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HomeMy WebLinkAbout12-21-10PETITION FOR PROBATE AND GRANT OF LETTERS REGISTER OF WILLS OF CUMBERLAND Estate of Helen L. Smith also known as COUNTY, PENNSYLVANIA File Number 21--0-1^ ~'~~ ,Deceased Social Security Number 201-16-5435 Steven M. Smith and Bertus C. Smith Petitioner(s), who is/are 18 years of age or older, apply(ies) for: (COMPLETE A' or B' BELOW.) ~X A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the CO-Executors named in the last W ill of the Decedent, dated 12/13/2006 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 app~ca e, enter c..a.; ..n.c.t.a.;peentede; urantea enha; uranteminorrtate Petitioner(s) after a proper search 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.) Name Relationship Residence ~,, ~ ~ .. , . f~~ l -" J t "'. °~~~ N - _. ., _:. ~~ t ~ - - c: " ~ ~ ~ ~ ,~ . ti ~ _r, Z (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. `v ~ 4J r` ;' r Decedent was domiciled at death in Cumberland County, Pennsylvania with his /her last principal rest~ence at ~ ' -~'~ :~ 824 Lisburn Road, Camp Hill, Lower Allen Township, Cumberland, PA 17011 (List street address, town/cify, township, county, state, zip code) Decedent, then $ J years of age, died on 12/11 /2009 at Decedent at death owned property with estimated values as follows: (If domiciled in PA) (If not domiciled in PA) (If not domiciled in PA) Value of real estate in Pennsylvania situated as follows: NIA All personal property Personal property in Pennsylvania Personal property in County 45,000.00 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: Signature I ypeo or pnntea name ana resiaence Steven M. Smith 2 Mary Avenue i^(~ `~--~ •' `~~~~~~~ Mechanicsburg, PA 17055 ~~~•~ Bertus C. Smith 2340 Mockingbird Road Q~i~+" Harrisburg, PA 17112 1 "_' Form RW-02 Rev. 10-13-2006 Copyright (c) 2006 forth software only The Lackner Group, Inc. Page 1 of 2 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 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. Sworn to or affirmed and subscribed before me this ~ ~~~ day of ~` For egister of Steven M. Smith 1oW~ _" Signature of Personal Representative BertuS C. Smith Signature of Personal Representative File Number: 21-- Q~ ~ ~ (~ R Estate of Helen L. Smith Deceased Sociannl Security Number~^: /f' i~20o1-16-543~5,~/ Date of Death: 12/11/2009 AND NOW, t7C~ S~ ~ l.~' L~Ce1~1~1 1~!' , ~ , in consideration of the foregoing Petition, satisfactory proof having been presented before me, IT IS DECREED that Letters Testamentary are hereby granted to Steven M. Smith and Bertus C. Smith C7 in th ove estat~~ and that the instrument(s) dated 12/13/2006 <~_ ~ t~ r t - . described in the Petition be admitted to probate and filed of record as the last Will (and Codicil(s)) of Decedent. FEES /`~f ~ Letters ............................................ $ ~, `~ ~ Short Certificate(s) ........................ $ ~, Renunciation(s) ............................. $ ~ rrl~. o'v~ $ $ $ $ $ $ $ TOTAL .................................... $ t Attorney Signature: Attorney Name: -r~ ~ ms-- ~..~ _ :; e ~-- ~i ~rl N ri i =, °`~~7 =t l ~~ ~ - --`~ [i -z~ ~ i r~ ~..,.. `. j -~-1 ~ W ~ ~ ~ <.~:_> Shiremanstown, PA 17011 Telephone: 717-737-8761 Form RW-OY Rev. 10-132006 Copyright (c) 2006 form software only The Lackner Group, Inc. Page 2 of 2 Supreme Court I.D. No.: 86556 Bogar and Hipp Law Offices Address: 1 West Main Street 105.805 REV (01/07) ~ ~ ~ ~~ i 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 ,16030138 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 Records Office for permanent filing. ~~ l ~ Local Registr Date Issued G7 ~ C C~ •°o ,~~ ~o ~ '1C C7 T - m%" ~7 ~ - n ~` "~.. ;._) r'~ ., .il. ~ --~ ~~ W :n „J H105-N3 fiEV 112005 9YPE / PPoNT N PEWAANENf a Aclc ex ~i COM110NWEALTH OF PENNSYLVANIA + pEPARTMENT OF HEALTH • VITAL RECORDS C~RTI~ICAT~ OF DEATH (SeO lnstntictlons nfd a:atnolss on nvarte- :a --r., ..1 ~ ; -, ~:-. as :~ r-.. y f . ~ i r":'t"7 -- ~ -~:;' f,",'7 ~~ -` l 1. Naae d DecedaN (FwL mime, b0. sulfa) Helen L Smith 2 S« 3. Sodd Scary NeaDar a i , c rrac 1. Deb d DWr (tibrtlk dy, YW . 