HomeMy WebLinkAbout08-14-06
Estate of
also known as
ROBERT LEE JACOBS
PETITION FOR PROBATE and GRANT OF LETTERS
~I-O lo~ O~f1
Register of Wills for the
County of Cumberland in the
Commonwealth of Pennsylvania
No.
To:
Deceased.
Social Security No. 183-12-2872
The petition of the undersigned respectfully represents that:
Your petitioners is are 18 years of age or older and the Executrices named in the last will of the
above decedent, dated August 17, 1998, and codicil(s) dated May 14,2002.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or
principal residence at 3620 Logan Court, Apt. 2C, Hampden Township.
Decedent, then 95 years of age, died August 11, 2006, at Holy Spirit Hospital, Camp Hill,
Pennsylvania.
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:
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: Hampden Township, Cumberland County
$/, Sc$) .0-00. u:>
$' .
$
$ (1; cW . c))
$ ,
WHEREFORE, petitioner respectfully requests the probate ofthe last will and codicil( s) presented
herewith and the grant of letters testamentary thereon.
,L
/inn!. com~ ~
3259 Youngs Road
Southern Pines, NC 28387
(910) 692-4441
OATH OF PERSONAL REPRESENTATIVE
COMMONWEAL TH OF PENNSYL VANIA )
: SS.
COUNTY OF CUMBERLAND )
The petitioners above-named swear or affirm that the statements in the foregoing petition are true
and correct to the best of the knowledge and belief of petitioners and that as personal representative of the
above decedent, petitioners will well and truly administer the estate according to law.
No. c2 1- () ~ - 0 1(7'
Estate of Robert Lee Jacobs, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW, 0::J: / if I L.fYD (, ,in consideration of the petition on the reverse side
hereof, satisfactory proof havi g been presented before me,
IT IS DECREED that the instruments dated August 17, 1998, and May 14,2002 described therein be
admitted to probate and filed of record as the last will of Robert Lee Jacobs and Letters Testamentary are
Will Book #
Page
hereby granted to Elizabeth J. .~ and Ann J. Compton.
J(An/~~D,)
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Ivo V. Otto III, Esquire (27763)
AITORNEY (Sup. Ct. J.D. No.)
MARTSON DEARDORFF WILLIAMS & OTTO
10 East High Street
Carlisle, P A 17013
(717) 243-3341
FEES
Probate, Letters, Etc.
Short Certificates( )
ReBtllisiation \ ~ ~ \
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~ vP(frifl) T~
$ q (gD
$ Ol~
$ 1 ~.
$ I~-
$ I l.
Filed
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F:\FlLES\DA T AFILE\EST ATES\3043. l.petitionJtr
}J 38d:J CJGjO~):~J
5.805 REV 1/05
This is to certify that the information here given is correctly copied from an original ce~ificate of death dul7. filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records OffIce for permanent fIlmg.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
No.
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Local Registrar
Fee for this certificate, $6.00
p
12726725
AUG 1 1 2006
Date
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COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
Hl05.1.a REV. 0212006
TYI'E I PRINT IN
PERMANENT
aACI< INK
1. Naneol~IFiI1t,_,llIstlUlfix)
Robert Lee Jacobs
5. Ago(LaolIlirtoday)
6.0lfeolllltth_,
95
12/17/1910 Carlisle, PA
811. Fsc:ilIyN......(lfnotinslill;lion,giwt._andllllllborl
81>. C<mly 01 Oealh
\. Cumber land
11. _rsU,,"ol "","101"""'; life OOno......relillld.
t<indolWorI< t<indof_llndus~
Lawyer/Judge Legal
. 16. 00c:8denI'. MlIiling Add.... {S_, ciy 1_, slale,zipaxle)
3520 Logan Court
Hill, PA 17011
18. F-. N.... (Fwst _.Iast, suffix)
T. Ralph Jacobs
200. _sNane (TypelPrilI)
Elizabeth Jamieson
21..MeIhodolOisposilial
o Burial 0 _aI from Slate
o O\tler . Spody:
22.. SignaIure of F
17b,CooI1ly
PA
Cumberland
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WiIlowed, Oivm:ed (SpoejfyJ
Widowed
Oid _I
Liwt in . 17e. 0 y... Oecedonl Li'IId in
T"""s"p? 17d. ia :....~~ - Caron Hill
Twp.
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City/Boro
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19. Modle(.N.....(Fnl,m_,__1
Alma Lee
lOb. infoolla1t'sMaillog_(S_.cltyl-',slale,zipaxle)
252 S. Colle St., Carlisle, PA 17013
21e. PlaceofllispooftionlNomeolcamete<y.CIWIIl8lOIl'or_place} 21d lDcaIion(Cityl_.IIaIe,zipaxle)
Services
Leola PA
. .
