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HomeMy WebLinkAbout03-23-09PETITION FOR PROBATE AND GRANT OF LETTERS REGISTER OF WII,LS OF CUMBERLAND COUNTY, PENNSYLVANIA Estate of DIX1E LEE IvfACHAMER also (mown Petitioner(s), who is/are 18 years of age or older, apply(ies) for: (COMPLETE A' or B' BELOW.) ® A. Probate and Grent of Letters Testamentary and aver that Petitioner(s) is /are last Will of the Decedent dated December 9, 2008 and codicil(s) dated ~ t- ~ "r' - ' , r=n ~:. ~ - ~ _ i" N Executrix -, aaat~,in the ='" ~ ~ ~ ,, (SYme relevant circumstances, e.g., remnriadon, demh of executor, etc.) Except as follows, Decedent did not marry, was not divorced, aad did not have a child bom 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: 1`1'4 ® B. Grant of Letters of Administation (/fapplica6le, enter c.t.a.; db.rtc.t.q; pendente lire; durance absentiq~ durance minoritareJ Petitioner(s) after a proper seazch has /have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: (/f Administration, c.t.a. or d.b.n.c.t.a., enter dare ofWi11 in SecdonAabove and complete list of heirs.) Decedent was domiciled at death in Cumberland ComtTy, Pennsylvania with his /her last principal residence at 213 Qrmberland Drive Camo Hill Lower Allen Townshia Cumberland County Pennsvlvania 17011 (List street address, towWcity, township, county, sane, ap code) Decedent, then 67 years of age, died om February 14, 2009 at Holy Spirit Hospital, East Pennsboro Township, Cumberland County Penn lvatria Decedent at death owned property with estimated values as follows: (lf domiciled in PA) All personal property $ 3,000.00 (lf not domiciled in PA) Personal property in Pennsylvania $ (]f not domiciled in PA) Personal property in County $ Value of real estate in Pennsylvania $ situated as Wherefdre, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Pedtioa and the grant of Leiters in the appropriate form to the undersigned: File Number ti ~ 'd Q09 ~~" Deceased Social Security Number (COMPLETE WALL CASES:) Attach addilional sheets ijnecessary. Form RW-01 rev. 10./3.06 Page 1 (>f Z Oath of Personal Representative COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF The Petitioner(s) above-named swear(s) or affum(s) that the statements in the foregoing Petifion are true and coned to the best of the Imowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and trnly administer the estate according to law. Sworn to or affirmed and spbscribed before me the ~~ day of SYgnm~ve ajPenromJRepresemame the SYgnatwe ojPersonal Representmrve File Number:( I - nL.'-'~-' r pL,' / xs D Estate of DDS LEE MACHAMER ~ ,Deceased Social Security Number: 161- 3 2 - 4 914 Date of Death: February 14, 2009 AND NOW, ~~~~~~ . Q'C~~( in having been presented be or e, IT IS DECREEDT{hat Letters ~ are hereby granted to ~ 0,~ fJ7n /'~/1//l4A - p r of the foregoing Petition, satisfactory proof t ~~ ~ ~ -- R7 -i ri ~ . ~~ C..) `i ~~:, c and that the instrument(s) dated ~~(ID('D irClaF/ 7' ~/•YJ [1 described in the Pefition be admitted to probate and filed of record aslt~e~ last Wi(I (and FEES ~,~~) Letters ............... $~\L" ~.. Short Certificates ~~ Z~ (>........ $ b~ Renunciation(s) I.... $ ~ F .. $ .. $ (Q [~ .. $ J C¢J .. $ .. $ .. $ .. $ ... $_~ ... $ TOTAL .............. $ J'."° in the above estate Attorney Signatmre: Attorney Name: Supreme Court I.D. No.: Address: Telephone: FormRW-01 rev. 10.73.06 Page 2 of'2 ~~a~~ LOCAL REGISTRAR'S CERTIFICATION OF DEATH WARNING: It is illegal to duplicate this copy by photostat or photograph. ~ Fcc. for This cer(i ficai c, `6110 P 1519.75.0 Certification Ntnnber N E `ar n This is to ccnifv Ihm the infimnation here given is correctly copied Iron Dn original Cerrificuie o(Death duly tiled with me ax Local Registrar. The original certificate will be forwarded to the State ViWI Records Olfice for perm:men( thine. i ~ n~ Local Registrar Dafe Issued COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS CERTIFICATE OF DEATH Icae Inc....nu...... _ ~s ~ <c~ C Q `~ .,~ °~^ ."v I n i _ ~ i n `> N (..) - _ C- J \'~ F ~ - -____~ ...