HomeMy WebLinkAbout02-01-10PETITION FOR PROBATE AND GRANT OF LETTERS
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYJLVANIA //~~ /
Estate of R1TA J. GRAHAM File Number __ ~~ ~ / - D / lJ f
also known as
Deceased Social Security Number 203-10-0326
Petitioner(s), who is/are 18 years of age or older, apply(ies) for:
(COMPLETE 'A' or 'B' BELOW.)
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® A. Probate snd Grant of Letter Testameetsry and aver that Petitioner(s) is /are the EXECUTRIX ~~ i ;
last Will of the Decedent dated MARCH 19, 2004 and codicil(s) dated NIA `'~'
,~ _ _;
(Stare relevant circumstances, e.g., renunciation, death of executor, etc.) ~ ~ Cf ~ C~
Except as follows, Decedent did not ma °~ ~°~
rry, was not divorced and did not have a child bom or adopted after execution o~ trument~offer~ t~r-'r
for probate, was not the victim of a killing and was never adjudicated an incapacitated person: c.7
^ B. Grant of Letters of Adminlstration
(ljapplicab/e, enter: c.t.a.; d.b.n.c.t.a.; pendentelite; duranteabsentra; duranteminoritate)
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.)
Decedent was domiciled at death in CUMBERLAND County, Pennsylvania with his /her last principal residence at
25 STONEHEDGE DRIVE, S. MIDDLETON TOWNSHIP CCARLLSLE MAIL ADDRESS) CUMBERLAND COUNTY PA 17015
(Ltst street address, town/Ctty, township, cowry, state, ztp code)
Decedent, then 89 years of age, died on NOVEMBER 26, 2009 at CUMBERLAND CROSSINGS, S. MIDDLETON TWP.,
CUMBERLAND COUNTY PA
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
All personal property $ 100,000.00
Personal property in Pennsylvania $
Personal property in County $
$ 150,000.00
situated as follows: 25 STONEHEDGE DRIVE, S. MIDDLETON TOWNSHIP (CARLISLE MAIL ADDRESS), CUMBERLAND COUNTY, PA
Whcrefore, 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:
r a or nntea name and residence
SUE G. LEE, 1009 FORBES ROAD, CARLISLE, PA 17013
Form RW-01 rev. 10.13.06 Page 1 of 2
(COMPLETE IN ALL CASES:) Attach additional sheets ijnecessary.
~G - ivy
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 lmowledge 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 an~ subscribed
before fne the ~'/_~_ day of
Signature of Personal Representative
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L/~~~,p;~ / ~[ me xegiSrer
C Signature of Persona/ Representative C.~1't^j ~ _
~T fir'.. ~"'s~t'-'~'i
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File Number: _ ~ ~ 'r~~~~ - ~(~~
Estate of RITA J. GRAHAM Deceased
Social
AND NOW,~~
having been presented
are hereby granted to _
t~f'U in consideration of the foregoing Petition, satisfactory proof
DECREED that Letters TESTAMENTARY
T.. _ /% i
v in the above estate
and that the instrument(s) dated MARCH 19, 2004
described in the Petition be admitted to probate and filed ofrecord as the last Wil] (and Codicil(sll of 1lecedrnr
FEES
Letters ............... $
Short Certificate(s) ........ $_~_
Renunciation s) .. ....... $
/ .. $-~
.. $~
.. $
.. $
.. $
.. $
. $
... $_q" '
TOTAL .............. $ / ~ ~~
Form RW-01 rev. J0.13.06
Number: 203-10-0326 Date of Death: NOVEMBER 26.2009
~ Registef• of Wills V F~~ /C~~
Attorney Signature:
Attorney Name: THOMAS E. FLOWER
Supreme Court I.D. No.: 83993
Address: SAIDIS, FLOWER & LINDSAY
2109 MARKET STREET
CAMP HILL, PA 17011
Telephone: 717-737-3405
Page 2 of 2
6 - !6r
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 15932598
Certification Number
H10S1~ ~' nRaoe COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS
TrfE rwiNrH
"` CERTIFICATE OF DEATH
(See inshuctlons and anamoNw on rovereel
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' i-TI1TE FN.E NUIBER
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Rita Jacobs Graham Female ae 2203 10- 0326 , l1 '~ O
'a Oa N+Y enaerl oast VnYSt a[brdeHi ,. ereeY.s eaReaorb w
89 r"" °i" 'b" ""` Feb. 7, 1420 Ironton, Ohio "°~ Deer
rR ^lerNeM ^m/aNmew ^oa (II1r~Ran ^RUrr. ^oub.-NFrW:
r. [n.ey sore ec CM. Bso. neR aoeer u FeaNN rw~"w bemebn, Vr ene nm/Es~) B. wr eodsY d r,ssYe a,qn ~^ r ^ rr 1Q hm Mnskr ban Bbn rlrb, ac.
