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HomeMy WebLinkAbout02-11-09PETITION FOR PROBATE AND GRANT OF LETTERS REGISTER OF WILLS OF CUMBERLAND Estate of Jean W. Paules also known as COUNTY, PENNSYL/V~/ANIA File Number 21-- /~ ~ - ~'~ ,Deceased Social Security Number 198-30-2025 James D. Bogar and Warren D. Williss Petitioner(s), who is/are 18 years of age or older, apply(ies) for: (COMPLETE A' or `8' BELOW.) QX A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the named in the last Will of the Decedent, dated 05/06/1996 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 ap ica e, en er. c..a.; ..n.c..a.; en e i e; uran e a sen ia; uran a moron 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: (If Administration, c.t.a. ord.b.n.c.t.a., enter date of ill in Section A above and complete list of heirs.) Name Relationship Residence ~, c7 c~ ~~ ~ ~; ! ~ ~ - c,.> _ _r, ~ _ ~ (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania with his /her last principal rest~ence at -- ~ " .~ 100 Mt. Allen Drive, Mechanicsburg, Upper Allen, Cumberland, PA 17055 ~ (List street address, town/city, township, county, state, zip code) Decedent, then $7 years of age, died on 01/30/2009 at Upper Allen Township, Cumberlaind County, Pennsylvania Decedent at death owned property with estimated values as follows: (If domiciled 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: None 280,000.00 ~opyngnc ~c~ ~uw ronn sortware only 1 he Lackner Group, Inc. qne West Main Street :ihiremanstown, PA 17011 n ram oawwur ~[reei Mechanicsburg, PA 17055 Page 1 of 2 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 } 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 A ~~`~ S nature of erson I p entative James D. Bogar ,.. , before . ~.e this _~ ~ t day of ~ ~//i ,! /1 i ~ ~ 1 -~ ~' Si a u oval Representative Warren D.1tN1111SS F .. the Register Signature of Personal Representative _ r..> File Number: 21 __ ~ _ n ~ ~/ ~''~ `,-~` ~J "'T7 - Estate of Jean W. Paules , Deceasad~r-~ °~ ,_ ,-i-i , Social Security Number: 198-30-2025 Date of Death: 01/30/2009 ~1,=; ~ -v `- -_ ;.` ~-m AND NOW, ~ L~f, ~' ~~ ~-lli.~L,/~ c~-y(i ~l , in consideration of the foregoing P~t~o~satisfactet~proofr ` '' having been presented before me, I IS DECREED that etters Testamentary ~~ cn OD are hereby granted to James D. Bogar and Warren D. Williss in the above estate and that the instrument(s) dated 05/06/1996 described in the Petition be admitted to probate and filed of record as the last Will (and Codicil(s)) of Decedent. s FEES / nn ,,~~}} Letters ............................................ $ ~/ V. U~ ~ -' ! CLL-~'1~. ~ ~r~' U /~~ Register o/Wills Short Certificate(s) ........................ $ ~a • V~ r` ~ ~ ~ e'D, /~ . !. 1 `R~ernunrrciation(s) ............................. $ Attorney Signature: / L J , ~ I I $ ~ ~ . ~ ~ Attorney Name: ameS D. Bog r ~~Cf~ $ /~~, ~ ~) l ~ _ J $ ` r/ ~~ Supreme Court LD. No.: 19475 l~ Bogar ~ Hipp Law Offices $ Address: One West Mlain Street $ $ Shiremanstown, PA 17011 $ Telephone: 717-737-8761 $ $ TOTAL .................................... $ ~-J~~J . Form RW O2 Rev. 10.13-2006 Copyright (c) 2006 form software only The Lackner Group, Inc. Pa e 2 of 2 9 t~'AI~'~It~[~: )t i~ ~Ilega9 ~~ ti+_ir:~l ^~tES tt~i:; ck,F-y Fay ~hotost~t oi~ 7~lott"i'~ ~;~`~ _ h i.. ~- ~,r~ __ ( cril, ~;Iti:,.. jui, •~ n~ I Ii-~ r._ - 1. ua~. ,,Ij r Sri .i _:~~ r -, _ ~ta~t Jc~,t ~ ~~ I , I Ili-II ~ pis i !} rih • ~ [ j 11_^Lr I ~ ~1 II it. ' I tit `,tl g• •~- - x ~~ ,._ ,~ .,, ';ilj,_~-JAN 3 1 2009 '~ ~~ /v ~~r ~. --, _- __ _ ----t _ r~ c~a r~, ~=, _r~ -.•; " r~~ - ' c ~ - = C7G ::.f , - - ~~ •--- _ _ J ., _-. 