HomeMy WebLinkAbout12-17-12PETITION FOR PROBATE AND GRANT OF LETTERS
Register of Wills of Cumberland County, Pennsylvania
Petitioner, named below, who is 18 years of age or older, applies for Letters as specified below, and in support thereof,
avers the following and respectfully requests the grant of Letters in the appropriate form::
DECEDENT'S INFORMATION
Estate of GEORGANNA L. STEVENS File No. ~ ~ - ~ ~ - ~~ f
a/k/a Georgeanna L. Stevens Deceased Social Security No. 212-62-0412
Date of Death: November 21.2012 Age at Death: 59
Decedent was domiciled at death in CUMBERLAND County, Pennsylvania, with her last family or principal residence at
street,
rntle)
Decedent died at 16 Salt Road Enola 17025 East Pennsboro Township Cumberland Co. PA
List street, address, Post Office and zip code city, township or Borough County State,
Decedent at death owned property with estimated values as follows
(If domiciled in PA) All personal property .....................................................................$ 1 126.900.00
(If not domiciled in PA) Personal property in Pennsylvania .....................................$
(If not domiciled in PA) Personal property in County ....................................................$
Value of real estate in Pennsylvania ......................................................................................................................$ 173.100.00
Total .........................................................................................................
Real Estate situated as follows: 16 Salt Road Enola.
(attache additions/sheets ifnecessaryJ Street address, Post Office and Zip
or
0 A. Petition for Probate and Grant of Letters Testamenfarv
Petitioner avers he is the Alternate Executor named in the Last Will of the Decedent, dated June 9. 1998
e.g.
of Executor, etc.
Except as follows, After the execution of the instrument offered for probate, Decedent did not marry, was not divorced, and
was not a party to a pending divorce proceeding at the time of death wherein grounds for divorce has been established as
defined in 23 Pa.C.S.A. § 3323(8) and did not have a child born or adopted and the Decedent was neither the victim of a
killing and was never adjudicated an incapacitated person
D NO EXCEPTIONS ^ EXCEPTIONS
^ B. Petition for Grent of Letters of AdminisVation (if applicable)
enter: c.t.a.; d.b.n.c.t.a.; pendent elite; durante absentia; durance minoritate
If Administration, c.ta. or d b.n.c.ta., enter the date of Will in Section A and complete list of heirs
Except as follows: Decedent was not a party to a pending divorce proceeding at the time of death wherein grounds for
divorce has been established as defined in 23 Pa.C.S.A. § 3323(8) and was neither a vi Im of a killla,~"' and was never
adjudicated an incapacitated person C ^' m ~
~ ~ o c> ~,
^ NO EXCEPTIONS ^ EXCEPTIONS Ro -° r, ~ ~! ~
Petitioner, after a proper search, has ascertained that Decedent left no Will and was
any) and heirs (attached additional sheets, if necessary)
t~
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
Name
Official Use Only
R CORDED 0'`-''~c Qc
EG157ER OF ':'"'~'_S
JR.
1849 W. LiseurtN ~5~,\Y C-
The Petitioner above-named swears or affirms that the statements in the~p6~p~~n~•trU~and correct to the
best of the knowledge and belief of Petitioner and that, as pers al representative of the Decedent, Petitioner will well and
truly administer the estate according to law. //
Sworn to and affirmed and subscribed ~ ~~ %'~~"~t'~~ ~' l ~~ ~ ~ ~
Before me this / ~ day of
2012.
F the Register
BOND Required
FEES
Letters ...........................
~'~Short Certificate(s)
{ }Renunciation ..............
{ )Codicil(s)
{ )Affidavit(s) ..................
