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PETITION 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_' n v O~~
Name: Nancie Sue Dobish File No: ~(,
a/k/a: Nancie S. Dobish (Assigned by Register)
a/k/a:
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Date of Death: March 9, 2012 Age at death: 74
Decedent was domiciled at death in Cumberland County, pennsylvania (stare) with his/her last
principal residence at 6395 Stephens Crossine. Mechanicsburs, Hampden Cumberland
Street address, Post Office and Zip Code City, Township or Borough County
Decedent died at Carolyn Croxton Slain Residence 1701 Lin¢lestown Road, Susquehanna Township Dauphin 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 $ 1,000.00
If not domiciled in Pennsylvania ........................ Personal property in Pennsylvania $
If not domiciled in Pennsylvania ........................ Personal property in County $
Value of real estate in Pennsylvania ......................................................... $ 175,bnn_00
TOTAL ESTIMATED VALUE.... $ 176,000.00
Real estate in Pennsylvania situated at: 6395 Stephens Crossing, Mechanicsburg, 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) he/she/they is/are the Executor(s) named in the last Will of the Decedent, dated October 14, 2 011 and Codicil(s)
thereto dated
State relevant circumstances (eg. 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 parry 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., pendente lite, durante absentia, durante minoritate
If Administration, c.t.a. or db.n.c.ta., enter date of Will in Section A above and complete list of heirs.
Except as follows: Decedent 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 was neither the victim of a killing nor ever adjudicated an incapacitated person.
® NO EXCEPTIONS ~ EXCEPTIONS
Petitioner(s), after a proper search has/have ascertained that Decedent left no W ill and was survived by the following spouse (if any) and heirs (attach
additional sheets, if necessary):
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Name Relationshi Address
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Form RW-02 rev. ioiuizon Page 1 of 2
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Oath of Personal Representative
COMMONWEALTH OF PENNSYLVANIA }
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COUNTY OF Cumberland
Official Use Only
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Petitioner(s) Printed Name Petitioner(s) Printed Address '~ 'n =
Lisa R. Philli s ~ :=
509 S. 4th Street Bellevue Idaho 83313 208-788-9475• X120-744
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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 Deceden he Petitioner(s) will well and truly administer the estate according to law.
Sworn t o a,,f,,f}~ed a subsc ibed before ~~` Date
me this /Hay of /' ~ Date
By: Date
r t Register Date
BOND Required: ®YES Q NO To the Register of Wills:
FEES: Please enter my appearance by my signature below:
Letters ..................... .
( 5) Short Certificate(s)..... .
( )Renunciation(s)........ .
( )Codicil(s) ............ .
( )Affidavit(s)........... .
Bond ........................
Commission ................. .
•Ob
Oh r ........
Automation Fee ...............
JCS Fee ..................... D
TOTAL ..................... $ '$'66"~
Attorney Signature:
Printed Name:
Supreme Court
ID Number:
Firm Name:
Address:
3~.,~0
DECREE OF THE REGISTER
Estate of Nancie Sue Dobish File No: ~~ //~. L~~~
a/k/a:
AND NOW, ~Q/'GIL.. ~. Dl r, in consideration of the foregoing Petition,
satisfactory proof having been presented before me, IT IS DECREED that Letters Testamentary
are hereby granted to Lisa R. Phillips
in the above estate and (if applicable) that
the instrument(s) dated October 14, 2012
described in the Petition be admitted to probate and filed of record as the last Vyill (and Codicil(s)Z,of Decedent.
FormRW-02 rev. /0//1/201/
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Last Will and Testament
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NANCIE SUE DOBISH
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I, NANCIE SUE DOBISH, of Mechanicsburg, Cumberland County, Pennsylvania, do make,
publish and declare this to be my Last Will and Testament, hereby revoking all Wills and Codicils by
me heretofore made.
ITEM I: Family Information. I am a widow. I have two children: Lisa R. Phillips
(born May 22, 1959) and Hans C. Phillips (born February 2, 1961). My children are referred to in
this Will as my children or as a child of mine. Any person born to or adopted by a child of mine is
referenced in this Will as my issue. Provided, however, no adopted person shall benefit under this
Will unless the order or decree of adoption is entered before the adopted person attains the age of
twenty-one (21) years.
