HomeMy WebLinkAbout12-29-08PETITION FOR PROBATE AND GRANT OF LETTERS
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
Estate of MARGARET E. LUTZ
also known as
Petitioner(s), who is/are 18 years of age or older, apply(ies) for:
(COMPLETE 'A' or 'B' BELOW,)
Deceased
File Number _ ~ , ~ Q ~ ~~,
Socia] Security Number
A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is /are the EXECUTRIX
last ~JJill of the Decedent dated 08/31/2007 and codicils} dated
(State relevant circumstances, e.g., renunciation, death of executor, etc.)
named in the
Excelpt 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 ptrobate, was not the victim of a killing and was never adjudicated an incapacitated person: __
16. Grant of Letters of Administration
(Ijapplicable, enter: c.t.a.; d.b.n.c.t.a.: pendente lire; durante absentia; durante minoritate)
Petifioner(s} after a proper search has /have ascertained that Decedent left no Will and was survived by the fol]owingtS~ouse (if any}.a»d heirs: (If
Administration, c. t. a. ord. b. n. c.t.a., enter date of Will in Section A above and complete list of heirs.) ,~ ~ t:,
Decedent, then 85 years of age, died on NOVEMBER 26, 2008 at 565 F STREET, CARLISLE, CUMBERLAND
COUNTY, PENNSYLVANIA
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property $ 74,500.00
(If not domiciled in PA) Personal property in Pennsylvania $
([f not domiciled in PA) Personal property in County $
Value of real estate in Pennsylvania $ 125,000.00
situated as follows: 565 F STREET, CARLISLE, CUMBERLAND COUNTY, PENNSYLVANIA
Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codici((s} presented with this Petition and the grant of Letters in the appropriate form to
the undersigned:
C Si nature T d or rimed name and residence
~ ~~ ~~,~- KIMBERLY KRAMMES STONE, 5 PERSIMMON DRIVE, BOILING SPRINGS PA ]7007
Form RW-02 rev. 10.13A6 Page I of 2
(COMPLETE INALI, CASES:) Attach additional sheets if necessary. y'
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Decedent was domici.Ied at death in CUMBERLAND County, Pennsylvania with his /her last principal residence aft
§55 F STREET, CARLISLE, CUMBERLAND COUNTY, PENNSYLVANIA 17013
tLrst street address, town/city, township, county, state, zip code)
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 tepresentative(s} of the Decedent, Petitioner(s) will well and truly
adrninister the estate according to law.
Sworn to or affirmed and subscribed
before me the ~ ~ day of
i((R
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For the Register
Signature of
Signature of Persona! Representative
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Signature ojPersonal Representative -" -{= ~?
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File Number: o~ ~ ~ C.J ~ ~~
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Estate of MARGARET E. LUTZ , Deceased -~`
Social Security Number: 140-12-2033 Date of Death: t 1/26!2008
AND NOW, - ~~' -/ -~ ~P~'P~~~ ; 2~~
~~ ~/ ~ , in consideration of the foregoing Petition, satisfactory proof
having been presented before me, IT IS DECREED that Letters TESTAMENTARY
are hereby granted to KIMBERLY KRAMMES STONE
and that the instrument(s) dated AUGUST 31, 2007
described in the Petition be admitted to probate and filed of
FEES
Letters ............... $ 260.00
Short Certificate(s) ... ..... $ 16.00
Renunciation(s) ..... ..... $
JCP $ 10.00
AUTOMATION FEE $ 5.00
WILL, $ 15.00
... $
... $
... $
... $
... $
... $
TOTAL .......... .... $ 306.00
the last Will (a Codicil(s)) o Deceden/t.
2JL-2.~ ~Ctil F~~
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Register ojWills
in the above estate
Attorney Signature: ~~ ~ •C~~---
Attomey Name: ROGER ~. II~7 IN, ESQUIRE
Supreme Court I.D. No.: 6282
Address: 60 WEST POMFRET STREET
CARLISLE, PA 17013
Telephone:
(717)249-2353
Form RW-02 rev. 10.13.06 Page 2 of 2
ARNING: It is Illegal to duplicate thi ,copy by photostat or phato~s a#~~=,.
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Htns-t43 REV nnoos COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS .~..
