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Home My WebLink About02-27-08 PETITION FOR PROBATE AND GRANT OF LETTERS REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Estate of Lois M. Fritz also known as File Nwnber ;( 1- OK - O~ Id- , Deceased Social Security Number Petitioner(1'J, who is/iJl"t: 18 years of age or older, apply(ies) for: (COMPLETE 'A' or 'B' BELOW:) IZl A. Probate and Grant of Letters Testamentary and aver that Petitioner~ is I ~ the Executrix last Will of the Decedent dated 09/1212003 ~ ~:~"(1) Ihtill 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: o B. Grant of Letters of Administration (If applicable, enter: c.t.a.; d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritate) r ...~' Petitioner(s) after a proper search has I have ascertained that Decedent left no Will and was survived by the following:sppuse (if any) ~ heirs: (If Administration, c.t.a. or d.b.n.c.t.a., enter date of Will in Section A above and complete list ol'heirs.) . c_'") CD 'J '-1 N=, ,",.Uo"hl, R"i~ ~'. ~ -"" c..) --i (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania with~ I her last principal residence at Bethany Village, Upper Allen Township, Cumberland County, PA (List street address, town/city, township, county, state, zip code) C) -J Decedent, then 86 years of age, died on 02/07/2008 at Bethany Village Decedent at death owned property with estimated values as follows: (If domiciled in PAl All personal property (If not domiciled in PAl Personal property in Pennsylvania (If not domiciled in PAl Personal property in County Value of real estate in Pennsylvania 50,000.00 $ $ $ $ situated as follows: Wherefore. Petitioner\ll1' respectfully request(s) the probate of the last Will onA rnA;~;l(<1 presented with this Petition and the grant of Letters in the appropriate foon to the undersigned T ed or rinted name and residence K thryn L. Bogdan, 1526 Saint James Circle, Mechanicsburg, PA 17055 Form RW-02 rev. /0./3.06 Page I of2 Oath of Personal Representative COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF CUMBERLAND The Petitioner(j') 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(jj and that, as personal representative<1J ofthe Decedent, Petitioner~ will well and truly administer the estate according to law. ;)7 day of dQ&( 'k~ ~t;..~ ~ L ' ~~f'0 Signature of Personal R resent3tive \ Sworn to or affirmed and subscribed r- " Signature of Personal Representative ---: C-'; . -j) " c:~ l':..'.) ."'"1 Signature of Personal Representative ',. I ::0 r......."'l -J " -. File Number: ~ I - O~ - O~ I a... C,) --j C:1 Estate of Lois M. Fritz , Deceased Social Security Number: Date of Death: February 7, 2008 AND NOW, 'cv 'I, ~OO~ , in consideration of the foregoing Petition, satisfactory proof having been presented before me, IT I ECREED that Letters Testamentary are hereby granted to Kathryn L. Bogdan in the above estate FEES i;D,DoU $ Letters .....:-.. f . . . . . . Short Certificate(s) . /1::. . . . $ Renunciation(s) .......... $ L01i1 $ j( e $ r-L h) $ $ ... $ ... $ ... $ ... $ ... $ TOTAL ............ .. $ 9() 40.00 i'5 10 Attorney Name: Richard E. Connell, Esquire ~ Attorney Signature: Supreme Court J.D. No.: 21542 (~ -.:::> Address: Ball, Murren & Connell 2303 Market Street Camp Hill, PA 17011 Telephone: 717-232-8731 110 0 Form RW-02 rev. 10.13.06 Page 2 of2 FritRimdv STATE OF NORTH CAROLINA LOIS M. FRITZ COUNTY OF MOORE WILL I, LOIS M. FRITZ, of Moore County, North Carolina, do make, publish, and declare this to be my last will and I hereby revoke all wills and codicils heretofore made by me. As of the date of this will, I declare that I am married, that my spouse's name is RICHARD M. FRITZ; and that we have four (4) children: KATHRYNL. BOGDAN, MARYANNE M. BUSCH, RICHARD A. FRITZ and DAVID 1. FRITZ. ARTICLE I Payment of Expenses and Debts. All my debts, health care expenses, funeral ~enses aqq2the C__.~ ~:----~ administration expenses of my estate shall be paid out of my residuary estate. :~ "5 ;: ~ . -: ~>) ARTICLE II t.) _1 Payment of Death Taxes. All death taxes shall be paid out of that portion of my residuary"estate for which no marital or charitable deduction is allowed in the federal estate tax proceedin~ relati~g' to . . my estate as an administration expense and shall not be charged against or recovered from any recipient or beneficiary of the property taxed. ARTICLE III Bequest of Tangible Personal Property. I give my personal effects, automobiles and all of my other tangible personal property to my spouse, RICHARD M. FRITZ, if living at my death, or ifmy spouse predeceases me, in shares of equal value to my children surviving me. However, it is my precatory wish that certain items be redistributed in accordance with any handwritten instructions I may leave. The costs of safeguarding, insuring, packing, storing and delivering my tangible personal property to any beneficiary under this Article shall be paid from my