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HomeMy WebLinkAbout03-23-07 PETITION FOR PROBATE AND GRANT OF LETTERS REGISTER OF WILLS OF COUNTY, PENNSYLVANIA Estate of J t1/ne SF; ./Oms also known as File Number 0/ (- CY7 - '-b20 Social Security Number "" g -L~:J ... J ~ . Deceased Petitioner(s), who is/are 18 years of age or older, apply(ies) for: (COMPLETE 'A' or 'B' BELOW:) o A. Probate and Grant Of~ Tesnmentary and aver that Petitioner(s) is / are th. e last Will of the Decedent dated ~ 1$ () I. and codicil(s) dated Cb -e.y..e~~ named in the (State relevant circtunstances, 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 instrumeat($) offered (") = for probate, was not the victim of a killing and was never adjudicated an incapacitated person:=~ 0 = _.:0 > .~ -0 ' ~ -r (":I ::0 .F5;: ~ P'~ (If appltcable, enter: C.t.a.: d.b.n.c.t.a.: pendente lite: durante absentiD: duranit ~iiJ!!ate) c..:l .' _. .:}' Petitioner(s) after a proper search has / have ascertained that Decedent left no Will and was survived by the following ~~ ~y) liijf heirs:~ dy--:.j Administration. c.t.a. or d.b.n.c.t.a.. enter date of Will in Section A above and complete list of heirs.) .) c= ....... ".. ; :0 N ,'-1 \ l --l Residiince ~ '.1; ""'1 ...1.; o B. Grant of Letters of Administration ;} Name Relationship (COMPLETE IN ALL CASES:) Attach additional sheets ifnecessary. ylvania with his / her last principal residence at J ~ j Decedent at death owned property with estimated values as follows: (If domiciled in P A) "All personal property (If not domiciled in P A) Personal property in Pennsylvania (If not domiciled in P A) Personal property in County Value of real estate in Pennsylvania $ $ $ $ I (fJ . ()() /~f BIt , Wherefore, Petitioner(s) respectfully req t(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of Letters in the appropriate fonn to the undersigned: situated as follows: ~/. 7f112- 70m Form RW-02 rev. 10./3.06 Page 1 of2 -1 - 6-"1-- ~o Oath of Personal Representative COMMONWEALTH OF PENNSYLVANIA COUNTYOF flJmbpr/ond. The Petitioner(s) above-named swear(s) or affrrm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief ofPetitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly SS administer the estate according to law. before me the I~~~ SigfUlture of PersofUll Representative iJ!.~~f;:,fl1C ~ Sworn to or affirmed and subscribed Signature of Personal Representative o C:;o '::;;g l-rO - -:i ~~~ F; _. ~':.._ -';'--1 '-- r,~ ::..::.::;.~ '...1 J .-'_'-.... f"--..} ~=, = --' :;0.. v ~ N W :;A:'~ ~:~ Lj (~'.1 -)~,,-) --=.....:.:2 ".,.,1 "-""1 .. ~ ~~) Letters......... .~~~~ $ ~ cV Short Certificate(s) . . . . . . .. $~ Renunciation(s) Ii \11:1' .... $ f/'-J'f IS G:) ~... $ -- ~ ... $ I~.~ _...$ ...'$ ... $ ... $ ... $ .. . $ .., $ TOTAL. .. .. . .. .. . ... $ 1"0. tv ~ -0 N C) tion of the foregoing Petition. satisfactory proof in the above estate and that the instrument(s) dated described in the Petition be admitted to probate and filed ofreco Attorney Signature: Attorney Name: Supreme Court I.D. No.: Address: Telephone: Form RW-02 rev. 10./3.06 Page 2 of2 HIOS.80S REV lIOS 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 fihng. 07- c..ft9 0 WARNING: It Is Illegal to duplicate this copy by photostat or photograph. No. ~J?;~. Local Registrar Fee for this certificate, $6.00 p 13353350 APR 1 6 2007 Date o C::;O <-:0 . "' _~'2 ('') .~~)r~ C') C) (~;'~2 ."1'l "lS ~ ,_." c.::> = --1 ::'P" -0 :::;0 N W -0 -.~ ~ r;-? C) tNlmool_lFInt._,!III,UlbcI COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH (See In8truc:tlona.8nd 8Ump1e8 on _I 3, SocIolSocufty_ 468 -32 -2820 REVt1_ PRIHT IN AANENT CK INK .._01_ 8I.PIooool.