7 s /~. ) ' ~- ~ ` ' ~ -.. )`T • - _-j -c7 •• ' oEV t1/2006 RINT IN AANENT CK INK COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS CERTIFICATE OF DEATH (See instructions and examples on reversal t. Name of Decedent (First. middle lass. suNixi 2. Sex 3 Social Security Numner 4 Date of Death !Month, day, year) Jean W. Paules Female 198 - 30 L- 2025 January 30, 2009 5 Age (Lass Birthday) Under ,year Under t day 6 Dale of Binh (Month, day, year) 7. Birthplaw (City and stale or for eign country) Ba. Place of Death (Check only one) 87 Monllu pays rrours Mnorss Hospital Other: Y April 28, 1921 Perry Co., PA s ^ Inpaoent ^ ER / Oulpaoenl ^ DOA ~NUrsing Home [] Residence ^Omer ~ Speclty 9b County of Death 8c Ory. Roro. Tw ol Death u Btl Facility Name (II not institution. g . ive street and number) 9. Was Decetlen! of Hiscanic Ongin7 Nc ^ vas t0 Race A - di B ~ ~ 7 rr~ C'.tmber1d1 K1 Upper H11en 1'1~p• ~ - ` . . mer¢ ~ In an, ieck. While. e \ III yes. Specify Cuban. (Specilyki ~ _ l~' to ~ L~ e Mexican, Puetlo Rlcar, etcl Will I t. Decedent's Usual Occupa'lon Kintl of work done Bunn moll of workln rile Do not state retired t2 Was Decedent aver.n the 13. Decedent's Educebon mry only highest grade completed) 1a. Mental Slctus. MarneQ Never Marneo, 15 S tnnwng Spouso III woe give ^letlen namel Kintl of Wark NI d of Business / Indu U.S. Armed Forces? Secretary Elec~ronlcs ~o. Elementary I Seconerv (0-12J College (1-4 or 5+) Witlowatl, Divorced tSpeciryl ^Yes ®NO 12 iddwe~d I6. is Iy~Y7p~~tI g AdO~er~A!$(reel cil~tyo-wn. stale, zip code; "" Cl~ • Allen "~ Decedent's Actual Residence 17 St Did Decedent Upper Allen PA D I icsburg, PA 17055 a. ale ve na 17c. ~[ Yes. Decedent Lrvetl ~n Townshlp7 _.wp. Cumberland ,7d ^ Nt ,7b Dpun Decedent Lrv d m ry . e w m Actual Limns of Clly, Borc 18. FaJhOer~5 Name~{~O~rrytldele, last. suffix) J IICI W L 19. Mothais Name (First, middle, maiden surname) Nellie Aughe 20a. Intormenfs Name (Type I Print) Warren Willis 20b. Inlormanfs Mailing Address Street city 1 sown, slate zip cafe) 1120 Baldwin St., Mechlanicsburg, PA 17055 21a-ppMe~t77hod of Disposition ^ Cremation ^ Donaton Bunal ^ Removal fr ~ [ l SI ~' 21 b. Dale of Dispasibon Month, tle ( y yearl 21c. Place pt Disposnion (Name of cemetery, crematory or other place) 27tl Location !Cif y t sown, state, np code) C } om a 9 ~, Was Cremation or Donation Authorized ^ No ^ Other - Specify:: by Medical Examiner I Coroner? ^ yes ~ Feb. 3, 2009 E. Harrisburg Cemetery Harrisburg, PA 22a. Sign I Funeral Service n ac s such 22b. License Number 22c. Name and Atltlress of Facility ~~,,ers-Hamer Funweral Home • - 014819 L 1903 Market St. Hill PA 17011 Complete Items 23e~c only when renitying h sklan Is not available et ti f d h t 23a To the best pl my knowledge, e. urred al the lime, date and place slated (Signature and title) 23b. Lcense Number 23c. Date Slgnetl IMonln da ear; p y me o eat o certiry ca a of death ~ , y, y Items 24~2fi must re compleretl by person 24. Time of Death 25. Dale ronouncetl Dead (Month, day, year) 26. Was Case Referred to Medical Examiner! Coroner far a Reason Other Than Cremation or Donation? woo pronounces death. M 1 ^ V25 ^ Na CAUSE OF DEATH (See Instructions and examples) Item 27. Pan I. Enter the cnaln of eveNS -diseases, injuries, or complications -Thal directly caused the death. DO NO7 enter terminal event r Approximate interval. s such as cardiac anesL Pan II. Enter other significant cpntliYOns cool butinp tp death, 28. Did Tobacco Use Contribute lp Death? respiratory arrest, or ventricular fibrillation without showing the elblogy List only one cause on each line. Onset to Death but not resulting in the underlying cause given in Pan I. ^ Yes ^ Probably IMMEDIATE CAUSE (Final disease or condna ld lh , ~No ^ Unknown n resu ngm ee ) ~ a. ~(.