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HomeMy WebLinkAbout11-26-08PETITION FOR PROBATE AND GRANT OF LETTERS REGISTER OF WILLS OF CUMBERLAND Estate of DEAN W. ELLERMAN SR. also known as Deceased COUNTY, PENNSYLVANIA 1 ,. ~"~`~ File Number {~ ~ w' ~``` \ ~`. fj`" Social Security Number 201-16-2247 Petitioner(s), who islare 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) is 1 are the Executors last Will of the Decedent dated May 2, 2001 and codicil(s) dated (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 n `~" (Ifappdicable, enter: c. t. a.; d. b. n. c. t.a.,' pendente tile; durante absentia; dur'~inorrtate) ca Petitioners after a ro er search has /have ascertained that Decedent left no Will and was survived b the followin s o~.~~ ~~ O p p y g p ~fi~any)~d heirs; ~(ff Admrnis4ration, c. t. a. or d. b. n. c. t. a., enter date of W!l! in Section A above and complete list of heirs.) "-,-~ ~~ _ (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania with his l her last principal residence at 20 Meetine House Road North Middleton Township, Carlisle, PA 17013 (List street address, town/city, township, county, state, zip code) Decedent, then 83 years of age, died on November 14, 2008 Decedent at death owned property with estimated values as follows: (Ifdomiciled in PA) All personal property (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 follows: 20 Meeting House Road, Carlisle & 56 Acres, Grahams Woods Road, Carlisle, Dean W. Ellerman Jr., 7143 Blue Jack Drive, Navarre, FL Linda S. Spease, 26 Donegal Drive, Carlisle, PA 17013 375,000.00 $ 200,000.00 Form RW-02 rev. 1213.116 Page 1 Of 2 named in the at his residence 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 undersigned: Oath of Personal Representative COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS 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 of ~ day of ~~ 1~...) 1 ~~~' y' (.U~ ~~ °~ For the Register ~ I c~c~ I I ~-~ ~ _tr File Number: ~.~ ~--t ~~ Estate of DEAN W. ELLERMAN SR. Attorney Signature: Deceased Social Security Number: ZO1-16-2247 Date of Death: November 14, 2008 AND NOW, ~~[ ~' ~~rr„~=~~~_, C7~~~, in consideration of the foregoing Petition, satisfactory proof having been presented before me, [T IS DECREED that Letters Testamentary are hereby granted to Dean W. Ellerman Jr. and Linda S. Spease and that the instrument(s) dated May 2, 2001 described in the Petition be admitted to probate and filed of record as the last Will (an~ Codicil(s)) FEES Letters ............... $ 460.00 Short Certificate(s) .. ...... $ 28.00 Renunciation(s) .... ...... $ Wi11 $ 15.00 Automation Fee $ 5.00 JCP Fee $ 10.00 ... $ ... $ ... $ ... $ ... $ ... $ TOTAL ......... ..... $ 518.00 Attorney Name: Jambs Supreme Court I,D. o.: 58884 Address: ANN HUGHES, P.C. .fi- in the above estate 354 Alexander Spring Road, Suite 1 Carlisle, PA 17015 Telephone: 717-249-6333 Form Rw-oz rev. lo.i3.o6 Page 2 of 2 ~~ .__ c, ~v~~, _A~ Signature of Personal Representative - - _ `-_~, ~- _ - ~ -. NARNING: It is illegal to tiupiicate this c~apy by photostat or photograph I ~t ~ct~ f~`u~ =sj11 ic,re_ `~G t~j~ P _1 l~__~_`~ ~ 8.1_ t ~'rtili.~ur~:~, ~ _ri~hcr -, ?~iu, Iti .u ' t.`ti t i I ,t~; h t tom: r ~ (? p,~.~ C l ,, : , i~.~' \~. - ' t~~~~'i : t)zl ~ ! V C~~!) c i i ill . _ 1 ~ L ( L., 11 ~. I Pr ~C~~. ~:~~ , (~!!I II{CL'• n :~ ..r7 ~l'~~I 1 I~. i ~ .1 _" tl ~ G , ,~ _ ~ t~It i1 rsCi 111 r~t +1 h.. 1. ht ~,i,.l~. `+ iii; ss "' b~,j _ K«u(~~I~ t)II~.t !~~( 1,x;;1 .I !~il!I Y~ , ; , rr _ ~ :a °~'Dgy~A f ~~~~~?~ Le. ~~~o~.c~z~C' NO~U ~~~ 1~2~ ~~~ ~~ c ~ ,,, -- - - - r. ha C) ~-- c.:..