HomeMy WebLinkAbout03-27-12PETITION 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 request(s) the grant of Letters in the appropriate form:
Decedent's Information ~~ / i ~ `!/ •~.-
Name: Margaret L. Bal~og File No• I ~J 7
a/k/a: Margaret Louise Balog (,Assigned by Register)
a/k/a:
Date of Death: 12/10/2011 Age at death: 90
Decedent was domiciled at death in Cumberland County, Pennsylvania (State) with his/her last
principal residence at 100 Mount Allen Drive Upper Allen Township Cumberland
Street address, Post O(fice andlip Corte City,'1'ownship or Borough County
Decedent died at
Street address, Post Office xnd %ip Code City,'I'ownship or Borough County State
Estimate of value of decedent's property at death:
/fr/Doric/!ed /n Penns(•/vnnta ................................ All personal properly $ 50,000.00
/font r/nn:/c//ed in Penn}'/vunin ............................. Personal property in Pennsylvania $
/f not door/c•i/ed /u Pennsf•/rum/u ............................. Personal property in County $
L i~/ue of reu! estate in Pennsplvnniu .............................................................. $
TOTAL ESTIMATED VALl1E.... $ SO,000.OO
Real estate in Pennsylvania situated aL
l.tUach nddiknnrrl sheets', it nr•ces.corr.l Street address, Post Office and "/,ip Code Cify,'I'ownship or Borough County
® A. Petition for Probate and Grant of Letters Testamentary
Petitioner(s) aver(s) he/she/they is/arc the Executor(s) named in the last Will of the Decedent, dated 3/29/2005 and Codicil(s)
thereto dated
State relevxnf circumstances (e.g. renunc/rrlinn. den/h oJ'erecurnr, etc.)
Except as lollows: alter' the execution of the inshument(s1 oflered for probate Decedent did not ntan•y, was not divorced, wa~t a patsy to a ~uding
divorce proceeding wherein the grounds lin~ divorce had been established as defined in 23 Pa. C.S. $ 3323(8), and did not hatttLj/-~rld txa-n or...;
adopted; and Decedent was neither the victim ofa killing nor ever adjudicated an incapacitated person. ~~ ^~ :~
® NO EXCEPTIONS ^ EXCEPTIONS C7 ~~
^ B. Petition for Grant of Letters of Administration (u'applicable) ~ ~~ v ' ~ r,
c.Ln.. d.b.n., d.b.n.c.l.n.. pendc~nlclile, dmruue uH.+?~~.~rnnle~uutlale,ty ~;
_ - - r,
If Administration, c. t. u. or c! b.rr.c.t.cr., enter date of Will in Section A above and com lete list o its. ~ ~ ~~
2} ~ iy-~-
Except as Ibllows: Decedent was not a party to a pending divorce proceeding wherein the grounds lilt divorce had been established as dctrta<:d ~~ Q
in 23 Pa. C.S. ~ 3323(8) and was neither the victim of a killin8 nor ever adjudicated an incapacitated person. CT1 'n
^ 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
uddiliunulshcels. ijncces.cuny:
Name
Gregory Burch
Phyllis Slonac
Helen Burch
Georgina Dickson
FormRt{'-02 rcr. 111111/211/l
Relationship Address
P.O. Box 627
Nephew Charles Town
P.O. Box 79
Niece St. Michael
P.O. Box 627
Sister Charles Town
15 Meadowbrook Drive
Niece Kingston
WV 25414
PA 15951
WV 25414
NY 12401
Page 1 of 2
Continuation of Petition for Grant of Letters
Margaret L. Balog
Decedent Name 175188654
Page 1 Social Security Number
Surviving Heirs
Name Relationship Address
Kailey Verbicky 424 Naugle Drive
Great GrandNiece Johnstown
. PA 15904
Elsie Bernadini 923 Kenne Street
.Niece ,East Syracuse NY 13057
Nicholas Slonac .2122 Canterbury Drive
Great GrandNeph Mechanicsburg
St. Peter & Paul Orthodox Church
141 Hoffman Farm Road PA 17055
None Windber PA 15963
St. Peter & Paul Orthodox Cemetery Non 141 Hoffman Farm Road
e Windber PA 15963
Christ the Savior Orthodox Seminary None 225 Chandler Avenue
.Johnstown PA 15906
Holy Apostles Orthodox Mission
Non 5006 E. Trendle Road, Suite 101
;
e ;Mechanicsburg PA 17050
Christ the Savior Orthodox Church
Non 5501 Locust Lane
e ,Harrisburg PA 17109
Windber Library 1909 Graham Avenue
None Windber PA 15963
Community Nursing Program School of Nursing of University of Pittsburgh
.None 3500 Victoria Street, Pittsburgh PA 15261
University of Pittsburgh at Johnstown
None 450 Schoolhouse Road
.Johnstown PA 15904
Orthodox Monastery of Transfiguration None 321 Monestary Lane
;Ellwood City PA 16117
Nicholas Gantner 1522 Lucas Avenue Ext.
