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HomeMy WebLinkAbout12-04-06 Estate o{Patricia J. Ballots also known as PETITION FOR PROBATE and GRANT OF LETTERS ~ \ . Dlo' \ D\ot) No. To: Deceased. Register of Wills for the County of Cumberland Commonwealth of pennsylvania in the Social Security No. 191-28-7308 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 February 22, and codicil(s) dated named .2005_ (state relevant circumstances. e.g. renunciation. death of executor. etc.) Decedent was domiciled at death in Cumberland County. Pennsylvania. with her last family or principal residence at 909 Spring Circle. Mechanicsburg, P A 17055 (list street. number and municipal it) ) Decedent. then 75 at Forest Parx, Carlisle, P A 17013 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: 909 Spring Circle, Mechanicsburg, P A 17055 years of age, died September 2. .2006__ $ 326.540.35 $ $ $ 126.000.00 WHEREFORE. petitioner(s) respectfully request(s) the probate of the last will and codicil(s,l presented herewith and the grant of letters testamentary ;:.2 ~4 (testamentar): administration eLl.: administr~ijj3iJ~.b.n.c.t.a~ thereon. ::(2 r';;~ , (--) I ..... Thomas A. Ballots 16 Qua rry H ill Road Newville, PA 17241 ~ -i.:... 1 ~ lj--=--7=i--~) C~ i1__Ld~ :r:._ ~ ~ ~ :~ ~" zo... ~~ ~ .~ J: ~) "-1 f:.) W m OATH OF PERSONAL REPRESENT A TIVE COMMONWEALTH OF PENNSYLVANIA } 55 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 of petitioner(s) and that as personal represent- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Q. ---7_::t:,.~~.~,) ex. b,,__l !.t4 Sworn to or affirmec' and, SU,bscribed {. --,. . before me this \.1 day of ~ 70_~ .J: . >J . Ji;'-O~~~f \""" egis er J) ~. ~ '" No. ~ \ () IJ) \ t:,~ Estate of Patricia J. Ballots , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW 5 '~('Q\,\,~( 2006 , 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 February 22. 2005 described therein be admitted to probate and filed of record as the last will of Patricia J. Ballots and Letters Testamentary are hereby granted to Thomas A. Ballots, 16 Quarry HilI Road, Newville, PA 17241 c'O ..~ Q ~:i~ ~HJJUiJ2 .)t.! loik..W4/h Register 01 Wills r-A fj1-JYI' FEES Probate. Letters, Etc........................ $ ~\\J D(~ Short C~rt.ificates(lO: ...................... $ :~~ .~ ~.......V0.:~~.t.~~.... ~ :~d) Filed .... ... ..n\~~~~.~.~.... ........ ... .~... ~.~.~...~.~.... John H. Brouios, ESQ. #06268 ATTORNEY (Sup Ct. ED No) 4 N. Hanover St., Carlisle, PAl 7013 ADDRESS 717-243-4574 PHO)';! nl'\-,nlLluun here gl\Cn J' cnn>\.'\..'ll)- [ ,.",-'! lificulL' \\ 11] hl: 1'U1"\\ (jr'__;t.'(~ 1(1 th"..-' (:d; j r qn .1n )n,~i \ iLJI RCL'\"d< '-'1 1;\ I. 11' WARNING: I~ is illegal to duplicate this copy by photostdt or phDtograph \,r 'n i ',~ "h. ~H l ~ j(~~ /->>-uc.A, Z> p 12825366 ,.~~~(~~~~.'al('P6t~~\ 'it ~~,.". (~~~,~, ,~} \4-"~ ,,~l! \.~. . .~'v:..,> 'c '-IJ?;.' _ ,\'<.r.... ~-:::-~ 111 t Vi' ~ \. '(\ ;',\ '/~ ~~:C<~~,~ l., i~} i'~~:_~ ! ' j t' \.; H 105 \~3 Rev 01106 rVPE/Pflllil IN PERMANErH BLACK INK 1 Name of Decedenl (Firsl. middte, lasl) Patricia Jane HaJlots ~\ \\)l1;g tl\) COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH STATE FILE NUMBER 75 3 Social Security NufT"bw 191-28-7308 v" 7 [\tle 01 Birth (Monltl, dilY,year Jun 11.1931 ~ = = c;;..