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HomeMy WebLinkAbout05-16-07 4 4 PETITION FOR PROBATE AND GRANT OF LETTERS REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Estate of Elizabeth E.Tappan File Number 21-07 (.fig(,, also known as Deceased Social Security Number 184-16-7071 Donald L.Tappan Petitioner(s),who is/are 18 years of age or older,apply(ies)for: (COMPLETE A'or B'BELO W..-) QX A.Probate and Grant of Letters Testamentary and aver that Petitioner(s) Woos the f XE*4 7-OA named in the last Will of the Decadent,dated 03/0412004 and codicil(s)dated St"n*Vant CMUMS(encea,9.0.,tanuacration,death Of eirea O,,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: B.Grant of Letters of Administration a n . c..a.; . .n.a.a.; n0- man a uran Petitioner(s)after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse(if any)and heirs: (X Administration,a t a.or d.b.n.c.t a.,enter date of Wdif in Section A above and complete list of heirs.) Name Relationship Residence C-) , i crti (COMPLETE IN ALL CASES)Attach additional shoats if necessary. Decedent was domiciled at death in Cumberland County,Pennsylvania with his i her last principal residence at Outlook Point Nursing Home (Listsheat address,townkity,township,county,state,zip code) Decadent,then 85 years of age,died on 05/04/2007 at Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property $ 160,000.00 (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: Wherefore,Petitioners)respectfully request(s)the probate of the last Will and Codicil(s)presenter)with this Petition and the grant of Letters in the appropriate form to the undersigned: Signature Typed or printed name and residence Donald L.Tappan 205 Runson RBI Camp Hill,PA 17011 VV Form Rai.10-13-2006 copyrW4(c)2006 farm sottmra only The Lackner croup.Inc. P age 1 of 2 Oath of Personal Representative COMMONWEALTH OF PENNSYLVANIA } SS COUNTY OF Cumberland } The Petitioner(s)above-named swears)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)viii well and truly administer the estate according to law. Sworn to or affirmed and subscribed s' atureof onald L.Tappan before me this _day of Signature of Personal Representative For the Regis-ter Signature of Personal Representative File Number: 21-07—64}I&CO Estate of Elisabeth E.Tappan Deceased Social Security Number: 184-16-7071 Date of Death: 05/04/2007 AND NOW, O __ _,in consideration of the foregoing Petition,satisfactory proof having been presented bel'OP me,IT IS DECREED that Letters Testamentary are hereby granted to Donald L.Tappan in the above estate and that the instrument(s)dated 03/0412004 described in the Petition be admitted to probate and filled of record as the last Will(and Codicil(s))of Decedent. FEES Letters............................................ $ tf t)C�,y� r Repi&era44MIs Short Certificate(s)........................ $ a� .�"� ������ Renunciation(s)............................. $ Attorney Signature: l fJ 1 $ l�^. Olt! Attorney Name: Michael L.Bangs JCP $ 10 •�� Supreme Court I.D.No.: 41263 $ 97 o $ Address: 429 South 18th Street $ $ Camp Hill, PA 17011 $ Telephone: 717830-7310 $ $ TOTAL.................................... $ D . d� Form RW-02 Rev.:afxwos copyr4ht tea zoos fpm software orgy The Lackner croup.Inc. papa 2 0<2 1-l~()5}V)::; R!:V Y05 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. No. {hm., I'l~' Fee for this certificate, $6.00 Local Registrar p 13354403 MAY 052007 Date o S;o '..~:D ;~~ ,~3q r~0 (','";::) <=> ~ ::r. :r.p -....< en ~., ---,~ ......., :-':J ==i _.~-~ CD <::) u; REV1112OO1l 'PAINT IN oIANENT Ct(INK COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH' VITAL RECORDS CERnFICATE OF DEATH (See Inetructlons and eXllmpf" on -) 10/2/21 Altoona, PA -7071 STATE FILE NUMBER .. _0I1lIolIl (Month. day, JOII) May 4, 2007 VII. 7. lIld_or one 1.NomIoI_(fInl._.IoII,_1 5. ~ (lMlllll1hdoy) 85 0Cl0<: Dillsburg outlook Point Nursing Home 12.Wu__lntfle 13.-.r&_lSIJodIYllIIIyliglllllpltCllllllllMld) u.s. _ _7 e-tory I SocoIld8Iy (O-1~ CoIIoge (1..\ or 5+) DVM KlHo U NK ~~l~~ Pennsvlvania 10. Roco:__.-'_.eIC. (~ White lib. CQInly 01 Dooll> Cumberland 8d.fIClllyNlmollnol_.<jII_ondlUnllor) 11.-'~ _01 ".Donol_ 1CInd0l_ 1CInd0l_,1nWIby Homemaker Homemaker 18. -.r&MoIIng_<-.dIyl_. _,,_I 153 Logan Rd. Dillsburg, PA 17019 18.-' NImo(fhI.-.101I, NIx) [l;d_ Uvoln. T""""""7 17c.oYol,_lJolodln 17d. Gil No, _ LMd_ AcUllLiW 01 Twp. 17b.CalrlIy (""mho,,,,. l..nn 19.__(fnI._._......) Dillsburg Cllyl- 2Oo.