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Home My WebLink About04-04-12PETITION 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, anti in support thereof aver(s) the following and respectfully requests the grant of Letters in the appropriate form: Sara E. Achuff ~cedent's Information /~ 1 ~ O Name: Margaret J. Lutes File No: 2:1' a/k/a: a/k/a: a/k/a: Date of Death: 03/12/2012 (A,ssigned by Register) Social Security No: Age at Death: 86 iled at death in Cumberland County, pA (State) with his/her last principal residence at 824 Lisburn Road, Apt. 238, Camp Hill 17011 Lower Allen Township Cumberland Street address, Post Office and Zip Code City, Township or Borough County Decedent died at The Woods at Cedar Run, 824 Lisburn Road, Camp Hill Lower Allen Township Cumberland PA Street address, Post Office and Zip Cade City, Township or Borough County State Estimate of value of decedent's property at death: If domiciled in Pennsylvania ...................... All personal property $ /f not domiciled in Pennsylvania ................ Personal property in Pennsylvania $ If not domiciled in Pennsylvania ................ Personal property in County $ Value of real estate in Pennsylvania ................................................................... $ 980,000.00 0.00 TOTAL ESTIMATED VALUE $ 980,000.00 Real estate in Pennsylvania situated at None (Attach additional sheets, if necessary.) s[ree[ aaaress, t•ost Uftice antl Zip Code City, Township or Borougih County ® A. Petition for Probate and Grant of Lett rs Te ~ment~rv Petitioner(s) aver(s) that he/she/they is/are the Executor(s) named in the Last Will of the Decedent, dated 03/75/2004 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 Let+prs of Admini ration (If applicable) c.t.a., d.b.n., d.b.n.c.t.a., pe[iente lite, durante absentia. durante minoritate If Administration, c.ta or d.b.n.c.t.a., enter date of Will in Gection A abov and omole p li t of h irk. Except as follows: Decedent was not a party to 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 n Petitioner(s), after a proper search has/have ascertained that Decedent left no Will and was survived by the' following a (if any}y3p additional sheets, if necessary): ' i ~ "~ :i3 ~ rte-- .~J Name Relationship Address -~' ~'' x - ' •-- ~ ~ ~ -~- ~ ' --i ~ ~ r r'1-1 D ~.~ ~} r\~' Fonn RIN-U2 rev. 10-11-2011 Copyright (c) 2011 form software only The Lackner Group, Inc. Pa e 1 of 2 9 va><n or Personal Representative ~r ..~ , ~_ ~, Official Use Only COMMONWEALTH OF PENNSYLVANIA } - COUNTY OF Cumberland } Petitioner(s) Printed Name Petitioner(s) Printed Address ~ i ~ ~ , Sara E. Achuff 1777 South Meadow Drive Mechanicsburg, PA 17055 C~RK ~~ . n (717) 791-0428 A ~ ~ J ,t'} PA The Petitionerlcl ahnvo_n~mo.1 ~,.,o~.i~~ ....,u:...,~..~ .,._ _ -, _- _.......,_, ..._ _,_,,,,,,,,,,,,, ,,, ,,,` ,~,~y,,,,,y ~~„~,~„ ate uue ana correct to the best of the knowledge and elief of Petitioner(s) and that, as Personal Representative(s) of th Decedent, Pefitione~) will ell and truly administer the estate according t ~aw. Swom to or affirmed an subscribed before ~~ /t Dace t ~ ~ L m ay f ~°Z~ Date Fc t e Regis Date Date BOND Required? ~ YES ~ NO FEES: Letters ..................................... ..... $ ( ~~ )Short Certificate(s)..... .... ( )Renunciation(s) ......... ..... ( )Codicil(s) .................... .... ( )Affidavit(s) .................. .... Bond ........................................ ..... Commission ... ....................... ..... Other ~~/~~ s Automation Fee ........................ .... JCS Fee .................................... ... ? ~ .~ TOTAL ...................................... ... $ To the Register of Wills: rtease enter my appearance by my signature below: Attorne ignature: QQ ~1~ Printed Name: James D. gar Supreme Court ID Number: 19475 Firm Name: Bogar 8 Hiab 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: 03/12/2012 Social Security No: 195-20-0665 Estate of Margaret J. Lutes File No: 21 - ]~ ~ ~/~~~ a/k/a: -- AND NOW, , in consideration of the foregoing Petition, satisfactory proof having been presented before me, IT IS DECREED that Letters Testamentary are hereby granted to Sara E. Achuff in the above estate and (if applicable) that the instrument(s) dated 03/15/2004 described in the Petition be admitted to probate and filed of record t~~st Will (and q~ic s)) of Deced l C~,r, _ _ 1 _ ~ l r, , .. „ ~~ ~ ~ ra' 1 ~rl i i ~ ~. l Copyright (c) 2011 form software ly T eYackn~nc. ~~ ~ ~ ~~~~V" H 105.805 REV t9/I I) ~ ~ C~I~CTRAR'S CERTIFICATION OF DEATH _} ,_~,IY,~~~ille~gal to duplicate this cop b hotostat or 1,,,1~,,__ ,,,r~~ i ~ Y Y p photograph. _.t.aJ Fee for this certificate, $6~q~2 of R -4 ~~ $~ ~ 1 c~RK of ORPHAN'S ~OLtR?' P 1 ~ 1.9 4 9 6 ~~F~~ ,any;, ~'~ - PA Certification Number ye/PrIM In emanerk This is to certify that the information here given is corre.etly copied from an original Certificate of Deati duly filed with me as Local Registrar. The origina certificate will be forwarded to the State Vita Records Office for permanent filing. ~__ Loca:( Registrar Date Issued COMMONWEALTH Oi pENNSYlVAN1A • DEPARTMENY Of HFALTM • VRAI RECORDS GtR71FICATE OF DEATH 1. Oxedent's Let•l Mama (lies, Mkldle, Lnt, Suxkl Stab Nk Wmter. 2. Set 3. SpcW Semrky Number 4. ONe of DnM IMO/Day/Yr) (SPNI M•I t J. Lutes E~riElale 195-20-0665 !V)a,. s+. Aliwa elrtnd,y h'nl %. Ungar 1 Yea k UMa 1 C ~ , , v~ ,y B. Oae of wrtn IMO/D.y/Y•x) ISaeN MpHh ]e. Bkth Mmtlu OMs Noun Mklkn 1 plan lOry sM Stab, fo Ceumryl ' P 86 DecaNber 27 1925 Wilkes Barrl_ ' W. eaM•nb (Sbb a Foreltn Caumry) N. peWknpe Is+rnt.ne Number- Include Apt No.l k OM Dx•dut tM k a Tmanahlp~ry) Luzerne PA 824 Lisburn Fad. Apt.238 ~n ed etk.eeMlk Lower Allen dl , . . n Glsid~ei~arid twv _ 9. EwN k tIS Amad Forcn7 10. Mvka1 Status x TRne pE Ma1M ^Na, eebden[ Brad wadn Nmks of chY/bara. ^ Ma ^ Yn ,Y] W ^ Urwrlowr! ^ Dhwrcw ^ UnM~ WMared ]1. SuMWnt Spws, i N,m• Of wlk. EW none prbr to flrtt m,rrlyel ^ Newer IMrrled 32. ,Mars Name (Fha, MMd•, last, Suflk) rf N a Pdor m Fis M F1eW1 13. MMhe ~trrt, MMdk, bst) Williams ~ ~ t 14a.lrl/ormanra Name 14e. Rwtknenq b oeaeem 34c Inr«m,nr. Mawr Add S y nu I tn•t elw Number, an. sine, rap codel Sara AChuff ~ ter 1777 • Meadow I)r. Mec}Eani,csbuE.-qe PA 17055 s ...- s n wam oca!rrw n a Noaplw : ..... ......._............................... .. xe .. .. .. a a ~'inpaMnt !iioenn"'&cui~e......_ .. ............... ................. .... ... Salnep7lere Other Th N •.. ••••••••••••••.••••• .." •••••••• •• ane aapltn: •• ••_•••••••.-........ yy EnwMkY Room/atW W^t Dud an ArtNal ~ NoFplce Fatllky yJ pecedent's Nome Nit fbnr/La^ -Term Can FxXlly Othn (SpxNy) a~ lSb. Fatally Name H net btdb!tlon tN• nr• t d • , '.