HomeMy WebLinkAbout10-26-05
Register of Wills of Cumberland County
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Estate of CLARA E.S. ROE
also known as CLARA E. ROE
PETITION FOR PROBATE and GRANT OF LETTERS
1/- ; bO 5- '!bc!.
No.
To:
, Deceased.
Register of Wills for the
County of Cumberland in the
Commonwealth of Pennsylvania
Social Security No. 199-26-0045
The petition of the undersigned respectfully represents that:
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Your petitioner(s), who is/are 18 years of age or older, and the execut OR named in the last will ofthe
above decedent, dated October 15 , 20 04
and codicil(s) dated
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decedent was domiciled at death in Cumberland
Pennsylvania, with hf11ast family or principal residence at
One Longsdorf Way, Carlisle, PA South Middleton Twp.
(list street, number and municipality)
County ,
Decedent, then ~ years of age, died October 15 , 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:
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: None
$ 425,777.00
$
$
$
WHEREFORE, petitioner(s) respectfully request(s) the probate ofthe last will and codicil(s) presented
herewith and the grant of letters testamentary
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
Residence(s) of Petitioner(s)
Manufacturers and Traders Trust Company, One West High Street,
Carlisle, PA 17013
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Register of Wills of Cumberland County
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
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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) ofthe above
decedent petitioner(s) will well and truly administer the estate according to law. 1\ f2
Sworn to or affirme<j.and subscribed { ~. ~/Jv~-- V P
Before me this ~lb day of -
OCT -;201J 5
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Estate of Clara E.S. Roe a/kla Clara E. Roe, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW -n t'1'-f)'lUi'-ll d tv it 20-.a5in consideration of the petition on the reverse side
hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s), dated
October 15,-2004 , described therein be admitted to probate filed of record as the last will of
Crara E.S. Roe ; and Letters are hereby granted to
Manufacturers and Traders Trust Company
FEES
Probate, Letters, Etc. ............. $
Will ................................. $
Renunciation.... ................... $
Short Certificates t ) ............ $
JCP. . ... . . . ... . . .. . . . . . . . . . .. . . . .. . .. $
Automation Fee.............. ..... $
Bond................................. $
Total ~ $
Filed 1J)/f1L/YlJJC11-fI lollS:
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Address
717-249-3024
Phone
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ThIs IS to certt1v that the mtormatlon here gIven IS correctly copIed lrom an ongmal certl It ate () tk:a II d Iy tIled with
Local Registrar. The original ccrtificate will be forwarded to thc State Vital Records Offilc for ]1~ '111a i .'Ilt filing.
me as
WARNING: It is illegal to duplicate this copy by photostat or photograph.
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fee for this certificate. $6.00
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OCT 1 7 2005
.of ~.
No.
Dak
Filed in the Register of Wills
10-26-05 at 2:20 p.M.
H105.143 Rev. 2187
COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
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CERTIFICATE OF DEATH
STATE FILE NUMBER
Yrs.
3.
PLACE F DEATH Che k n n
HOSPITAL"
'npa~llntD
8..
FACILITY NAME (If not institution, give street and number)
SEX
2. FEmale
DATE OF DEATH (Month, Day, Year)
.. 10/15/2005
TYPEJPRINT
'N
PERMANENT
BLACK INK
,.
AGE (Last Birthday)
5. 83
COUNTY OF DEATH
BIRTHPLACE (City and
Stale Of Foreign Country)
terms Park, PA
8b Cumberland
DECEDENT'S USUAL OCCUPATION
(~~~i~tr.~~ ~::u~r:fIt~g)8t
11 . istered Nurse 11b. Health Care
OECEDENrs MAILING ADDRESS (Street, CityfTown, State. Zip Code) DECEDENT'S
1 Longsdorf Way ~m,"~NCE
16. Carlisle, PA 17013 ~~e~t~~~~:)ns
Rquth Middleton
MARITAL STATUS. Manied,
Never Married, Widowed,
Divorced (Specify)
,.. Widowed
Re,ldence 0 =M 0
RACE. American Indian, Black, White, et .
(Specify)
10. White
SURVIVING SPOUSE
(lfwihl,glvemBidennllm8)
17b. Countv
PA
Cumberland
Did
decedent
live in a
township?
17c. ua Yes, decedent lived In
twp.
