HomeMy WebLinkAbout05-31-07 PETITION FOR PROBATE AND GRANT OF LETTERS
REGISTER OF WILLS OF COUNTY,, PENNSYLVANIA q
Estate of ) t'TO'+rLt �a K. UJAL.LNC.E File Number F/S �'L! t(— �'� �a
also known as
Deceased - Social Security hlumberAo(Q ^5 --1953
Petitioner(s),who istare 18 years of age or older,apply(ies)for:
}(COMPLETE'A'or'B'BELOW:)
mA. Probate and Grant of Letters Testamentary and aver that Petitioner(s)is/are the named in the
last Will of the Decedent dated 0--A' 1)C1X' l c)b7Ind codicil(s)dated
OLQCR,c+oc,'t- Mr.Aa 4&,CCrnr- w 1 92 N iL Z. K Z 1 L atic2 cicv �cSt
t
oel3t�tis CCoc+ u >z. �Y CA-;Jf _ 140 OLA 53At f i,rtI i cr .l
(State relevant cireurnstancer 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 instruments)offered
for probate,was not the victim of a killing and was never adjudicated an incapacitated person: UiY Ot"'C1LC'�. C ,clt'e ,—.5)O
B.Grant of Letters of Administration
(lfopplicable,enter: c.to.:d.b.n.at.a.;pendente lire;durante absentia;durance nrinoritate)
I'ditioner(s)after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse(if any)and heirs: (If
Administration,c.ra.or d b.n.e.La.,enter date of Will in Section A above and carnplete list afheirs.)
Name Relationship
r '
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary. -
Decedent was domiciled at death in County,Pennsylvania with his her last principal-residence at s.a
(List street address.townlcity,onwrship,county,state,zip code)
Decedent,then years of age,died on at
Decedent at death owned property with estimated values as follows:
(If domiciled in PA) All personal property $ 50 r OSLO.OQ
(if not domiciled in PA) Personal property in Pennsylvania $
(if not domiciled in PA) Personal property in County $
Value of real estate in Pennsylvania `,^^�� t t ,1� sa�, `"L?.C)J
situated as follows: 0 —tokX SL`y'z - Crick. Of-'%ye- 1AtAN-(`}ut.+t1 k A+)P_ C
Wherefore,Petitioner(s)respectfully regnst(s)the probate of the last Will and Codicils)presented with this Petition a td th rant of Letters in the appropriate loon to
the undersign
Sin lure Typed or printed name and residence
L C1 S �
3$ L`m cl
\-10--IC)
Form RW-02 rev. 10,11176 Page I of 2
Oath of Personal Representative
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF
SS
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(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly
administer the estate according to law. n
Sworn to or affirmed and subscribed
before meth ~- ~ ~ day of
1 ,~
for the Register 1
Signature of Persona! Representative
Signatzre of Persona! Representative
Signature of Personal Representative !'-~ ^_'
File Number: ~~-Q~-~J3q --'
Estate of ~ht~fYl ~ ~ ~(`i ~ ~ A~ Q ,Deceased
4
Social Security Number: ~QC;~ ~° ~~ - ~'g5 3 Date of Death:_ ~ l r -1 j Q'-j
AND NOW, ( , ~~~ , in consideration of the foregoing Petition, satisfactory proof
having been presen before me, IT IS DECREED that Letters ~F ~'C~ m~P4~"ti ~"ll
are hereby granted to
and that the instrument(s) dated
in the above estate
described in the Petition be admitted to probate and filed of record as the last Will (and Codicil(s)) of Decedent.
FEES
Letters .....:......... $ d . C)O
Short Certificate(s) ........ $ ~{) ,U(~
Renunciation(s) ......
~~
~~J~al
... $1rJ.~
... $
... $
...$
... $
... $ _
TOTAL .............. $ ~ , (~ ~
Register of Wills
Attorney Signature: ~ ~ ~ ~5~`~
Attorney Name: ~ ~ ~ ~, ~~~~
Supreme Court LD. No.: 4~n~ \
Address: ~...~ e.C.~~--(1'Q,C' ~C~.. ~e (~f7
Telephone: ~ ~~ -' ~$--. ~~ ~j ~ D~~
Fornr RW-02 rev. 10.13.06 Page 2 of 2
105.805 REV I/OS
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, $6.00
P 1352442$
No.
