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HomeMy WebLinkAbout07-19-07 Estate of CHARLES JOHN LEUENBERGER !JUL 16 2007/'f" IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYL VANIA ORPHANS' COURT DIVISION NO.21-07- &50; ORDER OF COURT AND NOW, this 19- day of , 2007, upon consideration of the attached Petition Under Section 3102 of the Probate, Est tes and Fiduciaries Code for Settlement of Small Estate, it is hereby directed that an order be made authorizing the transfer and distribution of the current value of 148 shares of MetLife, Inc. Common Stock (approximately $9,776.88) to Meta A. Leuenberger. / ~ <;0 ':'5 26 -1.-0 ~'2~~ "":-.:;"J (J)~ -;()O :.~; 2~Tl - :::~ B J. ,..,.., = = --' L- c::: .- N o ):;:ro :x '?? N (...) 00 ESTATE OF IN THE COURT OF COMMON PLEAS CHARLES JOHN LEUENBERGER: CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-07-~ S 4' PETITION UNDER SECTION 3102 OF THE PROBATE, ESTATES AND FIDUCIARIES CODE FOR SETTLE1\lENT OF Sl\'lALL 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 lived 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. ,,Y.-..., ,~ r:"~ -;: ~'-.::) --.. (- I -~-- I::::: c"") w ~? r:? ell ~~l OJ 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 MetLite, Inc. Common Stock (approximately $9,776.88) to Meta A. Leuenberger, pursuant to Section 3102 of the Probate, Estates and Fiduciaries Code. By ,~'-!-r--~' ctL Roger B. ~in. Esquire IRWIN McKNIGHT & HUGHES 60 West Pomfret Street Carlisle, P A 17013 (717) 249-2353 Supreme Court #06282 ~~ o~ ~~G\~'c,..N...::) COMMONWEALTH OF PENNS 'J.TT..... VANIA . . L'\J\~~ COUNTY OF CUMDERLAl,D 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. SLL~,,^- e ~ O~ (SEAL) Susan C. Miller, Agent for Meta A. Leuenberger Sworn and subscribed before me this ~ day of '";3 ~I ' 2007. .- .-. .-. .-. - .-..- - - - ~~ KATHY L. WITT Notary Public. Michigan Livingston 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 -"^- ~ /1; Cd A ) (SEAL) Susan C. Miller, Agent for Meta A. Leuenberger ,MetLi.fe Stock Account Information System Page 1 of 1 Perform .G1I1Qther Search Results for Social Security Number Ixx-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 ~TO &~ j)~ C&v2/JJ//~ e t?rV 1)/ u/ j?-?-- https://www.nefapps.nefn.com/DemutShares/default.cfin 6/14/2007 4-< o (!) bI) ce ~ 0... ~ o o .....:l (!) u '1:: ~ Cii u ..... I-. o .... rn tE rn l:: .~ .... ce Q) 0::: I-. o .... rn (!) :> l:: - I ~ ;J .... II) ::E Q. :J ~ o o ... CU U .- L. D. - n:s u .- L. o oIJ en .- ::J: '0 .0 E >- II) ...... ~ u o <OJ III c o E G1 E tii o Q ~ ~ I- G1 W 'ii :E III ClJ u 'c 0.. Co ::> .:.!. o .9 r0- O o N .... .... ClJ c: :J .., I' 0 o 0 ........ lI'l M ..... N 00' ~ \0 ,...... \D \D 0 o -lit- N' ..... " G1 G1 ! ,~ E III .. := G1 - '0 ~ g' > G1 'Iii ~ 0 ! 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(!) ..... o ~ o ..... l"-l ::a l!. ~ 0- ~ ~ o o ~ u o ..... l"-l I a .~ II 0- ~ .-. r-- .-. .-. N .-. II u C'-' ~ i3 ~ '5 o ..c: ~ o u ~ ..... i s ~ o .... rn II) :> l:: ..... ~ 0- t: ..c: " ClJ (: ClJ III ClJ ex: III .... ,c 01 i:2 <t >- z >-' z >- C Itl a. E . o u us ClJ , U QJ c:.... Itl III L. U :J .- Ill" c: c: .....>- ClJUl ~Q) ~ L. :J c:.... Itl Itl .... ClJ =u.. lia:: e;t: .... c: ~::> Ln .'C1 001 M'~ 00; 00 NUi ....Ul ~h 'C ::> >-z a.