HomeMy WebLinkAbout07-23-09PETITION FOR PROBATE AND GRANT OF LETTERS
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
Estate of M/~Rt(lEE MERRII l File Number ~ / t % t - (J ~ U
~~ ~p~ ~ MARIf]FF P MFRRILL
,Deceased Social Security Number 164383602
Petitioner(s), who is/aze 18 years of age or older, apply(ies) for:
(COMPLETE 'A' OR 'B' BELOW:)
Q A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is / aze the Executrix named in the
last Will of the Decedent dated 912 711 9 9 5 and codicil(s) dated none
(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 ltilling and was never adjudicated an incapacitated person:
B. Grant of Letters of Administration
(If applicable, enter: c.t.a.; d.b.n.c.t.a.; pendente life; durante absentia,- durante minoritateJ
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: (If
Administration, c.t.a. or d.b.n.c.t.a., enter date of Will in Section A above and complete list of heirs.)
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his /her last principal residence at
1524 High MParlnw Lana Mechanicsburg PA 17055 Lower Allen Township
(List street address, town/ctty, township, county, state, zip code)
Decedent, then 50 years of age, died on 7114/2009 at Holv Spirit Hosnitat
Fac4 Pennchnrn Tnwnchig Camn Hill PA 17011
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property $ ~ 19.oUO•Uo
(If not domiciled in PA) Personal property in Pennsylvania $
(If not domiciled in PA) Personal property in County $
Value of real estate in Pennsylvania $ 380.000.00
1524 High Meadow Lane
Mechanicsburg, PA '17055
situated as follows:
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:
Signature Typed or printed name and residence
MAUREEN SHAY
Form RW-02 rev. 10.13.06 Page 1 of 2
(COMPLETE WALL CASES:) Attach additional sheets ijnecessary. ~ ~
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 lrnowledge 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 affumed and bscribed
~C~
before me the ~ ~ day of
Signature of Personal Representative /jAAUREEN SHAY
Signature of Personal Representative N
ea
Si lure o Personal Re resentatrve ;: 77 "~'' C ~
For Register g~ f p _ ~ ~ n r._
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File Number: ~ ~ - ~`I `" y~D ~ (' ~ s~ ;' ~}
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Estate of MARIDEE MERRILL ,Deceased ~
Social Security Number: 164383602 Date of Death: 3/14/2009
r
AND NOW, ~ , 2009 , in consideration of the foregoing Petition, satisfactory proof
having been presented before IS DE ED that Letters Testamentary
are hereby granted to Mas~reen $hav
in the above estate
and that the instrument(s) dated $eotember 27.1995
described in the Petition be admitted to probate and filed of record as the last Will (and Codicil(s)) of Decedent.
FEES w `'- ~'` tw
/`~ J~
Letters ............................. $ D' `" " Re ' rer o Will ~ ' : F L
Short Certificate(s) • • • • • • • • • • • • $ ~ Attorney Signature: ~ / ~ ^ ,
Re upciation(s) •••••••••••••••• $ ~
$ Attorney Name:
••~• $ Supreme Court LD. No.: 24849
.... $
,••• $ Address: 54 East Main Street
••" $ Mechanicsburg. PA 17055
.... $
.... $
.... $
$ Telephone: 717-697-4650
TOTAL .............................
Forme RW-02 rev. 10.13.06 Page 2 of 2
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LOCAL REGISTRAR'S CERTIFICATION OF DE,~~TI~
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $6.00
~ ~ ~~r ~'~~§x~9
Certification Number
This is to certify that the information here given is
correctly copied from an original Certificate of Death
duly filed with me a~ Local Registrar. The original
certificate will he ~orwarded to the State Vital
Records Office for permanent filing.
LGnrL ~~ d/ JUL 1 6 2009
Local Registrar ~ ~ Date Issued
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' Rte' 112006 COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL gECORDS
/PRINT IN
CKN NNT CERTIFICATE OF DEATH
ISen inutrrsrTlnne nneT nvx.mnln- nn .e.........y
1. Name of Decedent (First middle, lest, su8ix)
Maridee P
Merrill
2. Sex ' JIHIt NILE NUM
3. Sodel Security Number BER
1. Data of Death (Hoorn, day, yeaq
. Female 164 _38 _ 3602 July 14, 2009
5. Age (Last Birttlday) Under 1 ar Untler 1 da 6. Date of BirM Momh, tla , ear 7. Bi ace and state or faei count Ba. Place cl DeaM Check on one
AbnMs Days Hours Mkules Hos ital: Other:
50 Y~ July 27,1958 Harrisburg, PA ~y(y
L•J Inpatient ^ ER 1 Outpetlent ^ DOA ^ Nursing Home ^Resitlence ^ Other ~ Speciy:
&
C
.
ounty of Deam Bc. City, Soro, Twp. of Deets ed. Facility Neme (II not insliNdon, give street and number) 9. Wes Decedent of Hispanic Origin? 11 No 10
Race
American IMi
n
Bl
k
Whi
^ Y
.
