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HomeMy WebLinkAbout12-19-06 Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of Lewis R. Maurer also known as No. 21-06- 1/ 9. I , Deceased Social Security No. 193-28-0858 Sally R. Maurer Petitioner(s), who is/are 18 years of age or older, appl(ies) for: (COMPLETE 'A' or 'B' BELOW) 00 A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the the Decedent, dated 04113/1995 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 lite; durante absenba; durante mlnontate) 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 ~ '~O .-. ~". ::0 rr1 ~C) (""') ~:J-n " "c-;: :rJ \.0 Co?^ JC~<O C_.... -n r..... '--- .'j', -'I 11 o ..::) ''1'1 > ::x (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 4117 Mountain View Road, Hampden Township (list street, number, and mUnicipality) 'o-i __L:.... c...> +:"' Decedent, then 70 years of age, died 05/05/2006 at 4117 Mountain View Road, Mechanicsburg (Location) 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 $ $ $ $ 140,000.00 situated as follows: 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: Ignature or pnnte name an resl ence Sally R. Maurer 4117 Mountain View Road Mechanicsburg, PA 17050 Prepared by the Pennsylvania Bar Association Copyright (cl 2004 form software only The Lackner Group. Inc, Form RW-1 (1991) ~/-C(( 11::;/ Oath of Personal Representative Commonwealth of Pennsylvania 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 representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law. before me this /q .~~ ~ ~~L~/lc/l-, Sally . aurer Sworn to or affirmed and subscribed day of o.teunbe lv. , ~ 00 f(J 1!n~Ll1tuU () ~h ~JhJ FO~eglster No. 21-06- Estate of also known as Lewis R. Maurer , Deceased Social Security No: 193-28-0858 05/05/2006 Date of Death: AND NOW, , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters I!I Testamentary 0 of Administration (c.I.a.; d.b.n.c.l.a.; pendente lite; durante absentia; durante minoritate) f"oo,.) c;:) ~ C "., n ~ Tlm ,=,'j C") <;i::) <;,2 1_.;..; a :'--= iiTl _~~i 1.._-' are hereby granted to Sally R. Maurer, FEES Letters....................................... .$ ~ toO. CO l:l.CO 15.00 ~ in the above estate and that the instrument(s) dated 4/13/1995 described in the Petition be admitted to probate and filled of record as the last Will of Decedent. > ::J: CO ':') (-, -';'1 "T"', ""T1 CJ I'rl (-) .:7;f-, Short Certificate(s).....................$ Rel'ltJl'leiatiOPl..W..i.. .I.t.............. $ Attorney: Affidavits ( )...........................$ I.D. No: 41273 Extra Pages ( )....................$ Address: 429 South 18th Street Codicil.. ... ... ................. ..... n..... ...$ JCP Fee.....................................$ JO.OO 5.['>0 Camp Hill, PA 17011 Telephone: 717n30-7310 llW8AWry..1.\:u. to.rf.'\klh ff.t:: $ E-Mail: Other.............................. n..........$ TOTAL............................$ :?J.)~. ()O Prepared by the Pennsylvania Bar Association Copyright (e) 2004 form software only The Lackner Group, Inc. Form RW-1(1991) H105.905MS REV.(5-05) This is to certify that this is a true copy of the record which is on file in the Pennsylvania Division of Vital Records in accordance with Act 66, P.L. 304, approved by the General Assembly, June 29, 1953. WARNING: It is illegal to duplicate this copy by photostat or photograph. ~ .21-Cft,-I/:;LJ ctJ- II~ 1;1105.143 Rll\I.Ol106 TYPfJPAINT IN PERMANENT eLACKINK 1 Nama or Decedent (F"nl. middIe.1utI No. Charles Hardester State Registrar Calvin B. Johnson, M.D., M.P.H. Secretary of Health 0822963 ,~ 4 2m. ~J COMMONWEAlTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH STATEALEN~BEA Date White 14. ............................ 15. ~s,...CI....giN........... --1_ l~ 11.. ~ PennRylvani.q 1... """"" Cumberland I>d""""",, ~~4n 17c.%J V-.o.o.tnUred.. 'RJ:lImprlgn 11d 0 No.~LMd"" Aegj~of Top. 18. F81her'INaIM(Fnt,middllt,laI) 19. MoIler"sHaJIII(fnl.lridI:Ilt,rrIIidIn........) '-" 208. Inbrmant's NamI (Typtlpmt) Lewis L. Maurer e ....-.----.-....-, Maurer 4117 Mountain View Road, Mechanicsburg, PA 17050 21c. PllctlaI~"""afCM1ll8ly.Cf8mIIolycw",,) 21d. Loc:.b~""""Cllde) Cremation Societ of PA Cremat "'" -....-..- Auer Memorial Home 4100 Jonestown Road, Harrisbur 23b. ............. c w '" :::> ~ ::i! (, Inc ~ fil Irl c u.. C ~ Z 3aI. c.m.(checkonlyone) "-..--1--.......----...--.............