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HomeMy WebLinkAbout11-30-07 PETITION FOR PROBATE AND GRANT OF LETTERS REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA d... \ () '- t cYld Estate of AMY JEAN CONRAD also known as JEAN CONRAD File Number , Deceased Social Security Number 197-03-8575 Petitioner(s), who is/are 18 years of age or older, apply(ies) for: (COMPLETE 'A' or 'B' BELOW:) I{] A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is / are the FIRST EXECUTOR last Wi II of the Decedent dated MAY 24, 2000, and codicil( s) dated NONE 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: NONE o B. Grant of Letters of Administration (If applicable, enter: c.t.a.; db.n.c.t.a.; pendente lite; durante absentia; durante minoritate) 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: (If Administration, c.t.a. or d.b.n.c.t.a., enter date of Will in Section A above and complete list of heirs.) ~ Q ::5 z Name Relationshi :z <::) N U) o 'I '" (~ ,rn (~ "', -:0 (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. :::,"J :::-1 Decedent was domiciled at death in CUMBERLAND County, Pennsylvania with his / her last principal re;i'dence at 100 MOUNT ALLEN ROAD, UPPER ALLEN TOWNSHIP. MECHANICSBURG, P A 17055 (List street address, town/city, township, county, state, zip code) Decedent. then 90 years of age, died on NOVEMBER 14,2007, MECHANICSBURG, PA 17055 at MESSIAH VILLAGE, 100 MOUNT ALLEN ROAD, Decedent at death owned property with estimated values as follows: (If domiciled in P A) 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 300,000.00 $ $ $ $ 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: JOHN H. GROFF, I CHELTON CIRCLE, CAMP HILL, PA 17011 Form RW-02 rev. 10.13.06 Page 1 of2 Oath of Personal Representative COMMONWEAL TH 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 ofPetitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. before me the ...'-J1J day of ~~~ Sign~/ e of Persona Repr ntativ Sworn to or affirmed and subscribed I,j o r- .:;~ ::f2o "--., j"'"'""'- , <i'l I"-> = = . :-n ~'~;: ,\:,!) ~:~~ ~~~ _U ':::) ,c') , '1""-: " ("5 (""1 Signature of Personal Representative Signature of Personal Representative (j)^ :') .~'........ ,_.I z o -c:: L:l o :D> ::J: C3 .. File Number: ~ ~ D l l 0 Drlf :6 -:.? --, _....-~ N W , " ,.-.) --' ... > ,-'1 Estate of AMY JEAN CONRAD , Deceased Social Security Number: 197-03-8575 Date of Death: NOVEMBER 14, 2007 AND NOW, ~\t',}UQr{\~ (j:) , ~)'"l..-, in consideration of the foregoing Petition, satisfactory proof having been presented before me, IT IS DECREED that Letters TESTAMENTARY are hereby granted to JOHN H. GROFF. EXECUTOR in the above estate and that the instrument(s) dated MAY 24, 2000, described in the Petition be admitted to probate and filed of record as the last W' I (and Codic'l(s)) of Decedent. FEES Letters ..tO~ t(ThD. . . . . $, j(l.) Short Certificate(s) . .\. 5. .. $ /d) Renunc'at" n(s) .......... $ '" $_\S ... $ \0 :;-' .. . $ ...$ ...$ ...$ ...$ ...$ . .. $ lJ,A1\. ---ttOtT TOT AL .. . . . . . . . . . . .. $ -U!1 Attorney Signature: Register iff Wills A~~~~ Attorney Name: S. BERNE SMITH, ESQ. Supreme Court 1.0. No.: 7254 Address: 107 N. 24TH STREET CAMP HILL, PA 17011-3602 Telephone: 717-737-6789 Form RW-02 rev. 10.13.06 Page 2 of2 BIOS.80S REV (OliO?) 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 is correctly copied from an original Certificate of Death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. ~ I?~. NOV/, 61107 Local Registrar Date Issued P 13989379 r-:> = = --l % o ...:: (...) o :-.") ;}j ('~) tx=1 i~~ C::J (-1, ~,~ -'n ("') rT. ~_.' C) ~)r REV 111200fS PRINT IN IlAN.NT CK INK COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH (See Instructions and examples on reverse) ,,~o ':i.n ~ -0 )> ~ s> N c..:> 0\ 094 ad. FaciUIy Name (111lO! institution, gills street and number) f.' STATE FILE NUMBER ~\ 1. Name of Decedent (First, middle, ~st, suffix) Amy Jean Conrad 5. Age (Last Birthday) 3. Social Security Number 197 - 03 4. Dare of Dealh (Month, day, year' 8575 November 14, 2007 6. Oate of Birth (Month, day, year) 23, 1916 Danville, PA Sa. Place of Death (Check only one) Hospital: Other: Dtnpallent DER/Outpalient DOOA ~rsingHOme DResidence DOlher-Specily: 9. Was Decedenl of Hispanic Origin? !XI No 0 Yes 10. Race:.American Indian, Black, White, etc, (II yes, speci~ Cuben, (Specif;j Mex;can,PuerfaRican,elc.) White 13. Decedent's Ed on (Specify only highest grade completed) Elementary I Secondary (0-12) College (1-4 or 5+) 12 14. Marital Status: Married, Never Married, Widowed, Divorced {Specify, Widowed . 