HomeMy WebLinkAbout06-05-09PETITION FOR PROBATE AND GRANT OF LETTERS
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
Estate of MeN Ann Stoner File Number _-_ l x ~ -~ / " ~~
also known as
MdN Ann Stoner ,Deceased Social Security Number 171-30-7057
Tina L Lebo
Petitioner(s), who is/are I S years of age or older, apply(ies) for:
(COMPLETE 'A' OR 'B' BELOW.)
^X A. Probate and Grant of Letters TesMmentary and aver that Petitioner(s) is /are [he EXBCUtrIX named in [he
last Will of the Decedent dated 7/1 /2005 and codicil(s) dated
(State relevant circumstonces, e.g., renunciation, death ojezecutor, etc.)
Except as follows, Decedent did not marry, was not divorced, and did not have a child bom or adopted after
for probate, was no[ the victim of a killing and was never adjudicated an incapacitated person:
B. Grant of Letters of Administration
(Ifapp[icable, enter: c.t.a.; d.b.n.c.t.a.; pendente life; durance absentia;
Petitioner(s) after a proper search has /have ascertained that Decedent left no Will and was survived by the following spa
Administration, c.t.a. or d.b.n.c.t.a., enter date ojWilJ in Section A above and complete list ojheirs.) b
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(if any)~d heivst(/fr-r'~
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Decedent was domiciled at death in Currtberland County, Pennsylvania, with his /her last principal residence at
street address, town/city, lownshtp, county, state, zip code)
Decedent, then 71 yeazs of age, died on 5/24/2009 at Lovaiton of Creekview
X00 Crandon Wav Mechaniccn~~rn PA 17055
Decedem at death owned property with estimated values as follows
(If domiciled in PA) All personal property $ 3.000 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 $
situated as follows:
Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Pefi6on and the grant of Letters in the appropriate form to
the undersigned:
L SignaNre Typed or printed name and residence
'-'~ ~ ~) t Tina L Lebo
Form ttW-oz rev. /0.!3.06 Page 1 of t
(COMPLETE WALL CASES:J Attach additional sheets if necessary.
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 representative(s) of the Decedent, Petitioner(s) will well and truly
administer the estate according to law.
n
Sworn to or affumed an ubscribed ~~l ty, ~e~~
Signature gfPersonal Representative
before me the day of
Signature gfPersonal Representative
Register Signature gf Personal Representative
File Number:
L Lebo n ti
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ti T7 t
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Estate of Marv Ann Stoner ,Deceased
Social Security Number:171-30-7057 Date of Death: 5/24/2009
AND NOW,~I_U_n_~ ~ , 2009 , in consideration of the foregoing Petition, satisfactory proof
having been presented before me, IT IS DECREED that Letters~tamentarv
are hereby granted to Tina L Lebo
in the above estate
and that the instrument(s) dated I 2
described in the Petition be admitted to probate and filed of record a last W 7l (and C icil(s)) of De
FEES
Letters ............................. $ 30.00 Register of itt
Short Certificate(s) :,1. $ 16.00 Attomey Signature:
Renunciation(s) •••••........... $ -
1Nill ,,,, $ 15.00 Attomey Name: dan L Brown
Automation Fee _. $ 5.00 Supreme Court I.D. No.: 67993
JCP Fee ,,,, $ 10.00
.... $ Address: 845 Sir Thomas Court S~~aa 12
.... $
$ Harrisburg
•••• $ P_A 171 9
.... $
$ Telephone: 717-541-5550
TOTAL ............................. $ 76.00
Form RW-02 rev. 10./3.06 Page 2 of 2
OCAL REGISTRAR'S CERTIFICATION OF DEATH ~ 9 ~~J
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $6.00
P 15189786
Certification Number
~Y ~,~
/ PgIM IH
EUIIEM
ILK INK
This is to certify that [he information here given is
correctly copied from an original Certificate of Death
duly filed with me as Local Registrar. The original
certificate will be forwarded to the State Vital
~~R77ecords Office for permanent filing.
