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HomeMy WebLinkAbout03-21-06 PETITION .F()I~ }JlI{OBATE and GRANT OF LETTERS Estate oj Lar~~ C PP 1 ; y a/so known as No. :)..00(0 --0260 To: Register of Wills for the County of rllmber 1 and in the Commonwealth of Pennsylvania . Deceased. Social Security No. 201 -1 8- 0 023 The petition of the undersigned respectfully represents that: Your petitioner(s) ~ who is6e~ 18 years of age or older an the execut OJ:" in the last will of the above decedent, dated Decemb~r 20_,... 2002 and codicil(s) dated named , ~9cxJC (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumber 1 and County, Pennsylvania, with h er last family or principal residence at Green Ridg~ Vi 11 r\ge 210 Rig Sprip~ Road, N~wv;lle, ~A 17241 (list street, number and muncipality) Decendent, then R 1 years of age, died Fe.bruary 25, 20 Q 6. )<13xxxx at 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: Decendent 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: $ ?S,OOO 00 $ .00 $ _ 00 $, . 00 WHEREFOREt petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary (testamentary; administration c.La.; administration d.b.n.e.La.) theron. '" ~ u ~ v ~3 v ... O::lU t: -00 ~.= cd ": _lU ~c.. v..... ;:; 0 ai t:: bIl CiS ~~~~ Bennett H F ,Tr 358 Big Spring Road Newville, PA 17?41 ", ] . t] .: ... ~-~ I..~..' J e....r1 C.J OATH OF" PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } 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 of petitioner(s) and that as personal represen- tative(s) of the above deccdznt petitioner(s) will well and truly administer the ea according to law. Sworn to or affirmed. and subscribed { ~~~k ~ ~ before me this . LI sl- day of Bennet. t. H. Pi? lCfx, Jr. ~ March ~~ ~ g Jd1UJdLI -Ia/tIl.1) A 6 ~ . fltJ, f/w,oUl1/if, ~ eg is ter ~ N ;2000- 0:250 o. Estate of Laree C. Felix , Deceased DECREE OF F'ROBA~rE ANI) GJftA.~~'T (tF LE1~TERS AND NOW March 2/ Sf, ? 0 0 n ._ Wx..--, in consideration of the petition on the reverse side hereof, satisfactory proof having been prc:iented before me, IT IS DECREED that the instrument(s) dated December 20, 2002 described therein be admitted to probate and filed of record as the last will of Laree C. Felix and Letters Testamentary are hereby granted to Bennet t H _ Fel ix, lTr. . Jdtvtd-a '1 tti/U1 M1a4hrz,?{glL/ Regist.r of WilJs-P" ~Iitf ~ FEES Probate, Letters, Etc. ......... Short Certificates(S) .. _ . . . , . , . nWdl. . . nmy.ilClatlOn ................ 0.. ().. fD .;; Ie p s {PO.OD .'; "" 00 5 ~. $ J6. 00 5 is. DO TOT,,<\L _ S J 10 .00 Fi1ed:~ . ~"'J~(J()t? . . . . . . . .. . . 34349 200 N. Hanover street, C~rlisle PA ADDRESS 1701 3 (717) 243-5551 PHONE Thi~, is to certify that the information here given is correctly copied fro~ an original ce~ificate of death du1r filed with me as Loc.,d Registrar. The original certificate will be forwarded to the State VItal Records OffIce for permanent fIlIng. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $6.00 p 12270069 No. Hl05.144 Rev. OMl6 TYPEJPRINT IN P:r:C~'l,~~ 1130-182 1 Name 01 Decedenl (Firsl, middle, tasl) Laree ~~.~~&.~ Local Registrar MAR Date 1 2006 COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH (CORONER) c Felix 5. Age (Lasl birthday) 81 y,s 7. Dale of Birth Month, da , ear April 19, 8b. County 01 Dealh ~} West Pennsboro Cumberland 11. Decedenl's Usual Occ lion Kind 01 WOrk done durin roost 01 workin Iile; do lIQ\ slale relired Kind 01 Work Kind of Businessllnduslry Laborer Shoe Factor 16. Decedenl's Mailing Address (Slreel. cityllown. slale, zip code) 210 Big Spring Road Newville, PA 17241 17a. Slate 17b. County Cumberland 19. Mother's Name (First, middle, maiden surname) Mary 'Lehman 18. Falhe~s Name (FIrSt. middle, tasl) William Guy Heckendorn 2Oa. Informan"s Name (Typelplinl) Bennett H. Felix Jr. ~',.tial Security Nurrilel 201 -18 Other: o EAlOu alieni 0 DOA Nursin Home 9. Was Decedent 01 Hispanic Origin? Xl No 0 Ves (If yes, specify Cuban, Mexican, Puerto Rican, etc.) o Residence 0 Other. S 10. Race, American Indian, Black, Whne, elc. (Spedlyj White h hesl rade co leled College (1-4 or s..) 15, Surviving Spouse (n wife, give maiden name). ~e ~e:edenl 17cXK Yes, Decedent Lived in We s t Pen n s b 0 r 0 Twsr. Townsh~? 