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HomeMy WebLinkAbout02-26-07 PETITION FOR PROBATE and GRANT OF LETTERS No. cJl-O-l-/~Ol To: Estate of Frank E. Williamson also known as Register of Wills for the , Deceased. County of Cumberland in the Social Security No. 168-12-8966 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older and the execut or named in the last will of the above decedent, dated Aua ust 1 O. 1999 and codicil(s) dated Dorine C. Williamson died on July 27,2006. (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decedent was domiciled at death in Cumberland County, Pennsylvania, with h is last family or principal residence at 1000 Claremont Road. Carlisle. PA 17013 (list street, number and municipality) Decedent, then 86 years of age, died 2/11/2007 at Claremont Nursina and Rehab Center. Carlisle. PA 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: 2 Lantern Lane, Camp,Hill, Pennsylvania 17011 $ $ $ $ 177.000.00 WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamentarv (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) fuereo~ ~ '/1 i _ r k E. W Ii mson, Jr. o Vl c:l::'t:' o ~ 1=: 1=: 0 ~'':: 3'~ og. "'... a 0 '" 1=: bO i:ii 357 Old Stage Road Lewisberrv PA 17339 :2 ~;:O :. ::0 ')-:;7 ~3 ~~ f; ; <? :-:.:J ;....-., .{~"~ , 'J --1 r-..:, --::> c::;:) -.I "Tl ", co N Ol .....1.J I'll C") :.:) -, :':0 i ',-'J " ~:9 C) .ij ~~:~~::~ ;:Ti -0 ""':f" I)? U1 Wi OATH OF PERSONAL REPRESENTATIVE COMMON.WEALTHOFPENNSYLVANIA} ss COU~TY 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 ) and that as personal represen- tative(s) ofthe above decedent petitioner(s) will well and tru ad ister the estate according to law. {x ~ OQ' ;:t tl ~ ~ ~ No. CJ/..t)i-1 r;) Estate of Frank E. Williamson , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW ~. , in consideration of the petition on the reverse side hereof, satisfactory pr f having been presented before me, IT IS DECREED that the instrument(s) dated 8/10/1999 described therein be admitted to probate and filed of record as the last will of Frank E. Williamson and Letters T estamentarv are hereby granted to Frank E. Williamson, Jr. FEES Probate, Letters, Etc. . . . . $ :J...tI) · c..J:J Short Certificates ( )...... $ bl. aD R9Rli..",;..t;v<1.\J.)\ \\. . . . . . . . $ IS .(1) ...)<...P. I L- ,,..,,, ~ G..u::hPlv\i'A: ~,\~ $ ~. (I """ Filed. .<9-/~IC11TOTAL:-:-:-. $ .~'<lO Amy M. Moya 91402 ATTORNEY (Sup. Ct. J.D. No.) 4811 Jonestown Road, Ste 226 Harrisbura PA 17109 ADDRESS 717 -652-7323 PHONE (') c -~~~ ; :::r CJ ;2;~ -.} r) -. ;,)0 ~ -<?=-_ -r1 '55 :~:; --J j.> I'-.:J ~ c:::> ....., ..." fTI co N 0'1 -0 ~ ....... ~ U1 (..) C~) .,../ ~. ;Q ;'"Tl ]05.~05 Rl:::V 1/05 This is to certify that the information here given is correctly 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. ~..~~ Local Registrar Fee for this certificate, $6.00 Date FEB 1 4 2007 No. o <;;0 ::;-:; ::D J-O _~IQ ~~~ (./)7 ("")0 --) (.")-'n -)C ::D ~~ --{ I REV 11I20OI I PMn" IN MNIEIfT ICKIII< COMMONWEALTH OFPENNSYLVANlA. DEPARTMENT OF HEALTH' VITAL RECORDS CERTIFICATE OF DEATH (See lnatructlonunchumplu on reverse) l"...;) c:::;l c:::;) ......, ..." rr1 t::::) N en -0 :x N .. c.J1 W STATE FILE NUMllER 4. lloIo rJ Dodl (IlcrlIIl. day..YM'l Feb. 11, 2007 1. _ iI o..donl{fnl. -...... dx) Frank E. Williamson 5. Age (LIIl1Mlday) 86 Y11. e. 0IiIt 01 M une 25,1920 7. ... _ ar 811. CoIIIly 01 DooIh Cumberland 8cI. FII!:!Iy -{If nGl inIIIIIIOI\,."..... ... rlml8Il laremontNursing & Rehab _01 ".Donol_ lCi\dcl__,1IOJRy Manaer AMP II. O8cIdInI'&/oIIIIIIg_ (Slroel, tIIly ,-' ..., zIp-) 1000 claremont Rd. w f:.~ 17c.x:JYIo~~InM;nnlA~AY TOlWlIIIip? 