HomeMy WebLinkAbout12-26-06
Register of Wills of Cumberland County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Estate of Carol R. Pace
also known as
No. J. \.
619 \\~9
Carol R. Pace
, Deceased
Social Security No. 208-42-6204
Sandra E. Pace, Executrix
Petitioner(s), who isfare 18 years of age or older, apply(ies) for:
(COMPLETE "A" OR "B" BELOW:)
~
A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut rix
Decedent, dated 10/8/1997 and codicil(s) dated
named in the Last Will of the
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 incapacitated:
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8. Grant of Letters of Administration
(c.I.a., d.b.n.c.t.a.: pendente lite, durante absentia; durante minoritate)
Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse
(if any) and heirs:
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in Cumberland
residence at 4 Shoemaker Lane, Silver Spring Township
(list street, number and municipality)
years of age, died December 16 ,2006, at 4 Shoemaker Lane, Mechancisburg, PA
(Location)
C3
County, Pennsylvania, with his/fi~r last familS principal
Name
Relationship
Decedent, then 55
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 ........................................................................................ $
Total ..................................................................................................................... $
18,000.00
150,000.00
16ij., 000.00
Real Estate situated as follows:
4 Shoemaker Lane, Mechanicsburg, PA 17050
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 appropriate form to the undersigned:
Typed or printed name and residence
Sandra E. Pace
1443 Newtown Circle Mechancisbur PA 17050
RW-7
Oath of Personal Representative
Commonwealth of Pennsylvania
County of Cumberland
The Petitioner(s) above-named swear(s) and 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 accordingJo law. <E-
. ~ ktz/rZ.d-<.,- r~
Sworn to and affirmed and subscrrbed '~
andra E. Pace
before me this .;J lc day of
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~~~~
Estate of Carol R. Pace
DECREE OF REGISTER Cumberland County, Pennsylvania
Deceased
No. do. \
()'-Q [\39
also known as
Social Security No: 208-42-6204
Date of Death: 12/16/2006
AND NOW, 2006 , in consideration of the Petition
on the reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters ~ Testamentary 0 of Administration
are hereby granted to Sandra E. Pace
(c.I.a.. d.b.n.c.t; pendente lite; durante absentia; durante minoritate)
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in the above estate and that the instrument(s), if any, dated 10/8/1997
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
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Letters.................................... $
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Short Certificate(s) ~..f;....1..
32.00
5.00
$
$
$
$
$
$
Inventory & Tax Forms............. $
Other . ~~tQm~tj~m .f~~............. $
Renunciation ....,.....................
) .......................
Extra Pages ( )..............
CuJid ........~.I.l\..............
Affidavit (
\S_OD
10.00
JCP Fee .................................
5.00
TOTAL .............................$
,-\;;}1.00
312.00
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Attorney
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Attorney: Jacqueline A. Kelly
1.0. No: 91973
Address: 845 Sir Thomas Court, Suite 12
Harrisburg
Telephone: 717-541-5550
DATE FILED:
PA 17109
H](}.".i';O"i RE\ iifi5
This is to certIfy that the information here given is cOlTectly copied from an original certificate of death duly filed with me as
Local 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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rll05 144 REV 021200&
TYPE I PRINT IN
PERMANENT
BlACK INK 1/30-411
1 Name of Decedent (FITSt, midcJe,last. suffix)
COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH (CORONER)
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Carol
5 Nje (last BRlday)
R
Pace
6 Da\eofBirth Monll,d
7 Birth ace
55
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anuary 10, 1951
Brooklyn NY
8b Coonty of Dedth
8d Facility Name (lfoo{inslifuborT, give street aodnumber}
Cumberland
11 Oetedeofs Usual Ckcu ation KWldofworkdone most of workl ~le_OonotstateretirEtd
Kind ol Work KInd or Business. ( Industry
Registered Nurs Health Care
. 16 Oecedent's Mailing Address (Street. city Ilown. state, zip cod&)
4 Shoemaker Lane
Mechanicsburg PA 17050
18 FaIher's Name (firs!. middle, last suffix)
4 Shoemaker Lane
12 WasDeceder1teverin!he
US Armed Forces?
