HomeMy WebLinkAbout07-29-11PETITION FOR PROBATE AND GRANT OF LETTERS
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
Estate of MARY L • MARLOWE File Number ~ ~ ~ ~ ` - ~~~
also known as
M
,Deceased Social Security Number 157-26-2566
Petitioner(s), who is/are ] 8 years of age or older, apply(ies) for:
(COMPLETE 'A' OR 'B' BELOW:)
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 5 / 2 6 / 2 011 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 instrument(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
(If applicable, enter: c.t.a.; d. b. n. c.t.a.; pendente liter durante absentia; durance minorttate)
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.)
Name Relationshi Resid --
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(COMPLETE IN ALL CASES:) Attach additional sheets if necessary. a __ `-~
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Decedent was domiciled at death in CUMBERLAND County, Pennsylvania, with his /her last principal residence at 2 7 C R E E K
BANK DRIVE MECHANICSBURG PA 17050 SILVER SPRING TOWNSHIP
(List street address, town city, township, county, state, zip code)
Decedent, then 7 4 years of age, died on 7 / 21 / 2 011 at >? 7 CREEK BANK D R I V E
MECHANICSBURG SILVER SPRING PA 17050
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property $ rJ l~U . ~ ~5c3_ ~%-_
(If not domiciled in PA) Personal property in Pennsylvania $
([f not domiciled in PA) Personal property in County $
Value of real estate in Pennsylvania $ 218 , 0 2 7.0 0
27 Creek Bank Drive, Mechanicsburg, PA 17050
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 E• MARLOWE 239 STONE HEAD ROAD
R~ PA 17^19
_ `
Page 1 of 2
Form RW-02 rev. !0.!3.06
Oath of Personal Representative
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
SS
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.
Sworn to or affirined and subscribed
before me the C~ day of
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Signature of Personal Representative
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Signature of Personal Representative
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For the Register Signature of Personal Representative ' r,7 X -° ' '-
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File Number:
Estate of MARY L • MARL 0 W E ,Deceased
Social Security Number: X57-26-2566 Date of Death: 7/21/2011
AND NOW, ~ `1 ~ ~ r~-~`~-l , 2011 , in consideration of the foregoing Petition, satisfactory proof
having been presented before me, IT IS DECREED that Letters T E S T A M E N T A R Y
are hereby granted to MICHAEL E • MARL 0 W E
in the above estate
and that the instrument(s) dated MAY 2 6 , 2 011
described in the Petition be admitted to probate and filed of record as the last Will (and Codicil(s)) of Decedent.
FEES
~^ 1
Letters ............................. $ l
Short Certificate(s) ............ $ y t
Renunciation(s) •••••••••..•.... $
r ~ .... $
.... $ ~~G
TOTAL ......................
Form RW-02 rev. I0.13.06
.... $
.... $
.... $
.... $
.... $
.... $
.... $ I
Register of W ~ /(~1 r ~~~.~" ~ l~(.~~ ~•~~• ~-f ~ ~~
` C i ~`z"---------
Attorney Signature:
Attorney Name: SUSAN H• CONFAIR
Supreme Court I.D. No.: 70241
Address: 2331 MARKET STREET
CAMP HILL
PA 17011
Telephone: 717 - 7 6 3 -13 8 3
Page 2 of 2
OCAL REGISTRAR'S CERTIFICATION OF DEATH
WARNING: It is illegal to duplicate this copy by photastat o~ photograpl°(.
Fec fr~r this. certificate. ~(1_I?(1
Certification Number
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COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS
CORONER'S CERTIFICATE OF DEATH
(See Instructions and examples on reverse) siaTE FILE NuMaER
1. Name of Decedent IFIrM, midde, last, suffix) 2. Sex 3 Social Becunty Number 4. Dale of Deatn (Monty, day, year)
Mar L Marlowe Female 157 - 26- 2566 Jul 21, 2011
5. Aga (Last Birthtlay) Under 1 year UrNer t day 6. Date d Dirty (Month, day, year) 7. BlrNplaca (CIN and stale Or brepn coumry) 6e. Place al Deets (Check only one)
Mourns Wy. Iwurs Mi~wles Hospital: Other
74 Yrs. August 11, 1936 Brooklyn N.Y. ^lrrpafiem ^ERl Oulpatienl ^DOA ^Nurang Horne Reskknce ^Olher~Specdy:
Sb. Camry of Death Bc. Clry, Born wp of Death Btl. Fadlity Name (II nd indmaork give street and number) 9. Was Decadent of Hispank Origin? ~ ^ Vas 10. Race: Amerkan radian, Black, White, etc.