17d. 0 ~~h~e~~~~~~i~ of
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MOTHER'S NAME (First, Middle, Malden Surname)
19. Lena Bubeck
INFORMANT'S MAILING ADDRESS (Street, CltyITown, State, Zip Code)
20b. 2 Marshall Run' No ton PA 18067
LOCATION - Cityffown, State. Zip Code
21C;Evans Fa Ie CrEmation Srvc td. Leola, PA
NAME AND ADDRESS OF FACILITY
22~ing Brothers Funeral Hane, Car lisle, PA
LICENSE NUMBER
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27. PART I: Enter th. die...... InIU"" or complle.lion. whIch c'ulld the d.,th. Do not enter the mode of dying, luch ,. cardlllc or re'p1retory '!Till. ,hock or .....rt f,llure.
Ultonlyonecau..otIll1Ct\Unl.
2..
: Approximate
. Interval belween
: onset and death
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DUE TO (DR AS A CONSEQUENCE OF):
Sequenti.lly Nst cond;lion' b C. A"
it any, leading to imrmdlale i OUE TO (OR AS A CONSEQUENCE OF)
~~:.."~~:.~~~~,~~~~G c \J ,~L, e vY' e l\.\-"
thai initiated events DUE TO (OR AS A CONSEQUENCE OF)'
resulting on death) LAST d. 0 L- ~, :-
WAS AN AUTOPSY WERE AUTOPSY FINDINGS MANNER OF DEATH
PERFORMED? AVAILABLE PRIOR TO .-..------
COMPLETION OF CAUSE Natural...-t:::r H~midde
OF DEATH? Accident 0 Pending In....estigatlon
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DATE OF INJURY
(Monlh, Day. Year)
TIME OF INJURY
INJURY AT WORK? DESCRIBE HOW INJURY OCCURRED.
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NoD
Could nol be detennlned
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o 30.. 30b. M.
D PLACE OF INJURY - At home. farm, street, factory, office
building, etc. (Specify)
30e.
Ye' 0 No 0
......
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Suid(le
32.
DATE FILED (Month, Day, Year)
@.d V\
34.
288. 28b.
CERTIFIER (Check only one)
*l~~ll~~tGor::r~1'~~Jfght'~~:rh~~i~~aadUj: te:! ~~:~~~:~(:)~~r~~X~i~a~s h:~r.:g~~~~:~~ .~~~~~. ~~~ ~~~~~:?~.i~~,~ .~~.l...
29.
*PRONOUNCING AND CERTIFYING PHYSICIAN (Physldan both pronouncing death and certifying to cause of death)
To the best of my knowledge, death occurred at the time, date. and place, and due to the causes(s) and manner as stated..
*MEDlCAL EXAMINER/CORONER
On the basis of examination andlor Investigation. In my opinion. death occurred at the tIme, date, and place. and due to the causes{s) and
31 a~anner as atated....,.,....,.,.",.,.......,.........,........,...,..".......................................,.................,...,........ ......,..", ,....,............. 0
REGISTRAR'S SIGNATURE AND NUMB~ . . ~
33. ~ ~. n~u:.~~
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LAST WILL AND TEST AMENT
OF
CLARA E. S. ROE
I, CLARA E. S. ROE, of Carlisle, Cumberland County, Pennsylvania, declare this to be
my Last Will and Testament and revoke all Wills and Codicils previously made by me.
ITEM I
I direct that all Federal, State and other death taxes, with respect to property
forming my gross estate, including jointly held and other non-testamentary property, and any
legally enforceable debts and funeral expenses, including all expenses of my last illness, be paid
from my residuary estate as a part of the administration of my estate, without apportionment.
ITEM II
I direct that I be cremated and that my funeral service be held at Ewing Brothers
Funeral Home. Interment of my ashes shall be in the funeral plot I own in Cumberland Valley
Memorial Gardens Cemetery.
ITEM III
A. I give and bequeath any automobiles or motor vehicles I may own at my death, my
personal effects, household goods, if any, and other tangible personal property of like nature (not
including cash or securities), to the extent the Directive accompanying my Will fails to dispose of
my personal property, together with any existing insurance thereon, to my son, ROBERT
WARREN ROE, per stirpes. Any items not so disposed of shall be sold by my executor and the
proceeds added to my residuary estate.
B. I give and bequeath the sum of Twenty Thousand and no/IOO ($20,000.00)
Dollars as follows:
Filed in the Register of Wills
10-26-05 at 2:20 P.M.
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1.
Pennsylvania; and
Fifty (50%) percent thereof to St. John's Episcopal Church of Carlisle,
2.
