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HomeMy WebLinkAbout06-16-08PETITION FOR PROBATE AND GRANT OF LETTERS ,rte Register of Wills of Cumberland County, Pennsylvania ~`~ ~~~~Q~/~~ ~f Estate of Robertk'. Arndt File No. CaL--~-! LL ~'r"R also known as ,Deceased Social Security Number 183-20-4320 CJ t=, , ; ~O Petitioner(s), who is/are 18 years of age or older apply(ies) for: ~ ~ ~ COMPLETE `A' OR `B' BELOW.) ''?>~,~ ,_ - ~ ~ --' `: ® A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) isfare the executrix named in the~,~stti `Jill of the Decedent- -, dated 10/23/2000 and codicil(s) dated NA ,, U `= i x" ~,-- ~: _ Barbara C. ?~rndt, named in the Last Will and Testament as the 1$` choice died on Apri128, 2008. -.~ ~ ~O ~„ tv 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 instruments offered for probate; was not the victim of a killing and was never adjudicated an incapacitated person: NA ^ B. Grant of Letters of Administration (If applicable, enter c.t.a., d.b.n.c.t.a.: pendente liter durante absentia; durante mtnoritate) 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.t.a. or d. b. n. c.t.a., enter date of Will in Section A above and compete list of heirs. ~ Name Relationship Residence ~ (COMPLETEE INALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania, with hislher last family or principal residence at 30 Westfields Drive Mechanicsburg Silver Snri~ Township PA 17050 (list street, number and municipality) Decedent, then 75 years of age, died on March 12. 2002, at Holv Spirit Hospital Decedent at death owned properly with estimated values as follows: (If domiciled in PA) All personal property $ 10.000 (If not domiciled in PA) Personal property in Pennsylvania $ (If not domiciled in PA) Personal property in County $ Value of real estate in Pennsylvania $ situated as 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 undersiened: Signature Typed or printed name and residence //' (~~i~~~`' 'lam"' Diane C.~cssei' t~egc.r 108 Autumnwood Drive Middletown, PA 17057 Form RW-02 rev. 10.13.06 Page 1 of 2 Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland SS 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 k:nowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. Sworn to and affirmed and subscribed before me this ~_ day of ttn~e ~'6h~~U Signature of Personal Representative Signature of Personal Representative Signature of Personal Representative File Number: ~ I ~ ~ Q ~ O~ ?"~ Estate of Robert E. Arndt Social Security No.: 183-20-4320 APJD NOW, 1 l.9 ~~ ~ ~p ~(JU b , in consideration of the foregoing Petition, having been presented before me, IT IS DECREED that Letters Testamentary are hereby granted to Diane C Reeser in the above estate and that the instrument (s) dated October 23 2000 describf;d in the Petition be admitted to probate and filed of record as the last Will (and Codicil(s)) of Decedent. FEES Letters ................. Short Certificate(s) ..... . Renunciation .......... . W~~~ _ ~. TOTAL .................. $ Deceased _~. m ~^. „x ~ ~ E_ -~, C.: ,~ v -~ Tm ~~ ~'> ~ tV Date of Death March 12, 2002 Attorney Signature Attorney Name Ann Trimmer Supreme Court I.D. No.: 49679 Address: 3401 North Front Street Harrisburg, PA 17110-0950 Telephone: 717-232-5000 ~~g3~/voa rev. 10.13.06 Page 2 of 2 105905 RF.V.(6/06) ai-off ~o~~~ This is to certify that this is a true copy of the record which is on file in the Pennsylvania Division of Vital Records in accordance with Act 66, P.L. 304, approved by the General Assembly, June 29, 1953. WARNING: It is illegal to duplicate this copy by photostat or photograph. Calvin B. Johnson, M.D., M.P.H. Secretary of Health nAilitacY ~ ~ 7 ~ ~~ 1 d Status No. H,OS.iM Rev. 1191 TYPEIPNNiT IN PERMANENT BLACK INK ~k.