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HomeMy WebLinkAbout10-10-05 Before the Register of Wills of Cumberland County Estate of Arleen F. DeCoster Deceased No. ~1-05-D~q ~ Petition for Settlement of Small Estate '" Pursuant to section 3102 ofthe Probate, Estates and Fiduciari~8ode, ~ the undersigned Petitioner respectfully represents that: ..:~ ~2 1. The name and address of the Petitioner are: . IJ ~. ~.;: James M. DeCoster~, 161 W. Louther Street Carlisle, PA 17013. 2. Petitioner is the husband of the decedent, Arleen F. DeCoster. 3. The decedent died on November 19, 2004. 4. The decedent was domiciled at the time of death in Cumberland County, Pennsylvania with the principal address at 161 W. Louther Street, Carlisle, Pennsylvania 17013. 5. The decedent's social security number is 146-36-4895. 6. A copy of the death certificate is attached hereto as Exhibit A. 7. The decedent died testate, her Last Will and Testament dated March 19, 1996 having not been probated. The original will is attached hereto as Exhibit B. ., N &- 8. Paragraphs 2 and 3 of the Will provide that all of the decedent's property is bequeathed to Petitioner should he survive her by 30 days. 9. A spouse's elective share has not been filed. 10. Decedent and Petition were married at the time of her death. 11. Decedent did not have a child or children born or adopted after the date of the execution of the will. <:::> " ...... :ll I'Tl c-:> C) ~n '.J ._ ,-i-r .1 C-=' ._,' (::J j '., ~iI c'j _' ,T1 -,j'J C,") ''T1 C> C1 Vf-. 12. The decedent died owning property (exclusive of real property and property owned by the entireties or payable under section 3101 of the Probate, Estates and Fiduciaries Code) of a gross value not exceeding $25,000, which is itemized below. Item American Funds Capital Income Builder - A Account #954100656 American Funds Income Fund of America -A Account # 939209240 Fidelity Investment - Retirement Savings Fund Profit Sharing Plan 401 (k) Plan ENV #SM044092 Amount $ 5235.67 5105.46 306.82 $ 10,647.95 Copies of those account statements are attached as Exhibit C. 13. There are no outstanding claims against the estate. 14. No Pennsylvania inheritance tax will be due on the property to be awarded under this Petition since Petitioner is decedent's husband. 15. Your Petitioner proposes that the aforeme~tioned property bEl distributed to him at this time. / 4/, James M. Coster 161 W. Louther Street Carlisle, PA 17013 (717) 249-5457 Ka leen K. Shaulis, Esq ire Sup. Ct. # 37445 44 South Hanover Street Carlisle, PA 17013 (717) 243-6655 Date: October 10, 2005 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND Sworn to or affirmed and subscribed before me by James M. DeCoster on this- 10th day of Y(~ . Notary Public Name: Kathleen K. Shaulis Address: 44 South Hanover Street Carlisle, PA 17013 October, 2005. My commission ends on December 22, 2007 COMMONWEALTH OF PENNSYLVANIA N()tarial Seal . Kathleen K. Shaulis, Notary Pubhc Carlisle Bora, Cu~berland C..?unty My Commission Exp,res Dec. 1.2, 2007 Member. Pennsylvanta Association of Notaries VERIFICATION The undersigned Petitioner hereby verifies, subject to the penalties of 18 Pa. C.SA ~904 (relating to unsworn falsification to authorities), that the facts set forth in the foregoing petition which are within his (her) knowledge are true, and, as to the facts based on information received, after diligent inquiry, he believes to be true. /1 Date: October 10, 2005 L f2:t;:- J, / HI(I<;.H':' tn:, (/..y, This is to 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 filing. ",. ,~ B '0 ,~ ~ " ~ ..