The URL can be used to link to this page

Home My WebLink About03-29-07 PETITION FOR PROBATE AND GRANT OF LETTERS REGISTER OF WILLS OF Estate of Kathryn B. WILSON also known as CUMBERLAND COUNTY, PENNSYLVANIA File Number 21-07 -~ ~ , Deceased Social Security Number 189-03-4601 Sally Ruth Maurer Petitioner(s), who islare 18 years of age or older, apply(ies) for: (COMPLETE~' or 'B' BELOW:) 00 A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) islare the Executrix last Will of the Decedent, dated 06/08/2006 and codicil(s) dated named in the State ralevant circumslances, e.g., ranunciat/on, death of executor, etc. Except as follows, Decedent did not marry, was not divorced, and did not have a child bom 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: o B. Grant of Letters of Administration (It appllC801e, enter: C.I.a.; a.D.n.c.t.a.; peaente lite; aurante aDsent/a; aurante mlnontate) Petitioner(s) after a proper search haslhave 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 a 0-. (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania with his I her last principal resfdence at 1465 Hillcrest Court, Camp Hill, Lower Allen Township, Cumberland County, PA (List street address, town/city, township, county, state, zip code) Decedent, then 99 years of age, died on 03/05/2007 at Messiah Village, Mechanicsburg, Cumberland County, PA 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 situated as follows: 285,000.00 $ $ $ $ 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 Sally Ruth Maurer 4117 Mountain View Road Mechanlcsburg, PA 17050 t .' t..: Form Rev. 10-13-2006 Copyright (e) 2006 fO<Tn software only The Lackner Group. Inc. Page 1 012 Oath of Personal Representative } SS } COMMONWEALTH OF PENNSYLVANIA 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. Signature of Personal Representative c.:) = --.J i~) Sworn to or affirmed and subscribed _i._ ~~::~ ,~ -'" - ,.,) :-:] N 1.0 Signature of Personal Representative (--) (-) :, ,:::=: -~l ~ 1'0 .. 71 o 01 File Number: 21-07- ~3 Estate of Kathryn B. WILSON Social Security Number: 189-03-4601 , Deceased Date of Death: 03/05/2007 AND NOW, ~CJ-m. MtUU'll / , :;).{)07 , in consideration of the foregoing Petition, satisfactory proof having been presented before me,lT IS DECREED that Letters Testamentary are hereby granted to Sally Ruth Maurer in the above estate and that the instrument(s) dated 06/08/2006 described in the Petition be admitted to probate and filled of record as the last Will (and Codicil(s)) of Decedent. FEES Letters........................................... . Short Certificate(s).......lD............ tb1Cl ~ ~~ RegisleiOrWllIs ~1 Attorney Signature: Attorney Name: EDMUND G. MYERS Supreme Court I.D. No.: 20558 Johnson Duffie Address: 301 MARKET STREET LEMOYNE, PA 17043 Telephone: (717) 761-4540 Fonn RW-02 Rev. lCJ..13-2006 Copyright (c) 2006 fonn software only The Lackner Group, Inc. Pege2of2 HIOS.80S 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 .~frl~', Local Registrar Date MAR 0 8 2007 No. r-:>. c--=:> C? --l C) '-0 :tJ :J-~p ~;~ ~1-Ol-2)!)3 REV 1112006 , PRM IN - CKINK COMMONWEALTH OF PENNS'iLVAlflA' DEPARTMENT OF HEALTH' VITAL RECORDS CERnFICATE OF DEATH (See Inlltructlone.nd examp/es on -) STATE flU; NUMBER A. _ oIDeItIl (Month, do" _) March 5.2007 l._oI_(RrIt,_,IMI,_) Kathryn B. Wilson 5.Ago(l.ul1lir1lldoy) ~1 - 99 YlI. .. Collnly 01 1lIa1l1 Clmberland , 12.___~'" U.8.__ OYtl ~ --. _RooIdonc:o 17LSIIIo 171>. County T.nWPT Al1pn 11.-'UouII 1(hI0I_ Homemaker . 18.-...~_t-.c:llyI-'_,zIp_) 1465 Hillcrest Court Camp Hill.Pa 17011 It F-._ (Fill, "**-Ilol.....) Charles Berr 2OI.1nklImonI'._(T\'llI11'l1nIl Sall Maurer 21L~oIlliopooIIon ~- 0-""",- 0Ih0f. Pa Cumberland l:.~ 17c.]t] v..._lMd~ T""""""? 17d.ONo._lMd_ _ Umlsol 19,_'_IFiIII.-.IlIIidIn_) Cora Smith 2lh_.~_(8noI.c:llyI-'_,zIp_) 4117 Mountain View Road Mechanicsbur .Pa 17050 O~ O~ 21c_0I~1II-0I..-y.cr-,..._plsce) 21d.l.ocIIIan(Qly/-,_,zIpaxll) 1:::::=:'~-OYtlONo .March 9, 2007 Rolling Green Cemetery Camp Hill. Pa 220_II1II_01-' 1903 Market Street Myers-Harner Funeral Home Inc . Pa 17011 230. TO...beotol""--.,__II......,dlillllI1dploco_. (S9IQn1l1d") 231>. ~_ 230. OlIo SlpdI_,dIy. \'OlIIl P11'18: EAlIr oltw...... MrdIrlnI MNrIdvJ kl dMIh bulnollllUlllng~"'IIllIsrIyIng""''''''~PIllI. 