~ ~4110i4~~ Frank Yeropoli 00 State Registrar J11N 0 2 2008 Date ~ C ~ ~ c~ ° = ~J ~- r` ' ~- _ ~~~ ~ i. _ ~ ~ (-- ' ~ ~ - - r~fa ' f _) ~~ ~ ~I l ~ ..U TJ ~p - N COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS CERTIFICATE OF DEATH 0 2 5 6 5 2 (Coroner) NAME OF DECEDENT (Frcg, Mitlde. Lag) SE% SOCIAL SECURITY NUMBER' L DATE OF DEATH (Month. Day. Year) ~~ Robert E Arndt x. Male 3. 183 - 20 - 4320 .. March 12, 2002 MiE (Last Bkthday) UNDER 1 YEAR UNDER 1 DAY DATE OF BIRTH IModn Da Year) BIRTHPUCE (Clry arq Slat r F r i C tr PUCE OF DEATH (Che ck only ore-see ingructions on oMer side) Momhs Days Ibura Minutes , y. gn e o o e oun y) HOSPITAL: OTHER: 75 Yr,. 5. Aug. 9,1926 ~{ a r r i s b u r g P a v tAnt ^ ERIOutpatieM ^ DDA ~ „~rme"~ ^ Ra,idan<. ^ ~~, ^ CWNTV OF DEATH CITY,BOR TWP DEQH FACILITY NAME (Ilna ingiNf ,give greet and number) WAS DECEDENT OF HISPANIC ORIGIN? MCE-American lrWUn BIxk Whila etc , , , . Cumberland East Pennsboro Hol S irit Hos ital No® Ye,^Bye,.,pecirya,oan, (spatw) Y P P Me,ican, PaMO Rican, arc. b. k. ~. a W h i t e . ,g DECEDENT'S VSUAL OCCUPATION KIND OF BUSINES&INDUSTRV NNS DECEDENT EVER IN DECEDENTS EDUCANON MARITAL STATUS~Married SURVIVING SPOUSE (Glue kind d wak done durinr~g og U. S. ARMED FORCES? 5 oM h' heal ratle cam Never Mewled, Wkbwed, (II wile give maiden nam , e) of rrorkkg life; do rwl use reared.) V ~ No ^ Ebmedaryf5stondary CoNege Diwrced (Specify) . py~ner/operator 1e. Insurance ,x ,3 (0,2)12 (*aor5., „Married ,$arbara Crane DECEDENT'S MAILING ADDRESS (Strern. CilyR wn, SMte. Zlp Code) DECEDENT'S ACTUAL 1Te State P e n n s y l v a n i a Di S i l v e r S ~ r i n 3 0 W e s t f i e l d s Drive . d i7a Yes, decedent lived in g „~ a RESIDENCE d M e c h a n i c s b u r g P a. 17 0 5 0 ecedent (See ingruclpns live in a ~^ dhar gde, Cumberl a n d mrmenip? Ne d«eGnt lived FA'MER'S NAME (frcg Mitldl L gl , ,Th.ce na.^ witbinadwlumBSO/ orcyfeoro. ' , e. a MOTHER S NAME (Fkg. Middle. Maiden Surname) ,e. ~ ,e.Farie I. Stevick INFORMANT'S NAME RYVa'prlnl) INFORMANT'S MAILING ADDRESS (Skeet, CAyR n, Stale, Zlp Cade) xu8 rbara C. Arndt x,,.30 Westfields Drive Mechanicsbur Pa. 17050 METHOD OF DISPOSITIOI---Npp GATE OF DISPOSITKOJ Braiel Ll Cremation ^ Removal Irorri Slate ^ (Monts. Dey. Year) PUCE OF DISPOSITKIN-Name ofGmetary, Crematory LOCATION-CMfT wn, State, Zip Code or IXMr place ~~~^ ill ^ 3-18-02 z„l. z,a Indiantown Gap Cemeter Annville, Pa. zte. x,d. SIEiNATUR F ICE LICENSEE PE NACTING AS SUCH LICENSE NUMBER NAME AND ADDRESS OF FACILRV ~ ~1. xxa. Fd-014318-L xxc.l4 ers F.H. 37 E Main St MBG Pa. 17055 Ca Bema 23a-co wnen certfijirg bare best of my knowledge, tarred at Ina mns, dateaM plate gated. LICENSE NUMBER physkian N nd avails DATE SIGNED (MOnM, Day, Year) cen:ny tease or rleatn z+a. Itenys 2x-28 moat G mmpbted try TIME OF DEATH DATE PRONOUNCED DEAD (Mmpt, Day, Vear) VaS CASE REFERRED TO MEDIC L EXAMINEfUOARONER? °°°`°~"~°pr°~°~Ce8tlB81n se. 7:48 P. M zs. March 12, 2002 ~ Yes Ne^ n. PART I: Enter the diseases, injuries or cpmplkatiorN whim caused Ina Gam. Uo not emer tfre mode d dying, sucn u rardiac or respiratory arreg, shock or need hAUre. ,Approximate PART 11: Omer SignNkaM condillions tomripNir,g b deem, but List only one cause on each line . i iderval between r,ot resuning m the underyirg tease given in PART I. MIkIm1ATE CAUSE (Final allot arts Gatn cheese a corWkion reR~nng'neeam)--. a. Probable Cerebrovascular Accident Remote