17d. 0 No. Decedenl Lived w~hin Actual Limits 01 CitylBoro 2Ob. Informanfs Maiing Mdress (Slreet, cilyllown, stale, z~ code) 358 Big Spring Rd Newville PA 17241 21c. Place of Ois\l9sWn (Name 01 cemetery. cremalory Of other place) Newvllle Cemetery 21d. Location (CityAown, slllle. zip code) Newville PA 17241 Cl w en ;J en <( ~ Bg~~~ffe~al Home Ine 15 Big S~ring Ave Newville PA 17241 23c. Dale Signed (Month. day. yeer) 24. ,me ot Death 25. Dale Pronounced Deed (Month, day, year) February 25, 2006 11 : 05 CAUSE OF DEATH (See IlIStructlollland enmples) lem 27. Pan I: Enter the ~ .. diseases. injuries, Of cO"'4llications -!hat directly caUS8d the death. DO NOT enter leminal events such as cardiac arrest. respiralory arrest. or venlricular IlbrUlalion without showing the etiology. DO NOT abbreviate. Enter only one cause on a ine. ::~:~~S;J~~:disea~ a. Cerebral Contusion Due to (or as a consequence on: Fall Due 10 (or as a consequence oQ: : Approximale inlerval: : onsello death Sequentially list cond~lons, U any, leading 10 the cause lisled on Line a. - Enter the UNDfRL Y1NG CAUSE _ (disease or injury that i1~iated the evenls resuning in death) LAST. Due to (or as a consequence on: 3Oa. Was an Autopsy Periooned? d. 3Ob. Were Autopsy FindinGs Available Prior \0 ColT1lletion 01 Cause of Death? o Ves 0 No 32d. ,me of Injury Aprx. 5: 55 P oM. 31 Manner ot Dealh o Natural 0 Homicide ]I( h:cident 0 Pending Investigalion o Suicide 0 Could NoI Be Determined o Yes ~ No t- :z w o w <..> w o u.. o w ~ <( :z 330. Certiller (check only one) c.rt11y1ng physician (Physician c8llifying cause of death when another physician has pronounced death and CO"'4lleled hem 23) To the best 01 my knowledge, death occurted due 10 the uuse(s) and manner IS sbled......... _...._....................._........_........._.........._...._...................._......_........0 Pronouncing and certifying physician (Physician both pronouncing dealh and certifying to cause of death) To \he besl 01 my knowledge, dealJl occurred allhe time, date, and place, and due to the ClUse(S) and manner as slllell-......_............._...._._.................................O Mecllcalexamlnerlcoroner On lhe 1I.1S1s 01 examination and/or investigation, In my opinion, dealh occurred at lhe lime, date, and place, and due 10 lhe ClUSe(S) and manner as Sbled..._.}I( rats Signalr\.nd.~ ~r _ t\ 4 36. Dal~1led (1.40\ nlh. da~. l~ M ~~ ~ ~ II Id.. I \ 10 I !o..,.,"" vv'O (See instructions and examples on reverse) 23b. License Num, 26. Was Case Relened 10 a Medical ExaminerlCoroner? J4 Ves 0 No PartU: Enlar oIl1el sianificant condMlons contrilulino \0 death, but not resufting in the underlying cause given in Part!. 28. Did Tobacco Use Conlrbute 10 Deslh? o Ves 0 Probably o No 0 Unknown 32b. Describe how InjUl)' Occuned: a Living Facility 321. 29. It Female: o Not pl8Ql\8nt within past yeal o Pregnant at time of death o Not prBllnan~ but pregnanl within 42 days of dealh o Not pregnant. but pregnanl43 days to 1 year belote death o Unknown" pregnant within tha past year 32c. Place ot Injury: Home, Farm. Stresl. Factory, Office Building, etc. (Spec:iIyj 32g. Localion (street. cityllown. state) Big Spring Road, Newville, PA 33d, Date Signed (Month. day, year) February 28, 2006 34. !!f1C~~'r o'f.~~ ml~ ;ause:C;;~M.e r TypelPrint 6375 Basehore Road, Suite #1 Mechanicsburg, PA 17050 . . ~t Will and g ~tammt OF LAREE C. FELIX I, LAREE C. FELIX, of 5 Ridgeway Drive, Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this to be my Last Will and Testament, hereby revoking and making FIRST j \> <:::j void all previous Wills and Codicils heretofore made by me. I order and direct my Executor hereinafter named to pay all of my just debts, funeral expenses and expenses involved or connected with the administration of my ~ estate, including all taxes that may be assessed in consequence of my death, as soon after my death as is reasonably possible from the proceeds and assets of my estate prior to any other distributions. However, my Executor need not accelerate and pay those unmatured obligations which, in his, her or its opinion, it might be proper and more advantageous to retain or renew and pay as they become due and payable. If I do not own a burial plot or a grave marker at the time of my death, I authorize my Executor/Executrix, in his, her or its sole discretion, to purchase a burial plot and to erect a suitable grave marker at my grave, and to expend sums from my estate for this purpose. 