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HomeMy WebLinkAbout05-27-08 PETITION FOR PROBATE AND GRANT OF LETTERS REGISTER OF WILLS OF Cumberland COUNTY, PENNSYLVANIA do. \ t)~ bs~i Estate of Carol L. Bruce also known as None File Number , Deceased Social Security Number 193-07-1619 Petitioner(s), who is/are 18 years of age or older, apply(ies) for: (COMPLETE 'A' or 'B' BELOW:) IZJ A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is / are the Executor last Will of the Decedent dated July 13,2000 and codicil(s) dated None 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: No Exceptions o B. Grant of Letters of Administration (Ifapplicable, enter: c.t.a.; d.b.n.c.t.a.; pendente lite; durante absentia: durante minoritate) 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.I.a. or d.b.n.c.t.a., enter date of Will in Section A above and complete list of heirs.) I Name Relationship Residence I 0 r-..) ,= (',.::0 cO . " -~ :. t) .-.. ....T~ -. ;0.. . "r.;:C -c; " ~~ (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. '::: . C") --~...... Decedent was domiciled at death in Cumberland County, Pennsylvania with his / her last principal (e~ at J> :x 113 South Pitt Street. Carlisle, P A (Borough of Carlisle), Cumberland County. 170 13- ~ a (List street address, town/city. township. county, state. zip code) :,<;, --I Decedent, then 90 years of age, died on May 16, 2008 at Carlisle Regional Medical Ce:~~r, 361 Alex~r Spring' Road. Carlisle. PA 17013 N -..J ,,,..._, -; Decedent at death owned property with estimated values as follows: (1 f dom iciled 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 $ $ $ $ 5,000.00 125,000.00 situated as follows: 113 South Pitt Street, Carlisle, P A 17013 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 ed or rinted name and residence 594 Mountain Road, Boiling Springs, P A 17007 Form RW-02 rev. 10./3.06 Page 1 of2 Oath of Personal Representative COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF Cumberland 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 ofPetitioner(s) and that, as personal representative(s) ofthe Decedent, Petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed before me the .;) J day of -~ ~ ~e Regi"'e, .~ 11.~I3~ Signature oj Personal Representative Signature oj Personal Representative Q c.:::~ .1=pO -,}~~ ["1"1 ~-:~ :n . ;...... '~.." ~ /' ... j ~~; ;'::i ) 9 -.., '" -~ = <= 3 > "< N -.J Signature oj Personal Representative File Number: ~ \ () <6 \:B..o i :::D " -..; -> " :.J:> :x a N w I) ;-"1"'; Estate of Carol L. Bruce , Deceased Social Security Number: 193-07-1619 , ?JJ) i Date of Death: May 16,2008 in the above estate and that the instrument(s) dated July i3, 2000 described in the Petition be admitted to probate and filed of record as the las FEES Letters .., ./2I)./)t;>P. . $ Short Certificate(s) . . . (.p. . . $ Renunciation(s) .......... $ udl ...$ -JCP . . . $ ~~ .., $ ...$ .. . $ ...$ .. . $ .. . $ .. . $ TOTAL . .. . . . .. . .. .. . $ .;:( <aD :J1 Attorney Signature: \~ \0 ~ Attorney Name: Supreme Court I.D. No.: 6267 Address: 36 South Hanover Street, Carlisle, Pa 170 I 3 Telephone: 717+243-3727 3i't 0.00 Form RW-02 rev. 10.13.06 Page 2 of2 HIOS.XOS REV 101107, LOCAL REGISTRAR'S CERTIFICATION OF DEATH 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 information here given i correctly copied from an original Certificate of Deat duly filed with me as Local Registrar. The origin< certificate will be forwarded to the State Vitr Records Office for permanent filing. ~.~~t.\~~1 2 O/~OE Local Registrar Date Issued P 14528800 o (- -~O :D U ~:'~ 7- fT1 "'.::;::J cr) ":./';'~ ""-' t.:::::J = = ::3': p -< N -.J ) );3~ / :0 TJ--i )> :r,:.-. -' ...z.. (-~ C) N W Hl05.143 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) ? 1, Name of Decedent (First. middle, last. suffix) 90 Vffi. Carol L, Bruce 6. Date of Birth (Month, day, year) Sa. Place of Death (Check only one) July 27, 1917 Hospital: lXI'npat;ent D EA I Outpatient DDOA D Nursing Home 0 Residence DOther - Specify' Bd. Facility Name (If not institution, give slreel and /lUmber) 9. Was Decedent of Hispanic Origin? ex No 0 Yes 10. Race: Amerlcan Indian, Black, While, etc. Carlisle Regional Medical Center ~~:::~~~b:,etc.l (Specify) White ("J \ 8b. County 01 Death 5. Age (Last Birthday) Cumberland A Did Decedent liveina Township? 17e. 0 Yes, Decedent lived in 17d. CbtNo, Decedent lived within I\ctuallimils01 most 01 worki life. Do not stale retir o~n' Bttom'k~stry . 