HomeMy WebLinkAbout02-11-11PETITION FOR PROBATE AND GRANT OF LETTERS
REGISTER OF WILLS OF CUMBERLAND
Estate of Dorothy J Stevens
also known as
COUNTY, PENNSYLVANIA
File Number 21 - 11 --- !
t ~~
,Deceased Social Security Number 169-24-5256
Mary Shorter and Evelyn L. Witman _
Petitioner(s), who is/are 18 years of age or older, apply(ies) for:
(COMPLETE `A' or `8' i3ELOW.•)
Q A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the Executors named in the
last Will of the Decedent dated 05/24/2001 and codicil(s) dated .___
(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 instruments} offered
for probate, was not the victim of a killing and was never adjudicated an incapacitated person:
B. Grant of Letters of Administration
app ica e, en er. c..a.; .n.c..a.; pe en e i e; uran e a sen ~a; uran a minon a e
Petitioner(s~ after a proper search has /have ascertained that Decedent left no Wil! 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.)
Name Relationship Residence C~ ~D
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(COMPLETE /N ALL CASES:) Attach additional sheets if necessary. -~ C.."`? `-'~
Decedent was domiciled at death in Cumberland County, Pennsylvania with his /her last principal residence at
3709 Rosemont Avenue-, ramp Hili, PA 17011
(List street address, townlcity, township, county, state, zip code)
Decedent, then $p years of age, died or. 02/03/2011
Decedent at death owned prope;t;; with estimated ~;21ues as follows:
(If domiciled in PA) All personal property $
(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:
110,000.00
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:
Signature Typed or printed name and residence
Mary Shorter 3709 Rosemont Avenue
1 ~~G~-c.-- Camp Hill, PA 17011
J ` '1
Evelyn L~IVitman 402 Wren Court
rr ~ Mechanicsburg, PA 17050
G~.~C~ ~ /
at Manor Care
Form KW-UL Rev. 10-13-2006 Copyright (c) 2006 form software only The Lackner Group, Inc. Page ~ of 2
Oath of Personal Representative
COMMONWEALTH OF PENNSYLVANIA } SS
COUNTY OF Cumberland }
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.
Sworr; t0 or ditLirmed a4zd subscribed
before me this / day of
~ '~
For fihe Register
Signature of
Mary Shorter
i .~
Evelyn L. Witman
Signature of Personal Representative
File Number: 21 -11 - (C~ ~
Estate of Dorothy J Stevens
Social Security Number: 169-24-5256 Date of Death: 02/03/2011
Deceased
AND NOW, t , in consideration of the foregoing Petition, satisfactory proof
having been presented before me, IT IS DECREED that Letters Testamentary
are hereby granted to Mary Shorter and Evelyn L. Witman
in the above estate
and that the instrument(s) dated 05/24/2001
described in the Petition be admitted to probate and filed of record as the last Will (and Codicil(s)) of Decedent.
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3 REV 1112006 COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS
RMANENTI" CERTIFICATE OF DEATH
ACK INK ~~ tnctructions and exarttoles on reverse) cr.rc r.. c sn u.oco
1. Name o} Decedent (First, middle, last, suffix) 2. Sex 3. Social Security Number 4. Date of Geath (Month, day, year)
2011
3
5256 Feb
24
169
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Dorothy J. Stevens
. 5. Age (Last Birthday) Under 1 ar Under 1 da 6. Date of Birth Month da 7. BI ace C and state a tae coon Be. Place of Death Check on one
Mcllhs Days Hours Minutes Hospital: Other:
• 8 0 Yrs May 3 0 ,1 9 3 0 W e S t Fairview , PA ^ bfpatient ^ ER / Otrtpatlent ^ DOA Nursing Home ^ Residence ^ Other -Specify:
8b. Canty of Death 8c. City, Boro, Twp. of Death 8d. Fadlity Name (If rrot ktadlutlon, glue street and ntarfber) 9. Wes Decedent of Hispanic Ork)In1 ~ [] yrfs 10. Race: American Indian, Black, White, etc.
