Loading...
HomeMy WebLinkAbout07-16-07 PETITION FOR PROBATE AND GRANT OF LETTERS REGISTER OF WILLS OF Estate of Marjorie C. Katzman also known as CUMBERLAND COUNTY, PENNSYLVANIA File Number 21-- 01- U2/0 , Deceased Social Security Number 171-28-2369 Ronald M. Katzman Petitioner(s), who is/are 18 years of age or older, apply(ies) for: (COMPLETE 'A' or 'B' BELOW:) [!] A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the last Will of the Decedent, dated 01/30/1996 and codicil(s) dated 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: No Exceptions. D B. Grant of Letters of Administration !" applICable, enter: c.I.a.; a.lI.n.C.l.a.; pec1ente l1Ie; aurante al1senlta; auranle mmontale) 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 Wilfin Section A above and complete list of heirs.) ,...., c:::> --' Name Relationship Residence c '.--fl (.J -Tl o ;;1 (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania with his / her last principal residence at 3600 Logan Court, Camp Hill, Hampden, Cumberland, PA 17011 (List street address, townlcity, township, county, state, zip code) r- r- Decedent, then 70 years of age, died on 07/08/2007 at Carolyn Croxton Slane Hospice Residence 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: $ $ $ $ 25,000.00 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 Ronald M. Katzman 320 Market Street POB 1268 Harrisburg, PA 17108 I~~ Form Rev. 10.13-2006 Copyright (c) 2006 form software only The Lackner Group. Inc. Page1of2 u'()-".~n." f.?r::V ("'/n'l\ 8 \ -07 -o(P?O LOCAL REGISTRAR'S CERTIFICATION OF DEATH WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $6.00 P 13789634 Certification Number This is to certify that the infOlmation 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. . ~ JUL 1 0 2007 ~I?~ /- / Local Registrar Date Issued o CO s::n w-o "'l~O J r- ,.- m ':',~ - ::n ::..>:: Cf) '" CJ ('") 0 '-'Oil be: ;:Q -0 })> f') ~ ~ ....., <- c: r- 0'\ , , '-r) i-l', me) c;C:J ~?~.. ~~ r'l--'\ ,-n :1') 0 C) C) -":-1 -rl -n c'") ill -0 :x ':? .::- .- r.' . REV 1112006 I PRINT IN _NT \CK INK COMMONWEALTH 01' PENNSYLVANIA"OEPARTMENT OF HEALTtt. VITAL RECORDS CERTIFICATE OF DEATH (See Instruction, alKl.lIampl.. On rev.....l STATE FILE NUMBER 1._al_(f\Itl,_.IIIl.tulh\ Marjorie C. Katzman 5. Ago(lJll 1liIthdoy) UncIorl - 70 Pa Cumberland _ 2369 4>j:lOYUlt'i06r 8a. Ploc:oofllo8tl1 Choc:l< ... 1\oopI!aI: Oll\er. Oll1llllool DERIOulPdIIli OIlOA~NuIslngHome 0_00 OOlW-Spoclly. 9. _ DocIdonlof HlipInll: 0I<\jn7 No 0 ... 10. RIcO: """"'"" -. -. -. ole- (1tyool.l!JOdIY~ (~. _.PUlIIIo_.ole:j wn~te 17c. ~ Yet, o.cedIrt lMd: i\ 17d. 0 No.~"Uvod_ ActuaI~aI Twp. CIyIIla40 19._._IFIlIl._.moldoi1_J Mar . orie Adams 201>. --.MIiInll_I-.dlyf......_.Z!llXld!l) 3600 Logan ct 6~A Camp Uill,. pa 17011 21d,LocelIon{CIyI\oM\._.Z!llXld!l) Mt Holly Springs Pa =~=)--.;. MS'i'trY'') tr"iJ .:.... MI:C~jJ lJulIlo(<lr.n~oI): ~1Iol---.I"'Y._ Io__",hl El'IIIr UlllJERLVINCI CAUSE ='="~-~ b. OuIlo(....._oI): c. Due to (or.. a oonllqUlnOl of): 300. Woo on__ - d. :lOb. _ "'llfIIY RndingI A_ _10 ComploliOn alc....oofllloUl7 OVn ONo ~._al"i<<Y 32f.n~"*-'Y(llpldly1 o DmlerIOpolllor OP_ 0__ Oltlor . SpoQ(y 32g.LocelIonal"*"'tI_.cIly/_......' ~._alllIotl ON..... D- 0- 0 Pending~ OS4.iclde OCo<<dNal/18~ 0'" ~No 33L~(_<<iyonel . CollIIyIno~lP11\'11Ci1Pco/llfying_al__snoIhof_l"osplalCUleed-II1d""'1Pelid-~ T.... 11III of my........._ __telMeouee(o)lIId_..eIlIIolI..._ _ ___M_ __ _ _ _.._ _ ___ _ ____ __ __ _ _ 0 . -....... eeo1lIVIntr """**' (Phjoldon bdlh ~ _ and c8l1Ifytng1o ""* aI_) T.... 11III of my..-... _ _""" -. _1IId _1IId duo""" ,""",'1 IIId -.. -- - - - - - - - - - - -- -- - --1Ji3 . _E.-/c- On...._oI_lIIIdl..~I_myoplnlon,__......_._lIIId_lIIdduo......eouee(.)IIId_..-- 0 26._ Ceeo _10 _ _ICoroner"'" _ 0i!\0t1llen c:.ometIon ~1lonetioo7 OVn DNa P"d'EtlIef_"--~IO- 28. DidToblIea>Use_101leo1h7 ...llIlI-.,lI\lI\o\l!ldeltjilg_ltIlnll\Pel\1. 0 v.s OPldlollly ONo 0- 2UFIIII1Ile: o NaI_t-.putyoolf o ProplI81 \IrM of dMUl o NaI-....""""'_<2d1ys ofdollh o Nol-...._<3daysI01YM. -- o _K_wlltlnlileputyeor 32<.