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HomeMy WebLinkAbout06-06-07 PETITION FOR PROBATE AND GRANT OF LETTERS REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Estate of Evelyn M. Howley also known as File Number --1iJ - D 7 - 6.lJl5Lf . Deceased Social Security Number 025-09-6871 Petitioner(s), who is/are 18 years of age or older, apply(ies) for: (COMPLETE 'A' or 'B' BELOW:) IZI A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is / are the Executor last Will of the Decedent dated May 26, 2006 and codicil(s) dated named in the (State relevant circumstances, e.g., renunciation, death of executor, etc.) _. I Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of theinstrume~s) offered for probate, was not the victim of a killing and was never adjudicated an incapacitated person: :.~ o B. Grant of Letters of Administration ..IJ -.'"1 t...~. (If applicable, enter: c.I.a.; d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritate) <." o Petitioner{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.t.a. or d.b.n.c.t.a., enter date of Will in Section A above and complete list of heirs.) Name Relationship Residence (COMPLETE IN ALL CASES:) Attach additional sheets ifnecessary. Decedent was domiciled at death in Cumberland 114 Runson Road. Camp HilL PA 17011 (Camp Hill Borough) (List street address, town/city, township, county, state, zip code) County, Pennsylvania with his / her last principal residence at Decedent, then 92 Cumberland County. P A years of age, died on June 3, 2007 at Holy Spirit Hospital, East Pennsboro Township, Decedent at death owned property with estimated values as follows: (If domiciled in P A) 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 150,000.00 $ $ $ $ 125,000.00 situated as follows: 114 Runson Road, Camp Hill 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: Paul J. Howley, 284 Harvard Street #53, Cambridge, MA 02139 Form RW-02 rev. 10.13.06 Page 1 of2 Oath of Personal Representative COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF Cumberland 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. Sworn to or affirmed and subscribed Si~Z~~ 7 before me the Ijf-f1. day of Signature of Personal Representative '~:J 7' ,:::) -.... Signature of Personal Representative c.._ '_'I :;1 - 0'1... OS54 .; File Number: r~~ Estate of Evelyn M. Howley , Deceased o Social Security Number: 025-09-6871 Date of Death: June 3, 2007 AND NOW, (jtl1 ~ 9! CJuJ1f../ , ,;2007 , in consideration of the foregoing Petition, satisfactory proof having been presented before me, ~REED that Letters Testamentary are hereby granted to Paul J. Howley in the above estate and that the instrument(s) dated May 26, 2006 described in the Petition be admitted to probate and filed of record as the last Will (and Codicil(s)) of Decedent. FEES {Jt.oJ1 dtl I 1Q fUJf)tJ J/AjJ,~ bdll u.Jt $ a. j D. {)O Register of Wills t:1 ~ (',t IV &1 JI J-' Letters ............... ~ .d """"'I""" !J Short Certificate(s) . . . . . . . . $ 1(0, CO Attorney Signature: Renunciation(s) .......... $ & ...$_l~IOD _ $ /0.00 h o-n ... $ 6JJD .. . $ .. . $ .. . $ .. . $ .. . $ $ ~.:::/,.. TOTAL.............. $~ Attorney Name: Elyse E. Rogers Supreme Court J.D. No.: 41274 Address: 635 North 12th Street, Suite 400 Lemoyne, PA 17043 Telephone: 717-612-5801 Form RW-02 rev. 10.13.06 Page 2 of2 ;J ~ ')." ';'\05 :\.~v ~ /r:." -J/.c7- C5Stf Thi~ is to certify that the information here given is correctly copied from an original certificate of death july filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent fjlinf:. WARNING: It is illegal to duplicate this copy by photostat or photograph. No. ~/?~~~" Local Registrar Fee for this certificate, $6.00 p 13355940 JUN 0 ~ 1007 Date --.J .1';.::: \...) ~ ~'. (J') l...~ 3 REV 1112006 I PRINT IN ~MANENT ACK INK COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH (See Instructions and examples on reverse) STATE FILE NUMBER 1. Name 01 Docedent IFilIl. mldde, last, d,) Evelyn M. Howley 5. Ago (Lul Birlhdayl Undar 1 r ...... 92 Vrs. OOther. Spaci~: 10. Race: American Indian, Black, WhIte, etc. ISpecif)\Whi te Bb. County 01 Death 14. Mari1al Status: Manied, Never Married, WIdowed, DIvon:ed ISpacifyj Widowed Did Deceda.. Uveina Townah~? 