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HomeMy WebLinkAbout03-14-07 Register of Wills of Cumberland County, Pennsylvania Estate of Clee K. Morrison also known as PETITION FOR GRANT OF LETTERS ;J \ D'\ 0 d.. ~ l" No. , Deceased Social Security No. Petitioner(s), who is/are 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 or Decedent, dated A- U j 101 I 9 9 g 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 B. Grant of Letters of Administration (c.t.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: Name Relationship +" (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or principal residence at 5 :11 C. WI" tJ.., ~ /..f, II ~ J V<,Q P.P.r A-II en -r7.u D (list street, num6er And municipality) , Decedent, then q i years of age, died F~b 2-0 , ~67, at /11 eS;S"'A- h V, lid q e.- (Location) V 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 ..................................................................................................................... $ /1 000" 000.00 C) . 0 0 &.'00 1,000 O&-o.OC) ~ Real Estate situated as follows: 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 --c:- A RW-7 Oath of Personal Representative Commonwealth of Pennsylvania County of Dauphin 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 esta~ a~to. law. . ~ Sworn to and affirmed and subscribed ~ - D, d JA ~ before me this 1 Lf . day of .~~ lJ CvGhO\K.4... (S~" rJA r~+~ DECREE OF REGISTER Estate of Clee K. Morrison also known as Deceased No. .,] t 0 l 0 ~~ \.( Date of Death: 2./ 2.o/~O 7 Social Security No: I q 9 - 07- I gs-f, (Y\Gs ch l L\ AND NOW, on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters 9t Testamentary 0 of Administration are hereby granted to Woe hc')\{ \ 0--- DcJ"'\ \L ~I , in consideration of the Petition r.......:i V""""" (c.I.a., d.b.n.c.t.; pendente lite; dura~bsentia; dura~minorita,t~) c-=; 0 .. -.:, ~ :::,,_:71 :-:= ...Cl , >.), ,,- ~ , i in the above estate and that the instrument(s), if any, dated . described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters .................................... $ $ $ $ $ $ $ Inventory & Tax Forms............. $ $ Short Certificate( s) ............... Renunciation .......................... Affidi::ivlt ( ) .0.\.1.\........... ).............. Extra Pages ( Codicil................................. JCP Fee ......4:..F.\-;~.-:~...... Other..................................... . to loa. cO ~ c....\.oD \S..cD \S..()(J IIY.cJ:) TOTAL .............................$ RW-7A -:.-;:.. u:> .. ~ ~zz- Attorney: h. yY1 e~ fI ;;;:v n e,r 1.0. No: 2- q 9 Z--~ Address: t/ ~ /5 /1/ ;?rd"71 -r S- f- )/;,rY'''),0fj /A- / 7//0 Telephone: 7/7 - 212 ~ C/~S I DATE FILED: H105.805 REV 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. Fee for this certificate, $6.00 p 13107212 No. ~.fr!~. Local Registrar fEB 1 0 1007 Date ("") (=-0 . -'J ; -:::'2 r--..:) e:"~~") = -J ::= :;;0 ~ ") ~ ~u, \.0 ---. .::- REV 1112006 . PAINT IN AANENT CK INK COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH' VITAL RECORDS CERTIFICATE OF DEATH (See Instructions and examples on reverse) STATE FilE NUMBER ~\ (J l O~~ 19 1. Name d DecdnI IFInt. _, last, sullixl -1856 .. Dale d Dealh (Monlh, day, yoa~ 2-20-2007 Vrs. Sa. ~ of DeaIh Chid< one HoopI1a!: 0Iher: o l~lIenl 0 ER I 0utp0Ii0nt 0 OOA ~~ Home 0 Residence OOlhef. Sped/',< 9.__dHispan~OrIgln?:fl No 0 v.. 10. Aaoo:_'ndian,Blad1,While,etc. (Wyes,spocIIyCuban, (~ite Me-.. Pue<lo Ric:an. etc.) 5. NJe (WIBlrItMlay) 98 DidDOOlldent lMllnl Township? 17C.O Vos._UvedIn 17d.1jJ ~ ~r-tlechanicsburg City I Bolo TW!>. 19. Molhe!'. Name (FInt. _. maiden """"""I Olive B. Barnhart 2Ob.1n_.MelIng_ISlrHl,cily/_. _ zlp-' 1133 erstown Road. Gardners. 21c. PIaoadllisposlllon (Namaof_.crema1oIyex_pIoce) Cremation Society of PA Harrisburg. PA 17109 22cNomaand_ofFBCIlIyAuer Memorial Home & Cremation Servcies. 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FIIC\ory. 0IIlca BuWdIng. etc. (Sp<<:I/y) 32\>l.oca1lonofln!url(SlrHl.cily/lown._' LAST WILL AND TESTAMENT of f~- ,.) ~ (-:-~:) --.J r-1 , l CLEE K. HORRISON I, CLEE K. HORRISON, of Upper Allen Township, -1-- C4tti:per:land' '-.j ,~ -- -.' County, pennsylvania, being of sound mind, memory andu~erst~d- ," ing, do make and publish this, my Last will and Testament, hefeby revoking all former wills by me at any time heretofore made. ITEM I. I direct that all inheritance and estate taxes becoming due by reason of my death, whether such taxes may be payable by my estate or by any recipient of any property shall be paid by my Executor out of the property passing under ITEM II of this Will, as an expense and cost of administration of my estate. My Executor shall have no duty or obligation to obtain reimbursement of any such tax so paid, even though on proceeds of insurance or other property not passing under this will. In the absolute discretion of my Executor, such taxes may be paid immediately, or the Executor may postpone the payment of taxes on future or remainder interests until the time possession thereof accrues to the beneficiaries. .C1~ ~ ih~ Clee K. Morrison Page 1 of 5 pages ITEM II. I give, devise and bequeath all of my tangible personal property I may own at the time of my death to my niece, Bonnie Haskell Smyers, and my nephew, Thomas N. Haskell, in kind, in equal shares. Any items not so selected shall be sold by my Executor and added to the residue of my estate. I give, devise and bequeath a sum equal to five (5%) percent of my estate to Grace United Methodist Church of