HomeMy WebLinkAbout94-00914
1/
Estale of_~dnlt't__ !.'nn~.ML[ltn~ u__...
also knoll''' (/.~ ___.._.n_~'I.H.L. ....._..__u.
PETITION J.<'OR PROnATE and ORANT 01.<' tETTERS
No, ._ ..c;2/ :-:rtf~1'..l'i-.._._.-
To:
______...._.. RcglslCI o\' Wills for tlte
--:-:--;;~':;"----145~ 26'. f3'Slt\('{l, County of..C.ut16IR\.1'IND_. In the
Sodal SC(/1fI1,1 No, ........._._... ..'.___.._._u.__'__... COll1l11ouwelllth of I'cunsylvlInlll
Thc petition of the undcrsigncd rcspcctfully reprcSl'llls lhltl:
Your pctilioner(s), who is/urc 1M ycurs of IIge or older IInlhc cxecul..Qr_..____nn.._____._.__ named
In thc IlIst will of thc IIhovc decc'dcnt, dlltcd _..___.3.<>... 5.~F..----.-.-----._.u--._-----, 19-'l~
IInd eodlell(s) dntcd_. ..__u.._._ .____......___..__._ _._____ _____.....__.___m___________
.-.---.---,---.. .._-.-- --_.._~_._--_..... ---........-......-.. --.. .---..- _.._----------_...-----_..._-~~----
_~______u__.___.__... .n.~._.__n..._... ..... -_. ...... .-. ,,--"---""--'---' -,-, ,--_. - ..---..
__._.__._,_...._u..____._..._____ _.. ..... . .,.._._.. --....--... ---".. -'-' -... ..,. -....-.-.. ---,-_.. .,' ... - ---,-.--
(~IUIl' rdC\'lllll drl'lllmllllll.'l''i, l'.Il. rCllundlltl\lll, ~!cl\lh of C~Ct'lIl(lrl Ch.',)
. Deccndent was domiciled lit dCllth in_ CV..1.bc.d'I!1d._ __ _ n' ....._.. County, I'cnn5ylvanla, with
h~L._. IlIst fllmlly or principal rcsldcllcc, lit ..__ur_.__,f.tr:.Ii'l"."l.__.__I)r~
___.__.nn..___.____u__ J2.oiule_. __.EIT. .___.OIJ.rL,__~_____._____
Oht ~IICl.t, 1I11111hcr .llHllllundl1illilY)
Decende,nt, then ...._ft.? ~.... YCllrs of,lIgc, dicd.. .IJ:J.._':::. -f ':'!?!~, 19-2.:i_,
nt_!L.t~.ll~-"!:._L_.6.L".,,,\I._ ../j..,I(!~1'l" .'. ..___ _. .._ . u .__ ..._m______ '
(l,xecptlls follows, dccedcnt did lIolmllrry, WIlS 1101 divorccd alld did not hllvc II child born or adopted
after cxcclltlon of thc willoffcrcd for prohlltc; was lIolthc victim of II kllllllg lInd WllS never ndjlldlealed
IlIcompetcllt: ...___ ....__.__._ ._m... ._u_" _ .... u u......._ _..__....._.___,_u__.__.
Deccndent lit dCllth owncd propl'r1y with cslimlllcd vlllucs liS follows:
(If domlellcd in I'll,) Allllcrsonlll propcrty
(If lIot domicilcd in Pa,) Pcrsonal propcrty ill I'C'llIIsylvlIllill
(If lIot domiciled III I'll,) Personlll propcrty in COUIIlY
Vuluc of real cSllllC ill I'cnnsvlvlInlu '
~~~:.~~s_. follo~V~:_~=~==_=~_:::-::t1.~~JTe_::!:!_~2.r1=:::=_f!!O I ~~.-
$ _....2~~(1 , ,,<' ,)
$-- ------
L_
$
'!". "/'('
.
