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HomeMy WebLinkAbout04-03-08 PETITION FOR PROBATE AND GRANT OF LETTERS REGISTER OF WILLS OF Cumberland COUNTY, PENNSYL VANIA Estate of Marion R Lower also known as File Number a\ 0'6 63ll , Deceased Social Security Number ] Petitioner(s), who is/are ]8 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(s) is / are the Executrix last Will of the Decedent dated 9/13/1987 and codicil(s) dated 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) otfered 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.: db.n.c.t.a.: pendente lite; durante absentia: dur. ~,orilale) c::::;l -, Petitioner(s) after a proper search has / have ascertaine~ that Decedent left no Will and was survi:ved by the following s~' , ,.MY) ';h'i"llir~,'~,~,} AdministratIOn, c.t.a. or d.b.n.c.t.a., enter date of Will In SectIOn A above and complete Itst of heirs.) ~ r- ::::0 Cn ;;:.Y I ;:;;::i .o~':"l ... . . I I.t" Name Relationshi Resi U) (COMPLETE IN ALL CASES:) Attach additional sheets ifnecessary. Decedent was domiciled at death in Cumberland 23] Glendale St., Carlisle, P A 17013 (List street address. town/city, township. county. state, zip code) County, Pennsylvania with his / her last principal residence at Decedent, then 94 years of age, died on March 4, 2008 at Carlisle, P A 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 $ $ $ $ 567,281.00 250,00000 situated as follows: 231 Glendale St., Carlisle, P A ] 70] 3 Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant dfLetters In the appropriate form to the undersigned: T ed or rinted name and residence Jane Lower Majeske 2872 Clearbrook Dr., Marietta, GA 30068 Form RW-02 rev. 10.13.06 Page I of2 Oath of Personal Represcntative co���o�wen�rri oF rr�usrw,�vin ss COUNTY OF � f � (IQ� l he Petitiouer(s)above-nnmed sweaQs)m'a��m(s)tliat the'o�atemenLs in[he(oregoing Pe[ifion are m�e and con'ect m thc bcst ot the knowledge and bel'mCoCPuitio�c�(s)and that,as pe�onal mpreacmativc(s)af ihc Deceden4 Petitioner(s)will well and wIy admmister 1he estam occo�ding ro lew. i � /�� Swom .�o�a[f:�nM and subscrlhed �� yi[1 �A.�ti � (/�p/,Y�{(k � S�g re oJV<rso ml Rrprese.�rzlNe � � � boPo�emetl�e dayoC � n m . ' � cO Y C :) I I ZUlJ � 53nnm.e JPersanal ReP�<.���n�e f.� p .�7 •_ � � '�� - - t� m i ��i'"',`._� �--� P._�A W r:<'� 1 ForO�eReguter S;gi��.�.eoiPeiso,�Nrezp,esema�oe CJ�p 9 , _�' ��T T �� •' � �� FilcNumbcr. '�' � � �$ ��31� E�sla2 of I � IQT � d n � �G�`-�'-r ,Deccescd SoclalSecuriNNumbt[- �� � DaleofDeath: � GtYC�'I � ZC�� AND 60W, , ,i�i cou9i ea�on of�he fo�egoing Po[ition,s'a[isCacrory proof li:.ving becu presenttA bef rc mc,IT1S Df.CRLE]J Ih;ilLcuca__�_S__ +'�---_-- are hereby g�anteA[o ��p ]1( � 1�R\Y��.C' � In Hic abwe cstste andthattheinsln�ment(s)da[ed L �' �(Y��G �� ���� Ges'cribrd In the Pebllon be adm�«eA m prohate anA f led ot acordq as�he lest�i'ill(and Codicil(e))o[Deecdpe�nt F1Y5 ��l�lV1(�CL�- < 1N41E/�C� �4L'1L�d�,/CC(Gr�L� &��zsi" /�_ Le¢cis _ . . . . . $ CoIO R ,v wRu � �j– SIotC i'fcuie(s) . )Q. . . $ '�� 4uomySigmm�c: � Renunciation(s) . . . . . . . . . . $ �/ lUl1� AtmireyNamc�. c�mA�.. �� �S2cJ ��..–f <'i — __ $ IS 9 �C-P . . . 5 Ib SuprmcCoo�[I.D.No.: .7 �U � �� �.e� 5 S p,.( $ Addr�s _ �O � � v� ON�✓ ✓ ✓' .. . $ ��ii_�rd-'�C �/T �7� 1� $ � � / " s Tcicphonc � � 3 – � 7 3 � 4 'LOTAL .... . . . . . . . .. . 5 �ll��� r,,,,,,e�v-o� ,,,.. ro_ii.oa Pagc 2 of 2 l-jJll~_sn) ReX il})/()71 LOCAL REGISTRAR'S CERTIFICATION OF DEATH WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate. S6.00 JI,lflU''',,-,, ",I,'lr~\.1" OF pi;,-----__ /t~f.~~.~ .... ,~~.,\ !:tE/~ --~ \~i ~ S\~~. ,I.i:~ ~*'~. .~'-. ;'*~ ~ '~':.J '-~ .. /...~" '- <:;.c, /.;:v " -- ;if", ~'r " ---<!'MENl \\\ ~'ll"'" """"#/.111111111111 P 14394257 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 forwal1ded to the State Vital Records Office for permanfnt filing. ~.f'~~-t':~\..-ho._-4. NcAA 5/ 2008 Lo,al R'g';!"" ~--T D:t, h~,u'd mi :a:. n "') ~~g 7 ~.~ ;';f] ? ... .-IJ t!-~ :~l '"' <n ^ (.,) _.f: J l:::;i ~~ : i~ .'. r-- ..-n en .:.':) (-, -"'1 H105-143 REV 1112006 TYPE {PRINT IN PERMANENT BlACK INK COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH (See instructions and examples on reverse) STATE FILE NUM A R. Lower 6. Date 01 Birth (Month, day, S. Age I"'" ""hday) 94 Ym. Feb. 2, 1 91 4 Ilb. County cH).... i . :a rnostol 1iIe.00nots1a18 """"""""/''''''''''' Attorne Law Practice . 