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HomeMy WebLinkAbout01-30-09PETITION FOR PROBATE AND GRANT OF LETTERS REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA 021-01- ~/cg' Estate of Ma Louise Be er File Number also known as MarX.Lou Bgyers Deceased Social Security Dumber 209057685 Petitioner(s), who is/are 18 years of age or older, apply(ies) for: (COMPLETE A' OR 'B' BELOW.•) Q A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is /are the ExeCUtor named in the last Will of the Decedent dated 4/7/2008 and codicil(s) dated no exceptions (State relevant circumstances, e.g., renunciation, death of executor, etc.,l 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 (If applicable, enter: c.t.a.; d.b.n.c.t.a.; pendente liter durante absentia; durante minoritate) 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 Adminictrntinn r i n nr d h n c t n onter date of Will in Section A above and complete list ofheirsJ ~ Decedent was domiciled at death in Cumberland County, Pennsylvania, with his !her last principal residence at 101 S Queen Street Ship~ensburgSBorol PA 17257 (List street address, townlcity, township, county, state, zip code) Decedent, then 90 years of age, died on 1 /22/2009 at Shiooensbury Health Care Center 121 Walnut Bottom Road Shippensburg PA 17257 Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property $ 50.000.00 (If not domiciled in PA) Personal property in Pennsylvania $ (If not domiciled in PA) Personal property in County $ Value of real estate in Pennsylvania $ 100 000.00 101 South Queen Street, Borough of Shippensburg, Cumberland County, Pennsylvania 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 form to the undersigned: Signature Typed or printed name and residence Mary Ann Rudy 6441 Richm nd Hi hwa #301 Alexandria VA 22306 Page 1 of 2 Form RW-02 rev. 10.13.06 (COMPLETE INALL CASES:) Attach additional sheets ijnecessary. 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 day of .lane, , ~'.~-~ F'or th egister Signature of Personal l~lpresentative Mary Ann Rudy Signature of Personal Representative Signature of Personal Representative ~=` ~-~ .> ,~~ r-- _-- n-, ,. _ _z ;> File Number: ~ l ~~ ~ `~v A% -~ --~ Estate of Mary Louise Beyers ,Deceased ~~ c_. ~~ ~..~ C7 -.~ rv uz Social Security Number: 209057685 Date of Death: 1 /22/2009 AND NOW, January , 2009 , in consideration of the foregoing Petition, satisfactory proof having been presented before me, IT IS DECREED that Letters Testamentary _ are hereby granted to Mary Ann Ruder h~ the above estatE and that the instrument(s) dated April 7 2008 described in the Petition be admitted to probate and filed of record as the last Will (and Codicils}) of Decedent. t FEES v ~ ~ ~~ (ti'• Letters ............................. 260.00 $ ! Register of Wills ~, ,~ ' Short Certificate(s) •••••••••••• $ 24.00 Attorney Signature: Renunciation(s) •••••••••••••••• $ j ~' ~ ~ Automation .... $ 5.00 Attorney Name: o R. Zullin er JCP fee .... $ 10.00 Supreme Court I.D. N o.: 17516 Will .... $ 15.00 .,•• $ Address: 14 North Main Street. Suite 200 "" $ Chambersburq .... $ .... $ PA 17201 .... $ $ Telephone: ~717~264-6029 TOTAL ............................. $ 314.00 Form RW-02 rev. 10.13.06 Page 2 of 2 Ills=~.<n: Itl-~ „~~,~-.. ~/~v ~~~ LOCAL REGISTRAR'S CERTIFICATION OF QEATFI WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this L•ertifieatL•. `•;h.O(1 ~~1H Of pE ~-~ ~Th1~ a to ~ertit~' Thai the. Inforo~ation here glen is ,r~~~, , - /y'~ correctly u~picd f)nm ,In u)iginal Certificate u1' Death ~!1' "- /,~rq~; ~~~=` dul~~ tiled ~~~ith me as Local RetTrstrar. The original ~;'~f ~z~l ~erUCn.alc will he funn~~u'ded to the State Vir~rl - ~°I ~'~ ail Recurtl~ Of ~~ 'c fur p' ta) tt filings. .