200 N. Hanover Street Carlisle, PA 17013 GRIFFIE & ASSOCIATES Attorneys At Law 10f7 . ~ ! S _1 . ,,:. '38 N. 'Main Street Chambersburg, ~A 17201 ,. . . SECOND I gIve, devise and bequeath my entire estate of whatsoever nature and wheresoever situate, together with all insurance proceeds thereon, in equal shares to my children, BENNETT H. FELIX, JR., ALLEN L. FELIX, JULIE A. FELIX, CAROL YN I. SHRINER and DIANE L. ADAMS, providing they survive me by sixty (60) days, per stirpes. I direct my Executor/Executrix to divide among such beneficiaries all personal property of a sentimental or family nature (excluding cash, stocks, bonds and the like), including but not limited to jewelry, household goods, antiques, furniture and memorabilia, in accordance with a separate memorandum which I may place with my Will or deposit with my attorney. In the absence of such disposition by memorandum, I direct that the said tangible personal property be divided between my residual beneficiaries with due regard for their personal preferences in as nearly equal shares as practical, with the value of such dispositions being credited to the share of each respective recipient. If the said beneficiaries do not agree to the division of the personal property provided for hereunder, the decision of my Executor/Executrix, including the decision to sell the property at public or private sale and distribute the proceeds therefrom as provided hereinafter, shall be final and conclusive on all parties. THIRD I grant my Executor/Executrix the following powers in addition to and not in limitation of such powers as my Executor/Executrix shall hold by law: (a) To retain all property received including the stock of any corporate fiduciary acting hereunder, provided such property remains productive. 200 N. Hanover Street Carlisle, PA 17013 GRIFFIE & ASSOCIATES Attorneys At Law 20f7 38 N. Main Street Chambersburg, PA 17201 ~ ~ ~ j K , . . . (b) To JOIn In any corporation, partnership, recapitalization, merger, reorganization or voting trust plan; to delegate authority with respect thereto; to deposit investments under agreements and pay assessments; and generally to exercise all rights of investors, including but not limited to, the voting of shares. (c) To manage, operate, repair, improve, mortgage or lease on any terms any real estate held or owned by my estate. ~ ~ '-.; (d) To operate any business that I may own at my death. (e) To invest any funds of my estate in any stocks, bonds, notes or other securities or property, real or personal, without regard to the principle of diversification i or any other statute or general rule of law in his, her or its absolute discretion, it being my intention to give my Executor/Executrix the broadest investment powers possible, providing such investments do not unnecessarily prevent the prompt settlement of my estate. (f) To sell or otherwise dispose of any property, real or personal, tangible or intangible, at any time forming a part of my estate in any manner and on such terms and conditions as my Executor/Executrix shall see fit in his, her or its absolute discretion. (g) To borrow money for the payment of taxes or for any other proper purposes in the administration of my estate, and to mortgage or pledge estate assets as securi ty . (h) To compromise claims without court approval including, but not limited to, any controversies with the United States of America or the Commonwealth of 200 N. Hanover Street Carlisle, PA 17013 GRIFFIE & ASSOCIATES Attorneys At Law 30f7 38 N. Main Street Chambersburg, PA 17201 . . Pennsylvania concerning estate and inheritance taxes on any interests that may pass under this my Last Will and Testament. (i) To distribute in cash or in kind upon any division or distribution of my estate. U) To undertake any and all acts deemed necessary and proper by my Executor/Executrix for the proper, advantageous and prompt management of the settlement of my estate. 