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Home My WebLink About07-18-78 No. 21-78 ~. 380 PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY in the Estate of Charles W. Anderson , deceased. To Richard E. Anderson, Register of Wills for the County of Cumberland, in the Commonwealth of Pennsylvania. IS Petitioner~) xwexthe execut rix named In the Last Will and dated 8/26/77 resident of Testament of Charles W. Anderson Decedent was a citizen of the United States and a ~ Borough, Cumberland Carlisle of Pennsylvania. Decedent died on County, Commonwealth Wednesday the 5th day of July , State of A. D. 19 78 , in the County of Cumberland Pennsylvania at the age of _~ years. ~ ~ xhe:fC Decedent has not been married and has not had children born to him since the execution of the above described Will. Decedent was possessed of personal property to the value of un-estimated and of real estate to the value of none as near as can be ascertained; said real not applicable estate situated as follows xaqa~~ Therefore, your petitioner(s) respectfully applies for the probate of the said Last Will and Testament and for Letters Testamentary thereon. Dated July 17, 1978 Name and address t~Q.l.o~Tk; tLAA~QHJ C~t~~ of Petitioner(s) lizabeth Chandler Ande son "E" Street Apartments Carlisle, Pa. 17013 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND f 55 Elizabeth Chandler Anderson named in above application, being duly say(s) that the statements set forth In 3worn according to law this petition are true to the best of Sworn and knowledge and bel ief. scribed before f1fli;.i. .:;ttL ~.M~.Q., A/ ~LU'-'~ 19 78 her me, li. c.. " ichard E. Anderson, Register Filed: ;:( 1- 7 E ~ 38",::.> Jl.,_l~~ IP, 1 Cf72 Attorney: GARBER, FOWLER & ADDAMS / c' / >' <I . '--. . . , -: ~ . " '. LAST WILL AND TESTAMENT OF CHARLES W. ANDERSON I, CHARLES W. ANDERSON, of the Borough of Carlisle, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament and revoke all Wills and Codicils previously made by me. ITEM I: I direct that all my just debts and funeral expense s, including all expenses of my last illne ss, shall be paid from my e state as soon as practicable after my decease, as a part of the expense of the administration of my estate. ITEM II: I devise and bequeath all of my estate of every nature and wherever situate to my Trustee hereinafter named in two (2) equal shares for the following use s and purpose s: A. To hold one equal share thereof, IN TRUST, as follows: 1. To pay the net income therefrom to my wife, Elizabeth Chandler Anderson, during her lifetime or until her remarriage, whichever first occurs, in such periodic installments as my Trustee shall find convenient, but not Ie ss frequently than quarter -annually. 2. In addition and only after the exhaustion of all other income and other re source s available to my said wife from all source s known to my Trustee, my Trustee shall be fully authorized during the lifetime of my said wife or until her rem arriage, whichever first occurs, to expend for her benefit so much of the principal of this Trust as my Trustee, in its sole discretion, shall deem necessary or advisable from time to time to meet any emergency, disaster or other happening affecting the health, medical care or welfare of my said wife. 3. Upon the death or remarriage of my said wife, whichever first occurs, the then-remaining principal and any accumulated or undistributed income shall be added to and become a part of the Trust created in Sub-Paragraph B of this Item II, to be held, administered and disposed of in accordance with all of the terms and provisions of Sub-Paragraph B of this Item II. /' ',/ _"';' r;.,/. / '" 1/ 1// 'I ' C/!i.-t{A~-U--:1 / I' {/l-t.,4c-H-6'-YL-// . "-'rl , . '\ ~, " '. B. To hold the remaining equal share thereof, IN TRUST, as follows: 1. To pay the net income therefrom to my daughter, Jean A. Potter, during her lifetime in such periodic installments as my Trustee shall find convenient, but not less frequently than quarter-annually. 2. In addition and only after the exhaustion of all other income and other resources available to my said daughter from all sources known to my Trustee, my Trustee shall be fully authorized during the lifetime of my said daughter to expend for her benefit so much of the principal of this Trust as my Trustee, in its sole discretion, shall deem ne ce ssary or advisable from time to time to meet any emergency, disaster or other happening affecting the health, medical care or welfare of my said daughter. 