16._r'_""-"(S!re<<cliy/""",,taJe,zIpoode' 231 Glendale Street Carlisle Pa 17013 18. Falher's Name (Fnf, middle,.1asl suIf~ Franklin Lower '. }- u \,., " ._230-<""'....._ physician ill nolavailableatlimeold8ath1o ceftily"""',,_. hems 2H. must be """""'ed by peISOO : Who pronounces death. ==i=~ I Awoximale inl91'V8l: I Onset to Death I , , I , , , I , , , . , , I I a. C riJ<_tII.IlL AJ"Tl..s!v' '1);...w.. <- Due 10 (or as a consequence 01): t r ,. ~YlistlXJrlljtiof\S,ilany, 101hecauselisledoolne l. EnIM UNDERl YJNG CAlISE =-~.u:.~ b. Due to (or as a conseqoence of): Due 10 (or as aCOl'l6eqU8l"lC 00: d. 301. Was an Autopsy Performed? 3lJl>.""'AuIopsyFodin<}s AY8lIabIePrIorloCornpletlon of Cause 01 Death? 31.~DfDea1l1 Z1....... 0- 0-"" oPenlInglnvosllgalion o &idde 0 Goold Not be 0..._ 328. Date of Injury (Month, day, year) DYes oNo DYes oNo 3211. lime of fnjtJry M. ~ ~ !1l t'; " ~ 333. Cel'Iitier (check only one) . CertItyIng physician (Physician c~ cause 0( death when another physicilrll\as pronounced death and compleled Item 23) To the belt of my know\edge,deeth occurred due to the CIUN(.) and manner ae statetL___ __ ___.. __.. __.. __..... __ _ __.. _ _ _.. __.. 0 . ~::~~t~=':~~==ti~~~an~Io::~~~~mannerasstatecl.______..__________ 0 . = =~~= and f or lnvesttgatton, in my opinton, de8th occurrtd at the ttme, date, and place. and due to the cause(sj and manner as stafel:L 0 35.RegU;1 s' ~ Disposition Permit No. Twp. !Jon> 30068 17065 1nju~ISl.....dty/_,staIo) WILL t"O" ~ I, Marion R. Lower make this my last will and revoke all Wi~~~_.>.n~..~ ~t. .2~i~~ codicils to wills heretofore made by me. ~ li~ ....., ;:;:r4 f"fl cr>~ /~::~; FIRST: A. If my wife, Annabel R. Lower, is living 30 days ~~~ ~ ~~f~ ." ~ .. 0:-') death I give my entire estate to Farmers Trust Company of Carlisle~ennsyl<<6hia .. U) in trust, to invest and reinvest the same, to collect the income, and after paying all expenses incident to the management of the trust, to use and apply as much of the net income and principal as may be necessary in the sole discretion of my trustee for the equivalent of an undergraduate collegiate education of the children (presently consisting of Matthew William Majeske, Julia Marie Majeske, and Audrey Jean Majeske) born to my daughter, Jane Lower Majeske. The balance of principal and any accumulation of income remaining in the hands of my trustee shall be paid to my daughter, Jane Lower Majeske, whenever my trustee, in its sole discretion, decides such children have had the opportunity to have the equivalent of an undergraduate collegiate education, whichever occurs first. My trustee may, in the exercise of its sole discretion, continue this trust under the same terms and conditions for one more year. I direct that such payments for education shall be made without the need to consider the ability of such children or their parents to pay for such education, and without the intervention of a guardian. The receipt of such person as may be selected by my trustee to disburse such payments shall be a sufficient acquittance. Neither the principal nor the income bequeathed under this trust or will shall be assigned or anticipated by the beneficiaries named therein, nor shall the same be subject to attachment or exception in the hands of my trustee or executor. If my daughter, Jane Lower Majeske, is not living when this trust is terminated I give the principal of said trust, accrued or otherwise to my grandchildren, presently consisting of Matthew William Majeske, Julia Marie Majeske, and Audrey Jean Majeske. B. If my wife, Annabel R. Lower, is not living 30 days after my death I give $500.00 to Gettysburg College, Gettysburg, PA., and the remainder of my estate as follows: f "J)) L:J ~~\... k. ~ f.....~-LA..- Marion R. Lower 9-/~-~1 Date 1. 1. One-half to my daughter, Jane Lower Majeske, if she is living 30 days after my death. 2. One-half to the trust created in sub-paragraph A. above. 3. If neither my wife, Annabel R. Lower nor my daughter, Jane Lower Majeske, is living 30 days after my death I give my entire estate to Farmers Trust Company of Carlisle, Pennsylvania, in trust for the education of my grandchildren under the same terms and conditions as the trust provided for in sub-paragraph A. above. SECOND: Some of the powers and duties of my trustee shall be: 1. Payments by my trustee or its successors for the general welfare or education of such beneficiaries may be sprinkled by it among them or on their behalf in such proportions, equal or unequal, as my trustee shall deem advisable in its absolute discretion. My trustee is under no obligation to make equal payments for such beneficiaries. 