Bond
Commission
Other
^ YES ~ NO
$~_
$ q~
$ /~ -
_ $
Automation $~
JCP Fee ....................... $ -
TOTAL......... $~ ~ SZS-
To The Register of Wills
Please enter my appearance by my signature below:
Attorney Si nature:
~~
Printed Name: EDMUND G. MYERS
Supreme Court
I.D. No: 20558
Firm Name: Johnson Duffie Stewart & Weidner,
Address: 301 Market Street P.O. Box
Lemoyne PA 17043
Phone: 717-761-4540
Fax: 717-761-3015
Email: EGMCa)idsw com
DECREE TO THE REGISTER
Estate of GEORGANNA L STEVENS a/k/a Georgeanna L. Stevens ,Deceased. File No~~/Q'--
Social Security No: 212-62-0412 _ Date of Death: November 21 2012
AND NOW, ~.`, ~ ~ , 2012, in consideration of the foregoing Petition,
satisfactory proof having been presented before me, IT IS DECREED that Letters Testamentary are
hereby granted to Floyd A. Fahnestock, Jr. in the above estate and that the hnstrument dated June 9. 1998
described in the Petition be admitted to probate and
as the L~$~ Will)of the
i~
RENUNCIATION
REGISTER OF WILLS
CUMBERLAND COUNTY, PENNSYLVANIA
Estate of GEORGANNA L. STEVENS ,Deceased
I, ESTHER R. BERGSTRESSER , in my capacity as Executrix named in the Will of the above
Decedent dated June 9, 1998, hereby renounce the right to administer the Estate of the Decedent and
respectfully request that Letters Testamentary be issued to FLOYD A. FAHNESTOCK, JR., Alternate
Executor.
WITNESS my hand this ~3L day of Qf~-~+~'~c , 2012.
(Date) ESTHER R. BERG SSER
Oakhurst Manor
4500 Oakhurst Boulevazd
Apartment 238
Harrisburg, PA 17110
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~ ~_, Before the undersigned personally appeared the
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party executing this Renunciation and certified
that she executed the Renunciation for the
p/uLrposes stated within on this ~ "day of
~(,p,.as6tr, 2012.
Notary Public 1~ ~ (~ 2
My Commission Expires: JcM"WA/'y ~ l , ~IJ
:529761
COMMONWEALTH OF QENNSYLVANIA
Notanat dal
Anne H. McCullough. Notary Public
Earl Hempfieltl Twp., Lancaster County
My Commission Expires Jan. 14, 2013
LOCAL REGISTRAR'S CERTIFICATION OF DEATH
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Ivice for this certificate. $6.00
Certification Number
.~l
RECORDED OFci!
REGISTER OE '~
2~I2 GEC 17 P~1
This is to certify that the information here given is
correctly copied from an original Certificate of Death
duly bled with me us Local Registrar The original
certificate will he forwarded to the State Vital
Records Office for permanent tiling.
CLERK CF ,.1. ~~- (i~~/~11.G~ GPZ/ ~ ( ~,7GLz
ORPHANS COlltt! Local egistrar Date Issued
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Dbpcw[bn iermM1 No. 083.~ye t ~ N9V D"I.zO,3
t
LAST SQILL AND TESTAMENT
~ ^;
~ ~ m
OF ~~ =? ~o
m~~ <-~ ins
~ y r F~ n i, rYi
GEORGANNA L. STEVENS ,r,, ~ ~ -~ ~ ~
'" CY? lc U ~=~
c5:i -" -n "%"i
I, GEORGANNA L. STEVENS of Enola, Cumberland, County, r:, rrr
. r , u~ n
Pennsylvania, declare this to be my Last Will and revoke an`y Will
or Codicil previously made by me.
ITEM I: I direct that all taxes, interest or penalties
that may be assessed in consequence of my death, of whatever
nature, by whatever jurisdiction imposed, and on whatever
property imposed, shall be paid from my residuary estate as part
of the expense of the administration of my estate, without
apportionment.
