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Home My WebLink About10-10-05 - PETITION FOR GRANT OF LETTERS Estate of HELEN V. SHELLEHAMER also known as No. '):\ - ~ S - ~ ~ '-\ HELEN V. SHELLEHAMER , Deceased Social Security No. 199-07-1679 NANCY L. GROSHEK Petitioner(s). who islare 18 years of age or older. apply(ies) for: (COMPLETE "A" OR "B" BELOW:) [J A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut rix Decedent, dated 8/10/2004 and codicil(s) dated ;;amed in the Last Will of the State relevant circumstances. e.g.. renunciation, death of executor, ate Except as follows, Decedent did not marry, was not divorced and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incapacitated: o B. Grant of Letters of Administration (c.t.a.. d.b.n.c.t.a.: pendente lite, durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse (if any) and heirs: I Name Relationship Residence I (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in CUMBERLAND County, Pennsylvania, with his/her last family or principal residence at 108 S. ORANGE STREET, CARLISLE Decedent, then 86 (list street. number and municipality) years of age, died SEPTEMBER 13 ,2005 ,at CARLISLE (Location) Decedent at death owned property with 'zstimated values as follows: (if domiciled in PAl All personal property ......................................... $ (if not domiciled in PAl Personal property in Pennsylvania .................... $ (If not domiciled in PAl Personal property in County.............................. $ Value of real estate in Pennsylvania ........................................................................................ $ Tot::;! .................................................................................................................... $ 500,000.00 200,000.00 700,00000 Real Estate situated as follows: 108 S. ORANGE STREET CARLISLE, PA 17013 Wherefore, Petitioner(s) respectfully request(s) the probate of the Last Will and Codicil(s) presented with this Petition and the .grant of letters in the appropriate form to the undersigned: . ' Typed or printed name "a'Rd +es~ente NANCY L. GROSHEK 380 MAIN STREET WELLSVILLE PA 17365 RW-7 . Oath of Personal Representative Commonwealth of Pennsylvania County of CUMBERLAND The Petitioner(s) above-named swear(s) and affirm(s) that 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 Decedent, PetiHo",,(,) w;U w~1 aM truly adm,""le, the e"ale aq;d'". 10 ~ S~m 10 a"d affi""ed :"d ,"b'oc'OOd >< . .;oct . ~4(1 _ before me this ,,~ \-, day of ~~ ":l...~~ S ~~~~~~.~~, DECREE OF REGISTER Estate of HELEN V SHELLEHAMER Deceased No. J- '\ - ~ S - ~ '\ '-\ also known as Social Security No: 199-07-1679 Date of Death: AND NOW, ~ ~. ,~ ~~'\Js ,in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters /Z) Testamentary 0 of Administration (c.t.a., d.b.n.c.t.; pendente lite; durante absentia; durante minoritate) are hereby granted to NANCY L. GROSHEK in the above estate and that the instrument(s), if any, dated AUGUST 10, 2004 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters .................................... $ 'S '\ ~ . Short Certificate(s) .....\~...... $ I...\<J . Renunciation .......................... $ Affidavit ( ) ....................... $ Extra Pages ( ).............. $ 6eEHGiJ. .....~.~\~................ $ '5 JCP Fee ................................. $ \<;:J Inventory & Tax Forms............. $ Other ......\\~~S>...~.:~.~........... $ s \;~ ~~~ro~~~ ~.'<~\ ~~\') \0~ ~A\~ ~ Attorney: MARK A. MATEYA, ESQUIRE 1.0. No: 78931 Address: P.O. BOX 127 BOILING SPRINGS Telephone: 717-241-6500 DATE FILED: 10/10/2005 TOTAL .............................$ 5 'eRJ ,~~ PA 17007 RW-7A J.. '\ . ~ s - ~)~-\ \...\ Thi, IS to certify that the information here given is correctly copied ii'om an original certificate Of' de;ith tllI!Y filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office I'm pLTmanellt fili 19. WARNING: It is illegal to duplicate this copy by photostat or photograph. 11338255 No. Fee for Ihis cenificate. $6.00 D I ~,( /~ - 2i12;,.- Dale ~ L~';:; c~'> C) :'D 1--'11 C) ~-) /~ )"1"'1 ::::J . -) ":.i'-l -=-..!.J ( ) ;con c' -, -) H105.143 Rev. 2f87 COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH . VITAL RECORDS " ,) TYPE/PRINT 'N PERMANENT BLACK INK CERTIFICATE OF DEATH STATE FilE NUMBER c:> ,....:> NAME OF DECEDENT (First, Middle, Last) " HELEN AGE (LO!stBirthdayj 86 Yrs. SEX SOCIAL SECURITY NUMBER 5. COUNTY OF DEATH 2. Female CE OF DEATH he HOSPITAl ,npauenlD PA 8a. FACILITY NAME (If nol institution, gi~e ,tr&elllnd number) 3. 