2. My trustee shall operate said trust as it sees fit in its sole discretion, and shall not be bound by any statutory or other legal restrictions, including but not limited to investments, now or hereafter in effect. It shall not be required to give bond for the faithful performance of its duties in any jurisdiction. 3. I authorize my trustee to exercise the following powers applicable to all items of principal or income to be exercised in its sole discretion until actual distribution of all property: (a) To retain any real and personal property which may at any time form part of this trust, including stock of the trustee, without regard to any principle of diversification, risk or productivity. (b) To invest in all forms of property, including stocks, common trust funds and mortgage investment funds, without restriction to investments authorized for Pennsylvania fiduciaries, as they deem proper, without regard to any principle of diversification, risk or productivity. (c) To invest in any common trust fund maintained by trustee. ;Vi ~ 7\ - /.../)-(.,i,~'~ Marion R. Lower r - /3 '- lJ1 Date 2. (d) To keep reasonable amounts of cash in bank uninvested, if deemed advisable for the protection of principal. (e) To purchase investments at premiums; to charge premiums to income or principal or partly to each. (f) To subscribe for or to exercise options for stocks, bonds, or other investments; to join in any plan of lease, mortgage, merger, consolida- tion, reorganization, foreclosures or voting trust and to deposit securities thereunder; and generally to exercise all the rights of security holders or employees of any corporation. (g) To register securities in the name of a nominee or in such manner that title shall pass by delivery. (h) To vote securities in person or by proxy, and in such connection to delegate discretionary powers. (i) To repair, alter, improve or lease, for any period of time, ar-y JC'eal or personal property and to give options for leases. (j) To sell at public or private sale, for cash or credit, with or INithout security, to exchange or to partition any real or personal property forming part of this trust and to give options for sales or exchanges. (k) To borrow money freJm any person, including my trustee and to mortgage or pledge any real or personal property forming part of this trust. (1) To compromise claims. (m) To add to the principal of this trust any real or personal property received from any person by deed, will or in any other manner. (n) To make distribution in cash or in kind or partly in each. (0) To exercise all power, authority, and discretion given by this instrument after the termination of this trust until the same is fully clistributed. (p) To moclify and renegotiate any Agreements for the sale of any business interests or for the sale of any real or personal property forming part of this trust or to waive provisions of any such agreement. jl/l~R.~~~ Marion R. Lower Cj-/~ -7'7 Date 3. (q) To purchase insurance on the life of any beneficiary and to pay premiums on the same out of income or principal whenever and to such extent as my trustee in its sole discretion, deems advisable. (r) To allocate receipts and expenses to principal or income or partly to each as my trustee from time to time thinks proper. (s) To exercise any option, right or privilege granted in insurance policies or in other investments. FOURTH: I appoint my beloved wife, Annabel Rice Lower, executrix to settle my estate. If she fails to qualify or ceases to act as such I appoint my beloved daughter, Jane Lower Majeske, executrix to settle my estate. If she, in turn fails to qualify, or ceases to act as such, I appoint Farmers Trust Company of Carlisle, Pennsylvania, executor to settle my estate. -~, (3 , 1987 j\l~.F,'t?~ /~. Marion F.R. Lower Signed, sealed, published, and declared by Marion F.R. Lower, the within named testator, as his last will in the presence of us, who, in his presence and the presence of each other, have hereunto set our signatures as subscribing witnesses thereto. 'd!~fllllju /' ~JU>> [( t.( e'~c _L ~.CL' ~ ( 4.