HomeMy WebLinkAbout03-02-12PETITION 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 ~1
Name: Thelma A. Phillips File No: 21 ~/,~' I ~~
a/k/a: (Assigned by Register)
a/k/a:
a/k/a: Social Security No: 172-01-5912
Date of Death: 02!20/2012 Age at Death: 94
Decedent was domiciled at death in Cumberland County, pA (State) with hislher last
principal residence at 806 Front Street, New Cumberland 17070 New Cumberland Cumberland
Street address, Post Office and Zip Code City, Township or Borough County
Decedent died at Claremont Nursing & Rehab Center Carlisle 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 $ 500.00
Ifnot domiciled in Pennsylvania ................ Personal property in Pennsylvania $
Ifnot domiciled in Pennsylvania ................ Personal property in County $
Value of real estate in Pennsylvania ................................................................... $ 90,000.00
~ TOTAL ESTIMATED VALUE $ 90,500.00
Real estate in Pennsylvania situated at 806 Front Street, New Cumberland 77070 New Cumberland Borough Cumberland
(Attach additional sheets, if necessary.)
Street address, Post Office and Zip Code City, Townshiip 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 11!1512010 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(8), 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 minoritate
If Administration, c.ta 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 proceedin 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 followin~e (if an~'~1nd hejpe7( ch
additional sheets, if necessary):"` ~3~ "~ ~~~
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Name Relationship Address ~ ~ Iv ~' ` `'~~?
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Form RW-02 rev. 10-11-2011 Copyright (c) 2011 form software only The Lackner Group, Inc. Page 1 of 2
Oath of Personal Representative ~_
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COMMONWEALTH OF PENNSYLVANIA } ~4
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COUNTY OF Cumberland }
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Petitioner(s) Printed Name Petitioner(s) Printed Address
George M. Estep J't. 1001 4th Street j py/
New Cumberland, PA 17070 Cii.Efll~ ~~
C}RPH~,N'S f,;~UFIT 717-884-1403
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The Petitioner(s) above-named swear(s) or affirm(s) the statements ' e foregoing Petiti n are true and correct to the best of the knowledge and
belief of Petitioner(s) and that, as Personal Representative(s) oft D dent, I~~tio will w II and truly administer the estate accord' g t law.
Sworn to or affirmed a d subscribed before ' ^~ / ~~ Date 3 2 Z
me day 1~ Date
By:
or he Register
Date
Date
BOND Required? ~ YES g NO
-
FEES: /
Letters .................................. ++~~ // ~~
........ $ AC. ~C./
( ~ )Short Certificate(s). ........ ~~ '~
( )Renunciation(s) ...... ........
( )Codicil(s) ................ ........
( )Affidavit(s) .............. ........
Bond .................................... .........
Commissio ......................... .........
Other ~ ) ~ ''-
Automation Fee ................... .........
JCS Fee ............................... ........ ~ 3 . Z5~-
TOTAL ................................. ........ $
To the Register of Wills:
Please enter my appearance by my signature below:
Attorney Sign re: ,!
1,
Printed Name: James D. Bo r
Supreme Court
ID Number: 19475
Firm Name: Bogar 8r Hipp Law Offices
Address: One West Main Street
Shiremanstown, PA 17011
Phone: (717)737-8761
Fax:
E-mail: jbogar~bogarlaw.com
DECREE OF THE REGISTER
Date of Death: 02/20/2012
Social Security No: 172-01-5912
Estate of Thelma A. Phillips File No: 21 ~ a ~
a/k/a:
AND NOW ~,~ ~ ~j I a- , in consideration of the foregoing Petition,
satisfactory proof having been presented before me, IT IS DECREED that Letters Testamentary
are hereby granted to George M. Estep
in the above estate and (if applicable) that the instrument(s) dated 11/15/2010
described in the Petition be admitted to probate and filed of record i~l1g last Will (and ~odjcil(s)) of Deceden(1n ,
R~~isferofWills ~~~r„II~Q~~ ( ~ n~ ~~orz
Form RW-02 rev. 10/1 12 0 1 1 Copyright c 2011 form software 1! h~
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OATH OF SUBSCRIBING WITNESS(ES) ~o
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REGISTER OF WILLS
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CUMBERLAND COUNTY, PENNSYLVANIA ~ ~ ~
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Estate of THELMA A. PHILLIPS
Harriet L. Reed and James Lee Reed
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Deceased
(each) a subscribing witness to
(Print Name/s)
the ®Will 0 Codicil(s) presented herewith, (each) being duly qualified according to law, depose(s) and
say(s) that she / he /they was /were present and saw the above Testator /Testatrix sign the same
and that she / he /they signed the same and that she / he /they signed as a witness at the request of
the Testator /Testatrix in her /his presence and in the presence of each other.
