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HomeMy WebLinkAbout09-24-07 Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of Anna M. Helfer also known as No. 21-07- Df)5, , Deceased Social Security No. 178-18-6925 Anne C. Landis Petitioner(s), who is/are 18 years of age or older, appl(ies) for: (COMPLETE 'A' or 'B' BELOW) 00 A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the the Decedent, dated 09/13/2006 and codicils dated Named co-executor, Robert C. Jennings, renounced his right to serve. Executrix named in the last Will of 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 documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: D B. Grant of Letters of Administration (c.t.a; d.b.n.c.t.a; pedente lite; durante absentia; durante minoritate) Petitioner(s) after a proper search haslhave ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: I Name Relationship Residence I ~ ~~ = -' (/) r OJ !.LQ -0 . .~~q ~ " ,,--'j .....A., (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania with his/her family ( --') .f~) 9 :=ri '--- --,-, ~~ ..,.,J >' > =:: or principal residence at 325 Wesley Drive, Lower Allen Twp. (list street, number, and municipality) Decedent, then 91 years of age, died 08/31/2007 at Bethany Village (Location) I.D Ul 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 $ $ $ $ 126,000.00 situated as follows: 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: Anne C. Landis Typed or printed name and resi ence 490 Seedling Ct. Mechanicsburg. PA 17055 Prepared by the Pennsylvania Bar Association Copyright (e) 2004 form software only The Lackner Group, Inc. Form RW-1 (1991) Oath of Personal Representative 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) the Decedent, Petitioner(s) will well and truly administer the estate accord' 0 law. ~L Sworn to or affirmed and subscribed . before me this c;J 4 day of No. 21-07- OKtb"1 Estate of Anna M. Helfer , Deceased also known as Social Security No: 178-18-6925 Date of Death: 08/31/2007 AND NOW, ~~~ J-\ , ~,in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters lEI Testamentary 0 of Administration (c.t.a,; d.b.n,c.t.a,; pendente lite; durante absentia; durante minoritate) are hereby granted to Anne C. Landis, Executrix in the above estate and that the instrument(s) dated 9/13/2006 de""""" Ie toe Pet~:: .:mllled to pmbate aad filled of """rd as lhe.1~ ~~ k L~ '--os.\.?!.o,OOD.$ .Q1"D .ill_ -~ ~J. /) egister of Wills ", Short Certificate(S)....j..\~... $ LlD Renunciation............................... $ 5 Attorney: Affidavits ( )...........................$ 1.0. No: 29078 The Wiley Group, PC Address: 130 W. Church Street Extra Pages ( )......................$ emticit... .J..~).t~\...... ............... $ JCP Fee........~.....~~.....$ \ s;:- Dillsburg, PA 17019 \5'" Telephone4717-432-9666 Inventory...................................... $ E-Mail: Other..... ............. .......................... $ 32 c- 00 TOTAL............................$ _:d~ Prepared by the Pennsylvania Bar Association Copyright (c) 2004 form software only The Lackner Group, Inc. Form RW-1(1991) HI05.805 REV (01107) LOCAL REGISTRAR'S CERTIFICATION OF DEATH WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $6.00 Certification Number This is to certify that the information here given i correctly copied from an original Certificate of Deatl duly filed with me as Local Registrar. The origina certificate will be forwarded to the State Vita Records Office for permanent filing. ~ /J! ~~ LOOl i 0 d15 Local Registrar Date Issued P 13857855 ~3 ~;-: Q -"'=:0 ::'::r:O ~:j~ . ,:')\) )O~ )c:.:. -::IJ --':)--1 :> /"-.' = = -.. )> - -:ii:.. (/) J"T1 -0 N ... If? c.n I REV 1112006 I PRIN'T IN MANENT \Cf(INK COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH (See Instructions and examples on reverse) ,. Namo 01 DocodoIlI (AIsl. _.!aIt. sullix) Anna M. Helfer 5.Aoe(LaslBirthday) 91 May 6, 1916 Broadax. PA PA Cumberland Did Oocedonl Uveine TClWl1Sh\l7 l1c.KX'fe8. _lMdln 17d.DNo._lMd_ 1<:lI>IIl>1'ita0l TWI>. Vts. 6. 