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HomeMy WebLinkAbout07-02-08PETITION FOR PROBATE AND GRANT OF LETTERS REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Estate of MILDRED E. WEITZEL File Number `~' -D~ r O ` ~~ also known as Deceased Social Security Number 196-48-1512 Petitioner(s), who is/aze 18 yeazs of age or older, apply(ies) for: (COMPLETE 'A' OR 'B' BELOW.) ^X A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is / aze the Executor named in the last Will of the Decedent dated 6/28/2001 and codicil(s) dated none (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: B. Grant of Letters of Administration (I.fapplicable, enter: c.t.a.; d. b.n.c.t.a.; pendente life; durante absentia; durante minoritateJ 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 complete list of heirs.) r'~ C-, _r_, :. t :~ (COMPLETE INALL CASES:) Attach additional sheets ijnecessary. ~ O _ "_ i Decedent was domiciled at death in Cumberland County, Pennsylvania, with his /her last principal residenpe~tt (List street address, town/city, township, county, state, zip code) Decedent, then 94 yeazs of age, died on 6/12/2008 at 5225 Wilson Lane Lower Allen Township Mechanicsburg PA 17055 Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property $ 1.369.000.00 (If not domiciled in PA) Personal property in Pennsylvania $ (If not domiciled in PA) Personal property in County $ Value of real estate in Pennsylvania $ 0.00 none situated as follows: 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 forth to the undersigned: Signature Typed or printed name and residence DAVID L. MEYER Form RW-O2 rev. !0.13.06 Page 1 of 2 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 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 or affirmed and subscribed before me the , n day of v ~v / v Fort Register x ~, Signature of Personal R n L. MEYER Slgnature of Persona! Representative Signature of Personal Representative O =; ~, J Yry .h. ~~J~ ~ '"[.1 File Number: ~ y. ~~ Estate of MILDRED E. WEITZEL ~ r ~-:-3 Degas ~ ~"'.. r a J . - ~.~ Social SecurityNjumber:196-48-1512 Date of Death: 6/12/2008 AND NOW, nQ~Q , 2008 , in consideration of the foregoing Petition, satisfactory proof having been presented before me, IT IS CRE D that Letters Testamentary are hereby granted to David L. Meyer in the above estate and that the instrument(s) dated June 28.2001 described in the Petition be admitted to probate and filed of record as the last Will (and Codicil(s)) of Decedent. FEES ~ py~ Letters ............................. $ ~. V Short Certificate(s) •••••••••••• $ Renunciation(s) •••••••••••••••• $ .... $ t v' .... $ .... $ .... $ .... $ .... $ .... $ TOTAL ............................. $ Attorney Signature: Attorney Name: Supreme Court LD. No.: 24849 Address: 54 East Main Street Telephone: 717-697-4650 V Form RW-02 rev. !0.!3.06 Page 2 of 2 2-1 ~' c~" U /~%~ 1S i2nS 2•-~: ~..~ . LOCAL REGISTRAR'S CERTIFICATION OF DEATH WARNING: It is illegal to duplicate this copy by photostat or photograph. °e for this certificate, $6.00 P 14583504 Certification Number This is to certify that the information here gi~7en is correctly copied from an original Certificate of Death duly filed with me as Local k'.egistrar. The original certificate will be i'orwarded to the State Vital Records Office for permanent filing. Local Registrar Date Issued r.a ca ~ :r -!~., :,I s.: ':- r Y'j.a 5,. ~.~~ ~ {•:~ ~-, N .a. .