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HomeMy WebLinkAbout04-21-08 Estate of E. Catherine Johnson, alkla Catherine E. Johnson Register of Wills of Cumberland County, Pennsylvania Estate of E. Catherine Johnson also known as Catherine E. Johnson PETITION FOR GRANT OF LETTERS lLI-D't. 04Y ~ No. , Deceased Social Security No. 209127395 Harold E. Heefner and Margaret Bowman Petitioner(s), who is/are 18 years of age or older, apply(ies) for: (COMPLETE "A" OR "B" BELOW:) n A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut ors W Decedent, dated 8/13/1999 and codicil(s) dated 11/10/2005 no exceptions named in the Last Will of 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 documents offered for probate; was not the victim of a killing and was never adjudicated incapacitated: o B. Grant of Letters of Administration (c.I.a., d.b.n.c.t.a.: pendente lite. durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse (if any) and heirs: Name Relationship Residence r- u55? ''''--'0 ()Q "- (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. ~ ~ ::- Decedent was domiciled at death in Cumberland County, Pennsylvania, with his~r last fami~r prihC:iPal: residence iat 46 Rustic Drive, Shippensburg, Southampton Township, Cumberland County, Pennsylvania (list street, number and municipality) Decedent, then 82 years of age, died April 8 ,2008 ,at Manorcare Health Services, Chambersburg, PA (Location) = = Decedent at death owned property with estimated values as follows: (if domiciled in PA) 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 ........................................................................................ $ Total ..................................................................................................................... $ 130,000.00 130,000.00 Real Estate, situated as follows: none 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: Typed or printed name and residence RW-7 Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Petitioner(s) above-named swear(s) and 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 th~.pecedent, Petitioner(s) will well and truly administer the estate ~rding to law. ~ 2 ~ Sworn to and affirmed and subscribed ~ ~ f. ?::~ ~ Harold E. Heefner c~ ~ 0 :;0 '"'oJ ....... r::: ........ ,"zrn ,.... ,. -::0 (f) 7' before me this 21st day of Aoril. 2008 ChAi4iinf, () rrhMm " \ jO-n ('Jc .~ j; :Jt - .. v.> \B Estate of E. Catherine Johnson DECREE OF REGISTER CUMBERLAND COUNTY No. also known as Catherine E Johnson Social Security No: 209127395 Deceased :2.,1 -0 g - D'-/'i t Date of Death: 4/8/2008 AND NOW, April 21 2008 , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters ~ Testamentary 0 of Administration are hereby granted to Harold E. Heefner and MarQaret Bowman (c.I.a., d.b.n.c.t.; pendente lite; durante absentia; durante minoritate) in the above estate and that the instrument(s), if any, dated 8/13/1999 and 11/10/2005 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters .................................... $ Automation Short Certific:ate(s) ............... $ $ $ $ $ $ Inventory & Tax Forms............. $ $ Renunciation .......................... Affidavit ( ) ....................... )............ .. Extra Pages ( Codicil ................................. Will JCP Fee ................................. Other ............................ .......... TOTAL .............................$ RW-7A 260.00 5.00 20.00 15.00 la:88 325.00 ~ C Jo}7Jlfj1.) ~Ab:I1.~.. Registerofwill~ ~ Attorney: Joel R. ZullinQer, Esq. 1.0. No: 17516 Address: 14 North Main Street, Suite 200 ChambersburQ, PA 17201 Telephone: 717-264-6029 DATE FILED: .j\0).~05 REV (01107) J-/-Of(-OWrt LOCAL REGISTRAR'S CERTIFICATION OF DEATH WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $6.00 P 14235220 Certification Number This is to certify that the information here given is correc"tly copied from an original Certificate of Death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for perma t filing. gistrar~~ q~C2 }n -:p ~ ;~:~?"2 " en 7'- doc n9-n O~ .~ --D Y ," ("" -0 :J:. - .. t..