* / *s~ P 149.26871 ~-°F ~%~ q Ccrtil~icatiun _~umher ~ L et~islrrh Date Issued r.a ~ ry C Q w w ~_ `rr ' ' . I ~ i ^. ~ ~1 . z ~ .. f " r CTr ~. ~(- ~ ~ H10S743 REV 71f20D6 COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS TYP T ~j ~ r - ~ y~ .3.a ~ E / PRIM IN BLACKNINNT CERTIFICATE OF DEATH - - - ~~ PV ~ , (See Instructions and eremoles nn rcwnrca.y . tJ ---1 1. Name d Decedent (FIfM, middle, led, eiAks) 2. Sex 3. Sodel Security Number y ^ • ` ' ,LL •u'n 4. Date a Death (Month, day„yaar) '~, MARY LOUISE BEYERS Female 209 - OS - 7685 Jan. 22 2009 5. Age (last Bintdey) tMtler 1 year UM« 1 day 6. Dale d Birth (Month, day, year) 7. Binhplece (Cat' ark Hale a lore n ceunlry) Be. Place of Death (Check onl orw) "°""` °"~ "°'"` ""'"'"` Shirleysburg HoaPitac Other: 90 Yre' A r • 2 191 8 ^ 1rlpalienl ^ ER (Outpaced ^ DOA ®Nursing Home ^ Residerwe ^Olher ~ Spedly. flb. Count' o1 Deem &. City, eero, Twp. of Death Btl. FecYNy Name (II nd hstildion, give alreel aM number) B. Was Decedent d Hbpenk Onpin? ®Ne ^ Yes 1A. Raw: Amerken Indian, Black, Vyhie, ac. ' QI yes, apedly Cuban, (SpecAy) Cumberland Shi Shi ensbur Health Care. Center Alexicen,PUedoRican,etc.) White ' ~ 11. Decetled a Usual ion Nintlal work done moa7 d wo ~ Re. Do not stale rekretl 12. Was Decedent ever in the 13. Decedent's Edumlan (Spedty oat' highest grade completed) 14. MerNa1 SYa1us: Married, Never Martietl, 15. Surviving Spouse (N wife, give maiden reme) Kid a Work KiM d Baseless /Industry U.S. Armed Fomes? Elementary /Secondary (PIT) College (1-1 w 5+) Widowed, DW«cetl (Spedly) Readin s ecialist in StdLOOi Dis ^Yea ®No 12 rs. 5+ rs. Widowed 16.Decedent's lAagip Adtlreas lStreet, dtyftown, stele, Zip urotle) Deceaem•a lm ~ D Penns lvania e x'e In 1 0 1 S . Queen S t . Adml Resitlence 176. bYate Y U nc. ^ res. Dec¢danl Lined m T ~' Township? nb.co~my Cumberland 17tl.®No,DecedeniLiveewnhin Shippensburg Shi ensbur PA 17257 Ad M Lk A a a r a _ CM(gom 18. Fa9rer's Name (Fist, mitltlle, reel, wflix) 19. Mdher's Neme (Fast, middle, maiden sumeme) Ro Li htner Anna Lutz Zda. IrdomlHM's Name (Typ¢! Pixd) 20b. mlamad'a McNing Atlaeas (Sbeet, city /town, Nle, zip rode) Mar Ann Reeser-Rod 6441 Richmond Hw 301 Alexandria VA 22306 21e. Method d Di6pmllkn ^Crematon ^ Donation 216. Dale o1 DispmNion (Monm, day, year) 21c. Place a Dispwilun (Name a mmelery, «amkory w finer place) 21d. Localx>n iCity / kwn, stele, zip code) ® Bwial ^ Removal Iran Stele I W as DremMion w Donegon Aahor¢ed ^ ~r-~r 1 byMediealExNniner7coronen ^Yes^No Jan. 28 2009 S vin Hill Cemeter Shi ensbur PA 17257 ~ ~ 22a. to Fawner Service lea ~~o ) 226. License Number 22c. Neme aMAtldress d FadNy ~ 112 W. K1Tiy $t. • ~ I jf'L ` J `- 1 FD 011776-L 1 er-ffiidcer Flmeral Fkme Inc, p.0. Box 336 Shi PA 17257 Comgkte hems 23a<aJy when ced¢ying 23a. To Nw best a my knowledge, doam occurred et the firm, tlate ark pWce aWled. (SiprleWre end INk) 23b License Nimber 23c Dale S' Me / fined ( th, fiat', yes ) physidan is not aveikde el8me d deem b /A'/ ', J f . .. '?, f < - ' ~ ~ ~ ~ ~ t } :/` ~~, J ,yl . a ( L, ~,f. i cedNy muaeadeam. W~' 1<_((. i~l-'r~!`_ . ''` i :O ( ,r ... j C t. i.. conpleled by person ~ 25. Dale Pmnourlcetl Dead Month, da , ar Neme 2a-26 mra be 24. Tana d Death ( y y¢) 26. Was Case Relerted b dial Examirrer 1 Coroner rAro pronounces death . ~ for a Reason Olh¢r than Cremation or Donetbn7 . j ^ Yes c/ ' ~ M. C- l1 U~i1 G'V ,'~,c~^ . n. L~ E) CAUSE OF DEATH (See InaMUCtbm and example r Approximate ntervel: Pan II: Eder aher;f odkcent eomaons coddbucno to deem, xem 27. Pad I: Enter the duin d ewnls -diseases, ilyaiea, or rompliraACns -mat directly caused ma deem, DO NOT rxner laminar events such as cardiac a rest 2B. Diu Tobago Use Contddae b Death? r , s Oreel b Death bd not rewtlig in the uM«tyutg cause gven in Pad I, respuralory anent, or veneicWer IiDdlatbn rdlhoul ahowhtp Uw eliokpy. L1N ony oce muse on each Are. t ^ Yes ^ Probabty NWEDIATE CAUSE (Firer tlsease or ~r_ • I ^ No ^ UNcrown caldilion reatiNrog n death) ~, a C..L/Yi,'~1tZ~wi ~L2r-+~s _ ~yZ~./i r if •l s 29. II Female: Due W (or a& a wrls m dl~ ; ^ Na pregnant wXNn past year l~ ~~ n ~ /~ /, ~ '~ '~ BegiwmaN Asl condlions, d enY, b. Cr'ylLf /S J' s~=C ~j~J~11(~X Gw-~1~ batlnq ro tM muse fisted on Nce a ~ r ^ Pregmnl a1 Ame a death . Due to EMtt &w UNDERLYMC CAUSE (or as a cwlaequence op: r ^ Nd pragmnl, bd progneM wiNCa az days Idsease a h?Jury mat kalleletl the o MriU reudug in death) LAST, d death Due to (or es a con sequence olY Nol re ^ P Anent, bM Dregrent 43 days to t year d. r i belae death ^ Unknown II gegnanl wuhin the pal year 3Aa. Was m Autopsy 30b. Were Auopsy Fvideps 31. Men a Deem 32e. Dale of Injury (Modh, day, year) 32b. Desixibe How Iryury Oxurted Padariied? Avetlade Prior to Canpletion 32o Plain d mM^Y: Home, Farm, Shea, Fadory, d Cause d