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HomeMy WebLinkAbout02-12-08 PETITION FOR PROBATE AND GRANT OF LETTERS REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Estate of Lela A. Griaonis also known as File Number (~\ O~ 0\S3 , Deceased Social Security Number 205127579 Antonv M Griaonis and Robvn J Szoke Petitioner(s), who is/are 18 years of age or older, apply(ies) for: (COMPLETE 'A' OR 'B' BELOW:) [K] A. Probate and Grant of Letters Testamentaryand aver that Petitioner(s) is / are the Co-Executors last Will ofthe Decedent dated 9/20/1985 and codicil(s) dated 10/24/2002 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.t.a.; d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritate) (: . ) :2~~" Petitioner(s) after a proper search has / have ascertained that Decedent left no Will and was survived by the following spouse (if a:rty) and hciT~'(lf Administration, c.t.a. or d.b.n.c.t.a., enter date of Will in Section A above and complete list of heirs.) '~'3 '-- Name Relationshi Residence '.....0 ""r:' ~ r..) C_, (COMPLETE IN ALL CASES:) Attach additional sheets ifnecessary. Decedent was domiciled at death in Cumberland 1636 Lowell Lane New Cumberland (List street address. town/city, township. county, state, zip code) County, Pennsylvania, with his / her last principal residence at PA 17070 Lower Allen Cumberland Decedent, then 83 500 University Drive years of age, died on 1/28/2008 at Milton S Hershev Medical Center Hershev PA 17033 Decedent at death owned property with estimated values as follows: (If domiciled in P A) 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 $ $ $ $ 250 000 00 situated as follows: Wherefore, Petitioner(s) respectfully request(s) the probate ofthe last Will and Codicil(s) presented with this Petition and the grant of Letters in the appropriate form to the undersigned: Typed or printed name and residence Rob n.<;~ok CD kIts II {co (,Pit 7 1'D~yGRI(;"~S /6.1(,. L o~d( LAJ4.. A/t!4Jtfl--tAl".,f rf'AI7o'TO Form RW-02 rev. 10.13.06 Page 1 of2 Oath of Personal Representative COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF CUMBERLAND The Petitioner(s) above-named swear(s) or affmn(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 day of ~~miR'~ Ce//Xfi-' . Signature of Personal Representative Sworn to or affmned and subscribed ~ .~ Signature of Personal Representative - ". . ,." File Number: ~\ (1) ()~S~ (..;..,) Estate of Lela A Griaonis , Deceased C+) c-' Social Se~ity Number: ;Q.512~ Date of Death: 1/28/2008 AND NOW, iP hrtAftJL-LJ / ;J.., , 2008 , in consideration of the foregoing Petition, satisfactory proof having been presented before me, IT S DECREED that Letters Testamentarv are hereby granted to Antonv M Griaonis and Robvn J Szoke Co-Executors in the above estate and that the instrument(s) dated 9/20/1985 and 10/24/2002 described in the Petition be admitted to probate and filed of record as the last Will (ap.d Codicil(s)) of i . .~ ~ l~ 01."' Letters ...............,............. $ Short Certificate(s) .....~... $ Renunciation(s) ................ $ L.:::Ji II $ ,~(P $ ~~, +0 $ ('. ;t1 \ C1 I $ $ $ $ $ $ TOTAL ............................. $ 310 .;lb f ~p FEES Attorney Signature: Ie; ,b Attorney Name: R Mark Thomas Esauire S IS- Supreme Court J.D. No.: 41301 Address: 101 South Market Street Mechanicsbura PA 17055 Telephone: 717-796-2100 ,~75: FormRW-02 rev. 10./3.06 Page 2 of2 LOCAL REGISTRAR'S CERTIFICATION OF DEATH WARNING: It is illegal to duplicate this copy by photostat or photograph, Ccnificat:"1l Number /f.;fiill!{';/i7i;;-;;/,;~,;;~';., I';i"~~~!-tl OLe[,f~:c~ "l.;:,.~/'.. .,'4J'.."'-~ ",~/ ,~~\ (~.""'~. -iit.....c.-~ (~ ~ \~ ''''1\ ((~: . t:~.. .~~! \1 ,*~- "'__~-"-': '-'--'~i * if \~~'" .~/! \~"'- '~.I>" ..~~'/l '?::---_'Tri..-E,'T""\ 'f: ,".'v ~;;',,;~" t /1' U ! ,IllY ~!!!f':.~!!fl~/ This is to certify that the infurmatiun here given IS correctly copied fron an original Certificate of Death duly filed with me as LllL'a! Regislrar. The origlllal certificate will be forwarded to the State Vital Recmcls Office tor permanent filing. h:c f('r ,hi, certiliL IlL' )'> 00 P 14131090 ~---~------- .-------.----.