ITEM II: I hereby authorize and empower my Executrix,
hereinafter named, to sell any or all of the real property and
personal property which I may own or to which I am entitled at
the time of my death, in the sole discretion of my Executrix, at
private or public sale, without an Order of Court, at such time
or times and upon such terms as the said Executrix shall deem
appropriate for the best interests of my estate (or my
beneficiaries) thereby converting the same into cash. I further
authorize and empower my said Executrix to execute, acknowledge
and deliver all proper writings and deeds of conveyance and
transfer thereof.
ITEM III: I bequeath all of my jewelry, including that
inherited from my grandmother and my mother, to my Co-Trustees,
hereinafter named, to be held for distribution to my daughter,
DEBORAH LYNNE KEELEY, if and when my individual Co-Trustees, JOHN
A. BERGSTRESSER and ESTHER R. BERGSTRESSER, in their sole
discretion, deem it to be appropriate. Upon the death of my said
daughter prior to distribution to her of all such items of
jewelry, said items shall be distributed in accordance with the
provisions of the Trust set forth hereinafter in Item V.
ITEM IV: I direct that any pets which I may own at the
time of my death shall not be euthanized or placed into an animal
shelter. Instead, I direct my Executrix to make every reasonable
attempt to permit the said pets to be maintained in the same
2
household as that of my daughter, DEBORAH LYNNE KEELEY, if my
Executrix, in her sole discretion, deems it to be appropriate.
In the event that this is not possible, I direct that my
Executrix shall have the said pets adopted into good caring
homes.
ITEM V: I devise and bequeath the residue of my estate,
of every nature and wherever situate, to my Co-Trustees,
hereinafter named, IN TRUST, to be invested and managed as
follows:
A. As much of the principal and income of this Trust
as the Co-Trustees, in their sole discretion after
due consideration of all other assets and sources
of income and support, including entitlement to
federal and state public assistance benefits, may
from time to time think advisable for the health,
maintenance, support or education, including
college and post-graduate education, of my
daughter, DEBORAH LYNNE KEELEY, or any of her
issue, shall be either paid to that person or
applied directly for that person's benefit by the
Co-Trustees. It is my express intention and
desire that my said daughter assume reasonable
responsibility for her own financial support and
maintenance, and I direct that my Co-Trustees give
due and appropriate consideration to her
contribution and to her reasonable responsibility
for her own support in determining what portion,
if any, of the principal and income of this Trust
is necessary or advisable to provide for the
3
health, maintenance, support or education of my
said daughter, or any of her issue.
B. It is my desire that my home at 16 Salt Road,
Enola, East Pennsboro Township, Cumberland County,
Pennsylvania, or any other primary residence I may
have at the time of my death, be maintained by my
Co-Trustees as a possible residence for my
daughter, DEBORAH LYNNE KEELEY, in the event that
my said Co-Trustees, in their sole discretion,
deem it to be appropriate for her to reside there
immediately following my death or within the
reasonably foreseeable future.
C. Upon the death of my daughter, DEBORAH LYNNE
KEELEY, or upon my death in the event that she
fails to survive me, the then-remaining principal
and any accumulated income of this Trust shall be
paid:
1. To such of my said daughter's issue, per
stirpes, as are living on the date of
distribution; or
2. In default of such issue, as follows:
a. The sum of $5,000.00 to the Helen O.
Krause Animal Foundation, Inc.
b. 75% of the remaining balance after
payment of the bequest set forth in a. above
to Masonic Temple #227, of Camp Springs,
Maryland, in memoriam of my parents, EDWARD
A. STEVENS and BETTY J. STEVENS, to be used
as follows:
1.) One-half to be used for the
Shriner's Burn Center; and
4
2.) One-half to be used for such
charitable purposes as the said Masonic
Temple shall in its discretion deem
appropriate.
c. 25% of the remaining balance after
payment of the bequest set forth in a. above
to Southgate Lions Club, Camp Springs,
Maryland, in memoriam of my grandparents,
George M. Beltz and Thelma Goodman Beltz.
