Loading...
HomeMy WebLinkAbout05-02-08PETITION FOR PROBATE anti GRANT OF LETTERS Estate of Helen D. Graham ~. f -~~- ~~ also known as NO' -- L. To: _"_"" Register of Wills for the De~serl. County of Cumberland ~ ~ Social Security No. _ 1 6 9 -1 6 - 5 31 7 ~ Commonwealth of Pennsyh+ania The petition of the undersigned respectfully represents that: Your petitioner(s), who ~/aze 18 years of age or older an the execut-rice ~~ in the last will of the above decedent, dated u9us t 1 , 2 0 0 7 and codicil(s) dated n a _ (state relevant circutnatanas, e.g. renuoci~;on, depth of executor, etc,) Decendent was domiciled at death in Cumberland County Pennsylvania, with h er last fa,,,;~y or principal residence at 69 Ma aw Avenue Carlisle PA 1 701 5 - Sout Mi Pton Towns ip (list strew, number and muncipality) Decendent, they 8 7 years of age, died Ma y 21 , 2 0 0 8 at 69 Maaaw Avenue Carlisle PA 17015 '~ ---~ Except as follows, decedent dtd not marry. was not dtvorad and did not hays a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated. values as fellows: (If domiciled in Pa.) AU persona! properly S 1 7 5 , 0 0 0.0 0 (If not donnidled in Pa.) Personal property in Pennsylvania S (If ~ domidled in Pa.) Personal property in County ~ Value of rest estate in Pennsylvania S situated as follows: WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil s presented herewith and the grant of letters testamentary ( ) theron. (t~~°n~Y; administration c.t.a.; administration d.b.n.c.t.a.) b r~ ^ ~a ~i ~ __ '_ ~ ~~ _.7650 Gal lane .a~ ,~ ! = ~' ~` _Car- 1- sY'ac~~ C'A 9~11f1Q -~ ~.,_ ;'~ ~ O 't.j c..`. '°7 -' -- - r'i H ~~ ~ ~ ~~ _O ~ . OATH OF PERSONAL REPRESENTATIVE COMII~ONVVE.,~I,T]FI OF PENNSYLVANIA 1 COUNTY OF CUMBERLAND f ~ The petitionrr(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 represeo- tative(s) of the above decodertt petitioner(s) will well and truly administer the estate according to law. Sworn to or affir ed and subscribed y ore me this ~~ day of a, Register Nu. ~-I ~D~-L7 0~~ Eig~j~ pf Helen D. Graham DECREE OF PROBATE AND GRANT OF LETTERS AND xow ~' in consideration of the petition on the reverse side hereof, satisf for _ oof having been presented before me, IT IS DBCRBED that the ittstrtuneat(s) dat described therein be admitted to probate and filed of d as the Iast will of ~P (~~'1 ~. (IY~11Q.m , and Letters _Z.,}~ are hereby granted to Re~icter of FEES Probate, Letters, Etc.......... S Short Certificat+eAAS''(/a) .......... ~5~~~~! LL~ TOTAL ~ ~~D. PSled .... ............................. J h DJ Bu ey, Esq i e #38444 ATTORNEY (Sup. Ct. I.D. No 1237 Holly Pike, Carlisle, PA 17013 ADDRESS - - (717) 249-2448 PHONE C'7 r~.a "~ ~ ~ cry ..,__. 'i 0 ~-- '~ ~ ry -i-. ~ ~ , L,~) i -~ ~i.