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HomeMy WebLinkAbout09-20-111 ~..rU./~"'' IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA REGISTER OF WILLS PETITION FOR PROBATE AND GRANT OF LETTERS Estate of Irvin R a/k/a: a/k/a: a/k/a: Yeager Deceased ESTATE NO: 21- ~ ~ - ~'C-~ ,~ Petitioner(s) who is/are 18 yrs of age or older, apply(ies) for: COMPLETE SECTION `A' or `B' AND "C" as applicable: ~ A. Probate and Grant of Letters Testamentary or ^Administration e.t.a., or d.b.n.c.t.a. 1 complete Part Calso) and aver that Petitioner(s) is/are entitled to the aforementioned Letters Testamentary under the last Will of the above-named Decedent, dated 2/8/2008 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 bom or adopted after execution of the instruments offered for probate; was not the victim of a killing, was never adjudicated an incapacitated person, and was 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 ([f applicable, enter d.b.n., pendent lite, durance absentia, durance minoritate) C. 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 e.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 had been established as provided in 23 Pa. C'.S.A. § 3323(8). except. as follows:- Name 4rldrPCc SS NO: 203-05-6682 _~ T _~.~ _ -;~ .t:y ~ rrt r.. _ ~i C_.% ~~Tl - ;z_~ UJC.,'1UUltIVIV:I I.. JH @r.IJ INiV E(.: N:SJAKY ..."j '- -- :=~~~~ _:~{ _ . THIS SECTION MUST BE COMPLETED: ~' .• ` ~ ~ ; Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or principal residence At 35 White Oak Boulevard Silver Springs Township Mechanicsburg PA 17050 (Street address with Post Office and Zip Code, Municipality: Township. Borough, City) Decedent, then 91 years of age, died Estimated value of decedent's property at death: If domiciled in PA If not domiciled in PA _If not domiciled in PA -Value of Real Estate in Pennsylvania 9/7/2011 at Hershey Medical Center, Dauphin County, PA (Month, Day, Year of death) (City and State where death occurred) All personal property $ _ 150,000.00 Personal property in Pennsylvania $ _ Personal property in County $ _ $ _ 200,000.00 Total Estimated Value $ 350,000.00 Location of Real Estate in Pennsylvania: (Provide full address if possible.) 35 White Oak Boulevard, MechanlCSburg, PA Signature(s) tiame(s) & Mailing Address(esV - Jill Ann Y. Klotz, 4 Nicholson Court, Mechanicsburg, PA 17055 t Interim Form Rw'-0~ revised 12'6J0 by Cumberland County Wending action by theCnnrt o,,.., i ,.: ~~ Re i to Decedent OATH OF PERSONAL REPRESENTATIVE Commonwealth of Pennsylvania ~ SS County of Cumberland The Petitioner(s) herein named swear or affirm 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 affirmed and subscribed before me this __~(~ day of ~TLj~~~ ~Q ~ ~ 11 ~ : i ~~:' ~r~!~~~LLCtZ!~5C7~ ~- _~' O For the Register . ~ ~ <~~ --i ~._ -•.. r-.. _... rr-~ r . ~~ r: -~ _,._ DECREE OF PROBATE AND GRANT OF LETTERS '~;~~~-` _ , ., - ! _ .~ ._. Estate Of Irvin R. Yeaqer ,Deceased File Number: 21- ~1 l ~ --i C L(^~ ~ __ t1 r AND NOW, this _~~ day of ~~~ ~~~ 1"!/l ~_ ( ~ -~~,~, in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters Testamentary of Administration are hereby granted to: Qf applicable, enter c.t.a., d.b.a., d.b.n.c.[.a„ etc.) ~)rtrl ~~ ~}Z the abo e estate and that instruments(s) dated admitted to probate and filed of record as the last Will ~~~',~ described in the petition be Codicil(s) of Decedent. -, ~.