< ow Uo.. POWER OF ATTORNEY NOTICE THE PURPOSE OF THIS POWER OF ATTORNEY IS TO GIVE THE PERSON YOU DESIGNA TE (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 A WAY 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 A TTORNEY 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. f0~~,~~ CHARfES J. LEUEN RGER (Principal) I/f/o I (Date) S?6,;j 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 META 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 L day of January, WITNESSED BY: ~W 3, A-, (~~~~.k- CHA ifs. LEUENB~GEk COMMON' ALTHOFPENNSYLVANIA: (SEAL) SS: COUNTY OF CUMBERLAND On this 5' 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. //}~~. '3,~ 70T RY PUBLIC COMMONWEALTH OF PENNSYLVANIA I Nolarial Seal I Roger B. Irwin, Notary Public I Carlisle Boro, Cumberland County l My Commission Expires Oct. 3, 2008 I Member, Per.ns)t!vanct) .4.ssociation Of Nf)tarie~ 5/(o;)~ ACKNOWLEDGEMENT I, META A. LEUENBERGER, HAVE READ THE ATTACHED POWER OF A TTORNEY 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 ~~--ut~/croJ META A. LEUENBERGER ~Agent) ~/~(Ol (Date) L--;1,!. ~ ~)/0<.:- . . . ACKNOWLEDGEMENT I, SUSAN C. MILLER, HA VE READ THE ATTACHED POWER OF A TTORNEY 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~~ c liQQ~ SUSAN c. MILLER (Agent) ;I{;O ") { (Date) ~~ ' \. ~-7~(~ LOCAL REGISTRAR'S CERTIFICATION OF DEATH 0(7 -(d5L( Wt~RNING: It is illegal to duplicate this copy by photostat or photograph. C,'C 10 rhl" certificate, '')h.()() Cl'rtific~ltIOIl ~":lil1lhL'l /.ifl'IIII/I""/;~ <~;'it'~~\" Of f'i',i;---_ J,'~'-r>-- "14'--"- lW ~4'~",- ,~'~/ ~[i;~ \,~\\ /$::!E' ,. \Yl\ !~c:;:,i - ~, ':~~ I~ (...):~-; ct - ".:t:a. ~ \~, - -~ -. , , \'*~"'\*I 'i%. c?;\",' /~\\' "\."*-?~- .' ...~~.... ---.-- tifft/it \\~ ~ ""' ',.......","''',//100111'' ;/ Thi~ i~ to certify that the information here given is correctly copied from an original Certificate of Death duly filed \vith me a~ Local Registrar. The original certificate will he forwarded to the State Vital Record~ Office for permanent filing. ______U~_6 2(159_1~_ 2007 c') -0 ;~;~ ~'" C:J (:::..~ ......, , "..--.- 1- (J.) -"0 -1.... f'v en <""0 H105.143 REV 11/2006 TYPE I PRINT IN PEAMANENI BLACK INK COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH' VITAL RECORDS CERTIFICATE OF DEATH (See Instructions and examples on reverse) STATE FilE NUMBER "'I 91 y". 8b. County 01 Oealh Aug. 29, 1915 Cleveland, Ohio Sa. Plate of Death (Check only one) Hospital: Other" o Inpatient D ER I Outpatient D DCA D Nursing Home ~ Residence 9. ~~~~=~t~~~~nic Origin? ~ No DYes Mexican, Puerto Rican,etc.} 14. Merital Slatus: Married, Never Married, Widowed, Divorced {Specify) 1. Name of Decedent (First, middle, last, suffix) 20 Thornhill ct. PA 17015 17a,51ale PA CUmberland Did Dscedent liveina Township? 10, Race: American Indian, Black, White, etc. (Specily) White Charles John Leuenberger 3 s'7'ls3",i~".:'i6 _ 7024 5. Age (las! Birthday) 6. Date of Birth (Month, day, year) Bd, Facility Name (It not instilution,give street and number) CUmberland s. Middleton Twp. 20 Thornhill ct. llan 17b, County 17c.~Ves,Decederltlivedin S 17d. D No, Decedent lived within Actual limits 01 Minnl..rrm Twp. Cily/Boro John Frederick Leuenberger Leuenberger 19, Mother's Name (First, middle, maiden surname) Katherine Owen 2Ob, Irl!ormanfs Mailing Address (Street, city / town, state, zip code) 20 Thornhill Ct., Carlisle, PA 17015 " ~ w << :;; 21c, Place 01 Disposition (Name of cemetery, cremslory or otlrer place) 21d,location {Cily/town, state, zipoode) Whitehaven Memorial Park Mayfield Village, Ohio ~oSf~~~!