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HomeMy WebLinkAbout01-31-13~ rcesec 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: JOANNE A. FREEMAN a/k/a: a/k/a: a/k/a: Date of Death: January 14, 2013 File No: a ~ - i ~~ - \ a G (Assigned by Register) Social Security No: Age at death: 70 Decedent was domiciled at death in Cumberland County, pennsylvania (state) with his/her last principal residence at 250 Richland Road Carlisle PA 17015 Dickinson Tw Cumberland Street address, Post Office and Zip Code City, Township or Borough County Decedent died at 250 Richland Road Carlisle Pa 17015 Dickinson Tw 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 $ 25 000 00 If not domiciled in Pennsylvania ........................ Personal property in Pennsylvania $ ,_ . n nn If not domiciled in Pennsylvania ........................ Personal property in County $ ~ ~~ Value of real estate in Pennsylvania ...................... ................................... $_ p pp TOTAL ESTIMATED VALUE.... $ 25.000 00 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 March 29, 2007 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(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. 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.t.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(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 (ifany) and heirs (attach additional sheets, if necessary): Form RW-02 rev. 10/11/2011 , r Page 1 of 2 Oath of Personal Representative COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND } ? SS: } Official Use Only Petitioner(s) Printed Name Petitioner(s) Printe ~d~~~s '' ~ 1 Shari M. K le 405 N. East Street Carlisle PA 17013 - .•. ,} ,~ .. Nanc J. Yentzer ~- .::.. v .~ ~ ._ 4 250 Richland Road, Carlisle, PA 17015 c`~~ . . l S' f=i T . ,., t.~ ~. _ 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 D cedent, the Petitioner(s) will well and truly administer the estate according to law. Sworn to or_ affirmed and subscribed before 1 Date ~ " me this day of rte , ~~ ,.~L Date _/-~ /- By: id.L~~ Date For the Register Date BOND Required: ~ YES ~ NO FEES: Letters ...................... $ l~ ( 4) Short Certificate(s)..... . ( )Renunciation(s)........ . ( )Codicil(s) ............ . ( )Affidavit(s)........... . Bond ........................ Commission ................. . Other uJ alt ....... ~~ cm ' ........ I~ ~ p~ m..,........ i ~' U ~ Automation Fee ............... ~. JCS Fee . .................... ~~'S , ~U TOTAL ..................... $ (~i•~C~0.00 To the Register of Wills: Please enter my appearance by my signature below: Attorney Signature: ,~ ~~ Printed Name: Andrew H. Shaw Supreme Court ID Number: 87371 Firm Name: Law Office of Andrew H. Shaw, P.C. Address: 200 S- S ri g Carden Street quite 1 1 Carlisle, PA 17013 Phone: 717-243-7135 Fax: 717-243-7872 Email: andrewQg ashawla~^~ rnm DECREE OF THE REGISTER Estate of JOANNE A. FREEMAN File No: a ~ - ~ ~~ - ~ ~ (~ a/k/a: AND NOW, _ a. (~ , in consideration of the foregoing Petition, satisfactory proof having been sented before me, IT IS DECREED that Letters Testamentary are hereby granted to Shari M. Kyle and Nancy J. Yentzer in the above estate and (if applicable) that the instrument(s) dated March 29, 2007 described in the Petition be admitted to probate and filed of record as the last Will (and Codicil(s)) of Decedent Register of Wills ~Q f _' ~ n n Form RW-O2 rev. 10/11/2017 `-~' age 2 of 2 LOCAL REGISTRAR'S CERTIFICATION OF DEATH NVARNING: It is illegal to duplicate this copy by photostat or photograph, r ~ r, = f1 C• Pee fog- this certificate .~~~~ ~ ,~_ ~~ ~~ This is To certify that the information here given is '' `~' ~` ` - ` ~''' ~ v ~• ~~ correctly copied 1-tom an original Certificate of Death _ duly filed with me .z~ Local Registrar. The original "~ '"~~~~ 31 ~'~~' ~ ~~ ~ "-~ certificate will be forwarded to the State Vita] .. ul~, , 1 ~ ..~ v jj~~ Records Office for permanent filing. K ~ ._ . ~? n~ ~± Kf t ~ ~ c, ~ _ , .. L~axv~ ~ ~~~,.