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HomeMy WebLinkAbout08-09-10PETITION FOR PROBATE AND GRANT OF LETTERS EGISTER OF WILLS OF CUMBERLAND Estate of Beverly J Lohnes also kno as COUNTY, PIENNSYLV NIA File Number 21-10-0gd' ,Deceased Social Security INUmber 168-26-5547 Petitio s), who islare 18 years of age or older, apply(ies) for: (COMP TE A' or B' BELOW.•) ® A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the Executor named in the last Will the Decedent, dated [19/21/2AASIf and codicil(s) dated State relevant circumstances, e.g., renunciation, death o/executor, etc. Ext:ept a follows, Decedent did not many, was not divorced, and did not have a child bon or adopted after execution of the instrument(s) offered for probe ,was not the victim of a killing and was never adjudicated an incapacitated person: ^ B. Grant of Letters of Administration rca e, c.t.a.; ..n.c.t.a.; uantea n ; 'etition 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 4dminis lion, c.t.a. or d.b.n.c.t.a., enter date of Will in Section A above and complete list of t-eirs.) Name Relationshi Residence n' ° ~, ;~ ~ ~ ~; i'7". i ~.. ,~ ~ C~ .i .~j ~7 x ~ r7~_ _` ~ _' .1 ...7 (COMP TE /N ALL CASES:) Attach additional sheets if necessary. b ' N ~ ~ C) De(~dent was domiciled at death in Cumberland County, Pennsylvania with his !her last principal rje$idence ats? ~? 560 M aro Rd. Enola Cumberland PA 17025 (list sheet ss, tow-/dty, toNmshfp. county, state, zip code) Decedent then ~L years of age, died on 07/2812010 at Holy Sa int Hospital, East Pennsboro Tv'rs~., PA Decedent at death owned property with estimated values as follows: (If d miciled in PA) Ali personal property $ 4,000.00 (If n t domiciled in PA) Personal property in Pennsylvania $ (If n t domicled in PA) Personal property in County $ Val a of real estate in Pennsylvania $ ~ ~ 145.000.00 situated a follows: 560 Magaro Rd., Enola, PA 17025 Wherefore, the ts-ders Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented vvitlt this Petition and the grant of L ned: in the appropriate form to S' nature T ed or printed name and r 'dance Kevin R Lohnes 565 M Rd. Enola, A' 17025 ---- Form Rev. +a~3-2oos Copyright (c) 2006 form software only The Lackner Cxoup, Inc. Page 7 of 2 ~ .'. The the kna Oath of Personal Representative IWEALTH OF PENNSYLVANIA } SS of Cumberland } evtioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing Petition are true and corirect to the best of jdge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will wt#II and truly the estate according to law. Swum to r a~'irmed and subscribed before this ~_ day of , ~~~ /. n /'). .the Register nesvn~ n wrrnera~ Signature of Personal Representative Signature of Personal Representative File Number: ANC having b are and that 21 tti n ~~ © ~ t i"-~ G~'"~ C.~:~ ::17 Estate of Beverly J Lohnes ~'~ ;,-I~ ~ ~ {. ;;~1~ Social Security Number: 168-26-5547 Date of Death: 07/28/2010~~ N rr3 ~~ n ~- NOW, L~/O , in consideration of the foregoing f~etitlon ~tisfactory proof sett presented before me, I IS D CREE that Letters Testamentary .. y granted- to Kavin R Lohnes in the above estate Te instrument(s) dated 09/21/2009 in the Petition be admitted to probate and filed of record as the last Will (and Codicil(s)) of Decedent FEES Letters ......................................... $ 260.00 Short Ce ' sate(s) ....................... S 12.00 Renunaa " n(s) ............................ $ Ar Aut anon Fee $ 5.00 Aa JCS F e $ 23.50 lffve $ Will $ 15.00 TOT ........... - ........................ s~l5.s~= Supreme Court I.D. No.: Marielle F. Hazen Address: 2000 Linialestown'IR~d. Suite 202 Harrisburg, PA Telephone: 717-540-4332 ~~ Form RW~Z Rev. 10.13-2006 Copyright (c) 2006 form software only The Lackner Group, Inc. Page 2 of 2 _ ___ -r- T _ _. _ ZI -/o-fl~v~ OATH OF SUBSCRIBING WITNESS(ES) ISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA ;~ ~~ a Estate f Beverl J Lohnes '' ~; ~ ~ecease~? ' ~ i- ;' ~ C:~ -t7 ' ~ ~~~~ ~ ' ` r7 =-= .. =.r, ~ Mariells F. Hazen ~ ~ r. n C> ~ .;,. Mylene P. DePalma (each) a subswiping witness to (Print Names) the ® Wip ^ Codicil(s) presented herewith, (each) being duly qualfied according to law, d$pose(s) and say(s) hat she / he /they was /were present and saw the above Testator /Testatrix sign the same and th t she / he /they signed the same and that she / he /they signed as a vr/itness at the request of the estator /Testatrix in his /her presence and in the presence of each other; Hazen 1" (S~9na Mylene P. DePalma 2000 i lestown Rd. Ste 202 2000 Llnalestown Rd. Ste 2Q2~~ (StreetA ) (SfreetAddress) Ha PA 17110 Harrisbum. PA 