HomeMy WebLinkAbout09-20-07
PETITION FOR PROBATE AND GRANT OF LETTERS
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
Estate of Jean B. McCormick File Number 21-07- O~LN)
also known as
, Deceased
Social Security 162-22-3909
Petitioner(s) who is/are 18 years of age or older, apply(ies) for:
[Xl A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the
last Will of the Decedent dated November 26, 2002 and codicil(s) dated
N/A
named in the
(state relevenat Circumstances, e.g. renunciatIOn, death of executor, etc.)
Except as follows, Decedenl 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: No Exceptions
[ 1 B. Grant of letters of Administration
(Ifapplicable enter: c.t.a.; d.b.n.c.t.a.; endente lite; durante absentia; durante minoritate)
Petilioner(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 County, Pennsylvania with his/her last principal residence at
210 Bi S rin Road Newville, PA 17241 West Pennsboro Townshi
ist street a ress, town city, towns ip, county, state, zip co e
Decedent then
78 years of age died on
9/15/07 210 Bin S)in~ Road
Newvi e, A 7241
Decedent at death owned property with estimated values as follows:
(If domiciled in Pa.)
(If not domiciled in Pa.)
(If not domiciled in Pa.)
Value of real estate in Pennsylvania
situated as follows:
100,000.00
ence
I IS. C ormlc ,
" 2 Hearthstone Court, Mechanicsbur PA 17050
---.., Michele Ann Phillips
P 411 Bernheisel Brid e Road, Carlisle PA 17015
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Page 1 of 2
OATH OF PERSONAL REPRESENTATIVE
COMMONWEATLH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
The petitioner(s) above-named swear(s) or affirm(s) that the statement in the foregoing peition are true and corre
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 ' tj}..--
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File Number: LI-Dl-~loD
Estate of Jean B. McCormick , Deceased
Social Security Number:
\ LD 2.-2.2- 3/=1 oCt Date of Death q - i '::) ~o1
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1----:
AND NOW ~ {)+tfll L" 2{) ,20 6f in consideration of the Petition, satisfactory proof.'~
having been presented before me, IT IS DECREED that Letters Testamentary GJ
are hereby granted to Willis J. McCormick, II and
Michele Ann Phillips in the above estate
and that the instrument(s) dated November 26, 2002
described in thte Petition to be admitted to probate and filed of record as the las Will (and Codicil(s) of Decedent)
FEES
lftrJO-~(H~i1I\ ~~~J)U ~ B::
Register of Wills I --h..
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Signature
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Attorney Name Robert G. Frey
Letters (Q.,\O ,t()
Short Certificates i~ .0{)
Renunciation
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f\ ;'+0 ry'\f\tlu f\
Sup. Ct. J.D. No
46397
5 South Hanover Street
Carlisle, Pennsylvania 17013
Address:
(~ (.ll;
Telephone:
(717) 243-5838
TOTAL.. .
Page 2 of 2
LOCAL REGISTRAR'S CERTIFICATION OF DEATH
WARNING It IS illegal to duplicate this copy by photostat or photograph.
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TYPE, PRINT IN
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COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
(See instructions and examples on reverse)
I NamtJ ot DOCE:denllFlIsl. mll.idle last, sulfil)
Jean B. McConnick
5 Age !last BIr1hddyl
6 Ddle of Sinh (Manlh, day, year)
78,,,
16, 1929
!lb. Counly at Dealh
8d. FaCllily Name (11 nal insblullon, give slreel and numberj
CUmber land
(,(~ <'/\ R./ct
KIrIJulW0rk
Sales
Kmd 01 Bu~ill~ss Ilndu~tl)'
Fcx:d Merchant
12WasOecedanlevellnlhe
us Armed Forces?
Dye; I"l'NO
Docedenl's
Aclual ReSidence 17a. Stale
.. 16 DeceJ;:ml's Mdlliny Addwss (StleBt, city 110'0\00, state, lip code I
2 Hearthstone Court
Mechanicsburg, PA 17050
17tJ.CoulIty
19 Molher's N,JIIle (Filst, nuddle, rnalUlJn sumafll9)
Erma ~1. Rowe
III fathers Name IflrsL IllILlJle kist, SUI!I~)
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Robert L. Barrett
200. IntOfmanl's Maijlng Address ,SlrOOI, city I lawn, slale. lip code)
2 Hearthstone Court Mechanicsburg, PA 17050
21d Loc..tiofl (Cllyl lawn, Sldle.llpcode)
20a Inlormanls N"IOO (Ty~e I Prml)
Willis J. McCormick II
3 Social Security Number
162 - 22
14, Manlal Stalus. Mamed, Never Married
Widowed, DI'/orced (SpecifY)
divorced
Did Decedent
Uveina
Township?