2lI. _ ClIo R_to _~ I Coroner for. Rsuoo Olhor lhon Cllmallon... DonoIIon? OYtl ONo 29.llId Tcm:co Use C<lnIIIMllto Dulh? o YtI Ol'nibollly E:(Noo_ 29.W_: ffNoo__pat,.., o "'-11....01_ o Noo_bul__42doqo ol_ D Noo_buI_ol3d1" 10 1,.., -- o _W__"__ 32c.==~_F-', ....-_btOOlllllllldIll'_ 24.1lmo0lDoolh ....--. 0\00 ~ M. CAUSE OF IlUfH (s. .....- .... ) illm27.PII1I: =:~~..~.:~~'*::..~.:.::enIIr___.._...... =:II:~C\~. LMs"ihOrJ Due 10 (......_ol): =:::t~1i:c....:.~.. b //lYlI/ tAMt-U M6Hj~h'c, 10 livV' EoIOr"__CAuIl! Due"'I......~ol): =-..:>>:t,~ c. DueIo(OfU8lXlnlt1ql.1enCeor): ~_: OnIIlto _ nI'J~ ~u.1' &n1~Ji~ hurl- ~illl/e... A-m:~1 Iib";/ldMI-I d. 3IlL Wu .. Al*'PIY - 32g.l.ocIIIanol~l-'dIy/-'_) 3lI> _~ RndIngs _Prior"'~ 01 c... 01 00Ith? OYtl ~ 31....,.01_ Li_ D- O -. 0 PII1dlng InvIIIIgdon 0- OCauldNoolll_ OYls ~ 311d.l1mool "*"'t II. :l3L CII1k 1-.,., lIllI) . CllIlIIy/IIt,....,IPhyIloiInCll1lfyilg-af__-""'*""'-..........._IOdOOlllllllld....23j Tollllbtll...., .......--.... to... llIlIII(Il II1II -..________ _ _ __ ________ __ __ _ __ _______ 0 . --.........,..~I~boIIlplOllOlllCilg_IIIIICII1IfyilgIo_oI_) Tollllbtll....,....... _ _ 11l1li_ _II1II pIIoo, II1II ......l1li CIUII(.)... _.. ___ _ _ _ _ _ _ _ _ _ _ _ _ _ __ . ===--=.../or~llImy....___IIIIII__....plIoo.IIId......IIIICIUII(.)IIIII_..__ 0 :~),:) 330. ~ ~ ,/ 33d. _ Slpd (IloolI1. diy, 'fIOI) mVT~SY~ ~3-0S-~7 34._II1d_oI.......Who~c...oI_I....27) l\III/PIill ~Ihf-" II IV iJf) ~ t!> A~ m [) IZ''Q'~-r ~(,..'c~,.J ~x.- i9 1;V~ 35. RegIoIJIt. ~ OIIpoeIIIonPennitNo. I ..21- /1 ~ I / I / I :z ~t::;~ 7" 1') \.D -0 -=;~ --ih N o (j'\ Top. Cilyllloro ,> " :. . '. " . " .. ," Last Will and Testament o --r-J " . 1 "'':J " , ,-' i') \. ') OF KATHRYN B. WILSON r<} .' .."\ I, KATHRYN B. WILSON, of Lower Allen Township, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void any and all Wills or Codicils at any time heretofore made by me. ARTICLE I DEBTS I direct the payment of all my legal debts and the expenses of my last illness and funeral from my Estate as soon after my death as conveniently may be done. ARTICLE II TANGIBLE PERSONAL PROPERTY I give and bequeath my motor vehicles(s), household and personal effects and other tangible personalty of like nature (not including cash or securities), together with any existing insurance thereon, unto those of my daughters who survive me, to be divided between them in as nearly as equal shares as practical, provided that my Personal Representative shall deliver any such items for the benefit of my daughter, .' " " :, . . " ' VIRGINIA LOU WILSON, unto my Trustee to be held as specified in Article IV hereafter. ARTICLE III REST, RESIDUE AND REMAINDER I give, devise and bequeath all the rest, residue and remainder of my Estate, of whatsoever nature and wherever situate, as follows: A. ONE-HALF (112) thereof unto my daughter, SALLY RUTH MAURER, or her then-living issue, per stirpes, should she predecease me; B. ONE-HALF (112) thereof unto my TRUSTEE, hereafter named, IN TRUST, to be held, administered and distributed as the VIRGINIA LOU WILSON SPECIAL NEEDS TRUST, as set forth in Article IV hereafter, provided my daughter, VIRGINIA LOU WILSON, survives me, otherwise her share shall be distributed in accordance with Paragraph A hereof. ARTICLE IV VIRGINIA LOU WILSON SPECIAL NEEDS TRUST The VIRGINIA LOU WILSON SPECIAL NEEDS TRUST shall be held, administered and distributed as follows: 2 .' ,'. A. My Trustees shall pay to or apply for the benefit of my daughter, VIRGINIA LOU WILSON, for and during her natural life, as Trustee in her sole discretion may from time to time deem necessary or advisable for the satisfaction of the beneficiary's special needs, and any income not distributed shall be added to the principal. B. Upon the death of my daughter, VIRGINIA LOU WILSON, the principal of this Trust, and any accumulated and undistributed income of this Trust, shall be distributed in equal shares unto my then living issue, per stirpes. C. As used in this instrument, "special needs" refers to the requisites for