Loading...
HomeMy WebLinkAbout07-20-06 Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of Martha B. Yeung also known as No. 21-- Clt" Li 1-/1 , Deceased Social Security No. 173-09-8505 Carl E. Yeung Petitioner(s), who is/are 18 years of age or older, appl(ies) for: (COMPLETE 'A' or 'B' BELOW) [!] A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the the Decedent, dated 08/09/2000 and codicils dated Executel; named in the last Will of 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) atter a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: I Name Relationship Residence ....-.." I ,- :~ " .' I r. '.--1 '-- ...-_.~ '! - ~! -, (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 325 Wesley Drive, Apt. 3229, Mechanicsburg (list street, number, and municipality) ( ') _..1 Decedent, then 96 years of age, died 07/03/2006 at 325 Wesley Drive, Lower Allen Twp., Mechanicsburg, 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 175,000.00 $ $ $ $ situated as follows: 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 appropnate form to the underSigned: Signature Typed or printed name and residence Carl E. Young 325 Wesley Drive, Apt. 3229 Mechanicsburg, PA 17055 /< GCe Prepared by the Pennsylvania Bar Association Copyright (c) 2004 form so~ware only The Lackner GrouP. Inc. Form RW-1 (1991) Oath of Personal Representative Commonwealth of Pennsylvania 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 representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. ~.,~k_ before me this ~ U _ day of Ua~ <f ~{l~ Carl E. Young ? (j Sworn to or affirmed and subscribed , I: . .)..c 'u-~ , '--"~'<, ~ ' ,- ,\ ! '\;, c' \ "~ _, ,I., < _~. .' . '. . _ c.....~.,~':C~1 Cv\. /\.. ',~ ~bc...v_..i:.\ W..J:. '\.'t ('\ .' F~ Register \ ,,'-.,}..>-!"i\- '~--1: 0, J- ^- ,'~ No. \ 21-- O(.q- Le'-ll Estate of Martha B. Young , Deceased also known as Social Security No: 173-09-8505 Date of Death: 07/03/2006 AND NOW, "-, ,/-l.t.)L"'\'-I~ ,in consideration .~ ',,-- , of the Petition on the everse si e hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters I!l Testamentary 0 of Administration (c.I.a.; d.b.n.c.l.a.; pendente lite; durante absentia; durante minoritate) are hereby granted to Carl E. Young, Executor in the above estate and that the instrument(s) dated 8/9/2000 described in the Petition be admitted to probate and filled of record ~s th~ last Will of D,ec~dent. FEES. '. ~.. \ 1\ ." \ J . ' "'_-\ _' ~" ,,\ ,"~,~ 1- ' Letters...............................-.........$ ~)LQC) . C~ \, "'-- ....\.'. (,,,v .:x""v\'!.l.I, Affidavits ( )..........................$ 1.0. No: 4d~"tWni' 19475 Bogar & Hipp Law Offices One West Main Street ~'--\ Short Certificate(s)...................... $ ..)C) . 0'-:" Renunciation............................... $ Attorney: Extra Pages )......................$ Address: ~...\l,.,,:l......\\............--........$ I 5'.--. LA-::J Shiremanstown, PA 17011 JCP Fee......................................$ \0 dC' Telephone: 717-737-8761 E-Mail: Inventory.......... ..................... -..... $ Other...........................................$ =. .'..:) elL> TOTAL............................ $ 610 <.D 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 Martha B. Young No. 21-- C" '\J C\;,i.\ also known as , Deceased James D. 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 subscribing wiitness(es), James D. Bogar One West Main Street Shiremanstown, PA 17011 (Address) C,,) ~_.