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HomeMy WebLinkAbout10-05-07 PETITION FOR PROBATE AND GRANT OF LETTERS REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Estate of MARY D. McCALEB file Number ~\ b'l D909 also known as MARY G. McCALEB . Deceased Social Security. Number 169-14-5599 Petitioner(s), who is/are 18 years of age or older, appIy(ies) for: (COMPLETE 'A' or 'B' BELOW:) e A. Probate and Grant of Letters Testamentary and aver that Petitioner(s~/ are the Co-Executors last Will of the Decedent dated October 22, 199~nd codicil(s) dated N/A named in the (State relevant circumstances, e.g., renunciation, death of executor, eic.) 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 o B. Grant of Letters of Administration (If applicable, enter: c.I.a.: d.b.n.c.l.a.; pendente !ite; durante absentia; dura~~inoritale) ~ ~" . = '~O -..I Petitioner(s) after a proper search has! have ascertai.ned that I?ecedent left no Will and w.as survi."ed by the following s~~igif any) a)(Q::heirs: (If AdministratIOn, c.I.a. or db.n.c.t.a., enter date ofWtll 111 SecfionA above and complete Itst of heirs.) .J ';E ("") ~ . R~~! ~.c o OJ Name Relationship 'L~ (COMPLETE IN ALL CASES;) Attach additional sheets ifnecessary. Decedent was domiciled at death in Cumberland County, Pennsylvania with his! her last principal residence at Maplewood Avenue, Borough of Mechanicsburg (List street address, tawn/city, township, county, state, zip code) 213 West 89 years of age, died on October 1, 2007 m Holy Spirit Hospital, Camp Hill, PA Decedent. then Decedent at death owned property with estimated values as follows: (If domiciled in PAl All personal property (If not domiciled in P A) Personal property. in Pennsylvania (If not domiciled in PAl Personal property in County Value of real estate in Pennsylvania 650,000.00 $ $ $ $ 125,000.00 situated as follows: 213 West Maplewood Avenue, Borough of Mechanicsburg Wherefore, Petitioner(s) respectfully request(s) the probate ofthe last Will and Codicil(s) presented willi this Petition and the grant of Letters in the appropriate form to the undersigned: T d or rinted name and residence Marlin R. McCaleb 219 East Main Street, Mechanicsburg, PA 17055 Mary E. Kula 125 Harrisbur Pike, Dillsbur , PA 17019 Form RW-02 rev. 10.13.06 Page 1 of2 Oath of Personal Representative COMMONWEALTH OF PENNSYL V ANlA 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 kno\vledge 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. /fr/i~f!j~ Signature u,(Personal Representative Mar 1 in R. McCal eb Sworn to or affirmed and subscribed before me the ,J:) day of Signature of Personal Representative o So <~~ ::.0 'Cl=1J rn :r.: 0 ,""", :::eo .- ..-- rn '1> ~:::o ~.:: (J) ?' ,..)c>o (;O-n , Dec.a~ '0-1 Date of Death: October 1, 1"'007 ~\ D'" Oqo~ Estate of File Number: MARY D. McCALEB, also known as MARY G. McCALEB Social Security Number: 169-14-5599 o C-\t,~ s; t-> = = -...J o c-:> ---1 I U1 c./ ) ~. ~ -0 :x ~ o CO 2007 , in consideration of the foregoing Petition, satisfactory proof Testamentary E. KULA AND NOW, having been presented before me, IT IS DECREED that Letters are hereby granted to MARLIN R. McCALEB and MARY and that the instrument(s) dated October 22. 1993 described in the Petition be admitted to probate and filed of rec r in the above estate FEES ex> Letters ... 71 $? I .0 0<) . Short Certificate(s) . . ~. . . Renunciation(s) ......... Will JCP ~to 5(gO ..1D $ $ $ $ $ $ $ $ $ $ $ $ $ ~Jcr Attorney Signature: Attorney Name: Marlin R. McCaleb IS ,0 S Supreme Court LD. No.: 06353 Address: 219 East Main Street Mechanicsburg, PA 17055 Telephone: 717/691-7770 ~ TOT AL . . . . . .. . . . . . . . FormRW-02 rev. 10.13.06 Page 2 of2 H105.805 REV 101/071 LOCAL REGISTRAR'S CERTIFICATION OF DEATH WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $6.00 This is to certify that the information here given i~ correctly copied from an original Certificate of Dead duly filed with me as Local Registrar. The origina certificate will be forwarded to the State Vita' Records Office for permanent filing. p 13823166 10 0'1 Certification Number Date Issued f"-,) = = -..J o n --I I c..n o C:;;o <-::0 cO-o mjEO ~o r c~- m -~:Z; ::0 '7 (/) ~ '~"J ("')0 ,-)0'" (--. c:: c-J:o "'0-1 ~ -0 :J: ~ o a> COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH (See Instructions and examples on reverse) Hl05.143 REV \112006 TYPE j PRINT IN PERMANENT BLACK INK STAlE FilE NUMBER D. McCaleb & Date oC BiIth (Month. day,yeir) ( and8&ltlor Dec. 7, 1917 Factoryville, PA iTI05t of woo: Ide, Do no! slate retiled KinO 01 BUSMll I Induslry Education . Hi_ DececIeot',s Milling Address (Sareet, city I towll, state, lIP code) 213 West Maplewood Avenue Mechanicsbur PA 17055 III Fmer's Name (first, middle, lase, sutix) J. Ira Green 208. InIormanfs Name (Type I Printl Marlin R. 21. MeItioO of Otsposllion 14. Marital Status: Married. Nevel'Married, Widowed. Divorced (SpeaM Widc7Ned ",,"-', Acll.laiRe5idence 17a.Stale l>d_ LNeina T_? Pennsvl vania Cumber land 17c. 0 Yes, 0eceQem 1.ilted in 17..lXI ~~"LNod_ Mechanicsbura Top 17. Coo'lly "'Yd'o", 19. Molhef's Name (Firsl. midlIe, maiden sumame) Bessie M. Griffin 2Ob.lolo<......Ual;og.--.s 1_, ""'..... _, ",-I 219 E. Main street, Mechanicsburg, PA 17055 2',.PIao:eol_{_"_,~"'_"""'1 21............ICOyI_,_.,;pcodoJ <> III ~ 5 23<:. Dole S9led (1loolIl, do" ,..,1 24. TIITI8 of Death ~2.Z 25, _ "'_ 00", (Mooth, day.,..,1 r lA ctobey I 20Ci-' 26. Was Case R6tetr~ UecIcaI Examinet I C01oneI b a Reason 0IheI1hah Cremation OJ 00nab0n1 o Ve. ill No Part II: Enaer dher simiIicari Cl:ll'dion!;. mnlt11l;1lino to duttI, 28. Old Tobacco USe ConItibule 10 0eaIh? ...flOItedng....~<:ellSOjjwo.""'1. 0 Vos 0"- 0"" 0- 29.MFIfl'IIIt" ONotPt~..tlhIopast,ear 0",_.......,,_ 0...__,.....--....,. ,,- o "''''_,'''__43do,...,,.., O~__......._ 32c. PtlK:e 01 Injury: HQme. Fann, Street, fadOfy, Ollco~"'_) Ilemi 24-26 must be completed by pel'SOfl : whopronounces.dealh t, CAUSE OF DEATH (See ___.... "_10') Item 21. Pall J: EmeI \he ~ - diseases. quries, Of compliCations -1haI dir8CIIy caused Ihe dealt 00 NOT eoIeJ tellTlinaJ events such as cardiac arrest, r6SpfalOly arrest, or venllicular fibrilalion WiIhool showing Ihe eliolo!w. L.isl oNy one cause on each line. I Appfr>>;imateirltet\lat , Qnsello Dealh I , , : ., 2~ I , , : ? 10..,,((\1'4 , , . , , , , ='~~~..~ ~"'_,j.." =~=a =:e~.':..,""ltt!r.- ~~l{(d- e. en ~ 0 1\1, \U..e\ \ <\ '""1 Due 10(01' as a consequence 00: CAn Due to (or as a consequence 01): Due 10 tOf as a coosequeoce oI}: .. ""......_'F~ Available PnorIoCoolpleIion 01 CiU$e of Oeaih? 3Qa. Was.._ ...- 31. AIanneIcfDtlalh i'!N.W'" 0"""""" 0- Dpeodiog~,esl_ OS",.. oCoold... be Oet_ 32d. fmeotlrfJfy 32g L~"...,(so.""""'_,_1 0'" lli1No o Vos 0 No II, 33a. Co""" (d>ed< only ""'I CertIfying pb,.ian (Physician certifying cause of death when anoIher physiclilll has prooouoced death and ~ item 23) Tolhebtslllllfl'tWw..... dNCbocturreddutloltletaU:M(s)andNMlt'ultldecL.___.................. __... ___...... __............ _............_ PI'OI'IOUftCing and cerlifying phyaldan IPhy$ician both pronouncing deaU, and certitying kl cause of dealh) To the best of my knowtedge, dutb omarred at the Ume, dale, and place, and... 10 the c:auM(l) Ind mannw as 5tatecL _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ =~=.= and} Of Invelligation, in fRy opinion, death oc:c:uutd at the tiIM, date, and pIKe, and lb to the c:ause(s) and manner.s stafed_ 0 NI, })'-' 33d ""'" _ (Monlh, de, ,..,1 10, (( 0"7 Ii fil \!l o ! 1,1.1.1 I~I,L I^I '7~q Oisonsilion Permll No. M{n L 9...:fln ~ LAST WILL AND TESTAMENT I, MARY D. McCALEB, also known as MARY G. McCALEB, of the Borough of Mechanicsburg, County of Cumberland and Commonwealth of Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void all former wills and codicils by me at any time heretofore made. "" Q 'C::2 Co c.., FIRSf. I order and direct that all my just debts and funer~~~ense~e paid '~:r.-() , - ::~'.:::! 1:> ,. --i 1 by my Co-Executors, hereinafter named, as soon as conveniently :~1)e d~e after .~....-, . '- (")0 ,. 'JO-n v my decease. ;:.