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HomeMy WebLinkAbout07-12-12PETITION 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 Name: ANNE BRUBAKER SHIELDS File No: 21-12- L;" ~ls' a/k/a: ANNE Y SHIELDS (Assigned by Register) a/k/a: ANNE Y. BRUBAKER a/k/a: ANNE L. BRUBAKER Social Security No: 171228513 Date of Death: 7I7I2012 Age at death: 84 Decedent was domiciled at death in CUMBERLAND County, PENNSYLVANIA (State) with his/her last principal residence at 2113 FoxFiRE DR MECHANicsBURC 17055 UPPER ALLEN TOWNSHIP CUMBERLAND Street address, Post Office and Zip Code City, Township or Borough County Decedent died at MESSIAH VILLAGE, MECHANICSBURG 17055 UPPER ALLEN TOWNSHIP 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 If not domiciled in Pennsylvania .............................Personal property in Pennsylvania /f not domiciled in Pennsylvania .............................Personal property in County $ 700,000.00 Value of real estate in Pennsylvania .............................................................. $ 101,000.00 TOTAL ESTIMATED VALUE.... $ 801,000.00 Real estate in Pennsylvania situated at: 2113 FOXFIRE DR MECHANICSBURG 17055 UPPER ALLEN TWP CUMBERLAND (Attach additional sheets, ifnecessmy.) 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/shelthey is/are the Executor(s) named in the last Will of the Decedent, dated 5/2 711 9 9 5 and Codicil(s) thereto dated NINE State relevant circumstances (e.g. remmciatron, 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 bom 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 life, durante absentia, durante minoritate If Administration, c. t: a. or d.b.n.c.za., 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(8) 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 DecedenGlefr no Will and was survived by the following spousany) and heiFS"''(attach _~,-, additional sheets, if necessary): © ~..,. rn ~..! ~ ~ {L s C.J Name Relationship Address ~ ~;: ;' .,,,~ ~--_=~ ~,~ N ~:~ c,~~- ~~:~~ ~ ~ O ~.;, o0 ~y N C>D ~~ rTI~ -~ ~ ....r t ., ~~ ,Y; Form RW-U2 rev. l0/I l/2011 Page 1 Of 2 ~~~ o~~ Oath of Personal Representative Official Use Only COMMONWEALTH OF PENNSYLVANIA } } SS: COUNTY OF CUMBERLAND } ~.~~ c: Petitioner(s) Printed Name Petitioner(s) Printed Address r`- ,. ` ;:,_~ ~- 285 W. CARDINAL AVENUE ~'~'~ ~~ i. WILLIAM L. BRUBAKER WHEELING ' ~' WV 03 2227 ASPEN DRIVE ~-~-~-~ ~"~ ~~ JOANNE M. SCHELL MECHANICSBURG -'v "~ PA ~ 1?055 ~ 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, the Petitioner(s) will well and truly administer the estate according to law. Sworn too fumed a scr'bed befo e ~. ~..~~~~-- ~ ~ {, ~_~~ Date ~ ~ Z- Z- me this ~ o~,, i ~ ~~~- ~ ~ id.-~ Date ~ ~ By: BOND Required: ^ YES ~l NO FEES: ~) ~ G't• Letters ....................... $ -. ( ~ C~ )Short Certificates(s) ...... `` ~~~' ( )Renunciation(s) ......... . ( )Codicil(s) ............. . ( )Affidavit(s) ............ . Bond ......................... Commission ................... . ~~~~ ......... ~ h ' o'E° Automation Fee ................ . JCS Fee ....................... TOTAL ......................$ Date Date To the Register of Wills: Please enter my appearance by ytfy signature below: Attorney Signature: ~, ~. ~ ~ , Printed Name: MURREL R. WALTERS, III Supreme Court ID Number: 24849 Firm Name: MURREL R. WALTERS, III Address: ATTORNEY AT LAW 54 E. MAIN STREET MECHANICSBURG PA 17055 Phone: Fax: r~S~ ~(.~ ~~ ~~i.r Email: 717-697-4650 717-697-9395 DECREE OF THE REGISTER Estate of ANNE BRUBAKER SHIELDS File No: 21-12- ~ 7~~ a/k/a: ANNE Y. BRUBA /KER AND NOW, ~~~~ ~~ ~ ~- ~ ~ , in consideration of the foregoing Petition, satisfactory proof having been pr sented before me, IT IS DECREED that Letters TESTAMENTARY are hereby granted to WILLIAM L. BRUBAKER AND JOANNE M. SCHELL in the above estate and (if applicable) that the instrument(s) dated 5/2711995 described in the Petition be admitted to probate and filed of record as the last Will (and Codicil(s)) of Decedent. r ,, /~ r E ( j' , Register of Wills L- ~"~ ~j. j~y. Form RW-Ol rev. 10/11/2011 ~ ~~~ ~~ .r,.. I,'~.