HomeMy WebLinkAbout05-31-11IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
REGISTER OF WII.LS
PETITION FOR PROBATE AND GRANT OF LETTERS
Estate of Marie E Bowers .Deceased ESTATE NO.21- /~~ ~~
a/k/a:
a/k/a:
a/k/a: SS NO: 204-26-9665
Petitioner(s) who is/are 18 yrs of age or older, apply(ies) for: COMPLETE SECTION `A' or `B' AND "C" as
applicable: ~_
D A. Probate snd Grant of Letters Testamentary or ^ Administration c.t.a., or d.b.n.c.t.a i'ete l~t C
and aver that Petitioner(s) is/are entitled to the aforementioned Letters Wanda L Gauker y.
the last Will of the above-named Decedent, dated 3/2/2005 and codicil(s) ~
vi - eta
4
(State relevant circumstances, e.g. renunciation, death of executor, etc.)
Except as follows, Decedent did not many, was not divorced, and did not have a child born or ado execuh'~ of then,
instnunents offered for probate; was not the victim of a killing, was never adjudicated an incapacitat n, aetf~as not a
party to a pending divorce proceeding at the time of death wherein grounds for divorce had been established as defined in
23 Pa. C.S.A. § 3323(8):
^ B. Grant of Letters of Administration
(IrapplicaMe, enter d.br., perdert life, drnrte abserflr, darwte miaorlhte)
C. Petitioner(s), after a proper search, has/have ascertained that Decedent left no Will and was stnvived 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 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 hsd been established as provided in 23 Pa. C.S.A. § 3323(8), except as follows:-
USE
THIS SECTION MUST BE COMPLETED:
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or principal residence
At 609 High Str Enola PA 17025
(Street sddmes with Post office and Zip Code, Munw~palny: Towttahip, Borough, City)
Decedent, then 78 years of age, died 5/16/2011 at
(Month, Day, Year of death)
Eatiatad value of decedent's property at death:
If domiciled in PA
If act domiciled in PA
If cot domiciled m PA
-Value of Real Estate in Penacylvaeia
Location of Real Estate in Pennsylvania: (Provide full address if possible.)
TMaI Fwti~ahd Value
S 357.44
S
S
S
S 357.44
Signature(s) Name(s) & Mailiea Addraa(es)
~•
ST
r v///~ ~Cjs 3
Interim Fonn RW-02 revised 12.26.10 by Cumberland County pending action by the Court Page 1 oft
Enola PA
(City end State where death occurred)
~ 1 1~P~Y
Personal property m Petmsylvania
Personal property m Cotmty
OATH OF PERSONAL REPRESENTATIVE
Commonwealth of Pennsylvania SS
County of Cumberland
The Petitioner(s) herein named swear or affirnt 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 siTumed and subscribed
~ A~
___., ,
~,~'~ ~,, ~, ~ () ~5 ,Deceased File Number: 21-
-c
ca
A C~-~i^jt
in
the above estate and that insfruments(s) dated f k1.l~t I ~~~'] `~ described in the petition be
admitted to probate and filed of record as the last WilPand Codicil(s) of Decedent.
lends arner Strasbaugh ~ ~ i ~ ~~~"~~'~~~t~(
Register of Wills ~ Y V V
FEES: ~~ , ~ 1
Letters ....................5 (Y
Will ........................ G
Codicil(s) .................
( )Short Certificates '~
(~) Renunciations.......
Bond ...........................
Other .............................
Automation FEE......... 5.00
JCS FEE ................... ~23~.50_
~I~
TOTAL ................$ ~Q"
Siguature of Counsel Required to Enter Appearance
Atty's Signature
PRINTED Name: _
Supreme Court ID No.:
Address:
Phone:
Fax:
Interim Form RW-02 revised 12.26.10 by Cumberland County pending action by the Court
Page 2 of 2
,,.. LL ~
AND NOW, this y~`~day of ! ~ in consideration of the Petition on
the verse side hereon, satisfactory proof hav' been presented before me, IT IS DECREED that Letters
/ Testamentary _ of Administration are hereby granted to:
~ /1 .1 ~~.~ ~ eu» as.~. ar..,oc~. ~.~
Ht03 Rn5 REV ip+/9'7~
Il-(.p3~
LOCAL REGISTRAR'S CERTIFICATION OF DEATH
WARNING: It is illegal to duplicate this copy by photostat or photograph.
