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HomeMy WebLinkAbout12-30-09THE LAW OFFICES OF JOSEPH D. BUCKLEY 1237 HOLLY PIKE CARLISLE, PA 17013 TELEPHONE (717) 249-2448 JoeBLaw@aol.com FAX (717) 249-4103 December 30 2009 ~ na ~' w ~` ' - ' ~' , , C ~ - x ~ , The Honorable Glenda Farner Strasbaugh is ;iy~ ~ : '' ~ ~' >= W- l ~'` ~..',.~' . _.i ~'~ ~ '-? Register of Wills > `~ ~ ~ ~ ~ o -.:~ Cumberland County Court House ~~ ~; ~ ~ ~::-~-~, -,~ ~~ t =; Hanover & High Streets ;,:~~ c ~ ~s~' ~ ~ ~ - _ ;-~ ~ ~ Carlisle, PA 17013 ...~ _-~ ~ .~ _ ~ ~ ^' ' :. t_..i Re: Estate of Francis O. Neer To the Register of Wills, Francis O. Neer passed away on December 18, 2009, leaving a Last Will and Testament naming his daughter, Sue Ann Moore, as the Executrice of the Estate. Mrs. Moore resides in Excelsior, Minnesota. Her address and telephone number are: Sue Ann Moore 22340 Bracketts Road Excelsior, MN 55331 (952) 474-6082 The named Executrice desires to take the oath in her home state so that we may proceed with matters which need immediate attention. I recently discussed the matter with Mary Zilka the Court Operations Supervisor for the Probate/Mental Health Court for Hennepin County, Minnesota, which will receive the necessary documentation and prepare an oath or Court Order in the Executrice's home county. The package and documentation should be addressed to: Mary Zilka Court Operations Supervisor Probate/Mental Health Court Hennepin County Government Center 300 South 6~' Street C-400 Minneapolis, MN 55487-0340 Ms. Zilka has requested that a copy of this letter be attached to your request. Page Two Letter Re: Neer Estate We request that our office be notified as to when the documents will be sent so we may coordinate with the Hennepin County Probate/Mental Health Court regarding the anticipated delivery and a time to have the Executrice appear before the Hennepin County Probate/Mental Health Court. Thank you very much and if you or the Hennepin County Court need anything further, please do not hesitate to contact our office. JDB/lam Enclosures cc: Sue Ann Moore Very respectfully yours, Glenda Farner Strasbaugh Register of Wills & Clerk of the Orphans' Court Kirk S. Sohonage, Esquire Solicitor 1 Courthouse Square, Room 102 Carlisle, PA 17013 OFFICES OF Marjorie A. Wevodau First Deputy Wanda S. Zeigler Second Deputy (717} 240-6345 FAX (717) 240-7797 1-888-697-0371 x 6345 ~.egi~ter of ~iYY~ ar~~ ~LYer~ at t~je ®r~~j~~~' ct~our~ ~lCountp of ctCuin'l~erfan~ December 31, 2009 Attn: Mary Zilka -Court Operations Supervisor Probate/Mental Health Court Hennepin County Government Center 300 South 6`" Street C-400 Minneapolis, MN 55487-0340 IN RE: Estate of Francis O. Neer, deceased Estate No. 21-09-1214 Your Honor: Enclosed please find a Commission to Take Oath, Petition for Probate and Grant of Letters and Oath of Personal Representative. If you would please advise Sue Ann Moore, when she may appear before the Probate Court to execute the oath, it would be appreciated. Sue Ann Moore's telephone number is 952-474-6082. Enclosed you will find an envelope for the return of the Petition and Oath. If you have any questions or concerns, please feel free to call. Respectfully, Glenda Farner Strasbaugh "~ Re ister of Wills and Clerk of the O~ ans' Court g Enclosures O~ ~ y 4 0 0 Register of Wills of Cumberland County State of