\ , ,. ~~- j~-G~7k~~ ~ ~ ~ ~` ~r~~~~~~~ ~~~,~`~crf:l~-~r }'~I: ~~>: ~n~s. t~~(~;r~~.~l~. ~,t,;i{; 44J12 Jt1L 12 Ate 8~ 28 i./i ~ ` OR1'I-~~w ~ ~OU~ r CUMBERLAND CO•. PA b ~., 10 l_~CCfit~jtati(>I1 rU,TI~'ICi 0 G 2 "s I yY L 0 /vrlnt m enl <k ink COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS CERTIFICATE OF DEATH ..-_.... . 1. Decedent's Legal Name (First, Middle. Last, Suffiv) 2. Sex 3. Social Security Number 4. Dale of Death IMO/Day/Vr ISpell Mo) Anne Brubaker Shields emale 171-22-8513 July 7, 2012 Sa. Age-last Birthday IVrs) 56. Under 1 Vear Sc. Under 1 Da 6. Date of Birth lMo/D ay/Vear) ISpell Month) )a. Birthplace (City and S tate or Forei n Country) 4 Mentna Dayz Hqnr, MinPtea 1 Perkasie Penrlsy~vania 8 February 27, 928 ]b BirthpNce Icptinro Sucks Ba. Residence (State or foreign Country) Bb. Residence (Street antl Number- Include Apt NO.) 8<. Did Decedent Live in a Township? Penns lvania 2113 Foxfire Drive ve:. deeedem Ryea in t~nT,i=r u11eT, Be. Resmen<e lcPentvl Cumberland ee esiaenee lzp cnael 17055 ^Nn, ee<edem eyed wdhin limit: el _ <mv/bnrp. 9. Eve n US Armed farces] lO. Marital Status al Tlme of Death ®Marrietl ^ Widowed 11. Surviving Spouse's Name III wife, give name prior to (first marriage) pre ENO ^unknown ^Divorced ^NeverMarried ^Unkno Charles F" Shleld5 w 11. Father's Name (Firs[, Middle, Last, Suffix) 13. Mother's Name Prior to First Marriage (Flat, Middle, Last) Lloyd Yeakle Esther Swenk Ida. Informant's Name 14b. Relationship to Decedent Ibc. In/prmant's Mailing Adtlress (Street and Number, City, State, Zip Coder Charles E. Shields Spouse 2113 Foxfire Drive Mechanicsbur PA 17055 ......................................................... ........................................... 15a; Placeo Death C ec on gone) ...... ..................................... ..... . ... . .. If Death Occurretl in a Hospital: Inpatient ~ . . .. .. . .............................................................YY... .............................,..... If Death Occurretl Somewhere Other Than a Hospital. ^ Hospice Facility LJ Decedent's Home Emergency Room/Outpatient ~ Dead on ArrWal ~ ®Nursing Home/Long-Term Care Facility Other (Specify) 16b, Facility Name (lf no[ Institvtlon, give street and number; 15c. City or Town, State, and Zip Code 19tl. County of Death Mechanicsbur PA 17055 Cumberland 16a. Method o! Disposition Burial ~ Cremation 16b. Date of Disposition 16c. Place of Disposition NName of cemetery, crematory, os other glare) ^Removalfmm state ^Denatie" July 10, 201 Mechanicsburg Cemetery ^ Drber lsped+vl 16e. location of Disposition (City or Town, State, and Zip) 1]a. Slgna f Funeral Service e r Person in Charge of Interment 1]b. license Number Mechanicsburg, PA 17055 _ ~/ FD-138630 Pc. Name antl complete Address of Funeral Facility 18. Decedent's EducaHOn -Check [he box that best describes the 19. Decedent of Hispanic Origin -Check the 20. Decedent's Race -Check ONE OR MORE races to Indicate what highest degree or level of school completed at the time of death. box that best describes whether the decedent [he decedent considered himself or herself to be. gtn gratle or less Is Spanisn/Hispanic/Latino. Check the "Np" White ^ Korean No diploma, 9th - 12th grade box if Decedent Iz not Spanish/Hispanic/latino ^ Black or A(rlcan American ^ Vietnamese ^Hlgh schoolgraduateor GED Completed $)NO, not Spanish/Hlspamc/tatino ^American lntllan or Alaska Native ^Other ASlan Same college credit, but no degree ~ Ves, Mexican, Mexican American. Chicano ~ Asian Indian ~ Native Hawaiian Associate degree le.g. AA, AS) ^ Yes, Puerto Rican ~ Chlnes< ~ Guamanian or Chamorro Bachelor's degree e.g. BA, AB, BS) ^ Yes. Cuban ^ Filipino ^ Samoan Master's degree le.g. MA, MS, MEng, MEtl, MSW. MBA) ^ Yes, other Spanish/Hispanic/Latino ~ lapanese ^ Other Pacifi<ISlander ^ Doctorate le.g. PhD, Ed D)or Professional degree (Specify) ^ Other SSpecify e.. MD, DDS, DVM, lL8 