~7 1. j - ~ m Glenda Farner Strasbaugh, , t~~ c;'C~,c.~;~SC ~ ~~ Register of Wills ~Q. f FEES: Signature of Counsel Required to Enter .Appearance Letters .................... $ Will ........................ ,r1 Codicil(s) ................. ( ~-{)Short Certificates I( ~~ ( )Renunciations....... Bond ............................. Other ............................. ................................. ..............................._ Automation FEE......... _ 5.00 JCS FEE ................... ~2`3~.50` ~L~~ TOTAL ................$ _ n _: ~`;:, Atty's Signature ~~ PRINTED Name: ]ohn Eakin Supreme Court ID No.: 06351 Address Phone Fax: Market Square Building Mechanicsburg, PA 17055 766-3172 691-3281 h~tarim [~on3t KW-02 remised 12 26.10 hti CumL~erland County pending action ht the Court P;t~e Z of 2 OCAL REGISTRAR'S CERTIFICAT101V OF DEAF"R V1+ARNING: It is illegal to duplicate this copy by photostat or photograpa~. i~e.~ f~~gr thi. 1_ertil~i~~:(0.:. `;,(i [I(i P 17645050 ~. Ch(Illt_.111t1t1 I~urnhcr t~,SH ~fpF': I ~ . ) ', ' nlalnn~lutrn hLrl ~zi~cn i~ I 11~~,s .- a'y Lt I ,r ', ( ~iral ( rtifi~~ltt <~f Ih~ath ~~ ~l :~ tL ~ l t. ~l F'~ (5tr;,r_ ~[h~ ori~~lnai ~r ~._ Z; ( 1. 1 t rr,t , ~~t'~I Ct1 lhl.' Slilll ti'11211 ~,,~ .. O ~ ,.. -_ ~, ,,, ~ ~w ; , ~. - - q ~ ~ ~L~ L ct ' -- -- ~ -a-l ~~~ i3 - r, ..) ~.., , 1~~` t ~- - _"_ - ' - - --~ A ~ ._~ 3 ~: C H10S143 REV 11/2906 TYPE /PRIM IN PERMANEt47 & ACK INN 0 ~, COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS CERTIFICATE OF DEATH (See instructions and examples on reverse) STATE FILE NUMBER 1. Norms d Decedent (First. miMO, last, wlfix) 2. Sax 3. Sodal Sewnry Number 4. Date d Death (Month, my, year) Irvin Ray Yeager Male 203 - 05 - 66 Se t. 7 2011 5. Age (tag BiNday) Urder 1 UMer 1 p 6. Data d BiM Moan, da . 7. C and state a f coon fis. %ace d Deem Check on arw MgNa Gays Hours Mixnas Hospital: Other: 91 vrs August 30 ~ 1920 Slocum 'Trap. , PA ®mpaeent ^ ER / oagapm ^ Doa ^ ra,mkg Name ^ Reabence ^ Omar - spaPdY: W. Canty d Dean &. City, Som, Twp. d Death Btl. FetlFry Name Ill rat irsfiMpn, gNe street and nurrter) 9. Was Decedent o7 Hispanic Origin? ~ No ^ Vas 10. Race: Ameripn Indan, Black, While, etc. Dauphin Derry Twp. M.S. Hershey Medical Center pl yea, spedly caeen ^~~ P~,a R~• ~) IspedM White 11. Decedents Usual m Kintl d work tlone tl unn most d world I'de. Do cwt stab rear f 2. Was Decedent ever In me 13. DecetlenYs Edration (Seedy ady Nghazt grade canp leod) t4. MamM Status: Married, Never Monied, t6. Surviving Spo use (It wee, give maiden name) Kind d Work Kind d Susineas/Irrdstry U.S. Amred Forces? Elementary I Secadary (612) College (1~4 or St) Wxbwetl, Divorced (SPecily) Trainin Relations Electric Plant KJ Yea ^ Nor 4 Widowed 16. Decedents MaiNng Address (Street, d y I oven, state, nD coda) Decedents Did Decedent Pennsvlvania Uxe b a , 1~ v d b Silver Sprincr A l R d ,7 D d g s 35 White Oak Boulevard , ~. tlua es erbe ece ent ra _rwp. a. tate e:. Townsnlp? 