HomeMy WebLinkAbout07-09-09PETITION FOR PROBATE AND GRANT OF LETTERS
REGISTER OF WILLS OF Cumberland COUNTY, PENNSYLVANIA
Estate of Marjorie W. Beers File Number ~ ~ ~~ 1 ~~(~~
also known as
Deceased Social Security Number 181-03-6312
Petitioner(s), who is/are 18 years of age or older, apply(ies) for:
(COMPLETE 'A' OR 'B' BELOW:)
A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is /are the eX2CUtrIX named in the
last Will of the Decedent dated 6/7/2005 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
(lfappiicable, enter: c. t. a.; d. b. n. c. t. a.; pendente life; dterante 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 arr~ and heirs:(!f
Administration, c. t. a. or d. b. n.c.tr~_ antor duty of w;ll ,'~ ro~~;,,~ e „~,,..,,, ,.Ma.,.._~_~... ,: _. _~,__ ~ c-- ,
Decedent was domiciled at death in
(List street address, town/city, township, county, state, _ip code)
County, Pennsylvania, with his /her last principal residence at
Decedent, then 90 years of age, died on 6/13/2009 at Golden Living of the West Shore
770 Poplar Church Road Cama Hill PA 17011
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property
Qf not domiciled in PA) Personal property in Pennsylvania
(If not domiciled in PA) Personal property in County
Value of real estate in Pennsylvania
419 Candlewyck Road, Camp Hill, PA 17011
situated as follows:
~ 500 000.00
~ 230 000.00
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:
~ A Signature "typed or printed name and residence
Rebecca B. Lingenfelter 236 Winding Way
Form nw oz rev. tn. i3.o6 Page 1 of 2
(COMPLETE INALL CASES:) Attach additional sheets if necessary.
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 PetiP~~~taoner(s) w al well and truly est of
the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent,
administer the estate according to law.
Sworn to or affirmed and subscribed
before me the / -- day of
~2LZ~
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4 For the Register
File Number
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Deceased
Estate of Mar orie W. Beers
181-03-6312 Date of Death: 6/13/2009
Social Security Numbe
2~'Z~ , in consideration of the foregoing Petition, satisfactory proof
AND NOW, ~ '
resente befor me, IT IS DECREED that LettersTestamenta
having been p
are hereby granted to Rebecca B. Lin enfelter in the above estate
7 ,~ „ -
and that the instrument(s) dated o~
ribed in the Petition be admitted to probate and filed of record as the last Will (an odicil(s)) Decedent.
desc
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FEES Re inter of Wills ~
Letters ....... ,.......1.... _-~--
,~( ~S Attorney Signature: ~
Short Certificate(s) ~•~•~ ••~•• ~ ----- ~
Renunciation(s) ••••~•••~•••~••~ ~ -------- Attorney Name: David H. Stone ES uire
Jt ~> .•.• $ --~~--- Supreme Court LD. No.: 39785 --'----
t~ ~ ~~~• $ ----------- 414 Bridae Street _
Address:
$ ~_ New Cumberland
~~~~ $ ~- PA 17011
• ~ • ~ $ -~- Telephone: 717-774-7435
.......................... $ l~_y -
TOTAL
Page 2 of 2
Signature of Personal Representative ~~,,
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Signature of Personal Representative
Form RW-02 rev. 10.13.06
10~_tt(Ii KI ~ 101/O~.
LOCAL REGISTRAR'S CERTIFICATION OF DEATH
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate. $6.00
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Certification Number
This is to certily~ shat the inlornrtticn here ~**iven )
correctly copied from an original (`ertificate of Dead
duly filed uiti~ (~~e as Local Re Yitrar. The ori~=ins
certificate will he for~carded if> the State Vi±ti
Kecords Office icl~r..p/ermanent fiiing.
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Local Rc,~*ist~~ ~ = ;13~rte Issuec'1
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REV 1lnoos COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS
'PRINT IN CERTIFICATE OF DEATH .-.,~
v1ANENT
CK INK ($C2 IDISZIUCtlOfl6 and BXen1Pl83 Oh yOVByS@~ STATE FILE NUMBER r ~ (~,i~I ~~~~}~ j
4. Date of Death (Month, day, year)
2. Sex 3. Serial Security Number
r
1. Name of Decedent (First, rtxdtlle, last, sulllx)
female 181 - 03 - 6312 June 13, 2009
'
orie W. Beers
Mar
Age (Last Birthday) Under 1 year Under 1 day 6. Date of 81rth (Month, day, year) 7. Bldhplace (City end state or foreign caunlryj 6a. Place of Death (Check only one)
5
Omer
.