PERMANENT" CERTIFICATE OF DEATH
RLACK INK See instructions and exam les on reverse
P ~ STATE FILE ~ ~
NUMBER n~ ,~~~
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1. Name of Darn]«I (Prat mdde, last Sulfix) 2ySex 3. aSop'y~5¢cufily NumDar 12 2033 ^' Date of Deam (MOnm, day, year)
emote f(}U
_ _ No
Mar);aret E. Lutz vember 26, 2008
5. Age (Last Simdey) Order 1 year Older 1 day 6. Date oS ann (Month, day, year) 7. BiMplace (GiN aril stale or foreign Ccuniry) 6a. Place of Death (Check onN one)
85 "°"~` °ay' "°"rs N~taa Aril 1 1923 "°apiab omen
P Philadelphia PA
_
^Inpatienl ^ER/Outpatient ^DOA ^NUrsing HOm
Yrs. e Residence ^other-speciry:
fib. Canty of Death &. City, Boro, Twp. of Death 6d. Facility Name QI lrot'mslitulion, give street and number) 9. Was Decedent of Hispanic Origin? ®No ^ Yes 10. Race: Amedpn lntlian, Black, While, etc.
Cumberland Carlisle 565 F Street nryea.speayabaa
Mexican, Puerto Rican, etc.) (Sp""~ttite
11. Decetlenl's Usual Cc lion (KiM of work dome tludn mazl of worlti tile. W rat state retired 12. Was Deretlent ever in the 13. Decedent's Education (Specity only highest grade completed) 14. Mardzl Slalus: Monied, Never Monied, 15. Surviving Spouse (If wife, give maitlen name)
Widowed
Divorced (SpeciM
Kira of Work Kind al business / Intlusiry ,
U.S. Armed Forces? Elementary /Secondary (0-12) College (1-4 or 5+)
d
Wid
Secretary US Govt. owe
^Yaz Ca~Ne 12
i6. D edent's Mating Atldress (Street, city I town, stale, Zip code) DecedenYS Ditl Decedent
PA uve in a t 7c
Decedent Livee In
^ Yes
1
t
Twp
565 F St. ,
.
Actual Residence
7a. Sla
e
Townanip? t]d.~Nc,DecedenlUVedwimin
land
C
b .
Carlisle
Carlisle PA 17013 um
er
nb. cpanN
ApNal Umksm city/13oro
16. Famer'S Name (First, middle, last suffix) 19. Mona ame Pmt dtlle maiden s mama)
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C1i:Eford E. Eckstein Sr. u
g
az
a
26a. Informant's Name (Type/Pool) 20b. Inl nt' Maiang Address ($Ireet /towns zip ),
~Boi ing Springs PA 17007
immon ~r
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Kim Stone .,
ers
21 a. Method o(DisWsttion ^ Crematicw ^ Damiion 21b. Date of Disposition (MOMh, day, year) 21c. Place of Olspos6ion (Name al cemetery, crematory or odxx place) ltd. Location (Cdy /town, male zip code)
® Eadal ^ RemovalrromState waacremadan«DananmAmh«ired December 2 2008 Cumberland Valley Mem. Gardens Carlisle PA 17013
^ Other - Sper:i/y , UY Medical Examiner /Coroner? ^ Ves ^ No
• 22a.SigmtureolynerelSeMCeI rparsonacungassczn) 22b.UcensBNumber 22c.NamBaMAdtlreSSOfFaciliry o man- of unera ome rema Ory
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- 138425 Carlisle PA 17013
Hanover St
219 N
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Complete Items 2:IaC only when cenityiig 23a. To the best of my knowk!IXJe, deem occurred el me fime, sae aid place staletl. (Signature antl tale) 23b. License Nambe! 23c. Dale Signetl (Month, day, year)
physidan a oat available at time of death 10
candy re se of death.
ttems 2426 muss Ixt completed by person 24. Time of Deam 26. Date Pmnounce0 Dead (MOnm, day, year) 26. Was Case Referretl m Medical Examiner /Coroner for a Reason Other Than Cremation or Donation?
woo pmtwunres doom. 10:30 am M. ~ 2 ~ t~Y ^ Yea [xNo
CAUSE OF DEATH (See instructions antl examples) , Approximate interval: Pan II: Enter other =I!••ificst contl'tions cant ixfirro to tl eath, 26. Did Tohacco Use Contribute to Deam?
Item 27. Pad I~ Enter the cia n of evenLS- 6seasaz, injunas, or c«nplications-that Directly rausetl me death. W NOT enter temknal evems such az pNiac anes6 Onset to Death but trot rewlgrlg in the uMenying cause ryven In Part L ^ Vas ^ ProbabN
respiratory anesl, «ventrkWar AbriUation wpiwul showing me eli iagy. list oNyare each rine. ^ No ~ Unknown
IMMEDIATE CAU:iE (Final disease or +7 ~ 1~'
condition resulting in raj a. rf 't~i~J C
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~ 29. li Female:
tthi
^ N
t
t
s
.