~L(~~-I lC[P (7 Y~O ~~VI SL ~~f V~1 ~~j ~~~7 0~{ I C~'1~(/I ~ ~~)L~~~{'~~ ~ ~ I~ xk~ ij t ~ ~ ] VI ~(' ~ ~~~ I i/ ~`~ 29.If Femole Due to (or as a c nsequence o ~ ,^ Nol pregnant within past year Sequa Bally list rgndifans. if any, b leadingg to the cause listed on line a. t ~ n i ~ O. \ I 1 \ 1~r ^ Pregnant at lime of death Enter fhe UNDERLYING CAUSE Due to (or as a consequence of)~ ^ Not pregnant, but pregnant within a2 days (disease or injury that in7iatetl the events resulting in death) LAST. e- of tleal't Due to (or es a consequence ol). tl ~ ^ Nol pregnant, bN pregnan143 days to '~ year before death 30a. Was an Autopsy 30b. Were AVtOp$y Findings 37. Man. 1 Death 32a. Date of Injury (Month, day. year) 32b. Describe How Injury Occurred Pedonnetl? 0.vallable Poor to Comolellpn ^ Unknown d pregnant within the past year 32c. Place of Inryry Home, Farm, Street Factory, of Cause of Death? Natural ^ Homicide OAice Budding, etc (Specrty; ^Ves ~ ^Ves ~ ^ Acmtlenl ^ Pending Investigation 32d-Time pl Injury 32e. Inlury et Work? 32f. If Transportation Injury (SpecityJ 32g. Location of Inlury (Street clry 'town, slate) ^ Suicide ^ Could Nol be Determined ^Ves ^ Ne ^ Driver /Operator ^ Passenger ^Pedestnar M Other- eciry; ^ 338. Cedifier IChetk only Onel 33h -F Signature and TAte of Cenl ter Certifying physidan (Physltian ceni'pnq Cause o'. tleatn wner another physlaan nos pronounced death and tompletetl Item 23) To the best of m knowled e death occu red d t th 5 ~~~ ~ y g , r ue o e cause(s) and manner as stated_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ • Pronounang d certifying phys¢lan (Phvs c an bolrt pronouni ng death and can ryn to ca f d Ih _ _ _ _ _ _ _ _ _ _ _ _ _ _ G - y -L. ~ -" ~ ~_f-~ v g use o e l To the best of y k owledge, death occurred at me time date, and place and due to the cause(s) d manna s slated • Mad tat xam tie lC nor _ _ _ _ ^ ______ 33c.: ense Number / ,~~~~~y/~ ~ ~ ~ 33d. Date Signed (Month. day. year) e 0 the b sis of exam'nation and I or investigation, n my opin n death occurred al the t ma date and place and due to the cause(s) and manner as stated ^ . / ~ (/!/~ 'j ~_ ~L~~Y~„3 L7 J _ 34. Na me a n d Adtlre s5 of P rso e n Who Compl;led Ca use of Death 111e m ^7 Type' P~In! 35. Reg~str ignaWre and q~' ~ ~ 7 ` . l - , ~ x / ` j ff- /J~f~ L7G06'y! ~rTvL ' ~ 36 Dalef led (Mon ,day, year . , J!i / -~/ ' V DisposiUOn Permit No. VJV7L J.J ,n.} d v -;. LAST WILL AND TESTAMENT _ ,~ ,~~ ~, --~, - _. .~ M_ JEAN W. PAULES ,,,,,;'~ -- ,_J„ -~ J I, JEAN W. PAULES, of Upper Allen Township, Cu~erlanaln County, Pennsylvania, make, publish and declare this as and for my Last Will and Testament, hereby revoking all other Wills and Codicils heretofore made by me. FIRST: I give and bequeath the sum of One Thousand and No/100 ($1,000.00) Dollars to the TRIO CHAPTER, ORDER OF EASTERN STAR, of Mechanicsburg, Pennsylvania, to use for general purposes as they deem appropriate. SECOND: I give and bequeath the sum o:f One Thousand and No/100 ($1,000.00) Dollars to the MARGARET 'J. WATERMAN MEMORIAL COURT NO. 105, ORDER OF THE AMARANTH, o:F Mechanicsburg, Pennsylvania, to use for general purposes as the~~ deem appro- priate. THIRD: I give and bequeath the sum of One Thousand and No/100 ($1,000.00) Dollars to the ORDER OF THE W~iITE SHRINE OF JERUSALEM, BETHANY SHRINE NO. 7, of Harrisburg, ]?ennsylvania, to use for general purposes as they deem appropriate. FOURTH: I give and bequeath the sum oi` One Thousand and No/100 ($1,000.00) Dollars to the OZEMB TEMP]~E DAUGHTERS OF THE NILE, of Harrisburg, Pennsylvania, to use fog- general purposes as they deem appropriate. FIFTH: I give and bequeath the sum of Five Thousand and No/100 ($5,000.00) Dollars to the TRINITY UN]:TED METHODIST CHURCH, of New Kingstown, Pennsylvania, to be usead for general church purposes as they deem appropriate. SIXTH: I devise and bequeath all the nest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of` appointment, said property including, but not necessarily beir.