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HomeMy WebLinkAbout06-27-11PETITION FOR PROBATE AND GRANT OF LETTERS REGISTER OF WILLS OF CUMBERLAND Estate of Betty M. Slagle also known as COUNTY, PENNSYLVANIA File Number 21-11 -` ~~ a l ,Deceased Social Security Number 182-22-7293 Joyce A Paulus Petitioner(s), who is/are 18 years of age or older, apply(ies) for: (COMPLETE A' or `8' BELOW.•) ® A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the Executrix named in the last Will of the Decedent, dated 12/15/2004 and codicil(s) dated State relevant circumstances, e.g., renunciation, death of executor, etc. After the execution of the documents offered for probate: Decedent did not marry; was not divorced; was not a party to a pending divorce proceeding wherein grounds for divorce had been established as provided in 23 Pa. C.S.A. § 3323 (g); did not have a child born or adopted; was not the victim of a killing; and was never adjudicated an incapacitated person, except as follows: B. Grant of Letters of Administration (Ifapplicable, enter: c.t.a.; d.b.n.c.t.a.; pedente liter durance absentia; durante 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 III on Section A above and complete list of heirs); was not the victim of a killing; was never adjudicated an incapacitated person; and was not a party to a pending divorce proceeding wherein grounds for divorce had been established as provided in 23 Pa. C.S.A. § 3323 (g), except as follows: Name Relationship Residence ~ -- ; .-, ~~ " :`7 ~ < ,. _. _ ... (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. C~: Decedent was domiciled at death in Cumberland County, Pennsylvania with his /her last principal residence at 84 Partridge Circle, Carlisle, North Middleton, Cumberland, PA 17013 (List street address, town/city, township, county, state, zip code) Decedent, then ~~ years of age, died on 06/09/2011 at Carlisle Regional Medical Center, Carlisle, Cumberland County, PA. Decedent at death owned property with estimated values as follows: (If domiciled in PA) (If not domiciled in PA) (If not domiciled in PA) Value of real estate in Pennsylvania All personal property Personal property in Pennsylvania Personal property in County 50,000.00 $ 100,000.00 situated as follows: 84 Partridge Circle, Carlisle, Cumberland County, Pennsylvania. 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 Joyce A Paulus 101 A Partridge Circle C7~~,~ e ~ - ~~ Carlisle, PA 17013 Form RW-OY Rev. 12-26-2010 (interim form, pending action by the CouR) Copyright (c) 2006 form software only The Lackner Group, Inc. Page 1 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. Signature ~Persorff3l Representative Joyce A Paulus r`' '~ c--x ~„- .. ~_ ~- tw~T N ~, rr ~~?~. `-~ ~-} T ; Signature of Personal Representative ^1 ~ --r-t `~ "Z7 ~ ~ ;% "~ : ~i D _._ ~-~ G ~ -r~ File Number: 21-11 --- (~~~~ Estate of Betty M. Slagle ,Deceased Social Security Number: 182-22-7293 Date of Death: 06109/2011 AND NOW, ~1 ~ ~ ~ '~ ( , in consideration of the foregoing Petition, satisfactory proof having-been presented before is, IT DECREED that Letters Testamentary are hereby granted to Jovice A Paulus in the above estate and that the instrument(s) dated 12/15/2004 described in the Petition be admitted to probate and filed of record as the last Will (and Codicil(s)) of Decedent FEES Letters .......................................... $1'~iG1~.' Short Certificate(s) ....................... $ Renunciation(s) ............................ $ ~~~iLl $ ~~,~~ $ $ $ $ $ $ TOTAL ................................... $ ~ ~ . Attorney Signature: Attorney Name: Supreme Court I.D. No.: 34349 Griffie and Associates Address: 200 N Hanover Street Carlisle, PA 17013 Telephone: 717-243-5551 Form RW-OY Rev. 10-13-2006 Copyright (c) 2006 form software only The Lackner Group, Inc. Page 2 of 2 Sworn to or affirmed and subscribed before me this day of .