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HomeMy WebLinkAbout08-20-07 . . PETITION FOR PROBATE AND GRANT OF LETTERS REGISTER OF WILLS OF Cumberland COUNTY, PENNSYLVANIA ~ ' . 7 ,~ "7 ~ ., Estate of Lorna R. Line L_ File Number -c -u also known as , Deceased Social Security Number 132-22-4907 Petitioner(sx who is/~ 18 years of age or older, apply(ies) for: (COMPLETE 'A' or 'B' BELOW:) IZl A. Probate and Grant of Letters Testamentary and aver that Petitioner~) is Mlli the Executrix named in the last Will of the Decedent dated 6/29/07 and codicil(s) dated (none) (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: (olaf) D B. Grant of Letters of Administration (Ifapplicable, enter: c.t.a,: d.b.n.c.t.a.; pendente lite; durante absentia: durante minoritate) Petitioner( s) after a proper search has 1 have 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 Will in Section A above and complete list a/heirs.) I Name Relationship Residence I Janice S. Mixel1 friend 2160 Val1ey Street, Enola, PA 17025 (COMPLETE IN ALL CASES:) Attach additional sheets ifnecessary. Decedent was domiciled at death in Cumberland County, Pennsylvania with IH:M her last principal residence at 7 Alliance Drive, Apt. 203, Carlisle, P A 17013 (List street address, town/city, township, county, state, =ip code) Decedent, then 85 years of age, died on August 8, 2007 at 7 Al1iance Drive, Apt. 203, Carlisle, Cumberland County, PA 17013 Decedent at death owned property with estimated values as fol1ows: (If domiciled in PA) Al1 personal property $12,000.00 (lfnot domiciled in PA) Personal property in Pennsylvania $ (lfnot domiciled in PA) Personal property in County $ Value of real estate in Pennsylvania $ situated as fol1ows: 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: I Signature Tvped or printed name and residence I , ;'1\-1,( ~ p.../ /)// /i/ ./ j . .. Janice S. Mixell. 2160 Valley st. Enola.PA 17025 l I RECORDED OFF1.CE OF - REG1STER OF' \X1LLS Form RW-02 rev. 10.13. 06 2007 AUG 20 PM 3:31 '2 CLERK OF ORPH.\NS' COCRT CC:.IBERlu\ND CO., p"\ Oath of Personal Representative COMMONWEALTH OF PENNSYLVANIA SS 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 -"'"', . ) '\ \' , / . i;'7;;7~. // l! X :/'\,(l/}1j~/.J /"- ; L J,.1I~ Signat!,'re of Personal Representative / before me the , Janice S. Mixell Signature of Personal Representative Signature of Personal Representative File Number: dl~C7-U7g7- Estate of Lorna R. Line , Deceased Social Security Number: 132-22-4907 Date of Death: 8/8/07 AND NOW, '.~L / 1- , ,J({/7 ,in consideration of the foregoing Petition, satisfactory proof having been presented before e,I IS DE , ED that Letters Testamentary are hereby granted to Janice S. Mixell in the above estate Letters ............... $ lJ C. DC Short Certificate(s) . . . . . .. . $ <04. co Re~untiation(s) .......... $ l\Jd I ... $_J13,OD \'7iI) ~.,\." ~t .. . $ IC . Lt, A-I.dt'\)\{~ 11 C')'\ $ 1--'), C () , $ .. . $ .. . $ ... $ .. . $ $ TOTAL .............. $~ and that the instrument(iH dated June 29, 2007 described in the Petition be admitted to probate and filed of record as the last Will (and Codicil(s)) of Decedent. l 1 .,'i -4 ~ I ( I I/LLL. Register of, ~-) ~ / 7- ---? Attorney Signatur~~~~7'" C. Attorney Name:u~ "BraiIie.y-C'Griffie, Esquire FEES ~p: Supreme Court J.D. No.: 34349 Address: 200 North Hanover Street Carlisle, P A 17013 Telephone: 717-243-5551 - RDc. I) O]~FICE OF RECO LC '. ' lU,.'