-.Nomo(1)'plIPrlnl) Raymond D. Hoffheins Donald L. Tappan D~ D- 21b.lloIeal~(\lId1.dIy.1IO'l :-..;::-'~~oYMDNo .L-._ FD014993 Helen B. Bridenbaugh 2Ob. __ MoIIng_<-.dIyl__. ,,_I 205 Runson Rd. Camp Hill, PA 17011 21c."""'aI~(I/Imoalcomollly,_or-pIoool 21d.LocoIcoI(C1IyI_._."_1 Rolling Green Mem Park Camp Hill Sullivan Funeral Home 51 N. Enola Dr. Enola PA 17025 231>. IJconIo _ 23c. - Slpd (MonIh. dIy. ~ ~N /-v'6D""1dJ.. L 111 c.'71,~o07 CompIolo - ~.ncl '*"Y_al-. 230. To"booIallff/~.__"'''lInlI,doIollldplooo_ISIpIlnllldllllol .::.(..~~,.q.;v, ___boCllflllolodbyplllOl1 2<.TmoalOoalh t:!(I 25.lloIe_~(MonlII.do,.,.." ~ ....__ K' A M. 1'Y'l~ D'IJ_d07 CAUSE OF PlA1ll IBM _ ond exomplIo) Ilorn 27. Part I: EIIIortflellJlllJ..lt.lli-_ijurIoI,orccmpllcalionl-....cIIocIIyCMld..._.DONOT......__such.--. ...proIory'" or __lien"'" "'*'II tfle lIlIcIogy. UIIllIIIy cno _on lOCh Ino. AppQdmIII- Onoot a o..e. Pert U: ErUr 0IhIr IInnIIcMf lllWdkn rDlIIhlliM In dIIIl. IMnclltl\Anolnlllo\llllollylng_jjoIonlnPartl 29. 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S9'Gn IIld 1110 aI CertiIItr 32&. ~oI""(SlIIII.c/lyI_.-) __No. ~ ~ "l-- ~ \"') ~ ~ 6}f/;}j ~ ((5lipdA YO. ~ t~ , o C ,:=~S I, ELIZABETH E. TAPPAN, of314 College Hill Road, Enola, CumberlandC:~, -~~ c::>rn , .,_.,~f.J Pennsylvania, declare this to be my last will and revoke any will previously made by~~ .'~ ,-, '-.) " , ,"\ i c-.;:) --.s c) ITEM I. I direct that all my just debts and funeral expenses, including my ~~Velnarker:'? f.> 0 u; and all expenses of my last illness, and any and all taxes and assessments imposed by any governmental body as a result of my death, whether on property passing under this will or otherwise, shall be paid from my residuary estate as soon as practicable after my decease as a part of the expense of the administration of my estate. ITEM II. I give and bequeath all of my household goods, automobiles, jewelry, and all other articles of household and personal use, equipment and ornament, together with all insurance thereon and relating thereto, in equal shares to my children, CHERYL H. GIVLER and DONALD L. TAPPAN, provided they survive my death by thirty (30) days. Should CHERYL H. GIVLER predecease me or be deceased on the thirty-first day after my death, her share shall go to her issue per stirpes. Should DONALD L. T APP AN predecease me or be deceased on the thirty-first day after my death, his share shall go to my daughter-in-law, LINDA J. TAPPAN. ITEM III. I give, devise, and bequeath all the rest, residue, and remainder of my possessions and estate of every nature and wherever situate in equal shares to my children, CHERYL H. GIVLER and DONALD L. TAPPAN, provided they survive my death by thirty (30) days. Should CHERYL H. GIVLER predecease me or be deceased on the thirty-first day after my death, her share shall go to her issue per stirpes. Should DONALD L. T APP AN I ~ \) ~ ~ ~ ~ t predecease me or be deceased on the thirty-first day after my death, his share shall go to my daughter-in-law, LINDA J. TAPPAN. ITEM IV. Should any of my issue entitled to a share of my estate not have attained the age of twenty-five (25) years at the time for distribution to him or her, I devise and bequeath the share of such issue to my hereinafter named trustee, IN SEPARATE TRUSTS, to hold, manage, invest, and re-invest, the shares so received, and the accumulation of income thereon, and to use and apply from time to time such portion of income and principal thereof as my trustee thinks proper for the comfortable support, maintenance, health, welfare, and education of the issue or to make payment for such purposes, without further responsibility, directly to such issue, or directly to any person taking care of such issue. Any principal or income not so applied shall be distributed to such issue when he or she attains the age of twenty-five (25) years, or if he or she dies prior thereto, to his or her personal representative. ITEM V. I appoint my son DONALD L. T APP AN trustee of the trust or trusts created by this my last will. Should Donald L. Tappan predecease me or otherwise fail to qualify or cease to serve as Trustee, I appoint my daughter-in-law LINDA J. TAPPAN trustee of the trust or trusts created by this my last will. In addition to the other powers and authorities granted to my trustee by Pennsylvania Law and by the preceding paragraph of this my last will, I hereby give my trustee the following special powers and authorities: A. To retain any or all of the assets of my estate, real or personal (including any stock or securities of any corporate fiduciaries), without any regard to any principle of diversification, risk, or productivity; 2 .