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HomeMy WebLinkAbout12-30-09PETITION FOR PR//~~O~~BATE AND GRANT OF LETTERS REGISTER OF WILLS OF C~/Kg£~1jkJD COUNTY, PENNSYLVANIA Estate of /-L d ~~~ G ~/~lb~) File Number ~ 1 ~ V l ~ '~0~ also known as p,, Deceased Social Security Number 1 ~ 3-- ~ ~" 9~~2 Petitioner(s), who is/are 18 years of age or older, apply(ies) for: (COMPLETE 'A' or 'B' BELOW.) A. Probate and Grant of Letter Testamentary and aver that Petitioner(s) is /are the ~XeCLL ~ ~ S named in the last Will of the Decedent dated ~ / 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 (COMPLETE INALL CASES:) Attach additional sheets if necessary. Decedent was domicil d at deat 'n ~ittil~['t,A~/D Coun ,Pennsylvania with his /her last principal resid ce at I G i~' sN / ~ (List street address, town/ci , t ship, county, state, zip code) Decedent, then ~~ yeazs of age, died on /~~ aZ at ~C H ~/ ~/ C S Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property $ g~i ODD' ~ (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 Peti*.io~ and BHP gr~„r of Letters it ±he'-rr'^p-z*e f r^~ *_^ the undersigned: --- -- Si ~ Type,.. .~_._,.-----~_'---''---- --- - -_ sec .-T o~. u,~,j _ ve rwoo~ ~~~ e ux~ ~f~ -. _ - --- .J (lfapplicable, enter: c. t. a.; d.b.».c.t.a.; pendente lice; durance absentia; d~l~mtnoritat`~° '[:: ~ "- r-r~ ' ;a i~ Petitioner(s) after a proper seazch has /have ascertained that Decedent left no Will and was survived by the following ~~if an j~td h~trs::~{`' Administration, c.t.a. or d.b.n.c.t.a., enter date of Will in Section A above and complete list of heirs.) •--. ~' ~ W i-` i _~ r r'~ -~- O J t-_"J Oath of Personal Representative COMMONWEALTH OF PENNSYLVANIA COUNTY OF ~~4er~~~~~ 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. f x 1 a.~_-- Sworn to or affirmed and subscribed before me the Ott--- day of `- - Xyl ~/~ 2 yu9 J For the Re ister Signature of Personal Repres ative ~ ~ i~ ~ / c, Si fur of Personal Representative l,. Q `~ ~'~ ~:~'' ~ t~3~ ~ Q f "f"i r_ .) :iJ ~ f~'- C") ~ 1 ~ i7 Si lure o Personal Re resentative - `-`'~ `~`' `'-` " ` ' } ~ ¢T.,~ ~_ J ~ -'YI ^~~ 'T_i ~"~ ~ - _., n-t File umber: Z i - 0~ - 2 ~ ~ C~[Q n `' ~ ~ N f , /~~~ C~ E e / ` I G ~'~/~ /~ ~ state o Deceased Social Security Number:~lJ r•~ ~ -- 90~~ Date of Death: Nd V Z ~, ~ / AND NOW~Q~ QNY~~ 3C~ p~W~ , in consideration of the foregoing Petition, satisfactory proof having been presented before me, IT IS DECREED that Letters TeS'~p.Mt~.~a-r are hereby granted to c Z~ ~ A. d.a.~n ~ ~ 0.r Q Q, in the above estate and that the instrument(s) dated ~ ~ - ll-(~1 described in the Petition be admitted to probate and filed of record as the last 'll (and Codicil(s)) of Decedent. FEES •~ Letters ............... $ 2 LO • Cho ~~~' Register ills Short Certificates $ ZO •Oc~ O ........ R i i $ .At~arney Si afore: ~!//1 ~ enunc at on(s) .......... 1 A ' N ~ S ~~ G~G~. ~~ ~ Y ~,JJ 1 tl ... $ ~Jr -~7 e3 ame: C,. ~~ • . • $ 23 .5~ Supreme Court LD. No.: 'v (~u-~otY~rn~ ... $ ~ Add ~QU ~~~ ~ll~r- $ ress: ... $ ~ie1'.~ ...$ ' ' ' $ ~ ~~ ~ ~" ~~°~" Telephone: / / l ... $ TOTAL .............. $ 2-Z 3.50 ~ Form RW-02 rev. 10.13.06 Page 2 of 2 1~ns.cn~ 4r~~tn:~Q') LOCAL REGISTRAR'S CERTIFICATION OF DEATH WARNING: It is illegal to duplicate this copy by photostat or' photograph., , Fee for this certificate, $6.00 P 15981103 Certification Number This is to certify that the 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 Recordls Office for pe Went filing. `~~ ~' ~ v ~~ Local 1[~egistrar Date Issued r.a °o O `O ~,. v `~~ -o c~ . s crni ~r- ~ ~ _Y r ~ • ~u pEV n.x0o5 COMMONWEALTH OF PENNSYWANIA • DEPARTMENT OF HEALTH • VITAL RECORDS '~ ~ ~ YPE PaNr w `~.