~'T'i ~ i-,j ~ -C7 ~? A O N THE LA W OFFICES OF JOSEPH D. BUCKLEY 1237 HOLLY PIKE CARLISLE, PA 17013 TELEPHONE (717) 249-2448 JoeBLaw@aol.com FAX (717) 249-4103 June 2, 2008 Register of Wills Cumberland County Court House Hanover & High Streets Carlisle, PAl 70 13 Re: Estate of Helen D. Graham, Late of South Middleton Township To The Register of Wills, As recently discussed with your staff, Helen D. Graham died this passed week leaving a Last Will and Testament naming her daughter Wendy F. Graham as the Executrice. Wendy F. Graham resides in San Diego County, California. Her address and telephone number are: Wendy F. Graham 7650 Galleon Way Carls bad, CA 92009 (760) 436-5172 The named Executrice desires to take the oath in her home state so that we may proceed with matters which need immediate attention. I recently discussed the matter with the San Diego County Superior Court's Probate Business Office, which will receive the necessary documentation and prepare an oath or Court Order in the Executrice's home county. The package and documentation should be addressed to: San Diego Superior Court North County Regional Court Probate Business Office A TTN: Maria Galvin, Head Clerk 325 South Melrose Drive Suite 1200 Vista, CA 92081 i ~ z . N -0 :z N .. or \0 .....,,,..~. -'''' ;IJ ;"r"l rr"l C''' G- C,."J W::o ~.o rnm :no c~o -n --n -. :n ~.~ r- c.? .'"'""\ ~1.~.. Page two Letter to Register of Wills We request that our office be notified as to when the documents will be sent so we may coordinate with the San Diego County Superior Court's Probate Business Office the anticipated delivery and a time to have the Executrice appear before that Court. Thank you very much and if you need anything further, please do not hesitate to contact our offices. JDB/clb Enclosures Cc: Wendy F. Graham ~~(,5.Rf)5 ~EV (f)Y07) 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 14331268 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 forwarded to the State Vital Records Office for permanent filing. am..~~ NIt L Local Registrar Date ~slu___ po../t it C- ji , c,.,) ;::l..J :1.J r;"'l rr'8~ '-'-:> ... G? :::q g38 ~~ <~;Q ;;d!M t... (j?~ ~ <". ~ a .. - - I REV 1112006 I PRlNT IN MANENT \CK INK COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH (See Instructions snd examples on rever..) 3. Sooiol Securily-. 1._0I_IF1III._,illl.dxl 87 VII. Ill, COunly 01 Doolh 17c.DYes,_Li'Iod~ 17d.Kl ~o:'r- Carlisle Top. CilyIBoro 1Q._.NsmoIF1lll._.__) 'l'beresa. h 2Ob._.MsIlr4l_I_,cllyl_.SlI1s.zlpcodl) 121 Echo Ioacl Carlisle PA 21c._0I~I_oIC1lll1111y.CIIll101oIy"_placol /oppnlIinoIo- 0ns0l1O Doslh ==:~=~ . lCes!'1 It.",. .~ PJJnt..t:J1l-G- eua 10 {or. '_01): b. CItJl:.c.Ai~t, l1&.j 'j' tl.t.J~rJVr::. YbLlU.oAOt If. r eualOlor.,_oI): tu E1;;j(.~ y~ ~1sI-'Hony. .10 ....lIIIdonIneL __YIlClCAUIE =-~~ iH.5 c. Out 10 (Of..conIIqUiInCltof): 3Ot, Wason ~ -- d. 3Ob,-~FlndInas A__lO~ of CIuII of 0eeIh? 31._oIDoslh 5l- D- O - 0 I'tndIng '-iIgslIoo o s_ DCco;dNolbo_ M. DVII ~No o Yes f)a' No 32<1. T1mo oIlnju1y 331. ColUIIsr (cI'ock orly...) . CortIfJtnt"",*,,"~CIrliIjOngClUllol-__~has__ond~IIsm231 To 1110 bOst 01.., --.... ___101110 CIUII(')IIId_.