Due to (or as a mnsequa a oQ: a
pregnan
w
n pas
year
^ Pregnant at time of death
SequemulN list wrditiom, if any, b
.
IeaGrg to the wu;z listed on Ime a. pue to (or az a ConaBquenre og: ^ Nm pregnant bd pregnant within 42 days
Emer ce UNDERLYING CAUSE
(tlisease a injury (hat indialeO the c
of cream
Hams resuding ;n death) LAST
Due to (or as a consequence ol): ^ Not pregnant, bN pregnant 43 days to 1 year
bHae death
d. ^ Unknown it pregnant Within the pest year
30a. Was an Aulapsy 30b. Were ANOpsy Frditgs 31. Manrrer of Deam 32a. Date of Injury (Month, day, year) 32b. Describe How Injury Occuned 32c. Place of IMUry: Home, Faltn, Street Faciay,
Ofdca Buiding, etc. (Speciry)
- Penomretl? AvaNaDle Prior to Completion
of Cause of Deam? r~NaWral ^ Homitltle
^ Acdtlem ^ Pending hrvasligalxx; 32d. Tme W hryury 3<e. In'ryry at Woyx? 321. It Trensponatlon Injury (SpacilyJ 32g. Location of injury (St reet city /town, state)
(~ Yes ~Plo ^ Yes ^ No
^ Yes ^ Na ^ Driver / Opereta ^ Passenger ^Pedestnan
^ Suicide ^ Caltl Not be Determined M ^Omer ~ Spedty:
33a. Cedifcer (check onN ate) 33b. Signature aM The of Certifier
• Certitying physician (Physidan cediNing cause W death when anomet physican has pmnoursed Beam and mmpleled Item 23)
death occurred dw to the cause(s) and mender as afated_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ ^
To the hM of my knowledge ~
~ -~
,
• Pmrauncing aM cenNying physklan (Physidan both Wonouncing tleam and ceniNing to cause of deami
To the brat of my krmwledge, death occurted at the time, date, end glare, and due to Me cause(s) and manner as amted_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ 33c. L'menwe Numher ~
MDQ 26676-E .Date Signed (Month, day, year)
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• Medirel Examiner / Corer
Dn the b;:sis of examination and! «MVestigatbn, m my Opinion, tleath acaoetl ai the thee, date, and place, a«I due to the cause(s) and manner as statetl_ ^ 34 Name and Atldress of Persm Who Completed Cause of Ceafh (Item 2i f Type I Print
36. Regisirer's rp antl D bar
c~~`ra~ l~ II I~)~ 101
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> 3 Dele Fled (Montn, day, year)
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Disposition Permit Np. ~ Q ~ ^~.
LAST WILL AND TESTAMENT
I, MARGARET E. LUTZ, of the Borough of Carlisle, 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.
1. I direct my Executrix or Substitute Executors, as the case may be, to pay all of my
debts, funeral and administrative expenses as soon as convenient after my decease. Furthermore,
:[ direct that all state, inheritance, succession and other death taxes imposed or payable by reason
of my death and interest and penalties thereon with respect to all property composing of my gross
estate for death tax purposes, whether or not such property passes under this Will; shall be paid
_,_.
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by the Executrix or Substitute Executors of my estate. - _ _ _ ,.
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2. My Executrix or Substitute Executors may, at her or their discretion, ecim~romise
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claims, borrow money, retain property for such length of time as she or they may dim proper;
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].ease and sell property for such prices, on such terms, at public or private sales, as she or ]`hey
may deem proper; and invest estate property and income without restriction to legal investments
unless otherwise provided hereunder.
3. I authorize and empower my Executrix or Substitute Executors to sell any realty
and/or personalty owned by me at my death and not specifically devised or bequeathed herein, at
I>ublic or private sale or sales and to give good and sufficient deeds and/or bills of sale therefore,
in fee simple, as I could do if living. My Executrix or Substitute Executors is/are authorized and
/5~0(,
e. Ten Percent (10%) to be divided between the HELEN D. KRAUSS
ANIMAL FOUNDATION, INC. of Harrisburg, Pennsylvania, and
the S.P.C.A. of Harrisburg, Pennsylvania, share and share alike. If
either of these organizations is not in existence at the time of my
death, the full share shall go to the surviving organization; and
f. Ten Percent (10%) to AMANDA KRAMMES of Boiling Springs,
Pennsylvania.
