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HomeMy WebLinkAbout08-10-06 . Register of Wills of Cumberland County PETITION FOR PROBATE and GRANT OF LETTERS c?l.r C)to ~ 1/~ Estate of M. Lorraine Swartz also known as MarQuerite L. Swartz and Marguerite Lorraine Swartz No. To: Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania , Deceased. Social Security No. 206-16-4821 The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older, and the execut rix named in the last wi11 of the above decedent, dated December 13 ,20 01 and codicil(s) dated N/A (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decedent was domiciled at death in Cumberland Pennsylvania, with h~]ast family or principal residence at Church of God Home, 801 N. Hanover Street, Carlisle, Pennsylvania 17013 (list street, number and municipality) C "'.' ounty, :==; ..._-\ C) Decedent, then ~ years of age, died July 24 , 20~, at Carlisle, Pennsylvania Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted aftf':r execution of the will offered for probate; was not the victim of a ki11ing and was never adjudicated incompetent: 1'0 ~ Decedent 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: -r::- c..v 1,000.00 $ $ $ $ WHEREFORE, 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.t.a.; administration d.b.n.c.t.a.) thereon. ~ t~) ofPctitiono~') Residence(s) of Petitioner(s) 345 E. Butter Road, York, PA 17404 ,,::;-.., .7::1 ii, C) ~"", ',"~...-I --. ::c:' \,:) ~--iC: ~ ., Register of Wills of Cumberland County OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYL VANIA } 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 ofpetitioner(s) and that as personal representative(s) of the above d""odonl potiliono<(,) will won and truly _;ni"", the "tate ""onling to I~ Sworn to or affirmed and~. SCribed. { ~ \) Before me this ~6 ~ day of ( {AS , 20 a ' L--~I J~{i~~btL/Ir0 n#L~ Reg ter h :J;tJ:!? 1ft :1' NO..f2J ~(j;.-1/0 CIl liQ' ::l ., 2 .... " ,...... ~ Estate of M. Lorraine Swartz , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW ~~+- to 20~ in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s), dated December 13,2001 , described therein be admitted to probate filed of record as the last will of M. Lorraine Swartz ; and Letters are hereby granted to Judith M. Kaufman FEES Probate, Letters, Etc. ............. $ Will ................................. $ Renunciation....................... $ Short Certificates (8) ............ $ J CP .. .. .. . .. .. .. . . .. .. .. .. .. . .. . .. . .. $ Automation Fee................... $ Bond....... . .. . . . .. .. . ........ .. . .... $ Total $ G jJAJ~/JI;di ^-- ~~~~ ~fi J 20.00 15.00 Attorney (Sup. C. .D. No.) 940 Century Drive, Suite B Mechanicsburg, PA 17055-4376 Address 32.00 10.00 5.00 82.00 717-766-7702 Filed 20_ Phone k-i .~ ""'-l (J~ ~ " ."..:> ~ ~-> .\~ :~ ~~ " II .. WILL OF ':~-) MARGUERITE LORRAINE SWARTZ . , '..j C~J I, MARGUERITE LORRAINE SWARTZ, also known as M. LORRAINE SWARTZ, of Lower 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 all my just debts and funeral expenses, including my gravemarker and all expenses of my last illness, and any and all taxes and assessments imposed by any governmental body as a result of my death, whether on property passing under this will or otherwise, shall be paid from my residuary estate as soon as practicable after my decease as a part of the expense of the administration of my estate. ~ ITEM II. I give, devise, and bequeath all of my possessions and estate of every '::>- ' ')- nature and wherever situate as follows: A. Twenty-five (25%) percent thereof to my son, ROBERT E. SWARTZ, provided he survive my death by sixty (60) days and, in the event that he does not so survive my death, to the other persons taking under this Item II of this my last will, in equal shares; B. Twenty-five (25%) percent thereof to my daughter, JUDITH M. KAUFMAN, provided she survive my death by sixty (60) days and, in the ~ event that she does not so survive my death, to the other persons taking under this Item /I of this my last will, in equal shares; C. Twenty-five (25%) percent thereof to