~cn~~r' J All 1 5/? tt t ~ Certification b~ i .,~ ~ ~, ~ ., ~ Local Re i trar Date Issued ~~~~ER Vii.. , s ~: g ,; Type/Print In COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF HEALTH • VITAL RECORDS Permanent Black ink CERTIFICATE OF pEATH 1. Decedent's Legal Name (First, Middle, Last, Suffix) State File Number: 2. Sex 3. Social security Number q, Date of Death (Mo/Day/Yr) (Spell Mo) JoAnne A. Fre~nail F 253 60 5757 January 14, 2013 Sa. Age-last Birthday (Vrs) sb. unaer 1 Year Sc. Vnder 1 Da 6. Date of Birth (MO/Day/Vear) (Spell Month) 7a. BNO't. ce Clty and State or Foreign Country) Fj' -7O Months Days Hours Minutes ~1 C!`) July 20 , l 942 71,, Birthplace (county) Sa. Residence (State or Foreign Cou nrry) gb. Residence (Street and Number -Include Ap[ No.) 8c. Dld Decedent Live In a Township? PA sd. Residence (cpunty> 250 Richland Rd. es, d«edent named m DiClcinson Swp. nand Be. Residence (Zip Code) Q ND, decedent lived within limits Of 9. Ever in US Armed Forces? 10. Marital Status at Time of Death Q Married lQ Widowed ll. Su rviyin 5 city/born. Q Ves $pLVO Q Unknown Q Divorced Q Never Married Q Vnknow g Pouse's Name (If wife, glue name prior to first marriage) 12. Father's Name (Firs[, Middle, Last, Suffix) 13. Mother's Name Prior to First Marriage (Firs[, Middle, last) Fhto A11i d Neiiie Pearl (Not Known) 14a. Informant's Name 14b. Relationship to Decedent 14c. Informant's Mailing Address (Street and Number, City, State, Zip Code Nancy J _ Yf~tlt zer Daughter G __ .. ~ Aisle , PA c If Death Occurred In a Hospital. Fi - - - '-----"--'---'""""--"•--~•••••L•-------•---a- P ace o Deat C ecOo Richland u inpatient - - ... . ......... ...Y one o If Death Occurred Somewhere Other Than a Hospital: ~ Emer _ -„---,- Hospice Facility ~ Decedenss Home gency Room/Outpatient Q Dead on grrival _ Q Nursing Hom¢/Long-Term Care Fac11It lsb. Facility Name (If not Institution, glue street and number; Y Other (Specify) Dail titer S Hie 250 R1Chland R(3_ lSC. City or Town, State, d Zip Code 15d. County of Death Carlisle, PA 17015 C.~nberland 16a. Method of Olsposition Q Burial [~ Crem atlon 16b. Date of Disposition 16c. Place of Dis m Q Removal from State Q p position (Name of Q/ ~I ~I o_ ~ °natlon orner (specify)_ 16d. Location of Disposition (City or Town, Slate and Zip) cemetery, crematory, or other place) 1 1 6 201 3 Ewai-ls Cranation S 22V1C2S 1 ~ , Leo1a, PA 7a. Signature of Fun ral Service License on harge of Interment S s 17 b. License Number c 17c. Name and G mplete Address f Funeral Fa alit Ewin Brothers Fti ~ ~ C FD 012633 L m lrlera 3o1(11e, 18. Decedent's Education - Ch k h Sn c_ 630 S_ Hanover St_ Carlisle, PA 17013 ~ er_ t e box that best describes hl hest de P g gree or level of school com feted at th ti the 19. Decedent of Hlspa nit Ori bin -Check the 20. Decedent's Ra Ch e me of de ~Rth grade or Less ath. box that best describes whether the decedent ce - eck ONE OR MORE races tp indicate what the decedent considered him lf No diploma, 9th - 12th grade is spanlsh/Htspa nit/L atlno. Check the "NO" se or herself to be. white Q High school graduate or GED completed box if decedenC is no[ Spanish/His panic/Latino. Q Korean Q Black or African Amen Q Some college credit, but no de gree Ne . not Spanish/Hispanic/Latino Q V s Mexican M can Q Vletna mese Q American Indian or Alaska Native j] Other A i Q Assocl ate dee tee (e.g. AA, AS) B h l ' , , exican American, Chicano Q Yes, Puerto Rican s an Q gsian Indian Q Native Hawaiia Q ac e or s d gree (e.g. 6A, AB, BS) Q Master's degree (e.g. MA, M5, MEng MEd MSW MBA ~ Yes, Gu ban n Q Chinese 0 Guamanian or Gha MOrro 0 FIIl pino , , , ) Q Doctorate (<. g. Php, Ed D) or Professional de gree Q Ves, other Spanish/His Panic/Latino Q Samoan Q Japa nes< Q Oth P f e. MD, DDS DVM, LLB, 1D (Specify) _ er aci ic Islander ~ Other 5 ( pacify) 21. Decedent's Single Race Self-Designation -Check ONLY ONE to in White dicate what the decedent considered himself h Q laDa nese Black or' African Am rl or erself to be. Q Samoan 22a. Decedent's Usual Occupation -Indicate type of wort e can Q Korean Q American Indian or Alaska N ti Q Other Pacific Islander done during most of working life. DO NOT USE RETIRED. a ve Q Vietnamese Q Asian Indian Q OtherASian Q Don't Know/Not Sure Cafeteria worker Q Chinese Q Native Hawaiian Fih I Q p no Q Refused ~ Other (Specify) 22b. Kind of Business/Industry Q Guamanian or Cha motto ITEMS 23a - 23d MVST BE COMPLETED 23a. Date Pronoun d D Car11s12 Area School D1St BY PERSON WHO PRONOUNCES OR CERTIFIES DEATH ce ead (Mo Da Y/Yr) 23 b. Signature o Person PronoUnCing Dea th Only when applicable) . 