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Home My WebLink About05-11-05 PETITION FOR PROBATE and GRANT OF LETTERS Estate of Gertrude B. Lickel late of the Borough of Carlisle, Cumberland County, Pennsylvania, Deteased. Social Security No. 165-26-5218 No. 21-05- 0 Lj 30 To: Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner, who is 18 years of age or older and the executrix named in the last will of the above decedent, dated November 15, 2000. Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at 542 Summit Drive, Carlisle, Pennsylvania 17013. Decedent, then 85 years of age, died May 6, 2005, at Carlisle, Pennsylvania. Ddecedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated an incapacitated person. Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (Ifnot domiciled in Pa.) Personal property in PA (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: 542 Summit Drive, Carlisle, P A 17013 $175000.00 $ $ $144000.00 WHEREFORE, petitioner respectfully requests the probate of the last will presented herewith and the grant of letters testamentary thereon. ~''tre.w~?~ Trud~~e auffinan Cl:l 1451 Friedensburg Road Reading, P A 19606 CV 1" , OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA) ) SS: COUNTY OF CUMBERLAND ) The petitioner above-named swears or affirms that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner and that as personal representative of the above decedent petitioner will well and truly administer the estate according to law. T2SsZ1u~ 1l~ No. 21-05- Estate of Gertrude B. Lickel, Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW ,2005, in consideration of the petition on the reverse side hereof, satisfacto roof having been presented before me, IT IS DECREED that the instrument dated November 15,2000, described therein be admitted to probate and filed of record as the last will of Gertrude B. Lickel; and Letters Testamentary are hereby granted to Trudy Louise Kauffinan. Ji ~ES \500 Probate, Letters, Etc. . . .$ 300 ,('1) R... - . ti6l1.i ~p. ." $ JQ....QO ~.iu~'''"' $ S OD TOTAL _ $ 401.''', Wayne F. Shade, Esquire 15712 ATTORNEY (Sup. Ct. 1.0. No.) 53 West Pomfret Street Carlisle, Pennsylvania 17013 ADDRESS 717-243-0220 PHONE tVr r<::7~ ? Short Certificate( s) . . . . $ I ~ . u::::, Filed. .$: .19.'.Q? . This is 10 certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent tiling. WARNING: It is illegal to duplicate this copy by photostat or photograph. 11331545 ~;_~. ~b)..~~~~, Local Registrar Fee for this certificate. $6.00 p MAY 1 0 2005 Date H105,144R&v.1191 rVPf!PRINT ~ 'EAMANENT BLACI(INK UNOER1YEAA Mont.... 0&\'1 DECEO:DENT'SU OCC AATJON ~~~~i.~=~:'f c 3 ~ o < No. COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS CERTtFICATE OF DEATH (Coroner) f\.) L Lickel ST"'-~FllENUM!l.R SEX SOCIALSECUArTVNUlolBER 2. Female 3. 165-26-5218 MrEOf'DE~H(_.QaY,_1 4. May 6 J 2005 UNDER1DIW Hcu", Mlnut... OATEOFBIRTH (Monl~, Day. \liar) BIATHPLACE(Cityond Sla,.",FO<oignCounlry) PLACEOI'DE.(!"H(Checkoolyo,," _",.Iru<:ti_onolh..'ide) HOSPITAl- InpoUenlO ~rook1 I NY ... FACILlTVNAME(I!noti"'lllulio".gWe"'.oI.odrMJm~) ='YlD , AACE.""'OrlCllnlndian,BI.Ck.Wnllo.,""" (Specifyl White SURVlVINGSPOUSE ~1"1f''',gl""",,,i<ler1n.m") Carlisle k. Carlisle Regional Medical k. INDUSTRY MARITALSWUS.M.mO(l _~,WI<luwod, OWon:od(Spocly) widowed Center KINDOFBUSINE H e OECE"DENT'S CTl}AL RESIDENCE (S... ioslnJC~"'" ""ot/1...i<J.) PA. 17e,DY80.doced.ntl/V<<l,n na.S\1\o> "' ~-" IMoln" 'own.rHp? ~ "'No,docod....l....d ITd.l.4..iUUo.