1
Fee for this certificate, $6.00 ,,,11~~~~~~~~~•~--.. This is to certif that the information here
t,t t,~~p~TH OFpfy'ys _ correctly copied from an original Certificate oft Death
l~_ duly filed with me as Local Registrar. The original.
~o ~ r y= certificate will be forwarded to the State Vital
~ y ~ a~ Records Office f permanent filing.
*' ~ *.
P 17488294 '° ~: ~'~ ~
Itt't'
99l~fNT OE~~Pt
Certification Number E ~ -„a,,,nYYn"" ~ 1
Local Registrar Date Issued
---- c
--_
--- b ~ ,
- - - - ~ w
i
~C13 .... ~j {C~7
M ~ r~nsz'r~ COkAglPNEALTM OF PENNSYLYAtMA . OBPAATAAEHT OF M6/1LTN . VITAL RECOIIDa ~~Q br Cr
" ~",~' CERTIFICATE OF DEATH ~ x''11 ~ T "4,,,~`i
(sw NutrucUar tsnu rramgp t>n nwrw) ...,...... _..._ ~ ["S
>Y
b
t.wraaartltFnca+r.ua.rl xsr xSrY Sray team
Mar1e Evelyn Bowers Fanale 204 - 26 - 9665 aorwlaaw 4r.
16, 201 W ~
SMNtl Yryl IrYt t tOWdM Y. a M a
azure asnr
78 ""' °j1 ""° a"r' January 16, 1933 Harrisburg, PA
rn ^ crow. ^ ez l ogrtl ^ tta ^ - Isa. row... ^ am
r tawdozna sc cp.~w.n~.rozre Yrtlytrrpmirrrn, Przzzwzzraa+zn erorw.zatslpnc al¢n to r« tO:lYr ~awattwtw~zzrua
c~9lbPrland E. Pennebom 1Wp. 609 High St. n..`"ikr..~.l ~
II, wk . m art 12 Wr.MrM w n h tx DloMlnfe EOwer {9paY aq hyW1 qW ozarMA to Wr19YS eWrr. /Yaw zlrrd id. g'n*e9 31aae p ar. /r rzr aa'aM
I$rlr~
U
I~
~~2 CM' 8 Y I Mwr'rY (o-lx) ~drP (II> SII
~
1
Qdll HD~ ^ YM ~ Ib
W
t~arrnrl~'rw'.rww.~alr/a~w.,~aaeN
609 Hutt St. or.wa ly~g o"~+
~~~ v, seY >Y u.wa tx~r«tio.rewura
T E. P~e[stsboL+O
T.a.
E
l
P
17 0"~T vaQ
rower
tnoa.q ~Ytarl arv7
~
no
A
a
025 aa
rzr u 6Yr~aa
14 Palhllatal-nxwM.Yt aalq te.trtrfstYar~itlwW,arrnYaYaa
ri er.arra lr.zRN•/-'n9 z00. elansfe Wig. 11.a rgltrq natz, q raN
xtalrrraarraza, ' Fl artier ^~~ p10.01Yaoipozleoz leYM rz.M xtt PYrdOlwrr aanrY.awrryarrpol 2LL User t('pn.q rtz. ayaoay
^ •.ri ^ Mweazar ~wOrzrzarOeerMaaarYr
qe.. 'ertttzawttrzzYrrtwarrt ~rza^ 5/21/2011 Bitner Ala
tOL'y, LLC
Harrisburg, PA
m,~Yr~a crows... IawnonrYgrarp x®.tYral Nrlr ae a..zarrraaraap FZu1PSd Iifalle
- ,/ a FS>-01.3592-I, 3125 Walrnxt St. Harri PA 17109
Creir Yabeal,w~ 7Y TeMeeatlaY ~'wY41~CIr~ewnNwMYn.YYIm{i~rrM.17D7'MraWtM .IYrr Mrlr tJe 0r1
sva, pzaw ~. Yzz9
Ano.irtwwtarez.rarnn
aa/rrrodrR
raI ZeL YYmarYeey raM' MTitntlDYi 2S 0.Y VanonW 01w 1Y'tl~.YW.rrYl 27.rCr Rtlarl YlYrrl FawriCeearba hrsl OlW elan OrnY.aOww/
Gwc a tzum flea wrarrr rw , eww+nrz nrmt e:
raA.Ml4MbfYO1aY~-drlr~rt/~r.ar'Rlrb'n•IwaiO/airlbdr1~00XMMMwN.wr rN raYe rrr ~ OwIn OWt W.al
wWgaYn uaalrparo Pa^•-aa i.
