HomeMy WebLinkAbout09-11-12Wesel
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 aunronriate form:
Decedent's Information
Name: IDA Z. ARMS
a/k/a:
a/k/a:
a/k/a:
Date of Death: August 24, 2012
~~ ~ ~
File No: ~' ~ _ l
(Assigned by Register)
Social Security No:
Age at death: 86
Decedent was domiciled at death in Cumberland County, Pennsylvania (Sra:e) with his/her last
principal residence at 14 Country Club Place West Came Hill PA 17011 Cumberland
Street address, Poat Office and Zfp Code City, Township sir Borough County
Decedent died at 100 Mt. Allen Drive Mechanicsbur _ Cumberland PA
Street address, Poet Omce and Zip Code City, Township or Borough County State
Estimate of value of decedent's property at death:
Ijdomiciled in Pennsylvania ............................ All personal property $_ 1,300,000.00
Ijnot domicJled In Pennsy[vania ........................ Personal property in Pennsylvania $
ljnot domiciled in Pennsy[vania ........................ Personal property in County $
Value ofreaf estate in Pennsylvania ......................................................... $ 199,nnn nn
TOTAL ESTIMATED VALUE.... $ 1.499.000 00
Real estate in Pennsylvania situated at 14 Country Club Place West Camp Hill PA 17011 East F'ennsboro Township Cumberland
(Attach addiiianal sheets, ijnecessary.) Slreet address, Poet Omce aad Zip Code Clty, Township or Borough Couuty
® A. Petition for Probate and Grant of Letters Testamentary
Petitioner(s) aver(s) he/she/they is/aze the Executor(s) named in the last Will of the Decedent, dated duly 21, 2008 and Codicil(s)
thereto dated -
Stale relevant dreumatances (eg. renunclaNan, death ojexecutor, etaJ
Except as follows: afterthe execution ofthe ins[mment(s)offered forprobate Decedent did not marry, was no[divorced, was notaparly toapending
divorce proceeding wherein the grounds for divorce had been established as defined in 23 Pa. C.S. § 3323(8), and did no[ have a child bom or
adopted; and Decedent was neither the victim of a killing nor ever adjudicated an incapacitated person.
Q NO EXCEPTIONS Q EXCEPTIONS
B. Petition for Grant of Letters of Administration (If applicable)
c.t.a., d.b.n., d. b.n. c. t.a., pendente lire, durante absentia, durante minoritate
If Administration, c.t.a. ar d.b.n.c.t.a., enter date of Will in Section A above and comalete list of heirs.
Excep[ as follows: Decedent was not a party toapending divorce proceeding wherein the grounds fs 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 Q EXCEPTIONS
Petitioner(s), after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if aim and heirs~rach
additional sheets, efnecessary): ,~,~ ~ ,~
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Name Relationshi Addre ~ ~ ~ =.~, ~'=ci
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Form RW-02 rev. roilumtt Page 1 of 2
Oath of Personal Representative
COMMONWEALTH OF PENNSYLVANIA }
} ss:
COUNTY OF CUMBERLAND 1
REf,Ou`;T ; ;~ ~fCE OE
- c~ Lc
.. _ ,,
Petitioner(s) Printed Name Petitioner(s) Printed A'd 5
Susan Arms 260 Stone Creek Road Dau hin PA 17018
OFPw;v'; CUURt
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 Deoe the Petitioner(s) ll well and truly administer the estate according to law.
Sworn to or affirmed and subscribed ~tgfore ,~~ ~~i~~~~ Date ~2
me this ~ y / 2 Harp
By:
For the R ster
BOND Required: Q YES Q NO
FEES:
~j /
1IV
Letters .................. .... $
( ~) Short Certificate(s).. .... ~~
( )Renunciation(s)...:. ... .
( ) Codicil(s) ....... .. ... .
( )Affidavit(s)........ ... .
Bond .................... ....
Commission....... .
....