Dv" IDNO
Decedenfs
ActualResldence 17a State
13 OecedenrsEducalion(Specityonly~ighestgradeCOl1'lpleled)
EIemenIaryISsoondwy(()"2~ ~11-41X5.)
12 2
17b County
PA
Cumberland
14 MMilaI Status, Married, Never Marl'led,
Widowed, Divorced (Specify'
Never Married
[);dCleooMlll
live in a
TownShip?
11c m Yes.Deceden{livedln
17d 0 ~~~;Wld~
Silver SprinQ
Twp
CIty/Soro
19 Mothe(s Name (FIl'St, middle, maider! surname)
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Phili
Pace
Doroth Stahl
2(X). InlormiJlfs Mailing Adlkess (SlIeet, city flown, state. zip code)
1443
21b, Date otDisposition {Monlh, day, yeet)
Conolite Creamator
22c Name aod Address of Fdty
MYERS FUNERAL HOME E MAIN S1 MECHANICSBURG PA 17055
Comple\e IIem5 23a-<: only when certil)'lng
phywao IS not avail~ allirne of death 10
ceruty cause 01 dealh
Items 24-26 must be completed by ~
. '4IIho pronounce; death
23b license Number
23c Date SIgned (Moolh, day, )Eat)
Dun : 25,DateProoouncedDead(Montil,day,yew)
M December 16, 2006
CAUSE OF DEATH (See Instructiona and eumple.)
l!em 27 PART I Enler the Wi!n of e:\@1!:i.dlseases,inlUf1eS,otcompllCalionS-thatdl{ettlycaused!hedealh. 00 NOT enter lenninal events sud'l as cardiac .....est
respiratory aIles1, or venlricular ftrilallOll wilhout showVlglt1e etiology list only one cause on each line
26 Was Case Referred to Medical Exarmner I Coroner for a Reasoo Oltler lhCI'l Crernatbl Of DonaIion?
~v.. 0 No
Appro.QfJlateinleNal
OnselloDeatl
Parlll. Enter olhef ~...1Ultcoodilions COOIntlul!(Qlg, Ql:aIl:1.
but not resul1ing in Ihe undel1ying taJse given in Part I
=~~~S:~~J:~rnse~
Occlusive Coronary Artery Disease
Due to lor iii ill;OOsequence of}
IDDM
28 Dd Tobacco Use Contnbute to Dealh?
DYes 0 Plobably
o No 0 u""""W"
29 It Female
o NOI pregnant wlttlln pasl year
o PregnCWlt at lime of death
o Nol pregnanl, but pregnan4 wrthln 42 days
of""'"
o No! preglldlll, but pregnant "3 days 10 1 'ff!ilI
01 death
o Unltnown II pregnanl Wlllllll the past year
31c Place of fntyry Home, Farm, $lreel. Factory,
Office Building, e<<: (Spec"")
~uenllallY lIsl condltlons, II any,
~nt;l: :OER~~~ ~At~E
(disease or Iflrury thalll1lbatedthl!
evants resulting lf1 death I LAST.
Due to f 01 II iI consequence of)
Due 10 (or .1 iI consequence of)
Dves JjNO
0'" DNo
ii[N~",. 0--
o AcCldeoI 0 Pending Investigation
o Suicide 0 Could Not be OeterrnN'led
32d llllleoflntury
32g Locabon ollnJUfY (Street clly I town, stale)
30a Was an Autopsy
PerfOlmed?
3Cb WefeAu10psyFindings
A~<II~lbIe PIlOI" to Complebon
of C,;,use 01 [)edth?
