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HomeMy WebLinkAbout09-27-05 ., " e~ z Register of Wills of Cumberland County PETITION FOR PROBATE and GRANT OF LETTERS No. .;2.., -0 < To: EstClie of Lee Ann B. Wagner also known as , Deceased. Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania Social Security No. 209-12-0765 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 February 23, 1988 , 20 and codicil(s) dated (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decedent was domiciled at death in Cumberland Pennsylvania, with h~last family or principal residence at 26 Cambridge Court, Carlisle, Cumberland County, Pennsylvania (list street, number and municipality) County, Decedent, then ~ years of age, died August 16 ,20~, at Carlisle, Cumberland County, 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 of a killing and was never adjudicated incompetent: Divorced - no children Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not 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: $ 75,000.00 $ $ $ >,,1 WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codici<l(s)presente~-; I herewith and the grant of letters testamenta "1 (testamental)'; administration c.ta.; administrati(jttd.b.n.c.t .) er (,q 0" f1 . Register of Wills of Cumberland County OATH OF PERSONAL REPRESENTATIVE COMMONWEAL TO OF PENNSYLVANIA } SS: COUNTY OF CUMBERLAND 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) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed { Before me this 2 2 no day of ~ePtember 12~05 e~ ~ ttl4'lf Register Special Probate Clerk ./ ;;7././ h,'iP,' '{ ~ ~. ij A ~ No..).' -o<")"-O<s S-9 Estate of.::f:.2~ G..#\......... P'l LLll rIQ..-"'- ,Deceased {} U DECREE OF PROBATE AND GRANT OF LETTERS AND NOW ~ - r~ I 20~in consideration of the petition on the reverse side hereof, satisfac~ort~oofhaving been pres.ented bef~re me, I~ IS DECREED that the instrument(s), dated .J PJ' a.OH 1C'j~ ' descnbed therem be adrrutted to probate filed..9.fre~or~ as the last will of i7'-O~ '- ~+-' (^>\.~"!~ \, ; and Letters are hereby granted to V~ fS. ~...n:~)o.A.- .:~~ , \~ ;~'-:I " > ., . FEES Probate, Letters, Etc. ............. $ I 35 . <. J'::) Will ................................. $ IS. ~'\.l ~~.~..... $ 7t;"-iJV Short Certificates ( )............ $ OlD. 00 J CP .. .. .. . .. . . . .. . . .. . .. .. .. .. . .. .. .. $ , D . LID Automation Felt:.....r............ $ 5 d'C &md'.C~-'"'O~...... $ 6)D. ,,'C Total_ $~g"D lV Filed C)'d.1 20 05 en 0"\ Address Phone , I STATE OF ~W JERSEY OCEAN ss: COUNTY OF I, Carmen D. Moore , the undersigned authority, do hereby certify in the manner in which such acts are usually are authenticated by me that val R. Wagner the person named in within the Commission, personally appeared before me at Toms River, NJ ,on September 22, 2005 , and was duly sworn by me to the truth of the attached signed docum~nts. Provided a New Jersey Driver's License #WO 150 7617911242 Subscribed and Sworn to before me on AFFIX SEAL September 22, 2005 ~~ ~..~tJ Special Probate h~R. G)Lerk ~~. .-:) '.C-__" ..- ~ .-.----} ~.__: I 0'\, Page 02 Thi" is to certify that the information here given is correctly copied from an original certificate of death duly filcd with mc as Local Registrar. The original certificate will be forwarded to the State Vital Rccords Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate. $6.00 D 1"1nr"';)o1f"\ l .J...IC),J" ,;) No. "" "/IINN/hl",,,,,,,, I\\\\l"~~\.'\\ OF PEl----_. I\O>:'~'4'n-"'- ,'= "A- I~_"" . ~\ ~~ :. \?>. ~ c::::tl : -- " ',!:~ ~ c..,.) P-.t." '.:b,. ~ ~ \ _. 'j 'd ~ I ~ >.*L:.~..... ,/*~ \. * .' ./~l ;,.~. /.~", "'" 7-9,. '-\\.~\\\ ""-............ 