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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: o 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 ~OX"~ ~Ol.p ~~~~ 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) {'--"" t;:~~' (.;::~.") cr" (,e..._", frl tJ ,; r".'.... ,. ) .Q - ~".,,~ . >_..:~ '--~:; 'j(~:' " , ,\ -.'--1 J ,. .\. .,__~ I-r:~ N 0.', 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 3lJJoO -26&.00- Letters.................................... $ I' 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 RW-7A ~ ) (," ......... ~ C5 " . . '-FI - i~i~~ ) ~ 1 ~~ ' 1JJ (reV LiLr); , I 'J I~: l~ ?( i Attorney v 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. ,{;'iif'~(~~OYPf;A li.,......\,,/~-~.,'~:~ .\,\ """"''/ <'<1'. "", ,,- <i$' , ~ - '~\:::t!#~/ ~~. \~~ ,'~ :e;/. ...: - '.Y~ i~~i - .~" :~~ \~ c.J \. _ . '." r _ ,.:)::.. $ :.t * 0;- ._'. .~_~_: <.,- -)/ * \~ ~~~," . /~~{ ~}fllr~-. /~~\:,.\\.y .~;,"fNl \L,,,c'~ ~ Fee for this certiticalc. S6.00 P 13215455 g .L<-e......., 1 f.,,:..(.-, Date I~ J ~CLl(~ \:) LJ) Q ~ ~.~~:) ~ C:J (,:;::.:;) 0""1 C) ~ C"J N 01 d\ \ \~~ 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) ::J"::t c") -T~ 3: Carol 5 Nje (last BRlday) R Pace 6 Da\eofBirth Monll,d 7 Birth ace 55 v" 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) n w ~ " ~ 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 M 333 eeM_ (check only onel ~::::::~~~;:;.~ :.~~y:~:: :~:(:~~~u:~le~:;:~a~~:p;=~~ ~~~ ~~ :-:~~_Il~~ 2~1_ _ _ _ _ _........ _.. _.... _......D .,. ~~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 I . 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) ~ ~ :s LAST WILL AND TESTAMENT c-~ OF : ~:' ~7.1 .J (-.) f''-' C> ..-' ) CAROL R. PACE ,.""- , , 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. '_:' o df 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 2 eft 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 ~ 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, 4 cJi (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 J1 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 rl ( 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. ~ If. ;/~ - 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 &~;rfl~ gl/5 ,<)1 (-rhOMttS t--J. ~ 11 Lt1j f'tf~ L~d-WA, d/7/-'1 7 cJi 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 ~ ;( ;?~ 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. ,q f\ l~_lf L witnesses, his__ day of October, 1997. ~p~ ~ .IAN HOrAlrAl SIAl .... ':;I~ Notcwy MIre ~m~. ~'..Daupltln W.,'A Morell 20, .. 8 ('~ Register of Wills, Cumberland County RENUNCIATION Estate of Carol R. Pace No. d.\ DLe> \I~CJ 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 i,.fJ. . /1 /), -I- ' >..-j'L()t.(t}'1' ! \/iA)./(,) (J () (Signature) 138 N. Middlesex Road . Carlisle PA 17013 (Address) (Signature) (Address) (Signature) (Address) day of () -:.~~ ;--...:> = '.:::::') CI'"' CJ i--r"1 tJ N 0', ;:D' ~ ...... ) :.. .) . .'-1 - - TJ . () r~l C5 .s::- o (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