maintaining the beneficiary's good health, safety, and welfare when, in the discretion of my Trustee, such requisites are not being provided by any public agency, office, or department of any city, county, or state government, or by the federal government, or any other public or private agency. "Special needs" shall include, but not be limited to medical and dental expenses, medical and dental insurance, clothing and equipment, travel, entertainment, programs of training and education, including vocational training, and essential dietary needs. D. It is my intent in creating this Trust that because VIRGINIA LOU WILSON is disabled and unable to maintain and support herself independently, my Trustee shall, in the exercise of her best judgment and 3 ..' '. ,. . fiduciary duty, seek support and maintenance for the beneficiary from all available public resources, including Supplemental Security Income (SSI), Old Age Survivor and Disability Insurance program (OASIS), Medicare, Medicaid, Federal Social Security Disability Insurance, and any other appropriate state or local or private agency serving the disabled. In making distributions to the beneficiary for her special needs, as herein defined, my Trustee shall take into consideration the applicable resource and income limitations of the public assistance programs for which the beneficiary. is eligible. E. It is my further intent that no part of the corpus of this Trust shall be used to supplant or replace public assistance benefits of any city, county, state, federal or other governmental agency. For these purposes, in determining the beneficiary's eligibility for such benefits, no part of the principal or income of this Trust shall be considered available to the beneficiary. In the event my Trustee is requested by any department or agency to release principal or income of the Trust to or on behalf of the beneficiary, to pay for equipment, medication, or services that other organizations or agencies are authorized to provide, or in the event my Trustee are requested by any department or agency administering such benefits to release Trust principal or income for this purpose, or in the event any department or agency administering such benefits petitions any court of competent jurisdiction for these same purposes, my Trustee shall deny such request and are directed to defend, at the expense of the Trust established 4 hereunder, any contest of this provision of attack of an~ nature. My Trustee shall have complete discretion with regard to any such claims, including management of all litigation which may result. My Trustee shall also be authorized in her sole and absolute discretion, to settle, in whole or in part, or otherwise compromise any such claim or litigation. ARTICLE V TRUSTEE I name, constitute and appointment my daughter, SALLY RUTH MAURER, Trustee of the VIRGINIA LOU WILSON SPECIAL NEEDS TRUST. Ifmy daughter, SALLY RUTH MAURER, fails to qualify or ceases to so act, I name, constitute and appoint my granddaughters, ELIZABETH M. HARDING and KATHRYN R. MAURER, Successor Co-Trustees. If either Successor Trustee fails to qualify or ceases to so act, the other Successor Co- Trustee shall be authorized to so act without the appointment of another individual Successor Co-Trustee. I direct that no Trustee named herein shall be required to post bond. I also authorize my individual Trustee(s), when acting in the office of Trustee, to select a trust company having a place of business in Pennsylvania to act as Corporate Co-Trustee. I also authorize my individual Trustee( s) to replace the Corporate Co-Trustee no more often than once in a five-year period. 