==:.i~_.FSOIOlY. tfD 33<:. ~ 33<1. DIle Signed (Month. dIy. yeor) fI" D (jl P '70'?~ 7/ /o? ..._ond_al_~~~~~~ -1 '.,.W T"fL'/".::o ~J? a (L. I ;-r.:o .p HI '-'- ,-p- j') b) / 35.Rogiolno~. .. 10(1 lie>? II 1/ 0lsp0eIll0n PIlmI No, '. .. a! -07-lPiG 01' o Co :S:::O C:J '"U ;"...0 ',lC;::-, ;.:e~rn '.> -:rJ ',. (/J ?' , (;0 ,-) 0 -n C')C "0 ~"J ::'-1 ..J> ""-' c...-::> <:.::> -..l <- c:: I ;:rJ nl S.~'.-2 "_.._-.--i ,~.;~ ;"::';"::1 1:::J c:-:> , i, -"[-1 -'T't ;~~ i I I LAST WILL UD TBSTAIUD1'.l' (j"\ -0 HARJORIB C. DTIIIUT - ....... w .::- .- ,. ;'j I, Marjorie C. Katzman, of Mechanicsburg, Hampden Township, cumberland County, Pennsylvania, being of sound and disposing mind, do hereby make, publish, and declare this to be my Last Will and Testament, hereby revoking and making null and void all prior wills and Codicils made by me at any time heretofore. ITEM I. A. I bequeath my household and personal effects, jewelry, automobiles, and other tangible personalty of like nature to my beloved husband, RONALD M. KATZMAN, (hereinafter my "Husband"), if he survives me by thirty (30) days. B. If he does not so survive me, I bequeath certain items of tangible personal property that are identified in any separate writing directing distribution thereof after my death which is dated and is signed by me at the end thereof, to those persons designated in such separate writing who survive me. If any item of tangible personal property is identified in more than one separate writing, I direct that, unless stated to the contrary, the separate writing bearing the last date shall govern the disposition of such item. All remaining personal property not heretofore disposed of by me in any separate writing I hereby give to my children living at the time of my death, as they shall agree. \ . Should there be no agreement, such property shall be divided among them by my corporate Executor in as nearly equal portions as my corporate Executor deems practical, having due regard to the personal preferences of my children. I expect my children to act in a cooperative and considerate manner in coming to an agreement in this and all other matters. ITEM II. I give, devise, and bequeath all of the rest, residue and remainder of my estate, of whatever nature and wherever situate, to my beloved Husband, RONALD M. KATZMAN, absolutely. Should my Husband, however, fail to survive me by thirty (30) days, I give, devise and bequeath the said residue as follows: A. Ten percent (10%) shall be divided evenly among Trinity Lutheran Church of Camp Hill, Pennsylvania, Harrisburg SYmphony Association Endowment Fund, and Bethesda Mission. Said organizations shall be empowered to use said monies, both income and principal, for any appropriate or necessary purposes as determined by their respective governing authorities; B. Ninety percent (90%) to my children as may be living at the time of my death, and to the issue then living of such of my children as may then be dead, per stirpes. 2 \ ITEM III. The interest of beneficiaries hereunder shall not be subject to anticipation or to voluntary or involuntary alienation. ITEM IV. I hereby appoint my Husband, Ronald M. Katzman, Executor of this my Last will and Testament. If he fails to survive me or is otherwise incapable of acting, I appoint Mellon Bank, Harrisburg, Pennsylvania, and my son, James C. Katzman, as Executors (the "Executors"), of this my Last Will and Testament. ITEM V. I appoint Mellon Bank of Harrisburg, Pennsylvania, Guardian of any property which passes, either under this will or otherwise, to a minor. ITEM VI. I direct that my Executors shall not be required to give bond or post any other security for the faithful performance of duties in any jurisdiction. ITEM VIII. My Executors and Guardian, if any, shall have the following powers in addition to those invested by law and by other provisions of my will applicable to all property, whether principal or income, exercisable without Court approval, and effective until distribution of all property: 3 \ A. To retain any investments I may have at my death so long as my Executors may deem it advisable to my