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HomeMy WebLinkAbout09-24-07 PETITION FOR PROBATE AND GRANT OF LETTERS REGISTER OF WILLS OF Estate of Anne W. Waddington also known as CUMBERLAND COUNTY, PENNSYLVANIA File Number 21-- D"\ O<&O~ , Deceased Social Security Number 238-46-3672 Thomas V. Waddington Petitioner(s), who is/are 18 years of age or older, apply(ies) for: (COMPLETE 'A' or 'B' BELOW:) lID A. Probate and Grant of Letters Testamentaryand aver that Petitioner(s) is/are the Executor named in the last Will of the Decedent, dated 10/08/2002 and codicil(s) dated Harold T. Waddington deceased June 13, 2007; Renunciation of Ruth A. Patrick and John F. Waddington renounced 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 instrument(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 (II applIcable, enter: c.t.a.; d.b.n.c.t.a.; pedente lite; durante absentia; durante mmontate) 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(lf 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 C) C:':;O , -r (::::;) = ........ Q \J (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania with 723 Oak Oval, Mechanicsburg, Upper Allen, Cumberland, PA 17055 (List street address, town/city, township, county, state, zip code) ...;;:.. - -' ::0 his / her last principal resi~ctJ at N UJ N Decedent, then 77 years of age, died on 08/28/2007 at 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 $ situated as follows: 20,000.00 0.00 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: Signature Typed or printed name and residence Thomas V. Waddington 1540 McCormick Drive Mechanicsburg, PA 17055 Form R Rev. 10-13-2006 Copyright (c) 2006 form software only The Lackner Group. Inc. Page 1 of2 Oath of Personal Representative } SS } COMMONWEALTH OF PENNSYLVANIA 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 before me this day of Signature of Personal Representative File Number: 21-- a'l- 08lc9 ':.~ <~-;;;O , =.~ -;-- .=:'c) -,~...;- . .~~5? .~~~;q - ~ ~ -~ Signature of Personal Representative (-") P:j --c N Sf" 55 , Deceas.~-j :s! -'- Estate of Anne W. Waddington r::;; 0' N Social Security Number: 238-46-3672 Date of Death: 08/28/2007 AND NOW, ~~a~ d(t), , in consideration of the foregoing Petition, satisfactory proof having been presented before me, IT IS DECREED that Letters Testamentary are hereby granted to Thomas V. Waddington in the above estate and that the instrument(s) dated 10/08/2002 described in the Petition be admitted to probate and filled of record as the last Will (and Codicil(s)) of Decedent. FEES Letters..................aQTQ~.... $ Short Certificate(S~..........\........... $ Renunciation(s).................~........ $ ( ()() . () () ~OC) \Do{) \~ \0 t:;;' ~ch~~<I<f -'-~"..., Attorney Signature: Attorney Name: Supreme Court I.D. No.: Address: Hummelstown, PA 17036 Telephone: 717/533-3280 TOTAL................................. $ \"(::,1.\00 Form RW-02 Rev. 10-13-2006 Copyright (c) 2006 form soflware only The Lackner GrouP. Inc. Page 2 of2 HIOS.80S REV 101107) LOCAL REGISTRAR'S CERTIFICATION OF DEATH WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $6.00 P 13857667 Certification Number 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. !hn- fr; ~ AUl130 1007 Local Registrar Date Issued o : -: :;;;; ',.+C) ;:c~,:h ''''c.:'D (/:) -:;., r-.J (..:=;:) = --.J (./) rr1 -0 N ,.I:'"" o T1 \J _h.. N U1 N REV 11/2006 I PRINT IN -'ANENT .CKINK COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH (See Instruc;tlons and examples on reverse) 19. _s Name (Fifst. _."- surname) Hester Battley 201>. Inlormanrs MalIln9 Add....