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HomeMy WebLinkAbout01-09-09PETITION FOR PROBATE AND GRANT OF LETTERS REGISTER OF WILLS OF CUMBERLAND Estate of Whitfield J. Bell, Jr. also known as COUNTY, PENNSYLVANIA File Number 21-09- (~ ,Deceased Social Se~~urity Number 191-26-7058 Susan B. Smith and James D. Flower, Jr. Petitioner(s), who is/are 18 years of age or older, apply(ies) for: (COMPLETE ;4' or '8' BELOW.•) XQ A. Probate and Grant of Letters Testamentaryand aver that Petitioner(s) is/are the named in the last Will of the Decedent, dated 10/02/2008 and codicil(s) dated State relevant circumstances, e.g., renunciation, death olexeculor, 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 victlm of a killing and was never adjudicated an incapacitated person: B. Grant of Letters of Administration app ca e, en er.~ c..a.; ..n.c..a.; pe en a e; uran e a en ra; uran a muror a e 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(/f Administratron, c.t.a, or d.b.n.c.t.a., enter date of Will in Section A above and complete list of heirs.) ~ a Q ~ r~ Name Relationship Residence ~~~ ~ ~~~: i ~ f-r-i t ~~. '-- ~Ti t.p s r; ;~ -. --o =:- ~~ ~ ~._7 ~~ .. (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania with his /her last prinr:ipal residence at f'a'! Apt 1E, Todd Circle, Carlisle, Carlisle, Cumberland, PA 17013 (Lisf street address, town/city, township, county, state, zip code) Decedent, then 94 ,years of age, died on 01/02/2009 at the Sarah A. Todd Memorial Home In Carlisle, Pennsylvania. Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property $ ~ ~ ~) ~ tr;1U (If not domiciled in PA} Personal property in Pennsylvania $ +~ (If not domiciled in PA) Personal property in County $ Value of real estate in Pennsylvania $ f ~ ~, y ~ ~, situated as follows: Philadelphia ! T' 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: ~ Signature- Typed or printed name and residence Susan B. Smith 3424 Warden Drive Philadelphia, PA 19129 . ~ I James D. Flower, Jr. 26 West High Street ~) r Carlisle, PA 17013 Form KW-UZ Rev. Copyright (c) 2006 form software only The Lackner Group, Inc. Page 1 oft =i r--; 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 4.~~ before me this C~ _ day of C~ For the Register File Number: 21-09- Estaie of Whitfield J. Bell, Jr. Deceased Social! jSecurity Number: 191-26-7058 ,Date of Death: 01/02/2009 AND NOW, I ~) ~, !'l-(,. c~.l~ ,i ~-- , in consideration of the foregoing Petition, satisfactory proof having been presented before , I DECREED that L tars Testamentary are hereby granted to Susan B. Smith and James D. Flower, Jr. in the above estate and that the instrument(s) dated 10/02/2008 described in the Petition be admitted to probate and filed of record as the last Will (and Codicil(s)) of Decedent. IS BOND REQUIRED? ~ Yes ~ No AMOUNT $ ARE THERE ANY MINOR HEIRS? ~ Yes ~ No FEES Letters .......................................... $ Short Certificate(s) ........................ $ ~~, ~~ Renunciation(s) ............................. $ I~;til $ 15 ,~' $ 10.E c,~ ~~ $ `~. ~~ $ $ $ C Attomey Signature: \ . Attomey Name: ~ :James D. Flower, Jr. Esq Supreme Court I.D. No.: 27742 Address: rv ca •..o _. - ~ f 'Ve Susan B. Smith '--r,~ ~ -,-- ,:~ ~, 1 }; lD -, James D. Flower, Jr. ! ,_--~ ~-~; ~ _- ve - "U ~ t~ ,2:- ~, , . N Saidis, Flower & Lindsay 26 West High Street Carlisle, PA 17013 $ Telephone: 717-243-6222 TOTAL .................................. $ Form RW-02 Rev. 10-13.2008 Copyright (c) 2096 Corm software only The Lackner Group, Inc. Page 2 or 2 ~~ ~ - ~ r~ r C~l.