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