~ ~ WARNING: It is illegal to duplicate this copy by photostat or photograph. Fce for this certificate, $2.00 2i:- ~. ~eu..~-t"~~u Local Registrar ,\'lllllf~~1H~iirpl';'---.~ ",~~4'.I7c ./~_Y- !Ii' - ,~\ !~/,~ '.a.\~\ \ ~\_ . ..__-,~~.r.':- . .~/;:~} ,<:O.~.. '~'l:-" ~~A .--!i::Yl '-:!-fr~. ~c~'<.'f.,'" "~......;"EN1 \):, IJIIII "~I~##llIlItll P 10783966 NOY 2 ~ ?004 Date No. H1Q5.143 I'f..... '1/8T COMMONWEALTH OF PENNSYLVANJA . DEPARTMENT Of HEALTH. VITAL RECORDS CERTIFICATE OF DEATH ....~, . .........,. ..."'.. till.MEOf'CleCEDEN't(FIrlt,MICkI..l..MII >- ""....- &. 59 v,.. COUWT'I ~0E4TH 01\ k White PATlON - l4A"ITAL STATUS. M.med, -~~~' SU"VIVING SPOUSE 1Worol......_.......1 e Dea1e 1b. Art/Anti 6 CIIyIT""", Slate. Zlp~ DECEDENrS '"'"" RE$1DEtfCE (&ae1nllrucl1Cln1 onQlherIide) (HorSOj M. ,. 11'c.Dv_,~IwdJn '" -- 17b.Coo.rtvCumberland =1 17cLjU :Oll!tn~;='or MOTHER'S NAME (FirIt, MIddle, M_ s........,.) 1" Mildred Desm:md INFDRMANl"S MAlUNG AllOFtESS~. atylfoom, S_. ZlpCl*) 2Qb. . 1 1 ~~~TK)N._of~,~ lOCATlON-CllyrrOWl\~.ZlpCcDt 21IOI:'ktowne cremation Serv. Z1et NAME AND AOOAESS OF fAClUTY 0 = S ~,. ~ ~ 161 West Louther St. 11. Car1ia1et Pa 17013 I"ATHER'S w..ME(l'l1ll, Midr;IoI,l.Il1) 11. J J. F rrel1 !~ S (TypWPlW) :me. James M. DeCoster METHOD 01 nON .... Q_I9\....o__ 0 otitr($Jlec:tly) o 21DNoV. 24,2004 " E E SONACTINGA$SUCH Carlisle .,... UCE~E'!JMBEB m. 0143~1 L Tolhe-'of""-",~oc:o.oTIIdatll1eU",,,dlMlIId~lIated. (SigMIln_Tm.j .... """ --... llhY_n kI not"""'" lII_or-.tl 10 '*'M1_ofdeath 1_2....lIlUItbe~~ ~whClptl:lll<UlClllldelllh. lICENSE NUMBER "'. WAS CASE ~~~E~TOA ME 21. ptCI-Yes No 0 :ApproxiTIaIe "ARTII;OII1eo"IiIl~~COlItrIbutn:l\o_,bOt ,1nWrYaI not~lnthlumMylng_~InPARTI jllnHllll'lClClelllh .. \"Uol.l\1x. (i?""wV E ~lyhtCOl'ldltlone _flf/,lIlIdIngtolnmeclllle _ SnIIIrUHDBllYJHG CAUSE{DIMIIlorlrjury IlIlItlrial/l1lll-* JlIIIUIlngOl\clHIh)LAST WASAH AUTOPSY ~ AUTCIf'S'I' FINaNGS PERFORMED? AVAlLAIlLE PRIOR TO COMPlETION OF CAUSE ""''"' INJUR't AT 'MJMk? DESCRIBE HOW INJURY OCCURREO "'"""'''''''"' OATEOFINJlJRY 1_,o.,-.Y_J o D. 3Ob. N. o PlACEOFINJUR'I'-Athoml.lerin,Iv.t,h1C1Oly.o!Iklol _1ID,_{>lpod1y) ". TIMEOFINJlJR't ,- """" Suio:iW ,...... o o PlI1dlngllMlllgltlon CO\IkInott>e...-Md " ffi ~ ~ o . o w . ~ VlION<> '1'110 NtlD 2IL 2Ib. CERTIFIER {ChIck <lnly 01'1II) 'l~~~=~C::~~'=~~.~~.~.~.~.~~)... a ,-> 31C. 31d. li.em \ 200 NAME AND AODRESS OF PERSON VotlO COMPlETED CAUSE OF DEATf.l ':~~=::"'IlwssUg"'on.lnmyoplnlOll,*dI_at"--''''''.ulpllCl,end_toIhtlClUl8(lllIId Q*n21JTYllSorPl'nl Michael E. Klein, MD J1LmMIIl"'....................................................................................................................................................................0 3Z. 50 North 12th St. I Lernoyne, Pa 17043 REGI!lTAAR'SSlGM.\T\lRl5ANDMUMSER . ~ ".I MTEFlLED(t.lOlllh,~.V., It ~. ~~ !J.llla.I \ ibl,. NOl ~ aobT .PRONOUHClNGANDCER11FY1NOPH'I'SICIAN(~boIlprtll1O\lflClnglflolltl.m~IOCliIJHddulf>) TO ltlI._of Il\y knowl... d..ch oc:cumd "_1Ims, -.1ftCl .I,_no:! dulto_ceuu.{.)_ndml_U lUted.... WILL or ADT.II!_ r. DBCOSHR I, ARLEEN F. DECOSTER, of Monroe County, Pennsylvania, hereby make this will and revoke all prior wills and codicils. 