> \t:J H105-1~3REV 1112006 TYPE I PRIN1IN PERMANENT BLACK INK COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH (See instructions and examples on reverse) STATE FILE NUMBER 82 Sa. Piece 01 Death (Checl< only one) Hospital. Other; o Inpal~nt 0 ER I Outpal~nl 0 DCA ~ NU"'ng Home 0 Res""nce DOlt..,. Specily 9. Was Decedenl of Hispanic Origin? [E No 0 Yes 10. Race: ~meliC8n \ndiarI. BIacI<., While, e\c (JI yes, specify Cuban, (SpeciI}1 Mexican, Puerto Rican, elc.) Whi te 1. Name 01 Decedent (Firs!, middle, 1as1, suffix) Catherine E. Johnson 5,~(I.asIBirthduYl 6. Dale olllirth (Month, day, Y""'I YTS. 12-28-25 Mont Alto, PA 8b. County of Death Sd. Facility Name (II no! instituIion, gve street and number) ~ Fran~;lin Chambersburg Manorcare Health Services 7395 4. Oa\e 01 Oea\h (Month, day, year) April 8, 2008 14. Marital SlalUS: Married, Never Married, Widowed, [liv{),ced I Specifyj Widowed most of war life. Do not stale retired Ki1d of Business f Indus1ry 12. Was Decedent ever in the U.S. Armed Forces? DYes [1QNo Decedent's Actual Residence 17a. Stale 13. DececIen1's Education (Sp$:ify only highes1 grade completed) EIemen~ry f Secondary (0-12) College (1-4 or 5+) 8 years PA Oid_ Live",. 17c.1r] Yes, DacedenllMld", Southampton Township Township? 17d. 0 No. OecedenIlNed within ActualLimitsol Twp 11. DecetJenl's USllElt Dc tion Kind of work done du Kind 01 Work homemaker . 16. Decedent's MailirlgAddl'ess (Street, city 11oWn. stale, zip code) ~ ~ ::; < 17257 11b.=~ Cumberland C~yfBoro -19. Mother's Name (First. micklle, maiden surname) "Elva G. Smetzer 2{lb.. Imom\ant's Mailing Address (SlJeet, city 11Dlm, slate, zip code) 27 Lantern Lane, Shippensburg, PA 17257 21c. Place 01 Di$pOSition (Name ol cemelefy, crematory or other place) 21d.location (City ftown, slate, zip code) Waynesboro, PA 17268 Mt. Zion Cemetery 22c. Name and Address ol Faciily Items 24-26 must be completed by person - wOOproIIllUIlceSdealI1. 'J ~ C "' \j J ~~~;t~~~~)mse:; a. SeQuen:llhe ~::t~~';' ~~~ a ~ UNOERlYINGCA.USE {disease or ilJjury thaI initialed lhe eventsresulling 10 dE.ath) LAST. b. c. .l..l Due to (or as a consequence 0(\: d. ~ 3Ob. Were Autopsy Findings Available Prior to Completion o'i Cause 01 Death? 31. ~~J)! Death ~ Natural 0 HomicQe 0- 0 Pendinglnve"\lalion OSuJcide o Could Not be De1ermJned 32d.Timeolln~ 3Oa. Was an Autopsy Performed? "- Funeral Home Inc., Shippensburg, PA 17257 Approximate inlerval: Part II: Enler oIher similicanl conditions contributino to dea1h, 28, Did Tobacco Use Contri/:lUle to Death? Coset to Dealh bul not resulling in the ooderlying cause given in PM!. 0 Yes 0 Probably o No Q\Jnkoown 29. II Female: ~I>'_""""pas\yoa' o Pregnant allime of death o Not pregna.nl, bu1 pregnant within 42 days oIdealh o Not pregnant, but pregnanl43 days 10 1 year belOfedealh o Unknown a pl'egnam wttl\ln tile pa.st ~al 32c. Place 01 Injury: Home, Farm, greel, FacIOry, OlIrce Building, elc. (Specify) 32g. localion 01 Injury (Slreel. cityftown, stale} 321. II Transportalioo Injury (Specify) o Driver I Operator 0 Passenger DPedeslrian M DOttie' . Speci/y: 33a. Certiher (check only one) 33b. Signature and T~I ~:~~~r:r~=:,n::~~:,::e~:~:u=~;=~:: ~_~~ ~~~e~~e~~~_.... __............ _ __...... 0 .. Pronounctng and certllying physician (Physician bolh pronouncing death and certifying to caLISe 01 death) 33<:. license N To the bes1 01 my knowledgt, Oeathocc:urred at theUme,d8t~,and pi8ce,anddue to the cause(slend manner estrtBted,.. ----...... --...... --...... 0 AA 0 ~:1~:I:m::~~;~r::r death occurred allhe time, date, and place, and due to the c:ause{s) and manner as stated- 0 I" ( I... ~ Dyes ~ Dyes ONo s i ~ o w ~ I:{ II l...l II ).)1 36.DaleF,~d(Monlh,d.y,,,,,,,) O.pos;l~n Per,;1 No CO \'16 I ~ q 35. Regislrar'sSignalurea ~ , , pA ~ Jj -Of - OY<lf JRZ - 5.1 johnson.2 July 23, 1999 LAST WILL AND TESTAMENT ("") S-~O -~:i 23 --'-.-0 , ~~ _. ."J) :.-:." r-;l = = co )> V ?.:I 1".) ; C) 0 -0 ,- ') (::> .-1 ::.;: ,-c-':'tc I, E. Catherine Johnson, also known as Catherine 2E'~Johnson, : .:;;:~ (...). - of 46 Rustic Drive, Shippensburg, Pennsylvania, being o~ sound~nd disposing mind, memory and understanding, do hereby declare this to be my will, hereby revoking any and all former wills and codicils thereto by me heretofore made. I. I direct that all my just debts and funeral expenses, including all expenses of my last illness, shall be paid from my estate as soon as practicable after my decease as a part of the expense of the administration of my estate. II. I give, devise and bequeath the residue of my estate of every nature and wherever situate as follows: A. One-third thereof to my husband, John H. Johnson, if he survives me. In the event my