estate as expenses of administration. ARTICLE IV Sale of Residence. Spouse Not Surviving. Ifmy spouse does not survive me, I direct my Personal Representative to sell any residence owned by me at the time of my death and add the net proceeds of such sale to my residuary estate. My Personal Representative shall have the absolute authority to determine what real and personal property may constitute my residence as used in the preceding sentence and all parties, including any third party purchaser, may rely thereon. My Personal [1] :rr:/J)ff Representative shall have a reasonable time in which to accomplish the sale. I give and devise such residence to my Personal Representative for this purpose. My Personal Representative is also authorized to sell said residence to any beneficiary hereunder, including a beneficiary serving as Personal Representative. ARTICLE V Residue. I give my residuary estate, being all the rest, residue and remainder of property which I may own at the time of my death, but without exercising any power of appointment over property which I may have, to the Trustee acting under that declaration of trust previously executed by me on February 3, 1995 and restated on the --I-L day of 4~ ' 2003, to be added to and disposed of as part of the trusts created under the provisions of that trust instru"ment, including any amendments to it in effect at the time of my death. ARTICLE VI Personal Representative. I hereby appoint my daughter, KATHRYN L. BOGDAN, as Personal Representative, to serve without bond. If she should predecease me, fail to qualifY or cease to serve, I appoint my son, RICHARD A. FRITZ, as Personal Representative, to serve without bond. My Personal Representative shall have full authority to demand such amounts from the Trustee of the trust referenced above as my Personal Representative deems advisable for the payment in whole or in part of my bequests and devises, debts, administration and funeral expenses provided for in this will, and the estate, inheritance and similar taxes payable by reason of my death, subject, however, to any limitations set forth in said Trust Agreement. I also authorize my Personal Representative to designate in writing such person or persons to act as Personal Representative in any other state in which it shall be necessary to probate this will; and to pay administration expenses in connection with any real or tangible personal property not situated in North Carolina at the time of my death which are payable under the laws of the jurisdiction( s) where such property is situated. ARTICLE VII Powers. Powers enumerated in North Carolina General Statutes ~32-27 are hereby incorporated by reference and granted to my Personal Representative, subject to the restrictions of North Carolina General Statutes ~32-26. My Personal Representative shall have the power to make divisions or distributions in money or in kind or partly in each, pro rata or non-pro rata, whenever required or permitted to divide or distribute all or part of my estate; in dividing or distributing any asset of my estate that is income in respect of a decedent, my Personal Representative may take into account the income tax liability associated with the asset, both to minimize the income tax on my estate and the beneficiary and to consider the after-tax [2] Xm~ amount received by my beneficiary; and, in making any such divisions or distributions, the judgment of my Personal Representative in the selection and valuation of the assets to be divided or distributed shall be binding and conclusive. IN WITNESS WHEREOF, I, LOIS M. FRITZ, the testatrix, sign my name to this instrument this /.J.. day of 4;a:t" ,2003, and being first duly sworn, do hereby declare to the undersigned authority that I sign and execute this instrument as my last will and that I sign it willingly, that I execute it as my free and voluntary act for the purposes therein expressed, and that I am eighteen years of age or older, of sound mind, and under no constraint or undue influence. LOISM.~fYJ.~ (SEAL) We, L$b U#6 and f~1'fa/l /jh/ll~ ' the witnesses, sign our names to this instrument, being first duly sworn, and do hereby declare to the undersigned authority that the testatrix signs and executes this instrument as her last will and that she signs it willingly, and that each of us, in the presence and hearing of the testatrix, hereby signs this will as witness to the testatrix's signing, and to the best of our knowledge the testatrix is eighteen years of age or older, of sound mind, and under no constraint or undue influence. If&afa )fh~ Witness (j l::W1ltq .j~:r:C/0 Witness Moore County, North Carolina Moore County, North Carolina STATE OF NORTH CAROLINA COUNTY OF MOORE Subscribed, sworn to and acknowledged before me by LOIS M. FRITZ, the testatrix, and subscribed and sworn to before me by ?/ItIM b/Jl'.6 _ and g~1'€LLII 7~/J1~ ' witnesses, this ~ da of ~ 2003. MW~ [3] ~J1l if