HomeMy WebLinkAbout02-28-08
PETITION FOR PROBATE AND GRANT OF LETTERS
REGISTER OF WILLS OF CUMBERLAND
COUNTY, PENNSYLVANIA
Estate of
also known as
Teresa G. Mahr
File Number
QI-Of- OJ-Ih
, Deceased
Social Security Number
Petitioner(s), who is/are 18 years of age or older, apply(ies) for:
(COMPLETE ~' or 'B' BELOW:)
o A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is / are the executrix
last Will of the Decedent dated May 6, 2004 and codicil(s) dated N/A
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Except as follows, Decedent did not many, was not divorced, and did not have a child born or adopted after execution oftK~ ~trume~s) offefed
for probate, was not the victim of a killing and was never adjudicated an incapacitated person: ...0: ~~< ~ '
(State relevant circumstances, e,g., renunciation, death of executor, etc.)
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named in the
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o B. Grant of Letters of Administration
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(ffapplicable, enter: c.t,a.; d,b,n.c.t.a,; pendente lite; durante absentia; durante minoritateJ"c, ,
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 /ist of heirs.)
Name
Relationship
Residence
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
County, Pennsylvania with his / her last principal residence at
Decedent, then 89
years of age, died on February 24, 2008
at Select Specialty Hospital, Cumberland County, PA
Decedent at death owned property with estimated values a~ follows:
(If domiciled in P A) All personal property
(If not domiciled in PA) Personal property in Pennsylvania
(If not domiciled in P A) Personal property in County
Value of real estate in Pennsylvania
$ 1,080,000.00
$
$
$
situated as follows: Pennsylvania bank and investment accounts
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:
T d or rinted name and residence
Linda T. Packman, I3 Wobum Abbey Avenue, Camp Hill, Pennsylvania 17011
Form RW-02 rev, 10.13.06
Page 1 of2
.
Oath of Personal Representative
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SS
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
before me the
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Estate of
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Signature of Personal Representative
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Signature of Personal Representative
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Signature of Personal Representative
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File Number:
j I ~Of - Or2lfo
Teresa G. Mahr
, Deceased
Social Security Number:
Date of Death: February 24,2008
, Q.t()8 ' in consideration of the foregoing Petition, satisfactory proof
AND NOW,
having been presented before , I
are hereby granted to L -. f'\ 0. 4.
and that the instrument(s) dated M..fA.^! 0, :)..00'1
described in the Petition be admitted to probate and filed of record as the last Will (and Codicil( s)) of Decedent.
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Renunciation(s) .......... $
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... $
... $
'" $
... $
... $
... $
TOTAL . . . . . . . . . . . . . . $
FEES
FormRW-02 rev. 10./3.06
in the above estate'
Attorney Signature:
1'3.00
10,07)
5.Q)
Attorney Name:
Thomas A. Archer
Supreme Court J.D. No.: 73293
Archer & Archer, P.c.
Address:
2515 N. Front Street
Harrisburg, P A 17110
Telephone:
7172338676
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Page 2 of2
HI05.805 REV (01107i
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LOCAL REGISTRAR'S CERTIFICATION OF DEA~TH
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 infomlation here given is
correctly copied from m ori!!ina] Certificate of Death
duly filed with me as Local Registrar. The original
certificate will be forwarded to tle State Vital
Records Office for pe'manent filing.
thn- /7; ~~~ FES 2ft ZOO,
Local Registrar Date Issued
P 14122564
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I REV 1112006
I PRINT IN
MANENT
\CK INK
1. Name of Decedenl (Rrsl, midclle. last, suffix)
Teresa G. Mahr
5. Age (Las! BirthdaYI
COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
(See Instructions and examples on reverse)
Cumberland
&1 Faciity Name (II nol instilution, give street and number)
STATE FILE NUMBER
Bb. County of Death
6 1918
Gibson Co In
4, Dale 01 Death (Month, day, year)
February 24,2008
89 Vrs.
367 - 46
88. Place of Death (Check only one)
Hospital:
Inpatient 0 ER I Outpatient 0 DOA 0 N",sing Home [] Residence OOlher _ Speci~
9. Was Decadenl of Hispanic Origin? 00 No 0 Yes 10. Race: American Indian, Black, WMe, ele.
111 yes, specify Cuban, (Specif)1
Twp Select Speciality Hospital Mexican.PuertoRican.elc_1 White
12. Was Decedent ever in the 13. Decedent's Education (Specify only highest grade completed) 14. =~. ~rried(S~r Married,
Kind 01 Business/Industry U.S.AtmedForces? EJemenlaryl Secondary (Q-12) College (1-4 or 5+) f"U''''''
Detroit School Di t OVes ~No 4 Married
6. Date of Birth (Month, day, year)
11. Oecedeors Usual Occ
Kind 01 Work
Teacher
most 01 work' lite. Do not stale re'
17b Coun~
Pa
Cumberland
Did Decedenl
Uvtina
Township?