~ \) ~ :;: ) ~ '(-9 B. To invest and re-invest in all forms of property without restriction to investments authorized for Pennsylvania Fiduciaries, as my trustee deems proper, without regard to any principle of diversification, risk or productivity; 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 my trustee deems proper and in the best interest of the beneficiary or beneficiaries of said trusts; D. To allocate receipts and expenses to principal or income or partly to each as my trustee from time to time deems proper in its sole discretion; E. To compromise any claim or controversy; F. To exercise any option, right, or privilege granted in insurance policies or in any other investments; G. My trustee may accumulate the income from this trust during the term thereof but may, from time to time, distribute from current income or from accumulated income or from principal such amounts as my trustee, in its sole discretion, deems advisable for the education, welfare, and comfort of the trust beneficiary. ITEM VI. All of the interests of the beneficiaries hereunder shall not be subject to anticipation or to voluntary or involuntary alienation nor shall they be subject to any execution or attachment. 3 ~ ~ ~ "" ~ \9 ITEM VII. I appoint my son DONALD L. TAPPAN executor of this my last will. Should my son predecease me or otherwise fail to qualify or cease to serve as executor of this my last will, I appoint my daughter CHERYL H. GIVLER executrix of this my last will. ITEM VIII. In addition to the other powers and authorities granted to my personal representatives by Pennsylvania law and by the other terms and provisions of this will, I hereby give to my personal representatives the following powers and authorities effective without court approval and until actual distribution of all property: to compromise any claim or controversy; to make distribution in cash or in kind, or partly in cash and partly in kind, and in such manner as my personal representatives may determine and at valuations finally to be fixed by them; to invest in all forms of property, including any stock or other securities in any corporate fiduciary or its successor without restriction to investments authorized for Pennsylvania fiduciaries, as my personal representatives deem proper, without regard to any principle of risk or diversification; to retain any or all assets of my estate, real or personal, without regard to any principle of risk or diversification; to sell at public or private sale, to exchange, or to lease for any period of tinie, any real or personal property and to give options for sales, exchanges, or leases, for such prices and upon such terms or conditions as my personal representatives deem proper; and to allocate receipts and expenses to principal or income or partly to each as my personal representatives deem proper in their sole discretion. ITEM IX. I direct that my personal representatives and fiduciaries shall not be required to give bond for the faithful performance of their duties in any jurisdiction. 4 IN WITNESS WHEREOF, I have hereunto set my hand this If~ day of ~. , 2004. ~&~ ELIZ ETH E. TAPP~ 5 The preceding instrument, consisting of this and FIVE (5) other typewritten pages, each identified by the signature of the testatrix was on the date thereof signed, published, and declared by ELIZABETH E. TAPPAN, 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. 6 COMMONWEALTH OF PENNSYLVANIA ) ( SS: COUNTY OF CUMBERLAND ) The undersigned, being the testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, does 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 voluntary act for the purposes therein expressed. EL~A~A~ ~~ ~_/ Sworn or affirmed to and acknowledged before me by the testatrix .P8!ll~4 above this ay of I}l Wi en , 2004. It () NOTARIAL SEAL WENDY S. CHESBRO. NoIary PubIc l.cMIr Allen Twp.. CtInbed8nd Ccu1tY MrCommlnlon ExpIIII MIy 10, 'J!XJ"1 COMMONWEALTH OF PENNSYLVANIA ) ( SS: ) WE~h L. ~AAJ and Hlkl L~NLf ,the witnesses whose names are signed to the attached or 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 and 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 that time 18 or more years of age, of sound mind, and under no constraint or undue influenc COUNTY OF CUMBERLAND ~o NOTARtAL SEAl WENDYS. CHESBRO. = PubIc I..cMer Allen Twp.. Cumbee ColIIly My ~l Expne May 10. 2IXf1 7