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physician is not"'-lII time 01_ 10
cerlifyClllSeoldelllt1.
..... 2...26 must be """li<t8d by penon
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Carlisle
2.. Time of Oeatfl
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28. Oid ToblIca> Use Ca>IribIJIIlIo Oealh?
o Yes 0 Probably
~ Unlulown
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o NoI pregnant _ past yur
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o Yes 0 No 0 _I 0 Pending "-'igalion 32d. Time oIlrjUly
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CertIIyIng phyolclan ~ COItIfying cue 01 dealh wilen anolI1er physician has pIllI1OUf1ClIcl_ and ~... 23)
Toaw_oImyknowtedgo.___.......aw...oa(.).nd __..~_____ _ _ _ _ _ __ _ _ _ _ _ __ _ _ _ __ _ _ _ _ _ _ _ __
-.clng and certtIylng ~ IPI1ysidan boll1 pIOI1OUf1dng _ and eetI1IyIng IoClllSe 01_)
To 1M _ 01 my t............ -. ClCWIIWd alll10 limo, _. and ......nd duo.. tho cauoa(.) and man_ os Il8Il<L _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ ..0
= ~ ~ and I Of "'-lfgallon. 10 my opinion, _ occurred at ll10 limo. _. and pIaca, .nd due.. "" cauoa(e) and -- a.1laIf<I. _ ..0
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F:\FILES\DA T AFILE\ WILLS\3043-H. WIL
LAST WILL AND TESTAMENT
I, ROBERT LEE JACOBS, of Hampden Township, Cumberland County,
Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and
declare this to be my Last Will and Testament, hereby revoking any and all former Wills or
Codicils by me made.
1.
I direct that all my legally enforceable debts, funeral expenses, testamentary expenses
and all inheritance taxes (whether such taxes may be payable by my estate or by any recipient
of any property) shall be paid from my residuary estate as soon as practicable after my
decease and as part of the administration of my estate. My personal representative(s) shall
have no duty or obligation to obtain reimbursement for any such tax so paid, even though on
proceeds of insurance or other property not passing under this Will. It is my intention to
have all legacies or bequests pass free of tax.
2.
I give the sum of Five Thousand Dollars ($5,000.00) unto each of my grandchildren:
ANN BLAINE HOLLAND, JAMES GROVER HOLLAND IV, WENDELL JOHN
JAMIESON and ELIZABETH JAMIESON GALLAGHER.
.3.
I give the sum of FIFTY THOUSAND DOLLARS ($50,000.00) unto my dear friend,
BETTY PAGE HAFER.
,4.
I give my Certificate of Membership in the Country Club of North Carolina, t(j>gether
with any and all benefits accruing thereto, to my daughter, ANN J. COMPTON.
5.
. ~ give, devise and bequeath all the rest, residue and remainder of my estate, both real
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t'l ('1",
I ...JjI1 ern:
, "Vvc-
Page 1 of 4 Pages
;.~!!j:lCl_ CjOdG~Gd
and personal property, in equal shares, unto my daughters, ELIZABETH J. BOYLE and
ANN J. COMPTON, absolutely; provided, however, that my daughter, ANN J. COMP110N,
shall have the right to take my real estate in Moore County, Southern Pines, North Carolina,
in kind, as part of her residuary share in my estate. If my said daughter should so choose, it
shall be taken at its value as appraised for Federal Estate Tax purposes, less the sum of
Twenty Thousand Dollars ($20,000.00).
6.
I nominate, constitute and appoint my daughters, ELIZABETH 1. JAMIESON and
ANN J. COMPTON, or the survivor of them, as Executrices of my estate. In the event that
both of my said daughters are unwilling or unable to serve in such capacity, then I appoint
WILLIAM F. MAR TSON as Executor of my estate.
7.
I direct that my Executrices ( or) shall not be required to file a bond to secute the
faithful performance of their duties in any jurisdiction.
8.
I authorize and empower my Executrices( or), in their sole and absolute discretion, to
purchase or otherwise acquire and retain any investments of which I die seized or any real
or personal property of any nature; to sell, lease, pledge, mortgage, transfer, exchange,
dispose of or grant options in regard to any or all property of any kind forming a part of my
estate for such terms and such prices as they may deem advisable; to borrow money for any
purposes connected with the protection and preservation of my estate; to mortgage or pledge
any real or personal property forming a part of my estate or to join in or secure the partition
of same; to compromise any claims or demands of my estate against others or of others
against my estate; to make distribution in kind and to cause any share to be composed of
cash, property or undivided fractional shares in property different in kind from any other
~
Page 2 of 4 Pages
share; to employ agents, attorneys and proxies and to delegate to them such power as my
personal representative considers desirable and to pay reasonable compensation for such
services as may be rendered by such agents, attorneys and proxies; and to execute and deliver
such instruments as may be necessary to carry out any of these powers. In addition, I direct
that my personal representative shall have the power to conduct an inventory of any safe
deposit box necessary to the administration of my estate.