ITEM II: Death Taxes. I direct that all inheritance and estate taxes becoming due by
reason of my death, whether payable by my estate or by any recipient of any property, shall be paid
by the Executor out of the residue of my estate, as an expense and cost of administration of my
estate, except that no taxes shall be charged against any gift qualifying for the marital or charitable
deduction in my estate. The Executor shall have no duty or obligation to obtain reimbursement for
any such tax so paid, even though on proceeds of insurance or other property not passing under this
Will.
ITEM III: Debts and Final Ex ep nses. I direct the Executor to pay the expenses of my last
illness and funeral expenses from the residue of my estate as an expense and cost of administration
of my estate.
ITEM IV: Tangible Personal Property. If I die before my children Lisa R. Phillips and
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Hans C. Phillips, or the survivor of them, I give to them all my tangible personal property, including
but not limited to, all of my household furniture and furnishings, books, pictures, jewelry, silverware,
automobiles, wearing apparel and all other articles of household or personal use or adornment and all
policies of insurance thereon in equal shares, per capita. If I do not die before Lisa R. Phillips and
Hans C. Phillips, I may leave a written list in my safe deposit box or elsewhere disposing of certain
items of my tangible personal property. The Executor shall dispose of items of my tangible personal
property as specified in the written list. If no written list is found in my safe deposit box or
elsewhere and properly identified by the Executor within thirty (30) days after the probate of my
Will, it shall be presumed that there is no other statement or list. Any subsequently discovered list
shall be ignored.
ITEM V: Residue. I give the residue of my estate, not disposed of in the preceding
portions of this Will, to my children, Lisa R. Phillips and Hans C. Phillips, in equal shares, per
stirpes.
ITEM VI: Administrative Powers. In addition to the powers granted at law, the Executor
and the Trustee shall possess the following powers, each of which shall be construed broadly and
may be exercised without court approval, but in a fiduciary capacity only:
A. To retain any investments I have at my death, including specifically
those consisting of stock of any bank even if I have named that bank as the Executor.
B. To vary investments, to make loans, and to invest in bonds, stocks,
notes, real estate mortgages or other securities or in other property, real or personal,
without being restricted to so-called "legal investments", and without being limited
by any statute or rule of law regarding investments by fiduciaries.
C. The Executor is authorized to divide and distribute personal property
and real property, partly or wholly in kind, and to allocate specific assets among
beneficiaries so long as the total market value of each share is not affected by the
division, distribution or allocation in kind. The Executor is authorized to make, join
in and consummate partitions of lands, voluntarily or involuntarily, including giving
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of mutual deeds, or other obligations, with as wide powers as an individual owner in
fee simple.
D. To sell either at public or private sale real and personal property
severally or in conjunction with other persons, and to consummate sale(s) by deed(s)
or other instrument(s) to the purchaser(s), conveying a fee simple title.. No purchaser
• shall be obligated to see to the application of the purchase money or to make inquiry
into the validity of any sale(s). The Executor is authorized to execute, acknowledge
and deliver deeds, assignments, options or other writings as necessary or convenient
to any of the power conferred upon the Executor.
E. To mortgage real estate, and to make leases of real estate.
F. To borrow money from any person, including the Executor, to pay
indebtedness of mine or of my estate, expenses of administration or inheritance,
legacy, estate and other taxes, and to assign and pledge assets of my estate
established by this Will.
G. To pay all costs, taxes, expenses and charges in connection with the
administration of my estate established under this Will.
H. To make distributions of income and of principal to the proper
beneficiaries, during the administration of my estate, with or without court 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 established
under this Will, and to exercise all the powers incident to the ownership of stock.
J. To unite with other owners of property similar to property in my estate
to carry out plans for the reorganization of any company whose securities form a part
of my estate.
K. To disclaim any interest in property which would devolve to me or my
estate by whatever means, including but not limited to the following means: as
beneficiary under a will, as an appointee under the exercise of a power of
appointment, as a person entitled to take by intestacy, as a donee of an inter vivos
transfer, and as a donee under athird-party beneficiary contract.
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L. To prepare, execute and file tax returns of any type required by
applicable law, including but not limited to filing a joint tax return with my surviving
spouse, 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 deems appropriate, and to compensate
these persons from assets of my estate or trust, without affecting the compensation to
which the Executor is entitled.