17c. 0 Yea, Decedent Lived in 17d~ ~_IUvad_ Actual Umils of Camp Hill Twp. 11b. County CilyIBoro 18. Father's Name (Flrsl. middle, Iasl, suffix) Wallace M. Fitz erald 208. Informant's Name (Type I Print) Paul J. Howley 19. Mother's Name (FIrst, mIddIa, maiden surname) Margaret Smith 2Ob.lnIormanra MaII>lg__I_, dtyl_, alala, zip_I 284 Harvard St Cambridge,Ma 02139 Home Inc 23b. Ucense Number 23< Dale Signed (Month, day, yea~ 21c, PIaca ol DIapoaItIon (Nama ol_, cramaloly or _ ~aca) Gate of Heaven Cemetery 26. Was Case Referred to MedcaI Examiner I Coroner for a Reason Other than Cremation or Donation? OV" ONo I Approximate interval: Pari II: Enter ohr slmlflcanllXll'lCitionllXlnlribulna 10 d8IlIh, : OnMttoDeath bulnotresullingintheundeftylngca\J8l8bMninPartl. Use Contribute 10 Death? OProllably o No 0 Unknown 29. If Female: o Not pragnant ..thin pasl year o Pr8g1aI1I at time of death o Nor pragnanl, but pragnanlwtthio 42 days llIdasth o Not pregnant, but pr8!1'8fd 43 clays to 1 year before death D Unknown if pregnanl within \he past year 32c. Place 01 Injury: Home, F81TT1, 9:reet, Factory, 0IIica BuMdlng, etc. (Spocify) ~ IisI condIions, if any, b. =: UNOE~::rc:'U:: a. ~"'..:..'ty.,~~tha c d. 308. Was an Aulopsy P.- OYes J(l No Ov" ONo ON""'" 0- o Acddonl 0 Pandilg Invaaligation 320. Tme llIlnju~ o Suicide 0 Could Not ba Determined 32g. locallon 01 Injury (Street., City I town, Slale) M. 338. COItifla< Ichack only ""I CerttfyIng phy.1cian (Ptlysician certifying cause of death when another physidan Ilas pronounced death and canpIeIed ttem 23) To the belt of my 1lnowIedstI, death OCCUI1"edd....tothecause(.)and................. _ _ _ _ _ _ _ _ _ _ _ __ _ __.... _ _ _.. _ _ _ _ _ _ __ __ PronouncIng"'__(_n_~_and_tocauaaot_1 To the belt of my knowtedge, dIeth occtImId. the Itme, date. and p&.cI!, and due to the C8UM(.) Ind manner..1tIted.. _ _ _ .. _...... _.... _ _.. _ _ _ 0 _, Examlnar I Coronar On ItMI balte of examinltion Ind I or Invntigatlon, In my opInkHl, death occurred It the time, date, and pB:e, and due to the cauee(l) and manner.s sIIllCL 0 35. Registrar's ~ I~/I~I/I ()~ \'l~l Disposition Permll No. Last Will and T cestamcent (.i OF EVELYNM. HOWLEY i.':'" I, EVELYN M. HOWLEY, of the Borough of Camp Hill, Cumberland County, Pennsylvania, do make, publish and declare this to be my Last Will and Testament, hereby revoking all Wills and Codicils by me heretofore made. ITEM I: Familv Information. I am a widow. I have one living child: PAUL J. HOWLEY. I have one deceased daughter: LINDA HOWLEY, who is survived by no issue. ITEM II: Death Taxes. I direct that all inheritance and estate taxes becoming due by reason of my death, whether payable by my estate or by any recipient of any property, shall be paid by the Executor out of the residue of my estate, as an expense and cost of administration of my estate, except that no taxes shall be charged against any gift qualifying for the marital or charitable deduction in my estate. The Executor shall have no duty or obligation to obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other property not passing under this Will. ITEM III: Debts and Final Expenses. I direct the Executor to pay the expenses of my last illness, my legally enforceable debts, and my funeral expenses from the residue of my estate as an expense and cost of administration of my estate. ITEM IV: Cash Gifts. I make the following cash gifts: (i) The sum of ONE THOUSAND DOLLARS ($1,000) to EUGENE KEITH; (ii) The sum of ONE THOUSAND DOLLARS ($1,000) to GLORIA RINGHOFFER; Page 1 trnrl (iii) The sum of TWO THOUSAND DOLLARS ($2,000) to THE HUMANE SOCIETY OF THE HARRISBURG AREA, INC.; and (iv) The sum of THREE THOUSAND DOLLARS ($3,000) to THE CHURCH OF THE GOOD SHEPHERD, Camp Hill, Pennsy lvania. ITEM V: Tang-ible Personal Property. I give to my son, PAUL J. HOWLEY, all of my tangible personal property, including but not limited to, all of my household furniture and furnishings, books, pictures, jewelry, silverware, automobiles, wearing apparel and all other articles of household or personal use or adornment and all policies of insurance thereon. ITEM VI: Residue. I give the residue of my estate, not disposed of in the preceding portions of this Will, to my son, PAUL J. HOWLEY, if he survives me. If he does not survive me, I make this gift to his then living issue, per stirpes. If he is not survived by any then living issue, the residue shall be distributed in equal shares to: (i) THE HUMANE SOCIETY OF HARRISBURG AREA, INC.; (ii) THE CHURCH OF THE GOOD SHEPHERD; (iii) CATHOLIC CHARITIES OF THE DIOCESE OF HARRISBURG, PA, INC.; and (iv) THE