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HomeMy WebLinkAbout05-17-07 (2) PETITION FOR PROBATE AND GRANT OF LETTERS REGISTER OF WILLS OF Estate of Helen S. Egolf also known as CUMBERLAND COUNTY, PENNSYLVANIA File Number 21~7- oL/qB- , Deceased Social SecurIty Number 198.22.9115 Carolyn S. Miller Petitioner(s), who Is/are 18 years of age or older, apply(les) for: (COMPLETE ~'or '8' BELOW:) I!l A. Probate and Grant of Letters Testamentary and aver that Petitloner(s) Is/are the Executor last Will of the Decedent, dated 07/08/2001 and codlcil(s) dated named in the Slatel8levanl eReumstences. e.g., I/IIWIlCia/1on. deet" 01 eJ<eCUlo1, 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 incapacltated person: No exceptions (/I eppI/CBDIe, _ c./.It.; tJ.t>.n.c.t.a; p&aente 14e; auranre _Ill; _e lI1ItlOnfateJ Petitloner(s) after a proper search haslhave ascertained that Decedent left no Will and was survived by the followlng spouse (If any) and heirs: (If Administration. c.t.a. or d.b.n.c.t.a., enter daf9 of Will in Section A above and complete list of heirs.) D B. Grant of Letters of Administration I Name Relationship Residence I ;~~ 0 ...:::i ':~D - ... i :T ;~::? -: ~ :~= Ql - (COMPLETE IN ALL CASES:) Attach additIOnal sheets if necessary. ,. /', Decedent was domlclled at death in Cumberland County, Pennsylvania with his / her last principal residence at ..;; (~~ 210 Big Spring Road, West Pennsboro Twp., Cumberland County, PA 17241 ,'J (LIst street sddress, town/city, township, county, state, zip code) . J ..... -0 c.) .; '--i Decedent, then ~ years of age, died on 02/23/2007 -.J at Green Ridge Village, Newville, PA Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property $ (If not domiciled in PAl Personal property In Pennsylvania $ (If not domiciled In PAl Personal property in County $ Value of real estate in Pennsylvania $ situated as follows: None 7,500.00 Wher~l!,etitioner(s) respectfully request(s) the probate of the lest Will end Codicil(s) presented with this Petition and the grant of Letters in the eppropriate fonn to the und"",\yned: Carolyn S. Miller Typed or printed name and residence 735 Green Spring Road Newville, PA 17241 Fonn Rev. 10.13-2006 CoPl/llQhl Ie) 2006 form software only The laCkner Group, Inc. pege 1 01 2 HIO'.ROo REV J/O' 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. ~~.~~~ Local Registrar Fee for this certificate, $6.00 p 13311052 FEB 2 5 2007 Date C) ':c:c:O .::-D "-.flo ,..-"'~ ,-- --..I .'-:, fTl :::0 .....J (:--.'" (.:::;) . --' -J :::.~!O --.I ~..- .... C) "','1 ) -0 0.) --.I H105-143 REV 11J2008 TYPE/PRIrITIN - IlL\CK INK STATE FILE NUMBER 4.00I0~~~3~ :2.007 97 VII. ... Colny 0I1loo1h Cumberland OOlhor.Spodfy: ,a-=____,oIc. (~ Wlll.te l'.OecIdIl6l11u11 tnllItol ...Donol" tcnIoI_ tcnIoI_,......, ScOOol Teacher Public ScOOois 18. DocIdonrI-.a_I_dIyl-._"'-1 210 Big Spring Rd. Newville, PA 17241 ,I. F--._{FIrII,_1oIl.MIIll Clinton S fer 20L ........ _ (T"", I PrlnI) Carol S. 17b. CGor<y PA Cumberland l1c.tl!I.....DocodootLMd. West Pennsboro l1d.0 ....DocodootLMd_ _~0I 1'op. Cly/- 19.-'_{RnI,___1 Ma lena - Starner 2lI>.-.-.g_~dIyl....,_,"'_) 735 Green S rin Rd, Newville, 21<PIIcoolOlopaollan_oI_,_"_plocoj ~ ~ , PA ~o07 23b.~_ ((N 5~~~~ 28. WM c.. AIIIIr.:lIo MedIcII EumInIr I Cotoner Jar . AIIIon CMtleI' thin ClwnIIon Of DonIIIcrt? OYeo ~ -- Oroot 1ll DooIh PIlt II: EPer oIhIr IkI6:InI tIlWIIIrlnI. mMhlInn m dMIh "''''''-.e.Ihouncloo1lln9-ghMn.'''''' Duekl(oraaCCllleqUlrlCtol): ~CHV j'\.1y ('AlA '1Jy J.J .,...1'\/ 29. Illd_UoICanlIblIo 1ll00lll1 'OYeoO~ ONo~ ...-==~ ,9.1 35. ~ lalllri...l\ 101 .........-........ o _.....01_ o ...-.............-....,. ol_ D ..._bul.............,.1ll1,... -- O_W........._Iho........ ....==~-- =1oI-'W..y. 10 .-IIIIdCllIInIL EnIiIr LllDEl'lLYINlI CAUSE: =-..:=,~ c. 3lJLWM..~ ......... d. ..... -",-RncIngo __1ll~ orc... of DeIIh? 