3. Upon the death of my said daughter, this Trust shall terminate and the then-remaining principal and any accumulated or undistributed income shall be distributed, discharged of the Trust, in equal shares to my grandchildren, provided that the share of any such grandchild who shall not be then living shall be distributed to his or her then living issue, per stirpe s, and in default of any such then living issue, such share shall be added to the share or shares for my other grandchildren. ITEM III. The intere sts of the beneficiarie s hereunder shall not be subject to anticipation or to voluntary or involuntary alienation. l?f.iM--CLd /t"ll'Y~.dt"1'UJvV^ -2- !l""~~o .i ~ .- ITEM IV: All Federal, State and other death taxes payable because of my death, with respect to the property forming my gross estate for tax purposes, whether passing under this Will or otherwise, including any interest or penalty imposed in connection with such tax, shall be considered a part of the expense of the administration of my estate and shall be paid out of the principal of my estate without apportionment or right of reimbursement. All such taxes on present or future interests shall be paid at such time or times as my personal representative or my Trustee may think proper, regardle ss of whether such taxe s are then due. ITEM V: I appoint Dauphin Deposit Bank and Trust Company, of Carlisle, Pennsylvania, Guardian of any property which passes, either under this Will or otherwise, to am inor and with re spect to which I am authorized to appoint a Guardian and have not otherwise specifically done so, provided that this appointment of a Guardian shall not supersede the right of any fiduciary in its discretion to distribute a share where possible to the minor or to another for the minor's benefit. Such Guardian shall have the power to use principal as well as income from time to time for the minor's support, welfare and education (including college education, both graduate and undergraduate), or to make payment for these purposes, without further responsibility, to the minor or to any person taking care of the minor. ITEM VI: I appoint Dauphin Deposit Bank and Trust Company, of Carlisle, Pennsylvania, Trustee of the Trusts created in Item II hereof. ITEM VII: I appoint my said wife, Elizabeth Chandler Anderson, Executrix of this my Last Will and Testament. ITEM VIII: I direct that my Executrix, Trustee and Guardian, as well as their successors, shall not be required to give bond for the faithful performance of their dutie s in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal this :::zi: tit day of l' L-i-1"ttA."f/ , 1977. fl' , 1 "I ,< J/ // ". ", / ,.. ."',~ ,/" I..//tt/i-r-tb~ )' / /'(J--~?tC-.riU 1--..../ (SEAL) -3- "-'A ------ . ," . ~ " The preceding instrument, consisting of this and three (3) other typewritten pages, each identified by the signature of the Testator, was on the day and date thereof signed, published and declared by CHARLES W, ANDERSON, the Testator therein named, as and for his Last Will and Testament, in the presence of us, who, at his request, in his presence and in the presence of each other, have subscribed our names as witnesses hereto, r i...., ~\_,,_~, kk(- ,-\ 1< p" "-'- )JQ __:f! /?1~- ;<,< " I. / --../ I {./~ /~ ~ ,----- / ~ --{ {''! '~,,4'; . .- It CODI CIL I, CHARLES W. ANDERSON, of the Borough of Carlisle, Cumberland County, Pennsylvania, declare this to be the sole Codicil to my Last Will and Te stament, dated August 26, 1977. ITEM I: In addition to the powers vested in my Executrix and Trustee by the common law, by statute or by the other provisions of my Last Will and Te stament, applicable to all property, including property held for minors, whether principal or income, exercisable without Court approval and effective until actual distribution of all property, I give my Executrix and Trustee the following powers: A. To retain and to hold any securities or other property, real, personal or mixed, including stock of my Trustee, from my estate. B. To sell at public or private sale, to exchange, or to lease for any period of time, any real or personal property and to give options for sale s, exchange s or lease s, for such price s and upon such terms or conditions as my Executrix and Trustee shall deem proper. C. To hold property in the name of the Trust Estate, or in the name of my Trustee without designation of any fiduciary capacity, or in the name of a nominee or unregistered. D. To exercise any election or privilege given by the Federal Tax and other tax laws, including, without limiting the foregoing, the joinder with my wife in filing income tax returns, the ele ction of the alternate valuation for Federal Estate Tax purposes and the election to claim items of deductions for Estate Tax or for Income Tax purposes; and to make or not to make equitable adjustments or apportionments for the exercise or non-exercise of any such election or privilege. E. To make distribution of the Trust Estate, wholly or in part, in kind or in cash. {tfl.-i.