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12-22-11
4 I PETITIQ}N FOR PROBATE AND GRANT OF LETTERS REGISTER OF 1N~ILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Estate of Janet W. Hartma also known as ~ File Number 21 ,-- ~ I -- ~ `~ ,Deceased Social Security Number Daniel J. Hartman a.~u~r ~~~ ~~~, woo Is/are ~ d years (COMPLETE A' ar B' BELOW.) A. Probate and Grant last Will of the Decedent dated age or Letters Testamentary and aver that Petitioner(s) is/are the Executor named in the 8/01/1996 and codicil(s) dated ~ (State relevant circumstaxes, e.g., renunciarim, death d executor etc.) After the execution of the document offered for probate: Decedent did not ma was not divorced; was not a party to a pending divorce proceeding wherein grounds for divorce had be n 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 e, er. c..a.; ..n.c..a.; a e; urdn e a ra; ran a mr Petitioner(s), after a proper search, asJhave ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs (if Administration, c.ta. or d.b.n.c.t.a., ter date of Will on Section A above and complete list ofheirs); 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 ! Relationshi Residence Daniel J. Hartman Son 127 South 15th Street Kim M. Hartman Kelly Dau hter Camp HIII, PA 17011 9 914 Maplewood Lane (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania with his /her last principal residence at 605 Allen Street, New Cumberland, PA 17070 Decedent, then ~ years of age died on 12/08/2011 at ~/ ~ ©~ Decedent at death owned property wit~t estimated values as follows: (If domiciled in PA) I AN personal property $ pf not domiciled in PA 650,000.00 Personal property in Pennsylvania $ (If not domiciled in PA) ', Personal property in County $ Value of real estate in Pennsylvania $ situated as follows: 605 Allen Stree~ 900,000.00 New Cumberland, PA 2101 Orchard Dad, Lower Allen Township, Cumberland County, PA the unredferresigned Doer(s) respectfully request s) the probate of the last W ill and Codicil(s) presented with this Petition and the rant of Letters In the a 9 ppropriate form to Signature Typed or printed name and residence _ II Daniel J. Hartman 127 South 15tM[~treet .~:. ;~-r Camp Hill, PA ~_3q,1)I "" ~r~ ^~ J U }-r~ r; 'I ) 3'> r~Tl N 1J 's~ _- "~ . _ . _ _, i , _. Forrrr Rev. 12-26-2pfa interim /ono, ~ ~ . • ~~ r..~ ( ' g action by the Coon) -ri Copyright (c) 2010 form software Dory The Lackner Group, Inc. Page t of 2 Oath of Personal Representative COMMONWEALTH OF PENNSYLVANIA } SS couNrr of Cumberland } The Petitioner(s) above-named s ear(s) or affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petition r(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to la~v. ~ ,_____~_„~ Swom to or affirmed and subscribed before me this ~ day o~ ~rco s~J~o s-~_ ~r ~ I 1 I~~ For the File Estate of Daniel J. Signature of Personal Representative C7 ..;:m '.~~ O Signature of Personal Representative ~ ~ t--7 t j . _.~~ ~' '', N -- -y ~ _T, ~ ..,z _ ~ 21 ) ~ ~2~~ ~~ -' ~ , ...;~~~ ~ -- ft W. Hartman ,Deceased Gm;. Social Security Numbe~: ~ ~^~- ~~~ ~ L Date of Death: 12/08/2011 AND NOW, 3->~C_ ~~ ~' v~U I ~ , in consideration of the foregoing Petition, satisfactory proof having been presented before me, I IS DECREED that Letters Testamentary are hereby granted to Daniel J. IHartman and that the instrument(s) dated 08/01/1996 described in the Petition be admitted o probate and filed of record as the last Will (and Codicil(s)) of Decedent. FEES Letters ............................................ $ Short Certificate(s) ........................ $ Renunciation(s) ............................. $ Lt ), 1\ $ ~~,5~, $ J-LL! t_~ $ 4 4 TOTAL .................................... $ r-am RW-02 Rev. Dais-loos preme Court I.D. No.: e.,..,.....ll w...l.. CHG IJ....iL. ~ HaL L+a..~~~ ..v~r r~ir r ~ rives ~i ~na~ _e~c~ ~G~~- CopyrlgM (c) 2006 form software ony The Lackner Group, Inc. Page 2 of 2 LOCa-L REGISTRAR'S CERTIFICATION OF DEATH WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $6.00 P 17927302 Certification Number e3 REV 11/tfpS E I PRpIr II :IiMM1ENT tADK INK This is to certify that the information here given is correctly copied from an original Certificate of Death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital RecordsyOy~ffice fgr permanent filing. LG~ ~'l~'~ D~C,1 1 Zg11 Local. Registrar Date Issued COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS CERTIFICATE OF DEATH pSee InsMeeaMinn..nve .w. nt.. n....... ~~ F...i ~- ~~ , ~ ~~ ~ L 7 ~ n ~7 I! ~~~ N ~' cr Iv _ ~ '._~ ~_ ..