(S1reel. city 1_. _. z\> code) 1540 McCormick Drive, Mechanicsburg, PA 17055 21~ Place of ~ (Name 01 cemet"'Y, _ 0< _ place) 21d. Locallon (CMy 1_. _, zip code) Evans Crematory Schaefferstown, 5. t.qe (lasI Binhday) 77 v". Bb. CounJy of Dell1h Cumberland 11,_sUIllII lion _01 ...00...._ Kmdof_ Kmdol_'1ndusIry Homemaker Domestic . 16. Dacedenl's MaiIng _(_. city 1 town. sial'. zip code) 723 Oak Oval Mechanicsbur , PA 17055 18. F_'s Name (ArsI, _, lest, SlJt6x) Angus Lacy Wicker 200. In_s Name (Type 1 Print) Thomas V. Waddington 21.. Melhod 0I1J1spce11lon I [JlcremelIon 0 Donation . 0 Burial 0 R_fTomSlale ; WuCromollono<_AuIllorIzod o 0ltIe<. SpecI/y: by - EDmInor I Coroner? =' 22a. of Sefvicj (or petIOn acting as such) Dacedenl's ActuiIResIdenCe 17a.State Pennsylvania Cumberland .7b. CounIy :. IIeme 2-1-26 must be compIol8d by poISOn 24. 11me 01 DelI1h 25. IlaIo - Deed (MonIh. cloy. yGll~ . whopronounc:eo_ &.'2 AM. t/atJltJ7 : ~ S"1fhr? CAUSE OF DEATH (See inetrUcItona and oxamples) 110m V. Port I: EnIor lhO ~ - _. ....... 0< COf11Illca1Ions -1ha1 rIrodIy caused lhO _. DO NOT ontor terminal...... such as ""- arrest. /OSlII!OIO!Y_o<__wlhclulsI\owInglhOelIoIOgy.LI8lOl'lyone""UOI",_IIne. I ApproxImal9mefYll: 1 Onset to 0eaIh I I , I I I I I I I I I I I , I =~=-.-;. ~ III condtions. i lIlY, =ud.\t'v::r~u:: 8. =-":;~m~~ mC&..!>~ille. IJI)o/e"l!i"ll<JII6 0 ry.",M"t'"k.II-~ ~ iltletolo<asa_oI): C b. iltle to lor as a oonsaquooco 01)' e. iltle to (0< as a oonsaquooco 01): 300.w..on~ PorIonnad? d. 3Ob.Wa<a~FrncIngs A_Priorto~ 01 eo... 01 Dealh? OVas ONo 32<1. TIme 01 \njL<y aUlamerolDell1h g]- D- O Accident 0 Pending InweIlgolkIn o Suicida 0 Could NoI be DeIam1lnad OOlhe' . SiJe<;ly: 10. Rac8:.Am8rican Indan. Black, White, Ii:. (Spoc;I}/I white 14. MariIaI S1atus: Married. Never Married. _. DIYolced (Spoc;I}/I Widowed Did Decedon1 Uveina TOWIlIhip? Upper Allen 17e. IKI vas IJacedonl LNod ~ 17d. 0 No, Dacadentl.lved_ AcluaJUmllsol TW!>. CMylBolll PA 17088 Inc., P.O. Box 431, New Cumberland, PA 17070 23b.\.iconSaNoolbor 230. Dela Signad (MonIh. day. yea~ 2ft Was Case Referred to Medical Examiner I Coroner lor a Reason Other lhan Cremation or Donation? Ovas ~No Part II: En1er__"'-'_to_ bol....<aSUling~lhtundetlyi~ClIuot!iVan~PortI. 28. Did Tobecco Use Conbiluto to Deolh? o Vas OProl>aIlly ONo 0- 29. ~ Female: o Not pIegNnI_n past yGllr o P""",","l\maoldoalh o NotprlglOlll.bolpl9g<1lnl_42days ol_ D Not P!8lII'8nI. bul prIglOIll 43 days 10 1 yeo, befO<a_ O_Ipregn8nlwilhinlhOpastyaor 32<. Place 01 \njL<y: Home. Fann. SIraet, Factory, Oft1ceBulldlng,aIc.(5pacIIy) 32g. Locallon oIlnjuIy (SIraet. city ,-. "") M. 32f.~Tran_lionkjuly(5pacIIy) ODMrlOpelalor OPasasngor OP- 0Ih0r . SpecI/y: 33b. SlgneIulaandT"'otCortilier o Vas :gNo 33a.Cortilier(GllecI<Ol'Iy""J . ~~..:::==.:.;.~~~..:=~~_~~~_~~~~~_________________ 0 ~ ~':.:~=;:"~IIllI~~=toto:"~=_as'-"_________________ 0 ==.=....,or~.1n my opinion. __ at the tIme._.... place. IIllI due to 1110 couso(s) end....... as __ 0 35. ~ ni"""",1tInn P..rmit Nn 3311. IlaIo S9lId (MonIh. day, yaorJ frU> e-1-.Wt1'7 34. Name and_ 01 Pttson _ Con'4lIeIed eo... 01 DelI1h (110m 27) T=, /)1 , U, II- -e t "'D~ JI')( I e.J,. ~ Ie 1()~Lutt:J#1'''' S+ Le"'~)';,Je. 1'19- . . Last Will of ANNE W. WADDINGTON I, ANNE W. WADDINGTON, the Testatrix, a resident of Cumberland County, Pennsylvania, declare that this is my Last Will. I hereby revoke all my previous wills and codicils. Article One Introductory Provisions Section 1. Marital Status I am currently married to HAROLD T. WADDINGTON, and all references to my Spouse in this will are to HAROLD T. WADDINGTON. Section 2. Children