HomeMy WebLinkAbout08-18-06
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Estate of J:lg\;;ard J. Klein
Register of Wills of Cumberland County, Pennsylvania
PETITION FOR GRANT OF LETTERS
No. 21-06- Old9
also known as
, Deceased
Social Security No. 180-22-0463
Peter Lassi
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 02/12/2004 and codicils dated
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 hte; durante absentia; durante mJnontate)
Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs:
ame
elatlonship
esidence
Ef::T
(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 200 Fineview Road, Lower Allen Township
(list street, number, and municipality)
Decedent, then 79
years of age, died 07/31/2006
at
Decedent at death owned property with estimated values as follows:
(If domiciled in PAl All personal property
(If not domiciled in PA) Personal property in Pennsylvania
(If not domiciled in PAl Personal property in County
Value of real estate in Pennsylvania
situated as follows:
(Location)
$
$
$
$
70,000.00
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:
I Signature Typed or prrnted name and residence
Peter Lass! 200 Fineview Drive
Camp Hill, PA 17011
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Prepared by the Pennsylvania Bar Assoclallon
Copyright (c) 2004 form software only The Lackner Group, Inc.
Form RW-1 (1991)
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Heirs of PhQOVatLt J. Klein
1. Bruce H. Klein (son)
199 Delmont Avenue
Middletown, PA 17057
2. Susan K. Lassi (daughter)
200 Fineview Road
Camp Hill, PA 17011
3. Anita K. Taylor (daughter)
45 Old Farm Road
Camp Hill, PA 17011
4. Jessica L. Prentice (granddaughter)
81 Charter Circle, Apartment SH
Ossining, NY l OSb2
5. Kristen R. Prentice {granddaughter}
1100 Vine Street, Apartment 503
Philadelphia, PA 19107
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Oath of Personal Representative
Commonwealth of Pennsylvania
County of Cumberland
The Petitioner(s) shove-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.
Sworn to or affimted and subscribed
before me this ~ ~~ day of
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Peter Lassi -. ~ ~ ~ - ,~
::;ice
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For Register ~ ' '
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F{b,a1d 1~ s~
Estate of ffewerQJ. Klsin
also known as
Deceased
Social Security No: 180-22-0463 Date of11Death: 07/31/2006
AND NOW, 11 n 11.5 1 ~ , in consideration
of the Petition on the reverse side h neon, satisfactory proof having been presented before me,
IT IS DECREED that Letters ^x Testamentary ^ of Administration
(c.t.a.; d.b.n.c.t.a.; pendants life; durente absentia; durante minoritate)
are heroby granted to Peter Lassi,
in the above estate and that the instrument(s) dated 2/1212004
described in the Pettion be admitted to probate and filled of record as the last WIII of Decedent.
FEES
Letters ........................................$ /~>cJe ~
Short Certit)cate(s)........~........$ ~~.~
Renunaation .............................. $
Affxlevds ( ) ...........................$
Extra Pages ( ) ....................$
Codicil ........................................$
JCP Fee .....................................$ /~, O
Inventory .................................... $
Other..~~ ./. J .............. ............$
l/ ,bD
TOTAL ...........................$ ~ S! ~ 6~
`~ ~ ter of Wills
~~
Attorney: Michael L. ants
I.D. No: 41263
Address: 429 South 18th Street
Camp Hill, PA 17011
Telephone: 717/730-7310
E-Mail:
Prepared by the Pennsylvania Bar Association Copyright (c) 2004 form software ony The Lackner Group, Inc.
Form RW-1(1991)
W~
HI05S05 REV I/O; C (,,; ~ Y~l
~ilis s to certify that the information here given is conectly copied from an original certificate of death duly filed with rn ~ .1
L'lcal Registrar The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
No.
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Local Registrar
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Fee for this certificate, $6.00
P 12626514
AUG 0 J. Z006
Date
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; Rev. 0'106
JRINTIN
IANENT
:KINK
1. Name of Oecedenl (Firs!. middle. !as!)
COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH STATE FILE NUMBER
C.)
1'0
5 Age {LastbirthdaYI
79
23
3. Social Security Nurrbet
..3 I ;;{OO
Harold J. Klein
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7. Dale 01 Birth Monlh,da . ear
a Birth lace C' and slaleOl' bre"
o ERiOuI
~her
lien! 0 DOA l! NUfsin Home 0 Residence a Other. CI
9, ~~ece~en~: ~l1is::;~;~~6uban. 10. /~~~rican IncI~n, Black. White. elc
Mexican, Puerto Rican. etc,) Whi te
14 Mar~al Status: Married, Never married, 15. Surviving SpollSe (If wife. give rMiden name)
Widowed, Divorced (Specify)
Cumberland
Hamp:len Twp.
