HomeMy WebLinkAbout01-17-12PETITION FOR GRANT OF LETTERS
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
Petitioner(s) named below, who is/are 18 years of age or older, apply(ies) for Letters as specified below, and in support thereof aver(s) the
following and respectfully requests the grant of Letters in the appropriate form:
Decedent's Information ~rr~-~. ~
Name: Harold R. Schumacher File No: 21 ~' ~ ~ - yy tJ~
a/k/a: (Assigned by Register)
a!k/a:
a/k/a: Social Security No: 273-24-9092
Date of Death: 12/30/2011 Age at Death: 83
Decedent was domiciled at death in Cumberland County, PA (State) with hislher last
principal residence at 115 Windrush Lane, Mechanicsburg 17055 Upper Allen Cumberland
Street address, Post Office and Zip Code City, Township or Borough County
Decedent died at 115 Windrush Lane, Mechanicsburg, PA 17055 Upper Allen Cumberland PA
Street address, Post Office and Zip Code City, Township or Borough County State
Estimate of value of decedent's property at death:
If domiciled in Pennsylvania ...................... All personal property $ 25,000.0
Ifnot domiciled in Pennsylvania ................ Personal property in Pennsylvania $
If not domiciled in Pennsylvania ................ Personal property in County $
Value of real estate in Pennsylvania ................................................................... $ 175,000. 0
~ TOTAL ESTIMATED VALUE $ 200,000. 0
Real estate in Pennsylvania situated at 115 Windrush Lane, Mechanicsburg, PA 17055 Upper Allen Cumberland
(Attach additional sheets, if necessary.)
Street address, Post Office and Zip Code City, Township or Borough County
A. Petition for Probate and Grant of Letters Testamentary
Petitioner(s) aver(s) that he/she/they is/are the Executor(s) named in the Last Will of the Decedent, dated 06/14!2006 and Codicil(s)
thereto dated
State relevant circumstances (e.g., renunciation, death of executor, etc.)
Except as follows: after the execution of the instrument(s) offered for probate, Decedent did not marry, was not divorced, was not a party to a pending
divorce proceeding wherein the grounds for divorce had been established as defined in 23 Pa. C.S. § 3323(g), and did not have a child born or
adopted; and Decedent was neither the victim of a killing nor ever adjudicated an incapacitated person.
® NO EXCEPTIONS ^ EXCEPTIONS
^ B. Petition for Grant of Letters of Administration (If applicable)
c. t. a., d.b.n., d.b.n.c.t.a., pedente lite, durante absentia. durante minoritatd
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.
Except as follows: Decedent was not a party to pending divorce proceeding wherein the grounds for divorce had been established as defined
in 23 Pa. C.S. § 3323 (g) and was neither the victim of a killing nor ever a )udicated an incapacitated person.
® NO EXCEPTIONS ^ EXCEPTIONS
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 (attach
additional sheets, if necessary):
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Form RW-OT rev. 10-11-2011 Copyright (c) 2011 form software only The Lackner Group, Inc. Page 1 of 2
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Oath of Personal Representative Official Use Only
COMMONWEALTH OF PENNSYLVANIA }
} SS:
COUNTY OF Cumberland }
Petitioner(s) Printed Name Petitioner(s) Printed Address
Gail C. Hoffman 20 Springdale Court
Mechanicsburg, PA 17050
(717)' &97830
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The Petitioner(s) above-named swear(s) or affirm(s) 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 cerlent, Pe ' io a (s) will well and truly administer the estate according to lawj
Sworn to,or a armed and subscribed before ~ ~' Date ~" ~ 7 ~
me thi ~ay f ' n 'd Data
By: 1 ,~ ~ O ~Q JI.X ~C~~1 t Date
For the Register ~ Date
BOND Required? ~ YES ~ NO
FEES: """"""CCC n !! ""
Letters .......................................... $ ~ lX ~ . U Q
( Ur )Short Certificate(s).........
( )Renunciation(s) ..............
( )Codicil(s) ........................
( )Affidavit(s) ......................
Bond .............................................
Commission ..................................
Other
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Automation Fee ............................