Cumberland S. Middleton Twg. CU1Mt~, r`~vD5S1 S 11M1mi~R.nR~iwe.bl 1 White
n. eenerre usr a,rN:ar eerr r. Never 1t.wn abmerN eMrbr ,a. oeoeesiM1 Eeoiks mNbN1+r msgebN u. raa Sleoc arb0. Rewrbeaw, 1s. ".eawe~In ab, N+M nsrnwn/
IeaamaM MYdNuarw/lama V.S NnnE Fperi Ebersyl./gryiy,Y~ ,p) L:oYplt1a6,1 rmoe.a dwioeE 18ptl11
Homemaker own home ^M. flYn Married Garnet S. Graham
Ia flwme'e Yri'9.eseeFlr.M. aW/pen, ebb. ap mtlel 7MeNnae
25 Stonehedge Dr. earRrpr.. n..er. PA uq°,.n°:'°'"" „~.®w,e1p0,,,~„db S. Middleton
TwmelYp7 Tea
Carlisle, PA 17015 1m.cwNY C,mh rland 1Ta^NN,pwwe owe aNm
..10. Febefe NmelFM nWle,,b6 rmy 19. YO1iMeIMeN;a.nN4nsleen sewn) MuI1Mbd (Y,/Naa
Andrew Peter Jacobs Mary Agnes Sullivan
¢r.ltle,nery'e Nsn RM.IRYe
Sue G. Lee mD.bbnM'e Yeeq,WYMrINewt ary/bea ebr, eb sb)
1009 Forbes Rd., Carlisle, PA 17013
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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
RecordAS Office for permanent filing.
i~ ~~~..tie~.~~' NUy 3 0~ 2009
Local Registrar Date Issued
[NmeaNm FbmN lp, ~-. o~o_~~x ~ Cry: srt a-~1d~. p . ~ .
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LAST WILL AND TESTAMENT
OF
RITA J. GRAHAM
I, RITA J. GRAHAM, now domiciled in Dauphin 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
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
for any such taxes which become payable as the result of any property over which I have the power
of appointment.
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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 thirty (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 N
I give and bequeath the sum of TWENTY THOUSAND ($20,000.00) DOLLARS to my
daughter, SUE ELLEN LEE, of Cumberland County, Pennsylvania, with the request and
understanding that she will use such funds to open a bank account to be used at her discretion as
needed to provide for the comfort and special needs of her sister, CAROL GRAHAM, of
Cumberland County, Pennsylvania.
In the event that SUE ELLEN LEE shall fail to survive me by ninety (90) days, then the sum
of TWENTY THOUSAND ($20,000.00) DOLLARS to be paid to SUE ELLEN LEE on behalf of
CAROL GRAHAM shall be paid to my son, JEFFREY GRAHAM, of Dauphin County,
Pennsylvania, with the request and expectation that he will use the funds at his discretion to provide
for the comfort and special needs of his sister, CAROL GRAHAM,
In the event that JEFFREY GRAHAM shall fail to survive me by ninety (90) days, then the
sum of TWENTY THOUSAND ($20,000.00) DOLLARS to be paid to JEFFREY GRAHAM on
behalf of CAROL GRAHAM shall be paid to my son, DOUGLAS GRAHAM, of Cumberland
County, Pennsylvania, with the request and expectation that he will use the funds at his discretion to
provide for the comfort and special needs of his sister, CAROL GRAHAM,
-2-
Article V
All the rest, residue and remainder of my estate, of whatsoever nature and wheresoever
situate, I g ive, d evise a nd b equeath I N E QUAL S HARES t o S UE ELLEN LEE, JEFFREY
GRAHAM and DOUGLAS GRAHAM.
If one of my beneficiaries predeceases me or fails to survive me by thirty (30) days, I
give, devise and bequeath the shaze he/she would have received to my remaining beneficiary who
survives me by thirty (30) days, PER CAPITA, NOT PER STIRPES.
Article VI
I nominate, constitute, and appoint SUE ELLEN LEE as Executrix of my Last Will and
Testament. In the event of the renunciation, death, or inability to act, for any reason whatsoever of
my Executrix, I nominate, constitute and appoint JEFFREY GRAHAM and DOUGLAS
GRAHAM assuccessor Co-Executors of my Last Will and Testament. I direct that my Executrix or
successor Co-Executors 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 shazes and to file any
qualified disclaimer I could have filed if living. My Executrix or successor Co-Executors shall
receive reasonable compensation for services rendered to my estate.
Article VII
In addition to the powers conferred by law, I authorize my Executrix and successor Co-
Executors, 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,
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(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 determine the value of any
such property,
(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 alone or with others, any business in which I am engaged in, or have an
interest in at 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.
IN WITNESS WHEREOF, I, RITA J. GRAHAM, hereby set my hand to this my Last Will
and Testament, on rllCtr~.P~ 14 2004, ,Harrisburg, Penns vania//~/.
~i'a~`ZQ'~
TA J. G AM
In our presence, the above-named RITA J. GRAIiAM signed this and declazed 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.
Name Address
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Sy S Sir TFic»-~a5 L'-~.
f~rres~~.r-q P,¢c7rc~9
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I, RITA J. GRAHAM, 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
RITA J. GRAHAM, the Testatrix
on I'1'1GrCD~ I q 2004.
Not Public
tpwgt~7wr~ ~ t~
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RITA J. G
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 sign 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 Will as witnesses, and
that to the best of our knowledge, that she was at that time eighteen (18) years or more of age, of
sound mind, and under no constraint or undue influence.
Swom to or affirmed and
subscrib to before
by
and ~/uc~~ ~Za2rs~/Q ,
witnesses, on _Llr~-''C~ I G , 2004.
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Witness
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fitness