~ C'1 C ~ ~w ~F~Nr CERTIFICATE OF DEATH f. ~.~ p" (SM Instr33etlons and exemplss Wt rovefse) STATE FKE NUMBER ~-~~ - _ z r~-I--"I~ ~.:" ,y; , -, '°A s_+- ;,_i C~` !:.~ 1. N«r a Ooo,ra tF+4 mega, Wt wfcf z. Su 3. Soot SacaaY Nmew +. GaY• vaarl "~ _. Florence Elizabeth Whalen Female 113 - 18 - 9012 N m er 27, 'Z 49 i.'~ C`t s. ~4a I~.W B+InCaY1 1ga,r 1 Unaa I s. Dw a BAi 1MOiei, ?. Birpaco iC ana w1a « munryl p. Pw a o.Fm icn,a au1 r,+r Oar+ wn a-.a. Nwpw: Orrc 86 Yo August 8, 1923 Brooklyn, NY Dxgalra DEH:QpaaMw Doa ®w+a•4rkn. n«eaq. ^anar•sa,d1. • BD. CouoY a Dun Ee. CM• Bao. Twp. d OW1~ • b. Faeiy Name 111 na n,t,-«, VN enal ana nmOrl 9. Wa, Oaca0M1 a ppn? ®No YM 10. Aua: Amrr+m NaaA ira. N1rM,t 1 15~+i3 Cumberland Lower Allen 1tap. Bethany Village w.~PuagRCat«e.1 White 1t. OauOaa'athoal wne a wat a an aqe a ~ W. Qo m mr Ix. W« O,FaOan aw m Yw 13. DacaOanY EOUMai ISpocJy aay 9rrM agp w«I u. NanW SWe: AlrrrO. Naw AWUO, Is. Surwoq S4o wa 01 w«.4M maep name) New ?!94`]k°"City I(iea&rwrNarrr u.s. 3unue foic«? EW~NnulYrsaanWrylO.1x1 caip,(3-~as.t Wioow,0.[Mouua tSPFr~? Forei n Commerce ^Y« ®~ 12 4 Never Married Ii OacaOra'o MaYgA00fa« IS,an tlY; sown. f W. a0 w0,) 325 Wesley Drive DpOrt'6 Oid pc,Oril Lower Allen TwP. ~~~ na.Sw Pennsylvania liw ina nc.®v«. oanaa, u+a~ , Tawni° ? , P na ^ No. wne^+1w~« w,nn Mechanicsburg, PA 17055 ImcawY Cumberland ,,~„1,,,,,a cy,eo,, I\, faaM'a NaaM IF+Y. m~aaa. Mll wMl 19. Mriw ~ Nir ff+u. m0a,, nwOm sananal Bernard Whalen Winifred Gear za. gk1mY1Y, Naar lrpa: PmQ xOb mwnwxY AWnu hmo« ISmM ay 1 q.n. tnM. nP ar1 Mrs. Cecilia Baum 51 Silver Wood Boulevard, Newark DE 19711 2ta. u«ae d Orpoa+« ®Con«m ^ Dawr 270. Oar d Oopowmn IMniN. aax. yr1 21c. Pl,ca d oupnron ~Nar a cwmlwY. nwnray a oaw P1,«I 21q. ~ouY« M~f I wwa sYla. W aoary ^ a.w ^ wmorlwmsw rirCnnaYOO«o.w„wlwwe ^ aw.Saay ; aYNkalEnwWNCaor? glwaDNo Dec. 1, 2009 Cremation Society of PA Halrrisburg, PA 17109 xx. sarwl;or...(or aanga, zxe.~orwwroa zx.NaragM6auaFaoYry Auer Cremation Services of Pelnnsylvania Inc. - ~_ FD-010694-L , 41 0 e own R ad cawr rm, x3ac on, wlrn wlgny zx ro na ea a my ggw~aq.. aFan omn« r n. rna. aar ana pka wra Isp~.w+r+o owl z3e. ~~ans, Hwnon xx. ow sqw 11~a~+~. ap.,rn pn„nm u m a.aYw a,r d Ouq q nary carao+att. Lydia Danso, RN RN606519 11/27/09 rs z~Ii mw «aa~4~aaO W Pason N. rqr d Haan n. Da, Pimaneaa 0aa01Mae4 4Y, Wa1 ~ z0. Yq+Ca« ilaantl w M,tica 6am'w 1 Caaw iv a R«r~ OMar Wan Crw~panl a Dannon? .+gnagat««.~. 0200 a M. November 27, 2009 ^~'« 1~f+• CAUBE CIF DE.ATM {Eww YIWUOgOM ~M wa«IIp4o1 ~ nDDro~+NM naval: Pan N: Emr alMr ~ MPCkWOOOU«CawA«gOWn? Ham x7 Pan f. 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Y«~I / 1 "°' ,~ r ` I}; - /- 0' O ~c t ~ {Ct 4 I 3 ~• i v T n r Zc~ Cu YT, ~ 0 UaPa«m Pamn No. 04 2 5 513 j,. • ~ i ~ ~ t .. LAST WILL AND TESTAMENT OF FLORENCE E. WHALEN I, FLORENCE E. WHALEN, of Cumberland County, Pennsylvania, 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 rA~..,, 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 N for any such taxes which become payable as the result of any property over whiclr~ ~ive thetggwer ~_ (-~~ ~ of a ointment. t ~ ~ m pp c~ ~; ~,. - x, ..., c~ ~ -,-, C~ ~ ~-z ~ ~ .