(rc yes. ept,Cry cubes, (sp«.M
Cumberland Silver Spring 27 Creek Bank Drive Mexicen,PuanoRiran,etc.J White
11. OecedenYS Usua Ocou lion Kind of wuk d one ml' most of life. Do not stele reared 12. Was Decedent ever in the 13. Decedent's Edl atbn (Specify ody highest grade canp leled) 14. Medal SIeNS: Marred, Navar Married 75. Surviving Spo use (II wife, give maitlen name)
Knd d Work Kind d Busbress / Irlmalry U.B. Armed Forces? Elementary / Secontlary (o-12) College (13 or 5a) WN~• Drrorcetl (Speclly)
Secretar Retail Sales ^Y~ ~ 12 rs idow
Is. Decadence Maikng address Isreet aN / town, stare, dp toes; Deredenra Did Decedem
'
2 7 Creek Rank Drive Adaal Reeiderce na. site p a _ cMe Ina ,7r. ($ Yea, Decedent wed N
n wp.
Mechanicsburg
PA 17050 Townsnip? 17d. ^ No, Decedent wed wihin
17b.cpenly Cumberland
, adaalDmaad cirylBrm
I6. FamerS Name (First, mkWk, last, suNx) 19. Mdher's Name (Rrsl, mitltlla, maiden surname)
Jose h Mil zz
20a. Informant's Name (Type ! PnnQ 200. Informant's Mailing Address (Street, cdY I town, state, zq cotle)
Michael F. Marlowe 2 Ston Head Road Dillsbur PA 17019
21 a. Method of Disposition emation ^ Donation 21b. Dale d Dispositon (Month, day, year) 21 c. Place of Disposkbn (Name of cemetery, crematory or doer place) 27d. Location (Cdy /town, slate, zip catle)
^ a^ RerrovafrwnSlale i~.~
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27 PA 170
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w 22e. d Furrerel Servx:a Lken ace urn) 2zb. upanse Nambx 2n. Name am adtlreaa d Fadlity 5 01 N . B a 1 t i coo r e Ave .
- - Fn-011932-L 'n m to nc 'n PA 17065
ems 23ac onty when cedrying 23a. To era Dent knowletlge, death occurted at Ne Mle, date aM place staled. (Sgnalure antl IiBe) 23b. License Number 23c. Dale Signed (Month, day, year)
pnye~ ian is na a.awade at aura of tleaN m
zanily cause d deaN.
Items 24-2fi must Oe cmpleted W parson 24. Tama of Death 25. Dale Pmrounced Deetl IMomh, day, year) 26. Was Case Relerted to Metkcel Examiner 7 Coroner for a Reason Other Nan Cremetbn or Donation?
wfplx0nancesdeaN. A rx. 7:00 A. M. Jul 22 2011 Y85 ^"°
CAUSE OF DEATH (See Inatruetions and eaampba) r Approx mete interval: Pan II'. Enter o1Mr s'ori ficanl rontlit'ons coninbuend to tleath, 2B. Did ToDaao Use Can bde N OeaN?
Item 27. Pan I: Enter the Chan d events -diseases, Inryrias, or canpliralans -Nat Arecdy ceusetl Ne deaN. DO NOT enter terminal events such as rardlac anesl, Onset to DeaN but not resuking In the undedylrg cause given N Pan I. ^ Yes ^ Prabady
respiratory anesl, or venNCUlar fi0r91ation without showing Ne etiology. Lill Dory me cause on each line.
