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HomeMy WebLinkAbout11-08-05 .'. . . e Register of Wills of Cumberland County Estate of STANLEY BULOTA also known as PETITION FOR PROBATE and GRANT OF LETTERS No. To: S 1- () 5 ' q f 1 , Deceased. Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania Social Security No. 204-01-9516 The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older, and the execut ors named in the last will of the above decedent, dated April 14 ,20 03 and codicil(s) dated June 24 2005 (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decedent was domiciled at death in Cumberland Pennsylvania, with hiSast family or principal residence at 2800 Russell Road, Camp Hill Borough County, (list street, number and municipality) Decedent, then ~ years of age, died October 25 , 20~, at Camp Hill, 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 $ 700,000.00 (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: ,:~fIt. .~ ~ ~~stIJ/a{,;Le1~U'}-~(J:glwfftW:O/~J~' fl:Ls-6Jffd c;,ft/b.fL3 < WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant ofletters Testamentary (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) thereon. Signature(s) ofPetitioner(s) X ~~-, ~ a----R~. c-W1::&fcdtt) /.f )) Residence(s) of Petitioner(s) 2800 Russell Rd., Camp Hill, PA 17011 ~ n RQ)< 1?1;l, Clilrkit?l'l, 1M!;, 99403. p. D, R,. ~ i~<:1 , SfeVev\s{vV . W'A if Sh'f'il I I .., . , I (., i . 8r !)5-tJC/f'j Register of Wills of Cumberland County OATH OF PERSONAL REPRESENTATIVE COUNTY OF CUMBERLAND COMMONWEALTH OF PENNSYLVANIA 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. a.Jl?~ubscribed { Y ~ ~ ~ r?"-'J 7,L BoCore "" lhi, / V'- <wof (' ' g _A/2.~}j;Y ,200t...".. 1{(1(~ ?r;//AfD c;=(~ :ft~/M'15-i)b~L - - ---- ') } SS: Ul ~. '" 2' ..., A ~ No. /);"0 .r -0 1?'j Estate of STANLEY BULOTA , Deceased $ $ $ $ $ $ $ $ 5;0 I~ /5 40 fO S 5q<) DECREE OF PROBATE AND GRANT OF LETTERS AND NOW this ~day of November, 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 April 14, 2003 and June 24, 2005 , described therein be admitted to probate filed ofrecord as the last will of Stanley Bulota ; and Letters are hereby granted to Elizabeth Bulota and William R. Bulota FEES Probate, Letters, Etc. ............. Will ................................. Rettttftet!ttion.. Co.d.i. (;;1........ Short Certificates ~ ()) ............ JCP................................ .. Automation Fee................... Bond................................. Total (.;'q )' Filed November l' 20~ Gk-m/d, ~ ~5A+ /Jfi ~ei?- ~ ~S P7- r Register of Wills ,I" 83993 Attorney (Sup. Ct. J.D. No.) Thomas E. Flower, Esq. 2109 Market St., Camp Hill, PA 17011 Address (717) 737-3405 Phone ?1 \..-r I Thi, i~, to certifv that the information here given is correctly copicd from an original certificate of death duly filed with me as I.,llll Registrar. The orininal certificate will be forwarded to the State Vital Records Office for permanent filing. b J.J'OyWtj WARNING: It is illegal to duplicate this copy by photostat or photograph. J Fee for this certificate. $6.00 No. l~;"'/'/"'''' ,,""~~\.\\\ OF Pri:----_ l'~V~'J'.--'" I,' if'"/ ~ .", I~'__- .<"::~ ~ ~i:~ \?~ ~~r ~ '';2!:~ ~~l ':_~~. ,,!~~ ... \', " , ~*~ . ~. ,*~ \~~.... .' /~/ "" :;.() .., /~'" " - 1'-? /~'t-""I ""---"",IMENf ~{~ """' '-;"""'''UUflI,J/II''I ~,~,~ [~J --~-:l 9 3 Jao 7/ () 8 OCT 2 6 2005 Date r-....:) 3 Rev. 2/87 COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS r,) CERTIFICATE OF DEATH SEX STATE FILE NUMBER SOCIAL SECURITY NUMBER 3. d,,()'-f - () I - q 'S UtI DATE OF DEATH (Month, Day. Vear) 4. \ t~h;>' '5 - ~'O'S Cumberland 8b. DECEDENTS USUAL OCCUPATION 2. Vl'l PLA EOFD HOSPITAl: R. ld PA Inpallent 0 rNew lngo, 8a. FACILITY NAME (If nol institution, give slreet and number) 2800 Russell Rd, 8d. BIRTHPLACE (City and State or Foreign Country) RItSidence:gJ ~~~fy) 0 RACE. American Indian, Black, While, et . (Specify) white 10. K'ND OF BUSINESS IINDUSTRV AS DECEDENT EVER IN U.S. ARMED FORCES? Ves~ NoD 12. 