17d. ^ No, Decedent lived vermin tlmharlaru7 C' McChaIllCSbllr , PA 17050 - 17b.camy ,~t~l~mnsof ciry/BOm 16. FeCwYS Name (Fast, middle, ost suffix) 19. MomeYS Name (Pest, mkltlla, maiden wmame) FYederick A Y Reta M. Rinehimer ZOa. IdomrenCS Name (Type / Pdnt) 20b. Idomrenrs Meifirg Adtlress (street. dry r Nwn, stab. rip rntle) Jill Y. Klotz 4 Nicholson Court Mechanicsbur PA 17050 21a. Mdhod d Disposition ^ Cremation ^ Donation 21 b. Date d Dispodton IMmm, py, ynr) 21 C. Place d DisDOSidon (Name d cemetery. crematory a Omer place) 210. lotatlon (Coy Mown, arale, ap code) ® &mal ^ Removal hom State r Was Cramadan or Donstion Autlbnzed ^ ahar~ 1M~,„,,,Mr,~,„ ^yaz^~ ~ Sept. 13, 2011 Slocwn Cemetery S1ocYmt 'Trap. PA zap. sigpwre d sarvip Lipnaae ( aping az ar,dq 22D. license Num68r zzc. Noma and Aedess o+Fadliry 8 Market Plaza Way ~ - ~ FD-138630 Mal zzi FLuieral Home M PA 17 Compote' 23a<dnly when p " ~ 23a. To the best el my knowledge, deem occurred at me time, date ant pore stated. (Signature and title) 23b. License Number 23c. Dale Signed (Month, day, year) not avaibbo at tine of dee rattily se d deadl. harm 24-26 must be canpbbd by person 24. r d Deatn 25. Date PraaurKed D ead (Mash, day, year) 26. Was Case Referred b Metliral F~amiter I Coroner for a Reason Omer man Qematbn or Donation? veto prorbulces death. /i rj : I O rT M. n- L eMF~J ~~ /J-2 l t ^ Yea ^ No CAUSE OF DEATH (See Inatructiona erM exempba) ~ Approximate Irnerval: Pan II: Enter nlMr sodficara rorldliors cenidbutim to deem 26. Did Tabaao Use CarnnLMe to Deam? earn 27. Pan I: Enter ds d~ein d events - dieeases, injuries, or complicatbrs -mat tlirecmy caused me deem. DO NOT enbr brminal events 5uM az cartliac anesl, Onset to Deam but rid rewtting in the untlenying ceaze given in Pan I. ^ yes ^ Prd aby respiratory arrest, or vedriwlar fibrdWeon wimwl stpwirg me e1bMlgy. list Doty one cause on eap Foe. ~ ~ ^ No adunktbwn WMEDIAIE CAUSE Rnel Ooease or Q (` ~,~`~ ~ ,ice - 1, pn66on resulerlg b ~eem) ~ f \p~~^((j~'r~N 1~W~ e S2CA• a.r.*r..{ 1 ~' (.O l~~lOr1s J a_ ~ 29. H Femao: r ^ Not r t iNi Due to (a as a uerce op~ Se~uanpally I^.aI"-M~- tl ~ cer~a• tt am• b. ~' ~~~5 ~M" ~~ p eg an w n peat Year ^ Pregrern at time d deaM ^ asdslp r _ Enter oUNDERLVING CAUSE a Due to (a az a consequence op'. ~ e Not Pregnant but pregnant wiNin 42 ders d deem (aiaeee a injury trial ir:pme the events resulting n pawl LAST c ^ N . Due to (or as a consequarce dl'. at Pr Y~ant but pregnant a3 davs ro t year before tlpm a. ^ Unknown 6 pregnant wimb me pall yea: 3p. Was an Auiepuy 306. Ware Autopsy Fntlbgs 31. Manner of Death 32a. Date d Injury (MOralt day, year) 32b. Describe How Injury Ouxxretl 32c. PMce d Injury Hone, Farm, Street Factory Perbmstl? Available Prior to Ca+pleuon d Cause of Deem? ®Nabral ^ Homicide Office eueding, pro. (SpetlM) ^ Vaz ^ No ^ Y ^ N ^ Accident ^ Pending Imesegafion 32d. T of Irytuy 32e. Irqury at Wank? 321 H TrenspMation Injury (Sperity) 32g. I.oplbn of injury (Street city /town, sole) es o ^ Suicde ^ Could Nd p Detemw W M ^ Yas ^ No ^ Dmrer/Operate ^ Passenger ^ Pedestrian Omer- Specify: 33s CeNAer (checF any one) 33b. Signaure and file d Cedfier • LatlUying phyelclan (Physician ceneYin9 verse of deem yawn arolher physk:bn has Pronouncetl deem acct mmPleted Item 23) To the batldmy knawMdge, dsWh nceunad dw to the cwsga)and mennx ea sotsd_________________________________ ^ - • Pronoundng acct esnXybg pnyakian IPnysician bdn prmourekng deem antl cerdlyhg to cause d deem) 33c. license Number 33tl. Dare Signetl (MOrnh, day, Year) To Ule bestdmylmowodge,doer"xeurrWal metime.dde. and pMre. and duebtM wwelsl and manner ore elated__________________® • MedieN Examiner/Corarr A/rr IG1A4 g1 ~"~ ~ l l 1 1 Q ~ ~11 On me bWS d examkutbn ant I or InvMlgatloR in my opinion, deem occurrM