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HomeMy WebLinkAbout07-13-07 ESTATE OF IN THE COURT OF COMMON PLEAS CHARLES JOHN LEUENBERGER: CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-07- (0 S ~ PETITION UNDER SECTION 3102 OF THE PROBATE, ESTATES AND FIDUCIARIES CODE FOR SETTLEJ\tIENT OF SMALL ESTATE TO THE HONORABLE JUDGES OF SAID COURT: Meta A. Leuenberger, your Petitioner, files this Petition for Settlement of a Small Estate under the provisions of Section 3102 of the Probate, Estates and Fiduciaries Code and in support thereof avers that: (1) Your Petitioner, Meta A. Leuenberger, is a competent adult residing at 20 Thornhill Ct., Carlisle, Pennsylvania, and is the spouse of the above decedent. (2) Charles John Leuenberger, spouse of the Petitioner died on June 11, 2007, at the age of 91 years, but prior thereto Ii ved and was domiciled at 20 Thornhill Ct., Carlisle, Pennsylvania. He died with a Will and no letters Testamentary have been issued. (3) Charles John Leuenberger had no probate estate when he died other than 148 Shares of Common Stock with MetLife, Inc. A copy of the MetLife Stock Account Information showing the value is attached hereto as exhibit A. (4) The sole heirs and next of kin and their relationship to the decedent are as follows: Meta A. Leuenberger, spouse Susan C. Miller, daughter (5) Your Petitioner avers that there are no creditors of the decedent and no claims unpaid known to your Petitioner. (6) Susan C. Miller, daughter of Charles John Leuenberger, is Agent for Meta A. Leuenberger. An executed copy of the Power of Attorney is attached hereto as Exhibit B. Q ~-~o .-':D . r", 1"....> ~ t.::::l --..I c..... c: r- --.-r.:.o ~:. r- '.:.-m :~_35? (3'2~ ; :'-.0 ::'0-1 ....-> w -0 :J: ~ en co WHEREFORE, your Petitioner respectfully requests that an Order be made authorizing the transfer and distribution of the sum of the current value of 148 shares of MetLife, Inc. Common Stock (approximately $9,776.88) to Meta A. Leuenberger, pursuant to Section 3102 of the Probate, Estates and Fiduciaries Code. By ~~-dL ;' " t ' Roger B. in, Esquire IRWIN McKNIGHT & HUGHES 60 West Pomfret Street Carlisle, P A 17013 (717) 249-2353 Supreme Court #06282 ~~O~ ""\.Q\~\~ COMMONWEALTH OF PENNSYL '/ ANIA ~ . ,-,\.I\~~ COUNTY OF CU1-IDI:RLMiD Meta A. Leuenberger, being duly sworn according to law, deposes and says that the facts contained in the foregoing Petition are true and correct to the best of her knowledge, information and belief. Sworn and subscribed before me this ~ day of ~UI ,2007. ~~ s~ e m:~ (SEAL) Susan C. Miller, Agent for Meta A. Leuenberger KATHY L. WITT Notary Public . Michigan Uvlngston County My Commission expires Feb 7, 2008 JOINDER I, Meta A. Leuenberger, spouse of Charles John Leuenberger, have read the Petition of my spouse, Charles John Leuenberger, for settlement of a small estate, and consent thereto and join in the request thereof. S ( , ,('n -"^- e.;; Cd A ) (SEAL) Susan C. Miller, Agent for Meta A. Leuenberger . MetLife Stock Account Information System Page 1 of 1 I;)mfQ(m_aIlQtb~(_SEta1.kb Results for Social Security Number "xx-xxx-7024" as of April 25, 2007 Investor 10 806449932026 Policy xxxxx9441 SSN Certified? Yes Shares 148 Number of Certified Shares. . . . . . . . . . . . . . . . . . . . . . . . . . .. 