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HomeMy WebLinkAbout11-24-10PETITION FOR PROBATE AND GRANT OF LETTERS REGISTER OF WILLS OF Cumberland COUNTY, PENNSYLVANIA Estate of Shirley Martha Ertel also known as Shirley Martha Eck File Number~ ' /~ - ~~ ,Deceased Social Security Number ~ 95-28-$228 Petitioner(s), who is/are 18 years of age or older, apply{ies) for: (COMPLETE i!' or 'B'BELOW.) A. Probate and Grant of betters Testamentary and aver that petitioner(s) is /are the Executrix last Will of the Decedent dated July 26, 2010 named In the - _.__.__,_, and codicil(s) dated N/A {State relevant circumstances, e.g., reramcia-ion, death of executor,. etc.) Except as follows, Decedent did not marry, was not divorced, and did not have a child born or ado ted after execution of the rostrum For probate, was not the victim of a killing and was never adjudicated an incapacitated person: p n ° s) offered B. Grant of Letters of Administration ~ ~ ~ ` '- ~.. ~,r . (Ifapplicable, eater: c.t.a.; d.b.n.c.~a.; pendenre Itte; durance absentia; du , /tale}~.. ~ '- Petrtroner(s) after a proper search has /have ascertained that Decedent left no Will and was survived by the following~~ ~ ~ Admir+istration, c.t.a. or d.b.n.c.t.a., enter date of Wtll in Section A above and complete list of heirs.) Y)~d heirs' {I, f ': ~~ ~ Name ... - ~? C3 ~ ~ ; r, {COMPLETE INALL CASES.) Attach additional sheets ijnecessary. Decedent was domiciled at death rn Cumberland County, Pennsylvania with his /her last principal residence at 200 N. 30th Street, Borough of Cam Hill, PA 17011 (List street address, toivn/city, township, county, state, zip code) Decedent, then 74 _yearsofage, died on September 12, 2010 at Hospice of Central PA Linglestown Decedent at death owned property with estimated values as follows: (if domiciled in PA) All personal property (lfnot domiciled in PA} $ 10,000.00 Personal property in Pennsylvania $ __ (If not domiciled in PA ' Value of tea! estate in Pennsylvania Personal property in County $ __ 90.000/00 situated as follows: Camp Hill, PA Wherefore, Aetitior-er(s) respectfully requests}the probate of the last Wilt and Codicil s the undersigned: ()presented with this Petition and the gram of Letters in the appropriate form to Christel L. Ertel, Esquire 2966 Maple Road Camp Hill, PA 17011 Form RW-02 rev, 10.13.06 Rw o2 Page 1 of 2 Oath of Personal Representative COMMONWEALTH OF PENNSYLVANIA COUNTY OF Cumberland SS The Petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) ofthe Decedent, Petitioner(s) will well and trul administer the estate according to law, A Y Sworn to or affumed and subscribed before me the ~~ .__ day of D Vr ~ For a Register Signature o,~Personal Sfgnature of Personal Representative Signature gJ'PersonalRepresentative ~ N ~ Q ~ 77 ~'1'~ ~ ~` - , t r "' ~ +C C ' ';..~ ~ -~i ~ `....J ©~ C = . -;, ~ ~ '~ D ; -- W ` •> ~'? .~" FEES Letters ......... ..... $ Short Certificate(s) ... ~ . , , $ Renunciation(s) .......... $ ... $ ... $ ... $ ... $ ... $ ... $ ... $ ... $ ...'$ _ TOTAL ... , ... $ Attorney Signattve: Attorney Name: Stephanie Kleinfelter, squire Supreme Court I.D. No.: 80089 Address: Keefer Wood Allen & Rahal, LLP 635 North 12th Street, Suite 400 Lemoyne, PA 17043 Telephone: (717) 901-7786 Oath of Personal Representative COM~IONWE,:~LTH OF PENNSYLVANIA COUNTY OF SS The Petitioner(s) abo the knowledge and belief of and that, as personal representative(s) swear(s) or affirnl(s) that the statements yin the administer the estate according to law. Sworn to or affirmed and subscribed before me the -~_ day of - ----. For'the Register Signature ojPersmta! Representative r 3r.~ s'1 ~ '.-"> ~7 --i N D C11 File Number: a (- ~ O Estate of ~ n Deceased Social Security Number: `~5" ~ ~,~~ pp tI Date ofDeath; J ~ ~~ ~~~ AND NOW, ~T ~ ~ ~/ ~/~ -~, ;__ ., ' _} t=fi+-~ ~ i""3 _:' :.:7 t `'~C=) .--, ___, to cons~deratton of the foregoing Petition, satisfactory proof having been presented before me, IT IS ~?ECREED that Letters are hereby granted to (~,~'l lrl Sfi° 1 ( L~J,o I ~ and that the instrument(s) dated in the above estate ~~ `l1~ described in the Petition be admitted to probate and filed of record as the last WWII (and Codicil s ( )) of Dec dent. FEES (,~~i y~ „ „ ~~1_~ Letters ............... $ / ~, ~ ~.J (mil: Y Register ojW Short Certificate(s) ........ $ . ~ ' Renunciation(s) ~'-" Attorney Signature: 1 . , . $ ~ ~~ Attorney Name: $ a-- `~ ~ - Supreme Court I.D. No.: ... $~~ ... $~_ Address: ... $ ---~_ ... $_ ... $ ------ ... $ $~_ Telephone: TOTAL .............. $ ~ Furor RW-U•' rev. lU.l3.Uh 'Persona! Representative Signature ojPersam! aon are Utie and con•ect to die best of Petitioner(s) will well and truly 0 CS N u Page 2 of 2 OCAL REGISTRAR'S CERTIFICATION OF DEAT WARNING: It is illegal to duplicate this co p H PY Y photostat or photograph. Fee for this certificate, $6.00 P 16804362 Certification 1Vumber This is to certify that the information here given correctly copied from an original Certificate of Deg duly filed with me as Local Registrar. The origii certificate will be forwarded to the State Vi Records Office for permanent tiling. d`'' SEP 61 ocal Re istrar - Date Issued _ ._ _. __ __ - -- C7 n _._. _ .__ ~© o --__ _ a -. _..__ Gd ~ 2 r , - _ _ --- .____ ___ ~ ~ ~ c ~' ':1 N r (`' ~_~:, ~ ~ Z cr_ ~~ 3/r~v~„r~moe --~ y~ Cj == COMMONWEALTH OF PENNSYLVANIA . pEppR~E~ OF HEALTH . VRAL RECORDS D ~'`'~ ~ ~ ~'~ r ,~ ~ CERTIFICATE OF DEATH ,. Nr« a Decedrt (A„r, midse, rat rnrl (Ses inatructlons and examples on reverse) Shirley Martha Ertel xs« sT"TEFl'-~"~+e~ . s. Ape tier erude~ tr„aer, Female s. q Nurow ~. ar a Darn Main, ar, r«r) "'°"" °'" "~« , e.Dwwe~tn - ~ -82.28 September 12, 2010 ~. «erema • ~ ~r a7a an r18• June 10 , 1936 ~ ~w a o«n '~' Montoursville, pA "aw"`t &. dy, Bao, Twp. d Deer ^ Iripeere ^ ER 1 Over Dau hin Bd'f°`~'NN°'"(n"d"~~+«•anaamnel °i" ^oa~ ^rx,wq,b,,,, ^~,~ ®~_~esidence P Susquehanna 1wTp, Carol 8'(r~ye,,~ D'V"r ®No ^v« ,o. Aeoe MrnoeniMen n.D,«aexti,l.,r awakaar yn Croxton Slane Hospice Res ~ncwNr,eec tar awat, "'0ra w. Do noteere ,x w« Decry ew b er ,a ~sA rawb tak,,,,,b.l (~S1 Executive Director ~'a~"~ki°1°'' °•3•'''""d~7 ~~°oOA~D"~'°"''^'o'""ridi~^a~ral ,~.warsem,, white Healthcare ~~ri (0•,2~ cow (,-~ a sl wbawa a~a«a~'~ ,tea, ,s. s.,*-~c soa.. m.,a, sw. ~, ~.~»I ,a Dwaerra ueeno~ea..e (sra, dty/by,,, e,W rp ace) ^ r« C$ No 4 200 North 30th Street Widowed Camp Hill, PA 17011 "~'"RB~denOe "`~' Pennsylvania ~+ Cumberland Tohwipa 'Ta ^ree, oeoee,a ~y,.en ,e. ryerre Name (~, w+eae, we eaAx( ,n. c01""y nd. g] No, oeaidea u«d wain rwp. J. Otto Eck ,9.hberr.Neaw(FYee.m~eaewrpr,r,y,n„) kndlitdea Camp Hill ~~'~011dM~`N°""R~'/~ Freida Seeman ~/~" Christel L. 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Ertel, of Cumberland County, Pennsylvania, revok '' _ wills and declare this to be my will: for ° ~ r , _' r- _ GIFTS ~O~ ~ ~ ~ _`~{ Personal and Household Effects: I give all my articles of persona or ca ` ~ ~" household use, including automobiles, together with all insurance relating thereto, to my r only child, Christel L. Ertel (Stewart), who so survives me. I may leave a memorandum setting forth suggestions as to the distribution of certain items and, while the memorandum is not to be legally binding, I hope the suggestions in it will be carried out. II. Residuar Estate: I give the residue of my estate, real and personal: To my daughter, Christel L. Ertel, if she survives me and if not, to my grandchild Grace Martha Ertel Stewart III. Powers of Annointment: No provision of this will shall exercise any power of appointment I may have. ADMINISTRATIVE PROVISIONS V. Minor Beneficiaries: Any property passing under this will to a person under twenty-one years of age shall be paid to a custodian for the minor selected and appointed by my executor under the Pennsylvania Uniform Transfers to Minors Act. VI. Protective Provision: No interest in income or principal shall be assignable by, or available. to anyone having a claim against, a beneficiary before actual payment to the beneficiary. VII. Death Taxes: All federal, state and other death taxes payable because of my death on the property forming my gross estate for tax purposes, whether or not it passes under this will, shall be paid out of the principal of my probate estate so that the burden thereof falls on my residuary estate, and none of those taxes shall be charged against any beneficiary or any outside fund. This provision shall not apply to generation- skipping transfer taxes. n VIII. Management Provision; I authorize my executor: A• To retain and to invest in all forms of real and personal property, without being confined to investments authorized by a statutory list; B. To compromise claims and to abandon any property which, in my executor's opinion, is of little or no value; C. To sell at public or private sale, to exchange or to lease for any period of time, any real or personal property, and to give options for sales or leases; D• To join in any merger, reorganization, voting-trust plan or other concerted action of security holders, and to delegate discretionary duties with respect thereto; E• To borrow and to pledge property as security for repayment of any funds borrowed; F• To partition, subdivide or improve real estate and to enter into agreements concerning the partition, subdivision, improvement, zoning or management of any real estate in