31 Manntll of Death
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333 eeM_ (check only onel
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~~Ot:U:~~';; ~~;:~~I~::~~ ::nt=:'~,n:n~:c~I~~i~=t~OI~~:::~e~;:~d manner II 'tltid.. _.... _.... _ .. _...... _.. ...... -D
Medical Examiner I Coroner
On the bai. ol.xtmination and I or inv.ltiogiltion, in my opiniOn, death cx;curred II the Um., date, and plIU, Ind due to th. caUIt(I) and 11\MI" al IW,t _
Chief Deputy
Coroner
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33d DiMe Signed (Month, day, year)
December 18, 2006
" N...."t'o"'~ol~':'" '2C'1rJ'"rrr'ifJ'e':"'1:!!n~ f''''D';;'pu ty Coroner
6375 Basehore Road! Suite 1/1
~O()& Mechanicsbur , PA 7050
(See instructions and exa.,:"ples on reverse)
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LAST WILL AND TESTAMENT
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CAROL R. PACE
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I, CAROL R. PACE, now domiciled in Cumberland County, Pennsylvania, declare this to
be my Last Will and Testament. I revoke all other wills and codicils that I may have previously made.
Article I
My just debts and expenses of my last illness, funeral, and administration of my estate shall
be paid by my Executor from the principal of my residuary estate as soon as practicable after my
death.
Article II
All inheritance, estate, and succession taxes (including interest and penalties thereon, but not
including any generation skipping tax) payable by reason of my death shall be paid out of and be
charged generally against the principal of my residuary estate without reimbursement from any
person. This provision is not a waiver of any right which my Executor has to claim reimbursement
for any such taxes which become payable as the result of any property over which I have the power
of appointment.
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Article III
I give, devise and bequeath in accordance with any memorandum which I have either
handwritten or signed, located with my will or with my valuable papers and found within 30 days of
the probate of my will. Gifts may only be to persons who survive me or to organizations which exist
at my death, and if there is a conflict, the memorandum having the latest date shall govern.
Article IV
I give and bequeath all of the IBM stock that I own at the time of my death in equal shares,
to my nephews, MATTHEW P. KAUTZ, of Cumberland County, BRIAN P. PACE, of
Cumberland County, and JACOB A. KAUTZ, of Cumberland County, per stirpes.
Article V
I give and bequeath all of the Disney stock that I own at the time of my death to my nephew,
JACOB A. KAUTZ, per stirpes.
Article VI
I give and bequeath to the CUMBERLAND VALLEY EAGLE FOUNDATION,
EIN #25-1780658, located at 6746 Carlisle Pike, Mechanicsburg, P A 17055, the sum of Ten
Thousand and 00/100 ($10,000.00) Dollars, to be used at their discretion.
Article VII
I give all of the cats that I own at the time of my death to the HELEN O. KRAUS ANIMAL
FOUNDATION, INe., EIN # 23-2214917, located at P.G. Box 311, Mechanicsburg, Pennsylvania,
17055-0311, as the foundation has a "no kill" policy. In the event that the HELEN O. KRAUS
ANIMAL FOUNDATION, INe. accepts all of my cats and provides care for all of my cats, I give
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and bequeath to the HELEN O. KRAUS ANIMAL FOUNDATION, INC., the sum of Five
Thousand and 00/100 ($5,000.00) Dollars.
Article VIII
All the rest, residue and remainder of my estate, of whatsoever nature and wheresoever
situate, I give, devise and bequeath in equal shares to the following: SANDRA E. PACE, of
Cumberland County, Pennsylvania, GLORIA J. KAUTZ, of Cumberland County, Pennsylvania,
MATTHEW P. KAUTZ, of Cumberland County, Pennsylvania, BRIAN P. PACE, of Cumberland
County., Pennsylvania and JACOB A. KAUTZ, of Cumberland County, Pennsylvania. If any of the
named beneficiaries predecease me or fail to survive me by thirty (30) days, I give, devise and
bequeath his or her share to his or her issue who survive me, per stirpes, or if he or she have no issue,
the share(s) are to be added equally to the other shares.
