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HomeMy WebLinkAbout01-19-11ESTATE OF IN THE COURT OF COMMON IPILEAS KERMIT E. ANDERSON :CUMBERLAND COUNTY, PENI~T~SYLVANIA ORPHANS' COURT DIVISION No. Z J-1(-OC~~ ~_. ~~ ~ -ran ~ r-~' `~i c. ^ ~ -, PETITION UNDER SECTION 3102 OF THE PROBATE, ~ ~,~~°- t y ESTATES AND FIDUCIARIES CODE FOR ' _~ ~ ~ - SETTLEMENT OF SMALL ESTATE ` ~~ w ~= ~ ~ TO THE HONORABLE JUDGES OF SAID COURT: Cherlyn L. Anderson your Petitioner, files this Petition for Settlement ofta (Small Estate under the provisions of Section 3102 of the Probate, Estates and Fiduciaries Code ~la~d in support thereof avers that: (1) Your Petitioner, Cherlyn L. Anderson is a competent adult rest ing at 1663 Trindle Road, Cazlisle, Pennsylvania 17013, and is the spouse'., ~f the above decedent. (2) Kermit E. Anderson, died on November 28, 2009 at the age of 64 }fie s, but prior thereto lived and was domiciled at 1663 Trindle Road, Carlisle, I Rennsylvania, Cumberland County, Pennsylvania. A copy of decedent's Deatl certificate is attached hereto as Exhibit "A." (3) Kermit E. Anderson died with a Will. No Letters have been issut~c~. A copy of Decedent's Last Will and Testament is attached hereto as Exhibit ")~.~' (4) Kermit E. Anderson had no probate estate when he died other than t~$ following: Bank Accounts with Cornerstone Federal Credit Union Stith a value of $10,248.47. (5) The sole heirs and relationship to the decedent aze as follows: Cherlyn Anderson, spouse Jonathan P. Anderson, son Timothy D. Anderson, son Tammy R. Brown, daughter Thomas A. Anderson, son (6) Your Petitioner avers that there aze no creditors of the decedent'atid no claims unpaid known to your Petitioner. WHEREFORE, your Petitioner respectfully requests that an Order be made authorizing Cornerstone Federal ,Credit Union to close member number 25024, Shazes 1, 7, and 18, and distribute to Cheryln L. Anderson, pursuant to Section 3102 of the Probate, Estates and Fiduciaries Code. ~~ By .~ cus . McICni ,Esquire S preme .'25476 I WIN & McKNIGH , !,P.C. 60 West Pomfret.Stree~t Cazlisle, PA 17013 ', (717) 249-2353 ', COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND Cherlyn L. Anderson, being duly sworn according to law, deposes and say that the facts contained in the foregoing Petition are true and correct to the best of her knowled~eb information and belief. h • ISEAL) Cherl L. Anderson ' Swo ~} d subscribed before me this ray of January, 2011. o Public ' r~onnn~~TM of ~ v~w- ~~ GOIIwr1110~ "~1 s,:~ ~,,, ', wing Cn5 RFV inr~n7) ~ ~ ~ .. LOCAL REGISTRAR'S CERTIFICATION OF DEAl`H WARNING: It is illegal to duplicate this .copy by photostat or photograph.::. . Fee for this certificate, $6.00 tnls is to ceruty gtl~t [rle l;liarmauon.llere given ~a correctly copied frc~.at- crig•rial Certificate of ;Death duly filed with. ;tom ats I>i~ca~ It~gistrar.'Fhe original certificate will 'be far~~rded• _ta the State .Vital Records Office fot pferlxianent' filing. 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ANDERSON, of Middlesex Township, Cu~rnb~r~and County, Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly revoking all Wills and Codicils heretofore made by me. ONE: I direct my Executrix to pay all of my debts, funeral and administr~tXve expenses as soon as may be done conveniently after my decease. TWO: I give, devise, and bequeath all of my estate of every nature and wh~~ever situate, to my wife, CHERLYN L. ANDERSON, provided she has survived me by thirl~ X30) days or more. ' THREE: If my wife, CHERLYN L. ANDERSON, has predeceased m~, or failed to survive me by thirty (30) days or more, I give, devise, and bequeath all of my e$t~te of every nature and wherever situate to my children, JONATHAN P. ANDERSON, TI~OTHY D. ANDERSON, TAMMY R. ANDERSON, and THOMAS A. ANDERSON, in'I dqual shares, per capita. If one of my children has predeceased me, then the share of said decea$e~d child will be distributed equally to my children who survive me. FOUR: I appoint my wife, CHERLYN L. ANDERSON, to serve as Ex~c~trix of this my Last Will. If she has predeceased me, failed to qualify, or ceased to serve asl executrix, I appoint my children, JONATHAN P. ANDERSON, TIMOTHY D. ANDERSEN, TAMMY R ANDERSON and THOMAS A. ANDERSON, to be the Co-Executors of this mly Last Will. FIVE: My Executrix may, at her discretion, compromise claims, borrow !money, retain property for such length of time as she may deem proper; lease and sell property ~~ such prices, on such terms, at public or private sales, as she may deem proper; and invest estate property and income without restriction to legal investments. SIX: No Executrix or Co-Executors, acting hereunder shall be required to post bond or enter security in this or any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal thi$ '~ day of December, 1998. ![ ,G~,w~-~ (~ ~.