Loading...
HomeMy WebLinkAbout01-07-11PETITION FOR PROBATE AND GRANT OF LETTERS REGISTER OF WILLS OF CUMBERLAND Estate of LOUISE F. KOPPELMAN also known as N/A Deceased COUNTY, PENNSYLVANIA File Number ~ I r' ~ ~ "- ~ ~~ Social Security Number 360-18-0954 Petitioner(s), who is/are 18 years of age or older, apply(ies) for: (COMPLETE 'A' or 'B' BELOW.) m A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is /are the EXECUTOR last Will of the Decedent dated SEPTEMBER 26, 2005 and codicil(s) dated N/A (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:n.~a( cy ~ S ~ 6~ Q h~4,~t `~ ~- ~~~~/ aC(Y'o-rce. ~©ce ~d.~; a.~f ~ `fide o ~ oLea~i ~~er~~ rQUrdr ~-r GAS-once ~l_ !~ een ~s ~ ~`s~ica[ a_.rr ~~~.~~1.~ a? ~. C.S~ ~ P ~ 9 ,~ ~~ ^ B. Grant of Letters of Administration (If applicable, enter: c. t. a.; d.b.n.c.t.a.; pendente life; durante absentia; durante minoritate) (COMPLETE INALL CASES:) Attach additional sheets if necessary. ~ ~ ~ -~ ~: - --r~ Decedent was domiciled at death in CUMBERLAND County, Pennsylvania with his /her last principal res~ic~rtbe at ~ r- s~"t 1004 JENKINS GROVE ENOLA EAST PENNSBORO TOWNSHIP CUMBERLAND COUNTY PA 17025 ~" ~ (List street address, townlcity, township, county, state, zip code) Decedent, then 83 years of age, died on DECEMBER 27, 2010 at HOLY SPIRIT HOSPITAL, CAMP HILL, PA Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property $ 900,000.00 (If not domiciled in PA) Personal property in Pennsylvania $ (If not domiciled in PA) Personal property in County $ Value of real estate in Pennsylvania $ 200,000.00 situated as follows: 1004 JENKINS GROVE, ENOLA, EAST PENNSBORO TOWNSHIP, CUMBERLAND COUNTY, PA 17025 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: Si ature T ed or Tinted name and residence DENISE K. HARRIS, 6113 CHARING CROSS, MECHANICSBURG, PA 17050 named in the Form RW-02 rev. 10.13.06 Page 1 of 2 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.) "4.~ ~r 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. Sworn to or affirmed and subscribed before me the ~ day of ~r ~~~c. ,~1~ For the Register ~ ~ ~ Signature of Personal Representative Signature of Personal Representative Signature of Personal Representative -um. ~: ~.. o . ~ , ~, (-fl :%" - ... ~ ". r` VJ~ -, f~ r-^) File Number: ~ ~ ,~` ~ ~ _ ~~ ~ ~- ~ ;._~ ``~ ~'" ~, ~~ ~~ ~~ ~,~, ~ 3 Dece~a~tt~ ~~ ~~ Estate of LOUISE F. KOPPELMAN • • ~ -- Social Security Number: 360-18-0954 Date of Death:DECEMBER 27, 2010 ~'" AND NOW, ~~~~~ ti t~ ~ C~ 4 ` , in consideration of the foregoing Petition, satisfactory proof having been presented before me, IT I DECREED that Letters TESTAMENTARY are hereby granted to DENISE K. HARRIS and that the instrument(s) dated SEPTEMBER 26, 2005 described in the Petition be admitted to probate and filed of record as the last Will (and Codicil(s)) of Decedent. FEES Letters ............... $ 710.00 Short Certificate(s) ..