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HomeMy WebLinkAbout12-16-05 Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of Gertrude F. Coords No. ;) / ~ L) cy- /1 r7 ) also known as Gertrude E. Coords , Deceased Social Security No. 084-01-8686 late of Upper Allen Township, Cumberland County, Pennsylvania Petitioner(s), who is/are 18 years of age or older apply(ies) for: COMPLETE "A" OR "B" BELOW:) ~ A. Probate and Grant of Letters and aver that Petitioners is the executor named in the Last Will of the Decedent, dated JulY 25. 2000 and codicil(s) dated N/A State relevant circumstances, e.g., renunciation, death of executor, etc. 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 incompetent: 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 that Decedent left no Will and was survived by the fgltowing souse if an and heirs: ( ) r-, Name Relationship Residence- ~.~ C) G-'" ,. .\ -----l (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. --.; Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at Messiah Villaae. 100 Mount Allen Drive. UDDer Allen TownshiD. Cumberland County. PA 17055 (list street, number and municipality) Decedent, then 87 years of age, died December 12. 2005, at Messiah Villaae. 100 Mount Allen Drive. Mechanicsbura. PA 17055 (Location) 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 ................................................................................................... $ T atal.......................................................................................................................... ........... $ Real Estate situated as follows: NONE 4.000.00 4 000 00 Wherefore. Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the rant of letters in the a ro riate form to the undersi ned: Signature Typed or printed name and residence ...? J Peter G. Forman -t-'-. 3107 Rolling Knoll Drive, Dallas, Texas 74234 ~. REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF SUBSCRIBING WITNESS Sharon L. Wick. Esauire . a subscribing witness to the Last Will and Tes 2000, presented herewith, having been duly qualified according to law, dep s and says that she was present and saw Gertrude F. Coords, the Testatrix, sign the same and t she signed as a witness at the request of Testatrix in her presence and in the presence of the er subscribing witness. ",/ ,//'/ ,/ ,./ Slfaron L. Wick, Esquire /' /"r-' Sworn to or affirmed and subscribed before me this day of (Name) ,2005. 3400 HSBC Center. Buffalo. NY 14203-2887 (Address) For the Register (Name) (Address) REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF NON-SUBSCRIBING WITNESS Peter G. Forman a subscriber hereto, having been duly qualified according to law, deposes and says that he is familiar with the signature of Gertrude F. Coords, Testatrix of the Last Will and Testament dated July 25, 2000, presented herewith, and that he believes the signature on the Last Will and Testament dated July 25, 2000, is in the handwriting of Gertrude F. Coords to the best of his knowledge and belief. Sworn to or affirmed and subscribed before me this \ l ~<t ~ day of ':t\.\ \~ ,,{'f\ lcu:."~- ,2005. .-) .,' . l ~ '/0::4\5, 7-z~ Peter G. Forman .C) , (Natne) , "'I 1 )'-.-1 Ii ... .. 3107 Rollinll Knoll Drive. Dallas. TX 75234/< (Address) :r? G'l 1"" --, v '''-,",- (Name) (Address) 439163vl ,;{ l [' :;. // ~ ) IV !1"F{f\J~I'J(i: It ~:=.i d~e9.af to dur:)hc;ltt?; q''';t,> ;\ ",./';'i;:.'.~.~\'. '.'..", '1lf\: ~: f.:;', ,,' I ': ~" '_ ~lfi't":':('~:h (~~ K~.&r1- 1: p 12211483 aq~JV /f v1co:J C) -"J C..~ '-' tnO~.l43A.v 2187 COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH ". FATHER'S NAME If"klst Middle l asl) 100 Mt. Allen Drive Mechanicsburg, PA 17055 sex .Female STAlE FILE NU~BEA SOCIAL SeCURITY NUMBER a l' 6 (0/1/9 ) DATE OF DEATH .Mon1tl, Da)'. '''taI1 _December 1 2, 2005 TYPE/PRtHT IN peAM""e,H BU.CK INK H"ME Of DECEDENT tFlf'5l. MJdcIe. lasl) Gertrude Elizabeth AGE (LaS! Blf1May) uNOER 1 YEAR UNDER t DAY MorMha Oay1l Hours!: Mlnul.. 87 v,. .. 084 - 01 BtRTHPLACe {City and Stale ex FOl'e.gn CoonllV} g';:,,,,, D ., COUNTY Of DEATH Cumberland DECEOEN'f'S USUAL. OCCUPATION {~t'~~oi..