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HomeMy WebLinkAbout10-07-10PETITION FOR PROBATE AND GRANT OF LETTERS REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Estate of Adele E Schmidt also known as Eva Schmidt File Number .C~~~~~-LQ~7 , Deceased Social Security Number 065-3~0-6~1 i Petitioner(s), who is/are 18 years of age or older, apply(ies) for: (COMPLETE 'A' or 'B' BELOW.) c .-,. c 0 A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is /are the Executrix last Will of the Decedent dated January 13, 2010 and codicil(s) dated N/A -! (State relevant circumstances, e.g., renunciation, death of executor, etc.) ' ; [~ r- ~ , y? +;~ ~ ~ 7 Except as follows, Decedent did not marry, was not divorced, and did not have a child bom or adopted after execution's ~nsttume~) offare,~ ~, for probate, was not the victim of a killing and was never adjudicated an incapacitated person: (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania with his /her last principals reshdence at 200 Glenn Road. Camn Hill. Pennsylvania (List street address, town/city, township, county, state, zip code) Decedent, then 82 years of age, died on October 4, 2010 at 680 Freemason Drive, HCC, L±afa~elte West, Room 1845 Elizabethtown PA 17022 Decedent at death owned property with estimated values as follows: (If domiciled in PA) (If not domiciled in PA) (If not domiciled in PA) Value of real estate in Pennsylvania All personal property Personal property in Pennsylvania Personal property in County $ 575,000.00 $I $ ', 168,000.00 $ 743,000.00 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 Let(ers in the appropriate form to the undersigned: ^ B. Grant of Letters of Administration (Ijapplicable, enter: c.t.a.; d.b.n.c.t.a.; pendente liter durance absentia; dur4nteminoritate) Petitioner(s) after a proper search has /have ascertained that Decedent left no Will and was survived by the following ~pot~se (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.) Form RW-02 rev. lo.i3.o6 Page 1 of 2 Oath of Personal Representative COMMONWEALTH OF PENNSYLVANIA COiJNTY OF CUMBERLAND SS The Petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing Petition are true aind correct to the best of the lQ-owledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) {will well and truly administer the estate accordine to law. Sworn to or affirmed and subscribed befor me the ~h day of •/ ~ / For the Register Signature of Personal Representative Signature oJPersonal Representative ' N _~ ~~, O ...._ File Number: ~~' /0 - / 0 / 7 Estate of Adele E Schmidt Social Security Number: 065-30-6911 Date of Death: October 4, 2010 AND NOW, ~ O ZoTt9 , in consideration of the foregoing having been presented before me, IT IS DECREED that Letters Testamentary are hereby granted to Kerri L. McCarthy and that the instrument(s) dated January 13, 2010 described in the Petition be admitted to probate and filed of record as the last Will (and FEES Letters ............... $560.00 p~ Short Certificate(s) ........ $ ' " Renunciation(s) .......... $ Automation Fee $ 5.00 JCS Fee $ 23.50 Inheritance Tax Retum , , $ 15.00 ... $ ... $ ... $ ... $ ... $ ... $ TOTAL .............. $ S° ~ Attorney Signature: Attorney Name: Luther E. of O r°r.' '.l r't 1 n-'• r r D J , t:~:7 - ~ satisfac~ry procr$ G tJD in~te-abode estate Supreme Court LD. No.: 19226 ' Address: 130 State Street ~ P.O. Box 946 ~I Harrisburg, PA 17101 a Telephone: (717) 236-3141 Form Rw-oz rev. ro.l3.06 Page 2 of 2 Z1-la-lv~7 OATH OF WITNESS(ES) TO WILL EXECUTED BY' 11~IARI~ ER OF WILLS '~Y~ COUNTY, PENNSYLVANIA Estate of ADELE E. SCHMIDT ,Deceased Teresa Messersmith (each} a , (Print Names) subscribing witness to the ®Will ^ Codicil(s) presented herewith, (each) being duly gt~al~f3ed according to law, depose(s) and say(s) that: Testator /Testatrix was unable to sign his /her name tl~e~reto; Testator's I Testatrix' name was subscribed thereto in Testator's I Testatrix' presence; Testator', I '~'estatrix made his /her mark thereon; Testator /Testatrix and deponent(s) were present when Testat~~'s /Testatrix' name was subscribed and when Testator /Testatrix made his /her mark; and Test~tolr /Testatrix was present when the undersigned signed the ~J'Will ©Codicil as witness(es). `~-¢-4~ v~ fly (Signature) i o~ o 'E"~,evs ~cn,~n.