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HomeMy WebLinkAbout07-11-06 PETITION FOR PROBATE and GRANT OF LETTERS Estate o( RUTH L. ANDERSON No.) I " C I.t l' L: '/ t also known as To: Deceased Social Securitv No. 327 1 ~tttri' .J -7(.' (' -5 /..L ~q 1 Register of Wills for the County of CUMBERLAND in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older and the execut OR in the last will of the above decedent, dated OCTOBER 30. 2001 and codicil(s) dated JANUARY 31.2003 named (state relevant circumstances. e.g. renunciation. death of executor, etc.) Decedent was domiciled at death in UPPER ALLEN. CUMBERLAND County, Pennsylvania, with h ER last family or principal residence at 729 OAK OVAL. MECHANICSBURG. CUMBERLAND COUNTY. PENNSYLVANIA (list street, number and municipality) Decedent, then 92 years of age, died 6/28/2006 at 729 OAK OVAL. UPPER ALLEN TWP.. MECHANICSBURG. 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: NONE Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (I f not domiciled in Pa.) Personal property in Pennsylvania (I l' not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: $ $ $ $ 1.000.000.00 0.00 0.00 0.00 WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the ra! of letters TESTAMENTARY thereon. (testamentary; administration c.l.a.. administr<ltion d.b.n.c.ta.) 414 BRIDGE STREET NEW CUMBERLAND PA 17070 v; C; ;e S; '"j ~~ ;:~ (jc... :: '........ - ~ ;:; ~J 'J:' I. OA TH OF PERSONAL REPRESENT A TIVE C.OMMON\VEAL TH OF PENNSYL VANIA} ss COUNTY OF CUMBERLAND Sworn to or affirmed and subscribed befQfe me this I \ '\'-' day of "~.. i. ~, ~:~~~~ -,', l\:'~ I ~,~;' ~ ~;iV'\ 11 ~.,.,j f' ',1- \, \ ',t Register ' j . GI.C;.....t The pctitioner(s) above-named swear(s) or affirm(s) that the statements in e foregoing petition arc true and correct to the best of the knowledge and belief of . i s) d th t as personal represen- tative(s) of the above deeedent petitioner(s) will well an . t r t state according to law. { ~ C,.r;, 0> " ~ 'J .'\" . '1" No. 0'\ - G li.,- to '7)l J Estate of RUTH L. ANDERSON , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW , in consideration of the petition on the reverse sidc hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated OCTOBER 30.2001 and JANUARY 31. 2003 described therein be admitted to probate and filed of record as the last will of RUTH L. ANDERSON and Letters TESTAMENTARY are hereby granted to DAVID H. STONE Probate, Letters, Etc.. . . . . . . . $ Short Certificates ( \ -:;) . . . . . . $ .. '\ \\\('.A ,\ R~.\'I..J.\. . .1-L....'.lu. . $ ~,~.fj;W $ TOTAL _ $ 'obt')N) lJ"fj ,yj 36 cc . - "J' 1 :;. . ".' \" ltcS .cO ~\\O~:"::~:;::E #39785 FEES ATTORNEY (Sup. CL J.D. No) 414 BRIDGE STREET NEW CUMBERLAND ADDRESS PA 17070 Filed. . . . . . . . 717-774-7435 PHONE OATH OF SUBSCRIBING WITNESS Estate of RUTH L. ANDERSON No. )I-l~'-((.i) L also known as , Deceased DAVID H. STONE ~ (each) a subscribing witness to thelZl codicil(s) Iz;I will(s) presented herewith, (each) 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 the Testator(rix) in her/his/ eir presence anfl) in the presence of each other IZI in the presence of the other sub es). ~-- ~._~ DAVID H. STONE ') 414 BRIDGE STREET, NEW CUMBERLAND (Address) PA 17070 (Signature) (Address) Sworn to or affirmed and subscribed \O'+<^ day of f" COMMONWEAlTH OF PENNSYLVANIA NOTARIAL SEAL KATHLEEN KEIM, Notary Public New Cumberland Bora. Cumberland Co. My Commission Expires Dec. 5, 2006 (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. RW-2 Register of Wills of Cumberland County OATH OF NON-SUBSCRIBING WITNESS Estate of /? Vi -IA. L. 4 1//!P t'~S c~ No. J (- 0&)/ t~'i C Also known as , Deceased 6-tfC{ lil J', ~Sk II' te~/s~1 (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that /W l.s familiar with the signature of ;(!c/[, '11- /. r1iV/:6:r:J{K , testat (/' Y of (one of the subscribing witnesses to) the codicil/will presented herewith and that h..e- believelbelieves the signature on the codicil/will is in the handwriting of ft!