~srw:epitll~~ & Crematory 23b. license Number 23c. Date Sigll9d (Month, day, yeer) lZ N '2.')..,'7010 L dun e.... I \ 26. Was Case Referred 10 Medical Examiner I Coroner for a Reasoo other than Cremar n or OooaliOfl? o Yes ~o ApproximateinlefVBI: OosettoDealf1 partJI: Enter other sianillcant cond~ions canlrihtIlIna to death obyt nol resulting in the undertying cause given in Part I. ~=~:;;jt~~~ ae~~) cf~:; PRo>TAn Duelo (or as a oonsequence 00: GA Nest<.. r; ,.,....;1.."5 " r/-fro It""ll"N s.: (' rV 28. Did Tobacco Use Contribule to Death? DYes ....0 Probably ~o D Unknown 29. II Female: D NoI pregnant within past year D Pregnantaltimeofdeath D Notpregnant,bulpregnanlwilhin-42days of death D NoIpregnant, bul pregnanl 43 days to 1 year betoredealh D Unknown il pregnant w1l11in the past year 32c. Place of I~ry: Home, Fann, Street, Fl!Ictory, 0ffictI Building,elc. (Specify) Sequenlialy ~st corllitions, if any, ~:i:8N~~Au~a (diseaseor~jurythatinitlatedthe events resulting m death) LAST. b. Due to (or as a coosequence of): Due to (Of as a consequence 00: d. o Yes [?'No o y" 0'No 31. Marmer of Death ~atural D Homicide DAccidenl DPendinglnvestlgalion D Suicide 0 Could No! be Determined 32d.limeoflnjury 32g.locatiooollnjury(Slreet,cityltown,stale) JOa. Was an Autopsy Perlonned? 3Ob. We<<!! Aulopsy Rndings Available Prior 10 Completion 01 CSlJSeof Dealh1 321. If TrarlSpOrtation Irljury (Specify) o Driver { Operator D Passenger DPedeslrian M. DOIher.Specify: 33a. Certifier (d1eck Ollly one) ~. SignatAZ' 'd~TileofCertilier /? ./1,/.' / Cartlfying phy8k:ian (Physicjan certifying cause of death when another physician has pronounced death and Ctlmpleled Ilem 23) ,... " - r~~ To lhe betl of my knowledge, dll8th occurred due to the cause(s) and manner as staled.. _ _ _ _ __ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ __ ~~=~~~l: :=::h:~~a~~~~~ ~~i~:i~epa~~ ':~~~iot:a:~~)~~~ manner as stated.. _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ D 33c, lice~s~N~~ 7 ."',"', Ex.m'ne" CO"." /"1 j) : I 1'7' 00 On the buls of e18minalion and I or investigation, In my opinion, death OC1:urred al the lime, date, and place, and due to the cause{s) and manner as statecL 0 fJ'lD ~ z " u o o ~ 33d.DateSigfled(Monlt1,day,year) eJ <A:'J<- Ii, 2007 35. R ~ (inaturean~~~ber 1&.1\ I~ 1 \ 10 1 34. Name and Addrass 01 PWi~ ~e~ Ca~f Det%~em47.llpe I P~.l) 'J 1.0 tv ic.60f'/ J;T(.!'i!UT ~Af!1..15'-T! PA /70/3 Olsposilion Permit No 00-'-53 t1 \ In Re: CHARLES JOHN LEUENBERGER ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYL VANIA NO. 21-07-0659 CERTIFICATE OF SERVICE OF ORDER ORDER DATE: 07-19-07 JUDGE'S INITIALS: EBB TIME STAMP DATE: 07-20-07 IN RE: ORDER OF COURT """""""""""""""""""""""""""""""""""""""""""""""""""""",,""""""" SERVICE TO: ROGER B IRWIN .~ METHOD OF MAILING: ENVELOPES PROVIDED BY: [bl USPS ORRR D HAND DELIVERED D OTHER_ MAILED:f -JD. D 7 TlI PETITIONER D JUDGE D CLERK OF ORPHANS COURT """""""""""""""""""""""""""""""""""""""""""""""""""""""',"""""" SERVICE TO: METHOD OF MAILING: ENVELOPES PROVIDED BY: D USPS DRRR D HAND DELIVERED D OTHER_ D PETITIONER D JUDGE D CLERK OF ORPHANS COURT MAILED: ~ (jhji~)fut ~'9Yhri, ]v) U Deputy . Clerk of Orphans' Court