~'~' ~-~ LOCAL REGISTRAR'S CERTIFICATION i~F DE:t~1"~I WARNING: It is illegal to duplicate this copy by photostat or• photogr~~IKlh. 1 f~cc ti>r this certificate- S6.UU P 1503530 Certification Number This is to cerlifi_ that tyre information here gi~~en is correctly copied flosn an original Certificate o1~'Death duly filed with me as local Red*istrar. 'Cho original certificate ~ti~ill he i~/r~arded to the State Vital Records Office 1~>r permanent filing. ~.~'~. ~~~-e''`_~'~'~,~'~'~~ ~ar,~ 5 /2009 Local Registrar Date Issued tV n ~.. T ?- ~, ?~~ - ` ~ t 7 :Gy r - rn -r, I -i ~ I _ /~ ?~ _ c_ ~ - `i =tJ N ; ) -p -~ ~„ - ~ _. N 1106.143 REV 11 f200fi TYPE / PRIM IN PERMANENT BLACK INK I 0 COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS CERTIFICATE OF DEATH (See instructions and examples on reverse) ,_.__ _.. _ t. Name d Decetlenl(Fmt midle, IaeL sufix) 2. Sex 3. Socim Security Number 4. Dale of Death (Monet, day, year) ~ {I C "~iE~~ ~ Q ~ Y i c 7 LLL ~. / l ~ % aH -- r~ o%~tirvR.fY o~2 ~ooq 5. Age (last &dlday) l1Mer 1 Urder 1 day 6. Dale d eirtn (MaM, tlaY. Year) 7. Bdhplece (City an0 sole a Iaeign country) 6a. Place of Deem (Chedr one) Mmes Days News Mxwrar Hosp6al: Olhar. 94 yet, Dec. 3, 1914 Newburgh, NY ^ Inpatknt ^ ER / Wdalienl ^ DOA ©Nurs6g Home ^ Resdence ^Other - Specny: Bb. County d Deam Ik. C Born, T ity, wp. of Deem ad. FatiNly Name (II nd Wauaon, give metal and number) 9. Was Detedenl of Heoank Origln7 ~ No ^ Yes 10. Rata: Amedan IrglOn, Bladt, Wh69, ero. Cumberland Carlisle Sarah Todd Memorial Home ("'~''p~0ab~' (s°a"M Whi t e Maxkan, wade Rican, ero.) 11. De«tlerKS Usual tkn Kid d work eore mom d me. Do na meta retlred 12. Wes Decedent aver m fie 13. Da Ydenre Education (Spedty any highest grade complde~ 14. Mantel Status: ManieQ Never MarneQ 15. Surviving Spouse (If wile, gNe maiden name) K6d d Wok N6d d B«ineas I Irduslry Histori ll C U.S. Armed Fonas? Elementary /Secondary (412) College (1-0 or 5.) Y'Ydowed. DNOrced (Speedy) an o ege ^vea ®Na 5+ Never Married " 16. Deceded's Adtlres3 (Strom, / tavn, male, zp code) A t 1 T dd~i l Deceded3 D'd Decedent PA p , o rc e adaalResidarrte va.Bate livema 17c.C1v«,~,~,,,~„ T~ Carlisle, PA 17013 tn.coanty Cumberland T naMp? I7a.~)ra,Da«denlLlreawimm Carlisle Adual urnda d ciy / l3ao tfi. Famers Name (RrsL middle, lam, sulAxl Whitfield J. Bell, Sr. ts. Manors Name (FUSE mdse, maiden sUmana) Lillian Hengstler 20a. InlamrarN's Name (Type /Pant) Susan Smith 20b. Infomant's MaiYng Adtlrass (Street, city / rown, stale, zip ode) 3424 Warden Dr., Philadelphia, PA 19129 21a Method d D bposilkn Crematlon ^ Dare6m ^ BMlal ^ RemovalhomSmte ; wescrametbn«D«IetlmAUtlnrhM 21b. Dek d Olepoet6an (Mmm, day, ywar) Jan 6 2009 21 c. Pkcw d Disposnon (Nana d cemetery, crematory a otlsr Nee) Hoffman-...Roth F {neral Home ~ 21d. Location (Clry / town, sUte, zip mde) ^ - l bl'M•"t•'~*~d^•ryDe~^•rT ~^~ . , ~ rematory Carlisle, PA 17013 ~ Farm auh) 22b.UcenseNUmbar zzc.NameaMAdrhessdFacAdy Hoffman-Roth Funeral Home & Crematory, Inc. - - ii 013144E 219 N,. Hanover St., Carlisle, PA 17013 Items 23ec atly Men ceNying a mt avaAmM at eme a Beam w 23e. To tle d mY hnowledg•, deem oca m mo tlme, dma eM plea mated. (Sgrlmure and 6110) / / 23b. License Numl»r 230 Date Signed (MonTh. daY, Yaar) ~ ,{ l/~ Mans 2a26 mat be ampeled by person ~ who praparces deem 24. Time of p 25. Dale Pmreinced Dead (Modh, daY, yead ' I 28. Wes Caen Rmened k Madcal Examiner /Coroner for a Reason Omer man Cremation or Donatkn? . ~ ~ O Lt (r~ M. / ~ ~ ^ Yes ~Jo CAUSE OF DEATH (See lyretructlone aM exempba) r Approximate iderrel: Item 27. Pad I: Enter fie d1a61 d evenE -dseases, injuries, a axnptlcafiaa -That directly caused tle death. W NOT enter termval events such u rardMC anest Part II: Enter otler sknir ad mndtkra con6ibutino t tleeln 2B. D'd Tobacco Use Comnbuta to Death? • Onset to Death respiratory anesL