Estate so to do; specifically, my partnership interest in Village Associates should be distributed in kind unless my individual Executor directs otherwise. B. To vary investments, when deemed desirable by my Executors, and to invest in such bonds, common trust funds, stocks, notes, real estate mortgages, or other securities or in such other property, real or personal, as my Executors deem wise, wi thout being restricted to so-called "legal investments". c. In order to effect a division of the principal of my Estate or for any other purpose, including any final distribution, my Executors are authorized to make said divisions or distributions of the personalty and realty partly or wholly in kind. If such division or distribution is made in kind, said assets are required to be divided or distributed at their respective values on the date or dates of their division or distribution. D. To sell either at public or private sale and upon such terms and conditions as my Executors may deem advantageous to my Estate, any or all real or personal estate 4 , or interests therein owned by my Estate severally or in conjunction with other persons or acquired after my death by my Executors, and to consummate said sale or sales by suff icient deeds or other instruments to the purchaser or purchasers, conveying a fee simple title, free and clear of all trust and without obligation or liability of the purchaser or purchasers to see to the application of the purchase money or to make inquiry into the validity of said sale or sales; also, to make, execute, acknowledge, and deliver any and all deeds, assignments, options, or other writings which may be necessary or desirable, in carrying out any of the powers conferred upon my Executors in this paragraph or elsewhere in my will. E. To mortgage real estate, and to make leases of real estate for any period of time as my Executors may deem reasonable. F. To borrow money from any party to pay indebtedness of mine or of my Estate, expenses of administration, or inheritance, legacy, estate, or other taxes. G. To pay all costs, taxes, expenses, and charges in connection with the administration of my Estate. My Executors shall pay expenses of my last illness and funeral expenses. 5 H. To vote any shares of stock which form a part of my Estate, and to otherwise exercise all the powers incident to the ownership of such stock. I. To compromise claims and to abandon any property which, in my Executors' opinion, is of little or no value. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last will and Testament, consisting of six (6) typewritten 2_ (4- pages, this ~ day of January, 1996. ~~c~ Mar rie C. Kat n (SEAL) We, the undersigned, hereby certify that the foregoing will was signed, sealed, published and declared by the above-named Testatrix, Marjorie C. Katzman, as and for her Last Will and Testament, in the presence of us, who at her request and in her presence and in the presence of each other, have hereunto set our hands and seals the day and year above written, and we certify that at the time of the execution thereof, the said Testatrix was of sound and disposing mind and memory. --I<vi-nW&o ~ J),':;tq O.f!('l--' residing at ~(~ residing at 5 '314 1+1 u..s60R.6uGJ.-l QT- H-A:P-€-Ls6uQQ. P 4 (II (( . \ t Gs-r-wo0cl b((\\'<.. CCt,\I-:k r~ \,01"3 6 .. ,),. COMMONWEALTH OF PENNSYLVANIA COUNTY OF Da f/I'h dL . . . . ss: : ,We Marjprie C. Katzman, the Testatrix, and ~/11/;t"r'/'/ /1-. Of: l'o/f'o , and 74 v (cJo~}er , the witnesses, respectively, 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 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 his/her knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. ~I! ~~~> Mar rl.e C. Katz n -:K~~./:) ~~~ <)~~ subscribed, sworn to and acknowledged before me by the Testatrix, M.a;;jorie C. Katz~,n" and subscribe!i and sworn to before me by /C/n->/;~r/y A. 0(' n lea and J dy &(/fJer , witnesses, this JJof1 day of January; 1996; 'fl7 c,(; '>>~~ / Not Y Public (SEAL) NOTARIAL SEAL MARY L r\~"(; ~~OTARY PUBlIC HI"'" "'cUPHIN CO.. PA. MY cr .' 's APRIL 14. 1997 -- .- 7