~ .. . " ~ (Signature) ) .) Sworn to or affirmed and subscribed (Address) --.J before me this I Ci-H-- Of~~l ' (~OO~ ~cnnu; .7. LUl)Jl1a'1~t.O day (Signature) Notary Public My Commission Expires: (Signature and seal Of r'-lc'tary or other official qualified to administer oaths. Show date of expiration of Notary's commission.) (Address) 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 Copyngnt (c) 2004 form software only The Lackner Group, lnc COMMOffWEAlm OF 191m.. IIOTARIAl SEAl 1IOItN1E t. WIlliAMS, NOTAR'{ PU8UC "'REMANSTOWH BORG., CUMBERlMD CI. MY COMMISSION EXPIRES APRil IS 2001 Form #RW-2 (1991) Register of Wills of Cumberland County OATH OF NON-SUBSCRIBING WITNESS Estate of Martha B. Young No. ~I -6u' lpLf 1 Also known as , Deceased Carl E. Young and Kathryn Younq Carmines (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that they are familiar with the signature of Martha B. Young , testat rixof(one of the subscribing witnesses to) the ~will presented herewith and that theJbelieve/believes the signature on the codicil/will is in the handwriting of Martha B. Young to the best of their knowledge and belief. C)a-~C f Swom. to or affirmed and subscribed Before me this 2- C7Tl day of \~__I<...'~ ,20C')\...0 "'- ,~ \..1~. , ,,' I \..1 ~ ck ~ c ~ "<\.O..~,,''-L~ '- i1/)1 ""-'-' ,'~ Reg/st, e~ C' . \ yQ\. %~ i-u..;::;t Deputy \. f -r'7-t<..!vL . ~ (Name) Carl E. ung ;J 325 Wesley Drive, Apt. 3229 Mechanicsburg, PA 17055 (Address) (!~'Z;'ut:'f2untf;;;:in7; 458 Spruce Road New Cumber1and, PA; 17070 !,.~-) (Address) .. -'t --1 ,}. \ ( \/ ,n ...: ; '. \..' ~1 1 l_', 1 " ~, 1 ,j jJ ii, ,I \ ~ t:,c;\1'.iI"J~ J It 'S ;...., i. ;.~ tr,;<:; tly or ~,_,,#,'" :2 "f',oJ,\ / ~JY]I / /':/ >'~;,l,'/!.~~lZ.,.~'~. - L/...., V' ,""" ( .- ~../ . ~l p 12625362 JlkO 2006 _....1 13 Rev, 01106 JPRINT IN MANENT \CK INK 1 Name of Oecedef11 (First. middle,lasl) COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH STATEFILE NUMBER y" Martha B. Young 7 Date of Birth Morllh,da 173 - 09 - B505 3, 2006 1-4-1910 3. Social Securrty Number 5 Age (Last birthday) 96 Othel o ERlOul alienI [] DOA Nursin Home 9 Was Decedent of Hispanic Origin? :iP No 0 Yes(lfyes,specityCuban. Mexican, Puerto Rican, etc.) o Residence 0 Other-S eO 10 Race: American Indian. Black. White. elc. (Specify) ab. CountyofDealh Cumberland Lower Allen Townshi 11 Decedent's Usual Oce atian Kind of work done durin most 01 workin life; do not state retired 12. Kind 01 Work Kind of Business/Industry I r"cal Beneficial Finance 16 Decedent's Mailing Address (Slreet. cityltown, slale, zip code) 325 Wesley Drive, Apt. 3229 Mechanicsburg, PA 17055 18, Father's Name (Firsl.middle, las1) o Yes Decedent's Actual ResKlence hi hesl radeco leted College (1-4 or S+} 4 14. Mar~al Status: Married. Never fTlarried WKlowed, Divorced {Specify) Married Whi 15 Surviving Spouse (If wife, give ma!den name) 17a. Slate PA Did Decedent Liveina Township? 17c.::II'J Yes, Decedent Lived in Carl E. Youn Lower Allen Twp. 17b. coun~---G1DDhcrland 17d. 0 No, Decedent Lived w~hin Actual Umits of CityiBoro 19. Mother's Name (First. middle, maiden surname) John Wesle Barner 2Oa, Informant's Name (Typelprinl) Nellie Elizabeth Unknown 20b. Informant's Mailing Address (Stree!. cityllown, state, zip code) Carl E. Young 325 Wesley Drive, Apt. 3229, Mechanicsburg, PA 17055 I "'oAf) Inc. I 2tc Place 01 Disposrtion (Name 01 cemetery, crematory or olher place) Cremation Societ of PA 22c. Name and Address of Facilil}\uer Memorial - L 4100 Jonestown J 0 (/-.9 Item 27. Part I: Enter the chain 01 events - diseases, injuries. or complications -that direcHy caLlsed the death. DO NOT enter terminal events such as cardiac arrest respiratory arrest, or ventricular fibrillation wrthout showing the etiology. DO NOT abbreviate. Enter only one cause on a line IMMEDIATE CAUSE (Final disease Of r/l ~....,;' I; ,; ... cond~ion resu~ing in death) -?- a DuetO(Orasaconsequenceo]{. f ~"( _.