-~',~ J~e~ (Street Address) ~\ M~ ~ 111 t~l ~'~ o t g (city, state, zip Sworn to or affirmec)rand subscribed before nie this ~ ~ . ~Y Deputy for Register of Wily (Signature) (Street Address) (city. state. Zip) ' rra 0 ~ '~ ,~ ~ -., ' ~ ~-; -_~ s? ---~ z - a ~ _ ~: ~ r~ ~~ 1 ~ ~~~~ t 4:.. ~ -^^--~~ ~ . ~ 11 i~ ~J ~ ~ ~, ~ { 777 ~ _ `~ 0 ~. -':3 i ~ "~ Form RW-OS rev. 10.13.06 r ~ -r OATH OF WITNESS(ES) TO WILL EXECUTED B~ 1WIARK REGISTER OF WILLS COUNTY, PENNSYLVANIA 21-1D-lDJ~ Estate of ADELE E. SCHMIDT ,Deceased Matthew Beshore (each) a (Print Names) subscribing witness to the ®Will Codicil(s) presented herewith, (each) being duly q~}al~fed according to law, depose(s) and say(s) that: Testator Testatrix was unable to sign his he name thereto; Testator's Testatrix' name was subscribed thereto in Testator's Testatrix presence; Testator' e~tatrix made his her mark thereon; Testator estatrix and deponent(s) were present when Testatp~'s Testatrix name was subscribed and when Testator Testatrix made his her mark; and Testatot Testatnx was present when the undersigned signed the Will ©Codicil as witness(es). X (Signature) (Signature) (street Address) (City, State, Zip) Sworn tQ-or affirmed d subscribed before me this ~ da of ,~~ . ~I~, Deputy for Register of~ills (Street Address) (City, State, Zip) rv ~, xa ~, ._;, ~ ~ : r"~ ; ~ ~._ ., ,a ... _ eF ~ ~ i~_7 4,.J ~ ' - . -il N *•y ."Tt ' ~ l k 00 -t Form RW-OS rev. /0.13.06 _ _ _ _ _- __ - _ r_ I __r, - __ __ _. v~nF ¢n5 rZFp In~Jn?1 ~~ ~~~ ~~~ LOCAL REGISTRAR'S CERTIFICATION OF DE~4TH WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $6.00 This is to certify ~t the information here given is correctly copied fr man original Certificate of Death duly filed with xne as Local Registrar. The original certificate will'.. b forwarded to the State Vital Records Office ~'or~permanent filing.. P 16804910 Certification Number rYf2• ~ ~... aC1/01, 211 Local Registrar ~ ~ ~ Date Issued N O _ O Z • '"1 O rr t r""3 ' r-7 , ~i ...J ..C.J f°_~ F . F ~? ~ ' ~ ~ ~, a,soas COINi1~1/MlEA~7H OF PENNBr~v~rsn . 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V 7 y d `7 d _ _ _ __ __ _ ,, _- ~~ a ~ LAST WILL AND TESTAMENT ~ ~ ~ = , ~ of ~ ~ ~ :-_ ADELE EVA SCffMIDT f ~~ ' ~ ~~ ` ~ ~, ~ ~~ ~a - , I, ADELE EVA SCHMIDT, of 200 Glenn Road, Camp Hill, Cumberlan4i jaunty, Pennsylvania, declare this to be my Last Will and Testament hereby revoking all prier wil ls and codicils made by me. ITEM I: I have separately made funeral arrangements through the W. Olrville Kimmel Funeral Home, 2001 Market Street, Harrisburg, Pennsylvania. Such arrangement ~ocuments have been placed in my safety deposit box number 510 held at Citizen's Bank, lbci~ted on the Carlisle Pike, Pennsylvania. ITEM II: I hereby nominate, constitute and appoint KERRI L. McCAR~'I-~f', now or formerly of 27 Bragg Drive, East Berlin, PA 17316, as Executorix of this, my List (Will and Testament. If the said Executrix does not survive me, or is unable or unwilling tb serve for any reason, I nominate, constitute and appoint BARBARA A. McCARTHY, now or Iformerly of 166 Lake Meade Drive, East Berlin, PA 17316, as Alternate Executrix hereof. My A,lt~rnate Executor shall be entitled to deduct a fee equal to five percent (5%) of the gross 1va~ue of my estate as compensation for her services. My Executrix, Alternate Executrix and ~tl~er fiduciaries under this instrument are directed to utilize the services of my attorney, LUTHE~ 1 Initi~.ls MILSPAW, JR., ESQUIRE with offices currently located at 130 State Street, Harrisburg, Pennsylvania 17101, for all purposes hereunder. ITEM III: I give, devise and bequeath the following specific bequests vvitl~out restriction to the following charity: A. My Dunham, New York ca 1850 piano to the Historic Hat-ri~burg Association of Harrisburg, Pennsylvania; ITEM IV: I give, devise and bequeath all of the rest, residue and remai~d~r of my property and estate at the time of my death or to which I may be entitled, whether deal, personal or mixed, and wheresoever situated, including any and all property as to which ~ rr~ay have the power of appointment, following its liquidation, to the following individual and'enjtities for charitable purposes, all said gifts to be made in the name of Mr. Donald W. Sch~ii~lt' and Mrs. Adele E. Schmidt: A. One-fifth (1/5) to Hillsdale College located at 33 East Co~le~e Street, Hillsdale, MI 49242-9989, to be used for educational purlbo~es; B. One-fifth (1/5) to Young America's Foundation, 110 Elder street, Herndon, VA 20170, to be used for educational purposes; j C. One-fifth (1/5) to Leadership Institute, Steven Wood Bled;, 1''1101 North Highland Street, Arlington, VA; to be used for ~ducationa~ puurposes; D. One-fifth (1/5) to Masonic Charities, One Masonic Drive,lE~iaabethtown, PA 17022 to be used for the Children's Home; and E. One-fifth (1/5) to Migdal Ohr, now or formerly of 6 Belili~ZS ~ Sitreet, Jerusalem, 94704 ISRAEL, to be used for the orphanage. I 2 Initi~;lsl __ _ _ _ _ _ _ _. __ ITEM V: All estate