HomeMy WebLinkAbout05-31-07
PETITION FOR PROBATE AND GRANT OF LETTERS
REGISTER OF WILLS OF r i ~~ COUNTY, PENNSYLVANIA
Estate of
L -""R'1 t9, I'll t! (.1'>
File Number
~\
CJi
OS~,
also known as
, Deceased
Social Security Number (!)~... a 6 - ItJ ..r..i'
Petitioner(s), who is/are 18 years ofage or older, apply(ies) for:
(COMPLETE 'A' or 'B' BELOW:)
Er'"A. Probate and Grant of LeU rs estamentary and aver that Petitioner(s) is / Me-the 6" It tF c -r ~ k.
last Will of the Decedent dated ~, 9 e and codiciI(s) dated "V'A
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) offered
for probate, was not the victim of a killing and was never adjudicated an incapacitated person: ~/'"
o B. Grant of Letters of Administration
(If applicable, enter: c.t.a.; d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritate)
Petitioner(s) after a proper search has / have ascertained that Decedent left no Will and was survived by the following spouse (if any) allii heirs: (If
Administration, c.t.a. or d.b.n.c.t.a., enter date a/Will in Section A above and complete list a/heirs.)' '';::.? ::3
';f
~id'~~ ~
Name
Relationship
~
L
--} F I
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary. ?::~ 1'<>
Decedent was domiciled at death in C~""8;~' If,..;.ti' County, Pennsylvania with his / her last principal residence at I.(;(z..
C~;9l)./""", kpk(/. C"f~ N,.,,,, ~""l 170lJ
(List street address, towll/city. township' county, state. zip code) I
Decedent, then 11./
years of age, died on f / If. I O?
,
at C,",.r ~ 1'6"''''.[' h'''.I~O 'f'tN1'. c.,.~ ,yn.t. I';p
, I
Decedent at death owned property with estimated values as follows:
(If domiciled in P A) All personal property
(If not domiciled in PA) Personal property in Pennsylvania
(If not domiciled in P A) Personal property in County
Value of real estate in Pennsylvania
$ ook
$
$
$ ISO"
..
situated as follows: $ IlIv1t.J6;t' ti e c '; I
,
IrPr:~~ .
,
'Zp..s Of', ft$ k 1'0'" "f <.
41' I'~I "q...ro /lov.rc
,
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 undersigne .
1icLP"r
Ty ed or rinted name and residence
S'I P z: S t-..,P ttTl'lvter:- LIt"'C
\)J 0 ~ J t"C:OC It' ~ ~ J:lPI 'e'
F Grill R W-O 2 rev. 10. /3. 06
Page 1 of2
Oath of Personal Representative
COMMONWEALTH OF PENNSYL VANIA
COUNTY OF
~~\~
SS
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 ofPetitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly
administer the estate according to law.
before me the
.3\
day of
Sworn to or affirmed and subscribed
~-:~
C)
(~;O
:D
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-~r ~ "...-;
.j-~ ~'r'i
C.::.::
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Signature of Personal Representative
-'
Signature of Personal Representative
G)
....">.,.
(')
-c..'
~.,)
File Number: '
Estate of LQU.,'fO..- ~ ?~e...-\ ~ ' Deceased
Social Security Number: O.Q, \ al.o loOS3 Date of Death: !;; \ 1\.0 \ () 1
AND NOW, ~ 3 \ , atb"l, in consideration of
\
having been presented before me, IT IS DECREED that Letters
are hereby granted to ~ G \.~ \ 6. C ?~ <2.....\ ~
and that the instrument(s) dated y ~ q '5
described in the Petition be admitted to probate and filed of record as the last Will (a d Codicil(s)) of Decedent.