16. Dec&dent's Mailing Address (Straet, city / town, stale, zip code) 100 Mount Allen Road Mechanicsburg, PA 17055 Decedent's Actual Residence 17a. State 17b. County Pennsylvania Cumberland Did Deced&n1 Live in a Township? 17c.1XI Yes, Decedenl Live<! '" ll:pper Allen 17d. 0 No, Decedenlllved within Actuallimlls of Twp 18. Father'sN8111e (First, middle, last, suffix) James E. Hicke 19. Mother's Name (First, middle, maiden surname) Dorothy E. Green 2Qb, Informant's Mailing Address (Street, clty I town, state, zip code) 1 Chelton Circle, Camp Hill, PA 17011 City/Bore 21c. Place of Disposition (Name 01 cemetery, crematO!)' Of other place) 21 d, Location (City /lown, slate, zip code) Cremation Society of PA 22c.NameandAd<fressofFaci6~ Auer Memorial Home and 4100 Jonestown Road Harrisbur 23b. license Number 17109 23c. Date Signed (Month, day, year) ~.':Fe I' M. ff' -r CAUSE OF DEATH (See Instructions end examptee) Approximate interval: Item 27. Part I: Enter the ~ - mseases, injuries, or comp'fcations -/hat diredty caused !he death. DO NOT enter terminaJ fWanls such as canliac arresl, Onset 10 Daath respiratOly arrest, or ventricular fibrillation wilt'tout showing the eliology. List only one cause on each line. 26. Was Case Referred to Medical Examiner r Coroner for a Reason Other than Cremation or Donation? DYes DNa ~~~~~\~~ a. tJYObtlhle L/ru.-uPYUJ/'Ua Due to (orh a consequence o~: I (0 ciJu(J Part II: Enter other sianificanl condilions conlrihullna to dealh, 28. Did Tobacco Use Contribute to Death? but not resulting in the underlying cause.&iv&n in Part!. 0 Yas 0 Probably 0ii0 0 Un~nown Sequen1::h:=:~ ~. ~ UNDERLYING CAUSE ~~1n~~~~ b. !2d l/tI/JIJ Led /11.dur /JU/S; cUYU.t.uXt. it 29. If Female: ff Not pregnant within past year o Pregnant at time of death o Not pregnant. but pregnant within 42 days 01 death o Not pregnant, but pregtant 43 clays to 1 year before death o Unknown if pregnant within the past year 32e. Place of Injury: Home, Fann, Street, Fectory, OlIiceBuildlng,elc. (Specify) Due to (or as a consequence of): c. Due 10 {oc as a consequence of}: DYes ~ 3Ob. Were Autopsy Findings AvaQbIe Prior 10 Completion of Cause of Death? o Yes ~ 31.M~ofDeath ffNatural 0 Homicide o Accident 0 Pendilllf Investigation o Suicide 0 Could Not be Detenn~ed 32d. Tme of Injury 32g. Location of Injury (Street, city f town, state) 3Oa. Wes all Au\qlsy Perlanned? M. 330. Certifier (check on~ ooe) CeI1lfYlng physfclan (PIlysician certJljing cause 01 deaflt wIteII aoafIter physJcian has pronounced deaflt and completed lIem 23) To the best of my knowtedge, dnth occurred due to the Cluee(S) and mlnneras elated-...... _ _..... _ _........ _ _...... _..... _ _... _ _........ _...... _...... =:':,:~~=~(=; ::ti~:i~..~~~~ol~ca::~~~~ manner.. stated..... _........... _.............. _...... _ _ 0 ~~:m~n:r~~= and I Of InvesUgaUon, in my opinion, death occurred It the time, date, and "lace, and due to the ClU86(s) and manner at sfBfe(C 0 33d. Date Signed (Month. day, year) 11-/5-.2007 35. Registrar's ~ 10'-1/10<1/1" 34. Name and Address of Person Who Completed Cause of Death (IIem 27) ~ (Prinl .5~H lUoo.R.t.f4~t1 .In'::' /00 rnr /9t..(j;;;U..z>~/v5 Fn e I ~ S ~ J<<. c; ;0 /-} I 7t}5';S'" Disposition Permit No. 0070622 LAST WILL AND TESTAMENT OF o ::0 -0 -~C) :-=;: r=; :0 .^ AMY JEAN CONRAD ~ ~-T/I ;:bo ::K a .. N I, AMY JEAN CONRAD, of Camp Hill, Cumberland County, Pennsylv~, being of sound mind and disposing memory, though I realize the uncertainty of this life, I have full confidence and trust in my Lord and Savior, Jesus Christ, in His death on the cross for my sins and in His shed blood as an atonement for my soul; and I know by faith that because of His sacrifice on the cross for me I have eternal life, do hereby make this Will, hereby revoking all my former Wills and Codicils: Article One: Tangible Personal Property: S 1.1 I bequeath all my tangible personal property in accordance with the terms of a personal property memorandum I may prepare. If no personal property memorandum is located or received by the Executor within 60 days after being appointed, after conducting a reasonable search for the memorandum, the Executor shall be held harmless for distributing such property as hereinafter provided. S 1.2 I bequeath the tangible personal property not disposed of by the personal property memorandum, or all of such property if no such memorandum is located, to be divided between my sister-in-law, Nancy Ruth Hickey, ofDanville, PA, and my neighbor and friend, Carol Groff, of Camp Hill, P A, with each taking turns selecting items, with Nancy to make the first selection. Any items not selected shall be sold and pass as a part of my residuary estate. Article Two: Residue: S2.1 I devise and bequeath all the residue of my estate of whatever nature and wherever situated as follows: S2.1.1 Fifty Thousand Dollars ($50,000.00) to my sister-in-law, Nancy Ruth Hickey, per stirpes. 