___..._...__._....._.___.....d..___...___..__________...._._.-.,-~~.,.--..~--
WHEREFORE, pctitioncr(s) rcspcctflllly rcqucst(s) thc prohlltc of thc last will and codlell(s)
presellled herewith lIud thc grullt (If lellers__..___ .___._.____n______
(lY~llIl1I(:lIll1f)'; ndlll1111~1(1I11{l1l1'.I.n.: ildll1llll~lrllllulI d.h,n,c.I.a,)
theron.
~ ::2~' .Gb.___
~ .;:,,: .- ,.~~v-:
~~ - - -~, - -=e~~=E= _n
19 ~ --------~~--- -..-
';;~ ______..__..__________._.____m._. ___._.
~'o -----.--.--.---..--------.-----..
a
iii
, c ~
ludl,,,,.,e o>r. I,YI I r:
trJ ,C,...s.....,,"l"!=I-
_ 'Z.n:),-~;;:;;;-!'.~-.If -~-..,...
.n(;:.,,,.ltih--EIT__ClP I ..;
---...-.----------------
-~-_.~---_._~----------
._._---_.-.---_..-_.~--_...- ------~...- -.-.--.-....-.. .-,--.--..- ...-.
__..__n_._m._._.__.__._____.____________._._"__._..__._...-..----.-...-..... -- --.- . .-..- -.
OATH 01.<' PERSONAL RJ.<:lJRESENTATIVE
COMMONWEAI.TII OF I'ENNS\'I.V ANIA t HH
COUNTY 01' _~v d_y.J'.!.~_l__.________ .
The pctitioncr(s) l',hovc.nnllled swear(s) or al'finn(s) thatthc statcmcllls Inthc foregoing pellllon are
truc IInd concctlo the hcsl of thc knowlcdgc and hellcl' of pClitloner(s) IInd Ihal as persllnlll repre5en.
1IIIIvc(s) of Ihe ahovc cll'ccdcnt pClilioncr(q will weiland truly adllllulster)hL~s~rdlng tlllaw,
Sworn tll 01 allirlllcd und suhscrihcd ~-~~~, * .
hel'nrc IIlC liDs _ I ~ _ dll> of ;,.;-;:'. _ ~ _n I ~'
_ i~ >>~ ~/~ ~
. .. _. I"~ ./ -- I~I . - -- _.1.1 - -: --- - E1
7/f.<Ll::J'C 1 (..1 fLL'~'/- _7":4 L -- _m_____ -- ~
14 _ (-;)/,/3 ,r.;^V C. LEWIS HI'RI\/(' ( (J -- - . -. __n_on__ --- ~
'\'
, ,
, I
\.
, ,
i"'"
,
. ,
, 1-',
, ,,"I
,j,
"
i ,/ ,
,
LAST WILL AND TESTAMENT
, ' , OF
EDNA J. SMITH
, I, BDNp, J SMITH, of South Middleton Township (Mailing Address: 135 Strayer Drive,
Carlisle, PA 17013), Cumberland County, Pennsylvania, being of sound and dIsposing mI"d,
. 'memory and understanding, do hereby make, publish and declare this as and for my Last Will and
Testament, hereby revoking and making void any and all Wills and Codicils heretofore made.
1. I direct my hereinafter named personal representative to pay all of my just debts and
funeral expenses as soon after my death as may be found convenient to do so.
. 2, I give, devise and bequeath to my husband, W. Carl Smith, his heirs and assigns,
provided he shatlsurvlve me by a period of ninety (90) days, all tangible personal property which I
., may own at the time of my death Including articles of personal use and adornment and any ,
automobile which I may own at the time of my death. Nearly all of the tangible personal property
In which I have any Interest Is actually owned jointly by my husband and me as tenants by the
entirety.