1. Construction. I direct that this will shall be construed in accordance with the following provisions: (a) All references to my spouse shall be deemed to refer to my husband, JAMESM. DECOSTER. (b) I make this will with the full knowledge that I have a daughter, JENNIFER ANN DECOSTER and I make no provisions for her herein. .. (c) Any term used in the singular or plural form shall be deemed to be singular or plural, and any term used in the masculine, feminine, or neuter form shall be deemed to be mascu- line, feminine, or neuter, as may be required for a proper reading of this will. (d) The paragraph headings contained in this are intended to be used for reference purposes only and shall not be used to interpret or vary the substantive provisions of this will. 2. Tanaible Personal PrODertv. I give all of my tangible personal property, together with all of my rights with respect to all insurance relating to this property, as follows: (a) If my spouse survives me by 30 days I give this property to my spouse. (b) If my spouse does not, survive me by 30 days, I give this property to JAMES M. DECOSTER n: and JONATHAN F. DECOSTER in equal shares, provided that if either JAMES M. DECOSTER II or JONATHAN P. DECOSTER do not survive me the share such decedant would have recieved had he so survived me shall go to the survivor of them. 3. Residuarv Estate. I give all of the residue of my estate, of whatever nature and wherever located, including any property which is not effectively disposed of by the preceding paragraphs of this will, as follows: (a) If my spouse survives me by 30 days I give this property to my spouse. (b) If my spouse does not survive me by 30 days, I give this property to JAMES M. DECOSTER II and JONATHAN P. DECOSTER in equal shares, provided that if either JAMES M. DECOSTER II or JONATHAN F. DECOSTER do not survive me the share such decedant would have recieved had he so survived me shall go to the survivor of them. 4. Death Taxes. I direct that all transfer, estate, inheritance, succession, and other death taxes, not including generation-skipping transfer taxes, which become payable by reason of my death, including interest and penalties, with respect to all property included in the computation of these death taxes, whether or not passing under this will, shall be paid from the principal of my residuary estate, without apportionment. 5. SDendthrift frovision. Until actually distributed and paid over toa beneficiary, all property passing in accordance with this will, whether principal or income, shall be free of the debts, contracts, alienations, assignments, encumbrances, or anticipations of any beneficiary and ,shall not be subject or liable to any levy, attachment, execution, or sequestration while in the possession of my Executor. 6. Anministrative Powers. I authorize my Executor, with respect to all property held by my Executor in any capacity under this will, to exercise, in the sole discretion of my Executor, without prior authority from any court, in addition to all powers conferred on my Executor by law, the following powers: (a) and to retain ments by law, Power to retain and to purchase or otherwise acquire any property, whether or not authorized for invest- and without diversification as to kind or amount. (b) Power to transfer, sell, exchange, partition, lease, mortgage, pledge, give options upon, or otherwise dispose of any property, at public or private sale or otherwise, for cash or other consideration or on credit, and upon such terms and conditions, with or without security, and for such price as my Executor may determine. (c) Power to hold cash uninvested in such amounts, at such times, and for such periods as my Executor may deem advisable. (d) Power to join in and to deposit securities under any plan of