CVA's DUE m (OR AS A CONSEQUENCE OF): SpueMlaly fist cond'gions b. Barry kWing to immediate DUE 1Q (OR ASACONSEQUENCE OF): a. Eller UNDERLYING CAUSE (Oiaease a Injury c. Meat irdaetetl eveMS DUE TO (pi AS A CONSEQUENCE OF): ' esuAang in cram) UST e . WAIT AN AUTOPSY WERE AUTOPSY FINDINGS MANNER OF DEATH DATE OFIWURV TIME OFIWURY IWURV AT WORK? DESCRIBE HOVy INJURY OCCURRED. PEi1FOHMED? AINIUBLE PRIOR TO (MOnm. Day,Y r) COMPLETION OF CAUSE OF DEATNI Natural ~ HomkiG ^ y,, ^ No^ Aceidant ^ Pending Mvestigalgn ^ 30e. 3oa. M. Spa 30d. Yes ^ No~ Ves ^ No ^ PLACE OF I WURV - At nome, term, street, factory, oKCe LOCATION (Street CAyR wn, Slate) Suicide ^ Could riot G tlelermir M ^ bdldnq, etc. (Specity) xe... x~. ?9. 30e. ~. CERTIFlER (Check only one) CERTIFYING PHYSICIAN (Physician certifyvg cause d tleem when another Pnysician nos pronounced death and comdeled Item 23) SIGNATURE AND TIT RL To Ina Mlof my knowMdge, deem oecurred aw to tn. cauae(el and rnann.. ae slNee ..................................................... ^ 31n Coroner 'PRONOUNCNIG AND CERTIFYING PHYSICIAN (PhYSician bolo gonouncing deem and crMifyir,q b cause of Oeamj L EN NUMBE DATE $IGNED(MOnih. Day, Year) M Ta the woo/my knowledge, Gam oecweee at doe tlme,GM, erta pMeq arts due to the eau.e(e)and m.rmerasmt.d .......................... ^ arch 13, 2002 3it- „d. NAME AND ADDRESS OF PERSON WHO COMPLETED CAUSE OF DEPTH 'MEDICAL E%AItNNERICOftONER - (Item 27)Type or Print Michael L. Norris, Coroner On the DBMS of a:aminatlon and/or inveatigetbn, in mY opinion, Lath oeeurred n Me thne, data, etw place, and due to the cwse(s) and 63 7 5 Bas ehor a Road , Suite ~ 1 manner a atatr,d ................................................................................................. 3,a ~ 3x. Mechanicsburg, Pa. 17050 REGISTRAR'S SIGNATURE AND NUMBER A ~Le31 ~ ( ~ ~ DATEF ~p (MOrsh. Day, Vear) ~' ~ ~ .c,rc.pv 33. . l~(.r~ 3a. t, %S aCO~L. ,r ~~_~_oc~~~j LAST WILL AND TESTAMENT of Robert E. Arndt I, Robert E. Arndt, of 30 Westfields Dr, Mechanicsburg, Cumberland County of Pennsylvania, being an emancipated adult of sound and disposing mind, DO HEREBY designate this my LAST WILL and TESTAMENT revoking any and all wills and codicils made by ~ prior t~e date. , set hereinafter. - -© ~~ <_ :__~ ,~~~~ c- z ~, GENERAL PROVISIONS J/ ~ ~ Article I. EXECUTOR <~~c~ ` ,J ~ r ~~ ~~ Section 1.01 NAMED. 1y ~ ' (a) I do hereby name Barbara C. Arndt to act as executor(s) of my estate. (b) In the event that the above-named executor(s) shall fail to qualify or cease to act, I appoint Diane C. Reeser in his/her/its place. Section 1.02 RIGHTS and PRIVILEGES. They shall have afl the rights and privileges accorded by law and the specific rights and responsibilities set forth hereinafter which shall be exercisable without court authorization. Section 1.03 FEES and BONDS (a) 'The executors named hereinabove shall receive NO FEES. (b) I't is further provided, that my executors shall serve without bond and shall be held harmless unless the damages were caused by gross incompetence, gross negligence or actual intent to defraud. Article II. MANAGEMENT PROVISIONS I, hereby, authorize my EXECUTOR(S) in his/her/their discretion: Section 2.01 To retain and/or invest in all forms of real and personal property, without being confined fio those investments authorized by any statutory list, without being required to diversify and regardless of any principle of law limiting delegation of investment responsibility of executors; Section 2.02 To compromise claims and to abandon any property which, in my executors' opinion, is