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Home My WebLink About12-27-12 (2)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 requests the grant of Letters in the appropriate form: Susan L. Otto Decedent's Information Name: Herbert J. Ruegg File No: 21 •- `~ _ 1 ~ ~,~ a/k/a: a/k/a: (Assigned by Register) a/k/a: Social Security No: Date of Death: 08/17/2012 Age at Death: 82 Decedent was domiciled at death in Cumberland County, pA (State) with his/her last principal residence at 1 Longsdorf Way, Carlisle 17013 Carlisle Cumberand Street address, Post Office and Zip Code City, Township or Borough County Decedent died at Cumberland Crossings Carlisle Cumberland Pennsylvania 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 $ /f not domiciled in Pennsylvania ................ Personal property in Pennsylvania $ /f not domiciled in Pennsylvania ................ Personal property in County $ Value of real estafe in Pennsylvania ................................................................... $ Real estate in Pennsylvania situated at (Attach additional sheets, if necessary.) Over 10 000.00 TOTAL ESTIMATED VALUE $ 10,000.00 arrest aaaress, t'ost Office and Zip Code City, Township or Borough County ^ A. Petition for Probate and Grant of Letters Testamentary Petitioner(s) aver(s) that he/she/they is/are the Executor(s) named in the Last Will of the Decedent, dated ~ ~ ~ ~ ~ g 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 mar 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. NO EXCEPTIONS ~ EXCEPTIONS ® B. Petition for Grant of Letters of Administration (If applicable) C . T, /~ , c.t.a., d.b.n., d.b.n.c.t.a., pedente lite, durante absentia. durante minoritate If Administration, c.t.a ord.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 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 (many) and heirs (attach additional sheets, if necessary): ~ r _.. 'v sl Name Relationship V ~ ~ ~~ Address `to r+~ ...~ C~ Ruegg, Gary Thomas Son 7809 Bryden Drive ~ D r ~ .,.~ ~ Fishers IN 46038 2 m rvy trt Roland, Brenda Ann Daughter 408 Golden Oaks - ~ Bel Air MD 21015 q Otto, Susan Lynn Daughter 7747 Wertzville Ro~ b -~T - =~ •,~ Carlisle PA 1701 ,__ , _ ° - ._.,. .~ i ..... . , Form RW-02 rev. 1o-f 1-2001 Copyright (c) 2011 form software only The Lackner Group, Inc. Page 1 of 2 ~~ ~.f~l. ~ Oath of Personal Representative COMMONWEALTH OF PENNSYLVANIA } SS: COUNTY OF Cumberland } Petitioner(s) Printed Name Petitioner(s) Printed Address Susan L. Otto 7741 Wertzville Road Carlisle, PA 17013 Official Use Only Rf C ~ ~~ iL L7 ~ 1, 2 7 ~ I I ~.~j-~g~g30 C~ERKG ORPHANS' vuu~l LAND ~^.g 'A The Peetitioner(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 D dent, ~ tiU er 'I II and truly administer the estate a !a a I ad I ~ Date Sworn to or affirmed and subscribed before Dale me th' day of ~ ~.-~--a Date By. (~~ u- v o.Q ~ a r7~i t,c D tiS[',VLJ Date For fire Register BOND Required? ^ YES ~NO FEES: ~ $ ~ ~ Letters ..................................... ..... ( ~ )Short Certificate(s)..... .... ~ ( ~ )Renunciation(s) ......... ~ ..... ( )Codicil(s) .................... .... ( )Affidavit(s) ................. ..... Bond ....................................... ...... Commission ............................ ...... Other L~ ; I I 1 J-~ Automation Fee ..................... ....... ~~ JCS Fee ........:....................... ....... ,~ . ~ TOTAL .................................. ....... $ I~~?~ . , ~7!`~ To the Register of Wills: Please enter oeivw: Attorne ture: Printed Name: David J. Lenox Supreme Court 29078 ID Number: Firm Name: The Wiley Group PC Address: 3 N. Baltimore Street Dillsburg, PA 17019 Phone: 717-432-9666 Fax: E-mail: davelenox~comcast.net DECREE OF THE REGISTER Date of Death: 08/17/2012 Social Security No: Estate of Herbert J. Rue File No: 21 "` ` ~ - ~ ~a a/k/a: ~ ~ ~,~~_ , in consideration of the foregoing Petition, AND NOW, satisfactory proof having been presented for me, IT IS DECREED that Letters of Administration are hereby granted to Susan L. Otto in the above estate and (if applicable) that the instrument(s) dated ~_ described in the Petition be admitted to probate and filed of record as the ^ast and Codicil(s)) of Decedent. Re ister of Wills (~ 1/_ ~ ~'~ Copyright (c)g011 form software only The Lackner Group~c.