-- ~~jd~~L~g Dale Issued i"~_J ~:'::':"") <::::,) C.t:J -..,., r-'I'l CD r0 -u GJ Hl0S-143 REV 11/2006 TYPE I PRINT IN PERMANENT BLACK INK COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH' VITAL RECORDS CERTIFICATE OF DEATH (See Instructions and examples on reverse) ~,:-;. (,..) O~ O~Sd 11. Decedent's Usual lion Kind of work done du Kindo/Work Homemaker 12. Was Decedent ever in the U.S. Armed Forces? KJVes DNo 10. Race: American Indian. Black, White, etc. (Spoc;ty! Hhi te 1. Name 01 Decedent (First, midcIe, last. su~) Lela A. 5. Age (Last Birtl1da)') 6. Date of Birth (Monlh, day, year) 83 v~ Nov. 8, 1924 Shamokin, PA Bet, Facility Name (If not institution, give street and number) M.S. Hershey Medical Center .(~ most of lite. Donol stale retired Kind of Business/Indusby Own Home 13, Decedent's EdUcation (Specify only hi~est grade completed) Elementary I Secondary (o-1M A COllege (1-4 or 5+) 14. Marital &atus: Married, Never Married, Widowed, Divorced (Specif)1 Hidowed N/A . 16. Decedent's Mailio:lg Address (Street. city I town, state, zip code) 1636 Lowell Lane New ctunberland PA 17070 Decedent's ActuaIResidence 17a. Slate 17b. County Pennsylvania Ctunberland Old Decedent Liveina Township? 17c.~ v".~Il.""'i, Lower Allen 17d.D No,Deceden1:Livedwithin Actual Umils of Twp. City/Boro 18, Father'sNarne (First, middle, last. suffix} Joseph Hatz 201, Informant's Name (Type f Print) Anton Gri onis 19, Mother's Name (First, midcle, maiden surname) Florence Smink 2Ob. Informant's Mailing Acklress (Street, city/town, state, zip code) 1636 Lowell Lane, New Clnnberland, PA 17070 21c. Place of Dispo&itior1 (Name of cemetery, crematory or other place) 21d. location (City llown, staie, zip code) Bethlehem Memorial Park Bethlehem, PA 18017 22c. Name and Address of Facility Pearson FH Inc. 1901 Linden St., Bethlehem, PA 18017 23b. Ucense Number 23c. Date Signed (Month, day, year) o~ 26. Was Case Referred 10 Medical Examiner I Coroner for a Reason Other than Cremation or Donation? D Yes :/aNo Approximate interval: Onset 10 Death 28. Did Tobacco Use Contribute to Death? D VOS DP""'" DNo Du,,- 29. If Female' o Notpregnanl within past year o Pregnant at lime of dealh o Nolpregnanl, but pregnanl within 42 days ol_ D Not pregnant, but pregnanl43 days to 1 year beloredeath D Unknown if pregnant within the past year 32c. Place of I.njury: Home, Farm, Street, Factory, OffICe Building, etc. (Speedy) =~~~~I)dise~ I'lI"'""luln~~plQ Ch( DLlElto (or Is a consequence : ~""d.~e... <:t d .~ -..i Sequentially list conditions, ifa.ny, ~~1::~~~~ru~a. (disease or injury that initiated the fMlr\lsresullihgrndeath)WT. b. DLIEI to (or as a consequence of): Due to (or as a consequence of): D V" I]J No Dv" DNo 31. Manner of Death G{Na"''' D- o Accident o Pending Investigation o Suicide 0 Could Not be Determined 32d. Timeoflniury 329. Location 01 Injury (Street, city ftown, state) d. -'I) ~ 3Oa. Was an AlIlopsy Pe_ 3Ob. Were Autopsy Fincings Available Prior to Completion of Cause of Death? M c l() 331. Certifier (chl!l;k only one) Certifying physician (Physician certifying cause of death when another physician has pronounced death and completed Item 23) lothe bntofmy knowItdge, dnth occumddultOtheClUH(ljandmanneru..ted.. _ _ _ _ __ _ __ _ __ __ _ __ --- -- - -- - -- - - - - 0 ==~~ ~~~::=~:~i~~~n:::::ce~.::;~,::~~.~ manner 1111Ittd.. _____ __ _ __ __ - - - -- ~ ~~ ~:m::r~= and f or investigation, In my opinion, delln occurred 81 the time, date, and place, and due to the ClUH(I) and manner ,11tated.. 0 ~ z c ~ " c c w ~ 1/ 8' i r 36. Date Filed (Month,day, year) I I I 1 1.:2 I -.so-cS' 0062576 301. Name and Address of Person Who Completed Cause 01 Death (Item 27) Type I Pri~. S. Hershey Medical Ctr. I~ '(~, tV Hershey, PA 17033 Disposition Permit No CP/M CWT8 32901.ww 329.01 Will 6/17/85 LAST WILL AND TESTAMENT (..