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(Signature) (i ature)
807 Front Street
(Street Address)
New Cumberland, PA 17070
(City, State, Zip)
Executed in Register's Office
Sworn to or affirmed and subscribed
before me this
day
of ,
Deputy for Register of Wills
807 Front Street
(Street Address)
New Cumberland, PA 17070
(City, State, Zip)
Executed out of Register's Office
Sworn to or affirmed and subscribed
before me this __(~~ day
of L' Y'G,fq~y 4~~02 .
i
Notary Public
My Commission Expires: l a ~la~~~
(Signature and Seal of Notary or other official qualified to
administer oaths. Sho~,v date of expiration of Notary's Commission.)
NOTE: To be taken by Officer authorized to administer oaths. Please have present the original or copy of instrument(s) at time of notarization.
Form RW-03 rev. 10.!3.06
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~iN e. lEN6El, NO~MrMIlIR
MY ~OMMI$$ION ~PI~ O~B~» ~
LOC ,F~yl)S. R"S CERTIFICATION OF DEATH
WAR ~ '~'.`1~"t~ iNi~~ duplicate this copy by photosi:at or photograph.
Fee for this certificate, $6.00 >~~ ~ ~ ~~~ ,a 2 ~~ ~.
CLERK OE
QRPHAf~!'S COURT
P 1816 0 5 7 6 CuM~F~..aN~ ~~" ~`
Certification Number
/~ TYPe/Print In
Permanent
Black Ink
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'T'his is to certify that the information here give
correctly copied from an original Certificate of D
duly filed with me as Local Registrar. The ori~
certificate will be forwarded to the State ~
R'.ecords Office for permanent filing.
af'' ~fE6
Local Registrar Date Issued
COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH VITAL RECORDS
CERTIFICATE OF DEATH _____ _.._ _._______
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1. Decedent's Legal Name (FIrs4 Middle, Lsst, Su
-~ 2. S 3. Social Security Number 4. Date of Death (MO/Day/Yr) (Spell Mo)
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6a. Age-Last Birthday (Yrs) Sb. Under 1 Vear Sc. Under 1 Da 6. Date f Birth (MO/D ay/Near) (Spell Month) - Birthplace (City and State or Foreign Country)
.
94 Months Days Hours Minutes -r- Williams ort PA
V ~-'~ /~ ~ ~ ~ ~7 ;'b. Birthplace (County) T~C['>'m i 11~
Ba. Residence (State or Foreign Country) 86. Resitlen a (Street and Number -Include Apt No.) Bc. Dtd Decedent Live in a Township?
Penns lvania 806 Front Street OYe:, decedent eyed In twp.
Sd. Residence (County)
Se. Residence (Zip Code) '~ 7 "]
No, decedent Ilved within limits ofNeW Cumberland aty/born.
9. Ever In US Armed Forces? 10. Marital Status at Tlme of Death Q Marrled $] Widowed 11. Su rvivtng Spouse's Name (If wife, give name prior [o first marriage)
Q Vas ~ No Q Unknown ~ Divorced Q Never Marrled ~ Unknown
12. Father's Nama (First, Midtlle, Last, Suffix) 13. Mother's Name Prior to First Marriage (First, Middlc, Last)
PYlilii Rei ser Marion Pu~-sel
14a. Informant's Name 14b. Relationship to Decedent 14c. Informant's Mailing Address (Street and Number, City, Stale, Zip Code)
0
Ro er A E Son
635 Rid a Road Lewisberr PA 1 7339
_
........................................... a. P ace O _ __ _
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1 eat on )/ one ..............................
