HomeMy WebLinkAbout01-06-06
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Register of Wills of Cumberland County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Estate of Jean M. Koons
also known as
No. 21-- ~~ - ~~ \S
, Deceased
Social Security No. 205-09-9594
James D. Bogar
Petitioner(s), who is/are 18 years of age or older, appl(ies) for:
(COMPLETE 'A' or 'B' BELOW)
[!J A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the Executor
the Decedent, dated 07/1 0/2003 and codicils dated
named in the last Will of
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; pedente lite; durante absentia; durante minoritate)
Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs:
Name
Relationship
Residence
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in Cumberland County, Pennsylvania with his/her family
or principal residence at 303 West Courtland Street, Shiremanstown, PA 17011
(list street, number, and municipality)
Decedent, then
87
years of age, died
12/27/2005
at Beverly Health Care, East Pennsboro Township, Cumberland County, PA
(Location)
Decedent at death owned property with estimated 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
$
$
$
$
500,000.00
situated as follows: 303 West Courtland Street, Shiremanstown, PA 17011
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:
139,000.00
James D. Bogar
Typed or printed name and residence
One West Main Street
Shiremanstown, PA 17011
"
717-737-8761
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Prepared by the Pennsylvania Bar Association
Copyright (c) 2004 form software only The Lackner Group, Inc.
Form RW-1 (1991)
....
Commonwealth of Pennsylvania
County of Cumberland
Oath of Personal Representative
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 of Petitioner(s) and that, as personal representative(s) of
the Decedent, Petitioner(s) will well and truly administer the es~tate rding to~a .
Sworn to or affirmed and subscribed ~~~ ~~
~ J es D. Bog
before me this ~ day of
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<.
~~ ~.~~
<<">a. ~ "<.~.. For the Register \
........' . ~\ -~"'~ ~~
No.
21-- <0 ~ - ~~ \ S
also known as
Jean M. Koons
Estate of
, Deceased
Social Security No: 205-09-9594
Date of Death:
12/27/2005
-::s~~~'\......
~
of the Petition on the reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters [!] Testamentary 0 of Administration
AND NOW,
~
~~~~
, in consideration
are hereby granted to James D. Bogar,
(c.I.a.; d.b.n.c.l.a.; pendente lite; durante absentia; durante minoritate)
in the above estate and that the instrument(s) dated
7/10/2003
described in the Petition be admitted to probate and filled of record as the last Will of Decedent.
FEES
Letters............................... _......... $
Short Certificate(s)...................... $
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Register of Wills ~ \
Attom,y~f~ ~X~\ ~-' ~
I.D.No: 19475
Bogar & Hipp Law Offices
Address: One West Main Street
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ROF1I:lAsiatiGFl......~>\\.............. $
Affidavits ( )..........................$
Extra Pages ( )......................$
Codicil............ ................... _......... $
JCP Fee......................................$
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Shiremanstown, PA 17011
Telephone1 '717-731-816{
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Inventory......... ...... ......... ..... .._..... $
E.Mail:
Other...... ....~~~..~~.~.._.... .... ...$
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r-, . '"
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s.
TOTAL............................ $
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Prepared by the Pennsylvania Bar Association Copyright (c) 2004 form software only The Lackner Group, Inc.
~-
Form RW-1(1991)
Register of Wills of
Cumberland
County, Pennsylvania
OATH OF SUBSCRIBING WITNESS
Estate of
Jean M. Koons
No. 21-- ~I..., - "\)\:'1\S
also known as
, Deceased
James D. Bogar
Lauren E. Bogar
(each) a subscribing witness to the 0 codicil(s) [!] will(s) presented herewith, (each) being duly qualified according to law
depose(s) and say(s) that she/he/they was/were present and saw the above Testator(rix) sign the same and that she/he/they signed as
a witness at the request of Testator(rix) in his/her/their presence and [!] in the presence of each other 0 in the presence of the
other subscribin9..~itness(es).