- C J ~ N . ~ C: GJ'f 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 IV I give, devise and bequeath any and all tangible personal property, not listed in the above- mentioned memorandum, of any kind and nature and wheresoever situated that I may own at the time of my death (together with any insurance pertaining thereto), including, but not limited to, any automobiles, silverware, books, furniture, furnishings, clothing, personal effects, jewelry, china, pictures and paintings, IN EQUAL SHARES to my sisters, GERTRUDE W. CANTWELL and JOAN P. BOEGEL, or the survivor. In the event that both GERTRUDE W. CANTWELL and JOAN P. BOEGEL predecease me or fail to survive me by thirty (~~0) days, the division thereof is to be determined by any Executor acting hereunder if the interested parties cannot agree. Article V All the rest, residue and remainder of my estate, of whatsoever nature and wheresoever situate, I give, devise and bequeath according to the following schedule: A. I give and bequeath ONE-FOURTH (1/4) of the rest, residue and remainder of my estate to my sister GERTRUDE W. CANTWELL. In the event GERTRUDE W. CANTWELL -2- predeceases me or fails to survive me by thirty (30) days, I give and bequeath the share of my estate for GERTRUDE W. CANTWELL to her daughter G. PATRICIA CANTWELL, Per Stirpes. B. I give and bequeath ONE-FOURTH (1/4) of the rest, residue and remainder of my estate to my sister JOAN P. BOEGEL. In the event JOAN P. BOEGEL predeceases me or fails to survive me by thirty (30) days, I give and bequeath the share of my estate for JOAN P. BOEGEL to her descendants then living in equal shares, Per Stirpes. C. I give and bequeath ONE-HALF (1/2) of the rest, residue and remainder of my estate to be divided equally among my following nieces and nephews: G. PATRICIA CANTWELL, EMILY BUCHANAN, PETER A. BOEGEL, LORETTA M. TURMEL, CECTLIA BAUM, and THOMAS P. BOEGEL. If any of my beneficiaries in this paragraph. predecease me or fail to survive me by thirty (30) days, I give, devise and bequeath his or her share to his or her issue who survive me, per stirpes, or if he or she have no issue, the share(s) are to be added equally to the other shares. Article VI Except as otherwise provided in this Will, I have intentionally failed to provide for any other persons or relatives, whether claiming to be an heir and/or relative of mine or not. Insofar as I have failed to provide in this Will for any of my relatives, and/or issue now living or later born or adopted, such failure is intentional and not occasioned by accident or mistake. Specifically, SUSAN CANTWELL (an adopted daughter of my sister, GERTRUDE W. CANTWELL) is not to inherit any monies or property, personal or real, under the terms of this Will. -3- Article VII If any person or entity other than me singularly or in conjunction with any other person or entity directly or indirectly contests in any court the validity of this Will, including any amendments thereto, then the right of that person or entity to take any interest in my estate shall cease, and that person or entity shall be deemed to have predeceased me. Article VIII If a beneficiary under this Will has not attained the age of thirty (30) years, the share of the beneficiary shall be placed in a separate trust, for the benefit of that beneficiary according to the terms in Articles IX and X. Article IX 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 of the child until the child attains the age of thirty (30) years. B. Upon attaining the age of twenty-two (22), one-fourth (1/4) of the principal and accumulated income, of the child's share shall be distributed outright to the child. C. Upon attaining the age of twenty-six (26), one-fourth (1/4) of the principal and accumulated income, of the child's remaining share shall be distributed outright to the child. -4- D. Upon attaining the age of thirty (30), the remaining principal and accumulated income of the child's share shall be distributed outright to the child. E. 