taxes, inheritance taxes, transfer taxes and other taaces of a similar nature payable by reason of my death to any government or subdivision thereof upon or with respect to any property subject to any such tax, and any penalties thereon, shall'be~I paid by the executrix out of the principal of my residuary estate, and all interest with respect tp any such taxes shall be paid by the executor out of the income or principal or partly out of >~~ income and partly out of the principal of such portion of my estate, in the absolute discretion df the executrix, without reimbursement from or apportionment among the beneficiaril'es, recipients or owners of such property for any such taxes, penalties or interest; provided, howlev~r, that the executrix shall not pay any such taxes, penalties or interest attributable to any p$b~erty included in my estate solely because of a power of appointment there over which I posses ~nt have not exercised or any transfer subject to generation-skipping transfer tax. ', ITEM VI: My Fiduciaries under this Last Will and Testament shall halve Illthe following powers in addition to those granted by law: I, (a) To retain and to conservatively invest in all forms of real or ~eijsonal property, including stock, common trust funds, mortgages, investment fi~nc~s or other securities, consistent with limitations imposed by law or investments Iby fiduciaries, as they deem proper, with regard, however, to the principal of ', diversification of risk of productivity, and consistent with an investment'st~ategy that will result in reasonable income and protection of principal against ', inflationary effects. I~~ 'I 3 Initilal~ _ _ __ (b) To compromise claims and to abandon any property which in the Fiduciaries's opinion is of little or no value. (c) To allocate any property received or charge incurred to prinaip~l or income or to each without regard to any law defining principal or incorn~e. (d) To enter into agreements from time to time as they may deem necessary or expedient with reference to the reorganization of any corpdra~ipn, the stocks, bonds, or other obligations of which shall form a part of the ~st~te. (e) To manage, care for, improve, protect, control, deal with, mortgage, pledge, sell or otherwise dispose of the estate or any part thereof, in their discretion, in any way and in every way in which any owner could mana~geb care for, improve, protect, control, deal with, mortgage, pledge, sell or othervvisje dispose of the same. (f) To sell at public or private sale, to exchange or to lease for a~fy reasonable time any real or personal property and to give options for salt o~ leases. (g) To add to the principal of the estate any additional asset by deed, life insurance contract or otherwise. ITEM VII: No fiduciary shall be required to post bond in any jurisdiction.' 4 Initial _, -T-.,__. IN WITNESS WHEREOF, I, ADELE EVA SCHMIDT, herewith set my band and seal to this, my Last Will and Testament, typewritten on six (6) sheets of paper including Ithe self- proving attestation clause and signature of witnesses, this 13~' day of January, 2p1Q. ADELE EVA SCHA'IIDT ', Signed, sealed, published and declared by the above named Testatrix, Ali LE EVA SCHMIDT, as her Last Will and Testament in the presence of us, who at her requ st, in her presence and in the presence of each other have hereunto subscribed our names as itnesses. ~4~ WITNESS `~.~ rs~w WITNESS of l ~~ ~~c ~ .T~ ~~ 01U ~-~s M' '' 5 Initials ~~, SELF-PROVING AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA ss: COUNTY OF DAUPHIN We, ADELE EVA SCHMIDT, Matthew Beshore and Teresa Messersm~th~, the Testatrix and witnesses, respectively, whose names are signed to the attached and foregon instrument, being duly qualified according to law, do hereby declare to the undersigned auto 'ty that the Testatrix signed and executed the attached instrument "by mark - `X"' as her TL t'Will and Testament and that she signed it willingly, and that she executed it as her free aind voluntary act for the purposes expressed therein, and that each of the witnesses,. in the presen~e d hearing of the Testatrix, signed the Will as witnesses, and that to the best of our knowledge ~ Testatrix was at the time ei hteen (1 S) ears of age or older, of sound mind, and under ncb c~hstraint or g Y undue influence. Witness ~~~ ~~ ~ ` Witness ~~ ADELE EVA SCHMIDT '; Subscribed, sworn to and acknowledged before me by ADELE EVA SCIDT, Testatrix, (by mark - "X") and subscribed and sworn to before me by Matthew'B shore and Teresa Messersmith, witnesses, this 13~' day of January, 2010, NOTMIAL ~. TARA !. Ed~NT ~r ~ ~iSQU11G CfTf, DMJViMN ,C012NG1 I~Ay Co~issioa Expiry E