HomeMy WebLinkAbout12-02-09PETITION FOR PROBATE AND GRANT OF LETTERS
REGISTER OF WILLS OF
COUNTY, PENNSYLVANIA
Estate of L O= $ ~ p~ y ~ D O R>r
also known as l,..p~ $ ~ ~}~ nn ~ /~n~F
Deceased
Petitioner(s), who is/are 18 years of age or older, apply(ies) for:
(COMPLETE 'A' or 'B' BELOW.)
File Number ~ LJ`~ ~~
Social Security Number _ / `f~ oZ - a, ~ - 7 t~ a{ (~
® A. Probate and Grant of Lett rs T stamentary and aver that Petitioner(s) is / aze the _ ~' X t;' n tTT RT t~
last Will of the Decedent dated - named in the
and codicil(s) dated
(State relevant circumstances, e.g., renunciatioq death ofezecutor, etc.)
Except as follows, Decedent did not marry, was not divorced, and did not have a child bom or adopted after
for probate, was not the victim of a killing and was never adjudicated an incapacitated person:
^ B. Grant of Letters of
N
the instrutt~(s) offeredz__`
r-t - , . _ ,
(gappllcable,enter. a1.n.,'d.b.n.c.t.a.;pendentelite;duranteabsentia;du.'~~~/tate)~ tx~. ,
Admin strationtec.t.a. opd.b.nac.t ah enterdatesofWill in Sectiott A above and complete list ofheirsd by the following (~'any)~!1 heirs flf=>
--i N r" !
No.... ~ _ _ .. _ J
(COMPLETE INALL CASES:) AKac% additional sheets if necessary.
Decedent was domiciled at death in n yy,}~ ~R , A ,
t ~ T County, Pennsylvania with his /her last principal residence at ~_
(List street address, town/city, township, county, state, zip code) p ~ t
Decedent, then ~ years of age, died on 1(_[~I Q q_
at
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All
(If not domiciled in PA)
(tf not domiciled in PA)
Value of real estate in Pennsylvania
situated as
personal property
Personalpropertyin Pennsylvania
Personal property in County
114 t?a
Form RW-01 rev. /0.!3.06
Page I of 2
Wherefore, Petitioner(s) respectfully request(s) the probate ofthe last Will and Codicil(s) presented with this Petition and the grant of Letters in the annrnnr~nr. ~ ..,, ._
the undersigned:
Oath of Personal Representative
COMMONWEALTH OF PENNSYLVANIA
COUNTYOF_~ UyuLp,~,RL{!3-Nl~
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.
Sworn to or affirmed and subscribed _~``~~J~,,, ~ o
Y
Signature ojPersana! Representative
before me the day of
Signature
~, / j/ or tye Register
t'ersonalRepresentative
Signature ajPersona! Representative
FileNumber:__ ~ ~ - ~ - I'
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Estate of LpZC J Yy1.t~tijoP_~ ,Deceased
Social Security Number:_ / $ ~ - ~a -'] t j t~_ Date of Death: /l tf 1 S~ O q
A
AND NOW, ~[~d1>~jt_ ~
having been presented be qre me, IT IS DE~
are hereby granted to tJ
in the above estate
and that the instrument(s) dated_`~~~/~ ~.~ ~G
described in the Petition be admitted to probate and filed of record as the
FEES
Letters ............... $1~ GCJ
Short Certificate(s) ........ $~_
Renunciation(s) .. .. , .. $
~/ .. $-
.. $
. $
... $
... $
... $
.. $
.. $
... $
TOTAL .............. $_sa-~
of the foregoing Petition, satisfactory proof
Will (and
,/ Register ojWills
Attorney Signature:
Attorney Name:
Supreme Court I.D. No.:
Address:
Telephone:
Decedent.
Form Rw 02 rev. 10.13.06
Page 2 of 2
os.aos rssv (otro»
LOCAL REGISTRAR'S CERTIFICATION OF DEATH ~~' ~ ~ < <P
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $6.00
This is to certify that the information here given is
con•ectly copied from an original Certificate of Death
duly 51ed with me as Local Registraz. The original
certificate will be forwazded to the State Vital
Records Office for permanent filing.