.
Monms Days Hours ktinNes Hospital:
February 19,1919 Millersburg, PA ^Inpaaem ^ER loutpatient ^DOA ®Nuramg Hpme ^Residenee ^omer spectry.
90 y,a
of Death 6tl. Facility Name pf not institution, give street and number) 9. Was Decedent of Hispanic Origin? ~] No ^Ves 10. Race American Indian, Black, White, etc.
Boro
Twp
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City
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.
,
.
,
pec
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Bb. County of Death
(If yes, specify Cuban, (
Cumberland E. Pennsboro Twp. Golden Living of the West Shore Mexican,PuenpRipan,ern.) white
Decedent's Usual Occu alion Kind of work done tlurin most of workin Ifte. Do not slate retired 12. Was Decetlent ever in the 13. Decedents Etluralion (Specify only hlghesl gratle completed) 14' WedowledaDworced (8pecilygr Married, 15. Surviving Spouse Ill wife, give maiden name)
11
.
Kind of Work Nind of Business /Industry U.S. Armed Forces? Elementary! Secondary (012) College (1-4 or 5+)
2 Widowed
Homemaker Domestic ^vaa []~Np 12
Decetlenl's Mailing Addreaa (Street, dry I town, state, ziP camel
15 Decedent's Did Decedent Lower Allen
Pennsylvania Live in a 17a ®vaa
Decedent Liven In TwP-
.
419 Candlewyck Road .
Aqual Residence tla, state
r°w"aniD' rid ~ N°
DecadantDvedwimm
Camp Hi 11, PA 17 011 ,
rib. cppmy Cumberland Acwal umaa °, cnv I Bprn
. 16. Father's Name IFirsl, middle, last, suffix) 19. Mother's Name (First, mitldle, maiden surname)
Ella Diebler
Robert P. Wert
20b. Intonnant's Mailing Adtlress (Street, city /town, state, zip cotlel
20a. Inforcnant's Name (Type ! Pnnl) Camp Hill, PA 17011
236 Winding Way
Rebecca B. Lingenfelter ,
ositon j ^Cremation ^ Donatron 2ID. Dale of Disposition (MOnm, dey, year) 21 c. Place of Disposition (Name of cemetery, crematory or omer place) 21 tl. Location ICily /sown, state, zip cotle)
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21 a.
2009 Rolling Green Cemetery Lower Allen Twp. ,PA 17011
® Burial ^ RemovelfromSlate j WasCrematlonorponatlonAuthorized June 17
,
^ Omer ~ Specify j by Medical Examiner I CoroneR ^ Yes ^ No
~ 22a. Signature a ervke Licensee (or person acting as such) 22b. License Number 22c Name and Address of Facility
FS 012 849 L Parthemore FH & CS, Inc., P.O. Box 431, New Cumberland, PA 17070
~
n, tlay, yeerl
occurretl at the time, date and place slated. (Signature and idle) / r>/G? /1m ~!0(~ 4j / ~U 23b. Llcanse Numher 23c. Date Signed (MOnt
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T° the best of my knowledge, dee
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Complete Items 2 on w
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physidan H rrot availab time of death to ~,.,~~.d l 1 ~ f /1 l.el,) J.,~ ~S,t ~ `~Q.~
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certiry cause o
Time of Death 25. Dale Pronouncetl Dead ( onth, dey, year) 26. Was Case Referred to Medical Examiner! Coroner br a Reason Other man Cremation or Donation?
24
.
Items 2446 must be completed by person ~ ~ /~ -, n ~1q ^Ves ~ No
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who pronounces
CAUSE OF DEATH (See instruetlons antl examples) , Approximate interval: Pan II. Enter other s pn fic 1 o d'I Ons c nl'bulin° t° death, 26. Did Tobacco Use Contribute to Death?
^Ves ^ Probably
ing cause given In Pan I
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Item 27. Pan I. Enter the chain of events - diseases, injuries, or complications -that directly caused the death. DO NOT emer terminal events such as cardiac arrest, i Onset to Death
~ No ^ Unknown
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ne.
respiratory arrest, or ventricular fibrillation wimout showing the etiology List ony one cause on eac
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ye., ~ 29. IrI ~Female.
