HomeMy WebLinkAbout06-09-10r.
PETITION FOR PROBATE AND GRANT OF LETTERS
REGISTER OF WILLS OF ~- COUNTY, PENNSYLVANIA
-~ ~~
Estate of ~ ~- File Number ,~~ / Q ^ tJ ~~ ~~
also known as r Q ~'}
Deceased Social Security Number 1~ ~ ~ '~ y O
Petitioner(s), who is/are 13 years of age or older, agply(ies) for:
(COMPLETE 'A' or 'B' BELOW.)
^ A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is /are the named in the
last Will of the Decedent dated 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
(!f applicable, enter: c.t.a.; d.b.n.c.t.a.; pendente lire; durance absentia; dura~n~oritate) -=
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ca ~.
Petitioner(s) after a proper search has /have ascertained that Decedent left no Will and was survived by the following spi~many) a>~ieirs ~~~r
Administration, c.t.a. ord.b.n.c.t.a., enter date of Will in Section A above and complete list of heirs.) -r-;r ~,.tC--, '~ C:.:~> :~?
Name Relationship Reside>ace..,'~_' __ _ T";"
C`? ~ ' 7 A '_~.,,I
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(COMPLETE IN ALL CASES:) Attac% additional sheets if necessary.
Decedent was domiciled at death in ~?// ~f l~ `, A. ~ ~ County, Pennsylvania with his /her last pr r~ipal residence at
(List street address, towrdcity, towns(cip, county, state, zi~ code) ~ ((
Decedent, then ~_ years of age, died on~ r ~®t/Oat S _ G ~ J ~ ~- ~r `
Decedent at death owned property with estimated values as follows:
(If domiciled in PA} All personal property $ i~ • ~d d • `~
(If not domiciled in PA} Personal property in Pennsylvania $^!
(If not domiciled in PA) Personal property in County $_
Value of real estate in Pennsylvania $~... °'~ f3 '"
situated as follows:
Whe~~efore, Petitioner(s) respectfully request(s) the probate of the last Wiil and Codicil(s) presented with this Petition and the grant of Letters in the appropriate form to
the undersigned:
~ ~ Sienatgre Typed or printed name and residence I
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Fo~~m R 6V-0? rev. 10.13.06
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Page 1 of 2
Oath of Personal Representative
COMMONWEALTH OF PENNSYLVANIA
SS
COUNTY OF ~.t,~,~~~(a t?t~ t~„~
The Petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing Petition are true and con•ect to the best of
the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the )i?ecedent, Petitioner(s) will well and truly
administer the estate according to law. -. ~ ~'~
Sworn to or affirmed and subscribed
before me the ~~ day of
t~~ 2v t b
~~~~
For the Register
. Signature ojPersokal Representative
Signature oJPersonal Representative
Signature of Personal Representative
File Number: ~ ~T /~ ~ V ~ ~~
Estate of S/aQ, ~ ~ ~ ~ ~.,.~` Y ,Deceased
~~ `'k •' ~C~ '" ,~p ~ 7 Date of Death: JKIL~ L t'~
Social Security Number:
AND NOW, ~ Q(U , in consideration of the foregoing Petition., satisfactory proof
having been presented befo me, I S E ED t at Letters
are hereby granted to
in the above estate
and that the instrument(s) dated - - -
described in the Petition be admitted to probate and filed of recor as the last Will (and Codicil(s)) of D cedent.