Death? rural ^ Homkke Office Butlding, ek. (SprcNy) Yes ~ ^ Yes No ^ [} ^ Acdtlent ^ Pend'nA tmrestigaLion 32a. Tine d hyury 32e. liyury el Work? 321. Il7rarsponation I nWry (SPecnYJ 32g. Location d lipiry IStreel, dry I town, sWleJ ^ Siidtle ^ Cook Nd be Determined ^ Yes ^ Nc ^ ewer! Operator ^ Passenger ^Peik+slnen M~ ^Olher~$pecily 33a. Caliller (check ody one) ' Cartitying physkian (Plrysiden cedNL'in cause al tleaN h n tl h id b 33b. Sgrolure end nle of eJ'' i C 'h ~ g w e eiw wr p ys sn as praiouncetl deem end amplaed ham 23) Tome Debt of my krwwliidpe, dulh ottwred tlue to the cause(s) end menrer es staled_ _ _ _ _ _ _ _ _ _ _ _ _ _ __ _ _ _ _ _ _ _ ________ • Pronoiridnp aiM artltyin phyeklan (Ph aiden bdh d d th d 1 (//7 ~ G.J.`fJl~ ZS/3 g y pronouit ng ea en mdlying to cause d death) To the beat d my knowledge, death occurred m the Ilme, dtle, end plain, and due to the cauae(sl aM manner u staler. _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ ^ • MetllcN Examiner 1 Coroner 33c. Liceme Numb« M ~ !7 S ~ 3 o CI _ L 33d. Dale Slgcetl (Monty day, year) f __ a L - G Dn IM hints a examMetbn arm / or Inreatigallon, b my oDi death ac«red n the time, date, and plsce, entl due to the cauee(c) end.manner u ateted ^ _ 34. Name and Address of Perao n Who (a leled Cause d, Ih (Ite m 27) TypeType l P ml ~ + 35. Regisuefs Signature and D 36 D ll J j , '} ~/ / ~ ~~ /'' r~.l7~- Fl ~ ~~~ ~ / ""~ x " /~ /r'~~ ~ A" . ale Fnetl (M Ili, day, year) / v ~ Disposition Permit No. ~ r ~ q 3 / JRZ - 5.1'beyers.2 January 31, 2008 na ~ ~-~ ~~ ~ ~ --_ ~~ { , C? ~_a. LAST WILL AND TESTAMENT a, c~ ~.., , ~~ ~ ~.. ` :} ~ =--~ .. T, Mary Louise Beyers, of 101 South Quee-~fi Stmt, Shippensburg, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby declare this to be my will, hereby revoking any and all former wills and codicils thereto by me heretofore made. I. I direct that all my just debts and funeral expenses, including all expenses of my last illness, shall. be paid from my estate as soon as practicable after my decease as a part of the expense of the administration of my estate. II. I give, devise and bequeath the residue of mjr estate of every nature and wherever situate as follows: A. Two percent thereof to Shippensburg University Foundation, Inc.; B. Two percent thereof to my grandson, Eric Reeser, if he survives me by thirty days. In the event my said grandson predeceases me or dies on or before the thirtieth day following my death, his share shall be distributed equally among my remaining grandchildren in these remaining paragraphs C, D, and E; C. Two percent thereof to my grandson, Will Reeser, if he survives me by thirty days. In the event my said ~~ grandson predeceases me or dies on or before the thirtieth day following my death, his share shall be distributed equally among my remaining grandchildren in these remaining paragraphs B, D and E; D. Two percent thereof to my granddaughter, Ann Reeser, if she survives me by thirty days. In the event my said granddaughter predeceases me or dies on or before the thirtieth day following my death, her share shall be distributed equally among my remaining grandchildren in these remaining paragraphs B, C, and E; E. Two percent thereof to my granddaughter, Emily Ryan, if she survives me by thirty days . In the event my said granddaughter predeceases me or dies on or before the thirtieth day following my death, her share shall be distributed equally among my remaining grandchildren in these remaining paragraphs B, C and D; F. Ninety percent thereof to my children, namely Mary Ann Rudy, William E. Beyers, Jr., Beverly D. Ryan and Jane A. Beyers, in equal shares, provided that the share of any child who predeceases me or dies on or before the thirtieth day following my death shall be distributed to said beneficiary's issue, per stirpes,, living on the Page 2 thirty-first day following my death, and in default of any such then-living issue, such share shall be added to the share or shares of my other then-living children. G. When issue is used herein, it shall not include step- children. III. Any distribution to be made to my daughter,. Jane A. Beyers, shall not be distributed outright to her, but shall be distributed to my daughters, Mary Ann Rudy and Beverly D. Ryan, IN TRUST, for the