199 - 07 t. 13 2005 BlRTHPLACE (City and Slate Dr Foreign COUnll)') I one- in51 dion n 1.Sti. ERIOuIp.uantD DOAO ~:~fy) 0 RACE. American Indian, Black, White, et (SpICify) White SURVIVING SPOUSE (tfwife.~i""'maO:len name) ~ Ib, Cumberland Ie, Carlisle DECEDENT'S USUAL OCCUPATION K!ND OF BUSINESS {INDUSTRY (~i:ok~~:H~~D~;'u':.e""~~:d}1 Mechanicsburg 111, Su ervisor 11b, Naval De ot DECEDENTS MAILING ADDRESS (Street. CilyfTown, Stale, Zip Code) DECEDENT'S ACTUAL St. RESIDENCE 17013 ~e~:~~d~i)ns 17b. COlJntx., Cumberland MARITAL STATUS Married. Naver Merrled, Widowed, Divorced (Speeify) 14. Widowed ~ ~ 00 ~ ~ ~ Do decodent liveina township? twp. 17d.[iI ~~h~e~~~7t~~Qf Carlisle ~~lbon:; MOTHER'S NAME (Firil, Middle, Malden Surname) 11, Bertha M 0 Davis INFORMANT'S MAILING ADDRESS (Street, CilyiToWf+, Slale, Zip Code) 20b, 380 Main St., Wellsville, PA 17365 PLACE OF DISPOSITlON- Nilme ofCemelery, Crematory LOCATION _ CityfTown. ~llate, Zip Code or Olher Place Shippensburg 21c. 21d. Cumberland Count Otherl>ignlficantcondilionsconlribulinglodealh,but not resulting in the lndelfying cause givoo In PART I ~i~T\}.,i\" 1'<"\ll:3\, c..o."c..\I'\~""t. aUF TO lOR AS A CONSEOVENCE OF): Sequenliallyllstcondilions b. if any. leading to immediale . cause. Enter UNDERLYING CAUSE (Disease or Injury [ c. o that injtiated evenl!; resulting on death) LAST d. WAS AN AUTOPSY WERE AUTOPSY FINDINGS PERFORMED? AVAILABLE PRIOH TO COMPLETION OF CAUSE OF DEATH? OUL TO (00 I<S I< CONSEQUENCE OF): aUE TO (OR AS I< CONSEQUENCE OF) MANNER OF DEATH Nalural I!q D o Homicide DATE OF INJURY (Manto.Oay. V....r) o o o TIME OF INJURY INJURY AT WORK? DESCRIBE HOW INJUHV OCCURRED. Yes 0 No IS} Yes 0 NoD SUicide Pending Investi~",lion Could nol UIl determined YesD NoD 30il. :lOb. M. 30c. PlA.CE OF INJURY - AI home, farm, street, factory, office bulld,ng.81r.(SpeciJy) 30e. Accident -MEDICAL EXAMINER/CORONER On the baal, of eXlImlnalloll ilndJor Investigation, in my opinion, dtlllth occurred at tile tlmo, date, and place, and dUll tll Ihll cau6e5(6) and JOillOnar851tated 318. REGISTRAR'S SIGNATURE AND NUMBER f,(,..<'/{1 34. 2b, 28b. CERTIFIER (Check only one) ol ~~~~F~~tGor:;t~~I~~e~Jf::,s~~:rh eg~g~~~%a:aduJ: I~ ~:~~~~:~r~~hJ~~X~i~~a~Il h:t~r:d~~~~~~.~ .~~~~~. .~'.l~ .~~.~~~~~~.~ .I.t~.~ ?~). 29. f- z w o w ~ o .. o ~ z 'PRONOUNCING AND CERTIFYING PHYSICIAN (Physician lJutlr pronrnmcing dealh and certifying 10 cau5e of dtiillh) To thl! bellt of my knowledge, death occurred allhe time, dale, and place, and due to thl'! cau.e..(a) ilnd manner sa staled,.. LAST WILL AND TESTAMENT ').\ -~ s- ~~~ OF HELEN V. SHELLEHAMER I, HELEN V. SHELLEHAMER, now domiciled in Cumberland County, Pennsylvania, declare this to be my Last Will. I revoke all other Wills and Codicils that I may have previously made. Article I My just debts and expenses of my last illness, funeral, and administration of my estate shall be paid by my Executor from the principal of my residuary estate as soon as practicable after my death. Article II All inheritance, estate, and succession taxes (including interest and penalties thereon, but not including any generation skipping tax) payable by reason of my death shall be paid out of and be charged generally against the principal of my residuary estate without reimbursement from any person. This provision is not a waiver of any right which my Executor has to claim reimbursement for any such taxes which become payable as the result of any property over which I have the power of appointment. - ',..) .:.2 .J t t' n 1 ',", -, l','~ ""7 CO :,::~; ,j vi ~:.,v.) J'JLu ,..-: -~, ,i :t-"j.....~:U u.='.J~\.,!'..J-iU ", " Article III I gIve, devise and bequeath my tangible personal property m accordance with any memorandum which I have either handwritten or signed, located with my Will or with my valuable papers and found within 30 days of the probate of my Will. Gifts may only be to persons who survive me or to organizations which exist at my death, and if there is a conflict, the memorandum having the latest date shall govern. To the extent no such memorandum is found, or all of my tangible personal property is not disposed of pursuant thereto, my tangible personal property shall be added to my residuary estate and pass under Article IV hereof, Article IV All the rest, residue and remainder of my estate, of whatsoever nature and wheresoever situate, I give, devise and bequeath to be held in trust for