lease, mortgage, merger, consolidation, reorganization, foreclosure, or voting trust and generally to exercise all of the rights and powers of a security holder of any corporation. (e) Power to borrow money for any purpose of my estate and to pledge all or part of the property of my estate to secure the borrowing without incurring personal liability. (f) Power to pay, extend, renew, modify, or compromise, upon such terms as my Executor may determine, any obligation or claim, including taxes, either in favor of or against my estate. (g) Power to divide and distribute my estate in cash or in kind, or partly in each, or by way of undivided interests, without making pro rata distributions of specific assets, and without regard to the income tax basis of specific assets allocated to any beneficiary, and to value any property to be divided or distributed at fair market value at the date or dates of distribu- tion. (h) Power to disclaim on my behalf all or any part of any property or interest in property which would otherwise have passed to me by any means prior to my death. 7. Executor. I appoint JAMBS M. DECOSTER II Executor of this will. If JAMBS M. DECOSTER II shall fail to qualify or cease to act as executor, I appoint JONATHAN F. DECOSTER as successor Executor. No Executor shall be required to give a bond or other security in any jurisdiction. I have signed this will on this date:./o/nRrb /~ )99b ArJp,..;:)- ~ \.J )pro.c:;c- Signed, published, and declared by the above named testatrix as and for her last will, in the presence of us, who, at her request, in her presence, and in the presence of each other, have s~crib~nour name: as witnesses. ~f('(l~ Residence ~ pA ~t7ty A/Jf~ Residence JJ~vr.ik tJ .' ACKNOWLEDGEMENT COMMONWEALTH OF PENNSYLVANIA COUNTY OF MONROE I, AVT.... F. DBC08~R, the testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, hereby acknowledge that I signed and executed the instrument as my last will and that I signed willingly and as my free and voluntary act for the purposes therein expressed. Sworn to or affirmed and acknowledged before me by ARLBBB F. DBCOS~R, the testatrix, on this date: March 18, 1996. ~k(JnDf=: J ),('05"1::. !I~ub1ic~! AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA Notarial seal PubliC susan M. McGInty':= County c\leOlllUllliU Twp., 21 1998 My eommisSlon Expires Sept. , COUNTY OF MONROE We, Connie J. Merwine and Tracy L. Merwine, the witnesses whose names are signed to the attached or foregoing instrument, having been duly qualified according to law, hereby depose and say that we were present and saw the testatrix sign and execute the instrument as her last will, 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 witness, 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. Sworn to or affirmed and subscribed to before me by Connie J. Merwine and Tracy L. Merwine, witness, on this date, March 18, 1996. Notarial Seal PubliC susan M. McGinty, NotarY County ChestnuthiH Twp... MonSeptI09 21 1998 My CommiSSion Expires .. ~f.m~ Witness ~~ ;;I/J?er~ Witnes ~ th. f>k~ N'otary Public J The right choke for the long terme @ American Fundse PO Box 22BO Norfolk VA 23501-2260 Quarterly Statement January 1 - June 30, 2005 Page 1 of 2 10050 1",111",111.",..11"11,,,1,11,1....11,1..1..11..,..111,1..1 Your ftnanclal adviser HERVEY MML INVESTORS SERVICES, INC. C/O WIENKEN & ASSOCIATES 214 SENATE AVE STE 303 CAMP HILL PA 17011-2336 ARLEEN F DECOSTER 161 W LOUTHER ST CARLISLE PA 17013-2938 Try our new website features For more account information Now it's