3. AII of the rest, residue and remalnrler of my estate. real, personal and mixed and
wheresoever the same may be situate, I give, devise and bequeath to my Trustee or Trustr.es as
hereinafter set forth, to receive and Invest the same which shall be held, administered and disposed
of as follows:
a. Beginning with the date of my death, the Trustee shall pay to or for the benefit of .
my husband, W. Carl Smith, all of the Income arising therefrom at regular Intervals at least ..
annually and continuing so long a~ he shallllve.
b. Upon the death of my husband, W, Carl Smlth,lf he shall survive me, or upon
my death If he shall not survive me, the Trustee shall distribute said trust as follows:
(I) Sixty-five (65%) percent of the principal and anr accumulated
undistributed Income to my son, William C. Smith, Jr., should he survIve me and my husband,
but Ifhe should fall to so survive me and my husband, then his sixty-five (65%) percent share
shall not automatlcally be paid to his issue, nor shalllt lapse, but rather it shall be paid to his estate
1 to be distributed pursuant to his Last Will and Testament or, if he shall have died without leaving a
Last WIl1 and Testament, to be distributed to his heirs at law as If he had died on the latter of the
(' I date of my death or the date of the death of my husband.
~ (2) Twenty (20%) percent of the principal and any accumulated undistributed
, . Income to my grandson, Carl F. Smith. should he survive me and my husband, but if he should
"~". ~' . fall to so survive me and my husband, then his twenty (20%) percent share shall not automatically
,) be paid to his Issue, nor shalllt lapse, but rather it shall be paid to his estate to be distributed
d pursuant to his Last Will and Testament or, ifhe shall have died without leaving a Last WIl1 and
. . Testament, to be distributed to his heirs at law as If he had died on the latter of the date of my death
. ~ or the date of the death of my husband. '
d ..) (3) Ten (10%) percent to my granddaughter, Mlchelle A. Smith McFarling,
3\ provided that she shall survive both ,my husband and me, Ifmy said granddaughter, Mlchelle A,
, \\ Smith McFarling, should fall to survive both my husband and me, with or without Issue, her share
~l\' shall lapse and shall be distributed pursuant to the remaining subparagraphs of this paragraph 3(b)
'>:\' of this my Last Will and Testament.
(4) Five (5%) percent to my grandson, Dllvid A. Smith, provided that he shall
. . survive both my husband and me. If my said grandson, David A, Smith, should fall to survive
both my husband and me, with or without Issue, his share shall lapse and shall be distributed
pursuant to the remaining subplll'agraphs of this paragl'aph 3(b) of this my Last Will and
TeSlarnent.
, .
4. I hereby nominate. constitute and appoint my said husband, W, Carl Smith, and my
son, William C. Smith, Jr., or the survivor of them, as Trustees, but should both of them fall to .
survive me or cease serving as such, then In such event, I nominate, constitute and appoint
Farmers Trust Company, and Its successors, 1 West High Streetj Carlisle, Pennsylvania, as
alternate or successor Trustee,
Pnge 1 of 3
,
;' t
l'
I'
I'
., .
" . ..1
{J1
~
.." i\
'-I
.~
\;~.
j
'\;\
~G
. ,
. ,
5. I h~reby nominate, constitute and appoint my said husband, W, Carl Smith and my
. son, WIlliam C. Smith. Jr., or the survivor of them. as Executors of this my Last Will and
Testament, but should both of them fail to qualify or cease serving as such. then in such event. I
nominate, constitute and appoint Farmers Trust Company. and Its successors, I West High Street,
Carlisle, Pennsylvania, as alternate or successor Executor. and I funher direct that none of them
shaU be required to post any bond to secure the faithful performance of his, her /,)1' lis duties In the
Commonwealth of Pennsylvania or in any other Jurisdiction,
6. In addition to the powers confelTed by law. my hereinbefore named Executors and
Trustees are empowered to:
a. To Invest any part of the trust corpus in such securities, Investments, or
other property as may be deemed advisable and proper, Irrespective of whether the
same are authorized for the Investment of trust funds under the laws of any governing
jurisdlcllon.