of little or no value; Section 2.03 To se{I at public or private sale, to exchange or to lease for any period of time, any real ar personal property, and to give options for sales or leases; - 1 - Init. LAST WILL and TESTAMENT of Robert E. Arndt Section 2.04 To join in any merger, reorganization, voting-trust plan or other concerted action of security holders, and to delegate discretionary duties with respect thereto; Section 2.05 To partition, subdivide or improve real estate and to enter into agreements concerning the partition, subdivision, improvement, zoning or management of any real estate in which my estate has an interest and to impose or extinguish restrictions on any such real estate; Section 2.06 To employ and to rely upon advice given by investment counsel, to delegate discretionary authority to make changes in investments to investment counsel, and to pay investment counsel reasonable compensation; in addition to any fees otherwise payable to my executors; Section 2.07 To employ a custodian, to hold property unregistered or in the name of a nominee [including the nominee of any institution employed as custodian), and to pay reasonable compensation to the custodian; in addition to any fees otherwise payable to my executor; Sectionn 2.08 To borrow, and to pledge property, real or personal, as security for repayment of any funds borrowed; Section 2.09 To operate any business of which I was the owner on the date of my death, to the extent permissible under the law, and/or to hire such employees/managers to continue such business until it can be sold or otherwise distributed; and Section 2.10 Except for such specific instructions set forth hereinafter, to distribute in cash or in kind. (a) The executor(s) MAY in their sole discretion make distributions of property on behalf of a (beneficiary to such other persons as the executor may deem to be in the best interests of the (beneficiary, but the executor(s) cannot be compelled to do so. (b) 'The executor(s) in distributing the assets of the estate should consider the nature and use of 1:he asset, and to the extent possible, in their discretion, distribute the asset to the beneficiary who would most benefit from its receipt. As to any investments that may be in my estate, i would recommend that those investments considered Income oriented, such as cash, bonds, E,tc be distributed to my spouse, or any trust which would be included in my spouse's estate; and any investment which would be considered Growth oriented, such as low dividend stocks, would be distributed to or on behalf of my descendents. Article III. FUNERAL I, hereby, direct my executors to pay for all expenses incurred in my cremation/funeral, including, but not limited to, cemetery plot, casket, vault, embalming, funeral home's services, death certificates, etc. including such costs that are reasonable thereto. Article IV. DEBTS and BILLS Section 4.01 I, hereby, direct my executors to undertake whatever actions are reasonable and - 2 - Init. LAST WILL and TESTAMENT of Robert E. Arndt prudent to collect all sums owed to me at the time of my death, including, but not limited to, loans (whether secured or unsecured), dividends, interest, unpaid wages, insurance proceeds, and damages under law or in equity, etc. Section 4.02 I direct the executor(s) to pay all debts owed by me individually upon receipt of due proof of both the existence of the debt, and the correct amount owed. (a) Provided, that such debts are unsecured by any property, real or personal. (b) If, however. the debt is secured: (i) it shall be paid if a