easier for you to manage your accounts online. Whether you're a frequent visitor or new to our website. log in and I/y it for yourself today. ......................................................................................................... . Can your financial adviser . Automated information and services Web site - americanfunds.com American FundsLine@ - 800/325-3590 . Personal assistance - 8 a.m. - 8 p.m. Eastern time M-F Shareholder Services - 800/421-0180 Summary ......................................................................................................................................................................................................................... Fund Account Type of Shares held Share price Accountvalue ,................................,........".........,.........."....................................~?r:!.~.~!.,.........,......,..~~.'!!~~:........................,.........~~'!.~..............~.~!!.!.~~,.........~~.~.~.~~~.........................~~..~:.~~q... ARLEEN F DECOSTER Capital Income Builder-A The Income Fund of America-A 12 06 954100656 939209240 equity- income equity-income 99.443 277 .924 S52.65 S18.31 S5,235.61 S5,105.46 Total $10,341.13 Year-to-date dividends and capital gains ......................................................................................................................................................................................................................... Fund Account Short-term Long-term ......................................................................................................'!.~.'!!~~:.....................~.~.'!!~~:...........................J~~~!~!:~~~....................~~p.~~~.~.~!.~~.............................:.~I!.~~~!.~~~f!.~.. ARLEEN F DECOSTER Capital Income Builder-A The Income Fund of America-A 12 06 954100656 939209240 S90.72 S81.51 SO.OO SO.OO SO.OO SO.OO Totol $178.29 $0.00 $0.00 Transactions for ......................................................................................................................................................................................................................... ARLEEN F DECOSTER Capital Income Builder - Class A Fund number 12 Account number 954100656 Dividends and capital gains reinvesled Per-share average cost S52.48 Trade date Description Dollar amount Share price Shares transacted Share balance 01101105 Beginning share balance 03/18105 Income Dividend 06/20/05 Income Dividend 06/30105 Ending share balance Daily dividend. Since the fund declares dividends daily, the amount of your income dividend depends on the number of days between the day you paid for your shares and the day the dividend was paid. $44.79 $45.93 $52.65 $52.74 0.851 0.871 97.721 98.572 99 . 443 99.443 III~IIHII .o.FS.:.$o-\-.1~_.1Imft_~.t)f$AF$Ol_INYMi:~ ......AF1.._..._010299333/ PREIT Services, LLC Profit-Sharing 401(k) Plan ftEtMMIJr Retirement Sav.ngs Statement June 1, 2005 - AugU$! 31, 2005 ENV#SKOS4821 SM 78193 D ARLEEN F DECOSTER 161 W. LOUTHER STREET CARLISLE, PA 17013-0000 IS for intonnation virtually 24 hours a day caU; 1-800-s35-5097 Internet Address: httptlnelbenef"s.401k.com Representatives are avaUable S:30 AM - S:OO PM Your AC.count Summary Your Asset Allocation Beginning l3a1anc4t Change in Markel Value Ending BalanCe Addlllon8llnformatlon . Vesled BaIMC$ . DiVidends & Interest $303.94 2.88 $306.82 $306.82 $2.88 . Bonds 100% Your PeraonalRlde of Rltturll This, Period 0.90/. Year to Date 2.5% Your Personal RlUe of Rawm 1$ _laIed will> a time-W$/Qhted forn1uIa, widely U$ad by financlar analysis to eaJcul816 invesbnenl 88mings. "r&tlSClsIllll,~ of your investment, S8leetions as w&tl as any actMty in the plan a_~s) $hown. Ther$ are <lther ~ Rate of.Re\l!mlorlnJla$ U$ad1ha1hlaYy\8Id dllferent r&$llil$. Ren1emI>erll>8l past~ i$noQUllrantee 01 futUre f8$lll1$. Your account is currently alrocated among the.aS$el clas~s specified $ove.PercentaQe$ and totais maynol be exact due to rounding. Market Value ofYOLJI' Account Ol$played in \hi$, S8CII<ln is the value 01 your """"""t !Qr the $-.neot periCld, in boll> share$ and dcllIan;. In t Shares on 1 Sheree on Price on Price on ".,.et slue aNd.~:.~y,::::::':,N:.:~ji'~"'::::,;:~k:'jU(;H:it:.::,::"':~6i:~'r':'::':~'::$;::~:j :::U:::::~i.:&f:::.::,{~,k:'rf:',,=~ !"',f'~"ili''''!:'''~~. . Remember !hat acjvidend payment l<> fund $harehc>lder$ reduces the $hare pric$ <ll the lund, so a.~ in the share price I'" the $"'~ periCld dOe$ not n~$$8riIy _l<>wer fund performance. . Please reed \hi$ Sfalemenl carefully. Any enw must be reported to Fidelity Inv8$tmenl$ within 90 days. 54821 SM054821 0001 200S0907 SM4K Page 1 01 5 PREIT Services, LLC Profit-Sharing 401{k} Plan Statement Period: 06/01/2005 to 08/3112005 Your Contribution Election$ 8$ of 09/07/2005 This section displays tha funds in whid'l )'OU' futura contributions will be invested. In__t Fid Mgd Ine Port Total Pelcent 100% tOO% Employer Discrat'~ $0.00 $0.00 100.00 306.82 306.82 Contributions This Period Vear To Date Inception To Date Veated Percent Total Account BalltnCe Veated AccouhtBalltnce Your Account. Act "'it, Use this section as a summary 01 lran$8ctionstl1at OC(:Urred in your account duting tI1a stale"""" period. Mlivitv Beginning Ball1nee Change in Market Value Ending Ball1nce Dividends & Interest Fill ~lL~ 2.88 $306.82 $2.88 A Message from Fideli'ylnvestments Notice 01 Moduic8tlon t(l MIP and MIPII Inllestrnent Guidelines Fidelity Management TrustCompany (FMTC),as Investment Manager lor the Managed Income PO(llol1o (MIP) and Managedlncorne Portfolio II (MIPII), has approvedthemodffication 01 the portfolios' Investmem guidelines to allow the use oIlutures, options and swaps in those portfolios. The use 01 such instrumems is designed to enhance the manager's flexibirrtyin managing the portlolios. Eachportll>lio's investment Objective remains thesarne. FM'rC, as investlllentmanag$!' .iUld' trustee 01 the Fldelky Group Trust lor Employee Benelit Plans, has claimed an exemption Irom registration under the Commodtty Exchange Act and is not subject to registration or regul"'ion under the Act. No action is required on your part. II you would like more intormatlon, or would like to review investment options in your plan, please contact Ftdelky. MIP and MIP II are not mutuallunds and are managed by Fidelity Management Trust Company. Instttutional retirernem proclJCts and services are offered by Fidelhy Investrnems Insthotlona! Services Company, Inc., 82 Devonshire Street, Boston, MA 02109. Investment Fee Information FKlelity Real Estate InvestmentPo(llollo assesses a short-term trading lee 01 0.75% lor shares held less th<U190 days. Fidelity Low.Prlced Stock Fund assesses a short-term trading lee 01 1.50% lor shares held less than 90 clays. Fidelity Aggressive GroWth Fund assesses a short-term t'ading fee 011.50% 10' shares held less than 90deys. Fidelity Diversuied International Fund assesses a short-term trading lee 01 f .00% 10' shares held less than 30 days. 54821 SM054821 OOOt 20050907 SM4K Page 2 01 5 .