If Death Occurred In a Hospital: `~ Inpatient p _
If Death Oc omewhere Other Than a Hospital: ~( Hospice Facility ~}` Decedent's Home
a 0 Emergency Room/OUtpatlent Q Oead on Arrival
t Nursing Home/Long-Term Care Facility Other (Specify)
e~ lSb. Facility Name (If not instltutlOn, give street and n her; 15c. CI[y or Town, Stale, and Zip Code 15tl. County of Death
Claremont Nursin & Rel-iab_ tr. Carlisle PA 170113 umb 1 nd
16a. Method of Dlspositlon ® Burial 0 Cremation 16b. Date of pisposlfion I6c. Place of Disposition (Name of cemetery, cr matory, o other place)
r
p Rempyalfrpmstate o Dpnacipn
Other (Specify) Feb _ 25, 20'1 2 Rolling Green Memorial
Park
~ 16d. Location of Dlspositlon (City or Town, State, and 2lp) 17 5 nature of
Fyygral Service Llc Person In Charg f I anent 17b. License Number
Camp Hill, PA "170'1'1 .
~~,~ _ O 0'12342-L
17c. Name and Complete Address of Funeral Facility
~ 18. Decedent's Education - Chedk the box that best describes the 19. cadent of Hispanic Origin -Check the 20. Decedent's Race -Check ONE O MORE ra s to Indicate what
~ highest degree or level of school completed at the Sime of death. box chat best describes whether the Decedent the decetlen[ considered himself or herself to be.
0 8th grade or less is Spanish/Hlspa nlc/Latlno. Check the "NO" $) White ~ Korean
0 No dl ploma, 9th - 12th gratle box If decedent Is not Spanish/Hispanic/Latino. ~ Black or African American ~ Vletna mere
~ High school graduate or GED completed ~ No, not Spanish/Hispanic/Latino ~ American Indian or Alaska Natve Q Other Asian
~ Some college credit, but n0 tlegree ~ Yes, Mexlca n, Mexican American, Chlca no Q Asian Indian 0 NaHVe Hawaiian
0 Associate tlegree (e.g. AA, AS) Q Yes, Puerto Rican ~ Chinese ~ Guamanian or Chamorro
Q Bachelor's degree (e.g. BA, AB, BS) Q Yes, Cuban ~ Filipino 0 Samoan
~ Master's degree (e.g. MA, MS, MEng, MEd, MSW, MBA) Q Yes, other Spanish/Hispanic/Latino ~ Japanese ~ Other Pacific Islander
Doctorate (e.g. PhD, EdD) or Professional degree (Specify) (] Other (Specify)
. MD DOS DVM LLIB 1D
21. Decedent's Single Race Self-besignation -Check ONLY ONE to indicate what [he decedent considered himself or herself to be. 22a. Decedent's Usual Occupation -Indicate type of work
White 0 Japanese ~ Samoan tlone Burin
g most of working life. DO NOT USE RETIRED.
Q Black orAlricanAmerican Q Korean ~ OtherPaclficlslander Accountant
Q American Indian or Alaska Native ~ Vietnamese Q Don'L Know/Not Sure
Q Asian Indian ~ Other Asian ~ Refused 226. Kind of Business/Industry
0 Chinese ~ Native Hawaiian 0 Other (Specify)
~ Filipino O Guamanian qr champrrp PA PYiarmaceutical Assoc
ITEMS 2 a - 3d MUST BE COM LETED 23a. Date Pronounced Dea Mo Day Vr 23
6.
