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HomeMy WebLinkAbout11-15-07 PETITION FOR PROBATE AND GRANT OF LETTERS REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYL VANIA Estate of also known as EVELYN J. JANSON EVELYN JULIA JANSON File Number /11- 07 - /0</9 . Deceased Social Security Number 086-14-1082 Petitioner(s), who is/are 18 years of age or older, apply(ies) for: (COMPLETE ~' or 'B' BELOW:) [J A. Probate and Grant of Letters Testamentary and aver that Petitioner(s)~ / are the Co-Executors last Will of the Decedent dated 10- 0 4 - 0 5 and codicil(s) dated named in the (State relevant circumstances, e.g., renunciation, death of executor, etc.) Except as follows, Decedent did not many, 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 (If applicable, enter: c.t.a.; d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritate) 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 Cumber land County, Pennsylvania withXis / her last principal residence at 5225 Wilson Lane. Mechanicsburg. PA 17055 (List street address, town/city, township, county, state, zip code) Decedent, then 88 years of age, died on November 9. 20 Oiil Harrisburg. PA Harrisburg Hospital. Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property (If not domiciled in P A) Personal property in Pennsylvania (If not domiciled in PA) Personal property in County Value of real estate in Pennsylvania $ \.,O~<~,~ $ $ $ situated as follows: 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: T d or rinted name and residence RUSSELL R. JANSON PA FormRW-02 rev. 10.13.06 RECORDED OFFICE OF REGISTER OF WIllS 2007 NOV 15 PM 3:31 CLERK OF ORPHANS' COURT CUMBERlAND CO., PA Page 1 of2 - Oath of Personal Representative COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF CUMBERLAND The Petitioner(s) above-named swear(s) or affinn(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 administer the estate according to law. Signature of Personal Representative BRUCE N. JANSON Signature of Personal Representative File Number: Q, 1-07 - jDlfq Estate of EVELYN J. JANSON , Deceased Social Security Number: 0 8 6 -14 -1 0 8 2 Date of Death: 11-09-07 AND NOW, 2007 , in consideration of the foregoing Petition, satisfactory proof having been presented before me, IT IS DECREED that Letters Te stamen tary are hereby granted to RUSSELL R. JANSON and BRUCE N. JANSON in the above estate and that the instrument(s) dated October 4. 2005 described in the Petition be admitted to probate and filed of record as the last Will (and Codicil(s)) of Decedent. FEES Letters Attorney Signature: Register of Wills ~~~~~ $ I~Wl: I 0'912 6 .............. . Short Certificate(s) . . . . . . . . $ :1CLS) ............. ~ fiiiIDryvl 11 OV\..- .., $ .. . $ ... $ .. . $ ." $ . .. $ . .. $ ... $ TOT AL .............. $ Attorney Name: CHARLES E. McKEE 17753 Supreme Court ID. No.: 1100 Township Line Road Havertown, PA 19083 Address: (610) 853-4400 Telephone: 131~ Form RW-02 rev. 10.13.06 RECORDED OFFICE OF REGISTER OF WIlLS 2007 NOV 15 PM 3:31 CLERK OF ORPHANS' COURT CUMBERLAND CO., PA Page 2 of2 - PETITION FOR PROBATE AND GRANT OF LETTERS REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Estate of also known as EVELYN J. JANSON EVELYN JULIA JANSON File Number ')./, 07-/0L/C/ . Deceased Social Security Number 086-14-1082 Petitioner{s), who is/are 18 years of age or older, apply(ies) for: (COMPLETE 'A' or 'B' BELOW:) [J A. Probate and Grant of Letters Testamentary and aver that Petitioner(s)~ / are the Co-Executors last Will of the Decedent dated 10-04-05 and codicil(s) dated named in the (State releyant circumstances, . Il.g. , renunciation, death of executor, etc.) o B. Grant of Letters of Administration (If applicable, enter: c.t.a.; d.b.n.c.t.a.; pendente lite; durante absentia; duran e).... ....."'7' Petitioner(s) after a proper search has / have ascertained that Decedent left no Will and was survived by the following sp~~) an9irs: Administration, c.t.a. or d.b.n.c.t.a., enter date of Will in Section A above and complete list of heirs.) ~~. == e instrument~ffered :.:0 ..... :x) i.