U'J
in the above estate
Letters
$
~ loG 1S)
(oDe$::)
FEES
Short Certificate( s) . . . . . . . . $
Renunciation(s) .......... $
0\\\ ...$
0C? .. . $
~W ... $
.. . $
$
$
$
$
... $
TOTAL .............. $
Attorney Signature:
lS d:J
O...J
'~dO
b
Attomey Name:
Supreme Court I.D. No.:
Address:
Telephone:
~Ol)
Form RW-02 rev 10.13.06
Page 2 of2
H 105 .805 REV 1/05
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, $6.00
No. Date
th~- /Jl ~~~
Local Registrar
p
13355118
MAY Z 1 2007
l1'BM l."l~ tJ
SHOULD-READ AS IULLOWS:
5/~~. ~~~~.i: ~
thn: /J;~
74
Yrs.
c.)
lEV 11/2006
'RINTIN
~ENT
:K INK
~ \ () I () S~ I
COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
(See instructions and examples on reverse)
N
(Jl
1. Name 01 Decedenl (F"". midcle. last, suffix)
Laura
A.
aCXJ7
5. Age (Lasl Bir1hday)
81>. County of Dealh
Cumberland
Pennsboro Twp.
OOtller.Specily'
10. ~_Indian, Black, While, e..
white
11.0ecedetIl'sUsual Don Kindofwor1c:done moslof life. Do nat slate re "
KildolWork KlndolSusineos/lnduslly
Data Analyst Health Insurance
16. Decedenf. MalNng Adlhss (_I. city 1 town, ...te, z~ code)
1512 Chatham Road
Camp Hill, PA 17011
18. Father's Name (First, middle, last, suffill)
Frank H. Sampson
20&. Informant's Name (Type f Print)
David C.
14. Marital Status; Married, Never Married,
w_, DIvorced ($pecifo/l
widowed
Dec:edont's
Actual Resldenc:e 17a. Slate
17b, County
Pennsylvania
Cumberland
Did Oecodent
Live ina
Township?
17c. [jJ Yes, Decedenl Lived in
17d. 0 No, Decedenl LIved_n
Actual UmIls 01
Lower Allen
Twp.
CJty 1 Boro
19. Mother's Name (First, midtIe, maiden surname)
Elinor Rachel Robinson
2Ob. Infoonanrs MalNng Address (SIr..I, city 1 town, slate, ~ code)
5102 Stapleburst Lane, Woodstock, GA 30189
21c. Place 01 Disposltion (Neme 01 cemetery, ClIlIl8tory or _ place) 21d. location (CJty 110.". sIale. zip code)
2007 Rolling Green Memorial Park ower Allen Twp., PA 17011
22<. Name and Address 01 Facir~
Parthemore FH & CS, Inc., P.O. Box 431, New Cumberland, PA 17070
Zla. To Itle best 01 my knowledge. _ _ at the lime. date and place ateled. (Signa..... and til1e) 23b. License Number 230. Dale Signed (Month, dey, year)
Ilems 2<1-26 must beO<1011lllOlid by person
who"""",,-,-_.
25. Dale _ Dead (Month. day. year)
PM, m I
CAUSE OF DEATH 1_ 1.0_ ond ox pleo) I ApprolCimate inleMIl:
118m 27, PM I: Enler the lllIi!utmIiI- _. ifiuries. or """'I'iicali -that clIIcily ClllISId Itle _. 00 NOT enlef _ even1ll such as"'- a_, 1 Onset to Death
~~;;):;;-:llittX:lO~~:o\~7~n Ul ~~k
lJIJeto(or~oI): ~~ f~
~_lstconclUons.Kany, b = :
e;..:~v:rcrJ.\':a. . iJIJoto(orasa 01): .li, f' _ :
=-~nu:...~1tle c. _---'l.~ :
Oue to (or as a . I
I
1
26. Was Case Referred to Medical Examiner I Coroner lor a Reason Other than Cremation or Donation?
o Yes 00 No
OYes ONo
31. Manner 01 0ee1h
I1!lNx.... 0-
o - 0 PBndng l..-Jgalion
o Suidde 0 CoUd NoI be DelarmInod
Part II: Enter oIher!lirlnlflcMt cordIioM contJb.rtina to dMth 28. Did Tobacco USe Contribute to Dea!tl?
bulnolrosutlnginlhetnde!tyingcause~InP"1. 0 Yes OP-.ry
o No 0 Unknown
29. " FtmaIe:
o NoIpraglOIllwilhlnpeatyaar
o Prognsnl at time 01_
o NoIptagnent,bulpraglOlllwllhln4.2days
01 dseth
o NoIpragnant,bulp_43daysto1yaar
before_
o Unknown"pIegl18llIwIlhInltlepeatyaar
320. Place 01 kjury: Homo. F""'. _. Fadory.
OtficoBuldlng.atc.(SpecI(y)
d.