said husband, John H. Johnson, predeceases me, his share shall be distributed under subparagraph B of this paragraph II. B. Two-thirds thereof to my following named nieces and nephews: Mark A. Coy, Andrew J. Coy, Michael E. Heefner, (. QJ ~ Margaret J. Bowman, Gregory B. Heefner, Joseph E. Heefner, and one equal share to Betty Martin and Douglas Swartz, Jr., jointly or to the survivor of them. Should any of the above-named beneficiaries predecease me, their share shall be distributed equally among the remaining beneficiaries with the exception of the death of Betty Martin or Douglas Swartz, Jr., prior to me, their portion of one equal share shall be distributed to the remaining beneficiary as set forth above. III. Any fiduciary under this will shall have the following powers in addition to those vested in them by law and by other provisions of my will applicable to all property whether principal or lDcome, including property held for minors, exercisable without Court approval, and effective until actual distribution of all property: A. To retain any and all of the assets of my estate, real or personal, without regard to any principle of diversification of risk. B. To invest in all forms of property including stock, 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 of risk. C. To sell at public or private sale, to exchange or to Page 2 v ~ lease for any period of time any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms or conditions as they deem proper. D. To allocate receipts and expenses to principal or income or partly to each as they from time to time think proper. E. To compromise any claim or controversy. F. To distribute in cash or in kind or partly in each. G. To hold prop0rty in their names without designation of any fiduciary capacity or in the name of a nominee or unregistered. IV. I direct that all taxes that may be assessed in consequence of my death of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. v. I appoint Grace E. Coy and Harold E. Heefner as co-executors of this my will. Page 3 ) ~~ ~ ~ ~ I ~ ~ '~ {), - 0<1 --0<./ Lf l JRZ - 5.1 johnson November 4, 2005 f'-,;l <= CODICIL 0 <=:) Co 0:> ~:D ~ ';:)-0 'W ---I ;;:c 0 :;:0 ~2zj;; N I, E. Catherine Johnson, a/k/a Catherine E. JO~ of 46~~, r::J C)O -0 -- ,-,O-n :x Rustic Drive, Shippensburg, Pennsylvania, being of c)~und -9-nd '-0 -i .. disposing mind, memory and understanding, do hereby decl1rre thi~to be a codicil to my will dated August 13, 1999. I. I hereby revoke paragraph V of my said will which reads as follows: "I appoint Grace E. Coy and Harold E. Heefner as co-executors of this my will.1I IN LIEU THEREOF, I direct that the following be substituted: III appoint Harold E. Heefner and Margaret Bowman as co-executors of this my will." II. In all other respects I hereby ratify, confirm and republish my will dated August 13, 1999, together with this codicil as and for my will. IN WITNESS WHEREOF, I have hereunto set my hand and seal this /6i-h day of N(JJ(tnher' , 2 00:). r c:.c;,iI~~(SEAL) E. Catherine Johnson ~t/~~ '[. fif~EAL) Catherine E. Johnson Signed, sealed, published and declared by the above-named testatrix as and for her codicil to last will and testament in our presence, who in her presence, at her request and in the presence of each other have hereunto set our hands as attesting witnesses. ~.1t;9~uljfid"~ ~~/iu"A~~ &4 C~Ak^-1 6 ~~r u~. I'/L We, E. Catherine Johnson, also known as Catherine E. Johnson, .--z.;L.E"SA- J . -::L3u 12.~1-I OL-DU<- and JLtrJe' r:. m \}E {23 the testatrix and the witnesses respectively, 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 codicil to her last will and testament and that she executed it as her free and voluntary Page 2 act for the purposes therein expressed and that each of the witnesses, in the presence and hearing of the said testatrix, signed the codicil as witnesses and to the best of their knowledge, said signer was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. Cc..~ ~ }d~ Testatrix 6 t. ~~~~ Testatrix ~~.+d~ W1.tnes ~uJ_~ ~'~ Witness Subscribed, sworn to and acknowledged before me by the above-named signer and subscribed and sworn to befor~me by the ab,0v~-na~ed witnesses this Iv' r;.- day of ,Novembei , 2 D(D . v~d1.c.&: Lh Notary P lic Notarial Seal . Tricia L. Bailey, Notary Public South Middleton Twp., Cumberland County My Commission Expires Sept. 24, 2006 Page 3