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HomeMy WebLinkAbout03-26-10 (3)PETITION FOR PROBATE AND GRANT OI{ LETTERS REGISTER OF WILLS OF CUMBERLAND COUNTY, ]PENNSYLVANIA Esta[e of LOIS J. SUMMERS File Number i~(~ / ~ `~ ~~ / also la~own as ,Deceased Social Security Number 162-22-5792 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 EXECUTRI:K named in the last Will of the Decedent dated NOVEMBER 22, 2006 and codicil(s) dated N/A (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. n.; db.n.c.t.n.; pendentelite; durantearisentia; durantemrnoritnte) Petitioner(s) after a proper search has /have ascertained that Decedent left no Will and was survived by the following s~se (if any) weirs: (/f _, Administration, c. t. a. a• d.b.n.c.ta., enter date of Will in Section A above and complete list of heirs.) ~_ ~ em - ~ , :.}_U r, Name Relationshi a Resid'etii~T..~ -C _ - - -. -G t'-~ - ; S___ , , a -__-. i f~"i {_`~ ,, Decedent, then 83 years of age, died on MAY 12, 2010 at HARRISBURG HOSPITAL Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property $ 240,000.00 (If not domiciled in PA) Persona] property in Pennsylvania $ (If not domiciled in PA) Personal property in County $ Value of real estate in Pemisylvania $ 100,000.00 situated as follows: 522 TERRACE DRIVE, NEW CUMBERLAND, PA 17070 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 nature T ed or rioted name and residence JOAN L. STOUFER 2020 KENSINGTON STREET HARRISBURG, PA 17104 Form RGV-02 rev. !0.!3.06 Page 1 of 2 ,._.. ~ = (COMPLETE INALL CASES:) Attach additional sheets if necessary. ~ r - .~" Decedent was domiciled at death in CUMBERLAND County, Pennsylvania with his /her last principal residence at ~ 522 TERRACE DRIVE, NEW CUMBERLAND, PA 17070 (List sn~eet address, toinn/crry, township, county, state, zip code) 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 the 1 a ~ day of ~(~:3JJ For the Register C Signah e f Personal Representative Signature of Personal Representative Signature of Personal Representative N ~- ~ c~ ~;t:> ~n N ,~.:~C7-,f.a ~ FileNumber:_ li/~~~`~31 -!~ Ts Estate of LOIS J. SUMMERS .G" t,C` Deceased ~.:.~ j -; i ~ C_- . Social Security Number: 162-22-5792 Date of Death: MAY 12, 2010 AND NOW, ~ , ~, in consideration of the foregoing Petition, satisfactory proof having been presented bef e me, ITS CRE D a Letters are hereby granted to ~,.f~/~AJ ~-- and that the instrument(s) dated f'{~y{,</,yy~,j%~,,, ~ %7~ ~~o described in the Petition be admitted of probate and' fi~le`dso-f-rTec-ord as the last Will (and Codicil(s)) of Decedent. FEES Letters ............... $ ca.: Short Certificate(s) ........ $ " • o~ Renunciation(s) .......... $ ... $ /~~ ~`~ ... $ Z_so ~7r~lhfivn ... $ ~ ... $ ... $ ... $ ... $ ... $ ... $ TOTAL .............. $ 7SU $~" Attorney Signature: Attorney Name: SHELLY J. KUNKEL Supreme Court I.D. No.: 64485 Address: 109 LOCUST STREET HARRISBURG, PA 17101 Telephone: 717-236-9301 in the above estate Fw•m RW-02 rev. 10.13.06 Page 2 of 2 21~~~~C~~~r ~! :`,L~ ~EC~I~TI~AaF~"~ GIE~'~~~t~,A`~IC~N ~F C~~a~~'F~ °,7,a.~~1P~Ni.~~ Ik ~s illegal t~ cl~~a~ic~le tb~s ~r~~~~r ~~)y ~~h,~lo 9tai gat ~Ihpto~;tra~tr.. ,, '••~!