^Yr ^/lrry
'IMre7waawaYWrriwen w~aaarrn,• Yotl~twaMwrwrrd Ya.
' ^ IY ^ yrpa
~~~M~y
^ w
+wu.
Unb prrernpra / r.rr
orn.
^a
wae.aw
~
1~WYr~~~~-~r-~I/~YaY4a~rrPRIM. e.
~ g
^
Orrlr r.ma.w.w ak i
GIa1Y~YrMCY~ NtP7r4 etl Pei'araarq/Ae
U~aYiw Y1YYYM 4 ~ ~
rYat~i~ atwYlYr
~ tlrM
^
prrlrrarrtq~w ak
' IY/w^at etlenPazg4rtp.
era. «rl
^ uwrepzorastiwrrw
xoirrMrpr
raYazrl zaa nzw retiry a+n
MaiYly nnrnwitiMer 7t.Ynwa0r0 mardei'n lztaq rY.rwl zawaezrer ew'romar zt wrayarl~wwr.+w.
Oa
t
a
r
acaraozzm ^narer
~ii1 r
t
K
^ Yr l~"Y
^ Yr ^ w ^.eer. ^ae"tl^x e"awYar 7lL Troaey,zP 7k e+rzza Wae7 >b YTrrapaaem'A'q ~r~p By tareraeeaT Bert aylnr, nnM
^ srr ^ cwt car Dalnwiw ^ Yw ^ Y ^ owlOpaW ^ arrw ^ arrzr'
d pel,.9,trz-
>r TiralrW ry a'N
d
r
• ~
I
e m. sgrr aarr atrr
~
r l
Mrorraapgrroaraerw aarrpyrrmeraaww0elriaweo'snaCllan xzl
M
M/
M
T1w«ra+M1Y~a1r~.IrrYYaa~WrlYrtlww_________________________~.______ ^
- yy[
• IrrwwolgW rOM~'V/~7r~r1~IrIMP'urwnOYl~r/walp Maaearwi) ~Iar J90. 97'r rf.
1•r.ra.r YrYa/., rarrrar ra br,r/IM, W YYMarypwarllar rtr!_ _ _ _ _.... _ ~ ~ ~
arerYarriwlrrl^ rrrg4lr,iM«rlrrrtre,rr,rrprrrrrraYrpar.wrrrrrl ^ y.rrea araro
HaK Best[lUc.raow~lr. nlrpllnn
L>r
~ ar , ,~• .
202 State St. Marysville , PA 17053
/ a,sen" vrr rw U CP .7 ~ ~ ~ 7
R
1l-~~
AfC{~ !JFFI(~
RECD rcn ~,~ ~NN11 !.S
® LAST WILL AND TESTAMENT
(Pour-Over Will) 2pti ttAY 31 AM ~= 35
OF
MARIE E. BOWERS ~ ~
~S f )Q~
IDENTITY ~~~ ~~~ ~
I, MARIE E. BOWERS, residing in the County of Cumberland, Commonwealth of
Pennsylvania, being of sound mind and memory, and not acting under duress or undue influence of any
person whomsoever, hereby declare this to be my Last Will and Testament, and I do hereby revoke all
other former Wills and Codicils to Wills heretofore made by me.
I have the following children: John H. Bowers, Wanda L. Gauker, Holly A. Farner, Cynthia
J. Adams, Valerie D. Beane, and Brian E. Bowers.
DEBTS, TAXES AND ADMINISTRATION EXPENSES
I have provided for the payment of all my debts, expenses of administration of property wherever
situated passing under this Will or otherwise, and estate, inheritance, transfer, and succession taxes, other
than any tax on ageneration-skipping transfer that is not a liability of my Estate (including interest and
penalties, if any) that become due by reason of my death, under THE MARIE E. BOWERS
REVOCABLE LIVING TRUST executed on March 2°a, 2005 (the "Revocable Trust"). If the
Revocable Trust assets should be insufficient for these purposes, my Executor shall pay any unpaid items
• from the residue of my Estate passing under this Will, without any apportionment or reimbursement. In
the alternative, my Executor may demand in a writing addressed to the Trustee of the Trust an amount
necessary to pay all or part of these items, plus claims, pecuniary legacies, and family allowances by court
order.