~ ~` . an numMr; ISC. l:ky w Town, Sbb, ud Zq Code SSd. CmMy of Duth lFa. a10hpNpkn BuMn / < N 4' ^ pemovN how Stm Cnmatlm ifih. Dab o DlNlodtlon 1&. pkce n Ohpogtlan (N,me n bmetery, mm,tory, or mher pku) ~~`~' aMresPetllq 3/19/2012 Orcutt Grove CeEneteiy td l . LObekr!oF Ohpnldn!ftnY OrTOwn, sbee, and npl 1]a. vtnnunaF NOxen~ PA 18636 nPeronln[harteaflnterment 17b.UaMeWmbn .~- IPD 013239 L 1]c. Name and Canpkb Adtlr•a npunnal Facthy 111 F1Erieral Hcma Inc 3401 Market Hill PA 17011 ~ It. DaeeeeM's Eduellbn -Cnepi tM boa [hat heft e Mb eee n da 19. rat d HhparAC orbn - Clkck Me 20. Oecwentl bm-Check ONE OR MORE ncn to Indkne wh,t hlBMet eepu p NYN of school carrlpktW n eM time d de•eh. bm that bnl dexrbn wheMar the tl d ece em ~ Bth trade or lea h Sunhh/HkW nk/laHno. Check Me' W' ~ dxwmt ~~~ nknaH or MnNf to M. q Whke ^ W dipbm,, 9th - l2eh pale ^ Kahan kot H dxadent 4 not ® wtn aAan pMuate or GEO mmpIH•d Spanlan/NhWnk/btka. Bled aAfrkm Amerkan ~ VletMmne No mt Spanish/Nh k/L , un 9a!rle colkte rs•dll, bra no detru atlno ^ Amerbn Indan or Alaska N,tlw! ~ Other AWn ^ Yes Mnkan Mexkan A b O , , mer n, AFMtlate depu kJ. AA. ASI dcnlo ~ Askn IMNn ^ NatNe Hawalbn ^ YH Puerto Akan , ~ Mch•bra depu IeJ~ tA, N, BSI ^ Yn Cuban ~ C~° ^ Gwm,nlan or Charnorrc , ^ Mast•rS datru (s.t. MA, M5, MEry, MEd, MSW, MBA) ^ Yes, ether ^ Fltpirm ~ Bemoan spanhnMhpamp/bnno ^ l,unne ^ oMar vxwp laknder ^ Oo tanb IeJ. Pro. Edol a RnMelonal depn e . MD Dog DVM ue lD ISpetlhl ^ other Ilaplhl 23.0•twenra Skstle papa SeK-DMIp!,tbn -tlack ONLY OMF to Indcate what the decedent conskned himsell or heraM to M. 2L. DecedentY Uwal dxumtkn - Indicat ~fe ^ 3+wn.a t n e ype wbk ^ sammn ^ tack w Akkan AmeMUn ^ Kahan ^ Otl!er Iatlflc Wander done duMry mmt of wukiry we. l%1 NOi USE RFnpED. 0 Afkn ~mr!dkn or Alab NNlve ~ Vktnamne ^ Don't Know/Not Sure $~'et~'~;~ ^ Othn Adan ^ Rekaed O Nwp Wwabn ^ otMr (~h) zib. Kk!e or ewkeaaMauatry ^ ~~ ^ YNamanlan a.I7arrwno Medical tY PERSON 1V110 MONpNeCES OA D I3a. Deb M Day r 23b. Sltulurc o Peron Pronouns a On al> b 23 p e Ubna tamper lttA7M Ox //II :3a.o IMNOa l /Y m ~ ` ~ ~ ~ r v 24.nme o. . Q1.r_ K.Lr~ may 5 y(v~/$~ V 15. Wu MedkN E n Coroner Conachd7 ^ Yn No CAUSE OF DEATH 26. Pan L Entx tM aw!• ps....W.~'y,w, kdurin, a complkatbna-Nat dncUy uuW tM M,tn. DO NOT entx krminN evenb sl!ch a ortlkp erns( A/npervaL~ nasWnmry arrcrt, or aenbbAV flbNheb n wkhou t ahowbV eM •ebl p ~-. ~ / esty. p NOT ABBpFWAIE. Enter only one nua m e Iine. Add addkMN Ilro is necessary ! Onxt to M,N IMMEDIATE UUSE -__> !/~ O~/•~ _ . 'Finn dbua or mndltlon Due to for n a cenapuer!c• WI: Molt In hxAl b. swumaapy iw porwnpns, oue m fora a mraequenx or): - awE. Mdky to tla gauge Iht•don Rne,. FMer the W10BplYN16 CA1/SE (dbeaa a Irdury tlat Due mfor a a mmeewnce or1: - Inklatw tM epn4 rnuhint d. In dnml usr. tl Due mfor a a parwouenm oB: - 36. Pert IL Enter oMln but rat rcwhint In Me undeMylnt nua then In Par[ I I7 ~ . Was an wtopry Par/pmM7 b Yn No 2B.werc.utopeyn btpawaWbk eo ulmget• eM pwa n a.nn] 29. H Femak: 30. DMTObarxo Uu ConMbute to DeaMi 31. Manner n 0•,tn Yn W ^ wet pr•pant wlmk put yen res P W ro bly Wwral ^ Pnpynt x tlrrN ndutl! ,® ^ NamkMe ~ ~ NO ^ Unknown N ~ ^ ot pTep!anL but pretn,nt WtMn 42 tlayf of dum ~ Amkknt ~ PnMiry Inwatwatbn 0 Uok PrMrla!C but pr,p!ant 43 