HomeMy WebLinkAbout04-15-10PETITION FOR PROBATE AND GRANT OF LETTERS
REGISTER OF WILLS OF CUMBERLAND
Estate of JANET L. BOOKWALTER
also known as
Deceased
COUNTY, PENNSYLVANIA
File Number ~/ L (J ^ ~ L u~
Social Security Number 202-20-7456
Petitioner(s), who is/are 18 years of age or older, apply(ies) for:
(COMPLETE 'A' or 'B' BELOW.)
® A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is /are the CO-EXECUTORS
last Will of the Decedent dated MAY 7, 1999 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
(If applicable, enter: c.t.a.; d.b.n.c.t.a.; pendente life; durante absentia; durante minoritate)
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 db.n.c.t.a., enter date of Will in Section A above and complete list of heirs.)
(COMPLETE INALL CASES:) Attach additional sheets ijnecessary.
Decedent was domiciled at death in CUMBERLAND County, Pennsylvania with his /her last principal residence at
806 LISBURN ROAD. SOUTH MIDDLETON TOWNSHIP. CARLISLE CUMBERLAND COUNTY PENNSYLVANIA 17015
(List street address, town city, township, county, state, zip code)
Decedent, then 82 years of age, died on MARCH 29, 2010 at 806 LISBURN ROAD, SOUTH MIDDLETON
TOWNSHII'. CUMBERLAND COUNTY, PENNSYLVANIA
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property $ 7,000.00
(If not domiciled in PA) Personal property in Pennsylvania $
(If not domiciled in PA) Personal property in County $
Value of real estate in Pennsylvania $ 141,000.00
situated as follows: 806 LISBURN ROAD, SOUTH MIDDLETON TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA
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:
Si lure T or rinted name and residence
B~Fd-~ DENNIS R. BOOKWALTER, 51 RIDGE DRIVE, CARLISLE, PA 17015
.. RALPH P. BOOKWALTER, 8012 MERCER DRIVE, CATLETT, VA 20119
named in the
Form RW-O2 rev. 10.13.06 Page 1 Of 2
Oath of Personal Representative
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
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
before me the ~ day of
C~
„f"' 'l
For the Register
r of Personal Representativ
,~
Signature of Personal Representative N
C7 ~' ~r7
G ~ o Isl'"1 ~"~'L
Signature of Personal Representative -~ ~ ~ t " -~~
File Number: %~ ~i~~~~o ~ ~ ~? ~`.
~ ~'> ~ -
Estate of JANET L. BOOKWALTER ,Deceased '~
Social Security Number: 202-20-7456 Date of Death: 03/29/2010
AND NOW, ie, ~J ~~ick e'~i Z_, , !J/D , in consideration of the foregoing Petition, satisfactory proof
having been presented before me, I S DE REED that Letters TESTAMENTARY
are hereby granted to DENNIS R. BOOKWALTER AND RALPH P. BOOKWALTER
in the above estate
and that the instrument(s) dated
described in the Petition be admitted to
FEES
and filed of record as the last Will (and Codicil(s)) of Decedent.
Letters ............... $ 260.00
Short Certificate(s) ........ $ 8.00
Renunciation(s) .......... $
JCP ... $ 23.50
AUTOMATION FEE , , $ 5.00
WILL .. $ 15.00
... $
... $
... $
... $
... $
... $
TOTAL .............. $ 311.50
Form RW-02 rev. 10.!3.06
Supreme Court I.D. No.: 49811
Address: IRWIN & McKNIGHT, P.C.
60 WEST POMFRET STREET
CARLISLE, PA 17013
Telephone: (717) 249-2353
Page 2 of 2~
Attorney Name: STEPHEN L. BLOOM, ESQUIRE
_ _ _ _
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LOCAL REGISTRAR'S CERTIFICATION OF DEA•~H
WARNING: It is illegal to duplicate this copy by photostat or photograph
Fee for this certificate, $6.00 this is to certity mat the mtormation Here given is
correctly copied from an original Certificate of Death
duly filed with me a~, Local Registrar. The original
certificate will he forwarded to the State Vital
Records Office for permanent filing.
P 16355460 ~~~+,~,r Aqk z /2otn
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2010 APR 15 PM 2~ 54
LAST WILL AND TESTAMENT CLEFIK CF
c~Rpr~, s CouRT
r. f u J v~..i i".A
I, JANET L. BOOKWALTER, of South Middleton Township, Cumberland County,
Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare
this to be my Last Will and Testament, hereby revoking any and all former Wills or Codicils by me
made.
1.
I direct that all my legally enforceable debts, funeral expenses, testamentary expenses and
all inheritance taxes (whether such taxes may be payable by my estate or by any recipient of any
property) shall be paid from my residuary estate as soon as practicable after my decease and as part
of the administration of my estate. My personal representative shall havf; no duty or obligation to
obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other
property not passing under this Will.
2.
I give, devise and bequeath all of my estate, both real and personal property, in the following
manner:
a. Fifty (50%) percent thereof unto my son, RALPH P. BOOKWALTER, absolutely.
b. Fifty (50%) percent thereof unto my son, DENNIS R BOOKWALTER, absolutely.
c. In the event that either of my said sons shall predecease or fail to survive me by at
least thirty (30) days and shall be survived by issue, then I give, devise and bequeath the share of
such deceased son unto my Trustee, intrust, for the following purposes:
(1) I direct that my Trustee shall hold, invest and reinvest the same, collect the
income arising therefrom, and after paying all expenses incident to the management of the
trust, to use and apply as much of the income and principal as may. be necessary in the sole
discretion of my Trustee, for the support, maintenance, well-being and education of the issue
of such deceased son, per stirpes.