~g limited to, _,, - ~j --, the trust created under the Last Will and Testament of L. Blair Paules, my late husband, and any other trust that is maintained by Dauphin Deposit Bank and Trust Company of Harrisburg, Pennsyl- vania, and together with any insurance policies thereon, as follows: v ~~. 3 fa .l % _. (A) One-seventh (1/7) thereof to my niece, BETTY IRENE BIXLER, of Box 119, R.D. #1, Marietta, Pennsylvania. (B) One-seventh (1/7) thereof to my niece, FAYE KETTERING, of 506 E. Park Street, Elizabethtown, Pennsylvania. (C) One-seventh (1/7) thereof to my niece, SHIRLEY WEALAND, of 134 E. Main Street, Mount Joy, Pennsylvania. (D) One-seventh (1/7) thereof to my step-brother, JOHN D. PECK, of 950 Cagney Lane No. 204, Newport Beach, California. (E) One-seventh (1/7) thereof to my niece, PEGGY ROSOL, of 3937 Daryl Drive, Landisville, Pennsylvania. (F) One-seventh (1/7) thereof to my niece, PATRICIA BROADS, of 125 Harter Street, Maytown, Pennsylvania. (G) One-seventh (1/7) thereof to my s1tep-daughter, JANET PAULES WILLISS, of 1120 Baldwin Street, Me~~hanicsburg, Pennsylvania. SEVENTH: Should any of the individual: named in Clause SIXTH hereinabove predecease me, I direct that their share or shares under this, my Last Will and Testament, bE~ divided equally among my surviving residuary beneficiaries as sei: forth in Clause SIXTH. EIGHTH: In addition to all powers granted to them by law and by other provisions of this Will, I give the fiduciaries acting hereunder the following powers, applicable to all proper- ty, exercisable without court approval and effective until actual distribution of all property: (A) To sell at public or private sale, or to lease, for any period of time, any real or personal proX~erty and to give options for sales, exchanges or leases, for such prices and upon such terms (including credit, with or without security) or 2 conditions as are deemed proper. This includes the power to give legally sufficient instruments for transfer of the property and to receive the proceeds of any disposition of it. (B) To partition, subdivide, or improve real estate and to enter into agreements concerning the partition, subdivi- sion, improvement, zoning or management of real estate and to impose or extinguish restrictions on real estate. (C) To compromise any claim or controversy and to abandon any property which is of little or no value. (D) To invest in all forms of property, including stocks, common trust funds and mortgage investment funds, without restriction to investments authorized for Pennsylvania fiduci- aries, as are deemed proper, without regard to a:ny principle of diversification, risk or productivity. (E) To exercise any option, right or privilege granted in insurance policies or in other investments. (F) To exercise any election or privilege given by the Federal and other tax laws, including, but not n~scessarily being limited to, personal income, gift and estate or :inheritance tax laws. R; (G) To make distributions to my herei~z named benefici- aries in cash or in kind or partly in each. (H) To borrow money from themselves or_ others in order to pay debts, taxes, or estate or trust administration expenses, to protect or improve any property held under my will, and for investment purposes. (I) To select a mode of payment under any qualified retirement plan (pension plan, profit sharing plan, employee stock ownership plan, or any other type of quali!