170 G(y"D'''deoll'''d!O West pennslx>ro
17d.O Nu,Dl!CedenlLrvedwllhm
ACILlal limits 01
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21c Place 01 DISposillQ(l (Name ot cemetery, crematory 01 other place)
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22c,NameandAddressorfacllily 8 Market Plaza Way
Funeral Home Mechanicsburg, PA 17055
Appro~imale inlerv..l: Parlll Enler other :i!gn!1Iklm1~J~QnlIlQy~1Q~, 28 Old TQbacw Use Contribule \0 Dealh?
Onsel to DBalh bul not resulting In ltIe under1yif"l\l cause W~en Ifl Pan I 0 Yes 0 Probably
o No 0 Unknown
29 Ufemale
o Nul p'flgrldnl wllhm p;:lsl year
o Plegnanlallimeoldealh
o Not pu:qna.nl, but prl:!glklnt wllhm 42 days
oldeath
[J Nol pregnant, but pregfldnl 43 (jays 10 I year
bet0l8 death
o Unknown if pregnant wllhm the pasl year
32c Place 01 tnjury: Home, Farm, Sleet, Factory,
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DUil lu (or asa consequence (1)
JOa WJ.s an Autopsy
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To thebesl 01 my knowledge, dealh OCCUlled due to the cause(s) and manner as slated.- _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ __
i~~:u:ec~~~t~~ ~~~::::h:;~~a~~~ir~I~lt\ t:t~i~~:'~~I~~:lin~L~;~c~'~~~!~t~~'~ot~hC:~~~~(~~~~ manner as slaled_ _ _ _ _ ~:- _ _ _ _ _ _ _ _ _ _ _ 0
Medu.:..! Examiner I Coronet ' _
On the b.Uiis 01 euminalion and I 01 in~e,.tig..tion, in my opll1ion, death occuued allhe lune, date, and place. and due 10 Ihe cause(s) and manner as slaled_ L .-j
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LAST WILL AND TEST AMENT
OF
JEAN B. McCORMICK
I, JEAN B. McCORMICK, unmarried, of Hampden Township (mailing address: 6015
William Drive, Mechanicsburg, Pennsylvania 17050), Cumberland County, Pennsylvania, being of
sound and disposing mind, memory and understanding, do hereby make, publish and declare this as
and for my Last Will and Testament hereby revoking and making void any and all Wills by me at
any time heretofore made.
1. I direct my hereinafter named Executors to pay all of my just debts and funeral expenses
as soon after my death as may be found convenient to do so. I direct that my funeral services be
conducted in accordance with arrangements which I have made with the Malpezzi Funeral Home, 8
Market Plaza Way, Mechanicsburg, PA 17050 and that my body be cremated and my ashes
delivered to my hereinafter named Executors for disposition by them as they may deem appropriate.
2. I direct that all inheritance, transfer, succession, estate and death taxes which may be
payable on account of my death shall be payable from the residue of my estate regardless of
whether the assets upon which such taxes are based are included in my probate estate.
3. All of the rest, residue and remainder of my estate, real, personal and mixed, and
wheresoever the same may be situate, I give, devise and bequeath as follows:
a) One-fourth (1/4) to my son, Willis J. McCormick, II, his heirs and assigns, provided
he shall survive me by a period of ninety (90) days, but should he fail to so survive me then to such
of his legitimate issue as shall survive me by a period of ninety (90) days, per stirpes, and if there be
no such issue the same shall lapse and be added to the other shares;
b) One-fourth (1/4) to my daughter, Michele Ann Phillips, her heirs and assigns,
provided she shall survive me by a period of ninety (90) days, but should she fail to so survive me
then to such of her legitimate issue as shall survive me by a period of ninety (90) days, per stirpes,
and if there be no such issue the same shall lapse and be added to the other shares;
c) One-fourth (114) to my daughter, Cindy Lee McCormick, her heirs and assigns,
provided she shall survive me by a period of ninety (90) days, but should she fail to so survive me
then to such of her legitimate issue as shall survive me by a period of ninety (90) days, per stirpes,
and if there be no such issue the same shall lapse and be added to the other shares; and
d) One-fourth (114) to my daughter KAREN M. SILEO, her heirs and assigns,
provided she shall survive me by a period of ninety (90) days, but should she fail to so survive me
then to such of her legitimate issue as shall survive me by a period of ninety (90) days, per stirpes,
and if there be no such issue the same shall lapse and be added to the other shares.