-231 To thI beM Df "'" 1oIowIIdge,... occund ....IfIeC8tllll(.J... ___........ 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AuIDpIy FhdingI AvI....Prbrkl~ 01 Cause of o.th1 o V. Q No 31........~ ~o_ 0_0__ o SltiSe 0 Could Nul Be DtIenrNd .... -.. '*'" _.....,..~ 33). OeabIlawlr$lrr Ol:amd" 32d. r...oflnjury ""'...-.--- o C:;o .. ::I.'J -U :CO ~F;; '....~ :::0 U)^ C')n '~',(JTl ")\'- . - :::0 :~ --i ,......, = = 0'"\ CJ rrJ ("") ~ fC;:"i C) (~ t?:3 rT-i CJ c::> -"n "., ,.-') ['1'1 \D :J;Io :x CX) .. W U1 , . ,,'r LAST WILL AND TESTAMENT OF LEWIS R. MAURER I, LEWIS R. MAURER, Social Security Number 193-28-0858, of the Commonwealth of Pennsylvania, declare that this is my LAST WILL AND TESTAMENT and I revoke all other wills and codicils previously made by me. FIRST: I appoint my Wife, SALLY R. MAURER, as my Personal Representative concerning this Will. If she is unable or fails to serve, I then appoint my daughter, ELIZABETH S. HARDING to serve as my Personal Representative. a. I request that my Personal Representative be permitted to serve without bond or surety thereon and without the intervention of any court, except as required by law. I direct that my Personal Representative act in unsupervised administration so as to administer my estate with a minimum of court supervision. If it becomes necessary to have ancillary administration of my estate in any jurisdiction where my Personal Representative is unable or does not desire to qualify as ancillary legal representative, I appoint as such ancillary legal representative such individual or corporation as my Personal Representative shall designate, in writing. b. I direct my Personal Representative to pay the expenses of my last illness, the expenses of a funeral appropriate to my station in life and custom of living (including a suitable monument or marker for my grave), and written charitable pledges which I have made. I grant my Personal Representative the power to extend or renew any debt for such time as my Personal Representative shall deem appropriate. c. All estate, inheritance, succession and other death taxes with respect to all property passing under this my Will shall be paid from and borne by the principal of my residuary estate, without regard to reimbursement, as if such taxes were administration expenses. My Personal Representative may pay such taxes at any time de~d ~ <.::::> advisable, whether or not then due and payable. ~;o ~ ~~j '=' '-"-0 r,., d. My Personal Representative is requested to see~~ ~ estate as soon after my death as may be practicable, and to.Z~ ~ deliver every legacy or bequest to my beneficiaries withou€(~ting time that may be believed to be customary in probate matt~iS?~ 5C ,--:5 :1J --I ~ j.:~ J) fT'" G ~=e: C-j J"T, .I CJ ap:v;~~") ~T'1 -'1 -'1 '::=5 , fTl (:::-) -'1 w <.n ~Q~fI" _ PAGE 1 ~ n~. tb71 OF 5 PAGES ~ ~ ~ ,. ,.. . . e. I have served in the Armed Forces of the United States. Therefore, I direct my Personal Representative to consult with a Legal Assistance Attorney at the nearest military installation and with the Department of Veterans Affairs and the Social Security Administration to ascertain if there are any benefits to which my family members are entitled by virtue of my military service. f. I may leave a letter of intent with the executed copy of this Will for the purpose of giving guidance to my Personal Representative concerning the distribution or sale of certain items of my property. I request, but do not require, that my Personal Representative honor my wishes therein expressed. SECOND: I give, devise and bequeath, absolutely and forever, all of my estate and property of which I may be seized or possessed, or to which I may be entitled, at the time of my death, wherever situated or of whatever nature, be it real, personal, or mixed, to my Wife, SALLY R. MAURER, as her sole and absolute property if she shall survive me. THIRD: In the event that my Wife, SALLY R. MAURER shall not survive me, I give, devise and bequeath, absolutely and forever, all of my estate and property of which I may be seized or possessed, or to which I may be entitled, at the time of my death, wherever situated or of whatever nature, be it real, personal, or mixed, to my children, ELIZABETH S. HARDING and KATHRYN R. MAURER, in shares of substantially equal value to be divided as they may agree. a. If any of