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IMMEDIATE CAUSE (Final disease or
condition resulting in eth) _~ Hypertensive Cardiovascular Disease
a Hyperlipidemia 29. II Female
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Due to (or as a consequerww off:
Sequangeay kel wndidas, it anY, b.
laaein
to cause ksmd on Br
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yPertens ian
Not pregnant wahin past year
^ Pregnant al Bore pf deaN
re
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Enter Ne UNDERLYING CAUSE Due to (or as a consequence of): ^ Nd pregnant but pregnant within 42 days
(66aeae of Injury N01 ktilietetl the
events resulting m death) lA6T' c of tleaN
Due to (or as a can
sequence oq: Nd t pragren ys a Year
^ pregnen , bN t 13 tla I 1
d before deaN
^ lMknown if pregnant within Ne pall year
30a. Wes en AMapry 30b. Ware Aulapsy Fndngs 31. Manner d DeaN 32a. Date of Injury (Monty, day, year) 320. Desaiba How Injury Occurretl 32c Place d Injury: Florae, Farm, Sreri, Factory,
Pedamxrtl? Availede Prior to Comoletron
of cause M Deem?
~ Natural ^ Homkitle Office Buikeng, etc. (Spedty)
~~µyy,,
^ Yes ~ No ^ Vas ^ No ^ Accident ^ PeMing Invesligalan 32d. time of Injury 32e. Injury al Work? 32f. a Trenepalstion Injury lSpedyy) 32g. Localbn of Injury (Street, city I town, stale)
^ Suipde ^ Cwltl Not be Detenninetl ^ Yes ^ No ^ Driver! Operator ^ Paasergar ^Patlestrien
M ^Olfrer-Specify.
33a. Canifier (check only one) 330. Sir,~aN T of Ce
• Cerlitying physician (Phyvcian cenilying cause d deaN wtlen another physician has pronounced deals aM oomplaled Item 23)
To the heal of my knowledge, asth ocpnrred eve to me ~M.etal arw menu.ra:aleterL--------------------------------^ - Chief De ut Coroner
• Pnxlamdnp end certlrying physkkn IPhvsldan hoN Drarwlmdng deem eM cBndYkr9 to cause d Beam) 33c. Incense Number 33e. Date Signetl IManih, Bey, year)
To Its Eert of my knOwbtlge, tleelh oaumetl a the lime, derv, end place, antl tlua to die twe(e) and manner as slated_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ ^
• MedkalExeminar/Coroner Jul 25 2011
on the Ireele of exeminatbn ens / or Nveatlgatbn, in my opinion, Beam earMnw et me time, one, acct place, end ew ro the rsuega) ens mennx .: at•tea_ ~ ~ N d P lad cause pl
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3fi. Registrar - tore and C 36. ate Rletl (Month, day, yeap .
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6375 Basehore Road, Suite 111
- Z}`, ~Q~•c~~e~ ~ c~ I ~ I~" I ~ I(S I ~ Mechanicsburg, Pa. 17050
5
Disposition Pemlit NO. ~~) 10i~~ i l(s~
U:ALifePlanPortfolio\Clients~lVlarlowe, Mary L\Will.doc
April 25, 2011
LAST WILL AND TESTAMENT
~.,
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MARY L. MARLOWE ~? ~ m n~ `~'~
~_ .
~-' ~ O ern. ' i
I, MARY L. MARLOWE of Mechanicsburg, Cumberland County, Penn~Ivania, being ~ o
sound and disposing mind, memory and understanding, do hereby make, publish and declare this my
Last Will and Testament, hereby revoking any and all prior Wills and Codicils thereto by me at anytime
heretofore made.
1. FAMILY.
1.1 Identification of Family. I declare that I have two (2) children whose names are
MICHAEL E. MARLOWE and MARK J. MARLOWE. I purposely make no provisions in
this Will for my son, Mark J. Marlowe.
2. DESCRIPTION OF EXPENSES AND DEBTS. I authorize my executor to pay all the
expenses of (1) my cremation; (2) a memorial service, at the discretion of MICHAEL E. MARLOWE;
(3) the internment of my cremains, or the disposition of my cremains, will be handled by my son,
MICHAEL E. MARLOWE, at his sole discretion. I further direct my executor to pay all of my debts
that my executor in his or her sole discretion may allow as claims against my estate.
3. DISPOSITION OF TANGIBLE PERSONAL PROPERTY. I give all of my tangible personal
property of every kind and description, including, but not limited to, books, pictures, clothing, articles
of household or personal use or adornment, household furnishings and effects, and automotive vehicles
and their accessories, but excluding any money, evidences of indebtedness, documents of title, and
securities and property used in connection with the operation of any trade or business, and not otherwise
disposed of herein, to my son, MICHAEL E. MARLOWE. I purposely make no provisions in this
Will for my son, Mark J. Marlowe.