a ventnaler IbriPatlan w6ha11 sfaw6rg fire elbUgy. List ony one «lae on eactl Ana. bN na resrAtirlg in fie wdadyinA cause given h Pad L ^ Yes ^ Rabebry I~F ~ ~ C A p~ N ~ ^ No ^ Unknown n46 m ar r es m rr in dee l a `~g 1'~D i V Y1 Ih~ 29. If Female: . D r ue to (« as a consequerce ofl: Se~m~1y im aardticre, 6 arty, b. ba6q W the term As1etl an Yet a D ^ Nd pregnem w6Nn pass year ^ Pregnant m tlme d death ue to (a as a Fnler 8ie UNDEBLY"IG CAUSE corsa0uanto Dry: ~ ^ Na pregnad, bd pregnant wimin 02 tlays (dsease « jury met iitlalel ma even6 reslmg n deem) UST. c. D e t l d deem u o a as a am6egarce oq: ^ p L w1 pr.grant 43 mys to t year d. " ' ~ ^ Unknown tl pregnard wnhil fire past year 30a. Was an AdapsY Perrormed? 306. Were Ar6opry Rntirgs AvaAabk Poor ro Comolelkn 31. Memer d Oeam 32e. Date d ro' Nry IModh, daY, Year) 32b. Desaibe How Injury Occurred 32c. Place d Njury: Home. Farm, S1reeL Feeley, d Ceuae d Deam7 r~r ~yPb6nal ^ Hondcitle OAice BdMing, etc. (Speayy) ^ Yes ~ No ^ Yes ^ Na ^ Ptddent ^ Pergrp Invesq(aAOn 32tl. Tana d Inryry 32e. Injury al Work? 321. 6 Trenspatanon Injury (Speary/ 32g. Laatlal of Injury (Brae(, dry /town, slate) ^ Sudde ^ Codtl Nd be Dmerrt6ned ^ Yes ^ No ^ Driver / Opemta ^ Passenger ^Petlesldan M. Other-Spea'N: 33a. Certifier (dredc my acre) ' C•rI"Ying phYeklan (Pnysken cat6yrog cause d seem wnen enomar pnysidan nos IaanorMwwtl seam end tanwlmee nom 23j Taman.mwm la l d d m dd 330. sgnawre me d ceru ~ I~'^~` a `(~'~ Y bw S ae sa, ottUna U.twd.tMx~(.).ndm.rwl.rmsl.roe.-------------------------------- ' Dromav;Ng and «rtlMr h aklan (Ph ia ban k d - V~ • q p y ya an prawac g eem acrd cer6ybrg to reuse d Deem) rwmebe.ldmrtlnawl.dg..aamattaw.amme6ma.mla.anaplata,andaaammet,a.a(.)andmannaraa.mlad---------- ---- ^ • Medleal ExamMr / Corenar _ _ - _ 33c. Liceme Number 1 1'~4~'1~ O ` b Z ~ 1 ~~ 33d. Oete Sgned (Monet, day, year) p ~ 12..E '~ p _ 'g.p O On Ilea baela d ezamkretlgl and! w lnvestlgadon, m mY Oplnbn, death aceuryad at lna Ilme, date, and place, acct due 1o me cea5e(9) end manner as alelad ^ _ ~. y~ny eMAdMees of Person WM Com de led Cauae W Deem (Ite m 27) Type / P~nI Regrstmr s ard [1N~fq (y ' C>, Cl O s~ Y-- `J r Z~JCAD Y~ .I f~ 'Iti~ .~Q~3\r i.} l~ I I Its I 1 IO I Date Retl (Alonm, deY, Y~rl -~ 1~x ~ 'L~ ~~ . 7 w.~ czrL--~l.. P2 I~or7 Disposition Pennil No. ~ l~ l5 LAST WILL AND TESTAMENT OF N WHITFIELD J. BELL JR. `-' ~ -~ r n , . ~-, -~~ ~ ~ -_, ,,?~ ~~ , {,-, , , : , :-t ~_ I, WHITFIELD J. BELL, JR., of Carlisle, Cumberland County, Pennsj~y~ia, -4 '`~- ~r ..., ~_:=r-=; N ~ _" r -, being of sound and disposing mind, memory and understanding, do make, pu~is~i and ~ ~:-~ ~~ > N _-` declare this as and for my Last Will and Testament, hereby revoking and making void any and all former Wills, Codicils, or writings in the nature thereof, by me at any time heretofore made. FIRST: I hereby order and direct my Executrix or Executor, hereinafter named, to pay all my just debts, funeral expenses, testamentary expenses and all Inheritance, Estate, Transfer and Succession Taxes, as soon as may be conveniently done after my death, out of my residuary estate. I direct my Executor to have my remains cremated. SECOND: To my niece, SUSAN B. SMITH, and my nephew, MICHAEL BELL, I give the right to take such of my household goods and personal effects as they would like to keep a~~d use for their ovvn pu~~Nvses a,d fur tl~e purposes of Susan's children, except as provided in Paragraph Third (g). Each shall have a choice of one item, the choice being made by them in the order named until each has made a choice and then SUSAN shall have a second choice followed by MICHAEL and so on, in the same manner, until none of them desire any other