+.~ ' ~. i~ _' ~ .-. ~.. _ rT'+ ~ ~ ~, i„~ (~ -`T"T G 1. NerrdDecedare pRroL MOds, Vd, suflh) Janet W. Hartman ' STA7E FILE NUMBER 2 Se>< 3. SocW Seamy NuMter 4. - (AIOnIA. . f*ar) y / // /_~ /y /,// 7 Female 165 2 6159 5 A lM BMtl Y U ~l- V / (~ C/ - 6, - . q I v h nder 1 Under 1 S. DeN d Binh 7. BI end emw a Se. PNq d DseM LYiedc ar h~ D•Ye lloiee 80 vra. • eb C March 4 1931 "°'p"°'` an.~ Hill A Inpetknt ^ ER / DuNelent ^ ODA ^ Nurosq Ibn,e ^ R«eface ^ Olhu ~ Specif . a,dY d orm ea. Coy, eaa Tap. d y M. FrMy Name (n not aro0tudq. pw teat eM n•ro•rl 8. W« Deeded d IWperib OdpnT No ^ V« 10. Ra«: Ameriron IMlen~ &eck, WhNe~ dc. Ds bin Harrisbur (n yea, epedy Cohan, (may,) Harrisbur Hos ital MWgn, verb Riga, eb.) • it. Deaederle Uuel d aoa done rrpo[d Klnd d WoA KIM d . Do nd ewe' 12. Wr Degdul ever b iM 13. Degdenye Edodm (8pedy oNy Nyted pHs canpek0) 1t. MedW SMrK Alenteq Never Memr, 15. SuvNirg Spoor (n vde•9Ne meirn name) 11Mrq US. Amwd FanxeT N7 b d Dhg Homemaker Own Hom r •e , oed ^ v« ®Na 1Ety 1 " (o-,2) coB•c• (,~ a s+) ~ Widow 18. Dsgdufs MdNN Adder (SUeel, ay/bwn, ebb, ziD Cadet 605 Allen St . Deceded'a Acbel Reeldence ,Te. stme Pennsylvania °hb» b°e: del" na. ^ vee Deeded u«d b New Cumberland, PA 17070 , T,~. tn. cony Cldrn}Yarlarrl T0M1°NpT iTa.I~No, Degdad tAwd wiwn New Cumberland A d I tS. Fttlele Name 1~ niitlds, ~. su%b) Donald G Weitzel CW .Mled D;~,~ iS. Lbtlrye Noma (Feq, mbob, mebr eurme) . Clara L. Bushe 20e. Mmnem'e Name (Type / Rhn Daniel J Hartman 20b. hlonnurYS Meiq Addro« (Shed, ~Y 1 bwn, eteb, bP oode) . 127 South 15th St. Hill PA 17011 21a Medbd d OkpodYm r ~' Currtlon ~ ^ geld ^ R«ewel ham Stab i 1I ^ Dorutlon 21b. Date d DYDOeIIari (ModR oar, yrr) 21C. Place a OhpaeEori (Nrr d q^~•rrY, parrebry aadw plea) 21tl. tceetlm (Clyltown, etete, zip mde) . r LYUrllen a ^ ond- ' alydd~ Aotlgdrd caoed9 ~ Y«^ No December 12 201 Holli er Cremato Mt. Holt Sri s PA . 22. dFarwd a ) z2b tlorwNUrber 22a.NrraMAddr«sdFedly Myers-Hamer Funeral Home, Inc. 014819 90 ket 1 1 011 Cr4rle lever 2rc ody alwn aerafyig 23e. 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SlDwhse end igk d GNAer Y n To tlr Mddmr browledOe, aMaU eearered AtebtM my R aM mrswrelabd_________'___"""____""""' ^ `y v ,~~+ ~ v~ anan•Y9 ~ •AtMMrY Pnyslden IFhysldr both • TYeAaalErrebt~ir/C~orar~okeMaaaureedetMetMae.dreg dwn eM aarEytlp b qua d 4Ni) plea,uidAUroBUgwyprdnrsrrreMk------------------ ® 39c. Lkuwe Number b o a ~ L 39d. DeM Siprd (Abrdh, day, yrr) I L~~ 1 t OnMbradesdrrdbrtuW/a bwetlpelbn,bmy ffi. R•gYlrefa end Okmq deetlioavnddlM far, day aM par,eM AwrM•weye)eM nswerraaad. ^ y LJ / C/ / ~ /~ /~ ~~J ' L ~/ / /tl~e ~ DA/~~~ _..._._ oiepgldon Pemot No. U65U965 -- i ~i~la I, Commonwealth Will and Testar made. ~ tll ~~t~ ~~~~~t~rt~~t~ ~ C _: ...~.. ~: o ._ ; OF ~ ~~ f.,, • r-,-~, r ~ ,~ JANET W. HARTMAN ' ~;~ ~ =~ ~~, ~:L dET W. HARTMAN, of Camp Hill, Cumberland Count, and Pennsylvania, do make, publish and declare this to be my Last ~t, hereby revoking all Wills and Codicils by me at any time IT M I: I direct the Executor to pay the expenses of my last illnes and funeral expenses from subsection (b) of ITEM IV of the residue of my a fate as an expense and cost of administration of my estate. IT M II: If I die before my husband, ROBERT G. HARTMAN, JR , I give to him all of my household furniture and furnishings, books, pictures, 'ewelry, silverware, automobiles, wearing apparel and all other articles of hour hold or personal use or adornment and all policies of insurance thereon. If I do not die before my husband, I make this gift to my children living at the time of m~y death, to be divided among them as they shall agree. IT M III: I specifically decline to exercise the Special Power o Appointment contained in the Last Will and Testament of my husband, ROB RT G. HARTMAN, JR.. disposed of in Page 1 [ IV: I give the residue of my estate, not preceding portions of this Will, as follows: ~~, _z ;- r ., . ~ ~.:' ~~-- ,7 (a) administE amount t] reason of my es under Will v after 1 (b) husband, not survi` funded pi To my Trustees hereinafter named, IN TRUST, to be red and distributed