-c.-<. ft. ), A J;.sc~ to the best of /1/ 5- knowledge and belief. Sworn to or affirmed and subscribed -) f/"- Before ~,/ this, 1.;- m~f . "v C '} 20 ," f '[, . ./ , ,J t.'ll. ~- Ji ", 1 0~^j{i ~ '.1{II-( ", :1,( r,,)' ~ Register Ct '-',' ~' ! J",' (, fIiJ/{{). 1L j/] Dep\Ity - I I ,. ~#dW;e; V'lanlc; ) flV' ;j/ /~/ J7 ~:e-L~'- t:~1--'fid r'-C{~ 1/1- d I (A dress) / 7c:' /0 (Name) (Address) 1: ',~j- : \.,\..-,; 'NARNING" it 'S to :ate thl GC,py [)hotostat or p 1 2 6 2 519 0 J U L 0 5 2006 t2wn.-;1; ?;:~7 3 Rev 01106 {PRINT IN MANENT \CK INK 1 Nameo/Decedenl (First middle.lasll COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH STATE FILE NUMBER No", 12 Iii I, Cincinnati, Ohio ad FacililyName(lfnolinslitution,grveslreelandnumber) 3. Social Security Number 4 Dale of Dealh (Monlh. day. year) o ERlOut alient 9 June 28, 2006 Ruth L. Anderson 327 - 10 7. Dale 01 Birth Month. da ear 8 Birth lace c: white j Cumberland Upper Allen Twp. 729 Oak Oval 'Residence 0 Other-S .tv. 10 Race: American Indian. Siack. 'Nh~e. ele (SpedM 11 Decedent's Usual Occu alion Kind of work done durin most of workin lite; do nol state retired Kind of Work Kind of Business/Industry Homemaker Domestic 16 Decedent's Mailing Address (Slreet. cltyllown. slale. zip code) 729 Oak Oval Mechanicsburg, PA 17055 DYes Decedent's Actual Residence 13. Decedent's Education S eci ElementarzeCOndary(0-12) hi hest radeco leted COlle4e (1--4 or 5+) Pennsylvani?~_ ~~e~:~edent Townshil? 14 Marital Slatus: Married, Never married Widowed. Divorced (SpecifY! widowed 15. Surviving Spouse (If wife. grve maiden name) 170, County Cumberland 17e.'~ Yes. Decedent Lived in 17d 0 No. Decedent Lrved within ktualLimitsof Upper All~~__ Twp 17a. Slate _City/Bora 18 Fathe/'s Name (First. middle, last) 19. Mother's Name (First. middle. maiden surname) Benjamin Lewe 20a Informant's Name (Type/print) Louise Cecelia Heinecke 2Gb. Informant's Mailing .Address (Street. cityllown, slale, zip code) Richard C. Anderson 120 Ramblewood Drive, #RR2, Etters, PA 17319 21c. Place of Dispos~ion (Name of cemetery, crematory or other place) 21d. Location (City"own. slate. zip code) o Removal from Slale o Donation L Evans Crematory Scheafferstown, PA 17088 22c Name,"dAdd'''''oIFacd~ Parthemore FH & CS, Inc. P.O. Box 431, New Cumberland, PA 17070-0431 23b. License Number 23c. Date Signed (Month. day. year) Items 24.26 musl be completed by person . who pronounces dealh 24 Time 01 Death "IS:; AM 25. Date Ptonoul'ICed Dead (Month, day, year) . G~~IW 26. W~\~~~fetred to a Medical Examiner/Coroner? 1;it 18c.o No : Approximale interval Part 1\: Enler other sianifieant cond~ions contributina 10 death, 28 Did Tobacco Use Contribute 10 Death? : onset 10 death bul not resuMing in the underrying cause gwen in Part I 0 Yes 0 Probably o No 0 Unknown CAUSE OF DEATH (See instructions and examples) II em 27, Part I: Enter the chain of eveflts - diseases, Injuries. or complications -that directly caused the dealh. DO NOT enter terminal events such as cardtilc arrest, respiralory arrest. or ventricular fibrillation w~hout showing lhe et ogy. 0 NOT abbreviate Enter only one cause on a line Tb(<<lf'I1.l3<.JQ!