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HomeMy WebLinkAbout07-17-08PETITION FOR PROBATE and GRANT OF LETTERS Estate of Juanita L. Rosenberr No. - nZ~'©b ~ a~~ QISO kI-owlt aS -.Iu a n i t a ~' a l aman To: Register of Wills for the SoricfSecurrityNo. 208-42-3~~ g County of Cumberland ~ ~ Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who ~S/aze 18 years of age or older an the exxutr i c e in the last will of the above decedent, dated dune 7 ~ n n ~ named and codicil(s) dated , (state relevant circumatanas, e.g. rennnaation, death of executor, etc.) Decendent was domiciled at death in Cumberland ~.~_ Iast family or principal residence at~_9 Firehous Road ty' Pennsylvama, wtth o nth nTo~,t~ .~ (list street, number and muncipality) Decendent, then _ 5 7 _ y~ of age, died Ju 1 y 9, 2 0 0 8 at ---_. Eyteept as follows, decedent did not marry, was not divorced and did not have a child born or adopted sYter execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Married Albert M. Rosenberr December 2004 t9ee~ttdept at death owned property with estimated. values as follows: (If dolzdciled in Pa.) All personal property (If not domiciled in Pa.) personal S 1 0 Q, 0 0 0 0 0 (if not domiciled in Pa.) Personal 1~p~Y in Pennsylvania S Value of real estate in Pennsylvania p patY in County S situated as follows: _ 339 Firehouse Rd ~h; Tr-,o„ S Sb ~T"q on nnn nn WI'IEREFDIZE, petitioner(s) respectfully request(s) the probate of the fast will and presented herewith and the grant of letters testamentar ms(s) theron. (testamentary; administration e.t.a.; administtfttion d,h.n.c~i.) w ~O ~ ;_: t ~~ ~ -y ~ri Carlisle pA 17015 '~~~ ya ,a c ~ --~ co -_ ~ n ..- -, OATH OF PERSONAL REPRESENTATIVE COMMONq'EALTH OF PENNSYLVANIA 1 ss COUNTY OF CUMBERLAND The .petitioner(s) above-named swear(s) or affirms iha a statements in the fo true and correct to the best of the knowledge an elie ~mg lxtition are tative(s) of the above decedent petitioner(s) and that as personal represen_ . petitioner(s) well a ruly admitri the estat according to law. Sworn fo or aff'rmed and subscribed . befo xne his _,(, x"1'1 day en i f R , y eishman ~• Register ~. No. JUANITA L. ROSENBERRY aka ES~tC Of .JUANITA L. CALAMAN r d DECREE OF PROBATE AND GRANT OF LETTERS AND NOW ~ c.~i.[[~, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) da" ~ ~1 n~ ~~ °~©~°~L described therein be admitted to probate and filed of record as the last will of - ~~ ~ ~'~' ~ L- - and Letters - ~ ~ 5T are hereby granted to FEES ~ Probate, Letters, Etc.......... $ short Certificates(/o) .......... S ~cP/AU~}ama-'ham $ ~~~ TOTAL $~~ .Filed ................................... r ReiRista of Wills ~ ~j( Joseph D. Buckley, Esquire #38444 ATTORNEY (Sup. Ct. l.D. No.) 1237 Holly Pike, Carlisle~PA 17013 ADDRESS (717) 249-2448 PHONE rv C3 °' c~ ',, a C._ t.~...~ ,_ 7 ~ C ~,`, ~J ~ r t ~~F~S ~~ ~~ LAST WILL AND TESTAMENT OF JUANITA L. CALAMAN I, JUANITA L. CALAMAN, domiciled and resident at 339 Firehou~ Road, Shippensburg, South Newton Township, Cumberland County, Commonw of ~ _,. Pennsylvania, declare that this document is my Will and revoke all my previoit~?~dls s = and Codicils. ' `~`= -- - ~~> ~ '`' I. -_J r~ -rq -±~ IDENTIFICATIONS AND DEFINITIONS ~~' ~~ «> --+ LP{ I am a widow. I have three (3) children, JENNIFER R. HEISHMAN, HEIDI L. .~ CASNER, and KARRIANN CALAMAN, referred to in the Will as "my children." II. PAYMENT OF EXPENSES, DEBTS, AND TAXES I direct my Executor to pay medical, funeral, 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 I bequeath all of my late husband's guns (those having belonged to Ronald Calaman) to my grandsons who are living at the time of my death. I bequeath my 2.5 carat diamond ring to my daughter KARIANN CALAMAN. I bequeath all my remaining diamond jewelry to my daughter JENNIFER R. HEISHMAN. I bequeath all my remaining gemstone jewelry to my daughter HEIDI L. CASNER. If KARIANN CALAMAN owns the property adjacent to mine, the Estate shall be responsible for drilling a well and hooking the same into her plumbing system because, as it stands at the writing of this will, we both share the same well which is located on my property, or in the alternative, grant her water rights and an easement on my property. _,. - ; .