-,__ _ _ ___ _ ___ _ _ _ _ _ _ _ ___ __ _ __ _ _ _ _ _ _ 0 . =o::=,,,,=,,,=::'~dII::~=lO==_.-._________________ 0 . __/Coronor . On1llo_"-lIIdlor~~IlIy_.__s1Iho__,IIId_.lIIdduo"1IIoClUll(')IIId_.-' 0 23c.-SIfToId(_,dIy.yoot) ..5"- ;;J,I -oS -J-. 28. Wu eo. ~ 10 MIdoII_1 CollIns, for. Raoson 0Ih0t1hon ~ or DonsIion? Dv. J2!1No PoJ1n: EnlIr____lo_ 28. OIcI_UsoContrbielo Doslh? 1xJt1llll18llJlllng~lhIlJ1dorII1ngCIUII""~PoIlI. 0 V. D~ o No ~'l.ImlcMn 29.'_: 3No1~_pIIIyss, o ",-","1Imo0l_ D NoI~,lxJti>llll"llll_02d111 ol_ D NoI~.buI_'3dsyslolyss' -- D~H_wllhInlhl""yssr 32c. ==::rs:.;;-. ~1CIory. li::.JtII'~A"t- ~y j)tS' E)kS'E 32g,l.ocs1IonollnjulyISbesl.c:lIy/_,_1 33d. OlIo SIpl (Manlh, diy, yssrl ,{) S - ,l / -.,).(J/J'l 35. ~ ,0<', / ldi I / 1"" 34, _ ond _ 01_ Who ~ Csuss 01 Doslh (hsm 27l.TypeIPml tl~/'V)I\.#) J. Wu"'" .... VI 13....ft .i.P7'1. '}'1l.V1V 44# . . / ~? srd 0lsp0sI01on PIIlll'No. 0228212 LAST WILL AND TESTAMENT OF HELEN D. GRAHAM A venue.-.;t ylvania,~ . ~ IDENTIFICA TIONS1:.rnn DEFINITIONS . <J>~ ~ I am a widow. I have four (4) children, SUSAN G. McLEOD, ~ F. i? GRAHAM, GEORGE C. GRAHAM, and ALAN L. GRAHAM. By this will am :: .:.1 leaving nothing to my son George. I, HELEN D. GRAHAM, domiciled and resident at 69 Magaw Township of South Middleton, County of Cumberland, Commonwealth of Pe declare that this document is my Will and revoke all my previous Wills and C :::;2 ?:iY-) ~ c-:> ~,< ..t., c.'. C'::J t;:';0 _"t:) . c.> ~~-, ......,..1. ;;~6 ;..-" rrl t/) C) "'0 'I II. PAYMENT OF EXPENSES, DEBTS, AND TAXES I direct my Executor to pay medical and administrative expenses and all taxes payable by reason of my death, before any division of my estate. My Executor shall not attempt to have any part of such taxes apportioned among the recipients of property includible in determining the amount of such taxes. Proceeds on insurance on my life up to the maximum allowable as an exemption from Pennsylvania Inheritance Tax and distributions from pension and profit sharing plans exempt from federal estate tax, all of which are payable to my Trustee or any beneficiary (other than my estate), shall not be used to pay debts, taxes, expenses of administration or other charges against my estates. III. SPECIFIC BEQUESTS 1 11 A- .. '~ .1f'"\ I bequeath my 1820 convex mirror to my son-in-law, Dr. Thomas Bartol. I bequeath the sum of $10,000.00 to my daughter, WENDY F. GRAHAM. I bequeath the sum of $10,000.00 to my grandson, COURTLAND McLEOD. I bequeath the sum of $10,000.00 to my grandson, McKENZIE McLEOD. I bequeath the sum of $15,000.00 to my dear friend, NORMA J. OCKER. I bequeath the sum of $10,000.00 to SAINT PAUL'S LUTHERAN CHURCH.! bequeath the sum of $5,000.00 to my son ALAN L. GRAHAM. These bequests are subject to the recipients surviving me, except that if my grandson Cortland should predecease me then his specific bequest shall be given to his wife, Jovan. IV. DISPOSITION OF PROPERTY I dispose of my property as follows: Tanszible Personal