}j t!:! ~).; ~ " , ':::..1 C::::J ,1 :.1:")0 C)O !f:(; ",-, I ~~~ :rJ ._._0 ~:~. ; Except as follows, Decedent did not many, was not divorced, and did not have a child bom or adopted after execution of for probate, was not the victim of a killing and was never adjudicated an incapacitated person: Name Relationshi (COMPLETE IN ALL CASES:) Attach additional sheets ifnecessary, Decedent was domiciled at death in Cumber land County, Pennsylvania withXis / her last principal residence at 52 2 5 Wilson Lane. Mechanicsburg. PA 17055 (List street address, town/city, township, county, state, zip code) Decedent, then 88 years of age, died on November 9. 2 0 0ii7 Harrisburg. PA Harrisburg Hospital. 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 qoo.. $ \..d=>~...~~~ , - $ $ $ situated as follows: 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: Si nature T d or rinted name and residence RUSSELL R. JANSON PA Form RW-02 rell. /0.13.06 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 ofPetitioner(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 Signature of Personal Representattve RUSSELL R. JANSON before me the , day of Signature of Personal Rttpresentattve BRUCE N. JANSON\,,' c::::t c::::t -.l o ,.., n ..... ~. OJ m :-.0 '"1> -:0 zc:nr: CJ(")~ ,D~~d :o~ 11-09-of ':'>.:1 :XJ iTl rrlC'J QC) <:'0 ::0 Signature of Personal Representative fT' ,n ::r1t:? do -"1 "T1 -rj C5 fT1 (-::> . {) File Number: ' :1 ) - 0 7 - /OL/q :J:lIt :x - - .. Estate of EVELYN J. JANSON N N Social Security Number: 086 -14 -1 0 8 2 Date of Death: AND NOW, , 2007 . in consideration ofthe foregoing Petition, satisfactory proof having been presented before me, IT IS DECREED that Letters Tee tamen tary are hereby granted to RUSSELL R. JANSON and BRUCE N. JANSON in the above estate and that the instrument(s) dated October 4. 2005 described in the Petition be admitted to probate and filed of record as the last Will (and Codicil(s)) of Decedent. FEES Register of Wills Letters ............... $ Short Certificate(s) . . . . . . . . $ Renunciation(s) .......... $ ... $ .., $ ." $ .., $ .,. $ ...$ ." $ .. . $ ...$ TOT AL ., . . . . . . . . . . . . $ Attorney Signature: Attorney Name: CHARLES E. McKEE Supreme Court LD. No.: 17753 Address: 1100 Township Line Road Havertown, PA 19083 Telephone: . (610) 853-4400 0.00 Page 2 of2 FOI'm RW-02 rev. 10.13.06 - H105.805 REV (01107) ~i-O 7 -/()l./9 LOCAL REGISTRAR'S CERTIFICATION OF DEATH WARNING: It is illegal to duplicate this copy by photostat or photograph. c:m.MONWEALTH OF PENNSYLVANIA. OEPARnIENT OF Hl:Al.TtJ. mAL RECORDS CER'hFICATEOFDEATH (See lnalrUcIIona IInd ......... on -J ~~~.... 0$6-14- 1082 7. k_"_ HOljiiii 0Il0I: ~Chiil___[JIlOA[J a__"......Origin? jI,..""",,~ ......- -'lIc.ltI\i te 14':"'-=-~~ll~"".."".___ Widar;ed 1..-._IA1l.1IIifdIII._""'-1 Helen Roth a. -'-'-fIboI.""-'_.~ 6103 stephens Crossing, MechaniCSburq, PA 17050 21c._"~,..",~~._.... 21d.~lCIr/-'",.", Nt. PA -Fee for this certificate, $6.00 P 13823764 Certification Number HtQS..I43~l14006. ~ TYPE II'AINT IN PERIWEHT ILACI< N< I J 88y... ...~,,- Dauphin l1.llococfoorsUooool lClndof_ Hanemaker "'-'~-"lSbaI.cily/_, _...._1 5225 Wilson Lane Mechani PA 17055 'a-.._jRraI,_,....OlIIIl RobertW. '!'ell 2Oa............-lliPa/l'liol Russell R. 21._"0IaI>aaIl00 0..., 0 ~"""'_ _. - . Pennsvlvania t1b.~ a..merlarrl ..... 2<-16..... bo....-.._ ...--. ~ 24._"_ I~- I 0nIet III 0eItl . i 3cbj5 ! <4 claL''> . . . . . . . . =~=~ 5Ef'5. S .. 1Iuo"'(G'..._,* ~. C"O 5TR 101 Urn 0UI1o (or .. . COOMqlJInce 01): COLI 71 S ~ ~ ="'.......' 'anr, III QWI"'.IAiIL - -_e-. =-..:.=t':.-r.ul." c. DI FF'I C LE- eu.ao(Qf.:.~oI): d, c .WOa..~ I'allonnad? ..-.......-. 31._01_ =~<;"- g)...... 0_ Oy.. 0... 0_ 0................ 32d.T_of...., 0_ Oeo...NoIbo~ 0... Ill'" v :> ~.D I l!i J - 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. lI~a~ /I tlJ./P'L Local Registrar Date Issued RECORDED OFFICE OF REGIS1ER OF WILLS 2007 NOV 15 PM 3:31 CLERK OF ORPHANS' COURT CUMBERLAND CO., P A 17"1>>....