~
Cumberland
Camp Hi 11 (11 yes, specify Cuban, I sp~M
Manor Care Mexkan, Puerto Rican, et°.) white
i i. peoadenYs llsuel tlon Kind of work d ate dud most of wodd INe. Do not state retl 12. Wes Decedent ever in the 13. DecederrPS Educatbn (Specity only highest grade completed) 14. Marital Status: Marled, Never Married, 1 ~~. Surviving Spouse (If wde, gNe maiden name)
Divorced (Speary)
Widowed
wnddwork KvWotBusinesa/Industry U.S. Armed Faces) Ek~ttary /Secondary (0.12) College (1-4 or 5+) ,
widowed
bookkeeper insurance ^ Yea No -~
s. Daa,aanra Mailing Address (slrea,, city novm, orate, zip rxxle) Decedents Pennsylvania Did Decedent
Twp.
Live in a 17c
Decedent Lived in
^ Yes
3709 Rosemont Ave. ~
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Actual Residern;e 17a. Shta
Township?
Cumberland 17d.~,°, Decedent Lived within Camp Hill
Cam H i 11 PA 1 7 0 1 1 17bca,nty
Actual Limits of coy/ Boro
18. Fathers Name (First, middle, last, st>f8x) John W . Buser 19. Mother's Name (Frst, middle, maiden aumame)
Gertrude Kramer
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20e. InlormaM's Name (Type / Pdnt)
Wendy Grumbling 20b. InlamanYS Meiling Address (Street, °hY !town, stale, zip code)
P.O. Box 573 Tonto Basin, AZ 85553
21a. Me of Disposition r ^ Crematbn ^ Donaton 21b. Data of Dlspositlat (Month, ~Y, Yid 21c. Place of Disposkion (Name of cemetery, crematory or other piece) 21d. Location fCity /town, state, zip code)
uthorimd
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Donetlon
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Buda) ^ RemovalfromShte ~ Feb. 8, 2011 Stone Church Cemetery Enola,PA 17025
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• lure of Fu Lirxarfsee (a person acting as such) 22b. License Number
-013163-L 22c. Name end Address of Facility
&CS,324 Hummel Ave.,Lemoyne,PA 17043
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Musselman
plate Items 23a•c only when certflying
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Y 23e. T o the st of my knowledge, death occurred at the tlme, date and place stated. (Signature and title) ~ /~-1 C/- ' ' C/( /'~. I
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• 24, Time of Death 25. Date Pronounced Dead (Month, day, year) 26. Was Case Refe tc Medal Examiner /Coroner
Mems 24.26 moat be completed by person ^
^ Y for a Reason Other than Crematlon or Donation?
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who txaaunces death. O ~ Q M. ~L.,
CAUSE OF DEATH (See Instroetlons end exempts) r Approximate Interval: Part II: Enter other sionfOcant condtlions caftributlnq to death,
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Item 27. Pen L Eller the chain of events -diseases, injuries, or canpCrcatbns • that drectly caused the death. DO NOT enter terminal events such as cardiac arrest, ~ Onset to Deat roba
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es
respiratory arrest, a ventricular 8brilialion witlwut showing the etiology. List only one cause on each line. r No ^ Unknown
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IM~M~~ ~CNAUSE (FI ~ disease a n /~ r~ G r ~ ~ S
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29. If Fem
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leadi to the carree tleted on line a. p~ to (a as a consequence oQ: i
Eller UNDERLYING CAUSE t
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30a. Was an Aulapsy 30b. Were Autopsy Findings 31. Ma Death 32a. Date of Injury (Month, day, year) 32b. Describe How injury Occurted 32c. Place of In}ury: Horne, Farm, Street, Factory,
13ffae Building, etc. (Speri/y)
Pedomred? Available Prbr to Comple
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ths afore) ^ Homicide
ause o
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o ^ Accident ^ Pending Investlgation 32d. Tine of In}ury 32e. Irry'ury et Work? 32f. If Trenapodatbn Injury (Spedly) 32g. Location of injury (Street, city / tovvn, state)
^ Yes o ^ Yes No
^ Yes ^ No ^ Driver/r)peretor ^ Passenger ^ Pedestdan
^ Suicide ^ Could Not be Detertnlred M Other • Speclly:
33e. Certifier (dtacfc Dory one) 33b. afore and Title o r
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Certlfying physkhn (Physician °•rtltyin9 cause d death when another physician has pronanced death and completed Item 23) , life
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To 1M hest of my knowedge. death orxurrod due to the urge(s) and manner as shred _ _ _ _ _ -' _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ .. - - - - - - - ^ - - 33c. Llurrae Number .Date Signed (Month, day
, year)
• Pronouneing and rxrtNying physician (Physician both pronouncing death and certHykg to cause of death)
To the best of my -mowlsd9e, death occurred st the lima, dste, and place, end dos to the cause(s) and manner as Mated_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ ^
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• Medical ExaminerlCoroner
On 1FN bmh o1 exemfnstion and 1 or inveadgetion, in my opinbn, death occurred M the dms, dsh, end pleee, end dos to gte eave(s) afM manner u satad_ ^ 34. N and of Person Who t~se of Death (It@m 27) Tyx i Pdnt
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35. Regishers Signature.