~.~. ~~, $iATE FILE NUMBER-1 \._~ - Nn, or ox<aam rF.ar m,rJm a Dixie L. Machamer zsa, r,<.m seor.nly N„moa ,.,~ m,nwnm. yY,axu Aga„ae xr~ uwtrr,x u..~e:l a. mr<sPm Man n. Female 161 2 - 'uv. reeve >e:rm [a er amgn ~, ae. Pmaa Cann amAaav am 67 .,.. ,„, 3/22/1941 Jx ~_°.R N.aPe cu.er York, PA m ^ona ^vwa:q NOmx ^Pe:a<=a ^cr"a-yxo 3o C:u;yu Caan } ~rve ^FP'O .six rv ~..3 r P ' 0 df FamI.H Na na Il ml ns . a 9rea ee ,v numLtr 9 W D-' ar niya. Ongm' No ^ rx r0 riwe imxrYan wan 9b[t. WNr<:K Ctiunberland E Pennsboro rly o -naJe c. ,m Holy S irit Hos ital °w P<^ White , e«... a ~- e ,wl wta p<[.cen ...~ n .. a p.acxn s Eaka ~ >ex[. l .YOm +Br.ants,. ;Wyry uS A;mxa f. [Hr Y' ~ 1 lllarn.,iy '..I Mar<a. Sc+r ungpou.e In e. yremaa¢n nam<i " e<mea a:v s.wnarv o- e cn„~ +ors.l w~,.m CwKea lsc~ln a R u ^ra, f~NJ 1 'd a3 rs paJ.A~r ~Mam eaa,xss lw <u~w 'm :. xe[-.aa ptt.J.nr: pa Ca[xJ.m LL Cumberland Dr. awal P.araM,[a I>a s.l. Pennsylvania zi,. m, '(amp Hill, PA 17011 rm.nm~p+ °epYx.. ce[b„I ~,,,m Lnwer Allen rxP. nn tang Cumberland va ^ rm oxeaem i„ea mmn re Fm.ar; N.m.,E,ar...,mx v. ,.n., +mwr ~aml[ d ca: mn D^1'_-~ ,9. 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Pmr > ~ ~- // ~ 6i/ N ~2~ T r° ° S tt7~( r r, / Wiz" blur ~,:,.,,.rKr. Par., rrn c ~.~i~ r ~ b~ ~~7~t' LAST WILL AND TESTAMENT c~ ~, ~_~ ~> .a OF ' F? :r ;, ~ DIXIE LEE MACHAMER ~ ~~ n> ." c,.~ ~~ =: ~„ i,- ,~,. I, DIXIE LEE MACHAMER, of Camp Hill, Cumberl~d'Cour~-y,. Pennsylvania, make, publish and declare this as and for my Lam Will and Testament, hereby revoking all other Wills and Codicils heretofore i~,ade by me. FIRST: I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, in equal shares, to my children, DAVID M. MACHAMER, KIM M. MACHAMER, DONNA L. FISHER and TERESA MACHAMER-GEARY, provided that should any of my chil- dren predecease me, I give and bequeath such child's share unto ~~ his or her issue per stirpes by representation, and if there be a ~~ failure of same, then I give and bequeath such deceased child's share to my surviving children as provided herein. SECOND: Should any of my grandchildren not have attained the age of twenty-one (21) years at the time for d_'.s- ~~ tribution to him or her, I give, devise and bequeath the share of each such grandchild to my hereinafter named Trustee or Trustees, IN SEPARATE TRUSTS, to hold, manage, invest and reinvest the shares so received, and to use and apply from time to time such portion of income and principal for the said grandchild's education (including college, trade school or other similar training or education), as my Trustee or Trustees, in their sole discretion, deem advisable. Any income or principal not so applied shall be dis- tributed to each grandchild when he or she attains the age of twenty-one (21) years. In the event any of my grandchildren die prior to the termination of this Trust established herein for their benefit, the interest of said grandchild in said Trust shall cease with any income and principal being divided evenly between or among my other grandchildren or the separate trusts established hereunder for their benefit and, in the absence of any brothers or sisters, to my other grandchildren in equal shares. v THIRD: In addition to all powers granted to them by law and by other provisions of this Will, I give the fiduciaries acting hereunder the folio*e~ing powers, applicable *_o 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 property and to give options for sales, exchanges or leases, for such prices and upon such terms (including credit, with or without security) or 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 ary 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 any principle of diversification, risk or productivity. (E) To exercise any option, right or privilege granted in insurance policies or in other investments. 