Country Meadows
12 Was Decedent ever in the US 13, Decedent's Educalion ecl
Armed Forces? Elementary/Secondary {o-12}
d(yes 0 No 12
~~~~~:idellCe 17a. Stale Pa
Cumberland
on hi Mst rade co leled
College (t-4 or 5+)
11 Oecedef\l.'s USIJal Oce Mien KiM 01 wolk done durin most 01 workin lite; do nolslale retired
Kind of Work Kind or Business/Industry
En ineer AMP
Decedent's Mailing Address (Slree!, cityllown. slale, lip code)
200 Fineview Road
Camp Hill, Pa 17011
~~e~~edenl 17c. ~
Townsh~?
Yes. Decederll Lived in
Lower Allen
Twp.
17b. County
Hll 0 N-c. Decedent li"led within
h';tual limits of
Cilyl13oro
18 Father's Name (Firs!' middle.lasr)
19, Mother's Name {~irsl. miOdle, maiden sumame)
Harvey Klein
2Oa, lnSormanrs Name (Type/pr'ln!)
Viola M ers
2Ob. Informant's Mailing Address {Street, cityJ1Own, state, zip code}
Susan Lassi
200 Fineview Road Cam
21b, Dale 01 Disposition (Month. day, year)
Funeral Home Ine
23b. License NlHrber
Cf-l~ ;J
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.AM
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CAUSE OF DEATH (See Instructions Ind examples)
lIem'l7. Pan I: Enter the ~ - diseases, injuries, or cOfT'4)lications -Ihat directly caused the death. DO NOT enter terminal evenls such as cardiac arrest.
respiralory arrest, or ventrrular librillation without shaw"g Ihe etiology. DO NOT abbreviale. Enter only one cause on a line.
IMMEDIATE CAUSE (Final disease or
condMion resuning in death) --7" a
Appforimate mleNal
onsef 10 death
o Yes Pc No
Pan II: EI\\ef oIMr sianif.canl condi\ms contrbutina \0 death.
but not resuning in the underlying cause given in Part I
28. Did Tobacco Use Contri>ute to Dealh?
o Yes 0 Probab~
o No 0 Ul\tr.o'M'J
o Yes ~No
d.
3Ob. Were Autopsy Findings
Available Prior to Corrpletion
or Cause 01 Dealh?
DYes 0 No
31 Marlnero/Death
~ Natural 0 Homeide
o Accident 0 Pel'l(\ing hwes\lga\ion
o Suicide 0 Could Not Be Determined
328, Date olll\l\Jry (Menlh, day, yea,)
32b. Describe how Injury Occurred'
29 lfFemate:
o Not pregnant w~hin past year
o Pregnant at lime of death
o Not pregnant, bul pregnant within 42 days
of death
o Not pregnant, but \Xegnant 43 da~ to 1 yeal
before death
o Unknown il pregnant within the past year
32c. Place of Injury: Home. Farm. Stree!. Factory, Office
8uikling, etc. (Specifyj
SequenliarlynstcOndkions, ilany,
leading 10 Ihe cause bled on Une a
Enler Ihe UNDERL YJNG CAUSE
. (diseaseorinjurylhalinhialedlhe
events resuling in death) lAST.
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OUf. \0 (or as a ccnseqll eo\):
f.t~~p 0 lul~
Due 0 or as a equence of): '
D1'k.r4e...
Due 10 (or i'lS a consequence 00:
32d, Time 01 Injury
321 II Transportation Injury(Spedfyj
o OliverlOpel'a\of 0 Passenger
a Pedestrian. 0 Other - Specify:
33b Sigf'lslUlt " ille of Certifiel
32g, Location (Stree!. cityllOWtl, state)
M
33a, Certffier {check only one}
Certifying physician (physician certifying cause 01 death when another physician has pronounced death and cofl1:lleled Hem 23)
To the best of my knowledge, death occurred due to the cause(s) and manner as stated...............
Pronouncing and certifying physician (Physician bolh pronouncing death and certifying to cause of death)
To Ihe best of my knowledge, death occurred at the time, date, and place, and due to the causers) and manner as stated......
Medical examinerlcoroner
On the basis of examll'\8tfon and/or Investigation, In my opinion, death occurred at the time. date, and place, and due to the causers} and manner as stated...
IgnalureandD~~
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34 Name and Address of Person lNho Completed Cause of Death (1lem 27) TypelPrinl
0U~i<;;A M, <;TAVlKOY;C Mill
'7q'f[ 1'Dr~C~CCt f'c( CAVtiP khlC e""
(See instructions and examples on reverse)
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330. Dale Signed (Month. day. year)
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I, HAROLD J. KLEIN, of 1907 Letchworth Drive, Lower Allen Township, Cumberland
County, Pennsylvania, declare this to be my last will and revoke any will previously made b~
me.
; -:'1
ITEM I. I direct that all my just debts and funeral expenses, including my gravemar~r
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 and bequeath all of my household goods, automobiles, jewelry, and all
other articles of household and personal use, equipment and ornament, together with all
insurance thereon and relating thereto, to those of my issue, per stirpes, as survive my death by
thirty (30) days.