my grandson, WENDEL R.H. SWARTZ, provided he survive my death by sixty (60) days and, in the event that he does not so survive my death, to the other persons taking under this Item II of this my last will, in equal shares; and Page 1 of 4 II .. D. Twenty-five (25%) percent thereof to my grandson, JAMES R. CAMPBELL, provided he survive my death by sixty (60) days and, in the event that he does not so survive my death, to the other persons taking under this Item II of this my last will, in equal shares. ITEM III. I appoint my daughter, JUDITH M. KAUFMAN, executrix of this my last will. Should my said daughter predecease me or otherwise fail to qualify or cease to serve as executrix of this my last will, I appoint my grandson, JAMES R. CAMPBELL, executor of this my last will. ITEM IV. All of the interests of the beneficiaries hereunder shall not be subject to anticipation or to voluntary or involuntary alienation nor shall they be subject to any execution or attachment. ITEM V. In addition to the other powers and authorities granted to my personal representative by Pennsylvania Law and by the other terms and provisions of this will, I hereby give to my personal representative the following powers and authorities effective without court approval and until actual distribution of all property: to compromise any claim or controversy; to make distribution in cash or in kind, or partly in cash and partly in kind, and in such manner as my personal representative may determine and at valuations finally o be fixed by them; to invest in all forms of property, including any stock or other securities in any corporate fiduciary or its successor without restriction to investments authorized for Pennsylvania fiduciaries, as my personal representative deems proper, without regard to any principle of risk or diversification; to retain any or all assets of my estate, real or personal, without regard to any principle of risk or diversification; to sell at public or private sale, to exchange, 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 or conditions as my personal representative deems proper; and to allocate receipts Page 2 of 4 II !- .tIIi and expenses to principal or income or partly to each as my personal representatives deem proper in their sole discretion. ITEM VI. I direct that my personal representatives and fiduciaries shall not be required to give bond for the faithful performance of their duties in any ~Sdiction. IN WITNESS WHEREOF, I have hereunto set my hand this J 3. day of 0~~-e.V- ,2001. ~lj~ ERITE LORRAINE SWARTZ The preceding instrument, consisting of this and two other typewritten pages, each identified by the signature of the testatrix was on the date thereof signed, published, and declared by MARGUERITE LORRAINE SWARTZ, the testatrix therein named, as and for her last will, 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 hereto. ~~ ~. 7-fD/lk; /lI) Amy H klns Page 3 of 4 II - COMMONWEALTH OF PENNSYLVANIA ) ( SS.: ) COUNTY OF CUMBERLAND The undersigned, being the testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, does hereby acknowledge that I signed and executed the foregoing instrument as my last will, that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledged before me by the testatrix named above this \ 3-t+-. day of 0 ecer'\Aber , 2001. ~ NOTARIAL SEAL LEMOYN~Rg~kb~.DCU~~~~riN~B~W MY COMMISSION EXPIRES AUG. 17 2004 COMMONWEALTH OF PENNSYLVANIA ) ( SS.: ) COUNTY OF CUMBERLAND WE, SAMUEL L. ANDES and AMY HARKINS, the witnesses whose names are signed to the attached or foregoing instrument, 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; that she signed it willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the testatrix signed the will as witnesses; and that to the best of our knowledge, the testator was at that time 18 or more years of age, of sound mind, and under no constraint or undue influence. ~~ ~~ el . Andes . Sworn or affirmed to and acknowledged before me this /3+-"- day of [)t'ceMbt'r, 2001. II I 1'401 ARIAL SEAL BUC HRENFElO. NOTAE~l:~o CO. lEMO'lNE BONROE'Xg~~~ AUG. 17 2004 MY COMMlSSIO Page 4 of 4