as provided in ITEM V, the largest at can pass free of Federal estate tax under my Will by ;he unified credit and the state death tax credit allowable to but no other credit and after taking account of dispositions 'r items of this Will and property passing outside of this ~ do not qualify for the marital or charitable deduction and ig account of charges to principal that are not allowed as > in computing my Federal estate tax. The balance of my residuary estate shall be paid to my ROBERT G. HARTMAN, JR., if he survives me. If he does 'e me, this portion of my estate shall be added to the Trust ~rsuant to subsection (a) and shall be administered and d as provided in ITEM V. The following provisions shall apply to the Trust Credit by ITEM IV (a): (a) I, This Trust shall be known as The Hartman Family (b)' The Trustee(s) shall pay to or for the benefit of my husband, ROBERT G. HAR,TMAN, JR., all of the net income of this Trust in onvenient installments, but not less frequently than annually. The Trustee(s) shall also pay to my husband, so much of the print pal of this Trust as may be necessary in the sole discretion Page 2 ', I of the care of tee(s) for the proper support, maintenance and medical husband. (c) Upon the death of my husband, the Trustee(s) shall pay over all o the remaining assets, to one or all, or less than all of my issue, in he amounts, and in the estates, in trust or otherwise, as my husband ay direct, making specific reference to this Special Power of Appoin ment, either by written instrument filed with the Trustees during his lifetime or by his Will. In no event may this Special P wer of Appointment be exercised in favor of my husband, his estat or creditors of either. (d) my husb~ then upon unappoin living chi represent share to ~ Trust for (e) deceased income t stirpes, 1 issue of z and in n~ If this Special Power of Appointment is not exercised by .d, in whole or in part during his lifetime, or in his Will, the death of my husband, the Trustee(s) shall divide the principal into as many equal parts as there are then .n of mine and then deceased children of mine by then living issue. The Trustee(s) shall distribute one h living child, and shall hold one share as a separate benefit of the issue of each deceased child, per stirpes. In each Trust established for the benefit of the issue of a child of mine, the Trustee(s) shall quarterly pay the net or for the benefit of the issue of my deceased child, per ' 'ng at each time of quarterly distribution. As soon as any y deceased child attains the age of twenty-one (21) years, event later than twenty (20) years following the death of or of my husband or myself, the Trustee(s) shall distribute the survi Page 3 the remaining principal to the then living issue of my deceased child, per stirpe~. IT M VI: My husband, ROBERT G. HARTMAN, JR., shall have he noncumulative right to withdraw FIVE THOUSAND ($5,000) DOLLARS from the principal of the Trust established under ITEM V of this Will each calendar y ar during which he is entitled to receive income. If my husband is living on the ast day of each year, he shall also have the right to withdraw an amount equal t five (5%) percent of the net market value of the principal on the last clay of the ear less the amount, if any, previously withdrawn during the year. The '.[4~ustee(s) hall make this payment within thirty (30) days of the close of the year. This righ of withdrawal is noncumulative and may be exercised only in writing delivere to the Trustee(s) within thirty (30) days prior to the last day of each calendar y ar. IT M VII: I direct that all inheritance and estate taxes becoming due by reason of my death, whether payable by my estate or by any r. ecipient of any property, shall be paid by the Executor from the principal of the trust establ shed under ITEM IV (a) and administered under ITEM V. The Executor shall ave no duty or obligation to obtain reimbursement for any such tax so paid, eve though on proceeds of insurance or other property not passing under this Will.l IT M VIII: No part of the income or principal of any Trust created b~ this Will shall be subject to attachment, levy or seizure by any creditor, spouse` assignee or trustee or receiver in bankruptcy of any beneficiary prior to his or filer actual receipt of income or principal distributed. The