~___ _____ IMMEDIATE CAUSE (Final disease or condition resuNing in death) ----.:7 a DYes 0 No 3Ob. Were Autopsy Findings Available Prior to Completion of Cause of Death? DYes 0 No 3\ Manner of Death 32a. Dale of Injury (Monlh,daY.year) 32b. Describe how Injury Occurred 29. If Female o Not pregnant within past year o Pregnantaltimeofdeath o Nolpregnanl.bulpregnanlv,ithin42days ofdealh o Nol pregnant but pregnant 43 days to 1 year before death o Unknown if pregnant within the past yeal 32c. Place of Injury: Home. Farm. Street. Factory. Office Building, etc. (Specify) Sequentially hst conditions, ilany. n leadinglothecauselisledonLinea - Enler the UNDERLYING CAUSE .. (disease or injury that initialed lhe ~ events resulting in death) LAST Due 10 (or as a consequence 00 o kcident 0 Pendinglnvestigalion o Suicide 0 Could Not Be Determined 32d. Time of Injury 321 32g. Location (Street, crtyl1own. stale) 30a, Was an Autopsy Performed? o Nalu/at o Homicide 3Ja. Certifier (check only one) Certifying physician (Physician certilying cause of death when anolher physician has pronounced death and completed Item 23) To the best of my knowledge, death occurre1:l due to the eause(s) and manner as stated ....m Pronouncing and certifying physician (Physician bolh pronouncing death and certifying to cause of death) To the best of my knowledge, death occurred at the time, date, and place, and due to the cause(s) and manner as stated ...._.............._..._..0 33d. Dale Signed (Monlh. day. year) M J"'11 4 (;/" Medical examiner/coroner On the basis of examination and/or investigation. in my opinion, death occurred at the time, dale, and place, and due to the cause(s) and manner as stated mm..O 34. Name and Address of Person Who Completed Cause of Death (lIem 27) TypeIPrint Dale Filed (Moolh. day. yea,) "'I:{r., ,1. FhckiY1CU1 6" '.200 C !tB UWH"d S;r-ee;r LsiY1C> 'lIe. P4 )7()-f?\ (See instructions and examples on reverse) .mmm...hmm......h.m............mh....m_mmmnO 1..2 1 / 1eJ. 1 / (' I j I I \.' (, {! I { ep\wills\anderson.rl\10-01 LAST WILL AND TESTAMENT OF RUTH L. ANDERSON I, RUTH L. ANDERSON, of Upper Allen Township, Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. ITEM I: I direct that my Executor hereinafter named shall pay all my just debts and funeral expenses as soon as conveniently may be done after my decease. ITEM II: I bequeath my automobiles, household and personal effects and other tangible personalty of like nature (not including cash or securities) together with any existing insurance thereon to my son, RICHARD C. ANDERSON. ITEM III: I make the following specific bequests to the follow- lng beneficiaries who survive me: A. $5,000.00 to my son, RICHARD C. ANDERSON. B. $1,000.00 to MRS. DIANNE KLUZ, 5862 Pathfinder Road, Rockford, IL 61109. C. $1,000.00 to MRS. CARLA NEUMAN, 757 South Third Street DeKalb, IL 60115. Page 1 of 7 { D. $1,000.00 to MRS. BARBARA DIENST, 2610 South Route 23, DeKalb, IL 60115. E. $1,000.00 to MISS DONNA PEARSON, 3514 Airport Road, Sycamore, IL 60178. F. $2,000.00 to MRS. SUSAN A. HUNGERFORD, 1015 Kenfords Drive, Lewisville, NC 27023. G. $1,000.00 to MRS. EMILY BADER, 8209 San Augustine Lane, Germantown, TN 38138. H. $1,000.00 to MRS. CATHY SCHAD, 6766 Chestnut Street, Cincinnati, OH 45227. I. $1,000.00 to MRS. CHERYL McCLAIN, 2890 Colonial Ridge Court, Cincinnati, OH 45236. J. $5,000.00 to MR. BERNARD W. LINDEMAN, 4951 Kugler Mill Road, Cincinnati, OH 45236. K. $5,000.00 to MR. WILLIAM A. LINDEMAN, 2890 Colonial Ridge Court, Cincinnati, OH 45212. L. $10,000.00 to MISS MARY E. BULLOCK, 420 South Street, Geneva, IL 60134. M. $10,000.00 to MISS ESTHER V. BULLOCK, 420 South Street, Geneva, IL 60134. Page 2 of 7 N. $1,000.00 to MR. CLARENCE PEARSON, 3514 Airport Road, Sycamore, IL 60178. O. $1,000.00 to MR. GUNNARD PEARSON, 316 Garden Court, Sycamore, IL 60178. ITEM IV: I devise and bequeath all of the residue of my estate of every nature and wherever situate, to the Trustee hereinafter named, IN TRUST, for the following uses and purposes: A. To pay the net income therefrom to my son, RICHARD C. ANDERSON, for and during his lifetime in such periodic installments as Trustee shall find convenient, but at least as often as quarter- annually. B. As much of the principal of this Trust as Trustee, In its sole discretion, may