IN WITNESS WHEREOF I have hereunto set my hand and seal this J '1~ day of
Au.r;a~' , 1998
SIGNED, SEALED, PUBLISHED AND DECLARED by the a ove-named Te$tator,
as and for his Last Will and Testament, in the presence of us, who at his request, have
hereunto subscribed our names as witnesses thereto, in the presence of the said Testator and
(SEAL)
Wi:; 11II-J~
q~1,G~~
Page 3 of 4 Pages
COMMONWEALTH OF PENNSYLVANIA )
: SS.
COUNTY OF CUMBERLAND )
I, Robert Lee Jacobs, Testator, whose name is signed to the attached or foregoing instru.ment,
having been duly qualified according to law, do hereby acknowledge that I signed and executed the
instrument as my Last Will; that I signed it willing . and that I signed it as my free and voluntary
act for the purposes therein expressed.
.fk Sworn or affirmed to and acknowledged before me by Robert Lee Jacobs, the Testator, this
11 day of ~'5T' 199~
(!JJAk..,'~<44 J
Notary Public
COUNTY OF CUMBERLAND
We, W J'/II~rn F /V)~r~ and 711a..rGio- Y. t~frn,(
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 Robert Lee Jacobs, the Testator,
sign and execute the instrument as his Last Will; that the Testator signed willingly and fuat the
Testator executed it as his free and voluntary act for the purposes therein expressed; that each of us,
in the hearing and sight of the Testator, signed the Will as witnesses; and that to the best of our
knowledge the Testator was at that time 18 or'lnore years of age, of sound mi d and U1I1der no
constraint or undue influence. ~.
)
: SS.
)
Notarial Seal
Corrine L. Myers, Notary Public
Carlisle Boro, Cumberland County
My Commission Expires May 27,1999
COMMONWEALTH OF PENNSYLVANIA
?1!~ ft- ~f;;:;
Ad s /. 6 111. .
6 -- -Fr~~11700T
Sworn or affirmed to and subscribed before me this 17 f1, day of 1f~.U(s;r . 1998.
~A~W:'O(~'A~
Notarial Seal
Corrine L. Myers, Notary Public
Page 4 of 4 Pages Carlisle Bora, Cumberland County
I My Commission Expires May 27, 19~.,.
..
F: IFILES\DA T AFILE\Estate Planning\3043.codiciI
CODICIL
I, ROBERT LEE JACOBS, of Hampden Township, Cumberland County, Pennsylvania,
being of sound and disposing mind, memory and understanding, do make, publish and dedare this
to be a Codicil to my Last Will and Testament dated August 17, 1998.
1.
I give the sum of Ten Thousand Dollars ($10,000.00) to ST. JOHN'S EPISCOPAL
CHURCH, Carlisle, Pennsylvania.
2.
In all other respects, I ratify and affirm my said Last Will and Testament dated August 17,
1998.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this 1~..IIt day of
~ ,~.:l.
(SEAL)
SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testator, as and
for a Codicil to his Last Will and Testament dated #, in the presence of us, who at his request, have
hereunto subscribed our names as witnesses thereto, in the presence of the said Testator and of each
other.
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Page 1 of 2 Pages
".
COMMONWEALTH OF PENNSYLVANIA )
: SS.
COUNTY OF CUMBERLAND )
We, Robert Lee Jacobs, IvoV. Otto III, and (y)#(Y'Cia.. "I. COfYL('-h'1 ,the
Testator and the witnesses, respectively, whose names are signed to the foregoing instrument, being
first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed
the instrument as a Codicil to his last Will dated #, and that the Testator has signed willingly, and
that the Testator executed it as his free and voluntary act for the purposes therein expressed, and that
each ofthe witnesses, in the presence and hearing ofthe Testator, signed the Codicil as a witness and
that to the best of his /her knowledge the Testator was at that time eighteen years of age or older, of
sound mind and under no constraint or undue influence.
t; 1\) ~A
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Witness
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Subscribed, sworn to and acknowledged before me by Robert Lee Jacobs, the Testator, and
subscribed and sworn to before me by Ivo V. Otto III and ~A- ,c.-.l'a '/ (! /) rn.rhr\
the witnesses, this /''f~y of ~ ' 2002.
(J Lj/UW;;i;'P-n~
~afY Public (7 - -
NOTARIAL SEAL
C8=~~~~~.bEt.~~dre=
M Commll~ipn. f~ ires Ma 27. 401
Page 2 of 2 Pages