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HomeMy WebLinkAbout08-30-10ESTATE OF IN THE COURT OF COMMON PLEAS ANNA MAY SCHROEDER :CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS° COURT DIVISION No. ~ i ~ I(~ - v8~ ~ PETITION UNDER SECTION 3102 OF THE PROBATE (-~c7 ~~ , ESTATES AND FIDUCIARIES CODE FOR ` =r~ " ' SETTLEMENT OF SMALL ESTATE ~- F~ _ c ~' - c.~ ~ -; . -, c~ _n TO THE HONORABLE JUDGES OF SAID COURT: ~:~~; ~~"' t: <~ Roger B. Irwin and Marcus A. McKnight, III, your Petitioners, file this Petiti~ for Settlement of a Small Estate under the provisions of Section 3102 of the Probate, Estates and Fiduciaries Code and in support thereof avers that: (1) Your Petitioner, Roger B. Irwin, is a competent adult residing at 233 Avon Drive, Carlisle, Pennsylvania 17013, and is the legal representative of the above decedent. (2) Your Petitioner, Marcus A. McKnight, III, is a competent adult residing at 120 Clearview Place, Carlisle, Pennsylvania 17015, and is the legal representative of the above decedent. (3) Anna Mae Schroeder, died on March 23, 2010, at the age of 98 years, but prior thereto lived and was domiciled at 770 South Hanover Street, Carlisle, Pennsylvania, Cumberland County, Pennsylvania. A copy of decedent's Death Certificate is attached hereto as Exhibit "A." (4) Anna May Schroeder died without a Will and no Letters have been issued. A copy of decedent's Will is attached hereto as Exhibit "B." (5) Anna May Schroeder had no probate estate when she died other than the following: Life Insurance with Metropolitan Life Insurance Company, Group No. 0142695, Claim No. 21005005834. The value of the life insurance policy with Metropolitan Life Insurance Company is $5,000.00. Correspondence from MetLife is attached hereto as Exhibit "C." (6) The sole heir and relationship to the decedent are as follows: Chapel Pointe of Carlisle (7) Your Petitioners aver that there are no creditors of the decedent and no claims unpaid known to your Petitioners. ,~ --, WHEREFORE, your Petitioner respectfully requests that an Order be made authorizing Metropolitan Life Insurance Company to complete the outstanding claim and issue payment to Chapel Pointe of Carlisle, pursuant to Section 3102 of the Probate, Estates and Fiduciaries Code. By i'~- `'3- ~- Roger .Irwin, Esquire Supreme Court I.D. No. 6282 IRWIN & McKNIGHT, P.C. 60 West Pomfret Street Carlisle, PA 17013 (717) 22353 By Mar,~us A. K fight, III, Esquire Supreme Cou .D. No. 25576 IRW1N & McKNIGHT, P.C. 60 West Pomfret Street Carlisle, PA 17013 (717) 249-2353 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND Roger B. Irwin and Marcus A. McKnight, III, being duly sworn according to law, deposes and says that the facts contained in the foregoing Petition are true and correct to the best of their knowledge, information and belief. (SEAL) Ro r .~n, Esquire `- / A A. Sworn d subscribed before me this day of August, 2010. Notary Public Esquire I~ataPt~l e~;____._~ _._..__ Cf3tit~ac ~Q+'C1. ~tSPil~u'f13t'1~W' uSl~}° U1l ~:~:'. `il Eck^,s"i i' ~4:'E.'« I~i°C. $; c:"~.~ ~ ~ r.~r..~: r_-~ i2: r'-e-..-+33niC rt:fw__`... .._ (SEAL) i10~.?t4i Rt::~ ~l ~.~i.. LOCAL REGISTRAR'S CERTIFICATION OF DEATH WARNING: It is illegal to duplicate this copy by photostat or photogre~ph. Fee fi:~r thi, certif~cttte, 56.