17110 (caly, ware. ~) (crry, stare. zp) Exec ed in Register's t~ce Executed out of Register's Mice Sworn or affirmed and subscribed Sworn to or affirme d and subscril~beed before a this day Q befor me this-=D-day of of~d5-~-, a~~ . Deputy or Register of Wills Notary Publi My Commission Expires: 8~y~.?O// (Signature and seal of Notary or other official yuelifi Ip administer oaths. Show date of expiretlon of Ndtaty'~Gorrvnission.) COM6AOWVV ALTH OF PSN S LVANIA Carklrre Eppers VYaot~tgilre, pt~ ~ ~~~E>'ptis Mq. !1 X11 NOTE: T be taken by Officer authorized to administer oaths. Please have present the original or copy of instrument(s~ at time of notarization. Form RW Rev. 1413-2006 Copyright (c) 2006 form software only The Lackner Group, Inc. -_ _ _ - _ _ _ - -- L I._. , in<.Rna RF'V /m/07! Fee for this ,2/-/0-0~0~ LOCAL REGISTRAR'S CERTIFICATION OF DEATH WARNING: It is illegal to duplicate this copy by photostat or photograph. $6.00 :This is to certify- that the information here given is correctly copied frdna an original Certificate of Death duly filed with ,me as Local Registrar. The original certificate will' be forwarded to the State Vital Records Office for: permanent filing. P 16 87894 A ~a 2a~ Certificatio Number. Local Registrar Date Issued N G Cl f-7 i ~ ~ ~;, r "7 r,. C.7 ~ ~ r--... ,_. - - ~~'r1 ~ _ Y' 1 - ~j =~i N Y 9 xEV nappe COMMONYVEJILTH OF REHN8IFLVANIA .DEPARTMENT OF HEALTH • VITAL RECOWD$ ~ N " ~ s} CERTIFICATE OF DEATH ~' ~ r9sa k+7ateucdons read aznYada on:rsvxss) ,c ~ ~ ..,,moo <~: rw~. daaa.~ plat ~ rt R~ dr: Y^") z esl 7. Sowlr~ µrtir w Ow SevErly J .:2 6 .- 5 5 4 7 J . Lohnes Female 168 lly 28, 2010 a hP M1nl ehrr~Yl t lNdar 1 B: Dab d BM 7. rd rr-a k fMr d Ow6 ' . . Owt htaun rer Flrgw: Olrr. 7 7 vn. 1 2- 3 1-;19 3 2 Eno 2' a P A ®'pq~7a+ ~ es r oap.wm ^ as D ^ nrbnw, ^ aw - svaaw r. CuuNdOr1" lk qq, Baq i~A.aowh 7d. holly Nrwpl nafll/FMIOni ph+~pnaaad MniM) 9. YYy DrrdrkdlYpai¢Oa7M"? No Y~Y "p.ib:Nnrrn M6r,Brali,YlNb, qc. ~ t Cumberland ast Pennsboro Tw 1 iite Hol S irit }los 'tal Rrroaartire)- 1.Or~4A •oa d0r nel 12 Wr Dram wv b 7w 13 D~adrl'~ Edbrbn (l0atlb' ~Y ~~ lnd~ ariM~A la• ~d~DNerc~i0~(~.ay) ~~~ 15. 8uvN4q 9eaw ~ raN, P» npYrn amel KapdYYaM loddarrrr/~al,nY u.s. tinwa war? 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'" ,~, oar mi t°w"~~ ~ C.. an r , ~~ - . ry G~ I aZl ~I ~I /li I l' 4/G ~ ~ ~~` . ~ ~ ~ ~M G , l ., ~~„,,, ~ rra. a .r 9 ~ k G .Z - c7 '''~...,- LAST WILL AND TESTAMENT ~~ ~~~ - ~* f , , f- BEVERLY J LOHNES ~;_ - = -;-. . ;; ._~. ~ ~G? :~ I, BEVERLY J. LOHNES, now domiciled in Cumberland County, Pennsylvania, declare to be my Last Will. I revoke all other Wills and Codicils that I may have previously made. Article I be ~ My just debts and expenses of my last illness, funeral, and administration of my estate shall by my Executor from the principal of my residuary estate as soon as practicable after my Article II All inheritance, estate, and succession taxes (including interest and penalties hereon, but not any generation skipping tax) payable by reason of my death shall be paid but of and be generally against the principal of my residuary estate without reimbursement from any for of a This provision is not a waiver of any right which my Executor has to claim reimbursement such taxes which become payable as the result of any property over which I hive the power Article III I give, devise and bequeath my tangible personal property in accord~rtce with any I have handwritten or signed, located with my will or with my valualb~e papers and within 30 days of the probate of my will. Gifts may only be to persons who suuvive me or to which exist at my death, and if there is a conflict, the memorandum h~~ting the latest __ __ __r -~ shall govern. To the extent no such memorandum is found, or all of my tangible personal arty is not disposed of pursuant thereto, my tangible personal property shall be added to my uary estate and pass under Article V hereof. Article IV I give, devise and bequeath the following specific bequests: A. FIVE THOUSAND (S5,000.00) DOLLARS to each of my grandchildren, to be held in trust for their benefit, according to the terms in Articles''~II through IX hereof; B. FIVE HUNDRED ($500.00) DOLLARS to each of the following five (5) organizations: (a) THRU THE BIBLE RADIO, or its successor(s), of P.!O. Box 7100, Pasadena, California, for its general charitable uses and purposes; (b) SANDY COVE BIBLE CONFERENCE, or its successor(s), of North East Maryland, for its general charitable uses and purposes; (c) IN TOUCH MINISTRIES, or its successor(s), of R.d. Box 7900, Atlanta, Georgia, for