Trustee(s) shall pay the net income and the principal to the beneficiaries specified Page 4 !, by me, as their ~nterests may appear, without regard to any attempted anticipation, plejdging or assignment, and without regard to any claim or attempted levy, each possessi capacity only: that seizure or other process against the beneficiary. ;M IX: The Executor and the Trustee(s) shall following powers, each of which may be exercised in a fiduciary (a) To retain any investments I have at my death, including cal y those consisting of stock of any bank even if I have named as the Executor or Trustee. (b) To vary investments, and to invest in bonds, stocks, notes, re 1 estate mortgages or other securities or in other property, real or p rsonal, without being restricted to so-called "legal investme is", and without being limited by any statute or rule of law regardin investments by fiduciaries. (c) In order to divide the principal of a Trust or for any other pu ose, including final distributions, the Executor and Trustee() are authorized to divide and distribute personal property and real roperty, partly or wholly in kind, and to allocate specific assets a ong beneficiaries and Trusts so long as the total market value of ach share is not affected by the division, distribution or allocatio in kind. The Executor and Trustee(s) are each authorized to make, 'oin in and consummate partitions of lands, voluntarily or involun rily, including giving of mutual deeds, or other obligations, with as vide powers as an individual owner in fee simple. Page 5 (d) ~, To sell either at public or private sale real and personal property ~everally or in conjunction with other persons, and to consumm to sale(s) by deed(s) or other instrument(s) to the purchase (s), conveying a fee simple title. No purchaser shall be obligated o see to the application of the purchase money or to make inquiry i to the validity of any sale(s). The Executor and Trustee(s) are autho 'zed to execute, acknowledge and deliver deeds, assignme ts, options or other writings as necessary or convenient to any of th power conferred upon the Executor and Trustee(s). (e) To mortgage real estate, and to make leases of real estate. ~~ i (f) To borrow money from any person, including the Executor r Trustee(s), to pay indebtedness of mine or of my estate, expenses f administration or inheritance, legacy, estate and other taxes, an to assign and pledge assets of my estate or any Trust establish d by this Will. (g) To pay all costs, taxes, expenses and charges in connectio with the administration of my estate or any Trust establish d under this Will. If any death taxes are payable with respect to my estate, these taxes shall be paid from the Trust establish d by Item IV (a). (h) ' To make distributions of income and of principal to the proper be eficiaries, during the administration of my estate, with or Page 6 'i i without curt order, in such manner and in such amounts as the Executor deems prudent and appropriate. (i) To vote shares of stock which form a part of my estate or any Trus established under this Will, and to exercise all the powers incident t the ownership of stock. ~~ (j) To unite with other owners of property similar to property 'n my estate to carry out plans for the reorganization of any company hose securities form a part of my estate. (k) To disclaim any interest in property which would devolve to me or ~ny estate by whatever means, including but not limited to the folio 'ng means: as beneficiary under a will, as an appointee under th exercise of a power of appointment, as a person entitled to take by i testacy, as a donee of an inter vivos transfer, and as a donee un er a third-party beneficiary contract. (1) To prepare, execute and file tax returns of any type required y applicable law, and to make all tax elections authorized by law. (m To employ custodians of property, investment or business advisors, accountants and attorneys as the Executor or Trustee(s) deems a propriate, and to compensate these persons from assets of my esta or trust, without affecting the compensation to which the Executorand Trustee(s) are entitled. PagE: 7 (n) ' To do all other acts in their judgment necessary or desirable ~'or the proper and advantageous management, investment and distribution of the estate and Trusts established