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Home My WebLink About12-10-10PETITION FOR PROBATE AND GRANT OF LETTERS REGISTER OF WILLS OF CUMBERLA_~ COUNTY, PENNSYLVANIA Estate of ELIZABETH T. THE O File Number 21 10 ~~ ~ S also known as , Deceased Social Security Number 162-22-6013 Petitioner(s), who is/are 18 years of age or older, apply(ies) for: (COMPLETE 'A' OR 'B' BELOW.) 0 A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is /are the Executor last Will of the Decedent dated 10/9/91 named in the and codicil(s) dated 10/28/91 and 07/6/95 (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 (If applicable, enter: c.t.a.; d.b.n.c.t.a.; pendente life; durante absen ia; durance minoritate) Petitioner(s) after a proper search has /have ascertained that Decedent left no Will and was survived by the folio 'ng spouse (if any~d 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.) -^ ra- ~., o -r.:~i t~ (COMPLETE WALL CASES:) Attach additional sheets ijnecessary. Decedent was domiciled at death in Cumberland County, Pennsylvania, with his /her last principal residence at ,onesdorf Wav Carlisle D A , -,~, ~ ,. _ _.... street address, town city, township, county, state, zip Decedent, then 86 years of age, died on 1214/10 at Cumberland Corssines ~ Lonesdorf Wav mouth Middleton Two Carlisle PA 17015 Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property $ /~ CJd O~ r~ nn (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, Pe[Itioner(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 y ~ G James Todd Trego Typed or printed name and residence Form RW-01 rev. 10.13.06 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) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. Swom to or affirmed and subscribed before me the ~_ day of _ , ~~ F the Register Signature of Personal Representative Trego Signature of Personal Representative File Number: 21 -- ~ y - ~ ~ ~ S ~~~ ~ "T' Estate of ELIZABETH T. TREGO f` Decea@;3~"~ 4i ``nQc~+ Social Security Number:162-22-6013 7~^ ~ Date of Death: 12/4/10 AND NOW, CW1 ~ U ~ 2010 , in consideration of the foregoing Petition, satisfactory proof having been presented before me, IT IS DECREED that LettersTestamentarv aze hereby granted to James Todd Tre o and that the instrument(s) dated 10/9/91 and 07/6/95 described in the Petition be admitted to probate and filed FEES Letters ............................. $ Short Certificate(s) ............ $ , .... $ __~{~ , w .... $ t .... $ .... $ .... $ .... $ TOTAL ............................. $ ~~~~~ ,~~ ~ ~~ Personal Representative Jg~i3e Q 1'y't C'~ ~- in the above estate the last Will (and Codigilbs)) of Attomey Signature: Attomey Name: No V. Otto III Supreme Court I.D. No.: 27763 Address: 10 East Hieh Street ~rlisle PA 17013 Telephone: 717-243-3341 Form RW-01 rev. /0.13.06 Page 2 of 2 IOS,Rps RAV mi/n~~ LOCAL REGISTRAR'S CERTIFICATION OF DEATH WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $6.00 I P 16855707 Certification Number ++a:,.a flev nmoe COYMOHyyEALTH OF PENNSYLVANIA • DEPARTM TTPEM EMT OF HEALTH VITAL RECORDS °'"°"'~ cEtm~caTE of Dearth (ae.In.mwYwns end .x.mpl., on r~verbb) ,. bb a oae.~ OM slab, ba rrl STATE FlLE NI1MBEfl Elizabeth T. Trego ~r" aemae.aarw•ta ,.u aAr ar ewb.y, uNa, ua,,, aora Female 162 - 22 -6013 86 wab do rw rr. T• aa•bba APWa rn. Jan. 19, 1924 Carlisle, pA "°+~ our s,aa+raaan rcy.eaanAaowi ^Ywb+ ^EA/qqy~ ^ocA ra.rq Cumberland 3. Middleta~ A~~~~~~~~~~ 11 '"r0°'aa"~°~* [7~r ,,.oaarr,ubai ~' `'uT1~^1~2y~. ~1 ReliKry,~Gon,M mwawaryta,r, a.a Mioaowa.ari.r.mb..._•_. ., ....------.. - M•Iran,Rbm Wri, r.) 1 Lorgedorf Way _._-., Carlisle, PA 17015 ,a r•r.ti,rr 6Ya wesA sa..aap Charles R. ab. Yioarr• rn. (ryp / vAV James Tree ^ awa ^ ~bm ar pparbbn Ll oarbn ^ Mia~grry- r•OrrYenaOwir AMo ~gj q,~r~ b.•.w artibr/Oarrf Nfiite (']lY• ®r i __-, -----r~..~yl ~^rP3l,s ae•) ..+u.•e.iwom,ryr-0I I .-.__......~r...~~..~.