17d. 0 No:~ ~ wIIhIn AIUI ~ cI DecodIit. AIUI RoIidonco 17L _ 1) Jl. 17b.C0lI1Iy Cumber land 18......... _ (RnI. - - ~ Marguerite Greenfield D. ~MIj!Ing ~ (snot,'" ,-. .....lip eodo) 57 010 Stage Rd.Lewisberry,PA 21L MoIhad at--. iii 8lMlII O. RomovIIIrorn SlIII o &T.r. SpIQI'y. 2l!IL~. F-"' .. . ~ _ 23K only..... cdJlng ..".... II nol ........ 01... at ..... 10 ..w,_at ..." _ 24-211'" b8~ bV '*""" 0IlI0~_ 21c. PIoce cI ~ (_ 01 cemoleIy. ....-y ar _ plICI) Rolling 'Green Mem. Park M:iS::i:::~FH&CS Inc. 324 Hummel 21d. l.oceIion (CIy I town, _lip code) Camp Hill, PA 17339 T"". CIlyIIlolO 23c. 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I ony, to _lIIod CIIlh L I!I1Ior UIaIlLYIIIGtAIIllE =-~~ 'P(l"'~ U'" EO DuaIo(ar...~DI): b. OuoIo(ClfllO.~DI): $-r1l.0~ ~"..'hIEI"'~'} 1>2- H'('~lIUStM c. DuaIo(Clf"'~ol); d. 32g. location cllrfJIy (SbaoI. city 11Ilwn, ..II) 3lIa._..~ l'ollamlCl D. _~ AlIIngI AoaIIIIIo PIlar 10 ~ 01 CauIool ~ 31. ,..... 01 0eaII 0' NanI 0 Ibni:Ido o - 0 PIncInQ InWItIgoIIon o Suicido 0 Could Halbo lloIon1N:I oYlo ~ 32d. TImo of "*'" oYao oNo 0I0p0aIticn Permft No. 29. " FomoII: o Not PlIlJlInl.... paat yoar o PNf'lI/llIt Ilma of dIOIll o Not IJIOllfIII1l W ~.... 42 dIya oidia.. o Notpllglllfll,W~43doyslolyoar _dIOIll o t-.. pnpnt_ tht pili yoar 32c.==~_.FIICIory, Af 17() ",~ c:\Core1\Suitee\~oc~\estates\Wi11iamson\Frank-wi11.wpd . . ~ugust 9, 1999 . . LAST WILL AND TESTAMENT OF o (- -::;;;0 ;, ;30 ''-::;:r-- ,'? rTl . ~~) ~~~ /"-.) (~) c::> -..I -" f7l co N Cl FRANK E. WILLIAMSON ( ~~ (:~ ~-~ -G ,........ --- .1:::n !\_,,) :. r:J :'::1 .J> en I, FRANK E. WILLIAMSON, of Lower Allen Township, Cumberland ~nty, Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this for and as my Last Will and Testament hereby revoking any and all Wills or Codicils by me at any time heretofore made. I hereby declare that I am married to DORINE C. WILLIAMSON, my beloved wife, and I have one (1) son, FRANK E. WILLIAMSON, JR. ITEM I - I direct my Executrix, hereinafter named, to pay all my just and lawful debts and funeral expenses out of my personal estate as soon after my decease as is convenient. ITEM II - All the rest, residue and remainder of my Estate, real, personal, and mixed, I give, devise and bequeath, to my wife, DORINE C. WILLIAMSON. ITEM ill- If my wife should predecease me, then I give, devise and bequeath all the rest, residue and remainder of my Estate, real, personal and mixed, to my son, FRANK E. WILLIAMSON, JR. Initials r-- Page 1 of8 ::- c:\Corel\Suit.8\~oc.\e8tates\Williamson\Prank-will.wpd . . " .. August 9, 1999 . ITEM IV - If my son should predecease me, then I give, devise and bequeath all the rest, residue and remainder of my Estate, real, personal and mixed, to my Trustee, IN TRUST, for the then living issue of my son, FRANK E. WILLIAMSON, JR. ITEM V - I direct my Trustee, for the Trust of said child or children, to hold, invest, and reinvest the rest, residue and remainder of my estate which is distributed into this Trust, and after paying all the expenses necessary or incidental to the management of the Trust, to pay over or to apply such part or parts of the income and/or principal as in my Trustee's sole discretion, may be necessary or advisable for the maintenance, education, support, health and welfare, of said child or children, as follows: (a) Until said child or oldest of said chilren reaches the age of twenty-two (22) years, the Trustee shall pay to or apply for the benefit of said child or children, in monthly or other convenient installments, so much of the net income, up to the whole thereof, as the Trustee in its discretion deems advisable for proper maintenance, support, health, education