its general charitable uses and purposes; (d) BILLY GRAHAM EVANGELISTIC ASSOCIAI'~'ION, or its successor(s), of P.O. Box 799, Minneapolis, Minnesota, fog its general charitable uses and purposes; and (e) ENOLA EMMANUEL UNITED METHODIST CHURCH, of Enola, Pennsylvania, to be used in Missions. _2_ _i-- .. Article V All the rest, residue and remainder of my estate, of whatsoever nature and wheresoever I give, devise and bequeath to my son, KEVIN R. LOHNES, of Cumberland County, vania, per stirpes. If a beneficiary does not survive me by thirty (30) days, but leaves who survive me by thirty (30) days, those descendants shall receive, per stirpes, the the beneficiary would have received had he or she survived me by thirty (30) days. The shaze of ~ny deceased beneficiary who does not have living issue shall be divided and distributed to my beneficiaries, per stirpes. Article VI It is my intent that all life insurance, annuities, individual retirement accounts and any other in which I may designate a beneficiary will pass to the beneficiary that I have named and will not~be controlled by the provisions of this Will. It is also my intent that any assets I own jointly with with rights of survivorship or a presumed right to survivorship which such joint ownership created before or after this Will, will pass to the surviving joint owner and will na(be controlled by ~he provisions of this Will. Article VII the If a beneficiary under this Will has not attained the age oftwenty-five (25) yeas, the share of shall be placed in a sepazate trust, for the benefit of that beneficiary acdording to the terms: A. To expend and apply so much of the net income and so much of the prKncipal of the as the Trustee shall consider advisable for the health, education, support and mgintenance of the beneficiary until the beneficiary attains the age of twenty-five (25) years. _3_ B. Upon attaining the age oftwenty-five (25), the remaining principal aind accumulated of the beneficiary's shaze shall be distributed outright to the beneficiary. C. If the beneficiary dies before the entire principal of the Trust has been withdrawn, the ng principal and accumulated income shall be distributed by my Trustee to tlhe beneficiary's ing descendants, per stirpes. If the beneficiary dies before the entire principal of the Trust been withdrawn leaving no surviving issue, the remaining principal and accumulated income be distributed to my living descendants, per stirpes. D. No beneficiary or rernainderman of this Trust shall have any right to alienate, nber, or hypothecate his or her interest in the principal or income of the Trust',in any manner, call any interest be subject to claims of his or her creditors or liable to attachments execution, or processes of law. E. At the time any distribution or distributive shaze of Trust assets is to bye made by the tee, if a beneficiary of this Trust is disabled as defined in Section 1614(a)(3~) of the Social rity Act (as determined by the Social Security Administration or by any State~level disability rnination agency operating under the auspices of the Social Security Administration), and/or has determined by a nursing home or State agency to be medically eligible for nursing home care, said beneficiary shall cease to be a Trustee of this Trust or any Trust shaze hereunder and, the Trustee shall not make any distributions to said beneficiary that might decrease or that beneficiary's eligibility for any public benefits based on need, such as, but not limited to,: or Supplemental Security Income. _4_ Article VIII In order to carry out the purposes of the Trust established by this Will, the Trustee, in to all other powers granted by this Will or by law, shall have the following powers over the estate, subject to any limitations specified elsewhere in this Will: (a) to retain in the form received and/or to sell either at public or private sale, any real or personal property except that which I specifically bequeath herein, (b) to manage real estate, (c) to invest and reinvest in all forms of property without being confined to legal 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 ~rybeneficiary, (f) to file fiduciary/income tax returns and pay the tax due for any year fon which such a is required, {g) to make distributions in cash or in kind, or in both, and to determine tk~$ value of any property, (h) to the extent any trust hereunder is the beneficiary of a Retireme~nt~ Account (as defined) my Trustee shall draw the benefits from the Retirement Accoyult in amounts to meet the minimum distribution requirements of IRC Section 401(a)(9) and the regulations