JCS Fee ....................................... a~~ ~ JD
TOTAL ......................................... $ r '~~~ • ~~d
To the Register of Wills:
riease enter
oeiow:
Attorney ignature:
Printed N m Jennifer B. Hipp
Supreme C 86556
ID Number:
Firm Name: Bogar and Hipp Law Offices
Address: 1 West Main Street
Shiremanstown P 17
A 011
Phone: 717-737-8761
Fax:
E-mail: jhipp@bogarlaw.com
DECREE OF THE REGISTER
Date of Death:
Social Security No:
Estate of Harold R. Schumacher File No:
a/k/a:
12/30/2011
273-24-9092
21
AND NOW, ~ ~~~( }~~ -rc ,~ ~ ~ ~ as i r~ , in consideration of the foregoing Petitidh,
satisfactory proof having been presented before me, IT IS DECREED that Letters Testamentanr
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are hereby granted to Gail C. Hoffman
in the above estate and (if applicable) that the instrument(s) dated 06!14/2006
described in the Petition be admitted to probate and filed of record as the last Will (and Codicil(s)) of Decedent.
Register of Wills ~~_,QJ~~/~n
Form RW-OY rev. 10/11/2011 Copyright (c) 2011 form software onl The ac n u ,lfic. '`~vr ' ~ Page 2 of 2
LOCAL REGISTRAR'S CERTIFICATION OF DEATH
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $6.00
P 18037927
Certification Number
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'rta3 REY tt2ge6
YPE /PRIM IN
PERMANENT
BLACK INK
This is to certify that the information here~igiven is
correctly copied from an original Certificate~,of Death
duly filed with me as Local Registrar. Thy original
certificate will be forwarded to the State Vital
Records Office for permanent tiling.
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Loco] Registrar Late Isqued
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COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS
CERTIFICATE OF DEATH
(See instNCtlons and examples on reverse) STATE FILE NUMBER
t, Name d Dxatlem (Faso, mieae, ten, sd6%1 2. Sex 3. Soda) Security Numaer 4. Date d Death (Modn. hY year)
Male 273 - 24 - 9092 December 30 2011
5. Aga (Last Birmhy) UMer 1 year Unoar t tlN' 6. Ogre d emn (Monet, day, Year) 7. 9mtprece (Coy ud slate a t ~ ueunlry) !re. Place of beam (Check ady one)
ktrms mw Nona areas Hospaal: Other'
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$3 Yrs. 8, 1928 C7S1Clnndtl, ~i ^Inlsetient ^ER/Wtpaaem ^DOA ^NUmilg Nome ~Readerce ^Dtner-Seedy
BD. teeny d Deem !k. City. Bam, TwP. of Oa6t 80. FarAry Name Itt not aw90Aim,>f,+.e alreet eta tantOeYl 9. Was Decehnt d Hispenk (kipn? g] No ^ Yes 10. Race: Arrorkan lrtden, BucN While. etc.
Cumberland Upper Allen rlWp, 115 Windrush Lane (; ~, ~,~~, a,~.) IS°~M
71. DaxdNN's Ilual Kid d work m re tron d ~ MB. Do tat sNre reM6tl) 12. Was Decetlem ever in dre 13. C6aehfn'S Emnfion (Specly only NgIM819rNk t9rttp leletl) 14. Meraal Srelus' Mertietl. Never MarnM. t $. Sumueg iSpW ae (11 Wire, give maiden name) I,
Kad dWpk Kkd d 6usawss / %dmOy U.S Ama Faces? Ekrrtentary I Secorda71P12) Cdlege (1-4 or 5+) Vfitlaxeo. a"orad ISpeaM
Wldowad
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16. DecedenYS Maifng Atltlraea )Street City t town. slate. zro wtlel Decahm's OM Decemnt ',
Aal~l Rnsawab na. sure nncyl Tani a Liao ~ a t 7c~ va, Dsaemnt uaee fi UUner Allen Ta,P.
1 15 Wi.rldrush Lane T0W"~"P? na. ^ No. Decedem Liven wdan
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7Q Fatlsfs Name (Fast nWlde, mat. suAi%1 19. MotlsYSNWne IFkn. nitle, treitlen eururrs)
Phili Frederick Schumacher Catherine Weber '
20e. IrtlormeMa Noma (TYpe! Prato) 260. Ndmrunt'a Haling AdM1aa 19rast, dry! toavl. slaty. zip cahl '.