~ •-:;~-, ~ .,~ ~L7 c"'. -T r - ~ .. ` _ C , -~ r~ -~ ~ , ~~~ H10S143 flEY 1120gfi TYPE / PRINT IN PERMANENT BUCK INK COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS CERTIFICATE OF DEATH rl ~ ~ . ,~ ~~ } (See instructions and examples on reverse) STATE FILE NUMBER + ~ I~ ~ t Jy 1. Name d Decemwl (Brat, midtlle, lest, sunlrJ 2 Sez 3. Sadd Seamy Number 4. Date d Death Month, day, year) Dean W. Eller~nan, Sr. M 201 - 16 - 2247 Nov r 14, 2008 s. Aga (Last Bintaby) UMer 1 year Untlar t my fi. Date d Binh (Momh, der. Year) 7. Bintplace (Gty end dab a laeign coon ) nor. Plaa d Dnm (check mry one) - Hanna pays Flsivs Laub Hospital: Omen 83 rre. 4/16/1925 Carlisle, PA ^Inpanem ^ER/Oulpetient ^DDA ^Nunirg Home ~]Ragtlerca ^Omer-Spedh: 86. Coumy d Death &. Cmy, Boro, Twp. d Deem Bd. Fx,91y Name (11 net msdhnbn, give Bred and daWer) B. Was Decedent d Hblank Origin? ®No ^ Yes 10. Race: Amedcen Indian, Bbck White, ek. (Ii yea, epedh Cuban, (SpedM 1 d orth Middleton 20 Meeting House Rd. Medan, Paem wean, dq.> White 11. Decemnl's Usual eon Kio d wok d me m most d pie. Do rot date reti 12 Was Decedent ever In the 13 Decedent's Etluation (Spedly ody highest grade artip eled) 14. Manbl SHlus: MarmQ Never Mertbd, 15. Surviving Spo use (II wife, give meitlen name) Ked d Wak KW d Budrasa I Industry U.S. Amwd Forces? Ebmenjary /Secondary (D-12) Cdbge (td or 5v) Witlowad. UNacad l~M Builchn Contracto Construction ®Yea ^NO I II W1~ieC] - • 16. DacedenYa Marvp Atldnar (SIn:e4 dh I tam, gale, dp ode) Dxemnra Did Dacemm oepamnlua.dm North Middleton T "~fle"""~ nasab PA ~'""a 17~~]ra 20 Meeting House Rd. wp a rowmahq? Carlisle, PA 17013 nor ^ No, Decemm LNee witltln 17b. camry C.III[lberland Adud lLnibd Gryl Boro 1a. Feasts Name (Fkst mMde, tart, sunk) ~ 19. Mothela Name (Post, mitlde, maiden wmame) William A. Ellerman etta - Rice 2~. Inlamad's Naha (Type / Pdnl) 20b. mamenl'e Medkg Addreea (Street. dry /ken, able. g0 wde) Linda S. S ass ne al Drive Carlisle, PA 17013 21a Memod d Obposnion ^ Crematon ^ llwation 21b. Dde d Disposition (Mmm, day, year) 21 c. Place d Gspogtlon (Name of cerralery, aemaray a Omar pace) 21tl. lecetla (City /town, slate, asp ado) ~ ® Bunel ^ Removal Imn Slate Wae Cnangbn a Donaton Autltahed- ^ omer-speciry- ! byMedialEnmkar/COroner7 ^rea^No 11 21 2008 estminster Csnetery Carlisle, PA ~ 22a. F ~ e lkereae (or pe n ~ 72h. llaree Nurroar Y1c Name and Atltlres6 of Fadlh . ~ FD 012633 L E1~7in Brothers Funeral H1~ne, Inc., Carlisle, PA 17013 Compete Ilerm 23at ady when ampsrq plryskdan b not evanebb et tlme d seen, ro 23a. To d my mowbeg., N oaurree m're pme, mb end piece ebred. (Bgrebn and ~ ~~ ,~ ' 23b. Lkense Number „~ ~ ~ ! ~F J ( ~ ~ 23c Dale Sigretl (Monm, my, year) ' ~ ' ' E amy seas d mom. -L! i ~./1, ~ !L% , ~ , o - G c / / - / ? - ~ Hems xa26 mat m conplatetl W person 2d. rme of Deem r- 2S. Dam Pmwuaed Deetl (MaM, my, ymr) .Was Case Reb n e d to Madcel EaamNler /Coroner la a Beeson Dther then Cremation or Donation? tNO pimwreK deem. ~ ~~, ~ ~~ ~ r - ~ ~ ^Yes LJv ne CAUSE OF DEATH (See instruetlons and a>amples) r Appodmate interval: Pan II: Enter War 2& Did Tobago Use CantriMe o Deam? Hem 27. Pan I: Faster do chin d eyenb-daeaeee, klpnies, or comppaibna-md dndly caused ale deem. W N0T enrer remiirW evens eurA n canYfac arrest t poet b Deem llg only one aua a ~ pre res kato emsl a venMapar Rlmbdon witlwM slowin me etiolog/ but rid rasullbg m the underlying cause gNen b Pan I. ^ Yes ^ . p , g . ry ^ No nknown MNEDIATE CAUSE FY101 tlnaee a 2 rn,dlnmrnwpngin~eaml .