(2) I direct that said beneficiaries shall have the right of withdrawal of the
Page 1 of 4 Pages
-O .
J.L.B.
principal and any accumulated income of said trust in the following manner: One-third (1/3)
thereof as each attains the age of twenty-one (21) years and the remainder thereof as each
attains the age of twenty-five (25) years.
(3) The share or undistributed share of either of my said sons who shall
predecease or fail to survive me by at least thirty (30) days and shall not be survived by issue
shall be distributed by my Trustee to my surviving son, absolutely, with substitution of issue
under the terms of this trust.
(4) To the extent that the same is permitted by law, no beneficiary hereunder
shall have any power to dispose of or to charge by way of anticipation any interest given to
such beneficiary; and all sums payable to such beneficiary hereunder shall be free and clear
of the debts, contracts, alienations and anticipations of the beneficiary, and all liabilities for
levies and attachments and proceedings of whatsoever kind, at law or in equity.
3.
I nominate, constitute and appoint my sons, RALPH P. BOOKW.ALTER and DENI`TIS R.
BOOKWALTER, as Co-Executors of my estate. In the event that either shall be unable or unwilling
to serve in such capacity, then the other shall act individually in such capacity.
. 4.
I nominate, constitute and appoint the survivor of my said sons, RALPH P. BOOKWALTER
and DEI~INIS R. BOOKWALTER, as Trustee under the terms of this Last Will and Testament.
5.
I direct that neither my personal representatives nor my Trustee shall be required to file a
bond to secure the faithful performance of their duties in any jurisdiction..
6.
I authorize and empower my personal representatives and Trustee, in their sole and absolute
discretion, to purchase or otherwise acquire and retain any investments of which I die seized or any
real or personal property of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose
of or grant options in regard to any or all property of any kind forming a part of my estate for such
terms and such prices as they may deem advisable; to borrow money for any purposes connected
Page 2 of 4 Pages
.~ ~_
J.L.B.
with the protection and preservation of my estate; to mortgage or pledge any real or personal
property forming a part of my estate or to join in or secure the partition of same; to compromise any
claims or demands of my estate against others or of others against my estate; to make distribution
in kind and to cause any shaze to be composed of cash, property or undivided fractional shares in
property different in kind from any other shaze; to employ agents, attorneys and proxies and to
delegate to them such power as my personal representatives and Trustee consider desirable and to
pay reasonable compensation for such services as may be rendered by such agents, attorneys and
proxies; and to execute and deliver such instruments as may be necessary to carry out any of these
powers. In addition, I direct that my personal representatives shall have the power to conduct an
inventory of any safe deposit box necessary to the administration of my estate.
IN WITNESS WHEREOF I have hereunto set my hand and seal this 7~' day of May, 1999.
(SEAL)
et L. Bookwalter
SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testatrix, as and
for her Last Will and Testament, in the presence of us, who at her request, have hereunto subscribed
our names as witnesses thereto, in the presence of the said Testatrix and of each other.
~~3~~
Page 3 of 4 Pages
.~
J.L.B.
~,
COMMONWEALTH OF PENNSYLVANIA )
SS.
COUNTY OF CUMBERLAND 1
I, Janet L. Bookwalter, Testatrix, whose name is signed to the attached or foregoing
instrument, having been duly qualified according to law, do hereby acknowledge that I signed and
executed the instrument as my Last Will; that I signed it willingly; and that. I signed it as my free and
voluntary act for the purposes therein expressed.
et L. Bookwalter
Sworn or affirmed to and acknowledged before me by Janet L. Bookwalter, the Testatrix,
this 7~': day of May, 1999.
No Public
Woterla sea
Sharon E. Bloom, Notary Pub11o
COMMONWEALTH OF PENNSYLVANIA Narth Mtddletora Twp., Cumberland CarMy
) hN Commiet~lon E>¢tires Aug. 5.2002
SS• Member, Penneyly~nlg Assodation of Notaries
COUNTY OF CUMBERLAND 1
We, ~~~1-,e„ L . "31 vor. and `~,.~: s ~ . ~a~,..~.~-t~er-
the witnesses whose names are signed to the attached or foregoing instrument, beiing duly qualified
according to law, do depose and say that we were present and saw Janet L. Bookwalter, the
Testatrix, sign and execute the instrument as her Last Will; that the Testatrix signed willingly and
that the Testatrix executed it as her free and voluntary act for the purposes therein expressed; that
each of us, in the hearing and sight of the Testatrix, signed the Will as witnesses; and that to the best
of our knowledge the Testatrix was at that time 18 or more years of age, of sound mind and under
no constraint or undue influence.
~~
Address ~/®o L~ 5 s G•,n ~~/
G.a~~~Sln~ A ~oi3
,~,~ jZ, ,,,,,G, -
FAG /" ~i S l.~ e / ~ / 7~ ~3
Sworn or affirmed to and subscribed before me this 7~ day of May, 1999.
7 .
. o Public ~•~/
Notaria sea
Sharon E. Boom. Notary PrbMc I
Page 4 of 4 Pages ~ r~~~ c c01i''y
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