~ r ~ , Page 2 of 2 r~,o~;,,z REV. , os WARNING: IT IS ILLEGAL TO ALTER THIS COPY OR ~FEEFOarEi,s TO DUPLICATE BY PHOTOSTAT OR PHOTOGRAPH. cEHrrF!CArE saoo~ CQMMbNWEAL.TH OF PENNSYLVANIA DEP1tRTMENT aF HEALTH VITAL RECORDS LOCAL.>REGI~TRAR'S CERTIFICATICIN-OF ~tDED 1~c~iCE ~~ ~~~~~ ~\~ 'oa~~P~S H OF P~Nysyl~~ %rl ,~ ~. rG,, ~uj2 DEC'' 27 fi~ l ~.~ 2 ,~~ ,~~ CERT.: NO. T 6 4 ~ .r3 Q ~ ~ ~i or, ~~'~.~~., ~ *~ ~,. 2 012 ~~~jr~ 9TH ~~~~~ ~p - Herbert Name, of Decedents.---~ ..~ J • Ruegg ,I F sa ~-_ na a;ie~ ------ - - -- --- __ ~ - 'Sex Male __ Social Securi No: 149 - 22 - 506$.,-- ~ Au ust 17,, 2012 ~ -__ _ - -_ Date of Death _.__ g Date of Birth Feb•_$. 1,930 Birthplace Lebanon, PA -~ -- - -- ' Place of Death 'Oberland Crossings Cumberland _ __ _ Carlisle Pennsylvania FaiiliR N,~7 e ~.C+IIt1N (; ty. BOrau~h or T~~wnsh p _- Race White Teacher .Occupation __ Armed 'Forces? (Yes or No) _ Yes Widowed Decedent's - Marital Status ~_ _.____ Mailing Address 1 Longsdorf Way` Carlisle PA 17013 Number -_-^_ Sirraei ----- (iiv ~r 7_~wn State Informant Susan Otto Douglas T, Bo er ---.- _ Funeral Director__.___-________ Y __ Name and Address of Boyer Funeral Home 230 N. Hi Funeral Establishment__- ~ ~ gh St. , Duncannon, PA 17020 Part I: '. Immediate Cause Interval Between- Onset and Death Acute Stroke (a) ---- =- - ~ 1-:2 Weeks Atrial Fibrillation (c)------- _- _- - ---- --+-- -_ - Part ll: Other Significant: Conditions ---- ___ _ prostate Cancer,: Dementia Manner of Death Describe how injury occurred: `Natural ~ Homicide ;^ >Accident ~:_1 Pending Investigation [] --- - -- - ---- - - Suicide ^ Could not be De#ermined ^ -- -- Name and Title of Certifier__ Michael J. M~Glaughlin M. D. Address _.,:_____ ___. Gettysburg, PA 17325 (M.D., D.O., Coroner, Ni.E.)' This is to certify 'that the information here given is,correctly copied from an original certificate of death duly filed: with'me as :Local Registrar. Thee original certificate vvil'I be forwarcied to the State Vital Recorr.~s Office fQr permanent filing: /' - ~. _ 50-455 l ~I Registrae of. Ui7n3 Reen~ds tistrir! ~~~. - August 21, 2032 101 Barnett St, New Bloomfield, ;PA 17068 Nate Ftecerved by ' ~_ai Heg star ----- -- .~~t Add~s~. City. 8o~ouq,.i. Township - RENUNCIATION REGISTER OF WILLS OF COUNTY, PENNSYLVANIA r.a ~ ~ ~ ~ ~ ~~ rn~~ ~ ~~ Estate of Herbert J. Ruegg ~ ~'' ; ~~ I ~ , ~ea~d~ ~~•'~ ate, ~ n ~ ~ ~ ~ G~ ~ f_.-., C7 ., ~ F--- ~... f~sl ~ ~ ~ ~ ~~ Gary Thomas Ruegg in my capacity/relationship as nn me Son of the above Decedent, hereby renounce the right to administer the Estate of the Decedent and respectfully request that Letters be issued to Susan Lynn Otto, Daughter (Date) Executed in Register's Office Sworn to or affirmed and subscribed before me this day of Deputy for Register of Wills (Signature) Thomas R 7809 Bryden Drive (Street Address) Fishers, IN 46038 (City, Slate, Zip) Executed out of Register's Office Before the undersigned personally appeared the party executing this renunciation and certified that he or she executed therenu~rl~cation for the purposes stated within on thi~day of ~f.~r6~.e ~ /~ ice,~~~_ i~'t ~ ..a`' Notary Public My Commission Expires: (Signature and seal of Notary or other official qualified to administer o~how dat~ of expi~ r~ at~~o~ f Notary's commission.) Form RW-OB Rev. 10-13-2006 Copyright (c) 20Q6 form software only The Lackner Group, Inc. RENUNCIATION REGISTER OF WILLS OF COUNTY, PENNSYLVANIA ~ ~.