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IMMEDIATE CAUSE ,Final disease or /
,a.,,,
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I~ N01 pregnant wdhtn past year
contlition resulting in death) _; a ~ +~ y ~ 5 f ~ l~`P (J""' z ~ ~ ~ / , v / ` "~' 1'~' i
{~-' v ~ / ^ Pregnant et Ilme o! deem
DueDue to~onsequence ofj~~
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r ^ Not pregnant, bW pregnam wthm 42 days
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Sequentially list conditions, if arty, b. ~ ~ '"~ ^•~ ' ' V ~ ~ ~
leading to the rouse listed on line a.
Enter the UNDERLYING CAUSE Due to (or as a consequence of). _ r of death
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^ N°I pregnant, but pregnant 43 tlays to t year
(disease or injury that initialed me °, ~~ ~ Qn/n 172- !9'~R
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before deem
events resufling m death) LAST. Due to (or as a consequence of). ~
r ^ Unknown i. pregnant within the Dast Vear
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t F~mtlin s
Were Autopsy g
30b 31. Manner of Death 32a. Dale of Injury (Month, day, year) 32b. Describe Haw Injury Occurced 32c. Place of injury Home, Farm, Slreel. Factory.
Office Building, eta (Specilyl
opsy
u
30a. Was an
Pedormed? .
Available Prior to Completion Ivf.~atural ^ Homicide
^^~~++'~t
of Cause of Death?
^ Accitlent ^ Pentling Investigation
32d. Time of Injury p
32e. Injury al Work
321. II Transportation Injury (Specy) 32 . Location of In Street qt /town, state)
9 Nry I Y
^ Ves ~ No ^ Yes ^ No ^ Yes ^ No ^ Driver I Operator ^ Passenger ^Pedestnan
^ Suicide ^ Could Not be Delertnined M. ^ Other ~ Specity:
33b. Signature a Ti Ceniller
33a. Certifier (cheU only one) /,~.~
• Cerlitying physician (Physician certifying cause of deem when anomer physician has pronounced death and completed Item 23j ^ ~ /~~
To the best of my knowledge, death occurred tlue to the cause(s) antl manner as slated_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
Ibr
sician both pronoundng death and certifying to rouse of death)
sician (Ph
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and due to the cause(s) and manner es staled_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ .~Y
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7o the best of my knawkdge, death occurred at the ~
d O~ ~l e~ ! /
• Medical Examiner I Coroner
On the basis of examinetion antl / or invesltgation, in my opinion, d°ath occurred at the time, dale, and place, end due to the cause(s) and manner as staled_ 3 e and Adtlress of Peg{Dn Wf~Compleled Caus~dl~ Dealn L(lent 27) Type I Print
35. Regi r' Si nature and ~_ ) I / I l I / I~ I
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` 35. Dale Fled (Month, day, ys~,
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ep\wills\BEERS,MARJORIE
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LAST WILL AND TESTAMENT ^;~ ~" _
OF _ _~~ c
lu1p,RJORIE W . BEERS ' `~.`~ ~
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I, MARJORIE W. BEERS, of Lower Allen Township, Cumlr~and ~ount:y,__
Pennsylvania, declare this to be my last will and revoke any will
previously made by me.
ITEM I: I direct that my Executor hereinafter named shall pay
all my just debts and funeral expenses as soon as conveniently may be
done after my decease from the residue of my estate.
ITEM II: I bequeath the sum of $100,000.00 to the Trustee
hereinafter named, IN TRUST, for my son, JOSEPH C. BEERS, to hold,
manage, invest and reinvest the share so received, and the accumula-
tic>n of income thereon. The Trustee shall distribute so much of the
income and the principal of the trust as the Trustee shall in its sole
and absolute discretion deem advisable for the support of my son,
JOSEPH C. BEERS, after taking into account all other available
resources and sources of income inr_.luding entitlement to government
benefits such as Supplemental Security Income, Medical Assistance,
General Assistance, AFDC, Food Stamps, Mental Health/Mental
Retardation Services, Children and Youth Services, Vocational
Rehabilitation Services, Attendant Care, or any other type of govern-
ment benefit or services; and also including income or principal
Page 1 of 5
available for my son from the Marjorie W. Beers Trust. It is my
intent that this trust shall supplement and not supplant otherwise
available government benefits. Upon the death of my son, JOSEPH C.