17c. G Yes, Decedent Uved in
17d. 0 No, Oecedenl Lived within
Actual Umitsof
East Pennsboro
Twp.
. 16. Decedeot's MaitingAddress (Streel, cily I town, stale, zip code)
13 Woburn Abby Avenue
Camp Hill, Pa 17011
18. Father's Name (Firs~ middle, fast, sutfixl
Joseph Tennes
208. Informant's Name (T~ I prtnt)
Linda Pacl<I11an
Decedent's
Actual Residence 17a.Stale
19. Mother's Name (Firsl, mIdlIe, maiden surname)
Mar Piau
Cily/Bora
i ~ Cremation 0 Donation
1~I~or~~rtzed
such)
2<<1. Informanfs Mailing Address (Street, city I town, stale, zip code}
13 Woburn Abby Avenue Camp Hill, Pa 17011
21c. Place of Disposition (Name of cemetElfY, cremalCN)' or other place)
Items 24.26 must be COI'l1pIeted by person
. who pronounces death.
24, TIme of Death
I 3, ~ro
25, Dale Pronol6Iced Dead (Month. day, year)
~ M. :;; - :< '-t - .2c 0 J
26. Was Case Relerred to Medical EKSm;ner I Coroner t()( a Reason Other than Cremation or Donation?
OVes I:llINO
a
Home Inc 1903 Market
23b. Ucense Number
J'--f i)o(,b'1 Vi. L
CAUSE OF DEATH (See Instructions and eX8mptesl
Item 27. Part I: Enter the ~ diseases, injuries, or complications -!hat directly caused the death. 00 NOT enter lerminel events such as cardiac arrest,
respiraloty arrest, or venlricular ~brirlation~thout ~ng the. etio~. l. ist only one. cause. on ;ach 2in .
~=~ill~idise:; I~ IADl r-f cyr~Y"f J Se _) Vn
Due 10 (orasa coo~:
=n::~i~~~'~~a. b
Enter {he UNDERLYING CAUSE Due to (or as a consequence o~:
(disease or injury thaI initlaled the
events resultiilg In death) LAST.
ApprolClmaleinlerval:
'f""IO Dea}h,
je'i-'l iN
S ~r1
Part II: Enter olher sklnillcanl conditions contriluliM to 09ath,
but not resulting in the underlying cause given in Part!.
28. Did Tobacco Use Contribute to Death?
o Yes OProhably
o No 0 Unknown
29. If Female:
o Not pregnant within pasl year
o Pregnant at time ot death
o Nol pregnant, but pregnant within 42 days
of death
o Not pregnant, out pregflant 43 days to 1 year
before death
o Unknown if pregnant within the past year
32c. Place ollnjwy: Home, Farm, Slreet, FaciOI)',
Office Building, elc. (Specify)
Due 10 (or as a consequence of):
OVes ~ No
Ov" ONo
31. Manner 0# Death
o Natural 0 Homicide
o Accident 0 Pending Invesligalion
o Suicide 0 Cou~ Not be Determined
32d. Timeo! Injury
308. Was an Autopsy
Performed?
3Qb, Were Autopsy FindilllJS
Available Prior 10 Completion
of Cause of Death?
33&. Certifier (check only one)
Certifytng physician (Physician certifying cause of death wilen another physician has pronounced dealh and completed Ilem 23)
To thebett of my knowledge, death occurred due 10 lhecause(s) and man.. IS statH- _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ 0
;:=~:fl: ~Je:I~~U~C:~ t~d:=;n~l~~~::~ klr:=~:al~ mlnner 81 stated- _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ 0
~= ba~~m~n:~;=:~ and I Of Investigation, In my opinion, death ocCUf'11!d al the time, date, and place, and due to the CIUse(S) and manner as stated- 0
M.
321. If Transportation Injury (Specify)
o Driver I Operalor 0 Passenger DPedestrian
Other - Specily:
33b. Signature and Tit~rlm
c
32g.localionoflniury(Streel, cilyllown,state)
33d. Date Signed (Month, day, year} "
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34. Name and Address 01 Person Who Completed Cause of Death (lIem 27) Type I Print , ~ I" _. / _.
f) f2 SH1J13 W1t R. lI-o.f7+~Yfr II'Y' 4v<;"'/~ ~r-
jN((;."11.-N11.1 6{ cbiVrlUr~p4 ,,0../-~'?r/'/re-:.,)i''W /71"15
35. Registrar's Sign
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36.~;cZ~Of>
DisPOsition Permit No.