b. With respect to any corporation, the slocks, bonds, or other securities of
which may be hcld, to vote In person or by proxy on any shares of stock; to consent to
the merger, consolidation or reorganization of such corporations; to consent to the
leasing, mongaging or f;llle of the propeny of any such corporations; to make any
sUlTender, exchange or substitutIon of such stocks, bonds or other securities as an
incident 10 the merger. consolidation or reorganization of such corporations; to pay all
assessments, subscriptions and other sums of money which may be deemed wise and
expedient for the protection and maintenance of the proportionate interest of the
Investment In such corporations: to exercise any option or privilege which may be
conferred upon the holders of such stocks, bonds, or other securities of such
corporations either for the conversion of the same Into other securities or for the
purchase of additional securities, and to make any and all necessary payments which
may be required in connection therewith: and generally to have and exercise as to all
such stocks, bonds and other securities, the powers of an individual owner who Is
under trust obligation,
c. To hold the trust corpus In one or more consolidated funds In which
separate shares shall have undivided Interests.
d. To sell at public or private sale for cash or upon credit, or panly for cash
and panly on credit, and upon such terms and conditions as shall be deemed proper,
any part or pans of the trust estate, and no purchaser at any such sale shall be bound to
inquire .Into the expediency or propriety of any such sale or to see to the application of
the purchase moneys arising therefrom.
e. To keep on hand and uninvested such money as may be deemed proper
and for such period as may be found expedient,
f. To compromls,:, settle or arbitrate any clalm or demand In favor of or
agalnst the trust estate.
g. And authorized In the discharge of fiduciary duties, to employ counsel
and to determine and to pay such counsel reasonable compensation which shall be
charged against the principal or Income of the trust fund, and shali further be entitled to
charge against the principal or Income such other reasonable expenses and charges as
may be necessary and proper to Incur for the proper discharge of fiduciary duties and
for the proper management and administration of the trust estate.
h, In making any division of propeny Into shares for the purpose of any
distribution thereof directed by the provisions of the trust, to make such division or
distribution. either In cash or in kind, or partly in cash and partly In kind, as shall be
deemed most expedient, and In making any division ot'dlstribution In kind may allot
any specific security or property or any undivided Interest therein to anyone or more of
such shares. and to that end may appraise any or all of the property so to be allotted and
the judgment as to the propriety of such allotment and as to the relative value for
purposes of distribution of the securities or property so allotted shall be final and
conclusive upon aU pel'sons Inlerested In the trust or in the division or distribution
thereof.
I,
,
,
,
I
'[.,'
..
I
Page 2 of 3
\It' ,i',
1\,"
:",,' ,
.,:" .'
,I(
"
.'
f~~~',~,:ii~', ~;/
./.1, f'
:(
;q ~
1\
.1",..'
" ,
',,',
, I"
"
i;
,I,
:,
-",1',
'.1'
'1'1"",,1,
_ ,I'
," ..,',,1)'
'.).
I,l,::
"
,
",.,,,
.'
:,<1,'
, , ~' :
,.
:"" ',',,',1,'
:"j),ll ".
1.,'
T\)\
'!'
oj \0 t~, I
'I,"
L(
,j""
"
,1'\'
'1\'
"
"
,.'
. "
7"1{"
,"
"
I'.
I",'!!' ,I,.
'" - ",.. .
,./.. " ','
(. "/.11",,,/
'\1'"
, " ~ ! ' ,
, , ' ,',1~ ,
, t, ,'"
",'
:; ,I!', ,I,'t,'"
.1,~'~:' },:'::. "',, " . 1,
',I '"',:",,
,:,),.;":i;;,:,;" '(
.," '
"~.' 'L ~ .",,1 I,
tJ ,..1 .i,....
,'l,. ,","'"
':' '~ '. ,'! '! : ,; ': ',' , .~ . '
;111/;' '," ,',',
I' ,",1'1'111 '
r j t " 'j' ~
,,"
"
"
:.".' '
"",1' 'j
;,,;\,,1;;1 ;(
,I:
"
I ,.
',""
, I'!I,
Ii " I
,,' .\,1.':'
,.,Il'
,.
,
. ~ I, ':
,I I
",
I'
.;
'"
."
" "
, , ~ j:
i'l
"
.1,' I,
.)
.,
I,'"
,',i ",'
""
"
," "::'.,1'
'j",
" ,I ~ "
-. ~, .' 1/',' -'.
, " "
""I" \, ','
I",
":,,,!',\,
."",,'
."1,,
"'::\
\',l
"
"
"
"
"..,,/,'
, .