-. _ HoopilIl: Olllor. O~ OER/~ DDOA n-..H<Imo ~_ 00lh0r. s,odly: 9,Wu~oI"""""0rigIn?:fJNo OYII 10. Ra.__,-'_.IIc, (WjOI,ll*>IlY~,. l~ 923 WUlc1iff Drive _, __....) White 12, Wu ~_~ lht 13. DocodonI'._ (SpocIIyonlyhlgl-.. compIaIad) 14. ~~~(~-. 15. SInlWlgllpowt (11"', gIwI--1 U,S.__? ~/~(()'12) CoIIogt (1-4 ",5+1 n_~......" [Xv.. ONo 5+ Married ret.' Porr DocodonI'I Old ~ AcUlRllldlrlcl 171.SIMt ....wwntl\J',..ft... =1 17c.1I YII,OadInIt.mdtn 17b. Counly eu.berland 17d, 0 ~~JI"d- 7. ...._or STATE FILE MJIiIllER 4....olPooi!l~"",1'I'l April 14. 2007 .I_a Edwin Toas 74 10-12-1932 luth. IIR Id.~NImo(lfOOl-''''_Illd_ 923 WUldiff Drive 'D~.. Top. Cllyl Boro ," F....NImolFlnt.-. 11II. ouIIll Echr1n Williaa Toas 19.__NImoIFlnl,_,_1UIMN) Kary FrlUlCeslfeenaban 2Ob,_~_~Clly/....._,zIp_1 923 WUldiff Drive lfecbatdcabur PA 17050 21~PIooool~~oI.....,,__or_pIal 21d.~(ClIyI_,_oZlp~ Crell8tion Society of PA rrisburg. PA 17109 2kNlmoIlld_olF..., Auer HeIIo'rial a- & Crell8tion Services. Inc. 23c. OoIIS1gnod~.dly.1'I'l AprU 14. 2007 2OI._.NImolTll>t/Pl1rl) 21L_ol~ ___IlI.....-br_ ....--- 25.OoII_IlIId~dIy."" 1:05 p. M. April 14. 2007 CAU8E OF DUTH (1M -"""-""1 1!IIn27,Plrtt. EnIIrlht~-_-...orOllllllllClllaM....dINCIIy_.._DONOT____..__, llllIPl*Y_or___-.lhtlllologJ,UIIon1y__DII_... =:n-==~ .0 ~mlO<~~ ~ b. 24, Tlmool'-' a.~ ..w-- I 0IwII m CIIIl . I . I I I I I I I I I I I I . 2lI.WUCIII_m__/CoronIrIor._Cll'-<...~"'~? OYII II No Plrtn:EnIIr____m_ 28.Old_Ult~milllll>? 1U1lDI1IIOlIIn01n"lI1dIl1jlng__~PlrtI. 0 VII liCl"'-t 0140 0- 29."_: o NlIIptIpW4_plIIl,.., o Pl'flIWIlIlt....oI_ o NlII ~ IUpt1pW4 _42. ol_ D NlII ptIpW4, boil ptIpW4 43.10 1 jilt -- o _WptIpW4_"plIIljllt f&==:--~-'FaIy, ~~GfIltlY(aM,Clly/-,_) ~"--'W"", . to ...IIIIlICI'lInl.. EnIIr___ ="~~ ~m("'..._ol): c. ~ml"'''._ol): 30L WIlI.._._ - d. D. __._ FIlcIt9 __m~ Gf c.. Gf CIIIl? OYII ONo iI1._GfCllll ~O.- 0- O.PN1g1lwllllgllloo 0- OCUlNlllIll~ 32d. TlmoollltlY 01'1I ~ II. 33L CIttIIIr ld** onIy_) . ~.......lPI'*""...._ol___~'*~_.........-IlIm23) 1o.._Gf ""---. __ ....11.. --W- _.. __ _ _ _ _ n _ n _ _ _ _ _ _ _ _ n _ _ _ _ _ _ _ _ _ _ _ __ . ~-:-.:~::=.;.,......:::-.-=:'.:::::.~........~II~~=_.. _______ _____ ___ __ __ 0 . ==--=...,or~~my..........__....__................II...OIlIII(I)...._..__ 0 35. RogiIIIOr'. . . 1..2j I'lL I , II' OlspaslIlonPomilNo. I 38.~ ~r;"7 OI3GQQ5' ----T '" .' t-',: 6{-~U LAST WILL AND TESTAMENT 2001 APR 23 PI' 2: 10 OF CLEc~K OF JAMES EDWIN TOMS om~'i-'/ CQllRT I, JAMES EDWIN TOMS, Captain, U.S. Navy (Retired) am a re~a~~t ofC~land County, Commonwealth of pennsylvania, which I hereby declare to be my place of legal domicile. I further declare that I was married to Margaret Pasquarella Porr Toms in a ceremony on June 19, 1998. This wedding was preceded by a prenuptial agreement executed on June 10, 1998. I being of sound and disposing mind and memory, hereby make, publish, and declare this to be my Last will and Testament, hereby revoking all wills and codicils previously made by me. I have two sons, Cameron Cannichael Toms and Barton Porter Knight Toms, born of my first marriage. Margaret has two daughters and a son, Linda Porr Sweeney, Carolyn Porr and Robert Porr, born of her first marriage. ARTICLE I All of my just debts, which are legally enforceable, shall be paid out of my estate as soon as practicable. ARTICLE II In accordance with the terms of our prenuptial agreement Margaret and I are owners as Tenants in Common of our home at 923 WillcliffDrive, Mechanicsburg, Pennsylvania. Also in accordance with that agreement I hereby establish a Trust to accept my share of the said marital home for