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HomeMy WebLinkAbout10-11-10PETITION FOR PROBATE AND GRANT OF LETTERS REGISTER OF WILLS OF CUM_BERL_A__ND_ _ Estate of Helen Marie Ebersole also known as COUNTY, PENNSYLVANIA File Number 21-10 °" i~~ <~~ Marie Sheaffer Petitioner(s), who is/are 18 years of age or older, apply(ies) for: (COMPLETE A' or `B' BELOW.) ^X A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the Executrix named in the last Will of the Decedent, dated ~g/2r/2p~g 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 l applicable, enter: c. t. a.; d. b. n. c.t.a.; pedente 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 d.b.n.c.t.a., enter date of Will in Section A above and complete list of heirs.) ~..~~ ~~ Name Relationship Residence ==~ -,-~ ..._ `~T ~ x~ - ' _ -~_ :~ l . ~ . f .. :~ ." .. ..n~,~ _ ~../ lam! ~.pa.. 11~ -. (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. ~' Decedent was domiciled at death in Cumberland County, Pennsylvania with his /her last principal residence at 100 Mount Allen Dr., Mechanicsburg, Upper Allen ,Cumberland, PA 17055 (L~st street address, town/city, township, county, state, zip code) Decedent, then ~~ years of age, died on 09/25/2010 at Messiah Village, Upper Allen Twp., Cumberland Co., PA Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property $ 975,000.00 (If not domiciled in PA) Personal property in Pennsylvania $ (If not domiciled in PA) Personal property in County $ Value of real estate in Pennsylvania $ situated as follows: 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: Signature Typed or printed name and residence Marie Sheaffer 3405 Bedford Dr. Camp Hill, PA 17011 Form RW-02 Rev. 10-13-2006 Copyright (c) 2006 form software only The Lackner Group, Inc. Page 1 of 2 Oath of Personal Representative ~, COMMONWEALTH OF PENNSYLVANIA } SS ~ c~ ..Y ._ - _'~ COUNTY OF Cumberland ? The Petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing Petition are true and:d~c r~t-l-tp the nest of ! ., -- the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) wilfzw~ truly""" r . administer the estate according to law. ' ~' L"~.. .., ~{" - Sworn to or affirmed and subscribed Signature of Personal Representative Marie Shea er ~~ ~ . . ~,, /, before me this _~ day of i~. ~'1~ For the Register Signature of Personal Representative Signature of Personal Representative File Number: 21-10 ' I ~~ 1P' Estate of Helen Marie Ebersole , Dece2lsed Social Security Nu~m,.,ber~: / 061-20-3323 Date of Death: 09/25/2010 AND NOW, ~~1GiL~ ! l ~ ~Q ~ ~ , in consideration of the foregoing Petition, satisfactory proof having been presented before me, IT IS DECREED that Letters Testamentary are hereby granted to Marie Sheaffer in the above estate and that the instrument(s) dated 08/25/2008 described in the Petition be admitted to probate and filed of record as the last Will (and Codicil(s)) of Decedent FEES ' Letters .......................................... $ 660.00 '~~'=~ i Register of 'ills Short Certificate(s) ....................... $ 24.00 ~~/WG Renunciation(s) ............................ $ Attorney Signature: --__ Inheritance Tax Return $ -'9'J:~" Attorney Name: M i ll F H ar e . e azen Inventory $ ~,5„rp$-- Supreme Court I.D. No.: 68003 Will $ 15.00 Hazen Elder Law Automation Fee $ 5.00 Address: 2000 LinQlestown Road S it 202 , u e JCS Fee $ 23.50 $ Harrisburg, PA $ Telephone: 717 540 4332 - - TOTAL ................................... $ ~Q- F r RW-O2 R 1 o m ev. 0-13-2006 f "Copyright (c ) 2006 form software only The Lackne r Group, Inc. Page 2 of 2 2~-ic~~r~.~~ LAST WILL AND TESTAMENT c7 ~:-~, ..~' c ~ ~:~ ~__ -- r ~~~ ,~ ._.._ - HELEN MARIE EBERSOLE , -- `'' "' _, ;- _ ~;. .i_ ~<~ .j ~._.. ~.., I, HELEN MARIE EBERSOLE, now domiciled in Cumberland County, Pennsylvania, declare this to be my Last Will and Testament. I revoke all other wills and codicils that I may have previously made. Article I My just debts and expenses of my last illness, funeral, and administration of my estate shall be paid by my Executor from the principal of my residuary estate as soon as practicable after my death. Article II All inheritance, estate, and succession taxes (including interest and penalties thereon, but not including any generation skipping tax) payable by reason of my death shall be paid out of and be charged generally against the principal of my residuary estate without reimbursement from any person. This provision is not a waiver of any right which my Executor has to claim reimbursement for any such taxes which become payable as the result of any property over which I have the power of appointment. Article III I give, devise and bequeath my tangible personal property in accordance with any memorandum I have handwritten or signed, located with my will or with my valuable' papers and found within 30 days of the probate of my will. Gifts may only be to persons who survive me or to organizations which exist at my death, and if there is a conflict, the memorandum having the latest date shall govern. To the extent no such memorandum is found, or all of~ my tangible personal property is not disposed of pursuant thereto, my tangible personal property shall be added to my residuary estate and pass under Article IV hereof. Article IV All the rest, residue and remainder of my estate, of whatsoever nature and wheresoever situate, I give, devise and bequeath as follows: A. TWENTY THOUSAND ($20,000.00) DOLLARS to my friend, CANDACE A. SVETZ, of Clairton, Pennsylvania. In the event that CANDACE A. SVETZ fails to survive my death by thirty (30) days, then her share shall be distributed to her daughter, KAREN L. TRUAX, per stirpes; B. TWENTY THOUSAND ($20,000.00) DOLLARS to my friend, :KAREN L. TRUAX, of Pittsburgh, Pennsylvania, per stirpes; C. FIVE THOUSAND ($5,000.00) DOLLARS to my friend, R. LAMAR GILCHRIST, of Camp Hill, Pennsylvania, per capita; D. TWENTY THOUSAND ($20,000.00) DOLLARS to my friend, VICItI ROUDABUSH, of Martinsburg, Pennsylvania. In the event that VICKI ROUDABUSH fails t:o survive my death by thirty (30) days, then her share shall be distributed to her parents, HARRY and GENEVIEVE ROUDABUSH, of Martinsburg, Pennsylvania, per capita; E. TWENTY THOUSAND ($20,000.00) DOLLARS to my sister, CHARLOTTE STONE, of Horseheads, New York. In the event that CHARLOTTE STONE fails to survive 2 my death by thirty (30) days, then her share shall be distributed to her husband., RICHARD STONE, per capita; F. TEN THOUSAND ($10,000.00) DOLLARS to my friend, HERMAN D. STURM, of Enola, Pennsylvania, per stirpes; G. SIXTY THOUSAND ($60,000.00) DOLLARS to my friend, MARIE E. SHEAFFER, of Camp Hill, Pennsylvania, per capita; H. TEN THOUSAND ($10,000.00) DOLLARS to my friend, CARLA FRISCH, of Joppa, Maryland, per stirpes; and I. THIRTY THOUSAND ($30,000.00) DOLLARS to my friend, KATHY BROCK, of Dillsburg, Pennsylvania. In the event that KATHY BROCK fails to survive my death by thirty (30) days, then her share shall be distributed to her husband, RUSSELL BROCK, per stirpes. All the rest, residue and remainder of my estate, of whatsoever nature and wheresoever situate, I give, devise and bequeath in three equal shares to the NATIONAL VETERANS LEGAL SERVICES PROGRAM, of P.O. Box 65762, Washington, DC 20035, the DISABLED AMERICAN VETERANS, of P.O. Box 14301, Cincinnati, Ohio 45250-0301 and the SALVATION ARMY, of 1122 Green Street, Harrisburg, Pennsylvania 17105. I nominate, constitute and appoint my friend, MARIE E. SHEAFFER, of Cumberland County, Pennsylvania as Executrix of my Last Will and Testament. In the event of the renunciation, death, or inability to act, for any reason whatsoever of my Executrix, I nominate, constitute and appoint my friend, HERMAN D. STURM, of Enola, Pennsylvania, a;s successor Executor of my Last Will and Testament. I direct that my Executrix or successor E',xecutor be 3 permitted to serve without bond. In addition to those powers granted by law, I grant them. power to distribute in cash or in kind, in like or in unlike shares, and to file any qualified disclaimer I could have filed if living. My Executor or successor Executrix shall receive reasonable compensation for services rendered to my estate. Article VI In addition to the powers conferred by law, I authorize my Executrix and successor Executor, in her/his absolute discretion: (a) to retain in the form received and to sell either at public or private sale, any real estate 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 investments, 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 any beneficiary, (f) to file any federal income tax return for any year for which I have not filed such return prior to my death, (g) to make distributions in cash or in kind, or in both, and to determine the value of any such property, (h) to employ any attorney, investment advisor, or other agent deemed necessary by my Executrix or successor Executor; and to pay from my estate reasonable compensation for a.ll their services, 4 (i) to conduct alone or with others, any business in which I am engaged in, or have an interest in at time of my death, and (j) to receive reasonable compensation in accordance with their standard schedule of fees in effect while their services are performed. IN WITNESS WHEREOF, I, HELEN MARIE EBERSOLE, hereby set my hand to this my Last Will and Testament, on .! , 2008, at Harrisburg, Pennsylvania. ~~ 5~~. ,z-~~ ~ X11 ~~.,.~,.~ ~_ _~-2,-~~ ; _.~ HELEN MARIE EBERSOLE In our presence, the above-named HELEN MARIE EBERSOLE signed this and declared this to be her Last Will and Testament and now at her request, in her presence, and in the presence of each other, we sign as witnesses. Name Address y' rl, '' 5 I, HELEN MARIE EBERSOLE, Testatrix, who signed the foregoing instrument, having been duly qualified according to law, acknowledge that I signed and executed this instrument as my Will, and that I signed it willingly as my free and voluntary act for the purposes therein expressed. Sworn to or affirmed and Acknowledged before me by HELEN MARIE EBERSOLE, the Testatrix on ~~ ~ ~s ~ o~.S , 2008. otar Public 1~~ HELEN MARI R LE.t'~.~-,~. COMMONWEALTH OF PENNSYLVANIA Notarial Seal Mariellc F. Hazen, Notary Public Susquehanna Twp., ©auphin My Commission Expires Sept. 23, 2 10 We, the undersigned witnesses who signed the foregoing instrument, being duly qualified according to law, depose and say that we were present and saw the Testatrix sign and execute this instrument as her Will; that she signed and executed it willingly as her free and voluntary act for the purposes therein expressed; that each of us in her sight and hearing signed the Will as witnesses, and that to the best of our knowledge, that she was at that time eighteen (18) years or more of age, of sound mind, and under no constraint or undue influence. Sworn to or affirmed and Subscribed to before me by ~i1ni~'cr ~G~nn~ and ~'~f - j~[~ j ~ . ~V? l L L Ef~~ witnesses, on /~v~~s~ dS , 2008. Nota ub i ,. W' ess 1 ~ ~ Witness COMMONWEAi:~'H OF PENNSYLVANIA Notarial Seai Marielle F. Hazen, Notary Public Susquehanna 'I1~vp., Dauphin Coupty My Commission Expires Sept. 23, 2010 6