~ 105.80 NFI~ r01 t17, 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 17489539 Certification Number his is to certify that the information here given is ~rrectly copied from an original Certificate of Death my filed with me as Local Registrar. The original °rtificate will tie forwarded to the State Vital ecord: f -e f permanent filin g. _ ~'~- ~1 /01~~-- _ ~ocal Registrar C'7 ~ ~ ' Date Issued ~O ~ ~ ~ ,.: ~ ,;~ rn- ~ L7 o ,• ~, Nt~.,~ ~~, ttnoos COMMWNWEALTH OF PENNSYLVANIA .DEPARTMENT OF HEALTH • VITAL RECORDS D• _,.,,. ~-~ Q nPE Ptawrw '+~ PERIMNENi CERTIFICATE OF DEATH BLACN INK ISee instructions and examples On roverse) STATE FILE NUwBER V~I ~ t t. Name d DerNdre (Fex, nadde, lasl, sJAal 2. Su 3 Soar Seaairy ~b•r a. Der d OHat 1~~• 0ry. Yeul _.__. ~_ Sett Mae Sla le Female 182 -22 - 7293 June 9 2011 s Age Ilad eaMavl IAIAa 1 lklAa t e. Ow d Sab worm,. as . T. and stxa a Ee PNw a Dean Circa ar gl Yrs "°I"" °i" "°"' "'~` November 19, 1929 Carlisle, PA ~p L.p at0aead ^ ER / OINea•a ^ OOA ~ ^ Naseq NarN ^ RnlAertn ^ dlw ~ Spedy: . • eo. Caaur a Deadt & Clry. Sao. Twp. d Deadl 80. FaraAy Nartr (K red ardaam, 9w• stnwK am nunldal 9. Was Dec•daK d tttpanc QWt? ®ro ^ Yn 10. Raoe: Anteripn MrC aed Wlxa etc I~White " ~ ~°^ ~ + • Carlisle Regional 1 Cumberland South Middleton wercm.PlNrowcalt.eb.r tt. oenderYS Uwal Itindd work Aar mopd Ne. Do red sole MUed 12 Was DaoadaK ew n ON 13. DeuWMS Educadm ISpeay aay M"••I yade wngNrd) u. W~Wna6 ~~ () warrle4 15. Sarrrrg Spare I" xde. ~+ ^~ rwtNl KrN d Waa Hind d Bueelnf / NldrsaY U 3. anted Fear? E~,,,,,,a„y ! ~a,d„y (612) Catlege It-a a kl Wid d Homemaker owe ^r« ®w 12 • tE.o.~.aw'swwv~••l~»Lar/b~^•~••>m°°A°I D«aa,,,~,,,,db North Middleton T~ °e~"''' Pennsylvania ~:b°;i°"N ,~~ ~r.. 84 Partridge Circle . , "ttl°'R°'~"""Ta s'a" T«~w? UndrAlert Cumberland 'TA^~ Carlisle, PA 17013 ~a Dyreao tro.cawur t8. FadNh Name (Post, mode, lan, sd8a1 t9. wdMYS Nara IF+x nWdN. rrri0rt surrtxrlal h r es dwa d oward Mabel Marie Lutz 20a. Namerfa Name Rype I Pmt) 200. udanlae's waYnq AAaase ISaex a/ I bae4 sox. +9 pods) I Janice Adams 4529 Merr ood Lane Gastonia NC 28052 `• 2ta. 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Warl g Prtnaal lq an oa ry E PM 1 To ale Oexaery Ynorid8e, deaN nxumd xab tan,Mee, asM plw~aM dsrbtlr causyal area maws ahW__________________~ 3 J L 6 - 9 ll . • Yedicx Eaxniwltaaw ua to lM aueelq and eutma a erNd. ^ 3 and d den arM Db<• deaM occurred Y the IarN n n e Nair and Address d Paean Wlr CongNrd Caen d QWn 11Wn 27)'ypa ~ Paq , , mY epu en• • Qt ar a urwwbn eM / IX , ~ ~ K ~ ~ Y T T /( L M 1 ~ I 1 ~ ~ , A~ JB Pegrtr s Oar Fird Iwaun. day. Ywr , I 0653749 Dipasaon Pemxt No. t LAST WILL A ND TESTAMENT ~_$ K~.. .~~ ~ ~_._ ~~ i ~~x ~~ '~ OF ~~ ~ ~"' ~ .. .~ BETTY M. SLAGLE I, BETTY M. SLAGLE, of 84 Partridge Circle, Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this to be my Last Will and Testament, hereby revoking and making void all previous Wills and Codicils heretofore made by me. FIRST I order and direct my Executor hereinafter named to pay all of my just debts, funeral expenses and expenses involved or connected with the administration of my estate, including all taxes that may be assessed in consequence of my death, as soon after my death as is reasonably possible from the proceeds and assets of my estate prior to any other distributions. However, my Executor need not accelerate and pay those unmatured obligations which, in his, her or its opinion, it might be proper and more advantageous to retain or renew and pay as they become due and payable. If I do not own a burial plot or a grave marker at the time of my death, I authorize my Executor/Executrix, in his, her or its sole discretion, to purchase a burial plot and to erect a suitable grave marker at my grave, and to expend sums from my estate for this purpose. GRIFFIE & ASSOCL4TES Attorneys At Law 200 N. Hanover Street 100 Lincoln Way East, Suite D Carlisle, PA 17013 Page 1 of 8 Chambersburg, PA 17201 ~_ -- ~~; (1 EW'~ --~ ~', 1::x.'1 ~= i-,-, c~ p "i'i ~~ ,_~ SECOND I give, devise and bequeath my entire estate of whatsoever nature and wheresoever situate, together with all insurance proceeds thereon, in equal shares to my children and grandchildren, JANICE E. ADAMS, WESLEY C. BEAGLE, JASON LEHMAN and EVAN J. SLAGLE, providing they survive me by sixty (60) days, per capita. I direct my Executor/Executrix to divide among such beneficiaries all personal property of a sentimental or family nature (excluding cash, stocks, bonds and the like), including but not limited to jewelry, household goods, antiques, furniture and