the benefit of my wife, Margaret, so long as she survives me and chooses to occupy the residence that trust to be adminIstered In accordance with our pre-nuptial agreement. So long as she survives and chooses to occupy the residence she shall be responsible for all expenses related to the maintenance and upkeep of the residence including, without limitation: utilities; repairs; real estate taxes; and insurance premiums. At such time as Margaret no longer occupies our home at 923 WillcliffDrive, the house shall be placed on the market and sold at the price that the trustees deem appropriate. Half the proceeds shall be distributed to my wife, Margaret or in accordance with my wife, Margaret's will. The other half shall be distn'buted as follows: Fifty percent to my son, Cameron Carmichael Toms, and :fifty percent to my son, Barton Porter Knight Toms. In the event that either son does not survive at the time this trust property is distributed it shall be .buted as set forth below. W C1J!e._ Page 1 of4 ., .. ARTICLE III Margaret and I own our furniture and household effects as tenants by the entirety. ARTICLE IV My equity shares in dividend reinvestment programs and my accounts in Mellon Bank and the Navy Federai credit Union, which I hoid at the time or my death, shall be managed by my Trustee and used as necessary in administering the Trust of923 WillcliffDrive. When that Trust is dissolved the remainder of these assets shall be distnbuted in accordance with Article V, below. ARTICLE V If my sons, Cameron Carmlchaei Toms and Barton Porter Knight Toms, are living at the time of my death, I give, devise, and bequeath the rest, residue and remainder of my estate equally to those two sons. Ifeltber of them shouid predecease me, then I give the share orany such deceased child to his issue, him surviving, per stirpes, and if either of my sons should so die without ieavlng Issue Survlvlng him, then his share shall go to my chad surviving him, or to his surviving issue, the issue ofa deceased taking the share of the deceased parent, per stirpes. In the event none oftbese survive me, then to my wife, Margaret. In the event no such individuals are then living, then to the children of Linda Porr Sweeney, Margaret, Joseph, and John, or the . - survivors among them. At the time of distnbution of the proceeds of sale of the property at 923 WillcliffDrive the same provisions apply in the event that one or both of my sons no longer survives. Article VI wherever In thls, my Last will and Testament, It Is provided that any person shall benefit hereunder if such person shall survive me, such person shall be deemed not to have survived me if he or she shall die within thirty (30) days after my death. Article VII . . ... .. . .. ~.. ~ ~ ~ All estate, inheritance, transfer, legacy, succession or other similar taxes and dutIeS, and any interest and penalties thereon, payable on any property which is devised or bequeathed under the provisions ofthls, my will, or on any other property which shall constitute a taxable part ormy estate, whether or not passing under this will, shall be paid out of the principal of my residuary estate as an expense of adminimratlon and without apportionment, deduction of reim ursements therefor, and without adjustments among the residuary beneficiaries. ~ Page 2 of4 -,' Article VIII I authorize and empower my Executors of the Will and the successors in office, and the Trustee or successors appointed. hereunder, without posting bond or surety, and without order of or report to, or authorization of any court, to sell, convey, mortgage, lease, reinvest, exchange, manage, contro~ or otherwise