P 16029983 2 ,~~,. 1/ I~f
Certi€rcation Number
Local Registrar Date Issued
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LAST WILL AND TESTAMENT
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;' ~ "off: L®IS .d, MLJNI~OI~'
I, LOIS J. MUNDORF of the Township of Hampden, County of Cumberland, Commonwealth of
Pennsylvania, declare this to be my Last Will and revoke any will or codicil previously made by me.
ITEM 1: Upon my demise, I direct my body be cremated and I further direct that my ashes
be interred next to my beloved husband, Lester J. Mundorf, in the plots which we own at the Peace
Church Cemetery, Camp Hill, Pennsylvania.
ITEM 2: I direct that all my just debts and funeral expenses be paid as soon as practical
after my death.
ITEM 3: I direct that all taxes and interest and penalties thereon that may be assessed in
consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from
' my residuary estate as a part of the expense of the administration of my Estate.
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A ITEM 4: I give, devise and bequeath all my green china tea service to my daughter,
KAREN L. DUNKLE.
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ITEM 5: i give, devise and bequeath my cherry dresser in the front bedroom of my house
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to my daughter, LESLIE J. McMANUS.
ITEM 6: I give, devise and bequeath all the rest, residue and remainder of my estate of
every nature and wheresoever situate, together with insurance thereon, to the named individuals as
follows:
Page 1 of 6
A. Fifty Percent (50%) to my daughter, KAREN L. DUNKLE, of 755 Panza Drive.
Mechanicsburg, Pennsylvania, per stirpes;
B. Sixteen and 68/100 Percent (16.68%) to my daughter, L. CORINNE JONES, of 173
Country Road, 2053, Nacogdoches, Texas, per stirpes;
C. Sixteen and 68/100 Percent (16.68%) to my son, DUANE E. MUNDORF, of 5256
Meadow Brook Drive, Mechanicsburg, Pennsylvania. Should my son Duane E. Mundort
predecease me or fail to survive my death by thirty (30) days, I give, devise and bequeath
this share of my estate to my daughters L. CORINNE JONES and LESLIE J.
McMANUS, in equal shares, per stirpes; and
D. Sixteen and 64/100 Percent (16.64%) to my daughter, LESLIE J. McMANUS, of 824
Kings Highway, Mickleton, New Jersey, per stirpes.
ITEM 7: My Executrix or her successor shall have the following powers in addition to
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those given by law to be exercised by her in her absolute discretion, which powers shall be applicable to
all property held by her, effective without the order of any court and until the actual distribution of all
such property:
a. To retain any investments at discretion including stock of any corporate fiduciary
hereunder or of a holding company controlling it;
b. To invest and reinvest in the Executrix's discretion as permitted under Act 28 of 1999, as
upended, the "Prudent Investor Act," with the specific right to invest in stocks, bonds and real estate,
ncluding non-income producing residential real estate for the occupancy of any present income
Beneficiary or beneficiaries, and in such diversified, proprietary money market and mutual funds,
ncluding such mutual funds of any corporate fiduciary hereunder or those of any successor or affiliated
orporation or a holding company controlling it, as my Executrix deems appropriate;
Page 2 of 6
c. To sell, to grant options for the sale of, or otherwise convert any real or personal property
or interest therein, at public or private sale, for such prices, at such time, in such manner and upon suct
terms as they may think proper, and to execute and deliver good and sufficient conveyances, assignments
and transfers thereof without liability of any purchaser to see to the application of the purchase money;
d. To borrow money and to secure the repayment thereof by mortgage of real or personal
property, pledge of investments or otherwise, without liability on the part of the lenders to see to the
application thereof;
e. To compromise claims by or against my estate or any trust created hereunder;
f. To allocate and distribute different kinds or disproportionate shares of property or
undivided interests in property among beneficiaries or trusts, in cash or in kind, or partly in each;
g. To register investments in the name of a nominee or to hold the same unregistered in such
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form that they will pass by delivery;
h. To join in any recapitalization, merger, reorganization or voting trust plan affecting
investments; to deposit securities under agreement; to subscribe for stock and bond privileges; and
generally to exercise all rights of security holders;
i. To manage, operate, repair, alter or improve real estate or other property, and to lease real
estate and other property upon such terms and for such period as my Executrix and trustee deem advisable
°ven for more than five (5) years and beyond the duration of any trust;