my children shall not survive me, then the share of that deceased child shall go to the descendants of that child, who are to take per stirpes and not per capita. If any of my children shall not survive me and shall not be survived by any descendants, then the share of that deceased child shall be distributed to my surviving child or the descendants of my other child if that child also failed to survive me, in the manner set forth above. b. If they are unable to agree, the division among my children and the descendants of any of my children who fail to survive me shall be made by my Personal Representative, in that person's sole and absolute discretion. I empower my Personal Representative to sell any or all of such property, if such property is not distributed in kind hereunder, and to distribute the proceeds among my said children in substantially equal shares. Any determination of my Personal Representative as to what should pass or be sold under this paragraph and to whom it should pass or be delivered or at what price it should be sold shall be conclusive. q,1~ Q JJr1LJ o~__ PAGE 2 kri. Jf) ~ OF 5 PAGES ~ ~ j)??l I' " -FOURTH: In the event that none of my children and none of their descendants shall survive me, I give, devise and bequeath, absolutely and forever, all of my estate and property of which I may be seized or possessed, or to which I may be entitled, at the time of my death, wherever situated or of whatever nature, be it real, personal, or mixed, to my sisters, JESSICA SANDRA PELLEGRINO and CHERIE D. DADDARIO, or to the survivor, in shares of substantially equal value, to be divided as they may agree. If they are unable to agree, the division shall be made by my Personal Representative, in that person's sole and absolute discretion. I empower my Personal Representative to sell any or all of such property, if such property is not distributed in kind hereunder, and to distribute the proceeds among the persons named in this paragraph, or the survivor, in substantially equal shares. Any determination of my Personal Representative as to what should pass or be sold under this paragraph and to whom it should pass or be delivered or at what price it should be sold shall be conclusive. FIFTH: If any beneficiary to any share of my estate which is not subject to the provisions of any trust which may be created by this will is at the time of distribution of his or her share, a minor under the laws of his or her domicile, I direct that the minor's share be converted into qualifying property and delivered to the minor's Guardian as Custodian for the minor under the Uniform Gifts to Minors Act or the Uniform Transfers to Minors Act as may then be in effect in either the state in which the beneficiary or the Custodian resides, or any other state of competent jurisdiction. a. The Uniform Gifts to Minors Act or The Uniform Transfers to Minors Act, as may then be in effect in the state concerned, is hereby incorporated by reference. The property affected by the Act shall be managed, held, and distributed in accordance with the provisions of the Act. b. The financial custodian will serve without bond or surety and without intervention of any court, except as required by law. c. The receipt by the Custodian, for the minor, of any principal or income transferred pursuant to this paragraph shall be a full acquittance and discharge of my Personal Representative or Trustee, as applicable, from liability with respect to such transfer and from further accountability for the principal or income so transferred. SIXTH: Except as otherwise provided in this Will, I have intentionally failed to provide for any other relatives or other persons, whether claiming to be an heir of mine or not. Insofar as I have failed to provide in this Will for any of my issue now living or later born or adopted, such failure is intentional and not occasioned by accident or mistake. ~~~Q~o~ _ PAGE 3 .JLJI .n IA tJz?/ OF 5 PAGES -r+-- ~ ~ I' " .