HomeMy WebLinkAbout01-23-13~ rreset
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 appropriate form:
Decedent's Information
Name: Charlotte F. Stone
a/k/a:
a/k/a:
a/k/a:
Date of Death: January 12, 2013
File No• a~ ~ _ ~~ ~ ~~
• (Assigned by Register)
Social Security No:
Age at death:75
Decedent was domiciled at death in Cumberland County, Pennsylvania (State) with his/her last
principal residence at 441 Wolfs Brid a RoadCarlisle Penns Ivania 17013
Street address, Post Office and Zip Code City, Township or Borough County
Decedent died atClaremont Nursin Home Carlisle Cumberland Count Penns Ivania
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 $ ~~ n °O • ° ~'
If not domiciled in Pennsylvania ........................Personal property in Pennsylvania $
If not domiciled in Pennsylvania ........................Personal property in County $
Value of real estate in Pennsylvania ......................................................... $
TOTAL ESTIMATED VALUE.... $ 0
Real estate in Pennsylvania situated at:
(Attach additional sheets, if necessary.)
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/she/they is/are the Executor(s) named in the last Will of the Decedent, dated February 11, 2009 and Codicil(s)
thereto dated
State relevant circumstances (eg. 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 Letters of Administration (If applicable)
c.t.a., d.b.n., d.b.n.c.t.a., pendente lite, durante absentia, durante minoritate
If Administration, c.t.a. or d.b.n.c.i:a., 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 EXCEPTTONS ~ EXCEPTIONS
Petitioner(s), after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs (attach
additional sheets, if necessary):
Name Relationshi Address
nice R. Stone Husband 441 Wolfs Bridge Rd., Carligi~, PA 17013~~, ~ ~~
,~, -
r- r`~
} YI~(
~,, ,,
,,
.... ....
., ,
,..
., _..~
~:::..
- ~. ,
~ r .. .
. ~. ~ _. ; i
Form RW-02 rev. 10/11/2011 Page 1 of 2
Oath of Personal Representative
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Cumberland
Printed Name
R
}
} SS:
}
Petitioner(s) Printed Address
1 Wolfls Bridge Road, Carlisle, Pd' 1~0~~ ~"~ ~ 3 `•V~' ~' - -
cu~~E~~~ ~;-: ~~- ,
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) an~1 that, as Personai Representative(s) of the Decedent, the Petitioner(s) will well truly administer the estate according to law.
Sworn to or affirmed a~d subscribed ber-f~ore Date ~ -~.~ ~~~.~
me th' , or , da~ of( ~ ~' o~~J ~ Date
~~` ~ r ~ ~~ n^ ' Date
ay: A x I t ~ ~~ LP~~---
Date
For the Register
BOND Required: Q YES ~ NO
FEES:
Letters ...................... $
( )Short Certificate(s)..... .
( ) Renunciation(s;-........ .
( )Codicil(s) ............ .
( )Affidavit(s)........... .
Bond ........................
Commission ................. .
Other ••••••••
Automation Fee .............. .
JCS Fee .....................
TOTAL ..................... $ 0
To the Register of Wills:
Please enter my appearance by my signature below:
Attorney Signature:
Printed Name: `~ 4 ~ ~~ ~ ~ ~~~ ~
Supreme Court
ID Number: / / / 3 ~.~
`i (4
Firm Name: ~ 2 ~ i ' ~ Q
Address: ~ So" ~' ~~
,~.t' i ,' S e t'Y of 3
Phone: 1 ~! - 2 t(3 _ ~''S' ~ yr'
Fax: ~ -" 2 b3 ^ ~ 4 ~( /
Email: (' ~ S~ ti ~, ~7 ' ~'~"~
DECREE OF THE REGISTER
Estate of Charlotte F. Stone
a/k/a:
.`
AND NOW, `C~. ~ " ~ U ~ ~ , in consideration of the foregoing Petition,
satisfactory proof having been sented before me, IT IS DECREED that Letters Testamentary
are hereby granted to Bruce R. Stone
in the above esiate and (if applicable) that
the instrument(s) dated ~~] i
described in the Petition be admitted
Form RW-O2 rev. 10/11/2011
File No• ~ ~ - 1 ~ - ~-'~~~~
~ (~ O~~
probate and filed of record as the last Will (and Codicil(s)) of Decedent.