> ;, ; _ ,. :.; "- ~ 7 ~ ' -i-i _- ~--~ ~~ ~-,~ r~ ,_,'~ C"; IV. DISPOSITION OF PROPERTY I dispose of the remainder of my property as follows: Twenty-five percent (25%) each to my daughters, JENNIFER R. HEISHMAN, HEIDI L. CASNER, and KARRIANN CALAMAN, or if they do not survive me, to their issue. If they leave no issue, then their share shall be divided equally among my remaining children. Twenty-five percent (25%) to and for the benefit of my grandchildren, who survive me as follows: To each who has attained the age of twenty-five (25) years, the share which he/she would take if all such property then were being distributed to my grandchildren who survive me, per stirpes. To my Trustee hereinafter named, the balance of such property, to be held, administered and distributed as provided in the article of this Will entitled TRUST FOR GRANDCHILDREN. V. TRUST FOR GRANDCHILDREN This trust is established for the benefit of my grandchildren from time to time living who have not attained the age of twenty-five (25) years. Income: The net income shall be accumulated and thereafter treated as corpus. Cows: From the corpus of the trust, the Trustee shall pay from time to time or for the benefit of such one or more beneficiaries such variable amounts (even to the exhaustion of the trust) as are appropriate, in the discretion of the Trustee, for support and care where the beneficiary is not self-supporting through no fault of his own, for education (defined as four years of college, or equivalent preparation in business, technical or trade training) if the beneficiary strives therefore in good faith, and for extraordinary requirements occasioned by illness or other misfortune. Amounts of corpus so distributed shall not be taken into account in making division of the trust when a beneficiary attains the age for distribution to him provided in the next four paragraphs. It is my expectation and intention that if guardians of the person are appointed for a minor child, the Trustee will exercise the foregoing power in order to supply funds to the guardians adequate to maintain and support the minor child and to protect the guardians, to the extent possible, from suffering any significant financial burden by reason of their appointment. When each beneficiary attains the age of twenty-five (25) years, the Trustee shall pay to him the share to which he would be entitled if the then existing trust fund were distributed to my grandchildren then living, per stirpes, on the hypothesis that my only grandchildren then living are such beneficiary and all younger beneficiaries of this Trust. This trust shall terminate when the youngest beneficiary attains the age of twenty-five (25) years. If this last beneficiary dies before attaining that age, then upon his death Trustee shall distribute the fund to my grandchildren, then living, per stirpes. If, at the end of my accounting period, the current market value of the corpus of the trust does not exceed Twenty-Five thousand ($25,000.00) dollars, the corpus shall forthwith be paid to the beneficiaries of the trust then living, per stirpes (my grandchildren to be the stocks); provided that if a distributee is a minor under the Revised Uniform Gifts to Minors Act as that Act exists at the execution of this Will and, for the purpose, that Act is incorporated by reference. If this trust is still in existence on the date that is twenty-one (21) years after the death of the last to die of my grandchildren living