Gl~i2~ /a ¢Q.~/~4e... MAY 1 ~ ~nno
LocaLRegistrar Date Issued
COMMONWEALTH OF PENNSYLVANiq . DEPARTMENT OF HEALTH . YRAL RECORDS
CERTIFlCATE OF DEATH
(SSe Inetruetlora eM examplN on reveres)
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LAST WILL AND TESTAMENT
OF
MARY ANN STONER
aq ~~
I, MARY ANN STONER, of York County,l?ennsylvania, declare this to be my Last Will
and Testament. I revoke all other Wills and Codicils that I may have previously made.
Article I
My just debts and expenses of my last illness, funeral, and administration of my estate shall
be paid by my Executor from the principal of my residuary estate as soon as practicable after my
death.
Article II
All inheritance, estate, and succession taxes (including interest and penalties thereon, but not
including any generation skipping tax) payable by reason of my death shall be paid out of and be
charged generally against the principal of my residuary estate without reimbursement from any
person. This provision is not a waiver of any right which my Executor has to claim reimbursement
for any such taxes which become payable as the result of any property over which I have the power
of appointment.
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Article III
I give, devise and bequeath in accordance with any memorandum which I have either
handwritten or signed, located with my Will or with my valuable papers and found within 30 days of
the probate of my Will. Gifts may only be to persons who survive me or to organizations which exist
at my death, and if there is a conflict, the memorandum having the latest date shall govern.
Article N
I give, devise and bequeath FIFTEEN PERCENT (15%) of my estate IN EQUAL SHARES
to my biological grandchildren. By way of explanation, step-grandchildren and adopted
grandchildren shall not be included in this group. If one of my biological grandchildren predeceases
me or fails to survive me by thirty (30) days, I give, devise and bequeath the share he/she would have
received to my remaining biological grandchildren who survive me by thirty (30) days, PER
CAPITA, NOT PER STIRPES.
Article V
All the rest, residue and remainder of my estate, of whatsoever nature and wheresoever
situate, I give, devise and bequeath IN EQUAL SHARES to my son, F:URT B. STONER, of
Lancaster County, Pennsylvania, to my daughter, TINA L. LEBO, of Cumberland County,
Pennsylvania, and to my son, CRAIG A. STONER, of Louisville, Colorado.
If any of my children predecease me or fail to survive me by thirty (30) days, I give, devise
and bequeath his or her share to his or her biological issue who survive me, per stirpes, or ifhe or she
has no issue, the share(s) are to be added equally to the other shares. By way of explanation, no
portion of my estate shall be given to any stepchildren or adopted children of my children.
-2-
Article VI
If a beneficiary under this Will has not attained the age oftwenty-one (21) years, the shaze of
the beneficiary shall be placed in a sepazate trust, for the benefit of that beneficiary according to the
terms in Article VII.
Article VII
In the event that a Trust is created by or as a result of any part of this Will, the terms and
conditions of the Trust shall be as follows:
A. To expend and apply so much of the net income and so much of the principal of the
Trust as the Trustee shall consider advisable for the support, health, care and education (including
college, trade school, or other similar training or education) of the child until the child attains the age
of twenty-one (21) years.
B. Upon attaining the age oftwenty-one (21), the remaining principal and accumulated
income of the child's share shall be distributed outright to the child.
C. No beneficiary or remainderman of this Trust shall have any right to alienate,
encumber, or hypothecate his or her interest in the principal or income of the Trust in any manner,
nor shall any interest be subject to claims of his or her creditors or liable to attachment, execution, or
other processes of law.
Article VIII
I hereby appoint my daughter, TINA L. LEBO, as Trustee of any Trust(s) created in this
Will. In the event of the renunciation, death, resignation, or inability to act, for any reason
whatsoever of TINA L. LEBO, I nominate and appoint my son, CRAIG A. STONER, as Successor
Trustee of any Trust(s) created in this Will.