dap m 1 par Mlorc death 32. Dn• of Inlury (Ma/OW/Yr1lSpell Mmth) ^ Suk~ ^ GwM not M dn•rmined pretnant within Mle pn[ ynr 33. TNne d Inlury 34. Plan n Inlury tai home; coeuNUCMOn eM; krm; etladl 35 L . outbn of Inlury IStrnt,rM Number, Cky, Stab, Lp Code) 3 6. Inplry n WM 3l. I/Tramportatbn Inury, SpxHy: 38. Mur!M Naw Inlury paurrcd: Yas ^ Drker/pperrtp ~ pedutMn ~ No ^ Paaenpr ^ Other Isp•pMYI 3 9,. I[hed mh onel: ceraMllt VhYMCIaI! -Te as beat n my knowiwte, dexh opp,mee dw m the uueNs),nd mercer Mal•d PrMdrntlry t TJraMnt INIyFkkn - To tM Mat of my knoWMte, dean otNmee al the time, ate, and dope, and dw m tM couplet arHl Tamar statbl ^M.eblE.amMa/colons-ontMb.ahee.Mmkwlpr! ,nd/ ~ a , ppa awen.inmvaanlon.a.atnoa~rredataaame.e,b,and 4./ / / // ~ INxe.,ndawmtM pwae(,I ana ma n•r Natw 3 _ ~~ ~ SIWrrM, Aderw a!e ~c-1/ <F'{ ewnrtlpar: lk«ae NumMr: MD U2354aP- %.W 2q Code aFPeron Cernpl•Mlst Glue rM loth lhnn lt) a egQl/~{I~f~JN L/i/pL.A/. ~ /~ 3%.MbS~ ( ~ rl `T7.5".f~u~N~ //YL~/VG%7AU 9y/aAUv. /7~/]'i~~ ~/4 e y 3 /L/' ZO/ a orakt 41 . ~~ 4 . Rawebw Fl Dab M a--era 4 3.AmenManh :3 !H ~ Dhposkbn Pernik NO. 07,1, %~ly NSOS-1.3 _ _ REV O]/2o11 >> l 1. ~_.: ;i ; ~~`'~,t OF ~S~' ~l, " ,~. ~ , . ~'~t I c _~~J ~~P2 APR -1{ ~~1 8: ~ t ORPtCtq~~NR~ ~r, OATH OF SUBSCRIBING WITNESS(ES) Cf1~'i?t=~~ a~;."0~='~pA, ~GISTER OF WILLS CUMBERLAND COUNTY, PENNSYLVANIA Estate of Margaret J. Lutes Deceased James D. Bogar and Beth B. Lengel (E;ach) a subscribing witness to (Print Name/s) the ~ Will ®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. (Si Lure) (Signature) One West Main (Street Address) Shiremanstown, PA 17011 (City, State, Zip) Executed in Register's Office Sworn to or affirmed and subscribed before me this of day Deputy for Register of Wills One West Main Street (Street Address) Shiremanstown, PA 17011 (City, State, Zip) Executed out of Register's Office Sworn to or affirmed and subscribed before me this ~~ ''=1- day Notary Public-~ . My Commission Expires: ~' 3 " Z~'13 (Signature and Seal of Notary or other official qualified to administer oaths. Show 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. 10.13.06 SNIREMANSTOWN ~ uH MY COMMISSION EXPIRES AUGUST 3, 2013 LAST WILL AND TESTAM:ENT " ~_ ~ tom; ':~ ate. ,, «~ i MARGARET J. LUTES '-~~ ~ ~ ~- ~~ ~ I, MARGARET J. LUTES, of Camp Hill, Cumberland Coun Pennsylvania, make, publish and declare this as and for my Last' Will and Testament, hereby revoking all other Wills and Codicils heretofore made by me. FIRST: 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, to my daughter, SARA E. ACHUFF, provided that should she predece<~se me, I give and bequeath all the rest, residue and remainder of my estate, in equal shares, to my grandchildren, CARRIE E. DAV:LS, SALLY J. ACHUFF and RACHEL J. ACHUFF. SE(~'OND: Should any of my grandchildren not have attained the age of twenty-three (23) years at tYie time for dis- tribution to him or her, I give, devise and bequeath the share of each such grandchild to my hereinafter named Trustee or Trustees, IN SEPARATE TRUSTS, to hold, manage, invest and reinvest the shares so received, and to use and apply from time to time such portion of income and principal for the said gran.dchild's education (including college, trade school or other similar training or education), as my Trustee or Trustees, in their sole discretion, deem advisable. The Trustee or Trustees, in exercising their discretionary authority with respect to the payment of income or principal of the within Trust to my grand- children, shall take into consideration any income or other resources available to my grandchildren from sour~~es outside this Trust. 