1D 21. Decedents Single Race Selt-pesignatlon -Check ONLY ONE [o indicate what [he decedent consideretl himself or herself [p be. 22a. Decedent's Usual Dccupau n ~ Indicate type of work ~Whrte ^lapanese ^Samoan doneduringmost of working life. DO NOT USE RETIRED. ^Black or gGican American ^Korean ^aher Paedm Hlande' Health/Ph s Ed Teacher ^ American lntllan or Alaska Native ^ Vietnamese ^ Don't Know/NOI Sure y Asian Indian ^ Other Asian ~ Refused ZZb. Kind of Business/Intlustry ^ C6lnese ^ Naty<Hawallan ~ Other ISpecl(yj filipino ^ Guamanian or Chamorro Education ITEMS 23R-23d MUST BE COMPLETED 33a. Da le Pronounced ead IMO/DaV/T"rl 23b. Signature of person Pronouncing Death (Only when applicable) 23c. Ucense Number BY PERSON WHO PRONOUNCESOR CERTIFIES DEATH n Q I On riI OI~ I I L ~^ ~ ~~~~~~~~ 23d. Da a Signe9lMo/Day/Yrl 24. Time o Death I ~~ V 7 ~7 f ZO I Z n ~ CJ ~ ~ Z5. Was Medical Examiner or Coroner Contacted? ^ Ves CAUSE OF DEATH o Apvroxlmate 26. Part I. Enter the chain of events~~diseases, injuries, or complications~~[hat directly caused the death. DO NOT enter terminal events such as cardiac arrest Interval: respiratory arrest, or ventricular fibrillatio hout showing t tiol i On set to Death n w it h e e o g y. DO NO ABBREVIATE. Enter only one cause on a Ilne. Add addlUOnal lines II necessary ~ t ~/ _ ~ s / ' ' / ~ ~ ~ , / - IMMEDIATE CAUSE -----_--s a. -/~~ . ~•~-~/~-a~ _. _-. __--____. _--.-. _ ~a'm0 ~ (final tlisease or contlltion Uue to Ior as a consequence of): resulting in dea[M1) A LQ ~ y e L _ b -•^ y ~ Sepuentially (lit conditions, Uue [o or~saconzepuence of). if any, leading to the cause 6 `q",-e(J[A,CK~'fLn'.~'" / r~ listed on Ilne a. Enter the UNDERIVING CAUSE Due [o Ior as a consequence o/l. lei:ease or in)u Thal ry imnuea trio eyenn re:wtmg a. rn aeathl tAST Dye to for as a <pnaepnen<e or). 16. Part II. Enter other sienlficant conditions contributlne [o death but not resulting In [he underlying cause given rn Part I 1J. Was an autopsy pe coed] ^ Yes ~No 1B. Were au[opsV findings available to omplete the cause of deathl < ~ Y ^ No es 39. If Fe ale: 9 ' 30. Did T bacco Use Contribute to Deaths p 31 Ma er of Death l y-d,/ N ot pregnant within pas[yea~ rz~~/Y ez ^ Probably a[ural ^ Homicide ~l a~ Pregnant at time of death 'Q No ^Unknown ^ Accident ^ pending Investigation ~ Not pregnant, but pregnant within 41 tlays of dead ~ Suicide ~ Could not be determined 0 Not pregnant, but pregnant d3 daYS to 1 year before death 32. Date o! Injury IMO/Day/Yr) ISpell Month) Unknown ((pregnant within the past yeas 33. Time of Injury 34. Place of Injury Ie.g. home; construction site; farm; school) 35, Location of Injuy (Street and Number, Ciry, State, Zip Code) 36. In)ury at Work 3]. If transportation Injury, Specify: 38. Describe How Injury Occurred-. Yes ^ Driver/Operator ^ Pedestrian No ^ passenger ^ Other l6pecify) 39a. Certifier (Check only one): Certifying physician -TO the best pf my knowledge, death occurred due to the causels) and manner stated Pronouncing & Certifying phYSiclan -TO [he best of my knowledge, tleath occurred at the time, date, and place, antl due to the causels) and manner stated h causels) an d m a n ner st at ed ^ Medical Evaminer/Coroner ~ On the bails of examinatl nand/or investigation, in my opinion, tl th occurred at the time, date, and place, and due to t e / y ' ~ / ~ y ~ ( ' C C ~ ~«~~ s Slgnatur title of <ertlFler_f License Number[/ Cf - 396. N me, Addr and Zlp o Pf Pe n Completing Cause of Dea h Item 26) 39<. Date Signed (Ma/Day/Yr) d,~2~ Le.E c /~sd ss- tl~ d .Registrar District Number dl. R/ Is hr's Signa tiro d2. Registrar Flle Date IMO/Day r) ~ I • ~ l ~ ~~ ~• . OC w '7 ,~o tai z 43. Amendments H 106 103 DrsPnamrnn Permu NP._ 0729471 _. - REV m/zou hl ' ~ ~ N ~ -~* ~ ~7 _.. C L J C_? ~~ ~- i1..1 (,} ~= ~ G" IV ~ ~ c LAST WILL AND TESTAMIIQ`P U ~~ - _. f : ~=~ s ;; O ~ ~ ue ; " I, ANNE Y. SHIELDS, (formerly Anne Y. Brubaker) of Up~r AlleuN = ` Township, Cumberland County, Pennsylvania, being of sound mind, memory anc~' understanding, do make, publish and declare this to be my Last Will and Testament, hereby revoking and making void all former wills, codicils and other testamentary dispositions by me at any time heretofore made. 1. I direct my executors, hereinafter named, to pay as soon as practicable after my decease all my legally enforceable debts and the expenses of my last illness and burial. 