the benefit of my husband, LEO R. SHELLEHAMER, currently of Cumberland County, Pennsylvania, to be held, managed, and administered according to Articles V through VII herein. In the event LEO R. SHELLEHAMER predeceases me or fails to survive me by thirty (30) days, then all the rest, residue and remainder of my estate, of whatsoever nature and wheresoever situate, I give, devise and bequeath according to the following: A. FIFTEEN PERCENT (15%) of my estate to the CUMBERLAND GOODWILL FIRE COMPANY, or its successor(s), of Carlisle, Pennsylvania; B. FIFTEEN PERCENT (15%) of my estate to the FRIENDSHIP EMPIRE FIRE COMPANY, or its successor(s), of Carlisle, Pennsylvania; _2_ r------H- - C. FIFTEEN PERCENT (15%) of my estate to the UNION FIRE COMPANY, or its successor(s), of Carlisle, Pennsylvania; D. THIRTY PERCENT (30%) of my estate to the CARLISLE FIRST CHURCH OF GOD, or its successor(s), to be used for the church building fund and for the maintenance of the church; and E. TWENTY-FIVE (25%) of my estate to my sister, NANCY L. GROSHEK, of Wellsville, Pennsylvania. However, if NANCY L. GROSHEK does not survive me by thirty (30) days, but leaves descendants who survive me by thirty (30) days, those descendants shall receive, Per Stirpes, the share NANCY L. GROSHEK would have received had she survived me by thirty (30) days. Article V In the. event that a Trust is created for the benefit of my husband, LEO R. SHELLEHAMER, by or as a result of any part of this Will, the terms and conditions of the Trust for the benefit of LEO R. SHELLEHAMER shall be as follows: A. To expend and apply so much of the net income and so much of the principal of the Trust as the Trustee shall consider advisable for the support, health, and care of LEO R. SHELLEHAMER for the remainder of his lifetime. B. In the event of LEO R. SHELLEHAMER's death, the trust shall terminate, and the remaining income and principal of the trust shall be distributed as follows: a). FIFTEEN PERCENT (15%) of my estate to the CUMBERLAND GOODWILL FIRE COMPANY, or its successor(s), of Carlisle, Pennsylvania; _3_ " b). FIFTEEN PERCENT (15%) of my estate to the FRIENDSHIP EMPIRE FIRE COMPANY, or its successor(s), of Carlisle, Pennsylvania; c). FIFTEEN PERCENT (15%) of my estate to the UNION FIRE COMPANY, or its successor(s), of Carlisle, Pennsylvania; d). THIRTY PERCENT (30%) of my estate to the CARLISLE FIRST CHURCH OF GOD, or its successor(s), to be used for the church building fund and for the maintenance of the church; and e). TWENTY-FIVE (25%) of my estate to my sister, NANCY L. GROSHEK, of Wellsville, Pennsylvania. However, if NANCY L. GROSHEK does not survive me by thirty (30) days, but leaves descendants who survive me by thirty (30) days, those descendants shall receive, Per Stirpes, the share NANCY L. GROSHEK would have received had she survived me by thirty (30) days. C. No beneficiary or remainderman of this Trust shall have any right to alienate, encumber, or hypothecate his interest in the principal or income of the Trust in any manner, nor shall any interest be subject to claims of his creditors or liable to attachment, execution, or other processes oflaw. Article VI In order to carry out the purposes of the Trust established by this Will for the benefit of LEO R. SHELLEHAMER, the Trustee, in addition to all other powers granted by this Will or by law, shall have the following powers over the Trust estate, subject to any limitations specified elsewhere in this Will: _4_ f (a) to retain in the form received and/or to sell either at public or private sale, any real estate or personal property except that which I specifically bequeath herein, (b) to manage real estate, (c) to invest and reinvest in all forms of property without being confined to legal investments, and without regard to the principal of diversification, (d) to exercise any option or right arising from the ownership of investments, (e) to compromise claims without court approval and without consent of any beneficiary, (t) to file fiduciary/income tax returns and pay the tax due for any year for which such a return is required, (g) to make distributions in cash or in kind, or in both, and to determine the value of any such property, (h) to employ any attorney, investment advisor, or other agent deemed necessary by my Executor; to pay from my estate reasonable compensation for all their services, (i) to conduct along with or with others, any business in which I am engaged in or have an interest in