benefit of my daughter, Jane A. Beyers, as follows: A. During the life of my daughter, Jane A. Beyers, no portion of the principal of this trust shall be paid to said beneficiary or expended for said beneficiary's benefit nor distributed for any other purposes whatsoever except as hereinafter expressly provided. B. No payments of income shall be made from this trust to or for the benefit of my daughter, Jane A. Beyers, until the trustee has taken into consideration all of said beneficiary's available assets and sources of income including entitlement to benefits and services from any local, state or Federal government or agency (or from any private agency). C. During the life of my daughter, Jane A. Beyers, no portion of this trust, either principal or income, shall Page 3 be subject to anticipation, pledge, assignment or obligation of my daughter, Jane A. Beyers, nor be subject to any reimbursement, execution, attachment, levy or sequestration or other claims of or interference from the creditors of my daughter, Jane A. Beyers, or of said beneficiary's estate or of any one who may be obligated for said beneficiary's support, including any government or governmental agency or private agency which has provided benefits or services to my daughter, Jane A. Beyers. D. During the life of my daughter, Jane A. Beyers, subject to the consideration stated in subparagraph B and C herein, my trustee may expend upon my daughter, Jane A. Beyers, for said beneficiary`s health and medical care, ~~ support and maintenance and reasonable comfort, so much of the income or the principal of the trust as my trustee shall determine. My trustee shall have sole and absolute discretion in determining whether such expenditure for is to be made. It is my desire that the trustee provide such resources and experiences that will contribute to and make my daughter`s life as pleasant, comfortable and happy as if feasible. It is my intention that this trust be a supplemental needs trust (and not a support trust) for the supplemental and special needs of my daughter, Jane A. Beyers. E. During the life of my daughter, Jane A. Beyers, all Page 4 payments from this trust which go for said beneficiary's direct benefit shall be direct payments to the person or entity supplying regular services to said beneficiary at the request of the trustee. F. Should the existence of this trust disqualify my daughter, Jane A. Beyers, from eligibility for any substantial government or private aid or benefits or services, then this trust may, in the sole discretion, of the trustee be terminated and the then-remaining principal and any accumulated and undistributed income be distributed to my remainder beneficiaries under subparagraph G hereof. G. Upon the death of my daughter, Jane A. Beyers, this trust shall terminate and all principal and any accumulated and undistributed income shall be distributed to my issue, per stirpes, living at the time of my daughter's death. IV. My daughter, Mary Ann Rudy, shall be given the opportunity to purchase my real estate at 101 South Queen Street, Shippensburg, Pennsylvania, at its value as established by appraisal for Pennsylvania inheritance tax purposes, and my executor may credit my daughter's share of my estate against the amount due for my home. For any additional amount owed, my daughter may sign a promissory note amortized over a ten-year period at five percent Page 5 interest payable to my three remaining beneficiaries equally. V. As of the time I have executed this will, I have over the years, already given my son, William E. Beyers, Jr., the sum of approximately $25,000.00, and my daughter, Jane A. Beyers, the sum of approximately $25,000.00. In order to be fair to all my children, I direct my executor to deduct from the share of said child under this will the amount I gave them out of necessity over the years. VI. In the event that anyone entitled to a share of my estate shall be under the age of eighteen years at the time for distribution to such beneficiary, I constitute and appoint my executors as guardian of any property which passes either under \ this will or otherwise to said minor. Said guardian shall in the J guardian's sole discretion and without order of court, use principal as well as income from time to