~wl a~• Widowed Alalflbibir n ebb on 'n`om' Ctmberland T°r"H°T ,Ta l~6, wean lAatlb c_ MickTl ernn ~ ^ w,o!rea+usaaeb Blanche Garland ~ 733 Florenre~Circle ~Mr„lechanicabu PA 17050 ~rbaaboalm l~bnu.aM w7 nc rbaaoyrrn M...aw~.bv,ba~wsraor.pel ~ ~ Dec. 7, 2010 Hoffman-Roth Funeral ~'/`nt°'""` tt0llle tt Carlisle. n, arb7laerr s•ebrbbONeb•r 21.Tbba - •• `•^a•~L yi - lo~.a~, ~ 4 I wY~ IMe YT. PbIL C+Yr cauaa or beAnl ryas arb,rbenb r,e.a.,P,•q ~~-arbr~bM,b.awiiplarb_~y.~/erlrb~00 N NpaMybbrt M aiti tb OTaY rNblwM btlir aNa aa4 i l'bna,awMVrrYbn Mb sap W91br1ebq:lYaparaawmrtliln. Ob•Ib Orb Yeou~ R ~y °b~M1 °Y1I --tea a. ~ / ~(h~ ~}/d C1 T~ ~ ~ !~ ~M y /' G f Orb1 ~ ~ ~'"It _ Y m,4b,a.l q n a aarq~_. _ ~ b ra•aabrbi.. ~!!_-~O9ILVMY. ...CRIME Qbb(ar• ~b•4rq al: ~°•a~'_•aYdM91b~b~l Y~ • i ~ blar•a..wab,b• ~ S a• _ ; I Hb.~rAaopb ~. Wa•Aaaby Rla~r 91.Ww~Nl4 ~ 1 ac.waornr-.--. l3rba ^Iwaer .. .._.•• ^+b L~ ^rr ^r ^Aarr ^rwsb,~ Y6TMroabe.r aa.p.yrwmr ^wm, ^~aabae.orba.e ^w. l7r b ~~a ~q~aer,ffM++.~n~nNO ru.aar~.na~aa.pe.y.+nraao.wearn ram,p,ba b,,, y~ t MbbAbdR e,b•rbnaAbbhrryyra •b•brrariL._....____ _ • T0a7bbabel~. suN rMbaaM Prabagara baalyYpb rirdbab ____________________ Iblbl mllabl/Craar ,b,•.sY.atl0bel,aa Ar bar cryp•'d b°•b,r aib~._. __...._ __ ^ rM Wb a•Ir•Yrln ra la IAry'Ia1 b M WIaaL Orq aabme a ay rRd,b, btl pbp•r as ar btlb elWlN aWabYwr•Mltl_ ^ & y, •M ~~ /-_-~SI FF. r01.Ct1Me~f-rotC' 151 I I11 I ,m~ ~.~~W°1R M~iM This is to certify that the information here given is correctly copied from 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. ~ ~uK~~.1"~~X' 0@'C 8 / 2010 Local Registrar Date Issued RNd4sti~kd.'1~. ~~ 9,,~ N ao~~ ~~G•• 416,~b~EOmYw/Caarbr•rrm CYrbn daMmaUabYm7 ~r b, Ml lblirrgbr F~4 71. ptl TeEm1M0a16ub b0Ya? ^ r ~dbb•„ ~c'.?.1~~ m.errb: ~~~Cf~c ^ rwbararaebb~ ^ N01 vbaaa ea agba•abna,,, a EI•II ~~ ^ Wnbr~Ipgrea~b rpa,r, ee. Au'aby.~.aea"t rmr. r ^e•abobn eZ4leaemaKnlabrt ary/bn rb) 3 ~ J( '~~ 31E.hb8Y~d 1rA /2 ~ N,n CaraarnAb•z/, /vm t u~./ ~chael McGlaughlin ~, y~i / 7T Z J- Iii ~~ ~~~ ~ ~~. 0 ~~ c ov ~~ r~7 ~'7 ~T o ~~ ~, ~~. N '~~ -• `n W ' December 4, 2010 _.... __ _.__.. t~J r~ ; ~;- ~1rr k ! T_ „f ,,,~ ~ c 201Q DCC 10 PM 12~ 36 LAST WILL AND TESTAMENT ~HAIVf'S CQUR'(' C~~RU,ND CQ. PA I, ELIZABETH T. TREGO, of South Middleton Township, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all former Wills or Codicils by me made. 1. I direct that all my just debts, funeral expenses, testamentary expenses and all inheritance taxes (whether such taxes may be payable by my estate or by any recipient of any property) shall be paid from my residuary estate as soon as practicable after my decease and as part of the administration of my estate. My Executor shall have no duty or obligation to obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other property not passing under this Will. 2. I give, devise and bequeath all of my estate, both real and personal property, to my Trustee under a certain inter-vivos Trust Agreement created on this date naming WILLIAM F. MARTSON Trustee and IVO V. OTTO III as alternate Trustee, to have and to hold, in trust, for the uses and purposes and subject to the terms and provisions thereof. Page 1 of 7 Pages E.T.T. ~ ~ ~ 3. In addition to the powers conferred by case law, by statute, and by other provisions hereof, my Executor and Trustee, and their successors, shall have the following discretionary powers applicable to all property held by them which powers shall be effective without order of any court and shall exist until final distribution: (a) To retain any property of any nature received by them for whatever period they shall deem advisable. This shad ~ ;,,~i„,~~ ..,.,. power to retain my dwelling in the event my son shall desire to reside therein and to retain same for as long as he shall desire to so reside; (b) To invest and reinvest all or any part of said property in such