Article IX
Except as otherwise provided in this Will, I have intentionally failed to provide for any other
persons or relatives, whether claiming to be an heir and/or relative of mine or not. Insofar as I have
failed to provide in this Will for any of my relatives, and/or issue now living or later born or adopted,
such failure is intentional and not occasioned by accident or mistake. Specifically, I have failed to
provide for DEANNA MURRAY, STEVE WOLAVER, JR, ANGELA WOLAVER, NICOLE
MURRAY and ARRAY A FICKES.
Article X
If a beneficiary under this Will has not attained the age of twenty-five (25) years, the share
of the beneficiary shall be placed in a separate trust, for the benefit of that beneficiary according to
3
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the terms in Article XI.
Article XI
In the event that a Trust is created by or as a result of any part of this Will, the terms and
conditions of the Trust shall be as follows:
A To expend and apply so much of the net income and so much of the principal of the Trust
as the Trustee shall consider advisable for the support, care and education of the child until the child
attains the age of twenty-five (25) years.
B. Upon attaining the age of twenty-two (22), one-half (112) of the child's share shall be
distributed outright to the child.
C. Upon attaining the age of twenty-five (25), the remaining principal and accumulated
income of the child's share shall be distributed outright to the child.
E. No beneficiary or remainderman of this Trust shall have any right to alienate, encumber,
or hypothecate his or her interest in the principal or income of the Trust in any manner, nor shall any
interest be subject to claims of his or her creditors or liable to attachment, execution, or other
processes oflaw.
Article XII
In order to carry out the purposes of the Trust established by this Will, the Trustee, in addition
to all other powers granted by this will or by law, shall have the following powers over the Trust
estate, subject to any limitations specified elsewhere in this WilL
(a) to retain in the form received and to sell either at public or private sale, any real estate or
personal property except that which I specifically bequeath herein,
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(b) to manage real estate,
(c) to invest and reinvest in all forms of property without being confined to legal investments,
and without regard to the principal of diversification,
(d) to exercise any option or right arising from the ownership of investments,
( e) to compromise claims without court approval and without consent of any beneficiary,
(f) to file any federal income tax return for any year for which I have not filed such return
prior to my death,
(g) to make distributions in cash or in kind, or in both, and to determine the value of any such
property,
(h) to employ any attorney, investment advisor, or other agent deemed necessary by my
Executor; and to pay from my estate reasonable compensation for all their services, and
(I) to conduct along with or with others, any business in which I am engaged in or have an
interest in at the time of my death.
Article XIII
I hereby appoint SANDRA E. PACE as Trustee of Trusts created in this Will for BRIAN
P. PACE. In the event of the renunciation, death, resignation, or inability to act for any reason
whatsoever of SANDRA E. PACE, I nominate and appoint GLORIA J. KAUTZ as the trustee
of any Trust(s) created in this will for BRIAN P. PACE. 1 hereby appoint GLORIA J. KAUTZ
as Trustee of Trusts created in this Will for MATTHEW D. KAUTZ and JACOB A KAUTZ. In
the event of the renunciation, death, resignation, or inability to act for any reason whatsoever of
GLORIA J. KAUTZ, 1 nominate and appoint SANDRA E. PACE as the trustee of any Trust(s)
5
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created in this will for MATTHEW D. KAUTZ and JACOB A KAUTZ.
Article XIV
I nominate, constitute, and appoint SANDRA E. PACE, of Cumberland County,
Pennsylvania, and GLORIA J. KAUTZ, of Cumberland County, or the survivor of them, as Co-
Executrix's of my Last Will and Testament. I direct that my Executrix's or successor Executrix be
permitted to serve without bond and in addition to those powers granted by law, I grant them power
to sell both real and personal property, at private or public sale, to invest cash without being limited
to statutory investments, to distribute in cash or in kind in like or in unlike shares and to file any
qualified disclaimer I could have filed if living. My Executrix shall receive reasonable compensation
for services rendered to my estate.