201 - 16 - 5435 December 11, 2009 s. Ape Had addey) UMt 1 ~UMa 1 m tl. Ow a aAr 7. erdtW a ~ 4 . Pop d Dean op tbnl. Dip Han tbean 89 June 14, 1920 Loysville, Pennsylvania °n" ^~ Daawd ^~ YrS. Numkg Mor« ^ Dnidnc• ^ Otlr -Spey: m. Coady d Dean Bc. Ctly, Baro, 7rq. d Deen tlA Faciy Name P nal idYlNan. pNe tpd eralrAelOer) ' B. W« Oecedrt d Hfeptde OAtlhi ~ No ^ Y« 10. Mp: Aawictn been Bleak VAtb et , , . Cumberland Camp Hill Manor Care health and Rehabilitation ar•. wwc~• I~d11 Wean, Puab qm, eb.) White I1. Dxe«rY'e Ueul d work mrr mod d ~ W. Do rlddW 12. W« Oepdw ~tMr h tlN 13 Oettduft Edualoa (SPadIY odr Iglru Brads mnFYbW 11. Nadd Smc kWrbd, Nmr HrritA, 15. S,erivip Sp«e Itl aAa, pw maid« pip) U S Ambd Forst? d w ` ' ` . . a , Elenwtlry l Spadtry {P12) ColbOe (1~4 a 5~) ~ ~W Regis f ere c~`Nurse lea t aZ°'~r i Y« $~ L lo.D.pma•twr~gAm«.(swa,an,,w~ml.slde.~pa.) D.aaar. QA °iODi'dv1 Lower Allen 824 Lisburn Road AcAmlNedderip naSbb i ITC.~vr« Deadbauwdh ~W dYe , T,,,P T on pT Camp Hill, PA 17011 ,m,~, Cumberland nA ^ ~,1,«,;tl„ ~ eao 18 FdlrfaNme(F•d, ntidee. td.tafa) Edward Martin 1tl. ralbr.NmblFrst rtme,mdmn wran,e( W . . Nora P. Ickes 20a. kmrtnae'a Name (gyp I Prim) Steven M Smith 204 YdarM's MWp Adae« ISU+M «'~r, bw1, dde, zp pde) . 2 Mary Avenue Mechanicsburg, PA 17055 21a 1Aetlbdd Diapoei5ar r ^Crematim ^Dmatim 2f0.DwdDVpodtlm abrer, M,T+rI )i3 ~ ^ H . 21c.Pbpao.podfonlwmedureduY.awplayaalw Pbp) zta. lorip(ciq,lw.r.dw,ly cage) emovrpomstb r«G«edlmaDaWimArdgrWd December 15, 2009 ^ otlw - r h bedbr cororrrT ^ Y«^ St. Paul's ChurchCemete ry Loysville, 22a ~ d Fawd taMS « 72D. uprw NunOer . Nam. am A06e« d FaaAy - FD-012682-L Myers Funeral Home, inc. 37 East Main Street Mechanicsburg, PA 17055 Carpal tw« tidy edi« prrynp To d my pn.lidpa, men aeaered Yw tinr, Aw ImdPbcs eYYd. (Si)nelae antl rrl' 23D. Uorw NudEa 23c Dde SiprO (Maen, my, par) pipciin s na sveiit5lt Y bro d men b prey pa« a mdn ~~::, t+-..= R /t/,S-G ~ ~.2 > /:- ii a , pertu 24-25 rear p ampbbA W Perm 24. rip 25. Dde Praaeriotd Dead (Meek my, Yer1 T8. 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Certifier puck a+r abl 590. erd Tee a Certiia tlpW~~IPSY~~YhO pas.a awn aheneawrpnydrar naa paioareA men sru wnpleW pem 23) • - ~ ~ J - io the wddmy psarbAtle,d«n oaand OmbtM cmr«(t)am menpraadwA--------------------------------- • Prormmwrtl •w ~rtiw vMe~ (Pnyeiuen oan p~B man er4 prkNkq b pas. a Aeen) T wwda a Y W d dH A d M tl d d l ~ 17tl Deb Sip« Mart. my, yea) ry ror P• o e aaum e me, de, en p ea. ertl Ow b tlr oWM(s) anA emradr «MWd_ _ _ - --- ----------- • Yedlcel EaWoalCaraer l (, yq~ ~y I 0o ey 4ebde.ambelbn arW/abw•Ytldbn,bmy rpMdm, dedh auurrW dl«Ome,dde,amp«e, ad duebthe aewt(N eM elals«dded. ^ N. Name rgAddrwdP«am Wlb CmipetMCeuwaDwalaan z>)Trye/Prhl `~ P ~l7 h ~ ~ s Sgn«w and owe NinWa ~ f ~ ~ q_ i ~ I w~l (-~ - I 56. ~ (~ ~• ~ r , rli lhc 1 ~th L 13D0 /Y1Af Kt~Sj'. STE IZ I.~~v'Y.,(ye Pr /,.! 17f:5(1i .1 U U Dtpaatiion Peme ~~~~~'' r~,~ 7 ~ .:z LAST WILL AND TESTAMENT ~ ~ ~ ~ ~~ ,~ ' n :V ; OF - ' " - _'_-' ,.: HELEN L . SMITH ~^J } ~ ~"" ~~~ I, HELEN L. SMITH, of Camp Hill, Cumberland County, Pennsylvania, make, publish and declare this as and for my Last Will and Testament, hereby revoking all other Wills and Codicils heretofore made by me. FIRST: I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, in equal shares, to my children, STEVEN M. SMITH, BERTUS C. SMITH, STANTON T. SMITH, DARRYL E. SMITH, CLIFTON A. SMITH, and MARLENE R. DIPPERY. Should any of my children predecease me, then I direct that his or her share be given to his or her spouse. Furthermore, should any of my children and that child's spouse predecease me, I direct that said child's share, as set forth herein, should pass to that child's children or step-children, as the case may be, in equal shares, per stirpes by representation. SECOND: Should any of my grandchildren or step- grandchildren not have attained the age of twenty-two (22) years at the time for distribution to him or her, I give, devise and bequeath the share of each such grandchild or step-grandchild to my hereinafter named Trustee or Trustees, IN SEPARATE TRUSTS, to