Other ~~/. t /
.. .... !J
Automation Fee ........... ....
JCS Fee ................. .... ~_
TOTAL ................. .... $ 0 0.00
Date
Date
To the Register ojWi[Is:
Please enter my appearance by my signature below:
Attorney Signature:
i' I ~.
~f /f/tom ~ / ~~
Printed Nafie: James D. Cameron
Supreme Court
ID Number: 58998
Firm Name: James D. Camieron, Esq.
Address: 1325 Nnrth Front Street
Hartiabnro PI\ 17102
Phone: (717)236-3755
Fax: (717)236-3655
Email rdrPC i~lnralr et cnm
DECREE OF THE REGISTER
Estate of IDA Z. ARMS File No: ~ I ~ I ~ '/L_
a/k/a:
AND NOW, 11~ ~ ~ ~( 1 ~, in consideration of the foregoing Petition,
satisfactory proof having be~i presente before me, IT IS DECREED that Letters Testamentary
are hereby granted to Susan Arms
in the above estate and (if applicable) [hat
the instrument(s) dated h[lv 21, 2008
described in the Petition be admitted to probate and
as the list Will (and
Form RW-02 rev. IOarnal ~~"- _ I ~ ~ v ~ Pa~e~l oft
H m9.NOS RpV ~tlP n
LOCAL` n, t~~~ 'S CERTIFICATION OF DEATH
WARNIN : ItiJ-hlegal"~ I uplicate this copy by photostat or photograph.
?~IiSFP i I PW I: na
ree ror mrs cert[[[cate, $b.Ull
P 18616137
Certification Number
Tvpa/Prim m
~~
1
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3
This ir, to certify that the inforrnation here given is
correctly copied from an original Certificate of Death
•-- ~ ~ .: ~ duly filed with me as Local Registrar. The original
/~ ~RpPFIAIV'0 (ilJl~~1T certificate will be forwarded to the State Vital
Ii~MOCRL~~ C~.. PA Records Office for permanent filing.
~zJ'1~~~ AU~G 2 7~I012
Local_ Registrar Uate Issued
coMMONWEgLTH of eErvrvsyLVgrvlq • pEPAPTMErvT OF HEALTH -VITAL P[coRDs
!'CQTECEf`ATC Il
Deceaenc'a Legal Name (Hies[, Mladle. Last Su(ilxl S S Stab Flle Number:
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REV O)/3011
LAST WILL AND TESTAMENT
OF
IDA Z. ARMS
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I, IDA Z. ARMS, presently residing and domiciled in East Pe;nnsboro Toirip,
Cumberland County, Pennsylvania, hereby declare this to be my Last Will and y ~
Testament, and I hereby revoke any and all prior wails and codicils previously made by
me.
ITEM I: All my personal effects, clothing, furniture, furnishings, jewelry,
automobiles, other tangible personal property of every kind, and insurance thereon, I give
to my brother, KENNETH EUGENE ARMS, and his children, KENNETH EDGAR
ARMS, MARGARET ARMS SHAFER, and SUSAN ARMS, to be divided among them
as they may agree, or, if they are unable to agree, as my Executrix shall decide.
Notwithstanding any statutory provision to the contrary, I spE;cifically intend
That each beneficiary under this Item I shall be responsible for any packing, shipping, or
other moving costs incurred with regazd to any item of tangible personal property which
he or she receives hereunder.
ITEM II: Specific Bequests.
I hereby make the following specific bequests:
A. I give and bequeath the sum of Ten Thousand Dollars ($10,000.00) to the
RADIO READING SERVICE OF THE TRI-COUNTY ASSOCIATION FOR THE
BLIND, Harrisburg, Pennsylvania.
B. I give and bequeath the sum of Twenty Thousand Dollars ($20,000.00) to
TRINITY EVANGELICAL LUTHERAN CHURCH, Camp Hill, Pennsylvania.
