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HomeMy WebLinkAbout96-00121 PETITION FOR PROBATE and GRANT OF LETfERS Estate of t\ L-ll':: ~\, 1~L.-L"(-- also known as No, To: Register of Wills for th~ , Deceased, County of 1..' v'"' \k,-\{\"..L in the Social Secur/ry No. 7.0(1 -'ll- -, '" I \ Commonwealth of Pennsylvania The petition of the undersigned respectfully represenls that: Your pelitioner(s). who is/are 18 years of age or older an Ihe executD ~ in the last will of the above decedenl. dated f" ~ ." (l.,..,(\ (' '-i \ . and codicil(s) dated r named , 193J- (stale relevant circumstances, e.g. renundalion. death of (,ecUlor. etc.) ... Decendent was domiciled at death in l ,u ",,, /,O:!"-4\'" " "e..f'" la~ family or principal residence at ,,1- \ .l c....v ~ A. (!:".J'.Jf\\\.... (list street. number and munci('llllity) Decendent, then 4- ';)... years of age. died -rfll\) , I 2- . 19~ '-I- at . 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: Decendent at death owned property with estimated values as follows: (If domiciled in Pa,) All personal properlY (If not domiciled In Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estale in Pennsylvania situaled as follows: $ $ $ $_ (> () n /) (.., WHEREFORE, petitioner(s) respeetful~ request(s) the probate of the last w.1I and eodicil(s) presented herewith and the grant of lellers ",>.. '" v.;,t? (\ T t\ ,<.;t (testamentary; adminisl lion c.t.a.; adr.lnistratlon d,h.n.c.t...) Iheron. ~ 5 '0_ r~ '0.9 a,,, ':i'~ lr_ ~o ; Ii. in ./ Dc> "^ \, 11.\. \(I!.\ \ ::) -I'k,...u" It{. 1<. 0 ~ :4<> L i)A,)I1'l gil.fvf C A,'1P Hill, (~, {-tDO , OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } as COUNTY OF ClmBERLT\ND_ The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petilion are Irue and eorreellO the best of the knowledge and belief of petitioner(s) and Ihat as personal represen- tative(s) of the above decedent petitioner(s) ',vill well and truly administer the estate according to law. Q. /. Sworn to or affirtp'i'\: and subscribed { .I" ,~. ;" /t(, f(t OUct ~ before me Ihis h dav of og JT\NUT\R 1921& ~ \:::1 ') ; , {l a Ml'I ' R~;,"er ~ /5 -SJ -/'i h''-i' l ,'tll- III rllllllll!ll','lllll! I 111'111..'..' 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LAST WILL AND TESTAMENT OF ALICE M. KELLY I, ALICE M. KELLY, of the Township of East Pennsboro, County of Cumberland, and state of Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this to be my Last Will and Testament, hereby revoking and making void all former Wills by me at any time heretofore made. 1. I direct the payment of all my just debts and funeral expenses as soon as conveniently may be after my decease. 2. All the rest, residue and remainder of my Estate, real, personal and mixed, whatsoever and wheresoever situate, I give, devise and bequeath unto my husband, Dennis M. Kelly, to his own use and benefit absolutely. 3. In the event, however, that my said husband should predecease me, or should die at about the same time as I die, such as in a disaster common to both of us, I give, devise and bequeath my said Estate to The First Bank and Trust Company of Mechanicsburg, Pennsylvania, Trustee, in Trust for the following purposes: A. The income from said Trust Estate, as well as so much of the principal as is needed according to the discretion of the Trustee, shall be used and expended for the support and maintenance, including medical, surgical and hospital care, and college education, or other such formal education, such as any internship, apprenticeship, residence, clerkship, or the like, of my children, Michael L. Kelly, Shannon M. Kelly, Amanda A. Kelly, and any other after-born children. The decision of my Trustee as to the com- pletion of formal education by any of my said children shall be final. (B) The payments authorized by Subparagraph (A) "c}; ;'. ....:.;) , }:.i~ii "\. ","J~ _ '. _',n.':.