~.~.G~.µ.. (SEAL) KERMIT E. ANDERSON Signed, sealed, published and declared by KERMIT E. ANDERSOI~T, the above named Testator, as and for his Last Will and Testament, in the presence of us, who, lat his request and in his presence and in the presence of each other have subscribed our names I, als witnesses hereto. ACKNOWLEDGMENT AND AFFIDAVIT WE, KERMIT E. ANDERSON, CHERYL L. CLELAND and MART L. NOEL, the testator and witnesses respectively, whose names are signed to the foregoi~~ instrument, being first duly sworn, do hereby declare to the undersigned authority that the testa~t~r signed and executed the instrument as his Last Will, and that he had signed willingly, and tlxat he executed it as his free and voluntary act for the purpose herein expressed, and that each of th~ witnesses, in the presence and hearing of the testator, signed the Will as a witness and that to tl~e best of their knowledge the testator was, at that time, eighteen years of age or older, of sound m~i~d and under no constraint or undue influence. K ~B.t.,M,~,~ KERMIT E. ~ L.CLELAND L~ N E COMMONWEALTH OF PENNSYLVANIA . SS: COUNTY OF CUMBERLAND Subscribed, sworn to and acknowledged before me by KERMIT E. RSON, the testator herein, and subscribed and sw to before me by CHERYL L. CL SAND and MARTHA L. NOEL, witnesses, this day of December, 1998. CORNERSTONE Federal Credit Union Manbrr,J6aahdeld- Sav(ce 61a~eld. P.O. eOX 1181 CARLISLE, PA 17015 717-249.1881 0034x8 - KERMIT E. ANDERSON CHERLYN L. ANDERSON 1663 TRINDLE ROAD CARLISLE PA 17015-9714 STATEMENT OF ACCOUNT N071CE 3EE ENCLOSED FOR IMPORTANT INFORMATION RE~ YOUR RIC>FITS TO DISPUTE BI W N(3 ER NO GE SEE ENCLOSE FpRIMPORTANT INFORMATION IN CAS ERRORS OR QUESTIONS ABOUT ELECTRONIC TRANSFERS IDENTIR !WITH LETTERS "EFT' .....:MEMBER NUMBER.. 25024 3TATE1iAENT D TE OWNERSHIP OF SHARE. DEPOSIT AND CERTIFICATE ACCOUNTS SHONfN ON THIS STATEMENT IS NOT TRANSFERABLE E%CEPT ON THE BOOKS ~ THE CREDIT UNION. Tnnseotion DeRe TrensacAan Dearxiption lrrrf88i000h Amount riniaaps. rnxnww~w NiaM Loans ., CHMQ BALANCE _ snd Cre6fa SHARE Ol..REGULAR SHARE ACCOUNT 12-O1 Previous `Balance 27,46 A Dividend of .03 will be posted to this account on JAN Ol 12-31 New Balance ~~ 27.46 .12 to-Date Divdend ,this account Year - - - ~ - - - - - - - - - _ _ - - - - - - - - SHARE 07. .SHARE DRAFT ACCOUNT 12-01 Previous Balance ~, 1677'.77 A Dividend of` .63 will be posted to-this account on JAN O1 12-31 New 'Balance 1677.77 Year-to-Date-Dividends this account 2.83 SHARE 1$.artONEY MARKET PLUS ACCOUNT 12-01 .Previous Balance 8539.73 it-30e DIViDEND 3.51 I 8543.24 Annual Percentage Yield earned from 11/fll/2010 - 11/30/2010 on Till average- daily balance of S 8:539.73 was .50~k ~ i A Dividend of 3.27 will be posted to this account on JAN O1 12-31 New Balance I, 8543.24 Divdends this account 49,85 Year+to-Date _ - - ~ - - - - - _ - - - - Total Dividends. Earned This Year S 52.80 - - - -Total Loan Interest ;Paid This-Year _ _S- - - - _00 - - - - - ~ - - - - - - and prosperous new-year! Wishing-you a-happy, healthy If your new year's resolution includes a financial checkup, give us a a 1. We can help with all of your financial needs:. Credit card balances with h g interest rates -transfer them to a CFCU Visa card; Auto loan that's.c s ing you too much money-.refinance with CFCU and save some .money; Mortgage thja ' out of this world -come back to earth with Cornerstones great mortga ei rates; Need a credit check -we'll help you get your free credit report; lodk n for a place to invest -details available at our office. These are just a f,e f the ways in which Cornerstone FCU can help you in the new year. Give us aE - 1 today you. can make your financial and don't spend another year wondering how l fe a little less stressful...we have your answers.