under this Will. Any person, other than my husband, who has died within thirty (30) days of my death, or under such circumstances that the order of our dea hs cannot be established by proof, shall be deemed to have predeceased me I If my husband and I die simultaneously, or under such circumstances t at the order of our deaths cannot be established by proof, my husband shall b deemed to have predeceased me. Any person (other than myself) who :has died at the same time as any then beneficiary under this Will, or under such circumst ces that the order of deaths cannot be established by proof, shall be deemed to h~ve predeceased that beneficiary. IT M XI: If a beneficiary under the age of twenty-one (21) years is entitled to receive assets under this Will, that person named by my steels) shall receive those assets as Custodian for the beneficiary under the Pen _ylvania Uniform Transfers to Minors Act. The Custodian may receive and a 'nister all assets authorized by law, and shall have full authority as provided in t e Pennsylvania Uniform Transfers to Minors Act to use assets in the manner the Custodian deems advisable for the best interests of the beneficiary. I so designate that person named by my Trustee(s) as successor Custodian of y property for which I am custodian under any Uniform Gifts to Minors Act or niform Transfers to Minors Act. IT M XII: I appoint my husband, ROBERT G. HARTMAN, J ., and my son, DANIEL J. HARTMAN, as Co-Executors and Co- Trustees, referred to in this Will as "Executor" and "Trustee". In the event my Page 8 ', husband, ROBE and/or Trustee f~ that capacity. ~l the obligation o IN Last Will and T the end of each better identifica ' G. HARTMAN, JR., cannot act or continue to act as Executor any reason, my son, DANIEL J. HARTMAN, may act alone in Executor, Trustee and Custodian are specifically relieved from filing bond or entering security. NESS WHEREOF, I have set my hand and seal to this, my nent, consisting of this and the preceding eight (8) pages, at of which I have also set my initials for greater security and this ~ day of + , 19,E y -LG . EAL) ET W. HARTMAN W ,the undersigned, hereby certify that the foregoing Will was signed, sealed, ublished and declared by the above-named Testatrix as and for her Last Will presence and i the day and yE execution ther memory. ~~. _ d Testament, in the presence of us, who, at her request and in her the presence of each other, have hereunto set our hands and seals first above written, and we certify that at the time of the the said Testatrix was of sound and disposing mind and Residing at ~9oc' (~~~~~--~~'~ __ ham.-c.(~, i~u !7~.c r(~ T Residing at C9 ~ S c~-2..ft,~,1 J G~ C ~~~~ ~ .i ACKNOWLEDGMENT COMMONWEA$.TH OF PENNSYLVANIA ) II ) SS: COUI~TTY OF I, ~ ~~-~- ) I, JANET W. HARTMAN, Testatrix, whose name is signed to the attached or fore oing instrument, having been duly qualified according to law, do hereby acknowl dge 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 fo~ the purposes therein expressed. GG' . ~ EAL) ET W. HARTMAN Sworn to ands bscribed before me this / ay of a~.u~.t 9 9~ . ' Notar~'jPublic I My Commission Expires: Notarial seal Linda J. Olsen, Notary Public Harrisburg, Dauphin County (SEAL) ~, My Commission Expu~s Sept. 8,1996 ember, PennsylvaniaAssociation of Notaries AFFIDAVIT COMMO COUNTY OF We the Witnesses ~ being duly qua] saw 'testatrix, Last Will and 7 said Will as hey each of us in tr and that to the or more years TH OF PENNSYLVANIA ) SS: ~~~s% C'~- ~ , .lwl~,~iand 7' ~'t~'~2~f ~ s s~~ hose names are signed to the attached or foregoing instrument, Fled according to law, do depose and say that we were present and ANET W. HARTMAN, sign and execute the instrument as her ~stament; that Testatrix signed willingly and that she executed free and voluntary act for the purposes therein expressed; that hearing and sight of the Testatrix signed the Will as Witnesses; pest of our knowledge the Testatrix was at that time eighteen (18) ' age, of sound mind and under no constraint or undue influence. J fitness Witness III Sworn to ands bscribed before me this ~ ay of ~i "~, C~ Notary ublic My Commission Expires: (SEAL) ~~ ~~ see Linda J. C+Isen, IVcstary Public ', Hanisburc7, Dauphin Co„niy MY Commission E~res Sept. 8,1996 ', ember, Penr~sylvaniaAssociation of hotarios 73675 1.