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I, DOROTHY J. STEVENS, of Mechanicsburg, Cumberland County, Pennsylvania,
being of sound and disposing mind, memory, and understanding, do hereby make, publish, and
declare this to be my Last Will and Testament and hereby revoke all other Wills and Codicils,
that I have made, including the Will dated December 4, 1990.
FIRST: I give and bequeath my diamond wedding ring set to my daughter,
,~''~ENDY GRUMBLING, of Cedaredge, Colorado, so long as she shall survive me by thirty
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SECOND: All the rest, residue, and remainder of my Estate, of whatever nature and
wherever situate, I give, devise, and bequeath as follows:
A. Three fourths (3/4) to my daughter, WENDY GRUMBLING, so long as
she shall survive me by thirty (30) days;
B . One fourth (1 /4) to my granddaughter, SHERRY LYNN SAYL~;R, of
Sun Valley, Nevada, so long as she shall survive me by thirty (30) days.
Should any of these individuals fail to survive me by thirty (30) days, but be represented by
children then living, these children shall take, per stirpes, the share to which my beneficiary
would have been entitled if then living.
THIRD
If any portion of my Estate shall be payable to a beneficiary who is less
than eighteen (18) years of age, my Executrix may pay such share to the beneficiary's parent
or guardian, as custodian for said minor, who shall deposit such share in the minor's name in a
Uniform Gift to Minors' Act account in a savings institution of the Executrix's choosing,
payable to the minor at majority.
FOURTH: All interests of any beneficiary in the income or principal of this Estate,
~'~ while undistributed and in the possession of my Executrix, even though vested and
distributable, shall not be subject to attachment, execution or sequestration for any debt,
,~
contract, obligation or liability of any beneficiary and, furthermore, shall not be subject to
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,; pledge, assignment, conveyance, or anticipation.
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FIFTH: All inheritance, estate, and succession taxes (including interest and any
penalties thereon) payable by reason of my death shall be paid out of and be charged generally
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t the principal of my residuary estate without reimbursement from any person.
SIXTH : In addition to all rights and powers conferred by law, I authorize and
ver my Executrix and her successors, in her absolute discretion and without necessity of
ing court approval:
A. To buy investments at a premium or discount.
B. To hold property unregistered or in the name of a nominee.
C . To give proxies, both ministerial and discretionary .
D . To compromise claims .
E. To join any merger, consolidation, reorganization, voting trust.
plan, or any other concerted action of security holders and to delegate discretionary duties with
respect thereto.
F. To lend to, and buy from, my estate.
G. To borrow and to pledge real and personal property as security therefor.
H. To sell at public or private sale for cash or credit or partly for each, to
exchange, or to lease for any period of time, any real or personal property, and to give options
for sales, exchanges, or leases.