ITEM III. I give, devise, and bequeath all the rest, residue, and remainder of my
possessions and estate of every nature and wherever situate to those of my issue, per stirpes, as
survive my death by thirty (30) days.
ITEM IV. Should any of my issue entitled to a share of my estate not have attained the
age oftwenty-five (25) years at the time for distribution to him or her, I devise and bequeath the
share of such issue to my hereinafter named trustee, IN SEP ARA TE TRUSTS, to hold, manage,
invest, and re-invest, the shares so received, and the accumulation of income thereon, and to use
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and apply from time to time such portion of income and principal thereof as my trustee thinks
proper for the comfortable support, maintenance, health, welfare, and education of the issue or to
make payment for such purposes, without further responsibility, directly to such issue, or directly
to any person taking care of such issue. Any principal or income not so applied shall be
distributed to such issue when he or she attains the age of twenty-five (25) years, or ifhe or she
dies prior thereto, to his or her personal representative.
ITEM V. I appoint my son-in-law PETER LASSI trustee of the trust or trusts created by
this my last will. Should Peter Lassi predecease me or otherwise fail to qualify or cease to serve
as Trustee ofthis my last will, I appoint my son-in-law ROBERT TAYLOR trustee ofthe trust
or trusts created by this my last will. In addition to the other powers and authorities granted to
my trustee by Pennsylvania Law and by the preceding paragraph of this my last will, I hereby
give my trustee the following special powers and authorities:
A. To retain any or all of the assets of my estate, real or personal
(including any stock or securities of any corporate fiduciaries), without any regard
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to any principle of diversification, risk, or productivity;
B. To invest and re-invest in all forms of property without restriction to
investments authorized for Pennsylva..'1ia Fiduciaries, as my trustee deems proper,
without regard to any principle of diversification, risk or productivity;
C. 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
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leases, for such prices and upon such terms or conditions as my trustee deems
proper and in the best interest of the beneficiary or beneficiaries of said trusts;
D. To allocate receipts and expenses to principal or income or partly to
each as my trustee from time to time deems proper in its sole discretion;
E. To compromise any claim or controversy;
F. To exercise any option, right, or privilege granted in insurance policies
or in any other investments;
G. My trustee may accumulate the income from this trust during the term
thereof but may, from time to time, distribute from current income or from
accumulated income or from principal such amounts as my trustee, in its sole
discretion, deems advisable for the education, welfare, and comfort of the trust
beneficiary .
ITEM VI. 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 VII. I appoint my son-in-law PETER LASSI executor of this my last will.
Should Peter Lassi predecease me or othenvise fail to qualify or cease to senre as executor of this
my last will, I appoint my son-in-law ROBERT TAYLOR executor of this my last will.
ITEM VIII. In addition to the other powers and authorities granted to my personal
representatives by Pennsylvania law and by the other terms and provisions ofthis will, I hereby
give to my personal representatives the following powers and authorities effective without court
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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 representatives may determine and at valuations finally to 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 representatives deem 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 representatives deem proper; and to allocate
receipts and expenses to principal or income or partly to each as my personal representatives
deem proper in their sole discretion.
ITEM IX. I direct that my personal representatives and fiduciaries shall not be required
to give bond for the faithful performance oftheir duties in any jurisdiction.
/O't
IN WITNESS WHEREOF, I have hereunto set my hand this ;. -)?; day of
,2004.
1+~J,'2~
HAROLD 1. KLEIN
4
'.
The preceding instrument, consisting of this and FOUR (4) other typewritten pages, each
identified by the signature of the testator was on the date thereof signed, published, and declared
by HAROLD J. KLEIN, the testator therein named, as and for his last will, in the presence of us,
who at his request, in his presence, and in the presence of each other, have subscribed our names
as witnesses hereto.
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COUNTY OF CUMBERLAND
)
( ss:
)
COMMONWEALTH OF PENNSYLVANIA
The undersigned, being the testator 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.
ffdC< /1CtI- j , ~~
HAROLD J. KLEIN
o ary SEAL
WENDY S. BRO. Notary PubIc
Lower AIen Twp., CUmbeda1d ColI1ly
My CommIs8lon ExpIres May 10. 2ftI'I
COMMONWEALTH OF PENNSYLVANIA )
( SS:
COUNTY OF CUMBERLAND )
WE, f1 i ~J~~ I L tSAt) 6J and ~J)::0S) ~~~\ , 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 testator sign and execute the instrument as his
last will; that he signed it willingly and that he 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 more years of age, of sound mind,
and under no constraint or undue influence.
Sworn or affirmed to and acknowledged
befo1:t'..mf,t is I ~ day of
___'; / /,' ,2004.
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NOli SEH.
WSlDYS. CHES8RO~Publlc
~~ExpnsMay1m
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