2. If my husband, Charles E. Shields, is residing in our family home at 2113 Foxfire Drive, Upper Allen Township, Cumberland County, Pennsylvania, at the time of my decease, then and in that event I order and direct that my executors hereinafter named, shall continue to hold my undivided one-half (Z) interest in and to said family home, and shall permit my husband to continue to reside therein without obligation for rent as long as he desires or until the occurrence of an event described in the following sentence, provided that he shall pay and be responsible for all real estate taxes assessed against the said property, all reasonable expenses of normal repair and maintenance, and all normal household and utility expenses, including but not necessarily limited to heat, electricity,_ telephone, cable television, gas, water, sewer and refuse services, and provided further that he shall, at his sole expense, keep the said property fully and properly insured against loss by fire or other casualty, with a policy or policies of insurance listing him and my executorsor estate as insureds, as their respective interests may appear. At such time as my husband shall no longer reside in or inhabit the said family home, or upon his death, remarriage or cohabitation therein with a person of the opposite sex, then my executors hereinafter named, shall proceed to liquidate my undivided one-half (z) interest therein by public or private sale, action in partition, or otherwise, and the net proceeds thereof shall be distributed in accordance with the terms of Item 4, below. 3. As permitted by the terms of a Prenuptial Agreement executed by Charles E. Shields and me on January 24, 1995, I have made no further provision for my husband, Charles E. Shields in this Will. 4. I give, devise and bequeath all the rest, residue and remainder of my estate, whatsoever and wheresoever situate, unto my children, William L. Brubaker and Joanne M. Schell, equally, share and share alike providing they survive me by sixty (60) days. 5. Should either of my children, William L. Brubaker and Joanne M. Schell, predecease me or die on or before the sixtieth (60th) day following my death, then and in that event, I give, devise and bequeath the share of my estate to which my deceased child would have been entitled had he or she survived me by more than sixty (60) days to the trustee hereinafter named, to be divided into as many shares as there are children of my deceased child, each share to be held, IN SEPARATE TRUST, for the following uses and purposes: A. To expend and apply so much of the net income (any income not expended or applied to be accumulated and added to principal) and so much of the principal of each trust as the trustee shall consider advisable for the support and education (including post high school education) of the beneficiary of that trust, until he or she attains the age of eighteen (18) years. Thereafter to pay to such child the net income together with so much of the principal thereof as the trustee shall consider advisable for the support and education (including college education, both graduate and undergraduate) of such child after taking into consideration his or her other readily available assets and sources of income, until he or she attains the age of twenty-five (25) years at which time any undistributed income and then-remaining principal shall be distributed outright to the beneficiary of that trust. B. Should any beneficiary of any trust die before attaining the age of twenty-five (25) years, all undistributed income and then-remaining principal shall be distributed to his or her then-living issue, per stirpes, and in default of such issue, shall be added to the shares of my other then-living grandchildren, or of the then-living issue of my grandchildren, who are the deceased, per stirpes. 