-3-
Article IX
In order to carry out the purposes of the Trust(s) established by this Will, the Trustee, in
addition to all other powers granted by this Will or by law, shall have the following powers over the
Trust estate, subject to any limitations specified elsewhere in this Will:
(a) to retain in the form received and/or to sell either at public or private sale, any real
estate or personal property except that which I specifically bequeath herein,
(b) to manage real estate,
(c) to invest and reinvest in all forms of property without being confined to legal
investments, and without regard to the principal of diversification,
(d) to exercise any option or right arising from the ownership of investments,
(e) to compromise claims without court approval and without consent of any beneficiary,
(f) to file fiduciary/income tax returns and pay the tax due for any yeaz for which such a
return is required,
(g) to make distributions in cash or in kind, or in both, and to determine the value of any
such property,
(h) to employ any attorney, investment advisor, or other agent deemed necessary by my
Executor; and to pay from my estate reasonable compensation for all their services,
(i) to conduct along with or with other;, any business in which I am engaged in or have
an interest in at the time of my death, and
(j) to receive reasonable compensation in accordance with their standard schedule of fees
in effect while their services are performed.
-4-
Article X
I nominate, constitute, and appoint my daughter, TINA L. LEBO, Executrix ofmy Last Will
and Testament. ffi the event of the renunciation, death, or inability to act, for any reason whatsoever
of my Executrix, I nominate, constitute and appoint my son, CRAIG A. STONER, successor
Executor of my Last Will and Testament. I direct that my Executrix or successor Executor be
permitted to serve without bond and in addition to those powers granted by law, I grant them power
to distribute in cash or in kind in like or in unlike shares and to file any qualified disclaimer I could
have filed if living. My Executrix and successor Executor shall receive reasonable compensation for
services rendered to my estate.
Article XI
In addition to the powers conferred by law, I authorize my Executrix and successor Executor,
in his/her absolute discretion:
(a) to retain in the form received and to sell either at public or private sale, any real estate
or personal property except that which I specifically bequeath herein,
(b) to manage real estate,
(c) to invest and reinvest in all forms of property without being confined to legal
investments, and without regard to the principal of diversification,
(d) to exercise any option or right arising from the ownership of investments,
(e) to compromise claims without court approval and without consent of any beneficiary,
(f) to file any federal income tax return for any yeaz for which I have not filed such return
prior to my death,
-s-
(g) to make distributions in cash or in kind, or in both, and to determine the value of any
such property,
(h) to employ any attorney, investment advisor, or other agent deemed necessary by my
Executor; and to pay from my estate reasonable compensation for all their services,
(i) to conduct alone or with others, any business in which I am engaged in, or have an
interest in at time of my death, and
(j) to receive reasonable compensation in accordance with their standard schedule of fees
in effect while their services are perfonned.
IN WITNESS WHEREOF, I, MARY ANN STONER, hereby set my hand to this my Last
Will and Testament, on ,~ 2005.
In our presence, the above-named MARY ANN STONER signed this and declared this to be
her Last Will and Testament, and now at her request, in her presence, and in the presence of each
other, we sign as witnesses.
Name
~A~n~1/Q ~ ~'~.,s~
Address
845 Sir Thomas Court Suite 12 Hazrisbw¢ PA 17109
845 Sir Thorns Court Suite 12 HaaisbL PA 17109
-6-
I, MARY ANN STONER, Testatrix, who signed the foregoing instrument, having been duly
qualified according to law, acknowledge that I signed and executed this instrument as my Will, and
that I signed it willingly as my free and voluntary act for the purposes therein expressed.
Swom to or affirmed and
acknowledged before me by
MARY STONER, the Testatrix,
on - ~ 2005.
ota Public
1011EN~ ~~~110
~~ oaixes oEC. a tsw
MA Y AD N STONER
We, the undersigned witnesses who signed the foregoing instrument, being duly qualified
according to law, depose and say that we were present and saw the Testatrix sign and execute this
instrument as her Will; that she signed and executed it willingly as her free and voluntary act for the
purposes therein expressed; that each of us in her sight and hearing signed the Will as witnesses, and
that to the best of our knowledge, that she was at that time eighteen (18) years or more of age, of
sound mind, and under no constraint or undue influence.
Swom to or affirmed and
subscribed to before me
by Jua ~~lt !~ C1~,-~
and [1 i. I n 1~ L. a ~ e
witnesses, on _ 7 -1 2005.
otary blic
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~ DMMINN ~IlNlli
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