-- . . , , r.... ':J ''":" ~i i ~ .J __. - -j OF r-", ~ , ,': LELA A. GRIGONIS j-~; t .....) I, LELA A. GRIGONIS, presently of the Township of Lower) Saucon, County of Northampton and Commonwealth of Pennsylvania, declare this to be my Will, and I revoke all prior Wills and Codicils that I have made. ARTICLE I. All estate, inheritance, and other death taxes (including interest and penalties, if any, but excluding any generation-skipping tax), together with my just debts, funeral and all administration expenses, payable in any jurisdiction by reason of my death (including those taxes and expenses payable with respect to assets which do not pass under this Will) shall be paid out of and. charged generally against the principal of my residuary estate. I waive any right of reimbursement for or recovery of those death taxes and administration expenses, except reimbursement for or recovery of any federal or state estate tax attributable to property over which I have power of appointment. ARTICLE II. A. I give all my tangible personal property not otherwise effectively disposed of which I own at my death, including any household furniture and furnishings, automobiles, books, 1 CP/M CWT8 32901.ww 329.01 Will 6/17/85 pictures, jewelry, art objects, hobby equipment and collections, wearing apparel and other articles of household or personal use or ornament, to my son, ANTONY M. GRIGONIS and my daughter, ROBYN J. GRIGONIS SZOKE, in shares of substantially equal value, to be divided in such manner as they shall agree, or, if they shall fail to agree within six (6) months after the date of my death, as my executor shall determine. In the event either of my children fails to survive me, his or her share shall be paid to his or her then-living issue, per stirpes, or in default of said issue, to my then-living issue, per stirpes. provided, however, if a beneficiary hereunder has not reached legal age under the laws of the jurisdiction in which that beneficiary is demociled at the time set for distribution under this paragraph, then the person having legal custody of that beneficiary (a) shall represent the beneficiary in any division of such property, (b) may give a binding receipt for and hold the beneficiary's share for such beneficiary's benefit, (c) may sell any part or all of the share, and (d) shall deliver the share of sale proceeds to the beneficiary before or when such beneficiary reaches legal age as such person considers advisable. B. All costs of safeguarding, insuring, packing, and storing my tangible personal property prior to its distribution and of delivering each item to the place of residence of the bE~neficiary of that item shall be deemed to be expenses of 2 CP/M CWT8 32901.ww 329.01 Will 6/17/85 administration of my estate. ARTICLE III. I give my entire residuary estate, being all property, real and personal wherever situated, in which I may have any interest at my death not otherwise effectively disposed of, but not including any property over which I have power of appointment, to my son, ANTONY M. GRIGONIS, and my daughter, HOBYN J. GRIGONIS SZOKE, in equal shares, share and share alike. In the event either child is not then-living, his or her share shall be paid to his or her then-living issue, per stirpes, or in default of such issue, to my then-living issue, per stirpes. l\RTICLE IV. In order to avoid court proceedings for the appointment of guardians for beneficiaries during minority, I direct that if any minor becomes entitled to any income or principal under this will, I give his or her share to my hereinafter named trustee for the following uses and purposes: A. As much of such income as my trustee may from time to time think desirable for the health, maintenance, support or education of such beneficiary or his or her dependents shall be applied for those purposes and any income not so applied shall be accumulated and from time to time added to the principal of the t.rust from which it was derived. 3 CP/M CWT8 32901.ww 329.01 will 6/17/85 B. In addition to paying the income, trustee is authorized to invade principal for the health, maintenance, support and education of said minor. C. All such accumulated principal shall be distributed to such beneficiary attaining the age of twenty-one (21) years or the removal of other disabilities. D. I appoint my son, ANTONY M. GRIGONIS, as Trustee of the trust created in this, my Will for the benefit of any minor children of my daughter, ROBYN J. GRIGONIS SZOKE. In the event my son, ANTONY M. GRIGONIS, does not survive, I appoint my daughter, ROBYN J. GRIGONIS SZOKE, as Successor Trustee. I