(~ISTER OF \\/lLLS " > M 3'31 " 2007 AUG 20 P _ . ~,l CLERK OF 1~ ORPH.:\NS' COURT ERl \N'D CO., P A CUMB ~c" Form RW-02 rev, 10.13.06 Page 2 of2 ., I - f\ 7 _r, 7 c 2- ,7' '-' ,..i. 0 . LOCAL REGISTRAR'S CERTIFICATION OIF DEATH WARNING: It is illegal to duplicate this copy by photostat or plotograph CertifiC,ltinn Numhcr ~/iil,ijij/;;;r ;,~--~ \;ii;i;'~~\\\\_lltfr:t~-~~. 1 ~~/ ,<4'J'j~___ I,,~/ '..-.":, t~~/ ~~\~'" /~~,.' ~" \~~ I~c:;:)' a,;'- ~-~ \~ c..), -'j ~t" :,~~I \\*"~:>; *,' .:;.~\ ....~,' ~_~..__/~\l ~-___i?lMENl' (\~ ~\'II. "0-...;...;n \) II!!!/ ~""/lO/lJ!.!J!- This i', Ie L'l' .t"\ that 1 hc in'l1mutinn here given i, currec'!\ .'()P ed lrom all ()'Igltul Certificate ufDeath duly f il'd \\ i'l! Ille iI' Lu\:al Registrar. The urq2inal ccrtific;ilc \\ ill le liJlw;lrd:d l'l the Stale Vilal Recurd, Otli,;c ftlr pcrmaneLI. filmg. h'I.' I'll I ihl' ,.\~rtlric;lte, "I)()(I P 13745195 .~~~t.~~~_111~Q~_ Ltlcal Re:~lsll;U . Date hSlll'd RECORDED OFFICE OF REGISTER OF \'\1LLS 2007 AUG 20 PM 3:31 I CLERK OF ~ ORFH\NS' COURT CL.:;\fBERLAND CO., FA r r 6 H105.143 REV 1112006 TYPE I PRINT IN PERMANENT BLACK INK COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH' VITAL RECORDS CERTIFICATE OF DEATH (See Instructions and examples on reverse) STATE FILE NUMBER 5. Age (Last Birthday) 6. Date 01 Birth (Month, da , year) 7. Birthplace (C 4. Dale of Death (Month, day, year) August 8, 2007 1. NameolOecedenllFlrst, middle, Iast.suffixl Lorna R. Line Yrs. February 10, 1922 85 8b. County 01 Death Cumberland 8d.FacilityName(lfnotinstitulion,giYestree1andnumbe~ 770 S. Hanover St. #203 Corner D Inpatient D EA I Outpatient D DCA D NlJf1ing Home !Xl Aesideoce DOttier. Specify: 9. Was Decedent of Hispanic Origin? IiJ No D Yes 10. =:nmerlcan Indian, Black, While, etc. Stan ~:,;, P:~:nca;, ".) White 17b. County PA Cumberland Old OElC9dent Uveina Townshlp? 17c. D Ves, Decedent Lived in 17d.XX ~~:tolUved within Car lisle Top. moslolWOf1(i life.Oonoistaleretired Kind 01 Business I Industry Bookstore 12. Was Decedent ever in the U.S. Armed Forces? Dy" KJNo 13. Decedent's Education (Specily only highest grade completed} Elementary I Secondary (0-12) College (1-4 or 5+) 4 14. Marital StatllS: Married, Never Married, WKk:lwed, Divorced (Specify) Widow . 16. Decadent's Mai~ng Address (Street, city I town, stale, zip codel 770 S. Hanover St. #203 Carlisle PA 17013 Decedent's Actual Resicl9nce 17a. Stale CilyIEtoro 18. Faltler's Name (FIrSt, mldlle, last, suffix) Herbert Leastman 19. Mother's Name (Rrst, middle, maiden surname) Gertrude Conner 2Ob. Infoonanfs MailIng Addtess (Street, city I town, stale, zip code) 2160 Valley St., Enola PA 17025 208. Inlormanfs Name (Type I Prinl) Janice Mixell . .. 23b. Ucense Number 21a. MelhodolDisposilion 21c. Place 01 Disposition (Name of cemetery, crematOlY or other placel Hoffman-Roth Funeral Home 21d. localion (City I lowo, state, zip code) Carlisle PA 17013 & Crematory fH,13l.f 1'174/ i- 2. ""7 2tI. Was Case Referred to Medical Examiner I Coroo&r for 8 Reason Other than Cremation or Donation? o Yes J&lNo Approximate Interval PartH: Enler other SilIlificanl coOOtlons contributifllllo death 28. Old Tobacco Use ContrtJute to Death? Onsello Death but 001 resulting in the underlying cause given in Part L D Ves D Probably "IS. No 0 U,Om,., =~~Sht~~~ ~rm\ dise~ ~ c:..Q Due to (or as a consequence oij' P~r..~ c.~ 29,lfFemale: D Notpregnanlwilhlnp851.'f9lIr o Pregn!lnlaltimeofdeat~ o Notpregnanl,butpregnanlwithin42days oIdealh D Nol pregnant, bul pr~t 43 days to 1 year belored&alt1 D Uni(nownilpragnanlwillVnlhepe.styear 32c. P\ace of Injury: Home, Farm, Street, Factory, O"","'I<ing,~'.