0\'11 ONo 31....., Oedl. ~O- 0- 0__ 0- OCcoJldNclbo_ 32d. lJme cllnjLIy ............01"""'_,..,'__1 M. I 1!5 ! 33o.~1_""ontl . CIrtIIllOI~("'-~_oI____""__""'_od""'i31 To"'" of 111 ............... OCOII'NII_" III CIUII(.IIftd........1IIeId... _...... _..................... __ __.............................................__ . =':='",=",'=::~~=:==_.__m____u_mm_ 0 . ==--=_/01' 1nvedgIdcIft.1n..., opWon,.... 0CCUI'Nd ..........,. _,.., Il'ld M1oIMCIIM(.)Ind""" _1IIilM- 0 DIopodIon _ No. .. . . ' , ' WILL I, HELEN S. EGOLF, of Holidays burg, Blair County, Pennsylvania, declare this to be my last will and revoke all wills and codicils that I have previously executed. 1. Disposition of Tangible Personal Property. I give all tangible personal property that I own at my death, and all proceeds of insurance that pertain to my tangible personal property, to my niece CAROLYN S. MILLER, if she survIVes me. 2. Payment of Death Taxes. Except for any generation-skipping transfer tax, all inheritance, estate and other death taxes that are payable as a result of my death with respect to property passing under this Will, and any interest and penalties with respect to those taxes, shall be paid from my residuarydstate, at:::: such time or times as my Personal Representative shall select, withoUt ~ ::::.; apportionment or right of reimbursement.:;~ Q -: ~.~ ;'j'.j '"'-O::IJ - 3. Disposition of Residuary Estate. I give the residu~~my-.J estate and appoint all property that I may appoint by Will to the truste~~ (Sf th~ HELEN S. EGOLF REVOCABLE TRUST that I established by Agf:~efuent earlier '" today, for administration as provided in that Agreement and in any valid -.J amendments to and restatements of that Agreement. cr i I "' 4. Powers of Personal Representative: Tax Elections. In extension and not in limitation of powers that are given to my Personal Representative by law or other provisions of this Will, my Personal Representative shall have the following powers, each of which may be exercised in my Personal Representative's discretion and without order or approval of any court, but in all events only in a fiduciary capacity and for the benefit and in the interest of the beneficiaries: (a) To make divisions or distributions of property in kind, in money or both, pro rata or non-pro rata, and to that end, to allocate specific property, or an undivided interest or interests therein. All property that is distributed in kind shall be valued as of the time of distribution or allocation. (b) To employ and pay reasonable compensation to agents, accountants and attorneys, and rely in good faith upon information or advice that they provide. 1 SLl 175391vl/02864.001 .. (c) To lease for any term, exchange or sell any assets, and grant options to lease for any term, exchange or purchase any assets. (d) To borrow money at any time from any source, including any Personal Representative, secure any such loan by a pledge or mortgage of any assets, renew any such loan and give additional security. (e) To act as my Personal Representative without filing bond or entering any other security in any jurisdiction or in any matter. (f) Without liability for self-dealing, to retain, purchase as an investment, sell, vote or refrain from voting securities that were issued by any corporate fiduciary or by any corporate fiduciary's affiliates; exercise or refrain from exercising any options, rights or privileges that are available to my Personal Representative for the purchase of any such securities; invest principal or income in any corporate fiduciary's common trust funds or mutual funds, or in the common trust funds or mutual funds of any corporate fiduciary's affiliates; borrow money from any affiliate of a corporate fiduciary; and delegate any part or all of any corporate fiduciary's responsibilities to one or more of that fiduciary's affiliates. (g) To allocate gains, losses and expenses