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HomeMy WebLinkAbout03-27-12Reset 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 Name: Go(die E. Mohler a/k/a: a/k/a: a/k/a: Date of Death: 03/09/2012 File No• ,~ I - ~ .~ - /~, ~; (Assigned by Register) Social Security No: 144-12-3229 Age at death: 91 Decedent was domiciled at death in Cumberland County, pennsylvania (SrareJ with his/her last principal residence at 904 Walnut Street. Lemovne PA 17043 (Lemovne Borouahl Street address, Post Office and Zip Code City, Township or Borough Counh Decedent died at Claremont Nursine & Rehab Center Carlisle PA 17013 (Cumberland County) Street address, Post Ofrce 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 $ 200,000.00 If not domiciled in Pennsylvania ........................ Personal property in Pennsylvania $ If not domiciled in Pennsylvania ........................ Personal property in County $ Value of real estate in Pennsylvania ......................................................... $ TOTAL ESTIMATED VALUE.... $ 200.000.00 Real estate in Pennsylvania situated at: (Attach a~fditional sheets, if necessary.) Street address, Post Office and Zip Cade City, Township or Borough Countv 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 August 4, 1997 and Codicil(s) thereto dated August 28.2001 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. Q 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 file, durance absentia, durante minoritate 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 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 Will and was survived by the following spouse (if any) andd~ears (attach additional sheets, i~necessary): C'~ _ a p ~~ Name Relationshi T, Address '~ . ,y r f` T `~ ... ~~J~ -r, - :~: -n ca,~ == p --~ `- ~ C": F~,~m kw-nz ~~w. ~oitv2o11 Page 1 of 2 Oath of Personal Representative COMMONWEALTH OF PENNSYLVANIA } } S$: COUNTY OF CUMBERLAND , Only i,r .nr` ~r, ;.~,.ra~,L Vr r~r_C. -~, Petitioner(s) Printed Name Petitioner(s) Printed Address Nevin W. Mohler 487 San Remo Place Lewisberry, PA 17339 (',I =RK (~ 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 Decedent, Petitioner(s) will w Il a trul ad inister the estate according to law. Sworn tc`~yr1affirmed a d subscribed,b~e~for)e ~ c 'L. Date~.,~° ~C'j~ By ~~~~~day of ~ Y ~ _ ,~~ ~ _ ~~,, Date i '1 1 ~` ~~ ~~ , ~ ~ For the Register Date Date BOND Required: (~ YES ~ NO FEES: Letters .................. ~~ .... $ f ~ ; ~.'~ ( j (;.. Short Certificate(s).. ~~ .... (~ , (,~(,, ( )Renunciation(s)..... ... . ( )Codicil(s) ......... ... . ( )Affidavit(s)........ ... . Bond .................... .... Commission .............. ... . Other ~~ ~ ... .... S . Automation Fee ........... .... ~~~ JCS Fee . ................ .... 3. 5 TOTAL ................. .... $ ~ ~ $$0 To the Register of Wills: Please enter my appearance by my signature below: Attorney Signature: ,..- -~ ~ ,. Print Name: Craig A. Hatch, Esquire Supreme Court ID Number: 76361 Firm Name: Gates, Halbruner, Hatch & Guise, P.C. Address: 1013 Mumma Road Site 100 I.emnvne PA 17043 Phone: 717-731-9600 Fax: 717-731-9627 Email: S'.HatnhnC;atesl a~*~Firm rnm DECREE OF THE REGISTER Estate of Goldie E. Mohler File No: i~ ~-' ~ ;~ - ~~ ~~ a/k/a: AND NOW, ,~7, --~-ldl ~~ ~~(C %~ (M ~ 1 ,~~~ ~ , in consideration of the foregoing Petition, satisfactory proof having been presented before me, IT IS DECREED that Letters TESTAMENTARY are hereby granted to Nevin W. Mohler in the above estate and (if applicable) that the instrument(s) dated August 4, 1997 and August 28 2001 described in the Petition be admitted to probate and filed oft record as the last Will (and Coc~icil(s;) of Decedent. Register of Wil 7 '/ Form RW-02 rec. Ill/11/2011 l~ Page 2 of 2 ~i#~tiViNG it t.~l ilrtegal to dupli~at~\ t,~ss c~~y by ~Shatast~t ar r,~~rr.:,~, a;;t. Fec ~' ihI'; ur rtt'c~ '~(`~.~~~~~ i7i~t\ 27 f 1~`~ 3~ ~ J ~ t?',., i", ~ ~~~ 6~~ ~3 ~F~ ~~,;r . . ~ , _. ___ ~~R 1 ~ 2012 ,; _ __ C_t'i'FJ~.