~ti P 16245627 Certifi~auon tiumber This is t:, celtif~~ that the. Ll~fcx-)natiur) here ~.I~cn is COrreC[IC 4(i~ll'Ci ]'e1171 :lit )r;~T117i1'! tc'r[?rh:2i[e OI Death duld~ (-ifed ~ ith r :~ as L<3c,~1 R~ ~I~,n-ar, "I~he orit*inal certifieatE U~ill !>e [orti~ardctl ?:1 tht~ State Vital Reckn-d~, Offil.~:~ 'r r i?~)-tnt,nent tihn,~. ~~ / ' Local Rerlsa~al i~;):e l~;ued Htaste3 REV nl2oD6 COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS TYPE / PRINT IN PERMANENT CERTIFICATE OF DEATH RucKmK (See instructions and examples on reverse) ~r.r<< "~ ~ :~ 0 i ,. Name d Decedent (Rrst mitldb, yst suffix) 2. sex 3. social Sacudry NunWr 4. Date of Deam (Monet. day. yead Anna Ma Schroeder Female 142 - 10 -4237 3 23 2010 s. Age (Last timday) Untler 1 year Under 1 tlay 6. Date of SiM (MOrnh, aey year) 7. Bwhplace (City and stare ar foreign coumry) Ba. Place of Deam (Check onN one) xlorxM ~ wars 1larwme H09Pkel: Omer Yre. 2 26 1912 Walden tQY ^ Inpatant ^ ER / Oulpaaem ^ DOA Nursing Home ^ Residence ^Omer .Specify. 8b. Coumy of DuM ec. City, f3om, Twp. of Daam 8d Fapkry Name Ilf not mstlturan, give street and number) 9. Was Decedem of Hapank Origin? ~] No ^ Yu tg. Race. Amarxan Indian. &ack, Whew. etc. Cumberland Carlisle (g yes. spedty CuWn, IScea~M Chapel Point Mexican, Puerro Rican, etc.) White f 1. Dxxdenl's Usual id of wdk done duns maw of Gfe. 0o not slate f 2. Was Decedent ever in dre 13. Decedent's Education (Seedy mN hghest gretle canplatee) 14. Martial Stems: Maned, Never Manietl. 15. Surwving Spouse Ilf wim, give maden name) Kid d Work Kid dBusiness / Indusby i~ecutive Secretar Bankin U.S. Arme° Forces? Elementary 1 Secondary (Pt2) Cdlege (t-4 or 6«) Wklowed, Divorced (Spedyy) 1 y g ^Yea ®No 2 Widowed f 6. Decedent's Maeing Aomass (Street, city /town. state, zip code) Decedents Dkl Decedent Pennsylvania A t l R itl 7 S 770 South Hanover Street c ua ea ance t a. late o t7c.^ Ves, DtCedent Lived in Twp 7v ~sha Carlisle PA 17013 r~a y 1DCamy ~~-land 17d •'~ ;ve0w~" Carlisle ' , pal a Cey / 8oro 78. Femer's Name (First mitldle, last, sumx) Ig. Mother's NarM (First, ntitlde, maiden sumarrie) Andrew Schnieder Anna Dubois 20a. Informant's Name (TYDa! Print) 2GE. IMOmmnt's Maiing AddRSS (Street cAY I rows. state, zip code) Ro er Irwin 60 W. Pomfret St. Carlisle, PA 17013 2ta. MNhod of DisPOwUan ^Crematan ^ Donakon 2tb. Date of Daposidon (MOnm, ear. Yaarl 2tc. Place of Oispowfion Warne d cemetery, crematory a Omer pycel 2, d. Location ICiry I Town. state. zip code) '~ 13niial ~ Removal from Stele ~ Wu Cremation ar D0r10dM Authorized ^ omar-sp«aM ; bykbdkalExamiMr,Corpwr7 ^vea^Na 3/24/201 0 Whitin Memorial Park Whitin btJ OA759 22a. Sigre rn Service Licensee person acerig suUl 22b. License Wnber 22c. Name ant Adtlress d Faceay Neill Funeral Hone, Inc - FD 012212 L k St Hill PA 17011 23a<oNy when ce ' aart9y raised at twwaeeamk 23e. Tome ,deem w dw mw. a~M.pl~ace~/s(mt~je~6~ISkytamre arA 6Ae) ~` a /_ Rif 23b. License Number Q~(j 2Zy.~ ~/s" L 23c. Dam Signed (MOnM, da ,year) c~3 /~ ~ JZl3 i e lrems 2y26 ~w W con~etetl q, ~~ 24. Time d Dean 26. Dam Dead (Manor. say, year) 26. Was Case Relwretl m Medical Examiner /Coroner kr a Reason Other than Crematbn or Donetron? who praroiares deem. 7 5o R M. Q :i 2 3 2.O / a ^ Yu ~No CAUSE OF DEATH (See MsW eslona and exemplea) r gpproxknam interval: Imm 27. Pan I: Eller dw plain of events - tlaeases, injuries, or cemWNkadona - mat eiedy causetl me tleam. DO NOT enter termirull evenly such as wwac anasl, Onset m Deem i k Pan II: Enter Omer gg ' .