PERSONAL AND HOUSEHOLD EFFECTS
It is my intent that all my personal and household effects were transferred to the Revocable Trust
as a result of the Declaration of Intent signed on March 2°a, 2005. If there aze any questions regarding
the ownership or disposition of these assets, it is my desire that such assets pour into the Revocable Trust,
signed by me on March 2"a, 2005 in accordance with the provisions of the section titled "Residue of
Estate."
RESIDUE OF ESTATE
I give, devise and bequeath all the rest, residue and remainder of my property of every kind and
description (including lapsed legacies and devices), wherever situated and whether acquired before or
after the execution of this Will, to the Trustee under that certain Trust executed by me on March 2"a,
2005. The Trustee shall add the property bequeathed and devised by this item to the corpus of the above
described Trust and shalt hold, administer and distribute said property in accordance with the provisions
of the said Trust, including any amendments thereto made before my death.
• If for any reason the said Trust shall not be in existence at the time of death, or if for any reason a
court of competent jurisdiction shall declare the foregoing testamentary disposition to the Trustee under
said Trust as it exists at the time of my death to be invalid, then I give all of my Estate including the
POUR-OVER WILLS
Page 1 (Testatrix)
• residue and remainder thereof to that person who would have been the Trustee under the Trust, as Trustee,
and to their substitutes and successors under the Trust, described herein above, to be held, managed,
invested, reinvested and distributed by the Trustee upon the terms and conditions pertaining to the period
beginning with the date of my death as are constituted in the Trust as at present constituted giving effect
to amendments, if any, hereafter made and for that purpose I do hereby incorporate such Trust by
reference into this my Will.
EXECUTOR
I hereby nominate and appoint WANDA L. GAUKER to serve without bond as my Executor of
this my Last Will and Testament.
In the event the first named Executor shall predecease me or is unable or unwilling to act as my
Executor for any reasons whatsoever, then and in that event, I hereby nominate and appoint CHARLES
L. GAUKER to serve without bond as my Independent Executor.
Whenever the word "Executor" or any modifying or substituted pronoun therefore is used in this
my Will, such words and respective pronouns shall be held and taken to include both the singular and the
plural, the masculine, feminine and neuter gender thereof, and shall apply equally to the Executor named
herein and to any successor to substitute Executor acting hereunder, and such successor or substitute
Executor shall possess all the rights, powers, duties, authority, and responsibility confen•ed upon the
Executor originally named herein.
• EXECUTOR POWERS
By way of Illustration and not of limitation and in addition to any inherent, implied or statutory
powers granted to executors generally, my Executor is specifically authorized and empowered with
respect to any property, real or personal, at any time held under any provision of this my Will: to allot,
allocate between principal and income, assign, borrow, buy, care for, collect, compromise claims, contract
with respect to, continue any business of mine, convert, deal with, dispose of, enter into, exchange, hold,
improve, incorporate any business of mine, invest, lease, manage, mortgage, grant and exercise options
with respect to, take possession of, pledge, receive, release, repair, sell, sue for, make distributions in cash
or in kind of partly in each without regard to the income tax basis of such asset and in general, exercise all
of the powers in the management of my Estate which any individual could exercise in the management of
similar property owned in its own right upon such terms and conditions as to my Executor may seem best,
and execute and deliver any and all instruments and do all acts which my Executor may deem proper or
necessary to carry out the purpose of this my Will, without being limited in any way by the specific grants
or power made, and without the necessity of a court order.
My Executor shall have absolute discretion, but shall not be required, to make adjustments in the
rights of any Beneficiaries, or among the principal and income accounts to compensate for the
consequences of any tax decision or election, or of any investment or administrative decision, that my
executor believes has had the effect, directly or indirectly, of preferring one Beneficiary or group of
Beneficiaries over others. In determining the Federal Estate and Income Tax liabilities of my Estate, my
Executor shall have discretion to select the valuation date and to determine whether any or all of the
allowable administration expenses in my Estate shall be used as Federal Estate Tax deductions or as
• Federal Income Tax deductions.
