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HomeMy WebLinkAbout06-24-11PETITION FOR PROBATE AND GRANT OF LETTERS REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSY:C,VANIA ,_. ~~ ~ ~~ Estate of Lewis B. Buchanan File Number =~ ~ ~ _ also known as Lewis B. Buchanan ,Deceased Social Security Number 204-14_4455 Michael D. Buchanan Petitioner(s), who is/are 18 years of age or older, apply(ies) for: (COMPLETE 'A' OR 'B' BELOW.) ^X A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is /are the EXeCUtor - named in the last Will of the Decedent dated 9/15/2010 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 instniment(s) offered for probate, was not the victim of a killing, was never adjudicated incapacitated, and was not a party to a pending divorce proceeding at the time of death wherein grounds for divorce had been established as provided in 23 PA C.S. section 3323 (g): B. Grant of Letters of Administration (Ifapplrcable, enter: c. t. a.; d. b. n. c. t. a.; pendente liter durance absentia; durance minoritate) 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.) Decedent, then 85 years of age, died on 6/5/2011 at Holy Spirit Hospital _ 503 North 21st Street Camp Hill _ PA 17011 Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property $ _ 100.000.00 (If not domiciled in PA) Personal property in Pennsylvania $ _ (If not domiciled in PA) Personal property in County $ _ Value of real estate in Pennsylvania $ _ 319.760.00 2511 Gettysburg Road, Camp Hill, PA 17011 situated as follows: 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 Michael D. Buchanan 1609 Cressman CirclE~ Mechanicsbur PA 17055 Page 1 of 2 Form RW-02 rev. 10.13.06 ~ a.,vir~l ~.i: ~ is ~t ~ tae., l.lfJL:J:~ !i[[l[(:/[ [[U[l[[[UR[[[ J[[eG'lJ [f /[eCL'SSQTy. ~ ! ~+~ .. _. _ l~ `~.~+ -'T'1 Decedent was domiciled at death in CUMBERLAND County, Pennsylvania, with his /her last principal re;sidlence artA~ 2511 Gettvsbura Road Cama Hill PA 17011 Lower Allen Twp. Cumberland County (List street address, town/city, township, county, state, zip code) 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) vrill well and truly administer the estate according to law. Sworn to or affiLrttpd a.nd subscribed f before m; the ~ __ ~aay of Signature of Persona! Representative Michael D. Buchanan Signature of Persona! Representative ~---~ ~~"' -.~ ; Si nature o Persona! Re resentative for the Register g f p ~. ;~C-~ `~-t -,- ~,,, ~°- ,' ~ --"~ • ~ . File Number: `~ ~ - ~ 1 " ~ ~~-~ ' ~~ ~i ~:` r~ ' Estate of Lewis B. Buchanan , Decea<.~ed ~' Social Security Number: 204-14-4455 Date of Death: 6/5/2011 _ AND NOW,~~ `~ y'~-~'_ ~,-~:~ , 2011 , in consideration of the foregoing Petition, satisfactory proof having been presented before me, IT IS DECREED that Letters Testamentary _ are hereby granted to Michael D. Buchanan in the above estate and that the instrument(s) dated 9/15/2010 - described in the Petition be ad mitted to probate and fil ed of record as the last Will (and Codicil(s)) of De cedent:. FEES ~. ~~1 C ,~Cr ~~ ';~- 1(~~~,.Y.., ~ ,~ Letters 410.00 r ~egister of Wills ~ ~~ ~ ~ 'r~ _ -- r,P~(!k:. ~~_ ~" 't t~_ ' l,~~i~ Short Certificate(s) ~~~•~L $ 28.00 `, ~_ Attorney Signature: ~~-~'YJ ~ ~ ti-r~°~~•~, ` __- ~ Renunciation(s) ••••••••••••.••• $ ~ Will 15 00 Attorney Name: Christy M. Aplin , .... $ . ~ ___~_ JCP Fee ,... $ 23.50 Supreme Court I.D. No.: 207949 Automation Fee .... $ 5.00 TOTAL Form RW-02 rev. 10.13.06 ,,,, $ Address: 845 Sir Thomas Court, Suite 12 "" $ Harrisburg .... $ .... $ PA 17109 .... $ $ Telephone: (717) 541-5550 _ .... $ 481.50 Page 2 of 2 GGAL REGISTRARS EI'~`"Ia~ ~~I:~ :~ ~~~ ~, ,~. ~'V',~-RNING; It is illegal to duplNCa~ ~ai~ ~ ~k~.;~° ~~ ;a3}~~~~c,-<,>; ~ ~xr ~,:~I~)t ., ; , Fte f~~~r this cL°rtif~ic~ate, ";~~, i+(, P 17556608 Certifi~,-).lion '~l na~ll~~~r 143 REV 1112006 PE /PRINT IN 'ERMANEWT BLACK INK ,i ,'o~ ,E ,r t' r ')j p4 \ ' ' ~ I 1 ~ ~ ( I ~J , F , 2 t ~'7 ,,,, _ G 5 1. 