Great Grand Neph Cotterkill
NY
12419
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Form RW'-01 rer. lOill/211/!
egister o s ~ ~ (/L `'' ~
Pabe 2 of 2
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Hfos.ifz REV. gyros WARNING: IT IS ILLEGAL TO ALTER THIS COPY OR
IFEEFORrHis TO DUPLICATE BY PHOTOSTAT OR PHOTOGRAPH.
CERTIFICATE $6 00)
COMMONWEALTH OF PENNSYLVANIA' ,r' ~ r~Lr I,J~ Of
DEAARTMENT OF HEALTH VITAL RECORpS f'l~l.+~.~1``~~,[.,[_~ ~ ~!'i' ~~
LOCAL REGISTRAR'S CERTIFICATION OF DEATH '~~~"``' ~' -•~ ,1~~1 ~ ~
. ~~~
~~~~ f"~r~~ 27 Pfd ~~~ ~ 7
CLERK QF
cERr. No. T6 3 8 8 3 3 oRp~c~s cou~r
r Date of Issue of This Certification
Name of Deeedent _ ~ „~,
Fust _'
_ _--. Middle
Sex (~, OJ1Mi ~s Last
Social Security No. S y Date of Death ~~ D ~~-
,...~.v~ 1 o y_clO
Date of Birth ~~ I 8i'rthplace_9l.~sa -~~
Place of Death _
Fac I ty Name 11/VItJo Q
~o~nty ~~~~ Z'.cun Pennsylvarna
ty Borough or Township --~
:Race OccupatFOn __(~~~
Armed Forces? (Yes or No) ~:¢..~
Decedent's
Marital Status~•.~.~~~--~ N,m,i,E
Mailing Address n ~ ?
StreeF '..City or Town
State
informant .~ ,_, Funeral Director.. ,
Name and Addres~ _ ~~~
Funeral Establishment 9~t1~4 b~,.., eD ~ N i t~,4 ~ ~q ~ 3
:Part 1: ' Immediate Cause Interval Between
~ Onset. and Death
(a) _ 1, 01: _'~e.:_~~ sD .rte o
(b) -
t
(c) - - ;
-----__-
(d) - -
Part.Il: Other Significant Conditions
~•10-4M~ ~w'AIU~- i
Manner of Death Describe how injury occurred:
Natural. ' ~I Homicide
Accident ^ Pending Investigation- ' ^ ~~
Suicide ^ Could not bie Determined ^
Name and Title of Certifier- ~ ~/~
R V~ QLY
Address -.]~4_ .,~ f' ~,Q~.. ~ ~~ ~ ,p~ (M.D., D.O., Coroner, Nt.E.j
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This is to certify that the i<nformation here given is correctly copied from:..an original certificate
of death duly filed with. me as <Local Registrar. The original certificate will be :forwarded to the
'State Vital Records Office for permanent filing.
Di .trier No.