Fifty (50%) percent to the Y.W.c.A. of Carlisle, Pennsylvania
ITEM IV
I give the residue of my estate to Manufacturers and Traders Trust Company
and its successors and/or assigns, as Trustee under the Clara E. S. Roe trust agreement I signed
earlier, as an addition to its principal, to hold it upon the same terms without any obligation to
account for it as a part of my estate but subject to the obligation to account under the trust
agreement only in the court of jurisdiction in which accounting shall be required.
ITEM V
All fiduciaries acting under this Will, whether or not named herein, shall have
the following powers in addition to those vested in them by common law, by statute or by the
other provisions hereof, all of which shall be exercised in a fiduciary capacity, primarily in the
interests of any beneficiary, applicable to all property, including property held for minors,
whether principal or income, exercisable without court approval and effective until actual
distribution of all property:
A. To retain and to hold any securities or other property, real, personal or mixed,
including stock of my corporate Trustee;
B. To invest in all forms of property, including stock, common trust funds and
mortgage investment funds, whether operated by my corporate Trustee or others, without
restriction to investments authorized for Pennsylvania fiduciaries, as they shall deem advisable,
under Act 28 of 1999, the "Prudent Investor Act";
c. To sell at public or private sale, to exchange, or to lease for any period of time,
any real or personal property and to give options for sales, exchanges or leases, for such prices
and upon such terms or conditions as they shall deem proper.
D. To allocate receipts and expenses to principal or income or partly to each as they
from time to time, in their sole discretion, shall think proper.
2 fV\~~ tJE. S. KiTL
, .
E. To borrow money from any person or institution, including my corporate Trustee,
and to mortgage or pledge any or all real or personal property, as they in their sole discretion
shall choose, without regard to the dispositive provisions of this Will.
F. To make distributions, wholly or in part, in kind or in cash; and to make non, pro
rata distributions of assets in kind.
G. To exercise any election or privilege given by the Federal tax and other tax laws,
including, without limiting the foregoing, the election of the alternate valuation for Federal
Estate tax purposes and the election to claim items of deduction for estate tax or for income tax
purposes; and to make or not to make equitable adjustments or apportionments for the exercise
or non, exercise of any such election or privilege.
H. To compromise any claim or controversy.
ITEM VI
I hereby appoint Manufacturers and Traders Trust Company, its successor and/or assigns, of
Carlisle, Pennsylvania, guardian of any property which passes, either under this Will or
otherwise, to a minor, provided that this appointment of a guardian shall not supersede the right
of any other fiduciary in its discretion, to distribute a share where possible to the minor or to
another for the minor's benefit. Such guardian shall have the power to use principal, as well as
income, from time to time for the minor's support, health and medical care, education (including
college education), purchase of a home or business, or to make payment for these purposes.
ITEM VII
I hereby appoint Manufacturers and Traders Trust Company, its successors and/or assigns, of
Carlisle, Pennsylvania, Executor of this my Last Will and Testament.
ITEM VIII
I direct that all fiduciaries acting under this Will, whether or not named herein, shall not
(
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be required to give bond for the faithful performance of their duties in any jurisdiction.
IR
IN WITNESS WHEREOF, I have hereunder set my hand and seal, this is day of
October, 2004.
J;f~~' r&t-) (SEAL)
ARA E. S. ROE
The preceding instrument, consisting of this and four other typewritten pages, each
identified by the signature of the Testatrix, was on the date thereof, signed, published and
declared by Clara E. S. Roe, the Testatrix therein named, 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 subscribed our
na es as witnesses hereto.
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Witness
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
: ss.
We, CLARA E. S. ROE, the Testatrix and the witnesses, respectively, whose names are signed to
the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority
that the Testatrix signed and executed the instrument as her Last Will and that she had signed
willingly, and that she executed it as her free and voluntary act for the purposes there in
expressed and that each of the witnesses, in the presence and hearing of the Testatrix, signed the
Will as witness and that to the best of his /her knowledge the Testatrix was at that time eighteen
years of age or older, of sound mind and under no constraint_or undue influence.
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T €"sta trix
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itness .
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Witness
Su~scribed, sworn to and acknowled~?before me by ~LARA E. S. ROE, the Testatrix,
and subscnbed and sworn to before me by V t4 / e ~ I t: I Cse / I and
At n<.,'c ,'/-1 R. 73~lt:vv AI , witnesses, this /Sl,.(({ayof {~Lh~/J ,2004.
WITNESS my hand and official seal.
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U~/yJ 7j
Notary Public
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