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HomeMy WebLinkAbout09-01-06 PETITION FOR PROBATE and GRANT OF LETTERS Social Security No. 203-10-9175 No 21-06- G \\ ()\ To: Register of Wills for the ['Ollnty of Cumberland in the Commonwealth of Pennsylvania Estate of also known as Alice L. Trimmer The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older and the executor in the last will of the above decedent, dated July 6,2005 and codicil(s) dated N/A NOTE: Harry L. Trimmer died March 15, 1982 (state relevenat circumstances, e.g. renunciation, death of executor, etc.) named Decedent was domiciled at death in Cumberland with her last family or principal residence at 272 N. Middlesex Road, Middlesex Township (list street, number and municipality) Decedent, then 91 years of age, died Aug. 3, 2006 at Chapel Pointe at Carlisle, Borough of Carlisle, Cumberland County 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: No Exceptions County, Pennsylvania, 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: 50,000.00 $ $ $ $ 175,000.00 Total: 225,000.00 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.La.; administration d.b.n.c.La.) o c~ .' ;.:"..'.0.00 :E ; ., (.; ..o~~ !;:..~:O ..':Crl;;r::: oon ,.........c;-n QC UATH UF P.EK~UNAL K.EPK~.ENTAnv~2:l COMMONWEATLH OF PENNSYLVANIA :>:. COUNTY OF CUMBERLAND r--.:; C::::. C.;) cr> en Cd : .) -n :E: C.11 .. The petitioner(s) above-named swear(s) or affirm(s) that the statement in the foregoing peition are true and correct to the best of the knowledge and belief of petitioner(stan at as persona epresen- tative(s) of the above decedent petitioner(s) will well and truly administer testate 'wto ing to ~~w. /1,1 . Sworn to or affirm~d and subscribed \ . 0 ~ t /Jtccu:{{ before me this \6"" day of September, 2006 \.;&' )j\~'~~J" ~~rw^-<=-~~~ Re lster No. 21-06- 0 It <1 Estate of Alice L. Trimmer , Deceased DECREE OF PROBATE AND GRANT ()F LETTERS AND NOW \ ~~~rf'\6:\. 20 DCa ' 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_ July 6, 2005 described therein be admitted to probate and filed of record as the last will of Alice L. Trimmer and Letters Testamentary are hereby granted to Rodney E. Trimmer FEES Probate, Letters, Etc. $ 2> \ () DO Short Certificates<f;) $ dO C() Renunciation $ ,lo,.(p \).2,\\ IS oc ,~l e t j~-<.A.i'V $ \ s-. cC . Total $ 310.00 Filed.......... S\!.\~4J.................. ~J2.-uIa.. '4osU\J1A 1I.1\i~ D\:xcL~ \1.<'; Register of Wills \~ cU-:( ~Af.C~)c1c /'fl-)'""7"' Robert M. Frey 6274 ATTORNEY (Sup. Ct. LD. No.) 5 South Hanover Street Carlisle, Pennsylvania 17013 ADDRESS (717) 243-5838 PHONE REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF SUBSCRIBING WITNESS Estate of ALICE L. TRIMMER NO. 21-06 - CJ \\0\ Also known as .Deceased Robert M. Frey and Trisha A. Liess (each) a subscribing witness to the will presented herewith, (each) being duly qualified according to law, depose(s) and say(s) that they were present and saw ALICE L. TRIMMER, the TEST A TRIX, sign the same and that they signed as a witness at the request of ALICE L. TRIMMER, the TEST A TRIX in their presence and (in the presence of each other) (in the presence of the other subscri bing witness( es)). Sworn to or affirmed and subscribed before me this i day of s..,,{ia-.h<Au-gvst; 2006 ,r~Q "ch.. ~cN.-,-JRt\(d)l ~' Reg' r M,c~~~ Deputy rz..~"" ~1f' < ''1--; Robert M. Frey 5 S. Hanover Street. Carlisle PA 17013 // ; .~ . .1- '. f'7"\ , ,.' \/' , } N .J h c'-- I /,- I . Trisha A. Liess 5 S.Hanover Street. Carlisle PA 17013 .'