-...ll\ml.lo<>l MOTHER'S NAME(F""" MI_. M.idonSU""""., Ig. Kathryn Harrie INFORMANT'S MAluNG AODR~SS (SIt8oI!, CiI'/fTown,$taltI,lipCoo<\l\ 1451 Friedensbu Rd. Read'n A 19 6 PlACEOFOISF>OSn"ON.Nam.oICemeto<'!',CramllOry LOCATION. tyflbwn,S_.lIpCode o,OthorPl."" Cumberland ("....diAl~ 17b.Coun, ELlCENEI': Co.,PA 2005 Swatara Twp.Dauphin Hoffman-Rotf;l Funeral Home "00' LICENSI':NIJMBEA 21.. paxtang Cemetery NAII.II':ANOADDAESSOFFACIl.ITY SSUCI1 22b. 01481 ll'>abootolmykno...odgoo.d....'nGtCu"od.tthlltlm., ,,"'..ndplaCe.'.tod (Sig""tureandTi'le) O,<g'ESIGNEO (Mon'h,O.Y.\\oa~ t3b. Ut. WASCASEREFERREOID ME~LI':l(AM'NEFI1CORONER? ,...~ NoD ,. lAll!""1"lmat. """TII' O_~,""n\__\fI0106aIl'n,1>ul 'krl'......._...n ,..,t'..ulUngInth.undlrt\llnOClluoeQMlnlnPAATI. :""",,,.ndGoath ; Remote MI ,~. TIMEOFQE.ll'H OjIJEPI'lC1<OOMC.HlOE...DfAAonll1,o.y."".r) 24. 6:47 P'M 211. May 6, 2005 71. PART I: Enter t,," d_....lnjurlesof """'p1ication.""ictl ClI...ed lho dea'h. Do not .ntlf I~. mod. 01 a,ong. suoh a. c.rdlac or '.opir.tory arrett, .~<>ek Of h"'~ tal'U,. UIlOflrym,""""'onaaon~IlI. . WEREAUlOPSYFINOINGS .oMOdLABLEPR'ORID CO~PLETlONOFCAUSE OFOE,O;TI11 ~D J ~ ~ o ~ ~ . Severe Coronar Arter Disease OUElO,~~...cmISE:O!JEtlCECF)-. OUEnJ(ORA13ACONSEQUENCEOf): OUElO(ORASACONSEOU~NCEOf)' MANNEROFDERt; DjlJE01'INJURY (Mon'h,lleY,_~ TIMEOFli'lJUAY NlIu,at ..& o o COuid,..,'bo'Id....mlllld I'Iomjclda o D 30.. 311b. M. O PLAC!::O!"NJURy.p.s.homo,tarm,.lfeet.taotory,oHIco build'nQ,""'_(Specifyl ,~. ~D - f>en<l\ngloweallgallon ,~~ ~. UO. 2". ~IFIEl'I(ChIlcl<on/y"""J .ctRJlF1'IJolOPtIYSlCl","~ieno""ilyingo.usaold"lI1wh""an"",",pMyOicianh..pron()(jnc""d...lI1andoomp'.I",,"am23) TO__lo1myk....-g.,_ooeu"...d...'olha..uM(.).ndm.n_.._.. 'PIlONDUNClffQANDCERTlF'rJNOPHY8/C'~(Phyaicianl>oll1pron()(jncinf;l_""""",\I!yiIv;j"'""",,,,<>I_) ToOMl_ollltyk....,.....,d..I~"""u......IIMllm.,d.bl,.....p1...,_duotolh...lII8(.).nd....n""".._.. o Coroner Dl\TESlGNED(~,Oa~._l Die. nd May 9. 2005 NAME AND ,o.OORESS OF PERSON WHO CQMptETE:O CAUSE OF OEA:TH (Item27)TypeorPrIntMichae1 L. Norris. Coroner 6375 Basehore Road, Suite #1 Mechanicsburg, Pa. 17050 'MEDICAL EXAMINERlCORONEA OnlhelPMlaol..amlutkN!andforln......t~,ln""loplnlGn,<IaoI\h=t>.>O'A<lIll\""'tlJtle,dole,.ndpl.o.,.ndd...toIh...,,,'ao(a)and ......ner.._rod... 31.. REGISTP.AR.SS~NATUREANONUIolBER ~. ~~~~ ~~ ". .1 ~ ~ WAYNEF. SHADE Attorney at Law 53 West Pomftet Street Carl\sle, Pennsylvania 17013 .' LAST WILL AND TESTAMENT I, GERTRUDE B. LICKEL, of the Borough of Carlisle, County of Cumberland, Commonwealth of Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void all former wills and codicils by me at anytime heretofore made. FIRST. I order and direct that all my just debts and funeral expenses be paid by my personal representative or representatives, hereinafter named, as soon as conveniently may be done after my decease. I further authorize my personal representative to expend funds from my Estate in such amounts as my personal representative shall consider appropriate, for the disposition and memorial of my remains. SECOND. All the rest, residue and remainder of my Estate, real, personal and mixed, whatsoever and wheresoever situate, I give, devise and bequeath unto my daughter, TRUDY LOUISE KAUFFMAN, if she survives me. If she should fail to survive me, I give, devise and bequeath the said residue of my Estate unto such of her issue who shall survive me, in equal shares, by representation and not per capita. THIRD. For the purposes of this my Last Will and Testament, a person shall not be deemed to have survived me unless he or she shall have survived me by more than ninety (90) days. 7.:' .