~c :::t: :::0 -j N SECOND. I hereby make the following specific bequests: c, co A. I give and bequeath the sum of Five Thousand and No/100 ($5,000.00) Dollars unto the TRINDLE SPRING LUTHERAN CHURCH, of ~ Mechanicsburg, Pennsylvania, for use in the general fund. LAW OFFICES MARLIN R. McCALEB B. I give and bequeath the sum of Ten Thousand and No/100 ($10,000.00) Dollars unto my granddaughter, CAROL LYNN KULA, absolutely, if she survives me. C. I give and bequeath the sum of Ten Thousand and No/IOO ($10,000.00) Dollars unto my granddaughter, KATHERINE MARIE KULA, absolutely, if she survives me. D. I give and bequeath the sum of Ten Thousand and No/1~0 ($10,000.00) Dollars unto my granddaughter, MELISSA SUSAN McCALEB, absolutely, if she survives me. Provided, however, that if my said granddaughter has not attained the age of twenty-one (21) years at the time of distribution of my estate, then and in that event larder and direct that the bequest herein provided for her shall be paid over and distributed unto her parents, MARLIN R. McCALEB and SUSAN SHANAMAN McCALEB (or to the survivor of them if either is not then ~ living), as my Trustees, IN TRUST, NEVERTHELESS, to hold, manage, invest and ~ ~ LAW OFFICES MARLIN R. McCALEB reinvest the same and the income therefrom, and after paying all expenses incident to the management of the Trust, to use and apply from time to time such portions of the principal and the net income of the Trust as may be necessary, in the sole and absolute discretion of my Trustees, for the comfortable support, maintenance, care and education, including college or other post-high school education or training, of my said granddaughter. My Trustees shall hold all income and principal from this Trust free from all claims, attachments, judgments, executions and liens of every kind and nature by creditors of my granddaughter and my granddaughter shall have no power to anticipate, assign, alienate, pledge, charge or encumber the income or principal of this Trust. When my granddaughter attains the age of twenty-one (21) years, this Trust shall terminate and my Trustees shall pay over and distribute the remaining balance of principal and accumulated income, if any, to her. If my granddaughter shall die before attaining the age of twenty-one (21) years, then upon her death this Trust shall terminate and my Trustees shall pay over and distribute the remaining balance of principal and accumulated income, if any, unto -2- ~ her intestate heirs as determined by the intestate laws of the Commonwealth of pennsylvania then in effect. THIRD. I give, devise and bequeath all the rest, residue and remainder of my estate, real, personal and mixed, whatsoever and wheresoever situate, in equal shares unto my children, namely: MARLIN R. McCALEB and MARY E. KULA, share and share alike, absolutely and in fee simple. FOURTH. In addition to any other powers conferred by law, my Trustees named in Item SECOND, above, are hereby expressly authorized and empowered at all times, in their sole and absolute discretion: A. To purchase, invest in or otherwise acquire and to retain, whether originally a part of the Trust estate or subsequently acquired, any and all stocks, bonds, notes or other securities, or any variety of real or personal property, "\~ including stocks or interests in investment trusts and common funds maintained by ~ any bank, or interest-bearing accounts or certificates issued by any bank, as they LAW OFFICES MARLIN R. McCALEB may deem advisable without being limited by any statute or rule of law prescribing or relating to legal investments by trustees; and to hold or retain cash or readily marketable securities of little or no yield for such periods as they may deem advisable. Investments need not be diversified and may be made or retained with a view to a possible increase in value. B. To sell at public or private sale, to exchange or 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 may -3- LAW OFFICES MARLIN R. McCALEB deem proper. C. To allocate receipts and expenses to principal or income, or partly to each, as they may from time to time deem proper in their sole discretion. FIFTH. All federal, state and other death taxes payable because of my death, with respect to the property forming my gross estate for tax purposes, whether or not passing under this Will, including any interest or penalty imposed in connection with such tax, shall be considered a part of the expense of the administration of my residuary estate and shall be paid out of the residue of my estate without apportionment or right of reimbursement. LASTI.. Y. I nominate, constitute and appoint my children, MARLIN R. McCALEB and MARY E. KULA, Co-Executors of this, my Last Will and Testament, each to serve without bond in this or any other jurisdiction. IN WITNESS WHEREOF, I, MARY D. McCALEB, also known as MARY G. McCALEB, have hereunto set my hand and seal to this, my Last Will and Testament which consists of five (5) typewritten pages to each of which I have affixed my signature this 61 ~ day of ()/ ~:....