>L.. . ;~/~ '.,~~ lid "0:] U;'r{lCJ38~~m ltlnO) S.NVHdBO :10 )10318 ttS : I Wd I - d3S qnal RENUNCIATION c ~ \- tG- t'lll In Re Estate of ALICE L. TRIMMER deceased. To the Register of Wills of CUMBERLAND County, Pennsylvania. The undersigned TROY E. TRIMMER. NAMED AS CO EXECUTOR of the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters OF TESTAMENTARY be issued to RODNEY E. TRIMMER WITNESS \' , \ , >1 ':, )1 t /'. j f'! '! ""v ,J./:-fl{nd this ~'-:, day of _ August , fOX 2009 \M ( ~at~r~~ ~ TROY E.T IMMER 19717 Hermitage Way Milton DE 19968-3201 ',' '- \. .. "- " (Address) (Signature) (Address) (Signature) I ' -,~."," 'TJ!,\ln'"" Va 'uJ ui,'1 IO:;u, v 18nOJ S,NVHdtIO :10 >l83l8 (Address) ~S:\ ~ld \ - d3S 90ill RENUNCIATION c ~~ \_ t:\r- (;,\\ 1 In Re Estate of ALICE L. TRIMMER deceased. To the Register of Wills of CUMBERLAND County, Pennsylvania. The undersigned TON YEA M. MEADE, NAMED AS CO-EXECUTOR of the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters TESTAMENTARY be issued to RODNEY E. TRIMMER WITNESS hand this 2..J.~ {Lday of _August ,4~ 2006. ,-J;.'n~1(jl -'~() 1, ~111( {\IC: (Signature) Tonyea M. Meade A/K/ A Tonyea M. Mead 31546 South Conley Circle Lewe:> DE 19958-6019 (Address) (Signature) (Address) (Signature) Vd 'OJ :J\{1LUEVI/(10 mn08 S.NVHdtlO :10 >J:J318 fJS : I Wd 1- d3S 9002 (Address) .... ...~' /\ .- - ! jf r, ( 1/726S68 2.. I'" Ii~' t' \. "1;' ~~ M. "'i'"'..Jo.)._et\,-~.~~,..1 AUG 7 2 ;::70 .:,.- :::0 ?~-o() .;:1~. '-"7m "'-::0 en 7' 00 ~ 0 ----n :.-<C 'c-' :0 --a ::-t J> r-cl => c::;;); c.T' (/) rrI -0 I -{ - .) -0 3 c..n .. H10514JR[V02f2006 TYPE I PRIN r IN PERMANENT BLACK INK a \ (.) )-..c. ~ 0 TY1 COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH' VITAL RECORDS CERTIFICATE OF DEATH Cumberland Twp. Carlisle Regional Medical STATE FilE NUMBER 1 Nane of De ceder, I \;;irsl. middle, lasl, Suffi~) } SooalSeclJntyNlJmber Alice L. Trimmer 5 Age(i..aslBrrihdavj -10 B DaJe of Birlh (Month, df! ear! 91 y, Feb. 10, 1915 Newport, Pa o ReSlaence DOther-Speclfy 10 Race AmenCiln Indlan.Black,Whlle, elc (Speclfv} 8b, County of Death 8d FacililyNOIme(lrnotinslilulion.~ivestreelalldnumber) mostofworkln life Do nol sfalereliredJ 12, Was~&def1te"erin!he "\if1d of BLlsiness I lflduslry USAcme<j Forces? White 14, Marital SlaJus: Mamed, Never M<llned Widowed, )Ivarced (SpeCJfy) Govenment Dies [XN' Oecedelll's AClualResl,jence 17a Slille Widowed 272 N. Middlesex Rd. Carlisle, Pa 17013 17b County PA Cumberland Old Decedent Liveina Township? 17c )21 Yes, Decedent~lved In 17d 0 No, Decerlenl Lived wllh1l1 ActualL,mlfscl Mi ckll p",p" TWD 18 FalhersName [Fi~l, 'T1lddle, last, sufb) Cltyl80rQ Harry Shutt 20a InformanfsName (Type/Print) 19 Molher's Name (First, middle, maiden sumame) Minnie Zellers 20b fnformant"s Mailing Address (Street. city I town, slate, zip cooe) Rodne E. Trimmer 274 N. Middlesex Rd., Carlisle, Pa 17013 o " << it 2k Place of Dispos'lion (Name of cem~fery, crematory or other place) 21d Localion(Clty. town, st;:lIe.llp';OOe) Liverpool, PA 23b LlcenseNumber 23c, [<JteSlgned;Montr.day )'Ball L 'D ~ 5 c: Ilems 24,26 musl be oompleled by person whO prollounces dealh 24 TimeolOealh 25 Dale Pronounced Dead(Month,day, year) 8:32 8/3/06 26 ~a~se Re'err8{j to Medical barmnf'r" Coroner lor a Reason Olher lhan::remation 'Jr Donallon? {AYes 0 No - CAUSE Of OEA TH (See instructions and 6J(amplesJ Item 27 PART 1 Erler the chain oLE!vents. diseases, inlUlles, or complicatiOns - thai directly caused the deall1. DC NOT enter terminal events SU01 as cardiac arreSt respiraiory ~;:;-eSl, or venlricular flofllla!w wit hawing Ihe eJioJogy UsJ ory one cause Oil ear;h Ii e -J ~~~~~:~lJ~I~~;Z~~~dlse~ a. ~~ -N- ~ 4.rL b DlJe 10 (or as a cOl1sequen at.l.. t)....,.Vv'''"^ Sequernlally!isl CoOOilJ011S, if ,my .:.:::::J t:.... ......