~ '~' m ~ ~, ~ ~ s c~ c~ ~ rrt z n c-~ Estate of Herbert J. Ruegg ' - ~ ~ ~ xs r e ' ~ ~ o c , ` A -~ -~t--- ~ ~ ~ ~ fi :~ ~ ~ ~ ~ ~ ~ .. ~C7 ~"__'' _ fig ~' ~ C,/3 C3 )~ Brenda Ann Roland ~ in my capacity/relationship as rl Daughter of the above Decedent, hereby renounce the right to administer the Estate of the Decedent and respectfully request that Letters be issued to Susan Lynn Otto, Daughter 1 ,. ~U,~- (Oarel Executed in Register's Office Sworn to or affirmed and subscribed before me this day of _ Deputy for Register of Wills n~ ~/~~ (S~gnahrre) Brenda Ann Roland 408 Golden Oaks Court (Street Address) Bel Air, MD 21015 (uty. Srale, Lp~ Executed out of Register's Office Before the undersigned personally appeared the party executing this renunciation and certified that he or she executed the rend( tion for the pu ses stated within on ttus-~:-oaY n,,~x/ o?~/~ -~ ~. _ Notary-+~ut.~„I~ My Commission (Signature "'~i administer o of ~~ Form RW-OG Rev i0-13-2006 Copyright (c) 2006 form software only The Lackner Group. Inc • LAST WILL AND TESTAMENT OF HERBERT J. RUEGG I, HERBERT J. RUEGG, of Perry County, Pennsylvania do hereby make, publish and declare this, my last Will and Testament, hereby revoking and making void any and all Wills and Codicils at any time heretofore made by me. FIRST: I direct that my debts, the expenses of my last illness and the expenses of my final services and burial be satisfied and fully paid out of my estate as soon as may be convenient after my decease. SECOND: I leave all funeral arrangements to my Executor hereinafter named. In the event I have not already purchased a burial lot for my family and me, I hereby authorize and empower my Executor to purchase such a lot, to erect a suitable memorial thereon, and to provide for the permanent upkeep of same out of my estate. THIRD: In as much as all items of household furniture and furnishings in our residence and other items of personal property have been transferred to the previously created revocable living trust described below, I make no disposition of the same in this, my Last Will and Testament, but rather certify that all of the same are the property of the just-referenced revocable living trust. FOURTH: I give, devise and bequeath the rest, residue, and remainder of my Estate, of every nature and wherever situate, unto my wife, NORMA E. RUEGG, as Trustee, to be added to and thereafter held in Trust as part of the Trust Estate pursuant to that certain Revocable Trust Agreement dated November 5, 1997, and executed by me and NORMA E. RUEGG prior to the execution of this, my Last Will and Testament, to have and to hold, IN TRUST NEVERTHELESS, for the uses and purposes, and subject to the terms and provisions thereof, including any alterations or amendments thereto, or any other Trust which may hereafter be substituted therefor. FIFTH: I hereby name, constitute and appoint my wife, NORMA E. RUEGG as Executrix of this, My Last Will and Testament. In the event my Wife, shall fail to qualify or cease to continue to qualify as Executrix by reason of death, disability, incapacity or otherwise, I hereby name, constitute and appoint Brenda Roland as Executrix. She is to serve without bond, and I direct that my fiduciaries shall not be required to enter security in any jurisdiction in which they may act. ~,_, c~ ._ c ti ~~ 0 w .~' :~? ~ r^ x c~ ~ try ~ (fj .'~ ~~ r+~ a. rT u. '0.'1 .:1 ~ ...J ~ "f'y n, c^~ <:~ c.a "n J SIXTH: My Executor shall have the following powers in addition to those vested in him by Law and by other provisions of this, my Last Will and Testament, to be exercised without court approval, and effective until distribution of all property: 1. To retain any or all of the assets of my estate, real or personal, without restriction to investments authorized for Pennsylvania fiduciaries, as my Executor from time to time may deem proper, without regard to any principle of diversification or risk. 2. To invest in all forms of property without restriction to investments authorized for Pennsylvania fiduciaries, as my Executor from time to time may deem proper, without regard to any principle of diversification or risk. 3. 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 my Executor from time to time may deem proper. 4. To allocate receipts and expenses to principal or income or " partly to each as my Executor from time to time may deem proper. 