~ a_ C-Arlc~;r_anrous C,e~~t,Lc. LrIS i J./nc•NTNS AGM'c /V t"1,/1 2a.nFmwe: ^ Duero (or n a consequence on: SequaWepe pg candtia,a,nery, b. ~'~°y'fPH~~AL VASCCC irA1C. ~i~ASu Nd prepam wimp pad year ^Pregramdteneddeam bedrg o the clause Gsled on pre a Due ro a as a consequence o Emtt ma UNDERLYING CAUSE ( Q ^ Not pegmnl, dd pagnaM m1Nn 42 mys _ (dense a injury nW ideated ma p_ l LAST m d mem . evanb resu nrlg m em) Duero (a as a consequence o9: ^ Nd Dregant bd Dregnarn 43 days b 1 year - e. mlara mem ^ Unlaavm n pregnant when me pW Yar 30a. Was en Adopay 30h. Wan Adapey Fnmge . M arvar d Deem 31 32a. Date d Irbsy (~~ my, Year) ~. D%wrb• Flow trday Oauned 32c. Plea d mjury: Home. Femti SIreeL Factory. Penamed7 Avelable Prig o Completion d Cause d Deem? / ,~ Gl Nekrd ^ Honddm Olna Bulkpng, eo. (Spedryj ^ Ya ~,~ ^ ~ ~,/~ L7 ^ Acddenl ^ Pm6p Imwligallan 32d. T d Injury 32e. Irpuy d Wok? 32t. n Trenepareeon m)ury !sr>a~rl 329. Loatlen d In/ury (Sired. dh /lam, sate) ^ Sddde ^ Cadtl Nd 6e Ddemtllled M ^ Ya ^ No ^ dN°r/Operator ^ Pnsen9er ^Pedeslrien Omer-Spaily 33a. CeNf (dieck ally aw) • CeNfyirg physician (Physkbn artlhkg aaa d mem when another phteiden has piaruunred mem ero cemplBlad Hem 23) 33b. Sigratae an~~/d Tll d Cenilbr ~ K '~/~,,~ ~?~J Q. ~ To Ire best d mY lmowkdge. dnm aeeuned dw ro the awe(s) erld manna( u sbletl_ _ _ ___ __ _ _ _ __ _ _ _ _ _ ___ _ _ _ _ _ _ _ _ _ _ _ _ • Proreuncing arM cemNb9 physkbn (Ptlysiden boXl jxonourckq dam antl aWYm9 to sae d dedh) ^ 33c tkense Number 33d. Date Signee (MOnm, my, Year) To the MSt el my knowbdge, deem ceeuned gtM tlme,dNa, and prea, end duerotNe cruse(s)and mamler ae emted------------------ • MedicelEuMnr/Wnrer J~I.Dyl77o0 o - N venle„~ 17, LooB On as basis d asamlretion ens 1 or mveatl9sdan, in my opinron, Mom oceurred et the lima, dM, eml pMce, end due ro the auve(s) and manrer as sbtad_ ^ 34. Name ard Address d Person WM ComDbled Cause d Daam (Hem 27) Type / Pdnt lRM 2 l/c Nor jl MQ W;Li 3s.fl.gignra~a~ andD I ~ ICS I ~ I bt 1 1 I ~ ~ ~ DareFme(MOnm,my,yeerf , LyG. wi~sc,v Srr:'ar 7 0 P . ~ ~ VS\M ,c e~1N' l 3 >a L c A~ L r s L u aapoamon Pamn Nc. ~ ' \"1 ~gJ 1 ~J LAST WILL AND TESTAMENT I, DEAN W. ELLERMAN SR. of North Middleton Township, Cumberland County, Pennsylvania, being of sound mind, disposing memory and full legal age, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking all Wills and Codicils heretofore made by me. ONE. I direct my Executor or Executrix, as the case may be, to pay all of my debts, funeral and administrative expenses as soon as convenient after my decease. Furthermore, I direct that all state, inheritance, succession and other death taxes imposed or payabl~iy reason` :_-~ _-, of my death and interest and penalties thereon with respect to all property composing's~ m}~' gross estate for death tax purposes, whether or not such property passes under this Will, shall b~ ~.~. paid by the Executor or Executrix of my estate. _ _,w li _.y [•_! _ TWO. My Executor or Executrix may, at his or her discretion, compromise` claims, borrow money, retain property for such length of time as he or she may deem proper; lease and sell property for such prices, on such terms, at public or private sales, as he or she may deem proper; and invest estate property and income without restriction to legal investments unless otherwise provided hereunder. I authorize and empower my Executor or Executrix to sell any realty and~or personalty owned by me at my death and not specifically devised or bequeathed herein, at public or private sale or sales and to give good and sufficient deeds and~'or bills of sale therefor, in fee simple, as I could do if living. My Executor or Executrix is authorized and empowered to engage in any business in which I may be engaged at my death, for such period of time after my death as seems expedient to said Executor or Executrix. THREE. I give, devise and bequeath all of my estate of whatever nature and wherever situate to my spouse, MILDRED E. ELLERMAN. Initial /~ FOUR. If