-r"--/ Sequentially listcondrtions. rlany, ,,(.fC';/ " ;pl V,/"C- ~ {J '"/~/';i/"'-- ~ ~~~~~h~o ~~Dc:~~~;~~c~nu~~e a Due to (or as a consequence 00' (disease or injury thaI initialed the events resuRing in death) LAST. Parlll: Enter ather sianificant cond~ions contrioutina to death, oul not resu~ing in the underlying cause given in Part 1 28 30a, Was an Aulopsy Perlormed? / DYes dNO d 3Ob. Were Autopsy Findings Available Prior to C,ompletfon oICauseofDe~? o Yes UNo 31 Man rofDealh Natural 0 Homicide o Accidenl 0 Pending Investigation o Suicide 0 Could Not Be Determined 32a Date 01 Injury (Month, day, year) 32b, Describe how Inlury Occurred' 29 trF e Nolpregnantwili1inpaslyear o Pregnanlattimeofdealh o Notpregnanl.butpregnantwrthin42days of death o Not pregnant, but pregnant 4.3 days to 1 year before death o Unknownrtpregnantwithinlhepastyeal 32c Place 01 lnjufY: Home. Farm, Street. Factory, Office Building, etc. (Specify) Due to (01 as a consequence 00: fI;/ . I /'/'t,'-/"f(//.... 32d Timeo/lnjury 1f"1 D a ) D 'I L 34. NJ and Mdress of Person Who CofTllleted Cause 01 Death (1Iem 27) TypeIPrmt . idA<< r A. ((to-"'- {~7 .-'k-:?, ~'r- ({"""/L .A-Vh- CA ,~ ::(./( /51 /I"I( 321 32g. Localion(Street,cityltown,stale) 33a.Certifief(checkonlyone) /' Certifying physician (Physician cerlilying cause of death when another physician has pronounced death and completed Item 23) To the best of my knowledge, death occurred due to the cause(s) and manner as stated .................. ., .. ............... pronouncing and certifying physician (physician both pronouncing death and certifying 10 cause 01 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 Medical examiner/coroner <j.l1the basis of examination andlor investigdtion, in my opinion, death occurred at the time, date, and place, and due to the cause(s) and manner as stated """.,,0 Registrar' i atureandDist~~~e.~""" 36. Date Filed (Month,day, year) /'(:' ;:;a-1ca..(~ w-. I ~I 1 4 / I ./ I 7- .. ~.t' c (See instructions and examples on reverse) ~ ".....) '(, 0, ~'y"> ~> ! - ~ >~ ~> -" ~ )' lAST WILL AND TESTAMENT OF ,.',"\ MARTHA B. YOUNG '" '-.J I, MARTHA B. YOUNG, of Lower Allen Township, Cumberland County, Pennsylvania, make, publish and declare th.is as and for my Last will and Testament, hereby revoking all ot.her wills and Codicils heretofore made by me. FIRST: I give and bequeath all of my hClusehold goods, library and all books, personal effects including clothing items, and any vehicle which I may own at the time of my death, to my husband, CARL E. YOUNG, provided that he survives me. SECOND: I devise and bequeath all the residue 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 THE UNITED METHODIST STEWARD- SHIP FOUNDATION OF CENTRAL PENNSYLVANIA of 900 South Arlington Avenue, Harrisburg, Pennsylvania 17109, (hereinaft~er the "Stew- ardship Foundation"), or its legal successor, upon and subject to compliance with the following terms and conditions:: (A) The Stewardship Foundation shall enter into an agreement to pay to my husband, CARL E. YOUNG, an annuity on a monthly basis for and during the term of his life, the amount of said annuity, on an annual basis, to be determined by applying the Stewardship Foundation's standard single life gift annuity rates adopted by the Stewardship Foundation and in effect at the time of my death to the gift made hereunder, said rates to be based upon the age of the annuitant named above at: the time of my death. (B) The Stewardship Foundation shall provide in said agreement, and related documents, that upon the death of my husband, CARL E. YOUNG, the balance of the fund shall be paid to The stewardship Foundation, or its legal successor, to be placed in the Martha B. Young Memorial Fund. Income from the Fund is to be used to maintain the Memorial Garden adjacent t:o the new Alzheimers Unit at Bethany Village Retirement Center, 325 Wesley Drive, Mechanicsburg, Pennsylvania 17055. If, in the jUdgment of the Board of Directors of The Stewardship Foundation, or