deai with any and all property comprising my estate. Further, my Executors and successors in office, and Trustee and successor in office, shall be empowered to empioy and reasonahiy compensate any persons reasonabiy necessary to render assistance in carrying out the duties of Trustee and of Executor, including the requirements, if any, of ancillary administration. My Executors and Trustee and successors in office shall have the power to compromise, adjust, and settle any claims by or against my estate upon such terms as are deemed advisabie, and to make dlstnbutlon under tills will in kind or money, or partly in kind and partly in money. My Trustee for the property at 923 WillcliffDrive shall be governed by the provisions of Section 13.4 of the Prenuptlai Agreement mentioned above. The powers enumerated in this Article are not intended and shall not be construed in any respect as limitation of any powers conferred upon my Executor or Trustee and the successors in office by law, but are intended and shall be construed as in addition thereto. Article IX I hereby nominate, constitute, and appoint my wife, Margaret, and my son, Barton Porter . . ... . .. .... .. . a. Knight Toms, of Lansdowne, Delaware County, Pennsylvania, as Co-Executors of this, my Last Will and Testament, and I appoint my son Barton as Trustee of the Trust herein created. Should Barton for any reason tali or cease to act as Executor or Trustee hereunder, then and thereafter I nominate, constitute, and appoint as successor Executor and/or trustee hereunder, my son, C8IIle[1 n C. Toms ofLexlngton Park, 8t Mary's County, Maryiand. ~ Page 3 of4 ",t, ....' . . IN WITNESS WHEREOF, I have hereunto set my hand and seai this J5~daY of {}TTJfXL 2001. This will, conslsclng of four pages, mciuswe of this page, was SIGNED, SEALED, PUBLISHED AND DECLARED by JAMES EDWIN TOMS, the above named Testator as his .... . . .. .... . . \. ... . Last Will and Testament in the joint presence of us, who in his presence and m the presence of each other, have hereunto subscnbed our signatures as witnesses this ~5~daY of O!~-R.J ~\. ~ lJ- 4 residingat /0 tj H~/~ D/,;JL 1'//; Ii 'I.} 5,/,;,/1.1 -I f If. ~~= n~at_~~~~;~{~ PR 17036 -(] I (page 4 of4 pages) .'. . r'"' SELF-PROVING CERTIFICATE Commonwealth of Pennsylvania) County of Y ol!.-!<- ) ~ WI/-J:: known to me to be the Testator and witnesses, rcspcctively, whose names arc signed to the attached or foregoing' and all of these persons being first duly sworn, the Testator declared to me and to the Witnesses in my presence that said instrument is his LAST WILL AND TESTAMENT and that he bad willingly signed the same and executed it in the presence of the said witnesses as his free and vohmtary act for the purposes therein expressed; that said witnesses slated before me that the foregoing WILL was execu1l:d and acknowledged by the Testator as his Last Will and Testament in the presence of said Witnesses who, in his presence and at his request, and in the presence of each other, did subscribe their names thereto as attesting WIlnesses on the day of the date of the said will, and that the Testator, at the time of the execution of said will, was over the age of 18 years and of sound and disposing mind and memory. , , WITNESS /"'--- ~ ~_Il.t{~ Subscnbed, sworn and acknowledged before me~ JAMES EDWIN TOMS .\~ Testator, 8J!d,1?Y_r,,~.. 'J. Fr~t,- and ~~ (Y), KO\/,theWrtnesses,this ~dayof (flro~J!..J~/. I , ~C~ NOTAR PUBLIC . My Commission expires: NO", /0) 6).00 { " ( , , " ' Notarial Seal . Kim C Guyer, Notary Public FaiNI8W Twp.. ~~~ ~~u~~, 2001 My Commlnlon exp . . -, ~ em r. nnsylvanla Association of NotaneS