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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~ L~-. ~(.' ---- 4 For the Register File Number \_~ Yl ,~ ~ _: ~3~ .- `' .' } E,+J , 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 ;~~-- ~,r,~'~ ~ ~ ~-' , c 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 ~~,, ._~~ ~ S _} ~7 f-" 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. $6.00 !~ - `~ r ,;i ~ A ~ Certification Number This is to certily~ shat the inlornrtticn here ~**iven ) correctly copied from an original (`ertificate of Dead duly filed uiti~ (~~e as Local Re Yitrar. The ori~=ins certificate will he for~carded if> the State Vi±ti Kecords Office icl~r..p/ermanent fiiing. U r Local Rc,~*ist~~ ~ = ;13~rte Issuec'1 -~_ ~ r-- -~ ~ ~ ~: , 1 X ~_ .t - ? ,:~ ~ - . ~~ ~~ ~ ? --~ REV 1lnoos COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS 'PRINT IN CERTIFICATE OF DEATH .-.,~ v1ANENT CK INK ($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 & City S it . , . , pec yl 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) f Di M h d sp et o o 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 m T° the best of my knowledge, dee 23a in hen certif P' . y g Complete Items 2 on w n / j y' '~ ~ ~ A ~~ ~ ~ d L~ ~t physidan H rrot availab time of death to ~,.,~~.d l 1 ~ f /1 l.el,) J.,~ ~S,t ~ `~Q.~ ~/V~~') N- 7f'J(- V f death l ~k . . . 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 / ow v M ~ / ~~ n th tl . , . ~ ea 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 in me untled ltin t t b . y resu g no u 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 h li ne. respiratory arrest, or ventricular fibrillation wimout showing the etiology List ony one cause on eac A ye., ~ 29. IrI ~Female. {/ //~ IMMEDIATE CAUSE ,Final disease or / ,a.,,, ~~ z ~ ~ ~ ~ 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~~ ~ ~ .,, • U f ~,s I r ^ Not pregnant, bW pregnam wthm 42 days / L ~ 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 ~ ~W ~ Ns ~ 0 ^ N°I pregnant, but pregnant 43 tlays to t year (disease or injury that initialed me °, ~~ ~ Qn/n 172- !9'~R ~- before deem events resufling m death) LAST. Due to (or as a consequence of). ~ r ^ Unknown i. pregnant within the Dast Vear tl. A 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 h ni i d 33c. License Number 33tl. Date Signed ( onlh der earl { ~ ~ _ y y ng p ty ce • Pronouncing an and due to the cause(s) and manner es staled_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ .~Y lace and d te ti C ~ ~ ) ( / G 6, ~U S , p me, a , 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 mil' X i ` 35. Dale Fled (Month, day, ys~, C~/s" ~~D ~ ~~ ~ /~ ~^ / e~ /'~ (~-yO ~jO / ~ l/~c-i /. /PLC / / / _ ~ _ G ~~ll6 ~-~-_ . ---~ ep\wills\BEERS,MARJORIE ••_] (_ ) r~.> LAST WILL AND TESTAMENT ^;~ ~" _ OF _ _~~ c lu1p,RJORIE W . BEERS ' `~.`~ ~ -' ,, -.~ _. ;. .,_~ ~. " _ci _ 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