Register of Wills • ~ C ~ ~ a n ~ S~
~~ C
~~ age 2 of 2
jj los xo; Hr~ lyn j
LOCAL REGISTRAR'S CERTIFICATION OF DEATH
W14RNING: It is illegal to duplicate this copy by photostat or photograph.
~ ~ ., „.~~
"~~ ~' = '~~ Tkjis is to certify that the information here given is
Fee for this certificate, $6.00 „) ~ r f
~ ~) ~, , ,,. ; ~ ~ ; ~. ;~ con-ectly copied from an original Certificate of Death
duly filed with me as Local Registrar. The original
%I~i~ ~~"~~~~ 23 ~ ~ ~ ~~ certificate will be fc)rwa.rded to the State Vital
Records Offi,:e for permanent filing.
I ~ ~~~` ~ ` ~ .__ ~~~~~ _ J 14 2013
~y~ ~U~~ER«~ Local Registrar Date Issued
`~ Certification Numb )~ ~~,,.
1 VI'ype/Print In COMMONWEALTH OF PENNSYLVANIA ~ DEPARTMENT OF HEALTH ~ VITAL RECORDS
Parma"°"` CERTIFICATE OF DEATH
Bieck Ink Stat° File Number:
B_
1
C
C
5
1
i
1 . Decedent's Legal Name (First, Middle, last, Suffix) 2. Sex 3. Social Security Number 4. Data of Death (MO/Day/Yr) (Spell Mo)
CYlarlotte F. Stone F 199 64 1375 January 12, 2013
S a. Age-Last Birthday (Yrs) 56. Vnder 1 Year Sc. Vnder 1 Da 6- Date of Birth (MO/D ay/Near) (Spell Month) 7a. Birthplace (City and State or Foreign Country)
Months Days Hours Minutes PA
' 75 January 26 , 1 937 7b. Birthplace (county) r ari
Ha. Residence (State or Foreign Country) 86- Residence (Street and Number -Include Apt No.) Sc. Did Decedent Uye In a Towns)tl 7
g
pA dlesex twp
®Yas, decedent Ilyed in Mic
Hd. Residence (co^nty)
~ 44l Wolfe Brid Rd_
land
G~anber Be. Residence (Zip Code) 1 701 3 QNO, decedent Ilyed within limits of city/boro.
9. Ever In US Armed Forces? 10. Mar{fal Status at Time of Death ][TMerried ~ Widowed 11. Surviving Spouse's Nama (If wife, give Hama prior to first marriage)
)] Yes 7)aNO Q V nknown Q Divorced Q Never Married 0 Unknow $ruC2 R _ Stone
12. Father's Nama (First, Middle, Lase, Suffix) 13. Mother's Nama Prior o First Marriage (First, Middle. Last)
~
Clarence Darr er
Hazel Zieg
14a. Informant's Name 14b. Relationship to Decedent 14c Informant's Melling Address (Street and Number, City, State, 21p Code)
e: Bruce R. Stone Husband 441 Wo1fa Bridge Rd. Carlisle , PA 1 701 3
G ..... 15a:...ace o Dsat...... ec on.y one ..... .. ....... ....... ... ......... ... ....._. _...__. .....
If Death Occurred in a Hospital: ~( Inpatient ! If Death Occurrod Somewhere Other Than a Hospital: Hospice Fscllity Decedent's Home
S Q Emergency Room/Outpatient Q Dead pn Arrival
r rsing Nome/Long-Term Care Facility OThar (Specify)
°d 15b. Facility Nama (If not Institution, give street d numbe
~
~i 15c. ty or Tqwn State, Zip Coda 15d. County of Death
~
l
l
~~
ntr.
ab.