-~ '- ~, ,~ ad ~, 3o s d.~
Date Received by Local Registr r ' ~ ~ ~~ - ~ ,
Street Address
Ciry, Borough, Township
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MARGARET LOUISE BALOG ~~
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I, MARGARET LOUISE BALOG, of Camp Hill, Cumberland County , P$nnsylvania; `~
being of sound and disposing mind, memory and understanding, do make, publish and declare
this to be my Last Will and Testament, hereby revoking and making void all previous Wills and
Codicils heretofore made by me.
FIRST
IDENTITY OF TESTATRIX'S FAMILY
I declare that I am not now married. I have no children.
SECOND
PROPERTY BEING DISPOSED
It is my intention by this Will to dispose of all the property which I may own.
THIRD
BURIAL INSTUCTIONS
It is my desire that a funeral and burial consistent with my economic status in life be
conducted as soon as may be practicable following my death and that my remains be buried at
the SS. Peter and'' Paul Orthodox Church Cemetery in Windber, Pennsylvania, in the Balog
family plot. In m~ distribution, I have included a percentage bequest to the church for perpetual
maintenance of the Balog grave site. It is my desire that my personal representatives ensure that
Page 1 of 10
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any special needs to my family headstones and plot, including, but not limited to, repair of
sinking, erosion, topsoil replacement and the like, shall be performed as a continuing condition
to the acceptance of the bequest by the church. I further direct my personal representatives to
contact the William Kisiel Funeral Home presently located at 1015 Graham Avenue, Windber,
Pennsylvania, as I have previously made arrangements with that funeral home for my burial.
FO-
DISPOSITION OF ESTATE
Payment of Obligations
I direct that my executor pay the cost of my funeral services and all debts which I am
legally obligated tq pay whether owing at the time of my death or pursuant to my final medical
care. I further direct my executors to pay the costs for purchase and erection of a suitable grave
monument with inscription thereon and a burial plot with perpetual care as a final resting place
for me if same shall not already been purchased.
Disposition
I give, devise and bequeath the following property with all insurance proceeds thereon as
follows:
1. To my nephew, Gregory Burch, I give and bequeath the following:
a) Oriental art and lamps he gave me as gifts;
b) China and silverware and other art work: Egyptian; Mexican; Greek; and
Chinese;
c) Furniture of his choice;
d) Crystal from Czechoslovakia;
e) Music boxes;
f) German Tankards;
g) Hummel and Llardo figurines;
h) Crystal art works and linens.
~~
Page 2 of 10
2. To my niece, Phyllis (Blazosky) Slonac, I give and bequeath the second choice of
items not selected by Gregory Burch.
3. To the Windber Library, Windber, Pennsylvania:
a) Choice of any art books in my personal library;
b) Selection of any books in my personal library.
4. Any articles that the aforementioned do not want shall be first offered to any of
the' other beneficiaries. Any articles that shall remain shall be sold and the
proceeds thereof added to my residual estate. In the event that I do not possess
any of the above-referenced property at the time of my death, my estate shall not
be c-bligated to obtain these items and those bequests shall lapse.