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 subj ect to claims of his or her creditors or liable to attachment, execution, or other processes of law. Article X In order to carry out the purposes of the Trust 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 year 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, -5- (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 others, 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. Article XI I hereby appoint my niece, CECILIA BAUM, of Newark, Delaware, 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 CECILIA BAUM, I nominate and appoint my niece, EMILY BUCHANAN of Minoa, New York, as Successor Trustee of any Trust(s) created in this Will. Article XII I nominate, constitute, and appoint my sister JOAN P. BOEGEL, of Boiling Springs, Pennsylvania, and my niece CECILIA BAUM, of Newark, Delaware, Co-Executors of my Last Will and Testament. In the event of the renunciation, death, or inability to act, for any reason whatsoever of both JOAN P. BOEGEL and CECILIA BAUM, I nominate, constitute and appoint my niece, EMILY BUCHANAN of Minoa, New York, successor Executrix of my Last Will and Testament. I direct that my Co-Executors or successor Executrix 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 Co- -6- r Executors and successor Executrix shall receive reasonable compensation for services rendered to my estate. Article XIII In addition to the powers conferred by law, I authorize my Co-Executors and successor Executrix, 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 year for which I have not filed such return prior to my death, (g) to make distributions in cash or in kind, or in both, and to determitte the value of any such property, (h) to employ any attorney, investment advisor, or other agent deemed necessary by my Executor(s) 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 -7- (j) to receive reasonable compensation in accordance with their standard schedule of fees in effect while their services are performed. IN WITNESS WHEREOF, I, FLORENCE E. WHALEN, hereby set my hand to this my Last Will and Testament, on ,~~r1o f j , 2001, at Harrisburg, Pennsylvania. -~~ FLORENCE E. WHALEN In our presence, the above-named FLORENCE E. WHALEN 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. Noma Address ~10~/ (mac..-~a-Fe ,Prt lZc~~3 -8- . ti I, FLORENCE E. WHALEN, 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. Sworn to or affirmed and acknowledged before me by FLORENCE E. WHALEN, the Testatrix, on 12 - U ,2001. ~Q . N t Public FLORENCE E. WHALEN ..... Low~PPa ~pnT ' ~Y ~c v My CaranNtlon Q~~d1~ 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 sigm 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 Wi11 as witnesses, and that to the best of our knowledge, that she was at that time eighteen (18) years dr more of age, of sound mind, and under no constraint or undue influence. Sworn to or affirmed and subscribed to before me by ~Q SS,~CQ ~ • ~ ~~/' f~~l and s-T0.~Q . ,P t i v~. e, C, ~ Po w e l l witnesses, on ~ 2 - / ~ , 2001. No ublic NOTARIAL SEAL. JMI L BROYYFI, Notmy Pic -9- ~pnapb~donTlE' S~~Mh~