specific bequest to pay such debt is made herein; (ii) otherwise: 1) the debt shall pass with the property to the appropriate heir. Unless, 2) the secured property is sold by the estate, then the debts secured by that property shall be satisfied. Artic{e V. TAXES and FEES section 5.01 I direct the executors to pay from my estate (a) all taxes due, whether as (i} income taxes, (ii) estate taxes, (iii) inheritance taxes, (iv) transfer taxes, and / or (v) personal property taxes, (b) ~Nhich are payable because of my death (c) seeking reimbursement from non-probate assets, specifically including the ROBERT and E3ARBARA ARNDT LIVING TRUST, dated 4~.2 ~-3 , 2000 to the extent the assets of the estate are insufficient to pay all of such taxes. Section 5.02 In addition, they shall pay all fees necessary for the changes in ownership, which are caused by my death. Section 5.03 Such TAXES and FEES shall: - 3 - Init. LAST WILL and TESTAMENT of Robert E. Arndt la) First, be paid from my residual estate; (n) Any taxes paid because of property which passes outside of my estate, shall be deducted from the share to which such beneficiary is entitled of my residual estate, (ii) Otherwise, such taxes shall be considered to be a further gift of my residual estate to such beneficiary. ar~d if that is insufficient, (b) they shall be apportioned between the specific bequests set forth hereinafter as follows: (i) first, from the monetary or cash equivalent bequests, otherwise (ii;) from any hard asset bequests, and my executor(s) shall seek such contribution for such taxes as is appropriate. (c) Should my estate be insufficient to pay such taxes and fees, then the executors shall seek contributions for such unpaid taxes and fees from the recipients of those assets which passed outside of my estate, but which are included in my taxable estates}for Federal Estate and state Inheritance and Estate Taxes, in proportion to the amount of such taxes and fees generated by each such asset. Article VI. KNOWLEDGE and DEFINITIONS Section 6.01 Being aware that each state has different laws relating to the definition of "estate" and the rights of survivors, and, further, that the definition of "taxable estate" as set forth by the Internal Revenue Service, includes many types of property which are not included in my probate estate under Pennsylvania law, I, hereby, state that for purposes of this WILL: (a) "'estate" shall mean and be equivalent to the probatible estate as defined under Pennsylvania Uaw; (b) "taxable estate" shall mean the "gross estate" as defined by the Internal Revenue Service, and (c) "residual estate" shall mean my estate after deducting all SPECIFIC BEQUESTS and HOUSEHOLD and PERSONAL EFFECTS as set forth, hereinafter. Sections 6.02 "Spouse" shall mean that person who is my spouse on the date of my death, and use of a proper name to describe my spouse shall not be an indication of my intention to leave anything to the named person, unless such person is my spouse on the date of my death. Section 6.03 "Child(ren)" shall mean the natural child, adopted child, step-child either legitimate or inlegitimate, whether a product of the appropriate union or otherwise, whether now existing or k~orn hereafter. - 4 - Init. LAST WILL and TESTAMENT of Robert E. Arndt Section 6.04 "Applicable Exemption Amount" shall mean that amount which when added to any prior "taxable" gifts would yield under the then applicable lifetime exclusion a net "Federal Estate Tax" of ZERO ($ 0.00) DOLLARS, plus such additional amount which would generate "Federal Estate Tax" equal to the