BEERS, the then remaining principal and accumulated income shall be
distributed to my daughter, REBECCA B. LINGENFELTER, provided that she
is then living. If my daughter, REBECCA B. LINGENFELTER, is not
living upon my death, then the remaining principal and any accumulated
income shall be distributed to my granddaughters, AMANDA LINGENFELTER
and MEREDITH LINGENFELTER as set forth herein. It is my intent that,
to the extent possible, MEREDITH LINGENFELTER'S share shall be
increased to offset any monies my granddaughter, AMANDA LINGENFELTER,
is to receive from the Marjorie W. Beers Trust. My intention is that
AMANDA LINGENFELTER and MEREDITH LINGENFELTER are to receive, to the
extent possible, equal amounts from this TRUST and from the Marjorie
W. Beers Trust.
ITEM III: I devise and bequeath all the rest, residue and
remainder of my estate of every nature and wherever situate to my
daughter, REBECCA B. LINGENFELTER, or to =per iss>>e, per stripes.
ITEM IV: I appoint my Executrix and her successors guardian of
any property which passes, either under this will or otherwise, to a
minor and with respect to which I am authorized to appoint a guardian
and have not otherwise specifically done so, provided that this ap-
pointment of a guardian shall not supersede the right of any fiduciary
Page 2 of 5
in its discretion to distribute a share where possible to the minor or
to another for the minor's benefit. Such guardian shall have the
power to use principal as well as income from time to time for the
minor's support and education (including college education, both
graduate and undergraduate) without regard to his or her parent's
ability to provide for such support and education, or to make payment
fcr these purposes, without further responsibility, to the minor or to
the minor's parent or to any person taking care of the minor.
ITEM V: I appoint my daughter, REBECCA B. LINGENFELTER,
Trustee of any trust created under this my Last Will and Testament. I
direct that my daughter, REBECCA B. LINGENFELTER, shall have the right
to appoint a successor Trustee in her sole and absolute discretion.
ITEM VI: I appoint my daughter, REBECCA B. LINGENFELTER,
Executrix of this my last will.
ITEM VII: No fiduciary acting hereunder shall be required to
post bond or enter security for the faithful performance of his/her
duties in any jurisdiction.
IN WITNESS WHEREOF, I, MAP.JCRIE W. BEERS, have hereunto set my
hand and seal this ~ day of -~ 1'1~ _, 2005.
9 ,,
ARJORIE W. BEERS
Page 3 of 5
SIGNED, SEALED, PUBLISHED and DECLARED by MARJORIE W. BEERS, the
Testatrix above named, as and for her Last Will and Testament, and in
the presence of us who at her request, in her presence and in the
pre e of ea h her, have subscribed our names as witnesses.
~~ ~. ~
Wi ~~ss~.-r' Address
,, .____ .
~_' _.
~~ ~
Witness Address
COMMONWEALTH OF PENNSYLVANIA:
. SS.
COUNTY OF CUMBERLAND
I, MARJORIE W. BEERS, the Testatrix 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 this instru-
ment as my last will; that I signed it willingly and that I signed it
as my free and voluntary act for the purposes therein contained.
M JORIE W. BEERS
Sworn to or affirmed to and acknowledged before me by MARJORIE W.
BEERS the Testatrix, this
,n
~~
COMMONWEALTH OF PENNSYLVANIA
NOTARIAL SEAL
DANIEL M. HARTMAN, Notary Public
New Cumberland Boro., Cumberland Co.
My Commission Expires Jan. 21, 2009
COMMONWEALTH OF PENNSYLVANIA
. SS.
COUNTY OF CUMBERLAND
i
..~~1~ r~ 1`i~`~ and ~~L.... ~ ~ 1~
We,
the witnesses whose names are signed to the attached or foregoing
instrument, being duly qualified according to law, depose and say that
we were present and saw Testatrix sign and execute the instrument as
her last will; that Testatrix signed willingly and that she executed
it as her free and voluntary act for the purposes therein expressed;
that each of us in the hearing and sight of the Testatrix signed the
will as witnesses; that to the best of our knowledge, the Testatrix
was at that time eighteen or more years of age, of sound mind and
under no constraint or undue influence.
,1
,`~/- ..
Vii t e
.,-~
Witness
Sworn to or affirmed to and ackn hedged before me by
~~' Y~ ~ .JJ`:r,.~. a and ~~~ - ~~~~~
witnesses, this ~-_ day of
COMMONWEALTH OF PENNSYLVANIA
NOTARIAL SEAL
DANIEL M. HARTMAN, Notary Public
New Cumberland Boro., Cumberland Co.
My Commission Expires Jan. 21, 2009
Page 5 of 5