at the time of my death, G) to receive reasonable compensation in accordance with their standard schedule of fees in effect while their services are performed, and Article VII I hereby appoint my sister, NANCY L. GROSHEK as Trustee of any Trust(s) created in this Will for the benefit of my husband, LEO R. SHELLEHAMER. In the event of the renunciation, death, or inability to act, for any reason whatsoever of NANCY L. GROSHEK, I nominate, _5_ constitute and appoint my friend, VIRGINIA M. MASSEY, of Lancaster, Pennsylvania, successor Trustee of any Trust(s) created in this Will. Article VIII I nominate, constitute, and appoint my sister, NANCY L. GROSHEK, Executrix of my Last Will and Testament. In the event of the renunciation, death, or inability to act, for any reason whatsoever of my Executrix, I nominate, constitute and appoint my friend, VIRGINIA M. MASSEY, successor Executrix of my Last Will and Testament. I direct that my Executrix or successor Executrix be permitted to serve without bond and in addition to those powers granted by law, I grant them power to distribute in cash or in kind, in like or in unlike shares, and to file any qualified disclaimer I could have filed if living. My Executrix or successor Executrix shall receive reasonable compensation for services rendered to my estate. Article IX In addition to the powers conferred by law, I authorize my Executrix or successor Executrix in her absolute discretion: (a) to retain in the form received and to sell either at public or private sale, any real estate or personal property except that which I specifically bequeath herein, (b) to manage real estate, (c) to invest and reinvest in all forms of property without being confined to legal investments, and without regard to the principal of diversification, (d) to exercise any option or right arising from the ownership of investments, _6_ r (e) to compromise claims without court approval and without consent of any beneficiary, (f) to file any federal income tax return for any year for which I have not filed such return prior to my death, (g) to make distributions in cash or in kind, or in both, and to determine the value of any such property, (h) to employ any attorney, investment advisor, or other agent deemed necessary by my Executor(s); and to pay from my estate reasonable compensation for all their services, (i) to conduct alone or with others, any business in which I am engaged in, or have an interest in at time of my death, and (j) to receive reasonable compensation in accordance with their standard schedule offees in effect while their services are performed. IN WITNESS WHEREOF, I, HELEN V. SHELLEHAMER, hereby set my hand to this my Last Will and Testament, on ~ if/.,4- / (J ,2004, at Harrisburg, Pennsylvania. j-h~~ t/. gdJj~i~~ , HELEN V. SHELLEHAMER In our presence, the above-named HELEN V. SHELLEHAMER.signed this and declared this to be her Last Will and now at her request, in her presence, and in the presence of each other, we sign as witnesses. Name Address 2000 Linglestown Rd.. Suite 303. Harrisburg. P A 17110 . 2000 Linglestown Rd.. Suite 303. Harrisburg. P A 17110 _7_ I, HELEN V. SHELLEHAMER, Testatrix, who signed the foregoing instrument, having been duly qualified according to law, acknowledge that I signed and executed this instrument as my Will, and that I signed it willingly as my free and voluntary act for the purposes therein expressed. Sworn to or affirmed and acknowledged before me by HELE V. SHELLEHAMER, the Testatrix, on 0 ,2004. )/~ t! .-!t/bL QJ HELEN V. SHELLEHAMER C --. Notarial Seal I Marielle F Hazen. Notary Public City of Harrisburg, Dauphin County My CommissiO!, Expires Sept. 23. 260J We, the undersigned witnesses who signed the foregoing instrument, being duly qualified according to law, depose and say that we were present and saw the Testatrix sign and execute this instrument as her Will; that she signed and executed it willingly as her free and voluntary act for the purposes therein expressed; that each of us in her sight and hearing signed the Will as witnesses, and that to the best of our knowledge, that she was at that time eighteen (18) years or more of age, of sound mind, and under no constraint or undue influence. Sworn to or affirmed and subscribed to before me by }. and '1 o , 2004. vJ!!kg1f:ttJ?-~ ~ Notary Pubhc 8 1"- _ I ~ ~ Notanal Seal J' Mar/elle F. Hazen Notary Pub" C;tvf q . L . . .lle > H...~ Q .,-~~nsuulg. Dauphin County Mv~mnl1s.s1Dn ,~,:pires SCP1.~6