appoint my daughter, ROBYN J. GRIGONIS SZOKE, as Trustee of the Trust created in this, my Will, for the benefit of any minor children of my son, ANTONY M. GRIGONIS. In the event my daughter, ROBYN J. GRIGONIS SZOKE, does not survive, I appoint my son, ANTONY M. GRIGONIS, as Successor Trustee. In the event both my son, ANTONY M. GRIGONIS, and my daughter, ROBYN J. GRIGONIS SZOKE, fail to qualify or cease to act, I appoint MERIDIAN BANK as Successor Trustee of this, my Will. ARTICLE V. A. I name my son, ANTONY M. GRIGONIS and my daughter, ROBYN J. GRIGONIS SZOKE, or the survivor of them, as executors of this Will. In the event both my son, ANTONY M. GRIGONIS, and my 4 CP/M CWT8 3290l.ww 329.01 will 6/17/85 daughter, ROBYN J. GRIGONIS SZOKE, fail to qualify or cease to act, I appoint MERIDIAN BANK as successor Executor of this, my Will. No executor of this Will shall be required to furnish any bond or other security as executor. As used in this Will the term "executor" designates the court-appointed fiduciary of my estate from time to time qualified and acting. B. In addition to any powers granted by law, I give my executor power, exercisable in the discretion of my executor and without court order, to retain, sell (at public or private sale), exchange, lease for any term (even though commencing in the future or extending beyond the date of final distribution of my estate), mortgage, pledge or otherwise deal for any purpose with the property, real or personal, from time to time comprising my estate, for such consideration and on such terms (with or without security) as my executor shall determine; to exercise any stock options granted to me; to borrow money for any purpose, at interest rates then prevailing, from any individual, bank or other source, irrespective of whether such lender is then acting as executor; to invest in any property whatsoever; to compromise or abandon any claims in favor of or against my estate, to hold any property in the name of a nominee or in bearer form; to employ accountants, depositaries, attorneys, and agents (with or without discretionary powers); to execute contracts, notes, conveyances, and other instruments, including instruments 5 CP/M CWT8 3290l.ww 329.01 will 6/17/85 containing covenants and warranties binding upon and creating a charge against my estate, and containing provisions excluding personal liability; to make distributions wholly in cash or in kind, or partly in each; to allot different kinds or disproportionate shares of property or undivided interests in property among the beneficiaries; and to determine the value of any property distributed in kind. C. I direct my executor to make such elections under the tax laws as my executor deems advisable, without regard to the relative interests of the beneficiaries, and my executor shall have no liability for, or obligation to make compensating adjustments between principal and income or in the interests of the beneficiaries by reason of, the effects of those elections. Any decision made by my executor with respect to compensating adjustments shall be binding and conclusive on all persons. D. My trustees shall have all the powers and discretion with respect to the trusts created under this Will during administration as are set forth or referred to above (including the power to sell real or personal property at public or private sales for any purpose and to hold title to property in the name of a nominee), to be exercised without court order. ARTICLE VI. No beneficiary shall be allowed to assign or anticipate his or her interest hereunder and no beneficiary's creditors shall be 6 CP/M CWT8 32901.ww 329.01 will 6/17/85 allowed to attach or otherwise reach any such interests. ! /.,:~~i_, / /~r ..::'.. J) \ . / {{ b i_(l~ /.[,( (' ~7l- / , '-~ t I hereby sign this Will on the -1 ,) ,x <..., day of 1985. 'if t./ :~:;:/,u /( ~.-titSfCwL~)(SEAL) L~~A A. GRIGONIS tI SIGNED, SEALED, PUBLISHED AND DECLARED by the said Testatrix, LELA A. GRIGONIS, as and for her Last Will and Testament, in our presence, and in the presence of each of us, we all being present at the same time; and we, at her requst, in her presence and in the presence of each other, have hereunto signed O'i nam~s as attesting ~~,~ , / ....)