- rt-, 1'1" t~_<-,,__~,~_/ j/I"n > , ,. ~ .1 . ITEM II: In all other re spe cts, I here by ratify, confirm and republish my Last Will and Testament dated August 26, 1977, together with this sole Codicil, as and for my Last Will and Testament. IN WITNESS WHEREOF, I have hereunto set my hand seal this '~ {J (L.... day of A ugu s t , 1 97 7 . (1~~"1 it G~~L,,~l-- (SEAL) Signed, published and declared on the date thereof by the above -named CHARLES W. ANDERSON as and for the sole Codicil to his Last Will and Testament dated August 26, 1977, in the presence of us, who, at his request, in his presence and in the presence of each other, have subscribed our names as witnesses hereto. :'l 1L // ... '. . " /7 ""in t) / ( " I '>,.' .-1> <../1. '''' ( /~..( - ...;- .-- (fG1f t^ {(. 11..:/ ,J -e H;;, 4/ U .;'~ ""!II CODICIL CUMBERLAND COUNTY, ss: This ._muu..mmm____.u_l7.tlL_.u day of ....._..uJ.ul..Y-.._.h_.._.h...___. o.h__m_______._........_. A. D., 19&7.8.__, before me ...u_.h.Rj._(;:~J).9J~gmE.,mAng.e.h.S.QILm.'.-----u.um-----mm' Register for the Probate of Wills and granting letters of Administration in and for said County of Cumberland, in the Common- wealth of Pennsylvania, personally came _. .J~_~p.m~.:mf.9.~l~.I.....hJJJ__9:n~u.~~g.t.D9__hR..:o.._~~.t.t.ers m._____.___._...._mnmthe subscribing witnesses to the foregoing instrument of writing purporting to be a .u____n__uh.....codicil to the last Will and Testament of ..q}:~~_~_~_~~__~:....~~~_~E~_?~o.o.n.._.__.._..____.._.. Dated ~1~.Q.l.l.?.__h'u late Ofm.Q~.I.1.t.~l~mm....m.nu........m.___u...__.___. Cumberland County, Penna., deceased who being duly ...swOJ:nm. according to law, depose and say, that they.uwer.epresent, saw and heard the testa.t.Qr...wm, .o._Cb.';:rt'J.~.~...w.,mAnQ._~~.$_Qno.__msign. seal, publish, pronounce and declare the said instrument of writing as and for a ''''mmo. codicil to h.is..._...Testament and Last Will, and at the time of so doing ...~.~._m...was of sound and disposing mind, memory and un- derstanding, to the best of _.th~_t.~_ knowledge, observation and belief. - _. ,/} . l.../.;; ..h1f:& ....... ......... . .-1/ 3~ . hUJ:.--t:f.U/_\..'..ho._.__ __ .____ __h.Uh__. 'U'. __h. ____ __..........:~c.R.egister: .34 OATH OF SUBSCRIBING WITNESS . .' COMMONWEALTH OF PENNSYLVANIA l ss: COUNTY OF CUMBERLAND ) This......................... :J:.? t]::t......................... ...... ....... day of....... :l.~:J:.y................................................ A.D., 19?'~...., before me Richard E. Anderson, Register for the Probate of Wills and granting letters of Administration in and for said County of Cumberland, in the Commonwealth of Pennsylvania, personally came .............. ............ .M.t.c.h~.?t. .K.... .RUn9J,~.. .~n~.. J.9.hn..~.... .f.Q~J&+...... JJl................................................................... the subscribing witnesses to the foregoing instrument of writing purporting to be the last Will and Testament of .... .Char 1.es..:W".. And.er .s.o.n................................................... Dated ..~ i.4-. Ri.? Z....................... late of.. ..Bor.augh. ..o.f.. .C.arlisl.e.............. ..................................... ......... Cumberland County Pa., deceased who being duly ....s.WQ.+.n............................ according to law, depose and say, that ....1;:.t~y...W.~.+.~................ present, and saw and heard the testa.t.O);........................., ........C.hR-.+.J.~.s...W.,...AuQ.~.+.sQJ:\......................... sign, seal, publish, pronounce and declare the said instrument of writing as and for h..i.::i.......... Testament and Last Will, and at the time of so doing .......he..:w.as............................was of sound and disposing mind memory and understanding, to the best of ..........thei.t:.........................knowledge, observation and belief. .. .......... ..SNIDrn................ ..... d subscribed before ;JI.l:..........'~~...... .~..;..~~. :'. g. ~~...~..,.'..?:- .......................... 1/ /)j ,/ '/ .'--- 'm" . ~ .. ..... .. L.l.........:.....,...."';t.....{.~...:~...................... .....................-..-~:";-h.... . .../............ .................................................. ....... ......... / Richard E. Anderson, Register AFFIDAVIT OF DEATH COMMONWEALTH OF PENNSYLVANIA l ss: COUNTY OF CUMBERLAND ) .......................... Eli~.ah ~.t:.h.. .C.hR-Xl.QJ..g.~.. ~:mt~.~ fl.Q.n...................................................................... being duly ...............sw.o:1:n..................... says that as nearly as can be ascertained the said decedent ..C.hR-.+.J.~.S...W.,.. ........... ...Ande);.s,Qn...................................................................... ...................................................... .......died on ............. WedJ:l.es.da:Y.............. the ........ .5.th................ day of .... .July.............................. .......... 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