rt lM time, date, and pMro, sM due to me pate(s) ant mamler tl Wted_ ^ 34. Name acct Atldress of Person Who C ompleted Cause d Deem (dam 271 Type! PMt t slgnawre am Diatr;d Namger - ~' C~ I ~ I I ~ I I I ~ I 'a °ebFiles(Maan,pY.year) ~i M.S. Hershey Medical Ctr. Sa a,v ; I ~((,Ln-ry~ T'l(~ Hershey, PA 17033 ~ f~ r Disposition Penntt No. 0599602 LAST WILL AND TESTAMENT OF IRVIN R. YEAGER I, IRVIN R. YEAGER, of 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 estate 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 thereon, but not including any generation skipping tax) payable by reason of my death shall be paid out of and be charged generally against the principal of my residuary estate without reimbursement from any person. 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. 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 within 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 All the rest, residue and remainder of my estate, of whatsoever nature and wheresoever situate, I give, devise and bequeath to my daughter, JILL ANN Y. KLOTZ, of Cumberland County, Pennsylvania. In the event that JILL ANN Y. KLOTZ predeceases me or fails to survive me by thirty (30) days, I give, devise and bequeath the remainder of my estate, of whatsoever nature and wheresoever situate to my son-in-law, PHILIP H. KLOTZ, of Cumberland County, Pennsylvania. In the event that PHILIP H. KLOTZ predeceases me or fails to survive me by thirty (30) days, I give, devise and bequeath the remainder of my estate, of whatsoever nature and wheresoever situate IN EQUAL SHARES to my grandson, PHILIP D. YEAGER KLOTZ, of Cumberland County, Pennsylvania, and my granddaughter, LINDSAY M. YEAGER KLOTZ, of Cumberland County, Pennsylvania. Article V If a beneficiary under this Will has not attained the age of thirty (30) years, the share of the beneficiary shall be placed in a separate trust, for the benefit of that beneficiary according to the terms in Article VI. -2- ArtirlP VT In the event that a Trust is created by or as a result of any part of this Will, the terms and conditions of the Trust shall be as follows: A. To expend and apply so much of the net income and so much of the principal of the Trust as the Trustee shall consider advisable for the support, health, care and education (including college, trade school, or other similar training or education) of the child until the child attains the age of thirty (30) years. B. Upon attaining the age of thirty (30), the remaining principal and accumulated income of the child's share shall be distributed outright to the child. C. If any beneficiary dies before the complete termination of his or her trust, the Trustee shall divide any remaining trust property into shares for the beneficiary's issue then living, per stirpes, or if none, for my issue then living, per stirpes, subject to being held in continued trust in accordance with the provisions of this Article VI. D. No beneficiary or remainderman of this Trust shall have any right to alienate, encumber, or hypothecate his or her interest in the principal or income of the "Crust in any manner, nor shall any interest be subject to claims of his or her creditors or liable to attachment, execution, or other processes of law. Article VII I hereby appoint LARRY H. KLOTZ, of Franklin County, Pennsylvania, as Trustee of any Trust(s) created in this Will. In