148 Number of Uncertified Shares. . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 Total Shares . . . . . . . . . . . . . . . . . . . . . . . . . . .: 148 ~T{) ~ () Ihf117 C&vV7} j$L~. cf:, pj?yI C~ wlU- https:llwww.nefapps.nefn.com/DemutShares/default.cfin 6/14/2007 --------- IJl Q) u -z; 0 z CO 0\ ~ ~ "0 0- C'; CO 0. Z. C. ~ 0- ~ Q) c ~ -;, .... 10 ~ -6 ~ ~ iO u ~ .2 ~ ~ ,C u- \ ~ CQ) ....~ ~ _10 -011I C tO~ i ~6- ~ ~ t~ g 0) ~ III Q) \ ~ o~ ~ ~ ~~ III "0 ,g. i " 10)( \ a. 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IU ::>-~ 10 cU 10 E ~~ ~ '" e ti GJ c:. .,. - ~ I ~ %IOPEP III 8'&. .-- ~ :J o~.s':P.s ~ ~ ~ S ..... ~ POWER OF ATTORNEY NOTICE THE PURPOSE OF TIDS POWER OF ATTORNEY IS TO GIVE THE PERSON YOU DESIGNATE (YOUR "AGENT") BROAD POWERS TO HANDLE YOUR PROPERTY, WHICH MA Y INCLUDE POWERS TO SELL OR OTHERWISE DISPOSE OF ANY REAL OR PERSONAL PROPERTY WITHOUT ADVANCE NOTICE TO YOU OR APPROVAL BY YOU. THIS POWER OF ATTORNEY DOES NOT IMPOSE A DUTY ON YOUR AGENT TO EXERCISE GRANTED POWERS, BUT WHEN POWERS ARE EXERCISED, YOUR AGENT MUST USE DUE CARE TO ACT FOR YOUR BENEFIT AND IN ACCORDANCE WITH THIS POWER OF ATTORNEY. YOUR AGENT MA Y EXERCISE THE POWERS GIVEN HERE THROUGHOUT YOUR LIFETIME, EVEN AFTER YOU BECOME INCAPACITATED, UNLESS YOU EXPRESSLY LIMIT THE DURATION OF THESE POWERS OR YOU REVOKE THESE POWERS OR A COURT ACTING ON YOUR BEHALF TERMINATES YOUR AGENT'S AUTHORITY. YOUR AGENT MUST KEEP YOUR FUNDS SEPARATE FROM YOUR AGENT'S FUNDS. A COURT CAN TAKE AWAY THE POWERS OF YOUR AGENT IF IT FINDS YOUR AGENT IS NOT ACTING PROPERLY. THE POWERS AND DUTIES OF AN AGENT UNDER A POWER OF ATTORNEY ARE EXPLAINED MORE FULLY IN 20 Pa.C.S. Ch. 56. IF THERE IS ANYTHING ABOUT THIS FORM THAT YOU DO NOT UNDERSTAND, YOU SHOULD ASK A LAWYER OF YOUR OWN CHOOSING TO EXPLAIN IT TO YOU. I HA VE READ OR HAD EXPLAINED TO ME THIS NOTICE AND I UNDERSTAND ITS CONTENTS. M ~J~R (Principal) 'Ie~ ) (Date) S-?6(~ POWER OF ATTORNEY KNOW ALL MEN BY THESE PRESENTS, that I, CHARLES J. LEUENBERGER, have made, constituted and appointed, and by these presents do make MET A A. LEUENBERGER or SUSAN C. MILLER my true and lawful attorney-in-fact, for me and in my name and on my behalf generally, to do and perform all matters and things, transact all business, make, execute, acknowledge, endorse and deliver all contracts, gifts, orders, checks, deeds of conveyance, certificates of stock, bonds, other securities, loans, leases, mortgages, notes, car titles, releases of lien or satisfaction of bonds and mortgages and other writings, assurances and instruments which may be requisite or proper to effectuate any matter or thing appertaining or belonging to me, to engage in insurance transactions, to authorize my admission to a medical, nursing, residential or similar facility and to enter into Agreements for my care, to authorize medical and surgical procedures, and within the power hereby granted to my attorney is the right of access to and deposit and withdrawal from any safety deposit box to which I have said rights, and also the right of withdrawal from any accounts in my name, and also the right to create and form any trust, or receipt of any governmental benefits, and all with the same powers, and to all intents