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1 West Main Street, Shiremanstown, PA 17011
(Address)
L7 ~~-~
Lauren E. Bogar
before me this
5+'n
1 West Main Street, Shiremanstown, PA 17011
(Address)
Sworn to or affirmed and subscribed
day
, ;J.()() u,
(Sign~I&');Yl(JLil~~~',',~~E)\d.,3 .'}.~:~~~
Notarial Sea!
. Jennifer B. Hipp, Notary Public
Shlremanstown Boro, Cumberland County
My Commission Expires Oct. 1,2007
Member, PennSY'I\/.::1tliL~~:~'atjon of Notaries
(Address)
My Co ission Expires:
(Signature and seal of Notary or other official
qualified to administer oaths. Show date of
expiration of Notary's commission.)
NOTE: To be taken by officer authorized to administer oaths.
Please have present the original or copy of instrument(s)
at time of notarization.
Prepared by the Pennsylvania Bar Association
Copyright (c) 2004 form software only The Lackner Group, Inc.
Form #RW-2 (1991)
'J... \ . \J '\;;) - 'l fJ \')
Thi, is to certify that the information here given is correctly copied from an original certificate (11 death duly fil.:d with me as
l.(1cal Registrar. The original certificate will be forwarded to the State Vital Records Office for pL'fll1anent riling
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fcc for this certificate. $6.00
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No.
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Local Registrar (
DEe 282005
Date
. . .)
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C"J
05.143 Rev. 2/87
COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH. VITAL RECORDS
L:~)
CERTIFICA TE OF DEA rH
SEX
F
STATE FILE NUMBER
SOCIAL SECURITV NUMBER
3. 0105" - 0<1 - 95 y;.J
DATE OF DEATH (Month, Day, Year)
4. lJ,UiDn/'J,c~ ~1 ,,<cxJli
1.
AGE (Last Birthday)
!(? Vrs
2.
5.
COUNTY OF DEATH
BIRTHPLACE (Ctty aM T on
State or Foreign Country) HOSPITAL'
h'AI2/!/S&/!?li- I,p.'~' 0 ERIO,lp,'on,O
7. i"E:;' a..
FACiliTY NAME (e not Institution, give street and number)
DOAO
Resider.ce 0 ~~:~fy) 0
RACE. American Indian, Black, 'M1ile. et
(Specify)
LvHt'TE
10.
a.
(/at.c=r;/11t7: /1'JFft72.G:.i7eN
DUE TO (OR AS A CONSEQUENCE OF):
,\5 DE(:EDENT EVER IN
US ARMED "OBS?
Y.sO Nc~
12.
17a.8late Pl:~Did
. decedent
li'le in a
17b. Countv ti.lm/3.1;k~rN/nShiP? 17d.D ~~hi~e~~~~i~~()f
MOTHER'S NAME (First. Middle, Malden Surname) ..
10. ~~A'-'\RR.J. Sf/TiER
1t.J;--ORMANT'S MAILING ADDRESS (Streat, Cltyn-own, State, Zip Ccx:le) ;7 t:..., Co
20b. C/J; R,1SI=IYJO/JL-' NE./iJ CJ-ifY!PJr4IltJD 11:1
P~CE OF DISPOSITION- Nama of Ceml!tery, Crematory LOCAT:ON _ CityfTown, State, lip Code
or Other Plac.e _ . " .
Eli .::,---, HAt2..tf'.; s/o1ueG: PENI3R.oc:';.(- /.tAIL,'!.. I sJ3al!c.
~. 210. ,~A 171 0 '1
-'2_<"/0/ lilA-A:. IZT Sr. fJ.66 /'/1
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DATE SIGNED
(Month. Day, Year) __
23b. ;:: I'-.J :J (p '7 ,) f (:,L 23c. 12. /2 7 / ?~,X.
WAS CASE REFERRED TO ~ MEDICAL EXAMINER /CORONER?