at my death, Trustee shall divide the fund, per stirpes, among the then beneficiaries of the trust (my grandchildren to be the stocks). The share of each beneficiary shall be paid to him, provided the Trustee shall hold, administer the share of any distributee who then is a minor as Custodian in accordance with the provision in the last preceding paragraph. VI. FIDUCIARIES Executrix: I nominate and appoint my daughter, JENNIFER R. HEISHMAN, as Executor 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 daughters HEIDI L. CASNER and KARRIANN CALAMAN, to serve as Co-Executrices to serve without bond. Trustee: I nominate Orrstown Bank as Trustee. My Trustee shall not be required to file an inventory or accountings with the Clerk or the Court having jurisdiction over this Will. Orrstown Bank shall receive as compensation for services as Trustee such amounts as is customarily charges for similar services at the time those services are performed. 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 Defined: 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. Adoption: Where a person has been adopted prior to attaining the age of eighteen (18) years, such person shall be treated for all purposes of this Will as the natural child of the adopting parents. In testimony of which I now sign this Will, in the presence of witnesses whose names will appear below, and request that hey witness my signature and attest to the execution of this Will, this 7~ day of , 2002 at 1237 Holly Pike, Carlisle, Cumberland County, Pennsylv ~' . ANITA L. CAL AN JUANITA L. CALAMAN, 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 ? `s day ofG , 2002 at 1237 H lly Pike, Carlisle, Cumberland County, Pennsylvania. residing at 1237 Holly Pike, Carlisle, PA 17013. ~7 ~~ ~ ,_~i~~ .d~.,~- residing at 29B Royal American Circle, -~ '- Carlisle, PA 17013 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss We, Joseph D. Buckley and Mary Z. Filiberti, 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 Mary Z. Filiberti, witnesses, this 7~ day of G~z~~ , 2002. KAREN KAY BUCKLEY, Notary Public South Middletown Tvrp., Cumberland Cc My Comm~;.sion Exares Juns 23.2005 ~' VALID ONLY WITii IMPRESSED SEAL DATE ISSU=G+S: JUL 10 2008 For 1-state Reaistrer I HEREBY CERTIFY THAT THE ATTACHED IS A TRUE COPY OF Ae RECORD ON FILE IN THE DIVISION OF VITAL RECORDS. STATE RE I~STRA~' AL RECORDS ---- :x, , @. Maryland /Department of Health and Mental Hygiene Certificate of Death Reg. No. ~~ E ~-~ - c~, i 1. Decedent's Name (First, Middle, Last) 2. Date of Death 3. Time of Death .~ Juanita L. Rosenberry i July 9, 208 Year M 1431 4a. Facility Name (I1 not institution, give street and number) 4b. City, Town, or Location of Geaih 4c. County of Death ATLANTIC GENERAL HOSPITAL BERLIN WORCESTER 5. Social Security Number 6. Sex 7. Age (In yrs. last birthday) n er ear n er rs. 8. Date of Birth 9. Birthplace (State or Foreign (Month, Day, Yeer) Country) Months Days Hours Min . - 208-42-3618 1 ~ M 2[BF rj7 Yrs. . a Usual Residence of Decedent `m ~ t0a. State tOb. County 10c. City, Town or Location 10d. Inside City Limits o Pennsyly nia Cumberland Shippensburg ,^ves 2[jQJo ~ ~ ` s ` ~ 10e. Street and Number 10f. Zip Code 10g. Citizen of What Country? o 3 ~ O ~ 339 Firehouse Road 17257 USA °' w ~O m N 11. Marital Status 12. Was Decedent Ever in U.S. 13. Was Decedent of Hispanic Origin? (Specify Yes or No- 14. Race -American Indian, ~ ~ Armed Forces? If Yes, specify Cuban, Mexican, Puerto Rican, etc.) Black, White, etc. ~ M itl ° 11. T 1 ^ Never Manled 21'(1 Married - ^ ^ 1 ^Yes 2 ~ No If Yes, Give 1^Yes 2~JNo Specity: Spacffy: White G ~ ~ a 3 Widowed 4 Divorced Year or Dates: ~ L ~ l ~ 15. Decedent's Education 16a. Decedent's Usual Occupafion 16b. Kind of Business/industry lY n - (Specify onty highest grade completed) (Give kind of work done dudng most of working • c ~ N t ai a R ~ Elementary/Secondary (0-12) College (1-4or 5+) life. DO NOT use retired) T N ° o 12 - clerk retail d r - 'O ~ _ ~ d U y 17. Father's Name (First, Middle, Last) 18. Mothers Name (Ffrsf, Middle, Mafden Surname) ~ ~m~~ o ~ John Barrick Sadie Keefer ~ ~ m ~ ~ 19a. Informant's Name/Relationship (Type. Print) 19b. Mailing Address (Street and Number or Rural Route Number, City orTown, State, Zlp Code) ~ ~€~~ Jennifer Heishman/daughter 7 Erin Placet Carlisle, PA 17013 ~m m i = ~ 0 20a. Method of Disposition 20b. Place of Disposition (Name of ~ Date 20c. Location -City or Town, State G oo ° ~ `0 a 1 ~BUdal 2 ^ Cremation 3 ^ Removal from State cemetery, crematory or other place) Westminster Memorial; 7/14/08 C li l PA ~ E gE 4^DOnation 5 ^Other (Sped/y) , ar s e, k W € m Fi c e . Si ature of Funeral Service Licensee 2 N and Addre of Fadli ~io~Ioway ~'une'~al Home Professional Association m g e a ~ C 501 Snow Hill Rd.r Salisbur r MD 21 804 23e. art1. Enter the disease, or complicatl s that caused the death. Do not enter the mode of dying, such as cardiac or respiratory arrest, Approximate shock, or heart (allure. List only one cause on each line. ~ I i C Interval Between Onset a~eath r mmed ate ause (Final U disease or condition a. S resulting in death) Due to (or as a consequence of): ~ aG - ` C_. i ll l i S b "' - ~ `- m equent a y ist cond tions, • - if any, leading to immediate Due to (or as a consequence of): ~ r""' <, ~ $ r c C ~ cause. Enter Undedying ! ^r Cause (Disease or Injury -- ` t"-- r'T'1 f`r c @ ttl that loft ated events c, ,~ ~ x W resulting in death) Last Due to (or as a consequence of): i v ._. i'~ c C ~ ~ m r m V d. ` -1-f t ~ d ~ -, ~ ~- - 0 ,~ G ~ ~.`~ y m ~ ~ IF FEMALE: 23b. Was decedent pregnant 23c. If es, outcome of nan ~ g~ cY ^ _ ~ -~y~~, 23d. D ~ f delivery ~ >; m ,y E m In the past 12 months? 1 Live birth 2 Fetal death 3 Edopk; pregnancy 4 ^ Pregnant at time of death 5 ^ Other (specfty) MORth Day ~ar ~ $ ~+ 0 - ~ 1 ^Yes 2 No 9^ U k ~ 9^ Unknown r,, ~ ~ L n now d ~ ~ ~ $ v T Part II.Other significant condtions contributing to death but not resulting In the undedying cause given in Part I. 23e. Did tobacco use contribute to the cause of death? w 'O ~ ~~ g -~O ~/~,~5' f~/ t ^Yes 2 ^ No 3^ Probably 4~Unknown i m o O °i P N a Zaa. was an 24b. Were autopsy findings available = m ~ autopsy perfortpe~l7 prior to completion of cause of death? g n V 1 ^Yes No 1 ^Yes 2 ^No ~-' m co ' O 25. Was case referred to medical 26. Place of Death Check on one ~ o ~ ~ w ~, m ~ $ m O ~ examiner? es 2 ^ No Hospital: Other: 1 ^ Inpatient 2~,ER/Outpatlent 3 ^ DOA 4 ^ Nursing Home 5 ^ Residence 6 ^Other (Specify) O n `~ c O 27. Manner of Death 28a. Date of Injury M h D Y 28b. Time of I 28c. In1Lry at 28d. Descdbe how injury occurred C G ~ 1f~Netural 5^Pending ont , ay, ear) ( njury M Work? . ~ m m~ t ~ 2 ^Accident Investigation 1 ^Yes 2 ^No N >+ v ° " ~ b' v 7G 3 ^ Suicide 6 ^ Could not be determined 4 ^ Homicide 28e. Place of Injury - At home, farm, street, factory, office buildin a c (S ecity) 28f. Location (Street and Number or Rural Raute Number, CI orTown State) 0 `o ~ o ~ ~ p g, . ty , 9@mm V _ °•'o m ~ wt a ~, W 29a. Certifier 1 ^ Certi In Ph alclan: To the best of m knowled e, death occurred at the time, date end lace, and due to the causes and manner as stated. fY 9 Y Y 9 P () = y LL m v ' (~~ Dory 2j$ Medical Examiner: On the basis of examination and/or investigation, in my opinion, death occurred at the time, date and place, and due to the cause(s) • a m m 5t a S O1B1 and manner stated. r to ; to $ ~ 29b. Signature a d title of certifier 29c. License number 29d. Date signed (Month, Day, Year) ' i 30. Name and add, of person who pl~ted caus~of death (Item 23a) (Type, Pdnt) v ` f q ~y ~-/ ~T o~ G 31. Da a filed (Month, Day, Year) 10 2U 32. Re rer's Signature •~ JUL DHMH 17 Rev t/2001