~5~... $ 20.00 Renunciation(s) .......... $ AUTOMATION FEE ... $ 5.00 JCS FEE $ 23.50 WILL .. , $ 15.00 ... $ ... $ ... $ ... $ ... $ ... $ TOTAL .............. $ 773.50 in the above estate J - Register of Wi11s7ZP ~" ~~_r,~ ~,~~,~ j-~~',~~ C~ Attorney Signature `" Attorney Name: WILLIAM R. KAUFMAN, ESQ. Supreme Court I.D. No.: 78627 Address: 940 CENTURY DRIVE MECHANICSBURG, PA 17055 Telephone: 717-766-7702 Form RW-02 rev. 10.13.06 Page 2 of 2 IOS.R(15 REV (UI/Oii LOCAL REGISTRAR'S CERTIFICATION OF DEATH WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $6.00 P 16856086 Certification Number This is to certify that the information here given is correctly copied from an original Certificate of Death duly tiled with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. L ~ ~~~~~~~Dex~~' ~~jC 2 8 2010 Local Registrar Date Issued C"~ CQ i.,_•J X7°'1 ~_t~t Z ~ _r.:± ~~ r..._ m _j ~~~ ~ ~.~ t~~ ~~~ --a v"1p5.143 REy llrmoe COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS TMPERM~E~NTI" CERTIFICATE OF DEATH BLACK H4K /Rasa insetrur_tleng and eltamDles on reverse) ~r.x ~~~ ~ ~~ n.nco ~+c..l ;a r.::~ a ~..~..a :~ -..a ~. . ~ _~ ~.i r T, ~') r.. -~ _,--~ _.. _ _._ . , r---.~ . - _~_~ :- ~:~ 1. Name d Dacedud (Pint. nidds, bet. aullbc) Louise F. Koppelman 2. Sex Female 3. Social SecurNy Number 360. _ 18 _ 0954 4. Deb d Daetlr 1 , d•Y. Y•a) December 27, 2010 Age (Led BNU+day) 5 lhdu 1 lhtder 1 8. Data d BIM Hadh 7. and stele a ~ Pba d Death Chic an• . Mom. ~ Naze Mwxaa Other: 83 Yrs. August 2 1927 ].CagO i IL ®trtpdbnt ^ ER I Oulpetbnt ^ DOA ^ Nursing Nana ^ Residence ^ other - Speciy Colady d OeaHr 8b 8c. Ciy, Born, Twp. d Deelh 8d. FadHly Name (H nd iratldrtlart, give street end number) 9. Was Deadant d Fibpenic Origin? ®No ^ Yea 10. Race: American Indian. Bbcic, White. eb. . l d • Pennsboro Twp E ( White Holy Spirit Hospital ~ ~; an r . . ,~) 11. DeadutYs lleud d wak d one moat d IHs. Do nd abM 12 Was Decedent ever b the 13. DeadanYa EduaHort (Sperily arty hlghed grade aornpbted) 1~. MarMd SbWa: Herded. Never Manbd, 15. Survivilg Spouse (H wale, give rrreldert name) Wldawd Divorced (SPeay1 ulna swat KindaBwbeaa/mdusay u.s. Armed Foraa? ~,,,ta,y / s,~,ry (a1z) Colbge (1-4 a 5+) , d Wid Homemaker Own Home ^ Yea fl Na 12 owe • 18. Decedem's AteRNg Adana (Street, dry /town, stab. bP coda) Deadanya Did DecedsrN Decedent wed m F. Aenn ahnrn Twp. ®Yea 17c ~ 1004 Jenkins Grove , . ~? "~ ~eidB1L~ 17e' smte ~edwidrin l k d '?d' ^ Enola PA 17025 an >Pr 17b.Caaty t:_t>Irtt cHy/Boro Aduallmibd 18. Fsfhsr'a Noma (Fid, ntidde, bat, sulfa) 19. Mdhar's Name (Fid. rtrkldb, maidur sumurrs) Ben'amin Kruse Louise Weiler 20a. InMrntuda None (Type /Print) 20b. Irdamenl's Hainng Address (Strad, dry /town. dab. zip code) PA 17050 Mechanicsbur oss i C 6113 Ch Denise K. Harris g , ng r ar 21a. Mdhod d Dbpoaitiort r ^ Crematlon ~ Donation 21 b. Deb d Dbpoeltlar (Mondt, day. Year) 21c. Pboe d Dbpaitlon (Name d arabry, aerrtebry a other pba) 21d. la;atiort (City/town, dale. zip cads) ~~'b' ^ RunaraibanStete ; ~ • ~' ° """'°'~'d^ ^ December 29 201 Humanity Gifts Registry Philadelphia PA ^ ,t,~. ,, Y„ ,~ rza. d Fanflrd saris ' (a persarr .aHn9 ere sash) 22b. llarwa t4tarber 22a Name end addnBa d FecMily Hof fman-Roth Funeral Home and Crematory ~ 013144E 219 N. Hanover St., Carlisle PA 17013 Hama 23et ony wAren aAiyirp 23a. To Hre t>ad d my bKM'bd9a, dalh oaaared d the Hme, dab end pba dated. (Signelun end tltle) 23b. License Number 23c. Date Signed (, daY, Y•sr) phyddm b