-'"'" CJ r71 CJ I -0 ') C'_,'~ 'lj C-) '1"1 ~-;> W r:;:r. ~ ;;-. 4 Dall 01 Oealh 'Month, day, year) September 2, 2006 (~lIUlLII:r1alld ('arlisle OIher o EFlIOu lienl 0 DOA 0 NUls' Home 0 Aesid.-!CI 0 Qlhlf' 9~ Decedeol 01 Hispanic Origin? 10. Rae. Americ~n Indian. Black. Wh~e, lie ~ No 0 VI$(ltYIS,Speci~Cuben, (S,PKi1)1 MexICan, Puerto Ak:an. ale.) White 8tJ COtJnlyolOealh If Oecedenl'S UstJil O:c ahem Kind 01 wOIk done dlHin roosr 01 wor~in lile, do nol slale letired ~~II~re~ Wor~ OW~11~J~~~ineSsllnduSlry 13. Oecedllnt'sEducelion IlCI Elemenl.aty/S~aty{O'12) hi sl edeca eled CoII61lf(11orSt) 14 Marbl &alus: Malfled, Never tna/Jied, WidoWed, Diwrced (5pacil)1 Widowed o Ves Decedenl's AclualAllsKlence Did Decedent live in a Townsh,,? 16 Decedenl's Mailing Address {SIIeel. cky/1owfI,slalll. zipcodel PeulIsvlvallia 17a.Slale I I ~ " U) ~ "' 909 Spring Circle Mechanicsburg, Pennsylvania 17055 18 Falhel's Name {Fttst. middle,lasl) Austin n. liaust 20a Inlwnanl'sName(Type/prinl) Ethel Oast 2Qb, Inlonnalll's Mailing Addless (Slreel, dYl1own, slale. ziJ code) 17c.O Ves,Decedenlliveoin Cumberland "'17d.O No,DecedanlLNed\fwilhin Acluallimitsol 17b, Counly 19. Molhets Name (Firs!. middle, maiden surname) Thomas Ballots 15. Surviving SpolJ5e jUwlle, give maden name) Twp Mecbanicsbur&; CilyiBoro Ss. Peter & Paul Lutheran Cemeler 22c, Name end Address 01 Fec~ily 16 Quarry lIiII Road, Newville, Pennsylvania 17241 21e. Place 01 Dispos~lon (NIITlIiI01 cemelery. crehlol)' Of olhel place) 21d. localioll (Cilyllown, slalll. zip codel Ifazleton Penns lvania I 01 J) -t- ~ro:dmaleinlerval onSflllodealh Kr.pf & Hughes Funer.l Home, Inc. CAUSE OF D:A TH (See Instrucllons .and eumples) lIem27. Pall I. Enl&llhe~ -diseases, injUlies.oftO~lIcaliofl5 -tllal directly callSedlhfldealh. 00 NOT enler lerminale~enls such as cardilcaflest. respiratory auest, 01 ~entriculall"bllllalion w~ooul showing lhe eliology. DO NOT abbreviale. E.~at only one cause on a ille IMME01ATE CAUSE (Final disease Of . f!...~ (~ cond.lOn/85UMlnglndeathl -7 II OU8 !%r as a con.sequanceol) d~~~ ~ ~ tJ~ ~ Sequenli.1.Dy li:;l cond~ions, II any. leadillglolhecauselistedollUnea .. Elller the UNDERl YING CAUSE .. (diseilS~ 01 UIIUI)' Ihill iI1~lated lhe f1vlInls lllsullingindealhj LAST Due to (or as a consequence 01} ~~f~onsequ~~-~~-~~~- 6 d JOb. Were Aulopsy Filldings Available PliOl!O Complelion orCauseDfO~? o Ves 6No J2d TimoorlnjUlY fJr; v 3Oa, Wa.sanAulop.sy- PerlolOled? J2b. Oest/ibe how lfljuryOccUffed: 31.~::~ealhO Homicide 32a.Oaleollnjury(Montll,day,yaatj <.,. -+ / DYes IlVNo o kcidenl fJ Suicide o Pelldinglnvesligalion o Couk! NoiSe Oalemined ~J3'C,rt'fI"('h"kOO~O",J . Certlfylf19 phY$ll:bn (PhYSICian cel1.lymg cause or dulll when anolhar phYSICian has pfonou~lld deeth end cofTllleled Ilem 23) I- To the best 01 my knowledge, de;:alh occurred due to the cause(s) and ~nnar as slatod _ fD Pronounclng and certifying physician (phYSICian bolh plooounclng dealh and certrtylng 10 cause 01 death) 0, To thebesl of my koowledgll, death occurred althe time, dale, and place, and due 10 Ihe ClUS!iSJ and manner as slaled _ ~,~ w ~ ~~~ea~:~~sn:~~~~~~~~~n and/or fn~estl9atlon III my OpITIIOn, dealh occurred at lhe lime, dale, and prace, and due 10 the cau5e(s).and ~nner as slated .......,0 2 45 Isllars S!9l1lture andDis"tJmb~ ' L 7 36 O.all Fied (Month daY,y..'l " ~ !r~ ,. -0 ~ (See instructions and examples on reverse) ........0 OS 00)//0,(' 29'i:" " pt~nlwitninPll~"'ur Pfegoamalllnll!oldealh o NoIplegnanl.