I direct my Executor to divide my tangible personal property into two parts. The first part shall
contain all items that my Executor determines to be of no present or future value or use. The second part
shall contain the balance of the property. My Executor shall dispose of the first part by sale,
abandonment, destruction, or gift to any charity or person. The proceeds of any sale shall be added to
my residuary estate. All property in the second part I give to MICHAEL E. MARLOWE, per stirpes.
The decision of my Executor shall be conclusive and binding on all persons interested in my estate. I
purposely make no provisions in this Will for my son, Mark J. Marlowe.
~~~ _
MARY L. M.1RL~WE
U:\LifePlanPortfolio\Clients\Marlowe, Mary L\Will.doc
Apri125, 2011
Any item of personalty passing to a minor under this Section 3.2 may be delivered to the minor
or to any person to hold for the minor, as my Executor thinks advisable, and the receipt by any such
persons, including the minor, shall constitute a full and complete discharge to my Executor.
4. DISPOSITION OF RESIDUARY ESTATE. All of the rest, residue and remainder of the
property that I own at the time of my death, both real and personal, and of every kind and description,
wherever situated, to which I may be legally or equitably entitled at the time of my death (my "residuary
estate"), I give outright and absolutely to MICHAEL E. MARLOWE; PROVIDED THAT, if
MICHAEL E. MARLOWE shall predecease me leaving issue, then I leave the share of that deceased
child to his issue, per stirpes. I purposely make no provisions in this Will for my son, Mark J. Marlowe.
5. SEPARATE TRUSTS FOR CHILDREN. If my Trustee shall receive any amount on behalf of
a grandchild of mine pursuant to the provisions of Article 3 of this Will, I direct my Trustee to hold the
amount received in a separate trust, and to administer and distribute that child's trust in the following
manner:
5.1 Until such child shall reach the age of twenty-five (25), my Trustee shall hold the
property so vested in said grandchildren, in a fund for the benefit, education and support of said
grandchildren;
5.2 I authorize my Trustee to pay or apply principal of the trust, at any time, to or for the
benefit of such child, even to the point of exhausting trust principal, in such amounts as my
Trustee, in its absolute discretion, deems necessary or advisable to provide for the education of
such child. For example, but not by way of limitation, my Trustee's power of authority to make
discretionary payments may include expenditures customarily related to assist in elementary or
secondary education; post-secondary technical or vocational training; college; postgraduate, and
professional study; purchasing a primary residence, to assist in purchasing a business, or to assist
in entering a trade or profession. In determining the amount of principal to be distributed, my
trustee shall take into consideration any other resources available to such child.
5.3 Upon the youngest grandchild reaching the age of twenty-five (25), the trust for such
child shall terminate and my trustee shall distribute to such child all of the trust assets remaining
on hand.
5.4 If a grandchild of mine dies before reaching age twenty-five (25), and is survived by a
sibling, then the termination date of a trust created herein will be when the youngest surviving
beneficiary of such trust attains the age of twenty-five (25).
6. TRUSTEE'S JUDGMENT FINAL. The judgment of the Trustee as to the amount of payments
or applications of principal or income pursuant to Article 6 shall be final and conclusive on all persons
interested, or who may become interested, in the trust estate. On making any payments or applications
of principal, the Trustee shall be fully released and discharged from all further liability or accountability.
2
~' ~ ~.~-3
MARY L. MAR OWE
U:ALifePlanPortfolio\Clients~Ivtarlowe, Mary L\Will.doc
Apri125, 2011•
7. SPENDTHRIFT PROVISIONS. No beneficiary of this trust shall have any right or power to
sell, assign, convey, mortgage, pledge, anticipate, hypothecate, or otherwise dispose of any right, title, or
interest that the beneficiary may acquire in the income or principal of the trust estate until the income or
principal has actually been paid over to the beneficiary by the Trustee. Nor shall the income or principal
of the trust estate, or any part of it, or any interest of any beneficiary under this Will be liable for, or to
any extent subject to, any debts of any kind or nature incurred or contracted by any beneficiary, either
before or after my death. Any right granted to a beneficiary to receive or withdraw assets of the trust
estate, either principal or income, for the beneficiary's own use and benefit shall not be available for the
satisfaction of any claims of the creditors of the beneficiary. Any right of receipt or withdrawal shall be
suspended and may not be exercised by any beneficiary on the filing of a proceeding in bankruptcy in
which the beneficiary is debtor. The suspension shall be continued during bankruptcy proceedings and
shall be restored only after the entry of a final order of discharge of the beneficiary as debtor.