- ~ l.o\,,- ~~~~~J~b~~~~N~2::U~E Due 10 {or as a COf1sequence of) p'^ /1. ..... _ r'o ldiseaseorin!urythatini:ialedl:1e ''''~~.". . evenlsresLlltmglndea\h)LAST J , D",'O!""'CO""'O.O~C-o/'l ~ ~~.", Aoproximille inlerval Pan Ii EnJer other mrri[JC{l!')liQiNiJ!oo~rn!lIrlb11l1.rNjQJ:!eatl1 28 n'n T obaccJ Use Conlnbute to Death? . Onsel:o Death hUI not resul\ing Inlhe under1ying cause ~Iven in Part I 0 Yes 0 Probably DNo~known 2!J. I' ~emale o Nol pley!J<ln1 wlllim past year o Pf€ljnantat lime oldealh o o DYes DNa 31. Manner 01 Death ~alural o HomlClde o Accidenl DPerldirlglnvestlgatior 32d,Tlmeo!lnlury o SUicide 0 Couk! Not be Delerminec Ounknownlforegnanlwithlnlhepaslyear 32c Street, Faclory DYes 'flNO 32g. location of:n:ur'l IStreet, city i lawn slate} )3a Certifier jchet,;k only one) CertIfying physician (PhyslClancertifymgcauseo(deafhwt;er another physician nas pronounced dealr and completed Ilem 23) To the besl of my knowlooge, d4talh occurred dlJe 10 Ihe causers) and manner as stalay_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ ..D Pronounclng.no certifying physician (PhysK:ian Dolhpronoundngdealhandcertilying 10 cause 01 death) To the best of my knowledge. deBln occurred at tn.e lime, dale, and place, and due 10 the causels:' and manner as stal!d_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ __ ~~~c:~;~sm~~:~~~f~~I~~~ an<:ll or investigation, in my opinion, death occurrQd at the lime. date and llface, and due 10 the cause(s) and manner as stattle!.. _ .D z o o o i ~ g"!I""'Cd~'~~~~~~ I;~ II le:.!,1 \ 101 15 R LAST WILL AND TEST AMENT OF ALICE L. TRIMMER I, ALICE L. TRIMMER, widow, of Middlesex Township (mailing address: 272 North Middlesex Road, Carlisle, Pennsylvania 17013), Cumberland County, Pennsylvania, being of sound and disposing mine, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament hereby revoking and making void any and all Wills by me at any time heretofore made. 1. I direct my hereinafter named Executor or Executors to pay all of my just debts and funeral expenses as soon after my death as may be found convenient to do so. I request that my funeral services be conducted by Hoffman-Roth Funeral Home, 219 North Hanover Street, Carlisle, Pennsylvania, in a manner substantially similar to the arrangements which I made for the services for my husband, Harry L. Trimmer, and that my body be interred beside his on our burial lot located in Liverpool Cemetery in Perry County, Pennsylvania. 2. I direct that all inheritance, transfer, succession. estate and death taxes which may be payable on account of my death, including interest and penalties thereon, shall be paid from the residue of my estate regardless of whether the assets upon which such taxes are based are included in my probate estate. 3. I give, devise and bequeath my house and lot of ground at 272 North Middlesex Road in Middlesex Township, Cumberland County, Pennsylvania, to my son, RODNEY E. TRIMMER. his heirs and assigns, provided he shall survive me by a period of ninety (90) days, but should he fail to so survive me then the same shall lapse and be included in the residue of my estate. 