23 23d D t S ~ O' 3 c. License Number . a e ign d (M /Day/Yr) ' 4 24. Time of Death - ~. ~~ ~~) ~ ~ ~ r' [t /_"/ /~ / - + ~ 26 W ' Y TY ..J (~ j C.O . as Medical Examiner or Coroner Contacted? Q Yes N 26. Part 1- Enter the chain of events--diseases, inlu ties, or c res irat o CAUSE OF DEATH omplications--that directly ~aus¢d the death Approximate p p . 0 NOT enter terminal events such as cardiac arrest ory arrest, or ve ntrlcular fibrillation without showing the eti logy. DO NOT A68REVIATE I ~ Interval: Ent o IMMEDIATE CAUSE a ~ _ ----------'----> . er o n y one cause on a line. Add additional lines if necessary Onset to Death ~`~ Y~ ~~/) ~ (Final tlisease or condition f ca-~7 / e U/n ~ f~ resulting in death) Due to (o r as a c nsequ nce of): - b. Sequentially Ilst conditions, if any, leading to the cause Due [o (o as a consequ nce of): - Iisted on line a. Enter the UNDERLYING CAUSE ~ (dlse njury that Due to (or as a consequence of): _ W initiated the a nts resulting d. rn death) LAST_< - Due to (Or as a consequence o(): a~ 26. Part 11. Enter other signific:a nt co ndltlons t 'b tI t d th but not resultin In th d ' g e un erlying cause given In part 1 27. Was an autopsy pe r formed? m r~ y O Yes r7r'NO 2$. We autopsy findings available S' 29. If Female: to com plet< the tau of death? < o ~NOL pregnant within past year 30. Did Tobacco Use Contribute to Death? 31. Manner of Dea ~ Yes No th Q Pregnant at Limp of death Yes Q ~ Probably ,~t.atu ral t~ 'v Q H m 0 Not pregnant, but pregnant within 42 days of death Q NO ~• Unknown omicide Q gccident Q P f- Q Not p t Wg nant but pregnant 43 days to 1 year before d eath 32 D ending Investigation Q Suicide Co ld o r ` Q Unk if p egnant within the past year . ate of In u Mo Da /Vr 5 ell Month) ) ry ( / y ) ( p u not be determined Q 34. Place of Injury (e.g. home, co nstru ctlon site; farm; school) 33. Time of In)ury 35. Location of In jury (Street and Number, W r City, State, Zlp Codel 36. Injury at Work 37. If Transportation Injury, Specify: 38. Describe How Injury Occurred: Q Vas Q Driver/Operator Q Pedestrian Q N° ~ Passenger Q Other (Specify) 39a. Cjj rtifler (Check only one): B~Ce rtifying physician - To the best °f my knowledge, death occurred due to the cause Q Pronouncing ffi Certifying ph Ic"an - To the be [ of knowled (s) and manner stated Q Medical Examiner/Coroner ~/)bn the basis of min on, and/ g Invest gationrrlend at the time, date, and place, and due to the cause(s) and manner stated ~i/']~vl or my opinion, death occurred at the time, date, and place, and due to the c Signature of eertlfier:_ .w )T~ ause(s) and, / / stated T(tle of ce rtifler: /<•- ,J Ucense Num b¢r: fl CS"'7 3y (m3 39b. Name, Address and Zip Code of Pe o C pleting Cause of Death (Item 26) Y ti ~ ~ ~ Zt ~ rr ~+ 1 \ K PA ~ "~O 3~ . Date Signc` ( o/Da /Yr) 40. Registrar's District Nu bet 41. Registrar's 51 [ 5 ~ 3 nv ..._-__~_____ ~ C1 ~ _ >~~ ~~_e~.. 