` - ~ ~ ~ ~ -, ~ - -~ , ., ~y 3 ~ MI05-143 RE4 17/2006 _ ttPE t PRNfT 97 PERL/ANENr eucx iNx 3 ~{ COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • Yn'AL RECORDS CERTIFICATE OF pEATH ISes tnslrucUons and examples on reverse) cT.rF ce P raurwaFR I. Name d Ostlers (Fed, mdM, Wa, suatl 2. Sat 3. Satla Sewty yaarbr 4. Wb d Oe•NI (Nbnn, day. year) Mildred E. Weitzel Female 1 9b - 48 - 1 51 2 June 1 2, 2008 S. Aqe (~ &rntlaYl lNider 1 year Ilridar 1 e. DW d Birn (L7ath, rl T. W eat a Y. Phce d wan Gwrx owl sear an rlw.a rs..a ~ Ourr: A ~$t~ LS 9 4 yw. December 12, 1913 Pelli1br001c, PA ^ bpa9an ^ ER / DutPaOed ^ DOA ^ Nursep Nara O Rasiderra Dtlrsr ~ sro~Y' V 90. Ccurry d Dean Bc. Ctly. a«o. trop. a Dean Bd. FapWy Name (N od irNUtion.9M lea nd riuribtr) 9. Wu OPWdera d llkpwYC Qipna f ] 1b ^ Yq lo. Race: Mawken YWn. BWG, YMWe. et. I I 1 awi,acl Wliite Bethan villa t1. Wudaa's ll&ral ~ d way. done mod d W. Do nol tWe Olvdmed (SPedYy) AWrbd, 15. Sahviq Spame I9 rtl•, Vw mraan tires) 12. Was DecadrA eau n M 13. DecdrN't EOO9m (Speay ~Y ~a V•at wrrWMMW 14. Nlraasd Nna a roam Nnd a 9u•rwec r 9dumy . U.S. Amwd FarasT EMNenlary / Seoarary 1x121 Dowpe (IJ « Sv) Widaa d Homemaker Oan [come e ^Ya ®NO 12 16 D.«aad': Nlairp Aaarese ISaea, dM I lawn. daa. Tq Peml D.Pwwa Penns lvania pd pC°d'ra Laser Allen DecaMrM livad'n TwP. na~] Ya 5225 Wilson Lane , AcWaPbsidrrs ua Smb gland aT 1Ta.^ ue.a w•m °i~" Mechanie5burg, PA 17055 ITh.eweY pq/eao mti d Aaru 19. FaIWr't Nm If:a, mdW, W tdOt) 19. MoI1drY Name (FMa. iNada maM ansrre) ce Roth Gr ~~ gni~ a 20x. bbmwda Name (TYPe I PrW) 20b. NNmwrws 4aYq Adawa (Sava, aY / bwn, WY, dp rob) David Me er ~ 172 Pine Chapel Ln, Greenville, VA 24940 21x. NMtlbd d D'spoaion ^Gemaim ^ pbatbn 210. 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(Spr9Y1 PaNtmed7 Avasrw Pda b Carpbdm 7 ($lleaaa{ ^ ~~ d Cause d Dwn ^ Accitlerl ^ pwyp FwestpBlion 32d. raw d aM' 32e. ~M Y Y W«kT 321. tl Trrlspalaton HrY (SPeaY1 325locafan d nWl' ISbaaL aY / IPww, aaN ^ Yes ~ No ^ Yes ^ No [] Dmer / Oparaw ^ PWrgr ^PaOeawn ^ Yec ^ Na ^ Suitlde ^ Coub Nd W Dalenmed a Otlier ~~. 73x. Caawr Iwadr ody ~•) 23) d N k 33b. SpnaN4a rr Tre d Ctrepr m n ~LL4n/~M ~ f~ em 4 Ca9ryYp phyaklan (Pnysidan pnilyng `ease d dean when amdwr physbian has prarwiced assn end wmp dawn oxuw.d aua blM cawltl•~ndma easel.... _. _. _______.._~iti__. _. _._____ ys To tlr Galamy FrawWOa . • Pr«awiMrq rN anYYl^9 PONac4rr (Physician Pan proro«cuq dwn rq crWYb91o Cairo d drool ^ 73c. lceree NunWr 33x. Ore " rd (Mdn. day. Yar) To •r WSasry YnowYdpt, dean acurteslW «e,dab, YN pNra,Wdw btlM nwtltlrr mrarere tsWd____________ ______ m~ ~21~(' D_ OIL 11>• )ZOO fC • Iladka EtanYrrlcaona y~aalon, n my opnbn, dean occ«rad tl IM Ibr. dabs aM P~•. ~ sue q Urr eeuaMt) ~ ~ w ~~ ^ ea o n W « bv On tlw Was a aaam l n a l I 31. Noma aM Adrass d Praon 9Ra Canplaed C+«a d Dwn (Nam 27I Type / PM ~ ~, y~ ~° ~' %~ 'P[ h NxeaN ~ ' ' ` ~~ 1--Io 11 d l~d Car„ C~ ~~-i II I 3u b +~-rn' ~ l ~ ~ y! v ~ ~ ( ~ I ~ I ~ I~. 1 4 1 /t.l ~ Ne 13~~~ ., psposAian Pemxl No. (/ J. d ~~~ LAST WILL AND TESTAMENT ~ =~i ;:', BE IT REMBEMBERED THAT ic- ~', i tr4 ; ~~~777 3 tJ I, MILDRED E. WEITZEL, a resident of Cumberland tyN c..~ n = -~'` Pennsylvania, being of sound and disposing mind, me -p~ ar~~= ~ , understanding, do make, publish and declare this to be my LASS WILL and TESTAMENT, hereby revoking any and all Wills and Codicils previously made by me. I I declare that I am not married, my beloved husband, HARRY M. WEITZEL, having predeceased me. II I direct that all my just debts and funeral expenses shall be paid from my residuary estate as soon as practicable after my decease. III 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. IV I give and bequeath the sum of SIXTY-THREE