C. I give and bequeath the sum of Ten Thousand Dollars ($10,000.00) to the
ALUMNI SCHOLARSHIP FUND OF HALIFAX HIGH SCHOOL, Halifax,
Pennsylvania.
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D. I give and bequeath the sum of Ten Thousand Dollars ($10,000.00) to the
F.M. BARRICK LIBRARY FUND OF HALIFAX HIGH SCHOOL., Halifax,
Pennsylvania.
ITEM III: All the rest, residue, and remainder of my estate I give, devise, and
bequeath as follows:
A. Twenty-one percent (21%) to my brother, KENNETH EUGENE ARMS, per
stirpes.
B. Twenty-two percent (22%) to my niece, SUSAN ARMS, per stirpes.
C. Twenty-one percent (21°roj w my lriaue, MARGARET A. SHr~FER,~er
stirpes. While I understand that she is not obligated to do so, it is my 'desire that my
niece, Margazet, contribute forty percent (40%) of this gift to any such tuition assistance
accounts (529 plans) which have been established for the benefit of her children who are
living at the time of my death, to be used for the post-secondary or graduate education of
her children.
D. Twenty-one percent (21%) to my nephew, KENNETH EDGAR ARMS, per
stirpes. While I understand that he is not obligated to do so, it is my desire that my
nephew, Kenneth, contribute forty percent (40%) of this gift to any such tuition
assistance accounts (529 plans) which have been established for the benefit of his
children who are living at the time of my death, to be used for the post-secondary or
graduate education of his children.
E. Fifteen percent (15%) to the FOUNDATION FOR INDIANA UNIVERSITY
OF PENNSYLVANIA, to be used in accordance with the endowment agreement between
myself and the Foundation which is in effect at the time of my death..
ITEM IV: Should any of the gifts in Item III, above, fail for want of an included
beneficiary (for example, should my niece, Susan, pre-decease me leaving no issue), then
the said gift shall be divided, pro-rata, among the family members who benefit from the
other gifts in Item IIl.A, IILB; IILC,; and IILR; above
ITEM V: If any income or principal shall be payable to any person who has not
attained the age of twenty-one (21) years at the time of my death, or who, in the
discretion of my Executrix, is incapacitated for any reason, then I direct that his or her
shaze shall be paid, instead, to my hereinafter-named Trustee, to be held in trust,
nevertheless, for the benefit of any such person.
Trustee shall be entitled to apply any such principal and income for the health,
maintenance, support, and education of any such person, without the appointment of a
guardian and without any authority of court.
Trustee may directly apply any such principal and income, ar Trustee may pay
income and principal to the parent or other person in charge of any such person, or to a
guardian, or to a custodian under the Uniform Gifts to Minors Act or the Uniform
Transfers to Minors Act.
As to education, Trustee shall pay no more than he or she deems necessary, taking
into consideration all financial resources available to any such person, including but not
limited to, financial aid programs and employment. Trustee shall make no payments on
behalf of any such person which would reduce any financial aid to which he or she would
otherwise be entitled, or which would disqualify him or her from receiving any such aid.
Trustee may directly appiy uny such principal and in.,orne, or Tnrstec may pay
income and principal to the parent or other person in charge of any such person, or to a
guardian, or to a custodian under the Uniform Gifts to Minors Act or the Uniform
Transfers to Minors Act.
Trustee shall distribute the remaining principal, and any accrued or undistributed
income, to the said beneficiary upon the attainment by him or her of the age of twenty-
one (21) years, or upon the termination of incapacity, outright and free of all trust.
If any such beneficiary dies prior to attaining the age of twenty-one (21) years,
Trustee shall pay his or her share to his or her surviving siblings, or, if no surviving
siblings, to his or her issue, per stirpes, upon the terms and conditions contained herein.
ITEM V L• No interest in income or principal of any trust created hereunder shall
be assignable by a beneficiary or available to anyone having a claim. against a beneficiary
before actual payment to a beneficiary.