Claranont Nursing & Re is
e,
ar
c:~~snberland
16a. Method of Dispesitlon ® Burial Q Cram scion 16b. Date of DlsposlHOn 16c. Place of DlsposlHon (Name of cemetery, crematory, or other place)
Q Removal from State Q Donation
other (specify)
l / 1 7/201 3
land Valley M~rial Gardoxzs
? 16d. Location of Disposltlon.(Clty or Town, State, and Zip) r Parma m Charge of Interment
17 a. Signature o F
u ral Service L
y
psa/~p
/
S
/ 176. License Number
FD 0
2633 L
~ Carlisle, PA 17013 `.i-'
,e
/
_
-
y/emu/-s C
~ 1
E
8 17c. Name and Complete Address of Funeral Facility
>~in Brothers Funeral Hcc[te, Snc. 630 S_ Hanover St_, Carlisle, PA 17013
~ 1B. Decedent's Education -Check the box that bast describes the 19. Decedent of Hispanic Orlgln -Check the 20. Decedent's Race -Check ONE OR MORE races to Indicate what
r- highest degree or level of school completed aT the Time of death. box that best describes whether the decedent the decedent considered himself or herself to be.
Q 8th grade or less Is Spanish/Hispanic/Latino. Chock the "No" ~' White )~ Korean
Q No diploma, 9th - 12th grade box ff demdent Is not Spanish/Hlspanic/Latlno. Q Black or African American Q Vietnamese
~' High school graduate or GED completed ~{ Ne, not Spanish/Hispanic/Latino Q American Indian or Alaska Natlye Q Other Asian
~ Some college credit, but no degree Q Ves, Mexican, Mexi<an American, Chicano ~ Asian Indian Q Natlye Hawaiian
Q Associate degree (e.g. AA, AS) Q Ye ,Puerto Rican Q Chinese ~ Gu nian or Chamarro
Q Bachelor's degree (e.g. BA, AB, BS) Q Yes, Cuban ~ Filipino Q Samoan
~ Mesta r•s degree (e-g. MA, M5, MEng, MEd, MSW, MBA) Q Yes, other Spanish/Hispanic/Latino ~ Jape Hex Q Other PeclflC Islander
)~ Doctorate (e.g. PhD, Ed D) or Professional degree (Specify) Q Other (Specify)
e. MD DDS DVM LLB JD
21. Decedent's Single Race self-Designation -Check ONLY ONE to Indicate what the decedent considered himself or herself to be. 22a. Decedent's Vsual Occupation -Indicate type of work
Whits Q Japanese Q Samoan done during most of working IHe. DO NOT VSE RETIRED.
Black or African American Q Korean Q Other Paclflc Islander
Q AmeNcsn Indian or Alaska Natlye ~ Viatnamasa Q Don't Know/Not Sure H]cer
0 Asian Indian O other ASlan ~ Refused 226. Kind of Business/Industry
Q Chinasa Q Natlye Hawaiian Q Other (Specify)
Q FIIlpino ~ Q Guamanian or Ghamorro 1,~~~~
Her OW7I7 11a1tre
ITEMS 23a - 23d MUST BE COMPLETED 23a. Data Pronounced Dead (MO Day Yr) 23 b. Signature of Parton Pronouncing Death (Only when applies blej 23c. License Num er
BY PERSON WHO PRONOUNCES OR
CERTIFIES DEATH -T
dG-n v f.~ r- / °Z ~Q 3
/
~~ ! ~~ S ~ / _ L
23 d. Data Signed (MO/Day/Yr)
24- Time of Death ~
QN
`
~G.nV a -~ e ~ 3 ~ ~-3v 25. Was Medical Examiner or Coroner Contacted? Q Ves )~~ No
CAUSE OF DEATH Approximate
26. Part 1. Enter the chain of a ants-diseases, injuries, or com plleatlons-that directly caused the death. DO NOT enter terminal events such as cardiac arrest Interval:
respiratory arrest, or ventricular flbrl llaTlon without showing the etlelogy. DO NOT ABBREVIATE. Enter only one cause on a Ilne. Add additional Ilnes if necessary Onset to Death
IMMEDIATE CAUSE --------y /~~~ ^~ I ~~~~'/ )
(Final disease or condltlon Due to (or as a consequence of):
resulting in death) J~v~~~~ w
b. y +T _
Sequentla lly Ilst conditions, Due to (Or as a Consequence of):
If any, leading to the cause r
listed on line a. Enter the c. i
UNDERLYING CAUSE Due To (or a5 a Consequence of):
(disease or ln)urythat
Initiated the aye nts resulting d.