hold, manage, invest and reinvest the shares so received, and to use and apply from time to time such portion of income and principal for the said grandchild's or step-grandchild's education (including college, trade school or other similar training or education), support and welfare as my Trustee or Trustees, in their sole discretion, deem advisable. My Trustee or Trustees may make the payments for the support and maintenance of my grandchildren directly to said grandchildren or step- grandchildren or to their Guardian or Guardians. Any payments made by my Trustee or Trustees pursuant hereto shall be made without further responsibility to the said grandchildren or step- grandchildren, their Guardian or Guardians, or to any person taking care of my grandchildren or step-grandchildren. The Trustee or Trustees, in exercising their discretionary authority with respect to the payment of income or principal of the within Trust to my grandchildren or step-grandchildren, shall take into consideration any income or other resources available to my grandchildren or step-grandchildren from sources outside this Trust. In addition, my hereinafter named Trustee or Trustees shall have the right, in their sole discretion, to purchase and pay for out of the principal, as well as income, such insurance policies as will provide for the grandchild's or step-grand- child's medical care. Any income or principal not so applied shall be dis- tributed to each grandchild when he or she attains the age of twenty-two (22) years. In the event any of my grandchildren die prior to the termination of this Trust established herein for their benefit, the interest of said grandchild in said Trust shall cease with any income and principal being divided evenly between or among that deceased grandchild's brothers or sisters or the separate Trusts established hereunder for their benefit and, in the absence of any brothers or sisters, or any Trust established hereunder for their benefit, to my other grandchil- dren, or the Trusts established hereunder for their benefit, in equal shares. 2 THIRD: In addition to all powers granted to them by law and by other provisions of this Will, I give the fiduciaries acting hereunder the following powers, applicable to all proper- ty, exercisable without court approval and effective until actual distribution of all property: (A) To sell at public or private sale, 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 (including credit, with or without security) or conditions as are deemed proper. This includes the power to give legally sufficient instruments for transfer of the property and to receive the proceeds of any disposition of it. (B) To partition, subdivide, or improve real estate and to enter into agreements concerning the partition, subdivi- sion, improvement, zoning or management of real estate and to impose or extinguish restrictions on real estate. (C) To compromise any claim or controversy and to abandon any property which is of little or no value. (D) To invest in all forms of property, including stocks, common trust funds and mortgage investment funds, without restriction to investments authorized for Pennsylvania fiduci- aries, as are deemed proper, without regard to any principle of diversification, risk or productivity. (E) To exercise any option, right or privilege granted in insurance policies or in other investments. (F) To exercise any election or privilege given by the Federal and other tax laws, including, but not necessarily being limited to, personal income, gift and estate or inheritance tax laws. (G) To make distributions to my herein named benefici- aries in cash or in kind or partly in each. 3 (H) To borrow money from themselves or others in order to pay debts, taxes, or estate or trust administration expenses, to protect or improve any property held under my will, and for investment purposes. (I) To select a mode of payment under any qualified retirement plan (pension plan, profit sharing plan, employee stock ownership plan, or any other type of qualified plan) to the extent the plan or the law permits them to do so, and to exercise any