j. To deduct administration expenses upon either the federal estate tax return or fiduciary
ncome tax return with or without adjustment as between principal and income, as my corporate or
fisinterested Executrix shall determine;
k. To associate with them in the absence of a corporate fiduciary, an accountant, custodian
nd investment advisor, and other agents and to compensate them from principal or income or both, as my
Page 3 of 6
Executrix or trustee shall determine, such compensation to be a reduction of the compensation of m~
Executrix or trustee;
1. To associate with her at any time, in her absolute discretion and of her choice, a corporate
fiduciary which shall have the same powers as my Executrix or trustee, such designation by my Executrix
or trustee and acceptance by a corporate fiduciary to be in writing;
m. To combine, without prior court approval, any trust herein with any other trust with
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substantially similar provisions, although such other trust may have been created by separate instruments
and by different persons, and, if necessary to protect different future interests, to value the assets at the
time of such combination and to record the proportionate interest of each separate trust in the combined
fund; provided however, that no such combination shall be permitted if the effect of such combination
would be (1) to violate the applicable rule against perpetuities; (2) to disqualify any interest in one or
more of such trusts for a deduction for federal estate tax purposes which would otherwise be allowable; or
(3) to cause the loss of the exempt status of one or more of such trusts from the imposition of the
generation-skipping tax;
n. To exercise any stock options which they may receive; to borrow such funds from any
source as my Executrix or trustee may deem necessary for the exercise of such options; and to pledge
assets as my Executrix or trustee deem appropriate for this purpose;
o• No trustee shall be required to qualify before, be appointed by, or, in the absence of a
preach of trust, account to any court (and failure to account alone shall not be considered such a breach);
for shall trustee be required to obtain the order or approval of any court in the exercise of any power or
!ecision granted hereunder;
p• To allocate any generation-skipping transfer tax exemption from the federal generation-
Gipping transfer tax to any property to which I am deemed the transferor under the provisions of Section
Page 4 of 6
2652(a) of the Internal Revenue Code of 1986 and its successors, including any property transferred under
my will and any property not in my probate estate and any property transferred by me during life as tc
which no allocation was made prior to my death, to the extent necessary to cause the inclusion ratios
applicable to such transfers to be zero;
q. To disclaim any interest in property without court approval; and
r. To do all other acts and things necessary or appropriate in the management,
administration and distribution of my estate or trust.
ITEM 8: Until distributed, no gift or beneficial interest shall be subject to anticipation or
voluntary or involuntary alienation.
ITEM 9: I appoint my daughter, KAREN L. DUNKLE, Executrix of this my Last Will. In
the event my daughter, KAREN L. DUNKLE, predeceases me, fails to qualify or ceases to act as
ExecuMx, I appoint my son, DUANE E. MUNDORF alternate Executor of this my Last Will.
ITEM 10: I direct that my personal representative, or her successor, shall not be required to
give bond for the faithful performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and
Testament, this ~_ day of_~~ , 2008.
LOIS J. ~
Signed, sealed, published and declared by the above-named Testatrix as and for her Last Will and
Cestament in our presence, who, at her request, in her presence and in the presence of each other, have
-ereunto subs~cyr~ibed our names as attesting witnesses.
' residing at /u ~
residing at ~ ~
Page 5 of 6
COMMONWEALTH OF PENNSYLVANIA )
COUNTY OF CiJMBERLAND ) ss:
We, LOIS J. MUNDORF',
- ~ 2 /~ /~~ rrsi ~ and
Pn r y e... ~, ~~ the Testatrix and the witnesses respectively,
whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare
to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and
that she had signed willingly, and that she executed it as her free and voluntary act for the purpose therein
expressed, and that each of the witnesses, in the presence and hearing of the Testatrix signed the will as
witness and that to the best of his or her ]rnowledge, the Testatrix was at the time eighteen (18) years or
older, of sound mind and under no constraint or undue influence.
Subscribed, sworn and aclrnowledged before me Ll S ~ ~J
vIiJNDORF, e ~ t u ~ by LOIS J.
the 1~Testatrix, and subscribed and sworn to before me by
~Oi-nwr and
~_ day of /yf ~ ~ ,eel the witnesses, this
2008.
r
No Public {~
MONN~fAL1A 0~ ENNSPLVANt
NOTARIAL SEAL
LISA MARIE COYNf, NOTARI' PUBLIC
Page 6 of 6 IMMPOEN Twt?, CUMBERlANO COUNTY
MY COMMISSION EXPIRES JUNE 10 20