~){ 1l A;, I171~ ;~ I ~~Ctl IL.I, ihi Illl(1)Il1C1Uy)n Ill•Ct ,'i1CR 1h ~G -~~;~~ Ilfl ,li +I '1~)i fl'l1i ;11')Il ~II11~~EfLltll~tlC 111 ~)C~t(~1 '~. r{~ v Ch~ I llr 1111 1 li~l J31' , ',I~t'._tl KCY t`;ll'111. ~ hC <,I1~'Itl~ll ^t•.. tl~- ~' ,~~ ~ ,~ I~II,~I ~~•I ;y,~ i•Il~y:lr,lc~i t~l thy' tital~ ` 1 Y Ae = .l s~ l CFA ) li ,,. r •,I h n,uiru! iilin~~- P I~~~UO~~ ~~ A .` ~D_ ~ - ~ ~.~~ `ri ,, I; I)ill~ Iti~ucc( -- ,~ <l. `--~ t-' Qy C'_ a- __ r _,. __, r = - - ~ t Y_ rte %_ _' _ ; ~.._ i.._`. R~UJ<-_ ' C`IuJ' ~-1 t nlos-~~,; aev'}FSOO6 ~ y-- U -1 •,~ COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS 1, E PRINT 7N ~~ w6 ^_ (:. ERasaNE ~ - Ch -:> CERTIFICATE OF DEATH al.>~K iNlc ... .~c~ , p C~ -% (See instructions and examples on reverse) STATE FILE NUMBER I ;RifrM d Daceoam ,fuy. ~. uy. sums) 2 Ses 1 Soot Secwry Na1aBr 1. Daam IMmm. . yearl LOIS J. ~MMERS Female 162 - 22 - 5792 5 Aga ,Lasl Bvebayl UMer I ear UMy t y 6 Dale of ~y IMOnm. y ear 7 & lace Ci and sole a lee cant I Ba Place d beam Cneca «wl 8 3 Ma^.ins bars Wows Myalas nospnal yr6 Jan. 22, 1927 Harrisburg, PA ., / D'ner Ld'~ palwm ^ ER ; Oumalwn ^ DoA ^ r~,rslrg N«n. ^ Res,a.nw ^ omer ~ satyr 80 Cowry d Deals & Cary. 2ao. Trop. ul Oeam BU. FaciWy Name ill na ntselWan, qya se9el ano nwn0en 9 Was Daceoenl d n nPana Orgn~ ®"b ^ vas 10 Race. Anrraan in0an. BNU WrW. ae Dauphin Harrisburg Harristxn-g Hospital '°YB5'~ryD°°an IsParrm Meixan, Puerto RKan, ea / White 11 Oecaeanl'S Usual Oa eon ,Kn° d wors OoriB Wr moy d ye. Do npl slalB reereal 12. Wu DeceyN ever a ma 11 DK•ynl'S Eacdeon ,$penry «Yy mgney gray iompyl6e) 11 Marlpll Sldlus Marreo. Never Marnee. 16 $urvw Kva d Wwa Kne d BuSaeSSr Irrdmry U $. NmeU Folcas? Waowvq. Dwwceo (terry/ a9 $POwse IM wde, pre 'IMaan ^arrall Bookkee r Elementary / seconeary ,o-lz, caNge ,,.a or s., Store & Movin ^ Y.a ®Fb 12 Never Married 16. DeceeeN's MaSng Aoaess ISOeet. Wry; town, sou. zip coral Oecedenl's PA Dro Decays 522 Terrace Dri Ve Actual ResKlencs 77a. SNte Uvun a 17p. ^ yu, Deceynl Uvao a New Ctmberland PA 17070 T°~"~' T`0 Y ,rocwNy CUMBII2iANn ,7e ~NO,DeceynlUweowyma, New Cumberland Acelar Umts d CMrBao I B. Famer's Name IFust mrode. asl. sufeal 19 MoIMr s Name IFny. made. maaen sumamel Thomas R. Summers Norine Greene 20a INamarns Name IT Prmll 200 InmmMnl's Alarwg Aooress Istrey, ary rows, sou. ip axfel Joan L. ~touffer 2020 Kensington St., [i~lrrisburg, PA 17104 2la Memoo d aspos Ian ®aema0a, ^ Donnas 210 Dau W aspoy0on IMOnm. y Y rear) 21 c. 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SUMMERS, of the Borough of New Cumberland, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this to be my Last Will and Testament, hereby revoking and making void all previous Wills and Codicils heretofore made by me. FIRST I order and direct my personal representative hereinafter named to pay, to the extent possible out of my residuary estate, all of my just debts, funeral expenses and expenses involved or connected with the administration of my estate, including all estate, inheritance or other death taxes (other than generation-skipping taxes) and all interest and penalties thereon imposed, as soon after my death as reasonably possible. However, my personal representative need not accelerate and pay those unmatured obligations which, in her opinion, it might be proper and more advantageous to retain or renew and pay as they become due and payable. It is my further desire that -upon my death, my