Pennsylvania SS: County of Cumberland BE IT REMEMBERED, that I, Glenda Farner Strasbaugh, Register of Wills of Cumberland County, Pennsylvania, do hereby commission you, Mary Zilka, Court Operations Supervisor, or one of your deputies, to administer the Oath of Personal Representative in the Estate of Francis O. Neer, late of Lower Allen Township, Cumberland County, Pennsylvania pursuant to Section 3154 of the Probate Estates and Fiduciaries Code, 20 Pa.C.S.A.3154. IN TESTIMONY WHEREOF, I have here unto set my hand and affixed my seal the 31St day of December , 2009. i''~ Glenda Farner Strasbaugh (~.~~" Re ister of Wills '`--' g Cumberland County HIOi.B(15 RIiV 11)1/(171 L./~~ ~~ ~ ~~ ~f~~ ~7 LOCAL REGISTRAR'S CERTIFICATION OF DE:.ATFi WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $6.00 P 1605302 Certification Number This is to certifi that the inforniation here given is correctly copied ~ rum an original Certificate of Death duly filed with me as Local Registrar. The original certificate will bl~ forwa.rded to the State Vital Records Office for permanent filing. L ~~xve_ ~'~~~aa,c. ~ DE 2 12009 ~>~~ Local Registrar Date Issued c-a tl~ ;. , C7~ _ `1 _.~ ~ _.T._I ~ y ~ C,;..~ ~ ~.. r~"t ~ ---i .. i. > C. - N 4 O Nta~143 REV 11/2006 COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS T EEC/ µ SIN CERTIFICATE OF DEATH Buck lNK (See instructions and examples on reverse) RTATF FILE Nl1MRER i `~ 1. Noma d Decadent (First. middle. tut. sul6z) 2. Sex 3. Sodal Securely Numbr 4. Date d Death m, day, year) M 361 - 03 - 8214 12/1 8009 Francis O. Neer 5. Aga (lJSI Birmday) Under 1 ear Under 1 day 6. Dated &Ah (Month, u) 7. BirBlplete (C and stela «f txxn Oa Plsce d Death (Cttedc one) HosWfel: Omer: rAi a iw as wnw Days Noun 9 8 Yrs. 12/ 19/ 1910 Sidney , IL ^ Irtpa6ent ^ ER ! owp.tknl ^ DOA ®Nunktg Haul. ^ Reaiderta ^OUter - SwdM 8b. C«;nry d Death 9c. City, Boro. Twp. d Dam dd. Fedity Name (N not instittxion, give strati end number) 9. Wu Decedent d Hlepardc Origkl? No ^ Yes 10. Rae: Amedart kdirl, Bkdr. YVh~, Me. (It yes, seedy Cuban, ISpedryl • Ctmnberland Lower Allen Bathers Village ~~~ ~^° Rkan' ~'> White 11. Oeadsra's llsuel Non (Knd d work done most d Na. Do rat stab retired 12. Wu Decedent aver in the 13. Decedents Education (Beady only tt{gMd grade wmpkted) 14. Medal Stehre: Merrkd, Never Manled, 15. Survivirp Spouse (H wNa, giw mdden name) WkioYred Divorced (Spec IOnd d Wok KkW d Business! Irbwby U.S. Armed Forces? Ekrttentary /Secondary (0-12) Cdkge (1.4 «5+) 4 Widowed - Lt. Col. US Air Force Yee ^No 76. DscederN's Mating Address (StnN, sty /town, stale. rip code) Decedents PA u~ve me nt , 7c, [~ Y~ pq Uvad yt LC1wer Allen Tyre. State Actual Resirkrrx 17a 5225 Wilson Lane . T°w"aNpT nd. ^ Uved wiNNn Cl C l e rland C b 1~ Mechanicsburg, PA 17055 d auny y oro >.mn e ~ 18. Forma's Name (FkeL middle, hsl, sulfa) 19. Momer's Name (Fksl, middle, mekkn wrrrarne) Mitchell A Mar Malcan J. Neer . y 20a. Inbmwd'a Nsme (Type I Print) 20b. Intamants McNing Addreu (Sheet, dy / bYm, state, zip Dods) Sue Ann Moore 22340 Bracketts Rd.r Shorewood, MN 55331 21 a. Memad d Drvowron ~ ~Cr«ation ^ oorurtion 21 b. Date d l7ispasltlort I~h• a^y, year) 21c. Pka d t7lapaldon (Noma d certlNery, aenwl«y «odra plea) 21d taad«, (cNy / rowrl, date, zp code) ^ ~"'°' ^ Reniov81rain~a~ ~ ~ y ~j'~ N 12/22/2009 Evans Cremation Services