1 '\j (k) In general, to exercise all powers in the management of my estate which any individual could exercise in the management of similar property owned in his own right, upon such terms and conditions as to him, her or it may seem best v and to execute and deliver all instruments and to do all acts which he, she or it ~ deems necessary or proper to carry out the purposes of this, my Last Will and Testament. FOURTH No interest of any beneficiary of my estate, either in income or in principal, shall be subject to anticipation or pledge, assignment, sale or transfer in any manner, nor shall any beneficiary have the power in any manner to charge or encumber his interest either in income or principal, nor shall the interest of any beneficiary be liable or subject in any manner while in the possession of my Executor/Executrix for the liability of such beneficiary . FIFTH I nominate, constitute and appoint my son, BENNETT H. FELIX, JR., as Executor of this my Last Will and Testament. In the event my son is deceased, unable or unwilling to serve or shall cease to serve for any reason whatsoever, then I nominate, 200 N. Hanover Street Carlisle, PA 17013 GRIFFIE & ASSOCIATES Attorneys At Law 40f7 38 N. Main Street Chambersburg, PA 17201 . . . . constitute and appoint my daughter, JULIE A. FELIX, as Executrix of this my Last Will and Testament. I direct that my Executor/Executrix shall not be required to give or post bond for the faithful performance of his, her or its duties in this or any other jurisdiction. SIXTH I hereby declare it to be my expressed desire that my Executor/Executrix employ the law firm of Griffie & Associates, of Carlisle, Pennsylvania, for legal advice and assistance regarding this my last Will and Testament, they having considerable knowledge of my affairs, views and wishes respecting any matters that may arise at the probate of this instrument, the administration of my estate, and the execution of the powers herein mentioned. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, consisting of seven (7) typewritten pages, the first four (4) of which bear my signature on the side margin, for purpose of identification, this dO tJ- day of ~t~ , 2002. ,;f~ (! .d~ LAREE C. FELIX (j~ ./ . - - - - "- I . .. .. 200 N. Hanover Street Carlisle, PA 17013 GRIFFIE & ASSOCIATES Attorneys At Law 50f7 38 N. Main Street Chambersburg, PA 17201 . . . . ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA: : SS. COUNTY OF CUMBERLAND I, LAREE C. FELIX, the Testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly, and that I signed it as my free and voluntary act for the purposes therein expressed. ~~ (I. ;)~ LAREE C. FELIX Sworn or affirmed and acknowledged before me by the Testatrix this '~.^ fJ\. . I J, _ ~ day of r/J.U.,U",A..UA. , 2002. "- ~<;ay~duJ~ . Notarial Seal RO~ln J. Goshom, Notary Pubfic CarlIsle ~ro, Cumberland County My CommIssion Expims Apr. 17, 2003 200 N. Hanover Street Carlisle, PA 17013 GRIFFIE & ASSOCIATES Attorneys At Law 60f7 38 N. Main Street Chambersburg, PA 17201 p , .. . . l AFFIDA VIT COMMONWEALTH OF PENNSYLVANIA: : SS. COUNTY OF CUMBERLAND WE, lLa v' l S t:A J ~ hlf1.;\,CU\ and 6) ro-d Ie 1 L c;.", K~ the witnesses whose names are attached to the foregoing document, being duly qualified according to law, do depose and say that we were present and saw the Testatrix sign and execute the instrument as her Last Will and Testament; that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testatrix signed the Last Will and Testament as witnesses and that to the best of our knowledge the Testatrix was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed and subscribed be ore me by J:!t1!r..L.J.IL- //L~'~I~ aridH76-d(~j L (;,.tfl!: this dD:t~ day of L ln~V\, ' 2002. ') C/ ~tU<t:~ /a ~~Z d ,/" . <<- (' .-' -~~.J Notary Publictf c . Notarial Seal Ro~an J. Goshorn, Notary Public Carflsle Bore. CUmberfand County My CommiSSIon Expims Apr. 17, 2003 -,"-Ifl.or_.;=.,..,..,~....,._ 200 N. Hanover Street Carlisle, PA 17013 GRIFFIE & ASSOCIATES Attorneys At Law 70f7 38 N. Main Street Chambersburg, PA 17201