17a. Stale MARITAL STATUS - Married, Never Married, Widowed, Divorced (Specify) 14married SURVIVING SPOUSE (If wife, give maiden name) (~~V=.,~~n:~i~~~ d~;!eu~~nr~r~gt . 11.Science Teacher 11bPublic Education DECEDENrs MAILING ADDRESS (Street, Cityrrown, State, lip Code) DECEDENT'S 2800 Russell Rd. ~~~~DA~NCE 1famp Hill, P A 17 0 11 ~~e~t~~~~J:)ns 17b. CountvCumberland Did decedent live in a township? Hc. 0 Yes, decedenllived in twp. 17d. ~ ~~h~~t~~7~i~ir: of Camp Hill Boro citylboro. Alexander Bulota MOTHER'S NAME (First, Middle, Maiden Surname) 1L Elizabeth Chizauskie ~~~O~~A~OS ~:iiL~N~ ~~DfE]'ds.lreeC~;rpwH~~'i z;p C~t) 1 7011 Elizabeth Bulota P:..ACE OF DISPOSITION- Name of Cemetery, Crematory orOtherPlace Con-O-LiteCrematory LOCATION - CityfTown, Stale, Zip Code Schaefferstown,PA 17088 21d. 21c. -I- NAME AND ADDRESS OF FACILITY 22c.ParthemoreF. H. &C. S. ,Inc, NewCumberland ,PA 17070 LICENSE NUMBER DATE SIGNED (Month, Day, Year) 26. : Approximate I interval between : onset and dealh er sign' nt conditions contributing to death, but not resul!ing In the underfying cause given in PART I. 24. DATE PRONOUNCED DEAD (Month, Day, Year) If M 25. /0 - ;)... -:;- - a.. c ",S 27. PART I: Enter the dl......, InJurl.. or complicallon. whIch cauled the death. Do not enter Ihe mode of dying, luch as cardIac or respiratory arreat, ahock or heart failure. Ult only one cau.e on ..ch Une. IMMEDIATE CAUSE (Final disease or condition resulting in death)~ a. Sequentially list conditions if any, leading 10 immediate cause. Enter UNDERLYING CAUSE (Disease or injury thai initiated events resulting on death) LAST E DUE TO (OR AS A CONSEQUENCE OF) WAS AN AUTOPSV WERE AUTOPSV FINDINGS MANNER OF DEATH PERFORMED? AVAILABLE PRIOR TO ,gJ 0 COMPLETION OF CAUSE Natural Homicide OF DEATH? 0 0 Accident Pending Investigation VesO NO~ VesO NoD Suicide 0 Could not be determined 0 DATE OF INJURV (Month, Day, Year) TIME OF INJURV INJURV AT WORK? DESCRIBE HOW INJURV OCCURRED. 288. 28b. CERTIFIER (Check only one) *~;~J~FJ;::tGor~~~~o~~e~hl.S~~rh ~~~ii~~c1~u:i t~ ~:~8::~(:r~~3'J~x~~~a~. h:t~fe~~~~:.:~.~ .~~~~~. .~~~ .~.~.~~~~~.~ .i.t~~ .~~)...... ........... 0 29. 30a. 30b. M PLACE OF INJURY - At home, farm, street, factory, office buUdlng, etc. (Specify) 30e. Ves 0 No 0 30c. REGISTRA~ SIGNATUR~D ~JIWlER "'. 33. (..01/>"v / ('- %vf4"J-,:/P-:1~ v b'I MI/I-1 ay, Year) *P:O~~~~~s~l~fGm~Nk~;:I:J1~:':e~t~Ho~~~C~:~ ~~~fi:i~;~ne~d~tr~~dU~~~~, d:~~h dauned t~~rzi~~uI~e~(~)~~~ d~:~~er a's stated,..................... 0 'MEDICAL EXAMINERlCORONER On the basis of examination and/or InvestIgation, In my opinion, death occurred at the time, date, and place, and due to the causes(s) and manner as slated.............. ....................... .................................................. ........ ................... ........... ........... .................... 0 31a. 34. ~ ~ J'-, ~ \ \ \ SAlOIS SHUFF, FLOWER & LINDSAY A ITORNEYS'A T' LA W 2109 Market Street Camp Hill, PA LAST WILL AND TESTAM~~i~ ~-: OF STANLEY BULOTA f ,") ! '.j I, STANLEY BULOTA, of Camp Hill, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking all other Wills and Codicils heretofore made by me. FIRST I direct the payment from my estate of my just debts and the expenses of my last illness and funeral as soon after my death as conveniently may be done. If there be no cemetery lot available for my interment owned by me at the time of my death, I authorize my personal representative to purchase such cemetery lot with a contract for perpetual