Gail C. Hoffman 20 Springdale Court, Mechanicsburg, PA 17050
21a. kNatatl d Depmnm ^ Cremation [] Donator 210. Dale d Diapmition (Math. my. Year) 21 c. Prece d Dopceilan (Name of cemdery, crematory a afar pace) 210. Location (City / rown, store, zp codai
~x BanM ^ Rertnval ham gate ; wa craa.non w Donation Arlnalzetl
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Mal zzi Funeral Horne Mechanics , PA 17055
oNy whwt 23a To the Oast d my knprredga. Deem attune at the Oma. Date era place sWd. (Sigsan and owl 23b. license NunOer 23c. Date Sigrred (Morah, day. year) ',.
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rwalx«aeaeedal^ approx. 6:00 Ah+ December 30, 2011 ®Yes ^~
CAUSE OF DEATH (Sae InsVUCtlons antl s%ampMe) , Approdrmre mtenal: Pen II: BAax Omer ' 2B. Da 7aWcco lke ConaUW b Dam?
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oiapo=aan Pa,m;, No. 0693565
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LAST WILL AND TESTAMENT
OF
HAROLD R. SCHUMACHER
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BE IT REMEMBERED that I, Harold R. Schumacher, being of sound mind,
memory and understanding, do make, publish and declaze this instrument as and for my
Last Will and Testament and I do hereby revoke and make null and void any and all wills
or writings in the nature thereof heretofore made by me.
ITEM 1: I direct that all of my just debts and funeral expenses be paid by my
estate as soon as may be convenient.
ITEM 2: All of the rest, residue and remainder of my estate, of whatever kind and
wherever situated, I give, devise and bequeath unto my wife, Marilyn J. Schumacher;
provided, however, that my said wife survives me for a period of thirty (30) days.
ITEM 3: In the event that my wife, Marilyn J. Schumacher, predeceases me, fails
to survive me for a period of thirty (30) days, or we die simultaneously, I then give,
devise and bequeath my entire residuary estate to my children, H. Robert Schumacher, II,
Gail C. Hoffman, Steven M. Schumacher, Mary E. Stewart and Kazen A. Schumacher, in
equal twenty (20) per cent shares, per stirpes, as conditioned hereinafter. In the event that
my child predeceases me and leaves no surviving descendants of his/her own,/~th- en that ,,
W ~ s n Hazold R. Schumacher
Wi
Page 1 of 4 Pages
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child's share shall lapse and be distributed in equal shares to his/her siblings, per stirpes.
ITEM 4: In the event that any property passing hereunder would otherwise pass
to a person before his/her thirtieth (30th) birthday, I direct that such property be held in a
separate Trust. I appoint my daughter, Gail C. Hoffman, as the Trustee of any such Trust
and I appoint my daughter, Mary E. Stewart, as secondary Trustee. I direct my Trustee to
invest the Trust property in a prudent manner. I direct my Trustee to expend the income
and, if necessary, the principal of the Trust for the reasonable maintenance, support and
education to include college and vocational-technical training, of the beneficiary. My
Trustee shall distribute one-half (1/2) of the Trust balance to the beneficiary on his/her
twenty-fifth (25th) birthday and my Trustee shall distribute the remainder of the Trust to
the beneficiary upon his/her thirtieth (30th) birthday. My Trustee's decisions shall be
plenary and final. My Trustee shall be reasonably compensated for her services.