:lOa. Waa an Autopsy
Pe<1ormed'I
:lOb. w... Autopsy FIndngs
A_ Prior to Complelion
01 Cal8e 01 Death?
OYas C)!i.No
32g.localionollnjuy(S1.....city/town....le)
35. Aegialrars
~
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I p(] /1 ~I / 1 / 1
Disposition Permit No.
LAST WILL AND TESTAMENT
( ~.
OF
LAURA A. PHELPS
.~--i
L, "
KNOW ALL MEN BY THIS PRESENTS, that I, Laura A. Phelps, presently
residing at 1512 Chatham Road, Camp Hill, PA, Cumberland County,
Pennsylvania, do hereby make, declare. and publish this as my Last Will and
Testament, hereby revoking all former Wills and Codicils heretofore made by me at
any time.
PAYMENT OF EXPENSES
I. Payment of Expenses: I direct that my Executor, hereinafter named, shall have
the power, but not the duty, to pay all my just debts, expenses of my last illness and
funeral expenses, from my estate as soon after my decease as shall be found
convenient.
GIFTS
II. A. Personal and Household Effects: I bequeath my automobiles, household and
personal effects and other tangible personalty of like nature (not including cash or
securities) together with any existing insurance thereon, to my children, per stirpes.
I direct that the expense of packing, shipping, insuring and delivering any
such property to a beneficiary entitled thereto shall be paid by my Executor as an
administrative expense of my Estate.
I intend to leave a memorandum setting forth suggestions as to the
distribution of certain items and, while the memorandum is not to be legally
binding, I hope the suggestions in it will be carried out.
III. Residue: I give the residue of my Estate, real, personal, or mixed and of any
nature whatsoever and wherever situated in equal shares to my children, per
stirpes, but for any beneficiary who at the time of my death shall be under thirty-
~~~CL, G~
- 1 -
five (35) years of age, the share of such beneficiary shall be held by my Trustee,
hereinafter named, IN TRUST, to keep it invested and to manage it for such
beneficiary and to make distributions for the following uses and purposes:
1. During the beneficiary's lifetime:
a) The net income from his/her trust shall be paid to him/her in
quarterly or other convenient installments;
b) As much of the principal of his/her trust as my Trustee may from
time to time think advisable - taking into account funds available from
other sources - for the health, support, maintenance or education of
the beneficiary or any of his/her descendants either shall be paid to
that person or shall be applied directly for those purposes.
c) The beneficiary shall have the right to withdraw up to one-half of
the principal of his/her trust after reaching twenty-five (25) years of
age and the entire balance thereof at any time after reaching thirty-
five (35) years of age.
2. At the beneficiary's death, any then remaining principal of his/her trust
shall be paid:
a) to or in trust for such one or more persons, organizations _
excepting only his/her estate, his/her creditors, and the creditors of
his/her estate - on such terms as he/she may appoint by Will
specifically referring to this Power of Appointment. In default of any
appointment or insofar as any appointment is not effective;
b) to his/her then living descendants, per stirpes; or in default of such
descendants;
c) to my then living descendants, per stirpes; or, in default of such
descendants;
d) to the persons who would be entitled to inherit from me under the
Pennsylvania Intestate Law as if I had then died intestate.
IV. Power of Appointment. No provision of this Will shall exercise any power of
appointment I may have.
;,fCUM~ 0-" G~_
- 2 -
FIDUCIARIES
V. Executor: I hereby nominate, constitute and appoint my son, DAVID C.
PHELPS, as Executor of this, my Last Will and Testament. In the event that he
shall predecease me, or be unwilling or unable to act as Executor, then I nominate,
constitute and appoint my daughter, LESLEE ANN REPLOGLE, as Executrix.