(_M SequenliadyWstcondilions, il any ~~~ ~~oERrn~~AU~Ea 8. (disease or injlJry\hatiniliatedthe eYef1lsresullingllldealh}LAST. b. Due to (or as a conseQUence on Due to (or as a consequence of) o y..-Q No DVas ONo Natural D Homicide D Acciclent 0 Pending Investigation OS'"""" DCo""NoIbeDe~_ 32d. TIITIElollnjury 32g. Localiooof Injury (Street. city flown. stale) 3Oa,WasanAutopsy Performed? JOb. Were Autopsy Fil1(ings Available Pnor to Completion 01 Cause 01 Death? 31. Manner 01 Dealh 321. II Transportation Injory (Specify) o Driver I Opel8.tor OP8S$llr\Qer DPedeSlr\an OOlho<._~' 33a. Certifier (check only one) 33b. SIGure and TlIle 01 ee;;er G:l ;:7h":;:Sr:r:~i=:,n~~~~:rr: ~~~~t~::u:~~:~:~:rh: :~~_ d~~ _a~d _co:~e~ ~e: ~~ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ ~~. vr oJ '=' ~ PronouncIng and certifying physician (Physician both pronooncing dealh and certifying 10 cause 01 de91h) 33c License Number ::,~;e::a~i:r ~=e:' death occurred allhe Ume, date, and place, and due to the cause(s) and manner as stated_ - - - - - - - - - - - - - - - - - D ~ '0 C) t E:. <.1.( (Q. On the basis of examination end I or !nvestlgallon, in my opinion, deelh occurred at the Urne, date, and place, and due 10 the cause{s) and manner as s1ated.. D ~ z o !;J Dale Signed (Month. day, year) 1\\,)<:, ~ I a.(:)(:)l Disposition Permit No 34. Name and Address 01 PelSOO WhQ Completad Causa of Death (Item 27) Type I Print .0 ~;~~~ ~~~('e~~~ J ~~,.:;;" fl(, o " << 35. Regisl,tt::: District N .. . 19-1\1&1 \ 101 .~ ~ ~ ~ * LAST WILL AND RECORDED OFFW ' RFGI' ~E OF ~ 7 STER OF 'WII I S 2007 ~U~; 20 PM .3:31 -HeRr<: OF ORPI-l-\NS' COURT J CU:\fBERL\ND CO., ~l TESTAMENT OF LORNA R. LINE I, LORNA R. LINE, of 7 Alliance Drive, Apartment 203, Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this to be my Last Will and Testament, hereby revoking and making void all previous Wills and Codicils heretofore made by me. FIRST I order and direct my Executor hereinafter named to pay all of my just debts, funeral expenses and expenses involved or connected with the administration of my estate as soon after my death as is reasonably possible. I direct my Executor to pay all inheritance, estate, succession and legacy taxes, to which my estate or the transfer of any property hereunder may be subject, and to charge such taxes as part of the expenses of the administration of my estate, being deducted and paid from the residue of my estate and not to be deducted in any manner from any specific bequests made herein. However, my Executor need not accelerate and pay those unmatured obligations which, in his, her or its opinion, it might be proper and more advantageous to retain or renew and pay as they become due and payable. If I do not own a burial plot or a grave marker at the time of my death, I authorize my ExecutorlExecutrix, in his, her or its sole discretion, to purchase a 200 N. Hanover Street Carlisle, PA 17013 GRIFFIE & ASSOCIATES Attorneys At Law Page 1 of 7 100 Lincoln Way East, Suite D Chambersburg, PA 17201 ~ .