THOUSAND ($63,000.00) DOLLARS to HELEN FELTY, per stirpes. V I give and bequeath the sum of SIXTY-THREE THOUSAND ($63,000.00) DOLLARS to GRACE FELTY ADAMS, per stirpes. VI I give and bequeath the sum of ONE HUNDRED THOUSAND ($100,000.00) DOLLARS to ALICE M. MILLER. If ALICE should predecease me, then this bequest shall be divided twenty-five percent (25%) to RUSSELL MILLER, per stirpes, twenty-five percent (25%) to my niece, ELIZABETH HAINES, per stirpes, twenty-five percent (25%) to my grandniece, TRACY RUTMAN, per stirpes, and 1 5~ to THE LUTHERAN HOME IN GETTYSBURG, Gettysburg, Pa. 5~ to THE SALVATION ARMY, Harrisburg, Pa. 5~ to VOLUNTEERS OF AMERICA, Harrisburg, Pa. 5$ to THE MECHANICSBURG AREA PUBLIC LIBRARY, Mechanicsburg, Pa. 5~ to THE MECHANICSBURG AREA SENIOR ADULT CENTER, Mechanicsburg, Pa. 5~ to NEW HOPE MINISTRIES, Mechanicsburg, Pa. 13~ in trust for MOUNTAIN VIEW BIBLE CHURCH, Hummelstown, Pa., pursuant to the terms of the hereinafter included Trust. 15$ in trust for BETHANY VILLAGE, Mechanicsburg, Pa., pursuant to the terms of the hereinafter included Trust. 35$ in trust for ST. MARK'S EVANGELICAL LUTHERAN CHURCH, Mechanicsburg, Pa., pursuant to the terms of the hereinafter included Trust. 7$ in trust for BETHESDA MISSION, Harrisburg, Pa., pursuant to the terms of the hereinafter included Trust. If any of these beneficiaries should discontinue its existence for any reason, the share that I had given to that beneficiary shall be divided proportionally among the remaining residuary beneficiaries. XII TRUST I appoint, MURREL R. WALTERS, III, as Trustee of the funds that I have given to BETHANY VILLAGE, ST. MARK'S EVANGELICAL LUTHERAN CHURCH, BETHESDA MISSION, and MOUNTAIN VIEW BIBLE CHURCH. A. The assets that are transferred to the Trust shall be divided into separate shares for each of the beneficiaries. ~. The trust estate shall be administered for a period of five (5) years from the date of my death. ~' C . Each year the beneficiaries shall receive the annual net income from their respective shares, distributed at least on an annual basis. D. The principal from each share shall be paid to the beneficiaries at the rate of Twenty (20~) Percent annually over 3 twenty-five percent (25%) to my grandniece, DIANE BRAUN, per stirpes. VII I give and bequeath the sum of ONE HUNDRED THOUSAND ($100,000.00) DOLLARS to VIOLET M. STOUFFER. If VIOLET fails to survive me, her share shall be divided twenty-five percent (25%) to the legatees listed in paragraph VI, twenty-five percent {25%) to the legatees listed in paragraph VIII, twenty-five percent (25%) to the legatees listed in paragraph IX, and twenty-five percent (25%) to the legatees listed in paragraph X. VIII I give and bequeath the sum of ONE HUNDRED THOUSAND ($100,000.00) DOLLARS to ROBERT MEYER, JAMES MEYER, DAVID MEYER, and RONALD MEYER, in equal shares, per stirpes. IX I give and bequeath the sum of ONE HUNDRED THOUSAND ($100,000.00) DOLLARS to WAYNE ~. SMITH. If this bequeath should lapse, it shall be divided equally among his son, LARRY SMITH, his son, CURTIS SMITH, his daughter, JANEL ZAWATSKI, and his daughter, BONNIE BLAUCH, per stirpes. X I give and bequeath the sum of ONE HUNDRED THOUSAND ($100,000.00) DOLLARS to ROMAINE SMITH. If ROMAINE should predecease me, then this bequest shall be divided twenty-five percent (25%) to the legatees listed in paragraph VI, twenty-five percent (25%) to the legatees listed in paragraph VII, twenty-five percent (25%) to the legatees listed in paragraph VIII, and twenty-five percent (25%) to the legatees listed in paragraph IX. XI A11 the