Loading...
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._ ~,. rn N r-, , r~- i -='>~~ w c _..J ~ File Number: ~ ~ - ~`I `" y~D ~ (' ~ s~ ;' ~} v ~~ ?' w 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 _ _ ,,,~ r. a~ % L~ L~~~a2 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 C ,~ ...o ,~.. CS; -p ~ ;. ~ ~ -~ - ~"1 J a0~~ ~ C~f•= - . - :~ Cn , I n ~ ' 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 J dti I ^ Nc ^ Unknown ` + ` ~ 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 . ~ r9 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) / try' o N4 I ~ /I / ~ NV ie C e• r~ // ~ ~ • A ~ / J ~ G ~7z~c~ ' H +J L -~. h lL~r Disposiion Permit No. ~O`~L.(o YtS ra 7 ~'"' ._.. ~ __~~_~, }~~~ w ' "C3; _~ Ca `~ i _ _._ MARIDEE MERRILL ' -' ~~ ~:~ -~_~ 'ry f,.~ 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 ~; ~~ <_ _. ~, , 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 T 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