ITEM VII: All estate, inheritance, and other death taxes, together with any
interest and penalties thereon, payable with respect to any interest passing under this my
Last Will and Testament or otherwise, shall be paid out of the principal of my residuary
estate without apportionment. It is my specific intention that all inheritance or estate
taxes payable upon any bequest to anon-charitable beneficiary shall be paid from the
residue of my estate before the division stated in Item III, and that no such tax shall be
apportioned against the share of any non-charitable beneficiary. I understand that this
procedure will reduce the amount which would otherwise be received by any charitable
beneficiary; nevertheless, it is my intention that all inheritance and/or estate taxes be paid
prior to the calculation of the percentages set forth in Item III, above.
ITEM VIII: I appoint my niece, SUSAN ARMS, as Executrix and Trustee of this
my Last Will and Testament. I direct that my Executrix and Trustee shall not be required
to furnish security in any jurisdiction.
If my niece, Susan, is unwilling or unable to serve, then I appoint my nephew,
KENNETH EDGAR ARMS, as my Executor and Trustee, to serve without bond.
If both my niece, Susan, and my nephew, Kenneth, are unwilling or unable to
serve, then I appoint Susquehanna Bank as my Executor and as my Trustee.
IN WITNESS WHEREOF, I have hereunto set my hand and seal, this 2151 day of
July, 2008.
'~~ ' ~~(SEAL)
IDA Z. ARM
WITNESSETH: The foregoing instrument was, on the date stated above, signed,
published, and declared by IDA Z. ARMS, the Testatrix named therein, as and for her
Last Will and Testament, in the presence of us, who at her request, inn her presence and in
the presence of one ayedier~ have subscribed our names as witnesses thereto.
Address
Address
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Witness
Address
,~i„~C,,t_ i ~aa-
Address
ACKNOWLEDGEMENT
Commonwealth of Pennsylvania
ss.
County of Dauphin
AND NOW, this 21st day of July, 2008, I, the Testatrix whose name is signed to
the attached or foregoing instrument, having been duly qualified according to law, do
hereby acknowledge that 2 signed the ~nstrumeyit as m} Last WiII and Testament, that I
signed it willingly and as my free and voluntary act for the purposes expressed therein.
IDA Z. ARMS '
Sworn to, subscribed, and acknowledged before me by IDA Z. ARMS, the
Testatrix, known to me, this 215` day of July, 2008.
Notary Public
My Commission Expires:
rO~~,+ON•fJtALTH Oi= PENNSYLVANIA
NofariaV Seal Public
SfYma R. GeVr:~. Notary
City Of Harisburu„ (?auphin County
iNy Commi<_sion. Expires Juy 20, 2010
"" ,.~i~ ~ ~s,~cla'ion of Notaries
AFFIDAVIT
Commonwealth of Pennsylvania
ss.
County of Dauphin
AND NOW, this 21s` day of July, 2008, we, JAMES D. CAMERON and
CYNTHIA L. CAMERON, the witnesses whose names aze signed to the att~chzd or
foregoing instrument, being duly qualified according to law, do depose and say that we
were present and saw the Testatrix sign and execute the instrument as her Last Will and
Testament; that she signed it willingly and executed it as her free and voluntazy act for
the purposes therein expressed; that each of us in the heazing and sight of the Testatrix
that tame at letast eighteen (18) yeazstof agee of sound mi d~ ana tginder no constraint or t
undue influence.
Swom to and subscribed before me by JAMES D. CAMER'.ON and CYNTHIA L.
CAMERON, the witnesses, known to me, this 21S` day of July, 2008.
Notaty Pu'ohv
My Commission Expires:
COMMONWEALTH iJr PENNSYLVANIA
~-----' Notarial Seal
I Shana R. Geyer. Notary Public
City Of Harrisburg.. Dauphin County
My Commission Expires July 20, 2010
M9irb5'. °'^~"' h~: ~ ~ •~o',a'ion M Notaries
W' ess