body will be cremated and any costs will be expended from my estate for this purpose. r-,~ c.7 ~.:;; _ ~__ ~:,~ _, -r t7 ~~ -~ ~` ` (-i } P „r t C_..J .. i r... i ~ - ., l ti _ ' 1 ~ .. a ~_, Page 1 of 9 `~ r LAST WILL AND TESTAMENT OF LOIS J. SUMMERS SECOND It is my request that any pets that I may own at the time of m;y death shall be humanely euthanized as soon after my death as is practicable and the same paid for by my personal representative from the assets of my estate. I further direct my personal representative to sell my residence acid all appliances contained therein, either publicly or privately, and to add the proceeds of such sale or sales to my residuary estate to be disposed of as hereinafter provided. THIRD I specifically give and bequeath the following property together with all insurance proceeds thereon as follows: (a) my 2001 Saturn vehicle, my household furnishings, my clothing and shoes to THE SALVATION ARMY FAMILY SERVICES, 1122 Green Street, Harrisburg, PA 17102. In the event that I no longer own the 2001 Saturn at the time of my death, this bequest shall lapse and any replacement vehicle I may have acquired shall instead be added to my residuary estate; (b) my service of "Friendly Village" dishes and silverware to my friend, MARIE FETRO W; ~c) my personal computer, television, DVD and VCR machines to my friend, JOAN L. STOUFER; and (d) my tools and equipment stored in my outdoor shed to my friend, MARK GRABUSNIK. ~.: ~ ~, ' Page 2 of 9 LAST WILL AND TESTAMENT OF LOIS J. SUMMERS In the event I do not possess the above referenced property at the time of my death, my estate shall not be obligated to obtain these items, and all of said bequests shall lapse. FOURTH I further bequeath the following amounts as general pecuniary bequests: (a) One Thousand ($1,000.00) Dollars to THE SALVATION ARMY FAMILY SERVICES, 1122 Green Street, Harrisburg, PA 17102; (b) One Thousand ($1,000.00) Dollars to THE CARTER CENTER, INC., Atlanta, Georgia; (c) One Thousand ($1,000.00) Dollars to REDEEMER LUTHERAN CHURCH, 413 South 19`" Street, Harrisburg, PA 17104; (d) One Thousand ($1,000.00) Dollars to the HUMANE SOCIETY OF HARRISBURG AREA, East Shore Shelter, 7790 Grayson Road, Harrisburg, PA 17111; (e) One Thousand ($1,000.00) Dollars to HELEN O. KRAUSE ANIMAL FOUNDATION, INC. (HOKAFI), of Dillsburg, Pennsylvania; (~ One Thousand ($1,000.00) Dollars to DISABLED AMERICAN VETERANS, P.O. Box 14301, Cincinnati, OH 45250-0301; (g) One Thousand ($1,000.00) Dollars to the CHILDREN'S CANCER RESEARCH FUND, Donor Service Center, P.O. Box 7006, Albert Lea, MN 56007-8006; (h) One Thousand ($1,000.00) Dollars to my friend, MARIE FE'TROW, currently of 208 Senate Avenue, Apartment 804, Camp Hill, PA 1701 l; and ~~''`~'~ Page 3 of 9 LAST WILL AND TESTAMENT OF LOIS J. SUMMERS (i) One Thousand ($1,000.00) Dollars to my friend, JEANNETTE C. DITZLER, currently of 104 North Second Street, Wormleysburg, PA 17043. In the event that any individual or entity above named should prf:decease me or fail to be in existence at the time of my death, I direct that such gift(s) shall lapse and be added to the residue of my estate. FIFTH I give, devise and bequeath the rest, residue and remainder of my estate, together with all insurance proceeds thereon of whatsoever nature and wheresoever situate