State Street, Harrisburg, pennsylvania. I give, devise and bequeath all the rest, residue and remainder of my estate, of whatsoever kind and wheresoever situate at the time of my death to First Union National Bank, in trust, under the following terms and conditions: (a) My trustee shall pay to or apply for the benefit of my niece, Bonnie Haskell Smyers, eighty (80%) percent of the income of my trust. PaYment shall be made in such installments as are agreed upon by the beneficiary and the trustee but not less than quarterly. (b) My trustee shall pay to or apply for the benefit of my nephew, Thomas N. Haskell, twenty (20%) percent of the income of my trust. PaYment shall be made in such installments as are agreed upon by the beneficiary and the trustee but not less than quarterly. (c) Upon the death of either of my beneficiaries, his or her share shall remain in trust perpetually and the income therefrom ~ Iff73u;:.,~ Clee K. Morrison Page 2 of 5 pages shall be distributed in the sole discretion of my trustee to charitable institutions which are working to meet the needs of underprivileged persons residing in Cumberland County, Pennsylvania. ITEM III. My Trustee shall possess the following powers: A. To vary or retain investments as shall be deemed desirable by my Trustee, and to invest in such stocks, bonds, notes, real estate mortgages, securities or in such other property, real or personal, as my Trustee shall deem wise, without being restricted to so-called "legal investment", including the power to invest principal or income in its own or an affiliate's common trust fund and invest in mutual funds, including but not limited to money market mutual funds, to which the Trustee/Executor or any of its affiliates may provide management investment, advisory, custodial or other services for compensation, without notifying any beneficiary hereunder prior to such investment and without reducing fees or commissions payable hereunder to such Trustee, and without being limited by any statute or rule of law regarding investments by fiduciaries. B. To sell, either at public or private sale, and upon such terms and conditions as my Trustee may deem advantageous to the trust, any or all real or personal estate or interests therein owned by the trust severally or in conjunction with other persons ~?~u~ Clee K. Morrison Page 3 of 5 pages and to consummate said sale or sales by sufficient deeds or other instruments to the purchaser or purchasers conveying a fee simple title, free and clear of all trust and without obligation to the purchaser or purchasers to see to the application of the purchase money or to make inquiry into the validity of said sale or sales; also to make, execute, acknowledge and deliver any and all deeds, assignments, options or other writing which may be necessary or desirable in carrying out any of the powers conferred upon my Trustee in this paragraph or elsewhere in this instrument. c. To mortgage real estate and to make leases of real estate extending beyond the terms of the trust hereunder. D. To borrow money from any party, including the Trustee, to pay indebtedness of the trust and taxes and to assign and pledge assets of the trust therefor. E. To pay all costs, taxes, expenses and charges in connection wi th the administration of the trust, including a reasonable compensation to agents. F. In the discretion of my Trustee, to unite with others of similar property in carrying out any plans for the reorganization of any corporation or company whose securities form a part of the trust. G. To vote any shares of stock which form a part of the trust. H. To assign and hold in trust an undivided portion of any assets. ~~ 1<~ ~)~ Clee K. Morrison Page 4 of 5 pages I. To do all other acts in its judgment deemed necessary or desirable for the proper and advantageous management, investment and distribution of the trust. J. As compensation for its services hereunder, Trustee/Executor may retain from time to time trust principal, income or partly from each, those fees which are specified in its published or otherwise generally applicable fee schedule in effect at the time its services are rendered. Grantor understands that this schedule might be changed from time to time. ITEM IV. I nominate, constitute and appoint First Union National Bank as sole Executor of this, my Last will and Testament. It is my desire that my Executor shall serve without bond. IN WITNESS WHEREOF, I have set my hand and seal to this, my Last will and Testament, typewritten on this and four (4) other pages, this 10th day of August, 1998. witne3 . ,.~' ///;-/",--- / I \ \ &e;p_ /r:~ Clee K. Morrison COMKONWEALTB OF PENNSYLVANIA . . : SS. COUNTY OF DAUPHIN . . I, CLEE K. MORRISON, testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last will and Testament; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein contained. Sworn or affirmed to and acknowledged before me, by CLEE K. MORRISON, the testatrix, this 10th day of August, 1998. ~~~:-:A~ Clee K. Morrison COMKONWEALTB OF PENNSYLVANIA . . . . COUNTY OF DAUPHIN . . We, James H. Turner and Pamela C. Nothstein, the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the testatrix sign and execute the instrument as her Last will and Testament; that CLEE K. MORRISON signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the testatrix was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribeg_xo Turner and Pamela C. Nothstein, t .~ltn August, 1998. by James H. 10th day of NoIartaI Seaf My==~200'