26. Yes 0 No
: ~pproxlrr.ate PART II:
: ~~:~~~d~;~
I true
8b. C!i.tm,,~~j.,I+A/ j)
DECEDENT'S USUAL OCCuPATION
(~r~~:k~:od':teu~~~~~~
MARITAL STATUS. Married,
Never Married, 'MdOVled,
Divorced (Specify) .
14. NLV[fl. m.1){2./2A ED 1&.
17c.1Rr Yes, decet1enlli\'ed h /+ /-l /Y1 p i)J:II.J
SURVIVING SPOUSE
{1~wife,glvem8!denname)
twp
ci!'ylboro
lie.
24.
27. PART I: Enter the dlse-ases.InJuries or complications which caused the death.
list only one ClIUse on each I.....
Sequentiany Ust conditions
If any, leading to immediate
cause. Enter UNDERLYING
CAUSE (Disease or injury
that Initiated events
resulting on death l LAST
WAS AN AUTOPSY WERE AUTOPSY FINDINGS
PERFORMED? AVAILABLE PRIOR TO
COMPLETION OF CAUSE
OF DEATH?
!:
DUE TO (OR AS A CONSEQUENCE OF):
/2.i( 6 /"/H7c
TIME OF iNJURY
/)STC"tA-~f7./ /1.../ n
ci1n.JMr<:.. PArtN .s'i"N1),2<''v'"E'''
DESCRIBE HOW INJURv OCCURREC
DUE TO (OR AS A CONsEaUENCE OF)'
Yes 0
MANNER OF CEATH
I\latural ~ Homicidb 0
Accident pendi:'lQ Investigation 0
Suicide 0 Could not be determine<1 0
DATE or IN IURY
(Monlh, Oaf, Year)
No r;i-
288. 28b.
CERTIFIER (Check only one)
~~;':t,~~:tGor~~~;~~~~h;'S~~~"t. cgg~~iJc:.~: t~ 8.eea~a~~~(:r~~3~~x~~~a~s h~~~~~~~~~~. ~~~~~ .~~I~ .:~.~~~:-~~.~. !.I~~ ?~).
29.
3Oa. 30b. M.
P'-:ACE CF" 'NJURY ~ At home, farm, street, factory, office
buddir~g, et.;. (Specify) _
30e.
30<1.
LOCA110N~l, CityfTown, Slale)
3D/.
SIGNATURE AND TITLE OF CERTIFIER
--:::!- Yl-- ..::...
PP..O
31b.
LICENSE NUMBER DATE S'GNED (Month, Day. Year)
1c. C, S DO ';-0\,4 L 31d. 12.'- Z8 -'('o!;
NAME AND ADDRESS OF ~~oroMi'\.nillli~.or~T:e 0
(Item 27) Type or Prnl l:JnCl.:J H. t=nUHN 11~t:H, ..
o 6"io /'o;N:';:"'1- c."L.""yoc'(, ; .(
~2. ~ /?t.? If ;L-.L /J~ / /()/ /
DATE FILED (Month, Day. Year)
.PRONOUNCING AND CERTIFYING PHYSICIAN (PhJsician both ~onoUr)('.;ng deat~ and eerUfying 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 mann6ras stated....,.
"MEDICAL EXAMINER/CORONER
On thn blBls of f!xamlnaUon and/or Investigation, In my opini'ln, oeath occurred at the time, date, aMI place, and due to the causea(sl and
manner as stated..........,.. ............................... ..... ............. ....................,.,....
31a.
REGI~R.S SIGNA!y'RE AN~BER
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33. ~,/ /C....-;.~.U~ -tlR.__
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34.
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LAST WILL AND TESTAMENT
OF
JEAN M. KOONS
I, JEAN M. KOONS, of Shiremanstown, Cumberland County,
Pennsylvania, 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 give and bequeath the sum of One Hundred
Twenty-five Thousand and No/IOO ($125,000.00) Dollars to the
PAULINE OILER, of 1304 Spring Road, Carlisle, Pennsylvania,
provided, however, that should she predecease me, then to
MERRILEE HART BENDER and JAMES BENDER, wife and husband, or the
survivor thereof, of 813 Rosemont Avenue, New Cumberland
Pennsylvania.
