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HomeMy WebLinkAbout07-27-07 PETITION FOR PROBATE AND GRANT OF LETTERS COUNTY, PENNSYLVANIA File Number 21-- 0,> OllO REGISTER OF WILLS OF CUMBERLAND Estate of William Dean Matter also known as , Deceased Social Security Number 176-32-5575 Jane w. Kohn 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 Testamentaryand aver that Petitioner(s) is/are the Executor last Will of the Decedent, dated 06/23/2003 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: D B. Grant of Letters of Administration (If applicable, enter: c.I.a.; d.b.n.c.ta.; pedente lite; durante absentia; durante mmontate) Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs(1f AdministratIon, c.t.a. or d.b.n.c.t.a., enter date of Will in Section A above and complete list of heirs.) Name Relationship Residence ...,."--:"'1 (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania with his / her last principal resid~Ate at 803 N Hanover Street, Carlisle, Cumberland, PA 17013 (List street address, town/city, township, county, state, zip code) C0 N Decedent, then 76 years of age, died on 04/10/2007 at 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: 2,100.00 0.00 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: Jane W. Kohn Typed or printed name and residence 4512 Fargreen Road Harrisburg, PA 17110 Signature x Form RW-02 Rev. 10-13-2006 Copyright (c) 2006 form software only The Lackner Group, Inc. Page 1 of2 Oath of Personal Representative } SS } COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland 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 of Petitioner(s) and that, as personal representative(s) of the Decedent. Petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed before me this _~ 0L day of 7" ~ )L~ Signature of Per al Representative Jane . Kohn ~~ ',~l ~. \/l'()l~ ~.. !-~~er~ Signature of Personal Representative Signature of Personal Representative File Number: 21-- 0'1 - OliO Estate of William Dean Matter Social Security Number: 176-32-5575 04/10/2007 , Deceased D '::Q i'~) Date of Death: l""::'::> ---.J AND NOW~..)..'>.\~ ,.:).-, having been presented be ore me, IT IS DECREED that Letters ~\ c: - (") j"- , in consideration of the foregoing Petition,s~fact~proof' . - : ~ , ,.~~ Testamentary '- ) , I "'t_"'"!"' t:::-.~ are hereby granted to Jane W. Kohn :-J.] -1 "'I in the ~~ove estate-- W N and that the instrument(s) dated 06/23/2003 described in the Petition be admitted to probate and filled of record as the last Will (and Codicil(s)) of Decedent. FEES Letters..... ........... ...... ..... ...n. ..... .... $ 20.CD \l 0 .00 5.co ~ '4(Lu\.DA . ~. .~ 'pV"I\:-n U. 1J'o........< " 7t _,.,._. ~ - p'^ -- ~-~ Short Certificate(s~....................... $ Renunciation(s)............................. $ Attorney Signature: tD.\\ ~'~n~ ~ Attorney Name: Gary L. James Esq. Supreme Court 1.0. No.: 27752 James, Smith, Dietterick & Connelly, LLP Address: 134 Sipe Avenue Hummelstown, PA 17036 Telephone: 717/533-3280 Form RW-02 Rev. 10-13.2006 Copyright (c) 2006 form software only The Lackner GrouP. Inc. Page 2 012 '2i~ 0'\'-0\ to RENUNCIATION REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Estate of William Dean Matter , Deceased I, Harry Aughinbaugh in my capacity/relationship as (Pflnt Name) Executor of the above Decedent, hereby renounce the right to administer the Estate of the Decedent and respectfully request that Letters be issued to Jane Kohn (Date) 405 Alden Street N (") (Street Address) Harrisburg, PA 17109 (City, State, Zip) r- ('.J . ~.~ .1 ~ ~.