1 '" <= = -.. ~ C5 -< w C> :u 1"., C) c..~ ::0 C.:J 'IT1 CJ C") ., --n (-') I'll c~-) 0 '71 ~2.1.2 All the rest of my estate shall be divided into two equal shares and distributed as follows: a. One share as a charitable bequest to my present church, St. Luke's Episcopal Church, Mechanicsburg, P A, for the general Christian ministry of the church; and, b. One share as a charitable bequest to my home church, Christ Memorial Episcopal Church, Danville, P A, for the general Christian ministry of the church. Article Three: Provision for Debts and Expenses: I direct that any of my legally enforceable debts, any expenses of my last illness, funeral and burial, and any of the administrative expenses of my estate shall be paid from the principal of that portion of my estate disposed of by Article Two of this Will. Article Four: Appointment of Fiduciaries: ~4.l I appoint my friend, John H. Groff, of Camp Hill, P A, Executor of this Will. If John H. Groff should be unwilling or unable so to serve, then I appoint my sister-in-law, Nancy Ruth Hickey, of Danville, P A as first, contingent Executrix. All references herein to the "Executor" shall mean my originally appointed Executor or any successor Executrix, as the case may be. Article Five: Powers of Fiduciaries: ~5.1 No fiduciary under this Will shall be required to give bond or other security for the faithful performance of his duties. ~5.2 Any such fiduciary shall have the following powers, in addition to those given by law: ~5.2.1 To invest in, accept and retain any real or personal property, including stock of a corporate fiduciary or its holding company, without restriction to legal investments; ~5.2.2 To sell, exchange, partition or lease for any period of time any real or personal property and to give options therefor for cash or credit, with or without security; ~5.2.3 To borrow money from any person including any fiduciary acting hereunder, and to mortgage or pledge any real or personal property; 2 S5.2.4 To hold shares of stock or other securities in nominee registration form, including that of a clearing corporation or depository, or in book entry form or unregistered or in such other form as will pass by delivery; S5.2.5 To engage in litigation and compromise, arbitrate or abandon claims; S5.2.6 To make distributions in cash, or in kind at current values, or partly in each, allocating specific assets to particular distributes on a non-pro rata basis, and for such purposes to make reasonable determinations of current values; S5.2.7 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; S5.2.8 To allocate, in the Executor's sole and absolute discretion, any portion of my exemption under Section 2631(a) of the Internal Revenue Code to any property as to which I am the transferor, including any property transferred by me during my lifetime as to which I did not make an allocation prior to my death; S5.2.9 To create, except when the fiduciary is a beneficiary ofthe subject trust, with respect to all or any part of the principal of any trust hereunder, including a pecuniary amount, by a written instrument a general testamentary power of appointment within the meaning of Section 2041 of the Internal Revenue Code in any beneficiary thereof and to eliminate such power for all or any part of such principal as to which such power was previously created and to divide trust principal into two fractional shares based upon the then portion of the trust that would be includable in the gross estate of the beneficiary holding such power ifhe died immediately before such division (in which case the power shall be over the entire principal of one share and not the other), with each share being administered as a separate trust, unless such fiduciary shall thereafter elect to combine such separate trusts into a single trust; to exercise the foregoing discretion to create or eliminate a general testamentary power of appointment when such fiduciary determines that the inclusion of the property affected