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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,) ~ lir~h~ ~jl~~~lS- tr 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 \ ~ ~ \ ~Oi) ~ vP(frifl) T~ $ q (gD $ Ol~ $ 1 ~. $ I~- $ I l. Filed [00. f S :01 ~IV ~ I snv 90Dl 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. li:.....~. ~~~~ Local Registrar Fee for this certificate, $6.00 p 12726725 AUG 1 1 2006 Date r--.:> c=> c:::) U'> :;:... t::: GJ ~ :r: o .::_ _/ f__ j i -r~i ..'r 1 ("-) ---- .-n U1 YI1 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 ,.. _51_:_._1.1_, WiIlowed, Oivm:ed (SpoejfyJ Widowed Oid _I Liwt in . 17e. 0 y... Oecedonl Li'IId in T"""s"p? 17d. ia :....~~ - Caron Hill Twp. _1'. Act\laI_17..SIaIe City/Boro iii !3 ~ 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 . . ~_23KonIy_cortity;ng physician is not"'-lII time 01_ 10 cerlifyClllSeoldelllt1. ..... 2...26 must be """li<t8d by penon """_llelllt1. Carlisle 2.. Time of Oeatfl ({'j ~ c: , =ilIIca>diIillfls.olany, to calle hied on Ine a. Enlor INlERL YING CAUSE (_oriniWl'l'1a1_1he .......rosuIIIng"_ILAST. ') "'- /- a 1.!J..,..f~.JJ .t:.(./U"(..'I.J' ';l,1.,/L-'L / Due to (04" .. . COf'l...ence of): / ~ / / .. /Ur:t..6:.-. -.~ """'.L.-(...4.-,(,,: Due to (Of IS a conaequenc:e 01): T' , I ~_~-vt.......uw,. .aL",,,,,,..L: Due 10 (or " a COl1~UIIhce 00 fr... "';~ ,r/ f //-, /J 28. Oid ToblIca> Use Ca>IribIJIIlIo Oealh? o Yes 0 Probably ~ Unlulown 29. KF.......: o NoI pregnant _ past yur o ~lIIl1meol_ o NoIIpreg>aot bolt p1ow,an"ritflM2 days oIdIoalh o NoIlpregnaol. bolt __<13 days 10 t yur oI40ath Du ~_t_nlhepastye. 32<:. Place Injt>y: Homa. F.m1. S_, Fac\oIy, ot!ico Building, ole, (SpecHyJ .ct~~",'.'...e.<-, d. o Yes ~ Jal. W...AulopoyFinli~ 31. M_~at" ~=~~~lioo ElNlII1lraI 0 Homicide o Yes 0 No 0 _I 0 Pending "-'igalion 32d. Time oIlrjUly OSui<:ide OtmdNolbe~ 32g. t.ocaIion oIlnjUly 1Str8el ciy ,_, stale 300. W. <WI Autopsy - tz 51 ~ l3 I 33a CertIl1or(cf1ed<onIyane) 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 36 Dole Filed (_, day, ye.) yU~ . day. yea-) ';'..'.'i ~~~~~ I d. I r lri.. I \ 10 I ..:. .~r') i i....-'.,t.-,; f! 'r"1,h/1 ,(-,'It 7. II. 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 'v ~ 1 g :01 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. \ t"-...., 7tCu~ 1'~~ , S : 0 i iN i] f C) (')\'f C r, il"7 j \..q : t" ;LlJl 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 ~ Witness ~fh~ l' ~=~ Wltn ss :)- 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