3 l 1 ~. i E." e v i l ..- }~ f, l< 9 ~,y. ~~.~ ~„~y[ ~ JU 177 ~ ~Q11 - - , a ~ ~ ~- C~ "~ ~"' r- ,4 - 1 '! ~..~ C_ ...~~ _ _f . ~~ ....... _ - "~ 1 : ... e -_.-_. L~ t.- -~ COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS CERTIFICATE OF DEATH (See instructions and examples on reversal 1. Name of De M (Flrsl, middle, last, suffi f~ ~ ~ 2. Sex 3. Sodal Security Number V'• 4. Date of Deatlr (Month, day, year) (1 ~ 204 _14~ _ 4455 June 5 2011 5. Aga (Last Birthday) Under t ar UrMer 1 de 6. Date of Birth Month, da , ar 7. Bi lace C' and state or fo can 8a. Place of Death Check on one . O 5 the Days Hours Mlnules pA Hospital: Other v June 4, 1926 Elverson Y , • re' Inpatient ^ ER / OtApatlent ^ DOA ^ Nurein ome ^ Residence ^ Other -Specify: 8b. County of Death 8c. CHy, Boro, Twp. of Death 8d. Fadlity Nanre (If not institution, give street and number) 9. Wes Decedent of Hispanic Origin? o ^ yp~, 10. Race: American Indian Bieck White etc , , , . Cumberland East Pennsboro Hol S irit Hos ital - (It yes,specffycuban, (specify, y p ~ P ~ Mexican, Puerto Rican, etc.) W h _ 11. Decedents Usual Occu tlon Kind of work done dodo most of world Nfe. Do rat state retire 12. Wes Decedent ever In the 13. Decedents Education (Specify only highest rade com leted) 14 M it l St M Kind of W HVAC con~`ractor IO of t}uainess/l ustry plumin &~eati U.S..Arme~d F s? Ele e ry !Secondary (0-12) ~ ~ g p College (1-4 or 5+) . ar a atus: onied, Never Marded, Widowed, Dhrorcad (Specify) 15. Surviving Spouse (If wife, give maiden name) g g ~ ^ No widowed 16. Decedents Mallirq Address (Street, city /town, state, zip code) Decedents P e n n s y l v a n i a Dld Decedent ~~~~' 2 51 1 Gettysburg R d . Actual Resklence 17a. State Llve in a 17c. es, Decedent Lived in ~(~ vv '13 r A 11 e n Twp . um er an Township? Camp H i 11, PA 1 7 01 1 nb. County 17d. ^ No, Decedent Lived within Actual Limhs of ~_ City / Boro 18. Father's Name (First, middle, last, suffix) 19. Mo is Name (First middle, mai mama) Lewis W. Buchanan A~ice $renc~'~'e 20a. Infamant's Name (Type / Pdnt) 20b. Informant's Meiling Address (Street, city /town, state, zi code) Michael D. Buchanan 1609 Cressman Circle, Mechanic:sb-urg,PA17055 ~ 2ta. Method o} Disposition ~ ^ Crematon ^ Donation 21b. Date of Dispositon (Month, day, year) 21c. Place of Disposition (Name of cemetery, crematory or other place) 21 d. Location (City /town, state, zip code) Burial Re el from to r Crematlon or Donetlon Authorized er - S I ExeminerlCororar'/ ^ Yes No o n e 1 0, 2 01 1 R o 11 i n g Green C e m e t e r y arnp H i 11, PA 1 7 01 1 h of Funs n4ce Licensee (a person acti as such) 22b. License Number 22c. Name and Address of Fadllty FD-013163-L Musselman FH&C5,324 Hummel Ave.,Lemo~~nt=_,PA17043 J to items 23a-c only when certifying physician is not aveflable at time of death to 23a. To the best des 1 the tlme, date and place stated. (Signature and title) 23b. License Number 23c. Dgte Signed (Month, day, year) certify fuse of death. ~] / ~ / ~ r ~ a ~ CJf C I J( I~ ~ ~ Items 24-26 must be completed by person who pronounces death 24. Timerol Death 25. Date P ourx~d Dead (Month, day, year) 26. Wes Case R mad t Medical Examiner i Coroner for a Reason Other than Cremation or Donaton? . Y M ~ ~O ~ ~ ^ Yes No CAUSE OF DEATH (See Instructions end examples) r Approximate interval: Item 27. Part I: Eller the chain of events -diseases, injudes, or complications -that directly caused the death. DO NOT enter terminal events such as cardiac arrest, r Onset to Death Pert II: Enter other jgniflcant conditions contrilvrcina to deem, but not resuHing In fhe underlying cause iven in Part I 28. Did Tooacco Use Contdbute to