and welfare. At the end of each year, the Trustee shall accumulate and add the remaining net income to the principal. In the event that the income shall be insufficient to provide said child or children with adequate maintenance, support, health, education and welfare, the Trustee may invade the principal of this Trust for these purposes. Initials ~ Pa~ 2 of8 c:\Corel\Suit.8\~OC~~.tate8\William8on\Frank-will.wpd " AugU8t 9, 1999 (b) After each child attains the age of twenty-two (22) years, said child shall receive the net income from his or her Trust, at least quarter annually. The Trustee shall continue to have sole discretion with respect to the application of principal for said child t s maintenance, sUpPOrt, education, health and welfare. Upon attaining the age of twenty-two (22) years, the Trustee shall distribute one- third (1/3) of the balance of the principal in the Trust to said child. (c) Upon attaining the age of twenty-five (25) years, the Trustee shall distribute one-half (112) of the balance of the principal in the Trust to said child. (d) At the time said child attains the age of twenty-eight (28) years, the remaining balance of principal and interest of said child t s Trust shall be paid to him or her and said child I s Trust shall terminate. (e) If said child, should predecease me or die during the term of said child's TRUST, then I give, devise and bequeath the rest, residue and remainder of my Estate or the remaining balance of principal and interest in his or her TRUST to my daughter-in-law, KELLI C. WILLIAMSON. Initials ~ P~e 3 ofS c:\Corel\Suit.8\'~oc~~states\Williamson\Frank-will.wpd . August 9, 1999 . . . ITEM VI - If my daughter-in-law should predecease me, then I give, devise and bequeath all the rest, residue and remainder of my Estate, real, personal and mixed, as follows: A. One-half (~) of the rest, residue and remainder of my Estate, real, personal and mixed to AMY WILLIAMSON HECKERT and JULIE WILLIAMSON, per stirpes. B. One-half(~) of the rest, residue and remainder of my Estate, real, personal and mixed to TERI LONG, DEBI McDADE AND EDMUND R. SHEMANSKI, ITI, per stirpes. ITEM vn - The term "education" includes both college and post-graduate study at any accredited institution of the beneficiary's choice as well as trade schools, vocational schools, technical schools, etc., for any period of time that in the judgment of the Trustee is advantageous to the beneficiary; the Trustee shall provide adequate amounts for all related living and travel expenses of the beneficiary within reasonable limits. ITEM VITI - No beneficiary or remainderman of the trust shall have any right or power, except as otherwise specified, to sell, transfer, assign, pledge, mortgage, alienate or hypothecate his or her interest in the princiPal or income of the trust estate in any manner whatsoever. To the fullest extent of the law, the interest of each and every beneficiary and remainderman shall not be subject to the claims for any of his or her creditors or liable to attachment, execution, bankruptcy Initials ~ Page 4 of8 c:\Corel\SuitegX~oe.