~'
FEES
Lv Register o Wills
Letters ............... $
Short Certificate(s) ........ $ ~ •~~ Attorney Signature:
Re n iation(s) .......... $ ~"
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Attorney Name:
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Name of Decedent B - We ib ley
----_._ _
__-__________,~~__-_
~~,~t - -- . -_-_
Female __-__ ,social Security No. _-_
Sex 174 - 20 - 8887
___________ _ .____ __ __ June 4 2'010
___ D~t~~~ of D~~,~tl~ _____.__--- '
Se t. 4 1918 ~
p
Sirthplace
Date of Birth
! Elliottsburg, PA _
_
_
__~
_
_
_~___
_._. , _
_ ____ ____._._.__. ---__-__ _ __ ___ __ __.- _
--._.-
_
_
Place of Death- Carlisle Reg. Med. Center Cumberland S.Middletan Twp. Pennsylvania
" u 'v ~~dame .~ -
Race White ~, , Teacher _ ~;rri~~d For`,. 'r , ~~p~, ~° No
Decedent's
Marital Status __-Widowed _ Mailing Address-___1 Longsdorf Way
Carli
sle PA 17015
r ~ Sta?e
E. Weibley
Ronald
Informant James
FunE~r~~l ~:)irc;ct<~I" F. Nickel _~
__
--
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_ _ . _ _ _ --------__-_-
Name and Address of
Nickel Funeral
Home, P.O. Box 910,
Loysville, PA
17047
Funeral EstablishmE.,nt______ __----____.T__- ~--_--______-----._ _-_-_ _ _ __.____ _____ _-_ ___ -_-_ .__ ___~._____ _
Interval Between
Part I: Immediate Cap^se ~~~n,5et and Death:
Resp. failure
GI Bleed
(c} Severe Anemia
Part II: Other Significant Conditions
Manner of Death [7~~~c;~"it::r~~ i~~,,,~,~ ir~jur~~ .,~ccr.lrrc~c:i~
_
Natural Homicide _
~
__ _
~__
Accident iu Pendi~~ig Investigation ~__}
Suicide i J~ Could not be Determined
Name and Title of Certifie
Address<
G. Gamainn M.D.
___._
NI. iD., D.O., Coroner, M.E.}
CRMC, 361 Alexander Spring Road, Carlisle, PA 17013
This is to certify that the information here given is c~~rrr~ctiy~ #~c~,:~ied fror77 ~~r~ origil-~al certificate
of death duly filed with me as Local Registrar. T~~e origir~irai c~}~tilicat~=_~ v~r~ll triE~ ic~rwarded to the
State Vital Records Office for permanent filir~~~.
Q, ~~ 50-455
-~r~ ,, ~.; ~ ;~, u~st~~~rv~.
June 4, 2010 101 Barnett St., New Bloomfield, PA 1706:8
Date #~ecei~ 'V t~v ' _~ ~. t,. ~ I4~~.trat _ 1. + ,it;. r- fah. ~~%wnship
LAST WILL AND TESTAMENT ~~~(~ ~~~
OF
SARA B. WEIBLEY
I, Sara B. Weibley, of South Middleton, Cumberland County,
i
Pennsylvania, being of sound and disposing mind, memory and
understanding, do hereby make, publish and declare this as and
for my Last "v~ill and Testament, hereby revoking all other Wills
and Codicils heretofore made by me.
FIRST
I direct the payment of my just debts and expenses of my last
illness and funeral from my estate as soon after my death a
conveniently may be done. I direct my body be interred in t
Rest Land Cemetery, Loysville, Pennsylvania.
Further, I authorize my personal representative to expe
funds from my estate, in such amount as my personal representati
shall consider necessary and desirable for the purchase, erection.
and inscription of a suitable marker for my grave.
All references to my son and daughters shall mean stepson,
SAIDIS,
LINI?S~
,crrox~s nT:inw
26 West High Street
Carlisle, PA
stepdaughters and their issue.
SECOND
I give and bequeath the following specific items as
hereafter set f orth to my son, Ronald E . Weibley : ~,~~ ~-- ~- ~~
r7-L ~ ~ .°~~ f 'y
a. ' ~~ ~,.y6 j . A ~ i
^_y..~ . . ...._
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ff,
SAIDIS,
LIND
nTrox~,~:uw
26 West High Street
Carlisle, PA
1. My seven (7) piece, antique oak bedroom set, together
with all comforters, linens and other bedding used
with the set;
2. My seven (7) piece, porcelain dresser set;
3. My maple dining room set, table, matching chairs and
hutch; and
4. My six (6) antique cane bottom chairs.
THIRD
All the rest, residue and remainder of my estate, I give,
devise and bequeath to my children as follows:
1. Twenty-five (25%) percent to my daughter, Donna J.
Hoffman, per stirpes;
2 . Twenty-five ( 2 5 % ) percent to my son, Ronald E .
Weibley, per stirpes;
3. Twenty-five (25%) percent, IN TRUST, for the benefit
of my daughter, Sarah Arlene Arndt, also known as
Arlene W. Arndt, on the following terms and
conditions:
(H) TG holes, ll'1Gi11agC, l~ v-est and reinvest the
principal so received, and accumulation of income
thereon, and to use, pay and apply the principal
and income as follows:
(1) To pay and apply the income to the
beneficiary at least quarterly.
2
(2) To invade the principal in the event of
illness or emergency as determined in my
Trustee's sole discretion for the benefit of
the beneficiary.
r,. _ ,
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(B) In the event that any beneficiary of this Trust
cannot provide for her basic support and
maintenance needs and is unable to maintain and
support herself from her own resources and
sources of income, my Trustee shall seek such
support for the beneficiary from public sources.