C7./ 9,;7'{;; c;:; ~
LAST WILL AND TESTAMENT
OF
TERESA G. MAHR
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I, TERESA G. MAHR, of Cumberland County, Pennsylvania, declare this to .ti~ ~ L~
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Will and Testament. I revoke all other Wills and Codicils that I may have previously.m~e. v.")
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Article I
My just debts and expenses of my last illness, funeral, and administration of my estate shall
be paid by my Executor from the principal of my residuary estate as soon as practicable after my
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death:
Article II
All inheritance, estate, and succession taxes (including interest and penalties thereon, but not
including any generation skipping tax) payable by reason of my death shall be paid out of and be
charged generally against the principal of my residuary estate without reimbursement from any
person. This provision is not a waiver of any right which my Executor has to claim reimbursement
for any such taxes which become payable as the result of any property over which I have the power
of appointment.
Article III
I give, devise and bequeath in accordance with any memorandum which I have either
handwritten or signed, located with my Will or with my valuable papers and found within 30 days of
. the probate of my Will. Gifts may only be to persons who survive me or to organizations which
exist at my death, and if there is a conflict, the memorandum having the latest date shall govern.
Article IV
All the rest, residue and remainder of my estate, of whatsoever nature and wheresoever
situate, I give, devise and bequeath IN THREE EQUAL SHARES to my children, JOHN ROBERT
MAHR, of Boulder Creek, California, SUSAN M. GULICK, of Herndon, Virginia, and LINDA T.
PACKMAN, of Cumberland County, Pennsylvania.
In the event JOHN ROBERT MAHR predeceases me or fails to survive me by ninety (90)
days, I give, devise and bequeath the share he would have received to the remaining named
beneficiaries in this article who survive me by thirty (30) days, PER CAPITA, NOT PER STIRPES.
In the event that LINDA T. PACKMAN and/or SUSAN M. GULICK predecease me or
fail to survive me by thirty (30) days, I give, devise and bequeath her or their share to her or their
issue who survive me, per stirpes, or if she or they have no issue, the share( s) are to be added equally
to the other shares.
Article V
Except as otherwise provided in this Will, I have intentionally failed to provide for any
other persons or relatives, whether claiming to be an heir and/or relative of mine or not. Insofar
as I have failed to provide in this Will for any of my relatives, and/or issue now living or later
born or adopted, such failure is intentional and not occasioned by accident or mistake.
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"
Specifically, any children of JOHN ROBERT MAHR are not to inherit any monies or property,
personal or real, under the terms of this Will.
Article VI
If any person or entity other than me singularly or in conjunction with any other person or
entity directly or indirectly contests in any court the validity ofthis Will, including any amendments
or codicils thereto, then the right ofthat person or entity to take any interest in my estate shall cease,
and that person or entity shall be deemed to have predeceased me.
Article VII
If a beneficiary under this Will has not attained the age of forty (40) years, the share of the
beneficiary shall be placed in a separate trust, for the benefit of that beneficiary according to the
terms in Article VIII.
Article VIII
In the event that a Trust is created by or as a result of any part of this Will, the terms and
conditions of the Trust shall be as follows:
A. To expend and apply so much ofthe net income and so much of the principal of the
Trust as the Trustee shall consider advisable for the support, health, care and education (including
college, trade school, or other similar training or education) ofthe child until the child attains the age
of forty (40) years.
B. Upon attaining the age ofthirty (30), one-third (113) of the principal and accumulated
income, of the child's share shall be distributed outright to the child.
C. Upon attaining the age of thirty-five (35), one-third (113) of the principal and
accumulated income, of the child's remaining share shall be distributed outright to the child.
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D. Upon attaining the age of forty (40), the remaining principal and accumulated income
ofthe child's share shall be distributed outright to the child.
E. No beneficiary or remainderman of this Trust shall have any right to alienate,
encumber, or hypothecate his or her interest in the principal or income ofthe Trust in any manner,
nor shall any interest be subject to claims of his or her creditors or liable to attachment, execution, or
other processes of law.
Article IX
I hereby appoint IRA J. PACKMAN, of Cumberland County, Pennsylvania as Trustee of
any Trust(s) created in this Will for LINDA T. PACKMAN's children. In the event of the
renunciation, death, resignation, or inability to act, for any reason whatsoever of IRA J.
PACKMAN, I nominate and appoint my daughter, SUSAN M. GULICK as Successor Trustee of
any Trust(s) created in this Will for LINDA T. PACKMAN's children.
Article X
I hereby appoint PETER GULICK, of Herndon, Virginia, as Trustee of any Trust(s) created
in this Will for SUSAN M. GULICK's children. In the event of the renunciation, death,
resignation, or inability to act, for any reason whatsoever of PETER GULICK, I nominate and
appoint my daughter, LINDA T. PACKMAN as Successor Trustee of any Trust(s) created in this
Will for SUSAN M. GULICK's children.