'MEN1 II\: ~ ,.,,1 "'''""#",,,,,111'''' ~ ~;,~~~~ AUG 11 200$ Date ~\ ;--._') ,~~) "i.j~ 'I H105.143 Rev. 2187 COMMONWEALTH OF PENNSYLVANIA' OEPARTMENT OF HEALTH' VITAL RECORDS CERTIFICATE OF DEATH TVPElPRINT 'N PERMANENT BLACK INK NAME OF DECEDENT (First, Middle, Last) 1. AGE (last Birthday) . ..79 Yrs. 2. BIRTHPLACE (City and P F Stete Of Foreign Country) HOSPITAl: fleveland , Ohio ~::'-',"I 0 ERIOu~"',," 0 FACIUlY NAME (If not institution, give street and number) COUNlY OF DEATH Ib, Cumber land DECEDENTS USUAL aCCUPA TION {~~~of1lf7:Od~;'u:r1=)11 Ie. I Carli~le twp. clty-.. " ~ :J '" <( :; <( t.~~ : Approximate . Interval belween --1 : onset and death V. PART II: SequentlaHy lI,t condilions b. if any, leading 10 immediate { cause. Enter UNDERLYING CAUSE (Disease or injury c. that Initiated events resulling on death) LAST d. WAS AN AUTOPSY WERE AUTOPSY FINDINGS PERFORMED? AVAILABLE PRIOR TO COMPLETION OF CAUSE OF DEATH? OUE TO (OR AS A CONSeQUENCE OF) MANNER OF DEATH NoD Nalural Accident Suicide p5! o o DATE OF INJURY (Month. Oay, Yaar) TIME OF INJURY INJURY AT WORK? DESCRIBE HOW INJUFtY OCCURRED. ve.O Homicicle Pending Investigation Could not be determined o o Ve.O No;gJ 30a, 3Gb. M. 30c. o PLACE OF INJURY - AI home, farm, street, factory, otrIce bulldlng, ale. (Spedfyj 30.. 29. .... Z UJ Q UJ () UJ Q IL o UJ ::;; <( Z *MEDICAl EXAMINER/CORONER ~:~~:rb::I::tf:t~I.~~~~..~~~~~~ .I~~~.t~~~~~~: .I.~. ~~ .~~I,~~~,~:.~.~~.t~ .~~~~~~.~. ~~~. ~l.~~.'. ~~~~:, ~~~ .~.I~.~~,. ~.~~ ,~.~~, ~~ ,~~~. .~~.~~.~~.~~~.~~~" 0 318. REGISTRAR'S SIGNATURE AND NUMBER 34. I, LEE ANN B. WAGNER, of Cumberland County, Pennsylvania, make this will and revoke all prior wills and codicils. FIRST: PaYment of certain Expenses. The expenses of my last illness, funeral, burial and gravemarker sha~l be p~1d out of my estate. '", "'1 ,1' SECOND: Tanqible Personal Property. (A) I give my automobiles and all other tangibIEfi<, 0') personal property (and any insurance policies relating ther$to) to my brother, VAL R. WAGNER, if he survives me; or if he d6es not, to his children who survive me, to be divided as they shall agree, or in the absence of agreement, as my executor. shall deem appropriate. Any property not distributed by my executor shall be sold and the proceeds added to the residue. (B) The cost of delivering the property to the residences of the beneficiaries shall be paid from my estate as an expense of administration. THIRD: Residue. I give the residue of my estate:to I my brother, VAL R. WAGNER, if he survives me by thirty days~ or, if he does not so survive me, to his issue who so survive me, per stirpes. FOURTH: Minor and Disabled Beneficiaries. (A) Any property payable hereunder to a benefici~ry who is a minor, or who, in the opinion of my trustee, is disabled because of illness, advanced age or other reason, *ay be paid to or applied for the benefit of such beneficiary, to the extent determined by my trustee, and the balance shall be held by my trustee as a separate trust, with power to invest and reinvest. said property and any income earned thereon shall, to the extent deemed appropriate by my trustee, be p~id to such beneficiary or applied for his or her health, education, support, maintenance, comfort or welfare. Any I income not so paid or applied shall be accumulated and added to I I principal. Any funds to be applied hereunder either shall ,e I applied directly by my trustee or shall be paid to a parent!of I such beneficiary or to any person or organization caring fot such beneficiary, and my trustee shall have no further resp~n- I sibility for any funds so applied or paid. (B) If the administration of a separate trust is or shall become impractical, the trust referred to in Paragrap~ I I I (A) may be distributed to the beneficiary or the person or : I I organization caring for the beneficiary