~) ~.. .L_ . :~=: t::) . ..... Executed in 1YJgister's Office Sworn to or affirm-ed and subscribed before me this of day Executed out of Register's Office Before the undersigned personally appeared the party executing this renunciation and certified that he or she executed the renunciation for the purposes stated within on this ,JJ day h of .1": ' ,;., 7 ~ ~ 7h _ ~otaryPU lie ~ My Commission Expires: Deputy for Register of Wills (Signature and seal of Notary or other official qualified to administer oaths. Show date of expiration of Notary's commission.) Form RW-06 Rev. 10-13-2006 Copyright (c) 2006 form software only The Lackner Group, Inc. COMMONWEALTH OF PENNSYLVANIA Notarial Seal Denise M, Long. Notary Public Derry Twp., Daup/"Ml CWlIY My CorTvnIssIOn Expll'El6 May 25. 2011 Member, Pennsylvania Association of Notaries !Ii' I~, 10 certify that the information here given is correctly copied from an original certificate of death duly filed with me as ,lit! R:gistrar. 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. <.'t ~1/ I Fee for this certificate. $6.00 ,_- ,',' No. '+A/D 7 ;--'- 'p~lte r--;.~ P J.3~)11G7D (:.:.::~ -_J ~ -! .J [~.. ['<) -_I "',~~ ~ c..,) ('..) Hl05-143 RE'V 11r'2006 TYPE / PAINT IN PERMANENT . BlACK INK . COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH (See Instructions and examples on reverse) STATE FILE NUMBER ~ '{/ cJ 5.'-9f(-.aS1Bi.cthdavl (Check 0001 I. Nami 01 ~l (First. mIddIe.~, suIfu:) ... Date 01 Oealh (Monlh. aa~. year) Olho< 76 ,,, 8b County 01 Dealn Cumberland .... DER/OuIpotior< DOOA DNu""'<lHome ORe""",," 'W.._ol_Origin'Ii!No 0'" ('''''-~' WI*-" fIl.Iertl) RicIn. ..J mostd 1if..Donoe...... I(;ndol_,_ _. AauII ReIideta 171. Stale '7b. CowlIy pll Cl:llRserlaa6 1i. ....... NMlt (Fnl.1fiddIt, n'IIidIn U\"lII1'II) 17c. 0 Yes. Oecedenl LiYed i'I 17dr:x~o.::=:ol~- Carlisle Top City IBoro . ~ Dc.-.on 0- 21.._ol_i_dey,\'N'l I j ~..:::.--w.:....~-D'esDNo A ril 13 2007 East Harrisbur Cern ............._olF-Jesse H. Geigle Funeral Horne, 231>. /)J ~ -0'( Y''f (-t..... ~ CAUSE OF DEATH (See In.truc:tione and eXarnpMa) 1\em"27, Pill I. Enter lhe~ -~...... or~ -l\IIdrIdlyC&lMd fltdNlt DO NOT ..1tmlinII...... such IlcanIIc: lASt, ~ fespiralOr'y aImt, ex vercricular IibtiIaIion wiIhoul Showing 1ht etiology. LiII <Wt 0f'II calli on Ndllint =~S:~':I-:; SE,f'.\S --, ar..t 10 IJeeWI Pan II: EnIet '** Iicr'iIcanI rondiIions t.mb'hJino 10 dlWh, bulnoll'Ml..lllilgnll'le~CIUM~nPIl1I 28. Did Tobacco UH Conlrb.Ae 10 0Nltl? D'esD_ [;j."<> 0......... 4.l) ~"-.'''''' =u~~ru~l. ~~.,~~r.- Outto(Of...~oI): f N ~lA IlA..O>V J A DueIO(orlSa~of): 4.1) rtWAL FAi'-'-<..1UC.. "-Efl'\-'I1.C- /AJS....Fr-IC,~ lAC. I ~LlC.C.O 29 II Female: o Nol..--."".... o P_~Iwne~_ ONol:pr'9'IfK.llo.A:pr~"""'2days ~ dea. o Nol_"'..ognn4JdayslO'.... -.- o u""'""""'..--..."".... 32c. P\ICI d ~ HomI, Farm, SIrMl Faaory, Oftic4Bui<lng.elc(5<>>aIy1 Due 10 (or as a consequence 01) o 'es 0 No 31 MlMltdDuIh ~ D- O- Dp__ o SuoaOo 0"""......-..- U~jV......'t \1U. t. '\ IN lla.WasanAuklpsy p- "" We<eAulopsv FSlCings AvailabltPriofIoCompletion 01 Cause 01 0rNItl? o 'es crNo 32d. TIN of ~ 320. L.ocIlion oIlnfuty (SlrMI. dIy IkNKl. stal') M 33a, c:.tifief l~ crit one) c.rutyin9 physician (Ptl)'SlClaf'l criying cauM 01 dNlh """*' ~ phyIician t\u IJfO"ICU'I*I ~ and completed Item 23) To !he best 01 my knowteOge, ciMtnGCC:Un'M M 10 theCWM(s)MCI.......sIatecl.____ _ _ __ __ _ _ _ _ _ __ _ _ _ _ _ _ _ _ _ _ _ _ _ __ ;:=:::,: =~==:" ~dta~~ =01O::~:-: mannef as saled.. _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ 0 lMdicaI UanKner I Coronet Otllhe basis of elamination and I or irlvesttption, irl my opinion, ouCh occurrtd . the u.n., __, and P*e, Ind Out 10 the eauM(s) and mfIftMr .. ,,,telL 0 33d. Dati Sq18d (Month. (jay. yeifl +/.0101 34. Name and Addl'tII 01 PIfSOtl Who ~ Cause at Deach (I!em 27) T)1>> I Pool WILL' PrWl. S. )C th.-I F= f'jft A-n.(., ><-(!1 I '\Ll Sf'f-/IVG .~o;'H::) C~41\...( "'11 I, \J I ) ~ u ~ ~ ~ o.spo5ltion Pennil No LAST WILL AND TEST AMENT OF WILLIAM DEAN MATTER I, WILLIAM DEAN MATTER, having my legal residence at 1020 North Union Street, Middletown, Dauphin County, Pennsylvania, hereby declare this to be my Last Will and Testament, revoking all other Wills and Codicils heretofore made by me. ARTICLE ONE ...., I declare that I am not married. r-) . ~---) --.