care, using therefor funds from my estate in such amount as he shall consider necessary and desirable, and I authorize my personal representative to cause title to or ownership of such lot so purchased to be vested in such person as my personal representative shall designate. Further, I authorize my personal representative to expend funds from my estate, in such amount as my personal representative shall consider necessary and desirable for the purchase, erection and inscription of a suitable marker for my grave. SECOND All my personal effects, clothing, furniture, furnishings, jewelry, automobiles, other tangible personal property of every kind, and insurance thereon, I give in accordance with a memorandum which accompanies my will. To the extent that such memorandum fails to dispose of all personal property or if the memorandum is not in existence at my death, then such property shall be added to the residue of my estate. :L r () ~Jl~1 ~ 1 ~ 0' ~ SAlOIS SHUFF, FLOWER & LINDSAY ATTORNEYS-AT-LAW 2109 Market Street Camp Hill, PA THIRD To my beloved wife, ELIZABETH BULOTA, I give and bequeath one-third (1/3) of the residue of my estate, absolutely and in fee simple, if she survives me by thirty (30) days. If she should fail to survive me by thirty (30) days, then this gift shall pass in equal shares to her children, GAIL ANN WALDEN, STEPHEN N. WALDEN and MARK D. WALDEN, per stirpes. FOURTH I direct my executor to divide the rest, residue and remainder of my estate into two equal shares. One share I give to my son, William R. Bulota, or his heirs, absolutely and in fee simple. The other share I give to my Trustee hereinafter named, IN TRUST, NEVERTHELESS, for the benefit of my son, Charles R. Bulota, under the following terms and conditions: 1. My Trustee shall pay so much of the income and principal of this trust as my Trustee, in his sole and absolute discretion, deems advisable to maintain, or to enrich the life experience of, my son, Charles R. Bulota. My Trustee's discretion is limited, however, by my direction that the Trustee preserve my son's eligibility for government services and benefits, including VA disability pension benefits. 2. I make this provision for my son, Charles R. Bulota, with the full understanding of his physical disability, and I am aware that he currently receives a monthly VA pension, which this provision is intended merely to supplement, not to supplant or replace. I therefore direct my Trustee to preserve the principal of this trust for the benefit of the remaindermen, to the extent he deems it appropriate; and in making expenditures of income and principal my Trustee is directed to take into account all other available 2 j Qj ~ I SAlOIS SHUFF, FLOWER & LINDSAY ATIORNEYS'AT'LA W 2109 Market Street Camp Hill. PA I I I I I I I sources for the support of my beneficiary, including entitlement to VA benefits I I and federal and state public assistance payments. 3. Upon the death of Charles R. Bulota, this trust shall terminate and the Trustee shall distribute the principal, accretions thereto, and any accumulations of income, to my son William R. Bulota, or his heirs. FIFTH In addition to the powers conferred by law, I authorize any personal representative, trustee or guardian acting under this instrument, in his/her absolute discretion: (a) To retain in the form received, or to sell either at public or private sale any real or personal property; (b) To exercise any options to subscribe for stocks, bonds, or other investments. (c) To join in any plan of lease, mortgage, consolidation, exchange, reorganization or foreclosure of any corporation in which my estate or any trust may hold stocks, bonds or other securities; (d) To sell, transfer, convey, mortgage, pledge, lease or exchange