-a.i(itl "'~'u3)lbdt- ,:~/ „~„~,- TYPe/Print In ~- Permanent ;~~ ~ ~ 91 a COMMONWEALTH OF PENNSYLVANIA .DEPARTMENT OF HEALTH VITAL RECORDS CERTIFICATE OF DEATH ie (First, Middle, Last, Suffix) State Flle Number: 2. Sex 3. Social Security Number 4, Date of Death (MO/Day/Vr) (Spell Goldie E. Mohler emale 144 - 12 - '370 sb u d ly March 2012 Months D 5 U ds 1 D 6 D t f Birth (M /D y/Y ) (Sp II M th) 7 Birthplace (City and State or Forei¢n COUnr9 ays Hour Minutes renn sy tvania ~ -- --- - ~~-""" """" Sd. Residence (county) 904 Walnu t Street Cumberland Be. Residence (Zip Code) 17043 9. Ever in US Armed Forces? 30. Marital Status at Time of Oeath ~ Marrlec Ves ~ No Q Unknown ~ Di vorced ~ Never M 12. Father's Name (First, Middle, Last, Suffix) arried C John Banister Gibson 14a. Informant's Name ffi 14b. Rel Nevin W_ Mohler ationship to Dec Son G ................. . ~ ~ ............... ...................... ......................................... If Death Occurred In a Hospital: ~~Inpatient .... 16a. P ace ilf Death Occurre 4 Q Emergency Room/Outpatient ~ Dead on Arrival _ ~ Nursing i 156. Facility Name (If not Institution, give street and number; Claremont Nursin & R h b 15c. City or Tow g e a Center 16a. Method of Disposition [~ Burial (] Cremation Car1i 16b. Date of Dis p Rempyai tram scare p Donanon March Other (Specify) - 201 2 16d. Location of Disposition (City or TOW n, State, and Zip) 1?a„ Camp Hi11. PA 17011 E 1?c. Name and Complete Address of Funeral Facility V ~r a CAUSE OF DEATH 26. Part 1. Enter the chain of t --diseases, in)u rtes, or complications--that directly caused the death. DO NOT enter terminal eye nCS such as cardiac arrest respiratory arrest, or ventricular fibrillation wi[hout showing the etiology. DO NOT ABBREVIATE. Enter only one cause on a line. Adtl additional lines if necessary IMMEDIATE CAUSE ---------------> a. 1 ti A w \ 'T\ O N (Final disease or condition Due to.(or sequence o resulting In death) as a con f); b. ~Er^n t3T.aT\4 Sequentially list conditions, Due to (or sequence of): if any, leading to the cause as a con listed on Ilne a. Enter the UNDERLYING CAUSE Due Go (or sequence of): (disease o injury that as a con initiated the events resulting d. in death) LAST. Due to (or as a consequence of): 26. Part 11. Enter other sig if i d"t t ib ti t d th but not resulting in the underlying cause ¢Iyen in Parr 1 __ ... 8 ~ Parthemore FH & CS inc. P_O_ 18 D d ' Box 431 New Cumberla~ r- . ece ent s Education -Check the box that best describes the hi hest de l 19. Decedent of Hispanic Origin -Check the g gree or evel of school completed at the time of death. ~ 8th d box that best describes whether the deredent gra e or less ~ No diploma, 9th - 12th grade Is Spanish/Hispanic/Latino. Check the "NO" ® High school graduate or GED completed box If decedent is not Spanish/His i pan c/Latino. ~ No not S ani h/Hi Q Some college credit, bui no degree , p s spanic/Latin Q Yes Mexican Mexi ~ Associate degree (e.g. AA, AS) , , can American, Chicano Q Yes Puerto Rican Q Bachelor's degree (e.g. BA, AB, BS) , ~ Ves Cuban ~ Master's degree (e.g. MA, MS, MEng, MEd, MS W, MBA) ~ Ves, other Spanish/Hispanic/Latin 0 Doctorate (e.g. PhD, Ed D) or Professional degree o . MD DDS, DVM, LLB JD (Specify) 21. Decedent's Single Race Self-Designation -Check ONLY ONE to indicate what the decedent considered himself or Q White Q Japanese Q Black or African American ~ Korean Q Samoan 0 Other P ifi l ~ American Indian or Alaska Native Q Vletna mese ac c Is ander O Don't Know/Not Sure Q Asian Indian ~ Other Asian ~ Refused Q Chinese Q Native Hawaiian ~ Fili i ~ Other (Specify) p no ~ Guamanian or Chamo rro ITEMS 23a - 23d MUST BE eOMPLETED 23a. Date Pronounced Dead (MO/Day/Vr) 23b. Signature of Person Pri BV PERSON WHO PRONOUNCES OR ..._ _ G s E LO NOL pregnant Within past year ~ Pregnant at time of death ~ Not pregnant, but pregnant within 42 days of death Q Not pregnant, but pregnant 43 days to 1 year before deatF Q Unknown if pregnant within the pass year lace of Injury (e.g. ho e, construction site; farm; school) Y 26, 1920 `~ i Yei 7b. Birthplace (County) Perr a Apt No.) 8c. Did Decedent Ltve in a Township? Q Ves, decedent lived in twp_ (~NO, decedent lived within limits of _ LE'm0 nE' city/burp Widowed 11. Su rvlying Spouse's Name (If wife, given a prior to Rrst marriage) Unknown am 'ter ~ilen Ha s edent 14c. Informant's Mailing Address (Street and Number, City, St: 487 San Remo Place Lewisbe~ o Deat Chec one ....................