4Z. Reg;strar File Date ( o Day Vr) Disposition Permit No._ O /l ~J O - I ~ H105-143 REV 07/201]. LAST T~f~ILL AND TESTAMENT I, JOANNE FREEMAN, of West Pennsboro Township, Cumberland County, Pennsylvania, being of sound mind, disposing memory and full legal age, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking all Wills and Codicils heretofore made by me. ONE. I direct my Executor or Executrix, as the case may be, to pay all of my debts, funeral and administrative expenses as soon as convenient after my decease. Furthermore, I direct that all state, inheritance, succession and other death taxes imposed or payable by reason of my death and interest and penalties thereon with respect to all property composing of my gross estate for death tax purposes, whether or not such property passes under this Will, shall be paid „ by the Executor or Executrix of my estate. Further, to the extent that sufficient assets exist in my ,,,,s estate, any and all inheritance or other estate taxes, whether to non-charitable or charitable beneficiaries, shall be paid by my Executor or Executrix from the residuary of my estate. TWO. My Executor or Executrix may, at his or her discretion, compromise claims, borrow money, retain property for such length of time as he or she may deem proper; lease and sell property for such prices, on such terms, at public or private sales, as he or she may deem proper; and invest estate property and income without restriction to legal investments unless otherwise provided hereunder. I authorize and empower my Executor or Executrix to sell any realty and/or personalty owned by me at my death and not specifically devised or bequeathed ~_ herein, at public or private sale or sales and to give good and sufficient deeds aati/gr bills el' sal ~- r, ~, ~~ ~'-' y : ~.s therefor, in fee simple, as I could do if living. My Executor or Executrix rs~ t}~griz and, ,..., empowered to engage in any business in which I may be engaged at my death, ~c?rr.~ueli~ pe it od of ~`°~ time after my death as seems expedient to said Executor or Executrix. ~ ~~ .. ~ .. -~ r,. , ~ + t ~ ~,~ THREE. I give, devise and bequeath all of my estate of whatever nature and wherever situate, in equal shares, to my children, SHARI M. KYLE and NANCY J. YENTZER, per stirpes, which provides that the child or children of any deceased beneficiary shall take the share their parent would have taken if living, provided, however, if any said heir or beneficiary is under the age of thirty (30) years, then his or her share shall be held IN TRUST, in accordance with the following terms and conditions of Paragraph Four herein. FOUR. If any heir or beneficiary is under the age of thirty (30) years at the date of my death, then his or her share of my estate I give, devise and bequeath to be held IN TRUST by the hereinafter mentioned Trustee according to the following terms and conditions: Upon the creation of this Trust, the Trustees shall divide this trust principal into individual shares in the name of each heir or beneficiary in the amount equal to the amount that said heir or beneficiary inherited hereunder. The Trustee, as well as my Executor or Executrix, as the case may be, is hereby authorized to retain, unconverted, any property, real or personal, that I may own at my death and shall be under no duty to convert it into legal investments. The Trustee shall have the power and authority to sell, transfer, convey, invest and reinvest and to pay over the net income of the trust property, to or for the use of my children, or to accumulate it in the sole discretion of the Trustee. The Trustee is also authorized and empowered to pay over to, or for the use and benefit of my children such portion of or all of the principal of the trust estate as in the Trustee's sole discretion seems proper for their continued support, maintenance, education, medical care or general welfare. My primary objective is to ensure the continued support, maintenance, education and medical care of my heir or beneficiary until they reach the age of thirty (30) years. Notwithstanding the above purpose of this trust, the Trustee, in the Trustee's sole discretion, may distribute any portion of the income or principal of the 2 trust estate over to any heir or beneficiary who has attained the age of thirty (30) years prior to the ultimate distribution hereof as the Trustee deems proper for the health, maintenance, education or setting up of a child in business or in a profession, or the purchase of real property or for similar purposes or for any other purpose which would in the Trustee's sole discretion advance the best