memorabilia, in accordance with a separate memorandum which I may place with my Will or deposit with my attorney. In the absence of such disposition by memorandum, I direct that the said tangible personal property be divided between my residual beneficiaries with due regard for their personal preferences in as nearly equal shares as practical, with the value of such dispositions being credited to the share of each respective recipient. If the said beneficiaries do not agree to the division of the personal property provided for hereunder, the decision of my Executor/Executrix, including the decision to sell the property at public or private sale and distribute the proceeds therefrom as provided hereinafter, shall be final and conclusive on all parties. THIRD Any devise or distribution under this Last Will and Testament which is payable to any beneficiary who may be under twenty-one (21) years of age or, in the judgment of my Executor/Executrix, mentally disabled, shall be held in a separate trust by my Executor/Executrix astrustee until such beneficiary reaches twenty-one (21) years of age or during such period of disability. In the case of a beneficiary under twenty-one (21) GRIFFIE & ASSOCL4TES Attorneys At Law 200 N. Hanover Street Page 2 of 8 100 Lincoln Way East, Suite D Carlisle, PA 17013 Chambersburg, PA 17201 yeazs of age, the Trustee may distribute up to one-half (1/2) of the then remaining principal and accumulated income on the request of the said beneficiary, at or after attaining eighteen (18) yeazs of age; and up to the entire remaining balance of principal and accumulated interest at or after attaining twenty-one (21) yeazs of age. During the term of any trust created pursuant to this Paragraph, the Trustee is authorized to expend and apply so much of the net income and principal of each such trust as the Trustee shall consider advisable for the health, maintenance, support, and education (including college education, undergraduate and graduate) of each such beneficiary until he or she attains twenty-one (21) years of age, or until all such amounts aze paid out of trust. I direct that no Trustee shall be required to give or post bond for the faithful performance of the Trustee's duties in this or any other jurisdiction. FOURTH I grant my Executor/Executrix the following powers in addition to and not in limitation of such powers as my Executor/Executrix shall hold by law: (a) To retain all property received including the stock of any corporate fiduciary acting hereunder, provided such property remains productive. (b) To join in any corporation, partnership, recapitalization, merger, reorganization or voting trust plan; to delegate authority with respect thereto; to deposit investments under agreements and pay assessments; and generally to exercise all rights of investors, including but not limited to, the voting of shazes. (c) To manage, operate, repair, improve, mortgage or lease on any terms any real estate held or owned by my estate. GRIFFIE 8c ASSOCL4TES Attorneys At Law 200 N. Hanover Street Pa e 3 of 8 100 Lincoln Way East, Suite D Carlisle, PA 17013 g Chambersburg, PA 17201 (d) To operate any business that I may own at my death. (e) To invest any funds of my estate in any stocks, bonds, notes or other securities or property, real or personal, without regazd to the principle of diversification or any other statute or general rule of law in his, her or its absolute discretion, it being my intention to give my Executor/Executrix the broadest investment powers possible, providing such investments do not unnecessarily prevent the prompt settlement of my estate. (f) To sell or otherwise dispose of any property, real or personal, tangible or intangible, at any time forming a part of my estate in any manner and on such terms and conditions as my Executor/Executrix shall see fit in his, her or its absolute discretion. (g) To borrow money for the payment of taxes or for any other proper purposes in the administration of my estate, and to mortgage or pledge estate assets as security. (h) To compromise claims without court approval including, but not limited to, any controversies with the United States of America or the Commonwealth of Pennsylvania concerning estate and inheritance