stocks, bonds, securities or other property, real or personal, as in their discretion they shall deem proper, without regard to statutes limiting the property which a fiduciary may purchase; (c) To sell, transfer, exchange or.. otherwise dispose of, any part of said property, for cash cr on terms, publicly or privately, or to lease, even for a term exceeding five (5) years or the duration of any trust herein, without liability on the purchasers or lessees to see to the application of the proceeds, and to give ~. ~_ ~. E.T.T. Page 2 of 7 Pages options for these purchases without the obligation to repudiate them in favor of a higher offer; (d) To execute and deliver any deeds, leases, assignments or other instruments as may be necessary to carry out the provisions of any trust hereunder; (e) To borrow money, including the right to borrow money from any bank and to mortgage or pledge any asset of the estate as security; (f) To assume continuance of the status of any beneficiary with regard to death, marriage, divorce, illness, incapacity and the like in the absence of information deemed reliable without liability for disbursements made on such assumption; (g ) To pay from the trust, or the income therefrom, all debts or claims against my estate, or any taxes or similar charges on my estate; (h) To make any distribution hereunder either in kind or in money, or partially in kind and partially in money. Distribution in kind shall be made at the market value of the property distributed, and my Trustee, in its absolute discretion, may cause the share distributed to any distributee to be composed of property similar to or different from that distributed to any other distributee; ~. `.!. ~, Page 3 of 7 Pages E.T.T. f (i) To exercise any subscription right in connection with any security held hereunder, to consent to or participate in any recapitalization, reorganization, consolidation or merger of any corporation, company or association, the securities of which may be held hereunder, to delegate authority with respect thereto, to deposit investments under agreements, to pay assessments, and generally to exercise all rights of invesr,ors; (j) To invest in endowment, insurance or annuity policies on the lives of beneficiaries of any trust hereunder; (k) To continue in any partnership, joint venture, joint ownership or other business enterprise of which I am a part at the time of my death; (1) To compromise claims; (m) To continue for whatever period of time as they shall deem necessary any ownership as a tenant in common or as a partner, in real estate or other property and to act as I could have done had I been living; (n) To lend money to my estate or to any trust created hereunder or to purchase from the estate or from any trust created hereunder, at the market value thereof at the time of purchase, any securities or other property tendered to them by my estate or any trust created hereunder at any time and from time to time within a period of nine (9) months after my death; ,~ ~ E.T.T. Page 4 of 7 Pages 7 4 (o) In the event that any amounts are gayable hereunder or under any trust created hereunder to a minor, or to a person otherwise under legal disability, or to a person not adjudicated incompetent, but who, by reason of illness or mental or physical disability is, in the opinio~h of fiduciary(ies) hereunder, unable to properly administer such amounts, such amounts may be paid by the fiduciarY(ies) hereunder ir. his, ?per :.r t~zeir sole diGcretion in any of the following ways as he, she or they may deem best: (1) Directly to suich beneficiary; (2) To a legally a~pointed guardian of such beneficiary for the benefit of such beneficiary; (3) To a person having custoay of such beneficiary for the benefit of such bene~Eiciary; (4) By the fiducia~ry(ies) hereunder using such amounts directly to the benefit ~f such beneficiary. Evidence of the application