4. I give, devise and bequeath the sum of $3,000.00 to each great-grandchild of mine, living at the time of my death, but should any such great-grandchild be less than 21 years of age the same shall be paid to the parents of that great-grandchild as guardian of the estate of that great- grandchild but if the parents are unwilling to accept such responsibility then my hereinafter named Executors shall serve as guardians of the estate of each such great-grandchild. At the present time I have only two great-grandchildren who are TAYLOR TRIMMER and JA YCOB TRIMMER, who are the children of my grandson, Troy E. Trimmer. 5. All of the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, I give, devise, and bequeath as follows: a) 20% thereof to my son, Rodney E. Trimmer, provided he shall survive me by a period of ninety (90) days, but should he fail to so survive me then the same shall lapse and be added to the remaining two shares, per stirpes; b) 40% thereof to my grandson, Troy E. Trimmer, his heirs and assigns, provided he shall survive me by a period of ninety (90) days, but ShOUl!.)he fail to so survive me then the same shall pass to such of his issue as survive me by a period of ninety (90) days, their heirs and assignsi'1?, stirpes, but if there be no such issue then the same shall lapse and be ad~ P proportionately to the remaining shares. At the present time my grand~~ ~ Troy E. Trimmer, is the father of Jaycob Trimmer and the father of Tay~~ Trimmer. "?Q ~ ...)c... , :::;:J --I c) 40% thereof to my granddaughter, Tonyea M. Mead, her heirs jitld assigns, provided she shall survive me by a period of ninety (90) days, but should she fail to so survive me then the same shall pass to such of her issue as shall survive me by a period of ninety (90) days, their heirs and assigns, per stirpes, and if there be no such issue the same shall lapse and be added proportionately to the other shares. ",) <-.-::> .-, ~ C/) rr1 -0 I ., \ \J ::;: - .. c.."l J;:' 6. I hereby nominate, constitute and appoint my son, RODNEY E. TRIMMER, and my two grandchildren who are TROY E. TRIMMER and TONYEA M. MEADE as Co-Executors of this my Last Will and Testament and I further direct that none of them shall be required to post any bond to secure the faithful petformance of his or her duties in the Commonwealth of Pennsylvania or in any other jurisdiction. Page 1 of3 '", ~~I cJ:, '~tcL/}YV1/I1~L'~./ 7. In addition to the powers conferred by law, my Executor and Executors and Guardian of the Estate of any person less than 21 years of age, are empowered: a. To invest any part of the trust corpus in such securities, investments, or other property as may be deemed advisable and proper, irrespective of whether the same are authorized for the investment of trust funds under the laws of any governing jurisdiction. b. With respect to any corporation, the stocks, bonds, or other securities of which may be held, to vote in person or by proxy on any shares of stock; to consent to the merger, consolidation or reorganization of such corporations; to consent to the leasing, mortgaging, or sale of the property of any such corporations; to make any surrender, exchange or substitution of such stocks, bonds, or other securities as an incident to the merger, consolidation or reorganization of such corporations; to pay all assessments, subscriptions and other sums of money which may be deemed wise and expedient for the protection and maintenance of the proportionate interest of the investment in such corporations; to exercise any option or privilege which may be conferred upon the holders of such stocks, bonds, or other securities of such corporations either for the conversion of the same into other securities or for the purchase of additional securities, and