081e of IIIIlIl(Monll1. . year) 7.IlO1hplace(C and...".. 111>. County 01 DeatI1 Cumber land TWp. 1l,tfOCllly_{IInol_.gI<e_and"-'11be<) Bethany Village 11._.USUllI 01__ Registe~urse molt 01 1ft. Do notlilte 12. Was Decedent ever in ltle u.s. Armed forces7 D Yes i:XNo 1J8clodonI'. __17.._ 1?b. County Clty/- Nur~~b~ 17055 PA 17055 21d. Localion (Cllyl_. _. zip_I Mt. Holly Springs. PA (..' . _24-26_ be compIotod by """'" . who pronounces dMIh. A I M. CAUSE OF DEATH (See 1nstruc:ttOn. ond 1lom27.Partt En"'Ihe~-_.injurios...~-thaldnclIy_Ihe_.OO Tentor....-.......sucIIlS_.-. '""*'*"Y1IlOSl,..__witI1ouI-.glheollology.UIIlW11yOlllCClllll"'OICh"'. ~:==l~ .. Ab\J\..l FPr\w~ 70 Tli1e.tvc Duoto(.....~ol): b. q~I\,.E b\::.Q.lt\)~'''H 0 I\) of- f6tl.Pn rJ c. ~;~~~J:l D!4f to (Of II. conooquonco 01): U ,,1Jr.. d. 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Rogislrar'. ~ . , lliust lIill ann m-psmm-eut OF BE IT REMEMBERED, that I, .- - HELFER >< 0 f - - t--l(-..... ):7-'11 '\C)-"(j __ (--;c Pennsylvania, be:r::sg ow :(.2 U1 do make, publish an~ C) '-:-:0 --; ~tJ () . :: j --. ".~---:~r~ (/) 0'1 -0 r'" ANNA M. HELFER ANNA M. Mechanicsburg, Cumberland County, sound mind, memory and understanding, declare this as and for my Last Will and Testament, hereby revoking and making null and void any and all Wills and Testaments and writings in the nature thereof made by me at any time heretofore. ITEM 1: I direct that all my just debts and funeral. expenses be paid as soon after my demise as may be convenient. .ITEM 2: All the rest, residue and remainder of my estate, of whatsoever nature and wheresoever situate, whether it be real, personal or mixed, including property over which I have a power of appointment, I give, devise and bequeath as follows: Ninety (90%) percent to my children Anne C. Landis and Robert C. Jennings, in equal shares, or if predeceased to their issue, per stirpes; and, Ten (10%) percent to my husband's children, Linda Jean Waters, Frank Paul Helfer, and Daniel Robert Helfer, in equal shares, or if predeceased to their issue, per stirpes. ITEM 3: I direct my hereinafter named Executor to pay all inheritance, estate, succession and legacy taxes of whatsoever nature and kind, to which my estate or the transfer of any property passing hereunder or otherwise passing by reason of my demise, may be subject and to charge such taxes against my residuary estate, it being my intention that none of the aforesaid taxes, either federal or state, on any property required to be included in my gross estate, unde~ the provisions of any state or federal law now in force or hereafter enacted, shall be prorated among the persons interested in my estate to whom such property is or may be transferred or to whom any benefit accrues. ITEM 4: I appoint my daughter and son, namely, Anne C. Landis and Robert C. Jennings, as Co-Executors of this my Last Will and Testament. In the event either of the Co- Executors is unable to fulfill the duties of the office, the remaining Co-Executor may serve alone without necessitating the appointment of a replacement. ITEM 5: I direct that my Executors or their successor shall not be required to give bond for the faithful performance of their duties in any jurisdiction. ITEM 6: My Personal Representatives shall have the following powers in addition to those vested in them by Law and by other provisions of this, my Last Will and Testament, exercisable without court