:.p,:;"n,
. "
""j
, ." I;.. ~
.".' :,":,1'
:':",, '..
" :;t.""
,,\,
"
',"
".
)",,,
I
;11,':
,i
':i(: h'
""
"
.,
\, J'"
/-
',hi
, ,
'/:,1 ':'1:
,i
, ,j,
!'\ ,"i
.,."
"
'11'.;'"
1':\:-
'IT'"
,
,
;.'1
, '\1'
"1.,,1
, I
',p'
',;;
I"
p'
I,' ::1'
"',1'_
,;,
,I" "'"
,.
d
",
...
;:"
,I"
'1:';\';
,
, ',~ I I,
"',
',I:
.'
"
'.,:
!'
"
I' II.
"J;
',I"
"
."
..
..",'
,.
"
"
"
"
. "
I'
',1\;"
"I'
',,'
,'.'
,"I"
...
.'
I'
,"
,,,
,
."l,,"
,\'
..
'I
,"
1',1/
",
'.
",'
'I'"
".
,'"
"1'
"I<
,
,
':\1,:
'I, "
",'
"
".
.,.
,\
',II
'd'
~
S
"J
"
"
.'1
"
I
...
,.
, , I \, ~
, ' ~ ' ' ,
!. '"JI' ,
'. ,I.,' '
"','1.\1/,.'
,'I.
,
'I""
':1"'"
'''',
I,
..j.
,',/'
I
,
'i",','''
"
I'
j!'
1"'1
"
','
"
.'
I'",'
\',
I: d'II.)'
,-
;
,'i
,-
,
.,
,.
,
'i,"
I'
,
"
.."
"
,.
,
"
t.
"
"",'
,,"
",,'
.t'
,I"~
I,
,", .,
"
"
"
",
I
.,
,
,
"
"
..,
"
"
,
",'
" "';"',
.'1
,'I
"
,'"
, .
, .
''i''
::.<1\"1
," ".,'
I'il .-'
. ,
',.'
'.'
,<\,\'1:
, 'il
'1',
,
,'P
",Ii
',l,
"
;','
"
'I, 'I
"
,",
II' I'
, ~ 'i',' , b "I /,
1_'"
, ''If'' " ~ ,
, ()(').
,~~ ;,,','
, ~. ;.\, , .
,l' 'r" '" 'd'
'1\:
ld' "
I'\.
"
',I"
'jl'
'..
I.
'I'
;.
I,,,
i.:
,.
'- I '"
, {~ ,
"': \ J
i'lt
)">-f'
,.
,
".
,
"
"'.
'j'"
I.,
1-'
""
"~'I!
"
"
"
"
,
.,
','"
, ,
.\
,..1
~ ~\,
rei.
I
.,
'I,,'
,."
,
I.
,
I,
"
"
'{',
',n
',.'\
"
"J',
"
,.,
,"
"
I.
,.
':"l
"
',"
"
,
"~II
I.
"
:,,'
,,',
J!I'
'I'
" ,I ~ 1 ~ j
""
'f \
.,'.
"
i :,' "I
',1,-1':1\1,'1'(
,I
,.
."
'I'.
,
,
,
,
.,!
'I.
,(I,
.!":' '
/,
,.-';,,1,<,
'",J",
..
.,
,,"
,J'\:I'
"
,.
't!
.1\,'
"
I.
,,,
"
.,.
"
,"
I:','
"'"
.,
,,',
,..
, ',I:,
111-'
,
".
:'
,II
I'
',1:
,'rOo
"
\,
,"II.
,.
I,', i
."
.' .'if, ,I.; '1'\""
, " ,," ~ ;'l ,l,' ,';1 (, ,
";:1' t" ,'('
, I ." l'~'.' ,!," .>
,;,1",
l"
"
"
(/'
I'
,
l' :
"
"
',1;'
.'
',1 ,','
.~
"".'.
,.t F
,\
':,
! 1,/,
!:'
, '
, ,
",
'I,j
,'" ;',~
.1
,.,.\:,:
)."
-,
,I"
',.
,I", p.