.
,
a
ac
,
es
te, etc.
3E'
(II yes, spedty Cuban, ISPeciM
Cumberland East Pennsboro Holy Spirit Hospital Mexicen
PUertoRkan
etc
)
,
,
.
White
11
D
'
.
ecetlent
s Usual fion Kind of work done tlun most of worki tile. Do not stale retired 12. Was Decedent ever ut bre 13. DecedenYS Education (Specify ooh/ highest gratle completed) 14. Mental SWNS: Manietl, Never Marnetl, 15. Surviving Spouse (II wile
give maben name
f
,
Kits o
Work Kind of Buslnessl Intlustry U.S. Amled Fomes? Elementary 2 condary (0-12) College (1d or Sa) Witlowe4 Divorced /Speciy)
Teacher Public Education ^
vea ®No j 4 Divorced
- ifi.Decatlem'sMaillrgAddress(street,ciryrtown,slale,zipcode) Decedent's Pennsylvania DidDeredern Lower Allen
A
t
l R
i
c
ua
es
tlence 17a. stela
1524 High Meadow Lane
17c [Yes, Decedent lived in T
'
wp
Townsh
?
Mechanicsbur PA 17055 rib. cpunty _ Cumberland '° 17d ^No, Decadent UYed wihin
Actual Limits of Cil /BOrO
18. Fathers Name (First, midde, last, sulNx) 19. Mother's Name (First, middle, maitlen surname) Y
Anthony Joseph Paolone
Mary Delores Carlisano
20a. Informant's Name (Type / Pnnll 20b. Informant's Mailing Atltlress (Street, city /sown, state, zip code)
Christo her M. Merrill 1524 Hi h Meadow Lane, Mechanicsbur PA 17055
21a. Method of Disposition i ^ Cremation ^ Donation 21 b. Dale of Dispcedion (Monts, day, year) 21c. Place of Dispositbn (Name of cemetery, crematory or other place) 21 d. Locaton (City I town, state, zip code(
Burial ^ R
ll
S
emova
rom
lale r WaeCrcmatlonorponetlonAWhonzed ^ July 20, 2009 Gate of Heaven Cemeter
^r- rbyMsdbelE:eminerrCoronar? ^vea N" y Upper Allen Twp., PA 17055
-
22a. Signature Llcen or person acting as such) 22b. License Number 22c. Name and Address of Facility
~ ~-SC'~j2'/ •L Parthemore FH&CS, Inc., PO Box 431, New Cumberland, PA 17070-0431
Complete dams 23ac n certifying 23a. 7o the best of my knowledge, death occurred at Me time, date and place slaletl. (Signature and title) 23b. license Number
pnysican is not avaAa I of deem to 23c. Date Slgnetl (Month, day, year)
certify cause of Beam.
Items 2426 must be cam feted
p bV person
who pronounces death 24. Time of Death ~
'• r
26. Date Pronouncatl Dead (Month, day, year
) 26. Was Case Referred to Metllcal Examiner I Coroner for a Reason Other than Cremation or Donation?
. M .,J 1l' ,. ~ L C' ^ vas ^ No
CAUSE OF DEATH (See instructlona and exam s) r ADproximale interval:
Item 27. Pan r. Enter the chain of events - tl6eases, injuries, or mmplifatbns . Thal MreClty reused the deaM. DO NOT enter terminal events such as certliac arrest
r O
D Pan IC Enter other s Tra I cand~ ~ - foe t tl ath 28. Ditl Tobacco Use Contribute to Death?
,
nset to
eath
resgralory arrest, w venMCUMr 8brtll9lbn without showing Ne elidogy. Llsl Doty one cause on each line. but not resulting In the underlying cause van In Pan I.
9~
^ Yes ^ P obably
I
IMMEDIATE CA9$E Final disease or ~/
1
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dti
I ^ Nc ^ Unknown
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+ `
~ I ~J
can
on resulen n rkam) I ( //~~ T r
+{ /\ ~ ~
-~ a.