°^ Y ... ~ ............ Other 5 d Somewhere Other Than a Hos rtal: ~~ '"'"""-'""'""""""•""-~ Home/Long-Term Care Facili p ~ Hospice Facility ( Pecify) n, State, and Zip Code 15d. County c s1e~ PA 17013 CuT 15 I, n 16c. Place of Disposition (Name of cemetery, crematory, or 2 .Rolling Green Cemetery L Approximate Interval: Onset to Death io mplete the cause of death? - - outs to Death? r31. Manner of Death ~ Ves ~ proba bWy I O'Natu ral (] Homicide (~'NO ~ UnknO Q Accident Q Pendin olnyestigation late of Iniurv (Mn/na../v~r rc..eri .. __.~. ~ Suicide Q Could t be determined Jae w Injury Otcu rred: ~ Ves ~ Oriver/Operator Q Pedestrian e o ~ No ~ Passenger ~ Other (Specify) 1 rtifl ^Ch k In ) Q Certifyi g physicia - To the best of my knowledge, death occurred due to the cause(s) and m r stated Pronouncing S Certifying physician - To the best of my knowledge, death occurred at the time, date, and place, and due to the cause(s) and manner stated Q Medical Examiner/Coroner - On the basis of examination and/or investigation, in my opini n, death oc urred at the time, date, and place, and due to the cause o c (s) and m r stated Signature of certifier: Title of certifier: .~</YS /c/1 N License Number ^»" Orf2G9t/ eL ib. Name, Address and Zip Code of Person C ause of Death (Item 26) E/2NF T ------ 39c- Date Signed (MO/Day/Vr) `~ M- c%SE.G "+9 - /Y8o Goo O H OE QQ Env A ~Q /7oZS' 3 - /2- /i I R gi t DI t i t N b ~ ~ _ -ai/ _ ~FD 012 848 L PA 17070 20 D d t Race Check ONE OR MORE races to indicate what the decedent considered himself or herself to be. (~ White ~ Korean ~ Black or African American ~ Vietnamese Q American Indian or Alaska Native ~ Other Asian Q Asian Indian 0 Native Hawaiian ~ Chinese Q Guamanian or Chamorro Q Frliprno Q Samoan Japanese ~ Other Pacific Islander Other (Specify) self to be. 22a. Decedent's Vsual Occupation -Indicate type of wort done during most of working life. 00 NOT USE RETIRED. Homemaker 22b. Kind of Business/Industry Domestic er concocted? p Ye J~ No 3 /i Disposition Permit No. OLP (~~ ~~ H106-143 REV 07/2011 C:\WPFO\WILLS\MOHI,ER.WIL\August 1, 1997 LAST WILL AND TESTAMENT OF n ~ « _ ',~ ~-, - - -, t- --ti ::~ c_~ 4 ;JJ J GOLDIE E. MOHLER ~ ~ ``' ~l~ -~ __ ; -L7 C~ '" rr-~i -..,_~ -1 .. ~. _.._ I, GOLDIE E. MOHLER, of 904 Walnut Street, Lemoyne, Cumberland County, Pennsylvania,17043, being of sound and disposing mind and memory, do hereby make, publish and declare this for and as my Last Will and Testament hereby revoking any and all Wills or Codicils by me at any time heretofore made. ITEM I - I am a widow, and I have two (2) sons, NEVIN W. MOHLER and LARRY K. MOHLER, both of whom are married. ITEM II - I give, devise and bequeath all of my property, real, personal and mixed, one-half (`/z) to my son, NEVIN W. MOHLER, and one-half (1/2) to my son, LARRY K. MOHLER. I have complete confidence that my Executor will honor any written instructions that I may leave with regard to my tangible personal property. ITEM III - If my son, NEVIN W. MOHLER, predeceases me, his share shall be divided into three (3) parts: one-third ('/s) to his widow KAREN; one-third ('/s) to my Trustee, hereinafter named, IN TRUST for my grandson NEIL; and, one-third ('/s) to my Trustee, hereinafter named, IN TRUST for my grandson KEITH. ITEM IV - The above Trusts shall be separate and discrete, and my Trustee shall hold, invest and reinvest the assets thereof and after payment of the all of the expenses necessary or incidental thereto shall in his sole discretion pay over the income to each respective Trust beneficiary or pay part or all of the income and\or principal for each respective beneficiary's medical care, education, including college and technical school, support and maintenance. Any respective trust income not expended shall be added to the principal of each respective Trust. ITEM V - One-half ('/Z) of the principal of each respective Trust and any respective income accumulated to that time shall be paid to each respective beneficiary when each respective beneficiary attains the age of twenty-two (22) years and the remainder of the principal and any income accumulated after the first distribution shall be paid to each respective beneficiary when he attains the age of twenty-seven (27) years at which time each respective Trust shall terminate. 