thereby in the beneficiary's gross estate may achieve a significant savings in transfer taxes by having a federal estate tax in lieu of a Chapter 13 tax imposed by the Internal Revenue Code on the property subject to such power of appointment or may achieve significant income tax benefits; S5.2.10 To disclaim any interest I may have in any estate if the Executor deems such disclaimer to be in the best interests of my estate and the beneficiaries thereof; S5.2.11 To terminate any trust created herein, the principal of which is or 3 becomes too small in the Trustee's discretion to make the establishment or continuance of the trust advisable, and to make immediate distribution of the then remaining trust property to the beneficiary then entitled to the income of the trust property or, ifthere is more than one beneficiary, to the beneficiaries then entitled to the income of the trust property in proportion to their respective interests therein or, if such interests are not defined, in equal shares to such beneficiaries; provided, however, no Trustee shall participate in any decision to terminate such trust if by reason of such termination such trustee could receive a distribution of trust property from such trust as aforesaid. The receipts and releases of the distributee(s) will terminate absolutely the right of all persons who might otherwise have a future interest in the trust, whether vested or contingent, without notice to them and without the necessity of filing an account in any court; and S5.2.12 To merge any trust created hereunder with any other trust or trusts created by me or my spouse under will or deed, if the terms of any such trust are then substantially similar and held for the primary benefit of the same person or persons. Article Six: Provision for Taxes: S6.1 All estate taxes, inheritance taxes, transfer taxes and other taxes of a similar nature payable by reason of my death to any government or subdivision thereof upon or with respect to any property subject to any such tax ("Death Taxes"), and any penalties thereon, shall be paid by the Executor out of the principal of that portion of my estate disposed of by Article Two of this Will, and all interest with respect to any such taxes shall be paid by the Executor out of the income or principal or partly out of the income and partly out of the principal of such portion of my estate, in the absolute discretion of the Executor, without reimbursement from or apportionment among the beneficiaries, recipients or owners of such property for any such taxes, penalties or interest; provided, however, the Executor shall not pay any such taxes, penalties or interest attributable to any property included in my estate solely because of a power of appointment thereover which I possess but have not exercised or any qualified terminable interest property; provided further, however, the Executor shall not pay any supplemental federal estate tax, or any penalties or interest related thereto, imposed by Section 4980A(d) of the Internal Revenue Code, which supplemental federal estate tax, together with any penalties or interest related thereto, shall be borne by the recipients of the qualified plan benefit (including my estate if it is a recipient of any such benefit) giving rise to such supplemental federal estate tax in proportion to their respective interests therein. 4 Article Seven: Miscellaneous Provisions: S7.1 As used in this Will, the term "Internal Revenue Code" shall mean the Internal Revenue Code of 1986, as amended from time to time, or the corresponding provision of subsequent law.. S7.2 Whenever the Trustee is directed to distribute property to or for the benefit of any beneficiary who is under (a) eighteen years of age, or (b) a legal disability or otherwise suffers from an illness or mental or physical disability that would make distribution directly to such beneficiary inappropriate (as determined in the Trustee's sole discretion exercised in good faith), the Trustee may distribute such property to the person who has custody of such beneficiary, may apply such property for the benefit of such beneficiary, may distribute such property to a custodian for such beneficiary, whether then serving or selected and appointed by the Trustee (including the Trustee), under any applicable Uniform Transfers to Minors Act or Uniform Gifts to Minors Act, may distribute such property directly to such beneficiary's estate, or may distribute such property directly to such beneficiary (except if