29. If Female:
Due b (or as a consequence oq: i ^ Not pregnant within pest year
SequentlnW list contlhions, it any,
bed to the cause tlstetl on line a. b' r
Due to (or a
t
th
E
IIN
^ Pregnant et lime of tlealh
n
er
s a consequence ot). ~
e
DERLYMG CAUSE
(tlisease or inprty mat ini8ated aw ^ Not pregnant, but pregnam within 42 days
c
events resrMmg h deaM) LAST. ~ of death
Due to (or as a consequence oQ: r
' ^ Nol pregnant but pregnam 43 days to t year
d. t»bre eaam
r
30a. Was an Autopsy 306. Were Autopsy Finzangs 31. Manner of DeaM 32a. Date of Injury (Month, day, year) 326. Describe How Inryry Ocaned
PertarmeT ^ Unknown it pregnam wimin me past year
AvaiWble Prior to Completion
of Cause of Deem? ^ Natural ^ Haniode 32c. PWce of Injury: Home, Fann, Street, Facbry,
Omce Building, etc /specry/
^ Yes ^ No
^ Ves ^ No ^ Aceitlent ^ PerMin I h Ibn
g mea'ga 32d. Txne of Injury 32e. Injury at Work? 3N. II Trereportetion In
fury /SPadN/
32g. Location of Injury (Street, ci
ty/town, state)
^ Suicide ^ Coultl Nol be Determkletl ^ Yes ^ No ^ Drrver/I]peretor ^ Passenger ^ Petlestnan
M Omer ~ Specify
~ Cerofier (~ Dory ~)
• Certitying phyeleien (Physkian certifying muss d deem when arother physioan has pronounced deem and completed Item 23)
To the be
f
t
k
l
d 33h. B nature aM T'itle of CerNier .
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A
s
o
my
now
e
ge, deeM occurred due to the cauu(a) and manner es elated _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ ^
• Promun
in
d
nl
i ~
G
,
g an
c
ce
y
ng phyak4n (Physitlan both pronounebg deaM and cenitying to cease of death)
To the beet of my knowedge, death occurred et the time, date, end place, and due to the urouee(a) and manner ea eated
^ 33c. License Number 33d. Date Signed (Mon day, year
_ _ _ _ _ _ _ _ _ _ _ _ _ _
• Msdkal Exeminer/Coroner ---'
O Qy t ~ ~ ~ ~
. 7 ~ /~ ~ Q
n Me buts of axeminslbn and! or Invoatlgetbn, In my oplnlon, death occurred al the time, date, and place, antl due to the ceuae(s) and manner es stated_ ^ 34. Name antl Atltlress of Person Who Completed Cause of Death plem 271 Type
Print
Regislreh Sigral Dauxt Nu ~f-~ ~ I ~y /
Lim ~ I • I I rT I ~ I ( I
38. Date Iled ( ,day, Year) /
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Disposiion Permit No. ~O`~L.(o YtS
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MARIDEE MERRILL ' -' ~~ ~:~
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I, MARIDEE MERRILL, of Mechanicsburg, Cumberland County,
Pennsylvania, being of sound and disposing mind, memory and
understanding, do hereby make, publish and declare this my Last
Will and Testament, hereby revoking any and all prior ~,aills a:.d
codicils thereto by me at any time heretofore made.
FIRST
I direct that all my just debts and the expenses of my last
illness and funeral shall be paid from the assets of my estate as
soon as practicable after my decease.
I authorize my personal representative to expend funds from my
estate, in such amounts as my personal representative shall
consider necessary and desirable, for the purchase, erection and
inscription of a suitable marker for my grave.
SECOND
I give and bequeath all automobiles, household effects and
other tangible personal property, not including cash or securities,
Ma dee Mer 1
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owned by me at my death, together with all policies of insurance
thereon, in equal shares to my two children, CHRISTOPHER M. MERRILL
and JENNIFER L. MERRILL, as they shall agree. Any child of mine
who is a minor shall be represented in such agreement by my
Executor. In the event that no agreement is reached, said
personalty shall be sold and the proceeds made part of my residuary
estate. Should either one of my children not be living on the
sixtieth (60th) day after the date of my death, I bequeath such
tangible personalty and insurance thereon to their issue, per
stirpes or in default of such beneficiaries then to my surviving
child. In the event both of my children are not living on the
sixtieth (60th) day after the date of my death I give and bequeath
all automobiles, household effects and other tangible personal
property to MAIIREEN SHAY of Mechanicsburg, Pennsylvania, and CONNIE
MILLER of Mechanicsburg, Pennsylvania, in equal shares.