Prooerty: I direct that tangible personal property shall be offered for public sale to be held by Cordier Antiques & Fine Arts of 2151 Market Street, Camp Hill, P A 17011 through what ever means they and my executors determine to be the best method for achieving the highest return on the items. Residue: I give all other property which I own or over which I have a testamentary power of appointment, to and for the benefit of my said daughters, SUSAN G. McLEOD and WENDY F. GRAHAM, in equal fifty (50%) percent shares. V. DAUGHTERS FAILING TO SURVIVE If my daughter, SUSAN G. McLEOD, does not survive me, I give the one-half (1/2) share she would have received to be divided equally among her two (2) children, COURTLAND McLEOD and McKENZIE McLEOD, or their survivors. If my daughter, WENDY F. GRAHAM, does not survive me, I give the one-half (1/2) share she would have received to her husband, THOMAS BARTOL. VI. FIDUCIARIES Executrix: I nominate and appoint my daughter, WENDY F. GRAHAM, as Executrix of this Will to serve without bond. If she does not survive me, declines to act, or having qualified, resigns, dies, or is removed, I nominate my daughter, SUSAN G. McLEOD, to serve as sole Executor to serve without bond. Powers: I give my fiduciaries, including successor fiduciaries, all the powers contained in Chapter 71 of the Pennsylvania Probate, Estates and Fiduciaries Code at the time of the execution of this Will, and those powers are incorporated by reference. VII. MISCELLANEOUS Survival Defmed: No person shall be deemed to have survived me or to be living at my death if he/she shall die within thirty (30) days after my death. Donation of My Remains: I am a member of Humanity Gift Registry and direct my family, my attorney and my appointed executor to insure my remains are released to the Registry as soon as possible following my death. In testimony of which I now sign this Will, in the presence of witnesses whose names will appear below, and request that they witness my signature and attest to the execution of this Will, this 1 st day of August, 2007 at 69 McGaw Lane, Carlisle, Cumberland County, Pennsylvania. )~~.~--k~ HELEN D. GRAHAM HELEN D. GRAHAM, in our presence, signed this instrument. Before she signed it, she declared to us that it was her Will and requested that we act as witnesses to its execution. We believe her to be of sound mind, possessing testamentary capacity, and not subject to undue influence, fraud, or coercion. We now, in her presence, and in the presence of each other, sign below as witnesses, all on this 1 st day of August, 2007 at 69 McGraw ve., Carlisle, berland County, Pennsylvania. residing at 1237 Holly Pike, Carlisle, PA 17013. ~ ';/ ~ residing at 34 Summerfield Drive, Carlisle, PA 17013. COMMONWEALTH OF PENNSYL VANIA COUNTY OF CUMBERLAND : ss We, Joseph D. Buckley and Cheryl L. Bennecoff, the witnesses whose names are signed to the foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testator