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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~ "~ ~~~ _; __~ Name Relationship Address ~ ~ Iv ~' ` `'~~? :7~~ ' t ~~ ~ , ~' ~: --,-~ ~ ~_--~ ~~~ ~ ~T r 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 ~_ ~ . COMMONWEALTH OF PENNSYLVANIA } ~4 } SS: COUNTY OF Cumberland } .z ; ; - - r• icial Use Only _li `_...., _ i 1... ,,;. , ~ ~ ' ,~. °'"I ~C, f 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 vJ ~- 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~ O y The Lackner Grou OATH OF SUBSCRIBING WITNESS(ES) ~o ~~n REGISTER OF WILLS %~ .~ ~ ~ ~'~ CUMBERLAND COUNTY, PENNSYLVANIA ~ ~ ~ ~ ;j~ -,-, --, Estate of THELMA A. PHILLIPS Harriet L. Reed and James Lee Reed ~ ,..-J ~~ Ts- a ~ ~ ~ - ~3 ! ~z~~ N .. _:. <: - -; cb r' - m ~~ 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. cf~.z~ (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 P ~, ~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 ~I '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 _____ _.._ _._______ ffj ~) 1. Decedent's Legal Name (FIrs4 Middle, Lsst, Su -~ 2. S 3. Social Security Number 4. Date of Death (MO/Day/Yr) (Spell Mo) ~ - ~ 7 / rl ~ Yl < ~/ S 1- L ~Z o~ '~O < ~ cS ~I c^ ca c r• U O 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 _ __ _ _ 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 / ~ I / / _ ~ ~ // ~ f,U p Y -T ~° L •l 23d. Date Signed (MO/Day/Vr) 24. Time of Death ~- ,~ ~z -7 G ~ ~ 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 ~J 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 e ~ c ` /~ ' /~/ ~ ry r r 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 r ~!-a /~ ~ C e.2/~2i~~oi~ 43. Amendments Dlspositlon Permit No. C./ VJ 7 C/ ~ ~ ~ H305-143 REV 07/2011 LAST WILL AND TESTAMENT OF THELMA A. PHILLIPS ~_ ~~~ ~~rn a~~ 70 ~~ v ~-~ 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. ,, r~ ~ rv ... ~"1 1'T ~.. ~ ~ :- :~~ f V ~., ~ r; ~; _: ~ --, "~'° -~'~ ~J rn~ ..._ 'n ~ 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 ) L-- r .' ~ 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 4