4. The meaning of "Legitimate Issue" as used in this Last Will and Testament shall be
limited to a child or children born to a female descendent of Testatrix regardless of whether the
mother is married to the father of such a child or children, and shall be limited to a child or children
born to a male descendent of Testatrix where the father of such child or children is married to the
the mother either before or after the birth of the child or children. In any case the meaning of "child
or "children" or "legitimate issue" as used above shall NOT include any adopted child or children.
5. I hereby nominate, constitute and appoint my son, Willis J. McCormick, II, and my
daughter, Michele Ann Phillips, or either of them, as Executors of this my Last Will and Testament,
and I further direct that neither of them shall be required to post any bond to secure the faithful
performance of his or her duties in the Commonwealth of Pennsylvania or in any other jurisdiction.
6. In addition to the powers conferred by law, my hereinbefore named Trustees and
Executors, and their successors, are authorized and empowered:
a. To invest any part of the trust corpus in such securities, investments, or other
property as may be deemed advisable and proper, irrespective of whether the same are authorized
for the investment of trust funds under the laws of any governing jurisdiction.
b. With respect to any corporation, the stocks, bonds, or other securities of which may
be held, to vote in person or by proxy on any shares of stock; to consent to the merger,
consolidation or reorganization of such corporations; to consent to the leasing, mortgaging or sale
of the property of any suchc9rporations; to make any surrender, exchange or substitution of such
s _; :.
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Page I Pages ~u ;:J /he! (&vn~
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stocks, bonds or other securities as an incident to the merger, consolidation or reorganization of
such corporations; to pay all assessments, subscriptions and other sums of money which may be
deemed wise and expedient for the protection and maintenance of the proportionate interest of the
investment in such corporations; to exercise any option or privilege which may be conferred upon
the holders of such stocks, bonds, or other securities of such corporations either for the conversion
of the same into other securities or for the purchase of additional securities, and to make any and all
necessary payments which may be required in connection therewith; and generally to have and
exercise as to all such stocks, bonds and other securities, the powers of an individual owner who is
under trust obligation.
c. To hold the trust corpus in one or more consolidated funds in which separate shares
shall have undivided interests.
d. To sell at public or private sale for cash or upon credit, or partly for cash and partly
on credit, and upon such terms and conditions as shall be deemed proper, any part or parts of the
trust estate, and no purchaser at any such sale shall be bound to inquire into the expediency or
propriety of any such sale or to see to the application of the purchase moneys arising therefrom.
e. To keep on hand and uninvested such money as may be deemed proper and for
such period as may be found expedient.
f. To compromise, settle or arbitrate any claim or demand in favor of or against the
trust estate.
g. And authorized in the discharge of fiduciary duties, to employ counsel and to
determine and to pay such counsel reasonable compensation which shall be charged against the
principal or income of the trust fund, and shall further be entitled to charge against the principal or
income such other reasonable expenses and charges as may be necessary and proper to incur for
the proper discharge of fiduciary duties and for the proper management and administration of the
trust estate.
h. In making any division of property into shares for the purpose of any distribution
thereof directed by the provisions of the trust, to make such division or distribution, either in cash or
in kind, or partly in cash and partly in kind, as shall be deemed most expedient, and in making any
division or distribution in kind may allot any specific security or property or any undivided interest
therein to anyone or more of such shares, and to that end may appraise any or all of the property so
to be allotted and the judgment as to the propriety of such allotment and as to the relative value for
purposes of distribution of the securities or property so allotted shall be final and conclusive upon
all persons interested in the trust or in the division or distribution thereof.
i. And authorized to register any shares of stock or other assets of any trust in their
own names or in the name of a nominee.
j. To retain any investments including mutual funds which I may own at the time of
my death and in addition to invest any part of the Trust corpus in such mutual fund or mutual funds
as may be deemed advisable or proper, irrespective of whether the same are authorized for the
investment of trust funds under the laws of any governing jurisdiction.
k. To retain any investments including mutual funds which I may own at the time of my
death and in addition to invest any part of the Trust corpus in such mutual fund or mutual funds as
may be deemed advisable or proper, irrespective of whether the same are authorized for the
investment of trust funds under the laws of any governing jurisdiction.