approval, and effective until distribution of all property: 1. To retain any or all of the assets of my estate, real or personal, without restriction to investments authorized for Pennsylvania fiduciaries, as they from time to time may deem proper, without regard to any principal of diversification or risk. 2. To invest in all forms of property without restriction to investments authorized for Pennsylvania fiduciaries, as they from time to time may deem proper, without regard to any principal of diversification or risk. 3. To sell at public or private sale, to exchange, or to lease for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms or conditions as they from time to time may deem proper. 4. To allocate receipts and expenses to principal or income or partly to each as they from time to time may deem proper. 5. To borrow money from persons or institutions, themselves included, and to mortgage or pledge any or all real or personal property as they in their sole discretion shall choose, wi thout regard to the disposi ti ve provisions of this instrument. 6. To compromise any claim or controversy asserted by or against my estate or trust estate. ,7. To make distribution in cash or in kind or partly in cash and partly in kind, and in such manner as they may determine, and at valuations finally to be fixed by them. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 13th day of September, 2006. w~ ~rnI1~ ANNA M. HELFER (SEAL) rr;0AU; L~row -2- COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF YORK We, ANNA M. HELFER, DAVID J. LENOX, ESQUIRE and MARCY K. RENSHAW, the Testatrix and the witnesses respectively, whose names are signed to the attached or 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 Testament and that she had signed willingly (or willingly directed another to sign for her), and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the wi tnesses, in the presence and hearing of the Testatrix, signed this Last Will and Testament as witness and that to the best of their knowledge the Testatrix was at the time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. COMMONWI!A Ii' NSYLVANJA NotarIal Seal S. Da~ G/acIfeIter, Notary Public D111sburg 801'0, York Cotnly My Conmisslon exp... May 17, 2009 Member, Pennsylvania ANoclatlon Of Notarl., 3 do \ () '1 O~ 'l Register of Wills of CW'Y\ berlmd- County, Pennsylvania RENUNCIATION Estate of Anna M. Helfer No. also known as , Deceased The undersigned, Robert C. Jennings, son named co-executor (Relationship) (Capacity) the above Decedent, hereby renounce(s) the right to administer the estate and respectfully request(s) that Letters be issued to of Anne C. Landis 0- W if) f.-- g-; ~....,.,' '"" LLC)' C) ':...~~~, "'-..:-/ .," ,~.. CC ::-'.... ~~i :~t - ,-j & ';.: o~ (.) 5+-!l~Of 7-1eVVl b-e,../, 2u<57 (S~;;i.~', - Robert C. J nings 2398 N. Menomonee River Parkway Wavwatosa, WI 53226 WITNESS my/our hand(s) this N L.() (J\ ;;: (Address) L....._ ~ ...:::r N (Signature) ,-... c;:::') C~ c'~J (Address) (Signature) Sworn to or affirmed and subscribed before me this S-4:b ~f . ,dD01 c- '.11./11 dJ-IJ'/I D I i:t:o oIa",P"~~--- I , 7 ~ - (Address) day My Commission Expires: (Signature and seal of Notary or other official qualified to administer oaths. Show date of expiration of Notary's commission.) Prepared by the Pennsylvania Bar Association Copyright (c) 2004 fonn soIIware only The Lackner Group, Inc. COMMONWEALTH OF PENNSYLVANIA Notarial Seal S. Dawn Gladfelter, Notary Public Dtllsburg Boro, York County My Convnission Expires May 17, 2009 Member, Pennsylvania Association of Notaries NOTE: Renunciations executed outside the Office of Register of Wills in some counties are required to be notarized. Fonn#RW-4 (1991) t ...'