~v eilinris lino I m, dA rot restyling n me uMerlyalg reuse given's Pan I. pg. py Tobacco Uu Contriouk to Deam1 ^ Vss ^ Probably rup ra ry anew, or ventricular fibrilyeon wkput atwwirlg d10 9lbbgy. lJet a^N one Ouse an uCh Nne. IMMEDIATE CAUSE IRnal duease or ~ No ^ Unkrown /~~ mnddion re8W1'rg k deem) _~ .~ S C~ O r ~ r ~`~ a ~~~lll~~` 29. If Femare'. Due to (or as a consequence d): ~ Nw pregnant wANn pal year Seq~xiaW kw ce'dai°ns, rt anY~ b. kadq m dw rJUae laced nll arl@ a. ^ Pregnant of lone of deals Emer me UNDERLYING CAUSE Due to (or as a cronsaquer~ce ory: ~ ^ pregnant but pregrew wttxn s2 days (diaaase or iryiNy der ikWfed dw C. sane resuMig n deem) LAST d deem Due to (or as a consequence of): Not ^ pregnant but pregnant a3 days l0 1 year d. r Wlore dam ^ Unknown if pregnant whin me past year 30e. Wu u Aumpey PMomretl? 38h. Were Autopsy Findings Available Prior m Comprekm 3t. Manner of Dum 32a. Dam d Injury (MOnm, day, year) 32b. Describe How Injuy Oaurretl 32c. Pyre d Injury: Home, Farm. Street Factory, of Case d Oeam? ~aual ^ Homicide Ogice Building, etc (Speciry) ^ yeS f~l u„ ~'" ^ Yss ^ ~ ^ Accitlern ^ PeMir~g Irnulgatpn 32d. Tore W Injury 32e. Iryury of Work? :321. g Transporlatbn Injury (SpeuNl 32g. t.oca(wn of Iryury (SlreeL city /town, syte) ^ Suicke ^ Cook NtN W Deremaied ^ Ves ^ No ^ Deter /Operator ^ Passenger ^Petlestrien M Other - Speciy: 33a. Cerlilier (thank ally ore) D•dgving Mra~aw, (Pnysmwn cam Nkg cause d deem when andher ph skian has fxonaxCad roam and mn aled Imm 23) 33b. Gignemre nets a cenir y p Ta the Wet M m y knowledge death occurred d m tM d rered - '-'~ ~ , w manner a<a oase(s) an .. _ _ _ _ _ _ _ _ _ _ _ _ _ _ ^ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ • Proneund d dN i . • 1 ^ rq an g y rg phyaklan IPtyaiaian both pronouncing dam antl cenilyvg m reuse d deem) ro tlw WSidmy knowredge, deem acunad MtW time,dem, and place, snddw mile uusNal and marxwra eyled------------------ ^ • MMipl Exammar y canner 33c. Licenu Number h°.O o l b 2 t't (C 33tl. Dam IMOnm, day. Yur) M ar2c4. ~ 3 70 d 0 she Wale of uamlrutbn and / or investigetlon, in my opinbn, deem oeeurred n me ame, dne, antl place, and due to the cauaslel and menrwa as ayted ^ , ( _ 34. Name and Pddress d Person Who Completed C se of Deam (ge ]r m 27f Type / Pnnl 35. Rpg~Ear' naN Di Nu r ~~ I 1 I ~ 12 I ~I - ~ 36. Dam Filed (Metro. uy, Yearl - ~ 1 / ; ~G ~ ~`} L ~~ ~1 ~Z ^ S ~~ M V ~ rn, l ~ " " .v ~ r 3,~1 c n ~w ~ N~ Drlw, c-zrLgt,. P2 ~ ~ -J01 Dlsposnbn Permit No. 0 ~ Il ~ ~ ,~ ' 1 LAST WILL AND TESTAMENT I, ANNA MAY SCHROEDER, of the Borough of Carlisle, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament, hereby expressly revoking all Wills and Codicils heretofore made by me. 1. I direct my Executors to pay all of my debts, funeral and administrative expenses as soon as may be done conveniently after my decease. 2. I authorize and empower my Executors to sell any realty owned by me at my death and not specifically devised herein at either public or private sale, and to give good and sufficient deeds therefor, in fee simple, as I could do if living. 3. I give, devise and bequeath all of my estate of every nature and wherever situate to Chapel Pointe of Carlisle, Pennsylvania, absolutely. 