which my estate has an interest and to impose or extinguish restrictions on any such real estate; G. To employ and to rely upon advice given by investment counsel, to delegate discretionary authority to make changes in investments to investment counsel, and to pay investment counsel reasonable compensation in addition to any fees otherwise payable to my executor; H• To employ a custodian, to hold property unregistered or in the name of a nominee [including the nominee of any institution employed as custodian], and to pay reasonable compensation to the custodian in addition to any fees otherwise payable to my executor; and. I• To distribute in cash or in kind. These authorities shall be in addition to those granted by law and shall be exercisable without court authorization. IX. Business Interests: In dealing with the stock of any close corporation, any partnership or any other business interest forming a part of my estate, I authorize my executor: 7 _~ C A. To disregard any principle of investment diversification and to retain any part or all of such interest as long as my executor considers it advisable to do so; B. To sell any part or all of such interest at such time or time's for such prices, to such persons (including persons who are fiduciaries or beneficiaries hereunder) and on such terms and conditions as my executor may think advisable; C• To do anything that may seem advisable with respect to the operation or liquidation of any such business or any change in the purpose, nature or structure of any such business; D. To delegate authority to any director, stockholder, manager, agent, partner or employee, and to approve payment from the business of adequate compensation to any such person; E. To cause the business to borrow money from the banking department of any corporate executor, regardless of any rule of law with respect to conflict of interest; and F• To make additional investments in any such business, if such action seems in the best interest of the beneficiaries hereunder. The fact that any executor of this will may be interested in any such business as director, stockholder, manger, agent, partner, employee or creditor shall not constitute an adverse or conflicting interest, and the acts of such executor shall be judged as if he or she had no interest in the business. No executor shall be liable to anyone for anything done or not done by any other executor or by any beneficiary, except for willful or gross negligence. In short, I intend that in making decisions hereunder, my executor shall have the same freedom of action that I would have if living. X. Debts and Funeral Expenses: My debts and the expenses of my last illness, funeral and burial shall be paid out of my estate. XI. Executor: I appoint my daughter, Christel L. Ertel, executor of this will, and I direct that: A. If my daughter, Christel L. Ertel, for any reason fails to qualify or ceases to act as executor, I appoint Gary N. Stewart, executor in her place; B. My executor may at any time be written instrument appoint a corporation with fiduciary powers as a co-executor and may enter into a binding agreement with it regarding its compensation; ~ r~ C. The words "my executor" shall refer to all those from time to time acting as such; and D• No executor shall be required to give bond. r _ _ _ ____.. ~..,, ~.,., ~ ~_ilaiiiCU ~cstatrlx signed this and declared it to be his will, and now at his request, in his presence, and in the presence of each other, we sign as witnesses: Witness ~ ~r~. s o~ S-~ Pc.1 ~, y ~~, Address Witness S~1 ~ ~~P~ ~lcn ~~ Address L 1^J P~ ' ('70 7~ ~~ /~ _ Executed~~1~ Z~ , 2010. STATE OF PENNSYLVANIA COUNTY OF ~ ~ ~,,.7 SS I, Shirley M. Ertel, having been duly qualified according to law, acknowledge that I signed the foregoing instrument as my will, and that I signed it as my free and voluntary act for the purposes therein expressed. f,, We, having been duly qualified according to law, depose and say that we were present and saw Shirley M. Ertel sign the foregoing instrument as his will; that he signed it as his free and voluntary act for the purposes therein expressed; that each of us in his sight and hearing and at his request signed the will as witnesses; and that to the best of our knowledge he was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Witness Wit s Subscribed, sworn to or affirmed, and acknowledged before me by the above-named testatrix and by the witnesses whose names appear opposite, on~~ ~ , 2010. • J Notary Public COMMONWEALTH OF•PENNSYLVANIA Notarial Seal Michelle A. Sine, Notary Public City of Harrisburg, Dauphin County My Commbsion E~i-es Nov. 18, 2012 Member. PennsyivarNa Assodatlon o/ Notaries ,~ ~- _ n ~-