~ , A.D., One Thousand Nine Hundred Ninety-Three (1993). 17t/~ %'ke&A.1!.--CSEAL) The preceding instrument, consisting of this and four (4) other typewritten pages, each identified by the signature of the Testatrix, was on the date thereof -4- ""'~'. "'-. ~ LAW OFFICES MARLIN R. McCALEB signed, sealed, published and declared by MARY D. McCALEB, also known as MARY G. McCALEB, the Testatrix therein named, as and for her Last Will and Testament, in the presence of us, who, at her request, in her presence, and in the presence of each other, have subscribed our names as witnesses hereto. ~~a~ ~__t1 k~~ -5- ~ \ 0'1 OC'to~ OATH OF SUBSCRIBING WITNESS(ES) . o So .s"" :0 \.u-o n.,::r.:O TJ.>r- c-zrn ".1> -:(:0 Z(f):;>:::: . .-::J C") 0 .")0" ...........r- ; II....- .~ :::0 -0 --I J> REGISTER OF WILLS CUMBERLAND COUNTY, PENNSYLVANIA Estate of MARY D. McCALEB, also known as MARY G. McCALEB Marlin R. McCaleb r--..> = = .........s o c-> --l I U1 -0 :Jt N o co , Deceased ,J(~~ subscribing witness to (Print Name/s) the ~Will [}~~~presented herewith, ~ being duly qualified according to law, depose(s) and say(s) that J6ti/ he / tti)Cx was / ~Wiex present and saw the above xlistiiklrx'Testatrix sign the same and that JSble / he / &qx signed the same and that xlltot/ he / ~ signed as a witness at the request of the x&Sd:ator / Testatrix In her / m presence and in the presence of each other. M~ (Signature) a 1 in R. McCaleb (Signature) 219 East Main Street (Street Address) (Street Address) Mechanicsburg, PA 17055 (City, State, Zip) (City, State, Zip) Executed in Register's Office Sworn to or affirmed and subscribed before me this t1 day OCft>kl , ~1 Executed out of Register's Office Sworn to or affirmed and subscribed before me this of day Notary Public My Commission Expires: (Signature and Seal of Notary or other official qualified to administer oaths. Show date of expiration of Notary's Commission.) NOTE: To be taken by Officer authorized to administer oaths. Please have present the original or copy of instrument(s) at time of notarization. FormRW-03 rev. 10.13.06 ~\ o( O~Ol () Co OATH OF SUBSCRIBING WITNESS(ES) rB~~ -> Z ::0 7~u3^ :.::700 ::)0., DC ,- ::0 -u'-/ )> CUMBERLAND REGISTER OF WILLS COUNTY, PENNSYLVANIA Estmeof MARY D. McCALEB, also known as MARY G. McCALEB Susan H. Goodridge '"'" '= = -... o ("? --f I Ul -0 ::J: ':'? o OJ , Deceased , ~~ a subscribing witness to (Print Namels) the}Qt Will ~ presented herewith, ~) being duly qualified according to law, depose(s) and say(s) that she ~u*:tbi'eo/ was /~ present and saw the above 'RlSStxront Testatrix sign the same and that she / uiJtu-y signed the same and that sheJi~J signed as a witness at the request of ill her / m presence and in the presence of each other. ~.~<._' ""_ Susan H. Goodridge ~ the ~R/ Testatrix (Signature) 139 Easterly Drive (Street Address) (Street Address) Mechanicsburg, FA 17050 (City, State. Zip) (City. State. Zip) Executed in Register's Office Sworn to or affirmed and subscribed Executed out of Register's Office Sworn to or affirmed and subscribed before me this day before me this f- f;( of Oefo/;e~ day , 2d'o7. of d;~R-~ Notary Public My Commission Expires: (Signature and Seal of Notary or other official qualified to administer oaths. Show date of expiration of Notary's Commission.) Deputy for Register of Wills To be taken by Officer authorized to administer oaths. Please have present the original or cJmY of instrument{sl at time of not!l.l:.iAltjQIl. c;uMMONWEAL TH OF PENNSYLVANIA Notarial Seal Marlin R. McCaleb, Notary Public Meohanicsburg Bom, Cumberland County My Commission Expires Dec. 14,2010 Member, Pennsylvania Association of Notaries NOTE: Form RW-03 rev. /0./3.06