In such event, paragraph 3. (A) (2) of this Trust
shall be null and void and replaced by the
provisions hereinafter concerning the Special
Needs Trust.
(a) This Trust has specifically not been created
to supplant or replace public-assistance
benefits. My Trustee should, therefore,
SAIDIS,
FIAWER ~
LINDSAY
nTnox~v~s•~x uw
26 West High Street
Carlisle, PA
seek entitlements which are available to
members of the community who are
experiencing disabilities that are
substantially similar to those that the
beneficiary experiences. My Trustee shall
deny any request made by any agency or
governmental entity requesting disbursement
of trust funds to satisfy beneficiary' s
support needs.
(b) This Trust shall be held and administered
for the benefit of the beneficiary in
recognition that there may be a number of
personal needs other than basic support and
maintenance which may be unavailable to the
beneficiary except through this Trust. This
Trust is intended to satisfy those non-
support needs, as deemed appropriate in the
3
~~~
LIlVDSAY
26 West High Street
Carlisle, PA
absolute discretion of the Trustee. This
Trust is not intended to displace any source
of income otherwise available to the
beneficiary for their basic support (such as
food and shelter), including any
governmental assistance program to which the
beneficiary is or may be entitled. It is not
intended to be a resource of the beneficiary
and is not available to the beneficiary. It
is to be a discretionary spendthrift trust
created for non-support purposes.
(c) No part of the corpus of this trust shall be
used to supplant or replace any public-
assistance benefits received by or through
any county, state, federal or other
governmental agency.
(d) During the lifetime of the beneficiary, to '
the extent that benefits are not made
available to the beneficiary for other than
basic living expenses, including food and
shelter, my Trustee, in his absolute
discretion, may distribute from income and
principal to or for the benefit of the
beneficiary, for their needs other than
basic support. For the purposes of this
provision, non-support purchases include,
but are not limited to dental care;
unreimbursable medical and dental expenses,
including plastic and reconstructive
surgery, diagnostic work and treatment,
rehabilitative training and experimental
medical services; psychiatric/psychological
services; occupational therapy; prosthetic
devices; dietary needs and supplements; the
differential i:: cost between shelter for a
shared and private group home or room;
custodial care or supplemental nursing care;
recreation, cultural experiences, outings
and travel, including payment for others to
accompany the beneficiary; telephone and
television, including cable television;
reading and educational materials; exercise
equipment; unreimbursed therapy; and related
insurance. Trustee's discretion in making
distributions authorized hereunder is
absolute with regard to distributions from
4
the Trust estate, and shall be binding on
all interested persons.
(3) Upon the death of my daughter, Sarah Arlene
Arndt, my Trustee shall distribute the then
r-^.,
~~.
remaining principal and accumulated income
outright to her children, William Arndt,
Bryan L. Arndt and Donna J. Bivens, per
stirpes.
4. Twenty-five (25%) percent, IN TRUST, for the benefit
of my daughter, Doris A. Pina, and my granddaughter,
Shannon L. Nolan, on the following terms and
conditions:
(A) To hold, manage, invest and reinvest the
principal so received, and accumulation of income
thereon, and to use, pay and apply the principal
and income as follows:
(1) To pay and apply the income equally to each
beneficiary at least quarterly.
(2) To invade the principal in the event of
SAIDIS,
LINDSJ~
,~-ro~s.,+~:~.+W
26 West High Street
Carlisle, PA
illness or emergency as determined in my
Trustee's sole discretion for the benefit of
the beneficiary or beneficiaries.
(B) In the event that any beneficiary of this Trust
cannot provide for her basic support and
maintenance needs and is unable to maintain and
5
support herself from her own resources and
~~`
SAII~IS,
FIAWER ~
LINDSAY
26 West High Street
Carlisle, PA
sources of income, my Trustee shall seek such
support for the beneficiary from public sources.
In such event , paragraph 4 . (A) (2 ) of thi s Trust
shall be null and void and replaced by the
provisions hereinafter concerning the Special
Needs Trust.
(a) This Trust has specifically not been created
to supplant or replace public-assistance
benefits. My Trustee should, therefore,
seek entitlements which are available to
members of the community who are
experiencing disabilities that are
substantially similar to those that the
beneficiary experiences. My Trustee shall
deny any request made by any agency or
governmental entity requesting disbursement
of trust funds to satisfy beneficiary's
support needs.