any property, real or personal, which at any time may form part of my estate, for the payment of debts or taxes, or for any purpose of administration or distribution, for such prices and upon such terms as they, in their sole discretion, may deem wise, and to execute and deliver deeds of conveyance or transfer thereof; (e) To make settlements and compromises on such terms as they, in their sole discretion may deem wise without the necessity of obtaining any court approval thereof; 3 SAlOIS SHUFF, FLOWER & LINDSAY AlTORNEYS.AT.LAW 2109 Market Street Camp Hill, PA I (f) To make distribution hereunder either in cash or kind, as they, in I their discretion may deem wise. SIXTH I appoint my son, William R. Bulota, of Clarkston, Washington, as Trustee of the trust created under this Will for the benefit of his brother, Charles R. Bulota. In the event that William R. Bulota should be unwilling or unable to serve as my Trustee, I appoint my granddaughter, Lara Ann Bulota, also of the State of Washington, to serve as alternate or successor Trustee. In the event that both of the foregoing persons are unwilling or unable to serve, I appoint Paula K. Knudsen, of 3645 Marietta, Lancaster, PA, as second alternate or successor Trustee. SIXTH I do hereby nominate, constitute and appoint my wife, Elizabeth Bulota, and my son, William R. Bulota, to act as Co-Executors of this my Last Will and Testament. Provided, however, that if both are unwilling or unable to act as Executor, I direct the duties of Alternate Executor be performed by my granddaughter, Lara Ann Bulota. SEVENTH I direct that no personal representative, guardian, trustee or other fiduciary appointed under this instrument shall be required to give bond for the faithful performance of his or her duties in any jurisdiction. IN WITNESS WHEREOF, I, STANLEY BULOTA, have hereunto set my hand and seal to this my Last Will and Testament, consisting of four (4) typewritten pages, the first t~of which bear my signature in the margin for identification, this Ii/. 3- day of , 2003. ~~ aJ.~ ..... ANLEY LOTA, Testator 4 Signed, sealed, published and declared by the above-named Testator, STANLEY BULOTA, as and for his Last Will and Testament in the presence of us, who have hereunto subscribed our names at his request as witnesses thereto, in the presence of ~ Testator and of each other. ~~ ADDRESS 2uJ1 ~\~ yt-, (, {-I ~I PIC- ~~ ~) A/~ ADDRESS ") . c c, "-"-^ '--.r" \--<<.. t- :);-, L '-, ....., '12> 't ( I (( r A , COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND WE, STANLEY BULOTA, '/t.-oiA.V.tS -f-.. F /o{.v-er and -~ ....~, the Testator and witnesses, respectively whose names are signed to the . regoing or attached instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Last Will and Testament and that he signed willingly and that he executed as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator signed the Will as witness and that to the best of their knowledge the Testator was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. ~~~ .. STANLEY LOTA, Testator ~~c:;-~ , Witness ~ ~/'{'l--'~ , Witness ATIORNEYS.AT.LAW 21 09 Market Street Camp Hill. PA Subscribed, sworn to and acknowledged before me by STANLEY BULOTA, the Testator, and subscribed to and sworn or affirmed to before me by Ilwno.r E. ~/Ut'r and GalMnaz~es, this L!L day of fltlr/1 ,2003. P~~( otary Public SAlOIS SHUFF, FLOWER & LINDSAY Notarial Seal Sallie Allshouse. Notary Public Carlisle Boro, Cumberland County My Commission Expires Mar. 29, 2004 5 . SAlOIS SHUFF, FLOWER & LINDSAY AlTORNEYS'AT'LAW 2109 MJrket Street CJmp Hill, PA MARITAL AGREEMENT FOR MUTUAL WILLS . THIS AGREEMENT, made the /'13 day of /l,ut-t' ,2003, by and between Elizabeth Bulota ('Wife") and Stanley Bulota ("Husband"), WITNESSETH: WHEREAS, on even date herewith, Wife and Husband have executed mutual Wills, duly witnessed and acknowledged, with the following dispositive provisions: 1. The Wills of both Husband and Wife leave one-third of the residue to the testator's spouse, if such spouse survives the testator by thirty days; otherwise, the same one-third of the residue passes to the children of the testator's spouse; and 2. Both Wills further provide that the surviving spouse and one or more of the testator's sons shall be appointed to serve as co-executors of the testator's estate; WHEREAS, both Wife and Husband now desire to exchange legally-binding mutual assurances that the survivor of them cannot revoke the items designated "1" and "2" above; NOW THEREFORE, in consideration of the mutual assurances passing between them, and intending to be legally bound, the undersigned Husband and Wife do hereby covenant and agree that neither one of them shall revoke or amend the Will this day executed by him or her, without the express written consent of the other spouse. IN WITNESS WHEREOF, Wife and Husband have hereunto set their hands and seals on the day and year first above written. ~~~u ~ (Seal) Ell eth Bulota (Wife) . (Seal) Husband) ~~ Witness ~~ Witness ..... SAlOIS SHUFF, FLOWER & LINDSAY ATIOR~E\'S'AT'LA \V 2109 Markel Street Camp Hill, PA CODICIL OF STANLEY BULOT A I, STANLEY BULaT A, the within named Testator, do hereby make and publish this Codicil of my Last Will and Testament dated April 14, 2003. FIRST I hereby amend item FOURTH of my said Will to provide as follows: "I direct my executor to divide the rest, residue and remainder of my estate into two (2) equal shares. One share I give to my son, William R. Bulota, or his heirs, absolutely and in fee simple. The other share I give to William R. Bulota, in trust nevertheless, as Trustee of the "Charles R. Bulota Supplemental Needs Trust" dated June 9, 2005, to be held by him and managed according to the terms and conditions therein set forth. SECOND In all other respects I hereby ratify, confirm and republish my Last Will dated April 14, 2003, together with this sole Codicil as and for my Last Will. IN WITNESS WHEREOF, I, STANLEY BULOTA, have hereunto set my hand and seal l. to this Codicil to my Last Will and Testament this~day of June, 2005. /si~~~:tfXz; F', l ..._' -- 1 21 D <r'c/7? A SAlOIS SHUFF, FLOWER & LINDSAY A TIORNEYS'AT'LA IV 2109 MJrkel Street CJlllp Hill, PA COMMONWEAL TH OF PENNSYL VANIA COUNTY OF CUMBERLAND We, Stanley Bulota, Thomas E. Flower, and L.4IM"SJAQ:Cfb,k;t/, the Testator and witnesses, respectively whose names are signed to the foregoing or attached instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Codicil and that he signed willingly and that he executed as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator signed the Codicil as witness and that to the best of their knowledge the Testator was at the time 18 or more years of age, of sound mind and under no constraint or undue influence, ? '? 4 t;:~/~ co J d..h A (~ Stanley Bu).et? . - ~~<:~ T 0 lower, Witness ~~c I ,OJ ,Witness Commonwealth of Pennsylvania County of Cumberland ) ) ss. ) On this, the dr/r day of June, 2005, before me~ 1: ~.r/I'C~he undersigned officer, personally appeared Thomas E. Flower, known to me or satisfactorily proven to be a member of the bar of the highest court of Pennsylvania, and certified that he was personally present when the foregoing acknowledgment and affidavit were signed by the testator and witnesses. I have signed my name and affixed my seal. ftl:Grr- COMMONWEALTH OF PENNSYLVANIA Notarial Seal . SaraJ. Ensinger, Notary Pubhc Camp Hill Boro Cumberland County My Commission~xpires Oct. 17, 2005 Member, Pennsylvania Association of Notaries