Article XV
In addition to the powers conferred by law, I authorize my Executrix, in her/their absolute
discretion:
(a) to retain in the form received and to sell either at public or private sale, any real estate or
personal property except that which I specifically bequeath he/she herein,
(b) to manage real estate,
( c) to invest and reinvest in all forms of property without being confined to legal investments,
and without regard to the principal of diversification,
(d) to exercise any option or right arising from the ownership of investments,
6
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( e) to compromise claims without court approval and without consent of any beneficiary,
(f) to file any federal income tax return for any year for which I have not filed such return
prior to my death,
(g) to make distributions in cash or in kind, or in both, and to determine the value of any such
property,
(h) to employ any attorney, investment advisor, or other agent deemed necessary by my
Executor; and to pay from my estate reasonable compensation for all their services, and
(i) to conduct alone or with others, any business in which I am engaged in, or have an interest
in at time of my death.
IN WITNESS WHEREOF, I, CAROL R. PACE, hereby set my hand to this my Last Will
and Testament on this ~ day of October, 1997, at Harrisburg, Pennsylvania.
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CAROL R. PACE
In our presence, the above-named CAROL R. PACE signed this and declared this to be her
Last Will and now at her request, in her presence, and in the presence of each other, we sign as
witnesses.
Name
Address
~bll Ot.rrh\ler
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gl/5 ,<)1 (-rhOMttS t--J. ~ 11 Lt1j
f'tf~ L~d-WA, d/7/-'1
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I, CAROL R. PACE, Testatrix, who signed the foregoing instrument, having been duly
qualified according to law, acknowledge that I signed and executed this instrument as my Will, and
that I signed it willingly as my free and voluntary act for the purposes therein expressed.
Sworn to or affirmed and
acknowledged before me by
CAROL R. PACE, the Testatrix,
this ~-") day of October, 1997.
~~~~
N t ry PublIc
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CAROL R. PACE
H01'AIlW. seAL
JAN L IROWN. Notary Public:
.... Paxton Twp., Dauphin Co., PI.
11ft (,onvalalon expires March 20. 2000
We, the undersigned witnesses who signed the foregoing instrument, being duly qualified
according to law, depose and say that we were present and saw the Testatrix sign and execute this
instrument as her Will; that she signed and executed it willingly as her free and voluntary act for the
purposes therein expressed; that each of us in her sight and hearing signed the Will as witnesses, and
that to the best of our knowledge, that she was at that time eighteen (18) years or more of age, of
sound mind, and under no constraint or undue influence.
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witnesses, his__
day of October, 1997.
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.IAN HOrAlrAl SIAl
.... ':;I~ Notcwy MIre
~m~. ~'..Daupltln W.,'A
Morell 20, ..
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Register of Wills, Cumberland County
RENUNCIATION
Estate of Carol R. Pace
No.
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also known as
Carol R. Pace
, Deceased
The undersigned, Gloria J. Kautz (sister and Co-Executrix)
(Relationship) (Capacity)
of
the above Decedent, hereby renounce(s) the right to administer the estate and respectfully request(s) that
Letters Testamentary be issued to Sandra E. Pace
Witness my
hand this 21 day of December 2006
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138 N. Middlesex Road .
Carlisle
PA 17013
(Address)
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(Signature and seal of Notary or other
official qualified to administer oaths. Show
date of expiration of Notary's commission.)
NOTE: Renunciations executed outside the Office of Register of Wills are
required in some counties to be notarized.
RW-3
COMMONWEALTH Of PENNSYlVANIA
NOTARIAL SEAL
JACQUElINE A. KELLY, NOTARY PUBUC
lDWER PAXTON TWP., DAUPHIN COUNlY
MY COMMISSlON EXPIRES DEC. 17,2007