any of the conditions hereinbefore described in (b) apply), without liability on the part of the Trustee to see to the application of such property. This provision shall not in any way operate to suspend such beneficiary's absolute ownership of such property or to prevent the absolute vesting thereof in such beneficiary. S7.3 Except as otherwise may be provided in this Will, during the continuance of any of the trusts created under the provisions of this Will, and thereafter until the property is distributed to and received by any beneficiary hereunder, the principal sums thus held in trust for any beneficiary, respectively, and the income thereof shall not be subject to or liable for any contracts, debts, engagements, liabilities or torts of such beneficiary now or hereafter made, contracted, incurred or committed, but shall be absolutely free from the same, and such beneficiary shall have no power to sell, assign or encumber all or any part of the principal sums or such beneficiary's interest therein, respectively, or the income thereof, or to anticipate the income. 5 97.4 If any beneficiary hereunder should die within thirty (30) days after me or within thirty (30) days after any other person the survival of whom determines his rights hereunder, then such beneficiary shall be deemed to have predeceased me or such other person for all purposes hereunder. IN WITNESS WHEREOF, I, AMY JEAN CONRAD, have hereunto set my hand and seal to this, my last Will, typewritten on seven (7) sheets of paper, including the self-proving attestation clause and signatures of witnesses, this 2- <-1 /J day of n A )I , 2000. ~c ~~--f AMY CONRAD (SEAL) Signed, sealed, published and declared by the above named AMY JEAN CONRAD as and for her last Will, in the presence of us and each of us, who, at her request and in her presence and in the presence of each other, have hereunto subscribed our names as witnesses thereto the day and year last above written. Ad] ~ Residing at r l/d!;;:;;;JResiding at /'() t~ ~ Residing at COMMONWEALTH OF PENNSYLVANIA: : SS. COUNTY OF CUMBERLAND 1. 104 t;" u., II€~ 'F"/'l..)7 I P.-JrE E ~o LA, ~ J9, J? (;) "2..r " /03S- OP","V/lFW C-t~c..~,," niP i'L ~ r cJ .oJ /tol r /4 . I i tJ 5" 7 , L '" 7J Jr /0 7 tv \ t fin P i-l/ L (.. , //7 ('") 0 11 /) C)l'~.." r; l.f '? /1. t:' 1\ IN I # /' We, AMY JEAN CONRAD, the testatrix, and Uc.A c:.. J 14 )9 .. f':r '-'t XI 1\ 1" , and 6 S 13 <E/J... IV iF ~ / r 1-1 , the witnesses, 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; that the testatrix signed willingly and 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 Will as a witness and that to the best of his or her knowledge the testatrix was at that time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. a ~ ~~~ AMY~ C~RAD ' # cl~- ~tl.~ WItness A J?~~~ 4.~ Witness Subscribed, sworn to and acknowledged before me by AMY JEAN CONRAD, the testatrix, and subscribed fJ O~ (J;TN Y /9~ fA w" A.J s: /) ,Cjl,)Alc Jh IT 1/ to before /). Jr IA J4. A .r- 2 I~ 7J , the witnesses, this I and sworn JLA. L ) ~ me by and day of /(//y ,2000. (1Yau~f: f{(f;(L Notary Public My Commission expires: SEAL Notarial Seal Laure E. Kane, Notary Public Hampden Twp., Cumberland County My Commission Expires Nov. 15, 2003 Member, Pennsylvania Ast:ocIation 01 Notaries 7 , ^\o\\oQ4 S. BERNE SMITH Attorney-at-Law 107 N. 24th Street Camp Hill, PA 17011-3602 PHONE: (717) 737-6789 FAX: (717)737 -6783 November 30, 2007 In re: Estate of Amy Jean Conrad; DOD 11-14-2007; SS# 197-03-8575; EIN: P A File No. My file: 60002 Ms. Glenda Farner Strasbaugh Register of Wills Courthouse 1 Courthouse Square Carlisle, PA 17013-3387 Dear Ms. Strasbaugh: "> <::::) = ~ -- -- C) .....:: W o ;::!> :z S? N W c..-~~ r.--.... .. -:: '~..._.J , o~R ,:.=:~ r-'i-l _0) Please find enclosed the following items with respect to the probate ofthe Will of Amy Jean Conrad: 1. The original and a copy of her last Will dated May 24,2000. You will note that it is a self-proving Will, and fiduciaries named therein are excused from filing bond. 2. A death certificate. 3. The completed Estate Information Sheet. We request that there be issued 15 short certificates, reflecting the appointment of John H. Groff as Executor. Mr. Groff will pay the requisite fees when the Will is presented for probate. If there are any questions, please contact the undersigned. Thank you for your help in the case. It is a pleasure to work with your Staff. Sincerely yours, ~IJ~~ S. Berne Smith Enclosures: cc: John H. Groff, Executor