to my friends, KAREN KITZ, currently of 6515 Sherwood Road, Baltimore, MD 21239, FRAN~'ES KITZ, currently of 17 Wagon Wheel Road, Glen Arm, MD 21057, and JOHN KITZ, currently of 17 Wagon Wheel Road, Glen Arm, MD 21057, providing that each survives me by thirty (30) days, in equal shares, per capita. In the event that none of my aforesaid residuary beneficiaries so survive me, then I give, devise and bequeath all the rest, residue and remainder of my estate to the HUMANE SOCIETY OF HARRISBURG AREA to be divided as follows: (a) Fifty (50.0%) Percent to the East Shore Branch, 7790 Grayson Road, Harrisburg, PA 17111; and (b) Fifty (50.0%) Percent to the West Shore Branch, 710 Eppley Road, Mechanicsburg, PA 17055. \' , Page 4 of 9 LAST WILL AND TESTAMENT OF LOIS J. SUMMERS SIXTH I grant my personal representative the following powers in addition to and not in limitation of such powers as my personal representative shall hold by law: (a) To retain all property received including the stock of any corporate fiduciary acting hereunder, provided such property remains productive. (b) To join in any corporation, partnership, recapitalization, merger, reorganization or voting trust plan; to delegate authority with respect thereto; to deposit investments under agreements and pay assessments; and generally to exercise all rights of investors, including but not limited to, the voting of sharf;s. (c) To manage, operate, repair, improve, mortgage or lease on any terms any real estate held or owned by my estate. (d) To operate any business that I may own at my death. (e) To invest any funds of my estate in any stocks, bonds, notes or other securities or property, real or personal, without regard to the principle of diversification or any other statute or general rule of law in her absolute discretion, it being my intention to give my personal representative the broadest investment powers possible, providing such investments do not unnecessarily prevent the prompt settlement of my estate. (~ To sell or otherwise dispose of any property, real or personal, tangible or intangible, at any time forming a part of my estate in any manner and on such terms and conditions as my personal representative shall see fit in her absolute discretion. r- ~~ ~. Page 5 of 9 LAST WILL. AND TESTAMENT OF LOIS J. SUMMERS (g) To borrow money for the payment of taxes or for any other proper purposes in the administration of my estate, and to mortgage or pledge estate assets as security. (h) To compromise claims without court approval including, but not limited to, any controversies with the United States of America or the Commonwealth of Pennsylvania concerning estate and inheritance taxes on any interests that may pass under this my Last Will and Testament. (i) To distribute in cash or in kind upon any division or distribution of my estate. (j) To undertake any and all acts deemed necessary and proper by my personal representative for the proper, advantageous and prompt management of the settlement of my estate. (k) In general, to exercise all powers in the management of my estate which any individual could exercise in the management of similar property owned in his own right, upon such terms and conditions as to her may seem. best and to execute and deliver all instruments and to do all acts which she