VI. Resignation: Any individual Executor may resign at any time without court
approval.
VII. Trustee: I hereby nominate, constitute and appoint my son, DAVID C.
PHELPS, as Trustee of any Trust created by this Will for my granddaughter,
EMILY R. REPLOGLE. I hereby nominate, constitute and appoint my daughter-in-
law, DAWN E. PHELPS, as Trustee of any Trust created by this Will for my
grandson, DAVID C. PHELPS, II.
VIII. Bond: No Executor or Trustee appointed hereunder shall be required to give
bond.
ADMINISTRATIVE PROVISIONS
IX. Beneficiaries Under 21 or Disabled: If any beneficiary becomes entitled to an
outright distribution of income or principal and is (i) under the age of 21 years or (ii)
in the respective Trustee's opinion, disabled by illness or other cause and unable to
properly manage the funds:
A. Payments: As much of such income or principal as the Trustee may from
time to time think desirable for that beneficiary either shall be paid to
him or her or shall be applied for his or her benefit; and
B. Balance: The balance of such income and principal - and the net income
from those funds - shall be kept invested and managed as a separate
Trust for that beneficiary, with the Trust funds paid to or for the
beneficiary in accordance with the provisions of the preceding paragraph.
When the beneficiary reaches the age of 21 or, in the Trustee's opinion,
becomes free of disability, as the case may be, the balance shall be paid to
the beneficiary. If he or she dies before that time, the balance shall be
paid to his or her personal representative.
Any funds to be applied under this article either shall be applied directly by the
Trustee or shall be paid to a parent or guardian of the beneficiary or to any person
or organization taking care of the beneficiary. Funds applied for minors may also
include distribution to a custodian selected and appointed by my Trustee under the
~C4v1CL- OJ. C?~
- 3 -
Uniform Transfers to Minors Act of any state. The Trustee shall have no further
responsibility for any funds so paid or applied.
X. Protective Provisions: To the extent permitted by law, the interest of
beneficiaries in principal or income shall not be subject to the claims of their
creditors and others, nor to legal process, and shall not be voluntarily or
involuntarily alienated or encumbered, except that nothing in this article shall
preclude the assignment of all or any part of a beneficiary's interest to his or her
descendants. Further, exceptions may be made if my respective Trustee approves.
XI. Early Ending- of Trusts: The Trustee, at his/her discretion, may exhaust all of
the principal and income in carrying out the purposes of the Trust herein created
for which he or she has been appointed as Trustee and should the amount held in
trust be or become so small as to make it impractical or economically unfeasible to
continue holding any amount in trust, the Trustee may pay the total amount of said
Trust directly to the beneficiary of such Trust.
If any person is a minor or is, in my Trustee's opinion, disabled by illness or
other cause and unable to properly manage the funds, my Trustee may pay the
funds to his or her parent or guardian or to any person or organization taking care
of the person. In the case of a minor, my Trustee also may deposit the funds in a
savings account in the minor's name payable to the minor at majority, or appoint
and pay the funds to a custodian for the minor under the Uniform Transfers to
Minors Act of any state. My Trustee shall have no further responsibility for any
funds so paid or deposited.
XII. Manag-ement Provisions: My Executor and Trustees shall have, in addition to
the powers and authority conferred upon them by law, the following additional
powers and authority:
A. Sell/Lease: To sell at public or private sale, exchange, lease, mortgage or
pledge any property, real or personal, at any time, and upon such terms
and conditions as they shall deem wise.
B. Retain/Invest: To retain and to invest in all forms of real and personal
property, including common trust funds, mutual funds and money market
deposit accounts regardless of any limitations imposed by law on
investments by executors or trustees, or any principle of law concerning
investment diversification.
C. Title to Property: To cause any security or other property which may
constitute a portion of a Trust to be issued, held or registered in his own
~Q.4LJQ- Q,. ~ - 4-
name, or in the name of a nominee, or in such form that title will pass by
delivery.