2 ITEM VI - If my son, LARRY K. MOHLER, predeceases me, his share shall be divided into three (3) parts: one-third (~/3) to his widow CONNIE; and, two-thirds (Zi3) to my son, NEVIN. ITEM V - Wherever I have granted my Trustee the discretionary power to make payments from the income or principal of my Trust, no Trustee who is a potential recipient of such a payment may exercise his or her discretion in his or her own favor. ITEM VI - (1) I name as my Executor, my son, NEVIN W. MOHLER. In the event that my son, NEVIN, predeceases me or declines to serve as Executor, I name as my Successor Executor, my son, LARRY K. MOHLER. (2) I name as my Trustee, my son, LARRY K. MOHLER. (3) My Executor and Trustee shall receive reasonable compensation. "Reasonable Compensation" shall be determined in accordance with Pennsylvania Statutory and Case Law. (4) The situs of the Trusts created herein shall be Cumberland County, Pennsylvania. 3 ITEM VII - (1) I give to any Executor and to any Trustee named in this Will or any Codicil hereto or to any substitute Executor or Trustee all of the powers now applicable by law to fiduciaries in the Commonwealth of Pennsylvania and in particular, through the Pennsylvania Probate, Estates and Fiduciaries Code, as effective and as in effect on the date hereof, during the administration and until the completion of the distribution of my estate, and until the termination of all trusts created in this Will or any Codicil hereto and until the completion of the distribution of the assets of such trusts. (2) If there be any property located outside the Commonwealth of Pennsylvania, in which I may have an interest at the time of my death, which cannot be conveniently administered as provided herein, then I authorize, but do not require, my Executors to appoint a bank or trust company with trust powers, to administer such property according to the terms of this Will. (3) My Executors and Trustees are authorized and empowered to retain, either permanently or for such period of time as my Executors or Trustees may determine, any assets, including the capital stock of any closely held corporation, which at any time shall come into possession of my Executors and Trustees as a part of any Trust created herein, whether such assets are or are not of the character approved or authorized by law for investment by fiduciaries and whether such assets do or do not represent an overconcentration in one investment. 4 ITEM VIII - No interest of any beneficiary under this Will, any Codicil hereto, or any trust created herein shall be subject to anticipation or to voluntary or involuntary alienation. ITEM IX - All estate, inheritance, succession and other death taxes imposed or payable by reason of my death and interest and penalties thereon with respect to all property comprising my gross estate for death tax purposes, whether or not such property passes under this Will, shall be paid out of the residue of my estate, as if such taxes were expenses of administration, without apportionment or right of reimbursement. I authorize my Executors and Trustees to pay all such taxes at such time or times as deemed advisable. ITEM X - Wherever I have authorized my Trustee to pay income or principal to a person under the age of twenty-one (21) years, my Trustee may in his sole discretion make such payment to a custodian parent or guardian of such person or to an adult person with whom such person resides. The receipt for such payment executed by the custodian parent, guardian or other person to whom the income or principal is paid shall be a complete discharge of my Trustee from liability with respect to such payment. 