2 (F) To exercise any election or privilege given by the Federal and other tax laws, including, but not necessarily being limited to, personal income, gift and estate or inheritance tax laws. (G) To make distributions to my herein 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 qualified plan) to the extent the plan or the law permits them to do so, and to exercise ny other rights which they may have under the plan, in whatever manner they consider advisable. FOURTH: I nominate and appoint my daughter, TERESA MACHAMER-GEARY, as Trustee of the hereinabove described trusts. In the event of the death, resignation or inability to serve for any reason whatsoever of the said TERESA MACHAMER-GEARY, I nominate and appoint my daughter, DONNA L. FISHER, as Trustee of the hereinabove described trusts. I direct that my Trustee shall serve without bond and shall receive fair and reasonable compensation. FIFTH: I direct that all inheritance, estate, trans- fer, succession and death taxes, of any kind whatsoever, which 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. SIXTH: All interests hereunder, whether principal or income, which are undistributed and in the possession of the fiduciaries acting hereunder, even though vested or distribut- 3 able, shall not be subject to attachment, execution or sequestra- tion for any debt, contract, obligation or liability of any beneficiary, and furthermore, shall not be subject to pledge, assignment, conveyance or anticipation. SEVENTH: I nominate and appoint my daughter, TERESA MACHAMER-GEARY, Executrix of this, my Last Will and Testament. In the event of the death, resignation or inability to serve for any reason whatsoever of the said TERESA MACHAMER-GEARY, I nominate and appoint my daughter, DONNA L. FISHER, Executrix of this, my Last Will and Testament. I direct that my Executrix or Executrices, Trustee or Trustees, as the case may be, 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 q ~ day of L1~!, 2008. / 1 ^ (SEAL) DIXIE LEE MACRAME Signed, sealed, published and declared by the above- named Testatrix as and for her Last Will and Testament in our presence, who, a*_ her request, in her presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses. Address Address 4 ~c~ .~~~' OATH OF SUBSCRIBING WITNESS(ES) "o '~ L REGISTER OF WILLS ~ n~ ~`' CUMBERLAND COUNTY, PENNSYLVANIA ~ - ~= is s>. S1 -' .. , r- Estate of DIXIE LEE MACHAMER ,Deceased James D. Bogaz and Diane M. Montgomery (each) a subscribing witness to (Print Name/sJ 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 as a witness at the request of the Testator /Testatrix in her /his presence and in the presence of each other. ~L.. (Sign meJ 1 West Main Street (StreerAddressJ Shiremanstown, PA 17011 (Clry, State, ZiPJ Executed in Register's Office Swom to or affirmed and subscribed before me this day of , Deputy for Register of Wills v- (StgrmNre) 1 West Main Street (SmeetAddressJ Shiremanstown, PA 17011 (City, Slate, ZipJ Executed out of Register's Office Sworn to or affirmed andLsubscribed before me this / 7T ~ day of mQYLI'I 00~ . Notary Public ` (~ My Commission Expires: (SignaNre and Seal of Notary or 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 rev./0.13.06 COMMDNWEAITN OF PENNSYLVANIA NOTARIAL SEAE BETH 8. tENGEI, NOTARf PUBLIC SNIREMANSTOWN BORO., CUMBERLAND COUNTY MY COMMISSION IXPIRES DEC. 12. 2011