as a con
In death) LAST. Due to (or sequence of):
~
S 26. Part 11. Enter other sl¢nlfirant conditions contrlbutlna to death but not resulting In the underlying cause given In Part I 27. Was an autopsy perf edT
- Yas ~ No
~ - 26. Were autopsy findings avails ble
mi'- to complete the cause of death?
Yas Q Ne
29. If Fa9ale: 30. Did Tobacco Vse Contribute to Death?
b
bl 31. Manner of Death
~
l
i
I~ Not pregnant within past year
i
f d
h Q Yas 0 Pro
a
y
(~~JO Q Unknown atura
Q Hem
cide
O Accident ~ Pending Inyestigatlon
$' Q Pregnant at t
me o
eat
Q Not pregnant, but pregnant within 42 days of death ~ Suicide Q Could not be determined
r ~ Nat pregnant, but pregnant 43 days to 1 year before death 32. Date of Injury (Mo/Day/Vr) (Spell Month)
Q Unknown If pregnant within the past year 33. Time of Injury
34. Place of Injury (e.g. home; construc[lon site; farm; school) 35. Location of Injury (Street and Number, Clty, State, Zlp Code)
36- Injury at Work 37. If Transportation Injury, Specify: ~ 3H. Describe Now Injury Occurred:
Q Yes Q Drlyer/Operator Q Pedestrian
~ No Q Passenger ~ OLhar (Specify) '
~ 39a. C$$~~ttlfier (Cheek only one):
Q~Cartifying physlclan - To the best of my knowledge, death occurred due to the cause(s) and manner stated
~ Pronouncing 8. Certifying physlclan - To the best of my knowladga, death occurred a[ the Hme, date, and place, and due Lo the cause(s) and manner stated
d at the Hme, data, and place, end due to the. a a(s)
d
a
r stated
e
Q Medical Examiner/Coroner - On the basis of natl /or I stigatlon, In my opinion, death occurr
f
/!
'`
q
~ Q
'1 - ~~
ryD •OYay
~lG~ ~ ~
7
Llcensa NU mbar:
Signature of certifier' Title of certifier: r
396. Nama, Address and Zlp Coda of Person ompl Cause ath (Item 26) 39c. Date Sign d (MO/Day/Vr)
~
G~~~+'ST ."~- ../os~f ..+ /~3v Gooi r~'h/1sr ,~O i7c,~c,sJ / ~~_ Y. cs
/•
~ 40. Ragistra is District Number 41. Ragistra is 51 42. Registrar Fila Data Mo Day r)
43. Amendments
Dlspositlon Permit No. l J (}.JS ~ \.l ~ REV 07/ Oll
~~=
LAST WILL AND TESTAMENT r <~; ~ r~
OF ~ ° r°~ ~
CHARLOTTE F. STONE ~~ _r c~ _--- ~.^ ~ ~~
;~ -__; .