THIRD
I give, devise and bequeath the residue of my estate, of every
nature and wherever situate, equally to my two children,
CHRISTOPHER M. MERRILL and JENNIFER L. MERRILL providing that they
are living on the sixtieth (60th) day after the date of my death.
In the event my either one of my children are not living on the
sixtieth (60th) day after the date of my death, I give and bequeath
.,
Ma i ee Merr'll
2
their share to their issue, per stirpes or in default of said
beneficiaries then to my remaining child. In the event that
neither of my children are living on the sixtieth (60th) day after
the date of my death, I give and bequeath the residue of my estate,
wherever situate, to MAIIREEN SHAY and CONNIE MILLER, in equal
shares.
FOURTH
In the event any beneficiary who is entitled to a share of the
residue under Item Third has not yet attained the age of twenty-
five (25) years at the time for distribution to him or her, then I
give, devise and bequeath the share of each such beneficiary to my
trustee hereinafter named, IN TRUST, nevertheless, upon the
following terms and conditions:
A. The income and so much of the principal as may, in
the sole discretion of my trustee, be necessary for
the maintenance, support, medical expenses, and
education of the beneficiary, shall be paid to the
beneficiary or shall be applied directly for his or
her benefit.
dee Me i 1
3
B. Any income not so paid or applied shall be
accumulated and added to such beneficiary's share
of the trust estate.
C. Any income and principal remaining in such
beneficiary's share of the trust shall be
distributed to such beneficiary when he or she
attains the age of twenty-five (25) years.
D. In the event any such beneficiary who has not yet
attained the age of twenty-five (25) years at the
time of my death dies before distribution of his or
her entire principal share, then such share shall
be distributed to such beneficiary's then living
descendants, per stirpes, absolutely; or in default
of such descendants, it shall be distributed to my
then living child or in default of such child, then
in accordance with Item Third of this Will.
E. Any income or principal payable to a beneficiary
under this Item Fourth may be accumulated or
expended for the maintenance, support, medical
expenses, or education of such beneficiary as the
trustee, in his sole discretion, may determine. My
Ma ee Mer 'll
4
trustee may, in his discretion, pay the said income
or principal directly to the beneficiary, to the
person having the care or control of such
beneficiary, or to any institution entitled to such
payment by reason of services rendered to or to be
rendered to said beneficiary, without the
intervention of a guardian.
F. My trustee shall be entitled to a reasonable and
customary fee for the administration of any trusts
established under this paragraph.
FIFTH
All principal and income, until actual distribution to the
beneficiaries, shall be free of the debts, contracts, assignments,
alienations and anticipations of any beneficiary, and the same
shall not be subject to any levy, attachment, execution or
sequestration.
SIXTH
I direct that all taxes that may be assessed in consequence of
my death, of whatever nature and by whatever jurisdiction imposed,
Mar'dee Merr'1
5
shall be paid from my residuary estate as a part of the expenses of
the administration of the estate.
SEVENTH
My personal representative and trustee shall have the
following powers in addition to those vested in them by law and by
other provisions of this Will:
A. To retain any or all assets of my estate, real or
personal, without regard to any principle of
diversification, risk or productivity.
B. To invest in all forms of property as my fiduciary may
deem proper, without regard to any principle of
diversification, risk or productivity.
C. To purchase investments at a premium or discount.
D. To exercise all rights of a security holder or
shareholder in any corporation; to give proxies; to join
in any merger, consolidation, reorganization, voting
trust plan, or other concerted action of security
Mar ee Merri 1
6
holders; and to delegate discretionary duties with
respect thereto.
E. To sell at public or private sale, to exchange 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 or conditions
as they deem proper.
F. To allocate receipts and expenses to principal or income,
or partly to each, as my corporate trustee thinks proper.
G. To borrow money from my corporate fiduciary or others and
to mortgage or pledge any real or personal property as
security therefore, in their sole discretion.
H. To compromise any claim or controversy without order of
court or consent of any beneficiary.
I. To exercise any option, right or privilege granted in
insurance policies or arising from ownership of
investments.
Ma i ee Merrill
7
J. To permit my minor children to occupy any real estate
retained or acquired upon such terms and conditions as my
trustee may deem proper.
K. To make any distribution herein provided for in cash, in
kind, or partly in each, at valuations fixed by my
personal representative or trustee at the time of
distribution.