~~a:;:;.eu~r:~,~ . ". Executive ".. DECEDENT'S MAILING ADDRESS (Slreel. C,t'ylTown SlaIe, bp Cooe) White .. SURVIVING SPOUSE (Il-.nte. gi..... mMl8n n..,e, 12. DECEDENT'S AC1UAl RESIDENCE lSee InSlructlons on olho'!, Sldel 17.. Stale en - 17b. Coun Cumberland ".0 :"'-OC1-:'~':::::oI MOTHER'S NAME iFIfSl, Middle, Maden Sufname) ". Elizabeth "Unknown" INfORMANT'S MAIUNG ADDRESS (Streel. Cdy/klwn. SlcIle, Zip COOS) .~ 350 Wellsville Road Wellsville, PA 17365 PUtCE Of DISpOSlllON . N..". of C~..ltfY, Cremalory lOCATION. CitylTown, S~I.. rip Code Of OIllen Plac. '''Y-' ~ :iJ \;l c i:; ~ 0( Z MD \) ':Ja. T'Me OF OfAfH rTEPRONOUCEO 0 AO'MO''''-.D3Y Yl!al J .. 22'-1-.L p... ~ . . . 27. nRT I: Enl.' Il'Ie dis...... IOJUnas Of compllcallons ....tllch causltd thl1 daalh Do nolemer 'h. mooe of \Jy llSl ont';' one C<1use on each 1\(\9 23b. WA.S CASE c Ul <J) 0> ~ 0( 141...2005 LICENSE NUMBER FD - 014889 DAlE OF INJURY (Month Day, Yeal) H. I Approxun..le :~=~=:eu7 13 /l.J -~.-'r-~_n - ---~--+--- I : ------, 1_ TIME OF INJURY PART II: Oth.r liQl"iftl;anl. COIlCi&Ul\a (;;Q(\(f tbuliOlil to ~inh, tMA not resulling in ,he undltftVlng cauu QIV'" in PAAT I J)~,'tf ~^i 6.. DUE TO(OAASACONSEou"E'NCWf)~.- /~.u,.IeN'N4~~_._ <::41) b ~_____~__ _ ______ __ t c DUE TO lOA ASA CONSEOUENCt OFj DUE TO (OR AS A. CONSEQUENCE Of') - ---- . WERE AUIDPSY FINDINGS MANNER OF DEAn..1 AVAILABlE PAIOR TO COMPLETION OF CAUSE OF OEArH1 INJURY AT WORK? OESCRIBE HOW INJURY OCCURRED Ye,D No [J SuICIde ~ [J n HomlC~ v.. ,[] NoD [] rJ ~ 3~ . ~ Could nol be oJtthtrmlrled [l PlACE'OFINJUAv~:-:i.I'hOme,' '~um.-Slre.t.joictOf'y.affic. . =hL,OC..-. ATION (Sfr.... CIf\llTown, Slalal bUlldtfl\l. ale \Spltl;lt~\ 1... 2ab 29 30.. -~-'-~-- aRTIfIER(C"'ec~Of\I)'OtlttI ~ SJ',G.N,A..f.U.A_~_I1LE_OF.aC.Ao.ERr~FI R . .; /l1'O._...___........_...__~____ .CERTIFYING PHYSICIAN \Ph~:>''':''--Ul Ct!f\llyu\<} CdU~ ullll~dl!\ M\IJI1 ~1I<.>\1Itl( 0)h'y'ool\:.,,,nh4<;; VI"--"\llllI1LOO Jtldjl, "P,) f.,)j'TIl.'\Vh:l,J lh'llI 2,)1 . To the blMI: of m)' kOO"ledg., d.alh occ:urr~ due 10 Ihe ~.u..(.) and manner.. alated. . Lie. Et4SE NUMBER . .. .TDATE. SI.GNEO 1"'*0111"'. o. ;I)', '1'8"11 .~=~~~::~A~=~~~~'~.~::~~~~~~;F,>~~~,;:~: ~"::~~~cJ~J~;~{;: ~~l~~~,~u"~~.~.~~~~(~).~~u~~~~j~~ff ". .I.,ed l-- J Jl~.. . ~ D .~~ # :!_~~_~ _ ____ __ ht!!__~~_~:/;!} (JJ ~.__~_ NAME, AND AOORESS OF ..tl'RSON WHO COMPlETEOCAUSE Of DEATH ,ltemL7)r,pootPron' V.,,,~J.. 4<::,""~tJ#A r ] .;L.. ......, r.. ....~" jZ.) j 32. /Il<L;( "'~, <,,/6" ?~ ..7L'.J:/ DATE FILEO (Monlh, Oa)'. ~n ..J)c>{'." rn),,,,,e I i'~ <>2 uOS Nalwal Ptlndl~ Imltl51tyallon 'MEDICAL EXAMINER/CORONER On th. b..I. 01 ..emln.Uon .ndlor In."eallg..lioo. in my opinion, death oecuu..d a.t \he tln\o, dat., ilnd place, and due 10 the cause(.) and mann.'.. ..t.'ed,. . ". REGIST /.J ~L Oh..-' ~t..:t~/ /1 ~tJJ.lJ .. :J 1'-()i)'-; ) J J LAST WILL AND TESTAMENT o o .:}) [-"~J -;::D OF GERTRUDEF.COORDS , c. I, GERTRUDE F. COORDS, domiciled in Williamsville, Erie County, New York, declare this to be my Will, and revoke all Wills and Codicils previously made by me. FIRST: All estate and other death taxes which shall become payable by reason of my death (including any interest and penalties with respect to such taxes), whether in respect of property passing under this Will or otherwise, shall be paid in accordance with the terms of the Trust Agreement executed by me on March 16, 1994, as amended or restated from time to time ("Trust Agreement"), except that any increase in such taxes resulting from the inclusion in my taxable estate of qualified terminable interest property allowed as a marital deduction in the estate of my husband or property over which I may have a power of appointment taxable in my estate shall be paid from such property. In addition, any generation skipping transfer tax imposed on a generation-skipping transfer shall be paid from that portion of property subject to the generation-skipping transfer tax. I direct that my unused generation skipping transfer tax exemption (which exemption is provided by section 2631 ( a) of the Internal Revenue Code of 1 0; .