~t:~~:~~I:~~. ..J":H.~t7~, ",',''''''~i """"1" '.' _, ,:/~.:~)j~f't;~ ~ . ':'. '. ,.,"'",~'-~.:t ". ,,_~:'~':~i~"'~11i 1 .. .; ')~~;\'}\''' ~",'Y;~}~t' .-, l . , ., ot this Paragraph "3" shall be made without any regard to equality of distribution among any of my said children. The amount to be paid tor the benetit ot any ot my said children shall be determined trom time to time by the need of each of the said children, and the amounts and times of said payments shall be determined by such need. The said payments may be made by my said Trustee directly to each of the said children, or to such of them as may be, in the sole opinion of my Trustee, of such age and ability to handle properly the funds so paid to such child, or may be made by my said Trustee directly to the person having the custody and care of the said child, or may be made by my said Trustee directly to any institution entitled to such payment by reason of services rendered or to be rendered to any of the said childron. 2 (e) To pay the accumulated income and principal then remaining in its hands to the said children, share and share alike, when all the children shall have attained the age of twenty-five (25) years. (D) I direct that the interests of all beneficiaries in the Trust hereby created, whether in the principal or income thereof, shall be free from liability to attachment or other legal process issued at the instance of any creditor or assignee of such beneficiary, and I direct that no payment shall be made by way of anticipation of sums which may thereafter accrue to any beneficiary. (E) If the Trustee has taken into the Trust Estate any real estate, and as Trustee considers it feasible to sell the same, I hereby authorize, empower and direct the said Trustee to sell at public or private sale or sales, and to convey any such real estate to the pur- chaser or purchasers thereof, and to give good and sufficient deed or deeds for the same. "~.~, .> ~J,~:;" "', '"-" '. . " . .., . . .' 4. In the event my said husband predeceases me, I appoint my husband's brother, Frank R. Kelly and his wife, Eileen M. Kelly, currently of 7100 Vallecito Drive, Austin, Texas, Guardians of the persons of any of my children who may be minors at the time of my death. If, for any reason they are unable or unwilling to act as Guardians of the persons of my children, I nominate my sister, Patricia Gallo and her husband, John Gallo, currently of Throop, Pennsylvania, as Guardians of the persons of my children who may be minors at the time of my death. 5. I hereby nominate, constitute and appoint The First Bank and Trust Company of Mechanicsburg, Pennsylvania, Guardian of any property which passes otherwise than under this will to a minor and with respect to which I am authorized to appoint a Guardian and have otherwise not specifically done so. Such Guardian shall have the power to use principal as well as income from time to time for the minor's education, support and welfare, or to make payment for these purposes without further responsibility to the minor or to any person taking care of the minor. 6. I nominate, constitute and appoint my husband, Dennis M. Kelly, as Executror of my Estate. In the event that he is unable or unwilling to serve in such capacity, I appoint The First Bank and Trust Company of Mechanicsburg, to be the Executor in his place and stead. I direct that they shall not be required to file a bond to secure the faithful performance of their duties in any jurisdiction. 8. I authorize and empower my personal representative, in his sole and absolute discretion, to purchase or otherwise acquire and retain any investments of which I die seized, or any real or personal property of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose of, or grant options in regard to any or all property of any kind forming a part of my 3 , '- . 