sign and execute the instrument as her Last Will: that she signed willingly and for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witnesses; and that to the best of our knowledge the Testator was at that time eighteen (18) or more years of age, of sound mind, and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by Joseph D. Buckley and Cheryl L. Bennecoff, witnesses, this 1 st day of August, 2007. ~~g~ f4OIIlIW. __ IMBtIAYIUCIUY NDIary MIc ICUlfICal1ON_QIIIEI~CCUNIf u,eon.......ExplMaJl.ft23.2009 t Ill.., FecEx. USAirbill , Express Ii 1 From "'-ptintond_hMrJ. ii Sender's fedEx Date AccountNlIIIIber, Sende(s eu", ~-~ tIJcut,"I"I Nama AR,"17'I:7'- IJP ~l L~ 8586 1232 7377 F_ Trlckng Number ~1!")7-9179-3 PhOne(717) 249-2448 Company BUCKLEY, JOSEPH, LAW OFFICE OF Addr8ss 1237 HOl.LY PIKE ~ SIIrl8 P A ZIP 17013-4435 City CARLISLE 2 Yw 1IIIIImIl....1IlIfInIIIce Rn<:M_....;;;;.;;;: 3 To fJA.o~ 4,U41".e:uS~CIT ~8 A-rr"''' M Ml.tA t'r/tcAIIN: ~ ~"O) 1aJr't5tl5 5 L,.". suI'ePtu'- t!..O lot 11-1 Company ~ ()' e- ..0 L-4;.I ~8N()(.."tf4 CI.,A;"!1- ~,'..rtfc; {fIv,a- We clnnot dlliver to P.O. box.. at P.O. ZIP cOd... ~ Adcjress 3~ ",,0...14 '. .II'J./brle.... ~c,W To requelt. plcbQt.. hehllt laplcine fedEx JOcetion.. print FtdEx add..... htrt. J .5"" rC" J z/)o City VJ& 'T'It- SIIrl8 cCA. ZIP 'J ~1 0343419327 ,/0 '----'0" : '. , ..' f ~ ".' .. SOl....;.:,j.. :t:.. 02),5 4a Express Package SelVice ~ ~~~~i~~O~i~~%~~~ht D ~~~~~8~~~~~~.~emight ~hlPmernswdl be delivered on Monday Saturday Delivery NOT available. unless SATURDAY Delivery is selected. D FedEx 2Day D FadEx Express Saver ~::s~~:~:r~~~~~Ondav ~td~iD~~d~Y;OT available. ~nle;:d~~~~I~:~~::I~~MinlnumCh.rue:one.poundratll. -1 4b Express Freight Service D ~:~~a1:!.e~~ shipments will be delivered on Monday unless SATURDAY Delivery is selected. * eaM for Confirmation: 1'Ilckages up to 150 Ibs. o f:n~~!:~2~:~i~~ dehveryto select Iocations.* Saturday Delivery NOT8VBilable. eTa .......... D FadEx 2Day Freiaht Secondbusin8SS~ursd8Y =eS:~~o':YDeivert~n= I'lIcIaIgtI8 _ 150 Ib& D ~~~~,:~!!,ight Saturday Delivery NOT lVIIillbIt. "To .......... 5 Packeging ~ FedEx l"-l-fnvelope* D Other D ~,~l::rSmelp,~ D FedEx fldEx lIrgo P....nd fldEx Slu.., P.. Box D FadEx Tube . 00C.........1mil_ 6 Special Handling 1--.----.. '.clude FedEx .dd"" ,. Soc".u 3. D ~=:I~:-V D ~O~~ ~=on FedEx Sta.d.... awm;e NOT Available for Available ONLY for ~,~"I.o;;,.-=Fr'i~htExpre" FodExAmaw_ ~=':..~ Don lIIio....... _i.......-......7 c----- One box must be checked. _.~ D No D r::.....Chld D ~'Dodo_ D ~~~~:UNllM& _x_ill ShijJper's Oecllration. natlWquirwd. D C Ai aft Only llongoroUagoodali1ckldingdlYicolclMOlbo__FodEx_ argo rcr ~~ Bi~ ___No.IIIC101111Con1No._ ---, lM~"'!.nder D Recipient D Third Party D Credit Cerd D Ca8lVCheck Acct No. tn SectIon 1 wilbebiled. _AcelNo. CndlClolNo. &a:. TIM PlIcIaIgIs TalIIWIigIIt TalIIlIIaIIIIlI VIIIIII $ .00 t:"~::~":""::"~it~~~::'~':"":=-..r'..1::~ FolIEx u. Only 8 NEW ....id.ntial Delivery Siglllllur. Opliona .,..............._Dncl..._ 0ir8cl Signature =:..'"'