I,
"\'1'
,,',,,',,, '/
I ' " ,',
I' "
'.,.,
"
"
'I;:'
,
,'.,
'1:1('::
,
H"
!'"
I.
,t
I ' ' ~ ~" I ; , " , ", I
-, , " ' <I,.' ~, ! - ,
',)11.,',\.:1.". \
I ~ . - , " ' " :" ; ".,
;. 11' '1'<
, l' II ~ ' 1 ':,':il; ,I','
" 't','t - ' ' \
! ' '.. ~",I :': " ,;,
., \. (',
, j' ~ 'J
(01)
~ i , '
,1\' ,./.
,,",',\ I:' ,,"
,'. ,I
:.\ ":';
,,;,
'l;,',-
'"
\.,'
;'.\',1'
('- ;;"",:'
.11,i
".,'
"J
..
"1'"
.,',
'...'1"'\
':J
. ,
"
1\.':'"
.,
'. ',I,
'. .
'1',1
., I oj
.\\';!,- r' '
.: ,~:; ~ y;'\"~ t
_It'\!,). ,\" ',i'
,;".'1"",'1.,'"
."1' '1./ ","
I!' I I::j,t,l._,r,:l
',," It, \ I' "
..
."
"""
r-~~ I'
"I,',
,,?,~
i..':
1.\
1(,1)
I,l,';'
I, ',I"
,I' "
;'._'.',ti,
(" ,i'
,'i-
, 'I',
"
\ "II,: i\\ \
'<\' I..!f
,.,
',.
!. ',:,
"
, ~:
;:-
J"":
, b,
,,' ':,:t::
j ',I. . i: ~ ~
~lJ'I;1 ,,':;
. dl~'
.~ I
, '(.,','
,I'
I'
,<"
',"
"
,~ I,
~ I"
.,,'
,.'"
r "q,'
','I"
." ''<
,..
(j::,
",',ll
.1
"
;.
"""
,\:,::'<:/
'.:::;"'\,:'::]::'
,.' ""
'i;'\
'<I
',"." .',
-:1'
Ii
. /,
"",',
,,'
,
,i",
,
, ~ :
"
. ,.
1\':
','1'1I'i,'
'I:;':; / . ~ "
, h'
'-~: :'
~: " )
,'I,
I'
(,Ir ',U
" r" ,',
"
i'.,"1
:""j~,~" i::" .-,:
'd~' IU;:' ','
'",,1\(" 1:'('
",:<,''':
,,'
".
.,
,'.
"j',,'
,.
If ~
, '!'
..
". ;':,
" _,1;,\
,,'
", ',!
,..
,,'
,,'I
,,'
I
r
. ,
2~j(l. CONWAY STREET
CARLISLE, PA 17013 USA
Tel/Fax 717 249 8781
3 JanLtary 1';1':15
CERTIFICATE Of ~OTICEUNDER RULE 5.&(a)
'Dacedan~ I
Edna J. Smi th
1-45 26 5852
Date of'Qeathl October 1, 199~
File No. 1~94-00914
To the Registerl
I certify that notice. of beneficial interest required by Rule
5.6(a) of the Orphans Cc~rt rulos was served on the following
beneficiaries of the above captioned estate on October 51 19941
Carl F. Smith
Michelle. ~. McFarling
David A. Smith
William C. Smith
2616 SI:ylarf(,
11411 131fit Ave. N.,
'93 Steltzer Drive,
250 Cc'nway St r . ,
Y,:,r I:, F'A 17403
Largo, FL 34G48
Plattsburg, NY 12901
Carlisle, PA 17013
Notice has now been given to all persons entitled thereto under Rule
5.6(a) exceptl nona.
-:::::..
William c. Smith, Jr.
Executor/Personal Representative
"
,
'I', j~ tst l.~
I ,.
, ,.
, .! ., I S!(.o.
~ ' C1I IU
., " is :~. .... "i1-
, ,:1 ~ !:.!,O
b' ,,' c'"
, '
" ~ 0 a ..-,@
::nu
() ..... Iii a
)iC ~
" ." ~
V1
,.
,.
,