I. To exercise any option permitted by law which she believes to be
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advantageous from the viewpoint of overall tax reductions, including, without limitation of the
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`, foregoing, power and authority to claim administration or other expenses either as income tax
deductions or inheritance or estate tax deductions, without regard to whether they were paid
,,
~~` from principal or income and without requiring adjustments between principal and income for
='any resulting effect on income or estate taxes, and a deduction of such expenses for income tax
~, , --'purposes shall be given effect in computing the respective shares of all persons interested in
my estate set forth herein, even though the effect is to increase the share of one beneficiary or
.~~ class of beneficiaries hereunder at the expense of another; and to make such adjustments, if
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~ any, between beneficiaries with respect thereto as she shall deem appropriate in view of the
~~
nature of the transaction and the amounts involved.
J. To distribute in cash or in kind or partly in each.
The powers granted hereunder shall be exercisable with respect to all real and personal
property, including, but not limited to, income and principal held for minors or disabled
beneficiaries at any time, until the actual distribution of all property. All powers, authorities
and discretion granted here shall be in addition to those granted by law and shall be exercisable
without leave of court. However, nothing herein shall be interpreted or construed to
encourage, authorize, empower, or permit the Executrix to act or cause anyone to act in a
manner contrary to or inconsistent with accepted standards of portfolio diversification and risk
management.
SEVENTH: I nominate, constitute, and appoint my sisters, EVELYN L. WITMAN
and MARY SHORTER, both of Camp Hill, Pennsylvania, as Co-Executrices of this, my Last
Will and Testament. In the event of the renunciation, death, resignation, or inability of either
of my sisters to act for whatever reason in this capacity, then I nominate, constitute, and
appoint the other sister as sole Executrix.
I direct that no representative named above shall be required to post security for the
faithful performance of her duties in any jurisdiction insofar as I am able by law to relieve her
of such obligation. Any of my representatives shall be entitled to reasonable compensation for
the performance of the duties set forth here.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this .Z*1'"'` day of
tti-~{~1 , 2001, on this, the fourth of four typewritten pages. I have also signed the
left-hand margin of the first three of these pages for purposes of identification only.
~.__.
SIGNED, PUBLISHED, and DECLARED by the Testatrix, DOROTHY J. STEVENS,
as her Last Will and Testament, in the presence of us, who at her request, in her presence, and
in the presence of each other, have hereunto subscribed our names as witnesses.
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ACKNOWLEDGMENT
Commonwealth of Pennsylvania
County of Cumberland
I, DOROTHY J. STEVENS, Testatrix, whose name is signed to the attached
instrument, having been duly qualified according to law, do hereby acknowledge that I signed
and executed the instrument as my Last Will and Testament; that I signed it willingly; and that
I signed it as my free and voluntary act for the purposes therein expressed.
~~.
C. ` ,.
W ~ ti ,~y
~..
OROTHY J. S'I\ ~E
Sworn or affirmed to and subscribed before me by DOROTHY J. STEVENS, the
Testatrix, this ~ ~-r1 day of Y~'(1 ~~ , 2001.
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Notary Pub c
Notarial Seal
Mary M. Loper, Notary Public
C~utM HNI Boro, Cumberland County
Member, Pennsylvania Association of Notaries
AFFIDAVIT
Commonwealth of Pennsylvania
County of Cumberland
We, Debra K. Wallet and `~~. I't ~ y?~C~, ,~ ~ ~ ,the witnesses v~rhose names
are signed to the attached instrument, being duly qualified according to law, depose and say
that we were present and saw the Testatrix sign and execute the instrument as her Last Will
and Testament; that she 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 years of age or older,
of sound mind, and under no constraint or undue influence.
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worn or affirmed to and subscribed to before me by ~.)~'kjt-~>~. ~:. ~ ,~ ~,~~ 'i ~
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and ~ ~~,~~~,,~~~~~~~~~ }.~ ~~,~ ,witnesses, this `"~ ~~~' day of {r,~~~ , 2001.
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Notary Publi
Notarial seal
Mary M. Loper. Notary Public
HN! Boro, Cumberland County
My~Commission Expires Oct. 27, 2003
Member, Pennsylvania Association of Notaries