It is understood and directed that if any of the above beneficiaries do not survive me, or are not
living or in existence at the time of distribution, their share reverts back to the Estate and will
then be shared by the other named surviving beneficiaries.
7. I nominate and appoint KIMBERLY KRAMMES STONE to be the Executrix of
this my Last Will and Testament. In the event she has predeceased me, failed to qualify or is not
able or does not serve for whatever reason, I then appoint ROGER B. IRWIN and MARCUS
A. McKNIGHT, III, to be the Substitute Executors of this my Last Will and Testament,
whereby the said Substitute Executors shall have the same powers as are given to the original
Executrix hereunder.
8. No person(s) shall benefit hereunder unless such beneficiary shall survive me by thirty
(30) days.
9. No Executrix or Substitute Executor acting hereunder shall be required to post bond or
enter security in this or any other jurisdiction.
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10. No beneficiary may assign, anticipate or pledge his, her or 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.
11. I hereby suggest that my personal representative retain the services of Irwin &
McKnight as attorneys in the settlement of my estate.
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IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~~/ day of
August, 2007.
</ ~~~ ~z, :~,~t-~-~~:a .~~~ __ (SEAL)
AF~GARET E. LUTE
Signed, sealed, published and declared by MARGARET E. LUTZ, the above-named
Testatrix, as and for her Last Will and Testament, in our presence, who at her request, in her
presence and in the presence of each other have hereunto set our names as subscribing witnesses.
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ACKNOWLEDGMENT AND AFFIDAVIT
WE, MARGARET E. LUTZ, KAREN S. NOEL and SHARON L. SCHWALM, the
Testatrix and witnesses respectively, whose names are signed to the foregoing instrument, being
fiirst duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and
executed the instrument as her Last Will and that she had signed willingly, and that she executed
it as her free and voluntary act for the purpose herein expressed, and that each of the witnesses, in
the presence and hearing of the Testatrix, signed the Will as a witness and that to the best of their
knowledge the Testatrix was, at that time, eighteen years of age or older, of sound mind and
under no constraint or undue influence.
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MARG RET E. ~'Z
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KA N S~. NOEL
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SHARON L. SCHWALM
COMMONWEALTH OF PENNSYLVANIA
. SS:
COUNTY OF CUMBERLAND
Subscribed, sworn to and acknowledged before me by MARGARET E. LUTZ, the
Testatrix herein, and subscribed and svyorn to before me by KAREN S. NOEL and SHARON
L. SCHWALM, witnesses, this ~~ day of August, 2007.
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Public
t;UMM~~IWEA4,'{'hi O~ PENPdSYi,VANIA
Notarial S®al
'roger 8. Itwtr~, N~+;ary Public
Carlisle Barn, Gurnberfand County
My Comtrrission ~xpirss Oct. 3, 2008
Member. PAnnseivan;a .4ssnciation Ot Notaries
ernpowered to engage in any business in which I may be engaged at my death, for such period of
tune after my death as seems expedient to said Executrix or Substitute Executors.
4. I give and bequeath the sum of $10,000.00 to each of the following persons or
organizations:
a. EILEEN DERICKSON HOLTZ of Pinewood, New Jersey;
b. CONNIE DALLAS SINREICH of Chicago, Illinois;
c. HUMANE SOCIETY OF HARRISBURG AREA, INC.
of Mechanicsburg, Pennsylvania;
d. TERRY DALLAS GRUNSWEIG of Novi, Michigan; and
e. YMCA -CARLISLE FAMILY of Carlisle, Pennsylvania.
5. I give, devise and bequeath all of the rest, residue and remainder of my estate of every
nature and wherever situate to R. GERALD LACKEY of the Borough of Carlisle.
6. Should the gift in Paragraph No. 5 not take effect, then I give, devise and bequeath all
the rest, residue and remainder of my estate of whatever nature and wherever situate as follows:
a. Fifty Percent (50%) to KIMBERLY KRAMMES STONE, of
Boiling Springs, Pennsylvania;
b. Ten Percent (10%) to RUTH LUTZ COSTELLO of Mickelton,
New Jersey;
c. Ten Percent (10%) to ROBERT LUTZ of Woodbury, New
Jersey (Dubois Avenue);
d. Ten Percent (10%) to the YOUNG MEN'S CHRISTIAN
ASSOCIATION of Carlisle, Pennsylvania;
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