or, in the case of a I I I minor, may be converted to cash and deposited in a savings account, savings certificate, money market fund or similar -2- interest bearing investment, payable to the beneficiary upon attaining majority. (C) The balance of principal and income in the separate trust shall be paid to the beneficiary upon attaining majority or in the case of a disabled beneficiary when, in the opinion of my trustee, he or she is free of disability; in the event of the death of the beneficiary the same shall be paid to the beneficiary's personal representative. FIFTH: Administrative Provisions. (A) Death Taxes. All federal, state and other d$ath taxes payable because of my death on property included in mt I gross estate for tax purposes, together with any interest amd , penalties on such taxes, shall be paid out of the residue ot my estate at the times that my executor shall consider advisabie. I I (B) Protective Provision. No interest in income!or principal shall be assignable by, or available to anyone having a claim against, a beneficiary before actual paYment to the beneficiary. , (C) Minoritv. For the purposes of my will a min~r shall be anyone under twenty-one years of age. SIXTH: Discretionarv Powers. My executor and trustee, in addition to any authority conferred by law or -3- elsewhere herein and without leave of court, shall have the following discretionary powers with respect to all property, I I until actual distribution thereof: (A) To retain any or all property, real or personal; (B) To invest in all types of real or personal property without restriction to so-called legal investments and to keep a reasonable amount of cash uninvested; (C) To compromise any claims and to abandon any property deemed by my executor or trustee to be of little or no value; (D) To borrow money from any source without I personal liability therefor and to secure the repaying thertof I by note or bond and mortgage or pledge of real or personal ! property; (E) To sell any real or personal property at pUbiic ! or private sale for such prices and upon such terms, including I the granting of options, as may be considered proper; (F) To distribute in kind; and (G) To employ such agents, custodians, attorneys, accountants or investment counsel, and to rely on advice giten I I by such attorneys, accountants or investment counsel as may'be reasonably necessary or desirable in managing, protecting and investing any property or trust funds, and to pay them -4- reasonable compensation therefore in addition to the fees otherwise payable to my executor or trustee. SEVENTH: Executor and Trustee. I appoint my brother, VAL R. WAGNER, executor of this will, and I appoint his wife, MARY ANN WAGNER, trustee under this will. I direct that: (A) If my brother for any reason fails to qualify or ceases to act as executor, MARY ANN WAGNER shall become executor in his place; (B) Any executor or trustee may resign at any time without court approval; and (C) No executor or trustee shall be required to ~ive bond. Signed this ;2 3 day of ~~~ ' 1988. 4e ~ ;6: ::l~. Lee Ann B. Wagner SIGNED, PUBLISHED and DECLARED in our presence as her will ~y I I -5- LEE ANN B. WAGNER and we at her request, in her presence ana in the presence of each other, sign as witnesses. WittftC~ ~ Addtess ;: /~ witnes~ } ~, Address -6- before me ~d sworn Xfl~ ~b ss. x:;. ./'. c/~ ~~P( ;65: 4--d~e>L_ Lee Ann B. Wagner /'. /i:t c .~ , ,~/~~ ' Wltness . ~ Subscribed, sworn to or affirmed and acknowledged by LEE ANN B. WAGNER, the testatrix, and s.ub~crlbed to:l;?r affirmed before me by \j()J~l(:...-\ ~ ScDlo..v.~nd S .0Q~~ ' witnesses, this '7../ -~ day of , 1988. C l~ ELOISE A. KLfNGES Notary Public, Phila., Philll, e.. My Commission Expire. Fel" 21, I," -7-