rest, residue and remainder of my property, whether real or personal, wherever situate, including any property over which I may have a power of appointment, I give, devise and bequeath as follows: 2 the five (5) year period. E. In order to carry out the purposes of this Trust established by this Will, the Trustee, in addition to all other powers granted by this Will, or by law, shall have the following powers over the Trust estate, subject to any limitation specified elsewhere in this Will: 1) To retain any property received by the Trust estate for as long as the Trustee considers it advisable. ~/2) To spend funds for the maintenance and repair of real property. 3) To sell at public or private sale, exchange or lease for a period of time, any real or personal property and give options for sale of the lease. 4) To execute and deliver any deeds, leases, assignments or other instruments as may be necessary to carry out the provisions of this Trust. 5) To borrow money and to mortgage or pledge any real or personal property. 6) The Trustee shall maintain accurate records and accounts and shall render statements to my beneficiary hereunder showing receipts and disbursements of principal and income no less frequently than annually. The Trustee shall serve without bond and shall receive fair and reasonable compensation for administration of this Trust, not to exceed five (5~) percent of annual income. 7) To distribute property in kind. 8) To do all other acts that are in his judgment necessary or desirable for the proper management, investment and distribution of the Trust estate. XIII I nominate, constitute and appoint my nephew, DAVID L. MEYER, as Executor of this LAST WILL, to serve without bond. If DAVID is unable or unwilling to act in that capacity, then I nominate, constitute and appoint my nephew, RONALD J. MEYER, as Executor, to serve without bond. 4 IN WITNESS WHEREOF, I, MILDRED E. WEITZEL, have set my hand to this LAST WILL, this o~1 ~ ~ day of ~ ~.ci~Q- 2001 . MI DRED E. WEIT L Signed, sealed, published and declared by the above-named, MILDRED E. WEITZEL, as and for her Last Will and testament, in the presence of us, who at her request and in her presence, d in the presence of each other, have hereunto subscribed oy~~names as witnesses. ~~ 5 ACKNOWLEDGEMENT COMMONWEALTH OF PENNSYLVANIA ss. COUNTY OF CUMBERLAND I, MILDRED E. WEITZEL, Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my LAST WILL; that I signed it as my free and voluntary act for the purposes therein expressed. L~)]RED E . W~~ EL Sworn or affirmed to and acknowledge~efore me by MILDRED E. WEITZEL, Testatrix, this ~ $~- day of „~LZ~ 2001. Notarial Seal Diane M. Smith, Notary Public Mechanicsburg Boro, Cumberland County My Commission Expires June 22, 2004 AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ` / ~' I . Notary Public ss. We , ~'1 u ~' ~~ ~ ~A--~~..c ~.~, r17 and G.t ct f~'r G/~"G v.P the witnesses whose names are signed to the attached or foregoing instrument being duly qualified according to law, do depose and say that we were present and saw Testatrix sign and execute the instrument as her LAST WILL; that MILDRED E. WEITZEL signed willingly and that she 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 witnesses; a that to the best of our knowledge, the Testatrix was at t ime 18 years of age or more, of sound mind an under co aint or undue influence. L Sworn or affirmed to and acknowled ed before me this ~ ~Ok-day of ~~~ 2001. Notary Public Notarial. Seal Diane M. Smith, Notary Public Mechanicsburg Boro, Cumberland County My Commission Expires June 22, 2004