~ SEVENTH: Any beneficiary who fails to survive until thirty (30) days after my death shall be deemed to have predeceased me, and the gift to that beneficiary shall be disposed of accordingly. EIGHTH: Definitions: a. The term "children" as used in this Will includes adopted and afterborn persons. The term "children" as used in this Will shall not include step-children, the natural born or adopted children of a person's spouse who are not the natural born or adopted children of the person. A relationship by or through legal adoption shall be treated the same as a relationship by or through blood for purpose of succession to property under this Will. b. The term "descendants" as used in this Will means the immediate and remote lawful, lineal descendants by blood or adoption of the person referred to who are in being at the time they must be ascertained in order to give effect to the reference to them. c. The term "Personal Representative" as used in this Will means Executor, Executrix, Independent Executor, or any other title of like import which is used to describe such a fiduciary. d. The term "per stirpes" as used in this Will means that whenever a distribution is to be made to the descendants of any person, the property to be distributed shall be divided into as many shares as there are (1) living children of the person, and (2) deceased children, who left descendants who are then living, of the person. Each living child (if any) shall take one share and the share of each deceased child shall be divided among his then living descendants in the same manner. NINTH: In addition to any powers granted by the laws of the state in which this Will is probated, I hereby authorize and empower the fiduciaries named in this Will, to the extent of the discretion herein granted, to sell, exchange, convey, transfer, assign, mortgage, pledge, lease or rent the whole or any part of my real or personal estate, to invest, reinvest, or retain investments of my estate, to perform all acts and to execute all documents which my fiduciaries may deem necessary or proper in regard to my property. If any of my fiduciaries elect to receive compensation for services, such compensation will be that allowed by law. ~,,~Q >>r,~€~ PAGE 4 &Ii-- 0....1 ~ OF 5 PAGES -F- ~ ~ ," '" TENTH: If any part of this Will shall be invalid, illegal, or inoperative for any reason, it is my intention that the remaining parts, so far as possible and reasonable, shall be effective and fully operative. My Personal Representative may seek and obtain court instructions for the purpose of carrying out as nearly as may be possible the intention of this Will as shown by the terms hereof, including any terms held invalid, illegal, or inoperative. IN WITNESS WHEREOF, I have at Carlisle Barracks, Pennsylvania, this 13th day of April, 1995, set my hand and seal to this my LAST WILL AND TESTAMENT, consisting of 5 typewritten pages, each page bearing my handwritten signature. ~~~Q~ L S R. MAURE (SEAL) The foregoing instrument was, at Carlisle Barracks, Pennsylvania, this 13th day of April, 1995, signed, sealed, published and declared by LEWIS R. MAURER, the testator, to be his LAST WILL AND TESTAMENT in the presence of all of us at one time, and at the same time we, at his request and in his presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses, and we do so verily believe that the said testator is of sound and disposing mind and memory at the date hereof. ~L(J.@ OF (4~ /JI/-t /~IJ /' (ikL 71.d OF d"M,/JI / 10/..3 r;JJJ fI (}JJ IJ 170/J OF ~1~~ Q )J~_o__ ~ PAGE 5 (wI- fl ()n, OF 5 PAGES ~ ~. ~ . " COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ACKNOWLEDGMENT I, LEWIS R. MAURER, testator, whose name is signed to the attached or foregoing instrument, 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 willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. ~t<~Q~ LEWI R. MAURER (SEAL) AFFIDAVIT We, ':Io.Q.~: ~ L. ~o.~ K-e.l( , ~\2..-'n€.. n (\ 19- S , and '\JO~II t-\\\\er , the witnesses, sign our names to this 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 the testator signed willingly and executed it as his free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the testator signed the will as a witness; 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 influenci\J~h ds~ '. L gOA.LeI ~ 1U.Q.u Wit~ Subscribed, sworn to and acknowledged before me by LEWIS R. MAURER, the testator, and subscribed and sworn to before me by Tn ~~ ((... L. \\0.<:" l<~ i l ~~~II ~'\\\Q( , \:'ut \ehe U'I \ (l S , and , the witnesses, this 13th day of April, 1995. #~ c.~~ NOTJ(R PUBL ~ Commission E Noranai Seal Public RosaA. Rod"2uez, N= County Carlis\e~ro.cg~~NOV.8 1997 My CommiSSIOn '-^t" ' . ; Association of Notanes Member, Pennsylvania