not avdeble d time d death b aMY awes d da9c. • Ibms 24.28 mud be conpNbd by person 24. Time d Dsatlr 25. Date Pronanced Deed (Month, day, year) 28. ~ Case Refggeg ~Medcal Examiner I Caaxr for a R~son Otlrer Hcen Cremation a Daz+tion? ! ~ ,rho pramabea dsslh. ; 3 P ' M. ~cC--rn i~- r~' c~- ~ ~ ` i CAUSE OF DEATH (Sea ins}rucibns and axaunplaa) r Appoxinab kduval: Ibm 27. Part I: Enbr the ~~ - . t(urin, a cornpAcatlaa - Ihal drsctly cuaad the dedh. DO NOT order tennirel events such ae ardlec enest ~ Qned ro Death Put II: Enter other but rod roeciling h tlta wcdedying cause given b Pert I. 28. DW Tobacco Uee Contitbub b DeathT ^ Yes ^ Probably napinbry areal. a ventrlcrrlar Ifbdnatlan wHhout dgwig the etlobgy. Lbt any are cane on each bra. r ^ No ^ Unlmown r ~ r~• ~ ~~ a / r t~ ~~ i 29. n Femab: ^ Nd pregnaru wnhh peat year ~ a. Due b (a n a mrmegcera• d): ) ~ ^ Pregnant et tine d death H ury uwihdN Yd mnJ~°ns b ~ 1'~ /~.J i ithi 42 da s t ^ b . ~ . Error bUNDERLYHlO CAUSE & Due b (a a a axaequura dl~ ~ r (abases a tird irHbbd the ' n y ut pregnan w Nd pregnant d death nant 43 days ro 1 year rnnt bd e Nd ra o • events re~M ~) u~. Due b (a m a ooratequxra of): , p g p p before death r ^ lhtlmoam H pregnant witiin the pad year • d. r 30e. Was an Aubpay 30b. Wen Aubpey Firdrtga 31. Marxru d Death 37a Dale d In)cay (Month, day. Year) 32b. Deacrbe Flow ~ry Occurred 32c. Place d lr~ray: Flans. Fenn. Street Fuiay, Olfia Bunrirg, ero. (SpeaYy) Pedomred7 Ava(bbb Prior b Conpbtbn d cease d DedhT ~ NeWrd ^ Famiclda ^ Aaident ^ Pardrq Irrvastlpatlm 32d. Time d tnKay 32e. Inpay d WaKt 321. n Tranaporbtbn k(ury (Spsaly) 3zg. Loatian d iyaY (street dly /town, dale) ^ Yea ~NO ^ Yea ^ No ^ Yee ^ No ^ Driver/~~ ^ Paaeuger ^ PedeeMan ^ Sukide ^ Caad Nd be DebrmYred M, l]~ - ~,~,, 33s. CarlHisr (drek anty era) .. 3 3b. Signabre aril Tilb d CartlHsr • lkrtnyYrg physlebn (Phyaldsr axtllyrog acme d dssth wAMrr eratlrr phyaidsn has prorrarroed dsatlr era axrrplebd Item 23) -------------------- ^ dasMeaeurraddwtotMeursa(a)rdnrraarrshbd broa4sdpa TotMbwtdm - ------------- y , hq •~ a~Yb9 PM'•bl•^ ( baM pronaaxirq dsatlc end arlnyMg b auee d death) 3 TolMbaadmybrawbdge,daalhoeconadatthatYne,dab.rdpba,andduetotMawee(s)andmannwaahMd-----------'------~ 3c. l.icerroe Number 3 ~ ~ ~ ts~ 3d. Data Signed (Month. deY. Y••r) ~~~+t~ • Wdlal F.xamtrw/Caraw On Hra tmsb of azarnitsHon and / a tnvB9•t~, M my opkHon, dsdh xeurrad d 1M Hnta. dale. and plea. and dus b the cause(s) and msmrer a statsd_ ^ 3 ath (Hem 27)Type /Print e +. None and Address d Who Corrgbbd Cauca d D ~ v i ~ ~ 35. RsgkUaf and [ I 38. i)ab was (MaM, bY~ r•u1 /f /~ j ~ ' n c r ~/ Y ~7' / 70 ~/' St • 7 ~ ~ fi"e2 ~ . fh ~l I 0 - ~ ~au I ~ I ~ I ~ I .. v SQ3 /Ilc~r Dbposition Permit No.~~ ~ -`' ~' T LAST WILL AND TESTAMENT OF LOUISE F. KOPPELMAN I, LOUISE F. KOPPELMAN, of 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 practicablyafter my ~w..~ w' -~, , T death. ~' ~ ~ :,~ t ;= r... ~' ~ ~.