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Home My WebLink About07-21-05 .' l :r " . Register of Wills of Cumberland County Estate of Viola Mae Baker also known as Viola M. Baker PETITION FOR PROBATE and GRANT OF LETTERS No. ;J / -(Yi -() fo.5CJ To: , Deceased Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania Social Security No. 196-14-2190 The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older, and the execut~ named in the last will of the above decedent, dated May 7 , 20 02 and codicil(s) dated (nonp.) (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decedent was domiciled at death in Cumberland Pennsylvania, with h~.rlast family or principal residence at 39 Ashburg Drive, Suite 7, Silver Spring Township (list street, number and municipality) County, Decedent, then ~ years of age, died June 25 , 20~, at Holy Spirit Hospital, Camp Hill, PA Except as follows, decedent 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 ofa killing and was never adjudicated incompetent: Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (Ifnot domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: (none) $ 75,000.00 $ $ $ WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary (testamentary; administration c.La.; administration d.b.n.c.t.a.) thereon. ~ o1etitionerjS; . . ! h'1 ~ \"lc--.V\lce IVI -.LlIU)-e. Residence(s) ofPetitioner(s) 14 Westfields Drive, Mechanicsburg, PA 17050 er C) .! } .--, ) -, ,-.> C._.--' r-':J -n '-- c:: ",'.J 1 ) '- ) - ~:J --J '"'I ~) r....1 ':J 'C) "-j ";, (~'5 n ,.....) en . Register of Wills of Cumberland County '-") -'I ", "" c;~;:. ("":c:J C-j"1 L_ ':::: ,.-- ~) f-r', C) .r C) (_~ :::::-J . [~3 ___ C':") ,i -'n ; 2:'~ . iTj C) -:-) OATH OF PERSONAL REPRESENTATIVE 00 -u COUNTY OF CUMBERLAND COMMONWEALTH OF PENNSYLVANIA SS: The petitioner(s) above~named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief ofpetitioner(s) and that as personal representative(s) ofthe above decedent petitioner(s) will well and truly administer the estate according to law. o/~ fh1" ~3~ Sworn to or affirmed and subscribed Before me this /~ } ;"".} m day of ,20 ('J5 { en ,;;" " ~ 2' ~ ~ Estate of Viola Mae Baker -111< n , Deceased IJ'Oi/.l n<.84K6/2 DECREE OF PROBATE AND GRANT OF LETTERS AND NOW July :Ai ilk 20~, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s), dated May 7,2002 , described therein be admitted to probate filed of record as the last will of Viola Mae Baker -ftK 11 iJiajt M. ; and Letters are hereby granted to Janice M" Biddle "'" K E/2 Bond...".............."............." Total Filed July ;JJ"ttf ~~ /Aj-Uv uJa1.:t. Lh ;t~ {j-~ FEES Probate, Letters, Etc. ............. Will..".............................. Renunciation.............. .....,... Short Certificates ({,) .....""..".. lCP."....".."..."...""..........."... Automation Fee................... 2005 13StJ"{) /5t:rZJ ~iJ, iuN~/ Jkd~ ~'" Register of Wills / ~~ Attorney (Sup. Ct. I. . No.) 2100 Longs Gap Road Carlisle, PA 17013 Address $ $ $ $ d-.i.f. 5V $ JO <J7) $ SIrZ! $ I 89. OV $ 717-249-7717 Phone -J ~---) C",) r:..:.) c..!'\ -.':1 :TI i-~"I '~ ) ,.~ ::-;.j ~< (J . r"i! , C] C) --,"-, :n -C) I-n L_ - -j ~~ LAST WILL AND TEST AMENT j"...) ,) I, VIOLA MAE BAKER, ofSwatara Township, Dauphin County, Pennsylvania, beini;i'bf C' sound and disposing mind and memory, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all former Wills or Codicils by me made. I. I direct that all my legally enforceable debts, funeral expenses, testamentary expenses and all inheritance taxes (whether such taxes may be payable by my estate or by any recipient of any property) shall be paid from my residuary estate as soon as practicable after my decease and as part of the administration of my estate. My personal representative shall have no duty or obligation to obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other property not passing under this Will. 2. I give, devise and bequeath such items of personal property as are itemized in a certain list, if any, attached hereto to the persons named thereon, which list is signed and dated by me at the end thereo f. 3. I give, devise and bequeath all the rest, residue and remainder of my estate, both real and personal property, in equal shares, unto my nieces, JANICE M. BIDDLE and DONNA K. STREIBICH, absolutely. Page I of 4 Pages tI )1 13 V.M.B. 4. I nominate, constitute and appoint my niece, JANICE M. BIDDLE, as Executrix of my estate. In the event she shall be unable or unwilling to serve in such capacity, then I appoint my niece, DONNA K. STREIBICH, to act in such capacity. 5. I direct that my personal representative shall not be required to file a bond to secure the faithful performance of her duties in any jurisdiction. 