its legal successor, proper maintenance is not being done or the Memorial Garden ceases to exist, the income shall then be used for children and youth work in the Central Pennsylvania Confer- ence of the United Method Church, or its legal successor. (C) Upon the entering into of an agreement by The Stewardship Foundation containing the conditions set forth hereinabove, my Executor shall have no further duties with respect to the enforcement of said agreement, it being my inten- tion that my Executor may be discharged upon the execution of said agreement. (D) It is my intent in this CLAUSE to make a charita- ble gift to provide an annuity for the person named above. THIRD: Should my husband, CARL E. YOUNG, predecease me or disclaim the charitable gift annuity as set forth in Clause THIRD herein, I make the following disposition of my estate: (A) Except as set forth hereinabove, I give and bequeath all of my household goods, library and all books, " \ \:, personal effects including clothing items, and any vehicle which ",; > I may own at the time of my death, to my step-daughters, MARY ,\ "~- LOIS YOUNG MILLER, MARGARET YOUNG WRAY, RUTH YOUNG MCGUIRE, and ~ KATHRYN YOUNG CARMINES. (B) I devise and bequeath all the rest, the rest, ,-.,<-,~~ '< residue and remainder of my estate of whatever nature and wher- ever situate, including any property over which I hold power of appointment and together with any insurance polici'es thereon, to THE UNITED METHODIST STEWARDSHIP FOUNDATION OF CENTRAL PENNSYL- .~ '''-.'-: '~ '''''-! VANIA, or its legal successor, to be placed in the Martha B. Young Memorial Fund. I direct that income from the Martha B. Young Memorial Fund is to be used to maintain the Memorial Garden adjacent to the new Alzheimers Unit at Bethany Village Retirement Center, 325 Wesley Drive, Mechanicsburg, Pennsylvania 17055. If, .- <~ .~ '~ " -' 2 .-' " ',,- \..; ~... ~ -"':-"1 .'" :~ r \.-.....; <s ~ in the judgment of the Board of Directors of The Stewardship Foundation, or its legal successor, proper maintenance is not being done or the Memorial Garden ceases to exist, the income shall then be used for children and youth work in the Central Pennsylvania Conference of the United Method Church, or its legal successor. .~ ,"-' '" -~, 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 proper- ty, 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 give 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 3 " \.J ~\, "'-.; . \ "'i i '" .."J " "< ~ ,~ ~ '..I limited to, personal income, gift and estate or inheritance tax laws. '.,\ ....... ','<0. \~ (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 \o.l'ill, and for investment purposes. (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, transfer, 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 my husband, CARL E. YOUNG, 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 CARL E. YOUNG, I nominate and appoint KATHRYN YOUNG CARMINES, Executrix of this, my Last will and Testament. In the further event of the death, resignation or inability to serve for any reason whatsoever of th.e said CARL E. YOUNG and KATHRYN YOUNG CARMINES, I nominate and appoint MARY 4 LOIS YOUNG MILLER, Executrix, of this, my Last will and Testa- ment. I direct that my Executor or Executrix, as the case may be, and their successors, shall not be required to post security or a bond for the performance of their duties in any jurisdic- tion. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last will and Testament, this (7 !ii day of /;: . .' " 2000. ( .{{l:,//f'{ ,[..t.. .-- .~' / / /::/'/rL rl!e!'. lei MARTHA B. YOUNG / I (/ ('cCUI 'f I (Ii' , , (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 //"'-')1( - -kt.v;J. J::- { ( -" . ,,' ~' ~)fi {' .~;& ,~ , ' It oJ ,0 j', -,/ - }1~ifJ Address 5