~estates\Williamson\Frank-will.wpd August 9, 1999 proceedings, or any other legal process. The trustee shall pay, disburse, and distribute principal and income of the trust estate only in the manner provided for in this Will and not on any attempted transfer or assignment, whether oral or written, of any beneficiary or remainderman, nor by operation of law. ITEM IX - All federal, state and other death taxes, payable because of my death with respect to the property forming my gross estate for tax purposes, whether or not passing under this Will, including any interest or penalty imposed in connection with such tax, shall be considered part of the expenses of the administration of my estate and shall be paid from my estate without apportionment or right of reimbursement. All such taxes on present or future interests shall be paid at such time or times as my Executor may think proper, regardless of whether such taxes are then due. ITEM X - My Executrix, appointed under this will shall have the following powers: A. To retain any or all assets of my estate, real or personal, without regard to any principle of diversification, risk, or productivity. B. To invest in all forms of property, including stocks, common trust funds and mortgage investment funds, without restriction to investment authorized for Pennsylvania fiduciaries as they deem proper, without regard to any principle of diversification, risk, or productivity. Initials tf:-: Page 5 of8 c:\Corel\Suiteg~~oe.~estates\Williamson\Frank-will.wpd August 9, 1999 . C. To sell at public or private sale, to exchange or to lease, for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms and conditions as they deem proper. D. To borrow money from any person or institution including my Executrix and to mortgage or pledge any or all real or personal property as my Executor in his sole discretion shall choose, without regard for the dispositive provisions of this instrument. E. To compromise any claim or controversy. F. To exercise any option, right or privilege granted in insurance policies or in other investments. ITEM XI - I nominate and appoint my wife, DORINE C. WILLIAMSON as the Executrix of this, my Last Wtll and Testament. If my wife predeceases me or is unable to serve as such, then I nominate and appoint my son, FRANK E. WILLIAMSON, JR., as the Successor Executor of this, my Last Will and Testament. Initials ~ P~60f8 c:\Corel\Suite8\~oe.)estates\Williamson\Frank-will.wpd .. Angust 9, 1999 , ITEM XII - I nominate and appoint my daughter-in-law, KELLI C. Wll..LIAMSON, as the Trustee of this, my Last Will and Testament for the Trust of the then living issue of my son, FRANK E. Wll.LIAMSON, JR.. If my daughter-in-law predeceases me or is unable to serve as such, then I nominate and appoint ALLFIRST BANK, as the Successor Trustee of this, my Last Will and Testament. ITEM XIII - No bond or other security shall be required of the Executrix appointed in this Will. IN WITNESS WHEREOF, I have hereunto set my hand and seal this -----P1cJ.4 J- · 1999. .H /0 day of ~.~~ L: ~i!d.~~./ FRANK E. WILLIAMSON (SEAL) residing at _~ )f / )1 ;J- cJo.c3JI- ~niNrcj residing at 0h1lf ;tlL ~ Initials .I'-- Page 7 of8 c:\Corel\Suite8\~oc.~e8tate8\William8on\Frank-will.wpd . ~gu8t 9, 1999 . COMMONWEALTH OF PENNSYLVANIA 58. COUNTY OF CUMBERLAND WE,FRANKE.WILLIAMSON, Jl"tkri RUff . and zY,j! (p 41Ul.SJ rtd . the TESTATOR and WITNESSES have signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Last Will and Testament and that he had signed willingly (or willingly directed another to sign for him), and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the Will as witness and to the best of his or her knowledge the Testator was at that time eighteen (18) years of age or older, of sound mind, and under no constraint or undue influence. &J ~ 1J/Q-6~ FRANK E. WILLIAMSON, Testator Subscribed, ~om to, and acknowledged before me ~~~UAMSON' the T:r::~an~bSCnbed and swom to before ~ by I tJf ' and l1f- n.,J'd r{r i.. -! witneSJ/tfi-, this II> day of . . 1999. , ~ h 1 w-J. 1-. /l.... C). -1~.Jot 1I.>J Notary Public NOTARIAL SEAL BARBARA J. KOCHER, Notary Public Camp Hill Bora, Cumberland County M Commission Ex 'res Oct 22. 2001