~lplegn.antwilhIfl42daY5 01 death o NOlplIoncllll,ouIp1lllfl1n14Jdey.s1o 1 ye.ar belotedealh a Unknown ~ plllQfIalll MIllin the put ye.a. 32c. PIece or Injury: Home, Felln, SlIlel.. Facloty, OIf'::i1 BUlIding,elc jSpe';if)-l 32g localbn (SlIeflt. c~yAollfl'l, slate) 3Jd. Dale Signed (UonIh, day, year) cj ()z 3( Name a~Addt8SS 01 Pert>Wf> CofTJIlllled Cause 01 Dealh (lIem 27) Typ inl J.{/)"N crtr .'" 5/f/&:"':/.>-I' I /lJLPJ'/iL-(..~ //7 1/2:~1 ~.J I ,~ <~.:c.J ,~.,.' \JY-~ ..:'J. .r~~~ ~~ J '" , c.. ,j ~ ..) r ~ '-).. Will I, Patricia J. Ballots, of 909 Spring Circle, Mechanicsburg, Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. Item One: I direct that all my debts and funeral expenses including my gravemarker 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 Two: I give, devise, and bequeath my entire estate, both real and personal and mixed to my husband Albert Ballots. In the event that he predeceases me, then I give, devise, and bequeath a portion of my estate to my daughter Deborah J. Ballots in a sum to be determined by my son Thomas A. Ballots, in his sole and absolute discretion, not to be less than one-fourth nor to be more than one-third of the estate; and the balance to my son Thomas A. Ballots. In the event that my son predeceases me, his share shall be distributed to his wife Kathy Renee Ballots. Item Three: r appoint my son Thomas A. Ballots Executor of this my last will. Should he fail to qualify or cease to act as Executor, I appoint my daughter-in-law Kathy R. Ballots, of 16 Quarry Hill Road, Shippensburg to act as Executrix with the same rights, powers, and duties. Item Four: In addition to the rights and powers given to the fiduciaries by law or elsewhere in this Will, I give to my personal representative, without any order of court and in their sole discretion, the following rights and powers: A. Retain any property owned by me at my death and to invest and reinvest in any property without restrictions to legal investments. B. Keep reasonable amounts of cash in bank and uninvested, as deemed advisable for the protection of principal. C. Purchase investments at premiums and charge premiums to income or principal or partly to each. D. Subscribe for stocks, bonds, or other investments; join in any plan of lease, mortgage, merger, consolidation, reorganization, foreclosure or voting trust and deposit securities thereunder; and generally exercise all the rights of security holders o({lflY ~OlIloration:<FJ '" ... :J::SiJ E. Register securities in the name of a nominee in such manner that titlli"ish~jrJ,hss by delivery. ( - ^" j L~<J~ Qi'" .7 /! I i-,- .J v .(.., ~"lCJ 1 F. V ote, in person or by proxy, securities held by it and in such connection to delegate its discretionary powers. , ~ !,,' ..~ >fl:"',' G. Repair, alter, improve or lease, for any period of time, any property, and give options for leases. H. Sell at public or private sale, for cash or credit, with or without security, and exchange or partition property and give options for sales or exchanges. 1. Borrow money from any person, and mortgage and pledge any property. J. Compromise claims. K. Pay premiums on any life insurance, annuity, or endowment policies, which may have h"::Cii ;Ctc':ilCd or par.:.:hascd herein ~r:U c.