ITEM V2: In addition to the powers conferred upon my
fiduciaries previously in this instrument and by law, I authorize
all fiduciaries without any order of court and in their sole
discretion to:
A. Retain any property and invest and reinvest any
property, including by way of illustration and not by way of
limitation, common stocks up to one hundred per cent (100%) of
corpus, stock in any fiduciary corporation, or any affiliated,
related or subsidiary or parent corporation, any common or
diversified trust funds maintained by any fiduciary or
affiliated, related subsidiary or parent corporations, and any
form of life insurance, annuity or endowment policies; and in so
doing, any fiduciary may act without restriction to so-called
legal investments and without responsibility for diversification.
5
Any fiduciary may also keep reasonable amounts of cash in bank
uninvested.
B. Sell any property at public or private sale, for
cash or credit, with or without security, and exchange or
partition property and give options for sales or exchanges.
C. Borrow and lend money from and to any person
and/or corporation, including any fiduciary, and mortgage or
pledge any property.
D. Repair, alter, improve or lease for any period of
time any property and give options for leases.
E. Vote in person or by proxy securities held by it
and in such connection to delegate its discretionary powers.
F. Subscribe for stocks, bonds, or other investments;
exercise any stock option or similar rights; join in any plan of
lease, mortgage, merger, consolidation, reorganization,
6
foreclosure or voting trust and private securities thereunder,
and generally exercise all the rights of security holders of any
corporation.
G. Purchase investments at premiums and charge
premiums to income or principal or partly to each.
H. So that title may pass by delivery, register
securities in the name of a nominee as designated by any
corporate fiduciary or in the name of such other nominee as may
be convenient.
2. Compromise claims by or against my estate or trust
including, without limitation, any questions relating to taxes or
to any policy of life insurance. However, my fiduciaries need
not institute litigation to collect on any policy or on any claim
for the benefit of my estate unless they are reasonably
indemnified for all costs, counsel fees and other expenses of
such litigation.
7
J. Retain agents, employees, accountants and counsel
(including investment counsel) for advice and other professional
services, and pay them out of income or principal.
K. Make distribution in cash or in kind or partly in
each and to allocate specific assets among the beneficiaries in
such proportions as my fiduciaries may think best, so long as the
total market value of any beneficiary~s share is not affected by
such allocation.
L. Determine whether any stock dividend, stock split,
extraordinary dividend or other items of receipt or expenditure
shall be allocated to income or principal or partly to income and
partly to principal. My fiduciaries are relieved of all
liability in making such allocations, and distribution shall be
made without their being required to file an account for
confirmation.
8
M. Hold, manage, invest and account for separate
trusts either as separate funds or in one or more consolidated
funds in which each trust shall own an undivided interest.
N. Add to the principal of any trust created
hereunder any property received from any person by deed, will or
in any other manner.
O. Continue any business or businesses in which I may
be interested at the time of my death, whether or not said
business is conducted by me at the time of my death individually,
as a partnership, or through a corporation wholly owned or
controlled by me, with full authority to sell, settle and
discontinue any of them, at such time or times and upon such
terms or conditions which, in the judgment of my fiduciaries are
for the best interests of my estate or any trust created by my
Will.
P. Relinquish, in whole or in part by instrument in
writing, any power given to him or her by law or under the
9
provisions of this Will, provided that such relinquishment shall
not bind his or her successors unless similarly relinquished in
writing by them.
ITEM VII: The principal and income of any trust created
hereunder shall be free from anticipation, assignment, pledge or
obligation of any beneficiary and shall not be subject to any
execution or attachment or to voluntary or involuntary
alienation, except that nothing in this provision shall preclude
the assignment of all or any part of a beneficiary's interest to
his or her descendants.