AMERICAN CANCER SOCIETY. ITEM VII: Administrative Powers. In addition to the powers granted at law, the Executor shall possess the following powers, each of which shall be construed broadly and may be exercised without court approval, but in a fiduciary capacity only: t )n I-{- Page 2 -r I i' (a) Retain Investments. To retain any investments I have at my death, including specifically those consisting of stock of any bank even if I have named that bank as the Executor. (b) Varv Investments. To vary investments and to invest in bonds, stocks, notes, real estate mortgages or other securities or in other property, real or personal, without being restricted to so-called "legal investments", and without being limited by any statute or rule of law regarding investments by fiduciaries. (c) Division of Assets. In order to divide the principal of my estate or make distributions, the Executor is authorized to distribute personal property and real property partly or wholly in kind, and to allocate specific assets among beneficiaries so long as the total market value of each share is not affected by the division, distribution or allocation in kind. The Executor is authorized to make, join in and consummate partitions of lands, voluntarily or involuntarily, including giving of mutual deeds, or other obligations, with as wide powers as an individual owner in fee simple. (d) Sell Assets. To sell either at public or private sale any or all real or personal property severally or in conjunction with other persons, and to consummate sale(s) by deed(s) or other instrument(s) to the purchaser(s), conveying a fee simple title. No purchaser shall be obligated to see to the application of the purchase money or to make inquiry into the validity of any sale. The Executor is authorized to make, execute, acknowledge and deliver deeds, assignments, options or other writings as necessary or convenient to carry out the powers conferred upon the Executor. (e) Encumber Real Estate. To mortgage real estate, and to make leases of real estate. (f) Borrow Money. To borrow money from any person, including the Executor, to pay indebtedness of mine or of my estate, Page 3 t~rt expenses of administration or inheritance, legacy, estate and other taxes, and to assign and pledge assets of my estate. (g) Pay Costs. To pay all costs, taxes, expenses and charges in connection with the administration of my estate. (h) Distributions Without Court Order. To make distributions of income and of principal to the proper beneficiaries, during the administration of my estate, with or without court order, in such manner and in such amounts as my Executor deems prudent and appropriate. (i) Vote Stock. To exercise voting rights with respect to securities which form a part of my estate, and to exercise all the powers incident to the ownership of securities. (j) Reorganize. To unite with other owners of property similar to property in my estate to carry out any plans for the reorganization of any company whose securities form a part of my estate. (k) Disclaim. To disclaim any interest in property which would devolve to me or my estate by whatever means, including but not limited to the following means: as beneficiary under a will, as an appointee under the exercise of a power of appointment, as a person entitled to take by intestacy, as a donee of an inter vivos transfer, and as a donee under a third-party beneficiary contract. (1) Tax Returns. To prepare, execute and file tax returns of any type required by applicable law, and to make all tax elections authorized by law. (m) Allocate Expenses. To allocate administrative expenses to income or to principal, as the Executor deems appropriate. However, no allocation to income shall be made if the effect of the Page 4 l. m# r allocation is to cause a reduction in the amount of any estate tax marital deduction or estate tax charitable deduction. (n) Employ Advisors. To employ custodians of property, investment or business advisors, accountants and attorneys as the Executor deems appropriate, and to compensate these persons from assets of my estate, without affecting the compensation to which the Executor is entitled. (0) Adjust Basis. To make any adjustment to basis authorized by law, including, but not limited to increasing the basis of any property included in my estate, whether or not passing under this Will, by allocating any amount by which the bases of assets may be