ITEM 5: I direct that any property passing hereunder to my children, H. Robert
Schumacher, II, Steven M. Schumacher, and Karen A. Schumacher, shall be held in
separate spendthrift Trusts. I appoint my daughter, Gail C. Hoffman, as the Trustee of
such Trusts. I appoint my daughter, Mary E. Stewart, as my secondary Trustee. The
Trustee shall invest the Trust property in a prudent manner. The Trust property, income
and principal, shall not be subject, while in the hands of my Executrix or my
_~
s Harold R. Schumacher
Witnes /
Page 2 of 4 Pages
Trustee, to voluntary or involuntary anticipation, encumbrance, alienation or assignment,
either in whole or in part, nor shall such interest be subject to any judicial process to levy
upon or attach the same for or on behalf of the beneficiary's creditors or claimants. In the
event that the beneficiary of such Trust shall attempt to anticipate, pledge, assign, sell,
transfer, alienate or encumber his/her share, or if any creditor or claimant shall attempt to
subject said interest to the payment of any debt, liability or obligation of the beneficiary,
said beneficiary's claim to income shall terminate and the Trustee shall distribute same to
that person(s) who would have received said beneficiary's share of the estate at the time
of Testator's death, as though said beneficiary died immediately before the Testator. The
term of each spendthrift trust shall be for the life of the beneficiary. The Trustee may
expend funds from the Trust for the benefit of the beneficiary in such amounts and for
such purposes as the Trustee in her sole and absolute discretion shall deem advisable
from time to time. Each of the Trusts shall terminate upon the death of the beneficiary.
If the Trust fund reaches $15,000.00 or less, the Trust shall cease and the remainder
distributed to the beneficiary. Upon the beneficiary's death, the Trust balance shall be
distributed in equal shares to the beneficiary's heirs. My Trustee's decisions in the
administration of the spendthrift Trust(s) shall be plenary and final. My Trustee may
collect a reasonable compensation from the Trust for her services.
W' ss
Witn ss
Harold R. Schumacher
Page 3 of 4 Pages
ITEM 6: I direct my Executrix to pay all inheritance, estate, succession and
legacy taxes of whatsoever nature and kind, to which my estate or the transfer of any
property passing hereunder or otherwise passing by reason of my demise, may be subject
and to chazge such taxes against my residuary estate, it being my intention that none of
the aforesaid taxes, either federal or state, on any property required to be included in my
gross estate, under the provisions of any state or federal law now in force or hereafter
enacted shall be prorated among the persons interested in my estate to whom such
property is or may be transferred or to whom any benefit accrues.
ITEM 7: I appoint my wife, Marilyn J. Schumacher, as the Executrix of this, my
Last Will and Testament. In the event that my wife predeceases me or she fails to act as
my personal representative, Ithen appoint my daughter, Gail C. Hoffman, as my
Executrix.
ITEM 8: I direct that my Executrix and my Trustee(s) shall not be required to
give a bond to secure the faithful performance of their duties in this nor in any other
jurisdiction.
IN WITNESS WHEREOF, I have affixed my signature this'( Play of June,
2006.
s Harold R. Schumacher
<t
Witness
Page 4 of 4 Pages
.,
ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF YORK
I, HAROLD R. SCHUMACHER, the Testator 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 that I signed
it willingly and as my free and voluntary act for the purposes therein expressed.
Sworn to or affirmed and acknowledged before me by HAROLD R.
SCHUMACHER, the Testator, this / ~llyday of %~y,~yt~¢ , 2006.
HAR R. SCHU CHER
NOTARIAL SEAL ~/~
Susan J. McDonald, Notary Public
York City, York County NOTARY PUBLIC
My commission expires Sept. 9, 2009
AFFIDAVIT
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We, ~~xsV ~ ~ ~~ and ~' ~ ~,, / ~ ~ /V ~- ,the
Witnesses whose names are signed to the foregoing instrument, being ~y qualified
according to law, do depose and say that we were present and saw the Testator sign and
execute the instrument as his Last Will; that the Testator signed willingly and executed it
as his free and voluntary act for the purposes therein expressed; that each subscribing
witness signed the will as a witness; and that to the best of our knowledge the Testator
was at the time 18 or more years of age, of sound mind and under no constraint or undue
influence.
~orn t affirme and subscribed to before me b ~~~ ,,~, ~~tr.
and ~ a`r-~c~ ~ ~~.-L~, ,witnesses, this ~4~~Y of ,
2006.
Witness
"• 'ARIAL SEAL
Susan !. iv ~onald> Notary Pa
Yu.k i;i~}~; York County
My comma. -wires Sept. 9, 2U~
NOTARIAL SEAL
Susan J. McDonald, Notary Public
York City, York County
My commission expires Sept. 9, 2009
Witness
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NOTARY PUBLIC