All references to "my children", subject to the exclusion of any child under subsequent provisions of this Section 2, are to all of the children so identified in this Section 2, but only to those children and any children born to or adopted by me subsequent to the execution of this, my Last Will. a. The names and birth dates of my children are: ~ Birth Date JOHNF. WADDINGTON RUTH A. PAlRICK THOMAS V. WADDINGTON March 08, 1951 October 22, 1957 January 26, 1960 Zt'\ .":;:1' t .::J .' I c.,,, J u '-,....J i~71->.... J"",:~~ H... u':'J,) LU:.J,: - -',_.'.,,,; ~ .' '...... ..,j . ~ Article Two Appointment of My Personal Representatives Section 1. Nomination of My Personal Representatives I appoint the following to be my Personal Representative(s) in the order of priority in which their names appear: HAROLD T. WADDINGTON AND TIlOMAS V. WADDINGTON; TIlEN IF HAROLD T. WADDINGTON IS UNABLE OR UNWILLING TO SERVE, TIlOMAS v. WADDINGTON AND JOHN F. WADDINGTON AND RUTH A. PATRICK, OR TIlE SURVIVOR(S) OF TIIEM; TIIEN HERSHEY TRUST COMPANY If, for any reason, the Personal Representative(s) named above are unable or unwilling to serve, the next successor Personal Representative(s) shall serve in the order of priority listed until the list has been exhausted. Unless otherwise specified, if Co-Personal Representatives are serving, the next named successor Personal Representative shall serve only after all of the Co-Personal Representatives cease to act as Personal Representatives. Section 2. Waiver of Bond No bond or undertaking shall be required of any Personal Representative nominated in this Last Will. Section 3. General Powers My Personal Representative shall have full authority to administer my estate under the laws of the Commonwealth of Pennsylvania relating to the powers of fiduciaries. My Personal Representative shall have the power to administer my estate under the Pennsylvania Probate, Estates and Fiduciaries Code. .. Article Three Disposition of My Property Section 1. Estate Planning Letter or Memorandum To the extent permitted by state law and not necessary to fully utilize my Unused Applicable Credit Equivalent, my Personal Representative shall distribute such of my personal or household items to such persons as I may direct by a written instrument signed by me and delivered to my Personal Representative. Section 2. Distribution to My Revocable Living Trust I give all the rest, residue and remainder of my property of whatever nature and kind and wherever located to the then acting Trustee(s) of my revocable living trust of which I am a Trustor known as the: ANNE w. WADDINGTON LIVING TRUST, dated November 20, 2000, and any amendments thereto. I executed said revocable living trust prior to the execution of this Last Will. Section 3. Alternate Disposition If my revocable living trust is not in effect for any reason, I give all of my property to my Personal Representative under this will as Trustee who shall hold, administer and distribute my property as a testamentary trust the provisions of which are identical to those of my revocable living trust on the date of execution of this Last Will, or as thereafter amended. Article Four Death Taxes Section 1. Definition of Death Taxes The term "death taxes," as used in this will, shall mean all inheritance, estate, succession, and other similar taxes that are payable by any person on account of that person's interest in the estate of the decedent or by reason of the decedent's death, including penalties and interest, but excluding the following: a. Any additional to the federal estate tax for any "excess retirement