5 '" ~ . . '. ARTICLE VI UNIFORM TRANSFERS TO MINORS ACT In the event any beneficiary of my Will has not reached the age of twenty- five (25) years at the time for distribution of his or her share, distribution of said share may be made in the discretion of my Personal Representative after considering the age and needs of the beneficiary, either directly to the beneficiary or to a Custodian for such beneficiary until age twenty-five (25) under the Pennsylvania Uniform Transfers to Minors Act, 20 Pa. C.S.A ~ 5301 et seq., or the applicable Uniform Gifts to Minors Act or Uniform Transfers to Minors Act in the state of residence of such beneficiary as the case may be. My Personal Representative may designate as such Custodian any institution or person, including my Personal Representative, qualified to act as a Custodian for such beneficiary under such Act in effect at the time such distribution is made. A receipt for any payment or distribution so made shall be a full discharge therefor to my Personal Representative, who shall not be responsible to see to, or be liable for, the application of such proceeds thereafter. ARTICLE VII POWERS OF PERSONAL REPRESENT A TIVE(S) AND TRUSTEE(S) My Personal Representative(s) (Executor or Successor) and Trustee(s) 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, 6 , .. " Ii'. '. , . including property held for minors, exercisable without court approval and effective until actual distribution of all property: A. To make distribution in cash or in kind, or partly in cash and partly in kind, and in such manner as they may determine. B. To retain any or all of the assets of my estate, real or personal, without restriction to investments authorized for Pennsylvania fiduciaries, as they deem proper, without regard to any principle of diversification or risk. C. To invest in all forms of property without restriction to investments authorized for Pennsylvania fiduciaries, as they deem proper, without regard to any principle of diversification or risk. D. 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. E. To allocate receipts and expenses to principal or income or partly to each as they from time to time think proper. F. To compromise any claim or controversy. 7 " , ." G. To make such elections, decisions, conceSSIOns and settlements in connection with all income, estate, inheritance, gift, generation skipping or other tax refunds and the payment of such taxes as my Personal Representative shall deem appropriate, without obligation to adjust the distributive share of any person thereby affected. H. To combine, without prior court approval, any Trust contained in my Will with any other Trust with substantially similar provisions, although such Trust may have been created by separate instrument. ARTICLE VIII PERSONAL REPRESENTATIVE I name, constitute and appoint my daughter, SALLY RUTH MAURER, Executrix of this my Last Will and Testament. Should my daughter, SALLY RUTH MAURER, fail to qualify or cease to so act, I name, constitute and appoint my granddaughters, ELIZABETH M. HARDING and KATHRYN R. MAURER, Co-Executrices, to complete the administration of my Estate. If either fails to qualify or ceases to so act, I direct that the other shall complete administration. I direct that no fiduciary appointed herein shall be required to post bond for the faithful administration of the duties required in any jurisdiction. 8 " t' .. '. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, this 3f!- day of if~ 2006. ~Y.~ ) (SEAL) KATHRY B. WILSON Signed, sealed, published and declared by the above-named Testatrix, as and for her Last Will and Testament, in the presence of us, who at her request, in her presence and in the presence of each other, have hereunto subscribed our names as witnesses. ~YJ~ ~Md14t :276503v2 9 .' .. . . . AFFIDAVIT AND ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA : SSe COUNTY OF CUMBERLAND We, KATHRYN B. WILSON, 6j)muPJ (!. 1H/t,(J and lU"I('II~cr 15 . R ,,/r , the Testatrix and the 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 Testatrix 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 Testatrix, signed the Will as witness and that to the best of hislher knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. . ~~i. ::i~'" ? ~iJ~ Witness 6Md /4 10 .' . \ . .. .' Subscribed, sworn to and acknowledged before me by KATHRYN B. WILSON, Testatrix, and subscribed and sworn to before me by 6 l)/H.u AJj) a. /flYa-~J and IP!II,(JaA~ 1fT If. R",,~ . witnesses, this ~ T ,+ day of -:] t..l. f\ ~ 2006. ~.'fl{~ No Publ COMMONWEAlTH OF PENNSYlVANIA NOTARIAL SEAL GAil J. MAHONEY, Notary Public lemoyne Boro., Cumberland County My Commission Expires Feb. 19. 2010 11