Signatu re o Person Pronouncing Death (Only when app ice ble) 23c. License Number
BY PERSON WNO PRONOUNCES OR
CERTIFIES DEATH ,ql ~ d ~ Z
01 /
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23d. Date Signed (MO/Day/Vr) 24. Time of Death ~-
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~ ~ CJ! z. ~ 25. Was Medical Examiner or Coroner Contacted? ~ Ves No
CAUSE OF DEATH Approximate
26. P+rt 1. Enter the chain of a ants--diseases, injuries, o mplications--the[ directly caused the death. DO NOT enter terminal a enfs such a ardiac arrest Interval:
respiratory arrest, or ventricular fibrlllatlon without
S
h
owing the etiology. DO NOT ABBREVIATE. Enter only one cause on a line. Add additional lines tf necessary Onset to DeatF
t
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y
IMMEDIATE CAUSE ---------------> a. 7 \ Sn ~ r d ~1. ~~^ ~ -7 ~~~ A l~ ~ L~--
(Final disease or condition Due t0 (or as a consequence of):
resulting in death)
b.
Sequentially Ilsi conditions, Due to (or as a consequence of):
if any, leading to the cause
listed on Ilne a. Enter the
UNDERLYING CAUSE Due So (or as a cpnseq ue nce af):
~ (disease or Injury that
F Initiatetl the events resultin8 d.
In death) LAST. Due to (or as a consequence of):
26. Part 11. Enter other i nif ontri utin t but not resulting in the underlying cause given In Part: I 27. Wa autopsy pe
e7o1ned7
S
.
p Yes G1~hl
_ 28. Wer autopsy Flndings available
to c mplece the c of tleathT
p
a
y
yy Q NO
O Ves
-E 29. If Female:
@' Not pregnant within pas[ year 30. Did Tobacco Use Contribute to DeathT
0 Yes 0 Probabl 31. M) ner of Death
N
t
l
d
~
Q Pregnant at time of death y
~ No Q Unknown (~
a
ura
~ Homici
e
~ Accident Q Pending Investigation
~' 0 Not pregnant, but pregnant within 42 days of death 0 Suicide 0 Could not be determined
t-- 0 Not pregnant, but pregnant 43 days to 1 year before death 32. Date of Injury (MO/Day/Vr) (Spell Month)
Q Unknown if pregnant wi[htn the past year 33. Time of Injury
34. Place of Injury (e.g. home; construction site; farm; school) 35. Location of Injury (Street and Number, City, State, Zip Code)
36. Injury a[ Work 37. If Transportation Injury, Specify: 36. Describe How Injury Occurred:
0 Yes ~ Driver/Operator 0 Pedestrian
0 No 0 Passenger 0 Other (6peclfy)
39a. Certifier (Check only one):
0 S,e
r[Ifying physician - To the best of my knowledge, death o cu rred due to [he cause(s) and manner s[atetl
o
[j1/p ncing ga CeKIfYInB Physician - To the best of my knowledge, death occurred at the time, date, and place, end due to the cause(s) and m tad
~ Medical Examiner/
Coro
ner - On
t ~`j• ba~sisJ of exams tlon, and/or Inv tigation, in my opinion, deaat
h~ urred pt the time, dais, and place, and due to the se(
s )
and
tared
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Signature of certiner: RV\f C.LI/'
11~_ ~
~lt. Ll/(/L ~ Q Title of certifler~ tr ~
~L~ Lfcense Number: ~S ~ ~/V J 7~j
b. Name, f~ddress and Zip Code of Person Comp ring Cause of th (Item 26) 39c. Date Si ned ( /Day/Vr)
40. Registrar's District Number 41. Registrar s Signature yy~ 42. Registr FI a to Mo Oay
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43. Amendments
Dlspositlon Permit No. C./ VJ 7 C/ ~ ~ ~ H305-143
REV 07/2011
LAST WILL AND TESTAMENT
OF
THELMA A. PHILLIPS
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I, THELMA A. PHILLIPS, of New Cumberland, Cumberland
County, Pennsylvania, make, publish and declare this as and for
my Last Will and Testament, hereby revoking a]Ll other Wills and
Codicils heretofore made by me.