1. To determine from time to time whether all or some portion of realized capital
gains shall be treated as ordinary income for distribution to a beneficiary or treated as
principal to be retained as part of the corpus, and such designation need not be consistent
from one year to another.
IN WITNESS WHEREOF, I have hereunto set my, hand and seal to this my Last Will and
Testament written on three (3) pages, this o(L-tt...dayof Ivl ~(,;~m kwr, ~lj(")9..
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Page 2 Pages
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Signed, sealed, published, and declared by JEAN B. McCORMICK, the Testatrix above
named, as and for her Last Will and Testament, in our presence, who, in her presence, at her request,
and in the presence of each other, have hereunto subscribed our names as attesting witnesses.
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Page 3 Pages
21-67- C'S1.oD
OATH OF SUBSCRIBING WITNESS(ES)
REGISTER OF WILLS
CUMBERLAND COUNTY, PENNSYLVANIA
---------------------------------
Estate of Jean B. McCormick
, Deceased
Robert M. Frey
, (each) a subsribing witness to
the [x] Will L] Codicil presented herewith, (each) being duly qualified according to law, depose(s) ,
say(s) that she / he / they was / were present and saw the above Testator / Tesatrix sign the same
and that she / he / they signed as a witness at the request of
the Testator / Testatrix in her / his presence and in the presence of each other.
>Z~ ---- h-? /~
(Sig~ature) , ~\
(Signature)
5 South Hanover Street
(Street Address)
(Street Address)
Carlisle, PA 17013
(City, State, Zip)
(City, State, Zip)
Executed in Register's Office
Executed out of Register's Office
Sworn to or affirmed and subscribed
before me this e -+L- . day
of .sx,~Vn ' , 200 7
~
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C..".-.-..----'-7r-.i.o hc~ ri, /~
Notary Public
My Commission Expirees: H C'.' /) 0, ,:J.. 0 10
(Signature and Seal of Notary or other offidl qualified to
administer oaths. Show date of expiration of Notary's
Commission.)
NOTE: To be taken by Officer authorized to administer oaths. Please have present the original or copy of instrument(s) at time of notarization.
Sworn to or affirmed and subscribed
before me this day
of ,20
Deputy for Register of Wills
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.....:.!-
NOTARIAl SEAL
TRISHA A. lIESS, Notary Public-
Borough of Carlisle, Cumbo County, PA
My Commission Expires May 20, 2010
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OATH OF SUBSCRIBING WITNESS(ES)
REGISTER OF WILLS
CUMBERLAND COUNTY, PENNSYLVANIA
---------------------------------
Estate of Jean B. McCormick
, Deceased
Robert M. Frey & Trisha A. Liess
, (each) a subsribing witness to
the [xl Will [] Codicil presented herewith, (each) being duly qualified according to law, depose(s) ;
say(s) that she / he / they was / were present and saw the above Testator / Tesatrix sign the same
and that she / he / they signed as a witness at the request of
the Testator / Testatrix in her / his presence and in the presence~f~h other.
--~...
_____.-... ....----7 .
c....___..-.... / ~S c"-
(Signature) (Signature)
5 South Hanover Street
(Street Address)
5 South Hanover Street
(Street Address)
Carlisle, PA 17013
(City, State, Zip)
Carlisle, PA 17013
(City, State, Zip)
Executed in Register's Office
Executed out of Register's Office
Sworn to or affirmed and subscribed
before me this Q.Cu...-- day
of ~'P\:;u"'t\. ~^- ,20 0"1
Sworn to or affirmed and subscribed
before me this day
of ,20
Notary Public
My Commission Expirees:
(Signature and Seal of Notary or other offical qualified to
administer oaths. Show date of expiration of Notary's
Commission.)
NOTE: To be taken by Officer authorized to administer oaths. Please have present the original or copy of instrument(s) at time,!lf,notarization.
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