~+~ ---' 1. i ~ C ~~''i`.t ' ~~ - `r~~ ~ ~~ ~ Article II r ~' -~~ `~' 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 in accordance with any memorandum which I have either 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. Article IV All the rest, residue and remainder of my estate, of whatsoever nature and wheresoever situate, I give, devise and bequeath to my husband, RAY KOPPELMAN, of Cumberland County, Pennsylvania. In the event that RAY KOPPELMAN predeceases me or fails to survive me by thirty (30) days, I give, devise and bequeath the remainder of my estate, of whatsoever nature and wheresoever situate IN EQUAL SHARES, to my daughter, DENISE K. HARRIS, of Cumberland County, Pennsylvania, per stirpes, and IN TRUST for my daughter, LINDA L. BLACKBURN, of Cumberland County, Pennsylvania, to be held and administered according to the following terms and conditions: 1. I direct my Trustee to disburse the entire net income of the Trust to LINDA L. BLACKBURN at least on an annual basis throughout her lifetime. 2. My Trustee shall have full discretion to disburse principal to LINDA L. BLACKBURN throughout her lifetime. 3. Upon the death of LINDA L. BLACKBURN, any Trust funds remaining in the Trust, including income and principal, shall be distributed IN EQUAL SHARES to LINDA L. BLACKBURN's natural-born heirs, per stirpes. -2- 4. No beneficiary or remainderman of this Trust shall have any right to alienate, encumber, or hypothecate his or her interest in the principal or income of the Trust in any manner, nor shall any interest be subject to claims of his or her creditors or liable to attachment, execution, or other processes of law. If any of my beneficiaries predecease me or fail to survive me by thirty (30) days, I give, devise and bequeath his or her share to his or her natural-born issue who survive me, per stirpes, or if he or she has no issue, the share(s) are to be added equally to the other shares. Article V If a beneficiary under this Will has not attained the age of thirty (30) years, the share of the beneficiary shall be placed in a separate trust, for the benefit of that beneficiary according to the terms in Article VI. Article VI In the event that a Trust, other than the trust for LINDA L. BLACKBURN, is created by or as a result of any part of this Will, the terms and conditions of the Trust shall be as follows: A. To expend and apply so much of the net income and so much of the principal of the Trust as the Trustee shall consider advisable for the support, health, care and education (including college, trade school, or other similar training or education) of the child until the child attains the age of thirty (30) years. B. Upon attaining the age of thirty (30), the remaining principal and accumulated income of the child's share shall be distributed outright to the child. C. No beneficiary or remainderman of this Trust shall have any right to alienate, encumber, or hypothecate his or her interest in the principal or income of the Trust in any manner, -3- nor shall any interest be subj ect to claims of his or her creditors or liable to attachment, execution, or other processes of law. Article VII I hereby appoint my daughter, DENISE K. HARRIS, as Trustee of any Trust(s) created in this Will. In the event of the renunciation, death, resignation, or inability to act, for any reason whatsoever of DENISE K. HARRIS, I nominate and appoint myson-in-law, JAMES