1._ ~j ; r=-r'~ C---- ~:`=" z~ _i P`I _, `` f '~ , "T1 ~:~ ~ Any income or principal not so applied shall be dis- tributed to each grandchild when she attains thE~ age of twenty- three (23) years. In the event any of my grandchildren die prior to the termination of this Trust established hez-ein for their benefit, the interest of said grandchild in saic~ Trust shall cease with any income and principal being divided evenly between that deceased grandchild's sisters or the separate Trusts established hereunder for their benefit. THIRD: 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 of 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 va7_ue. (D) To invest in all forms of property, including stocks, common trust funds and mortgage investmer.~t funds, without restriction to investments authorized for Pennsylvania fiduci- aries, as are deemed proper, without regard to any principle of diversification, risk or productivity. 2 (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 themselves o:r 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 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. FOURTHS I nominate and appoint CHARLES B. ACHUFF, JR., husband of my daughter, SARA E. ACHUFF, as Trustee of the hereinabove described trusts. In the event of the death, resig- nation or inability to serve for any reason of the said CHARLES B. ACHUFF, JR., I nominate and appoint CARRIE E. ;DAVIS, as Trustee of the hereinabove described trusts. I direct that my Trustee or Trustees shall serve without bond and shall receive fair and reasonable compensation. FIFTH: I direct that all inheritance, Estate, trans- fer, succession and death taxes, of any kind what:>oever, which may be payable by reason of my death, whether or riot with respect to property passing under this Will, shall be paid out of the principal of my residuary estate. 3 S XTH: All interests hereunder, whether principal or income, which are undistributed and in the possession of the fiduciaries acting hereunder, even though vested or distribut- able, shall not be subject to attachment, execution or sequestra- tion for any debt, contract, obligation or liability of any beneficiary, and furthermore, shall not be subject to pledge, assignment, conveyance or anticipation. SEVENTH: I nominate and appoint SARA E. ACHUFF, Executrix of this, my Last Will and Testament. In the event of the death, resignation or inability to serve for' any reason whatsoever of the said SARA E. ACHUFF, I nominate and appoint CHARLES B. ACHUFF, JR., Executor of this, my Last Will and Testament. I direct that my Executrix, Executor, Trustee or Trustees, 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, thisj5~~'day of ~'~jr~J 2004. G{/L ~~-~-~ ( SEAL ) MARGAR T J. UTES Signed, sealed, published and declared by the above- named Testatrix as and for her Last Will and Testament in our presence, who, at her request, in her presence acid in the presence of each other, have hereunto subscribed our names as attesting witnesses. Address Address 4