deems necessary or proper to carry out the purposes of this, my Last Will and Testament. SEVENTH No interest of any beneficiary of my estate, either in income or in principal, shall be subject to anticipation or pledge, assignment, sale or transfer in any manner, nor shall any beneficiary have the power in any manner to charge or encumber his or her interest either in income or principal, nor shall the interest of any beneficiary be liable or subject in any manner while in the possession of my r.. personal representative for the liability of such beneficiary. `i , A', . Page 6 of 9 LAST WILL AND TESTAMENT OF LOIS J. SUMMERS EIGHTH I nominate, constitute and appoint my friend, JOAN L. STOUFEF;, as personal representative of this my Last Will and Testament. In the event my friend, JOAN I,. STOUFER, is deceased, unable or unwilling to serve or shall cease to serve for any reason whatsoever, then I nominate, constitute and appoint my friend, MARIE FETROW, as personal representative of this my Last Will and Testament. I direct that my personal representative shall not be required to give or post bond for the faithful performance of her duties in this or any other jurisdiction. IN WITNESS WHEREOF, I hereunto set my hand to this my La;;t Will and Testament this ~'< v .., ~, ., , -' day of .~ j ;~'~~--rr -~`~..,:.' ; , 2006. WITNESS: _. ~J ~~ ,,._ . '' . r; ._- .c.~_..-., .. r L~S~"~. SUMMERS Page 7 of 9 LAST WILL AND TESTAMENT OF LOTS J. SUMMERS ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS. I, LOIS J. SUMMERS, the 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 and Testament; that I signed it willingly, and that I signed it as my free and voluntary act for the purposes therein expressed. ;,_... ~, . ~'"Z, I,S J._.I1NIIGIERS Sworn or affirmed and acknowledged before me by LOIS J. SUMMERS, the Testatrix, this ,~,; {!,~~,.f~;;~, day of ~~` ~"~ 2006. COU~UONINc:?~Tr' fJ~= r=~NSYL'v4~'i~^~. ti.~; gal eal ~ ~~' '~~ ~~ ~~ L' ti fi ~' ~ r ~4~ N , 1-. r'~~r ~c;iri:~~isian t:~:pirss Fab..7, 2i?ib I ~Y _n._~..._...________ n:.~ 9'St:;, U ~ ~.V .Jta tic::: Page 8 of 9 LAST WILL AND TESTAMENT OF LOTS J. SUMMERS AFFIDAVIT ~.~.... .~ ~ ') .. ~, Sworn or affirmed and subscribed before me by .~ r t~'y .'7 . f ,e COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS. ~ and ~ ~:;~ , ~ ~% '~t'..~, ylr'"l ~'~"; ~,,~ .~~ V' the witnesses whose names are attached to the foregoing document, being duly qualified according to law, do depose and say that we were present and saw Testatrix sign and execute the instrument as her Last Will and Testament; that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each subscribing v~itness in the hearing and sight of the Testatrix signed the Last Will and Testament as witnessed and that to the best of our knowledge the Testatrix was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. and ``~~~ , ~'~~.~ f.> y~, ~.,~ ~'~~- Y~", (~ e% ~ this ~~ -'~ day of `L'~ ~~4`1~~~ C°~ r , 2006. ~ ~Nwi=s;~I~s ur= ;--~r~NSVLu,~ ~ ~ rte. Notarial Seal ' ~~'s ~ Lacy ay, N ub!ic Camp ~-+;~! Bn~• ,,~.,. ~-~ ~~"^a:,t~~ r _..__. o~ ~' ~, f~ ..~-~ r NOT P BLI ' --~ COMMONWEALTH GF PENNSYLVANIA Page 9 of 9 Notarial Seal Lacy A. Jay, Notary Public Camp Hill Boro, Curnberland saour~ty My Commission Expires Feb. 17.2U10 Member,P©rinsylv~niaAscciaur. c#,,;;f~=,r,~-