~ \ ~ ~ ~ N ~ ,;:;, '~. burial plot and to erect a suitable grave marker at my grave, and to expend sums from my estate for this purpose. SECOND I give, devise and bequeath my entire estate of whatsoever nature and wheresoever situate, in the following shares to the following entities: (A) FIFTY (50%) PERCENT of my net estate to C.L.e. MINISTRIES INTERNATIONAL, P.O. Box 1449, Fort Washington, Pennsylvania, 19034; (B) FIFTY (50%) PERCENT of my net estate to CHAPEL POINTE AT CARLISLE, 770 South Hanover Street, Carlisle, Pennsylvania, 17013. In the event that it is impossible to provide for the distribution to either of these named beneficiaries, due to their nonexistence at the time of my death or for other reasons, the remaining beneficiary shall receive my entire estate. THIRD I grant my ExecutorlExecutrix the following powers in addition to and not in limitation of such powers as my Executor/Executrix shall hold by law: (a) To retain all property received including the stock of any corporate fiduciary acting hereunder, provided such property remains productive. (b) To join III any corporation, partnership, recapitalization, merger, reorganization or voting trust plan; to delegate authority with respect thereto; to deposit investments under agreements and pay assessments; and generally 200 N. Hanover Street Carlisle, PA 17013 GRIFFIE & ASSOCIATES Attorneys At Law Page 2 of 7 100 Lincoln Way East, Suite D Chambersburg, PA 17201 to exercise all rights of investors, including but not limited to, the voting of shares. (c) To manage, operate, repair, improve, mortgage or lease on any terms any real estate held or owned by my estate. (d) To operate any business that I may own at my death. (e) To invest any funds of my estate in any stocks, bonds, notes or other securities or property, real or personal, without regard to the principle of diversification .~ ~ \' . } r (f) J or any other statute or general rule of law in his, her or its absolute discretion, it being my intention to give my ExecutorlExecutrix the broadest investment powers possible, providing such investments do not unnecessarily prevent the prompt settlement of my estate. To sell or otherwise dispose of any property, real or personal, tangible or intangible, at any time forming a part of my estate in any manner and on such terms and conditions as my Executor/Executrix shall see fit in his, her or its absolute discretion. (g) To borrow money for the payment of taxes or for any other proper purposes in the administration of my estate, and to mortgage or pledge estate assets as security. (h) To compromise claims without court approval including, but not limited to, any controversies with the United States of America or the Commonwealth of Pennsylvania concerning estate and inheritance taxes on any interests that may pass under this my Last Will and Testament. 200 N. Hanover Street Carlisle, PA 17013 (i) To distribute in cash or in kind upon an)' division or distribution of my estate. GRIFFIE & ASSOCIATES Attorneys At Law Page 3 of 7 100 Lincoln Way East, Suite D Chambersburg, PA 17201 l .~ ~ to ~ " \ Y' ~ (. \; >r G) To undertake any and all acts deemed necessary and proper by my ExecutorlExecutrix for the proper, advantageous and prompt management of the settlement of my estate. (k) In general, to exercise all powers in the management of my estate which any individual could exercise in the management of similar property owned in his own right, upon such terms and conditions as to him, her or it may seem best and to execute and deliver all instruments and to do all acts which he, she or it deems necessary or proper to carry out the purposes of this, my Last Will and Testament. FOURTH No interest of any beneficiary of my estate, either in income or in principal, shall be subject to anticipation or pledge, assignment, sale or