L. My fiduciary may, in his or her sole discretion, donate
any part or all of my tangible personal property to any
charitable organization(s) which would benefit from such
donation. My fiduciary is then instructed to use the
value of said donation(s) as an tax deduction for any
inheritance tax return which may be required to be filed
as a consequence of my death.
EIGHTH
Should Eugene Merrill, predecease me before any of our
children have reached the age of eighteen (18) years, I appoint
MAIIREEN SHAY of Mechanicsburg, Pennsylvania, as guardian of the
persons of such children, in order that they may be adequately
Mar ee Merri 1
8
cared for in the proper environment. If the aforesaid MAIIREEN SHAY
is unable or unwilling to act or to continue to act in that
capacity, then I appoint CONNIE MILLER as the guardian of the
person of each of my minor children.
NINTH
I appoint MAIIREEN SHAY of Mechanicsburg, Pennsylvania,
Executrix, of this, my Last Will and Testament. Should MAIIREEN
SHAY predecease me or for any reason fail to qualify as such
Executrix, or having qualified, fail to serve as such Executrix,
then I nominate, constitute and appoint DAVID W. REAGER, ESQIIIRE of
Camp Hill, Pennsylvania, Executor of this My Last Will and
Testament.
TENTH
I appoint my PNC Bank, National Association as the trustee of
the trusts created under this Will.
ELEVENTH
My Executor and Trustee shall not be required to post security
in any jurisdiction.
Mar'dee Merri 1
9
IN WITNESS WHEREOF, I have hereunto set my hand and seal to
this, my Last Will and Testament, consisting of ten (10)
typewritten pages, the first nine (9) of which bear my signature in
the margin for the purpose of identification, this 27th day of
September, 1995.
EE ME L~ TEBTATRI%
Signed, sealed, published and declared by the above-named
Testatrix, MARIDEE MERRILL, as and for her Last Will and Testament,
in the sight and presence of us, who, at her request, in her sight
and presence and in the sight and presence of each other, have
hereunto subscribed our names as witnesses.
t ~ ~~~ 1 ~-~C-' -
-_-
Address i~=J~ ~'l/C~"c,~ /G~_.
Address ~.~ I `~~ c
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to
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SS:
I, MARIDEE MERRILL, THE TESTATRIX, WHOSE NAME IS SIGNED TO THE
FOREGOING INSTRUMENT, HAVING BEEN DULY QUALIFIED ACCORDING TO LAW,
DO HEREBY ACKNOWLEDGE THAT I SIGNED AND EXECUTED THE INSTRUMENT AS
MY LAST WILL AND TESTAMENT; THAT I SIGNED IT WILLINGLY; AND THAT I
SIGNED IT AS MY FREE AND VOLUNTARY ACT FOR THE PURPOSES THEREIN
EXPRESSED.
SWORN OR AFFIRMED TO AND ACKNOWLEDGED BEFORE ME BY MARIDEE
MERRILL, THE TESTATRIX THIS 27TH DAY OF SEPTEMBER, 1995.
Te trix
~ ~-
Not ry is
i
Notarial Seal
Kathy D. Enders, Notary Public
Camp Hill Boro, Cumberland County
My Commission Expires Feb. 11, 1939
Member, Perx~sylvaniaAssoaa0on of Notaries
11
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SS:
1jiJE ~ ~~Y~ ~~~.y~~ 5~-3--- AND ~-~1C~t~ ~ . .~jiS~YQ,~ r
THE WITN SES WH ~ E NAMES ARE SIGNED TO THE FO DING INSTRUMENT,
BEING DULY QUALIFIED ACCORDING TO LAW, DEPOSE AND SAY THAT WE WERE
PRESENT AND SAW THE AFORESAID TESTATRIX SIGN AND EXECUTE THE
INSTRUMENT AS HER LAST WILL AND TESTAMENT; THAT SHE 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; AND THAT
TO THE BEST OF OUR KNOWLEDGE THE TESTATRIX WAS AT THE TIME EIGHTEEN
(18) OR MORE YEARS OF AGE, OF SOUND MIND AND UNDER NO CONSTRAINT OR
UNDUE INFLUENCE.
SWORN OR AFFIRMED TO AND SUBSCRIBED TO BEFORE ME, THIS 27TH
DAY OF SEPTEMBER, 1995.
?t_ -
W~ ess
Witness
~ - ~ ~/
N ary blic
Notarea! Seal
Kathy D. Enders, Notary Public
Camp Hilf Boro, Cumberland County
My Commi9sion Expires Feb. 11, 1999
AAAml78r, Pennsylvania Assoaation of Notaries
12