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HomeMy WebLinkAbout01-06-06 - 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 [ : ~ .1 t' r r 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 -:s ~~~'i "( , "d-~'\~ <. ~~ ~.~~ <<">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)...................... $ I..\~ - '-S. \';:,~ ~~" ~ ~ Register of Wills ~ \ Attom,y~f~ ~X~\ ~-' ~ I.D.No: 19475 Bogar & Hipp Law Offices Address: One West Main Street 'S \~ . ROF1I:lAsiatiGFl......~>\\.............. $ Affidavits ( )..........................$ Extra Pages ( )......................$ Codicil............ ................... _......... $ JCP Fee......................................$ \~ . Shiremanstown, PA 17011 Telephone1 '717-731-816{ -I t Inventory......... ...... ......... ..... .._..... $ E.Mail: Other...... ....~~~..~~.~.._.... .... ...$ Ll ! "r r-, . '" :} - 1 "I! ,/.....,""~, s. TOTAL............................ $ S ~<0 ,"J\,J 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). '.,'J I 08 .".i: '..0 I; ) 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 ~...> i..- >'l 1 r:. .') fl. 8 "'.' Q. .L J., j .J f:t ,I!: \.? No. /J !rJ 4::..... . ';:!~._" ~ {' '~~~-l-'--~ Local Registrar ( DEe 282005 Date . . .) .' 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 - i+r1,J7 - I?/< 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 UJ., j-1'/ ,:'/. A "../7 33. ~,/ /C....-;.~.U~ -tlR.__ j, './ ~ /Io<! /1/1 34. 1 ~ .~ ~, r~' ~ ~ ~ ~i\ 'J~ - ~~\:, 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: ) ~ ~ ~ ~ ~ ~ ~ \ ~ " (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 ~ d i ~ ~ ~ J ~ (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