Residual Estate
I give, devise and bequeath the rest, residue and remainder of my estate, together with all
insurance proceeds' thereon of whatsoever nature and wheresoever situate as follows:
NA1~r1E PERCENT
1. Helm (Balog) Burch (Sister) Four (4%) Percent
Charles Town, West Virginia
2. Gregory Burch (Nephew) Twenty (20%) Percent
Charles Town, West Virginia
3. Georgina (Gantner) Dickson Niece
( ) Two (2%) Percent
Kingston, New York
4. Nicholas Gantner (Nephew) One (1 %) Percent
Cott~rkill, New York
5. Phyllis (Blazosky) Slonac (Niece) Ten (10%) Percent
St. Michael, Pennsylvania
fi. Kailey Verbicky (Great-grand niece) Three (3%) Percent
Johnsltown, Pennsylvania
Page 3 of 10
7. Erie (Chinchar) Bernadini (Niece)
Syracuse, New York Three (3%) Percent
8. Nicholas Slonac (Great-grand nephew) Three (3%) Percent
Mechanicsburg, Pennsylvania
9. St. Peter and Paul Orthodox Church
14 ~ Hoffman Farm Road Fifteen (15%) Percent
Wi~dber, Pennsylvania
(Nate: To be paid in first 3 yearly increments)
10. St. Peter and Paul Orthodox Cemetery Two (2%) Percent
141 Hoffman Farm Road
Wi~dber, Pennsylvania
(Note: for the perpetual care of the Balog family plot)
11. Christ the Savior Orthodox Seminary Ten (10%) Percent
Johnstown, Pennsylvania
12. Holy Apostles Orthodox Mission Seven (7%) Percent
Mechanicsburg, Pennsylvania
13. Christ the Savior Orthodox Church Four {4%) Percent
Harrlisburg, Pennsylvania
14. Winliber Library
Win~iber, Pennsylvania Five (5%) Percent
15. Comimunity Nursing program
School of Nursing of the Universit
of Pitt
b
h Five (5%) Percent
y
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urg
Pittsburgh, Pennsylvania
16. University of Pittsburgh at Johnstown Five (5%) Percent
Johnstown, Pennsylvania
17. The Orthodox Monastery of Transfiguration One (1 %) Percent
Ellwood City, Pennsylvania
I hereby dirlect my Executors to sell or liquidate all of my personal property not
bequeathed in Paragraph Fourth herein adding the proceeds to my residuary estate, to be
disposed according tm Paragraph Fifth herein.
Page 4 of 10 ~~
FIFTH
In the event that my nephew, Gregory Burch, of Charles Town, West Virginia,
predeceases me, or dies on or before the Thirtieth (30`h) day following my death, one-half (1/2)
of his share shall pass to his mother, Helen Burch, and the other one-half (1/2) will be distributed
to the surviving residual heirs, on a pro-rated basis, according to each surviving residual heir's
percentage of my residual estate. In the event that both Gregory Burch and his mother, Helen
Burch, predecease me, then share that would have gone to Gregory Burch shall be distributed to
the surviving residual heirs on a pro-rated basis according to each surviving residual heir's
percentage of my residual estate. Should any of my other beneficiaries predecease me, or die on
or before the Thirtieth (30`h) day following my death, that individual's portion of my estate shall
pass per stirpes.
SI-
GENERAL
Effect of Inoperative, Invalid or Illegal Provision
If any provision of this will, or of any codicil thereto, is held to be inoperative, invalid or
illegal, it is my intention that all of the remaining provisions thereof, shall continue to be fully
operative and effecCive so far as is possible and reasonable.
Hea-
The headings above the various provisions of this will have been included only in order
to make it easier tp locate the subject covered by each provision and are not to be used in
construing this will pr in ascertaining my intentions.
Page 5 of 10
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SEVENTH
CO-EXECUTORS
Appointment
I appoint my niece, Phyllis Slonac, of St. Michael, Pennsylvania, and my nephew,
Gregory Burch, of Charles Town, West Virginia, or the survivor of them, as Co-Executors of
this, my Last Wi1T~ and Testament. In the event that either or both of them should predecease me,
then I nominate at~d appoint my sister, Helen (Balog) Burch of Charles Town, West Virginia, as
my Executrix in their place and stead.
Bond
No bond or other security shall be required of any Executor appointed in this Will.
Powers
My Co-Executors shall have, in addition to and not in limitation of, the powers given by
law or any other pjrovisions of this Will, the following powers with respect to the settlement of
my estate, to be eixercised in each case from time to time in the discretion of my Executor
without further order or license of the Register of Wills or of any court:
(a) To retain all property received including the stock of any corporate fiduciary
acting hereunder, provided such property remains productive.
(b) To join in any corporation, partnership, recapitalization, merger, reorganization or
voting trust plan; to delegate authority with respect thereto; to deposit investments under
agreements and pay assessments; and generally to exercise all rights of investors, including but
not limited to, the voting of shares.
(c) To manage, operate, repair, improve, mortgage or lease on any terms any real
estate held or owned by my estate.
(d) To operate any business that I may own at my death.