and purposes with the same validity as I could, if personally present; hereby ratifying and confirming whatsoever my said attorney shall and may do, by virtue hereof. Furthermore, in the event that I am adjudicated incompetent in any court having jurisdiction, I nominate for consideration by the Court my attorney-in-fact herein named to be named by that Court as the guardian of my estate or of my person. In addition to the powers and discretion herein specifically given and conferred upon her, and notwithstanding any usage or custom to the contrary, to have the full power, right and authority to do, perform and to cause to be done and performed all such acts, deeds, matters and things in connection with my property and estate as she, in her sole discretion, shall deem reasonable, necessary and proper, as fully, effectually and absolutely as if she were the absolute owner and possessor thereof. This Power of Attorney shall not be affected by any disability of the principal. It shall not be necessary that my attorney named herein obtain judicial determination of such disability, but it shall be sufficient that she determine, in concurrence with the advice of my physician, that I am physically and/or mentally incapable of handling my affairs. This Power of Attorney shall rescind and revoke any other Powers of Attorney heretofore made by me. 2007. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~ day of January, WITNESSED BY: ~ 3. ~. C4'~~h COMMONUL TH OF PENNSYL VANIA : (SEAL) SS: COUNTY OF CUMBERLAND On this ~. day of January, 2007, before me, the undersigned officer, personally appeared CHARLES J. LEUENBERGER, known to me to be the person whose name is subscribed to the within instrument and acknowledged that he executed same for the purposes therein contained. ~/jEJ~ ~~ ~T RY PUBLIC COMMONWEALTH OF PENNSYLVANIA Notarial Seal Roger B. Irwin, Notary Public Carfisle Bore, Cumberland County My Commission Expires Oct. 3. 2008 Member. Pennsylvania .~ssociation Of Notaries S /t;;:A . . ACKNOWLEDGEMENT I, META A. LEUENBERGER, HAVE READ THE ATTACHED POWER OF ATTORNEY AND AM THE PERSON IDENTIFIED AS THE AGENT FOR THE PRINCIPAL. I HEREBY ACKNOWLEDGE THAT IN THE ABSENCE OF A SPECIFIC PROVISION TO THE CONTRARY IN THE POWER OF ATTORNEY OR IN 20 Pa.C.S. WHEN I ACT AS AGENT: I SHALL EXERCISE THE POWERS FOR THE BENEFIT OF THE PRINCIPAL. I SHALL KEEP THE ASSETS OF THE PRINCIPAL SEPARATE FROM MY ASSETS. I SHALL EXERCISE REASONABLE CAUTION AND PRUDENCE. I SHALL KEEP A. FULL AND ACCURATE RECORD OF ALL ACTIONS, RECEIPTS AND DISBURSEMENTS ON BEHALF OF THE PRINCIPAL. ~a>~~ META A. LEUENBERGER (Agent) 1!~(Ol (Date) S7~~ ACKNOWLEDGEMENT I, SUSAN C. MILLER, HAVE READ THE ATTACHED POWER OF ATTORNEY AND AM THE PERSON IDENTIFIED AS THE AGENT FOR THE PRINCIPAL. I HEREBY ACKNOWLEDGE THAT IN THE ABSENCE OF A SPECIFIC PROVISION TO THE CONTRARY IN THE POWER OF ATTORNEY OR IN 20 Pa.C.S. WHEN I ACT AS AGENT: I SHALL EXERCISE THE POWERS FOR THE BENEFIT OF THE PRINCIPAL. I SHALL KEEP THE ASSETS OF THE PRINCIPAL SEPARATE FROM MY ASSETS. I SHALL EXERCISE REASONABLE CAUTION AND PRUDENCE. I SHALL KEEP A FULL AND ACCURATE RECORD OF ALL ACTIONS, RECEIPTS AND DISBURSEMENTS ON BEHALF OF THE PRINCIPAL. S~O-- e Ii QQ~ SUSAN C. MILLER (Agent) I/!/O I ( (Date) ~-7~~