-:crc' ,,: cu,) right. optj,;a orprivikgL thefcunder. L. Advise in the use of expenses and losses as deductions for federal income tax or estate tax purposes, or partly for each, as they shall be deemed advisable, without adjustments between income and principal in consequence of the exercise of such discretion. O. Make distributions in cash or in kind or partly in each. Item Five: All estate, inheritance, succession, and other taxes, imposed or payable by reason of my death, and interest and penalties thereon, with respect to all property comprising my gross estate for tax purposes, whether or not such property passes under this will, shall be paid out of the principal of my residuary estate, without apportionment or right of reimbursement. In the event that a substantial portion, as determined in the sole and absolute judgment and discretion of my Executor, of any non-probate assets, such as an annuity or mutual funds, are directed to be paid to a beneficiary or beneficiaries, so that the taxes referred to herein would be paid out of the probate residue passing to the beneficiary or beneficiaries of this will (whether or not the same as the beneficiary or beneficiaries under the non-probate assets), my Executor, in the Executor's sole and absolute judgment and discretion, shall direct or have the right to allocate a full or partial payment of the taxes to the beneficiary or beneficiaries of the non-probate assets. Item Six: J direct that my personal representative or guardian shall not be required to give bond for the faithful performance ofth~ir dutie-; in any jurisdiction. ~, J IN WITNESS WHEREOF, I have hereunto set my hand this ~ day of February, 2005. .4) " ,/) Signed V (L.).;....-1-C<4 .\ ,[')c'_1-1:,.I:,:>: PatriciJ'J. Ballots The preceding instrument, consisting of this and two other typewritten pages each identified by the signature of the Testator was on the day and date thereof signed, published and declared by 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 subscri ed r" ~,nam e~___ ," ) \ ~> ~,--~'",,,- --', ~ -'~ , ->-.J _' ___. /' {. -- COMMONWEAL TH OF PENNSYL V ANJA S8 COUNTY OF CUMBERLAND We, 10hn H. Broujos and--:JJavl it:'t~-<-_,-- , 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 willingly and 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 the time 18 or more years of ge, of sound minfand-wlder no constraint or undue influence. : " ( ,', \ \ ~--' ,< 1\--\, -,--'\" '" " I .~-_l 'i~l -V_'- J Sworn and subscribed to before me this, ),1 u( day of February, ~005. ~h . ./ ^ _ " . ii / 1 ? " _ I ))L\ NO\~R~ P~~LIC LC '- L (-'I..A./"- COMMONWEAL TH OF PENNSYL VANIA ss COUNTY OF CUMBERLAND I, Patricia 1. Ballots, whose name is signed to the attached document, 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 as my free and voluntary act for the purposes therein expressed. i-' --+ ,~/(rt-'" (\ .r..-'/ /,1\.-_. / V cC &L-r:4'r_ l"' LJ Ci:Cl(t~ Patricia 1. B&'11ots, Testator SiNom and affirmed to and acknowledged before l1]e this ,.)J. v day of Febrllary,2005. /. / /, / . , ') . / I. ij / ') ~~ i-' /, \.:,I1..A.- \..Gr (c. (.:1,-/0"'\... NOT":\J.y PUBLIC Norafial S.:;a! Bridget Ann Corconn. Notary Public Car!isle Boro, Curnber,l;i'ld County Commi",ion June 10. 2006