Local Registrar
~'~ a°~ 7
Date
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Hlos.tu nEV 11(2006 COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS
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uM"r CORONER'S CERTIFICATE OF DEATH
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V '' Drp«kOn Pam! NO. D/Z.347y -.
LAST WILL AND TESTAMENT
OF
1
~ , THOMAS M. WALLACE
\ lam'
\~
I, THOMAS M. WALLACE, of the Township of Hampden, County of
Cumberland, Commonwealth of Pennsylvania, being of sound, disposing
mind, memory and understanding, do hereby make, publish and declare
this to be my Last Will and Testament, hereby revoking and making
void any and all Wills by me at any time heretofore made.
ITEM I -, fi devise a~bequeath a~.l ~ of my es te, real and
perso ~l', together w' h/all insuran thereon, my wife~ICKOLA
K~ 'WALLACE, if e survives me b sixty ( 60 ) ays . -I=--~~~ ;Qi wi
---`~=~cc ~~} I devise and ~5~c~ueath .,all
of my estate, real and personal, together with all `'z%sur~ance
thereon, in the following manner: -~
(A) I give my piano to my daughter, ANDREA E . WAZ(LACE,.: in
kind. My Trustee shall have the discretion to holds=the
piano for safe-keeping until my daughter shall reach the
age of eighteen (18) years; ,
C',~tf tins lr~v f'~S.cr
(B) I give all jewelry previously owned by my -I-C--K8~,-3~-
K ''~ to my daughter, HALEY N. WALLACE, in kind.
My Trustee shall have the discretion to hold the said
jewelry for safe-keeping until my daughter shall reach
the age of eighteen (18) years;
~T
(C) I give all of my violins, and one (1) car of his choice,
to my son, NATHAN A. WALLACE, in kind. I~ Trus'~ee shall
>> `°~
h'ay\ the discre'G\ n to hol the said asse~t.s for`\afe-
.. \
keeping until my so~.~all reach the age of eig teen (~8)
~.
~~~
years;
(D) I devise and bequeath the remainder of my estate, real
and personal, together with all insurance thereon, in
equal shares to my children, ANDREA E. WALLACE, HALEY N.
WALLACE and NATHAN A. WALLACE.
(E) It is my desire that if I have minor children surviving
me at the time of my death, they continue to live in the
residence where they are living at the time of my death.
Accordingly, my Trustee is authorized to retain my
primary residence, together with such furniture and
furnishings which are necessary or convenient for its use
as the residence for my children, in kind, until such
time as my youngest child reaches the age of eighteen
(18) years.
ITEM II - If any beneficiary of my estate is under the age of
thirty (30) years at the time at which distribution of any property
devised or bequeathed by this Will would otherwise be made to such
beneficiary, my personal representative shall distribute the share
of such beneficiary to the Trustee herein named, to be held in
separate trust for such beneficiary. The Trustee shall hold,
manage, invest and reinvest any property received by the Trustee,
- 2 -
whether under this Will or otherwise, and shall collect the income
thereof, and shall apply so much of the net income and, if the net
income is insufficient, so much of the principal of the property
held for such beneficiary as the Trustee shall deem necessary or
advisable for such beneficiary's health, maintenance, support and
complete education, both undergraduate and graduate. When the
beneficiary obtains the age of twenty-four (24) years, the Trustee
shall distribute to such beneficiary one-third of all property held
by the Trustee for such beneficiary. When such beneficiary attains
the age of twenty-seven (27) years, the Trustee shall distribute to
such beneficiary one-half of all property held by the Trustee for
such beneficiary. When such beneficiary attains the age of thirty
(30) years, the Trustee shall distribute to such beneficiary all
remaining property held by the Trustee for such beneficiary. If
such beneficiary dies before obtaining thirty (30) years of age,
the Trustee shall distribute to the personal representative of such
beneficiary's estate all property held by the Trustee for such
beneficiary.