16. DU3't's sa~ngpit tSt1 t~/town. state, zip code) Carlisle, PA 17013 12. Was Decedent ever In the U.S. Armed Forces? Dves 0&0 Decedent's Actual Residence 17a.Stale 17b. Coun~ Cumberland 13. Decedent's Education (Specify only highest grade completed) Elementary I Secondary (0-12) College (1-4 or 5+) 12 14. Marital Status: Married. Never Married. Widowed, Divorced (Specify) Widowed Carlisle Twp Cilyl"" 18. Father's Name (Fl15t. middle, last, sullilc) Frank Cann Jennie Peterson ~5"~''''l''l1''1:~tl~~i~'~~'r''t"Isre, PA 17013 19. Mother's Name (First, middle, maiden surname) 208. In!onnant's Name (Type I Print) Cynthia Peterson " w on => on < ~ 22c.NameandAddressofFadlity Ho 219 N. Hanover CAUSE OF DEATH (See Instructions and example ) ttem 'D. Part I: Enleflhe~-liseases, injuries, orcornplicalions-lhat direct1y caused the death. DO NOT enter terminal avenls such as cardiac arrest, respiratoryarresl, orY90tricularfibrllla1lonwithoul showing the etiology. Usl only one cause on each line. ~=~=~~ ' lvVll: d. 31. Mar of Death gNaw'" DHom;o;'" o Accident Dpendinglnvesligatioo o Suicide 0 Could Not be Determined Approximate int&IVal: Part II: Enter other slonificanl conditiorL<; contributinn 10 death 28. Did Tobacco Use Contribute to Death? 0nseI1o Death but not resulting in the underlying cause given in Part I 0 Yes 0 Probably [g""No DUn""'" 29.1!!~: E!"Notpregnantwilhlnpastyear DPregnanlal1imeofcleath o Not pregIBnl, but pregnant within 42 days ofdea~ o Not pre(P\Bnt, but pregnant 43 days 10 1 year beIo<<!dea~ o Unknown If pregnant within the past year 32c. Place 01 Injury: Home, F8l!",Street, Factory, 0flIce Building, etc. (Specify) OJ ..J 5 \ Q0 ~listconclllons,lfany, b. = UNDEca:en:~~~~ a. (liseaseorinjurythalinitiatedthe evenls rnsulting In death) LAST. 30a Was an Autopsy Performed? ~ " DV" ~ JOb. Were Autopsy Fmdlngs Available Prior 10 Completion of Cause of Death? D V" ruk 32d. TimeollnjllfY 32g. Location of Injury (Street,cilyflown, slate) M. 33&. Certjffgr (check only one) Certffylng physk:ian (Physician certifying cause 01 death when another physician has pronounced clealt1 and completed Ilem 23) To the bHt of my knowledge, dlllIthoccurred due to the cause(s) and manner as stated.. _ __ _ ___ _ _ __ _ __ _ _ __ _ _ _ _ _ _ _ _ _ ___ _ _ 0 ~==~I=~=~~U=;:;I~~:::~~:~1oto=~~~~ mBnnttfa& sl3ted.. __ __ __ _ _ __ __ _ _ __ _ iii ~::::~~m~~~~= and I or Investigetion, in my opinion, death occurred at the time, date, Ind place, and due to the cause(s) and manner as stated- 0 ,year) 1.<1l1 d ~ [;l ~ ! 1.,;21 \ Idll 101 c Disposition Permil No. LAST WILL AND TESTAMENT OF CAROL L. BRUCE I, CAROL L. BRUCE, of the Borough of Carlisle, Cumberland County, Penn~vania, declare this to be my Last Will, hereby revoking all prior wills and codicils. FUNERAL EXPENSES 1',.) ';;;:-;, ::;;'::1 "'-' :-.~:-~ .-;;: i.~ __I ". ~' .., " ~~_) :t::b --, FIRST: I direct the payment of my funeral expenses, including my gravemarke~s soolo as may be convenient after my death. ::::2 ;:, w PAYMENT OF DEATH TAXES SECOND: 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 administration of my estate. DISTRIBUTION OF PERSONAL PROPERTY THIRD: I give my personal property in accordance with a Memorandum which I may attach to this Will. In lieu of such Memorandum, all my personal effects, clothing, furniture, furnishings, jewelry, automobiles, other tangible personal property of every kind, and insurance thereon, I give in equal shares to my children who survive me for a period of thirty (30) days, to be divided among them as they may agree or, if they are unable to agree, as my Executor may decide. The share of any minor child shall be selected and held by my executor for delivery to such child at termination of minority or, in the discretion of my executor, may be delivered either to the minor or to another to hold for the minor during minority and the receipt of the minor or such other person shall be a complete discharge of my executor. Any items not so disposed of shall be sold by my executor and the proceeds added to my residuary estate. DISTRIBUTION OF RESIDUE FOURTH: I give the rest of my estate, per stirpes, to my three children, namely Robert H. Bruce, Jr., Elizabeth Ann Shearer and Cynthia L. Peterson, or their issues, per stirpes, who survive me for a period of thirty (30) days. '';j'-I' /f "'S" L /. initials PROTECTION OF BENEFICIARIES (Spendthrift Provision) FIFTH: No interest in income or principal shall be assignable by a beneficiary or available to anyone having a claim against a beneficiary before actual payment to the beneficiary. Provided, however, any beneficiary may assign any part or all of the beneficiary's interest in my estate to any one or more of my descendants or to anyone or more of the beneficiary's descendants. MINORS AND INCAPACITATED BENEFICIARIES SIXTH: If any income or principal shall be payable to any person who shall be a minor or who shall be incapacitated for any reason, my executor as trustee shall hold such income and principal during minority or incapacity and shall be entitled to apply such income and principal to the