other rights which they may have under the plan, in whatever manner they consider advisable. FOURTH: I nominate and appoint my friend, BRAD LAWYER, as Trustee of the hereinabove described Trusts. I direct that my Trustee shall serve without bond and shall receive fair and reasonable compensation. FIFTH: I direct that all inheritance, estate, trans- fer, succession and death taxes, of any kind whatsoever, which may be payable by reason of my death, whether or not with respect to property passing under this Will, shall be paid out of the principal of my residuary estate. SIXTH: All interests hereunder, whether principal or income, which are undistributed and in the possession of the fiduciaries acting hereunder, even though vested or distribut- able, shall not be subject to attachment, execution or sequestra- tion for any debt, contract, obligation or liability of any beneficiary, and furthermore, shall not be subject to pledge, assignment, conveyance or anticipation. SEVENTH: I nominate and appoint my sons, STEVEN M. SMITH and BERTUS C. SMITH, Co-Executors of this, my Last Will and Testament. I direct that my Executors and Trustee and their successors, shall not be required to post security or a bond for the performance of their duties in any jurisdiction. 4 IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, this /,~~ day of ~~~ ~~~J 2006 . ,~~ r ~ .,c (SEAL) HELEN L. S ITH Signed, sealed, published and declared by the above- named Testatrix as and for her Last Will and Testament in our presence, who, at her request, in her presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses. Address Address 5 OATH OF SUBSCRIBING WITNESS(ES) ~ ~ , ~, c Q .a s -,-; ~ .; •'y ~ ~ ~ ~rJ~ yv. REGISTER OF WILLS ~' `~ = ~ `-' , ~ J ` CUMBERLAND COUNTY, PENNSYLVANIA - , Ft :,rte ~ fj ~ \ 1~r' ~' ~' N - r~ {`; _ 't t -~ ' - -~ - . , '' ~` ~~-o~--i~~q 4J~ w-~ ~Y -p t~ cs ~ ~: .~-~ y 4TH Estate of Helen L. Smith ,Deceased Jennifer B. Hipp , (each) a subscribing witness to (Print Name/s) the ~ Will Codicil(s) presented herewith, (each) being duly qualified according to law, depose(s) and say(s) that she / he /they was /were present and saw the above Testator /Testatrix sign the same and that she / he /they signed the same and that she / he /they signed as a witness at the request of the Testator /Testatrix in her /his presence and in the presence of each other. (Signature) (Street Address) (City, State, Zip) Executed in Register's Office Sworn to or affirmed and subscribed before me this of day Deputy for Register of Wills (Si r One West Main Street (Street Address) Shiremanstown, PA 17011 (City, State, Zip) Executed out of Register's Office Sworn to or affirmed and subscribed before me this ~~~~ day i Notary Public ~ 02 // al My Commission Expires: (Signature and Seal of Notary or other official qualified to administer oaths. Show date of expiration of Notary's Commission.) NOTE: To be taken by Officer authorized to administer oaths. Please have present the original or copy of instrument(s) at time of notarization. COMMONWEALTH Of PENNSYLVANIA NOTARIAL SEAL Form RW-03 rev. 10.13.06 BETH B. LENGEL, NOTARY PUBLIC SHIREMANSTOWN BORO., CUMBERLAND COUNTY MY COMMISSION EXPIRES DEC. 12 2011 OATH OF NON-SUBSCRIBING WITNESS(ES) REGISTER OF WILLS CUMBERLAND COUNTY, PENNSYLVANIA ~ ~ -(~q - I I~~ Estate of Helen L. Smith Steven M. Smith Deceased and , (each) being duly qualified according to law, depose(s) and say(s) that acquainted with Helen L. Smith she / he /they was /were Well- and am/are familiar with the handwriting and signature of the decedent, and that the signature of Helen L. Smith to the foregoing instrument purporting to be the Last Will and Testament/Codicil of Helen L. Smith is in his/her own proper handwriting. ~;~1~. Ut1 ~~ (Signature) (Signature) 2 Mary Avenue (Street Address) Mechanicsburg, PA 17055 (City, State, Zip) Executed in Register's Office Sworn to or affirmed and subscribed before me this ~~ _ day of ~rYl.l~e.r ,9~. Deputy for Register of lls (Street Address) (City, State, Zip) c~ Q ~' ~iJ C ~~ Q wy ~1 ~ ~ : ~~,~ "~ C ~ 'rf Z _..._ ~ W :.... ~ ~'!~ Ci Form RW-04 rev. 10.13.06