Article XI
In order to carry out the purposes of the Trust established by this Will, the Trustee, in
addition to all other powers granted by this Will or by law, shall have the following powers over the
Trust estate, subject to any limitations specified elsewhere in this Will:
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(a) to retain in the form received and/or to sell either at public or private sale, any real
estate or personal property except that which I specifically bequeath herein,
(b) to manage real estate,
(c) to invest and reinvest in all forms of property without being confined to legal
investments, and without regard to the principal of diversification,
(d) to exercise any option or right arising from the ownership of investments,
(e) to compromise claims without court approval and without consent of any beneficiary,
(f) to file fiduciary/income tax returns and pay the tax due for any year for which such a
return is required,
(g) to make distributions in cash or in kind, or in both, and to determine the value of any
such property,
(h) to employ any attorney, investment advisor, or other agent deemed necessary by my
Executor; and to pay from my estate reasonable compensation for all their services,
(i) to conduct along with or with others, any business in which I am engaged in or have
an interest in at the time of my death, and
(j) to receive reasonable compensation in accordance with their standard schedule offees
in effect while their services are performed.
Article XII
I nominate, constitute, and appoint LINDA T. PACKMAN Executrix of my Last Will and
Testament. In the event of the renunciation, death, or inability to act, for any reason whatsoever of
my Executrix, I nominate, constitute and appoint SUSAN M. GULICK successor Executrix of my
Last Will and Testament. I direct that my Executrix or successor Executrix be permitted to serve
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without bond and in addition to those powers granted by law, I grant them power to distribute in cash
or in kind in like or in unlike shares and to file any qualified disclaimer I could have filed ifliving.
My Executrix and successor Executrix shall receive reasonable compensation for services rendered
to my estate.
Article XIII
In addition to the powers conferred by law, I authorize my Executrix and successor
Executrix, in her absolute discretion:
(a) to retain in the form received and to sell either at public or private sale, any real estate
or personal property except that which I specifically bequeath herein,
(b) to manage real estate,
(c) to invest and reinvest in all forms of property without being confined to legal
investments, and without regard to the principal of diversification,
(d) to exercise any option or right arising from the ownership of investments,
(e) to compromise claims without court approval and without consent of any beneficiary,
(f) to file any federal income tax return for any year for which I have not filed such
return prior to my death,
(g) to make distributions in cash or in kind, or in both, and to determine the value of any
such property,
(h) to employ any attorney, investment advisor, or other agent deemed necessary by my
Executor; and to pay from my estate reasonable compensation for all their services,
(i) to conduct alone or with others, any business in which I am engaged in, or have an
interest in at time of my death, and
-6-
G) to receive reasonable compensation in accordance with their standard schedule offees
in effect while their services are performed.
IN WITNESS WHEREOF, I, TERESA G. MAHR, hereby set my hand to this my Last Will
and Testament, on /L{ay ft;
, 2004, at Harrisburg, Pennsylvania.
0~~ 114t~
TERESA G. MAHR
In our presence, the above-named TERESA G. MAHR signed this and declared this to be
her Last Will and Testament, and now at her request, in her presence, and in the presence of each
other, we sign as witnesses.
Name
Address
~e:~
845 Sir Thomas Court, Suite 12, Harrisburg, P A 17109
845 Sir Thomas Court, Suite 12, Harrisburg, P A 17109
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.,
I, TERESA G. MAHR, Testatrix, who signed the foregoing instrument, having been duly
qualified according to law, acknowledge that I signed and executed this instrument as my Will, and
that I signed it willingly as my free and voluntary act for the purposes therein expressed.
Sworn to or affirmed and
acknowledged before me by
TERESA G. MAHR, the Testatrix,
on Ma:J ~ ,2004.
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TERESA G. MAHR
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We, the undersigned witnesses who signed the foregoing instrument, being duly qualified
according to law, depose and say that we were present and saw the Testatrix sign and execute this
instrument as her Will; that she signed and executed it willingly as her free and voluntary act for the
purposes therein expressed; that each of us in her sight and hearing signed the Will as witnesses, and
that to the best of our knowledge, that she was at that time eighteen (18) years or more of age, of
sound mind, and under no constraint or undue influence.
Sworn to or affirmed and
subscribed to before me
by J ud/V-h &/Je/sok
and '"P CI.t...Llo.J( . ~ ({e.
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otary ublic
witnesses, on
,2004.
qc6-lJl !lkSt~
~ness
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Witness
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GIFT LIST FOR TERESA G. MAHR
I, TERESA G. MAHR hereby wish for the following items to be distributed to the
. following persons:
ITEM
NAME OF RECIPIENT
Date
TERESA G. MAHR