ITEM VIII: I appoint my friends, JOHN A. BERGSTRESSER
and ESTHER R. BERGSTRESSER, or the survivor of them, now of
Harrisburg, Dauphin County, Pennsylvania, and FINANCIAL TRUST
SERVICES COMPANY, of Harrisburg, Dauphin County, Pennsylvania, or
its successor, Co-Trustees of any trusts established by this, my
last Will. Should both of my friends, JOHN A. BERGSTRESSER and
ESTHER R. BERGSTRESSER, fail to qualify or cease to act as Co-
Trustee for any such trust, I appoint my friend, FLOYD A.
10
FAHNESTOCK, JR., now of Carlisle, Cumberland County,
Pennsylvania, Co-Trustee of any such trust.
ITEM IX: I appoint my friend, ESTHER R. BERGSTRESSER, now
of Harrisburg, Dauphin County, Pennsylvania, as Executrix of
this, my last Will. Should my said friend fail to qualify or
cease to act as Executrix, I appoint my friend, FLOYD A.
FAHNESTOCK, JR., now of Carlisle, Cumberland County,
Pennsylvania, as Executor of this, my last will.
ITEM X: I direct that my primary fiduciaries appointed
herein shall consult my friend, FLOYD A. FAHNESTOCK, JR., as a
financial advisor for assistance in making any financial
decisions related to my estate or any Trusts created hereunder.
I also direct that my appointed fiduciaries retain my attorney,
CONSTANCE P. BRUNT, ESQUIRE, for the administration of my estate
and for any other legal counsel or representation relating to my
estate or any Trusts created hereunder.
11
ITEM XI: I direct that my Executrix or Co-Trustees, or
their successors, shall not be required to give bond for the
faithful performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
this //r/ day of 1998
L. STEVENS, Testatrix
(Seal)
12
The preceding instrument, consisting of this and twelve (12)
other typewritten pages, identified by the signature of the
Testatrix, GEORGANNA L. STEVENS, was on the day and date thereof
signed, published and declared by GEORGANNA L. STEVENS, the
Testatrix therein named, as and for her last Will, in the
presence of us, who, at her request, in her presence and in the
presence of each other, have subscribed our names as witnesses
hereto.
~0 SOX 0202
of l1~a. 1O~ ~.+~ ! 70 7~f
3 01 ~d12Vc~ C}, #Clo~
of Y!S{~~ ~j~ J7/D ~
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF DAUPHIN
SS
I, GEORGANNA L. STEVENS, the Testatrix 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; and that I signed it
willingly and as my free and voluntary act for the purposes
therein expressed.
SWORN TO OR AFFIRMED
AND ACKNOWLEDGE BEFORE ME
BY THE nABtOVE-NAMED TESTATRIX
THIS 7T~*-- DAY
~-
OF 1998.
Notary Public
Notarial Seal
Constance P. Brunt, Notary Public
Harrisburg, Dauphin County
My Commission Expires Oct. 20, 2001
r 1
COMMONplEALTH OF PENNSYLVANIA
SS
COUNTY OF DAUPHIN
we, SN~~I ~. GQ,en?f~/f
witnesses whose names are signed
instrument, being duly qualified
say that we were present and saw
the instrument as her free and vi
and Ply ULf~ ~ /~{~ !-!/~(b d1I51~(
to the attached or foregoing
according to law, do depose and
the Testatrix sign and execute
~luntary act for the purposes
therein expressed; that each subscribing witness in the hearing
and sight of the Testatrix signed the Will as a witness; and
that to the best of our knowledge, the Testatrix was at the time
eighteen (18) or more years of age, of sound mind and under no
constraint or undue influence.
SWORN TO OR AFFIRMED
BEFORE ME BY THE
ABOVE-NAMED WITNESSES
THIS ~~ DAY OF
~.
/~~~ ~-, „ 19 9 8 .
Notary Public
Notarial Seal
Constance P. Brunt, Notary Public
Harrisburg, Dauphin County
My Commission Expires Oct. 20, 2001