POUR-OVER WILLS
Page 2 (Testatrix)
• SPECIFIC OMISSIONS
I have intentionally omitted any and all persons and entities from this, my Last Will and
Testament, except those persons and entities specifically named herein. If any person or entity shall
challenge any term or condition of this Will, or of the Living Trust to which I have made reference in the
sections "Household and Personal Effects" and "Residue of Estate," then, to that person or entity, I give
and, bequeath the sum of only one dollar ($1.00) only in lieu and in place of any other benefit, grant,
bequest or interest which that person or interest may have in my Estate or the Living Trust and its Estate.
SIMULTANEOUS DEATH
If any other Beneficiary should not survive me for sixty (60) days, then it shall be conclusively
presumed for the purpose of this my Will that said Beneficiary predeceased me.
-~ '
MARIE E. BOWERS
Testatrix
This instrument consists of 5 typewritten pages, including the Attestation Clause, Self-Proving
Clause, signature of Witnesses, and acknowledgment of officer. I have signed my name at the bottom of
each of the preceding pages. This instrument is being signed by me on this ~- day of
~_•
•
•
POUR-OVER WILLS ,~~
Page 3 (Testatrix)
i
•
ATTESTATION CLAUSE
The Testatrix whose name appears above declared to us, the undersigned, that the foregoing
instrument was her Last Will and Testament, and she requested us to act as witnesses to such instrument
and to her signature thereon. The Testatrix thereupon signed such instrument in our presence. At the
Testatrix's request, the undersigned then subscribed our names to the instrument in our own handwriting
in the presence of the Testatrix. The undersigned hereby declare, in the presence of each of us, that we
believe the Testatrix to be of sound and disposing mind and memory.
Signed by us on the same day and year as this Last Will and Testament was signed by the
Testatrix.
WITNESSES: ADDRESSES:
~'3~ I~IIe V;s-~.. ~r~vc
~~--eyc~ L ~ i~~de.~
(Printed Name of Witness)
~h~,Q~1 ~ . ,Q~~s
(Printed Name of Witness)
CnAI~- ~~ i~a~s
i~ ~~~~
POUR-OVER WILLS
Page 4
(Testatrix)
• COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SELF-PROVING CLAUSE
EFORE ME, a undersigned authority, on s day personall ~ppeazed MARIE E. BOWERS,
~,tfG'~ ~-- • ~ and K ~ ~-ac,~-nc ,known to me to be
the Testatrix and the witnesses, respectively, whose names are subscr~ ed to the foregoing instrument in
their respective capacities, and all of them being by me duly sworn, MARIE E. BOWERS, Testatrix,
declared to me and to the witnesses, in my presence, that the instrument is her Will and that she had
willingly made and executed it as her free act and deed for the purposes therein expressed; and the
Witnesses, each on his or her oath, stated to me in the presence and hearing of the Testatrix, that the
Testatrix had declazed to them that the instrument is her Will and that she executed the same as such and
wanted each of them to sign it as a witness; and upon their oaths, each witness stated further that she did
the same as a witness in the presence of the Testatrix, and at her request and that she was at that time
eighteen (18) years of age or over and was of sound mind, and that each of the witnesses was then at least
fourteen (14) years of age.
MA E. BOWERS
Testatrix
• ~~~~~
Witn s
(Printed Name of Witness)
_.~~~~ ~
Witness
(Printed Name of Witness)
SUBSCRIBED AND ACKNOWLEDGED before me by MARIE E. BOWERS, Testatrix, and
subscribed and sworn to 12efore me by vu l., d..l and ,~~prtsr~ ~., _,
witnesses, this the ~ S day of (- , ~~.
COMMONWlALTNORpENNSVwANIA ~`-
NOTARIALSEAL Notary Public, Commonwealth of Pennsylvania
PATRICIA A. BENDER; Notary Public
East Pennsboro Twp., Cumberland County
• M Commission E fires Septem~~er 19, 2011
POUR-OVER WILLS /! 7~
Page 5 (Testatrix)