transfer in any manner, nor shall any beneficiary have the power in any manner to charge or encumber his interest either in income or principal, nor shall the interest of any beneficiary be liable or subject in any manner while in the possession of my ExecutorlExecutrix for the liability of such beneficiary. FIFTH I nominate, constitute and appoint my dear and close friend, JANICE S. MIXELL, as Executrix of this my Last Will and Testament. In the event my friend is deceased, unable or unwilling to serve or shall cease to serve for any reason whatsoever, then I nominate, constitute and appoint my dear and close friend, BETTY LOU ZARY, as Executrix of this my Last Will and Testament. I direct that my Executrix shall not be 200 N. Hanover Street Carlisle, PA 17013 GRIFFIE & ASSOCIATES Attorneys At Law Page 4 of 7 100 Lincoln Way East, Suite D Chambersburg, PA 17201 required to give or post bond for the faithful performance of his, her or its duties in this or any other jurisdiction. SIXTH I hereby declare it to be my expressed desire that my ExecutorlExecutrix employ the law firm of Griffie & Associates, of Carlisle, Pennsylvania, for legal advice and assistance regarding this my last Will and Testament, they having considerable knowledge of my affairs, views and wishes respecting any matters that may arise at the probate of this instrument, the administration of my estate, and the execution of the powers herein mentioned. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of seven (7) typewritten pages, the first four (4) of which bear my signature on the side margin, for purpose of identification, this ,;J. 9'1::1.- day of r. '" , 2007. w~x ~/ ,~ y?/ Y? Y:.~Lk~_/ C7'y-<>-"'--n-a...- J ~ - LORNA R. LINE 200 N. Hanover Street Carlisle, PA 17013 GRIFFIE & ASSOCIATES Attorneys At Law Page 5 of 7 100 Lincoln Way East, Suite D Chambersburg, PA 17201 ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA: : SS. COUNTY OF CUMBERLAND I, LORNA R. LINE, the 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 and Testament; that I signed it willingly, and that I signed it as my free and voluntary act for the purposes therein expressed. ~-c~'l~--1~ /1. ~~~}oc.-' LORNA R. LINE Sworn or affirmed and acknowledged before me by the Testatrix this .l1'f> day of r.ut p. ,2007. "'11. tIAL IOIIN J. WIITT Notary Public 1OIOUGMt. CUMIEtMNDCOUNrt .., CommIUIOn Expl... Apr 17. 2011 200 N. Hanover Street Carlisle, PA 17013 GRIFFIE & ASSOCIATES Attorneys At Law Page 6 of 7 100 Lincoln Way East, Suite D Chambersburg, PA 17201 AFFIDA VIT COMMONWEALTH OF PENNSYLVANIA: : SS. COUNTY OF CUMBERLAND WE, ,I!.t(~ L. 46 and-l3ta<i~ ~&,tR. o the witnesses whose names are attached to the foregoing document, being duly qualified according to law, do depose and say that we were present and saw the Testatrix sign and execute the instrument as her Last Will and Testament; that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testatrix signed the Last Will and Testament as witnesses and that to the best of our knowledge the Testatrix was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. .J Sworn or affirmed and subscribed before me by fl11j, l. I .tA.L} and ~~L (;'.1f!.f this dYI,. day of ~~ c~*tt!J~)d ,2007. *'-- 11M IOMt J. MIIITr Notary Public C'-UlIOIOufiH. CUMllElMND COUNlY My Commtlllon Explre~ ApI 17 2011 -...--..-....-.,... 200 N. Hanover Street Carlisle, PA 17013 GRIFFIE & ASSOCIATES Attorneys At Law Page 7 of 7 100 Lincoln Way East, Suite D Chambersburg, PA 17201