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FIRST: I give and bequeath the sum of $2,000.00 to my
son, PAUL N. ESTEP, provided that should he predecease me then I
direct that this bequest be and become a part of my residuary
estate to be distributed as set forth in Clau:~e SECOND
hereinbelow.
SECOND: I devise and bequeath all the rest, residue
and remainder of my estate of whatever nature and wherever
situate, including any property over which I hold power of
appointment and together with any insurance policies thereon, in
equal shares, to my following specifically named children, ROGER
A. ESTEP, DONNA A. McGARRY, MARY ELIZABETH BAIR, GEORGE M. ESTEP
and DAVID L. ESTEP, provided that should any of my children
predecease me, I give and bequeath such child's share unto his or
her issue per stirpes by representation, and .Lf there be a
failure of same, then I give and bequeath such deceased child's
share to my surviving children as provided herein.
THIRD: I acknowledge that I have a granddaughter,
SAMANTHA N. ESTEP, daughter of my deceased son, CHARLES P. ESTEP.
I am making no provision in this, my Last Will and Testament, for
SAMANTHA N. ESTEP.
FOURTH: In addition to all powers granted to them by
law and by other provisions of this Will, I give the fiduciaries
acting hereunder the following powers, applicable to all proper-
ty, exercisable without court approval and effective until actual
distribution of all property:
~ ~ •~
(A) To sell at public or private sale, or to lease,
for any period of time, any real or personal property and to give
options for sales, exchanges or leases, for such prices and upon
such terms (including credit, with or without security) or
conditions as are deemed proper. This includes the power to give
legally sufficient instruments for transfer oi: the property and
to receive the proceeds of any disposition of it.
(B) To partition, subdivide, or improve real estate
and to enter into agreements concerning the partition, subdivi-
sion, improvement, zoning or management of real estate and to
impose or extinguish restrictions on real estate.
(C) To compromise any claim or controversy and to
abandon any property which is of little or no value.
(D) To invest in all forms of property, including
stocks, common trust funds and mortgage investment funds, without
restriction to investments authorized for Pennsylvania fiduci-
aries, as are deemed proper, without regard to any principle of
diversification, risk or productivity.
(E) To exercise any option, right or privilege granted
in insurance policies or in other investments.
(F) To exercise any election or privilege given by the
Federal and other tax laws, including, but not; necessarily being
_ ~ limited to, personal income, gift and estate or inheritance tax
~~_ laws.
(G) To make distributions to my herein named benefici-
aries in cash or in kind or partly in each.
(H) To borrow money from themselve:~ or others in order
to pay debts, taxes, or estate or trust administration expenses,
to protect or improve any property held under my will, and for
investment purposes.
(I) To select a mode of payment under any qualified
retirement plan (pension plan, profit sharing plan, employee
2
stock ownership plan, or any other type of qualified plan) to the
extent the plan or the law permits them to do so, and to exercise
any other rights which they may have under the' plan, in whatever
manner they consider advisable.
FIFTH: I direct that all inheritan<:e, estate, trans-
fer, succession and death taxes, of any kind whatsoever, which
may be payable by reason of my death, whether or not with respect
to property passing under this Will, shall be paid out of the
principal of my residuary estate.
SIXTH: I nominate and appoint GEORGE M. ESTEP, Execu-
tor of this, my Last Will and Testament. In t=he event of the
death, resignation or inability to serve for any reason whatso-
ever of the said GEORGE M. ESTEP, I nominate and appoint DONNA A.
McGARRY and MARY ELIZABETH BAIR, Co-ExecutrixE~s of this, my Last
Will and Testament. I direct that my Executor_ or Co-Executrixes,
as the case may be, and their successors, shall not be required
to post security or a bond for the performancE~ of their duties in
any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and
seal to this, my Last Will and Testament, thi:~ ~/~ r day of
2010.
~-` ~o ~
THELMA A. PHILLIPS
3
( SEAL )
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Signed, sealed, published and declared by the above-
named Testatrix as and for her Last Will and 'Pestament in our
presence, who, at her request, in her presence and in the
presence of each other, have hereunto subscribed our names as
attesting witnesses.
Address
Address
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