increased. The Executor shall be under no duty and shall not be required to allocate basis increase exclusively, primarily, or at all to assets which pass as part of my probate estate as opposed to other property for which a basis adjustment is allowable. The Executor shall allocate basis increase equitably among those beneficiaries receiving property as a result of my death, but shall not be liable to any person, nor subject to removal or surcharge, for any reasonable allocation of basis increase. (p) Compromise Claims. To compromise claims. (q) Other Acts. To do all other acts in the Executor's judgment deemed necessary or desirable for the proper and advantageous management, investment and distribution of the estate. ITEM VIII: Beneficiaries Under Age 25. If a beneficiary under the age of twenty-five (25) years is entitled to receive assets under this Will, the person who served as Executor of my estate shall retain those assets as Custodian for the beneficiary under the Pennsylvania Uniform Transfers to Minors Act. The Custodian may receive and administer all assets authorized by law, and shall have full authority as provided in the Pennsylvania Uniform Transfers to Minors Act to use assets in the manner the Custodian deems advisable for the best interests of the beneficiary. Page 5 z m"rl ITEM IX: Survival. Any person who has died within thirty (30) days of my death, or under such circumstances that the order of our deaths cannot be established by proof, shall be deemed to have predeceased me. ITEM X: with respect to Executors: Executors. I make the following provisions (a) Initial Executor. I appoint my son, PAUL J. HOWLEY, to be the Executor. (b) Successor Executor. In the event that my son, PAUL J. HOWLEY is unable or refuses to serve as Executor, I appoint FULTON BANK, Harrisburg, Pennsylvania, to serve as Executor. (c) Compensation. The Executor shall have the right to receive reasonable compensation for services rendered and reimbursement for reasonable expenses. (d) Standard of Care. No Executor shall be liable or accountable for any loss that may result from the good faith exercise of the authority granted in this Will. (e) Security. The Executor is specifically relieved from the duty of filing bond or entering security. IN WITNESS WHEREOF, I have set my hand and seal to this, my Last Will and Testament, consisting of this and the preceding five (5) pages, at the end of each page of which I have also set my initials for greater security and better identification this ~~ day of lYl. "1 ' 200~ . ~ ~- ~- (SEAL) EVELYN M. HOWLEY We, the undersigned, hereby certify that the foregoing Will was signed, sealed, published and declared by the above-named Testatrix 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 set our hands and seals the day and year first above written, and we certify that at the time of the execution thereof, the said Testatrix was of sound and disposing mind and memory. IJ/uJk t1. fI/~(SEAL) ,. ~Jpl ~) (SEAL) Residing at YI/ 11/V-/i.J Ji.uu Jl) ~1UMtu ~ F/! J 76/d -5'- Residing at :;.:;{S. ~~ ~ L Un../. cr ~ f;4- / )C~;- ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA ) ) SS: COUNTY OF ) I, EVELYN M. HOWLEY, 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 expressed. ~ )n, I~(SEAL) EVELYN M. HOWLEY Sworn to and subscribed before me this~~ day of ~ ~Cfk Notary Public My Commission Expires: (SEAL) 1~~EAL TH OF PENNSYLVANIA NOTARIAL SEAL CYNTH!/! J RULE, Notary Public Camp Hill Boro., Cumberland County M Commission Expires Februa 3, 2008 AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA ) ) SS: COUNTY OF ) We, /!/Jii'f ~ !J/d.,rll and [:(tJe [. t'3en the Witnesses whose names are signed to the attached or fo gomg mstrument, being duly qualified according to law, do depose and say that we were present and saw Testatrix, EVELYN M. HOWLEY sign and execute the instrument as her Last Will and Testament; that Testatrix signed willingly and that she executed said Will as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as Witnesses; and that to the best of our knowledge the Testatrix was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. t!juik tL. a/ JX/u o J/Lnefcf ~ Witness Sworn to and subscribed before methisd.Lhdayof ~ , 20 D4 V ~~LL My Commission Expires: (SEAL) COMMONWEALTH OF PENNSYLVANIA NOTARIAL SEAL CYNTHIA J. RULE, Notary Public Camp Hill Boro., Cumberland County My Commission Expires February 3, 2008