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.)
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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.
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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
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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.
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Local Registrar
Fee for this certificate, $6.00
Date
FEB 1 4 2007
No.
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MNIEIfT
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COMMONWEALTH OFPENNSYLVANlA. DEPARTMENT OF HEALTH' VITAL RECORDS
CERTIFICATE OF DEATH
(See lnatructlonunchumplu on reverse)
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STATE FILE NUMllER
4. lloIo rJ Dodl (IlcrlIIl. day..YM'l
Feb. 11, 2007
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Frank E. Williamson
5. Age (LIIl1Mlday)
86
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57 010 Stage Rd.Lewisberry,PA
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~ugust 9, 1999
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LAST WILL AND TESTAMENT
OF
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FRANK E. WILLIAMSON
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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.
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August 9, 1999
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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 ~
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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 ~
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c:\Corel\Suit.8\'~oc~~states\Williamson\Frank-will.wpd
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August 9, 1999
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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
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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.
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c:\Corel\Suiteg~~oe.~estates\Williamson\Frank-will.wpd
August 9, 1999
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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.
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Angust 9, 1999
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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 ~
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~gu8t 9, 1999
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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.
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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