time as may appear to be necessary for the minor's welfare, comfort, medical care, recreation, support and education, without responsibility to the minor or to any person taking care of the minor; and the remaining balance in the hands of said guardian shall be distributed to said minor when the minor attains the age of eighteen years. If such Page 6 minor dies prior to attaining the age of eighteen years, said guardian is authorized in the guardian's discretion to pay part or all of the minor's funeral expenses and the remaining balance in the hands of said guardian shall be distributed to the minor's personal representative. In the event the funds held by the guardian for any minor become in the opinion of the guardian too small for proper and efficient administration, the guardian, in the guardian's sole discretion, may deposit such funds in a savings account in the name of the minor. VII. Any fiduciary under this will shall have the following powers ~~~ in addition to those vested in them by law and by other provisions of my will applicable to all property whether principal or income, ^ including property held for minors, exercisable without Court approval, and effective until actual distribution of all property: A. To retain any and all of the assets of my estate, real or personal, without regard to any principle of diversification of risk. B. To invest in all forms of property including stock, common trust funds and mortgage investment funds without restriction to investments authorized for Pennsylvania fiduciaries as they deem proper, without regard to any principle of diversification of risk. C. To sell at public or private sale, to exchange or to Page 7 lease for any period of time any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms or conditions as they deem proper. D. To allocate receipts and expenses to principal or income or partly to each as they from time to time think proper. E. To compromise any claim or controversy. F. To distribute in cash or in kind or partly in each. .~ G. To hold property in their names without designation of ~-~ any f fiduciary capacity or in the name of a nominee or unregistered. VIII. 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. IX. The interest of the beneficiaries hereunder shall not be subject to anticipation or to voluntary or involuntary alienation; and the principal and income shall be paid by the trustee or guardian directly to or for the use of the beneficiary entitled thereto, without regard to any assignment, order., attachment or Page 8 claim whatever. X. I appoint my daughter, Mary Ann Rudy, as executrix of this my will. Should my daughter, Mary Ann Rudy, predecease me, fail to qualify or cease to act, I appoint my daughter, Beverly D. Ryan, as executrix of this my will. XI. No bond shall be required of any fiduciary hereunder in any jurisdiction. IN WITNESS WHEREOF, I hereunto set my hand and seal to this my last will and testament, consisting of eleven typewritten pages, the first eight of which bear my signature in rth~e ~ argin for the purpose of identification this / __ day of ~nri 1 _, 2~- (SEAL) Signed, sealed, published and declared by the above-named testatrix as and for her last will and testament in our presence, who in her presence, at her request and in the presence of each Page 9 other have hereunto set our hands as attesting witnesses. ~ a..~... ~ ,~~ /P -_ ~ s ~ r We, Mary Louise Beyers, ~~ I ~, ~ ~_)11'1C}~,I~ and ~YYII ~ ~ <I L[,VI~ the testatrix and the witnesses respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her last will and testament and that she executed it as her free and voluntary act for the purposes therein expressed and that each of the witnesses, in the presence and hearing of the said testatrix, signed the will as witnesses and to the best of their knowledge, said signer was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. Page 10 r Subscribed, sworn to and acknowledged before me by the above-named signer and subscribed and sworn to befor~ me by the above ~amed witnesses this Z- day of Notary Pub COMMONWEALTH OP PENNSYLVANIA Notarial Seal Angela M. Schaeffer, Notary Public Shippensburg Boro, Cumberland County MY Commission Expires May 15, 2011 Member, Penns~!t-.•~;~q..~.,,,.~~tlon ~f Notaries Page 11