4. I nominate and appoint ROGER B. IRWIN and MARCUS A. McKNIGHT, III, to be the Executors of this my Last Will and Testament; they are to serve as such without bond. 5. I hereby suggest that my personal representatives retain the services of Irwin & McKnight as attorneys in the settlement of my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this I ~T~`' day of May, 2004. SEAL> ANN MAY SCHROEDER Signed, sealed, published and declared by ANNA MAY SCHROEDER, the Testatrix above-named, as and for her Last Will and Testament, in the presence of us, who, at her request, in her presence and in the presence of each other have subscribed our names as witnesses hereto. 2 ACKNOWLEDGMENT AND AFFIDAVIT WE, ANNA MAY SCHROEDER, MARTHA L. NOEL and SHARON L. SCHWALM, the Testatrix and witnesses respectively, whose names are signed to the foregoing 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, that she had signed willingly, that she executed it as her free and voluntary act for the purpose herein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as a witness and that to the best of their knowledge the Testatrix was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. ~~/. ,, G,.', f AN A ~Y SCHROEDER MAR HA L NO L 7"'iI ~' ~ > L~ '~' ~'~~llc/~ Ciao i SHARON L. SCHWALM COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND . SS: Subscribed, sworn to and acknowledged before me by ANNA MAY SCHROEDER, the Testatrix herein, and subscribed and sworn to before me by MARTHA L. NOEL and SHARON L. SCHWALM, witnesses, this r87 day of May, 2004. ~3 . c~~ Public N~?tarini Seal 12Uger Et. Irwin, Notary Public Car{isle I3oro, Cumherland County My Commission Expires Oct. 3, 2004 Member, i'onnsylvania Association of Notaries 3 MetLife Metropolitan Life Insurance Company Croup Life Claims PO Box 6100 Scranton, PA 18505 August 23, 2010 THE ESTATE OF ANNA SCHROEDER 60 WEST POMFRET CARLISLE, PA 17013 RE: Insured: Anna M Schroeder Group No: 0142695 Claim No. 21005005834 Policy Value $5,000.00 Dear The Estate Of Anna Schroeder: ~~~~~ Al?G ? w ~i~~l~ iRi:'JIN ~ ;~1cY;Nl[~ri r I..A.Iti' OEFICtS We are writing in regard to the above-referenced claim for Group Life insurance benefits. Please accept our sincere condolences at this time. In order for us to continue reviewing this claim, we request that you please forward the following documentation and/or requested information to this office. Please do not submit original documents unless exp--essly directed to -original documents will not be returned: r Certified Estate Papers issued by the Probate Court appointing an Administrator/Executor for the Estate of ANNA M SCHROEDER. - Small Estate Affidavit from the state in which ANNA M SCHROEDER resided. This docl-ment must contain MetLife's naive, the policy number, and the dollar amount of the policy. - Provide the Tax Identification Number for the Estate on the enclosed W-9 Form, sign and date the form. - Complete the enclosed Claimant's Statement, sign and date the form. The required information is necessary to further review the claim. If it is not received, additional time may be required to finalize the claim. Upon receipt of the above-requested information, we will continue our review of your claim. A pre- addressed envelope is enclosed for your convenience. If you have any questions, please contact our office at 800-638-6420 prompt 2. Sincerely Group Life Claims Operations Enclosure F3GP01