5. To borrow money from person or institution including my Executor and to mortgage or pledge any or all real or personal property as my Executor in my Executor's sole discretion shall choose, without regard to the dispositive provisions of this instrument. 6. To compromise any claim or controversy asserted by or against my estate. 7. To make distribution in cash or in kind or partly in cash and partly in kind, and in such manner as my Executor may determine, and at valuations finally to be fixed by my Executor. • 2 of 4 • SEVENTH: I direct my Executor to claim any expenses of administration of my estate as income tax deductions upon any income tax return or returns whenever in said Executor's sole judgment such action will achieve an overall reduction in the total income and death taxes. No compensating adjustments between income and principal shall be made as a result of such action. I also authorize my Executor to join my wife, or her personal representative in the filing of a joint income tax return for any period for which such a return may be permitted, without requiring the estate of my wife, to indemnify my estate against liability for the tax attributable to the income of my wife, and to consent for Federal gift tax purposes, to having gifts made by my wife, during my lifetime treated as having been made half by me. EIGHTH: I direct that all estate, inheritance and other taxes in the nature thereof, together with any interest or penalty thereon, becoming payable by reason of my death, with respect to property forming my gross estate for tax purposes, whether or not passing under this, my Last Will and Testament, shall be considered an expense of administration of my estate, and no legatee or devisee or any person having a beneficial interest in any such property, whether under this my Last Will and Testament, or any Codicil thereto, or otherwise shall at any time be required to refund any part of such taxes; provided, however, that such taxes may be paid from the Trust Estate, in accordance with the provisions set forth for the payment thereof in that certain Revocable Trust Agreement dated November 5, 1997. NINTH: Whenever used in this, my Last Will and Testament, the singular shall include the • plural, the plural the singular, and the use of any gender shall be applicable to all genders. As used herein, the terms "child", "children" and "issue" and similar terms shall include children adopted under the age of twenty-one (21) years, regardless of the date of adoption, with full effect as if they were the natural children of the adopting parents. IN WITNESS WHEREOF: I, HERBERT J. RUEGG, the Testator above named, have to this, my Last Will and Testament, typewritten on~our sheets of paper, which I have initialed, and below hereunto set my hand and seal this .S day of_ ~f~VNrY) ~.r 199_ HERBERT J. UEGG SIGNED, SEALED, PUBLISHED, and DECLARED by the said HERBERT J. RUEGG, as and for his Last Will and Testament, in the presence of us, who, in the presence of the Testator and of each other, have hereunto subscribed our names as witnesses thereto. t~u~ t' ~ Leµoyc Address:_ l 5. t~.l-~-~ „K~.- c S~4- 1~~'(LsSvrr~,~. • 3 of 4 ~Qr1iC e ~_ `l'nc u ~^ Address: s ~ ~ ~ J~, m ~~~ ~ S-t~ ~t I SburF c, /emu/~ . ~` ~~ c~i~.. • THE STATE OF PENNSYLVANIA SS • COUNTY OF YORK We, HERBERT J. RUEGG, DAVID J. LENOX, ESQUIRE AND JANICE E. YOCUM, the testator 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 testator signed and executed the instrument as his last will and that he had signed willingly or directed another to sign for him, and that he executed it as his free and voluntary act for purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testator, signed the will as witness and that to the best of our knowledge the testator was at the time 18 or more years of age, of sound and mind and under no constraint or u Sworn to and subscribed before me this ~ day of ~~ e~~, 1997 NOTARY PU LIC MY COMMISSION EXPIRES: Notarial Seal Public S. Dawn Gladfelter, Notary DillsburQ Boro, York Courrt7y 2001 My Commission Expires May ember, ennsy vania soc at on o otaries • 4 of 4