interest of said child. The Trustee shall be under no duty to distribute or use the principal equally, but may distribute or use principal unequally in his or her discretion. When said heir or beneficiary reaches the age of twenty-five (25) years, then one-half (1/2) of whatever remains of income or principal of the heir or beneficiary's trust estate shall be distributed to said heir or beneficiary, per stirpes. When said heir or beneficiary reaches the age of thirty (30) years, then whatever remains of income or principal of his or her trust estate shall be distributed to said heir or beneficiary, per stirpes. In the event that any heir or beneficiary of this Paragraph Five predeceases me or becomes deceased prior to the distribution of this Trust without leaving surviving issue, then in that event, the deceased individual's share shall be divided equally, per stirpes, between my surviving heirs and beneficiaries of Paragraph Four. If, for whatever reason, all of my children of this Paragraph Four predecease me or become deceased prior to the distribution of this Trust without leaving surviving issue, then said heir or beneficiary's share shall be distributed in accordance Paragraph Six hereof. FIVE. I hereby nominate and appoint SHARI M. KYLE and NANCY J. YENTZER, or the survivor of the two of them, to be the Co-Executors of this my Last Will and Testament. ,SIX. I hereby nominate and appoint SHARI M. KYLE and NANCY J. YENTZER, or the survivor of the two of them, to serve as Trustees of the trust created in Paragraph Four hereof. 3 SEVEN. me by sixty (60) days. EIGHT. No person(s) shall benefit hereunder unless such beneficiary shall survive No Executor or Trustee acting hereunder shall be required to post bond or enter security in this or any other jurisdiction. NINE No beneficiary may assign, anticipate or pledge his or her interest in any income or principal held or distributable hereunder, and no beneficiary's creditors may levy, attach or otherwise reach any such interest. NINE. If any person or institution entitled to share in any distribution under the terms of this my Last Will and Testament becomes an adverse party in any proceeding to contest the probate of this Last Will and Testament, such person or institution shall forfeit his, her or its entire interest inherited hereunder and all provisions in favor of such person or institution shall be declared void and of no effect. The share of such person or institution so forfeited shall be distributed as part of the residue pursuant to Paragraph Four hereof except that if such person or institution is entitled to share in the said residue, that interest shall be distributed proportionately to the other residuary distributees. v IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~ day of March, 2007,. ~l-> JD NE FREEMAN 4 Signed, sealed, published and declared by the above-named person as and for a Last Will and Testament, in our presence, who at said person's request, in said person's presence and in the presence of each other have hereunto set our names as subscribing witnesses. ACKNOWLEDGMENT AND AFFIDAVIT WE, .JOANNE FREEMAN, JAMES D. HUGHES and JENNIFER M. NEGLEY, the testatrix and witnesses respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her Last Will, and that she had signed willingly, and that she executed it as her free and voluntary act for the purpose herein expressed, and that each of the witnesses, in the presence and hearing of the testatrix, signed the Will as a witness and that to the best of their knowledge the testatrix was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. } JO~TNE FREEMAN D. HUGHES COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ~; J NNIF M. NEGLE . SS: Subscribed, sworn to and acknowledged before me by JOANNE FREEMAN, the testatrix herein and subscribed and swo , ci _before me by JAMES D. HUGHES and JENNIFER M. NEGLEY, witnesses, this ~ day o arch, 2007. COMMONWEALTH OF PENNSYLVANIA ~ L ~~ seal tart' Public C°"n Aug. 14, 2007 MeR,~. vwania Ass4aaeon a Notaries