W. HARRIS of Cumberland County, Pennsylvania, as Successor Trustee of any Trust(s) created in this Will. Article VIII In order to carry out the purposes of the Trust(s) established by this Will, the Trustee, in addition to all other powers granted by this Will or by law, shall have the following powers over the Trust estate, subject to any limitations specified elsewhere in this Will: (a) to retain in the form received and/or 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 fiduciary/income tax returns and pay the tax due for any year for which such a return is required, (g) to make distributions in cash or in kind, or in both, and to determine the value of any such property, -4- (h) to employ any attorney, investment advisor, or other agent deemed necessary by my Executor; and to pay from my estate reasonable compensation for all their services, (i) to conduct along with or with others, any business in which I am engaged in or have an interest in at the 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. Arti~1P TX I nominate, constitute, and appoint my husband, RAY KOPPELMAN, Executor of my Last Will and Testament. In the event of the renunciation, death, or inability to act, for any reason whatsoever of my Executor, I nominate, constitute and appoint my daughter, DENISE K. HARRIS, successor Executrix of my Last Will and Testament. In the event of the renunciation, death, or inability to act, for any reason whatsoever of DENISE K. HARRIS, I nominate, constitute and appoint myson-in-law, JAMES W. HARRIS successor Executor of my Last Will and Testament. I direct that my Executor or successor Executors be permitted to serve without bond and 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 and successor Executors shall receive reasonable compensation for services rendered to my estate. Article X In addition to the powers conferred by law, I authorize my Executor and successor Executors, in his/her 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, -5- (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, (fl 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 Executor; and to pay from my estate reasonable compensation for all their services, (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. -6- IN WITNESS WHEREOF, I, LOUISE F. KOPPELMAN, hereby set my hand to this my Last Will and Testament, on 2005. .. ~, G%%~/ LOUISE F. KOPPEL In our presence, the above-named LOUISE F. KOPPELMAN 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. Nar^ne1/ ~U~+~ Address J845 Sir Thomas Court. Suite 12, Harrisburg, PA 17109` 845 Sir Thomas Court, Suite 12, Harrisburg, PA 17109` -7- I, LOUISE F. KOPPELMAN, 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 LOUISE F KOPPELMAN, the Testatrix, on - ~ ~ ,2005 . l~ .. n , i AI otary blic ~~ ~ ~ ~~Pv LOUISE F. KOPPEL n+o~ro~.r~ NOTARIAL E~ ~ NoTA~rruel~c uor~r wlxroN two, oAtr cowmr w cIS~oN EXPIRES OE~.11 2001 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 ~4~cc,Q.a~ ~~ ~, and ~ - ~ Witness witnesses, on 2005. tress L~-Q - otary blic ~p~p~1110P MEMNS~LVAl~111 NOTARIAL ~MxlUEIJNE A. IQO.LX NOTARY PU8L1C GAMIER PNRON TwP., DAUPIiIN COIINtY _ 8 _ M1f COMMISSION DIPIRES DECr 11 2001