8. POWERS OF ADMINISTRATION.
8.1 Grant of Powers. My executor, in the administration of my estate, and my trustee, in the
administration of the trust under this Will, (my "fiduciaries") shall have the powers and
authorities set forth in this Article 9. These powers and authorities may be exercised by my
executor and trustee in their sole and absolute discretion, without the permission or order of any
court. These powers shall be supplementary to those conferred by law, including, but not limited
to, those set forth in Title 20, Chapter 33, of the Pennsylvania Consolidated Statutes.
8.2 Retention of Assets. My fiduciaries shall have the power to retain any or all property of
my estate or trust, however received and acquired, for so long as they deem appropriate. This
power may be exercised even though the property may not be of the type authorized by law for
investment, and even though the retention may leave a disproportionately large amount of the
value of my estate invested in one type of property.
8.3 Transfer of Assets. My fiduciaries shall have the power to sell, transfer, and convey any
property, of whatever nature, including real property, and wherever situated, that I may own at
the time of my death, or that may come into my estate or into the trust corpus at or after my
death. The sale, transfer, or conveyance may be by public or private sale, at such time, on such
terms and conditions, including selling price and credit, in such manner, and for any reason that
my fiduciaries deem appropriate, including, but not limited to, the purpose of obtaining net
proceeds to be distributed to my residuary beneficiaries.
8.4 Investment. My fiduciaries shall have the power to invest and reinvest any property in
my estate or in the trust corpus in preferred and common stocks, bonds, notes, common trust
funds (including any managed by any corporate fiduciary), interests in investments, trusts, mutual
funds, leases, mortgages on property wherever located, and, generally, in any property and in
proportions of property as my fiduciaries deem advisable, even though the investments are not of
the character or proportions authorized by applicable law for the investment of the funds.
3
t
MARY L. MAR OWE
U:\LifePlanPortfolio\Clients\Marlowe, Mary L\Will.doc
April ~5, 2011
8.5 Power to Borrow. My fiduciaries shall have the power to borrow money for any
purpose, for any periods of time, and on any terms and conditions as they deem advisable
(including the power to borrow from any corporate fiduciary), and to pledge, mortgage, or
otherwise encumber any property in my estate or in the trust corpus to secure repayment of any
loan, as well as the power to renew existing loans either as maker or endorser.
8.6 Power to Hold Property in Nominee Form. My fiduciaries shall have the power to
hold any property in the name of a nominee or in bearer form.
8.7 Distribution in Cash or in Kind. My fiduciaries shall have the power to make
distributions in cash or in kind, or partly in cash, in divided or undivided interests, as amended,
or other applicable law, and to determine which assets shall be sold and which shall be
distributed in kind, without notice to or consent by any beneficiary.
8.8 Distribution to Minors and Persons Under Disability. My fiduciaries shall have the
power to make distributions or payments to or for the benefit of any beneficiary who is a minor,
an incompetent, or who in the fiduciaries' judgment is incapacitated. The distributions or
payments shall be made in any one or more of the following ways: (1) directly to the beneficiary;
(2) directly to the creditor in payment of the debts or expenses of the beneficiary; (3) to the
guardian of the person or estate of the beneficiary; (4) to any custodial parent of a minor
beneficiary; (5) to a custodian for the beneficiary under any law related to gifts to minors,
including to my fiduciaries in that capacity; or (6) to any other person who shall have the care
and custody of the person of the beneficiary. There shall be no duty to see to the application of
funds so paid, provided due care was exercised in the selection of the person to whom the funds
were paid, and the receipt of the person shall be full acquittance of the fiduciaries.
8.9 Continuation or Liquidation of Business. My fiduciaries shall have the power to
continue or to permit the continuation of any business, incorporated or unincorporated, in which I
may have any interest at the time of my death for any period of time, or to liquidate the business
on any terms as they deem appropriate. This power includes, but is not limited to (1) the power
to invest additional sums in any business, even to the extent that my estate or the trust corpus
may be invested largely or entirely in the business, without liability for any loss resulting from
lack of diversification; (2) the power to act as or to select other persons to act as directors,
officers, or employees of any business, to be compensated without regard to being a fiduciary
under this Will; and (3) the power to make any other arrangements in regard to any business as
my fiduciaries shall deem proper.