health, maintenance, support and education of such person during minority or incapacity without the appointment of any guardian or committee or any authority of court. My executor as trustee shall be entitled to make direct application hereunder or to make application by payment of income and principal to the parent or other person in charge of such minor or incapacitated person, or to his or her guardian or to a custodian under the Uniform Transfers to Minors Act. Any remaining income and principal to which such person shall be entitled shall be distributed to such person upon the termination of minority or incapacity. My executor as trustee shall have the same powers as my executor. POWERS OF EXECUTOR SEVENTH: I confer upon my executor the right to sell or otherwise convert any real or personal property at public or private sale, at such time or times, in such manner, and for such price or prices, and on such terms and conditions as my executor shall determine, and to execute and deliver good and sufficient conveyances, assignments and transfers of the property, without liability of any purchaser for the application of any consideration; to borrow money and to secure its payment by mortgage of real or personal property, pledge of investments, or otherwise, without liability on the part of the lenders to see to the application thereof; to retain any investments at discretion; to invest and reinvest at discretion. without restriction to so-called "legal investments"; to make distribution in cash or in kind; to allocate and distribute different kinds or disproportionate shares of property or undivided interests in property among beneficiaries, in cash or in kind, or partly in each; and to do all other acts and things necessary or appropriate in the management, administration and distribution of my estate. APPOINTMENT OF GUARDIAN OF ESTATES OF MINORS EIGHTH: I appoint my executor as guardian of the estates of minors with power to hold f!;k6 initials all property payable by law to a guardian appointed by my will and to use it for the minor's health, maintenance, support and education, either directly or by payment to any person selected by my executor to disburse it whose receipt shall be a complete acquittance. Guardian may, in discharge of all the guardian's duties, pay any minor's share deemed impractical of administration to the parent or other person in charge of the minor or to his or her guardian or to a custodian for the minor under the Uniform Transfers to Minors Act. My executor as guardian shall have the same powers as my executor. APPOINTMENT OF EXECUTOR/RIX NINTH: I appoint my son, Robert H. Bruce, Jr. Executor of my will. If Robert H. Bruce, Jr. is unable or unwilling to qualify as Executor or having qualified is unable or unwilling to act, I then appoint my daughter, Elizabeth Ann Shearer as Executrix hereof. WAIVER OF BOND TENTH: I direct that no fiduciary hereunder shall be required to furnish bond in any jurisdiction, and if any bond is necessary, no surety shall be required. INTERCHANGEABILITY OF LANGUAGE ELEVENTH: Words used in the singular may be read to include the plural or the plural may be read as the singular. Similarly, the masculine form may be read to include the feminine and neuter; the feminine may be read to include the masculine and neuter; and the neuter may be read to include the masculine and feminine. HEADINGS TWELFTH: The headings used on the various paragraphs of this will are included for convenience only and shall have no legal significance. I have signed this will this I '5:~ day of ~ ' 2000 //l , f. ,/) .k'l 'L/ a/u-{ <-""'1 /..J/~.. , caro(tl;Jii/Y~ Witness ~4\~ Witness ACKNOWLEDGMENT and AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA ) SS. COUNTY OF CUMBERLAND ) We, CAROL L. BRUCE, the Testatrix in and the undersigned witnesses to the will, the attached or foregoing instrument, who have signed the instrument, having been qualified according to law do depose and say: (a) that I, the Testatrix, do hereby acknowledge that I signed the instrument as my will, that I signed it willingly and as my free and voluntary act for the purposes therein expressed; and (b) that we, the witnesses, were present and saw the Testatrix sign and execute the instrument as her will, that she signed it willingly and 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 will as a witness and that to the best of our knowledge the Testatrix was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence. (!. ',';1;, ,/t : .L'l Ltf.{'" . l)lA.<-e~ Testatrix, Carol L. Bruce /1 ;) ~ 1\ I"\..... I f Lt-f-eJ r l (J {.~\ Witness ~+<~ Notary Public ' l Notarial Seal Susan K. Guyer, Notary Public Carlisle Boro, Cumberlarid County My Commission Expires Sept 4, 2003 Member, Pennsylvania AssocIatIOn 01 Notaries