~. "- 1986, as amended from time to time) determined immediately before my death shall be allocated first, proportionately among any transfers under this Will or the Trust Agreement that are direct skips, second, any remaining unused portion of such exemption thereafter shall be allocated proportionately among any distributions from any individual retirement account owned by me and any trusts and other transfers under this Will or the Trust Agreement subject to the generation skipping transfer tax, and third, any further remaining unused portion of such exemption thereafter shall be allocated proportionately among all other transfers from my taxable estate subject to the generation skipping transfer tax. SECOND: All of my clothing, jewelry and other personal effects and all household furniture and furnishings and other household equipment and any automobiles owned by me at the time of my death, together with any transferable rights and pending claims I may have under any insurance policy pertaining to any such property, shall be distributed as follows: (A) all leather bound autographed books owned by me at the time of my death shall be distributed to my late husband's daughter, JOAN KIPE, if she survives me. (B) all such items described in this Article (other than the books described in Article SECOND (A) above) located at 127 Kandahar, East Aurora, New York and 5 Ocean Drive, Jupiter, Florida at the time of my death shall be distributed in equal shares to the children of my late husband, HENRY H. COORDS, who survive me. (C) the balance of such items (other than the items described in Article SECOND (A) and (B) above) shall be distributed in equal shares to my children, PETER G. - 2- FORMAN and JANET F. CINCOTTA, who survive me. THIRD: I give and devise my residuary estate to the successor Trustees of the Trust Agreement executed by me on March 16, 1994, as amended or restated from time to time, to be added to the principal of the trust and to be held, administered and disposed of as part thereof. FOURTH: I appoint my son, PETER G. FORMAN, Executor of this Will, but if he does not survive me, or for any reason fails to qualify or ceases to act, I appoint my daughter, JANET F. CINCOTTA, Executor of this Will. In addition to the powers granted executors under New York Estates, Powers and Trusts Law ~ 11-1.1 and ~ 11-2.3 on the date hereof, and any other powers granted executors by law, I grant to my Executor full power: (1) to retain in my estate for such time as deemed appropriate, any and all securities and other property forming part of my estate at the time of my death, whether or not authorized by law as investments for executors. (2) to sell, conveyor otherwise dispose of any and all property at any time held in my estate. (3) to borrow money and to mortgage, pledge or otherwise encumber any estate property for the payment of taxes, debts or expenses or any other purpose to facilitate the administration of my estate. (4) To retain agents, including attorneys, accountants, investment advisors and - 3 - custodians and to compensate such agents as an administration expense, and to allocate such expense to principal or income or partly to each as deemed appropriate. Any individual named in this Will as Executor or as successor Executor shall serve without bond. Any reference in this Will to my Executor shall be construed to refer to any and all persons acting in such capacity at any time. I direct that no fiduciary named in this Will shall be required to file a bond in any proceeding for court approval of advance payment of commissions pursuant to New York Surrogate's Court Procedure Act S 2310 or S 2311. FIFTH: In any proceeding in which persons interested in my estate are required to be served with process, it shall not be necessary to serve any person under a disability if another party to the proceeding who is not under a disability has the same interest as the person under a disability, in accordance with New York Surrogate's Court Procedure Act S 315(5) on the date hereof. o /" 'A~b. IN WITNESS WHEREOF, I sign my name thisl~ day of ,- - ( ,2000. ~i-, ~ On the above date the Testator above named signed her name to the foregoing instrument and declared it to be her Last Will and Testament in the presence of each of us, and - 4 - we at her request and in her presence and in the presence of each other have signed our names as ~ ~ ltlJ1residing at / '-YV\iV1 ~ t\.~~ing at BFLO Doc # 1008852.2 110 t( ~L f)/L ~'f(.A ~ 112],(" 4445 CHESTNU~ ~IDGE AD NU.I AMHERST, NY 14228 - 5 -