8.10 Employment of Agents. My fiduciaries shall have the power to employ and pay the
compensation of any and all attorneys, agents, custodians, attorneys-in-fact, experts, investment
counsel, accountants, bookkeepers, or other agents or providers of services as my fiduciaries
deem advisable in the administration of my estate.
4
`~ _ ~__
MARY L. M WE
U:\LifePlanPortfolio\Clients\Marlowe, Mary L\Will.doc
Apri125, 2011
8.11 Commissions. My fiduciaries shall have the power to take reasonable commissions on
account at any time during the administration of my estate or of the trust without the approval of
any beneficiary or of the court, but subject to allowance or disallowance on the settlement of the
final accounts of my fiduciaries.
8.12 Third Party Reliance. No person or corporation dealing with my executor shall be
required to see to the application of any property paid or delivered to my executor, or to inquire
into either the authority of my executor to enter into any transaction or the expediency or
propriety of any transaction entered into by my executor.
8.13 Allocation of Principal and Income. To allocate receipts and expenses to principal or
income, or partly to each, as my Trustee thinks proper.
9. PAYMENT OF DEATH TAXES. I direct that all taxes that maybe assessed in consequence of
my death, of whatever nature and by whatever jurisdiction imposed, shall be paid, without
apportionment, from my residuary estate as part of the expenses of the administration of my estate.
10. PRESUMPTION IN CASE OF SIMULTANEOUS DEATH. For the purposes of this Will, in
determining whether a person has survived me or another person, a person shall not be deemed to have
survived me or another person if he or she dies within thirty (30) days of my death or of the death of the
other person.
11. APPOINTMENT OF GUARDIAN FOR MINORS. I appoint SUSAN:: MARLOWE, as
Guardian of the person and estate of my grandchildren, that they may be adequately cared for in the
proper environment.
12. APPOINTMENT OF TRUSTEE.
12.1 Appointment. I name, constitute, and appoint MICHAEL E. MARLOWE as the
trustee of any trust under Article 5 of this Will. If the trustee shall not serve as trustee for any
reason or shall cease to serve as trustee for any reason, then his successor trustee shall be CARL
JAECKEL.
12.2 Resignation of Trustee. Any individual trustee may resign from the position of trustee
by executing a written resignation and delivering it to the successor trustee. The date of the
delivery of the resignation shall be the effective date of the resignation. No court action or other
proceeding shall be necessary for the resignation of an individual trustee.
12.3 Disqualification of Trustee. A person shall be disqualified from acting as a trustee (1) if
found by a court of competent jurisdiction to be incompetent; or (2) if, on receipt of a written
request from an adult beneficiary, guardian or a successor trustee of the trust for a written
certification from a qualified physician that upon examination the physician finds the person
5
MARY L. M LOWE
U:ALifePlanPortfolio\Clients~lvlarlowe, Mary L\Will.doc
April 25, 2011
mentally or physically capable of properly handling his/her business affairs, the person does not
obtain a written certification within thirty days after receipt of the request.
12.4 No Bond Required. No bond shall be required of any trustee or successor trustee named
in this Will.
12.5 Rights of Successor Trustee. Every title, estate, right, authority and discretion vested in
or conferred on any initial trustee under this Will shall likewise become and be vested in and may
be exercised by any successor trustee.
12.6 Trustee's Fees: My trustee shall be entitled to a reasonable and customary fee for
serving in said capacity.
13. EXECUTOR. I name, constitute and appoint MICHAEL E. MARLOWE, executor of my
estate. If MICHAEL E. MARLOWE shall not survive me, shall not serve as executor for any reason,
or shall cease to serve as executor for any reason after appointment, then I appoint CARL JAECKEL,
to act as successor executor in his place.
14. LIABILITY OF EXECUTOR AND TRUSTEE. My Executor and Trustee shall not at any
time be liable for mistake of law or of fact, or both law and fact, or errors of judgment, nor for any loss
coming to any beneficiary under this Will, or to any other persons, except through actual fraud or willful
misconduct on the part of the Executor or Trustee. My Executor or Trustee may, from time to time,
consult with counsel with respect to the meaning, construction, and operation of this Will or any trusts
created hereunder, particularly with respect to the appointments, allocations, and disbursements, and
may act on the advice of counsel in all matters without incurring liability on account of his or her
actions.