~....... T~," AllAn 11l1.DHo.OaooOn......... <\<OIoIlJollIaof T... ""/- PIiiIl:ew............~-~_.,_ ......-......~_.....ln....1. a.Dod_U.~',,_? o '" II....... 0...0......... a._ 13 Hal.................... o ................._ 0...--......_........... ,,- o ..._........~......,.... [J :::.."':'.......... .........""'l"W ...===~......-,. ~ '-''''''''(Snal,..,,__ COf{Ol"MY A(?7Q'1' ()IS~I'\ S~ LAST WILL AND TESTAMENT OF RECORDED OFFICE OF REGISlER OF WIIl...S 2007 NOV15 PM 3:31 CLERK OF ORPHANS' COURT CUMBERU\ND CO., PA EVELYN J. JANSON I, EVELYN J. JANSON, Widow, of 5225 Wilson Lane, #3110, Mechanicsburg, Pennsylvania 17055, revoke my prior Wills and declare this to be my Will. FIRST: My lawful debts and the expenses of my last illness, funeral and burial shall be paid out of my Estate. SECOND: All estate, inheritance and other death taxes, together with interest and penalties thereon, payable with respect to property or interests subject to taxation by reason of my death and whether passing under my will or any codicil thereto, or otherwise including jointly held and other non-testamentary property, shall be paid out of the principal of my residuary estate without apportionment. THIRD: I give my automobile, clothing, jewelry, books, pictures, furniture and furnishings and other articles of personal or household use and equipment, together with all insurance relating thereto, unto my sons, RUSSELL R. JANSON and BRUCE N. JANSON, or the survivor of them, to be divided between them as they may agree. FOURTH: I give the sum ofTen Thousand ($10,000.00) Dollars each to my grandchildren, DIANA, LUKE, DELANEY, ERIK and OLIVIA JANSON, if they survive me. Co' FIFTH: I give the sum ofTen Thousand ($10,000.00) Dollars to my sister, ROBERTA LEGENTIL, of Cliffs ide Park, New Jersey, ifshe survives me. SIXTH: I give, devise and bequeath all the REST, RESIDUE and REMAINDER of my estate, both real, personal and mixed, whatsoever and wheresoever situate, unto my sons: RUSSELL R. JANSON and BRUCE N. JANSON, equally, share and share alike. If either of my sons predecease me, then I direct that their share shall lapse and I give their share as follows A. Fifty (50%) percent of my deceased son's share to my deceased son's spouse, if she survives and conditioned on them being married and living together at the time of my son's death. If my son is not married or living with his wife at the time of his death, then this bequest shall lapse and I direct the share be distributed pursuant to sub-paragraph B; B. Fifty (50%) percent of my deceased son's share to my Trustees, hereinafter named, IN TRUST, for the benefit of the children of my deceased son. My Trustees shall invest and manage each such share as a SEPARATE TRUST and make distributions as follows: 1. During each grandchild's lifetime: (a) Trustees shall pay the net income therefrom to the grandchild in quarterly or other convenient installments; and (b) Trustees shall have the power to pay to, or apply for the benefit of, the grandchild in such portions of the principal of his or her trust, as Trustees in their sole discretion shall from time to time deem necessary and appropriate - taking into account funds available from other sources - for the comfort, care, maintenance, support and education of said grandchild, (c) Each grandchild shall have the right to withdraw one-third (1/3) of - 2 - g.o' the then balance of principal at such time as the grandchild attains the age of twenty- five (25) years; one-half(~) of the then balance of principal at such time as the grandchild attains the age of twenty-seven (27) years; and the remaining balance ofthe principal and income at the time such grandchild attains the age ofthirty (30) years. The maximum value subject to withdrawal before grandchild reaches thirty (30) years of age is to be based on the market value of the principal of that grandchild's trust at the time of his or her first request after reaching each particular age. 2. Upon the death of each grandchild (or at the time for the setting apart of shares in the case of a grandchild who dies before that time), any then remaining principal of his or her trust shall be paid: (a) To such one or more persons or organizations - excepting only his or her estate, his or her creditors, and the creditors of his or her estate - on such terms as he or she may appoint by Will specifically referring to this power of appointment; or, in default of appointment or insofar as it is not effective: (b) To his or her then living issue, or in default of such issue; (c) To the surviving issue of my deceased son (any portion thus accruing to a grandchild. for whom principal is then held in trust hereunder to be added to and thereafter treated as a part of such principal; In the construction of any devise or bequest herein to any person or persons described by relationship to me or to another, any person, adopted under the age of eighteen (18) years, whether adopted before or after my death, shall be considered the "child" and "issue" of his or her adopting parent or parents. t. ~. - 3 - C. If either of my sons and their respective spouses predecease me, then my deceased son's share shall pass to his children pursuant to subparagraph B. SEVENTH: I do not exercise any power of appointment given to me by my husband by Will or Trust. EIGHTH: PROTECTION OF BENEFICIARIES: No interest in income or principal shall be assignable by a beneficiary or available to anyone having a claim against a beneficiary before actual payment to the beneficiary. NINTH: MINOR AND INCAPACITATED BENEFICIARIES: If any income or principal shall be payable to any person who shall be a minor or who shall be incapacitate for any reason, my executor as trustee shall hold such income and principal during minority or incapacity and shall be entitled to apply such income and principal to the health, maintenance, support and education of such person during minority or incapacity without the appointment of any guardian or committee or any authority of court. My executor as trustee shall be entitled to make direct application hereunder or to make application by payment of income and principal to the parent or other person in charge of such minor or incapacitate person, or to his or her guardian or to a custodian under the Uniform Transfers to Minors Act. Any remaining income and principal to which such person shall be entitled shall be distributed to such person upon the termination of minority or incapacity. My executor as trustee shall have the same powers as my executor and shall serve without bond. TENTH: I appoint my sons, RUSSELL R. JANSON, of6103 Stephens Crossing, Mechanicsburg, Pennsylvania 17055, and BRUCE N. JANSON, of 925 South Clayton Way, Denver, Colorado 80209, or the survivor, as Co-Executors ofthis my Last Will. Ifboth my sons - 4 - ~, ~. predecease me, then I appoint my daughters-in-law, LISA JANSON and MARIA JANSON, Alternate Co-Executrices. ELEVENTH: I appoint my sons, RUSSELL R. JANSON and BRUCE N. JANSON, or the survivor, as Co-Trustees of any Trust created under this Will. Ifboth my sons predecease me, then I appoint my daughters-in-law, LISA JANSON and MARIA JANSON, Alternate Co-Trustees. TWELFTH: I direct that my personal representatives shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal this Lf .t::Iu day of cS)~ ,2005. EVEL~J' ~ SIGNED, SEALED, PUBLISHED and DECLARED by the above Testatrix, EVELYN J. JANSON, as and for her Last Will and Testament, in the presence of us, who at her request, in her presence and in the presence of each other have hereunto set our hands and seals as witnesses. ~~~~ "' ADDRESS 1100 Township Line Road ~ ~CLecj_ADDRESS Havertown, P A 19083 1100 Township Line Road Havertown, P A 19083 - 5 - ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA: COUNTY OF DELAWARE: I, EVELYN J. JANSON, Testatrix, whose name is signed to the foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn to and acknowledged before me by EVELYN J. JANSON, the Testatrix, this dayof (!)