Death? ^ ^ respiratory arrest, or venMculer fibdllation without showing the etlology. List onty one cause on each Ilne. g . Yes Probably r r IMMEDIATE CAUSE (Final disease or ! ^ No ^ Unknown ~ ~ ~ A / ' ~ r O ~ condition resuPong in death) _~ a y , V r i 29. If Female: ^ Due to (or as a consequence of): Sequentialry list conditons, i1 any, b ~ ~ ~ ~ ~ leading to the cause listed on line a. Not pregnant wdhin past year ^ Pregnant at lime of death Eller the UNDERLYING CAUSE Due to (or as a consequence of): ~ ^ Not pregnant, but pregnant within 42 days (disease a injury (hat initiated the r events resulting m death) LAST. e. ~ ~ 1 £ ~ ~- r of death ^ Due to (or as a consequence o : r Not pregnant, but pregnant 43 days to 1 year • r d. r before death r - ^ Unknown it pregnant within the past year 30a. Was an Autopsy Performed? 30b. Were Autopsy Findings Available Prior to Completion 31. Manner th 32a. Date of Injury (Month, day, year) 32b. Descdbe How Injury Occurred 32c. Place of Injury: Home, Fann, Street, Factory, of Cause of Death? atural ^ Homicide Office Buildln (p Ay) g, etc. Sec' ^ Yes No ^ Yes ^ No ^ Accident ^ Pending Invesdgatbn 32d. Trcne of Injury 32e. Injury at Work? 32f. If Transportation Injury (Specify) 32g. Location o1 Injury (Street, cihr I town, state) ^ Suicide ^ Could Not be Determined ^ Yes ^ No ^ Driver/Operator ^ Passenger ^ Pedestrtan M ^ Other - Speci/y: 33a. Certifier (check only one) 33b. SI nature and T' of Certifier ~ • GrtHying physician (Physalan ceriiying cause of death when another physician has pronounced death and completed Item 23) To the beet of my knowledge, death occurred due to the ceu a end manner es stated _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ ^ ~() - / _ ~ r ---- • Pronoundng end certifying physicfan (Physidan both pronoundng death and certifying to cause of death To the best of my knowedge, death occurred M the time, date, end pk~e, anti due to the cause(s) end manner as steted_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ ^ • MedlcelExaminer/Coroner 33c. License Number- ~ ~ igned (M th, day, ye 33d. Date S ~ /~ // / rM the basis of ezaminatlon and / or investlgetlon, in my opinion, death oxuned of the time, date, and place, and due to the ceuee(s) and manner as stated_ ^ / 34, Name and Address of Person Who Completed Cause of Death (Item 27) 'Type /Print C~4-~~7~ ~/L 35. Registrats Signs and District N ~ ~ I ~ / I °~ I ~ I ~ I file ~n ~~ y~~ t ~hta'/.~ ~•~rf~ F~L ~~~ l ?O // ~ / 7/d~ /~/~~ '' S ~/~f/T -w ~~~L so3 N~~sr ~f, Disposition Permit No. ~~~ r V ~ ~ t? LAST WILL AND TESTAMENT OF LEWIS B. BUCHANAN I, LEWIS B. BUCHANAN, now domiciled in 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 (;state shall be paid by my Executor from the principal of my residuary estate as soon as practicable after my death. Article II All inheritance, estate, and succession taxes (including interest and penalties the;re~on, but not including any generation skipping tax) payable by reason of my death (whether or not the assets generating those taxes pass under this Will) shall be equitably apportioned among those lbe:neficiaries to whom any benefit from my estate accrues, in the proportion that the value of the property or interest received by a beneficiary bears to the total value of the property and interests received by all such beneficiaries. 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. .. ~ ~ ~-- -_...