SECOND: I give and bequeath the sum of Fifteen Thou-
sand and No/IOO ($15,000.00) Dollars to the Church of God, of
1211 Fairmont Drive, Harrisburg, Pennsylvania, to be used for
general church purposes as the Church of God deems appropriate.
THIRD:
I devise and bequeath all the rest, residue
and remainder of my estate of whatever nature and wherever
situate, including any property over which I hold power of
appointment and together with any insurance policies thereon, to
MERRILEE HART BENDER and JAMES BENDER, wife and husband, or the
survivor thereof.
FOURTH: In addition to all powers granted to them by
law and by other provisions of this Will, I give the fiduciaries
acting hereunder the following powers, applicable to all prop-
erty, exercisable without court approval and effective until
actual distribution of all property:
)
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(A) To sell at public or private sale, 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 (including credit, with or without security) or
conditions as are deemed proper. This includes the power to glve
legally sufficient instruments for transfer of the property and
to receive the proceeds of any disposition of it.
(B) To partition, subdivide, or improve real estate
and to enter into agreements concerning the partition, subdivi-
sion, improvement, zoning or management of real estate and to
impose or extinguish restrictions on real estate.
(C) To compromise any claim or controversy and to
abandon any property which is of little or no value.
(D) To invest in all forms of property, including
stocks, common trust funds and mortgage investment funds, without
restriction to investments authorized for pennsylvania fiduci-
aries, as are deemed proper, without regard to any principle of
diversification, risk or productivity.
(E) To exercise any option, right or privilege granted
in insurance policies or in other investments.
(F) To exercise any election or privilege given by the
Federal and other tax laws, including, but not necessarily being
limited to, personal income, gift and estate or inheritance tax
laws.
(G) To make distributions to my herein named benefici-
aries in cash or in kind or partly in each.
(H) To borrow money from themselves or others in order
to pay debts, taxes, or estate or trust administration expenses,
to protect or improve any property held under my will, and for
investment purposes.
2
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(I) To select a mode of payment under any qualified
retirement plan (pension plan, profit sharing plan, employee
stock ownership plan, or any other type of qualified plan) to the
extent the plan or the law permits them to do so, and to exercise
any other rights which they may have under the plan, in whatever
manner they consider advisable.
FIFTH: I direct that all inheritance, estate, trans-
fer, succession and death taxes, of any kind whatsoever, which
may be payable by reason of my death, whether or not with respect
to property passing under this Will, shall be paid out of the
principal of my residuary estate.
SIXTH: All interests hereunder, whether principal or
income, which are undistributed and in the possession of the
fiduciaries acting hereunder, even though vested or distribut-
able, shall not be subject to attachment, execution or sequestra-
tion for any debt, contract, obligation or liability of any
beneficiary, and furthermore, shall not be subject to pledge,
assignment, conveyance or anticipation.
SEVENTH: I nominate and appoint JAMES D. BOGAR,
Executor of this, my Last Will and Testament. In the event of
the death, resignation or inability to serve for any reason
whatsoever of the said JAMES D. BOGAR, I nominate and appoint
WAYPOINT BANK, of Camp Hill, Pennsylvania, Executor of this, my
Last Will and Testament. I direct that my Executor, and their
successors, shall not be required to post security or a bond for
the performance of their duties in any jurisdiction.
3
IN WITNESS WHEREOF, I have hereunto set my hand and
seal to this, my Last Will and Testament, this / tJ~ day of
{fJr
, 2003.
~ kt. 4:;;,~/
JE M. KOONS
( SEAL)
Signed, sealed, published and declared by the above-
named Testatrix as and for her Last Will and Testament in our
presence, who, at her request, in her presence and in the
presence of each other, have hereunto subscribed our names as
attesting witnesses.
Address
fJ~~_
Address
./ ~.~ ')
'21 (l(1.i-'t... r ,.6o~-"v'
I \ 0
4