Leola, PA b M Ex„r ,a o, y~Yw^No ^ orra - spay. 22a. Sgnatun d Licerree (« r 22b. Licrre Nisnber L 22c. Name end Address d Fatally Inc., Carlisle, PA 17013 others Funeral Hone B E i . ~ FD 012633 , r w ng Carnpw Nrni 23ac ody when c•rSYkW 23a. To the beat d my knovMdpe, m oocuned al the time, date and pka staled. (Sigrtebxs end tide) 23b. lJcatee Number 23a Date Siprted (Month, day, year) physidan s nor wai{ebla a, time d aaem b ~ ~ S ~, J i~) ~ ~ 3 O~ C~ O ~ ~ ~ aev~ 1~ e c C /"L~ .Q arury aw. a dwh. ~ ~ p c . • era 24.26 mtrt ba artpkled by person who Wu aam. 24. Time d Deam ~ , -2~ ~ rn M. 25. Da\k Pronotnced Dead (Month, day, year) 4 ~l.~e C ~ v u, ~ -zl ~ ~ t ~ ~ 1 26. Wu Cue Raterrod jo Medkxl Examiner /Coroner for a Beeson OtMr Man Cremation « Donetlon? yip('" ^ Yes CAUSE OF DEATH (See Instructions and examples) r Approxknate interval: di l ' PaA II: Entr ama ' d A N Nen ro PaA L lti ro ri 2& Did Tobacco Use CodAblAe ro DumT ^ Yes ^ Probably ac anes voclly eased tlN deem. DO NOT rxa terminal evams such u ar , t Onset ro Deem Nam 27. PeA I: FJwr the atakn d wants - dlauses, injuries. «carpNcalionc - Ihat d rupharorY arrest. «verWicular IronlWtion willqul showing the etiorogy. Liq only one cetrse on each Nne. ~ le utt y tg awe 9 but ltd ruu ng e ^ No ~,lJnkrtown TE CAUSE (Fwl tliseue « ' a usc2 i(~1 C O C`i fnt` 5 T ) vF H~i= "fa-2r Z`- A i W (L E ~ ~restrNYy n deem) _,~ a 29. N r-emw: nant witlun ast et ^ Na re . Oise to (« u a consequence oq: r CQ 20 ss A (Z y fl R'TCRY 1 OS 5 ~ H $E t'a vL Segwntiady t~ ~. N ~Y• b p y p g ^ Pregnant at Ike d seam . ka6rg to tits cause Gstsd on line a. i Enter me UNDERLYNIG CAUSE Dw to (or u a consegwnce op: ~ (disease a iryisy mat ir~ialed the c. r ^ Nd pregnant, but pregnant rAWn 42 days d deem weds rosuNrg n duth) LAST. ~ Due to (or as a consequence dl: ^ ~ prspred, bd pregned 43 days ro 1 year • d. r ^ llnkrtovm N prsptra wNhin tlts ~ Y~ 30a. Wu an Autopsy Sob. Wan Autopsy Endres 31. Mamer d Deem 32a. Date d Injury (Monet, daY, Y~1 32b. Desame Ftow h>bxy Oocurted 32c. 0 ~ &NI Flonw) SUeel, Faaary, PsAOmred? AvaNabk PA« b CompleGar d Guea d Deem? IIvp LC Natural ^ Flortuade ^ Yaa ~NO ^ Vas ~ No ^ AcddeN ^ Pending Investlgadon 32d. lime d Injury 32e. Irrjisy at Work? 32t. If Tnnapatation Injury (Speay) ^ DAVa / Operaror ^ Pessaru)a ^PedeslArt 32g. Location d hr(«y 1~. ~Y I rown, state) ^ Suidde ^ Could Na be Dekrmined ^ Yes ^ No M Odler - Sperily.' 33a. Ceni6a (dnedt only one) raraurxad daeM and completed Item 23) h sician has m when aralhar k d de Pt ia tN i i ~ 33b. Signalise erd TNIe d Certifier ~~' ~ ' l ~ ~ y p p rg cruse rys an ar y e e an ( Nrog phYS • To ms but d my knowledge, dean octwned dw to the cawys) and mamter u staled_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ (~ , ~Q~/ • Pronouncing and arUfying physidan (Physidan bah pronatnccirtg dam and certifying to ease d dam) ^ 33c. llcerae Nwlbar 33d. Date Slgwd (Monet, day. Year) To tM but of my knowkdg0. loam oeeurred al me Nme, dale, and place, and dw to the cause(s) and rruntter u sfated_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ di / C • M l E i m ~ ~.Z~ ~ ~•0 Y ) yi zl O ~ ' ner oronr e a xam On the basis d examina0on and I or investigation, in my opinion, duth occurred s1 the time, da10. and plan, and dw to the cause(s) and mamrr u sfaled_ ^ ~. Nertw and Addrus d Person WhojCompkled Cause