household items. Such items as may remain shall be sold by my Executor and the proceeds added to the Estate for distribution as hereinafter provided. THIRD: I make the following specific bequests: A. I give to the AMERICAN PHILOSOPHICAL SOCIETY, of 104 South Fifth Street, Philadelphia, Pennsylvania, the sum of Twenty-five Thousand ($25,000.00) Dollars, to be added to the library funds of the Society; B. I give to DICKINSON COLLEGE, of Carlisle, Pennsylvania, the sum of Twenty-five Thousand ($25,000.00) Dollars, to be added to its scholarship fund given by Thomas W. Richards in my name; C. I give to THE AMERICAN ANTIQUARIAN SOCIETY, of 185 Salisbury Street, Worcester, Massachusetts, the sum of One Thousand ($1,000.00) Dollars; D. I give to THE MASSACHUSETTS HISTORICAL SOCIETY, of 1054 Boylston Street, Boston, Massachusetts, the sum of Five Thousand ($5,000.00) Dollars; E. I give to THE PENNSYLVANIA HOSPITAL for its Friends of the Historical Library, the sum of Three Thousand ($3,000.00) Dollars; F. I give to THE CUMBERLAND COUNTY HISTORICAL SOCIETY, of Carlisle, Pennsylvania, the sum of Five Thousand ($5,000.00) Dollars; G. I have made a list of certain items of personal property dated the same day as this Will and I direct the Executors hereinafter named to make distribution of those items of personal property to the persons indicated in the memorandum. Any and all expenses involved in the distribution of those items shall be treated as an expense and cost of administration of my Estate. 2 FOURTH: I give to my nephew, MICHAEL BELL, the sum of One Hundred Thousand ($100,000.00) Dollars, which gift is intended to offset the value of the Trust I established in the name of Jennifer and Andrew Smith. FIFTH: All the rest, residue and remainder of my estate of whatsoever nature and kind and wheresoever situate at the time of my death, I direct to be distributed as follows: A. I give fifty (50%) percent to my niece, SUSAN B. SMITH; and B. I give fifty (50%) percent to my nephew, MICHAEL BELL. LASTLY: I nominate, constitute and appoint my niece, SUSAN B. SMITH, of Philadelphia, Pennsylvania, and JAMES D. FLOWER, JR., of Carlisle, Pennsylvania, to be the Executors of this my Last Will and Testament. Should one of the aforesaid fail to survive me, the other may act alone as Executor. Should neither of the foregoing survive me, I nominate, constitute and appoint M & T BANK, or its successors, of Carlisle, Pennsylvania, to act in their place and stead. No Executor or Executrix shall be required to file bond in this or any other jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal this day of ~ ~"~'+0 , 2008. hitfiel .Bell, Jr.. SIGNED, SEALED, PUBLISHED and DECLARED in the presence of: 3 ..~ COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss I, WHITFIELD J. BELL, JR., Testator, 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 willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledged efore me, by WHITFIELD J. BELL, JR., the Testator, this OZri.C~ day of 2008. ~. W itfield J. Bell, Testator NOTARIAE. BEAt„ iI~tME !. MARHEIIKII, MOTA#1Y ~tlC M1~CQMAl1§S~tV~EXP#iES 8 4 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss We, and 1 ,~, ~C.e- ~~.fi1 the witnes whose names are signe to the attached or 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 his Last Will; that he signed willingly and that he executed it as his free and voluntary act 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 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 ~, ~, and ,t~~-• ~~ ~,~Q.~ this o~~C~ day of _ 2008. Witness ._ --- ~'.~ Witness ~- Not ublic NOTARIAL SEAL MERLENE J. MARHEVKA, NOTARY PU6L~ CARLISLE CUMBERLAND COUNTY, PA MY COMMISSION EXPIRES JUNE B, 2010