from time to time think advisable for the support of my son to maintain him in the station of life to which he is accustomed at my death, shall be either paid to him or else applied directly for his benefit by Trustee after taking into account his other readily available assets and sources of income. C. Trustee may apply the net income of this Trust for the support of my son, RICHARD C. ANDERSON, should he by reason of age, Page 3 of 7 illness or any other cause, in the oplnlon of Trustee, be incapable of disbursing it. ITEM V: Upon the death of my son, RICHARD C. ANDERSON, or upon my death should my son predecease me, the Trustee shall distribute the balance of the principal and any accumulated and undistributed income as follows: A. One-third thereof to the BAUGHMAN MEMORIAL UNITED METHODIST CHURCH, Third and Bridge Streets, New Cumberland, PA. B. One-third thereof to the UNITED CHURCH OF CHRIST, Sherwood Lane, Norwood, OH. C. One-third thereof to the METHODIST CHURCH OF GENEVA, Geneva, IL. ITEM VI: The interests of the beneficiaries hereunder shall not be subject to anticipation or to voluntary or involuntary alienation. ITEM VII: Trustee shall have the following powers in addition to those vested in it by law and by other provisions of this trust, applicable to all property, principal and income, including property held for minors, exercisable without court approval, and effective until actual distribution of all property: Page 4 of 7 ITEM VIII: The Executor and Corporate Trustee shall receive compensation for the performance of their functions hereunder in accordance with their standard schedule of fees in effect from time to time during the period over which its services are performed. ITEM IX: I appoint FINANCIAL TRUST SERVICES COMPANY Trustee of any trust created under this my Last Will and Testament. ITEM X: I appoint DAVID H. STONE, Executor of this my last will. ITEM XI: Upon the written request of RICHARD C. ANDERSON, the Trustee shall promptly resign; provided that RICHARD C. ANDERSON has appointed a corporation as a successor Trustee that is organized under the laws of the United States or any state thereof, and is possessed of Trust powers. ITEM XII: I direct that my Executor and Trustee or their succes- sors shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I, RUTH L. ANDERSON, have hereunto set my /,,'1l d f ~, ay 0 ""'\~. \. j,' .~)..2 ,,- , 2001. hand and seal this .~ ( J. c /' / I . i L4...x.,L. .~ . i:.:-L.M..-C4-~Y1-/ RUTH L. ANDERSON Page 6 of 7 SIGNED, SEALED, PUBLISHED and DECLARED by RUTH L. ANDERSON, the Testatrix above named, as and for her Last Will and Testament, and In the presence of us, who at her request, In her presence and in the presence of each other, have subscribed our names as witnesses. i , ;i . \ . 1;--_. , f1.~tn~92" Ii ,-"- /1 il?, ft. -L!I-.~D~ C j .L~? (k-. '-...... , Address ) (1' , j 11~) Address / I !..R" If:!/"I G'0 \'Y'" lJL. (C~.: _ f-f- .,i (' Page 7 of 7 \~~DE?SONrcth~cod CODICIL TO THE LAST WILL AND TESTAMENT OF RUTH L. ANDERSON I, RUTH L. ANDERSON, of Upper Allen Township, Cumberland County, and Commonwealth of Pennsylvania, declare this to be the Sole Codicil to my Last Will and Testament dated October 30, 2001. ITEM I: I hereby revoke Item III.K. of my Last Will and Testa- ment and in its place there shall be a new Item III.K. which shall provide as follows: "$5,000.00 to EVALYN LINDEMAN, 2890 Colonial Ridge Court, Cincinnati, OH 45212." ITEM II: In all other respects I hereby ratify, confirm and republish my Last Will and Testament dated October 30, 2001, together with this my sole codicil. IN WITNESS WHEREOF, I have hereunto set my hand and seal this .:/,_1 day of / .1< . it.; "'''::}_ ..' , 2003. I; ,,., .-1. ~~) , 'L.'-'-::[.I.../:'::" . L.I '"-./W-4.,;'><--- RUTH L. ANDERSON Page 1 of 2 ...., L L" ,. ,.