N. To allocate administrative expenses to income or to principal, as the
Executor deems appropriate. However, no allocation to income shall be made if the
effect of the allocation is to cause a reduction in the amount of any estate tax marital
deduction or estate tax charitable deduction.
O. To make any adj ustment to basis authorized by law, including, but not
limited to increasing the basis of any property included in my estate, whether or not
passing under this Will, by allocating any amount by which the bases of assets may
be increased. The Executor shall be under no duty and shall not be required to
allocate basis increase exclusively, primarily, or at all to assets which pass as part of
my probate estate as opposed to other property for which a basis adjustment is
allowable. The Executor shall allocate basis increase equitably among those
beneficiaries receiving property as a result of my death, but shall not be liable to any
person, nor subject to removal or surcharge, for any reasonable allocation of basis
increase.
P. To compromise claims.
To do all other acts in his or her judgment necessary or desirable for the proper and
advantageous management, investment and distribution of the estate established under this Will.
ITEM VII: Distributions to or for Beneficiaries. The Executor is authorized to distribute
principal and/or income in any one or more of the following ways if the Executor considers the
beneficiary unable to apply distributions to the beneficiary's own best interests, or if the beneficiary
is under a legal disability:
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A. Directly to the beneficiary;
B. To the legal guardian or conservator of such beneficiary;
C. To a Trustee, as custodian under the Pennsylvania Uniform Transfers
to Minors Act as to a beneficiary under the age of twenty-five (25) years;
D. To a relative of the beneficiary, to be expended by that relative for the
benefit of the beneficiary; or
E. By directly applying distributions for the benefit of the beneficiary.
ITEM VIII: Survival. Any person who has died within thirty (30) days after my death, or
under such circumstances that the order of our deaths cannot be established by proof, shall be
deemed to have predeceased me. Any person (other than myself) who has died at the same time as
any beneficiary under this Will, or in a common disaster with that beneficiary, or under such
circumstances that the order of deaths cannot be established by proof, shall be deemed to have
predeceased that beneficiary.
ITEM IX: Executors and Trustees. I make the following provisions with respect to my
Executors and Trustees:
A. I appoint my daughter, Lisa R. Phillips, to be the Executrix of my
Estate. In the event that my daughter, Lisa R. Phillips, is unable or refuses to serve
as Executrix of my estate, I appoint my son, Hans C. Phillips, of Santa Cruz,
California, to serve as Executor of my estate
B. The Executor shall have the right to receive reasonable compensation
for services rendered and reimbursement for reasonable expenses.
C. No Executor shall be liable or accountable for any loss that may result
from the good faith exercise of the authority granted in this Will.
D. The Executor is specifically relieved from the duty of filing bond or
entering security.
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IN WITNESS WHEREOF, I have set my hand and seal to this, my Last Will and Testament,
consisting of this and the preceding five (5) pages this 14th day of October 2011.
N i Dobish
SIGNED, SEALED, PUBLISHED and DECLARED by Nancie Sue Dobish, the above named
Testatrix, as and for her Last Will and Testament, in the presence of us, who, at her request and in her
presence, and in the presence of each other, have hereunto subscribed our names as witnesses.
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ACKNOWLEDGEMENT
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF DAUPHIN
ss:
We, Nancie Sue Dobish, ~ and ~ ~~ _,
Testatrix and witnesses, respectively, whose names are signed to the attached regoing instrument,
being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and
executed the instrument as her last will and that she had signed willingly, and that she executed it as her
free and voluntary act for the purpose therein expressed, and that each of the witnesses, in the presence
and hearing of the Testatrix, signed the Will as witnesses and that to the best ofhis/her knowledge the
Testatrix was at that time eighteen yeazs of age or older, of sound mind and under no constraint or
undue influence.
anc Sue Do ish
Testatrix
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Witness
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Subscribed and sworn to and acknowledged before me by Nancie Sue Dobish, the Testatrix,
and subscribed and sworn to before me by ~~ tc~.,~\~ and
~k ~ ~ ,witnesses, on this 14th day of October 2011.
Notary Pu lic
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COMMONWEALTH OF PENNSYLVANIA
Notarial Seal
Laurie K Radabaugh, Notaty Public
Shiremanstown Bo% Cumbdiand County
My Commission l3~ires Auy. 4, 2014
Member. PennsMartia AssodatWn of Notaries