5 ITEM XI - Wherever my Trustee is directed or authorized to pay income or principal to any person, he shall also be authorized in his sole discretion to apply the income or principal for the use of such person. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~_ day of ~~ , 1997. `, . ~%~!~~~ (SEAL) GOLDIE E. MOHLER Witnesses: residing at _~ (, residing at 6 COMMONWEALTH OF PENNSYLVANIA COUNTY OF ~ ~ ~ 8~~ t~PNP WE, GOLDIE E. ss. and ~ ~o~_, the Testatrix and the witnesses, respectively, whose names are signed to the attached or foregoing 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 Testament and that she had signed willingly (or willingly directed another to sign for her), and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as witness and to the best of his or her knowledge the Testatrix was at that time eighteen (18) years of age or older, of sound mind, and under no constraint or undue influence. Subscribed, sworn to, and acknowledged before me by GOLDIE E. MOHLER, the Testatrix, and subscribed and sworn to before me by ~ ~.~ b~rrt" G~• f~?.n,~ dr and ~c. witnesses, this day of ~~u~,~ ~ J Y ~ 1 ~~ i Q.~ o~l~ (' ~in1.:~YS~ / 9 ~~ ~ ~! ~~1"2~~~ ~~ ~ ~~~~. ~ Notary Public ~~ ~ ~ 1~~~-Grn, ~ 4 rC~, -A ~ Gw~y~~ ~Irra S~ Zl, l~'q! • L~ GOLDIE E. MOHL R, Testatrix ~ ~ ~~ _.~~1 CODICIL TO THE WILL OF GOLDIE E. MOHLF~~~ ~~R ~~ ~~-, 3~ I a CL , s ~~%F~h, dole I, Goldie E. Mohler, of Lemoyne, Cumberland County, Pennsylvania, ~bR~ v~t;~ codicil to my last will dated August 4, 1997. C~,IR,~~F ~~~~ ~'~~; ~ ~;,'~ pq I hereby revoke ITEM II of my will in its entirety and substitute the following in its place: ITEM II: I give, devise and bequeath to my son, NEVIN W. MOHLER, a sum equal to the cash value of an annuity issued by Aetna Life Insurance Company on August 28, 1979 bearing contract number 4000159, which annuity was replaced by an annuity issued by Nationwide Insurance Company on May 1, 2001 bearing contract number 015566581(collectively, the "Annuity"), that I gave to my son, LARRY K. MOHLER, on August 28,1979. The date of my death shall be the date used to determine the cash value of the Annuity. I have complete confidence that my Executor will honor any written instructions that I may leave with regard to my tangible personal property. 2. Anew ITEM III should be added to my will as follows: ITEM III: I give, devise and bequeath all of the rest, residue and remainder of my estate of whatsoever nature and wheresoever situate, one-half to my son, NEVIN W. MOHLER, and one-half to my son, LARRY K. MOHLER. 3. Anew ITEM IV should be added to my will as follows: ITEM IV : The original ITEMS III through XI of my will should be renumbered ITEMS V through XIII. 4. In all other respects, I hereby ratify, confirm and republish my last will dated August 4,1997, together with this sole codicil, as and for my last will. IN WITNESS WHEREOF, I have hereunto set my hand and seal this oj£f ' "'day of August, 2001. ~ ~~ ~ ~t~,~-ALA OLDIE E. MOHLER Witnesses: residing at ~ c~7 """`~-O ~~~~ ,. ~a ~ residing at F~ I 11/ ~ 7 S ~ ~2 ~~ ,~~ COMMONWEALTH OF PENNSYLVANIA § COUNTY OF CUMBERLAND § WE, GOLDIE E. MOHLER, _ , AND the Testatrix and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as a codicil to her Last Will and Testament and that she had signed willingly (or willingly directed another to sign for her), and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Codiciall as witness and to the best of his or her knowledge the Testatrix was at the time eighteen (18) years of age or older, of sound mind, and under no constraint or undue influence. f- GOLDIE E. MOHLER, Testatrix Witness Subscribed, sworn to, and acknowledged before me by GOLDIE E. MOHLER, the Testatrix, and subscribed and sworn to before me by S u . ~ G r ~ ~S and -~d.._~~oW er S G ~C ,witnesses, this ~ day of u S , 2001. e Not~a~y Public My commission expires: Win ~~ Printed Nam of Notary Publi Notarial Seal Wendy H. Cooper, Notary Public Harrisburg, Dauphin County My Commission Expires Dec. 6, 2004