d Dam (Nan 27) Type I Print 35. Regigraf and ~ ~ ~~ ~ ~ ~ ~ 38. Date Bled (Made, day, Yet') N~ef ~ Y,'y ~ ~ r ""` ~'~' N11~ 1 I++1 I pit I'l o ~ 3 `f S b 'rr, nG~(.c R-d C Arn ~ ~ ( ~ ~..,~~ . r Diapoedbn Pertdt fJO. 6~3 J` LAST WILL AND TESTAMENT OF FRANCIS O. NEER I, FRANCIS O. NEER, domiciled and resident at Bethany Village West, Assisted Living Apartment No. 211, 5225 Wilson Lane, Mechanicsburg, PA 17055, Cumberland County, Commonwealth of Pennsylvania, declare that this document is my Will and revoke all my previous Wills and Codicils. I. f..°__ C7 ~~, ~~ . T ., IDENTIFICATIONS AND DEFINITIONS ~:~ ~? ~= .. . ~.~ ',~--x ~ ~~~.. _ ; ~. r-.- I am a widower. I have one child, SUE ANN MOORS. ~ ~.4~ ~~' ..~ ~~ © '. ~ ` t ~~~:~ - I I . L ~ ~-~~ ,. . _ ,; PAYMENT OF EXPENSES, DEBTS, AND TAXES ~~~_~ ~ ~, , ~:~~~ _. -~., .~--- r e "~ ~,,,..~ `.: ~ J I direct my Executor to pay medical, funeral, and administrative expenses and all taf~s ' payable by reason of my death, before any division of my estate. My Executor shall n~~~attem~t.. to have any part of such taxes apportioned among the recipients of property includible in determining the amount of such taxes. Proceeds on insurance on my life up to the maximum allowable as an exemption from Pennsylvania Inheritance Tax and distributions from pension and profit sharing plans exempt from federal estate tax, all of which are payable to my Trustee or any beneficiary (other than my estate), shall not be used to pay debts, taxes, expenses of administration or other charges against my estates. It is my further direction that no services be held on my behalf; and that my remains be finally inurned at Arlington National Cemetery, Columbarium; niche 3 of stack 23, in Sec II, through the services of Ewing Brothers Funeral Home. III. a DISTRIBUTABLE ASSETS My entire estate assets, except as set forth in Paragraph IV below relating to Designated and Tangible Personal Property, which I call my distributable assets, shall be equally distributed to the following persons, share and share alike: M dau hter SUE A. MOORS m randdau hter CHRISTINE E. FOSTER m Y g ~ Yg g Y . ~ granddaughter, TRACEY MCALLISTER, my granddaughter, ALLISON J. MOORS, ~.~ my grandson, JOHN WESSELLS MOORS, and my granddaughter, KATHERYN F. ~; HOFFMEYER. ~`~~= IV. DESIGNATED AND TANGIBLE PERSONAL PROPERTY ,~ I recommend, but do not require, that all such items of tangible personal property (called designated property) be offered to the six family members named above in Paragraph III and that my daughter and grandchildren select in rotation items they so desire, the order to be determined by lot. If my family members do not desire any item, including any motor vehicle or electric scooter I may own, such item may either be sold or given to a local charity by the Executrix at her option, or the items shall be auctioned or sold, and thus become distributable assets and shall be distributed in accordance with Paragraph III above. V. FIDUCIARIES Executrix: I nominate and appoint my daughter, SUE ANN MOORE, to serve as sole Executrix to serve without bond. If she fails to survive me, declines to act or is removed or disqualified in nominate and appoint my granddaughter, Christine E. Foster, to serve as Executrix without bond. Powers: I give my fiduciaries, including successor fiduciaries, all the powers contained in Chapter 