'f . .' .. Estate for such terms and such prices as he may deem advisable; to borrow money for any purposes connected with the protection and preservation of my Estate; to mortgage or pledge any real or personal property forming a part of my Estate, or to join in or secure the partition of same; to compromise any claims or demands of my Estate against others or of others against my Estate; to make distribution in kind and to cause any share to be composed of cash, property or undivided fractional shares in property different in kind from any other share; and to execute and deliver such instruments as may be necessary to carry out any of these powers. IN WITNESS WHEREOF, I have hereunto set my hand and seal this I?{ day of Febrka~y , A.D. 1991- qk~ U fl) j1J~ (SEAL) Signed, sealed, published and declared by the above-named ALICE M. KELLY, as and for her Last Will and Testament, in the presence of us, who, at her request and in her presence, and in the presence of each other, have hereunto subscribed our names as witnesses. (J~ Z:~ff , c:~, .J. ~rh [j, (J~ 4 '.1 ":,,", '.,' ::<;~v~>~.~;~' __~ .,.'~ _~__"!t" .. , " ,. '#' " , ',-. , ~, " ",' , \: .'< 't I.', -:~ -;,;"'- \. ~ -, CERTIFICATION OF NOTICE UNDER RULE 5.6(a) -4 /..1 (. ~ IV\. \.LIC l-L\.( Name of Decedent: , Date of Death: -:S 0 i\ I l.., \ '1 <\ 't Will No. 2 \ ~ l. 0/2/ Admin. No. To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court R~lp.s was served on or mailed to th followin~ beneficiaries of the above-captioned estate on )..1 "i(. : Name Address /.Lt..( (~..-r..~ I Notice has now been given to all persons entitled thereto under Rule 5.6(a) except /)~ Date: 1)..1 h~ / Slgn,,"~q .~ Name '-1),:)\)<", t<..... 'D.'V....k \ , ~,,~ \ \ Address J.-( Lv -HI J h "'1 QM'"l () 1<. 1)(\ 1/"'1 Telephonei7/ y )..v- 3 -/7 ~ () N t=~ - c:=! "'0; 0 .!1 - ." .:'~ a: c ,3 (..> .. ." l{' - , .' q ':) .- , " " ~ ,.; - ~:..! (. ~;) ".:) .;. ,::J ~o !:R c" E a: a: ~a Capacity: Personal Representative ~counsel for personal representative JRD/June 30, 1992117858 , ~/U!/ I, Jtf In Re: Estate of ALICE M KELLY Late of EAST I'I:NN~~UKU I UWN~H II' Estate No.: 21 - 96 - 121 ORPHANS' COURT DIVISION, COURT OF COMMON PLEAS OF CUMBERLAND COUNI'Y PENNSYLVANIA No. NOTICE OF FAILURE TO FILE CERTIFICATION AND REQUF.SI' TO CONDUCT A HEARING PURSUANT TO RULE 5.6(e), SUPREME COURT ORPHANS' COURT RULE Personal Representative: DENNIS M KELLY Counsel for Personal Representative: WILLIAM P DOUGLAS ESQ Date of Grant of Original Letters: FEBRUARY 12, 1996 Date of Delinquency Notice: MA Y 16, 1996 The undersigned, Mary C. Lewis, Register of Wills, in accordance with Rule 5.6, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal repres~ntative nor the above named counsel fur the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its c:erJfication required by Rule 5.6(d), Supreme Court Orphans' Court Rule and that the requisite DOtice, punuant to Rule 5.6(e), Supreme Court Orphans' Court Rules, was given by the Register of Wills on MAY 20 , , 1996, and that the ten (10) day notice to file the certification has expired. Accordingly, in accordance with Rule 5.6(e) the Court is hereby notified of such delinquency and the uDdenlgued requests that a Court conduct a hearing to determine whether sanctions should be Imposed upon tho delinquent personal representative or counsel for the delinquent personal representative. Date: JUNE 4 , 1996 fJ1' Distribution: Personal Representative Counsel for Personal Representative Estate File - QIt}/ / . A HEARING is SET FOR Vt..c./V ItA //7w, AT J .OOA./11_ IN COURTROOM NO.1. -:7 IF THE CERTIFICATION OF NOTICE IS FiLED PRIOR TO THE HEARING DATE, THE HEARING WILL AUTOMATICALLY BE CANCELLED'dc.jI":-. r'~ OrS-.~t~ Q_& _'-_~ - S ~: 10 .~AR~LD E SHEEL fpJ