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.)
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(COMPLETE INALL CASES:) Attach additional sheets ijnecessary. ~ O _
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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
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Fort Register
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Signature of Personal R n
L. MEYER
Slgnature of Persona! Representative
Signature of Personal Representative O =;
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File Number: ~ y.
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Estate of MILDRED E. WEITZEL ~ r ~-:-3
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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
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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
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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