71 of the Pennsylvania Probate, Estates and Fiduciaries Code at the time of the execution of this Will, and those powers are incorporated by reference. VI. MISCELLANEOUS Survival Defined: No person shall be deemed to have survived me or to be living at my death if he/she shall die within one (1) day after my death. Personal Information: I hereby attach an addendum to this Last Will and Testament to provide information and guidance to my Executrix so that they may adequately and fully contact the appropriate parties, banks and institutions which may hold my assets or other important information which may assist my Executrix in the administration of my estate. This information may be updated from time to time, but will have no effect on the bequests and directions set forth in the main portion of my Last Will and Testament. In testimony of which I now sign this Will, in the presence of witnesses whose names will appear below, and request that they witness my signature and attest to the execution of this Will, this 21St day of November, 2008 at Apartment 211, 5225 Wilson Lane; Mechanicsburg, PA 17055, Cumberland County, Pennsylvania. ~_,- ~, ,~~r` ~ ~~ FRANCIS O FRANCIS O. NEER, in our presence, signed this instrument. Before he signed it, he declared to us that it was his Will and requested that we act as witnesses to its execution. We believe him to be of sound mind, possessing testamentary capacity, and not subject to undue influence, fraud, or coercion. We now, in his presence, and in the presence of each other, sign below as witnesses, all on this 21St day of November, 2008 at Apartment 211, 5225 Wilson Lane, Mechan~burg, PA 17055, Cumberland County, Pennsylvania. i~iing at 1237 Holly Pike, Carlisle, PA 17013. iding at 3610 Logan Court, Camp Hill, PA 17011. COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss We, Joseph D. Buckley and Barbara J. Schenck, the witnesses whose names are signed to the foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testator sign and execute the instrument as his Last Will; that he signed willingly and for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witnesses; and that to the best of our knowledge the Testator was at that 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 by Joseph D. Buckley and Barbara J. Schenck_ witnesse~_ this ?_ 1St rlav of NnvPmhPr ~nnR IMPORTANT INFORMATION ADDENDUM As an aid to my Executrix I provide the following: 1. Social Security Number: 361-03-8214. 2. Subscribers Savings Account Number 076048 with USAA 9800 Frederick Road, San Antonio, TX (800) 531-6095. 3. USAF Account 361-03-8214. Financial Account 0660681368 and Survival Plan. USAF Finance and Accounting Office, Cleveland OH 44194. (800) 321-1080. 4. Veteran's Administration Disability Compensation Numbers C-2827372 and 361-03-8214. Veterans Administration P.O. Box 8079 Philadelphia, PA 19101. 5. Orrstown Bank Executive Assistance with Checking Account Number 108005746 and Investment Account Number 50001475007. Stonehedge Branch, 427 Stonehedge Drive, Carlisle, PA 17015. (717)-240-0801. 6. PNC Bank Checking Account Number 50044156787, Bethany Village, 325 Wesley Drive, Mechanicsburg, PA 17055. (717) 691-4087. 7. Western Southern Life Assurance Company. Flexible Premium Deferred Annuity Contract Number W0020294509. P.O. Box 29118, Cincinatti, OH 45201-2918. (800) 916-1702.