~ ~ ~ FOURTH. If both my said daughter and all of her issue should fail to survive me, I give, devise and bequeath the said residue of my Estate, in equal shares, unto the brothers and sisters of my late husband, Chester A. Lickel, ALICE A. HAAG, GENE B. LICKEL and FRANCES J. CLARR. If any of the said siblings of my late husband should fail to survive me, I give, devise and bequeath his or share unto such of them who shall survive me, in equal shares. FIFTH. I nominate, constitute and appoint M & T BANK, N .A., of Carlisle, Pennsylvania, its successors or assigns, to serve without bond as the Trustee with respect to any property which shall pass, either under this my Last Will and Testament or otherwise to such minor or minors as defined herein. It is my intention that the entire residue of my Estate be held in trust until all of the beneficiaries of this Trust are no longer minors as defined herein. During the course of administration of the Trust, payments may be made as provided herein without regard to equality among the various beneficiaries; and when the youngest living beneficiary of this Trust reaches the age of majority as defined herein, the remainder ofthe Trust shall be distributed among the then living beneficiaries of this Trust, in equal shares. This appointment of Trustee shall not supersede the right of any fiduciary in its discretion to distribute the shares to the beneficiaries of this Trust. The said Trustee is hereby vested with the power to sell, assign, transfer, pledge, mortgage, lease, manage, control, retain, invest and reinvest the corpus of said Trust in such securities and other property as shall be deemed prudent WAYNEF.SHADE Attorn,yat Law without being restricted to investments known as legal investments for fiduciaries under 53 West Pomfret Street Carlisle, Pennsylvania 17013 -2- -~ ~ ~ ~ the laws of the Commonwealth of Pennsylvania. The Trustee shall have the power to manipulate the proceeds of the Trust in any manner that will guarantee maximum conservation of the Trust funds and the greatest production of income for the beneficiaries. I hereby authorize the said Trustee to expend any monies from principal or interest for the beneficiaries that in the sole discretion of the Trustee is deemed necessary for their care, health, education, maintenance and general welfare; the word "education" shall be construed to include a pre-college course, high school education, vocational education, college education and post-graduate education and includes provision of adequate funds for all reasonable and related living and travel expenses. It is my intention that the foregoing powers may be exercised by the said Trustee without prior Court approval and without further responsibility to the beneficiaries, their parents or to any other person or persons taking care of the minor beneficiaries. The age of majority for all purposes concerning this my Last Will and Testament shall be deemed to be the age oftwenty-two (22) years. If any of the beneficiaries of the Trust created in this Item Fifth should fail to survive me, or having survived me, should fail to survive to ultimate distribution of the Trust herein, I give, devise and bequeath the share of said beneficiary unto such beneficiaries who shall survive to ultimate distribution, in equal shares. SIXTH. I order and direct that any estate, inheritance or similar tax due as a result of my death with respect to any property passing as a result of my death, shall be paid from the residue of my Estate before its division into shares and prior to distribution as an WAYNE F. SHADE Attorney,' L,w expense of administration and that no part of the taxes should be prorated or apportioned 53 West Pomfret Street Carlisle, Pennsylvania 17013 -3- ., ~ j6 WAYNEF. SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 17013 among the persons or beneficiaries receiving the taxable property. It is my express intention that all inheritance taxes imposed as a result of my death be paid from the residue of my Estate whether or not the property passes under my Last Will and Testament. My personal representative shall have full power and authority to pay, compromise or settle any such taxes at anytime whether with respect to present or future interests. SEVENTH. Any and all decisions, determinations or actions made or taken by a personal representative or Trustee hereunder, ifmade in good faith, shall be final and conclusive on all persons who are or may become interested in my Estate. No fiduciary acting under this my Last Will and Testament shall be liable for any error in judgment or for any depreciation or reduction in value of any Estate or Trust assets at anytime, in the absence of willful default. LASTLY. I nominate, constitute and appoint my daughter, TRUDY LOUISE KAUFFMAN, to be the Executrix of this my Last Will and Testament, but if, for any reason, she should fail to qualifY as such Executrix or decline or cease so to serve, I nominate, constitute and appoint my granddaughters, JENNIFER DEEGAN KANTNER and KATE E. SIPPLE, as successive alternate Executrices hereof, all to serve without bond. IN WITNESS WHEREOF, I, GERTRUDE B. LICKEL, have hereunto set my hand and seal to this my Last Will and Testament which consists of six (6) typewritten -4- WAYNEF. SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 17013 pages to each of which I have affixed my signature, this 15th day of November , A.D. Two Thousand (2000). ~~. J;-~ (SEAL) -- Gertrude B. Lickel The preceding instrument, consisting of this and five (5) other typewritten pages, each identified by the signature of the Testatrix, was on the date thereof signed, sealed, published and declared by GERTRUDE B. LICKEL, the Testatrix therein named, as her Last Will and Testament, 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. c:V7~ ~dL i!tkJ] II /:IILU{( J Acknowledgment COMMONWEAL TH OF PENNSYL VANIA ) ) SS: COUNTY OF CUMBERLAND ) I, GERTRUDE B. LICKEL, the person whose name is signed to the foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I -5- WAYNEF.SHADE Attorney at Law 53 West Pomfret Street Carlisle, Pennsylvania 17013 signed and executed the instrument as my Last Will and Testament and that I signed it willingly and as my free and voluntary act for the purposes therein expressed. Sworn to or affirmed and acknowledged before me by GERTRUDE B. LICKEL, this 15th day of November ,2000. ~k~ Jf-J;-l . Gertrude B. Lickel C~~~~ Notary Pu lic Affidavit Notarial Seal Connie J. Trill, Notary Public Carlisle, Cumberland County My Commission Expires Oct. 5, 2004 COMMONWEALTH OF PENNSYL VANIA ) ) SS: COUNTY OF CUMBERLAND ) We, Wayne F. Shade and Helen H. Shade , the witnesses whose names are signed hereto, being duly qualified according to law, do depose and say that we were present and saw the Testatrix sign and execute the instrument as her Last Will and Testament; that the Testatrix signed willingly and executed it as her free and voluntary 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 that time eighteen or more years of age, of sound mind and under no constraint or undue influence. Sworn to or affirmed and subscribed to before me by Wayne F. Shade and Helen H. Shade 15th day of November ,2000. , witnesses, this cv.~ ~~ Nf /vYL I-! ~d ~rz / Q~~~ Notary P hc -6- Notarial Seal Connie J. Trill, Notary Public Carlisle, Cumberland County My Commission Expires Oct. 5, 2004