~ ARTICLE TWO ;",) -..j I have no children. ARTICLE THREE r.) f',.) I direct the payment from my estate of the expenses of my last illness and funeral as soon after my death as conveniently may be done. ARTICLE FOUR I give the rest, residue and remainder of my estate, of whatsoever nature and wheresoever situate to COLONIAL PARK lJNITED METHODIST CHURCH, 430 Colonial Road, Harrisburg, Dauphin County, Pennsylvania 17109. ARTICLE FIVE No beneficiary or remainderman under this Will or any codicil hereto or any trust created hereunder shall have any right to alienate, encumber or hypothecate his or her interest in this Will or any trust created hereunder in any manner, nor shall any interest of any beneficiary or 1 remainderman be subject to claims of his or her creditors or liable to attachment, execution or other process of law. ARTICLE SIX I appoint HARRY AUGHINBAUGH, as Executor of my Will. If HARRY AUGHINBAUGH is unable or unwilling to serve, I appoint JANE KOHN, as Executrix of my Will. I give to my Executor, in addition to and not in limitation of the powers given by law or by other provisions of this Will, the following powers with respect to settlement of my estate to be exercised from time to time in the discretion of my Executor, without further order or license of the Register of Wills or of any court: 1. To retain any property, pending distribution hereunder, to invest in or purchase any property without restriction to legal investments for fiduciaries, to distribute property in kind, to compromise claims, and to sell any property at public or private sale; 2. To borrow money from any person including any fiduciary acting hereunder, and to mortgage or pledge any real or personal property; 3. To engage in litigation and compromise, arbitrate or abandon claims; 4. To make distributions in cash, or in kind at current values, or partly in each, allocating specific assets to particular distributees on a non-prorata basis, and for such purposes to make reasonable determinations of current values; 5. To make elections, decisions, concessions and settlements in connection with all income, estate, inheritance, gift or other tax returns and the payment of such taxes, without obligation to adjust the distributive share of income or principal of any person affected thereby; 6. To invest and reinvest in every kind of property and investment which persons of 2 prudence, discretion and intelligence acquire for their own accounts; 7. To manage, control, repair and improve all real property; 8. To procure and carry at the expense of the estate insurance of the kinds, forms and amounts deemed advisable by the Executor to protect the Executor and the estate against any hazard; 9. To pay all taxes, assessments, fees of the Executor and all other expenses incurred in the collection, care, administration and protection of the estate; 10. To exercise such powers, herein conferred, after the termination of the trust estate until final distribution of the estate assets; 11. To do all the acts, to take all the proceedings, and to exercise all the rights, powers and privileges which an absolute owner of the property would have, subject always to the discharge of their fiduciary obligations; the enumeration of certain powers in this Will shall not limit the general or implied powers of the Executor; the Executor shall have all additional powers that may now or hereafter be conferred on them by law or that may be necessary to enable the Executor to administer the estate in accordance with the provisions of this Will, subject to any limitations specified in this Will. No bond shall be required of any fiduciary hereunder in any jurisdiction. No fiduciary hereunder shall have any liability for any mistake or error of judgment made in good faith. My Executor shall receIve reasonable compensation for her servIces performed as determined by the court in which this Will is admitted to probate. 