between principal and income in case of any reasonable doubt as to the applicable rule of law. In the absence of an abuse of discretion, my Personal Representative's judgment in doing so shall bind all persons who have interests in such property. (h) To retain any property, regardless of any risk of non- diversification. (i) To invest principal and income without restriction to so- called "legal investments" for fiduciaries. As examples that do not imply limitations, my Personal Representative may invest in partnerships as a general or limited partner or both, and in shares of mutual funds. G) To exercise any option, right or privilege to subscribe for or acquire stocks, bonds, notes, mortgages or other real or personal property, regardless of any risk of non-diversification. (k) To vote securities in person or by proxy. 2 SLl 175391 v1l02864.0<1l . ' ,~ . . ~ , vi- (1) To maintain, insure, protect, develop, subdivide, otherwise improve, manage, lease, sublet, repossess, grant options for the purchase of, partition, sell and convey any interest in real estate. (m) To sell property at public or private sale, for cash or credit; exchange or partition property; and grant options for sales or exchanges. (n) To compromise claims. (0) To disclaim any interest in property on my behalf, without court authorization to do so. 5. Appointment and Definition of "Personal Representative". I appoint my niece CAROLYN S. MILLER executor of this Will. If CAROLYN fails to qualify or ceases to act as executor, I appoint STEVEN J. ADAMS, currently of 57 Park Road, Wyomissing Hills, Pennsylvania 19609, executor of this Will. The term "Personal Representative" means whatever person or persons, legally qualified corporation, or both, may at the time of reference be acting as my personal representative as a result of my appointment in this Will, or any process that results in the appointment or removal of an alternate, additional or successor personal representative. 3 SLl175391vl102864.001 . ". 1 ." 6. Spendthrift Clause. No beneficial interest under this Will may be assigned by the beneficiary or attached by the beneficiary's creditors until the time of actual distribution to the beneficiary. IN WITNESS WHEREOF, I have executed this Will this <6+k day of July, 2001. t?~_ jJ~?" --(SEAL) Helen S. Egolf I Signed, sealed, published and declared by the within named testatrix, HELEN S. EGOLF, as and for the testatrix's last will, in the presence of us, who, at testatrix's request and in testatrix's presence, and in the presence of each other, have subscribed our names as witnesses thereto. 4 SLl 175391vl/02864.001 " .,4' . ....... COMMONWEALTH OF PENNSYLVANIA COUNTYO~ ~0<J~"~ We,HE~~_EGOLF~'" C~ and ~~ , the testatn~d witnesses, r ectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as the testatrix's last will and that testatrix had signed willingly, and that the testatrix executed it as the testatrix's 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 the witnesses' knowledge, the testatrix was at that time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. ~~.--<I e~ Helen S. Egolf - - , C ~~('( ,.-~~ Witnes ~ \ Sworn to or affirmed and subscribed to before me, STEVEN J. ADAMS, a member of the Bar ~. ~ testatrix 5 SLl175391vl102864.001 , . , ." COMMONWEALTH OF PENNSYL VANIA: ss. COUNTY OF BERKS On this the cJc; ~ay of July, 2001, before me, a notary public, the undersigned officer, personally appeared STEVEN J. ADAMS, known to me or satisfactorily proven to be a member of the Bar of the Supreme Court of Pennsylvania, and certified that he was personally present when the foregoing acknowledgment and affidavit were signed by the testatrix and witnesses. IN WITNESS WHEREOF, I have hereunto set my hand and official seal. ~~' 1~ Notary Public NOT AAIAl SEAL JUDITH R. TIRDEll. Notary Public City of Reading, Berks County 6 SLl17.5391vl102864.001