= D doMry.Foo_ Indirect Sian1dur8 WI lnoantl"WIItIII-.-- ~~-- II........... -11II'/ algnfordoMry.Foo_ No Si.llnature D =red boloft -.:::.,. . .......tor dIMty. Rft. Om 11,..,.rt'15121M1M-2IIIIIi FedEx-PfUNTED IN U.s.A.-8RS 15191 " ~ - FecEx~ US Airbill Express From _,...ond__ 8586 1232 7388 FedEx Trnklng N...bor DIIl8 Sendl(sfed~ . Account Number 2157-9179-3 Sende(s 1~Mn;- ',;::p::fJ Name (fw,(JIt:n.t> ~f.(~f..- t:.()~ Phone I 717) 249-2448 ~~BUCKlEY, JOSEPH, LAW OFFICE OF Addieaa 1237 HOl.lYPIKE ~ CitvCARlISlE 2 Yw........_~...~ RIIlJl_"_.. SbIl8 P A ZIP 17013-4435 UPTlOI\IAL 3 To.. T1I6 #I ;...,.,u ~s G-L.hI6A- F~I;lf..~""'~.( 7n )~'fC-~I/~ Company 4::&JST'JI....."../tF W/L.U . F CIuk I#1tLtfNIJ ~u~ ~S(!IoUHoC.~ We c."notdellVtttOP.O. boxes of P.O. ZIP cod". CfJft /Ir """'E U/W~ --. Adell-. I .CAtdl'hU-JE.~tilu~ To requtlt 'Plckag. be "'lei lit . tpniflc: FIdEx ~ printFedEudclrnle.,rw. City C:,I44-I.$ I$" I". ZIP IffJ8 SbIl8 0343419327 : '. , ,,' f , " 4a Express Package Service f11 ~~~~~~i~~~i~~%~!~ht D ~:~~~~~~~~~emight N shipments will be deltv,ered on Monday Saturday Delivery NOT available unless SATURDAY DellvlIry is selected. FedEx 2Day 0 FedEx Express Saver D ~~i~::~~:~:~:e:~~~MOnd8V ~:J~=ri~OT available. ~nle;:d~~:~:~eD:en~~::i~~~MinimumCh8rge:one-POUndrate. ~ 4b Express Freight Service D ~:~~~Ps~la~!.e~~ shipments will be delivered on Mondav unless SATURDAY Delivery is selected. + Call for Confirmation: 1'ack1l/lllS Up to 1511 Ibs. o f~~~!;;~:~~~i~ delrverytoselectlocations.+ SlIturday Delivery NOT available, + To ........... O FedEx 2Day Frejjlht Secondbu8inessd~Ursday ~~I:~e:rIT~~ydOelive~~n=, 1'ackIl/lllSUVIIrI5111bs. o ~~~~,:~.~!!,ight Saturday Delivery NOT availlble. .. To.....1ocIIIea 5 Packaging Q FedEx il""'o.j:nvelope* o F,~'~d~~~~",,'P'~ 0 FedEx FadE><"'rg.P.~ondFadExSlurdyP.~ Box o FedEx Tube + DecllredvalutlimitS5llL o Other 6 Special Handling Includ. F.dEx .ddress in Section 3 o ~W:~:I~~ 0 ~tO~~:rx, ~~=on FadEx Stond.rd Ovom~ NOT Available for Available ONLY for ~~,~~Fed~~Fre:htExpreS8 FedExFntOvemight ~~==t=... r=-- D08Idlil~=~.ce~~~__~____~l o No 0 r:~r_hed 0 ~(IOec~ro1ion Shippe(s Declaration. 11lJlr8quired. 0W1ger00s goods (including dry ice) camet be IIWpped in ftw:lEx pacUging. O~~~:1JN11M5_X_'" o Cargo Aircraft Only ~p 8i/llo: ____No....CrodIlcnNo._ r-=-- ----, Sender . 0 Recipient 0 Third Party 0 Cred~ Card 0 Casl1/Check Acct No. In Seeoon llNillbebilled. =~. ~ TOIaI PecIcages TalII w.ight TalII DeaInII Vllluet $ .00 t=~:."~':~-':'~~::'~':"-==-.r_-=,1he FedExUleOnly 8 NEW Residential Delh,ery Signeture OptlORl w,..............c_Dhct.._ No SiJlnatura o ~'~~~~be'" ~~I=ry. RItV. Oat1l11!05-Plrtll5827MI........ FedEx-PRlNTEO IN U.S.A.e$RS ="=re O IddreIInyllgl'lfor <WNory.fH_ Indirect Siarudura a;no In iI MIIliII.- -- .........-- ........... -... sign fer <WNory. "" ........ 15191 "