taxes on any interests that may pass under this my Last Will and Testament. (i) To distribute in cash or in kind upon any division or distribution of my estate. (j) To undertake any and all acts deemed necessary and proper by my Executor/Executrix for the proper, advantageous and prompt management of the settlement of my estate. GRIFFIE 8c ASSOCL4TES Attorneys At Law 200 N. Hanover Street Page 4 of 8 100 Lincoln Way East, Suite D Carlisle, PA 17013 Chambersburg, PA 17201 (k) In general, to exercise all powers in the management of my estate which any individual could exercise in the management of similaz property owned in his own right, upon such terms and conditions as to him, her or it may seem best and to execute and deliver all instruments and to do all acts which he, she or it deems necessary or proper to carry out the purposes of this, my Last Will and Testament. FIFTH No interest of any beneficiary of my estate, either in income or in principal, shall be subject to anticipation or pledge, assignment, sale or transfer in any manner, nor shall any beneficiary have the power in any manner to charge or encumber his interest either in income or principal, nor shall the interest of any beneficiary be liable or subject in any manner while in the possession of my Executor/Executrix for the liability of such beneficiary. SIXTH I nominate, constitute and appoint my sister, JOYCE A. PAULUS, as Executrix of this my Last Will and Testament. In the event my sister is deceased, unable or unwilling to serve or shall cease to serve for any reason whatsoever, then I nominate, constitute and appoint my son, WESLEY C. SLAGLE, as Executor of this my Last Will and Testament. I direct that my Executor/Executrix shall not be required to give or post bond for the faithful performance of his, her or its duties in this or any other jurisdiction. SEVENTH I hereby declaze it to be my expressed desire that my Executor/Executrix employ the law firm of Griffie & Associates, of Cazlisle, Pennsylvania, for legal advice and GRIFFIE 8c ASSOCIATES Attorneys At Law 200 N. Hanover Street Page 5 of 8 100 Lincoln Way East, Suite D Carlisle, PA 17013 Chambersburg, PA 17201 assistance regazding this my last Will and Testament, they having considerable knowledge of my affairs, views and wishes respecting any matters that may arise at the probate of this instrument, the administration of my estate, and the execution of the powers herein mentioned. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of eight (8) typewritten pages, the first five (5) of which beaz my signature on the side mazgin, for purpose of identification, this ~" day of ~ ~ , 2004. WITNESS: BETT .SLAGLE 200 N. Hanover Street Carlisle, PA 17013 GRIFFIE & ASSOCIATES Attorneys At Law Page 6 of 8 100 Lincoln Way East, Suite D Chambersburg, PA 17201 ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA: . SS. COUNTY OF CUMBERLAND I, BETTY M. SLAGLE, the 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 and Testament; that I signed it willingly, and that I signed it as my free and voluntary act for the purposes therein expressed. BETTY AGLE Sworn or affirmed and acknowledged before me by the Testatrix this ~' day of ~i~~L , 2004. 200 N. Hanover Street Carlisle, PA 17013 GRIFFIE & ASSOCL4TES Attorneys At Law Page 7 of 8 100 Lincoln Way East, Suite D Chambersburg, PA 17201 AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA: . SS. COUNTY OF CUMBERLAND ~, ~ ~ ~b and ~~~/e~ L- ~~-~ t , the witnesses whose names are attached to the foregoing document, being duly qualified according to law, do depose and say that we were present and saw the Testatrix sign and execute the instrument as her Last Will and Testament; that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testatrix signed the Last Will and Testament as witnesses and that to the best of our knowledge the Testatrix was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. Crv, Sworn or affirmed and subscribed before me by and ,r- this / S~ day of , 2004. Notary Publi „ NOTARIAL SEAT. ROBINI. GOSHORN, NOTARY PUBLIC MIACOMMISS ON ~EXP RES APRi~ 17U20 7 200 N. Hanover Street Carlisle, PA 17013 GRIFFIE & ASSOCL4TES Attorneys At Law Page 8 of 8 100 Lincoln Way East, Suite D Chambersburg, PA 17201