3 ARTICLE SEVEN I realize that Executors are given discretion by law to make various elections which affect the income and estate taxes payable by estates and beneficiaries, as well as the relative shares of beneficiaries, such as taking administration expenses as deductions for either estate or income tax purposes, selecting options for the payment of employee death benefits, electing to take a qualified terminable interest as part of the marital deduction, selecting alternate valuation dates, postponing the payment of taxes, filing joint income tax or gift tax returns and redeeming corporate stock. The decisions made by my fiduciaries in any of these matters shall be binding upon, and not subject to question by, any affected persons. I rely upon my fiduciaries to take into consideration the total income and estate taxes payable by reason of their decisions including those payable by my survivors, and they are authorized in their discretion, but not required, to make adjustments between income and principal as a result thereof. ARTICLE EIGHT I direct that all estate, inheritance and other taxes in the nature thereof, together with any interest and penalties thereon, becoming payable because of my death with respect to the property constituting my gross estate for death tax purposes, whether or not such property passes under this my Last Will and Testament, shall be paid from the principal of my residuary estate, and no person receiving or having a beneficial interest in any such property, whether under this my Last Will and Testament or otherwise, shall at any time be required to contribute to or refund any part thereof; PROVIDED, however, that this direction shall not apply to the taxes on any property included in my estate solely because of a power of appointment thereover which I possess but have not 4 exercised or on any qualified terminable interest or to any generation-skipping transfer taxes. IN WITNESS WHEREOF, I have at Middletown, Pennsylvania, this 1. 6l-:!::Qay of June, 2003, set my hand and seal to this my Last Will and Testament, consisting of six (6) pages. l '-/ ..z.jQ), ~~-,_, iJ_ i \., l---CJcr-~. , WILLIAM DEAN MA TIER SIGNED, SEALED, PUBLISHED and DECLARED by WILLIAM DEAN MATTER, the above named Testator, as and for his Last Will and Testament, in the presence of us, who, at his request and in his presence, and in the presence of each other, have hereunto subscribed our names as witnesses. Residence Jrd4NaL.oI~ }I/- L7ot;U Residence (' )/~1fJ[11ti'l/ ( /J;; /I}/!!I( t/ 5 ACKNOWLEDGEMENT COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF DAUPHIN We, WILLIAM DEAN MATTER, ~ S::LYl rf} C~ l~ r-,[\'~ le_ and E cXu.1A:>) ;) Stz-73f/G , Testator and witnesses, respectively, whose names are signed to the attached and foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his last will and that he had signed willingly, and that he executed it as his free and voluntary act for the purpose therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the Will as witnesses and that to the best of his/her knowledge the Testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. (.j ,Xlv _'''_ \). lv( C\.rQ~,,-, TESTATOR I ~ _ x1!~ u){~/)( Fr; Cl (JulftIL WITNESS . I Subscribed and sworn to and acknowledged before me by WILLIAM DEAN MATTER, ~. .1! /).1 the Testator, and subscribed and sworn to before me by 0J:5f<,"\ / ,'!. ( j!X Upt'!l';! and lDt.-i/4/(j I. Sl"ll3.t/C , witnesses, on this ':6~ay of June, 2063. l/~~~/~/L- Y JldZZ~~) Notary Public Notarial Seal Linda L. FetterhOff, Notary Public Derry Twp, , Dauphin COunty My Commission Expires Nov. 8, 2003