,,., - ~- t--t c..~ ' ' t ,'
I, CHARLOTTE F. STONE, married woman, of Middlesex T~'wt4's~h~g, Cumbe~r.~and
t, "l ..
County, Pennsylvania, being of sound and disposing mind, memory, and; iind'erstariding,. d
hereby make, publish, and declare this as and for my Last Will and Testament, hereby-revoking
and making void any and all Wills by me at any time heretofore made. - ` " `
-~
' -~ ~,
I. I direct my hereinafter-named Executor to pay all of my debts to which I am bound
and the expenses of my funeral, last illness, and of the administration of my estate as soon after
my death as may be found convenient to do so.
2. I declare that I am currently married to BRUCE R. STONE and that I have seven (7)
children who are LESTER L. STONE, DENNIS STONE, TAMMY DUNCAN, SHERRIE
CAMPBELL, ANGELA BOOK, DEBBIE ULSH, and JOY NARGI. I further declare that I
have no other children.
3. Should I be the owner at the time of my death of the real estate in Shippensburg that I
have owned as a rental property, then in such event I give, devise and bequeath the same to my
son, DENNIS STONE, his heirs and assigns.
4. All the rest, residue, and remainder of my estate, real, personal, or mixed, and
wheresoever the same may be situate, I give, devise, and bequeath to my husband BRUCE R.
STONE, his heirs and assigns, provided that he shall survive me by a period of ninety (90) days.
Should my said husband predecease me or fail to survive me by the aforesaid period of ninety
(90) days, then in such event all the rest residue and remainder of my estate real personal and
mixed, and wheresoever the same may be situate, I give devise and bequeath equally, one share
for each of my children, with the exception of SHERRIE CAMPBELL, provided that each shall
survive me by a period of ninety (90) days, the share any deceased child would have received to
pass to his or her issue, per stirpes, and if there be no such issue, said share shall lapse and be
added to the remaining share or shares. I have intentionally made no provision for Sherrie
Campbell not for the want of any affection, but for the reason that her father and I had made
adequate financial provisions for her previously.
5. Should any person be entitled to a distribution by reason of this my Last Will and
Testament, the share that person would otherwise have received shall be paid to my hereinafter-
named Executor in trust. I authorize the herein named Trustee to receive and invest the same and
to pay the income arising therefrom together with so much of the principal thereof as in his or
her opinion is necessary or desirable to be expended for the proper maintenance, support and
education of such person to or for the benefit of such person and upon such person attaining 21
years of age to pay to him or her the then remaining principal together with any undistributed
income.
6. I hereby nominate, constitute, and appoint my husband, BRUCE R. STONE as
Executor of this my Last Will and Testament, but should he predecease me or fail to qualify,
then in such event I nominate, constitute, and appoint my son, DENNIS STONE as Executor,
and I further direct that neither of them shall be required to post any bond to secure the faithful
performance of his duties in the Commonwealth of Pennsylvania or in any other jurisdiction.
7. In addition to the powers conferred by law, my herein named Executors and Trustees
are empowered:
a. To invest any part of the trust corpus in such securities, investments, or other
property as may be deemed advisable and proper, irrespective of whether the same are
authorized for the investment of trust funds under the laws of any governing jurisdiction.
b. With respect to any corporation, the stocks, bonds, or other securities of which
may be held, to vote in person or by proxy on any shares of stock; to consent to the
Y; ~ merger, consolidation or reorganization of such corporations; to consent to the leasing,
mortgaging, or sale of the property of any such corporations; to make any surrender,
exchange or substitution of such stocks, bonds, or other securities as an incident to the
Page 1 of 3
merger, consolidation or reorganization of such corporations; to pay all assessments,
subscriptions and other sums of money which may be deemed wise and expedient for the
protection and maintenance of the proportionate interest of the investment in such
corporations; to exercise any option or privilege which may be conferred upon the
holders of such stocks, bonds, or other securities of such corporations either for the
conversion of the same into other securities or for the purchase of additional securities,
and to make any and all necessary payments which may be required in connection
therewith; and generally to have and exercise as to all such stocks, bonds, and other
securities, the powers of an individual owner who is under trust obligation.