(b) This Trust shall be held and administered
for the benefit of the beneficiary in
recognition that there may be a number of
personal needs other than basic support and
maintenance which may be unavailable to the
beneficiary except through this Trust. This
Trust is intended to satisfy those non-
support needs, as deemed appropriate in the
absolute discretion of the Trustee. This
Trust is not intended to displace any source
of income otherwise available to the
beneficiary for their basic support (such as
food and shelter), including any
governmental assistance program to which the
beneficiary is or may be entitled. It is not
intended to be a resource of the beneficiary
and is not available to the beneficiary. It
is to be a discretionary spendthrift trust
created for non-support purposes.
(c) No part of the corpus of this trust shall be
used to supplant or replace any public-
6
assistance benefits received by or through
any county, state, federal or other
governmental agency.
SAII~IS,
FIA`'VER &.
LINDSAY
nT-oxr~~xs~~ uw
26 West High Street
Carlisle, PA
(d) During the lifetime of the beneficiary, to
the extent that benefits are not made
available to the beneficiary for other than
basic living expenses, including food and
shelter, my Trustee, in his absolute
discretion, may distribute from income and
principal to or for the benefit of the
beneficiary, for their needs other than
basic support. For the purposes of this
provision, non-support purchases include,
but are not limited to dental care;
unreimbursable medical and dental expenses,
including plastic and reconstructive
surgery, diagnostic work and treatment,
rehabilitative training and experimental
medical services; psychiatric/psychological
services; occupational therapy; prosthetic
devices; dietary needs and supplements; the
differential in cost between shelter for a
shared and private group home or room;
custodial care or supplemental nursing care;
recreation, cultural experiences, outings
and travel, including payment for others to
accompany the beneficiary; telephone and
television, including cable television;
reading and educational materials; exercise
equipment; unreimbursed therapy; and related
insurance. Trustee's discretion in making
distributions authorized hereunder is
absolute with regard to distributions from
the Trust estate, and shall be binding on
all interested persons.
(3) Upon the death of my daughter, Doris A.
Pina, my Trustee shall distribute the then
remaining principal and accumulated income
as follows
(a) One third (1 j3 ) of the remaining
principal to Shannon L. Nolan as soon
7
after the date of death of Doris A.
Pina as conveniently may be done;
~~~
(b) One half (1/2) of the remaining
principal and accumulated income five
(5 ) years after the date of death of my
daughter, Doris A. Pina; and
(c) The balance of the remaining principal
and accumulated income ten (10) years
after the date of death of my daughter,
Doris A. Pina.
5. In the event the beneficiaries of the Trust provided
for in paragraph 4 are deceased prior to the
distribution of all principal and income, but are
survived by issue, then to their issue in further
single Trust on the following terms and conditions:
(A) To hold, manage, invest, reinvest the principal
so received, and accumulation of income thereon,
and to use, pay and apply the income and
prir~cipal or so much thereof as in Trustee's sole
SAIDIS,
FIAWER &.
LINDSAY
nTCV~~~ uw
26 West High Street
Carlisle, PA
discretion may be necessary for the maintenance,
support, medical expenses and education of my
beneficiaries whether the same be born before or
after the signing of these presents.
(B) The payments authorized by this trust shall be
made without any regard to equality of
8
distribution among beneficiaries and without
further responsibility to a beneficiary or to any
person taking care of a beneficiary. Said
/~~
payments may be made by my trustee directly to a
beneficiary, or such of them as may be, in the
sole opinion of trustee, of such age and ability
to handle properly the funds so paid, or may be
made directly to the person having custody and
care of beneficiary, or may be made directly to
any institution entitled to such payment by
reason of services rendered or to be rendered to
any of beneficiary .
(C) The amount to be paid for the benefit of
beneficiary shall be determined from time to time
by the need of beneficiary, and the amounts and
times of said payments shall be determined by
such need, provided that payments be made at
least monthly.
SAIDIS, j
hTAWER ~
LINDSAY II
26 West High Street ~
Carlisle, PA '~
(D) Ail payments of principal and income hereby given
shall be free from anticipation, assignment,
pledge or obligations of beneficiaries, and shall
not be subject to any execution or attachment.
(E} All principal and accumulated income, not so
applied, shall be distributed in equal shares to
the beneficiaries, per stirpes, when my youngest
9
then living great grandchild, by reason of
Shannon L. Nolan, attains the age of twenty-two
~" /~,~
(22) years. In the event Shannon L. Nolan is not
survived by issue, then to my children, per
stirpes.