the event of the renunciation, death, resignation, or inability to act, for any reason whatsoever of LARRY H. KLOTZ, I nominate and appoint ANN M. ISENBERG of State College, Pennsylvania, as Successor Trustee of any Trust(s) created in this Will. -3- Article VIII In order to carry out the purposes of the Trust(s) established by this Will, the Trustee, in addition to all other powers granted by this Will or by law, shall have the following powers over the Trust estate, subject to any limitations specified elsewhere in this Will: (a) to retain in the form received and/or 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 beneficiary, (f) to file fiduciary/income tax returns and pay the tax due for any year for which such a return is required, (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 along with or with others, any business in which I am engaged in or have an interest in at the time of my death, and (j) to receive reasonable compensation in accordance with their standard schedule of fees in effect while their services are performed. -4- Article TX I nominate, constitute, and appoint my daughter, JILL ANN Y. KLOTZ, Executrix of my Last Will and Testament. In the event of the renunciation, death, or inability to act, for any reason whatsoever of my Executrix, I nominate, constitute and appoint my son-in-law, PHILIP H. KLOTZ, successor Executor of my Last Will and Testament. In the event of the renunciation, death, or inability to act, for any reason whatsoever of PHILIP H. KLOTZ, I nominate, constitute and appoint, LARRY H. KLOTZ, successor Executor of my Last Will and Testament. I direct that my Executrix or successor Executors 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 disclaimer I could have filed if living. My Executrix and successor Executors shall receive reasonable compensation for services rendered to my estate. Article X In addition to the powers conferred by law, I authorize my Executrix and successor Executors, 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 ofany beneficiary, -5- (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, and (j) to receive reasonable compensation in accordance with their standard schedule of fees in effect while their services are performed. IN WITNESS WHEREOF, I, IRVIN R. YEAGER, hereby set my hand to this my Last Will and Testament, on ~~ - ~ , 2008. ~ 2vLC;~~ ,~~~,, ~V' IRVIN R. YEA R ~. In our presence, the above-named IRVIN R. YEAGER signed this and declared this to be his Last Will and Testament, and now at his request, in his presence, and in the presence of each other, we sign as witnesses. Name ,--~ _. , U~1-~ ~~ r f'~s~ Address 845 Sir Thomas Court, Suite 12, Harrisbure. PA 17109 _845 Sir Thomas Court, Suite 12, Harrisburg, PA 17109_ -6- I, IRVIN R. YEAGER, 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 IRVIN R. YEAGER, the Testator, on -~ ~ ,2008. ~ti ota Public Na-T~ ~ .~caiecwE ~ KEUY No/vry h~bMc m- of wu~, o~nnN c Mlr CoTrrNglor~ Explns Dec 17, 2011 IRVIN R. YEA ER !~ 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 witnesses, 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'13r ~1~.~ ~~~~9 ''<~~ and .li,~~i, `F dt A _ C-~ ~ rso ~f' Witncss witnesses, on <:;2 - ~ , 2008. ~ y-~ u e C S ~~ , ~ ~ tness ~ J Nptary blic NOT~uu sEU, JACatlELINE A KELLY - 7 - Nolory Pub11C CITY Of NARRIfWRG, OAUMIIN COUNTY My Con-ml~lon Explns Dec 17, 2011