15. RULE AGAINST PERPETUITIES. Notwithstanding anything in this Will to the contrary, I
direct that no trust created hereunder shall continue for a period longer than permissible under my
domiciliary state's Rule Against Perpetuities, if applicable, and upon the expiration of such period, each
such trust shall terminate and the assets thereof shall be distributed outright to those persons then in
being who would be entitled to receive the trust principal from that trust at the time of the termination
specified.
16. INTERPRETATION.
16.1 Number and Gender. If required by the context of this Will, singular language shall be
construed as plural, plural language shall be construed as singular, and. the gender of personal
pronouns shall be construed as either masculine, feminine, or neuter.
16.2 Headings. All headings used in this Will to describe the contents of each article,
paragraph, or other division are provided for convenience only and shall not be construed to be a
part of this Will.
6
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MARY L. M RLOWE
U:ALifePlanPortfolio\Clients~lvlarlowe, Mary L\Will.doc
April 25, 2011
16.3 Bond Not Required. None of the fiduciaries named in this Will shall be required to
furnish a bond for the faithful performance of his/her duties as Executor or Trustee.
16.4 Governing Law. This Will shall be construed in conformity with the law of the
Commonwealth of Pennsylvania.
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and
Testament, consisting of eight (8) typewritten pages which bear my signature in the margin for the
purpose of identification, this day of May, 2011.
MARY L. MA OWE, Testatrix
Signed, sealed, published and declared by the above-named Testatrix, MARY L. MARLOWE,
as and for her Last Will and Testament, in the sight and presence of us, who, at her request, in her sight
and presence and in the sight and presence of each other, have hereunto subscribed our names as
witnesses.
/L-l'
Witne
lM ~ 'CI "~
Witness
2331 Market Street, Camp Hill, PA 17011
Address
2331 Market Street, Camp Hill, PA 17011
Address
MARY L. M WE ~-
U:\LifePlanPortfolio\Clients\Marlowe, Mary L\Will.doc
April 25, 2011
COMMONWEALTH OF PENNSYLVANIA )
SS:
COUNTY OF CUMBERLAND
I, MARY L. MARLOWE, TESTATRIX, WHOSE NAME IS SIGNED TO THE 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.
SWORN OR AFFIRMED TO AND ACKNOWLEDGED BEFORE ME BY MARY L. MARLOWE,
THE TESTATRIX, THIS ~ DAY OF MAY, 2011.
COMMONWEALTH OF PENNSYLVANIA
~Noprlal Seal public
Deborah L. Brenneman, Notary
Camp Hill Boro, Cumberland County
My Commission Expires June 18, 2014
Member, Pennsvivania Association of Notaries
COMMONWEALTH OF PENNSYLVANIA
MAR RLOWE, TESTATRIX
ARY PUBLIC
SS:
COUNTY OF CUMBERLAND
WE, 1~ ~ ~ t lS~~ AND C,O~Y~L W In t T~`K~~-
THE WITNESSES WHOSE NAMES ARE SIGNED TO THE FOREGOING INSTRUMENT, BEING DULY
QUALIFIED ACCORDING TO LAW, DEPOSE AND SAY THAT WE WERE PRESENT AND SAW THE
AFORESAIDTESTATRD~ 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 OF US IN THE
HEARING AND SIGHT OF THE TESTATRIX SIGNED THE WILL AS WITNESSES; AND THAT TO THE
BEST OF OUR KNOWLEDGE THE TESATRIX WAS AT THE TIME EIGHTEEN (18) OR MORE YEARS
OF AGE, OF SOUND MIND AND UNDER NO CONSTRAINT OR UNDUE INFLUENCE.
SWORN OR AFFIRMED TO AND SUBSCRIBED TO BEFORE ME, THIS ~ DAY OF MAY,
2011.
COMMONWEALTH OF PENNSYLVANIA
Notarial Seal public
Deborah L. Brenneman, Notary
Camp Hill Boro, Cumberland County
My Commission Expires June IS, 2014
Member, Pennsvi`ranla Association of Notaries
l-~~---
WITN S
TARY PUBLIC
'Y~ Z.
MARY L. ARLOWE