my spouse, MILDRED E. ELLERMAN, does not survive me by a period of at least sixty (60) days, I then give, devise and bequeath all of my estate as follows: A. The sum of Ten Thousand and 00/100 Dollars ($10,000.00) to each of our grandchildren, per stirpes, which provides that the child or children of any deceased beneficiary shall take the share their parent would have taken if living; and B. All the rest, residue and remainder, in equal shares, to DEAN W. ELLERMAN JR. and LINDA S. SPEASE, per stirpes, which provides that the child or children of any deceased beneficiary shall take the share their parent would have taken if living. FIVE. I hereby nominate and appoint my spouse, MILDRED E. ELLERMAN, to be the Executrix of this my Last Will and Testament. In the event for whatever reason she is unable to serve as the Executrix of my estate, then in that event I hereby appoint DEAN W. ELLERMAN JR. and LINDA S. SPEASE, to be the Substitute Co-Executors of this my Last Will and Testament, whereby the said substitute personal representatives shall have the same powers as are given to the original Executrix hereunder. SIX. No person(s) shall benefit hereunder unless such beneficiary shall survive me by sixty (60) days. SEVEN. No Executrix or Executor acting hereunder shall be required to post bond or enter security in this or any other jurisdiction. Initial ~ ..~, ~ .-,,,.,-~, 2 EIGHT. No beneficiary may assign, anticipate or pledge its interest in any income or principal held or distributable hereunder, and no beneficiary's creditors may levy, attach or otherwise reach any such interest. NINE. If any person or institution entitled to share in any distribution under the terms of this my Last Will and Testament becomes an adverse party in any proceeding to contest the probate of this Last Will and Testament, such person or institution shall forfeit his, her or its entire interest inherited hereunder and all provisions in favor of such person or institution shall be declared void and of no effect. The share of such person or institution so forfeited shall be distributed as part of the residue pursuant to Paragraph Four hereof except that if such person or institution is entitled to share in the said residue, that interest shall be distributed proportionately to the other residuary distributees. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~ day of May, 2001. -r ~~; ; DEAN W. ELLERMAN SR. Signed, sealed, published and declared by the above-named person as and for a Last Will and Testament, in our presence, who at said person's request, in said person's presence and in the presence of each other have hereunto set our names as subscribing witnesses. 3 ACKNOWLEDGMENT AND AFFIDAVIT WE, DEAN W. ELLERMAN SR., SHARON L. SCHWALM and JAMES D. HUGHES, the testator and witnesses respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testator signed and executed the instrument as his Last Will and that he had signed willingly, and that he executed it as his free and voluntary act for the purpose herein expressed, and that each of the witnesses, in the presence and hearing of the testator, signed the Will as a witness and that to the best of their knowledge the testator was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. COMMONWEALTH OF PENNSYLV COUNTY OF CUMBERLAND Subscribed, sworn to and acknowledged before me by DEAN W. ELLERMAN SR. the testator herein, and subscribed and s}}~~jj~rt to before me by SHARON L. SCHWALM and 3AMES D. HUGHES, witnesses, th~'l _ day of May, 2001. No a;ry lic Notarai Sea6 Betzi A. Morrison, Notary Pubtic Carlisle Boro, Cumberland County !V!y ror~,m;ssion Expires Dec. 15, 2004 iVers~?~,,.. ~ ,::.~~~cx~ c= ~r~fiaries DEAN W. ELLERMAN SR.