{ _ ._ ~ ~ T _~ ti; ', ~ C.. `T7 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 witlhin 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 I give and devise my real property located at 2511 Gettysburg Road, Camp Hill, Cumberland County, Pennsylvania, with the exception of the contents, to my son, MICHAEL D. BUCHANAN, of Cumberland County, Pennsylvania, NOT per stirpes. Article V I give, devise and bequeath the contents of my house IN EQUAL SHARES to nay children, MICHAEL D. BUCHANAN, DEBORAH B. MATZ, and MELANIE A. COHICK. Article VI I give, devise and bequeath the contents of the garage and outbuildings located at 2.511 Gettysburg Road, Camp Hill, Pennsylvania, to my son, MICHAEL D. BUCHANAl`~1, NOT per stirpes. Article VII All the rest, residue and remainder of my estate, of whatsoever nature and wheresoever situate, I give, devise and bequeath IN EQUAL SHARES to my children, MICHAEL D. BUCHANAN, of Cumberland County, Pennsylvania, DEBORAH B. MATZ, of Dauphin County, Pennsylvania, and MELANIE A. COHICK, of Cumberland County, Pennsylvania. -2- 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 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 VIII I understand and direct that my life insurance, annuities, individual retirement accounts (IRAs), in trust for bank accounts and any other assets on which I may designate a beneficiary will pass to the beneficiaries that I have named and will not be controlled by the distribution provisions of this Will. I also understand and direct that any assets I own jointly with another withh rights of survivorship or a presumed rights of survivorship (whether the joint ownership was created before or after this Will) will pass to the surviving joint owner and distribution of such assets will not be controlled by the provisions of this Will. Article IX I nominate, constitute, and appoint MICHAEL D. BUCHANAN as 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 DEBORAH B. MATZ as successor Executrix of my Last Will and Testament. I direct that my Executor or successor Executrix 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 discla:im~.er I could have filed if living. My Executor or successor Executrix shall receive reasonable compensation for services rendered to my estate. -3- In addition to the powers conferred by law, I authorize my Executor and successor Executrix, 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, (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 bf;neficiary, (f) 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, (j) to file any qualified disclaimer I could have if living, and (k) to receive reasonable compensation in accordance with their standard schedule of fees in effect while their services are performed. -4- IN WITNESS WHEREOF, I, LEWIS B. BUCHANAN, hereby set my hand to this my Last Will and Testament, on ~ - ~ ~ 2010. ~` _ ~ ,c- EWIS B. BUCHANAN In our presence, the above-named LEWIS B. BUCHANAN signed this and decl,~red this to be his Last Will and Testament and now at his request, in his presence, and in the pre:>erice of each other, we sign as witnesses. Name / `: ~ r C, t U l Address 845 Sir Thomas Court, Suite 12 Harrisburg, PA 17109 845 Sir Thomas Court, Suite 12 Harrist>ur~, PA 17109 -5- I, LEWIS B. BUCHANAN, Testator, 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 LEWIS B. BUCHANAN, the Testator on ~!/~ ,2010. f ~ (~- ~. ~l~ No art' P lic POTARIAL SEAL JACQUELINE A KELLY Notary Public CITY OF HARRISBURG, DAUPHIN COUNTY nny Comm!ssior~ Expires Dec 17, 2011 S B. BUCHAN 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 Testator sign and execute this instrument as his Will; that he signed and executed it willingly as his free and voluntary act for the purposes therein expressed; that each of us in his sight and hearing signed the Will as v~~itlzesses, and that to the best of our knowledge, that he 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 ~ ~,,~~~~ r-1-~~-~?~~~1,~ and s.~~c,c ~ ~---1. l~ ,-s~~ i witnesses, on ~ - ~ 5'~ , 2010. ,j tart' ublic NOTARIAL SEAL JACQUELINE A KELLY Notary Public CITY OF HARRISBURG, DAUPHIN COUNTY nny Commission Expires Dec 17, 201 1 -6- ~ ~ ~~ ~, ~. Witness _.._ lJ L- ' ess