ITEM III - All shares of principal and income hereby given
shall be free from anticipation, assignment, pledge or obligation
of the beneficiaries and any of them, and shall not be subject to
any execution, attachment, levy or sequestration or other claim of
creditors of said beneficiaries or any of them.
- 3 -
ITEM IV - No fiduciary under this Will shall be required to
give bond or other security for the faithful performance of the
fiduciary's duties. Any such fiduciary shall have the following
powers, in addition to those given by law:
A. To invest in, accept and retain any real or
personal property, including stock of a corporate
fiduciary or its holding company, without restriction to
legal investments;
B. To sell, exchange, partition or lease for any
period of time any real or personal property and to give
options therefor for cash or credit, with or without
security;
C. To borrow money from any person, including any
fiduciary acting hereunder, and to mortgage or pledge any
real or personal property;
D. To hold shares of stock or other securities in
nominee registration form, including that of a clearing
corporation or depository, or in book entry form or
unregistered or in such other form as will pass by
delivery;
E. To engage in litigation and compromise,
arbitrate or abandon claims;
F. To make distribution in cash, or in kind at
current values, or partly in each, allocating specific
- 4 -
assets to particular distributees on a non-pro rata
basis, and for such purposes to make reasonable
determinations of current values; and
G. To make elections, decisions, concessions and
settlements in connection with all income, estate,
inheritance, gift or other tax returns and the payment of
such taxes, without obligation to adjust the distributive
share of income and principal of any person affected
thereby.
~~~
ITEM V- I appoint n~-w'i~e, LA , Execut~ of
this Will. f my
continue as Exe
j~
be.for~ ~~r E a ,ter ~y
.\ ~ t
Execl~. for .
laid wife\\is unwil~l.ing or fable to.~ act or
cut~ix, for any reaso~ whatsoe r and ether
death, I appoi~t DENN~S J. SHAT O, succ sor
ITEM VI - I appoint WAYNE LOGUE, currently of American Express
Financial Services, Trustee under this Will. If MR. LOGUE is
unwilling or unable to act or continue as Trustee, for any reason
whatsoever and whether before or after my death, I appoint ~.
W A C l-~t~V I ~4 [5/~ +~~ l<
~~1A~I~~, successor Trustee.
ITEM VII - I appoint my wife's niece, LYNETTE GREENS and her
husband, JOHN GREENS, of Mechanicsburg, Pennsylvania, or the
survivor of them, guardians of the person of each minor child of
mine for whom I am entitled to appoint a guardian of the person.
- 5 -
IN WITNESS WHEREOF, I have hereunto set my hand and seal to
this my Last Will and Testament, this ~ day of
pGTb11Gs~ , 2000.
i ~d'~~.--_. (SPAT,)
THOMAS M. WALLACE
Signed, sealed, published and declared by the above Testator,
THOMAS M. WALLACE, to be his Last Will and Testament, in our
presence, who, at his request, in his presence and in the presence
of each other, we, believing him to be of sound mind, memory and
understanding, have hereunto subscribed our names as witnesses.
o f /~l.Gu/ {- ~
- 6 -
COMMONWEALTH OF PENNSYLVANIA
SS.
COUNTY OF DAUPHIN
We, THOMAS' /M. WALLACE, Testator,
V
and O~°/In/S S/lam ~~d witnesses, respectively, whose
names are 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, 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 witnesses and that to
the best of their knowledge, the Testator was at that time eighteen
(18) years of age or older, of sound mind and under no constraint
or undue influence.
~-
THOMAS M. WALLACE - Testator
`~ r ~,
Subscribed, sworn to and acknowledged before me by THOMAS M.
WALLACE, thet~Testator, and subscribed and sworn to before me by
~/rl~a /v. /tea ~U~G and ~Cr7i7/~s (~ ~~~ ~~~
witnesses, this ~~'~i day of ~c~d~6c/' 2000. ,
~~ r
NOTARY UBLIC
Notarial Seal
Jenny A. Tobias, Notary Public
Harrisburg, Dauphin County
My Gommission Expires Feb. 15, 2001