6. I appoint PNC Bank, National Association, of Mechanicsburg, PA, guardian of any property which passes, either under this Will or otherwise, to a minor and with respect to which I am authorized to appoint a guardian and have not otherwise specifically done so. Such guardian shall have the power to use principal as well as income from time to time for the minor's education (including post high school education), support and welfare, or to make payment for these purposes, without further responsibility, to the minor, to the parent of the minor or to any person taking care of the minor. 7. My personal representative, trustee and guardian shall have the following powers in addition to those vested in them by law and by other provisions of my Will applicable to all property, whether principal or income, including property held for minors, exercisable without court approval, and effective until actual distribution of all property: A. To retain any or all of the assets of my estate, real or personal, without restriction to investments authorized for Pennsylvania fiduciaries, as they deem proper, without regard to any principle of diversification or risk. B. To invest in all forms of property, without restriction to investments authorized for Pennsylvania fiduciaries, as they deem proper, without regard to any principle of diversification or risk. C. To sell at public or private sale, to exchange, 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 or conditions as they deem proper. D. To allocate receipts and expenses to principal or income or partly to each as they from time to time think proper in their sole discretion. E. To make distribution in cash or in kind, or partly in cash and partly in kind, and in such manner as they may determine, and at valuations finally to be fixed by them. 8. I appoint PNC Bank, National Association, of Mechanicsburg, PA, trustee of any trust created by this my Last Will. 9. I hereby nominate, constitute and appoint my said children, William L. Brubaker and Joanne M. Schell, and the survivor of them, executors of this my Last Will and Testament. 10. I direct that my executors, trustee and guardian shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHE[2NOF, I ANNE Y. SHIELDS, (formerly Anne Y. Brubaker) the Testatrix, have hereunto set my hand and seal to this my Last Will and Testament this ~-~ day of ?~ ~ 1995. ~~ L (SEAL) Signed, sealed, published and declared by the above named ANNE Y. SHIELDS, (formerly Anne Y. Brubaker) 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 thereto. COMMONWEALTH OF PENNSYLVANIA ss. COUNTY OF CUMBERLAND I, ANNE Y. SHIELDS, (formerly Anne Y. Brubaker) whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn to and acknowledged before me by ANNE Y. SHIELDS, (formerly Anne Y. Brubaker), the Testatrix, this ~. -~ day of Vii-, , 1995. ANNE Y. S LDS (formerly Anne Y. Brubaker) ~_ Notary P 'c Notarial Seal Sheny L Sirianr>i, Notary Public I~Aechanicsburg Boro, Cumberland Couriiy MY Commis,an Expires Aug. 25,1997 Member, Penns aniaAssa:iation of Notaries COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the Testatrix, ANNE Y. SHIELDS (formerly Anne Y. Brubaker), sign and execute the instrument as her Last Will; that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix, signed the Will as witnesses; and that to the best of our knowledge the Testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn to and subscribed before me by ~ ,witnesses, this ~7 f day of /tee , 1995. _ C-~l I - ' ~~~------ Wit~ne-ss~ !1 Witness l~M,~, An~~- Notary Publ c Notarial Seal Sherry L. Sirianrn, Notary Pubfic Mechanicsburg f3oro. Cumberland Courriy My Comimssion Expires Aug. 25,1997 Member, Pennsylvarwa Assoaation of Notaries