pr payment of an amount in such a manner shall be a full and compjlete discharge of the fiduciary(ies) hereunder to the extent of such payment or application. This paragraph shall be applicable to payments of income as well as principal. (p) To do all other acts in their judgment necessary or desirable for the proper manage~jnent, investment. and distribution of my Estate. ~' ~. ~ ~. Page 5!,of 7 Pages E.T.T. • •, ~', 4. I nominate, constitut and appoint WILLIAM F. MARTSON, Carlisle, Pennsylvania, as E ecutor of my estate. In the event he shall be unable or unwillin to serve in such capacity, then I appoint MELLON BANK, N.A., arlisle, Pennsylvania, as successor Executor. 5. I direct that neither rtty Executor nor my Trustee shall be required to file a bond to se ure the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF I hav hereunto set my hand and seal this 9tfi..day of Qctob~r , 1991. b..._ Q D~ .-C ,,.t "S,~ ( SEAL Elizab~.h T. Trego SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testatrix, as and for her Last Will and Testament, in the presence of us, who at her request, have hereunto subscribed our names as witnesses thereto, in the presence of the said Testatrix and of each other. Page 6 of 7 Pages . , ..• . ~ .ti COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF CUMBERLAND SS. I, Elizabeth T. Trego, Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. ~ilcui~,yil •i'. Trego -~-- Sworn or affirmed to and acknowledged before me by Elizabeth T. Trego, the Testatrix, this y',~h day of ' ~JZ~~xw , 19 91. Notary Public ' ~'~ `D ~'~ COMMONWEALTH OF PENNSYLVANIA ) tJct:~ia1 Seal _ COUNTY OF CUMBERLAND SS . Ktmborly E. N`Jser, Notary Public Cariish~i t3orough, Cumbs~lsa~~' County ~ ~y/ ~Fy m768f~11 'rn;. ?'.:. 23, 1Q81 the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Elizabeth T. Trego, the Testatrix, sign and execute the instrument as her Last Will; that the Testatrix signed willingly and that the Testatrix executed it as her free and voluntary act for the purposes therein expressed; that each of us, in the hearing and sight of the Testatrix, signed the Will as witnesses; and that to the best of our knowledge the Testatrix was at that time 18 or more years of age, ~f sound mind and under no constraint or undue ir}f~,u~nce. / i Sworn or affirmed to and subscribed before me this ~~ 1991. 9~~/ day of Notary Public-~~'J Page 7 of 7 Pages N~t;~iol seal Kimberly E. ','>gscr, No!~y Public C~l~sle thorough, Curntsrl:uk; Ccx~nty . P-yC'~tSmmi83iJ?~ Erpires D~-. 2?, 1Pit1 CODICIL I, ELIZABETH T. TREGO, of South Middleton Township, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this to be a Codicil to my Last Will and Testament dated October 9, 1991. 1. Paragraph 4 of said Last Will and Testament shall be restated as follows: I nominate, constitute and appoint WILLIAM F. MARTSON, Carlisle, Pennsylvania, as Executor of my estate. In the event he shall be unable or unwilling to serve in such capacity, then I appoint IVO V. OTTO III, Carlisle, Pennsylvania, as successor Executor. 2. In all other respects, I ratify and affirm my said Last Will and Testament dated October 9, 1991. IN WITNESS WHEREOF, I have hereunto set my hand and seal this a day of 1991. 1) ~ - ~ D ~ `'~ ~. ,n (SEAL ) Eliza th T. Trego ~~ SIGNED, SEALED, PUBLISHED and DECLARED by the above-named Testatrix, as and for a Codicil to her Last Will and Testament dated October 9 , 19 91, in the presence of us , who have hereunto subscribed our names at her request as witnesses thereto, in the presence of said Testatrix and of each other. .