accumulation" under Internal Revenue Code Section 4980A. b. Any additional tax that may be assessed under Internal Revenue Code Section 2032A or 2057; and c. Any federal or state tax imposed on a Generation Skipping Transfer, as that term is defined in the federal tax laws, unless the applicable tax statutes provide that the Generation Skipping Transfer Tax is payable directly out of the assets of my gross estate. Section 2. Payment of Death Taxes Pursuant to the terms of my revocable living trust, all death taxes whether or not attributable to property inventoried in my probate estate shall be paid by the Trustee from my Trust. However, if my Trust does not exist at the time of my death or if the assets of my Trust are insufficient to pay the death taxes in full, I direct my Personal Representative to pay any death taxes that cannot be paid by my Trustee from the assets of my probate estate by equitably prorating and apportioning those taxes among the beneficiaries of this will. Unless specifically provided otherwise in my Trust, all death taxes incurred by reason of assets being transferred outside of my Trust or probate estate shall be assessed against those persons receiving such property. Section 3. Waiver of Right of Reimbursement Under Code Section 2207A I hereby waive my estate's right of reimbursement under Code Section 2207 A. Article Five General Provisions Section 1. No Contest Clause If any person or entity singularly or in conjunction with any other person or entity, directly or indirectly, contests in any court the validity of this Last Will including any codicils thereto, then the right of that person or entity to take any interest in my estate shall cease and the demise of that person (and his or her descendants) or entity shall be deemed to have occurred prior to mine. Section 2. Captions The captions of Articles, Sections and Paragraphs used in this Last Will are for convenience of reference only and shall have no significance in the construction or interpretation of this Last Will. Section 3. Severability Should any of the provisions of this Last Will be for any reason declared invalid, such invalidity shall not affect any of the other provisions of this will and all invalid provisions shall be wholly disregarded in interpreting this Last Will. Section 4. Governing Law This Last Will shall be construed, regulated and governed by and in accordance with the laws of the Commonwealth of Pennsylvania. I signed this, my Last Will, on OCT 8 - 2002 ~wf!ge{fJt: ATTESTATION CLAUSE On this OCT 8 - 2002 , ANNE W. WADDINGTON, Testatrix, personally Published and Declared the foregoing instrument, as and for her Last Will and Testament, in the presence of each of us and all of us together, who, at her request, in her presence, and in the presence of each other, also signed the said instrument as witnesses. We further state that each of us believes that at the time she executed the foregoing instrument he was of sound mind and memory, of lawful age, and did so execute it as her own free act and deed and not under the constraint or undue influence of any person. v(VIt'LSiTe. t.