FOURTH
As to all trusts provided for in this my Last Will and
Testament, all payments of principal and income hereby given
shall be free from anticipation, assignment, pledge or
obligations of beneficiaries, and shall not be subject to any
execution or attachments.
FIFTH
I direct that any and all inheritance, estate, and transfer
taxes imposed upon my estate passing under this Will or
otherwise shall be paid out of the principal of my residuary
estate.
SIXTH
In addition to the powers conferred by law, I authorize any
SAIDIS,
LINDS~
nT-ox~~s.,~:uw
26 West High Street
Carlisle, PA
personal representative, trustee or guardian acting under this
instrument, in his/her absolute discretion:
(a) To retain in the form received, or to sell either
at public or private sale any real or personal property;
(b) To exercise any options to subscribe for stocks,
bonds, or other investments.
10
(c) To join in any plan of lease, mortgage,
consolidation, exchange, reorganization or foreclosure of
any corporation in which my estate or any trust may hold
stocks, bonds or other securities;
(d) To sell, transfer, convey, mortgage, pledge,
lease or exchange any property, real or personal, which at
any time may form part of my estate, for the payment of
debts or taxes, or for any purpose of administration or
distribution, for such prices and upon such terms as they,
in their sole discretion, may deem wise, and to execute and
deliver deeds of conveyance or transfer thereof;
(e) To make settlements and compromises on such terms
as they, in their sole discretion may deem wise without the
necessity of obtaining any court approval thereof;
(f) To make distribution hereunder either in cash or
kind, as they, in their discretion may deem wise.
SEVENTH
I do hereby nominate, constitute and appoint my son, Ronald
SAIDIS,
LIND
26 West High Street
Carlisle, PA
E. Weibley, to act as Executor of this my Last Will and
Testament. Provided, however, that if he is unwilling or unable
to act as Executor, I direct the duties of Alternate Executor be
performed by Donna J. Hoffman.
EIGHTH
I do hereby nominate, constitute and appoint Co-Trustees
for all Trusts created by this my Last Will and Testament. The
11
Trustees shall be Ronald E. Weibley and a financial institution
authorized to provide trust services in the Commonwealth of
Pennsylvania as designated by Ronald E. Weibley. Provided,
however, that if for any reason, his designation of an
institutional co-trustee is not permitted, then the co-trustee
shall be LeTort management & Trust Company or its successor.
NINTH
I direct that no personal representative, guardian, trustee
or other fiduciary appointed under this instrument shall be
required to give bond for the faithful performance of their
duties in any jurisdiction.
IN WITNESS WHEREOF, I, Sara B. Weibley, have hereunto set
my hand and seal to this my Last Will and Testament, consisting
of twelve typewritten pages, the first eleven of which bear my
initials in the margin for identification, this c~'~`~ day of
~ 2009.
Sara B. Weibley, Tes rix
SAIDIS,
LINDS`~
~~:~W
26 West High Street
Carlisle, PA
12
Signed, sealed, published
Testatrix, Sara B. Weibley, as
Testament in the presence
our names at her request
of s estatrix and of
and declared by the above-named
and for her Last Will and
of us, who have hereunto subscribed
as witnesses thereto, in the presence
each other.
ADDRESS 26 West High Street
Carlisle, PA 17013
ADDRESS 26 West High Street
Carlisle, PA 17013
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
constraint or undue influence.
WE, Sara B . Weibley, ~ ~ ~r ~S and
~~'~"`y~ iv~~o~~~ the T statrix and witnesses, respectively
whose names are signed to the foregoing or attached 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 Testament and that she signed willingly and
that she executed as her free and voluntary act for the purposes
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 their knowledge the Testatrix was at the
time 18 or more years of age, of sound mind and under no
Sara Weibley, Testa rix
~~
Robert C. Saidis Witness
Bernyce Badowski ~ Witness
SAiDIS,
FLOWER ~
LINDSAY
aTrox~snT uw
26 West High Street
Carlisle, PA
Subscribed, sworn to and acknowledged before me by Sara B.
Weibley, the Testatrix, and subscribed to and sworn or affirmed
to before me by ^`~~ - i ~ ~ and ~t`Y~./~ ~~ /~'jac~pp~,f~~C~
witnesses, this~t ~ _ day of 2009.
~.
~pA Notary Public
~~ ~ lie 7 2411
13