6. I authorize and empower my personal representative, in her sole and absolute discretion, to purchase or otherwise acquire and retain any investments of which I die seized or any real or personal property of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose of or grant options in regard to any or all property of any kind forming a part of my estate for such terms and such prices as she may deem advisable; to borrow money for any purposes connected with the protection and preservation of my estate; to mortgage or pledge any real or personal property forming a part of my estate or to join in or secure the partition of same; to compromise any claims or demands of my estate against others or of others against my estate; to make distribution in kind and to cause any share to be composed of cash, property or undivided fractional shares in property different in kind from any other share; to employ agents, attorneys and proxies and to delegate to them such power as my personal representative considers desirable and to pay reasonable compensation for such services as may be rendered by such agents, attorneys and proxies; and to execute and deliver such instruments as may be necessary to carry out any of these powers. In addition, I direct that my personal representative shall have the powerto conduct an inventory of any safe deposit box necessary to the administration of my estate. Page 2 of 4 Pages ~}.II B V.M.B. IN WITNESS WHEREOF I have hereunto set my hand and seal this 7th day of May, 2002. 9/'-.2. ./ 9J'coP ~ J3~SEAL) Viola Mae Bak~r SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testatrix, as and for her Last Will and Testament, in the presence of us, who at her request, have hereunto subscribed our names as witnesses thereto, in the presence of the said Testatrix and of each other. ~~ _-ft7~T /Y~/)uj,,~-, Page 3 of 4 Pages COMMONWEALTH OF PENNSYLVANIA ) SS. COUNTY OF DAUPHIN ) I, VIOLA MAE BAKER, Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. r !- _____.9n~ "-_ Ale:} ~ Viola Mae Baker Sworn or affirmed to and acknowledged before me by VIOLA MAE BAKER, the Testatrix, this 7'h day of May, 2002. COMMONWEALTH OF PENNSYLVANIA ) : SS. ) Notarial Seal Lori A. Sullivan, Notary Public Carlisle Boro, Cumberland County My Commission Expires Feb. 16, 2004 Member, Pennsylvania Association of Notaries COUNTY OF DAUPHIN We, .S713P;/P/ L.. g?tJ{}/h and /h/hZI/<A '7 (;'t/~N;'::' 7l.?Z the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw VIOLA MAE BAKER, the Testatrix, sign and execute the instrument as her Last Will; that the Testatrix signed willingly and that the Testatrix executed it as her free and voluntary act for the purposes therein expressed; that each of us, in the hearing and sight of the Testatrix, signed the Will as witnesses; and that to the best of our knowledge the Testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. -~~ ~ '7 I Address ;)./ 00 Lor..!~ 00/" /!<.<x-<. ~:.o.ri.sle PA /70/3 . 47~ .. 'j. ~ /I/. / '-.--/j nvr/I.A./G/'-J /. //,?'iv'ndc;V-vu Address ;?S2.N I.;'"-Ouc-yc= .s.UB3i CMus;. {.~ , //7 /7(..1/3 , Sworn or affirmed to and subscribed befor Notarial Seal Leri A. Sullivan. Notary Public Carlisle 8oro, Cumberland County My Commission ExPir".ts Feb. 16,2004 Member, Pennsylvania Association Of Notaries C:\SLB\Estate Phnning\ 1(J326.1 will.l.doc Page 4 of 4 Pages STEPHEN L. BLOOM ATTORNEY AND COUNSELLOR AT LAW WWW PRACTICALCOUNSEL COM July 15,2005 2100 LONGS GAP ROAD CARLISLE, PENNSYLVANlA 17013 TELEPHONE 717-249-7717 FACSIMILE 717-249-7757 TOLL FREE 8~-548-9602 C~:;l C':'.~> C_" SBLOOM@PRACTICALCOUNSEL.COM Janice M. Biddle, Executrix Estate of Viola Mae Baker 14 Westfields Drive Mechanicsburg, P A 17050 ;()-05' -ob5(J -~ '-- (:::-~: i'"'i'l C) '~--) ".--.t] i (":J ~T-I ';,~ C,) i--'"1 , =C1 C) i'l"l r'...) <, RE: Estate of Viola Mae Baker, alkJa Viola M. Baker '....) Dear Janice: en It was a pleasure meeting with you yesterday, despite the always difficult nature of the circumstances involved. As we discussed, you will be taking the documents which I provided to you to the Office of the Register of Wills at the Cumberland County Courthouse for filing and receipt of the Short Certificates (six). You will then close out the existing bank accounts of your aunt and open a new estate checking account for the handling of the various estate transactions, including reimbursing yourself for the costs you advance at the Register of Wills. You will also provide me with three of the Short Certificates for my use, along with the Letters Testamentary and a copy of the receipt. I will then begin taking care of a number of procedural requirements and the preliminary matters of valuation necessary for assembling the Pennsylvania Inheritance Tax Return. During this time, you will continue to provide me with documentation of any estate assets or liabilities of which you become aware. Our goal will be to have the Inheritance Tax Return ready for filing by September 25, 2005, in order to take advantage of the available discount. Once the Inheritance Tax Return has been accepted by the State of Pennsylvania, I will prepare a Family Settlement Agreement for review and acceptance by ),OU and your sister. When the Agreement has been signed, you will be in a position to make final distribution of assets. As we also discussed, my fees will be based on the nature and scope of the work required, and I am initially anticipating the final total fees to be in the range of$3,500.00 to $5,000.00. I will provide you with itemized statements as we move forward. Meanwhile, I would appreciate your sending me the initial retainer we discussed in the amount of $2,000.00. And again, please feel free to contact me with any questions you may have. Thank you. Very truly yours, ~. <___~.<:::v<2- Stephen L. Bloom C:\Office . Correspondence 2005\10326.2jb.l.doc PRACTICAL COUNSEL + CHRISTIAN PERSPECTIVE