-, Ii-, ~ Witness q [). '-I (Y~d~ Jd,.J Street Address d::1end~ /2.1 /7o:lJ. City, S t, ZIp e~(Yq~ 16~ S.l2tcJA-o oLLSt- Street Address ~ COMMONWEALTH OF PENNSYLVANIA COUNTY OF DAUPHIN 1) We, ANNE W. WADDINGTON, ':f'Cl&l.i a. C.I-<.lt),J-I,"'"'fvJ and I emlo{)l.J. La fi1- , the Testatrix and the witnesses, respectively, whose , names are signed to the attached or foregoing instrument, being duly first sworn, do hereby declare to the undersigned authority that we were present and saw the Testatrix sign and execute the foregoing instrument as her Last Will; that the Testatrix signed it willingly, or directed another to sign it for the Testatrix, that it was executed as her free and voluntary act for the purposes therein expressed; that each subscribing witness in the presence and hearing of the Testatrix signed the Last Will as a witness; and that to the best of our knowledge the Testatrix was at the time of sound mind and memory, of lawful age, and under no constraint or undue influence. k%,t. ~ ~ADDINGTON i L/21~e../{~ W~(l Willie" I CJW SUBSCRIBED, SWORN TO and ACKNOWLEDGED before me, a notary public, by ANNE W. W ADDINGTOZ;he Testatrix, and --fV7 ~~ ti.LJo~#uT..J and 12-ne lorx J . ta T~ , the witnesses, on this OCT 8 - ~002 { ~~ X ~4b;4.tJ otary PublIc (SEAL) 11;-' ~ \ () \ ~Y)\b'\ RENUNCIATION REGISTER OF WILLS OF CUMBERLAND COUNTY. PENNSYLVANIA Estate of Anne W. Waddington . Deceased I, John F. Waddington in my capacity/relationship as (PrltII Name} Co-Executor/Son of the above Decedent, hereby renounce the right to administer the Estate of the Decedent and respectfully request that Letters be issued to Thomas V. Waddington 1/ZZ,/~7 (Dais} ~ n,L.cl~- (jSlr/tl8ilk} () John F. Waddin t Q . .""'0 427 Hummel Avenue ~:J:J .r -,-, (5ttBeI AttdI'Uss) ,~ P Lemoyne, PA 17043 (Clly, S/8J&. ZIp} ..:.:; q:; .:C...-:-JA .:'~:3 Sp? ~-) c--... c:.:..:::; -.... r/'j ,.,.., -0 f\) -::- :'XJ --I -0 ~ is> en f\) Executed in Register's Office Sworn to or affirmed and subscribed before me th'~ day of Executed out of Register's Office Before the undersigned personally appeared the party executing thIs renunciation and certIfIed that he or she executed the renunciation for the purpo~s stated within on this 11.1- day of J&~t1b("" . )(Jo'1 Deputy for Register of Wills Notary Public My Commission Expires: (SlgnalurIIand lI8lII of NDlIuy Ill" alher aflIcIaI qll8l111ed Ia edmln1sl8r allhS. Shaw data oJ uptrallan of Nol8ry's c:ammlsalan.) Form RW.06 Rev. 11J.13.2/JDB Copyright (0) 2006 Iorm saftware cnIr Thu 1..adul8I' GIllUP. Inc. COMMONWEALTH OF PENNSYLVANIA NolariaI Seal [)eoiseM. Long. ~ OenYTWP.. ~kv25 2011 ComfT\iSSiol"I ExpireS ...-, . Me:er. Pennsylvania A.ssOClatlon of Notaries ~'t>1~ RENUNCIATION REGISTER OF WILLS OF CUMBERLAND COUNTY. PENNSYLVANIA Estate of Anne W. Waddington I Deceased in my capacity/relationship as I, Ruth A. Patrick (PrlII/_J Co-ExecutorlDaughter of the above Decedent, hereby renounce the right to administer the Estate of the Decedent and respectfully request that Letters be issued to Thomas V. Waddington 9-d/-O 7 /iZY/,t). &~4 (SIgna,...) Ru A. Patrick ',~"" 0 ,.. -." :: =-'[=1 =0 128 Victoria Drive (SInIel Address) ~) '= ~ . -..J en t"Tj -0 ,,-' r- (Dale) ~~..~ ~~ ;3S~ -0 -.,"" Mechanicsburg. PA 17055 (CIIy, SIaIa, Zlp) =15 I ~ -.....'-' U1 N Executed in Register's Office Sworn to or affirmed and subscribed before me thll: day of Executed out of Register's Office Before the undersigned personally appeared the party executing this renunciation and certified that he or she executed the renunciation for the purposes stated within on this ,}-I day of (:f Ib1 bel- ,)f 0 1 Deputy for Register of Wills Notary Public My Commission Expires: (SIgn.lura Bnd .88' of Nolary or DlhBr aIlld.1 qualified 10 .dmlnls1er DlIIhs. ShaW dlI18 ofaxplnlllan ar NaIIIy's CllI'I1Il1INlan.) Farm RW-DS RD.. 10.13-2006 Capyrtghllc) 2006 rann aDllw8fe IllIly The Lackner G1aup, Inc. COMMONWEALTH OF PENNSYLVANIA NoIariaI Seal Denise M. Long, Notary PubIc Deny Twp., Da\.4Jhin Cou1ty My Commission E>lpires May 25. 2011 Member, Pennsylvania Association of Notaries