Death Tax Credit for such taxes owed to the state of domicile. Article VII.COMMON DISASTER and SURVIVORSHIP Section 7.01 If any person, who is an heir under this WILL, by name or relationship, shall fail to survive me by 60 days, for any reason, they shall be deemed, for the purpose of inheriting under this WILL, to have died one day before my death and the estate shall be distributed accordingly. Section 7.02 If I for any reason die within 90 days after the death of a joint owner of property, hereby direct my executor(s) to disclaim my inheritance of such property and it shall be treated as "Tenants in Common". My estate is only to receive the appropriate value of my ownership of such property as if it had been partitioned on the day immediately preceding the joint owner's death. Where; multiple properties are co-owned with the same co-owner, the executor is permitted to group such properties, such that the total received by my estate is equal to the appropriate value. Article VIII. SPENDTHRIFT PROVISIONS No beneficiary may sell, give or otherwise transfer his or her interest in income or principal hereunder. No person having a claim against a beneficiary may reach any such interest before actual distribution and/or payment to the beneficiary. Article IX. POWERS OF APPOINTMENT Any power of appointment which I may have at the time of my death shall NOT be exercised by any provision of this WILL either explicitly or implicitly. BEQUESTS and GIFTS Article X. LIVING TRUST Section 10.01 My entire estate is to be distributed /POURED OVER to THE ROBERT and BARBARA ARNDT LIVING TRUST which was created by me and my spouse dated ~cxoB4,c.. ~3 , 2000, and the assets thus Poured Over are to be administered and distributed in accordance. Section 10.02 If at the time of my death, the above named Living Trust should not be in effect or existence, my executor(s) are hereby directed to handle my net estate in accordance with t:he terms and conditions of such trust, as finally amended, as if such trust was incorporated in this article, verbatim. [THIS SPACE INTENTIONALLY LEFT BLANK] - 5 - Init. LAST WILL and TESTAMENT of Robert E. Arndt SIGNATURE Intending to be legally bound by the terms and conditions set forth above, comprising a total of 7 printed pages, which includes this page and the affidavit, and further having initialed each of said pages, and for such terms and conditions to be binding on my executor(s), heirs, and descendents, I do this i3;z~ day of ©c~a.Bs~~ , 2000, affix my sign before the witnesses and notary set forth hereinbelow. `z ~~ Robert E. Arndt WITNESSES We, the undersigned witnesses, personally knowing the testator of this LAST WILL and TESTAMENT, and having the testator state to us that this is the testator's LAST WILL and TESTAMENT, did witness the testator affixing his/her sign hereinabove on the date set forth above. Witness -Signed - Printed Address ~~ ~= ~- / Witness - igned -Printed Address mac.. a r v ~' ~ . 58 - 6 - Init. LAST WILL and TESTAMENT of Robert E. Arndt AFFIDAVIT COMMONWEALTH of PENNSYLVANIA )) s.s. COUNTY of t~'c..er~-, 3t,e..~~ I, THE, UNDERSIGNED, a Notary for the aforementioned County and Commonwealth, knowing or having proven the identities of the testator and witnesses, above, and having seen each individually set their hands and signs, and further, determining that such action was voluntary for each such person, I do hereby set my sign and seal on the date aforesaid. NOTARY -SEAL D Notarial Seal Terry Smith, Notary Public Lower Paxton Twp., Dauphin County MY Commission Expires July 26, 2004 - 7 - Init.