°ied plan) to the extent the plan or the law permits them to do so, and to exercise any other rights which they may have under the plan, in whatever manner they consider advisable. NINTH: I direct that all inheritance, estate, trans- fer, succession and death taxes, of any kind whatsoever, which 3 may be payable by reason of my death, whether or' not with respect to property passing under this Will, shall be paid out of the principal of my residuary estate. TENTH: I nominate and appoint WARREN D. WILLISS, of 1120 Baldwin Street, Mechanicsburg, Pennsylvania, and JAMES D. BOGAR, Co-Executors of this, my Last Will and Testament. I direct that my Co-Executors, and their successors, shall not be required to post security or a bond for the performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, this L day of ~{~~-Ql,,,_ ~% ,f ~~4:_.:>-~z.; (SEAL) JEAN' W . PAULES Signed, sealed, published and declared by the above- named Testatrix as and for her Last Will and Tesi~ament in our presence, who, at her request, in her presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses. Address Address /~ y /of C/l7` L~~ 4 OATH OF SUBSCRIBING WITNESS(ES) REGISTER OF WILLS CUMBERLAND COUNTY, PENNSYLVANIA ~~ ~~ ~~5~ Estate of Jean W. Paules C~ ~`-_ ~_~ c~ ~_:~., - m °==~ - ~:~=, ~~ ~-., ~-, ~-„ -,.-._ -~ _.a James D. Bo r~ ~~ '~"1 - i'r1 ~~'- - <_ _-, -r~ cn 00 Deceased (each) a subscribing witness to (Print Name/s) the ~ Will ~ Codicil(s) presented herewith, (each) being duly qualified according to law, depose(s) and say(s) that she / he /they was /were present and saw the above Testator /Testatrix sign the same and that she / he /they signed the same and that she / he /they signed ~~s a witness at the request of the Testator /Testatrix in her /his presence and in the presence of each other. (Signature) (Street Address) (City, State, Zip) Executed in Register's Office Sworn to or affirmed and subscribed before me this of Deputy for Register of Wills day Shiremanstown, PA 17011 (City, Stare, Zip) Executed out of Register's Office Sworn to or affirmed and subscribed before me this ~r/~ f n day - ,. of V a -, c~G~_. r'' ~ ~k Notary Public My Commission Expires: (Signature and Seal of Notary cr other official qualified to administer oaths. Show date of expiration of Notary's Commission.) NOTE: To be taken by Officer authorized to administer oaths. Please have present the original or copy of instrument(s) at time of notarization. Form RW-03 rer. 10.13.06 COMMONWEALTH OF PENNSYLVANIA NOTARIAL SEAL 8E1?i B. LENGEL, NOTARY PUBLIC SHIREMANSTOWN 80R0., CUMBERLAND COUNTY MY COPnMISSION EXPIRES DEC. 12, 2011 (Sign ure) ~ ~ 1 West Main Street.. (Street Address) OATH OF NON-SUBSCRIBING WITNESS(ES) REGISTER OF WILLS CUMBERLAND COUNTY, PENNSYLVANIA Estate of Jean W. Paules ~r]arren D. Williss and Deceased (each) being duly qualified according to law, depose(s) and say(s) that she / he /they was /were well- acquainted with Jean W. Paules and am/are familiar with the handwriting and signature of the decedent, and that the signature of JE;an W. Paules to the foregoing instrument purporting to be the Last Will and Testament/Codicil of Jean W. Paules is in his/her own proper handwriting. ~ ~ ~ "~ ~~ .~ - ~ ~~ (Signal re) i i20 Baidwiii Su`cct (Street Address) Mechanicsburg, PA 17055 (City, State, Zip) Executed in Register's Office Sworn to or affirmed and subscribed ~ ~. before me his / day of ~~h~,P.t c~,G7 , (~'.~ U is (Signature) (Street Address) (City, State, Zip) na C7 c' c~ - L7 `° -o ~t_ c ? r~ c~ ~.. _ro - l' y ~ -•. ~ T~ ~ -, _;~ ~c~ ~ : _ , cn co Form RYI'-04 rev. 10.13.06