r (the "Required Minimum Distribution"). Notwithstanding any provision o~~he trust to the ~, the Required Minimum Distribution shall be paid to or applied for the benefit pf the income such trust, or if there is more than one income beneficiary, my Trustee shall make such to such income beneficiaries in the proportion in which they are benefi~ijaries or if no _5_ _. _ _1_ is designated in equal shares to such beneficiaries. "Retirement Account" means a plan under IRC Section 401, or an individual retirement arrangement under IRC Section 408, or a IItA under IlZC Section 408A, or atax-sheltered annuity under IRC Section 40~ or any other subject to the distribution rules of the IltC Section 401(a)(9), or the correspondijn~g provisions of subsequent federal tax law. It is my intention that this trust qualify as a "conduit trust" under IRC 401(a)(9) so that the trust beneficiaries shall be considered designated beneficiaries for > of the minimum distribution rules, and that distributions may therefore be tal¢en over the trust s life expectancy (or the life expectancy of the oldest trust beneficiary). The Retirement A ants shall not be subject to the claims of any creditor of my estate and they shall molt be applied to the ayment of my debts, taxes or other claims or charges against my estate unless artdi until all other available for such purposes have been exhausted, and even then only to the mini#n~um extent that be required under applicable law in the absence of any specific provision on thus subject in this my (i) to employ any attorney, investment advisor, or other agent deemed necessary by my ~r; to pay from my estate reasonable compensation for all their services, (j) to conduct alone or with others, any business in which I am engaged in or have an in at the time of my death, and (k) to receive reasonable compensation in accordance with their standard schedule of fees in a ect while their services are performed. Article IX I hereby appoint my son, KEVIN R. LOHNES, as Trustee of any Trust(s)',created in this Wil . In the event of the renunciation, death, or inability to act, for any reason 't~thatsoever of _6_ --- __ ___ __. --_ _ __ _ __ _ _ __ _ ___; i _ R. LOHNES, I nominate, constitute and appoint my daughter-in-law, CHRISTY L. successor Trustee of any Trust(s) created in this Will. Article X I nominate, constitute, and appoint my son, KEVIN R. LOHNES, Executoriof my Last Will Testament. In the event of the renunciation, death, or inability to act, for any reason whatsoever of ~iy Executor, I nominate, constitute and appoint my daughter-in-law, CHRIST' L. LOHNES, Executrix of my Last Will and Testament. I direct that my Executor or successor be permitted to serve without bond. In addition to those powers grantedi by law, I grant power to distribute in cash or in kind, in like or in unlike shares, and to fill ;any qualified I could have filed if living. My Executor or successor Executrix shall receive reasonable for services rendered to my estate. Article XI In addition to the powers conferred by law, I authorize my Executor or successoK Executrix in absolute discretion: (a) to retain in the form received and to sell either at public or private salo, any real estate or onal property except that which I specifically bequeath herein, (b) to manage real estate, (c) to invest and reinvest in all forms of property without being confined to legal cents, and without regard to the principal of diversification, (d) to exercise any option or right arising from the ownership of investrrlemts, (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 bled such return i~r to my death, (g) to make distributions in cash or in kind, or in both, and to determine the value of any property, in (h) to employ any attorney, investment advisor, or other agent deemed necessary by my ~r or successor Executrix; and to pay from my estate reasonable compensation for all their (i) to conduct alone or with others, any business in which I am engaged, or have an in at time of my death, and (j) to receive reasonable compensation in accordance with the standard schedule of fees .t while their services are performed. IN WITNESS WHEREOF, I, BEVERLY J. LOHNES, hereby set my hand t~ this my Last l and Testament, on ~ ~~ t~ ~T , 2009, at Harrisburg, Rer~nsylvania. BEVERLY J. O ES bel as In our presence, the above-named BEVERLY J. LOHNES signed this and gl~clared this to Last Will and now at her request, in her presence, and in the presence of each, tither, we sign Name Address 2000 Linelestown Rd Suite 202 Harrisbur,~~ PA 17110 2000 Linglestown Rd Suite 202 Harrisburg FA 17110 -8-