c. To hold the trust corpus in one or more consolidated funds in which separate
shares shall have undivided interests.
d. To sell at public or private sale for cash or upon credit, or partly for cash and
partly on credit, and upon such terms and conditions as shall be deemed proper, any part
or parts of the trust estate, and no purchaser at any such sale shall be bound to inquire
into the expediency or propriety of any such sale or to see to the application of the
purchase money arising therefrom.
e. To keep on hand and uninvested such moneys as may be deemed proper and
for such period as may be found expedient.
f. To compromise, settle, or arbitrate any claim or demand in favor of or against
the trust estate.
g. And authorized in the discharge of fiduciary duties, to employ counsel and to
determine and to pay such counsel reasonable compensation which shall be charged
against the principal or income of the trust fund, and shall further be entitled to charge
against the principal or income such other reasonable expenses and charges as may be
necessary and proper to incur for the proper discharge of fiduciary duties and for the
proper management and administration of the trust estate.
h. In making any division of property into shares for the purpose of any
distribution thereof directed by the provisions of the trust, to make such division or
distribution, either in cash or in kind, or partly in cash and partly in kind, as shall be
deemed most expedient, and in making any division or distribution in kind may allot any
specific security or property or any undivided interest therein to any one or more of such
shares, and to that end may appraise any or all of the property so to be allotted and the
judgment as to the propriety of such allotment and as to the relative value for purposes of
distribution of the securities or property so allotted shall be final and conclusive upon all
persons interested in the trust or in the division or distribution thereof.
i. Authorized to register any shares of stock or other assets of any trust in their
own names or in the name of a nominee.
j. To retain and invest in shares of stock of my Trustee.
k. To retain any investments including mutual funds which I may own at the time of
my death and in addition to invest any part of the Trust corpus in such mutual fund or mutual
funds as may be deemed advisable or proper, irrespective of whether the same are authorized for
the investment of trust funds under the laws of any governing jurisdiction.
1. To determine from time to time whether all or some portion of realized capital
gains shall be treated as ordinary income for distribution to a beneficiary or treated as principal
to be retained as part of the corpus, and such designation need not be consistent from one year to
another.
i i
~-
Page 2 of 3
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my I.as~
and Testament written on three (3) pages, this al/ ~ day of February, 2009.
~j}/ ~;i,n-~~~''~ .~~_~'.~~^-~-~' .(SEAL)
.-.,
CHARLOTTE F. STONE
Signed, sealed, published and declared, by CHARLOTTE F. STONE, the Testatrix above
named, as and for her Last Will and Testament, in our presence, who, in her presence, at her
request, and in the presence of each other, have hereunto subscribed our names as attesting
witnesses.
__.~--~ r
Page 3 of 3
OATH OF SUBSCRIBING WITNE~ ~ ~ J.
REGISTER OF WILLS ''~,"~~ ;;~~~~ 23 ~~~ 2 17
CUMBERLAND COUNTY, PENNSYLVANIA
... ~. ~ a. ~..
V } ~' ~: ~~
t i i
CUMBER ~° °<~''., ~'
Estate of CHARLOTTE F. STONE
Robert G. Frey and Bruce R. Stone
Deceased
(each) 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.
~~
(Signature)
~ So~~ ~c=_~n of ~-f' Sr
(Street Address)
~~ ~~ ~~~
(signature) -
(Street Address)
(City, State, Zip)
Executed in Register's Office
Sworn to or affirmed and subscribed
befor~me this o~~~ day
,~
Deputy for Register of Wills
(City, State, Zip)
Executed out of Register's Office
Sworn to or affirmed and subscribed
before me this
of
day
Notary Public
My Commission Expires:
(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