D. Capital Chane-es: To consent to the reorganization, consolidation,
readjustment of the financial structure, or sale of the assets of any
corporation or other organization, the securities of which constitute a
portion of a Trust or of my estate, and to take any action with reference to
such securities which, in the opinion of the Trustee or Executor is
necessary to obtain the benefit of any such reorganization, consolidation,
readjustment or sale; to exercise any conversion privilege or subscription
right given to them as the owner of any securities constituting a portion of
a Trust or of my Estate; to accept and hold as a portion of a Trust or of my
Estate securities resulting from any reorganization, consolidation,
readjustment, sale, conversion or subscription.
E. Expense of Trust or Estate: To pay all costs, taxes, charges and expenses
in connection with the administration of a Trust or of my Estate.
F. Allocate: To determine what is "income" and what is "principal"
hereunder, and their decision thereon shall be final; and to purchase
securities at a premium or discount, and to apply or charge said premium
or discount against income or principal as the Trustee or Executor may
determine.
Borrow: To borrow money from any person, firm or corporation, including
any corporation acting as a Trustee or Executor hereunder, for the
purpose of protecting and preserving or improving my Trust or Estate
hereunder; to execute promissory notes or other obligations for amounts
so borrowed.
TAX PROVISIONS
XIII. Death Taxes: I direct that all transfer and inheritance taxes, state or federal
assessed because of my death, whether the funds, property or insurance proceeds to
which such taxes are attributable pass under this Will or not, shall be paid out of
my residuary estate; that my Executor pay, or provide for payment of all such taxes
at such time, or times, and in such manner as my Executor deems best.
XIV. Tax Option: I authorize my Executor to exercise any options available in
determining and paying death taxes in my estate, and to allocate my generation-
skipping tax exemption.
~OJ>>\o.- 0.-. 9~
- 5 -
IN WITNESS WHEREOF, I, LAURA A. PHELPS, the Testatrix of this, my
Last Will and Testament, typewritten on six (6) sheets of paper which I have
identified at the bottom of each page by my signature, hereunto set my hand and
seal the \ ~ day of April, 1998.
K041o.- 0." e~
Laura A. Phelps
The preceding instrument consisting of this and five (5) other typewritten
pages, each identified by the signature of the Testatrix, LAURA A. PHELPS, was
on this day and date thereof signed, published and declared by LAURA A. PHELPS,
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.
~~ {j' ~L,
A--k~
Q~~~
){CWAOJ OJ. G'~
- 6 -
COMMONWEALTH OF PENNSYLVANIA
SS
COUNTY OF CUMBERLAND
I, LAURA A. PHELPS, Testatrix whose name is signed to the attached or
foregoing instrument, having been duly qualified according to law, do hereby
acknowledge that I signed and executed the 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 and that I am eighteen years of age or older, of sound
mind, and under no constraint or undue influence.
~C1./ Q;. (?~
LAURA A: PHELPS
Sworn or affirmed to and acknowledged before me, by Laura A. Phel ps
the Testatrix, the 15 t day of April, 1998.
(SEAL)
AIL, SKELLY, MURREN ct CONNELL
P. O. BOX 1108
HARRISBURG. PA 17108
NOTARIAL SEAl
GLORtA J. COPPERSMITH. Notary Public
Camp Hill Bore. Cumbertand County. PA
My Commiuion Expires June 21. 1999
COMMONWEALTH OF PENNSYLVANIA
SS
COUNTY OF CUMBERLAND
We, Gloria A. Cuddington and Maura K. Quinlan , and
Richard E. Connel,l 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 Testatrix sign and execute the instrument as her Last
Will; that she signed 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
Testatrix was at that time eighteen or more years of age, of sound mind and under
no constraint or undue influence.
~~..' (} (hu. ~
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~Qj
Sworn or affirmed to and subscribed to before me by Gloria A. Cuddingtoand
Maura K. Qui nl an and Ri chard E. Conn~WIitnesses, this lstd.ay of April, 1998.
(SEAL)
NOTARIAL SEAL
GLORIA J. COPPERSMITH, Notary Public
Camp Hi. Boro, Cumbmiand County, PA
My Commiuiorl E.pl,"",~ June 21, 1m