~ atti c~ u ~ ch N ~ S ti C~ 0. d Q O ~~-r ~7 ££ C j ~ V A , r~ COMMONWEALTH OF PENNSYLVANIA j SS. COUNTY OF CUMBERLAND ) I, Elizabeth T. Trego, Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as a Codicil to my Last Will dated October 9, 1991; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Eliza T. Trego Sworn or affirmed to and ack~n9wledged be ore me by E1i.zabeth T. Trego, the Testatrix, this ~l~day of ~~~~~~~_ 1991. Note y Public COMMONWEALTH OF PENNSYLVANIA ~'-N~~~~ ) Kimberly E. Wiser, Notary Pudic : SS . CarLste Bauugh, Gxnbartand County COUNTY OF CUMBERLAND ) ~~!yDCc~nur~issioa Expitss Dec- 7,1481 We , 'Gc- ~ Q _ 1~~~3,2rlG~c_ lit- ~, witnes~e`bs whose ames are signed to the attached or foregoing the instrument, being duly qualified according to law, do depose and say that we were present and saw the Testatrix sign and execute the instrument as a Codicil to her Last Will dated October 9, 1991; that the Testatrix signed willingly and that the Testatrix executed it as her free and voluntary act for the purposes therein expressed; that each of us, in the hearing and sight of the Testatrix, signed the Codicil as witnesses; and that to the best of our knowledge the Testatrix was at that time 18 or more years of age, of sound mind and under no co~}straint or undue influence. s Addres Sworn or affirmed to and subscribed before me this ~~day of /~; G L., /~~ 19 91. Notary Public ~+terlal Ssol ItllnllnNy ~~ Vvloor, Notary Pudic OatlGtk Borough, t~nbortand N!y Oanmioobri Doc 2s, phi ~ F:~FILH5IDATAFILL~WILLSW9S2.C,OD ~r1(JlilciJ„~ I, ELIZABETH T. TREGO, of South Middleton Township, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this to be a Second Codicil to my Last Will and Testament dated October 9, 1991. 1. Paragraph 4 of my said Last Will and Testament shall be restated as follows: I nominate, constitute and appoint my son, JAMES TODD TREGO, as Executor of my estate. In the event he shall be unable or unwilling to serve in such capacity, then I appoint WII.LIAM F. MARTSON, Carlisle, Pennsylvania, as Executor of my estate. In the event both my son, JAMES TODD TREGO, and WII.LIAM F. MARTSON shall be unable or unwilling to serve in such capacity, then I appoint IVO V. OTTO III, Carlisle, Pennsylvania, as Executor of my estate. 2. In all other respects, I ratify and affirm my said Last Will and Testament dated October 9, 1991. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~ ~ day of ~~~,, ' 199.E ~°'Q'7~R`'~'~rt.a~O -(SEAL) Elizabet . Trego -~} SIGNED, SEALED, PUBLISH® AND DECLARED by the abovo-named Testatrix, as and for a Codicil to her Last Will and Testament dated Elizabeth T. Trego, in the presence of us, who at her request, have hereunto subscribed our names as witnesses thereto, in the presence of the said Testa rix and of each othe ~' v ~i •~i ~ ~ r ` t _ ~n ci>~ ~ c ~ b Q ~ Q N ~ W T• `~ ~( ' W COMMONWEALTH OF PENNSYLVANIA ) SS. COUNTY OF CUMBERLAND ) I, Elizabeth T. Trego, Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as a Codicil to my Last Will dated October 9, 1991; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Elizabet .Trego Sworn or affumed to and acknowledged before me by Elizabeth T. Trego, the Testatrix, this ~ day of ~~~ 199 Not Public COMMONWEALTH OF PENNSYLVANIA ) Phylgs E. DedieneU~Nortary RibiC Carisle Born, C mberl2rd County COUNTY OF CUMBERLAND ) ~CommissionF~iresJan.5,1998 We, ~C/+~-e~C. ~~ Ja-~-~^~o~r~ shit-.~. ~ • l\J~"''~ the witnesses whose names are signed to(tt(e attached or regoing instrument, being duly qualified according to law, do depose and say that we were present and saw Elizabeth T. Trego, the Testatrix, sign and execute the instrument as a Codicil to her Last Will dated October 9, 1991; that the Testatrix signed willingly and that the Testatrix executed it as her free and voluntary act for the purposes therein expressed; that each of us, in the hearing and sight of the Testatrix, signed the Codicil as witnesses; and that to the best of our knowledge the Testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. ~7. Address Q d ss ~~ /3 Sworn or affirmed to and subscribed before me this ~ ~ day of ~~~ 199.5' `t_ Notary blic Car~GisleEBourt~ Pubiic My Commission E~ires Jan. 5 7,998