~ I . j , . ,\ .' i \.~ f- ~ "- ,,\. .. (, I{ / .(, witnesses. residing at ....... r.. f". I. ,")17 ..-( _ /~~ \..A. ,/L.t:c ",.~- tJ, residing at 7 CP/M CWT8 3290l.ww 329.01 will 6/17/85 COMMONWEALTH OF PENNSYLVANIA ) ) SS: COUNTY OF NORTHAMPTON ) I, LELA A. GRIGONIS, having been duly qualified according to law, acknowledge that I signed the foregoing instru- ment as my will, and that I signed it as my free and voluntary act for the purposes therein expressed. /") ,// ei // /;' iEL\~ A~ ~~iGONIS ,/-, , " / ' ~:;L / :! tf)'Lt:.4"// // ,'/ We, having been duly qualified according to law, depose and say that we were present and saw LELA A. GRIGONIS sign the foregoing instrument as her will; that she signed it as her free and voluntary act for the purposes therein expressed; that each of us in her sight and hearing and at her request signed the will as witnesses; and that to the best of our knowledge she was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. ~/ h~ WIt , , It ~' ,~ ! ' /.{ ,( I:' { witness Subscribed, sworn to or affirmed, and acknowledged before me by the above-named testatrix and by the witnesses whose names appear opposite " -+ o n ~:fj{f/)'tI\.l<- Ol () , 19 85 . ~ '/7 '/J .~ >11./ K 1JLt<~ Notary Public I ..;\.>H".;. ~( N.:,j'df"'i 1:\ WPWin \ WI LLS\GrigonisL. Codicil. wpd August 13, 2002 FIRST CODICIL OF LELA A. GRIGONIS -1'; j-' ~ I, LELA A. GRIGONIS, of Bethlehem, Northampton County, Pennsylvania, beingQf somro. -1'1 ~- -,-. and disposing mind, memory and understanding, do hereby make, publish and declare-this my F)~st ---1 '-/-: Codicil to my Last Will and Testament dated September 20, 1985. (.) (..~ . Any and all references to MERIDIAN BANK, as set forth in Article IV. D. and Article V. A., are hereby revoked and shall be replaced with CHRISTINA A. SZOKE as the named successor Trustee and successor Executrix, respectively. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my First Codicil to my Last Will and Testament, consisting of one page, this :!21 day of t!Jr!/Q~ , 2002. ;,~' LELA A. GRIGONIS, Testat . Signed, sealed, published and declared by the above-named Testatrix, LELA A. GRIGONIS, as and for the First Codicil to her Last Will and Testament, in the sight and presence of us, who, at her request, in her sight and presence and in the sight and presence of each other, have hereunto subscribed our names as witnesses. b/~. Witness Address 23 ,~I ;f"h'LkJ ~. {;~ /rCd'l ,/9t /701 ( '---1Y~~Wl LfYJ. Aw~ Witnesf ' Address ,:J33/ 17ln~/M 5I~df I C~lr( Ii /( t?1 I JlJ ~ 1:\ WPWin\ WI LLS\GrigonisL. Codicil. wpd August 13, 2002 COMMONWEALTH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) I, LELA A. GRIGONIS, THE TESTATRIX, WHOSE NAME IS SIGNED TO THE FOREGOING INSTRUMENT, HAVING BEEN DULY QUALIFIED ACCORDING TO LAW, DO HEREBY ACKNOWLEDGE THAT I SIGNED AND EXECUTED THE INSTRUMENT AS THE FIRST CODICIL TO 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. SWORN OR AFFIRMED TO AND ACKNX--EDGED BEFORE ME BY LELA A. GRIGONIS, THE TESTATRIX THIS rt If DAY OF C9~ZJ 'U/ ,2002. ~ a //~' h;!L'~' LELA A. GRIGONIS, Te trix (i-l4..4-I{.-1(a~ ;t?~;'l M{A-/). J ~ Notary Public / NOT AAIAL SEAL CASSANDRA T. ROSENBAUM. Notary Public Camp Hill Boro, Cumberland County My Commission Expires December 4, 2004 COMMONWEAL TH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) WE, ~'JJ 5CU^\. 4. ('0/1. r ~ AND I} l C /'5 SA /77. /~( { . ," , THE WITNESSES WHOSE NAMES ARE SIGNED TO THE FOREGOING INSTRUMENT, BEING DULY QUALIFIED ACCORDING TO LAW, DEPOSE AND SAY THAT WE WERE PRESENT AND SAW THE AFORESAID TESTATRIX SIGN AND EXECUTE THE INSTRUMENT AS THE FIRST CODICIL TO 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 OF US IN THE HEARING AND SIGHT OF THE TESTATRIX SIGNED THE CODICIL AS WITNESSES; AND THAT TO THE BEST OF OUR KNOWLEDGE THE TESTATRIX WAS AT THE TIME EIGHTEEN (18) OR MORE YEARS OF AGE, OF SOUND MIND AND UNDER NO CONSTRAINT OR UNDUE INFLUENCE. , SWOR.l\J OR AFFIRMED TO AND SUBSCRIBED TO BEFORE ME, THIS dCf ~AY OF (tAot:u.",,- , 2002. NOT AAIAL SEAL CASSANDRA T. ROSENBAUM, Notary Public Camp Hill Boro, Cumberland County My Commission Expires December 4, 2004