P
6""MKf?'f'PtA~ ~ hGC/-fA-/l/ics;8Vt'l.tr .P4
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. .
WILL
I, RICHARD G. STEELE, of , Mechanicsburg, Cumberland County, Pennsylvania,
declare this to be my last will and revoke any will previously made by me.
ITEM I. I give all my automobiles, and all other articles of personal and household
use, together with all insurance relating thereto, to my children, KENNETH STEELE and
DEBRA MASON, if they survive me by thirty days, to be divided among them as they may
agree. For items they do not desire, I ask my Executor to give any of my personal items
that the children of my deceased daughter, LINDA CONNORS, may desire to them,
provided my Executor deems the same to be appropriate for them. Any personal items
not taken as set forth herein, shall be sold and the proceeds added to my residuary
estate.
ITEM II. I give all the residue of my estate, real and personal, in equal shares, as
follows:
A. I give One Third (1/3) of my estate to my son, KENNETH STEELE.
Should he not survive me, his share is to go to his children, per stirpes.
B. I give One Third (1/3) of my estate to the family of my deceased
daughter, LINDA CONNORS, as follows: One Half (1/2) of the same to her husband,
DAVID~.~NNORS and One H~lf (1/2) to be divided in equal shares to her~hildren, ~
t1~.5 .'.~~ 0 -c'
,j ,. "', ;:TJ ::,.:
DAVID P. CONNORS and TIMOTHY CONNORS. If any of the above-named:~ld 7'::
",,11, N
~ (Jj ~}! w
predecease me, their share is to be added to the survivor's named. C:-CJ ~
_, ~:~-!. +':1
'- -'
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Ul
Page 1 of 5 Pages.
c. I give One Third (1/3) of my estate, IN TRUST to KENNETH STEELE, as
TRUSTEE for the DEBRA MASON SPECIAL NEEDS TRUST to be held, administered
and distributed as a separate TRUST as follows:
The express purpose of the SUPPLEMENTAL NEEDS TRUST AGREEMENT is
to provide the extra and supplemental care of DEBRA MASON in addition to and over
and above the benefits that she otherwise receives or shall receive as a result of her or
her family's disability from any local, state, or federal government, including but not
limited to benefits from Pennsylvania Department of Public Welfare, Access Medical,
Medicare, Medicaid, Social Security Disability, Social Security Supplemental Income, or
from any other private agency providing services or benefits for which she or her
spouse may be entitled.
The Trust Estate shall not be used to provide basic food, clothing, and shelter,
nor be available to the beneficiary for conversion for such items, unless all local, state,
and federal benefits have been fully expended for such purposes. It is my express
purpose to establish the Trust so that the Trust Estate is not considered an available
resource of DEBRA MASON for purposes of any local, state, or federal benefits, and
any and all provisions herein shall be construed accordingly.
It is my intention that distributions of income and/or principal from the Trust
Estate shall be used only to supplement, not supplant, any benefits to which DEBRA
MASON may be entitled under any governmental program, and if the existence of this
Trust should at any time be used by any governmental agency as an excuse for
denying DEBRA MASON such benefits, then the Independent Trustee, appointed
Page 2 of 5 Pages.
pursuant hereto is authorized, in his sole and absolute discretion, to terminate the Trust
Estate as though DEBRA MASON had died at that time. The decision of the
Independent Trustee in this regard shall be final, binding, and conclusive on all persons
who might have an interest in the Trust Estate.
Upon DEBRA MASON'S death, the Trustees shall pay and distribute the
remaining balance of the Trust Estate and any accrued, accumulated, or undistributed
net income thereon, to the children of DEBRA MASON, namely, MICHELE MASON
and ANGELA BRUNGARD. Said trust shall be maintained as a singular TRUST for the
health, education and welfare of the younger of the children until such time as she may
reach the age of Twenty-three (23) at which time the TRUST is to be terminated and
divided equally between the two children.
ITEM III. No interest in income or principal shall be assignable by, or available to
anyone having a claim against, a beneficiary before actual payment to the beneficiary.
ITEM IV. All federal, state, and other death taxes payable on the property forming
my gross estate for tax purposes, whether or not it passes under this will, shall be paid
out of the principal of my residuary estate just as if they were my debts, and none of
those taxes shall be charged against any beneficiary.
ITEM V. I authorize my executor:
A. to retain and to invest in all forms of real and personal property,
regardless of (i) any limitations imposed by law on investments by executors or trustees,
(ii) any principle of law concerning delegation of investment responsibility by executors or
trustees, or (iii) any principle of law concerning investment diversification;
Page 3 of 5 Pages.
B. to compromise claims and to abandon any property which, in my
executor's opinion, is of little or no value; to borrow from, and to sell property to others,
and to pledge property as security for repayment of any funds borrowed;
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 or leases;
D. to join in any merger, reorganization, voting-trust plan or other
concerted action of security holders, and to delegate discretionary duties with respect
thereto;
E. to use administrative or other expenses of my estate as income
tax or estate tax deductions and to value my estate for tax purposes by any optional
method permitted by the law in force when I die, without requiring adjustments between
income and principal for any resulting effect on income or estate taxes; and
F. to distribute IN KIND and to allocate specific assets among the
beneficiaries in such proportions as my executor may think best, so long as the total
market value of any beneficiary's share is not affected by such allocation.
These authorities shall extend to all real and personal property at any time held by
my executor and shall continue in full force until the actual distribution of all such property.
All powers, authorities, and discretion granted by this will shall be in addition to
those granted by law and shall be exercisable without leave of court.
ITEM VI. I appoint my son, KENNETH STEELE, executor and trustee under this
will. No personal representative appointed hereunder shall be required to give bond or
furnish sureties in any jurisdiction.
Page 4 of 5 Pages.
ITEM VII. The term "executor" and "trustee" or any pronoun used to indicate the
executor, trustee, any other fiduciary or any beneficiary shall be deemed to apply to one
or more than one person or corporation and to the masculine, feminine or neuter gender
as the case may be.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my last
will, this 7 dayof'-s:-y I:
,2005.
t~...../ ~%~~(SEAL)
RICHARD G. STE LE
SIGNED, SEALED, PUBLISHED, and DECLARED by the above, as and for's last
will, in the presence of us, who thereupon at request, in presence and in the presence of
each other, have hereunto subscribed our names as witnesses.
[fL Do~
J~%
Page 5 of 5 Pages.
. .
STATE OF PENNSYLVANIA)
ss:
COUNTY OF DAUPHIN )
We, ~//~ ~
:]aN"'€S &: 1'1 O~~ ~ (.
witnesses, respectively, whos n~mes are
and
, the Testator and
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 that he had signed
willingly and that 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 Testator,
signed the will as witness and that to the best of our knowledge, the Testator was at that
time eighteen years of age or older, of sound mind and under no constraint or undue
influence.
l~~~~<~
RICHARD G. STEELE
SUBSCRIBED, sworn to or affirmed, and acknowledged before me by the
abov~amed Testator and by the witnesses whose names appear above on
~~. CJ~ ,2005.
~t6
NotartaI Sell
PaUIne Paal Thomas. Notary PlbIIc
8~Of Harrisburg, Dauphin County
MyCcmrWA1 Expires Mar. 24, 2007
t.fernber. Pennsylvania Association Of Notaries