~ ,2005. E~J~ ~d ~D~~W Not P IC ~~= MY 1 COMMONWEALTH OF PENNSYL VANIA: COUNTY OF ~E~ W ARE: We, /?t&l~./ y ;J1~. /:;J and the witnesses whose names are signed to the foregoing ins nt, bei duly qualified according to law, do depose and say that we were present and saw the Testatrix sign willingly and that she executed it as her free will and voluntary act for the purposes therein expressed; that each of us in the hearing and sight ofthe Testatrix signed the Will as witnesses; and that to the best of our knowledge, the Testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue ::::re me by t!id. /J j j >t... ~ f:j --d , witnesses, this :;:#daYOf ~ ~~~~ Witness "' AFFIDAVIT ~~ ~ (~~~ ." Wim~s . ~.I--/ 0 . .. NC)tary Pu 1ic NOt SEAl. ANNE E tAURElCtIOTARr PU8UC IIAYERfORO TWP., DIDlARE COUJITY MY' COMMISSION EXPIRES APRIl 10 - 6 - DONOHUE, MCKEE & MAnSON, LTD. A PROFESSIONAL CORPORA nON A ITORNEYS AT LAW CHARLES E. McKEE 1100 TOWNSHIP LINE ROAD ROBERT I. DONOHUE JOSEPH T. MATTSON TOWNSHIP LINE AND NORTH DREXEL AVENUE (1934-1999) HAVERTOWN, PENNSYLVANIA 19083 ***** DELA WARE COUNTY (610) 853-4400 Fax: (610) 853-1801 November 19, 2007 ~ ~ ~ :z: <=> .or:: N Register of Wills County of Cumberland 1 Courthouse Square Carlisle, PA 17013-3387 (") ~o 2i~ .... ,.., ~ ("") ':i r= .", rn 'I"":Z; ::0 '-.'- (f) :;:::<::: ;:'5 (") 0 ....Q-n . \::::. () ::0 . ~ ..:B Re: Estate of Evelyn J. Janson, Deceased Probate #21-07-1049 Dear Miss: I submitted to probate the Will of Evelyn J. Janson on Thursday, November 15,2007. I am returning to you the Estate Information Sheet which lists Russell R. Janson and Bruce N. Janson as Co-Executors. Mr. Bruce N. Janson resides in Denver, Colorado, and therefore it would be appreciated if you would forward the Petition for Probate to the Denver, Colorado Court. The address is as follows: Denver Probate Court Attn: Lee Cole 1437 Bennock Street Room 230 Denver, Colorado 80202 The phone number is 720-865-8310 Enclosed herein please find a check made payable to your order in the sum of $20.00 representing the fee. - -0 :c (,.,) .. <::) .... "'.'. ::0 r'n A~C) ~g ':<')~ u-.lb ,'_ ~. ~.~~~~: <.0.1.';..' .....~.," ...<: ." .. ' '~~"rn r-- 0?~ - PAGE TWO November 19,2007 If you need additional information in order to forward the same, please advise. Thank you for your kind cooperation. Very truly yours, ~~~~~ CHARLES E. McKEE CEM:amw Enclosure cc: Russell R. Janson Bruce N. Janson . Register of Wills of Cumberland County State of Pennsylvania SS: County of Cumberland BE IT REMEMBERED, that I, Glenda Farner Strasbaugh, Register of Wills of Cumberland County, Pennsylvania, do hereby commission you, Lee Cole, Denver Probate Court, to administer the Oath of Personal Representative, in the Estate of Evelyn J. Janson, late of Cumberland County, Pennsylvania. IN TESTIMONY WHEREOF, I have here unto set my hand and affixed my seal the 2100 day of November, 2007. ~~~ Register of Wills Cumberland County . , , . ....~..".... ,;7 , One Courthouse Square Carlisle, PA 17013 Glenda Farner Strasbaugh Register of Wins & Clerk of the Orphans' Court Kirk S. SOhonage, Esquire Solicitor OFFICES OF IIatjorte A. Wevodau First Deputy __ S. z.tgIer Second Deputy (717) 240-6345 FAX (717) 240-n97 1-888-897-0371 x 6345 l\egtjttr of Wtll1~ anb Qtltrk of tbe etJJban,' Qtourt <<:ounil' of <<:umberlanb November 21,2007 Denver Probate Court Attn: Lee Cole 1437 Bennock Street Room 230 Denver Co 80202 IN RE: Estate of Evelyn 1. Janson, deceased Estate No. 21-07-1049 Mr. Cole: Enclosed please find a Commission to Take Oath, Petition for Probate and Grant of Letters, and Oath ofPersonaI Representative. ' If you would please advise Bruce N. Janson when he may appear before the Probate Court to execute the oath, it would be appreciated. Mr. Janson's telephone number is 303-733-0936. Enclosed you will find an envelope for the return of the Petition and Oath. If you have any questions or concerns, please feel free to call. Respectfully, ~ Glenda Farner Strasbaugh Register of Wills and Clerk of the Orphans' Court Enclosures