to make any and all necessary payments which may be required in connection therewith; and generally to have and exercise as to all such stocks, bonds, and other securities, the powers of an individual owner who is under trust obligation. c. To hold the trust corpus in one or more consolidated funds in which separate shares shall have undivided interests. d. To sell at public or private sale for cash or upon credit, or partly for cash and partly on credit, and upon such terms and conditions as shall be deemed proper, any part or parts of the trust estate, and no purchaser at any such sale shall be bound to inquire into the expediency or propriety of any such sale or to see to the application of the purchase money arising therefrom. e. To keep on hand and uninvested such moneys as may be deemed proper and for such period as may be found expedient. f. To compromise, settle, or arbitrate any claim or demand in favor of or against the trust estate. g. And authorized in the discharge of fiduciary duties, to employ counsel and to determine and to pay such counsel reasonable compensation which shall be charged against the principal or income of the trust fund, and shall further be entitled to charge against the principal or income such other reasonable expenses and charges as may be necessary and proper to incur for the proper discharge of fiduciary duties and for the proper management and administration of the trust estate. h. In making any division of property into shares for the purpose of any distribution thereof directed by the provisions of the trust, to make such division or distribution, either in cash or in kind, or partly in cash and partly in kind, as shall be deemed most expedient, and in making any division or distribution in kind may allot any specific security or property or any undivided interest therein to anyone or more of such shares, and to that end may appraise any or all of the property so to be allotted and the judgment as to the propriety of such allotment and as to the relative value for purposes of distribution of the securities or property so allotted shall be final and conclusive upon all persons interested in the trust or in the division or distribution thereof. i. Authorized to register any shares of stock or other assets of any trust in their own names or in the name of a nominee. j. To retain and invest in shares of stock of my Trustee. k. To retain any investments including mutual funds which I may own at the time of my death and in addition to invest any part of the Trust corpus in such mutual fund or mutual funds as may be deemed advisable or proper, irrespective of whether the same are authorized for the investment of trust funds under the laws of any governing jurisdiction. 1. To determine from time to time whether all or some portion of realized capital gains shall be treated as ordinary income for distribution to a beneficiary or treated as principal to be retained as part of the corpus, and such designation need not be consistent from one year to another. Page 2 of3 1\ ~~ ,?h;' .\ik-<-A/VtA~--l:fJ IN WITNESS WHEREOF, I have hereunto set my ~d and seal toJWs my Last Will and Testament written on three (3) pages, this /,11...; day of -J\4.!.1 ,200!, Q,&.u Sf!, \;~/z.~'A"i A/IA '~AL) Alice L. Trimmer Signed, sealed, published and declared by ALICE L. TRIMMER, the Testatrix above named, as and for her Last Will and Testament, in our presence, who, in her presence, at her request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. (/G~~- h'1.. ..~ "~I / '/! ~'1~~ 0.~~