Page 6 of 10
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(e) To invest any funds of my estate in any stocks, bonds, notes or other securities or
property, real or personal, without regard to the principle of diversification or any other statute or
general rule of law in their absolute discretion, it being my intention to give my personal
representatives tl~e broadest investment powers possible, providing such investments do not
unnecessarily prevent the prompt settlement of my estate.
(f) To sell or otherwise dispose of any property, real or personal, tangible or
intangible, at any time forming a part of my estate in any manner and on such terms and
conditions as my personal representatives shall see fit in their absolute discretion.
(g) To',borrow money for the payment of taxes or for any other proper purposes in the
administration of my estate, and to mortgage or pledge estate assets as security.
(h) To compromise claims without court approval including, but not limited to, any
controversies with the United States of America or the Commonwealth of Pennsylvania
concerning estate sand inheritance taxes on any interests that may pass under this my Last Will
and Testament.
(i) To distribute in cash or in kind upon any division or distribution of my estate.
(j) To .undertake any and all acts deemed necessary and proper by my personal
representatives fore. the proper, advantageous and prompt management of the settlement of my
estate.
(k) In general, to exercise all powers in the management of my estate which any
individual could exercise in the management of similar property owned in his own right, upon
such terms and conditions as to them may seem best and to execute and deliver all instruments
and to do all acts wlhich they deem necessary or proper to carry out the purposes of this, my Last
Will and Testamenti.
Page7of10 ~ri2
EIGHTH
No interest of any beneficiary of my estate, either in income or in principal, shall be
subject to anticipation or pledge, assignment, sale or transfer in any manner, nor shall any
beneficiary have ',the power in any manner to charge or encumber his or her interest either in
income or principal, nor shall the interest of any beneficiary be liable or subject in any manner
while in the possejssion of my personal representatives for the liability of such beneficiary.
IN TESTIMONY WHEREOF, I, MARGARET LOUISE BALOG, hereby set my
hand to this, my Last Will and Testament, each page of which has been initialed by me, on this
29th day of March,2005, at Mechanicsburg, Pennsylvania.
WITNESSES:
r
M GARET LOUISE BALOG
Page 8 of 10
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ACKNOWLEDGEMENT
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF C>~JMBERLAND .
SS.
I, MARGARET LOUISE BALOG, the testatrix whose name is signed to the attached
or foregoing instruument, having been duly qualified according to law, do hereby acknowledge
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 for the purposes therein expressed.
~~~'
MARG ET LOUISE BALD
Sworn or affirmed and acknowledged before me by MARGARET LOUISE BALOG,
/~ ~
the testatrix this~(~ day of March, 2005.
NOT Y PUBLIC
NOTARIA SL tcAt.
~~I11~t3oroRC m'beria~nd County
My Commission Expires pct. 8~, 2006
Page 9 of 10
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AFFIDAVIT
COMMONWE~LTII OF PENNSYLVANIA
SS.
COUNTY OF C~JMBERLAND
WE, ~`-~ P ~" d w ~ • C. l ~ t ~( {-~ and ~(,~~ ~-~ ~~ ~ ,the
witnesses whose names are attached to the foregoing document, being duly qualified according
to law, do depose and say that we were present and saw MARGARET LOUISE BALOG sign
and execute the instrument as her Last Will and Testament; that she signed willingly and that she
executed it as here, free and voluntary act for the purposes therein expressed; that each subscribing
witness in the hearing and sight of the testatrix signed the Last Will and Testament as witnessed
and that to the best of our knowledge the testatrix was at the time 18 or more years of age, of
sound mind and under no constraint or undue influence.
Sworn or I affirmed and subscribed before me by I~ I ~L~ 1't~: ~ d ~~C~'~"~ and
~~h
~. ~. this day of March, 2005.
NOT Y PUBLIC
NOTARIAL BF.AL
Page 10 of 10 etephanis kt. Rfdsr, Notary PubNo
Camp Hlif Boro, Cumberland County
MY Commission Enpirss Od. St ~ 2005